BusinessObjects XI (Release 2): The Complete Reference / Edition 1

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This book is a must read for anyone deploying BusinessObjects. It covers everything from planning your upgrade to the latest release, to best practices in universe design, and powerful report creation that maximizes business insight. This book covers the most frequently used features for the full BI suite, in one comprehensive book. There's in depth coverage of Designer, security via the Central Management Console, InfoView, Web Intelligence, and Desktop Intelligence. It goes beyond step-by-step instructions to cover how and why in a business context. Transition notes are interspersed for version 5 and 6 customers to understand the biggest changes in XI Release 2. If you drive BI requirements in your company or are a data warehouse program manager, Business Objects administrator, report author or consumer, this book is for you.
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Product Details

  • ISBN-13: 9780072262650
  • Publisher: McGraw-Hill Professional Publishing
  • Publication date: 6/27/2006
  • Series: Osborne Complete Reference Series
  • Edition number: 1
  • Pages: 650
  • Sales rank: 634,138
  • Product dimensions: 7.30 (w) x 9.10 (h) x 1.25 (d)

Meet the Author

Cindi Howson is the President of ASK, a BI consultancy. She has worked with Business Objects since 1994, helping customers around the world implement and optimize their deployments. As an industry analyst, she authors the BIScorecard(tm) product reviews, teaches for TDWI, and writes for Intelligence Enterprise. You can contact her at
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Table of Contents

Part I Getting Ready for BusinessObjects XI
1 Introduction to Business Intelligence 3
The Background of Business Intelligence 3
A Broader BI Suite 10
The History of Business Objects the Company 19
The Future 21
Summary 21
2 Goals of Deploying BusinessObjects XI 23
IT Goals 24
Business Goals 27
BI Standardization: A Joint Goal 30
Measures of Success 31
Summary 35
3 Understanding Your Users 37
What Is Segmentation? 37
Others Who Affect Implementation Efforts 41
When to Analyze Segments 44
Project Roles 44
Summary 47
4 Marketing BusinessObjects XI 49
When to Develop a Marketing Plan 49
Elements of a BI Marketing Plan 50
Situation Analysis 50
Marketing Mix: The Four Ps 53
Approaches to Training 60
Customizing per Segment 61
Summary 62
5 Under the Covers: Migrating to a New Architecture 63
File-Based Repository 63
Optimized Processes 65
Migration 67
Import Wizard 79
Report Conversion 85
Summary 89
Part II A Better Universe
6 Universe Design Principles 93
Keep It Simple 93
Align with Business Goals 95
Evolving the Universe 96
Universe Components 98
How Designer Works 103
Crystal Business Views 105
Summary 106
7 Using Designer to Build a Basic Universe 107
Launching Designer 107
Opening a Universe 108
Folders and Domains 109
Designer Workspace 110
Designer Toolbars 110
Universe Parameters 114
Universe Connections 131
Designer Options 138
Quick Design Wizard 139
Summary 142
8 Universe Joins 143
Join Graphics 143
Basic Joins 146
Outer Joins 150
About ANSI 92 or SQL 92 153
Loops and Contexts 154
Composite Keys and Complex Joins 168
Aliases 171
Self-Joins and Aliases 175
Shortcut Joins 177
Summary 178
9 Classes and Objects 179
The Universe Pane 179
Types of Objects 180
Object Ordering 183
Naming Conventions 185
Working with Classes and Objects 187
Modify a Detail or Attribute 200
Insert a Measure 201
Object Formats 204
Summary 206
10 List of Values 207
How List of Values Works 207
List of Values Settings 210
Simple Customization 212
Reusable Lists of Values 225
Incorporating Personal Data Files 226
Summary 228
11 Advanced Objects 229
Reducing Maintenance with Base Objects and @Select 229
The SQL Editor 230
Some Caveats about SQL Functions 230
Condition Objects 234
Objects with Prompts: Interactive Objects 239
Aggregate Awareness 244
Derived Tables 256
HTML Links 258
Popular SQL Functions 261
Summary 271
12 Multidimensional Analysis 273
What Is Multidimensional Analysis? 273
Time Hierarchy 274
OLAP Universes 278
Summary 282
13 Securing the System 283
The Enterprise Environment: What Needs Securing 283
Introducing the Central Management Console 284
Authentication 288
Planning for Authorization 294
Centralized or Decentralized Security: Who's My Supervisor? 304
Granting Access to Universes 307
Further Securing the Data: Column- and Row-Level Security 309
Summary 327
14 Design Principles: Where to Put the Intelligence 329
What Is Intelligence? 329
Places for Intelligence 330
Evaluating the Pros and Cons of Each Alternative 331
Summary 346
15 Minimizing Universe Maintenance 347
Linked Universes 347
What Gets Linked 349
How Linking Works 350
How to Add a Link 350
Permanently Importing Universe Components 352
Removing a Link 353
Object Sort Order 353
Approaches to Development, Test, and Production Universes 354
Multiple Designers 365
Metadata Integration 367
Summary 368
16 Getting Ready for Production 369
Universe Integrity 369
Universe Documentation 373
Quality Assurance Checklist 377
Benchmark Reports 380
Monitoring User Activity 384
Summary 390
Part III Reporting and Analysis
17 Navigating InfoView 393
Logging In to InfoView 393
The InfoView Panels 396
Accessing Documents 400
InfoView Preferences 404
My InfoView Dashboard 412
Summary 415
18 Working with Documents 417
Opening a Document 417
Understanding a Document's Structure 420
Components of a Report 421
Refreshing a Document 423
Handling Prompts and Lists of Values 425
Saving Documents 429
Scheduling a Document 431
Logging Off 439
Summary 440
19 Analyzing the Data 441
The HTML Interactive Viewer 441
Block Types 443
Master/Detail 447
Sort 449
Breaks 450
Calculations 452
Filter 454
Ranking 459
Drill 463
Drill Through To Detail 470
Sharing Your Analysis: Discussions 472
Summary 473
20 Creating a New Query 475
Formulating a Business Question 475
Choosing a Query Panel 476
The Query Panel 479
Result Objects 482
Query Filters 484
Query Options 492
OLAP Access 495
Summary 496
21 Advanced Report and Chart Formatting 497
The Formatting Toolbar 497
What and How to Format 499
Formatting a Cell 499
Formatting in the Java Report Panel 504
Structure Mode 512
Formatting a Chart 525
Page Layout 530
Formatting Master/Detail Reports 533
User Settings 534
Summary 534
22 Formulas and Variables 535
Web Intelligence Functions 535
Types of Formulas 540
Syntax Differences Between Web Intelligence and Desktop Intelligence 540
Creating a Formula Step-by-Step 541
Saving Formulas as Variables 545
Using Operators in Formulas 548
Using Functions in Formulas 550
Creating Variables in Desktop Intelligence 588
Summary 590
23 Complex Queries 591
Multipass Queries 591
Multiple Data Providers 594
Measure Conditions/Having Clause 599
Complex Query Filters 599
Subqueries 606
Object Equal to Another Object 609
Summary 610
24 Desktop Intelligence 611
Why Desktop Intelligence 611
Online Mode vs. Offline Mode 612
Types of Data Providers 615
Complex Queries 620
User-Defined Objects 624
Advanced Formatting Capabilities 624
Publishing to the Repository 634
Summary 636
Bibliography 637
Index 639
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  • Anonymous

    Posted May 8, 2008

    Far From Complete and Glances Over Important Topics

    While the book is hefty it is far from the 'complete reference'. It tends to glance over a number of important topics and offers little in answering some of the simple and important questions a new universe developer will encounter. I was hoping for a reference that talked to best practices for universe development, but was really disappointed. The author stresses the importance of solid universe design and then barely discusses many topics.

    1 out of 1 people found this review helpful.

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  • Anonymous

    Posted November 13, 2009

    No text was provided for this review.

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