talis decisions reporting course powerpoint · introduction to talis decisions infoview - getting...
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Talis DecisionsInfoView and Web Intelligence
Katharine SpellmanBusiness [email protected]
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Introduction
• Start and end times• Lunch• Toilets• Mobile Phones• Fire• Documentation• Evaluation form
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AgendaWelcome Introduction to Talis Decisions InfoView - getting started
11:30 BreakWeb Intelligence – Edit Query
12:30 LunchWeb Intelligence – Edit Report
14:30 BreakWeb Intelligence – Edit Report cont’dInfoView – scheduling documentsEvaluation forms
16:00 Finish
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Aims
• To explain what Talis Decisions is and how it works to help analyse information
• To give you the ability to use the major features of Talis Decisions
• Won’t be going into a lot of detail about Universes
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Who are you
Who are you?Which library do you work for?Experience of Business Objects?What are your hopes for the course?
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What is Talis Decisions?
• A decision support and performance management tool
• Powered by Business Objects Enterprise XI R2 SP1
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The Product Suite
What is Talis
Decisions?
InfoView
Web Intelligence (Webi)Desktop Intelligence (Deski)
Designer (Universes)
Central Management Console (CMC)Central Configuration
Manager (CCM)
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InfoView
• Portal• Report viewing and scheduling tool• Organising objects - Categories / Folders• Discussions• Used to access Web Intelligence• Used to distribute documents• Used to schedule documents
• Browsers – IE and Firefox
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Web Intelligence• Accessed through InfoView• Used to create documents • Multiple queries/Multiple reports• Formatting is sophisticated
• Very like Desktop Intelligence now• Web based reporting tool – Enterprise• Uses Java
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Desktop Intelligence
• Client tool
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How Decisions works
Your client Workstation
You run the Query in a Browser
A report is displayed
DecisionsServer
The query is
SQL
t is generated
Alto Database
The SQL is executed to extract the
data
converted to
The repor
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How SQL Works
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1> select * from LOAN where LOAN_ID>2345672> goLOAN_ID ITEM_ID BORROWER_ID CURRENT_LOAN STATE LOAN_TYPE
DUE_DATE CREATE_DATE CREATE_LOCATIONCREATE_OPERATOR ACTION_ID
----------- ----------- ----------- ------------ ----- ---------1898075 28 96320 F 0 1
Jan 26 2006 7:30PM Nov 3 2005 8:26AM NSelf Issue CLIS
1898075 28 96320 F 2 1Jan 26 2006 7:30PM Nov 3 2005 8:27AM N
Self Issue CLIS 1898076 28 96320 F 0 1
Jan 26 2006 7:30PM Nov 3 2005 8:27AM NSelf Issue CLIS
1898076 28 96320 F 2 1Jan 26 2006 7:30PM Nov 3 2005 8:27AM N
Self Issue CLIS 1898077 28 96320 F 0 1
Jan 26 2006 7:30PM Nov 3 2005 8:27AM NSelf Issue CLIS
1898077 28 96320 F 2 1Jan 26 2006 7:30PM Nov 3 2005 8:27AM N
Self Issue CLIS 1898081 28 96320 F 0 1
Jan 26 2006 7:30PM Nov 3 2005 8:28AM NSelf Issue CLIS
1898081 28 96320 F 2 1Jan 26 2006 7:30PM Nov 3 2005 8:28AM N
Self Issue CLIS
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How Decisions Works - Semantic Layers
Users Familiar Business Terms Data
Universe
Class
Objects
• Objects are given familiar names• Objects are mapped to relevant data elements
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What are Universes made of?
• There are three types of object in a Universe:
Dimensions Details Measures
…can be combined with …
Supplier nameSupplier code
Author Total items
…to gain moreinformationon an entity.
…to analysesummaryinformation.
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Using the MIS server
• Currency of data versus performance
Your client Workstation
You run the Query in a Browser
A report is displayed
DecisionsServer
The query isconverted to
SQL
The report is generated
Alto Database
The SQL is executed to extract the
data
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Important concepts
• Objects– InfoView – all sorts of files– Universes – dimensions, details and measures
• Documents– Web Intelligence or Desktop Intelligence documents
• Reports– Formatted output from a query/queries
• Aggregation
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Aggravation?
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No – Aggregation!
Item types and loan types included in table, totals broken down to reflect this.
Loan types have been removed –totals aggregated as a result
Item types removed and Loan types re-instated
Note: Total of all issues and renews has remained the same throughout
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Practical work through of functionality• InfoView
– layout, folders and categories, viewing, refreshing and saving documents
• Edit Query– layout, creating a query, modifying a query, filters
• Edit Report – layout, creating tables, adding blocks of data, charts,
freestanding cells and images• Edit Report
– Breaks, sections, calculations, sorts, filters, ranking, alerters, formatting
• Edit Report – Formulas and variables, synchronising queries, drilling
• InfoView- user inboxes, email, FTP, File location, scheduling
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Getting Started with InfoView
• Logon• System names• User names• Passwords• Authentication• Rights
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Filters – how do they help?
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Filters
When can they be applied?
• Query filter• Report filter• At both stages
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Query filters
• Benefits – Retrieves just the data needed for the specific query– Minimises data returned so optimises performance of the
document
• However – query filters add performance overhead on the server
----------------------------------------------------------------------------------• Objects don’t have to appear in the results object pane in
order to be used in a filter
• Not all objects can be used as filters
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Restricting Data
• Object – Operator – Operand
Types of query filter:• Single-value and multi-value filters• Lists of values• Prompted filters• Complex filters
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Synchronising Queries
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Some Synchronising Rules
1. You can only link on dimension objects.2. The dimension objects do not have to have the same name.3. The dimension objects must have a common data format.4. Although actual values do not have to be the same, all data
held in the microcube is case sensitive and therefore any common values must be in the same case.
5. The format of the values must be the same.6. Any number of queries can be linked by common dimension
objects.7. Any number of dimension objects can be merged between
two queries.
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Drilling
• Drilling• Hierarchies• Snapshots
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Talis Decisions functionality (some of it!)• InfoView
– layout, folders and categories, viewing, refreshing and saving documents
• Edit Query– layout, creating a query, modifying a query, filters
• Edit Report – layout, creating tables, adding blocks of data, charts,
freestanding cells and images• Edit Report
– Breaks, sections, calculations, sorts, filters, ranking, alerters, formatting
• Edit Report – Formulas and variables, synchronising queries, drilling
• InfoView- user inboxes, email, FTP, File location, scheduling
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Questions?
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Have fun with Talis Decisions!
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Thank you for attendingTalis Decisions:InfoView and Web Intelligence
Trainer: Katharine SpellmanEmail: [email protected]
Please complete an evaluation formwww.talis.com/eval
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