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Mastering SAP BusinessObjects 2010

SAP BusinessObjects BI Tools


- In A Single Day

Ingo Hilgefort
BI Solution Architecture
SAP BusinessObjects (Canada)

Mastering SAP BusinessObjects 2010


What I’ll Cover

Agenda
•Crystal Reports – Hands-On
•Web Intelligence – Hands-On
•Xcelsius – Hands-On
•SAP BusinessObjects Explorer – Hands-On
•BI Widgets – Hands-On
•Common Best Practices

Mastering SAP BusinessObjects 2010


BI Solution : Enterprise Reporting
Product : Crystal Reports

Is the market leading standard in enterprise reporting that


provides connectivity to any type of data and empowers all
end users with a simple and scalable deployment model

„ The SAP standard enterprise reporting tool for all applications


The Standard in from SAP Business All-in-One to the SAP Business Suite
Reporting „ Easy access to Crystal Reports skills in the market

„ Precise object layout and positioning


Report
„ Complete control over font, layout, pagination
Formatting
„ High fidelity rendering in all clients and in print

Open „ Access to both SAP NetWeaver BW and SAP ERP data


Connectivity „ Access to virtually any data source or back-end system

„ Sort and filter without querying the database


End User
„ Embed Flash for powerful visualization and what-if scenarios
Empowerment
„ Interoperability with other clients like Pioneer

Enterprise „ Multiple broadcasting and file format options for enterprise-wide deployments
Deployment „ Consume reports offline with the Crystal Reports viewer

Mastering SAP BusinessObjects 2010


BI Solution : Enterprise Reporting
Product : Crystal Reports

Crystal Reports is the market leading tool for


highly formatted, pixel-perfect enterprise
reporting

Customer Requirements
ƒ Highly formatted reports
for forms, compliance, mass-distribution
ƒ Operational and tactical applications
with low interaction rate
(view static and parameterized reports)
ƒ Professional report layout (one-to-many approach)
ƒ Form-based, print-optimized reports
ƒ It enables the creation and modification of formatted
reports:
ƒ Report off of all sources of information in your
organization

© SAP 2008 / Page 5 Mastering SAP BusinessObjects 2010


BI Solution : Enterprise Reporting
Product : Crystal Reports

Mastering SAP BusinessObjects 2010


BI Solution : Ad-Hoc query, reporting & analysis
Product : Web Intelligence

Self-service ad hoc analysis and reporting enabling


casual users to ask questions on any data, make decisions,
and share information with others across the organization

Ad-Hoc
„ Self service reporting designed with the casual user in min
Reporting &
„ Users can analyze data and answer their questions in a single environment
Analysis

Combine
SAP & Non-SAP „ Combine data from SAP NetWeaver BW and non-SAP data, including Excel, in a single report
Data

Intuitive, „ Easy to use BI tool empowering end-users to access and analyze the information they need
Easy to Use „ Free-form layout with light formatting and printing capabilities

Accessible „ Web Intelligence reports can be viewed online, offline, on mobile devices, in dashboards,
Anywhere in MS Office, and on the desktop

This presentation and SAP's strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is
provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

Mastering SAP BusinessObjects 2010


Web Intelligence – Input Controls

Filter possibilities exposed


as simple widgets

Each widget can control one or 
more tables or charts

Authors can chose from Radio 
buttons, sliders, selectors, …

Mastering SAP BusinessObjects 2010


Web Intelligence – Fold / Unfold

Folds automatically 
adhere to report 
structure (sections,  Turn on feature as 
breaks, tables needed, no pre‐
definition by 
author required

Summary measures for 
sections, breaks 
facilitate identifying 
most salient details to 
unfold

Enables consumers to progressively explore details


most relevant to their analytical needs online & offline
Mastering SAP BusinessObjects 2010
Web Intelligence – BI Web Services

Take any report, table or 
chart with calculations,  Publish as 
multiple data sources,  Web Service
synchronizations, etc.

In addition to the data, 
parameters & 
metadata available as 
part of the WS payload

Enables power users to repurpose complex report content


in any application capable of consuming Web Services
Mastering SAP BusinessObjects 2010
Web Intelligence – Query on Query

Business Problem
Customers have silos of data and need to connect the dots between several sets
of data

Solution
Query on Query enables users to answer questions like:
• Among customers with more than $1m purchases (from Sales data source), which were in the
top box score from the customer satisfaction survey?
• What is the breakdown of managers who’ve visited premier customers last quarter?
• Which of the customers from my Excel file responded to the customer satisfaction survey?

