About this users guide...19 Chapter 1
About Web Intelligence...21 Chapter 2
Application structure...23 Chapter 3
Setting up and using Web Intelligence Rich Client...27 Chapter 4
Installing the desktop interface...27
4.1
To install the desktop interface from the BI launch pad...27
4.1.1
To install Web Intelligence Rich Client from the SAP BusinessObjects Enterprise CD...27
4.1.2
Availability of online help...28
4.1.3
Quick Launch button...28
4.1.4
Connection modes...28
4.2
About connection security rights and working locally...29
4.2.1 Connected mode...29 4.2.2 Offline mode...32 4.2.3 Standalone mode...33 4.2.4
Defining the Proxy Settings...34
4.2.5
Setting the interface and document locales...34
4.3
The Product locale...35
4.3.1
The Document locale...35
4.3.2
The Preferred Viewing locale...36
4.3.3
To associate a locale with a document permanently...36
4.3.4
To set viewing preferences...37
4.4
To change your password...37
4.5
Working with universes in the Rich Client interface...37
4.6
Universe security in Web Intelligence Rich Client...37
4.6.1
Working with universes in Connected mode...38
4.6.2
Working with universes in Offline mode...38
4.6.3
Working with universes in Standalone mode...39
4.6.4
To select a default universe...39
Working with documents on the desktop...41 Chapter 5
To select default folders for local documents and universes...41
5.1
To create a document by building a query...41
5.2
To create a blank document...41
5.3
To open a document from the repository...42
5.4
Sending documents...42
5.5
To send a document by mail...42
5.5.1
To send a document to another user...42
5.5.2
To send a document by FTP...43
5.5.3
Saving documents...43
5.6
To save a document in the corporate repository (with the Java interface or Rich Client)...43
5.6.1
To save a document as an Excel spreadsheet (with the Java interface or Rich Client ) ...44
5.6.2
To save a document as PDF (with the Java interface or Rich Client) ...45
5.6.3
To save document data as CSV (with the Java interface or Rich Client) ...45
5.6.4
Setting document properties...46
5.7
To display and set document properties...48
5.7.1
Returning data using queries...49 Chapter 6
Queries defined...49
6.1
Queries defined...49
6.1.1
Classes and subclasses...50
6.1.2 Analysis dimension...50 6.1.3 Dimension...50 6.1.4 Attribute...50 6.1.5 Hierarchy...51 6.1.6 Level object...51 6.1.7 Member...52 6.1.8 Named set...52 6.1.9 Calculated member...52 6.1.10 Measure...53 6.1.11
Building and working with queries...53
6.2
Hierarchical and non-hierarchical queries...53
6.2.1
Building queries on universes...56
6.2.2
Building queries based on BEx queries...75
6.2.3
Building queries on local data sources...87
6.2.4
Building queries on web services...89
6.2.5
Building queries on Advanced Analysis views...95
6.2.6
Working with multiple queries...96
6.2.7
Managing queries...97
To sort query results...100
6.2.9
To preview query results...100
6.2.10
Displaying data from an added query...101
6.2.11 To interrupt a query...101 6.2.12 To remove a query...102 6.2.13 To duplicate a query...102 6.2.14
Changing the data source of a query...102
6.2.15
Refreshing Web Intelligence documents based on PDP / CDP data sources from the BI launch pad...107 Chapter 7
Points to consider before refreshing a document from BI launch pad...109
7.1
Filtering data using query filters...111 Chapter 8
Query filters defined...111
8.1
Query filters and report filters compared...112
8.2
Structure of query filters...112
8.3
Query filter and prompt operators...114
8.3.1
Types of query filter...118
8.4
Predefined query filters...118
8.4.1
Quick filters...119
8.4.2
Custom query filters...120
8.4.3
Combining query filters...125
8.4.4
Filtering hierarchical queries...127
8.5
How levels filter hierarchical queries...128
8.5.1
How measures filter hierarchical queries...129
8.5.2
Filtering data using prompts...131 Chapter 9 Prompts defined...131 9.1 Merged prompts...132 9.1.1 Hierarchical prompts...132 9.1.2
Query filter and prompt operators...132
9.2
List of operators...133
9.2.1
Restrictions on filter operators...137
9.2.2
To build a new prompt...137
9.3
To select an existing prompt...139
9.4
To remove a prompt...139
9.5
Defining how prompts display...139
9.6
Combining prompts...140
9.7
Combining prompts with query filters...141
9.7.1
To change the order of prompts...141
Using combined queries...143 Chapter 10
Combined queries defined...143
10.1
Uses of combined queries...144
10.2
How combined queries are generated...144
10.3
To build a combined query...145
10.4
Combined query structure...145
10.5
To return a list of years and reservation years based on the number of guests...145
10.5.1
Combined query precedence...146
10.6
Nesting combined queries...147
10.6.1
To set the order of precedence of combined queries...148
10.6.2
Filtering data using subqueries...149 Chapter 11
Subqueries defined...149
11.1
To build a subquery...149
11.2
To find out which customers bought a service that had previously been reserved in Q1 of 2003, and how much revenue have they generated...150
11.3
Subquery parameters...151
11.4
Ranking data using database ranking...153 Chapter 12
Database ranking defined...153
12.1
Database ranking parameters...153
12.2
To create a database ranking...154
12.3
To rank the top 10 employees by salary in each department...155
12.4
Working with reports...157 Chapter 13
Hierarchical and non-hierarchical data...157
13.1
Working with non-hierarchical data...157
13.1.1
Working with hierarchical data...157
13.1.2
Finding text...170
13.2
To find text in a report...170
13.2.1
Viewing modes...170
13.3
Viewing modes defined...170
13.3.1
To switch between viewing modes...172
13.3.2
Folding and unfolding report data...173
13.4
To fold and unfold report data...173
13.4.1
To redisplay all hidden content in a report...174
13.5
Printing reports...174
13.6
To print reports...174
Displaying data in tables...175 Chapter 14 Overview of tables...175 14.1 Table types...175 14.2 Vertical table...175 14.2.1 Horizontal table...176 14.2.2 Cross tables...176 14.2.3 Forms...177 14.2.4
Creating and editing tables...177
14.3
To create a table by dragging objects onto a report...178
