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WebIntelligence for OLAP User's Guide

1. L Formatting Your Report Webilntelligence for OLAP User s Guide When you make a contiguous selection on the column axis e the anchor is the first member label to the left e the focus is the element being clicked e the selection is the anchor the focus and all the elements in between Selection archer 100_ Focus 300 1 Boe a o Jaen Product Year CET 704800 6 721 00 5 929 00 5 005 00 EE 7872 00 7 030 00 6 769 00 5 436 00 In an axis with nested dimensions e the anchor is the first label at the top or the left of that dimension s nested group gt Cells When no anchor in a contiguous cell selection exists e the anchor becomes the top left cell e the focus is the cell you click while you press the shift key e the selection becomes all the cells in that block EXAMPLE Contiguous cell selection You press the shift key while you click the cell 7 198 00 Since there is no implicit anchor the top left cell becomes the anchor 7 048 00 The selection is the block of cells between the anchor and the focus Fer Year 048 00 6 721 00 5 929 00 5 005 00 7 017 00 7 872 00 7 030 ool 769 00 5 436 00 7 336 00 i 511 00 7 005 00 6 698 00 5 698 00 7 532 00 037 00 7 198 00 6 403 00 5 162 00 6 941 00 Focus Making multiple selections Webilntelligence for OLAP User s Guide Troubleshooting advice Please make note of these warnings on
2. The Custom Calculation B 2 mg Vy che 4 HE ig dialog box appears OLAP Report when you select a single aaa Edt Calculation Calculated cell and click Customer aa canada Mexico Channel the Edit Calculation BAYAAN 156 254 03 2 098 022 64 654058296 Dutton on the toolbar Online 4073 629 17 6 604 973 70 Store 3 421 014 00 10 443 954 04 2 156 264 03 6 169 651 81 13 145 557 56 P Quick calculations with Microsoft SQL Server Analysis Services You can select two or more members from a single dimension The order the of operation for quick calculations depends on the order in which you make your selection Webilntelligence for OLAP User s Guide The following quick calculations are available Add e Subtract e Multiply Divide e Percent Difference NOTE To perform a percentage difference you only need to select two members When you select this type of calculation only the first two members that you select are used in the expression To create a quick division calculation 1 Click the first member column caption such as M member such as USA in the grid exico then the second 2 Click the calculations drop down arrow on the toolbar and select Divide B2 M S vy we fy PB Ge is OLAP Report Add Customer Subtract ustomer i Canada Mexico Multiply 2 16 264 03 2 098 022 64 Percent Difference CA 2 156 264 03 6 169 651 81 13
3. Webintelligence for OLAP User s Guide gt Labels When you make a label selection e Ifan anchor already exists when you select labels the selection includes all the labels between and including the anchor and the focus e If any labels are outside of this group selection either single or fragmented selections they are no longer selected e The focus becomes the element you select and the selection includes the anchor the focus and every element in between An explicit anchor must be the same element type as the focus If not you see the Invalid Selection message in the status bar gt Cells When you make a cell selection e ff the focus is on the same row or the same column as the anchor all cells between and including the anchor and the focus are also selected e if the focus is on a different row or column the block of cells between the anchor and the focus are selected any cells outside of this selection single or fragmented selections are no longer selected Making a contiguous multiple selections without an explicit anchor gt Labels When you make a contiguous selection on the row axis e the anchor is the first member label at the top e the focus is the element being clicked e the selection is the anchor the focus and every element in between Product E Ab Year Anchor r Ea 7 048 00 6 721 00 election B 7872 00 7 030 00 Focus AAAS 8 511 00 7 005 00 7 037 00 7 198 00
4. Dimension Customers Current Sort No Sorting No Sorting C Sort By Values C Sort By Member Labels Ascending C Descending PJ Click Sort by Member Labels Click either Ascending or Descending Click OK The member labels for the innermost row dimension of your report appears in the alphabetical order you selected The report column s display s data according to the alphabetical sort you selected Removing sorts To remove a sort from your report Select the column from which you want to remove a sort You must select a column even if the report contains only one column On the toolbar click the Sort drop down arrow The Sort menu appears From the Sort menu select Clear Your column data displays without a sort WebIntelligence for OLAP User s Guide Suppressing empty cells Suppressing empty cells reduces the size of the report by only displaying relevant information A toggle button controls whether empty cells are shown or hidden in a Weblntelligence OLAP report When the button is raised the report displays empty cells When the button is depressed the report does not display empty cells The default setting is to hide the empty cells If the button is depressed to hide empty cells a column or row is hidden only if it is completely empty If the column or row contains even one non zero value then the column or row is displayed Suppressing empty cells Webilntelligence for OLAP
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6. 0 c eee eee Member filtering 0c cee eee eee eee eee Level filtering scaccani ernest oe Ba cs BANG we NG BUG Bale eee ee ee Dynamic Time Series 000 00 cece eee teens Viewing reports with Page Axis e eee eee eee Changing the report view 00 0c c eee eee eee Getting information about your report asean Saving and sharing your report 20000 ccc ee eee eee Printing your report 2 2 soa aa aa ira e aa aa ee nes 15 17 23 25 28 30 34 38 42 48 55 58 60 63 64 69 70 Contents Webintelligence for OLAP User s Guide Chapter 3 Chapter 4 Chapter 5 Chapter 6 L Contents Working with Charts Creating charts eee eeeee Chart types 034 pigaan 5s es nese BALE ee eseveeees Refining chart data a Drilling on charts 00 Printing chars a edhe pe de ae ee Analyzing Your Data Drilling on tables 00 0 0 ce eee eee Performing multiple operations Value filtering 20000 cee eee eee Ranking data saasaa ains aa ara aa ana aa E eee Removing all your query elements Removing or keeping some query elements Using multiple hierarchies and alternate hierarchies Performing quick and custom calculations Formatting Your Report Changing report grid layout Formatting measures SONING pawala Seca cates HAKBANG nG Suppressin
7. TIP If you drop a dimension into the row or column the same member expression as the page axis is evaluated The same member expression is evaluated if you drag the filter axis for Microsoft SQLServer Analsys Services and SAP BW For SAP if you drag a dimension from the Page axis to the Filter axis the active member reverts to the same Dimension that appeared before you performed the drag The current active member displays Pages Product Ac Customer Channel B 2 156 264 03 2 096 022 64 6 540 583 96 4 073 629 17 56 604 973 70 3 421 014 00 10 443 954 04 the dimension format is the same as the dimensions on the row and column axis the member format is the same as for the row and column report members 4 To evaluate another dimension click the drop down arrow next to the page axis 5 Select a different member from the list The report display updates to reflect the new data slice gt Page axis formatting and information Although you will most likely need to display only one or two page dimensions at atime the page axis labels wrap to fit into two columns When you select page a axis dimension it displays in the query panel next to the page icon The Report Information page displays the page axis information For more information on what appears in the report information see Getting information about your report on page 64 L Creating and Editing Weblntelligence OL
8. Measure Customers CA Current Measure Customers CA s 11000 Members sorted Getting information about your report Webintelligence for OLAP User s Guide Editing your data source Once an OLAP document has been created you might want to migrate that document from the original data source to another data source This is useful if your organization is upgrading from a test OLAP server to a production OLAP server You do this by changing the OLAP server database and cube accessed by an OLAP document gt Editing your data source You edit your connection settings from the Report Description To connect to another OLAP data source o 1 Click the Report Information button Your report information displays in the left panel 2 In the upper section of the Report Description click Edit Your connection settings appear as editable text in three boxes 3 Enter the server name database and cube to which you want to connect 4 Click Change The Report Description closes and your report is refreshed against the new data source The Query Panel displays the new cube s dimensions If you connect to a cube that does not contain the dimensions that are on either the row or column axis in the report grid WebIntelligence changes the data source but omits the missing dimensions from the new report grid L Creating and Editing Weblntelligence OLAP Reports WeblIntelligence for OLAP User s Guide Saving and sharing you
9. Name mexico USA Name of the calculation Precedence text box 1 Precedence text box See Understanding Precedence on page 135 Calculation Definition Customer All Customer Mexico Customer All Customer USA Calculation Definition text box and editor a z i operator buttons E All Customer Canada dimension member selection list Mexico USA z buttons to save cancel or test your OK Cancel Validate a eS calculation Performing calculations with Microsoft SQL Server Analysis Services Calculations are member based operations You can choose a set of members and use various operators on them to perform calculations There are two types of calculations simple operators such as addition subtraction division and multiplication aggregate functions such as sum minimum maximum average standard deviation variance median TIP For full information and further discussion of MDX based calculations there are a number of complete references available Two specific references are Microsoft Olap Solutions by Erik Thomsen et al Publisher John Wiley amp Sons Book and CD ROM edition September 1999 ISBN 0471332585 WebIntelligence for OLAP User s Guide MDX Solutions With Microsoft SQL Server Analysis Services by George Spofford Publisher John Wiley amp Sons Book and CD ROM edition July 20
10. OLAP cube is roughly the same as a database in relational terminology Terminology WeblIntelligence for OLAP User s Guide Term used by WebiIntelligence Analysis Essbase DB2 Definition of term for OLAP data Services OLAP sources Measures Measures Dimension of type Key figures Corresponds to the Accounts BusinessObjects full client and Webintelligence concept of measures Dimension Dimension Dimension Characteristic Classification that groups related business data such as product lines or sales regions or time Member Member Member Characteristic A value of a value dimension Moving and swapping dimensions This table shows the differences between the OLAP servers when moving or swapping dimensions Server Behavior Analysis Moving a dimension to any axis does not affect ranking Services value filtering or ordering SAP BW When a dimension is moved to the filter axis it is set to the default member which removes all the other members from the dimension Essbase DB2 If the innermost dimension on the row axis is changed OLAP then ranking value filtering and ordering are cleared If a dimension on the row or column axis is moved to the filter axis it is set to the default member If the dimension has only a single member selected then it remains unchanged L Differences Among OLAP Servers Drilling WebInt
11. Retail 2002 All Objects Retail 2002 HierNode Test O Retail 2002 Cust Hier Mandatory Retail 2002 Cust Hier Optional Retail 2002 Cust Hier Node Mandatory Multi O Retail 2002 Cust Hier Node Mandatory Sinale 2 The prompt dialog box appears p Please enter in the following predefined prompts denotes required fields Customer lt Undetinad gt Customer Mandatory Hierarchy 01 3 Click the lt Undefined gt hyperlink for the required prompts or click OK if not required An asterisk denotes a required field The Select Members dialog appears and displays the hierarchies with the active and inactive hierarchies 4 Double click the members you want to appear in the query from the Select Members dialog box L Analyzing Your Data Webilntelligence for OLAP User s Guide Select Members Custamer Available Members fs ZCUST_ID ZCUST_ID The All member A Z_CUST_HIER_SMALL Z_ does not appear with BW variables Query Members 5 Click OK to save the changes and refresh the query Using multiple hierarchies and alternate hierarchies WeblIntelligence for OLAP User s Guide Performing quick and custom calculations It is now possible to create calculations within the OLAP Panel Already calculations reside in the cube and results appear when you select the members in your query Up until now it was not possible to perform additional calculations that you define as part of the
12. The different states are Multi selection state Description anchor represents the last element selected except in the case of a contiguous selection focus represents the last element you click selection includes the anchor the focus and all the elements that you select except when you use the Control key to unselect an element What can you select gt Cell elements When you select a value cell in a table or cross tab you are making a cell selection gt Member labels When you select a member label you are making a member label selection Channel member label USA Canada Mexico L Formatting Your Report WeblIntelligence for OLAP User s Guide gt Dimension labels When you select a Dimension label you are making a dimension label selection Channe Customer dimension label Canada Mexico EUSA Canada Mexico ii gt Selecting more than one type of element at a time When you select any combination of elements you are making a multiple selection on different label or cell types Channe Customer dimension label Mexico member label i What are the different types of selection you can make There are four types of selection possible e Single selection e Fragmented selection e Contiguous selection e Heterogeneous selections The following section details how to make the selections and the type of behavior you can expect when yo
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14. displaying it without a separator as 456789 22 By default long numbers are displayed with thousands separator symbols gt Removing the thousands separator To remove the default thousands separator display for large numbers 1 On the toolbar click the Formatting drop down arrow 2 Select Measures The Format Measures dialog box opens 3 Select the measure you want to format from the drop down list under Apply to Click Custom 5 From the Grouping drop down list select the number that displays without a thousands separator 6 Click OK Your report displays large measures without thousands separators gt Formatting measures Webintelligence for OLAP User s Guide Removing measure formatting options You can remove any or all formatting options you have applied to a measure in your report gt Removing individual measure formatting options To remove specific measure formatting options from your report 1 2 gt gt 1 2 L Formatting Your Report On the toolbar click the Formatting drop down arrow From the drop down menu select Measures The Format Measures dialog box opens Select the measure you want to format from the drop down list under Apply to Unselect the formatting option s you want to remove Click OK Your report no longer displays the unselected formatting option s Removing all measure formatting options To remove all measure formatting options from your rep
15. lt Between Not Between L Formatting Your Report Weblntelligence for OLAP User s Guide One input control box is enabled if you select any of the operator symbols Two input control boxes are enabled if you select Between or Not Between Value TO 0001 pe If you select a simple operator the right input control is enabled Value Between hed 500 01 AND 599 01 If you select a binary operator both input controls are enabled The logical AND caption is enabled The input control after the AND caption is the left value 5 Enter the appropriate number in the input control box es or click the value cell in the report grid The value that appears in the input control box is derived from the source and is therefore precise Although you select the value from the report grid the value that appears does not take into consideration formatting or rounding formats 6 Select a highlight color for the foreground by clicking the drop down color box next to Foreground Preview Foreground 123 45 E Exceptions Defined The color palette appears 7 Selecta highlight color for the background by clicking the drop down color box next to Background Preview Foreground v 123 45 Background R Exceptions Defined The color palette appears and the Preview box displays your choices Building in report exceptions _ WeblIntelligence for OLAP User s Guide On
16. 33 6 857 905 20 Quick Calculation menu contents depends on the server L Analyzing Your Data WebIntelligence for OLAP User s Guide fx lg By fx FF Z45 Add 5 Add Subtract Subtract Multiply Multiply Divide Divide Percent Percent Difference Percent Difference r gt Sum Range Custom Aggregate Custom Average Median Available Essbase server saim i Maximum quick calculations as Std Deviation Available MS SQL Server Analysis Services quick calculations The Essbase server and Microsoft SQL Server Analysis Services display different operators and functions Clicking the arrow displays the quick calculations available for your OLAP server Depending on your OLAP server only the relevant operations operators and functions are available Custom calculations feature overview When you select custom calculations the Custom Calculations dialog box replaces the Query Panel There are two reasons to use the custom calculation feature e to create more complex calculations that go beyond the capacity of the quick calculation menus such as formulas that contain more than one operator A B C D e to edit the calculations created with the quick calculation menu Performing quick and custom calculations _ Webintelligence for OLAP User s Guide L Analyzing Your Data The Custom Calculation dialog box for Microsoft SQL Server Analysis Services Custom Calculation Customer
17. 68 3 058 010 25 0 88 122000 i 649 970 01 ERM 25 795 225 03 3 109 732 336 857 905 20 0 88 To edit the text that appears in the new column heading 1 Click the new column heading then click the Calculation icon to display the Custom Calculation dialog box 2 Enter the text changes in the Name text box 3 Click OK to save your changes and regenerate the grid gt Custom calculations To create a more complex or custom calculation you can either edit an existing calculation or make another column selection by pressing the Control key 1 Once you have your selection click the drop down arrow from the WeblIntelligence for OLAP User s Guide Calculation icon on the toolbar and select Custom The Custom Calculation dialog box displays with a complete Calculation Definition containing the formula you are editing a blank Calculation Definition if you have made a new selection Custom Calculation Name Percent difference of Fashion and Sports Wea Name of the calculation text box Calculation Definition 1 2 1 Calculation Definition text box and editor _ operator buttons 1 Fashion 2 SportsWear 3 Work 4 Percent difference of Fashion and S dimension member selection list buttons to save OK cancel validate cancel or test your calculation Essbase server Custom Calculation dialog box Dimension members
18. 7 037 00 7 198 00 6 403 00 5 162 00 6 941 00 Market L Creating and Editing Weblntelligence OLAP Reports WebIntelligence for OLAP User s Guide Including measures Measures appear in the body of your report and are the numbers on which you make your comparisons gt Adding measures to reports using an Essbase DB2 OLAP server If you are using an Essbase DB2 OLAP server Measures is another dimension which can have a full dimensional hierarchy You can add multiple measures to reports using the Select Members dialog box If you select only one measure all the data is filtered according to that measure The name of the measure appears in the Query Panel but does not appear in your report If you select more than one measure the names of the measures appear in your report If several dimensions are selected for the columns the measures will be the innermost level that is to say the level closest to the data in the report gt Adding measures to reports using an Analysis Services or SAP BW server Analysis Services and SAP BW servers do not consider measures as dimensions Instead measures are a collection of members within a single level Measures are called key figures in SAP BW If you select only one measure all the data is filtered according to that measure The name of the measure appears in the Query Panel but does not appear in your report To add
19. Contains no database format choice Settings are retained from the database Formatting measures WeblIntelligence for OLAP User s Guide Formatting a measure To format a measure 1 Open your report 2 Click Measures from the Format menu The Format Measures dialog box appears Sample of an MDX format editor with one measure Abid Els eo and no format setting Apply to 1 The list box under Apply to is populated with nt Ses a members found in the Measures dimension If you first select a measure in the report this will reflect the Default selection Otherwise the list box displays Select a C Database Formatted Measure C Custom I Symbol 2 Available format options yi The Database Formatted option is hidden for p 4 Essbase servers C Percentage 3 If you select Custom option the Symbol check box 0 01 gt 1 is enabled Decimal Places 2 z O 4 If you click the Symbol check box then the Grouping 1 234 Currency and Percentage options are enabled along with their dependents the currency text box and the percentage conversion check box Both dependents are empty until you set them 5 The percentage conversion check box to alter Formatted Measures magnitude 6 The Decimal Places option allows you to set the set nero number of decimal places The Grouping option allows you to set the grouping choice 7 The Formatted Measures list box displays the list of defin
20. In the upper drop down list box select either Top or Bottom Enter a value in the text box for the number of rows you want to include in your rank In the lower drop down list box select Percent Your report displays column data in the order of the rank you specified Your report description includes your custom rank WebIntelligence for OLAP User s Guide To apply a rank to the sum of the values for the rows 1 2 Select the column on which you want to perform a rank On the toolbar click the Rank drop down arrow The Rank drop down menu appears From the drop down menu select Custom The Rank by Value dialog box opens In the upper drop down list box select either Top or Bottom Enter a value in the text box for the number of rows you want to include in your rank In the lower drop down list box select Cumulative Your report displays column data in the order you specified Your report description includes your custom rank Ranking data WeblIntelligence for OLAP User s Guide gt Removing ranks To remove a rank you performed on column data 1 Select the column from which you want to remove a rank 2 On the toolbar click the Rank drop down arrow The Rank drop down menu appears 3 From the drop down menu select Clear Column data displays without a rank Ranking data without parent values L Analyzing Your Data You may want to perform a rank or have performed a rank on the values in
21. OLAP databases Audience This guide is intended for end users of Weblntelligence for OLAP data sources Conventions used in this guide The conventions used in this guide are described in the table below Convention Indicates This font Code SQL syntax computer programs For example Select Country Country Id This font is also used for all paths directories scripts commands and files for UNIX Some code Placed at the end of a line of code the symbol 4 more code indicates that the next line should be entered continuously with no carriage return DIRECTORYPATHNAME The path to a directory in the Business Objects installation configuration directory structure For example e SINSTALLDIR refers to the Business Objects installation directory e SLOCDATADIR refers to a subdirectory of the BusinessObjects installation directory called locData L Maximizing Your Information Resources Getting Familiar with OLAP 4 Webilntelligence for OLAP User s Guide Overview This chapter explains some of the basic concepts of multi dimensional OLAP If you are already familiar with OLAP terminology you can skip to the next chapter Creating and Editing WebIntelligence OLAP Reports on page 23 This chapter covers the following topics e OLAP database terms e Types of hierarchy L Getting Familiar with OLAP WebIntelligence for OLAP User s Guide Basic OLAP concepts A relational databas
22. Scenario E 511 00 7 005 00 6 698 00 5 698 00 7 532 00 a r Catteinated EE 037 00 7 198 00 403 00 5 162 00 6 941 00 Attribute Calculations Default report for Analysis Services and SAP BW servers Query Panel B 2 Q F Vv hy Shy fx EB G Bana OLAP Report O Education Level Education Level Il Education Level Customers O Gender All Customers 266 773 00 marital Status a Measures Default Unit Sales O Product Promotion Media Promotions O Store O Store Size in SOFT O Store Type Time a Yearly Income The Weblntelligence OLAP environment _ Webilntelligence for OLAP User s Guide Opening an existing report You access existing reports via the InfoView home page It displays three document list names as shown below e Corporate Documents those documents that you are allowed to access in the corporate repository e Personal Documents those documents that you have saved for your own personal use e Inbox Documents those documents that other users have sent you Corporate Documents Personal Documents t as Access documents available to you and other users PD Access the documents you saved for Bl your personal use as well as the documents other users have sent to you Advanced Inbox Geography Human Resources North America Oceania South America New Document Marco Products 15 Create a new document from a Universe xxsvdds Hat Pow
