Product Based on Your Business Requirements for SAP BW Customers Ingo Hilgefort Director Solution Management
Disclaimer This presentation outlines our general product direction and should not be relied on in making a purchase decision. This presentation is not subject to your license agreement or any other agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to develop or release any functionality mentioned in this presentation. This presentation and SAP's strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. 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 assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent. 2011 SAP AG. All rights reserved. 2
one part of your overall BI Strategy WHY is using the RIGHT client so important?.. It helps to address the business needs and requirements.. It can help to increase the adoption of your overall BI implementation.. It can help to increase overall business self service and using the WRONG client so detrimental?.. will lead to user dissatisfaction.. will lead to the usual behavior : exporting data, duct tape BI (Excel), untrusted information.. will slow down the overall adoption of your BI strategy 2011 SAP AG. All rights reserved. 3
based on your audience
SAP BusinessObjects BI 4.x Dashboards & Visualization Interactive Reporting Analysis Reporting BI Platform Search & Exploration Trusted Data 2011 SAP AG. All rights reserved. 5
SAP BusinessObjects BI Client Portfolio SAP BusinessObjects BI solutions provide business users with access to unified information through a broad suite of BI tools for confident decision making and alignment across people and teams on a single, scalable BI platform Reporting Dashboards and Visualization Interactive Reporting Analysis Data Exploration BI Application Design How do I access and transform corporate data into highly formatted reports for greater insight? How do I visualize data for better decision making? How do I answer ad hoc questions and interact with information? How do I determine trends from complex historical data and possibly make better forecasts? How do I find immediate answers to business questions? How can IT create centrally from simple to complex BI applications for a larger audience? 2011 SAP AG. All rights reserved. 6
Different Needs Require Different Experience LoB / Senior Management Placeholder text Placeholder text Executive Information Business Analyst Placeholder text Individual Contributor 2011 SAP AG. All rights reserved. 7
Different Needs Require Different Experience LoB / Senior Management Analyze regional goals and strategic KPIs Analyze information to measure the progress toward set goals and KPIs. Placeholder text Information Placeholder text Executive Oversee cross department / line of business performance and evaluate different scenarios for planning and forecasting purposes. Combine and review analytics with company strategies and goals to continuously improve company performance Business Analyst Leverage actual and historical data to create detailed planning scenarios Leverage data and tools to provide answers ad-hoc to the management and executive team so that decisions are based on solid information. Placeholder text Individual Contributor Review regular account statements to control customer invoices and vendor accounts. Fulfill management requests for information as simply as possible. 2011 SAP AG. All rights reserved. 8
Different Needs Require Different Experience Your consumer is driving the business requirements We will focus on the consumer of reports and analytics in this presentation IT will always play a role as part of your BI deployment to build the foundation Setting up BEx Queries Setting up connections Web Intelligence Analysis Setting up BEx Queries Creating pre-defined workbooks Building BI & Planning Applications Report Design Crystal Reports IT Dashboards Dashboard Design 2011 SAP AG. All rights reserved. 9
Different Needs Require Different Experience SAP BusinessObjects Dashboards LoB / Senior Management Executive Analysis, edition for OLAP Analysis, edition for Microsoft Office SAP BusinessObjects Explorer SAP BusinessObjects Dashboards Crystal Reports Analysis, edition for OLAP Business Analyst Individual Contributor Web Intelligence Analysis, edition for Microsoft Office Web Intelligence Analysis, edition for Microsoft Office 2011 SAP AG. All rights reserved. 10
Crystal Reports Consume standardized reports to review operational metrics Receive alerts from pre-built reports and leverage information for follow up Individual Contributor Use guided interactivity for filtering and selecting the right information Analysis, edition for Microsoft Office Consume and interact with information using prepared workbooks Analyze operational metrics inside the Microsoft Office environment Follow guided analysis using pre-built BI applications Web Intelligence Edit pre-built reports without the need for IT or a report designer Use interactive reporting capabilities to access and analyze a variety of data sources Share reports with larger audience and make use of product interoperability 2011 SAP AG. All rights reserved. 11
