BusinessObjects 6.5: Web Intelligence

Course Overview

This two-day instructor-led course is designed to give learners the comprehensive skills and in-depth knowledge needed to create, analyze, and share WebIntelligence documents.

Audience

This course is designed for WebIntelligence report builders.

Skills Gained

After completing the course, learners will be able to:

• Describe the key concepts and terms of WebIntelligence
• Log on to InfoView to access, create, and assign categories to personal documents
• View documents in InfoView
• Create documents with queries
• Restrict data returned by a query
• Display information in different table styles and charts
• Format reports
• Create formulas and variables
• Analyze data
• Share documents

Prerequisites

In this course you will be working intensively with WebIntelligence. To successfully understand the content and complete the activities, you must already able to:

• Understand and use Windows conventions
• Understand basic database concepts

Course Outline

Introduction to WebIntelligence

• Describe the core concepts of WebIntelligence
• Explain the business processes for report creation
• Define the core functionality of WebIntelligence

Getting Started with InfoView

• Log on to and off from InfoView
• Access documents
• Manage document categories
• Set password options
• Use online Help
• Customize a personalized view of InfoView

Viewing Documents in InfoView

• Set viewing options
• View and modify WebIntelligence documents in HTML Interactive format
• View BusinessObjects documents in several formats
• Refresh documents from InfoView
• Print documents from InfoView

Creating Documents with Queries

• Use BusinessObjects universes to create queries and build reports
• Differentiate between the two report panels
• Build queries using the Java Report Panel
• Edit queries
• Save a WebIntelligence document

Restricting Data Returned by a Query

• Apply query filters
• Use a prompt to filter data when the query is run
• Apply complex filters
• Group filters by priorty

Displaying Information

• Describe the different types of tables and charts for displaying information in a report
• Create vertical, horizontal, crosstab, form tables and charts
• Change table and chart formats
• Add data to existing tables
• Duplicate tables

Enhancing the Presentation of a report

• Create breaks, sections and report filters to display information
• Add calculations to report
• Sort information in reports
• Add blocks to report sections
• Create alerters

Formatting Reports

• View document properties
• Modify default table and cell properties
• Format tables and charts

Creating Formulas and Variables

• Create simple formulas
• Create, edit and delete variables
• Create variables to capture user responses to prompts
• Use document functions to save document information in reports

Analyzing Data

• Create, navigate and take a snapshot of a drillable document
• Use drill functions to view a document onInfoView

Sharing Documents

• Save and send documents to WebIntelligence users
• Open documents received
• Save documents in PDF and Excel to share with others