Teaching Business Intelligence

Teaching Business Intelligence

Paul HawkingVictoria University

2

Why BI?

3

Why

Not

BI?

Motivation

Tools

Resources

4

CorporatePerformanceManagement

How is my company performing?

BI Competency

Centre

How do I implement BI best practices across the enterprise?

Data Quality

What are the best practices to ensure data quality?

Architecture Extraction Transformation

Loading

Query Development

Performance

What objects do I need to create in my BI environment?

How do I load and integrate data from different source systems?

How do I build efficient queries?

How can I improve the performance of my BI environment?

Mobile BI

How can I make my BI mobile?

Implementation

How to best implement BI in my company.

5

6

Strategy and Business Processes

7

Business Process Elements

Organisational Units

Sales Area

Distribution Channel

Transactions

Sales Order Creation

Goods Issue

Data

Master Data

Customer

Material

Transactional Data

Sales Quantity

Sales Price

Process Indicator

8

9

Strategic Success – Tetra Pak

Tools

People

Process

Performance

10

11

The Result: Workers Lose Productivity from Inadequate Information Access

Source: Economist, ‘Enterprise Knowledge Workers Study; November, 2007

54%Lose Productivity

Other effects:

47% Make Flawed Decisions

45% Lose Competitive Agility

12

Growing Importance of Business Intelligence

13

Top 10 Business and Technology Priorities in 2010

Ranking Top 10 Technology Priorities Ranking 2008

1 Virtualization 3

2 Cloud computing

3 Web 2.0

4 Networking, voice and data communications

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5 Business Intelligence 1

6 Mobile technologies

7 Data/document management and storage

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8 Service-oriented applications and architecture

10

9 Security technologies 5

10 IT management

Source: Gartner EXP (January 2010)

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Business Intelligence Process

15

Information Systems To Support Decision Making

16

SAP Business Objects Business Intelligence

17

Business Intelligence Platform

18

Business Drivers and Target Groups

19

Business Drivers and Target GroupsReporting Tools for Different User Groups

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21

Crystal Reports

Proven standard for report design

Used by more than over 500 major software vendors

Sophisticated report formatting

Pixel perfect reports

Create multi-page

Multi-query

Templates and wizards to speed

up report creation

Secure, large scale distribution of

reports

Connectivity to any data source

22

SAP Crystal Reports Access

http://www.sap.com/solutions/sapbusinessobjects/sme/freetrials/index.epx

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SAP Crystal Report Resources

Crystal Reports 2011 http://www.sdn.sap.com/irj/scn/crystal-reports-elearning?refer=main

Crystal Reports Enterprise http://www.sdn.sap.com/irj/scn/crystal-reports-enterprise-elearning?refer=main

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SAP Business Objects Dashboard (formerly xcelsius)

Personalised Flash based dashboards

Variety of output mediums

Microsoft Office Documents

Portals

PDF

Empower business users with interactive information

Powerful “what if” analysis with slidersand other controls

Ability to drill down

Pre-built components, skins, maps, charts, gauges, and selectors

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SAP Business Objects Dashboard Design Access


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SAP Business Objects Dashboard Resources

http://www.sdn.sap.com/irj/scn/dashboards-elearning?refer=main

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Web Intelligence (Interactive Analysis)

Self service analysis and reporting

Business Users

(Limited) technical expertise (report designers),

business domain expertise

Interactive report creation

Flexible formatted reports with built-in analysis features

Built on any type of data source

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SAP Business Objects Web Intelligence Access


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SAP Business Objects Web Intelligence Resources

Web Intelligence http://www.sdn.sap.com/irj/scn/web-intelligence-elearning?refer=main

32


Analysis

(OLAP/Office)

Analysis

(OLAP/Office)

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Analysis (OLAP/Office)

Optimized for highly interactive analysis (Ad Hoc)

Explore multi-dimensional data sets

Available for Web based and Microsoft Office focused deployments

Comprehensive range of business and time calculations

Visualization options

Exception highlighting

Ability to drill down into details (Web Intelligence or Crystal Reports)

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SAP Business Objects Analysis Resources

http://www.sdn.sap.com/irj/boc/analysis-office-elearning?refer=product-help

35


Analysis

(OLAP/Office)

Analysis

(OLAP/Office)

