Beruflich Dokumente
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2010-06-15
Copyright
2010 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. 2010-06-15
Contents
Chapter 1
Getting started........................................................................................................................5 Typographic conventions..........................................................................................................5 About this guide.......................................................................................................................6 Purpose...................................................................................................................................6 Audience..................................................................................................................................7 Introduction.............................................................................................................................9
Chapter 3
Architecture overview...........................................................................................................11
Chapter 4
Installation.............................................................................................................................13 Installing the different components.........................................................................................13 Configuring Extended Analytics Analyzer................................................................................14 To install the EPM Connector add-on.....................................................................................15 To uninstall the EPM Connector add-on.................................................................................15 To configure the EPM Connector...........................................................................................15 Defining HTTP headers of the crossdomain.xml file under Windows 2003 .............................17 Defining HTTP headers of the crossdomain.xml file under Windows 2008..............................18 Alternative configuration.........................................................................................................21 Administration.......................................................................................................................23 Security on data.....................................................................................................................23 Enabling Live Office compatibility...........................................................................................23 To enable Live Office Compatibility........................................................................................23 Log........................................................................................................................................23 Administration for Planning and Consolidation........................................................................24 Modifying the Planning and Consolidation Web Server virtual directory..................................24 Creating EPM connections...................................................................................................25 To create an EPM connection................................................................................................26 To delete an EPM connection.................................................................................................27
6.1 6.2
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6.3 6.3.1 6.3.2 6.3.3 6.3.4 6.3.5 6.3.6 6.3.7 6.4 6.5 6.5.1 6.6 6.7 6.8 6.9 6.10 6.11
Chapter 7
Retrieving data using an Analyzer report................................................................................27 To create an Analyzer data source for Business Planning and Consolidation..........................28 To create an Analyzer data source for Financial Consolidation................................................29 To create an Analyzer data source for Profitability and Cost Management ............................30 To connect a sheet to an Analyzer data source......................................................................30 To create an Analyzer report..................................................................................................31 Example: retrieving data for selected members......................................................................32 Example: retrieving data and displaying the member descriptions...........................................34 Entering and saving data using an Analyzer report..................................................................37 Displaying Business Process Flows.......................................................................................39 Example: Displaying Business Process Flows and access them directly.................................40 Displaying Current View elements..........................................................................................41 Displaying Application Sets/Databases/Catalogs..................................................................42 Displaying Applications/Cubes/Models.................................................................................43 Displaying members of a dimension.......................................................................................44 Displaying property of dimension members............................................................................45 Displaying text from the Content Library................................................................................46 Troubleshooting....................................................................................................................49
Appendix A
More Information...................................................................................................................51
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Getting started
Getting started
Bold
Select New > data source. CtStopServer.vbe_SrvBro ker_Finance_"" <add key=" CompressionLevel" val ue="Normal" /> 1. Right-click to select New > Virtual Directory. 2. The following dialog box will appear:
Code
Command line
Numbered list
3. Click Next. 4. Open a Command Prompt dialog box. 5. Run the C:\>iisreset /restart command line.
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Formatting <>
Meaning Value to be set Compulsory space between settings To be inserted if spaces are used in a setting
Example <datasource_name>_
CtStartServer.vbe_<data source_manager>
""
<"datasource_password">
[]
Optional setting
<"datasource_pass word">_[<server>]
1.2.1 Purpose
This guide provides you with the following information: an overview about how security is handled, an overview of how SAP BusinessObjects Extended Analytics Analyzer, Xcelsius 2008, SAP BusinessObjects EPM Connector and the following applications function together from a technical perspective. SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver SAP BusinessObjects Financial Consolidation SAP BusinessObjects Profitability and Cost Management installation steps, administration tasks, how to create EPM connections, a troubleshooting section.
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1.2.2 Audience
This document is intended for any person who needs to create Xcelsius dashboards with data coming from any of the following OLAP data sources: an SAP BusinessObjects Planning and Consolidation Application an SSAS cube created with SAP BusinessObjects Financial Consolidation an SAP BusinessObjects Profitability and Cost Management model The users must be familiar with the Xcelsius 2008 application and functionality.
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Introduction
Introduction
SAP BusinessObjects EPM connector is an Xcelsius add-on that enables to retrieve data and metadata from any application listed below into an Xcelsius toolset: SAP BusinessObjects Planning and Consolidation (version for the Microsoft platform and version for SAP NetWeaver), SAP BusinessObjects Financial Consolidation or SAP BusinessObjects Profitability and Cost Management. Note: You can also enter and save data to SAP BusinessObjects Planning and Consolidation (version for the Microsoft platform and version for SAP NetWeaver). You must install EPM connector as an add-on to Xcelsius. If you want to retrieve or enter and save data, create a report using SAP BusinessObjects Extended Analytics Analyzer. Configure EPM connections using EPM Connector, consisting in specifying the type of data, inserting the appropriate components in the dashboard and linking the data to the dashboard components. Note: Only the two points above are explained in this guide. Then, the flash file can be generated and hosted for example on the SAP BusinessObjects Planning and Consolidation Content Library. Users can then use the flash file to view (or enter) the data they have access to, according to their user profiles.
