demo2.docx

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BW305BIEnterprise Reporting, Query &Analysis (Part I) - V2006Q2

Table of Contents

Unit #1: Introduction to BI Enterprise Reporting............................................................... 2

Unit #2: Navigating in Reports.............................................................................................. 2

Unit #3: First Steps in BEx Query Designer........................................................................ 3

Unit #4: Key Figures............................................................................................................... 5

Unit #5: Characteristics........................................................................................................ 10

Unit #6: Variables................................................................................................................. 13

Unit #7: Exceptions & Conditions....................................................................................... 16

Unit #8: BEx Analyzer........................................................................................................... 23

Unit #9: BEx Web Analyzer................................................................................................. 26

Unit #10: Information Broadcasting................................................................................... 28

Unit #11: Enterprise Portal Integration............................................................................. 33

Unit #12: Document Integration........................................................................................ 41

Unit #13: ReportReport

Interface.............................................................................. 46

Unit #14: Managing Query Objects.................................................................................... 48

Unit #15: Business Content................................................................................................. 50

Unit #16: Further SAP BI Reporting Tools........................................................................ 52

Unit #17: Appendix............................................................................................................... 52

Glossary................................................................................................................................... 58


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Unit #1: Introduction to BI Enterprise Reporting

In the Business Information management IT practice, there are three IT scenarios. Enterprise Reporting, Query and Analysis Business Planning and Analytical Services

Enterprise Data Warehousing

Each InfoCube has one fact table and a maximum of 16 dimension tables. Each fact table can containa maximum of 233 key figures. A dimension can contain up to 248 freely available characteristics.

You can export a web report to a BEx Analyzer report.

Unit #2: Navigating in Reports

In Open Dialog, you get following options

1.

To choose the system from which you want to retrieve the data2. Data Provider Types BEx Web Analyzer :

o BEx Query / Query Viewo InfoProvider

BEx Analyzer :

o BEx Query / InfoProvider

BEx Analyzer provides 3 Button on default screen1. Chart2. Filter3. Info

When you drag a particular characteristic over another characteristics heading then the secondcharacteristic get exchanged with first one. But when you drag it over the values of secondcharacteristic, then it gets added after second.

If you simply drag a characteristics value to navigation pane, it is use to filter the query. Whereas toexclude it, simply drag that value out of analysis area.


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Unit #3: First Steps in BEx Query Designer

You have various options for calling up the Query Designer: From the BEx Analyzer As a separate program using StartPrograms Business Explorer Query Designer

Using the Web Application Designer From the BEx Report Designer With Crystal Reports (Crystal Reports >=8.5 including CR add-ons for SAP)

Table View : You can create a query for tabular reporting, as well as for Online Analytical Processing(OLAP) reporting, by activating or deactivating the Table View mode. This function is only availablefor queries with one structure. You can only have queries with two structures in the multi-dimensionaldisplay. They are not suitable for OLAP reporting.(Check)

Characteristic Restrictions: Here you define the characteristic filter values which apply to the entireresult set and cannot be modified by the user in the result. These are often regarded as global orstatic filters.Default Values: In this pane you define the characteristic filter values which should be used for the

initial view of the result set. The user may choose to modify these filters in the result. (whatsdifference?? Any char added in default value appears in free char & vice-versa)The usercannot add additional filters to the default values i.e. the filters in the query definition set out themaximum range of the result data a user can display, this may produce more data than the userrequires so the user simply navigates to a reduced result set by modifying the filters in the report.

Default description and technical name are proposed, these are made up of REP_ followed by thedate and time.

BI Query can be published on web via Netweaver portal or executed with BEx Analyzer. It can beused in Workbook, in WAD or Report Designer as DataProvider, & in the tabular display in CrystalReports as a data source for formatted reports.

Query Properties :1. General Tab

Key Date - The checkbox Use standard date is used to tell the query to use the current dateat query run-time.

2. Display TabAdjust Formatting after RefreshingThe default action is that whenever a query is refreshedthe result cells will be formatted so that the meaning of the cells is emphasized. To preventthis from happening (perhaps to improve query performance or you want to use your ownformat templates) you need to make sure this box is unchecked.Document Links Here you choose the document class which you would like to make availableto the query, this means a user can display or maintain documents for these checked classes.

3.

Value Display TabZero Value DisplayThese settings help you choose a suitable method of presenting zerovalues in the result.

4.

Planning TabStartup ViewThis setting determines whether the query is started in display or change(planning) mode. Planning mode allows the results cells to be changed.

5. Extended TabRelease for OLE DB for OLAPIf you want to expose the data from this query to a third-party BI tool then this check box must be marked so the Microsoft ODBO interface is filled.

InfoProviders used for Queries are:InfoCube, DSO, Characteristic InfoObjects with master data (in BI these are always as InfoProviders),InfoSets, Virtual Providers, & Multi-providers


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InfoObject & DSO in Query DesignerThe system generates the key figure Number of Records (1ROWCOUNT) for characteristicInfoProviders and for DataStore Objects and places them in the Key Figures folder.In the Dimensions folder, you find two different dimensions for each object type. For characteristicInfoProviders, the dimensions are Attributes and Key Part, in accordance with the definition of themaster data tables. For DataStore Objects, the dimensions are Data Part and Key Part.

InfoSet in Query DesignerThe system also automatically generates the key figure Number of Records (1ROWCOUNT) forInfoSets. Two dimensions are provided for each InfoProvider in the InfoSet: Attribute and Key Part.Therefore, for an InfoSet composed of an DataStore Object connected to a characteristic, fourdimensions display.

MultiProviders in the Query DesignerIn the Key Figure folder of a MultiProvider, you can find the generated key figure Number of Records(1ROWCOUNT), if one of the InfoProviders included already contains this key figure, for example, inDataStore Objects. The Data Package dimension contains the generated characteristic InfoProvider(0INFOPROV), which enables you to specify a unique InfoProvider in the selection or the display tosupply data for the query. The values of this characteristic are formed from the (technical) names ofthe InfoProviders involved.

What InfoProviders can contain generated characteristics or key figures? A InfoCubes B Data Store Objects C InfoProviders for Characteristic InfoObjects D InfoSets E MultiProviders

Answer: B, C, D, E

MultiProviders contain generated characteristics or key figures, if at least one InfoProvider in itcontains these.


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Unit #4: Key Figures

Restricted KFs :The key figure that is restricted by one or more characteristic selections can be a basic key figure, acalculated key figure, or a key figure that is already restricted.The restricted KFs can be defined at 2 levels

At InfoProvider Level : In Restricted KF option under KFs on left side in Query Designer At Query Level : as Selection in Structure in Query Designer

Value Range Options History Favorites Single ValuesYou can also use the search features and also select the single values from a

hierarchy (there is also a search feature within the hierarchy). The search option allows youto enter either the characteristic key (i.e. product number) or characteristic text (i.e. Pump)or you can enter any of the attribute values of the characteristic (i.e color, speed). You canmix up your choices but you are limited to a maximum of three search criteria.

Value RangeAdditional Options includes Between, Greater than or equal to, Less than or

equal to, Greater than, Less than Variables

If your selection criteria returns a large result set then you should maximize the selection window soyou can see more of the results before you need to scroll.

Additional function for restricted key figures when activated, navigation and filtering have no effecton the restricted key figure. To activate, select Constant Selection from the context menu of therestricting characteristic while editing the restricted key figure.(Check)

Note that several lines are available for key figure names to control the column width in the report.


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Calculated KFs :You can take basic key figures, restricted key figures or calculated key figures to define newcalculated key figures.Functions available for calculations

Percentage Functions

o Percentage Variance (%) % gives the percentage by

which the exceeds the .o Percentage Share (%A)o Percentage Share of Result (%CT)%CT specifies how high the

percentage share is in relation to the result. The result means the result ofaggregation at the next level (interim result). %CT Incoming Orders specifies theshare of incoming order values of each individual characteristic value (for example ofeach customer) in relation to the characteristic's result (for example, customer of adivision).

o Percentage Share of Overall Result (%GT)%GT specifies how high thepercentage share is in relation to the overall result. In the calculation of the overallresult, the dynamic filters (filters that were not already defined in the QueryDesigner) are included.

o

(%RT)same as %GT Except filters that were not already defined in theQuery are not considered??

