SAP Business Intelligence Quick Start Guide - Vinay Singh - E-Book

SAP Business Intelligence Quick Start Guide E-Book

Vinay Singh

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Beschreibung

Designing and deploying solutions using the SAP BusinessObjects Business Intelligence platform 4.2.




Key Features



  • Get up and running with the SAP BusinessObjects Business Intelligence platform


  • Perform effective data analysis and visualization for actionable insights


  • Enhance your BI strategy by creating different types of reports and dashboards using SAP BusinessObjects



Book Description



The SAP BusinessObjects Business Intelligence platform is a powerful reporting and analysis tool. This book is the ideal introduction to the SAP BusinessObjects Business Intelligence platform, introducing you to its data visualization, visual analytics, reporting, and dashboarding capabilities.







The book starts with an overview of the BI platform and various data sources for reporting. Then, we move on to looking at data visualization, analysis, reporting, and analytics using BusinessObjects Business Intelligence tools. You will learn about the features associated with reporting, scheduling, and distribution and learn how to deploy the platform. Toward the end, you will learn about the strategies and factors that should be considered during deployment.







By the end, you will be confident working with the SAP BusinessObjects Business Intelligence platform to deliver better insights for more effective decision making.




What you will learn



  • Work with various tools to create interactive data visualization and analysis


  • Query, report, and analyze with SAP Business Objects Web Intelligence


  • Create a report in SAP Crystal Reports for Enterprise


  • Visualize and manipulate data using an SAP Lumira Storyboard


  • Deep dive into the workings of the SAP predictive analytics tool


  • Deploy and configure SAP BO Intelligence platform 4.2



Who this book is for



This book is for Business Intelligence professionals and existing SAP ecosystem users who want to perform effective Business Intelligence using SAP BusinessObjects.

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Veröffentlichungsjahr: 2019

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SAP Business Intelligence Quick Start Guide

 

 

 

 

 

 

Actionable business insights from the SAP BusinessObjects BI platform

 

 

 

 

 

 

 

 

 

 

 

 

Vinay Singh

 

 

 

 

 

 

 

 

 

BIRMINGHAM - MUMBAI

SAP Business Intelligence Quick Start Guide

Copyright © 2019 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Commissioning Editor: Amey VarangaonkarAcquisition Editor: Reshma RamanContent Development Editor: Kirk DsouzaTechnical Editor: Suwarna PatilCopy Editor: Safis EditingProject Coordinator: Hardik BhindeProofreader: Safis EditingIndexer: Rekha NairGraphics: Alishon MendonsaProduction Coordinator: Jyoti Chauhan

First published: February 2019

Production reference: 1210219

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-78934-620-6

www.packtpub.com

 

To my daughter Nitara—Life is beautiful with you around.
 
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Contributors

About the author

 

Vinay Singh is a data science manager at BASF, Germany. He has over 12 years' experience in data warehousing and BI. Before joining BASF, he worked with multiple companies/customers, including SAP, Adobe Systems, Freudenberg, and T-Systems, which provided him with a good mix of product development and consulting experience.

His other publications include Real-Time Analytics with SAP HANA, published by Packt, Manage Your SAP Projects with SAP Activate, also published by Packt, and Creating and Using Advanced DSOs in SAP BW on SAP HANA, by SAP PRESS. He is a visiting research scholar at the National Central University of Taiwan, and a distinguished speaker at various forums.

 

I would firstly like to thank my wife, Minal, for her understanding of the time I spent on this book and for her regular feedback. I would also like to thank Prof. Dr. Shiuann-Shuoh Chen, for his encouragement and support in allowing me to work with student groups from the ERP center, National Central University of Taiwan. Finally, I would like to thank all the editors of this book, with special thanks going to Kirk Dsouza.

 

 

 

About the reviewer

 

Parag Terwadkar has extensive experience (over 12 years) in the IT industry and has worked in multiple technologies throughout his career, starting with SAP R/3 through to big data. He has spent several years working closely with clients, and currently works for Accenture GmbH in a managerial role.

