Embedded Crystal Reports Inside ERP
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Transcript of Embedded Crystal Reports Inside ERP
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Using Crystal with SAP ERP
Tammy
Powlas,
Fairfax
Water
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In This Session …
Overall message is about customer empowerment. You
can set up this functionality yourself!
Why embedded
analytics?
What are embedded analytics?
Expanding BI to more users
How to
set
up
embedded
analytics
inside
the
SAP
ERP
system
What are the benefits of embedded analytics
You
will
learn
about
the
options
with
SAP
BusinessObjects inside the SAP ERP system
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Fairfax Water
Largest water utility in Virginia
1.7 million individuals get their water from Fairfax
Water
AAA bond rating
400 employees
Fairfax Water
produces,
on
average,
167
million
gallons
of water per day
One out of five Virginians gets their water from Fairfax
Water
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What We’ll Cover …
Leveraging embedded analytics
Understanding embedded analytics
Looking at
the
new
reporting
features
that
come
with
enhancement package 5
Setting up embedded analytics inside SAP ERP system
Obtaining the
benefits
of
embedded
analytics
Review of Crystal with ERP
Wrap‐up
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Why Embedded Analytics
You have made a significant investment in your ERP system
Research shows that companies taking an embedded BI
approach outperform
the
average
as
well
as
those
with
a traditional on‐ premise approach to BI
Improves revenue, profit, cash flow, sales of pipeline
Aberdeen’s 2010 benchmarking report showed that day‐to‐
day decision
process
is
hindered
by
poor
data
quality
Users are already familiar with the ERP application can
spread the analytical capability to team members
Analytic functionality integrated with or embedded within
existing applications
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BI Wisdom 2013
BIWisdom.com
2013 Wisdom of Crowds ® Business Intelligence Market Study
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What We’ll Cover …
Leveraging embedded analytics
Understanding embedded analytics
Looking at
the
new
reporting
features
that
come
with
enhancement package 5
Setting up embedded analytics inside SAP ERP system
Obtaining the
benefits
of
embedded
analytics
Review of Crystal with ERP
Wrap‐up
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What Are Embedded Analytics?
You provide embedded analytics in the context of a business transaction
Characteristics
The user is able to see the information from inside an OLTP application in the same window, without having to drill down or invoke any command
The information
conveyed
is
concise
enough
to
convey a clear message
The information is always in the current context and directly applicable to the transaction at hand
Source: Oracle (www.oracle.com/technetwork/topics/ux/applications/510101.htm)
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SAP’s Definition of Embedded Analytics
Embedded analytics is the integration of SAP
BusinessObjects reports (BI content) into the SAP
Business Suite
Not a separate installation but part of the ERP
application
Includes pre
‐delivered
content
as
embedded
content
within SAP Business Suite applications
Content is embedded within standard business
processes of most SAP Business Suite applications
Customers have the ability to change it
Includes real‐time, operational data
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Context Aware
Limited interaction
from users
Pixel Perfect
Report inside ERP
Operational
Reporting without
delays
No need to
understand
complex data
model
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What We’ll Cover …
Leveraging embedded analytics
Understanding embedded analytics
Looking at
the
new
reporting
features
that
come
with
enhancement package 5
Setting up embedded analytics inside SAP ERP system
Obtaining the
benefits
of
embedded
analytics
Wrap‐up
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What New Reporting Features Come Ehp5
Reporting in SAP is often via SAP ALV reports or through SAP NetWeaver Business Warehouse
Using SAP
BusinessObjects
you
are
keeping
your
investment in existing reports
With SAP BusinessObjects becoming a part of the SAP landscape, you can look at taking advantage of the
toolset within
SAP
ERP
Predefined content delivered with SAP Crystal Reports and SAP BusinessObjects Dashboards (Xcelsius) (not covered here)
Integrated into
the
lifecycle
management
of
the
product