Data Functions

o CountsCOUNT() delivers the value 1 if the expression named in is not equal to 0.

o NDIV0 (x)is equal to 0 with division by 0, otherwise x.o ResultSUMCT o Overall ResultSUMGT

o Report ResultSUMRT Mathematical Functions

o Maximumo Minimumo

Absolute Valueo Smallest integer value larger than operando Division (integers)

Boolean Operators

o is less than o is less than or equal to =o logical NOT, AND, OR, and logical exclusive OR XOR

You can define calculated key figures at both the query level and the InfoProvider level. If you are

defining calculations in the columns as well as in the rows, a formula collision can occur in theinterfaces of the two formulas. You can therefore, define which of the formulas is to be used.

You can even create a new restricted KF directly in the formula editor for calculated KF. This featureis only relevant to query level calculations. Right click in the place where you want the new restrictedkey figure to appear in the formula and use the New Selection menu option. This will create a dummykey figure in the correct place. Right click on the dummy key figure and use the menu option Edit todefine the key figure and filters. The new restricted key figure will appear in the key figure structureand therefore will be part of the result (as well as the new formula). If you don't want to see therestricted key figure in your result simply use the hide feature under the properties.

Remember that you do not have access to all operators as some operators only make sense at the

query level.(Check & which operators as example??)


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Properties of KFs :If Use Default Setting box is checked the setting from the InfoObject metadata will be used.

DescriptionThe total length of all characters in all lines including the line break characterfor KF description is limited to 60 characters. It is also possible to edit the description 'in-line'using the standard Microsoft Windows feature. i.e. you can change the description directly on

the key figure by simply clicking once on the key figure, the cursor becomes positioned at thestart of the description ready for you to start editing.

Technical NameThis is optional. But when accessing external interfaces (such as Crystalreports, in URLs, or through OLE DB for OLAP), the structure parts must have a technicalname so that it can be accessed without error.

Hide HighlightThe actual formatting is taken care of in the front end tool, and not here. Number of Decimal Places Scaling Factor Sign ChangeThe reverse +/- signs is only a display function. It has no influence on

calculation in formulas.

Exception AggregationUsing the new functions of exception aggregation, you can create

calculated key figures using a formula that uses exception aggregation itself (this is a nestedexception aggregation).You can also use calculated key figures created on cell level (usingthe cell editor) with the new functions of exception aggregation. (??)

Local Calculationso Calculate Result As Use the setting Total to ensure that the totals are recalculated

locally once a condition has been applied. Otherwise the totals will not be the sum ofthe result rows displayed, the total will include rows which have been excluded fromthe condition.

o Calculate Single Values As & Also Apply to Result

o Cumulativecauses the results to calculate over a series of values.o Normalization of Result - ??o Calculation Direction allows you to choose whether the calculation is performed in the

rows or column, depending on your layout and the calculation methods you have

chosen, not setting this correctly may cause unexpected results.


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Currency TranslationYou can set a currency conversion key & a target currency. You canalso use a variable to allow the translation setting to be determined at runtime. This can becarried out at two levelswhile loading the data & executing the report.

Unit ConversionYou can set a Unit of Measurement conversion key and a target unit. Youcan also use a variable to allow the translation setting to be determined at run time.

Constant SelectionThis determines that the KF result remains constant during navigation,

regardless of the filtering set by the user at runtime. Formula CollisionThe Formula Collision function only displays in the Properties dialog box if

two structures are used in the query definition and both contain formulas.

Change DataYou can decide if the cells are input ready for this key figure so users canenter values directly into the cells. This setting is used for planning applications. Here you canalso decide if the key figure can be changed by a planning function (a background planning

task which modifies or generates planning data, such as copy data, revalue data). (Check)

Structures :A query can have a maximum of two structures, there is no restriction as to where these structuresappear in the layout, i.e. you could put both structures in the columns. You can create some veryflexible layouts using two structures. You can mix structures and characteristics in the rows orcolumns. You can define formulas in either structure. (Can we have combination of chara & KFsin both structures??)

Structures can also be used in several queries for the same InfoProvider. In order for this to bepossible, you need to save them as reusable structures whereas Local structures are only used in onequery. To make a structure reusable, Choose Save as... from the context menu (right mouse-click)and enter a technical name and a description after defining the structure as usual. Changes madelater to global structures affect all queries in which they were used. If you only want to make localchanges in a particular query, you can choose Remove Reference in the context menu for thestructure, and thereby, change the reusable structure into a local structure.(does it create newlocal structure?)

Cell Editor :Cell editor allows direct definition of specific cells in a query. The Cell Editor also allows you to mark aspecific cell as a 'reference cell' so that it can be referenced in further calculations. Cells are theintersection of two structures in a query definition therefore the Cell Editor can only be used in querydefinitions where there are two structures. (Even though both the structures are in columns orrows??)One structure will hold only characteristics while the other structure holds only key figures.Cells can be formulas, selections, references or auxiliary cells.


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Following 4 functions are available for a cell New Selection New Formula

New Cell Reference Additional CellsIf you need additional cells for auxiliary selections or formulas which are

not already included in the query structure, you get this option on cell adjacent to Help Cell.

(Check)


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Unit #5: Characteristics

Properties of Characteristics1. Description2. Display As

a. No Displayb. Key & Namec. Name & Keyd. Namee.

Keyf. Long or Medium Name

3. Text ViewHere you choose length of the text recquired4. SortingThe characteristics itself or all the attributes of the characteristics can be sorted by

Key or Name. You cannot use the attribute that you have selected for sorting in the display.5. Result line

a. Always Displayb. Display with more than one single valueThe result will only display if there is more

than one single value.

c.

Always Suppress6. Display Hierarchy

You can show Display Attributes in a report in the drilldown. However, navigation steps are notpossible. (For example, you cannot choose values from a display attribute as a filter.)

Navigation Attributes always display in the dimension of the characteristic to which they belong. Timedependent Navigational attributes enable you to view current data with characteristic values from thepast or view past data with current characteristic values. Very slight loss in query performance whencompared to characteristics.

External hierarchies are saved in special master data tables. They behave like master data and

therefore, you can use and modify them in all InfoCubes.

Properties of Display Hierarchy1.

Sorting2. Expand to Level3. Position of Lower Level NodesChoose whether the subordinate nodes are positioned above

or below a superior node.4. Values of Posted NodesChoose whether you want to Always Show or Hide the values of

posted nodes.5.

Nodes with Only One Lower-level NodeChoose whether you want to Always Show or Hidenodes with only one lower level node. (Check)

The uppermost node of a hierarchyis the root. There can be several roots. There is a distinctionbetween postable and non-postable nodes. The hierarchy level of a nodedenotes the distance ofthe node from the root. Hierarchy leavescontain the characteristic values for the basiccharacteristic. In contrast to postable nodes, a leaf cannot have any subordinate nodes. Intervalscontain a number of leaves that belong together, described by their upper and lower limits. You cancreate them for a node that has more than one leaf.

Hierarchy nodes appear twice in the hierarchy when nodes that have the same technical key and thatappear more than once are leaves (postable nodes without lower-level nodes), and when they are notattached to the same super-ordinate node. You can then either set the nodes as link nodesor makethe hierarchy structure time-dependentand specify that the time intervals of all duplicate nodeswith the same technical key do not overlap.

You use link nodes to include a sub-tree in a hierarchy more than once. However, the link node isonly a link to the original node that you cannot change independently. Link nodes cannot have their


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own lower-level nodes. They take on the lower-level nodes of the original node. These lower-levelnodes do not display in the hierarchy maintenance. (For Link Node??)

You can choose from text nodes, characteristic nodes of external characteristics, leaves of the basiccharacteristic of the hierarchy, or intervals.

Postable nodes (characteristic nodes of the basic characteristic in the hierarchy, intervals) aresymbolized by the green InfoObject icon. Non-postable nodes (text nodes, external characteristicnodes) are symbolized by the yellow InfoObject icon or by the file folder icon.

You can arrange the nodes as you wish beneath one another as far as interval level. You cannotattach any additional nodes under intervals. (??)

Setting in the Hierarchy Maintenance1. Level MaintenanceYou can use Level Maintenance to determine names for the different

levels of a hierarchy. These names are then used in the context menu of the query duringnavigation.

2. Hierarchy AttributesYou can set the presentation parameters for the hierarchy display in

the query using Hierarchy Attributes.a.

