User Manual For The Business Objects Web Intelligence
Contents
1. InfoView Windows Internet Explorer Jae ey E https www boxi is ed ac uk 8443 businessobjects enterprise 115 desktoplaunch InfoView logon logon do 4 gt X Pir File Edit View Favorites Tools Help i gt w abr infoview fp A v Page iG Tools ae Sha BX Dg Edt Query Edit Report F Refresh Data PK EB Y Home OZ Ar S A T View Structure Drill 08 Page M4 1 PM My Folders BJU y i E G Public Folders Data Templates Map Properties Data fal Document Report Title H College Support Group Name Bild ea ctl sale College Support Gr School Planning Ui Level 5 Unit Name SJ School Planning Unit Name g pp g Administration Coi Academic Registra Academic Affairs F Administration Col Academic Registra Careers Service Administration Coi Academic Registra Chaplaincy Centre Administration Coi Academic Registra Disability Office Administration Coi Academic Registra Pharmacy Administration Col Academic Registra Registry Administration Coi Academic Registra Student Counsellin Administration Coi Academic Registra Student Recruitmel Administration Col Academic Registra University Health S Administration Cot Administration Cor Administration Cn MT lt m lt Arranged by Alphabetic order Report 1 d p gt x Last Refresh Date 25 January 2008 11 25 32 3 Object Description The description of th2. InfoView Windows Internet Explorer max E E httos nn box is ed ac uk 8443 ousinessobjects enterprise 115 desktoplaunch fnfoView logon logon do v a x p File Edit View Favorites Tools Help we d Sinfoview B RB mee Page Goo Business Objects g Welcome dkilgall c Am C New A L Send E My infoView Search title gt ao SOS8aS X DB SB MA Rron eo A E Home MEA Bjadd query y aeae aa My Folders p k Data Properties g Result Objects Public Folders __ Pay Details lal Retirement Details Grade Details Grade Step Details Initial Grade Step Dell Organisation Details Organisation Coc Organisation Id Organisation Mar H Organisation Typ Organisation Typ Level 5 Unit Code Level 5 Unit Nam a School Planning so School Planning t J College Support Y Query Filters T College Support Location Details Funding Details al Snapshot Details lt m All Objects Hierarchies Query 1 The name of the parent organisation unit of the assignment organisation e g English Language Note this object was previously called Department Name College Support Group Name J School Planning Unit Name J Level 5 Unit Name or drag objects here then use the Filter Editor to define ci Clicking on run query at the top of the page will pull the data you have requested from the universe
3. Communications and External Affairs Planni i Search All vales lt All values f All Objects Query 1 P aii gt Run Query Cancel Retrieving data uary 2008 09 46 45 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 BOXI 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 lf 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 double click on the one which is displayed You can use as many brackets on the page as the conditions allow G InfoView Windows Internet Explorer Jae GA T E https www boxi is ed ac uk 8443 businessobjects enterprise 115 desktoplaunch InfoView logon logon do w E X Per File Edit View Favorites Tools Help Ra gt Ww d
4. Nam School Planning School Planning College Support cee epot Vf Query Filters Location Details Funding Details School Planning Unit Name Equalto School of Law B Snapshot Details Service Details np lt gt All Objects Hierarchies Es Query 1 ET Multi value conditions allow you to select multiple values by using a different operator such as In List To select multiple values select Value s from list lf 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 4 lt Google A g File Edit View Favorites Tools Help We de 99 document Resuits a a Business Objec ts Welcome dki A m O new amp RA Send F myinfoview Searcntte e JS D S GesctaGx DE s u E Run Query X E j Home eas Fj add Query My Folders Public Folders Data Properties H E Grade Details Grade Step Details Initial Grade Step D Karis deans J Organisation Detail School of Chemistry oJ Organisation Ce School of Divinity School Planning Unit Name School of Arts Culture and Environ School of Biological Sciences School of Biomedical Sciences School of Biomedical and Clin Lab Level 5 Unit Coif School
5. 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 Closing 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 Deleting a Document Tick the box next to the document name on the screen showing all documents and click on the blue cross at the top of the screen Printing Documents Before you can print a document from BOXI you need to first export it into Excel To do this you need to click on the arrow next to Document in the toolbar and select Save to my computer as and then select Excel Once the document opens in Excel you can print and save it as normal Corporate Documents These documents are reports which can be run by any BOXI user and are located in the folder called Public Folders 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 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 Logging out of BOXI To exit from BOXI click on the Logout option yellow padlock on the right hand corner of the screen Be careful not to log completely ou
