Professional Documents
Culture Documents
Exception Reporting Solution Using Information Broadcasting
Exception Reporting Solution Using Information Broadcasting
Applies to:
SAP BI 2004s or SAP BI 7.0. For more information, visit the EDW homepage
Summary
This article helps to achieve a Business Scenario with the help of APDs and Broadcasting where a manager wants to view a report when there is a business alert or exception (employees going on leave,leaving the company etc) relevant to him.
Author:
Author Bio
Richa Verma is a SAP BW consultant with Infosys Technologies Ltd. She has worked in various BI/BW support and implementation projects.
Maxim is SAP BI Architect and BI Architecture Council Lead in Infosys, has over 9 years of Business Consulting including over 8 years of experience in SAP systems implementations. His main focus is architecture design and delivery of enterprise information systems supporting large scale business transformation programmes.
Table of Contents
Introduction ......................................................................................................................................................... 3 Information Broadcasting ................................................................................................................................ 3 Business Scenario .............................................................................................................................................. 3 High Level Solution Approach ............................................................................................................................ 4 Step by Step Procedure ...................................................................................................................................... 4 Create unique query for Each Exception ........................................................................................................ 4 Create APDs to load data to a Direct Update DSO. ....................................................................................... 4 Maintain the employee-manager mappings in another DSO .......................................................................... 8 Create another DSO (exceptions DSO) to get data from the Trigger DSO. ................................................... 8 Create a Multiprovider on this exceptions DSO .............................................................................................. 9 Create control queries for all exceptions on this multiprovider. ...................................................................... 9 Create query on Exceptions DSO ................................................................................................................. 10 Prerequisites ..................................................................................................................................................... 14 Related Content ................................................................................................................................................ 15 Disclaimer and Liability Notice .......................................................................................................................... 16
Introduction
Information Broadcasting The efficiency of Management Information Reporting could be improved by focusing on exceptional circumstances then provide a wide statistical information. Such exceptional reporting keep managers highly focused on the existing problem that needs their decision which in effect saves the time managers spend on resolving it. Exceptional reporting automatically identifies and illustrates business KPIs that fall outside norms, business rules, etc. SAP BW could be successfully utilized to build exceptional reports that can be made available to a wide spectrum of users by Information Broadcasting. This article represents one of the scenarios of using SAP BW Broadcasting for exceptional reporting.
Business Scenario
Employees being the core of any company and the main factors in determining a companys success make it very important to invest in effective and well planned Employee Management System. This enables the higher management to keep a track of their workforce which is spread across geographical locations. In this article we will see how the SAP BI Broadcasting concept can be used to implement an employee management system for a company where in the companys Management team wants to see reports for employees satisfying various scenarios or exceptions. This will allow the managers to view the required details of employees working under them. The various exceptions could be: To view all employees leaving the Company To view all employees completing two months in the company To view all employees who are currently on leave To view all employees who have taken loan from company Now we want to broadcast the reports containing information regarding such employees who fall under some exception to their respective managers.
Report ID 1 Report ID 2
Make a Direct Update DSO Make a Direct update DSO (TRIGGER UPDATE) with above created info objects (Trigger ID and Report ID) as its key fields in addition to the other business specific key fields. This DSO will store data of all employees falling under any exception criteria.
Make APDs for each Exception criteria Using transaction RSANWB create APDs to Transfer the result of all the queries to direct update DSO (TRIGGER DSO) created in the above step. Now this DSO will contain the data for all employees falling under any exception.
Leavers
Set the Properties of Trigger DSO Right click on Trigger Update DSO to set its properties as follows:Go to the Target Area tab in DSO Properties and select the radio button for Overwrite part of DataStore Object.
We need to Overwrite the part of this DSO using two key fields of the DSO :1.Trigger ID 2.Report ID
This will overwrite the data in DSO with new data whenever the APD is executed. So we select the above fields and restrict them with the values present in master data of these fields correponding to the desired reports. for Leavers report 1.Trigger ID = Trigger ID 1 2.Report ID = Report ID 1
Similarly create the APD and do the DSO settings for other reports as well. e.g. For Two month service report 1.Trigger ID = Trigger ID 2 2.Report ID = Report ID 2
Set the Properties of transformation to Trigger DSO Now double click on the transformation leading to the Trigger DSO in the APD and do the following setting.
Maintain the employee-manager mappings in another DSO Authorization DSO is maintained to have a list of managers for all employees.
Create another DSO (exceptions DSO) to get data from the Trigger DSO. Data from Trigger DSO is loaded into Exception DSO after the lookup on Authorization DSO for finding the concerned manager. Exceptions DSO will have the following:1. Employee 2. Manager for all employees 3. Report ID for 4. Trigger ID
Create control queries for all exceptions on this multiprovider. This control query will have the data belonging to a particular exception as the filter part will have restriction on Report ID and Trigger ID which is uniquely mentained for each exception. Example : Control Query 1 (filter section Report ID = Report ID 1 , Trigger ID = Trigger ID 1) Control Query 2 (filter section Report ID = Report ID 1 , Trigger ID = Trigger ID 1)
Create query on Exceptions DSO This query will fetch all employees falling under any exception with their managers name and email. This is the main query on which all broadcaster settings will be built. This query has all the report IDs and Trigger IDs for all exception reports in the filter section. This will also have the manager details in rows section.
Create Broadcaster settings Create Broadcaster settings for each exception by using the option control Query and specifying the unique control query for each exception. Now follow the below steps to make the broadcaster settings:-
In the Recipient determination tab select :1. the characteristic for recipient determination (Line Manager) 2. Attribute of characteristic (E-Mail) 3. Control query that fetches the above two parameters in this case we are taking Line managers attribute (Work email) as the input which is coming from a control query that gives the name of the manager corresponding to the employees who fall under the above exception criteria
In the Text tab enter the subject line and text that you want to send as an Email to the specified recipient. This is the link to actual BW report created in first step e.g. Report1 Employees leaving the company The same link will be sent to all recipients, managers will get this link if there is an exception relevant to them.
When you click on the link you can see the actual report
The report will show only those employees who are available in authorization scope of manager and who also fall under any of the exceptions.
Similarly the broadcaster settings can be done on the other report , to send email to the corresponding manager
Prerequisites
Knowledge of APDs BEx Query Designer Broadcaster settings
Related Content
Information Broadcasting DataSource Analysis Process Designer For more information, visit the EDW homepage