sap #bobj #bi 4.1 upgrade webcast series 8: converting desktop intelligence reports to web...

SAP BusinessObjects BI 4.1 Upgrade

Webinar Series

BI 4.1 DeskI to WebI Conversion and

Desktop Compatibility Pack (DCP)

Presenter: Merlijn Ekkel

Director SAP BI GTM

SAP Customer Experience Group

Brought to you by the Customer Experience Group

We bring to you all that you need

to successfully upgrade to the

SAP BusinessObjects BI Platform

You can find a BI 4.1 Upgrade

Overview page on SCN at:

http://scn.sap.com/docs/DOC-

Webinars also complement these

published resources:

http://scn.sap.com/docs/DOC-

SAP BusinessObjects BI Platform 4.1 Upgrade

Enablement

Legal Disclaimer

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results to differ materially from expectations. Readers are cautioned not to place undue reliance on

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Agenda

Deski to WebI Conversion

Reasons to Convert

Planning the Report Conversion

Report Conversion Tool

Best Practices and Tips

Desktop Intelligence Compatibility Pack Why DCP

What is DCP

How to use DCP

DCP Limitation

Sample DeskI Conversions (if time allows)

Reasons to Convert

Benefits of converting to Web Intelligence

There are different reasons why companies decide to undertake projects to convert

their Desktop Intelligence content to Web Intelligence. The benefits of these

projects to move to Web Intelligence can be measured in several ways:

• Reduced total cost of ownership (license price, maintenance cost, …)

• Reduced deployment time, resulting in a shorter time to market

• Business user empowerment through the ease of use and the large feature set

• Support for a more cost-beneficial architecture than Desktop Intelligence

• End-of-Life of Desktop Intelligence

Desktop Intelligence End of Life - Reminder

SAP BusinessObjects BI 4.x will not include Desktop Intelligence

Desktop Intelligence support on XI 3.x

Until 2015 for mainstream

maintenance

Until 2017 for Priority-One

support

For more information :

https://wiki.wdf.sap.corp/wiki/display/globalregions/DeskI+End+of+life

Planning the Report

Conversion

Planning your reports migration

Milestone 1 Milestone 2 Milestone 3 Milestone 4

Planning

Implementation

Cutover

Go Live

Typical report migration project

Considerations before

migrating reports

Assessment / Audit of current use

Gathering requirements

Time and Deadlines

Resources (IT/HW)

Revoking Deski rights

Training / Education

Backup

Planning, Questions you have to ask yourself (1)

• Do you have enough information about the possibilities of Web Intelligence?

• How many people are impacted? How are they informed? How can they get support?

• Have you considered moving your Desktop Intelligence deployment to Web Intelligence?

If not, please explain

If yes, please describe the level of involvement and role of the users involved in the project

to move from Desktop Intelligence to Web Intelligence

IT / Development

BI Project owners

Report Authors

BI Analysts

Business end-users

External resources

• Do you have information about your current Desktop Intelligence deployment:

• Can you categorize the existing documents into crucial, useful, redundant, …

• Who is using the information?

• Do you use the following features in your current Desktop Intelligence deployment:

Personal data providers

Free hand SQL

• Do you have a global plan for sourcing the move to Web Intelligence (IT / Business users /

External resource)?

• Do you have a training plan?

• What is the status / timing for your move from Desktop Intelligence to Web Intelligence?

Select the option that best describes your situation and add some comment

• Have investigated but won’t move any content to Web Intelligence due to planning, process

or resource issues

• Have investigated but won’t move any content to Web Intelligence due to missing features

• In the process of moving some projects to Web Intelligence, although many Desktop

Intelligence reports remain

• In the process of moving most projects to Web Intelligence, although some Desktop

Intelligence reports remain

• In the process of moving all projects to Web Intelligence, abandoning Desktop Intelligence

• Completed the move to Web Intelligence, no Desktop Intelligence reports remain

Planning, the Conversion process; Step by Step

Step 1: get the lists of the documents from the various business departments

along with their priorities

Step 2: set full client documents as source, migrate these with the upgrade

management tool.

Step 3: run the conversion using the report conversion tool

Step 4: review conversion result, review the logs

Step 5 :Estimate the level of rework for each document. Set categories: no

rework / some rework / a lot of rework / needs to be recreated

If not validated, the documents are sent back to the conversion team

Planning, the Conversion process; Step by Step

Step 6: handle the rework

3 versions: source, in progress, completed

Checking the content and testing the refresh

Step 7: involve business owners for validation

The conversion complete documents are migrated to a quality platform for user

acceptance testing

If not validated, the documents are sent back to the conversion team

Step 8: finish document lists for each department and deliver packages to

the conversion/migration team

Checklist

Checklist: Gathering requirements

Gathering

information on Deski

features commonly

used (Free Hand

SQL, grouping, VBA

etc…

1- Review current BO environment

Newer systems have a direct upgrade path

Older systems may require extra steps

2- Impact on users

Deski is End of Life. Assess impact of

reducing then stopping the usage of Deski.

Conversion available but rework might be

needed

3- Features

Some features may be included already in XI

3.1 or staged to a later BI 4 release

Lots have been introduced

Some features are deprecated or replaced

Identify most used

and important

reports. Identify pain

points, check if Webi

can address them

Review versions

(BO5,6,XI,XIR2

etc..) to define

appropriate

migration path

Checklist: Gathering requirements

4- Content inventory and cleanup

Should you migrate all Deski reports content

or take the opportunity for some cleanup?

Identify unused report for archiving

5- User Acceptance / Validation

Set categories: no rework / some rework / a

lot of rework / needs to be recreated

Estimate the level of rework for each

document

6- User training

Discuss training / support needs with users

Use RCT to review

and assess the level

of work needed.

Apply workarounds

for feature gaps

Recommendation to

at least do some

cleanup before

upgrading

Use Classroom, e-

learning, SDN

forums as useful

resources

Audit Current Deski reports use (XI3.x) – 1/4

Go in the CMC > Applications > Desktop Intelligence >

Audit Events

Auditing Deski reports usage (XI3.x) – 2/4

Then go in CMC > Servers > AdaptiveProcessing Server

> Audit Events

Then go in CMC > Servers > AdaptiveProcessing Server

> Audit Events

In CMC > Servers > AdaptiveProcessing Server >

Properties, you should see :

Open a client tool (Deski, Webi Rich Client…) and use the

Activity universe

Create a query and retrieve necessary information on Deski

usage :

Migration Path

Migration Path : two workflows

CMS XI 3.x

report

CMS 4.0

report

CMS XI 3.x

report

1 a) Use the XI 3.x Report

conversion tool to convert

Desktop Intelligence reports

to Web Intelligence reports on

the same stack

1 b) Use the 4.0

Upgrade

management tool to

promote the content

2. Use the 4.0 Report conversion

tool to convert Desktop Intelligence

reports to Webi reports and publish

them to an 4.0 system

Desktop Intelligence no longer

available in BI 4.0 CMS

Upgrading reports

Desktop Intelligence

Fully Converted Partially Converted Not Converted

COMPARE

Check modifications

using Delta Viewer

(Report Comparison Tool)

Analyze the causes of

problems during the

conversion. Workaround can

be proposed

Assessment

No rework, some rework, lots of

rework, rethink report ,need to be

recreated

About Upgrade management tool Desktop Intelligence

Plug-In

Using the Desktop Intelligence plug-in for the upgrade management tool is optional

Use when Desktop Intelligence document dependencies are not clear, and when you will

be using the 4.0 Report Conversion tool rather than the XI 3.x Report conversion tool to

convert Desktop Intelligence documents.

The plug-in is intended only to calculate dependencies and bring it forward to 4.0 CMS, not

to upgrade Desktop Intelligence documents.

Upgrade management tool Desktop Intelligence Plug-In

Warning indicates

that Desktop

Intelligence

documents were not

updated

Desktop Intelligence

documents excluded

from upgrade

Technical Implementation

Report Conversion Tool / Audit

Audit reporting

Comparison - Delta Viewer

RCT allows you to save

the conversion results to

the audit database.

Essentially remains the same as

in the prior versions of RCT.

Standard RCT Audit reports are

available as before, using 4.0

connection.

You can view the comparison of

the converted reports using the

Delta Viewer

Audit reporting

Review the audit information and

rework your converted report

accordingly

Comparison – Delta Viewer

Compare the results and value

sof the Desktop Intelligence

conversion to make sure that the

data integrity is kept Select the report element that

you want to compare

Focus on… Reporting (new and catchup features)

Code migration (SDK)

Reporting Features: BI 4.x WebIntelligence highlights

Planned

Freehand SQL (see SCN )

Templates

New UI - Improved User Experience

64 bits server - Handling of documents of large sizes. End of 2Gb memory limit

Fold/Unfold - Vertical and Horizontal

Input Controls - What-if , Slice and Dice dynamic Analysis

Fit to Page - Catch-up from Deski

Charting - More charts and better visualizations

Show / Hide - Catch-up from Deski

Data Manager - Catch-up from Deski

Grouping - Catch-up from Deski

Input Controls - Enhanced usability for using filters

Reporting Features : Cross versions view

Web Intelligence Release

Desktop Intelligence Feature XIR2 XI 3.0 XI 3.1 XI 3.1 SP2 BI 4.0

Edit SQL a a a a a

Offline Capability a a a a

Personal Data Providers a a a a

MultiCube (ForceMerge) Function a a a a

Document Autosave and Recovery a a a

Support Large Datasets a a a

Query on Query a a

Fold / Unfold a a

Input Controls a a

Fit to page a

Show/Hide a

Full list of feature, tips tricks, workarounds on the SAP WIKI:

http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig

ence+to+Web+Intelligence

Code Migration : A case by case assessment

1- Assess the use of VBA in your company

Have you invested a lot in macros ?

Are the macros critical for your day to day

operations?

2- Review of BI 4 platform and reporting offer

Does the BI4 embed the features that can

replace the macros developed?

Do the BI4 features enable workarounds that

can be used instead of the macros?

3- Assess current and future SDK possibilities

Our macros really needs to be rewritten?

XIR3 RE SDKs : Java and .NET

BI 4 RE SDKs : Evolving, see next slide.

Can we take

advantage of webi

catchup and new

features to work

more efficiently?

Can we make the

transition smoothly

without the use of

our old macros?

Can the SDK

offering fill the gaps

and can answer

your needs ?

Code Migration : BI4.1 WebIntelligence SDK limitations

No Webi SDK for .NET

Interactive .NET viewer for Sharepoint, only based on the Java

Applet client.

Full editing capabilities with Java Report Panel

JAVA SDK…evolving

No public support of next generation REBEAN (v3 – new client and

DSL features)

Support of existing WebIntelligence SDK customization (REBEAN

v2 – with limitations see next slide)

Evolution towards a RESTful architecture is taken by SAP.

RESTful Web Service Documentation available via link

Feature Planned for BI 4.1 SP05 Planned POST BI4.1 SP05

Migrate Deski Document with

FHSQL to WebI FHSQL avia RCT avia RCT

Refresh FHSQL DP a a

Create / Remove FHSQL DP aVia Extension points

sample

aFully integrated in UI

+ Extension points sample

Support @Variables a a

Edit FHSQL DP

• Change CNX

• Change Metadata type

• Update SQL

Multi flow result set x tbd

FHSQL deliveries in 4.1 SP5 and further release (1)

Disclaimer: The release of FHSQL or any of it’s features is subject to change without any notification

FHSQL is planned for BI4.1 SP5 as an initial version.. Keep track on the plans

via : http://scn.sap.com/community/businessobjects-web-

intelligence/blog/2014/09/29/freehand-sql-fhsql-is-coming-to-web-intelligence

FHSQL deliveries in 4.1 SP5 and further release (2)

Sample Conversion

Sample Conversion – Upgrade Manager

Promote XI3.x Content into BI4.1

UMT – Scenario Selection

UMT – Logon to Source and Destination

UMT – Source Object Selection

UMT – Object Options for Instances

UMT – Select Objects for Upgrade

UMT – Summary screen

Note: DeskI

reports from XI3.x

are selected for

the Upgrade

UMT – Upgrade Options

UMT – Upgrade Progress

UMT – Upgrade Finished

Sample Conversion – Report Conversion Tool

Convert Deski reports from XI3.x to BI4.1 Web Intelligence

RCT – Logon Dialog

RCT – Selection of Report

RCT – Selected Reports for Conversion

RCT – Conversion in Process

RCT – Conversion Completed

RCT – Audit Conversion

RCT – Report Comparison

RCT – Publish to BI40

RCT – Publishing in Progress

RCT – Conversion Completed

Run RCT and collect Conversion Results Audit in your planning phase

Evaluate results during planning phase

Determine to convert report or rebuild

Determine where to solve issues (DeskI or WebI)

