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BEST PRACTICES FOR CRYSTAL REPORTING WITH SAPSAPDan Kearnan, Business Objects
BREAKOUT INFORMATIONThis is a hidden slide it will be printed in
the handout, but will not be shown during the presentation
Best Practices for Crystal Reporting With SAPLearn the essential time-saving tips and tricks of using CrystalLearn the essential, time saving tips and tricks of using Crystal Reports to access data trapped in SAP systems. Using a live demonstration, this informative, working session promises to provide you with a clear understanding of the best mix of skills p y gneeded by Crystal Report designers when they tackle challenging SAP environments.
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 2 Business Objects Confidential And Proprietary -Copyright 2007
Thursday, Oct 18, 2:00pm-3:00pm, room: 315A1_80_125
AGENDA
1. BusinessObjects XI Integration for SAP – Overview2 Crystal Reports design tips for SAP2. Crystal Reports design tips for SAP3. Q&A
SLIDE 3 COPYRIGHT © 2007 BUSINESS OBJECTS S.A. Business Objects Confidential And Proprietary -Copyright 2007
OVERVIEW
BusinessObjects XI Integration for SAPBusinessObjects XI Integration for SAP
Business Objects Confidential And Proprietary -Copyright 2007
BUSINESSOBJECTS XI RELEASE 2 SAP SOLUTIONS
Add-on product to BusinessObjects Enterprise
Enables BusinessObjects XI Release 2 reporting, ad-hoc and analysis functionality against SAP environments
Provides tight integration to both SAP R/3 and BW
Mature, proven solution used by 2000+ customers
Based on joint development efforts with Business Objects and SAP
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 5 Business Objects Confidential And Proprietary -Copyright 2007
BUSINESS OBJECTS SAP SOLUTIONS: PRODUCT EVOLUTIONPRODUCT EVOLUTION
Crystal Enterprise SAP EditionCrystal Enterprise SAP Edition BusinessObjects 6.5 with SAP Adaptors
BusinessObjects XI SAP Solution R1BusinessObjects XI SAP Solution R1
BusinessObjects XI SAP Solution R2
BusinessObjects XI SAPN t l
Q1/Q22004
Q12005
Next release
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 6 Business Objects Confidential And Proprietary -Copyright 2007
H12006
Q12008
ARCHITECTURE OVERVIEW
Business Objects XI Web intelligence
Crystal Reports
SAP Integration Kit
j g
UNIVERSEDIRECT CONNECTIVITY
Data Source OLAPBAPI
FI
CO
PAOLAP
BW Query
SAP R
/3
SAP B
WABAP Dictionary
InfoSet
PA
HR
SD
MM
ABAPQuery
ABAPFunction
Etc
Processor
Info Cube BW
Rep
osito
ry
ODS InfoSet
3 W
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 7 Business Objects Confidential And Proprietary -Copyright 2007
Etc. ODS InfoSet
YOUR ENTERPRISE
Data Sources R/3 BW Non-SAP
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 8 Business Objects Confidential And Proprietary -Copyright 2007
ENTERPRISE REPORTING
EndUser
EndUser
BusinessObjects XI
User
EndUser
User
PublishContent Crystal Reports XIContent
R/3 BW Non-SAP
Connection MethodNative Drivers:• InfoSet • Open SQL
R/3 Object Types:•Transparent Tables• HR Tables• Custom Tables
Connection Method:Native Drivers:• BW Query • InfoSet/Open SQL
BW Object Types:• BW Cubes• BW Queries• ODS
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 9 Business Objects Confidential And Proprietary -Copyright 2007
Open SQL• InfoSets• BAPIs
oSe /Ope SQ• ODS • InfoSets
CRYSTAL REPORTS DESIGN TIPS FOR SAPTIPS FOR SAP
Business Objects Confidential And Proprietary -Copyright 2007
REPORT DESIGN – TIP 1
Which SAP connection driver to choose?Crystal offers 5 SAP drivers to connect to SAPCrystal offers 5 SAP drivers to connect to SAP
MDX DriverBW QueryInfosetInfosetODSTable, Cluster, Function
K i hi h t t b t t th ifi t t iKnowing which one to use to best meet the specific report request is a KEY consideration for a successful reporting strategy!