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Introduction
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Architecture overview
Architecture overview
This section gives you an overview of how SAP BusinessObjects Extended Analytics Analyzer, Xcelsius 2008, SAP BusinessObjects EPM Connector and the other applications function together from a technical perspective.
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Architecture overview
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Installation
Installation
In order to create EPM connections in Xcelsius 2008, you first need to install several components on your local machine. Then, you will be able to install SAP BusinessObjects EPM Connector add-on to Xcelsius 2008 Support Package 02.
Depending on the application you want to connect to, you may also need to install one or more components.
SAP BusinessObjects Planning and Consolidation 7.5 If you want to connect to SAP BusinessObjects Planning and Consolidation 7.5, proceed as follows: On your local machine, install the Planning and Consolidation 7.5 ODBO provider. On the web server machine, install Microsoft Visual C++ 2005 SP1 Redistributable Package (x86). On the web server machine, install Microsoft Visual C++ 2005 Service Pack 1 Redistributable Package ATL Security Update On the web server machine, configure the XMLA provider. Refer to the "Using Xcelsius with Planning and Consolidation" section of the SAP BusinessObjects Planning and Consolidation 7.5 Master Guide. You can download the guide from
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"http://service.sap.com/support"/Release & Upgrade Info/Installation & Upgrade Guides/SAP BusinessObjects/SAP BusinessObjects Enterprise Performance Management (EPM)/Business Planning and Consolidation/7.5, version for the Microsoft platform or 7.5, version for SAP NetWeaver. SAP BusinessObjects Profitability and Cost Management 7.5 Support Package 06 If you want to connect to SAP BusinessObjects Profitability and Cost Management 7.5 Support Package 06 or higher, proceed as follows: On your local machine, execute the PCMConnectivityPack.exe located in the Additional Installers folder of SAP BusinessObjects Profitability and Cost Management 7.5 Support Package 06 or higher. Select Custom, then Core Components and MDX Connector. On the server machine, install the PCM XMLA Provider. Refer to the "SAP BusinessObjects Profitability and Cost Management Connectivity Pack" section of the SAP BusinessObjects Profitability and Cost Management 7.5 Support Package 06 (or higher) Installation Guide. You can download the guide from "http://service.sap.com/support" / Release & Upgrade Info/Installation & Upgrade Guides/SAP BusinessObjects/SAP BusinessObjects Enterprise Performance Management (EPM)/Profitability and Cost Management/7.5. SAP BusinessObjects Financial Consolidation 7.5 If you want to connect to SAP BusinessObjects Financial Consolidation 7.5, you do not need to install anything, as the Microsoft OLE DB Provider for Analysis Services 9.0 used to establish the connection is installed along with SAP BusinessObjects Extended Analytics Analyzer Support Package 05 or higher.
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Xcelsius is a Flash application and by default, Flash does not allow you to retrieve data from URLs that are not from the same DNS domain. To find out more, you can consult the following URL: " http://www.senocular.com/pub/adobe/crossdomain/policyfiles.html". To authorize access to URLs, you need to create crossdomain.xml files and add them to each XMLA provider. 1. Create one file named crossdomain.xml in each XMLA provider folder, with the following content: For HTTPS: <?xml version="1.0"?> <!DOCTYPE cross-domain-policy SYSTEM ""http://www.adobe.com/xml/dtds/cross-domain-policy.dtd""> <cross-domain-policy> <allow-http-request-headers-from domain="*.mydomain.com" headers="*"/> <allow-access-from domain="*.mydomain.com" to-ports="443"/> </cross-domain-policy> For HTTP: <?xml version="1.0"?> <!DOCTYPE cross-domain-policy SYSTEM ""http://www.adobe.com/xml/dtds/cross-domain-policy.dtd""> <cross-domain-policy> <allow-http-request-headers-from domain="*.mydomain.com" headers="*" se cure="false"/> <allow-access-from domain="*.mydomain.com" to-ports="80" secure="false"/> </cross-domain-policy> 2. Modify the domain parameter depending on the initial domain of the BPC or FC server or the local machine where Analyzer is installed. For example: *.sap.corp. For example, your environment is composed of the following: one Financial Consolidation XMLA provider (http://FC.server-domain.com/datapump), one Profitability and Cost Management XMLA provider (http://PCM.server-domain.com/PCM), one BPC server, hosting Xcelsius dashboards (http://BPC.server-dimain.com/BPC), all users are in the DNS domain named client-domain.com. For each XMLA provider (FC and PCM), you must create a crossdomain.xml file like the following: <?xml version="1.0"?> <!DOCTYPE cross-domain-policy SYSTEM ""http://www.adobe.com/xml/dtds/crossdomain-policy.dtd""> <cross-domain-policy> <allow-http-request-headers-from domain="BPC.sever-domain.com" headers="*"se cure="false"/> <allow-access-from domain="BPC.server-domain.com" to-ports="80"secure="false"/> <allow-http-request-headers-from domain="*.client-domain.com" headers="*"se cure="false"/> <allow-access-from domain="*.client-domain.com" to-ports="80"secure="false"/> </cross-domain-policy>
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4.5.1 Defining HTTP headers of the crossdomain.xml file under Windows 2003
1. Open the IIS server administration console. 2. Right-click on the crossdomain.xml file and select Properties 3. In the HTTP Headers tab, click Add. 4. In the Custom Header Name area, enter X-Permitted-Cross-Domain-Policies. 5. In the Custom Header Value area, enter by-content-type.
