How-To-Guide. Document Version: KPI Dashboard

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1 How-To-Guide Document Version: KPI Dashboard

2 Document History Document Version Description 1.0 Initial version of this guide 2.0 Reviewed version of this guide Business Background & Scenario 2015 SAP AG or an SAP affiliate company. All rights reserved. 2

3 Table of Contents 1 Business Background & Scenario Prerequisites Lumira View for Engineering Record Header View for Classification View for Change Items Extension View of Change Items Build KPI Dashboard Reports based on Engineering Record Header and Classification Acquire a Dataset Prepare Your Data Visualize Your Data Business Background & Scenario 2015 SAP AG or an SAP affiliate company. All rights reserved. 3

4 1 Business Background & Scenario Engineering Record KPI Dashboard provides at-a-glance views of KPIs (key performance indicators) relevant to Engineering Record data. These KPI reports enable you to analyze engineering record data. You can do the following: Generate a core data services (CDS) view that creates KPIs for engineering records. This CDS view can then, for example, be consumed in SAP Lumira. View and analyze a predefined set of example key performance indicators (KPIs) for engineering record header data and change item data in reports available in the SAP Lumira Cloud. SAP provides seven KPI reports as templates. For more information, see the following document:- < > This document guides you through the steps to create a report that is based on Engineering Record Header and Classification. This KPI report indicates how many engineering records are open or closed per Business Unit. In this example Engineering Departments, Business Units, and Product Lines have been configured via Classification (Class & Characteristic) attached to engineering records. The variables used in this report: Measure: Number of Engineering Records Dimensions: Engineering Departments Input Controls: Business Units, Product Lines and Parameters (User-Defined Dimension) Two CDS views based on ER header data and Classification are the prerequisites for this KPI report. Business Background & Scenario 2015 SAP AG or an SAP affiliate company. All rights reserved. 4

5 2 Prerequisites 2.1 Lumira SAP Lumira is a self-service solution that allows analysts and decision makers to access, transform, and visualize data. For more information about SAP Lumira, see the following documentation: The data of engineering records is consumed by the SAP Lumira desktop to compose stories or build reports. Then, customers could share the report on the SAP Lumira cloud platforms to further analyze data and collaborate with colleagues on datasets, stories, and other business intelligence artifacts. 2.2 View for Engineering Record Header This report is based on the Header data of Engineering Records & Classification. Therefore, customers need to know how to build a CDS view of Engineering Record Header. You can use the standard header view /PLMI/C_ER_STDHD provided by SAP. Or, you can use the report /PLMI/PLM_ER_CDS_VIEW_ANALYSIS to generate your own CDS view of Engineering Record Header data. This report will help you create CDS views based on your Record type and customer defined ER Header. 1) To generate the CDS view, first you need to provide the name of the DDL source and the View Name in the Object Name section. DDL (Data Definition Language) is an enhancement of SQL, which enables you to define semantically rich database tables/views (CDS entities) and user-defined types in the database. 2) You can define the view properties of this Engineering Record Header in the Object Properties section. You can define which Engineering Record Types and fields are included in the generated Prerequisites 2015 SAP AG or an SAP affiliate company. All rights reserved. 5

6 CDS view. Also, you can select the option Transform Timestamps, so the field with a type of timestamps will be converted to a new field with date type. You can decide whether this view will be transported or not in the Transportation section. You can rename the dimension in the view when necessary. 3) Run the report. The CDS view is created with a name of ZHDR_VIEW. This CDS view will have standard fields (since Include standard fields check box is selected as mentioned above) with all Engineering Record Types. Make sure that you select the Transform Timestamps option, so that three more columns CREATIONDATE, LASTCHANGEDATE and CLOSEDDATE are available in this view. Prerequisites 2015 SAP AG or an SAP affiliate company. All rights reserved. 6

7 2.3 View for Classification Now a CDS view based on classification also needs to be prepared. A report is available for you to generate the CDS view of Classification data. 1) Run program BSCL_CLASS_VIEW_GENERATION. 2) Enter the desired Schema and the Target Package. 3) Specify 046 (Engineering Record Header) as the class type, and /PLMI/ECR_HEADER as the Object Type. 4) Specify the class of Classification that you want to analyze. 5) Chooose Execute, and the system creates a calculation view. For example, sap.hba.classgo.001_046 PLMI_ECR_HEADER_DEMO_CLASS Prerequisites 2015 SAP AG or an SAP affiliate company. All rights reserved. 7

