Business Objects User Guide
Contents
1. 26 March 2014 15 11 49 GMT 00 00 Po E Currenthy selected values in listbox ee The prompt above is from a current staff report that has several options the user can select Here we have asked the report to return staff on Open Ended contracts in MATHS To change one of the prompt parameters click on the option in the list Select Refresh Values highlighted above This will give you a list of values to choose from Double click one of the values so that they appear in the box on the right as above Repeat for any further parameters you want to set Note that some of these prompts can be optional and you may at times need to clear all the values in order to get the results you wish Once you are happy with the query press Run Query If you wish to run another query on the data simply press the Refresh Data button in the menu options at the top right of the window The prompt box will return as above 4 1 Sorting Data To sort data in a particular order such as alphabetical or numerical right click on the column you want to sort by and select the Sort option Select None to remove an existing sort or select Ascending Descending according to your preference Set as section Insert Format Fitter Add input control Turn table to Swap axis Break Custom sor Remove Sorts Properties 4 2 Adding filters To change the report to show only data with certain information y2. n G Business Objects User Guide SAP BusinessObjects Business Objects is an integrated query reporting and analysis tool that allows you to access data stored on various systems such as Core in a manner that is presented in formatted reports This guide will instruct you on how to use Business Objects BO to run reports for data held in CoreHR Table of Contents Accessing Business Objects 1 1 Finding reports in the directory 1 2 Searching for reports 2 1 Running reports 3 1 Sorting the data 4 1 Filtering the data 4 2 Printing reports 5 1 Exporting the report to Excel 5 2 Understanding HR Reports 6 1 Document history Date Version Author Comment 14 03 2014 Daniel Thorne Version 1 completed 31 03 2014 Gareth Moger Additional content added Please contact the HR Management Information Systems team HR MIS with any queries on this user guide or suggested amendments Email People Cardiff ac uk Phone 029 2087 9777 ext 7977 1 1 Accessing Business Objects Business Objects is a web based application that you can access via the following link https borep 8443 logon js Once you enter this web address in you will be prompted with a security question Please select the option Continue to this website not recommended x We recommend that you close this webpage and do not continue to ths wehste i f 7 y After this screen enter your username and password as they have been supplied t
3. 2012 Historical data should be taken from our previous HR system Compel Requests for this data should be made through the HR MIS team People Cardiff ac uk Further information on how a report has been built can be found in the user and technical tabs of any report This will show how the data in taken from the database and any additional filters have been added to the report by the designer
4. amp diversity contact details and qualifications These relate to contracted staff only and will not return honorary or casual employees Each version will return different cohorts of staff if Staff Report Cumulative This is a snapshot of staff who have been employed between a date range specified by the user including any that have since left the University Staff Report Current This will show only those staff that have an active contract at the time the report is run Staff Report Leavers This will return any staff who have left the University between a date range specified by the user Staff Report Starters This will return any staff who have started with the University between a date range specified by the user Staff Report Point in Time This report will show any staff who were in employment with the University at a date specified by the user Further notes to consider The reports will only return data according to your level of access For example if you do not have access to diversity data it will not show in the reports Any report prompts asking for Appointment Status should be set to Commenced and Ended unless you are specifically looking for staff who have been appointed but not commenced The data returned is based on appointment information so that some staff will have multiple rows according to how many contracts they have with the University Core only has employee data back to 1 1
