The Right BI Tool for the Job in a non- SAP Applica9on Environment

(1)

September 9–11, 2013 Anaheim, California

The Right BI Tool for the Job in a non-‐SAP Applica9on Environment

Speaker Name(s): Ty Miller

(2)

Full Spectrum Business Intelligence

Reporting

Self Service Dashboards and Apps

n Deliver engaging information to users where they need it

n Track key performance indicators and summary data

n Build custom experiences so users get what they need quickly

n Securely distribute information across your organization

n Answer related questions by interacting with pre-defined reports

n Build printable reports for operational efficiency n Discover areas to optimize your

business

n Adapt data to business needs n Tell your story with beautiful

visualizations

Discover. Predict. Create. Build Engaging Experiences Distribute Information

(3)

Agility for business analysts and business users

Discover trends, outliers and areas of interest in your business

Adapt to business scenarios by combining, manipulating, and enriching data Tell your story with self-service visualizations and analytics

Forecast and predict future outcomes

Self Service

Discover. Predict. Create.

Portfolio

n Lumira n Explorer n Analysis

n Predictive Analysis*

(4)

SAP Lumira

to unleash business analyst crea9vity

Provides the freedom to understand your data, personalize it, and create beautiful content

Download and install on your desktop in less than 5 minutes

Insight from many data sources

Combine, manipulate and enrich data to apply it to your business scenarios

Self-service visualizations and analytics to tell your story

Optimized for SAP HANA for real-time on detailed data

Overview

(5)

SAP BusinessObjects Explorer

for business users to quickly access informa9on on their own

Provide business users with a simple experience to independently ask and answer business questions on the fly

Quickly and easily explore your data using search

Easily visualize your data

Geographic and Time awareness

Build simple, interactive views (Exploration views)

Mobile ready

Overview

(6)

SAP BusinessObjects Analysis

for OLAP analysis

Recommended for OLAP analysis scenarios (multi-dimensional analysis)

Quickly leverage your SAP investments in HANA

High productivity for analysts through both Web and Excel based interfaces

Overview

Provide Business Analysts with the ability to analyze OLAP data in both Excel and over the Web

(7)

Predic9ve Analysis

to gain an extremely deep understanding of your business

Provide Business Analysts with sophisticated algorithms to take the next step in understanding their business and modeling outcomes.

Perform statistical analysis on your data to

understand trends and detect outliers in your business

Build models and apply to scenarios to forecast potential future outcomes

Breadth of connectivity to access almost any data

Optimized for SAP HANA to support huge data volumes and in-memory processing

Overview

(8)

Build engaging, visual dashboards

Powerful environment to build interactive and visually appealing analytics Rich set of controls: buttons, list boxes, drop-down, crosstabs, charts…

Use custom code to extend and build workflows

Dashboards and Apps

Build Engaging Experiences

Portfolio

n Design Studio

n Dashboards (aka Xcelsius)

(9)

Design Studio

for building analy9c applica9ons on HANA

Modern development environment and HTML5 runtime

Native HANA support Growing library of controls

Recommended for HANA customers

Overview

Provides a development environment that contains a broad library of controls and visualizations to build analytic applications on HANA

(10)

SAP BusinessObjects Dashboards

for building custom dashboards on any data

Build rich, interactive dashboards and visualizations

Broad visualization library to support KPIs and executive dashboards

Leverage enterprise BI infrastructure with support for the semantic layer

Recommended for use on 3^rd party data sources

Overview

Provides a rich set of visualizations and controls to build highly interactive dashboards on third- party data sources

(11)

Guidance for SAP HANA customers

§  Customers using SAP HANA should adopt SAP BusinessObjects

Design Studio as their primary tool for crea9ng dashboards and

applica9ons, both on the Web and on mobile devices.

§  Customers of SAP BusinessObjects Dashboards should con9nue with

Dashboards and leverage the upcoming HTML5 func9onality for

mobile dashboards. Customers using Dashboards on top of SAP

HANA should strongly consider building their new dashboards with

Design Studio.

