Infoview XIR3 User Guide
Contents
1. Run Query Cancel To change a parameter for a prompt e Click the prompt you want to change in the top panel Box 1 e Possible values for that prompt will be listed in the panel below If the list is long you may need to scroll down through the values Select the value by left clicking Box 2 e Click on the icon Box 3 to confirm it for the prompt Repeat this for each prompt where necessary and click the Run Query button Box 4 to refresh the report with these parameters If the list of values is not up to date e g an additional entry has been made or an existing one altered whilst you were choosing your parameters you can refresh the list of values by clicking the refresh icon Box 5 to get the latest list For long lists of values you can restrict what is displayed using the Find feature type a value into the search box Ut veut search pattern nere and click the Binocular icon to show only the values that match your search criteria Use asterisks as a wildcard e g 3 to see all values that start with a 3 A small window will appear whilst the report is being refreshed Retrieving Data Last refresh time 0h Om 16s 13 of 20 SAP BUSINESSOBJECTS INFOVIEW This window also states how long the report took to refresh the last time it was run So if it seems to be taking significantly longer than the Last refresh time it is possible there has been an error2. You can either view the results in Infoview or specify that they are sent to another user s Infoview Inbox or even sent in one of several available formats to someone via e mail This could be useful if for example you wanted to send up to date registers to course tutors For full instructions on using the Scheduling functionality please refer to the Infoview XI R3 Report Scheduling user guide 20 of 20
3. You should also select this View mode if you want to print a report NB Bear in mind that when printing reports with multiple tabs all the pages will print unless you specifically select only the pages you want You can do this by left click and drag to select the pages from the menu bar on the left then right click and select Print Pages or right click any of the Bookmarks and click Print Pages Alternatively click the Print icon and specify which pages to print by entering page numbers 7 Saving and Exporting Reports 7 1 Saving a Report When you run refresh a report you may wish to save the output to be referred to at a later date Ideally reports should be date stamped at the bottom as well as displaying the username of the person who refreshed the report so there is a record of these details for any saved report Saving the report is dependent on which View setting you have selected If you have Page mode or Draft mode selected the report output can be saved in one of three formats Excel PDF CSV Comma Separated Values NB if the PDF View setting is selected you can only save output as PDF Click on the Document button in the top left corner of the screen Box 1 then select Save to my computer as Box 2 to select the format Box 3 Enter Term e g 200609 16 of 20 SAP BUSINESSOBJECTS INFOVIEW PLEASE NOTE f you have a pop up blocker for your Internet browser the file cou
4. z ow To expand the area of your workspace you can hide unwanted panels 3 5 Document List amp Workspace Toolbar Click on the Document List button to display the folders and documents in Infoview When the Document List is displayed in the Workspace the Workspace Toolbar becomes available IO amp New Add Organize Actions Searchtile 4 Eo Key to Workspace Toolbar E Switch to Folders Shows folders in the Tree Panel Switch to Categories Shows Categories in the Tree Panel e Refresh Refreshes the Document List admin rights only admin rights only Organize To organise the selected document or folder admin rights only 6 of 20 SAP BUSINESSOBJECTS INFOVIEW SAP Business d Actions Perform actions on the selected document or folder admin rights only Searchtile Search for a document using a text string For navigating through pages in the Document List 3 6 Tree Panel When you click on Document List the Tree Panel is visible on the left side of the Workspace It displays folders categories in a hierarchy and allows you to navigate through them Please note we use the Folder structure rather than Categories so all future references will be for Folders PU iz My Favorites C Inbox E B Public Folders E fi Departmental Administrators 3 fF Assessment amp Exam Boards E ij Departmental Specific When you sel