23. User s Guide Indenting Indenting rows in a report can make it easier to navigate through report data Using the indent option The indent option controls whether the names of children of an item on a report row are indented from the parent The default setting is to indent the children Indenting applies only to report rows not to columns 2 355 00 2 329 00 2 323 00 2 364 00 2 257 00 2 141 00 2 329 00 2 323 00 2 364 00 2 257 00 7 048 00 6 721 00 Rows indented 7 872 00 7 030 00 BORA 511 00 7 005 00 RA 7 037 00 7 198 00 Rows not indented 7 048 00 6 721 00 elem 7 872 00 7 030 00 elem 0511 00 7 005 00 lone a 7 037 00 7 198 00 gt Removing indenting To remove the default indenting from your report 1 On the toolbar click the Formatting drop down arrow 2 From the drop down menu select Parent Child The Parent Child dialog box opens Parent Child 3 Clear the Indent check box to unselect the Indent option 4 Click OK The rows in your report no longer display indented data L Formatting Your Report WebIntelligence for OLAP User s Guide Alias tables An alias table lets you display member names in different languages or display one set of names to users and a different set of names to the database administrator Alias tables are only available on Essbase DB2 OLAP servers Each alias table is a set of alternate names for the dimensions
24. a drilled down dimension After you drill down on a member however the report grid displays the drilled down values as well as the parent value Any rank you perform on the column data will include the parent value For example If you want to rank the drilled down data by Top 10 the top value in the column will be the parent value because it is an aggregation of its children s values Educatiun Level Bachelors Deyree Graduate Degree High School Dayrea 19 836 00 4 174 00 21 31 00 Altadena 387 00 113 00 597 00 Arcadia 629 00 97 00 702 00 Bellflower 727 00 113 00 1067 00 5 Berkeley 25 0 7 00 8 Beverly Hills 725 0 66 00 1 083 00 2 Burhank 914 00 126 00 1029 00 Burlingame 32 00 5 00 61 00 Chula Vista 629 00 167 00 773 00 Colma 54 00 13 00 7 00 Concord 39 00 14 00 z 00 Coronado 559 00 205 00 551 00 Daly City 22 0 a200 Downey 810 00 400 00 875 00 Webilntelligence for OLAP User s Guide In the last figure you have drilled down on California to see values for each city The parent value is included in the report above its children If you rank the customers in each city based on educational level California will be included in the rank Tducatinn evel Customers Bactelurs Deyiwe Graduate Degive High School Degree M urvan Bolondalo gt Ranking data on only the children of a drilled down member To perform a column rank only
25. carry out the same behavior as the enabled Add or Change buttons and the dialog box closes If the Add and Change buttons are not enabled then the dialog closes The Report Settings update based on the new format settings and the report displays Cancel or the Close to close the dialog and discard the Report Settings The report does not refresh and appears as it was before you opened the dialog box Clear to close the dialog and remove all existing Report Settings and refresh the report The Query Panel appears when the dialog box closes Understanding the measures in the drop down list When the dialog opens the choice of the measure in the drop down is based on the following considerations L Formatting Your Report the presence of a grid selection the axis assignment of the measure dimension the membership of the query members list Webilntelligence for OLAP User s Guide Use the table below to understand how measure selections are evaluated If Then your selection falls within the the coordinates of the anchor are considered grid first in helping identify the measure using the anchor in the case of multiple selections provides clear feedback to you to allow you to audit your actions you assign the measure then you can use the page member selector dimension to the page axis This can be set as the default when there is no query members list membership you assign the measure then the first member in
26. dimensions for Channel and Customer Channel D P Catalog Online Store Average of Catalog Online Store Customer 2 156 264 03 2 156 264 03 ETA 02261 4 073 529 17 3 421 014 00 3 195 888 61 BT 520 528 966 004 973 70 10 443 954 04 7 863 170 57 4 252 286 68 4 073 629 17 3 421 014 00 3 915 643 28 Performing quick and custom calculations _ Webilntelligence for OLAP User s Guide L Analyzing Your Data You create a calculation to display total for outside US and average for all channels by country The bottom right corner displays a number but you are not sure if it is the average of the averages or the average for Canada and Mexico To be sure you can set the precedence and determine which calculation result takes precedence 1 Click the Average of Catalog Online Store dimension and click Edit Formula on the toolbar The Custom Calculation dialog box displays Custom Calculation Channel Name Java Channels Precedence aaa Calculation Definition AVGI Channel All Channel Catalog Channel All Channel Online Channel All Channel 5tore a td E All Channel E Catalog Online Store 2 Enter a new shorter name in the Name text box 3 Enter 10 in the precedence text box The higher the number the higher the precedence that is a low number is solved first and the higher number is solved last The cal
27. format of the description is measure column grouped by column column by row grouped by row row EXAMPLE Report description with multiple columns and rows In this example Product oOo O o e a Year Scenario 12 656 00 2 534 00 2 627 00 6 344 00 2 408 00 3 549 00 9 727 00 10 731 00 5 854 00 8 087 00 South ene 4 775 00 6 115 00 2 350 00 4 912 00 Central 9 490 00 9 578 00 10 091 00 9 103 00 13 419 00 30 468 00 27 954 00 25 799 00 21 301 00 28 826 00 Report Information Report Title OLAP Report Connection Settings Edit Server Name IBM 2K Database Sample Cube Basic Time is the lowest dimension on the column axis Column Axis contains Product Year Product is above Time on the column axis Member filtering on Scenario is the innermost dimension on the row axis Row Axis contains Market Scenario Market is outside Scenario on the row axis Filter Axis contains Measures Caffeinated Ounces Pkg Type Population Intro Date Attribute Calculations Profit is the measure Description Year Grouped by Product by Scenario Grouped by Market About Webintelligence for OLAP Data Sources L Creating and Editing Weblntelligence OLAP Reports WeblIntelligence for OLAP User s Guide If you create a report with filters ranking or sorting the report description also reflects that If a report contains filters ranking
28. from each individual dimension following the above procedure Removing all member filters from a dimension on page 53 e Click the Clear Query button on the toolbar This action removes any member filters included in the report Report data is displays at its most aggregated level The Clear Query button removes all filters This button also removes all filters all ranking and all sorting You cannot remove any one of these elements without removing all of them Member filtering Webintelligence for OLAP User s Guide Managing large dimensions If your cube contains a flat file of thousands or hundreds of thousands of members Weblntelligence for OLAP helps you to manage the display by grouping the dimensions in smaller groups automatically The grouping is apparent in the Select Members dialog box This grouping is also helpful when using the search members mechanism because it allows you to limit your search to groups or sub groups with the click of mouse L Creating and Editing Weblntelligence OLAP Reports WebIntelligence for OLAP User s Guide Level filtering Levels specify the extent to which data is summarized or aggregated If the cube has a balanced hierarchy a filter on a level includes all the members at that level It does not actually filter anything out If the cube has a ragged hierarchy a level filter restricts all the members that do not have any data at that level For more information on the different type
29. from the beginning of the year toa specific month select M T D Click Add The Members dialog box appears MEMBERS Dynamic Time x Select Members for Jan z e Ea From the drop down list select the period up until which you want data to appear in your report for example July Click OK The Members dialog box closes and the Select Members dialog box is displayed If you do not want to add additional dynamic time series members to your report click OK Your report displays data for the selected time series Adding multiple Dynamic Time Series members To add another Dynamic Time Series member to your report 1 In the Select Members dialog box click the time series member you want to add The Members dialog box reopens Repeat steps 2 5 above until your report contains the appropriate time series members Dynamic Time Series Webilntelligence for OLAP User s Guide Viewing reports with Page Axis The Page Access view option is a way to quickly navigate through the dimensions Page Axis allows you to navigate through slices of the report while displaying the same row and column format Both Microsoft SQL Server Analysis Services and SAP BW support page axis For example your report may display the Time dimension on the Page Axis and the tables may display Sales for Product by Customer You can change the page axis to display data for different years or quarters Adding a page
30. grouping form the drop down list box next to Grouping 6 Click OK to save the formatting edits and generate the report gt Saving the format setting There are two levels of persistence covered in this section e session e report The report level persistence implies that unless you save the report all current session setting changes are lost When you open the report from the repository or file system location it is generated with the format settings persisted at the report level via the Report Settings facility Formatting measures Webintelligence for OLAP User s Guide The session level persistence involves consideration of whether a format setting exists for a measure and whether it has changed during the current session To Do this Change the default setting when no Click Add format setting exists and the Note The Add button changes to Change measure format is set to the default when you select an enabled formatted measure when the editor setting differs from the current setting Change the format when a setting Click Change already exists Remove current format settings for Click Clear enabled formatted measures Remove an individual format Click Remove setting when you select a formatted The button is enabled when you select the measure formatted measure This is equivalent to resetting to the default format options gt Click one of the following buttons OK to
31. in which data does not appear because Empty Suppression is turned on Weblntelligence for OLAP displays the following message B elme Ty wr A Ela OLAP Report There s nn data tn shaw afer Fmpty S ippressinr has heen applied Ta see tae empty cells turn Fropty S ippressinr off Click here ta go BACK Turn Empty Suppression off to see the empty cells Showing empty cells lets you know exactly what you have selected in you report allowing you to confirm your member selections when you filter For more information on showing or hiding empty cells see Suppressing empty cells on page 161 L Analyzing Your Data WebIntelligence for OLAP User s Guide gt Applying the default value filter The default value filter for a column displays all values greater than the selected cell To apply the default value filter to a column in your report 1 Select the cell in the column to which you want to apply a value filter 2 On the toolbar click the Value Filter button Your report displays data only for those rows that contain values greater than the value of the selected cell in the filtered column gt Applying standard value filters To apply a standard value filter gt or gt or lt or lt selected cell 1 Select the cell in the column to which you want to apply a value filter 2 On the toolbar click the Value Filter drop down arrow The Value Filter menu appears Co Clear Custom 3 From the Value F
32. more than one measure to a report using an Analysis Services or SAP BW server 1 Move the Measures dimension to a row or to a column in your report 2 In the Query Panel select the Measures dimension The Select Members dialog box opens 3 From the list box add the appropriate measures to your report 4 Click OK Your report displays the name of and the figures corresponding to each of the Measures you added to the report The Query Panel displays the names of the added measures For a measure name to appear in your report you must move the Measures dimension to either a row or column in the report grid Selecting report data _ Webintelligence for OLAP User s Guide Using member search The search button allows you to locate an individual member or group of members that match the search string that you enter The search is based on non case sensitive string recognition of the member s caption A You can access the search for query member from the Select Members dialog box both the Members and Levels view The search mechanism first retrieves the metadata then searches on the retrieved members using a caching service Subsequent searches on the same scope may take less time because the first search results are in the cache How to search for members To search for a member or group of members you need to access the Select Members dialog box 1 Click on any member in the Query Panel to access the Select Members di
33. operators select the appropriate operator In the Value box enter the value of the filter you want to apply Click OK Your report displays data for those rows that contain values corresponding to the custom value filter you applied to the selected cell in the filtered column gt Removing value filters To remove a value filter from a column 1 2 Select any cell in the column from which you want to remove a value filter On the toolbar click the Value Filter drop down arrow The Value Filter menu appears From the Value Filter menu select Clear Your report displays row and column data without the value filter Webilntelligence for OLAP User s Guide Filtering values on an Analysis Services or SAP BW server A value filter lets you restrict the data that displays in a report selecting a specific value or a percentage For example you can create a report to display only those stores with sales of more than 5300 000 for the month or only those stores with sales that are more than 10 of the total for all stores You can apply a value filter to dimensions on the row axis based on e a specific value a percentage of the total value for the dimension a percentage of the parent value The percentage is based on all the data for the entire dimension even if your report does not contain all the data for a given dimension For example if you included only a few members the calculation is on the value of the entire dime
34. or sorting the format of the description is measure column by row ranking sorting and filtering applied on the column and row axes filtered by members on the filter axis EXAMPLE Report description with sorts and filters In this example Report Information Report Title OLAP Report Snack Foods 8 543 00 7 789 00 14 213 00 Vegetables 5 906 00 5 447 00 9 386 00 3 534 00 3 131 00 6 220 00 NET UN ATAS 3 343 00 2 877 00 5 668 00 Connection Settings Edit Server Name art as2000 Database FoodMart 2000 Cube Sales Fruit 3 184 00 3 005 00 5 575 00 Customer on 2 636 00 2 428 00 4 369 00 Member filtering on the column Baking Goods 2 456 00 1 933 00 3 968 00 Row AiE conaine axiS EUS a 2 209 00 2 049 00 3 748 00 Product Product on the 2 150 00 2 013 00 3 707 00 Member filtering on i Dra Product top 10 items for Current TOW aKts E Vegetables 1 987 00 1 751 00 3 246 00 Measure Customers CA Current Data ranked for the Measure Customers CA s 11000 top ten rows in the CA column Filter Axis contains Education Level Gender Marital Status Measures Promotion Media Promotions Store Store Size in SQFT Store Type Time Yearly Income Data is filtered for values Member filtering on less than 11 000 in the CA Column Description Unit Sales Customers by Product Filters top 10 items for Current
35. query Business Objects calls these session scoped calculations This feature allows you to further analyze your results Depending on your OLAP server you can create two types of session scoped calculations e quick calculations using a single function or operator on members or columns e custom calculations using a custom formula that you create Quick calculations feature overview From the report grid you select two or more members within a single dimension in Microsoft SQL Server Analysis Services or two or more columns in Essbase To perform a quick calculation you can either f dick the default calculation icon to add the members or columns e click the drop down arrow to expose the list of functions or operators available for your server Clicking the default I 3 Iculation icon adds Qr v fxiv NG Bk ca baa zi SIF rar PEB s7 O the selected columns Sps a E SportsWear Work Time Riis 11 648 970 01 1 392 167 68 3 058 010 25 EAMA 25 795 925 03 3 109 732 33 6 857 905 20 headers Select columns by pressing the Control key while clicking column Default calculation icon i Clicking the drop down B 2 M CF v a Ay aS l O arrow displays the calculation menu with OLAP Report f Calculation Menu the available operators ka and functions for the E Fashion SportsWear Work Time server 11 648 970 01 1 392 167 68 3 058 010 25 az 795 825 03 3 109 732
36. special or illogical behavior If you make a selection and then swap axes your selections are lost when the report refreshes The selections do not have an impact on the swap axes If you click the drill icon after making a multiple selection the drill operation takes priority and your previous selections are lost If you happen to move the label while making your selections the move operation takes priority and your selections are lost even if you have pressed the Control or Shift keys If you double click on a dimension label in the report the Member Select dialog box appears in the left column of the report window You can also open the Member Select dialog box from the Query Panel If you run a query your selections are lost when the report refreshes Undoing selections gt Undoing a selection without pressing any key The table below describes what occurs when you unselect currently selected selections If your selection is on on a single element Then Result selection does not change click the element on a single element press the Control key selection is unselected and click the element multiple elements click on an unselected element your multiple selections are lost and the new element you click becomes the single selection multiple elements click outside the select area such as outside the report your multiple selections are lost L Formatting Your Repor
37. the dimension To apply a value filter based on a percentage of the total value for the dimension 1 Select a cell in the column to which you want to apply a value filter based on gt WebIntelligence for OLAP User s Guide a percentage of the total value for the dimension On the toolbar click the Value Filter drop down arrow The Value Filter menu appears lt Clear Custom From the Value Filter menu select Custom The Filter by Value dialog box appears Filter by Value Dimension Channel Current Filter None New Filter gt 90628 T96 of Parent J Kal el Ka Select the Yo of check box The of drop down list box is active From the drop down list box select Total Click OK Your report displays data for the selected rows as a percentage of the total for the dimension Removing value filters To remove a value filter from a column 1 Select any cell in the column from which you want to remove a value filter 2 On the toolbar click the Value Filter drop down arrow The Value Filter menu appears From the Value Filter menu select Clear Your report displays row and column data without the value filter Value filtering Webilntelligence for OLAP User s Guide Ranking data Ranking lets you organize your data allowing you to analyze the data in which you are most interested It is similar to a value filter Unlike a value filter however ranked data appears
38. the query members dimension to the filter axis listis used This reflects the data access layer OM behavior in the query you do not select any members the default member is used in the query members list regardless of the axis assignment The Setting Editor displays the chosen measure s format setting if one exists Viewing the result with formatted measures Here are two examples of reports that were updated Measures This shows a report with three measures on the column axis The default format is used in rendering all the measures Education Level 145505 41 2241300 3289619 508200 166 739 64 2546200 5235919 800900 16773770 2557100 Before Each measure now displays more meaningful formatting The Store Sales measure appears with a currency symbol The Sales Count appears as whole units without fractions The Sales Average appears as a percentage No conversion was applied here because we don t have any knowledge of the measure s magnitude Measures Education Level 145 505 41 22413 32 896 19 5062 166 739 64 25462 52 359 19 8 009 167 737 70 25871 gt oO 5 Formatting measures WeblIntelligence for OLAP User s Guide Number handling policies The following table details how the application treats large numbers If Then The data type for a number For numbers greater than or equal to 1E 13 return
39. you can 1 On the toolbar click the Layout drop down arrow 2 From the drop down menu select Chart Options The Chart Format dialog box appears Chart Format Chart Type Clustered Bar z Row East Scenario amp M Hide Parents M 3D Look Lox cancel ear 3 From the Chart Type drop down list select the type of chart you want to display 4 Click OK Your report data displays as the type of chart you selected The table below describes the type of charts Chart type Description 3D enabled drillable Pie Displays data units as pieces of a pie Yes Yes Line Displays data units as horizontal Yes Yes lines Vertical Bar Displays data in vertical columns Yes Yes Horizontal Bar Displays data in horizontal bars Yes Yes L Working with Charts WeblIntelligence for OLAP User s Guide Chart type Description 3D enabled drillable Clustered Bar Displays data as Yes Yes Stacked Bar Displays the summed total of each No Yes row The areas between a single bar represent how much each group contributes to the total Multi Line Displays the multi dimensional data Yes Yes chart in lines Here is an example of a stacked bar chart Product Year jg 00 6721 5 005 00 7 017 00 7 872 007 030 00 8 789 00 5 438 00 7 336 00 E 8511 00 8 511 00 7 005 00 6 628 00 5698 00 7 522 00 7 037 00 7 198 006 403 00 5 162 00
40. 00 Diet Qtrl 7 048 00 6 721 00 5 929 00 5 005 00 7 017 00 Qtr2 7 872 00 7 030 00 6 769 00 5 436 00 7 336 00 Market Qtr3 8 511 00 7 005 00 6 698 00 5 698 00 7 532 00 Qtr4 7 037 00 7 198 00 6 403 00 5 162 00 6 941 00 E Done lip internet y Weblntelligence for OLAP User s Guide 2 Click the Print icon When you finish printing close the print browser window to return to your report gt Using the Print dialog box To print a report using the Print dialog box EB On the toolbar click Create Printable Version A separate browser window opens displaying the print ready report 2 Right click inside the print browser window From the pop up menu select Print The Print dialog box opens 3 Verify that your printer settings are appropriate Click OK to print the report and close the dialog box When you finish printing your report close the print browser window to return to your report Printing your report WeblIntelligence for OLAP User s Guide L Creating and Editing Weblntelligence OLAP Reports Working with Charts chapter Webilntelligence for OLAP User s Guide Overview This chapter provides information about creating and editing charts It contains examples of different chart types and chart formatting options The topics covered are e Creating charts e Chart types e Refining chart data e Drilling on charts e Printing charts L Working with Charts WebIntelligenc
41. 145 557 55 A new calculated member appears in the grid with the default name Mexico USA Customer c Channel Hie EIZA 2 156 254 03 2 095 022 64 6540 583 96 0 32 4073 629 17 6 604 973 70 0 62 3 421 014 00 10 443 954 04 0 33 CAA 2 156 264 03 6 169 651 81 13 145 657 66 0 94 Performing quick and custom calculations _ Webintelligence for OLAP User s Guide gt Function calculations with Microsoft SQL Server Analysis Services The supported function calculations are e Sum e Aggregate e Average e Median e Minimum e Maximum e Variance e Standard Deviation These functions produce the following multidimensional expressions MDX syntax Function a b n To create a function calculation 1 Click the first member column caption such as Mexico then the second member such as USA in the grid 2 Click the calculations drop down arrow on the toolbar and select Function then one of the functions listed above 3 The report refreshes and another column or row appears on the report with the result of the calculation EXAMPLE Sum function with Microsoft SQL Server Analysis Services sample cube SUM Education Level All Education Level Graduate Degree Education Level All Education Level Partial College This function calculation produced the sum of Graduate Degrees and Partial Degrees _ Analyzing Your Data WeblIntellige
