Using Xcelsius 2008 with SAP NetWeaver BW

Transcription

1 Using Xcelsius 2008 with SAP NetWeaver BW Applies to: Xcelsius 2008 Enterprise Service Pack 02 (and higher) SAP NetWeaver BW 7.0 Enhancement package 01 Service Pack 05 (and higher) Summary In this short article you will use the SAP NetWeaver BW direct connectivity with Xcelsius Author: Company: Ingo Hilgefort SAP Created on: 8 June SAP AG 1

2 Table of Contents Xcelsius 2008 and SAP NetWeaver BW Data Connectivity Overview... 3 Copyright SAP AG 2

3 Xcelsius 2008 and SAP NetWeaver BW Data Connectivity Overview With Xcelsius 2008 Service Pack 02 combined with SAP NetWeaver BW you can now connect Xcelsius directly to SAP NetWeaver BW and I thought I provide some more details on how this connectivity works and what kind of meta-data it offers based on your SAP BW system. First of all you need to fulfill the following technical pre-requisites: SAP NetWeaver BW 7.01 (SAP enhancement package 01), Service Pack 05 SAP BusinessObjects Xcelsius Enterprise 2008 Service Pack 02 SAP Frontend 7.x installed on the client with BI Add-Ons In addition, this new connectivity is based on the BI Consumer Services. Therefore, you need to have the BI ABAP and BI Java stacks deployed. You can find further details in note and Most of you are familiar with the image shown below outlining all the different options how to connect Xcelsius to your SAP landscape. This image does also include the new connectivity option where you can connect Xcelsius directly to your SAP NetWeaver BW system. When you leverage this new connectivity you can expect Xcelsius to leverage the existing meta-data from your BW query. The here shown table outlines how Xcelsius will leverage the meta-data: 2010 SAP AG 3

4 SAP NetWeaver BW query element Characteristic Hierarchies Key figures Calculated and restricted Key figures Filter Navigational attributes Display attribute Variables Xcelsius 2008 Each characteristic in the actual dataset is retrieved based on the settings (such as the key and short, medium, and long texts) in the SAP NetWeaver BW query. In addition, each characteristic is also available with a list of members that you can use for filtering or providing a list of values for variables. Each level of the hierarchy is presented as a column in the data set. The depth of the hierarchy depends on the configured number of levels in the BEx Query Designer. Each key figure can be shown as a plain numeric value or as a formatted value based on the user preferences. This choice can be made for each SAP NetWeaver BW connection configured in the Xcelsius Designer Data Manager. Each calculated or restricted key figure is treated like a regular key figure. The user does not have access to the underlying definition in the Xcelsius Designer. Filters are applied to the underlying query. The user has access to the configured filter values and can use those values for display purposes. The user can also set additional filter values for characteristics from the underlying SAP NetWeaver BW query during the runtime of the Xcelsius object. Navigational attributes are treated the same as a characteristic. Display attributes can be used for a list of values and can become part of the overall dataset. In the actual data set, a display attribute can only be shown with the actual characteristic. Variables from the SAP NetWeaver BW query are transferred to Xcelsius as part of the connection. They are shown as variables in the Input Values area of the SAP NetWeaver BW connection settings SAP AG 4

5 In the next couple of steps I will use an example query and explain how the elements are made available to you in the Xcelsius Data Manager. My sample SAP NetWeaver BW query is based on the SAP NetWeaver Demo model InfoProvider 0D_NW_M01. Our BW query contains three characteristics and two keyfigures and we also included a variable for characteristic Country SAP AG 5

6 Now to connect Xcelsius to the BW query: 1. In the Xcelsius Designer us the menu Data > Connections 2. Use the Add button and select the option SAP NetWeaver BW 3. Click on the button Browse. You will be asked to logon to the SAP system and can then select the BW query. 4. After you connect to the BW query all the elements are shown in the Input and Output Values. The Input area includes: Filters Variables The Output area includes: Variables Characteristics Information about the BW query Static Filter information Error Messages The variables are listed in the Input and Output area. In the Input area you actually can send values to be used by those variables and in the Output area you can receive the list of members (F4 help) SAP AG 6

