Course Description
This course covers SAP BusinessObjects Web Intelligence (Webi) Report Design Level 1 and Level 2 using SAP BI Platform 4.2, the latest release by SAP. If you need to get up to speed quickly and efficiently on Webi Reporting v4.2, then this is the perfect solution for you and your team.
Release 4.2 is a major change and 75% of the material covered in this course is brand new and the learning curve is steep. In this course SAP BusinessObjects Web Intelligence Reporting Expert Michael Ward teaches you by immersing you in the details from start to finish. This online training course series comes with lectures, demos and hands-on exercises. By taking this course and engaging in all the hands-on activities you will bypass wasted hours of trial and error and learn how to utilize all the new features, review potential application uses and understand how to bypass all the pitfalls. In addition, you will receive a 50 page v4.2 SP3 User Guide.
Version 4.2 allows you to build more extensive and complex reports utilizing the many new features. You will learn how to create visualizations utilizing just Web Intelligence, how to create documents with multiple data sources including Excel and FreeHand SQL, and how to update Excel data sources.
In this course, you will be introduced to the basic concepts of producing reports. You will get an overview of the BI Launchpad Portal as well as learn about creating queries and query filters. You will learn how to format reports, utilize the SpeedMenu, and understand reporting functions, including ranking, breaking, outlining, sorting, grouping, local filtering, simple calculations, and conditional formatting, including cell format, text and variable conditional formatting.
From here we will move on to discuss the 4 major types of report blocks. You will learn how to convert report blocks utilizing features like templates and Turn Into. We’ll discuss how to apply those same concepts to create charts and you will create complex query filter prompts and learn how to mix AND/OR conditions together in a query filter. From here we jump into more complex cross table reports and look at how to apply the various report functions in cross tables. Next you will learn how to create input controls in a report/chart to do dynamic filtering, and how to apply more advance conditional formatting features to a cross table report.
Next you will learn about formulas, variables and functions, multiple data providers, advanced query filters, subqueries, drilling on reports, cross tables and charts, combination queries. Michael will show you how to create formulas, and then convert those formulas to variables. You will learn how to create complex variables using the extensive function library, how to add multiple data providers to a document and how to merge the dimensions so the report objects synchronize properly. Michael will teach you how perform data mining by using the drilling functionality. You will also learn how to hide objects, blocks and cells, how to hide sections in a report, and how to link reports and charts. There will be lab exercises throughout the course to help you practice what you’ve learned. Lab exercises require an in-house server running SAP BusinessObjects. Lab exercises are also demonstrated throughout the entire course.
There are lab exercises throughout the course to help you practice what you’ve learned, and require an in-house server running SAP BusinessObjects. Lab exercises are also demonstrated throughout the entire course.
In This Course You Will Learn:
As a result of taking this course, you will be able to:
- Work with the BI Launchpad
- Build queries, work with filters
- Use the New Copy/Paste functionality
- Utilize the speedmenu, format reports
- Apply a variety of reporting functions
- Apply calculations
- Create a variety of report format types
- Create a variety of charts
- Create complex conditions with prompts
- Create complex cross tables
- Apply formatting options, reporting functions, Input Controls, and conditional formatting to crosstab blocks
- Use conditional formatting in reports
- Create formulas and varioable
- Build advance queries
- Access multiple data providers
- Merge multiple data providers
- Create combination queries
- Create drillable reports
- Revise SQL in existing reports
Prerequisites
Basic Windows Skills
Outline
Module 00: SAP BusinessObjects Web Intelligence 4.2 Report Design Level 1 - Course Introduction
Module 01: Web Intelligence 4.2 Overview
- Web Intelligence As a Tool
- What Is a Universe?
- Web Intelligence Users
- Getting Started With Web Intelligence
- What Are Objects?
- Introduction to Blocks
Module 02: The BI Launchpad Portal
- Logging In
- Viewing/Copying Folders
- Copying Document and Hyperlinks
- Customizing BI Workspaces
Module 02a: The BI Launchpad Portal Demo
Module 03: Building the Query
- What Is a Query?
