business objects xi 3.1 beginner guide for u

BUSINESS OBJECTS XI 3.1 Beginner Guide

E-Mail: [email protected] 1

BUSINESS OBJECTS XI 3.1 (SAP BI RELATED DATA)



BUSINESS OBJECTS XI 3.1 ü To Implement the Business Object Report on the top of the SAP BI info

cube/Bex query ü Our aim is to create the Universe on the top of the sap bi info cubes/Bex

queries. ü After creating the universe, we create the WEBI report based on

universes. DATA FLOW FOR BO



UNIVERSE

ü Universe is a semantic layer, we create the webi report on the top of the sap bi infocubes/Bex queries, it is the interface between the info provider (cubes,Bex queries) to webi report.

ü Observe the below screen shots. START-ààààALL PROGRAMS--ààààBUSINESS OBJECTS XI 3.1àààà.DESIGNER



GOTO FILEààààNEW



ü Our aim is to create the UNIVERSE on the top of the BEX query. ü Give the name and description of the universe. ü Here connection text box is there, this is used to connect the any

source System (like sap client). GOTO NEW CONNECTION-à



GOTO NEXT



In this window connection type and connection name, it must be mandatory. CONNECTION TYPES 3 TYPES OF CONNECTIONS IS THERE I.e. 1. Secure 2. Shared (may not export to the repository (CMS)) 3. Personal (may not export to the repository (CMS)) We must be used secure connection only, because except this (secure connect) it may not export to the repository



ü Select the SAP CLIENT ,give the connection type and connection name proceed to next

ü In the above window give the SAP USERNAME, PASSWORD, and CLIENTAPPLICATION SERVER NAME etc….

ü Where you find these all, observer the next screen



ü Enter the USERID, PASSWORD and CLIENT etc…..



CLICK ON NEXT BUTTON It will display the all the INFOCUBES and BEx queries.



ü By default all the info cubes available in the $INFOCUBE folder, but Bexqueries will not displayed directly.

ü We must click on the query properties ALLOW EXTERNAL ACCES TO THIS QUERY.



ü GO TO QUERY PROPERTIES -àADVANCED tab, click on the allow external access to this query.



ü CREATE THE UNIVERSE ON THE TOP OF THE SAP BEx QUERY(ZSAL_IC_Q00001).

ü SELCT THE required query(ZSAL_IC_Q00001). ü CLICK ON NEXT.



ü In the above screen all the SAP BEx queries displayed as separate folder.

ü All the info cubes displayed in the $info cube folder.



ü Now we create the universe on Bexquery, so we select the query, and click on next.

ü Then click on the finish button.



ü Now check the connection, we given user id, password and client etc is correct or not, if all the credentials is correct ,the server may be responding, else not responding.

ü Click on ok.



ü After click on ok button this screen will be displayed. ü In the business objects terminology all the characteristics and key figures

as classes and objects. Naming conversion between SAP BI vs. SAP BO SAP BI

SAP BO

1.Infoobjects(characteristics, key figures, attributes) 2.Charactersticks 3.Key figure 4.Attributes and Navigational attributes

1.Objects(Dimensions, detailed objects, measures) 2.Dimensions 3.Measures 4.Detailed objects



ü Comparison between UNIVERSE vs. SAP BEx Query/Info cube (See the next screen).



SAP BI SAP BO

1.Infoobject –Characteristics Ex:-Material 2.Infoobject-Keyfigure Ex:-Revenue Revenue=1000

1.Object-Dimension(blue color) Ex-Material(sub class)

• L00 Material • L01 Material

L00 refers to the ,it will give the aggregated information in the query level. L01 refers to the ,it will give the detailed information in the query Level. 2.Object-Measure Ex:- Revenue(sub class)

• Revenue • Revenue unit • Revenue formatted

value Revenue=1000 Revenue unit=1000 USD Revenue Formatted value=1000$ (Must be maintained in the source system)



ü We observe the above screen, under the each dimension we observer the detailed object (green color) Like Attribute and Navigational attribute in the SAP BI.

