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BusinessObjects Voyager User's

Guide

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ContentsIntroduction to BusinessObjects Voyager 13Chapter 1

About this guide.........................................................................................14

What is BusinessObjects Voyager?.....................................................14

Who should read this guide?................................................................17

Understanding OLAP 19Chapter 2

OLAP Overview.........................................................................................20

Multi-dimensional data cubes....................................................................21

Hierarchical data........................................................................................22

Getting Started with BusinessObjects Voyager 25Chapter 3

Opening a workspace and analyzing data.................................................26

Some essential terminology.......................................................................26

Create a Voyager workspace....................................................................30

Define a query...........................................................................................32

Add charts and more crosstabs.................................................................32

Adding a chart to the page...................................................................32

Adding another crosstab to the page...................................................35

Using Queries to Analyze Cube Data 39Chapter 4

Creating and defining queries to answer your business questions...........40

Defining queries.........................................................................................40

Modifying queries.......................................................................................45Adding queries...........................................................................................48

Creating complex queries by nesting dimensions.....................................49

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Linking a component to a different query...................................................51

Deleting queries.........................................................................................52

Queries and visual components explained................................................52

Using Charts to Visualize Data 55Chapter 5

Overview of Voyager charts.......................................................................56

Chart types................................................................................................57

Cluster bar charts.................................................................................58

Stacked bar charts...............................................................................59

Percent stacked bar charts...................................................................60

3D bar charts........................................................................................61Multi-series line charts..........................................................................62

Multi-series pie charts..........................................................................63

Adding a chart to the analysis window......................................................63

Changing chart types...........................................................................66

Adding data to a chart................................................................................66

Defining a query using an empty chart component..............................67

Modifying a query in a chart.................................................................67

Scrolling through large data sets in charts................................................68

Customizing charts....................................................................................69

Chart name and comments..................................................................70

Chart color palettes..............................................................................71

Chart styles..........................................................................................71

Display font...........................................................................................72

Suppressing null values in charts.........................................................72

Displaying parent members..................................................................72

Displaying visual totals.........................................................................73

Hiding the chart dimension panel.........................................................73Displaying hierarchical chart labels......................................................74

Hiding the chart legend........................................................................74

Chart axis labels...................................................................................74

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Selecting Members to Display in Crosstabs and Charts 77Chapter 6

Overview of member selection..................................................................78

Selecting individual members from a list of all members...........................80

Selecting members by searching..............................................................81

Selecting all members at a particular level in the dimension.....................83

Selecting parent, child, or sibling members...............................................84

Changing the displayed measures............................................................85

Hiding members from view........................................................................85

Setting the slice member...........................................................................86

Deselecting members................................................................................87Showing only selected members in the Member Selector.........................88

Displaying member names and captions...................................................89

Displaying the parent names of all members............................................89

Sorting, Filtering, and Ranking Data 91Chapter 7

Sorting data columns or rows....................................................................92

Sorting within hierarchies.....................................................................95

Removing a sort...................................................................................96Automatically removed sorts................................................................97

Filtering the data in crosstabs and charts..................................................97

Adding a second filter...........................................................................99

Removing a filter..................................................................................99

Automatically removed filters.............................................................100

Ranking the data in the crosstab.............................................................100

Adding a second rank.........................................................................102

Removing a rank................................................................................102

Automatically removed ranks.............................................................103

Displaying sorts, filters, and ranks applied to the query..........................103

Hidden sorts, filters, and ranks................................................................103


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Combining a filter and rank......................................................................104

Combining a sort and filter.......................................................................104

Combining a sort and rank......................................................................104

Excluding null values...............................................................................104

Highlighting Exceptions in Data 107Chapter 8

Overview of exception highlighting..........................................................108

Applying exception highlighting...............................................................109

Removing exception highlighting.............................................................114

Defining Calculations 115Chapter 9

Overview of calculations..........................................................................116

Visual totals.............................................................................................116

To add the default totals.....................................................................118

To add commonly used visual totals (Aggregate, Sum, Average, and

Count).................................................................................................119

To add other visual totals....................................................................119

Changing to a different visual total.....................................................120

Removing visual totals.......................................................................120

Visual totals on filtered data...............................................................121

Visual totals on axes with nested dimensions....................................121

Visual totals on charts........................................................................122

Basic calculations....................................................................................122

Adding a basic calculation..................................................................123

Custom calculations.................................................................................124

Adding a custom calculation...............................................................127

Mathematical operations....................................................................129

Time-based operations.......................................................................133Rank calculation.................................................................................136


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Exploring Different Views of Your Data 139Chapter 10

Swapping dimensions..............................................................................140

Swapping dimensions containing sorts, filters, and ranks..................141

Removing dimensions.............................................................................141

Nesting dimensions.................................................................................142

Changing the order of nested dimensions.........................................143

Changing the slice of data.......................................................................143

Drilling down and drilling up.....................................................................144

Drilling through to underlying relational data...........................................148

The relational table viewer.................................................................149Exporting drill-through data................................................................149

Copying a component to compare variations in data..............................150

Resizing and moving components...........................................................151

Formatting Crosstab Data 153Chapter 11

Formatting data in the crosstab...............................................................154

Resizing columns.....................................................................................156

Resizing rows..........................................................................................156

Using Pages in the Workspace 159Chapter 12

Working with pages in the workspace.....................................................160

Inserting and deleting pages...................................................................160

Modifying page captions..........................................................................161

Navigating to a page in the workspace....................................................162

Saving and Sharing Voyager Workspaces 163Chapter 13

Saving Voyager workspaces...................................................................164

Automatically saved workspaces.......................................................166

Saving Voyager workspaces for sharing with others..........................167


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Sending a Voyager workspace to another user.......................................168