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What We’ll Cover …
Leveraging embedded analytics
Understanding embedded analytics
Looking at
the
new
reporting
features
that
come
with
enhancement package 5
Setting up embedded analytics inside SAP ERP system
Obtaining the
benefits
of
embedded
analytics
Wrap‐up
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Two Scenarios
SAP Crystal Reports
Transient Provider
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CRYSTAL REPORTS
Scenario 1
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Crystal Reports 2011 and SAP ERP
ABAP List Viewer
• Crystal Reports is able to use ABAP List Viewer (ALV) as
a data source for reporting (“thousands of reports”)
• You are
able
to
use
Crystal
Reports
objects
as
a layout
option for Web Dynpro ALV and SAP GUI ALV layouts
• You are able to create Crystal Reports objects as
templates for
all
users
• Crystal Reports objects become part of the software
logistics of the ALV“Use Crystal without making
an investment”
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Technical Requirements
Technical environment
Server side
Web Dynpro
or
SAP
GUI
ALV
on
enhancement
package 5
Client side
Crystal Reports
Viewer
for
SAP
Business
Suite
at
runtime
Crystal Reports Designer for report changes
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SAP GUI 7.10
Crystal Reports 2008
SP03
(only for design time)
SAP Crystal Reports Viewer for
SAP Business Suite Applications
SAP Business Suite 7 Innovations 2010
SAP NetWeaver 7.02
Client Server
Display Lists with SAP Crystal Reports
SAP Crystal Reports
2011
(only for design time)
or
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SAP Technical Requirements
Source: SAP
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Display ALV as a Crystal Report
SAP List Viewer Display Option Crystal Reports
Legacy reporting
More sophisticated users
Limited formatting
Gain Real
‐Time
Access
Improved User Experience
Gain Insight
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Bringing in the Information Consumer
Information Consumers – These users typically view predefined
and static content and perform relatively little drilling and filtering
on their own
Business Users – These users perform some moderate amount of drilling and filtering on their own
Expert Users – These users are much more likely to perform
resource‐intensive operations in the system, including ad‐hoc
analysis and
customization
(Source: SAP)
From Expert/Business To Information Consumer
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How to Embed Crystal Reports Inside SAP ERP
ALV (ABAP List Viewer) has several output options –
PDF, Excel, XML, and with enhancement package 5, SAP
Crystal Reports
2011/2013
SAP Crystal Reports Viewer 2011 (free) runs inside SAP
ERP
No
other
infrastructure
is
neededYou will need SAP Crystal Reports 2011/2013
Designer if you want to create your own
templates
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Configuration
IMG SAP NetWeaver® Application Server SAP
List
Viewer (ALV)
Maintain
SAP
GUI
‐Specific
Settings
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Crystal Viewer for SAP Business Suite
Applications
Crystal Reports Viewer for SAP Business Suite
applications – Download it from service.sap.com/notes,
SAP Note
1353044
Requires login credentials to the SAP Service
Marketplace
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Crystal Viewer Installation Steps
Run the installation file (xSAPCRVAdpt.exe) of the Crystal Reports Viewer for SAP Business Suite apps
It can be found here:
https://websmp202.sap‐ag.de/~form/handler?_APP=00200682500000001943&%20_EVENT=DISPHIE
R&HEADER=N&FUNCTIONBAR=N&EVENT=TREE&TMPL=01200615320200017144&V=INST
Requires login credentials to the SAP Service Marketplace
Prerequisites
Microsoft .NET Framework 2.0. or above needs to be
installedInstalled SAP GUI 7.10 or above Our experience: Not all machines meet the prerequisites
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Demonstration of Setup
DEMO
26
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Two Flavors
• Generic Crystal report: Enable usage of SAP
BusinessObjects tools immediately across all
ALVs within the whole suite (e.g., for printout or as
starting point to define specific Crystal Reports)
• Specific Crystal Report: Using formatting features
on top of data of a dedicated ALV layout. Can be
shipped as content or defined by customer.
Central idea
• Using Crystal Reports as a layout option for Web Dynpro
ALV and SAP GUI ALV
• Leverage ALV lifecycle management (LCM)
SOURCE: SAP
CrystalReport
Source: SAP
How does it work?