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6. Cick OK. 7. Click Add again. 8. In the Custom Header Name area, enter Content-Type. 9. In the Custom Header Value area, enter x-cross-domain-policy.
4.5.2 Defining HTTP headers of the crossdomain.xml file under Windows 2008
1. Open the IIS Manager.
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2. Select the site of your XMLA provider and in the right pane, click Content View.
3. In the Content View list, select the crossdomain.xml file and in the Actions pane, click Switch to Features View.
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4. In the Features View, double-click the HTTP Response Header icon. The Add Custom HTTP Response Header dialog box opens.
5. In the Actions pane, click Add. 6. In the Name field, enter Content-Type. 7. In the Value field, enter x-cross-domain-policy. 8. Click OK. 9. Click Add again. 10. In the Name field, enter X-Permitted-Cross-Domain-Policies. 11. In the Value field, enter by-content-type. 12. Click OK.
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Administration
Administration
5.3 Log
The technical log enables you to trace all actions performed. The log file is available in C:\Documents and Settings\[UserName]\Application Data\Macromedia\Flash Player\#SharedObjects\[UNIQUE_ID] \#localWithNet\BPC_XC_Log.so, where [UserName] is the
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Windows user and [UNIQUE_ID] is a character string that is randomly generated (for example: "H28UF7KW").
5.4.1 Modifying the Planning and Consolidation Web Server virtual directory
Note: This section applies only to SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform. For security reasons and after installing the different components refered to in this guide, the Planning and Consolidation web server administrator must modify the web.config file located in the osoft virtual directory. In the <system.web>, <webServices>, <protocols> part of the file, the following tag must be commented or removed: <remove name="Documentation"/>.
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Creating an EPM connection consists in the following steps: Entering a name for the connection. Selecting the application you want to connect to. Entering the host name. Afterwards, depending on the operation type you choose, you will configure the connection with different information. The following operation types are available for any application: Retrieve data using Analyzer report Display Application Sets for SAP BusinessObjects Planning and Consolidation Display Databases for SAP BusinessObjects Financial Consolidation Display Catalogs for SAP BusinessObjects Profitability and Cost Management Display Applications for SAP BusinessObjects Planning and Consolidation Display Cubes for SAP BusinessObjects Financial Consolidation Display Models for SAP BusinessObjects Profitability and Cost Management Display Dimension members
The following operation types are only available for SAP BusinessObjects Planning and Consolidation version for the Microsoft platform and version for SAP NetWeaver. Enter and save data using Analyzer report Display Business Process Flows Display Current View Display text from content library Display property of dimension members
The EPM connections are to be configured in the Data Manager dialog box. This section describes for each operation type: how to configure the connection, suggestions of which Xcelsius 2008 components to place on the canvas area.
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Note: If you have entered the / character after the server name or after the port, when you press Enter, everything after the / character is deleted. Tip: If you often use the same server URL, you can enter the URL in the data sheet. Therefore, in the Host Name area, instead of entering the URL, you can click the cell selector button and select the cell in the data sheet. The cell reference will automatically appear in the Host Name area. 7. Click Connect. A dialog box opens, asking for the credentials to the server. Note: If you have already entered the user ID and password to the same server, they are remembered during the whole Xcelsius instance and the dialog box does not appear. 8. Enter the user ID and the password to the server and click OK. All the available data sources are automatically displayed in the Data Source list. Other elements can be retrieved, depending on the operation type you choose. 9. Configure the connection, depending on the operation type you choose, as described below in this document.
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Related Topics Retrieving data using an Analyzer report Entering and saving data using an Analyzer report Displaying Business Process Flows Displaying Current View elements Displaying Application Sets/Databases/Catalogs Displaying Applications/Cubes/Models Displaying members of a dimension Displaying property of dimension members Displaying text from the Content Library
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This function enables to link the Analyzer report and the EPM connection. This function identifies the whole report using XML and MDX languages. Note: The =GetReportDefinition() function without anything inside the parentheses, identifies the default report. If you create another report on the same sheet, you must enter again the function, including the name of the report inside the parentheses and with quotation marks, as in this example where the report is named sales2008: =GetReportDefinition("sales2008").
