Creating Interactive, User-Friendly SAP BusinessObjects Web Intelligence Reports

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Santos Santos Case Study

Transcript of Creating Interactive, User-Friendly SAP BusinessObjects Web Intelligence Reports

  • Produced by Wellesley Information Services, LLC, publisher of SAPinsider. 2015 Wellesley Information Services. All rights

    reserved.

    Case Study: Advanced Techniques from Sonae Indstria for Creating Interactive, User-Friendly SAP BusinessObjects Web Intelligence Reports

    Antonina Santos and Nelsa Santos Sonae Indstria

  • 1

    In This Session

    Learn how the company uses input controls to view the same report from multiple angles

    and enable quick data filtering to analyze reports based on specified criteria

    Find out about new SAP BusinessObjects BI 4.1 Web Intelligence features that improve

    user experience and reporting capabilities

    Learn how to improve report formatting, data visualization, and user interaction

    See how the company uses SAP BusinessObjects Web Intelligence BI web services to

    accelerate dashboard design performance

  • 2

    What Well Cover

    Sonae Indstria: Overview

    Report performance

    End-user experience

    Report formatting

    Dashboard design performance web services

    Wrap-up

  • 3

    Sonae Indstria

    Wood-based panels industry

    Main indicators (2014)

    Turnover: 1.015 Million Euros

    EBIDTA: 96 Million Euros

    Production: One of the worlds top producers

  • 4

    Sonae Indstria: Our Operations

  • 5

    Sonae Indstria: Our Products

  • 6

    1998 ... 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

    BOE XI 3.1

    Portal InfoView

    SAP BW + BEX

    DW + BO 5

    Portal Lotus Notes

    DW + BO 6.5

    Portal Lotus Notes

    SAP BI + BOE 4.0 4.1 Portal BI Launch Pad

    DW + BOE XIR2

    Portal InfoView

    SAPs BO acquisition

    Investment & Acquisitions Restructure & Optimize

    SAP Full Model

    Rollout

    SAP FI

    Business focus

    Sonae Indstria: Our BI System Landscape History

  • 7

    Sonae Indstria: Our BI Landscape and Architecture

  • 8

    Portugal

    Germany

    Spain

    UK

    France

    South Africa

    Canada

    Netherlands

    SAP ECC 6.0

    SAP ERP

    HCM 6.0

    SAP BW 7.3

    BID Development

    BIDCLNT121

    BIQ Quality

    BIQCLNT121

    BIP Production

    BIPCLNT121

    T12

    T12CLNT121

    T12CLNT322

    TPO

    TPOCLNT121

    IND

    INDCLNT121

    Transport

    Workbench (322)

    Workbench/Config. (121) transport

    DEV (SBD) PRD (SBP) Import wizard Product Lifecycle management

    SAP BOE BI 4.1

    HRD HRT HRP

    BI Launch Pad

    BI CMC BI Launch Pad

    BI CMC

    Our BI Landscape and Architecture

    Transport

    Transport

  • 9

    SAP Systems Overview

    Reporting: SAP BusinessObjects and SAP BW 7.3

    More than 400 users

    Receive data from source system more than two times per day

    Different time zones

    SAP ERP 6.0 single instance

    More than 70 company codes and 21 plants in 7 countries

    SAP modules: MM, SD, PP, QM, PM, APO, GL, AP, AR, AA, CO-PC, CCA, PCA, IOA

    SAP ERP HCM 6.0 single instance

    SAP Enterprise Portal

  • 10

    What Well Cover

    Sonae Indstria: Overview

    Report performance

    End-user experience

    Report formatting

    Dashboard design performance web services

    Wrap-up

  • 11

    Avoid Multi-Reports in a Document

    Having one document with many reports is not legible and the

    performance is bad. We opted to have separated documents.

    For example:

    Sales and marketing report is divided into two documents: one with Customer List and

    another with Customer Key Account. Instead of having one document with 10 reports,

    we have two documents with five reports.

  • 12

    Avoid Multi-Reports in a Document (cont.)

    Benefits of creating smaller documents:

    Reduce the time it takes to load the document initially in the viewer/interface

    Reduce the refresh time

    Reduce the system resources needed

    Improve the performance while modifying the document

  • 13

    Query Stripping

    Query Stripping feature optimizes the query to fetch only data which will be displayed to

    the user

    How to activate this option:

    Edit Query Properties and select the option Enable query stripping

  • 14

    Query Stripping (cont.)

    How to activate this option: (cont.)

    Edit Document Properties and select the option Enable query stripping

    If the Query level property and the Document level property are both enabled, then the query will

    be stripped. Otherwise, the query will not be stripped.

  • 15

    Query Stripping (cont.)

    For example: instead of creating a big document with a lot of information, we created a

    document called Flat Query with only three columns. We made available a lot of objects in order to permit all users to build tables or graphs without editing the query. We made

    available the principal objects in Available Objects list and users just have to choose and

    drag and drop.

    The objects not selected in the report appear in bold

    Always refresh the report when a new object is added in the right panel

    Available

    objects to add

    in the report

  • 16

    Query Stripping (cont.)

    Benefits of query stripping:

    Decreases the response time

    The display of the report for the user is faster

  • 17

    #TOREFRESH

    In a Web Intelligence document developed over a BICS

    connection, a typical message that appears is

    #TOREFRESH

    To avoid manual refresh, activate the Automatic option

    Go to CMC and activate option in Applications Web intelligence

    In Web Intelligence tool, go to Properties Document and select the option Automatic refresh

  • 18

    Publication and Schedule

    Why we use the publication:

    The publication permits us to have the information customized. The user or group of

    users will only receive the data by email according to the profile defined in the role in

    SAP BW.

    For example:

    Our sales assistants receive by email a sales report (in PDF format) only with their own

    customer list. They dont have access to BI Launch Pad.

  • 19

    Publication and Schedule (cont.)

    We define the publication and schedule in Central Management Console:

    We have a specific folder for publication

  • 20

    Publication and Schedule (cont.)

    We define the Enterprise Recipients

    Select the Group List that

    will receive the report. This

    Group is defined in an SAP

    BW role.

  • 21

    Publication and Schedule (cont.)

    We specify the document format and the destination

    Select the document format to be sent

    Define the details to be sent: all

    reports or a specific report

    Configure the destination (email, report

    name). The email address is defined by

    the user profile in SAP BW.

  • 22

    Publication and Schedule (cont.)

    We fill the prompts values and recurrence type

  • 23

    Publication and Schedule (cont.)

    Benefits of the publication:

    Maximize the security

    Minimize database traffic

    Easy distribution

    Users dont have to wait for the refresh of the report

    Users dont need to have access to BI Launch Pad

  • 24

    What Well Cover

    Sonae Indstria: Overview

    Report performance

    End-user experience

    Report formatting

    Dashboard design performance web services

    Wrap-up

  • 25

    BI Launch Pad

    Easy access organized by folders with restricted accesses. By simple clicks, the user has

    access to the information.

    Access to a workspace with user information according to the profile defined in SAP BW.

    Each user sees their own information in a global view (dashboard) or selects the

    document he wants to analyze.

    Link to

    documents Dashboard

  • 26

    BI Launch Pad (cont.)

    Benefits of the BI Launch Pad:

    Gain a comprehensive view of all information in one place

    Ability to mix different content types to create unified views

    Simple and easy to use (users can modify and create their own documents)

    Any level of user can create and modify workspaces using drag and drop features

  • 27

    Input Controls

    Use input controls to create a dynamic report depending on the users selection in order to enhance the report presentation and usability

    We can select single or multiple values for filtering

    Define input controls using standard windows controls such as text boxes and radio

    buttons

    When you select values in the input control, you filter the values in the associated

    report elements by the values you selected

  • 28

    Input Controls (cont.)

    Input controls provide an interactive and easy way to filter the data

    Users just have to select and unselect data. They can easily see what is filtering.

  • 29

    Prompts Predefined

    In all our reports, we defined prompts by default. When the user refreshes the document,

    the Prompt screen appears with Prompts prefilled.

    For example: the prompt Grid Domain (materials grouping) is filled with the value GRIDWW. This value is defin