Information Design Tool Overview and Best Practices Natasha Kishinevsky – Business Intelligence Manager.

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Presentation transcript:

Information Design Tool Overview and Best Practices Natasha Kishinevsky – Business Intelligence Manager

Agenda  Introduction  SAP BI 4.x Platform Overview  UDT vs. IDT comparison  IDT – New Concepts and Terminology  Universe Creation Process  Questions

Introduction: Me

Full-service IT consulting firm Founded in 1988 Offices  Chicago  Minneapolis  Raleigh  Bangalore, India Introduction: Dunn Solutions Group ChicagoMinneapolisRaleighBangalore

Practice Areas Business Intelligence DI + EIM/Quality Budgeting & Planning End-to-End BI Data Warehouse Dashboards Mobile BI Managed Services Predictive Analytics Training Open-Enrollment On-Site + Custom Jumpstart/Mentoring Packaged Solutions Legal Dashboard Visible Visitors Application Development Web Design E-Commerce Custom App Dev Mobile App Dev Portals Optical Shop Dashboard Audience Opinion

Selected Clients City of Chicago

SAP Gold Partner (top level, partner since 1995) Utilize full SAP BusinessObjects stack National coverage Comprehensive SAP BusinessObjects training Authorized Education Partner since 1995 Authorized Training Centers in Raleigh, NC / Minneapolis, MN / St. Louis, MO SAP BusinessObjects Partnership

Agenda  Introduction  SAP BI 4.x Platform Overview  UDT vs. IDT comparison  IDT – New Concepts and Terminology  Universe Creation Process  Questions

Business Intelligence Platform SAP Business Intelligence Stack Enterprise Portals MS Office On Demand Services BrowsersMobile Devices ERP SAP Business Suite Oracle E-Business PeopleSoft JD Edwards Unstructured data in Social Media and Hadoop OLAP Cubes Embedded Content MS Excel Oracle, IBM DB2, Microsoft SQL Server and other relational data sources Universe Semantic Layer EDW SAP NetWeaver BW TeraData Other data warehouses SAP HANA Platform Reporting Analysis and Exploration Dashboards

SAP BusinessObjects Business Intelligence Analysis and Exploration  Discover areas to optimize your business  Adapt data to business needs  Tell your story with beautiful visualizations Discover. Predict. Create. Dashboards  Deliver engaging information to users where they need it  Track key performance indicators and summary data  Build custom experiences so users get what they need quickly Build engaging experiences Reporting  Securely distribute information across your organization  Give users the ability to ask and answer their own questions  Build printable reports for operational efficiency Share information

Semantic Layer: Universes User Asks a Business Question Creates a Query in Web Intelligence Semantic Layer Translates the Business Question into SQL

Agenda  Introduction  SAP BI 4.x Platform Overview  UDT vs. IDT comparison  IDT – New Concepts and Terminology  Universe Creation Process  Questions

Old vs. New: Overview  The Universe Design Tool is supported  The “Old” universe creation tool  Universes created have the UNV extension  The Information Design Tool – New Addition to the BI stack  The “New” and improved universe creation tool  Universes created have the UNX extension

Old vs. New: Compatibility ToolIDT Universes (UNX)UDT Universes (UNV) Crystal ReportsXX Web IntelligenceXX ExplorerX Dashboard DesignXQAAWS & LO Lumira (Visual Intelligence)XX

What Should I do with my “Old” universes? Convert  Conversion Process is seamless and straight forward  Take full advantage of the platform with UNX universes

Agenda  Introduction  SAP BI 4.x Platform Overview  UDT vs. IDT comparison  IDT – New Concepts and Terminology  Universe Creation Process  Questions

New Concepts - Project  Projects serve as Workspaces  Connections and Connection Shortcuts  Data Foundation Layer  Business Layer  Multiple Retrievals  Shared Projects  Synchronize Changes with the platform  Collaborate on Universe development

New Concepts - Data Foundation Universe Structure  Define relationships (joins) between tables  Multi-Source Data Foundations  Detect and resolve Loops  Create Calculated Columns  Create Derived tables  Define Parameters and Lists of Values  Profile Data  Create multiple views of the data structure

New Concepts – Business Layer  Business Layer is the new Universe  When published, is combined with the Connection and Data Foundation to form a UNX file  Contains folders and objects  Objects can be tested with Business Layer Queries

New Terminology Old TerminologyNew Terms ClassesFolders Detail ObjectsAttributes HierarchyNavigation Path Self Restricting

Agenda  Introduction  SAP BI 4.x Platform Overview  UDT vs. IDT comparison  IDT – New Concepts and Terminology  Universe Creation Process  Questions

Universe Creation – Step by Step  Create a new Project  Create a new Connection  Create the connection directly in the repository  Add the Connection Shortcut to the project  Create a Data Foundation  Add necessary Tables  Create all the necessary joins  Resolve any loops  If required, add calculated columns  If required, add filters  Create The Business Layer  Add all the required folders and objects (drag and drop)  Test Objects by creating Business Layer Queries  Publish the Business Layer to the repository

Universe Creation – Step by Step New Project New Connection Insert connection in the repository Add Connection Shortcut Data Foundation Add Tables Add Joins Resolve Loops Table Filters Use Views Business Layer Add folders and Objects Queries Publish to Repository

Universe Creation – Demo

Agenda  Introduction  SAP BI 4.x Platform Overview  UDT vs. IDT comparison  IDT – New Concepts and Terminology  Universe Creation Process  Questions

Any Questions?