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Contents
Chapter 1 Using the Report Conversion Tool 5 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Using the Report Conversion Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Logging on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Selecting and converting reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Exploring the repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Auditing the conversion session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Publishing converted reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Chapter 2 Desktop Intelligence feature conversion 21
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Report features and conversion status . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Customizing the feature conversion status . . . . . . . . . . . . . . . . . . . . . . . . 25 Features and their conversion status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 More on feature conversions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Chapter 3 Calculations in Desktop Intelligence and Web Intelligence XI R2 43
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Detail objects and non-aggregative measures . . . . . . . . . . . . . . . . . . . . . . 46 Extended dimension values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Formula language differences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Filtering differences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Placing of dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Appendix A Audit table structure and data 59
Contents
Appendix B
63
Documentation and information services . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Customer support, consulting and training . . . . . . . . . . . . . . . . . . . . . . . . . 65 Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Index 69
chapter
Overview
This guide explains how to use the Report Conversion Tool to convert Desktop Intelligence reports to Web Intelligence format on the BusinessObjects Enterprise XI R2 platform. The guide also describes the issues involved in report conversion. You use the Report Conversion Tool to convert the following types of report to Web Intelligence XI R2 (WID) format:
Legacy BusinessObjects (REP) reports migrated to Desktop Intelligence (REP) format with the Import Wizard Desktop Intelligence reports created directly in Desktop Intelligence
Note: Desktop Intelligence is the new name of the BusinessObjects product. It was first shipped under this new name in BusinessObjects Enterprise XI R2.
Report statuses
The tool assigns one of three statuses to each report: Fully Converted, Partly Converted, or Not Converted. The table below explains each status:
Description The structure and format of the converted Web Intelligence report are identical to the structure and format of the original Desktop Intelligence report. Note: Although the source report and converted reports are structurally identical, the converted report might still return different values in certain circumstances. This is because the Web Intelligence calculation engine does not always interpret this structure in the same way as the Desktop Intelligence calculation engine. For more information, see Chapter 3: Calculations in Desktop Intelligence and Web Intelligence XI R2
Partly converted Some report features were converted to Web Intelligence, but not all. The unconverted features did not prevent the report as a whole from being converted. For more information, see Chapter 2: Desktop Intelligence feature conversion. Partly converted reports can also return different values due to calculation engine changes. Not converted The Desktop Intelligence report was not converted because it contains critical features that have no Web Intelligence equivalent.
To help you understand which reports were not fully converted and why, the Report Conversion Tool can write audit data to a database of your choosing. You can examine this data directly in the database to understand the details of the conversion, or use the audit universe to generate reports on the data. Note: Designer must be installed to allow you to create the database connection that the Report Conversion Tool uses to write audit data. For more information on report features and conversion statuses, see Report features and conversion status on page 23.
Installation
The Report Conversion Tool runs on Microsoft Windows platforms. It is installed by default when you run a Client or Server installation of BusinessObjects XI Release 2. When you run a Custom installation, you must select Report Conversion Tool to install it. You must also install Designer if either of the following apply:
You want to write audit data about the conversion session to a database log. In this case you use Designer to define the connection to the audit database. For more information on auditing, see Auditing the conversion session on page 15.
You want to convert free-hand SQL reports. In this case the Report Conversion Tool needs to access Designer to create free-hand SQL universes. For more information on free-hand SQL conversion, see Free-hand SQL on page 34.
User settings
By default, users in the Administrators group or the Report Conversion Tool Users group have the rights to use the Report Conversion Tool. You can edit the user rights through the Central Management Console in the Business Objects Enterprise Applications > Report Conversion Tool section. For more information on the CMC and user rights, see the BusinessObjects Enterprise XI R2 Release 2 Administrators Guide.
Using the Report Conversion Tool Using the Report Conversion Tool
View conversion results You view the converted reports to evaluate the and publish reports extent to which they have been converted, and publish the converted reports. For more information, see Publishing converted reports on page 18. For detailed information on which Desktop Intelligence features convert to Web Intelligence, and how the Report Conversion Tool performs the conversion, see Desktop Intelligence feature conversion on page 21.
Logging on
1. 2. 3. To log on to the Report Conversion Tool Click Start > Programs > BusinessObjects XI Release 2 > BusinessObjects Enterprise > Report Conversion Tool. Click Available languages and select the interface language from the list if you want to change the interface language. Enter the system, user ID, password and authentication mode (Enterprise, LDAP or Windows AD) and click OK.
Temporary documents
During conversion, the Report Conversion Tool uses the Public Folders > Report Conversion Tool Documents > Report Conversion Tool Temporary Documents folder for temporary document storage. It creates subfolders with the name <login>_<system_name> to store these documents. For example, if you log on to a system called test using the Report Conversion Tool, and you use the login testuser, the folder name is testuser_test. Check the temporary documents folder periodically and delete any temporary documents that the Report Conversion Tool has not removed.