Step 2 - Creating the EPM connection Then, you can configure the EPM connection, using the Xcelsius Data Manager dialog box. When you connect to the web server in the Data Manager dialog box, all the available data sources are displayed. You must select the data source from which you want to display data. Then, use the Report Definition Cell cell selector button to select the cell in which you have entered the =GetReportDefinition() function. The report axes and data grid are automatically recognized and appear in the Output section. Tip: Apply a color to the selected cells so that you can spot them easily afterwards. If needed, you can also select a cell using the cell selector button in the Message In area, so that any error message will be displayed. Step 3 - Using Xcelsius 2008 components Once you have configured the Retrieve data using Analyzer report operation type, you should use the components that you think are the most appropriate to the final flash object. To find out more about this operation type, refer to the first example in this guide. Related Topics To create an EPM connection Example: retrieving data for selected members
6.3.1 To create an Analyzer data source for Business Planning and Consolidation
1. Click on Manage Connections in the Analyzer menu. The Connection Manager dialog box opens. 2. If the dialog box does not contain any data source, click Connect Current Sheet. If the dialog box already contains data sources, select a data source or a sheet and click Change Connection. The Connect Sheet to Cube dialog box opens. 3. Click Add New.
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The Create New OLAP Data Source dialog box appears. 4. Select "SAP BusinessObjects Planning and Consolidation" from the list and click Connect. Note: If "SAP BusinessObjects Planning and Consolidation" does not appear in the list, it means that the SAP BusinessObjects Planning and Consolidation 7.5 ODBO client has not been installed. 5. In the Server area, enter the Planning and Consolidation web server address. if the protocol is http, do not enter "http". If the protocol is https, you should enter "https". If the port is not the default one (:80), enter the port.
Note: For SAP BusinessObjects Planning and Consolidation for the Microsoft platform, you must enter the application server, not the web server address. 6. In the User and Password areas, enter the user and password to the Planning and Consolidation server. Note: The server address, user and password are to be provided by the Planning and Consolidation administrator. 7. Click Next. The list of available Application Sets is displayed. 8. Select an Application Set and click Finish. 9. Select the Application from the Select the Cube that contains the data you want list. In the Specify Data Source name area, a default name appears. It is structured as follows: [Planning and Consolidation server] [Application Set] [Application]. 10. Rename the data source if you want to and click OK. The new data source appears in the Connect Sheet to Cube dialog box.
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5. In the Server area, enter the URL to the Data Pump server. 6. If you are using the BusinessObjects Enterprise XI 3.1 authentication, enter the user and password to the BusinessObjects Enterprise XI 3.1 server. 7. Click Next. The list of available databaes is displayed. 8. Select a database and click Finish. 9. Select a cube from the Select the Cube that contains the data you want list. In the Specify Data Source name area, a default name appears. It is structured as follows: [Data Pump server] [Database] [Cube]. 10. Rename the data source if you want to and click OK. The new data source appears in the Connect Sheet to Cube dialog box.
6.3.3 To create an Analyzer data source for Profitability and Cost Management
1. Click on Manage Connections in the Analyzer menu. The Connection Manager dialog box opens. 2. If the dialog box does not contain any data source, click Connect Current Sheet. If the dialog box already contains data sources, select a data source or a sheet and click Change Connection. The Connect Sheet to Cube dialog box opens. 3. Click Add New. The Create New OLAP Data Source dialog box appears. 4. Select "Profitability and Cost Management" from the list and click Connect. 5. In the Server area, enter the URL to the server. 6. Click Next. The list of available catalogs is displayed. 7. Select a catalog and click Finish. 8. Select a model from the Select the Cube that contains the data you want list. In the Specify Data Source name area, a default name appears. 9. Rename the data source if you want to and click OK. The new data source appears in the Connect Sheet to Cube dialog box.
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1. Click on Manage Connections in the Analyzer menu. The Connection Manager dialog box opens. 2. Choose the way you want to display the sheet/connection couples by clicking the Display by Sheet or Display by Connection button. 3. To connect a specific sheet, select the sheet check box and click OK. To connect all the sheets linked to a data source, select all the sheet check boxes individually or select the data source check box and click OK. 4. You can connect everything by clicking the Select All button and then click OK. To change a connection, select the data source, the sheet or the report and click the Change Connection button. In the list of available data sources, select the data source you want to connect to and click OK. 5. In the connection dialog box that opens, enter the user and password to the server and click OK. A progression bar appears. 6. When the connection is completed, click OK. Note: The data source you have created can be deleted but cannot be modified.
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Caution: Once you have created the report: for each dimension in the page header, the cell on the right must be left blank. In other words, you must not place two dimensions side by side without a blank cell between them.
The cells in yellow are the cells you will bind to retrieve all the available members for the Department dimension. The first column retrieves the member captions and the second column retireves the unique name. You should select a large amount of rows to make sure that all members are retrieved. When members are added to the dimension and there are more members than selected rows, the members exceeding the amount of rows will not be retrieved. Note: The member captions will be displayed in the final flash file. If you want the member descriptions to be displayed, consult the other example in this guide.