© SAP 2008 / Page 11, Holly Simmons Mastering SAP BusinessObjects 2010
BI Solution : Ad-Hoc query, reporting & analysis
Product : Web Intelligence

OLAP universe (MDX) Relational Universe (SQL)

Data Federator

SAP ERP SAP NetWeaver BW

BEx Query
BI Client

BEx Query
Classic InfoSet
Multi
InfoSets InfoCube
Provider

Transient DSO
Provider

Mastering SAP BusinessObjects 2010


Web Intelligence –
SAP NetWeaver BW connectivity

Mastering SAP BusinessObjects 2010


Web Intelligence –
SAP NetWeaver BW connectivity

Mastering SAP BusinessObjects 2010


Web Intelligence –
SAP NetWeaver BW connectivity
BI metadata feature SAP OLAP BAPI support level

Characteristics (incl. Time and Unit) InfoCube/BI Query

Hierarchies InfoCube/BI Query

Basic Key Figures InfoCube/BI Query

Navigational Attributes BI Query only

Display Attributes InfoCube/BI Query

Calculated Key Figures / Formulas BI Query only

Restricted Key Figures BI Query only

Custom Structures BI Query only

Variables BI Query only

Mastering SAP BusinessObjects 2010


Web Intelligence –
SAP NetWeaver BW connectivity
SAP BI element Universe object
Dimension  Class
Characteristic Subclass with dimension and detail objects
BI Query:
Subclass containing dimension and detail objects for each hierarchy level 
in the currently defined hierarchy
Characteristic with hierarchy
BI InfoProvider:
Subclasses containing dimension and detail objects for each hierarchy level 
for all hierarchies defined for the characteristic
Structure based on Characteristics (BEx  Class with single dimension object for the structure
Queries only)
Navigational attribute Subclass with dimension and detail objects (identical to characteristic)
Display Attribute Detail object for the dimension
Measure object in the class for the Key Figure structure with dimension 
Key Figure objects for units/currency, numeric value and formatted value (based on 
User preferences)
Calculated Key Figure (BEx Queries only) Measure and dimension objects (same as Key Figure)
Restricted Key Figure (BEx Queries only) Measure and dimension objects (same as Key Figure)
Pre‐defined Filter in the Universe
Variables (BEx Queries only) In the class for the dimension to which the variable applies, two dimension 
objects supporting the list of values, one for caption, one for description.
Key date variable (BEx Queries only) Universe parameters defining key date variable in the universe
Mastering SAP BusinessObjects 2010
Data Federator Universe or OLAP Universe?

BW Server Feature MDX SQL


BW Hierarchies „
†
Restricted and Calculated Key Figures „ (calculated)
BEx Queries „
BW Variables „ †

Currency and Unit Conversion „ †

Exceptions, Conditions „ †

Security „ „
AVG, COUNT, SUM, MIN, MAX Aggregations „ „
Navigational Attributes „ „
Mass Data Enabled † „
Ad-hoc Reporting „
Federation (e.g. BW – RDBMS) „
„ = fully supported
© SAP 2009 / Page 17
† = limited support / workaround Mastering SAP BusinessObjects 2010
Data Federator Universe or OLAP Universe?

BW Server Feature Workaround

Calculated Key Figures, Formulas Define calculated measures in Universes / WebI

Define @prompt in Universes or WebI Query Panel; does not


BW Variables
work for exit variables or variables filled through authorizations

Currency and Unit Conversion Simulate via joins in Data Federator

SQL standard aggregations (AVG, COUNT DISTINCT) available


Exception Aggregations
via Data Federator processing
Define joins (in DF) from InfoProvider to master data
Display Attributes
InfoProvider tables

Conditions Use filters on measures

BW Hierarchies No workaround

Non-Cumulative Key Figures No workaround

© SAP 2009 / Page 18 Mastering SAP BusinessObjects 2010


BI Solution : Dashboarding / Visualization
Product : Xcelsius Enterprise

Provides rapid development of highly interactive


dashboards and data visualization through a flexible
and easy to use interface

„ Highly customizable visualizations and dashboards through easy-to-use, drag and drop interface
Easy-to-Use
„ Build Dashboards within weeks not months,

„ Leverage Flex to develop custom components and controls


Flexible
„ Free-form layering of visual controls

„ Deploy to a variety of formats including Portals, Business User desktop applications and
development IDE frameworks
Rapid „ Dashboards and Visualizations are compiled into flash format which is highly portable and widely
Development supported
„ Deploy within minutes

