BUSINESS OBJECTS TUTORIAL PDF
Public folders and categories are created by the Business Objects team, and can be viewed by Reports can be exported as CSV, Excel, PDF, or Text files. The Mobile Compatibility panel. Sharing and annotating dashboards from the SAP BusinessObjects .. We also provide you with a PDF file that has color images of the available at cittadelmonte.info Intelligence. Rich Client. Business Objects . Saving to Other File Formats ( Excel, PDF, CSV, and Text). .. Select SAP Business Objects Web Intelligence.
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SAP BusinessObjects is the main application coming under SAP Business Intelligence (BI).Here is an introductory tutorial with PDF training materials about SAP. PUBLIC. SAP BusinessObjects Business Intelligence Suite .. Exporting HTML Code, URLs, and Images to Excel Spreadsheets and PDF Files. Web Intelligence, the business intelligence reporting tool, is a part of SAP BusinessObjects in this tutorial, please notify us at [email protected]
Report Writer is used to create a custom report by directly selecting data mart fields and applying filters on them. In this version of Argus Insight, Report Writer uses the features of BusinessObjects XI to let you create custom reports by directly selecting data mart fields and viewing the customized results report output. The Report Writer interface provides a list of database fields organized in a tree structure. To create a report, expand the trees corresponding to the required database fields and select the fields to be displayed as columns in your report. Once you have created your report, you can edit the report, change the report layout, run the report in specific formats, and save the report. Navigate to Reports, Report Writer, and select New.
The layout options let you change the appearance of your reports without changing the underlying data. For example, you can convert your report into a chart or group the report into crosstab column headers. This section describe the basic layout operations. For detailed information, see the documentation supplied with the your BusinessObjects products. Right-click the report and select Turn To from the context menu.
The Turn To dialog box opens. Select the appropriate tab and the appropriate option depending on the type of report format you want. You can select an option from one of the following tabs:. The report output refreshes and displays in the selected layout. For example:. Use the Save menu option to save the reports you create by using Report Writer.
You can save your reports in either Personal or Public folders. The reports you save are not a snapshot of the data displayed in the report output. Instead, the system stores the specific set of instructions data mart fields you select for extracting data from the data mart when you run the report.
For example, if you run a report that you saved a week ago, the data in the report reflects any changes in the data mart as a result of the ETL process. Click the Save icon in the toolbar. The options for saving the report appear. Click Save as to save the report on your system. The Save Document dialog box opens. Select the Public Folders, Report Writer folder if you want all users to be able access the report.
Select the My Folders, Favorites folder if you want to save the report as a personal document. You can access the saved reports from the following page:. Right-click a report and select Modify to edit a saved report.
The report opens in the BusinessObjects XI web intelligence interface. After you edit the report, you can save it by another name by using the Save as option in the Save menu. AdHoc Reports is a repository where all the customized reports are saved. Reports can be shared among different users.
You cannot access these reports from Argus Insight. Skip Headers. This chapter, which explains how to use the custom report tools, includes the following topics: When you finish using the Report Writer to create, edit, and save custom reports, you must log out of the BusinessObjects application. If you do not log out of BusinessObjects but you do log out of Argus Insight, another user logging in to Argus Insight has access to BusinessObjects with your user credentials.
The system does not prompt the new user to log on to BusinessObjects.
Click Document List. Scroll through the list of universes and select Report Writer. Select the active case series filter before selecting data mart fields for your report. This prevents Report Writer from querying the entire data mart and slowing down the report output generation.
To select multiple fields, hold down the CTRL key and select the fields. Then drag the field entities to the report output area in the right panel. To revert an action you perform, click Undo on the toolbar. Figure Sample Custom Report. Filtering Data To use the filtering option to reduce data in your report: Expand Report Writer in the Data tab. Repeat the procedure to add new data fields and filtering criterion, and then execute the query.
Sorting Data To change the sort order in your report: View your report. Right-click in a data cell of the selected column. Summarizing Data Use the predefined summary options to calculate the total, count, maximum, minimum, average, and percentage of the values in columns of your reports.
To summarize data: For example, count, average, min, max, or percentage, The options available depend on the type of values in the column you selected. The report output displays the column summary at the bottom of the report. Formatting Data in Reports You can use predefined formats to change the appearance of text, numbers, currency, dates, and times in your report. Table Formatting Options for Data in Reports Format Description Default The default format is the format of the report item before any formatting is applied.
