BI Suite user manual
Contents
1. gj Personal Details p Assignment Details p Appraisals p Absence Details p Pay Details gj Retirement Details 3J g Grade Details gj Grade Step Details Initial Grade Step Details g Organisation Details Organisation Code Organisation Id F Query Filters Organisation Name Organisation Type Organisation Type Code Level 5 Unit Code Level 5 Unit Name School Planning Unit Code School Planning Unit Name College Support Group Coc College Support Group Nar F College Ff Data Preview Y School F Level 5 Unit j g Location Details Funding Details gj Snapshot Details gj Service Details i g j Migrant Worker Information Hi UH Refresh E Query 1 4B Last refresh date This document has never been refreshed I The list panel is updated 1009 v Editing the Results of a Query There are two ways to edit the results displayed by a query Editthe query in the conditions panel and rerun it which will change the output data gt Edit the table block which simply changes the information display and retains all the data from the initial query To edit a query after running click on the Data Access tab at the top of the screen and click edit The Query Panel will appear and the objects can be amended When you click on run query again the query will run with the amendments which h2. Today Oracle B Sign In TOPdesk Web Slice Gallery v fa Y E E de v Pagey Safety Tools v e 5 MyEd Student and Staff Portal ou are signed in as Deborah Site Map Sign Out 2 o r C 8 C THE UNIVERSITY of EDINBURGH me uie Light Rain Windy 5 day E x Home Accounts Services Library Help Add Tab Customise lt Timetabling Visitor Registration System Launch Visitor Registration Dashboard Choose Course Timetable Welcome Deborah Browser to browse multiple course me timetables for clash checking Availability outside the university network Choose Web Timetables to My Details access course school building and room timetables i a Timetabling at Edinburgh Office 365 Email Choose Web Room Booking to Event Booking Admin make ad hoc room booking Learn request Create revised and remove events from the Event Booking Timetabling Course Timetable Browser application i Launch Event Booking Admin Room Booking Web Room Booking WRB Authorisation required Catering Library Reporting Analytics Find Students Staff Help The Reporting Analytics Service provides a suite of tools to allow users to report on information available in University systems Business Intelligence Suite BI Suite BI Suite is where you can gain access to Web Intelligence Webi for reporting and BI Explorer for data discovery Start BI Launchpad What data can access BI Suite is open for reporting on dat
3. Type here to filt a Gt HR_ PPIP Management Information 6j Enter values for School Planning Unit Name eame 0 Seded Vita amp Te B Human Resources Planning Unit January 16 2014 10 58 28 AM GMT 00 00 Enter search pattern M POTINS 12a eee EEEEE Migrant Worker Information Q7 Type a text to filter the values Last refresh date This document has never been refreshed 10 gt 3 Multiple Conditions Conditions can also be combined to increase control over the data a document contains To combine conditions add them to your query Bl Suite automatically combines them with an and as shown below Once combined you can determine how the conditions work together by changing the logical operator from and to or which broadens the scope of the query as the data retrieved can meet either the first or the second condition to be valid When using and the data must meet with both conditions If there are three or more conditions in the query they can be bracketed together To bracket conditions click on one of the conditions and drag it on top of the other condition and let it go This will bracket the two conditions together separate from any other conditions that you have in the query To change the operator from and to or and vice versa click on the one which is displayed You can use as many brackets on the page as the conditions allow Welcome Debbie Kilgallon Applicatio
4. The above query will show all staff in the School of Biomedical Sciences with a grade of UE08 or a Job Segment 2 of Academic
