Interacting with Documents in Reading Mode

Click to Save a Document to the personal folder or to a corporate folder to which access has been granted by the SAP BI administrator.

When exporting to an Excel file, if you have several reports in your document, you can decide to export all of them or explicitly select the ones to export. Each report is saved as a spreadsheet in the Excel file.

You can select between two options:

• Check Prioritize the Formatting of the Document to keep the formatting in the .XLSX file.
• Check Prioritize Ease Data Processing in Excel to avoid merging multiple cells into Excel cells as much as possible and benefit from the data processing features of Excel.

You can export either:

• Reports' data, by selecting the Reports radio button, and selecting the reports you want to export.
• Documents' raw data by selecting the Data radio button, and selecting the queries you want to export.

You can also configure the text qualifier, column delimiter, and charset. In the column delimiter drop down, you can also directly type in a custom character you want to use, such as the pipe (|) for instance.

The class name is added to objects with identical names when exporting query data to a .CSV file. If the class names are also identical, then the parent class name is also attached.

You can print one or multiple reports from a document. When printing reports, the application generates a .PDF file.

In Reading mode, you can select the queries to refresh:

• If you simply click the Refresh button in the toolbar, all refreshable data sources are refreshed.
• If you open the menu in the Refresh button and select the Advanced Refresh command, the Refresh Data Providers dialog box opens in which you can select the queries to refresh. This dialog box is identical to the one used in Design mode, except that it does not display the data sources’ path.

In Reading mode, the Filter Bar is the single place where you can see and, when possible, modify the filters and input controls that impact your document’s dataset.

In detail, the Filter Bar contains the following items:

• The Reset button to reset all input controls to their default values and remove the element linking filtering.
• The Prompts that have been answered during the document’s queries execution. Click Prompts to see these values. To modify them, refresh your document and provide new values for the prompts.
• The Document’s Input Controls that apply to the whole document, and the report input controls that apply only to the current report. Click an Input Control to modify its values using list, multi-list (checkboxes), slider, spinner… depending on the document’s designer choice. For list and multi-list, a search text field can be used to find only the values that match a search string. For a group of input controls, click the Group and select the input controls to add. The order in which you select the input controls defines the filter path, i.e. the input controls’ dependencies. For example, if you select Country before City, the selected countries filter your choice of cities.
• Element Linking through which a block is filtered by a value selected in a table. Click the Element Linking icon to display the value of this element linking and reset it, if needed.

Drilling on reports lets you look deeper into your data to discover the details behind a good or bad summary result displayed in tables, charts, or sections.

When you drill on a dimension to see more data behind the displayed result, the calculation is done according to the values to which you drill.

Dimensions typically represent character data, such as customer or business names, and dates. Calculations are based around the dimensions in a report. For example, a report calculates a region’s total sales revenue for a given year, where a sales revenue measure is calculated based on the state and year dimensions.

If you drill on a year, you display sales revenue by state and quarter, because quarter is the next dimension in the time hierarchy below year.

The Freeze Header allows you to freeze the header rows of a table or a cross-tab in a report. This means that when you scroll down the report, the header rows will remain visible at the top of the report, making it easier to understand and navigate the data.

It is available in both Reading and Design modes.

You can enable it for all tables of the report by clicking the Freeze Headers button on the toolbar.

You can enable it for every individual table and additionally define the number of rows or columns you wish to freeze. In Reading or Design mode, click the Freeze Header button or command in the table’s context menu. This opens the Freeze Header dialog box in which you can define these options.

You can hide and display report data by folding and unfolding report elements.

You can fold and unfold sections, breaks and tables if they have a header or a footer. Data is concealed and displayed in different ways depending on the report element.

The Auto-Refresh mode allows users to automatically refresh a document and avoid the session to time out. The Auto-Refresh mode can be used to show a document on a public screen for an extended period of time, while automatically and regularly refreshing it.

In Reading and Design modes, click the Presentation Mode button in the Display section of the toolbar. The Presentation Mode dialog box is opened and offers the following properties:

When a chart or custom element is maximized via the Maximize button in the floating toolbar, a navigation window is displayed in the top left corner of the chart. This window displays a full preview and the zoom area of the corresponding chart.

You can click on this window to move the zoom area around or reposition it through drag and drop.

You can hide or display this window by clicking the Show/Hide Navigation Window button in the floating toolbar.

In this floating toolbar, you can also use the Zoom In and Zoom Out buttons to define the zoom level. This is an alternative to the mouse wheel button or the pinch gesture on touch screens.

In Reading mode, you can move from one report to another by clicking the corresponding tabs displayed under the toolbars.

To navigate in the report, you may use the Vanishing toolbar at the bottom of the page. This toolbar appears when you move your cursor to the bottom of the page and disappears when you stay idle for a few seconds.

Vanishing toolbar features in Reading mode:

You can add a sort to a table to help organize your data. If you're working with multiple sorts, you can arrange their priority to better control how your data is displayed.

This feature is useful when users want to identify the top or bottom values in a dataset or group data based on specific conditions. The Rank feature can be applied to tables, charts, and crosstabs to enhance data analysis and visualization.

The Comments functionality allows users to add and view comments associated with a specific report element or data point. This feature enables collaboration and communication between users by providing a platform to discuss, explain, or provide additional information about the data or report elements.

The purpose of using comments in reading mode can include:

• Collaborative analysis: Users can ask questions, clarify information, or provide insights regarding specific data points, allowing team members to collaborate effectively.
• Report enhancement: Users can suggest improvements, provide feedback, or contribute additional analysis through comments, which helps in enhancing the report quality.
• Data validation: Users can use comments to document discrepancies or errors in the data, allowing them to call attention to potential issues and facilitating data validation processes.
• Knowledge sharing: Users can share their expertise or provide context around specific data points, helping others to understand the data better.
• Documentation: Comments can be used to record any changes, updates, or explanations related to the report or its elements, serving as a historical reference for future analysis.

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

The Document Properties functionality allows users to view and modify certain properties of a document.

The table below shows the main properties of the General theme:

The table below shows the main properties of the Statistics theme:

The table below shows the main properties of the Document Options theme:

The table below shows the main properties of the Data Options theme: