Best Practices for SAP BusinessObjects 4.0 in combination with SAP NetWeaver. Ingo Hilgefort Director Solution Management Customer Insight & Action

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1 Best Practices for SAP BusinessObjects 4.0 in combination with SAP NetWeaver Ingo Hilgefort Director Solution Management Customer Insight & Action

2 Agenda Data Connectivity and Meta-Data Support Hierarchical Reporting Capabilities BI Content Lifecycle Management Migrating XI 3.x BI Content to SAP BusinessObjects 4.x SAP NetWeaver and SAP BusinessObjects BI Landscape Implications Best Practices on BEx Query Design 2011 SAP AG. All rights reserved. 2

3 Data Connectivity and Meta-Data Support

4 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Direct Access via BICS Direct dimensional access to your BEx Queries No need to create a Universe Support of hierarchies and dimensional metadata Hierarchical query panel Member selector Hierarchical navigation Member functions Hierarchical report output Hierarchical columns Fold unfold Level totals Hierarchical graphics Multi-data provider synchronization Hierarchical formulas on report 2011 SAP AG. All rights reserved. 4

5 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Multi-Source Universes Authored with the information design tool Create a data foundation and a business layer based on multiple SQL connections Create multi source joins and derived tables Source independence through SQL 92 and Data Federator functions, while keeping the ability to use native SQL when necessary Benefits Federate different database vendors, OLTP and DWH, SAP BW, SAS, flat files Lower TCO for integration projects (no complex ETL to put in place) May in some cases, remove the need for a consolidated DWH 2011 SAP AG. All rights reserved. 5

6 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Direct Access via BICS or Multi Source Universe Direct BICS Connection Re-uses your existing BEx Queries Connectivity is shared across all BI client tools Provides hierarchical meta-data One Connection can point to multiple BEx Queries ( Multi-Source) Allows to connect to SAP ERP via Transient Provider (ECC 6 EhP05) Support for BEx Query elements, such as structures, variables, restricted and calculated keyfigures No Customization of objects possible No option to create your own objects outside the BEx Query No connection limits possible (for example, timeout after 5 min) Multi-Source Universe Direct link to Infoprovider level Allows to combine multiple source in a single connection Allows you to customize the objects Allows you to create your own objects and calculations No support for external BW hierarchies No support for restricted keyfigures No support for calculated keyfigures 2011 SAP AG. All rights reserved. 6

7 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Enterprise Reporting Self Service Reporting Data Visualization Analysis Search & Exploration Crystal Reports 2011 Crystal Reports for Enterprise Web Intelligence Dashboards (Xcelsius) Analysis Office Analysis OLAP BusinessObjects Explorer Live Office BI WebServices Semantic Layer Direct Access Universe Based Access Direct Access BICS ODBC JDBC BICS SQL SAP NetWeaver BW SAP NetWeaver BWA SAP HANA Data Services / Sybase Replication Server Transient Provider 3 This presentation and SAP s strategy and possible future developments are rd party subject to change and may be changed by SAP at any time for any reason without notice. This document is provided SAP HCM SAP SD SAP FIN data PeopleSoft Oracle EBS JDE 2011 SAP AG. All rights reserved. 7

8 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Meta-Data Support for BEx Queries BEx Query Element Crystal Reports for Enterprise (BICS) Web Intelligence (BICS) Dashboards (former Xcelsius) Analysis, edition for MS Office Analysis, OLAP Edition SAP Business Objects Explorer Universe (Relational) InfoProvider Dimension Characteristic Characteristic with Hierarchy Structure based on Characteristics Navigational Attribute Display Attribute Key Figure Unit / Currency Calculated Key Figure Restricted Key Figure Compounded Characteristics (!) (!) (!) Defaults in the BEx Query Constant Selection 2011 SAP AG. All rights reserved. 8

9 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Meta-Data Support for BEx Queries BEx Query Element Crystal Reports for Enterprise Web Intelligence Dashboards (former Xcelsius) Analysis, edition for MS Office Analysis, OLAP Edition SAP Business Objects Explorer Universe (Relational) Single Value Variable - Multi Single Value Variable - Interval Variable - Selection Option Variable (!) (!) (!) - Hierarchy Variable - Hierarchy Node Variable - Hierarchy Version Variable - Text Variable - EXIT Variable - Single Key Date Variable - Multiple Key Data Variable - Formula Variable - Default Values for Variables SAP AG. All rights reserved. 9

10 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Meta-Data Support for BEx Queries BEx Query Element Crystal Reports for Enterprise Web Intelligence Dashboards (former Xcelsius) Analysis, edition for MS Office Analysis, OLAP Edition SAP Business Objects Explorer Universe (Relational) Scaling Factor (!) (!) (!) Number of Decimals Display Result Rows (top / bottom) - - Suppress Result Rows - - Calculate Result as (local calculation) Display as hierarchy Sorting Hide / Unhide Reverse +/- signage 2011 SAP AG. All rights reserved. 10

11 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Meta-Data Support for BEx Queries BEx Query Element Crystal Reports for Enterprise Web Intelligence Dashboards (former Xcelsius) Analysis, edition for MS Office Analysis, OLAP Edition SAP Business Objects Explorer Conditions in rows Conditions in columns Conditions on selected characteristic Exceptions Empty / non empty More support for Conditions is planned for future releases 2011 SAP AG. All rights reserved. 11

12 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Possible workarounds BEx Query Elements Calculated / Restricted Keyfigures Variables Currency and Unit Conversion Display Attributes External BW Hierarchies Conditions Relational Universe Define calculated measures as part of the Universe Define prompts as part of the Universes or Web Intelligence Query Panel. Not possible for EXIT variables or variables filled through authorizations Possible with manual modeling of tables with conversion rates in the SAP BusinessObjects Universe Designer and joins in Data Federator. Possible with joins from InfoProvider to the master data tables in the Universe. No Workaround Use filters on measures SAP AG. All rights reserved. 12

13 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Compounded Characteristics Compounded Key Values Combined Key Value for the compounded characteristic except for Analysis, Edition for Microsoft Office Cascading prompts for compounded characteristics Supported by Analysis, Edition for Microsoft Office only 2011 SAP AG. All rights reserved. 13

14 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Scaling Factor Scaling Factor is supported, but the information about the actual scaling factor is missing with the exception of Analysis, edition for Microsoft Office SAP BusinessObjects Dashboards 2011 SAP AG. All rights reserved. 14

15 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Local Calculations Local Calculations Items like a Ranking configured in the BEx Query Key Figures configured with a local calculations are filtered out for Crystal Reports for Enterprise Web Intelligence 2011 SAP AG. All rights reserved. 15

16 SAP BusinessObjects 4.0 Connectivity for SAP Landscape Conditions Conditions can be configured to be applied in the rows applied in the columns applied on fixed characteristics applied independently As of SAP BusinessObjects 4.0 only Analysis, edition for Microsoft Office and Analysis, OLAP Edition f fully support Conditions 2011 SAP AG. All rights reserved. 16

17 Hierarchical Reporting Capabilities

18 SAP BusinessObjects 4.0 Hierarchical Capabilities Crystal Reports for Enterprise Support for hierarchical member selection Support for hierarchical parameters Support for hierarchies in charts and crosstab Support for delegated measures Support for hierarchical report design Not part of Crystal Reports for Enterprise 4.0: Switching between hierarchies on the fly Level based member selection 2011 SAP AG. All rights reserved. 18

19 SAP BusinessObjects 4.0 Hierarchical Capabilities Web Intelligence Support for hierarchical member selection Support for hierarchical parameters Support for hierarchies in charts and crosstab Support for delegated measures Support for hierarchical report design Not part of Web Intelligence 4.0 Switching between hierarchies on the fly Level based member selection 2011 SAP AG. All rights reserved. 19

20 SAP BusinessObjects 4.0 Hierarchical Capabilities Analysis, Edition for Microsoft Office & OLAP Edition Support for hierarchical member selection Support for hierarchical parameters Support for hierarchies in charts and crosstab Support for delegated measures Support for hierarchical report design Support for Level based member selection Support for exchange of hierarchies 2011 SAP AG. All rights reserved. 20

21 SAP BusinessObjects 4.0 Hierarchical Capabilities Dashboards Support for hierarchical member selection via BEx Web Runtime Support for hierarchical parameters via BEx Web Runtime Support for delegated measures Not part of Dashboards 4.0 Support for hierarchies in charts and crosstab Support for hierarchical report design Switching between hierarchies on the fly Level based member selection Support for Level based member selection Support for exchange of hierarchies Hierarchical visualizations are planned for SAP BusinessObjects Dashboards SAP AG. All rights reserved. 21

22 SAP BusinessObjects 4.0 Hierarchical Capabilities Common Items Hierarchical Member Selection In SAP BusinessObjects 4.0 for Crystal Reports, Web Intelligence, and Dashboards the selection is based on members and it is a fixed selection (not on levels) Hierarchical charting Hierarchical charts are not offering a drill down in SAP BusinessObjects SAP AG. All rights reserved. 22

