bi102 title of the presentation this is the subtitle · presentation and sap's strategy and...

1

BI102

SAP BusinessObjects (Advanced)

Analysis

Overview

Alexander Peter

Director Product Management Analysis Clients

October 2010

© 2010 SAP AG. All rights reserved. / Page 2

Disclaimer

This presentation outlines our general product direction and should not be relied on in making a

purchase decision. This presentation is not subject to your license agreement or any other

agreement with SAP. SAP has no obligation to pursue any course of business outlined in this

presentation or to develop or release any functionality mentioned in this presentation. This

presentation and SAP's strategy and possible future developments are subject to change and

may be changed by SAP at any time for any reason without notice. This document is provided

without a warranty of any kind, either express or implied, including but not limited to, the implied

warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP

assumes no responsibility for errors or omissions in this document, except if such damages

were caused by SAP intentionally or grossly negligent.

2


Agenda

1. Overview & Roadmap for Analysis Clients

2. Product Details: SAP BusinessObjectsAnalysis, Edition for Microsoft

Office

3. Product Details: SAP BusinessObjectsAnalysis, Edition for OLAP

4. Appendix


Analysis

BEx WAD

Web Intelligence

Explorer

The Right Tool For The Job

Providing best fit solutions across the range of BI requirements

Crystal Reports

Full

Dashboards(fka

Xcelsius)

DataExploration

Advanced Analysis

InteractiveAnalysis

Dashboards & VisualizationReporting

Interactive Experience, ResponsivenessLimited

Professionally

Informed

Technically

Capable

Information

Consumer

Executives,

Managers

Business

Analysts

PredictiveWorkbench

3


Analysis

BEx WAD

Web Intelligence

Explorer

The Right Tool For The Job

Providing best fit solutions across the range of BI requirements

Crystal Reports

Full

Dashboards(fka

Xcelsius)

DataExploration

Advanced Analysis

InteractiveAnalysis

Dashboards & VisualizationReporting

Interactive Experience, ResponsivenessLimited

Professionally

Informed

Technically

Capable

Information

Consumer

Executives,

Managers

Business

Analysts

PredictiveWorkbench

SAP Business Objects

Analysis Clients


Step 1 (BI 4.0): SAP BusinessObjects Analysis

Clients for SAP BW

Analysis, edition for MS Office

Covers all of the above directly within MS Office Excel & PowerPoint

We

bM

S O

ffic

e

Analy

sis

Clie

nts

BEx WAD Explorer

Instant ExplorationCustom Analytic &

Planning Apps

Explorational (OLAP)

Analysis

Self-Service Reporting &

Analysis

Analysis, edition

for OLAP

Web Intelligence

IT / Developer for Task

workers

Technical expertise (design), business domain

expertise (consumer)

Purpose-built BW-based

apps for routine analytic & planning scenarios

BEx WAD runtime

integrated into BI platform, Publishing into InfoView

Data Analyst(s)

Analytical expertise

Analytical question can be immediately pursued

Optimized for highly

interactive analysis

Limited layouting & formatting

Business Users

(Limited) technical

expertise (report designers), business

domain expertise (consumer / prosumer)

Interactive report creation

Flexible formatted reports with built-in analysis

features

Search and navigation tool

for casual users to access business data

No training required

Ability to search, explore and visualize massive data

volumes via BWA

Smart visualization capabilities

4


Roadmap (BI 4.x): SAP BusinessObjects

Analysis Clients for SAP BW W

eb

MS

Off

ice

Analy

sis

Clie

nts

Analytical

Application

Development Kit

Explorer


Planning Apps


Analysis


Analysis

One merged product:

Web Intelligence & Analysis, edition for OLAP

Allows IT and developers

to create purpose-built applications on top of BW

Technical expertise

Integrates Planning and analytic workflows

Built as Eclipse Plug-In, fully integrated with BI

platform

One Client for Data Analysts and

interactive report designers

Optimized & Integrated UIs and workflows to seamlessly move from

advanced analysis into report creation and publishing





Ability to search, explore

and visualize massive data volumes via BWA




Analysis client strategy for BW

BI 4.0: SAP BusinessObjects Analysis, edition for OLAP

Stand-alone OLAP web client for Business Analysts (sources: BW & MSAS)

