Business Objects

Tableau Tips and Tricks: Create User Filter

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 11 Aug 2017 20:50:00 +0300

The “Create user filter” feature in Tableau desktop can be
used implement row-level security to display filtered information based on
logged in user authorization. This means that same Tableau dashboard will
display only central region information for central region manager while the
same dashboard will display eastern region information for the eastern region
manager.

Tableau Tips and Tricks: Tableau Cycle Fields

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 28 Jul 2017 15:37:00 +0300

Creating Universes Using SAP BusinessObjects IDT(Fast Track)

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 22 Jan 2016 21:17:00 +0300

Great Chance, Buy and SAVE

tahaqp@gmail.com (Taha M. Mahmoud) — Tue, 15 Sep 2015 13:30:00 +0300

Great Chance,

Use the following code on PACKT site (https://www.packtpub.com/) to get 50% discount on the eBook version of (Learning SAP BusinessObjects Dashboard). Hurry up!!! The offer will end on 21-Sep-2015 - save 22$ (83 SAR) !!!

SAP Dashboard Designer (Xcelsius) Session # 10 (Cascaded Selectors 2)

tahaqp@gmail.com (Taha M. Mahmoud) — Sun, 30 Aug 2015 22:11:00 +0300

Learning SAP BusinessObjects Dashboards

tahaqp@gmail.com (Taha M. Mahmoud) — Tue, 30 Jun 2015 00:13:00 +0300

Create professional, stunning, and interactive visual dashboards for both desktop and mobile devices.

Whether you are a beginner or an advanced user, this book will help you to create stylish and professional looking dashboards in no time. It is also intended for BI developers who want to use SAP BO to facilitate BI in their organizations. No prior knowledge is required, however, you must have a basic knowledge of MS Excel and some analytical skills to build expressive business charts.

Amazon: http://www.amazon.com/Learning-BusinessObjects-Dashboards-Taha-Mahmoud/dp/1785286625/ref=sr_1_4?s=books&ie=UTF8&qid=1435607625&sr=1-4&keywords=taha+m.+mahmoud

PACKT:https://www.packtpub.com/big-data-and-business-intelligence/learning-sap-businessobjects-dashboards

About This Book

Connect to your data and create business-driven interactive dashboards using SAP BusienssObjects Dashboards 4.1
Make better business decisions, analyze information, and maximize the value of data with the help of these eye-catching dashboards
A step-by-step guide that will help you to master dashboard creation using SAP BusinessObjects Dashboards

Who This Book Is For

This book will help beginners to create stylish and professional looking dashboards in no time. It is also intended for BI developers who want to use SAP BO to facilitate BI in their organizations. No prior knowledge is required, however, you must have a basic knowledge of MS Excel and some analytical skills to build expressive business charts.

What You Will Learn

Create interactive dashboards for both desktop and mobile users
Add charts, single-value components, and maps to your dashboard
Use selectors to control your dashboard
Use advanced features such as dynamic visibility, insertion, and alerts
Style your dashboard by adding images and control a dashboard component's appearance
Export, publish, and import a dashboard
Connect your dashboard with real dynamic data using the connection manger
Find ways to secure your dashboard

In Detail

SAP BusinessObjects Dashboards is a leading Business Intelligence and reporting tool that provides you with a real-time understanding of your business with agile visualizations.

Starting with an introduction to Dashboards and its benefits, the book slowly moves on to explain the dashboard creation process. After this, you will learn how to add charts, single-value components, maps, selectors, and other third-party plugins to the existing dashboards. Furthermore, it shares many best practices and will also help you to connect your dashboard to real data by establishing a data connection to a data source. You can also explore more about mobile BI and learn how to create dashboards for mobile devices. By the end of the book, you will be able to prepare, plan, and design interactive dashboards based on your business requirements using this cutting-edge BI tool.

Authors

Taha M. Mahmoud

Taha M. Mahmoud (PMP, TOGAF, ITIL, and CSM) is a senior BI consultant, BI project manager, and solution architect. He has a BS degree in computer science and automatic control from Alexandria University, Egypt. He has a great passion for new technologies, especially those related to business intelligence. Taha has more than 9 years of experience in working on, consulting for, and deploying successful BusinessObjects projects in the banking and telecom industries. He is the author of Creating Universes with SAP BusinessObjects. You can contact him on Twitter at @tahama_2000 or visit his blog (http://business-objects-xi.blogspot.com/).

SAP Dashboard Designer (Xcelsius) Session # 6 (Calender Component)

tahaqp@gmail.com (Taha M. Mahmoud) — Wed, 4 Dec 2013 22:57:00 +0300

This session we will talk about how to configure calender component in SAP dashboard Designer

Business Objects (BO) Interview Questions [Part # 1]

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 8 Nov 2013 14:03:00 +0300

1) What is alias table means? When we should use it & how to create it?

Alias Table: Is a copy (alias) from a database object.
When to use it: we normally create an alias if we have one dimension shared among more than one fact table. to avoid loops we create as many aliases from the shared dimension table and use aliases to connect to fact tables.
How to create it? Right click on the required table and select alias from the menu. You need to give a unique name to alias table.

2) What is Derived table? When shall we use it? How to create it?

Derived table: is like database view. you can create it inside universe designer if you don’t have database privilege to create database view. You need SQL select query to define the view and name to be assigned to derived table.
When to use it: We use derived table in the following cases

You have complex query with advanced SQL coding.
if you have one master lookup table and you want to create small customized version for each lookup included in this lookup table.

How to create derived table: right click in an empty place in foundation layer [physical layer] in sap BO universe designer and select derived table from the menu. Enter a name for the derived table & SQL query to define the table.
for more detail information check this link [Derived table in SAP BO]

3) What is Scope of Analysis?

Scope of Analysis is one of the most powerful features in business objects. Now you can easily build your custom hierarchies and use them in your report to navigate through data. To make it easy I will consider a small example then go step by step starting from building the universe and end with how to use the drill feature to navigate through data.For more detailed information check this link [What is Scope of Analysis?]

4) What is Micro Cube in SAP Business Objects

When you create data query in SAP business Objects the data retrieved and stored in a Micro cube, known also as Webi micro cube. This Micro Cube is stored along with the report and the report size will vary based on the saved micro cube size. BO reporting engine will use this microcube to display data on the report based on the selected objects and based on the aggregation function associated with each measure. to reduce the micro cube size you need to assign database aggregation function on each measure. This will submit a grouped by query to the data base and it will reduce the micro cube size and it will enhance the overall report performance. For more information check the following link [Micro Cube in SAP BO]

5) What is aggregate aware function? when to use it?

This function used to increase the performance by directing the report query to select objects form the aggregated table instead of the detailed table.
It may be also used to make some objects incompatible with some others. The best example for such case is the stand alone table that you add in your universe for a specific report. For sure you don’t want the user select other incompatible objects from other incompatible tables. for more detailed information check this link [@Aggregate_Aware()]

You can find a complete step by step guide on how to create a Universe from scratch using SAP BO information Design Tool in "Creating Universes with SAP BusinessObjects" book:

Business Objects

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 1 Nov 2013 17:30:00 +0300

What is business objects?

Business objects is one of the leading companies in BI & Reporting. The company was created on 1990 and finally accrued by SAP on 2007. There were many products offered by business objects but the most famous one is Business Objects XI. The first official SAP release was SAP Business Objects XI3. The last available version of SAP business objects is BO R4 and the frame work was completely changed in that version to comply with Microsoft ribbon technology. The integration between Business objects and other SAP products was dramatically enhanced in this version as well.

