Overview:
This course utilizes an instructor-led lectures and discussion format coupled with progressive hands-on exercises designed to illustrate the following topics in the BusinessObjects XI environment; query selection and creation, use of data manipulation tools, sorting of report data, creation of data filters, drill down capability, report presentation and formatting and distribution techniques.
Audience:
Individuals in the client community that will be accessing information in a corporate data warehouse and need to utilize BusinessObjects’ XI interactive reporting abilities to create, view, save and print customized reports.
Prerequisites:
Student should be familiar with basic Windows concepts and be able to function efficiently in Windows 2000/XP environment. Each student should have completed Introduction to Data Warehousing or understand the basic role of a Data Warehouse structures.
Objectives
- Understand the role of BusinessObjects for
accessing corporate data.
- Illustrate the critical path for developing
and executing BusinessObjects queries.
- Define the capabilities of filters for defining
conditional selection properties via; conditional
IF’s, relational operators, string searching
and range testing.
- Incorporating sort functions to manipulate
report sequences.
- Insertion of calculations and aggregate functions
into queries to generate derived data columns.
- Illustrate the role of the grouping and sorting
operations in report formation, additionally
recognize the impact on query performance.
- Ability to customize and modify the report
layout to add headers, footers and other customized
information to the report template.
- Use of the drill down function to provide
in-depth analysis of report information.
- Depict the capabilities of UDO (user defined
objects).
- Illustrate techniques for report distribution
and sharing.
- Use of the Slice & Dice panel to provide
further delineation of corporate data.
Class Format
Lecture and Lab
Course duration:
2 days
Course outline:
Corporate
Reporting
- Client role
- Data Warehouse
- Data utilization by users
- Warehouse data: real-time, reconciled,
derived, changed and metadata
- Using a data warehouse
- BusinessObjects environment
- Role of the BusinessObject universe
- Integrating data warehouse to BusinessObject
universe
- Viewing available universes
Advanced
Query Operations
- User objects and restrictions
- Formula options
- Incorporating user objects
- List of Values: defining, editing and
utilizing
- Assigning personal data
- Complex conditionals
- Conditional grouping with AND and OR
operations
- Viewing predefined conditions
- Prompted conditionals
- Building prompt phrases
- Combined queries: Minus, Interset and
Union
BusinessObject
Overview
- Universe usage
- Selecting a universe
- Building queries
- Presenting query data
- Information sharing
- Central repository
- New report wizard
- Universe objects: dimensions, details
and measures
- Query panel components
- Classes and Objects
- Conditions
- BusinessObjects Workspace
- Menus and toolbars
Data Providers
- Defining additional data providers
- Using Stored Procedures
- Connecting to Stored Procedures
- Free-hand SQL scripts
- Creating SQL connections
- Saving and accessing SQL scripts
- Personal data files
- Accessing spreadsheet data
- Access Access data
- Combining data sources
Basic Query Operations
- Conditional expressions
- Query conditionals
- Condition types
- Predefined conditions
- Conditional operators
- Between
- In List
- Is Null
- Pattern matching
- Sort operations
- Manage sorts
- Report Summary
- Formatting reports
- Titles
- Cell formatting
- Charting
Report Workspace
- Capabilities
- BO Workspace
- Toolbar options
- Workspace organization
- Page layout
- Structure layout
- Structure View
- Report Manager views
- Building blank reports
- Report duplication
- Refreshing reports
- Refresh data options
- Saving
- Enterprise access
- BusinessQuery files
- HTML publication
Managing Tables
and Data
- Rotating tables
- Reorganizing data
- Moving columns
- Copying columns
- Source formatting
- Adding/removing report data
- Crosstabs
- Inserting new tables
- Free-standing cells
- Master vs Detail reports
- Section delimiters
- Applying filters
- Formula editor
- Sort operations
- Ranking
- Report Alerts
- Report breakpoints
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