Mid-term : Merge Web Intelligence & Analysis, edition for OLAP

One Analysis client for Business Users: Analysis, edition for OLAP and Web Intelligence will be

merged to offer a harmonized user experience

Interactive reporting and multi-dimensional OLAP analysis in one single tool

Protect your Investments

Advanced Analysis Web and Voyager workspaces can be imported into merged product

For BW IT & Power Users: Additional investment into an Analytical Application Development

Kit (premium alternative to BEx WAD for OLAP & planning application design)

5


Roadmap & Timeline for SAP BusinessObjects

Analysis and Web Intelligence

BI 4.0 BI 4.X 2012

Analysis, edition

for OLAP

Web Intelligence

Analytical

Application

Development Kit

Te

chnic

al U

se

rB

usin

ess U

se

rs &

Analy

sts

OLAP analysis

only client for

immediate use

First set of

integrated

OLAP features

Import Analysis

workspaces based on BW

as blueprint for an

analytical app

One client for OLAP

analysis and interactive

reporting

Eclipse Plug-In to

build custom BI &

planning apps

Relational and

OLAP sources

MSAS & BW

BW only


Semantic Layer

(next generation)

Web IntelligenceCrystal ReportsAnalysis,

edition for MS OfficeAnalysis,

edition for OLAP

Interoperability Between Analysis and Other Clients

in 2010 based on BI 4.0

Analysis state is captured in a query object called analysis view that is shared between products in the SAP

BusinessObjects suite (similar for the BEx query view in the BEx Suite)

The analysis view captures the view on the data including filters and other features – it is stored in BI platform

SAP BusinessObjects Analysis can create and consume the analysis view, The first clients who are able to

consume it are Crystal Reports & Web Intelligence. Each tool interprets the analysis view in a way that is

consistent with its native environment

Shared Query

(Analysis View)

Create / consume

Create / consume

BICS Component

Create / consume

Create / consume

Interoperability

(Consume through

transient universe)

6


Agenda


2. Product Details: SAP BusinessObjects Analysis, Edition for

Microsoft Office


4. Appendix


SAP BusinessObjects Analysis

SAP BusinessObjects Analysis, edition for Microsoft Office

MS Office Add-Ins that allow ad hoc multidimensional analysis of OLAP sources in MS Excel,

intuitive creation of BI presentations with MS PowerPoint as well as Excel workbook-based

application design.

SAP BusinessObjects Analysis, edition for Microsoft Office will evolve into a fully-fledged

productivity suite for MS Office by converging with SAP BusinessObjects Live Office

Premium Alternative to SAP BEx Analyzer

7



Clients for SAP BW



We

bM

S O

ffic

e

Analy

sis

Clie

nts

BEx WAD Explorer


Planning Apps


Analysis


Analysis

Analysis, edition

for OLAP

Web Intelligence


workers





BEx WAD runtime


Data Analyst(s)






Business Users

(Limited) technical





features





volumes via BWA



Use Cases for Analysis, edition for MS Office

Business User &

Task Worker

Power User / IT Business Analyst

Power User Tools Easy BI consumption

Consuming BI

Content

ExplorationConsuming

Dashboards

Active/static

Report

Consumption

Advanced

Analysis

Building Content

(Dashboards, Reports,

workspaces)

Interactive

Analysis

CR XCE AA Web WebI WebI/CR XCE Explorer


Web

MS

Off

ice

Building MS Office

Content in Excel & PPt

Ad hoc Data Analysis

in Excel

Centralized creation of Analysis content (workbooks & PowerPoints)

Sophisticated workbook design (VBA APIs and so on)

Ad Hoc data access and data analysis, slicing & dicing, and so on, in Excel

Ad Hoc embedding of BI data into PowerPoint presentations

Consuming pre-defined BI content in Microsoft Excel and Microsoft PowerPoint

Note: the bigger the orange share, the more suitable the tool for the user segment

