a comparison of enterprise reporting tools - bi / dw...

22
A Comparison of Enterprise Reporting Tools Crystal Reports and Web Intelligence A Comparison of Enterprise Reporting Tools Crystal Reports and Web Intelligence Adam Getz Practice Manager, Business Intelligence DCS Consulting, Inc.

Upload: letuyen

Post on 06-Feb-2018

220 views

Category:

Documents


0 download

TRANSCRIPT

  • A Comparison of Enterprise Reporting Tools

    Crystal Reports and Web Intelligence

    A Comparison of Enterprise Reporting Tools

    Crystal Reports and Web Intelligence

    Adam Getz

    Practice Manager, Business Intelligence

    DCS Consulting, Inc.

  • DCS Consulting - Corporate OverviewDCS Consulting - Corporate Overview

    About DCS Consulting:

    DCS Consulting is a Business Intelligence and Data Warehousing (BI/DW)

    professional services firm specializing in providing highly experienced

    consultants.

    Located in Washington DC Area.

    SAP Business Objects Extended Business Partner.

    Our customers range from DOD and Federal Civilian clients to Health Care, Financial Services, Consumer Goods, & Energy.

    Technology Expertise:

    SAP Business Objects

    Visual Cue

    DOMO

    CGI Momentum Financials

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 2

  • What is Business Intelligence?What is Business Intelligence?

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 3

    Operational ReportsDisplays data with rich presentation and within a structured layout (i.e. rows and columns).

    Primary Tool: Crystal Reports

    Query and AnalysisInteractive methods to query data, present data in an ad-hoc manner, and to find information on an as-needed basis.

    Primary Tools: Web Intelligence

    Dashboard ManagementGraphical interfaces and real-time methods to provide guided analysis and to intuitively monitor organizational metrics.

    Primary Tool: Dashboards (formerly Xcelsius)

    Business Intelligence is focused on reporting and analysis of data residing in either enterprise data warehouses (EDW) and/or data marts.

    Crystal Reports

    Web Intelligence

    Dashboards (formerly Xcelsius)

  • Crystal Reports vs Web Intelligence (WebI)Crystal Reports vs Web Intelligence (WebI)

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 4

    Crystal Reports can access data directly from a data source or through a Universe

    Web Intelligence must access data through a Universe

  • Crystal ReportsCrystal Reports

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 5

    Ideal Tool for:

    Complex, highly-formatted report design

    Creating canned report templates

    High volume report distribution (publications)

    Tight web / application / portal integration

    Offline/online report viewing

    Less than Ideal for:

    Out-of-the-box web-based report design

    Ad-hoc query & analysis

    Self-service reporting

    When to Use Crystal Reports?When to Use Crystal Reports?

  • Web Intelligence (WebI)Web Intelligence (WebI)

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 6

    Ideal Tool for:

    Web-based report design

    Ad-hoc query & analysis

    Offline/online report viewing

    Answers unpredictable questions

    Providing access to novice/casual users

    Less than Ideal for:

    Highly-formatted reports

    High volume report distribution (publications)

    Tight web / application / portal integration

    When to Use Web Intelligence?When to Use Web Intelligence?

  • Crystal ReportsCrystal Reports

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 7

    Perfect solution for canned or published reports

    Create high-fidelity, pixel-perfect reports

    Access almost any data source

    End users view, print, and export reports

    Multiple deployment options:

    Crystal Reports Designer: Client developer tool (Most Common)

    Crystal Report Server: Web-based environment for organization-wide use

    Crystal Reports: Operational Reporting ToolCrystal Reports: Operational Reporting Tool

    Crystal Reports

    Designer

    Crystal Reports

    Preview

  • Crystal Reports - FeaturesCrystal Reports - Features

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 8

    Report Templates

    Design Wizards

    Experts

    Formatting

    Grouping / Sorting

    Section

    Data Access

    Intuitive Report DevelopmentIntuitive Report Development Template Expert

    Group Sort Expert

  • Crystal Reports - Features

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 9

    Advanced / Hierarchical Grouping

    Running Totals

    Parameters

    Alerting

    Guided Navigation

    Sorting Controls

    Hyperlinks

    Drill-Downs

    Numerous Methods for

    Report Viewing and Interaction

    Numerous Methods for

    Report Viewing and Interaction

    Hierarchical Grouping

  • Crystal Reports - Features

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 10

    Relational Databases Oracle IBM DB2

    Sybase MS SQL Server

    MySQL MS Access

    Informix

    Common Business Applications ACT! Salesforce.com

    Spreadsheets MS Excel Lotus 1-2-3

    Groupware / Email Exchange Lotus Notes

    Text files, XML files, and OS Event Logs

    ODBC, OLE DB, and JDBC Sources

    Web Services

    Business Objects Universes and Repositories

    Data Access to Most Common Data SourcesData Access to Most Common Data Sources

    Crystal Reports provides a long

    list of available data sourcesIn addition report authors can write their own SQL commands.

  • Crystal Reports Developer Features

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 11

    240 Functions that Control

    Calculations: Median, Mode,

    Standard Deviation, etc.

