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    Excel Universe

    Uploaded by

    H S Manju Nath
    This document provides steps to create a Business Objects universe from an Excel file containing resort data extracted from an existing BusinessObjects report. It describes exporting report data to Excel, selecting the data range in Excel, connecting to the Excel file in the Business Objects Designer module, and building the universe by adding the Excel table and modifying objects. The final universe can then be used to generate reports in the Business Objects Reporter module.

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    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd

    Excel Universe

    Uploaded by

    H S Manju Nath
    67 views11 pages
    This document provides steps to create a Business Objects universe from an Excel file containing resort data extracted from an existing BusinessObjects report. It describes exporting report data to Excel, selecting the data range in Excel, connecting to the Excel file in the Business Objects Designer module, and building the universe by adding the Excel table and modifying objects. The final universe can then be used to generate reports in the Business Objects Reporter module.

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    This document provides steps to create a Business Objects universe from an Excel file containing resort data extracted from an existing BusinessObjects report. It describes exporting report data to Excel, selecting the data range in Excel, connecting to the Excel file in the Business Objects Designer module, and building the universe by adding the Excel table and modifying objects. The final universe can then be used to generate reports in the Business Objects Reporter module.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    67 views11 pages

    Excel Universe

    Uploaded by

    H S Manju Nath
    This document provides steps to create a Business Objects universe from an Excel file containing resort data extracted from an existing BusinessObjects report. It describes exporting report data to Excel, selecting the data range in Excel, connecting to the Excel file in the Business Objects Designer module, and building the universe by adding the Excel table and modifying objects. The final universe can then be used to generate reports in the Business Objects Reporter module.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker To create an Example Universe, we will first Extract

    data in a BusinessObjects report and save it to Excel. Lets create a new Document from the Island Resort Marketing universe, and include All of the Resort attributes and Revenue.

    Generate a New Report from a Universe

    Generate a Standard Report

    Page 1 of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker

    Choose Island Resorts Marketing.

    Choose all of the Resort class, and the <Revenue> Measure object.

    Page 2 of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker Depending on your preference here, you can either choose Edit > Copy All or you can edit the Data Provider to export the results of this query to Excel.

    I like to use the Data Provider method, since this allows me to specify a path, etc. If you have used copy/paste, you will have one extra step that will be described, but not demonstrated.

    Export to Local File Format and make sure that the Format is listed as: Microsoft Excel 97 Files (*.xls). You may even want to Change the Path, or Rename the file at the Name line, or Browse to a new path.

    Page 3 of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker

    Once the Export has completed, launch Excel and browse open the file that was just created. If you have Copied/Pasted the values, then you should already be at the next step.

    If you havent done this already, browse over the Resorts.xls file and open it. If you have used Copy/Paste, just bring Excel to the foreground.

    Page 4 of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker

    Select all of the data. If you Copy/Pasted, make sure that you delete the Header that copied as well. With all of the data selected, make sure the range has a name. You will need to enter a name if youve pasted this, otherwise it should match the Filename minus the .xls. Save this if youve made any changes, or created this from scratch.

    Jump to the BusinessObjects Designer module and create a New Universe. Ive named my Universe: Resort Revenue

    Page 5 of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker

    Create a new Connection, and choose ODBC Drivers.

    Ive named my connection: Resorts_xls and chosen Generic ODBC Datasource for my Database engine. Click on the ODBC Admin button.

    Add a new System or User DSN. If you want this available for anyone on your machine, System DSN is the better bet. Select the appropriate tab and hit Add

    Page 6 of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker

    Choose the Microsoft Excel Driver (*.xls) from the list of available data source drivers.

    Name the Data Source Name something that is meaningful, as it will be what appears in the Drop-Down menu. I named it Resorts.xls File and next well choose Select Workbook and browse to the location of our Resorts.xls file.

    Unless youve changed the location, it should be located under: C:/Program Files/Business Objects/Business Objects 5.0/UserDocs/ Select the XLS file and click OK

    Page 7 of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker

    Verify that the path is set for the Workbook and click OK

    You should see the new DSN created with the name of your Choosing. (In my case, its Resorts.xls File.) Go ahead and click OK

    Back in the Designer Module, Choose the Resorts.xls File from the Data Source Name: drop-down list, and click OK

    Page 8 of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker

    Once the connection has been set, click OK and well get to Universe Building.

    Double-Click in the Schema area in the designer, or use the Table Browser to add the Resorts table (named-range). Once they are added, feel free to move them over to create Classes and Objects off this table as well.

    Page 9 of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker

    Ive modified the SQL of the Revenue object, to turn this into an aggregate. Set the formula to: Sum(Resorts.Revenue) and click OK.

    My Final Universe looks like the above. Once this Universe is created, Save it and launch the Business Objects Reporter module.

    Page 10 of 11

    Creating a Business Objects Universe from an Excel File By Robert Metzker

    Select the newly created Resort Revenue universe and choose the objects youd like to report on.

    Ive selected the <Country>, <Resort> and <Revenue> objects.

    Here are my final results

    Page 11 of 11

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