SAP BUSINESSOBJECTS BI TOOLS -

IN A SINGLE DAY

ANALYSIS, EDITION FOR MICROSOFT

OFFICE

SAP TechED 2010 Ingo Hilgefort SAP Canada

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Configure your SAP BusinessObjects Enterprise system

Before we will start using the SAP BusinessObjects reporting tools we will need to configure our SAP BusinessObjects Enterprise system so that we are able to leverage Single Sign On with our SAP credentials.

Configuring the SAP Authentication

1. Logon to the Central Management Console (CMC) via the menu Start > Programs > BusinessObjects XI 3.1 > BusinessObjects Enterprise > BusinessObjects Enterprise Central Management Console

2. As System enter the value Localhost:6400 3. As User Name enter the value administrator (without a password) 4. As Authentication select the entry Enterprise. 5. Click Log On.

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6. Select Authentication. 7. Double-Click the entry SAP. 8. Click New. 9. Enter the following System Details: 10. Click Update. 11. Navigate to the tab Role Import.

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12. Select the role from the list of available roles and Add the role to the list of Imported Roles. 13. Click Update. 14. Navigate to the tab Entitlement System. 15. Click New. 16. Enter the system details: 17. Click Update. 18. Navigate to the tab Role Import. 19. Select the role from the list of available roles and Add the role to the list of Imported Roles. 20. Click Update. 21. Close the screen. 22. Select the entry Users and Groups from the dropdown list

23. Select the entry Group List on the left-hand side.

24. Select the two newly added User Group:

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25. Click the button Actions. 26. Select the option Join Group. 27. Select the entry Group List. 28. Select the entry Administrators from the list and add it to the list of Destination Groups. 29. Click OK. You are now able to leverage your SAP credentials in combination with SAP BusinessObjects Enterprise.

Starting the SAP BusinessObjects Enterprise Services

1. In the Central Management Console select the entry Servers from the dropdown list. 2. Navigate to the entry Service Categories.

3. Select the category Core Services. 4. Select all server entries shown on the right hand side 5. Right click and use the menu item Start Server. 6. Select the category Crystal Reports. 7. Select all server entries shown on the right hand side 8. Right click and use the menu item Start Server.

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9. Repeat these steps for the categories:

a. Voyager b. Web Intelligence

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Analysis, Edition for Microsoft Office and SAP NetWeaver

BW

The following image shows the available connectivity for SAP BusinessObjects Analysis, edition for Microsoft Office.

In regards to the supported meta-data when connecting SAP BusinessObjects Analysis to your SAP NetWeaver BW system you can use the following table to see how the tool is able to leverage the existing meta-data.

SAP NetWeaver BW Query element Advanced Analysis, Edition for Microsoft Office

Characteristic Separate fields for key and description per characteristic.

Hierarchy Each available hierarchy is shown

Keyfigure Each Keyfigures is shown as a measure object (no separate fields for Unit)

Calculated Keyfigure & Restricted Keyfigure

Treated like a keyfigure

Filter Filters will be shown in the navigation panel

Navigational attribute Treated like a characteristic

Display attribute Each Display Attribute is shown as subordinate for the characteristic

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SAP variables Turned into prompts

Structure Structures are shown in the navigation panel and structure elements can be filtered / selected

Exceptions Are turned into read only conditional formatting

Conditions Are turned into read only Filter by Measure

Display settings Fully supported, for example scaling, rounding,

In addition it is important to recognize that SAP BusinessObjects Analysis will leverage a new wording for the specific SAP Terms:

BEx Query Advanced Analysis Office

Keyfigure Measure

Characteristic Dimension

Variable Prompt

Characteristic Values Member

In the next steps we will leverage the BW query we used in the previous activity with SAP BusinessObjects Analysis, edition for Microsoft Office. For the next set of steps we create a BEx Query based on the SAP NetWeaver Demo model 0D_NW_M01.

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In addition to the shown characteristics and Keyfigures above the BEx query also contains a variable for the characteristic Country and a variable for the characteristic Product.

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1. Start Advanced Analysis Office with Microsoft Excel via the menu path: START PROGRAMS SAP BUSINESSOBJECTS ADVANCED ANALYSIS FOR MICROSOFT EXCEL.

