Introduction to SAP BusinessObjects Information Design Tool

Transcription

1 Introduction to SAP BusinessObjects Information Design Tool

2 Page 2 of 9 Copyright Copyright 2012 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Trademarks Microsoft, WINDOWS, NT, EXCEL, Word, PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM, DB2, OS/2, DB2/6000, Parallel Sysplex, MVS/ESA, RS/6000, AIX, S/390, AS/400, OS/390, and OS/400 are registered trademarks of IBM Corporation. ORACLE is a registered trademark of ORACLE Corporation. INFORMIX -OnLine for SAP and INFORMIX Dynamic ServerTM are registered trademarks of Informix Software Incorporated. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, the Citrix logo, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, MultiWin and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mysap.com Logo and mysap.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies. Disclaimer THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS.

3 Page 3 of 9 1. Create a New Project a) Open the Information Design Tool under Start > Programs > SAP BusinessObjects BI platform 4.0 > SAP BusinessObjects BI platform Client Tools > Information Design Tool. b) Choose File > New > Project. c) Type "BOUG Conference XX" for the Project Name, where XX indicates the session number. Press Finish. 2. Disable automatic detections a) On the main menu bar choose Window > Preferences. b) Select Information Design Tool > Data Foundation Editor > Detections. c) Make sure that both Detect Keys and Detect Joins are UNCHECKED. d) Press OK and close the Preferences dialog. 3. Create a subfolder in the Connections folder of the BusinessObjects Enterprise for your connections a) Connect to the BI 4.0 server to make use of the query server by clicking on the + (at the bottom) to insert a new CMS Session b) Select Insert Session. Press OK and expand the server session. c) Right-click on the Connections folder. d) Select Insert Folder. e) Name the folder BOUG Conference XX, where XX indicates the session number. 4. Create relational connections and shortcuts to a SAP NetWeaver BW InfoCube and a SQL Server 2005 database. a) Right-click on the folder you just created and select Insert Relational Connection. b) Name it SAP BW T_BO1001 and Press Next. c) Select the SAP > SAP NetWeaver BW > SAP Java Connector (JCO) and Press Next. d) In the next screen enter your credentials to access the SAP NetWeaver BW system.

4 Page 4 of 9 e) Click Test Connection to ensure you are connected to the SAP BW system. f) Select the dots button in the InfoProvider field and search for BO100 and select IT_BO1001 cube. Click Close. g) When prompted to create a shortcut, click Yes. If prompted, choose your local project. h) Right-click on your connections folder and select Insert Relational Connection. i) Name it SQL Warehouse and Press Next. j) Select Microsoft > MS SQL Server 2005 > OLE DB Drivers and press Next. k) Enter the credentials to access the SQL Server database.

5 Page 5 of 9 l) Test Connection and Press Finish. m) Right-click over the SQL Warehouse connection you just created and choose Create Relational Connection Shortcut. n) When prompted, select your local project, click OK, and then Close. 5. Create a new Data Foundation based on the two connections. a) Right-click over your local project and choose New > Data Foundation. b) Name it MSU DF and Press Next. c) Choose Multisource-enabled and Press Next. d) Since we are already connected to the BusinessObjects Enterprise, click Next. d) Select the two connections you created (SAP BW and SQL), then select Next. e) In the next screen click Advanced and make sure you UNCHECK the Automatically create tables and joins (recommended) box and then select Next. f) In the new data foundation click Finish.

