Business Objeccts InfoView Tips and Shortcuts

7/29/2019 Business Objeccts InfoView Tips and Shortcuts

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September 2003

Tips and Shortcuts

for using InfoView


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About Todays Session

Note: Real data is being used for the DS Users Group (demo is live,

data is day old) If you are here, you need to treat all the data you see

on screen as extremely confidential.

This session is being offered in addition to:

Business Objects WebIntelligence or 5i Class Finance Data Education Session

XX100 - InfoView Reporting Overview

http://wbt.apps.uillinois.edu/traincenter_wbt_FN.htm

UI-Integrate information:

http://www.ui-integrate.uillinois.edu/imp_emp_finance.asp

This session covers how to use InfoView only.

Access to specific reports will depend on your individual Security Profile
http://wbt.apps.uillinois.edu/traincenter_wbt_FN.htmhttp://www.ui-integrate.uillinois.edu/imp_emp_finance.asphttp://www.ui-integrate.uillinois.edu/imp_emp_finance.asphttp://www.ui-integrate.uillinois.edu/imp_emp_finance.asphttp://www.ui-integrate.uillinois.edu/imp_emp_finance.asphttp://wbt.apps.uillinois.edu/traincenter_wbt_FN.htm


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Rumors & Tips

We are learning right along with you. Many of thesesuggestions came from you. To the best of our knowledge,

this information is accurate.

If we find out something changes, we will post the correction

to:DS User Groups www.ds.uillinois.edu/user_groups.asp

DS Changing Lanes listserv

(subscribe at: www.ds.uillinois.edu/changing_lanes.asp)

and well announce it at the DS User Groups.

If you find something changes, have a tip or want to verify a

rumor, please send it to your Campus Data Steward
http://www.ds.uillinois.edu/user_groups.asphttp://www.ds.uillinois.edu/changing_lanes.asphttp://www.ds.uillinois.edu/changing_lanes.asphttp://www.ds.uillinois.edu/user_groups.asp


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Rumor # 1: You must have a PC. The UI-Integrate Finance Standard Reports will not

run on a MAC.

False. There are some issues with Macs

please refer to:

http://www.ds.uillinois.edu/Docs/Workstat

ion%20Requirements%20for%20BO.docfor more information.
http://www.ds.uillinois.edu/Docs/Workstation%20Requirements%20for%20BO.dochttp://www.ds.uillinois.edu/Docs/Workstation%20Requirements%20for%20BO.dochttp://www.ds.uillinois.edu/Docs/Workstation%20Requirements%20for%20BO.dochttp://www.ds.uillinois.edu/Docs/Workstation%20Requirements%20for%20BO.doc


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Tip # 1: Reports run better using the most

recent version of your internet browser (MS

Internet Explorer, Netscape, etc.).

True. You can check your

browser version from theHelp menu and selecting

About Internet Explorer.

Then check yourversionnumberhere against the

most recent version.


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Know Your Data

Tip # 3: Know your data as much as

possible.

Go to the UI-Integrate (www.ui-integrate.uillinois.edu) & OBFS

(www.obfs.uillinois.edu) Training classes.

Keep a notebook or file.
http://www.ui-integrate.uillinois.edu/http://www.ui-integrate.uillinois.edu/http://www.obfs.uillinois.edu/http://www.obfs.uillinois.edu/http://www.ui-integrate.uillinois.edu/http://www.ui-integrate.uillinois.edu/http://www.ui-integrate.uillinois.edu/


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How to Log In

Go to: https://eddie.ds.uillinois.edu/

Select the

Log In button


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Enter User Name & Password

Enter yourUser Name.Your User Name should

be your netid (which

may or may not be your

Banner Enterprise Id)

Enter yourPassword.

If you do not know your

password, please

contact the AITS

Helpdesk.

Press Ok


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Your Login is Not Valid

This means yourUser Name does not have permission to

log-in. Please double check to make sure you are using

your netid and not your Enterprise Id. If you get this errormessage, please contact the AITS Helpdesk.


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Disabled by Your Supervisor

This means you have tried to log in unsuccessfully three

times within the same day. If you get this error message,

please contact the AITS Helpdesk and ask them to reset

your Eddie password.


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Welcome Page

A successful login will look something like this:


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University Documents

University Documents is where theUI-Integrate Standard Reports are

posted. OBFS, HRIS, OARs &

maybe others will be posting

standard reports.


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Personal Documents

Personal Documents is wherereports you save are stored.

You may save a University

Document to yourPersonal

Documents.


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Inbox Documents

You can send documents to others &find documents that others have sent

you under theInbox Documents.


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Scheduled Documents

We are not currently using theScheduled Documents option. DS

is exploring ways that reports can

be scheduled.


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Create Documents

Create Documents is only availableto people who use WebIntelligence

and 5i.


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Other Menu Bar Items

Search will allow us to find reports(more later in the presentation)

Options allow you to change the

screen appearance, passwords,

etc.

