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An integrated and state-of-the art modeling environment For all types of queries, reports, and analytics For business users and IT Business For BI data & external data
Process Experts
us En er typ ter e Qu pri er se y & Re An por aly tin sis g,
for modeling & deployment
An
Business Users
A state-of-the art BI runtime for the masses: High visual appeal & usability High performance use of BI Mass distribution A seamless integration into MS Excel SAP NetWeaver Portal Knowledge management & collaboration capabilities Composite applications
Information Consumers
Enterprise Reporting, Query, & Analysis - Benefits The scenario comprises all ways that BI data is provided to endusers and how end-users interact with BI data
Composite Applications (Embedded BI) BI Applications Ad Hoc Analysis Excel Integration Enterprise Reports
Reducing TCO by
Minimizing the training costs for end-users (state-of-the art UIs) Use of an adaptable and flexible BI modeling environment (SAP Business Explorer & SAP NetWeaver Visual Composer)
Driving ROI by
Extending the reach to masses of users Avoiding the IT bottle neck by enabling the business user Providing high end-user productivity Guaranteeing fast and informed business decisions on all company levels
SAP AG 2007, SAP NetWeaver BI 7.0 / 4
Enterprise Reporting, Query, & Analysis Scenario Variants Query, Reporting & Analysis Design
Describes how IT and/or business users can design and deploy standard reporting and analysis for large groups of end-users.
Excel Integration
Describes how business users can model and interact with BI data by fully leveraging MS Excel capabilities (Add-On in Excel: BEx Analyzer)
Information Broadcasting
Describes how IT and/or business users can distribute BI data at a required time (ad hoc, scheduled, when data is changed, or based on exceptions), via various channels (e-mail, printer or portal) and in various formats
7.0 Business Explorer Suite (BEx) Information Broadcasting 7.0 BEx Web
BI Pattern Web Application Designer MS Excel Add-in
BEx Analyzer
Web Analyzer
Report Designer
low
Business User Information Consumer
no
Queries
Reports
Platform
BI (based on AS ABAP)
Persistence Layer Query Info Web Apps Queries Views Providers
Internet Grafic Service
XML
ADS
Composite
Ad Hoc
BI App
MS Excel
SAP Business Explorer Suite (BEx) Ad Hoc Query & Analysis Web Analyzer Reporting and Analysis Design Web Application Designer Report Designer MS Excel Integration Analyzer (Add-In)
3rd-Party BI Data
Designing a Report
BI User Interaction
Tools: BEx Query Designer BEx Report Designer BEx Web Application Designer
(4) Open query (5) Design report (6) Save report (7) Create new Web template (8) Insert Web items (9) Assign Data Provider (10) Configure interaction (11) Save Web application (12) Deploy (13) Access BI data (14) Analyze data (if applicable) (15) Personalyze data (if applicable) (16) Integrate documents (if applicable) (17) Use KM services (if applicable) (18) Use export/printing services (if applicable) (19) Use Information Broadcasting (if applicable)
NW7.0 Portal
7.0 Business Explorer Suite (BEx) Information Broadcasting 7.0 BEx Web
BI Pattern Web Application Designer MS Excel Add-in
BEx Analyzer
Web Analyzer
Report Designer
State-of-the-Art UI 1
A newly developed state-of-the-art UI helps all types of users in creating queries. It includes Enhanced property display and change directly in context (properties pane) Support of multi-selected objects (drag&drop and changing properties for objects of the same type)
State-of-the-Art UI 2
Extended visualization of states and user actions, for example Display of the objects during a drag operation Display of drop points
Creating display hierarchies for key figures or structure members using drag&drop
State-of-the-Art UI 3
Options for Cut and Insert Cut and insert are available via the context menu. Cut: The objects are just marked as contained in clipboard (displayed with semitransparent icons). Insert: The objects are moved from source and pasted to the target.
