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Web Intelligence with SAP BI Applies to: Web Intelligence XIr3.0 Summary This document outlines some basic steps with Web Intelligence XI Release 3.0 in combination with a SAP BI landscape. From SDN Community Day @ TechED Berlin 2008 Author: Ingo Hilgefort Company: Business Objects, an SAP company Created on: October 2008 Author Bio Ingo Hilgefort started in 1999 with Seagate Software / Crystal Decisions as a Trainer and Consultant. He moved to Walldorf for Crystal Decisions by end of 2000 and worked with the SAP BI Development team on integrating Crystal Reports with SAP BW. He then relocated to Vancouver in the year 2004 and worked as Product Manager / Program Manager (Engineering) on the integration of Business Objects products with SAP products. He is now focusing on the topic of Embedded Analytics for the SAP Solutions. SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com © 2008 SAP AG 1

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Web Intelligence with SAP BI

Applies to: Web Intelligence XIr3.0

Summary This document outlines some basic steps with Web Intelligence XI Release 3.0 in combination with a SAP BI landscape. From SDN Community Day @ TechED Berlin 2008

Author: Ingo Hilgefort

Company: Business Objects, an SAP company

Created on: October 2008

Author Bio Ingo Hilgefort started in 1999 with Seagate Software / Crystal Decisions as a Trainer and Consultant. He moved to Walldorf for Crystal Decisions by end of 2000 and worked with the SAP BI Development team on integrating Crystal Reports with SAP BW. He then relocated to Vancouver in the year 2004 and worked as Product Manager / Program Manager (Engineering) on the integration of Business Objects products with SAP products. He is now focusing on the topic of Embedded Analytics for the SAP Solutions.

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Web Intelligence with SAP BI

Table of Contents SAP connectivity for Web Intelligence................................................................................................................3 BW queries and BW cubes. SAP BW metadata in OLAP Universes.................................................................3 SAP BW metadata in OLAP Universes ..............................................................................................................4

SAP BW OLAP Universes ..............................................................................................................................4 Dimension and characteristics ........................................................................................................................5 Display attributes and navigational attributes .................................................................................................7 Hierarchies ....................................................................................................................................................11

Creating a OLAP Universe on top of SAP BI....................................................................................................12 Creating your first Web Intelligence report .......................................................................................................22 Creating a Web Intelligence report with time dependencies ............................................................................28 Copyright...........................................................................................................................................................43

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Web Intelligence with SAP BI

SAP connectivity for Web Intelligence

The available SAP data sources for Web Intelligence are:

• SAP BW

BW queries and BW cubes.

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Web Intelligence with SAP BI

SAP BW metadata in OLAP Universes

SAP BW OLAP Universes

The following table shows a list of SAP BW query elements and how these elements are used in an OLAP Universe.

BW Query element OLAP Universe element

Cube Dimension Class

Characteristic (incl. Time and Unit) A class with dimension and detail objects (detail objects for key and description).

Hierarchy A class containing a dimension and detail objects for each hierarchy level.

Keyfigure Measure element in a class named Keyfigures.

Calculated keyfigure Measure element in a class named Keyfigures (Information about the calculation is not available).

Restricted keyfigure Measure element in a class named Keyfigures (Information about the restriction is not available).

Navigational attribute A class with dimension and detail objects (detail objects for key and description).

Display attribute Each display attribute becomes a detail object underneath the related dimension object.

Query filter Filters will be applied to the underlying query but are not visible in OLAP Universe.

SAP variables Query filter as predefined object which can be optional or mandatory.

Custom structure Dimension object

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Web Intelligence with SAP BI

Dimension and characteristics

The screenshot below shows an SAP BI query in the BEx Query Designer.

The Rows area of this query includes several characteristics and the Columns area includes several keyfigures. On the left side, the actual cube structure is shown with the cube dimensions (not to be confused with characteristics).

In the image you can identify one dimension and four characteristics. The dimension is Customer (technical name Z_BOBJ1) and the characteristics are City, Country, Customer, and Region.

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Web Intelligence with SAP BI

Building an OLAP Universe on top of such an SAP BW query results in the following elements:

• The cube dimension from SAP BW results in a class in the OLAP Universe (for example, dimension

Customer). • Each characteristic in the query results in a class with dimension and detail objects. Level 00 objects

represent the aggregated view on this characteristic representing the “All” member from the underlying cube.

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Web Intelligence with SAP BI

Display attributes and navigational attributes

Display attributes are InfoObjects which are logically assigned or subordinated to a characteristic.