He is also a FIDE rated chess player and loves spending lots of time participating in, and following, all kinds of sports.

 

 

 

 

 

 

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Table of Contents

Title Page

Copyright and Credits

SAP Business Intelligence Quick Start Guide

Dedication

About Packt

Why subscribe?

Packt.com

Contributors

About the author

About the reviewer

Packt is searching for authors like you

Preface

Who this book is for

What this book covers

To get the most out of this book

Download the color images

Conventions used

Get in touch

Reviews

Section 1: Introduction to SAP Business Intelligence

Overview of SAP BusinessObject Business Intelligence 4.2

BI and its benefits

Components of SAP BusinessObjects 4.2

Central Management Console

Central Configuration Manager

Lifecycle Management

Enterprise data sources for BI reporting tools

Information Design Tool

Creating a Universe with the IDT

Getting started with the tool

Creating a new relational connection

Creating a shortcut in our local folder

Creating a single source data foundation

Creating a new Business Layer with a file 

Creating a query on the Business Layer using Query Panel

Creating a BEx query to directly access SAP BW as a data source

Displaying the SAP HANA view using the SAP HANA live browser

Local data sources

Summary

Section 2: Data Visualization, Analysis, and Reporting

SAP BusinessObject Analysis

Introduction to SAP BusinessObjects Analysis for Microsoft

A basic workbook with SAP BusinessObjects Analysis for Microsoft

The list of groups 

The Data Source group 

The Data Analysis group 

The Combine and Display groups 

The Insert and Tools groups

Creating a SAP BusinessObjects Analysis workbook 

Creating a SAP BusinessObjects Analysis workbook based on an existing BEx query

Report to report interface 

SAP BusinessObjects Analysis for Microsoft PowerPoint

Inserting a data source in a workbook

Creating a PowerPoint presentation using SAP BusinessObjects Analysis for PowerPoint

Creating a PowerPoint presentation using analysis for PowerPoint based on SAP BW data 

