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Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Porta PowerPoint Presentation
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Session ID: BI212. Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal. Presented By: Mustansir Saifuddin October 20, 2010. Agenda. The new face of BI …. With BOBJ Available Tools and Integration Points

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slide1

Session ID: BI212

Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal

Presented By:

Mustansir Saifuddin

October 20, 2010

agenda
Agenda

The new face of BI …. With BOBJ

Available Tools and Integration Points

Project Approach and Resource Requirements

BEX Queries and OLAP Universe

Deploying a Dashboard

Portal Integration and SSO

The Experience

sap landscape with business objects
SAP Landscape with Business Objects

SAP NetWeaver

SAP NetWeaver Portal

Any Portal, Any Destination

SAP BusinessObjects POA

EPM

GRC

EPM

GRC

SAP BEx

Information Foundation

SAP BusinessObjectsEnterprise

Live Office

Pioneer

WEBI

SAP NetWeaver Portal

Enterprise Applications

Enterprise Applications

Explorer

Xcelsius

Crystal Reports

ECC

Financials Operations Human Resources Logistics

Corporate Services

ECC

Financials Operations Human Resources Logistics

Corporate Services

Data Quality Management

For SAP/CRM

Real-time Validation Duplication

SAP NetWeaverBW Accelerator

Master Data Governance

SAP Bex

Queries

Excel Analyzer

Web Analyzer

Lifecycle Management

SAP NetWeaverBW Accelerator

Master Data Governance

Master Data Management

SAP NetWeaver Business Warehouse

Metadata Management, Information Lifecycle Management

Information Access

Data Federator

Master Data Management

SAP NetWeaver Business Warehouse

Process Integration

Open HUB

Content

Extractors

Data Quality

CRM

SCM

CRM

SCM

Data Federator

Data Profiling

Data Services ETL/DQ

SAP Business Suite

SAP Business Suite

SRM

PLM

SRM

PLM

3rd-Party Databases and Applications

3rd-Party Databases and Applications

why business objects
Why Business Objects
  • Now part of the SAP Business Intelligence suite of tools
  • Tight integration with SAP BW and ECC
  • More Reporting Options
  • Better Presentation Layer
  • User Friendly Tools
  • Intuitive User Interface
serving different user base
Serving Different User Base
  • Meets the needs of different user base within the organization:
  • Executives and Managers
  • Business Analysts
  • Information Consumers
agenda6
Agenda

The new face of BI …. With BOBJ

Available Tools and Integration Points

Project Approach and Resource Requirements

BEX Queries and OLAP Universe

Deploying a Dashboard

Portal Integration and SSO

The Experience

integration points and architecture components
Integration Points and Architecture Components

Xcelsius

Query as a WebService

Live Office

Crystal Reports

Web Intelligence (Webi)

OLAP Universe

SAP BW

BEX Query

Direct Access

Multi

Provider

Infocube

8

more streamlined connectivity bex to xcelsius
More Streamlined Connectivity – BEX to Xcelsius

Xcelsius

  • BI Consumer Services BICS Connectivity
  • Technical Requirements:
    • SAP NetWeaver BW 7.01 (SAP enhancement package 01), Service Pack 05
    • SAP BusinessObjects Xcelsius Enterprise 2008 Service Pack 02
    • SAP Frontend 7.x installed on the client with BI Add-Ons

Query as a WebService

Live Office

Web Intelligence (Webi)

Crystal Reports

OLAP Universe

SAP BW

BEX Query

Direct Access

Multi

Provider

Infocube

agenda11
Agenda

The new face of BI …. With BOBJ

Available Tools and Integration Points

Project Approach and Resource Requirements

BEX Queries and OLAP Universe

Deploying a Dashboard

Portal Integration and SSO

The Experience

project approach
Project Approach
  • Start with a Proof of Concept (POC)
  • Define Scope (both for POC and full implementation)
    • Number of KPI’s to be captured in POC
    • KPI’s required for the go live
    • Identify any Drill Down Reports
  • Use Production or Production Like Data
  • Identify your Audience
    • Senior Management
    • C level Executives
    • Others
resource requirements
Resource Requirements
  • Team Requirement and Collaboration:
    • BI/BOBJ Architect and Project Manager
    • Identify BW Resource(s)
    • Pick the Business User/SME to guide the project Team
    • Basis Resource:
      • Knowledge of Business Objects Environment
      • SAP Integration Kit
      • Enterprise Portal support
    • Business Objects Developer(s)
agenda14
Agenda