Number Use the number format to change the number of decimal places, to specify whether to use a thousands separator, to choose different symbols to represent negative numbers, and to scale large numbers. Currency You can choose from many world currencies. Date and Time You can choose from a list of date and time formats, including the 12 or 24 hour clock. To turn the report layout into a table or chart: Display the report output.
You can select an option from one of the following tabs: For example: Saving Reports To save a report: You can access the saved reports from the following page: The following page opens: Click Report Writer. Click the Data tab. Click Run Query. Click Edit Query. To save AdHoc reports: Log in to Argus Insight. Log on to the home page for BusinessObjects InfoView. As we always say, the devil is in the details, so using this section as an initial very general discussion of each component and then using other more detailed documentation to understand all of the complexities is a prudent approach.
This section highlights the features of the WebI reporting tool and also gets into some of the configuration details. Now, remember, having a new reporting component will not mean that we are going to reinvent the wheel but using another toolset—BOBJ— rather than the SAP BI, we will be able to offer all of the same functionality plus some additional bells and whistles.
Just that they will possibly use different terminology and access them in a different manner. In general, the Web Intelligence component has two main connectivity options for BW:. If you look at a best business practice for the WebI, you will see that the suggested approach is via the use of OLAP universes with BW, as this will be the most widely implemented solution within the existing SAP customer base.
The preferred approach is to use the BEx query in this case, the query is created as a definition using the BEx Query Designer and will probably never really be run for any business users as a report ; this approach is preferred for several reasons, one of which is the ability to use calculated key figures CKFs and restricted key figures RKFs that are created in the query definition.
SAP BusinessObjects Tutorial – PDF Training Materials
Since these are not found in the Infocube, the direct access method would not have access to these formulas. After the linkage between the two systems is complete, you need to understand what the mapping process is for the different objects within the BEx query.
The Rows area of this query includes several characteristics, and the Columns area includes several key figures. On the left side, the actual cube structure is shown with the cube dimensions and different characteristics.
The symbol for dimensions has three triangles and the symbol for characteristics has one triangle. If we focus on one portion of this query, we see the characteristics, dimensions, and variables for the customer dimension, shown in the following illustration.
In the next illustration, you can see what happens to these objects when translated or mapped into the OLAP universe. In addition, each characteristic in the query results in a class with dimension and detail objects. In terms of the display attributes of a BEx query definition, we see that they are detail objects within the OLAP universe.
If we look at this in more detail, we see that display attributes are InfoObjects that are logically assigned or subordinated to a characteristic. In SAP reporting tools, the display attributes can only be used in combination with the actual characteristic, which means the attribute Phone Number can only be shown in the SAP reporting tool in combination with the characteristic Customer.
In addition, characteristics can be defined as navigational attributes in the BW cube, which then makes these attributes available for navigational purposes in the reporting tools; navigational attributes are treated identically to a characteristic.
This can get a bit confusing to both the developers and also for the OLAP universe so the universes differentiate between the two and the functionality of the display versus navigational attributes goes with these objects over to the OLAP universe. The row structure includes a characteristic Customer with four display attributes: In addition, the BW query contains three navigational attributes in the rows: When we build an OLAP universe on top of this BW query, it results in the elements shown in the following illustration.
The cube dimension from BW results in a class in the OLAP universe for example, dimension Customer, not to be confused with the characteristic Customer. As mentioned, each characteristic in the query results in a class with dimension and detail objects. Also notice that each navigational attribute in the query results in a class with dimension and details objects navigational attribute Postal Code resulting in a class Postal Code with dimensions L00 Postal Code and L01 Postal Code.
The next illustration shows the display attributes from characteristic Customer and how these display attributes are treated in an OLAP universe. Each display attribute for the characteristic results in a detail object for the corresponding dimension objects in the universe. In terms of the key figures used in a BW query, we can have up to three different sets of information:.
The illustration here shows the result of two key figures in the OLAP universe. Each key figure is represented with a measure object in a class Key Figures. In the case where the key figure is configured in BW with a unit, an additional dimension object will be added representing the unit information.
Once this process of creating an OLAP universe is complete, we can step into the Web Intelligence Rich Client and create the report by dragging and dropping the information into the appropriate columns and rows. The following illustration shows the initial screen for the Web Intelligence Rich Client. Once you start working in this environment, you will find that a number of functions and tasks are similar to those in the BEx Query Designer in terms of formatting and display options.