2. Select the INSERT SELECT DATA SOURCE option from the Advanced Analysis Ribbon.

3. In the next screen press SKIP as we are using the connection configured as part of the SAP GUI.

4. Select the SAP System 5. Click Next. 6. Click Options. 7. Enter the system details: 8. Click OK. 9. Select the option Roles. 10. Open the Role ASUG Preconference Workshop

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11. Select the query QUERY_PROMPTING. 12. Click OK.

13. As you can see mandatory prompts are shown to you to select a value and optional variables

are not collapsed.

14. Click the button next to the prompt for Products. You will be shown the member selector.

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The member selector allows you to specify the Display of the values and you can also search for members using the search option.

15. Select the value CN00S1 for the product prompt. 16. Click OK.

The data is shown to you in the default design as configured in the BW query in regards to the rows and columns. On the right hand side you see all the elements broken down in the columns, rows, filter, and all the available elements from the BEx Query.

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17. Select the column Country in your crosstab. 18. Select the menu option Members.

19. The option Members allows you configure which part you would like to show and which type of

text you would like to show. 20. Select the option Text and use the Short Text. 21. Select the column Net Value. 22. Select the menu Measures.

23. Select the option Number Format.

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24. Select the Scaling Factor 1000 and 0 Decimal Places. 25. Click OK. 26. Now click on the button Pause Refresh in the ribbon.

27. Now open and close the list of values for the Calendar Year.

28. Select the values 2008, 2009, 2010 and drag them over to the Filter area.

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29. Remove the dimensions Country and Region from your crosstab. 30. Now click on the button Pause Refresh in the ribbon again to refresh your crosstab. 31. Open the list of possible values for Sold-to-Party. 32. Select the Customer Hierarchy and drag and drop it to your crosstab into the rows.

33. Select a member of the hierarchy and navigate to the menu Hierarchy in the ribbon.

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34. Select the menu Hierarchy > Expand Node to Level and select Level 4. 35. Now select the menu Hierarchy > Show Levels.

36. Select Level 02 and Level 03.

37. Now select the entry Flat Presentation from Sold-to-Party and drag and drop the value to your

crosstab so that it replaces the hierarchy. You can do so in the crosstab or in the navigation panel.

38. Select the column Net Value.

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39. Select the menu Filter > Filter by Measure > Most Detailed Dimension in Rows > Edit.

40. Select the option TOP N and set the value to 3.

41. Click Add. 42. Click OK. 43. Now drag and drop the dimension Sales Group to your crosstab so that it replaces the Sold to

Party dimension. You will see the Top 3 Sales group. 44. Now drag and drop Sold to party back to your crosstab so that it becomes the inner dimension

showing Sales Group and Sold to Party per Sales Group.

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You are shown the Top 3 Sold to Party values with the Sales Groups.

45. Select the column Net Value. 46. Select the menu Filter > Filter by Measure > Most Detailed Dimension in Rows > Reset. 47. Select the menu Conditional Formatting > New.

48. Set the Format to Status Symbol. 49. Add a definition for the values Greater Than 5000 as Green (1) 50. Add a definition for the values between 1000 and 5000 as Orange (4) 51. Click on the tab Display.

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52. Activate the option Data Cells and Row Headers. 53. Click OK.

54. Select an entry in the dimension Sold-to-Party. 55. Select the menu Totals and select the option Show Totals. 56. Select an entry in the Sales Group Dimension. 57. Select the option Hierarchy > Compact Display in Rows.

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58. Now open the tab Information in the navigation Panel.

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59. Add several empty rows on the top of your spreadsheet (10 rows). 60. Drag and drop all the elements from the Information Area to your top of the spreadsheet.

61. Select a value from the crosstab. 62. Now select the menu Create Slide in the ribbon. 63. Microsoft PowerPoint is being started. 64. Logon to the SAP system with your credentials.

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65. A slide is being created based on the information that you created in your crosstab. You can use all the common Microsoft PowerPoint option to format the design and layout.

66. Select the table on the slide and click the menu Fit Table.

67. Select the table on the slide and click the menu Fit Table.

68. Set the maximum number of rows to 7 and use the option Split table across multiple slides. 69. Click OK. 70. Navigate to the second slide. 71. Select the table. 72. Use the menu Info Field to add the typical information to your slide as well. 73. Now delete the second slide. 74. Click the button Refresh All - the slide is being generated back into the file.

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