Summary 

SAP BusinessObject Design Studio

Introduction to SAP BusinessObjects Design Studio

Interface elements of SAP BusinessObjects Design Studio

Working with the design tool 

Design Studio architecture

Deployment platform as BI

Deployment on SAP NetWeaver

Deployment on SAP HANA

Architecture for local mode

Use case – creating an analytical application

Summary 

SAP BusinessObject Web Intelligence

Introduction to SAP BusinessObjects WebI

Reporting with SAP BusinessObjects WebI

Querying with SAP BusinessObjects WebI

Analyzing with SAP BusinessObjects WebI

WebI calculations

Groups and sorts

Other features 

Application modes

Creating a WebI document based on an existing Universe 

WebI document based on SAP HANA view

Summary 

SAP BusinessObject Crystal Reports

Introduction to SAP Crystal Reports 

Toolbars in SAP Crystal Reports for Enterprise

Data sources for SAP Crystal Reports 

Data grouping and sorting

Creating a report in SAP Crystal Reports 

Creating the report with SAP HANA view as a data source 

Insight to Action

Summary 

SAP BusinessObject SAP Lumira

Introduction to SAP Lumira 

Use cases for Lumira 

Data preparation 

Prepare view

Date panel

Object Picker and column data manipulation panel

Data manipulation panel 

Data editing and cleaning panel

Data filtering in columns and charts 

Filter panel 

Number and date formatting 

Visualization and storyboards 

Chart types in SAP Lumira

Sharing the charts, stories, and datasets 

Sharing charts 

Sharing stories

Sharing datasets 

Sending charts by email 

Introduction to SAP Lumira Cloud 

Creating a SAP Lumira visualization 

Creating a Lumira report based on the eFashion packages and Universe

Creating a visualization using a SAP BW query

Creating a SAP Lumira storyboard

Summary 

SAP BusinessObject Predictive Analytics 2.0

Introduction to SAP BusinessObjects Predictive Analytics

SAP Automated Analytics and Expert Analytics features 

The data understanding phase 

The modeling and evaluation phase 

A classification example using Automated Analytics

Model performance indicators 

Automated Analytics – forecasting in SAP Predictive Analysis 

Configuring the Modeler and exploring the data

Building a classification model and analyzing the results

Summary 

Section 3: BI Platform Features and Deployment

BI Platform Features

Introduction to the BI platform features of SAP BusinessObjects 

SAP BusinessObjects BI platform security 

License type and access

User rights and permissions

Group hierarchy, groups, and subgroups

Rights in the BI platform

Object-level security

Folder-level security

Top-level folder security

Access levels

Inheritance 

Document settings for mobile access 

Web intelligence-specific settings for SAP BusinessObjects mobile and designing studio-specific settings 

Scheduling and emailing an SAP BusinessObjects Web Intelligence Report

Scheduling and sending a Webi document 

Summary 

BI Platform Deployment

Introduction to BI platform architecture 

SAP cloud strategy – BI solutions 

SAP Analytics Cloud

SAP Lumira

SAP BW/4HANA 

SAP Crystal Reports

SAP BusinessObjects BI4 for cloud deployment options

SAP BusinessObjects on SAP HANA

BI platform system overview

SAP BusinessObjects 4.2 – deployment 

Central Management Server database requests and system and API calls

Centralized versus decentralized

Agile Visualization functions and components

SAP BusinessObjects Lumira

SAP BusinessObjects Explorer

SAP BusinessObjects Analysis for OLAP

SAP BusinessObjects Predictive Analytics

Dashboards and applications 

SAP BusinessObjects Design Studio

SAP BusinessObjects dashboards 

Reporting in the BI platform

SAP BusinessObject Web Intelligence

SAP Crystal Reports

Universal semantic layer 

Benefits of business views

Overview of the BI platform suite 

Client-tier components for integration 

Information Design Tool

Data-tier components for integration 

Processing-tier components for integration 

Storage, management, and web-tier components for integration

SAP BusinessObjects platform – a tool for integration

Web interfaces

Semantic layer

Report content types

Summary

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Preface

This book will serve as an introduction to the SAP BusinessObjects BI platform, and will introduce readers to the different data visualization, visual analytics, reporting, and dashboarding capabilities of the tool. 

Who this book is for

BI professionals and existing SAP ecosystem users who wish to perform effective BI using SAP BusinessObjects will benefit from this book. It will serve as an introduction to the SAP BusinessObjects BI platform. By the end of this book, readers will be comfortable in using the SAP BusinessObjects tool for all their needs pertaining to BI for effective strategizing/decision making.

What this book covers

Chapter 1, Overview of SAP BusinessObject Business Intelligence 4.2, provides a high-level overview of SAP BusinessObjects BI 4.2. We will walk through SAP BI solutions and its benefits, identifying the components of SAP BusinessObjects 4.2 and enterprise data sources for SAP BI reporting tools. 

Chapter 2, SAP BusinessObject Analysis, explains how to create a basic workbook with SAP BusinessObjects Analysis (Microsoft Office edition). We will also see how to manage SAP NetWeaver BW and SAP HANA data sources for Microsoft Office functionality.

Chapter 3, SAP BusinessObject Design Studio, explains SAP BusinessObjects Design Studio and walks the reader through various concepts related to Design Studio, namely, initial view, layout, and architecture.

Chapter 4, SAP BusinessObject Web Intelligence, describes how to create an SAP BusinessObjects Web Intelligence document and how to use features such as query, report, and analyze with SAP BusinessObjects Web Intelligence (Webi)

Chapter 5, SAP BusinessObject Crystal Reports, describes how to create a report in SAP Crystal Report for Enterprise and explores the variety of toolbars and report elements that are available.

Chapter 6, SAP BusinessObject SAP Lumira, provides a general overview of SAP Lumira. We will learn how to visualize and manipulate data using an SAP Lumira storyboard.

