BusinessObjects 4.3 - Function Changes (Design Mode)

Overview

This document provides a guide to locating BusinessObjects (BO) 4.2 functions when working on a report in Design mode in the upgraded BO 4.3 environment. It lists all of the BO 4.2 toolbars and contextual menus, and explains where each item is in BO 4.3. You can use the Contents to jump to a specific toolbar or menu.

This is a detailed reference document intended to help users transition from BusinessObjects 4.2 to BusinessObjects 4.3. If you are looking for a high-level overview of BO 4.3 changes, see the Business Objects v4.3 Overview of Changes. If you are new to BusinessObjects or looking for instructions on how to perform specific BusinessObjects functions, see the BusinessObjects Resources document.

Reading mode: If you are working on reports in Reading mode, a BusinessObjects 4.3 - Function Changes (Reading Mode) document is available.

Contents

Toolbar - File Tab

New  •  Open  •  Save/Save As  •  Print  •  Find  •  History  •  Export  •  Send To •  Undo/Redo •  Cut/Copy/Paste  •  Remove  •  Edit Data Provider  •  Refresh

Toolbar - Properties Tab

View drop-down list (Filter Bar, Outline, Formula Bar, Side Panel, Report Tabs, Status Bar)  •  Document  •  Application

Toolbar - Report Elements Tab

Tables Tab  •  Cell Tab  •  Section Tab  •  Comment Tab  •  Chart Tab  •  Tools Tab  •  Position Tab  •  Linking Tab  •  Table Layout Tab  •  Behaviors/Cell Behaviors/Section Behaviors Tabs  •  Section Layout Tab

Toolbar - Formatting Tab

Toolbar - Data Access Tab

Data Providers Tab  •  Tools Tab  •  Data Objects Tab

Toolbar - Analysis Tab

Filters Tab  •  Data Tracking Tab  •  Display Tab  •  Conditional Tab  •  Interact Tab  •  Functions Tab

Toolbar - Page Setup Tab

Report, Report Name, Move Report Tabs  •  Page, Header, Footer, Scale to Page, Margins, Display Tabs

Contextual Menus

Report Contextual Menu  •  Section Contextual Menu  •  Table Contextual Menu  •  Cell Contextual Menu

Toolbar - File Tab

screenshot of the BO 4.2 Design Mode Toolbar showing only the File tab section BO 4.2 Toolbar - File tab - Each function is listed below with an explanation of its BO 4.3 location.

    New New icon from the BO 4.2 toolbar

    From BI Launch Pad, click Web Intelligence.

    Open Open icon from the BO 4.2 toolbar

    From BI Launch Pad, navigate to the report and open it.

    Save / Save As Save icon from the BO 4.2 toolbar

    On toolbar - File > Save or Save As.

    The image below shows where Save and Save As are on the toolbar:
    screenshot of the BO 4.3 Design Mode Toolbar with the Save icon highlighted. It is the first icon in the toolbar.

    When using Save As, the options are the same, however the layout of the Save As screen has changed.

    A screenshot of the BO 4.2 Save As window and a screenshot of the BO 4.3 Save As window.

    BO 4.3 divides the Save As options into three separate tabs, compared to all options being on one screen in BO 4.2. The folder structure and file name fields are on the General tab. The description, key words, and setting checkboxes are on the Options tab. The Assign Categories selection is on the Categories tab.

    Print Print icon from the BO 4.2 toolbar

    On toolbar - File > More three-dot more icon > Print.

    The image below shows where Print is on the toolbar:screenshot of the BO 4.3 Design Mode Toolbar with the three-dot menu highlighted to show the Print option.

    When using Print, the options are the same, however the layout of the Print screen is different.

    Screenshot of the single BO 4.2 print screen expanded to show all options, and a screenshot of the two BO 4.3 print screens.

    BO 4.3 divides the Print options into two screens. The Print Range, Page Size, and Orientation options are on the Range tab. The Margins and Scaling options are on the Layout tab.

    Find Find icon from the BO 4.2 toolbar

    Use browser's Find function.

    History History icon from the BO 4.2 toolbar

    From BI Launch Pad, navigate to the document, click More three-dot more icon > History.

    Screenshots of a report tile and report row showing the History option in the three-dot menu.

    The image above shows the two different ways to access a report's History. If there is a tile available for the report, click the three-dot menu and select History. If you are viewing reports in a grid format, click the three-dot menu on the report row and select History.

    Export Export icon from the BO 4.2 toolbar

    On toolbar - File > More three-dot more icon > Export.

    The image below shows where Export is on the toolbar:
    screenshot of the BO 4.3 Design Mode Toolbar showing the the three-dot menu in the File section and the expanded menu with Export as the first option.