Sending a Voyager workspace to another BusinessObjects Enterprise

user....................................................................................................168

Sending a Voyager workspace to an email recipient.........................170

Opening an existing Voyager workspace................................................170

Using openDocument to share workspaces............................................171

Exporting Data to Microsoft Excel or Comma-Separated-Values (.csv)

Files 173

Chapter 14

Exporting data from Voyager to Excel.....................................................174

Exporting data from Voyager to comma-separated-values (.csv) files.....175

Printing 177Chapter 15

Printing Voyager workspaces..................................................................178

Print raw data...........................................................................................179

Print a crosstab as it appears on the screen...........................................180

Print a chart as it appears on the screen.................................................181

Print options.............................................................................................182

Using Voyager with Microsoft SQL Server 2005 Analysis Services 185Chapter 16

Overview of Microsoft SQL Server 2005 Analysis Services....................186

Using Analysis Services 2005 hierarchies in Voyager.............................188

Using Voyager with SAP 189Chapter 17

Logging on to SAP...................................................................................190

Member Selector with SAP data........................................................191

Using variables........................................................................................191

Mandatory and optional variables......................................................192

Variable types.....................................................................................195

More about variables..........................................................................199


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Free characteristics.................................................................................201

Key figures and formatted values............................................................201

Formatting with no key figures...........................................................201

Display attributes.....................................................................................202

Compounded characteristics...................................................................202

Mutually exclusive hierarchies.................................................................203

Unbalanced and ragged hierarchies........................................................203

Using Voyager with Oracle Hyperion Essbase Data Sources 205Chapter 18

Overview of Oracle Hyperion Essbase features support in Voyager.......206

Attribute dimensions................................................................................207Using attribute dimensions to filter data.............................................208

Attribute Calculations dimension........................................................210

Dynamic Time Series...............................................................................212

Creating a calculation that returns a period-to-date value.................212

Alias tables..............................................................................................213

Setting the active alias table...............................................................214

Searching for members by their aliases.............................................215

User Interface Reference 217Chapter 19

Workspace reference...............................................................................218

Analysis window reference......................................................................219

Tab panel reference.................................................................................220

Data tab..............................................................................................220

Structure tab.......................................................................................229

Properties tab.....................................................................................231

Toolbar reference.....................................................................................233

Toolbar overview................................................................................234

View tab panel button.........................................................................235

Save button........................................................................................235


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Export button......................................................................................236

Print button.........................................................................................236

Copy button........................................................................................237

Paste button.......................................................................................237

Delete button......................................................................................238

Calculation button...............................................................................238

Sort button..........................................................................................239

Rank button........................................................................................241

Filter button........................................................................................241

Exception Highlighting button.............................................................242

Measure Formatting button................................................................242Display Member Settings button........................................................243

Swap Axis button................................................................................243

Visual Totals button............................................................................243

Insert Crosstab button........................................................................244

Chart buttons......................................................................................244

Help button.........................................................................................246

Crosstab component reference...............................................................246

Understanding the crosstab...............................................................247

Crosstab title bar................................................................................250

Crosstab dimension panel..................................................................250

Crosstab grid......................................................................................252

Crosstab buttons................................................................................255

Crosstab display options....................................................................256

Crosstab tooltips.................................................................................259

Chart component reference.....................................................................260

Chart dimension panel.......................................................................261

Chart range slider...............................................................................264

Chart title bar......................................................................................266

Chart graphic......................................................................................266

Chart types.........................................................................................268


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Chart display options..........................................................................272

Member Selector reference.....................................................................278

Member Selector member tree...........................................................279

Member Selector toolbar....................................................................280

Rank Editor dialog box.............................................................................285

Filter Editor dialog box.............................................................................286

Set Variables dialog box (SAP only)........................................................287

Connecting to OLAP data sources 289Chapter 20

OLAP data connections...........................................................................290

Adding an OLAP cube connection to a workspace.................................291Viewing OLAP data in the workspace................................................291

Changing to a different OLAP cube connection......................................292

Removing an OLAP cube connection from a workspace........................293

Re-establishing a disabled connection....................................................294

Get More Help 297Appendix A

Index 301


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Introduction toBusinessObjects Voyager

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What is BusinessObjects Voyager?on page 14

Who should read this guide?on page 17

Access our product documentation online at: http://support.businessob

jects.com/documentation

About this guide

This guide describes how to analyze your business data in BusinessObjects

Voyager. It is intended for business analysts.

This guide provides you with information and procedures for the following

tasks:

Analyzing OLAP data.

Using BusinessObjects Enterprise to save your Voyager workspaces for

other members of your organization to view over the Web.

Printing and exporting your workspaces.

What is BusinessObjects Voyager?

Voyager is a powerful, web-based OLAP analysis tool that can help you to

gain insight into business data and make intelligent decisions that impact

corporate performance.

OLAP data is displayed in the Voyager analysis window with crosstabs and

charts. You create a workspace, add crosstab and chart objects to the

analysis window, connect those objects to OLAP data sources, and then

interactively define queries to explore your data.

Voyager is intuitive and easy to use, while providing unique analysis

capabilities, including the ability to simultaneously view data from different

cubes and providers. For example, you can view sales data from a Microsoft

Analysis Services cube on the same page as finance data from an Oracle

Hyperion Essbase cube.

Voyager is accessed from BusinessObjects InfoView in a web browser. All

you need is a connection to a BusinessObjects Enterprise system that has

Voyager installed. You do not need to install Voyager on your local machine.


Introduction to BusinessObjects Voyager

1 About this guide
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The Voyager web application is available only as a Java web application.

There is no corresponding Voyager application for .NET.

