UCD InfoView – Interactive User Manual Interactive User Manual
Contents
1. To remove a row from a table e Select a cell in the row and right click e Select Remove from the menu then select Row To remove acolumn from a table e Select the column and right click Select Remove from the menu then select Column vi Moving amp Swapping Rows amp Columns To reorganise how information is displayed on tables you can move or swap the table rows and columns You can also swap the axes on crosstabs to gain a different perspective on results To move columns in a table e Right click in the table select Format from the menu and then select Table Page 29 of 39 MIS019 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual e The Format Table dialog box appears e Select the Pivot tab see Figure 38 General Appearance Layout Properties Available Objects I ga Available Objects J Concentration J Contact Type q Course School q Course School q Course Status q Course Status Course Title All 7 crn q First Name q Last Name J Major Code q Major Descripti 3 hail hletpe hi 2 More Information You can modify table format properties here Figure 38 Format Table Pivot Tab Select objects in the Available Objects area and click gt gt to add them to the table Select objects in the Column s area and click lt lt to remove them from the tabl2. Quick Guide e XI General Documentation Detailed Instructions These documents are available from the web site below and also within the Documentation Folder within the XI Tool i http www ucd ie msu boxi html Page 5 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual 5 Turning on Interactive Functionality Interactive Functionality should be turned on and available to all users by default To ensure this follow the steps below i Login to Business Objects XI lil Click on the Web Intelligence Document Tab ii Click on the Preferences Icon iv The Web Intelligence Preference Page appears in the header panel on the top right hand side of the screen see Figure 2 v Ensure that the Interactive option is clicked on see Figure 3 below K ES L New amp L Sena MyInfoView Search 1 a Figure 2 Header Panel General Desktop Intelligence Web Intelligence Document Select a view format HTML e interactive Portable Document Format AdobeReader required Figure 3 Interactive Options 6 Interactive Toolbars Most Interactive functions are available to users via a right mouse click or via a standard XI Toolbar To turn on all toolbars open an XI Report and go to View Toolbars and ensure that the Formatting Report and Formula Toolbars are checked on as per Figure 4 below ES Document
3. A Filters You can filter the data displayed in Business Objects reports to focus on the information that interests you for a specific business purpose Filters limit the values displayed on reports tables charts within the document but they don t modify the data that is retrieved from the database they simply hide values at the report level You can easily add quick filters to objects on a report i To Define A Quick Report Filter e Select an object in a table on the current report i Click the Filter button on the Report toolbar u Fiter The Quick Filter dialog box appears see Figure 19 Select the operator you wish to use in the filter from the drop down list Select the values that you wish to use in the filter and click gt gt to add them to the list of filter values To remove a value from the filter select the value in the list of filter values then click lt lt Click OK to close the dialog box and apply the report filter or right click and click Quick Filter on the menu see Figure 18 Page 14 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Program Programme me Code Description Set as section Insert Format Guck Fitter Turn table ta Swap axis Break srt Calculation Remove I Programme Code in List BHACS001 2 More Informetion BHACSO01 Figure 19 Quick Filter Dialog Box ii V
4. Insert 23 Find 2 Undo amp Redo Arial Page mode e Z U g E eee ee eee Drei mode s 2 Break E Catculatior POF mode Gi tk vi A Lett panel User P l Status Bar ER Advanced Dat Toolbars EI Formatting Enter Term Code s EI Report 200600 EI SE Remove All Toolbars Enter Module ID Figure 4 Activating Toolbars Page 6 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Your XI Header Toolbar should now look something like Figure 5 below i Els ES Document View Insert G4 Find lt Undo Redo Zoom 100 H 4 H H F Refresh Data Arial D B z U krd ee A Hmm Leg x Remove Fitter sort cal al Break Calculations M Insert Lo Duplicate A Alerters Si fe YM A Student No Figure 5 XI Header Toolbar E https webygi ucd ie Info iew Microsoft Internet Explorer A summary of the available Interactive Icons is given in Figure 6 Their functionality will be explained in more detail in the following sections Remove an entir ll or table or invok rop down men remove a row or Ka Remove Remove emove an entire cell or table o oke a drop do enu to remove a row o column from a table T Fiter Apply Filter Apply a filter to an object within the existing table Sort E Z I Sort Ascending Sort the data values in ascending or descending ord
5. see Figure 28 e Business Objects adds a footer to the column and places the calculation formula and result in it In the case of the PERCENTAGE calculation Business Objects adds an additional column to the table to hold the results of the calculation Page 24 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual s Calculations m A Sum Count Average Min Ma Percentage Figure 28 Calculations Shortcut Menu To insert a calculation from the menu e _ Select a cell in the column to which you want to add a calculation e Right click select Calculation then select the calculation from the sub menu e The calculations that you have already added are marked in the menu To remove a calculation that you added previously select it again from the menu e See Figure 29 for example of a count inserted on Student Number Frog Code Frogramme Description Student Mo OCACSOO1 Occasional Ats amp Celtic t 061 13966 06112773 OG 121292 06119913 06112684 06120130 06113940 06114253 06113729 06114024 Count 10 Figure 29 Inserting Count on Student Number E Adding Removing and Formatting Data Displayed When you create a new document Business Objects generates a new report with a vertical table and standard formatting This initial table includes all of the data in the query behind the document You can insert more tables onto the sa
6. DC AC EDD CEO Erasmus Ats amp Celtic Studies Figure 35 Turn To Shortcut Menu e The Turn To dialog box appears See Figure 36 below Chart and Table Types Available Formats Ee e lal Bar Es Lk Line Charts m WW Hd Area Charts p Pie Ebene Horizontal Yertical Table Crosstab Form Table lt b Radar Charts More Information Vertical Table Vertical tables display header cells at the top of the table and the L Figure 36 Turn To Dialog Make sure that Tables is selected in the left pane Select the type of table to which you want to change the current table in the Available Formats area on the right Click OK Business Objects changes the table to the type you selected To apply a different table type using drag and drop Make sure that the Document Properties pane is displayed to the left of the selected report To display the Document Properties pane click the Show left pane arrow at the top left of the report Select Chart and Table Types from the drop down list at the top of the Left panel Select the table type to which you want to change the existing table and drag it over the existing table Business Objects changes the table to the type you selected iv Including Tables Headers amp Footers Page 28 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual To show or hide a table header or footer
