Setup Guide for Business Process Operations Dashboards SAP Solution Manager 7.1. SAP AG August, 2011

Transcription

1 Setup Guide for Business Process Operations Dashboards SAP Solution Manager 7.1 SAP AG August, 2011

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 AG. All rights reserved. 2

3 BPO Dashboards in SAP Solution Manager 7.1 Introduction & Prerequisites BPO Dashboards can provide an overview of a specific business topic such as a business process or a business area Visual display of analytical key figures All information needed by the end user at a glance on a single screen Prerequisites for BPO Dashboards Solution Manager 7.0 SP26 or Solution Manager 7.1 SP1 or higher (Solution Manager 7.1 is still in RampUp) You have set up business process analytics according to SAP Note For Solution Manager 7.0: Implement SAP Note For Solution Manager 7.1: Implement SAP Note Activate HTTP services in transaction SICF 2011 SAP AG. All rights reserved. 3

4 Display of BPO Dashboard Example 1 Trend chart: shows a daily trend for Outbound deliveries created within the last month per shipping point Bar chart: shows the actual number of Overdue outbound deliveries per shipping point In the drop down list you find all dashboards that you are authorized for. Chose the one that you want to display. Pie chart: shows the actual Deliveries with overdue invoices per shipping point Trend chart: shows a daily trend for Overdue outbound deliveries per shipping point 2011 SAP AG. All rights reserved. 4

5 Display of BPO Dashboard Example 2 Static rating table: shows a rating for the Overdue outbound deliveries per shipping point Dynamic rating table: shows a rating for the Outbound deliveries created per shipping point Bar chart: shows the Top 5 shipping points with the most Overdue outbound deliveries Stacked column chart: shows the Outbound deliveries created per day and per shipping point 2011 SAP AG. All rights reserved. 5

6 BPO Dashboards in SAP Solution Manager 7.1 Overview Landscape Dashboard setup application to setup and maintain Connector instances Analytical key figure instances Panels Dashboards Roles There are 2 main roles involved Dashboard administrator who sets up the dashboards Dashboard end user who requests & displays the Dashboards Dashboard: Role-based display of a set of panels Panel: Graphical display of one or more analytical key figures 2011 SAP AG. All rights reserved. 6

7 BPO Dashboards in SAP Solution Manager 7.1 Overview Where to find the BPO Dashboards in SAP Solution Manager Navigate to the Business Process Operations Workcenter Common Tasks Manage BPO Dashboards: this is the point of entry for the dashboard administrator to setup dashboards Display My BPO Dashboards: this is the point of entry for the dashboard end user to display dashboards Opens the setup application for BPO Dashboards in a new browser window Opens the display application for BPO Dashboards in a new browser window 2011 SAP AG. All rights reserved. 7

8 Activate HTTP Services in Transaction SICF 1. Go to transaction SICF (transaction is client independent) 2. Enter Hierarchy type SERVICE 5. Click the context menu of the mentioned services and choose Activate Service 3. Press Execute 4. On the next screen (in the left navigation tree), follow the path default_host/sap/bc/webdynpro/sap/ and find the services starting with ags_ri* 2011 SAP AG. All rights reserved. 8

9 Setup of BPO Dashboards Overview Setup Dashboards: Maintain dashboard title Define the Dashboard layout and assign panel to the dashboard Setup application for BPO Dashboards You have to perform 4 main steps 1. Create Connector Instance 2. Set up Analytical Keyfigure Instances (AKFIs) 3. Set up Panels 4. Set up Dashboards Assign user groups Maintain Connector Instances: Define data sources Setup Analytics Key Figure Instances: Chose the analytical key figure and the characteristics that you want to dispay Define filter criteria Setup Panels: Chose a chart type Enter labels for the chart 2011 SAP AG. All rights reserved. 9

10 Create Connector Instance

11 Maintain Connector Instances What is a Connector and a Connector Instance? The BPO dashboards can be connected to various data sources such as DB tables, BW info cubes or Diagnostics cubes. To make this data available in the BPO dashboards you need connectors. The task of a connector is to transform a specific data format that is used in the source system into a generic data format that can be used in the SAP Solution Manager. These 3 connectors are available: BPM Alerts Cube connector BPM Alerts Table connector BPM Analytics Cube connector In the Data Source Manager you specify which data from which systems you want to display in the BPO dashboards. Accordingly you select one of the 3 connectors as template for your connector instance (variant of a connector) SAP AG. All rights reserved. 11

