User Manual for the Business Objects Web Intelligence XI System (BOXI) CONTENTS. To send a document, click the ‘Send’ command on the tool bar and choose ‘to Business Objects Inbox’ from the drop down list. This will call up the following screen and before.
*Business Objects information resources For more information and assistance, see “Business Objects Information Resources” on page 81. This appendix describes the Business Objects documentation, customer support, training, and consulting services, with links to online resources.
*User:#: This is very useful when you have more than 1 prompt that appears when the refresh is invoked. It allows the business objects universe developer to define the relative order of the prompt. If two prompts have the same “User:#” value then they are sorted alphabetically.
This chapter describes how to configure the BusinessObjects XI (BOXI) environment. You must configure the BusinessObjects XI environment in the order specified in this guide.
This chapter includes the following topics:
If you are using Cognos 8 instead of BusinessObjects XI, see Chapter 6 for information about configuring the Cognos 8 environment for Argus Insight.7.1 Checking Requirements
Before attempting to configure the BusinessObjects environment, verify that you have installed all required hardware and software. For more information, see Section 1.2, 'Software and Hardware Requirements.'
In addition, if you are using the 64-bit version of Internet Information Services 7 (IIS 7), you must ensure that:
*
ASP.NET is enabled.
*
The IIS advanced setting Enable 32-bit Applications is set to True.
*
The IIS advanced setting .NET Application Pool is set to Classic mode.7.2 Importing the Repository
Before importing the repository, you must delete all the objects in the Argus Insight folder and its corresponding universe and groups. To access the Argus Insight folder, log on to the Central Management Console on the BusinessObjects Server and click Folders/All Folders.
To import the repository:
*
Determine if you need to copy the Repository.biar file:
*
If BusinessObjects and Argus Insight use the same server, you do not need to copy the Repository.biar file. You can skip this step.
*
If BusinessObjects and Argus Insight use different servers, copy the Repository.biar file from this location:
Argus_Insight_Web_Server_LocationOracleArgusInsightBOXI Repository
Paste the file on the BusinessObjects Server.
*
Click Start.
*
Navigate to All Programs, BusinessObjects XI Release 3.1, BusinessObjects Enterprise, and then select Import Wizard. The Welcome screen for the Import Wizard opens.
*
Click Next to begin importing content. The Source environment dialog box opens.
*
In the Source field, select Business Intelligence Archive Resource (BIAR) File.
*
In the BIAR file field, browse to the location of the Business Intelligence Archive Resource file that you are using as the source.
*
Click Next. The Destination environment dialog box opens.
*
In the CMS Name field, enter the name of the BusinessObjects Server.
*
In the User Name field, enter Administrator.
*
In the Password field, enter the corresponding password for the specified user.
*
Click Next. The Import Wizard begins the load process and displays a progress status bar. When done with this process, the wizard opens the Select objects to import dialog box.
*
Scroll through the list and select the following check boxes:
*
Import users and users groups
*
Import folders and objects
*
Import universes
*
Click Next. The Import scenario dialog box opens.
*
Select how you want the system to process objects that already exist in the destination system.
*
Click Next. The Incremental import dialog box opens.
*
Select all check boxes.
*
Click Next. The Users and groups dialog box opens.
Note:The appearance of the preceding dialog box depends on the environment and on the BusinessObjects Server configuration for your system.
*
Select the users and groups you want to import.
*
Click Next.
*
Set the custom access levels.
*
Click Next. The Folders and objects dialog box opens.
*
Select the folders and objects you want to import.
*
Click Next. The Import options for universes and connections dialog box opens.
*
Select the appropriate options as shown in the previous illustration.
*
Click Next. The Universe folder and universes dialog box opens.
*
Click Clear All.
*
Select the check box for the root Universe folder.
*
Click Next. The Import options for publications dialog box opens.
*
Select Do not import recipients.
*
Click Next. The system displays a message that you have chosen to import reports from the source environment without importing the repository objects. If you are importing reports that use repository objects, you must ensure that those objects already exist on the destination.
*
Click Next. The Ready to import dialog box opens.
*
Click Finish to begin importing information to the destination environment. The system opens the Import Progress dialog box and updates the screen with status information during the import process.
When the import is complete, you can:
*
Click View Detail Log for more information about the import.