ü Next go to file menu. ü SAVE ALL.

ü Save under the Repository folder.



ü Next export to the repository.



ü It will ask the where we want to export to, all user/administrator. ü All users means this universe sharable all the users within the

organization. ü Administrator means this universe available only who as working as

administrator within the organization. (See the next screen)



ü Next click on OK button. ü Then it will be exported to the Repository (CMS).



CREATING THE UNIVERSE ON THE TOP OF THE INFO CUBE Start--ààààAll programs----ààààBusiness object enterprise--àààà Click on Designer



After click on the Designer, the below window will be displayed.

Enter the USERID & PASSWORD and click on ok.



File--ànew universe.



Enter the universe name and Description



Click on the new connection



New connection wizard will be appear

GOTO NEXT



ü Select the sap client.

ü Give the connection name and type

CONNECTION TYPES 3 TYPES OF CONNECTIONS IS THERE I.e. 1. Secure 2. Shared (may not export to the repository (CMS)) 3. Personal (may not export to the repository (CMS)) We must be used secure connection only, because except this (secure connect) it may not export to the repository.



ü Click on the next, below window will be displayed.



Click on the next button.



ü Select the $info cube folder. ü Select the required info cube.



ü Select the ZSAL_IC info cube.

ü Click on the next.



ü Then finish.



ü Test the connection, we given userid and password correct or not, if it is correct the server may be responding.

Then click ok



ü Drilldown the all the classes and objects.

ü Comparing the UNIVERSE and INFOCUBE. ü We observe the below screen.



. ü The differences between SAP BO (classes, objects) and SAP BI(info

objects and characteristics and key fig) . Already mentioned in the previous topics.

ü After that SAVEALL and Export to the repository.



ü Till now we have discussed about creating the UNIVERSE on the top of the INFOCUBES and BEx queries.



UNIVERSE PARAMETERS 1. Definition 2. Summary 3. Strategies 4. Controls 5. SQL 6. Links 7. Parameters ü We discuss the universe parameters one by one. ü Click on the parameter button.

ü After click on the parameter button, below window will be displayed.



ü Under the Definition tab, we mentioned the NAME and

DESCRIPTION of the universe.



ü Under the summary tab ,all information of the universe will be displayed ü i.e. No of classes, objects condition joins and hierarchy etc………In the

universe. ü It will be display the all the information of the universe.



ü The strategies tab enabled, when we creating universe on the RDBMS tables, in our case study it will not enables because we create the universe on the top of the SAP CUBES and BEX queries.



ü Under the control tab, Limited size of the row, limited execution time and limited size of the long text displayed to.

ü All information will be displayed by default.



ü The SQL tab will be display the allow use of the sub queries, allow complex operations in the subquery, we check this check boxes as per our requirement.



ü The main use of the LINK tab, to add the multiple universes in this universe as per our requirement Like MULTIPROVIDE and INFOSET in the SAP BI.



ü The PARAMETER tab will display the all information will be displayed Ex:- auto update query automatically etc……..



WEB INTELLIGENCE

ü In previous session we discussed, creating the universe on the top of the SAP INFOCUBES and SAP BExqueries.

ü In this session we creating the Ad-Hoc reports by using the Web Intelligence\ Web Intelligence Rich Client \ Desktop Intelligence.

Differences between These Three tools

DESKTOP INTELLIGENCE(DESKI)

WEB INTELLIGENCE RICH CLIENT

WEB INTELLIGENCE(WEBI)

1. Offline Tool. 2. Need to install in client mission. 3. Must be export to the Repository (CMS). 4. Saves under the local system as well as Repository (CMS). 5.SOURCE DATA:- Flat files, Database tables, XML, And Universes etc…. 6. Reports are saves with extension “.rep”. 7.There are no optional prompts in DESKI. 8. Can be open With/without info view.