State-of-the-Art UI 3
New layout of the BEx Query Designer with different components:
Viewer components for InfoProviders Filter Rows/Columns Tabular mode Cell Editor Properties etc. available via Tab pages Windows
State-of-the-Art UI 4
Enhanced application menus, context menus, and toolbars Context menu and application menu containing icons for common commands and showing common keyboard shortcuts (if available)
Application Menu
Context Menu
Three task oriented Toolbars are available Toolbars can be displayed or removed on demand via application menu
A message pane that shows errors in the query definition and provides correction helps
The new version of the BEx Query Designer provides a large number of new functions and enhancements for query authors, for example: Display options for default property values of query objects: For every query object, the user can choose for any property, if it represents the setting of the InfoObject, or his/her self defined setting. Example: Number format properties of a key figure
This flag indicates, that the number of decimal places for this key figure, 0,000, is derived from the key figure setting.
SAP AG 2007, SAP NetWeaver BI 7.0 / 20
The scaling factor for the key figure is set by the user it is not derived from the key figure setting.
Enhanced options for displaying keys and texts (and its combinations) for objects in the query definition (available in the properties).
New Functions of the BEx Query Designer 3: Top Down Definition Capabilities
Top down definition capabilities: Creation of objects which might be needed is allowed at the same place where they are needed. Example: You want to create a formula Variance from US Revenue using a restricted key figure that shows the revenue for the US. You can create this new restricted key figure launching the selection editor directly from the context of the formula editor.
1. Choose New selection directly in the formula editor
2. Choose Edit 3. The selection editor opens create the restricted key figure you need for your formula
After starting the exception editor, define the setting for your exception. On the General tab page, enter a description and define the threshold values for the exception.
On the Display tab page, you can change the options in which way data cells or characteristic cells are affected by the exception.
On the Cell restrictions tab page, you can change if the exception for unlisted characteristics should be applied for all values or for totals only.
Important note: The definition of thresholds for key figures and the definition of cell restrictions for special characteristics can only be changed in the exception editor. It is not possible to change these settings in context.
SAP AG 2007, SAP NetWeaver BI 7.0 / 31
Start the definition of a new condition using the context menu (right click in the conditions area New condition).
On the General tab page in the condition editor, you can define the description for the condition and the condition type. Enter the key figure, the operator, and the appropriate values for your condition. You can flag your condition as active.
The options to change settings for conditions are also available directly in context of the condition in the properties area of the Query Designer. This allows a quick changing of conditions without starting the editor again.
Enhanced Filter Options Enhanced filter options: With the new BEx Query Designer the options for setting filters were redesigned and enhanced. There is a new tab page for filter available which consists of two areas:
In the Characteristic Restrictions area, you can set static filters for your query. Put a characteristic in this area and restrict it. New: You can save this filter characteristic as a re-usable object in this way restricted key figures are defined in the new Query Designer. In the Default Values area, you create sets of default values that will be shown to the user as a start view. The user is able to change this set and choose different or additional filter values for the characteristic at runtime. You can also save this filter as a restricted key figure.
1. At the Filter tab page, restrict a characteristic to the values the user should see after opening the query in the default values area. (If you want to use this restricted key figure in other queries, you can save it.)
2. At the Rows/Columns tab page, you will find this characteristic in the free characteristics area.
To view the default values in the start view of the query, drag it from the Free Characteristics area to the Rows area.
Enhanced Filter Options: Example (Step 3) Result: The default values can be viewed in the start view of the query. The user can change the values during runtime.
Choose the needed type of exception aggregation from the drop down menu. Choose the reference characteristic from the drop down menu (all characteristics from the used Info Provider are offered here).
Create a new calculated key figure that contains the key figure Net Weight in kg
In this way you have defined a counter for your sold products derived from the key figure Net weight in kg:
Create a second new calculated key figure that contains the key figure Different Products
Example: Your employee Gloria Swan changed the department within the calendar year. Using the function of temporal hierarchy join, Gloria appears below two nodes (cost centers) within the employees hierarchy according to the validity period.
Additional New Functions of the Analytical Engine Unit conversion for key figures available in the key figures properties.
Variables:
Variables can contain multiple default values. Variables can automatically be replaced by the value of other variables.
Summary
Now you have learned about the features and functions of the new BEx Query Designer: Capabilities of the new state-of-the-art user interface New features that helps especially business experts when using the BEx Query Designer New functions of the BEx Query Designer New functions of the Analytical Engine available in the BEx Query Designer
Enterprise Report Design Introduction Basic Concepts Formatting Fonts and Styles of a Report Designing a Report Layout Page Layout, View, and Printing Summary
NW7.0 Portal
7.0 Business Explorer Suite (BEx) Information Broadcasting 7.0 BEx Web
BI Pattern Web Application Designer MS Excel Add-in
BEx Analyzer
Web Analyzer
Report Designer
Learning Objectives
In this chapter, you will learn how to design a BEx Report using the BEx Report Designer. The following topics will be covered: Introduction to the basic concepts of the BEx Report Designer How to format fonts and styles for a report Using of rules How to design the report layout How to save and view BEx Reports How to generate a PDF file and print the report
Printing
Broadcast to Printer
BEx Broadcaster
Introduction Basic Concepts Formatting Fonts and Styles of a Report Designing a Report Layout Page Layout, View, and Printing Summary
After you have chosen a data provider, you will get an initial view of the report that reflects the start view of the query/query view.
Formatting and layouting for selected cells or group levels is done using the context menu, the tool bar, the menu bar, and the formatting options provided by the tab pages available for Field Catalog, Report Structure, Format Catalog, and Properties.
SAP AG 2007, SAP NetWeaver BI 7.0 / 60
Initial view
The design of a row pattern (assigning color and font, setting row height and width, merging cells, etc.) is applied to each row type in the report section during runtime.
Introduction Basic Concepts Formatting Fonts and Styles of a Report Designing a Report Layout Page Layout, View, and Printing Summary
Introduction Basic Concepts Formatting Fonts and Styles of a Report Designing a Report Layout Page Layout, View, and Printing Summary
Change the position of a field within a report section using Drag & Drop (according to the rules for dynamic or static report sections).
In the new row, you want to insert a field from the field catalog area. In the field catalog you will find all fields available with the data provider (incl. text elements) and user-specific fields. You can drag all available fields to headers and footers without restriction.
1. Select Insert then New Image in the appropriate report cell 2. Type in the name of your image stored in the MIME repository 3. Adjust the size of the image in the property pane 4. Adjust eventually the size of the destination cell (height,)
Introduction Basic Concepts Formatting Fonts and Styles of a Report Designing a Report Layout Page Layout, View, and Printing Summary
Broadcast to Printer
Printing
BEx Broadcaster
You can save your report using the Save button in the tool bar or the Report Save option available with the menu bar. Save the report to your Favorites or to a role.
Launch to Web
Using the Execute button or the Report Execute option from the menu bar, you can launch your report directly to the Web and view it in the Report Default Template.
Introduction Basic Concepts Formatting Fonts and Styles of a Report Designing a Report Layout Page Layout, View, and Printing Summary
Summary
Now you have learned how to design a BEx Report using the BEx Report Designer. The following topics were covered: Introduction to the basic concepts used by the BEx Report Designer How to format fonts and styles for a report Using of rules How to design the report layout How to save and view BEx Reports How to generate a PDF file from a report and print it
NW7.0 Portal
7.0 Business Explorer Suite (BEx) Information Broadcasting 7.0 BEx Web
BI Pattern
BEx Analyzer
Web Analyzer
Report Designer
MS Excel Add-in
Design of planning aware business applications New Web items & layout elements (Tab Pages, buttons, etc.) Intuitive way of working with reusable web items now stored in roles and favorites New chart types: GANTT, Heatmap & Milestone Trend Analysis Movable and Floatable windows Fully Unicode-compliant
Wizard for Commands and visualization (e.g. buttons) Auto Complete support for Web API developers Easy integration of native HTML elements
Standard - most frequently used items Advanced - used less often Miscellaneous - special items
Display all properties affecting the rendering of the item such as width, height and visibility Internal Display all properties relating to item specific rendering, i.e. alternate table row styles for the analysis item Behavior item specific behavior Data Binding item specific settings such as assignment of data provider or specification of characteristics for a filter pane
Choose the export format this could be PDF or MS Excel or a printer format to be exported directly to a printer (PCL, Post Script). Choose whether the print dialog is displayed so that users can define their own settings. You can define global layout options for the Web application - enter settings for the layout strategy, paper orientation, repeated headers or key columns. Define whether the complete Web application should be exported, or just individual Web items.
SAP AG 2007, SAP NetWeaver BI 7.0 / 93
Command Wizard Example: Export Web Application Dialog Using the Export Web Application command you can export the data view in a specified format (e.g. PDF) and print it.
Add Delete
Caption Area
Group
Group one or more web items in three parts
Documents
Documents of all formats can now be embedded in place. No need to create frames or iFrames in the Web application Online displaying, editing & creation of documents Use KM services on documents stored on the BI server via the BW repository managers
GANTT chart generator Graphs are fine but easily understood. Therefore you need to avoid using them. You should consider using the much more complex GANTT (Got Another New Timewasting Toy) chart. Prepared correctly,these can also be useful but by following detailed instructions they can be prepared in such a way that they look marvellous and mean sod all.
line > deadline is kept Rising line > deadline is exceeded at each reporting date Falling line > milestone is due to be accomplished earlier and earlier.
New Chart Types: Heatmap (2) Represent two different data series via (1) the size of rectangles and (2) rectangle color Business Scenario Measuring the effectiveness of a marketing campaign. The rectangle size would indicate the dollar amount of business won The rectangle color would indicate the campaign cost (green = low, red = high) Thus a small rectangle representing banner ads (small amount won) colored orange (high campaign cost) might be a good candidate do drop from future advertising campaigns.
Results in positioning the cursor on the item and making the item the first line in the editor
Direct link to online documentation for detailed setting of the table (border,)
Alert Monitor
Replaced by the Universal Worklist (UWL) in the SAP NetWeaver Portal. With the integration of BI Information Broadcasting into the Alert Framework, this allows all alerts to be monitored centrally with a consistent user interface, regardless of origin.
Broadcaster
Is now available as an iView in the SAP NetWeaver Portal and thus can be assigned to pages and roles.
Navigation Area
Supersedes the Navigation Block web item, supporting Drag & Drop to change the navigational state
Info Field
Replaces the Filter and Text Elements web items
Text Item
Enhances the SAP NetWeaver 2004 Label item by allowing the display of language dependent text
Alert Monitor is replaced by the Universal Worklist within SAP NetWeaver Portal A migration can be triggered if a 3.x web application is opened with the NW7.0 WAD BEx Web Applications in which certain customer-specific enhancements (e.g. Table Interface, custom JavaScript) were made cannot be automatically converted with WAD 207.0. Manual adaptation might be necessary to ensure the proper behavior of the web application. After saving with the NW7.0 WAD, the migrated version of a web application cannot longer be used in the 3.x BEx WAD. Migrated versions will not appear in the open dialog of the old tool. After migration, the old version of a web application is still available in the old 3.x BEx WAD. The old version will still appear in the open dialog of the old tool. Migration can be done as many times as need since old web applications are not deleted. New capabilities are only implemented in the NW7.0 WAD Web templates for the new BEx Web runtime can only be created with the new BEx WAD.
SAP AG 2007, SAP NetWeaver BI 7.0 / 125
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