- Adding Objects
- Adding the Query
Module 03a: Building the Query Demo
Module 04: Adding the Query Filters & Demo
Module 05: Complex Filters
- Building Complex Filters
- Static Filtering
- Dynamic Filtering
Module 05a: Complex Filters Demo
Module 06: Saving Documents
- Saving Documents To Favorites
- Saving Documents To Local File Formats
- Printing Documents
Module 06a: Saving Documents Demo
Module 07: Building a Query Exercise
Module 08: Using the Speed Menu
- Adding, Duplicating, Deleting, Renaming Reports
- Using New Copy/Paste Functionality
- Inserting/Removing/Moving Columns
Module 08a: Using the Speed Menu Demo
Module 09: Formatting the Report
- Sizing Rows and Columns
- Fonts, Colors, Etc
- Hiding Objects
- Justification
- Adding Comments
Module 09a: Formatting the Report Demo
Module 10: Advanced Formatting
- Aligning Blocks
- Alternating Row Colors
- Unit of Measure
Module 10a: Advanced Formatting Demo
Module 11: Formatting the Report Exercise
Module 12: Ranking and Breaking
- Ranking
- Breaking
- Properties
Module 12a: Ranking and Breaking Demo
Module 13: Outlining and Sorting
- Outlining
- Sorting
- Custom Sorting
Module 13a: Outlining and Sorting Demo
Module 14: Functions
- Grouping
- Filtering
- Calculations
- Safe Order to Apply
Module 14a: Functions Demo
Module 15: Using Reporting Functions Exercise
Module 16: Cell Formatting
- What is Conditional Formatting
- Creating Rules
- Creating Conditions
- Applying Conditional Formatting to Reports
Module 16a: Cell Formatting Demo
Module 17: Text and Variable Rules
- Text Rules
- Format Rules
- Guidelines
Module 17a: Text and Variable Rules Demo
Module 18: Conditional Formatting Exercise
Module 19: New Features
- Creating and using Share Objects
- Creating and using Reference Cells
Module 19a: New Features Demo
Module 20: Report Block Types
- Drag and Drop
- Using Turn Into
- Using Templates
Module 20a: Report Block Types Demo
Module 21: Creating Section Reports
- Relative Positioning
- Sectioning a Report
- Formatting the Section
Module 21a: Creating Section Reports Demo
Module 22: Creating Types of Report Blocks Exercise
Module 23: Creating Charts Part 1
- Using Templates
- Using Turn Into
- Sizing Charts
Module 23a: Creating Charts Part 1 Demo
Module 24: Creating Charts Part 2
- Formatting Charts
- Changing Color Palette
Module 24a: Creating Charts Part 2 Demo
Module 25: Creating Charts Part 3
- Changing Chart Style
- Chart Dimensions
- Changing Chart Variables
Module 25a: Creating Charts Part 3 Demo
Module 26: Creating Charts Exercise
Module 27: Creating Complex Query Filters
- Creating Prompts
- Prompt Properties
- Cascading List of Values
Module 27a: Creating Complex Query Filters Demo
Module 28: Using Ands and Ors
- Creating Multiple Filters
- Using Brackets
- Mixing Ands and Ors
Module 28a: Using Ands and Ors Demo
Module 29: Creating Complex Conditions Exercise
Module 30: Intermediate Cross Tables Part 1
- Drag and Drop
- Turn Into
- Pivoting Via Headers
Module 30a: Intermediate Cross Tables Part 1 Demo
Module 31: Intermediate Cross Tables Part 2
- Displaying Row and Column Headers
- Crosstab Formatting
- Displaying Multiple Objects in the Headers
Module 31a: Intermediate Cross Tables Part 2 Demo
Module 32: Creating and Formatting Cross Tables Exercise
Module 33: Advanced Cross Tables Part 1
- Advanced Breaking
- Break Properties
- Advanced Ranking
- Rank Properties
Module 33a: Advanced Cross Tables Part 1 Demo
Module 34: Advanced Cross Tables Part 2
- Sorting/Custom Sorting
- Sorting on Properties
- Filtering on Headings
Module 34a: Advanced Cross Tables Part 2 Demo
Module 35: Input Controls
- Creating an Input Control
- Single Value/Multiple Value
- Grouping Input Controls
Module 35a: Input Controls Demo
Module 36: Advanced Cross Tables Exercise
Module 37: Conditional Formatting Part 1
- Creating Rules
- Cell Format
- Text Format
Module 37a: Conditional Formatting Part 1 Demo
Module 38: Conditional Formatting Part 2
- Variable Format
- Applying Conditional Formatting to Cross table
- Editing and Reformatting Conditional Formatting
Module 38a: Conditional Formatting Part 2 Demo
Module 39: Conditional Formatting Exercise
Module 00: Web Intelligence 4.2 Advanced Reporting - Course Introduction
Module 01: Creating Formulas and Variables
- Creating A Formulas
- Creating Variables
- Editing Variables
Module 01a: Creating Formulas and Variables Demo
Module 02: Function Categories
- Using Functions in Variables
- Using the Online Help
- Using Context Operators
- Shared Elements
Module 02a: Function Categories Demo
Module 03: Creating Formulas and Variables in a Report Exercise
Module 04: Adding Queries
- Adding New Queries
- Duplicating Queries
- Deleting Queries
Module 04a: Adding Queries Demo
Module 05: Merging Dimensions
- Merging Dimensions to Link Data Providers
- Creating Single Block Reports
- Auto Merging
Module 05a: Merging Dimensions Demo
Module 06: Creating Reports from Multiple Data Providers Exercise
Module 07: Subqueries
- Object to Object Filters
- Subquery Any
- Subquery All
Module 07a: Subqueries Demo
Module 08: Query Within Query
- Filters Based on Previous Queries
Module 08a: Query Within Query Demo
Module 09: Advanced Query Filters Exercise
Module 10: Drilling Part 1
- Setting Drill Preferences
- Hierarchies
- Drilling Down/Up/Through
Module 10a: Drilling Part 1 Demo
Module 11: Drilling Part 2
- Using Scope of Analysis
- Snapshots
- Drill Mode
Module 11a: Drilling Part 2 Demo
Module 12: Report Drilling Exercise
Module 13: Combination Queries
- Union Queries
- Intersect Queries
- Minus Queries
Module 13a: Combination Queries Demo
Module 14: Combination Queries Exercise
Module 15: Advanced Formatting
- Hiding Objects
- Conditionally Hiding Blocks and Cells
- Conditionally Hiding Sections
Module 15a: Advanced Formatting Demo
Module 16: Linking Reports and Creating Web Services
- Linking Reports
- Linking Charts
- Creating and Publishing Web Services
Module 16a: Linking Reports and Creating Web Services Demo
Module 17: Advanced Formatting Exercise
