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Getting Started With Sap Businessobjects Performance Manager
Getting Started With Sap Businessobjects Performance Manager
Copyright
2010 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. 2010-05-24
Contents
Chapter 1 Introduction 7 What does this tutorial cover?.....................................................................8 Chapter 2 Creating the Universe 11
Before you begin........................................................................................12 Lesson 1: The database connection..........................................................14 Accessing the New Connection Wizard...............................................14 Creating the database connection.......................................................16 Lesson 2: Universe design........................................................................21 Selecting the tables..............................................................................22 Creating the joins.................................................................................23 Creating universe classes....................................................................25 Setting the object properties.................................................................27 Setting the number format....................................................................29 Creating the Where restriction..............................................................31 Lesson 3: Exporting the universe..............................................................33 To learn more about creating universes....................................................35 Chapter 3 Configuring Performance Manager 37
Before you begin........................................................................................38 Accessing the Setup Information Page................................................38 Checking the repository settings...............................................................40 Lesson 4: Setting up the repository...........................................................42 Lesson 5: Adding the universe..................................................................46 Lesson 6: Calendars..................................................................................48 Viewing calendars................................................................................48
Contents
Before you begin........................................................................................54 Lesson 7: Create a metric..........................................................................54 Getting started creating metrics...........................................................55 Creating the average metrics...............................................................56 To learn more about metrics......................................................................60 Chapter 5 Creating Analytics 61
Before you begin........................................................................................62 Creating a Folder..................................................................................62 Creating a Category.............................................................................63 Lesson 8: Create an Interactive Metrics Trends (IMT) analytic.................65 What is an Interactive Metric Trends graph?........................................65 Selecting the data.................................................................................65 Editing the chart display options...........................................................68 Saving your analytic.............................................................................69 Lesson 9: Create a speedometer gauge with a prompt.............................71 What is a speedometer?......................................................................71 Creating a metric prompt on a Speedometer analytic..........................71 Saving your Speedometer analytic......................................................76 Viewing what you have accomplished.......................................................76 To learn more about analytics....................................................................76 Chapter 6 Creating Rules and Alerts 77
Before you begin........................................................................................78 What are Rules and Alerts? ......................................................................78 Lesson 10: Create an Alerts analytic.........................................................79 Accessing the InfoView analytic creation page....................................80
Contents
Configuring the Alerts analytic..............................................................81 Lesson 11: Create a rule............................................................................82 Viewing business rules.........................................................................82 Creating a rule on the metric................................................................83 Defining the event................................................................................85 Defining the condition...........................................................................86 Selecting the action..............................................................................87 Testing the rule.....................................................................................90 Lesson 12: Refreshing your metrics..........................................................91 Viewing the effect of the refreshed metric in your IMT.........................92 Viewing the effect of the refreshed metric in your speedometer..........93 Viewing the effect of the refreshed metric on your Alerts list...............94 To learn more about rules..........................................................................95 Chapter 7 Creating a Goal 97
Before you begin........................................................................................98 Getting started...........................................................................................99 Lesson 13: Create the goal........................................................................99 Start creating the goal..........................................................................99 Setting the Auto-Fill and Tolerance parameters.................................101 Saving the goal...................................................................................104 In conclusion............................................................................................105 To learn more about goals.......................................................................106 Appendix A More Information 107
Index
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Contents
Introduction
Getting Started with Performance Manager offers an overview for people who want to use Performance Manager to create metrics and goals, and use them to create analytics.The overview shows you how to: configure the framework for Performance Manager create metrics and use them to build analytics create a rule that includes an alert create a goal
For more in-depth training on Performance Manager, go to http://www.busi nessobjects.com/services/training/. We currently offer courses on Performance Manager that are aimed at metric designers.
create an alert on the data to inform the president when the average unit cost exceeds a specified limit, $200. create a goal analytic that displays the metrics you created in comparison to a goal.
Prerequisites
As a prerequisite, you need to: install BusinessObjects XI 3.0 install Dashboard Builder and Performance Manager install SQL Server, which is required to access the demo database have an excellent understanding of BusinessObjects XI and be familiar with creating universes in Universe Designer. have access to Universe Designer with a network connection to the machine on which you installed Dashboard Builder and Performance Manager if it is not on the same machine
Note:
This tutorials works only for Windows. For detailed instructions on creating users and allocating rights in BusinessObjects Enterprise, refer to the SAP BusinessObjects Enterprise Administrator's Guide.
