SAP BusinessObjects 4.0 - Selecting the Right BI Tooldocshare01.docshare.tips/files/19199/191990233.pdfPreview: SAP BusinessObjects Design Studio (ZEN) Analytical & Planning Applications

Selecting the Right SAP BusinessObjects BI Client Product

based on your business requirements for SAP BW Customers

Ingo Hilgefort

Director Solution Management

© 2012 SAP AG. All rights reserved. 2

Disclaimer

This presentation outlines our general product direction and should not be

relied on in making a purchase decision. This presentation is not subject to

your license agreement or any other agreement with SAP. SAP has no

obligation to pursue any course of business outlined in this presentation or

to develop or release any functionality mentioned in this presentation. This

presentation and SAP's strategy and possible future developments are

subject to change and may be changed by SAP at any time for any reason

without notice. This document is provided without a warranty of any kind,

either express or implied, including but not limited to, the implied warranties

of merchantability, fitness for a particular purpose, or non-infringement. SAP

assumes no responsibility for errors or omissions in this document, except if

such damages were caused by SAP intentionally or grossly negligent.


SAP BusinessObjects BI portfolio

Reporting

Monitoring

Analyze

Discover


Reporting

SAP BusinessObjects BI portfolio Reporting

Consistent layout and format Repetitive usage Pre – designed content Strong distribution capabilities Formatted & Printable reports Operational reports


Monitoring

SAP BusinessObjects BI portfolio Monitoring

Tracking corporate KPIs Highly visualized information Aggregated information Real-time Interactive Simple Mobile


Analyze

SAP BusinessObjects BI portfolio Analyze

Changing views Exchange dimensions and measures Hierarchical reporting Creating calculations Forecasting & Planning Multi-dimensional data Mobile


Discover

SAP BusinessObjects BI portfolio Discover

Business User focused Asking questions – Finding answers Read, Enrich, Manipulate, and Combine information Easy and Simple Uncover trends, and outliers


SAP BusinessObjects BI portfolio

Crystal Reports Web Intelligence

Reporting Monitoring

Analyze Discover

Dashboards Design Studio (ZEN) Exploration Views

Analysis Design Studio (ZEN)

Explorer Visual Intelligence


SAP BusinessObjects BI portfolio Who creates the content?

Reporting Monitoring Analyze Discover

IT

Business User

Crystal Reports

Web Intelligence

Design Studio

Dashboards

Exploration Views

Design Studio

Analysis Explorer

Visual Intelligence


SAP BusinessObjects BI portfolio Who consumes the content?


Crystal Reports

Web Intelligence

Design Studio

Design Studio

Analysis Office

Explorer

Visual Intelligence

Executive

Senior Mgmt

Business Analyst

Individual Contributor

Analysis

Analysis

Design Studio

Design Studio Explorer

Web Intelligence

Exploration Views

Design Studio

Exploration Views

Design Studio

Dashboards

Dashboards


SAP BusinessObjects BI portfolio Where is the content consumed?


Explorer Design Studio

Analysis Office

Design Studio

Design Studio

Visual Intelligence Web Intelligence

Crystal Reports

Web Intelligence

Crystal Reports

Web Intelligence

Crystal Reports

Dashboards

Exploration Views

Exploration Views

Analysis OLAP

Design Studio

Visual Intelligence


Guidance for SAP NetWeaver BW customers

Customers using Web Application Designer (WAD) should adopt Design Studio as their primary tool for creating dashboards and applications, both on the Web and on mobile devices.

Customers of SAP BusinessObjects Dashboards should continue with dashboards and leverage the upcoming HTML5 functionality for on-device dashboards. Customers using SAP BusinessObjects Dashboards on top of SAP NetWeaver BW should strongly consider building their new dashboards in Zen.

Selecting the Right SAP BusinessObjects BI Client … based on your audience




Crystal Reports

Web Intelligence

Design Studio

Design Studio

Analysis Office

Explorer

Visual Intelligence

Executive

Senior Mgmt

Business Analyst


Analysis

Analysis

Design Studio

Design Studio Explorer

Web Intelligence

Exploration Views

Design Studio

Exploration Views

Design Studio

Dashboards

Dashboards

Explorer


Reporting (Crystal Reports & Web Intelligence)

Consume standardized reports to review operational metrics

Receive alerts from pre-built reports and leverage information for follow up

Use guided interactivity for filtering and selecting the right information

Share reports with larger audience and make use of product interoperability

Use interactive reporting capabilities to access and analyze a variety of data sources

Monitoring & Analyze (Design Studio & Analysis, edition for Microsoft Office)

