How Do I Do This in BusinessObjects XI

1. How Do I Do This in BusinessObjects XI? Eileen King, Dataspace

2. Presentation Information (Hidden Slide) Breakout session title How Do I Do This in BusinessObjects XI? Breakout session description Are you looking forward to using BusinessObjects XI? But what about all those unique and complex tricks that you were using in BusinessObjects, Crystal Reports and Web Intelligence? You can still accomplish everything you used to do and, surprisingly enough, it may be easier! Come and see how you can easily create some of the most sophisticated documents in BusinessObjects XI. Hear practical advice on how to approach your complex BI requirements and WOW your audience. Learn new tips and tricks that advanced users can use every day, and quickly get yourself up to full speed with BusinessObjects XI.

3. About Dataspace Founded in 1994 Experts in Business Intelligence and Data Warehousing Headquartered in Ann Arbor, MI Business Objects Silver Partner

4. About me� IT experience since 1980 Focused on BusinessObjects solutions since 1998 Northern Ohio Business Objects User Group President http://groups.yahoo.com/group/noboug/ One of the Top 10 contributors to BOB Moderator and Charter member of BOB http://busobj.forumtopics.com

5. Topics Parameters and Prompts List of Values Report Linking Scheduling Q&A

6. Parameters Can be used in a Crystal Report formula Must have a value before processing report One report with many variations Can be used to limit data retrieved

7. Prompts Guides users to select values Different from Parameters Prompt response is passed to Parameter

8. Dynamic Prompts and Cascading List of Values Populates the List of Values (LOVs) Dynamic prompts change on a regular or irregular schedule Prompts can be arranged in a cascade, where response to one prompt constrains values in subsequent list of values

9. Default Values in Prompt Parameter must have a value before the program can process the report Default option allows the report designer to set a default value for the static list of values

10. Dynamic Prompt Dynamic prompt is a List of Values that changes List of values becomes a separate entity that you can schedule for refresh

11. Top/Bottom N Prompt Create the parameter Select parameters for the selected �Top/Bottom N� formula Combining with a user-driven parameter to allow users to drive the value of �N� in a given report

12. Topics Parameters and Prompts List of Values Report Linking Scheduling Q&A

13. List of Values List of Values is used with Dynamic Prompts Create a List of Values in Crystal Reports or in Business View Manager Data Sources for List of Values Report fields Command objects Businessviews

14. Prompt �ALL� Returns all records for a parameterized field If the user enters an asterisk (*) or other predefined symbol such as �All� then all values are returned

15. Code and Description Values (1) Codes use numeric or text strings to represent values Create separate Code and Description fields in LOV definition Set the value field to the parameter and the description field appears in the prompting dialog box Description field appears in the prompting dialog box controlled by the prompt option "Prompt with Description Only"

16. Code and Description Values (2)

17. Code and Description Values (3)

18. Null Handling Null values in the data returned by the list of values are displayed as �null� in the drop-down list for that prompt Select these values and any parameters associated with that prompt receive the null value Test functionality with Crystal Reports �IsNull� function

19. Topics Parameters and Prompts List of Values Report Linking Scheduling Q&A

20. Subreport Report within a report Allows reports to be combined into a single report Coordinates data that otherwise cannot be linked and present different views of the same data in a single report Two kinds of Subreports

21. Subreport vs Report Inserted as an object into a primary report; it cannot stand on its own Can be placed in any report section and the entire Subreport will print in that section Cannot contain another Subreport Does not have page header or page footer sections

22. When do I use a Subreport? Combine unrelated reports into a single report Coordinate data that cannot otherwise be linked Present different views of the same data within a single report Perform one-to-many lookups from a field that is not indexed on the lookup field

23. How Subreport linking works When you link a Subreport to a primary report, the program creates the link by using a parameter field When a Subreport link field is selected, the program creates Parameter field in the Subreport that retrieves values passed to it by the primary report Record selection formula for the Subreport using the parameter field Selection formula that limits the Subreport to records where the link field is equal to the parameter field value

24. Unlinked Subreports Unlinked Subreports are free-standing Data is not in any way coordinated with the data of the primary report Does not rely on main report for data Provides multiple views of the same or different data sources required in a single presentation Reports are treated as unrelated

25. Linked Subreports Data in the main report is coordinated to the Subreport

26. Topics Parameters and Prompts List of Values Report Linking Scheduling Q&A

27. What�s New? Business calendars Schedule documents on behalf of others Deliver specific subsets of information to each user according to their security profile Can be applied to all documents designed from secured Universes or Businessviews

28. Scheduling Options and Parameters Scheduling an object to run automatically at specified times with the recurrence pattern that you want For example, you select daily or weekly, and then the run option (for example, �Every week on�) You then specify additional parameters to control exactly when and how often the object will be run

29. Schedule Options When Database logon Filters Destination Format Print settings Server group Parameters

30. Scheduling Objects Run automatically at specified times For end users to schedule and run objects, they must use a web-based client such as InfoView InfoView is designed primarily to schedule objects and view reports CMC enables you to manage and administer objects in addition to scheduling objects and viewing reports Only reports, programs, and object packages can be scheduled

31. Publishing Publishing is the process of adding objects such as reports to the BusinessObjects Enterprise XI environment and making them available to authorized users You can publish objects to BusinessObjects Enterprise XI in three ways: Use the publishing wizard Use the Central Management Console (CMC) Save directly to your BusinessObjects Enterprise XI folders

32. Business Calendar Calendar is a customized list of dates for scheduled jobs Users use a calendar to run the job on predefined dates Users can create more complex processing schedules than with the standard scheduling options Useful when running a recurring job on an irregular schedule, or if you want to provide users with sets of regular scheduling dates to choose from Calendars also allow you to create more complex processing schedules, combining unique scheduling dates with recurring ones

33. Holiday Calendars Create a calendar with the holidays marked as �non-run� days, on which the report object cannot be run BusinessObjects Enterprise XI will run the job every day you have specified as a �run� day in your calendar You can set up as many calendars as you want in BusinessObjects Enterprise XI Calendars you create appear in the calendar selection list available when you choose to schedule an object using a calendar You can apply calendars to any object that can be scheduled, including report objects, program objects, and object packages

34. Publishing in BusinessObjects Enterprise Scheduling to different formats Scheduling directly to email Scheduling directly to printers Scheduling capabilities for both Crystal reports and Web Intelligence documents

35. Topics Prompts List of Values Report Linking Scheduling Q&A

36. Q&A Questions Contact information Email: eking@dataspace.com www.dataspace.com Stop by the Dataspace Booth in the Exhibit Hall