7 If we start with the Characteristic information in the Output area here for characteristic Country, we can see that for each characteristic we also have been provided with fields which we can use to create lists of members. This is helpful when we build selectors in Xcelsius so that we can retrieve the list of members and the data from the same connection. In the Variables area of the Output we also retrieve additional information such as the label or display string and we also retrieve the necessary fields to create a list of members. This might now initially look strange as this seems to provide the same information as the characteristics area, but remember that you might have variables in your BW query without actually including the characteristic into the BW query (example: a restricted keyfigure filtered by Calendar Month without referencing calendar month in the query) SAP AG 7

8 The Static Filter area in the Output Area provides you the information about all the filters which already have been created in the underlying BW query so that you can display this information as part of your dashboard and the user then can identify all configured restrictions. The Information area provides access to more detailed information about the SAP NetWeaver BW query. You might be familiar with these items from the BEx Analyzer tool, where they are called BEx Textelements SAP AG 8

9 The Messages are allows you to include upcoming error messages and display this information as part of your dashboard SAP AG 9

10 After finishing with the Definitions tab, click the Data Preview tab. Here you can preview the data as well as rearrange the elements from the SAP NetWeaver BW query to form the data structure for your Xcelsius dashboard. The initial view in the Data Preview will be based on the placement of the characteristics in the BW query, but the real power of the Data Preview is that you can re-arrange the elements as you need them. This functionality is really helpful as you can now have a single BW query re-used several times but for each connection in Xcelsius this single BW query might provide a different level of aggregation as you can define the actual to be retrieved data set in the Data Preview tab. In addition, the Data Preview shows you which elements from the characteristics are available for your query.the new Xcelsius connectivity uses the display settings from the underlying SAP NetWeaver BW query. So the Data Preview tab also shows you how many columns to expect for each characteristic SAP AG 10

11 All the changes you do will have an impact on the actual data being returned. The data being returned is also in the Output values and named Cross Tab Data. The Cross-Tab Data element represents basically the data set you configure in the Data Preview Tab. Now it is really important to also understand the actual structure of the returned data. The image above shows a data set returned to Xcelsius based on two keyfigures and a single characteristic. As you will notice the first row includes labels and the second row includes the Unit information for the keyfigures. In our example the last row includes the overall result. The overall result is something you can configure to be shown or hidden for each characteristic in the Display Settings in the BW query. Now in the next couple of steps we will use the new data connectivity with the SAP NetWeaver demo model and create our first Xcelsius dashboard SAP AG 11

12 In our dashboard we want to show the numbers broken down by month and by Product. For our BW query this means we need to have the Calendar month and Product Group as part of the BW query. In the BW query as shown in we have the characteristic Product and the characteristic Cal. Year / month in the rows and several keyfigures in the columns. The keyfigures represent the Net Sales, Product Costs, and Open Order Value. The BW query is based on the NetWeaver Demo model InfoProvider 0D_ND_M Start the Xcelsius Designer via START PROGRAMS XCELSIUS XCELSIUS Select the menu DATA CONNECTIONS. 3. Click ADD. 4. Select the entry SAP NETWEAVER BI CONNECTION SAP AG 12

13 5. Click BROWSE. 6. Logon to your SAP system. 7. Select the BW query. 8. Navigate to the DATA PREVIEW tab. 9. Move the characteristic CAL.YEAR / MONTH to the FREE CHARACTERISTICS area SAP AG 13

14 10. Click REFRESH DATA PREVIEW to see a preview of the resultset. The Data Preview allows you to change the view on top of the actual BW query. This provides you the option to leverage one query several times because in the Data Preview you basically define the level of aggregation. 11. Navigate back to the tab DEFINITION and enter Data by Product as the name for the connection. 12. Click ADD. 13. Select the entry SAP NETWEAVER BI CONNECTION. 14. Select the newly created connection. 15. Click BROWSE. 16. Select the BW query again. 17. Navigate to the DATA PREVIEW tab. 18. Move the characteristic PRODUCT to the FREE CHARACTERISTICS area SAP AG 14

15 19. Click REFRESH DATA PREVIEW to see a preview of the resultset. 20. Navigate back to the tab DEFINITION and enter Data by Calendar Month as the name for the connection. 21. Click ADD. 22. Select the entry SAP NETWEAVER BI CONNECTION. 23. Select the newly created connection. 24. Click BROWSE. 25. Select the BW query. 26. Navigate to the DATA PREVIEW tab. 27. Move the characteristic Product to the FREE CHARACTERISTICS area. 28. Click REFRESH DATA PREVIEW to see a preview of the resultset. 29. Navigate back to the tab DEFINITION and enter Data by Calendar Month (DRILL) as the name for the connection. 30. Click Close SAP AG 15