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your personal folders other user folders to which you have access rights favorites folders
The folder types are displayed with the following icons: Folder type Public Inbox Favorites Icon
The report statuses are displayed with the following icons: Icon Description Report has never been converted. Report has been fully converted. Report has been partly converted. Report could not be converted. (For more information on the report statuses, see Report statuses on page 7.) 1. 2. To explore the repository Click Folders to view the repository by folder or click Categories to view the repository by categories. To view the properties of a folder or category, right-click it, then select Properties from the menu.
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3. 4.
To refresh the contents of a folder or category, right-click it, then select Refresh from the menu. To view unconverted reports only, select Show unconverted reports only.
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1. 2. 3. 4.
To select reports by folder Click Folders to view the repository by folder. Select the folder that contains the reports you want to convert and rightclick. Select Add all reports in this folder to all add all the documents in the folder to the list of reports for conversion. Select Add all reports in this folder and subfolders to add all the documents in the folder and its subfolders to the list of reports for conversion. To select reports by category Click Categories to view the repository by category. Select the category that contains the reports you want to convert and right-click. Select Add all reports in this category to all add all the documents in the folder to the list of reports for conversion. Select Add all reports in this category and subcategories to add all the documents in the category and its subcategories to the list of reports for conversion.
1. 2. 3. 4.
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2.
Type the name of the file you want to create in the Save dialog box, then click OK. To open a saved list Click Open List, then select the file you want to open from the list. The list of documents to convert is populated with the documents in the file.
1.
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1. 2. 3. 4.
Create the audit connection Assign the connection to the Report Conversion Tool To create the audit connection Start Designer. Select Tools > Connections. Click Add. Follow the steps in the New Connection Wizard to create the connection. See the Designers Guide if you need more information. To assign the audit connection to the Report Conversion Tool Log on to the Central Management Console. Select BusinessObjects Enterprise Applications > Report Conversion Tool. Select the connection in the list of connections and click Update.
1. 2. 3.
Note: You can also assign an audit connection from within the Report Conversion Tool. For more information, see To create the audit log on page 16.
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1. 2.
To create the audit log Select Audit the conversion. Select the audit connection. By default, the connection assigned in the Central Management Console is selected. (For more information on assigning a connection in the CMC, see To assign the audit connection to the Report Conversion Tool on page 15.)
3.
Select Delete existing audit table rows... if you want to clear existing data in the audit table before auditing the current conversion. Note: Only the rows previously written to the audit table by the current user are deleted. Rows written by other users remain in the table.
4. 5.
Select Append... if you want to add the current conversion data to the existing audit data. Type a comment under Include this comment in each row written to the audit table if you want to add a comment to each row written to the audit table. Click Next to write the audit data to the audit table.
6.
Sybase SQL Server See To create the audit table in a Sybase database on page 16. MS SQL Server DB2 Access Compatible Compatible Compatible
Compatible Compatible See To modify the audit universe for an Access database on page 17.
1.
To create the audit table in a Sybase database To allow the RCT to create the audit table in a Sybase database, run the following script:
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This script tells Sybase to allow DDL statements within a transaction by setting the DDL In Tran property to true. (The default value is false.) The Report Conversion Tool issues the CREATE TABLE command from within a transaction. This action fails unless Sybase is set to allow DDL within a transaction. 1. To modify the audit universe for an Access database In the join expression for the G_MIG_C_USER column, change the UPPER function to UCASE as follows:
UCASE(OBJ_G_MIGRATION.G_MIG_C_USER) = UCASE(@variable(BOUSER))
2.
Note: Because you cannot use the COUNT and DISTINCT keywords in the same statement in Access, this workaround removes the DISTINCT keyword. You also need to modify the audit report so that the [Number of Documents] measure eliminates duplicate values.
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Define the connection settings that allow you to view the converted reports in InfoView. Open original or converted reports Rename converted reports Change the categories of converted reports Change the folder in which a converted report is published. Note: By default, the Report Conversion Tool publishes converted reports in the same folder as the source report.
1. 2.
To define the InfoView connection settings. Right-click any row in the list of converted reports and select Set InfoView connection properties. Set the connection protocol, host, port and web application in the Set InfoView Properties dialog box. To open an original or converted report in InfoView Right-click the row showing the report and select Open original report or Open converted report on the menu. To rename a converted report Right-click the Target name column on the row showing the report and click Rename converted report. Type the new name. To change the categories of converted reports Right-click the Target categories column on the row showing the report and click Change categories. Click Publish in the following categories, then select the categories. To return to the categories assigned to the original Desktop Intelligence report, follow step 1, then click Publish in the same categories as the original report.
1.
1. 2. 1. 2. 3.
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1. 2. 3. 4.
To change the folder in which a converted report is published Right-click the Target folder column on the row showing the report and click Change folder. Click Publish in the following folder, then navigate to the folder. Click OK. To revert to the same folder as the original report, follow step 1, then select Publish in the same folder as the original report.
