Implementing financial analytics with sap bobj 4.0 v2 12312011

SAP BusinessObjects 4.0 Learning Solutions

Specialize in Financial Analytics

EY Internal Use

Only SAP BusinessObjects 4.0 - Business Intelligence(BI) Practical Learning

An “end-to-end” BO 4.0 Implemention

WithSAP BW, BEx, Universes, Web Intelligence, Crystal Reports, Dashboards and BI Launch Pad

“Jothi...I just heard from IBM and Booz Allen that the

interviews went very well and they are moving forward with

my application. I am very glad to share the news with you.

Without your help I wouldn't have been able to get through

this successfully. Even after completing the class you still

kept in close touch and guided me through every phase of

my progress. This kind of commitment from the start to finish

is what makes this training program a unique one that you

cannot expect from any where else...“ Thanks so much for

all your help through out this process. Devi,PMP, SCJP

SAP Certified Application Associate

Booz Allen Hamilton

[email protected]

EY Internal Use



Product Team

Meena Viswanathan, CPA, A.C.A

Financial Professional – SAP EPM

E-Mail: [email protected]

LinkedIn: http://www.linkedin.com/in/meenavis

Jothi Periasamy

Chief Architect and Designer

SAP HANA/EPM/BI/EIM Solutions Architect

SAP Domain Champion for SAP BPC/BOBJ/BW/ECC


LinkedIn: http://www.linkedin.com/in/jothiperiasamy

Pals Nagaraj, PMPSAP BusinessObjects Enterprise Certified ProfessionalTOGAF 8 CertifiedE-Mail: [email protected]

Jothi PeriasamySAP HANA/EPM/BI/EIM Solutions ArchitectSAP Domain Champion for SAP BPC/BOBJ/BW/HANAE-Mail: [email protected]: http://www.linkedin.com/in/jothiperiasamy

Ramchandran ManojSAP Certified Application Associate- SAP BusinessObjects Web Intelligence XI 3.x- SAP BusinessObjects Crystal Report XI 3.x


Pals Nagaraj, PMP

SAP BusinessObjects 4.0 Enterprise Architect

SAP BusinessObjects Enterprise Certified

TOGAF 8 Certified


Ramchandran Manoj

SAP BusinessObjects 4.0 Solutions Architect

SAP Certified Application Associate

- SAP BusinessObjects Web Intelligence XI 3.x

- SAP BusinessObjects Crystal Reports 2008


Table of Contents

1 Learning Roadmap

2 Course Units and Duration

3 Session Topics and Session Details

4 Value Added Learning - SAP BusinessObjects 4.0 “Leading Practices”

4.1 Tips and Techniques for Efficient Universe Design

4.2 Optimal Design Patterns for WebI Report & Query Design

EY Internal Use



4.2 Optimal Design Patterns for WebI Report & Query Design

4.3 Leading Practices to Conduct Enterprise Reporting Workshop

5 Appendix – SAP BusinessObjects 4.0 “Real-Time Project Scenarios“

5.1 Cash Flow

5.2 Profit and Loss (P&L)

5.3 Balance Sheet (BS)

5.4 Sales Revenue Analysis





Financial Analytics with BO 4.0 What This Course Covers?Learning Roadmap

Business Needs &

Requirements ( Cash Flow, P&L and

BS)

BusinessObjects 4.0 and Business Intelligence(BI) Overview

Data Modeling, Data Service, ETL

and Universe Fundamentals

Business Analytics with Web

Intelligence (WebI)

Enterprise Reporting With

Crystal Reports

1 2 3 4 5

Financial Fundamentals for SAP EPM/BI/EIM Professionals0

EY Internal Use



BS) OverviewFundamentals Intelligence (WebI) Reports

Executives Dashboard With

Crystal Dashboard(Xcelsius)

BI Launch Padand

Deployment

CMC, Security andUser Access

SAP Certification and

SAP Carrere

6789

An “end-to-end” Implemention of Cash Flow, P&L, Balance Sheet and Sales Revenue Analysis





WebI(Web

Intelligence)

What Technologies/Tools You Learn?