5. MEEVESIN ad TURN IAE ER EU C VUE UR RV ii IER UR FA ER VU NEVER IU CR VET RN G CSR 8 9 SELECTING A REPORT iseiesnsius KR RE RO RU RUD RCORTROR ERREUR RHET ERR RD AR RR 10 6 RUNNI NG A REPORT sssvssiElbnsumknd EON UNE Sex EN E VENE VIVE CNN EER EN MNF EN NU SEEN UKNE 11 6 1 Refreshing a REDON c isscasiniuekuns usus EsEEaU Ea EENEN ERE VETE ER UR EUER GRE 12 6 1 1 Direct Entry of Parameters Method ssssseeeeeeen nennen nennen nnne nnne 12 01 2 LISTOF Values MEMO MN m ST 12 6 1 3 Alter tne Report Nas REIS MOG curnnrinrorir iieii in E E ENE E EN ede DEueaput 14 7 SAVING AND EXPORTING REPORTS 1e rere eren 16 7d SAVING d RODOLE asecssacsacedccecescatactaeadasesaecisacieassaneaunnsagaeadaussugesaucs eudeseuistduedaeabascauauseacsens 16 7 2 Saving a Report in Excel format Exporting to Excel 17 7 3 Saving a Report in PDF format iioouicia nia ia rana sua enu Esai FaR pagan uuUxEREaFAE FEE IS rEEPr m pEFER M RR EK EE 17 7 4 Saving a Report in CSV Format uiii in eva scua svo s Euxo ROW asVES ERU ESEEaE EP GN ERES Usu PUN REMEEEUR SF REME NEN EEE 18 8 SEARCHING FOR A REPONR Ls sins iR HER RC RR RR RR DRE RE RR RR RR Rv 18 9 ADDITIONAL FEATURES OF I NFOVI EW ee erre 19 cm PM Encyclopedia e 19 9 2 Scheduling Reports ci saei vius venu as Casus Eun ExUx RE aaae NEEE EE EE DE FECE RE RN ERR 20 siness SAP BUS
6. There are 2 ways to refresh a report 6 1 1 Direct Entry of Parameters Method The User Prompt Input panel on the left hand side of the screen can be expanded to show all available prompts for the report User Prompt Input If you know the parameters type them I Advanced 3E Run e directly into the prompt boxes Then click the Run icon Box 1 Enter Programme Level Code UG PT PR UG Be aware that you must type the Enter Subject Code e g EN parameter in the correct format The report will not show any data if you Enter Term e g 200809 deviate from the recommended format STRA Delisted as eg If you are not sure of the parameters you cannot type them in directly and must refresh the report using the next method 6 1 2 List of Values Method If you need to refer to a List of Values for each prompt click on the Refresh Data button in the top right corner of the report window 53 Refresh Data Or click on the Advanced button on the User Prompt Input panel User Prompt Input zs Run The Prompts window then opens 12 of 20 9 SAP BusinessObjects SAP BUSINESSOBJECTS INFOVIEW SAP BusinessObjects Prompts Reply to prompts before running the query v Enter Programme Level Code e g UG PT PR UG v Enter Subject Code e g EN EN v Enter Term e g 200809 201112 Refresh Values te Enter Programme Level Code e g UG PT PR rogramme Level Code us G
7. to show you the basics and help you get started with Infoview Please read it carefully and refer to it for guidance 3 of 20 ru SAP BUSINESSOBJECTS INFOVIEW SAP BusinessObjects 2 Logging In to I nfoview Infoview operates through an Internet browser either Microsoft Internet Explorer or Firefox for PC users or for Macintosh users Safari Double click on your desktop shortcut icon for Infoview to launch your browser to the login page of Infoview Li InFoview The login box looks like this a SAP BusinessObjects Log On to InfoView Help Enter your user information and click Log On If you are unsure of your account information contact your system administrator User Name URYR305 Password eeeeeee Authentication Windows AD v User Name Enter your usual Computer Centre username Password Enter your usual Computer Centre password case sensitive Authentication Ensure this is set to Windows AD Then click the Log On button to log into Infoview 4 of 20 SAP BUSINESSOBJECTS INFOVIEW SAP BusinessObjects 3 Navigating the I nfoview Environment 3 1 Home Page The first screen you will see after logging in is the Home Page This is divided into two main sections 1 The Header Panel 2 The Workspace Panel SAP BUSINESSOBJECTS INFOVIEW SAP BusinessObjects S8 Home Document List Open Send To Dashboards Help Preferences About Log Out Welcome UR
8. your General Preferences if you applied the setting to open a document in a new window an additional Internet browser window will open when you double click on the document In the case of a report the data displayed will be from when it was originally published You need to refresh the report to see your required data which usually involves entering specific parameters at the prompts Some reports may not have prompts these can be refreshed by clicking the 5 8 button in the top right corner of the report window Reports may have tabs at the bottom e g Box 1 and 2 below which display the same report in a different way For example many reports displaying student data have students ordered by surname on one tab and in ID candidate number order on another Alternatively a report may have different queries represented on individual tabs or some tabs may have the data displayed in different formats e g graphs Once you ve refreshed the report see 6 1 ensure you have the tab you require selected of Dakrop latallagenco Cand detsHiumsbesn iy CRM Winds Internet Esplarer B fae Beten Data n A ties Koval Holloway Unrersitr of London CONFIDENTIAL zandidate Humbars by CRN CRH 60444 Hm jae Name Fiat Name pase Hame seeder ID mien Programme k R TM iti Wi IR la photo oS 11 of 20 9 SAP BusinessObjects SAP BUSINESSOBJECTS INFOVIEW 6 1 Refreshing a Report