Note: If you publish a converted report to a different folder than the original folder, the converted report inherits the security settings of the new folder. Ensure that these settings are consistent with the converted report. For example, users who will need to access the converted report must have access rights to the folder. 1. 2. To publish the converted reports Click the checkbox in the left column next to the reports you want to publish, or click the checkbox in the column header to select all reports. Click Next. The Publish Status screen tracks the progress as the Report Conversion Tool publishes the reports. 3. Click Close when publishing has finished. The Conversion Complete screen appears, giving a summary of the conversion session. 4. Click Return to Start to start another conversion session, or click Exit to exit the Report Conversion Tool.
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chapter
Overview
This chapter provides detailed information on Desktop Intelligence features and how or whether they are converted into Web Intelligence. Use the information in this chapter in conjunction with the audit log generated by the conversion to understand how the Report Conversion Tool converted your reports. For details on the audit log file structure, see Appendix A: Audit table structure and data.
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23
information see Grouped variables on page 37.) The re-implemented feature behaves identically in Web Intelligence and does not affect the Fully Converted status.
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25
The table in Features and their conversion status on page 28 matches the feature references in the file (Filter/FilterFormula, for example) to features. Use the table to determine which entries to edit in the initialization file to customize the conversion process to your needs.
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To change the status generated by a feature, move it to the appropriate section. For example, if you do not want a filter on a measure in a block to generate a Partly Converted status, move the corresponding element to the FULLYCONVERTED section as follows:
<LOGMANAGER> <ERRORLOGS TARGET=FULLYCONVERTED> <ERROR TYPE=Filter/BlockMeasureFilter/> </ERRORLOGS> ... </LOGMANAGER>
Note: If an error is included in both sections, it generates a Fully Converted status. If an error is not included in either section, it generates a Partly Converted status.
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The conversion status if the feature always generates the same status and this behavior cannot be customized The initialization file setting that determines whether the feature is flagged as Fully Converted or Partly Converted if this status can be customized For more information on the initialization file, see Customizing the feature conversion status on page 25.
Desktop Intelligence feature Data providers OLAP data provider Personal data provider Stored procedure data provider XML data provider Universe data provider, where the universe is not found Free-hand SQL
Result in Web Intelligence report Report not converted. Report not converted. Report not converted. Report not converted. Report not converted.
Conversion status or initialization file setting Not converted Not converted Not converted Not converted Not converted
The SQL is moved to a derived table in a generated universe. See Free-hand SQL on page 34. Report not converted.
Fully converted
FIlter with a Select Query Report not converted. Results operand (query on a query) Automatic refresh setting Setting is lost.
Partly converted
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Scope of analysis with filter Scope of analysis objects Partly converted on a measure become result objects (see Scope of analysis and measure filters on page 36). User objects User objects are lost. Partly converted Partly converted An object whose definition The report cannot be refreshed. (See The includes the Designer @Script function @Script function on page 36.) Sort in a query Delete Trailing Blanks option set Do Not Retrieve Data option set Document Properties Enhanced Viewing setting The Enhanced Viewing does not exist in Desktop setting is enabled. Intelligence Filters Complex global or block filter The filter is lost in some Filter/ComplexGlobalFilter cases (see Complex or global and block filters on Filter/ComplexBlockFilter page 39). A variable is created and the filter applied to the variable (see Filter on a formula on page 38). Fully Converted Fully converted The sort is lost. Option is lost. Option is lost.
Filter on a formula
Filter in a block applied on Filter is lost. a measure Sections Hide Section Header formula Hide Section Footer formula Special report contents OLE object The object is lost.
Filter/BlockMeasureFilter
The formula is lost and the SectionFormat/HideHeader header is always visible. The formula is lost and the SectionFormat/HideFooter footer is always visible. SpecialContent/OLE
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Desktop Intelligence feature Picture VBA macro Blocks Hide Block formula Across Edge Display settings in crosstabs Page break header after page break setting Page break footer after page break setting Hide object (in the Block Pivot settings) Breaks Break on multiple dimensions Note: This refers to a break defined on more than one dimension, not a block that has multiple breaks on single dimensions. Break on an object not in the block Folded break Value-based break Pages Page setup options
Result in Web Intelligence report The picture is lost. The macro is lost.
The formula is lost and the Partly converted block is always visible. The settings are lost. Setting is lost. Setting is lost. Object is lost from the block. The break is removed. Partly converted Partly converted Partly converted Partly converted
Breaks/ BreakOnMultipleDimension
The break is removed The break is unfolded The break is removed Original page setup options are lost and default Web Intelligence page options applied.
Functions
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Desktop Intelligence feature ApplicationValue BlockNumber CurrentPage DataProviderType GetProfileNumber GetProfileString Hyperlink Multicube OLAPQueryDescription PageInSection Product CountAll
Result in Web Intelligence report Appears as RepFormula (original_syntax) For more information, see Unsupported functions on page 37.
Converted to Web Intelligence syntax. For more information, see CountAll function on page 37.
