Download pdf - Analyser 7x

SAP NetWeaverIT Scenario Overview <insert scenario name>

SAP NetWeaver Product Management, SAP AG

Enterprise Reporting, Query & Analysis Excel IntegrationVersion

2.0

May 2007

© SAP AG 2005, SAP TechEd ’05 / Session ID / 2

Why Enterprise Reporting, Query & Analysis

Fast & reliable BI data access on every organizational levelAn

y us

er ty

pe

Information Consumers Highly intuitive Composites & BI Apps

PatternEnterprise Reports

Business UsersAdHoc & Personalization, Web & Excel Integration

Business Process Experts

for modeling & deployment

An integrated and state-of-the art modeling environment For all types of queries, reports, and analyticsFor business users and ITFor BI data & external data

A state-of-the art BI runtime for the masses:High visual appeal & usabilityHigh performance use of BIMass distribution

A seamless integration intoMS Excel SAP NetWeaver PortalKnowledge management &

collaboration capabilitiesComposite applicationsEn

terp

rise

Repo

rting

,

Query

& A

naly

sis


Enterprise Reporting, Query, & Analysis - Benefits

The scenario comprises all ways that BI data is provided to end-users and how end-users interact with BI data

Composite Applications (Embedded BI)

Ad Hoc Analysis

Excel Integration

BI Applications

Enterprise Reports

Reducing TCO by Minimizing the training costs for end-users (state-of-the art UIs) Use of an adaptable and flexible BI modeling environment (SAP Business Explorer & SAP NetWeaver Visual Composer)

Driving ROI by Extending the reach to masses of usersAvoiding the IT bottle neck by enabling the business userProviding high end-user productivity Guaranteeing fast and informed business decisions on all company levels


Enterprise Reporting, Query, & Analysis – Scenario Variants

Query, Reporting & Analysis DesignDescribes how IT and/or business users can design and deploy standard reporting and analysis for large groups of end-users.

Ad Hoc Query & AnalysisDescribes how business users can analyze, configure and personalize ad hoc queries on various data sources

Excel IntegrationDescribes how business users can model and interact with BI data by fully leveraging MS Excel capabilities (Add-On in Excel: BEx Analyzer)

Information BroadcastingDescribes how IT and/or business users can distribute BI data at a required time (ad hoc, scheduled, when data is changed, or based on exceptions), via various channels (e-mail, printer or portal) and in various formats

Embedding BI into ApplicationsDescribes how to embed and use BI capabilities within applications


Business Explorer Suite

7.0 Business Explorer Suite (BEx)

BEx Query Designer

Information Broadcasting

Web Analyzer

WebApplication

Designer

MS Excel Add-inReport

Designer

7.0 BEx Web BEx AnalyzerBI Pattern

NW7.0 Portal

SAP BI Info Provider3rd Party BI

Usage Type BI Java including the usage types Portal & AS Java is required for using the 7.0 BEx Explorer Suite (including BEx Analyzer)


Composite

User Interfaces

Enterprise ReportBI App MS ExcelAd Hoc


Enterprise Reporting, Query and Analysis

BI Consumer ServicesBI Consumer Services

DataSources

Web Analyzer

WebApplication

Designer

Analyzer(Add-In)

ReportDesigner

MS Excel Integration

Reporting and Analysis Design

Ad Hoc Query & Analysis

SAP Business Explorer Suite (BEx)SAP NetWeaver

Visual Composer

Embedded BI

BI Extension

Kit

Other Services &

BA

PIS

SAP Operational

Data*

Non-SAP Operational

Data* Info Provider

3rd-Party BI Data BEx Queries

SAP NetWeaver BI

* Not available for SAP Business Explorer BICS connection yet


BEx Design- & Runtime

BI (based on AS ABAP) BI Java (based on AS Java & Portal)

ADSXML

Runtime Layer

Broadcasting BEx Web Planning KM

Persistence Layer

Web Apps Queries QueryViews

InfoProviders

Internet Grafic Service Adobe Document Service

Platform

BEx Design Tools BEx Web Apps, Queries, Reports & PatternsBEx Web AdHoc

Analysis & Excel Integration

IT & Business User

Business User Information Consumer

BI SKILLS: high low no

Reports

Queries

Applications


Introduction to MS Excel Integration

The Business Explorer Analyzer offers convenient functions for Business Experts to evaluate and present BI data interactively within MS Excel.

A user can define queries and subsequently analyze the data. Using embedded navigation functions (e.g., expand hierarchy, filter a characteristic by a characteristic value and so on) a business user is able to look at and evaluate data from different perspectives.

