SAP BusinessObjects Enterprise InfoView User's Guide

Welcome to BusinessObjects Enterprise

About this documentation

Who should use this documentation?

Getting Started

What's new in BusinessObjects Enterprise XI 3.1?

Logging on to InfoView

To log on to InfoView

Workspace panel

InfoView Workspace toolbar

Recommended reading

Viewing objects

Publishing and managing objects

Crystal Reports Server recommended reading

How to access InfoView

How to view files

How to schedule files

How to organize files

How to use Discussions

Setting Preferences

General preferences

To set general preferences

Web Intelligence preferences

Selecting Web Intelligence viewing preferences

To select a view format for Web Intelligence documents

To select a formatting locale for Web Intelligence documents

Selecting a creation/editing tool

To select a default creation/editing tool

Selecting a default universe

To select a universe

Selecting your drill options

To set your drill options

Selecting an MS Excel format

To select an MS Excel format

Desktop Intelligence preferences

To set Desktop Intelligence viewing preferences

Crystal Reports preferences

Selecting your Crystal report viewer

To select a Crystal report viewer

Description of the Crystal report viewers

Web ActiveX viewer

Web Java viewer

Dashboard and analytics preferences

To set dashboards and analytics preferences

Changing your password

To change your password

Working with Objects

Navigating through folders or categories

To navigate through folders or categories

Accessing objects in your personal folders or inbox

To access your folders or your Inbox

Viewing objects

Selecting which objects to display

To select the type of objects that are displayed

Opening objects for viewing

To view an object

Changing viewers

Searching in InfoView

Searching for objects

To search for an object

Performing advanced searches

To perform an advanced search

Searching within objects

To search within the content of objects

Content Search features

What gets searched with Content Search

Search techniques

Organizing objects

Creating folders or categories

To create a folder or category

Setting the properties of a folder or category

To set the properties of a folder or category

Adding objects to a folder

Assigning objects to a category

To assign an object to a category

Sorting objects

Scheduling objects

To schedule an object

Setting the instance title

Choose a recurrence pattern

Enabling notification

To enable audit notification

To enable email notification

Specifying database logon information

To schedule an object with database logon information

Specifying an instance format

Available formats

To specify an instance format

Additional formatting options for Crystal reports

Specifying an instance destination

To specify a destination

Destination locations

Destination options

Applying record selection formulas

To apply a record selection formula

Printing an instance

To set the print settings for a Crystal report

To set the print settings for a Desktop Intelligence document

Scheduling with events

To schedule an object with events

Choosing a server to run a scheduling job

To set the scheduling server group settings

Scheduling an object with Prompts or Parameters

To schedule an object with parameters

Caching Web Intelligence and Desktop Intelligence documents

To select a cache format for Web or Desktop Intelligence documents

Pausing or resuming an instance

To pause an instance

To resume an instance after pausing it

Scheduling an object package

To schedule an object package

Viewing object history

Viewing instances of objects

To view the latest instance of an object

Viewing historical instances

To view the history of an object

Deleting an instance

To delete an instance

Sending objects or instances

To view the latest instance of an object

Creating new objects in InfoView

Adding objects to InfoView

To add a Crystal report to InfoView

To add a document from your computer to InfoView

Copying objects

To copy an object

To move an object

Deleting objects

To delete an object

Creating shortcuts

To create a shortcut to an object

Creating hyperlinks

To create a hyperlink

Setting object properties

To set the object properties

Using My InfoView

To define My InfoView content

Editing My InfoView

To edit My InfoView and custom page layouts

Using Discussions

Using the Discussions panel

Accessing the Discussions panel

Creating a note

Replying to a note

To reply to a note

Deleting a note

To delete a note

Using Encyclopedia

Accessing Encyclopedia

Creating and maintaining Encyclopedia information

Editing overview information

To edit overview information

Business questions

Creating a question

To create a business question

Associating questions with an object

To associate a business question with an object

Editing a question

To edit a question

Deleting a question