    BO 4.3 has removed the Excel .xls option and added an HTML option; other options remain the same. The layout of the Export screen is different.

    Screenshots of the BO 4.2 export screen and the BO 4.3 export screen.

    The Export screen in BO 4.3 has been redesigned. The file export formats are in a left-hand panel rather than a drop-down list. Once a format is chosed, the report selection is on the Reports tab. The various settings related to the chosen file format, such as page range, are on the Options tab.

    Send To Send To icon from the BO 4.2 toolbar

    On toolbar - File > More three-dot more icon > Send to BI Inbox.

    The image below shows where Send to BI Inbox is on the toolbar:
    screenshot of the BO 4.3 Design Mode Toolbar with the three-dot menu highlighted to show the Send to Inbox option.

    There are no longer mail and FTP options. The interface has changed both in how individuals are selected (BO 4.3 uses checkboxes) and how options are displayed.

    Screenshot of the BO 4.2 Send To screen and the two BO 4.3 Send To screens.

    The screen for sending a report to a BI Inbox has been redesigned. You search for and select users on the Select Users/Groups tab in BO 4.3. As with similar selection screens, the move arrows have been replaced with checkboxes. The options for setting a target name and the type of file to send (copy or shortcut) are now on the Send Options tab.

    Undo / Redo Undo and Redo icons from the BO 4.2 toolbar

    On toolbar - File > Undo Undo Icon and File > Redo Redo Icon.

    The image below shows where Undo and Redo are on the toolbar:
    screenshot of the BO 4.3 Design Mode Toolbar with the Undo and Redo icons highlighted. The icons are the second and third icons in the File section.

    Cut / Copy / Paste Cut, Copy and Paste icons from the BO 4.2 toolbar

    Use standard keyboard shortcuts or select from a contextual menu.

    screenshot of the contextual menu in BO 4.3. A cell has been right-clicked on to display the contextual menu. Cut, Copy and Paste are the second, third, and fourth items in the menu.

    The image above shows the contextual menu when a data cell is selected. The menu differs based on the selected element; however, if available, Cut, Copy and Paste are still near the top of each contextual menu.

    Remove Remove icon from the BO 4.2 toolbar

    Use keyboard's Delete button or select from a contextual menu.

    screenshot of the contextual menu in BO 4.3. A cell has been right-clicked on to display the contextual menu. Delete is in the upper section of the menu.

    The image above shows the contextual menu when a data cell is selected. The menu differs based on the selected element; however Delete is still near the top of each contextual menu.

    Edit Data Provider Edit Data Provider icon from the BO 4.2 toolbar

    On toolbar - Query > Edit Edit Data Provider icon from the BO 4.3 toolbar.

    The image below shows the location of Edit on the toolbar:
    screenshot of the BO 4.3 Design Mode toolbar showing the Edit icon, which is the first icon in the Query section.

    The Query Panel that displays is the same as in BO 4.2 with the exception of button and tab locations.

    Screenshot of the BO 4.2 Query Panel screen and the BO 4.3 Query Panel screen showing that the Run button is at the bottom, and report tabs are at the top in BO 4.3.

    There are minor differences between the Query Panel screens. In BO 4.3, the buttons for Run, Apply Changes and Close (no longer under the Close drop-down list), and Cancel (replaces Revert Changes and Close option under the Close drop-down list) are at the bottom of the screen. If a report has multiple queries, they are listed near the top of the screen in BO 4.3.

    Refresh Refresh icon from the BO 4.2 toolbar

    On toolbar - Query > Refresh Refresh icon from the BO 4.3 toolbar.

    The image below shows the location of Refresh on the toolbar:
    screenshot of the BO 4.3 design Mode Toolbar with the Refresh icon highlighted. This is the second icon in the Query section.

    The drop-down list has options to refresh all the queries, or an Advanced refresh which allows for refresh of specific queries. The Prompts screen that displays has the same options but in a different interface.

    Screenshots of the BO 4.2 and BO 4.3 Prompts screens showing that prompts are now selected using checkboxes instead of move arrows.

    The image above shows the look and feel difference between the BO 4.2 Prompts window and the BO 4.3 Prompts window. The highlighted areas show the change between using arrows to select values and using checkboxes.

    Toolbar - Properties Tab

    screenshot of the BO 4.2 Design Mode Toolbar showing only the Properties tab section BO 4.2 Toolbar - Properties tab - Each function is listed below with an explanation of its BO 4.3 location.

    View Drop-Down List

    • Filter Bar - On toolbar - Analyze > Filter Bar FilterBar icon from the BO 4.3 toolbar.

      The image below shows the location of Filter Bar on the toolbar:
      screenshot of the BO 4.3 Design Mode Toolbar with the Filter Bar icon highlighted. This is the first icon in the Analyze section.