9. INESSOBJECTS INFOVIEW 1 What is I nfoview Infoview is the tool we use to report out data held in a database for example Banner It is external to the database system but interfaces with it to extract data in a pre defined format Reports may be used for a variety of functions and can be stand alone or used as a basis for an additional process Banner operates very much on an individual basis so you can look up students courses and sections one at a time but viewing all the students in your department for example is usually not possible in Banner That s where Infoview comes in as it allows a mass extract of the Banner data to be displayed to you which can then be viewed and printed or downloaded and further manipulated Infoview is entirely web based and is accessed via a web browser i e Internet Explorer View only reports are available through Infoview as well as Excel Word PDF and PowerPoint documents if they are published to the central repository Throughout this guide there are references to documents for this reason though usually the document in question would be a report Content available through Infoview is typically student data which should be treated as confidential Therefore if you wish to print content please make sure it is stored in a Secure location and restrict access to authorised staff only This is also true for files saved from Infoview in PDF or Excel format This guide has been produced
10. Infoview XI R3 User Guide 1 of 20 SAP BUSINESSOBJECTS INFOVIEW t WHAT T5 INEFOVI EW aasseviueui di REX DEREN URKRUICE RERO HIERRO IURE DAN RR rin CR DON 3 2 LOGGING IN TO NFOVI EW 3isssusxunskwi tu EARNEM MEAS MEER EVE ANNE ERE EI E AR M RR Wr IR 4 3 NAVIGATING THE I NFOVI EW ENVIRONMENT csccscsscsscsnesceseeseeneenennees 5 3 1 Home PaGe ioinibvsss si suena pu Da IE vs aU si EVex PEDE UEE FUE VvapEORU CusG EO uc VavavaF VavREaU S VavaV aS aERUR E RVRVR VR E a BUR SER EM UTE 5 3 2 Ihe Header Pallel isia dit icd utu ERE UFQUC UO RERO UP ERG RO FR RC ER ur R N VE CU UT T ER OP DN RD EHE 5 3 3 VION SACS Panel isset onssdE VERVEU VENUE URQ MI BUMSMUMVUUE NNNM REM NONE P DCOLNEU NI NMUEVEUN EUREN 6 3 4 Maximising the Workspace 1 oeieoeo eese erae nene neon nuu nu ne nunu nuu uuau uu uana nuu a uana uana nan 6 3 5 Document List amp Workspace Toolbar e erro errore eee enr nennen nnn 6 ES iad Ug Au Ri PIT III T III ITI 7 3 Details PallelsisippE nid or P VERE NERUAN RUN DECMI ken CNU RUNG 2M Qu XI VEU EEA 7 3 9 DISCUSSIONS Panel iieccccsaaii nrnoknororipii Ko arn if n RR nnn uM RED 7 3 9 The Full TATOVICW SCFEeeD ise rneriwitniki EVER EK UNE iC qi E ESN OR EMI GU wi A E Gir iri WOibii v inV IrU MG a fpa RIDV Ew RTI UN RYMER RE 8 4 SETTLING USER PREFERENCES isiwwiaaR wi rH AR RR Rt RR RR Rc 8 4 1 General Preferences ossssereesievairedas a EWPu FEED
11. M pe gdt yew insert Format Jods Qua UweOffhie window Hep Adobe POI i did id ee re a IE ac f 1O M Xx 2liU dd E An 10 B J U KE E Bu v A Final Grade B C E F G H J K FinaiCourse Number Credit Value Enrolled Total Credit Value Enrolled Grade Mode Reg Status Reg Term Code Studem ID Student_Lasiname Student Firstname CRN Title it 15 HE 200708 100602112 C 8 60141 Introduction 200700 100502113 F G 60141 Introduction 200708 100500114 H S 60141 Introduction 2U0 U8 100473448 K C 60141 Introduction JAIWUH 1004984498 H 60141 Introduct 200700 100497450 L 60141 Introduction 200708 100496451 200708 100495452 B 200700 100494453 R 200708 100493454 A 200708 100492455 K 200700 100491456 H 200708 100430457 M AWO 10459455 H US U uP uh uh U cOOCCOUOGZJ BO141 Introduction 6141 Intradisci 60141 Introduction 60141 Introduction 60141 Intradixci 60141 Introduction 60141 Introduction 6141 Intradiscl B0141 Introduect 60141 Introduction BO141 Introduction 6141 Introduect 60141 Introduction 60141 Introduction 900 TOmzzxmocrm AWO 1004588459 D 200700 100487460 D 200708 100486461 L AWO 10455457 H 200700 100484463 E 200708 100483464 H ALIUM 1004572456 N 200700 100481466 L 200708 100480467 M 20703 10047 9458 R 200700 100470469 C 200700 100477470 F 200708 100476471 S JU 100475477 cOOCCOO cooc Irc B0141 Introduction 60141 Introduction 60141 Introduction 60141 Introduction 60141 Introduction 60141 Introductio
