Reporting and Analysis with SAP BusinessObjects (2nd Edition)

Reporting and Analysis with SAP BusinessObjects (2nd Edition)

2012
978-1-59229-387-2
508

Product Details

• Learn about the capabilities of the different reporting and analysis tools from SAP BusinessObjects
• Determine which tool is the right choice for your business intelligence needs
• Build your first report with each of the SAP BusinessObjects products

This book tells you everything you always wanted to know about getting started with the SAP BusinessObjects business intelligence (BI) tools. What are the different capabilities of each tool? How should you choose one over another? How do you build your first report in each tool? If you want to understand what the SAP BusinessObjects BI platform can do for you, look no further. This book is your first step.

Reporting and Analysis Business Requirements
Explore the basic business requirements for financial, sales, HR, and management analysis, and learn how each SAP BusinessObjects tool meets, or doesn’t meet, these requirements.

Building Your First Report
Dive into the details: Get step-by-step instructions and detailed screenshots for building your first report with each of the SAP BusinessObjects BI tools.

Best Practices
Ensure that you get the most for your time and money by learning the best practices for working with SAP BusinessObjects BI tools.

Changes in SAP BusinessObjects 4.0 FP3
Stay up to date on the latest changes in SAP BusinessObjects 4.0, including feature pack 3, such as the introduction of the BI launch pad and BI workspaces.

Future Outlook
Get a sneak peek at what SAP is working on for future releases of the SAP BusinessObjects BI platform.

Highlights

• SAP Crystal Reports
• SAP BusinessObjects Web Intelligence
• SAP BusinessObjects Dashboards
• SAP BusinessObjects Analysis
• SAP BusinessObjects Explorer
• SAP BusinessObjects Live Office
• BI workspaces
• BI launch pad

The Author

Ingo Hilgefort started with Crystal Decisions in Frankfurt, Germany, in 1999 as a trainer and consultant for Crystal Reports and Crystal Enterprise. After the acquisition of Crystal Decisions by Business Objects, he moved into product management for integrating Business Objects and SAP.