12 Set up Session BPO Dashboards Enter Manage BPO Dashboards via BPO Workcenter 1. Choose Business Process Operations Workcenter 2. Navigate to Manage BPO Dashboards 2011 SAP AG. All rights reserved. 12

13 Set up Session BPO Dashboards Maintain Connector Instances 1. Navigate to Maintain Connector Instances 2011 SAP AG. All rights reserved. 13

14 Create Connector Instance for Analytics Cube (1) 1. Select Connector for Analytics Cube 2. Go to Change Mode 2011 SAP AG. All rights reserved. 14

15 Create Connector Instance for Analytics Cube (2) 1. Press Add 2. Enter a name 3. Maintain the RFC destination to a remote Solution Manager system or leave the field empty if you want to use the local Solution Manager system 6. Press Add 4. Enter name of Solution Manger 5. Maintain managed systems if you want to restrict data to certain systems 2011 SAP AG. All rights reserved. 15

16 Create AKF Repository 1. Press Save 3. Press Create AKF Repository 2. Mark your Connector Instance The details of the newly created connector instance are displayed 4. Check message on top of screen 2011 SAP AG. All rights reserved. 16

17 Set up Analytical Keyfigure Instances

18 Set up Analytical Keyfigure Instances What is an Analytical Keyfigure and an Analytical Keyfigure instance? Based on the configured connector instance, various analytical key figures are provided. The main types of key figures are backlog key figures: e.g. overdue outbound deliveries throughput key figures: e.g. outbound deliveries created Each key figure has several characteristics such as plant, shipping point, delivery type, sales org, etc. and time related characteristics (calendar day, calendar week, calendar month, calendar year). Analytical key figures can be configured and saved as analytical key figure instances (variants of analytical key figures). An analytical key figure instance can be reused in several panels SAP AG. All rights reserved. 18

19 Add Analytical Keyfigure Instance Deliveries with overdue invoices 1. Select Tab Setup Analytical Keyfigure Instance 2. Press Add Remark: Refresh the browser window before you start with creating new analytical key figure instances when you have just created or changed a Connector instance so that those cahnges can take effect SAP AG. All rights reserved. 19

20 Set up Analytical Keyfigure Instance Deliveries with overdue invoices 4. Press Select Connector Instance Enter name a and description Select Sales Org as category and Delivery Billing Type Type for drilldown for drilldown 2. Select AKF Deliveries with overdue invoices 5. Select EGI Improvement 6. Press OK 2011 SAP AG. All rights reserved. 20

21 Set up Analytical Keyfigure Instances Add Filter Element Solution ID 2. Use F4 Help and Select Sol. Monitoring ID 1. Press Add Filter Element 4. Press Add 3. Use F4 Help and Search for Solution EGI Business Process Improvement Pilot 5. Press OK 2011 SAP AG. All rights reserved. 21

22 Set up Analytical Keyfigure Instances Add Filter Element Sales Organization 6. Press Save 2. Use F4 Help and Select Sales Org. 3. Select Filter Type Filter for Top N Characteristic Values 1. Press Add Filter Element 5. Press OK 4. Enter SAP AG. All rights reserved. 22

23 Add Analytical Keyfigure Instance Sales Invoices not posted to FI 1. Select Tab Setup Analytical Keyfigure Instance 2. Press Add 2011 SAP AG. All rights reserved. 23

24 Set up Analytical Keyfigure Instance Sales Invoices not posted to FI 4. Press Select Connector Instance Enter name a and description Select Sales Org Calendar as category Day and as category Billing and Type for Billing drilldown cat. for drilldown 5. Select EGI Improvement 2. Select AKF Sales Invoices not posted to FI 6. Press OK 2011 SAP AG. All rights reserved. 24

25 Set up Analytical Keyfigure Instances Add Filter Elements Solution ID, Billing Type, and Calendar Week 1. Press Add Filter Element Set a Regular Filter on Solution I EQ EGI Business Process Improvement Pilot Set Top N filter on billing cat.: N = 5 4. Press Add 2. Use F4 Help and Select CALWEEK Set 3. Set a a relative filter on filter a time on a time characteristic: CALWEEK I EQ SAP AG. All rights reserved. 25