CrystalDashboard (Xcelsius)

Cash Flow Analysis

Full P&LReport

Balance Sheet

Dashboard

IN

DI

Business Analytics

BI Launch Pad

Reports

Analytics

BusinessObjects 4.0

Enterprise/Server

Users

Deployment

2

3

An “end-to-end” BO 4.0

Implemention

Learning Roadmap

EY Internal Use



Financial Analytics with BO 4.0

SAP ECC(FICO/SD/HR)

SAPBW

BExQuery

Universe

MS Access/File

NTEGRATED

DATA

SORCE

IRECT/INDIRECT

ACCESS

Data

CMC

Users

1





Session DurationCourse Duration

Course Duration : 140 Hours

Session Topic Session Duration

Unit - 0 Financial Fundamentals for SAP EPM/BI/EIM Professionals 20 Hours

Unit – 1 Business Requirements for Cash Flow, P&L and Balance Sheet 10 Hours

Unit – 2 SAP BusinessObjects 4.0 and Business Intelligence(BI) Overview 10 Hours

Unit – 3 Data Modeling, Data Services, ETL and Universe Fundamentals 10 Hours

EY Internal Use




Unit – 3 Data Modeling, Data Services, ETL and Universe Fundamentals 10 Hours

Unit – 4 Business Analytics with SAP Business Object 4.0 WebI (Web Intelligence ) 20 Hours

Unit – 5 Enterprise Dashboard with SAP Crystal Dashboard Design (Xcelsius) 20 Hours

Unit – 6 Enterprise Reporting with SAP Crystal Reports 2011 20 Hours

Unit – 7 SAP Business Object 4.0 BI Launch Pad (InfoView) and Deployment 10 Hours

Unit – 8 SAP Business Object 4.0 Central Management Console(CMC) , Security and

User Access

10 Hours

Unit – 9 SAP Business Object 4.0 SAP Certification and Career Couch 10 Hours





Session Details By Topic

a Detailed View of “What You Learn”

EY Internal Use



a Detailed View of “What You Learn”

"... I just wanted to reiterate that you SAP presentation

was very clear, good and effective. Good job and the

same course when I took at Bangalore SAP, it was

nowhere close to yours.“Kedar Kotha

SAP BI Practice Lead

IBM Global Business Services

Johnson & Johnson SAP Implementation

[email protected]





Session DetailsSession Topics

Session Details

# Session

Schedule

Session Topics Session Details

Unit -0 TBD �Financial Fundamentals for SAP EPM/BI/EIM Professionals

�Fundamentals of Accounting�Definition of accounting�Financial vs. Managerial�Explaining Basic accounting terms�Capital, Asset, Liability, Debtor, Creditor,

EY Internal Use




�Capital, Asset, Liability, Debtor, Creditor, Depreciation, Purchase and Sales�Elaborate with examples�Users of Financial Statements�Internal users, External Users

�Principles of Accounting �Accrual Basis & Cash basis of accounting�Matching Concept�Revenue recognition convention�Conservatism Concept�Various types of accounts�Personal, Real and Nominal accounts�Rules of Debit and Credit






Session Details

# Session

Schedule


Unit -0 TBD �Financial Fundamentals for SAP

EPM/BI/EIM Professionals

�Journal and Ledger �GAAP and International Standards of accounting�Journal Entry �Preparing Journal entries�Balancing an account ,�Explaining GL & Subsidiary Ledger �Posting from Journal to GL & SL

�Trial Balance and Financial Statements

EY Internal Use




�Trial Balance and Financial Statements�Preparing a Trial Balance�Preparing Income Statement�Preparing Balance sheet�Cash flow statement�How transactions have an impact on accounting equation( Assets= Equity+ Liability)

�Intercompany Accounting�Explain Holding and Subsidiary Companies�Illustrate Consolidation of Investments

�Consolidation of Investments

Financial Fundamentals - Lab

Financial Fundamentals - Quiz






Session Details

# Session

Schedule


Unit -1 TBD �Business Requirements for Cash

Flow, P&L and Balance Sheet

�Financial Terminology�Financial Statements �Business Drivers for Financial Statements�Cash Flow Drivers and Its Data Structures �P&L Drivers and Its Data Structures �Balance Sheet Drivers and Its Data Structures �Income Statement Drivers and Its Data Structures�Cash Flow Calculations

EY Internal Use




�Cash Flow Calculations�P&L Drivers Calculations �Balance Sheet Calculations �Income Statement Calculations�Sales Revenue Drivers and Its Data Structures