Business Objects version history:

Release Name	No of Service Pack	Release Date
BusinessObjects 3.x	NA	1995
BusinessObjects 5	11	1999
BusinessObjects Enterprise 6.x	9	2003
BusinessObjects Enterprise XIR2	5	2005
SAP BusinessObjects Enterprise XI3	5	2008
SAP BusinessObjects BI4	??	2011

List of Business Objects Tools:

Universe Designer
Rich Client.
Desktop Intelligence.
Translation Manager.
Import manager

Prompt in SAP Business Objects WEBI Report

tahaqp@gmail.com (Taha M. Mahmoud) — Wed, 30 Oct 2013 22:08:00 +0300

Introduction:

There is 2 types of filters that you can use in create query in your Webi report.

Static Filters: Doesn't need any interaction from the end user. the criteria or filter values are impeded inside the filter and will submitted directly to the database. Static filter is either created in the universe and you can just drag and use them. They will appears like a yellow cone. You can also create your own static filters by dragging an object and set you filter values to constant or select from list of values. Again, when you refresh data fro your report it will not ask the end user to enter any values as the filter values already defined.

Dynamic Filters: [Also known as prompt] It will prompt or ask the end user to enter or select filter values before submitting the query to the database. You can create your prompt in the universe designer and make it available and ready for use or you can do it on the report development time. For more information about how to create prompt in universe click here.

To create a prompt in info view or rich client data query just drag the object that you want to use it as a prompt let say Region or Product for example. Then select the required operator, let’s say Equal to or greater than. After that you need to select Prompt in the filter value.

The following window will displayed to set the prompt the following prompt options:

Prompt Text: Enter the text that will be displayed for the end user to ask him to enter or select value.

Prompt Properties:

Prompt with list of values: Will display a list of values for the selected object to the end user. the end user will be able to select one or multiple value instead of entering them manually.

Keep Last Value selected: Will keep the last value entered by the end user selected.

Select only from list: end user will not be able to enter any data manually and he will just forced to select from the list of values. of course this option will be enabled only of we selected the prompt with list of values option.

Optional prompt: If this option is selected the end use will be able to skip this prompt. the value will be considered only if the end user selected a value for this prompt.

Set Default Values: You can enter Default values here.

Best Practice:

“As you can create static and dynamic filter in the universe you need to differentiate between them. we used to write [Filter] beside the static filter name like: Last Year [Filter]. and we use the “?” at the end of filter name if it is a dynamic one [Prompt] like: Enter Year ?”

“Choose a clear prompt message”

“If you will use the prompt with list of values option then you have to optimize it from the universe to insure the performance”

CORBA Initialization failed. (WIS 10901) error in WebI Rich Client

tahaqp@gmail.com (Taha M. Mahmoud) — Wed, 30 Oct 2013 20:48:00 +0300

Today we faced a power frailer in our building. I was using Rich client and logged in by user name & password. After My PC was restarted I able to do the following:

Login to rich client.
Navigate to a Webi report and open it in rich client.

When I tried to refresh any report from Rich client I got the following error Message:

“Query Name – Universe Name
A database error occurred. The database error text is: (CS) “COBRA Initialization failed”. (WIS 10901) “

Error Message:

Code: WIS 10901

Error Message: A database error occurred. The database error text is: (CS) “COBRA Initialization failed”.

Application: Rich Client

Environment: BO XI3.1

Notes:

You will be able to refresh the data in the same report If you tried to login to info view and refresh it from there.

Resolution:

Resolution Method # 1: Don’t log to the JR2 system. Log into the original one. The error message will be displayed if you tried to login to the system beside the (?)

Resolution Method # 2: Restart the connection server from CMS

Create data query in business objects WEBI

tahaqp@gmail.com (Taha M. Mahmoud) — Sat, 26 Oct 2013 20:00:00 +0300

In order to ask for data retrieval from Database or any support data source by business objects you need to create a query in your report. In this query you have to identify what you want to include in your report and you will define query filters as well to narrow the returned data results. If you are familiar with SQL then you will not find any troubles to understand this section. If no then you will learn SQL select statement as well as how to create query in SAP business objects WEBI.

SQL select statement:

the simple SQL statement should contains at least the following SQL clause Select-From-Where. After select clause you should enter the data that you want to display and retrieve from database. In the from clause you have to specify from which tables. And in the where clause you need to set you filters. Lets take an example

Select Statement Syntax:

Select {List of columns that you want to display}

From {List of tables}

Where {Criteria to narrow the number of returning records}

Example:

Select employee_Name, employee id
From employee
Where employee grade =A

Create Data Query in BO WEBI Report:

Now check the data query window below. you can easily find that it almost the same concept & logic. Your available data listed in the left panel. As you can see it is grouped in folder as per their business meaning and relation. you can also differentiate between dimensions, Measures & detail objects. On the right hand side you can see the select area as well as the where or filter panel. To create a query simply drag and drop data from the left side panel to the select area. if you want to create a filter, then you need to drop your object in the where are instead,

Finally to run the query just click on the refresh data button.

Create query tutorial

Find below a step by step user guide and tutorial with examples on how to create a data query in SAP business objects Webi report. Please note that this apply to rich client as well as info view.

To create a new query in your report go to data or click edit query button. The following window will open

We can classify work area here into 4 main panels

Upper tool bar:

Show hide filter ban: This icon will hide or show the filter ban. Filter ban is the area that represent the Where clause in SQL select statement and it will contains your criteria that will be used to narrow the number of returned records or to only retrieve the data corresponding to your analysis.
Show hide scope of analysis: This will show/ Hide your scope of analysis area. for more information about scope of analysis please click on the following link.
Show / Hide data manager: This icon will show or hide data ban which contains all available data based on the selected universe. We will talk about this topic in details in a moment.
Add Query: This button will create another query. You can create as many queries as you can in your report. you can use the bar at the bottom to navigate through the created queries. Please note that you can include data queries based on different universes in the same report.
Combined query: This icon should be used to create a combined query. Combined query is an advanced query that use the union-intersect or minus. Please note that combined query can be tow or more queries. The only restriction here is that combined queries should be from the same universe.
SQL: If you click on the button you will be able to see the SQL code generated by the report engine to be sent to the database engine to retrieve the required data.

Left panel

Data Business model: this panel will display a categorized list of all objects available based on the selected universe. You can drag and drop dim measures and filters as well or simply double click on them. You can use search feature to look for a specific object by name. You can change the display for the data by selecting one of the following options from the bottom:

Display by object.
Display by hierarchy.

Properties: from the properties panel you can access the following options:

Query Name: You can type a meaningful name for your query here. the default query name is “Query#” where # is the current number of created queries in the current report.
Universe: You can even change the universe from here.
Limits: You can limit the number of records returned by your query by set one of the following options or both: Max rows retrieved or Max retrieval time. Usually we use this option during development time if the number of the returned records is huge. this will help us to test the functionality of the report and to focus on the layout. later one we can disable them when we are on UAT and production stage.
Prompt order: You can change the prompt order from here.

Right panel

Select Area: Here you can drop your objects that you want them to be part of your analysis.

Where Area: Here you should drop your query filter or create them. Pre-defined filters know as conditions are previously created in the universe and you can just drag and use them. on the other hand you can create new customized filter as per your need.

