tammy powlas fairfax water asug volunteer sap … powlas fairfax water asug volunteer sap mentor ......

]SAP Query: How to Use and Expand use ]SAP Query: How to Use, and Expand use

Tammy PowlasFairfax WaterFairfax Water

ASUG VolunteerSAP MentorSAP Mentor

APRIL ZANELLI[ASUG INSTALLATION MEMBER MEMBER SINCE: 2005

GRAZIELLA SBALCHIERO[ASUG INSTALLATION MEMBER MEMBER SINCE: 2009

ARVIND SINGH[

[ Fairfax Water

Largest Water Utility in Virginia1 7 million customers1.7 million customersAAA bond rating400 employeesp yFairfax Water produces, on average, 160 million gallons of water per day.O f f V h f F f WOne out of five Virginians gets their water from Fairfax Water

Real Experience. Real Advantage. 2

[ Learning Points

What is SAP QueryHow to set up SAP Query How to set up SAP Query Creating Reports with SAP Query Key Questions before using SAP Query y g yDiscuss how to use with BusinessObjects (BW not required)


[ Learning Points



[ What is SAP Query?

SAP Query is a powerful, easy-to-use, reporting tool used to create reports from any ECC module or Solution Manager (any p y g ( yABAP back end) with limited or no developmentCan query from one or more tablesUsed to be known as ABAP QueryProvides users a wide range of output such as lists, statistics, ranked lists and easy downloads to Excelranked lists and easy downloads to ExcelBefore using, check if SAP standard reports might already meet your requirements


[ Basic Principle of Reporting p p gTools

Define Generate List

Real Experience. Real Advantage.

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Source: SAP

[ Reporting Options

SAP provided reportsCustom coded reports (ABAP)Custom coded reports (ABAP)SAP Query QuickViewer – Transaction SQVI – single use queryg q yModule specific Information Systems – LIS, Report Painter, Report Writer, PMIS, SISTh d PThird PartyBusiness Warehouse/BusinessObjects


[ Why Use SAP Query?

Allows end users to develop, change, and execute their own queriesq

“User-Friendly” end-user tool that requires no ABAP skillsNo custom code to write and support

Users can start using fastMore flexible than custom code – users can easily change queries

Queries are easy to administer and supportQueries are easy to administer and supportAll SAP Query functionality is supported in release upgrades

Queries can be written against any ECC application moduleg y ppCan be used for Operational BI Reporting (Crystal, Enhancement Pack 5)


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[ Learning Points



[ Use Cases

A use case captures the “contract” between stakeholders of a system about its behavior under various system conditionsy yThe primary actor initiates an interaction with the system to accomplish some goal

Power User

Casual User

Report Developer

Power User


epo t eve ope

[ Configuration Use Case

Actor: Report DeveloperDescription: Configuration of SAP QueryDescription: Configuration of SAP QuerySuccessful criteria: InfoSets and User Groups created

Two Components:User (query) groupsInfoSets


[ Configuration/How to set up SAP Query

Configuration steps:Create User GroupsCreate User GroupsAssign Users to User GroupsCreate InfoSetAssign InfoSet to User Group


[ Create User Group

User groups are a collection of SAP users grouped togetherDoes not have anything to do with securityDoes not have anything to do with securityAccess to data is still controlled by authorizations

How it works:Assign each user to one or more user groupsThe queries assigned to one of the user groups when createdAll users in that group can see the queries when running SQ01All users in that group can see the queries when running SQ01You assign the users of SAP Query by entering the user in user group (Transaction SQ03)

A collection of SAP users grouped


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g ptogether

[ Creating User Groups, aka Query Groups

Global area or standard area

User Create/Change/DeleteUserGroups

Create/Change/Delete

Assign InfoSetsAssign InfoSets


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Source: SAP

[ SAP Query: Assigning User Groups

All users in a user groupAccess the same InfoSetsAccess the same InfoSetsSee all queries for the user groupCan have different authorization for creating and changing

iqueries

For example, we created user groups for:Accounts PayableAccounts PayableCustomer Care CenterHR/PayrollGeneral Ledger

Consider creating along departmental lines


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[ Step 1 – Create User Groups – SQ03

Queries from assigned user group show up here to accessaccess


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[ Step 1 – Create User Groups – SQ03