*
Click Done to close the dialog box.7.3 Configuring the BusinessObjects Server
The sections describes the following tasks that you must complete to configure the BusinessObjects Server:7.3.1 Copying the PRMART TNS Entry
If the BusinessObjects application uses a different server from the Argus Insight application, you must update the TNSNAMES.ora file as follows:
*
Copy the PRMART TNS entry from the Argus Insight Web Server.
*
Paste the entry into the TNSNAMES.ora file on the BusinessObjects Server.
If both applications use the same server and Oracle client, no modifications to the TNSNAMES.ora file are required.7.3.2 Logging On to the Central Management Console
To log on to the Central Management Console on the BusinessObjects Server:
*
Click Start.
*
Navigate to All Programs, BusinessObjects XI Release 3.1, BusinessObjects Enterprise, and then select BusinessObjects Enterprise Central Management Console. The Logon page for the Central Management Console opens.
*
Enter your user name and password.
*
Click Log On.7.3.3 Configuring Trusted Authentication for BusinessObjects
Trusted Authentication provides a transparent, single sign-on solution to the problem of how to integrate your BusinessObjects Enterprise authentication solution with third-party authentication solutions.
Once users log on to the system, they do not want to have to provide their password more than once in a session. In this scenario, Trusted Authentication allows applications that have established trust with the Central Management Server to log on users without their password.
To enable Trusted Authentication, you must configure both the BusinessObjects Server and the Argus Insight Web Server.
To configure the server to use Trusted Authentication:
*
Log on to the Central Management Console as a user with administrator privileges.
*
Click Authentication from the Home page.
*
Double-click Enterprise.
*
Select the Trusted Authentication is enabled check box.
*
Create a shared secret for your users.
Note:The Argus Insight Web Server and the Central Management Console use the shared secret to create a trusted authentication password. In other words, the systems use this secret password to establish trust.
*
Enter a timeout value for your trusted authentication requests.
Note:The timeout value determines how long the Central Management Console waits for the SessionMgr.Logon call from Argus Insight. The recommended timeout value is 0 (zero).
*
Click Update.7.3.3.1 Configuring the Argus Insight Web Server to Use Trusted Authentication
When creating a valid configuration file on the Argus Insight Web Server, the following conditions apply to the configuration file:
*
The name of the file must be TrustedPrincipal.conf.
*
The file must be placed at this location:
businessobjects_root/win32_x86
*
The file must contain the line:
SharedSecret=secret_password
where secret_password is the trusted authentication password.
*
The file must be saved with UTF-8 encoding if it contains non-ASCII characters.
*
Either Tomcat or WebSphere must be installed on the BusinessObjects Server.7.3.3.2 Configuring WebSphere
If Tomcat is not installed on the BusinessObjects Server, configure WebSphere as follows:
*
Verify that WebSphere 6.0 is installed and working correctly. To do so, launch either its default page or administrative console in a web browser. Generally, the default path to WebSphere is as follows:
*
Verify and install the latest Java Virtual Machine (JVM) on the WebSphere computer.
*
Install BusinessObjects. During the installation setup, ensure that you deselect the Tomcat Server installation option.
*
Configure the WebSphere Server. First, change the class path as follows:
*
Restart the WebSphere Administrative console.
*
Expand the Servers group in the navigation pane of the Administrative console.
*
Click Application Servers, and then click the server1 link. The system opens the settings page for the server.
*
Click the Configuration tab, and then click the Process Definition link in the Server Infrastructure group. The Process Definition page opens.
*
Click the Java Virtual Machine link in the Additional Properties group. The Java Virtual Machine settings page opens.
*
Click the Classpath field in the General Properties section, and enter the complete path to the cewcanative.jar file. The default location is:
drive:Business ObjectsBusinessObjects Enterprise 11.5javaapplications
*
Save your changes to the master configuration.
*
Change the Path environmental variable as follows:
*
Note the location of the win32_X86 folder in the BusinessObjects Enterprise software installation. The default location is:
drive:Program FilesBusiness ObjectsBusinessObjects Enterprise 11.5win32_X86
*
Right-click the My Computer icon on your desktop, and select Properties.
*
Click the Advanced tab.
*
Click Environment Variables.
*
Scroll through the list of system variables until you find the Path variable.
*
Select the Path variable and then click Edit.
*
Position the cursor at the end of the information in the Variable value field.
