TBW55 SAP Business Intelligence Solutions

TBW55SAP Business Intelligence

Solutions & Information DesignTool

SAP NetWeaver - Business Intelligence

Course OutlineCourse Version: 96 Revision ACourse Duration: 5 Day(s)Publication Date: 27-04-2012Publication Time: 1534

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TBW55 Contents

Contents

Course Overview ....................................................................... v

Course Goals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vCourse Objectives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Unit 1: SAP BusinessObjects Business Intelligence Platform.............. 1

SAP BusinessObjects Business Intelligence Platform Overview ... . . . . . . . . . . . 1SAP BusinessObjects Client Tools for Business Users and Report

Designers.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1SAP BusinessObjects Client Tools for Data Managers .. . . . . . . . . . . . . . . . . . . . . . . . 1SAP BusinessObjects Client Tools for Administrators .. . . . . . . . . . . . . . . . . . . . . . . . . 2Working in BI Launch Pad ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Unit 2: SAP BusinessObjects Web Intelligence ................................ 3

Introduction to SAP BusinessObjects Web Intelligence ... . . . . . . . . . . . . . . . . . . . . . 3SAP BusinessObjects Web Intelligence: Advanced Functions ... . . . . . . . . . . . . 3

Unit 3: SAP Crystal Reports......................................................... 4

Introduction to SAP Crystal Reports.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4SAP Crystal Reports 2011 ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4SAP Crystal Reports for Enterprise... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Unit 4: SAP BusinessObjects Analysis........................................... 5

Introduction to Analysis .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Working with Analysis, Edition for Office Excel Client .. . . . . . . . . . . . . . . . . . . . . . . 5Working with Analysis, Edition for Office PowerPoint Client .. . . . . . . . . . . . . . . . 5Working with Analysis, Edition for OLAP ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Unit 5: Live Office...................................................................... 7

Live Office... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Unit 6: SAP BusinessObjects Dashboards ...................................... 8

Introduction to SAP BusinessObjects Dashboards... . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Unit 7: SAP BusinessObjects Explorer ........................................... 9

Understanding SAP BusinessObjects Explorer .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

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TBW55 Contents

Unit 8: Introduction to the Information Design Tool ..........................10

What is the Information Design Tool? .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Introduction to Resources and Workflows ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Unit 9: Creating the Data Foundation ............................................ 11

What Is a Connection ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Creating a Data Foundation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Defining Joins ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Unit 10: Creating a Business Layer...............................................12

Describing Folders And Objects .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Creating Measure Objects .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Unit 11: Resolving Loops in a Universe .........................................13

Understanding Loops... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Resolving Loops Using Contexts .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Unit 12: Applying Restrictions.....................................................14

Defining Data Restrictions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Unit 13: Using List of Values and Parameters .................................15

Creating a List of Values ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Understanding Parameters .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Unit 14: Using @functions with Objects ........................................16

Understanding @functions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Unit 15: Using Navigation Paths ..................................................17

NavigationPath ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Unit 16: Aggregate Awareness ....................................................18

Defining Aggregate Awareness ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Unit 17: Creating Derived Tables and Indexes .................................19

Using Derived Tables... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Applying Key Awareness ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

27-04-2012 SAP AG. All rights reserved. iv

TBW55 Course Overview

Course OverviewThis course provides an overview of the most important Business Intelligence tools fromSAP and their use cases.

Target AudienceThis course is intended for the following audiences:

Solution and technical consultants

Project team members

Data Managers

Project managers

Report Designers

BI Platform / SAP NetWeaver BW System Administrators

Course PrerequisitesRequired Knowledge

Working knowledge of SQL and relational, also OLAP database management systemsconcepts and structures

Basic knowledge of in reporting with SAP BusinessObjects Web Intelligence

Basic knowledge of the SAP NetWeaver Business Warehouse platform and BEx QueryDesigner

Course GoalsThis course will prepare the participant to:

This training provides you with an overview and hands on experience in the mostimportant SAP Business Intelligence reporting tools

Give you the comprehensive skills needed to work with the Information Design Tool.The Information Design Tool enables designers to extract, define, and manipulate metadata from relational and OLAP sources to create and deploy SAP BusinessObjectsuniverses. In this course you learn how to use data from different source systems withthe SAP BusinessObjects BI client tools.

Course ObjectivesAfter completing this course, the participant will be able to:

Describe the concept of the semantic layer and universes, SAP BusinessObjects WebIntelligence, Analysis, Dashboards, and SAP Crystal Reports.

Create a meta data environment with the SAP BusinessObjects Information Design Tool.

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TBW55 Course Overview

27-04-2012 SAP AG. All rights reserved. vi

TBW55 Course Outline

Unit 1SAP BusinessObjects Business Intelligence

Platform

Unit OverviewThis unit introduces first the SAP BusinessObjects Business Intelligence Platform followed byan overview of the client tools and their target group.

Lesson: SAP BusinessObjects Business Intelli-gence Platform Overview

Lesson ObjectivesAfter completing this lesson, the participant will be able to:

Explain the definition of Business Intelligence

Describe the SAP BusinessObjects Business Intelligence client applications by role

Explain the architecture of SAP BusinessObjects Business Intelligence platform.

