Reporting and Analysis with

(1)

Reporting

and

_Analysis

with

SAP®

_{BusinessObjects}

S

(2)

Introduction 13

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1.1 Overview of the SAP

_{BusinessObjects}

Tools 19

1.1.1

_{Reporting-SAP}

_Crystal

_Reports

20

1.1.2 Dashboards and Visualization—SAP

_{BusinessObjects}

Dashboards 22

1.1.3 Interactive

_{Analysis—SAP BusinessObjects}

Web

Intelligence

24

1.1.4

_{Analysis—SAP BusinessObjects Analysis}

26

1.1.5 Data

_Exploration

—SAP

_{BusinessObjects Explorer}

27

1.2 Other

_Capabilities

of theSAP

_{BusinessObjects}

Tools 28 1.2.1 SAP

_{BusinessObjects}

Bl and MicrosoftOffice 28

1.2.2 SAP

_{BusinessObjects}

Bl and

_Mobility

30

1.3

_Summary

30

2.1 General Guidelines for

_Establishing

Business

_Requirements

31

2.2

_Matching

Business

_Requirements

to Bl Products 33

2.2.1 Financial

_Reporting

and

_{Analysis Requirements}

33

2.2.2 Sales

_Reporting

and

_Analysis

_Requirements

35 2.2.3 Human Resources (HR)

Reporting

and

_Analysis

Requirements

36

2.2.4 C-Level

_Management

and

_{Leadership Reporting}

and

Analysis

Requirements

36

2.3

_Mapping

SAP

_{BusinessObjects}

Bl Toolsto

_Capabilities

37

2.4

_Mapping

SAP

_{BusinessObjects}

Tools to the Audience 42

2.5

_Summary

48

3.1 Semantic

_Layer

_Technology

49

(3)

3.3 Recommendationsfor Semantic

_{Layer Usage}

55

3.4

_Summary

56

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4.1 SAP Data

_Connectivity

57

4.2

_Assessing

the Business

_Requirements

62

4.2.1 Financial

_Reporting

and

_{Analysis Requirements}

63 4.2.2 Sales

_Reporting

and

_Analysis

_Requirements

63

4.2.3 Human Resources (HR)

_Reporting

and

_Analysis

Requirements

64

4.2.4 C-Level

_Management

and

_Leadership

_Reportingand

Analysis

Requirements 65

4.3 Introduction totheTool 65

4.3.1 SAP

_Crystal

_Reports

for

_Enterprise

_Designer

Environment ... 66

4.3.2 Data

_Explorer

69

4.3.3

_Establishing

a Connection to SAP NetWeaver BW 70

4.3.4

_Groupings

78

4.3.5 Section

_Expert

80

4.3.6 Conditional

_Formatting

81

4.3.7

_Saving

to SAP

_{BusinessObjects}

86

4.4

_Building

a

Report

for Financial

Analysis

87

4.5

_Building

a

_Report

for HR

_Analysis

101

4.6

_Summary

118

5.1 SAP Data

_Connectivity

119

5.2

_Assessing

the Business

_Requirements

124

5.2.1 Financial

_Reporting

and

_Analysis

_Requirements

124 5.2.2 Sales

_Reporting

and

_Analysis

_Requirements

126 5.2.3 Human Resource(HR)

Reporting

and

_Analysis

Requirements

126

5.2.4 C-Level

_Management

and

_{Leadership Reporting}

and

Analysis Requirements

127

5.3 Introductiontothe Tool 128

(4)

