Reporting and Analysis with

Transcription

1 Ingo Hilgefort Reporting and Analysis with SAP BusinessObjects S Galileo Press Bonn Boston

2 Introduction 13 MM'MM Kf i ClMlil^KZilifl^IillUatfdSj*. 1.1 Overview of the SAP BusinessObjects Tools Reporting-SAP Crystal Reports Dashboards and Visualization SAP BusinessObjects Dashboards Interactive Analysis SAP BusinessObjects Web Intelligence Analysis SAP BusinessObjects Analysis Data Exploration SAP BusinessObjects Explorer Other Capabilities of the SAP BusinessObjects Tools SAP BusinessObjects Bl and Microsoft Office SAP BusinessObjects Bl and Mobility Summary General Guidelines for Establishing Business Requirements Matching Business Requirements to Bl Products Financial Reporting and Analysis Requirements Sales Reporting and Analysis Requirements Human Resources (HR) Reporting and Analysis Requirements C-Level Management and Leadership Reporting and Analysis Requirements Mapping SAP BusinessObjects Bl Tools to Capabilities Mapping SAP BusinessObjects Tools to the Audience Summary Semantic Layer Technology Data Connectivity Options for SAP Systems 53 7

3 3.3 Recommendations for Semantic Layer Usage Summary 56 EJ m ^^K^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^fl 4.1 SAP Data Connectivity Assessing the Business Requirements Financial Reporting and Analysis Requirements Sales Reporting and Analysis Requirements Human Resources (HR) Reporting and Analysis Requirements C-Level Management and Leadership Reporting and Analysis Requirements Introduction to the Tool SAP Crystal Reports for Enterprise Designer Environment Data Explorer Establishing a Connection to SAP NetWeaver BW Groupings Section Expert Conditional Formatting Saving to SAP BusinessObjects Building a Report for Financial Analysis Building a Report for HR Analysis Summary SAP Data Connectivity Assessing the Business Requirements Financial Reporting and Analysis Requirements Sales Reporting and Analysis Requirements Human Resource (HR) Reporting and Analysis Requirements C-Level Management and Leadership Reporting and Analysis Requirements Introduction to the Tool Creating Your First Report 128 8

4 5.3.2 Using Filters Arranging Objects Using Breaks, Sections, and Summaries Building a Report for Sales Analysis 154 Building a Report for Financial Analysis 170 Summary 179 PPf ifflfle3hj«ijkt-i il SAP Data Connectivity 181 Assessment of Business Requirements Financial Reporting and Analysis Requirements Sales Reporting and Analysis Requirements Human Resources (HR) Reporting and Analysis Requirements C-Level Management and Leadership Reporting and 6.3 Analysis Requirements 192 Introduction to the Tool SAP BusinessObjects Dashboards Designer Overview Setting Up Your Environment Role of Microsoft Excel Common Look and Feel Creating Your First Dashboard Building a Dashboard for Sales Planning 224 Summary Using SAP BusinessObjects Analysis, Editioi Edition for Microsoft Office SAP Data Connectivity Assessing the Business Requirements Financial Reporting and Analysis Requirements Sales Reporting and Analysis Requirements Human Resources (HR) Reporting and Analysis Requirements C-Level Management and Leadership Reporting and Analysis Requirements Introduction to the Tool 259 9

5 7.4 Building a Workbook for Financial Analysis Building a Workbook for Sales Analysis Summary SAP Data Connectivity Assessing the Business Requirements Financial Reporting and Analysis Requirements Sales Reporting and Analysis Requirements Human Resources (HR) Reporting and Analysis Requirements C-Level Management and Leadership Reporting and Analysis Requirements Introduction to the Tool Building a Workbook for Financial Analysis Building a Workbook for Sales Analysis Summary 338 ^^mssssis^s^^^^^^^ms^^ms^^^^^^^^^^^^^^^kmsm^^^^^^s HflKj^Q 9.1 SAP Data Connectivity for SAP BusinessObjects Explorer Assessing the Business Requirements Financial Reporting and Analysis Requirements Sales Reporting and Analysis Requirements Human Resource (HR) Reporting and Analysis Requirements C-Level Management and Leadership Reporting and Analysis Requirements Introduction to the Tool Creating an Information Space for Sales Analysis Summary 383 ^^^^^^^^^^^^^^W^^^^^^^^^^^^^^^^^^^^^^^^B^ 10.1 SAP BusinessObjects Live Office Configuration SAP BusinessObjects Bl Platform Content and Microsoft Office

6 10.3 Introduction to the Tool SAP BusinessObjects Live Office Environment Using SAP BusinessObjects Microsoft Excel Using SAP BusinessObjects Microsoft PowerPoint Using SAP BusinessObjects Microsoft Outlook Using SAP BusinessObjects SAP BusinessObjects Explorer Summary Overview Creating Content for Your First SAP BusinessObjects Bl Workspace Creating Your First Bl Workspace Summary User Authentication User Interface (Ul) Overview Folders and Categories Using Search in the Bl Launch Pad Configuring User Preferences Summary Selection of the Right Tool SAP NetWeaver BEx Query Design Relationship: BEx Query and Report Elements of an SAP NetWeaver BEx Query Using Variables in a BE Query Display Relevant Settings Data Connectivity

7 13.4 User Security Performance Considerations Known Limitations Report Design Topics Tracing and Troubleshooting Summary 489 lily H fj^c^mllo^ 14.1 SAP Crystal Reports for Enterprise SAP BusinessObjects Dashboards SAP BusinessObjects Web Intelligence SAP BusinessObjects Analysis Suite SAP BusinessObjects Explorer Semantic Layer Summary 493 The Author 495 Index