12. YR305 Navigate Personalize View your Inbox Favorites or Document Lists Use the Help to learn Change your InfoView start page viewing options and preferences more about InfoView for daily tasks gj Document List Preferences Ez My Favorites A My Inbox Rz Information OnDemand Services Help 3 2 The Header Panel Contains the Infoview Toolbar which allows you to perform various actions by clicking the relevant button S Home Document List Open Send To Dashboards Help Preferences About Log Out Key to Toolbar Returns you to Homepage Document List Displays the Document List Opens some Infoview features like Encyclopaedia Sends an object or instance to a destination Dashboards Access to dashboards and analytics 5 of 20 SAP BUSINESSOBJECTS INFOVIEW SAP BusinessObjects Hep Displays the Infoview online help Allows you to set how information is displayed Infoview product details Logs you a 3 3 Workspace Panel The Workspace is the main portion of the Infoview screen where content is displayed It is where you would view and schedule Infoview reports set your preferences browse through the Document List etc Toolbars and other options within the Workspace panel will change depending on what you are currently doing 3 4 Maximising the Workspace Some panels in Infoview can be hidden and re displayed by clicking on the Hide Show icons which look like this
13. and then click the next to the folder relevant for you This may display sub folders which you need to drill down further into or could be the top level folder You need to know which folder the document you require is in Click the relevant folder to see its contents displayed in the Workspace Documents are listed alphabetically and if the maximum to display on the page has been set to 100 all the documents contained within that folder are accessible by scrolling down f your folder contains more than 100 reports change your maximum documents to display to a higher value in the Preferences All Title Last Run F Type Owner Instances E My Favorites CandidateNumbers by Programme Cc Desktop Intelligence Repc Administrator 0 C Inbox 27th October 2005 Creation E Public Folders Essay Submission Sheet Desktop Intelligence Repc Administrator 0 Er ii Departmental Administrators A Assessment amp Exam Boards 10 of 20 M SAP BusinessObjects SAP BUSINESSOBJECTS INFOVIEW You can see which folder is currently selected by whichever one is highlighted in blue in the Tree Panel NB some folders may contain documents other than Desktop Intelligence reports e g PDFs or Word documents but they will appear in the Workspace Panel in the same way as a report with the appropriate file type displayed in the Type column Select a document by single clicking Open a document by double clicking 6 Running a Report In
14. and you may need to try again Bear in mind some reports are more complex than others and return more data These take longer to refresh If you want to cancel a refresh press the ESC key on the keyboard to abort 6 1 3 After the Report has Refreshed The default View Mode is to only show one page of data at a time so if the report takes up multiple pages only the first page is shown even if you scroll down To see the additional pages you need to click the Next Page button at the top of the screen Box 1 Ho a Most reports should have a Page Number at the bottom of each page of the report so you can see the total number of pages for the report To see the full report and scroll down through the pages you must change the View setting gt Desktop Intelligence CazsszsteNumbers by CRN Wi NNI 3 Document View Ta User Prompt Input Page mod PDF mode Enter Program PT PR Enter Subject C rm Status Bar Enter Term e g 2008089 201011 Click on the drop down arrow next to the View button Box 1 and select Draft mode to see the report on one continuous page HTML format no page numbers or select PDF mode to view a paginated report scrollable with a PDF side bar to jump to bookmarks or specific pages 14 of 20 9 SAP BusinessObjects SAP BUSINESSOBJECTS INFOVIEW IC Draft HTML mode pem vum al uM er im 5 humi iia a C
15. andi sts Kembara by CRM ee ee ee T UN Tieton To lkedieval Lraratunm Ein eo Bie edger Cam m ER sem CONF A roe X GHUIN A COMETH A DET A PROPTER A DRM n CASTE n AIG A rie d fT d I n l E CTs n CHET E 10607 Mee tite m IE n buS a bH d Ae d ee cC fT C Dep C usar c Use this mode for when you want to quickly view the data in the report or when you want to find one particular piece of data For that you can use the Find functionality At the bottom of the Prompts panel is the Find button al Click this and the Prompts panel will change to the panel to the Find panel Find Find ype your text here Options C Match whole word _ Match case Direction Up Down Enter your search criteria into the box indicated and click the Find Next button to jump to wherever that data item appears in the report A common use for this might be to enter a Student ID to jump to them in the report PDF Mode TTE rU Tia spe is bulb dz salsa ali dcc er m HET id 15 of 20 SAP BUSINESSOBJECTS INFOVIEW Use this View when you want to retain the pages and layout of the report You can scroll down through the report or select Pages or Bookmarks using the bar to the left of the report You cannot use the Find feature as you can in Draft HTML mode but you can use a Search feature within the PDF underneath the Bookmarks