14.3.1
To create a table by selecting a template...178
14.3.2
To apply a different template to a table with Turn Into...179
14.3.3
To add table rows or columns...179
14.3.4
To remove table rows or columns...179
14.3.5
To move a row or column...179
14.3.6
To swap a row or column...180
14.3.7
To clear cell contents from a table...180
14.3.8
To remove a table...180
14.3.9
To copy a table...180
14.3.10
Formatting tables and table cells...181
14.4
To select a background color for the table or cells...181
14.4.1
To define alternate row and column colors for a table...181
14.4.2
To insert an image or skin in a table...182
14.4.3
To format table or cell borders...182
14.4.4
To format text in table cells...182
14.4.5
To set cell height and width...183
14.4.6
To copy formatting using the Format Painter...184
14.4.7
To set the position of a table or chart on the report page...185
14.4.8
To layer tables and cells...185
14.4.9
To merge table cells...185
14.4.10
Controlling the display of tables...186
14.5
To show or hide tables, rows or columns...186
14.5.1
To redisplay hidden tables, cells or sections...186
14.5.2
To hide dimensions in tables...187
14.5.3
To redisplay hidden dimensions...187
14.5.4
To avoid duplicate row aggregation...187
14.5.5
To show or hide table headers and footers...187
14.5.6
To start tables on a new report page...188
14.5.7
To display object names in headers on cross tables...188
14.5.8
To avoid page breaks in tables...188
14.5.9
To repeat table headers or footers on report pages...188
Displaying data in free-standing cells...189 Chapter 15
Free-standing cells defined...189
15.1
To insert a free-standing cell in a report...189
15.2
To hide free-standing cells...190
15.3
To redisplay hidden tables, cells or sections...190
15.4
To copy a free-standing cell...190
15.5
Organizing data with sections, breaks and sorts...193 Chapter 16
Using sections to group data...193
16.1
Grouping information with sections...193
16.1.1
Applying filters to sections...195
16.1.2
To create a section from a column...195
16.1.3
To create a section from a dimension...195
16.1.4
Creating sections from a hierarchy...196
16.1.5
Creating subsections...197
16.1.6
To remove a section cell or section...198
16.1.7
To set the page layout of a section...198
16.1.8
To hide sections...198
16.1.9
To redisplay hidden tables, cells or sections...198
16.1.10
To define colors and images in a section...199
16.1.11
Using breaks...199
16.2
Breaks defined...199
16.2.1
Breaks compared to sections...199
16.2.2
Applying breaks to hierarchies...200
16.2.3
Default sort order in breaks...201
16.2.4 To insert a break...201 16.2.5 To remove a break...202 16.2.6 To manage breaks...202 16.2.7 Break properties...202 16.2.8
Using sorts to organize data...203
16.3
Sorting the results displayed on reports...204
16.3.1
Sorting hierarchical data...205
16.3.2 To insert a sort...206 16.3.3 To remove a sort...207 16.3.4 To manage sorts...207 16.3.5
Formatting numbers and dates...209 Chapter 17
Predefined and custom formats...209
17.1
Predefined formats...209
Custom formats...210
17.1.2
To format a number as a currency...213
17.2
Displaying data in charts...215 Chapter 18
Creating charts...215
18.1
Opening charts created with Web Intelligence 3.x ...215
18.1.1
Chart types...215
18.2
Bar charts...216
18.2.1
Box plot charts...216
18.2.2 Column charts...216 18.2.3 Line charts...217 18.2.4 Area charts...217 18.2.5
Tree map charts...217
18.2.6
Pie charts...218
18.2.7
Heat map charts...218
18.2.8
Point charts...218
18.2.9
Radar charts...219
18.2.10
Tag cloud charts...219
18.2.11
Waterfall charts...219
18.2.12
Adding, copying and removing charts...220
18.3
To add a chart to a report...220
18.3.1
Chart feeding: Binding objects to a chart...221
18.3.2
To apply a chart style...222
18.3.3
To copy a chart...222
18.3.4
To remove a chart...223
18.3.5
Changing the chart type...223
18.4
To change the chart type by using Turn Into...223
18.4.1
Turning Hierarchical queries into charts...224
18.4.2
To switch between bars, lines and surfaces...224
18.4.3
Positioning and sizing charts...225
18.5
To set the position of a table or chart on the report page...225
18.5.1
To position a chart in relation to another chart or table...225
18.5.2
To resize a chart...226
18.5.3
Formatting charts...226
18.6
Formatting chart areas...226
18.6.1
To format a chart...226
18.6.2
Formulas in chart elements...227
18.6.3
Warning icons in charts...227
18.6.4
To insert and format a chart title...228
18.6.5
To display a chart with a 3D look...229
18.6.6
Assigning colors to charts...229
To add background colors to a chart...229
18.6.8
To modify chart borders...230
18.6.9
To format the Plot Area background...230
18.6.10
To hide the floor of a 3D chart...231
18.6.11
To show and format chart legend...231
18.6.12
To avoid page breaks in charts...231
18.6.13
To manage stacking options...232
18.6.14
To assign axis labels in data values...232
18.6.15
To format axis label text, borders, and background...232
18.6.16
To format the axis grid...233
18.6.17
To format axis values, numbers and text...233
18.6.18
To show a specific range of axis values...234
18.6.19
Linear and logarithmic axis scales...234
18.6.20
Displaying and formatting chart data...235
18.6.21
Filtering report data...241 Chapter 19
Report filters defined...241
19.1
Query filters and report filters compared...241
19.2
Report filter operators...242
19.3
Equal To operator...242
19.3.1
Not Equal To operator...242
19.3.2
Different From operator...242
19.3.3
Greater Than operator...242
19.3.4
Greater Than Or Equal To operator...243
19.3.5
Less Than operator...243
19.3.6
Less Than Or Equal To operator...243
19.3.7
Between operator...244
19.3.8
Not Between operator...244
19.3.9
In List operator...244
19.3.10
Not In List operator...244
19.3.11
Is Null operator...245
19.3.12
Is Not Null operator...245
19.3.13
Types of report filter...245
19.4
To create, edit and delete standard report filters...246
19.5
To select values from a list...246
19.5.1
To create simple report filters...248
19.6
Filtering data with prompts...251 Chapter 20
To supply values for prompts...251