5.4 5.5 5.6

5.3.2

_Using

Filters 141

5.3.3

_Arranging

_Objects

147

5.3.4

_{Using Breaks,}

Sections, and Summaries 151

Building

a Reportfor Sales

_Analysis

154

Building

a

_Report

for Financial

_Analysis

170

Summary

179 6.1 6.2 6.3 6.4 6.5 PPf

iffl

flE3Hj«Ijkt-Iil

SAP Data

_Connectivity

181

Assessmentof Business

_Requirements

189 6.2.1 Financial

_Reporting

and

_Analysis

_Requirements

189 6.2.2 Sales

_Reporting

and

_{Analysis Requirements}

190 6.2.3 Human Resources _{(HR) Reporting}and

_Analysis

Requirements

192

6.2.4 C-Level

_Management

and

_{Leadership Reporting}

and

Analysis

Requirements

192

Introductiontothe Tool 193

6.3.1 SAP

_{BusinessObjects}

Dashboards

_Designer

Overview 193

6.3.2

_{Setting Up}

Your Environment 195

6.3.3 Role of Microsoft Excel 198

6.3.4 Common Look and Feel 199

6.3.5

_Creating

Your First Dashboard 200

Building

a DashboardforSales

Planning

224

Summary

250

7

_Using

SAP

_{BusinessObjects Analysis,}

EditioiEdition

251

for Microsoft Office

7.1 SAP Data

_Connectivity

251

7.2

_Assessing

the Business

_Requirements

256

7.2.1 Financial

_Reporting

and

_{Analysis Requirements}

256

7.2.2 Sales

_Reporting

and

_Analysis

_Requirements

257 7.2.3 Human Resources

(HR) Reporting

and

_Analysis

Requirements

258

7.2.4 C-Level

_Management

and

_{Leadership Reporting}

and

Analysis

Requirements

258

(5)

7.4

_Building

aWorkbook for Financial

Analysis

272

7.5

_Building

aWorkbook for Sales

Analysis

284

7.6 Summary 295

8.1 SAP Data

_Connectivity

297

8.2 Assessingthe Business

_Requirements

302

8.2.1 Financial

_Reporting

and

_{Analysis Requirements}

302 8.2.2 Sales

_Reporting

and

_{Analysis Requirements}

303 8.2.3 Human Resources (HR)

Reporting

and

_Analysis

Requirements

304

8.2.4 C-Level

_Management

and

_Leadership

_Reporting

and

Analysis Requirements

304

8.3 Introduction tothe Tool 305

8.4

_Building

aWorkbook forFinancial

_Analysis

317

8.5

_Building

aWorkbook for Sales

Analysis

327

8.6

_Summary

338

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9.1 SAP Data

_Connectivity

for SAP

_{BusinessObjects Explorer}

339

9.2

_Assessing

the Business

_Requirements

344

9.2.1 Financial

_Reporting

and

_{Analysis Requirements}

344

9.2.2 Sales

_Reporting

and

_Analysis

Requirements 345 9.2.3 Human Resource

(HR) Reporting

and

Analysis Requirements

346

9.2.4 C-Level

_Management

and

_Leadership

_Reporting

and

Analysis

Requirements

346

9.3 Introduction to the Tool 347

9.4

_Creating

an Information

Space

for Sales

Analysis

368

9.5

_Summary

383

^^^^^^^^^^^^^^W^^^^^^^^^^^^^^^^^^^^^^^^B^

10.1 SAP

_{BusinessObjects}

LiveOffice

_{Configuration}

385

(6)

10.3 Introduction to the Tool 388

10.3.1 SAP

_{BusinessObjects}

LiveOfficeEnvironment 388 10.3.2

_Using

SAP

_{BusinessObjects}

Live Office and

Microsoft Excel 391

10.3.3

_Using

SAP

_{BusinessObjects}

Live Office and

MicrosoftPowerPoint 404

10.3.4

_Using

SAP

_{BusinessObjects}

Live Office and

Microsoft Outlook 404

10.3.5

_Using

SAP

_{BusinessObjects}

Live Office and

SAP

_{BusinessObjects Explorer}

410

10.4

_Summary

419

11.1 Overview 421

11.2

_Creating

ContentforYour First SAP

_{BusinessObjects}

Bl

Workspace

427

11.3

_Creating

Your First Bl

_Workspace

440

11.4

_Summary

447

12.1 User Authentication 449

12.2 User Interface(Ul) Overview 452

12.3 Folders and

_Categories

455

12.4

_Using

Search in the Bl Launch Pad 456

12.5

_Configuring

User Preferences 462

12.6

_Summary

467

13.1 Selection ofthe

_Right

Tool 469

13.2 SAP NetWeaver BEx

_{Query Design}

470

13.2.1

_{Relationship:}

BEx

_Query

and

_Report

470

13.2.2 Elements ofanSAP NetWeaver BEx

_Query

471

13.2.3

_Using

Variables in a BE

Query

473

13.2.4

_Display

Relevant

_Settings

473

(7)

13.4 User

_Security

478 13.5 Performance Considerations 479

13.6 Known Limitations 481

13.7

_Report

_{Design Topics}

488

13.8

_Tracing

and

_{Troubleshooting}

488

13.9

_Summary

489

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14.1 SAP

_Crystal

_Reports

for

_Enterprise

491

14.2 SAP

_{BusinessObjects}

Dashboards 492

14.3 SAP

_{BusinessObjects}

Web

_Intelligence

492 14.4 SAP

_{BusinessObjects Analysis}

Suite 492 14.5 SAP

_{BusinessObjects Explorer}

492

14.6 Semantic

_Layer

493

14.7

_Summary

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The Author ₄₉₅