*
Add a semicolon (;) and then enter the complete path to the location of the win32_X86 folder.
*
Click OK to save your changes and close the Edit System Variable dialog box.
*
Click OK to close the Environment Variables dialog box.
*
Click OK to close the System Properties dialog box.7.3.3.3 Deploying the WebSphere Server
To deploy the WebSphere Server:
*
Open the Administrative console.
*
Expand Applications, and then click Install New Application.
*
Click Browse to enter the complete path to the location of the styles.war file. The default location is:
drive:Program Filesbusiness objectsbusinessobjects enterprise 11.5javaapplications
*
Type the context root for the WAR file in the Context Root field. See Table 7-1 for the order and the context root of various files to be deployed.
*
Click Next.
Table 7-1 WAR Files to Be DeployedWAR FileContext Root
Desktop.war
/businessobjects/enterprise115/desktoplaunch/businessobjects
Webcompadapter.war
/businessobjects
Jsfadmin.war
/jsfadmin
Admin.war
/businessobjects/enterprise115/adminlaunch
Adhoc.war
/businessobjects/enterprise115/Adhoc
*
Accept the default values on the subsequent pages and continue to click Next until you get to Step 2: Map modules to servers.
*
Select the Application Server (that is, server1) and click Next. The system continues to Step 3.
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Select the web module in the list and click Next. The system continues to Step 4 and displays the summary of installation options.
*
Click Finish. The system displays progress messages and reports when the installation of the application file has been installed successfully.
*
Click Save to Master Configuration to save the installation changes.
*
Repeat the process for each file listed in Table 7-1, 'WAR Files to Be Deployed'. Remember to deploy the files in the order listed in Table 7-1, otherwise, the integration will fail because these files have dependencies on each other.
*
Verify that BusinessObjects has been integrated successfully with WebSphere:
*
Open a browser window.
*
Use the following format to enter the URL for the desktop launchpad:
http://host_name:port_number/businessobjects/enterprise115/desktoplaunch
For example:
http://localhost:9080/businessobjects/enterprise115/desktoplaunch
Note:You cannot use the shortcuts in the BusinessObjects Enterprise program group to access the BusinessObjects Enterprise launchpads deployed on your WebSphere Server. To access them, you must include the port number of the WebSphere Server in your URL.7.3.4 Changing the Connection String for Universe
To change the connection string:
*
Start the BusinessObjects Universe Designer application.
*
Open the Tools menu and select Connections. The Wizard Connection dialog box opens.
*
Select PowerReports and click Edit to modify the connection.
*
If the current PowerReports connection was edited with a previous version, the system prompts for confirmation that you want to edit the connection. Click Yes to continue. The Edit PowerReports connection dialog box opens.
*
If the current PowerReports connection was not edited with a previous version, the Edit PowerReports connection dialog box opens.
*
Enter the user name and password for Argus Insight database read-only user / APR_APP user. The read-only user is created during schema creation. For example, APR_MART_DB_LINK_USER.
Note:APR_APP user has rights to update many of the MART tables. If user wants to use read-only account for BusinessObjects connection they can use APR_MART_DB_LINK_USER account, but Case Series Freezing will not be supported in Reports and Report Writer with the use of read-only account.
*
Click Next. The Configuration Parameters dialog box opens.
*
Click Next. The Custom Parameters dialog box opens.
*
Click Finish. The system returns to the Connections List dialog box.
*
Select PowerReports and then click Test to verify the connection. If you configured the connection correctly, the system confirms that the server is responding.
*
Click OK to close the message box.
*
Click Finish to exit from the BusinessObjects Designer.7.3.5 Configuring PRGroup Settings
*
Log on to the Central Management Console on the BusinessObjects Server.
*
Click the Users and Groups link.
*
Navigate to Group Hierarchy, and then right-click PRGroup and select Member Of. The Member Of dialog box opens.
*
Click Join Group.
*
Navigate to Group Hierarchy, and move Administrators, Everyone, and Universe Designer Users from Available Groups to Destination Group(s).
*
Click OK. Note that the system adds PRGroup to your selections.
*
Click Close.7.3.6 Configuring Argus Insight Folder Rights
To configure the rights for the Argus Insight folder:
*
Log on to the Central Management Console on the BusinessObjects Server.
*
Click Folders.