Normal filter will contains the following:

Object: The object that you want to filter one
Operator: Equal to, greater than, less than,….etc
Operand:

Constant
Value from list
Prompt
Result from another query(Any)
Object from this query

Scope of analysis Area:

In Scope of analysis area you can customize your hierarchy levels to be used in the drill down analysis. for more information about what is scope of analysis please check this link

Bottom Bar:

You can manage your queries from the bottom bar. if you right click on this bar you will able to see this menu: You can use this menu to rename query or to run a query, duplicate a query or add a new one.

You can use the bottom right arrows to navigate or order queries.

What is Key Performance Indicators (KPI)?

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 25 Oct 2013 08:39:00 +0300

What dose KPI means?

To say it in a generic way, when you start work on something you should first define your goals. After that you should start trying to achieve your goals. Then from time to time you need to check how far you are from your goals and if your performance on achieving your goals is good or bad. here KPI (key performance indicator) come. The main purpose of KPI is to show how close you are from your goal (some how) but wait!!? normally you will need more than one KPI to indicate how far you are from your goal. to make it more easier let’s take a small example or business case but before that I want to leave one final note before ending my introduction. It is clear now that the KPIs will be different from business to another and from industry to another. yes you may have same goals like increase profit or revenue. but the metrics will be changed. hmmm you should get lost by now, let’s take an example

KPI is a metric used to measure and monitor you performance on achieving your goal(s) and it will give you an indication on your performance

Example # 1:

We have a new web site. there is many income ways implemented in our site. like advertisement, exam registration fees, products sold and so one. first we need to set our goals. I will make it here very simple one. currently our net profit is 10$ and our goal is to make it 50$ by end of the facial year (don’t laugh please :-) !!?).

Goal: Increase net revenue of our web site by 500% in one year.

now we have a goal. it is time to find how to archive it. there is many factor will affect our goals and we need to focus on the important one. we called those factors: Metrics. a metric is usually a number somehow will affect your goal like number of sold products, lets define our metrics here.

Net Profit = net income – net cost

Net income= [# of sold products * unit price] --- Product income

+ [# of visitor * AD revenue per view]+[# of add clicks * earn per add click]

+ [# of scheduled exams * exam fee] -- Exam Income

Net cost = Fixed monthly site maintenance

+ product processing cost

+ Exam setup

+ …….

Now as you can see, there is some variable metrics and some static ones. for example # of visitor is a dynamic variable metric and monthly site maintenance fee is a static one. you should concentrate on dynamic one in your KPIs.

now I will use # of visitor as a metric in my first KPI. but first is it enough to have a metric. of course not. you need some how to link this to your goal (achieving 50$ by end of year). to make it more clear check the trend graph below:

As you can see the graph show you number of visitors per month. but this is not enough to know if those figures are good or bad. is 100 visitor in Jan , 65 visitor in Feb & 70 in Mar means that I will be able to achieve my goal by end of year or not. as you can see metric is just a plain numbers and here all what you can indicate is your trend. by linking your metric to time you could get an idea if your number of visitor are increasing or decreeing over time. And as we already saw in our goal definition we need to increase our visitor in general to get more Ad income. Till now this is just a trend metric and there is something missing.

In order to achieve 50$ lets say that our strategy is to focus on Ad profit this year. if I will keep everything else the same then I should get 10$ by end of year and I have to increase my average number of visitor per month. let say the old average number of visitor of may site was 60 visitor per month. If I got on the average 60 visitor per month and everything else remains the same then we should make 10$ profit by end of year. we need to calculate the new required average number of visitor (Target) assuming that we will not change the remaining factors. hmmmm let’s say that we need on the average 90 visitor per month to achieve our target which somehow will lead to achieve our goal. now the graph should like this:

congratulations, we now have our first KPI, as you can see after we added our monthly target which required to be met in order to achieve our goal you can indicate your performance month by month to achieve your goal. We can easily see that we performed well in Jan, Apr and Aug. Nearly achieved our target in may and performed bad in the remaining months. so lets recap what we explained so far.

How to define your KPIs [KPI Definition]:

Define a goal: First you need to define your goals or set of goals. If you have a store then your goals should tell you where you should be? and after how long (when?)

Define a metric: the next step is define your metric. a metric is a number that will affect your goal

Define a Target: find how your metric should behave in order to achieve your goal. target is the required behavior

Build your KPI: KPI will show how your metric will behave against the pre-set target and will indicates your performance against your target required to achieve your goal

Visual elements used to present KPIs (Charts)

in our previous example we had one measure (# of visitor) and one dimension (Time) and this why we selected the line chart because it is the best visual element to show time trend.

lets now take all the combinations:

Single value KPI: If you have one metric and there is no dimension

the best way to present single value KPIs is to use one of the following visual element component:

Dial
Speedometer
Gauge

Multivalued KPI: if you have more one or more metric or one or more dimension

Case # 1: One metric & one dimension:

This case will depend on your dimension nature. if this dimension is a time dimension then it is preferred to use Line chart as it is the best to show trends. if your dimension is a cyclic one like months during year (12 month) you may use radar chart. if you have only one dimension like region or customer segment then you may use Pie chart or bar chart.

Case # 2: tow metric & one dimension:

in this case you should use the combined chart. it is a combination of line chart and bar chart. the bars will represent one metric and the line will act as the second one. your dimension will be shown in your X axis.

Case # 3: one metric and tow dimensions:

you may use one of the following:

bar chart.
stacked bar chart.

I will make a special post on type of charts (visual elements) and the suitable use of every one.

Key performance Indicator (KPI) types:

internal:

to measure internal performance.
not shared with outside the unit
The connection to the enterprise business goals in not clear and not strongly mapped to the enterprise goals.
still important for tracking productivity and people performance.
Example:
- Response time.
- Delivery rate.

External:

Measure the real metrics which directly related the enterprise main goals.
Shared and beaked down into smaller KPIs and been measured on smaller units and departments as well.

Final Note(s)

Score Cards: some time you may need to group more than one KPI to measure your goal, this what we call it scorecard. if all KPIs in the score card are equal in weight and contribution to achieve the goal then this is a balanced score card. if KPIs will have different weight then this what we call it unbalanced score card.
Key Risk Indicator: KRI is exactly same as KPI. but instead of measuring or indicating performance it is indicating RISK.
Indicators: You can use many visual effects to indicate good or bad performance. the traffic light 3 colors is the most know and famous one. but still you can use icons and fond size as well.

References & other links:

What is a Dashboard? http://business-objects-xi.blogspot.com/2013/10/what-is-dashboard.html

Condition (Pre-Defined filter) in BO Universe designer

tahaqp@gmail.com (Taha M. Mahmoud) — Tue, 22 Oct 2013 22:07:00 +0300

Overview:

It is a best practice to create pre-defined filters (known as conditions) to help end business users to define the required filters in their analysis and reports. for example if we have the following account statuses:

N: Normal
D: Dormant
I: In Active
C: Closed

Assume that there is business rule that state the following: active accounts are the accounts which is normal or dormant.

The best practice is to create a pre-defined filter (Active accounts) which will filter only normal and dormant accounts as per the definition. this filter will be available in the business model and the end user can easily select this filter in his/her report or analysis to narrow the report results to only active accounts.

As a best practice, you should define all your business rules during business requirements gathering session. then you need you data analyst to translate it in a technical IT form (usually SQL condition). Then you need to create the corresponding conditions (Pre-defined filters) in the business model at BO universe designer.