For a list of the supported data sources, please see the Voyager

Administrator's Guide.

Note: SAP BW connectivity is available as a separate add-on to Voyager.

Please contact Business Objects for further details.

This is a typical Voyager page, containing a crosstab and a chart:

The crosstab and chart are connected to the cube they represent. With the

controls on the crosstab, users can reorient the crosstab, swap dimensions,

and "slice and dice" the data to get answers to business problems.


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Voyager integration with BusinessObjects Enterprise

Voyager works within the InfoView portal of BusinessObjects Enterprise, andVoyager workspaces can be managed from within the BusinessObjects

Enterprise Central Management Console.

Anyone with web access and the appropriate permissions in

BusinessObjects Enterprise can access Voyager.

Voyager workspaces can be published to the Web with BusinessObjects

Enterprise.

Publishing Voyager workspaces to the Web

BusinessObjects Enterprise has a multi-tier server architecture that enablesyou to distribute Voyager workspaces to a large number of users, across

and beyond your organization, over the Web.

By publishing workspaces to the Web, you make your analyses accessible

to everyone in your organization.

About the documentation set

The documentation set for Voyager comprises these guides and online help

products:

Voyager Administrator's Guide

This guide contains detailed information that is useful to a system

administrator when installing, configuring, and administering Voyager.

Voyager User's Guide

This guide contains the conceptual information, procedures, and reference

material required to use Voyager.

Voyager Online Help

The online help contains the same information as the User's Guide. It is

available from various Help buttons in the Voyager interface, including the

application toolbar.



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Getting started

To get started working with Voyager workspaces and analyzing data, seeOpening a workspace and analyzing data on page 26.

Who should read this guide?

The Voyager documentation system is tailored to the specific needs of the

user. This User's Guide is intended for data analysts who will use Voyager

to work with OLAP data.


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Understanding OLAP

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Voyager is a tool for viewing and analyzing business data, specifically OLAP

(Online Analytical Processing) data. This section explains OLAP.

OLAP OverviewRelational databases store data as individual records. Each record may

contain a number of fields, but all these fields relate to just one record. For

example, a Product record might have a number of fields containing

information about that Product, such as sales transactions to different

customers in different regions.

Online Transaction Processing (OLTP) applications are used to query this

information and keep it up to date. OLTP is designed to enable a large

number of users to update and retrieve comparatively small numbers ofindividual records quickly.

Although relational databases hold data in a one-dimensional formatone

record at a timebusiness problems are usually multi-dimensional. A typical

requirement would be to analyze Sales by Product by Region, for example.

If this were to give a clear picture of the business, it would involve

summarizing and analyzing a large number of different records. Using

traditional OLTP applications for decision support therefore involves retrieving

thousands of records and summarizing them on the fly to build database

tables. This is not what OLTP applications were designed to do, and

operations of this sort on a large database can take hours and even days ofprocessing time to complete.

Online Analytical Processing (OLAP) applications are designed from the

start with online data analysis in mind. To reduce processing time to the

minimum, database data is summarized and pre-consolidated into matrix

table format. Because these tables usually have three (or more) dimensions,

they are referred to as data "cubes". If a relational database can read about

200 records a second and write 20, a good OLAP server, using row and

column arithmetic, can consolidate 20,000 to 30,000 cells (equivalent to

relational records) a second. This, the much smaller storage space OLAP

data requires, and faster access due to more efficient indexing, are the keysto OLAP reporting speed, which is two or three orders of magnitude faster

than relational technology.


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Multi-dimensional data cubes

To understand multi-dimensional data, first think of a spreadsheet showing

how different products are selling in different markets:

This spreadsheet shows sales for each Product within each Region. This

data has two dimensions: Product (shown in the rows), and Region (shown

in the columns). Also, each dimension comprises several members; in this

example, members of the Region dimension include USA, Canada, and the

UK.

A spreadsheet like this is of limited use as it only shows sales performance

at one point in time. To track performance for different Time periods, business

analysts would need to stack up several spreadsheets, one for each time

period, like this:

Together, these spreadsheets show a third dimension, Time, to add to the

first two (Product and Region).

Another way of representing these stacked-up data cells is in the form of a

cube:


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We call this the "data cube".

The data cube allows analysts to slice data in different ways in order to get

answers to different business questions, such as:

How are our products selling in each region (view Product by Region,

as before)?

How do our products sell at different times of the year in each market

(Product by Region by Time)?

How do our products sell at different times of the year (view Product by

Time)?

This example has only three dimensions. OLAP applications can handle

many more than three.

A fourth dimension might allow analysts to slice up the data by Customer,

for example.

This is harder to picture than three dimensions, but it works in the same way;

with another dimension, there are more possible ways of slicing the cube,

to provide answers to questions such as 'Which UK customer buys the most

(or least) of a certain product at Christmas?'

Hierarchical dataOLAP also allows analysts to organize each one of the data dimensions into

a hierarchy of sub-groups and totals to reflect the organization of their

business.


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For example, the staff of a toy shop might want to store figures for groups

of products and all products, as well as for individual products, like this:

OLAP allows analysts to view data forAll Toys at the top level, then drill-down

to lower and lower levels of detail, so that they can discover the precisesource of a particular performance variation in their data.

By allowing analysts to use several dimensions in their data cube, with the

possibility of a hierarchy in each dimension, OLAP reflects the way they

picture their business, and is not constrained by the structure of information

storage.

Through OLAP, analysts can gain a better understanding of their business

by viewing, comparing and working with information in ways simply not

possible before.


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Getting Started withBusinessObjects Voyager

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This section shows you how to create a Voyager workspace and begin

working with your data.