Key CapabilitiesBI data is easily embeddable into MS ExcelBusiness users can utilize their Excel know-how and use Excel functionality on top of BI data. SAP NetWeaver 7.0 provides enhanced navigation features such as Drag & DropSAP NetWeaver 7.0 provides additional functionality such as a design mode and leverages Excel formatting and formula featuresBI Planning is completely integratedBI data has to be easily distributable. Hence, BEx Analyzer Workbooks can be pre-calculated and distributed via Information Broadcasting


Scenario Variant 3: Excel IntegrationQuery Design

(1) ChooseInfoProvider

(2) Create Query

(3) Save Query

EmbeddingQueries, Views& InfoProviders

(4) Open Query, View orInfoProvider

(5) Embed Query

(7) Save WB

(6) Analyze Query

WorkbookDesign

(8) Create WB Layout

(11) Save WB

BI User Interaction

Usage Type:BI JavaTool:BEx Query Designer

Usage Type:BITool:BEx Analyzer (9) Choose Design

Items and DataBinding

(10) Use Excel Formatting and/orFormulas

(12) Access BI Data

(13) Analyze Data (ifapplicable)

(14) Personalize Data (ifapplicable)

(16) Use KM Services (ifapplicable)

(17) Use Export/Printing Services (if applicable)

(15) Integrate Documents(if applicable)

(18) Use Information Broadcasting (ifapplicable)

UsageType:

EP, BI Java, BI

Excel Formatting & Formulas

BEx Analyzer Design Mode

Overview: BEx Analyzer

End User Interaction


Embedding Data into Workbooks

Designing Queries


Designing Workbooks

BI User Interaction

Analysis Mode

Intuitive User Interaction via drag & drop and re-designed property dialogues

Direct access to InfoProviders queries & query views

Personalized filter value lists (favorites & history)

Full Unicode support

Local calculations

Excel-based data entry and planning.



End User Interaction – Display Navigation Panel


End User Interaction – Exchange dimensions

Drag Sales Group over Distribution

Channel

Result


End User Interaction – Exclude from Filter

Drag „Canada“ out of the result set

Result

„Canada“excluded from filter

Result


End User Interaction - Drill downDrag „Division“

behind „Distribution Channel“

Result


End User Interaction - Filtering

Drag „Australia“into the Navigation

Panel

Result: The Query is filtered

according to „Australia“


End User Interaction – change column order

Drag „Lost Deals“ in front of „Sales Plan“

Result


End User Interaction – Local calculations I

Local calculation can be easily added by an end-user via the context menu


End User Interaction – Local calculations II

Local calculationsLocal calculations are a subset of the

formulas in the Query Designer

They can be saved together with the workbook

The query result set embedded in the workbook can also be saved as a Query View






Designing Workbooks

Seamless integration of native Excel formatting and formulas

Any cell of the result set is described via an Excel formula (BexGetData)

Excel formatting options can be fully leveraged for BEx workbooks (e.g., blank lines, fonts, etc.)

Combining Excel formulas and Excel formatting allows the design of high-end formatted solution workbooks

Excel Formula Mode

Designing Queries


Designing Workbooks

BI User Interaction


Excel Integration

Example: Highly formatted BEx Query Every Cell of the query result set is automatically interpreted as an Excel formula

=BexGetData("VS_BUDGET_REL","","DATA PROVIDER_1")

=BexGetData("","TOTAL_REVENUE",

"DATA PROVIDER_1")

Examples:


BexGetData

BexGetData

BexAnalyzer offers the Excel function „BexGetData“. This allows access to every cell of the result set of an arbitary dataprovider

The conext menu of the analysis grid offers the option „Convert to Formula“ . This converts the data of each cell into a well defined Excel formula

The selection parameters of the formula are derived from the key rows and colums of the respective cell

By using this option, the Analysis Grid Item well be deleted and Drag & Drop will be disabled. The number format of the data cells is set to „standard“

From now on the endusre has full flexibility of using Excel Formating and Formulas on the data


Example I - Changing BEx workbooks that use Excel Formulas

BexGetData

1. Select „convert to

formula“

2. Each cell is described by a unique formula,

example:

3. Simply by overwriting keys, (e.g master data values), you can change

the according data cells:


Example II: Changing BEx workbooks that use Excel Formulas

BexGetCellData1. You can include a new column by

simply typing in the description or

technical name of a KeyFigure, e.g. „Net

Sales“

2. Just copy the formulas from

„Billed Quantity“ to the new column for

„Net Sales“

2. The right values are automatically displayed by the

BEx Analyzer


Excel IntegrationExample: Highly formatted BEx Query

The standard BEx formats have been completely replaced by Excel formats. The end-use is completely free in reformating the workbook and add further Excel calculations


Example


Example

Every cell of the grid described by an Excel formula. e.g.