For example:

The characteristic customer has two attributes: • Phone number • Fax number

Characteristics can be defined as navigational attributes in the BW cube, which then makes these attributes available for navigational purposes in the reporting tools. Navigational attributes are treated identically to a characteristic.

The following screen shows an SAP BW query in the BEx Query Designer.

The row structure includes a characteristic Customer with four display attributes (Geographical Height, Postal Code, Sector Code, and Area Code).

In addition the BW query contains three navigational attributes in the rows: Regional Code, Postal Code, and Area Code.

A navigational attribute can easily be identified by the double underscore (“__”) in the technical name of the navigational attribute.

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Web Intelligence with SAP BI

Building an OLAP Universe on top of such an SAP BW query results in the following elements:

• The cube dimension from SAP BW results in a class in the OLAP Universe (for example, dimension

Customer – not to confuse with the characteristic Customer). • Each characteristic in the query results in a class with dimension and detail objects. Level 00 objects

represent the aggregated view on this characteristic representing the “All” member from the underlying cube (characteristic Customer resulting in a class Customer2 with dimension L00 Customer and L01 Customer).

• Each navigational attribute in the query results in a class with dimension and details objects (Navigational attribute Postal Code resulting in a class Postal Code with dimension L00 Postal Code and L01 Postal Code).

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Web Intelligence with SAP BI

The image shows the display attributes from characteristic Customer and how these display attributes are treated in an OLAP Universe.

• Each display attribute for the characteristic results in a detail object for the corresponding dimension objects in the universe.

The OLAP Universe includes all available display attributes for the characteristic and not only uses the display attributes that are included in the SAP BW query.

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Web Intelligence with SAP BI

Keyfigures, units and currencies

Each keyfigure used in an SAP BW query can have up to three different sets of information:

• Numeric value of the keyfigure. • Unit or Currency information. • Formatted value, representing the user-specific formatting.

The image shows the result of two keyfigures in the OLAP Universe.

• Each key figure is represented with a measure object in a class Key Figures. • In the case the keyfigure is configured in SAP BW with a unit, an additional dimension object will be

added representing the unit information.

• The formatted value represents the numeric value formatted as a string value, following the user-specific formatting settings.

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Web Intelligence with SAP BI

Hierarchies

The image shows an OLAP Universe class Sales with a subclass Sales Person. For the characteristic Sales Person a hierarchy has been activated and therefore the OLAP Universe has generated the number of levels required to leverage the complete hierarchy in the universe.

• Each level of a hierarchy will result in a dimension object.

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Web Intelligence with SAP BI

Creating a OLAP Universe on top of SAP BI For this example we will use a BI Query based on the “SAP Demo Scenario DalSegno” cub (DASEGNO) which includes the characteristics:

• Product • Customer • Calendar Year • Calendar Month • Product Group • Region Code • Distribution Channel

and the keyfigures

• Net Sales • Lost Deals • Billed Quantity

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Web Intelligence with SAP BI

To create a new OLAP Universe

1. Start the Universe Designer (Start > Programs > BusinessObjects XI Release 3 > BusinessObjects Enterprise > Designer).

2. Enter the User Name and Password.

3. Click OK.

4. Select the menu File > New.

5. Click New to create a new connection.

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Web Intelligence with SAP BI

6. Click Next.

7. Select SAP Business Warehouse from the list.

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8. Enter a Connection Name.

9. Click Next.

10. Enter the required details (See System Details for our scenario)

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11. Set the Authentication Mode to Use Single Sign On when refreshing reports at view time.

Using single-sign-on in combination with an SAP system requires the SAP authentication to be configured for the SAP system in the Central Management Console of BusinessObjects Enterprise.

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12. Click Next.

13. Open the list of available cubes by clicking the plus sign next to OLAP Cubes.

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Web Intelligence with SAP BI

14. Navigate to the required cube.

15. Open the list of available queries for the selected cube by clicking the plus sign next to the cube.

.

16. Select the required query and click Next.

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Web Intelligence with SAP BI

17. Click Finish.

18. Enter a name for the Universe into the field Name.

19. Navigate to the Controls tab.

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20. Uncheck all Query Limits.

21. Click OK.

22. Select the menu File > Export.

The Universe needs to be saved before it can be exported.

23. Click Save.

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24. Select a Domain.

25. Select the Groups that should be assigned to the Universe.

26. Click OK.

27. Click OK.

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Web Intelligence with SAP BI

Creating your first Web Intelligence report After creating the OLAP Universe we can now leverage Web Intelligence to build a new report.

To create a new Web Intelligence report:

1. Logon to InfoView leveraging your SAP Credentials.

2. Click Document List.

3. Click New.

4. Select Web Intelligence.

5. Select the Universe from the list of available universes.

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Web Intelligence with SAP BI

The Web Intelligence query panel is shown and you can no start to build your report.

