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Introduction to Business Objects XI Desktop Reporting
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

Please contact your training representative for more details on having this course delivered onsite or online

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