Logout closes your session. You

will need to log-in again to get

access

Help shows you the on-line help for

the Business Objects software.


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Select University Documents

New black menu

bar across the top

Same

black

menu

bar onthe left


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Search For

Search For

allows you tofind

Documents

based on

words in theirName

For example,

using the word

detail findsthese three

documents


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Categories

Tip # 4: Use the drop down box with Categories to narrow

your search

Picking the OBFS

Finance Reportscategory yielded

these 15

documents


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Refresh List

Tip # 5: ClickRefresh List

You can go to

Options,

Document

Lists & set theRefresh List

option.

Look here to see when you last

refreshed the document list


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Expand

Tip # 6: Click Expand to see more information about

each document


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Guide to the Expand View

The Expanded view includes:

a. Document Name

b. Environment you should see Production. We have others

including Development, Training or Testing

c. Description starting with the database (in this case, StudentRA EDW) & then a brief description of the

document

d. Last Update of the document logic

e. From is the person who posted the document (DS only)

f. Document Size

a b

c

d f

e


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More on the Expand View

You can also:

a. Download

b. Savec. Send to Users

d. Edit of the document logic

e. Properties

More on these later.

a b c d e


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University Documents Tour

Name of thedocument

From is the person

who posted the

document (DS only)Date when the

document was last

published

Size of the document


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Compact

Tip # 7: Click Compact to see less information about each

document


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Refresh

Many of the UI-Integrate Finance Standard Reports opento a shell containing no data. To get data, you need to click

on Refresh.

If you do not see the Refresh option, please call the AITS

Helpdesk.


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Prompted For Values

After clicking Refresh, you should be prompted for values.You should see both a blank box to enter the value and

the Show Values button.

If you do not see the blank box to enter the value and the

Show Values button, please call the AITS Helpdesk.


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Show Values

Click on the Show Values button to get a list of values tochose from:


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Entering Values

If you know what the values

are you can type them in

instead of using the Show

Values button, but be very

careful. If you mistype the

value, omit a space, insert aspace, etc., you wont get

any data back.

For example, there is no easy way of telling how many spaces

are in this value or how many follow the word Urbana.


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Entering Values

Tip # 8: Only enter values on small strings of numbers or

text. On this example, you might want to use Show Values

for the Chart of Accounts, but then enter the remaining

values.


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Selecting Multiple Values

Tip # 9: Some prompts will allow you to select multiple

values. Hold the Control key down and click on individual

values.

Or you can put a semicolon (;) between each value as youtype it in.


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Extra Spaces

Tip # 10: If you are going to enter your own values, watch

out for a leading space. You can remove it with a

backspace.


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Wild Cards

Tip # 11: The wild card for these documents is the

asterisk (*). Use this to get all values.


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Run Query

Once all the prompts are filled in, press Run Query


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White Screen of Wait

Sometimes it takes awhile for data to return. Its hard to tell if your

machine is locked up or what. Weve been talking with BusinessObjects about a better status bar.

DS takes performance issues seriously and we are working to improve it.DS will discuss performance issues at future DS User Group meetings.

Performance has improved significantly, but if you continue to experience

problems please contact AITS Help Desk with the report name.


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Data! Now What?

Now our report contains data. What else can we do?


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Some Options

a. Hide/Show Sections Treeb. Sizing Options

c. Panning (to scroll around)

d. Zooming

e. Page Setupf. Print

g. Location

a. b. c. d. e. f. g.

This is the

sections

tree


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Refresh

The Prompt window opens using your previous values.

You can now select another set of values to run.


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Edit

You cannot Edit UI-Integrate Standard Reports.


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Save

Save will store the document in your Personal Documents.

You can*:

a. Rename itb. Create your own Description

c. Select a category or

create a new category

d. Enter in Keywords

e. Overwrite saved documents

*These changes will only show up in Personal Documents.

You cannot modify University Documents.


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More on Saving

DS is looking at space considerations. Today there are nolimits. However, please bear in mind, that if space gets tight

DS may limit the amount of available space.

This has the advantage of saving the previous prompt values.

Then you only have to make minor changes.

Tip # 13: If you have saved the document,

remember to look for it underPersonal

Documents.


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Send

You can use the Send feature to

send documents to another

Business Objects user. Expect

a delay before the send screendisplays.

*DS is working on an alternative method called the Query Clearinghouse.

DS will be presenting information to the DS User Group about the Query

Clearinghouse in the next few months.


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Delete

You can also delete the document from your Personal

Documents. You cannot delete the document from

University Documents.


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AITS Helpdesk Contact

Information

AITS Helpdesk for UIC = 312 996-4806

AITS Helpdesk for UIS = 217 333-3102

AITS Helpdesk for UIUC = 217 333-3102

[email protected]
mailto:[email protected]:[email protected]


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DS User Group

You can find copies of our presentations and future meetingtimes at: www.ds.uillinois.edu/user_groups.asp