Analysis, edition for Microsoft Office Analyze corporate information to fulfill ad hoc requests from management Review actual and historic data and use information as part of planning forecasts Business Analyst Build and share Microsoft Excel based BI applications for guided analysis Analysis, edition for OLAP Analyze and interact with corporate data in a zero-client via the web Build and share multi-dimensional workspace to reach a larger audience Use Analysis as starting point and leverage product interoperability for details Web Intelligence Use interactive reporting capabilities to access and analyze a variety of data sources Create and edit reports without the need for IT or a report designer Share reports with larger audience and make use of product interoperability 2011 SAP AG. All rights reserved. 12
Analysis, edition for Microsoft Office Analyze and review corporate KPIs and measure progress towards set goals Share findings with upper management in form of presentations with live data Senior Management Use actual and historical data for detailed planning scenarios to enable realistic forecasting Analysis, edition for OLAP Analyze and interact with corporate data in a zero-client via the web Share prepared or private workspace with other users Leverage product interoperability to share findings with other BI clients SAP BusinessObjects Dashboards Receive an overview on corporate KPIs using easy consumable visualization Leverage interactive dashboards to conduct own analysis Navigate to detailed information to analyze further down to the root cause 2011 SAP AG. All rights reserved. 13
SAP BusinessObjects Dashboards Track and analyze company wide metrics using real-time interactive dashboards Leverage what-if capabilities to evaluate different planning scenarios Executive Provide navigation for further analysis using product interoperability SAP BusinessObjects Explorer Answer ad-hoc questions anywhere, anytime using historic and real-time data Search and explore information by using natural words and simple visualizations Access large volumes of information on-premise and on device 2011 SAP AG. All rights reserved. 14
CREATE CONSUME Selecting the Right SAP BusinessObjects BI Client How can Analysis, edition for Application Design help you? Consume and interact with information using simplified BI templates Analyze information on mobile devices Executive Leverage BI applications for planning and forecasting scenarios User product interoperability to share results with other BI clients Senior Management Create BI applications and design guided navigations IT Leverage BI applications for planning and forecasting scenarios Business Analyst Consume and interact with information using simplified BI templates Use pre-built workbooks with guided steps Individual Contributor 2011 SAP AG. All rights reserved. 15
SAP BusinessObjects Analysis, edition for Microsoft Office Senior Management Business Analyst Individual Contributor Multidimensional data analysis with native Microsoft Office user experience Analyze and interact with data in Microsoft Excel to discover, compare, and forecast business drivers Create live data presentations with Microsoft PowerPoint to share business insights Create predefined workbooks for simplified data analysis 2011 SAP AG. All rights reserved. 16
SAP BusinessObjects Analysis, edition for OLAP Business Analyst Multidimensional data analysis within a web-based environment Analyze and interact with data through dedicated web client to uncover answers to business questions Create workspaces for private usage or to share business insights across the enterprise Run SAP BusinessObjects Analysis, edition for OLAP with other business analytic solutions integrated on the same BI platform 2011 SAP AG. All rights reserved. 17
Preview: SAP BusinessObjects Analysis, edition for application design Analytical & Planning Applications Rich and Intuitive design environment for building powerful analytical and planning BI applications IT Leverage a large set of out-of-the-box design components and the ability to customize using simple scripting language Create applications for on-premise and on-device using the latest technology, such as HTML5 rendering Create applications optimized for SAP NetWeaver BW and SAP HANA This presentation and SAP s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. 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. 2011 SAP AG. All rights reserved. 18
SAP Crystal Reports Individual Contributor Design well-formatted, layout-focused reports Create professional reports following strict layout presentation: legal, business, financial, and regulatory Build guided interactivity into reports to enable faster decision making Report off any type of data source and transform raw data into detailed data analysis 2011 SAP AG. All rights reserved. 19