8


Preliminary Roadmap – SAP BusinessObjects

Analysis, Edition for Microsoft Office

This presentati on and SAP's strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is

provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

2010

2011+

INNOVATE ANALYSIS

Highly interactive multidimensional

analysis

Best integration into SAP NetWeaver BW

Best-in-class usability

MS PowerPoint Publishing

MS Excel Formula mode (online access to

data and metadata via Excel formulas)

Excel-based application design

Support of next-generation SAP

NetWeaver BW Accelerator

EXTEND THE REACH

Analysis Excel write-back enabled on

BW-IP (integrated planning)

BusinessObjects BI platform

services (publishing, personalization,

report-report interface, BW

documents)

Support of further sources via new

semantic layer: MSAS, Essbase, etc.


Analysis, Edition for MS Office

MS Excel Add-In with Query Panel

9



MS PowerPoint Add-In



Design Panel

New Design Panel for easy navigation

Views

Analysis: Allows navigation, filtering, and so on

Information:

General information on the embedded data source or the

workbook itself (i.e. last data refresh, created by, and so on)

All relevant information (filters, variables, and so on) at one

glance, in one place

Components: Structural information view either from

the data source or the worksheet perspective

Navigation

Simplified drag&drop within panel or into grid to filter, drill-

down, slice&dice, replace, and so on

Finger-tip access to hierarchies

Access to display attributes

10



Advanced Analysis

New options for the end-user

Define conditional formatting (formerly ―exceptions‖)

Define filter by measure (formerly ―conditions‖)

Define easy calculations and dynamic calculations

Excel commentary on data cells

New hierarchy features

Collapse into hierarchical structures (―display hierarchy‖)

Show/hide hierarchy levels

Sort breaking hierarchies



Easy Application Building

Workbook Design

Easy insertion of multiple data source

(from multiple systems)

Improved overview of BW elements in an

Excel workbook

Free formatting of text elements (cells with

meta data retrieval formulas)

New APIs as Excel formulas

Add Excel-based charts

Easy consumption of Workbooks created

by Analysis, edition for MS Office

Add information on the data sources

(name, last update, and so on

Add information on the filter status

Integrate filter dialog

Sharing Workbooks/PowerPoint files

Save workbook/ppt presentation in

BusinessObjects Enterprise

11


Analysis, Edition for MS Office : High Level

Architecture

Direct BW Connectivity via BI Consumer

Services

Connection management via BI platform

(optional)

BI platform repository services for

workbooks and PowerPoint filesAnalysis,

edition for Microsoft Office

BusinessObjects BI

Platform

Repository/

InfoView

SAP Sources

SAP NetWeaver BW 7.x(BEx Queries, views,

InfoProviders)

SAP NetWeaver BW

Accelerator

BI Consumer Services

Connections


SAP BusinessObjects Analysis, Edition for

Microsoft Office 1.0 – Prerequisites

Prerequisites

MS Office 2003, MS Office 2007 or MS Office 2010 (on MS Windows XP and higher)

– Powerpoint Add-in only available for MS Office 2007 and MS Office 2010

SAP NetWeaver BW 7.0 or higher**

– Recommendation: use BW 7.0 EHP1 or even SAP NetWeaver BW 7.3 as there are

significant TCO and integration improvements between BusinessObjects Enterprise and

NetWeaver

– Queries defined in SAP BEx Query Designer 3.5 (within SAP NetWeaver 7.0!) or 7.0+ ;

also: direct access to SAP NetWeaver BW InfoProvider and query views

– No need to migrate queries, no change in BW data models necessary

– The SAP BEx Query Designer stays as it is and can continues to be the semantic modeling level for

SAP NetWeaver BW data.

SAP Business Objects Enterprise (BOE) XI 3.1 (can run side-by side with SAP NetWeaver

BW)

– See next slide for information about platform capabilities

Client Sizing: See SAP note 1466118

** Requirements may be higher for other clients

*Please note: these are preliminary statements .