Do Not Display Leaves for Inner Nodes in the Query An inner node that hassubordinate postable nodes (lower-level nodes). You can either create a leaf for eachinner node and insert it directly underneath the inner node, or choose not to displaythe additional nodes.

b. Changeable Display for Leaves of Inner Nodes - You can determine whether the useris able to change the display for the runtime of the query.

' ': The display cannot be changed in the query.'X': The display can be changed in the query.

c. Suppress Unassigned NodeHere you can specify whether to suppress the nodeunder which all postable characteristic values that do not appear in the hierarchydisplay.

d.

Root/Totals Item AppearsYou can determine whether the root and therefore, thetotals item display at the end or start of the query and whether the leaves appearabove or below.

e. Start Drilldown LevelYou can set the default level to which the hierarchy is drilleddown when you first call up the query.


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Hierarchy Properties on InfoObject Level1. Hierarchies Version DependantCheck this box if you want to maintain different versions of

the hierarchies. When you define each hierarchy you will need to supply a version identifier.in a query you are able to choose hierarchies from the available versions.

2.

Hierarchies Not Time Dependant3. Entire Hierarchy is Time DependantWhen you develop a query which uses the hierarchy

you can also select the hierarchy valid for a specific date.4. Time Dependant Hierarchy StructureSelect this radio button if you want to be able to

define the individual nodes in relation to time intervals. When you develop a query whichuses the hierarchy you can also select the hierarchy nodes valid for a specific date.

5.

Use Time Dependant Temporal Join - If members appear in more than one node over a timeperiod (i.e. a person is reassigned to a new team) then a check in this box will ensure youare able to report on these movements in the same result.

6. Interval Permitted In HierarchySometimes is more efficient to use intervals to specify themembers of the hierarchy nodes. i.e. cost centers 1000 to 1999 = New Hire Costs. Any newcost centers you later add within the range will automatically be included in the hierarchy.

7. Reverse +/- Sign for the NodeCheck this box if it makes sense to present the key figureswith the sign reversed. This is purely a presentation feature and does not alter the actual

value of the key figure.


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Unit #6: Variables

Variables act as placeholders for: Characteristic values

o Selecting Single Value Variableso Selecting Single Value Variables as Variable Value Range LimitsIf you are using

variables when making interval selections, you can swap the limits by highlighting therelevant variable in the right Selection window, and choosing Swap Interval Limitsfrom the context menu.

o Selecting Variables with Several Single Values or Value Ranges Hierarchies / Hierarchy nodesThere are two possible combinations of hierarchies and

nodes.

o Variable hierarchy node with a fixed hierarchyFor example, a report about anydepartment (variable hierarchy node) for the hierarchy valid for 2002 (fixedhierarchy).

o Variable hierarchy node with a variable hierarchyFor example, a report about anydepartment (variable hierarchy node) for the hierarchy valid for the current calendaryear (variable hierarchy).

TextsYou can use text variables in query descriptions, calculated key figures, and structuralcomponents.

Formula elementsVariables are reusable objects. It depends on the InfoObject for which they were created.

Variable Processing Types User Entry/Default Value Replacement PathThe processing type Replacement Path enables you to specify the value

that automatically replaces the variable when the query or Web application is executed.o Text variables and formula variables with the replacement path processing type are

replaced by the corresponding characteristic value.o Characteristic value variables with the replacement path processing type are replaced

by a query result. AuthorizationThe Authorization processing type enables you to fill the variables

automatically with the values from the authorization of a user.


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Customer ExitThe Customer Exit processing type for variables enables you to determinevalues for variables by means of a function module exit. The function module used isEXIT_SAPLRRS0_001.

SAP ExitThe SAP exit processing type is contained in variables that are delivered with SAPBW Business Content.

Properties of Variable : General Information TabName of the variable & the processing type like Manual Input /

Default Value, Replacement Path, Customer Exit & Authorization Replacement Path TabThis is used for characteristics value variable, formula variables, &

text variables with replacement path processing types.

o For Text / Formula Variable Under Replace Variable With, you have the following options: Key (Internal

Value), External Characteristic Value of the Key, Label (Text), Attribute Value,Hierarchy Attribute

Using the setting Use Interval, you determine whether the From-Value, theTo-Value, or the Difference is used as the value when the value to bereplaced is an interval.

The setting Offset Start and Offset Length enable you to determine the startand the length of the text output. For example, if the only the first 10characters of the text are to be used, the Offset Start value would be 0 andthe Offset Length value would be 10.

The Evaluate as Boolean function (value 0 or 1). This function is onlyavailable for formula variables.

The value of the variable is 0 if the value to be replaced is a stringwith only blank characters or a zero.

The value of the variable is 1 if the value to be replaced is a stringwith characters that are not blank or a number that is not zero.(Check)

o Characteristics Value Variable

From the Replace Variable Value withdrop down list you must choose Query(Top 5 Products). Each time that the query is executed, the pre-query (Top 5Products) is executed beforehand. This can lead to long runtimes. If you donot absolutely need to execute a pre-query (for example, you do not have tocalculate the top 5 products every time since these change only monthly),SAP recommends that you use a variable that represents a precalculatedvalue set, where the variable values are stored persistently.

Details TabIt allows to enter setting for all types of variables except those withReplacement path processing type.

o Variable RepresentsSelect the display area that the variable is to represent. Single Value Multiple Single ValueYou can use this setting with hierarchy nodes, for

example, to enable the user to enter several single nodes.

Interval Selection Option Precalculated Value SetThe variable represents a number of values that

are stored in a database table by the Reporting Agent.o Under Variable is, specify whether the variable input is Optional, Mandatory, or

Mandatory, Initial Value not Allowed.

o Under Variable is Ready for input you can determine whether the variable is input-enabled when the query or Web application is executed.

o The option Can be changed in query navigation enables you not only to select fromvalues that you entered in the variables screen after you have executed the query,but also use other values as dynamic filters in the query.

o Copy personalization data from variable: You can personalize variable values for

input-enabled variables for each user. These personal values are saved for eachvariable and each user.


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Default Value Tab Currencies & Unit TabThis can be used with Formula Variable. You can select from

following Dimensions.o Amounto Quantity

o Price (=currency/unit)o

Number (=default setting)o Date

Business Content VariablesThese are delivered for all types of variables. You have to activate thevariables delivered before you can use them. Variables that are delivered with Business Content fromSAP BW often have the SAP exit processing type.


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Unit #7: Exceptions & Conditions

Exceptions:If you do not set the active flag for an exception, you can activate the exception interactively in theWeb Analyzer or BEx Analyzer.

If you want to assign your own alert level colors, in the BEx toolbar in the BEx Analyzer chooseFormatPatterns. So that these changes are kept in the query, you have to save them in aworkbook. For Web applications, the formats are stored in the MIME Repository under the stylesheetused for the web template, such as BWReports.css. You can modify them there.

On General Tab,with key figures values on the border between two alert levels, the highest alert levelrank is used. E.g.

Alert Level 1 : Bad 3 : between 0 to 1000Alert Level 2 : Critical 3 : between 1000 to 3000KF Value 1000 will have Alert Level 1 : Bad 3.

On the Definition Tab, There is a setting for determining whether the exception is evaluated before orafter any local calculation within the query.


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On the Display Tab, if you select the checkbox for Exception Affects Data Cells, then the followingchoices can be made:(Check)


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If the checkbox for Exception Affects Characteristic Cells is selected, then you can select from thefollowing options: (Check)

On Cell Restrictions Tab, you can specify whether the exception applies to both detail and result(total) values or to only the result values. This setting is used for any characteristic that is not used in


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the Define Cell Restrictions area in the lower part of the screen. (Explore what happens for allcombinations)

You have the following selection options for the operators:(Check) Everything - The cell context is not restricted. The exception applies for every drilldown state

of the characteristic. Totals Only - The exception affects only the aggregated values of the characteristic. Everything Except Totals - The exception affects all values except for the aggregated values

of the characteristic. Fixed Value - The exception applies only to a specific characteristic value of the characteristic,

which you can determine in the search help in the Value field. You can also use acharacteristic value variable here.

Level - The exception applies only to specific hierarchy levels of the characteristic.

