ea101

Ty Miller, Kia Afshari, Rajiv Dutta

October, 2013

EA101

How to Pick the Right Business Intelligence Tool for the Job

2013 SAP AG or an SAP affiliate company. All rights reserved. 2

Disclaimer

This presentation outlines our general product direction and should not be relied on in making a

purchase decision. This presentation is not subject to your license agreement or any other agreement

with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to

develop or release any functionality mentioned in this presentation. This presentation and SAP's

strategy and possible future developments are subject to change and may be changed by SAP at any

time for any reason without notice. This document is provided without a warranty of any kind, either

express or implied, including but not limited to, the implied warranties of merchantability, fitness for a

particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this

document, except if such damages were caused by SAP intentionally or grossly negligent.


Agenda

How to pick the right tool for the job

Whats new in BI 4.1

Best practices for migrating to BI 4.1


Full spectrum business intelligence

Reporting Self Service Dashboards and Apps

Deliver engaging information to users where they need it

Track key performance indicators and summary data

Build custom experiences so users get what they need quickly

Securely distribute information across your organization

Answer related questions by interacting with pre-defined

reports

Build printable reports for operational efficiency

Discover areas to optimize your business

Adapt data to business needs

Tell your story with beautiful visualizations

Discover. Predict. Create. Build Engaging Experiences Distribute Information


Agility for business analysts and business users

Discover trends, outliers and areas of interest in your business

Adapt to business scenarios by combining, manipulating, and enriching data

Tell your story with self-service visualizations and analytics

Forecast and predict future outcomes

Enterprise self service Discover. Predict. Create.

Portfolio

Lumira

Explorer

Analysis

Predictive Analysis*


Build engaging, visual dashboards

Powerful environment to build interactive and visually appealing analytics

Rich set of controls: buttons, list boxes, drop-down, crosstabs, charts

Use custom code to extend and build workflows

Dashboards and apps Build engaging experiences

Portfolio

Design Studio

Dashboards (aka Xcelsius)


High productivity design for report designers

Quickly build formatted reports on any data source

Securely distribute reports both internally and externally

Enhance custom applications with embedded reports

Reporting Share information

Portfolio

Web Intelligence

Crystal Reports


Where does the data reside?


SAP BW

SAP HANA

Relational

sources

OLAP

sources

Flat files

Web Intelligence Crystal Reports

Design

Studio

Dashboards Exploration

Views

Lumira Explorer Analysis Office-

OLAP

1

Optimized and favoured

Supported

Unsupported

OLAP

Office


What are each BI clients strengths?

Crystal

Reports for

Enterprise

Web

Intelligence Dashboards

Analysis for

Office

Analysis for

OLAP

Explorer/Lumir

a Design Studio

Highly formatted reporting

Parameterized &

Dynamic Layout

Self Service reporting / Free form layout

Hierarchical capabilities

Data Visualization

Product Interoperability

Guided Navigation

Mobile Reporting 1 1 2

Supported Not Supported 1. Via Design Studio

2. Lumira via Explorer


Where is the content consumed?


Design Studio

Dashboards


Design Studio

Dashboards

Exploration Views

Web Intelligence

Crystal Reports

Analysis OLAP

Explorer

Analysis Office

Predictive Analysis

Lumira

Design Studio

Dashboards

Exploration Views

Web Intelligence

Crystal Reports

Explorer

Web Intelligence

Crystal Reports


Where is the content created?


Design Studio

Dashboards


Exploration Views Web Intelligence

Analysis OLAP

Explorer

Analysis Office

Predictive Analysis

Lumira

Web Intelligence

Crystal Reports


Who creates the content?


Design Studio

Dashboards

Crystal Reports

Web Intelligence

Discover. Predict. Create. Build Engaging

Experiences Distribute Information

Exploration Views Web Intelligence

Analysis Office/OLAP

Predictive Analysis

Explorer

Lumira

IT

Business User


Who consumes the content?