Partly converted
Dates All date formats Changed to an equivalent Fully converted Web Intelligence format according to the mappings given in Date format mapping on page 35. Implemented with the Fully converted RelativeDate function. For more information, see Relative dates on page 41. The fill character is lost. The hide cell formula is lost and the cell is always visible. Fully converted FormatCell/Appearance
Relative dates
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Result in Web Intelligence report Converted according to the mappings given in Border styles on page 39.
Variables All variables Variable that references another variable that cannot be converted Grouped variables. The variable description is Fully converted lost. Report not converted Not converted
The grouped variable is Fully converted implemented with an If function. For more information, see Grouped variables on page 37. Partly converted
Sorts A block sorted on an object The sort is lost. not included in the block Charts Multiple groups 3D Pie Charts The first group only appears. There is no plot area in Web Intelligence 3D Pie charts Graph/MultiGroupChart Graph/Pie3DChart
There is no plot area in Graph/3DChart Web Intelligence 3D charts The original relationship between a series and its color is lost. For more information, see Series color on page 41. These settings are lost in Web Intelligence. The plot area does not exist in Web Intelligence pie charts and 3D charts. All walls have the same color in Web Intelligence. Fully converted
Wall color
Fully converted
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Desktop Intelligence feature Save options Write password or protection password set Fonts Font mapping
Fonts are mapped between Desktop Intelligence and Web Intelligence according to customizable rules. For more information, see Font mapping on page 40.
Fully converted
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Free-hand SQL
Web Intelligence XI R2 does not support free-hand SQL. The Report Conversion Tool converts free-hand SQL documents by creating universes with derived tables that contain the free-hand SQL. Each free-hand SQL query has a derived table. The report objects that were based on the freehand SQL in the source report are based on the derived table in the Web Intelligence XI R2 report. The Report Conversion Tool creates free-hand SQL universes in the Report Conversion Tool Universes subfolder of the root universe folder in the CMS. Note: A derived table is a universe table that is based on an SQL query rather than a physical table in the database. It is the universe equivalent of a view in a relational database. For more information on derived tables, see the Designer Guide. The Report Conversion Tool creates Free-Hand SQL universes and connections as follows:
Universes are called FHSQLXXX. There is one universe for each free-hand SQL data source. Free-hand SQL universe connections are called
FHSQLXXX_<original_freehand_SQL_connection_name>
Note: If more than one free-hand SQL connection points to the same data source, the Report Conversion Tool uses the first connection name that it encounters to name the universe connection.
Different free-hand SQL queries against the same data source are stored in the universe based on that data source as derived tables called ClassX. Objects based on a derived table are stored in a class with the same name as the derived table.
Example: Converting multiple free-hand SQL documents In this example you have five documents based on free-hand SQL queries. The first two (sales_rpt1 and sales_rpt2) are based on a database called sales and the free-hand SQL connection is called sales.
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The second two (emp_rpt1 and emp_rpt2) are based on a database called employees and the free-hand SQL connection is called emp. The fifth (emp_rpt3) is also based on the employees database, but the freehand SQL connection is called employee. After conversion, the documents, universes, connections and derived tables are as follows: WID document sales_rpt1 sales_rpt2 emp_rpt1 emp_rpt2 emp_rpt3 Universe FHSQL001 FHSQL001 FHSQL002 FHSQL002 FHSQL002 Connection Derived table/ Query object class FHSQL001_sales Class1 FHSQL001_sales Class2 FHSQL002_emp FHSQL002_emp FHSQL002_emp Class1 Class2 Class 3
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Desktop Intelligence format HH H hh, hH h mm, MM, mM, Mm M, m MMMM, MMmm, MMmM, MMMm
mmmm, mMmm, mMMm, mMMM, mMmM, mmMm, mmmm mmMM, mmmM Mmmm, MmMm, MmMM, MmmM MMM, MMm mmm, mMm, mMM, mmM Mmm, MmM ss, SS, Ss, sS s, S yyyy, yYYY, yYYy, yYyY, yYyy, yyYY, yyYy, yyyY, Yyyy, YYYY, YYYy, YYyY, YYyy, YyYY, YyYy, YyyY yy, YY, Yy, yY Mmmm MMM mmm Mmm ss s yyyy yy
Queries
Scope of analysis and measure filters
If a Desktop Intelligence query contains a condition on a measure and a scope of analysis, then the converted Web Intelligence query groups (in the Result Objects section) all objects from the Desktop Intelligence results (objects and scope of analysis). This maintains the same query results.
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Intelligence. Example: The BlockNumber function A Desktop Intelligence report contains the BlockNumber function, which is not supported by Web Intelligence XI R2. This formula is changed to =RepFormula("=BlockNumber()") in the Web Intelligence report, and Web Intelligence displays the #REPFORMULA message in the cell containing this formula. This mechanism is recursive (if VariableA is built using VariableB, and if VariableB is converted using the RepFormula() function, then VariableA will be converted using the Repformula() function).
