How do I view the BI documents categorically?

  1. Tap the BIDoc_List_view(Browse) icon that appears in the toolbar. The left navigation panel appears.
  2. All the categories (including personal and corporate categories) to which you have assigned the BI documents on the server appear beneath All Reports in the left navigation panel. Tap a category to view the documents belonging to it.
    Note You can distinguish between the personal and corporate categories by observing the symbol that appears before the listed categories (the personal categories appear with a Personal_CategorySymbol(Personal) indicator next to them).

    In the Fiori theme, you can see the section Categories on the Overview page of the application. When you tap on Categories, you are directed to a page which contains a list of documents assigned to categories.

How do I assign a BI document to categories?

  1. Tap Information Icon (Information) that appears next to the BI document name on the Home screen.
  2. On the screen that appears, tap Assign Categories.
    The Choose Category pop up appears displaying the personal and corporate categories available on the server. (The categories to which the document is already assigned on the server are selected by default in the pop up.)
    Note The application only permits assignment to existing or new Personal categories. The corporate categories are disabled in the pop up, as you cannot assign or un-assign BI documents to corporate categories using the application.
    • To assign the document to existing categories, tap the required categories from the list in Choose Category pop up.
    • To assign the document to a new personal category, tap Create New Category, and enter a name of the category in the screen that appears. Tap Create.

      The category is created and the document is automatically assigned to the new category.

Note You cannot assign BI documents to categories in the Fiori theme.

How do I Favorite a BI document?

  1. Tap Information Icon (Information) that appears next to the BI document name on the Home screen.
  2. On the screen that appears, tap Assign Categories.
    • The Choose Category pop up appears displaying the personal and corporate categories available on the server.
  3. Tap Favorites from the list and tap Done.
    • The document is favorited, and a yellow star (indicating favorite) appears next to the listed document on the Home screen.
In the Fiori theme, follow the below steps to favorite a BI document.
  1. Swipe-left on the report you want to add as your favorite.
  2. Tap .

How do I create or edit personal categories?

  1. Tap the BIDoc_List_view(Browse) icon that appears in the toolbar. The left navigation panel appears.
  2. Tap MOBI Settings (Settings) at the top of panel and tap Edit Categories from the list that appears.
    • To create a new personal category, tap Create New Category.
      • Enter the new personal category name in the screen that appears and tap Create. A new personal category is created.
      • Tap on Done to exit from the "Edit Categories" screen.
    • To edit an existing personal category, tap on it.
      • On the screen that appears, modify the category name text as required and tap on Done. The category is edited.
      • Tap on Done to exit from the "Edit Categories" screen.
      Note
      • Personal categories appear with a red icon before them. Corporate categories are not editable.
      • You cannot edit or create personal categories in the Fiori theme.

How do I view my Favorites?

To view your favorites (bookmarked BI documents), tap MainMenu Icon 5.0.6 (Browse) in toolbar of the application to open the left navigation panel, and tap Favorites.

In the Fiori theme, you can see the Favorite Reports section, which is horizontally scrollable, in the Overview page.

How do I delete a downloaded BI document?

  1. Tap the Information Icon (Information) icon that appears next to the BI document name on the Home screen.
  2. On the screen that appears, tap Remove From My Items to delete the document.
To delete a downloaded BI document in the Fiori theme, follow the steps below:
  1. Swipe-left on the report you want to view.
  2. Tap .
  3. Choose Remove from Device.

How do I save a personalized view of a Web Intelligence report?

You may want to run a Web Intelligence report for a specific set of selection criteria, with specific filters or sorting applied, and then ‘save’ it. This personalized view is now a separate document available for both online and offline consumption.

Based on your selection criteria, once you have brought a BI document to a certain view after performing actions such as drill, filter and refresh, perform the following steps to create a personal view:
  1. Tap BI Report_Settings (Report Settings) to open the secondary toolbar of the BI document, and tap on Save View.
  2. In the pop up that appears, specify a Personal View Name and tap Done.
    • Your personalized view of the BI document is saved in device memory, and you can access it by tapping Personal Views in the left navigation panel (Browse menu) of the app.
Note Following are few things to note about personal views:
  • If you want a saved personal view to display the latest information from the server (in online mode), you need to explicitly Refresh the personal view after opening it. You can update the personal view with latest data from the server in 2 ways:
    • By tapping on the Refresh icon in the tool-bar of the opened personal view.
    • By tapping on the Update option that appears in the Information screen of the personal view document.
  • Personal views are supported on both Web Intelligence documents and their instances.
  • When you save a personal view, the application does the following:
    • Saves the state of Web Intelligence report. (In whatever state you left the report before saving the view, the same state is maintained when you access the personal view.)
    • Saves the history of server actions that you performed on the report before saving the personal view.
      On a personal view, you can perform all those server actions that you performed before saving the view. For example, if you drilled down in the report's charts or tables and applied filters, you can do the same actions after opening the personal view (even in offline mode of working).
      Note If the report has REL (report element linking), the application also records the sequence in which you have filtered data in the linked report parts. You can only use REL in the same sequence of linking.
  • Irrespective of whether you are in offline or online mode of working, you can perform only those actions on a saved personal view that you did before saving it.
    • For example, if you drilled down in report parts, but did not drill up, you cannot drill up in the personal view.
    • If the report has hierarchical tables, but you did not perform an expand or collapse on the nodes, you cannot expand or collapse nodes in the personal view.
    Note For a personal view, the application does not record the actions that are independent of server interaction (such as sort, re-order or freeze in tables). User can perform these actions in personal views anytime and in any order.
  • The maximum number of personal views that you can save on device depends on the value of Personal View Storage setting that you specify in Application Settings-> Additional Settings.
    Note If you specify 'None' as the personal view storage limit, you can save unlimited number of the personal views on your device.
Note For more information on the characteristics and limitations of personal views, refer to the Administrator and Report Designer's Guide published on the SAP Help Portal.

How do I refresh my document list (Home screen)?

You can refresh the Home screen using the pull-down gesture.

Additionally, the application Home screen is now auto-refreshed at regular intervals set by your administrator. When the Home screen is auto-refreshed, if server updates are available for your downloaded BI documents, the (Notifications) icon appears on the toolbar.In the Fiori theme, you can see the icon on the toolbar. You can view and fetch document updates from the Notifications panel that appears on tapping the Notifications icon.

How do I download BI documents?

Tap the (Download) symbol that appears over the document tile. (The app prompts you to assign categories to the BI document while downloading it. You can assign the document to multiple categories by selecting the available Personal categories from the list or by creating a new category. Once assigned, tap Done.)

On iPhone, in the Fiori application theme, swipe left on the report you want to download, and choose .

Note
  • You cannot download Dashboard, Lumira and Explorer content on your phone.
  • You cannot open a BI document when the download is in progress.

How do I set the default landing category?

 A personal category as well as a corporate category can now be defined as the default landing category. The default landing category is also enabled in offline mode.

To set the default landing category, proceed as follows.
  1. Tap (Settings) in the home screen.
  2. Choose Set Default Category. A list of available categories appears.
  3. Select the category that you want to set for default landing.
For more details on setting the default landing category, refer to the Administrator's Guide.
Note In iPhones with the Fiori theme, you cannot set the default landing category.