Lessons offered in the tutorial
This tutorial is made up of the following lessons: Chapter Learn how to...
Lesson 1: Create a database connection Lesson 2: Create a simple universe using Universe Designer Lesson 3: Export the universe Lesson 4: Create the repository Lesson 5: Add the universe Lesson 6: Create and add the calendar Lesson 7: Create metrics from a universe
4. Creating Metrics
Chapter
Lesson 8: Create an Interactive Metric Trend analytic Lesson 9: Create a speedometer gauge analytic with a metric prompt Lesson 10: Create an Alerts analytic Lesson 11: Create a rule with an alert Lesson 12: Refresh metrics Lesson 13: Set a goal target on a metric with tolerance levels above and below the target
5. Creating Analytics
7. Creating a Goal
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This lesson explains how to: create a simple universe in Universe Designer using the AFDEMO_Data.mdf database build metrics from the universe
The lesson takes you through the following steps that allow you to make the universe available to Performance Manager. Each of these steps is explained in detail in this chapter: 1. Create the database connection. 2. Select the tables. 3. Create the joins. 4. Create classes. 5. Set the object properties. 6. Set the format for each measure. 7. Create the Where restriction, or self-join. 8. Export the measure universe to create a simple universe from which you build the metrics.
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the AFDEMO_Data.mdf SQL Server database is attached to the SQL server. a system Data Source Name (DSN) was configured for the AFDEMO database.
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2. Under the "Definition" tab in the "Name" box, type demo_universe, which is the name of the universe that you are creating. 3. Click New. The New Connection Wizard opens.
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2. From the "Connection Type" list, select Secured for a secured connection. 3. In the "Connection Name" box, type demo connection, the name for the connection. 4. Select Microsoft > MS SQL Server 2000 > ODBC Drivers, the appropriate driver for an MS SQL Server database. 5. Click Next. The "Login Parameters [3/5]" step appears.
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6. Enter the required information as follows: From the "Authentication Mode" list, select Use specified username and password. In the "User name" box, type the user name for your SQL Server installation. In the "Password" box, type the password for your SQL Server installation. From the "Data source name" list, select AFDEMO.
7. Click Test connection. A message appears in the dialog box informing you that the server is responding.
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9. Click Next. The "Custom Parameters [5/5]" screen appears. You do not modify the default parameters in this tutorial.
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10. Click Finish. The New Connection Wizard closes, and the new connection appears in the "Universe Parameters" dialog box.
11. Click OK. The dialog box closes and the Universe Designer window opens.
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The OrderDetails table contains price and quantity information, whereas the Orders table contains date information. This information is required for creating queries. The first step in creating a universe is to select the tables.
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The "Table Browser" opens. 2. In AFDEMO > dbo > Products, double-click or drag and drop to the right pane the following tables: Customers Orders OrderDetails Products The tables appear in the right pane of the Universe Designer window as shown below.
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2. Double-click the line. The "Edit Join" panel appears. 3. Click Detect. The cardinality is one of the following numeric relationship between tables: many-to-many, many-to-one, or one-to-one. Universe Designer detects the cardinality and creates the join.
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4. Click OK. A one-to-many join is created between the two tables. The three-prongs on the "Orders" side of the join indicate the many aspect of the join.
5. In the "Customer" table, click and drag CustomerID to CustomerID in the "Orders" table. 6. Double-click the join, activate Cardinality, and click Detect, then OK. 7. In the "OrderDetails" table, click and drag ProductID to ProductID in the "Products" table.
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8. Double-click the join, activate Cardinality, and click Detect, then OK.
The "Edit Properties" dialog box opens to the "Definition" tab. 2. In the "Class Name" text box, type a name for the class, demo universe.
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3. Click OK. 4. In the right pane, click and drag the UnitPrice field in the "OrderDetails" table to the class folder that you created in the left pane. The object appears as a dimension in the object folder.
5. Click and drag the following fields to the same folder: UnitSales NetSales Cost
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Note:
If you do not see Cost in the "OrderDetails" list, use the mouse to drag down the lower end of the "OrderDetails" box until the dimension appears. UnitCost Quantity
Do the same for CompanyName in the "Customers" table and ProductName in the "Products" table.