CountAll function
The Desktop Intelligence function CountAll is converted to Web Intelligence using the following syntax: Desktop Intelligence syntax CountAll(<Object>) Web Intelligence syntax Count ([Object];INCLUDEEMPTY;ALL)
Variables
Grouped variables
A grouped variable in a Desktop Intelligence report is implemented in the Web Intelligence report with an If formula. Example: Grouped variables in Web Intelligence
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You have a grouped variable called Resort Group in your Desktop Intelligence report. This variable is based on the Resort dimension and it has the following values: Resort Australian Reef French Riviera Bahamas Beach Hawaiian Club Royal Caribbean Grouping <no grouping> French Resorts US Resorts US Resorts US Resorts Resort Group values Australian Reef French Resorts US Resorts US Resorts US Resorts
This grouping s implemented in Web Intelligence as a variable called Resort Group which has the following formula:
If(([Resort] InList("Bahamas Beach";"Hawaiian Club";"Royal Caribbean"));("US Resorts");If( ([Resort] InList("French Riviera"));("French Resorts");[Resort]))
Filters
Filter on a formula
If the Desktop Intelligence report contains a formula to which a filter is applied, the Report Conversion Tool creates a variable based on the formula, places it in the cell originally containing the formula, and applies the filter to the variable. These variables are named in the form TurnedToVariable_n. As a result, if the original report contains three formulas with filters applied, the converted report contains the variables TurnedToVariable_1, TurnedToVariable_2 and TurnedToVariable_3.
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Filter on a measure
If a block is filtered on the values of a measure, the filter is removed during conversion. Example: Filter on a measure You have a report containing the following data and you apply the filter Revenue = 2451104, which restricts the block to showing the first row only. Country US France Revenue 2,451,104 835,420
When the report is converted to Web Intelligence the filter is removed, and the block shows both rows.
For example, if a block is filtered on the Country object by <Country> <> France, the Report Conversion Tool is able to convert the filter. Any global or block filter that does not correspond to this format is a complex filter and is not converted. For example, the formula <Revenue> > <Average_Revenue> is not converted because it compares the filtered object against another object rather than against a constant or list of values.
Cell format
Border styles
Some Desktop Intelligence border styles do not exist in Web Intelligence. In such a case, default borders and no pattern are used in the generated Web Intelligence report. The log file does not list all cells impacted by this format reduction. The following table shows how Desktop Intelligence border styles are converted to Web Intelligence:
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This Desktop Intelligence border style None Thin, medium, small dotline, medium dotline, long dotline Bold Extra bold, double line, double dotline
Becomes this style in Web Intelligence None Thin Bold Extra bold
Fonts
Font mapping
The following Desktop Intelligence fonts can be converted to Web Intelligence: Arial, Courier New, Fixedsys, Impact, MS Serif, Helvetica, Tahoma, Times New Roman, BOJapan, default All other fonts are switched to the default font in the converted Web Intelligence report. The default font used by Web Intelligence is dependant on the locale and is set by the administrator. You can change the font mapping by editing the <FONTMAPPING> section in the SETTINGS.XML file in the following directory:
$INSTALLDIR\BusinessObjects Enterprise 11.5\win32_x86
Example: Change the font mapping Open the settings.XML file with any XML editor and add the following lines to change the mapping for Courier and Verdana:
<FONTMAPPING> <FONT SOURCE="Courier" TARGET="Courier New" /> <FONT SOURCE="Verdana" TARGET="Tahoma" /> </FONTMAPPING>
Note: All fonts that appear in the <FONTMAPPING> section must also appear in the <SERVERFONTS> section above it.
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Charts
Series color
Desktop Intelligence allows you to associate colors with data series. The converted Web Intelligence report does not maintain this association and the original colors are replaced with colors from the default Web Intelligence color palette. This first series is assigned the first color in the palette, the second series is assigned the second color in the palette, and so on.
Dates
Relative dates
Relative dates can be expressed in the form [date] +/- [number] in Desktop Intelligence. For example, <Invoice Date> + 2 refers to two days after the date in <Invoice Date>; <Arrival Date> - 5 refers to five days before the date in <Arrival Date>. Web Intelligence defines relative dates using the RelativeDate function and the Report Conversion Tool converts relative dates to this format. The previous examples appear in the converted report as follows: Desktop Intelligence syntax
<Invoice Date> + 2 <Arrival Date> - 4
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chapter
Overview
Chapter 1: Using the Report Conversion Tool explains how to convert reports from Desktop Intelligence format to Web Intelligence XI R2 format using the Report Conversion Tool. After conversion, some reports that the Report Conversion Tool identifies as Fully Converted might still return different results in certain circumstances from the results returned by the original report. This happens because the calculation engine (the part of the software that calculates report results) does not always behave identically in Desktop Intelligence and Web IntelligenceXI R2. A Fully Converted report is a report whose structure is identical to the structure of the original report. Even so, the new calculation engine sometimes interprets this structure differently. This chapter helps you to identify reports that might be affected by calculation engine behavior, to understand the differences that this behavior produces, and, where possible, to make manual modifications to bring your converted reports in line with your original reports. The calculation engine differences fall into the following categories: Category Formula language differences Details Some Web Intelligence functions do not always return the same value as the equivalent Desktop Intelligence function, and the two formula languages are not always identical. For more information, see Formula language differences on page 49. Web Intelligence does not always filter in the same way as Desktop Intelligence. For more information, see Filtering differences on page 54 Desktop Intelligence and Web Intelligence treat detail objects differently in some situations. For more information, see Detail objects and non-aggregative measures on page 46. Dimensions sometimes return different values in Desktop Intelligence and Web Intelligence, depending on where they are placed in a report. For more information, see Placing of dimensions on page 56.
