Viewing Documents

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When viewing a WebI document in InfoView, you have three ways to view the document:

  • Standard HTML, which allows for drill but not sort and filter

  • Interactive HTML, which allows you to drill, sort, and filter a report

  • PDF format, which allows you to view a document in Adobe Acrobat, and therefore does not include drill, filter, or sort

You set your default view mode through Optionsú View. This section assumes you are viewing a WebI report using Interactive HTML. Figure 24-5 shows a multiblock, multireport document in interactive HTML. You navigate the report in much the same way you do in the full client. To see another report tab, you can select it from the Document Map or click the tab on the bottom of the screen. Table 24-2 describes the buttons available to you when viewing a document.

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Figure 24-5: Viewing a multiblock, multireport document

Table 24-2: Buttons for Navigating a Document in InfoView

Button

Name

Explanation

 

Refresh

Executes the query and refreshes the data in the microcube.

 

Close

Closes the view of the current document and returns you to the previous document list.

 

Show/Hide Report Map

This button appears in the top-left corner of your page. Use the report map to navigate sections in a master/detail report or to select reports in a document with multiple report tabs.

 

Show/Hide Prompt

This button is similar to the preceding one but appears in the top-right corner of your page. If your query contains prompts to filter the data upon refresh, you can show or hide the prompt frame.

 

Drill

Adds navigation arrows on column headings for drill up and down and hyperlinks to dimension values.

 

Add Filter

Creates a drill bar that allows you to filter a document by a particular dimension. This filter icon appears only when you enable Drill mode by first clicking Drill. You also can filter data when you are not in Drill mode, but this is done via a pop-up menu, not this button.

 

Snapshot

Creates a copy of the report with the current drill selections. This icon appears only when your report is in Drill mode.

 

Page Navigation

WebI processes each page as you request it for more efficient network traffic and faster analysis. You can enter a page number in the box or use the arrows to scroll to the first, next, previous, or last page.

 

Toggle to Draft Mode

With slower network connections, high graphics can be slow to convert and display. Draft mode allows you to display a report more quickly. It does not affect print quality.

Sort and Filter

When viewing a WebI 6.0 document in InfoView Interactive HTML, you can sort dimension and detail columns without launching the WebI report panel. InfoView Filter and Sort are not available for measure columns; use WebI for this. The Sort applies only to the currently selected block and does not synchronize the sort order for other blocks within the same report. For example, in the table block in Figure 24-5, to add a sort to the Country column:

  1. Hold your mouse over the Country column.

  2. A pop-up menu appears. Select Sort | Descending.

  3. InfoView redraws the table with the new sort order; the X-axis legend in the chart block remains the same.

Filters, on the other hand, are global. When you add a filter on a table, the chart data is also filtered. When you select Filter by in the pop-up menu, InfoView creates a Dynamic Filters frame. The Filter By option in the pop-up menu appears only when you are not in Drill mode. To add a filter on Country:

  1. Hold your mouse over the Country column in the table.

  2. From the pop-up menu, select Filter By. The following Dynamic Filters window appears to the left of your report window:

  3. If you have selected the wrong column or decide you do not want to filter the data, click Close Filter to close the Dynamic Filters frame. Otherwise, select the dimension values by which you want to filter the table. Use CTRL-click to select multiple values.  

  4. Click Apply. The Dynamic Filters window closes automatically. InfoView redraws both the table and the chart with the subset of data.

    Note 

    From within InfoView, you cannot apply a Filter directly to a chart, but if you filter a table within a multiblock report that contains a chart, the chart data is also filtered.

From within InfoView, you can filter multiple dimension columns, but you will get an overview of all the filters only when you edit the document. To remove a filter from an individual column:

  1. Position your mouse over the column.

  2. Select Filter By from the pop-up menu.

  3. Click Remove.

    Note 

    HTML Interactive is only available for documents created with WebI 6.0, using either the Java Report Panel or the HTML Report Panel. For documents created with either BusinessObjects or earlier versions of WebI, the Sort and Filter menus will not appear. Filter By does not appear when your report is displayed in Drill mode.