How to create a condition (pre-defined filter):

First you need to switch to condition list, then navigate to the folder that you want to create your condition in. this folder should some how related to your condition. for example if you have a product class (folder) and you want to create a condition to filter on electronic products like TVs, Radios…etc. then the product folder is the best place to create that condition. click on the condition icon (yellow cone) and then follow the steps in the following section to define your condition

what you need to define you condition (pre-defined filter):

Condition Name: this name should be descriptive and in business terms. For the earlier active account example. we named our filter active account because this describe the business rule clearly.

Condition description: You should write a description here about this filter, when to use it. what you expect when you use it.

Condition where: this should contains the technical SQL statement generated by the data analysis for the business rules. you can use the formula editor for more complex conditions.

Formula Editor:

Mandatory filters:

You can site your condition to be used as a mandatory filter in your universe or class by ticking the following option while creating your condition:

Use filter as mandatory in query:
Apply on universe: filter will be applied on every query generated using this universe.
apply on class: filter will be applied if any object used from the current class.
apply on list of values: filter will be applied on all LOV (list of values) generated for each object inside this class (folder). Please note that this option available only after you select apply on class

Types of conditions:

filters: it doesn’t need any input from the user. it will apply the criteria impeded inside this condition when dragged to the query filter.
Prompt: It will ask the end user for his input to apply the filet.

What is Micro Cube in SAP Business Objects

tahaqp@gmail.com (Taha M. Mahmoud) — Mon, 21 Oct 2013 20:41:00 +0300

You can set 2 aggregation level on universe measure

Database level: used as an aggregation function applied on the measure when submitting the query to the database. if you query is against a detailed table the grouped by query will retrieve less number of rows rather than the normal query. This will lead also to a smaller micro cube size.

Report level : we can set this property from object properties tab. if we set the object qualification to be measure we will be able to set the aggregation method from the properties tab. this function will be used only in the report level on top of micro cube data to display data on the report.

Derived Table in SAP Business Objects Universe Designer

tahaqp@gmail.com (Taha M. Mahmoud) — Sun, 20 Oct 2013 18:32:00 +0300

Technorati Tags: BO,Business Objects,Universe designer,Derived Table,Nested Drived Table

Overview:

Derived table is one of the features provide by SAP business objects universe designer. It is a logical table created on the semantic layer level [Universe] and will be executed at run time. This is different from physical table as physical table store data and can be manipulated by DDL and transactional statement. While in Derived table it acts like database view.

How to create and implement Derived tables:

Open universe designer and right click on any empty space in the right ban (physical layer) OR go to insert menu and select derived table
Type a proper name for your derived table.
Write the SQL select statement that will be used to define your derived table in: “Enter SQL Expression Area”
You can use “Table & Columns” panel in the bottom left corner to make it easier for you when selecting the required column in your derived table definition.
You can select a derived table from derived table panel to create a nested derived table.
You can select the required operator from the operator panel in your calculated fields.
Check syntax of your derived table definition and resolve SQL errors if any.
Click ok to complete your derived table.
Now you will be able to see your derived table in the physical layer and you can start use it as a normal table (Join, Create objects,…etc)

Using Prompt in derived table:

You can use a prompt in the definition of derived table. When you use any object related to this derived table it will prompt the end user to enter the required values. You can use prompt in the where clause as well as in calculated column definition.

Nested Derived Table:

Nested derived table is a derived table created on top of another derived table. This is a new feature in BO XI 3.0 and onward. You will use one derived table to define the other one. Normally we use nested derived tables if we want to simplify the design when have a very complex business logic. In that case we will build small derived tables and we will start using them in the bigger one. Please note that you can create as many derived tables as you wish but you only allowed to nest up to 20 level of derived table.

List of derived tables:

for very large universe it will be impossible to manage your derived tables if you don’t have a centralized place to access them. List of derived table window will give you that function. to access it click on tools menu, then select “List of derived tables…”. you can edit remove or add derived tables from that window.

Derived table best practice, advantages & disadvantages:

Write your derived table name in capital letters and without spaces. You can use “_” as a separator between words. Example: AB_EXAMPLE_TABLE_DRV
Use “_DRV” as a suffix to your derived table name to segregate between derived tables and other tables (Aliases & physical tables)
If you have a permission to create a DB view, then it is better to use it and imported to your physical layer.
Use derived tables in the following cases:
- If you need to use a prompt inside your table.
- If you have a complex logic to be implemented and you can do it from report level.
- If you have one big lookup table and you want to create specific mini lookups.
Always check syntax before creating derived table.
Give calculated columns a meaningful name as it will be displayed in the table view.
Use nested derived tables when you have very complex business logic. This will make your universe more readable and understandable by other developers.
You may encounter a bad performance when using derived table as it is a logical table and there is no data stored in it. You can create an index or adjust table space or do any performance enhancement on your derived table. But on the other hand you can be carful by optimizing the performance for the SQL select statement used in the derived table definition.
Add SQL comments in the definition of your derived table to explain your derived table and make it easier for other developers to know why this derived table was created. You can also describe business logic and column definition.
Remember this constrain: Nesting derived table is limited to 20 level .

Derived Table Examples:

Derived table:

Nested Derived Table:

Derived table with prompt:

What is a Dashboard?

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 11 Oct 2013 09:39:00 +0300

Technorati Tags: Dashboard,KPI,KRI,Score Card,Report,Indicator,Differance,example

Overview:

Before we start define Dashboard we need first to explain the following:

Indicator
KPI
KRI
Score Card
Report
Dashboard

Indicator:

Indicator is some visual effects that can give you extra information not included in the original figure. for example lets say that our profit this month is 10$. as you can see, you can’t judge if this number is good or bad. 10$ so what? if we have another piece of information like target for example or average profit for the last 12 months then we can judge if 10$ is good or bad. there is many type of indicators like

Traffic light colors: (red, Yellow, green)
Icons:
- arrows: Up – side – down
- Faces: smiley – normal – sad
- progress bars

Note(s):

You can use more than one indicator at a time.
you can use more levels than 3. for example 5 colors (red – orange – yellow – light green – dark green)

KPI (Key Performance Indicator):

The main idea of KPI is to measure your actual performance figures against your target. so normal KPI should have at least:

Actual figure
Target Figure.
Indicator
Mechanism to display (Chart)

KPI used mainly to measure performance and should give immediate impression about your status. we use indicators to indicate if we are meeting our target or not.Please note that KPI can be any chart type, Find below some examples:

KRI (Key Risk Indicator):

KRI is almost same as KPI but only with a few differences:

Feature	KPI	KRI
Measuring	Performance	Risk
Against	Target	threshold

In many cases you need to incorporate an alerting system with KRI to send it immediately by mail or a warning SMS message to risk owner because in most cases you want to act immediately when the risk is triggered.

Score Card:

Score card is a group of related KPIs that will contributes to achieve one big goal. there is 2 types of score cards.

Balanced: this an equal weight score card whish means that every KPI under this goal have the same importance. and when you calculate your achievement % for your goal you Just take the average.

Not Balanced: every KPI under the enterprise goal will have his own weight. the some of all weights should be 100% at the end. and when you calculate your achievement % for your goal you should consider the weights

Report:

Summary or detailed information displayed in tales or charts.