42. 2001 ISBN 0471400467 Once you build calculations they appear as gmembers in your report and can be reused in queries from the qmember list The shortcut menu opens when you click the drop down arrow next to the calculation button The menu provides e simple calculation operations e function list e custom calculation command that opens the dialog box ix PES Hs Add Subtract Multiply Divide Percent Difference on Sum Custom Aggregate Average Median Minimum Maximum Variance Std Deviation Insert shortcut menu capture Performing quick and custom calculations _ Webilntelligence for OLAP User s Guide L Analyzing Your Data gt Default calculations with Microsoft SQL Server Analysis Services A default calculation is performed when you click the Calculations toolbar icon after selecting members in your report The operation that is performed depends on your selection s The following table describes the default operation when you make a selection in the grid You select Default calculation behavior multiple members from the same members are added dimension in the grid including calculated members Example A then B then C Example result A B C a single calculated member in the grid Custom calculation dialog box opens allowing you to edit the calculated member multiple members from different An error appears Please select two or dimensions more members from the same dimension
43. 5 941 00 39000 30000 26000 20000 16000 10000 5000 0 Qtr A stacked bar chart where each stack represents a quarter and where the colored cells represent the products Chart types Webintelligence for OLAP User s Guide Refining chart data Though you cannot directly apply refinements such as ranks value filters and sorts to your chart there are quick and simple ways to apply any or all of these refinements to your chart data The easiest way is to e Select the Grid and Chart option on the Layout menu This enables you to view chart results immediately and interactively You can then switch to the Chart option to display only the chart Formatting charts You have a range of formatting options for your charts You can e change the layout of data in the chart e change the appearance of individual charts The default chart display options are e Vertical Clustered Bar e Hide Parents e 3DLook Changing chart layout by swapping axes You can change your chart layout by swapping the position of all the rows with all the columns This rotates the chart If there are multiple dimensions on an axis the relative position of each of the dimensions is maintained To swap the positions of two dimensions or to move a dimension to another position you must return your chart to grid form For more information see Turning chart data into a grid on page 75 gt Swapping columns and rows To s
44. 6 721 00 5 929 00 5 005 00 7 017 00 2 442 00 2 283 00 2 203 00 1 716 00 2 396 00 2 571 00 2 302 00 2 242 00 1 614 00 2 434 00 2 859 00 2 445 00 2 324 00 1 906 00 2 506 00 7 872 00 7 030 00 6 769 00 5 436 00 7 336 00 8 511 00 7 005 00 6 698 00 5 638 00 7 532 00 7 037 00 L Analyzing Your Data 7 198 00 6 403 00 5 162 00 6 941 00 WebIntelligence for OLAP User s Guide Drilling down to more detailed data You can drill down on data to see the lower level details behind an aggregated result gt Drilling down To view more detailed data for an item in your report e Click the plus sign to the left of the item Your report displays the item you drilled down on and its children The Query Panel displays the Dimension Drilled icon to the left of the member or dimension on which you drilled Query Panel Year E Children of Year Qtr at measures O Product 9 Children of Product J market H I Scenario D Caffeinated 9 ounces a Pkg Type a Population O intro Date T Attribute Calculations Drilling up to aggregated data t Dimension Drilled Icon After you have drilled down on a dimension in a column or row you can drill up to see how that data aggregates gt Drilling up To view aggregated data for an item in your report e Click the minus sign to the left of the i
45. 6 941 00 a Pkg Type a Population D intro Date Attribute Calculations Selecting report data Webilntelligence for OLAP User s Guide e drop a dimension onto a member from a particular dimension Drag and drop a dimension onto a member Query Panel 2 m 775 2 E Gr 4 7 Year OLAP Report Children of Year Product O Product Year Drag Market to Children of Product Banawe 00 6 721 00 5 929 00 5 005 00 7 017 00 the member Market 7 872 00 7 030 00 6 769 00 5 436 00 7 336 00 Scenario 8 511 00 7 005 00 6 698 00 5 698 00 7 532 00 Caffeinated ounces a Pkg Type a Population intro Date Attribute Calculations 7 037 00 7 198 00 6 403 00 5 162 00 6 941 00 Depending on where you dropped it the dimension appears on either a row or a column in your report The name of the dimension appears as an axis dimension label The Query Panel displays an icon for the added dimension and the name of the added dimension appears in the report description gt Nested dimensions You can position more than one dimension on rows and columns in your report Placing multiple dimensions on a report axis is referred to as nesting dimensions Product ee 100 T200 5300 5400 E Diet Market 7 048 00 6 721 00 5 929 00 5 005 00 7 017 00 7 872 00 7 030 00 6 769 00 5 436 00 7 336 00 8 511 00 7 005 00 6 698 00 5 698 00 7 532 00
46. 73 629 17 6 604 973 70 focus is USA All elements in between 3 421 014 00 10 443 954 04 the selection are highlighted 2 Click another element of the same type while continuing to press the shift key The other elements return to the default format Customer Shift then click Canada unselects the Channel dm Mexico USA other member labels because Canada E Catalog 2 156 254 02 2 096 022 64 654059395 remains the anchor the focus and the selection 4073629 17 6 604 973 70 13 421 014 00 10 443 954 04 If you select an element of a different type nothing is selected A message appears in the status bar Invalid selection Channel gt Changing the anchor and focus You can change the anchor and the focus To do this 1 Release the shift key and click the new anchor and focus 2 Shift then click your new selection to see that the anchor and focus changed Customer moo o Canada Mpxico Channel gir By clicking USA then pressing shift and clicking Mexico USA becomes the NAYAN 2156 264 03 2 096 022 64 6 540 582 95 anchor and Mexico is the focus 4 073 629 17 660497370 Canada is no longer the anchor or 542101400 1044395404 focus and unselects Making a contiguous multiple selection with an explicit anchor If the anchor already exists from a current selection the focus is what you click Making multiple selections
47. AP Reports WebIntelligence for OLAP User s Guide Changing the report view The default report view includes the Query Panel and the report title You can hide either or both of these features Displaying or hiding the Query Panel Hiding the Query Panel leaves you more room to view your report gt Hiding the Query Panel To hide the Query Panel 1 On the toolbar click the View button The View menu appears Query Panel v Report Title 2 Unselect the Query Panel option Your screen no longer displays the Query Panel If you take action on a report the Query Panel reappears If you save a report with the Query Panel hidden your report will show the Query Panel upon opening Displaying or hiding the report title You may want to view or print your report without the report title gt Hiding the report title To hide the report title 1 On the toolbar click the View button The View menu appears 2 Unselect the Report Title option Your screen no longer displays the report title Changing the report view Webintelligence for OLAP User s Guide Getting information about your report A new report is always titled OLAP Report You are prompted to enter a name when you save the report Use the Save option on the InfoView toolbar to save the report See the Info View User s Guide for more information Report information a Click the Report Information button to get information about your report This info
48. America South America Countries Brazil Canada China France Germany India USA States California Florida Kashmir Ontario Yunnan Provinces Cities Beijing Berlin Ottawa San Francisco S o Paulo gt Children All members except those at the lowest level can have children Children are the members on the next level below that are aggregated to obtain the value for a specific member In the table above the children of Europe are all the countries in Europe The children of Canada are all the provinces in Canada The children of Yunnan are all the cities in Yunnan Province gt Parents All members except those at the highest level can have parents Parents are the members one level above that use a selected member to obtain part of their value In the table above USA is the parent of California and Florida The value of USA is the aggregation of those two states L Getting Familiar with OLAP WebIntelligence for OLAP User s Guide gt Siblings Some members can have siblings Siblings are members at the same level in a given dimension who share the same parent Sibling data is aggregated to obtain the value of a parent In the previous table California and Florida are siblings because they share the same parent USA Similarly Canada and USA are siblings of North America gt Descendants All members except those at the lowest level in a given dimension can have descendants Descendants are the members
49. Custom M Symbol Currency s Percentage T 0013 1 Decimal Places 2 Grouping 1 234 The default currency symbol specified in your local settings displays in the text box The position of the currency symbol defaults to the characteristic of the locale For example the position of the English Canadian dollar symbol is to the left of a number without a space separation but for French Canadian dollar symbols it is to the right with a space separation Overwrite the default value with your own symbol if you require WebIntelligence for OLAP User s Guide The entry is truncated to six characters once the text box loses focus If a currency symbol already has been placed in the text box and then you select the Percentage option then the value of the text box is still visible but disabled 3 Click the Percentage option The symbol is universal so does not change according to your locale C Default C Database Formatted Custom F7 Symbol C Currency Percentage 001 15 Decii Places 25 Grouping 1 234 TIP You can alter the magnitude of the measure by clicking the percentage conversion option You need to consider this very carefully This feature cannot distinguish if the measure is retrieved with the appropriate magnitude thus this option can significantly impact the context of the report 4 Select the number of decimal places from the drop down list box next to Decimal 5 Select the
50. Essbase DB2 0 WN 2 Row Axis Row Axis Definition of term Dimensions down the left side of the report Columns or Column Axis Column Axis Column Axis Column Axis Dimensions along the top of the report Filters or Filter Axis Filter Axis Page Axis Filter Axis All dimensions not on rows or columns are on the filter axis The members levels and so on that are permitted for dimensions on the filter axis depend on the OLAP Server Not Applicable Page Axis Not Applicable Not Applicable An additional axis for reports available only for Analysis Services This is not available for Webintelligence for OLAP data sources L Differences Among OLAP Servers WeblIntelligence for OLAP User s Guide Term used by Weblntelligence Analysis Essbase DB2 SAP BW Definition of term for OLAP data Services 0 WN sources Level Level Generation Level The position in the Weblntelligence hierarchy of the does not have an members fora equivalent to dimension levels in Essbase Weblntelligence Weblntelligence counts levels from 1 counts levels from starting at the top of the top to the the dimension bottom Essbase counts levels from the bottom to the top Database Database Application Database A collection of cubes Cube Cube Database Cube A structure that stores business data in a multi dimensional format that makes it easy to analyze An
51. LAP adding measures 41 alias tables 163 application 191 creating value filters 96 98 drilling 95 Dynamic Time Series 58 filtering 49 filtering values 96 98 generation 191 layouts changing 143 144 location of children 193 Query Panel 26 ranking data 106 108 sorting 157 158 specifying data sources in 34 37 DRAFT WebIntelligence for OLAP User s Guide examples aggregated data 20 balanced hierarchy 21 dimension 18 level 18 member 18 ragged hierarchy 21 report description 65 exceptions adding 171 cancelling 171 clearing 171 running 171 executing exceptions 171 expansion mode see drilling expand mode F feedback on documentation 10 filter axis 20 filtering in Essbase DB2 OLAP 49 in SAP BW 49 levels 55 57 members 48 53 filtering values in Analysis Services and SAP BW 99 103 in Essbase DB2 OLAP 96 98 fold and unfold see drill and expand mode formatting charts 80 measures 147 153 G generation 191 grids drilling up in 86 turning to charts 75 H hierarchies 21 Index Webintelligence for OLAP User s Guide indenting 162 information getting report details 64 information i button 64 InfoView document lists 28 opening reports 28 K Keep All option using 119 Keep Only option using 117 118 keep remove options filters 117 sorts 117 key figures in SAP BW 41 192 Knowledge Base 12 L layouts changing 143 144 level filters adding 55 57 removing 56 57 level
52. Objects allow you to treat each hierarchy in a dimension as a separate dimension Usually multiple hierarchies appear under one dimension and can be split into separate dimensions The name appears on the query panel in the following form dimension name gt lt hierarchy name gt for example Time Quarter Month Using multiple hierarchies and alternate hierarchies Webintelligence for OLAP User s Guide L Analyzing Your Data When you open the Select Members dialog box that contains a hierarchy dimension that has been split the hierarchies do not display and the split hierarchy is treated as a single hierarchy dimension gt Changing the active hierarchy To change the active hierarchy to another in your query follow the procedure below 1 Display the query panel 2 Select the dimension with multiple hierarchies to open the Select Members dialog box memes H E ga Quarter Month E All Time E Za Calendar E fp Weekly Detailed i Add Member z Remove Remove Al If the hierarchy has not been split the hierarchies display at the top of the tree and the children of the active hierarchy are visible for all members Click the inactive hierarchy to explore the other members This does not affect your query results The first active hierarchy closes while you explore the others Select a member that you want to make active Click Add to add it to the list of members A message box
53. WebIntelligence for OLAP User s Guide Weblntelligence for OLAP Data Sources 6 1 Windows Webintelligence for OLAP User s Guide Copyright Trademarks Use restrictions Patents Part Number No part of the computer software or this document may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or by any information storage and retrieval system without permission in writing from Business Objects S A The information in this document is subject to change without notice If you find any problems with this documentation please report them to Business Objects S A in writing at documentation businessobjects com Business Objects S A does not warrant that this document is error free Copyright Business Objects S A 2003 All rights reserved Printed in France The Business Objects logo WebIntelligence BusinessQuery the Business Objects tagline BusinessObjects BusinessObjects Broadcast Agent Rapid Mart Set Analyzer Personal Trainer and Rapid Deployment Template are trademarks or registered trademarks of Business Objects S A in the United States and or other countries Contains IBM Runtime Environment for AIX R Java TM 2 Technology Edition Runtime Modules c Copyright IBM Corporation 1999 2000 All Rights Reserved This product includes code licensed from RSA Security Inc Some portions licensed from IBM are available at http oss softwa
54. _ Analyzing Your Data You can use drilling filters and ranking and on report calculations to refine the data in your report to display exactly the information you need This chapter describes how to use the analysis features and explains the buttons shown below Clear Query Value Filters Calculations Q gt M Cl Vy arg fa Ell Modify Query Drill through Rank You will learn about e Drilling on tables e Performing multiple operations e Value filtering e Ranking data e Removing all your query elements e Removing or keeping some query elements e Using multiple hierarchies and alternate hierarchies e Performing quick and custom calculations Webilntelligence for OLAP User s Guide Drilling on tables Drill icons Drilling is a process for viewing the lower level data behind your aggregated results It lets you move between different levels of summarized data You drill down to view more detailed data You drill up to view aggregated data For example if your report shows sales for Europe you could drill down to view sales for France drill down again to view sales for Paris and then drill up to view sales for France For information on how to drill on a chart see Drilling on charts on page 84 For information on the drill through feature see the Universal Drill Through Service Guide A plus sign indicates that you can drill on a value in a column or row A minus sign indicates that you have dr
55. alog box Query Panel I Channel FE Children of All Channel I Customer FE Children of All Customer a Measures FA Default Sales L Creating and Editing Weblntelligence OLAP Reports Webilntelligence for OLAP User s Guide The Member Select dialog box appears Select Members Customer Cube Members Members Ha Show Hide the E All Customer f search controls Canada button Mexico USA L Add calculation button available with MS SQL Server Analysis pa Services Member 7 Add Query Members Children of All Customer Remove Remove All EA 2 Click Show Hide the search controls to display the Search section of the dialog box 3 Click the Scope of your search from the drop down list box Scope Children of z Search Children of palalo Using member search _ Webilntelligence for OLAP User s Guide 4 Click the member that you want to search The member appears in the Query Members box Select Members Channel Cube Members Members E All Channel You click a member to appear within the Catalog Online __ search scope Store Member x Add Scope Children of x Within all Channel For Query Members Children of All Channel Remove All The member name appears in the Within box under Scope If you make a mistake you can remove the incorrect query members by clicking the member then
56. appears in the Query Panel below the name of the dimension to which it belongs Essbase DB2 OLAP Analysis Services and SAP BW na Dimension Year E Children of Year Dimension Location E Children of All Customers Measures TU Education Level 3 Product Measures Dimension fH Children of All Education Leve 9 Children of Product O Gender market O marital Status O Scenario A Measures O Caffeinated O Product 9 ounces Attribute Dimensions Promotion Media a Pkg Type Promotions a Population O Store O Intro Date H Store Size in SQFT Attribute Calculations f Atribute Calculations Store Type There are several types of dimensions Measure attribute and time dimensions display here L Creating and Editing Weblntelligence OLAP Reports Webilntelligence for OLAP User s Guide gt Report grid The report grid is where you manipulate and analyze your report data You drag and drop dimensions from the Query Panel onto the report grid To accommodate large reports vertical and or horizontal scroll bars automatically appear when the report becomes larger than your screen Default report for Essbase DB2 OLAP server B 2 MQ ve er he fe EB OLAP Report E Children of Year po ro e e e o O Product Year 7 Children of Product era 7 045 00 6 721 00 5 929 00 5 005 00 7 017 00 Query Panel O market EEA 27200 7 030 00 f6 769 00 5 438 00 7 338 00
57. appears to inform you to remove the current members before the new hierarchy can be added or to replace the currently active hierarchy Webilntelligence for OLAP User s Guide with the new one Conflict Different Hierarchies Xx N The member you are adding is under a different dimension hierarchy than the current members selected All member or level selections must be from the same dimension hierarchy In order to add this member all the current members and filters need to be removed Remove all current members and replace with the new member No SAP BW hierarchies SAP provides e multiple hierarchy support e ability to set up prompts in a SAP cube to force you to select specific items for your report SAP does not provide e ability to split hierarchies into separate dimensions gt Selecting hierarchies with SAP You can only select hierarchies using variables or prompts If no hierarchy prompt has been set up then the default hierarchy is used WebIntelligence for OLAP can support only one prompt on a dimension Thus you cannot change the hierarchy of a dimension that already has a prompt on it Using multiple hierarchies and alternate hierarchies Webintelligence for OLAP User s Guide To select hierarchies 1 Select your SAP cube Please select a database amp and cube ria from the list below Server ROS E8 op_DECU E E57ReTAIL O Prod And Cust Hier Mandatory O Prod And Cust Hier Optional
58. are represented by numbers here This makes the calculation definition easier to understand Performing quick and custom calculations _ Webintelligence for OLAP User s Guide No precedence box appears with the Essbase server as with the Microsoft SQL Server Analysis Services 2 Enter a name for the custom calculation in the Name text box 3 Double click the members and operators to construct your formula 4 When you have completed your custom calculation do one of the following Click OK to save your custom calculation and regenerate your report Click Cancel to abandon your changes and return to the report as it was Click Validate to test your calculation before regenerating the report Performing calculations with SAP BW Member calculations are not supported with SAP BW servers When you use a SAP BW server the Calculations icon does not appear in the toolbar B Q2 M F Y 5 N G 3k D O L Analyzing Your Data Formatting Your Report chapter WeblIntelligence for OLAP User s Guide Overview You can change the formatting of a WeblIntelligence for OLAP data sources report to make it easier to read This chapter describes how to use the features available to change the format of your report It also explains the toolbar buttons shown below B elme Ty wr Shel Swap Axes Sort Formatting Suppress Empty Cells The topics covered are e Changing report grid layout Formatting measur
59. ase DB2 OLAP L Creating and Editing Weblntelligence OLAP Reports Webilntelligence for OLAP User s Guide 8 Click a connection to display a list of the databases and cubes that are available to you on that server Please select a database amp and cube 3 from the list below Server VERONE amp Big FoodMart S cem E FoodMart 2000 E FoodMart 2000 Light FR E FoodMart 2000 modified E FoodMar2000 E HOHO EH 9 If you are prompted for them enter your OLAP user name OLAP password OLAP client ID and the code for the language for the OLAP interface See your administrator if you need these 10 Choose a database by clicking the plus sign next to it A list of available cubes appears under the database 11 Select a cube within that database by clicking it E amp FoodMar2000 Gu 9 Als A default OLAP report appears Query Panel B 2 m amp E Yr chy Shy fle Year OLAP Report B Children of Year Product O Product Year fH Children of Product EEE 7048 00 6 721 00 5 929 00 5 005 00 7 017 00 EEA 27200 7 030 00 6769 00 5 438 00 7 338 00 EERE 51 1 00 7 008 00 6 598 00 5 698 00 7 532 00 EE 037 007 198 006 403 00 5 162 00 6 941 00 Attribute Calculations Creating new reports _ Webintelligence for OLAP User s Guide Selecting report data You begin to analyze report data either by opening an existing report or
60. asures The Format Measures dialog box appears Select the measure you want to format from the drop down list under Apply to Click Custom Select the Symbol check box Click OK Your report displays the default currency symbol to the left of your measures Pt ee gt Changing a currency symbol To change a currency symbol on a measure 1 On the toolbar click the Formatting drop down arrow The Formatting Menu appears 2 Select Measures The Format Measures dialog box opens Select the measure you want to format from the drop down list under Apply to Click Custom Select the Symbol check box Enter a valid currency symbol in the Currency box Click OK Your report displays the new currency symbol to the left of your measures DI Oh Ot Bs Formatting measures WebIntelligence for OLAP User s Guide Displaying measures as a percentage You can display measures as percentages This is particularly useful for example for displaying profits and ratios You can display measures as ratios or percentages gt Converting measures to percentages To express measures as percentages 1 2 NO BR W gt 1 2 NO Oa db w L Formatting Your Report On the toolbar click the Formatting drop down arrow Select Measures The Format Measures dialog box opens Select the measure you want to format from the drop down list under Apply to Click Custom Select the Symbol check box Click Percenta
61. asures Separate from A measure is a Separate from other other dimensions dimension dimensions selected Selected separately separately in the in the Report Report Creation Creation Wizard Wizard Empty Cell Rows and Rows only Rows and columns Suppression columns Feature differences Webilntelligence for OLAP User s Guide WebIntelligence OLAP features Depending on the OLAP provider you are using you have access to the features available in WebIntelligence for OLAP data sources The particular workflows to use the feature may vary depending on the OLAP provider The individual differences are noted within the procedures In addition an overview is provided below The table below offers an at a glance look at the features that are available and which OLAP provider put them to use Feature Microsoft Essbase DB2 SAP BW SQL Server Analysis Services Multiple hierarchies for a Yes No Yes dimension Example Time dimension Hierarchy versions Fiscal Calendar Session scoped or Ad hoc Yes Yes No calculations Row based calculations Yes Yes No Exception highlighting Yes Yes No Multiple selection allowed Yes Yes Yes L Differences Among OLAP Servers Index A adding exceptions 171 aggregated data defined 20 example of 20 location of 193 alias tables 163 Analysis Services adding measures 41 creating value filters 99 103 filtering values 99 103 layo