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How to Create a Specific Crystal Report
and Assign It as ALV Layout Option
Start ALV
Display with Generic
Crystal Report
Edit generated layout in
Crystal Report Designer
(additional license may
be required)
Save new specif ic Crystal
Report as ALV layout option
Source: SAP
Source: SAP
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Benefits of Embedded Crystal Reports
Automatically generate a Crystal Report based on the content of an existing SAP ERP report
Associate
a
specifically
designed
Crystal
Report
with
an
SAP List Viewer report
Import templates for a corporate identity
Crystal Reports becomes part of the ALV software
logistics – Leverages
existing
ALV
investment
You can import and export a Crystal Report
Simplification of navigation, especially in summarized financial reports
Response from
users
has
been
positive
Uses best‐of ‐breed reporting
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Benefits
Content is available, unlike before
Pixel perfect
Content rendered
as
a part
of
business
processes
No modeling needed
Access to ALV
Ease of
use
Expanding the use of BI to include the Information
Consumer
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Real Life Example – Inventory Forms
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Real‐Life Example: Financial Statements
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Crystal Summary
Reports off SAP transactions
Layout option for SAP List
Viewer (ALV)
Default and custom
Benefits to
customer
Best‐of ‐breed reporting
Real time
Leverage ALV investments
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Getting Started with Embedded Analytics
Existing SAP Business Suite/ERP customer with SAP BusinessObjects?
Consider
including
embedded
analytics Existing SAP Business Suite customer with no SAP
BusinessObjects?
Start with SAP Crystal Reports on ALV to
expose reports
embedded
in
real
time
Look at content with preformatted reports and dashboards
Considering SAP
Business
Suite?
Include embedded analytics in your planning
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Frequently Asked Questions
Q: Is a separate server needed?
A: No, this is inside your SAP ECC/ERP system
Q: Are
authorizations
needed?
A: No for SAP Crystal Reports, yes to report on transient
providers that use BW authorizations
Q:
What
about
performance
issues?
A: Limit data in result sets
Q: For embedded SAP Crystal Reports, does this work
for Crystal Reports for Enterprise?
A: No, you need to use SAP Crystal Reports 2008 SP 2 or
SAP Crystal Reports 2011
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Value of Embedded Analytics
Standardize on one platform for reporting: BI with a
consistent frontend
New
ways
of
navigating
the
data
Real‐time; no replication or duplication of data
0% 10% 20% 30% 40% 50% 60%
Speed of Adoption / Ease of
Deployment
Ability to tailor Analytical Functionality
Cultural and Process Improvements
Add value
to
existing
software
investments
Top Benefits of Embedded BIAdapted from an Aberdeen Study, February 2012
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Best Benefit: FREE
Embedded Crystal Reports
Transient provider
Depending on how you use them – both are FREE
features
If you
already
have
an
SAP
BusinessObjects
BI
4.0 license, transient provider is free
If you are not making changes to the
embedded Crystal
Reports
then
a design
time
license for Crystal Reports is not needed
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What We’ll Cover …
Leveraging embedded analytics
Understanding embedded analytics
Looking at
the
new
reporting
features
that
come
with
enhancement package 5
Setting up embedded analytics inside SAP ERP system
Benefits
of
embedded
analytics Other SAP ERP Options for Crystal
Wrap‐up
SAP Crystal Reports 2011 and SAP ERP
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41
SAP Crystal Reports 2011 and SAP ERP
Background
Use SAP ERP as a data source for Crystal Reports 2011 (BI 4.0)*
Create management and financial reports and distributethem in various ways in real time
Crystal
Reports
2011
is
an
incremental
upgrade
from
SAP
Crystal
Reports 2008
Ability to save reports in read‐only mode
Ability to save .XLSX format
Build custom applications using SAP Crystal Reports for Visual
Studio
Recommended for SAP ERP Reporting over SAP Crystal Reports for Enterprise
New start page
*BI 4.0 Feature Pack 3 can connect Crystal for Enterprise to ERP
Data Connectivity: SAP Crystal Reports 2011
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42
Data Connectivity: SAP Crystal Reports 2011
and SAP ERP
Software Required
Crystal Reports 2011 (client side)
SAP BusinessObjects
Enterprise
3.1
or
BI
Platform
4.0
SAP Integration Kit (XI 3.1 only)
SAP ERP
Available
Data
Sources
InfoSets
SAP queries
ABAP functions
Tables and cluster (Open SQL)
Source: SAP
ERP D t S C t l 2011/2013
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43
Transparent Tables
(Open SQL Driver)
InfoSets – Global and
standard
SAP Query – Global and
standard
ERP Data Sources Crystal 2011/2013
When to Use Crystal Reports for Enterprise
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• Universe on top of SAP ERP• Supported data sources
– Classic InfoSets
– ABAP Functions
– ABAP Queries
• Supported for Multi‐Source
Universes – Combine SAP ERP with other
sources, for example SAP BW or
SAP HANA, or non‐SAP data
sources
When to Use Crystal Reports for Enterprise
Wh t C t l R t f E t i
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45
When to use Crystal Reports for Enterprise
Data Source Recommendation
BI4 Universes (.UNX) Crystal Reports for Enterprise
BEx Query in BW 7.x Crystal Reports for Enterprise
SAP ERP Tables Crystal Reports 2011/2013
SAP ERP InfoSets / ABAP Functions Crystal Reports for Enterprise FP3/ SP4
BI Platform Driven Alerting Crystal Reports for Enterprise
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46
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Crystal for Enterprise Design Time against ECC
Crystal Reports for Enterprise – Run Time
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Crystal Reports for Enterprise – Run Time
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Demo
— Report
Conversion
49
Benefits of Crystal Reports for Enterprise &
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Crystal Reports 2011
Choose Crystal Reports 2011 or Crystal Reports for
Enterprise based on features needed
Move
to
Crystal
Reports
for
Enterprise
at
your
own
speed
Investments in existing reports are preserved
Reports created in Crystal Reports 2011 will
open in Crystal Reports Enterprise Designer
50
Co‐Existence Crystal Reports 2011 & Crystal
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Reports for Enterprise
SAP Crystal Reports 2011 and Crystal Reports for
Enterprise can run on the same desktop client
Migrate
managed
reports
to
Crystal
Reports
for
Enterprise by using Crystal Reports for Enterprise
Designer
51
What We’ll Cover …
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What We ll Cover …
Leveraging embedded analytics
Understanding embedded analytics
Looking
at
the
new
reporting
features
that
come
with
enhancement package 5
Setting up embedded analytics inside SAP ERP system
Obtaining the benefits of embedded analytics
Review of options of Crystal with SAP
Wrap‐up
Wrapping Up
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pp g p
Use SAP Crystal Reports for Enterprise for SAP ERP
reporting
Use
the
SAP
Community
Network
for
free
online
tutorials (sap.com/learnbi)
Use SAP Crystal Reports for Enterprise or Crystal
Business Suite Viewer for financial and management
operational real
‐time
reporting
Consider migrating from Crystal Reports 2011 to Crystal
Reports for Enterprise
Crystal
Reports
for
Enterprise
and
Crystal
Reports
2011
can operate side‐by‐side
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ASUG SAP
TechEd Pre
‐Conference
Day
Monday, October 21
BI4.1 & BW on HANA Hands‐on
SAVE THE DATE
Resources
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SAP Community Network
http://scn.sap.com/community/embedded‐
analyticshttp://scn.sap.com/community/crystal‐reports
http://scn.sap.com/community/bi‐
platform/businessobjects‐bi
‐for
‐sap
Sap.com/LearnBI – free tutorials
Additional Resources (cont.)
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Ingo Hilgefort, Integrating SAP BusinessObjects 4.x BI Platform with SAP NetWeaver (SAP PRESS, November 2011).
www.sap‐press.com/products/Integrating
‐SAP
‐
BusinessObjects‐BI‐Platform‐4.x‐with‐SAP‐NetWeaver.html
Ingo
Hilgefort,
Reporting
and
Analytics
with
SAP BusinessObjects (2nd Edition) (SAP PRESS, January
2012).
www.sap‐press.com/products/Reporting‐and‐
Analysis‐with
‐SAP
‐BusinessObjects
‐%282nd
‐
Edition%29.html
56
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Free online
tutorials
for
Business
Intelligence
from
SAP
• Free and easy access for everyone!• More than 800 how‐to tutorials
• Beginner and core tasks for BI users, analysts, and designers
• Interactive versions
hosted
on
SCN
• Video versions hosted on YouTube
• Tutorial links in product help, start pages, and documentation
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Questions
Feedback?
Please complete the online survey
Follow
me
on
Twitter
@tpowlas
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THANK YOU
FOR
PARTICIPATING
Follow me on Twitter @tpowlas
For ongoing
education
on
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area
of
focus,
visit ASUG.com