20.1
To select values from a list...252
Filtering data using input controls...255 Chapter 21
Input controls defined...255
21.1
Using input controls with hierarchical data...255
21.2
To add an input control...255
21.3
To edit an input control...257
21.4
To highlight input control dependencies...257
21.5
To organize input controls...257
21.6
To view the input controls map...258
21.7
Using tables and charts as input controls...258
21.8
To define a table or chart as an input control...258
21.8.1
To filter data using input controls...259
21.9
Enhancing reports with calculations, formulas and variables...261 Chapter 22
Calculations, formulas and variables...261
22.1
Working with standard calculations...261
22.2
To insert a standard calculation in a table or cross table...261
22.2.1
To remove a standard calculation...262
22.2.2
Working with formulas...262
22.3
To enter a formula by typing...262
22.3.1
To build a formula using the Formula Editor...262
22.3.2
Working with variables...262
22.4 To create a variable...263 22.4.1 To edit a variable...263 22.4.2 To delete a variable...263 22.4.3 To rename a variable...264 22.4.4
Drilling on report data...265 Chapter 23
Drill defined...265
23.1
Scope of analysis...265
23.1.1
To set the scope of analysis...266
23.1.2
Drill paths and hierarchies...267
23.1.3
Setting drill options...268
23.2
To set drill options in the BI launch pad...268
23.2.1
To set drill options in Web Intelligence Rich Client...268
23.2.2
Drill options explained...268
23.3
Prompt when drill requires additional data option...268
23.3.1
Synchronize drill on report blocks option...269
23.3.2
Hide drill toolbar option...269
23.3.3
Start drill session on existing report option...269
Start drill session on a duplicate report option...270
23.3.5
To switch to drill mode...270
23.4
Retrieving more levels of data to the report...270
23.5
To drill out of the scope of analysis...271
23.5.1
To choose a drill path when more than one is available...271
23.6
To take a drill snapshot...272
23.7
Drilling on dimensions in tables and sections...272
23.8 Drilling down...272 23.8.1 Drilling up...274 23.8.2 Drilling by...274 23.8.3
Drilling on measures in tables and sections...276
23.9
To drill down on a measure value...277
23.9.1
To drill up on a measure value...277
23.9.2
Synchronizing drill across multiple tables and charts...277
23.10
Drilling on charts...278
23.11
Drilling on dimensions via chart axes...278
23.11.1
Drilling on measures in charts...279
23.11.2
Drilling on axis legends...280
23.11.3
Using filters when you drill...281
23.12
To change a filter value on the Drill toolbar...282
23.12.1
To add or remove a drill filter ...282
23.12.2
Saving reports with drill filters...282
23.13
Refreshing data in a drilled report with prompts...283
23.14
Drilling with query drill...283
23.15
Query drill defined...283
23.15.1
Merging data from dimensions and hierarchies...287 Chapter 24
Merging defined...287
24.1
Merging data providers based on keys...287
24.1.1
Choosing which data to merge...288
24.2
Merged dimension example...288
24.3
Merging hierarchies...289
24.4
Merging different types of object...292
24.5
Forcing merged calculations with the ForceMerge function...293
24.6
Creating, editing and deleting merged objects...294
24.7
To merge details, dimensions, or hierarchies...295
24.7.1
To merge dimensions automatically...295
24.7.2
To edit merged objects...295
24.7.3
To delete merged objects...296
24.7.4
Understanding the effects of merged data...296
24.8
Synchronizing data providers with different aggregation levels...296
Attributes and merged dimensions...297
24.8.2
Incompatible objects and merged dimensions...298
24.8.3
Filtering merged dimensions...299
24.8.4
Drilling on merged dimensions...300
24.8.5
Extending the values returned by merged dimensions...300
24.8.6
Ranking report data...303 Chapter 25
Ranking data...303
25.1
Rankings and sorts...303
25.2 Tied rankings...304 25.3 Ranking parameters...305 25.4 Example of a ranking...306 25.4.1
Ranking and data order...307
25.5 Ranking workflows...307 25.6 To create a ranking...308 25.6.1 Ranking examples...308 25.7
Highlighting data using conditional formatting...313 Chapter 26
Conditions in conditional formatting...313
26.1
To build a conditional formatting rule...314
26.2
To set the format displayed by a conditional formatting rule...315
26.3
To apply conditional formatting...315
26.4
To manage conditional formatting rules...316
26.5
Using formulas to create advanced conditional formatting rules...316
26.6
Tracking changes in data...319 Chapter 27
Tracking changes in your data...319
27.1
Types of data change...319
27.2
Data tracking modes...320
27.3
Automatic data tracking mode...320
27.3.1
Manual data tracking mode...320
27.3.2
To activate data tracking...320
27.4
Displaying changed data...321
27.5
To display changed data...321
27.5.1
Configuring the appearance of changed data...321
27.5.2
How changed data is displayed in blocks...322
27.5.3
How changed data is displayed in reports with merged dimensions...323
27.5.4
How changed data is displayed in sections...325
27.5.5
How changed data is displayed in blocks with breaks...326
27.5.6
How changed data is displayed in charts...327
Data tracking restrictions...327
27.6
Data tracking and drill...327
27.6.1
Data tracking and Refresh on Open...328
27.6.2
Using the formula language to track changed data...328
27.7
The RefValue function...328
27.7.1
The RefValueDate function...329
27.7.2
The RefValueUserResponse function...329
27.7.3
Building formulas using the RefValue function...329
27.7.4
Changed data and the calculation context...330
27.8
Sharing content with other applications...333 Chapter 28
Publishing content as web services...333
28.1
To publish a report block as a web service...333
28.1.1
To identify duplicate content...334
28.1.2
To publish prompts...334
28.1.3
To define the web service...335
28.1.4
To save and publish a web service...336
28.1.5
Viewing and managing published content...337
28.2
To view and manage published content...337
28.2.1
To test published content...338
28.2.2
Importing and converting QaaWS (Query as a Web Service) queries...339