Filter differences
Placing of dimensions
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Note: As a general rule, you should pay careful attention to reports with synchronized data providers. They are much more likely to be affected by calculation engine changes than reports with a single data provider.
Desktop Depends on source Intelligence report version. See report (REP) Migration Guide Web Intelligence XI R2 report (WID) See this chapter for more information.
Examples
Unless otherwise noted, the examples in this chapter are created from the Island Resorts Marketing universe shipped with BusinessObjects XI R2.
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Calculations in Desktop Intelligence and Web Intelligence XI R2 Detail objects and non-aggregative measures
46
Web Intelligence with a multi valued detail object: Dimension Dimension Value 1 Dimension Value 2 Detail #MULTIVALUE Detail Value 4 Measure 900 1000
Web Intelligence with a dimension object that references a multi valued detail: Dimension Dimension Value 1 Dimension Value 1 Dimension Value 1 Dimension Value 2 Detail Dimension Detail Value 1 Detail Value 2 Detail Value 3 Detail Value 4 Measure 400 300 200 1000
Non-aggregative measures
Web Intelligence applies the same rule to non-aggregative measures. (A nonaggregative measure is a measure that does not have an associated aggregation method - for example Sum - defined in the universe.) If the measure has multiple values for one value of a dimension in the same block, Web Intelligence displays #MULTIVALUE in the measure cell.
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Data Provider 1: Country of origin France Data Provider 2: Country of origin Germany Data Provider 3: Country of origin Japan Future Guests 9 Future Guests 21 Future Guests 28
If you combine Country of Origin from DP1 and Future Guests forms DPs 1, 2 and 3 in a block, Desktop Intelligence returns the following result: Country (DP1) France Germany Japan Future Guests (DP1) 28 21 9 Future Guests (DP2) Future Guests (DP3)
Without the Extend merged dimension values option, Web Intelligence returns the following result: Country (DP1) France Future Guests (DP1) 28 Future Guests (DP2) Future Guests (DP3)
Although the block contains measures associated with other merged dimensions, by default Web Intelligence shows only those values from the dimension explicitly placed in the block. With the Extend merged dimension values option enabled, Web Intelligence returns the same result as Desktop Intelligence.
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produces the following result: Country France France France France France Year FY1998 FY1998 FY1998 FY1998 FY1999 Quarter Q1 Q1 Q3 Q4 Q1 Revenue 76,270 85,560 81,085 53,025 70,400 RunningSum 76,270 85,560 81,085 53,025 146,670
The figure for Q2 1999 is 146,670 (76,270 + 70,400), which Desktop Intelligence calculates even though the two revenue values do not appear consecutively in the block. In Web Intelligence the block appears as follows: Country France France France France France Year FY1998 FY1998 FY1998 FY1998 FY1999 Quarter Q1 Q1 Q3 Q4 Q1 Revenue 76,270 85,560 81,085 53,025 70,400 RunningSum 76,270 85,560 81,085 53,025 70,400
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The block returns the same value as Desktop Intelligence only when it is sorted by quarter. Country France France Year FY1998 FY1999 Quarter Q1 Q1 Revenue 76,270 70,400 RunningSum 76,270 146,670
Example: Running function and a section break Desktop Intelligence does not reset the calculation across the break: France Resort French Riviera US Resort Bahamas Beach Hawaiian Club Revenue 971,444 1,479,660 RunningSum 1.806,864 3,286,524 Revenue 835,420 RunningSum 835,420
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Web Intelligence does: France Resort French Riviera US Resort Bahamas Beach Hawaiian Club Revenue 971,444 1,479,660 RunningSum 971,444 2,451,104 Revenue 835,420 RunningSum 835,420
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Country US US
Future guests
1 or 2
These empty values are the result of calculation engine processing; they are not null values returned from the database. As a result, Desktop Intelligence ignores them and the count returns 1. Web Intelligence includes them and returns 2. Note: The equivalent formulas are CountAll(<Future guests>) in Desktop Intelligence and Count([Future guests];IncludeEmpty;All) in Web Intelligence.