Dashboard:

Dashboard is a container or view that contains any number of the components listed above. typical dashboard should be customized per business user while many customized dashboards may consume the same component. for example you may have KPI used in many dashboards. Dashboard can contains KPI, KRI, Score cards and reports.

Dynamic refresh for Dashboard content using Live office Connection

tahaqp@gmail.com (Taha M. Mahmoud) — Thu, 10 Oct 2013 21:55:00 +0300

Overview:

In this post we will find how to dynamically refresh SAP dashboard [formerly know xcelsuise ]content using live office connection. Simply we will do the following:

Create Webi (Web Intelligence) report with prompted parameter.
Link our excel file with Webi report data using live office.
Link (bind) report parameter to excel cell. When the value of this cell changed the new value will be passed as a parameter for that report.
Import this excel file to be our dashboard data source.
Open data manager and use live office connection stored in excel.
Export our dashboard and refresh it automatically from info view.

Step # 1: Create a report:

By the way you can use live office to retrieve data from SAP BO using one of the following:

Crystal Report.
Web intelligence report (Webi Report)
Universe.

In this post I will guide you through the second option which is using web intelligence report as a source for our data and information. You can build your report using InfoView or rich client. So lets start:

We want to create a simple report to display branch summary information. The report should prompt the end user to select a region and the report will display the number branches under this region. Find below the report specification and screen shot for the final output.

Report name: Branches by region
Report Information:Region – City - No of Branches
Report Prompt: Select Region code:

After we completed our report we will save it and export it to our repository.

Figure # 1

Figure # 2

Step # 2: Create Excel file with live office connection:

Create a new excel file then navigate to Live Office tab [make sure that you already installed live office plug in].
Then insert data from web intelligence report that we already created.
Select Modify object from Live Office tab
Select Prompt setting
Select the 3rd choice:
- Always ask for value.
- Choose values list
- Choose excel data range. [Select This one and select the cell that you want to bind your prompt with.]
Now we have successfully bind our report prompt with a specific excel cell. Whenever data changed in that cell it will be passed automatically to the report and it will retrieve the refreshed data.
Finally, Save your excel file to BO repository by selecting Save to BOE option from live office tab.

Figure # 3

Figure # 4

Figure # 5

Figure # 6

Step # 3: Create Dashboard:

Open SAP dashboard designer
Import previously saved excel file from BOE to be our data source.
Build a pie chart on top of the summary table.
Create a drop down menu selector to display regions and set the insertion target to the blinded cell (gray one)
Open data connectivity manager and select live office.
Configure it to run after data been changed in the blinded cell.
Save dashboard to enterprise server.

Figure # 7

Figure # 8

Step # 4: Access Dashboard and refresh data from info view:

Access saved dashboard from info view.
Select another region from the drop down menu selector.
See the data been refreshed.

BO Universe Connection

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 4 Oct 2013 08:03:00 +0300

Overview:

This post is created to guide you on how to create and modify data connections in business objects universe designer. please note that you can create one data connection per universe BOXI3.1 and backward. While you can create multiple connection in BO4.

How to access BO universe connection:

Click on universe parameters icon from universe designer tool bar or from file menu. Then navigate to Definition tab, You can select one of the pre-defined connection or simply you can create a new one.

Find below a step by step work through to create your new connection:

To create new connection you should open universe parameters and click on new connection button from definition tab. Or you can so the same by open Tools Menu --> Connection ,Then follow the wizard screen described below:

Screen # 1: Welcome Screen

This screen will display a welcome message and description about what this wizard will going to implement.

[Click Next]

Screen # 2: Database Middleware Selection

We need to select connection type, select a connection name and finally data access driver

Connection Types:

Personal: Can be used only by you and only on your machine.

Shared: Can be shared with multiple users. But not stored on BO repository and can’t be accessed by the enterprise.

Secured: Save on BO repository and can be accessed by all users across the enterprise based on the security assigned.

Data Access Drivers:

Here you will find almost all famous database vendors. You can select a vendor to expand supported version & releases under that vendor. For example if you expand (+) beside oracle you will be able to select one of the following oracle releases (Hyperion Essbase 7.0, Hyperion Essbase 9.0, Oracle 10, Oracle 11 & Oracle 9 )

There are a couple of things that I want to highlight regarding data access drivers:

There is tow SAP data access drivers, one for SAP Business Warehouse & SAP BusinessObjects. Under SAP Business Objects , you will find many of SAP product that you can directly connect to. Like SAP Strategy Management, SAP Business Planning & Consolidation…etc
You can select ODBC, JDBC or text file data access driver from generic vendor group.

[Select Connection Type] --> [Type connection Name] --> [Select proper Data access driver]

Please note the following screens will depend of the data access driver that you have selected as the configuration will vary from driver to another.

Screen # 3: Login Parameters

In this screen you should enter the authentication information. In case of you selected oracle client as data access driver you will be prompted to enter:

Service Name
Authentication Mode:
- Use business object credential mapping
- Use single sign on when refreshing report at view time.
- Use a specific user name & password.
User Name:
Password:

Please note:

The configuration listed in Screen # 3 above assuming that you have selected oracle client as data access driver. Other data access drivers may have different configuration with different names.
User name & password will be displayed if you have selected “use specific user name & password” as authentication mode.
You should test connection before you proceed.

Screen # 4: Configuration Parameters

From this screen you can set the advanced data access driver configuration. For now just leave it as default. Then click finish to close the create new connection wizard.

References:

Internal:

http://business-objects-xi.blogspot.com/2013/09/bo-universe-parameters.html

External:

Universe Parameters - ANSI92

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 4 Oct 2013 07:39:00 +0300

Overview:

This is one of universe designer SQL generation parameters. The main use of this parameter is to enable/ disable ANSI92. This means that the SQL generated code from the report query will be in ANSI92 format if this parameter is enabled (Yes) other wise it will follow the old SQL ANSI89 standards. before we start we need to know what is the difference between ANSI92 & ANSI89

ANSI92 Vs. ANSI89

Both of them are SQL standers. Most people are familiar with the old ANSI89 one because it require less type effort. While ANSI92 introduced many new data types and a lot of enhancement on the syntax especially on joining table part. ANSI92 code should be more readable and less chance to encounter errors. One of the most attractive changes is to isolate table joining part from where clause.

ANSI89 sample SQL statement:

SELECT DISTINCT
BIDM.RB_DM_CLM_TRANSACTIONS.AS_OF_MONTH,
TRANS_COA_HIER.LEAF_DESCRIPTION
FROM
BIDM.RB_DM_CLM_TRANSACTIONS,
OFDM.OFS_RPT_COA_HIER TRANS_COA_HIER
WHERE
( BIDM.RB_DM_CLM_TRANSACTIONS.COMMON_COA_ID=TRANS_COA_HIER.COMMON_COA_ID(+) )

ANSI92 Sample SQL Statement:

SELECT DISTINCT
BIDM.RB_DM_CLM_TRANSACTIONS.AS_OF_MONTH,
TRANS_COA_HIER.LEAF_DESCRIPTION
FROM
OFDM.OFS_RPT_COA_HIER TRANS_COA_HIER RIGHT OUTER JOIN BIDM.RB_DM_CLM_TRANSACTIONS ON (BIDM.RB_DM_CLM_TRANSACTIONS.COMMON_COA_ID=TRANS_COA_HIER.COMMON_COA_ID)

Note(s):

As you can see in old ANSI format we have used the (=) to represent Join and (+) to represent outer join.
In ANSI92 we used (RIUGHT OUTER JOIN) and (ON) operator to represent table join. as you can see it is more readable and clean but on the other hand you need to type more code.