62. ated business data such as product lines sales regions or time Dimensions become the axis dimension labels for the columns and rows of your reports Dimensions have levels A level is a component of a dimension it specifies the amount of detail for the data For example the Time dimension could contain three levels Year Quarter and Month Each level above the lowest level contains the aggregated data from the level below The lowest level contains the most detailed data the highest level contains the most summarized data Basic OLAP concepts Webintelligence for OLAP User s Guide A cube contains measures which are the numeric data on which you make your comparisons Measures are often the key performance indicators of your business with members such as cost profit or taxes gt Members Dimensions contain members For example the dimension USA could contain California and Los Angeles A member is a subset of a dimension and the cube equivalent of a value in a relational column Members are organized within a dimension by levels For example the Geography dimension typically has the levels Country State Province and City Members at the lowest level are aggregated to members at higher levels For example the value of California is an aggregate of Los Angeles San Francisco and so on A geography dimension might have these levels and members Level Members Regions Asia Europe North
63. axis to your report To add the page axis view option 1 Select your SAP BW or Microsoft SQL Server Analysis Services server and cube 2 Click the View button on the toolbar and select Page Axis from the menu Beep Yy a NAG AO Channel IE Children of All Channel customer IM Children of All Customer 3 Measures Default Sales the report title OLAP Re v Query Panel S Custome Channel z 2 156 264 03 2 096 022 64 6 540 583 96 PageAws ISA 4 073 629 17 6 604 973 70 3 421 014 00 10 443 954 04 The page axis appears across the top of the report above the grid and below 3 Drag and drop the dimension from either the row or column axis or from the Query Panel to the Drop Dimension s text box on the report L Creating and Editing Weblntelligence OLAP Reports Webilntelligence for OLAP User s Guide huery Panel Be Bgep v amp i El 0 9 Channel OLAP Report E Children of All Channel 9 Customer Pages sDrop Di mensi onfs 3 T Children of All Customer Measures Default Sales Customer on 9 Product Channel T Promotion Catal Time 14 073 629 17 6 604 973 70 3 421 014 00 10 443 954 04 You can also e drop additional page axis dimensions to the right of the current page axis e remove excess page access dimensions by dragging them off the report page Viewing reports with Page Axis _ Webilntelligence for OLAP User s Guide
64. bers for the dimension Likewise if you create a member filter for Single on the dimension Marital Status without including the Marital Status dimension in the report grid or chart your report only includes data for single people Data for anyone with another marital status is filtered out You do not have to filter your report on specific members in a dimension Instead you can filter values based on a level within a dimension Select Members Market xi Members EF Market 4 g East 5 EF West 5 GH South 4 FH Central 6 Include members from the same dimension hierarchy You can include values for the Children Descendants Ancestors Siblings and or Lowest Members of the same dimension hierarchy By default the member filter is restricted to the member selected For more information on the different levels within dimension see Dimensions and measures on page 17 L Creating and Editing Weblntelligence OLAP Reports WebIntelligence for OLAP User s Guide Filtering members on an Essbase DB2 OLAP server Essbase DB2 OLAP servers do not allow you to filter on multiple members If you select multiple members for a dimension those members are added to the outermost row of the report Filtering members on an SAP BW server On an SAP BW server you see only two levels The top level is All The second level contains every member This is the default hierarchy No alternate hierarchies are ava
65. by using or modifying a new default report Analyzing a default report When you begin your session your OLAP report workspace displays a default report This default report contains the top two dimensions in the cube with the exception of the Measures dimension that display in the Query Panel The children of the top member of each of these two dimensions are also added to the report The default report also contains the top member of the Measures dimension The Query Panel indicates the name and axis location of the dimensions and measure contained in the default report Top 2 dimensions 8 Year E children of Year Children of Year on row axis a Measures L Product Children of Products fA Children of Product on column axis O market Scenario O Caffeinated 9 ounces a Pkg Type Population O Intro Date Attribute Calculations If you are working with an Essbase DB2 OLAP Server the default report contains the top two dimensions displayed in the Query Panel with the exception of measure and attribute dimensions The children of these top two dimensions are also added to the report You can either use the default report as it displays or modify the report content using features such as drilling swapping axes ranking sorting and dragging and dropping dimensions L Creating and Editing Weblntelligence OLAP Reports WeblIntelligence for OLAP User s Guide Displaying report data You have
66. cause they no longer apply This occurs because the members on which the calculated members are based must be included in the report gt Using Remove Only If you want to remove your selected members in your report use the Remove Only option Here s how 1 Select your server and cube to open your Weblntelligence for OLAP report 2 Edit your report to present the data you need 3 Select only the members you want to remove by clicking the member name and holding the Control key then clicking another Click the Modify Query Menu drop down arrow and select Remove Only Your report refreshes to display only the members you did not select L Analyzing Your Data WebIntelligence for OLAP User s Guide With Microsoft OLAP and SAP servers if you perform a Remove Only operation where you select one or both members on which a calculated member is based but do not also select the calculated member the calculated member remains in the report TIP To remove a dimension from the report simply drag and drop the dimension out of the report If you remove all the dimensions in your report then the top level member is inserted to prevent an invalid report in Essbase or Microsoft SQL Server Analysis Services and SAP gt Using Keep All If you want to keep all the members for the selected dimension use the Keep All option Here s how 1 Select your server and cube to open your WebiIntelligence for OLAP report 2 Edit your r
67. ce you set the Foreground and Background you cannot return to the default settings If you want to revert to the default style you can Disable or Remove the exception and start over 8 Click Add to add the exception definition to the list in the Exceptions Defined list box FORMAT Exceptions Measure Value Foreground ME eoon z Exceptions Defined L Formatting Your Report Webilntelligence for OLAP User s Guide The check box is clicked and the format preview displays along with the caption name that shows the measure name the operator and input values Measure resets to display Select a Measure to allow you to add another exception Foreground v Background z 2 EE unit sates 50001 Exception added in report NOTE This definition can be edited see Editing exceptions on page 174 After you change or add a setting the drop down list under Measure resets to display Select a Measure Building in report exceptions _ Webilntelligence for OLAP User s Guide 9 Click OK to generate the report using the new exception Education Level Measures Product a 1 f Lil w L k Foods 7 898 00 1 700 00 179900 1 391 00 un a 4 350 60 4 165 76 365 24 74 05 4 ain 2 985 95 36 Spe 2352 96 559 87 30 CTO o A partial view of a report that was updated with exceptions on all measures ajojaoja Adding oth
68. clicking Remove If you want to remove all members then click Remove All 5 Enter your search text in the For text box Use wild cards and or asterisks to enlarge the search criteria if you are not sure of the exact spelling L Creating and Editing Weblntelligence OLAP Reports Webilntelligence for OLAP User s Guide Using wild cards in your member search criteria For example ton all captions ending with ton ton all captions beginning with ton ton all captions containing ton ton all captions where ton is in the middle of the caption This can even apply if the result is more than one word such as Anton Colton 6 Either Click OK to execute the search Click Cancel to close the Member Select dialog box Using member search WeblIntelligence for OLAP User s Guide 7 The results display sorted in the Member Select dialog box Select Members Customer5K Xx Search z Aaron Colton Addie Pennington Albert Benton Albert Houghton Alexander Whitton Arthur Houston Bernice Breton Bethiah Thurston Carol Sutton xl Add Member x Remove Remove Al All Customer5K Lok Cancel L Creating and Editing Weblntelligence OLAP Reports There is a display limit for large dimensions In order to speed up the display and caching large dimensions are split up into more manageable groups Auto Grouping divides the members and displays folders that group the fi
69. column you select contains less than 10 values column data will be ranked according to the number of values present Weblntelligence for OLAP User s Guide gt Ranking data using standard ranks The most commonly used ranks are Top 10 Top 5 Bottom 10 Bottom 5 To apply one of these standard ranks to your report data 1 Select the column on which you want to perform a rank 2 On the toolbar click the Rank drop down arrow The Rank drop down menu appears c5 v Top 5 Top 10 Bottom 5 Bottom 10 Clear Custom 3 Select the standard rank you want to perform Column data displays in the order of the rank you selected gt Ranking data using a custom rank Custom ranks allow you to set your own criteria for ranking data To perform a custom rank 1 Select the column on which you want to perform a rank 2 On the toolbar click the Rank drop down arrow The Rank drop down menu appears 3 From the drop down menu select Custom The Rank by Value dialog box opens Dimension Year Current Rank None New Rank 4 In the drop down list box select either Top or Bottom Ranking data Webintelligence for OLAP User s Guide 5 Enter a value in the text box for the number of rows you want to include in your rank 6 Click OK Column data displays in the order of the rank you performed gt Removing ranks To remove a rank you performed on column data 1 Select the column from which you want to remov
70. culation that is performed last is the one that takes precedence and displays on the grid Channel E Catalog Online E Store Avg Channels Customer E Canda 2 15 264 08 2 156 264 03 BE 2 095 022 64 4 073 629 17 3 421 014 00 3 196 888 61 Entering 10 gives a BT 540522 96 6 004 973 70 10 443 954 04 763 170 57 higher precedence on res ATA 4 252 286 68 4 073 629 17 3 421 014 00 ieee Avg Channels Here the result shows the average of all the channels takes precedence because we set Webilntelligence for OLAP User s Guide the higher number in the Precedence text box for Avg Channels If you inverse the precedence by editing the calculation Canada Mexico and entering 20 in the Precedence text box the result in the bottom right cell adds the average number for Canada and Mexico shown below Channel E Catalog Online E Store Avg Channels Customer 2 156 264 03 2 156 264 03 Entering a higher aw o 4 073 629 17 342101400 3 196888 51 number 20 gives a PE Ho 29 6504 973 70 10 443954 04 7 863 170 57 higher precedence on TETE 4 252 286 58 4073625 17 3 421 01400 5 353 152 64 Canada Mexico Here we changed the precedence to calculate Canada Mexico last so the number in the bottom corner displays the sum of Average Canada Average Mexico Performing calculations with Essbase and DB2 OLAP When you use an Essbase server you perf
71. d will automatically display with a vertical scroll bar You can use this scroll bar to navigate the list of drillable members L Working with Charts Weblntelligence for OLAP User s Guide Drilling in chart only display You can drill down on chart data in one of three ways gt Drilling down on chart data The three ways to drill down on chart data are e From the Chart Legend double click the item on which you want to drill down Your chart displays data for the values to which you drilled down To return to the pre drilling chart display click the Back navigation button on your web browser toolbar e From the chart legend single click the plus sign to the left of the item on which you want to drill down Your chart displays data for the values to which you drilled down To return to the pre drilling chart display click the Back navigation button on your web browser toolbar e Double click a chart segment for which a plus sign appears in the chart legend Your chart displays data for the values to which you drilled down To return to the pre drilling chart display click the Back navigation button on your web browser toolbar To avoid having to use the Back button to drill up you can change data display from Chart only to Grid and Chart See Drilling in grid and chart display below When you finish drilling on report data you can change the report back to Chart form Drilling on charts WeblIntellig
72. e 0 4 O Sorting Drill Through Formatting Reset Report Value Filter Menu Empty Cell Suppression On Off Toolbar option Description Create Printable Version Opens the print dialog box Reset Report Abandons any changes you made during the current session View Displays the view options Drill Through Opens the universal drill through tool Swap Access Swaps the rows for the columns in the report grid Value Filter Menu Displays the filter options Top 10 Displays the ranking options Sorting Displays the sorting options Member Calculations Displays the member calculation options or performs the default calculation for the selected members in the report The Weblntelligence OLAP environment Webilntelligence for OLAP User s Guide Empty Cell Suppression Turns the empty cell suppression on or off Layout Displays the layout options Formatting Displays the format options Report Information Displays the report information gt Query Panel The Query Panel contains the dimensions measures and other data objects you analyze in your WebIntelligence OLAP reports From the Query Panel you e drag and drop dimensions onto the report grid e click dimensions to select members and levels from a dialog box The Query Panel displays icons showing the location of dimensions on rows and columns in the report When you include members in your report the name of each member you select
73. e a rank 2 On the toolbar click the Rank drop down arrow The Rank drop down menu appears 3 From the drop down menu select Clear Column data displays without a rank Ranking data using an Analysis Services server If you drill then add a rank the drilled down members are automatically added to the query They are required to allow the rank operation You can perform the following types of ranks in your report e default rank Top 10 e standard ranks Top 10 Top 5 Bottom 10 Bottom 5 e custom ranks You can also create a custom rank on your data based on aspecific number of rows e apercentage of the values for the rows compared to the parent e the sum of the values for the rows gt Ranking data using the default rank To rank the Top 10 row values for a column 1 Select the column on which you want to perform a rank c5 2 On the toolbar click the Rank button The column you selected displays the top 10 row values If the column you select contains less than 10 values column data will be ranked according to the number of values present L Analyzing Your Data WebIntelligence for OLAP User s Guide gt Ranking data using standard ranks The most commonly used ranks are Top 10 Top 5 Bottom 10 Bottom 5 To apply one of these standard ranks to your report data 1 Select the column on which you want to perform a rank 2 On the toolbar click the Rank drop down arrow The Rank drop down menu appears Bottom 5 B
74. e and an OLAP database both contain information about your business It is generally optimized so that you can quickly insert and update records An OLAP database is generally used to analyze data The results of most business questions are calculated within the cube to provide the data quickly Typically an OLAP database is created from the information you have putin a relational database Weblntelligence for OLAP provides one interface and one common terminology to access your OLAP data from several different types of OLAP servers For a more in depth presentation and comparison of individual OLAP vendor terminologies see Differences Among OLAP Servers on page 187 OLAP database terms gt Cubes An OLAP database is a collection of cubes A cube is a structure that stores your business data in a multi dimensional format that makes it easy to analyze Designed to be departmental and optimized for performance a multi dimensional OLAP cube consists of aggregated summarized and pre calculated data Usually each cube contains data that focuses on a specific aspect of the business such as sales data financial data or data for tracking inventory Each cube is usually designed to address a specific business question When you create a report you connect to a cube and use the data from that cube in your report gt Dimensions and measures A cube contains dimensions and measures A dimension is a component of a cube it groups rel
75. e for OLAP User s Guide Creating charts IG You have several options for displaying report data in the report grid area Report data can be displayed as a e grid default e chart e grid and chart Displaying data as a grid or a chart When you build a report Webintelligence automatically displays it in the default grid only layout You can transform grid data into a chart format or display the same data in both the grid and a chart format You do this by selecting options on the Layout drop down menu cx Chart Grid Grid and Chart Pie Clustered Bar Horizontal Bar Vertical Bar Stacked Bar Line Multi Line Chart Options gt Turning grid data into a chart To turn a report in grid form into a chart 1 On the toolbar click the Layout drop down arrow 2 From the drop down menu select Chart Your report data displays in chart form only gt Turning chart data into a grid To turn a report in chart form into a grid 1 On the toolbar click the Layout drop down arrow 2 From the drop down menu select Grid Your report data displays in grid form only Creating charts Webintelligence for OLAP User s Guide Displaying report data in both grid and chart format L Working with Charts You may want to display your data in both grid and chart form within the same report When both grid and chart display the same data the data is synchronized This means that charts always reflect the resul
76. ed format settings A setting is defined if it is not the default one There can only be one setting per measure 8 The buttons to manage the list of defined format settings and the dialog box 3 Select the measure you want to format from the drop down list under Apply to FORMAT Measures For more information on the measures that AE appear see Understanding the measures in Unit Sales the drop down list on page 150 Unit Sales Store Cost Store Sales Sales Count Store Sales Net Profit Sales Average L Formatting Your Report WebIntelligence for OLAP User s Guide You can define or edit the format settings for the displayed measure You can also define format settings for measures that may be uncovered during the selection For example you have a report that was created on the Essbase DB2OLAP data provider that allows a hierarchical structure in the measure dimension If you define a format setting for a measure that is a second generation child and its ancestor is present in the report and you drill down to the measure with the defined format setting the numeric formatting displays When you select a measure that has a format setting the corresponding item in the Formatted Measures list box highlights and the setting editor reflects the format setting 4 Define the format options as shown above 5 Define a format setting by first selecting from the format options Format options vary by data source pr
77. ed from the server is the application displays that number in double default type of number scientific format Where 13 is determined by Number of Significant Digits 15 minus the number of decimal places to show 2 The data type for a number The application displays all the digits as returned from the server is there is a maximum of 15 to the left and four currency to the right of the decimal place so they do not need to be displayed in scientific format You select to see data fora Numbers larger than 1E 13 display in measure as currency and the scientific format without the currency actual data type is double symbols Numbers that cannot display with Display an error desired format or in scientific format TIP Testing shows that number overflows are not detected for the currency data type the value returned to the grid is negative 922 337 203 685 477 5808 Double overflows are returned as an error number in Canadian English they appear as 1 4NFE 0 in the grid but appear in a different format based on the server s locale L Formatting Your Report WebIntelligence for OLAP User s Guide Currency symbols You can add and change currency symbols on a measure in your report gt Adding a currency symbol To add a currency symbol to a measure 1 On the toolbar click the Formatting drop down arrow The Formatting Menu appears Measures Parent Child Alias 2 Select Me
78. elligence for OLAP User s Guide On any of the servers if a change is made to the members of a dimension then all drilling for all dimensions in the report is reset On an Essbase DB2 OLAP server moving or swapping dimensions also resets all drilling for the report Location of parent child and totals On an Analysis Services or SAP BW server parent members appear before children in the report On an Essbase DB2 OLAP server it s the reverse Child members are indented to the right of their parent member unless indenting is turned off Analysis Services and SAP BW Essbase DB2 OLAP USA CA Los Angeles Los Angeles San Francisco CA This also has an impact on drilling When you drill on a report on an Analysis Services or SAP BW server the children expand below the parent When you drill on a report on an Essbase DB2 OLAP server the children expand above the parent Looked at from another perspective the grand total for a report on an Analysis Services or SAP BW server is in the top left of the report on an Essbase DB2 OLAP server it is in the bottom left Terminology WeblIntelligence for OLAP User s Guide Feature differences The table below shows the differences in the features on each OLAP server Feature Analysis Essbase DB2 SAP BW Services 0 AN Ranking Can rank Can only rank row Can only rank row dimensions on row dimensions fora dimensions and can axis then m
79. ence for OLAP User s Guide Drilling in grid and chart display L Working with Charts When report data is displayed in both chart and grid format you can drill down on either the grid or the chart However you can drill up only on the grid The drill down and drill up results are dynamically applied to both grid and chart For example when you drill down on Qtr1 on the grid both the grid and the chart data change to reflect your drilling Product ER 7 048 00 5 721 00 5 929 01 5 005 00 7 017 00 EEA 872 00 7 030 00 6 789 00 5 438 00 7 236 00 ERR 8511 00 7 005 00 6 898 00 5 898 00 7 522 00 EE 237 00 7 198 00 6 403 00 5 162 00 5 941 00 Product 100 EF 200 41300 El 400 atri atr2 ats Ot4 Diet This dynamic update of report data is valid for both drill down and drill up options WebIntelligence for OLAP User s Guide Printing charts You can print any chart even those charts containing very large amounts of data Whatever your chart size it will be scaled to fit into a page The printed chart will only display data for those members visible in the chart legend The Dimension Line will not be printed When you print your chart the following elements appear on the page e Chart title e Report description e Chart e Chart legend Printing your report in chart display There are two ways to print a version of your chart e two click print
80. eport to display the data you need especially drilling 3 Select only the members you want to display by clicking the member name and holding the Control key then clicking another 4 Click the Modify Query Menu drop down arrow and select Keep All Your report refreshes to display only the members you selected gt Using Reset Dimension If you want to reset the dimension to display the top level in your report click the dimension label and select Reset Dimension from the Modify Query Menu All the value filters sorts calculations are removed and refreshed in your report Removing or keeping some query elements _ WeblIntelligence for OLAP User s Guide Here is a visual presentation of the the three steps Customer Canada Mexi USA Channel E All Channel 2 156 264 03 9 590 665 82 23 589 511 70 fering 2 156 264 03 2 096 022 64 6 540 583 96 Online 4 073 629 17 6 604 973 70 ERTH 3 421 014 00 10 443 954 04 Step 1 Open your report B oh OST Yoa Me E OLA Keep Only Remove Only Keep All m Reset Report 03 9 590 665 82 23 589 511 70 IT 2 156 264 03 2 096 022 54 6 540 583 96 4 073 629 17 6 604 973 70 13421 014 00 10 443 954 04 Step 2 Select the dimension to reset and click Reset Dimension form the drop down list Customer A Channel ustomer SES 35 336 441 55 10 792 870 64 10 678 602 87 13 864 968 05 Step 3 The