16 We will now prepare the embedded spreadsheet a little bit to organize all the elements better. We have two connections for the data, we need a way to select the option to summarize the data by Product or Calendar Month and we will need an area to store the selections done by the user; overall this means we might need six sheets in our spreadsheet and four connections to organize things. 1. Navigate to the embedded spreadsheet. 2. Right click on the tab SHEET Select the menu INSERT and select a worksheet. 4. Repeat these steps to add another two sheets so that you have overall four sheets in the embedded spreadsheet. 5. Change the names of the sheets as follows: Sheet 1: Settings Sheet 4: Sales by Month (Drill) 6. In our first sheet (Settings) enter the following text: Cell A1 :Summarized by: Product Cell B2: 1 7. Select the menu VIEW COMPONENTS. 8. Drag and drop the RADIO BUTTONS component from the Category SELECTORS to the top left corner of your canvas. 9. Right click the new components and select the menu item PROPERTIES 10. Use the button next to TITLE and set it to cell A1 in our sheet Settings. 11. Use the button next to LABELS and select cells A2 and A3 in our sheet Set the INSERTION TYPE to VALUE. 13. Use the button next to SOURCE DATA and select cells B2 and B3 in our sheet Settings. 14. Use the button next to DESTINATION and select cells B6 our sheet Settings. 15. Enter the text Selected value in cell A6 in our sheet Mark the value B6 in sheet 1 with a yellow color. You just created two radio buttons that will use the text stored in the embedded spreadsheet for display purposes and the values as the selected value. The user selection will be stored in a cell as well so that we can use it later on to hide or unhide a chart depending on the choice the user made. 17. Drag and drop a COLUMN CHART from the category CHARTS to your canvas and resize it so that it uses about half of the height of your canvas and three quarters of the width. 18. This chart will be the chart for showing the Net sales per product. Before we now configure the properties we need to configure the data retrieval. 19. Select the menu DATA CONNECTIONS. 20. Select the connection DATA BY PRODUCT we created and navigate to the tab DATA PREVIEW. 21. Click the button REFRESH DATA PREVIEW to verify the structure of the data set. You should see two columns for the Product and three columns for the keyfigures SAP AG 16

17 22. Now navigate to the tab DEFINITION. 23. In the OUTPUT VALUES are select the top entry CROSS-TAB DATA. 24. Use the button next to INSERT IN and select a range of five columns and fifty rows (5x50) in our sheet SALES BY PRODUCT in the embedded spreadsheet. 25. Click OK. 26. Navigate to the USAGE tab. 27. Select the option REFRESH ON LOAD. 28. Click CLOSE in the DATA MANAGER. 29. Navigate to the SALES BY PRODUCT in the embedded spreadsheet and mark the area that we just used with a green color. 30. Right-click on the column chart in the canvas and select the menu PROPERTIES. 31. Enter Net sales by product as title for the chart and remove the subtitle. 32. Select the option BY SERIES for the DATA and use the + symbol to add a series. 33. Enter NET SALES for the NAME of the series. 34. Use the button next to VALUES (Y) and select the range C3 to C50 in our sheet Sales by Product. Remember that the first two columns were the Product key and Product description and that the first 2 rows contain meta data 2010 SAP AG 17

18 35. Use the button next to CATEGORY LABELS (X) and select the range B3 to B50 for the Product descriptions. 36. Navigate to the tab BEHAVIOR of the PROPERTIES. Select the tab COMMON 37. Activate both options IN SERIES and IN VALUES for the option IGNORE BLANK CELLS. 38. Navigate to the tab SCALE from BEHAVIOR. 39. Activate the option FIXED LABEL SIZE to shorten the numbers on the Y-Axis. 40. Navigate to the tab COMMON from the BEHAVIOR area. 41. Use the button next to STATUS for the DYNAMIC VISIBILITY and select the cell B6 from our sheet Settings, which is the cell where we store the user selection from the radio buttons SAP AG 18