Opening a workspace and analyzing dataTo begin using Voyager to work with your OLAP data, you will need to do

the following:

Create a Voyager workspace on page 30

Define a queryon page 32

Add charts and more crosstabs on page 32

Or, if you want to open an existing workspace, see Opening an existing

Voyager workspace on page 170.

You may also want to read a few brief definitions of some terms that are

used throughout this guide.

Some essential terminologyon page 26

Some essential terminology

Before you read any further in the documentation, it would be useful to

understand some basic OLAP and Voyager terminology. See UnderstandingOLAPon page 19 for an overview of generic OLAP concepts and terminology.


Getting Started with BusinessObjects Voyager

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1. Application toolbar

2. Tab panel

3. Metadata explorer

4. Analysis window

Voyager terms

A Voyager data-analysis document.workspace

The main Voyager window, containing your crosstab

and chart components.

For more information about the analysis window, see

Workspace reference on page 218.

analysis window

A two-dimensional table object that you drag into the

analysis window to begin analyzing your data.

For more information about crosstabs, see Crosstab

component reference on page 246.

crosstab component


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A bar, line, or pie chart object that you drag into the

analysis window to visualize your data.

For more information about charts, see Chart compo-

nent reference on page 260.

chart component

The panel containing the Data, Structure, and Proper-

ties tabs.

For more information about the tab panel and tabs, see

Tab panel reference on page 220.

tab panel

The area within the Data tab that displays cube dimen-

sions and members in a tree structure, indented to

show parent-child relationships.

For more information about the metadata explorer, seeData tab metadata exploreron page 224.

metadata explorer

A collection of related data members. The members

can be organized in a hierarchical structure (for exam-

ple in a Geography dimension) or a flat structure (for

example in a Measures dimension).

For more information about how dimensions model

business scenarios, and howdimensions are represent-

ed in Voyager, see Understanding OLAPon page 19

and Data tab on page 220.

dimension

A dimension that represents a characteristic of the

data and not the data itself. For example, Customers

orProducts could be fact dimensions.

fact dimension

A dimension that represents the actual data; that is,

the numbers. For example, Accounts could be a

measures dimension.

measures dimension

A base unit of data, representing an entity in a multi-

dimensional OLAP database. A member can haveparent and child members.member



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The Voyager control that you use to select members

for displaying in your crosstabs and charts.

For more information about the Member Selector, see

Member Selector reference on page 278.

Member Selector

A two-dimensional view of a multi-dimensional cube.

For example, if your data cube contains the three di-

mensions Product, Market, and Year, and you want to

analyze how your products performed in all markets in

the year 2006, you would select only 2006 data from

the Year dimension. The selected data would then be

a two-dimensional slice.

For more information aboutslices, see Multi-dimension-

al data cubes on page 21 and Queries and visual

components explainedon page 52.

slice

A specific view of data from the OLAP cube that you

want to analyze.

For more information about queries, see Queries and

visual components explainedon page 52.

query

Any of the three spatial axes on a Voyager crosstab

or chart component. For example, a Voyager crosstab

appears as a two-dimensional table, similar to an Excel

spreadsheet. The crosstab has two "view" axes, similarto Excel's vertical and horizontal axes. The two view

axes are called the row axis and column axis. In addi-

tion, by visualizing the two-dimensional object as being

a "slice" of a three-dimensional object, and allowing

the position of the slice to change, you can think of a

third axis as being perpendicular to the screen. This is

the slice axis.

Therefore, a Voyager crosstab axis is any one of those

three spatial axes.

When you define queries to analyze your data, youdrag data dimensions or members onto those axes.

axis




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A connection to an OLAP data source or "cube." Typi-

cally, cubes are located on remote servers. When you

add a connection to your workspace, the connection

provides all the information required for your workspace

to access the data in that cube.

For more information about connections, see Connect-

ing to OLAP data sources on page 289.

connection

Create a Voyager workspace

Voyager workspaces provide an intuitive interface for viewing and studying

data cubes.

A Voyager workspace is an interactive document that allows you to connect

to and analyze OLAP data. The data is visualized in crosstab and chart

components that you add to the pages in the workspace. You can add up to

four components per page, and there is no limit to the number of pages.

For more information about workspaces, see Workspace reference on

page 218.

To create a Voyager workspace

1. Start the Java version of InfoView and log on.

For information about logging on to InfoView, see the BusinessObjects

Enterprise InfoView User's Guide.

2. In InfoView, click Document List.

3. Then click New > Voyager Workspace.

A workspace is created for you, containing an empty crosstab and an

undefined query. The Choose Connection dialog box is also displayed.

Note: If your system administrator has not granted you sufficient rights,

Voyager Workspace does not appear in the New menu. For more

information about rights and access levels, see the Voyager




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4. Click a connection in the list, and then click OK to add it to your

workspace.

Alternatively, you can double-click the desired connection to add it to your

workspace.

Note: Voyager includes a set of sample cubes that you can use to explore

the many analysis features Voyager provides. Your system administrator

can install these sample cubes and create connections for them so that

you can add them to your workspaces. For more information, see

"Installing sample data cubes" in the BusinessObjects Voyager


5. If the connection requires authentication, type your credentials in the

Logon dialog box and click OK.

If authentication succeeds, the connection appears in the activeconnections list at the top of the Data tab, and the metadata explorer

displays the data objects contained in the data source.

If authentication fails, first verify that you entered your credentials correctly.

If authentication continues to fail, see your system administrator. Your



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credentials may not be set up properly in the Central Management

Console, or the OLAP server may be offline.

Related Topics



Define a query

Once you have added a connection, you can define a query and begin

working with your data in the analysis window. For information on queries

and how to define them, see Creating and defining queries to answer your

business questions on page 40.