81. er exceptions to your report To create another exception in your Weblntelligence for OLAP report 1 Follow the same procedure as detailed in Defining exception criteria on page 165 L Formatting Your Report Webilntelligence for OLAP User s Guide 2 Use the table below to determine how the application handles your exception Click To Add e Validate and save your current exception definition e Add anew caption and preview of the exception to the Exceptions Defined list Cancel e Abandon your changes e Maintain only the exception definitions that appeared in the Exceptions Defined list box before you opened the Format Exceptions dialog box e Return to the session as it was before you opened the dialog box Change e Save the changes you entered for the selected exception definition TIP The Change button is enabled as soon as you change the definition of the selected exception Clear e Remove all the exception definitions in the Exceptions Defined list TIP The Clear button is enabled when one or more exceptions appear in the Exceptions Defined list box e Display the Query Panel when you close the dialog box OK e Save the list of exceptions in the Exceptions Defined list to your report settings TIP If you click OK before Add your current exception definition saves to the Exceptions Defined list box This has the same result as if you click Add then OK e Close the dialog bo
82. erFull or from OLAP T M t You can also Add a document to eae Infoview from your computer CEO COO Others VPs Scheduled Documents View the scheduled list of documents and check their status Opening Weblntelligence OLAP reports You open Weblntelligence OLAP reports from document lists in InfoView gt Opening a Webintelligence report To open a Weblntelligence OLAP report 1 From the InfoView home page select the document list that contains the report you want to access L Creating and Editing Weblntelligence OLAP Reports Corporate Documents _ _ Corporate Documents list Webilntelligence for OLAP User s Guide D E PS Access documents available to you and other users Advanced Top Managment Products CEO COO VPs Others Shoes Trousers Glasses Human Ressources Sales Processes New faces Head count Forecast 90 99 1 Q2 Q3 Geography North America Oceania Europe Click the name of the document list that you want to access A document list appears The WebIntelligence OLAP report icon indicates the link is a WebIntelligence OLAP report Click the WebIntelligence OLAP report name you want to open Depending on your security settings you be prompted to enter your user name and password to view the selected report The selected report displays Opening an existing report Webintelligence for OLAP User s Guide Opening reports with prompts You
83. es e Sorting e Suppressing empty cells e Indenting e Alias tables e Building in report exceptions e Making multiple selections L Formatting Your Report WebIntelligence for OLAP User s Guide Changing report grid layout You can change your report grid layout by e swapping the position of all the rows with all the columns e swapping the position of one dimension with another dimension moving a dimension to another position If you are using an Essbase DB2 OLAP server and you have previously drilled in the document making any changes to dimension positions removes the drilling from the document The only exception is if you add a new dimension to the existing dimensions on the rows or columns In this case the drilling remains When you swap axes using an Essbase DB2 OLAP server any ranking value filtering and sorting applied to the rows disappears as you cannot apply these features to column dimensions Swapping dimensions Swapping all rows and columns rotates the table If there are multiple dimensions on an axis Weblntelligence maintains the relative position of each of the dimensions You can also swap one dimension with another on the same axis gt Swapping all dimensions on columns and rows To swap the position of all the rows with all the columns 5 e Click the Swap Axes button on the toolbar The original row and column dimensions are interchanged gt Swapping one dimension with another To s
84. g empty cells Indenting 00 cece ee ees Alias tables 0 0 0 0000 eee Building in report exceptions Making multiple selections 5 Differences Among OLAP Servers Server models 0 0 00 cece eee ee eee eens Terminology 000 0c eee eee eee Feature differences 0 0000 cee eens WeblIntelligence OLAP features Index 73 75 77 80 84 87 89 91 95 96 104 115 116 121 128 141 143 145 157 161 162 163 164 177 187 189 190 194 196 197 WebIntelligence for OLAP User s Guide Examples Aggregated data that is the sum of the lower levels 20 Aggregated data that is not the sum of the lower levels 20 Using wild cards in your member search criteria 45 Simple report description 02000 c eee eee eee 65 Report description with multiple columns and rows 66 Report description with sorts and filters 2 00 05 67 Executing three operations to obtain logical results 95 Sum function with Microsoft SQL Server Analysis Services sample cube 134 Determining precedence with multiple calculations Contiguous cell selection 00200 0 eee eee eee eee 183 Examples WeblIntelligence for OLAP User s Guide L Examples Maximizing Your Information Resources lt
85. ge Click OK Your report displays all measures as percentages Converting ratios to percentages The effect of this option is to multiply your measure by 100 It is particularly useful for displaying ratios between zero and one To convert ratios to percentages On the toolbar click the Formatting drop down arrow Select Measures The Format Measures dialog box opens Select the measure you want to format from the drop down list under Apply to Click Custom Select the Symbol check box Select the 0 01 5 196 check box Click OK Your report displays all ratios as percentages Weblntelligence for OLAP User s Guide Changing decimal display in measures You can change the decimal display of measures in a report gt Changing decimal display To change the decimal display of measures in your report 4 2 gt Changing the display of number grouping On the toolbar click the Formatting drop down arrow Select Measures The Format Measures dialog box opens Select the measure you want to format from the drop down list under Apply to Click Custom From the Decimal Places drop down list select the number of decimal places you want to appear in your report measures Click OK Your report displays measures with the decimal display you selected You can display long numbers with or without a thousands separator symbol For example you can choose between displaying a measure as 456 789 22 and
86. he Keep Remove Options You can use the Keep Remove options after selecting the members you want to change in your report The Keep Remove options are Option Description Keep Only e Maintains your selected members in your report Members that are not selected are removed from the report Remove Only e Removes your selected members from your report Members that are not selected remain on the report L Analyzing Your Data WeblIntelligence for OLAP User s Guide Option Description Keep All e Keeps all the members for the selected dimension s This is useful if you want to keep the drilled members to rank create a value filter or perform other analysis Reset Dimension Resets the selected dimension in the report including removing the rank value filters member selections Reset Report e Resets all the dimensions in the report including removing all ranks value filters member selections When you click the drop down arrow Modify Query Menu a list of choices display mumu The Modify Query Menu apm displays the options Remove Only Keep All Reset Dimension Reset Report Value filters and sorts are impacted when you apply Keep Remove options Since the value filters and sorts apply to the individual dimension or rows and rely upon an individual column tuple when you remove the column or tuple the filter and sort are removed If the column or tuple still exist after a Keep Remove opera
87. ies Dynamic Time Series is a feature available only to Essbase DB2 OLAP Server users It allows you to include dynamic period to date information in your reports Dynamic Time Series members appear as special members in the Time dimension In the Select Members dialog box they appear along with members at the top level of the Time dimension Which dynamic time series members appear depends on which members your system administrator has configured Below is an example of members that might appear Select Members Year xi Members z EF Q Year 4 He Gtr 3 He 2a He ade FH Otr 3 H T D O T D M T D Add Member z Remove Remove Al E Children of Year Ea el For each Dynamic Time Series member you add to your report you must also select a member from the lowest level in the Time dimension Only a single lowest level member can be added to a given time series member L Creating and Editing Weblntelligence OLAP Reports Weblntelligence for OLAP User s Guide Adding a Dynamic Time Series member You can add single or several Dynamic Time Series members to your report gt Adding a single Dynamic Time Series To add a single Dynamic Time Series to your report 1 gt In the Query Panel select the Time dimension The Select Members dialog box opens Select the Dynamic Time Series member you want to include in you report For example if you want to see values
88. ighest level in the dimension remains in the report grid To remove the dimension you must drag it from the report grid to the Query Panel gt Removing all levels of a dimension Your report may contain multiple level filters for a given dimension To remove all level filters for a dimension from your report 1 In the Query Panel select the dimension containing levels you want to remove from your report The Select Members dialog box opens 2 Click the list box drop down arrow located near the top of the dialog box and select Level 3 Click Remove All to delete all level filters for the dimension from the report The Query Panel no longer displays the names of the removed levels Report data is no longer filtered for levels in that dimension The highest level in the dimension remains in the report grid To remove the dimension you must drag it from the report grid to the Query Panel gt Clearing all levels from the report To clear all level filters from your report you can either e Remove levels from each individual dimension containing levels by following the above procedure Removing all levels of a dimension e Click the Clear Query button on the toolbar This action removes any level filters included in the report For more information see Removing all your query elements on page 115 or Removing or keeping some query elements on page 116 Level filtering Webintelligence for OLAP User s Guide Dynamic Time Ser
89. ilable Each member on every level of the alternate hierarchies appear on the second level of the default hierarchy Member filtering Webintelligence for OLAP User s Guide Adding member filters Adding a member to your report filters the report data by that member You can add a member with or without including data for another member of the same hierarchy For example you could include the children or descendants of that member in the same filter gt Adding a member filter without additional data To add a member filter for a dimension in your report without including data for another member of the same hierarchy 1 In the Query Panel click the dimension containing the member for which you want to filter data in your report The Select Members dialog box opens By default the dialog box displays the Members option in the drop down list Any member filters already included in the report appear in the lower pane Select Members Market x Members EF Market 4 g East 5 GH West 5 GH South 4 FH Central 6 Hd Add Member z Hierarchy list box Remove Remove Al Lower pane 196 cancel 2 Double click the member you want to add The added member appears in the lower pane 3 To select more than one member repeat step 2 L Creating and Editing Weblntelligence OLAP Reports WebIntelligence for OLAP User s Guide 4 Click OK to add the member to your report and close
90. illed on a dimension and that you can drill up on that same dimension When you reach the lowest level for the data in a given dimension values display without a sign By default WebIntelligence displays report data at its most aggregated level 2 355 00 2 141 00 1 917 00 0 2 279 00 2 329 00 2 323 00 1 997 00 1 697 00 2 362 00 2 364 00 2 257 00 2 015 00 1 697 00 2 376 00 7 048 00 6 721 00 5 929 00 5 005 00 7 017 00 ere 7 872 00 7 030 00 6 769 00 5 436 00 7 336 00 fete 0 511 00 7 005 00 6 693 00 5 698 00 7 532 00 eres 7 037 00 7 198 00 6 403 00 5 162 00 6 941 00 Drilling on tables Webilntelligence for OLAP User s Guide Drilling overview Drilling on an item expands the tree to display the item you drilled on plus all its children Subsequently drilling on one of the children expands the tree again to show the item you drilled on and all of its children An item which can expand to display children is denoted by a plus sign If you are using an Essbase DB2 OLAP server drill behavior differs from the one described above When you drill on an item using an Essbase DB2 OLAP server children expand above the drilled item Product 2 355 00 2 141 00 1 917 00 1 611 00 2 279 00 2 329 00 2 323 00 1 997 00 1 697 00 2 362 00 2 364 00 2 257 00 2 015 00 1 697 00 2 376 00 7 048 00
91. ilter menu select the value filter you want to apply to the selected cell Your report displays data for those rows that contain values corresponding to the value filter you applied to the selected cell in the filtered column gt Applying custom value filters You use custom value filters to filter column data using the value of your choice You are not limited to those values displayed in the column You must base custom value filters on one of the following criteria a percentage of parent values a percentage of the total value for the dimension Value filtering Webintelligence for OLAP User s Guide L Analyzing Your Data Percentage of parent values To apply a value filter based on a percentage of the value of parent data 1 2 Select a cell in the column to which you want to apply a value filter based on a percentage of parent values On the toolbar click the Value Filter drop down arrow The Value Filter menu appears lt Clear Custom From the Value Filter menu select Custom The Filter by Value dialog box appears Filter by Value Dimension Channel Current Filter None New Filter gt 90628 T96 of Parent J Bel Click the of check box The of drop down list box is active From the drop down list box select Parent Click OK Your report displays data for the selected rows as a percentage of parent values Percentage of the total value for
92. in Essbase DB2 OLAP and SAP BW 106 108 data source editing 68 date format in lists of databases and cubes 37 DB2 OLAP default reports 38 default reports 38 DB2 OLAP 38 Essbase 38 definitions aggregated data 20 alias tables in Essbase DB2 OLAP 163 application in Essbase DB2 OLAP 191 balanced hierarchy 21 children 18 column axis 20 cube 17 default report 38 dimension 17 Dynamic Time Series in Essbase DB2 OLAP 58 filter axis 20 generation 191 hierarchy 21 key figures in SAP BW 192 level 17 measure 18 member 18 nested dimension 20 OLAP database 17 page axis in Analysis Services 190 ragged hierarchy 21 row axis 20 demo materials 9 Developer Suite 10 12 differences between OLAP servers 189 196 dimensions defined 17 example of 18 moving 144 nested 40 157 selecting 39 swapping 143 document lists in InfoView 28 documentation CD9 feedback on 10 on the web 9 printed ordering 9 roadmap 9 search 9 Documentation Supply Store 9 DRAFT downloading OLAP reports 69 drill icons 84 91 drilling 84 86 91 96 effect on ranks 112 114 effect on values filters 96 expand mode 92 in Essbase DB2 OLAP 95 in Essbase DB2 OLAP or Analysis Services 95 on charts 84 86 removing using the Clear Query button 94 drilling up 93 in grids and charts 86 Dynamic Time Series defined 58 in Essbase DB2 OLAP 58 E editing data source 68 education see training empty cell suppression 100 161 Essbase default reports 38 Essbase DB2 O
93. in order from highest to lowest or lowest to highest The default rank is Top 10 If the rows in your report have more than one dimension the ranking always occurs on the innermost dimension This is called a nested rank For example this report has two dimensions on the rows roduct City Scenarios asures Product by Scenario Grouped by Market Root Beer Cream Soda 544 00 Fruit Soda 3 668 00 Oregon L Analyzing Your Data AA 530 00 Texas 4 210 00 580 00 4 270 00 948 00 1 091 00 934 00 2 135 00 1 340 00 1 110 00 1 250 00 2 290 00 4 881 00 4 187 00 2 897 00 2 426 00 dget 2 620 00 5 040 00 4 140 00 2 390 00 2 430 00 440 00 1 563 00 804 00 2 255 00 1 712 00 1 940 00 990 00 1 810 00 2 230 00 2 897 00 664 00 1 922 00 2 790 00 950 00 2 500 00 Webilntelligence for OLAP User s Guide If you create a rank of the top five on Colas the data is ranked according to the Scenario dimension You get the following result Product City Scenarios Measures Product by Scenario Filter top 5 rows for Column 1 Grouped by Market Product 1 340 00 1 110 00 1 250 00 2 290 00 Budget 2620 00 5 040 00 140 2 390 00 4 881 00 4 187 00 2 897 00 A426 Gregan B set 130 1 940 00 990 00 1 810 00 2 230 00 Colas Root Beer E Cream Soda Fruit Soda Diet Drinks Cc onam 2 255 00 Texas If you start with the r
94. ing Clear Custom 3 From the Sort menu select Ascending or Descending The column displays sorted data gt Adding a custom sort If you are using an Essbase DB2 OLAP or SAP BW server the only type of custom sort available is the database order or No Sorting option Selecting this option has the effect of clearing any numeric sorts you applied to your report Sorting Webintelligence for OLAP User s Guide To 1 2 4 5 gt To 1 2 L Formatting Your Report add a custom sort Select the column you want to sort You must select a column even if the report contains only one column On the toolbar click the Sort drop down arrow The Sort menu appears From the Sort menu select Custom The Sort dialog box appears Sort dialog box for Essbase DB2 OLAP Sort dialog box for SAP BW server Dimension Year Current Sort No Sorting Dimension Customers Current Sort No Sorting No Sorting Sort By Values C Sort By Member Labels No Sorting C Sort By Values ascending i C Descending z Ascending Descending OK Cancet Clear Bajada Click No Sorting Click OK Your report data displays without a sort Removing sorts remove a sort from your report Select the column from which you want to remove a sort You must select a column even if the report contains only one column On the toolbar click the Sort drop down arrow The Sort menu appear
95. ing e using the Print dialog box gt Two click printing To print a chart in two clicks 1 On the toolbar with your report open click Create Printable Version A separate browser window opens displaying the print ready report 2 On the separate browser toolbar click Print When you have finished printing your report close the print browser window to return to your report Printing charts 88 Webintelligence for OLAP User s Guide gt Using the Print dialog box To print a chart using the Print dialog box 1 On the toolbar click Create Printable Version A separate browser window opens Z http 10 6 143 59 wi olap oawPage asp Microsoft Internet Explorer File Edit View Favorites Tools Help KI eck gt JB A search GgFavorites Media D 3H FH Address ja http 10 6 143 59 wifolap oawPage asp x Go Links ted Product by Market grouped by Year Product by Market Grouped by Year aa eee a 2 From the Menu bar select File then Print The Print dialog box appears 3 Verify that the information displayed in the Print dialog box is correct and click OK Your chart prints to the default printer If you are using a color printer your chart and chart legend print in color 4 On the toolbar select File then Close to close the print browser window L Working with Charts Analyzing Your Data lt Webilntelligence for OLAP User s Guide Overview
96. is important to understand when planning your query The evaluation of a value stops after a defined exception is triggered The application then evaluates the next value starting with the first exception This section discusses how the order of exception definitions within a measure is set e The order of exceptions that are evaluated for a measure match their order from top down in the list box e When the dialog box opens and contains previously defined exceptions the list items are grouped by their measure parent in the order of their creation e When you add an exception it goes to the end of the list box e When you remove an exception all exceptions for the same measure move Building in report exceptions _ Webintelligence for OLAP User s Guide up in order e When you disable an exception the order does not change but the exception is not evaluated when triggering the exceptions Similar to the removal command when an exception is enabled its order hasn t changed and the evaluation continues in the same order Troubleshooting advice Since you input values on a client machine some limitations may be imposed due to the scripting language and incompatibilities with the keyboard configuration Thus some characters that are provided by the browser event object may not be what the script expects gt Unicode characters The scripting language Regular Expression manages the character patterns but it is not able to
97. ive brands in your region You apply a filter on your region rank the top 5 of those values returned by the value filter and sort those five members Your results are more logical than if you sort without first filtering or ranking your data If you sort first then your data is no longer sorted when you rank Combining drilling with other operations If you perform another operation before drilling on either an Essbase DB2 OLAP or Analysis Services server drilling does not affect that other operation The ranks sorts or filters added to your report before drilling remain Depending on how your administrator of the SAP OLAP cube has set up the dimensions and how you interact with the report the behavior described below could vary If you only have one level below the top level and display children of the top level as is the case with a default report then no members exist below the bottom level for drilling If you drag another member from the query panel to the grid however you are placing the top level member on the report and then can drill down to the bottom level of the dimension Performing multiple operations Webintelligence for OLAP User s Guide Value filtering Filters let you reduce the data displayed in a report allowing you to analyze the data in which you are most interested Member filtering on page 48 explains how to create member filters Value filters provide another option for restricting repor
98. k the drop down arrow next to Background and select a color Save the exception in the Exceptions dialog box Click Add e add an exception e edit an exception e enable an exception e disable an exception remove an exception L Formatting Your Report Once you open and refresh a report that contains exceptions you can Webilntelligence for OLAP User s Guide Defining exception criteria To define an exception for your report you need to define the criteria on which the exception is evaluated To do this 1 Open your report 2 Select Exceptions from the Format drop down menu on the toolbar O Measures Parent Child 2k The Exceptions dialog box opens FORMAT Exceptions Measure Select a Measure Value Select an Operator aaa Preview Foreground v 12345 Background v Exceptions Defined 3 Click the drop down list under Measure and select one of the available measures on which you want the exception to be determined For more information on how the measure is identified see Identifying measures on page 172 Building in report exceptions _ WeblIntelligence for OLAP User s Guide Selecta Measure The measures that display correspond to a flat list of the members found in the Measures dimension 4 To build the expression click the drop down list under Value to select an operator Operator choices are gt
99. l and Time Calendar L Analyzing Your Data Weblntelligence for OLAP User s Guide Hierarchies display as parents of the members represented by a dimension icon Ti 5 7 i Select Members Time xi The active hierarchy is select Members Time EI Members El highlighted A Quarter Month The pyramid structure is fA Quarter Month gh Calendar visible below the hierarchy Calendar E ga Weekly Detailed icon E ga Weekly Detailed E All Time You can ag AN E 1997 explore hierarchies by BS Year Week 1 clicking on the plus OB Week Week 2 sign ag Day Week3 e select Levels instead ag Hour Week4 m of Members in the drop E8 Minute Add Member H down list box to display Add Member H eee paasa pe ee or levels pagg under the open hierarchy remove members or levels OK cereal Po Ka The Select Members dialog box can display Members and Levels The icons represent the specific hierarchy status e An active hierarchy is highlighted and expanded when you first open the Select Members dialog box e Other hierarchies have a transparent display When you open another hierarchy the current hierarchy closes to prevent you from selecting hierarchies from different dimensions gt Identifying split hierarchies in the query panel You can import reports that contain split dimensions from BusinessQuery MD and BusinessObjects into Weblntelligence for OLAP BusinessQuery MD and Business
100. levels and members You can only include one alias table per report Changing the alias table You can change the alias table for your report gt Changing alias names To change the alias table 1 On the toolbar click the Formatting drop down arrow 2 From the drop down menu select Alias The Format Alias Table dialog box opens Format Alias Table 3 Click the drop down arrow of the Alias Table list box then select the appropriate Alias from the list 4 Click OK Your report data displays with the selected Alias names Alias tables WeblIntelligence for OLAP User s Guide Building in report exceptions You can highlight certain data in your report using the Exception feature Similar to alerters in BusinessObjects reports WebIntelligence for OLAP allows you to set up condition based evaluation criteria The process to building exceptions alerters is What Where Define an exception in the Exceptions dialog criteria box How Click Exceptions from the Format menu Selecta measure in the Exceptions dialog box exception editor Click the drop down list of available measures under Measure Build an expression in the Exceptions dialog box exception editor Click the drop down arrow and select an operator under Value Enter a value or values in the text box es Select a format in the Exceptions dialog box Click the drop down arrow next to Foreground and select a color Clic
