SAP BusinessObjects Web Intelligence User's Guide

1 PUBLIC. SAP BusinessObjects Business Intelligence Suite Document Version: Support Package 4 2018-11-15. SAP BusinessObjects Web Intelligence User's Guide 2018 SAP SE or an SAP affiliate company. All rights reserved. THE BEST RUN. Content 1 What's new, how and where to get help.. 12. Documentation for SAP BusinessObjects Web Intelligence .. 12. What's New in SP4.. 13. To access online help.. 17. To access the Web Intelligence Guide via the internet..17. 2 About Web Intelligence .. 19. Getting to know Web Intelligence and the BI Launch Pad.. 20. About the Web Intelligence interfaces.. 20. Application components.. 26. Understanding the BI launch pad..27. Configuring Web Intelligence Rich Client.. 32. To install Web Intelligence Rich Client from the BI launch pad.. 32. To install Web Intelligence Rich Client from the SAP Software Download Center.. 33. Online help in a Web Intelligence Rich Client installation..34. Web Intelligence Rich Client processes.

2 35. Connection modes.. 36. Connection modes in Web Intelligence Rich Client.. 43. To set the default universe for a document.. 44. To set viewing preferences.. 45. To change your password.. 45. Setting up preferences, the interface and the document locale.. 46. About setting Web Intelligence preferences.. 46. Interface and document locales.. 50. Selecting the measurement unit.. 57. Increasing or decreasing the display size of a report in Web Intelligence .. 58. 3 Building and running queries.. 59. Introduction to query building.. 59. Building and running queries.. 60. Objects available in queries.. 61. About query and document user rights .. 67. Non-hierarchical queries..67. Hierarchical queries.. 68. To create a document without a data source..70. Building queries on universes.. 71. Building queries on data files.. 103. SAP BusinessObjects Web Intelligence User's Guide 2 PUBLIC Content Building queries on BEx queries.

3 107. Building queries on SAP HANA views with SAP HANA Direct Access.. 142. Building queries on SAP HANA views in SAP HANA Online mode..149. Building queries on relational connections using Free-Hand SQL statements.. 158. Building queries on Analysis View data sources.. 163. Building queries on web service data sources.. 164. To create a query on a different data source in an existing document.. 169. The Data mode in Web Intelligence ..169. To open for edit the data provider of an existing query.. 172. To set the keydates of queries.. 173. To preview query results.. 173. To sort query results.. 174. Interrupting and canceling queries.. 174. To remove a query.. 176. To duplicate a query.. 177. Changing the data source of a query..177. Working with multiple queries and data providers.. 183. Refreshing queries in parallel.. 185. Filtering data using query filters..188. Filtering data with query prompts.. 207. Filtering data using subqueries.

4 219. 4 Reporting data.. 223. Introduction to reporting.. 223. Working with reports.. 223. Web Intelligence features that are supported in reports for mobile devices.. 224. To rename a report..226. To duplicate a report.. 226. To delete a report.. 227. To change the order of reports..227. To add a report.. 228. Viewing document properties.. 228. Hierarchical and non-hierarchical data.. 234. Finding text in a report page.. 248. Viewing modes.. 249. Folding and unfolding report data.. 252. Formatting the report layout.. 253. Reusing report elements in other documents.. 257. Printing reports.. 258. Tracking changes in data.. 259. Highlighting data using conditional formatting.. 269. Ranking report data.. 275. SAP BusinessObjects Web Intelligence User's Guide Content PUBLIC 3. Merging data from dimensions and hierarchies..283. Formatting your reports using Cascading Style Sheets.. 298. Enhancing reports with calculations, formulas and variables.

5 308. Displaying data in tables.. 319. Displaying data in free-standing cells.. 357. Formatting numbers and dates.. 359. Using sections to group data..366. Using breaks.. 373. Using sorts to organize data in reports.. 377. Working with charts in reports.. 381. Chart types.. 382. Custom Elements.. 395. Opening charts created with XI Web Intelligence .. 395. To add a chart to a report.. 396. To add a custom element to a report.. 396. Assigning data to a chart.. 397. Geo-qualifying an object for a geomap chart..399. To remove a chart.. 405. To copy a chart.. 405. Turning hierarchical queries into charts.. 406. To set the position of a table or chart on the report page.. 407. To position a chart in relation to another chart or table.. 408. Formulas in chart elements.. 408. Formatting charts.. 409. Linking to other documents.. 444. Cells defined as a hyperlink..445. A hyperlink associated with a cell.. 446. Linking to another document in the CMS.