§  See SAP’s analy9cs blog for more detail on our dashboarding strategy

and direc9on

(12)

High productivity design for report designers

Quickly build formatted reports on any data source Securely distribute reports both internally and externally

Minimize IT support costs by empowering end users to easily create and modify their own reports

Enhance custom applications with embedded reports

Repor9ng

Share Informa9on

Portfolio

n Web Intelligence n Crystal Reports

(13)

SAP BusinessObjects Web Intelligence

for self-‐service query and repor9ng

Market-leading self service reporting solution for rapid report creation

Support for multi-source semantic layer to bring together different sources of

information – without having to know the DB structure or SQL

Content accessible from anywhere: Mobile, Web, Desktop

Overview

Quickly build ad-hoc queries and reports without a knowledge of SQL or the underlying data structure

(14)

SAP Crystal Reports

for formaWed reports

Access nearly any data source directly Build reports that look exactly the way you

want through pixel-perfect positioning, layout and templates

Powerful API to embed reports into applications

Optimized for high-volume reporting and publishing

Overview

Build pixel-perfect formatted reports for printing and operational reporting

(15)

Selecting the Right SAP BusinessObjects BI Client

§  … based on product capabili>es

(16)

Where does the data reside?

R Q

Optimized and favoured Supported Unsupported

(17)

Selec>ng the Right SAP BusinessObjects BI Client

Comparing Product Capabili9es

Crystal Reports for

Enterprise

Intelligence Web Dashboards Analysis for

Office Analysis for

OLAP Explorer/

Lumira Design Studio

Highly formatted reporting

Parameterized & Dynamic Layout

Self – Service reporting / Free form layout

Hierarchical capabilities

Data Visualization

Product Interoperability

Guided Navigation

Mobile Reporting 1 1 2

Supported Not Supported 1. With Design Studio 2. With Explorer

(18)

SAP BusinessObjects BI 4.x & OLAP Sources

Hierarchical Repor9ng Capabili9es

Crystal Reports for

Enterprise

Web

Intelligence Dashboards (BI4 SP05 connectivity)

Design

Studio Analysis for

Office Analysis

for OLAP Explorer/Lumira

Support for hierarchical member

selection ü ü ü ü ü ü ü

Support for hierarchical parameters ü ü ü ü ü ü û

Support for hierarchies in charts and

crosstab ü ü Only

Hierarchical Scorecard

ü ü ü û

Support for “delegated measures” ü ü ü ü ü ü ü

Support for hierarchical report design ü ü ü ü ü ü û

Switching between hierarchies on the fly û û û ü ü ü û

Level based member selection ü ü ü ü ü ü û

Showing Leaves only / Lowest Level of

the hierarchy û û û ü ü ü û

“Expand to Level” as a configuration

option û û ü ü ü ü û

Skipping Levels of a hierarchy û û û ü ü ü û

Ranking data along hierarchies û û û ü ü ü û

(19)

Where is the content consumed?

Reporting

Self Service Dashboards and

Apps

n Design Studio n Dashboards Discover. Predict.

Create. Build Engaging

Experiences Distribute Information

n Design Studio n Dashboards n Exploration Views

n Web Intelligence n Crystal Reports n Analysis OLAP

n Explorer

n Analysis Office n Predictive Analysis n Lumira

n Web Intelligence n Crystal Reports n Explorer

(20)

Where is the content created?

Reporting

Self Service Dashboards and

Apps

n Design Studio n Dashboards Discover. Predict.

n Exploration Views n Web Intelligence n Analysis OLAP

n Explorer

n Analysis Office n Predictive Analysis n Lumira

(21)

Selecting the Right SAP BusinessObjects BI Client

§  … based on your audience

(22)

Who creates the content?

Reporting

Self Service Dashboards and

Apps

n Design Studio n Dashboards

n Crystal Reports Discover. Predict.

n Exploration Views n Web Intelligence n Analysis Office/OLAP

n Predictive Analysis n Explorer

n Lumira

IT

Business User

(23)

Who consumes the content?

Reporting

Self Service Dashboards and

Apps

n Crystal Reports n Web Intelligence Discover. Predict.

n Web Intelligence n Crystal Reports n Explorer

n Lumira

Executive

Senior Mgmt

n Explorer

(24)

Who consumes the content?

Reporting

Self Service Dashboards and

Apps

n Design Studio n Dashboards n Exploration Views Discover. Predict.

n Web Intelligence n Crystal Reports n Analysis Office/OLAP¹

n Predictive Analysis² n Explorer

n Lumira

n Analysis Office/OLAP n Predictive Analysis n Explorer

n Lumira

Business Analyst

Individual Contributor 1.  Content consumed in Design Studio output, not the Design Studio IDE itself.

2.  Content consumed in Explorer / Exploration Views, not in the PA IDE itself.

(25)

Report (Crystal Reports & Web Intelligence)

§  Create and consume standardized reports to review operational metrics

§  Receive alerts from pre-built reports and leverage information for follow up

§  Share reports with larger audience and make use of product interoperability

§  Use interactive reporting capabilities to access and analyze a variety of data sources

Monitor & Analyze (Design Studio, Dashboards, Analysis for Office and OLAP)

§  Consume and interact with information using prepared workbooks

§  Analyze operational metrics inside the Microsoft Office environment

§  Follow guided analysis using pre-built BI applications

Individual Contributor

SAP BusinessObjects BI porYolio

Who consumes the content?