Parameter definition:

As per SAP user guide, you will find the following definition:

Parameter Name:	ANSI92
Parameter Possible Values:	Yes/ No
Default Value:	No
Description:	Specifies whether the SQL generated complies to the ANSI92 standard.
Parameter Value = Yes:	Enables the SQL generation compliant to ANSI92 standard.
Parameter Value = No:	SQL generation behaves according to the PRM parameter OUTER_JOIN_GENERATION

How to set this parameter:

Open Universe parameters by click on the corresponding icon or from file menu.
Navigate to Parameter tab (Last tab)
You will find a screen as shown below. You can select the required parameter from the upper panel and the parameter name and current value will be displayed on the bottom.
You have 3 buttons:
1. Add: if you want to add new parameter.
2. Replace: Edit the current value for the selected parameter with the new entered one.
3. Remove: Delete that parameter

Figures:

Default ANSI92 parameter setting:

After changing it to Yes.

References:

BO Universe Parameters

tahaqp@gmail.com (Taha M. Mahmoud) — Mon, 30 Sep 2013 19:05:00 +0300

Overview:

This is a step by step tutorial and user guide on how to configure your universe parameters. I will descript in details all options and features that can be accessed by this window then I give a detail example about how to configure a universe. [Real Case]
This post is one of the coming series that should cover business objects (BO) universe designer and should help you to build your own universe.

Definition:

Here you should define your universe by:
Universe Name: Should be something descriptive and relative to the subject area or data area covered by this universe. Every organization should have their own naming convention and the universe name should give a clear idea about what shall this universe be used for.
Description: should contains a brief description about this universe and the nature of data used inside that universe.
Connection: You should assign a connection to your universe. You can select one of the pre-defined connection or simply you can create a new one.

Find below a step by step work through to create your new connection:
To create new connection you should open universe parameters and click on new connection button from definition tab. Or you can so the same by open Tools Menu --> Connection ,Then follow the wizard screen described below:
Screen # 1: Welcome Screen
This screen will display a welcome message and description about what this wizard will going to implement.
[Click Next]
Screen # 2: Database Middleware Selection
We need to select connection type, select a connection name and finally data access driver
Connection Types:
Personal: Can be used only by you and only on your machine.
Shared: Can be shared with multiple users. But not stored on BO repository and can’t be accessed by the enterprise.
Secured: Save on BO repository and can be accessed by all users across the enterprise based on the security assigned.
Data Access Drivers:
Here you will find almost all famous database vendors. You can select a vendor to expand supported version & releases under that vendor. For example if you expand (+) beside oracle you will be able to select one of the following oracle releases (Hyperion Essbase 7.0, Hyperion Essbase 9.0, Oracle 10, Oracle 11 & Oracle 9 )
There are a couple of things that I want to highlight regarding data access drivers:

There is tow SAP data access drivers, one for SAP Business Warehouse & SAP BusinessObjects. Under SAP Business Objects , you will find many of SAP product that you can directly connect to. Like SAP Strategy Management, SAP Business Planning & Consolidation…etc
You can select ODBC, JDBC or text file data access driver from generic vendor group.

[Select Connection Type] --> [Type connection Name] --> [Select proper Data access driver]
Please note the following screens will depend of the data access driver that you have selected as the configuration will vary from driver to another.

Screen # 3: Login Parameters
In this screen you should enter the authentication information. In case of you selected oracle client as data access driver you will be prompted to enter:

Service Name
Authentication Mode:
- Use business object credential mapping
- Use single sign on when refreshing report at view time.
- Use a specific user name & password.
User Name:
Password:

Please note:

The configuration listed in Screen # 3 above assuming that you have selected oracle client as data access driver. Other data access drivers may have different configuration with different names.
User name & password will be displayed if you have selected “use specific user name & password” as authentication mode.
You should test connection before you proceed.

Screen # 4: Configuration Parameters
From this screen you can set the advanced data access driver configuration. For now just leave it as default. Then click finish to close the create new connection wizard.

Summary:

In summary page you can find summary information about your universe. The information in this page is divided into 3 main section:
Universe main information:

Created: displays creation date.
By: Displays the user name whom created that universe.
Revision number: Current universe version. Every time you export your universe to BO repository this number will increased by 1. Initial for new universe this number is 0.

Comments:
You can use this part to write any comments or remarks related to this universe. Me & my team used this section to keep version control history as we don’t have a license for “BO life cycle manger” which handle universe version control. Find below the template that we have used to keep our universe version control:
[Version Control Template]
[TASK ID]:
[REV NO]:
[DEV. BY]: Developer name @ date of modification
[REV. BY]: Reviewer name

Change 1
Change 2

[Version Control Example]
[TASK ID]: T1378
[REV NO]: 343
[DEV. BY]: Hanan K Al-Salamah @ 20-Jan-2013
[REV. BY]: Abdou M. Abdulaziz

Modify the Derived Table ACLM _PRODUCTS
Modify the Join conditions between ACLM _PRODUCTS and OFDM.FEM_COMMERCIAL_LOANS

Statistics:
This section will display statistics information about this universe like: No of classes, objects, condition, tables…etc

Strategies:

From this tab you can implement one of the following strategies.
Object: You can build a customized object strategy to identify your measures and dimension and do special grouping based on some pre-defined condition. This is an advanced topic and I will create a special post on it.
Join: Join strategy can detect joins between tables based on column names, Type or smart match.
Table:
Strategy are very effective way to save development time if the physical layer is well defined and have naming rules applied. You can save months or weeks of development time by creating an object strategy that can build the universe from scratch. But take care, You always need to revise objects definition as for each and every rule there are many special cases that need special handling.
Join strategy also is very effective if you define primary and foreign key on database level. It is helpful also if you maintain naming convention across your table.

Control:

From this tab you can limit number of returned rows or time execution or both. Find below the limitation that you can set from this tab:

Limit size of result set to: [No of rows]
Limit execution time to: [Time in seconds]
Warn if cost estimate exceeds:
Limit size of long text object to: [No for char]

SQL:

This tab contains options that can be used to customize and control SQL and query generation. The tab divided into 3 sections as follow:

Query:
- Allow use of sub query.
- Allow use of union, intersect & minus operator
- Allow complex operand in query panel.
Multiple paths:
- Multiple SQL statements for multiple context.
- Multiple SQL statements for multiple Measures.
- Allow selection of multiple context.
Cartesian Product:
- Prevent
- Warn

Links:

You can link current universe with other universe or you can include another universe in the current one. Let’s take an example. Assume that we have a special universe for customer information and we have many other universes that cover many business area across the enterprise. Now let’s assume that customer information class should be a mandatory and basic part of all our universes as it is a common dimension and you always need to refer to customer information. Now we have 2 options:

Link to customer information universe: This will add a link to all tables, classes and objects in customer information universe. It will appear in the current universe but dimmed and not editable. If you want to make any modification in customer information universe it will reflect automatically on all universes linked to it.
Include customer information universe in the current universe: This will make a copy of customer information universe in the current universe. You can edit or modify anything and it will be part of the current universe and independent from the original customer information universe.

Note: Link feature centralize all modification in only one universe and keep the consistency and compliance. While including universe give you the flexibility to change and edit.