Consume and interact with information using prepared workbooks

Analyze operational metrics inside the Microsoft Office environment

Follow guided analysis using pre-built BI applications




Monitoring and Analyze (Design Studio & Analysis)

Analyze corporate information to fulfill ad hoc requests from management

Build and share Microsoft Excel and web based BI applications for guided analysis

Use Analysis as starting point and leverage product interoperability for details

Create and edit reports without the need for IT or a report designer


Business Analyst

Discover (SAP BusinessObjects Explorer & Visual Intelligence)

Answer ad-hoc questions anywhere, anytime using historic and real-time data

Search and explore information by using natural words and simple visualizations

Access large volumes of information on-premise and on device

Combine, enrich, manipulate, and merge information



Senior Management

Monitoring & Analyze (Analysis & Design Studio)

Analyze and review corporate KPIs and measure progress towards set goals

Share findings with upper management in form of presentations with live data

Use actual and historical data for detailed planning scenarios to enable realistic forecasting

Leverage product interoperability to share findings with other BI clients

Analyze information on the desktop, via browser, and via mobile device

Reporting (Web Intelligence)

Consume and change pre-delivered reports without the need for IT or a report designer

Use interactive reporting capabilities to access and analyze a variety of data sources




Monitoring & Analyze (Exploration Views & Design Studio)

Track and analyze company wide metrics using real-time interactive dashboards

Leverage what-if capabilities to evaluate different planning scenarios

Provide navigation for further analysis using product interoperability

Analyze information on the desktop, via browser, and via mobile device Executive

Discover (SAP BusinessObjects Explorer)

Answer ad-hoc questions anywhere, anytime using historic and real-time data

Search and explore information by using natural words and simple visualizations

Access large volumes of information on-premise and on device



IT

Senior

Management

Business

Analyst

Individual

Contributor

Executive

Consume and interact with information using simplified BI templates

Use pre-built workbooks with guided steps

Create and customize BI applications and design guided navigations

Leverage BI applications for planning and forecasting scenarios

Leverage BI applications for planning and forecasting scenarios

User product interoperability to share results with other BI clients

Consume and interact with information using simplified BI templates

Analyze information on mobile devices

CR

EA

TE

CO

NS

UM

E

SAP BusinessObjects BI portfolio What’s the role of SAP BusinessObjects Design Studio (ZEN)?


Multidimensional data analysis with

native Microsoft Office user experience

• Analyze and interact with data in Microsoft Excel to discover, compare, and forecast business drivers

• Create live data presentations with Microsoft PowerPoint to share business insights • Create predefined workbooks for simplified data analysis

SAP BusinessObjects Analysis,

edition for Microsoft Office

Senior Management Business Analyst Individual Contributor


SAP BusinessObjects Analysis, edition for OLAP

Multidimensional data analysis within a

web-based environment

• Analyze and interact with data through dedicated web client to uncover answers to business questions

• Create workspaces for private usage or to share business insights across the enterprise

• Run SAP BusinessObjects Analysis, edition for OLAP with other business analytic solutions integrated on the same BI platform

Business Analyst


Preview: SAP BusinessObjects Design Studio (ZEN)

Analytical & Planning Applications

This presentation and SAP’s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

Rich and Intuitive design environment

for building powerful analytical and

planning BI applications

• Leverage a large set of out-of-the-box design components and the ability to customize using simple scripting language

• Create applications for on-premise and on-device using the latest technology, such as HTML5 rendering

• Create applications optimized for SAP NetWeaver BW and SAP HANA

IT


SAP Crystal Reports

Design well-formatted, layout-focused

reports

• Create professional reports following strict layout presentation: legal, business, financial, and regulatory

• Build guided interactivity into reports to enable faster decision making

• Report off any type of data source and transform raw data into detailed data analysis



SAP BusinessObjects Web Intelligence

Ad hoc interactive reporting

• Access, analyze, format, and share business insights, all in one tool.

• Create queries easily without the need to engage a report designer • Query on any type of data source with built-in features focused on easy data analysis

Senior Management Business Analyst Individual Contributor


SAP BusinessObjects Dashboards

Visualize complex data easily with

interactive dashboards

• Monitor key performance indicators through library of rich visualizations

• Perform “what-if” scenario-based analysis with interactive controls

• Drill into reports and analytics for further data analysis

Middle Management Executive


SAP BusinessObjects Explorer

Search relevant information and direct

exploration of data

• Answer investigative questions and obtain facts quickly

• Self-service access to data without the need for predefined report or query

• Automatic generated visualizations for immediate insight on data

Executive


Visual Intelligence

Business Analyst

Provide flexibility and freedom to

understand data, personalize it, and

create beautiful content

• Combine, manipulate and enrich data to apply it to your business scenarios

• Self-service visualizations and analytics to tell your story

• Optimized for SAP HANA for real-time on detailed data

Selecting the Right SAP BusinessObjects BI Client … based on product capabilities