The statements remain to be finalized once Analysis, edition for MS Office becomes available.

12


Analysis, Edition for MS Office – Platform

Capabilities and Roadmap

BI platform (fka BO Enterprise) is strategic for all SAP BusinessObjects Clients

Analysis 1.0 on SAP BusinessObjects Enterprise XI 3.1

– Central provisioning of BW connections

– Client-side Single-Sign On

– Saving and sharing workbooks centrally (common xls / ppt InfoObject)

Analysis 1.1 (planned) on BI platform 4.0 (as of begin of ramp-up for BI 4.0)

– Support system-type connection

– Server-side and client-side Single-Sign On

– Saving and sharing workbooks centrally (common xls(x) / ppt(x) InfoObject)

– Lifecycle Management

– Interoperability with other clients: Web Intelligence, Crystal Reports and SAP

BusinessObjects Analysis, edition for OLAP based on Analysis View

Although technically possible and good for testing purposes direct operation of the Office

Add-In on BW without BI platform is not recommended for productive usage (main

services like central repository, interoperabilty, and so on are not supported)


The statements remain to be finalized once Analysis, edition for MS Office becomes available.


Agenda



Office

3. Product Details: SAP BusinessObjects Analysis, Edition for OLAP

4. Appendix

13



OLAP

SAP BusinessObjects Analysis, edition for OLAP

As premium web-based OLAP analysis client for business analysts to run ad hoc OLAP

analyses, and create OLAP workspaces for private usage or sharing with others

SAP BusinessObjects Analysis, edition for OLAP completes SAP BusinessObjects‘ client

portfolio in the area of OLAP analysis and interoperates with offerings such as Web

Intelligence & Crystal Reports

The mid-term plan is to bring Web Intelligence and Analysis, edition for OLAP together into

one harmonized user experience

Successor of SAP BusinessObjects Voyager



Clients for SAP BW



We

bM

S O

ffic

e

Analy

sis

Clie

nts

BEx WAD Explorer


Planning Apps


Analysis


Analysis

Analysis, edition

for OLAP

Web Intelligence


workers





BEx WAD runtime


Data Analyst(s)






Business Users

(Limited) technical





features





volumes via BWA


14


Power User Analysis Tools

Use Cases for Analysis, Edition for OLAP

within the family of analysis products

Building MS Office

ContentAdvanced Analysis

Consuming BI

Content, eg. WebI, CR

MS

Off

ice

Ad Hoc OLAP

Analysis

Creation of re-usable Advanced Analysis workspaces

Not necessarily an expert for sophisticated BI Application Design

Ad Hoc data access and data analysis, slicing & dicing

Creation of Advanced Analysis workspaces for personal use

Can use pre-defined Web workspaces

Need to operate between Advanced Analysis and more BI consumer tools like Web Intelligence or Explorer

Note: the bigger the orange share, the more suitable the tool for the user segment

Pre-Built and Explorational Analysis

Exploration

Using OLAP &

Planning Apps

on BW

Active

Consumption of

Interactive reports

Building OLAP &

Planning Apps on BW

Interactive

Reports &

Analysis

BEx WAD Analysis4OLAP WebI WebI BEx WAD Explorer

Web

Business User &

Task Worker

Power User / IT Business Analyst


Preliminary Roadmap – SAP BusinessObjects

Analysis, Edition for OLAP



2010

2011/2012+

INNOVATE ANALYSIS

Highly interactive OLAP analysis

Analysis directly on top of BW

InfoPoviders (Query Views, Queries,

Cubes, DSO …)

MSAS Support & Migration from

Voyager

Interoperability with Web Intelligence

and Crystal Reports

Publishing of SAP BEx Web Application

Designer applications into InfoView

SIMPLIFY PRODUCT PORTFOLIO AND

EXTEND THE REACH

Bring Web Intelligence and Analysis,

edition for OLAP together into one

harmonized user experience

Dedicated Analytic Application Design

Kit custom apps on BW

15


Analysis, Edition for OLAP – Workspace with

BW and MSAS Components



Advanced Analysis

New options for the end-user

Define conditional formatting (formerly ―exceptions‖)