26 Set up Analytical Key figure Instances Add Filter Elements - Details 4.) Select an option EQ = Equal NE = Not equal GT = greater than LT = lower than BT = between GE = Greater or equal LE = Lower or equal 5.) & 6.) Chose a value for Low and High 7.) Press Add 8.) Press OK when you are finished ) Select a filter characteristic & press Enter 2.) Select a filter type 3.) Select a sign I = Include E = Exclude 5 (6) SAP AG. All rights reserved. 26

27 Set up Analytical Key figure Instances Maintain Relative Filters - Details Perform the following steps Example: You want to see the outbound deliveries overdue of the last 90 days including today 1.) Chose calendar day as filter characteristic 2.) Chose relative filter as filter type 3.) Chose option BT 4.) Enter a value in the Low and the High fields to define the time range (here: -90 in the Low field and 0 in the High field) SAP AG. All rights reserved. 27

28 Set up Analytical Key figure Instances Maintain Rating Thresholds for Rating Tables - Details Perform the following steps Example: You want to see the outbound deliveries overdue per shipping point with a rating for the selected shipping points 1.) Maintain shipping point as characteristic for drilldown 2.) Set a regular filter on shipping point and add all shipping points for which you want to see data 3.) Maintain rating thresholds for each selected shipping point SAP AG. All rights reserved. 28

29 Set up Panels

30 Set up Panels What is a Panel? A panel is a graphical display of one or more analytical key figure instances. A panel has a title, a chart type, data labels, and one or several analytical key figure instances assigned to it. A dashboard consists of one or more panels. One panel can be reused in several dashboards SAP AG. All rights reserved. 30

31 Create new Panel 1. Select Tab Setup Panel 2. Press Add 2011 SAP AG. All rights reserved. 31

32 Set up Panel Deliveries without invoice top 5 sales org. 6. Press Save Maintain name and description 2. Select chart type Stacked Column Chart Enter Labels for category and value axis 4. Press Add 5. Select keyfigure Deliveries with overdue invoices You can assign one or more analytical keyfigure instances to a panel 2011 SAP AG. All rights reserved. 32

33 Set up Panel Trend Invoices not posted to FI (last week) 1. Press Add 7. Press Save 2. Maintain name and description 3. Select chart type Trend Chart 5. Press Add Enter Labels for category and value axis 6. Select keyfigure Sales Invoices not posted to FI 2011 SAP AG. All rights reserved. 33

34 Set up BPO Dashboard

35 What is a BPO Dashboard? A BPO Dashboard is a visual display of one or several analytical key figures to give the end user an overview of a certain business area or a business process. A dashboard has one or more panels assigned to it and an assigned authorization group. A BPO dashboard can have various layouts. Dashboard: Role-based display of a set of panels Panel: Graphical display of one or more analytical key figures 2011 SAP AG. All rights reserved. 35

36 Create New BPO Dashboard 1. Select Tab Setup Dashboard 2. Press Add to create new dashboard 2011 SAP AG. All rights reserved. 36

37 Enter Dashboard Details 6. Press Save Maintain name and description 2. Select layout 3. Enter Authorization group 4. Press Add Select Panels Deliveries without invoices top 5 sales org. and Trend invoices not posted to FI (last week) Authorization groups for BPO Dashboards are maintained in table DSH_AUTHGROUPS in transaction SE SAP AG. All rights reserved. 37

38 Display Dashboard via BPO Work Center 1. Choose Business Process Operations Workcenter 2. Navigate to Display My BPO Dashboards 2011 SAP AG. All rights reserved. 38

39 Display BPO Dashboard Select Dashboard EGI BP Improvement Pilot 2011 SAP AG. All rights reserved. 39

40 Typical Customer Scenarios

41 BPO Dashboards Overview of typical Customer Scenarios (1/2) The following scenarios are supported by the BPO Dashboards Display of the current status Scenario 1: Backlog for Top N Example: current number of overdue outbound deliveries for the Top 5 shipping points with the most overdue outbound deliveries. Scenario 2.1: Backlog with rating for certain organizational units (e.g. plant, shipping point, sales organization) Example: current number of overdue outbound deliveries for certain shipping points with a rating for each shipping point. Scenario 2.2: Backlog for certain organizational units Example: current number of overdue outbound deliveries for certain shipping points Scenario 3.1: Throughput with rating for certain organizational units Example: rating for the number of outbound deliveries created per day and per shipping point within the last calendar month. Scenario 3.2: Throughput for certain organizational units Example: number of outbound deliveries created per day and per shipping point within the last calendar month 2011 SAP AG. All rights reserved. 41