*
Right-click Argus Insight and select User Security.
*
Select Administrators and click Assign Security. The Assign Security dialog box opens.
*
Uncheck the Inherit From Parent Folder and Inherit From Parent Group check boxes.
*
Select Full Control from the Available Access Levels section and click the right arrow (>) to assign the Full Control access level.
*
Click the Advanced tab, and then click Add/Remove Rights. Change the access rights to match the settings shown in the following two illustrations:
*
Click OK. The Assign Security page opens.
*
Click OK. The User Security: Argus Insight Page opens.
*
Select Everyone and click Assign Security. The Assign Security dialog box opens.
*
Uncheck the Inherit From Parent Folder and Inherit From Parent Group check boxes.
*
Select Schedule and View from the Available Access Levels section and click the right arrow (>) to assign those access levels.
*
Click OK. The system returns to the User Security: Argus Insight page. Note that the access level for the Everyone user group is set to View and Schedule.
*
Click Add Principals.
*
Select PRGroup and click the right arrow (>) to move PRGroup to the Selected users/groups column.
*
Click Add and Assign Security.
*
Select Full Control from the Available Access Levels section and click the right arrow (>) to assign the access level.
*
Click OK. The system returns to the User Security: Argus Insight page. Note that the access level for the PRGroup user group is set to Advanced.
*
Click Close.7.3.7 Configuring BusinessObjects Applications Rights
To configure rights for the BusinessObjects Applications:
*
Log on to Central Management Console on the BusinessObjects Server.
*
Click Applications. The Applications page opens.
*
Right-click Web Intelligence and select User Security. The User Security: Web Intelligence page opens.
*
Click Add Principals.
*
Select PRGroup and click the right arrow (>) to move PRGroup to the Selected users/groups column.
*
Click Add and Assign Security.
*
Select Full Control from the Available Access Levels section and click the right arrow (>) to assign the access level.
*
Click OK.
*
Repeat this procedure to configure rights for the Designer and Desktop Intelligence applications for BusinessObjects.7.4 Configuring the Argus Insight Web Server
This section describes the steps to complete the following tasks:7.4.1 Configuring Holiday Schedule Management
To configure the holiday schedule:
*
Log in to the Argus Insight application.
*
Click the Tools tab in the upper-right corner of the Argus Insight Home page. The ADMINISTRATION TOOLS page opens.
*
Click the List Maintenance tab.
*
Select Holiday Schedule Management from the List Maintenance Items group.
*
Select Company or US Federal from the Attributes group, and click Modify. The Holiday Schedule Management dialog box opens.
*
Define the holidays.
*
Click OK. The system saves your changes and returns to the List Maintenance tab.7.4.2 Configuring Product Designated Medical Events
To configure product designated medical events:
*
Select Product Designated Medical Event Configuration from the List Maintenance Items group.
*
Select All Configurations from the Attributes group, and click Modify. The Product Designated Medical Event Configuration dialog box opens.
*
Make the required selections.
*
Click OK. The system saves your changes and returns to the List Maintenance tab.7.4.3 Configuring Measurable Suppliers
To configure measurable suppliers:
*
Select Measurable Suppliers from the List Maintenance Items group.
*
Select All Configurations from the Attributes group, and click Modify. The Measurable Suppliers dialog box opens.
*
Make the required selections.
*
Click OK. The system saves your changes and returns to the List Maintenance tab.7.4.4 Configuring Sites
To configure sites:
*
Select Site Configuration from the List Maintenance Items group.
*
Select Non-Core Site Configuration from the Attributes group, and click Modify. The Site Configuration dialog box opens.
*
Define your core and non-core sites by using the right and left arrows to move the entries between the Available Sites column (core) and the Considered As Non-Core Sites column.
The system uses this configuration in the DCA-TME Notification Report in Case Processing.
*
Click OK. The system saves your changes and returns to the List Maintenance tab.7.4.5 Configuring Acceptable Delay Justification
To configure an acceptable delay justification:
*
Select Acceptable Delay Justification from the List Maintenance Items group.
*
Select the delay justification that you want to modify. You can select:
*
Acceptable Routing Delay Justification
*
Acceptable Submission Delay Justification
*
Click Modify.
*
Enter the appropriate justification.
The system uses this configuration in the Regulatory Submission and Distribution Compliance report.
