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Reporting Techniques & Formatting Beginning & Advanced

Reporting Techniques & Formatting Beginning & Advanced. Agenda. Customizing Your Workspace Personal Documents Managing Reports Report Layout Page Layout Working With Breaks Formatting Q&A. Customizing Your Workspace. Customizing Your Workspace.

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Reporting Techniques & Formatting Beginning & Advanced

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  1. Reporting Techniques & Formatting Beginning & Advanced Vanderbilt Business Objects Users Group

  2. Agenda • Customizing Your Workspace • Personal Documents • Managing Reports • Report Layout • Page Layout • Working With Breaks • Formatting • Q&A Vanderbilt Business Objects Users Group

  3. Customizing Your Workspace Vanderbilt Business Objects Users Group

  4. Customizing Your Workspace • Best Practices – menu & toolbarsAccess via right-click in toolbar area or byVIEW > TOOLBARS Vanderbilt Business Objects Users Group

  5. Customizing Your Workspace • Best Practices – Query panelMake sure the 3 buttons on top-left are always pressed Vanderbilt Business Objects Users Group

  6. Customizing Your Workspace • Best Practices – Slice & Dice panelMake sure the 3 buttons on top-left are always pressed Vanderbilt Business Objects Users Group

  7. Customizing Your Workspace • Changing default file save location Access via TOOLS > OPTIONS > FILE LOCATIONS Vanderbilt Business Objects Users Group

  8. Customizing Your Workspace • BO User’s Guides, accessed via HELP • Accessing Data and Data Analysis • Reporting Techniques and Formatting Vanderbilt Business Objects Users Group

  9. Customizing Your Workspace • Deciphering BO query error codesAccessed via HELP > ERROR CODES EXPLAINED Vanderbilt Business Objects Users Group

  10. Managing Reports Vanderbilt Business Objects Users Group

  11. Managing Reports • Insert a new blank reportRight-click on Report tab, similar to Excel Vanderbilt Business Objects Users Group

  12. Managing Reports • Copy an existing reportCreates new report based on existing one Vanderbilt Business Objects Users Group

  13. Managing Reports • Renaming and deleting a report Vanderbilt Business Objects Users Group

  14. Report Layout Vanderbilt Business Objects Users Group

  15. Report Layout • When your report contains several pages, there are a number of options in Business Objects to manage the page layout so that your report reads fluently and coherently and you obtain good printed copy. Vanderbilt Business Objects Users Group

  16. Report Layout • Setting Margins and Header/Footer • Click VIEW > PAGE LAYOUT to view • Click and drag to adjust spacing for either margin or header/footer Vanderbilt Business Objects Users Group

  17. Report Layout • Adding Page#, Date and Time • Access VIEW > PAGE LAYOUT • Only way to view Page# commands • Use INSERT > SPECIAL FIELD menu • Choose DATE and TIME or PAGE #s Vanderbilt Business Objects Users Group

  18. Report Layout • Managing tables over multiple pages Vanderbilt Business Objects Users Group

  19. Report Layout • If you have trouble with page breaks cutting off data in cells, right-click in a cell and select FORMAT TABLE > PAGE LAYOUT tab. Vanderbilt Business Objects Users Group

  20. Report Layout Running Headers & Footers Vanderbilt Business Objects Users Group

  21. Report Layout • In PAGE LAYOUT view, right-click a cell, select FORMAT TABLE > PAGE LAYOUT tab and check Page Break Header/Footer. Vanderbilt Business Objects Users Group

  22. Report Layout Running Headers & Footers Vanderbilt Business Objects Users Group

  23. Page Layout Vanderbilt Business Objects Users Group

  24. Page Layout • How to lay out the different report components on a page to obtain a clear, professional look to your reports. • Positioning report components • Using Report Manager to structure report layout • Hiding and displaying report components Vanderbilt Business Objects Users Group

  25. Page Layout • Positioning Report Components • Relative positioning • Aligning blocks and cells • Displaying delimiters • Positioning components using the grid Vanderbilt Business Objects Users Group

  26. Page Layout • Using Report Manager to structure report layout • Organizing the report in Report Mgr • Formatting components in Report Mgr • Naming components in Report Mgr Vanderbilt Business Objects Users Group

  27. Page Layout • Hiding and displaying Report Components • Manually hide or display • Set up condition which determines whether hidden or displayed Vanderbilt Business Objects Users Group

  28. Breaking Up Data Vanderbilt Business Objects Users Group

  29. Breaking Up Data • How to break up the data in tables and crosstabs and how to make and display simple calculations in tables and crosstabs Vanderbilt Business Objects Users Group

  30. Breaking Up Data • Working with breaks • What is it? • Insert and remove breaks • Formatting breaks Vanderbilt Business Objects Users Group

  31. Breaking Up Data • Formatting Breaks • Showing headers & footers • Folding breaks • Merging Cells • Value-based breaks • Organizing multiple breaks • Managing breaks over multiple pages Vanderbilt Business Objects Users Group

  32. Formatting Sections, Tables, and Cells Vanderbilt Business Objects Users Group

  33. Formatting S,T, & C • How to format sections in a report and how to format the cells, rows and columns that make up tables and crosstabs. Vanderbilt Business Objects Users Group

  34. Formatting S,T, & C • Demonstration • Formatting Sections • Formatting Tables • Formatting Cells Vanderbilt Business Objects Users Group

  35. Formatting S,T, & C • Using hyperlinks in BO reports Vanderbilt Business Objects Users Group

  36. Q & A Thank you for your time! Vanderbilt Business Objects Users Group

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