7. Frog Code Frogramme Description Student Mo OCACSOO1 Occasional Ats amp Celtic St 06112684 OCACSOO1 Occasional Ats amp Celtic St 08112773 OCACSOO1 Occasional Ats amp Celtic St 06113729 OCACSOO1 Occasional Ats amp Celtic St 06113940 OCACSOO1 Occasional Ats amp Celtic St O61 13966 OCACSOO1 Occasional Ats amp Celtic St 06114024 OCACSOO1 Occasional Ats amp Celtic St O61 14253 OCACSOO1 Occasional Ats amp Celtic St 08119913 OCACSOO1 Occasional Ats amp Celtic St O68 120130 OCACSOO1 Occasional Ats amp Celtic St 08121297 BHACSOOF BAMA Liberal Arts iarri BHACSOOF BAMA Liberal Arts UR BHACSOOF BAMA Liberal Arts Ob 420404 BHACSOOF BAMA Liberal Arts OGG 2 12 BHACSOOF BAMA Liberal Arts ent BHACSOOS BA Intemational Spanish 0817378 BHACSOO4 BA Intemational German 06443150 BHACSOOS BA Intemational French iig 394 BHACSOOS BA Intemational French 0605 1693 BHACSOO2 BA Computer Science 06335302 BHACSOO1 Arts 01149539 BHACSOO1 Arts 03386066 BHACSOO1 Arts IERCH BHACSOO1 Arts i4357 DHA G00D1 Ats 4337085 BHACSOO1 Arts 04378296 BHACSOO Arts 05126070 BHACSOO1 Arts 05126134 BHACSOO1 Arts O5 126142 Figure 23 Student Information No Breaks Prog Code FProgramme Description Student No OCACSOO1 Occasional Ats amp Celtic St 06113966 06112773 06121292 06119913 06112684 06120130 06113940 06114253 06113729 O61 14024 i DHA G0D0 BANA Liberal Ats 0A383874 ob420404 OGGS2 162 DD FOSso9 OG STOO 1 5 BHACSOOS BA Intemation
8. XI Interactive User Manual Management Services UCD InfoView Interactive User Manual iii Chart amp Table Types Displays predefined charts tables forms and cells types that can be dragged and dropped for use in current report Chart and Table Types Eh Insert PTh Turn to These elementz are avala bie to drop Into pt repart Report Elements to Drag and Drop Table Elements 2 Horizontal Table S Vertical Table ge Crosstab e Form Chart Elements Bar Charts zk Line Charts HE Area Charts GC Pie Charts D Radar Charts Cells E Formula and Text Cells C Blank Cell Drill Fitters Last Refresh Date C Document Mame Page Number Cells Figure 12 Chart and Table Types Page 11 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual iv Available Objects Displays the objects that are available in the Report Query Some of these objects may be displayed on the report already and some may not For those that are not it is possible to drag and drop them into the report to display them See Figure 13 Available Objects D Remove 2 add Edit aa Available Objects q Concentration Code 1 q Contact Type J Course School Department Code J Course School Department Desc q Course Status Code Course Status Description q Course Title All Terms a crn q First Mame q Last Mame q Major Code q Major Descript
9. and columns of the crosstab vii Modifying Data Included in Tables amp Cells e Once you have created a table or free standing cell you can modify the data in it by adding or removing objects clearing the data that the table or cell contains or deleting the table or cell To add objects to a table e Make sure that the Document Properties pane is displayed to the left of the selected report e To display the Document Properties pane click the Show left pane arrow at the top left of the report Select Available Objects from the drop down list at the top of the Left panel Select the object you want to add and drag it over to the table so that a red bar appears where you want to place the object Release the object Business Objects adds the object to the table See Figure 40 Page 31 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual x EERE 5 ia P SEN a GC Programe Goce a ann Description Major Codi Wajer Dezcetploe DHA Su Get BALI Feet Arte DHA S01 ia EL ai Patvere z Zeie ke BHAC S001 Hits ENSE Erepicch Single Mann BHAC Sm01 Pats Eii Dok 20 Credit Major DHA 2001 Ate HSS History Single Wager BHAC S001 Ata PCSI Ftechekag zgeie Maj DHAC Si Zete PLS Philosophy Single Mar Bea ini te WAIT GPEP iagt Ai Credits BLAS Su BA omg ges behet Coal Computer boet Zeta M n BHAC SODNI BA inerrant e FRUI BA mraming Freteh DHAC SOD DA interac
10. apply sorts to the results displayed in e section cells to organise the order in which sections are displayed on a report e tables to organise the order in which results are displayed in a column or row Tip You can apply multiple sorts to a table or section and then prioritize the sorts so that the information is sorted in the order you require The following sort orders are available Default This is sometimes referred to as the natural order Depending on the type of data in the column or row the results are sorted as follows e ascending numeric order for numeric data e ascending chronological order for date e alphabetical order for alphanumeric data Tip To sort months in chronological order apply the Default sort order Ascending When selected results are arranged in ascending order The smallest value at the top of the column moving to the highest value at the bottom For example 100 200 300 or California Colorado Florida Descending When selected results are arranged in descending order The highest value at the top of the column moving to the smallest value at the bottom For example 300 200 100 or Florida Colorado California Custom When you define a custom sort you choose your own sort order for the data i Applying and Removing Sorts You can apply sorts to data on tables or sections of reports Sorting objects helps you organise results chronologically or allows you to see the highest or lo
11. as section ian L Geet Cnstina o Garcia Cristina Format aura e Dzabetta Quick Fitter Turn table to Frog 3 fee Swap axis Break Remove BHA S Sort Calculation BHAC S Femove Figure 27 Break Shortcut Menu D Calculations i Insert Standard Calculations You can insert predefined calculations into Business Objects reports These predefined calculations allow you to perform standard business calculations on your data The available predefined calculations are outlined below Calculation Description Calculates the sum of the numbers in the column Counts the number of rows within a break Calculates the average of the numbers in the column Min Max Returns the largest number in the column Percentage Displays each row s data as a percentage of the total Business Objects adds an additional row to the table to hold the percentages Returns the smallest number in the column ii Inserting and Removing Calculations You add calculations from the toolbar or from the right click menu to insert predefined calculations into Business Objects reports To insert a calculation from the toolbar e Select the column to which you wish to add the calculation l l Calculations e Click the Calculations button on the toolbar to insert the default calculation SUM e Or e Click the arrow at the right of the calculation button and then select the calculation you want from the list of predefined calculations