16. der in Infoview you can select to always see this folder first as default by clicking the radio button and clicking Browse and then select the appropriate folder Document Navigation View Folder Category We recommend setting this to Folder as the Infoview repository is organised by folders There should be no need to refer to Categories Set the number of objects max per page 100 Objects in this case means documents We strongly recommend setting this to 100 so you see all documents within a Folder on one page since folders do not generally contain more than 100 documents Otherwise you might not be able to see all the documents available without scrolling to the bottom and clicking the Next Page number icon If a folder contains more than 100 documents return to this Preference and increase the maximum Document List Display description owner date instance count All boxes should be ticked so you can see the full details of each document Bear in mind that not all documents will have a Description this is additional information about the document not the title and Owner in this case means the individual user who published the document to the repository Document Viewing In the InfoView portal In a single fullscreen browser window one document at a time In multiple fullscreen browser windows one window for each document This option specifies how your selected document will be dis
17. ect a Folder in the Tree Panel its contents appear in the Details Panel 3 7 Details Panel The Details Panel is visible when you view the Document List and displays the contents of the folder selected from the Tree Panel The order documents are displayed in can be changed using sorts and they can be modified viewed organised or scheduled if you have the appropriate access rights 3 8 Discussions Panel The Discussions Panel will be covered in a later section in this user guide To display it click the icon in the bottom right hand corner of the Workspace 7 of 20 SAP BUSINESSOBJECTS INFOVIEW 3 9 The Full Infoview Screen Header Panel S Home Document List Open Send To Dashboards Help Preferences About Log Out E All Title Last Run F Type Owner ime My Favorites Current Students By Department Inc Interi Desktop Intelligence Report Administrator C3 Inbox E Public Folders Current Students By Department Inc Interi 29 May 2012 11 26 Web Intelligence Report Administrator E Departmental Administrators E Assessment amp Exam Boards Registrations for selected Grade Mode Desktop Intelligence Report Administrator 9 E E Departmental Specific Registrations for selected Grade Mode Web Intelligence Report Administrator amp 7 og Swan Undergraduates 29 May 2012 15 11 Desktop Intelligence Report Administrator 9 f Swan Undergraduates Web Intelligence Report Administrator Wee
18. ia still open the details will refresh for the selected report To close the Encyclopedia panel click on the tab icon Box 2 Please bear in mind that not all reports will have an Encyclopedia entry 19 of 20 siness SAP BUSINESSOBJECTS INFOVIEW SAP BusinessObjects SAP BUSINESSOBJECTS INFOVIEW EERE S Home Dod Open Send To Dashboards Help Preferences About Log Out ler v Ai y s Searchtile 2 LN Edit All Title Last Run F Type Owner Instar Overview intl My Favorites Testing Folder URYR305 g te pz bit CandidateNumbers by CRN Description E Public Folders Averages amp Progression Decisi Desktop Intelliger URYR305 0 H E Academic Co ordii Purpose H Admissions Banner Statement of Results Desktop Intelliger URYR305 w sn provides a list of Candidate Numbers for all students registered on each course section for all courses within E Careers Service T candidateNumbers _by_CRN Desktop Intellige URYR305 a department Ha e students can be viewed in Candidate Number order or SE Departmental Adn in Surname order 1 Academic Hist CandidateNumbers by Progra Desktop Intelliger URYR305 E Applicants and 27th October 2005 Creation Usage H gt Assessment amp CandidateNumbers by Subjec Desktop Intelliger URYR305 0 Prompts 27th October 2005 Creati