 Table of Contents

  • ... Introduction ... 13
  • 1 ... Introduction to the SAP BusinessObjects Reporting and Analysis Tools ... 19
  • 1.1 ... Overview of the SAP BusinessObjects Tools ... 19
  • 1.1.1 ... Reporting—SAP Crystal Reports ... 20
  • 1.1.2 ... Dashboards and Visualization—SAP BusinessObjects Dashboards ... 22
  • 1.1.3 ... Interactive Analysis—SAP BusinessObjects Web Intelligence ... 24
  • 1.1.4 ... Analysis—SAP BusinessObjects Analysis ... 26
  • 1.1.5 ... Data Exploration—SAP BusinessObjects Explorer ... 27
  • 1.2 ... Other Capabilities of the SAP BusinessObjects Tools ... 28
  • 1.2.1 ... SAP BusinessObjects BI and Microsoft Office ... 28
  • 1.2.2 ... SAP BusinessObjects BI and Mobility ... 30
  • 1.3 ... Summary ... 30
  • 2 ... Customer Requirements and Usage Scenarios ... 31
  • 2.1 ... General Guidelines for Establishing Business Requirements ... 31
  • 2.2 ... Matching Business Requirements to BI Products ... 33
  • 2.2.1 ... Financial Reporting and Analysis Requirements ... 33
  • 2.2.2 ... Sales Reporting and Analysis Requirements ... 35
  • 2.2.3 ... Human Resources (HR) Reporting and Analysis Requirements ... 36
  • 2.2.4 ... C-Level Management and Leadership Reporting and Analysis Requirements ... 36
  • 2.3 ... Mapping SAP BusinessObjects BI Tools to Capabilities ... 37
  • 2.4 ... Mapping SAP BusinessObjects Tools to the Audience ... 42
  • 2.5 ... Summary ... 48
  • 3 ... The Role of the Semantic Layer ... 49
  • 3.1 ... Semantic Layer Technology ... 49
  • 3.2 ... Data Connectivity Options for SAP Systems ... 53
  • 3.3 ... Recommendations for Semantic Layer Usage ... 55
  • 3.4 ... Summary ... 56
  • 4 ... Enterprise Reporting with SAP Crystal Reports for Enterprise ... 57
  • 4.1 ... SAP Data Connectivity ... 57
  • 4.2 ... Assessing the Business Requirements ... 62
  • 4.2.1 ... Financial Reporting and Analysis Requirements ... 63
  • 4.2.2 ... Sales Reporting and Analysis Requirements ... 63
  • 4.2.3 ... Human Resources (HR) Reporting and Analysis Requirements ... 64
  • 4.2.4 ... C-Level Management and Leadership Reporting and Analysis Requirements ... 65
  • 4.3 ... Introduction to the Tool ... 65
  • 4.3.1 ... SAP Crystal Reports for Enterprise Designer Environment ... 66
  • 4.3.2 ... Data Explorer ... 69
  • 4.3.3 ... Establishing a Connection to SAP NetWeaver BW ... 70
  • 4.3.4 ... Groupings ... 78
  • 4.3.5 ... Section Expert ... 80
  • 4.3.6 ... Conditional Formatting ... 81
  • 4.3.7 ... Saving to SAP BusinessObjects ... 86
  • 4.4 ... Building a Report for Financial Analysis ... 87
  • 4.5 ... Building a Report for HR Analysis ... 101
  • 4.6 ... Summary ... 118
  • 5 ... Interactive Analysis with SAP BusinessObjects Web Intelligence ... 119
  • 5.1 ... SAP Data Connectivity ... 119
  • 5.2 ... Assessing the Business Requirements ... 124
  • 5.2.1 ... Financial Reporting and Analysis Requirements ... 124
  • 5.2.2 ... Sales Reporting and Analysis Requirements ... 126
  • 5.2.3 ... Human Resource (HR) Reporting and Analysis Requirements ... 126
  • 5.2.4 ... C-Level Management and Leadership Reporting and Analysis Requirements ... 127
  • 5.3 ... Introduction to the Tool ... 128
  • 5.3.1 ... Creating Your First Report ... 128
  • 5.3.2 ... Using Filters ... 141
  • 5.3.3 ... Arranging Objects ... 147
  • 5.3.4 ... Using Breaks, Sections, and Summaries ... 151
  • 5.4 ... Building a Report for Sales Analysis ... 154
  • 5.5 ... Building a Report for Financial Analysis ... 170
  • 5.6 ... Summary ... 179
  • 6 ... Dashboarding and Data Visualization with SAP BusinessObjects Dashboards ... 181
  • 6.1 ... SAP Data Connectivity ... 181
  • 6.2 ... Assessment of Business Requirements ... 189
  • 6.2.1 ... Financial Reporting and Analysis Requirements ... 189
  • 6.2.2 ... Sales Reporting and Analysis Requirements ... 190
  • 6.2.3 ... Human Resources (HR) Reporting and Analysis Requirements ... 192
  • 6.2.4 ... C-Level Management and Leadership Reporting and Analysis Requirements ... 192
  • 6.3 ... Introduction to the Tool ... 193
  • 6.3.1 ... SAP BusinessObjects Dashboards Designer Overview ... 193
  • 6.3.2 ... Setting Up Your Environment ... 195
  • 6.3.3 ... Role of Microsoft Excel ... 198
  • 6.3.4 ... Common Look and Feel ... 199
  • 6.3.5 ... Creating Your First Dashboard ... 200
  • 6.4 ... Building a Dashboard for Sales Planning ... 224
  • 6.5 ... Summary ... 250
