Introduction to BusinessObjects XI R2 Desktop Intelligence Reporting


This course utilizes an instructor-led lectures and discussion format coupled with progressive hands-on exercises designed to illustrate the following topics in BusinessObjects XI; 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.

Each of these different reporting concepts is covered in-depth and numerous case studies and exercises are used to reinforce the concepts and apply them towards developing comprehensive reports.


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




Upon conclusion, each participant will have acquired these skills:

  • Understand the role of BusinessObjects XI for accessing corporate data
  • Illustrate the critical path for developing and executing BusinessObjects XI 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
  • Discuss the use of BusinessObjects pre-built functions
  • 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
  • Illustrate techniques for report distribution and sharing.
  • Use of the Slice & Dice panel to provide further delineation of corporate data.
  • Demonstrate the use of arrays and custom variables
  • Develop customized reports using Cross-tab reporting
  • Depict the use of alerts and rankings for reporting
  • Creating drill reports for data analysis
  • Illustrate the use of subreports, linked subreports and shared variables
Class Format

Lecture and Lab

Course duration:

3 days

Course outline:

I. BusinessObjects Environment
  • Documents
  • Reports
  • Blocks
  • Universes structure
  • Data Providers
  • Migration to XI R2
II. User Interface
  • Toolbars and Menus
  • Field and Report Explorers
  • Report Designer panel
  • The Status Bar
III. Working with Reports
  • Opening, Saving and Closing reports
  • Retrieving reports
  • Creating BO projects
  • Sharing reports
IV. Analyzing Data
  • Editing Blocks to Manipulate Data
  • Adding Blocks to an Existing Report
  • Master/Detail Reports
  • Adding New Reports to a Document
V. Creating and Editing Queries
  • Using the Report Designer Panel
  • Editing a Query
  • Building a Query
  • Running a Query
  • Saving Queries
VI. Conditional Processing
  • Simple Conditions
  • User Defined Single Value Conditions
  • Pre-Defined Conditions
VII. Using Functions
  • Filtering Data
  • Sorting Data
  • Ranking Data
  • Using Alerters
  • Inserting Simple Calculations
VIII. Presentation Styles
  • Tables, Crosstabs and Charts
  • Using/Applying Templates
  • Formatting Blocks
  • Formatting Pages
  • Formatting Breaks
  • Special Fields
  • Using Headers and Footers
  • Adding Logos and Pictures
  • Creating Templates
IX. Formatting a Report
  • Adding graphical elements
  • Combining text objects with database fields
  • Applying specialized formatting
  • Inserting fields with pre-built functions
X. Using Variables and Arrays
  • Using variables
  • Using arrays
XI. Building Parameterized Reports
  • Defining and creating parameters
  • Building a report with multiple parameters
  • Using edit masks and descriptions
  • Creating a date range parameter
  • Grouping using parameters
XII. Using Report Templates
  • Applying report templates
  • Building a template without a data source
  • Removing a template
XIII. Summarizing Data with Cross-Tabs
  • Building a basic cross-tab
  • Formatting a cross-tab
XIV. Using Report Sections
  • Using sections
  • Using group related functions to format sections
  • Using section underlay
  • Using multiple column reporting
XV. Building Specialized Reports
  • Using the Running Total Expert
  • Creating a form letter
  • Adding a hyperlink to a report
  • Using Dynamic Graphic Locations
  • Building a report with alerts
  • Building a top N report
XVI. Using Custom Functions
  • Creating custom functions
  • Using custom functions
  • Modifying custom functions
  • Creating Formulas
  • Using Formula Editor panel
XVII. Using Subreports
  • Defining subreports
  • Creating an unlinked subreport
  • Creating a linked subreport
  • Creating an on-demand subreport
  • Using shared variables in a subreport
  • Using subreports to link “unlinkable” data
XVIII. Using Drill Operations
  • Defining scope of analysis
  • Understanding role of universe hierarchies
  • Creating a drillable report
  • Drilling up and down data hierarchies

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