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3. Activatethecategoryyouwanttomanage.
4. ClickAdd.
ToDeleteacategoryfromthelistofcategories
1. OpenyourfileintheDesktopIntelligenceAdministrator.
2. ClickExporttoRepositoryintheFilemenu.
3. ClickCategoriesatthebottomofthedialogbox.
4. ClickManage.
5. Browsetothecategoryyouwanttodelete.
6. Activatethecategory.
7. ClickDelete.
ToEditacategory
1. OpenyourfileintheDesktopIntelligenceAdministrator.
2. ClickExporttoRepositoryintheFilemenu.
3. ClickCategoriesatthebottomofthedialogbox.
4. ClickManage.
5. Browsetothefileyouwanttoeditorrename.
6. ClickEdit.
Therighttocreateordeleteafolderiscontrolledbytheserver.Ifyoureceive
anerrormessage,seeyourserveradministrator.
Importingfromtherepository
Youcanimportfromfoldersorcategories.
Toimportadocumentfromafolderintherepository
1. ChoosefoldersorcategoriesatthebottomleftoftheBrowseCategories
box.
2. ClickImportfromRepositoryintheFileMenu.
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Importingfromtherepository
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3. Browsetothedocumentyouwanttoimport.
4. Selectthedocument.
5. SelectOpenonretrieval.
6. ClickRetrieve.
Retrievingdifferentinstancesofagivendocument
Ifyouhavemorethanoneinstanceofafile,theRetrieveinstancesbutton
isactivated.
SelectthefileyouwanttoImporttotheRepository.
Note:
• InstancesareplacedinfoldersusingInfoView.
• SchedulingoptionsareaccessedfromInfoView.
IftheRetrieveInstancesbuttonisavailable,thereismorethanoneinstance
ofthedocument..
TochooseanInstanceofadocument
1. ClicktheRetrieveInstancebutton.
2. Chooseaninstanceofthedocument.
3. ClickRetrieve.
SendingdocumentsfromDesktop
Intelligence
YoucansendDesktopIntelligencedocumentseithertootherusersofthe
BusinessObjectsdeploymentortootherindividualsviaemail.
OtherusersoftheBusinessObjectsdeploymentmusthaveappropriate
rightsinordertoaccessthedocument.Iftheydonot,oriftheyarenotapart
oftheBusinessObjectsdeploymentandreceivethedocumentviaemail,
thedocumentmusthavebeensavedwiththeSaveforallusersoption
selectedinorderforthemtohaveaccesstothedocument.
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SendingdocumentsfromDesktopIntelligence
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TosenddocumentstousersandgroupsfromDesktop
Intelligence
1. ClickFile>SendTo>Users.
2. IntheSenddocumentstousersbox,clickBrowse,andthenlocateand
addthedocumentyouwanttosend.
ThedocumentappearsintheDocument(s)toSendlist.Ifadocument
wasalreadyopeninDesktopIntelligence,itappearsbydefault.
3. Inthe"Senddocumentstousers"box,clickTo.
4. Inthe"SelectUsersandGroups"box,clickGroupstoseegroupsof
usersorUserstoseeindividualusers.
YoucanrefreshthelistbyclickingRefresh.
5. Selectoneormoreinthelist.
UseCtrl+clickformultipleselection.
6. ClickAddtoaddyourselectiontotheDocumentRecipientslist.
Youcanchooseanoption,GroupsorUsers,adduserstotheDocument
Recipients,andthendothesamewiththeotheroption.
7. ToremoveusersorgroupsfromtheDocumentRecipientslist,select
themandclickRemove.
8. ClickOK.
TheselecteddocumentsaresenttotheBusinessObjectsinboxofthe
documentrecipients.
TosenddocumentsbyemailwithDesktop
Intelligence
Youmusthaveanemailclientonyourmachinethatisconfiguredtoopen
newemailswithavalidemailaccount.Iftherecipientisnotauserofthe
BusinessObjectsdeploymentwiththeappropriaterightstoreadthe
document,youmustfirstsavethedocumentwiththeSaveforallusers
optionselected.
1. OpenaDesktopIntelligencedocument.
2. ClickFile>SendTo>SendtoMail.
DesktopIntelligenceAccessandAnalysisGuide
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IntroductiontoAccessingDatawithDesktopIntelligence
SendingdocumentsfromDesktopIntelligence
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Anemptyemailisopenedbyyouremailclient.TheDesktopIntelligence
documentisattachedtotheemail.
3. Specifythedesiredrecipientandsubject,addamessageifdesired,and
thensendtheemail.