1. Offline Tool. 2. Need to install in client mission. 3. Must be export to the Repository (CMS). 4. Saves under the local system as well as Repository (CMS). 5.SOURCE DATA:- Flat files, Database tables, XML, And Universes etc….. 6. Reports are saves with extension “.wid”. 7.There are optional prompts in WEBI RICH CLIENT 8. Can be open with/without info view.

1. Online Tool. 2. It access over web. 3. By default saves under the repository (CMS). 4. Saves under the Repository (CMS) Only. 5.SOURCE DATA: Universes only 6. Reports are saves with extension “.wid”. 7.There are optional prompts in WEBI 8.Can be open Through info view only.



WEB INTELLIGENCE FUNCTIONALITIES

ü FORMATED REPORTS. ü CROSSTAB REPORTS. ü SESSION REPORTS. ü VERTICAL REPORTS. ü HORIZONTAL REPORTS. ü MERGEING DIMENSIONS. ü MERGING REPORTS. ü BREAKINGS. ü ALERTS. ü RANKINGS. ü SCHEDULING THE REPORT. ü VARIABLES. ü SORT.

ü The above functionalities very user friendly compared to query designer in the SAP BI.

ü Some variable processing types may not be worked in web intelligence They are customer exit and replacement path.

ü Our aim creating the WEBI reports on the top of the universe. ü WEBI Can be open Through info view only.



How to open info view? START--àAll Programs--àBusiness Objects XI 3.1-àBusiness objects Enterprise----à Business objects Enterprise Java infoview.

ü see the below screen

ü Click on the Business object Enterprise Java infoview



ü After that login screen will be opened



ü Give the required USERID and PASSWORD then click on to LOG ON button. ü Observe the next screen.



ü Click on the NEW option ü Select the Web Intelligence Document



ü Click on the web Intelligence Document. ü After click on the web Intelligence Document, all the universes will be

displayed. ü The Displayed universes saved under the Repository (CMS).



ü Select the required universe and click on it. ü After click on it web Intelligence new document will be displayed.



ü Query Editor will be opened, in the query editor all the required DATA(classes and objects) and option panel (Result objects and Query filter ) is available.



ü Drag and drop the required objects (dimensions, detailed objects and

measures) to the Result objects panel. ü Here each object(Dimension =characteristic)will be converted into the

two formats they are, ü EX:-MATERIAL will convert in to L00MATERIAL and

L01MATERIAL. ü L00MATERIAL gives the aggregated result. ü L01MATERIAL gives the detailed result. ü Run query. ü Observe the above query, we gives the aggregated objects (Observe the

result in the next screen).



THE SHOWS AGGREGATE LEVEL OF INFORMATION

ü The above output of the query displays the all the aggregated information.

ü We takes the objects as input SALESDOCUMENT NUMBER, MATERIAL GROUP and MATERIAL The output display the ALLSALESDOCUMENT NUMBER, ALL MATERIAL GROUP and ALL MATERIAL.



TAKE L00 RELATED OBJECTS

ü Drag and drop the required Objects (Dimensions, Measures, Detailed objects) in to result object panel.

ü Click on the run query. ü Observe the output; it will give the detailed level of information. ü Observe the next screen.



THE SHOWS DETAILED LEVEL OF INFORMATION

ü We observe the above output, it will give the detailed level of information.

ü Summary of the above 3 pages, we will take the objects (ex:-L00Material,L01Material) as per user requirement. Ex:-End user wants to give the Detailed level of information in the report, we choose the L00Related objects, other wise user want to the aggregated level information in the report, we choose the L01Related objects

ü Next we discuss the Web Intelligence Functionalities, these functionalities listed in the earlier.



Formatted Reports: Formatted report means we design the reports for end-users LOOK and FEEL, it means set the report Background color and put the company logos, Images, page numbers and set the report header and footer. We discuss one by one.

ü We observe the above unformatted report, the end-user can’t satisfied these types of reports, so we Put the report title.

ü HOW? ü Double click on the Report Title.



ü After click on the Report Title, Text box will be appeared, and type the report title as per end-user requirement.