Quiz # 1 - Multiple Choice

Unit -2 TBD �SAP BusinessObjects 4.0 and Business Intelligence(BI) Overview

�SAP BusinessObjects 4.0 Product Overview �SAP BusinessObjects 4.0 Technical Architecture �SAP BusinessObjects 4.0 Application Architecture �SAP BusinessObjects 4.0 Data Architecture �SAP BusinessObjects 4.0 Security Architecture �SAP BusinessObjects 4.0 Infrastructure Architecture �SAP BusinessObjects 4.0 Solutions Overview �Lab- SAP BusinessObjects 4.0 Application Navigation






Session Details

# Session

Schedule


Unit -2 TBD �SAP BusinessObjects 4.0 and Business Intelligence(BI) Overview

�Business Analytics �EPM�BI�EIM

�Enterprise Performance Management (EPM)�Planning �Budgeting

EY Internal Use




�Budgeting �Forecasting �Consolidations

�Business Intelligence (BI)�Reporting �Dashboards �Data Analysis

�Enterprise Information Management (EIM)�Master Data Management �Data Governance �Data Model�Data Architecture �Information Modeling �Information Architecture

Quiz # 2 - Multiple Choice and Lab






Session Details

# Session

Schedule


Unit -3 TBD �Data Modeling, Data Services, ETL and Universe Fundamentals

�Dimensions�Measures/Facts/Key Figures�ERD (Entity Relationship Data Model)�MDM ( Multi-Dimension Data Model)�Classic Star Schema�Snowflake Schema�SAP BW Extended Star Schema

EY Internal Use




�SAP BW Extended Star Schema�Conceptual Data Model�Logical Data Model�Physical Data Model�Source Systems�Target Systems �Data Sources �Data Targets �InfoCube and Data Store Objects �Data Conversion and Data Transformation �Data Source and Target Mapping �Universe Fundamentals

�Introduction to Semantic Layer �Universe Development process (Fundamentals only)






Session Details

# Session

Schedule


Unit -3 TBD �Data Modeling, Data Services,ETL and Universe Fundamentals

�Universe Fundamentals �Projects – Concepts and Type of Connections�Creating Relational and OLAP Connection�Concept/Creation of Data Foundation�Concept/Creation of Business Layer�Publishing Universe to Repository�Retrieving Universe from Repository.Information Design Tool (BO 4.) diff Universe Design

EY Internal Use




�Information Design Tool (BO 4.) diff Universe Design Tool (BO 3)

�Data Services Fundamentals �Introduction and Data Services Architecture�Define Data Services objects�Use the Data Services Designer interface�Metadata Definition and Source and Target definition�Create various types of Data stores�Configuration Data Services�Importing Data from flat files, Excel and XML�Create a project and Create and execute a job�Create a data flow with source and target tables







Session Details

# Session

Schedule


Unit -4 TBD �Business Analytics with SAP Business Object 4.0 WebI (Web Intelligence)

�WebI Product Overview�WebI Technical Architecture �WebI Application Architecture �WebI Solutions Overview �Rich Client

�Setting Preference in Rich Client�Working with Offline, Connected and

EY Internal Use




�Working with Offline, Connected and Standalone Mode�Data Providers �Import Universe from CMS�Query Panel �Importing Reports from CMS�Exporting Reports into CMS�Sending Reports as a email attachment

�Data Sources�Data Synchronizations�Working with Data Unsynchronized Data�Accessing Multiple Data Sources�Merging Dimensions







Session Details

# Session

Schedule



�Query�Query Panel�Query Manager �Generated SQL�Additional Queries �Result Objects �Query Filters

EY Internal Use




�Query Filters �Prompted Queries �Refreshing Report�Custom Freehand SQL�Tracking Data Changes

�Report�Exporting Report�Scheduling Report �Creating Publications �Alternate Applications�BO Inbox �FTP and File Location �Viewing Instances �Personalization







Session Details

# Session

Schedule



�Data Display�Data Filtering �Report Formatting

�Formatting Sections�Formatting Breaks �Formatting Vertical Table�Formatting a Crosstab

EY Internal Use




�Formatting a Crosstab�Formatting Columns and Row Properties

�Calculations, Formulas and Variables �Add/Mod/Del Formula�Add/Mod/Del Variables�Using Formula Editors �Aggregate Functions �Chart and Date Functions �Document Functions �Numeric Functions�Data Functions �Logical Functions�Other Functions