      The Filter Bar shows currently applied filters. BO 4.3 does not have the option to add simple report filters from the Filter Bar. Filters are added from the Properties panel.

    • Outline - On toolbar - Display > More three-dot more icon > Fold/Unfold.

      The image below shows the location of Fold/Unfold on the toolbar:
      screenshot of the BO 4.3 Design Mode Toolbar with the three-dot menu highlighted and Fold/Unfold highlighted in the drop-down list.

    • Formula Bar - On toolbar - Analyze > Formula Bar Formula Bar icon from the BO 4.3 toolbar.

      The image below shows the location of Formula Bar on the toolbar:
      screenshot of the BO 4.3 Design Mode Toolbar with the Formula Bar icon highlighted. This is the second icon in the Analyze section.

    • Side Panel - Main Panel Main panel icon.

      The image below shows the location of the Main Panel Main panel icon icon which opens and closes the panel:
      screenshot of the BO 4.3 Design Mode Toolbar with the Main Panel icon highlighted. It is on the right end of the toolbar.

    • Report Tabs - Select Hide from the drop-down list on the report tab.

      Individual report tabs can be hidden in BO 4.3 by selecting Hide from the drop-down list in the report tab. If a tab is hidden, it has the Hide icon next to its name:
      screenshot of the BO 4.3 report tabs showing the drop-down list next to a report tab selected and Hide highlighted.

    • Status Bar - There is no status bar.

    Document

    On Main Panel Main panel icon > Show Document Properties Document Properties icon.

    screenshot of the BO 4.3 Main Panel showing the Show Document Properties icon, which is the third icon at the top of the panel.

    Application (Measurement Unit setting)

    In user preferences. From BI Launch Pad, click the circle with your initial in the upper-right corner, select Settings, and click the Application Preferences tab to change the Measurement Unit setting.

    Toolbar - Report Elements Tab

    screenshot of the BO 4.2 Design Mode Toolbar showing only the Report Elements tab with its subtabs BO 4.2 Toolbar - Report Elements tab - Each function is listed below with an explanation of its BO 4.3 location.

    Tables Tab Tables tab from the BO 4.2 toolbar

    Define Vertical Table, Define Horizontal Table, Define Cross Table, and Define Form - On toolbar - Insert > Insert Table Insert Table icon > Vertical/Horizontal/Cross/Form.

    The image below shows the location of the four table types on the toolbar:
    screenshot of the BO 4.3 toolbar showing the Insert Table icon and drop-down list, which is the first icon in the Insert section..

    Cell Tab Cell tab from the BO 4.2 toolbar

    Blank and Pre-defined drop-down list - On toolbar - Insert > Insert Cell Insert Cell icon.

    There is not a separate Blank button in BO 4.3. This is included in the pre-defined options in the Insert Cell Insert Cell icon drop-down list, as shown below:
    screenshot of the BO 4.3 toolbar showing the Insert Cell icon and drop-down list, which is the third icon in the Insert section..

    Section Tab Section tab from the BO 4.2 toolbar

    On toolbar - Insert > Insert Section Insert Section icon.

    The image below shows the location of Insert Section Insert Section icon on the toolbar:
    screenshot of the BO 4.3 toolbar showing the Insert Section icon, which is the fourth icon in the Insert section.

    After clicking in the report to add a section, the Define a New Section window displays in BO 4.3. This was called the Available Objects window in BO 4.2, but it functions the same.

    Comment Tab Comment tab from the BO 4.2 toolbar

    On toolbar - Insert > Insert Cell Insert Cell icon > Comment.

    The image below shows the location of Comment on the toolbar:
    screenshot of the BO 4.3 toolbar showing the Insert cell drop-down list and the Comment option in that list.

    Chart Tab Chart tab from the BO 4.2 toolbar

    On toolbar - Insert > Insert Chart Insert Chart icon.

    The image below shows the location of Insert Chart Insert Chart icon on the toolbar and the various chart options:
    screenshot of the BO 4.3 toolbar showing the Insert Chart drop-down list which is in the second icon in the Insert section of the toolbar.

    Once the chart is added to the report, the process of adding data has changed between BO 4.2, where objects are dragged into the chart, and BO 4.3, where objects are dragged between side panels.

    Screenshot of the BO 4.2 sidebar and an inserted chart, showing that objects from the sidebar are dragged and dropped onto the chart itself.

    In BO 4.2, objects are dragged from the Available Objects sidebar and dropped directly onto the chart.

    Screenshot of the BO 4.3 Main Panel, Properties Panel and chart, showing that objects from Main Panel - Document Objects are dragged and drop onto the chart components listed on the Properties Panel - Report Element Data panel.

