1. Natixis Advisors L.P. - SAP BusinessObjects Web Intelligence XIV4 Report Design Advanced Page 1
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Natixis Advisors L.P.
Web Intelligence XIV4 Report Design Advanced
Activity Workbook
Sales and Assets Universe
Advanced Query Techniques
Lesson 2 Exercise 1 – Combined Queries
Use Combine Query functionality to retrieve a varied list of Product Group Names
• Create a Query from the Sales & Assets Universe with the following parameters:
Objects:
1. Class – Product/SleeveProduct Object – Fund Family
2. Class – Product/SleeveProduct Object – Product Group Name
3. Class – MetricsSales MetricsDate Relative MetricsGross Sales – Time Relative
Object – Gross YTD
4. Class – MetricsSales MetricsDate Relative MetricsGross Sales – Time Relative
Object – Gross Prior Year
Query Filters:
1. Class – Product/SleeveProduct Filter – Fund Family of Natixis
• Run the query.
• Place a count calculation on
the Product Group Name
Column.
• Note the number of rows
returned (in this case 171).

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Calculation Context
Lesson 3 Exercise 1 – Extended Output Context syntax
Create document variables that manipulate data calculation and aggregation
• Create a Query from the Sales & Assets Universe with the following parameters:
Objects:
1. Class – Product/SleeveProduct Object – Product Group Name
2. Class – MetricsSales MetricsDate Parameter Metrics Object – Gross Sales
Query Filters:
1. Class – System of Record/Source Transaction Type Filter Object – Sales Detail Only – MARS
2. Class – MetricsSales MetricsDate Parameter Metrics Filter – Gross Sales Not Equal 0 (zero)
• Run the query.
• Save the document to your Natixis BOBJ Training folder as “Output Context - Average”.
• Apply a Sum, a Count and an Average calculation on the Gross Sales column.
• Create a one-time formula that manually calculates the average for the block using the numbers displayed
in the block footers.
• Use relative positioning to place the cell 0 (zero)
inched from the left side of the block and .3 inched
from the bottom of the block.
• Formula for this data set would be
=63752464507/162

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• Create a variable that calculates and displays the Average for the table that can be placed at the row level, use
the ForAll keyword:
Variable Name
1) Ave Gross Sales for Prod. Group Name
Syntax
• Project the Ave Gross Sales for Prod. Group Name variable to become the last column in the table.
• Return to the query panel, add the following object:
Objects:
1. Class – Product/SleeveProduct Object – Product Asset Sub Class
• Run the query.
• Project Product Asset Sub Class to be the first column in the block.
(Note: the average doesn’t calculate properly for the entire table)

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• Create another variable that calculates the average for the new table that can be placed at the row level, use the
ForAll keyword:
Variable Name
2) Ave Gross Sales for Prod. Group Name, Asset Sub Class
Syntax
• Project this variable to become the last column in the table
• Create a third variable that calculates the average for the table that can be placed at the row level regardless
what objects are in the block, use the In and Block keywords:
Variable Name
3) Average Gross Sales In Block
Syntax
• Project this variable to become the last column in the table
• Remove Product Asset Sub Class from the block.
• Close the document.

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Character and Date String Functions
Lesson 4 Exercise 1 – Functions in Variables
Create document variables that manipulate string and date values from universe objects
• Modify the Output Context - Average Query from the Natixis BOBJ Training folder:
• Add/remove the following result objects and query filters:
Add Objects:
1. Class – DateConfirm Date Object – Confirm Full date
2. Class – DatesTrade Date Object – Trade Full Date
Remove Objects:
1. Class – Product/SleeveProduct Object – Product Asset Sub Class
Add Query Filters:
1. Class – DateConfirm Date Filter – Confirm Year Number of
2012
2. Class – Product/SleeveProduct Filter – Only Product Group Names that begin
with NATIXIS (Hint: use Matches Pattern)
• Run the query
• Add a report to the document
• Project all objects in the order as shown below:
• Add a blank cell above the block; insert the text – “Natixis Group”.