VBOUG-CreatingReports-Finance.ppt

Agenda Customizing Your Workspace Personal Documents Managing Reports Report Layout Page Layout Working With Breaks Formatting QA Customizing Your Workspace Best Practices – menu toolbarsAccess via right-click in toolbar area or byVIEW TOOLBARS Best Practices – Query panelMake sure the 3 buttons on top-left are always pressed Best Practices – Slice Dice panelMake sure the 3 buttons on top-left are always pressed Changing default file save location Access via TOOLS OPTIONS FILE LOCATIONS BO User’s Guides, accessed via HELP Accessing Data and Data Analysis Reporting Techniques and Formatting Deciphering BO query error codes Accessed via HELP ERROR CODES EXPLAINED Managing Reports Insert a new blank report Right-click on Report tab, similar to Excel Copy an existing report Creates new report based on existing one Renaming and deleting a report 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. Setting Margins and Header/Footer Click VIEW PAGE LAYOUT to view Click and drag to adjust spacing for either margin or header/footer 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 Managing tables over multiple pages If you have trouble with page breaks cutting off data in cells, right-click in a cell and select FORMAT TABLE PAGE LAYOUT tab. In PAGE LAYOUT view, right-click a cell, select FORMAT TABLE PAGE LAYOUT tab and check Page Break Header/Footer. 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 Positioning Report Components Relative positioning Aligning blocks and cells Displaying delimiters Positioning