BusinessObjects 4.3 - Function Changes (Reading Mode)

Overview

This document provides a guide to locating BusinessObjects (BO) 4.2 functions when working on a report in Reading 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.

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

Contents

Reading Mode Toolbar

Side Panel

Status Bar

Reading Mode Toolbar

screenshot of the BO 4.2 Reading Mode Toolbar BO 4.2 Toolbar - Toolbar icons are listed below with an explanation of their BO 4.3 locations.

New New icon from the BO 4.2 toolbar

No longer on toolbar. To create a new report, go to the BI Launch Pad and click Web Intelligence.

Open Open icon from the BO 4.2 toolbar

No longer on toolbar. To open a report, go to the BI Launch Pad, navigate to the report and open it.

Save / Save As Save icon from the BO 4.2 toolbar

In File section of toolbar:
screenshot of the BO 4.3 Reading 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

Available under the three-dot menu in the File section of the toolbar:
screenshot of the BO 4.3 Reading 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

No longer on toolbar. Use the browser's Find function if you need to search the document.

History History icon from the BO 4.2 toolbar

No longer on toolbar. To view the instances history of a document, go to the BI Launch Pad, navigate to the document, click the three-dot menu on the document's tile or row, and select 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

In File section of toolbar:
screenshot of the BO 4.3 Reading Mode Toolbar with the Export icon highlighted. It is the fourth icon in the File section of the toolbar.

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

Send to BI Inbox is available under the three-dot menu in the File section of the toolbar:
screenshot of the BO 4.3 Reading Mode Toolbar with the three-dot menu highlighted to show the Print 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

In File section of toolbar.
screenshot of the BO 4.3 Reading Mode Toolbar with the Undo and Redo icons highlighted. The icons are the second and third icons in the File section.

Refresh Refresh icon from the BO 4.2 toolbar

In Query section of toolbar:
screenshot of the BO 4.3 Reading Mode Toolbar with the Refresh icon highlighted. This is the only icon in the Query section.

There is no longer an option to refresh specific queries; you can only refresh all. 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.

Track (Track, Show Changes, Display Options) Track icon from the BO 4.2 toolbar

There are Show Changes Show Changes Icon and Track Data Changes Track Data Changes icon icons in the Analyze section of the toolbar:
screenshot of the BO 4.3 Reading Mode Toolbar with the Track Data Changes and Show Changes icons highlighted. These are the third and fourth icons in the Analyze section.

The Display Options are on the Track Data Changes screen on the Tracking Options tab.

Drill Drill icon from the BO 4.2 toolbar

In Analyze section of toolbar:
screenshot of the BO 4.3 Reading Mode Toolbar with the Drill icon highlighted. This is the second icon in the Analyze section.

The drill feature is now called Enable Navigation. It functions the same in BO 4.2 and BO 4.3.

Filter Bar Filter Bar icon from the BO 4.2 toolbar

In Analyze section of toolbar:
screenshot of the BO 4.3 Reading Mode Toolbar with the Filter Bar icon highlighted. This is the first icon in the Analyze section.

Filters can only be applied in Design mode. If there is not currently a filter on the report, clicking Filter allows you to view a summary of the current prompts used in the report.

If a report has a filter applied, the Filter icon has a dot next to it. When you click the icon, its background turns dark and the filter bar displays:

screenshot of the BO 4.3 Reading Mode Toolbar. The filter icon has a dark background and the prompts and filters are shown in the filter toolbar below the main toolbar and above the report.

Click the X next to a filter to remove it. You cannot add or edit a filter.

Freeze Freeze icon from the BO 4.2 toolbar

In Display section of toolbar:
screenshot of the BO 4.3 Reading Mode Toolbar with the Freeze icon highlighted. This is the first icon in the Display section.

The icon only freezes the headers. To freeze specific columns, right-click on the table and click the Freeze icon that displays to the right of the table.

Screenshot of a report table showing the Comments and Freeze icons that display to the right of the table when you right-click on a report cell and the Freeze Header dialog box that displays when you click the Freeze icon. The Freeze Header box has options to Freeze Header Rows, and also a Freeze First Data Columns with a plus/minu selector to specify the number of columns.

