SAP NetWeaverIT Scenario Overview <insert scenario name>
SAP NetWeaver Product Management, SAP AG
Enterprise Reporting, Query & Analysis Excel IntegrationVersion
2.0
May 2007
© SAP AG 2005, SAP TechEd ’05 / Session ID / 2
Why Enterprise Reporting, Query & Analysis
Fast & reliable BI data access on every organizational levelAn
y us
er ty
pe
Information Consumers Highly intuitive Composites & BI Apps
PatternEnterprise Reports
Business UsersAdHoc & Personalization, Web & Excel Integration
Business Process Experts
for modeling & deployment
An integrated and state-of-the art modeling environment For all types of queries, reports, and analyticsFor business users and ITFor BI data & external data
A state-of-the art BI runtime for the masses:High visual appeal & usabilityHigh performance use of BIMass distribution
A seamless integration intoMS Excel SAP NetWeaver PortalKnowledge management &
collaboration capabilitiesComposite applicationsEn
terp
rise
Repo
rting
,
Query
& A
naly
sis
© SAP AG 2005, SAP TechEd ’05 / Session ID / 3
Enterprise Reporting, Query, & Analysis - Benefits
The scenario comprises all ways that BI data is provided to end-users and how end-users interact with BI data
Composite Applications (Embedded BI)
Ad Hoc Analysis
Excel Integration
BI Applications
Enterprise Reports
Reducing TCO by Minimizing the training costs for end-users (state-of-the art UIs) Use of an adaptable and flexible BI modeling environment (SAP Business Explorer & SAP NetWeaver Visual Composer)
Driving ROI by Extending the reach to masses of usersAvoiding the IT bottle neck by enabling the business userProviding high end-user productivity Guaranteeing fast and informed business decisions on all company levels
© SAP AG 2005, SAP TechEd ’05 / Session ID / 4
Enterprise Reporting, Query, & Analysis – Scenario Variants
Query, Reporting & Analysis DesignDescribes how IT and/or business users can design and deploy standard reporting and analysis for large groups of end-users.
Ad Hoc Query & AnalysisDescribes how business users can analyze, configure and personalize ad hoc queries on various data sources
Excel IntegrationDescribes how business users can model and interact with BI data by fully leveraging MS Excel capabilities (Add-On in Excel: BEx Analyzer)
Information BroadcastingDescribes how IT and/or business users can distribute BI data at a required time (ad hoc, scheduled, when data is changed, or based on exceptions), via various channels (e-mail, printer or portal) and in various formats
Embedding BI into ApplicationsDescribes how to embed and use BI capabilities within applications
© SAP AG 2005, SAP TechEd ’05 / Session ID / 5
Business Explorer Suite
7.0 Business Explorer Suite (BEx)
BEx Query Designer
Information Broadcasting
Web Analyzer
WebApplication
Designer
MS Excel Add-inReport
Designer
7.0 BEx Web BEx AnalyzerBI Pattern
NW7.0 Portal
SAP BI Info Provider3rd Party BI
Usage Type BI Java including the usage types Portal & AS Java is required for using the 7.0 BEx Explorer Suite (including BEx Analyzer)
© SAP AG 2005, SAP TechEd ’05 / Session ID / 6
Composite
User Interfaces
Enterprise ReportBI App MS ExcelAd Hoc
Information Broadcasting
Enterprise Reporting, Query and Analysis
BI Consumer ServicesBI Consumer Services
DataSources
Web Analyzer
WebApplication
Designer
Analyzer(Add-In)
ReportDesigner
MS Excel Integration
Reporting and Analysis Design
Ad Hoc Query & Analysis
SAP Business Explorer Suite (BEx)SAP NetWeaver
Visual Composer
Embedded BI
BI Extension
Kit
Other Services &
BA
PIS
SAP Operational
Data*
Non-SAP Operational
Data* Info Provider
3rd-Party BI Data BEx Queries
SAP NetWeaver BI
* Not available for SAP Business Explorer BICS connection yet
© SAP AG 2005, SAP TechEd ’05 / Session ID / 7
BEx Design- & Runtime
BI (based on AS ABAP) BI Java (based on AS Java & Portal)
ADSXML
Runtime Layer
Broadcasting BEx Web Planning KM
Persistence Layer
Web Apps Queries QueryViews
InfoProviders
Internet Grafic Service Adobe Document Service
Platform
BEx Design Tools BEx Web Apps, Queries, Reports & PatternsBEx Web AdHoc
Analysis & Excel Integration
IT & Business User
Business User Information Consumer
BI SKILLS: high low no
Reports
Queries
Applications
© SAP AG 2005, SAP TechEd ’05 / Session ID / 8
Introduction to MS Excel Integration
The Business Explorer Analyzer offers convenient functions for Business Experts to evaluate and present BI data interactively within MS Excel.