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Business Objects Explorer

Search and navigation tool for casual users to access business data

Ability to search, explore and visualise large data volumes via Business Warehouse Accelerator (BWA)

Guided analysis and smart visualisations

Limited training required

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SAP Business Objects BI On Demand Resources

http://www.sdn.sap.com/irj/boc/ondemand

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Teaching Approaches

告诉我，我会忘记

展示给我，我会记住

涉及到我，我会了解

Interaction

Tell me, I’ll forgetShow me, I’ll remember

Involve me, I’ll understand

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Business Intelligence Knowdules

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SAP Business Intelligence Tools and Tutorials

Tool University Curriculum

SAP Tutorials Free trial

SAP Business Information Warehouse

Technical Business

Crystal Reports

Web Intelligence(Interactive Analysis)

Interactive Analysis


(included in BI On Demand)

Analysis Office

Analysis OLAP

Dashboard Design

BI On Demand

41

SAP Community NetworkLeadership in Social Innovation, Social Commerce and Social Intelligence

> 2.3 million members strong

> 200 countries and territories

~ 20,000 new members / monthMembers

~ 1.1 million unique visitors / month

> 4 million visits @ 20 million pages / month Traffic

> 200,000 have contributed (ever)

> 99,000 last year w/ 2,000 top contributors

~ 6,000 bloggers … 100+ SAP Mentors … Contributors

~ 4,000 posts / day in 350+ forums

~ 2 million topic threads @ 7M messages

~ 2 million monthly newsletter impressions Momentum

~ 700+ SAP ecosystem solutions

Thousands of demos and trials delivered

Serving >200 countries @ all industriesImpact

“SAP Community Network may be the most extensive use to date of social media by a corporation.”

Leveraging the Talent-Driven Organization The Aspen Institute - 2010

42

BI Community Content – Open to PublicKeycode for 3-month validity (Crystal Reports and Dashboards)

43

Steps to access UA-members only content

1.Log on to www.uac.sap.com with user ID and password

2.On UAC landing page, click this on top right-hand corner :

1. Select “Business Intelligence” section under UA Library (left-hand bar)

2. Scroll down to “UA Business Intelligence Curricula”. All BI-related content are available here.

3. Additional Resourceso Check out “Recent BI documents” for additional teaching materials d by other professors

o Participate in “BI discussion forum” or post your own questions to start communicating with others in the community

UA Program Members Access

UA Library Reserve Desk

44

BI Curricula for UA Members only

45

SAP Crystal Reports & SAP Integration Kit https://cw.sdn.sap.com/cw/docs/DOC-116115

Step 2: Download softwares with 6-month validity keycode

Step 1: Download slides, case studies and xls files for exercises

46

SAP Crystal Dashboard Design


Step 2: Download software with 6-month validity keycode

47

SAP Crystal Dashboard Design -Complete Standalone Kit without going to UCC

Lecture Slides & teaching notes

Data sources for exercises

TABLE 1: Sales by Quarter/Region2007 Q1 Q2 Q3 Q4 Total

Australia 4,823,030 € 26,672,050 € 13,070,153 € 4,477,964 € 49,043,197 €Germany 3,948,918 € 21,601,138 € 10,849,747 € 3,507,232 € 39,907,036 €USA 3,933,317 € 20,568,601 € 10,063,104 € 3,212,198 € 37,777,221 €Total in Thousand EUR 12,705,265 € 68,841,789 € 33,983,004 € 11,197,395 € 126,727,453 €

TABLE 2: Current Year/Prior Year Comparison by Region2006 2007

Australia 40,497,757 € 49,043,197 €Germany 34,035,110 € 39,907,036 €USA 34,945,870 € 37,777,221 €

TABLE 3: Share per Model2007 City bike Kids bike Mountain bike Race bike Trecking bike Total

Revenue 21,546,573 € 5,205,553 € 42,732,466 € 39,803,064 € 17,439,796 € 126,727,453 €Pieces Sold 28783 28237 28526 28940 28864 143350Input Area for selector

TABLE 4: KPIs 2007 Total (plain value) Total (reference)

Market Share 40% 40%Profit Margin 28% 28%

Status barMap Status (B4)