After you define a basic query, you can add charts and more crosstabs, and

manipulate your data using operations such as sorting, filtering, exception

highlighting, and calculations. For more information about those and other

Voyager features, see the relevant sections of this User's Guide.

Related Topics



Add charts and more crosstabs

When you create a new workspace, Voyager automatically adds an empty

crosstab component to each page and creates an undefined query linked to

each crosstab. You can add charts and more crosstabs, up to a maximum

of four components per page.

For detailed information about charts and crosstabs, see Overview of Voyager

charts on page 56, Chart component reference on page 260, and Crosstab

component reference on page 246.

Adding a chart to the page

Once you've created a workspace and defined a query on the crosstab, you

can add a chart simply by clicking a button on the application toolbar.



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To add a chart to a page

Click one of the chart buttons on the application toolbar.

The application toolbar contains buttons for adding these components to

your page:

Vertical cluster bar chart

Vertical stacked bar chart

Vertical percent stacked bar chart

Horizontal cluster bar chart

Horizontal stacked bar chart

Horizontal percent stacked bar chart

3D bar chart

Multi-series line chart

Multi-series pie chart

The chart is added to the page, below or to the right of existing

components. Existing components are resized automatically to

accommodate the added component.




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Alternatively, you can drag a chart from the application toolbar into the

analysis window, to the position you select. The drop location is highlighted

as you move the mouse cursor in the analysis window.

To enlarge the view of a component when there are multiple

components on a page, you can maximize and restore the component

using the Maximize/Restore button in the component's title bar.

Related Topics

Resizing and moving components on page 151

Linking a component to a different queryon page 51



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To delete a component from the page

1. Click the Delete button on the right side of the component's title bar.

Alternatively, you can select a component and click Delete in the

application toolbar, or press Del.

2. Click Yes in the confirmation dialog box to delete the component.

Adding another crosstab to the page

You can add a second crosstab if you want to explore a different view of

your data, or if you want to compare data from two separate data sources.

If you add a second new crosstab to the page, Voyager creates an undefined

query and links the second crosstab to it. You can then define a different

cube view with the new query. Or, you can copy the first crosstab and make

changes to the copy.




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If you add a second chart to the page, the new chart is automatically linked

to the most recent query: the second query. You can then compare two cube

views, each with a crosstab and chart, on a single page.

To enlarge the view of a component when there are multiple components

on a page, you can maximize and restore the component using the

Maximize/Restore button in the component's title bar.

Related Topics

Resizing and moving components on page 151

Copying a component to compare variations in data on page 150





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To add a crosstab to a page

Click the Crosstab button on the application toolbar.

The crosstab is added to the page, below or to the right of existing

components.

Alternatively, you can drag a crosstab from the application toolbar into

the analysis window, to the position you select. The drop location is

highlighted as you move the mouse cursor in the analysis window.

Related Topics






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Using Queries to AnalyzeCube Data

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This section introduces the concept of querying, which is the technique you'll

use in Voyager to obtain information from your data.

Creating and defining queries to answeryour business questions

To get answers to your business questions in Voyager, you define queries

and view the results of your queries in crosstabs and charts.

Defining queries on page 40

Modifying queries on page 45

Adding queries on page 48

Creating complex queries by nesting dimensions on page 49


Deleting queries on page 52

Queries and visual components explainedon page 52

Defining queries

You define queries by populating a crosstab with data. Start by choosingdimensions or members to add to the crosstab's row, column, and slice axes.

Then you can expand and refine the query using the many analysis tools

that Voyager provides.

You can also define queries using a chart component if you prefer. For details,

see Adding data to a charton page 66.

For more information on using the crosstab and chart, see Queries and visual

components explainedon page 52, Crosstab component reference on page

246 and Chart component reference on page 260.

To define a new query

1. On the Data tab, locate the dimension or members that you want to add

to the first axis in your crosstab.


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For more information on the Data tab and how it displays dimensions and

members, see Data tab on page 220.

2. Click the dimension or members to select or deselect them.

Click a member to select it; click the member again to deselect it.

To select or deselect a range of members, hold down the Shift key

as you click members.

You do not need to hold down the Ctrl key to select multiple individualmembers.

3. When you have selected the dimension or members that you want to

place on the first axis, drag them from the Data tab to the appropriate

drop zone in the crosstab:


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To add the selected items to the crosstab's rows, drag them to the

"Drop Row" area.

To add the selected items to the crosstab's columns, drag them to the

"Drop Column" area.

To add the selected items to the crosstab's slice, drag them to the

"Drop Slice" area.

If you are placing members of a measures dimension onto a crosstab,you can also drag them to the cell drop zone; the main grid of the

crosstab component.



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You can also use the buttons above the metadata explorer on the Data

tab to populate your crosstab. First, select a component in the analysis

window, and then click one of these buttons to add the members to the

crosstab:

Click Add to Rows to add the selected dimension or members to

the rows on the crosstab.

Click Add to Columns to add the selected dimension or members

to the columns on the crosstab.

Click Add to Slice to add the selected dimension or members to

the slice axis.

4. Repeat step 3 for the other crosstab axes.

When you have added dimensions or members to the view axes (rows

and columns), Voyager validates your query and displays the requested

data.



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Note:

You cannot add members from the same dimension to two axes.

When you place a dimension on an axis, the dimension's default

member is automatically selected. The default member for a dimension

can be specified on the cube server, depending on your OLAP provider.

Otherwise, the default member is the first top-level member of the

dimension. If you add fact dimensions (non-measures dimensions) or members

of fact dimensions to the two view axes, leaving the slice axis empty,

Voyager automatically adds the default member of the measures

dimension to the query and populates the crosstab with data. The

selected measure is displayed in the crosstab's title bar. You can

change to a different measure by clicking the Member Selector button

on the title bar.