EX:-Report Title is SALES REPORT ü To increase the text size of the Report Title. Click on the properties

button ,it will display the all the properties of the query ü Observe the next screen.



GOTO PROPERTIES--ààààTEXT FORMAT/TOOLBAR SELECT FONT NAME AND SIZE

ü Select the required font and size of the text.. ü Observe the next screen.



ü User wants to set the background color to my report. ü How to set the background color to the report body footer, header

etc………? ü Go to Properties ---àBackground color.



ü Here two types of colors is there :- 1. Default color. 2. Custom color.

ü Set the color as per our requirement. ü Our requirement to put the company logo in the report. ü How to put the LOGO/Image in the report? ü Go to ---àProperties---àBackground image.



ü When we click on the Background image property---àBackground color

image window will be displayed, here there are four options is they are, ü NONE (no background image in the report) . ü SKINS (Supplied by Business Objects predefine Skins). ü IMAGE FROM URL (Import the image/logo from the web). ü IMAGE FROM FILE (Import the image/logo from the local system). ü Choose the image as per our requirement.



ü Choose the logo from Skin (Observe the above output). ü Next user wants to insert the page numbers in the report footer. ü How to insert the page numbers? ü Go to Template tab. ü In the template tab BUSINESS OBJECTS provides the some standard

templates,I.e. Formula and text cells, page number cells .



ü Drag and drop the required pre-defined cells to page footer.



ü Click on ok and run query.



THE OUTPUT OF THE FORMATED REPORT

ü Still now we discuss about WEBI functionality-formatted report, it means we design the report LOOK and FELL(set the background color, put the company logo and report title to the report header, and insert the pager numbers, and increase the font size of the text as per end-user requirement.

ü Suppose we want to see the summary of the report, The BUSINESS

OBJECTS introducing the some standard TEMPLATES, simply Drag and drop the required template to the query panel, it will displays the summary of the query.



ü It will displays the name of the query, parent Universe name, last

refresh date and time, query execution time, number of rows in the query and results objects in the query.

ü Next we discuss other functionality i.e. Report types: Cross tab report, Vertical report, Horizontal report, Section report, Form and Breaking the report, we discuss the one by one.



HORIZONTAL TABLE

ü Here we have two options is there ,to convert the normal report to our required report, one is pre-defined templates ,other is go to the report body right click on the report---àclick on TURN TO

ü Select the required report format.



ü After click on the TURN TO option, TURN TO window will be displayed.

ü Select the required format(Horizontal table) ü Click on ok. ü Observe the output next screen.



ü We get the required output.



VERTICAL TABLE

ü Right click on the report---àclick on TURN TO.




ü Select the required format(Vertical Table) ü Click on ok. ü Observe the output next screen.



CROSS TAB TABLE





ü Select the required format (Crosstab Table). ü Click on ok. ü Observe the output next screen.



FORM TABLE





ü Select the required format (FORM TABLE). ü Click on ok. Observe the output next screen.



INSERT BREAK TO THE REPORT

ü Select the report structure. ü Go to toolbar click on the Insert/Remove Break.



ü After click on the Insert/Remove Break, it will be converted into Breaking the report (observe the above screen).



SECTION REPORT

ü In the report structure, select the required cell .Drag and drop to the above (observe the screen shot).

ü It will convert in to Section report.



ü After drop the calendar year cell to the above of the report structure, it will be converted in to section report.



CHARTS-GRAPHS

ü We place the CHARTS/GRAPHS in the report with table contents. ü How to insert the CHARTS/GRAPHS in to our report. ü GO to report body. ü Right click on the report---àclick on TURN TO.




ü Select the required Graph/Chart (vertical Bar/Line). ü Click on ok. ü Observer the output (next screen).



ü To get the required output.



ü Suppose we see the structure of the report. ü Go to toolbar Click on the VIEW STRUCTURE.

ü After click on it. It will give the structure of the report. ü Observe the next screen.



ü I want to see again result of the structure, click on to the VIEW RESULT.

ü After click on view result.