„ Leverage investment in SAP BusinessObjects and SAP NetWeaver with specific data connectivity
options
SAP & Non-SAP „ Open connectivity options through web service and XML connectors
Data Sources „ Enable real-time dashboard updates through leveraging of Adobe Live cycle Data Services
connectivity
„ Extensible connectors
Mastering SAP BusinessObjects 2010
BI Solution : Dashboarding / Visualization
Product : Xcelsius Enterprise

•New visual components


o Spark lines, bullet chart,
scorecard, canvas container
•New features
o Data range slider
o Chart data labels
o Dynamically set color
o Load default scenarios
o List Builder default selection
o Trend Analyzer forecasting
o Multi indicator gauges
o Show/hide series
o Data Range selection

Mastering SAP BusinessObjects 2010


BI Solution : Dashboarding / Visualization
Product : Xcelsius Enterprise

Mastering SAP BusinessObjects 2010


BI Solution : Dashboarding / Visualization
Product : Xcelsius Enterprise

Mastering SAP BusinessObjects 2010


BI Solution : Dashboarding / Visualization
Product : Xcelsius Enterprise

ƒ Direct connector to SAP NetWeaver BEx


queries
SAP NetWeaver Portal
o Consume BEx Queries and Views
Xcelsius
o Support of all variable type (incl. personalization)
o No limitations in query features used
o BW authorization enforced
o Free characteristics list of values for filtering
BI Consumer Services

ƒ NetWeaver platform integration BEx Queries and Views

o Dashboard authorization
o Transport capability (integrated into DW workbench)
o Translation of texts
o Access through NW Portal iView
o Does not require BOE
o Enable low TCO with simple architecture

Mastering SAP BusinessObjects 2010


BI Solution : Dashboarding / Visualization
Product : Xcelsius Enterprise

Xcelsius

Live Office

Crystal Reports Web Intelligence Query as a Web Service

SAP Table,
SAP InfoSet Cluster and ODS BW MDX Data Federator OLAP Universe
Function

SAP ERP SAP NetWeaver BW

BEx Query
BI Client
InfoProvider
BEx Query
Table
Classic SAP ABAP InfoSet
and
InfoSets Queries Functions
Cluster
Multi
Transient InfoCube DSO
Provider
Provider

Mastering SAP BusinessObjects 2010


BI Solution: Data Search and Exploration
Product : SAP BusinessObjects Explorer
SAP BusinessObjects Explorer brings together the high performance in-
memory capabilities of SAP NetWeaver BW Accelerator with an intuitive front-
end interface for search and exploration.
„ Designed for high data volumes (retail, utilities, banking etc.)
„ Leveraging SAP NetWeaver BW Accelerator
Performance
„ Scalable blade server platform
„ Highly consistent and predictable response time

„ Combined with SAP BusinessObjects Open Accelerator allows exploration of SAP and non-SAP
SAP & Non-SAP datasources
Environments „ Enables cross data source search of all corporate data

„ Users are able to upload Excel spreadsheets to SAP BusinessObjects Explorer in the cloud or on
Time for premise to start the data exploration
Development „ SAP BusinessObjects Explorer leverages existing infrastructure from SAP BusinessObjects
Enterprise and SAP NetWeaver BWA

„ Bring BI to more business users with SAP BusinessObjects Explorer


New „ Get new insight into your business
Business „ Instant answers to “on-the-fly” questions without annoying time delays
Scenarios „ Intuitive interfaces with familiar ‘common language’ workflows
„ Users can search and explore large volumes of enterprise data to discover relationships and
uncover root cause
Mastering SAP BusinessObjects 2010
What Is Explorer? It’s Search Against BI…

Use familiar key-word search to


find business information
Answers “on-the-fly” and
investigative questions

Searches directly on
pre-indexed data
No previous reports or metrics
need exist
Provides fast search and
exploration

Searches across all data sources


Any universe accessible source
Any Accelerator accessible source

Mastering SAP BusinessObjects 2010


…and Then It’s Exploration Of the Results

Intuitively explore on data


No data model or data knowledge
required Web or Mobile

Automated relevancy of results


Most relevant information is
displayed first Best chart type
auto generated

Share insights with others


Export to CSV or image Save it
locally as a browser bookmark
One-click send to email

