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  • Setting Your Reporting & Analytics Preferences

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Setting Your Callidus Reporting & Analytics Preferences


You can hide the Callidus Reporting & Analytics banner by clicking. Click again to show the banner. Within the Callidus Reporting & Analytics Preferences page, there are six sections: General, Change Password, Web Intelligence, Desktop Intelligence, Crystal Reporting & Analytics, and Dashboard and Analytics.

To specify your Callidus Reporting & Analytics preferences:
  1. From the Callidus Reporting & Analytics InfoView, click Preferences (in the upper right corner). The Preferences page displays with your username and tenant ID. This is the only way to access BusinessObjects preferences.
  2. In the General section, the following options are available
InfoView Start Page  In the InfoView Start Page area, select the option that you want to set as your initial view. For example, if you choose Favorites, then the Favorites folder is automatically displayed on the Workspace panel the next time you log on.

Document Navigation View  In the Document Navigation View area, select Folder or Category. The option that you choose determines whether the Navigation panel displays the objects in InfoView by the folders in which they are located or the categories to which they are assigned.

Set the number of objects (max.) per page  In the "Set the number of objects (max.) per page" area, specify the maximum number of objects that you want to see displayed per page in the Workspace panel.

Document List Display  In the Document List Display area, select the summary information that you want to
see in the Workspace panel for the objects that you view:
  • description
  • owner
  • date
  • instance count
Document Viewing In the Document Viewing area, select how you want your documents displayed.

Product Locale In the Product Locale area, select the location where the product is installed. This setting determines the language set and date format that is used by InfoView.

Current Time Zone In the Current Time Zone area, select the appropriate time zone. Note: It is important that you check this setting before you schedule any objects to run. The default time zone is local to the web server that is running BusinessObjects Enterprise, not the Central Management Server (CMS) machine(s) to which each user connects. By properly setting your time zone, you ensure that your scheduled objects are processed in accordance with the time zone in which you are working.

Preferred Viewing Locale In the Preferred Viewing Locale area, select the customer's location. This setting determines the language set and date format that is used by InfoView.
  1. In the Change Password section, the following options are available
User Name Your username and tenant ID are displayed in the User Name field. These cannot be changed.

Old Password In the Old Password field, type your current password 

New Password  In the New Password field, type the password you prefer to use.

Confirm New Password In the Confirm New Password field, type the password you prefer to use. The contents
of this field must match the contents of the New Password field.
  1. In the Web Intelligence section, the following options are available
Select a default view format In the "Select a default view format" area, select the format that you want to use
when you view your Web Intelligence documents: If you want to be able to view the documents, respond to prompts, and/or perform drill analysis, then choose Web.

If you want to be able to apply filters to the documents, perform sorts and calculations, modify the format of the data in tables and charts, and/or perform drill analysis, then choose Interactive.

Note: This option is available only if you have Web Intelligence deployed in JSP mode. 

Note: To be able to use the Web Intelligence HTML Query panel to create documents and/or edit queries, it is recommended that you select this option. If you do not select the Interactive view format, you can still use the HTML Query panel to define your documents, but you will not be able to format them.  

If you want to be able to view and print the documents, then choose PDF (Adobe Reader required).

When viewing a document In the "When viewing a document" area, select one of the following options: If you want to use the locale setting that was specified when the Web Intelligence document was created, then select Use the document locale to format the data. If you want to use the locale setting that you specified in InfoView (see General preferences), then select Use my preferred viewing locale to format the data.

Select a default creation/editing tool: In the "Select a default creation/editing tool" area, select the tool that you want
to use when you create or edit Web Intelligence documents:

Note: These options are available only if your administrator has deployed Web Intelligence in JSP mode.  


 

If you want to use a graphical editor to build formulas, then select Advanced. This option enables you to use the Formula Editor, which lets you drag and drop variables to create formulas. If you want to work with queries in an HTML environment, then select Interactive. Interactive allows you to define the content of documents from multiple data sources. You can use Interactive to create new documents or modify the queries on which existing Web Intelligence documents are based.

Select a default universe  In the "Select a default universe" area, click Browse and select one of the following options: If you want to select a default universe for Web Intelligence to use when you create documents, then select a universe from the list. If you do not want to set a default universe, then select No default universe. Click OK to accept the change or Cancel to not make the change.

Drill options In the "Drill options" area, select the general options that you want to apply to your drill sessions: If you want Web Intelligence to prompt you whenever a drill action requires a new query to add more data to the document, then select Prompt when drill requires additional data.
 
For example, when you drill the results that are displayed on a Web Intelligence document, you might want to drill to higher or lower-level information that is not included in the scope of analysis for the document. In this situation, Web Intelligence needs to run a new query to retrieve additional data from the data source. You can choose to be prompted with a message whenever a new query is needed.

The prompt message asks you to decide whether or not you want to run the additional query. In addition, the prompt might allow you to apply filters to the extra dimensions that you include in the new query. As a result, you can restrict the size of the query to just the data that is necessary for your analysis. Note, however, that you need permission from your administrator to drill out of the scope of analysis during a drill session.