Session Details

# Session

Schedule



�Drill Down and Drill Through �Enabling Drill�Drill on Dimensions �Drill on Measures �Drill on Charts

�Scope of Analysis and Custom Hierarchies �Linking Reports

�Hyperlinks

EY Internal Use




�External URL�Hyperlinks To Reports�Hyperlinks To Documents �Hyperlinks To Xcelsius �Platform Parameters�Input Parameter�Output Parameters

�WebI SDK�WebI SDK Overview �WebI SDK with JAVA Application�WebI SDK with .NET Application�WebI SDK with External Applications �Building Application Using WebI SDK







Session Details

# Session

Schedule



�Sharing Reports�Using BI Launch Pad(InfoView) �Exporting WebI Report�Scheduling WebI Report�Creating Publications �Formats �Additional Options

EY Internal Use




�Additional Options �Subscriptions

�Live Office To WebI �Live Office Foundation �Creating Live Office Documents �Live Office Wizard �Setting Live Office Preference �Data Refresh

�BI Widgets







Session Details

# Session

Schedule


Unit -5 TBD �Enterprise Dashboard with SAP Crystal Dashboard Design (Xcelsius)

�Dashboard Product Overview �Dashboard Technical Architecture �Dashboard Application Architecture �Building Simple Dashboard

�Organizing Workspace �Dashboard Design Facilities �Look and Feel�Visualization

EY Internal Use




�Visualization �Embedded Spreadsheets

�Spreadsheet Fundamentals �Developing Spreadsheets Models �Using Excel Functions �Using Mathematical Functions �Using Statistical Functions �Using Date Functions and Text �Using Spreadsheet Style

�Dashboard Visualization �Visual Data Analysis �Working with Charts �Working with Graphs �Working with Tree Maps �Drill Down






Session Details

# Session

Schedule



�Dashboard Components�Single Value Components �Working with Sliders �Working with Progress Bars�Working with Dials�Working with Gauges�Working with Spinners

�Multi-Layer Visibility

EY Internal Use




�Multi-Layer Visibility �Label Based Menu�Dynamic Visibility �Containment �Context Switching

�Interactivity �Chart Data�Chart Labels�Drill Down �Selectors �Working with Maps , Text , Labels �Using Image Components �Working with Buttons , Calendar �Trend Analyzer �Grid and Table Components






Session Details

# Session

Schedule



�Statistical �Statistical Measure�Probabilities

�Financial Analysis �Value at Risk�Accounting in Dashboards

EY Internal Use




�Accounting in Dashboards�Aging Report �Rations and Metrics

�Maps�Basic Map�Multi region Map�International Map

�Alerts�Alert Functions in Dashboards �Build in Alerts�Inline Alerts

�Smart Data�Smart Text �Multiple Data Series






Session Details

# Session

Schedule



�Optimal Data�Digitization �Raw Data and Unclean Data�Unstructured Data�Rounding and Truncations �Scaling and Formula

�XML�Understanding Web Services

EY Internal Use




�Understanding Web Services�Using Web Services �Dashboard Data Manager �XML Maps�XML for Dashboard �Data Connectivity

�Custom Components�Multiple Data Series �Line Chart Data�Reader Chart�Area Chart�Actual Budget Comparison Chart �Installing Custom Components �Building and Customizing Custom Components






Session Details

# Session

Schedule



�Custom Components�Programming with Flex Builder �Relationship between Custom Components

EY Internal Use




�Relationship between Custom Components and Property Sheet �Packing Custom Components�Testing and Deploying Custom Components







Session Details

# Session

Schedule


Unit -6 TBD �Enterprise Reporting with SAP Crystal Reports 2011

�Report Formatting and Filtering �Formatting toolbar�Format Editor�Format Painter�Add/Mod/Del Text and Special Fields�Working with Select Expert�Group selection�Formulas and Date fields

EY Internal Use




�Formulas and Date fields�Add/Mod/Del Parameter Fields�Lists-Static, Dynamic, and Cascading�Multi-Value and Range Parameter Fields�Optional Parameter Fields