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The cells in red are the destination cells you will bind to retrieve the caption and unique name of the Department dimension member selected in the Flash file. Enter the following Analyzer function in a blank cell of the report: =GetReportDefinition() Note: To find out more about the connection to an Analyzer data source and the report creation, refer to the "Retrieving data using an Analyzer report" section of this guide. Step 2 - Placing the Xcelsius 2008 components Place the following components in the canvas area as follows: Line Chart. In the Properties panel on the right, do as follows: In the Category (X) Axis area, you can enter a text ("Time" for example). In the Value (X) Axis area, you can enter a text ("Net Income" for example). Combo Box. In the Properties panel on the right, do as follows: In the Title area, you can enter a name for the combo box ("Department" for example). Click the Labels cell selector button and select the first column in yellow, that is the one that contains the captions. Select Row from the Insertion Type list. Click the Source cell selector button and select the whole yellow cell range. Click the Destination cell selector button and select the two cells in red. Connection Refresh Button. In the Properties panel on the right, check the box next to the EPM connection you have just created, so that the connection will be refreshed when clicking the Refresh button.
Step 3 - Creating the "Retrieve data using Analyzer report" connection Then, you can configure the EPM connection, using the Xcelsius Data Manager dialog box. When you connect to the web server in the Data Manager dialog box, all the available data sources are displayed. You must select the data source from which you want to display data. Then, use the Report Definition Cell cell selector button to select the cell in which you have entered the =GetReportDefinition() function. The report axes and data grid are automatically recognized and appear in the Output section. In the Page Header area, click the Selected Values cell selector button of the Department dimension and select the whole yellow cell range. Back in the canvas area, you can now bind the Connection Refresh button to the EPM connection just created. Select the Connection Refresh Button. In the Properties panel on the right, check the box next to the EPM connection you have just created. Step 4 - Previewing the Flash file You can preview the Flash file. After performing a first Refresh by clicking the button, all the available members of the Department dimension are displayed in the combo box.
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You can then select a member and perform a Refresh to refresh the data. Here is a preview with the "NoDept" member selected:
Related Topics To connect a sheet to an Analyzer data source To create an Analyzer report To create an EPM connection Retrieving data using an Analyzer report Example: retrieving data and displaying the member descriptions
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Step 1 - Creating the Analyzer report You first need to design a report using SAP BusinessObjects Extended Analytics Analyzer add-in to Xcelsius. Connect the sheet - on which you will create the report - to an Analyzer data source. Create a report, as shown below.
The cells in grey are the cells you will bind to be displayed in the column chart. The cells in yellow are the destination cells you will bind to retrieve the descriptions of the three Entity dimension members. Enter the following Analyzer function in a blank cell of the report: =GetReportDefinition() Note: To find out more about the connection to an Analyzer data source and the report creation, refer to the "Retrieving data using an Analyzer report" section of this guide. Step 2 - Creating the "Retrieve data using Analyzer report" connection Then, you can configure the EPM connection, using the Xcelsius Data Manager dialog box. When you connect to the web server in the Data Manager dialog box, all the available data sources are displayed. You must select the data source from which you want to display data. Then, use the Report Definition Cell cell selector button to select the cell in which you have entered the =GetReportDefinition() function. The report axes and data grid are automatically recognized and appear in the Output section. Step 3 - Placing the Xcelsius 2008 Column Chart component Place the following components in the canvas area as follows: Column Chart. In the Properties panel on the right, do as follows: In the Chart area, you can enter a text as a title for the chart ("2006 Total", for example). Click the By Range cell selector button and select the cell range in grey. Select the Data in Rows option. The three entities appear on the right as series names. Connection Refresh Button. In the Properties panel on the right, check the box next to the EPM connection you have just created, so that the connection will be refreshed when clicking the Refresh button.
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Step 4- Creating the "Display property of dimension members" connection Now, you can configure the EPM connection, using the Xcelsius Data Manager dialog box. Select the Use a "Retrieve data" connection option. Then, select the "Retrieve data" connection you have created in step 2 of this example, using the Choose Operation list. The data source, Application Set and Application of the selected connection are displayed. In the Choose Axis area, select Row [Entity]. Select EVDESCRIPTION using the Property Name list. In the Insert In area of the Output section, use the cell selector button to select the cells in yellow. Back in the canvas area, select the Connection Refresh Button and in the Properties panel on the right, check the box next to the EPM connection you have just created, so that the desciptions will be refreshed when clicking the Refresh button. Step 5- Displaying member descriptions in the Column Chart series In the canvas area, select the Column Chart component. In the Properties panel on the right, select the By Series option. In the area below, where the three entities appear, select the first one, then use the Name cell selector button and select the first cell in yellow in the report. Repeat this procedure for the second and third entity. The descriptions of the three entities will appear in the Column Chart series (instead of the captions). Step 6- Previewing the Flash file You can preview the Flash file. Perform a Refresh by clicking the button, to display the member descriptions in the series area. Here is a preview of the file:
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Related Topics To connect a sheet to an Analyzer data source To create an Analyzer report To create an EPM connection Retrieving data using an Analyzer report Displaying property of dimension members
In a cell of the sheet, enter the following Analyzer function: =GetReportDefinition() This function enables to link the Analyzer report and the EPM connection. This function identifies the whole report using XML and MDX languages. Note: The =GetReportDefinition() function without anything inside the parentheses, identifies the default report. If you create another report on the same sheet, you must enter again the function, including the name of the report inside the parentheses and with quotation marks, as in this example where the report is named sales2008: =GetReportDefinition("sales2008").