5. v Pagey Safetyv Toolky v TA y Welcome Debbie Kilgallon Applications Preferences Help menu v Log off E 2 A a Home Documents Web Intelligence amp Create a Document Select a data sourc No data sourc Create an empty d t z Universe Select a t 4 BE Select a BEx t F3 Analysis Viev Pick an A a dat l ok Cancel Adding and Removing Objects to a Query There are several ways to move objects into and out from the Result Objects box To add an object to a query you can gt Drag and drop an object into the Result Objects box gt Double click on an object the object is added to the end of the query To delete an object from a query gt Drag and drop it back into the Data box gt Select the object and press the Delete key To run the query click on the Run Query button at the top of the screen The amount of data returned can be reduced by setting up restrictions in the Query Filters area See Section 3 Restricting Data The following selection will show all Schools within all Colleges Welcome Debbie Kilgallon Applications v Preferences Help menu v Log off p I amp Home Documents Web Intelligence d Query Panel ox Gi Add Query EET EP ED Cee NC lt Run Query S Close amp Universe outline ru Result Objects X amp at College Support Group Name School Planning Unit Name HR PPIP Management Information E Assignment Funding
6. J Universe outline Q3 Result Objects YX Ml gt M mM si College Support Group Name School Planning Unit Name QQ Type here to filter on t G Of l mM mM MEM amp HR PPIP Management Information 2 Assignment Funding 3 Personal Details p Assignment Details E Appraisals E Absence Details E Pay Details He Retirement Details f Query Filters Y Rl v iE Grade Details To filter the query select predefined filters or objects in the Universe pane and add them here by clicking the arrow or using drag and drop Select Filter to specify the IE Grade Step Details values you want returned to reports or select Prompt to define a message so users can select values of their choice 3 Initial Grade Step Details gt Organisation Details Organisation Code lt Organisation Id Organisation Name Organisation Type Organisation Type Code Level 5 Unit Code j Ff Data Preview lt Refresh School Planning Unit Code 3 School Planning Unit Name College Support Group Code College Support Group Name F College F School F Level 5 Unit E Location Details rj Funding Details amp E Snapshot Details wv E E E H RD RE B E b E po Service Details Typ E Query 1 hd z e The list panel is updated EE Clicking on run query at the top of the page will pull the data you have requested from the universe Welcome Debbie Kilgallon Applications v Preferences
7. January 15 2014 12 49 53 a y j example 1 3 5 11 2 cm Lr Last Modified December 18 2013 3 39 5 Scaling Last modified by dkilgall a W Adjust To 100 i Duration of previous refresh Fit to page s wide page s tall v Document Options Orientation Copies Refresh on open On n A t Portrait Number of copies e Permanent regional Off T ij formatting _ Landscape Use query drill Off Enable query akiai off OK Cancel Hide warning icons in charts pi Merge prompts On BEx Variables Default Style Standard v Data Options vie 4 Report 1 gt a R m o t zh epot 1 Track Changes Off M 4 Page1of1 gt mW B 10096 S 4 m 2minutes ago Exporting Reports to Excel To export a report into Excel you need to click on the arrow next to the Save icon in the toolbar and select Save as and then select where you want to save the document i e My Computer My Desktop etc make sure the Files of Type box shows Excel and click save You then need to go to the location you have saved the document in and open it in excel Please Note If your settings for Web Intelligence are set to HTML rather than Applet there is a slightly different process for exporting documents to excel Applet a i pur Re G a S a B ie daai amp B Track oi T Fiter Bar 1 amp E Outline Reading Design Data Gr O sument 1 Last refresh 15 01 2014 12 56 38 GM
8. Section 3 Report Building Contents Please Note only advanced users can build reports and or amend queries Definitions Objects Classes and Universes Objects Objects are elements in a Universe that correspond to a selection of data in the database Object names are often the same business terms that you use in your everyday activities Examples of object names employee number Full name Salary Funding Objects are used to build queries and to retrieve data for reports A description will appear at the bottom of the screen when each object is selected Classes Classes are logical groups of related objects For example the Organisation class contains College Support Group School Planning Unit and Organisation name objects Universes A universe is a logical group of classes The universes used by Human Resources are HR PPIP Management Information which gives access to employee information and HR eRecruitment Universe Class Clasd Object Object Object Access to a specific Universe can be requested from the HR Systems Team by filling in an Access to HR Data form HR form 85 The Web Panel Queries are built in the Web Panel which consists of 1 Classes and Objects 2 Section and Table 3 Object Description SAP Welcome Debbie Kilgallon Applications Preferences Helpmenuy Logof i Run Query amp Close e HM gt Ej Jk HR_ PPIP Management Information Ej Assignment Fundi