Define filter by measure (formerly ―conditions‖)

Define simple and dynamic calculations

Create custom calculations

16


Analysis, Edition for OLAP:

Data Presentation – Charts

■ Chart types from shared CVOM library: Column (Clustered, Stacked, 100% Stacked, 3D Clustered), Line, Pie, Bar (Clustered, Stacked, 100% Stacked), Scatter, Bubble, Radar, Box Plot

■ Interactivity – if a chart and a crosstab are linked to the same analysis, both components display the same data and update simultaneously whenever you make changes to either component

■ Scope of Analysis – change window to focus on most important data in the chart

Scope of

Analysis



High Level Architecture

Analysis, edition for OLAP leverages

BI platform services (LCM,

persistency, authentication, and so

on) and cannot be used without BI

platform

Server component for Analysis,

edition for OLAP can be optionally

installed on

NW J2EE 7.1 or on

Any J2EE supported by BI platform

Analysis workspaces & analysis

views stored in BI platform repository

Analysis, edition for OLAP

AJAX/ HTTP

Application Server

Any J2EE supported by BI platform

(e.g., SAP NetWeaver)

BusinessObjects BI Platform

OLAP Data Access & Drivers


SAP Sources

SAP NetWeaver BW 7.x(BEx Queries, views,

InfoProviders)

SAP NetWeaver BW

Accelerator

3rd Party OLAP Sources

e.g., MS Analysis

Server

17



OLAP – Prerequisites

Prerequisites

Browser: MS Internet Explorer 7 and 8, Firefox 3.5, Adobe Acrobat 8 and 9, and Safari 4

for Apple Mac.

SAP BusinessObjects BI platform 4.0

For SAP BW connectivity: SAP NetWeaver BW 7.0 SP 23 or higher** or

SAP NetWeaver BW 7.0 EHP1 SP5 or higher**

– Recommendation: use SAP NetWeaver BW 7.3 as there are significant TCO and

integration improvements between BI platform and NetWeaver

– Queries defined in SAP BEx Query Designer 3.5 (within SAP NetWeaver 7.0!) or 7.0+ ;

also: direct access to SAP BW InfoProvider and query views (no need to migrate

queries or change data models)

For MSAS connectivity: MS Analysis Services 2005 SP1 and SP2; Microsoft Analysis

Services 2008

** Aurora program requirements may be higher for other clients


The statements remain to be finalized once Analysis, edition for OLAP becomes available.


Roadmap for Enhanced Microsoft Analysis

Services (MSAS) Support

Major MSAS features already supported in first version of SAP BusinessObjects Analysis,

edition for OLAP.

Planned support of following MSAS features in the harmonized SAP BusinessObjects

Analysis & Web Intelligence product

Server-based named sets

Dimension attributes (within hierarchies)

Actions

KPIs

Drill-Through (available in Voyager)


The statements remain to be finalized once Analysis, edition for OLAP becomes available.

18


Developing OLAP and Planning Applications

on BW

What tool does SAP recommend for developing Analytic and Planning

Applications on BW?

Dashboards & Enterprise Reporting

For building highly formatted reports or state-of-the-art dashboards and visualizations that do

NOT require in-depth BW OLAP or BW-IP (planning) capabilities Crystal Enterprise and

