bpcnw10 using crystal dashboards

5/24/2018 BPCNW10 Using Crystal Dashboards

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SAP Business Planning and

Consolidation 10.0, version for SAPNetWeaver

Using Crystal Dashboards


2/39 2011 SAP AG. All rights reserved. 2

Using Crystal DashboardsLesson Objectives

After completing this lesson, you will be able to:

Explain how to add a Crystal Dashboard to the Library and add it in to aWorkspace


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Topics

1. Overview of Dashboard Design Functionality

2. Installation and Configuration

3. Designing Dashboards

4. Publishing Dashboards



Crystal Dashboards Functionality: Overview

Crystal Dashboards and SAP BusinessPlanning and Consolidation

Read live data

Simulate and write-back

Dashboards built dynamically usingmetadata

Key Crystal Dashboard capabilities:

Provide a planning dashboard with richvisualization attributes

Adds the capability for write back for

simple data input.


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Topics







Installation and Configuration: Requirements

To run the dashboard based on flash files:Adobe Flash Player installed on client PCs

To build the dashboard:

SAP BusinessObjects Dashboard Design

SAP EPM Add-In for Microsoft Excel

SAP BW OLE DB Provider

SAP EPM Connector

SAP Business Planning and Consolidation Data Grid(Optional)

To run the dashboard outside of BPC web client(standalone or in Excel)

Crossdomain file must be created at

http(s)://:/sap/crossdomain.xml Details can be found in the EPM Office Add-Ins Master Guide

XMLA service in ICF must be activated

/sap/bw/xml/soap/xmla/ node can be activated via Transaction SICF

Details can be found in the SBOP PC 10.0 Installation Guide



Installation and Configuration: Configure the Model

Configure the Model from the Planning and Consolidation Administration Console

1. Log on to the Admin Console

2. Click Models

3. Click the Model name

4. Check Use as Source of data5. Click Save



Installation and Configuration: Dashboard Add-Ons

Install the Dashboard Design Add-Ons

1. The EPM Connector xlx file is located in the installationdirectory of the EPM add-in under the EPMConnectorfolder

C:\Program Files (x86)\SAP BusinessObjects\EPM Add-

In\EPMConnector\EPMConnector.xlx

2. The BPC Data Grid xlx file is available as part of theHow-To guide on SDN.

http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/librar

y/uuid/8032028f-82c7-2b10-0995-8333d8041b30

3. Install the Add-Ons from the Dashboard Design menu4. Click Install Add-On, then choose the xlx file, then click

Close
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Topics







Designing Dashboards Create the Connection

Create a new local connection

1. Launch SAP BusinessObjects Dashboard Design

2. From Excel within Dashboard Design, click the EPM tab

3. Click Report Actions, then Manage Connections

4. From the connection manager, choose Create




Choose a connection type

1. Choose Local Connection

2. Select SAP BW OLE DB Provider

3. ClickConnect




Configure the connection

1. Enter the application server host

2. Select the Authentication

3. Enter the System number

4. Enter the Client number5. Enter the Language

6. Click Next

7. Enter user and password

8. ClickLogon




Choose the location

1. Select $INFOCUBE

2. Click Finish




Select the Model

1. Select the cube/model from the list

2. All models are listed in alphabetical order regardless of environment

3. You must select the cube which corresponds to the transient query cube

4. Click OK



Designing Dashboards Create a Report

Create a new report

1. Select the connection

2. Click OK




Design the new report

1. Click the Edit Report button

2. Configure the report

3. ClickOK




Retrieve the Report Definition

1. In any cell, enter =GetReportDefinition()

2. Press Enter

3. XML string will be returned



Designing Dashboards Create the Dashboard

Design the dashboard

1. Select the BPC Data Grid object and drag and drop it into the layout editor



Designing Dashboards Create the Dashboard

Configure the BPC Data Grid

1. Bind the header data element to the header rowin the excel spreadsheet

2. Configure the columns, such as Alignment.

3. Bind the detail data element to the detail rows inthe excel spreadsheet.


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2011 SAP AG. All rights reserved. 20

Designing Dashboards Configure the EPM Connector

You can make the EPM add-in report dynamic byusing the EPM connector.

1. Delete the static data from the EPM add-in report

2. From the Dashboard Design menu, choose Data,then Connections


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Choose the Connector Type

1. From the Data Manager window, clickAdd

2. Under Add-On Connections, choose EPMConnector


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Configure the Input Details of the EPM Connector connection

1. Enter a connection name

2. Select the Application and operation

3. Enter the URL for host application server

4. Define the Report Definition value by binding it to the cell on the spreadsheet


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Configure the Output Details of the EPM Connector connection

1. Click Output Details

2. Check Refresh on Load

3. ClickClose


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Designing Dashboards Add Connection Refresh Button

Add a connection refresh button to trigger the EPM connection

1. Drag and drop the Connection Refresh Button user interface element into thelayout editor.

2. Configure the button to trigger the EPM connector connection.


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Designing Dashboards Adding Input Data Functionality

Configure the Data Grid to accept input

1. Click the BPC Data Grid object, and in theconfiguration section, set the columns as Editable.


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Create a new EPM connector connection

1. Set operation as Input Data

2. Select Environment and Model


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Set the cell definition

1. For each dimension, set the specific member


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Set the cell value definition for this connection

1. Bind the cell of the spreadsheet for this new value. In this example, thecell for Material Cost and March 2011 is bound to this field. This value inthis cell will be written back when this connection is triggered.


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Add a update button to trigger the EPM connection for Input Data

1. Drag and drop the Connection Refresh Button user interface element into thelayout editor.

2. Configure the button to trigger the EPM connector connection.


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Designing Dashboards Preview the Dashboard

Preview the dashboard

1. From the Dashboard Design menu, click Preview

2. The dashboard will then be launched showing the values


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Topics






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Publishing Dashboards Export the Dashboard Design

Exporting the Dashboard to Flash

1. Export the Dashboard by choosing File, Export, Flash(SWF)

2. Give a name to the swf file and clickSave


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Publishing Dashboards Upload the Dashboard

Upload the Dashboard

1. Click the Hometab

2. ClickLibrary

3. From the Library clickDashboards

4. Click New, thenDashboard

5. Select the SWF file from thelocation and click Upload

You may also upload the XLF filefor storage as well


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Publishing Dashboards Save Dashboard Configuration

Configure the attributes of the Dashboard

1. Configure any variables

2. ClickSave


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Publishing Dashboards Library View

Library view shows the new Dashboard

1. Click the Refreshbutton

2. The new dashboard is now available in the library


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Publishing Dashboards Adding to a Workspace

Create a new workspace and add thedashboard

1. Click Workspaces

2. From the menu, click New,thenWorkspace

3. In the new Untitled Workspace tab,clickAdd Content

4. Choose the location of thedashboard, then select thedashboard file

5. ClickOK


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Save the workspace

1. In the new Untitled Workspace tab,clickSave Workspace, thenSaveWorkspace As

2. Choose the location

3. Enter the name of the workspace aswell as a description

4. ClickSave


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The dashboard is now added to the workspace


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Using Crystal DashboardsLesson Summary

You should now be able to:

Explain how to add a Crystal Dashboard to the Library and add it in to aWorkspace

bpcnw10 using crystal dashboards

Documents

overview crystal dashboards

crystal dashboards 339topics1

crystal dashboards 539topics1

planning dashboard

sap ag

sap businessplanning

dashboard design menu4

aworkspace5242018 bpcnw10