Theemailwiththeattacheddocumentissenttotheemailaddressyou
specified.
SendingdocumentsfromDesktop
Intelligence
YoucansendDesktopIntelligencedocumentseithertootherusersofthe
BusinessObjectsdeploymentortootherindividualsviaemail.
OtherusersoftheBusinessObjectsdeploymentmusthaveappropriate
rightsinordertoaccessthedocument.Iftheydonot,oriftheyarenotapart
oftheBusinessObjectsdeploymentandreceivethedocumentviaemail,
thedocumentmusthavebeensavedwiththeSaveforallusersoption
selectedinorderforthemtohaveaccesstothedocument.
44
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SendingdocumentsfromDesktopIntelligence
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Building Querieson
Universes
3
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Overview
ThischapterisaboutaccessingdatausingDesktopIntelligencenative
technology:buildingqueriesonuniverses.
Whatisauniverse?
DesktopIntelligenceuniversesmakeiteasytoaccessdatabecausethey
containobjectsofdatainbusinesstermsthatarefamiliartoyou.What's
more,youneednoknowledgeofthedatabasestructure,orofdatabase
technology,tobeabletocreatepowerfulreportswithdatathatisrelevant
toyourwork.
Universesprovidethebusiness-intelligent,semanticlayerthatisolatesyou
fromthecomplexitiesofthedatabase.Auniversemapstodatainthe
databaseineverydaytermsthatdescribeyourbusinesssituation.
Universesaremadeupofclassesandobjects.Forexample,theobjectsin
ahumanresourcesuniversewouldbeNames,Addresses,Salaries.Classes
arelogicalgroupingsofobjects.Eachclasshasameaningfulname,such
asVacation(forobjectspertainingtoemployeevacations).Eachobjectmaps
todatainthedatabaseandenablesyoutoretrievedataforyourreports.
Whoisresponsibleforcreatinguniverses?
Inyourcompanyororganization,universesarecreatedbyauniverse
designer,whoworkswithanapplicationcalledDesigner.Thedesignerthen
makesuniversesavailabletoyouandotherusersatyoursite,sothatyou
canaccessthedatayouwantfromthedatabase.
TwodemouniversesthatmaptodemodatabasesaredeliveredwithDesktop
Intelligence.AfulldescriptionoftheseisprovidedinDemonstrationmaterials
onpage47below.
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DesktopIntelligenceAccessandAnalysisGuide
BuildingQueriesonUniverses
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Overview
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Whatareuniversequeries?
Universequeriesenableyoutoretrievedatafromadatabaseviaauniverse.
Youbuildaquerytobringdatatoareport,eitherwhenyoucreatethereport
orwhenyouwanttoviewnewdata.
Whenyoubuildaquery,youselectobjectsfromauniverse,thenrunthe
query.DesktopIntelligenceconnectstothedatabase,andretrievesthedata
mappedbytheobjectsyouselected.DesktopIntelligenceretrievesthisdata
byexecutinganSQLqueryagainstthedatabase;DesktopIntelligence
generatesthisSQLaccordingtotheobjectsyouselect.SQLstandsfor
StructuredQueryLanguage;itisthequerylanguageunderstood(invarious
dialects)byallrelationaldatabases.
Note:
SQLqueriesgeneratedbyDesktopIntelligencecannotexceed65,536
charactersinlength.
Demonstrationmaterials
Severaldemonstrationdatabases,andtheiraccompanyinguniversesand
reportsareincludedintheDesktopIntelligencepackage.Theyareinstalled
withDesktopIntelligence,andusedintheexamplesinthisguide.The
databasesarecompatiblewithMicrosoftAccess2000.TheDesktop
IntelligenceCDalsoincludesgenericSQLscriptsanddatafilestoallowa
databaseadministratortobuildthedatabasesonanyRDBMS.
IslandResortsMarketing
TheIslandResortsMarketinguniverseaccessesdataintheclub.mdb
database.Itisdesignedforanimaginarytouroperatorthatrunsbeachclubs
indifferentresortsaroundtheworld.Youuseittoretrievedataonsalesand
reservationsforresortsandcustomers,overtime.Theillustrationbelow
showstheuniverse'sclassesandobjectsastheyappearinDesktop
Intelligence.
Becauseuniversesprovideabusiness-intelligentsemanticlayerbetween
youandthedatabase,thenamesoftheclassesandobjectsinthe
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BuildingQueriesonUniverses
Overview
demonstrationuniverseareself-explanatory.Forexample,theResortclass
containsobjectsthatmaptodataonresorts:
• TheResortobjectretrievesthenamesofthecompany'sresorts.
