Lab: Web Intelligence:

BEX Query
Scenario
Create a Web Intelligence report on BEX Query
Objectives
In this lab, you will:
Create a Web Intelligence report on BEX Query
Become Familiar with the user interface and its arious panels and modes
!et section, !et brea", calculation, formatting, turn to chart
Pre conditions for this lab:
#ogged onto BI launch pad as user: train$%%, password: train$%%
Where %%& '' to ('
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Webi activities
Exercise 1: Create a report from a BEX Query
Ste !" : Launch S#P BusinessObjects Web Intelligence
From the !tart menu, select +rograms $1!*+ Business.b/ects Enterprise XI23' $1 !*+
Business.b/ects Enterprise Client 4ools $1 Interactie *nalysis 5es"top
Ste $" Oen a data source
4he Webi panel appears, select the BEX data source3
#ogged onto Web Intelligence as user: train%&&' password: train%&&
Where %%& '' to ('
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Ste (" Select the Oen a data source
Into the folder )connections)Webi*+raining' select the .#*+ Connection:
+rain*XX*BO!,,*Sales 6Where %%& '' to ('7 and select on the left pane the 8uery : Sales
Order ,!
5epending of your user, you will find the BEX 8uery in different places
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Ste -" : .reate the reort : add objects
!elect the following ob/ects: :Calendar ;ear 0 <onth= and :!old$to$+arty= and add them to the
:>esult .b/ects=
!elect: :+roduct ?ierarchy for material <*>*= and add it to the :>esult .b/ects=
!elect: :!ales .rgani@ation=, :5iision= and add them to the :>esult .b/ects=
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Finally select: :Incoming orders= and add them to the :>esult .b/ects=
Ste /" : .reate the reort : add .alendar 0ierarchy 1e2bers
;ou are going to add hierarchy members to the :Calendar ;ear 0 <onth= ob/ects3
.n the :Calendar ;ear 0 <onth= ob/ects, clic" on the down arrow

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*nd select the following members
Ste 3" : .reate the reort : add 1aterial 0ierarchy 1e2bers
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;ou are going to add hierarchy members to the :+roduct ?ierarchy for material <*>*= ob/ects3
.n the :+roduct ?ierarchy for material <*>*= ob/ects, clic" on the down arrow and select
:5escendants=

*s you want also to hae also the class, please select :
Ste 4" : 5esult for your Query Panel
;our Query +anel should display as follows:
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Ste 6" : 5un your Query
Clic" :>un Query=
Ste 7" : 5esult for your 5eort
;our report should display as follows:
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Exercise 2: BI 4.0 Rich Client an formattin!
Overvie8 and goal
In this e%ercise, you will use the new Web Intelligence BI23' client and become familiar with the user interface, its
arious panels and modes3
Ste !," : Save coy of your docu2ent
;ou are going to sae your document to the des"top3
From the menu, clic" on the icon :sae=, and select :sae as=
!elect your serer :Wdflb2tXXXX= and your :9avorites= folder and sae the document as
:E&ercice$: ; <your user na2e:3
Ste !!" : 5eading 2ode
By default a report is open in :=esign= mode3
!witch to :5eading: mode by clic"ing on :>eading=
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;ou can only iew it or perform few actions 6read only mode73
Ste !$" : 5ight clic> functions:
Fote that right clic" has limited use as you are in :>eading= mode3
+lease try all functions: E%pand Children, CollapseG !ymmetric, *ll, 5rill33
Ste !(" : =ocu2ent su22ary :
In :>eading= mode, you hae a choice of different information displays for the left panel3
!elect each panel and see the result3
+lease try all actions: >eport <ap, Input Controls, *ailable .b/ects33
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Ste !-" : =ata 2ode :
By clic"ing in the :5ata= mode, you are able to display information about your Query
!elect the different ob/ects of your Query and loo" at the result3
Ste !/" : =esign 2ode
4o modify your report, you need to switch to :5esign= mode3 !ee screenshot below3
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In 5esign mode, you hae access to a number of additional menus for editing3 4hese are shown
below:
By default the :5ata *ccess= menu will allow you to manage the data feeding of your document3
In the :*nalysis= menuG you will be able to use all the analysis functionalities of the product : Brea",
Filter, Input 33
4he :>eport Element= menu will allow you to add graphs, tables, cells and format these elements
4he last two menus allow you to modify the layout and format of your document
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Ste !3" : ?avigation @ e&and @ collase hierarchy :
In Web Intelligence BI23', you can collapse and e%pand the hierarchy data3 !elect the :+roduct
?ierarchy for material <*>* :column A!B, right clic" and select :*ll A$B $1 E%pand *ll ?ierarchies
A(B= and start the naigation3 In 5esign mode, the :right clic"= menu has 8uite more possibilities3
Ste !4" : ?avigation in the reort
*t the bottom right of your reportG you will find a new naigation method3 Hse the :Scroll: button
to naigate in your document3
+lease try to reach the page < -= using the scroll button
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Ste !6" : =ulicate the reort
*t the bottom right of your reportG right clic" and select :=ulicate:"