5. highlighted To search through all folders first select Public Folders in your Document List In the search bar enter any keywords you would like to search on e g probation This will return a report list for you to select from 3 1 Running Reports Once you have found the report you wish to run double click on the file to open it If you are presented with a timer the report is refreshing information from the database Some reports may prompt you for additional information on what data you would like to view Prompts ks Reply to prompts before running the query Enter College Directorate optional This fiter will be ignored because no value has been selected Enter School Directorate MATHS Hourly Paid H optional This fitter will be ignored because no value has been selected Enter Contract Type optional OPEN ENDED Enter Career Pathway optional This fiter will be ignored because no value has been selected ol Enter Appointment Status use Commenced amp Ended for current staff Commenced Ended Fed Term End Date Start optional This fiter will be ignored because no value has been selected Fixed Term End Date End optional This fiter will be ignored because no value has been selected Enter School Directorate Type values here MATHS p OO F gt Refresh Values Ls Appointment Management Unit Code AHS1 ARCHI Blo1 BIOS CARBS CHEM CLAWS COMSC CPLAN CSERV lamel
6. ab for further information on this report including what filters are being used and any responses to oromot Click open on the dialogue box that appears and follow the print opens in PDF viewer as normal for any other documents 5 2 Exporting the report to Excel You may want to export the report to Excel for further data manipulation Select the Document option from the menu bar In Save to my computer as select Excel Do not choose Excel 2007 SAP BUSINESSOBJECTS INFOVIEW Fi Home Document Ust Open Send To Help Pre Web Inte Salaries Core Ponor CUS Schemes Baba F Docurenti Vew S FA 9 wows le Mih Inept D Retresnate iy tr ese 7 U A 7 a T k A E S a a jw iP J a owes EES ERS EES ERS ER S ms Save fo my competer ze ne Daana jj lt anem Ani haw te eave Save repan to my Compute as 1 tw Properties tacsi 3007 Catculated Calculated iitference Hl e m oaa Se CUPF CUPF POS CUPF POS CUPF Curt CUPF Reference Master Surnam tes ERS EES ws ERS tn s f azi y oe i a You will be prompted to Open or Save the report Chose save and select your destination 6 1 Understanding HR Reports There are many reports available from CoreHR data but below is an overview of the most useful with further guidance on getting the most out of them There are 5 versions of a general staff report each containing full information relating to staff contracts equality
7. o you by the HR MIS team This will not be the same as your network username and password If you require access but do not currently have an account please visit the web page below and submit an application to the HR MIS team This will need to be signed off by your head of school BusinessObjects user application httop www cardiff ac uk humrs staffinfo informationmanagement accessbo index htm 1 2 Finding reports in the directory Once you have logged into BO select Document List to display all the folders you have access to SAP BUSINESSOBJECTS INFOVIEW 6 Home Document Ust Open Navigate View your Inbox Favorites or Docurment Lasts Use the Help to learn more about nfoView Sieur Ff F Select Public Folders and this will bring up your folder access in more detail and show descriptions if they exist Open the desired folder and select a report from the list that appears 2 1 Searching for reports 4 A SAP BusinessObject So File Edit View Favorites Tools Help ve Favorites SP SAP BusinessObjects InfoView ff gt ae SAP BUSINESSOBJECTS INFOVIEW SAP BusinessObjects z Home Document List Open Send To Help Preferences About Log Out Del New Add Organize Actions Searchtitle J lsn UL of2 gt All Title 7 Type rei Ee The search bar will look through whichever folder you currently have
8. ou can add a filter On the top right hand side of the report window press the filter option the yellow funnel button P SAP BusinessObjects Help Freferences About Log Out This will show the filter bar with the same icon you selected Press this and you will be shown all the columns you can filter by Select the column name you want and a dropdown menu will appear on the filter bar Select a value and the report will update to show only rows containing this information Ma sete w p k s a lt T J m n S P r i a n5 P LY D AST i g r 4 Soh A p oan C LENE i ra VAA S AIA os ree as n Web Intelligence Staff Report Current Full Information Windows Internet Explor lt lt he lt T s ps Pi Document view H Tg A 9 fioo J l aii a gt io Appointment Job Title Description All values v Last Appointment Job Title Description All values ADMINISTRATIVE ASSISTANT I Starf CHAR COMPUTER SUPPORT OFFICER DEPUTY HEAD f Contract information 5 1 Printing Reports BusinessObjects has no inbuilt printing functionality instead it will export the report to PDF for you to print from there Click on the print icon in the menu options i t rtelgence Jel Document View ERE y 100 4 mk H Edit Refresh Data Py Tra Last Refresh 28 03 2014 aa Staff Count 34 Page 7 7 Current Staff Contract Information See User t
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