With SAP BW data sources, hierarchies that belong to the same

dimension are mutually exclusive. For example, consider an SAP BW

cube that contains a dimension Customerthat contains threehierarchies: Country_1, Country_2, and Country_3. Only one of

these hierarchies can be included in a single crosstab or chart query.

You cannot specify Country_1 on the row axis and Country_3 on the

slice axis in the same query.



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Related Topics



Creating complex queries by nesting dimensions on page 49 Linking a component to a different queryon page 51


Queries and visual components explained on page 52

Modifying queries

You can modify a query in several ways:

Open the Member Selector and select different members for the crosstab

or chart. For information on selecting members, see Selecting Membersto Display in Crosstabs and Charts on page 77, and Member Selector

reference on page 278.

Apply functions from the Voyager application toolbar. For information on

using the toolbar, see Toolbar reference on page 233.

Drill up or down on members. For information on drilling, see Drilling down

and drilling up on page 144.

Drag new dimensions or members from the same connection onto the

crosstab's or chart's drop zones, or drag dimensions between axes, or

drag dimensions off the component.

To modify a query by dragging new metadata ontothe crosstab or chart

1. On the Data tab, locate the dimension or members that you want to add

to the first axis in your crosstab or chart.

For more information on the Data tab and how it displays dimensions and

members, see Data tab on page 220.







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You do not need to hold down the Ctrl key to select multiple individual

members.


place on the first axis, drag them from the Data tab to the appropriatedrop zone in the crosstab or chart.

You can choose to replace the existing members with the selected

members, or add the selected members to the existing members.

To replace existing members in the crosstab or chart with the selected

members on the Data tab, drag the selected members to the center drop

zone; the existing dimension is highlighted. When you release the mouse

button, the selected members replace the existing members in the

crosstab or chart.

To add the selected members to existing members in the crosstab, drag

the selected members to the left or right drop zone; the left or right drop

zone is highlighted. When you release the mouse button, the selected

members are "nested" beside the existing members. This technique is

used to create complex queries. For more information, see Creating

complex queries by nesting dimensions on page 49.



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You can also use the buttons above the metadata explorer area on the

Data tab to populate your crosstab. First, select a component in the

analysis window, and then click one of these buttons to add the members

to the crosstab:

Click Add to Rows to add the selected dimension or members to

the row axis on the crosstab.

Click Add to Columns to add the selected dimension or members

to the column axis on the crosstab.

Click Add to Slice to add the selected dimension or members to

the slice axis.

4. Repeat step 3 for the other crosstab or chart axes.



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When you have added dimensions or members to the crosstab or chart

axes, Voyager validates your query and displays the requested data.

Note:


When you place a dimension on a row, column, or slice axis, the

dimension's default member is automatically selected. With Microsoft

Analysis Services, the dimension's default member can be set on the

OLAP server. For other OLAP providers, the default member is the

first member on the top level of the dimension.

Related Topics







Adding queries

Voyager automatically adds an empty crosstab to each new page, and creates

an undefined query for each crosstab. You define those queries by draggingdimensions and members onto crosstabs or charts.

If you want two or more different views of your data on the same page, you

can manually add multiple queries to your page with the Add Query button.

Note: Voyager also creates a new undefined query when you manually add

a new crosstab to a page.

To manually add a query to a page

On the Structure tab, click Add Query to add a query to the current

page.

The new query appears on the Structure tab, with an automatically

assigned name.



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Related Topics



Creating complex queries by nesting dimensions on page 49 Linking a component to a different queryon page 51



Creating complex queries by nestingdimensions

Although OLAP cubes can contain many dimensions, the Voyager crosstaband chart components have only three axes. When you want to include data

from more than three dimensions in your queries, you nest dimensions.

Nesting dimensions means placing two or more dimensions on the same

axis. For example, you may want to view data for different sizes of stores,

in different cities, against the products the stores sell. You could nest the

Stores and Cities dimensions on one axis.

To nest dimensions

1. In the metadata explorer, locate the dimension or members that you want

to nest with an existing dimension on the crosstab

For more information on the metadata explorer and how it displays

dimensions and members, see Data tab metadata exploreron page 224.





You do not need to hold down the Ctrl key to select multiple individual

members.


nest, drag them from the Data tab to the left or right drop zone.



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When you release the mouse button, the selected members are "nested"

with the existing members.

4. Repeat these steps to nest members on another axis.

Note:


When you place a dimension on a row, column, or slice axis, the

dimension's default member is automatically selected. With Microsoft

Analysis Services, the dimension's default member can be set on the



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OLAP server. For other OLAP providers, the default member is the

first member on the top level of the dimension.

Related Topics







Linking a component to a different query

You can move a component from one query to another on the Structure tab.

For example, if you've defined two queries, Query 1 and Query 2, and you

have a chart linked to Query 2, you may want to move the chart to Query 1

to see the chart visualization of the data in Query 1.

To link a component to a different query

1. Click the component on the Structure tab.

2. Drag the highlighted component to a different query on the Structure tab.

Related Topics







To link a component to a new empty query

1.On the Structure tab, Click Add Query to add a new query to the

workspace.



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2. Click the component on the Structure tab.

3. Drag the highlighted component to the new query on the Structure tab.

The component will be blank because the new query is not yet defined.

Deleting queries

When you delete chart or crosstab components, queries that those

components were linked to are not automatically removed, so your workspace

may contain unused queries.

To delete a query

1. Select the query on the Structure tab.

2.Click Delete on the Structure tab toolbar.

Alternatively, you can press the DEL key.