Chapter 7, SAP BusinessObject Predictive Analytics 2.0, covers how to use SAP predictive analytics and explains how the SAP predictive analytics toolset can be used.

Chapter 8, BI Platform Features, explains how to use SAP predictive analytics, with a focus on data mining. 

Chapter 9, BI Platform Deployment, provides a general overview of the SAP BusinessObjects BI platform architecture, BI systems, and the elements contained within BI systems.

To get the most out of this book

You should have some basic knowledge of SAP and BI. Even though we will be discussing SAP BusinessObjects BI from scratch, some prior knowledge of SAP is always beneficial.

You will require access to SAP BusinessObjects systems. You may even acquire an Amazon Web Service / Microsoft Azure subscription for the BusinessObjects system required.

At the end of each chapter, there are exercises, with screenshots demonstrating how to carry them out. Please complete these exercises and also complete the activities that the author has set as learning exercises for readers.

Download the color images

We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: http://www.packtpub.com/sites/default/files/downloads/9781789346206_ColorImages.pdf.

Conventions used

There are a number of text conventions used throughout this book.

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Open the IDT and create a new project called UNI_relational_data as follows."

 

 

Bold: Indicates a new term, an important word, or words that you see on screen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Click on Information Design Tool."

Warnings or important notes appear like this.
Tips and tricks appear like this.

Get in touch

Feedback from our readers is always welcome.

General feedback: If you have questions about any aspect of this book, mention the book title in the subject of your message and email us at [email protected].

Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packt.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.

Piracy: If you come across any illegal copies of our works in any form on the internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.

If you are interested in becoming an author: If there is a topic that you have expertise in, and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.

Reviews

Please leave a review. Once you have read and used this book, why not leave a review on the site that you purchased it from? Potential readers can then see and use your unbiased opinion to make purchase decisions, we at Packt can understand what you think about our products, and our authors can see your feedback on their book. Thank you!

For more information about Packt, please visit packt.com.

Section 1: Introduction to SAP Business Intelligence

This section serves as an introduction to SAP BusinessObjects Business Intelligence 4.2, where we will set the tone for the book. It contains one chapter, covering an overview of the BI platform and various data sources for reporting purposes. This section contains only one chapter which is Chapter 1, Overview of SAP BusinessObjects Business Intelligence 4.2.

Overview of SAP BusinessObject Business Intelligence 4.2

This book will take you through the concepts related to SAP Business Intelligence (BI) and the tools associated with the SAP BusinessObjects BI platform 4.2. While we start with basic concepts and understanding the platform, and gradually progress to deeper insights into the various tools offered by the platform. The book offers a good overview of all the tools with examples of how to use the functionalities offered by each tool.

This chapter provides a high-level overview of SAP BusinessObjects BI 4.2. We will walk through SAP BusinessObjects BI 4.2 and its benefits, identifying the components of SAP BusinessObjects BI 4.2 and enterprise data sources for BI reporting tools. We will learn about the SAP BusinessObjects BI platform and different BI tools that are available to use in a business scenario. We will learn how to create a Business Explorer (BEx) query to directly access SAP BW as data source. We will use these data sources, connections, and business layers in upcoming chapters.

In this chapter, we will cover the following topics:

BI and its benefits 

Components of SAP BusinessObjects 4.2 

Enterprise data sources for BI reporting tools

Creating a BEx query to directly access SAP BW as data source 

Local data sources

BI and its benefits

BI is a strategic and reporting tool with sets of methodologies and processes for transforming data into meaningful insights, such as sales reports, slice and dice finance reports, and predictive analysis, to support decision making.