12. snapshots as you like of different levels of details in your report Remember you can save a copy of your report complete with drill snapshots to your personal folder Favourites You cannot save a copy in any of the Public Folders Page 39 of 39 MIS019 001 2 BusinessObjects XI Interactive User Manual
13. 113940 061 13966 O61 14024 0114253 06119913 06120130 0121292 Frog Code Student No DESODT 1 0A383874 gogig mlaini 162 DD UODO0 Apply sorts Applies an ascending sort to the values in the break Break page layout properties You can set the following page layout properties for breaks Page Layout Option What Happens When Selected Start on a new page Displays each part of the table crosstab or form created by a break on a new page Avoid page breaks in blocks Where possible keeps each break section on the same page This option is not taken into account when a table is larger than one page Page 23 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Repeats the header at the top of the table on every new page when a table goes over onto a new page Repeat break value on new page Repeats the current value on each new page To set properties for a break With a report open right click the cells in the table break The contextual menu appears see Figure 27 Click Break gt Properties The Break Properties dialog box appears In the Break Display Properties section select the appropriate break display properties you require In the Page Layout section select the appropriate page layout properties Click OK Business Objects applies the properties to the break as you have specified Repeat header on every page OCACS Set
14. 2007 14 01 Registration Progress D Expected BR In Progress DI Complete 2007 UG certificates amp UG diplomas 04 09 2007 14 01 Registration Progress D Expected BR In Progress DI Complete Figure 53 Drilled Down Graph Page 38 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual vi Drill Information Generally when a report is created it will have a Drill Filter cell added to the drillable tabs The contents of this cell will change as you drill up and down on the report tab to display the current drill information See Figures 54 and 55 Expected to Register F BHACS001 Arts 108 BHACSO0 2 BA Computer Science a BHACSO003 BA International French Ty Figure 54 Drill Filters Display 2007 Undergraduate BHACSOO1 Arts Expected to Register Reg CN 15 2 Surm 108 Figure 55 Drill Filters Display vii Saving a View with a Snapshot This feature copies the current state of a drill report tab and displays it as a new report tab in the current document Taking a snapshot of the drill report tab you are working on lets you keep track of the various stages of your analysis while you are displaying data at different levels of detail in drill mode To take snapshots of a drill report tab fet D w Click the Snapshot button on the top right of the Report Toolbar beside the drill button You may take as many
15. 6114024 Ob 114253 O6119913 OG 120730 OG i192 OCACSOO1 Prog Code Student No BHACSOOF 08200 0323874 UE EI OG6S2 162 DBT ORSEo BHA SOOT A footer is added below each group of results or break on the table When you apply a calculation to the results the result is shown in the footer For example this table has a break on Programme so each value for programme has a separate break footer showing the total count of students on that programme Frog Code Student Ho 06112684 06112773 06113729 06113940 06113966 06114024 06 114253 06119913 06 120130 OG 121292 Prog Code Student Ho O63 700 1 03843874 et E AE DGGE 162 DD 0000 Removes all duplicate values from the data in a table when you insert a break For example this table has duplicate values not removed for each break in the properties section so the programme code appears multiple times MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Prog Code Student Ho 061127634 06112773 06113729 06113940 06113966 06114024 O61 14253 06119913 06120130 OG 121292 Prog Code Student No Og STOO 1 OB SS 204 on 420404 OGGS2 162 OB UG Center value across break Active when Remove Duplicates is selected It merges empty cells and centers the values for the object in each break on the table See table below Frog Code Student No 0112684 06112773 06113729 06
16. Maj more q Contact Type Contact Type SSBSECT SSBSECT SCH CODE q Course School Department Code This field identities the department code referenced in the Catalog Recruiting Admissions and Acad Hist Modules and by SOASADMS and SOAADMN Regd value OO00 Dep more q Course School Department Desc The description of Course Department Code e g 0077 Welsh STYDEPT_DESC q Course Status Code This field identifies the course registration status code referenced in the Registration Module Reqd value RE Registered The Course registration code a k a RSTS e more q Course Status Description Description of Rests Code specifies the course registration status associated with the code e g RE Registered ST YRSTS_DESC q Course Title All Terms Title of the course for each max effective term eo Marketing SCACRSE_TITLE F crn The Crn for a Course e g 625 Zoola00s SSBSECT_ CR 7 First Name The person s first name e g Joe SPRIDEM_FIRST_MAME q Last Name The person s last name e g Bloggs SPRIDEM LAST MAME q Major Code This field identities the major code referenced in the Catalog Class Sched Recruit Admissions Gen Student Registr and Acad Hist Modules Reqd value O00 Maj more q Major Description This feld specities the major area of study associated with the major code i e the major a student is studying eg BAgrsc STYMAJR_DESC Figure 11 Data Summary Page 10 of 39 MISO19 001 2 BusinessObjects
17. Management Services UCD InfoView Interactive User Manual Interactive User Manual June 2007 updated Aug 2008 Page 1 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual 1 INTRODUCTION TO BUSINESS OBJECTS ccc cceccceeceeeeeseseeeneseeseeensseeeseenssesesensseanssenssoneess 4 2 OPERATING SYSTEMS AND WEB BROWSERS SUPPORTED ccccsseeesseesseeenseeeeeeees 4 Go WRAT 1 SINFO VIEW 0 eenei ESEE EAE Ern EER 4 4 INTERACTIVE FUNCTIONALITY AVAILABLE ccccccsseeeseeeseeseeeeeseeseneeenseeeneeeenenenseees 5 5 TURNING ON INTERACTIVE FUNCTIONALITY ccccceseeseseeeseseeseenseeeneeeneeeenssensesenesens 6 SEENEN 6 7 INTERACTIVE DOCUMENT INFORMATION cccccceseccsseseseeesseseneeceeeenseenseeenesensenenseoes 7 Be Document PIOD GING eege 7 B COMMON E 8 L Document SUI ALY tipsascirixsancaset tint sane a A E E E A aatvaatla hui E E E 9 E Daa NY beer 10 HL Charl amp Table TY DOS E 11 Eege S AER EAE E REEE EERE E EARE ONE 12 v Document Structures amp EE eieiei dAn 13 vi Navigation Map OPHION E 13 vi Us r Prompt inp cense cass sedaiokes E 14 v e EE 14 8 INTERACTIVE FUNCTIONALITY EXPLAINED 0 ccnsccessenssensesenssensseenssensseonssenssenaeens 14 E UE 14 L To Deine A Quick Report Filer sicciiccscrsicceisniassssissavipeisdeeissassauctiaudecedtsadanerisintseswesadulevivsasbia