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In Desktop Intelligence the cell returns the total revenue for the US even when it appears in the France section. In Web Intelligence this cell is blank because the formula cannot reference data outside the current section. Note: The formula Sum([Revenue] In Report) returns the same value in Desktop Intelligence and Web Intelligence because you can use the Report keyword to access data outside the current section.
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Filtering differences
Block filters
When you filter on a block, Desktop Intelligence applies the filter on the data in the underlying cube. Web Intelligence applies the filter to the data in the block. Example: Block filters In this example you have a data provider with the objects Country, Year and Revenue and you create a block containing Country and Revenue: Country France US Revenue 835,420 2,451,104
If you apply the filter Revenue >=2,000,000 on the block, the block returns no rows in Desktop Intelligence, because Desktop Intelligence applies the filter on the values in the cube (revenue by country and resort) rather than in the block. The cube values are as follows: Country France US US Resort French Riviera Bahamas Beach Hawaiian Club Revenue 835,420 971,444 1,479,660
None of these values is >= 2,000,000, which is why the block returns no rows. In Web Intelligence the filter produces this result: Country US Revenue 2,451,104
This is because Web Intelligence filters on the result objects (the objects in the block), and only US has a revenue >= 2,000,000.
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Indirect filters
Web Intelligence and Desktop Intelligence apply report filters differently when a report contains multiple data providers and those data providers are synchronized (through linking in Desktop Intelligence and merged dimensions in Web Intelligence). When you a apply a report-level filter, Desktop Intelligence also applies this filter indirectly; Web Intelligence does not. Example: Indirect filters In this example you have a report with two data providers synchronized on the Country dimension: DP1: Country, Revenue DP2: Country, Reservation Year, Future Guests You create a report with two blocks: Country France US Country France France France US US Revenue 835,420 2,541,104 Reservation Year FY2001 FY2002 FY2003 FY2001 FY2002 Future guests 17 15 14 48 8
If you apply a report filter that restricts Reservation Year to FY2003, Desktop Intelligence automatically filters the first table in addition to the second: Country France Country France Revenue 835,420 Reservation Year FY2003 Future guests 14
Why? Desktop Intelligence applies an indirect filter to the first table because it is linked to the second table through the Country dimension. When you apply the report filter on Reservation Year, this removes all values of Country except France from the second table. Desktop Intelligence then carries this filter through to the first table.
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Web Intelligence does not apply the indirect filter. The first table remains unchanged even when you apply the filter on Reservation Year.
Placing of dimensions
Dimensions and sections
If you place a free-standing cell in a section and the cell content is a dimension contained in the section, Desktop Intelligence always returns the #MULTIVALUE error. Web Intelligence returns #MULTIVALUE if the dimension has more than one value in the section. If it has one value only, Web Intelligence returns that value. Example: Free-standing cell in a section In this example you have a data provider containing the Country, Year and Revenue objects. You create a report with year as the section header and a block showing country and revenue in each section: FY1998 Country France US Revenue 295,940 767,614
If you place a free-standing cell within the section and below the block, and set the cell formula to =<Country> (=[Country] in Web Intelligence), the cell returns #MULTIVALUE in both Desktop Intelligence Web Intelligence. Now you apply a query filter that restricts Country to France: FY1998 Country France Revenue 295,940
#MULTIVALUE or France In this case, Desktop Intelligence still returns #MULTIVALUE in the freestanding cell. Web Intelligence returns France, because the Country dimension now has one value only in each section.
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appendix
Description The date on which the conversion was run. The name of the Desktop Intelligence document. The conversion status. Values are: Not converted - the document could not be converted to Desktop Intelligence format. Partly converted - the document was converted, but a feature could not be converted. Fully converted - the document was fully converted to Web Intelligence. Note: A fully-converted document might still return different calculation results from the original document in certain circumstances. For more information, see Chapter 3: Calculations in Desktop Intelligence and Web Intelligence XI R2
G_MIG_C_LOGENTRY
The row number per document. (A single document can generate multiple rows in the table.) The severity of the problem. Possible values are: Error - the document could not be converted. Warning - the document was converted but a document feature could not be converted. Advisory - a document feature could not be converted; the effect of non-conversion is less than in the case of Warning. The cause of the error, warning or advisory. The general type of problem that caused the error, warning or advisory. The specific problem that caused the error, warning or advisory.
G_MIG_C_SEVERITY
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Column
G_MIG_C_ERRORTEXT G_MIG_C_FOCUS G_MIG_C_KEYWORD G_MIG_C_RESULT
Description Explanation of why the error, warning or advisory occurred. The part of the document that generated the error, warning or advisory. A keyword that identifies the source of the error, warning or advisory. What the conversion process did to handle the problem that created the error, warning or advisory. The result further details the problem identified in the keyword. A workaround for the problem that created the error, warning or advisory. The user who ran the Report Conversion Tool. The repository folder containing the Desktop Intelligence document. The author of the Desktop Intelligence document. The comment the Report Conversion Tool. user entered when converting the document(s). Unique ID assigned to Desktop Intelligence report Unique ID assigned to Web Intelligence report
G_MIG_C_REP_CUID G_MIG__WID_CUID
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appendix
Documentation
You can find answers to your questions on how to install, configure, deploy, and use Business Objects products from the documentation.