Determine Target WebI Version (BI4.1 SP4 has the highest parity)

Convert reports in batches and record logical description in comment field

Resolve issues per report tab (based on Audit trail)

Archive Converted Deski Documents after conversion (keep CMS clean)

Sample Conversion – Fixing the issues

Conversion Sample 1

Conversion Sample 2

Conversion Sample 3

Conversion Sample 4

Desktop Intelligence Compatibility Pack

Desktop Intelligence End-of-Life Announcement*

Desktop Intelligence 3.1 is the last commercial version

SAP BusinessObjects Business Intelligence 4.0 does NOT include Desktop

Intelligence

Desktop Intelligence will continue to be supported on XI 3.x

Mainstream maintenance: Until 2015

Priority-One support: Until 2017

* The official End-of-Life statement is available on Service Market Place

Background

We understand the challenges in migrating

We’ve been working closely with customers in their move to BI 4.0

One of the requests from customers is the ability to support their DeskI

(.rep) content in BI 4 as they continue to convert them.

We’ve been investigating…

A Solution which:

Allows consumption .rep from BI 4

Providing additional time for conversion

Reduce TCO for customers

Also doesn’t:

Conflict with the DeskI EoL

Cause a roll-back in the strategic move from DeskI to WebI

IMPORTANT

DESKI IS NOT BACK

Solution: Desktop Intelligence Compatibility Pack

• Desktop Intelligence Compatibility Pack (DCP)

• Will be delivered in FP 6.1

• The DeskI Client can now connect to a SAP

BusinessObjects Business Intelligence 4.1 CMS

• Introduce a Light Schedule functionality using the

windows scheduling functionality

• DeskI documents will be listed ONLY in the Central

Management Console (CMC) for administrative

purposes ONLY

• Minimum deprecation of DeskI Client functionality

• Only Client side consumption of .rep content

BI 4.1

Fix Pack 6.1

(with DCP)

XI 3.1 SP6

Solution: Update to BI 4.1

• DeskI documents can now be moved to

BI 4.1 using Upgrade Management Tool

(UMT) 4.1

• RCT will now also be able to connect

to a BI 4.1 CMS as source for .rep

document for conversion

• DeskI documents will be listed in the

Central Management Console (CMC)

for administrative purposes ONLY

XI 3.x

Upgrade Manager

Report Conversion

Tool 4.1

Using DCP (1)

To enable DCP and connect Deski XI3.1 SP6 FP1 or higher against a BI4.1

environment a single configuration steps have to be executed:

Manually copy the <server>.extranet file

copy from: "C:\Users\<User>\Documents\My SAP BusinessObjects

Documents\LocData” (BI41 location)

to: "C:\Users\<User>\Documents\My Business Objects Documents\LocData”

(XI31 location)

To create the file if not available, please check the DCP FAQ

Using DCP (2)

Are there any changes in functionality when using DCP?

Except for Scheduling, DeskI Desktop Client with DCP is expected to have the

same behavior and functional capabillities of DeskI 3.1

Running Macros with 3.1 CMS when DCP is installed

If you use DeskI SDK script, please refer to SAP NOTE: 1896616

DCP Limitations

As there are no Desktop Intelligence engines within the BI4.x Platform,

several limitation are to be considered when leveraging DCP

1. Scheduling is processed on client side (using Windows Scheduler)

2. DCP Scheduling is only compatible with Windows 7/8/8.1

3. When the user is connected to a BI 4.1, Login As to a SBOP Enterprise 3.1

Server will not work due to limitations. The user will have to Exit DeskI

client and login to the SBOP Enterprise 3.1 Server

4. Opening DeskI Desktop Client in 3-tier/ZABO mode from BI Launchpad is

NOT supported

5. When BI 4.1 Clients is installed side by side to 3.1 Clients, Opening DeskI

3.1 from Infoview will not work

DCP Scheduling

Scheduling for DCP is executed by Windows Scheduler (Win7/8/8.1) on the

client side (no server based scheduling)