18. ODE f Programme Description BA Computer Science Student Count 1 Programme Code BHAC SOD Programme Description BA Intemational French f Student Count 2 Figure 33 Form ii Inserting Tables amp Free Standing Cells When you create a new document and run the query the first time to display the results Business Objects generates a report that includes all of the results in a vertical table You can modify how the table is organised remove or add data change the table type to display the results differently or insert other tables You can also insert free standing cells to display results in a single cell To insert a table e Make sure that the Document Properties pane is displayed to the left of the selected report Page 26 of 39 MIS019 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual To display the Document Properties pane click the Show left pane arrow at the top left of the report Select Chart and Table Types from the drop down list See Figure 34 The Left panel now displays all the types of tables charts and free standing cells that you can add to the report Select the table type that you want to add to the report in the Left panel and drag the table onto the report Right click the table in the report select Insert from the menu then select New column or New row to add rows or columns to the table Select Available Objects from the dro
19. Permanent regional formatting kg Refresh on open IT Use query drill 2 More Information You can optimize how reports appear an your computer screen by selecting Enhanced viewing mode You can request Web Intelligence to Update results on reports each time the Ke Figure 8 Document Properties B Context Panel The Context Panel appears on the left hand side of an open report see Figure 9 below It provides you with information on the queries and data behind the reports It also shows you how the document is structured into reports and sections and lists the filters and prompts that fine tune the results It lists the objects that are used in a report along with objects that you can add to reports to include more data Table and chart types are also available for you to use to format the data into meaningful results You can also select to print out information in each section of the Context Panel if required Document Summary g B Document Summary ag Data Summary Chart and Table Types Available Objects Document Structure and Fiters Navigation Map User Prompt Input Find Figure 9 Context Panel Page 8 of 39 MIS019 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Options available from the Context Panel are outlined below i Document Summary General information available about the current report properties and prompt values that have been enter
20. al Spanish O61 F378 1 BHACSOO4 BA Intemational German Us chat 1 BHACSOO3 BA Intemational French D605 1693 D604 F394 2 BHACSOO2 BA Computer Science 05335302 1 BHACSOO Ats Ob SO2423 08361935 011117 DDD0 1048 DD FG 1542 OGG01199 06330425 06331236 O6GSO4 0 Figure 24 Student Information with Break on Programme Code amp Description Page 19 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual ii How Data is Sorted with Breaks When you insert a break on an object the values for the object are automatically sorted in ascending order If the values are numeric the lowest value appears in the first row of the table and the highest result appears in the last row If the values are alphabetical characters then the values are sorted in alphabetical order from top to bottom You can change this sort order at any time see applying Sorts section iii Inserting Removing amp Prioritising Breaks You can insert one or multiple breaks on a table or crosstab You can prioritize breaks on tables to organize groups of data on tables within other groups For example if you want to group data on a table by Programme and then within each Programme group that data by Major you need to insert a break on the Programme object and on the Major object and then give first priority to the break on Programme To insert or remove a break e Click the ta
21. anual 1 Introduction to Business Objects Business Objects is the standard reporting tool for use with Business Systems in University College Dublin implemented in 1999 It is used to deliver reports based primarily on the systems below e Banner Student Information System e CoreHR HR Payroll System e eFinancials Finance System e CMIS Timetabling amp Room Scheduling System e FRS Funded Research System Business Objects Reports are written by trained reporter writers with a proficient understanding of the data structures of these systems These pre written reports are then refreshed by the Business Objects Readers campus wide The Business Objects application has in the past been accessed through NAL and required an installation on the user s PC With the new version of Business Objects XI users can now easily access the tool through a standard web browser eliminating the need for an installation on their desktop PC 2 Operating Systems and Web Browsers Supported The following operating systems and web browsers are recommended for Business Objects XI Windows 2000 XP Internet Explorer 6 0 SP1 SP2 or Firefox 1 04 Note Adobe Acrobat Reader V6 or above must be installed in order to be able to print from Business Objects XI Certain pieces of Interactive Functionality appear not to work in correctly in the Firefox Browser e g drag and drop tables 3 What is InfoView InfoView is a Portal that acts as a wi
22. ble cell containing the results you want to group together and then click the Break button on the Report toolbar Break Or e Right click the table cell containing the results you want to group together and then on the contextual menu click Break gt Insert See Figure 25 e Business Objects groups the selected data together on the table by inserting a break and inserts a footer at the end of each break Programme Description Major Descriptio UH First Arts AU First Arts UM First Arts BHAA Format AU First Arts Set as section Insert BHA Quick Filter AUT First Arts DA Turn table to SL First Arts DHA Swan axis ALM First Arts BHA Break Insert DHA Sort Properties DHA GEI Calculation 01 Erasmus rts amp Ce OCA Remove 01 Erasmus Arts amp Ce Figure 25 Break Shortcut Menu To prioritise breaks on a table With a report open right click the cells in the table break The contextual menu appears Click Break gt Properties see Figure 26 The Break Properties dialog box appears Each break on the selected table is listed in the pane on the left Select the break you want to move and then click either the Move break up or the Move break down arrow to set the priority of the breaks Click OK e Business Objects reorders the breaks on the table as you have specified Page 20 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoV
23. bles display header cells at the left of the table and the corresponding data in rows By default the header cells display the names of the dimensions details and measures included in the table The body cells display the corresponding values See Figure 31 Programme Code BHAC SOD BHAC SOO Programme Description Ats Ats Major Code BALI ECS ajor Description First Ats Economics Single wtajor Figure 31 Horizontal Table Crosstab Table Crosstabs display values for objects across the top axis columns and on the left axis rows You can include more than two objects in a crosstab You are not restricted to one object for the columns and one object for the rows For example the left axis columns might split the data by Programme Code and Programme Description as in Figure 32 HAC S004 BA Computer Science 1 B International French A DA International German 2 B International Spanish T BAMA Liberal Arts D Figure 32 Crosstab Table Form A form displays each row of data in free form format Forms are useful in your report if you want to display detailed information per Student or Employee For example a form is a useful way of displaying individual student records with information such as the Student Number Name Address and so on Forms are also useful for formatting address labels for envelopes See Figure 33 Programme Code BHAC SODI Programme Description Ats Student Count 394 a Programme Code BHAC S