9. in you can use the search function by typing the name of the document or part of the name into the search bar at the top of the page This will show you any reports that match what you have searched for and which folders they are in please note the reports listed below are examples only SAPA Welcome Debbie Kilgallon Applications v Preferences Help menu v Log off age amp Home Documents A View New v Janize e ore Actions Details mi 1 lofi m or My Documents Title Type Description Created By El E WebIntelligence E WebIntelligence Folder dkilgall Age Gender Length of Service Profile Web Intelligence List employees details including age gend dkilgall E inbox Athena Swan Academic Applications eRec Web Intelligence dkilgall Athena Swan Academic Applications vacancy erec Web Intelligence dkilgall ee Personal Categories Athena Swan Academic New Starts daily Web Intelligence dkilgall Athena Swan Leavers for Turnover Web Intelligence dkilgall Heh eH 6 tt T4 HTBN Staff Web Intelligence dkilgall Folders Search v i Total 7 items a Viewing Existing Documents To view an existing document click on the document name The report results will now be shown on the screen or you will be prompted to enter some details for the report to run e g dates Note It is best to click on refresh data to allow any changes in data to be reflected in the report Saving and Clo
10. to select multiple values by using a different operator such as In List To select multiple values select Value s from list If Value s from list is selected a list of options is displayed Several operands can be selected by double clicking each one or pressing the arrow to move them into the Value s selected box See example below The Schools of Chemistry and Divinity are selected J CVA enecrumment pa ooogie g4 MyEG roOday 4 Uracie gi gnin WED once Gallery v UN i Be Y rage osaretyvy OO0l Y WT Welcome Debbie Kilgallon Applications Preferences Help menuv Log off a X Universe outline Type hereto fit here to fil Type here to fit Bt Bt FUR m npe Information jSchool of Clinical Sciences i School of Clinical Sciences and Community Health i Organisation Type Code Level5 Unit Code i Level5 Unit Name School Planning Unit Code s pene 2014 10 58 28 AM GMT 00 00 mz Refresh Enter search pattern M e Report 1 g Track Changes Off 4 4 Pagetofi gt E E 100 The list panel is updated amp 1005 2 Prompted condition Choose Prompt instead of Value s from list When the query is run the user must select from the list of values see below VEGA aCe IU uw eae ug a LPWTUE a Welcome Debbie Kilgallon Applications v Preferences Helpmenuy Log off re lt o J Universe outline n
11. 2014 Umor CemwTads ooon uw Sca O 03822014 uw ASPpay E UE CGeesgCewa 0502014 UE CeewgCewa roan UE CeewgCewa QMOI20i4 UE CeasgCewa ooreo teat Claanina Cantral 1n n47 2n14 lt poem Daily new starts E Track changes Off M 4 Pageiofi b 5 100 lt lt 1 minute ago amp 100955 v You then need to select the option to show all the objects in the report at the left of the screen SAP Welcome Debbie Kilgallon Applications v Preferences Help menu v Log off p km MES a Home Documents Demo Daily New Sta amp SE H tee File Report Elements Formatting Data Access Analysis Page Setup Reading Design M Q DA SA PA Tbes our sedion hat other 7 Tools Basin a C K IE B X t m ES iii H x 3 Hz x ill xA 8 T ET Turn Into da Set as section B Available Objects IE nux m n tre Type here to filter tree Last refreen 27 02 2014 10 40 33 GMT 00 00 E 3 Demo Daily New Starts 4 Full Name O Grade Daily new starts f Level 5 Unit Name Service Start Date a 26lFeb 14 ls Ac Conve tor Population Heath Sciences 08012014 O A Cene tor Cia Brain Sciences manta ros Cene tor Spon and Eere anama AMNZ Conv for Cardovesclr Sciences ovmaa0r4 AMNZ Cent fo
