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Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin.

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Presentation on theme: "Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin."— Presentation transcript:

1 Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin October 20, 2010 Session ID: BI212

2 2 Agenda The new face of BI …. With BOBJ Available Tools and Integration Points Project Approach and Resource Requirements BEX Queries and OLAP Universe Deploying a Dashboard Portal Integration and SSO The Experience

3 3 SAP Landscape with Business Objects ECC Financials Operations Human Resources Logistics Corporate Services ECC Financials Operations Human Resources Logistics Corporate Services CRM SCM SRM PLM SAP Business Suite EPM GRC Enterprise Applications 3rd-Party Databases and Applications SAP NetWeaver Business Warehouse Open HUB Process Integration SAP NetWeaver BW Accelerator Master Data Governance Master Data Management SAP NetWeaver Portal SAP Bex Queries Excel Analyzer Web Analyzer SAP Bex Queries Excel Analyzer Web Analyzer Lifecycle Management SAP NetWeaver Content Extractors Content Extractors Data Quality Management For SAP/CRM Real-time Validation Duplication Data Quality Management For SAP/CRM Real-time Validation Duplication Data Quality Data Federator

4 4 Why Business Objects Now part of the SAP Business Intelligence suite of tools Tight integration with SAP BW and ECC More Reporting Options Better Presentation Layer User Friendly Tools Intuitive User Interface

5 5 Meets the needs of different user base within the organization: Executives and Managers Business Analysts Information Consumers Serving Different User Base

6 6 Agenda The new face of BI …. With BOBJ Available Tools and Integration Points Project Approach and Resource Requirements BEX Queries and OLAP Universe Deploying a Dashboard Portal Integration and SSO The Experience

7 7 Tools and Usage Tools Web Intelligence Crystal Reports Xcelsius Pioneer Explorer Usage Adhoc Query, Reporting and Analysis Enterprise Reporting Dashboard/Visualization Advanced Analytics Discovery and Exploration

8 8 Integration Points and Architecture Components Xcelsius Live Office Query as a WebService Web Intelligence (Webi) Crystal Reports OLAP Universe SAP BW BEX Query Multi Provider Infocube Direct Access 8

9 9 More Streamlined Connectivity – BEX to Xcelsius Xcelsius Live Office Query as a WebService Web Intelligence (Webi) Crystal Reports OLAP Universe SAP BW BEX Query Multi Provider Infocube Direct Access BI Consumer Services BICS Connectivity Technical Requirements: SAP NetWeaver BW 7.01 (SAP enhancement package 01), Service Pack 05 SAP BusinessObjects Xcelsius Enterprise 2008 Service Pack 02 SAP Frontend 7.x installed on the client with BI Add-Ons BI Consumer Services BICS Connectivity Technical Requirements: SAP NetWeaver BW 7.01 (SAP enhancement package 01), Service Pack 05 SAP BusinessObjects Xcelsius Enterprise 2008 Service Pack 02 SAP Frontend 7.x installed on the client with BI Add-Ons

10 10 Building Blocks BEX Queries (Source) Universe (Semantic Layer) Universe Connection to BW Webi Reports (Presentation Layer) Live Office Connections Xcelsius (Dashboard) Infoview (BOBJ Portal) Enterprise Portal

11 11 Agenda The new face of BI …. With BOBJ Available Tools and Integration Points Project Approach and Resource Requirements BEX Queries and OLAP Universe Deploying a Dashboard Portal Integration and SSO The Experience

12 12 Project Approach Start with a Proof of Concept (POC) Define Scope (both for POC and full implementation) Number of KPIs to be captured in POC KPIs required for the go live Identify any Drill Down Reports Use Production or Production Like Data Identify your Audience Senior Management C level Executives Others

13 13 Resource Requirements Team Requirement and Collaboration: BI/BOBJ Architect and Project Manager Identify BW Resource(s) Pick the Business User/SME to guide the project Team Basis Resource: Knowledge of Business Objects Environment SAP Integration Kit Enterprise Portal support Business Objects Developer(s)

14 14 Agenda The new face of BI …. With BOBJ Available Tools and Integration Points Project Approach and Resource Requirements BEX Queries and OLAP Universe Deploying a Dashboard Portal Integration and SSO The Experience

