CROA - Viewing objects

2015

Viewing objects

Use the Documents tab in the BI launch pad to view and edit objects.

When you double-click an object, it opens on a new tab. From there, you can open the document in a new window, if necessary.

When you view a Crystal report or a Web Intelligence document, your access rights and the default settings configured by your administrator determine which data you see. You can view report data from the source, in the latest instance of an object, or in a report’s saved data. Depending on your access rights, you may be able to refresh a report or a document with new data from its source.

The way that you view an object determines which information you see. For example:

When you double-click an object to view dynamic content (for example, a Crystal report or a Web Intelligence document), the latest instance of the document opens. If the latest instance is unavailable, the object itself opens.
When you select View View , the object opens.
- When you select View View Latest Instance , the latest object instance opens.
- When you view a publication or a program object, the launch pad displays the object properties, if the latest instance is unavailable.
- You can access Lumira documents(.lums) in BI launch pad. However, to view these Lumira documents, you need to have SAP Lumira Desktop 1.21 installed.

If an option is not available, you do not have access rights to that option.

Viewing an object

If an object has dynamic content (for example, a Crystal report or a Web Intelligence document), the latest instance of the document opens when you view an object.

If the latest instance is unavailable, the object itself opens. If the latest instance of a publication or program object is unavailable, the object properties open.

On the Documents tab, locate and double-click the object to view.

Refreshing an object

Refreshing an object enables you to view data on demand. However, refreshing may use a considerable amount of system resources.

Before you can refresh data in an object, you must have refresh rights for the object, and the server must contain the data source information.

As a rule, refresh objects only when data has changed. Click on the toolbar in the object viewer.

Viewing an historical instance

Historical instances open on a new tab.

1. Right-click the object to view an instance for, and select History.

2. In the History dialog box, double-click the instance.

Pinning a tab for future viewing

You can pin a document or instance that you frequently view to a tab.

Before pinning a tab, BI launch pad preferences must be configured to enable tabbed document viewing.

1. Perform one of the following actions to open an object or instance:

– To open an object, right-click the object or instance and select View.

– To open the latest instance of an object, right-click the object or instance and select View Latest Instance.

– To open an older instance of an object, right-click the object and select History, and then select the instance in the History dialog box.

The object or instance opens on a new tab.

2. Click in the upper-right corner of the tab to pin it.

The icon on the button points down, indicating that the tab is pinned. The document or instance automatically opens on a tab the next time you log on to the launch pad.