All of the components are found in similar navigational processes as the BEx Query Designer—either in the right-click context menu or in the top toolbar, where you click and choose what you need to work on.
Once you have created the report, you will have developed an ad hoc analysis component that you will be able to navigate and slice and dice on to generate multiple different views of the data, with the option to save each of the views for later analysis. This is the primary ad hoc reporting and analysis product for casual business users in the BOBJ components. Web Intelligence is a complementary tool to leverage outputs, for the casual and business user, that might have been derived from a deeper analysis achieved in BEx Analyzer.
If we look at the overall reporting strategy and identify the areas and requirements that the WebI can fulfill, we have a fairly well-defined list.
First, this component allows the business user to have a combination of ad hoc reporting and analysis primarily directed to the casual user. Third, this reporting tool also allows multiple sources of data, both SAP and non-SAP, to be integrated into the same reporting display.
Fourth, all the functionality available in the BEx Web Analyzer is available in the WebI component, such as the ability to schedule and publish reports to a distribution list of users, and the ability to modify a report on-the-fly on the Web, save it, and then review or refer back to it in the future.
Fifth, Web Intelligence also has all the user-friendly navigation capabilities that the BEx Web Analyzer has in terms of drag-anddrop navigation, context menu functionality, and the ability to switch information into a better format for the analyst.
SAP BO, Full form and Meaning
All of these components look at the actual information in the report, but in addition to these functions, Web Intelligence also has the ability to allow the business user to change the format of the report on the fly, adjust charts and table format, add conditions and exceptions, and adjust the positioning of all of these objects within the report.
The illustration extends the information into the development of a chart to display the data. As you can see, the ability to develop and use dimensional charts is available in the WebI component. There are many other examples for the Web Intelligence reporting tool for BOBJ including variables, alerts, conditions, filters, and other parameters but these are just a few to offer some basic samples. Xcelsius Xcelsius is the component with all the bells and whistles for dashboarding in the BOBJ environment.
This toolset really takes the whole dashboarding process to another level. It has all the functionality that is required for a dynamic dashboard and it is very easy to use and understand. Now, that being said, it still requires that we configure the underlying source of data correctly so that the different indicators available can read the appropriate information.
SAP BO (Business Objects)
Xcelsius is a visualization tool for creating interactive visual models based on highly aggregated data sets.
It uses a point-and-click design time environment that can easily be used by business users. No programming skills are necessary for creating Xcelsius visualizations, but knowledge about dashboarding is still a requirement. The following illustration shows the initial workbench for the Xcelsius product. As you can see, the object—Bar Chart—has been dragged and dropped into the worksheet. Notice to the right side of the screen you can see that very similar questions are being asked for the development and configuration of this chart type as were asked for the WAD.
So, what comes around goes around and as I mentioned nothing that you learn from the development of the chart types in the WAD will go to waste. The information such as subtitles, titles, categories, and so forth are the same and should be treated the same. The different categories of charts and types are found on the left side of the screen. One advantage that Xcelsius has over the WAD is that it offers additional types of objects, some of which are shown on the left side of the preceding illustration.
You can see that the ease with which you can use a Selector or a Tachometer, and its dynamic and robust displays separate the Xcelsius from WAD functionality. This component is very user friendly and is positioned to be used by the business users as well as the power users to develop the dashboards on the fly. As you can see, there is plenty to review and discuss when it comes to the configuration using Xcelsius, but for this general introduction, we are going to look at some of the possible results that you can achieve with Xcelsius.
All the features that are available in the other components are also available via Xcelsius, such as live data connectivity to KPIs, the ability to leverage the Excel modeling component as shown in the preceding illustration, the worksheet can be an Excel worksheet , and, once you develop the dashboard, the ability to embed a dashboard into any Microsoft Office application, including PowerPoint presentations.
You can display the developed dashboard via a portal, whether a BI portal or a corporate portal, and integrate SAP and non-SAP data into one dashboard. The integration of the SAP and non-SAP data still requires IT department assistance in most cases, but the integration of the data is much easier to work with and complete. When you are in the process of deploying Xcelsius for the enterprise, other considerations need to be taken into account in addition to all the guidance for OLAP universes and Web Intelligence.
With Xcelsius, you need to use specific best practices to ensure they do not overload the Flash engine component that allows the Xcelsius to function with dynamic displays and interactive activities , thus jeopardizing a fast response time for the live dashboards. End users of dashboard applications typically have little patience for poorly performing dashboards, so it is critical that you bear in mind the following best practices:. This is where you really see the difference between the WAD and Xcelsius.