Xcelsius are the tools of choice

BW-specific OLAP & Planning Apps

Short-term: SAP BEx Web Application Designer

Advanced Analytic Application Design and web-based planning apps via WAD in 2010

Less complex analytic scenarios via pre-defined AA Web workspaces

Mid-term: Analytical Application Development Kit

Eclipse-based OLAP & Planning apps

Integration with Xcelsius visualization capabilities


Preliminary Roadmap – Analytical Application

Development Kit



2011

2012+

INNOVATE APPLICATION DEVELOPMENT

Build App from scratch or based on existing

Analysis web workspace

BW-Integrated Planning application

building – wave 1 features

BW OLAP application building – wave 1

features

Based on SAP Business Objects

Enterprise Platform

Eclipse plug-in as infrastructure

EXTEND APPLICATION

DEVELOPMENT

BW-Integrated Planning application

building – wave 2 features

BW OLAP application building –

wave 2 features

Integration with Xcelsius visualization

Importing Analysis Office workbooks

as blueprint for application building

19


Preview 2011: Analytic Application Development

Kit in Eclipse – OLAP & Planning apps on BW


Agenda



Office


4. Appendix

20


InfoView

Using of BEx Web Application Designer

Templates in BO Enterprise/InfoView in BI 4.0

Integration of SAP BEx Web

Application Java runtime into SAP

BusinessObjects BI platform

No additional SAP NetWeaver J2EE

stack required

BusinessObjects BI Platform


SAP NetWeaver BW

BEx Queries /

InfoProviders

BEx Web

Templates

Adv. Analysis

(Web) Runtime

BEx Web

Runtime

BEx Web

Applications

BEx Web Application

Designer 7.x


Integration into SAP NetWeaver Portal

Integration of SAP BusinessObjects BI platform 4.0 into SAP NetWeaver Portal 7.0

Integration with Portal Integration Kit (PIK)

Document List Portlet displays complete BI launch pad (formerly InfoView)

Document Viewer iView displays all kind of single BI reports (including Analysis, Web edition). Analysis,

edition for MS Office workbooks must be open via Document List Portlet

Administration

Document Viewer iView allows creation of Portal Roles with specific, pre-defined reports

Document List Portlet allows instant

access to newly created ad hoc reports

Preferences

Users can change viewer type in their

BI platform preferences (e.g., thin vs.

thick client for Crystal Reports)

Security

Single Sign-On is supported by identity

propagation using SAP Logontickets

Single Sign-On ensures usage of

Analysis Authorization of SAP

NetWeaver BW

21


SAP Business Explorer (BEx)

Maintenance

BEx 7.0 continues to be delivered with the next SAP NetWeaver BW releases. At this

point in time, there‗s no planned end of life. The maintenance period is renewed with

every major BW release.

BEx 3.5 is part of BW 3.5/SAP NetWeaver 04 and the maintenance cycle is coupled to

this release (see SAP note 1410878). As BEx 3.5 is also compatible with a BW 7.0

backend and had been delivered with BW 7.0, SAP will maintain BEx 3.5 functionality

within BW 7.0 and subsequent releases until the end of BW 7.0 maintenance cycle.

Maintenance is NOT extended with BW 7.30 or other future releases. Note that full PAM

support of BEx 3.5 cannot be granted by SAP – as Microsoft has removed, e.g., support

for some components within Windows 7 that had been used by BEx Web Application

Designer 3.5.

Also see: https://www.sdn.sap.com/irj/sdn/bex

Coexistence BEx Analyzer and Analysis, edition for MS Office

You can install BEx and Analysis on a single PC.

Only one add-in can be active in an Excel session (in other words, either BEx or Analysis

can be active)

Opening a BEx workbook activates the BEx add-in.


Further Information

SAP Public Web:

SAP Developer Network (SDN): http://www.sdn.sap.com/irj/boc/advanced-

analysis

Business Process Expert (BPX) Community: www.bpx.sap.com

SAP BusinessObjects Community (BOC): boc.sap.com

Related SAP Education and Certification Opportunities

http://www.sap.com/education/

Related Workshops/Lectures at SAP TechEd 2010

BI102: SAP BusinessObjects Advanced Analysis: Overview, Lecture

BI260: SAP BusinessObjects Advanced Analysis, edition for Microsoft Office,

Hands-On

BI360: Technical Deep-Dive into SAP BusinessObjects Advanced Analysis,

edition for Microsoft Office, Hands-On

https://www.sdn.sap.com/irj/sdn/bex

http://www.sdn.sap.com/irj/boc/advanced-analysis



http://www.bpx.sap.com/

http://boc.sap.com/

http://www.sap.com/education/

22

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