Scheduling works in both 2 and 3 tier mode

Schedules can be created while importing/exporting documents

Schedules can be managed via Windows Task Scheduler

Key Links for DCP

Introduction to DCP

DCP FAQ

DCP Slidedeck

Webinar Series

Sample Conversion 1

Conversion of ANNUAL.REP

Sample Conversion 1 – FAILED

Error Stucture

Focus Audit Severity Error Cause Error Source Error Type Error Subtype Error Text Error Keyword

Conversion

Result

Conversion

Workaround

Error BusinessObjects

document or Desktop

Intelligence document

cannot be opened

FC Error on

BusinessObjects or

Desktop Inte

BusinessObjects

or Desktop

Intelligence

Document

cannot be read

BusinessObjects

or Desktop

Intelligence

.wid document

could not be

created

Remove

protection

password if set

Sample Conversion 2 - Annual Sales Revenue / Chart 1

Report in DESKI

Sample Conversion 1 – ANNUAL.REP

Issue: Universe not available in source or no rights to use the Universe

Steps to repair the missing components in WebI after the conversion:

1. Import Universe into Source Systems

2. Enable appropriate rights

3. Rerun Upgrade Management Tool to upgrade universe

4. Rerun Report Conversion Tool to convert report

Sample Conversion 2

Conversion of EFASH2.REP

Sample Conversion 2 – Partially Converted

Error Stucture

Severity Error Cause Error Source Error Type Error Subtype Error Text Error Keyword