Parameter:

There are many universe parameters that you can set from this tab. I will create a detailed post on this topic. For now I just want to share with you this hint:
If you want to pass universe name, user name and report name by each query generated and submitted by webi report do as follows:
Property Name: END_SQL
Property Value: --@variable('BOUSER'), @variable('UNVNAME'), @variable('DOCNAME')
Notes:

@variable(‘BOUSER’): is a system variable that will return the current logged in user.
@variable(‘UNVNAME’): is a system variable that will return universe name.
@variable(‘DOCNAME’): is a system variable that will return the report name.

I recommend this book "Creating Universes with SAP BusinessObjects" for you if you want to learn how to do the same using SAP BO Information Design Tool:

BO InfoView & Rich client Fast User Manual (Tutorial) (Part # 2–View Mode)

tahaqp@gmail.com (Taha M. Mahmoud) — Sun, 29 Sep 2013 21:10:00 +0300

Overview:

This is part 2 of SAP Business Objects user guide. Today we will explain Webi view mode in details. We will go through different menus, Functionality and features. This tutorial apply for both InfoView as well as rich client. Please note also that this user manually build using BOXI3 version but it is almost same in BO4.

I suggest to read Part # 1 first:

Part # 1: BO InfoView & Rich client Fast User Guide (Tutorial) (Part # 1 - Navigation)

View

When you select Webi report and double click on it or right click and select view, the report will be displayed in view mode. Find below the main functionality that you can use during view mode:

Document:

Close: Close current document
Edit: Open edit mode for current document. [If you have write rights]
Save: Save current document
Save As: Save current document in different name and location
Save to my computer as: save document as excel, CSV or PDF
Save Report to my computer as: Save current report only. [Note: Document can have multiple tabs (Reports)]

View:

Quick Display Mode: Display data only without page borders or layout.
Page Mode: Display report in page mode. You should use this mode to optimize layout before printing.
Draft Mode:
PDF Mode: Show as PDF
Left Panel: Show/ hide left panel.
Status Bar: Show / Hide status bar.
Fold /Unfold: Expand / Collapse section.

Other Options:

Save Report
Print Report
Find Text in Report: Like find feature provided by Microsoft in MS Office & MS Windows.
Zoom:

Page Navigation: go to next page, previous page, first page and last page. You can also enter specific page number to jump immediately to that page.
Edit:
Refresh Data: It will open the prompt wizard if there is a prompt in that report. Otherwise it will refresh data and return back results.
Track: I will create a separate post for this topic.
Simple Filter: show / Hide simple filter bar. You can select report dimension from here and a drop down menu will display all possible values for that dimension. You can then select a specific value to filter the report on that selected value.
Drill Mode: Activate drill mode. This is very useful to analysis data displayed in the report. You need to have a pre-selected hierarchies like time for example: [Year- Quarter – Month – Date]. Hierarchy are built in universe and can be selected and configured in query editor and scope of analysis area.
Take Snapshot: Used with drill mode to take a snapshot from the current drill paths selected.

BO InfoView & Rich client Fast User Manual (Tutorial) (Part # 1 - Navigation)

tahaqp@gmail.com (Taha M. Mahmoud) — Sun, 29 Sep 2013 19:46:00 +0300

Overview:

This is a fast walkthrough, User Manual and tutorial on BusinessObjects (BO) Web Inelegance (WEBI). This can be useful for InfoView And Rich client BOXI3 as well as BI Launch pad BO4. This user guide should help you to understand the basic functionality and features provided by BO web intelligence. Don’t hesitate to leave me a comment if you find anything useful to add.

Login:

Main screen please note that if you are using InfoView it will not ask you about system. As every system have his own URL while if you are using Rich Client, It will ask you to enter your system name. First I will explain how to access your system:

Info View: Link should be like this: https://<Server Name>:<Port Name>/InfoViewApp/logon.jsp Example: https://boProd:9009/InfoViewApp/logon.jsp

Rich Client: Go to the following Path: Start Menu --> All Programs --> BusinessObjects XI 3.1 --> BusinessObjects Enterprise Client Tools --> Web Intelligence Rich Client

The required login Information described below:

System: this your system name. If you have multiple environment like Development, SIT, UAT and production then you may have a different system name for each. System name is identified by <BO instance name>: <Port number>. Example: [boProd1:6401] without brackets.
User Name: your user name and it it will depend on your authentication method. So for example if you selected LDAP so you need to provide LDAP user and password. If you for example selected Enterprise, then you should provide a valid user name & password that defined on BO server by BO administrator.
Password: your password.
Authentication:
- Enterprise: credential are kept on BO server and can be created, edited and removed from CMC screen by the BO administrator.
- LDAP:
- Windows AD
- Windows NT
- Stand alone
Use offline mode

Please note that System & use offline mode are only displayed when you are trying to login from Rich Client only. As we mention before, System information are included in URL when we are trying to login into InfoView and there is no offline mod in InfoView.

Navigation:

After you login successfully to the system you will see the following screen. Let’s go through all available options:

Main Tool Bar:

Home: Will return you back to this page.
Document List: Navigate through your reports. You can navigate them by category or by folder.
Help: Display help menu.
Preferences: Configure and personalize your settings.
About: information about BO release and license.
Logout

Navigate:

Document List: Navigate through your reports. You can navigate them by category or by folder.
My Favorites: This is your own area and you are the only one who can access this folder (beside BO administrator of course). You have a full privilege on that folder and you can build your own analysis here.
My Inbox: All reports scheduled to be send to your Inbox folder.

Personalize:

Preferences: Configure and personalize your settings.

As you can see you can access the same option from many places.

Report options

After you click on document list, the following screen will be displayed. You can navigate through your reports by folders or by categories

Toolbar menu:

Folder: Navigate your reports by folders
Category: Navigate your reports by category
Refresh: Refresh report list

New:

Hyperlink: You can use this option to create a hyperlink for any relative site.
InfoView page layout: Portal Page
Publication: We will have a detailed post on publications
Web Intelligence document: This option used to create a new Webi Document.
Analytic
Category: create a new category
Folder: Create a new folder

Add

Crystal Report
Local Documents: You can add local Microsoft [Word, Excel and PowerPoint] or PDF document to the current selected folder.

Organize

Cut: Cut the selected object/ Document.
Copy: Copy the selected object/ Document.
Copy Shortcut: Copy the relative path for the current object or document.
Past: works as Microsoft Windows.
Delete: Remove the selected object / Document.

Actions:

It will display a customized menu based on the selected object from the navigation area.

If you right click on any report, the following popup menu will be displayed:

View: Open Webi report in view mode

Properties: Open properties window for the selected document.

Categories:

Modify: Open selected Webi report in edit mode

Schedule: Create a scheduler for that report. (We will have a separate post for this topic)

History: Display the history for all instances generated from report schedule.

New: As described before.

Add: As described before

Organize: As described before.

What is the difference between folder and category?

Folders: Folders are physical containers that used to store mutable related objects/ Documents.

Category: Virtual & logical grouping for reports or documents. The reports are physicaly stored in folders and can exists in only one folder while you can to refere to the same report from more that one category. Normally categories is better to represent business calsification while folder is better for data classification.

Example:

We have 2 data areas:

Customer Information
- Customer Search Report
- Customer relatives
- Customer Segmentation
Current Account
- Account Statement
- Last 10 Transaction by Account
- Top 10 transactions Today

We have 3 business groups:

Tellers:
- Customer Search Report
- Account Statement
Marketing:
- Customer Search Report
- Customer Relatives
- Customer Segmentation
- Account Statement
- Last 10 Transaction by account
Fraud, Compliance & Risk Department
- Customer Search Report
- Account Statement
- Top 10 transaction Today.

