How do I view the BI documents categorically?
- Tap the
(Browse) icon that appears in the toolbar. The
left navigation panel appears. - 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) 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 view the meta-information of a BI document?
Tap the
(Information) icon that appears on the document tile (in
grid view of the screen) or next to the document name (in list view of the screen).
The Information screen appears displaying all the information
about the document (such as the author, the download date, and the document type).
On iPhone, in the Fiori theme, swipe left on the document whose
meta-information you want to see and tap
. Then choose
Document Information.
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
.
- 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 bookmark a BI document?
- Tap the
(Information) icon that appears over a BI document tile (in Grid View)
or next to the BI document (in List View) on the Home screen. - On the Information screen, tap +Favorite to add the document to your Favorites.
Once bookmarked, you can access the BI document directly by tapping Favorites in left navigation panel of the application.
On iPhone, in the Fiori theme, swipe left on the document you want
to add to Favorites and tap
.
How do I view my Favorites?
To view your favorites (bookmarked BI documents), tap
(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 edit the categories of a BI document?
- Tap the
(Information) icon that appears over a BI document tile (in Grid View)
or next to the BI document (in List View) on the Home screen. - On the Information screen, choose 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, select the required categories from the list in Choose Category pop up.
- To assign the document to a new personal category, choose
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.
How do I access the BI documents received in my BI Inbox on the server?
To view the BI documents that you have received in your Inbox (on the BI launch pad on server),
tap
(Browse) in toolbar of the application to open the left
navigation panel, and choose BI Inbox.
On iPhone, in the Fiori theme, you can see the BI Inbox category on the Overview page of the application. When you tap BI Inbox, you can see the list of documents published to your BI Inbox, for which you can perform the sort and the search operations.
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.
- Tap
(Report Settings) to open the secondary toolbar
of the BI document, and tap on Save View. - 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.
- 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.
How do I remove personal views from the device?
- By tapping Delete Personal View option that appears on the
Information
pop up of the personal view tile. - By erasing application data using

- By removing the server connection that has the BI report from which the personal views are created.
How do I delete a downloaded BI document?
- Tap the
(Information) icon that appears over the BI document tile (in Grid View
of Home screen) or next to the BI document name (in List View of the Home
screen). - On the Information screen, tap Remove From My Items to delete the document .
In iPhones with the Fiori theme, swipe left
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 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.
- Tap
(Settings)
in the home screen. - Choose Set Default Category. A list of available categories appears.
- Select the category that you want to set for default landing.