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By default, the name of the object, quantity, type, and number appear in the appropriate boxes in the "Definition" tab. 2. Click the Properties tab. 3. Under "Qualification" select Measure. The panel changes to display a box in which you choose how the measure is projected when aggregated. By default, "Sum" is selected in the "Function" list. Leave this value.
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By default Associate a List of Values is selected. A measure object should not have a list of values associated with it. 4. Disactivate Associate a List of Values. 5. Click Apply, then click OK. 6. Repeat steps 1 - 5 for: Unitcost Cost Netsales Unitsales Unitprice
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2. Right-click the group and select Object Format from the menu. The "Object Format" panel appears.
3. 4. 5. 6. 7.
Click the Number tab. Under Category, select Currency. Under "Format", select the first dollar format. Click OK. Right-click the "Quantity" measure and select Object Format from the menu. 8. From the "Number" tab, under "Category", select Number and under "Format" select #,##0.
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9. Click OK.
Business Objects recommends that you type this syntax into a text editor, and then copy and paste this syntax for each measure to avoid errors. There must be a space between "AND" and "@Prompt" or you will encounter a syntax error.
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3. Click Parse to verify that the SQL syntax is correct. The following message appears on your screen: Parsing is OK.
4. Click OK twice. 5. Double-click each of the following measures and repeat steps 2 through 4: Unitcost Cost Netsales Unitsales Unitprice Your universe should now look like the following image:
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For more information on the complexities of the self join, refer to the Universes chapter in the Dashboard and Analytics administrator documentation. For detailed information on creating universes, refer to the Universe Designer documentation.
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6. Click OK and exit Universe Designer. Congratulations. You have successfully created and exported a universe. In the next lesson, you learn how to configure your Performance Manager setup and to add the universe that you just created to the list of available universes.
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In this lesson you learn how to perform the basic configuration tasks that are indispensable for using Performance Manager. These tasks are: setting up the repository creating the target database connection adding the universe creating and adding the calendar
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The name of the server on which your Dashboard and Analytics applications are installed Your user name Your password Contact your BusinessObjects administrator to find out which authentication you need to use.
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While this tutorial does not cover all the parameters that you set from the setup, you can take a few moments to read the information contained on the "Setup" page.
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By default the "Repository" sub tab appears. The repository page contains all information pertaining to the Central Management Server (CMS) and to the repository. The CMS hosts the BusinessObjects Enterprise repository and user and document domains. If this is a new installation, you must create the repository.
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Note:
If you do not have Java2 Runtime installed, the installer for the software asks to install the software. Accept the installation, which takes a few minutes, depending on your connection. 2. Take a moment to check that the repository has been set up correctly. If the boxes under "Repository Information" are blank, you must set up the repository. 3. If your repository is already selected, you only need to click Check to verify that the server is responding. The system tables management section of the "Repository" sub tab lets you know if the system tables have been installed. The system tables store information that is central to the application. If an earlier version of the product has been installed, the module detects it and suggests an upgrade.
A warning panel may appear during one of the steps in this lesson that requires you to restart the Dashboard and Analytics servers and web server. You will need to log out of InfoView and contact your BusinessObjects Enterprise administrator to have the servers restarted. When the servers are restarted, you can complete this lesson and the subsequent lessons. 1. Under "Repository Information", click Change. The "Choose repository connection" panel appears.
2. From the "Universe Connection" list, select the name of the universe connection that you created in Universe Designer , demo connection.
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When you select the universe connection, the "Database Engine", "Target Database", and "User Name" boxes are completed by default as follows: Database Engine: "MS SQL Server" Target Database: "AFDEMO" User name: the default entry, "sa" or the user name you entered when you installed the database engine
3. Click OK to close the panel. If a warning panel appears that requests you to restart the Dashboard and Analytics servers and web server, you need to contact your BusinessObjects Enterprise administrator to have this task completed. Bookmark this page and log out of InfoView until the servers have been restarted. You can then continue on to the next step.
4. Under "Repository Information", click Check to make sure that the database connection is working. A message informs you that the server is responding.
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5. Click OK. If the system tables have not been created, the "Setup Repository" panel appears. In the next steps, you create the system tables.
. 6. Leave the default values, then click Next. The "View SQL" page of the dialog box appears. This page lists the SQL to generate.
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7. Click Execute. The Setup executes the SQL. When the SQL has been generated, a message appears on your screen, and the system tables management section changes to inform you that the repository is up-to-date.