101. lntelligence OLAP 5 Click OK to apply and save your changes 6 Click Home to go back to your home page L Creating and Editing Weblntelligence OLAP Reports WeblIntelligence for OLAP User s Guide 7 To create a new document using an OLAP data source click OLAP under New Documents Home Mylnfoview Options Help Logout Personal Documents Access the documents that you have saved for your personal use as well as the ones that other users have sent to you reox New Document Create a new document from a universe or from OLAP You can also add a document to your portal from your computer Creating new reports _ WeblIntelligence for OLAP User s Guide A list of available connections appears Each connection also shows the name of the provider for the OLAP server and the name of the server Webintelligence OLAP Report Panel Data Source s 2 available D Name Type Server O 4 MS MSOLAP VERONE O g SAP BW MDRMSAP B08 fence Pren fe Joea Precs Notice the name of the provider for the connection you select Different providers allow you to manipulate the data in different ways These differences are described later in this guide but you will need to know the provider for the server you are using Provider name as displayed Name used in this guide MSOLAP Microsoft SQL Server Analysis Services SSAS MDRMSAP SAP BW Essbase Essb
102. lt 3D chart display 1 On the toolbar click the Layout drop down arrow 2 From the drop down menu select Chart Options The Chart Format dialog box appears 3 Clear the 3D check box to unselect this option 4 Click OK Your chart displays data in a two dimensional format Refining chart data Webilntelligence for OLAP User s Guide Drilling on charts Drilling is a process for viewing the lower level data behind your aggregated totals It lets you move back and forth from summary to detailed data You drill down to view more detailed data You drill up to view aggregated data For example if your report shows sales for Europe you could drill down to view sales for France drill down again to view sales for Paris and then drill up again to view sales for France Drill icons A plus sign indicates that you can drill on a value in a column or row A minus sign indicates that you have drilled down on a dimension and that it is possible to drill up on that same dimension When you reach the lowest level for the data in that dimension the values are displayed without a sign 1 611 00 1 697 00 1 697 00 5 005 00 5 436 00 5 698 00 gall 037 403 00 5 162 00 By default chart data displays at its lowest or least aggregated level The chart legend displays up to four drillable members If your chart contains more than four drillable members your chart legen
103. lue filter 2 On the toolbar click the Value Filter button Your report displays data only for those rows that contain values greater than the value of the selected cell in the filtered column gt Applying standard value filters To apply a standard value filter gt or gt or lt or lt selected cell 1 Select the cell in the column to which you want to apply a value filter 2 On the toolbar click the Value Filter drop down arrow The Value Filter menu appears lt Clear Custom 3 From the Value Filter menu select the value filter that you want to apply to the selected cell Your report displays data for those rows that contain values corresponding to the value filter you applied to the selected cell in the filtered column Value filtering Webintelligence for OLAP User s Guide L Analyzing Your Data gt Applying custom value filters You use custom value filters to filter column data using the value of your choice You are not limited to those values displayed in the column To apply a custom value filter 1 2 Select the cell in the column to which you want to apply a value filter On the toolbar click the Value Filter drop down arrow The Value Filter menu appears From the Value Filter menu select Custom The Filter by Value dialog box appears Dimension Market Current Filter None New Filter By Column 1 gt z 7048 From the drop down list of
104. m services documentation htm gt Documentation from the products You can access electronic documentation at any time from the product you are using Online help multimedia and guides in Adobe PDF format are available from the product Help menus gt Documentation on the web The full electronic documentation set is available to customers with a valid maintenance agreement on the Online Customer Support OCS website at www businessobjects com services support htm gt Buy printed documentation You can order printed documentation through your local sales office or from the online Business Objects Documentation Supply Store at www businessobjects com services documentation htm gt Search the Documentation CD Search across the entire documentation set on the Business Objects Documentation CD shipped with our products This CD brings together the full set of documentation plus tips tricks multimedia tutorials and demo materials Order the Documentation CD online from the Business Objects Documentation Supply Store or from your local sales office Information resources Webintelligence for OLAP User s Guide gt Multimedia Are you new to Business Objects Are you upgrading from a previous release or expanding for example from our desktop to our web solution Try one of our multimedia quick tours or Getting Started tutorials All are available via the Online Customer Support OCS website or on the Documentation CD
105. manage Unicode characters L Formatting Your Report Webilntelligence for OLAP User s Guide Making multiple selections A multiple selection is whenever you select more than one element at the same time on your report There are four types of selection Selection type Description single includes one type of selectable element at a time cell member label or dimension label fragmented includes one type of selectable element at a time cell member label or dimension label you select elements that are not part of the same dimension contiguous includes one type of selectable element at a time cell member label or dimension label heterogeneous includes a mix of different types of selectable elements cell member label or dimension label You can select What What happens value cells or cell The cell style changes and the first cell you click sets element selection the column selection That column is used if you apply a filter The selected column displays a border around it member label cells The member style changes when you select a member cell dimension label cells The dimension label style changes NOTE You can edit the class in the style sheet CSS file to change the highlight format When you make a multiple selection the cells are highlighted and a cell state becomes apparent Making multiple selections _ Webilntelligence for OLAP User s Guide
106. n the interface remain Microsoft SQL Server Analysis Services and SAP BW servers Building a query is dimension centric on MDX servers in particular a Microsoft SQL Server Analysis Services or SAP BW server Ranking value filtering and ordering are applied to the dimension which is then used on any axis in the report Zero suppression is applied to either the row axis or the column axis Microsoft SQL Server Analysis Services and SAP BW servers have measures separate from dimensions Instead measures are a collection of members within a single level Essbase DB2 OLAP servers Building a query is report centric on an Essbase DB2 OLAP server Ranking value filtering and ordering are applied only to dimensions on the row axis Empty cell suppression is applied to only the row axis Dimensions on the filter axis can only have a single member Measures are just another dimension which can have a full dimensional hierarchy Weblntelligence for OLAP data sources requires that at least one dimension be of type Accounts Server models Webilntelligence for OLAP User s Guide Terminology Each vendor has its own terminology which may vary from the terminology used by Webintelligence The table below shows the relationship between the terminology used by WeblIntelligence and by the different OLAP vendors Term used by Weblntelligence Analysis for OLAP data sources Rows or Row Axis Services Row Axis
107. nce for OLAP User s Guide gt Custom calculations with Microsoft SQL Server Analysis Services The table below describes under what circumstances the Custom Calculation dialog box appears If you select Then this occurs Multiple members from the same Calculates the member on the dimension in the grid including operator function you select or calculated members displays the custom calculation dialog Single Dimension from the grid Opens custom calculation dialog box for that dimension Single Member from the grid Opens custom calculation dialog box for that dimension Single Calculated Member from the Opens custom calculation dialog box grid allowing you to edit that calculated member Any other combination of selections An Invalid selection message appears Understanding Precedence If you have calculated members on both the row and column axis of your report the bottom right corner is the calculated result of these calculations Understanding and determining the contents of the bottom right cell depends on its precedence The value that appears is the result of the last evaluated calculation You can set the precedence in the Custom Calculation dialog box at the time you create the calculation or by editing the calculation after you create it Follow the example below for an example of how to apply precedence EXAMPLE Determining precedence with multiple calculations You have a report displaying sales
108. nchor and the focus switch to the last element you click The elements you previously selected become part of the selection 3 Press the Control key then click a selected highlighted element to unselect Avg Channels 2 156 264 03 the anchor PACITA 2 096 022 64 4 073 629 17 3 421 014 00 3 196 888 61 and focus EIS 2o e06 65 604 973 70 10 443 954 04 706317057 4 073 629 17 3 421 014 00 Canada Mexico 4 252 286 68 3 915 643 25 Even though the last element clicked is unselected the element remains the anchor and the focus Making a contiguous selection A contiguous selection only applies to elements of the same type such as member labels or dimension labels or cells on the same axis or dimension You cannot mix different types of elements for contiguous selections L Formatting Your Report WeblIntelligence for OLAP User s Guide To make a contiguous selection 1 Click an element while pressing the Shift key The element you click becomes the focus If an explicit anchor is not present in the selection a default anchor is assumed and enlarges the selection The anchor remains on the original element until you change it The contiguous selection includes the anchor the focus and all the elements in between Customer PAMANA USA Shift then click USA to make a Pong contiguous selection on USA The CER 2 155 264 03 2 096 022 64 6 540 563 95 anchor is Canada and is outlined the 4 0
109. nsion The table below details which value filter features can be used with the OLAP servers Available value filter feature Analysis SAP BW Services Filter dimensions on the row axis and then yes yes move the dimensions to the column axis without removing the filter Move a filtered dimension off the report without yes no removing the value filter Value filter for the dimension resets to the no yes default member if you move a filtered dimension off the report Value filter applied to the default member which no yes is the top level in the dimension even if the report does not include the default member Only one value filter is allowed If you create a second value filter it overwrites the first one Value filtering Webintelligence for OLAP User s Guide You can apply the following types of value filters to your report e default value filter gt selected cell e standard value filters gt or gt or lt or lt selected cell e custom value filter If you apply a value filter in either Analysis Services or SAP BW for which no column values exist in the entire report WeblIntelligence displays the following message eN or o B 2 m P Vy Hr 4 OLAP Report No data was returned Click here to go BACK You have to return to the previous page and select a value filter that corresponds to the data in the report If you apply a value filter in a report
110. ntelligence OLAP report e single series e multi series Single series charts Pie charts line charts vertical bar and horizontal bar charts are single series charts They display data for a single row of the report In a pie chart for example each slice represents a column of report data By default single series charts display the first row of report data When you drill on such a chart the drill only includes members from a single level Multi series charts Clustered bar charts and multi line charts are multi series charts They display data for multiple rows and columns They display all the data from a table or crosstab With multi series charts rows appear on the X axis and columns on the Y axis Column labels appear in the legend Multi line charts display a line for every column and a point for every row With clustered bar charts each row in the table appears as a cluster in the chart Selecting chart types You can display report data using the following chart types e Pie chart e Line chart e Vertical Bar chart e Horizontal Bar chart e Clustered Bar chart e Stacked Bar chart e Multi Line chart Chart types _ WeblIntelligence for OLAP User s Guide gt Selecting a chart type To select a chart type 1 On the toolbar click the Layout drop down arrow 2 From the drop down menu select the type of chart you want to display Your report displays the type of chart you selected Alternatively
111. on all the levels below that are aggregated to obtain the value for a specific member In the previous table the descendants of North America are all the countries states provinces and cities in North America Canada and USA in Countries California Florida and Ontario in States Provinces Ottawa and San Francisco in Cities gt Ancestors All members except those at the highest level in a given dimension can have ancestors Ancestors are the members on all the levels above a selected member Ancestor data is aggregated to obtain the value of a member on a level or levels above In the previous table the ancestors of Florida are USA and North America The ancestors of Ottawa are Ontario Canada and North America Basic OLAP concepts Webintelligence for OLAP User s Guide gt Aggregated data Aggregated data is usually although not always the sum of the data from the lower levels EXAMPLE Aggregated data that is the sum of the lower levels You are viewing inventory levels for a particular product across all the geographic regions in which your company operates its retail stores The highest level contains data for all of North America The lowest level contains data for each store In this case the value for North America is the sum of the values for the lower levels EXAMPLE Aggregated data that is not the sum of the lower levels You are viewing expense information for your company The data for per
112. on on fiscal year and calendar year Administrators can create multiple hierarchies and give them unique names You can then use these hierarchies in your queries Unless you are aware you may select two different hierarchies from the same dimension causing your query to return no data Using multiple hierarchies and alternate hierarchies Webintelligence for OLAP User s Guide gt Displaying multiple hierarchies To avoid confusion WebIntelligence for OLAP displays the hierarchy icon When you see the hierarchy icon the members displayed below it belong to the same dimension The All member is not expanded to save display time members sf E ga Quarter Month E All Time E Za Calendar E fh Weekly Detailed i Add Member z Remove Remove Al Select Members dialog box Microsoft SQL Server Analysis Services Hierarchies Microsoft SQL Server Analysis Services provides multiple hierarchy support This is possible because the server creates a separate dimension for each hierarchy dimension and combines these into a collection under one name This allows Microsoft SQL Server Analysis Services to consider each hierarchy as if it is a different dimension gt Identifying hierarchy dimensions Hierarchies appear in the Member Select dialog box They are defined in your query as two or more dimensions with names that share the same prefix followed by a period but have different suffixes For example Time Fisca
113. on the values of the children 1 In the Query Panel single click the dimension you want to rank or have previously ranked The Select members dialog box opens Select Members Customers Eg Members z E All Customers 3 Canada 1 Mexico 9 USA 3 Ranking data WeblIntelligence for OLAP User s Guide L Analyzing Your Data 2 In the lower pane single click the parent value then click Remove The parent value is no longer displayed in the lower pane add Member H Remove Al Bellflower Berkeley Beverly Hills a 1106 Cancel 3 Click OK to close the Select Members dialog box The report grid displays the Top 10 values for the drilled down dimension excluding the parent value Education Level 7 Bachelors Degree Graduate Degree High School Degree Newport Beach 1 091 00 Long Beach 1 040 00 Burbank 914 00 Glendale 875 00 Lakewood 846 00 Chula Vista 829 00 Torrance 825 00 Pomona 814 00 Downey 810 00 San Gabriel 804 00 To display your report with the parent value included 1 In the Query Panel single click the dimension in which you ranked your data The Select Members dialog box opens In the upper pane select the parent member on which you originally drilled down then click Add The parent value appears below its children in the lower pane Click OK to close the Select Members dialog box The rep
114. orm calculations on e tuples not on members e columns not on rows TIP For complete information on Essbase DB2OLAP report script calculations there are several references available You can start by referring to the information provided in the Essbase DB2 OLAP documentation that came with your database product It is particularly important to know how to create properly formatted report scripts if you are creating custom calculations gt Quick calculations with Essbase and DB2 OLAP As with Microsoft SQL Server Analysis Services when you click the toolbar function icon the selected dimensions are added To perform quick calculations you need to click the drop down arrow To create a quick calculation 1 While pressing the Control key select two or more columns from a single dimension Performing quick and custom calculations _ Webilntelligence for OLAP User s Guide L Analyzing Your Data The order that you select the columns determines the calculation order Product E Fashion SportsWear E Work Time 2 Click the drop down arrow and choose a single function or operator for example Percent Difference fx BB NG is Add Subtract Multiply Divide Percent Percent Difference Range Custom The calculation is performed and the result displays in another column in the report grid Product 3 Time E Fashion SportsWear Work Percent difference of Fashion and SportsWear 1 392 167
115. ormation Resources Weblntelligence for OLAP User s Guide Services A global network of Business Objects technology experts provides customer support education and consulting to ensure maximum business intelligence benefit to your business How we can support you Business Objects offers customer support plans to best suit the size and requirements of your deployment We operate three global customer support centers e Americas San Jose California and Atlanta Georgia e Europe Maidenhead United Kingdom e Asia Tokyo Japan and Sydney Australia gt Online Customer Support Our Customer Support website is open to all direct customers with a current maintenance agreement and provides the most up to date Business Objects product and technical information You can log update and track cases from this site using the Business Objects Knowledge Base Having an issue with the product Have you exhausted the troubleshooting resources at your disposal and still not found a solution to a specific issue For support in deploying Business Objects products contact Worldwide Customer Support at www businessobjects com services support htm Looking for the best deployment solution for your company Business Objects consultants can accompany you from the initial analysis stage to the delivery of your deployment project Expertise is available in relational and multidimensional databases in connectivities database design tools cu
116. ort On the toolbar click the Formatting drop down arrow From the drop down menu select Measures The Format Measures dialog box opens Select the measure you want to format from the drop down list under Apply to Click Clear to remove all formatting options The Custom option button clears The default option button is selected Click OK Your report data displays the default measure formatting WebIntelligence for OLAP User s Guide Sorting Sorting lets you view your data in a specific order Unlike ranking it does not restrict the data displayed in the report it only changes the order When your report contains rows with nested dimensions all sorting is done using data from the innermost row dimension Sorting on an Essbase DB2 OLAP or SAP BW server If you are using an Essbase DB2 OLAP or SAP BW server you can sort numerically by values for one column in the report An SAP BW server always sorts the data of the column that is the top level for the dimension This is the default member The server sorts the data for the default member even if the default member is not included in the report gt Adding a numeric sort To add an ascending or descending numeric sort to column values in your report 1 Select the column you want to sort You must select a column even if the report contains only one column 2 Onthe toolbar click the Sort drop down arrow The Sort menu appears ay Ascending Descend
117. ort grid displays the Top 10 values for the drilled down dimension including the parent value You can now drill up to display only the parent value or remove the rank to display your data in its original form Webilntelligence for OLAP User s Guide Removing all your query elements lt A Click the Clear Query button on the toolbar to remove all drilling all filters all ranking and all sorting You cannot remove any one of these without removing all of them Removing all your query elements Webilntelligence for OLAP User s Guide Removing or keeping some query elements The Keep Remove feature allows you to modify your query without accessing the ga query panel The Modify Query Menu is an extension of the Clear Query option It allows you to add or remove members directly on the report By bypassing the process of opening the query panel you e avoid returning to the metadata tree to locate the members you wish to keep or remove e avoid selecting family operators that already appear in the report e simplify how you make changes to your report e modify the current report When to use Keep Remove You can use the Keep Remove commands when you are able to select multiple dimensions on your report The Keep Remove options are useful when you want to e display only the important data e clarify the results you want to present e keep drilled members displayed and perform further analysis such as rank or filter T
118. ottom 10 Clear Custom 3 Select the standard rank you want to perform Column data displays in the order of the rank you selected gt Ranking data using custom ranks You can create a custom rank on your data based on aspecific number of rows e apercentage of the values for the rows compared to the parent e the sum of the values for the rows To perform a rank on a specified number of rows 1 Select the column on which you want to perform a rank 2 On the toolbar click the Rank drop down arrow The Rank drop down menu appears Ranking data Webintelligence for OLAP User s Guide L Analyzing Your Data 3 From the drop down menu select Custom The Rank by Value dialog box opens Dimension Channel Current Rank None New Rank Top F fi 0 By Count z 10x ara oe In the upper drop down list box select either Top or Bottom Enter a value in the text box for the number of rows you want to include in your rank In the lower drop down list box select Count Your report displays the column data in the order you specified Your report description includes your custom rank To apply a rank to a percentage of the value of the rows as compared to parent values 1 2 Select the column on which you want to perform a rank On the toolbar click the Rank drop down arrow The Rank drop down menu appears From the drop down menu select Custom The Rank by Value dialog box opens
119. ou can then change those variables to see new data For example you may have chosen to see data for 2002 but want to see data for 2001 gt Redefining variables in SAP BW To change the definition of a variable gt 1 Click the Re Execute button in the toobar The Prompts dialog box appears This button appears only in an SAP BW report 2 Follows steps 2 4 in the preceding procedure Defining variables in SAP BW prompts on page 31 Opening reports with prompts WebIntelligence for OLAP User s Guide Creating new reports You have the option to create new reports once you are logged in to InfoView You use InfoView to access Weblntelligence for OLAP As with universes in Webintelligence you might have access to more than one source of OLAP data If you are an administrator or have been given the rights you may create new OLAP database connections Choosing a data source You choose which data source you want to access in InfoView gt Specifying a data source To specify which data to use for your report 1 Log into InfoView 2 Click the Options button in the title bar 3 Click the Create Edit tab 4 Click the WebIntelligence OLAP option under Document Type Options Pages Use these pages to customize your user settings Display List View ei aag Password About Document Type Select the type of document you want to create C Webintelligence Select default Universe C BusinessObjects eb