15 15 Use of BEX Queries as a Source for BOBJ BEX queries have a one to one relationship to a BOBJ Universe This is identified as an OLAP Universe In order for the Universe to access the BEX query Check the Allow External Access checkbox in query properties Also check the settings in RSRT transaction called Use selection of Structure Members. This allows Business Objects to read the structures in BEX query Try maintaining the reporting logic in BEX by utilizing exit variables to determine time and other complex computations if possible

16 16 Use of BEX Queries as a Source for BOBJ Be mindful of the changes made to the BEX query A Universe refresh is required every time a change is made to the BEX query Use inclusion filters instead of exclusions when using certain values or value ranges for a characteristics Check your query output by using MDXTEST transaction in BW that allows you to debug any issues Note: You do not need a BI Query for every report and you do not need a universe for every BI Query

17 17 BEX Query and OLAP Universe A universe on top of BEX query is an OLAP Universe – No table joins etc. are required in this type of Universe This is a major difference between relational database universe and OLAP based The following screen shot shows the Refresh Structure setting These settings allows the developer to sync up the Bex query to the Universe

18 18 SAP BW OLAP Universes - Terminologies BW Query ElementOLAP Universe Element Cube DimensionClass Characteristic (incl. Time and Unit)A class with dimension and detail objects (detail objects for key and description) Key FigureMeasure element in a class named Key figures Navigational attributeA class with dimension and detail objects (detail objects for key and description) Display attributeEach display attribute becomes a detail object underneath the related dimension object SAP variablesQuery filter as predefined object which can be optional or mandatory Custom structureDimension object

19 19 BEX Query Designer

20 20 Comparable OLAP Universe on Top of BEX Query

21 21 Universe Settings for BEX Queries Hide Level 00 in the Universe definition Remove L01 suffix from the object names and update the text to reflect user friendly names Use Single Sign On When refreshing reports at view time option as the authentication mode

22 22 Agenda The new face of BI …. With BOBJ Available Tools and Integration Points Project Approach and Resource Requirements BEX Queries and OLAP Universe Deploying a Dashboard Portal Integration and SSO The Experience

23 23 Elements of Xcelsius

24 24 Important Phases and Connectivity Model 24 Data Model design Dashboard Front End Design Dashboard Excel Design SAP BI-Xcelsius connectivity Sap Bex Query Business Objects Universe QAAWS/ Live Office Xcelsius Dashboard BI Consumer Services Connector

25 25 Data Model Design for Dashboards As the end product is a Dashboard, the SAP BI backend data model should be designed very specifically keeping in mind the following aspects: Business Requirement Dashboard performance Complexity balance: Front-end/Back-end Total development time Change Management – Key Aspect due to management visibility Connectivity model

26 26 Guidelines for deploying a Dashboard Architectural Guidelines Dashboard Load Times. Define a criteria < 10 Seconds? Consistency in Results – design needs to minimize the opportunity to duplicate calculations or arrive at different results Flexibility in Dashboards and Queries/Reports Identify the level of effort for any design changes Examples: Aesthetic changes VS adding new KPIs Simplicity should rule the design in Xcelsius and reports Keep ongoing maintenance in mind Turn around time Ease of Use for End users

27 27 Xcelsius Dashboard Best Practices Define a standard look and feel for the corporate dashboard Color schemes Corporate logo Pick the data connection that works for your situation Query as a Web Services (QAAWS) Live Office (LO) connection Define KPIs that provide a high level overview of the data Allow drill down capabilities in to more detailed Webi reports To answer any further questions prompted from dashboard

28 28 Operational Budget Dashboard

29 29 In the object browser group the design elements in a logical manner A few things to consider when choosing the design components Ease of Analysis Naming convention for the component Use of Filters and panels Color Scheme Additional Tips for Dashboard Design

30 30 Use the following tips: Formula Optimization Use of Vlookups Color legends Use different excel sheets per different mapping scenarios Use of headings and comments with proper description Dashboard Excel Design

31 31 BOBJ Adhoc Capabilities Web Intelligence (Webi) tool is known for its Adhoc capabilities Leverage the same Universe used for creating the Dashboard for creating on demand reports to do more detail analysis Users can create their own Webi reports via Infoview (BOBJ Portal) that can be integrated in to Enterprise Portal Leverage the SSO capabilities that allows seamless integration between Enterprise Portal, Infoview and backend BW system