Error Conversion

Result

Conversi

Workaro

Annual Sales

Revenue / Chart 1

Advisory Not available in Web

Intelligence

Converter Chart 3D Chart All walls have the

same color in Web

Intelligence charts

Walls Same color has been

applied to all walls of

the Web Intelligence

Annual Sales

Revenue / Chart 1

Intelligence

Converter Chart 3D Chart Rotation, Elevation,

and Start angle are

not available in Web

Intelligence 3D

charts

3D View Default setting for 3D

View has been set to

Annual Sales

Revenue / Chart 1

Intelligence

Converter Chart Pie/3D Chart Plot area does not

exist in Web

Intelligence Pies and

3D Charts

Plot area Plot area has been

removed

Annual

Variance/Table

1/Year For variance

Warning Not available in Web

Intelligence

Converter Breaks Break on object

not present in

Breaks in Web

Intelligence can only

be set on objects

present in the block

Break on object Break has been

removed

Annual

Variance/Table

1/Year For variance

Intelligence

Converter Breaks Variance breaks Variance breaks not

available in Web

Intelligence

Variance break Break has been

removed

Chart / Chart 1 Advisory Not available in Web

Intelligence

Converter Chart Element Position Chart legend position

cannot be maintained

in Web Intelligence

charts

Legend Chart legend has

been displayed on

right position of the

WebIntelligence chart

Chart / Chart 1 Warning Not available in Web

Intelligence

Converter Chart Multiple Groups Multiple groups not

available in Web

Intelligence charts

Multiple Groups Only first group has

been kept in migrated

Sample Conversion 2 – Issue 1

Error Stucture

Error Conversion

Result

Conversi

Workaro

Annual Sales

Revenue / Chart 1

Intelligence

same color in Web

Intelligence charts

Annual Sales

Revenue / Chart 1

Intelligence

and Start angle are

Intelligence 3D

charts

Annual Sales

Revenue / Chart 1

Intelligence

exist in Web

3D Charts

removed

Annual

Variance/Table

1/Year For variance

Intelligence

not present in

Breaks in Web

be set on objects

removed

Annual

Variance/Table

1/Year For variance

Intelligence

available in Web

Intelligence

removed

Intelligence

in Web Intelligence

charts

been displayed on

Intelligence

available in Web

Intelligence charts

Report in DESKI

Report in WebI

after Conversion

Issue: 3D Graph not properly converted & the mapping of the objects in the

charts have been lost

1. Assign the correct data to the Bar Chart

2. Switch on 3D look

3. Remove legend

Error Stucture

Error Conversion

Result

Conversi

Workaro

Annual Sales

Revenue / Chart 1

Intelligence

same color in Web

Intelligence charts

Annual Sales

Revenue / Chart 1

Intelligence

and Start angle are

Intelligence 3D

charts

Annual Sales

Revenue / Chart 1

Intelligence

exist in Web

3D Charts

removed

Annual

Variance/Table

1/Year For variance

Intelligence

not present in

Breaks in Web

be set on objects

removed

Annual

Variance/Table

1/Year For variance

Intelligence

available in Web

Intelligence

removed

Intelligence

in Web Intelligence

charts

been displayed on

Intelligence

available in Web

Intelligence charts

Sample Conversion 2 - Chart / Chart 1

Report in DESKI

Sample Conversion 2 - Chart / Chart 1

Report in WebI

after Conversion

Sample Conversion 2 - Revenue Year 2001 / Chart 1

Issue: Graph with Multiple Axes are not properly converted & the mapping of

the objects in the charts have been lost

1. Change the layout of the chart to a BAR + Line

2. Assign the correct data to the Chart

3. Change display of chart regions

4. Change Plot Area for Bar Chart

Error Stucture

Error Conversion

Result

Conversi

Workaro

Annual Sales

Revenue / Chart 1

Intelligence

same color in Web

Intelligence charts

Annual Sales

Revenue / Chart 1

Intelligence

and Start angle are

Intelligence 3D

charts

Annual Sales

Revenue / Chart 1

Intelligence

exist in Web

3D Charts

removed

Annual

Variance/Table

1/Year For variance

Intelligence

not present in

Breaks in Web

be set on objects

removed

Annual

Variance/Table

1/Year For variance

Intelligence

available in Web

Intelligence

removed

Intelligence

in Web Intelligence

charts

been displayed on

Intelligence

available in Web

Intelligence charts

Sample Conversion 2 - Annual Variance/Table 1/Year For

variance

Report in DESKI

variance

Report in WebI

after Conversion

variance

Issue: Variance Function from DeskI does not exist in WebI

1. Create Variables for all measures and years

2. Rebuild Table using Variables

3. Add Variance Calculations in table

Sample Conversion 3

BR_DWH_Financieel_Beheer

Sample Conversion 3 – Partially Converted (1)

Error Stucture

Error Conversion

Result

begroting t/m

koptekst / Formula:=

="Begroting t/m:

"+UserResponse

("Q1 grootboek vorig

boekjaar" ,...

Advisory Not yet converted Converter Variable Detail Detail variables

have no associated

dimension in Web

Intelligence

Detail variable Detail created

without an

associated

dimension

Kosten Beheer-

organisatie naar

Afdelingen (420) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

Converter Chart Element Position Chart legend

position cannot be

maintained in Web

Intelligence charts

been displayed on

WebIntelligence

Kosten Beheer-

organisatie naar

Afdelingen (420) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

Converter Chart Element Position Chart title can only

be displayed at top

position in Web

Intelligence charts

Title Chart title has

been displayed on

top position of the

Web Intelligence

Kosten Beheer-

organisatie naar

Soorten (410) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

position cannot be

maintained in Web

Intelligence charts

been displayed on

WebIntelligence

Kosten Beheer-

organisatie naar

Soorten (410) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

be displayed at top

position in Web

Intelligence charts

been displayed on

top position of the

Web Intelligence

Liq.overzicht op

Journaalcode en

rek.nr.(461)/Draaitab

Intelligence

Converter Block format General Across options for

crosstabs are not

available in Web

Intelligence

Crosstab across

edge display

options

Crosstab option

has been removed

Liquiditeitenoverzich

t op Journaalcode

(460)/Draaitabel 1

Intelligence

crosstabs are not

available in Web

Intelligence

Crosstab across

edge display

options

Crosstab option

has been removed

Sample Conversion 3 – Partially Converted (2)

Error Stucture

Error Conversion

Result

rest / Formula:=

=Mod(LineNumber()

have no associated

dimension in Web

Intelligence

without an

associated

dimension

Winst en

Verliesrekening

(405)/V&W rubriek

omschrijving

Intelligence

Converter Filter Complex Global

Filters

The formula of a

global filter in

Desktop

Intelligence cannot

be migrated into a

Web Intelligence

report filter

Complex Global

Filters

Global complex

filter has been

removed

Winst en

Verliesrekening

(407)/V&W rubriek

omschrijving

Intelligence

Filters

The formula of a

global filter in

Desktop

Intelligence cannot

be migrated into a

Web Intelligence

report filter

Complex Global

Filters

Global complex

filter has been

removed

Winst en

Verliesrekening

Grafieken (406) /

Grafiek 1

Intelligence

position cannot be

maintained in Web

Intelligence charts

been displayed on

WebIntelligence

Error Stucture

Error Conversion

Result

begroting t/m

="Begroting t/m:

"+UserResponse

boekjaar" ,...

have no associated

dimension in Web

Intelligence

without an

associated

dimension

Kosten Beheer-

organisatie naar

Afdelingen (420) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

position cannot be

maintained in Web

Intelligence charts

been displayed on

WebIntelligence

Kosten Beheer-

organisatie naar

Afdelingen (420) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

be displayed at top

position in Web

Intelligence charts

been displayed on

top position of the

Web Intelligence

Kosten Beheer-

organisatie naar

Soorten (410) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

position cannot be

maintained in Web

Intelligence charts

been displayed on

WebIntelligence

Kosten Beheer-

organisatie naar

Soorten (410) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

be displayed at top

position in Web

Intelligence charts

been displayed on

top position of the

Web Intelligence

Liq.overzicht op

Journaalcode en

Intelligence

crosstabs are not

available in Web

Intelligence

Crosstab across

edge display

options

Crosstab option

has been removed

t op Journaalcode

(460)/Draaitabel 1

Intelligence

crosstabs are not

available in Web

Intelligence

Crosstab across

edge display

options

Crosstab option

has been removed

Report in DESKI

Report in WebI

after Conversion

Issue: The Detail object does not have a related dimension object

1. Assign Detail object to a dimension

Error Stucture

Error Conversion

Result

begroting t/m

="Begroting t/m:

"+UserResponse

boekjaar" ,...

have no associated

dimension in Web

Intelligence

without an

associated

dimension

Kosten Beheer-

organisatie naar

Afdelingen (420) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

position cannot be

maintained in Web

Intelligence charts

been displayed on

WebIntelligence

Kosten Beheer-

organisatie naar

Afdelingen (420) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

be displayed at top

position in Web

Intelligence charts

been displayed on

top position of the

Web Intelligence

Kosten Beheer-

organisatie naar

Soorten (410) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

position cannot be

maintained in Web

Intelligence charts

been displayed on

WebIntelligence

Kosten Beheer-

organisatie naar

Soorten (410) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

be displayed at top

position in Web

Intelligence charts

been displayed on

top position of the

Web Intelligence

Liq.overzicht op

Journaalcode en

Intelligence

crosstabs are not

available in Web

Intelligence

Crosstab across

edge display

options

Crosstab option

has been removed

t op Journaalcode

(460)/Draaitabel 1

Intelligence

crosstabs are not

available in Web

Intelligence

Crosstab across

edge display

options

Crosstab option

has been removed

Report in DESKI

Report in WebI

after Conversion

Issue: Graph Items for Legend, Title and Data Assignment lost during

conversion

1. Re-Assign objects to chart

2. Reposition Legend

3. Re-Enable Title and enter Title definition

4. Reset Bar Chart Plot Area

Error Stucture

Error Conversion

Result

begroting t/m

="Begroting t/m:

"+UserResponse

boekjaar" ,...

have no associated

dimension in Web

Intelligence

without an

associated

dimension

Kosten Beheer-

organisatie naar

Afdelingen (420) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

position cannot be

maintained in Web

Intelligence charts

been displayed on

WebIntelligence

Kosten Beheer-

organisatie naar

Afdelingen (420) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

be displayed at top

position in Web

Intelligence charts

been displayed on

top position of the

Web Intelligence

Kosten Beheer-

organisatie naar

Soorten (410) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

position cannot be

maintained in Web

Intelligence charts

been displayed on

WebIntelligence

Kosten Beheer-

organisatie naar

Soorten (410) /

Grafiek Rubr4 naar

afdelingen

Berg/Real

Intelligence

be displayed at top

position in Web

Intelligence charts

been displayed on

top position of the

Web Intelligence

Liq.overzicht op

Journaalcode en

Intelligence

crosstabs are not

available in Web

Intelligence

Crosstab across

edge display

options

Crosstab option

has been removed

t op Journaalcode

(460)/Draaitabel 1

Intelligence

crosstabs are not

available in Web

Intelligence

Crosstab across

edge display

options

Crosstab option

has been removed

Report in DESKI

Report in WebI

after Conversion

Issue: Header and Footer options across page are not properly converted

1. Edit the Cross Chart Properties

2. Reapply required Horizontal and Vertical setting for Layout

Sample Conversion 3 –Issue 4

Error Stucture

Error Conversion

Result

rest / Formula:=

=Mod(LineNumber()

have no associated

dimension in Web

Intelligence

without an

associated

dimension

Winst en

Verliesrekening

(405)/V&W rubriek

omschrijving

Intelligence

Filters

The formula of a

global filter in

Desktop

Intelligence cannot

be migrated into a

Web Intelligence

report filter

Complex Global

Filters

Global complex

filter has been

removed

Winst en

Verliesrekening

(407)/V&W rubriek

omschrijving

Intelligence

Filters

The formula of a

global filter in

Desktop

Intelligence cannot

be migrated into a

Web Intelligence

report filter

Complex Global

Filters

Global complex

filter has been

removed

Winst en

Verliesrekening

Grafieken (406) /

Grafiek 1

Intelligence

position cannot be

maintained in Web

Intelligence charts

been displayed on

WebIntelligence

Report in DESKI

Report in WebI

after Conversion

Issue: Due to Complex Filter definition in DeskI report, Conversion of details

in report failed. Complex Filters cannot be converted

No option to hide solely the Section Header/Footer in WebI, Section Hide

function in Webi differ from DeskI

1. Reformat Sections

2. Reapply Filter settings

3. Report is build with folded Table Structures.. This is not a best practice as

they are not needed.. Reformatting the full tables are required

*Easies way is to build report layout from scratch and copy/paste tables/cells

back to the new report

Sample Conversion 4

Error Stucture Focus Audit

Error Conversion

Result

Actual vs Available by

Pallet - All Detail/Table

Warning Not available in

Web Intelligence

Converter Breaks Break on multiple

dimensions

Breaks in Web Intelligence can only be

set on one dimension

Break on multiple

dimension

Break has been

removed

1/Supplier Name

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Pallet - Supplier

Level/Table 1

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Pallet - Supplier

Level/Table 1/Supplier

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - All

Detail/Table 1

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - All

Detail/Table 1/Pallet Id

Web Intelligence

Converter Filter Complex Block Filters A formula from a Desktop Intelligence

block filter cannot be migrated into a

Web Intelligence block filter

Complex Block

filters

Block complex filter

has been removed

Cancelled - All

Detail/Table 1/Supplier

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - By

Supplier/Table 1

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - By

Supplier/Table 1/Pallet

Web Intelligence

Complex Block

filters

has been removed

Cancelled - By

Supplier/Table

1/Supplier Name

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Error Conversion

Result

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

1/Supplier Name

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Pallet - Supplier

Level/Table 1

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Pallet - Supplier

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - All

Detail/Table 1

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - All

Web Intelligence

Complex Block

filters

has been removed

Cancelled - All

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - By

Supplier/Table 1

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - By

Web Intelligence

Complex Block

filters

has been removed

Cancelled - By

Supplier/Table

1/Supplier Name

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Report in DESKI

Report in WebI

after Conversion

Issue: Web Intelligence cannot have multiple objects in a break.

Option 1

1. Apply Breaks on the individual levels and restructure table

Option 2

1. Create a variable containing the required format from dimensions

Error Conversion

Result

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

1/Supplier Name

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Pallet - Supplier

Level/Table 1

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Pallet - Supplier

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - All

Detail/Table 1

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - All

Web Intelligence

Complex Block

filters

has been removed

Cancelled - All

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - By

Supplier/Table 1

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Cancelled - By

Web Intelligence

Complex Block

filters

has been removed

Cancelled - By

Supplier/Table

1/Supplier Name

Web Intelligence

dimensions

Break on multiple

dimension

Break has been

removed

Report in DESKI

Report in WebI

after Conversion

Issue: Complex Filters on Breaks/Tables are not converted by RCT

1. Reapply complex filters in WebI report

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