6. H Sad Finances Research J Services Library Search sinto New Help T Scarce Unversity wenste ico To Fecapack HR Manager Workflow a OOS 2 Visitor Registration System Launch Visitor Registration m Availability outside the university network Asbestos information OO S 2 Business Objects Reporting a Business Objects Currently this service is only available to the following Applications EUCLID Launch BOXI m Availability outside the University network Business Objects Administration WEB intelligence infoView Payments to the University op Oj O a 2 myWebCT OOS 2 This will open up a new window and take you to the BOX home page InfoView Windows Internet Explorer SiG GeO https www boxi is ed ac uk 8443 businessobjects enterprise 115 desktoplaunch Info View logan logon do ve B s 2 cooate fel File Edit View Favorites Tools Help we de mfoview Qr dh Page Gi Toos Welcome dkilgall Home S 8aBx alma Objects Personalize InfoView now Gm Public Folders Business X Go to InfoView Inbox Release 2 BusinessObjects InfoView collects and presents business intelligence information and provides e Complete viewing and interaction for query amp analysis reporting and performance management e Integrated collaboration with threaded discussions intuitive navigation an
7. M Ga SLC G Training susanm Target Name Automatically generated O Specific name oo O Send As Shortcut Copy Internet 100
8. User Manual for the Business Objects Web Intelligence XI System BOXI CONTENTS Section 1 Getting Started with BOXI In this section you will learn how to log in to BOXI find open and view existing documents and refresh reports contained in the documents Section 2 Report Building This section introduces the terminology used in BOXI and you will learn how to build and run simple queries to retrieve data through a universe Section 3 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 4 Sharing Data with Colleagues In this section you will learn how to distribute your reports to other BOXI users Section 1 Getting Started with BOXI Contents Logging On BOXI is accessed through a channel in MyEd so you must first be registered with EASE to gain access to BOXI Once logged into MyEd you will see a channel on the Admin Tab called Business Objects Reporting To open BOXI click on the box that says Launch BOXI MyEd Today Windows Internet Explorer eX Ey a https www myed ed ac uk uPortal tag 58722adcd 18d7902 render userLayoutRootNode uP uP_tcattr minimized amp 4 tr x Google Pir File Edit View Favorites Tools Help we a MyEd Today gt gt Home Site Map Customise Exit M vEd Welcome Deborah FHE UNIVERSITY of EDINBURG
9. cription g Human Resources Created 10 01 2008 10 45 G HESA Last 23 08 2007 10 03 i PPIPMI Modified Recruitment Last Run Never Gai Reward Destination E SFM m G stc C Use the Job Servers defaults EUCS Call Management System infoview ww 98 Infoview Home Page Le Available Recipients Selected Recipients You can search for a user by typing a username in the box marked Look for and then click search 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 submit button at the bottom of the screen InfoView Windows Internet Explorer aax aa SA https www boxi is ed ac uk 8443 businessobjects enterprise 115 desktoplaunch InfoView logon logon do File Edit View Favorites Tools Help we de 9 infoview Home Page EUCS Call Management System Ginfoview Business Objects Welcome dkilgall 6E m O new S RA send E Myntoview Searchtte ods R a aesaat x o Home Choose Users y g Public Folders aj Human Resources Available Recipients Selected Recipients G HESA G PPIPMI Recruitment Reward G SF
10. d support for 3rd party documents e Advanced scheduling and distribution capabilities making it easier to share information with others Finding and Opening Documents Your personal documents will be held in the folder titled My Folders If you click on the plus next to the folder it will expand to show you what is in that folder In the folder called Favourites you will see a list of your personal documents and in the folder called 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 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 a InfoView Windows Internet Explorer SAX X E https www boxi is ed ac uk 8443 businessobjects enterprise 115 desktoplaunch InfoView logon logon do v gq X Pe File Edit View Favorites Tools Help w we Infoview fn D dah Page I Tools j paene Le l Welcome dkilgall F El T L New A L Send My InfoView Search title eae ti O gt a re eGdaAaG xXx gi Organize X Filter AllTypes El iHome D Title LastRun Type Owner Instances E Lai My Folders C Age Gender Length of Service Profile Job Seg Neverrun Web Intelligence Document dkil