12. 7 02 2014 10 40 33 GMT 00 00 Daily new starts mmm LIEU EDU UE01 Cleaning Central 06 01 2014 Arranged by Alphabetic order Daily new starts y gt Daily new starts B m B Track changes Off 4 4 Pagelofi gt M E 100 lt 2 28 minutes ago The lict nanel ic undated amp 10n95 v Log out of BI Suite To exit from BI Suite click on the Log off option on the right hand corner of the screen Be careful not to log completely out of EASE if you are running other EASE applications or these will close down as well Section 2 Sharing Data with Colleagues Contents sending Documents A document can be sent to any other BI Suite user If a document is sent through this system it will be found in the section marked Inbox To send a document highlight the document in your list click the Send command on the tool bar and choose BI Inbox from the drop down list This will call up the following screen X5 amp BOXI amp eRecruitment E Google MyEd Today Oracle EF Sign In Web Slice Gallery v Tho EJ 003 de v Pagev Safety Tools v SAP d Welcome Debbie Kilgallon Applications Preferences Help menu v Log off amp 4 Home Documents r Q vie Send T4 HTBN Staff to BI Inbox YAT My D Use default settings d Available Recipients Selected Recipients 1 of2 gt M Find Title d 1 ofi User List L Title Full Name L Ti
13. Documents Demo D nm B i15 amp EH Outline B Export Document As gt PDE Last refresh 15 01 2014 14 33 24 GMT 00 00 JB 3 Dem Daily Nev Export Current Report As gt Excel 2007 UNE C Export Data to CSV Excel Daily new starts y CSV Archive Text 7 14 sani14 R Comral Trades f 120112007 Fue ASPepey O oor Fue ASPepey War ue tate Development osmo UE Porting Non era 28 1297 ums ascaris omor us ASPepey 822r ues Come for Infammaton Research 1971172007 UE03 Reid School of Music Corporate Documents These documents are reports which can be run by any BI Suite user and are located in the drawer called Folders View New Organize Send MoreActions Details My Documents Title I Personal Rep E Public Folders i Time Lost Re ja Human Resources v Age Gender a Bl Renien 1 Bradford Fact i E HESA HR Bradford Fadi H G ppIPMI Contract Rev w Contract Revi ED Recruitment amp Jobs MAN Daily Staff E sic W Daily New St 2 ED USER REPORTS FOR MIGRATION ra Information Services Group Jl Demo STAF H fi Training W DEMO Contr tel drich FTCPercenta Full time equ lp Individuals fc List employes The security set up is such that each user will see only the information relating to his her own College Support Group It is advisable to set the
14. Header Footer Last refresn 27 02 2014 10 40 33 GMT 00000 E 3 Demo Daily New Starts 4 Full Name Grade Daily new starts f Level 5 Unit Name 3 Service Start Date 6 EUER Variables Arranged by Alphabetic order Daily new starts 22 Track changes Off M 4 Pageiofi gt M The list panel is updated amp 1006 O amp amp rne Deis Oe Duden a P Welcome Debbie Kilgallon Applications Preferences Help menu v Log off ye Type here to filter tree fa E 3 Demo Daily New Starts 3 Full Name Ez Grade Level 5 Unit Name 2 4 Service Start Date Snapshot Date B Variables 26 Feb 14 Centre for Population Health Sciences 1 201 Centre for Sport and Exercise 16 01 201 Centre for Clinical Brain Sciences 01 02 201 Centre for Sport and Exercise 13 01 201 Centre for Cardiovascular Sciences 01 02 201 ovon oonan 051027201 CI gt 01 02 201 10 02 201 13 01 201 G S S S A alal ee a Alala amp amp PACK Arcs LAN AN NONE omes ECI ECI ECI EE ues ReportElements Formatting Data Acces Page Setup Reading gt Design Q Filters Data Tracking Display Conditional F Filter dj Ranking E Input Controls Group Break Sort BE fx mi vi OO Y Lastrefresh 2
15. Help menuwv Log off 8 Available Objects Type here to filter tree E 4p New Document College Support Group Name Level S Unit Name School Planning Unit Name Ej Variables College Support Grou School Planning Uni Level 5 Unit Name Administration Comm Academic Registrar Academic Affairs Planning and Administration Comm Academic Registrar Academic Registry Administration Comm Academic Registrar Careers Service Administration Comm Academic Registrar Chaplaincy Centre Administration Comm Academic Registrar Counselling Service Administration Comm Academic Registrar Pharmacy Administration Comm Academic Registrar Student Disability Service Administration Comm Academic Registrar Student Recruitment and Admis Administration Comm Academic Registrar University Health Service Administration Comm Administration Com Administration Communication Administration Comm Administration Com Principal s Office Administration Comm Administration Com Rector s Office Administration Comm Biological Services F Biological Services Administration Comm Central Academic ar Academic Affairs Planning and Administration Comm Central Academic ar Academic Registry Administration Comm Central Academic ar Careers Service Administration Comm Central Academic ar Chaplaincy Centre Administration Comm Central Academic ar Counselling Service Administration Comm Central Academic ar Pharmacy n Arrang
