Reporting and Analytics with SAP* BusinessObjects

Transcription

1 Ingo Hilgefort Reporting and Analytics with SAP* BusinessObjects Galileo Press Bonn Boston

2 Contents Foreword Introduction Overview of the SAP BusinessObjects Tools Enterprise Reporting Ad Hoc Query and Reporting Advanced Analysis Dashboarding and Data Visualization Discovery and Exploration SAP BusinessObjects Bl and Microsoft Office Motivation Customer Requirements and Usage Scenarios Financial Reporting and Analysis Requirements Sales Reporting and Analysis Requirements HR Reporting and Analysis Requirements Executive Leadership and Management Reporting and Analysis Requirements Mapping SAP BusinessObjects Tools to Customer Requirements Mapping SAP BusinessObjects Tools to User Types Decision Path for SAP BusinessObjects Tools Crystal Reports Installation SAP BusinessObjects Integration for SAP Solutions

3 Contents Ad Hoc Query and Analysis SAP Data Connectivity for Crystal Reports Customer Case Study Enterprise Reporting Requirements Crystal Reports Designer Quick Basics Crystal Reports Designer Environment * Field Explorer Groupings Section Expert Conditional Formatting Saving to BusinessObjects Enterprise SAP-Specific Options Customer Requirements Financial Reporting with Crystal Reports Customer Requirements HR Reporting with Crystal Reports SAP Data Connectivity for Web Intelligence and Universes Metadata Management with Universes Overview on Universes OLAP Universes and SAP NetWeaver BW Relational Universes and SAP NetWeaver BW OLAP Universes and Relational Universes A Comparison Creating Your First OLAP Universe on Top of SAP NetWeaver BW Customize Your OLAP Universe Creating Your First Relational Universe on Top of SAP NetWeaver BW Customize Your Relational Universe Customer Case Study Ad Hoc Query and Analysis Requirements Financial Reporting and Analysis Requirements Sales Reporting and Analysis Requirements Human Resource (HR) Reporting and Analysis Requirements Executive Leadership and Management Reporting and Analysis Requirements

4 Web Intelligence Quick Basics Creating Your First Web Intelligence Report Using Filter and Prompts Arranging Objects Using Breaks, Sections, and Summaries Customer Case Study Sales Reporting with Web Intelligence Customer Case Study Financial Reporting with Web Intelligence SAP Data Connectivity for Xcelsius Xcelsius and SAP NetWeaver Bl Connectivity Details Technical Prerequisites Connecting to a BW Query Integrating Translated Strings Launching of dashboards Internationalization of Dashboards Customer Case Study Dashboarding Requirements Xcelsius Designer Quick Basics Xcelsius Designer Overview Setting Up Your Environment Role of Microsoft Excel Creating Your First Xcelsius Dashboard Common Look and Feel Customer Case Study Sales Management Dashboard with Xcelsius Customer Case Study Sales Planning Dashboard with Xcelsius Live Office Installation Live Office Configuration

5 BusinessObjects Content and Microsoft Office Customer Case Study Requirements for an Integration with Microsoft Office Live Office Quick Basics Live Office Environment Using Live Office and Microsoft Excel Using Live Office and Microsoft PowerPoint Using Live Office and Microsoft Outlook Customer Case Study Using Live Office for Reporting Installation of SAP BusinessObjects Explorer Configuration of SAP Authentication for SAP BusinessObjects Explorer Configuration of SAP BusinessObjects Explorer Combined with SAP NetWeaver BWA User Security Configuration for SAP BusinessObjects Explorer SAP BusinessObjects Explorer Enablement SAP NetWeaver BWA - Index Wizard SAP BusinessObjects Explorer using BWA Index Deployment Options for SAP BusinessObjects Explorer... SAP Data Connectivity for SAP BusinessObjects Explorer Customer Case Study Requirements for Search and Exploration Financial Reporting and Analysis Requirements Sales Reporting and Analysis Requirements Human Resource (HR) Reporting and Analysis Requirements Executive Leadership and Management Reporting Requirements SAP BusinessObjects Explorer Quick Basics Customer Case Study Sales Analysis Customer Case Study Financial Analysis

6 Contents Deployment Overview SAP Data Connectivity for Pioneer Customer Case Study Requirements for Advanced Analysis Financial Area Requirements Sales Area Requirements Human Resources (HR) Area Requirements Executive and Leadership Area Requirements Pioneer Quick Basics Customer Case Study Financial Analysis Customer Case Study Requirements for Dashboards Dashboard Builder Quick Basics Creating Dashboards Creating Analytics Customer Case Study Execute Information Dashboard Introduction User Authentication Web Desktop Overview Folders and Categories Setting User Preferences Using Objects - Search Integration for SAP Solutions My Using Discussions Using Encyclopedia i

7 Contents 11.1 Selecting the Right Tool 11.2 SAP NetWeaver BW Query Design Relationship: BW Query and Report Elements of an SAP NetWeaver BW Query Using Variables in a BW Query Display Relevant Settings 11.3 Data Connectivity and Metadata Management Data Connectivity Metadata Management 11.4 User Security 11.5 Performance Considerations 11.6 Known Limitations Crystal Reports Web Intelligence and Universe Designer Xcelsius SAP BusinessObjects Explorer Data Federator Report Design-Relevant Topics 11.8 Tracing and Troubleshooting SAP BusinessObjects Bl Client Tools Pioneer SAP BusinessObjects Explorer and SAP NetWeaver BW Accelerator (BWA) 12.2 SAP BusinessObjects Bl Client Tools Integrated into SAP Applications 12.3 Two Platforms SAP BusinessObjects and SAP NetWeaver

8 Contents A Installation and Configuration of the Data Federator Connectivity 617 A.1 Required Software Components 617 A.2 Installation of Data Federator 617 A.3 Configuration Steps for SAP NetWeaver BW and Data Federator 623 A.4 User Handling between Data Federator and SAP NetWeaver BW 632 A.5 User Mapping for Data Federator Connectivity 635 A В The Author 641 Index 643 ' 13