19 42. Set the KEY to the value 1, in that way when the user selects the summary by product the chart will be shown; otherwise it will be hidden. At this point we have an Xcelsius dashboard which allows us to select between a summary by PRODUCT or CALENDAR MONTH, and in case we select the PRODUCT it shows the chart. 43. We will now add the second chart to our canvas and as first step we will use the OBJECT BROWSER and hide the chart. 44. Select the menu VIEW OBJECT BROWSER. 45. Select the option to hide the chart from your canvas. 46. Drag and drop a COLUMN CHART from the category CHARTS to your canvas and resize it so that it uses about half of the height of your canvas and three quarters of the width and overlaps with the chart we created previously. Here you can also select both charts in the OBJECT BROWSER and use the menu FORMAT MAKE SAME SIZE to align the size of both charts. 47. Select the menu DATA CONNECTIONS 48. Select the connection DATA BY CALENDAR MONTH and navigate to the tab DATA PREVIEW. 49. Click the button REFRESH DATA PREVIEW to verify the structure of the data set. You should see one column for the Calendar month and three columns for the keyfigures. 50. Now navigate to the tab DEFINITION. 51. In the OUTPUT VALUES are select the top entry CROSS-TAB DATA. 52. Use the button next to INSERT IN and select a range of four columns and fifty rows (4x50) in our sheet SALES BY MONTH in the embedded spreadsheet. 53. Click OK. 54. Navigate to the USAGE tab. 55. Select the option REFRESH ON LOAD. 56. Click CLOSE in the DATA MANAGER. 57. Navigate to the sheet SALES BY MONTH in the embedded spreadsheet and mark the area that we just used with a green color SAP AG 19

20 58. Right-click on the column chart in the canvas and select the menu PROPERTIES. 59. Enter Net Sales by Month as title for the chart and remove the subtitle. 60. Select the option BY SERIES for the DATA and use the + symbol to add a series. 61. Enter NET SALES for the NAME of the series. 62. Use the button next to VALUES (Y) and select the range B3 to B50 in our sheet SALES BY MONTH. Remember that the first column is the Calendar month and the first 2 rows contain meta data. 63. Use the button next to CATEGORY LABELS (X) and select the range A3 to A50 for the Calendar month descriptions. 64. Navigate to the tab BEHAVIOR of the properties. Select the tab COMMON. 65. Activate both options IN SERIES and IN VALUES for the option IGNORE BLANK CELLS. 66. Navigate to the tab SCALE from BEHAVIOR. 67. Activate the option FIXED LABEL SIZE to shorten the numbers on the Y-Axis. 68. Navigate to the tab COMMON from the BEHAVIOR area. 69. Use the button next to STATUS for the DYNAMIC VISIBILITY and select the cell B6 from our sheet Settings, which is the cell where we store the user selection from the radio buttons. 70. Set the KEY to the value 2, in that way when the user selects the summary by calendar month the chart will be shown; otherwise it will be hidden. 71. Select the menu SAP PUBLISH to save the Xcelsius dashboard to your SAP NetWeaver BW system SAP AG 20

21 72. Enter a description and technical name for your Xcelsius dashboard. Use BI160_XX as technical name where you replace XX with your user number. 73. Select the menu SAP LAUNCH to launch the BEx web runtime and to show your dashboard. 74. You will be asked to authenticate toward the web runtime: 75. Enter the credentials for the BI Java part of your SAP system. 76. You dashboard should be presented and you should be able to switch between a view by product and calendar month 2010 SAP AG 21

22 Up to this point we created a Xcelsius dashboard showing us two different charts based on our selection for either the month or the product. We will now add a drill down chart. In our example we would like to show the numbers broken down by month in the lower level chart when the upper level chart shows the number broken down by product. 77. Drag and drop a new column chart to the canvas and place it below the existing two charts. Note: In the OBJECT BROWSER you can use the right click to open a context menu for each element of your canvas and use the menu item RENAME to configure a name for each object. In that way it is easy to differentiate each object from the others. 78. This chart should only be displayed when the upper chart shows the Net sales by Product, so we need to configure the DYNAMIC VISIBILITY property. 79. Right click on the new chart and select the menu item PROPERTIES. 80. Navigate to the tab COMMON in the area BEHAVIOR. 81. Use the button next to STATUS for the DYNAMIC VISIBILITY and select the cell B6 from our sheet Settings, which is the cell where we store the user selection from the radio buttons. 82. Set the KEY to the value 1, in that way when the user selects the summary by product the chart will be shown; otherwise it will be hidden. 83. Select the menu DATA CONNECTIONS. 84. Select the connection DATA BY CALENDAR MONTH (DRILL) we created and navigate to the tab DATA PREVIEW. 85. Click the button REFRESH DATA PREVIEW to verify the structure of the data set. You should see one column for the calendar month and three columns for the keyfigures. 86. Now navigate to the tab DEFINITION. 87. In the OUTPUT VALUES select the top entry CROSS-TAB DATA. 88. Use the button next to INSERT IN and select a range of four columns and fifty rows (4x50) in our sheet SALES BY MONTH (DRILL) in the embedded spreadsheet. 89. Click OK. 90. Navigate to the USAGE tab. 91. Select the option REFRESH ON LOAD SAP AG 22