32 32 Where can Web Intelligence add value? Customer requirements Self-service reporting and analysis, autonomy from IT Simple user interface, designed for the masses Combine data from SAP and non-SAP data in a single report Connectivity to SAP SAP and non-SAP data in a single report Rich feature set Connectivity to SAP Sits on top of Business Objects Enterprise Universes Universes connect to SAP NetWeaver BI via OLAP BAPI Access objects: BEx Queries & SAP BI Info Cubes

33 33 Support of BW Variables in Webis Variable typeProcessing Type User Entry/ Default Value Replacement path AuthorizationCustomer exit SAP exit CharacteristicSupported TextNot Supported SupportedN/A FormulaSupported N/ASupported HierarchySupportedN/A Supported Hierarchy node SupportedN/A Supported

34 34 Web Intelligence Publications Publications in Business Objects Enterprise (BOE) plays a similar role to Information Broadcasting in BW Publications allows you to schedule a Crystal Report/Web Intelligence object for distribution to end users Prerequisites – Publications with SAP BW Security: BI authorizations are configured in SAP BI Server side trust being granted between SAP BI and BOE SAP authentication configured in BOE SAP user and roles imported to BOE and available as recipients OLAP Universe deployed with SSO as authentication method Web Intelligence report being created and available in BOE Publication being created as multi-pass bursting process (one fetch per recipient)

35 35 Agenda The new face of BI …. With BOBJ Available Tools and Integration Points Project Approach and Resource Requirements BEX Queries and OLAP Universe Deploying a Dashboard Portal Integration and SSO The Experience

36 36 Integrating BOBJ into Enterprise Portal Xcelsius Dashboards, Web Intelligence and Crystal Reports can be integrated into Enterprise Portal Allows users a consistent look and feel for their reports and dashboards Leverages SSO functionality thus enhancing user experience as a whole Couple of Integration options: Knowledge Management (KM) content can be used to integrate BOBJ content into Portal OpenDoc URL Iviews can be configured in Portal to provide direct link to Dashboard and reports

37 37 Data Journey and Authentication Path Use Single Sign On (SSO) to connect from Portal to BOBJ Infoview to BW Leverage role level security in BW to secure Enterprise level data Configure Custom Access Levels in BOE Ensure BOE, BW and Portal are in the same Domain In CMC, setup SAP Entitlement System in BOE using the SAP id setup for SSO Import BW roles into BOE

38 38 BOBJ Transport AKA Life Cycle Management Life Cycle Management (LCM) acts as the transport system to move BOBJ development objects between environments Examples Include: Universe Connections Webi Reports Xcelsius Dashboard Custom Access Lists (CALs) – BOBJ Authorization

39 39 LCM Steps Following steps are involved in moving objects from Dev to QA or Prod environments: Create a new job by clicking on this icon You must be logged on to source system Add the necessary objects Always verify dependencies between objects Some example sequence include: Report => Universe => Connection Once the object collection is complete a Test Promotion can be performed. This allows for a quick sanity check before actually promoting objects to target system

40 40 LCM Dos and Donts Schedule your LCM job similar to how you would setup your SAP transports to a target system Use consistent naming conventions when creating the LCM jobs Avoid promoting dependencies if they are already in the target system Use rollback mechanism if you have to restore the destination system to its prior state Only use this option if you have to quickly restore the target system Use this option sparingly as it takes up disk space

41 41 Agenda The new face of BI …. With BOBJ Available Tools and Integration Points Project Approach and Resource Requirements BEX Queries and OLAP Universe Deploying a Dashboard Portal Integration and SSO The Experience

42 42 Impact of Business Objects Adding Business Objects in your current landscape adds complexity Newer skill sets above and beyond BW are required More Integration points (or more Pain Points introduced) in the environment Maintenance challenges with a new set of components and upgrades to deal with Evolving architecture

43 43 Key Learnings Xcelsius: Users can consume and analyze a lot of information in a meaningful way Information at the executives fingertips via tabs, filters with telling graphical representation Web Intelligence: Webi reports reduces time to develop formatted reports with much more capability on an Adhoc basis Webi reports provide power users ability to modify queries and reports like BEX Webi reports provides executives and light information workers quick insight into their data

44 44 Payback An enhanced user experience Business Objects covers a wide spectrum of user base in the organization – Something for everybody More business ownership less IT dependency – An opportunity to move away from Excel and Access based custom solutions Provide insights in to your data at the highest level in the organization – Folks who are making critical business decisions

45 45 Contact Info Mustansir Saifuddin Web: Session ID: BI212


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