A user can define queries and subsequently analyze the data. Using embedded navigation functions (e.g., expand hierarchy, filter a characteristic by a characteristic value and so on) a business user is able to look at and evaluate data from different perspectives.
Key CapabilitiesBI data is easily embeddable into MS ExcelBusiness users can utilize their Excel know-how and use Excel functionality on top of BI data. SAP NetWeaver 7.0 provides enhanced navigation features such as Drag & DropSAP NetWeaver 7.0 provides additional functionality such as a design mode and leverages Excel formatting and formula featuresBI Planning is completely integratedBI data has to be easily distributable. Hence, BEx Analyzer Workbooks can be pre-calculated and distributed via Information Broadcasting
© SAP AG 2005, SAP TechEd ’05 / Session ID / 9
Scenario Variant 3: Excel IntegrationQuery Design
(1) ChooseInfoProvider
(2) Create Query
(3) Save Query
EmbeddingQueries, Views& InfoProviders
(4) Open Query, View orInfoProvider
(5) Embed Query
(7) Save WB
(6) Analyze Query
WorkbookDesign
(8) Create WB Layout
(11) Save WB
BI User Interaction
Usage Type:BI JavaTool:BEx Query Designer
Usage Type:BITool:BEx Analyzer (9) Choose Design
Items and DataBinding
(10) Use Excel Formatting and/orFormulas
(12) Access BI Data
(13) Analyze Data (ifapplicable)
(14) Personalize Data (ifapplicable)
(16) Use KM Services (ifapplicable)
(17) Use Export/Printing Services (if applicable)
(15) Integrate Documents(if applicable)
(18) Use Information Broadcasting (ifapplicable)
UsageType:
EP, BI Java, BI
Excel Formatting & Formulas
BEx Analyzer Design Mode
Overview: BEx Analyzer
End User Interaction
© SAP AG 2005, SAP TechEd ’05 / Session ID / 11
Embedding Data into Workbooks
Designing Queries
Embedding Data into Workbooks
Designing Workbooks
BI User Interaction
Analysis Mode
Intuitive User Interaction via drag & drop and re-designed property dialogues
Direct access to InfoProviders queries & query views
Personalized filter value lists (favorites & history)
Full Unicode support
Local calculations
Excel-based data entry and planning.
Information Broadcasting
© SAP AG 2005, SAP TechEd ’05 / Session ID / 12
End User Interaction – Display Navigation Panel
© SAP AG 2005, SAP TechEd ’05 / Session ID / 13
End User Interaction – Exchange dimensions
Drag Sales Group over Distribution
Channel
Result
© SAP AG 2005, SAP TechEd ’05 / Session ID / 14
End User Interaction – Exclude from Filter
Drag „Canada“ out of the result set
Result
„Canada“excluded from filter
Result
© SAP AG 2005, SAP TechEd ’05 / Session ID / 15
End User Interaction - Drill downDrag „Division“
behind „Distribution Channel“
Result
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End User Interaction - Filtering
Drag „Australia“into the Navigation
Panel
Result: The Query is filtered
according to „Australia“
© SAP AG 2005, SAP TechEd ’05 / Session ID / 17
End User Interaction – change column order
Drag „Lost Deals“ in front of „Sales Plan“
Result
© SAP AG 2005, SAP TechEd ’05 / Session ID / 18
End User Interaction – Local calculations I
Local calculation can be easily added by an end-user via the context menu
© SAP AG 2005, SAP TechEd ’05 / Session ID / 19
End User Interaction – Local calculations II
Local calculationsLocal calculations are a subset of the
formulas in the Query Designer
They can be saved together with the workbook
The query result set embedded in the workbook can also be saved as a Query View
Excel Formatting & Formulas
BEx Analyzer Design Mode
Overview: BEx Analyzer
End User Interaction
© SAP AG 2005, SAP TechEd ’05 / Session ID / 21
Designing Workbooks
Seamless integration of native Excel formatting and formulas
Any cell of the result set is described via an Excel formula (BexGetData)
Excel formatting options can be fully leveraged for BEx workbooks (e.g., blank lines, fonts, etc.)