You have to use all characteristics that you specified in the Define Cell Restrictions area in thedrilldown of the report (when option is Exception Only Affects result & in Define cell areacharacteristics has operator other than Totals Only)since only then will the exception takeeffect. If there is a characteristic in the drilldown that is not recorded in the Define Cell Restrictionsarea, & if you selected Exception Only Affects Results, you have to place this characteristic at the endof the drilldown, otherwise the exception does not take effect. If Exception Affects Everything is

selected then it does not matter.

Neither the status nor the definition of the exception can be changed permanently in Web Analyzer.In the exception wizard in BI7 (only with Web Analyzer??), you get two exception types StatusException (Normal Exception) & Trend Exception. i.e. a KF might be considered an exception if thedeviation of the key figure is greater than +5% over time.

The operators Top N, Bottom N, Top %, Bottom %, Top Sum and Bottom Sum are not available inthe Exception Wizard since the filtering of the data supplied to the query has already been done.Those operators are only available when defining exceptions in the Query Designer.

In Set Visualization option (available only in Web Analyzer??), depending on Status Exception or

Trend Exception, you have an option to render the exception as background colour or as a symbolsuch as a traffic light (red, yellow or green) or an arrow showing the direction of a trend (up, down or


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flat). Choices are available for symbols to show only the symbol in place of the value or along withthe value either before or after it.

Note the arrow pointing to right to indicate yellow.


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In order for the exception to take effect, all characteristics with a value on this screen other thanStandard must be in the drilldown of the report. If there is a characteristic in the report drilldown thathas Standard as the assigned value on this screen, you have to place this characteristic at the endof the drilldown, otherwise the exception will not take effect. (Check contradictory with Examplebelow last para of Exceptions)

You can define several exceptions in a query for different value assignment areas or for differentversions. If the threshold value areas overlap when you activate several exceptions, the worst(highest) alert level counts.

On the Cell Restriction Tab, the option Exception Only Affects Results is chosen. In Define Cell

Restriction sold-to-party, material as Everything except Totals & Cal. Year/month is specified asTotals Only. Now, if you remove Cal. Year/month from drilldown, you don't see the key figure'ssingle values for the characteristic Cal. year / month any more, but it's results, so the exception stillworks and the coloring is still there. But instead if you remove sold-to-party from drilldown, you cansee that the key figure values are no longer shaded by the exception. This is because you now seethe results of the characteristic Sold-to Party in the report, and the results of this characteristic arenot affected by the exception since the cell restriction is Everything Except Totals.

Conditions:

Operators for Threshold Value Conditions

Equal to, Not Equal to, Less than, Greater than, Less than or equal to, Greater than or equal to,Between, Not between

Operators for Ranked List ConditionsTop N, Bottom N, Top %, Bottom % (Lists 15% of Customers with the Lowest Sales Revenue), TopSum (It displays all products with descending Sales till the total Sales reaches the threshold value incondition say 20,000), Bottom Sum (sorted ascending)

A mixed condition uses a combination of both threshold and ranking criteria, such as top 5salespeople plus products selling greater than 1000 EUR. (How to define? What is the effect ofTwo separate conditions or two separate condition parameters in one condition?)

When you execute a report with an active condition, you always see the unconditional query result inthe Overall Result row (overall result without filter). If you want to see the filtered (conditional) queryresult, then Calculate Result as Summation.


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On the characteristic assignments tab you define how the condition will work in conjunction with thecharacteristics in your query .

All characteristics in the drill-down independently - The condition is always valid for allcharacteristic combinations.

Most detailed characteristic along the rows - The condition is valid only when all

characteristics in the query have been used in the drill down along the rows. Most detailed characteristic along the columns - The condition is valid only when all

characteristics in the query have been used in the drill down along the columns. Individual Characteristic and Characteristic combinations - For this setting you define

precisely which characteristics must be in the drill down before the condition is valid. Checkthe boxes to include them.

If you are using several conditions in one report, conflicts can arise that lead to automaticdeactivation. The following status descriptions appear in the display:

VariantReason: The condition relates to a characteristic or characteristic combination thatis not included in the drilldown.

Not UsedReason: The condition relates to a characteristic that is drilled down using an activedisplay hierarchy.The condition relates to a characteristic that is included through theactivation of another condition, leading to a collision, and is therefore deactivated (however,you can reactivate this condition and automatically deactivate the last condition activated).

If you activate a condition for a combination of characteristics, the results row no longer displays.


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Unit #8: BEx Analyzer

Features Analysis Toolboxused to work with query results in workbook Design Toolboxused to design workbook

On the Open Dialogue Box for Workbook has 4 options (Find, Favourite, History & Roles) whereasOpen Dialogue Box for Query has 5 options InfoAreas is additional. The option History displays thelast 15 workbooks/queries you have worked with.

With Open Dialogue Box for Query, you can simply select InfoProvider & then use the navigationoptions in the workbook to filter the data as required.(Check in sys)But this would cause long runtimes as all data is extracted.

A workbook saved here could only be opened by the user who saved it there. This is regarded as apersonal set of workbooks. (Cannot open with find??)

The refresh icon appears slightly differently depending on whether the workbook is in automatic

refresh mode or manual refresh mode. To switch between the automatic refresh and manual refreshmodes simply press the refresh button in the analysis toolbox. Manual refresh has advantage overautomatic, when several filters are to be added, in auto the workbook refreshes after each filteradded whereas in manual refresh can be performed manually after adding all filters.

Changing Variable Values Variants - A variant is a collection of variable values which have been previously saved so that

they can easily be recalled. Personalize Variables - Instead of being presented with a huge number of irrelevant variable

values, the user simply sees the values which they use frequently. To save values to thepersonal list press the Personalize Variables button, the values currently entered in the

variables selection fields will be added to the list for the user. Start With These Values Next Time - If this box is checked then the next time the workbook

opens using the variables values in the dialog box.


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Tools button on Analysis Toolbox provides access to a number of useful tools such as1.

Query Designer2. Broadcaster (to send the workbook results to other users either immediately or at predefined

point of time.)

3.

Planning Modeler (to design planning applications that are fully integrated with the BExenvironment.)

4. Report Designer5. Web Analyzer


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Global Settings Display System Name in Local History - to identify the source of the report before opening. Log On with Attached GUI - If the user is already logged on to the SAP BI, this setting means

that the same user id will be used to launch the BEx Analyzer. Launch Legacy Version from RRMX - You can choose to launch the older BW 3.x version of

the BEx Analyzer from RRMX by checking this box.

Launch Analyzer whenever Excel starts

There is an option to log on/off manually. when you are logged on the 'plug' icon appears connected,when you are not logged on the 'plug' remains unconnected.

Workbook SettingsGeneral Tab

a. Refresh Workbook on openb. Process Variables on refreshc. Allow Drag and Drop - If you want the prevent the users from using the drag and

drop features then check this box. Don't forget to uncheck the Allow Navigationboxes in the design items such an analysis grid and filters, otherwise navigation can

still be carried out using the menu options.d. Protect WorkbookIf you want to protect your workbook from unauthorized

changes to the design aspects, it can be password protected here. Whenever adesign toolbox button is pressed the user will be prompted for a password. Enteringthe correct password will put the workbook into unprotected mode. It does notuncheck the Protect Workbook box.


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Unit #9: BEx Web Analyzer

Please note Report Designer is a part of BEx Web. The BEx Web Analyzer is integrated into the SAPNetWeaver Portal.

The Web Analyzer is able to access data from both SAP BI InfoProviders and third party BI sources.

Analyses run with the Web Analyzer can be broadcast or saved for future use. With the new BEx WebAnalyzer, users have two options for saving the results of their ad hoc analyses. The first option is tosave in either the BEx Portfolio or the Favorites portion of the Knowledge Management area. With the

second option, users can save their ad hoc analysis result as a BEx Query View via the context menu.The BEx Query View contains the navigation status of the analysis, but does not contain information


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about the layout (e.g. chart layout). This is saved in the BI metadata repository. This procedureallows you to use query views based on third-party BI data, as well as SAP NetWeaver BI data, asdata providers for BEx Web Applications or BEx Reports.

Users can easily switch between table view, graphic view, or a combination of both using a dropdownbox. The combination view is a new feature of the Web Analyzer.

The result of an ad hoc analysis containing exceptions created in this way can be saved in a KM folder

in the portal or broadcast to other parties. However, the exception created with the exception wizardin the Web Analyzer does not become part of either the query or query view definition. In order tomake an exception a permanent part of the query or query view definition, the exception must bedefined using the Exception Editor in the BEx Query Designer.

