August 2014 San Antonio Texas The Power of Embedded Analytics with SAP BusinessObjects

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1 August 2014 San Antonio Texas The Power of Embedded Analytics with SAP BusinessObjects Speaker: Kevin McManus Founder, LaunchWorks

2 Learning Points Eliminate effort and delay of moving data to the cloud for reporting Users make faster decisions with access to real time data in one place ROI of One platform for many application reducing number of reporting projects and increasing adoptions rates.

3 Introduction Kevin McManus 21 Years delivering advanced BI solutions Founder of LaunchWorks Embedded Analytics & Customer Facing Portal Solution provider ASUG Central Texas SAP User Group BI Chair ASUG Strategic SIG Chair Roadmaps and Production Direction 3

4 Answering the Question of Where? Embedded Analytics is the Use of reporting and analytic capabilities in transactional business applications. These capabilities can reside outside the application, reusing the analytic infrastructure built by many enterprises, but must be easily accessible from inside the application, without forcing users to switch between systems. The integration of a business intelligence (BI) platform with the application architecture will enable users to choose where in the business process the analytics should be embedded. (Gartner 2014)

5 The Data Warehouse Institute (TDWI) BI Maturity Model Where are we? 5

6 Gartner BI Maturity Model Are we Level 5 yet? Source: Gartner (2008) 6

7 Embedded Analytics Example Google Major League Baseball Is it the 39,000,000 rows of search results what you really want? Or a Report of the most relevant information where it needs to be?!

8 Where is my return on investment? Reduce redundant effort/costs Eliminate costly one-off reporting projects Remove data duplication Reduce training costs Replace redundant tool selection with shared tool enhancement 8

9 Why BOE for Embedded Analytics? BOE is a powerful and open reporting platform for the creation of services that other web and mobile applications can tap into. BOE allows you to integrate Web Intelligence, Crystal Reports and Dashboards directly into the applications that end users need to report in without switching. BOE includes the a flexible set of SDKs needed for an Embedded Analytics platform. 9

10 Step1: Who Manages this process? Business Intelligence Competency Center (BICC) cross-functional organizational team has defined tasks, roles, responsibilities and processes supporting and promoting the effective use of Business Intelligence (BI) across an organization 10

11 Step 2: Understand Where Data Flows Common Portal ERP SFA HR / PM Ordering EIS Embedded Analytics Application BusinessObjects Platform Semantic Layer ODBC XML RDBMS Cubes DW Stored Procs 11

12 Step 3: Gather Requirements We need to login to [App #1] and access data from our [App #2] system. We do not want to constantly move data in out of the cloud for reporting. We want to show interactive dashboards and drill reports in our Customer Facing Web Portal. 12 Can I login to my HR, CRM and ERP and run the same report the same way?

13 Step 4: Create a Shared Architecture Canned Reporting Tool An application supporting reporting functionality that is integrated into other applications to support the needs of that application s unique requirements around operational and management reports Embedded Analytics Platform An application supporting a layer of business logic on top of one or more databases used for creation, organization and sharing of reports, adhoc reporting & dashboards into applications 13

14 Step 5: Transition from Canned to Embedded Canned Reporting Tool An application supporting reporting functionality that is integrated into other applications to support the needs of that application s unique requirements around operational and management reports Embedded Analytics Platform An application supporting a layer of business logic on top of one or more databases used for creation, organization and sharing of reports, adhoc reporting & dashboards into applications 14

15 Step 6: Measure ROI Project 1 Implements Shared Infrastructure (HW, OS, Network Meets Requirements for Embedded Analytics Cost: $$$ Time to Deliver: Value: Second Project Implements same platform as First Project and creates enhancements to meet additional requirements that First Project can now utilize Cost: $ Time to Deliver: Value: Third Project and onward Implements same platform as Project 1 and 2 and creates enhancements to meet additional requirements that Cost: $ Time to Deliver: Value: 15

16 Embed Reports in Tabs 16

17 Embed Reports in Menus

18 Embed Reports into Screens Web Intelligence Report

19 Report Launch: Building Blocks Shared Authorization Layer Database, Active Directory, LDAP, SSO Standardized User Interface Report Tabs, Report Lists, Report Tabs, Scheduling, Bursting Standardized User Interaction Elements Prompts, Parameters, Filters, Sorts, Column Selection Report Execution Crystal Reports, Web Intelligence, Dashboards, Analysis, etc. Output Interactive Viewer, , Distribution, Export (PDF, XLS, CSV, PPT) Authenticate & Authorize User Report List / Menu Prompts & Parameters Report Execution Report Output Interaction