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USA Australia
65
66
Business Objects product documentation, including the Business Objects Documentation Roadmap. Send us feedback or questions about documentation. Information on Customer Support programs, as well as links to technical articles, downloads, and online forums. Information on how Business Objects can help maximize your business intelligence investment. Information on Business Objects training options and modules.
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68
Index
Symbols
#MULTIVALUE 57 and dimensions in block footers 57 and dimensions in block headers 57 and dimensions in sections 56 and non-aggregative measures 47 differences in behavior 45 cell border styles cell format border styles 32 cell format fill character 31 hide cell formula 31 cell formats converting styles 39 charts multiple groups 32 plot area 32 rotation, elevation, start angle 32 series color 32, 41 wall color 32 consultants, Business Objects 66 conversion compared to migration 45 defined 6 conversion status customizing with initialization file 7, 25 conversion step audit log data 15 describing workflows 9 Count() function 51 CountAll function 31 creating connection audit log 15 crosstabs Across Edge Display setting 30 CurrentPage function 31 customer support 66
A
Across Edge Display setting 30 ApplicationValue function 31 audit logs and Sybase databases 16 contents 60 creating 15 creating connection 15 setting up 15 Automatic refresh setting 28 Avoid Duplicate Row Aggregation property 46
B
BlockNumber function 31 blocks Avoid Duplicate Row Aggregation 46 filtering 54 border styles 39 breaks folded 30 on multiple dimensions 30 on objects not in the block 30 value-based 30 Business Objects consulting services 66, 67 support services 66 training services 66, 67, 67
D
data providers OLAP 28 personal 28 stored procedure 28
C
calculation engine
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Index
universe 28 DataProviderType function 31 date formats 31 Delete Trailing Blanks option 29 description Report Conversion Tool 6 Designer installing 8 detail objects 46, 46 dimensions in block headers and footers 57 in sections 56 placement of 56 Do Not Retrieve Data option 29 document properties Extend Merged Dimension Values 46 documentation feedback on 65 on product CD 65 on the web 64 roadmap 64
fonts 40 changing defaults 40 font mapping 33 free-hand SQL 34 Fully Converted reports 7 functions ApplicationValue 31 BlockNumber 31 Count 51 CountAll 31, 51 CurrentPage 31 DataProviderType 31 GetProfileNumber 31 GetProfileString 31 Hyperlink 31 Multicube 31 OLAPQueryDescription 31 PageInSection 31 Product 31 RunningSum 49
E
education. See training empty values and Count() function 51 different definitions of 51 Enhanced Viewing setting 29 Extend merged dimension values property 47 extended dimension values 47
G
GetProfileNumber function 31 GetProfileString function 31 grouped variables 37
H
hidden objects 30 Hide Block formula 30 hide cell formula 31 Hide Section Footer formula 29 Hide Section Header formula 29, 29 Hyperlink function 31
F
feedback, on documentation 65 fill character 31 filters block 54 complex 29 global 29 global and block 39 indirect 55 on blocks 29 on formulas 29, 38 on measures 39 folded breaks 30
I
indirect filters 55 information resources 63, 64 initialization file editing 26 structure 26 installing client or server 8
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Index
K
keywords Report 53
Q M
measures non-aggregative 44 migration compared to conversion 45 Multicube function 31 query calculation 28
R
relative dates 41 Report Conversion Tool overview 6 what is it 6 Report keyword 52, 53 reports accessing them for conversion 6 resources 63, 64 running functions and sort order 49 default reset behavior 49 RunningSum function 49
N
non-aggregative measures 44, 47 Not Converted reports 7
O
OBJ_G_MIGRATION audit table descriptions 60 OLAP data providers 28 OLAPQueryDescription function 31 OLE objects 29 Online Customer Support 66 options Delete Trailing Blanks 29 Do Not Retrieve Data 29
S
scope of analysis 29 sections and dimensions 56 referencing data from 52 select and convert reports first step 9 Select Query Results operand 28 setting up audit log 15 sort order and running functions 49 sorts in queries 29 on blocks 32 stored procedure data providers 28 support customer 66 locations 65 technical 66 web site 66
P
page setup options 30 PageInSection function 31 Partly Converted reports 7 password protection 33 write 33 personal data providers 28 pictures 30 platforms Windows only 8 pre-requisites installing Designer 8 user settings 8 Product function 31 properties Avoid Duplicate Row Aggregation 46
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Index
T
technical support 66 training, on Business Objects products 66
U
universe data providers 28 user objects 29 user settings pre-prequisites 8
V
value-based breaks 30 variable description 32 variables grouped 37 VBA macros 30 view conversion results conversion workflow 9
W
web customer support 66 getting documentation via 64 useful addresses 67 web sites support 66 training 66 write password 33
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