*
Click OK. The system saves your changes and returns to the List Maintenance tab.7.5 Configuring LDAP Authentication Settings
This topic describes how to integrate the LDAP authentication with Argus Insight and BusinessObjects. Follow the installation procedures in the order documented.
Note:Create a group in the LDAP Server and assign LDAP users to this group. This group should not exist in BusinessObjects.7.5.1 Setting Up LDAP Authentication in BusinessObjects
To configure the LDAP Server settings in BusinessObjects:
*
Log on to BusinessObjects Central Management Console using the administrator name and password.
*
Click Authentication to access the authentication options in BusinessObjects.
*
Double-click LDAP.
*
Click Start LDAP Configuration Wizard. The system displays the following screen:
*
Add the IP address and port number for the LDAP server. Click Next. The system displays the following screen:
*
Click Next. The system displays the following screen:
*
Enter a name for the base LDAP and click Next. The system displays the following screen:
*
Click Next. The system displays the following screen:
*
Click Next. The system displays the following screen:
*
Click Next. The system displays the following screen:
*
Select one of the New User Options, whichever one is required:
*
New users are created as named users
*
New users are created as concurrent users
*
Click Next. The wizard reports when it has collected all the required information.
*
Click Finish.
*
Wait until the system displays the LDAP screen.
*
Locate the Add LDAP group (by cn or dn) field in the LDAP screen. Type the Group Name configured in LDAP Server, and click Add.
*
Scroll downwards and click Update.
*
Map the LDAP member group whose users you want to authenticate through LDAP.
For example, PR Group is the member group whose users are part of Argus Insight and use LDAP authentication for access to BusinessObjects.
*
Select Create a new account for every added LDAP alias under the New Alias Options on the LDAP window.
*
Close the window.
*
Navigate to Home, Group List, and then right-click PR Group (LDAP) and select Member Of. The Member Of dialog box opens.
*
Click Join Group.
*
Navigate to Group List, select PRGroup, and then click the right arrow (>) to add the PRGroup into the Destination Group.
*
Click OK. Note that PR Group (LDAP) is now a member of the PRGroup.
In addition to the preformatted standard reports, Argus Insight provides the Report Writer tool that you can use to create custom reports for ad hoc/special reporting requirements.
Report Writer is used to create a custom report by directly selecting data mart fields and applying filters on them. The report output can be displayed in various layouts and can be saved in file formats, such as PDF, XLS, or CSV.
This chapter, which explains how to use the custom report tools, includes the following topics:General Report Writer Information
In this version of Argus Insight, Report Writer uses the features of BusinessObjects XI to let you create custom reports by directly selecting data mart fields and viewing the customized results (report output). The Report Writer interface provides a list of database fields organized in a tree structure. To create a report, expand the trees corresponding to the required database fields and select the fields to be displayed as columns in your report.
Once you have created your report, you can edit the report, change the report layout, run the report in specific formats, and save the report.
Note:When you finish using the Report Writer to create, edit, and save custom reports, you must log out of the BusinessObjects application. If you do not log out of BusinessObjects but you do log out of Argus Insight, another user logging in to Argus Insight has access to BusinessObjects with your user credentials. The system does not prompt the new user to log on to BusinessObjects.Creating a New Report
To start Report Writer and create a new report:
*
Navigate to Reports, Report Writer, and select New. The BusinessObjects InfoView logon window opens.
*
Enter your user name and password, and click Log On. The home page for BusinessObjects InfoView opens.
*
Click Document List.
*
Open the New menu and select Web Intelligence Document.
*
Scroll through the list of universes and select Report Writer.
The BusinessObjects XI report panel opens. In the left frame, the Data tab lists all the fields that you can use as the filtering criterion for data analysis. The fields that you select here are displayed as columns in your report output.
*
Expand Report Writer and then expand the Case Series folder.
Note:Select the active case series filter before selecting data mart fields for your report. This prevents Report Writer from querying the entire data mart and slowing down the report output generation.
To view the active case series, navigate to Case Series, Open Case Series, and select Active in Argus Insight.
To make a different case series active, navigate to Case Series, Open Case Series, and select Library in Argus Insight. When the CASE SERIES LIBRARY page opens, select the case series you want to make active and click Make Active.
*
Drag and drop the Active Case Series Filter into the Query Filters panel. The selected filter appears in the right frame.