20 Demo Demonstration Time for a field trip! 20

21 Report Launch Integration Share BI Content through your web applications Reports and Dashboards to external users Embed within Screens Embed within Dashboards Embed within Tabs Secure access layer above BusinessObjects Direct Portal or API Access Leverages all BusinessObjects security Full compliance auditing Full event notification

22 Report Launch: Securely Embedded Direct Authentication: o Business Objects o Active Directory o LDAP o SQL o SAP R3 SSO Authentication o SalesForce o Custom SQL Auth o From Session o From Web Service

23 Report Launch: Customizable Templates White Labeled Brandable Templates o o o Single Column Multi Column XML User Organization o o o Single Level Multi Level With/out personal folders Interaction o On Demand o Schedule o Export / Distribute o Single Window / Multi Window

24 Report Launch: Personalized Prompts Leverage existing report prompts Style sheet based prompt screens Personalized LOV queries Popup Tool tips Control Prompt Order Add/Remove Columns Save / Retrieve

25 Analytics & Auditing Allows ability to track and audit portal use at the click level Real-time tracking of defined metrics Real Time Error Alerts with full BO error message

26 Deployment Options Cloud Applications Cloud Applications Launch SDK Framework Web Applications CMC Customer Facing Applications OR Launch SDK Framework OR InfoView / Launch SDK Application BI Server Framework Launchpad Internal Web Applications JSF Component Components BusinesObjects Enterprise SDK Viewers SDK Report Application Server SDK BusinessObjects Enterprise Framework Web Intelligence Report Engine SDK BusinessObjects Enterprise Server Component

27 Simple Integration Example Embedded Tab 1 Line of code e=launch&sfdcsessionid={!$api.session_id}&sfdcurl={!$api.par tner_server_url_220} Embedded Page - 3 lines of code <apex:page > <apex:iframe src=" pname=launch&id= &refresh=y&sfdcsessionid={!$api. Session_ID}&SfdcUrl={!$Api.Partner_Server_URL_220}" scrolling="true" id="theiframe"/> </apex:page>

28 Results: Integrated Reporting

29 Results: Transparent look and feel

30 Results: Secure Network Integration Application acts as a secure web layer aka web proxy Limits unwanted external access to BOE Session / License Optimization

31 5 Features Embedded Analytics needs.. that BOE has Your BI Platform already provides 1) SSO Authentication with AD and LDAP and SAP 2) Report / User Level Usage Auditing 3) Report and Folder Security 4) Dynamic List of Values for Hierarchical and Cascading prompt support 5) Interactive Viewer that provides + Grid View + Graph View + Column and sort control + User level Filters 31

32 5 Features of Embedded Analytics..that BOE supports with SDK solutions 6) Ability to access and embed report parts + For embedding into screens 7) Single click links to View / Print / Export reports and instances 8) Session Optimization to release unused sessions 9) User Controlled Prompt Sets + Gives ability to Save, Retrieve and Share prompt / column,sort & filter selections 10) Subscriptions to bursting publications and caching 32

33 So what do I do next? Step 1: Establish a Business Intelligence Competency Center (BICC) to oversee the standards, app design, and communication Step 2: Understand data flows including local files, Data Warehouses and cloud data sources to maintain a single version of the truth Step 3: Analyze Embedded Analytics requirements through a standard set of tool selection criteria. Step 4: Create a Analytics application architecture to be shared across applications, departments and firewalls Step 5: Deliver a shared platform for Embedded Analytics services such as reporting, adhoc query, dashboards and a BI Portal Step 6: Measure the ROI of Embedded Analytics across projects. 33

34 Summary 6) ROI 5) BI Apps, Services & Portal 3) Embedded Analytics 2) Enterprise Data Flows Warehouse, Cloud, Local 34

35 Come talk to us. Embedded BI Strategies, products & solutions Embedded Analytics Software for BOE Customer Facing Portal Software Mobile and Digital Form solutions Web:

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