24. ck on the hyperlink to drill down to the next level See Figure 44 Ar Expectedto Register Registration In Progress Fu BHACS00 BA Computer Science 1 1 7 BHACS006 BA Evening J 43 G BHACS00 BAMA Liberal Aris 1 10 5 125 BHACS009 Music 1 23 EEN Figure 44 Drilled Down A Drill Toolbar has appeared on screen below the existing Toolbars See Figure 45 This shows the current level of detail g Analysis context 2007 Undergraduate k Figure 45 Drill Toolbar If you cannot see the Drill Toolbar you need to turn it on in the View Toolbars menu See Figure 46 ES Document view Insert SAVE 44 Find amp Undo E Page mode BR 7 U E Dratt mode J PDF mode 2 Break E Calculation X Remove ser Prompt Po Advanced Ei Toolbars Phere dre no pra EC Preferences Gwenes In TALS d Remove All Toolbars Figure 46 View Drill Toolbars Page 35 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual You can choose other object values at the same level of detail without having to return to the main table by selecting from the dropdown list on the Drill Toolbar See Figures 47 and 48 T bT i dupta I E a Te Ca d tee TC certificates amp UG diplomas Ted Summary of Registration Progress This tab is useful tor drilling fro underined feids to fee 4 further breakdowwri Figur
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26. e Drag objects in the Column s area to set the order of columns in the table Click OK To move columns in a crosstab e Right click in the crosstab select Format from the menu then select Table e The Format Table dialog box appears e Select the Pivot tab see Figure 39 below e The Pivot tab has sections for the row s column s and body of the crosstab Page 30 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual General Available Objects Ba Available Objects q Concentration q Contact Type 1 Course School q Course School q Course Status Course Status q Course Title All q crn q First Mame J Last Mame q Major Code q Major Descripti SL KA ieledle hlama KE More Information You can modity table format properties here Figure 39 Format Table Pivot Crosstab e Select objects in the Available Objects area click Row s Column s or Body and click gt gt to add the objects to the rows columns or body of the crosstab e Click Row s Column s or Body and click lt lt to remove objects from the rows columns or body of the crosstab e Drag objects in the Row s Column s or Body area to set the object order e Click OK To swap rows or columns on a crosstab e Select the crosstab e Right click and select Swap axis from the menu e Business Objects swaps the rows
27. e 47 Drill Dropdown List di Analysis context 2007 UG certificates amp UG diplomas k 3I 109 Student Registration Progress All Levels Text Summary of Registration Progress This tab is useful for drilling fram summary data down to a particular student Drillable tur underlined fields to see a further breakdown 5 Summary of Registration Activity and Credits Status Drillable Total Student Cohort 270 03009 2007 17 18 2007 UG certificates amp UG diplomas Expected to Register Registration In Progress Full Module CILSC005 Cert Safety amp Health at Work jf Foundations of Business 17 DPLSC001 Dip SHWW 1 32 DPLSC004 Dip SHWW erford J 11 Figure 48 Drilled Across If you click on another hyperlink the Drill Toolbar shows the additional level of data that has been drilled See Figure 49 LL Analysis contest 2007 UG certificates amp UG diplomas GPLSCOO1 Dip SM K 918109 Student Registration Progress All Levels Text Summary of Registration Progress This tab is useful for drilling from summary data down to a particular student Drillable turn on drilling in the top right corner magnifying underlined fields to see a further breakdown 5 Summary of Registration Activity and Credits Status Drillable Total Student Cohort 101 0309 2007 17 18 2007 UG certificates amp UG diplomas DPLSC001 Dip SHWW Expected to Register Registration In Progress Full Module Registrat
28. e Right click inside the table and select Format from the menu then select Table e The Format Table dialog box appears see Figure 37 below Format TT General Appearance LayoutProperties Pivot Name Table 1 Display Y Table headers Table footers T Avoid duplicate row aggregation k Show table when empty Jv Show empty rows 2 More Information You can modify table format properties here Figure 37 Format Table Dialog e Select the General tab on the Format Table dialog box e Check uncheck Table headers to display hide table headers e Check uncheck Table footers to display hide table footers Note If the table is a crosstab you have the option to hide either or both of the vertical left and horizontal top headers In this case the options Left header and Top header appear in place of Table headers V Adding amp Removing Rows amp Columns After you have created a table you can modify it by changing the rows and columns To add a row to a table e Select a row in the table and right click e Select Insert from the menu select New Row then select Above or Below depending on whether you want to insert the row above or below the selected row To add a column to a table e Select a column in the table and right click e Select Insert from the menu select New Column then select Left or Right depending on whether you want to insert the column to the left or right of the selected column
29. ed when the report was last refreshed See Figure 10 Document Summary E Print General Document name SIS101 Student List by Module Creator smulkeen Last modified by testo Description Report lists students registered to the selected module Keywords module Document locale en E Creation date 2 March 2007 16 22 16 Last refresh date 2 June 2007 17 11 01 Document Properties Enhanced viewing mode On Refresh on open On Permanent regional formatting Ott Use query drill Ott Always merge dimensions Ott i Prompts Enter Term Code s 200600 Y Enter Module ID ENG 10010 Y Enter Crn or for all De Y Enter value s for Module Registration Status RE Figure 10 Document Summary Page 9 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual ii Data Summary Displays the Universe used for current report how long it took to last refresh and the number of rows it has returned Also displays each query in the report and the objects and their descriptions that have been used See Figure 11 Data Summary E Print Data source ei i Query 3 Universe Stoodles UE Core Data w1 0 Last execution time os Mb of rows 418 Objects i Query 3 q Concentration Code 1 This field identities the major code referenced in the Catalog Class Sched Recruit Admissions Gen Student Registr and Acad Hist Modules Reqd value 00
