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BPC 10 NW Using Crystal Dashboards
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5/24/2018 BPCNW10 Using Crystal Dashboards
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SAP Business Planning and
Consolidation 10.0, version for SAPNetWeaver
Using Crystal Dashboards
5/24/2018 BPCNW10 Using Crystal Dashboards
2/39 2011 SAP AG. All rights reserved. 2
Using Crystal DashboardsLesson Objectives
After completing this lesson, you will be able to:
Explain how to add a Crystal Dashboard to the Library and add it in to aWorkspace
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Topics
1. Overview of Dashboard Design Functionality
2. Installation and Configuration
3. Designing Dashboards
4. Publishing Dashboards
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Crystal Dashboards Functionality: Overview
Crystal Dashboards and SAP BusinessPlanning and Consolidation
Read live data
Simulate and write-back
Dashboards built dynamically usingmetadata
Key Crystal Dashboard capabilities:
Provide a planning dashboard with richvisualization attributes
Adds the capability for write back for
simple data input.
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Topics
1. Overview of Dashboard Design Functionality
2. Installation and Configuration
3. Designing Dashboards
4. Publishing Dashboards
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Installation and Configuration: Requirements
To run the dashboard based on flash files:Adobe Flash Player installed on client PCs
To build the dashboard:
SAP BusinessObjects Dashboard Design
SAP EPM Add-In for Microsoft Excel
SAP BW OLE DB Provider
SAP EPM Connector
SAP Business Planning and Consolidation Data Grid(Optional)
To run the dashboard outside of BPC web client(standalone or in Excel)
Crossdomain file must be created at
http(s)://:/sap/crossdomain.xml Details can be found in the EPM Office Add-Ins Master Guide
XMLA service in ICF must be activated
/sap/bw/xml/soap/xmla/ node can be activated via Transaction SICF
Details can be found in the SBOP PC 10.0 Installation Guide
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Installation and Configuration: Configure the Model
Configure the Model from the Planning and Consolidation Administration Console
1. Log on to the Admin Console
2. Click Models
3. Click the Model name
4. Check Use as Source of data5. Click Save
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Installation and Configuration: Dashboard Add-Ons
Install the Dashboard Design Add-Ons
1. The EPM Connector xlx file is located in the installationdirectory of the EPM add-in under the EPMConnectorfolder
C:\Program Files (x86)\SAP BusinessObjects\EPM Add-
In\EPMConnector\EPMConnector.xlx
2. The BPC Data Grid xlx file is available as part of theHow-To guide on SDN.
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/librar
y/uuid/8032028f-82c7-2b10-0995-8333d8041b30
3. Install the Add-Ons from the Dashboard Design menu4. Click Install Add-On, then choose the xlx file, then click
Close
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b30http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/8032028f-82c7-2b10-0995-8333d8041b305/24/2018 BPCNW10 Using Crystal Dashboards
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Topics
1. Overview of Dashboard Design Functionality
2. Installation and Configuration
3. Designing Dashboards
4. Publishing Dashboards
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Designing Dashboards Create the Connection
Create a new local connection
1. Launch SAP BusinessObjects Dashboard Design
2. From Excel within Dashboard Design, click the EPM tab
3. Click Report Actions, then Manage Connections
4. From the connection manager, choose Create
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Designing Dashboards Create the Connection
Choose a connection type
1. Choose Local Connection
2. Select SAP BW OLE DB Provider
3. ClickConnect
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Designing Dashboards Create the Connection
Configure the connection
1. Enter the application server host
2. Select the Authentication
3. Enter the System number
4. Enter the Client number5. Enter the Language
6. Click Next
7. Enter user and password
8. ClickLogon
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Designing Dashboards Create the Connection
Choose the location
1. Select $INFOCUBE
2. Click Finish
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Designing Dashboards Create the Connection
Select the Model
1. Select the cube/model from the list
2. All models are listed in alphabetical order regardless of environment
3. You must select the cube which corresponds to the transient query cube
4. Click OK
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Designing Dashboards Create a Report
Create a new report
1. Select the connection
2. Click OK
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Designing Dashboards Create a Report
Design the new report
1. Click the Edit Report button
2. Configure the report
3. ClickOK
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Designing Dashboards Create a Report
Retrieve the Report Definition
1. In any cell, enter =GetReportDefinition()
2. Press Enter
3. XML string will be returned
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Designing Dashboards Create the Dashboard
Design the dashboard
1. Select the BPC Data Grid object and drag and drop it into the layout editor
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Designing Dashboards Create the Dashboard
Configure the BPC Data Grid
1. Bind the header data element to the header rowin the excel spreadsheet
2. Configure the columns, such as Alignment.
3. Bind the detail data element to the detail rows inthe excel spreadsheet.
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Designing Dashboards Configure the EPM Connector
You can make the EPM add-in report dynamic byusing the EPM connector.