SAP BusinessObjects Web Intelligence Senior Management Business Analyst Individual Contributor Ad hoc interactive reporting Access, analyze, format, and share business insights, all in one tool. Create queries easily without the need to engage a report designer Query on any type of data source with built-in features focused on easy data analysis 2011 SAP AG. All rights reserved. 20
SAP BusinessObjects Dashboards Executive Middle Management Visualize complex data easily with interactive dashboards Monitor key performance indicators through library of rich visualizations Perform what-if scenario-based analysis with interactive controls Drill into reports and analytics for further data analysis 2011 SAP AG. All rights reserved. 21
SAP BusinessObjects Explorer Executive Search relevant information and direct exploration of data Answer investigative questions and obtain facts quickly Self-service access to data without the need for predefined report or query Automatic generated visualizations for immediate insight on data 2011 SAP AG. All rights reserved. 22
based on product capabilities
Comparing Product Capabilities Crystal Reports 2011 Crystal Reports for Enterprise Web Intelligence SBOP Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP SBOP Explorer Highly formatted reporting Parameterized / Dynamic Layout Self Service reporting / Free form layout Hierarchical capabilities Data Visualization Product Interoperability Guided Navigation Mobile Reporting 2011 SAP AG. All rights reserved. 24
Comparing Product Capabilities SAP Data Sources Crystal Reports 2011 Crystal Reports for Enterprise Web Intelligence SBOP Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP SBOP Explorer SAP ECC (directly) Yes Yes* Yes* Yes* No No Yes* SAP ECC via Transient Provider ECC 6 - EhP05 Yes Yes Yes Yes Yes Yes No SAP NetWeaver BW (BI Consumer Services) No Yes Yes Yes Yes Yes No SAP NetWeaver BW (MDX) Yes No Yes No No No No SAP NetWeaver BW (Relational) No Yes Yes Yes No No Yes SAP NetWeaver BWA (via SAP BW) Yes Yes Yes Yes Yes Yes Yes SAP NetWeaver BWA (directly) No No No No No No Yes SAP HANA (directly) Yes Yes Yes Yes Yes Yes* Yes Non-SAP Sources Yes Yes Yes Yes No Yes Yes * - New planned capability with SAP BusinessObjects BI 4.0 Feature Pack 03 2011 SAP AG. All rights reserved. 25
Comparing Product Capabilities Hierarchical Capabilities (1/2) Crystal Reports 2011 Crystal Reports for Enterprise Web Intelligence SBOP Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP SBOP Explorer Hierarchical member selection Yes Yes Yes Yes* Yes Yes Yes Level Based Member Selection No Yes* Yes* Yes* Yes Yes No Selection based on Nodes and Leafs Yes Yes Yes Yes* Yes Yes Yes Hierarchical parameters Yes Yes Yes Yes* Yes Yes No Hierarchical Charting No Yes Yes No Yes Yes No Hierarchies in crosstab No Yes Yes No Yes Yes No Hierarchical Report Design Yes Yes Yes Yes Yes Yes No Ad-Hoc Exchange of Hierarchies No No No No Yes Yes No * - New planned capability with SAP BusinessObjects BI 4.0 Feature Pack 03 2011 SAP AG. All rights reserved. 26
Comparing Product Capabilities Hierarchical Capabilities (2/2) Crystal Reports 2011 Crystal Reports for Enterprise Web Intelligence SBOP Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP SBOP Explorer Expand to Level No No No Yes* Yes Yes No Showing Leaves only (lowest member) No No No No Yes Yes No Skipping Levels of a hierarchy No No No No Yes Yes No Ranking data along hierarchy No No No No Yes Yes No * - New planned capability with SAP BusinessObjects BI 4.0 Feature Pack 03 2011 SAP AG. All rights reserved. 27
Comparing Product Capabilities Mobile Crystal Reports 2011 Crystal Reports for Enterprise Web Intelligence SBOP Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP SBOP Explorer Online Viewing Offline Viewing * Mobile Viewing (native) Mobile Viewing (browser) ** * - New planned capability with SAP BusinessObjects BI 4.0 Feature Pack 03 * * - Only on Flash enabled devices 2011 SAP AG. All rights reserved. 28
based on your business requirements
Using Business Requirements Financial Area Middle Management As Financial Manager for the West Coast Region of North America I need to be able to analyze cost and profit center actuals towards the allocated budget along several dimensions. I need to be able to see these measures along our company structures as well as being able to compare information from several sources. I also need to be able add my own calculation to answer on-demand requests from senior management. I would like to leverage the information inside Microsoft Excel, but it also should be possible to use it in a browser. 2011 SAP AG. All rights reserved. 30
Using Business Requirements Financial Area Middle Management What did we hear? Use of hierarchies (cost center / profit center / company structures) Probably usage of BEx Query Structures Usage of Microsoft Excel and browser based access Creation of calculations on the fly Accessing multiple sources 2011 SAP AG. All rights reserved. 31
Using Business Requirements Financial Area Crystal Reports 2011 Crystal Reports for Enterprise Web Intelligence SBOP Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP SBOP Explorer Usage of Hierarchies Using BEx Query Structures Microsoft Excel as client Internet Browser as client Creating calculations Multiple Source in one report 2011 SAP AG. All rights reserved. 32