19. kly Seminar Sign In Sheet by Course Desktop Intelligence Report Administrator Weekly Sign In Register by Course Desktop Intelligence Report Administrator ki Weekly Sian In Renister hv CRN Neskton Intellinence Renart Administrator li 9 New Add Organize Actions Search title JPN 1sr 1u9euinoo wv gt Total 13 objects x Discussions Panel 4 Setting User Preferences J y 2 D 25 em e This section describes what each of the preferences is for and provides the recommended setting It is strongly suggested that you configure your preferences after logging in they will then be saved for every subsequent login 4 1 General Preferences Click the Preferences button on the Header Panel Toolbar The Preferences page will appear in the Workspace Panel The General preferences are the only ones you need to use They are specific to your username and will be retained for all subsequent logins so you only need to set them once General InfoView Start Page Home My InfoView Favorites Inbox O Folder unspecified O category unspecfed dashboard unspectied InfoView Page Layout unspecified Browse Page Layout 8 of 20 3 SAP BusinessObjects SAP BUSINESSOBJECTS INFOVIEW We recommend this is set to Home so when you log in to Infoview you will see the Home page first If you only ever use a single Fol
20. ld be blocked To override this hold down the CTRL key on the keyboard before you click which format you want You will then see the File Download window If you want to open the file to view the data you need to hold down CTRL before you click Open to override the pop up blocker again File Download La File Download Do you want to open or save this file Do you want to open or save this file oA Mame CandidateNumbers_by CRM xls ET Mame CandidateMumbers by CRM pdf H Type Microsoft Office Excel 97 2003 Worksheet 1 64MB oe Type Adobe Acrobat Document 1 54MB From testreports rhul ac uk From testreports rhul ac uk ig i While files from the Internet can be useful some files can potentially xs While files from the Internet can be useful same files can potentially o harm your computer IF vau do nat trust the source do not open or WEE harm your computer IF you do not trust the source do not open or C save this file What s the risk 7 save this file What s the risk 7 2 Saving a Report in Excel format Exporting to Excel Saving in Excel format is essentially exporting the report into an Excel spreadsheet representing the report as you see it in Infoview but within the cells columns and rows of Excel Sometimes this format isn t suitable for a report depending on the layout if a report is heavily formatted with multiple sections breaks headers and non standard columns it won t translate very well to the Excel format Of
21. n 60141 Introduction 60141 Introduction 3 SMB win bleblan eb eh ee eh ele eh ee ed ee eh ee ed eh ed ee eb n5 TPP U 4h OF 4h 68 U uh Or UP 4 698 UP 485 O9 UP uh E in t coo XmO20 7737200Xx Mee tee talk 2ooo gt M csv Student Course Registrations By Tk gt CAPS NUM i NB Whenever a report is saved into Excel PDF and CSV format it ceases to become live data it won t be refreshed dynamically Therefore if you save a report you should use the data immediately to ensure it is up to date otherwise refresh the report again in Infoview and save the file again 8 Searching for a Report 3 New Add Organize Actions Searchtitle 4 1 lofi The Workspace Toolbar contains an option to search for a report This can help you locate a specific report without needing to scroll through the entire list or if you dont know which folder it s in The Search title search will look through all the reports you 18 of 20 SAP BusinessObjects SAP BUSINESSOBJECTS INFOVIEW have access to and find any where the title is a complete or partial match to the text you ve searched on There are other searches available from the drop down but the Search title is the recommended search Type your search criteria into the search field and click the icon on the right Only documents that meet your search criteria will be displayed in the Workspace Panel If the result
22. on Attendance Mc um Enter Programme Level Code e g UG J Departmental CandidateNumbers Visiting St Desktop Intelliger URYR283 0 Enter Subject Code e g EN E Postgraduate F 27th October 2005 Creation a E Progs Course Component Mark Checking S Desktop Intelliger URYR305 0 Comments on use E Registers Best to view print in PDF format and use the PDF E RHI Programm Component Mark Checking S Desktop Intelliger URYR305 0 navigation bar to select the section you want by CRN name or course code Can also be saved as a CSV file EJ Specialist Rep for further manipulation B Start of Sessio Component Marks All Course Desktop Intelliger URYR305 0 a Tabs lt Tm gt Jil gt Total 41 objects Ordered by Candidate Number Ordered by Surname Business Questions Glossary Terms Guided Analysis inam 7 9 2 Scheduling Reports This option allows you to take snapshots of the data at specified times and over a set period for example scheduling a report to run every day at 10am and 3pm Reports can be scheduled to run overnight so the results are waiting for you first thing in the morning to reduce time spent running reports during office hours nr La r Wi m LI iha ete AEN a m MrT many ram herd ee map Jimin mi Westen AERE x ml icu AMT m ies Isuri x Ta al soa Cer p L IL rab medi t eoe ums e icum m Haime om Ti pBh llama Em comm