*
Select the data mart fields to include in your report as follows:
*
Expand Report Writer.
*
Select the fields, as appropriate.
WARNING:
If your report consists of fields from the Event and Product tables, it will only display data for those cases where event assessment has been done. This is because event assessment is the only way of defining relationship between an event and a product.
*
Drag and drop fields from the Report Writer panel into the Result Objects panel.
Tip:To select multiple fields, hold down the CTRL key and select the fields. Then drag the field entities to the report output area (in the right panel).
To delete a column from the report output, right-click the column and then click Remove from the menu.
To revert an action you perform, click Undo on the toolbar.
*
Click Run Query in the toolbar to execute the query.
The Report Writer queries the data mart, automatically executes the query for every field you selected, and displays the data for the selected fields. The fields you selected are displayed as columns in the report output.
For example, Figure 12-1 shows a sample custom report.
Note:When you finish using the Report Writer to create, edit, and save custom reports, you must log out of the BusinessObjects application. If you do not log out of BusinessObjects but you do log out of Argus Insight, another user logging in to Argus Insight has access to BusinessObjects with your user credentials. The system does not prompt the new user to log on to BusinessObjects.Editing Reports
To access the report editing options provided by BusinessObjects, select Edit Query. The report editing options let you control what data appears in your report as well as how it is formatted, calculated, and sorted. None of the edit operations you perform are stored in the database.
Filtering Data
To use the filtering option to reduce data in your report:
*
Click Edit Query to view the Data tab (objects) and the Result Objects panel.
*
Expand Report Writer in the Data tab.
*
Drag and drop the data fields from the Data tab into the Result Objects panel.
*
Drag and drop the filter criterion from the Data tab into the Query Filters panel.
*
Select the operator type from the drop-down list. For example, if you select In list as the operator, the filter is limited to any one or all of the values defined in the list.
*
Click the icon next to the text field to select the values associated with the selected operator.
*
Define the value by selecting the term/word to be used as a filtering criterion.
*
Click OK to confirm the action. The Query Filters panel refreshes automatically to display the complete filtering criterion.
*
Click Run Query to execute the query. The example in the following illustration shows those cases that have been filtered and limited to female patients. For each female patient, the report includes the case number and whether the patient overdosed.
To modify or remove a filter, click the Edit Query tab. Drag and drop the data fields (as the filtering criterion) from the Result Objects panel into the Data tab.
Repeat the procedure to add new data fields and filtering criterion, and then execute the query.Sorting Data
To change the sort order in your report:
*
View your report.
*
Select the column values that you want to sort for the report output. The selected column is highlighted.
*
Right-click in a data cell of the selected column.
*
Click Sort and then select the required sorting option. For example, you can select an ascending or descending sort order. The system refreshes the report and displays the sorted output.Summarizing Data
Use the predefined summary options to calculate the total, count, maximum, minimum, average, and percentage of the values in columns of your reports.
The summary options available to you depend on the type of data in the column you want to summarize. For example, you can only use the Count option if your column contains text data whereas you can use total, maximum, minimum, or average options if the column contains numeric data.
To summarize data:
*
In the Report Title section, click the column that you want to summarize. The selected column is highlighted.
*
Click the Insert Sum icon in the toolbar, and select the required summary option from the list. For example, count, average, min, max, or percentage,
The options available depend on the type of values in the column you selected.
The report output displays the column summary at the bottom of the report.
To remove summary information, right-click the cell that has the summary information, select Remove, and then select the appropriate option from the menu.Formatting Data in Reports
You can use predefined formats to change the appearance of text, numbers, currency, dates, and times in your report. Formatting does not change the underlying data. Table 12-1 describes the available formatting options.
Table 12-1 Formatting Options for Data in ReportsFormatDescription
Default
The default format is the format of the report item before any formatting is applied. Use default to remove formatting.
Number
Use the number format to change the number of decimal places, to specify whether to use a thousands separator, to choose different symbols to represent negative numbers, and to scale large numbers.
Currency
You can choose from many world currencies. Use either the currency symbol or the international code. For example, the currency symbol for the euro is € and the international code is EUR.
In addition, you can change the number of decimal places, specify whether to use a thousands separator, choose different symbols to represent negative numbers, and to scale large numbers.
