MCCC Knowledge Base

CROA: Web Intelligence preferences

2015

Selecting a reading interface for Web Intelligence documents

 

All reading interfaces, except PDF, have view and design modes. Use the view mode to perform basic viewing tasks and the design mode to modify a document.

 All reading interfaces have similar features and capabilities. The only difference is that some of them require a downloaded component.

 Note

 If the Preferences menu is not available on the header panel in the BI launch pad, you do not have the "Change preferences for objects that the user owns" right assigned in the Central Management Console (CMC) in the BI platform. To request access, contact your system administrator.

1. On the header panel, click Preferences.

2. In the Preferences dialog box, click Web Intelligence.

3. Under View, choose a reading interface:

–    Select HTML (no download required) to view documents over the Internet, without downloading components.

–    Select Applet (download required) to view documents with a Java applet that must be downloaded.

–    Select Desktop (Rich Client, Windows only, installation required) (installation required) to view documents with a desktop application that must be downloaded.

4. Select this option if you plan to work offline occasionally.

–    Select PDF to view documents in PDF.

5. Click Save & Close.

 

 Selecting a modification interface for Web Intelligence documents

 

Use the modification interface to create and/or edit Web Intelligence documents.

 All modification interfaces have similar features and capabilities. The only difference is that some of them require a downloaded component.

 Note

 If the Preferences menu is not available on the header panel in the BI launch pad, you do not have the "Change preferences for objects that the user owns" right assigned in the Central Management Console (CMC) in the BI platform. To request access, contact your system administrator.

1. On the header panel, click Preferences.

2. In the Preferences dialog box, click Web Intelligence.

3. Under Modify (creating, editing and analyzing documents), choose a modification interface:

—    Select HTML (no download required) to create and modify documents over the Internet, without downloading components.

—    Select Applet (download required) to create and modify documents with a Java applet that must be downloaded.

—    Select Desktop (Rich Client, Windows only, installation required) (installation required) to create and modify documents with a desktop application that must be downloaded.

Select this option if you plan to work offline occasionally.

 4. Click Save & Close.

  

Selecting a default universe for Web Intelligence documents

  

Select a universe as the default data source for creating Web Intelligence documents.

 Note

 If the Preferences menu is not available on the header panel in the BI launch pad, you do not have the "Change preferences for objects that the user owns" right assigned in the Central Management Console (CMC) in the BI platform. To request access, contact your system administrator.

 1. On the header panel, click Preferences.

 2. In the Preferences dialog box, click Web Intelligence.

 3. Under Select a default Universe, click Browse, and select a universe.

 4. Click OK, and click Save & Close.

 

  

Selecting a formatting locale for Web Intelligence documents

 

 The preferring viewing locale (PVL) determines how dates, times, and numbers are formatted in Web Intelligence documents.

 Note

 If the Preferences menu is not available on the header panel in the BI launch pad, you do not have the "Change preferences for objects that the user owns" right assigned in the Central Management Console (CMC) in the BI platform. To request access, contact your system administrator.

 1. On the header panel, click Preferences.

 2. In the Preferences dialog box, click Web Intelligence.

 3. Under When viewing a document, choose a locale:

—    Select Use the document locale to format the data to retain the locale used when a document was created.

—    Select Use my preferred viewing locale to format the data to use your PVL.

 4. Click Save & Close.

   

Drill options for data in Web Intelligence documents

 

Drilling on a document filters which data appears in it. You can specify how Web Intelligence documents behave when you drill up or drill down on data.

 When you start the drill mode, the drill toolbar appears at the top of a document and displays the value(s) that you drill on. Each table, chart, or free-standing cell in a document represents a specific block of data. When a document has multiple blocks of data, you can drill on a single block or on all of the blocks at the same time.

 The following examples drill on a table to analyze detailed results per service line and to show how each drilling option affects the document. In the first example, Synchronize drill on report blocks is selected. Both the table and the chart display the drilled values:

In the second example, Synchronize drill on report blocks is not selected. The drill is performed only on the selected block, and only the table displays the drilled values:

 

You must have the necessary access permissions to drill out of the scope of analysis in a drill session. For example, when you drill on results in a document, you may want to drill to higher-level or lower-level information than is included in the scope of the document. This requires a new query to retrieve additional data from the data source, and you will be prompted to decide whether to run the additional query. For example, if you drill on year 2001, the results on the drilled table are for Q1, Q2, Q3, and Q4 of 2001. This means the quarterly values that you drilled to are filtered by 2001. The drill toolbar displays "2001," the value that filters the drilled results.

You can use the drill toolbar to select other values and filter the results differently. For example, if you use the drill toolbar to select "2002," the results on the drilled table will be for Q1, Q2, Q3, and Q4 of year 2002.

 If a drilled report includes dimensions from multiple queries, when you point the cursor at a value on the filter, a tooltip indicates the name of the query and the dimension for the value.

 

 

Setting drill options for Web Intelligence documents

 

Note

 If the Preferences menu is not available on the header panel in the BI launch pad, you do not have the "Change preferences for objects that the user owns" right assigned in the Central Management Console (CMC) in the BI platform. To request access, contact your system administrator.

 1. On the header panel, click Preferences.

 2. In the Preferences dialog box, click Web Intelligence.

 3. Under View, select either HTML (no download required) or Desktop (Rich Internet, Windows only, installation required) (installation required).

4. Under Drill options, choose general options for drilling on data:

    a. To be prompted when a drill action requires a new query to add data to a document, select Prompt whendrill requires additional data.

    When prompted, you may be able to apply filters to the extra dimensions in the new query. The filters restrict the size of a query to the data         necessary for your analysis.

    b. To synchronize drilling on all report blocks, select Synchronize drill on report blocks.

    c. To hide the drill toolbar when you switch to drill mode, select Hide Drill toolbar on startup.

        Select this option when filters are not needed.

 5. Under Start drill session, choose an option to apply to drill sessions:

     a. To retain a copy of the original document so that you can compare drilled results to the original data, select On duplicate report.

         A duplicate of the original report is created. When you quit drill mode, both the original report and the drilled report remain in the                       document for viewing.

     b. To drill on the current report so that it is modified by your drill actions, select On existing report.

When you end drill mode, the report displays the drilled values.

6. Click Save & Close.   

Selecting an Excel format for Web Intelligence documents

 The Microsoft Excel format determines the appearance of data in Web Intelligence document instances, when scheduling and exporting the documents to Excel.

 Note

 If the Preferences menu is not available on the header panel in the BI launch pad, you do not have the "Change preferences for objects that the user owns" right assigned in the Central Management Console (CMC) in the BI platform. To request access, contact your system administrator.

1. On the header panel, click Preferences.

2. In the Preferences dialog box, click Web Intelligence.

3. Under Select a priority for saving to MS Excel, choose an option:

—    To display data in a format that is similar to Web Intelligence, select Prioritize the formatting of the documents.

—    To display data in a text format, select Prioritize easy data processing in Excel.

4. Click Save & Close.

  

Setting Analysis, edition for OLAP, preferences

 Note

 If the Preferences menu is not available on the header panel in the BI launch pad, you do not have the "Change preferences for objects that the user owns" right assigned in the Central Management Console (CMC) in the BI platform. To request access, contact your system administrator.

1. Log on to the BI launch pad.

2. On the header panel, click Preferences.

3. In the Preferences dialog box, click Analysis edition for OLAP in the navigation list.

4. Select the Accessibility Mode check box to use a screen reader with the OLAP edition of the SAP BusinessObjects Analysis software.

5. Click Save & Close.

The Preferences Changed dialog box appears, indicating that some changes will take place after the page reloads.

6. Click OK.

 The next time you use Analysis, edition for OLAP, it will use a screen reader.

  

Setting BI workspaces preferences

 Note

 If the Preferences menu is not available on the header panel in the BI launch pad, you do not have the "Change preferences for objects that the user owns" right assigned in the Central Management Console (CMC) in the BI platform. To request access, contact your system administrator.

 1. On the header panel, click Preferences.

 2. In the Preferences dialog box, click BI workspaces.

 3. Under BI workspaces, in the Default style sheet to use when creating a new workspace list, select a page format to apply to new BI workspaces.

4. Under Backgrounds for style sheets, in the Select a style sheet list, select a style sheet to apply to new BI workspaces.

5. To select a background image, select the Image check box, click Change Image, and locate and select the image.

Image files must be smaller than 2 MB. Image formats can be JPG, GIF, or PNG.

6. To select a background color, select the Color check box, and enter the color information.

7. Repeat steps 3 to 6 for each style sheet that will be used to create new BI workspaces.

8. Click Save & Close.

 Before you can edit a BI workspace, you must open the workspace on a tab in the BI launch pad.

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Comment by Smithtop on Thu, Aug 10th, 2017 at 3:59 AM
Thanks for sharing the useful article
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