23 BI Content Lifecycle Management

24 SAP BusinessObjects Lifecycle Management Integration with SAP CTS+ Controller Route Systems SAP Business Warehouse A designated BW server configured as a Domain Controller (Transport Host) in Transport Management System (STMS) Predefined on the Controller through Transport route configuration Source and target servers predefined on the Controller through Transport route configuration SAP BusinessObjects Enterprise A designated BusinessObjects Enterprise server with LifeCycle Manager Add-on Definable per Transport(Promotion) by assigning a source and a destination systems Definable per Transport(Promotion) by assigning a source and a destination systems SAP BusinessObjects Development QA Production SAP Business Warehouse Development QA Production 2011 SAP AG. All rights reserved. 24

25 SAP BusinessObjects Lifecycle Management Integration with SAP CTS+ CTS Change and Transport System To synchronize content in SAP ABAP deployments CTS+ Enhanced Change and Transport System Used to transport non ABAP objects TMS Transport and Management System Transaction STMS Define transport domains and transport routes Transport all changed objects from one system to another. Transport organizer Transport routes 2011 SAP AG. All rights reserved. 25

26 SAP BusinessObjects Lifecycle Management Integration with SAP CTS+ LifeCycle Manager is a Web-Based tool that enables you to Promote Business Intelligence resources from one BusinessObjects system to another BusinessObjects system Manages dependencies of BI resources Rollbacks a promoted resource to restore the destination system to its previous state Manages different versions of BI resources No additional licensing required Available now at the SAP Service Marketplace extranet 2011 SAP AG. All rights reserved. 26

27 SAP BusinessObjects Lifecycle Management Integration with SAP CTS+ TMS System-Landscape Configuration Representation of BOE Systems Promote via CTS Job TD1 (DEV System) Transport Organizer Web UI Transport Transport Transport Request Request Request ZIP TD2 (Test System) Application Type BOLM Transport Transport Transport Request Request Request ZIP XYZ (Prod System) Application Type BOLM Promotion of Jobs Start the import in TMS to process the job BOE Systems Collect objects TD1 TD2 XYZ TEST TEST TEST 2011 SAP AG. All rights reserved. 27

28 SAP BusinessObjects Lifecycle Management Integration with SAP CTS+ Change(s) made in SAP BusinessObjects 4.0 Development system Lifecycle Manager used to: Collect changed objects & any required internal dependencies into Promotion Job Associate any external dependencies with the promotion job (e.g. BEx Queries) Assign Promotion Job to Transport Request Export to CTS+ consolidation environment Transport Request is being released. CTS+ transports objects via Transport Routes to various Transport nodes (destination systems) Lifecycle Manager import plug-in called at destination & changes committed to destination system (>> SAP BusinessObjects Enterprise 4.0) All objects committed with administrator credentials Overrides to database connections are applied based on override table at destination system Related objects (e.g. BW) committed to appropriate destination as well 2011 SAP AG. All rights reserved. 28

29 SAP BusinessObjects 4.0 SAP Integration Lifecycle Management 2011 SAP AG. All rights reserved. 29

30 Migrating XI 3.x BI Content to SAP BusinessObjects 4.x

31 SAP BusinessObjects 4.0 SAP Integration Migrating BI Content from XI 3.1 to 4.0 The following steps are purely focusing on migrating the BI content for Crystal Reports 2008 (BW MDX Driver) moving to Crystal Reports for Enterprise 4.0 (BICS Connectivity) for Web Intelligence XI 3.1 (OLAP Universe) moving to Web Intelligence 4.0 (BICS Connectivity) IMPORTANT: Remember that the new connectivity does not allow for customization or custom objects >> Means all needed objects need to be part of the underlying Bex Query 2011 SAP AG. All rights reserved. 31

32 SAP BusinessObjects 4.0 SAP Integration Migrating BI Content from XI 3.1 to 4.0 Migrating XI 3.1 OLAP Universe to BICS Connection Step 1: Open the Web Intelligence report in Edit Mode Step 2: Use the Change Source Menu 2011 SAP AG. All rights reserved. 32

33 SAP BusinessObjects 4.0 SAP Integration Migrating BI Content from XI 3.1 to 4.0 Migrating XI 3.1 OLAP Universe to BICS Connection Step 3: Change the source to the new BICS Connection 2011 SAP AG. All rights reserved. 33

