Introduction to Business Objects XI Desktop Reporting


This course utilizes an instructor-led lectures and discussion format coupled with progressive hands-on exercises designed to illustrate the following topics in the BusinessObjects XI environment; query selection and creation, use of data manipulation tools, sorting of report data, creation of data filters, drill down capability, report presentation and formatting and distribution techniques.


Individuals in the client community that will be accessing information in a corporate data warehouse and need to utilize BusinessObjects’ XI interactive reporting abilities to create, view, save and print customized reports.


Student should be familiar with basic Windows concepts and be able to function efficiently in Windows 2000/XP environment. Each student should have completed Introduction to Data Warehousing or understand the basic role of a Data Warehouse structures.


  • Understand the role of BusinessObjects for accessing corporate data.
  • Illustrate the critical path for developing and executing BusinessObjects queries.
  • Define the capabilities of filters for defining conditional selection properties via; conditional IF’s, relational operators, string searching and range testing.
  • Incorporating sort functions to manipulate report sequences.
  • Insertion of calculations and aggregate functions into queries to generate derived data columns.
  • Illustrate the role of the grouping and sorting operations in report formation, additionally recognize the impact on query performance.
  • Ability to customize and modify the report layout to add headers, footers and other customized information to the report template.
  • Use of the drill down function to provide in-depth analysis of report information.
  • Depict the capabilities of UDO (user defined objects).
  • Illustrate techniques for report distribution and sharing.
  • Use of the Slice & Dice panel to provide further delineation of corporate data.
Class Format

Lecture and Lab

Course duration:

2 days

Course outline:

Corporate Reporting
  • Client role
  • Data Warehouse
  • Data utilization by users
  • Warehouse data: real-time, reconciled, derived, changed and metadata
  • Using a data warehouse
  • BusinessObjects environment
  • Role of the BusinessObject universe
  • Integrating data warehouse to BusinessObject universe
  • Viewing available universes
Advanced Query Operations
  • User objects and restrictions
  • Formula options
  • Incorporating user objects
  • List of Values: defining, editing and utilizing
  • Assigning personal data
  • Complex conditionals
  • Conditional grouping with AND and OR operations
  • Viewing predefined conditions
  • Prompted conditionals
  • Building prompt phrases
  • Combined queries: Minus, Interset and Union
BusinessObject Overview
  • Universe usage
  • Selecting a universe
  • Building queries
  • Presenting query data
  • Information sharing
  • Central repository
  • New report wizard
  • Universe objects: dimensions, details and measures
  • Query panel components
  • Classes and Objects
  • Conditions
  • BusinessObjects Workspace
  • Menus and toolbars
Data Providers
  • Defining additional data providers
  • Using Stored Procedures
  • Connecting to Stored Procedures
  • Free-hand SQL scripts
  • Creating SQL connections
  • Saving and accessing SQL scripts
  • Personal data files
  • Accessing spreadsheet data
  • Access Access data
  • Combining data sources
Basic Query Operations
  • Conditional expressions
  • Query conditionals
  • Condition types
  • Predefined conditions
  • Conditional operators
  • Between
  • In List
  • Is Null
  • Pattern matching
  • Sort operations
  • Manage sorts
  • Report Summary
  • Formatting reports
  • Titles
  • Cell formatting
  • Charting
Report Workspace
  • Capabilities
  • BO Workspace
  • Toolbar options
  • Workspace organization
  • Page layout
  • Structure layout
  • Structure View
  • Report Manager views
  • Building blank reports
  • Report duplication
  • Refreshing reports
  • Refresh data options
  • Saving
  • Enterprise access
  • BusinessQuery files
  • HTML publication
Managing Tables and Data
  • Rotating tables
  • Reorganizing data
  • Moving columns
  • Copying columns
  • Source formatting
  • Adding/removing report data
  • Crosstabs
  • Inserting new tables
  • Free-standing cells
  • Master vs Detail reports
  • Section delimiters
  • Applying filters
  • Formula editor
  • Sort operations
  • Ranking
  • Report Alerts
  • Report breakpoints

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