•Enter transaction SQ03

•Enter a User Group Name

•Click Create

•Enter a group description

•Click Save

•Select Assign Users and InfoSets


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[ Step 2 – Assign Users to User Groups

• Enter the user IDs for all the users you want in the groupthe group

•Click Save


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[

DEMO – CREATING AND DEMO CREATING AND ASSIGNING A USER GROUP


[ Create InfoSets

InfoSets is a source of dataInfoSets can also be used in QuickViewer (SQVI), Crystal and a InfoSets can also be used in QuickViewer (SQVI), Crystal and a variety of BusinessObjects products Define data and field in the InfoSet

I f S b d f d InfoSets can be defined as:An ECC tableAn ABAP programAn ABAP programA Logical Database (LDB) – most common and a best practice


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[ Possible Data Sources

Table join (inner, outer)Inner joins – only data records that have join conditions are Inner joins only data records that have join conditions are displayed in tablesOuter joins – data records that do not have any join conditions are also included in the left hand tableare also included in the left-hand table

Table (direct read) – for a single tableLogical databaseg

Database tables that are determined in the structure of the logical databaseB i i I f S f L i l D bBest practice is to create an InfoSet from a Logical Database


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[ What are Logical Databases?

Logical databases are a pre-arranged hierarchical subset of data250 are in NetWeaver 7 0, pre-delivered by SAP250 are in NetWeaver 7.0, pre delivered by SAPExplore using transaction SE36Security is already built iny yCommon Logical Databases:

PnP – HR Personnel AdministrationBRM – Accounting DocumentsMSM – Material masterFMB - Funds Management (based on BCS)FMB Funds Management (based on BCS)


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[ Step 3 - Create InfoSets

• Enter transaction SQ02SQ02

•Enter a name for InfoSet

•Click Create

First you decide whether the InfoSet belongs to the standard or global areastandard or global area

All SAP objects begin with prefix /SAPQUERY/

Consider using naming conventions to ensure standards are followed for naming


23

gconsistency


• Enter a Enter a Name for InfoSet (title)

• Select a data source

•Click Enter


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The Change InfoSet screen is divided into 3 areas:

Section A Section B A – list of tables in logical database

B – list of field

Section C groups

C – Field Details


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C Field Details


•Only the items in the B section will be seen

BB section will be seen by users when creating reportsDatasets are divided into logical p

•You create “Field Groups” using the

gunits. These are called field groups. You have to assign a field to a field group so that the user can output Groups using the

Create button to make logical groupings of

group so that the user can output the field is in the list.

your fieldsField groups are classified to provide a logical division of data


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[ Step 3 – Create InfoSets

Add fields to each field each field group by right clicking right clicking on them in Section A and Section A Section B

selecting add field to field

d group or drag them over


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[ Step 3 – Create InfoSets

GenerateWhen you are finished

adding fields:

Generate

1. Click Save

2 Click Generate to 2. Click Generate to build InfoSet; checks for errors

The system manages every InfoSet in two versions: A generated

3. Click Back to return to main screen of

versions: A generated version and a revised version.


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to main screen of Infoset

version.

[ Questions to ask about adding fields to InfoSets

Which fields contain data for your company?Ask your usersAsk your users

How will you organize data in field group? Think of your power usersLike a good reporting – who, what, where, when, how


[ Field Groups Allow for Organization within InfoSets

Organizes data by logical groupingsPull only the fields neededPull only the fields neededHelps with security as users only see what they need to see


[

DEMO – CREATING DEMO CREATING INFOSETS


[ Step 4 - Assign Each InfoSet to a User Group

• Select InfoSet

Cli k • Click Role/User Group Group Assignment

S l t U • Select User Group created in created in Step 2

• Click Save


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• Click Save

[

DEMO – ASSIGNING USER DEMO ASSIGNING USER GROUPS TO INFOSETS


[ SAP Query Configuration Summary

Configuring is easy, but need to planCan use the InfoSets in QuickViewer and Crystal and other Can use the InfoSets in QuickViewer and Crystal and other BusinessObjects products (enhancement package 5)

You should planWhat fields will be in InfoSetsHow to manage into Field GroupsHow to manage your usersHow to manage your usersStandardize naming conventionsBe sure to add your own user ID to your newly created group