The new face of BI …. With BOBJ

Available Tools and Integration Points

Project Approach and Resource Requirements

BEX Queries and OLAP Universe

Deploying a Dashboard

Portal Integration and SSO

The Experience

use of bex queries as a source for bobj
Use of BEX Queries as a Source for BOBJ
  • BEX queries have a one to one relationship to a BOBJ Universe
    • This is identified as an OLAP Universe
  • In order for the Universe to access the BEX query
    • Check the “Allow External Access” checkbox in query properties
    • Also check the settings in RSRT transaction called “Use selection of Structure Members”. This allows Business Objects to read the structures in BEX query
  • Try maintaining the reporting logic in BEX by utilizing exit variables to determine time and other complex computations if possible
use of bex queries as a source for bobj16
Use of BEX Queries as a Source for BOBJ
  • Be mindful of the changes made to the BEX query
  • A Universe refresh is required every time a change is made to the BEX query
  • Use inclusion filters instead of exclusions when using certain values or value ranges for a characteristics
  • Check your query output by using MDXTEST transaction in BW that allows you to debug any issues

Note: You do not need a BI Query for every report and you do not need a universe for every BI Query

bex query and olap universe
BEX Query and OLAP Universe
  • A universe on top of BEX query is an OLAP Universe
    • No table joins etc. are required in this type of Universe
      • This is a major difference between relational database universe and OLAP based
  • The following screen shot shows the “Refresh Structure” setting
    • These settings allows the developer to sync up the Bex query to the Universe
universe settings for bex queries
Universe Settings for BEX Queries
  • Hide Level 00 in the Universe definition
  • Remove L01 suffix from the object names and update the text to reflect user friendly names
  • Use “Single Sign On When refreshing reports at view time” option as the authentication mode
agenda22
Agenda

The new face of BI …. With BOBJ

Available Tools and Integration Points

Project Approach and Resource Requirements

BEX Queries and OLAP Universe

Deploying a Dashboard

Portal Integration and SSO

The Experience

important phases and connectivity model
Important Phases and Connectivity Model
  • Data Model design
  • Dashboard Front End Design
  • Dashboard Excel Design
  • SAP BI-Xcelsius connectivity

Sap Bex

Query

BI Consumer Services

Connector

Business

Objects

Universe

QAAWS/

Live Office

Xcelsius

Dashboard

24

data model design for dashboards
Data Model Design for Dashboards
  • As the end product is a Dashboard, the SAP BI backend data model should be designed very specifically keeping in mind the following aspects:
    • Business Requirement
    • Dashboard performance
    • Complexity balance: Front-end/Back-end
    • Total development time
    • Change Management– Key Aspect due to management visibility
    • Connectivity model
guidelines for deploying a dashboard
Guidelines for deploying a Dashboard
  • Architectural Guidelines
    • Dashboard Load Times. Define a criteria < 10 Seconds?
    • Consistency in Results – design needs to minimize the opportunity to duplicate calculations or arrive at different results
    • Flexibility in Dashboards and Queries/Reports
      • Identify the level of effort for any design changes
        • Examples: Aesthetic changes VS adding new KPI’s
    • “Simplicity” should rule the design in Xcelsius and reports
      • Keep ongoing maintenance in mind
      • Turn around time
    • Ease of Use for End users
xcelsius dashboard best practices
Xcelsius Dashboard Best Practices
  • Define a standard look and feel for the corporate dashboard
    • Color schemes
    • Corporate logo
  • Pick the data connection that works for your situation
    • Query as a Web Services (QAAWS)
    • Live Office (LO) connection
  • Define KPI’s that provide a high level overview of the data
  • Allow drill down capabilities in to more detailed Webi reports
    • To answer any further questions prompted from dashboard
additional tips for dashboard design
Additional Tips for Dashboard Design
  • In the object browser group the design elements in a logical manner
  • A few things to consider when choosing the design components
    • Ease of Analysis
    • Naming convention for the component
    • Use of Filters and panels
    • Color Scheme
dashboard excel design
Dashboard Excel Design
  • Use the following tips:
    • Formula Optimization
      • Use of Vlookups
    • Color legends
    • Use different excel sheets per different mapping scenarios
    • Use of headings and comments with proper description
bobj adhoc capabilities
BOBJ Adhoc Capabilities
  • Web Intelligence (Webi) tool is known for its Adhoc capabilities
  • Leverage the same Universe used for creating the Dashboard for creating on demand reports to do more detail analysis
  • Users can create their own Webi reports via Infoview (BOBJ Portal) that can be integrated in to Enterprise Portal
  • Leverage the SSO capabilities that allows seamless integration between Enterprise Portal, Infoview and backend BW system
where can web intelligence add value
Where can Web Intelligence add value?
  • Customer requirements
    • Self-service reporting and analysis, autonomy from IT
    • Simple user interface, designed for the masses
    • Combine data from SAP and non-SAP data in a single report
  • Connectivity to SAP
    • SAP and non-SAP data in a single report
    • Rich feature set
  • Connectivity to SAP
    • Sits on top of Business Objects Enterprise Universes
    • Universes connect to SAP NetWeaver BI via OLAP BAPI
  • Access objects: BEx Queries & SAP BI Info Cubes
web intelligence publications
Web Intelligence Publications
  • Publications in Business Objects Enterprise (BOE) plays a similar role to Information Broadcasting in BW
    • Publications allows you to schedule a Crystal Report/Web Intelligence object for distribution to end users
  • Prerequisites – Publications with SAP BW Security:
    • BI authorizations are configured in SAP BI
    • Server side trust being granted between SAP BI and BOE
    • SAP authentication configured in BOE
    • SAP user and roles imported to BOE and available as recipients
    • OLAP Universe deployed with SSO as authentication method
    • Web Intelligence report being created and available in BOE
    • Publication being created as multi-pass bursting process (one fetch per recipient)
agenda35
Agenda