Note: If you try to delete a query that has crosstab or chart components

linked to it, you are prompted to confirm that you want to remove the

query and any linked components.

Related Topics







Queries and visual components explained

Queries

A query defines a specific view of data from the OLAP cube that you want

to analyze. This view is often referred to as a "slice" because the view you

see is a two-dimensional "slice" of a multi-dimensional cube. For example,



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if you want to analyze data in a Sales cube, you could define a query for

Store Costs by Year.

To define a query, you specify the measures and dimensions that you want

to include in the cube view. You do this by dragging the dimensions ormembers that you want to analyze onto the crosstab or chart component. In

the preceding example, Store Costs and Year are the two dimensions that

you would use when defining this query.

Although Voyager workspaces can contain multiple pages, a query is valid

only on a single page. Therefore a query on page 1 does not affect the

contents of page 2.

It is important to understand that the query stores the structure and values

of the data but the crosstab and chart visual components display the data.

Visual components

You can display a cube view in different types of visual components: for

example a crosstab, or a horizontal bar chart.

Crosstab and chart components contain clearly identified drop zones. You

drag dimensions or members from the Data tab to these drop zones to define

a query, and Voyager displays the results of the query in the component.

A crosstab and chart belonging to the same query can be thought of as linked

because they display the same view or set of cube data. In other words, they

refer or point to the same query. If you modify the query in any way on one

visual component, the equivalent action is performed on any of the linked

components. For example, if you drill down on USA to display data for states

on the crosstab component, any linked charts also re-render to display data

for states.

When you add a new crosstab component to a page, Voyager automatically

creates a new undefined query. However, inserting a chart component doesn't

add a new query to the page. New charts are always linked to the active

query, which is the last query that was added to the page manually by you

or automatically by Voyager.

Once dimensions or members have been added to a component, the query

and visual components are fixed to the connection. You cannot drag members

from a different connection into this component.



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Related Topics









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Using Charts to VisualizeData

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This section explains how you can present your business data by using the

different types of chart provided by BusinessObjects Voyager.

Overview of Voyager chartsYou can add charts to your Voyager workspaces to present your data

graphically. Charts can often emphasize irregularities or trends in your data,

and help you focus your business analysis on those areas.

Voyager provides several chart types to help you visualize data:

Cluster bar charts

Stacked bar charts

Percent stacked bar charts

3D bar charts

Multi-series line charts

Multi-series pie charts

Chart and crosstab components are linked to queries. Therefore, if a chart

and a crosstab are linked to the same query, both components display the

same data, and both components update simultaneously whenever you make

changes to either component. This interaction allows you to repeatedly define

and refine your queries, and see the graphical results of your changes in

real time.

You can also unlink, or disconnect, a chart component from its current query,

and link it to a different query or to a new query.

Charts can be easily customized. You can change the chart type, or change

the appearance of the chart to increase clarity. You can also drill down on

data in the chart to examine the data in more detail.

This section describes each of the chart types, how to add a chart to a page,

how to add data to a chart, and how to customize a chart's appearance.

Click one of these links to learn more about a particular chart type:

Cluster bar charts on page 58

Stacked bar charts on page 59

Percent stacked bar charts on page 60

3D bar charts on page 61

Multi-series line charts on page 62

Multi-series pie charts on page 63


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Related Topics

Chart types on page 57

Adding a chart to the analysis windowon page 63

Adding data to a charton page 66

Scrolling through large data sets in charts on page 68

Customizing charts on page 69


Chart types

Voyager provides a variety of chart types to help you visualize your data.

Related Topics Adding a chart to the analysis windowon page 63




Chart component reference on page 260


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Cluster bar charts

Cluster bar charts show values compared across categories, or over time;

for example, sales for each region by month. Several values (a "cluster") are

shown grouped together in each category or time period.



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Voyager provides both horizontal bar and vertical bar chart types.

Stacked bar charts

Stacked bar charts show how related sets of values compare to each other

and contribute to a total. For example, if you create a bar chart that illustrates

sales per product, you can use a stacked bar chart to show data from several

years, one year on top of another.



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Voyager provides both horizontal and vertical stacked bar chart types.

Percent stacked bar charts

Percent stacked bar charts show visually what percentage a member

contributes to a total. Percent stacked bar charts are similar to stacked bar

charts except that all bars are the same length and represent 100% of a

total. The size of each segment of a percent stacked bar represents the

percentage that a member contributes to the total.



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Voyager provides both horizontal and vertical percent stacked bar chart

types.

3D bar charts



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3D bar charts are used to compare data visually in three dimensions.

Typically, a 3D chart would show a series of data across categories and over

time.

Multi-series line charts



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Line charts are used to show trends in data over time or categories. Each

line in the chart represents a data series. Markers are shown at each point

in the line where a data value exists.

Multi-series pie charts

Pie charts display the sizes of items that compose a data series, proportional

to the sum of the items. A pie chart is used to show the relative contributions

of values, and is useful when you want to emphasize a significant element

in the data. Each pie in a multi-series pie chart represents a category; each

pie slice represents a data series.

Adding a chart to the analysis window

Visual components, such as a crosstab or any of the chart types, are added

to the analysis window by using the application toolbar.




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To add a chart to the analysis window

Drag the desired chart component from the application toolbar to theanalysis window.

As you drag the component into the analysis window, the cursor indicates

whether or not you can place the chart component at the position of the

mouse pointer. When the mouse pointer is inside a valid drop zone, the

drop zone is highlighted.

Alternatively, you can click a chart button to insert that chart type on the

current page. The component is added to the page, below or to the right

of existing components.



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Before your chart will show any data, you must add a data connection to

the page, and add data to the chart. For more information about adding

a data connection, see Connecting to OLAP data sources on page 289.