    When a chart is added to a report in BO 4.3, the Properties Panel opens, showing the Report Element Data, which lists the individual parts of the chart. You need to open the Main Panel Main panel icon > Document Objects Document Objects icon, then drag and drop the desired object into the appropriate place in the chart on the Report Element Data panel.

    Tools Tab Tools tab from the BO 4.2 toolbar

    • Turn Into - On Properties Panel Properties Panel icon > Report Element Data Report Element Data icon > Feeding Panel Feeding Panel icon:

      The image below shows the location of Turn Into on the Properties panel Properties Panel icon:
      screenshot of the BO 4.3 toolbar showing the Insert cell drop-down list and the Comment option in that list.

    • Set as section - Right-click on cell and select Set as Section.

      The image below shows Set as Section as is displays in a cell's contextual menu:
      screenshot of the BO 4.3 contextual menu that displays when you right-click on a cell that can be turned into a section.

      You can also use the Insert Section button in the Insert section of the toolbar. However, it does not automatically create the section based on the selected cell; you need to specify where the section is inserted and define the data.

    Position Tab Position tab from the BO 4.2 toolbar

    • Order - Right-click on element and select Order.

      The image below shows the contextual menu that displays when you right click on an element. Selecting Order displays the order options.
      screenshot of BO 4.3 contextual menu when you right-click on an element and the Order option in the menu.

    • Align - Right-click on elements and select Align.

      The image below shows the contextual menu that displays when you right click on multiple selected elements. Selecting Align displays the alignment options.
      screenshot of the BO 4.3 contextual menu that displays when you right-click on selected elements and shows the Align option.

    Linking Tab Linking tab from the BO 4.2 toolbar

    • Linking / Document - Right-click on element and select Hyperlink

      The image below shows the contextual menu that displays when you right click on an element. Selecting Hyperlink displays the Add Hyperlink option.
      screenshot of BO 4.3 contextual menu when you right-click on an element and the Hyperlink - Add Hyperlink option in the menu.

      BO 4.3 does not have separate configuration windows for linking to web pages and documents. All settings are on a single window.

    • Element Link - There are two options. 1. Right-click on element and select Element Link or 2. Properties panel Properties Panel icon > Report Element Data Report Element Data icon > Element Link Element Link icon

      The image below shows how to access Element Link and its sub-options from a contextual menu:
      screenshot of the BO 4.3 contextual menu that displays when you right-click on selected elements and shows the Element Link option.

      The image below shows how to access Element Link from the Properties panel Properties Panel icon:
      screenshot of the Properties Panel - Report Element Data - Filter Panel showing the Element Link tab and the Create Element Link link.

      BO 4.2 uses a wizard to walk through creating an Element Link. All Element Link settings are on a single window in BO 4.3.

    • Shared Element - There are two options. 1. Right-click on element and select Shared Element > Save As... or 2. On toolbar - Insert > More three-dot more icon > Shared Element.

      The image below shows how to access Shared Element > Save As... from a contextual menu:
      screenshot of the BO 4.3 contextual menu that displays when you right-click on selected element and shows the Shared Element option.

      The image below shows how to access Shared Element from the toolbar:
      screenshot of the BO 4.3 toolbar showing the Insert section with the three-dot menu clicked and the Shared Element option visible.

      If an element has already been used in a document and needs to be inserted elsewhere in that document, use the Main Panel Main panel icon > Shared Elements Panel Shared Elements panel icon. Click the three-dot More three-dot more icon menu and select Insert:
      screenshot of the BO 4.3 toolbar showing the Main Panel - Shared Elements panel with the three-dot menu clicked and the Insert Element option visible.

    Table Layout Tab Table Layout tab from the BO 4.2 toolbar

    • Break - There are two options. 1. Right-click on element and select Data > Add Break, or 2. Properties panel Properties Panel icon > Report Element Data Report Element Data icon > Break Panel Break Panel icon.

      The image below shows how to access Data > Add Break from a contextual menu:
      screenshot of BO 4.3 contextual menu when you right-click on an element and the Data - Add Break option in the menu.

      The image below shows how to access Add a Break from the Break Panel Break Panel icon:
      screenshot of BO 4.3 Properties Panel - Report Element Data - Break Panel showing the Add Break option.

    • Insert: Right-click on element and select Insert:

      The image below shows how to access Insert and its sub-choices from a contextual menu:
      screenshot of BO 4.3 contextual menu when you right-click on an element and the Insert option in the menu.

    • Header / Footer - There are two options. 1. Properties Panel Properties Panel icon > Report Element Data Report Element Data icon > Break Panel Break Panel icon, or 2. Properties Panel Properties Panel icon > Report Element Format Report Element Format Panel icon > Display Settings Display Settings icon.