Selecting the Right SAP BusinessObjects BI Client Comparing Product Capabilities

Crystal

Reports for

Enterprise

Web

Intelligence Dashboards

Analysis,

Edition for

Microsoft

Office

Analysis,

edition for

OLAP

SBOP Explorer Design Studio

Highly formatted reporting

Parameterized & Dynamic Layout

Self – Service reporting / Free form layout

Hierarchical capabilities

Data Visualization

Product Interoperability

Guided Navigation

Mobile Reporting


Selecting the Right SAP BusinessObjects BI Client Comparing Product Capabilities – SAP Data Sources

Crystal

Reports for

Enterprise

Web

Intelligence

SBOP

Dashboards

Analysis,

Edition for

Microsoft

Office

Analysis,

edition for

OLAP

SBOP Explorer Design studio

SAP ECC (directly) Yes Yes Yes No No Yes* No SAP ECC via Transient

Provider ECC 6 - EhP05 Yes Yes Yes Yes Yes No Yes SAP NetWeaver BW

(BI Consumer Services) Yes Yes Yes Yes Yes No Yes SAP NetWeaver BW

(Relational) Yes Yes Yes No No Yes No SAP NetWeaver BWA

(via SAP BEx Query) Yes Yes Yes Yes Yes Yes Yes SAP NetWeaver BWA

(directly) No No No No No Yes No

SAP HANA (directly) Yes Yes Yes Yes Yes* Yes Yes Non-SAP Sources

Yes Yes Yes No Yes Yes No


SAP BusinessObjects BI 4.x & SAP NetWeaver BW Hierarchical Reporting Capabilities

Crystal

Reports for

Enterprise

Web

Intelligence

Dashboards

(BI4 SP04

connectivity)

Analysis,

edition for

MS Office

Analysis,

OLAP

Edition

SAP

Business

Objects

Explorer

Support for hierarchical member selection

Support for hierarchical parameters

Support for hierarchies in charts and crosstab Only Hierarchical Scorecard

Support for “delegated measures”

Support for hierarchical report design

Switching between hierarchies on the fly

Level based member selection

Showing Leaves only / Lowest Level of the hierarchy

“Expand to Level” as a configuration option

Skipping Levels of a hierarchy

Ranking data along hierarchies

Selecting the Right SAP BusinessObjects BI Client … based on your business requirements


Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Financial Area

As Financial Manager for the West Coast Region of North America

I need to be able to analyze cost and profit center actuals towards

the allocated budget along several dimensions. I need to be able to

see these measures along our company structures as well as

being able to compare information from several sources. I also

need to be able add my own calculation to answer on-demand

requests from senior management.

I would like to leverage the information inside Microsoft Excel, but

it also should be possible to use it in a browser.

Middle Management



What did we hear ?

Use of hierarchies (cost center / profit center / company structures) Probably usage of BEx Query Structures Usage of Microsoft Excel and browser based access Creation of calculations on the fly Accessing multiple sources

Middle Management



Crystal

Reports for

Enterprise

Web


Analysis,

Edition for

Microsoft

Office

Analysis,

edition for

OLAP


Usage of Hierarchies

Using BEx Query Structures

Microsoft Excel as client

Internet Browser as client

Creating calculations

Multiple Source in one report



Usage of hierarchies and structures – Crystal Reports, Web Intelligence, SBOP Dashboards are able to leverage hierarchies in reports but

are lacking deep hierarchical capabilities – Analysis, edition for Microsoft Office and Analysis, edition for OLAP, and Design Studio provide the

complete bandwidth of hierarchical capabilities Creating Calculations on the fly

– Crystal Reports and SAP BusinessObjects Dashboard would require to change the underlying report – Web Intelligence allows to create calculation but the user needs to “write formulas” – Analysis, edition for Microsoft Office and Analysis, edition for OLAP allow to create calculations in a

very simple way without the need to create formulas Microsoft Excel as client to access the data

– Live Office is able to provide the information from Crystal Reports and Web Intelligence with limited navigation

– Analysis, edition for OLAP and SBOP Explorer have no “live” integration with Microsoft Excel – Analysis, edition for Microsoft Office provides a native integration into Microsoft Excel and Microsoft

PowerPoint



Summary

Based on the combination of requirements from the Financial Area the recommendation would be to use – Analysis, edition for Microsoft Office – Analysis, edition for OLAP – Design Studio

Design Studio could be leverage to create a custom BI application / template for the user

audience

For less hierarchical driven reports and a more consumer (less power user) type of audience Web Intelligence might be an alternative


Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Sales Area

The Sales Manager for Canada asked me to create a report

for his sales representatives that would allow them to see

their current sales pipeline. He mentioned that the

information needs to be available in the office, on the road,

and on mobile devices.

He also stressed out that each sales representative needs to

be able to change the report “as they wish” so that they can

see the information by opportunity, product, week & month,

and other angles. Actual hierarchies are only used limited.

For him as Sales Manager for Canada, he mentioned it would

be a great value to be able to run some simple scenarios to

see how certain changes could impact the pipeline, for

example a change in the product cost or price.

… and he then also mentioned that sometimes people prefer

just to get an eMail with a PDF file.

Business Analyst

Middle Management




What did we hear ?

The information needs to be available on-premise (in the office), offline (on the road), and on mobile devices

Users need the ability to change the report and change the view on the data.

Only limited use of hierarchies Distribution of the reports via eMail in a PDF format is also required For the Sales Management some simple what-if scenarios would be a great

asset

Business Analyst



Crystal

Reports for

Enterprise

Web


Analysis,

Edition for

Microsoft

Office

Analysis,

edition for

OLAP


Offline Capabilities

Mobile Reporting

Distribution via eMail (Broadcasting)

Edit the report

Change the “view” of the data

What-if scenarios



Using the information on-premise and on the road (offline) – Crystal Reports and Web Intelligence provide offline capabilities out of the box – For SBOP Dashboards there are partner solutions available on SAP EcoHub – Analysis, edition for Microsoft Office provides limited offline capabilities

Providing mobile access to the information – Crystal Reports and Web Intelligence provide mobile access for Blackberry and iPad / iPhone via Mobile

BI – SAP BusinessObjects Explorer is available for the iPhone / iPad – SAP BusinessObjects Dashboards is available on Flash enabled mobile devices – SAP BusinessObjects Design Studio allows you to build mobile BI dashboards

Distribution via eMail – Crystal Reports and Web Intelligence are integrated with the Publication capabilities from the BI Platform – SBOP Dashboards, Analysis, edition for OLAP and Analysis, edition for Microsoft Office are not

integrated yet – SAP BusinessObjects Explorer is always a online access



Changing the “view” on the information – Crystal Reports and SBOP Dashboards only provide limited capabilities to change the report for the

consumer. Such workflows have to be considered as part of the original design already – Web Intelligence, Analysis, edition for Microsoft Office and Analysis, edition for OLAP provide rich self

service functionality for the consumer – SAP BusinessObjects Explorer provides such capabilities, but the consumer might be limited to the

Information Space definition – SAP BusinessObjects Design Studio allows you to create BI dashboards with such functionality

“What – if” capabilities – A “What – if” scenario is the strength of SAP BusinessObjects Dashboards – Web Intelligence and Analysis, edition for Microsoft Office do offer limited capabilities in this area



Summary

Based on the combination of requirements from the Sales Area the recommendation would be to use – Web Intelligence – Interactive Analysis Desktop – Mobile BI

What – if Scenarios will be created using SAP BusinessObjects Dashboards or Design

Studio


Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Executive Area

As Executive Manager in this company I need consolidated

information, which provides me with a high-level overview on

all critical corporate KPIs. I need to be able to access this

information anytime, anywhere.

If needed I need to be able to get to the root cause and see

the detailed information.

I also can not always wait for my business analyst of IT to

send me the information when I ask them a question. It

would be good to be able to simply search for the answer by

entering my question.

Executive



What did we hear ?

Consume highly aggregated information Strong data visualizations needed Provide the ability to drill down and navigate to detailed information when

needed Fast response time Information needs to be available via mobile device Allow for search and exploration

Executive



Crystal

Reports for

Enterprise

Web


Analysis,

Edition for

Microsoft

Office

Analysis,

edition for

OLAP


Highly Aggregated information

Strong data visualization

Drill Down / Navigate to detailed information

Mobile Reporting

Search & Exploration

This BI clients are not suitable for the intended audience.



Highly Aggregated Information – SBOP Dashboards , SBOP Explorer, and Design Studio are capable presenting highly aggregated

information Strong Data Visualizations

– SBOP Dashboards , SBOP Explorer, and Design Studio are offering strong visualization capabilities Drill Down & Navigate to detailed information

– SBOP Dashboards allows to navigate to other BI clients and outside the dashboard to receive further detailed information, as well as navigate to details in the dashboard.