Mastering SAP BusinessObjects 2010


BI Solution: Data Search and Exploration
Product : SAP BusinessObjects Explorer

Search
Search Explore
Explore

Visualize
Visualize Share
Share

Mastering SAP BusinessObjects 2010


BI Solution: Data Search and Exploration
Product : SAP BusinessObjects Explorer

SBO Explorer (blade) 2.0


SUSE Linux blades running the user application

SAP BW Accelerator 7.20


SUSE Linux blades running the back-end data engine

SBO Data Services


SUSE Linux blades loading any data into the accelerator

Mastering SAP BusinessObjects 2010


BI Solution: Data Search and Exploration
Product : SAP BusinessObjects Explorer

Mastering SAP BusinessObjects 2010


BI Solution: Data Search and Exploration
Product : SAP BusinessObjects Explorer

SAP BusinessObjects Explorer

Relational Universe
OLAP Universe
(SQL)

Data Federator

SAP ERP SAP NetWeaver BW SAP NetWeaver BWA

BEx Query
BI Client
InfoProvider
BEx Query
Classic
InfoSets InfoSet
Multi BW Accelerator
InfoCube DSO
Transient Provider
Provider

Mastering SAP BusinessObjects 2010


BI Solution: Data Search and Exploration
Product : SAP BusinessObjects Explorer

ƒ Multi-provider indexing and exploration:


o Natively index common MultiProviders
▫ Index once for Explorer and BW use cases
▫ Delta-loading capability
o Snapshot indexing of complex MultiProviders
▫ Such as those that refer to DataStore Objects and InfoObjects
▫ Support for MultiProviders with compounded characteristics across
InfoCubes (compound father in one InfoCube, child in another)
ƒ Query indexing and exploration
o Explorer can now be used to explore existing (or new) Queries
▫ Quickly index your existing Queries for Explorer and have your users
exploring them almost immediately
o Snapshot indexing of Queries
▫ Ability to leverage query features such as complex unit conversions

Mastering SAP BusinessObjects 2010


Business Intelligence Green Fields
Common Risks

No common terminology, will only know No prior experience with BI tools


SAP terms • Hard to get beyond operational/regulatory
ƒ What is the meaning of “report”, “BI”, reporting
“dashboards” • Lots of customer education required, lack of
ƒ Dimension vs. Characteristic product knowledge
ƒ Measure vs. Key Figure • Clarification of key business intelligence concepts
are likely to be necessary
• Tendency to put the data source central, rather
than the end user report

Expectation that Web Intelligence Assumption we just connect up to


should replace BEx Analyzer existing BEx Queries
• Lack of product knowledge • Product may not support all elements of the
• Misunderstanding of product portfolio and existing BEx queries well
roadmap • Violates the BI principle of working backwards
• SAP doesn’t dictate moving all your analysts off from report requirements
BEx Analyzer at all • BEx queries need to be purpose-built, tuned, and
• Web Intelligence is not an OLAP interface potentially aggregation added
• Confusion of intended audience

Mastering SAP BusinessObjects 2010


The “Business Intelligence” Approach

The concrete example is for OLAP Universes, but the practice is equivalent for other
tools. Only difference with relational RDBMS is BEx/InfoCube instead of database
structure
Reports BEx Queries Reports
Universes BEx Queries InfoCube
Dashboards Universes Dashboards

• requirements • identify subject • Identify data • If data for a • Develop the • Develop
gathering areas elements query is not yet BEx query required
• end User • define required needed for in the cube, • Test the BEx reports
interviews data elements universe in BEx change the query • Develop
• Purpose-build cube to support required
• vision, strategy • evaluate ad- • Generate the
the BEx query, the required dashboards
and purpose hoc OLAP universe
bearing in mind query, universe
• visual layout requirements • Hide • Test reports
BOE supported and reports
• mockups • Prioritize ease- inappropriate • Test
product • Consider
of-use/ objects dashboards
• navigation features whether going
maintenance or • Test universe
• folder structure • Consider directly against
performance
adding an InfoCube or
• Access rights
aggregation MultiProvider is
desirable
• Tune the query

Mastering SAP BusinessObjects 2010


SAP NetWeaver EhP1 as THE foundation for all new BI Solutions

„The first shown integration Improvements between SAP and SAP


BusinessObjects Products are realized with the release of NetWeaver EhP1 and
further.
„NetWeaver EhP1 is the prerequisite for the following SAP BI Solutions:

„Better Support for Web Intelligence via OLAP Universes,


„Improved MDX Interface,
„Direct Access to BW 7.01 via SAP BusinessObjects Data Federator
„BPC based on NetWeaver 7.0 EhP1,
„SAP BusinessObjects Explorer version 1.0 and 2.0,
„Native access of SAP BusinessObjects Xcelsius via BICS