      The image below shows how to access Header and Footer from the Break Panel Break Panel icon:
      screenshot of BO 4.3 Properties Panel - Report Element Data - Break Panel showing the Header and Footer checkboxes.

      The image below shows how to access Header and Footer from the Display Settings Display Settings icon:
      screenshot of BO 4.3 Properties Panel - Report Element Format - Display Settings showing the Header and Footer checkboxes.

    Behaviors / Cell Behaviors / Section Behaviors Tabs Behaviors tab from the BO 4.2 toolbar

    • Hide (Table) There are two options. 1. Right-click on table and select Hide, or 2. Properties Panel Properties Panel icon > Report Element Format Report Element Format Panel icon > Display Settings Display Settings icon.

      The image below shows how to access Hide from a table's contextual menu:
      screenshot of BO 4.3 contextual menu when you right-click on a table and the Hide options in the menu.

      The image below shows how to access Hide from the Display Settings panel Display Settings icon:
      screenshot of BO 4.3 Properties Panel - Report Element Format - Display Settings showing the Hide options.

    • Hide (Column) - Right-click on a cell and select Hide > Hide Column.

      The image below shows how to access Hide from a cell's contextual menu:
      screenshot of BO 4.3 contextual menu when you right-click on a cell and the Hide - Hide Column option in the menu.

    • Page Break / Repeat - On Properties Panel Properties Panel icon > Report Element Format Report Element Format Panel icon > Layout Settings Layout Settings icon.

      The image below shows how to access Page Break and Repeat from the Layout Settings panel Layout Settings icon:
      screenshot of BO 4.3 Properties Panel - Report Element Format - Layout Settings showing the Break options.

    Section Layout Tab Section Layout tab from the BO 4.2 toolbar

    The Minimum Height setting is on Properties Panel Properties Panel icon > Report Element Format Report Element Format Panel icon > Layout Settings Layout Settings icon.

    The image below shows how to access the Minimum Height settings on the Layout Settings panel Layout Settings icon:
    screenshot of BO 4.3 Properties Panel - Report Element Format - Layout Settings showing the Minimum Height setting.

    Formatting Tab

    Formatting tab from the BO 4.2 toolbar BO 4.2 Toolbar - Formatting tab

    Formatting options are on Properties Panel Properties Panel icon > Report Element Format Report Element Format Panel icon panel.

    The image below shows the Report Element Format panel Report Element Format Panel icon as it looks when a cell is selected. The sub-tabs and settings are different depending on the type of element selected (e.g., cell, table, section):
    screenshot of the BO 4.3 Properties Panel - Report Element Format panel with the three formatting icons highlighted.

    When a cell is selected, as in this example, there are three tabs - Appearance Settings Appearance Settings icon, Text Settings Text Settings icon, and Layout Settings Layout Settings icon.

    Data Access Tab

    Data Access tab from the BO 4.2 toolbar BO 4.2 Toolbar - Data Access tab - Each function is listed below with an explanation of its BO 4.3 location.

    Data Providers Tab Data Providers tab from the BO 4.2 toolbar

    • Edit - On toolbar - Query > Edit Edit icon.

      The image below shows the location of Edit Edit icon in the Query section of the toolbar:
      screenshot of the BO 4.3 Design Mode toolbar showing the Edit icon, which is the first icon in the Query section.

      The Query Panel that displays is the same as in BO 4.2 with the exception of button and tab locations.

      Screenshot of the BO 4.2 Query Panel screen and the BO 4.3 Query Panel screen showing that the Run button is at the bottom, and report tabs are at the top in BO 4.3.

      There are minor differences between the Query Panel screens. In BO 4.3, the buttons for Run, Apply Changes and Close (no longer under the Close drop-down list), and Cancel (replaces Revert Changes and Close option under the Close drop-down list) are at the bottom of the screen. If a report has multiple queries, they are listed near the top of the screen in BO 4.3.

    • Purge - On toolbar - Query > More three-dot more icon > Purge Data.

      The image below shows the location of Purge Data in the Query section of the toolbar under the More three-dot more icon menu:
      screenshot of the BO 4.3 Design Mode toolbar showing the Query section with the three-dot menu expanded showing the Purge Data option.

    • Refresh - On toolbar - Query > Refresh Refresh icon.

      The image below shows the location of Refresh Refresh icon in the Query section of the toolbar:
      screenshot of the BO 4.3 design Mode Toolbar with the Refresh icon highlighted. This is the second icon in the Query section.

      The drop-down list has options to refresh all the queries, or an Advanced refresh which allows for refresh of specific queries. The Prompts screen that displays has the same options but in a different interface.

      Screenshots of the BO 4.2 and BO 4.3 Prompts screens showing that prompts are now selected using checkboxes instead of move arrows.

