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© 2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may be

reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its

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Contents

What"s new in SAP BusinessObjects XI 3.1 FP 6.1..............................................................13Chapter 1

Introduction to Desktop Intelligence.....................................................................................15Chapter 2

What is Desktop Intelligence?................................................................................................15

Where does the data come from?..........................................................................................15

Presenting and analyzing data................................................................................................16

Sharing information................................................................................................................16

Keeping a document"s data up-to-date...................................................................................17

Demo materials and samples.................................................................................................17

Upgrading from earlier versions of Desktop Intelligence.........................................................17

The Repository.......................................................................................................................18

Folders and Categories..........................................................................................................18

There are 2 types of folders:..................................................................................................19

There are two types of Categories:........................................................................................19

Introduction to Accessing Data with Desktop Intelligence...................................................21Chapter 3

What data sources are available?...........................................................................................21

How do you access data sources?.........................................................................................21

Can all Desktop Intelligence users build data providers?........................................................23

Who sets up database connections?......................................................................................23

Restrictive connections..........................................................................................................24

Can you combine data from different sources in one report?..................................................25

Workflows for accessing data................................................................................................25

Building a data provider when you create a new document.....................................................25

Building a query in an existing document................................................................................26

Editing data providers.............................................................................................................28

Using the repository...............................................................................................................30

Exporting to the repository.....................................................................................................30

To Export a document to the Repository................................................................................30

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Creating a New Folder...........................................................................................................31

Exporting to a Category.........................................................................................................31

To place a file in a Category...................................................................................................32

To schedule export of a document.........................................................................................32

Managing Categories.............................................................................................................33

To manage your Categories...................................................................................................33

To Add a category to the list of categories.............................................................................34

To Delete a category from the list of categories.....................................................................34

To Edit a category..................................................................................................................34

Importing from the repository.................................................................................................35

To import a document from a folder in the repository ............................................................35

Retrieving different instances of a given document.................................................................35

Sending documents from Desktop Intelligence.......................................................................36

To send documents to users and groups from Desktop Intelligence.......................................36

To send documents by email with Desktop Intelligence..........................................................36

Sending documents from Desktop Intelligence.......................................................................37

Building Queries on Universes.............................................................................................39Chapter 4

What is a universe?................................................................................................................39

Who is responsible for creating universes?............................................................................39

What are universe queries?....................................................................................................40

Demonstration materials........................................................................................................40

Building a basic query on a universe.......................................................................................41

Displaying the query panel.....................................................................................................42

Building a query in the Query Panel and running the query.....................................................43

Saving the definition of a query..............................................................................................46

Building a more powerful query..............................................................................................46

Defining scope of analysis......................................................................................................47

Applying conditions................................................................................................................48

Applying sorts........................................................................................................................51

Setting options and running a query.......................................................................................52

Running a query on a different universe..................................................................................53

To run a query on a different universe....................................................................................54

Building Queries with Other Types of Data Provider............................................................55Chapter 5

Using free-hand SQL..............................................................................................................55

Creating a report using free-hand SQL...................................................................................55

Editing a free-hand SQL script................................................................................................57

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Contents

Creating or editing a connection for free-hand SQL................................................................57

Creating a report showing sales by store and category..........................................................59

Creating interactive reports using free-hand SQL...................................................................59

Restrictions on free-hand SQL scripts....................................................................................63

Using stored procedures........................................................................................................63

What are stored procedures?.................................................................................................63

How do you use stored procedures in Desktop Intelligence?.................................................63

Restrictions on stored procedures.........................................................................................63

Using a stored procedure to retrieve data..............................................................................64

Using personal data files........................................................................................................65

What are the benefits of using personal data files?.................................................................65

Creating a report using a personal data file............................................................................65

Using Visual Basic for Applications procedures......................................................................67

To write a VBA data provider.................................................................................................68

To create a report using a VBA data provider.........................................................................68

Accessing an Outlook inbox using VBA..................................................................................68

Using XML files......................................................................................................................71

What is XML?........................................................................................................................72

Creating a report using an XML file........................................................................................73

To set the location of XML files..............................................................................................75

Combining Data from Different Sources...............................................................................77Chapter 6

Which data sources are available?..........................................................................................77

Including data from different data sources in the same report.................................................77

Which data providers can you combine in one report?............................................................78

Using separate data providers for separate blocks in one report............................................78

Displaying data from separate data providers in the same block.............................................79

Basing a data provider on an existing data provider................................................................81

To base a data provider on an existing data provider..............................................................81

Prompts and linking................................................................................................................82