For more information about adding data to a chart, see Adding data to acharton page 66.




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Changing chart types

You can change the chart type to any of the available types.

To change the chart type

Right-click the chart, point to Chart Type, and click the chart type you

want to switch to.

Related Topics





Adding data to a chart

When you add a chart to a page, the chart is linked to the most recent query

on the page (although you can use the Structure tab to move the chart to

another query). Therefore, the chart is automatically populated with data if

the query has been previously defined.For example, if a page contains only a single crosstab, and if that crosstab

has been used to define a query (data has been added to the crosstab), then

when you add a new chart to the page, the chart is populated with the same

data that is in the crosstab.

Typically, the chart's data series correspond to the crosstab's rows, and the

chart's categories correspond to the crosstab's columns. In a pie chart, each

individual pie object corresponds to a column in the crosstab, and the pie

slices represent individual row members.

If you add a chart to a new page that contains only an empty crosstab andan undefined query, you will need to define the query to add data to the chart.

For more information about creating and defining queries, see Defining

queries on page 40.

You can also use the chart component to define a query.



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Related Topics





Defining a query using an empty chart component

If you want to create a page that contains only a chart component, you can

use an empty chart component to create a query, without first having to

define the data view in a crosstab component.

Each chart component has drop zones, which represent areas you can drag

data onto from the Data tab.

To create a query using a chart component

1. Ensure the workspace has a data connection.

2. In a new page or existing page, delete all crosstab and chart components.

3. Drag a chart component into the empty analysis window.

4. In the metadata explorer, expand the list of members and select the data

you want in your chart.

5. Drag the highlighted members onto one of the drop zones in the chart

component to create a query.

If the generated query is valid, the chart displays the data returned from

the query.

For more information about creating queries by dragging members onto

a chart, see Defining queries on page 40.

Modifying a query in a chart

You can modify your query in a chart much like you would modify a query in

a crosstab. For example, you can swap dimensions using the chart

component's dimension panel, and use the Member Selector to choose

different members for the chart axes.



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For more information on modifying queries, see Modifying queries on page

45 and Chart dimension panelon page 261.

Scrolling through large data sets in chartsWhen you work with large data sets, displaying all of the data on a chart can

make it difficult or impossible to distinguish between individual risers or lines

on the chart. With all chart types except for the 3D bar chart type, Voyager

adds a range slider to the chart component when the data set is too large to

be displayed legibly.

1. Overview scroll bar

2. Selected range

3. Range slider bars

4. Hide/restore button

5. Paging buttons

The chart range slider lets you select a portion of the data set to be expanded

and displayed in the main chart graphic, so that you can see the individual

risers. You can also use the range slider to scroll through the chart.

Note: You can hide the range slider by clicking the arrow at the edge

of the range slider. To restore the range slider, click the arrow again.

Defining the size of the selected range

First, define the size of the selected range by dragging the range slider bars

in the range slider.

The selected range is shown with a white background in the range sliderwhen using the Default or Shadow chart styles, or with a black background

when using the Presentation styles.



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Moving the selected range within the range slider

Drag the selected range within the range slider to view different subsets of

the data that are currently represented in the range slider. Alternatively, you

can use the paging buttons at the ends of the range slider to move theselected range.

Scrolling the range slider within the full data set

When the data set is very large, the range slider may not show the entire

data set. In that case, use the overview scroll bar to scroll the range slider

within the full data set.

Related Topics

Chart range slideron page 264





Customizing charts

Voyager provides several options for customizing the appearance of your

charts. All these options are available from the Properties tab.



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Related Topics





Chart name and comments

The chart's name appears on the chart itself both on screen and when printed.

The chart's comments appear only if you print the chart to a PDF. For more

information, see Chart display options on page 272.



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To set name and comments properties for a chart

1. In the tab panel, click the Properties tab.

2. Click the chart to select it.

3. On the Properties tab, type a name for your chart in the Name field.

The name that you type here appears on the chart's title bar, and is used

to identify the chart on the Structure tab.

4. Type any comments that you want to appear below the printed chart in

the Comments field.

5. Click Apply.

Chart color palettes

You can choose from several predefined color palettes for displaying your

charts. For details on the palettes available, see Chart display options on

page 272.

To change the color palette of your chart

1. In the tab panel, click the Properties tab.2. Click the chart to select it.

3. On the Properties tab, choose a value for the Palette property, and then

click Apply.

Chart styles

You can choose from several predefined styles for displaying your charts.

For details on the styles available, see Chart display options on page 272.

To change the style of your chart





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3. On the Properties tab, choose a value for the Style property, and then

click Apply.

Display font

You can set the character font used in your charts. For details, see Fonton

page 274.

To change the font used on your chart



3. On the Properties tab, choose a font for the Font property, and then click

Apply.

Suppressing null values in charts

Depending on the type of chart and the type of data the chart displays, you

may want to simplify the chart by hiding null values.

For details on suppressing null values in charts, see Excluding null values

on page 104 and Suppress NULL Values on page 274.

Displaying parent members

On a chart, parent members are hidden by default. For example, if a pie

chart contains a parent member and all its child members, the parent member

is not normally displayed in the pie chart because the parent member would

always occupy exactly half of the pie chart.

You can, however, turn on the display of parent members on a chart.

To display parent members on a chart




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3. On the Properties tab, set the Show Parents property to Yes, and then

click Apply.

Displaying visual totals

On a chart, visual totals are hidden by default. For example, if a pie chart

contains several members and a visual total representing the sum of the

other members, the sum is not normally displayed in the pie chart because

the sum would always occupy exactly half of the pie chart.

You can, however, turn on the display of visual totals on a chart.

To display visual totals on charts


2. Click the chart to sel

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