28.3
To publish a QaaWS query...339
28.3.1 BI service structure...340 28.4 GetReportBlock_blockname...340 28.4.1 Drill_blockname...343 28.4.2
BI Services output parameters...344
28.4.3
Sample BI service return data...346
28.4.4
BI service WSDL definition...349
28.4.5
Linking to other documents...357 Chapter 29
Linking to other documents...357
29.1
Cell text defined as a hyperlink...357
29.1.1
A hyperlink associated with a cell...358
29.1.2
A link to another document in the CMS...360
29.1.3
Working with hyperlinks...364
29.2
To link to another document from a hyperlink...364
29.2.1
To edit a hyperlink...365
29.2.2
To delete a hyperlink...365
29.2.3
Formatting hyperlink colors...365
29.2.4
Linking report elements in a document...366
Formatting your reports using Cascading Style Sheets...367 Chapter 30
Style sheets explained ...367
30.1
Using the style in documents...367
30.2
Modifying the document default style...368
30.3
Modifying and using the standard default style...368
30.4
Web Intelligence CSS syntax ...369
30.5 Elements...369 30.5.1 Properties...370 30.5.2 Units...377 30.5.3
Style and 3.x documents...378
30.6
Web Intelligence CSS restrictions ...378
30.7
Creating a corporate palette for charts...381 Chapter 31
About corporate palettes...381
31.1
Corporate palette configuration file syntax...381
31.2
To define a corporate palette for charts...382
31.3
Web Intelligence Error Messages...383 Chapter 32
Web Intelligence (WIJ) Error Messages...383
32.1
You need to use the Formula Editor to create a formula. (Error: WIJ 10000) ...383
32.1.1
You cannot create a variable that has the same name as an existing document object. Give the new variable a different name. (Error: WIJ 10001)...384
32.1.2
You cannot position this report component in relation to a block, cell, or section that is positioned relative to this report component. Select a different block, cell or section in the dropdown list or unselect the Relative To option. (WIJ 10500)...384
32.1.3
Web Intelligence requires the Java Runtime Environment (JRE) 1.4.2_01. The currently installed JRE is {0}. Contact your administrator to upgrade to 1.4.2_01 or select the [default VM] entry
32.1.4
in the [Java Plug-in Control Panel], if you already have the required version installed. (WIJ 11111)...384 An error occurred while the document was being decoded. Try to open the document in the BI Launch Pad, or contact your administrator for further information. ( WIJ 20000)...385
32.1.5
An unexpected problem occurred when during document refresh and open. The data source has been modified or deleted, or a prompt on the document has no value selected. (WIJ 20001).385
32.1.6
Unexpected error. If you cannot reconnect to the server, close your session and start again. (WIJ 20002)...385
32.1.7
Unable to get the first page of the current report.\nCheck the validity of your report. (ERR WIJ 20003)...386
32.1.8
The current query contains unresolvable objects. The query will be updated (WIJ 20004)...386
32.1.9
The current request has returned corrupted data. Contact your administrator for further information ( WIJ 20005)...386
Unable to contact the application server. Contact your administrator for further information (WIJ 20010)...387
32.1.11
The {0,number} MB report element you want to copy is too large to be exported to an external application.\nThe maximum allowed size is {1,number} MB. (Error: WIJ 30004)...387
32.1.12
Your user profile does not give you access to a document domain to save corporate documents. Save this document as a personal document or contact your administrator (ERR WIJ 40000)..387
32.1.13
The query in this document is empty. Check that the Result Objects pane on the query tab includes objects before running the query (ERR WIJ 30000)...387
32.1.14
At least one query in this document is empty. Check that the Result Objects pane on each query tab includes objects before running the queries (ERR WIJ 30001)...388
32.1.15
Out of memory. Reduce the browser window size or re-launch the report panel. (WIJ 30003)..388
32.1.16
Your user profile does not allow you to save personal or corporate documents. Contact your administrator for further details. (WIJ 40001)...388
32.1.17
Your version of Web Intelligence Rich Client is not up-to-date to connect to this system (ERR WIJ 50003).You must upgrade your Web Intelligence Rich Client by clicking <a
href="{0}">here</a>...388
32.1.18
The information sent to the server contains invalid character(s). Use the Undo button to cancel the latest changes to the document and then retry. (Error: WIJ 55555)...389
32.1.19
The session timed out. The document {document_name}.wid has been autosaved in the Favorites\~InteractiveAnalysis folder. Click Restore to retrieve it. (WIJ 60001)...389
32.1.20
The session timed out, but the document could not be autosaved because the following security rights are not assigned (WIJ 60002): {list_of_rights}...389
32.1.21
The document cannot be retrieved due to a server problem (WIJ 77777)...390
32.1.22
The Central Management System is not functioning. Contact your administrator for further information. (WIJ 77779)...390
32.1.23
Your session timed out. Please close the Java interface and log on again. (WIJ 77778)...390
32.1.24
Web Intelligence Desktop (WIO) Error Messages...390
32.2
Web Intelligence Desktop cannot log in. (WIO 00001) ...391
32.2.1
Cannot open the hyperlink (WIO 00002)...391
32.2.2
There is no more memory available. (WIS 30280) (WIO 30280)...391
32.2.3
Cannot continue because memory is low. Please close documents to free memory. (WIO 30284)...392
32.2.4
Web Intelligence Server (WIS) Error Messages...392
32.3
The query in this document is empty. (WIS 30000) ...392
32.3.1
At least one query in the document is empty. (WIS 30001) ...392
32.3.2
Your security profile does not include permission to edit queries. (WIS 30251) ...393
32.3.3
Your security profile does not include permission to edit documents. (WIS 30252) ...393
32.3.4
Your security profile does not include permission to refresh documents. (WIS 30253) ...393
32.3.5
Your security profile does not include permission to refresh lists of values. (WIS 30254) ...393