Lesson: SAP BusinessObjects Client Tools for BusinessUsers and Report Designers


List the various SAP BusinessObjects client tools for BusinessUsers and Report Designers

Use BI Launch Pad as an entry point to launch different report types

Lesson: SAP BusinessObjects Client Tools forData Managers


Explain the Data Manager Role in a SAP BusinessObjects environment

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Lesson: SAP BusinessObjects Client Tools forAdministrators


List the various client tools for SAP BusinessObjects BI administrators

Lesson: Working in BI Launch Pad


Explain the purpose of BI Launch Pad as a central point of access for BI users

Set personal preferences in BI Launch Pad

Work with objects in BI Launch Pad



Unit 2SAP BusinessObjects Web Intelligence

Unit OverviewSAP BusinessObjects Web Intelligence enables End-Users to perform lightweight analysison their own. This unit provides you an overview of the tool itself and enables you to createyour first own Web Intelligence documents.

Lesson: Introduction to SAP BusinessObjectsWeb Intelligence


Classify the main target groups as well as the main business scenarios whereusers can benefit from using SAP BusinessObjects Web Intelligence

Discuss the positioning of SAP BusinessObjects Web Intelligence withinthe SAP Business Intelligence portfolio

Explain basic Web Intelligence functions

Lesson: SAP BusinessObjects Web Intelligence:Advanced Functions


Explain how to use advanced Web Intelligence functions

Create a Web Intelligence document with advanced functions on an universe



Unit 3SAP Crystal Reports

Unit OverviewThis unit introduces SAP Crystal Reports 2011 and SAP Crystal Reports for Enterprise.

Lesson: Introduction to SAP Crystal Reports


Identify the two different versions of SAP Crystal Reports

Choose the right version for your reporting needs

Lesson: SAP Crystal Reports 2011


Create a new report in SAP Crystal Reports 2011 on a relational database

Work with basic formatting options in SAP Crystal Reports 2011

Lesson: SAP Crystal Reports for Enterprise


Create a new report in SAP Crystal Reports for Enterprise on an universe

Work with basic formatting options in SAP Crystal Reports for Enterprise



Unit 4SAP BusinessObjects Analysis

Unit OverviewThis unit introduces to SAP BusinessObjects Analysis.

Lesson: Introduction to Analysis


Classify the target groups as well as the main use cases whereusers can benefit from using Analysis

Discuss the positioning of Analysis within the SAP portfolio.

Explain the connectivity options to SAP NetWeaver Business Warehouse andSAP BusinessObjects Business Intelligence platform.

Lesson: Working with Analysis, Edition forOffice Excel Client


Explain basic functions of Analysis, edition for Microsoft Office Excel client.

Use BEx query elements in Analysis, edition for Microsoft Office Excel client.

Work with query components and formulas in Analysis for MS Excel.

Save and distribute workbooks with Business Intelligence Platform.

Lesson: Working with Analysis, Edition for Office PowerPoint Client


Explain basic functions of Analysis, edition for Microsoft Office PowerPoint client



Lesson: Working with Analysis, Edition for OLAP


Explain basic functions of SAP BusinessObjects Analysis, edition for OLAP

Create a workspace with Analysis, OLAP edition on a SAP BEx query

Save and share workspaces with Business Intelligence platform



Unit 5Live Office

Unit OverviewThis unit introduces Live Office.

Lesson: Live Office


Connect to and select data from documents in SAP Crystal Reports orSAP BusinessObjects Web Intelligence.

Create a Live Office document with Crystal Reports based on SAP data sources



Unit 6SAP BusinessObjects Dashboards

Unit OverviewThis unit provides you with an introduction to SAP BusinessObjects Dashboards, the basicfunctions and connectivity options:

Lesson: Introduction to SAP BusinessObjects Dashboards


Describe the purpose and business case of SAP BusinssObjects Dashboards

Create a dashboard model with a Microsoft Excel data source us-ing basic Dashboards functions

Describe the SAP Dashboards connectivity options and integrationinto SAP BusinessObejcts BI Platform



Unit 7SAP BusinessObjects Explorer

Unit OverviewThis unit describes how to explore and search through business information using SAPBusinessObjects Explorer.

Lesson: Understanding SAP BusinessObjects Explorer


Describe the capabilities of SAP BusinessObjects Explorer

Build and explore data sets using SAP BusinessObjects Explorer

Analyze data sets

Export exploration results



Unit 8Introduction to the Information Design Tool

Unit Overview What is the Information Design Tool?

Introduction to resources and workflows

Lesson: What is the Information Design Tool?


Describe the purpose of the Information Design Tool to identify whouses the Information Design Tool

Differentiate between a .unx and .unv universe

Lesson: Introduction to Resources and Workflows


Create a local project

Differentiate between local and shared project

Retrieve a published universe



Unit 9Creating the Data Foundation

Unit Overview What is a connection?