42 BPO Dashboards Overview of typical Customer Scenarios (2/2) The following scenarios are supported by the BPO Dashboards Display of a trend analysis Scenario 4: Trend of backlog for certain organizational units Example: daily trend for the number of overdue outbound deliveries for certain shipping points within the last month Scenario 5: Trend of throughput for certain organizational units Example: daily trend for the number of outbound deliveries created for certain shipping points within the last month SAP AG. All rights reserved. 42

43 Scenario 1: Backlog for Top N Example: You want to see the current number of overdue outbound deliveries for the Top 5 shipping points with the most overdue outbound deliveries. Settings for the AKFI Set Top N filter on shipping point: N = 5 Characteristic for drilldown = shipping point Set a relative filter on a time characteristic (e.g. last week): CALWEEK I EQ -1 Settings for the panel Chart type: Bar chart Label for value axis: No. of overdue outbound deliveries 2011 SAP AG. All rights reserved. 43

44 Scenario 2.1: Backlog with Rating for certain Organizational Units Example: You want to see the current number of overdue outbound deliveries for certain shipping points with a rating for each shipping point. Settings for the AKFI Set a relative filter on a time characteristic (e.g. last week): CALWEEK I EQ -1 Define filter elements for the characteristic shipping point Select shipping point as characteristic for drilldown Maintain the rating thresholds for each shipping point Settings for the panel Chart type: static rating table 2011 SAP AG. All rights reserved. 44

45 Scenario 2.2: Backlog for certain Organizational Units Example: You want to see the current number of deliveries with overdue invoices for certain shipping points. Settings for the AKFI Set a relative filter on a time characteristic (e.g. last month): CALMONTH I EQ -1 Define filter elements for the characteristic shipping point Select shipping point as characteristic for category Settings for the panel Chart type: pie chart 2011 SAP AG. All rights reserved. 45

46 Scenario 3.1: Throughput with Rating for certain Organizational Units Example: You want to see a rating for the number of outbound deliveries created per day and shipping point within the last calendar month. Settings for the AKFI Set a relative filter on a time characteristic (e.g. last month): CALMONTH I EQ -1 Define filter elements for the characteristic shipping point Select shipping point as characteristic for drilldown Select CALDAY as characteristic for category Settings for the panel Chart type: dynamic rating table 2011 SAP AG. All rights reserved. 46

47 Scenario 3.2: Throughput for certain Organizational Units Example: You want to see the number of outbound deliveries created per day and per shipping point within the last calendar month. Settings for the AKFI Set a relative filter on a time characteristic (e.g. last month): CALMONTH I EQ -1 Define filter elements for the characteristic shipping point Select CALDAY as characteristic for category Select shipping point as characteristic for drilldown Settings for the panel Chart type: stacked column chart Label for category axis: Calendar days Label for value axis: No. of outbound deliveries created 2011 SAP AG. All rights reserved. 47

48 Scenario 4: Trend of Backlog for certain Organizational Units Example: You want to see a daily trend for the number of overdue outbound deliveries for certain shipping points within the last month. Settings for the AKFI Set a relative filter on a time characteristic (e.g. last month): CALMONTH I EQ -1 Select CALDAY as characteristic for category Select shipping point as characteristic for drilldown Define filter elements for the characteristic shipping point Settings for the panel Chart type: trend chart Label for category axis: Calendar days Label for value axis: No overdue outbound del. per shipping point 2011 SAP AG. All rights reserved. 48

49 Scenario 5: Trend of Throughput for certain Organizational Units Example: You want to see a daily trend for the number of outbound deliveries created for certain shipping points within the last month. Settings for the AKFI set a relative filter on a time characteristic (e.g. last month): CALMONTH I EQ -1 select CALDAY as characteristic for category select shipping point as characteristic for drilldown define filter elements for the characteristic shipping point Settings for the panel Chart type: trend chart Label for category axis: Calendar Day Label for value axis: No. outbound deliveries created per shipping point 2011 SAP AG. All rights reserved. 49

50 SAP Online Help For a step-by-step description of how to set up and display a dashboard please refer to the SAP Online Help: SAP Solution Manager SAP Solution Manager 7.1 SP01 Business Process Operations Business Process and Interface Monitoring Business Process Operations Dashboard 2011 SAP AG. All rights reserved. 50

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