Design Studio

Dashboards

Exploration Views

Crystal Reports

Web Intelligence


Design Studio

Dashboards

Exploration Views

Web Intelligence

Crystal Reports

Explorer

Lumira

Executive

Senior Mgmt

Explorer


Who consumes the content?


Design Studio

Dashboards

Exploration Views


Design Studio

Dashboards

Exploration Views

Web Intelligence

Crystal Reports

Analysis Office/OLAP1

Predictive Analysis2

Explorer

Lumira

Analysis Office/OLAP

Predictive Analysis

Explorer

Lumira Business Analyst

Individual Contributor

1. Content consumed in Design Studio output, not the Design Studio IDE itself.

2. Content consumed in Explorer / Exploration Views, not in the PA IDE itself.


Guidance for SAP NetWeaver BW customers

Customers using SAP NetWeaver Web Application Designer (WAD) should adopt SAP BusinessObjects Design Studio (formerly known as Zen) as their primary tool

for creating dashboards and applications, both on the Web and on mobile devices,

on top of SAP NetWeaver BW.

Customers of SAP BusinessObjects Dashboards should continue with Dashboards and leverage the upcoming HTML5 functionality for mobile dashboards. Customers

using Dashboards on top of SAP NetWeaver BW should strongly consider building

their new dashboards with Design Studio.

See SAPs analytics blog for more detail on our dashboarding strategy and direction

Whats new in BI 4.1 Suite


About this presentation

Target audience

Intended to be a high level product overview of what is new in 4.1

Assumes working knowledge of BI 4.0 suite and features

Scope of the presentation

High level feature overview of what is new in 4.1

For more detailed information and features in each area, refer to:

Whats New in 4.0 (Includes whats new in SP1, SP2, FP3, SP4 and SP5)

Product Road Map documents

This is the current state of planning and may be changed by SAP at any time.


Features by product areas

SAP BusinessObjects BI platform

BI platform administration and services

BI platform end user

Semantic Layer

SAP BusinessObjects BI client tools delivered with BI 4.1

SAP Crystal Reports for Enterprise

SAP BusinessObjects Web Intelligence

SAP BusinessObjects Explorer

SAP Business Objects Dashboards

SAP BusinessObjects Analysis, edition for OLAP


Features by product areas

SAP BusinessObjects BI clients supported by BI 4.1

SAP Lumira

SAP BusinessObjects Analysis, edition for MSFT Office 1.4

SAP BusinessObjects Design Studio 1.1

SAP Business Objects Mobile BI 5.0

SAP BusinessObjects Desktop Intelligence 3.1 SP6 FP6.1

BI platform Core BI platform

Self-service access to SAP BusinessObjects BI (BI launch pad)

BI Workspaces

Semantic Layer


SAP BusinessObjects BI platform Core BI platform

System Configuration Wizard

Simple workflow to accomplish initial server configuration of the BI system

Command line facility to enable programmatic configuration

Upgrade Management Tool enhancements

Enhanced service dependency checking prior to upgrade

Simplified process to migrate 3rd party authentication type (AD, LDAP, SAP) users, eliminating the need to remap user groups on target system

Supportability

Ability to trigger Java server thread-dump from Solution Manager

Improved visibility to server status in case of error

Error message improvements

Software version is represented consistently and easily observable


SAP BusinessObjects BI platform Self-service access to SAP BusinessObjects BI (BI launch pad)

Collaboration enhancements

Ability to collaborate on document instance

Ability to collaborate while viewing BI document in the viewer

New security right to manage who can collaborate on the BI content

Collaboration service powered by SAP Streamwork or SAP Jam

Document upload workflow enhancement

Ability to replace existing document when uploading 3rd party documents

BI Workspaces

Adding support for background image and/or color

Adding support for Explorer documents


SAP BusinessObjects BI platform Semantic Layer

Enhanced support for SAP data sources

Improved BW access performance for client design time

Direct access to HANA views (transient MDX universe, Crystal Reports for Enterprise only)

Consume HANA features (variables, input parameters, hierarchies, units of measures)

Improved access to ERP (optional parameters and enhanced automatic universe generation)

New agnostic sources

Teradata 14, Oracle Exadata, Hadoop on Amazon EMR, oData, XML, Web Services

Important Information Design Tool (IDT) improvements

Data federation in IDT: support for federated tables

Improved user experience

BI clients delivered with BI 4.1 SAP Crystal Reports for Enterprise




SAP BusinessObjects Dashboards


SAP Crystal Reports for Enterprise

Freehand SQL command object

Customize the SQL to optimize the query to relational data sources

Verify database options

Ensure the report query reflects the modifications to the underlying data source

Enhanced SAP BW integration

Level selection for BW Hierarchy Variable

Level selection based on relative depth for BW Hierarchy Variable

Enhanced SAP ECC support and SAP HANA support



Enhanced user experience in reporting

capabilities

Freeze Header

Custom color palettes and color assignment

Measure delegation

Merged Objects

Usability enhancements

Provide RESTful Web services API and UI

customization options

RESTful Web services additional APIs

UI customization

Provide RESTful Web services API and UI

customization options



Explorer 4.1 allows user to create Information

Space on top of both universes UNV + UNX

Free Facets

Real Time Datasources (HANA)

Better understand when data has been refreshed

User can force the refresh to retrieve the last minutes updates

Tool to help Manage Space administrator

Change the original datasource to a production or another more up-to-date datasource

Keep all eViews relying on your Information Space



Enhanced SAP BW integration

Sharing

Export to Design Studio for mobile device rendering

Empower business analysts to share their data via mini applications

Enhanced HANA integration

Support for Hierarchies

Support for Prompts


SAP BusinessObjects Dashboards

Offline support for flash dashboards

In Designer, turn on offline support by checking "Allow This Dashboard to be Used Offline"

During runtime, right click on Dashboards, and click "Download dashboard with current data to local"

Dynamic Positioning of Components

Support binding x, y position of components in Text, Containers, Web/Universe Connectivity, Art and

Backgrounds categories

Support binding width, height of components in Art and Backgrounds category

BI clients supported by BI 4.1 SAP BusinessObjects Design Studio

SAP BusinessObjects Analysis, edition for MSFT Office

SAP Lumira

SAP Business Objects Mobile BI

SAP BusinessObjects Desktop Intelligence


SAP BusinessObjects Design Studio 1.1

Animated HTML5 Charts

More convenient to use filter panel for selecting data

Custom Stylesheet (CSS)

Global parameters for Design Studio application

Additional APIs for data calculation

Generate Design Studio applications from A. OLAP

workspaces

Column Combination Chart

Waterfall chart


SAP BusinessObjects Analysis, edition for MSFT Office 1.4

Integration with Design Studio

Auto generate iPad and web apps through Design Studio

Enhanced BI Platform Support

Single Sign-On and LCM

Save Analysis content as BI InfoObject (instead of Excel/PowerPoint format)

Waterfall Charts


SAP Lumira

Key benefits

Extend the reach of SAP Lumira users in an enterprise

Bolster customers investments in SAP BusinessObjects

Scope

Enhance data manipulation capabilities

Extend Acquisition to more data sources & support different data formats during acquisition

Empower end users to customize charts , add conditional formatting and create simple user defined views without scripting or coding

Annotate & share your results at a click of a button on-premise or on the cloud.


SAP BusinessObjects Mobile BI 5.0

Single Mobile BI application for all BI content

Enhancement to Collaboration

Enhanced Sybase Unwired Platform (SUP) Support

Tighter Device Integration

New Home Screen

Support for SAML2 deployments

Content Specific Enhancements


SAP BusinessObjects Desktop Intelligence

Key benefits

Important and critical Desktop Intelligence documents can be stored in BI 4.1

Customers gain additional time to convert Desktop Intelligence documents while on BI 4.1

Reduced TCO, as customers can retire SAP BusinessObjects Enterprise 3.1 completely

Scope

Consumption of DeskI content in BI 4.1 using Desktop Intelligence 3.1 client

SAP BusinessObjects Enterprise 3.1 SP6 FP6.1 will provide the Desktop Intelligence client the capability to connect to a BI 4.1 CMS

SAP BusinessObjects Enterprise 3.1 EoL timelines are still applicable on Desktop Intelligence

Best practices for migrating to

BI 4.1


What is the right tool?

Promotion Upgrade / Migration

Promotion Management Upgrade Management Tool

Promotion: Transport content from like system to like system

Systems are the same version E.g. Dev to Test to

Production. Content is primarily document templates,

metadata and schedules. Not document instances.

Upgrade: Transport and transform content from previous version to newer version Content includes all objects.

Migrate: Transport and transform content from a previous platform to a new platform or architecture


SAP BusinessObjects BI 4.x upgrade path

BI 4.0/4.1 BIAR XIR2/3.x

BOE XI R2

SP2

Direct Upgrade using

Upgrade Management Tool

BO v5 / BO

v6

BOE XI

CE8 / CE9 /

CE10

No direct Upgrade available

Upgrade to XI R2 or XI 3.x

preferred

BOE XI 3.x


Full system vs staged upgrade

Stage/Incremental Upgrade Full/Complete Upgrade

Upgrade content in stages

Two systems to maintain

Requires lockdown of department folder

Issues affect only the upgraded entities

Short downtime

Suitable for large scale deployment

Upgrade all content at once

Only one system to maintain

Requires lockdown of the entire system

Issues affect the entire system

Long downtime

Suitable for small to medium size deployment


Upgrade Management Tool Considerations and best practices

Content Considerations System Considerations

Incremental migration should be suggested if the content is huge

Which content is being migrated should be taken into account

Amount of rework should be calculated

Third party user groups should not be imported to the destination system prior to Upgrade process

Content validation should be performed post upgrade

Architecture changes are taken into account

Source system is checked for issues/inconsistencies

Services not utilized during upgrade should be turned down, if possible

UMT should be run from a machine which has great amount of available resources. Eg. RAM, Temp dir etc.

Utilization of Source/Target system should be minimum to zero.

Infrastructural readiness Content readiness


Promotion management Features

Version Control

Visual Difference

SAP Integration

Promotion

Content Packaging

Promotion transports

Dependency management

Rollback

Test promotion

Property overrides

CTS

(Change & Transport System) SAP Authentication

Subversion & Clearcase Check in / out; locking

Promotion Management

BIAR

Promotion Management

Job


Overrides

A single Adaptive Processing Service (APS) can access an LCMOverride folder at a time. One instance of Adaptive Processing Server (APS) containing Promotion Management Services per landscape

is recommended

Scheduling

Always schedule promotion jobs when the server load is at its minimum One instance of Promotion Management Scheduling Service per landscape is recommended

Test Promotion

Enables you to Test a promotion job without affecting destination Provides information newly added objects & other changes Warns of any name or CUID conflicts & missing dependent objects

Promote with Security

Replicates the security structure of the source system in the destination environment Preserves row/column level restrictions implemented with the metadata

Promotion management best practices General


Promotion management best practices Rollback

Rollback makes sense when

Scope of changes to be rolled back is large

Change must be reversed quickly

Issue is in Production

Recommendations

Only rollback when it is absolutely necessary

Avoid rolling back more than one version

Rollback has a cost disk space

Enable rollback only for critical systems


Promotion management best practices Dedicated PM server

Allows for a refresh of other system without impacting LCM.

Allows for easier patching. Maintain LCM instance at most recent patch

Allows for easier promotion of the same content to test as to production

Avoids security issues when LCM job owner does not have access to content.

Next best choice would be to use Production server for promotion management


Promotion management best practices Dedicated services

As with other Adaptive Processing Server services, it is recommended to split the APS to create an

Adaptive LCM server (APS) with the below services

Promotion Management Service

Promotion Management Clearcase Service

Visual Difference Service

Trace Log Service

Similarly, Split the Adaptive Job Server to create an Adaptive LCM Job Server(AJS) with the following

services

Performance Management Scheduling Service

Visual Difference Scheduling Service

Trace Log Service


Further information

SAP Education and Certification Opportunities

sap.com/learnbi

SAP Public Web

Getting started with SAP BI

sap.com/upgradebi

sap.com/learnbi

sap.com/bivirtualization

sap.com/bisizing


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Appendix


BI 4.1 Suite Install Packages (Platform and Clients)

BI 4.1 will be available as a full install and update install

Full install: can be used for first time installation or side-by-side installation

Update install: can be applied on existing 4.x environments

First time installs can done using the BI 4.1 full install package

Existing deployments:

Supported upgrade scenarios (upgrading from previous major version [XI R2 or XI R3])

Full install package

Supported update scenarios (updating from current major version [XI 4.x])

Update install package


BI 4.1 Supported Upgrade Scenarios (from XIR 2 and XI 3)

Separate Environments (recommended)

Install BI 4.1 [Full install package] on a separate server

Use Upgrade Management tool to upgrade content to BI 4.1

Side-by-Side Install

BI 4.1 [Full install package] can be installed on the BOEXIR2 SP2 or BOE3.x Server, provided:

Server OS is 64-bit, and

Meets BI 4.1 install prerequisites

NOTE: There is a direct upgrade path for migrating and upgrading content from XIR2 SP2 and XI 3.1

to 4.1

Use Upgrade Manager Tool to upgrade content to BI4.1


BI 4.1 Supported Update Scenarios (from BI 4.X to BI 4.1)

In Place update install package

Update BI 4.0 deployment (overwrites binaries)

Separate Environments

Install BI 4.1 on a separate server, and migrate content

Use lifecycle management capabilities in the CMC to migrate content to BI 4.1 system

NOTE: For large systems batches of 100 objects per promotion is recommended


Right-to-Left Support SAP BusinessObjects BI platform and SAP BusinessObjects client tools

SAP BusinessObjects Crystal Reports for Enterprise

and Crystal Reports 2012 HTML viewer

SAP BusinessObjects Web Intelligence - Web

Intelligence Rich Internet Application & Web Intelligence

Rich Client


BI Launch pad

BI Workspaces View mode

o Mirrored user interface

o Bi-directional text support

o Right-to-left rendering

SAP BusinessObjects BI Mobile

o Right-to-left support within the current iOS framework

o Right-to-left objects rendered right to left

o Mirrored user interface

o Bi-directional text support


Integration of the BI Suite with SAP NetWeaver BW and SAP ERP

Design time performance

Performance improvement in the design time user experience for reporting on top of SAP NetWeaver BW in SAP Crystal Reports for Enterprise and Web Intelligence

Prompting

Merge prompts from multiple SAP NetWeaver BW queries into one prompt list so prompt values are entered once in Analysis OLAP

Variable Variants

Save and use public and private stored prompt values collection in Analysis OLAP and Design Studio

Scheduling and publications

Broadcast and publish of Analysis Office workbooks via the SAP BusinessObjects BI platform

This is the current state of planning and may be changed by SAP at any time.


SAP BusinessObjects Mobile 5.0 Content Specific Enhancements Web Intelligence

Chart Enhancements

New Chart types

Dual axis chart & 100% stacked bar

Report element linking support for Bubble, Waterfall and H-Bar chart

Custom axis scaling support

Chart title background support

Bar microcharts support

Color customization support for microcharts

Reverse bullet chart support

Custom Palette support

Geomap Enhancements

Support for iPhone

Disable dimension/measure listing if only one dimension and measure is available

Centring POI for Geomaps

Allow multi select in dimension values in geo map view

OpenDoc Enhancements

Latest instance support for user & prompts

Prompts Enhancements

Support for Multi-column LOVs

Support Web Intelligence as PDF

Table Enhancements

Support for font styling in Tables and Free cells

Geomap type popover UI for tables

Copy text from table


SAP BusinessObjects Mobile 5.0 Content Specific Enhancements Dashboards, Design Studio and Crystal Reports

Dashboards

Extended data access methods for mobile dashboards

Support Query As a Web Services connection

Offline support to QaaWS connections

Connection Refresh button

Support Flash Var connector

Increased mobile visualization support

HTML5 bubble chart and Waterfall chart

Support chart data label

Support HTML for Label

Dynamic position for label/arts/single values

HTML5 dashboards on iOS and Andriod

One dashboard work for both iOS and Andriod

HTML5 Add-on SDK for custom components, function/formula and connection

Design Studio

Support for iPhone

Hide tool bar

Enable launching OpenDoc URLs from within Design Studio Apps

Lock orientation for apps

Consume Analysis, edition for OLAP content to enable mobile device rendering

Crystal Reports

OpenDoc support for Crystal reports so that destination document opens within container


SDK for SAP BusinessObjects Mobile 5.0

Customization SDK

Font customizations

Home screen customizations

Default connections

White labeling support

Extension SDK

Replacing Apple Map Viewers and extending Map capabilities

Allow extending charts via extension SDK


Lumira to unleash business analyst creativity

Provides the freedom to understand your data, personalize it, and create beautiful content

Download and install on your desktop in less than 5 minutes

Insight from many data sources

Combine, manipulate and enrich data to apply it to your business scenarios

Self-service visualizations and analytics to tell your story

Optimized for SAP HANA for real-time on detailed data

Overview


SAP BusinessObjects Explorer for business users to quickly access information on their own

Provide business users with a simple experience to independently ask and answer business questions

on the fly

Quickly and easily explore your data using search

Easily visualize your data

Geographic and Time awareness

Build simple, interactive views (Exploration views)

Mobile ready

Overview


SAP BusinessObjects Analysis for OLAP analysis

Recommended for OLAP analysis scenarios (multi-dimensional analysis)

Quickly leverage your existing SAP investments with support for BW and

HANA

High productivity for analysts through both Web and Excel based interfaces

Premium alternative for BEx customers

Overview

Provide Business Analysts with the ability to analyze OLAP data in both Excel and over the Web


Design Studio for building analytic applications on BW and HANA

Modern development environment and HTML5 runtime

Native BW and HANA support

Growing library of controls

Recommended for BW customers (especially those with BEx WAD investments)

Overview

Provides a development environment that contains a broad library of controls and visualizations to

build analytic applications on BW and HANA


SAP BusinessObjects Dashboards for building custom dashboards on any data

Build rich, interactive dashboards and visualizations

Broad visualization library to support KPIs and executive dashboards

Leverage enterprise BI infrastructure with support for the semantic layer

Recommended for use on 3rd party data sources

Overview

Provides a rich set of visualizations and controls to build highly interactive dashboards on third-party

data sources


SAP BusinessObjects Web Intelligence for self-service query and reporting

Market-leading self service reporting solution for rapid report creation

Support for multi-source semantic layer to bring together different sources of information

without having to know the DB structure or SQL

Content accessible from anywhere: Mobile, Web, Desktop

Overview

Quickly build ad-hoc queries and reports without a knowledge of SQL or the underlying data structure


SAP Crystal Reports for formatted reports

Access nearly any data source directly

Build reports that look exactly the way you want through pixel-perfect positioning,

layout and templates

Powerful API to embed reports into applications

Optimized for high-volume reporting and publishing

Overview

Build pixel-perfect formatted reports for printing and operational reporting


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