32.3.6
Your security profile does not include permission to use lists of values. (WIS 30255) ...394
32.3.7
Your security profile does not include permission to view the script generated by the query. (WIS 30256) ...394
32.3.8
Your security profile does not include permission to use the formula language. (WIS 30257) ...394
Your security profile does not include permission to perform drill analysis. (WIS 30258) ...394
32.3.10
Your security profile does not include permission to extend the scope of analysis. (WIS 30259) ...395
32.3.11
An internal error occurred while calling the {api_name} API. (WIS 30270) ...395
32.3.12
The document is too large to be processed by the server. (WIS 30271) ...395
32.3.13
The document is too large to be processed by the server. (WIS 30272) ...395
32.3.14
The query or report could not be generated.(WIS 30351) ...396
32.3.15
A query with this name already exists. (WIS 30371) ...396
32.3.16
The Web Intelligence server memory is full. Log off and try to connect later. If the problem persists, contact your administrator. (Error: ERR_WIS_30280) (WIS 30280)...396
32.3.17
The Web Intelligence server is busy. Save any pending change and try again later. If the problem persists, contact your administrator. (Error: ERR_WIS_30284) (WIS 30284)...397
32.3.18
The Web Intelligence server is running out of memory, your document has been closed. If the problem persists, contact your administrator. (Error: ERR_WIS_30285) (WIS 30285)...397
32.3.19
You cannot edit this document because the query property option "Allow other users to edit the query" was not enabled when the document was created. (WIS 30381) ...397
32.3.20
An internal error has been generated by the WIQT. (WIS 30551) ...397
32.3.21
Your WIQT session has reached timeout. Log out and log in again to the BI launch pad. (WIS 30553) ...398
32.3.22
No more WIQT servers are available. The maximum number of concurrent users is already logged in. (WIS 30554) ...398
32.3.23
Your security profile does not include permission to save documents as corporate documents or to send documents using the BI launch pad. (WIS 30555) ...398
32.3.24
A corporate document with this name already exists. Your security profile does not include permission to delete corporate documents created by other users. (WIS 30556) ...399
32.3.25
There is no document with this name in the repository. Specify a different document name. (WIS 30557) ...399
32.3.26
Cannot perform the intended action on this document. (WIS 30650) ...399
32.3.27
The server failed to load the XML document. (WIS 30751) ...400
32.3.28
The XML file for this document cannot be opened. Contact your administrator. (WIS 30752) ...400
32.3.29
An error occurred while parsing the XML document. Contact your administrator. (WIS 30753) ...400
32.3.30
The Web Intelligence 2.x document could not be migrated. (WIS 30761) ...401
32.3.31
This document cannot be migrated. The query and report of the original Web Intelligence 2.x document are not synchronized. Try to refresh and save the original document; then attempt migration again. (WIS 30762) ...401
32.3.32
The Web Intelligence 2.x document could not be migrated, because the WIQT module returned an error. Contact your administrator. (WIS 30763) ...401
32.3.33
Your user profile does not provide you with access to a document domain to save corporate documents. Save this document as a personal document or contact your administrator. (WIS 40000) ...402
32.3.34
Web Intelligence Desktop HTML Interface (WIH) Error Messages...402
32.4
The document could not be saved. (WIH 00014)...402
The session timed out. The document {document_name}.wid has been autosaved in the Favorites\~WebIntelligence folder. Click Restore to retrieve it. (WIH 00015)...403
32.4.2
The session timed out, but the document could not be autosaved because the following security rights are not assigned (WIH 00016): {list_of_rights}...403
32.4.3
ReportEngine Web Intelligence (RWI) Error Messages ...403
32.5 RWI 00000 - RWI 00314...404 32.5.1 RWI 00315 - RWI 00605...409 32.5.2 RWI 00606 - RWI 00850...414 32.5.3
Custom Data Source (CDS) Framework Error Messages...418
32.6
Custom Data Source User Interface Framework error messages...418
32.6.1
Web Services Custom Data Source Plugin error messages...421
32.6.2
Custom Data Source Framework error messages...424
32.6.3
More Information...431 Appendix A
About this users guide
This user guide describes the Web Intelligence Rich Client application.
About Web Intelligence
You perform data analysis with SAP BusinessObjects Web Intelligence by creating reports based on data you want to analyze, or by opening pre-existing documents. Depending on your license and security rights, you can then analyze the data in your reports by, for example, filtering, drilling down to reveal more details, merging data from different data sources, displaying data in charts, or adding formulas. Data comes from universes, which organize data from relational or OLAP databases into objects or hierarchies, from personal data providers such as Microsoft Excel or CSV files, from BEx queries based on SAP Info Cubes, from web services, or from Advanced Analysis workspaces. You build data providers to retrieve data from these data sources and you create reports from the data in data providers. You can also connect to the HANA (SAP High-Performance Analytical Appliance) data source to take advantage of the benefits of in-memory computing.
You can use the Java or HTML interface of SAP BusinessObjects Web Intelligence to perform data analysis from the BI launch pad. Which interface is launched depends on your Preferences settings in the BI launch pad.
You can also use Web Intelligence Rich Client to perform data analysis. Web Intelligence Rich Client allows you to work locally without a connection to a repository. Additional information is available in the SAP BusinessObjects Web Intelligence Rich Client User's Guide.
Note:
When you have launched the desktop tool once and closed it, the quick start icon is available in the toolbar. This quick start icon allows you to launch the desktop tool rapidly.