6. Include the following objects into the resultset:

o Region o Distribution Channel o Product Group o Product o Customer o Net Sales o

7. Select 2006 as value for the Calendar Year.

8. Leave the parameter for the Product selection empty – which means all values will be used (optional variable)

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Web Intelligence with SAP BI

9. Right-Click the column Region and select “Set as section”.

10. Right-Click the column Distribution Channel and select Remove Column.

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Web Intelligence with SAP BI

11. Select the Product Group column and click “Insert/Remove Break”

12. Click the Customer column and click Apply/Remove sort.

13. Right-Click the column Product and select Remove column.

14. Drag and Drop Product from the Data panel and replace column Customer.

15. Select the Template tab.

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Web Intelligence with SAP BI

16. Drag and drop a Vertical Group Bar Chart into the Section for Region.

Now the structure of the report is shown

17. Move the Product and Distribution Channel from the Data Panel as Dimensions and Net Sales as Measure to the chart

18. Click View Results

19. Double-Click the Report Title box and enter a title for your report.

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Web Intelligence with SAP BI

20. Select the column Net Sales and Click “Insert Sum” in the toolbar

21. Drag and Drop the Distribution Channel from the Data Panel and replace the column Product Group.

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Web Intelligence with SAP BI

Creating a Web Intelligence report with time dependencies In the second activity we will leverage a BI query with a time dependent hierarchy. As first step we will build a Universe on top of this BI query.

For this example we will use a BI Query based on the “SAP Demo Scenario DalSegno” cube (0D_DX_C01) which includes the characteristics:

• Product • Customer (with an activated hierarchy)

and the keyfigures

• Net Sales • Billed Quantity

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Web Intelligence with SAP BI

1. Start the Universe Designer (Start > Programs > BusinessObjects XI Release 3 > BusinessObjects Enterprise > Designer).

2. Enter the User Name and Password.

3. Click OK.

4. Select the menu File > New.

5. Click New to create a new connection.

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Web Intelligence with SAP BI

6. Click Next.

7. Select SAP Business Warehouse from the list.

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8. Enter a Connection Name.

9. Click Next.

10. Enter the required details (See System Details for our scenario)

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Web Intelligence with SAP BI

11. Set the Authentication Mode to Use Single Sign On when refreshing reports at view time.

Using single-sign-on in combination with an SAP system requires the SAP authentication to be configured for the SAP system in the Central Management Console of BusinessObjects Enterprise.

12. Click Next.

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13. Open the list of available cubes by clicking the plus sign next to OLAP Cubes.

14. Navigate to the required cube.

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Web Intelligence with SAP BI

15. Open the list of available queries for the selected cube by clicking the plus sign next to the cube.

.

16. Select the required query and click Next.

17. Click Finish.

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Web Intelligence with SAP BI

18. Enter a name for the Universe into the field Name.

19. Navigate to the Controls tab.

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Web Intelligence with SAP BI

20. Uncheck all Query Limits.

21. Click OK.

22. Select the menu File > Export.

The Universe needs to be saved before it can be exported.

23. Click Save.

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24. Select a Domain.

25. Select the Groups that should be assigned to the Universe.

26. Click OK.

27. Click OK.

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Web Intelligence with SAP BI

After creating the OLAP Universe we can now leverage Web Intelligence to build a new report.

To create a new Web Intelligence report:

1. Logon to InfoView leveraging your SAP Credentials.

2. Click Document List.

3. Click New.

4. Select Web Intelligence.

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Web Intelligence with SAP BI

5. Select the Universe from the list of available universes.

Based on the situation that the underlying BI query contains a keydate variable the Web Intelligence query panel will show a calendar control that allows you to set the properties for the keydate.

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Web Intelligence with SAP BI

6. Include the following objects into the resultset for the Web Intelligence Query panel:

o Customer Level 00 o Customer Level 01 o Customer Level 02 o Customer Level 03 o Net Sales

7. Click the Keydate control and select the day from today.

8. Refresh the report.

9. Refresh the report.

10. Click the “Activate Data Tracking” option.

11. Select the option “Use the current data as reference data

12. Select “Refresh Now”

13. Click OK

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Web Intelligence with SAP BI

14. Select the data “01 October 2003”.

Based on the changes caused by the time dependency you will see changes in the Web Intelligence report.

By Clicking on the “Data Tracking Options” you can configure the way how changes are being shown in the report.

15. Select the option “Data Tracking Options”

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Web Intelligence with SAP BI

The following screen allows you to change the options:

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Web Intelligence with SAP BI

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