30. er To see the sort priorities oa A or Descending right click the table not the cell and select Sort Properties from the pop up menu Break Insert Break Insert a break to an object within the existing table Calculations Calculations Insert a sum count average minimum maximum percentage to a table or crosstab m oe Insert Row or Insert a row or column when you wish to add a new variable or formula to the table Column ET Duplicate Duplicate Duplicate a table when you want to view the same data set in a different style Figure 6 Interactive Icons 7 Interactive Document Information A Document Properties You can view information about the current XI report by choosing Properties from the Document Toolbar This option will allow you see information like the report author report description keywords and last refresh date See Figure 7 and Figure 8 below ES Document View e Insert Close Save as Save tomy computer as F Properties Figure 7 Document Toolbar Page 7 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Name SIS101 Student List by Module Author emulkeen Description Report lists students registe le Keywords module Last refresh date 27 June 2007 16 46 05 Duration of the previous Refresh 10 Locale en JE Version al KEE Previous Version 11 5 0 0 MW Enhanced viewing mode T
31. ial BiTTa GRU BA temoin Geran BHAC SODS BA intemational Spanish ELUI BA kterogoeal Spanish BHAC SUO BAG Literal Ger Lagi Liberal Arte Siagi bip DCAC Sai D cor Ans i Ce a CFO Emrat Got amp Cote mufe To clear table or cell contents e Select the cell or column within a table Display the Formula bar by selecting View from the menu then selecting Toolbars then Formula e Delete the cell formula in the Formula bar e Business Objects removes the data from the cell s viii Removing Tables amp Cells To remove a table e Select the table e Right click and select Remove from the menu then select Table To remove a cell e Select the cell e Right click and select Remove Cell from the menu e Note You can only remove free standing cells You cannot remove single cells from a table Page 32 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual F Drilling Drill mode lets you break down data and view it from different angles and at different levels of detail The structure used for this purpose is known as a hierarchy i Hierarchies A hierarchy is a group of objects that have been placed in a specific order from highest level of detail to lowest Example of hierarchy relating to student reports Term Year Level Description Programme Description Stage Major Description Student No Drilling allows yo
32. iew Interactive User Manual Vertical Breaks E Programme Code Programme Descri ES Break header MM Break footer W Remove duplicates Display Properties T Center value across break I Apply Sort Page Layout Start on anew page D T Avoid page breaks in block Repeat header on every page Repeat break value on new page E More Information You can define how breaks or groups of data on tables are formatted here Figure 26 Break Properties iv Setting Display Properties amp Page Layout for Breaks When you first insert a break on a table certain display options are applied by default You can edit these default settings and apply options for the following e Display properties how the results display on the break e Page layout properties how the breaks display on the report page Break display properties You can set the following display properties for a break Page 21 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Format Option What Happens When Selected Break header Break footer Remove duplicates Page 22 of 39 A header is displayed for each group of results or break on the table For example this table has a break on Programme so each value for programme has a separate break header Prog Code Student No OCACSOO1 oO6112654 Uhr OG 113729 06113940 06113966 0
33. iewing Editing and Deleting Report Filters Viewing the filters applied to reports helps understand the context of the results displayed on the tables charts and sections You can edit or delete filters from reports at any time To view the filters applied to reports e Display the Document Structure and Filters by selecting Left panel from the View menu then selecting Document Structure and Filters from the drop down list at the top of the Left panel e The Document Structure and Filters displays the overview of the filters in the report iii To Edit A Report Filter e Select the table on which the filter is applied in the Left panel and click Edit Filter e The Edit Filter dialog box appears e Ed the filter as required iv To Remove a Report Filter e Display the Document Structure and Filters overview by selecting Left panel from the View menu then selecting Document Structure and Filters from the drop down list at the top of the Left panel e Select the filter you want to remove e Click Remove e You can also remove individual parts of the filter by selecting the object individually then clicking Remove Page 15 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual B Sorts You can organize the information displayed in reports by using sorts so that reports are easy to read and navigate Sorts enable you to order results alphabetically or numerically You can
34. ion F Middle Mame q Mobile Phone Number q Module Type q Mame last first mid init q Permanent Phone Number q Pers E mail Address q Pers E mail Code q Programme Code q Programme Description Figure 13 Available Objects Page 12 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual V Document Structures amp Filters Displays an outline of how the report is structured and displays information on any filters that are used to finetune the results See Figure 14 Document Structure and Fitters gt Remove y Fiter 22 Format EFT S1101 Student List by Module Data Protection 1 Module Classlist Page Header B Page Body C Celt 1 Module Classtist 8 Section Section Term Code C Section Cell Section Term Code E s Section Module ID and Title O Section Cell Module ID and Title E S Vertical Table Black section Gradable Ind Equal ta vg if AND Programme Description In List Occasional Arts amp Celtic St F Page Footer 2 Module Classlist w Email 3 Component Classlist 4 Module Claseslist w CRM 2 Module Classtlist w CRM_Erail 6 Module Classlist w Tel Mo E E E i Figure 14 Document Structures and Filters vi Navigation Map Option Displays hyperlinked bookmarks to the reports and sections in the current report This can be used to navigate to particular sections if required See Fig
35. ion Sum 7 1 52 68 101 Sum 1 32 68 101 Figure 49 Drill Toolbar Display Page 36 of 39 MIS019 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual iv Drilling Up To return to the highest level of data you will have to Drill Up through the hierarchy J Click on the Backup arrow that has appeared in the column header for the objects that have been drilled A yellow label will appear telling you the next level up in the hierarchy See Figure 50 Total Student Cohort 199 0409 2007 09 05 2007 UG certificates amp UG diplomas DPLSCO0 Dip SHWW Expected to Register Registration In Progress P Figure 50 Drilling Up Clicking on the arrow will bring you back up to the next level in the hierarchy See Figure 51 Total Student Cohort 422 O4 09 2007 09 05 ee ee ee ee ee ee ee ee ee ee I 2007 UG certificates amp UG diplomas Expected to Register 4 26 71 14 118 Figure 51 Drilled Up Page 37 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual V Drilling on a Chart Graph You can drill on Charts as well as on tables if this was set up when the report was created See Figures 52 and 53 Drill Down to Level Description D7 14 01 Registration Progress D Expected W inProgress EI Complete Figure 52 Drilling Down Graph 04 09