About the three Web Intelligence interfaces
Table 2-1: The three Web Intelligence interfaces
Description Interface
Also referred to as the DHTML interface. You launch this via the BI launch pad. Depending in your rights, you can do the following:
• Create and edit queries based on 'no data source', .unx, and .unv universes (but not on BEx queries).
• Create, edit and refresh all types of reports. Note:
In 4.0 SP02, it was not possible to create queries. It was only possible to work with documents and reports.
Web
Also referred to as the Java applet. You launch this via the BI launch pad. Depending on your permissions, you can do the following: • Create and edit queries based on 'no data
source', .unx and .unv universes, BEx queries, Analysis views (Advanced Analysis
workspaces), and Text sources.
• Create, edit and refresh all types of reports. Rich Internet Application
You download and install this via the BI launch pad. Depending on your permissions, you can do the following:
• Create queries based on 'no data source', .unx and .unv universes, BEx queries, Analysis Views (Advanced Analysis workspaces), and Text sources.
Application structure
The application has the following components:
Description Component
You use the main toolbar to open, save and print documents, track data changes and display the report outline.
The main toolbar appears in the File tab when the application is in Design mode.
The main toolbar
You work with data providers and perform report design and analysis tasks using the toolboxes.
Toolboxes appear at the top of the application in Data and Design mode only. In Data mode, only those toolboxes related to working with data providers are active.
Description Component
The Left Panel groups several panes that provide different views of the current document. Refer to the table below to see which panes are available in the different modes.
• The Document Summary provides an overview of the document properties.
• The Available Objects pane lists the data providers and objects available for inclusion in reports.
Note:
The Web interface (DHTML mode) does not display formu-las in this panel.
• The Input Controls pane allows you to add and edit input controls applied to the document.
• User Prompt Input
• The Document Structure and Filters pane displays the structure of the document in a tree view, and displays filters applied to different report elements.
Note:
The Web interface (DHTML mode) does not display filters in this pane. If you want to use filters, use the Rich Internet Application (Java applet).
• (Rich Internet Application mode only) The Navigation Map pane lists all the reports in a document. This pane is the same as the Report Map in HTML mode.
• (Web mode only) The Report Map pane lists all the reports in a document. This pane is the same as the Navigation Map in Rich Internet Application mode.
• The Web Services Publisher pane lists the BI Services published from the document.
• The Data pane appears in Data mode only and allows you to navigate the data providers in a document.
Left Panel
The FIle and Properties tabs are available in Design and Data mode only. The File tab contains the main file menu tools . The Properties tab allows you to set View, Document, and Application properties.
File and Properties tabs
The "Report Panel" displays the report. Report Panel
The "Status Bar" appears beneath the repory and allows you to perform actions such as activating data tracking or changing the display mode. It can be activated and deactivated in the View menu of the Properties tab.
The tabs available in the left panel depend on your choice of interface: Rich Internet Application (the Java applet mode), Web (HTML mode), or Desktop (Web Intelligence Rich Client):
Setting up and using Web Intelligence Rich Client
4.1 Installing the desktop interface
4.1.1 To install the desktop interface from the BI launch pad
1. Log into the BI launch pad.2. Click Preferences.
3. Click Web Intelligence.
4. Click Desktop (installation required) in the Modify section.
5. Click Save and Close.
Web Intelligence Rich Client is downloaded to your computer and launched when you launch the application from the BI launch pad. Due to the file size, this process might take a few minutes. Note:
If you install Web Intelligence Rich Client from the BI launch pad, the online help system is not installed to your local computer. If you work in Connected mode, Web Intelligence Rich Client displays help pages stored on the server. If you work in Offline or Standalone mode, help pages are not available.
Related Topics •Connection modes
4.1.2 To install Web Intelligence Rich Client from the SAP BusinessObjects Enterprise
CD
4.1.3 Availability of online help
If you install Web Intelligence Rich Client from the BI launch pad, the online help system is not installed to your local computer. This has the following effect on the avaliability of the online help:
• If you work in Connected mode, Web Intelligence Rich Client displays help pages stored on the server.
• If you work in Standalone mode, help pages are not diplayed if the BI launch pad is running. • If you work in Offline mode, help pages are not available.
You can make help available by specifying a local folder or a URL where Web Intelligence Rich Client can access the help.
4.1.3.1 To specify the folder or URL for online help
1. Select Options from the main menu to display the "User Preferences" dialog box.
2. Select the General tab.
3. Click Browse next to Help and select a folder.
You can also type a URL as the location of the online help.
4.1.4 Quick Launch button
The first time you open and close a .wid document, the quick launch function becomes available. The Quick Launch button is visible in the lower right of the main pane. When you use this button to launch the application, rapidly.
4.2 Connection modes
4.2.1 About connection security rights and working locally
Connection objects have an additional security right called "Download connection locally".
When the "Download connection locally" security right is granted to connection objects: Local refresh is performed locally if the middleware is correctly installed and set up. When the security right is denied : No local refresh is executed. The Refresh is delegated to server side. Query creation & modification is possible only for queries not using secured connection.
When working with a document from XI4.0 or earlier, save the document and reopen it: the security right will be correctly applied.
Note:
The administrator must define the security associated with the Connection, e.g. define who can download locally the (sensitive) connection information.
This security option has the following effects:
• No connection information transit to the client side (extra secure mode). • Limited Offline mode: It is not possible to refresh locally.
• In Offline mode: You can open, view and modify a report, but you cannot refresh a report offline, or modify or edit the query.
Note:
When working with multiple queries in a document: The refresh action works for the non-secured connection(s) only. A warning is displayed when at least one query is using a secured connection.
4.2.2 Connected mode
In Connected mode, you work while connected to a CMS. You can work with documents on the CMS or with local secured or unsecured documents. According to your security rights in the CMS, you can do the following:
• import documents from the CMS • import universes from the CMS • open local documents
Security in Connected mode
When you work with documents in Connected mode, the security rights of your user account are applied by the CMS.