  • 7 ... Using SAP BusinessObjects Analysis, Edition for Microsoft Office ... 251
  • 7.1 ... SAP Data Connectivity ... 251
  • 7.2 ... Assessing the Business Requirements ... 256
  • 7.2.1 ... Financial Reporting and Analysis Requirements ... 256
  • 7.2.2 ... Sales Reporting and Analysis Requirements ... 257
  • 7.2.3 ... Human Resources (HR) Reporting and Analysis Requirements ... 258
  • 7.2.4 ... C-Level Management and Leadership Reporting and Analysis Requirements ... 258
  • 7.3 ... Introduction to the Tool ... 259
  • 7.4 ... Building a Workbook for Financial Analysis ... 272
  • 7.5 ... Building a Workbook for Sales Analysis ... 284
  • 7.6 ... Summary ... 295
  • 8 ... Using SAP BusinessObjects Analysis, Edition for OLAP ... 297
  • 8.1 ... SAP Data Connectivity ... 297
  • 8.2 ... Assessing the Business Requirements ... 302
  • 8.2.1 ... Financial Reporting and Analysis Requirements ... 302
  • 8.2.2 ... Sales Reporting and Analysis Requirements ... 303
  • 8.2.3 ... Human Resources (HR) Reporting and Analysis Requirements ... 304
  • 8.2.4 ... C-Level Management and Leadership Reporting and Analysis Requirements ... 304
  • 8.3 ... Introduction to the Tool ... 305
  • 8.4 ... Building a Workbook for Financial Analysis ... 317
  • 8.5 ... Building a Workbook for Sales Analysis ... 327
  • 8.6 ... Summary ... 338
  • 9 ... Data Exploration and Searching with SAP BusinessObjects Explorer ... 339
  • 9.1 ... SAP Data Connectivity for SAP BusinessObjects Explorer ... 339
  • 9.2 ... Assessing the Business Requirements ... 344
  • 9.2.1 ... Financial Reporting and Analysis Requirements ... 344
  • 9.2.2 ... Sales Reporting and Analysis Requirements ... 345
  • 9.2.3 ... Human Resource (HR) Reporting and Analysis Requirements ... 346
  • 9.2.4 ... C-Level Management and Leadership Reporting and Analysis Requirements ... 346
  • 9.3 ... Introduction to the Tool ... 347
  • 9.4 ... Creating an Information Space for Sales Analysis ... 368
  • 9.5 ... Summary ... 383
  • 10 ... Using SAP BusinessObjects Live Office ... 385
  • 10.1 ... SAP BusinessObjects Live Office Configuration ... 385
  • 10.2 ... SAP BusinessObjects BI Platform Content and Microsoft Office ... 387
  • 10.3 ... Introduction to the Tool ... 388
  • 10.3.1 ... SAP BusinessObjects Live Office Environment ... 388
  • 10.3.2 ... Using SAP BusinessObjects Live Office and Microsoft Excel ... 391
  • 10.3.3 ... Using SAP BusinessObjects Live Office and Microsoft PowerPoint ... 404
  • 10.3.4 ... Using SAP BusinessObjects Live Office and Microsoft Outlook ... 404
  • 10.3.5 ... Using SAP BusinessObjects Live Office and SAP BusinessObjects Explorer ... 410
  • 10.4 ... Summary ... 419
  • 11 ... Using SAP BusinessObjects BI Workspaces ... 421
  • 11.1 ... Overview ... 421
  • 11.2 ... Creating Content for Your First SAP BusinessObjects BI Workspace ... 427
  • 11.3 ... Creating Your First BI Workspace ... 440
  • 11.4 ... Summary ... 447
  • 12 ... Navigating the BI Launch Pad ... 449
  • 12.1 ... User Authentication ... 449
  • 12.2 ... User Interface (UI) Overview ... 452
  • 12.3 ... Folders and Categories ... 455
  • 12.4 ... Using Search in the BI Launch Pad ... 456
  • 12.5 ... Configuring User Preferences ... 462
  • 12.6 ... Summary ... 467
  • 13 ... Best Practices and Tips and Tricks for SAP BusinessObjects BI Tools ... 469
  • 13.1 ... Selection of the Right Tool ... 469
  • 13.2 ... SAP NetWeaver BEx Query Design ... 470
  • 13.2.1 ... Relationship: BEx Query and Report ... 470
  • 13.2.2 ... Elements of an SAP NetWeaver BEx Query ... 471
  • 13.2.3 ... Using Variables in a BE Query ... 473
  • 13.2.4 ... Display Relevant Settings ... 473
  • 13.3 ... Data Connectivity ... 475
  • 13.4 ... User Security ... 478
  • 13.5 ... Performance Considerations ... 479
  • 13.6 ... Known Limitations ... 481
  • 13.7 ... Report Design Topics ... 488
  • 13.8 ... Tracing and Troubleshooting ... 488
  • 13.9 ... Summary ... 489
  • 14 ... Integration Outlook ... 491
  • 14.1 ... SAP Crystal Reports for Enterprise ... 491
  • 14.2 ... SAP BusinessObjects Dashboards ... 492
  • 14.3 ... SAP BusinessObjects Web Intelligence ... 492
  • 14.4 ... SAP BusinessObjects Analysis Suite ... 492
  • 14.5 ... SAP BusinessObjects Explorer ... 492
  • 14.6 ... Semantic Layer ... 493
  • 14.7 ... Summary ... 493
  • ... The Author ... 495
  • ... Index ... 497