6 Page 6 of 9 6. Add the appropriate tables to the data foundation. a) If it is not already open, double click on your data foundation resource in the Local Projects view to open the editor. b) In the data foundation editor click on the Connections drawer (bottom left). c) Expand the SAP BW connection and drag the following tables from the list into the data foundation editor pane on the right (Use CTRL key for multiple selections): D0MATERIAL T0MATERIAL T0SOLD_TO d) Expand the SQL connection; expand the Warehouse.dbo catalog. e) Drag and drop the following tables into the right pane: CUSTOMERCALLS dimcustomer 7. Add calculated columns to synchronize the customer keys so that they match for both data sources. a) On the Connections panel of the Data Foundation for the SQL server connection, expand dimcustomer, and select the dimcustomer.customerid column. Right click and choose Show Column Values. Notice that the CustomerID is a series of numbers. b) Close the Show Values tab. c) Now have a look at the values of the T0SOLD_TO.0SOLD_TO column from the SAP BW connection, so right click the column and choose Show Column Values. Notice that the values for 0SOLD_TO are a series of strings in the format xx, where xx is the number of the customer. d) Close the Show Values tab. e) Right click on the dimcustomer table (on the right) and select Insert Calculated Column. f) In the name of the column type CustID2SoldToID. g) In the SQL expression, write the following: Concat( ,TOSTRING(CustomerID)) h) Click the Validate button to make sure the formula is correct, then Close and click OK. i) Notice that the added column is added in the table dimcustomer. 8. Add a calculated column to match the product keys. a) On the data foundation Master schema select the CUSTOMERCALLS.ProductID column and Show Column Values. Notice that the ProductID is a series of numbers (scroll down to notice number 1 for example). b) Close the Show Values tab. c) On the data foundation Master schema select the T0MATERIAL.0MATERIAL column and Show Column Values. d) Close Show Values. e) Right click on the CUSTOMERCALLS table and select Insert Calculated Column. f) In the name of the column type ProdID2MaterialID. g) In the SQL expression, write the following: Concat( CP-00,TOSTRING(PRODUCTID)) h) Click the Validate button to make sure the formula is correct, then Close and click OK. i) Notice that the added column is added in the table CUSTOMERCALLS.

7 Page 7 of 9 9. Create the joins to complete the data foundation. a) With your mouse create the following joins by dragging and dropping one field onto the other: T0SOLD_TO.0SOLD_TO to dimcustomer.custid2soldtoid dimcustomer.customerid to CUSTOMERCALLS.CustomerID CUSTOMERCALLS.ProdID2MaterialID to T0MATERIAL.0MATERIAL T0MATERIAL.0MATERIAL to D0MATERIAL.0MATERIAL b) Drag the tables around on the data foundation so that you can see the logical flow from one table to another. c) Test the joins by selecting the following columns (use CTRL key for multiple selections): dimcustomer.customerid dimcustomer.custid2soldtoid T0SOLD_TO.0SOLD_TO d) Right click and Show Column Values. e) Confirm that the values are returned correctly. f) Now repeat this for the following columns: D0MATERIAL.0MATERIAL T0MATERIAL.0MATERIAL CUSTOMERCALLS.ProdID2MaterialID g) Save the data foundation. 10. Create a relational business layer. a) Right-click on your local projects folder and choose New > Business Layer. b) Choose Relational Data Source and Press Next. c) Name it MSU BL and Press Next. d) Click on the button with the 3 dots (...). e) Select the Data Foundation you created before (MSU DF.dfx). Press OK. f) Make sure you UNCHECK both boxes: Automatically create classes and objects for SAP NetWeaver BW connections (recommended) Automatically create classes and objects for other connections g) Press Finish.

8 Page 8 of Add folders to the business layer. a) On the business layer editor left panel click on the + button and select to add a new folder. b) Name this folder Customer and type in the Description: Provides information about our customers. c) Right-click on Business Layer Icon and repeat the process to add a folder called Product and a folder called Customer Calls. We will forego typing descriptions for these folders in the interest of time. 12. Add objects to the folders. a) From the data foundation appearing on the bottom of the screen (you can increase the size clicking on the up arrow at the top of the data foundation), drag the following columns into the Customer folder you just created: dimcustomer.companyname dimcustomer.countryname T0SOLD_TO.0CAPTION b) Double click on each of them and rename them as follows: CompanyName to Company CountryName to Country 0CAPTION to Customer Name c) Into the Product folder drag and drop the following columns: T0MATERIAL.0CAPTION D0MATERIAL.0MATL_GROUP D0MATERIAL.0MAL_TYPE d) Rename the objects which have been created as: 0caption to Product name 0matl Group to Product group 0matl type to Product type e) Into the Customer Calls folder drag the following column: CUSTOMERCALLS.nbcalls f) Rename the object just created as Number of calls. g) Save the Business Layer 13. Test the results. a) On the bottom left of the business layer editor select the Queries panel. b) On the top click the Insert Query button. c) In the query panel drag the objects Customer Name, Product Name and Number of calls. d) Refresh the query. d) Results will appear at the bottom. Press OK. e) Save All of the Universe (File > Save All).

9 Page 9 of Publish the business layer to a universe. a) In the local projects view, right-click the business layer you created. b) Select Publish > To a Repository. c) Click Next to skip the integrity page (if you perform it, some errors will be raised, those are not blocking issues). d) Create a folder in the Repository called BOUG Conference XX, where XX indicates the session number. e) Select the folder you just created and click Finish. Press close. Thank you for your participation!