Combining Excel formulas and Excel formatting allows the design of high-end formatted solution workbooks
Excel Formula Mode
Designing Queries
Embedding Data into Workbooks
Designing Workbooks
BI User Interaction
© SAP AG 2005, SAP TechEd ’05 / Session ID / 22
Excel Integration
Example: Highly formatted BEx Query Every Cell of the query result set is automatically interpreted as an Excel formula
=BexGetData("VS_BUDGET_REL","","DATA PROVIDER_1")
=BexGetData("","TOTAL_REVENUE",
"DATA PROVIDER_1")
Examples:
© SAP AG 2005, SAP TechEd ’05 / Session ID / 23
BexGetData
BexGetData
BexAnalyzer offers the Excel function „BexGetData“. This allows access to every cell of the result set of an arbitary dataprovider
The conext menu of the analysis grid offers the option „Convert to Formula“ . This converts the data of each cell into a well defined Excel formula
The selection parameters of the formula are derived from the key rows and colums of the respective cell
By using this option, the Analysis Grid Item well be deleted and Drag & Drop will be disabled. The number format of the data cells is set to „standard“
From now on the endusre has full flexibility of using Excel Formating and Formulas on the data
© SAP AG 2005, SAP TechEd ’05 / Session ID / 24
Example I - Changing BEx workbooks that use Excel Formulas
BexGetData
1. Select „convert to
formula“
2. Each cell is described by a unique formula,
example:
3. Simply by overwriting keys, (e.g master data values), you can change
the according data cells:
© SAP AG 2005, SAP TechEd ’05 / Session ID / 25
Example II: Changing BEx workbooks that use Excel Formulas
BexGetCellData1. You can include a new column by
simply typing in the description or
technical name of a KeyFigure, e.g. „Net
Sales“
2. Just copy the formulas from
„Billed Quantity“ to the new column for
„Net Sales“
2. The right values are automatically displayed by the
BEx Analyzer
© SAP AG 2005, SAP TechEd ’05 / Session ID / 26
Excel IntegrationExample: Highly formatted BEx Query
The standard BEx formats have been completely replaced by Excel formats. The end-use is completely free in reformating the workbook and add further Excel calculations
© SAP AG 2005, SAP TechEd ’05 / Session ID / 27
Example
© SAP AG 2005, SAP TechEd ’05 / Session ID / 28
Example
Every cell of the grid described by an Excel formula. e.g.
=BexGetData(„DATA PROVIDER_2“,“ORDERS2006“,“AUSTRALIA“
Dataprovider 2
Dataprovider 1
© SAP AG 2005, SAP TechEd ’05 / Session ID / 29
Example
Every cell of the grid described by an Excel formula. e.g. New calculated keyfigure „deviation“ via Excel formula =(F12-E12)/E12
=BexGetData(„DATA PROVIDER_2“,“ORDERS2006“,“AUSTRALIA“
Overwrite BEx Formatting completely with Excel FormatsE.g. change cell coloring and borders, define Excel-based exceptions e.g.
Empty line plus totals line added, „€“ symbol added, Sums calculated
as =SUM (B22:B27)
Dataprovider 2
Dataprovider 1
© SAP AG 2005, SAP TechEd ’05 / Session ID / 30
Example
Every cell of the grid described by an Excel formula. e.g. New calculated keyfigure „deviation“ via Excel formula =(F12-E12)/E12
=BexGetData(„DATA PROVIDER_2“,“ORDERS2006“,“AUSTRALIA“
Dataprovider 2
Overwrite BEx Formatting completely with Excel FormatsE.g. change cell coloring and borders, define Excel-based exceptions e.g.
Empty line plus totals line added, „€“ symbol added, Sums calculated
as =SUM (B22:B27)Add Excel
charts
Add BEx Items such as „current user“, last data refresh“etc.
Dataprovider 1
Add Logos, Graphics
Excel Formatting & Formulas
BEx Analyzer Design Mode
Overview: BEx Analyzer
End User Interaction
© SAP AG 2005, SAP TechEd ’05 / Session ID / 32
Designing Workbooks
Designing Queries
Embedding Data into Workbooks
Designing Workbooks
BI User Interaction
Analysis GridNavigation PaneList of FiltersButtonDropdown BoxCheckbox GroupRadio Button GroupList of ConditionsList of Exceptions TextMessagesWorkbook Settings
Design Mode
Code-free application –modeling in Excel
Any BI InfoProvider can be integrated into MS Excel
Items
© SAP AG 2005, SAP TechEd ’05 / Session ID / 33
BEx Analyzer Design Toolbar
Insert Analysis Grid
Use the analysis grid as the central design item in your worksheets
The General Tab options allow you to
define your data provider
define the range for your Grid
define various behaviors you can attach to enhance the grid.