�Conditional Reporting and Formula/Functions�Conditional object formatting�If-Then-Else formulas�Conditional report section formatting�Formula Editor�Numeric formulas�String formulas�Date formulas�Using Variables, Join Function and Select Case�Add/Mod/Del Custom Functions






Session Details

# Session

Schedule



�Charts, Graphs, and Cross Tabs�Add/Mod/Del a Cross-Tab�Formatting Cross-Tabs�Cross-Tab with Multiple Row/Column Fields�Chart Type and Group Charts�Add/Mod/Del Chart �Charting Multiple Data Points

EY Internal Use




�Charting Multiple Data Points�Advanced Option s in Chart

�Report Sections and Sub reports�Add/Mod/Del a Report Sections �Add/Mod/Del a Sub reports�Linked Subreports�Un Linked Subreports�Passing Data to the Main Report from Subreport �Using Excel

�Sorting and Grouping�Add/Mod/Del Sorting�Add/Mod/Del Grouping and Multiple Grouping�Add/Mod/Del Drill Down�Add/Mod/Del Report Sections�Summarizing/Subtotaling�Top N Reporting and Running Totals






Session Details

# Session

Schedule



�Reporting with SAP BW Cube / OLAP Cube and Others�OLAP Grid Objects �Controlling OLAP Grid Objects�OLAP Worksheet �MS Outlook as a Data Source �File System as a Data Source�Web Data as a Data Source

EY Internal Use




�Web Data as a Data Source�XML Data as a Data Source�Universe as a Data Source

�Integrating Crystal Report with Dashboard and Flash�Adding a .SWF file to Report �Integrating Crystal Report and Dashboard

�Distributing and Exporting Reports�Report Export File �Exporting MS Office Format �Exporting XML Format �Exporting ODBC Data Format �E-Mailing reports






Session Details

# Session

Schedule



�Adding/Linking Table�Add/Mod/Del Tables�Linking tables in the Database Expert�Linking issues/join and link types

�Working with BI Launch Pad (InfoView)�Connecting and Organizing BI Launch Pad �BI Launch Pad – Search and Scheduling

EY Internal Use




�BI Launch Pad – Search and Scheduling �BI Launch Pad – Collaboration & Object Management

�Working with BusinessObjects 4.0 Enterprise Reporting�Connecting to CMC (Central Management Console)�Add/Mod/Del Users and Groups�Add/Mod/Del Folders , Reports and Objects �Add/Mod/Del Categories and Output Destinations �Alter Notifications�Working with Events �Integrating BusinessObjects 4.0 Enterprise with Existing Security Environment �Crystal Reports Processing Server �Crystal Reports Job Server and Cache Server







Session Details

# Session

Schedule


Unit -7 TBD �SAP Business Object 4.0 BI Launch Pad (InfoView) and Deployment

�BI Launch Pad and Preference Settings �User Interface�Crystal Report Viewing Preference �WebI Report Viewing Preference �OLAP Preference

EY Internal Use




�OLAP Preference �BI Workspace

�Viewing Objects via BI Launch Pad �Viewing Crystal Report �Exporting and Printing Crystal Report �Analyzing Data in Crystal Report �Viewing Crystal Report �Exporting and Printing Crystal Report �Analyzing Data in Crystal Report �Drill Down �Navigation .User Prompt and Text Analysis






Session Details

# Session

Schedule


Unit -7 TBD �SAP Business Object 4.0 BI Launch Pad (InfoView) and Deployment

�Managing Objects in BI Launch Pad�Add/Mod/Del Objects to Launch Pad�Create Folder and Groups in Launch Pad�Searching Objects in Launch Pad�Sorting and Filtering Objects in Launch Pad�Setting Object Properties in Launch Pad�Adding Objects to Folder and Categories

EY Internal Use




�Adding Objects to Folder and Categories �Scheduling Objects via BI Launch Pad

�Schedule an Object �Schedule an Object with events �Add/Mod/Del an Instance �Working with an Instance �Add/Mod/Del an Object Package�Working with Crystal Objects �Working with WebI Objects �Setting up server groups

�Discussion and Publishing�Open Discussions �Add/Mod/Del/Reply Note �Publications Fundamentals �Report Bursting Delivery Rules and Recipients






Session Details

# Session

Schedule


Unit -7 TBD �SAP Business Object 4.0 BI Launch (InfoView) Pad and Deployment

�Discussion and Publishing�Personalization and Subscription�Publishers and Recipients