Linking data providers............................................................................................................82

What situations require you to link data providers?.................................................................82

Deleting the link between data providers................................................................................84

Managing Data Providers......................................................................................................87Chapter 7

Renaming data providers........................................................................................................87

Why rename data providers?..................................................................................................88

To rename data providers.......................................................................................................89

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Contents

Getting statistics on data providers........................................................................................89

To get statistics on data providers.........................................................................................89

Purging and deleting data providers........................................................................................90

To purge or delete a data provider..........................................................................................90

Using data providers efficiently..............................................................................................90

Reports showing revenue by country and resort, revenue by country.....................................90

Introduction to Data Analysis................................................................................................93Chapter 8

On-report analysis..................................................................................................................93

Desktop Intelligence drill mode...............................................................................................94

Slice and dice mode...............................................................................................................94

Analyzing Data in Drill Mode................................................................................................95Chapter 9

What is drill mode?.................................................................................................................95

How does drill mode work?....................................................................................................95

Using drill mode.....................................................................................................................96

To switch to drill mode...........................................................................................................97

Drilling down..........................................................................................................................97

Displaying different values in the Drill toolbar.........................................................................98

Drilling up...............................................................................................................................99

Undoing drill actions...............................................................................................................99

Drilling across........................................................................................................................99

Drilling on charts..................................................................................................................100

To drill on charts..................................................................................................................100

Drilling on multiple hierarchies..............................................................................................101

To drill on multiple hierarchies..............................................................................................101

To drill up on multiple hierarchies..........................................................................................101

Getting a different view of your data.....................................................................................102

Changing the data in tables as you drill.................................................................................102

Using the Drill toolbar..........................................................................................................104

Analyzing measures in drill mode..........................................................................................105

To expand a measure...........................................................................................................106

To collapse a measure.........................................................................................................106

Making copies of reports while you work.............................................................................106

To make a copy of a report..................................................................................................107

Extending analysis................................................................................................................107

To expand the scope of analysis..........................................................................................107

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Contents

Drilling through to the database to bring in new data............................................................108

Bringing in new data using filters..........................................................................................108

Drilling using custom hierarchies..........................................................................................109

Editing hierarchies................................................................................................................109

Creating hierarchies.............................................................................................................111

Qualifying data for hierarchies..............................................................................................112

To requalify local variables and formulas...............................................................................112

To requalify variables............................................................................................................113

To requalify user objects......................................................................................................113

Printing from drill mode........................................................................................................113

To insert Drill toolbar contents as a title...............................................................................113

To print a report from drill mode...........................................................................................114

Setting options for working in drill mode...............................................................................114

To set options for drill mode.................................................................................................114

Slice and Dice Mode...........................................................................................................117Chapter 10

Working in slice-and-dice mode............................................................................................117

To display the Slice and Dice Panel:.....................................................................................117

Working with master/detail reports in slice and dice mode...................................................118

To undo a master/detail report.............................................................................................120

Deactivating sections of master/detail reports.....................................................................120

Positioning data horizontally in slice-and-dice mode..............................................................122

Working with crosstabs and 3-D matrix charts.....................................................................123

Displaying and removing data in Slice-and-Dice Mode..........................................................126

Deleting, renaming and resetting blocks in Slice and Dice mode..........................................127

To transform blocks in Slice-and-Dice mode.........................................................................128

Applying further modifications in slice and dice mode...........................................................128

Filtering and Ranking Data..................................................................................................131Chapter 11

Limiting the data displayed...................................................................................................131

To insert a filter....................................................................................................................131

Managing filters...................................................................................................................132

Creating more complex filters..............................................................................................134

Ignoring filters......................................................................................................................136

Ordering data.......................................................................................................................136

Sorting data.........................................................................................................................136

To sort months correctly......................................................................................................138

Managing multiple sorts.......................................................................................................139

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Contents

Using ranking to view the top and bottom values.................................................................140

To apply a ranking on report data.........................................................................................141

Managing ranking with filters and sorts................................................................................143

Hiding columns and rows of data..........................................................................................144

To hide columns and rows of data........................................................................................144

Highlighting data...................................................................................................................144

To create an alerter..............................................................................................................145

Switching alerters off and on................................................................................................147

Working with existing alerters..............................................................................................148

Customizing Queries on Universes....................................................................................151Chapter 12

Creating user objects...........................................................................................................151

Why create a user object?....................................................................................................151

What does a user object consist of?....................................................................................152

What are the restrictions on user objects?...........................................................................152

How can an end-user share user objects with other users?..................................................153

Creating, editing and deleting user objects...........................................................................153