120. ove column in the rank only for the them to the column report default member of axis or filter axis the column dimension Running the Yes No No exported file definition of OLAP reports created using BusinessQuery for Excel Value Filtering Can filter Can filter only row Can apply a value dimensions on the row axis then move to the column axis or filter axis Can filter by a number ora percentage dimensions for a column in the report Can filter only by a number filter only on row dimensions It applies only for the default member of the column dimension Can filter only by a number Sorting Can sort by the database default alphabetically and sort by value for a column in the report by number or percentage Can sort by value for a column in the report by number only Can sort by value only on row dimensions It applies only for the default member of the column dimension Can sort only by a number L Differences Among OLAP Servers WeblIntelligence for OLAP User s Guide Feature Analysis Essbase DB2 SAP BW Services OLAP Moving Can move a Moving a Can move a Dimension dimension to any dimension may dimension to any axis without clear ranking axis without change change value filtering except to the filter ordering or axis which sets the drilling depending dimension to the on the report axis default member and report options Me
121. oviders Data source provider PA VET El0 Me en o TAS MDX three choices Default C Database Formatted C Custom In addition to Default and Custom you can choose to format measures using the database format so that your report displays data using the database specific measure format Essbase DB2 OLAP two choices Default C Custom The dialog controls are sensitive to the choice of the format option If no format setting exists for the selected measure and you choose an option other than the default then the Add and OK buttons are enabled If there is a format setting for the selected measure the setting editor Formatting measures Webintelligence for OLAP User s Guide gt displays the format setting and the Add button caption changes to Change When you change the formatting option in the setting editor the Change button is enabled If you selected Custom continue the procedure see Custom formatting on page 148 Custom formatting Once you click the Custom option you have additional choices for adding symbols to the measure format The Symbol check box is enabled when you click the Custom option You can select either Currency or Percentage option under Symbol Focusing on either the currency option or the Percentage conversion option selects the relative parent option 1 2 L Formatting Your Report Click the Currency option Default C Database Formatted
122. oving in Essbase DB2 OLAP and SAP BW 108 removing using the Clear Query button 115 without parent values 112 114 relational databases optimization of 17 Remove Only option using with SAP 119 using with SQL Server Analysis Services 119 DRAFT WebIntelligence for OLAP User s Guide removing drilling 94 measure formatting 156 sorting in Analysis Services 160 value filters in Analysis Services and SAP BW 103 value filters in Essbase DB2 OLAP 98 report descriptions example of 65 report grids printing 70 71 report information naming 64 report information button 64 report titles hiding 63 report views changing 63 default 63 reports default 38 description of 64 display options 39 information about 64 layouts changing 143 144 naming 64 opening via InfoView 28 printing 70 71 publishing 69 saving 69 selecting data in 38 specifying data in 25 Reset Dimension option using 119 Reset Report option using 120 row axis 20 row display changing in charts 80 Index Webintelligence for OLAP User s Guide S SAP BW adding measures 41 changing variables 33 creating value filters 99 103 filtering 49 filtering values 99 103 layouts changing 143 144 location of children 193 opening reports with prompts 30 33 Query Panel 26 ranking data 106 108 sorting 157 158 specifying data sources in 34 37 saving reports 69 search documentation 9 searching members 43 sending reports 69 setting precedence 135 showing empt
123. ows reversed and then create a rank of the top five the data is ranked according to each state You get an entirely different result Colas Root Beer Cream Soda amp Fruit Soda Diet Drinks 2 864 00 2 897 00 664 00 Actual Florida 2 056 00 948 00 1 091 00 mre 999 00 4 881 00 4 187 00 Oregon 440 00 1 563 00 804 00 2 255 00 712 00 BE 0 00 2 790 00 950 00 2 500 00 l EN 2 620 00 040 140 390 2 430 00 UOCE 2 200 00 1 340 00 1 110 00 1 250 00 2 290 00 eo 1 530 00 940 1 810 00 2 230 00 Ranking data Webintelligence for OLAP User s Guide Ranking data using an Essbase DB2 OLAP or SAP BW server If you drill then add a rank the drilled down members are automatically added to the query They are required to allow the rank operation You can perform the following types of ranks in your report e default rank Top 10 e standard ranks Top 10 Top 5 Bottom 10 Bottom 5 e custom ranks c5 An SAP BW server always ranks the data in the column that is the top level for the dimension This is the default member The server ranks the data of the default member even if the report does not include the default member gt Ranking data using the default rank To rank the Top 10 row values for a column 1 Select the column on which you want to perform a rank 2 On the toolbar click the Rank button The column you selected displays the top 10 row values _ Analyzing Your Data If the
124. p of the dialog box and select Level The list of available levels for the dimension appears Select Members Market AS Gent Market 1 ag Region 4 F8 State 20 3 Either double click the level you want to include or select the appropriate level and click Add 4 To select more than one level repeat step 3 5 Click OK to add the level s to your report The Query Panel displays the name of the level you added The report grid displays the dimension name and values for the selected level s Removing level filters You can remove level filters in a single dimension one at a time or all at once You can also clear all level filters in your report gt Removing level filters To remove single levels of a dimension from your report 1 In the Query Panel select the dimension containing a level you want to remove from your report The Select Members dialog box opens L Creating and Editing Weblntelligence OLAP Reports 2 Webintelligence for OLAP User s Guide 2 Click the list box drop down arrow located near the top of the dialog box and select Level 3 From the lower pane list box either double click the level you want to remove or select the level and click Remove 4 To remove more than one level repeat step 3 5 Click OK to remove the level s from your report The Query Panel no longer displays the name of the level s you removed Report data is no longer filtered for the removed levels The h
125. preface Webilntelligence for OLAP User s Guide Overview Information services and solutions The Business Objects business intelligence solution is supported by thousands of pages of documentation available from the products on the Internet on CD and by extensive online help systems and multimedia Packed with in depth technical information business examples and advice on troubleshooting and best practices this comprehensive documentation set provides concrete solutions to your business problems Business Objects also offers a complete range of support and services to help maximize the return on your business intelligence investment See in the following sections how Business Objects can help you plan for and successfully meet your specific technical support education and consulting requirements L Maximizing Your Information Resources Webintelligence for OLAP User s Guide Information resources Whatever your Business Objects profile we can help you quickly access the documentation and other information you need Where do start Below are a few suggested starting points there is a summary of useful web addresses on page 12 gt Documentation Roadmap The Documentation Roadmap references all Business Objects guides and multimedia and lets you see at a glance what information is available from where and in what format View or download the Business Objects Documentation Roadmap at www businessobjects co
126. r describes the fundamentals of working with WebIntelligence OLAP reports There is information and examples to help you build on and modify the report using the default settings or by maximizing the options depending on your OLAP provider Topics covered are e The WebIntelligence OLAP environment e Opening an existing report e Opening reports with prompts e Creating new reports e Selecting report data e Member filtering e Level filtering e Dynamic Time Series e Viewing reports with Page Axis e Changing the report view e Getting information about your report e Saving and sharing your report e Printing your report It begins by showing you how to open an existing OLAP report then how to create a new report from your OLAP data sources L Creating and Editing Weblntelligence OLAP Reports WeblIntelligence for OLAP User s Guide The WebIntelligence OLAP environment With Webilntelligence for OLAP data sources you can create reports or open existing Weblntelligence OLAP reports to analyze data in any number of ways Reports are dynamically linked to the data source and can be modified by using features such as drilling swapping axes sorting ranking and value filtering Optimizing the workspace gt Toolbar The Webintelligence for OLAP data sources toolbar provides the following options Report Information Create Printable Version Member calculations View Swap Axes Top 10 Layout B 2 mIRE ve yr Abe fe
127. r in the query members list is used the default member is used L Formatting Your Report WebIntelligence for OLAP User s Guide Executing an exception Once you have defined an exception you can execute the report to take into consideration the exception You can also Change or Remove any exceptions To execute the exceptions 1 Click the check boxes next to the exception captions in the Exceptions Defined box that you want to execute 2 Click OK The report generates with the exceptions you selected To edit the exceptions that appear on the Exceptions Defined list see Editing exceptions on page 174 Opening reports with exceptions alerters When you open and refresh a Webintelligence for OLAP report the exception highlighting feature evaluates each value for each visible measure in the grid and applies the formatting characteristics defined in the exception Non visible exceptions are also evaluated but do not require formatting since they do not appear on the grid FORMAT Exceptions x Measure Store Cost bA Value Between 740 932 AND 1980 8209 Preview Foreground Paga Bac kgrou nd xj Exceptions Defined enabled exception highlighted exception apa mg that is being changed OK Cancel ear disabled exception gt Enabling exceptions By default the exceptions that have been added to the report are enabled If the check box is not enabled shown by the X yo
128. r report The InfoView toolbar at the top of the browser window lets you download save publish or send your OLAP report These are standard InfoView features See the Info View User s Guide for more information When you download an OLAP report be sure to save it as a Microsoft Excel Comma Separated Values File type using the csv extension Saving and sharing your report WeblIntelligence for OLAP User s Guide Printing your report You can print a streamlined version of your report The printed version displays e the report without the Query Panel e report grids in black and white e charts in color optional Printing a Webintelligence OLAP report There are two ways to print a version of your report e two click printing e using the Print dialog box gt Two click printing To print a report in two clicks E amp 1 On the toolbar with your report open click the Create Printable Version button A separate browser window opens displaying the print ready report File Edit View Favorites Tools Help E http 10 6 143 59 wi olap oawPage asp Microsoft Internet Explorer erak gt gt O A A Qsearch GyFavortes Meda 4 D 3 a a Product by Market Grouped by Year Address ja http 10 6 143 59 wifolapjoawPage asp o Links bed Product by Market grouped by Year L Creating and Editing Weblntelligence OLAP Reports 100 200 300 4
129. r report may contain prompts Before you can view the report you need to select from the criteria in the prompts Opening reports with SAP BW prompts SAP BW cube administrators can create variables for certain reports Webintelligence prompts you to define these variables when you open the report For example you may have to choose one or several members from the Time dimension When WeblIntelligence displays the report you see data for only these members Administrators create variables to decrease the time it takes for WebIntelligence to return data Webintelligence retrieves only the data that you want to see thereby avoiding the need to filter the data at later time You camnot create variables in a report Only SAP BW cube administrators can create variables See your administrator for more information Administrators can prompt you to define mandatory and optional variables You must define mandatory variables for WebIntelligence to open the report You do not have to define optional variables to open a report however defining the optional variables help limit the time it takes for WebIntelligence to return data L Creating and Editing Weblntelligence OLAP Reports WebIntelligence for OLAP User s Guide gt Defining variables in SAP BW prompts To define variables when Webilntelligence prompts you 1 Open a Weblntelligence OLAP document The Prompt dialog box appears displaying the dimensions in which you must selec
130. re ibm com icu4j All other company product or brand names mentioned herein may be the trademarks of their respective owners This software and documentation is commercial computer software under Federal Acquisition regulations and is provided only under the Restricted Rights of the Federal Acquisition Regulations applicable to commercial computer software provided at private expense The use duplication or disclosure by the U S Government is subject to restrictions set forth in subdivision c 1 ii of the Rights in Technical Data and Computer Software clause at 252 227 7013 U S Patent Numbers 5 555 403 6 247 008 and 6 578 027 371 10 610 01 Weblntelligence for OLAP User s Guide Contents Preface Chapter 1 Chapter 2 Examples Maximizing Your Information Resources Information resources cece eee eee eee eee SENIGOS pam Aa eters ee a es teres Baa a tas ed ona ee ore eee at ce tees Useful addresses at a glance 000 cece eee eee eee About this guide 2 eee Getting Familiar with OLAP Basic OLAP concepts 020 ccc e eee ee eee eee eee Creating and Editing Weblntelligence OLAP Reports The WeblIntelligence OLAP environment aaaea Opening an existing report 000 e eee eee eee Opening reports with prompts cece eee eee eee Creating new reports 0c cece eee eee Selecting report data 0 0000 c eee Using member search
131. resulting report showing All customers without the members gt Using Reset Report When you select Reset Report either by clicking the eraser button or from the Modify Query Menu both the rows and column dimensions reset to their highest aggregated level and all custom edits member selections drills filters and sorts are removed Customer ABO 35 336 441 55 Channel Reset Report option results L Analyzing Your Data WebIntelligence for OLAP User s Guide Using multiple hierarchies and alternate hierarchies Multiple hierachies provide different paths for navigating through a dimension For example you can have multiple hierarchies on the time dimension One hierarchy may display quarter then month and another hierarchy may display year then week Both of these hierarchies originate from the same time dimension Microsoft SQL Server Analysis Services and SAP BW support dimensions with multiple hierarchies BusinessObjects and BusinessQuery allow you to split dimensions with multiple hierarchies into separate dimensions Weblntelligence for OLAP harnesses this by allowing you to use these dimensions in your queries For more information on the types of hierarchies see Types of hierarchy on page 21 gt Why multiple hierarchies are useful A dimension with a multiple hierarchy provides alternate views of the same data from a cube For example a multiple hierarchy could also exist for the time dimensi
132. rmation is displayed in the left panel The Report Information provides a detailed description of the report and Query Panel contents gt The report description The report description is generated automatically when you create a report The general format of the description is shown below and always contains measure column by row filtered by member L Creating and Editing Weblntelligence OLAP Reports WeblIntelligence for OLAP User s Guide EXAMPLE Simple report description In this example 6 721 00 5 929 00 5 005 00 7 030 00 6 769 00 5 436 00 7 005 00 5 698 00 5 698 00 7 198 00 6 403 00 5 162 00 Report Information Report Title OLAP Report Connection Settings Edit Server Name IBM 2K Database Sample Cube Basic Product is on the column axis Column Axis contains Product Member filtering on Year is on the row axis Member filtering on Filter Axis contains Market Measures Scenario Caffeinated Ounces Pkg Type Population Intro Date Attribute Calculations Profit is the measure Description Product by Year o All the data is filtered by market type East About Webintelligence for OLAP Data Sources Getting information about your report WeblIntelligence for OLAP User s Guide If you create a more complex report a more complex report description is also created If a report contains multiple columns and rows the
133. rop down list under Measure if you want to change the measure on which you want to base your exception Once you change any element of the exception the Remove button is disabled and the Change button is enabled 4 5 L Formatting Your Report Select a new operator from the drop down list under Value if you want to change the expression Select the foreground and background colors from the drop down color box if you want to change the format When you have completed editing your exceptions click Change to save the changes to the exception definition WebIntelligence for OLAP User s Guide gt Removing exceptions To remove an exception in your current report you first need to display the Format Exceptions dialog box 1 If itis not already displayed click Exceptions from the Format menu The Format Exceptions dialog box displays The list of current exceptions displays in the Exceptions Defined list box FORMAT Exceptions x measure Value Between T 740 932 AND 1980 8209 Preview Foreground BEEG Background xj Exceptions Defined enabled exception highlighted exception that you can change or remove disabled exception 2 Click to highlight the exception you want to remove 3 Click Remove to remove the exception from your report The exception definition is removed from the list Exception evaluation order The order in which exceptions are evaluated
134. rst letters of the first group and the first letters of the last group You can browse more quickly to the members you are searching and display the results more quickly For example a dimension with 100 000 members is divided into 50 items that creates Webilntelligence for OLAP User s Guide 2000 members per group Additional sub groups are created until the number of members per group is less than the number of items at a time So the 2000 members per group are divided again into sub groups of 50 or less Select Members Customer10K Cube Members Members x E All Customer10K A EC Agn Large members are grouped A to improve display speed and OC Albertine T caching Albertine Taeth Albetana Shave rf Member Add For more information on how to manage these groups see Member filtering on page 48 Using member search _ Webintelligence for OLAP User s Guide Member filtering Members are values of a dimension When you select members from a particular dimension you are in effect filtering your report to return only the data that pertains to the members selected You can filter dimensions displayed in the report You can also filter dimensions without displaying the filtered dimension in the report The report values are still filtered For example if you select only certain members such as Paris New York and London and move the dimension to a row you will only see these specific mem
135. s From the Sort menu select Clear Your column data displays without a sort WebIntelligence for OLAP User s Guide Sorting on an Analysis Services server If you are using an Analysis Services server you can sort e by the database default no sorting e by value for a column in the report e alphabetically by member label You can sort by value for a column either by number or by percentage Member labels are the names displayed for members in a report If the report contains more than one dimension on the row axis sorting by member label always sorts on the innermost dimension gt Adding a numeric sort To add an ascending or descending numeric sort to column values in your report 1 Select the column you want to sort You must select a column even if the report contains only one column 2 On the toolbar click the Sort drop down arrow The Sort menu appears ay Ascending Descending Clear Custom 3 From the Sort menu select Ascending or Descending Your column displays sorted data Sorting Webintelligence for OLAP User s Guide gt Sorting rows by member labels To sort a row by a member label 1 2 gt 1 L Formatting Your Report Select a column in the report You must select a column even if the report contains only one column On the toolbar click the Sort drop down arrow The Sort menu appears From the Sort menu select Custom The Sort dialog box appears
136. s defined 17 example of 18 filtering 55 57 M MDRMSAP see SAP BW MDX setting precedence 135 measure formatting options 149 L Index measures adding in Analysis Services and SAP BW 41 adding in Essbase DB2 OLAP 41 as currency symbols 153 as percentages 154 decimal display in 155 defined 18 formatting 147 153 number grouping 155 member filtering 48 53 member filters adding 50 removing 53 Member Select searching 43 members defined 18 example of 18 moving dimensions 144 MSOLAP see Analysis Services multimedia quick tours 10 multi series charts 77 N naming reports 64 nested dimensions 20 157 nested ranks 104 nesting dimensions 40 O OLAP server differences 189 196 OLAP databases defined 17 optimization of 17 Online Customer Support 11 opening reports in InfoView 28 optimization of relational and OLAP databases 17 P page axis 190 DRAFT parent data in charts 81 percentage measure formatting 149 percentage conversion custom formatting 149 precedence setting 135 printing charts 87 report grids 70 71 reports 70 71 prompts opening reports in SAP BW 30 33 publishing reports 69 Q Query Panel hiding 63 in Analysis Services 26 in Essbase DB2 OLAP and SAP BW 26 R ragged hierarchies defined 21 example of 21 ranking data 104 112 after a drill action 112 114 in Analysis Services 108 111 in Essbase DB2 OLAP and SAP BW 106 108 nested 104 removing in Analysis Services 112 rem
137. s of hierarchies found in a cube see Types of hierarchy on page 21 Unlike adding a member filter a level filter automatically appears in the report grid For example if you filter a dimension by a specific member the report data changes to reflect that filter but the member does not appear in the report grid If you add a level filter however the dimension in which you added the filter automatically appears in the report grid To omit members from the level you must specify the particular members you want to include If you are using an SAP BW server you see only two levels The top level is All The second level contains every member This is the default hierarchy You cannot select members from any other hierarchy unless your administrator has created a hierarchy variable or hierarchy node variable All the members of every level of the alternate hierarchies appear together on the second level of the default hierarchy See your administrator for more information Adding level filters Adding a level filter to a dimension in your report filters the report data by that level gt Adding level filters To filter report data for a level of a dimension 1 In the Query Panel select the dimension containing the level for which you would like to filter report data The Select Members dialog box opens Level filtering Webintelligence for OLAP User s Guide 2 Click the list box drop down arrow located near the to
138. several options for displaying report data in the report grid area You can display report data as a e grid e chart e grid and chart The grid only report display is the default display You can transform grid data into chart form or display the same data in both grid and chart form on your screen by selecting options on the Layout menu For more information see Working with Charts on page 73 Selecting dimensions Dimensions organize your data based on specific business criteria For example the Product dimension typically includes information on product categories product lines brand names and so on You can add dimensions from the Query Panel to modify a default or existing report When you drag and drop a dimension on a row in the report the dimension is added to the right of where you dropped it If dropped on a column the dimension is added below where you dropped it gt Adding dimensions To add a dimension to your report either e drag a dimension onto a caption in the report Drag and drop a dimension onto a dimension caption CO GF ve Year OLAP Report E Children of Year son Cu _ caption FA Pah arko ildren of Product EEE 7 042 00 6 721 00 5 929 00 5 005 00 7 017 00 dimension 9 market ERA 7 872 00 7030 00 5 769 00 5 436 00 7 336 00 o Scenaro EERE 51 1 00 7 008 00 6 598 00 5 698 00 7 532 00 au EEJ 7 037 00 7 198 00 6 403 00 5 162 00