If you want Web Intelligence to synchronize drilling on all report blocks, then select Synchronize drill on report blocks. Each table, chart, or free-standing cell in a report represents a specific block of data. There are two ways to drill on a report with multiple report blocks:
  • Synchronize drill on report blocks.
  • Drill on only the selected block.
If you want Web Intelligence to hide the Drill toolbar when you switch to drill mode, then select Hide drill toolbar. When you start drill mode, the Drill toolbar automatically appears at the top of the drilled report. The toolbar displays the value(s) on which you drilled. These values filter the results that are displayed on the drilled report.

For example, if you drill on the year 2001, the results that are displayed on the drilled table are the Q1, Q2, Q3, and Q4 for 2001. This means that the quarterly values to which you drilled to are filtered by 2001. The Drill toolbar displays "2001", the value that filters the drilled results.

The Drill toolbar allows you to select other values to filter the results differently. For example, if you use the Drill toolbar to select "2002", then the results that are displayed on the drilled table will be Q1, Q2, Q3, and Q4 for 2002. If the drilled report includes dimensions from multiple queries, a tooltip appears when you rest your cursor on the value that is displayed on the filter. The tooltip displays the name of the query and the dimension for the value. You can choose to hide the Drill toolbar when you start drill mode. This is useful if you do not want to select filters during your drill session.

Start drill session For these options in the "Start drill session" area, ensure that either Web or Interactive is selected. In the "Start drill session" area, select the options that you want to apply to your drill sessions:

If you want to retain a copy of the original document so that you can compare the drilled results to the data in the original document, then choose start drill session on the duplicate report.

InfoView creates a duplicate of the original report. When you end drill mode, both the original report and the drilled report remain in the document for you to view. If you want to drill on the report so that the report is modified by your drill actions, then choose start drill on the existing report. When you end drill mode, the report displays the drilled values.

Select a priority for saving to MS Excel In the "Select a priority for saving to MS Excel" area, select the Excel format that
you want to use: If you want to display the data in a format that is similar to working in Excel, select "Prioritize the formatting of the documents." If you want to display the data in a text format, select "Prioritize easy data processing in Excel."
  1. In the Desktop Intelligence section, the following option is available

Note: Desktop Intelligence is not available for this release. 

Select a default view format In the "Select a default view format" area, select the format that you want to use when you view your Web Intelligence documents:

If you want to be able to view the documents, respond to prompts, and/or perform drill analysis, then select Web (no downloading required). If you want to be able to view and print the documents, then select PDF (Adobe AcrobatReader required).

If you want to be able to apply filters to the documents, perform sorts and calculations, modify the format of the data in tables and charts, and/or perform drill analysis, then select Desktop Intelligence format (Windows only) (Desktop Intelligence required).

Note: This option is available only if you have Web Intelligence deployed in JSP mode 

Note: To be able to use the Web Intelligence HTML Query panel to create documents and/or edit queries, it is recommended that you select this option. If you do not select the Desktop Intelligence format, you can still use the HTML Query panel to define your documents, but you will not be able to format them.

  1. In the Crystal Reporting & Analytics section, the following options are available
Select a default view format In the "Select a default view format" area, select Web ActiveX (ActiveX required)
or Web Java (Java required).

Select printing control (for Web) In the "Select printing control (for Web)" area, select the tool that you want to use when you print Crystal Reports documents. You can select PDF (Adobe Acrobat required) or ActiveX one-click printing (ActiveX required).

Select a rendering resolution (for Web) In the "Select a rendering resolution (for Web)" area, select 96 dots per inch (DPI) or 120 DPI. Selecting 120 DPI produces higher resolution results.

Select a default measuring unit:
In the "Select a default measuring unit" area, select whether you want Crystal Reports to use inches or millimeters.
  1. In the Dashboard and Analytics section, the following options are available
Define Grid Properties In the "Define Grid Properties" area, select "Snap to grid" if you want to make it
easier to align objects on a page.

Gridline In the Gridline area, select None if you do not want a grid or select Small, Medium,
or Large to indicate if you want more gridlines (Small) or fewer gridlines (Large).

Default Browsing In the Default Browsing area, select whether you want to browse by category or by
folder.

Accessibility Option When you select "Use 508 compliant version of analytics when available," some analytics
will appear in a format more suitable for screen readers.

Rich Client Option In the "Rich client Option" area, select "Use Macromedia Flash when available" if
you have Macromedia Flash installed.

Dashboard View Option In the Dashboard View Option area, select the default view or full view.

Display scroll bars for dashboard contents In the "Display scroll bars for dashboard contents" area, select Yes if you want scrollbars or No if you do not want scrollbars.

Enable Client Tracing Select "Enable Client Tracing" if you want more information to be saved in the log files for debugging.
  1. Click OK to save the changes for the Preferences page.