Sales Organizations WorldwideContinent Region Code Gross Sales in TEUR Pieces Sold Sales OrganizationWorldwide North America 37,778 43273 USAWorldwide Europe 39,907 47634 GermanyWorldwide Australia 49,043 52443 AustraliaNorth America Illinois 12,200 13738 Illinois Bikes and MotoshopNorth America Oklahoma 9,250 10665 Oklahome Bikes and MotoshopNorth America California 16,328 18870 San Francisco Bike- and MotoshopEurope Berlin 13,377 15937 Bikes and Motorcycles Studio BerlinEurope Sachsen-Anhalt 10,631 12696 Bikes and Motorbikes Studio MagdeburgEurope Bayern 15,899 19001 Bikes and Motorbikes Studio MunichAustralia Queensland 19,682 21083 Brisbane Bikes and MotoshopAustralia Victoria 15,520 16578 Melbourne Bikes- and MotoshopAustralia New South Wales 13,841 14782 Sidney Moto- and Bike Store

Region Code Gross Sales Pieces Sold Sales OrganizationMap Results: Sachsen-Anhalt 656,565 777777 Bikes and Motorbikes Studio Magdeburg

Original Values Adjustments Adjusted Values

2007All amounts in thousand EUR

Gross Sales Discount Net Sales

Cost of product sold

Profit Margin

Gross Sales in %

Discount in % Cost in % Gross Sales Discount

Net Sales


Profit Margin

Profit Margin in %

Germany Wholesale 19,234 € 1,923 € 17,311 € 13,681 € 3,630 € 100% 10% 100%Germany Internet 20,673 € 1,447 € 19,226 € 13,870 € 5,355 € 100% 3% 100%USA Wholesale 18,239 € 1,824 € 16,415 € 12,459 € 3,956 € 100% 10% 100%USA Internet 19,538 € 1,368 € 18,170 € 12,591 € 5,579 € 100% 3% 100%AUS Wholesale 23,610 € 2,361 € 21,249 € 15,184 € 6,065 € 100% 10% 100%AUS Internet 25,433 € 1,780 € 23,653 € 15,434 € 8,219 € 100% 3% 100%

Target Area (Selected Record)Maximum Values

Case studies/exercises

48

SAP BusinessObjects Web Intelligence & Universe Design https://cw.sdn.sap.com/cw/docs/DOC-51386

49

SAP Business Objects Explorerhttps://cw.sdn.sap.com/cw/docs/DOC-124419

50

SAP Business Objects Explorer

Lecture slides teaching notes Exercises plus data source Case study based on GBI

Calendar YearDiscount (Bike Comp Formatted Value Net Sales (Bike Comp Formatted ValueDiscount (Bike CompNet Sales (Bike Comp2006 $ 30.557,21 $ 329.936,75 30557.21 329936.752006 $ 38.259,43 $ 413.159,72 38259.43 413159.722006 $ 46.777,29 $ 508.928,73 46777.29 508928.732006 $ 33.548,44 $ 364.454,15 33548.44 364454.152006 $ 24.523,93 $ 264.145,08 24523.93 264145.082006 $ 39.670,02 $ 427.416,33 39670.02 427416.332006 $ 22.618,16 $ 242.367,83 22618.16 242367.832006 $ 29.656,37 $ 323.908,31 29656.37 323908.312006 $ 37.226,29 $ 403.370,84 37226.29 403370.842007 $ 33.109,28 $ 361.930,66 33109.28 361930.662007 $ 38.696,08 $ 418.796,36 38696.08 418796.362007 $ 49.369,66 $ 528.210,36 49369.66 528210.362007 $ 35.998,87 $ 391.318,47 35998.87 391318.472007 $ 27.447,56 $ 294.279,56 27447.56 294279.562007 $ 37.426,30 $ 407.557,51 37426.30 407557.512007 $ 21.813,79 $ 237.402,18 21813.79 237402.182007 $ 30.846,56 $ 332.485,48 30846.56 332485.482007 $ 43.232,74 $ 459.129,37 43232.74 459129.372006 $ 45.426,82 $ 487.865,46 45426.82 487865.462006 $ 58.129,18 $ 622.109,96 58129.18 622109.962006 $ 71.875,56 $ 780.331,45 71875.56 780331.452006 $ 52.928,43 $ 568.301,92 52928.43 568301.922006 $ 41.052,29 $ 442.270,82 41052.29 442270.822006 $ 56.048,24 $ 609.198,97 56048.24 609198.972006 $ 34.905,69 $ 379.849,04 34905.69 379849.042006 $ 46.509,70 $ 498.895,04 46509.70 498895.042006 $ 61.882,82 $ 678.794,92 61882.82 678794.922007 $ 50.727,07 $ 553.268,02 50727.07 553268.022007 $ 55.528,68 $ 598.993,45 55528.68 598993.452007 $ 73.262,11 $ 794.445,09 73262.11 794445.092007 $ 51.184,17 $ 556.001,13 51184.17 556001.132007 $ 43.206,32 $ 464.661,37 43206.32 464661.372007 $ 57.258,80 $ 622.701,47 57258.80 622701.472007 $ 33.991,75 $ 364.666,27 33991.75 364666.272007 $ 47.370,11 $ 512.991,74 47370.11 512991.742007 $ 62.889,43 $ 683.075,73 62889.43 683075.732006 $ 64.865,75 $ 699.870,24 64865.75 699870.242006 $ 75.264,48 $ 815.109,01 75264.48 815109.012006 $ 96.438,22 $ 1.034.366,07 96438.22 1034366.072006 $ 63.632,33 $ 691.658,71 63632.33 691658.712006 $ 55.261,25 $ 598.858,55 55261.25 598858.552006 $ 82.811,38 $ 898.118,57 82811.38 898118.572006 $ 47.239,67 $ 510.234,32 47239.67 510234.322006 $ 59.227,55 $ 639.730,63 59227.55 639730.632006 $ 89.162,99 $ 967.687,70 89162.99 967687.702007 $ 68.367,86 $ 743.552,19 68367.86 743552.192007 $ 79.217,14 $ 865.561,34 79217.14 865561.342007 $ 101.818,53 $ 1.103.936,36 101818.53 1103936.362007 $ 69.424,55 $ 763.184,96 69424.55 763184.96

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52

A journey of 1,000 miles starts with 1 step.

53

SAP BI Timo Elliot

http://www.youtube.com/watch?v=0XFhP_zYJmM

http://www.youtube.com/watch?v=hRKP6wD6ZNQ&feature=related

http://www.youtube.com/watch?v=uTKJrtaikdk&feature=related

http://www.youtube.com/watch?v=JWxhbJIPP-A&feature=related

http://www.youtube.com/watch?v=M2BUv31zEOQ&feature=related

http://www.youtube.com/watch?v=CEKbvzfFXz4&feature=related

54

SAP Community NetworkLeadership in Social Innovation, Social Commerce and Social Intelligence

> 2.3 million members strong

> 200 countries and territories

~ 20,000 new members / monthMembers

~ 1.1 million unique visitors / month

> 4 million visits @ 20 million pages / month Traffic

> 200,000 have contributed (ever)

> 99,000 last year w/ 2,000 top contributors

~ 6,000 bloggers … 100+ SAP Mentors … Contributors

~ 4,000 posts / day in 350+ forums

~ 2 million topic threads @ 7M messages

~ 2 million monthly newsletter impressions Momentum

~ 700+ SAP ecosystem solutions

Thousands of demos and trials delivered

Serving >200 countries @ all industriesImpact

“SAP Community Network may be the most extensive use to date of social media by a corporation.”

Leveraging the Talent-Driven Organization The Aspen Institute - 2010

55

SAP Business Intelligence Tools and Tutorials




Technical Business

Crystal Reports

Web Intelligence Interactive Analysis


Analysis Office

Analysis OLAP

Dashboard Design

BI On Demand

56

BI Community Content – Open to PublicKeycode for 3-month validity (Crystal Reports and Dashboards)

57

Steps to access UA-members only content

1.Log on to www.uac.sap.com with user ID and password

2.On UAC landing page, click this on top right-hand corner :

1. Select “Business Intelligence” section under UA Library (left-hand bar)

2. Scroll down to “UA Business Intelligence Curricula”. All BI-related content are available here.

3. Additional Resourceso Check out “Recent BI documents” for additional teaching materials d by other professors

o Participate in “BI discussion forum” or post your own questions to start communicating with others in the community

UA Program Members Access

UA Library Reserve Desk

58

BI Curricula for UA Members only

59

SAP Crystal Reports & SAP Integration Kit https://cw.sdn.sap.com/cw/docs/DOC-116115

Step 2: Download softwares with 6-month validity keycode


60

SAP Crystal Dashboard Design


Step 2: Download software with 6-month validity keycode

61

SAP Crystal Dashboard Design -Complete Standalone Kit without going to UCC

Lecture Slides & teaching notes

Data sources for exercises

TABLE 1: Sales by Quarter/Region2007 Q1 Q2 Q3 Q4 Total

Australia 4,823,030 € 26,672,050 € 13,070,153 € 4,477,964 € 49,043,197 €Germany 3,948,918 € 21,601,138 € 10,849,747 € 3,507,232 € 39,907,036 €USA 3,933,317 € 20,568,601 € 10,063,104 € 3,212,198 € 37,777,221 €Total in Thousand EUR 12,705,265 € 68,841,789 € 33,983,004 € 11,197,395 € 126,727,453 €

TABLE 2: Current Year/Prior Year Comparison by Region2006 2007

Australia 40,497,757 € 49,043,197 €Germany 34,035,110 € 39,907,036 €USA 34,945,870 € 37,777,221 €

TABLE 3: Share per Model2007 City bike Kids bike Mountain bike Race bike Trecking bike Total

Revenue 21,546,573 € 5,205,553 € 42,732,466 € 39,803,064 € 17,439,796 € 126,727,453 €Pieces Sold 28783 28237 28526 28940 28864 143350Input Area for selector

TABLE 4: KPIs 2007 Total (plain value) Total (reference)

Market Share 40% 40%Profit Margin 28% 28%

Status barMap Status (B4)

Sales Organizations WorldwideContinent Region Code Gross Sales in TEUR Pieces Sold Sales OrganizationWorldwide North America 37,778 43273 USAWorldwide Europe 39,907 47634 GermanyWorldwide Australia 49,043 52443 AustraliaNorth America Illinois 12,200 13738 Illinois Bikes and MotoshopNorth America Oklahoma 9,250 10665 Oklahome Bikes and MotoshopNorth America California 16,328 18870 San Francisco Bike- and MotoshopEurope Berlin 13,377 15937 Bikes and Motorcycles Studio BerlinEurope Sachsen-Anhalt 10,631 12696 Bikes and Motorbikes Studio MagdeburgEurope Bayern 15,899 19001 Bikes and Motorbikes Studio MunichAustralia Queensland 19,682 21083 Brisbane Bikes and MotoshopAustralia Victoria 15,520 16578 Melbourne Bikes- and MotoshopAustralia New South Wales 13,841 14782 Sidney Moto- and Bike Store

Region Code Gross Sales Pieces Sold Sales OrganizationMap Results: Sachsen-Anhalt 656,565 777777 Bikes and Motorbikes Studio Magdeburg

Original Values Adjustments Adjusted Values

2007All amounts in thousand EUR

Gross Sales Discount Net Sales


Profit Margin

Gross Sales in %

Discount in % Cost in % Gross Sales Discount

Net Sales


Profit Margin

Profit Margin in %

Germany Wholesale 19,234 € 1,923 € 17,311 € 13,681 € 3,630 € 100% 10% 100%Germany Internet 20,673 € 1,447 € 19,226 € 13,870 € 5,355 € 100% 3% 100%USA Wholesale 18,239 € 1,824 € 16,415 € 12,459 € 3,956 € 100% 10% 100%USA Internet 19,538 € 1,368 € 18,170 € 12,591 € 5,579 € 100% 3% 100%AUS Wholesale 23,610 € 2,361 € 21,249 € 15,184 € 6,065 € 100% 10% 100%AUS Internet 25,433 € 1,780 € 23,653 € 15,434 € 8,219 € 100% 3% 100%

Target Area (Selected Record)Maximum Values

Case studies/exercises

62

SAP BusinessObjects Web Intelligence & Universe Design https://cw.sdn.sap.com/cw/docs/DOC-51386

63

SAP Business Objects Explorerhttps://cw.sdn.sap.com/cw/docs/DOC-124419

64

SAP Business Objects Explorer

Lecture slides teaching notes Exercises plus data source Case study based on GBI

Calendar YearDiscount (Bike Comp Formatted Value Net Sales (Bike Comp Formatted ValueDiscount (Bike CompNet Sales (Bike Comp2006 $ 30.557,21 $ 329.936,75 30557.21 329936.752006 $ 38.259,43 $ 413.159,72 38259.43 413159.722006 $ 46.777,29 $ 508.928,73 46777.29 508928.732006 $ 33.548,44 $ 364.454,15 33548.44 364454.152006 $ 24.523,93 $ 264.145,08 24523.93 264145.082006 $ 39.670,02 $ 427.416,33 39670.02 427416.332006 $ 22.618,16 $ 242.367,83 22618.16 242367.832006 $ 29.656,37 $ 323.908,31 29656.37 323908.312006 $ 37.226,29 $ 403.370,84 37226.29 403370.842007 $ 33.109,28 $ 361.930,66 33109.28 361930.662007 $ 38.696,08 $ 418.796,36 38696.08 418796.362007 $ 49.369,66 $ 528.210,36 49369.66 528210.362007 $ 35.998,87 $ 391.318,47 35998.87 391318.472007 $ 27.447,56 $ 294.279,56 27447.56 294279.562007 $ 37.426,30 $ 407.557,51 37426.30 407557.512007 $ 21.813,79 $ 237.402,18 21813.79 237402.182007 $ 30.846,56 $ 332.485,48 30846.56 332485.482007 $ 43.232,74 $ 459.129,37 43232.74 459129.372006 $ 45.426,82 $ 487.865,46 45426.82 487865.462006 $ 58.129,18 $ 622.109,96 58129.18 622109.962006 $ 71.875,56 $ 780.331,45 71875.56 780331.452006 $ 52.928,43 $ 568.301,92 52928.43 568301.922006 $ 41.052,29 $ 442.270,82 41052.29 442270.822006 $ 56.048,24 $ 609.198,97 56048.24 609198.972006 $ 34.905,69 $ 379.849,04 34905.69 379849.042006 $ 46.509,70 $ 498.895,04 46509.70 498895.042006 $ 61.882,82 $ 678.794,92 61882.82 678794.922007 $ 50.727,07 $ 553.268,02 50727.07 553268.022007 $ 55.528,68 $ 598.993,45 55528.68 598993.452007 $ 73.262,11 $ 794.445,09 73262.11 794445.092007 $ 51.184,17 $ 556.001,13 51184.17 556001.132007 $ 43.206,32 $ 464.661,37 43206.32 464661.372007 $ 57.258,80 $ 622.701,47 57258.80 622701.472007 $ 33.991,75 $ 364.666,27 33991.75 364666.272007 $ 47.370,11 $ 512.991,74 47370.11 512991.742007 $ 62.889,43 $ 683.075,73 62889.43 683075.732006 $ 64.865,75 $ 699.870,24 64865.75 699870.242006 $ 75.264,48 $ 815.109,01 75264.48 815109.012006 $ 96.438,22 $ 1.034.366,07 96438.22 1034366.072006 $ 63.632,33 $ 691.658,71 63632.33 691658.712006 $ 55.261,25 $ 598.858,55 55261.25 598858.552006 $ 82.811,38 $ 898.118,57 82811.38 898118.572006 $ 47.239,67 $ 510.234,32 47239.67 510234.322006 $ 59.227,55 $ 639.730,63 59227.55 639730.632006 $ 89.162,99 $ 967.687,70 89162.99 967687.702007 $ 68.367,86 $ 743.552,19 68367.86 743552.192007 $ 79.217,14 $ 865.561,34 79217.14 865561.342007 $ 101.818,53 $ 1.103.936,36 101818.53 1103936.362007 $ 69.424,55 $ 763.184,96 69424.55 763184.96

65

SAP Business Tools and Tutorials




Technical Business

Crystal Reports

Web Intelligence Interactive Analysis


Analysis Office

Analysis OLAP

Dashboard Design

BI On Demand

66

http://www.sdn.sap.com/irj/boc/bi-suite-tutorials

67

68

Paul HawkingSAP Academic Programs DirectorSchool of Management and Information systemsTelephone: +61-3-99194031Mobile: +61-419301628Email [email protected]