Business Objects (BOBJ) Introduction to Ad Hoc Reporting ... · 2/25/2020 · Business Objects...

Business Objects (BOBJ)

Introduction to Ad Hoc Reporting

February 26-27, 2020

BOBJ Ad Hoc Report Exercises

Business Objects Intro Training 2 People First Team

EXERCISE 1 – CREATE AD HOC REPORT

Step Description Element

1. Create BOBJ Query

1.1 Log in to BOBJ Log into People First and launch BOBJ.

Click on the Reports tile.

In Resources section, select Ad Hoc Reporting.

1.2 BOBJ Reporting Tool

Click on the BOBJ Reporting Tool in the My Applications section.

1.3 Create New Query

Click the New icon on the toolbar.

1.4 Select Universe Select Universe as the data source for new

query.

1.5 Select Ad Hoc Universe

Select Adhoc Universe.unx.

1.6 Add Data Fields to Result Objects Section

Add the following data fields to the Result Objects section:

(Warning: Double clicking on folder adds all data fields)

Folder: Dwsof All Active > Dwsof All Active

Agency Code

Agency Name

Appt ID

Class Code

Class Title

Class Assign Date

State Hire Date

Agency Hire Date

Appt FTE

Base Pay Amt

Appt Date

Last Name

First Name

Middle Name

Pos Num (8 Digits)

Employee Type



Employee Type Desc Folder: Dwsof All Active >> Position Active

Budget Entity Code

SPC Code1

Org Code

Org Name

FLAIR Org Code

Pay Cycle

1.7 Add Data Fields to Query Filters Section

Add the following data fields to the Query Filters Section: Folder: Dwsof All Active >> Dwsof All Active Hover over the data field and it will show the folder/subfolder and data field name.

Data Field

Operator Values

Employee Type

In List [Enter your own Employee Type] example – 1;2

Agency Code

In List [Enter your own Agency Code] example – 7200

Class Code

In List [Enter your own Class Code] example – 0120;2047;0709;6901;2234;1427;6331;9311

Employee Types: 1 = Included 2 = Excluded

1.8 Execute Query Run Query

2. Order Columns

2.1 Move Columns Move Columns in this Order:

Agency Code

Agency Name

Org Code



Org Name

Class Code

Class Title

2.2 Swap Columns Swap Columns:

Appt ID – Appt Date

State Hire Date – Agency Hire Date

Base Pay Amt – Pay Cycle

2.3 Delete Columns Delete Columns:

Appt FTE

Pay Cycle

2.4 Add Columns Add the following columns back to the query from the Available Objects section:

Pay Cycle

Appt FTE

2.5 Save Report Save Report to My Favorites Folder. Title the report Exercise 1.

3. Sort and Filter

3.1 Open Report Open Exercise 1 Report

3.1 Sort Create the following sort: Last Name (ascending) State Hire Date (descending)

3.2 Filter Create a report filter on class code. Filter by values ‘0120’ and ‘6331’. (Use Class Codes for your agency – as some agencies will not have these class codes).

4. Create Formulas & Variables

4.1 Create Formula Add a formula to the Base Pay Amt column (data)

Formula: =[Base Pay Amt] *12 or 26 depending on your agency’s pay cycle

4.2 Validate Formula

Check your formula.

4.3 Rename Base Pay Amt Column

Rename the Base Pay Amt column to Annual Base.



Create Variable

4.4 Create Variable In the Available Objects section, create a new Variable.

4.5 Name Variable Name variable Yearly Base Pay.

4.6 Change Qualification

Select Measure in the Qualification Dropdown.

4.7 Create Formula Select the multiplication operator from the Operators window. Multiply by 12 or 26 depending on your agency’s pay cycle.


Check the formula.

4.9 Add Variable Add this variable to your report.

4.10 Save Report Save report.

EXERCISE 2 – FORMATTING


5. Formatting

5.1 Rename Report tab

Rename to Formatted Report

5.2 Format Date Columns

Format date column(s) to long date Month, Day, Year. Select long date format (e.g., September 11, 1974).


5.3 Format Currency Columns

Format currency column(s). Select desired currency format.

6. Sections & Breaks

6.1 Create Section Create a Section on the Org Name column.

6.2 Create Break Create a Break on the Employee Type.

6.3 Add Sum Function

Add Sum to Yearly Base Pay and Base Pay Amt columns.

6.4 Save As New Report

Save as new report to My Favorites Folder.

Title the report Exercise 2.

7. Multiple Tabs

7.1 Create Duplicate Report

Create duplicate report.

7.2 Rename New Tab

Rename the new report tab Employees by Agency and Class Code.

7.3 Edit Report Filter

Change the Class Code values in the Report filter to 5901; 6901. (Use class codes for your agency – as some agencies will not have positions for these classes)

7.4 Apply Other Formats

Find other desired formats and update the new report tab.

Format Fonts, Cells, Numbers.

Add Sums or Counts.

Change Breaks/Sections.