8 2.4 View for Change Items If change items for ER are stored in XML, you need to migrate data from the XML storage to the engineering record database. If you want to create reports based on change Items, then each change item has one CDS view. The CDS view for the Material is /PLMI/C_ER_CIMAT. A CDS view is provided for all common fields of change items. The CDS view name is /PLMI/C_ER_CI_AN. Prerequisites 2015 SAP AG or an SAP affiliate company. All rights reserved. 8

9 2.4.1 Extension View of Change Items In the CDS view of each Change Item, all the fields are standard fields. If you want to show user-defined fields in your Change Item CDS View, you can extend the CDS view. Follow the steps below if you want to add user defined fields for the CDS View of the Material change items /PLMI/C_ER_CIMAT. 1. Open the HANA Studio and create an ABAP project for the system (development/test) where CDS views were created. 2. Create a DDL Source for an extension view in the Local package. 3. Enter a name and a description for the DDL Source. Prerequisites 2015 SAP AG or an SAP affiliate company. All rights reserved. 9

10 4. Get the DDL source from standard CDS view /PLMI/C_ER_CIMAT. 5. Extend standard view /PLMI/C_ER_CIMAT by adding the fields in this DDL Source, and then activate it. Now the CDS View of the Material change items has one more column, which was added by extension Prerequisites 2015 SAP AG or an SAP affiliate company. All rights reserved. 10

11 3 Build KPI Dashboard Customers can learn how to build KPI reports in this section. We will take a report based on Engineering Record Header and Classification as an example. 3.1 Reports based on Engineering Record Header and Classification Build KPI Dashboard 2015 SAP AG or an SAP affiliate company. All rights reserved. 11

13 3.1.1 Acquire a Dataset 1) Create the dataset for the CDS view ZHDR_VIEW of Engineering Record Header we created in Section 2.2 Build KPI Dashboard 2015 SAP AG or an SAP affiliate company. All rights reserved. 13

15 2) Integrate the Engineering Record Header view created in step 2.2 with Classification view created in the step 2.3 to create dataset in Lumira desktop. a. Choose Merge b. Enter the CDS view for classification, which was created in the step 2.3, to merge it with the engineering record CDS view Build KPI Dashboard 2015 SAP AG or an SAP affiliate company. All rights reserved. 15

17 3.1.2 Prepare Your Data In the Prepare Phase, rename some dimensions using technical names that are easy to understand. Build KPI Dashboard 2015 SAP AG or an SAP affiliate company. All rights reserved. 17

19 Sometimes not all dimensions are from the CDS view. Customers can define their own dimensions based on the existing dimensions. Build KPI Dashboard 2015 SAP AG or an SAP affiliate company. All rights reserved. 19

21 3.1.3 Visualize Your Data Follow these 3 steps to visualize the data 1 Visualize Phase 2 Compose Phase 3 Share Phase 1 Visualize Phase - Rename the titles and show the data label. Build KPI Dashboard 2015 SAP AG or an SAP affiliate company. All rights reserved. 21

25 3 Share Phase - Select the report created and choose Publish to SAP Lumira Cloud to upload the report to the Lumira Cloud. Build KPI Dashboard 2015 SAP AG or an SAP affiliate company. All rights reserved. 25

27 Open the Report, the same one as the one in Lumira Desktop. Next, you need to set the access level if you want to show this reports to others. Build KPI Dashboard 2015 SAP AG or an SAP affiliate company. All rights reserved. 27

28 When the document access level is Private, other users cannot access this report. However, you can invite individual users by entering their addresses, leaving them a message, and setting the authorization for them. When the document access level is Public, everyone can read this report via the link. Build KPI Dashboard 2015 SAP AG or an SAP affiliate company. All rights reserved. 28

29 SAP AG or an SAP affiliate company. 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. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see index.epx for additional trademark information and notices.