Note sulla versione di WorldShare Reports, novembre 2024
Release Date: 10 November 2024
Introduzione
This release of WorldShare Reports provides new features and enhancements. These features will help you manage more complex workflows, including:
- Utilize upgraded SAP BusinessObjects reporting platform from version 4.2 to 4.3
- Utilize the new instances manager screen to track all of your report schedules
- Favorite a report for quick retrieval and execution
Azioni consigliate
For this release, we recommend that you review the following checklists and complete the relevant tasks to adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether other items might require additional action or follow up by your institution.
Azioni amministrative
Questi item richiedono un'azione o una decisione immediata.
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Please ensure reporting staff members are aware of the interface changes by having them review these release notes and the associated training videos and documentation. The refreshed interface has relocated many reporting functions within WorldShare Reports and Report Designer. |
Azioni successive
Al fine di mantenere il personale informato sulle nuove funzionalità e modifiche, è possibile prendere in considerazione anche questi elementi.
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Compile and submit any post-release follow-up questions to our Office Hours session, which is planned for 19 November 2024, 11:00 AM EST. Register and submit questions here. |
Nuove funzionalità e miglioramenti
SAP BusinessObjects platform upgrade from version 4.2 to 4.3
Getting Started
Cosa cambierà?
- L'aspetto di BusinessObjects è nuovo.
- Il nuovo riquadro Istanze fornisce un'unica posizione per la visualizzazione e la gestione dei report pianificati.
- Users can schedule reports to multiple destinations in a single instance.
- I report possono essere contrassegnati come preferiti e visualizzati dalla home page.
- Most actions are one-click actions (vs. double-click). E.g., navigating folders and executing reports
Cosa non cambierà?
- Le cartelle personali e pubbliche esistenti vengono mantenute.
- Tutti i report correnti sono ancora disponibili.
- Existing scheduled reports will maintain their current schedule
Launching reports from links in WMS
For institutions that do not have Report Designer, the interface changes will be minimal. You will continue to launch reports via the report links, and a new browser tab will open with the report results displayed. Some icons and filter locations have changed, e.g., input controls are now across the top instead of left of the report.
BI Launch Pad
When Report Designer is launched, it opens in the Folders section of the Classic Launch Pad. You can easily navigate from this page to others, such as Home and Web Intelligence.
If you navigate to the Classic Launch Pad Home page, it is divided into five screens, indicated by tabs at the top of the page:
- Home
- Preferiti
- Documenti recenti
- Eseguiti di recente (rapporti programmati)
- Applications
Navigazione
| Funzione | Come accedere in 4.2 | Come accedere in 4.3 |
|---|---|---|
| Cartelle | Navigate to Analytics > Reports > Classic Launch Pad. Report Designer opens with the Documents screen and the Folders left navigation displayed by default. | Navigate to Analytics > Reports > Classic Launch Pad. The Folders screen opens by default. Click the Home button (  ) to access all of the other functions in BO 4.3. |
| Home | Navigate to Analytics > Reports > Classic Launch Pad and then click the Home tab. | Navigate to Analytics > Reports > Classic Launch Pad and click the Home button () on the Folders screen. The Home screen provides tiles to access six screens, including the new Instances feature. Click a tile to access its contents. The table below maps how you currently access various Report Designer components compared with where you will access them in the upgraded Report Designer. |
| Documenti | Navigate to Analytics > Reports > Classic Launch Pad. | Navigate to Analytics > Reports > Classic Launch Pad > Home button ( ) > Documents. |
| Istanze | N/A | Nuova funzionalità disponibile nella versione 4.3 |
| Cestino | Navigate to Analytics > Reports > Classic Launch Pad > Recycle Bin. | Navigate to Analytics > Reports > Classic Launch Pad > Home button ( ) > Recycle Bin. |
Sezione Preferiti
The Favorites section displays tiles to open reports and folders you have marked as favorites without navigating to their saved location. If you have more favorites than can be displayed on the Classic Launch Pad, it displays the most recently accessed favorites and adds a link to view all of your favorites. The image below shows the new Favorites section in Report Designer. The icon and label on the tile indicate if it is a file or folder.
Note: The Favorites section differs from the My Favorites folder in the current BusinessObjects. In 4.3, you will access your personal reports formerly saved in My Favorites by navigating to Home > Folders > Personal Folders.
Sezioni Documenti recenti, Eseguire di recente (rapporti programmati) e Applicazioni
The Recent Documents and Recently Run (scheduled reports) sections show documents you have recently accessed. Click a tile to open the document. The Applications section is where you launch Report Designer.
Se una sezione non include riquadri, viene visualizzato un messaggio che informa che non sono attualmente disponibili elementi.
Updated Design toolbars
Le funzioni degli elementi del report si trovano nella sezione Inserisci
The Insert section of the version 4.3 toolbar displays icons to insert tables, charts, and cells, along with an icon to insert a section. Click the More menu button (
) to add shared and custom elements. These options are all currently found on the toolbar's Report Elements tab.