Connecting to the CMS in Connected mode
There are two ways of launching Web Intelligence Rich Client, and each connects to the CMS differently: • When you launch from the BI launch pad, Web Intelligence Rich Client connects to the CMS within the same BI launch pad session, so no login is required. Communication with the CMS goes through HTTP to an application server, which reroutes the calls to the CMS and repository. No local middleware is required.
• When you launch locally, by logging in to Web Intelligence Rich Client through the Windows Start menu or by double-clicking WID document, Web Intelligence Rich Client connects to the CMS in client-server mode using the OCA/CORBA framework of the Enterprise SDK. You need the appropriate database middleware on your local machine.
Note:
In order to connect to an Essbase OLAP data source from SAP BusinessObjects OLAP products including universe design tool, Web Intelligence Rich Client and Web Intelligence, ensure that Essbase Client middleware is properly installed and configured on machines hosting those SAP BusinessObjects OLAP products. Specifically, ensure that Essbase Client environment variables ARBORPATH and ESSBASEPATH are created and set as Windows system environment variables (as opposed to Windows user environment variables).
Related Topics
•To work in Connected mode locally
•To work in Connected mode from the BI launch pad
4.2.2.1 To work in Connected mode from the BI launch pad
In Connected mode, security is handled by the CMS. You work with reports as you do when working in the BI launch pad. You do not need database middleware on your local machine when you launch in Connected mode from the BI launch pad.
1. Log into the BI launch pad.
2. Click Preferences at the top of the BI portal to display the "Preferences" dialog box.
3. Select "Web Intelligence" in the dialog box.
4. In the Modify section, select Desktop.
5. Click Save and Close.
6. Click the Documents tab.
7. Right-click a document and select Modify.
If Web Intelligence Rich Client was already running on your computer, launching from the BI launch pad opens a new instance of the application. The document is not opened in the application instance that was already open.
Related Topics •Connection modes
4.2.2.2 To work in Connected mode locally
To launch the desktop interface in Connected mode locally, the desktop interface must be installed on your computer. You must have already connected at least once to the CMS you want to work with using the desktop interface from the BI launch pad.
You need to have the middleware required to connect to the CMS installed on your computer.
In Connected mode, security is handled by the CMS. You work with reports in the desktop interface as you do from with the BI launch pad.
1. Launch the desktop interface.
2. Click Web Intelligence > Login as
An icon shows what kind of connection was used for the last connection with the CMS: • An icon of a desktop computer means the desktop interface last connected to this CMS in
client-server mode (local launch from the client computer). The name of the CMS is the server name.
• An icon of a globe means the desktop interface last connected to this CMS in HTTP mode from the BI launch pad. The name of the CMS is the full name of the connected cluster.
3. Enter a valid user name and password.
4. Select an authentication mode from the list.
Do not choose Standalone if you want to work in Connected mode. When you choose Standalone authentication you work in Standalone mode, with no CMS connection.
5. Make sure the Use in Offline Mode option is not selected.
6. Click Log In.
The desktop interface is launched in Connected mode. If the desktop interface was already running on your computer, launching it again opens a new instance of the application.
4.2.3 Offline mode
In Offline mode, you are not connected to a CMS but CMS security still applies. You can work with local documents and universes that are secured by the CMS you select at login, or with unsecured local documents and universes. You can do the following:
• open local documents
• create documents (requires local universe and local connection server) • edit documents
• refresh documents (requires local universe and local connection server) • save documents locally
In Offline mode, you cannot import documents from or export documents to a CMS.
Security in Offline mode
When you connect to a CMS in Connected mode, your security rights in that CMS are downloaded to your computer. Each document and universe downloaded from a CMS contains within it an access control list identifying groups and users that have access rights to the document. In Offline mode, CMS security rights are applied by matching the access rights for the document or universe against the locally stored security file. For example, if a document was downloaded from a CMS to your local machine, and you do not have the right to open the document in the CMS from which it was downloaded, you cannot open the document on your local machine. If the security settings on objects do not allow working in offline mode, those objects cannot be included when the document is used later.
Before you can work in Offline mode with documents or universes secured by a CMS, you must first have connected to that CMS at least once in Connected mode. This allows downloading of the CMS security information to your local machine, and the display of the CMS as a choice in the System list on the login page. You can then log in in Offline mode and work with no CMS connection because the CMS security information is readable from the local file.
When working in Offline mode, you must have the appropriate universes and database middleware installed on your machine to be able to create or refresh documents. If you do not, you can still open, edit, and save documents locally as long as you have the appropriate security rights.
The security information for a CMS is stored in a local security information file with the LSI extension. One computer can store LSI files for multiple CMSs.
4.2.3.1 To work in Offline mode
1. Launch the desktop interface.
2. Select Open on the menu and select a document exported from the CMS whose security details are stored on your local machine.
The "User Identification" dialog box appears.
3. Select the CMS from the System list.
4. Type your username and password.
5. Select the authentification method from the Authentification list.
6. Select Use in Offline mode.
7. Click Log On.
4.2.3.2 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.
4.2.4 Standalone mode
In Standalone mode, you are not connected to a CMS and no security is enforced. You can work with local, unsecured documents and universes only. You can do the following:
• open documents • create documents • edit documents • refresh documents • save documents locally
You cannot import documents from or export documents to a CMS.
4.2.4.1 To work in Standalone mode
Any middleware required to work with unsecured documents and universes must be installed on your computer.
1. Launch the desktop interface.
2. Select Open from the menu, navigate to and double-click the Web Intelligence (WID) document you want to open in Standalone mode.
3. In the User Identification dialog box that appears, select Standalone from the Authentification list.
4.2.5 Defining the Proxy Settings
You define the proxy settings when you use an internet proxy server to access any URLs or images in your reports. You do not need to define these settings for images that are embedded in a report. Check the settings on your internet browser to obtain the information required to define your proxy settings. To define the proxy settings, perform the steps below:
1. In the "User Preferences" dialog, click the "Proxy" tab.
2. Define your "Http Proxy Host".
3. Define the "Http Proxy Port".
4. Define your "Https Host and Port Settings", or select Same as Http Proxy.
5. Click OK to save the settings and close the dialog.
4.3 Setting the interface and document locales
Locales determine the appearance of the application interface (for example, menu items and button text) and data (for example, date and number formatting).
