Talis Decisions
InfoView and Web Intelligence
Katharine Spellman
Business Specialist
Introduction
• Start and end times
• Lunch
• Toilets
• Mobile Phones
• Fire
• Documentation
• Evaluation form
Agenda
Welcome
Introduction to Talis Decisions InfoView - getting started
11:30 Break
Web Intelligence – Edit Query
12:30 Lunch
Web Intelligence – Edit Report
14:30 Break
Web Intelligence – Edit Report cont’d InfoView – scheduling documents Evaluation forms
Aims
• To explain what Talis Decisions is and how it
works to help analyse information
• To give you the ability to use the major features of
Talis Decisions
Who are you
Who are you?
Which library do you work for? Experience of Business Objects? What are your hopes for the course?
What is Talis Decisions?
• A decision support and performance management
tool
• Powered by Business Objects Enterprise XI R2
SP1
The Product Suite
What is Talis Decisions?
InfoView
Web Intelligence (Webi)
Desktop Intelligence (Deski)
Designer (Universes) Central Management Console (CMC) Central Configuration Manager (CCM)
InfoView
• Portal
• Report viewing and scheduling tool
• Organising objects - Categories / Folders
• Discussions
• Used to access Web Intelligence
• Used to distribute documents
• Used to schedule documents
Web Intelligence
• Accessed through InfoView
• Used to create documents
• Multiple queries/Multiple reports
• Formatting is sophisticated
• Very like Desktop Intelligence now
• Web based reporting tool – Enterprise
• Uses Java
Desktop Intelligence
How Decisions works
Your client Workstation
You run the Query in a Browser A report is displayed Decisions Server The query is SQL t is generated Alto Database The SQL is executed to extract the data converted to The repor
1> select * from LOAN where LOAN_ID>234567 2> go
LOAN_ID ITEM_ID BORROWER_ID CURRENT_LOAN STATE LOAN_TYPE DUE_DATE CREATE_DATE CREATE_LOCATION CREATE_OPERATOR ACTION_ID
-- -- -- --- --- ---1898075 28 96320 F 0 1
Jan 26 2006 7:30PM Nov 3 2005 8:26AM N Self Issue CLIS
1898075 28 96320 F 2 1
Jan 26 2006 7:30PM Nov 3 2005 8:27AM N Self Issue CLIS
1898076 28 96320 F 0 1
Jan 26 2006 7:30PM Nov 3 2005 8:27AM N Self Issue CLIS
1898076 28 96320 F 2 1
Jan 26 2006 7:30PM Nov 3 2005 8:27AM N Self Issue CLIS
1898077 28 96320 F 0 1
Jan 26 2006 7:30PM Nov 3 2005 8:27AM N Self Issue CLIS
1898077 28 96320 F 2 1
Jan 26 2006 7:30PM Nov 3 2005 8:27AM N Self Issue CLIS
1898081 28 96320 F 0 1
Jan 26 2006 7:30PM Nov 3 2005 8:28AM N Self Issue CLIS
1898081 28 96320 F 2 1
Jan 26 2006 7:30PM Nov 3 2005 8:28AM N Self Issue CLIS
How Decisions Works - Semantic Layers
Users
Familiar Business Terms
Data
Universe
Class
Objects
• Objects are given familiar names
What are Universes made of?
• There are three types of object in a Universe:
Dimensions
Details
Measures
…can be combined with …
Supplier name Supplier code
Author Total items
…to gain more information on an entity.
…to analyse summary information.
Using the MIS server
• Currency of data versus performance
Your client Workstation
You run the Query in a Browser A report is displayed Decisions Server The query is converted to SQL The report is generated Alto Database The SQL is executed to extract the data
Important concepts
• Objects
– InfoView – all sorts of files
– Universes – dimensions, details and measures
• Documents
– Web Intelligence or Desktop Intelligence documents
• Reports
– Formatted output from a query/queries
No – Aggregation!
Item types and loan types included in table, totals broken down to reflect this.
Loan types have been removed – totals aggregated as a result
Item types removed and Loan types re-instated
Note: Total of all issues and renews has remained the same
Practical work through of functionality
• InfoView
– layout, folders and categories, viewing, refreshing and saving documents
• Edit Query
– layout, creating a query, modifying a query, filters
• Edit Report
– layout, creating tables, adding blocks of data, charts, freestanding cells and images
• Edit Report
– Breaks, sections, calculations, sorts, filters, ranking, alerters, formatting
• Edit Report
– Formulas and variables, synchronising queries, drilling
• InfoView
Getting Started with InfoView
• Logon
• System names
• User names
• Passwords
• Authentication
• Rights
Filters
When can they be applied?
• Query filter
• Report filter
• At both stages
Query filters
• Benefits
– Retrieves just the data needed for the specific query
– Minimises data returned so optimises performance of the document
• However – query filters add performance overhead on the
server
---• Objects don’t have to appear in the results object pane in
order to be used in a filter
Restricting Data
• Object – Operator – Operand
Types of query filter:
• Single-value and multi-value filters
• Lists of values
• Prompted filters
• Complex filters
Some Synchronising Rules
1. You can only link on dimension objects.
2. The dimension objects do not have to have the same name.
3. The dimension objects must have a common data format.
4. Although actual values do not have to be the same, all data
held in the microcube is case sensitive and therefore any common values must be in the same case.
5. The format of the values must be the same.
6. Any number of queries can be linked by common dimension
objects.
7. Any number of dimension objects can be merged between
Drilling
• Drilling
• Hierarchies
• Snapshots
Talis Decisions functionality (some of it!)
• InfoView
– layout, folders and categories, viewing, refreshing and saving documents
• Edit Query
– layout, creating a query, modifying a query, filters
• Edit Report
– layout, creating tables, adding blocks of data, charts, freestanding cells and images
• Edit Report
– Breaks, sections, calculations, sorts, filters, ranking, alerters, formatting
• Edit Report
– Formulas and variables, synchronising queries, drilling
• InfoView
Thank you for attending
Talis Decisions:
InfoView and Web Intelligence
Trainer: Katharine Spellman
Email: katharine.spellmans@talis.com