• TheServiceobjectretrievesdataforthetypesofservicesineachresort:
accommodation,foodanddrinks,recreation.
• TheServiceLineobjectretrievesdataforthetypesofserviceineach
resort,forexamplefamilysuite(foraccommodation),restaurant(forfood
anddrinks).
Formoreinformationonclassesandthedifferenttypesofobjectsyoufind
inDesktopIntelligence,refertoClassesandsub-classesonpage48and
Dimensionobjects,measureobjectsanddetailobjectsonpage48.
Classesandsub-classes
Thedemonstrationuniversecontainsfiveclasses:Resort,Customer,Sales,
ReservationsandMeasures.Thepurposeofclassesistoprovidelogical
groupingsofobjects.Forexample,theCustomerclasscontainsobjectsthat
youmaptodataoncustomersinthedatabase.
TheCustomerclasscontainsasub-class,whichisentitledSponsor.A
sub-classistoaclasswhatasub-folderistoafolder.
Dimensionobjects,measureobjectsanddetailobjects
Whencreatinguniverses,universedesignersdefineandqualifyobjects.The
qualificationofanobjectrevealshowitcanbeusedinanalysisinreports.
Anobjectcanbequalifiedasadimension,adetail,orameasure.Eachtype
ofobjectservesadifferentpurpose:
Measureobjectsaresemanticallydynamic:thevaluestheyreturndepend
ontheobjectstheyareusedwith.Forexample,ifyouincludeResortand
Revenueinaquery,revenueperresortiscalculated.IfyouincludeCustomer
andRevenue,revenuepercustomeriscalculated,andsoon.
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Overview
eFashion
TheeFashiondemodatabasecontainsretaildatafromaclothingchain.It
tracks211products(663productcolorvariations),soldover13storesinthe
US,overthreeyears.Itcontainsapproximately90,000rowsofdata.
Buildingabasicqueryonauniverse
Youcanbringdatatoareportbybuildingaqueryonauniverse.You
completethistaskintheQueryPanel,agraphicalinterfacethatenablesyou
tobuildaquerybydragginganddroppingobjectsfromtheuniverse.The
QueryPanelisillustratedinDisplayingthequerypanelonpage49.
Therearethreestepsinbuildingabasicqueryonauniverse.
• Displaythequerypanel
• BuildthequeryintheQueryPanelandrunthequery
• Savethequerydefinition
Displayingthequerypanel
HowyoudisplaytheQueryPaneldependsonwhetheryou'recreatinganew
documentorbuildinganewqueryinsideanexistingdocument.Youcanuse
thefollowingcommandsandtoolbarbuttons.
Then
Ifyouwant
clicktheNewReportWizardbutton
(Standardtoolbar).
tocreateanewdocument,
clickEditDataProviderontheData
menu.
toeditaqueryorothertypeofdata
providerinthecurrentdocument,
DesktopIntelligenceAccessandAnalysisGuide
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BuildingQueriesonUniverses
Buildingabasicqueryonauniverse
Then
Ifyouwant
clickNewDataProviderontheData
menu.
tocreateanewqueryorothertype
ofdataproviderinthecurrentdocu-
ment,
Ifyouneedmoreinformation,referto"Workflowsforaccessingdata."
TheQueryPaneldisplaysthecontentsofyourDesktopIntelligenceuniverse
andletsyouselectdatawithsimplemouseclicks.
IntheClassesandObjectstreeontheleftsideofthescreen,displayisas
follows:
• Classesappearasfolders.
• Objectsappearascubes(fordimensions),spheres(formeasures),or
pyramids(fordetails).
Thebuttononthebottomleft,undertheClassesandObjectstree,withan
iconshowingthedifferentkindsofobjects,isselectedbydefaultandcontrols
displayoftheuniverse'sclassesandobjects.
Thebuttontoitsrightdisplaystheuniverse'spredefinedconditions.
Thesearchboxnexttothesebuttonsletsyoutypeasearchstringtosearch
forobjectsintheuniverse.
TheOptionsbuttonenablesyoutosetoptionsbeforerunningthequery,for
exampletospecifyamaximumnumberofrows.
TheResultObjectsboxdisplaystheobjectsthatareincludedinthequery.
TheConditionsboxdisplaystheconditionslimitingthedatareturnedbythe
query.
TheSaveandClosebuttonletsyousavethequeryyouhavedefinedwithout
runningit.YoucanrunitlateronbyusingtheRefreshcommand.
WhenyouclickView,therawdataretrievedbythequeryappearsinthe
DataManager.FromtheDataManager,youcanedit,acceptorcancelthe
query.
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