6 447. To open a document from a hyperlink.. 452. To edit a hyperlink in a cell.. 452. To delete a hyperlink.. 452. Formatting hyperlink colors.. 453. Saving and exporting documents, reports and data in Web Intelligence .. 453. To save a document as an Excel spreadsheet.. 455. To save a document as a PDF file.. 456. To save a document in the corporate repository.. 457. To save a document as a text file.. 458. To save document data in a CSV file..459. Saving data in a document in a CSV archive zip file.. 460. Exporting documents, reports or data.. 460. To export a document.. 461. SAP BusinessObjects Web Intelligence User's Guide 4 PUBLIC Content Exporting HTML Code, URLs, and Images to Excel Spreadsheets and PDF Files.. 462. Autosaved documents.. 463. 5 Collaborating and sharing data.. 466. Commenting on report data..466. Comments restrictions and limitations..467. Security rights..468. To make a global comment with a free cell.

7 469. To comment on a report section.. 470. To comment on a cell.. 471. To comment on a block.. 471. To reply to a comment.. 472. To delete a comment.. 472. To copy a comment thread.. 473. Cleaning up comments from the database.. 474. To clean up comments in the database.. 474. Displaying a specific comment.. 474. Saving a document with its comments.. 476. Using shared elements to share report parts.. 476. Shared elements restrictions..477. To create a shared element.. 478. To insert a shared element using the toolbar.. 479. To insert a shared element using the Side Panel.. 479. Document and shared element synchronization.. 480. Updating a shared element..480. To update a shared element manually.. 481. To update a shared element automatically.. 482. To unlink a shared element from a document.. 482. To unlink a specific instance of a shared element from a document..483. To search for shared elements.. 484. To edit the properties of a shared element.

8 484. Modifying the content of a shared element linked to a document.. 485. Editing the content of a shared element in the CMS repository.. 485. 6 Analyzing data.. 486. Introduction to data analysis.. 486. Drilling on report data.. 486. Retrieving more levels of data to the report..487. Drill paths and hierarchies.. 488. Prompt when drill requires additional data option.. 488. Setting drill options.. 489. To switch to drill mode.. 492. SAP BusinessObjects Web Intelligence User's Guide Content PUBLIC 5. To choose a drill path when more than one is available..492. To take a snapshot of report drill results.. 493. Drilling on measures in tables and sections.. 493. Drilling on dimensions in tables and sections.. 494. Drilling on charts.. 499. Using filters when you drill.. 504. Saving reports with drill filters.. 505. Refreshing data in a drilled report with prompts.. 505. Drilling with query drill.. 505. Filtering report data.

9 509. Query filters and report filters compared.. 509. Report filter operators.. 510. Types of report filter.. 513. To create, edit, and delete standard report filters.. 513. Using simple report filters.. 517. To create nested filters in a report.. 519. Filtering data with prompts.. 519. Filtering data using input controls..524. Using input controls with hierarchical data.. 525. Available input controls.. 526. To add an input control.. 527. To reuse an input control in another report within a Web Intelligence document.. 529. To edit an input control..530. To view input control dependencies.. 530. To organize input controls.. 531. To define a table or chart as an input control.. 531. To filter data using input controls..532. Filtering data dynamically with groups of input controls.. 533. Input controls eligible to groups and dynamic filtering.. 534. To create a group of input controls..535. To create a filter path.

10 536. To reset a filter path.. 537. To add an input control to a group.. 537. To remove an input control from a group.. 538. To move an input control to another group.. 538. To delete a group.. 539. Example: Creating a filter path.. 539. Using functions, formulas and calculations for data analysis.. 540. Document History: Web Intelligence Functions, Formulas and Calculations.. 540. About this Guide .. 541. Using standard and custom calculations.. 542. SAP BusinessObjects Web Intelligence User's Guide 6 PUBLIC Content Understanding calculation contexts.. 551. Calculating values with smart measures..563. Functions, operators and keywords.. 571. Building custom functions.. 793. Troubleshooting formulas..805. Comparing values using functions.. 812. 7 Scheduling and publishing documents.. 821. Introduction to scheduling and publishing.. 821. Scheduling and publishing concepts.. 821. Scheduling documents..842. Publishing documents.