36. lank e If you choose any other type of cell the cell is populated based on the type of information that the cell displays For example if you choose Last Refresh Date the cell contains the formula LastExecutionDate which populates it with the date the report was last refreshed iii Transforming Tables to Different Table Types There are two ways to change the type of format for a table already displayed on a report e _using Turn To e dragging a different table type onto a table To modify a table using Turn To e Right click inside the table and select Turn table to from the menu See Figure 35 Page 27 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Programme Code Frogramme Description Major Code Major Description BHAC i ARIN Interim Zrts Set as section BHAC BAI First Ats BHAC Insert ECS Economics Single htajor BHAC ENG English Single tytajor Format sl 5 l BHAC ENY English 30 Credit Maior BHAC Quick Filter Hee History Single tvtajor DHA Turn table to PCS1 Psychology Single tytajar BHAC i NA Philosophy Single M ior Swap axis BHAC w T GPEP Stage 1 40 Credits BHAC Break i C552 Computer Science Single Mai BA BHAC Sort FRU BA Intemational French BHAC GRUT BA Intemational German Calculation BHAC ELU 1 BA Intemational Spanish BHAC Remove LAS1 Liberal Arts Single htajor
37. me report or onto new reports within the same document i Available Table Types Business Objects allows you to include four types of tables in your reports Vertical Table Vertical tables display header cells at the top of the table and the corresponding data in columns By default the header cells display the names of the objects included in the table The body cells display the corresponding values See Figure 30 Programme Code Frogramme Description aj ode Major Description BHAC S001 Arts ARIN Inteim Arts BHAC SOO Arts BAL First Arts BHAC SOO Pats EC Economics Single wtajor BHAC SODI Arts EHS English Single htajor BHA S001 Ats ENW English 30 Credit htajor BHAC SODI Pats HG History Single M ior BHAC SOD Arts PCS Psychology Single wtajor BHAC SOD Fats PLS Philosophy Single fytajor BHAC SOO Arts Wal GPEP Stage 1 40 Credits BHAC SOD BA Computer Science CS5 Computer Science Single at BA BHAC S003 BA Intemational French FRU BA Intemational French BHAC S004 BA Intemational German GRLI BA Intemational German BHA S004 BA Intemational Spanish ELN 1 BA Intemational Spanish BHAC Soo BAMA Liberal Arts LAS 1 Liberal Arts Single hAajor OCAC SID Occasional Ats amp Celtic St CFO Erasmus Ats amp Celtic Studies Figure 30 Vertical Table Sample Page 25 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Horizontal Table Horizontal ta
38. nagement e Integrated collaboration with threaded discussions intuitive navigation and support for 3rd party documents e Advanced scheduling and distribution capabilities making it easier to share information with others Discussions CS tere Figure 1 InfoView Home Page 4 Interactive Functionality Available Business Objects XI allows users to view refresh and navigate through available reports In addition to this all users also have the ability to interact or explore data within an existing report This level of interactive analysis can potentially make a reports data more meaningful and flexible to suit a user s own needs These interactive capabilities incorporate a suite of functions outlined below many of which are available via a simple right mouse click e Filtering e Sorting e Breaking e Adding Calculations e Adding Removing and Formatting Data Displayed e Drilling Note You cannot amend and save reports that reside in Public Folders however you can take a copy of existing pre built reports from the Public Folders area and place them in your Favourites folder and make interactive amendments to these copies there This Interactive Manual explains how users can use and apply these interactive functions to their best advantage This manual should be read as a follow on to the two documents below which explain the basic principles of accessing and refreshing reports via XI e XI General Documentation
39. ndow to your Business Objects XI Documents see Figure 1 To access InfoView all you need is a standard Web Browser with no additional software needed on your PC The InfoView Portal allows to you to perform the following tasks e Open and refresh XI documents e Search for reports by title or type e Organise reports and folders in the My Folders Area Print reports e Save reports directly into different formats e g Excel PDF and CSV e Set your own preferences for the look and feel of InfoView Page 4 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Info iew Microsoft Internet Explorer File Edit View Favorites Tools Help Q O x 2 TA A Search 5 Favorites Ol RS a J 3 Address ei https webxi ucd ie businessobjects enterprise1 15 desktoplaunch Infoview logon logon object Google gt settings Links BusinessObjects the one stop shop for information in UCD Welcome Administrator Se al ES DN O New Ze RA Send My Info iew Search title OE gt ectaGx D Sc Home Personalize InfoView now C My Folders e 3 E Public Folders BusinessObjects Go to InfoView Inbox Go to Performance Management BusinessObjects InfoView collects and presents business intelligence information and provides e Complete viewing and interaction for query amp analysis reporting and performance ma
40. nnnnrrrrrnrrtttrtttnntrtnnretrteennnnnnnnnnnn rnrn EErEE Eneee eene 24 Page 2 of 39 MIS019 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual IL iii iv vi Vii viii ii iii iv vi vii Adding Removing and Formatting Data Displayed ccccssseesseseeeeeeeeseeeenneneeneeenaes 25 Avaliable Table TE 25 Inserting Tables amp Free Standing Cells neeem 26 Transforming Tables to Different Table Tvpes nr nnennee 27 Including Tables Headers amp Footers 0 0 2 2 cccceccecc cece cece nneceeneee eee e ean eneeeeeeeee ea aa aaa eeeeeeeeeeaaaaaaaaseeeeseeasaaaaaaaaeeesensssaaaaadeeesesssaaaaaaes 28 Adding amp Removing ROWS amp Coiumns eee eaaaeeesseseseesseeeeeeeeeeeesesesesaesssaaaaaaaaaaaaaaaaasneees 29 Moving amp Swapping Rows amp Columns EE 29 Modifying Data Included in Tables Cell 31 Removing Tables e 32 MII Te BE 33 e wares nsec ewes cnt aga vege ENEE TE tae eis pie EEE EEEE E ENE E EEE AA RAAE 33 PACE RETIN PO TO EE 33 OO DO OWI EE 35 ONO OO spices ets es A eae po ade com Vat a econo Saracen xen Voda ees apne neem vam tensa are cae eee ae 37 Drilling on a Chari Graph csi ssis pecs astersuasdesarasatentnncecdieaiecaiiusa ER EEEREN EELEE NEIPETEAR AREE EES 38 GET elais ie EE 39 Saving a View with a E E 39 Page 3 of 39 MIS019 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User M