Step 2 - Creating the EPM connection Then, you can configure the EPM connection, using the Xcelsius Data Manager dialog box.
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When you connect to the web server in the Data Manager dialog box, all the available data sources are displayed. You must select the data source. Then, use the Report Definition Cell cell selector button to select the cell in which you have entered the =GetReportDefinition() function. Use the Insert In cell selector button to select three cells (three rows on the same column) in which will appear the number of submitted, accepted and rejected data. Use the Message In cell selector button to select a single cell in which will be indicated if the save operation succeeded or failed. Use the Rejected Records cell selector button to select as many cells as number of data you will enter and save. This way, if a data is rejected, a message will appear in one of the selected cells, explaining the reason of the rejection. Tip: Apply a color to the selected cells so that you can spot them easily afterwards. Step 3 - Using Xcelsius 2008 components Note: In this section, the components we recommend are only suggestions. You should use the components that you think are the most appropriate to the final flash object. Once you have configured the Enter and save data using Analyzer report operation type, we recommend that you place the appropriate components in the canvas area as follows: Grid. In the Properties panel on the right, click the Data cell selector button to select the cells in the spreadsheet that will contain the page header dimensions. Input Text. In the Properties panel on the right, click the Link to Cell cell selector button and select the first cell of the data grid. Connection Refresh Button. In the Properties panel on the right, check the box next to the EPM connection you have created, so that the data will be sent when clicking the Refresh button. Note: All data will be sent in the Application Set, even if no changes are made. You should not check the Refresh On Load option of the Connection Refresh button because unexpected data might be saved. In the Label area, "Refresh" appears by default. You can rename the button to "Save" for example.
Related Topics To create an EPM connection To create an Analyzer data source for Business Planning and Consolidation To connect a sheet to an Analyzer data source To create an Analyzer report
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6.5.1 Example: Displaying Business Process Flows and access them directly
This example shows how to give the possibility to the user to open a Business Process Flow page directly from the Flash file listing all his/her Business Process Flows. You want to display all the six properties for the Business Process Flows and you want a button to access the page of the Business Process Flow selected in the list. The report below contains the cell ranges that you will select.
The cells in grey color are the ones you will select to retrieve the list of Business Process Flows and their six properties (= six columns). The cells in brown color are the ones that will retrieve all the information for the selected Business Process Flow in the list Business Process Flows. Step 1- Creating the EPM connection When you connect to the web server in the Data Manager dialog box, all the available data sources are displayed. You must select the data source, then the Application Set for which you want to display the Business Process Flows. Then, select all the Business Process Flow properties by checking all the boxes in the Fields available area. In the Insert In area of the Output section, use the cell selector button to select a destination cell range. Since you have selected all the six properties, select six columns and a large amount of rows - so that all the Business Process Flows will be displayed. Note: If you choose to display the names of the properties selected by ckecking the Insert Headers box, the headers will be displayed in the first row of the grey cell range. Step 2 - Placing the Xcelsius 2008 components Place the following components in the canvas area as follows:
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Spreadsheet Table. In the Properties panel on the right, do as follows: Click the Display Data cell selector button and select the cells in grey, except for the last column. Note: The last column is the one containing the URL information. You do no want to display the URL in the table since you will add a button containing the URL that will open the Business Process Flow selected. Select Row from the Insertion Type list. Click the Source Data cell selector button and select all the cells in grey. Click the Destination cell selector button and select the cell range in brown.
URL Button. In the Properties panel on the right, do as follows: Click the URL cell selector button and select the last cell in brown, that is the one that contains the URL information. Click the Label cell selector button and select the first cell in brown, that is the one that contains the name of the Business Process Flow. Connection Refresh Button. In the Properties panel on the right, do as follows: In the Label area, you can enter a label for the button ("Retrieve BPF From Server", for example). Check the box next to the EPM connection you have just created, so that the connection will be refreshed when clicking the Refresh button.
Step 4 - Previewing the Flash file You can preview the Flash file. Click the button on the right side of the table to retrieve the Business Process Flows. All the available Business Process Flows are displayed in the table. You can then select a Business Process Flow. The button below the table displays the name of the Business Process Flow selected, as shown below.
When you the click the button, the Business Process Flow page opens.
