Explore Web Intelligence User Interface Elements

Objectives

After completing this lesson, you will be able to:

  • Explore the application interface.
  • Manipulate Web intelligence document properties.

The Web Intelligence Interface

The application has several elements that you can use to create, edit and navigate documents.

See the following video to learn more about the elements.

Application Mode Settings

The application is split between two modes: Reading and Design.

You can switch between both modes using the Edit toggle in the toolbar.

ModeDescription
Reading
  • View reports.
  • Track changes.
  • Change filter values using the filter bar.
  • Drill.
  • Fold/unfold data.
  • Access auto-refresh settings.
Design
  • Perform a wide range of analysis tasks.
  • Add and delete report elements such as tables or charts.
  • Apply conditional formatting rules.
  • Enhance reports with formulas and variables.
  • Work with the report structure or with the report populated with data. Working with the report structure only allows you to make modifications without accessing the server. When you work with reports populated with data, each change you make is applied on the server.
Structure
  • Structure mode is the equivalent of Design mode, with metadata only.
  • This mode allows you to view the skeleton of your report, and work only with the metadata.
Presentation
  • The Presentation Mode is an extension of the Auto-Refresh mode.
  • Presentation Mode is available in both Reading and Design modes.
  • Allows you to refresh documents regularly so you can closely monitor a report's data.
  • It is intended for documents that are solely created for dashboard purposes. You can switch between tabs, and you can select the reports that you want to cycle through.

Report Page Navigation

Navigate allows you to change pages, should there be more than one page available in your report.

Print Layout Modes

Depending on how you want to work with data and how you want the data to appear, you can switch between two viewing modes.

By default, the document opens in the Quick display mode. This mode displays tables, reports, and free standing cells in reports and a maximum number of vertical and horizontal records, depending on the settings. It also specifies the minimum page width and height and the amount of padding around the edges of the report. We recommending using the quick display mode when you want to focus on analyzing results, add calculations or formulas, or add breaks or sorts to tables to organize results. Note that the Avoid page break option has no effect in the quick display mode.

The print layout mode simulates a printout or generated PDF file, with headers, footers and margins. It's a pagination mode based on standard formats, such as A4, A3, and so on. We recommend using the print layout when you want to fine-tune the formatting of tables and charts, and the layout of report pages.

In the Design mode, you can switch between Viewing modes using the Show print layout icon in the toolbar. If you're in Reading mode, the icon is in the vanishing toolbar at the bottom of the report canvas. When off, the report is in quick display mode. When on, the report is displayed in print layout.

In Design mode, there are multiple settings you can edit in the Format panel. Make sure no element is selected on the canvas, or you will not see these settings.

Comments Added to a Document

Commenting a report data can be useful if you work on a report with colleagues, or in a validation workflow.

You can see every comment of a report element in the Comments pane. If you hover over the icon of a report element, a tooltip shows either the first or last comment added according to the parameter set in the Document Properties.

Make sure to save the document first before trying to add comments. If you save a document using the Save As method, it's possible to save the comments with the Save document with comments option. The option is disabled by default and grayed out if you don't have the necessary rights to use it.

The table below details the different report elements you can comment on, and provides links about how to do it:

ElementDefinition
Section cellA contextual comment linked to a cell contained in the section.
Table cellA comment specific to a cell contained in a table.
Report cellA comment specific to a cell located in the header, body or footer of the report.
BlockA comment specific to a chart or a table.

Document Properties

The document properties recaps the properties and options enabled in a document.

The document properties contains the following options:

Property - GeneralDescription
NameThe name of the document in the BI launch pad. This is displayed above the general properties and cannot be edited.
AuthorThe creator of the document.
Creation dateThe date the document was created.
LocaleFormatting locale of the document.
DescriptionOptional information that describes the document.
KeywordsOptional keywords that can be used to search for the document in the BI launch pad.
Property - StatisticsDescription
Last refresh dateThe date of the last data refresh.
Last modifiedThe date of the last modification made to the document.
Last modified byThe last person who modified the document.
Duration of the previous refreshThe duration of the last refresh.
Data tracking for current reportIndicates whether data tracking is turned on or off.
Property – Document OptionsDescription
Chart animationsTurns on/off chart animations.
Hide warning icons in chartHides general warning icons in order to enhance readability.
Permanent regional formattingFormats the document according to the format locale with which it was saved.
Property – Data OptionsDescription
Refresh on open

Automatically refreshes the document with the latest data from the database each time you open the document.

When Refresh on open is on, data tracking doesn't display the difference between the data prior to the refresh and the data after the refresh. Data after the refresh is treated as new data because the refresh purges the document.

Apply security filtering on openAutomatically applies the security on data when opening the document, without any need to refresh the document. This option is only available for a document created on a relational UNX universe with Business Security Profiles.
Use query drillAllows drilling in query drill mode.
Allow query strippingGenerates queries that only use objects that contribute to the reports in which they are used. Each time a query is refreshed, non-contributing objects are ignored. Only relevant data is retrieved from the data provider. This feature enhances performance.
Merge prompts

Select this option if you want to merge prompts that are created in Web Intelligence from BEx variables in the original BEx query. Only BEx variables that have the same technical name are merged. When this option is unselected, any previously merged BEx variables are unmerged and treated as separate prompts;

Auto-merge dimensions

Automatically merges dimensions with the same name and from the same universe. You see the merged dimension in the list of available objects with the dimensions merged within it below. Merged dimensions are the mechanism for synchronizing data from different data providers.

Extend merged dimension values

When selected extends values of merged dimensions. Merged dimensions are the mechanism for synchronizing data from different data providers. This controls the results when a table contains synchronized data.

If a table contains a dimension used in a merge, this dimension returns the value of its query plus the values of the other dimensions merged from other data providers for which there is an object in the table.

When this option is disabled and a table contains a dimension used in a merge, this dimension returns the value of its query.

Data Purges

Removes the data from the document.

Once the data is purged, the document displays an empty set of values. The structure and formatting of the document is retained. You can run the query later to return the up-to-date values from the data source.

Refreshed Queries

You can select the queries to refresh when refreshing a document.

If a document contains several data providers, you can decide not to refresh specific queries for future refreshes. The data provider keeps the data retrieved from a previous refresh and is stored in the document. This improves refresh performance when you don't need to refresh the query data.

Chart Animations

Turn on or off chart animations.

Animations in plots is a way to show relationships and trends in data analysis.

Use animations to visually tell a story.

To enable Chart animations: Show document propertiesDocument OptionsChart animationsYES.

Log in to track your progress & complete quizzes