41. p down list at the top of the left panel Drag the object that you want to associate with a column to the column in the report table The column is populated with the data from the report object Continue dragging objects to table columns until you have associated objects with all columns To insert a free standing cell e Make sure that the Document Properties pane is displayed to the left of the selected report e To display the Document Properties pane click the Show left pane arrow at the top left of the report e Select Chart and Table Types from the drop down list see Figure 34 below ba Chart and Table Types Ey Insert D Turn to These lements are avaliable to drop into vour rept Report Elements to Drag and Drop Table Elements Horizontal Table ws Vertical Table a Crosstab aa orn i Chart Elements OU Bar Charts ihe Line Charts Ed Area Charts I Pie Charts lt 0 Radar Charts EL Celle _ Formula and Text Cells Blank Cell C Drill Fitters C Last Refresh Date C Document Mame Page Number Cells Figure 34 Chart and Table Types e The Left panel now displays all the types of tables charts and free standing cells that you can add to the report e Open the free standing Cells item in the report template hierarchy to display the types of free standing cell you can add e Drag the type of free standing cell you want to add to the report e f you choose Blank Cell the cell remains b
42. the list Repeat step 2 until the items are sorted in the order you want Click OK Business Objects sorts the items according to the custom sort order you specified Reorder values in the list BA Computer Science DA International French DA International German BA International Spanish BAMA Liberal Arts Domm International Commerce Engineering Law Occasional Arts amp Cettic St Science Social Science Veterinary Medicine P Delete Custom Sort 2 More Information Edit custom sort here Figure 21 Custom Sort Dialog iv To Remove a Custom Sort e Right click the table column row or section cell on which you have applied a custom sort then click Sort gt Custom Sort on the menu The Custom Sort dialog box appears e Click Delete Custom Sort You can also delete a custom sort by using the following procedure e Right click the table column row or section cell on which you have applied a custom sort then click Sort gt Properties on the menu e The Sort Properties dialog box opens showing all the sorts defined on the table e Select the sort you want to delete and click Remove V To View Sorts Defined on Table e Select any cell in the table e Right click and select Sort gt Properties e The Sort Properties dialog box opens and shows the list of sorts defined on the table See Figure 22 Note If your selected Sort Order doesn t seem to be applied you may need to remove existing Sor
43. ts from the current report first This can be done via the Sort Properties dialog box as above Page 17 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual a EE Cl Vertical Sorts List of sorts applied to the table a z Mame aia al 1 Mame last first mid init 2 Info Sort information zone Figure 22 Sort Properties C Breaks L Breaks Explained Breaks enable you to group related information together in tables and divides up data with the same results to make it more readable Example How can I show student information grouped by their relevant programme in a table The table in Figure 23 below shows standard student information with Programme Code and Programme Description with no breaks applied The table in Figure 24 below shows the same data but with a break on Programme Code and Programme Description In this table the student numbers relevant for a particular programme are grouped together and allows us to place a sub total count of the number of students on each programme at the bottom of each group Inserting breaks in tables enables you to e organise how information is presented by grouping related information together e display subtotals for each group of information Page 18 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual
44. u to view data at a high level Term Year in example above then drill down using the hierarchical structure to the lower levels Student No in the example above rather than displaying all levels of data at once in a large report that is difficult to interpret A measure object such as Student Count would be aggregated according to the level of data being displayed ii Activating Drill Mode e Click the Drill button onthe top right of the Standard Tool bar to activate Drill mode Fre The open report tab is now in Drill mode Drillable objects are underlined in tables and graphs and may have a bent arrow beside them See Figures 41 and 42 SE d 10 165 1776 Gent s 128 135 270 em 1774 335 2 759 1347 167 1514 113 283 23 609 SUIT 2 063 12 518 27 459 17 540 Registration Status O Expected BM IinProgress EI Complete Page 33 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual Figure 42 Drillable Graph Page 34 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual iii Drilling Down Drillable objects are now underlined to indicate they have become hyperlinks When you place your cursor over one of these links a yellow message window will appear telling you what the next level down in the hierarchy is See Figure 43 Figure 43 Drilling Dow Cli
45. ure 15 Navigation Map ai 515101 Student List by Module Data Protection E E 1 Module Classlist e 200600 Chis 10010 Critical Readings 2 Module Classlist w Email 3 Component Classlist d Module Classtlist we CRM 5 Module Classlist w CRM_Email D Module Classlist w Tel Mo Figure 15 Navigation Map Page 13 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual vii User Prompt Input Displays information on any prompts that filter the results on the current report you can input different values for the prompts and so retrieve different results See Figure 16 User Prompt Input Enter Term Code s 200600 Enter Mocdule ID ENG 10010 Enter Crn or for all Enter value s for Module Registration Status Figure 16 User Prompt Input viii Find Allows for search options to find a specific character or numeric string on the selected report page See Figure 17 To search for a specific character or numeric string on the whole report choose View Draft and then enter your Find parameters Find Fined Type your text here Find Mest Options T Match whole word IT Match case Direction Up Ge Down Figure 17 Find 8 Interactive Functionality Explained This section explains how you can use the Interactive functionality of XI to analyse information in an existing report at the click of a mouse
46. west results at a glance ii To Apply a Sort to a Table or Section e Click the table column row or section cell you want to sort and then click the Ascending or Descending sort button on the sort B Z Report toolbar e Or e Right click the table column row or section cell you want to sort and then on the contextual menu click Sort gt Descending or Sort gt Ascending See Figure 20 e Business Objects applies the ascending or descending order to the results on the table or section as you specified Full Name Programme Perm Tel Le S 050 4 323 2 Section s 01 6820593 Iria Insert Z 01 2657206 eil GE S 091 7 9656 yN 5 01 2783906 n Ja Luck Filter Z 01 2862337 1 Gt Turn table to 052 303420 ian S 041 985251 A eee s 01 2854015 In Break 01 4640771 Sort None Calculation Wl Ascending Remove z Descending Conor a Custom sort 2 David SEI Remove Sorts azka Marta A Properties Figure 20 Quick Sort Menu Page 16 of 39 MISO19 001 2 BusinessObjects XI Interactive User Manual Management Services UCD InfoView Interactive User Manual iii To Apply a Custom Sort e Right click the table column row or section cell you want to sort and then on the contextual menu click Sort gt Custom Sort See Figure 20 The Custom Sort dialog box appears See Figure 21 Select an item in the list then click the down or up button to the right of the list to move the item up or down in
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