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In this step, you add the universe that you created in Universe Designer . 1. In the "Universe Definition" section, click Add Universe. The "Add a Universe" dialog box appears.
2. Select demo universe from the "Measure Universe" list. As you make a selection the name of the universe and the domain in which it is located appear in the boxes. 3. Click OK. The demo universe is added to the list of available universes.
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4. Highlight the demo universe that you just added. The Update button is activated. 5. Click Update. The lower part of the screen displays the universe content.
The objects that you created in the demo universe are displayed under the demo universe folder. As you highlight each of the measures the corresponding SQL code appears in the "SQL" text box. You can see the Where clause that you entered in Universe Designer .
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The objects that you created in the demo universe are displayed under the demo universe folder. As you highlight each of the measures the corresponding SQL code appears in the "SQL" text box. You can see the Where clause that you entered in Universe Designer.
Lesson 6: Calendars
You will create the appropriate calendar. Both metrics, which you learn to create in Lesson 7, and goals, which you learn to create in Lesson 13, are based on a specific time period. When you create metrics and goals, you associate them to a calendar. Several demonstration calendars are delivered with Dashboard Builder and Performance Manager. If you created the repository with the AFDEMO target database, which you did in this tutorial, you can view these calendars. Before you add a calendar, look at the existing ones.
Viewing calendars
1. Click the Time Config tab. 2. Click the Calendar sub tab. A list of available calendars appears in "Available Calendars".
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Take a moment to examine the calendar span and parameters of the available calendars. The date values in the demo database that you used to create your universe cover a period of nearly five years, starting in January of 2000. While you could use one of the existing calendars, for the purpose of this tutorial you create a calendar. Data is available for nearly every date over the entire period. For this tutorial, to ensure a clear display of the data points in the Interactive Metric Trend graph, you create a monthly calendar.
Adding a calendar
1. Click Add. The "Add a Calendar" panel appears.
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2. 3. 4. 5. 6.
Enter the name of the calendar: demo universe. Enter a description: monthly calendar for AFDEMO. Under "Type of Periods", select Calendar. In the "Interval" box, select Monthly. Under "Period Display", select First day of period, and from the "Format" list select the appropriate format for your computer. 7. Under "Calendar Span", select the values: From Jan/2000 To Dec/2004
8. Click OK. The "calendar demo" universe appears in the list of available calendars.
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At this point, you are ready to create metrics on your universe. 9. Click Open > Close Dashboard and Analytics to exit the setup. For more information about any of the tabs accessed from "System Setup", click Help within "Dashboard and Anaytics Setup".
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Creating Metrics
You want to compare the average unit price of your products with their average unit cost. In this lesson, you create two metrics using data from the universe that you built in Universe Designer: "Average of Unitcost" and "Average of Unitprice". Then you build an Interactive Metric Trends analytic using the metrics. The Interactive Metric Trend gives a visual representation of metric data.
The "Performance Manager " tab contains the following sub tabs that correspond to tasks that you perform when creating metrics, rules, and goals. In this tutorial, you use the following sub menus: Metrics Rules Goals Management
You create metrics in the "Goal & Metric Publishing Wizard" wizard.
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The "Create Metric" panel opens to "Measure", the first of three steps.
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On the left side of the "Measure" step, under "Select a measure", the measure objects that you created in Universe Designer are displayed. On the right side, a list of available aggregate functions is displayed. Begin by creating a metric for the average unit cost.
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3. Click Next. The dialog box changes to display the "Filters" step. Only one filter is available, None. 4. Select None, then click Next. The "Create Metric" dialog box changes once again to display the "Attributes" step.
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By default, "Average of Unitcost" appears as the metric name. 5. In the "Calculation interval" box, select demo universe. Leave the default values under: "Refresh type" "Storage options" "Parameters"
6. Click the calendar icon under "Metric History", then select the start date Jan / 2000.
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7. Activate Stop metric calculation and select the stop date Dec / 2001. 8. Click Finish. The metric "Avg of Unitcost" is added to the list of available metrics.
9. Click Refresh, then OK to confirm the operation. When the metric is refreshed, the "Metric history" section of the dialog box changes to display the "Start", "Last", and "Stop" dates of the metric.
Caution:
If you forget to click Refresh, the data does not display properly when you create your analytic because the latest data has not been retrieved from the database. 10. Repeat the above procedure to create two metrics: "Avg of Unitprice" "Avg of Cost"
You have created three metrics that you are going to use to create analytics. When you created your universe in Universe Designer, you created two dimensions along with the measures.