Ste !7" : =elete colu2n <Sales OrganiCation:
In your report, right clic" on the column :Sales OrganiCation= and delete the column3

Ste $," : #utofit 8idth the 8hole table
!elect the all table Athe 8hole table should be highlightedB and right clic" on 9or2at cell
Select <*utofit Width=
Ste $!" : Set as Section the .alendar year
>ight clic" on the :Calendar ;ear= column A!B, and select :!et as !ection= A$B from the dropdown
menu

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Ste $$" : #dd a Brea>
!elect the :5iision= column A!B and add a table brea" by selecting the :*nalysis= $1 :5isplay= $1
:Brea"= $1 :*dd Brea"= A$B3

Ste $(" : 9old% Dnfold
Hnder :#nalysis E Interact= menu, select :Outline= ;ou can easily e%pand or collapse your
section3
Ste $-" : 5esult for 5eort
;our report should now display as follows:
Ste $/" : Save coy of your docu2ent
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From the menu, clic" on the icon :sae=, and select :sae as=
!elect your serer :Wdflb2tXXXX= and your :9avorites= folder and sae the document as
:E&ercice$: ; <your user na2e: Ste $/3
Ste $3" : #dd a Su22ary .alculation
!elect the :Inco2ing Order= column and add a summary by selecting: :#nalysis: %F
<9unctions= %F <Su2:

Ste $4" : 9or2atting
!elect the column :Inco2ing Order= and in the :#nalysisE .onditionalE ?e8 5ule= menu, the
:9or2atting 5ule Editor Window appears3

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Fow apply the different formatting effects to your report as described in the below windows3
When clic"ing on :9or2at: 6picture aboe7 the :9or2atting 5ules =islay= appears3
Ste $6" : #lying the <9or2atting 5ules:
;ou defined the :9or2atting 5ules= in the preious step3
Fow you hae to apply it to document3 !elect the column :Inco2ing Order: and in the
<#nalysisE .onditionalE 9or2atting 5ules: menu, select :.onditional 9or2at A!B=
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Ste $7" : 5esult for 5eort
;our report should now display as follows:
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Exercise ": BI 4.0 Rich Client an Charts
Overvie8 and goal
In this e%ercise, you will use the new Web Intelligence BI23' client and create graphical3
Ste (," : #dd a reort"
*t the bottom right of your reportG right clic" and select :#dd 5eort:"

Ste (!" : #dd objects"
!elect: <.alendar GearE1onth:' <=ivision:' Inco2ing Orders: and add them to the :>esult
.b/ects=
Ste ($" : #dd 9ilter
!elect the :calendar Gear= column right clic" and select :Filter= $1 :*dd Filter=

Filter with the alues :=E. $,,4: and <H#?$,,6:
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Ste ((" : 5efresh reort
4he alues for the measure are not aailable <I+O5E95ES0:" *s you are manipulating .#*+
data, all alues are not aailable in the WebIntelligence <icroCube3 ;ou need to refresh each
time you changed or added the a%is of analysis3
!elect the :5efresh = button
Ste (-" +urn to .hart
!elect the three columns of your table, right clic" and select :+urn Into: %F <.olu2n:

Ste (/" : 5esult for 5eort 8ith .hart
;our report should display as follows:
End of lab
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