5.1 To select default folders for local documents and universes
You can select a folder where local documents and universes are stored by default on your local machine.
1. In Design mode, click Application in the Properties tab.
2. Select the General tab.
3. Click Browse next to User documents and select the folder for documents.
4. Click Browse next to Universes and select the folder for universes.
5.2 To create a document by building a query
1. ClickData Access > Data Providers > New and select the data source for the query.
2. Build and run the query.
5.3 To create a blank document
You can create a blank document and then add data to it later from queries.
1. Launch the desktop interface.
2. Click New on the toolbar, then select No Data Source to create a blank document.
You can build a query in the document later to retrieve data to the document.
Related Topics
•To create a document by building a query
5.4 To open a document from the repository
1. Click Open on the main toolbar.
2. Click My Enterprise on the left of the dialog box.
3. Log on to the repository.
4. Browse the repository and select the document.
When a document is set to refresh its data on opening (when the “Refresh on open” document property is selected), the document displays the latest information.
Note:
The Refresh on open option is dependent on two CMS settings (document and user-related security settings): "Check automatic refresh on open" in the CMC/Application/Webi/Properties and the "Disable automatic refresh on open" in the CMC/Application/user security settings. If the property Check automatic refresh on open security setting is ENABLED/checked in
CMC/Application/Webi/Properties and in the CMC/Application/user security settings, the security right Disable automatic refresh on open is DISABLED for this user, then even if the document is not set as being Refresh on open, it will still be refreshed on opening.
5.5 Sending documents
5.5.1 To send a document by mail
1. Select the document you want to send.
2. Click Send on the toolbar and select Email.
3. Fill in the email information and type a message if required.
4. Click Send.
5.5.2 To send a document to another user
1. Select the file you want to send.
2. Click Send on the toolbar and select BI Inbox.
3. Select the users or groups to which you want to send the document from the list of users and groups.
4. Click Automatically generated to send the document with an automatically-generated name.
5. Click Specific name and type the name in the box to send if you want to name the document.
6. Click Shortcut to send a shortcut to the document or Copy to send a copy of the document.
7. Click Send.
5.5.3 To send a document by FTP
You have a document open in Web Intelligence and you have the required permissions to send files via FTP. If you do not have the permissions, the "Send to FTP" dialog will not display.
You want to transfer the current document via FTP.
1. Save the document before sending.
2. Click the Mail icon in the toolbar and select Send to Ftp.
3. Type the host name in the Host box.
4. Type the port in the Port box.
5. Type the username and password in the User Name and Password boxes.
6. Type the account in the Account box.
7. Type the directory in the Directory box.
8. Click Automatically generated to send the document with an automatically-generated name.
9. Click Specific name and type the name in the box to send if you want to name the document.
10. Click Send.
5.6 Saving documents
5.6.1 To save a document in the corporate repository (with the Java interface or Rich Client)
You are using the Java interface to perform this action.
1. Click the arrow next to Save on the toolbar in the File tab and select Save As to display the "Save As" dialog box.
2. Select the corporate repository on the left of the dialog box.
3. If you are using the desktop interface, you can save to any available corporate repository by selecting My Enterprise on the left of the dialog box, then logging in to the repository.
4. Click Folders or Categories to display the repository by folders or by categories.
5. In the File Name box, type the name of the document.
6. Click Advanced to display additional document options.
The additional options are always displayed in the desktop interface.
7. Type a description of the document in the Description box.
8. Type keywords that you or other users can use to search for the document in the future in the Keywords box.
9. Select Refresh on open to refresh the document each time it is opened.
10. Select Permanent regional formatting to preserve the document regional formatting with the document.
11. Select Remove document security to remove all document security and make the document accessible in Standalone mode (desktop interface only).
12. Select Save for all users to ensure the document is not locked by the current user (desktop interface only).
13. Click OK.
Note:
If the property Check automatic refresh on open security setting is ENABLED/checked in CMC/Application/Webi/Properties and in the CMC/Application/user security settings, the security right Disable automatic refresh on open is DISABLED for this user, then even if the document is not set as being Refresh on open, it will still be refreshed on opening.
The document is saved in the corporate repository.
5.6.2 To save a document as an Excel spreadsheet (with the Java interface or Rich Client )
You are using the Java interface to perform this action. You can set formatting preferences when saving as Excel. This is done separately, see the related links below.
Note:
The table cell formatting Read content as HTML is not supported when exporting a document or report as pdf. Any table cells with this setting will appear blank in the generated pdf. To obtain the content in pdf, unselect this property. Right-click in the table cell, select Format Cell, and in the Display section of the General tab, change the "Read contents as" to some other value than HTML. The setting is applied to the entire column.
