WEBI Report Features: Selection Criteria, Filtering, and ...



The Pennsylvania State UniversitySIMBA Hands-On Guide TITLE \* MERGEFORMAT WEBI Report Features: Selection Criteria, Filtering, and Sorting? 2020 The Pennsylvania State University? Copyright 2020 Labyrinth Solutions, Inc. All rights reserved. Labyrinth Solutions, Inc., the LSI logo, and CampusOneTM are trademarks of Labyrinth Consulting, Inc. SAP, R/3, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.WEBI Report Features: Selection Criteria, Filtering, and Sorting?Description:?Selection Criteria is the ability to use various data objects to narrow report results prior (in may cases) to running the report. Please note that not all fields permit this added feature.?Filtering allows report results to be shown for only selected items.?Sorting changes the order in which items appear in a list or column; select the desired column and choose the appropriate icon to sort in ascending or descending order.Process Steps?PSU BI LaunchPad QA - Google Chrome StepActionEvery WEBI report opens with the Prompts dialog box to enter Selection Criteria. This example is using the Purchase Order by Business Area report.? StepActionRequired Selection Criterion is signified by the red arrow. Optional Selection Criteria is signified by the green checkmarks.?PSU BI LaunchPad QA - Google ChromeStepAction1.The Purchase Order Date Selection Criterion is clicked.?PSU BI LaunchPad QA - Google ChromeStepAction2.The dropdown?is clicked.?PSU BI LaunchPad QA - Google ChromeStepAction3.The Less Than Selection Criterion is clicked.?PSU BI LaunchPad QA - Google ChromeStepAction4.The Purchase Order Date field is clicked.?PSU BI LaunchPad QA - Google ChromeStepAction5.04/10/2020 is typed into the field.?PSU BI LaunchPad QA - Google ChromeStepAction6.The right arrow button is clicked.?PSU BI LaunchPad QA - Google Chrome StepActionThe date is added as a Selection Criterion.7.The OK button is clicked.?PSU BI LaunchPad QA - Google Chrome StepActionClicking the Filter Bar button enables the filtering option. If the button is highlighed, then it is already turned on.8.The Add Simple Report Filter button is clicked.?PSU BI LaunchPad QA - Google Chrome StepActionMultiple filter options can be applied. In this example we will first filter by Cost Center.9.The Cost Center option is clicked.?PSU BI LaunchPad QA - Google Chrome StepActionResults can be narrowed by choosing an additional filter. In this example we will drill-down on the Cost Center filter.10.The Cost Center dropdown is clicked.?PSU BI LaunchPad QA - Google ChromeStepAction11.The Academic Information Technology option is clicked.?PSU BI LaunchPad QA - Google Chrome StepActionAll of the filters may be removed.12.The Academic Information Technology dropdown is clicked.?PSU BI LaunchPad QA - Google ChromeStepAction13.The scrollbar is clicked.?PSU BI LaunchPad QA - Google ChromeStepAction14.The Remove option is clicked.?PSU BI LaunchPad QA - Google Chrome StepActionTo sort a column, you must be in Design mode.15.The Design button is clicked.?PSU BI LaunchPad QA - Google ChromeStepAction16.The Business Area - Key column heading is right?clicked.?PSU BI LaunchPad QA - Google ChromeStepAction17.The Sort option is clicked.18.The Descending option is clicked.?PSU BI LaunchPad QA - Google Chrome StepActionBusiness Area - Key is in descending order numerically. ?Sort orders can be removed.19.The Business Area - Key column heading is right?clicked.?PSU BI LaunchPad QA - Google ChromeStepAction20.The Sort option is clicked.21.The Remove all Sorts option is clicked.? StepActionThe report is back to its original format.?Disclaimer?Alternative Format Statement This publication is available in alternative media upon request.??Statement of Non-Discrimination The University is committed to equal access to programs, facilities, admission, and employment for all persons. It is the policy of the University to maintain an environment free of harassment and free of discrimination against any person because of age, race, color, ancestry, national origin, religion, creed, service in uniformed services (as defined in state and federal law), veteran status, sex, sexual orientation, marital or family status, pregnancy, pregnancy-related conditions, physical or mental disability, gender, perceived gender, gender identity, genetic information, or political ideas. Discriminatory conduct and harassment, as well as sexual misconduct and relationship violence, violates the dignity of individuals, impedes the realization of the University’s educational mission, and will not be tolerated. Direct all inquiries regarding the nondiscrimination policy to Affirmative Action Office, The Pennsylvania State University, 328 Boucke Building, University Park, PA 16802-5901; Email: aao@psu.edu; Tel: 814-863-0471. ................
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