=BexGetData(„DATA PROVIDER_2“,“ORDERS2006“,“AUSTRALIA“

Dataprovider 2

Dataprovider 1


Example

Every cell of the grid described by an Excel formula. e.g. New calculated keyfigure „deviation“ via Excel formula =(F12-E12)/E12


Overwrite BEx Formatting completely with Excel FormatsE.g. change cell coloring and borders, define Excel-based exceptions e.g.

Empty line plus totals line added, „€“ symbol added, Sums calculated

as =SUM (B22:B27)

Dataprovider 2

Dataprovider 1


Example

Every cell of the grid described by an Excel formula. e.g. New calculated keyfigure „deviation“ via Excel formula =(F12-E12)/E12


Dataprovider 2

Overwrite BEx Formatting completely with Excel FormatsE.g. change cell coloring and borders, define Excel-based exceptions e.g.

Empty line plus totals line added, „€“ symbol added, Sums calculated

as =SUM (B22:B27)Add Excel

charts

Add BEx Items such as „current user“, last data refresh“etc.

Dataprovider 1

Add Logos, Graphics






Designing Workbooks

Designing Queries


Designing Workbooks

BI User Interaction

Analysis GridNavigation PaneList of FiltersButtonDropdown BoxCheckbox GroupRadio Button GroupList of ConditionsList of Exceptions TextMessagesWorkbook Settings

Design Mode

Code-free application –modeling in Excel

Any BI InfoProvider can be integrated into MS Excel

Items


BEx Analyzer Design Toolbar

Insert Analysis Grid

Use the analysis grid as the central design item in your worksheets

The General Tab options allow you to

define your data provider

define the range for your Grid

define various behaviors you can attach to enhance the grid.

Examples

generates a formula for each cell- the table item itself will then be replaced

Apply default BEx formatting or use Excel formats



Use the clipping options to specifically define the size of the analysis grid using clipping or scroll bars.

You can independently configure horizontal or vertical clipping using the following options:




Associate Microsoft Excel charts with the analysis grid with this function, so that the charts always represent the results of the query

This assures that the charts are displayed correctly even if the number of rows/columns in the analysis grid are changing




Insert Navigation PaneDimensions Tab:

Lists all the available dimensions in the query.

This can also be done in the properties of e.g. DropDown, Filter List, Check Box & Radio Button Items

Use the Navigation Pane in order to provide further characteristics and keyfigures to be included in the analysis



Dropdown Box Check Box Radio Button

The Dimensions tab options:

choose a dimension

what text you wish to see

what method to retrieve the list

how the filters are displayed in the list

Use Drop Downs, Check Boxes, Radio Buttons for intuitive and predefined navigation



Insert Button

The button design item lets you execute a customized command against the query results

Anything you can do when you manually navigate a query via the context menu you can also customize with a button.

You can use the same Web API commands as in the web Application Designer


Demo

DemoButton

Drowpdown Item


Create Dropdown Example

1. Select Data Provider

Insert Dropdown

3. Select dimension

2. Select Query or InfoCube


Create Button Example

Insert Button

Create the Command string by inserting the parameters and values

Insert Button Text


Complex Example for a command button

1. Status before button is clicked 2. Status after

button is clicked

On Click: Planning function

is applied

But where is the transfered 20%

value specified?


Complex Example for a command button

2. Status after button is clicked

2. Status as soon as user types in 30%

The system derives the value to be applied via the planning function from the cells A49:C49

Cell C49 holds a formula that calculates the value that has to be applied to the planning function



Workbook Settings

Workbook settings allows you to set specific settings to this workbook

Refresh workbook on Open

Process Variables on Refresh

Allow Drag and Drop

Protect Workbook (add password to workbook prohibiting any changes)

insert a new theme

delete or apply an existing theme



Insert List of ConditionsInsert List of Exceptions

List of conditions/ Exceptions lets you activate and deactivate conditions/exceptions defined in the query

allows you to define your data provider

range for your navigation pane



Insert Text

The text design item displays text elements associated with the query

configure data provider

Select the checkbox next to the text elements you wish to display

Additionally you can select to display all static filters



Insert Messages

The messages item displays messages associated with your workbook

configure cell range

messages types

AutoFit options

Use the clipping options to specifically define the VERTICAL size of the message item using clipping or scroll bars. Clipping settings work together with cell coordinate settings in the Range field.


Summary

BEx Analyzer offers

Seamless integration into Excel

Intuitive Navigation for end users

A Design Mode to enable easy building of BI applications

Direct use if Excel Formulas and formatting

Tight integration with BI Planning