Le funzioni di accesso ai dati sono in due posizioni
The Data Providers functions of the version 4.3 toolbar display icons to select a new data provider, edit an existing query, purge the data of a current query, refresh the current queries, and change the source of your data in Design mode. Click the Add a New Variable button (
) to access data objects that allow you to create new variables. These options are all currently found on the toolbar's Data Access tab. Also please see the updated icon for editing the data provider (your query).
Le funzioni di analisi si trovano nella sezione Analizza
The Analysis functions of the version 4.3 toolbar display icons to show/hide the filter bar and formula bar. Click the More menu button () for options to drill down, show changes, track data changes, and access formatting rules. These options are all currently found on the toolbar's Analysis tab.
Le funzioni di impostazione pagina sono in due posizioni
The Page Setup functions in version 4.3 toolbar are located in the Build side panel. Open the Build side panel, click the Appearance settings button, and then click the Display settings button or the Layout Settings button to adjust the page orientation, header, footer, margins and more. You can also click the drop-down list button for options to create a new report or a duplicate of the existing report, rename the report, or copy the link to the current report.
Funzioni di formattazione su un pannello laterale
The Formatting functions of the version 4.3 toolbar are located on the right-hand panel. Click the wrench button, then the Show report element format button to display the buttons for Display Settings, Appearance Settings, and Layout Settings. These options are all currently found on the toolbar's Formatting tab.
Note: The table and cell formatting options are also available by right-clicking on the element and using the contextual menu.
Main Toolbar changes (for Reading)
The Main toolbar in version 4.3 has been simplified. As a result, some of the options are now only visible via drop-down lists and More menu buttons.
- La possibilità di salvare ed esportare un report è disponibile nella sezione File della barra degli strumenti principale.
- L'opzione per aggiornare/eseguire un report si trova nella sezione Query.
Funzionalità di gestione delle cartelle
Version 4.3 includes new options to make managing folders easier while maintaining the same access structure. New features include:
- Breadcrumbs che mostrano la gerarchia delle cartelle per facilitare la navigazione.
- A More menu button with options to view folder Properties, mark a folder as a favorite, get folder details, cut/copy the folder, and delete the folder.
The version 4.3 folder display is similar to the existing folder display, with the folder structure in the left-hand panel and the folder content in the main panel. Each folder listed in the main panel now has a More menu button, allowing you to easily perform actions on the folder.
Gestione dei report aperti
Reports opened from the Classic Launch Pad no longer open in separate Web Intelligence windows by default. Instead, they open within the current application window unless the user preferences change. Click the page header drop-down list to view the open documents. Click a document to open it, or click the X to close it.
Prompts dialog box changes
The Prompts dialog box that displays when running/refreshing a report that includes data prompts has a new look and feel. There is also a change in how data values are selected. Rather than moving values from one column to another, values are selected using checkboxes. This allows you to quickly select multiple values.
Input Control pane
The Input Controls pane, which allows users to add, edit, or remove input controls, has been moved from the left side of the Report Designer UI to the right side under the Build side panel.
È possibile modificare gli elementi del report facendo clic sul pulsante Modifica.
In Reading mode, input control selections are now across the top of the report instead of on the left side.
Modificare la programmazione del report
The interface for scheduling reports has been updated. Scheduling options are now grouped under two menus:
- General - This menu contains the options for Instance Title, Recurrence, Events, Scheduling Server Group, and Destinations.
- Caratteristiche report - Questo menu contiene le opzioni per Prompt, Formati e Regole di consegna.
Note that you can now use multiple destinations for your scheduled reports, Default Enterprise Location and File System (which sends files to My Files in WMS).
Note: When selecting File System to deliver your scheduled reports to My Files, you must select the Use default settings checkbox to ensure your files get delivered.
Utilize new instances manager screen to track your report schedules
New instances feature for managing report schedules
A new Instances tile provides a single place for viewing and managing scheduled reports. It displays an overview of all scheduled reports that you have run and provides their status. Within Instances, you can filter by date, instance status, document type, or title.
Favorite a report for quick retrieval and execution
Applying a favorite indicator to your most utilized reports
There are multiple locations where you can set a report or folder as a favorite. These will then appear as a tile in the Favorites section of the Home page.
Collegamenti importanti
Post-release session
To help you address any questions you may have with the new features, enhancements, and improvements included in this release, there is an Office Hours session scheduled. Please note the session time zone when registering. The session will be recorded and archived for future viewing on the OCLC Community Center. Please register, even if you cannot attend, to receive a link to the recorded session.
WorldShare Reports and Report Designer post-release Office Hours session
Date: 19 November 2024, 11:00 AM EST
Registration: Register here
Siti web di supporto
Le informazioni di supporto per questo prodotto e i prodotti correlati sono disponibili all'indirizzo: