Exception Reporting Solution using Information Broadcasting

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© 2011 SAP AG 1

Exception Reporting Solutionusing Information Broadcasting

Applies to:

SAP BI 2004s or SAP BI 7.0. For more information, visit the EDW homepage

Summary

This article helps to achieve a Business Scenario with the help of APDs and Broadcasting where a manager wants to view a report when there is a business alert or exception (employees going on leave,leaving thecompany etc) relevant to him.

Author: Richa Verma and Maxim Sychevskiy,

Company: Infosys Technologies LimitedCreated on: 5 May 2011

Author Bio

Richa Verma is a SAP BW consultant with Infosys Technologies Ltd. She has worked in variousBI/BW support and implementation projects.

Maxim is SAP BI Architect and BI Architecture Council Lead in Infosys, has over 9 years of BusinessConsulting including over 8 years of experience in SAP systems implementations. His main focus isarchitecture design and delivery of enterprise information systems supporting large scale businesstransformation programmes.

http://www.sdn.sap.com/irj/sdn/edw






Exception Reporting Solution using Information Broadcasting


© 2011 SAP AG 2

Table of Contents

Introduction ......................................................................................................................................................... 3 Information Broadcasting ................................................................................................................................ 3

Business Scenario .............................................................................................................................................. 3 High Level Solution Approach ............................................................................................................................ 4 Step by Step Procedure ...................................................................................................................................... 4

Create unique query for Each Exception ........................................................................................................ 4 Create APDs to load data to a Direct Update DSO. ....................................................................................... 4 Maintain the employee-manager mappings in another DSO .......................................................................... 8 Create another DSO (exceptions DSO) to get data from the Trigger DSO. ................................................... 8 Create a Multiprovider on this exceptions DSO .............................................................................................. 9 Create control queries for all exceptions on this multiprovider. ...................................................................... 9 Create query on Exceptions DSO ................................................................................................................. 10

Prerequisites ..................................................................................................................................................... 14 Related Content ................................................................................................................................................ 15 Disclaimer and Liability Notice .......................................................................................................................... 16





© 2011 SAP AG 3

Introduction

Information Broadcasting

The efficiency of Management Information Reporting could be improved by focusing on exceptionalcircumstances then provide a wide statistical information. Such exceptional reporting keep managers highlyfocused on the existing problem that needs their decision which in effect saves the time managers spend onresolving it.

Exceptional reporting automatically identifies and illustrates business KPIs that fall outside norms, businessrules, etc.

SAP BW could be successfully utilized to build exceptional reports that can be made available to a widespectrum of users by Information Broadcasting. This article represents one of the scenarios of using SAPBW Broadcasting for exceptional reporting.

Business Scenario

Employees being the core of any company and the main factors in determining a company‟s success make itvery important to invest in effective and well planned Employee Management System. This enables thehigher management to keep a track of their workforce which is spread across geographical locations.

In this article we will see how the SAP BI Broadcasting concept can be used to implement an employee

management system for a company where in the company‟s Management team wants to see reports for employees satisfying various scenarios or exceptions. This will allow the managers to view the requireddetails of employees working under them.

The various exceptions could be:-

To view all employees leaving the Company

To view all employees completing two months in the company

To view all employees who are currently on leave

To view all employees who have taken loan from company

Now we want to broadcast the reports containing information regarding such employees who fall under someexception to their respective managers.





© 2011 SAP AG 4

High Level Solution Approach

Step by Step Procedure

Create unique query for Each Exception

Using Query Designer Create different reports for each exception e.g. Report1 Employees leaving the company

Report2 Employees completing two months of service

Create APDs to load data to a Direct Update DSO.

With the help of an APD , Transfer the data from these queries to a Direct Update DSO(Trigger DSO).

This can be achieved by following steps :-

Maintain unique Trigger IDs and Report IDs

Make two Info Objects (Trigger ID , Report ID) and maintain data in these by defining a unique Trigger ID

and a unique Report ID for each report.

Trigger ID 1 for Report1 [Leavers]

Trigger ID 2 for Report2 [Two months service]





© 2011 SAP AG 5

Report ID 1 for Report1 [Leavers]

Report ID 2 for Report2 [Two months service]

Make a Direct Update DSO

Make a Direct update DSO (TRIGGER UPDATE) with above created info objects (Trigger ID and Report ID)as its key fields in addition to the other business specific key fields. This DSO will store data of all employeesfalling under any exception criteria.





© 2011 SAP AG 6

Make APDs for each Exception criteria

Using transaction RSANWB create APDs to Transfer the result of all the queries to direct update DSO(TRIGGER DSO) created in the above step. Now this DSO will contain the data for all employees fallingunder any exception.

Leavers

Set the Properties of Trigger DSO

Right click on Trigger Update DSO to set its properties as follows:-

Go to the Target Area tab in DSO Properties and select the radio button for

“Overwrite part of DataStore Object”.

We need to Overwrite the part of this DSO using two key fields of the DSO :-

1.Trigger ID

2.Report ID

This will overwrite the data in DSO with new data whenever the APD is executed.

So we select the above fields and restrict them with the values present in master data of these fieldscorreponding to the desired reports.

for „Leavers report‟

1.Trigger ID = Trigger ID 1

2.Report ID = Report ID 1





© 2011 SAP AG 7

Similarly create the APD and do the DSO settings for other reports as well.

e.g. For „Two month service report‟

1.Trigger ID = Trigger ID 2

2.Report ID = Report ID 2

Set the Properties of transformation to Trigger DSO

Now double click on the transformation leading to the Trigger DSO in the APD and do the following setting.





© 2011 SAP AG 8

Maintain the employee-manager mappings in another DSO

Authorization DSO is maintained to have a list of managers for all employees.

Create another DSO (exceptions DSO) to get data from the Trigger DSO.

Data from Trigger DSO is loaded into Exception DSO after the lookup on Authorization DSO for finding theconcerned manager.

Exceptions DSO will have the following:-1. Employee

2. Manager for all employees

3. Report ID for

4. Trigger ID





© 2011 SAP AG 9

Create a Multiprovider on this exceptions DSO

Create control queries for all exceptions on this multiprovider.

This control query will have the data belonging to a particular exception as the filter part will have restrictionon Report ID and Trigger ID which is uniquely mentained for each exception.

Example :

Control Query 1 (filter section Report ID = Report ID 1 , Trigger ID = Trigger ID 1)Control Query 2 (filter section Report ID = Report ID 1 , Trigger ID = Trigger ID 1)





© 2011 SAP AG 10

Result of the control query :-

Create query on Exceptions DSO

This query will fetch all employees falling under any exception with their manager‟s name and email.

This is the main query on which all broadcaster settings will be built.

This query has all the report IDs and Trigger IDs for all exception reports in the filter section.

This will also have the manager details in rows section.





© 2011 SAP AG 11

Create Broadcaster settings

Create Broadcaster settings for each exception by using the option control Query and specifying the uniquecontrol query for each exception.

Now follow the below steps to make the broadcaster settings:-

Query -> Publish -> Bex Broadcaster

This takes you to the Broadcaster setting page.

Create New Setting.





© 2011 SAP AG 12

Select the distribution type as “Broadcast E-mail(Bursting)

In the Recipient determination tab select :-1. the characteristic for recipient determination (Line Manager)

2. Attribute of characteristic (E-Mail)

3. Control query that fetches the above two parameters

“ in this case we are taking Line manager‟s attribute (Work email)” as the input which is coming from acontrol query that gives the name of the manager corresponding to the employees who fall under the above

exception criteria





© 2011 SAP AG 13

In the Text tab enter the subject line and text that you want to send as an Email to the specified recipient.

This is the link to actual BW report created in first step

e.g. Report1 Employees leaving the company

The same link will be sent to all recipients, managers will get this link if there is an exception relevant tothem.

Manager‟s mail box containing Email to the line manager

When you click on the link you can see the actual report…





© 2011 SAP AG 14

The report will show only those employees who are available in authorization scope of manager and whoalso fall under any of the exceptions.

Similarly the broadcaster settings can be done on the other report , to send email to the correspondingmanager

Prerequisites

Knowledge of APDs

BEx Query Designer

Broadcaster settings





© 2011 SAP AG 15

Related Content

Information Broadcasting

DataSource

Analysis Process Designer

For more information, visit the EDW homepage

http://help.sap.com/saphelp_nw04/helpdata/en/a5/359840dfa5a160e10000000a1550b0/frameset.htm


http://help.sap.com/saphelp_nw04s/helpdata/en/fd/5b725f617ddc40b760cf5396bfcb5d/frameset.htm


http://help.sap.com/saphelp_erp2004/helpdata/en/49/7e960481916448b20134d471d36a6b/frameset.htm












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Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is notsupported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document,and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or

code sample, including any liability resulting from incompatibility between the content within this document and the materials andservices offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of thisdocument.

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Exception Reporting Solution using Information Broadcasting