      The image above shows the look and feel difference between the BO 4.2 Prompts window and the BO 4.3 Prompts window. The highlighted areas show the change between using arrows to select values and using checkboxes.

    Tools Tab Tools tab from the BO 4.2 toolbar

    On toolbar - Query > More three-dot more icon > Change Source.

    The image below shows the location of Change Source in the Query section of the toolbar under the More menu:
    screenshot of the BO 4.3 Design Mode toolbar showing the Query section with the three-dot menu expanded showing the change source option.

    Data Objects Tab Data Objects tab from the BO 4.2 toolbar

    • New Variable - There are two options. 1. Main Panel Main panel icon > Document Objects Document Objects icon > More three-dot more icon > Add a new variable or 2. Create New Variable Create new Variable icon on the Formula Bar.

      The image below shows where to add a new variable from the Document Objects panel Document Objects icon:
      screenshot of the BO 4.3 Main Panel - Document Objects panel showing the three-dot menu expanded with the New Variable option visible.

      The image below shows Create New Variable Create new Variable icon on the Formula Bar. The Formula Bar can be toggled on and off by using Formula Bar Formula bar icon in the Analyze section of the toolbar.
      screenshot of the BO 4.3 formula bar with the Add Variable icon highlighted.

    • Assign Reference - Right-click on the element and select Assign Reference.

      The image below shows how to access Assign Reference from a contextual menu:
      screenshot of the BO 4.3 contextual menu that displays when you right-click on an element with the Assign Reference option highlighted.

    • Merge - On Main Panel Main panel icon > Document Objects panel Document Objects icon. Select the dimensions being merged, click the More three-dot more icon menu next to the last selected dimension, and click Merge.

      The image below shows the Documents panel and how you access Merge once multiple dimensions are selected.
      screenshot of the BO 4.3 Main Panel - Document Object panel showing two dimensions selected and the three-dot menu visible with Merge highlighted.

      In this example, Disbursement Plan was selected, then while holding down Ctrl, Fund Code was selected. Since Fund Code was the last dimension selected, you use its More three-dot more icon button to access Merge.

    Analysis Tab

    Analysis tab from the BO 4.2 toolbar BO 4.2 Toolbar - Analysis tab - Each function is listed below with an explanation of its BO 4.3 location.

    Filters Tab Filters tab from the BO 4.2 toolbar

    • Filter: On Properties Panel Properties Panel icon > Report Element Data Report Element Data icon > Filter Filter bar icon.

      The image below shows how to access Filters on the Filter panel Filter bar icon:
      screenshot of the BO 4.3 Properties Panel - Report Element Data - Filter Panel.

      NOTE: Filter is also available from the contextual menu by selecting Data > Add Filter, which opens the panel shown above.

      A new filter is created in BO 4.3 by dragging the filter element from the Main Panel Main panel icon > Document Objects Document objects icon onto the Filter panel Filter bar icon then configuring the data in the window that displays.

      Screenshots of the BO 4.2 Filter window and BO 4.3 Filter panel showing that filters are created in BO 4.3 by dragging and dropping elements from the Document Objects panel to the Filter panel.

      The image above shows the functionality difference between the BO 4.2 Filters window and the BO 4.3 Filters panel. In BO 4.2, you click Add Filter, select the filter element on the Available Objects window, click OK, and configure the data on the Report Filter window. In BO 4.3, the filter element is dragged from the Document Objects panel Document Objects icon to the Filters panel. Once dropped onto the Filter panel, a configuration window displays.

    • Ranking - On Properties Panel Properties Panel icon > Report Element Data Report Element Data icon > Ranking Panel Ranking icon.

      The image below shows how to access Ranking on the Ranking panel Ranking icon:
      screenshot of the BO 4.3 Properties Panel - Report Element Data - Ranking Panel.

      NOTE: Rank is also available from the contextual menu by selecting Data > Add Rank, which opens the panel shown above.

    • Input Controls - On the Filter Bar. Toggle the Filter Bar from the toolbar - Analyze > Filter Bar Filter bar icon.

      The image below shows how to access New Input Control from the Filter Bar:
      screenshot of the BO 4.3 toolbar with the Show Filter Bar icon highlighted in the Analyze section. On the Filter bar, the Input Control drop-down menu is visible. This menu is on the far left of the filter bar.

      Input Controls in BO 4.3 are configured on a single window, rather than the multiple windows used in BO 4.2.

    Data Tracking Tab Data Tracking tab from the BO 4.2 toolbar

    Track and Show Changes - On toolbar - Analyze > More three-dot more icon > Track Data Changes and Show Changes.