ü It will display the result of the report. ü Observe the screenshot.



ü Another Webi functionality is the SORT. By using the sorting we can sort the records as per our requirement.

ü Business Objects provides some standard sorting functions. ü They are Ascending, Descending and custom sort. ü The ascending and descending sort is only applicable for the Measures

(Numeric values). ü The custom sort is only for Dimensions(Characteristics). ü We discuss one by one.

ü We select the SORT option in two ways, one is direct button in the

tool bar ,another is right click on the report select Sort, And select the Ascending/Descending as per our requirement.

ü In our example we select the Ascending.



ü After click on the ascending, all the records arrange in to Ascending

order. ü Next is the descending order.Rightclick--àSort---àDescending --àok



ü After click on the Descending, all the records arrange in to descending order.

ü Next SORT is custom sort, this is only applicable for Dimensions (characteristics).

ü Right click--àSort---àCustom Sort--àok.



ü After click on it. Custom sort window will be appeared.



ü Arrange the records as per our requirement. ü Click on ok.



ü Next we discuss another functionality-Variable editor. ü By using the variable editor, we can customize the Objects (Measures) as

per our requirement by using the conditions and mathematical functions like formula in SAP BI.

ü Go to toolbar Click on . ü After click on this button, variable editor will be displayed.



ü In the variable editor, give the variable name and qualification of the

variable (means it act as either Measure/dimension). ü In the formula editor, write the formula by using the data, functions and

operators. ü Click on ok.



ü After click on ok. New object available in the data panel. ü How to place these object in to report, without editing the query?



ü Right click on the report--àinsertàinsert column to the left/ insert column to the right/ insert column to the top/ insert column to the bottom.

ü If we want place the column in the right side click on OK.



ü Directly drag and drop the required object to blank column.



ü After drop the required object all the blank cells will be filled with the required object.



ü Next we discussed another functionality ,i.e. ALERTS

ü The alert is another WEBI functionality with which you can highlight the cells in the query output if the value beyond the threshold mentioned in the alert definition.

For example, you want to create a report that will highlight the cells in the query output in green if the Revenue value is more than 10.00,0000 INR ,and in red if revenue value is less than 10.00,0000INR.This visualization can be achieved using ALERTS in the query. ü HOW to insert the ALERTS in the query (observe the next screen). ü Click on the ALERTS in the toolbar (observe the above screen with

red circle).



ü After click on it ALERT EDITOR will be open, give the alert name and description.

ü Choose the Filtered object, Operator, Operands and formatted color. ü We will give the sub alerts also.



FILTERED object/Cell

Operator Operands Format(color)

REVENUE Greater than 10000000 GREEN

REVENUE Less than 9999999 RED

ü After Click on OK button. ü OUTPUT of the query, observe the next page.



ü We observe the above output of the query as per our requirement. ü The ALERT functionality is like EXCEPTIONS in SAP BEx Query

Designer. ü Next we discuss another WEBI functionality-RANKING.

ü To observe the ranking button on toolbar



ü Ranking is used to find top or bottom ‘n’ no of records based on applied group or section.

ü Before applying this option the report must be applied using Breaks/Sections. Web intelligence sorts the data as part of applying ranking.

ü After click on the ranking--àadd ranking. Ranking editor will be displayed.



ü Web intelligence provides some ranking parameters, they are

1. Count. 2. Percentage. 3. Cumulative sum. 4. Cumulative Percentage.

ü After click on ok. Result will be displayed as per our requirement.



ü It displays the top 3 revenues by calendar year wise.



ü Next we discuss another functionality-FILTERS and PROMPTS. ü How to do the filers and prompts in the report?

ü Go to Edit Query mode. ü Drag and drop the required objects to the Query filter panel and

drilldown it. Choose the Constant/values from list/prompt. ü Constant means enter the constant value, it will displayed the constant

value in the report output. ü Values from list means we will select the required values before run

the query (static report). ü Prompts mean we will select the required values after running the

query (dynamic reports). ü We will discuss one by one.