Drill

When you first view a report, it may open in Drill mode or you may enable Drill mode by selecting Drill from the toolbar. In your Options, you specify if you want Drill mode to create a new report or if you want to drill within the existing report.

The new drill interface is much more intuitive than in WebI 2.x and behaves more like the full client. You now can customize the drill bar, select Drill By from a pop-up menu, and select drill filters to include in a drill-through query. For more information on these options, refer to Chapter 19.

Refresh

A report author can save a document with a setting to automatically refresh the data when you view the document. Alternatively, you can refresh the document on demand, by clicking Refresh.

When you refresh a document, you may be prompted to enter information or select values to restrict the amount of data returned in the query. When you click Refresh from the Top bar, a prompt page appears that displays the prompt values from the last query refresh (Figure 24-6). You also can display the prompt frame by clicking the Show Prompt icon in the upper-right corner. Within the prompt frame, click Advanced to see the prompt page.

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Figure 24-6: Prompts to refresh a query

In version 6.0, report authors have additional control over how prompts, lists of values, and the last condition values interact when you refresh the query. The report author can require you to select and enter new values each time you refresh the query, or he or she can provide you with defaults. Refer to “Conditions and Query Filters” later in this chapter for more information on how to set prompt options in a query.

Figure 24-6 shows a query with multiple prompts. The prompt on producer allows you to select values from a customized list of values. For a long list of values, the list is now chunked into multiple pages for improved performance. This affects how you search for a particular dimension value, as you no longer scroll through one long list. Notice in Figure 24-6, there are three boxes that relate to Producer. Box 1 allows you to type in the name of a particular producer. The report author must enable this or can force a selection from the list of values. Box 2 contains a drop-down menu that provides a list of ranges or chunks. Box 3 provides a subset from the list of values, based on your selection in box 2. Box 4 contains the values you have selected. You must click >> from the list in box 3 to add your selections to the query conditions and box 4.

Figure 24-7 shows two chunks from the long producer list in Figure 24-6. The first chunk shown contains a list of producers from Chateau Mendoza through and including Domaine Bastide Blanche. You can select any producers that appear within this alphabetical range from box 3. The second chunk shown is the last alphabetical chunk from White Oak to Zonin. The size of the scrollable chunk is set by the WebI administrator. (From the WebI Administration Console, select WIReportServer, then set the List of Values Batch Size.)

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Figure 24-7: Long lists of values are chunked.

Notice in Figure 24-6, the report author has forced a selection from the list of values on wine color; there is not another box that allows you to enter the color as there was for producer.

Tip 

For long list of values, there is a new Find button available via Edit Query in the WebI Report Panel.

Saving

After refreshing a query, sorting results, or creating a snapshot on a drill scenario, you save your query. The save options are greatly improved over the previous release, and the save process is a prime example of how Business Objects has improved the work flow. When you click the Save hyperlink from within the Report view, you are presented with an additional page to choose where you want to save the document. Save as a corporate document and Save to my computer are new. Previously, to save a corporate document required save, then publish; there was no export to Excel.

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When you choose to save the document as a personal document or as a corporate document, you will find many of the options covered in Chapter 23, “Saving Results.” InfoView finally prompts you with the current document name; you no longer need to remember it. For Refresh options, you still have Manually or When Opened and in addition have the new Scheduled Refresh.

Save To Excel is nothing short of wonderful. All formatting, section cells, and subtotals are preserved. The subtotals contain values and do not contain Excel formulas. Charts are converted to Excel charts that can be modified, as shown next.

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Business Objects(c) The Complete Reference
Cisco Field Manual: Catalyst Switch Configuration
ISBN: 72262656
EAN: 2147483647
Year: 2005
Pages: 206

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