Using Business Requirements Financial Area Usage of hierarchies and structures Crystal Reports, Web Intelligence, SBOP Dashboards are able to leverage hierarchies in reports but are lacking deep hierarchical capabilities Analysis, edition for Microsoft Office and Analysis, edition for OLAP provide the complete bandwidth of hierarchical capabilities Creating Calculations on the fly Crystal Reports and SAP BusinessObjects Dashboard would require to change the underlying report Web Intelligence allows to create calculation but the user needs to write formulas Analysis, edition for Microsoft Office and Analysis, edition for OLAP allow to create calculations in a very simple way without the need to create formulas Microsoft Excel as client to access the data Live Office is able to provide the information from Crystal Reports and Web Intelligence with limited navigation Analysis, edition for OLAP and SBOP Explorer have no live integration with Microsoft Excel Analysis, edition for Microsoft Office provides a native integration into Microsoft Excel and Microsoft PowerPoint 2011 SAP AG. All rights reserved. 33
Using Business Requirements Financial Area Summary Based on the combination of requirements from the Financial Area the recommendation would be to use Analysis, edition for Microsoft Office Analysis, edition for OLAP For less hierarchical driven reports and a more consumer (less power user) type of audience Web Intelligence might be an alternative 2011 SAP AG. All rights reserved. 34
Using Business Requirements Sales Area Business Analyst ndividual Contributor Middle Management The Sales Manager for Canada asked me to create a report for his sales representatives that would allow them to see their current sales pipeline. He mentioned that the information needs to be available in the office, on the road, and on mobile devices. He also stressed out that each sales representative needs to be able to change the report as they wish so that they can see the information by opportunity, product, week & month, and other angles. Actual hierarchies are only used limited. For him as Sales Manager for Canada, he mentioned it would be a great value to be able to run some simple scenarios to see how certain changes could impact the pipeline, for example a change in the product cost or price. and he then also mentioned that sometimes people prefer just to get an email with a PDF file. 2011 SAP AG. All rights reserved. 35
Using Business Requirements Sales Area Business Analyst What did we hear? The information needs to be available on-premise (in the office), offline (on the road), and on mobile devices Users need the ability to change the report and change the view on the data. Only limited use of hierarchies Distribution of the reports via email in a PDF format is also required For the Sales Management some simple what-if scenarios would be a great asset 2011 SAP AG. All rights reserved. 36
Using Business Requirements Sales Area Crystal Reports 2011 Crystal Reports for Enterprise Web Intelligence SBOP Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP SBOP Explorer Offline Capabilities Mobile Reporting Distribution via email (Broadcasting) Edit the report Change the view of the data What-if scenarios 2011 SAP AG. All rights reserved. 37
Using Business Requirements Sales Area Using the information on-premise and on the road (offline) Crystal Reports and Web Intelligence provide offline capabilities out of the box For SBOP Dashboards there are partner solutions available on SAP EcoHub Analysis, edition for Microsoft Office provides limited offline capabilities Providing mobile access to the information Crystal Reports and Web Intelligence provide mobile access for Blackberry and ipad / iphone via Mobile BI SAP BusinessObjects Explorer is available for the iphone / ipad SAP BusinessObjects Dashboards is available on Flash enabled mobile devices Distribution via email Crystal Reports and Web Intelligence are integrated with the Publication capabilities from the BI Platform SBOP Dashboards, Analysis, edition for OLAP and Analysis, edition for Microsoft Office are not integrated yet SAP BusinessObjects Explorer is always a online access 2011 SAP AG. All rights reserved. 38
Using Business Requirements Sales Area Changing the view on the information Crystal Reports and SBOP Dashboards only provide limited capabilities to change the report for the consumer. Such workflows have to be considered as part of the original design already Web Intelligence, Analysis, edition for Microsoft Office and Analysis, edition for OLAP provide rich self service functionality for the consumer SAP BusinessObjects Explorer provides such capabilities, but the consumer might be limited to the Information Space definition What if capabilities A What if scenario is the strength of SAP BusinessObjects Dashboards Web Intelligence and Analysis, edition for Microsoft Office do offer limited capabilities in this area 2011 SAP AG. All rights reserved. 39