    Reporting Formatting

    Complex Logic

    Custom Functions

    Formula Expert

    Powerful Formula Language and Custom Code EnvironmentPowerful Formula Language and Custom Code Environment

    Developers can Program

    Using Either Basic or

    Crystal Syntax

    Through Code,

    Developers can Control

    Formatting, Selection,

    Calculations, and Logic

    Crystal or Basic syntax (very similar to Visual Basic)

  • Crystal Reports - Features

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 12

    Interface Solution Deployment Kits (SDKs):

    J2EE .Net COM

    Integration of Reports

    Web Applications Client / Server Apps

    Portals

    Embedded Reporting Components

    Custom Add-ins

    Create custom add-in modules

    Shows up under Add-ins menu in Crystal Reports

    Implement custom workflows

    User Function Libraries (UFL)

    Extend function library of Crystal Reports

    Call external executable (exes) from inside the report

    Integrated Development Environments (IDE)

    MS Visual Studio BEA WebLogic Workshop

    Borland JBuilder Borland C# Builder

    Advanced Programming CapabilitiesAdvanced Programming Capabilities

    Develop and Integrate Custom Add-Ins

    Advanced Charting

    Report Distribution

    Web Publishing

    Version Control

    Custom Workflow

  • Web Intelligence (WebI)

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 13

    No Client Installation Necessary for WebI

    Leveraged through Internet Browser

    Users ask business questions

    Users develop reports / charts / ad-hoc queries

    Ability to drill-down, drill-up, drill-through

    Filter and prompt data

    Intuitive to end-users

    Data source must be a Universe!

    WebI: Web-Based Query & AnalysisWebI: Web-Based Query & Analysis Web URL

    New Web Intelligence Document

  • Web Intelligence - Rich Client

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 14

    Same Functionality as Web Intelligence

    Users develop reports / charts / queries

    Users ask business questions of data

    Ability to drill-down, drill-up, drill-through

    Filter and prompt data

    Intuitive to end-users

    Client Installation on Desktop

    Installed from Infoview Portal

    Off-line Access of Data

    Access to Universes and Excel Files

    WEBI Rich Client: Off-line Query & AnalysisWEBI Rich Client: Off-line Query & Analysis WebI Rich Client Full Client InstallationOff-line Logon

    Same Reporting Interface as WEBI

  • BusinessObjects Universe

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 15

    Universe: Semantic Middleware Layer / MetadataUniverse: Semantic Middleware Layer / Metadata

    Business Representation of a Database

    Resides between a database and reports/queries

    Provides an interface to create ad-hoc queries

    Foundation of Web Intelligence (WebI) Reports

    Optional Data Source for Crystal Reports

    Universe -

    Translates

    Databases into

    Business Terms

  • WebIntelligence - Designer

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 16

    Self Service Reporting Ad Hoc Query CreationSelf Service Reporting Ad Hoc Query Creation

    Generates Answers to Business Questions

    Ideal for Business Users and Analysts

    Intuitive Drag & Drop Interface

    Run Query to

    View Results

    Web Intelligence Designer

    Drag & Drop Data Fields and

    Filters to Document

  • WebIntelligence - Features

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 17

    Highly-Interactive Charts and DataHighly-Interactive Charts and Data

    Convert Data into Charts and Graphs

    View Data Graphically or in a Table

    Data Displayed in a Table

    Data Displayed in a Chart

  • WebIntelligence - Features

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 18

    Drilling ResultsDrilling Results

    Analyze the Detailed Data behind the Displayed Results

    Performing On-Report Analysis

    Types of Drilling

    Drill-Down

    Drill-Up

    Drill-Through

    Drill Results to a Lower

    Level of Detail

  • WebIntelligence - Features

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 19

    Drilling ResultsDrilling Results

    Analyze the Detailed Data behind the Displayed Results

    Performing On-Report Analysis

    Types of Drilling

    Drill-Down

    Drill-Up

    Drill-Through

    Drill Results to a Lower

    Level of Detail

  • Crystal vs. WebI Product Comparison

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 20

    Crystal ReportsBusiness Objects

    Web Intelligence

    Primary Function Operational Reporting Query & Analysis

    Report Author IT, Developer Business User, Data Analyst

    Report Consumer Information Consumers Information Analysts

    Report Design Tool Wim32 Desktop ClientWeb-Based

    Desktop Rich Client

    Formatting Precise, Pixel Perfect Formatting Basic Formatting

    Data AccessDirect to Data Source

    UniverseUniverse Only

    Typical Use(s)

    Operational reporting

    Pre-built report templates

    High-volume publishing

    Predictable questions

    Ad-hoc query & analysis

    Self-serve reporting

    Unpredictable questions

  • Questions

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-863-7202 | [email protected] | www.dcsfederal.comPage: 21

  • DCS Consulting - Contact Us

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079

    703-966-5831

    Adam Getz

    [email protected]

    WWW.DCSFEDERAL.COM

    DCS Consulting, Inc.

    9048 John Sutherland Lane, Lorton, VA 22079 | P: 703-966-5831 | [email protected] | www.dcsfederal.comPage: 22

    Check out www.bi-insider.com