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Welcome to the Data Visualisation & Reporting Stream

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Welcome to the Data Visualisation

& Reporting Stream

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November, 2013 Birmingham

Creating a Pervasive BI Platform

with SAP BusinessObjects

Speaker: Kevin McManus

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• By consolidating reporting technology across applications a larger ROI can be achieved…

• By combining the benefits of a BICC, Data Warehousing, BI Platform and Adhoc Query to…

Create a Common platform and standards for the creation and maintenance of reporting features that can be used across

multiple applications that need reporting

Create value added ways for users to access, analyze, and interact with data using web based tools

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Introduction

 19+ Years delivering BI solutions

 Founder of LaunchWorks – SDK Solution provider

 ASUG Central Texas SAP User Group BI Chair

 ASUG Strategic SIG Chair

 Roadmaps and Production Direction

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• You have a powerful reporting platform for creating reporting services that other web and mobile applications can tap into. • Many Fortune 500 companies are using the technique of an

Pervasive BI to integrate SAP BusinessObjects WebI and SAP Crystal Reports directly into the applications that end users need to report on.

• The flexibility of the universe and reports to connect to so many data sources make SAP BusinessObjects an excellent choice for connecting users to their data, no matter which application they are using.

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• Maintain a cohesive strategy by establishing

guidelines, standards and governance around

tool selection

• Reduce redundant effort/costs with new projects

by using a centralized set of technology and

services

• Reduce redundant effort/costs with new projects

• Reduce training costs with consistent User

Interfaces

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Architecture

Common Portal

ERP SFA HR / PM Ordering EIS

Pervasive BI Application

ODBC XML RDBMS Cubes DW Stored Procs

BI Platform

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The Data Warehouse Institute (TDWI)

BI Maturity Model

Where are we?

Most organization’s IT have grown beyond running the company on

spreadsheets. The next challenge is moving the current BI strategy into an Adult level Enterprise Data Warehouse and Sage Level BI/Reporting Services .

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BI Platform

A platform supporting a layer of business logic on

top of one or more databases used for creation,

organization and sharing of canned reports, adhoc

reporting & dashboards

Reporting Tool

An application supporting reporting functionality

that is integrated into other applications to

support the needs of that application’s unique

requirements around operational and

management reports

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Adhoc Reporting

• Creation of new reports and queries where the tool, taking

instructions from the user, writes the query based on rules captured in the semantic layer

• How the query needs to join between tables, and which calculations to use in a formula, are designed into the semantic layer before

reports are created

• For example, the user is given control over the following features:

• Data Content, Report Layout, Query Filters, Prompts

Adhoc Query

• Creation of new results where the tool connects the user to the data source and allows the user to write the query from scratch

• How the query needs to join between tables, and which calculations to use in a formula, are written by the user

• The user is given control over the following features

• Tables, Joins, Database Columns, Query Filters

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Enterprise Reporting BUS

An enterprise reporting bus (ERB) is a reporting software architecture model used for designing and implementing the interaction and communication between software applications and reporting functionality.

Enterprise Reporting Portal

Also known as an enterprise information portal (EIP) or corporate

portal, is a framework for integrating information, people and

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Business Intelligence Competency Center (BICC)

A Business Intelligence Competency Center (BICC) is a cross-functional organizational team that has defined tasks,

roles, responsibilities and processes for supporting and

promoting the effective use of Business Intelligence (BI) across an organization

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Gartner BI Maturity Model

Source: Gartner (2008)

Are we here

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Shared Authorization Layer

Database, Active Directory, LDAP, SSO

Standardized User Interface

Report Lists, Report Menus, Integrated report calls, Scheduling

Standardized User Interaction Elements

Prompts, Parameters, Context

Report Execution

Initially – Crystal Reports

Future Potential – Web Intelligence, Dashboards, Analysis, etc

Output

Interactive Viewer, Email, Distribution, Export (PDF, XLS, CSV), Alerts

Best Practices

Authenticate & Authorize User Report List / Menu Prompts & Parameters Report Execution Report Output Interaction

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Demo

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Your BI Platform already provides

1) SSO Authentication with AD and LDAP and SAP

2) Auditing

3) Report and Folder Security

4) Dynamic List of Values

5) Hierarchical and Cascading prompt support

6) Interactive Viewer that takes the query output and

provides

+ Grid View

+ Graph View

+ Column and sort control

+ User level Filters

Top 10 Features a Reporting Bus needs

….. that BOE has

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With an SDK based solution

7) Single click links to view / Print / Export reports and

access instances

8) Ability to access and embed report parts

+ For embedding into screens

9) User Controlled Prompt Sets

+ Gives ability to Save, Retrieve and Share

combinations of filter selections

10) Subscriptions to bursting publications

Top 10 Features a Reporting Bus needs

…..that BOE has

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• Data Availability

• Joining Data Sources

• Local Data Sources

• Ability to publish / share in an editable

format including viewing SQL and formulas

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Adhoc Query Feedback Loop

2) Source Identified 3) Attributes Defined 4) Query / Business Rule Developed 6) Results Published and Reviewed 7) EDW dimension attributes expanded 8) Training and Education on availability and use 5) Adhoc Need Met 1) Adhoc Need Identified

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Best Practices

Implement

Prepare communication of results of assessment to

key stakeholders Assist with implementation of recommendations as needed

Plan

Formulate plan for reaching future state Include applications, technology, and process components

Strategize Recommend technological changes Recommend process changes including governance

Establish guidelines for

tool selection and usage Present future state benefits

Assess State of Current Report Tools Report Types and Usage Functionality integrated into Applications Timeliness of

reports report creation Processes of

Skills being used for reporting

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Summary

Adhoc Query

BI Portal

Enterprise Reporting

Bus

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1) Establish a Business Intelligence Competency Center (BICC) that oversees the tool selection, design, and governance during delivery of new reporting projects

2) Support an Enterprise Data Warehouse

- accessed primarily by Web Intelligence for adhoc reporting - compliment with multi-source joining of data, dashboards and mobile

- enable evaluation of OLAP tool consolidation later

3) Establish and analyze reporting requirements through a standard set of tool selection criteria.

- Web Intelligence will access data in the Enterprise Data Warehouse for adhoc reporting.

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Embedded BI Strategies and solutions

• Customer Facing Portals

• Embedded BI

• Mobile and Digital Form solutions

Twitter: @launchworks

Email: [email protected]

Web: www.launchworks.com

877-857-7407

Thank you

References

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