There are three locales:
Description Locale
The locale of the Web Intelligence interface Product Locale
The locale of the data currently contained in the document
Description Locale
The preferred locale for displaying document data Preferred Viewing Locale
The locale settings determine how the locales interact to display document data.
4.3.1 The Product locale
The product locale is used to display the user interface (for example, menu items and button text). Note:
The GetLocale function returns the Product Locale.
4.3.1.1 To set the Product locale in Web Intelligence Rich Client
1. Select Options from the main application menu to display the "User Preferences" dialog box.
2. Select the Locale tab.
3. Choose the Product locale from the Product locale list.
4.3.2 The Document locale
The Document locale formats the data in documents. For example, the Document locale determines the display of dates and numbers.
By default, the browser locale is used. A user can permanently associate the current Document locale with a document by saving the document with the Permanent Regional Formatting option selected. Once a document has been saved with the option selected, the settings are ignored and the document data is always formatted using the saved Document Locale. This applies to all users, not just the user who selected the Permanent Regional Formatting option.
Note:
The GetContentLocale function returns the Document locale.
Related Topics
4.3.3 The Preferred Viewing locale
The Preferred Viewing locale is a user's preferred locale for displaying document data. The Document locale becomes the user's Preferred Viewing locale when the BI launch pad settings give the Preferred Viewing locale priority.
If the locale settings give the user's Preferred Viewing locale priority through the Use the Preferred Viewing Locale to format the data setting, the Document locale is set to the Preferred Viewing locale when the user opens a document. When the user saves the document, this Document locale is saved with the document.
If the settings do not give the user's Preferred Viewing locale priority, the data is formatted according to the Document locale saved with the document.
When a user creates a document, the user's Preferred Viewing locale is always assigned as the initial Document locale, whether or not the locale settings give the Preferred Viewing locale priority.
Note:
The GetPreferredViewingLocale function returns the Preferred Viewing locale. The GetLocalized function also uses the Preferred Viewing locale to display translated strings.
4.3.3.1 To set the Preferred Viewing locale
1. Select Options from the main application menu to display the "User Preferences" dialog box.
2. Select the Locale tab.
3. Select the Preferred Viewing locale from the Preferred viewing locale list.
4.3.4 To associate a locale with a document permanently
1. In Design mode, click Document on the Properties tab in the left panel to display the "Document Summary" dialog box.
2. Select Permanent regional formatting.
3. Click OK.
4.4 To set viewing preferences
1. In Design mode, click Application on the Properties tab to display the "User Preferences" dialog box.
2. Select the Viewing tab.
3. Select the measurement unit for report display in the Measurement unit section.
4. Select Show grid to display a grid for the alignment of report elements.
5. Select Snap to grid to align report elements to the grid automatically.
6. Set the value in Grid spacing to set the amount of space between the lines in the grid.
4.5 To change your password
You can only change your password if you are in client-server connection mode: you must have launched your Web Intelligence Rich Client session locally rather than from the BI launch pad.
1. Select Preferences from the BI launch pad toolbar.
2. Select Change Password.
3. Type your current password in the Old Password box.
4. Type your new password in the New Password box.
5. Type your new password again in the Confirm New Password box. Your password is changed to the new password.
4.6 Working with universes in the Rich Client interface
4.6.1 Universe security in Web Intelligence Rich Client
Universe security in Connected modeIn Connected mode, you cannot access local, CMS-secured universes. You must access the CMS universes remotely.
Universe security in Offline mode
To create or refresh a report in Offline mode, you must have first connected to the CMS in Connected mode. When you work in Connected mode with a CMS, a local security information (LSI) file is downloaded to your computer containing your security rights to the resources in the CMS. When you try to create or refresh a report in Offline mode, you can use:
• locally installed universes that are not secured by the CMS
• locally installed universes which you are authorized to access, as verified by the LSI file
You cannot access universes on the CMS remotely, because in Offline mode you are working without a CMS connection.
Note that you need to have a Connection Server installed on the computer where you use Web Intelligence Rich Client in order to create or refresh documents in Offline mode.
Universe security in Standalone mode
In Standalone mode, you work with no security and no connection to the CMS. You can work with unsecured, locally installed universes only.
The middleware required to create and refresh local, unsecured documents with local, unsecured universes must be installed on the computer where you use Web Intelligence Rich Client.
4.6.2 Working with universes in Connected mode
When you perform desktop data analysis in Connected mode, you access CMS universes remotely. The CMS applies the security rights directly, exactly as if you were performing data analysis from the BI launch pad.
In Connected mode, you cannot access local, CMS-secured universes. You must access the CMS universes remotely.
4.6.3 Working with universes in Offline mode
To create or refresh a report in Offline mode, you must have first connected to the CMS in Connected mode. When you work in Connected mode with a CMS, a local security information (LSI) file is downloaded to your computer containing your security rights to the resources in the CMS. When you try to create or refresh a report in Offline mode, you can use:
• locally installed universes which you are authorized to access, as verified by the LSI file
You cannot access universes on the CMS remotely, because in Offline mode you are working without a CMS connection.
Note that you need to have a Connection Server installed on the computer where you perform desktop data analysis in order to create or refresh documents in Offline mode.
4.6.4 Working with universes in Standalone mode
In Standalone mode, you work with no security and no connection to the CMS. You can work with unsecured, locally installed universes only.
The middleware required to create and refresh local, unsecured documents with local, unsecured universes must be installed on the computer where you perform desktop analysis.
When you copy the universe file locally, it should be saved in the following folder:
<install_path>\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\Universes.
4.6.5 To select a default universe
1. Select Options from the menu in the top-right corner next to the Help menu to display the "Options" dialog box.
2. Select the General tab.
3. Select Default universe: in the Select default universe section.
Working with documents on the desktop
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
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.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.
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.