139. sion on the column and remove it from the column then the measure for your report is moved to the column On an Analysis Services or SAP BW server you may move the last dimension from the column On an Essbase DB2 OLAP server this is not allowed L Formatting Your Report Webilntelligence for OLAP User s Guide Formatting measures You can customize the default measure formatting that appears in your report Some data providers do not provide the formatting you require to display your data in a meaningful way Webintelligence for OLAP allows you to format the numeric data or measures Using any of the three OLAP servers you can modify your measures to e include a currency symbol e display a currency symbol other than the default symbol e display as a percentage e display different numbers of decimal places e display long numbers without a thousands separator symbol You cannot format all the measures in a report at once You must specify each one you want to format Formatting choices do not include e Fonts e Size e Specific character formats such as bold or italic If no formatting is specified the default formatting is used The Webintelligence for OLAP server administrator sets up the default format setting This servers Allows formatting MDX data provider Microsoft SQL Contains a database format option Server Analysis Services SAP e You can select this option Essbase DB2 OLAP data providers
140. sonnel expenses includes the average salary paid for each type of job The highest level contains company wide information the lowest level contains data for each department in each location In this case the value for the entire company is not the sum of the values for the lower levels The averages must be re calculated for each level gt Axes OLAP reports all contain a row axis a column axis and a filter axis The dimensions on the row axis appear on the rows in the report The dimensions on the column axis appear on the columns in the report The filter axis does not appear on the report but the dimensions on the filter axis can affect the contents of the report For example you can add a member to a dimension in the Query Panel without moving that dimension to the report grid Even though that added dimension does not appear on the report grid your report data changes to reflect the filter on that member By definition all dimensions that are not on the row axis or the column axis are on the filter axis Dimensions can be nested on either the rows or columns A nested dimension is one that is grouped with another dimension on a row or column L Getting Familiar with OLAP WebIntelligence for OLAP User s Guide Types of hierarchy All the levels of a dimension are referred to as a hierarchy A hierarchy can be either balanced ragged or unbalanced In a balanced hierarchy all the members at the lowest level are on
141. stomized embedding technology and more For more information contact your local sales office or contact us at www businessobjects com services consulting htm Looking for training options From traditional classroom learning to targeted e learning seminars we can offer a training package to suit your learning needs and preferred learning style Find more information on the Business Objects Education website www businessobjects com services education htm Services WeblIntelligence for OLAP User s Guide Useful addresses at a glance Address Content Business Objects Documentation www businessobjects com services documentation htm Overview of Business Objects documentation Links to Online Customer Support Documentation Supply Store Documentation Roadmap Tips amp Tricks Documentation mailbox Business Objects Documentation mailbox documentation businessobjects com Feedback or questions about documentation Product documentation www businessobjects com services support htm The latest Business Objects product documentation to download or view online Business Objects product information www businessobjects com Information about the full range of Business Objects products Developer Suite Online www techsupport businessobjects com Available to customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support OCS website Provides
142. t Webilntelligence for OLAP User s Guide gt Undoing a selection while pressing the Control key The table below describes what occurs depending on the type of selection and how to undo your selection If your selection is on on a single element Then press the Control key and click the selected element Result element becomes the anchor and the focus but is unselected multiple elements fragmented contiguous or heterogeneous click a selected element while pressing the Control key only that selected element is unselected Anchor and focus changes to that element multiple elements click outside or on a non selectable element your multiple selections are lost Making multiple selections WeblIntelligence for OLAP User s Guide L Formatting Your Report Differences Among OLAP lt Servers 188 Webintelligence for OLAP User s Guide Overview This section contains information about differences among the three OLAP servers supported by Webintelligence The information is presented here for users to know more about these servers L Differences Among OLAP Servers WebIntelligence for OLAP User s Guide Server models Weblntelligence attempts to provide a uniform interface across each of the OLAP servers to which you can connect However because of differences in the way that each of the vendors has implemented their servers some differences i
143. t data to the specific data you want to analyze Filtering values on an Essbase DB2 OLAP server A value filter lets you restrict the data displayed in the report to only certain values For example you can show only those stores with sales of more than 300 000 for the month You apply a value filter to the innermost row dimension of a particular column The value filter is applied to the rows that you originally placed in the report If you have previously drilled in the report creating a value filter removes your drilling If you move the dimension for which you are filtering values the filter is removed You can apply the following types of value filters to your report e Default value filter gt selected cell e Standard value filters gt or gt or lt or lt selected cell e Custom value filter If you apply a value filter for which no column values exist WebIntelligence displays the following message B elme V wr HES O OLAP Report No data was returned Click here to go BACK Only one value filter is allowed If you create a second value filter it overwrites the first one L Analyzing Your Data WebIntelligence for OLAP User s Guide gt Applying the default value filter The default value filter for a column displays all values greater than the selected cell To apply the default value filter to a column in your report 1 Select the cell in the column to which you want to apply a va
144. t members Mandatory prompts are preceded by an asterisk Please enter in the following predefined prompts 7 denotes required fields Material Undefined Material Division sUndetined Division 2 To the right of the dimension for which you need to select a member click the hyperlink lt undefined gt Do this for each mandatory prompt and any optional prompts you want to define Opening reports with prompts WeblIntelligence for OLAP User s Guide The Select Members dialog box appears Select Members Division xi Members Available Members E All Division 4 0 Internal 7 High Tech 8 Service 3 Select the member s you want If WebIntelligence prompts you Select for a single member the member or level you want and click Add for multiple members one or more members or levels and click Add for a range of members select the member from the level you want to start the range and click Add Then select the member from the level you want to end the range and click Add L Creating and Editing Weblntelligence OLAP Reports WebIntelligence for OLAP User s Guide The member s you select appear in the lower pane 4 Click OK Webilntelligence displays a report grid with the data for the members you selected Changing SAP BW variables After WebIntelligence has opened a report for which you have defined variables y
145. t of data displayed in the chart making it more difficult to read and interpret This is especially true of pie and line charts Refining chart data Webilntelligence for OLAP User s Guide There are however instances where you may want to include parent data For example the following chart is useful for interpreting overall short term trends for product sales Product 200 10 200 20 200 30 Product sub category E 200 40 Otr1 otra Otr3 Qtr2 To get a more detailed view of product sales for this time period you can add parent data to the chart display Product 100 200 10 200 20 200 30 200 40 E1200 300 400 Otr1 Qtr4 Qtr3 Qtr2 El Diet Product category E E E L Working with Charts WebIntelligence for OLAP User s Guide gt Including parent data To include parent data in your chart display 1 On the toolbar click the Layout drop down arrow 2 From the drop down menu select Chart Options The Chart Format dialog box appears 3 Clear the Hide Parents check box to unselect this option 4 Click OK Your chart displays data for both parent s and child ren Displaying charts in two dimensions By default charts are three dimensional You may want to change from a three dimensional to a flat or two dimensional display of chart data gt Changing chart display to two dimensions To change the defau
146. tem Your report no longer displays the children of the item on which you drilled up If the report contains any parents of the item a minus sign still appears to the left of the item The Drilled Dimension icon appears in the Query Panel until you drill up to the highest level Drilling on tables Webintelligence for OLAP User s Guide Removing drilling 2 L Analyzing Your Data You may want to remove all the changes made to your report through drilling You can return directly to the highest level of aggregated data for your report in a single click gt Removing your drill actions To reset your report to display the highest level of data e Click the Clear Query button on the toolbar Your report data displays data at its most aggregated level The Clear Query button removes all drilling This button also removes all filters all ranking and all sorting You cannot remove any one of these elements without removing all of them WebIntelligence for OLAP User s Guide Performing multiple operations You can perform multiple operations on a report You must respect a specific order however when you want to perform more than one operation The order is 1 Value Filter 2 Rank 3 Sort When you perform all three operations the results merge together logically when you follow the order above EXAMPLE Executing three operations to obtain logical results You decide to analyze your data to highlight the top f
147. the Select Members dialog box Your Query Panel displays the member s you added under the dimension title gt Adding a member filter with data from the same hierarchy To add a member and include data for one or more members from the same hierarchy 1 In the Query Panel click the dimension containing the member for which you want to filter data in your report The Select Members dialog box opens By default the dialog box displays the Members option in the drop down list Any member filters already included in the report appear in the lower pane 2 Single click the member you want to add 3 From the drop down list box located above the lower pane select the additional member you want to include in the report Select Members Market xi Members z EF Market 4 East 5 West 5 South 4 Central 6 Member filtering Webintelligence for OLAP User s Guide 4 Click Add To include more than one additional member from the same hierarchy or to include more than one member as well as members from its hierarchy repeat step 3 5 Click OK to add the member s to your report and close the Select Members dialog box Your Query Panel displays the member s you added under the dimension title Member filters do not automatically appear in the report grid To have it appear in the grid you must drag the member s dimension from the Query Panel and drop it in the report grid For more informa
148. the same level In a ragged hierarchy the members at the lowest level are on different levels And in an unbalanced hierarchy each branch of the hierarchy can have a different depth number of members The unbalanced structure differs from a ragged hierarchy which just has missing members for a level as shown in the last two diagrams Dimensions can optionally have more than one hierarchy of levels and members per dimension This is the case for example for Microsoft SQL Server Analysis Services Balanced hierarchy Level Region Europe a ee Country Germany France State province Bremen Bavaria Hamburg Provence Alsace Brittany l All members at the lowest level are at the same level Ragged hierarchy Level Region Europe peun a a Country Germany Liechtenstein State province Bremen Bavaria Hamburg Members at the lowest level are on different levels Basic OLAP concepts Webintelligence for OLAP User s Guide Level Gen 1 Accounts Gen 2 Accounts Gen 3 Accounts Gen 4 Accounts Unbalanced hierarchy Accounts Profit Profit Yo Margin Yo Margin Total Expenses Sales Cost of Marketing Payroll Misc Goods Members at the lowest level are on different levels Hierarchy branches have different depths L Getting Familiar with OLAP Creating and Editing 4 WebIntelligence OLAP Reports Webilntelligence for OLAP User s Guide Overview This chapte
149. tion then the value filters and sorts change to remain valid against the same column or tuple In effect you can achieve the same results by changing the members in the Select Members dialog box gt Using Keep Only If you want to keep your selected members in your report use the Keep Only option Here s how 1 Select your server and cube to open your Webilntelligence for OLAP report 2 Edit your report to present the data you need 3 Select only the members you want to display by clicking the member name and holding the Control key then clicking another Removing or keeping some query elements Webintelligence for OLAP User s Guide The options apply on a dimension basis Therefore if you have more than one dimension on your report and select an individual member from one of the dimensions all the instances of the selected member within the report are affected 4 Click the Modify Query Menu drop down arrow and select Keep Only Your report refreshes to display only the members you selected With Microsoft SQL Server Analysis Services and SAP servers if you perform a Keep Only operation on a calculated member and do not select one or both other members on which the calculated member is based the calculated member remains in the report With Essbase servers if you perform a Keep Only operation on a calculated member the top level member is added back to the report and the calculated members are removed be
150. tion see Selecting dimensions on page 39 L Creating and Editing Weblntelligence OLAP Reports WebIntelligence for OLAP User s Guide Removing member filters 2 You can remove a single member filter or all member filters from a dimension gt Removing a single member filter from a dimension To remove member filters for a dimension from your report 1 In the Query Panel select the dimension containing the member filter you want to remove from your report The Select Members dialog box opens 2 Inthe list box in the lower pane either select the member you want to remove and click Remove or double click the member you want to remove 3 To remove more than one member repeat step 2 4 Click OK to remove the member s from your report The Query Panel no longer displays the name s of the member s you removed gt Removing all member filters from a dimension To remove all member filters for a dimension from your report 1 Inthe Query Panel select the dimension with the member filters you want to remove The Select Members dialog box opens 2 Click Remove All to delete all member filters for the dimension from the report The Query Panel no longer displays the name of the members you removed Report data is no longer filtered for the removed members gt Clearing all member filters from the report To clear all member filters for all dimensions from your report you can either e Remove member filters
151. ts that you see in your grid Any actions you perform on the grid such as drilling value filtering or zero suppression are instantly visible in the chart as well The chart is displayed below the grid By default only lowest level members are displayed in the chart Members from different levels are not charted together gt Displaying data in grid and chart form To display report data in both chart and grid formats 1 On the toolbar click the Layout drop down arrow 2 From the drop down menu select Grid and Chart Your report data displays in both grid and chart form Working with multiple reports You may want to work with more than one report at a time For example you may want to make a copy of a report in order to simultaneously analyze the same data in different ways You may also want to drill or filter values on one chart while simultaneously seeing your data in its original form gt Displaying two reports To display two reports on your screen 1 Create or open a single report 2 From the browser menu bar select File then New then Window Two duplicate reports appear on your screen 3 From the Windows task bar select Tile Windows Horizontally Two reports appear on your screen one in the top half the other in the bottom half When you display two reports using a split screen the report data is not synchronized WebIntelligence for OLAP User s Guide Chart types There are two chart types in a Webl
152. u can enable it by clicking the check box next to the caption for the exception definition Building in report exceptions _ Webintelligence for OLAP User s Guide gt Disabling exceptions To disable the exceptions in your report 1 gt Click Exceptions from the Format menu The Format Exceptions dialog box displays Click the check boxes next to the exception caption under Exceptions Defined list box that you want to disable The check box is empty Editing exceptions You can build several exceptions into your report even if the measure is not shown in the report All the exceptions are listed in the Exceptions Defined list box When you create a new exception you click Add to add it to the Exceptions Defined list box You may also want to modify an existing exception that is already in the Exceptions Defined list box to accommodate new data or measures To change an exception in your current report you first need to display the Format Exceptions dialog box 1 If it is not already displayed click Exceptions from the Format menu The Format Exceptions dialog box displays The list of current exception captions displays in the Exceptions Defined list box Select the exception you want to change from the Exceptions Defined list The current values for the exception display in the dialog box The button text changes from Add to Change and is disabled The Remove button is enabled Click the d
153. u follow the procedures for selecting cells member and dimension labels Making a single selection To make a single selection 1 Click one element on the report grid The one cell becomes the anchor focus and selection If you select another element the current selection loses its highlighted state and returns to the default display If you hold the Control key you are making a multiple selection Making multiple selections Webilntelligence for OLAP User s Guide Making a fragmented selection You can make fragmented label selections across elements on different axes and across nested dimensions If you mix the type of labels in your selection this is considered a heterogeneous selection To make a fragmented selection and return the element to the default style Customer Canada This element is unselected but maintains Catalog 2 156 264 03 1 Click one element on the report grid 2 Hold the Control key and click another element The selected elements highlight The anchor and the focus are the last elements you click Teepee EEE clicked and E Canaio 0552840 215626403 becomes the PAGI 2 096 022 64 4 073 629 17 3 421 014 00 3 198 888 61 anchor and ES Ho 296 6 004 973 70 10 443954 04 7 863 170 57 focus CREM 4 252 286 68 4 073 629 17 3 421 014 00 ERIE Each time you click another element while pressing the Control key the a
154. uts changing 143 144 location of children 193 page axis 190 Query Panel 26 ranking data 108 111 sorting 159 specifying data sources 34 37 application 191 axis 20 B balanced hierarchies defined 21 example of 21 bar charts clustered bar 79 horizontal bar 78 multi line 79 stacked bar 79 veritcal bar 78 basic OLAP concepts 17 DRAFT WebIntelligence for OLAP User s Guide Business Objects consulting services 11 13 documentation 10 Documentation Supply Store 9 support services 11 training services 11 13 C calculated members keep only exceptions 118 cancelling exceptions 171 changing layouts 143 144 charts changing row display in 80 creating 75 76 drilling on 84 86 formatting 80 line 78 multi series 77 parent data in 81 pie 78 printing 87 single series 77 stacked bar 77 turning to grids 75 two dimensional 83 children defined 18 location of 193 Clear Query button using to remove drilling 94 using to remove ranking 115 clearing exceptions 171 column axis 20 Index Webintelligence for OLAP User s Guide L Index consultants Business Objects 11 creating charts 75 76 value filters in Analysis Services and SAP BW 99 103 value filters in Essbase DB2 OLAP 96 98 cubes 17 currency symbols including in measures 153 customer support 11 D data parent in charts 81 restricting in reports see filtering selecting in reports 38 data ranking 104 112 in Analysis Services 108 111
155. wap the position of all the rows with all the columns in a report Ig e Click the Swap Axes button on the toolbar The original row and column dimensions are interchanged Changing row display in charts Clustered bar charts and multi line charts display data for all the rows in your report Pie line horizontal bar and vertical bar charts display data for only one report row at a time For more information see Single series charts and Multi series charts on page 77 L Working with Charts Weblntelligence for OLAP User s Guide gt Changing row display for charts that display a single row of data To change the display of row data for chart types that display only one row of data at a time 1 Click the Row drop down list box located below your chart Product 100 200 300 400 Diet Chart legend Row list box Row Gtr x 2 Select the row for which you want data to display in your chart Your chart displays data for the row you selected Alternatively you can 1 On the toolbar click the Layout drop down arrow 2 From the drop down menu select Chart Options The Chart Format dialog box appears 3 From the Row list box select the row you want to display in your chart 4 Click OK Your chart displays data for the row you selected Including parent data in chart display By default charts hide parent data Including parent data can greatly increase the total amoun
156. wap the position of two dimensions 1 Move your cursor to either the axis dimension label or to a member of one of the rows or columns you want to swap 2 When the cursor changes from an arrow to a hand drag the selected item to its new axis location 3 When your cursor again changes from an arrow to a hand in the new position drop the selected item The item displays to the right of the dimension over which it was dropped 4 Repeat steps 1 3 to move the second dimension to the original location of the Changing report grid layout Webintelligence for OLAP User s Guide first dimension you moved If you are using an SAP BW or Essbase DB2 OLAP server and you have previously created a member filter moving the filtered dimension off the report does the following it removes the filter if the filter contains more than a single member Moving dimensions You can move a dimension to another position in a report gt Moving dimensions in a row or column To move a dimension to another position 1 Move your cursor to either the header of the row or column or to a member of the row or column you want to move 2 When the cursor changes from an arrow to a hand drag the selected item to where you want to position it 3 When your cursor again changes from an arrow to a hand in the new position drop the selected item The item displays to the right of the dimension over which it was dropped If you select the last dimen
157. x e Update the report with the list of exceptions Building in report exceptions _ WeblIntelligence for OLAP User s Guide Identifying measures You can define exceptions for the displayed measures but can also define exceptions for measure that may be displayed while you build the exception TIP Essbase DB2 OLAP servers allow hierarchical structures in the measure dimension If you define an exception for a measure that is a second generation child and its ancestor is in the report you can drill down to the measure with the exception defined the highlighting that is applied to that exception is also exposed When you open Exception dialog box the measures that display in the drop down list box are based on the following considerations e the grid selection e the axis to which the measure is assigned e the membership of the query members list If there is a selection in the grid the measure dimension is assigned to the c the measure dimension is assigned to the filter axis there are no members selected in the query members list regardless of the axis assignment Then the coordinates of the anchor are considered first before identifying the measure If you have multiple selections the anchor serves to help you audit your actions you use what is displayed in the page member selector This can be the default when there is no query members list membership the first membe
158. y cells 161 single series charts 77 sorting applying keep remove 117 in Analysis Services 159 in Essbase DB2 OLAP and SAP BW 157 158 specifying data sources in Analysis Services 34 37 in Essbase DB2 OLAP 34 37 in SAP BW 34 37 stacked bar chart example 79 support customer 11 swapping dimensions 143 rows and columns 143 T Tips amp Tricks 10 toolbar 25 L Index training on Business Objects products 11 two dimensional charts 83 U using keep only with SQL Server Analysis Services and SAP 118 V value filters applying keep remove 117 creating in Analysis Services and SAP BW 99 103 creating in Essbase DB2 OLAP 96 98 how drilling is affected by 96 removing in Analysis Services and SAP BW 103 removing in Essbase DB2 OLAP 98 variables changing in SAP BW 33 W web customer support 11 getting documentation via 9 useful addresses 12 DRAFT

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