BusinessObjects Set Analysis XI R1/R2: Creating Sets

Course Overview

BusinessObjectsTM Set Analysis XI provides you with the ability to track the migration of customers between business segments and better understand how business is changing. This two-day instructor-led classroom course is designed to give you the comprehensive skills and in-depth knowledge needed to include set-based metrics within a corporate dashboard.

The business benefit of this course is that you can segment customers, products or other business information to fully understand the main business drivers.

The main change in Set Analysis XI R2 is scheduling of set refreshes, which now use the scheduler included in BusinessObjects Enterprise XI R1/R2 platform. A more subtle change is that several analytics - such as Metric List and Metrics Overview - have a sleeker appearance and the workflow to create them has changed very slightly.

Overall, the process to create sets, set-based metrics and set-based analytics remains the same, so the content of this course is entirely relevant for Set Analysis XI R1 as well.

Audience

The target audience for this course is Performance Management designers and power users who create sets and set-based metrics for use in analytics and reports, author analytics and reports based on sets and analyze and interact with sets. This target audience may also use sets as input into other activities such as campaign planning.

Prerequisites

• BusinessObjects Dashboard Manager: Designing Dashboards
• BusinessObjects Universe Designer

Course Outline

Getting Started

• Describe and launch Set Analysis
• Describe how Set Analysis integrates with the Performance Management architecture
• Describe typical set users and workflow
• Describe Set Architect

Creating Static Sets

• Build static sets using the Visual Data method

Creating Static Set Metrics

• Create a set-based metrics universe
• Create static set-based metrics

Creating Dynamic Sets and Metrics

• Create dynamic sets and set-based metrics
• Schedule set refreshes

Using Set-based Analytics

• Export the Set Analysis system universe
• Use set-based analytics

More Set Building Methods

• Combine sets using Visual Sets
• Build sets using Free Hand SQL

Analyzing Migration and Overlapping Membership

• Analyze migration of members between sets
• Create migrant metrics and analytics
• Analyze overlapping membership

Creating Membership Lists

• Create list output templates and generate membership lists
• Build sets using the Import method

BusinessObjects Set Analysis XI R1/R2: Creating Sets / PM370R2