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

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Setup Guide for Business Process

Operations Dashboards

SAP Solution Manager 7.1

SAP AG

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Disclaimer

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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

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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.

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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

1430754

.

For Solution Manager 7.0: Implement SAP Note

1599307

For Solution Manager 7.1: Implement SAP Note

1610692

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Display of BPO Dashboard

Example 1

Trend chart:

shows a daily

trend for

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.

Trend chart:

shows a daily

trend for

Outbound

deliveries

created within

the last month

per shipping

point

Pie chart:

shows the

actual

Deliveries

with overdue

invoices per

shipping point

Bar chart:

shows the

actual number

of Overdue

outbound

deliveries per

shipping point

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Display of BPO Dashboard

Example 2

Stacked

column chart:

shows the

Outbound

deliveries

created per day

and per shipping

point

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

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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

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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

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Activate HTTP Services in Transaction SICF

1. Go to transaction SICF (transaction is client independent)

2. Enter Hierarchy type “SERVICE”

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*

5. Click the context menu of the mentioned services and choose “Activate Service”

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Setup of BPO Dashboards

Overview

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

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 Dashboards:

Maintain dashboard title

Define the Dashboard layout and assign panel to the dashboard

Assign user groups

Setup Panels:

Chose a chart type

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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).

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Set up Session BPO Dashboards

Enter “Manage BPO Dashboards” via BPO Workcenter

1. Choose Business Process Operations Workcenter

2. Navigate to “Manage BPO Dashboards”

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Set up Session BPO Dashboards

Maintain Connector Instances

1. Navigate to “Maintain Connector Instances”

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Create Connector Instance for Analytics Cube (1)

2. Go to “Change Mode” 1. Select Connector for

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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

4. Enter name of Solution Manger

5. Maintain managed systems if you want to restrict data to certain systems

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Create AKF Repository

3. Press “Create AKF Repository”

4. Check message on top of screen

The details of the newly created connector

instance are displayed

1. Press “Save”

2. Mark your Connector Instance

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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).

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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.

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Set up Analytical Keyfigure Instance

Deliveries with overdue invoices

4. Press “Select Connector Instance”

2. Enter a name 2. Select AKF “Deliveries with overdue invoices” 5. Select “EGI Improvement” 6. Press “OK”

1. Enter name and description

6. Select “Sales Org” as category and “Billing Type” for drilldown

3. Select “Sales Org” as category and “Delivery Type” for drilldown

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Set up Analytical Keyfigure Instances

Add Filter Element Solution ID

1. Press “Add Filter Element”

2. Use F4 Help and Select “Sol.

Monitoring ID”

3. Use F4 Help and Search for Solution “EGI Business Process Improvement Pilot” 4. Press “Add” 5. Press “OK”

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Set up Analytical Keyfigure Instances

Add Filter Element Sales Organization

2. Use F4 Help and Select “Sales Org.”

5. Press “OK”

3. Select Filter Type “Filter for Top N Characteristic Values”

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Add Analytical Keyfigure Instance

Sales Invoices not posted to FI

1. Select Tab “Setup

Analytical Keyfigure Instance”

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Set up Analytical Keyfigure Instance

Sales Invoices not posted to FI

4. Press “Select Connector Instance”

2. Enter a name

2. Select AKF “Sales Invoices not posted to FI”

5. Select “EGI Improvement”

6. Press “OK”

1. Enter name and description

6. Select “Sales Org” as category and “Billing Type” for drilldown

3. Select

“Calendar Day” as category and “Billing cat.” for drilldown

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Set up Analytical Keyfigure Instances

Add Filter Elements Solution ID, Billing Type, and Calendar Week

2. Use F4 Help and Select “CALWEEK”

Set a Regular Filter on Solution I EQ “EGI Business Process Improvement Pilot”

4. Press “Add” _{Set a relative filter}

on a time

characteristic: CALWEEK I EQ -1

Set Top N filter on billing cat.: N = 5

3. Set a relative filter on a time characteristic: CALWEEK I EQ -1

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Set up Analytical Key figure Instances

Add Filter Elements - Details

1 2 3 4 5 (6) 7 8

1.) Select a filter characteristic & press

“Enter”

2.) Select a filter type 3.) Select a sign I = Include E = Exclude 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

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Set up Analytical Key figure Instances

Maintain Relative Filters - Details

1 2

3

4

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)

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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

1

2

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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.

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Create new Panel

1. Select Tab “Setup Panel”

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Set up Panel „Deliveries without invoice top 5 sales org.“

2. Maintain name and description

2. Select chart type “Stacked Column Chart” 2. Enter Labels for

category and value axis 4. Press “Add”

5. Select keyfigure

“Deliveries with overdue invoices”

3. Enter Labels for category and value axis

You can assign one or more analytical keyfigure instances to a panel

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Set up Panel „Trend Invoices not posted to FI (last week)“

1. Press “Add”

3. Select chart type “Trend Chart”

2. Enter Labels for category and value axis 5. Press “Add”

6. Select keyfigure “Sales Invoices not posted to FI”

4. Enter Labels for category and value axis 7. Press “Save”

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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

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Create New BPO Dashboard

1. Select Tab “Setup Dashboard”

2. Press “Add” to create new dashboard

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Enter Dashboard Details

1. Select Panels “Deliveries without invoices top 5 sales org.” and “Trend invoices not posted to FI (last week)”

4. Press “Add” 6. Press “Save”

5. Select Panels “Deliveries without invoices top 5 sales org.” and “Trend invoices not posted to FI (last week)”

2. Maintain name and description 2. Select layout 1. Maintain name and description 3. Enter Authorization group

Authorization groups for BPO Dashboards are maintained in table DSH_AUTHGROUPS in transaction SE16

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Display Dashboard via BPO Work Center

1. Choose Business Process Operations Workcenter

2. Navigate to “Display My BPO Dashboards

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Display BPO Dashboard

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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

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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.

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Scenario 1: Backlog for Top N

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

Example: You want to see the current number of overdue outbound deliveries for the Top 5 shipping points with the most overdue outbound deliveries.

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Scenario 2.1: Backlog with Rating for certain

Organizational Units

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

Example: You want to see the current number of overdue outbound deliveries for certain shipping points with a rating for each shipping point.

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Scenario 2.2: Backlog for certain Organizational Units

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

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Scenario 3.1: Throughput with Rating for certain

Organizational Units

Settings for the AKFI

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

Example: You want to see a rating for the number of outbound deliveries created per day and shipping point within the last calendar month.

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Scenario 3.2: Throughput for certain Organizational Units

Settings for the AKFI

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

Example: You want to see the number of outbound deliveries created per day and per shipping point within the last calendar month.

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Scenario 4: Trend of Backlog for certain Organizational

Units

Settings for the AKFI

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

Example: You want to see a daily trend for the number of overdue outbound deliveries for certain shipping points within the last month.

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Scenario 5: Trend of Throughput for certain Organizational

Units

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

Example: You want to see a daily trend for the number of outbound deliveries created for certain shipping points within the last month.

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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:

http://help.sap.com/

SAP Solution Manager

SAP Solution Manager 7.1 SP01

Business Process Operations

Business Process and Interface Monitoring

Business Process Operations Dashboard

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