Web_Intelligence_Activity_Workbook_Sample
- 1. Natixis Advisors L.P. - SAP BusinessObjects Web Intelligence XIV4 Report Design Advanced Page 1 Natixis Advisors L.P. – Confidential – For Internal Use Only Natixis Advisors L.P. Web Intelligence XIV4 Report Design Advanced Activity Workbook Sales and Assets Universe Advanced Query Techniques Lesson 2 Exercise 1 – Combined Queries Use Combine Query functionality to retrieve a varied list of Product Group Names • Create a Query from the Sales & Assets Universe with the following parameters: Objects: 1. Class – Product/SleeveProduct Object – Fund Family 2. Class – Product/SleeveProduct Object – Product Group Name 3. Class – MetricsSales MetricsDate Relative MetricsGross Sales – Time Relative Object – Gross YTD 4. Class – MetricsSales MetricsDate Relative MetricsGross Sales – Time Relative Object – Gross Prior Year Query Filters: 1. Class – Product/SleeveProduct Filter – Fund Family of Natixis • Run the query. • Place a count calculation on the Product Group Name Column. • Note the number of rows returned (in this case 171).
- 2. Natixis Advisors L.P. - SAP BusinessObjects Web Intelligence XIV4 Report Design Advanced Page 4 Natixis Advisors L.P. – Confidential – For Internal Use Only Calculation Context Lesson 3 Exercise 1 – Extended Output Context syntax Create document variables that manipulate data calculation and aggregation • Create a Query from the Sales & Assets Universe with the following parameters: Objects: 1. Class – Product/SleeveProduct Object – Product Group Name 2. Class – MetricsSales MetricsDate Parameter Metrics Object – Gross Sales Query Filters: 1. Class – System of Record/Source Transaction Type Filter Object – Sales Detail Only – MARS 2. Class – MetricsSales MetricsDate Parameter Metrics Filter – Gross Sales Not Equal 0 (zero) • Run the query. • Save the document to your Natixis BOBJ Training folder as “Output Context - Average”. • Apply a Sum, a Count and an Average calculation on the Gross Sales column. • Create a one-time formula that manually calculates the average for the block using the numbers displayed in the block footers. • Use relative positioning to place the cell 0 (zero) inched from the left side of the block and .3 inched from the bottom of the block. • Formula for this data set would be =63752464507/162
- 3. Natixis Advisors L.P. - SAP BusinessObjects Web Intelligence XIV4 Report Design Advanced Page 5 Natixis Advisors L.P. – Confidential – For Internal Use Only • Create a variable that calculates and displays the Average for the table that can be placed at the row level, use the ForAll keyword: Variable Name 1) Ave Gross Sales for Prod. Group Name Syntax • Project the Ave Gross Sales for Prod. Group Name variable to become the last column in the table. • Return to the query panel, add the following object: Objects: 1. Class – Product/SleeveProduct Object – Product Asset Sub Class • Run the query. • Project Product Asset Sub Class to be the first column in the block. (Note: the average doesn’t calculate properly for the entire table)
- 4. Natixis Advisors L.P. - SAP BusinessObjects Web Intelligence XIV4 Report Design Advanced Page 6 Natixis Advisors L.P. – Confidential – For Internal Use Only • Create another variable that calculates the average for the new table that can be placed at the row level, use the ForAll keyword: Variable Name 2) Ave Gross Sales for Prod. Group Name, Asset Sub Class Syntax • Project this variable to become the last column in the table • Create a third variable that calculates the average for the table that can be placed at the row level regardless what objects are in the block, use the In and Block keywords: Variable Name 3) Average Gross Sales In Block Syntax • Project this variable to become the last column in the table • Remove Product Asset Sub Class from the block. • Close the document.
- 5. Natixis Advisors L.P. - SAP BusinessObjects Web Intelligence XIV4 Report Design Advanced Page 7 Natixis Advisors L.P. – Confidential – For Internal Use Only Character and Date String Functions Lesson 4 Exercise 1 – Functions in Variables Create document variables that manipulate string and date values from universe objects • Modify the Output Context - Average Query from the Natixis BOBJ Training folder: • Add/remove the following result objects and query filters: Add Objects: 1. Class – DateConfirm Date Object – Confirm Full date 2. Class – DatesTrade Date Object – Trade Full Date Remove Objects: 1. Class – Product/SleeveProduct Object – Product Asset Sub Class Add Query Filters: 1. Class – DateConfirm Date Filter – Confirm Year Number of 2012 2. Class – Product/SleeveProduct Filter – Only Product Group Names that begin with NATIXIS (Hint: use Matches Pattern) • Run the query • Add a report to the document • Project all objects in the order as shown below: • Add a blank cell above the block; insert the text – “Natixis Group”.