Business objects integration kit for sap crystal reports 2008

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<ul><li> 1. BusinessObjects Integration Kit for SAP - Crystal Reports 2008Applies to:Crystal Reports 2008, BusinessObjects Integration Kit for SAP SolutionsSummaryThis document outlines the required steps to install and configure BusinessObjects Enterprise in combinationwith SAP NetWeaver BI.Author: Ingo HilgefortCompany: Business Objects, an SAP companyCreated on: 01 October 2008Author BioIngo Hilgefort started in 1999 with Seagate Software / Crystal Decisions as a Trainer and Consultant.He moved to Walldorf for Crystal Decisions by end of 2000 and worked with the SAP BI Development teamon integrating Crystal Reports with SAP BW. He then relocated to Vancouver in the year 2004 and workedas Product Manager / Program Manager (Engineering) on the integration of Business Objects products withSAP products.He is now focusing on the topic of Embedded Analytics for the SAP Solutions.SAP DEVELOPER NETWORK | sdn.sap.comBUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG1</li></ul><p> 2. BusinessObjects Integration Kit for SAP - Crystal Reports 2008Table of ContentsSAP as a Datasource for Crystal Reports ..........................................................................................................3SAP BW Metadata in Crystal Reports ................................................................................................................4 Dimension and Characteristics .......................................................................................................................5 Display attributes and Navigational Attributes ................................................................................................7 Keyfigures, Units, and Currencies ..................................................................................................................9 Hierarchies ....................................................................................................................................................10Crystal Reports with simple SAP BW queries ..................................................................................................11 Creating Crystal Reports Using the SAP Toolbar.........................................................................................11 Creating Crystal Reports Using the Database Explorer ...............................................................................15Creating your First Report with Crystal Reports on Top of SAP BI ..................................................................22 Insert a Field .................................................................................................................................................26 Insert Additional Fields..................................................................................................................................27 Preview the Report........................................................................................................................................28 Resize Fields.................................................................................................................................................30 Change Field Headings.................................................................................................................................31 Add Summary Information ............................................................................................................................31 Add a title ......................................................................................................................................................33 Format an Object ..........................................................................................................................................34 Grouping &amp; Charting .....................................................................................................................................36 Save the Report ............................................................................................................................................38Creating your First Report with Hierarchies from SAP BI.................................................................................39 Formulas for Hierarchical Reporting .............................................................................................................48Formula Hierarchy Level ............................................................................................................................................48Count Hierarchical Children .......................................................................................................................................48 Conditional Formatting with Hierarchy Level ................................................................................................49Copyright...........................................................................................................................................................52SAP DEVELOPER NETWORK | sdn.sap.comBUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG2 3. BusinessObjects Integration Kit for SAP - Crystal Reports 2008SAP as a Datasource for Crystal ReportsThe available SAP data sources for Crystal Reports are:SAP R/3 Tables and cluster (Open SQL). ABAP functions. Classic InfoSets. SAP queries and InfoSet queries.SAP BW Tables and cluster (Open SQL). ABAP Functions. Direct ODS access (without the need for an SAP BW query). BW queries and BW cubes.SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG 3 4. BusinessObjects Integration Kit for SAP - Crystal Reports 2008SAP BW Metadata in Crystal ReportsWhen connecting to a SAP BI query with Crystal Reports the underlying metadata from the SAP BI query isleveraged and matched to Crystal Reports elements.The table below shows how SAP BI metadata is used in Crystal Reports. BW Query element Crystal Reports designer element Characteristic Separate fields for key and description per characteristic. HierarchyFields representing a parent-child relationship. KeyfigureMeasure element in a grouping called Keyfigure.Each Keyfigure can have up to three elements: numeric value, unit,and formatted value. Calculated Keyfigure Measure element in the folder Keyfigure.