Printing & Broadcasting the analysis


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Unit #10: Information Broadcasting

Broadcast data can come from any SAP BI data source, but also non-SAP data sources can be used ina broadcast.

A role is delivered with NetWeaver BI which provides easy access to Broadcasts via the Portal. Anyportal user who is assigned to this role will be able to access their broadcasts easily via the Portal.


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Applications through which settings can be defined1. Query Designer2. BEx Analyzer3.

BEx Web Analyzer4.

Report Designer5. Portal

Object types available for broadcasting1. Query2. Query View3.

Report4.

Workbook5. Web Template

Distribution Types1. Broadcast Email2. Broadcast to the Portal3. Broadcast to the Printer

4.

Broadcast Email (Bursting) - The broadcaster retrieves the emails of the recipients from themaster data attributes of a reporting characteristic. ie. the email address of the cost centermanager could be an attribute of the characteristic 'Cost Center'.

5. Broadcast According to Exceptions6. Broadcast (Multi Channel) - Use this option when you need a combination of the above

methods.7. Fill precalculation store (??)8.

Precalculate Value Set This option will allow you to schedule a collection of filter values fora characteristic by running a control query. These collected filter values can then be used bya subsequent query as input parameters, thus dramatically improving online queryperformance.(Check Main Query is not scheduled?)

9. Fill OLAP cache - Use this type to setup a broadcast to warm up the OLAP cache so that

online query performance will improve. (??)10.Fill MDX cache - Use this type to setup a broadcast to warm up the MDX cache so that onlinequery performance will improve when using reporting tools (possibly 3rd party) which usethis extraction method. (??)

Options for Output Format are dependent on the selection you have made for Distribution Type. E.g.for Broadcast Email, the options available are HTML (to send the report results as a separate file),MHTML (Multipart HTML combines all the objects required for the report together in one single file toembed the BEx report within the body of the email), OnLine Links to Current Data, PDF (as anattachment).

Information Broadcasting Settings1. Recipient Tab

There are 3 options to include receiver1. One or more SAP users separated by semi-colons2. User in Role i.e the SAP users associated with the role or roles selected3. One or more E-Mail addresses separated by semi-colons

External E-mail addresses have to be maintained for users in SU01. For backgroundprocessing, the Authorization User setting can be used to assess date format and OLAPauthorizations, otherwise current user & its authorizations apply. If the document is createdin the foreground, the logon language is used unless you specify differently. If backgroundprocessing is used, the language in the setting is used.


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With User Specific option,user specific documents can be generated. i.e. The systemgenerates the document for each of the specified recipients with their personal settings (dateformat, language) and data authorizations. Recipients that are only specified with E-Mailaddresses are excluded from this.

2.

Text TabIn the Subject, you can attach Text Variable. The subject text can be 50 characters long.Importance of mail can be low, medium or high. Contents also can have Text Variable. Whensending online links, the system automatically adds a link to the text of the e-mail if it is notpart of the text via the variable PR_ONLINE_LINK.

3. General Pre-calculation TabThe theme drop down allows you to choose a preferred 'look' for the report results. If youcheck the box 'Only Upon Data Change' then the broadcast will only be sent if the data haschanged since the last broadcast sent with this setting. An important prerequisite is that thisbroadcast setting has not been modified since the first broadcast.


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4. Filter Navigation TabFor workbooks there is no filtering option. The only Output Format which supports filteringis HTML and you must use the Zip option.Filtering a query which has sales for six differentDivisions for example, would result in six separate files by Division within the zipped file. Anycharacteristics in the query but not in the filter can be filtered on.If Add Unfiltered View is selected, a view will be pre-calculated which does contain the

selected characteristic. (??)For each characteristic combination that occurs in the control query, a filtered document iscalculated. You should evaluate the number of possible combination the control query maygenerate as this could cause a very large number of views to be created.

Scheduling1. Immediatelyon execution with or without saving the settings2. Execution with Data Change in the InfoProvider3. Execution at Pre-Defined Time4.

Direct Scheduling in the Background Processing

Workbook Pre-calculationsBefore you can broadcast workbook results you must first setup the workbook precalculation service.

Install Microsoft .Net Framework (installed with SAP Frontend) Install SAP GUI 6.40 Install SAP Netweaver BI Frontend 2004s (BI Add-On). Install Microsoft Excel 2000 or higher

Several administrative activities are necessary in the BW system for pre-calculation and distribution ofworkbooks.


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Here are the main steps for setup:1. Install the pre-calculation software that is part of BI Add On.2. After Finishing the installation go to the Services Window of your operating system3.

Search for Service called SAP BW PRECALCULATION SERVICE 7.0. Double click on the service4.

Enable Automatic as Startup type.5. In the logon tab mark the checkbox 'Allow service to interact with desktop'.

6.

Log on to the BW system from the pc where you created the settings above, and entertransaction RSPRECADMIN in order to Create Precalculation Server.

7. Enter the technical name of the server (max. 10 characters) and a description. Thedescription is language dependent and appears in the BEx Broadcaster during selection of aspecial precalculation server. The precalculation server, which from a technical viewpoint isan RFC server, appears in the list.

8. Start the Windows service SAP BW Precalculation Service. The precalculation server is readyand the status display of the precalculation server shows a green light. You can now see theserver in the broadcaster setting dialog for a workbook precalculation distribution type.

There is a log available to do trouble shooting in SPRO. The path is SAP Reference IMG > SAPNetWeaver > SAP Business Information Warehouse > Reporting-relevant Settings > General

Reporting Settings in Business Explorer > Administer Precalculation Server > Select theDocumentation for the ServerIcon > Display the Front End Log.

A broadcast setting is created from a saved workbook (i.e. Not a temporary workbook) from the Toolsoption in the menu bar.

If the workbook contains variables, you can enter the desired variant, the data of which is used toprecalculate the workbook, in the Variants field.

Highlighting Select Automatically, the system would use the first available pre-calculation server fromthe pre-calculation servers set in Customizing. If the system should use a special pre-calculationserver, then highlight Special Server and specify it. If this special server is not available, then thesystem terminates.


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Unit #11: Enterprise Portal Integration

You can integrate business-relevant content from SAP Business Intelligence seamlessly into a SAPEnterprise Portal. The SAP Enterprise Portal enables you to access applications from other systemsand sources, such as the Internet or Intranet. Using one entry point, you can reach both structuredand unstructured information.

SAP BI users see their SAP BI role in the SAP Enterprise portal with the same content. You can alsouse the iView concept to integrate SAP BI applications and bring individual Web applications from SAPBI as an iView into the SAP Enterprise Portal.

Portal DesktopIt refers to the entire portal screen, including content and layout.

The three main areas are1.

Header areaIt consists ofa.

MastheadIt contains branding elements, user identification, and the appropriate(based on the portal configuration) function links from among Help, Personalize, NewSession, Log Off and Log On.

b. ToolsA persistent area that provides ready access to such key applications as real-time collaboration, or to a search component.

c. Top-Level NavigationYour entry point for navigating the content available to yourrole on your portal.

2.

Navigation panelYou can reduce, enlarge, collapse, and expand the navigation panel byclicking the appropriate arrow icons. It contains following Navigational iViews

a. Detailed NavigationThis contains links to all the content that is assigned to you,displayed in tree format.

b. Dynamic NavigationThis area contains iViews whose user interface controls, such

as drop-down lists and links, access databases and retrieve data related to thecontent displayed in the content area.


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c. Drag&Relate TargetsThis iView contains a list of links pointing to iViews that havebeen configured with drag-on capability, according to user permissions. When youdrag data items from content iViews onto these links, you receive relatedinformation.It enables you to execute BI applications or other transactions with BI contentsacross system boundaries by connecting data from one application with data in

another application.If you are publishing iViews in the enterprise portal using the BEx Web ApplicationDesigner or the BEx Query Designer, these iViews are Drag & Relate target objectsby default and can therefore be selected as targets in other iViews.

You can use the Drag & Relate function with Drag & Relate-enabled characteristics intables and charts. In charts you are able to use Drag & Relate from legends, as longas the legend only contains one characteristic.(Why??)Note that the Drag & Relate function does not replace the Report-ReportInterface(RRI) function. The two functions complement each other.