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Note: Only the elements of the Current View of the web version (not the Office version) can be displayed. Step 1- Creating the EPM connection When you connect to the web server in the Data Manager dialog box, all the available data sources are displayed. You must select the data source, then the Application Set, then the Application for which you want to display the Current View elements. In the Insert In area of the Output section, use the cell selector button to select a destination cell range. We recommend that you select two columns and a large amount of rows, so that all the Current View elements will be displayed. Tip: Apply a color to the selected cells so that you can spot them easily afterwards. If needed, you can also select a cell using the cell selector button in the Message In area, so that any error message will be displayed. Step 2 - Using Xcelsius 2008 components Note: In this section, the components we recommend are only suggestions. You should use the components that you think are the most appropriate to the final flash object. Once you have configured the Display Current View operation type, we recommend that you place the appropriate components in the canvas area as follows: Grid. In the Properties panel on the right, click the Data cell selector button to select the cells in the spreadsheet that will contain the Current View elements. Input Text Area (if you have selected a cell for messages to be displayed). In the Properties panel on the right, click the Link to Cell cell selector button to select the cell in the spreadsheet that will contain the error message text. Connection Refresh Button. In the Properties panel on the right, check the box next to the EPM connection you have created, so that the connection will be refreshed when clicking the Refresh button. Related Topics To create an EPM connection
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Step 1- Creating the EPM connection When you connect to the web server in the Data Manager dialog box, all the available data sources are displayed in the Data Source list. You must first select the data source for which you want to display the Application Sets, Databases or Catalogs. In the Insert In area of the Output section, use the cell selector button to select a destination cell range. We recommend that you select two columns (the first one for the Names and the second one for the Unique Names) and a large amount of rows, so that all the Applications Sets, Databases or Catalogs will be displayed. Tip: Apply a color to the selected cells so that you can spot them easily afterwards. If needed, you can also select a cell using the cell selector button in the Message In area, so that any error message will be displayed. Step 2 - Using Xcelsius 2008 components Note: In this section, the components we recommend are only suggestions. You should use the components that you think are the most appropriate to the final flash object. Once you have configured the operation type, we recommend that you place the appropriate components in the canvas area as follows: Grid. In the Properties panel on the right, click the Data cell selector button to select the cells in the spreadsheet that will contain the Applications Sets, Databases or Catalogs. Input Text Area (if you have selected a cell for messages to be displayed). In the Properties panel on the right, click the Link to Cell cell selector button to select the cell in the spreadsheet that will contain the error message text. Connection Refresh Button. In the Properties panel on the right, check the box next to the EPM connection you have created, so that the connection will be refreshed when clicking the Refresh button. Related Topics To create an EPM connection
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Step 1- Creating the EPM connection When you connect to the web server in the Data Manager dialog box, all the available data sources are displayed in the Data Source list. You must select the data source, then the Application Set/Databases/Catalogs for which you want to display the Applications/Cubes/Models. In the Insert In area of the Output section, use the cell selector button to select a destination cell range. We recommend that you select two columns (the first one for the Names and the second one for the Unique Names) and a large amount of rows, so that all the Applications, Cubes or Models will be displayed. Tip: Apply a color to the selected cells so that you can spot them easily afterwards. If needed, you can also select a cell using the cell selector button in the Message In area, so that any error message will be displayed. Step 2 - Using Xcelsius 2008 components Note: In this section, the components we recommend are only suggestions. You should use the components that you think are the most appropriate to the final flash object. Once you have configured the operation type, we recommend that you place the appropriate components in the canvas area as follows: Grid. In the Properties panel on the right, click the Data cell selector button to select the cells in the spreadsheet that will contain the Applications, Cubes or Models. Input Text Area (if you have selected a cell for messages to be displayed). In the Properties panel on the right, click the Link to Cell cell selector button to select the cell in the spreadsheet that will contain the error message text. Connection Refresh Button. In the Properties panel on the right, check the box next to the EPM connection you have created, so that the connection will be refreshed when clicking the Refresh button. Related Topics To create an EPM connection
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Then, select the dimension/hierarchy for which you want to display the members, using the Select a member list. Note: If you select the dimension/hierarchy checkbox, all the members are taken into account. If you select any other node checkbox, the member and its children are taken into account. In the Insert In area of the Output section, use the cell selector button to select a destination cell range. We recommend that you select two columns (the first one for the Captions and the second one for the Unique Names) and a large amount of rows, so that all the dimension members will be displayed. Tip: Apply a color to the selected cells so that you can spot them easily afterwards. If needed, you can also select a cell using the cell selector button in the Message In area, so that any error message will be displayed. Step 2 - Using Xcelsius 2008 components Note: In this section, the components we recommend are only suggestions. You should use the components that you think are the most appropriate to the final flash object. Once you have configured the Display dimension members operation type, we recommend that you place the appropriate components in the canvas area as follows: Grid. In the Properties panel on the right, click the Data cell selector button to select the cells in the spreadsheet that will contain the dimension members. Connection Refresh Button. In the Properties panel on the right, check the box next to the EPM connection you have created, so that the connection will be refreshed when clicking the Refresh button. Related Topics To create an EPM connection
