Business Objects XI: The Complete Reference.

Format:

Book

Author/Creator:

Howson, Cindi.

Contributor:

GIC Course Text Collection (University of Pennsylvania)

Language:

English

Subjects (All):

Business.

Local Subjects:

Business.

Summary:

Publish actionable business reports across your enterprise using BusinessObjects XI and the detailed information contained in this one-stop resource. BusinessObjects XI: The Complete Reference explains, step-by-step, how to design and build powerful universes, integrate security, execute efficient queries, and distribute the results.

You'll learn how to create an implementation strategy that fits your business goals, define and manage users, and integrate your reports into Web and Windows applications. All of the new and updated features of BusinessObjects XI Release 2 are covered in full detail, including the new architecture, Designer, security through the Central Management Console, InfoView, Web Intelligence, Desktop Intelligence, report scheduling, and auditing usage.

Contents:

Part I Getting Ready for BusinessObjects XI

1 Introduction to Business Intelligence 3

The Background of Business Intelligence 3

A Broader BI Suite 10

The History of Business Objects the Company 19

The Future 21

2 Goals of Deploying BusinessObjects XI 23

IT Goals 24

Business Goals 27

BI Standardization: A Joint Goal 30

Measures of Success 31

3 Understanding Your Users 37

What Is Segmentation? 37

Others Who Affect Implementation Efforts 41

When to Analyze Segments 44

Project Roles 44

4 Marketing BusinessObjects XI 49

When to Develop a Marketing Plan 49

Elements of a BI Marketing Plan 50

Situation Analysis 50

Marketing Mix: The Four Ps 53

Approaches to Training 60

Customizing per Segment 61

5 Under the Covers: Migrating to a New Architecture 63

File-Based Repository 63

Optimized Processes 65

Migration 67

Import Wizard 79

Report Conversion 85

Part II A Better Universe

6 Universe Design Principles 93

Keep It Simple 93

Align with Business Goals 95

Evolving the Universe 96

Universe Components 98

How Designer Works 103

Crystal Business Views 105

7 Using Designer to Build a Basic Universe 107

Launching Designer 107

Opening a Universe 108

Folders and Domains 109

Designer Workspace 110

Designer Toolbars 110

Universe Parameters 114

Universe Connections 131

Designer Options 138

Quick Design Wizard 139

8 Universe Joins 143

Join Graphics 143

Basic Joins 146

Outer Joins 150

About ANSI 92 or SQL 92 153

Loops and Contexts 154

Composite Keys and Complex Joins 168

Aliases 171

Self-Joins and Aliases 175

Shortcut Joins 177

9 Classes and Objects 179

The Universe Pane 179

Types of Objects 180

Object Ordering 183

Naming Conventions 185

Working with Classes and Objects 187

Modify a Detail or Attribute 200

Insert a Measure 201

Object Formats 204

10 List of Values 207

How List of Values Works 207

List of Values Settings 210

Simple Customization 212

Reusable Lists of Values 225

Incorporating Personal Data Files 226

11 Advanced Objects 229

Reducing Maintenance with Base Objects and @Select 229

The SQL Editor 230

Some Caveats about SQL Functions 230

Condition Objects 234

Objects with Prompts: Interactive Objects 239

Aggregate Awareness 244

Derived Tables 256

HTML Links 258

Popular SQL Functions 261

12 Multidimensional Analysis 273

What Is Multidimensional Analysis? 273

Time Hierarchy 274

OLAP Universes 278

13 Securing the System 283

The Enterprise Environment: What Needs Securing 283

Introducing the Central Management Console 284

Authentication 288

Planning for Authorization 294

Centralized or Decentralized Security: Who's My Supervisor? 304

Granting Access to Universes 307

Further Securing the Data: Column- and Row-Level Security 309

14 Design Principles: Where to Put the Intelligence 329

What Is Intelligence? 329

Places for Intelligence 330

Evaluating the Pros and Cons of Each Alternative 331

15 Minimizing Universe Maintenance 347

Linked Universes 347

What Gets Linked 349

How Linking Works 350

How to Add a Link 350

Permanently Importing Universe Components 352

Removing a Link 353

Object Sort Order 353

Approaches to Development, Test, and Production Universes 354

Multiple Designers 365

Metadata Integration 367

16 Getting Ready for Production 369

Universe Integrity 369

Universe Documentation 373

Quality Assurance Checklist 377

Benchmark Reports 380

Monitoring User Activity 384

Part III Reporting and Analysis

17 Navigating InfoView 393

Logging In to InfoView 393

The InfoView Panels 396

Accessing Documents 400

InfoView Preferences 404

My InfoView Dashboard 412

18 Working with Documents 417

Opening a Document 417

Understanding a Document's Structure 420

Components of a Report 421

Refreshing a Document 423

Handling Prompts and Lists of Values 425

Saving Documents 429

Scheduling a Document 431

Logging Off 439

19 Analyzing the Data 441

The HTML Interactive Viewer 441

Block Types 443

Master/Detail 447

Sort 449

Breaks 450

Calculations 452

Filter 454

Ranking 459

Drill 463

Drill Through To Detail 470

Sharing Your Analysis: Discussions 472

20 Creating a New Query 475

Formulating a Business Question 475

Choosing a Query Panel 476

The Query Panel 479

Result Objects 482

Query Filters 484

Query Options 492

OLAP Access 495

21 Advanced Report and Chart Formatting 497

The Formatting Toolbar 497

What and How to Format 499

Formatting a Cell 499

Formatting in the Java Report Panel 504

Structure Mode 512

Formatting a Chart 525

Page Layout 530

Formatting Master/Detail Reports 533

User Settings 534

22 Formulas and Variables 535

Web Intelligence Functions 535

Types of Formulas 540

Syntax Differences Between Web Intelligence and Desktop Intelligence 540

Creating a Formula Step-by-Step 541

Saving Formulas as Variables 545

Using Operators in Formulas 548

Using Functions in Formulas 550

Creating Variables in Desktop Intelligence 588

23 Complex Queries 591

Multipass Queries 591

Multiple Data Providers 594

Measure Conditions/Having Clause 599

Complex Query Filters 599

Subqueries 606

Object Equal to Another Object 609

24 Desktop Intelligence 611

Why Desktop Intelligence 611

Online Mode vs. Offline Mode 612

Types of Data Providers 615

Complex Queries 620

User-Defined Objects 624

Advanced Formatting Capabilities 624

Publishing to the Repository 634.

ISBN:

9780072262650

0072262656