(Information about the details of the calculated keyfigure is notavailable in Crystal Reports.) Restricted Keyfigure Measure element in the folder Keyfigure(Information about the details of the restricted keyfigure is notavailable in Crystal Reports.) Filter Filters will be applied to the underlying query but are not visible inthe Crystal Reports designer. Navigational attribute Separate fields for key and description per navigational attribute. Display attributeEach display attribute becomes one field in the field explorer. Thedisplay attributes are grouped together with the actualcharacteristic. SAP variablesParameters.SAP DEVELOPER NETWORK | sdn.sap.comBUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG4 5. BusinessObjects Integration Kit for SAP - Crystal Reports 2008Dimension and CharacteristicsThe image shows an SAP BI query in the BEx Query Designer.The rows of this query include several characteristics and the columns several keyfigures. On the left side,the actual cube structure is shown with the cube dimensions (not to be confused with characteristics).SAP DEVELOPER NETWORK | sdn.sap.comBUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG5 6. BusinessObjects Integration Kit for SAP - Crystal Reports 2008Building a Crystal Report on top of such an SAP BW query will result in the following elements: Each characteristic in the query will result in an element in the field explorer with a key and adescription item (Example: City Key and City Name). In addition each characteristic will also generate a Node ID and a Parent Node ID which can be used forhierarchical reporting. Each characteristic will also generate a Member Unique Name field which represents the technical keyvalue.SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG 6 7. BusinessObjects Integration Kit for SAP - Crystal Reports 2008Display attributes and Navigational AttributesDisplay attributes are InfoObjects which are logically assigned or subordinated to a characteristic.For example:The characteristic customer has two attributes: Phone number Fax numberThe following screen shows an SAP BI query in the BEx Query Designer.The row structure includes a characteristic Customer with four display attributes (Geographical Height,Postal Code, Sector Code, and Area Code).SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG 7 8. BusinessObjects Integration Kit for SAP - Crystal Reports 2008In addition the BW query contains three navigational attributes in the rows: Regional Code, Postal Code, andArea Code. A navigational attribute can easily be identified by the double underscore (__) in the technical name of the navigational attribute.Building a Crystal Report object on top of such an SAP BW query will result in the following elements: Each characteristic in the query will result in an element in the field explorer with a key and adescription field. Each navigational attribute in the query will result in an element in the field explorer with a key and adescription item (for example, Regional Code and Area Code). Each display attribute will create an element in the field explorer underneath the correspondingcharacteristic (for example, Customer number with several display attributes). Crystal Reports will include all available display attributes for the characteristic and not only the displayattributes that are included in the SAP BW query.SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG 8 9. BusinessObjects Integration Kit for SAP - Crystal Reports 2008Keyfigures, Units, and CurrenciesEach keyfigure used in an SAP BW query can have up to three elements: Numeric value of the keyfigure. Unit or currency information. Formatted value, representing the user-specific formatting.The image shows the result of two keyfigures in Crystal Reports: Each keyfigure is represented with a field in a group called Key Figures. In the case the keyfigure is configured in SAP BW with a unit, an additional field will be addedrepresenting the unit information. The Formatted Value represents the numeric value formatted as a string value following the user-specific formatting settings.SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG 9 10. BusinessObjects Integration Kit for SAP - Crystal Reports 2008HierarchiesHierarchies can be activated for characteristics in the BEx Query Designer and offer the user the capability tonavigate along a hierarchical structure.The image shows the field explorer in Crystal Reports based on an SAP BW query with a hierarchy. A hierarchy results in a parent-child relationship.SAP DEVELOPER NETWORK | sdn.sap.comBUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG 10 11. BusinessObjects Integration Kit for SAP - Crystal Reports 2008Crystal Reports with simple SAP BW queriesCreating Crystal Reports Using the SAP ToolbarThe SAP specific toolbar and the SAP specific menu items offer the user the typical SAP open and savedialogs that are also used in the Business Explorer and allow the user to store the Crystal Report objectdirectly into SAP BW roles.The following table shows all available menu options of the SAP toolbar:Button CommandFunction Create a new reportCreates a new report based on an SAP BW query that is from SAP BW Queryalready defined. Open ReportOpens a Crystal Report file from SAP BW. Save ReportSaves the current report to SAP BW. Save Report as Saves the report to BW with the option to define a newname or choose a different SAP BW role. Start SAP BW Query Starts the SAP BW Query Designer. Designer Disconnect Closes the current connection to SAP BW. Settings Allows configuring settings for the connectivity to SAPBW. The settings are specific for the Crystal Reportsdesigner installation.SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG11 12. BusinessObjects Integration Kit for SAP - Crystal Reports 2008As part of the settings available in the SAP toolbar the report designer can choose to use the SAP BW MDXdriver for creating new reports against SAP BW. It is highly recommended to use the BW MDX driver. The BW Query driver does not support multiple structures of a BW query and does not support display attributes.SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG12 13. BusinessObjects Integration Kit for SAP - Crystal Reports 2008To create a new report with the SAP toolbar1. Start Crystal Reports Designer (Start &gt; Programs &gt; Crystal Reports 2008 &gt; Crystal Reports 2008).2. Select the menu SAP &gt; Settings.3. Set the check box Use MDX Driver with support for Multiple structures.4. Click OK.5. Select the menu SAP &gt; Create New Report from a Query.6. Select the SAP server from the SAP Logon.7. Click OK.8. Enter the needed details: Client, User, Password, and Language.9. Click OK.SAP DEVELOPER NETWORK | sdn.sap.comBUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG 13 14. BusinessObjects Integration Kit for SAP - Crystal Reports 2008 The SAP standard open/save dialog will show up and offer the user to select a query from the roles or InfoAreas.10.Select the SAP BW query.11.Click OK. An empty report is created and the SAP BW query is used as data source.12.Select the fields for your report from the Field Explorer.13.Preview your report.14.Save the report to BusinessObjects Enterprise.SAP DEVELOPER NETWORK | sdn.sap.com BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG14 15. BusinessObjects Integration Kit for SAP - Crystal Reports 2008Creating Crystal Reports Using the Database ExplorerCrystal Reports lists the two SAP BW query connectivity in the standard Database Explorer.To create a new report with the Database Explorer1. Start Crystal Reports Designer (Start &gt; Programs &gt; Crystal Reports 2008 &gt; Crystal Reports 2008).2. Select the menu File &gt; New &gt; Standard Report.3. Double-click on Create New Connection. The SAP connectivity is listed as part of all available connectivity sorted alphabetically.4. Double-click SAP BW MDX Query.The SAP BW MDX Query connectivity is the more enhanced version of the Crystal Reportsconnectivity towards SAP BW cubes and SAP BW queries.SAP DEVELOPER NETWORK | sdn.sap.comBUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.com 2008 SAP AG 15 16. BusinessObjects Integration Kit for SAP - Crystal Reports 20085. Select the SAP server from the list of available SAP systems.6. Click Next.7. Enter Client, Username, and Password.8. Click Finish.SAP DEVELOPER NETWORK | sdn.sap.comBUSI...</p>

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