To delete a question

Creating a term

To create a glossary term

Associating a glossary term with an object

To associate a glossary term with an object

Deleting a term

To delete a term

Guided analysis

Following a storyline

To follow a storyline

Creating a storyline

To create a storyline

Editing a storyline

To edit a storyline

Deleting a storyline

To delete a storyline

Working with Crystal Reports

Viewing Crystal reports

Crystal Reports viewer toolbar

Drilling reports

To drill down Crystal reports

Looking at alerts

To view alerts in Crystal reports

To view and edit the parameters of Crystal reports in the Web viewer

Distributing reports

Printing reports

To print Crystal reports

Exporting reports

To export Crystal reports

Interactive Sorting

To sort data interactively

Crystal Reports Viewer

Installing the Crystal Reports Viewer

To install the Crystal Reports Viewer

Launching the Crystal Reports Viewer

Working with Web Intelligence Documents

Viewing Web Intelligence documents

Web Intelligence toolbar

Displaying the navigation map

To display the navigation map

Displaying user prompts

To display user prompts

Finding text in documents

Drilling documents

To drill document data

Creating Web Intelligence documents

Selecting a universe for a new document

To select a universe for a new document

Editing queries in existing documents

To edit queries while viewing documents

Working with Voyager Workspaces

Creating Voyager workspaces

To create a Voyager workspace

Overview of member selection

Selecting individual members from a list of all members

To select individual members

Selecting members by searching

To search for member names or captions

Selecting all members at a particular level in the dimension

To select all members at a level

Selecting parent, child, or sibling members

To select parent, child, or sibling members

Hiding members from view

Sorting data columns or rows

To sort data columns or rows in ascending order

To sort data columns or rows in descending order

To reverse the sort direction

Removing a sort

To manually remove a sort

Filtering the data in crosstabs and charts

To apply a new filter

Adding a second filter

To modify an existing filter

Removing a filter

To manually remove a filter

Automatically removed sorts, filters, and ranks

Ranking the data in the crosstab

To modify an existing rank

Adding a second rank

Removing a rank

To manually remove a rank

Rank Editor dialog box

Displaying sorts, filters, and ranks applied to the query

Hidden sorts, filters, and ranks

Combining a sort and filter

Combining a sort and rank

Combining a filter and rank

Drilling down and drilling up

To expand-drill down a level in a crosstab

To expand-drill up a level in a crosstab

To expand-drill down a level in a chart

To expand-drill up a level in a chart

To focus-drill down a level in a crosstab

To focus-drill up a level in a crosstab

To focus-drill down a level in a chart

To focus-drill up a level in a chart

Overview of exception highlighting

Applying exception highlighting

Removing exception highlighting

To add the default totals

To add commonly used visual totals (Aggregate, Sum, Average, and Count)

To add other visual totals

Changing to a different visual total

To change a visual total to a different type

Removing visual totals

To turn off all visual totals simultaneously

To remove individual visual totals

Visual totals on charts

Basic calculations

Adding a basic calculation

To add a basic calculation to the crosstab

To edit a calculation

To delete a calculation

Exporting data from Voyager

Exporting data from Voyager to Excel

To export data from Voyager to Excel

Exporting data from Voyager to comma-separated-values (.csv) files

To export data from Voyager to a .csv file

Printing Voyager workspaces

Print a crosstab as it appears on the screen

Print a chart as it appears on the screen

To print a chart to a PDF

To print raw data to a PDF

Working with Desktop Intelligence documents

Viewing Desktop Intelligence documents

Desktop Intelligence viewer toolbar

Navigating documents

To navigate through a Desktop Intelligence document

Entering User Prompt values

To edit and view user prompts

To find text in a Desktop Intelligence document

Refreshing data

To refresh data

Saving Desktop Intelligence documents

To save Desktop Intelligence documents

To save changes as a new Desktop Intelligence document

To save Desktop Intelligence documents to your local computer

Printing Desktop Intelligence documents

To print Desktop Intelligence documents

Editing Desktop Intelligence documents

To edit Desktop Intelligence documents

Working with Dashboard and Analytics

To access Dashboard Builder

Working with Publishing

About Publishing

What is a publication?

Publishing concepts

Possible formats

Possible destinations

To create a new publication in InfoView

More Information