The new face of BI …. With BOBJ

Available Tools and Integration Points

Project Approach and Resource Requirements

BEX Queries and OLAP Universe

Deploying a Dashboard

Portal Integration and SSO

The Experience

integrating bobj into enterprise portal
Integrating BOBJ into Enterprise Portal
  • Xcelsius Dashboards, Web Intelligence and Crystal Reports can be integrated into Enterprise Portal
    • Allows users a consistent look and feel for their reports and dashboards
    • Leverages SSO functionality thus enhancing user experience as a whole
    • Couple of Integration options:
      • Knowledge Management (KM) content can be used to integrate BOBJ content into Portal
      • OpenDoc URL Iviews can be configured in Portal to provide direct link to Dashboard and reports
bobj transport aka life cycle management
BOBJ Transport AKA Life Cycle Management
  • Life Cycle Management (LCM) acts as the transport system to move BOBJ development objects between environments
  • Examples Include:
    • Universe
    • Connections
    • Webi Reports
    • Xcelsius Dashboard
    • Custom Access Lists (CAL’s) – BOBJ Authorization
lcm steps
LCM Steps
  • Following steps are involved in moving objects from Dev to QA or Prod environments:
    • Create a new job by clicking on this icon
      • You must be logged on to source system
    • Add the necessary objects
    • Always verify dependencies between objects
      • Some example sequence include:
        • Report => Universe => Connection
  • Once the object collection is complete a “Test Promotion” can be performed. This allows for a quick sanity check before actually promoting objects to target system
lcm do s and don ts
LCM Do’s and Don’ts
  • Schedule your LCM job similar to how you would setup your SAP transports to a target system
  • Use consistent naming conventions when creating the LCM jobs
  • Avoid promoting dependencies if they are already in the target system
  • Use rollback mechanism if you have to restore the destination system to its prior state
    • Only use this option if you have to quickly restore the target system
    • Use this option sparingly as it takes up disk space
agenda41
Agenda

The new face of BI …. With BOBJ

Available Tools and Integration Points

Project Approach and Resource Requirements

BEX Queries and OLAP Universe

Deploying a Dashboard

Portal Integration and SSO

The Experience

impact of business objects
Impact of Business Objects
  • Adding Business Objects in your current landscape adds complexity
  • Newer skill sets above and beyond BW are required
  • More Integration points (or more Pain Points introduced) in the environment
  • Maintenance challenges with a new set of components and upgrades to deal with
  • Evolving architecture
key learnings
Key Learnings
  • Xcelsius:
    • Users can consume and analyze a lot of information in a meaningful way
    • Information at the executives fingertips via tabs, filters with telling graphical representation
  • Web Intelligence:
    • Webi reports reduces time to develop formatted reports with much more capability on an Adhoc basis
    • Webi reports provide power users ability to modify queries and reports like BEX
    • Webi reports provides executives and light information workers quick insight into their data
payback
Payback
  • An enhanced user experience
  • Business Objects covers a wide spectrum of user base in the organization
    • Something for everybody
  • More business ownership less IT dependency
    • An opportunity to move away from Excel and Access based custom solutions
  • Provide insights in to your data at the highest level in the organization – Folks who are making critical business decisions
contact info
Contact Info

Session ID: BI212

Email: mustansir@isolutionpartners.com

Web: www.isolutionpartners.com

Mustansir Saifuddin