Creating a Data Foundation

Defining joins

Lesson: What Is a Connection


Describe the course database

Create a connection to the database

Lesson: Creating a Data Foundation


Describe the content of a Data Foundation

Add tables to the Data Foundation

Describe what a Data Foundation is

Create joins in the Data Foundation

Lesson: Defining Joins


Define Joins



Unit 10Creating a Business Layer

Unit OverviewThe role of the Business Layer is to present a business-focused front end to the SQL structuresin the database. The data used in a universe schema depends greatly on the end-userrequirements. It needs to provide an easy-to-use interface for end users to:

Run queries against a database

Create reports

Perform data analysis

Lesson: Describing Folders And Objects


Create Dimension and Attribute of Objects

Lesson: Creating Measure Objects


Explain measure object concepts

Create measure objects

Create delegated measure objects



Unit 11Resolving Loops in a Universe

Unit OverviewThis lesson describes loops, a particular type of join issue that can arise as you create joinsbetween tables in your schema. It explains how you can detect and resolve loops to ensure thatthe join paths taken by queries run on the universe return correct results.

Lesson: Understanding Loops


Understanding Loops

Resolving Loops using Aliases

Lesson: Resolving Loops Using Contexts


Define a context

Define a context manually

Edit the context



Unit 12Applying Restrictions

Unit OverviewThis lesson helps you understand and use restrictions, which are conditions in SQL that setcriteria to limit the data returned by a query.

Lesson: Defining Data Restrictions


Restrict the data returned by objects

Insert column filters



Unit 13Using List of Values and Parameters

Unit OverviewThis lesson explains how you can add, modify, or remove a list of values (LOV) for an object.It also introduces how to create a cascading list of values in the Business Layer and how to useParameters in the Data Foundation and the Business Layer.

Lesson: Creating a List of Values


Create a list of values

Create a cascading LOV

Understand the purpose of Parameters

Lesson: Understanding Parameters


Create Parameters

Define Parameters

Use Parameter Properties



Unit 14Using @functions with Objects

Unit OverviewThis lesson helps you use the @functions to provide more flexible methods for specifying theSQL for an object.

Lesson: Understanding @functions


Use @select function

Use @where function

Use @variable function



Unit 15Using Navigation Paths

Unit Overview

Lesson: NavigationPath


Define a Navigation Path



Unit 16Aggregate Awareness

Unit OverviewAggregate awareness is a term that describes the ability of a Business Layer to make use ofaggregate tables in a database. Using aggregate tables speeds up the execution of queries,improving the performance of SQL transactions. The reliability and usefulness of aggregateawareness in a Business Layer depends on the accuracy of the aggregate tables. They must berefreshed at the same time as all fact tables.

Lesson: Defining Aggregate Awareness


Define aggregate awareness

Apply aggregate awareness to objects



Unit 17Creating Derived Tables and Indexes

Unit Overview

Lesson: Using Derived Tables


Use derived tables

Use merged tables

Lesson: Applying Key Awareness


Understand the purpose of Key Awareness

Setup Keys on Objects


tocSAP BusinessObjects Business Intelligence PlatformLesson: SAP BusinessObjects Business Intelligence Platform OvervLesson: SAP BusinessObjects Client Tools for Business Users and Lesson: SAP BusinessObjects Client Tools for Data ManagersLesson: SAP BusinessObjects Client Tools for AdministratorsLesson: Working in BI Launch Pad

SAP BusinessObjects Web IntelligenceLesson: Introduction to SAP BusinessObjects Web IntelligenceLesson: SAP BusinessObjects Web Intelligence: Advanced Functions

SAP Crystal ReportsLesson: Introduction to SAP Crystal ReportsLesson: SAP Crystal Reports 2011Lesson: SAP Crystal Reports for Enterprise

SAP BusinessObjects AnalysisLesson: Introduction to AnalysisLesson: Working with Analysis, Edition for Office Excel ClientLesson: Working with Analysis, Edition for Office PowerPoint CLesson: Working with Analysis, Edition for OLAP

Live OfficeLesson: Live Office

SAP BusinessObjects DashboardsLesson: Introduction to SAP BusinessObjects Dashboards

SAP BusinessObjects ExplorerLesson: Understanding SAP BusinessObjects Explorer

Introduction to the Information Design ToolLesson: What is the Information Design Tool?Lesson: Introduction to Resources and Workflows

Creating the Data FoundationLesson: What Is a ConnectionLesson: Creating a Data FoundationLesson: Defining Joins

Creating a Business LayerLesson: Describing Folders And ObjectsLesson: Creating Measure Objects

Resolving Loops in a UniverseLesson: Understanding LoopsLesson: Resolving Loops Using Contexts

Applying RestrictionsLesson: Defining Data Restrictions

Using List of Values and ParametersLesson: Creating a List of ValuesLesson: Understanding Parameters

Using @functions with ObjectsLesson: Understanding @functions

Using Navigation PathsLesson: NavigationPath

Aggregate AwarenessLesson: Defining Aggregate Awareness

Creating Derived Tables and IndexesLesson: Using Derived TablesLesson: Applying Key Awareness

Documents

TBW55 SAP Business Intelligence Solutions