23 92. Click CLOSE in the DATA MANAGER. 93. Navigate to the SALES BY MONTH (DRILL) in the embedded spreadsheet and mark the area that we just used with a green color. 94. Right-click the chart and open the PROPERTIES. 95. Navigate to the GENERAL area. 96. Enter Net sales by Month and Product as title and remove the subtitle. 97. Select the option BY SERIES for the DATA and use the + symbol to add a series. 98. Enter NET SALES for the NAME of the series. 99. Use the button next to VALUES (Y) and select the range B3 to B50 in our sheet SALES BY MONTH (DRILL). Remember that the first column is the Calendar month and the first 2 rows contain meta data 100. Use the button next to CATEGORY LABELS (X) and select the range A3 to A50 from sheet SALES BY MONTH (DRILL) for the Calendar month descriptions Navigate to the tab BEHAVIOR of the properties. Select the tab COMMON Activate both options IN SERIES and IN VALUES for the option IGNORE BLANK CELLS Navigate to the tab SCALE from BEHAVIOR Activate the option FIXED LABEL SIZE to shorten the numbers on the Y-Axis. Without doing any further steps the lower chart would show the data for all month, but we would like to show the Net sales for a single product which is selected in the upper level chart and therefore we need to configure now the drill down Right click on the upper level chart showing the Net Sales by Product and select PROPERTIES or you can also select the chart in the OBJECT BROWSER Navigate to the area DRILL DOWN Activate the option ENABLE DRILL DOWN Set the INSERTION TYPE to ROW Select Net Sales in the Series List 110. Use the button next to SOURCE DATA and select the cells A3 to B50 from our sheet SALES BY PRODUCT, which represents the key and description from our characteristic Product Use the button next to DESTINATION and set it to the cells B10 to C10 in our sheet SETTINGS SAP AG 23

24 We configure the upper level chart to store the first two columns of each selected element of the bar chart into the cells B10 and C10. The reason for using the key and description value is simply to ensure that we send the actual key value as filter to our BW query and not the description value, because the description value can be language dependent and is not unique. Now we need to configure the filter for our data connectivity to only retrieve the values for the single product, in case the user is setting a drill down but we also want to see the values for all products when the user shows the net sales by month and therefore we need to put in a small condition with a formula in our spreadsheet to define the correct filter Select the menu DATA CONNECTIONS and select the NetWeaver BI connection Data by Calendar Month (Drill) Navigate to the tab DEFINITION and open the entry FILTER in the INPUT VALUES area Select the entry PRODUCT Use the button next to READ FROM and select cell B10 in our sheet SETTINGS Click OK Navigate to the tab USAGE Use the button and select cell B10 as TRIGGER CELL Click OK 120. Activate the option WHEN VALUE CHANGES 121. Click CLOSE in the DATA MANAGER Right click on the lower level chart showing Net sales by Month and select the menu item PROPERTIES Navigate to the GENERAL area Use the button next to the property SUBTITLE and select cell C10 from our sheet SETTINGS; in this way the chart will show the product description for each drill down Select the menu SAP Publish to save your changes Select he menu SAP > Launch to run your dashboard You will be asked to authenticate toward the web runtime: 128. Enter the credentials for the BI Java part or your SAP system SAP AG 24

25 129. You dashboard should be presented and you should be able to switch between a view by product and calendar month and when showing the chart by product you will also see a detailed chart below and you can use the drill down capabilities of Xcelsius 2010 SAP AG 25

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