    The image below shows how to access Show Changes and Track Data Changes from the More three-dot more icon menu in the Analyze section of the toolbar:
    screenshot of the BO 4.3 toolbar with the three-dot menu in the Analyze section visible, showing the Track Data Changes and Show Changes options.

    Display Tab Display tab from the BO 4.2 toolbar

    • Group: On Main Panel Main panel icon > Document Objects Document Objects icon > More three-dot more icon > Manage Groups.

      The image below shows how to access Manage Groups from the More three-dot more icon menu next to an object on the Document Objects panel Document Objects icon:
      screenshot of BO 4.3 Main Panel - Document Objects panel showing the three-dot menu next to an object selected and the Manage Groups item highlighted.

    • Break: There are two options. 1. Right-click on an element and select Data > Add Break or 2. on the Properties Panel Properties Panel icon > Report Element Data Report Element Data icon > Break panel Break panel icon.

      The image below shows how to add a break from the element's contextual menu:
      screenshot of BO 4.3 contextual menu when you right-click on an element and the Data - Add Break option in the menu.

      The image below shows how to add a break from the the Break panel Break panel icon:
      screenshot of BO 4.3 Properties Panel - Report Element Data - Break Panel showing the Add Break option.

    • Sort: On Properties Panel Properties Panel icon > Report Element Data Report Element Data icon > Sort Sort icon.

      The image below shows how to add a sort from the Sort panel Sort icon:
      screenshot of BO 4.3 Properties panel - Report element data - sort panel.

      NOTE: Sort is also available from the contextual menu by selecting Data > Add Sort, which opens the panel shown above.

    Conditional Tab Display tab from the BO 4.2 toolbar

    Formatting Rules and New Rule: There are two options. 1. On toolbar - Analyze > More three-dot more icon > Formatting Rules, or 2. right-click on element and select Formatting Rules.

    The image below shows how to access Formatting Rules from the toolbar:
    screenshot of BO 4.3 toolbar showing the three-dot menu in the Analyze section

    The image below shows how to access Formatting Rules from the element's contextual menu:
    screenshot of BO 4.3 contextual menu showing the formatting rules option

    Interact Tab Interact tab from the BO 4.2 toolbar

    • Drill: On toolbar - Analyze > More three-dot more icon > Drill

      The image below shows how to access Drill from the toolbar:
      screenshot of the BO 4.3 Design Mode Toolbar with three-dot menu in the Analyze section shown.

    • Filter Bar: On Properties Panel Properties Panel icon > Report Element Data Report Element Data icon > Filter Bar panel Filter Bar icon

      The image below shows how to access the Filter panel Filter Bar icon:
      screenshot of the BO 4.3 the Properties Panel - Report Element Data - Filters panel.

    • Outline: On toolbar - Display > More three-dot more icon > Fold/Unfold.

      The image below shows how to access the Fold/Unfold on the toolbar:
      screenshot of the BO 4.3 toolbar showing the three-dot menu in the Display section.

    Functions Tab Functions tab from the BO 4.2 toolbar

    Right-click on the cell and select Footer Calculation > desired option.

    The image below shows how to access the Footer Calculation options on the cell contextual menu:
    screenshot of the BO 4.3 contextual menu showing the Footer Calculation option with the function sub-options.

    Page Setup Tab

    Page Setup tab from the BO 4.2 toolbar BO 4.2 Toolbar - Page Setup tab - Each function is listed below with an explanation of its BO 4.3 location.

    Report Tabs - Report, Report Name, Move Report

    In the drop-down list next to the report's name.

    The image below shows how to access various report options from the drop-down list next to the report's name:
    screenshot of the BO 4.3 report list that displays above the reports, showing the drop-down list expanded.

    Page, Header, Footer, Scale to Page, Margins, Display

    On Properties Panel Properties Panel icon > Report Element Format Report Element Format Panel icon > Display Settings panel Display Settings icon, Appearance Settings panel Appearance Settings icon and Layout Settings panel Layout Settings icon.

    The image below shows the tabs on the Properties Panel Properties Panel icon that contain the report formatting options:
    screenshot of the BO 4.3 Properties - Report Element Format Panel.

    Contextual Menus

    Contextual menus are accessed by right-clicking on a report element. There are four main contextual menus which are based on the type of element selected - Report, Section, Table, and Cell. Each of these are listed below, with explanations of the differences between the 4.2 and 4.3 menus.

    Report Contextual Menu

    screenshot of the BO 4.2 Contextual menu that displays when right-clicking on the report and the BO 4.3 Contextual menu of the same type. Arrows show that Filter is BO 4.2 is under Data in BO 4.3, and Format Report exists as the last item in both menus.