16. T 00 00 m Print Daily new starts Demo Daily New Starts v General 1Al lani1A Type Web Intelligence document ory Sea ex 2 v Author Admin Creation date February 13 2008 9 49 16 98Ve in IW Computer em Locale English United Kingdom S at OS C Select reports 1 v gt A gt rts Description d CO My Web Sites on MSN 7 c My Desktop 8 DVD RW Drive D iM Select All d M 38 Applications I iM Daily new starts ry G Shared K Keywords My Documents G8 dkilgall midas ucs ed ac ukisghomes_2 M mm Gag Web 0 C Local Disk Q My Computer G9 University U v Statistics amp Shared V Last Refresh Date January 15 2014 12 56 38 3X Docintell Wkennedy Z P Prioritize the formatting of the 7 documents J Prioritize easy data processing in Excel Demo Daily New Starts xlsx Files of Type Excel 2007 bobi Last Modified February 13 2008 10 02 19 Last modified by dkilgall Duration of previous 1s refresh v Document Options Refresh on open On i File Name Permanent regional Off formatting Use query drill Off Enable query Ty Off stripping Hide warning icons Off in charts Save Cancel Uruo OEUSCIENCES IU 12 ZUUr HTML W amp BOX E Recruitment RJ Google MY MyEd Today Oracle EE SignIn Web Slice Gallery v em 3 dh v Pi Welcome Debbie Kilgallon Applications v Preferences Help menu v Log off Home
17. User Manual for the SAP Business Objects BI Platform 4 1 System BI Suite CONTENTS Section 1 Getting Started with BI Suite In this section you will learn how to log in to Bl Suite find open and view existing documents and refresh reports contained in the documents e login Finding amp Opening Documents Viewing Existing Documents saving amp Closing Documents Deleting a Document Printing Documents Exporting Reports to Excel Corporate Documents Amending Corporate Documents Log Out of BI Suite Section 2 Sharing Data with Colleagues In this section you will learn how to distribute your reports to other BI Suite users Section 3 Report Building This section introduces the terminology used in Bl Suite and you will learn how to build and run simple queries to retrieve data through a universe Section 4 Restricting Data In this section you will learn how to set up query conditions By using query conditions you can limit the data returned from the underlying database Section 1 Getting Started with Bl Suite Contents Login BI Suite is accessed through a channel in MyEd so you must first be registered with EASE to gain access to Bl Suite Once logged into MyEd you will need to add a channel called Reporting Analytics To open BI Suite click on the box that says Start BI Launchpad le Edit View Favorites Tools Help x Convert v juHSelect P 8 eRecruitment BY Google MyEd
18. a related to Finance Careers Records Management Event Booking and VRS from 25 October v H amp 10095 v Welcome Debbie Kilgallon Applications Preferences Help menu v Log off p v MyRecently Viewed Documents v Qunread messages in My Inbox v My Applications p Age Gender Length of Service Profile No unread messages Contract Review Date Report p Athena Swan Academic Applications eRec p Age Gender Length of Service Profile p Full time equivalent trend p List employees absent due to particular reason grout gt p Daily New Starts p Percentage Time Lost for Level 5 units p Athena Swan Academic Applications eRec DK p Athena Swan Leavers for Turnover L5 DK See more v MyRecently Run Documents v 0 Unread Alerts No recently run documents Alerting is not enabled Ju onl 100 v Finding and Opening Documents On the home page you can see a list of any recently viewed documents and you can click on the document name to open these If you want to see all documents you need to click on the Documents tab at the top left of the page Your personal documents will be held in the drawer titled My Documents which has a folder called My Favourites and an Inbox In the folder called My Favourites you will see a list of your personal documents and in the Inbox you will see any documents that have been sent to you by other users If you are unsure which folder a document is held
