How to Instructions Business Objects Explorer. NORFOLK SOUTHERN Synergy Program Business Objects Explorer. End user instructions.

Transcription

1 How to Instructions Business Objects Explorer NORFOLK SOUTHERN Synergy Program Business Objects Explorer End user instructions Payroll

2 Amendment Record Version Date Author Revision Description 1 8/24/2012 Vesa Kemppainen 1 st version Page 1 09/10/2012

3 TABLE OF CONTENTS 1 INTRODUCTION ONLINE GUIDES & OTHER GENERIC DOCUMENTATION HOW TO LOGIN ABOUT ACCOUNTS PAYROLL INFORMATION SPACE HOW DO I? A FEW EXAMPLES TIPS... 9 Page 2 09/10/2012

4 1 Introduction Business Objects Explorer is a data mining tool that allows a user to explore, search and analyze a set of predefined data without need for a predefined report. Business Objects Explorer utilizes BWA (Business Warehouse accelerator) enabling fast results on search and analyses of a large set of data. Business Objects Explorer information space is typically based on BW infocubes so you are exploring raw data in detail. With Explorer you can: - Search large sets of predefined data in Google type fashion - Graph your results, drill down and filter - Book mark and export to excel With Explorer you cannot: - Create a large list for data dumping - Perform complex cross function reporting for operational management Page 3 09/10/2012

5 2 Online Guides & Other Generic Documentation A. End User Guide: Business Objects Help Documents can be found on the ERC > Help > Reports > Business Objects (BOBJ) > Business Objects Explorer B. Online Tutorials YouTube online tutorials are available and only take a few minutes each. Please view once before starting so you get the most out of the tool: Concept - Explore Data: Explorer 4.0 FP3 (ignore reference to HANA we are using BWA) Concept - Navigate the Interface: Explorer 4.0 FP3 Sort and Rank Data: Explorer 4.0 FP3 Change the Chart Type: Explorer 4.0 FP3 Filter Data: Explorer 4.0 FP3 Filter Based on Chart Selection: Explorer 4.0 FP3 Create a Bookmark for Data: Explorer 4.0 FP3 (to use bookmark you need to be logged on to Business Objects already) Data to a Recipient: Explorer 4.0 FP3 (to use link the recipient must be authorized and logged on to Business Objects) Page 4 09/10/2012

6 3 How to login A. Login to Business Objects via ERC B. This will open Business Objects Launchpad within the portal window a. Click F11 for larger screen C. Click on the Explorer icon on the right side of the screen Page 5 09/10/2012

7 D. Business Object Explorer will open a. You will see a list of the information spaces for which you are authorized. In this example, the user has access to HCM-PY Posting document and auditing information E. Click on the information space and BO explorer window will open. Now you can start analyzing, searching, filtering, graphing data. Page 6 09/10/2012

8 4 About Payroll Information space A. Based on BW info cube ZBHCMPY03 (Posting Document and Auditing Information Combined) data extracted from ECC Payroll postings B. Allocated to users that have access to BW Role 335 (BW HCM Payroll) a. Utilizes same authorization profile (all authorized users have access to all data C. Explorer space contains the information listed below: Navigation fields/characteristics Field Description Key Text Hier Example (Key) Employee X X John Doe Example (Description) Position X X SIGNAL MAINTAINER Job X X UNKNOWN - HOURLY Company code X X N001 Norfolk Southern Org unit X X Trans - HB Div - Dispatch Office Cost center X X X CHIEF ENGR C&S ENGINEERING Personnel Area X X 1248 KY-Danville Personnel Subarea X UNKN Division X X Operations Department X X Transportation Employee Group X A Employee Subgroup X A0 Regular Employment Status* X 3 Active Customer Specific Status* X A Active Wage type X X /101 Total gros End date In Period X 1/1/2012 End date for Period X 1/1/2012 Payroll Area X B4 Payroll type X A Payroll Identifier X D Off cycle PY date X 1/1/2012 Posting Document X G/L Account X X X Calendar month** Posting Date X 1/1/2012 **based on posting date *based on employees current value Description Measures Counter 1 Quantity Amount 3, Page 7 09/10/2012

9 How Do I? A few examples (See YouTube: Concept Navigate the Interface: Explorer 4.0 FP3) A. Top 10 wage types for N001 for 007/2012 B. Search for specific employee by name or number? Page 8 09/10/2012

10 Top 10 Cost Centers with specific wage type: 5 TIPS a. Make sure you know which measure you are using you can show up to 3 measures at one time: Page 9 09/10/2012

11 b. Remember to filter by time (month, date, fiscal period, etc) to put data into perspective c. Use search for example Nathan Jones Overtime or cleared items Dunlop or a contract number and most relevant results are presented d. You can easily create top N lists on any object in the information space. For example; top 100 invoices of the month, top 10 vendors (by amount), top 25 contracts invoiced, etc. e. Your initial view is looking at raw data. So make sure you use right filters before making conclusions, i.e. i. Which period am I looking at? ii. Do I want to look at open or closed items (or both)? iii. Do I need to filter by posting key? iv. Am I interested in certain company code or document type only? Page 10 09/10/2012