Predict (Predictive Analysis)

§  Consume and interact with information to predict future outcomes

§  Discover trends, patterns and sets

Discover (Explorer & Lumira)

§  Answer ad-hoc questions anywhere, anytime using historic and real-time data

§  Search and explore Big Data by using natural words and simple visualizations

§  Combine, enrich, manipulate, and merge information

(26)

Monitor and Analyze (Analysis for Office, Analysis for OLAP & Design Studio)

§  Analyze corporate information to fulfill ad hoc requests from management

§  Build and share Microsoft Excel and web based BI applications for guided analysis

§  Use Analysis as starting point and leverage product interoperability for details

§  Create and edit reports without the need for IT or a report designer

§  Share reports with larger audience and make use of product interoperability

Discover (Explorer & Lumira)

§  Search and explore information by using natural words and simple visualizations

§  Access large volumes of information on-premise and on device

§  Combine, enrich, manipulate, and merge information

SAP BusinessObjects BI porYolio

Who consumes the content?

Predict (Predictive Analysis)

§  Consume and interact with information to predict future outcomes

§  Discover trends, patterns and sets

(27)

Senior Management

Monitor & Analyze (Exploration Views, Design Studio and Dashboards)

§  Analyze and review corporate KPIs and measure progress towards set goals

§  Share findings with upper management in form of presentations with live data

§  Use actual and historical data for detailed planning scenarios to enable realistic forecasting

§  Leverage product interoperability to share findings with other BI clients

§  Analyze information on the desktop, via browser, and via mobile device

§  Consume pre-delivered reports

SAP BusinessObjects BI porYolio

Who consumes the content?

Discover (Explorer and Lumira)

(28)

Monitor & Analyze (Exploration Views, Design Studio, Dashboards)

§  Track and analyze company wide metrics using real-time interactive dashboards

§  Leverage what-if capabilities to evaluate different planning scenarios

§  Provide navigation for further analysis using product interoperability

§  Analyze information on the desktop, via browser, and via mobile device

Executive

Discover (Explorer)

SAP BusinessObjects BI porYolio

Who consumes the content?

§  Consume pre-delivered reports

(29)

Selecting the Right SAP BusinessObjects BI Client

§  … based on your business requirements

(30)

Selec>ng the Right SAP BusinessObjects BI Client

Using Business Requirements – Financial Area

§  As Financial Manager for the West Coast Region of

North America I need to be able to analyze cost and

proﬁt center actuals towards the allocated budget

along several dimensions. I need to be able to see

these measures along our company structures as well

as being able to compare informaBon from several

sources. I also need to be able add my own calculaBon

to answer on-‐demand requests from senior

management.

§  I would like to leverage the informaBon inside

MicrosoF Excel, but it also should be possible to use it

in a browser.

Middle Management

(31)

Selec>ng the Right SAP BusinessObjects BI Client

Using Business Requirements – Financial Area

§  What did we hear ?

§  Use of hierarchies (cost center / proﬁt center /

company structures)

§  Usage of Microso^ Excel and browser based access

§  Crea9on of calcula9ons on the ﬂy

§  Accessing mul9ple sources

Middle Management

(32)

Selec>ng the Right SAP BusinessObjects BI Client

Comparing Product Capabili9es

Enterprise

Intelligence Web Dashboards

Analysis, Edition for

Microsoft Office

Analysis, edition for

OLAP

Explorer/

Usage of Hierarchies

Using BEx Query Structures

Microsoft Excel as client

Internet Browser as client

Creating calculations

Multiple Source in one report

Supported Not Supported

(33)

Selec>ng the Right SAP BusinessObjects BI Client

Using Business Requirements – Financial Area

§  Summary

§  Based on the combina9on of requirements from the Financial Area

the recommenda9on would be to use

§  Analysis, edi9on for OLAP

§  Analysis, edi9on for Oﬃce (if the data source is HANA)

§  Design Studio

§  Design Studio could be used to create a custom BI applica9on /

template for the user audience if the data source is SAP HANA

§  For less hierarchical driven reports and a more consumer (less power

user) type of audience Web Intelligence might be an alterna9ve

(34)

Selec>ng the Right SAP BusinessObjects BI Client

Using Business Requirements – Sales Area

§  The Sales Manager for Canada asked me to create a report

for his sales representaBves that would allow them to see

their current sales pipeline. He menBoned that the

informaBon needs to be available in the oﬃce, on the road,

and on mobile devices.