To create a time hierarchy for a user object..........................................................................155

Applying complex conditions on queries...............................................................................155

To benefit from complex conditions: Which customers made reservations for 2001 and

To apply a complex condition on a query..............................................................................157

Tips for applying complex conditions....................................................................................159

To edit complex conditions...................................................................................................162

To delete complex conditions...............................................................................................162

Applying a condition with a calculation..................................................................................162

Examining the SQL...............................................................................................................165

Applying a condition with a subquery....................................................................................165

Subqueries and calculations.................................................................................................167

Using an existing query in a condition...................................................................................168

To return list of resorts/revenues where resort country revenue > $1000000......................168

Applying groups of conditions..............................................................................................169

Organizing groups of conditions...........................................................................................169

AND and OR........................................................................................................................170

Order of precedence............................................................................................................171

To apply groups of conditions...............................................................................................172

To delete groups of conditions.............................................................................................172

Building combined queries....................................................................................................173

To build a combined query....................................................................................................173

Restrictions on combined queries........................................................................................175

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Contents

Using SQL from Desktop Intelligence queries......................................................................176

Using and Customizing Lists of Values..............................................................................179Chapter 13

What is a list of values?........................................................................................................179

How are lists of values created?...........................................................................................179

Customizing lists of values in Desktop Intelligence...............................................................180

Editing lists of values............................................................................................................180

Example: To show cities and regions in a list of cities...........................................................180

Assigning personal data to a list of values............................................................................181

To assign personal data from a text file................................................................................181

To assign personal data from an Excel file............................................................................182

To assign personal data from a dBase file............................................................................182

To display, refresh and purge lists of values.........................................................................183

Creating Calculations.........................................................................................................185Chapter 14

To add simple calculations to reports...................................................................................185

Count and Count All.............................................................................................................186

Making calculations on dimension and detail objects............................................................187

Calculation examples...........................................................................................................187

Converting to and from Euros..............................................................................................190

What is the euro?.................................................................................................................190

Displaying the euro symbol..................................................................................................190

How does the conversion work?..........................................................................................190

Conversion errors................................................................................................................191

Displaying currency formats in Desktop Intelligence.............................................................191

To convert to euros..............................................................................................................191

To convert from euros..........................................................................................................192

Displaying rounding errors....................................................................................................192

Conversion rates..................................................................................................................193

Overview.............................................................................................................................197Chapter 15

Who should read this chapter...............................................................................................197

What"s in this chapter...........................................................................................................197

Introduction to contexts and extended syntax.....................................................................199Chapter 16

Semantically-dynamic calculations........................................................................................199

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Contents

Understanding input and output contexts.............................................................................199

How Desktop Intelligence defines input and output contexts................................................200

Using your understanding of input and output contexts........................................................201

Viewing the extended syntax of a formula............................................................................202

Viewing extended syntax by using the Formula Bar..............................................................203

Viewing extended syntax by using the Define As Variable command....................................203

Using extended syntax for advanced calculations..............................................................205Chapter 17

Defining calculation contexts with extended syntax..............................................................205

How to define input and output contexts..............................................................................206

Syntax for input and output contexts....................................................................................206

To add an input and output context to a formula...................................................................207

Reset contexts.....................................................................................................................208

How to define reset contexts...............................................................................................208

To define a reset context:.....................................................................................................208

Using reset contexts in crosstabs........................................................................................209

Syntax for combining reset, input and output contexts.........................................................210

Modifying contexts with the operators ForEach and ForAll...................................................210

Getting the same result: ForAll City vs. In Region................................................................211

Using the Rank function and extended syntax......................................................................212

Defining contexts with keywords..........................................................................................214

Quick reference...................................................................................................................217

Frequently used terms..........................................................................................................218

Calculation contexts.............................................................................................................219

Context operators................................................................................................................220

Calculation Troubleshooting...............................................................................................223Chapter 18

#COMPUTATION in cumulative aggregations......................................................................223

#COMPUTATION in non-aggregate formulas.......................................................................226

#MULTIVALUE in aggregations............................................................................................227

#MULTIVALUE in break headers and footers.......................................................................229

To fix this problem:...............................................................................................................235

To avoid #DICT.ERROR.......................................................................................................236

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Contents

To fix this problem:...............................................................................................................237

To fix this problem................................................................................................................237

#IERR in a formula combining measures and dimensions......................................................238

#IERR in an aggregation containing a complex formula.........................................................238

#IERR in a formula using WHERE.........................................................................................239

To fix this problem................................................................................................................241

Tips and tricks......................................................................................................................241