Using Business Requirements Sales Area Summary Based on the combination of requirements from the Sales Area the recommendation would be to use Web Intelligence Interactive Analysis Desktop Mobile BI What if Scenarios will be created using SAP BusinessObjects Dashboards 2011 SAP AG. All rights reserved. 40
Using Business Requirements Executive Area As Executive Manager in this company I need consolidated information, which provides me with a high-level overview on all critical corporate KPIs. I need to be able to access this information anytime, anywhere. Executive If needed I need to be able to get to the root cause and see the detailed information. I also can not always wait for my business analyst of IT to send me the information when I ask them a question. It would be good to be able to simply search for the answer by entering my question. 2011 SAP AG. All rights reserved. 41
Using Business Requirements Executive Area Executive What did we hear? Consume highly aggregated information Strong data visualizations needed Provide the ability to drill down and navigate to detailed information when needed Fast response time Information needs to be available via mobile device Allow for search and exploration 2011 SAP AG. All rights reserved. 42
Using Business Requirements Executive Area Crystal Reports 2011 Crystal Reports for Enterprise Web Intelligence SBOP Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP SBOP Explorer Highly Aggregated information Strong data visualization Drill Down / Navigate to detailed information Mobile Reporting Search & Exploration This BI clients are not suitable for the intended audience. 2011 SAP AG. All rights reserved. 43
Using Business Requirements Executive Area Highly Aggregated Information SBOP Dashboards and SBOP Explorer are capable presenting highly aggregated information Strong Data Visualizations SBOP Dashboards and SBOP Explorer both are offering strong visualization capabilities Drill Down & Navigate to detailed information SBOP Dashboards allows to navigate to other BI clients and outside the dashboard to receive further detailed information, as well as navigate to details in the dashboard. SBOP Explorer allows to see all the detailed information in a single view but has no capability to navigate outside to receive further details Providing mobile access to the information SAP BusinessObjects Explorer is available for the iphone / ipad SAP BusinessObjects Dashboards is available on Flash enabled mobile devices 2011 SAP AG. All rights reserved. 44
Using Business Requirements Executive Area Summary Based on the combination of requirements from the Executive team the recommendation would be to use SAP BusinessObjects Dashboards SAP BusinessObjects Explorer SAP BusinessObjects Explorer for mobile devices In addition consider SAP NetWeaver BWA or SAP HANA for performance improvements 2011 SAP AG. All rights reserved. 45
Selecting the Right SAP BusinessObjects BI Client Selecting the Right SAP BusinessObjects BI Client Different Needs Require Different Experience Phases Audience Use Case Auditing Who is your audience? What are the skills of your audience? How is your audience using the software right now? Remember, a business analyst in sales might be different to What are the business requirements? What is the audience doing with the information? How are they doing this today? How is your audience using the software right now? Create a use case on department level, don t try to make one use case for all your requirements Use SAP BusinessObjects Auditing to track the BI activity Use SAP NetWeaver BW statistics to track the activity on BW Leverage the information in combination with the IT and BW team for performance improvements a business analyst in finance 2011 SAP AG. All rights reserved. 46
Key Points to Take Home Your BI Strategy should start with the business requirements, not with the DWH. Start by defining your requirements and your desired outcome. Focus on the business pain points by area. One use case after the other not all in once Understand your audience. Let them describe their workflow. Listen! Remember Your BI Strategy starts with the business requirements.. Not with the DWH 2011 SAP AG. All rights reserved. 47
SAP Press Reporting and Analysis with SAP BusinessObjects (2nd Edition) (SAP Press, 2012) Inside SAP BusinessObjects Explorer (SAP Press, 2010) Integrating SAP BusinessObjects BI Platform 4.x with SAP NetWeaver (SAP Press, 2011) Inside SAP BusinessObjects Advanced Analysis (SAP Press, 2010) 2011 SAP AG. All rights reserved. 48
Mastering SAP and BusinessObjects Tutorials on itunes focusing on the integration of SAP BusinessObjects with SAP BW and SAP ERP Link: http://itunes.apple.com/us/podcast/mastering-sap-businessobjects/id501730901?ign-mpt=uo%3d4 2011 SAP AG. All rights reserved. 49
Thank You! Contact information: Ingo Hilgefort (Ingo.Hilgefort@sap.com) Twitter: ihilgefort Blog: www.mastering-sap-and-businessobjects.com