Mastering SAP BusinessObjects 2010


OLAP Universe and BEx Query Design

Hierarchies Key Figures


• Hierarchy support in Web Intelligence for BW is • A large number of Key Figures in the BEx query
limited will incur a significant performance penalty when
• Use of hierarchy variable is recommended running queries, regardless of whether the Key
Figures are included in the Universe or used in the
• The Use Query Drill option in WebI significantly
Webi query.
improves drill down performance
• For large sets of key figures, use option - “Use
Selection of Structure Members”

Restricted and Calculated Key Figures Navigational Attributes and Key Dates
• Restricted and Calculated Key figures should be • A large number of navigational attributes defined
built as part of the underlying BEx query to use the in the underlying InfoProvider negatively impacts
BW back-end processing for better performance overall performance
• Queries with a larger set of such Key Figures • A single universe can only support a single Key
should use the “Use Selection of Structure Date variable
Members” option in the Query Monitor (transaction
RSRT) to leverage the OLAP engine

Mastering SAP BusinessObjects 2010


Meta-data mapping in OLAP Universes
Overall recommendation
¾ BI Queries are recommended as data sources for generating universes for the
following reasons:
¾ BI Queries offer a flexible extension to the data modeling environment and
require less effort to change than InfoCubes
¾ BI Queries offer significant functionality to create customized data sources that
meet end-user requirements, such as Calculated & Restricted Key figures and
SAP Variables.

¾ You do not need a BI Query for every report and you do not need a universe for
every BI Query.
¾ Focus the implementation strategy on limiting the number of BI Queries and
universes that share common elements
¾ DO NOT build one query per InfoProvider because elements can add
processing time even though you not using them into the Web Intelligence
report
¾ Build a small set of queries focusing on sharing common elements in a small
number of universes
Mastering SAP BusinessObjects 2010
Meta-data mapping in OLAP Universes

„ Consider splitting up the large Queries & Universes into


smaller ones
ƒ Depending on # of objects (Dimensions & Measures) utilized per report, it
might make sense to find common groupings of objects to service particular
Web Intelligence Reports

Grouped by Commonality
Group A Group B = WebI
Report
Measures

Group C Group D

Dimensions Mastering SAP BusinessObjects 2010


SAP Variables and Web Intelligence filter
SAP Variables in Web Intelligence
¾Mandatory variables will always load a list of values (try to leverage more optional
variables)
¾Leverage the Delegated Search feature for List of values

Web Intelligence filters


¾Prefer the inclusive filter over the exclusive member to increase the performance
¾Ensure the reference objects are indexed to avoid unnecessary steps to resolve
the value to the member unique name
¾Ensure the user can only select values from the actual LOV (List of values)

Mastering SAP BusinessObjects 2010


SAP Variables and Web Intelligence filter
Delegated search for List of Values (LOV)
¾ Navigate to the tab “Properties” in the Universe Designer of the LOV items
¾ Activate the “Delegate Search”
¾ No values will be loaded automatically
¾ User is “forced” to leverage search to receive members
¾ Search is being delegated to the SAP BI system

Mastering SAP BusinessObjects 2010


“Use Selection of Structure Elements” Query
Property in RSRT
„ This simple property
change helps improve
performance in
situations where there
are a lot of Restricted
Key Figures and other
calculations in the
Query Definition
„ If you analyze
performance of the
query and find very
high EVENTID 3200
times, and/or the
FEMS number is very
high try enabling this
property and check
performance
„ This ensures that
structure elements are
sent to the database
for processing

Mastering SAP BusinessObjects 2010


Recommendations for BEx Query
Design
¾ Check the Query Technical Information via transaction RSRT to review the
statistics on the design

BEFORE AFTER

Mastering SAP BusinessObjects 2010


Xcelcius best practices

Design considerations Xcelcius w/ BICS


„ Start from the business needs. What decision „ Consider if all data reside in BW
should this support? What KPIs should it display? „ Business needs highly visual and interactive
„ What visual components best represent the data? dashboard interface
„ How will the user interact with the data? „ Other reporting tools are used, integration with
„ Keep it simple! other SAP BusinessObjects products is not
needed

Performances and Interactivity


„ Use Live Office based on scheduled Crystal
Reports where live data is not needed
„ Limit result sets to 2,000 rows maximum
„ Highly aggregated data
„ Execute cascaded prompts and queries
„ Reduce # of key figures in the universe
„ Avoid aggregating in flash, aggregate in BW

Mastering SAP BusinessObjects 2010


Questions

How to contact me…

Ingo Hilgefort
SAP BusinessObjects (Canada)
eMail: Ingo.Hilgefort@sap.com

Mastering SAP BusinessObjects 2010


Mastering SAP BusinessObjects 2010

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