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 11 Business Objects Confidential And Proprietary -Copyright 2007
REPORT DESIGN – TIP 1
MDX DriverBest Fit: BW Only, Reporting off BW Queries; Supports most business logic (multiple structures etc); Recommended driver for BW reporting involving BW Queriesstructures, etc); Recommended driver for BW reporting involving BW QueriesGotchas: No
BW QueryBest Fit: BW Only; Legacy driver used for reporting off BW Queries;Best Fit: BW Only; Legacy driver used for reporting off BW Queries; Gotchas: Not all BW features (ex: multiple structures, display attributes), some performance issues
InfosetBest Fit: R/3 Reporting: Allows direct access to R/3 pre-built ‘business views’ thereby saving time in reporting (as opposed to hunting for the required R/3 data)Gotchas: Need to be familiar with R/3 Infosets
ODSODSBest Fit: BW Only, Require access to ODS for detailed, transactional level dataGotchas: By-passes BW Query business logic; Performance may be an issue
Table Cluster Function
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 12 Business Objects Confidential And Proprietary -Copyright 2007
Table, Cluster, FunctionBest Fit: R/3 Reporting; Access to most R/3 meta data objects for most reporting needsGotchas: Need to be familiar with R/3’s complex data model
REPORT DESIGN – TIP 2
Crystal Report options relevant for SAP reportingTurning SAP technical names ON/OFFTurning SAP technical names ON/OFF
The option to use SAP technical names or long descriptions in a report is an important consideration for the overall report design
Learn how to filter your search for tables queries infosets etc to moreLearn how to filter your search for tables, queries, infosets, etc to more quickly get the results you need
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 13 Business Objects Confidential And Proprietary -Copyright 2007
REPORT DESIGN – TIP 3
Identifying and finding the relevant R/3 data for reportingUse “technical help” within the report transactionUse technical help within the report transaction
“Technical help” can prove a valuable method for determining the underlying tables used in a report
Leverage Infosets using logical databasesInfosets = predefined views of SAP data grouped by business areas
Look to 3rd-party software for complete SAP data modelsex. SAPHIR by SilwoodSaphir provides a ‘window’ into SAP R/3 and SAP BW, making the exploration of metadata easy for both technical and business users
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 14 Business Objects Confidential And Proprietary -Copyright 2007
FINDING TABLES IN SAP R/3
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 15 Business Objects Confidential And Proprietary -Copyright 2007
FINDING TABLES IN SAP R/3
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 16 Business Objects Confidential And Proprietary -Copyright 2007
FINDING TABLES IN SAP R/3
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 17 Business Objects Confidential And Proprietary -Copyright 2007
REPORT DESIGN – TIP 4
Leveraging ABAP functions in Crystal Reports C t l R t SAP R/3 ABAP f ti tCrystal Reports can access SAP R/3 ABAP functions to incorporate complex business logic into the report
Can be used instead of joining numerous tables and creating complex formulas to replicate the business logiccomplex formulas to replicate the business logic
ABAP functions appear as tables in Crystal Reports C th b j i d t th t bl f l t tiCan then be joined to other tables for complete reporting
Determining the specific ABAP function can sometimes prove challenging
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 18 Business Objects Confidential And Proprietary -Copyright 2007
Report Design – Tip 4
FUNCTION_NAME
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 19 Business Objects Confidential And Proprietary -Copyright 2007
REPORT DESIGN – TIP 5
When to lead with Crystal Reports vs. ABAP for R/3Reports vs. ABAP for R/3 reporting ?
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 20 Business Objects Confidential And Proprietary -Copyright 2007
REPORT DESIGN – TIP 5
Clearly determine the output of the reporting requirements for end users
Are presentation-quality or less formatted reports required?What general output format options are required? (PDF, Word, Excel, rich text, etc.)(PDF, Word, Excel, rich text, etc.) What are the most common delivery choices required for end users?(file shares, e-mail, FTP sites, network printers, etc.)
Once clearly defined you’re in a better position to matchOnce clearly defined, you re in a better position to match required resources & time to achieve reporting objectives
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 21 Business Objects Confidential And Proprietary -Copyright 2007
REPORT DESIGN – TIP 6
Considerations when using SAP BW queries in CrystalDesign your BW Queries with Crystal in mind and not BexDesign your BW Queries with Crystal in mind and not Bex
Crystal and BEx are 2 different tools and handle BW Queries differently Queries do not need to contain numerous structures or other featuresQueries do not need to contain numerous structures or other features for most Crystal reporting purposesLet Crystal Reports handle the formatting needs of the report output
Avoid using large complex BW queriesAvoid using large complex BW queriesIf necessary, break the query into several smaller ones
Maximize filters and restrictions in order to reduce the datasets returned to Crystal Reportsreturned to Crystal ReportsConsider using Queries based on the ODS instead of BW QueryUse Queries based of InfoCubes vs Multi-providers
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 22 Business Objects Confidential And Proprietary -Copyright 2007
Less joins involved in reading data from InfoCubes = better performance
REPORTING – TIP 7
Ensure the necessary SAP BW or R/3 rights are granted for the required end user rolesGranting the necessary SAP authorizations is essential to ensure specific individuals receive the required rights to perform their various reporting dutiesvarious reporting duties
Check the SAP authorizations granted to each content-bearing and functional SAP role
If users are not able to perform their required report viewing, scheduling, content administration or publishing functions, an authorization trace may be necessaryy y
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 23 Business Objects Confidential And Proprietary -Copyright 2007
REPORT DESIGN - TIP 8
Ensure you define a clear security implementation plan before rolling out production reporting to end usersg p p g
Consider numerous security points when working with BusinessObjects XI for SAP against SAP R/3 or BWj g
Do I choose a security model that directly leverages security rights from R/3 and BW or do I focus on BusinessObjects Enterprise security?Determine the BusinessObjects XI folder-level security necessary toDetermine the BusinessObjects XI folder level security necessary to enforce your organization’s required content security modelCreate the appropriate SAP roles and/or BOE XI groups and make certain that the correct SAP R/3 or SAP BW users are memberscertain that the correct SAP R/3 or SAP BW users are members
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 24 Business Objects Confidential And Proprietary -Copyright 2007
SAP AT INSIGHT:ADDITIONAL OPPORTUNITIESADDITIONAL OPPORTUNITIES
‘Business Intelligence for SAP Environments’B k S i TBABreakout Session – TBA
‘Enterprise Information Management for SAP’Breakout Session TBABreakout Session – TBA
SAP Focus Group SessionsSee Dan Kearnan if you are interested in participatingy p p g
One-on-one conversations with BOBJ SAP ExpertsSee Dan Kearnan to arrange a time
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.SLIDE 25 Business Objects Confidential And Proprietary -Copyright 2007
Q&A
QuestionsDan Kearnan Director SAP Product Business ObjectsDan Kearnan, Director SAP Product, Business ObjectsI will repeat questions to ensure everyone can hear
Contact informationEmail: [email protected]@ jEmail: [email protected]
SLIDE 26 COPYRIGHT © 2007 BUSINESS OBJECTS S.A. Business Objects Confidential And Proprietary -Copyright 2007