19. ails amp p Pay Details amp E Retirement Details amp E Grade Details amp p Grade Step Details amp E Initial Grade Step Details amp p Organisation Details amp p Location Details amp rj Funding Details amp p Snapshot Details amp p Service Details amp E Migrant Worker Information amp rj Measures amp E Perforrmance Management amp p Daily Assignment Funding Each Class can be contracted again by clicking on the minus sign Please note The classes shown on the screen should be used if historical information is required If you wish to produce a report using current data click on the sign next to Daily Assignment Funding which will produce all the daily classes and objects Care should be taken not to mix up the daily and historical classes i e if current data is required ensure all objects selected are within the daily classes otherwise the information returned will not be accurate or the report may not run 2 Result Objects The section on the right is where the objects from the Classes and Objects box are placed to define the data retrieved by the query Welcome Debbie Kilgallon Applications Preferences Help menu v Log off p Ay Home Documents Web Intelligence gt amp 5 A l Pe z Track p Drill V2 Filter Bar fH Freeze HH Outline 33 Query Panel ox g Add Query MH S ET mi ma lt Run Query amp Close
20. ave been made Note that the new objects will not automatically appear in the report but will show in the data panel at the left of the screen You will need to drag and drop them into the report to add the information Section 4 Restricting Data Contents Applying Conditions to a Query Object sometimes you will want to restrict a query so that it returns data related to a subset of values for an object rather than all the values e g you may wish to see data for a certain School rather than the whole College A condition has 3 elements School Planning Unit Equal to School of Law Object NEM Operator Operand There are several different types of conditions that you can use in BI Suite 1 Single and multi value conditions 2 Prompted condition 3 Multiple conditions 1 Single and multi value conditions In a single value condition you limit the data returned to one single value for that object E g School equal to School of Law t j wrauc oicp VELIS Initial Grade Step Details g j Organisation Details Organisation Code Organisation ld F Quer Filters Organisation Name Organisation Type School Planning Unit Name Equal to v iB School of Law ED Organisation Type Code Level5 Unit Code Level 5 Unit Name a 8 x E School Planning Unit Code School Planning Unit Name College Support Group Cod 4 Cnlana Cinnart Arann Nan Multi value conditions allow you
21. document to refresh automatically so that other users will be able to see their own data Corporate Documents can be saved as personal documents and then edited to meet your own requirements Amending Corporate Documents It is possible to amend a corporate document for your own use which you can then save in your My Favourites folder if you wish Please note standard users cannot add anything to the query of a corporate document they can only amend the results objects shown in the report and the layout of the report When you run the report that you want to use it will display in Reading mode In order to amend the report you need to change to design mode and select the option With Data SAP Welcome Debbie Kilgallon Applications Preferences Help menu v Log off m Eg OOOO o Home Documents Demo Daily New Sta Lm 91 9 8n0 O T2 eD aay G H AA mo ge Track F Drill Vp Filter Bar f Freeze amp E Outline eee eran m cone El 3k Demo Daily New Starts PELs uns Daily new starts 26 Feb 14 acas Cente for Spor and Exercise 8Bi2Di4 AGN2 Cente for Cinical Brain Sciences ovom AFCE Conve tor Sportand Exercise aovo MNA 01022074 oono 06017201 0502201 r3220 wm NONE Royal Diek Veterinary Sues 1382014 Om Geosciences amon aro SCs Trades O80V2Di4 Umor CeweTades 030
22. ed by Alphabetic order Track Changes Off amp 4 Pagetofi gt mi 100 2 Coy amp 8minutes ago 3 Object Description The description of the object can be seen when you hover the mouse pointer over the object name when the object is selected gj Organ 1 Details Organisation Code Organisation Id TF Query Filters Organisation Name 3 Organisation Type Organisation Type C Level 5 Unit To filter the query drag predefined fiters here or drag objects here then usi School Planning Unit School Pa evel 5 Unit Name College 5 Type string College S f College The name of the a F School assign Y Level 5 Un e g English EE uc this Location Deta object was previously called ie Funding Detail aiiud Hame Snapshot Detans E Service Details Migrant Worker Informa E EEE CR CR CC CA CR asia Q Type a text to filter the values Creating a new document by building a query From the Home Page click on Applications and select Web Intelligence from the list which opens a new tab Click on the new document icon on the toolbar and select Universe from the list and click OK This then brings up your list of universes to choose from Staff information is contained in the HR PPIP Management Information Universe BOX eRecruitment EJ Google BY MyEd Today Oracle FE SignIn Web Slice Gallery v p ov Ej CD
23. ng i Personal Details E Assignment Details E Appraisals IE Absence Details i Pay Details E Retirement Details E Grade Details E Grade Step Details To filter the query select predefined filters or objects in the Universe pane and add them here by clicking the arrow or using modium Select IE Initial Grade Step Details Filter to specify the values you want returned to reports or select Prompt to define a message so users can select values of their choic E Organisation Details 2 E Location Details it Funding Details E Snapshot Details 1 Service Details i Migrant Worker Information IE Measures it Perforrmance Management E Daily Assignment Funding E E E EO E E ED E E EE EE EO E EE E E EE EH Type a text to filter the values B The list panel is updated 100 1 Classes and Objects The data box shows you the available classes and objects in your selected universe From this box you will select the objects you want in your report See Field Names and Descriptions for the full list of classes and objects in the PPIP Man Info Universe When the Query Panel opens the class folders are closed Clicking on the sign next to the class will expand the folder to show the objects it contains Master perspective S Type here to filter on tt G Of Jk HR PPIP Management Information z Assignment Funding amp E Personal Details amp E Assignment Details Appraisals amp Absence Det
24. ns Preferences Help menu v Log off P J Home Documents Web Intelligence Bos 5 m 3 5 z Track ED V2 Filter Bar fH Freeze amp E Outline i Query Panel ex i1 Add Query MrT B EH n D a B Run Query zi Close p A E 3i Universe outline i Result Objects YqY X1 Master perspective Y QQ Type here to filter on ti G Of wk HR PPIP Management Information a Assignment Funding gt E Personal Details gt Assignment Details Assignment Number Assignment Effective Start Assignment Change Reasor Assignment Change Reasor Assignment Status Type Personal Job Title Job Title Position Number 7f Query Filters Rl arve Job Segment 1 f School Planning Unit Name In List School of Biomedical Sciences Job Segment 3 Position Start Date Leaving Date Contract End Date lt Probation End Date Employee Number Full Name College Support Group Name 1 School Planning Unit Name Level 5 Unit Name oe alll gt AND Job Segment 2 In List ACADEMIC OR f Grade In List UE08 iz Contract Type Contract Review Date Employment Category Employment Category Code Assignment FTE Weeks Per Year Full Part Time Full Part Time Code Assignment Weekly Hours Fixed Term Reason Fixed Term Reason Code WY Nhs Trust lt gt E Query 1 FF Data Preview X Refresh
25. r nfarmaton Reseach ovowa0r4 0 mma centre for ifarmaton Reseach oar NONE RuaDkveeiaySuds orna ers Geximew O amos mm Behtmes a mer aes sara O e maas oa Teor aS Gang oaa I 19 012014 v UE01 Cleaning Central 06 01 2014 Arranged by Alphabetic order Daily new starts p Daily new starts 2 Track changes Off 4 4 Pageiofi b M E 100 S 1 minute ago O j4 The list panel is updated 4 amp 10095 v Once you have done this you can drag and drop objects in or out of the report as required When dragging items into the report if you hover over an existing column the item you are dragging in will replace the existing colum If you hover at the end of the column the item you are dragging will be inserted as a new column Welcome Debbie Kilgallon Applications v Preferences Help menu v Log off p amp SI LLLHLGULLLILLSHEGGHG LLLA Sc Ern EE Report Elements E Formatting Data Access Analysis Page Setup Reading Design Tables Cell Section Chart Other _ Tools Position Linking y A H m uu Ad v 0 F Tum Into Set as section File DE SAJES a 4 BD B xXxX E s fx z J Y Type ere to er tren Last refreeh 27 02 2014 10 40 33 GMT 00 00 Demo Daily New Starts it 4 Full Name Grade Daily ne