Examples
generates a formula for each cell- the table item itself will then be replaced
Apply default BEx formatting or use Excel formats
© SAP AG 2005, SAP TechEd ’05 / Session ID / 34
BEx Analyzer Design Toolbar
Use the clipping options to specifically define the size of the analysis grid using clipping or scroll bars.
You can independently configure horizontal or vertical clipping using the following options:
Insert Analysis Grid
© SAP AG 2005, SAP TechEd ’05 / Session ID / 35
BEx Analyzer Design Toolbar
Associate Microsoft Excel charts with the analysis grid with this function, so that the charts always represent the results of the query
This assures that the charts are displayed correctly even if the number of rows/columns in the analysis grid are changing
Insert Analysis Grid
© SAP AG 2005, SAP TechEd ’05 / Session ID / 36
BEx Analyzer Design Toolbar
Insert Navigation PaneDimensions Tab:
Lists all the available dimensions in the query.
This can also be done in the properties of e.g. DropDown, Filter List, Check Box & Radio Button Items
Use the Navigation Pane in order to provide further characteristics and keyfigures to be included in the analysis
© SAP AG 2005, SAP TechEd ’05 / Session ID / 37
BEx Analyzer Design Toolbar
Dropdown Box Check Box Radio Button
The Dimensions tab options:
choose a dimension
what text you wish to see
what method to retrieve the list
how the filters are displayed in the list
Use Drop Downs, Check Boxes, Radio Buttons for intuitive and predefined navigation
© SAP AG 2005, SAP TechEd ’05 / Session ID / 38
BEx Analyzer Design Toolbar
Insert Button
The button design item lets you execute a customized command against the query results
Anything you can do when you manually navigate a query via the context menu you can also customize with a button.
You can use the same Web API commands as in the web Application Designer
© SAP AG 2005, SAP TechEd ’05 / Session ID / 39
Demo
DemoButton
Drowpdown Item
© SAP AG 2005, SAP TechEd ’05 / Session ID / 40
Create Dropdown Example
1. Select Data Provider
Insert Dropdown
3. Select dimension
2. Select Query or InfoCube
© SAP AG 2005, SAP TechEd ’05 / Session ID / 41
Create Button Example
Insert Button
Create the Command string by inserting the parameters and values
Insert Button Text
© SAP AG 2005, SAP TechEd ’05 / Session ID / 42
Complex Example for a command button
1. Status before button is clicked 2. Status after
button is clicked
On Click: Planning function
is applied
But where is the transfered 20%
value specified?
© SAP AG 2005, SAP TechEd ’05 / Session ID / 43
Complex Example for a command button
2. Status after button is clicked
2. Status as soon as user types in 30%
The system derives the value to be applied via the planning function from the cells A49:C49
Cell C49 holds a formula that calculates the value that has to be applied to the planning function
© SAP AG 2005, SAP TechEd ’05 / Session ID / 44
BEx Analyzer Design Toolbar
Workbook Settings
Workbook settings allows you to set specific settings to this workbook
Refresh workbook on Open
Process Variables on Refresh
Allow Drag and Drop
Protect Workbook (add password to workbook prohibiting any changes)
insert a new theme
delete or apply an existing theme
© SAP AG 2005, SAP TechEd ’05 / Session ID / 45
BEx Analyzer Design Toolbar
Insert List of ConditionsInsert List of Exceptions
List of conditions/ Exceptions lets you activate and deactivate conditions/exceptions defined in the query
allows you to define your data provider
range for your navigation pane
© SAP AG 2005, SAP TechEd ’05 / Session ID / 46
BEx Analyzer Design Toolbar
Insert Text
The text design item displays text elements associated with the query
configure data provider
Select the checkbox next to the text elements you wish to display
Additionally you can select to display all static filters
© SAP AG 2005, SAP TechEd ’05 / Session ID / 47
BEx Analyzer Design Toolbar
Insert Messages
The messages item displays messages associated with your workbook
configure cell range
messages types
AutoFit options
Use the clipping options to specifically define the VERTICAL size of the message item using clipping or scroll bars. Clipping settings work together with cell coordinate settings in the Range field.
© SAP AG 2005, SAP TechEd ’05 / Session ID / 48
Summary
BEx Analyzer offers
Seamless integration into Excel
Intuitive Navigation for end users
A Design Mode to enable easy building of BI applications
Direct use if Excel Formulas and formatting
Tight integration with BI Planning