    Options changed from BO 4.2 to BO 4.3:

    • Cut, Copy, Paste - Cut and copy options are not available from the menu in BO 4.3. Paste displays in the BO 4.3 menu if there is something on the clipboard that can be pasted.
    • Insert - The elements to insert (e.g., table, report element, etc.) are accessed from the Insert section of the BO 4.3 toolbar.
    • Refresh - Available on the BO 4.3 toolbar.
    • Show Structure / Show Results - Available on Main Panel Main panel icon > Show Report Structure; since this is a panel in BO 4.3, the Show Results option is no longer needed.
    • Start Drill - Available in the More three-dot more icon menu in the Analyze section of the BO 4.3 toolbar.

    Options on both menus:

    • Filter / Data - Filter is Data in BO 4.3.
    • Format Report

    New BO 4.3 option:

    • Copy Link of the Report
    • Hide - Hides the report.

    Section Contextual Menu

    screenshot of the BO 4.2 Contextual menu that displays when right-clicking on a report section and the BO 4.3 Contextual menu of the same type. Arrows show that Filter is BO 4.2 is under Data in BO 4.3, and Format Report exists as the last item in both menus.

    Options changed from BO 4.2 to BO 4.3:

    • Cut, Copy, Paste - Cut and copy options are not available from the menu in BO 4.3. Paste displays in the BO 4.3 menu if there is something on the clipboard that can be pasted.
    • Insert - The elements to insert (e.g., table, report element, etc.) are accessed from the Insert section of the BO 4.3 toolbar.
    • Refresh - Available on the BO 4.3 toolbar.
    • Report - There are several options under this selection in BO 4.2:
      • Show Structure / Show Results - Available on Main Panel Main panel icon > Show Report Structure; since this is a panel in BO 4.3, the Show Results option is no longer needed.
      • Start Drill / Show Changes - Available in the More three-dot more icon menu in the Analyze section of the BO 4.3 toolbar.
      • Format Report - Available on Properties Panel Properties Panel icon > Report Element Format Report Element Format Panel icon.

    Options on both menus:

    • Delete
    • Edit Section
    • Filter & Sort - Filter and Sort are under Data in BO 4.3.
    • Hide
    • Format Section

    New BO 4.3 option:

    • Copy Link of the Section

    Table Contextual Menu

    screenshot of the BO 4.2 Contextual menu that displays when right-clicking on a table in a report and the BO 4.3 Contextual menu of the same type. Arrows show that all but one BO 4.2 function, align, is also in BO 4.3 menu.

    Options changed from BO 4.2 to BO 4.3:

    • Align - Available on Properties Panel Properties Panel icon > Report Element Format Report Element Format Panel icon > Layout Settings Layout Settings icon.

    Options on both menus:

    • Cut, Copy - Paste displays in the BO 4.3 menu if there is something on the clipboard that can be pasted.
    • Comment
    • Delete
    • Turn Into
    • Assign Data
    • Linking - This is Element Link in BO 4.3.
    • Filter, Sort & Break - These functions are under Data in BO 4.3.
    • Hide
    • Order
    • Format Table

    Cell Contextual Menu

    screenshot of the BO 4.2 Contextual menu that displays when right-clicking on a cell in a report and the BO 4.3 Contextual menu of the same type.

    Options changed from BO 4.2 to BO 4.3:

    • Turn Into - Available on Properties Panel Properties Panel icon > Report Element Data Report Element Data icon > Feeding Panel Feeding Panel icon
    • Edit Formula - To see the current formula for a cell, click the Formula Bar in the Analyze section of the toolbar. The bar displays above the report. To access the Formula Editor, click Display Formula Editor on the Formula bar.
    • Drill - Available in the More three-dot more icon menu in the Analyze section of the BO 4.3 toolbar.
    • Group - Available from the Main Panel Main panel icon > Document Objects Document Objects icon; click the More three-dot more icon menu next to an object and select Manage Groups.

    Options on both menus:

    • Cut, Copy - Paste displays in the BO 4.3 menu if there is something on the clipboard that can be pasted.
    • Comment
    • Insert - The Count, Min, and Max options are under Footer Calculation on the BO 4.3 menu.
    • Delete
    • Merge
    • Clear Contents - This is under Content in BO 4.3.
    • Set as Section
    • Linking - This is Hyperlink and Element Link in BO 4.3.
    • Assign Reference
    • Filter, Ranking, Sort & Break - These functions are under Data in BO 4.3.
    • Hide
    • Formatting Rules
    • Format Number - This is Format Display in BO 4.3.
    • Format Cell - This is Format Table Cell in BO 4.3. The Text formatting options are in Format Table Cell.

    New BO 4.3 option:

    • Footer Calculation - The Count, Min, and Max options are in the Insert menu in BO 4.2. This has been expanded to include Sum, Average, Percent, and Default Aggregation.