Possible Drag & Relate Scenarios BEx Web application BEx Web application

BEx Web application R/3 transaction R/3 transaction BEx Web application

BEx Web application External (for example, Web Site)

By default you are only able to use the Drag & Relate function for InfoObjects withthe BOR (Business Object Repository) object type assigned, where the key is exactlythe same. Not all characteristics of the Business Content are assigned. Anycorrelation that you want to establish between BI InfoObjects and R/3 objects Unifierhas to be defined manually with the so called Relationship Editor. If you do want touse InfoObjects that are not listed for Drag&Relate scenarios, first check whether youare able to build the scenarios using the report-report interface.

The following characteristics are Drag & Relate enabled:Basic Characteristics Description

0ABCPROCESS Business process number

0APPLICANT Applicant

0APPR_REQU Appropriation request

0ASSET Asset subnumber

0BPARTNER Business partner

0COORDER Order number

0COSTCENTER Cost center

0CS_ORDER Service order

0CUSTOMER Customer number

0DOC_NUMBER Sales document

0EMPLOYEE Employee0EQUIPMENT Equipment number

0FUNCT_LOC Functional location

0INSP_LOT Inspection lot number

0MATERIAL Material

0PLANT Plant

0WORKCENTER Work center/ resources

d. Related LinksThis iView contains a list of links whose target topics are relevant tothe iView or portal page with which you are currently working. The links arepredefined on the iView and the page levels (Portal Content Studio It provides a

central environment for developing & managing different types of portal content such


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as iViews, pages, layouts, roles etc. ). Clicking an object in the Related Links iViewopens its content in a new browser window that can be customized.Portal Favorites iViewThis iView contains user-compiled links that provide directaccess to Knowledge Management (KM) elements, such as folders and documents,and portal navigation objects such as pages, or iViews that run as full-pageapplications.

1.

Content areaThe integration of SAP BI and SAP EP is especially concentrated on thecontent area. Area in which administrative tools, navigation results, and portal pages withiView content are displayed.

a. Page Title BarAn iView below header area containing items related to the currentlydisplayed content page.

b.

Portal Pages (Services)It consists of iViews and are integrated into Portal via Portalroles.

c. iViewSAP Enterprise Portal lets you retrieve data through the use of mini programscalled iViews (integrated views). iViews can access documents, e-mail, Web sites,intranets, and data in enterprise applications.

Depending on the type of integration, you create various objects with various displays in the portal.The display types are

1. BEx Web Application as iViewWeb-based BI application that is displayed as an iView in theEnterprise Portal. BEx Web applications are BI Web templates executed in the Web that arecreated using the BEx Web Application Designer.

2. BEx Web Application as a Document in Knowledge ManagementIn a document stored in aKM folder with historic data of a Web-based BI application.

3. BEx Web Application as Online Link in Knowledge ManagementLink to a Web-based BIapplication with current data in a KM folder. The display requires the Repository-Manager forBI Metadata.

4. BI Workbook as iViewMS Excel workbook with one or more embedded queries that aredisplayed in a separate browser window as an iView in the Enterprise Portal.

Masthead

Top-level

Navigation

Tools


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5. BI Workbook as a Document in Knowledge ManagementMS Excel workbook with one ormore embedded queries that is stored as a document with historic data in a KM folder.

6. BI Query as iViewQuery that is displayed as a Web-based BI application in a standard view(Standard Web Template for Ad-hoc Analysis) as an iView in the Enterprise Portal. It is aspecial form of a BEx Web application.

7. BEx Query as Online Link in Knowledge ManagementA link to a query with current data

stored in a KM folder that is displayed with the Standard Web Template for Ad-hoc Analysis.The display requires the Repository Manager for BI Metadata.

8. BI Query as a Document in Knowledge ManagementA document with historic data for aquery stored in a KM folder that is displayed with the Standard Web Template for Ad-hoc

Analysis.9.

Individual BI Document as a Document in Knowledge Management as iViewA singledocument generated in SAP BI (such as documentation for metadata) that is displayed as iniView in the Enterprise Portal. The document of the link can either be available through theRepository Manager for BI Document and BI Metadata in Knowledge Management or aprecalculated BEx Web Application in Knowledge Management.

10.Multiple BI Documents in Knowledge Management as iViewMultiple documents and/or linksfrom a folder in Knowledge Management are displayed with a KM Navigation iView. The

documents and/or links in Knowledge Management can come from SAP BI and other sources.The layout of a KM Navigation iView can be adapted using layout sets.

11.Web-Interface as iViewWeb-capable planning application of BI BPS that is displayed in theEnterprise Portal as an iView.

12.Components from SAP BIDifferent applications and tools from SAP BI, such as theAdministrator Workbench, the BEx Query Designer, the BEx Web Application Designer or theBEx Analyzer.

To distribute or integrate content from SAP BI to the SAP Enterprise Portal you can use the followingtools:

1. BEx broadcasting wizard2. BEx Broadcaster

3.

BEx Web Application Designer4. BEx Query Designer5. Portal Content StudioCentral environment for the creation & management of the portal

content in the Enterprise Portal. You can use it to edit iViews, Portal Pages, layout of PortalPages, Portal Roles, Worksets (Worksets let you bundle iViews and pages in folderhierarchies, like for roles. Worksets represent generic, re-usable structures. A workset may beused in any number of roles, and a role may consist of a number of different worksets. Youmay not assign worksets to users. A workset that is to be added to a portal therefore isalways part of a role.)

6. KM ContentCentral environment for the creation & management of documents & links inKnowledge Management.

7.

SAP Role UploadTool for uploading role definitions and the associated objects frombackend systems (for example a BI system) into the Enterprise Portal.


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The tools are customized for various groups of users:1. Information Consumer - Broadcasting Wizard2. Knowledge Worker - BEx Broadcaster3. Authors and analysts

a. BEx Query DesignerFollowing options are available to publish a query.i. Publish in RolesThe system saves a link to the current query in the

selected role. This role can later be integrated into the SAP Enterprise Portalwith the function Role Upload.

ii.

Publish to Portal

iii. BEx Broadcaster


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b. BEx Web Application DesignerSame options are available as above with oneadditional option.

i. Publish in Roleii.

Publish to PortalDepending on view, the system generates either iViews inthe portal or links in Knowledge Management.

iii. BEx Broadcaster

iv.

Copy URL into clipboardc. BEx Report Designer (For formatted reports)d. BEx Broadcaster (to generate pre-calculated documents & links to BEx Web

Applications or Queries in Knowledge Management)4.

Administrators Portal Content Studio - KM-Content, SAP Role Upload

The Portal Content Studio is a tool within the portal that enables manual inclusion of content fromSAP BI, i.e. generation of iViews with BI workbooks is not directly supported from within the BEx

Analyzer.

Portal RolesThe Portal Roles view displays the portal roles assigned to the user. This view combines the storage

of iViews in the Portal Content Directory (PCD is the central storage mechanism of the portal. Itstores data from portal content objects such as roles, pages, system landscape, worksets and manymore) and assignment of iViews to a portal role or portal page. The iViews are always appended tothe folders of the portal role or to the portal page from below. You can also generate links inKnowledge Management in the Portal Roles view.

The system shows all iViews with BEx Web applications from the BEx system that you logged ontowith the BEx Web Application Designer. The content of KM navigation iViews that are included in theportal roles or portal pages is seamlessly integrated into the hierarchy of the portal roles. Thegenerated iView receives all the same properties described under the Portal Content view.

If you select a folder below KM navigation iView, this folder becomes a folder in Knowledge

Management and the system generates a link in Knowledge Management. Portal systemadministrators (users with the portal role super_admin_role) are able to see the contents of the viewPortal Roles in the portal under Content Administration Portal Content. To see the contents of theindividual portal roles you need to open the portal roles for editing.

The main purpose of Role upload is you want to continue to use existing role definitions for a BIsystem in the Enterprise Portal since the BI system is the leading system & You want to use objectsfrom a BI system as content objects to build your roles in Portal. Initially, you upload all relevant rolesand objects from the BI system into the Enterprise Portal. In the future you want to create andmaintain your content objects only in the portal or you can upload new role created in backendsystem.

Before you can upload objects from SAP BI into SAP EP, you must carry out the following steps:

1.

Import the plug-inYou have to import the SAP Basis Plug-In into every BI system fromwhich you want to do an upload.

2. Authorizations in the BI SystemYou need the authorization S_RFC in the BI system for thefunction group PWP2.

3.