34 SAP BusinessObjects 4.0 SAP Integration Migrating BI Content from XI 3.1 to 4.0 Migrating XI 3.1 OLAP Universe to BICS Connection Step 4: Map the existing fields to the new list of fields Issues in 4.0 Unit / Currencies & Hierarchies 2011 SAP AG. All rights reserved. 34

35 SAP BusinessObjects 4.0 SAP Integration Migrating BI Content from XI 3.1 to 4.0 Migrating Crystal Reports 2008 to Crystal Reports for Enterprise Step 1: Open the Crystal Reports 2008 report to Crystal Reports for Enterprise 2011 SAP AG. All rights reserved. 35

36 SAP BusinessObjects 4.0 SAP Integration Migrating BI Content from XI 3.1 to 4.0 Migrating Crystal Reports 2008 to Crystal Reports for Enterprise Step 2: Change the connection to the new BICS Connection 2011 SAP AG. All rights reserved. 36

37 SAP BusinessObjects 4.0 SAP Integration Migrating BI Content from XI 3.1 to 4.0 Migrating Crystal Reports 2008 to Crystal Reports for Enterprise Step 3: Map the fields to the new meta-data 2011 SAP AG. All rights reserved. 37

38 Best Practices on BEx Query Design

39 SAP BusinessObjects 4.0 and SAP NetWeaver BW Best Practices on BEx Query Design Overall recommendation BEx Queries are recommended as data sources for all the SAP BusinessObjects BI Tools BEx Queries offer significant functionality to create customized data sources that meet enduser requirements, such as Calculated Key figures, Restricted Key figures and SAP Variables. You do NOT want one BEx Query for one report (. And not one BEx Query for all reports either) Focus the implementation strategy on limiting the number of BI Queries by sharing common elements The BI Client tool and report definition is the primary influence factor on how much data is being retrieved from SAP NetWeaver BW In some situations extremely large queries and universes can adversely affect performance 2011 SAP AG. All rights reserved. 39

40 SAP BusinessObjects 4.0 and SAP NetWeaver BW Best Practices on BEx Query Design Placement of Characteristics / Key Figures have no direct impact for the BI tools Allow External Access option should be set in the properties of the BEx query For large sets of key figures, use the option - Use Selection of Structure Members in transaction RSRT (Query Monitor) Leverage the capabilities of the Restricted Key and Calculated Key Figures Leverage SAP Variables as part of the BW Query Can be shared across queries, minimizing development downstream List of Values are being generated automatically Time based structures / calculations Leverage EXIT Variables as part of the BW query Data Level Security & BW Use BI authorizations for data level security Items not supported via direct InfoCube access: Variables (e.g. Authorization Variables) Restricted or calculated Keyfigures Filters Custom structures Navigational attributes 2011 SAP AG. All rights reserved. 40

41 SAP Community Resources SAP BusinessObjects Community SAP BusinessObjects BI Solution Architecture SAP AG. All rights reserved. 41

42 SAP Press Reporting and Analytics using SAP BusinessObjects (SAP Press, 2010) Inside SAP BusinessObjects Explorer (SAP Press, 2010) Integrating SAP BusinessObjects XI 3.1 Tools with SAP NetWeaver (SAP Press, 2009) Inside SAP BusinessObjects Advanced Analysis (SAP Press, 2010) 2011 SAP AG. All rights reserved. 42

43 Thank You! Contact information: Ingo Hilgefort Twitter: ihilgefort Blog:

44 2011 SAP AG. All rights reserved No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without pr ior notice. Some software products marketed by SAP AG and its distributors contain proprietary software c omponents of ot her software vendors. Microsoft, Windows, E xcel, Outlook, and PowerPoint are r egistered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iseries, pseries, xseries, zseries, eserver, z/vm, z/os, i5/os, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix ar e trademarks or r egistered trademarks of IBM Co rporation. Linux is the registered trademark of Linus T orvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are ei ther trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of O racle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or r egistered trademarks of C itrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W 3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Oracle Corporation. JavaScript is a registered trademark of Oracle Corporation, used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are t rademarks or registered trademarks of S AP AG i n 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 r egistered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, ianywhere, Sybase 365, SQ L Anywhere, and other Sybase products and services mentioned herein as w ell as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the t rademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may var y. The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the express prior written permission of SAP AG. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and f unctionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice. SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the ac curacy or c ompleteness of t he i nformation, text, graphics, links, or ot her items contained within this material. 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. SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from t he u se of t hese materials. This limitation shall not apply in cases of intent or gross negligence. The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the u se of h ot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages SAP AG. All rights reserved. 62

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