– SBOP Explorer allows to see all the detailed information in a single view but has no capability to navigate outside to receive further details

– SAP BusinessObjects Design Studio allows you define a drill down path as part of the dashboard or BI application

Providing mobile access to the information – SAP BusinessObjects Explorer is available for the iPhone / iPad – SAP BusinessObjects Dashboards is available on Flash enabled mobile devices – SAP BusinessObjects Design Studio is delivering a HTML5 output



Summary

Based on the combination of requirements from the Executive team the recommendation would be to use – SAP BusinessObjects Design Studio – SAP BusinessObjects Explorer – SAP BusinessObjects Explorer for mobile devices

In addition consider SAP NetWeaver BWA or SAP HANA for performance improvements


Selecting the Right SAP BusinessObjects BI Client Different Needs Require Different Experience

Phases

Sel

ectin

g th

e R

ight

S

AP

Bus

ines

sObj

ects

BI C

lient

Auditing

Use SAP BusinessObjects Auditing to track the BI activity

Use SAP NetWeaver BW statistics to track the activity on BW

Leverage the information in combination with the IT and BW team for performance improvements

Use Case

What are the business requirements ?

What is the audience doing with the information ? How are they doing this today ?

How is your audience using the software right now ?

Create a use case on department level, don’t try to make one use case for all your requirements

Audience

Who is your audience?

What are the skills of your audience ?

How is your audience using the software right now ?

Remember, a business analyst in sales might be different to a business analyst in finance


Your BI Strategy should start with the business requirements, not with the DWH.

Key Points to Take Home

Start by defining your requirements and your desired outcome.

Focus on the business pain points by area. One use case after the other – not all in once

Understand your audience. Let them describe their workflow. Listen !

Remember – Your BI Strategy starts with the business requirements.. Not with the DWH

Thank You!

Contact information: Ingo Hilgefort ([email protected]) Twitter: ihilgefort Blog: www.mastering-sap-and-businessobjects.com

Appendix


Middle Management

Goals

Review and analyze regional/departmental goals and KPIs and share findings with upper management.

Analyze information to measure the progress toward set goals and KPIs.

Fulfill executive level requests for information as simply as possible.

Tasks

Jointly set goals and targets on a department / line of business level and continuously monitor and review those goals and targets.

Regularly analyze operational reports and prepare analytical summaries for upper management.

Leverage prebuilt reports to further analyze the detailed information.

If needed, leverage the tools to further analyze the information and to measure the current against the agreed-upon goals.

Selecting the Right SAP BusinessObjects BI Client

Goals and Tasks – Middle Management


Executive

Goals

Analyze overall companywide operational metrics and ensure that agreed-upon targets are met.

Oversee cross department / line of business performance and evaluate different scenarios for planning and forecasting purposes.

Leverage the information for analyzing, monitoring, and planning purposes to continuously improve company performance.

Combine the analytics with company strategies and goals and integrate these strategies and goals into each employee’s workflow and goals

Tasks

Review companywide metrics (including past, actual, and forecasted values), make informed decisions, and take necessary actions.

Set goals and targets for middle management and link them back to companywide goals and metrics. Continuously monitor and review those goals and targets.

Regularly review operational KPIs and look for opportunities to improve operations and profit.


Goals and Tasks – Executive



Goals

Review regular sales reports and monitor individual accounts and sales status.

Review regular account statements to control customer invoices and vendor accounts.

Review actual operational measures against goals.

Fulfill management requests for information as simply as possible.

Tasks

Find a prepared report, view the information, and print or export the information.

Receive and review alerts from prepared reports and analytics.

Schedule prebuilt reports and review the resulting information.

Use predefined navigation steps and alerts to receive needed information.

If required, provide information to the IT department for additional reports and analytics based on the needed information


Goals and Tasks – Information Consumer


Business Analyst

Goals

Analyze KPIs to find areas for improvement.

Create deeper analysis to find details about anomalies.

Leverage actual data and historical data to create detailed planning scenarios to enable more realistic forecasting and planning of future company key goals.

Leverage the data and tools to provide answers ad-hoc to the management and leadership team so that decisions are based on solid information.

Tasks

Review prepared reports for KPIs and analyze the prepared data for anomalies.

Edit existing reports and, if required, create new reports and analytics on the fly to answer related business questions.

Share analysis and results with a larger audience and the management/leadership team.

Act as the go-to person for the management/leadership team by providing required analysis for informed decisions.


Goals and Tasks – Business Analyst

Documents

SAP BusinessObjects 4.0 - Selecting the Right BI Tooldocshare01.docshare.tips/files/19199/191990233.pdfPreview: SAP BusinessObjects Design Studio (ZEN) Analytical & Planning Applications