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

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

by Cindi Howson

ISBN-10: 0072262656

ISBN-13: 9780072262650

Pub. Date: 06/27/2006

Publisher: McGraw-Hill Professional Publishing

Gain the Competitive Edge with the Ultimate Resource on BusinessObjects XI Release 2

Publish actionable business reports across your enterprise using BusinessObjects XI and the detailed information contained in this one-stop resource. BusinessObjects XI: The Complete Reference explains, step-by-step, how to design and build powerful universes,

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Gain the Competitive Edge with the Ultimate Resource on BusinessObjects XI Release 2

Publish actionable business reports across your enterprise using BusinessObjects XI and the detailed information contained in this one-stop resource. BusinessObjects XI: The Complete Reference explains, step-by-step, how to design and build powerful universes, integrate security, execute efficient queries, and distribute the results.

You'll learn how to create an implementation strategy that fits your business goals, define and manage users, and integrate your reports into Web and Windows applications. All of the new and updated features of BusinessObjects XI Release 2 are covered in full detail, including the new architecture, Designer, security through the Central Management Console, InfoView, Web Intelligence, Desktop Intelligence, report scheduling, and auditing usage.

  • Develop a visionary BusinessObjects XI deployment strategy
  • Migrate existing deployments to BusinessObjects XI Release 2
  • Use Designer to create robust universes aligned with the business goals that empower users to answer their own questions
  • Design and implement security policies that fit your company's needs
  • Monitor system usage and develop deployment practices for mission-critical BI
  • Translate complex business questions into simple, efficient Web Intelligence queries
  • Design reports that facilitate insight with richly formatted tables, charts, alerters, and report formulas
  • Reach more users with the power of interactive reports to dynamically sort, filter, rank, and drill through to detail at a simple mouse-click

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Product Details

McGraw-Hill Professional Publishing
Publication date:
Osborne Complete Reference Series
Product dimensions:
7.30(w) x 9.10(h) x 1.25(d)

Table of Contents

Part IGetting Ready for BusinessObjects XI
1Introduction to Business Intelligence3
The Background of Business Intelligence3
A Broader BI Suite10
The History of Business Objects the Company19
The Future21
2Goals of Deploying BusinessObjects XI23
IT Goals24
Business Goals27
BI Standardization: A Joint Goal30
Measures of Success31
3Understanding Your Users37
What Is Segmentation?37
Others Who Affect Implementation Efforts41
When to Analyze Segments44
Project Roles44
4Marketing BusinessObjects XI49
When to Develop a Marketing Plan49
Elements of a BI Marketing Plan50
Situation Analysis50
Marketing Mix: The Four Ps53
Approaches to Training60
Customizing per Segment61
5Under the Covers: Migrating to a New Architecture63
File-Based Repository63
Optimized Processes65
Import Wizard79
Report Conversion85
Part IIA Better Universe
6Universe Design Principles93
Keep It Simple93
Align with Business Goals95
Evolving the Universe96
Universe Components98
How Designer Works103
Crystal Business Views105
7Using Designer to Build a Basic Universe107
Launching Designer107
Opening a Universe108
Folders and Domains109
Designer Workspace110
Designer Toolbars110
Universe Parameters114
Universe Connections131
Designer Options138
Quick Design Wizard139
8Universe Joins143
Join Graphics143
Basic Joins146
Outer Joins150
About ANSI 92 or SQL 92153
Loops and Contexts154
Composite Keys and Complex Joins168
Self-Joins and Aliases175
Shortcut Joins177
9Classes and Objects179
The Universe Pane179
Types of Objects180
Object Ordering183
Naming Conventions185
Working with Classes and Objects187
Modify a Detail or Attribute200
Insert a Measure201
Object Formats204
10List of Values207
How List of Values Works207
List of Values Settings210
Simple Customization212
Reusable Lists of Values225
Incorporating Personal Data Files226
11Advanced Objects229
Reducing Maintenance with Base Objects and @Select229
The SQL Editor230
Some Caveats about SQL Functions230
Condition Objects234
Objects with Prompts: Interactive Objects239
Aggregate Awareness244
Derived Tables256
HTML Links258
Popular SQL Functions261
12Multidimensional Analysis273
What Is Multidimensional Analysis?273
Time Hierarchy274
OLAP Universes278
13Securing the System283
The Enterprise Environment: What Needs Securing283
Introducing the Central Management Console284
Planning for Authorization294
Centralized or Decentralized Security: Who's My Supervisor?304
Granting Access to Universes307
Further Securing the Data: Column- and Row-Level Security309
14Design Principles: Where to Put the Intelligence329
What Is Intelligence?329
Places for Intelligence330
Evaluating the Pros and Cons of Each Alternative331
15Minimizing Universe Maintenance347
Linked Universes347
What Gets Linked349
How Linking Works350
How to Add a Link350
Permanently Importing Universe Components352
Removing a Link353
Object Sort Order353
Approaches to Development, Test, and Production Universes354
Multiple Designers365
Metadata Integration367
16Getting Ready for Production369
Universe Integrity369
Universe Documentation373
Quality Assurance Checklist377
Benchmark Reports380
Monitoring User Activity384
Part IIIReporting and Analysis
17Navigating InfoView393
Logging In to InfoView393
The InfoView Panels396
Accessing Documents400
InfoView Preferences404
My InfoView Dashboard412
18Working with Documents417
Opening a Document417
Understanding a Document's Structure420
Components of a Report421
Refreshing a Document423
Handling Prompts and Lists of Values425
Saving Documents429
Scheduling a Document431
Logging Off439
19Analyzing the Data441
The HTML Interactive Viewer441
Block Types443
Drill Through To Detail470
Sharing Your Analysis: Discussions472
20Creating a New Query475
Formulating a Business Question475
Choosing a Query Panel476
The Query Panel479
Result Objects482
Query Filters484
Query Options492
OLAP Access495
21Advanced Report and Chart Formatting497
The Formatting Toolbar497
What and How to Format499
Formatting a Cell499
Formatting in the Java Report Panel504
Structure Mode512
Formatting a Chart525
Page Layout530
Formatting Master/Detail Reports533
User Settings534
22Formulas and Variables535
Web Intelligence Functions535
Types of Formulas540
Syntax Differences Between Web Intelligence and Desktop Intelligence540
Creating a Formula Step-by-Step541
Saving Formulas as Variables545
Using Operators in Formulas548
Using Functions in Formulas550
Creating Variables in Desktop Intelligence588
23Complex Queries591
Multipass Queries591
Multiple Data Providers594
Measure Conditions/Having Clause599
Complex Query Filters599
Object Equal to Another Object609
24Desktop Intelligence611
Why Desktop Intelligence611
Online Mode vs. Offline Mode612
Types of Data Providers615
Complex Queries620
User-Defined Objects624
Advanced Formatting Capabilities624
Publishing to the Repository634

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