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Creating the EPM connection using a "Retrieve data" connection If the dimension members for which you want to display a specific property is part of an SAP BusinessObjects Extended Analytics Analyzer report (in the row or column axis) used in an existing Retrieve Data using Analyzer report connection, select the Use a "Retrieve data" connection option. Then, select the "Retrieve data" connection you want to use, using the Choose Operation list. The data source, Application Set and Application of the selected connection are displayed. In the Choose Axis area, select Row [dimension] or Column [dimension], depending on in which axis the dimension you are interested in is located. Select the property you want to display the values for, using the Property Name list which contains all the properties defined for this dimension in Planning and Consolidation Application. In the Insert In area of the Output section, use the cell selector button to select a destination cell range. We recommend that you select one column and as many rows as dimension members. Tip: Apply a color to the selected cells so that you can spot them easily afterwards. If needed, you can also select a cell using the cell selector button in the Message In area, so that any error message will be displayed. Creating the EPM connection using manual selection If you want to freely choose the dimension members for which you want to display a specific property, select the Define manually option. When you connect to the web server in the Data Manager dialog box, all the available data sources are displayed. Select the data source, the Application Set, the Application and the dimension. Then, select a member (one member or a member in the hierarchy that includes other members) using the Select a member list. Select the property you want to display the values for, using the Property Name list which contains all the properties defined for this dimension in Planning and Consolidation Application. Then, you can place the approriate components on the canvas area. To consult an example, refer to the example in this guide. Related Topics To create an EPM connection Example: retrieving data and displaying the member descriptions
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You can create an EPM connection to be able to display the text contained in a file stored in the Content Library. Note: The file must have the .txt extension. Step 1- Creating the EPM connection When you connect to the web server in the Data Manager dialog box, all the available data sources are displayed. You must select the data source, then the Application Set, then the Application, then the file you want to display the text from. In the Insert In area of the Output section, use the cell selector button to select a destination cell, and only one. Tip: Apply a color to the selected cells so that you can spot them easily afterwards. If needed, you can also select a cell using the cell selector button in the Message In area, so that any error message will be displayed. Step 2 - Using Xcelsius 2008 components Note: In this section, the components we recommend are only suggestions. You should use the components that you think are the most appropriate to the final flash object. Once you have configured the Display text from content library operation type, we recommend that you place the appropriate component in the canvas area as follows: Input Text Area. In the Properties panel on the right, click the Link to Cell cell selector button to select the cell in the spreadsheet that will contain the text of the selected file. Connection Refresh Button. In the Properties panel on the right, check the box next to the EPM connection you have created, so that the connection will be refreshed when clicking the Refresh button. Related Topics To create an EPM connection
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Troubleshooting
Troubleshooting
Invalid server credentials when connecting from a Flash file Problem encountered: Once a Flash file has been generated, you want to connect to the web server, using the Connection Refresh button, the following error message appears: "The connection credentials are invalid". Resolution: The web server administrator should check the content and location of the crossdomain.xml files. No data source available in the Data Manager Note: This problem can be encountered only for SAP BusinessObjects Planning and Consolidation. Problem encountered: In the Data Manager, you connect to a web server. However, no data source is available for selection. Resolution: This problem may be caused by the XMLA provider configuration. The web server administrator should check it. Flash file generation fails Note: This problem can be encountered only for SAP BusinessObjects Planning and Consolidation. Problem encountered: When trying to preview the visualization, the preview fails for the following Planning and Consolidation-specific operation types. Enter and save data using an Analyzer report Display Business Process Flows Display Current View Display property of dimension members Display text from content library Resolution: The web server administrator to Planning and Consolidation, version for the Microsoft platform, should check if the appropriate modification has been made to the web.config file. Note: The modification to be made is explained in this guide.
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Troubleshooting
Related Topics Modifying the Planning and Consolidation Web Server virtual directory
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More Information
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http://www.sap.com Select http://help.sap.com > SAP BusinessObjects. You can access the most up-to-date documentation covering all SAP BusinessObjects products and their deployment at the SAP Help Portal. You can download PDF versions or installable HTML libraries.
Certain guides are stored on the SAP Service Marketplace and are not available from the SAP Help Portal. These guides are listed on the Help Portal accompanied by a link to the SAP Service Marketplace. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. http://service.sap.com/bosap-support > Documentation Installation guides: https://service.sap.com/bosap-instguides Release notes: http://service.sap.com/releasenotes
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https://service.sap.com/notes Notes These notes were formerly known as Knowledge Base articles. Forums on the SAP Community Network https://www.sdn.sap.com/irj/scn/forums http://www.sap.com/services/education Training From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. http://service.sap.com/bosap-support Online customer support The SAP Support Portal contains information about Customer Support programs and services. It also has links to a wide range of technical information and downloads. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. http://www.sap.com/services/bysubject/businessobjectsconsulting Consulting Consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in topics such as relational and multidimensional databases, connectivity, database design tools, and customized embedding technology.
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