ü Select the VALU(S) FROM LIST, double click on it.



ü Select the required values and click on ok button. ü The list of values editor will be displayed before run the query. ü Next--àRun query .



ü Next we discuss the Prompts option, it is the dynamic selection of the report.

ü After running the query, it will display the Prompts window. ü Users dynamically select the required values (LIKE VARIABLES IN

THE SAP BEx query).



ü Double click on prompt and run query . ü After running the query, Prompt selection will be displayed. so user can

select dynamically.



ü Select the required values. and again Run Query



ü The output of the query will be displays the only selected rows only. ü For the observation purpose , we use the query summary template. ü The query summary template will displays the all the information of the

query and what are the values taken in the prompt selection.



ü Suppose I am using the more than one object in the Filter panel. it will displays the logical operator between these objects.

ü The logical operators are AND,OR. ü AND means it satisfies the both condition after it will give the result. ü OR means it satisfies the any one of the condition after it will give the

result.

ü In the Query Filter, we take the two objects, i.e.L01MATERIAL and L01CALENDER YEAR.

ü Between these two objects, we use the AND operation(it will generate automatically).

ü Then Run Query .



ü For the observation purpose, we use the query summary template. ü The query summary template will displays the all the information of the




ü In the Query Filter, we take the two objects, i.e.L01MATERIAL and

L01CALENDER YEAR. ü Between these two objects, we use the OR operation(it will generate

automatically). ü Then Run Query .



ü For the observation purpose, we use the query summary template. ü The query summary template will displays the all the information of the




ü Another functionality is the Filter Toolbar, By using the filter toolbar, we place the toolbar in the report .

ü Go to toolbar click on the Filter toolbar button.

ü After click on the button. Toolbar will appear on the top of the report.



ü Drag and drop the required objects on the filter toolbar. ü We can place the only dimensions (characteristics) only.



ü After placing the objects on the tool bar, it will act as filter toolbar(view lookup in the excel)



ü We observe the above report, we select only calendar year=2003 and Material group=PC.

ü Another functionality is the Adding the new query in to existing report.



ü Click on the add query . ü After click on add query, it will display the list of universes. ü Select the required universe.



ü Click on the require universe (EMP_uni_vo1). ü Click on ok.



ü Select the required Objects, Drag and drop the Result Object panel. ü Then Run Query . ü After running the query, new query Radio button box will be appear.



ü Here some options is there as per our requirement. 1. Insert a table in a new report means new output will displays the another report. 2. Insert a table in the current report means new output will displays the with in the report. 3. Include the result objects in the document without generating a table.



ü In our example, we select the Insert a table in the current report. ü The output displays the within the report.



ü How to save the report? ü We save the report in two ways

1. 2.

.

ü One way is save as in repository(CMS), Another is save in local system(Excel,Pdf,CSV,CSV(with options)).

ü Now we save the report under repository, click on save button . ü Select save as option . ü After click on it, it will open the repository (CMS) folders, choose the

folder where you want to save.



ü Click on ok. It will save and export to the repository automatically.



ü Next we discuss the Document properties. ü Go to report body right click on the report.



ü Select the document properties.



ü In the document property, some document options is available. ü They are Refresh on Open, Enhanced viewing, Use query drill,

permanent regional formatting. ü Must be checking all the check boxes, to get updated data in the

query.



ü Next we discuss the Scheduling the report as per user requirement.

How to scheduling the report to the end-user? Go to Business Objects Enterprise Java Infoview. ü Log on to the infoview. ü Go to home. ü Select the folders where we save the reports under the repository. ü Select the report-àright click on the report. ü Select the Scheduling option ü Click on ok.



ü We schedule the report as per END-USER requirement.



Hi All, In this document any mistakes, suggestions and modifications, please inform to me. Next I will prepare CRYSTAL REPORTS and XCELSIUS Document also.

Thanks & Regards Nageswararao Kalava,

Email:[email protected], Mobile: +91 8861056763.

business objects xi 3.1 beginner guide for u

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