BI Lauch Pad

Notes from SAP HELP

1 Using the BI launch pad

1.1 About the BI Launch pad

The BI launch pad has the following main tabs: Home, Documents, and any open document.

Use the Applications tab of the BI launch pad to start an application including Web Intelligence.

Use the Preferences menu to set the preferences.1.2       To log in to the BI launch pad

Before you can perform interactive analysis from the BI launch pad, you need the following information:

  • a URL to the BI launch pad (for example http://arcachon:8080/BOE/BI).
  • your login and password
  • your authentication, which controls the resources available to you

Contact your administrator for these details if you do not already know them.

Note:

By default the server name and authentication method are not displayed on the BI launch pad logon page. You need to supply this information only if your administrator has made these options visible.

1.3 To log out of the BI launch pad

You need to log out when you have finished working in the BI launch pad instead of simply closing your web browser.

Logging out ensures that any preferences you modified during your session are saved. It also lets your administrator track how many users are logged into the system at any given time. Your administrator can use this information to optimize system performance.

  • Click Log Off.

1.4       About setting Web Intelligence preferences

Use the Preferences tab of the BI Launchpad to do the following:

  • View the General preferences (These are usually administrator defined).
  • Change your password.
  • Set the Locales and Time Zone preferences.
  • Set the Web Intelligence preferences, select an interface for the read mode and modify mode.

1.4.1    Choosing the viewing and application modes

You build queries, documents and reports and analyze the data in reports using three application modes:

Data, Reading and Design.

Mode

 

Description
Data

 

In Data mode you create, edit and manage queries that supply data to reports. You can, for example, create a new data provider, rename a data provider, or change the source from which a data provider draws its data.

All the data providers used by the current document appear in a list in Data mode, and all toolboxes not related to working with data providers are disabled.

Data view is not available in the Web interface.

 

Reading

 

Reading mode allows you to view existing reports, search for text in reports, track changes in report data or drill down on report data.

The main application toolbar and the Left Panel are available in Reading mode. Toolboxes are not available.

 

Design Design mode allows you to perform a wide range of analysis tasks. You can, for example, add and delete report elements such as tables or charts, apply conditional formatting rules, and enhance reports with formulas and variables.

You can work with the report structure only in

Design mode, or with the report populated with data. Working with the report structure only allows you to make modifications without accessing the server. When you work with reports populated with data, each change you make is applied on the server. If you are making numerous modifications, you are recommended to work with the report structure only, and to populate the report with data when you have finished your modifications.

 

  • Click Preferences in the BI launch pad to open the “Preferences” dialog box.
  • Click Preferences in the left pane of the “Preferences” dialog box to display the list of preferences, then select Web Intelligence from the list.
  • Select the viewing interface from the Read
  • Select the design interface from the Modify
  • This allows you to access the Data and Design editing modes with your chosen interface. The Data editing mode is not available in Web interface)
  • Click Save and Close.
  • To make the changes permanent, log out of the BI launch pad and Log on again.

1.4.2    To switch between application modes

  1. To work in Data mode, click Data.
  2. To work in Reading mode, click Reading.
  3. To work in Design mode with the report structure only, click Design > Structure Only.
  4. To work in Design mode with report data, click Design > With Data.

Depending on the mode you choose, the toolboxes and toolbars relevant to the mode are made available and other toolboxes and toolbars are either invisible or disabled.

1.5 Setting the interface and document locales

Locales determine the appearance of the application interface (for example, menu items and button text) and data (for example, date and number formatting).

There are three locales:

Locale Description
Product Locale The locale of the Web Intelligence interface
Document Locale The locale of the data currently contained in the

document

Preferred Viewing Locale The preferred locale for displaying document data

 

1.5.1    The Product locale

The product locale is used to display the user interface (for example, menu items and button text). Note:

The GetLocale function returns the Product Locale.

1.5.1.1   To set the Product locale in the BI launch pad

  1. Click Preferences on the BI launch pad toolbar.
  2. Click Locales and Time Zone to display the available options.
  3. Select the product locale from the Product Locale list.
  4. Click Save and Close.

 

1.5.2    The Document locale

The Document locale formats the data in documents. For example, the Document locale determines the display of dates and numbers.

By default, the browser locale is used. A user can permanently associate the current Document locale with a document by saving the document with the Permanent Regional Formatting option selected.

Once a document has been saved with the option selected, the settings are ignored and the document data is always formatted using the saved Document Locale. This applies to all users, not just the user who selected the Permanent Regional Formatting option.

Note:

The GetContentLocale function returns the Document locale.

 

1.5.3    To set the Document locale in the BI launch pad

  1. Click Preferences on the BI launch pad toolbar to display the Preferences panel.
  2. Click Web Intelligence.
  3. In the section “When viewing a document”, select Use the document locale to format the data or select Use my preferred viewing locale to format the data.
  4. Click Save and close.

1.5.4    The Preferred Viewing locale

The Preferred Viewing locale is a user’s preferred locale for displaying document data. The Document locale becomes the user’s Preferred Viewing locale when the BI launch pad settings give the Preferred Viewing locale priority.

When a user creates a document, the user’s Preferred Viewing locale is always assigned as the initial

Document locale, whether or not the locale settings give the Preferred Viewing locale priority.

Note:

The GetPreferredViewingLocale function returns the Preferred Viewing local

1.5.4.1   To set the Preferred Viewing locale in the BI launch pad

  1. Click Preferences on the BI launch pad toolbar to display the “Preferences” dialog box.
  2. Click General to display the general options.
  3. Select the preferred viewing locale from the Preferred Viewing Locale list.
  4. Click Web Intelligence to display the Web Intelligence options.
  5. If you want data to be formatted using the preferred viewing locale, click Use my Preferred Viewing Locale to format the data beneath When viewing a document.
  6. Click Save and Close.

The GetLocalized function also uses the Preferred Viewing locale to display translated strings.

1.5.5    To associate a locale with a document permanently

  1. In Design mode, click Document on the Properties tab in the left panel to display the “Document

Summary” dialog box.

  1. Select Permanent regional formatting.
  2. Click OK.
  3. Save the document.

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