Interacting with Documents in Reading Mode

Objectives

After completing this lesson, you will be able to:

  • View and interact with a Web Intelligence document
  • Distribute Web Intelligence documents

Object Views

Web Intelligence shows complex and varied data in reports that you can understand quickly and easily.

Web Intelligence documents based on queries created in one of several available applications (for example Universe or SAP HANA), are designed in Design mode to be viewed in Reading mode by any number of general or specific groups or individuals.

Viewing Objects

Depending on you user security and access rights set by the BI administrator, when you open a document in Reading mode, there are several actions you can perform:

  • Open, save, print, refresh, export, and send documents.
  • Enable the auto-refresh mode.
  • Track changes in a document.
  • Fold or unfold data.
  • Refine the data displayed using input controls and drilling.

When you view a Web Intelligence document, your access rights and the default settings configured by your administrator determine which data you see.

Refreshes of Objects

Refreshing an object enables you to view data on demand. However, refreshing may use a considerable amount of system resources.

Modification of Filter Values with Input Controls

Input controls provide a convenient, easily accessible way to filter and analyze report data. You can edit the values of existing input controls in Reading mode.

Folds in Report Data

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

You can fold and unfold sections, breaks and tables. Data is concealed and displayed in different ways, depending on the report element:

Report elementResult
SectionWhen a section is folded, section details are hidden and free cells only are displayed.
Table or break

When a table or break is folded, the rows are concealed, and only headers and footers are displayed. Tables must have headers and footers to be folded and unfolded.

Vertical tables, horizontal tables and cross tables can be folded and unfolded.

Drills on Report Data

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.

Document Exports

You can export the current document in a variety of formats.

PDF

When exporting to PDF format, you can select which of the reports in the document to export. If you decide to export only one report, then you can select:

  • All pages
  • The current page, only if you have selected to export the report you are currently viewing

  • Specific pages, for example, pages 10 to 15 only

You can also fine-tune the DPI for images using the Images DPI drop-down under the Options section.

Check Display bookmarks to display the bookmarks tab by default when opening the file to make the navigation through the document easier.

XLSX

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 documents to keep the formatting in the XLSX file.
  • Check Prioritize easy 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 also fine-tune the DPI for images using the DPI drop-down list.

Report Prints

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

  • When printing a report, the application uses the print layout settings and ignores the quick display mode settings.
  • If a report exceeds the size defined in the Layout Settings, page breaks are inserted.
  • The size and orientation for printing can be different for each report in the document.

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