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[ Learning Points

What is SAP QueryHow to set up SAP Query How to set up SAP Query Creating Reports with SAP Query Key Decisions before using SAP Query y g yDiscuss how to use with BusinessObjects (BW not required)


[ Query Use Case

Actor: Power UserDescription: Creates QueryDescription: Creates QuerySuccessful criteria: Query successfully created and executed

A Query can be:Basic list - a single line data reportStatistical list – a report that calculates averages / percentagesRanked list – a specially sorted report

Basic lists are most commonBasic lists are most common


[ Steps to Create Reports with SAP Query

1. Enter the report a name2 Enter a title/format2. Enter a title/format3. Select field groups4. Select fields5. Add fields to the selection screen6. Maintain order and output of fields7. Enter Selection Screen8. View report


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[ Creating SAP Query ReportE SAP • Enter SAP Query with transaction SQ01

• Enter a name for your report

• Click Create

• Select InfoSet from the list

Use a naming convention for your reports


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Use a naming convention for your reports so you can locate your queries quickly

[ Navigating Between Screens

Title Navigation Level

Title Format Field

Groups Field Selection Selection

Fields


39

Source: SAP

[ Title Format Screen

Enter a title for your report (required input field)

The “change lock” box check box will prevent other users from changing

your report


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[ Select Field Groups

Select the field groups that contain the fields you want to fields you want to output or include on the selection screen

InfoSets are divided into field groups, forming logical groups of data


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[ Select Fields

Select fields from fields groups to be output in your reportin your report


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[ Add Fields to Selection Screen

You select fields to appear on the selection screen as criteria

T b i li To create a basic list report, click the Basic List button


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[ Basic List Line Structure

• Set up what you Set up what you want your report to look like

• Indicate the order and output of your fields and indicate fields and indicate any counts or totals

• Click SaveClick Save

• Press F8 to execute your report or click


44

y pthe Test toolbar icon

[ Your Finished Report

• Complete selection criteria

• Click ExecuteClick Execute


45

[ Your Finished Report


46

[

DEMO – CREATING A QUERYDEMO CREATING A QUERY


[ Executing Query Use Case

Actor: Casual UserDescription: Executes QueryDescription: Executes QuerySuccessful criteria: Query successfully executed


[ Learning Points



[ Key Questions before using SAP Query

What is the client/transport strategy?Will you use the standard or global application area?Will you use the standard or global application area?Who will own the InfoSets?Who will create the reports?pWhat can you base your queries on?Security..


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[ Transport Strategy

A popular best practice is to design InfoSets in development, transport them to production, and create/maintain queries and p p , quser groups in live production environmentThis is what we do at Fairfax WaterAlso worked where nothing was transported and SAP Query developed occurred in production


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[ Will you use the Standard or Global Application Area?

Determining which application area you use will impact where reports will be stored and which clients they will be availablep yA popular practice is to create objects in the standard area and keep them client-specificMove items to the global area when transporting to productionWe use both


52

[ Who “Owns” the InfoSets?

It is important to ensure that your InfoSets are designed, configured, and testedg ,A well trained team member should “own” them, work them in the development client, and transport them to QA, and then

d tiproductionYou need to ensure that you have the right data


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[ What Can you Base Queries on?

SAP Query allows you to create queries based on:Logical databases (LDBs)Logical databases (LDBs)ProgramsTablesTable join combinations

The source of the data is key to ensure that queries run efficient and provide accurate outputefficient and provide accurate outputAn InfoSet can be created on any of these. Best practice is to use the Logical database


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[ How to Manage End Users

Users are assigned via a special role in production to user groupsg pKey users can use SQ01 to create queriesSince most queries are based on logical databases, security to tables is addressed – even though a user may “see” a query for finance, if they don’t have underlying access to the tables then they cannot execute ity


[ Security

OptionsSet security so that some users can create reports, while others Set security so that some users can create reports, while others only execute themUse LDB as source, user security is already built in so users see only what allowed to useonly what allowed to use


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[ Comparison

Readily Available in ECC Requires Purchase / Implementation

SAP Standard ReportsSAP Provided tools:

ImplementationBusiness Warehouse / BusinessObjectsSAP Provided tools:

Report WriterReport PainterSAP Q

jThird Party add-ons

SAP QueryQuickViewer

Custom Coded Reportsp


[ Learning Points

What is SAP QueryHow to set up SAP Query How to set up SAP Query Creating Reports with SAP Query Key Decisions before using SAP Query y g yDiscuss how to use with BusinessObjects (BW not required)


[ Using InfoSets to Connect to BusinessObjects w/o BW

Crystal Reports (CR) is able to connect to SAP ECC CR has direct connectivitiy to the ABAP dictionaryCR has direct connectivitiy to the ABAP dictionaryCR can connect to the InfoSet and InfoSet/SAP Queries in SAP

http://www.sap-press.com/products/Reporting-d A l i i h SAP B i Obj h land-Analytics-with-SAP-BusinessObjects.html


[

DEMO – CREATING DEMO CREATING CRYSTAL REPORT AGAINST ECC SAP QUERY


ECC SAP QUERY60

[

DEMO – CREATING DEMO CREATING CRYSTAL REPORT AGAINST ECC INFOSET


ECC INFOSET61

[

DEMO – SETTING UP ALV DEMO SETTING UP ALV USING CRYSTAL


[TransientProvider, Enhancement Package 5

Enterprise Reporting Self Service Reporting Data Visualization Analysis Search &

Exploration

Crystal Reports 2011

Crystal Reports for Enterprise Web Intelligence Dashboards

(Xcelsius) Analysis Office Analysis OLAP BusinessObjects Explorer

Semantic Layer

Direct AccessDirect AccessDirect AccessDirect Access Universe Based AccessUniverse Based Access

Transient Provider

SAP HCM SAP SD SAP FIN 3rd Party Data


Source: www.sdn.sap.com/irj/boc/bi-solution-architecture - Ingo Hilgefort

[ ECC InfoSets, Enhancement Package 05

Transient Provider allows you …to connect via a BEx Query in the local BI client of your SAP ERP system to a classic InfoSet and in that way provide real-time ERP data to your end-users… in that way expose operational data to SAP BusinessObjects tools

Works like an operational infoprovider or remote cube


[ Steps to Create Analysis Workbook Against ECC InfoSetInfoSet

Create InfoSet

Set Property to Release -p ySQBWPROP

Create BEx Query against InfoSet

Select BEx Query as a data source in Analysis


in Analysis

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[

DEMO – USING ANALYSIS DEMO USING ANALYSIS OFFICE TO QUERY AGAINST ECC DATA


ECC DATA66

[ Pros / Cons of Transient Provider

Pros:Operational BI Real-time reporting, no modeling, no loadingOperational BI Real time reporting, no modeling, no loading

Cons:No hierarchies, no display attributes, no currency translationNot all InfoSets are available for use


[ Tips

InfoSets can be used with SQVI but the Infoset needs to be in the standard, not global area, otherwise you will receive error , g , ymessage AQ100 InfoSet not foundInfoSets using logical database read the data hierarchicallyIf you have created a QuickView and you want to convert it to a SAP Query report, follow these three steps:

Navigate to the main screen of SAP Query (SQ01)Navigate to the main screen of SAP Query (SQ01)Following menu path Queries > Convert QuickViewsSelect the QuickView from the dropdown box, and click the

h k k d h SAP d l k h green check mark, and name the SAP query, and click the green check mark again


[ Tips

Avoid creating query user groups with the same list of users. It is confusing and can become difficult to maintain.gWhen learning SAP Query, practice in the test/quality environment and graduate to live client only after thorough

d t diunderstandingDon’t rename field names within the InfoSet


[ Return on Investment

No ABAP Development RequiredFast option for ad hoc reporting out of ECCFast option for ad hoc reporting out of ECCYou own it! It is part of your toolset – no additional development requiredInfoSets can be a source of data for Crystal Reports and with ECC Enhancement Package 5 you can use InfoSets with other BusinessObjects toolsBusinessObjects tools


[ Best Practices

InfoSets are to be created in a development client and tested in a test client before moving to productiong pUse Logical Databases as security within those logical databases will be handled for you.Develop naming conventions


[ Key Learnings

SAP Query is a quick way to report out of ECC with no development requiredp qInfoSets can be used as a data source to BusinessObjects Crystal and other BusinessObjects tools with ECC E h t P k 5Enhancement Package 5As an SAP ECC customer, you own this tool! Start using it today.y


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