BusinessObjects XI (Release 2): The Complete Reference Book

	Foreword
	Acknowledgments
	Introduction
Part I	Getting Ready for BusinessObjects XI
1	Introduction to Business Intelligence	3
	The Background of Business Intelligence	3
	A Broader BI Suite	10
	The History of Business Objects the Company	19
	The Future	21
	Summary	21
2	Goals of Deploying BusinessObjects XI	23
	IT Goals	24
	Business Goals	27
	BI Standardization: A Joint Goal	30
	Measures of Success	31
	Summary	35
3	Understanding Your Users	37
	What Is Segmentation?	37
	Others Who Affect Implementation Efforts	41
	When to Analyze Segments	44
	Project Roles	44
	Summary	47
4	Marketing BusinessObjects XI	49
	When to Develop a Marketing Plan	49
	Elements of a BI Marketing Plan	50
	Situation Analysis	50
	Marketing Mix: The Four Ps	53
	Approaches to Training	60
	Customizing per Segment	61
	Summary	62
5	Under the Covers: Migrating to a New Architecture	63
	File-Based Repository	63
	Optimized Processes	65
	Migration	67
	Import Wizard	79
	Report Conversion	85
	Summary	89
Part II	A Better Universe
6	Universe Design Principles	93
	Keep It Simple	93
	Align with Business Goals	95
	Evolving the Universe	96
	Universe Components	98
	How Designer Works	103
	Crystal Business Views	105
	Summary	106
7	Using Designer to Build a Basic Universe	107
	Launching Designer	107
	Opening a Universe	108
	Folders and Domains	109
	Designer Workspace	110
	Designer Toolbars	110
	Universe Parameters	114
	Universe Connections	131
	Designer Options	138
	Quick Design Wizard	139
	Summary	142
8	Universe Joins	143
	Join Graphics	143
	Basic Joins	146
	Outer Joins	150
	About ANSI 92 or SQL 92	153
	Loops and Contexts	154
	Composite Keys and Complex Joins	168
	Aliases	171
	Self-Joins and Aliases	175
	Shortcut Joins	177
	Summary	178
9	Classes and Objects	179
	The Universe Pane	179
	Types of Objects	180
	Object Ordering	183
	Naming Conventions	185
	Working with Classes and Objects	187
	Modify a Detail or Attribute	200
	Insert a Measure	201
	Object Formats	204
	Summary	206
10	List of Values	207
	How List of Values Works	207
	List of Values Settings	210
	Simple Customization	212
	Reusable Lists of Values	225
	Incorporating Personal Data Files	226
	Summary	228
11	Advanced Objects	229
	Reducing Maintenance with Base Objects and @Select	229
	The SQL Editor	230
	Some Caveats about SQL Functions	230
	Condition Objects	234
	Objects with Prompts: Interactive Objects	239
	Aggregate Awareness	244
	Derived Tables	256
	HTML Links	258
	Popular SQL Functions	261
	Summary	271
12	Multidimensional Analysis	273
	What Is Multidimensional Analysis?	273
	Time Hierarchy	274
	OLAP Universes	278
	Summary	282
13	Securing the System	283
	The Enterprise Environment: What Needs Securing	283
	Introducing the Central Management Console	284
	Authentication	288
	Planning for Authorization	294
	Centralized or Decentralized Security: Who's My Supervisor?	304
	Granting Access to Universes	307
	Further Securing the Data: Column- and Row-Level Security	309
	Summary	327
14	Design Principles: Where to Put the Intelligence	329
	What Is Intelligence?	329
	Places for Intelligence	330
	Evaluating the Pros and Cons of Each Alternative	331
	Summary	346
15	Minimizing Universe Maintenance	347
	Linked Universes	347
	What Gets Linked	349
	How Linking Works	350
	How to Add a Link	350
	Permanently Importing Universe Components	352
	Removing a Link	353
	Object Sort Order	353
	Approaches to Development, Test, and Production Universes	354
	Multiple Designers	365
	Metadata Integration	367
	Summary	368
16	Getting Ready for Production	369
	Universe Integrity	369
	Universe Documentation	373
	Quality Assurance Checklist	377
	Benchmark Reports	380
	Monitoring User Activity	384
	Summary	390
Part III	Reporting and Analysis
17	Navigating InfoView	393
	Logging In to InfoView	393
	The InfoView Panels	396
	Accessing Documents	400
	InfoView Preferences	404
	My InfoView Dashboard	412
	Summary	415
18	Working with Documents	417
	Opening a Document	417
	Understanding a Document's Structure	420
	Components of a Report	421
	Refreshing a Document	423
	Handling Prompts and Lists of Values	425
	Saving Documents	429
	Scheduling a Document	431
	Logging Off	439
	Summary	440
19	Analyzing the Data	441
	The HTML Interactive Viewer	441
	Block Types	443
	Master/Detail	447
	Sort	449
	Breaks	450
	Calculations	452
	Filter	454
	Ranking	459
	Drill	463
	Drill Through To Detail	470
	Sharing Your Analysis: Discussions	472
	Summary	473
20	Creating a New Query	475
	Formulating a Business Question	475
	Choosing a Query Panel	476
	The Query Panel	479
	Result Objects	482
	Query Filters	484
	Query Options	492
	OLAP Access	495
	Summary	496
21	Advanced Report and Chart Formatting	497
	The Formatting Toolbar	497
	What and How to Format	499
	Formatting a Cell	499
	Formatting in the Java Report Panel	504
	Structure Mode	512
	Formatting a Chart	525
	Page Layout	530
	Formatting Master/Detail Reports	533
	User Settings	534
	Summary	534
22	Formulas and Variables	535
	Web Intelligence Functions	535
	Types of Formulas	540
	Syntax Differences Between Web Intelligence and Desktop Intelligence	540
	Creating a Formula Step-by-Step	541
	Saving Formulas as Variables	545
	Using Operators in Formulas	548
	Using Functions in Formulas	550
	Creating Variables in Desktop Intelligence	588
	Summary	590
23	Complex Queries	591
	Multipass Queries	591
	Multiple Data Providers	594
	Measure Conditions/Having Clause	599
	Complex Query Filters	599
	Subqueries	606
	Object Equal to Another Object	609
	Summary	610
24	Desktop Intelligence	611
	Why Desktop Intelligence	611
	Online Mode vs. Offline Mode	612
	Types of Data Providers	615
	Complex Queries	620
	User-Defined Objects	624
	Advanced Formatting Capabilities	624
	Publishing to the Repository	634
	Summary	636
	Bibliography	637
	Index	639