1. Delete the static data from the EPM add-in report
2. From the Dashboard Design menu, choose Data,then Connections
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Designing Dashboards Configure the EPM Connector
Choose the Connector Type
1. From the Data Manager window, clickAdd
2. Under Add-On Connections, choose EPMConnector
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Designing Dashboards Configure the EPM Connector
Configure the Input Details of the EPM Connector connection
1. Enter a connection name
2. Select the Application and operation
3. Enter the URL for host application server
4. Define the Report Definition value by binding it to the cell on the spreadsheet
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Designing Dashboards Configure the EPM Connector
Configure the Output Details of the EPM Connector connection
1. Click Output Details
2. Check Refresh on Load
3. ClickClose
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Designing Dashboards Add Connection Refresh Button
Add a connection refresh button to trigger the EPM connection
1. Drag and drop the Connection Refresh Button user interface element into thelayout editor.
2. Configure the button to trigger the EPM connector connection.
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Designing Dashboards Adding Input Data Functionality
Configure the Data Grid to accept input
1. Click the BPC Data Grid object, and in theconfiguration section, set the columns as Editable.
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Designing Dashboards Adding Input Data Functionality
Create a new EPM connector connection
1. Set operation as Input Data
2. Select Environment and Model
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Designing Dashboards Adding Input Data Functionality
Set the cell definition
1. For each dimension, set the specific member
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Designing Dashboards Adding Input Data Functionality
Set the cell value definition for this connection
1. Bind the cell of the spreadsheet for this new value. In this example, thecell for Material Cost and March 2011 is bound to this field. This value inthis cell will be written back when this connection is triggered.
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Designing Dashboards Adding Input Data Functionality
Add a update button to trigger the EPM connection for Input Data
1. Drag and drop the Connection Refresh Button user interface element into thelayout editor.
2. Configure the button to trigger the EPM connector connection.
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Designing Dashboards Preview the Dashboard
Preview the dashboard
1. From the Dashboard Design menu, click Preview
2. The dashboard will then be launched showing the values
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Topics
1. Overview of Dashboard Design Functionality
2. Installation and Configuration
3. Designing Dashboards
4. Publishing Dashboards
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Publishing Dashboards Export the Dashboard Design
Exporting the Dashboard to Flash
1. Export the Dashboard by choosing File, Export, Flash(SWF)
2. Give a name to the swf file and clickSave
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Publishing Dashboards Upload the Dashboard
Upload the Dashboard
1. Click the Hometab
2. ClickLibrary
3. From the Library clickDashboards
4. Click New, thenDashboard
5. Select the SWF file from thelocation and click Upload
You may also upload the XLF filefor storage as well
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Publishing Dashboards Save Dashboard Configuration
Configure the attributes of the Dashboard
1. Configure any variables
2. ClickSave
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Publishing Dashboards Library View
Library view shows the new Dashboard
1. Click the Refreshbutton
2. The new dashboard is now available in the library
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Publishing Dashboards Adding to a Workspace
Create a new workspace and add thedashboard
1. Click Workspaces
2. From the menu, click New,thenWorkspace
3. In the new Untitled Workspace tab,clickAdd Content
4. Choose the location of thedashboard, then select thedashboard file
5. ClickOK
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Publishing Dashboards Adding to a Workspace
Save the workspace
1. In the new Untitled Workspace tab,clickSave Workspace, thenSaveWorkspace As
2. Choose the location
3. Enter the name of the workspace aswell as a description
4. ClickSave
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Publishing Dashboards Adding to a Workspace
The dashboard is now added to the workspace
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Using Crystal DashboardsLesson Summary
You should now be able to:
Explain how to add a Crystal Dashboard to the Library and add it in to aWorkspace