SAP BusinessObjects Live Office User Guide ■ SAP BusinessObjects Business Intelligence platform 4.1 Support Package 2 2013-11-21 Copyright © 2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. 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Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. 2013-11-21 Contents Chapter 1 About this document ..............................................................................................................7 1.1 Who should read this document...............................................................................................7 1.2 Document History....................................................................................................................7 Chapter 2 Getting Started with Live Office..............................................................................................9 2.1 About Live Office content .......................................................................................................9 2.1.1 Live Office concepts..............................................................................................................10 2.1.2 Live Office object types ........................................................................................................11 2.2 Connecting to the Business Intelligence platform...................................................................12 2.3 Upgrading content from previous versions.............................................................................13 2.3.1 To upgrade content from previous versions of Live Office .....................................................13 2.4 Live Office toolbar .................................................................................................................14 2.5 Live Office ribbon menu ........................................................................................................16 2.6 Live Office Panel....................................................................................................................18 2.7 Live Office shortcut menu......................................................................................................19 2.8 Setting Live Office Options ...................................................................................................19 2.8.1 To set General options...........................................................................................................20 2.8.2 To set View options...............................................................................................................21 2.8.3 To set BI platform options......................................................................................................22 2.8.4 To set Live Office Panel options.............................................................................................24 Chapter 3 Working with SAP Crystal Reports Content.........................................................................27 3.1 Inserting Crystal Reports content...........................................................................................27 3.1.1 To start the Live Office Insert Wizard.....................................................................................27 3.1.2 Insert Wizard: Choose Document..........................................................................................28 3.1.3 Insert Wizard: Specify Parameter Values ...............................................................................29 3.1.4 Insert Wizard: Choose Data...................................................................................................29 3.1.5 Insert Wizard: Set Filters........................................................................................................31 3.1.6 Insert Wizard: Summary.........................................................................................................32 3.3 Modifying Crystal Reports content.........................................................................................33 3.3.1 Adding custom content to Live Office objects........................................................................33 3.3.2 Modifying fields .....................................................................................................................33 3 2013-11-21 Contents 3.3.3 Modifying filters.....................................................................................................................34 3.4 Accessing secured databases................................................................................................36 Chapter 4 Working with Web Intelligence content................................................................................37 4.1 Inserting Web Intelligence content..........................................................................................37 4.1.1 To start the Live Office Insert Wizard.....................................................................................37 4.1.2 Insert Wizard: Choose Document..........................................................................................38 4.1.3 Insert Wizard: Specify Keydates.............................................................................................39 4.1.4 Insert Wizard: Specify Query Contexts..................................................................................39 4.1.5 Insert Wizard: Specify Prompt Values....................................................................................40 4.1.6 Insert Wizard: Choose Data...................................................................................................41 4.1.7 Insert Wizard: Summary.........................................................................................................41 4.2 Modifying Key Date values.....................................................................................................42 4.3 Adding more Web Intelligence report parts............................................................................42 Chapter 5 Working with queries............................................................................................................45 5.1 Inserting queries.....................................................................................................................45 5.1.1 To start the Live Office Insert Wizard.....................................................................................45 5.1.2 Insert Wizard: Choose Universe.............................................................................................46 5.1.3 Insert Wizard: Specify Query..................................................................................................46 5.1.4 Insert Wizard: Specify Query Context....................................................................................56 5.1.5 Insert Wizard: Specify Prompt Values....................................................................................57 5.1.6 Insert Wizard: Summary.........................................................................................................58 5.2 Modifying queries...................................................................................................................58 5.2.1 To modify a query definition....................................................................................................58 5.2.2 To modify a query context .....................................................................................................58 5.2.3 To modify key date values in queries......................................................................................59 Chapter 6 Using the Live Office Panel..................................................................................................61 6.1 Understanding the Live Office Panel relationship network......................................................61 6.2 Searching the SAP BusinessObjects Business Intelligence platform repository.....................61 6.3 Using Live Office Panel favorites............................................................................................62 6.3.2 To view Live Office favorites..................................................................................................62 6.3.3 To search Live Office favorites...............................................................................................63 6.3.4 To delete Live Office favorites................................................................................................63