11. e object will be shown in the panel at the bottom of the screen when the object is selected W AIL VUES KA MIG aru e gt T Query 1 abx The name of the parent organisation unit of the assignment organisation e g English Language Note this object was previously called Department Name Internet 100 Creating a new document by building a query Click on New on the toolbar and select Web Intelligence Document from the drop down list This then brings up your list of universes to choose from Staff information is contained in the PPIP Man Info Universe 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 Right click on the object and select Remove 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 InfoView Windows Internet Explorer 6 ey e https www boxi is ed ac uk 8443 businessob
12. g Document Results Infoview X BS EUCS Call Management http www humanres fy A Gm v i Page iQ Tools Business Objects Welcome dkilgall GB BD D now gt OB Sera E uy nioview sorone ao POR e e O a FOP x ee Shah BX 5 A Biedit Query E Edit Report Run Query X G a aes HAR Badd query vy 3 P G My Folders Public Folders Data Properties I Result Objects 5 Assignment Details A 9 Assignment Num I Assignment Effet I Assignment Char q Assignment Char Assignment Stat Personal Job Title Job Title Position Number Job Segment 1 7 Job Segment 2 Job Segment 3 Position Start Da Leaving Date Contract End Dal College Support Group Name JPSchool Planning Unit Name J Grade Job Segment 2 ff Query Filters 3 Probation End De J School Planning Unit Name Inlist School of Biomedical Sciences B Contract Type i 7 Contract Review J Grade Inlist VEO8 E TF Employment Cate TI Employment Cate J Job Segment 2 Inlist ACADEMIC _ i lt gt SS All Objects Hierarchies FB query 1 dbx Last Refresh Date 30 January 2008 09 46 45 Done Internet R 100 Eear pacnews https fen Ghttp fent Ss Orade App W BOXIUserM Inbox Mic EN COA 11 36 SS A NE NA _ naaa aM The above query will show all staff in the School of Bio
13. g on the sign next to the class will expand the folder to show the objects it contains L Send My InfoView Search title t oa aa no RER Taer ya AS i Resull is To incl Data Properties 5 PPIP Man Info 5 Assignment Funding Assignment Details Absence Details 5 Pay Details T Annual Salary H Annual Allowance HO Payment Cease _ i Non Spinal Salary 3 Spinal Salary Retirement Details Grade Details A Grade Step Details 35 Initial Grade Step Dell e Organisation Details Location Details e Funding Details 3 Snapshot Details Service Details LLLI bel ll Y Query lt To filter lt Wl DPLPLPE v gt A 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
14. gall 0 Ga Favorites History Schedule Modify Properties Sinb List employees details including age gender length of service When run will prompt for snapshot date and College pA npox O C DLAAbsence Details Neverrun Web Intelligence Document dkilgall 0 History Schedule Modify Properties Fi 2 DLABenchmarker Neverrun Web Intelligence Document dkilgall 0 History Schedule Modify Properties Detailed employee list showing age gender ethnic group etc F 2 DLABenchmarker Leavers Neverrun Web Intelligence Document dkilgall 0 History Schedule Modify Properties report shows leavers reasons between Aug 04 and Jul 05 C a FTCPercentage Neverrun Web Intelligence Document dkilgall 0 History Schedule Modify Properties F 2 Full time equivalent trend Job Seg Neverrun Web Intelligence Document dkilgall 0 History Schedule Modify Properties This report shows employee number name staff type snapshot date Assignment FTE College School F 2 Number of Episodes Greater Than or Equal to X Neverrun Web Intelligence Document Administrator 0 History Schedule Modify Properties Fi 2 Staff Type numbers for turnover Neverrun Web Intelligence Document dkilgall 0 ages Internet R 100 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
15. jects enterprise 115 desktoplaunch InfoView logon logon do E X pi File Edit View Favorites Tools Help i z we k g Document Results InfoVview x fm gt BD a E Page Tools Business Objects Welcome dkilgall G TE m l O new S RA send F myinfoview Searchttle OJE a New EOX B S4aEX NM 5 E E E Eit report Brun Query X T e AEL G T AAIR GE My Folders G Public Folders Data Properties I Result Objects p Grade Step Details College Support Group Name School Planning Unit Name Initial Grade Step Del Organisation Details Organisation Coc Organisation Id H Organisation Nar Organisation Typ Organisation Typ H Level 5 Unit Code H Level 5 Unit Nam H School Planning Bchool Planning w College Support 7 College Support ga Location Details Funding Details E Snapshot Detals To filter the query drag predefined filters here or drag objects here then use the Filter Editor to define c A Service Details Measures aa ff Query Filters Rae v 0 Masili AeKianrnank Ci ie lt it gt All Objects Hierarchies The name of the School Planning Unit that contains the assignment organisation e g P11 gt Planning Unit of English Note this object was previously called P ic Ct Rtewc all 9 Done Internet R 100 Editing the Results of a Query There a
16. medical Sciences with a grade of UE08 or a Job Segment 2 of Academic Section 4 Sharing Data with Colleagues Contents sending Documents A document can be sent to any other BOXI user If a document is sent through this system it will be found in the section marked Inbox Documents To send a document click the Send command on the tool bar and choose to Business Objects Inbox from the drop down list This will call up the following screen and before you see the list of users to choose from you need to untick the box marked use the Job Server s default ml MI tlx sooe e Fie Edit View Favorites Tools Help w k B8 gt infoview Home Page amp EUCS Call Management System infoview dh i Page G Tools k Business Objects Welcome dkilgall JAE hao a Besoa a x Send Daily New Starts to Inbox Home E Eji G My Folders Title Daily New Starts amp Public Folders Description g Human Resources Created 10 01 2008 10 45 HESA z Last 23 08 2007 10 03 ai PPIPMI Modified Recruitment Last Run Never Reward Destination SFM m G stc Use the Job Servers defaults Training File Edit View Favorites Tools Help gt gt dh Page Gj Tools Business Objects Welcome dkilgall SE m O new G R sens gt wy ntovew srne Sd hao Sham G amp xX Send Daily New Starts to Inbox Home Gi My Folders Title Daily New Starts g Ga Public Folders Des
17. of Chemistry Level 5 Unit Nat School of Clinical Sciences and Com T Organisation Id Organisation Ne School of Engineering and Electroni School of Geosciences i School of Health in Social Science f School of Health in Social Sciences Location Details School of History Classics and Arct Funding Details School of Informatics Snapshot Details School of Law Service Details lt m gt lt m All Objects Hierarchies Query 1 Search All Values fiat X Last Refresh Date 30 January 2008 09 46 4 4 gt 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 eS File Edit View Favorites Tools Help sll soose I gt gt We de ggl Document Resuits o Bde gt i Page G Tools Business Objects a Welcome dkilgall S om F gt RaQ escaaGx amp Home PEAR Bh G My Folders Data Properties Public Folders aera H A Grade Grade E Initial 5 Organi Or a Type a value Enter value s for School Planning Unit Name Cr is Refresh List f Le School Planning Unit Name Academic Registrar s Division PU Administration Communication and Studen All Planning Units Biological Services Planning Unit Central Academic and Student Support Pla Centre for Sport and Exercise Planning Unit Commercial Operations P U
18. re two ways to edit the results displayed by a query gt Edit the 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 edit query option at the top of the screen The Web Panel will appear and the objects can be amended When you click on run query again the query will run with the amendments which have 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 3 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 Operator Operand There are several different types of conditions that you can use in BOXI 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 J Level 5 Unit
19. t of EASE if you are running other EASE applications or these will close down as well Section 2 Report Building Contents 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 PPIP Man Info which gives access to employee information and the Recruitment Universe Universe bass to 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 InfoView Windows Internet Explorer sax 6 GA T https www boxi is ed ac uk 8443 businessobjects enterprise 115 desktoplaunch InfoView logon logon do File Edit Vie
20. w Favorites Tools Help We amp Sintovew P gt BL me Eb Pae gt G Toos Business Objects f Welcome dkilgall GE mD O news B RA send H Mynfoview searchttie 7d ao G s itaeaGx DE E Et Query E Edt Report F Run Query x a E Home Ee Blade query Ya APR G My Folders i E d Data Properties I Result Objects C Public Folders L A S PPIP Man Info Assignment Funding ge Assignment Details Absence Details a Pay Details Retirement Details Grade Details Grade Step Details Initial Grade Step Details 4 Organisation Details 3 Location Details Funding Details Snapshot Details Service Details 49 Measures ff Query Filters Daily Assignment Fundin To include data in the report select objects in the Data tab and drag them here Click Run Query to return Ce ed E A E EE To filter the query drag predefined filters here or drag objects here then use the Filter Editor to define ci Ka m gt All Objects Hierarchies Ei Query 1 Done internet 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 Clickin
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