�Alerts in BI Launch Pad�Add/Mod/Del Alerts�Subscribe and Unsubscribe Alerts �Alert and Alert Notification �Alert Security Level

EY Internal Use




�Alert Security Level �Applications in BI Launch Pad

�BI Launch Pad Application - Fundamentals �BEx Web Application in BI Launch Pad

�Publications �Designing Publications�Add/Mo/Del Publications for SAP recipients�Add/Mo/Del Publications for Crystal Reports�Add/Mo/Del Publications for WebI�Distribute Publications�Subscribe and Unsubscribe Publications�Schedule and Viewing Publications�Testing Publications�Publications Instances and Sending emails







Session Details

# Session

Schedule


Unit -8 TBD �SAP Business Object 4.0 CMC , Security and User Access �CMS(Central Management Server) Concept

�CMC(Central Management Console) Concept�Central Configuration Manager (CCM)�Servers /Services�Object Organization in BO�User and Groups

EY Internal Use




�User and Groups �BusinessObjects Security Model�Information design tool�Java BI launch pad (InfoView)�Lifecycle management console�Translation management tool�Universe design tool�Upgrade management tool�Deploying BusinessObjects with wdeploy







Session Details

# Session

Schedule


Unit -9 TBD �SAP Business Object 4.0 SAP Certification and Job Interview

�SAP Certification �C_BOCR_11 SAP Certified Application Associate-Crystal Reports 2011

�C_BOWI_40 SAP Certified Application Associate-SAP BusinessObjects Web Intelligence 4.0

�Job Interview Preparation

EY Internal Use




�Job Interview Preparation �Real-Time Project Review �Review Business Requirements �Review Functional Design�Review Technical Design �Review Data Requirements �Review Data Functional Design�Review Data Technical Design �Review Security Requirements �Review Deployment Requirements �Review Project Plan�Review BOBJ Solutions Consultant Roles and Responsibilities �Review BOBJ Implemention Project Team Structure �Review BOBJ Project Deliverables and Milestones





Appendix

Real-Time Project “Scenario”

EY Internal Use



Real-Time Project “Scenario”

“…Thanks for sharing these accomplishments. These are really

encouraging and giving confidence to me. I am going to give my

BEST. Thanks for sharing......In my career I took so many

trainings but never came across the one you have here. It is

amazing how you are helping these people not just train but an

end to end solution as long as they are willing to put their effort. I

am so happy to get an opportunity to work with you. This training

is truly not just a training but a "path to success". Best Regards,

Sridhar

SAP Project Manager

Federal Government

[email protected]





Financial AnalyticsReal-Time Project

EY Internal Use








EY Internal Use Only SAP BusinessObjects 4.0 - Business Intelligence(BI)

Practical Learning


Financial Analytics with BO 4.0 Real-Time Project Financial Analytics





Sales AnalyticsReal-Time Project

EY Internal Use








EY Internal Use Only SAP BusinessObjects 4.0 - Business Intelligence(BI)

Practical Learning


Financial Analytics with BO 4.0 Real-Time Project Sales Analytics





EY Internal Use



Contact Details

Jothi Periasamy Phone: (916)-296-0228E-Mail: [email protected]

“Jothi, I am very happy to share with you that I have joined SAP America. I

want to thank you for giving me all the support I needed. I really appreciate

your commitment and guidance that you have given me which really helped

to achieve my goal to step into BPC Implementations.

Believe me, I was approached by IBM, E&Y, Accenture, AIG, Cognizant,

Deloitte, Federal GOVT projects and many other companies but I picked only Deloitte, Federal GOVT projects and many other companies but I picked only

SAP as I am offered very good role. I see that there are so many

opportunities in BI/BPC and clients are looking for good product knowledge

people with some functional knowledge (there is no need to be super stars). I

am sure that all the students who have undergone training at CloneSkills will

get opportunity in BI/BPC if they can put some hard work in practicing the

product (as you said there is no alternative or shortcut for hard work).

Last but not least, Thank You for your patience for taking my calls even at

busy hours and also for sharing all the knowledge you have- You have really

cloned your skills to me. "

Surender

SAP America

SAP EPM Lead Consultant

[email protected]





Education

Implementing financial analytics with sap bobj 4.0 v2 12312011