Formulas, Local Variables and Functions...........................................................................245Chapter 19

Why use formulas?...............................................................................................................245

Creating formulas.................................................................................................................246

Displaying the Formula Bar...................................................................................................246

Displaying the Formula Editor...............................................................................................247

Using the Formula Editor......................................................................................................247

Guidelines on the syntax to use in formulas.........................................................................249

Local variables.....................................................................................................................249

Why use local variables?......................................................................................................250

How to recognize local variables..........................................................................................250

Creating a local variable.......................................................................................................250

Transforming a formula into a local variable..........................................................................251

Creating local variables by grouping values..........................................................................252

To display revenue per semester..........................................................................................252

To rename a variable............................................................................................................253

Adding grouped values to a drill hierarchy............................................................................254

Managing formulas and local variables.................................................................................255

Inserting local variables and formulas in a report...................................................................255

To edit formulas...................................................................................................................255

To edit local variables...........................................................................................................255

To delete formulas and local variables..................................................................................256

Using Functions...................................................................................................................257

Using the function help.........................................................................................................258

Function equivalents in Microsoft Excel................................................................................259

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Contents

Aggregate function equivalents............................................................................................259

Numeric function equivalents...............................................................................................260

Character function equivalents.............................................................................................261

Date function equivalents.....................................................................................................263

More examples of using formulas.........................................................................................263

To create the variable to calculate a three-week rolling average for sales revenue...............264

Launching Desktop Intelligence with the Run Command...................................................273Chapter 20

To use the Run command.....................................................................................................273

Run command options.........................................................................................................273

Specifying BOUSER, BOPASS and Other Variables............................................................275

Desktop Intelligence and Visual Basic for Applications......................................................277Chapter 21

What is a macro?.................................................................................................................277

What is an add-in?................................................................................................................277

Using macros.......................................................................................................................278

To run a macro.....................................................................................................................278

Using add-ins.......................................................................................................................279

To install an add-in...............................................................................................................279

Using an add-in....................................................................................................................280

To uninstall an add-in............................................................................................................280

Exchanging add-ins with other users.....................................................................................280

Converting scripts to macros...............................................................................................281

To convert a script...............................................................................................................281

Using the Visual Basic editor................................................................................................281

To open the Visual Basic Editor............................................................................................282

Command-Line options for Desktop Intelligence................................................................283Chapter 22

Help Message......................................................................................................................285

Error messages....................................................................................................................285

More Information.................................................................................................................287Appendix A

Index289

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Contents

What"s new in SAP BusinessObjects XI 3.1 FP 6.1

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Introduction to Desktop Intelligence

2.1 What is Desktop Intelligence?

2.1.1 Where does the data come from?

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2.1.2 Presenting and analyzing data

2.1.3 Sharing information

Note:

2.1.4 Security

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2.1.5 Keeping a document"s data up-to-date

2.2 Demo materials and samples

2.3 Upgrading from earlier versions of Desktop Intelligence

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2.4 The Repository

2.5 Folders and Categories

2.5.1 Folders

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2.5.2 Categories

2.5.3 There are 2 types of folders:

2.5.4 There are two types of Categories:

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Introduction to Accessing Data with Desktop Intelligence

3.1 What data sources are available?

3.1.1 How do you access data sources?

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CD InstallDescriptionData provider

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3.1.2 Can all Desktop Intelligence users build data providers?

3.1.3 Who sets up database connections?

Who sets it up?Data provider

Note:

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Who sets it up?Data provider

3.1.4 Restrictive connections

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3.1.5 Can you combine data from different sources in one report?

3.2 Workflows for accessing data

3.2.1 Building a data provider when you create a new document

3.2.1.1 To build a new data provider using the wizard

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3.2.1.2 Setting a default type of data provider for new documents

3.2.1.3 To set a default type of data provider:

3.2.2 Building a query in an existing document

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3.2.2.1 To compare the corporate figures with your personal data

3.2.2.2 To build a data provider inside an existing document

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3.2.3 Editing data providers

Adding regional information to an existing document

3.2.3.1 To add result objects to the existing data provider:

3.2.3.2 Other reasons for editing a data provider

3.2.3.3 To edit a data provider

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Then...

3.2.3.4 To cancel a data provider

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Then

3.3 Using the repository

3.4 Exporting to the repository

3.4.1 To Export a document to the Repository

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3.4.2 Creating a New Folder

3.4.2.1 To create a new Folder

3.4.3 Exporting to a Category

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3.4.4 To place a file in a Category

3.4.5 To schedule export of a document

Description

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Description

Description

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