26. ral ik Arranged by Alphabetic order Daily new starts A Daily new starts 2 Track changes Off 4 4 Pageiofi gt vm E 100 7 lt 4 minutes ago O 4 The list panel is updated 100 v The tabs at the top of the report allow you to change the format of the report e g colours fonts text size etc From here you can also add in additional tables cells formulae etc e g if you want to add a title to the report or add a total to a numerical column Please see some examples below gu cL 7 Aa cC uam T21 GA wem Qoo uL 2 La PS pos ru PLIN uu m Welcome Debbie Kilgallon Applications Preferences Help menu v Log off n fa 4 Home Documents Demo Daily New Sta P gt File Report Elemeng ta anpa Border oc Xlamm xig si Available Objects Type here to filter tree Lastrefresh 27 02 2014 10 40 33 GMT 00000 E 3 Demo Daily New Starts 3 Full Name Grade Daily new starts f Level 5 Unit Name 4 Service Start Date 26 Feb 14 Lr Arranged by Alphabetic order Daily new starts 2 Track changes Off 4 4 Pageiofi gt M i O 4 Welcome Debbie Kilgallon Applications Preferences Help menu v Log off pe on EEE Demo Deir new sta 9 6 ab 7 gt Q Btuminto i Set as section Break Insert
27. sing a Document Documents are saved by selecting the save icon from the toolbar You will be prompted to give your document a name and it will be saved to your favourites folder Tip Click on the advanced button to set your report to refresh on open Deleting a Document Highlight the document in your list of documents by clicking on it once Go to the organize menu at the top of the screen and select Delete Printing Documents You can print reports directly from BI suite by clicking on the print button at the top of the report A print options box will appear where you can select the printer you wish to print to the number of pages paper size orientation etc and then you click OK Welcome Debbie Kilgallon Applications v Preferences Help menu v Log off p B Track S Drin Ve Fiter Bar E Reading Design Data Gr 0 e amp E Outline fa amp Print A zu gt P Athena Swan Academic Applications v General Type Web Intelligence document 3 Print x Applicant No Author dkilgall Printer selection A4994 Creation date December 18 2013 3 39 56 Printers Vis ps1 is ed ac uk CSH 2 2 15 BW Locale English United Kingdom Description Print Range Page Size L All Reports A4 SODN amp JS O v t Current Report Margins 1 Keywords 2 A ww All can Laj a Lr WJ Current Page Left Right a Laj 2 cm 2cm z J Pages v Statistics Enter page range Last Refresh Date
28. tle Full Name n 22 C alamalon Anne Malone o Items Br eg Group List x alcwest Christine West amp AIMFORD Mike Ford a aadogame Afeosemime Adogame QD aaitchii Andy Aitchison amp aaitken Alastair Aitken aaitkeni Anne Aitken amp aalexand Andrew Alexander amp aalston Anna Alston aam Alastair Macdonald amp aandrean Arianna Andreangeli amp aanthon2 Alistair Anthony amp aanton2 Alistair Anthony amp aanwar Ahmed Anwar aar Andrew Ranicki Target Name Use Automatically Generated Name Use Specific Name Add Placeholder Vv wv Add File Extension Send As Shortcut Copy Send Cancel lt gt Folde w Search You can search for a user by typing a username in the box marked Find title and then click the binoculars next to the box or you can scroll through the available recipients list to select the user that you want Once you find the user that you want you need to click on the arrow to put that user into the selected recipients box Once you have all the users that you want in the selected recipients box you need to click in the radial button next to copy under Send As and then click on the send button at the bottom of the screen Welcome Debbie Kilgallon Applications v Preferences Help menuw Log off C Use default settings Available Recipients M o2 gt w Find result for susanm in User
29. w starts f Level 5 Unit Name Service Start Date M 26 Feb 14 ACIE Cene for Population Heath Sciences AGB Cane for Spor and Exercise NN ACN Em Arcs mama ANN ozana Aun DIDI AMN2 Centre for Inflammation Research 06 01 2014 AMN2 Centre for Medical Education 05 02 2014 AN 03022074 ARC 0102201 ARC DII NONE amara OTHS ENT Tm 06012044 TR DEDIT TR 060172074 uen cA ue mama j UE01 Cleaning Central 06 01 2014 Arranged by Alphabetic order Daily new starts d Daily new starts 22 Track changes Off 4 Pageiofi gt M E 100 lt lt 4 minutes ago The list panel is updated amp 10090 SAP d Welcome Debbie Kilgallon Applications w Preferences Help menu v Log off pe Type here to filter tree ype here to filt ee Lastrefresh 27 02 2014 10 40 33 GMT 20 00 fa E Z Demo Daily New Starts f Full Name 4 Grade f Level 5 Unit Name Service Start Date g B Variables Daily new starts 26 Feb 14 Centre for Sport and Exercise D acne Cemre for Civica Brain Siena anova ars Cente SpotandExercse tava Tan Gee fr ardovsclar Sevens vara Luz Cone Tor Medcal Easton osan0va NONE Royal Vetsnny Sues E Hi bushes osraova Prot armes mias Prot cewaTade oso Puen ascawm ear Fuer Pee nmions UE01 Cleaning Cent
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