Table Of ContentSAP BusinessObjects Live Office
User Guide
SAP BusinessObjects Enterprise XI 3.1 Service Pack 3
windows
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Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web
Intelligence, Xcelsius, and other Business Objects products and services mentioned
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2010-05-24
Contents
Chapter 1 About this document 7
Who should read this document .................................................................8
How to use this document...........................................................................8
Chapter 2 Getting Started with Live Office 11
Overview....................................................................................................12
About Live Office content ..........................................................................12
Live Office concepts.............................................................................13
Live Office object types .......................................................................17
Live Office architecture.........................................................................17
Live Office toolbar .....................................................................................17
Live Office ribbon menu.......................................................................20
To hide or show the Live Office toolbar................................................20
Logging on to BusinessObjects Enterprise................................................20
Chapter 3 Working with Crystal Reports Content in Live Office 23
Overview....................................................................................................24
Inserting Crystal Reports content..............................................................24
Logging on to secured databases........................................................24
Insert Wizard: Choose Document........................................................27
Insert Wizard: Specify Parameter Values ............................................29
Insert Wizard: Choose Data.................................................................31
Insert Wizard: Set Filters......................................................................34
Insert Wizard: Summary.......................................................................36
Summary page.....................................................................................37
Data Refresh Options................................................................................38
SAP BusinessObjects Live Office User Guide 3
Contents
Additional Info.......................................................................................40
Modifying Crystal Reports content.............................................................40
Viewing and modifying general object properties.................................40
Adding custom content to Live Office objects......................................42
Modifying parameter values.................................................................42
Modifying fields ....................................................................................45
Modifying filters....................................................................................46
Chapter 4 Working with Web Intelligence Content in Live Office 49
Overview....................................................................................................50
Upgrading content from the previous version......................................50
Inserting Web Intelligence content.............................................................51
Insert Wizard: Choose Document........................................................53
Insert Wizard: Specify Query Contexts................................................55
Insert Wizard: Specify Prompt Values..................................................57
Insert Wizard: Choose Data.................................................................58
Insert Wizard: Summary.......................................................................61
Summary page.....................................................................................61
Adding more Web Intelligence report parts...............................................62
Data Refresh Options................................................................................63
Additional Info.......................................................................................66
Modifying Web Intelligence content...........................................................66
Viewing and modifying general object properties.................................67
Modifying prompt values......................................................................68
Chapter 5 Working with Queries in Live Office 71
Overview....................................................................................................72
Inserting Queries.......................................................................................72
To launch the Live Office Insert Wizard................................................73
Insert Wizard: Choose Universe...........................................................75
4 SAP BusinessObjects Live Office User Guide
Contents
Insert Wizard: Specify Query................................................................76
Insert Wizard: Specify Query Context..................................................87
Insert Wizard: Specify Prompt Values..................................................89
Insert Wizard: Summary.......................................................................91
Summary page.....................................................................................91
Modifying Queries......................................................................................92
Viewing and modifying general object properties.................................92
Modifying prompt values......................................................................94
Changing the universe location............................................................96
Modifying the query definition...............................................................96
Modifying a query context....................................................................97
Chapter 6 Performing Common Tasks with Live Office Objects 99
Performing Common Tasks with Live Office............................................100
Modifying objects by report................................................................100
Publishing and Viewing Files..............................................................102
Saving your data locally and to the repository...................................106
Copying and pasting Live Office Objects...........................................106
Distributing objects via Outlook..........................................................108
Loading, updating, and refreshing existing content............................108
Removing Live Office objects.............................................................110
Chapter 7 Performing Advanced Tasks 111
Performing Advanced Tasks....................................................................112
Managing prompt and parameter settings ........................................112
Modify Object Refresh Order..............................................................119
Managing global Live Office properties..............................................120
Managing document security and access .........................................126
SAP BusinessObjects Live Office User Guide 5
Contents
Chapter 8 Troubleshooting Live Office 129
Enabling logging for Live Office...............................................................130
Sample Live Office log files ...............................................................130
Troubleshooting Live Office components................................................132
Problem: LiveOffice menu disappeared.............................................132
Problem: Object refresh failed............................................................133
Problem: Object sorting and filtering lost when refreshing.................134
Problem: Access denied to universe..................................................134
Live Office object size limitations.......................................................134
Chapter 9 Reference 137
Reference Sections.................................................................................138
Live Office Insert Wizard....................................................................138
Options dialog box..............................................................................139
Live Office Object Properties dialog box............................................143
Backward compatibility............................................................................143
Unsupported features.........................................................................144
Appendix A More Information 145
Index 149
6 SAP BusinessObjects Live Office User Guide
About this document
1
About this document
1 Who should read this document
Welcome to BusinessObjects Live Office User's Guide. Live Office lets
anyone, from business workers to experienced data analysts, easily retrieve
business information, create queries, perform calculations, and share answers
to business questions without having to understand complex database
languages and structures.
Live Office helps business workers like you easily embed accurate,
trustworthy up-to-date Crystal Reports or Web Intelligence information into
your Microsoft® Office documents, spreadsheets, emails, and presentations.
If you know how to create documents and spreadsheets, you'll have no
problem learning to use Live Office.
This guide provides comprehensive information and procedures to help you
to perform the following business tasks from within the Microsoft Office
application environment:
• Create simple queries and summary reports based on verifiable,
up-to-date, real-time information, to analyze data such as quarterly sales
figures; answer important business questions; and make informed
decisions.
• View, modify, and refresh existing queries quickly to suit your business
needs.
• Share the results with your colleagues securely over the web or intranet
for collaborative, strategic decision making.
Live Office, part of the BusinessObjects Productivity Pack, is one of a suite
of query and analysis products provided by Business Objects.
Who should read this document
This document is intended for business users of Microsoft Office applications
who want to work with Business Objects data within the Microsoft Office
application environment. You must be familiar with Microsoft Office Excel,
Word, Outlook, and PowerPoint, and you must have some familiarity with
BusinessObjects Enterprise to understand this guide.
How to use this document
This guide covers the following topics and tasks
8 SAP BusinessObjects Live Office User Guide
About this document
How to use this document 1
To do this… Go to this section …
Understand key Live Office concepts
About Live Office content
and product enhancements.
Create and modify Crystal Reports
documents fromwithin your Microsoft Inserting Crystal Reports content
Office applications.
Create and modify Web Intelligence
documents fromwithin your Microsoft Inserting Web Intelligence content
Office applications.
Build, edit, and refresh universe
queries from within your Microsoft Inserting Queries
Office applications.
Performing common tasks with Live
Performing Common Tasks with Live
Office objects such as saving docu-
Office
ments and removing objects.
Perform more complex Live Office
tasks such asmanaging prompts and
Performing Advanced Tasks
configuring Single Sign On authenti-
cation.
Enable Live Office logging and trou-
Troubleshooting Live Office
bleshoot common Live Office errors.
Review reference material including
backward compatibility information
Reference Sections
and a list of unsupported and depre-
cated features.
SAP BusinessObjects Live Office User Guide 9
About this document
1 How to use this document
10 SAP BusinessObjects Live Office User Guide