As you can see from data point of view the report can created only once under it is corresponding data area. While the same report can serve many business departments. Let’s imagine that we don’t have category feature, in this case we should build our security model to allow every department to access their reports only. This will lead to duplicating same report in many folders just to fulfill this security constrain. But because we have categories feature we can create report once and map it to many categories. I will create a special post to cover this topic in details.

Rank

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 27 Sep 2013 08:19:00 +0300

Description:

You can use rank to generate a report that display for example top 10 customers based on sales information or bottom 10 branches based on their profit. To do that in BO we have 2 Methods.

[Method # 1]: Apply Rank from the Webi report

In this method you can click on Apply/ Remove rank button () to add rank on the selected column.

This will open the following Wizard to set Rank properties:

Ranking Properties:

In ranking properties you can select your ranking direction. if you want to display top records in your ranked list then just tick check box beside Top. If you want to display records at bottom of your list then select Bottom. You can also enter the number of records that you want to display. for example if you select Top and entered 10 in the text box beside it then it will display top 10 records if you selected count as a calculation mode.

Based on:

select the measure that will be used to rank your records. You may have more than one measure displayed in your table but you can only rank them based on one of them.

Ranked By:

Select the dimension associated with this rank.

Calculation Mode:

count: will stop ranking after it reach for that count. For example if you selected Top 10 with count as calculation mode it will keep displaying records on top of your list till the 10th record.
Percentage:
Cumulative sum: it will keep displaying records till reach the limit specified in ranking properties.
Cumulative Percentage:

Example:

Find below the raw data that we will use in our example:

Branch	Transaction Amount	Transaction Volume
101	50,000	100
102	1,000,000	600
103	60,000	250
104	950,000	700
105	150,000	460
106	2,000,000	800
107	200,000	300
108	500,000	620
109	350,000	430
110	1,900,000	850

Now lets check the following ranking cases:

Case # 1:

Description: Display top 5 branches based on their transaction volume

Ranking Properties:

Top [ 5 ]

Based on [ Transaction Volume] Ranked by [ ]

Calculation Mode: Count

Results:

Branch	Transaction Amount	Transaction Volume
110	1,900,000	850
106	2,000,000	800
104	950,000	700
108	500,000	620
102	1,000,000	600

Case # 2:

Description: We need to display branches that performed 80% of total transaction volume

Ranking Properties:

Top [ 80%]

Based on [ Transaction Volume] Ranked by [ ]

Calculation Mode: Cumulative Percentage

How it Works:

Branch	Amount	Volume	%	Cum %
110	1,900,000	850	17%	17%
106	2,000,000	800	16%	32%
104	950,000	700	14%	46%
108	500,000	620	12%	58%
102	1,000,000	600	12%	70%
105	150,000	460	9%	79% **
109	350,000	430	8%	87%
107	200,000	300	6%	93%
103	60,000	250	5%	98%
101	50,000	100	2%	100%

** Limit Achieved

Results:

Branch	Amount	Volume
110	1,900,000	850
106	2,000,000	800
104	950,000	700
108	500,000	620
102	1,000,000	600
105	150,000	460

Notes:

We ranked our data based on Volume and we didn’t consider Transaction amount in our calculation.

[Method # 2]: Apply Rank from the Edit Query window

In this method you will retrieve only the ranked data from the database.

Useful Links:

Sort

tahaqp@gmail.com (Taha M. Mahmoud) — Fri, 30 Aug 2013 18:03:00 +0300

Technorati Tags: BO,Business Objects,Sort,Info View,Rich Client,Custome Sort,Order,Sort Priority

Usually we need to sort data when we want to present it. You have 3 sorts direction as follow:

Ascending: from smaller to greater
Descending: reverse order
Customized: based on your customized order

And we can sort on the following level:

Column: sort data in table based on the selected column [tabular & cross table]
Row: Sort data in table based on the selected row [Cross table]
Table: if you have more than one sorted data set we can order or priorities them from this menu.

We can sort data by activating the required column or row then:

Click on the sort icon.
go to insert menu, then go to sort and select the sort direction.
from the properties tab on the left, go to sort part and select the required sort direction

Method # 1:

Method # 2:

Method # 3:

Finally please note the following:

Note # 1: In custom sort you can change the order of the displayed values manually by promoting and demoting values. This option is reasonable to be used with small list of values.

Note # 2: In custom sort you can add values not in the list for example if you have a custom sort on currency like shown in the figure below. In this example we know that we have 3 currencies (USD, JPY & SAR) but only 2 of them displayed. If we want to consider the 3rd currency as well when it show up in our data you can simply type in in the temporary values and assign it the right position.

Note # 3: You can set the sort order priority on a table if you have more than one level of sorts from the properties tab after activating that table.

Business Objects

Tableau Tips and Tricks: Create User Filter

Tableau Tips and Tricks: Tableau Cycle Fields

Creating Universes Using SAP BusinessObjects IDT(Fast Track)

Great Chance, Buy and SAVE

SAP Dashboard Designer (Xcelsius) Session # 10 (Cascaded Selectors 2)

Learning SAP BusinessObjects Dashboards

About This Book

Who This Book Is For

Table of Contents

What You Will Learn

In Detail

Authors

Taha M. Mahmoud

SAP Dashboard Designer (Xcelsius) Session # 6 (Calender Component)

Business Objects (BO) Interview Questions [Part # 1]

1) What is alias table means? When we should use it & how to create it?

2) What is Derived table? When shall we use it? How to create it?

3) What is Scope of Analysis?

4) What is Micro Cube in SAP Business Objects

5) What is aggregate aware function? when to use it?

Business Objects

What is business objects?

Business Objects version history:

List of Business Objects Tools:

Prompt in SAP Business Objects WEBI Report

Introduction:

Best Practice:

CORBA Initialization failed. (WIS 10901) error in WebI Rich Client

Error Message:

Notes:

Resolution:

Create data query in business objects WEBI

SQL select statement:

Select Statement Syntax:

Example:

Create Data Query in BO WEBI Report:

Create query tutorial

Upper tool bar:

Left panel

Right panel

Bottom Bar:

What is Key Performance Indicators (KPI)?

What dose KPI means?

Example # 1:

How to define your KPIs [KPI Definition]:

Visual elements used to present KPIs (Charts)

Key performance Indicator (KPI) types:

Final Note(s)

References & other links:

Condition (Pre-Defined filter) in BO Universe designer

Overview:

How to create a condition (pre-defined filter):

what you need to define you condition (pre-defined filter):

Mandatory filters:

Types of conditions:

What is Micro Cube in SAP Business Objects

Derived Table in SAP Business Objects Universe Designer

Overview:

How to create and implement Derived tables:

Using Prompt in derived table:

Nested Derived Table:

List of derived tables:

Derived table best practice, advantages & disadvantages:

Derived Table Examples:

Derived table:

Nested Derived Table:

Derived table with prompt:

What is a Dashboard?

Overview:

Indicator:

KPI (Key Performance Indicator):

KRI (Key Risk Indicator):

Score Card:

Report:

Dashboard:

Dynamic refresh for Dashboard content using Live office Connection

Overview:

Step # 1: Create a report:

Step # 2: Create Excel file with live office connection: