Desktop Intelligence is an integrated query, reporting and analysis solution that allows business users to access the data in their corporate databases directly from their desktop and present and analyze this information in a Desktop Intelligence document.
This course is designed to give learners comprehensive skills and core knowledge to present and analyze information, distribute documents and reports and use the major reporting features of Desktop Intelligence. After completing this course learners will be able to present information in reports as tables, as well as sophisticated dynamic documents with drillable charts. Learners will also be able to distribute documents and reports to colleagues.
BusinessObjects 6.x and BusinessObjects XI R2
This course is designed to teach learners using the XI R2 version how to create Desktop Intelligence documents using Desktop Intelligence. Note that there is not an XI R1 version of Desktop Intelligence and that the previous version is BusinessObjects 6.x full client. New features covered in this course include:
- Export to repository is equivalent to the 6.x workflows "publish to corporate documents" and "send to personal documents." Publishing to public folders is the same as to corporate documents.
- Users are able to browse the folders structure or the categories structure.
- Data providers available include universe, personal data files, stored procedures, free hand SQL (in 2-tier mode only), XML data providers, and VBA data provider.
- Desktop Intelligence can be launched from InfoView.
Course Audience
The target audience for this course is business users who need to generate effective reports using BusinessObjects Desktop Intelligence.
The audience for this course may consist of BusinessObjects 6.5, BusinessObjects XI Release 1 and BusinessObjects XI Release 2 customers. The XI Release 2 icon and the BusinessObjects 6.5 icon have been placed throughout the guide to identify features that are specific to each version, or potential diffences.
Course Topics
Lesson 1 - Introducing Desktop Intelligence
- Understanding core concepts of Desktop Intelligence
- Understanding core functionality of Desktop Intelligence
Lesson 2 - Getting Started with Desktop Intelligence
- Logging on to Desktop Intelligence
- Modifying start up options
- Accessing help
- Opening documents
- Viewing reports
- Saving documents
Lesson 3 - Creating Desktop Intelligence Documents with Queries
- Getting new data with Desktop Intelligence
- Creating a query
- Modifying the query
- Understanding Report Manager
- Projecting data
Lesson 4 - Restricting Data Returned by a Query
- Applying query conditions
- Applying wildcards in conditions
- Using condition objects
- Understanding relational operators in conditions
- Using logical operators for multiple conditions
Lesson 5 - Designing Reports
- Displaying data in tables and charts
- Formatting Desktop Intelligence documents
- Selecting a presentation style at point of query
Lesson 6 - Enhancing Presentation of Reports
- Formatting Desktop Intelligence documents using the Slice and Dice Panel
- Applying functions
- Filtering data
- Applying calculations to data
- Applying breaks to data
- Ranking data
Lesson 7 - Creating Variables and Alerters
- Creating variables and formulas
- Creating alerters
- Creating running calculations
Lesson 8 - Synchronizing Data from Multiple Data Providers
- Concepts of combining data from multiple sources
- Building a document with blocks of data
Lesson 9 - Grouping Data using Sections
- Concepts of grouping data using sections
- Sectioning
- Outlining
Lesson 10 - Creating Templates and Styles
- Creating templates
- Applying styles
Lesson 11 - Analyzing in Drill Mode
- Analyzing the data cube
- Using the drill-down mode
- Taking a snapshot of the data
Lesson 12 - Sharing Data with Colleagues
- Sharing reports with BusinessObjects users
- Creating reports for non-BusinessObjects users
- Retrieving reports from the repository
- Exporting data
- Viewing a Desktop Intelligence document in InfoView
- Setting Desktop Intelligence viewing preference
Prerequisite Education
none
Prerequisite Knowledge/Experience
none
Additional Education
If you want to increase your skill level and knowledge of Desktop Intelligence, this course is recommended:
Delivery & Duration
This instructor-led offering is a two-day course.
Applicable Certification
This course is not part of a certification path.