§  He also stressed out that each sales representaBve needs to

be able to change the report “as they wish” so that they

can see the informaBon by opportunity, product, week &

month, and other angles. Actual hierarchies are only used

limited.

§  For him as Sales Manager for Canada, he menBoned it

would be a great value to be able to run some simple

scenarios to see how certain changes could impact the

pipeline, for example a change in the product cost or price.

§  … and he then also menBoned that someBmes people

prefer just to get an eMail with a PDF ﬁle.

Middle Management Individual Contributor

(35)

Selec>ng the Right SAP BusinessObjects BI Client

Using Business Requirements – Sales Area

§  What did we hear ?

§  The informa9on needs to be available on-‐premise (in

the oﬃce), oﬄine (on the road), and on mobile devices

§  Users need the ability to change the report and change

the view on the data.

§  Only limited use of hierarchies

§  Distribu9on of the reports via eMail in a PDF format is

also required

§  For the Sales Management some simple what-‐if

scenarios would be a great asset

(36)

Selec>ng the Right SAP BusinessObjects BI Client

Comparing Product Capabili9es

Enterprise

Intelligence Web Dashboards Analysis for

Office Analysis for

OLAP Explorer/

Offline Capabilities

Mobile Reporting

Distribution via eMail (Broadcasting) Edit the report

Change the “view” of the data

What-if scenarios

Supported Not Supported

(37)

Selec>ng the Right SAP BusinessObjects BI Client

Using Business Requirements – Sales Area

§  Summary

§  Based on the combina9on of requirements from the Sales Area the

recommenda9on would be to use

§  SAP BusinessObjects Web Intelligence

§  SAP BusinessObjects Mobile BI

§  What – if Scenarios will be created using

§  SAP BusinessObjects Design Studio

§  SAP BusinessObjects Dashboards

(38)

Selec>ng the Right SAP BusinessObjects BI Client

Using Business Requirements – Execu9ve Area

§  As ExecuBve Manager in this company I need

consolidated informaBon, which provides me

with a high-‐level overview on all criBcal corporate

KPIs. I need to be able to access this informaBon

anyBme, anywhere.

§  If needed I need to be able to get to the root

cause and see the detailed informaBon.

§  I also can not always wait for my business analyst

of IT to send me the informaBon when I ask them

a quesBon. It would be good to be able to simply

search for the answer by entering my quesBon.

Executive

(39)

Selec>ng the Right SAP BusinessObjects BI Client

Using Business Requirements – Execu9ve Area

§  What did we hear ?

§  Consume highly aggregated informa9on

§  Strong data visualiza9ons needed

§  Provide the ability to drill down and navigate to

detailed informa9on when needed

§  Fast response 9me

§  Informa9on needs to be available via mobile device

§  Allow for search and explora9on

Executive

(40)

Selec>ng the Right SAP BusinessObjects BI Client

Comparing Product Capabili9es

Enterprise

Intelligence Web Dashboards

Analysis, Edition for

Microsoft Office

Analysis, edition for

OLAP

Explorer/

Highly Aggregated information

Strong data visualization

Drill Down / Navigate to detailed information Mobile Reporting

Search & Exploration

Supported Not Supported This BI clients are not suitable for the intended audience.

(41)

Selec>ng the Right SAP BusinessObjects BI Client

Using Business Requirements – Execu9ve Area

§  Summary

§  Based on the combina9on of requirements from the Execu9ve team

the recommenda9on would be to use

§  SAP Lumira

§  SAP BusinessObjects Explorer

§  SAP BusinessObjects Design Studio

§  SAP BusinessObjects Dashboards

§  SAP BusinessObjects Mobile BI

§  In addi9on consider SAP HANA for performance improvements

(42)

Key Links

  Gedng started with SAP BI

  sap.com/upgradebi

  sap.com/learnbi

  sap.com/bivirtualiza9on

  sap.com/bisizing

  service.sap.com/roadmap

  How to Select the Right BI Tool for Your Environment

  SAP’s Release Strategy for Major Releases of SAP BusinessObjects BI

(43)

Your BI Strategy should start with the business requirements, not with the DWH.

Key Learnings

Start by defining your requirements and your desired outcome.

Focus on the business pain points by area. One use case after the other – not all in once

Understand your audience. Let them describe their workflow. Listen !

Remember – Your BI Strategy starts with the business requirements.. Not with the DWH

The Right BI Tool for the Job in a non- SAP Applica9on Environment