Date and Time
You can choose from a list of date and time formats, including the 12 or 24 hour clock.
Boolean
You can choose from the true/false values.
To change the format of the data in a report:
*
Display the report output.
*
Click within the header of the column that you want to format. The selected column is highlighted.
*
Right-click the highlighted column, select Format from the menu, and then select the appropriate option from the list.
*
Set the data format properties from the Properties tab, as appropriate.
*
Click OK. The report output is refreshed and displays the formatted data.Turning the Report Layout into a Table or Chart
To access the report layout options for BusinessObjects, use the Turn To context menu option. The layout options let you change the appearance of your reports without changing the underlying data. For example, you can convert your report into a chart or group the report into crosstab column headers.
This section describe the basic layout operations. For detailed information, see the documentation supplied with the your BusinessObjects products.
To turn the report layout into a table or chart:
*
Display the report output.
*
Right-click the report and select Turn To from the context menu. The Turn To dialog box opens.
*
Select the appropriate tab and the appropriate option depending on the type of report format you want. You can select an option from one of the following tabs:
*
Tables
*
Bar Chart
*
Line Chart
*
Area Chart
*
Pie Chart
*
Radar Chart
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Click OK. The report output refreshes and displays in the selected layout. For example:
Saving and Accessing Reports
Use the Save menu option to save the reports you create by using Report Writer. You can save your reports in either Personal or Public folders.
The reports you save are not a snapshot of the data displayed in the report output. Instead, the system stores the specific set of instructions (data mart fields you select) for extracting data from the data mart when you run the report. For example, if you run a report that you saved a week ago, the data in the report reflects any changes in the data mart as a result of the ETL process.Saving Reports
To save a report:
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Click the Save icon in the toolbar. The options for saving the report appear.
Tip:You can save the report in Microsoft Excel, Adobe PDF, CSV, and CSV (with options) formats.
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Click Save as to save the report on your system. The Save Document dialog box opens.
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Enter a name for the report in the Name field.
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Select a to specify the location where the report needs to be saved:
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Select the Public Folders, Report Writer folder if you want all users to be able access the report.
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Select the My Folders, Favorites folder if you want to save the report as a personal document.
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Click OK to save the report in the location you specified.Accessing the Report Writer Library
To access the reports you save in the My Favorites folder, navigate to Reports, Report Writer, New, BusinessObjects InfoView home page, and then select My Favorites. You can access the saved reports from the following page:
Note:The Reports, Report Writer, Library menu is no longer available in Argus Insight.
Right-click a report and select Modify to edit a saved report. The report opens in the BusinessObjects XI web intelligence interface. After you edit the report, you can save it by another name by using the Save as option in the Save menu.Using SMQs in Report Writer
If you select a SMQ, the system displays all the cases based on that SMQ.
To use SMQs in Report Writer:Business Objects User Guide
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Navigate to Reports, Report Writer, and select New. The BusinessObjects InfoView logon window opens.
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Enter your user name and password, and click Log On. The home page for BusinessObjects InfoView opens.
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Click Document List.
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Open the New menu and select Web Intelligence Document.
The following page opens:
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Click Report Writer.
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Click the Data tab.
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Navigate to Events - Event Information, and drag and drop Event SMQ (Broad) into the Result Objects panel.
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Click Run Query.
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Click Edit Query.
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Navigate to Events - Event Information, and drag and drop Event SMQ (Narrow) into the Result Objects panel.
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Click Run Query.
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Navigate to Events - Event Information, and drag and drop Case Number into the Result Objects panel.
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Click Run Query to display all the case numbers that correspond to the selected SMQ.Creating AdHoc ReportsBusiness Objects User Manual Online
This section describes how to use BusinessObjects InfoView to save the customized reports under the AdHoc Reports menu. AdHoc Reports is a repository where all the customized reports are saved. Reports can be shared among different users.
To save AdHoc reports:Business Objects User Manual 2017
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Log in to Argus Insight.
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Navigate to Reports, Report Writer, and select New.
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Log on to the home page for BusinessObjects InfoView.
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Click Document List.
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Open the New menu and select the type of document you want to create.
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Copy or save the selected item to the folder structure corresponding to the Argus Insight menu.
You must use BusinessObjects InfoView to access your saved ad hoc reports that you create using BusinessObjects InfoView. You cannot access these reports from Argus Insight.
