Rego University: WEBI Reports, CA PPM (CA Clarity PPM) + Jaspersoft

www.regoconsulting.com Phone: 1-888-813-0444

Creating Advanced WEBI Reports

WEBI Reports, CA PPM (CA Clarity PPM)


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● Introduction● Hands On● Advanced Tips & Tricks● Where to go for Help● Q&A

Overview


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Introduction


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● Reporting tool (like Crystal Reports)● Included free with CA PPM● Browser-based - nothing to install● Integrates with CA PPM

What is WEBI


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● Non-technical users can create their own reports or data extracts

● Create reports more quickly than other reporting methods● Scheduling & Export options not found in other reporting

methods

Benefits of WEBI


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● All you need is a browser & access to InfoView● http://your_BO_server:8080/InfoViewApp● Access can be obtained from your BO administrator or CA

support (on-demand)● JRE v6 recommended● Rich Client (optional)

Software & Setup Required


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● Official Compatibility○ Windows 7 (or earlier)○ IE 9 (or earlier)○ JRE (Java) 6 (or earlier)

● Latest Release of BO (released with CA PPM 13.3) Also Adds:○ Windows 8○ IE 10○ JRE (Java) 7

● Alternatives○ WEBI Rich Client○ Interactive mode○ Take your chances

Compatibility


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Mini Demo


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Hands On


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Accessing Infoview


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Accessing Infoview


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Accessing Infoview


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Viewing a Report


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Viewing a Report


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Viewing a Report


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Modifying a Report


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Creating a Report


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Universes


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Universes


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Report Query


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Report Query


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Formatting the Report


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Advanced Tips & Tricks


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Crosstab with Months


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Scheduling & Email


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Scheduling & Email


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Scheduling & Email


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Scheduling & Email


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Scheduling & Email


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Scheduling & Email


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Scheduling & Email


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Scheduling & Email


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Alerters


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Alerters


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Alerters


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Alerters


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Alerters


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Alerters


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Alerters


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Input Controls & WEBI Dashboard


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● SAP Documentation○ http://help.sap.com/bowebi31/

● User Forum○ http://www.forumtopics.com/busobj/viewforum.php?f=101

● Dave’s Adventures in BI○ Pushing WEBI to its limits○ http://www.dagira.com/category/report-techniques/web-intelligence/

Where to go for Help

http://help.sap.com/bowebi31/

http://help.sap.com/bowebi31/

http://www.forumtopics.com/busobj/viewforum.php?f=101

http://www.forumtopics.com/busobj/viewforum.php?f=101

http://www.dagira.com/category/report-techniques/web-intelligence/


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Questions

Contact US888.813.0444

Email [email protected]

Web Sitewww.regoconsulting.com

Thank you.

mailto:[email protected]

http://www.regoconsulting.com/