Some of the benefits are as follows:

Decreased query and reporting time

Identifying and track key performance metrics against their direct competitors and the overall market

It is fast at providing reports, performing analysis, and planning

It helps you make better business decisions

It directly helps to reduce costs, which leads to higher revenue for an organization

The SAP BusinessObjects BI platform provides an enterprise BI with systems that are scalable, flexible, and adaptive. They have a service-oriented architecture (SOA) that allows us to deploy and standardize SAP BusinessObjects BI implementations. SAP offers both a suite of reporting tools with a full spectrum of features and a new cloud solution as a so-called software-as-a-service (SaaS) offering. In this book, we will discuss the traditional SAP BusinessObjects tools and the new predictive analytics tools. With SAP BI, you can get insights in the following areas:

Data discovery

: With SAP BusinessObjects you can discover, analyze, and share. It can do the following:

Mash up data from multiple sources

Create visualizations

Combine visualizations to tell a story

Applications and dashboards

: It enables you to build engaging experience in the following ways:

It allows you to create dynamic and customizable applications and dashboards

You can engage in sophisticated planning and predictive applications 

out-of-the-box

It's capable of delivering engaging information to users where they need it

Reporting

: You can distribute formatted information:

Securely distribute information across the organization

Create interactive reports

Create personalized reports via email

Components of SAP BusinessObjects 4.2

SAP BusinessObject BI platform 4.2 is a reporting and analytics platform that targets business users. It is an innovation platform that simplifies, enhances, and extends the capabilities of BI. It consists of a number of reporting applications with which a user can discover data, create applications and dashboards, and perform analytics to derive business insights. The platform ensures increased responsiveness, reduced costs and workload, and helps organizations to make better decisions.

We need to understand the various tools available in SAP BusinessObject 4.2 to perform reporting. There are multiple management tools, platform services, and client tools in SAP BusinessObjects 4.2 that support the entire range of user reporting, queries, analysis, and performance management.

Some of the salient features of the SAP BI platform are as follows:

BI content management allows the secure storage of BI content

It provides a software development kit, which can be used by the

 

API to extend the solution or for making the process automated

It is possible to distribute personalized BI content to a large audience in an automated manner

It gives the ability to scale up and scale out to suit growing demand

It provides services to the audit trail for compliance or capacity planning

The following diagram shows the overview of the architecture of SAP BusinessObjects BI:

The following are some of the main BusinessObjects BI platforms:

Central Management Console

(

CMC

)

Server Intelligence Agent

(

SIA

)

Central Configuration Manager

(

CCM

)

Central Management Servers

(

CMS

)

Semantic layer tool

Client tools

In the next section, let's examine in detail the following platform tools for administration:

CMC

CCM

Lifecycle Management

(

LCM

) tools

Central Management Console

In SAP BusinessObjects BI, the CMC is the main web interface used to perform any administrative task, which also includes managing servers. It also allows us to publish and organize content, transfer BI platform objects across our SAP BusinessObjects BI platform landscape, and configure security settings. As the CMC is a web-based application, we can perform all the administrative tasks in a web browser on any computer that can connect to the web application server. All users can log on to the CMC to change their own preference settings. Only members of the administrators group can change management settings, unless a user is explicitly granted rights to do so. Roles can be assigned in the CMC to grant user privileges to perform minor administrative tasks, such as managing users in your group and managing reports in folders that belong to your team. 

The CMC is a web-based application that allows and enables you to do administrative tasks remotely.

Central Configuration Manager

CCM is tool that's used to view and modify server settings when the SAP BusinessObjects server processes are offline. It is widely used to create and configure nodes and to start and stop the web application server. Another very important usage of CCM is to configure the SIA and to start or stop the server. It can operate in both Unix and Microsoft Windows environments.

In a Unix environment, the shell script allows us to manage servers from the command line, and in Microsoft Windows we get a graphical user interface. The Microsoft Windows environment allows us to makes network parameter changes in one go to all servers within a node. 

Many users use CCM for troubleshooting and node configuration. For other administrative tasks, CMC is preferred.

Lifecycle Management

The LCM console is a web-based tool (within CMC) that allows the management of different versions of BI resources, dependencies, and a mechanism to