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Filters are conditions that limit the information that is returned to that specific information that is most useful to you. Using filters is an integral part of using the Performance Manager, however you do not use them in this tutorial. For more information on using filters, refer to the Performance Manager documentation.
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Creating Analytics
In this lesson you learn how to create an Interactive Metric Trend graph and a Speedometer gauge using the metrics that you created in the preceding chapter.
For the purposes of this tutorial, you will create a folder in the "My Favorites" personal folder, however if you were publishing an actual corporate analytic, you would create a folder in "Corporate Folders" so that others could view its contents.
Creating a Folder
1. In InfoView, click Document List.
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5. Click OK. The demo folder appears in the "My Favorites" list.
Creating a Category
Categories are used to classify documents. 1. In InfoView, click Document List.
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5. Click OK. The demo category appears in the "Personal Categories" list.
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The "Create New Analytic" sub tab displays a list of analytic categories that are available to you according to the Dashboard and Analytics applications installed. By default the "Dashboard Analytics" category is selected. 2. Click Interactive Metric Trends.
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The page changes to display the IMT edit panel. 3. Expand "Select Metrics to Display", then select Top Metrics from the list.
4. Click Add. The "Add a Metric" panel appears. 5. Select demo universe.
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6. Expand Avg of Unitcost and highlight the None filter beneath it. 7. Click OK. 8. Repeat steps 4-7 for Avg of Unitprice. Do not modify the default values on the page. The metrics are displayed in the "Select Data to Display" list as shown below:
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1. Expand Graph and Legend. The page changes to display the various options available. 2. Under "Title and Legend Options", activate Display Text. 3. In the text box, type the title for your analytic: Avg Unit Cost vs Avg Unit Price. Under "Legend", activate Show Legend.
5. Activate the following options: Hide Selected Metrics panel Hide Graph Options panel
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If this is the first time you are working with analytics, and the Dashboard and Analytics "Rich Client Option" in the InfoView Preferences is deactivated, a panel appears requesting that you download Adobe SVG Viewer. Accept the installation request and follow the installation instructions. This only takes a few minutes, depending on your connection speed. If you want view analytics using Macromedia Flash. You activate Use Macromedia Flash when available under "Rich Client Option". Each data point corresponds to a value that is calculated from the data in the "OrderDetails" table that you used when you created the "demo universe" in Universe Designer . Take a few minutes to highlight the data points. As you place your cursor over each data point, the date and the dollar value of your data on that date appears on your screen.
When you added the demo universe calendar in Lesson 6, you selected a monthly time interval. Vertical black lines on the X axis represent the data intervals. Before doing anything else, save your analytic!
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2. 3. 4. 5. 6.
Under "General", enter the title demo imt. Enter the description Avg unit cost to avg unit price Jan 2000 to Dec 2001. In "Location", expand Favorites Folder, and highlight demo folder. In "Categories", expand Personal Categories and select demo category. Click OK and close the analytic.
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What is a speedometer?
A speedometer is a gauge that displays data in a given range based on pre-determined values.
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3. Expand "Select Data to Display". 4. Select Prompt for a Metric from the list.
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6. Expand Render Style. Speedometer is selected by default. In this tutorial, you do not modify the other graph and navigation options. Note, however, that the "Graph Properties" section contains two options, "Boundaries" and "Zone" that allow you to change the speedometer appearance. 7. Click OK. 8. In the "Select a metric" panel, select demo universe from the dropdown list.
9. From the list of available metrics, expand Average of Cost and highlight the filter None. 10. Click OK. The speedometer prompt now shows the metric you selected.
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The needle points to the value on 12/1/01, $13,831.73 which is in the orange, or caution, zone. By using your cursor to slide the pointer on the slider below the speedometer, you can view values on different dates. For example, the average of total costs on 1/1/01 is $12,896.33, which lies in the acceptable zone. On the other hand, on 8/1/01, average of total costs was $15,251.79 which was in the red, or unacceptable, zone.
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In the next lesson you learn how to create a rule with an alert for the demo imt.
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In this lesson you learn how to create a rule that sends an alert when the value of the specified data is higher than a specified value. In this lesson, you learn how to: create an Alerts analytic create a basic rule refresh metrics to activate an alert
An alert is an action executed by the rules engine. When you create a rule to raise an alert, you determine whether the scope of the alert is available only to you, or to all. Rules and alerts automate the process of detecting and interpreting change, and delivering relevant analysis to key individuals or operational systems.
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You can use rules to track large changes, generate lists, and automate basic procedures like refreshing a report. The "Rules" sub tab in Performance Manager allows you to create these rules.
You can do the following: create a rule define events, a condition, and actions for a rule edit, execute or delete an existing rule duplicate a rule You use the Alerts analytic to receive and view your alerts.
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You can access the "Create New Analytic" page directly from InfoView.
2. Select Analytic. The analytic creation page opens in InfoView. By default, the page opens to the "Dashboard Analytics" category.
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3. Select the "Performance Manager Analytics" category. 4. Click the Alerts analytic icon. The Alerts analytic edit page appears.
2. Activate Display alerts with the same title only once. 3. Click OK.
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4. Click Save As. 5. Enter the title demo alert, and save the alert in "Favorites Folder" in "demo folder".
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When you select a rule in the "Available Business Rules" list, the description of the rule appears in the lower pane. In each case, there is an event, a condition, and an action. In some cases, the rule allows feedback to be sent to a specific person.
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2. Enter the name demo rule. 3. Select the Activated checkbox. 4. Under "Scope", select Public. Activating the "Scope" option allows all users to view your alert. 5. From the "Template List", select Generic rule. The description of the rule appears in the dialog box under "Rule description".
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2. Under "Type of Events", select metric refresh, then click >> to move the event to the "Triggering events" list box. The "Metric Selection" panel appears. 3. Select demo_universe from the dropdown list. 4. Under "Available metrics", click Avg of Unitcost, then highlight the filter, None. 5. Click >>.
"Average of Unitcost" appears in the "Selected metric(s)" list box. 6. Click OK, then OK a second time, to return to the "Add Rule" panel. Now you define the condition.
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3. Click Parse to check the syntax of the formula. A message box appears to tell you that the parsing is OK. 4. Click OK, then OK a second time to return to the "Add Rule" panel.
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2. Under "Action types", select raise an alert. The "Alert definition" panel appears. Complete the "Alert definition" dialog box as follows: Under Type or select
Unit cost too high
Alert title
Scope
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Under
Type or select
Alert expiration
Never
3. Click OK. You return to the "Rules Actions" panel. Under "Actions to execute" the following appears: "create the alert: Unit cost too high".
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The rule you created, "demo rule", appears in the list of available business rules.
This message means that your test has run successfully. 2. Click OK.
Note:
An alert is sent only when the condition set in the alert is met. It is possible for your test to run successfully without an alert being sent.
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4. Select Purge all periods, then click OK. All the data is deleted, or purged, from the metric. 5. Highlight the filter, None under "Avg of Unitcost". 6. Under "Metric history", set the value for the "Stop metric calculation" to Apr 2002.
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7. Click Apply. 8. Click Refresh, then OK to confirm. The data is refreshed. The "Metric history" data changes. The start date is unchanged, but the last date and the stop date are now set to 4/01/02.
9. Repeat steps 3 - 8 for "Avg of Unitprice". You have updated the period of the metrics. These updated metrics are automatically applied to demo imt.
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Examine the analytic. Data points have been added to show the average unit cost and average unit price for the additional months. Place your cursor over the last data point for "Average of unitcost". The tooltip displays the average unit cost on 4/1/02 as $433.00 which exceeds the limit of $200.
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Click the arrow next to the alert title. The alert opens and you can read the text you entered: "The average unit cost exceeds $200."
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If the average unit cost had been under $200, the rule would have run without meeting the condition, so you would not have received an alert.
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Creating a Goal
The objective of this lesson is to create a metric called "average of net sales", and to set target values on this metric by creating a goal.
For this lesson pretend that the current month is August 2000. Create a metric in Performance Manager > Metrics called "Average of Netsales" for the period from January to August 2000.
If you are unsure of how to create the metric, refer to the procedures in the lesson on "Creating Metrics" for creating the average of unit cost metric and the average of cost metric. Once you have created the "Average of Netsales" metric, you are ready to create your goal.
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Getting started
Your company president wants to view the average net sales of the products that your company sells. The net sales are the total sales less the discount, which varies from one order to another. The company to increase net sales in the year 2000 by three percent per period of one month, however your boss will tolerate under-performance of one percent. In this lesson, you create a goal on the metric "Average of Netsales" for the year 2000.
3. Click Add. The "New Goal" wizard opens to the "Name and Metric" step.
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In this step, you identify the goal. 4. Under "Goal Info" in the "Goal Name" text box, type Average net sales goal. 5. From the "Goal Type" dropdown list, select None. Target types are useful as a filing system when you have many goals, however in this tutorial you do not use goal types. 6. Under "Metric Info", click Select a Metric. The "Select a Metric" panel appears. 7. Select the None filter for Avg of Netsales, then click OK. 8. Under "Goal span", select the following dates: From: Jan / 2000 To: Jan / 2001
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9. Click Next. The "Auto-fill and Tolerance" step appears. On this page, you set the numeric parameters of the goal.
Related Topics
Getting started
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3. For "First Value", click Use Metric history. The "Use Metric history" panel appears. 4. Next to "Use metric values as of", select 1/1/2000. 5. Next to "Apply percentage", select 100%.
6. Click OK. 7. In the "% Change" box, enter 3, which corresponds to the desired three percent per period increase in average net sales. 8. From the "Type" dropdown list, select the Percentage of goal value. The page changes to display two boxes in which you insert the tolerance levels. 9. Enter 0 in the "Upper Tolerance" box and 1 in the "Lower Tolerance" box.
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10. Click Next. The "New Goal" wizard moves to the "Edit Values" step.
Notice that values have been entered for each of the periods that you are tracking. The default values reflect a three percent increase per period starting with the value on 1/1/00. By default, "Keep auto-filled values" is selected. Do not modify these values. 11. Click Finish. Your goal appears in the list and a preview of the chart appears on the right side.
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6. Click OK. The analytic is saved in demo folder. Take a few minutes to examine your goal analytic.
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For the first three months the increase in average net sales was a little over target, but over the four successive months sales were below target. If your president wants to meet her year-end target, she has to take action now!
In conclusion...
Congratulations! You have completed the final lesson in this Getting Started with Performance Manager tutorial. You have learned how to: create a simple universe create metrics create analytics create and run a simple rule create a goal on your metric
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More Information
Information Resource
Location
Select http://help.sap.com > SAP BusinessObjects. You can access the most up-to-date documentation covering all SAP BusinessObjects products and their deployment at the SAP Help Portal. You can download PDF versions or installable HTML libraries.
SAP Help Portal
Certain guides are stored on the SAP Service Marketplace and are not available from the SAP Help Portal. These guides are listed on the Help Portal accompanied by a link to the SAP Service Marketplace. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. http://service.sap.com/bosap-support > Documentation
Installation guides: https://service.sap.com/bosap-inst guides Release notes: http://service.sap.com/releasenotes
The SAP Service Marketplace stores certain installation guides, upgrade and migration guides, deployment guides, release notes and Supported Platforms documents. Customers with a maintenance agreement have an authorized user ID to access this site. Contact your customer support representative to obtain an ID. If you are redirected to the SAP Service Marketplace from the SAP Help Portal, use the menu in the navigation pane on the left to locate the category containing the documentation you want to access. https://boc.sdn.sap.com/
Developer resources
https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibrary
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Information Resource
Location
SAP BusinessObjects articles https://www.sdn.sap.com/irj/boc/businessobjects-articles on the SAP Community NetThese articles were formerly known as technical papers. work
https://service.sap.com/notes
Notes
http://www.sap.com/services/education
Training
From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. http://service.sap.com/bosap-support The SAP Support Portal contains information about Customer Support programs and services. It also has links to a wide range of technical information and downloads. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. http://www.sap.com/services/bysubject/businessobjectscon sulting
Consulting
Consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in topics such as relational and multidimensional databases, connectivity, database design tools, and cus tomized embedding technology.
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Index
A
alerts analytic create 79 definition 78 analytic create new 80 saving 69, 76 auto-fill parameters 101 average of unit cost create metric 56
I
Interactive Metric Trends graph definition 65
M
metric new 54 update 91
C
calendar add 48 CMS 40 connection test 16 to database 14
N
New Connection Wizard 14
P
prerequisites 8
R D
database connection create 16 repository setup 40 universe connection 42 rule create 82 definition 78 test 87 view 82
G
goal create 99
S
Setup Information Page 38, 62, 63
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Index
U
universe add 46 design 21 export 33
T
tables join 23
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