1. Click the arrow next to Save on the toolbar in the File tab and select Save As to display the "Save As" dialog box.
2. Select My Computer , My Desktop, or My Documents on the left of the dialog box and navigate to the folder where you want to save the document.
3. Select Excel or Excel 2007 from the Files of Type list.
Each Excel 2007 worksheet can contain up to 1 million rows of exported data. If you save to Excel rather than Excel 2007, each 65,000 rows of exported data start on a new worksheet.
4. Select the reports you want to save as Excel or select Select All to save all reports
Each report within the document is saved as separate worksheet within the Excel file if you chose to save the entire document to Excel.
5. Select Prioritize the formatting of the documents to match the layout and formatting of the document as closely as possible in the Excel file. (As a trade-off, this option does not exploit the data processing features of Excel to the same extent.)
6. Select Prioritize easy data processing in Excel to avoid merging multiple cells into Excel cells as much as possible to exploit the data processing features of Excel.
7. Click Save.
In Web Intelligence, all charts are automatically converted to images in Excel. You can use the exported data to create your own chart using the functionality of Excel.
5.6.3 To save a document as PDF (with the Java interface or Rich Client)
You are using Web Intelligence Rich Client or the Java interface to perform this action.
Note:
The table cell formatting Read content as HTML is not supported when exporting a document or report as pdf. Any table cells with this setting will appear blank in the generated pdf. To obtain the content in pdf, unselect this property. Right-click in the table cell, select Format Cell, and in the Display section of the General tab, change the "Read contents as" to some other value than HTML. The setting is applied to the entire column.
1. Click the arrow next to Save on the toolbar in the File tab and select Save As to display the "Save As" dialog box.
2. Select My Computer , My Desktop, or My Documents on the left of the dialog box and navigate to the folder where you want to save the document.
3. In the Files of Type field, select PDF.
4. Select Export current report as > PDF to save the current report as PDF.
When a report contains charts and images, you can optimize the size of the exported document by choosing the 96 dpi size. This can be useful for online publishing.
5. Select Select reports to select reports to save, then select the reports from the list, or select Current report to save the current report and select the pages you want to save.
6. Click Save.
5.6.4 To save document data as CSV (with the Java interface or Rich Client)
You are using the Java interface in Design or Data mode to perform this action. Saving to CSV only saves the raw data from the cube.
1. In Design or Data mode, select the query whose data you want to save as CSV and selectData Access > Tools > Export Data.
2. Click on the file name.
3. Choose the text qualifier, column delimiter and character set in the dialog box.
4. Select Set as default values if you want the options you chose in the previous step to be the default options when you save to CSV.
5. Click Save.
5.7 Setting document properties
The following table lists the document properties that you can view and/or set in the "Document Summary"
pane:
Description Property
The name of the document in the BI launch pad.
This is displayed above the general properties and cannot be edited.
Title
The type of document.
Type
The creator of the document.
Author
The date the document was created.
Creation date
Optional information that describes the document.
Description
Optional keywords that can be used to search for the document in the BI launch pad.
Keywords
When this option is checked, the appearance of reports is optimized for onscreen viewing.
Enhanced viewing
Description Property
Automatically refreshes the results in reports with the latest data from the database each time the document is opened.
Default setting =
When Refresh on open is selected, data tracking does not 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 be-cause the refresh purges the document.
Refresh on Open
Formats the document according to the format locale with which it was saved.
Permanent regional formatting
Drills in query drill mode.
Use query drill
Hides warning icons in order to enhance readabil-Hide warning icons in chart ity.
Generates 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.
Enable query stripping
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 syn-chronizing data from different data providers.
Auto-merge dimensions
Description Property
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.
When selected, if a table contains a dimension used in a merge, this dimension returns the value of its query plus the values of the other dimen-sions merged from other data providers for which there is an object in the table.
When this is not selected, if a table contains a dimension used in a merge, this dimension returns the value of its query.
Extend merged dimension values
You can change the default style for the document when working in the Rich Internet Application in-terface. You can import a new style or export the current style.
Change Default Style (not available in the Web interface)
Note:
You can set Web Intelligence to refresh automatically on opening the document without enabling
“Refresh on open” in the Document Properties by using the Central Management Console to unselect the security right "Disable Automatic Refresh on Open for all documents".
Related Topics
•Merging defined
•Query drill defined
5.7.1 To display and set document properties
You have a document opened with the interface in Design mode.
1. Click Document on the Properties tab to display the "Document Summary" dialog box.
2. View or ddit the properties in the dialog box as described above.
3. Click OK when you have finished.