Configuring the system landscape in the portalYou need to create a system in the portalwithin the portal system landscape for every BI system from which you upload objects.

The uploaded objects are converted into portal objects. You can use these objects in the portalwithout making any technical adjustments. The objects from ABAP-based systems do not need anypost-processing in the portal. They are converted to portal objects when they are uploaded.

Role upload includes following functions1. Upload roles (single roles and composite roles), or Transactions from the SAP backend

system to the portal.


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2. Upload the services and attributes contained in the roles. Uploaded services that depend onthe role are created in the PCD (Portal Content Directory).

3. Single roles are created as either portal roles or worksets with the corresponding menuhierarchy in the PCD, the same as the attributes of the contained services (such astransactions).

4. Composite roles are created as either portal roles or worksets with their corresponding menu

hierarchy in the PCD.5. When objects are uploaded again, you can define whether or not existing objects should be

overwritten.6. User assignments can also be uploaded to the portal.

To upload objects from ABAP-based systems you have to perform the following steps:1.

Choose System Administration Transport Role Upload.2. Under SAP System select the system from which you want to perform the upload.3. Select the Object Type you want to upload, for example: Roles & Transactions4. Enter an ID to search the objects that should actually be uploaded.5. Select either single objects and choose Add or select Add All for the upload.6. In this way you can also include objects from different component systems in the list for

uploading, and upload them all together. You should make sure that the upload packages aredivided into clear and meaningful units. SAP therefore recommends that you only uploadobjects from one system in a given package.

7.

After upload, you should define settings for the upload. e.g. Upload User Mapping (anuploaded role is automatically assigned to a portal user, a prerequisite for this is that theseusers have a corresponding user in the ABAP-based system); Upload included services (whenroles are uploaded, the services included in the roles, such as transactions, are also uploadedand created as separate objects in the PCD); Overwrite existing content; Migrate First FolderLevel as Entry Point, etc.

8.

After defining setting, choose start upload. A new screen displays status of upload process.9. Once the upload is completed, you can see the log to check if the objects are uploaded

correctly.

Once the objects have been uploaded from the ABAP-based systems, they can be found in the PortalCatalog in the relevant folders. In the Portal Catalog, choose Portal Content Migrated Content

SAPComponentSystems. You will find further sub-folders in this folder. The objects uploaded from


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the backend systems are stored by the portal object type to which they were converted and thelogical system from which they were uploaded.


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Unit #12: Document Integration

Enterprise Knowledge Management provides central and role-based access to the information in yourcompany and creates a connection between structured business data and unstructured documents.

In the new Document Browser and in the List of Documents web item, you can display the columnsName, Content., Assignment (to the BI Data) and Author/Change Date. The columns can be switchedon and off online or in the configuration.

If configured, the user can edit the document directly in the Document Browser. The user can also: Upload new documents Add Links to documents (only for documents in the CM Repository) Add Comments about the documents

These comments are not embedded in the document but simply are references to the document.


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KM integration makes all of the KM services available for BI documents (e.g. text search, text mining,subscription, rating, personal documents, discussions). These services allow efficient collaboration inyour corporate portal and allow individual users and teams to communicate within their businessprocesses and access shared data in virtual rooms. You can integrate SAP NetWeaver applicationsand third-party applications in rooms.

For each document shown in the Document Browser, you can configure the feedback service to beavailable to the user.

For metadata, master data and transaction data, you can define and even link one or moredocuments in various formats, versions and languages.

SAP distinguishes between logical documents, which are linked to BI objects using attributes (e.g.object type and object name), and physical documents which belong to a specific logical document asindividual characteristic values (versions) and which present meta-descriptions for individual filesusing their attributes (e.g. language and format). You can store the individual files either on an SAPdatabase or on an external content server using an HTTP interface.

Document Classes1.

MetadataThe documents for metadata can be defined for BW objects such as InfoObject,InfoCube, InfoSet, ODS Object & Query.

The name has to be unique among all documents in a document class. The descriptionappears later as a hyperlink text in the access browser window.

Multipurpose Internet Mail Extensions: MIME is an enhancement of the original Internet EmailProtocol, which enables different types of data to be exchanged on the Internet. It contains,among other things, audio, video, graphical, and application programs as well as ASCII files(originally only ASCII files).


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If you define several documents for a metadata object with the property OnlineDocumentation, only the last created document displays as an online link, all previousdocuments display as link references. The Online Documentation displays by default as F1help for the object to which it is assigned.

The ways in which you can reach to the document definition

From Administrator Workbench

Documents For Queries, Query Designer View Documents

For InfoObjects, Administrator Workbench Modeling InfoObjects or RSD1 Edit InfoObjects

2. Master DataYou can define documents for single characteristic values for master data.


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Alternate way to reach the document definition is Administrator Workbench Modeling InfoObjects Maintain master data Choose a characteristics value & choose Goto

Documents.

3.

InfoProvider DataYou can assign one or more documents to the transaction data of anInfoProvider. You also have the option of assigning any number of documents to acombination of characteristic values and key figures. The documents are then displayed in thereport in a context-sensitive fashion, which means that access to the documents adjustsaccording to the navigational state of the report.


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In characteristic InfoObject maintenance on the General tab page, you determine whetherthe characteristic is permitted as a document attribute.

Generally, you can use the context menu in the report and then Documents DisplayDocuments to reach the Document Browser window and create a new document using NewComment (or Formatted text or Upload).

To link one document from any document class to another document, without actually linking to thisdocument physically, you have to save both documents in a format that supports hyperlinks: such asHTML, Microsoft WORD or Microsoft EXCEL.

The context menu in the Report, Documents Comment or Documents Formatted text to createa new document.

The Repository Framework includes repository managers for documents stored on BI and in the

Content Management (CM) repository on the portal. This allows the user access to documents storedon either system.

The BI documents for Metadata, Master Data and InfoProvider Data can be integrated into the portal-based KM in different ways:

With the Repository Manager for BI Documents. In this case the documents are physicallystored on the BI server in the SKWF framework.

With a migration of documents into a CM repository. In this case, the documents arephysically stored in the portal. This allows the documents for master data and InfoProviderdata to be assigned on the hierarchy node level as well (in addition to the characteristicvalues).

With the Repository Manager for BI Metadata. In contrast to manually created documentationfor metadata, the HTML-based documentation for the BI metadata will continue to begenerated automatically from the metadata repository as needed.

For the query, choose Properties Display Document Links and check all the boxes.


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Unit #13: Report Report Interface

With a single click you can go to the desired jump target.

Source as Sender:BEx QueryInfoCube (Settings will apply to all the queries on that InfoCube)

Target as the Receiver:

SAP BW (internal)

o BEx Queries

o Web Applicationso Crystal Reportso URLs(Web Address)

External SAP Source Systemo InfoSet Querieso Transactionso ABAP/4 Reports

Source System for Target: Local Source System

o One Source Systemo All Source SystemsHere specify the source system in which you first want to

choose the required report.For the receiver report you can also assign another name.

If an InfoCube is filled from several InfoSources, you should specify which InfoSource the data is tobe extracted from when allocating the receiver report. Select the desired InfoSource in theInfoSource column using the F4 help. (Check in system??)

If, during the load process (source system BI), fields are converted into this InfoSource, then youmust create a conversion routine for the read process in the InfoSource.(What are conversionroutines??)E.g. Within an RRI, if the InfoObject 0FISCPER (2002.003) is handed over as parameterto the source system, then this must be divided again into two individual fields (YEAR 2002 andPERIOD 003). The source system does not have a data field with the compound information andcould not otherwise interpret the parameters transferred.

Sometimes it is desirable to maintain the field allocations individually for the parameter transfer of thetransmitter to the receiver. For this, there are two exits.

EXIT_SAPLRSBBS_001: Here the field allocation to the DataSource in the source system canbe adapted.

EXIT_SAPLRSBBS_002: This functional module is called before the jump in an ECC sourcesystem.(For Details refer How To paper Drilldown to OLTP using User Exitmapping)

Calling up specific reports takes a long time if selections are missing. In BI, you can prevent a calledreport from starting when jumping if it does not fulfil certain conditions that you specify as mandatoryinput. The conditions can be entered via parameters in Field Assignments dialog box. The systemproposes all other field assignments generically.

Group Description Default Setting Alternative

Type Generic V VariablesI InfoObject3 Table FieldP URL ParametersX Delete


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Selection Type * P ParameterE Individual ValuesI IntervalS Selection OptionH Hierarchy nodes

Mandatory Entry No (Empty Checkbox) Yes (Indicator Set)

In order to determine the necessary parameter on the Internet side, extensive HTML knowledge isnecessary. The Internet source code must be interpreted. So, for example, the stock symbol of acustomer can be passed to a receiver URL and the current share quotation can be returned.


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Unit #14: Managing Query Objects

Deleting Query Objects:You can delete query in Query Designer or using the path Business ExplorerQuery DeleteObjects. In order to delete a query object, there must be at least one query, structure, restricted keyfigure, or calculated key figure.If dependent workbooks, Crystal Reports, and views still exist for the objects, the system gives youthe option of deleting the objects from the favorites and roles of all users.

Coping Queries between InfoProviders:The target InfoProvider must contain all of the InfoObjects in the source InfoProvider. While copingthe queries, you can check the InfoCube Compatibility.

For re-usable sub-objects Variables are InfoProvider-independent; no copies are created. No copies are created of global structures, calculated key figures, or restricted key figures on

the InfoProvider level.

The copied queries and sub-objects have a modified technical name that is a combination of thetechnical name of the original object and the added elements _.

Translating Query Objects:In the Translation function area in the Data Warehousing Workbench, you can translate short andlong texts for BI objects, this includes query objects. Once a query is selected for translation theworklist automatically includes the sub-objects for translation, for example restricted key figures,variables. Also the worklist includes any connected objects such as workbooks.

Performance aspects of Query Definition:Dos & Donts

Overlapping filters

Too many drill-down characteristics in the initial view

Over-use of exclude functionConsider using inclusions wherever possible even if this meansthat the initial setup of the filters is more complex.

Design aggregates aligned to common filter requirements Make use of pre-calculated web templatesIt is possible to schedule the execution of the

query at any desired time. The results are stored within a web template which means thatweb users have instant access to ready-made reports. However do bear in mind that theresults are calculated at the time the query was run and this may mean the data is notalways up to date.

Make use of value setsValue sets are containers which hold the results for a singlecharacteristic which was generated from a scheduled query. For example you can schedule aquery to run each night to calculate the top ten customers by profit. This list of customers

can be stored persistently as a value set so that you can use this list as a ready-made inputfor another query.

Switch BEx Analyzer workbook refresh mode to manualIf your users want to select anumber of filter values at one time then switch the refresh mode to manual so that the usercan choose the filter values first without the automatic refresh taking place. This means onlyone round trip to the InfoProvider is necessary to process all filters selected.

Use query performance monitoring tools Ensure the query read mode is set appropriatelyThe query read mode allows the query

developer/administrator to determine the mode in which the OLAP process operates withregard to extracting reporting data. E.g. you may set the query to read all free characteristicsor hierarchy node levels when the query first runs. This will mean the initial refresh of thequery may be slower but the subsequent changes to the filters will be much quicker as all thedata has already been read in memory. If you are looking for the initial execution of the

query to be quick then consider setting the read mode so that the free characteristics areonly processed when they are required by the user.


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Warm up query cache via broadcasterWhenever a query is refreshed the OLAP processorchecks to see if the required results have already been collected in the query cache. It is alsopossible to schedule the filling of the query cache from the broadcaster so that the cache is'warmed up'. This has a significant impact on query performance.

Implement BI AcceleratorBI Accelerator (BIA) ensures that the queries run at the fastestpossible speed.


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Unit #15: Business Content

The Information model in Business Content consists of Roles, Queries & Workbooks (BI Reports &particular Views of them), underlying InfoProviders, InfoObjects (Characteristics & KFs used in thereport), URs & Extractors.

With Business Content, all the necessary objects can be activated at the same time.

Analytical Applications:BI release delivers cross-component applications such as analytical applications in the form ofbusiness packages. These business packages deliver targeted access to information for a process.The areas for analytical applications include Sales Analysis, Campaign Management, MarketExploration, Procurement Analysis, Production Analysis, Inventory Analysis, Customer CreditManagement, and Packages for E-Analytics. Each business package consists of an overview page, thecockpit, and additional target-oriented user interfaces known as worksets.

SAP DemoContent:You can also use SAP DemoContent with delivered examples. The data is stored as flat files during

installation on the BI server. This allows demo scenarios from the Purchasing, Sales and Distribution,Financial Analysis, Profitability Analysis, Mobile Applications, AC Nielsen, and SEM to be activated anddisplayed.The corresponding roles are:

Demo role (SAP_BW_0D_SAPDEMO) Demo ACNielsen US (SAP_BW_0D_ACNUS1)

Mobile Executive (SAP_BW_0D_MOBILE_EXECUTIVE)In addition, the Demo Web Applications are delivered for the following roles:

Sales Cockpit (SAP_BW_SALES_COCKPIT) Demo Role (SAP_BW_0D_SAPDEMO)

Metadata Repository:

It contains definitions of all active objects delivered in Business Content, as well as their links to otherobjects. The information includes

Technical data - Technical name, object version, content release, and description Graphical display - the data flow and star schema (the latter available only for InfoCubes) Additional objects - the required objects, objects to which data is forwarded, and objects that

supply data

In the Business Content Browser, when you choose to transfer the objects. The system then gatherstogether all the objects related to the query. This takes place as a background job.

Settings in Business Content1. GroupingHere, you determined what is to be gathered.

a.

Only Necessary ObjectsThis is the minimal variant of Business Content transfer.b. In Data Flow Beforec.

In Data Flow Afterwardsd. In Data Flow Before & AfterwardsThis is the maximal variant of Business Content

transfer.2. Collection Mode

a. Collect Automaticallyb. Start Manual CollectionThe objects to be activated are only collected if you choose

the Gather Dependent Objects function.3. Type of Transfer

a.

Simulate InstallationThe result of the activation is shown by a green or red iconbeneath the Simulation result header.

b. Install

c.

Install in BackgroundSelected objects are activated in Background as a batch job.


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d. Install & TransportSelected objects are activated & written to the transportrequest.

4. Displaya.

Hierarchyb.

List5. Install Columnindicates objects transferred for the first time or objects redelivered by

Business Content in more recent version6. Match or Copy ColumnA checkbox is displayed if it is possible to compare SAP delivery

version with active version. This indicator is set by default, with this, your version is matchedto the new SAP delivery version and enhanced. If you remove this indicator, the new SAPdelivery version is copied in its entirety.


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Unit #16: Further SAP BI Reporting Tools

BEx AnalyzerBEx Web Application DesignerThe template can be enhanced with native web languages such asHTML and Java Script.BEx Report DesignerNetWeaver Visual ComposerIt is part of SAP Analytics. BI can provide content to the VisualComposer via the BI Integration Wizard. It helps in building a closed loop analytical application whichbring together all the key information required (from transactional and analytical sources) in oneplace to support my decision making.

Unit #17: Appendix

BW 3.5 Query DesignerThere are various options for calling up the Query Designer:

From the BEx Analyzer open dialog box

As a separate program using Start

Programs

Business Explorer

Query Designer Using the Web Application Designer (see the BEx Web Application Designer unit) With Crystal Reports (Crystal Reports >=8.5 including CR add-ons for SAP)

It offers different choices depending on the type of object selected

Object Type Dialog Box Available

Workbook History, Favorites, Roles

Queries History, Favorites, Roles, InfoAreas

Stored Query Views History, Favorites, Roles, InfoAreas

Exceptions History, InfoAreas

A restriction on a free characteristic affects the entire query, even if the free characteristic is not inthe drilldown. Characteristics in the global filter are only used to filter the data from the InfoProvider.

Text Elements in BEx Analyzer Report Author Last Changed By InfoProvider

Query Technical Name Key Date - Contains the date for which the time-dependent master data is selected. You

create a key date either in the query definition (in Query Properties) or provide the valueusing a variable. If no key date has been defined, the system date is taken as the key date.

Changed At Status of DataFor MultiProviders, the current InfoPackages are determined from the

individual BasicCubes and from there, the one with the oldest date is referred to for the

status of the data. Current User Last Refreshed - Data and time at which the query data was last refreshed. Variables, Filter Values, Conditions, Exceptions

BI Migration Aspects-

Objects created with SAP NetWeaver 2004s BEx Tools can no longer be edited with 3.x BExTool, however they still appear in the Open D