The following illustration shows a finished dashboard generated by Xcelsius functionality. All in all, this is a very direct, easy-to-read set of KPIs being displayed as a dashboard. In Xcelsius the functionality is standard for this component.
You can see in the following illustration, the projected sales growth has been adjusted to The following illustration demonstrates how the use of all the additional functionality available in Xcelsius can start to get us into trouble. As you can see, within this dashboard, we have the ability to show the forecast using the chart type radar.
Can you figure the forecasted sales information within 20 seconds? It is possible but not as easy as in the previous dashboard. Even in this case, the ability for the chart type to shift with the changes using the what-if process is unique.
The following illustration shows the result of moving the slider from The following illustration shows another example of what Xcelsius can do. The dashboard has three KPI screens and, instead of scroll bars, buttons are available at the top of the screen to support quick switching from one screen to another.
As for the actual dashboard, you can see that each quarter is displayed individually, but the rightmost button enables the business user to see all four quarters in one screen. Clicking the Growth button at the top displays information for all four quarters for revenue growth.
This changes depending on what bar you click, and that information will show up on the left. Even though this dashboard has only one KPI, it demonstrates the ability to make a very basic dashboard useful and dramatic. Each of the other two buttons also shows a basic chart type—one displays a pie chart and the other displays a line chart, as shown in the following two illustrations, respectively.
The final example, shown next, is a very different type of dashboard, a complete what-if calculator. The title is Financial Analysis Calculator. This is to be used only for extrapolations and forecasting models. This is a very useful tool and, in the appropriate scenario, can be used to generate extremely valuable information to the overall inventory planning and budgeting process.
In this case, none of the indicators are set and all can be adjusted and flexed to whatever positions the business analyst wants to review. As you can also see, the main goal of this analysis is to review the final Profit value, which takes up the most room on the dashboard and therefore should be the critical piece of information that we gather from this analysis. With the acquisition of Business Objects by SAP in , we are back to using the functionality and formatting of the Crystal Reports toolset to help with the standard formatted reports.
Crystal Reports is a very robust reporting system and can definitely satisfy your needs when it comes to generating standard, formatted reports for governmental agencies, and any required reports for stakeholders.
If I were to look at just one item for comparison—the ability to use changes that have been made to the underlying query that supports the formatted report—I would immediately give the nod to Crystal Reports. When business users talk about Crystal Reports we talk mostly about the formatted reporting coming from this component. Several layers of integration make up Crystal Reports, but the other components deal with the user interface, server setup for distribution of reports, and other activities that allow users to share the formatted reports.
Crystal Reports is designed to work with your database to help you analyze and interpret important information. Crystal Reports makes it easy to create simple reports, and it also has the comprehensive tools you need to produce complex or specialized reports. The ability to log on and quickly get up and running with Crystal Reports is enhanced by built-in report wizards to guide you step by step through building reports and completing common reporting tasks.
Crystal Reports has many of the same functions such as formulas, cross-tabs, subreports, and conditional formatting that most other reporting toolsets have, but the primary difference between Crystal Reports and the others is the formatting functionality.
Normally, these stakeholders are looking for a very nicely formatted report with information that can be shared externally. The additional functionality that allows you to use a wizard to start your build and guide you through the process should put you in pretty good shape immediately upon starting the process.
As with any new system, you will need some time to bone up on some of the features and also how to navigate within the Crystal components rather than having to search and experiment with the parameters while trying to make your deadline for report requirements. In the following illustration, you can see that even Crystal Reports can get into the dashboard mania. This example shows the use of indicators, line chart types, pie chart types, and parameters that are changeable on the fly click the name and the data changes to that specific person.
This is a very nice dashboard, with well-positioned information and a focus on specific information. Dashboarding is not something that everyone using Crystal Reports is looking to do, but it is possible and very straightforward to complete.
The hierarchy to the left of the chart also enables you to switch the information to a specific country. Executing this process changes the look of this report but it will still have the look and feel of a dashboard rather than a formatted report.
You would be correct in saying that this is not the best business practice, to use Crystal for dashboarding, but the specific activity to focus on in this case would be that we have a structured layout that can be used and distributed. Again, can this be developed and distributed by using Xcelsius—definitely—and would it take on a more complete look—probably.
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