23. played The above setting opens it in a new browser window If you open another document it will display in this new window overwriting the previous content To have multiple documents open simultaneously each in a separate window select the third option though be aware it can often be confusing having multiple Infoview windows open and the recommended setting is to stick to one document at a time 9 of 20 siness SAP BUSINESSOBJECTS INFOVIEW Product Locale Use browser locale Current Time Zone Local to web server v Preferred Viewing Locale Use browser locale he These settings ensure your documents have the correct date and time stamp leave them set to the defaults Once you have completed your settings click OK to save them this returns you to the Home page view 5 Selecting a Report Click the Document List button to display the Tree Panel on the left hand side of your Workspace P I My Favorites j E inbox 3 Public Folders Er i Departmental Administrators D E Assessment amp Exam Boards E iz Departmental Specific Some folders may have a icon next to them this is an indication that the folder contains sub folders If you click the the folder will expand to show the sub folders it contains in a branching structure If a folder does not have next to it it is the end of that particular branch To access documents click on the icon for the Public Folders folder
24. s are not correct you may need to perform another search and you can use incomplete entries e g Prog to find reports with Prog in the title To do a more sophisticated search select the Advanced Search option from the Search button drop down and fill it out as required Search by Location Public Folder C Private Folder C Inbox Folder C Corporate Categories C Personal Categories Search by Keyword Search by Title Search by Description Search by Owner Search by Type All v Don t Search by Time Search by Last Modification Time Start 13 v 30 v 13 7 2012 End 13 v 30 v 13 7 2012 9 Additional Features of I nfoview 9 1 Encyclopedia Reports and other documents are usually given a title that makes it clear what the report is for However for more detailed information about a report such as exactly what it is used for what prompts if any you can expect and comments on usage refer to the Encyclopedia entry for that report To access the Encyclopedia first select the report with a single left click so it is highlighted in blue Next click on the Open button Box 1 and select Encyclopedia This will open the Encyclopedia panel on the right side of the screen Box 2 In the Overview section you can see the Title Description if populated Purpose and Usage for the report If you click a different report with the Encycloped
25. ten you will need to adjust columns and rows and may need to un merge cells You may need to use CSV format instead see section 7 4 7 3 Saving a Report in PDF format Use the method above but select PDF from the Save to my computer as list or if you have selected PDF mode as your View option click the Save button on the Acrobat toolbar Box 1 You cannot save a report displayed in PDF format as an Excel or CSV file You need to switch back to HTML mode using this button on the top left corner View in HTML format 17 of 20 CN SAP BusinessObjects SAP BUSINESSOBJECTS INFOVIEW 7 4 Saving a Report in CSV Format CSV Comma Separated Values is a file format that is opened in Excel It displays all the items of data one item per cell organised in columns This can be useful for manipulating data removing unwanted columns editing data items and for using the data for other purposes e g a mail merge Warning this format may produce multiple rows for the same student depending on the report setup You may also find that additional columns that were not visible on the report are displayed in the CSV this is due to some data items being used as conditions within the report but do not need to be shown You can delete any columns that you don t need An example of a CSV file output in Excel a report saved in CSV format opened in Excel E Microsoft Excel Student Course Registrations By Dept 1 csv fc E H
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