EXERCISE 3 – CONDITIONAL FORMATTING / RANKING


8. Conditional Formatting

8.1 Create Conditional Format

Create new Conditional Format Rule on the Annual Base column.



8.2 Conditional Format Rule

Create Conditional Format to Highlight and Bold Annual Base cells greater than $40,000.

8.3 Name and Description

Add Name and Description.

Name: High Salaries

Description: Base Salaries exceeding $40,000

8.4 Condition Add Condition.

8.5 Operator Select Operator.

Select Greater Than or Equal To in the Operator dropdown.

8.6 Operand Add Operand value.

Enter ‘40000’ in the Operand field.

8.7 Format Set formatting rules.

Click the Format button and select desired formatting. For example, Text = Red, Font Style = Bold, Background = Yellow.

8.8 Review Conditional Format

Click OK and review the Conditional Formatting applied to the report.

8.9 Create New Conditional Format

Create new Conditional format. Annual Base – Less Than or Equal To 25000.


9. Ranking

9.1 Create Duplicate Report

Create duplicate report.

9.2 Create Ranking Create ranking for Yearly Base Pay column.



9.3 Set Rank of Top 5 Yearly Salaries

Select the Top 5.

Based on: Yearly Base Salary

9.4 Review Ranking Results

Review your results now filtered.

9.5 Add Bottom 3 Yearly Salaries

Edit Ranking, add Bottom 3 Yearly Salaries

9.6 Review results Click OK and review results now filtered.

9.7 Remove Ranking

Remove all Rankings.


10. Query Filter – User Prompt

10.1 Edit Query Edit Data Provider.

10.2 Add Query Filter

Add Class Code filter.

10.3 Define Filter Type

Define the Filter Type button.

10.4 Set to Prompt Choose the Prompt value as Filter Type.

10.5 Show Prompt Properties

Select the Show Prompt Properties button.

10.6 Run Query Run Query.



10.7 Review Agency Code Prompt

The Prompt window is displayed.

10.8 Select Class Code

Select which Class Codes to execute the report.

10.9 Review Report Click OK to execute report with selected Class

Code prompt


EXERCISE 4 – MERGE


11. Merge Dimensions

11.1 Create New Query

Create new query.

11.2 Select the Universe

Select the Adhoc Universe.

11.3 Add Data Fields

Add the following Data Fields to the Result Objects section.

Folder: Dwsof All Active >> Dwsof All Active

Agency Code

Soc Sec Num

Last Name

First Name

Middle Name

Folder: Dwsof All Active >> Position Active

Pos Num (8 Digits)

Mail Address

Mail City

Mail State

Mail Zip Code

Physical County Code

Physical County Name

Org Code

Org Name



11.4 Add Query Filters

Filter your agency:

Folder: Position Active Data Field Operator Value

Agency Code In List Enter your own Agency Code example- 7200

11.5 Run Query Run the Query.

11.6 Edit Query Edit Data Provider button.

11.7 Add Query Add query.

11.8 Select Data Source

Choose the Universe as the data source for new query.

11.9 Add Query Add the following data fields.

Folder: Salary Detail Active 2

Agency Code (6 Digits)

Soc Sec Num

Wrnt Date

Eft Ind

11.10 Add Query Filters

Filter, the agency and the last warrant date for your Agency.

Folder: Salary Detail Data Field Operator Value

Agency Code In List [Enter your own Agency Code] example – 720000

Wrnt Date In List [Enter a valid Warrant Date for your agency; bi-weekly or monthly]

11.11 Run Query Run Queries.

11.12 Insert New Data

Insert a table in a new report. This option will create a new tab in the document.



11.13 Rename Report Tabs

Rename Report 1 Tab: EFT Info

Rename Report 2 Tab: Position Address


Merge Dimensions

11.15 Data Fields from Queries

In the Available Objects you will see the Data Fields from both queries.

11.16 Arrange by Query

At the bottom of the Available Objects window, select the Arrange by Query option.

11.17 Merge Dimensions

Merge the following dimensions:

Soc Sec Num from both reports.

Create Variable

11.18 New Variable Create a new variable.

11.19 Name Variable

Name Variable: EFT

11.20 Change Qualification

Select Detail in the Qualification Dropdown

11.21 Associated Dimension

Choose the Sec Sec Num from Query 2

11.22 Add Formula Input formula


Check formula

11.24 Add Variable to Report

Drag the Variable Eft to the report.

11.25 Save Report Save Report as EFT Report in Agency Folder.


EXERCISE 5 – SCHEDULE REPORT


12. Schedule Report

12.1 Go to My Documents

Schedule Report

12.2 Schedule Report

Choose the Now Option.

12.3 Output Format

Choose Excel as your Format.

12.4 View Report The scheduled report will be shown in the My

Recently Run Documents section on the Home tab.

Business Objects (BOBJ) Introduction to Ad Hoc Reporting ... · 2/25/2020 · Business Objects...

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Transcript of Business Objects (BOBJ) Introduction to Ad Hoc Reporting ... · 2/25/2020 · Business Objects...