sap bi bo commentary solution
Post on 18-Nov-2014
6.351 Views
Preview:
DESCRIPTION
TRANSCRIPT
Christoph Kretner Victor Saiz Castillo Marcin Chmiel
Solution Owner Frontend Specialist Backend Specialist
SAP BI 4.X Commentary Solution
W E L C O M E
Topics for today
• Why commenting? speed up your processes
• How to comment? add meaning to your reporting
• One Solution! introducing the SAP BO Commentary Solution
• Have a Look! application functionality, frontend integration
• Not enough? handling your own logic
W H Y
C O M M E N T I N G ?
© 2013 SAP AG. All rights reserved. 5
Comments add a message to your data
analyzes the raw data
adds a comment explaining the
current figures
reviews data and comment
releases or rejects the report
and comment
consumes data and additional
information for quick decisions
EVA Tree Raw Material prices Net working capital
Business Analyst
BU Manager
BA Manager
1
2
3
4
5
H O W T O
C O M M E N T ?
© 2013 SAP AG. All rights reserved. 7
There are different levels of comments start making use of them
comment on report or keyfigure level
comment on detail or line level
use comments for
differnet purposes as
summaries, tasks / todos,
notes for the next processor or
final remarks
O N E
S O L U T I O N !
© 2013 SAP AG. All rights reserved. 9
The SAP BO commentary solution is all you need
consume comments across all SAP BusinessObjects solutions
Dashboard Design / Xcelsius
Crystal Reports
Web Intelligence
Design Studio
Analysis for Office
SAP BEx
store comments at any level of detail
Report, Line, Key Figure, Characteristic, Hierarchy Nodes or combination of those
create comments directly from within the report
workflow guided commenting process
use plain text or formatted comments with unlimited length*
have one central solution for managing comments in SAP BW
(single point of truth and single point of entry)
* some restrictions apply depending on client
© 2013 SAP AG. All rights reserved. 10
Interface
Document
Repository
Framework • Read Interface
• Write Interface
• Services
SAP BO Tools
Presentation
Layer
Commentary Framework
SAP BEx
Dashboard Crystal Reports
Web Intelligence
Design Studio
Analysis for Office
Application
SAP NW Document
Repository
Services Authorization Document History (Change-Log)
Workflow
Document Management
Period-Locking
General Services
Customer
specific
Document
Repository
This is how it works overall architecture of the SAP BO commentary solution
H A V E A
L O O K !
© 2013 SAP AG. All rights reserved. 12
The commenting application is your main point of entry
built in document workflow comment any combination
of values on any level use SAP standard authorizations and roles
additional information
for administrators
formatted text
with unlimited length tracking document history
© 2013 SAP AG. All rights reserved. 13
Grant access via SAP authorizations and roles
Editor
Reviewer
Period Admin
Administrator
creates and changes comments within his responsibility
e.g. profit center controller
reviews and releases saved comments
e.g. profit center parent node controller
optional: separate role for unreleasing (e.g. his/her manager)
handles period locking
e.g. chief controller
optional: separate role for re-opening closed periods (e.g. his/her manager)
maintains the commentary application
takes care of customizing the application
e.g. solution responsible IT
Reader
consumes comments with the report in different ways
e.g. enduser in that area
© 2013 SAP AG. All rights reserved. 14
Use workflow functionality for your commenting process
New Saved Released
save
release
unrelease
New comment has been created by editor
Saved comment is still changable, visible only to editors
Released comment is locked against changes, visible to consumers
can be unreleased only by authorized persons
(not necessarily same as reviewer)
Editor Reviewer
1 2
Reader
consume
© 2013 SAP AG. All rights reserved. 15
Set standards with commentary templates
create your own templates for recurring tasks use previous period’s comment as template
use different templates for different
reporting scenarios
© 2013 SAP AG. All rights reserved. 16
Secure reported information against changes
period open create and change comments
period locked comments cannot be changed any more
lock closed periods at any level and for any combination of objects
you don’t even need a time characeristic
© 2013 SAP AG. All rights reserved. 17
Do it with Design Studio! The new standard for web based reporting and dashboarding
direct link to
commenting application
© 2013 SAP AG. All rights reserved. 18
Do it with Analysis for Office! capture your comments in Analysis for Office
get the new ribbon for the SAP BO
commentary solution
create and change your comments
with Excel standard functionality
and manage them with the SAP BO
commentary solution
Consume your comments either via
Excels standard functionality or
show them in cells of the resultset
© 2013 SAP AG. All rights reserved. 19
show comments on
any level anywhere
in the dashboard
Do it with Dashboard Design! your tool of choice for highly interactive reporting
create and change
your comments
directly within the
dashboard
(optionally)
show status of
comment
© 2013 SAP AG. All rights reserved. 20
direct link to
commenting application
For desktop or mobile
consumption For desktop or mobile
consumption
Do it with Web Intelligence! on desktop or mobile
© 2013 SAP AG. All rights reserved. 21
Do it with Crystal Reports! for highly formatted reporting or scheduled reporting books
direct link to
commenting application
show the status of a
comment
comment on any
level of detail
N O T
E N O U G H ?
© 2013 SAP AG. All rights reserved. 23
the customizing options allow you to align the application to the your system specification,
e.g. naming conventions.
for maximum flexibility the
application offers additional
enhancement spots for your own
customer specific coding.
There is a BAdI definition for
example that allows you to
implement or reuse your own
period locking logic without
having deep knowledge of the
solution’s standard logic
Enhance the application with your own logic! if you have special requests
T E C H N I C A L
S T U F F
© 2013 SAP AG. All rights reserved. 25
Netweaver:
BW 7.0 recommended
additional features with BW 7.4
BI:
• BI 4.0 recommended
• Enhanced Universe and Crystal Reports Enterprise support with BI 4.1
• Some restrictions with 3.x
Design Studio
• 1.2 recommended
• Some restrictions (formatting) with 1.1
Technical Information prerequisites
For more Information
Christoph Kretner Victor Saiz Castillo
Solution Owner Solution Specialist
christoph.kretner@sap.com victor.gabriel.saiz.castillo@sap.com
top related