The image above shows how the Freeze icon displays to the right of the table when you right-click in a cell. Once clicked, the Freeze Header options display.

Outline Outline icon from the BO 4.2 toolbar

In Display section of toolbar:
screenshot of the BO 4.3 Reading Mode Toolbar with the outline icon highlighted. This is the second icon in the Display section.

The Outline is now Enable Folding/Unfolding of Breaks and Sections. You still click the arrows that display to fold/unfold a report element.

Side Panel

The BO 4.2 left-hand panel includes five functions: Document Summary, Navigation Map, Input Controls, User Prompt Input and Comments.
screenshot of the BO 4.2 left-hand panel.

In BO 4.3, this is the Main Panel and is on the right side. Click the Show Main Panel icon to open the panel.
screenshot of the BO 4.3 Show Main Panel icon which is on the right side of the screen next to the Reading and Design toggle.

Document Summary

On the Main Panel, click Show Document Properties:
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.

The properties panel has been simplified in BO 4.3. There is no longer a Parameters section, and the data shown in the Document Options and Data Options sections have been reduced.

On the Main Panel, click Show Report Map:
screenshot of the BO 4.3 Main Panel showing the Show Report Map icon, which is the first icon on the panel.

The information shown on the panel is the same in both BO 4.2 and BO 4.3, however how you interact with the panel has changed. Instead of seeing all report tabs at once, you see only the currently selected tab. You drill down into the data by clicking the arrow next to a value, not using expandable/collapsible sections.

Screenshots of the BO 4.2 and BO 4.3 Navigation Map screens showing that the navigation map is now opened by clicking the Show Main Panel and Show Report Map icons

The image above shows the look and feel difference between the BO 4.2 Navigation Map panel and the BO 4.3 Report Map panel. The Report Map is opened by clicking Show Main Panel, then Show Report Map. To drill down into the data, click the arrow next to a value in the Report Map.

Input Controls

Not available in BO 4.3.

User Prompt Input

Not available in BO 4.3. Refresh the report to change the prompt values. To see a list of current prompt values, click Show Filter Bar and click the Prompts button.
screenshot of the BO 4.3 tool bar showing the Show Filter Bar icon in the Analyze section and the Prompts button that displays above the report when the filter bar is on.

Comments

On the Main Panel, click Show Comments:
screenshot of the BO 4.3 Main Panel showing the Show Comments icon, which is the second icon on the panel.

Status Bar

The Status Bar displays in BO 4.2 when enabled:
screenshot of the BO 4.2 Status Bar

The BO 4.3 status bar is dynamic; it displays at the bottom of the screen when your cursor is over the report:
screenshot of the BO 4.3 status bar.

Track Changes On/Off Track Changes indicator from the BO 4.2 status bar

Whether or not Track Changes is on is indicated by the Show/Hide Changes icon; if the icon is dark blue, it means changes are being shown:
screenshot of the BO 4.3 toolbar showing the Show/Hide Changes icon in the Analyze section is highlighted, meaning changes are being shown.

On the status bar:
screenshot of the BO 4.3 status bar with the page navigation buttons highlighted.

Quick Display and Page Mode The Quick Display and Page Mode icons on the BO 4.2 status bar

No longer on status bar. The status bar has options for Show Print Mode, Fit to Width and Fit to Page:
screenshot of the BO 4.3 status bar showing the Show Print Mode, Fit to Width and Fit to Page icons, which are the last three icons on the status bar.

Zoom The zoom field on the BO 4.2 status bar

On the status bar:
screenshot of the BO 4.3 toolbar showing the Zoom icon.

When clicked, the zoom percentage can be changed using a slider.

Refresh / Last Refresh The Refresh button and time of last refresh on the BO 4.2 status bar

Click Refresh in the Query section of the main toolbar to refresh the report.:
screenshot of the BO 4.3 Reading Mode Toolbar with the Refresh icon highlighted. This is the only icon in the Query section.

To see when the report was last refreshed, hover over the Refresh icon:
screenshot of the BO 4.3 Reading Mode Toolbar with the cursor over the Refresh icon to show the last refresh date.