BPCNW10 Using Crystal Dashboards

SAP Business Planning and
Consolidation 10.0, version for SAP

NetWeaver
<Unit Name>
Using Crystal Dashboards
2011 SAP AG. All rights reserved. 2
Lesson Objectives
After completing this lesson, you will be able to:
Explain how to add a Crystal Dashboard to the Library and add it in to a
Workspace
Topics
1. Overview of Dashboard Design Functionality
2. Installation and Configuration
3. Designing Dashboards
4. Publishing Dashboards

Crystal Dashboards Functionality: Overview
Crystal Dashboards and SAP Business
Planning and Consolidation
Read live data
Simulate and write-back
Dashboards built dynamically using
metadata
Key Crystal Dashboard capabilities:
Provide a planning dashboard with rich
visualization attributes
Adds the capability for write back for
simple data input.

Topics

Installation and Configuration: Requirements
To run the dashboard based on flash files:
Adobe Flash Player installed on client PCs
To build the dashboard:
SAP BusinessObjects Dashboard Design
SAP EPM Add-In for Microsoft Excel
SAP BW OLE DB Provider
SAP EPM Connector
SAP Business Planning and Consolidation Data Grid(Optional)
To run the dashboard outside of BPC web client(standalone or in Excel)
Crossdomain file must be created at
http(s)://<server>:<port>/sap/crossdomain.xml
Details can be found in the EPM Office Add-Ins Master Guide
XMLA service in ICF must be activated
/sap/bw/xml/soap/xmla/ node can be activated via Transaction SICF
Details can be found in the SBOP PC 10.0 Installation Guide

Installation and Configuration: Configure the Model
Configure the Model from the Planning and Consolidation Administration Console
1. Log on to the Admin Console
2. Click Models
3. Click the Model name
4. Check Use as Source of data
5. Click Save
Installation and Configuration: Dashboard Add-Ons
Install the Dashboard Design Add-Ons
1. The EPM Connector xlx file is located in the installation
directory of the EPM add-in under the EPMConnector
folder
C:\Program Files (x86)\SAP BusinessObjects\EPM Add-
In\EPMConnector\EPMConnector.xlx
2. The BPC Data Grid xlx file is available as part of the
How-To guide on SDN.
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/librar
y/uuid/8032028f-82c7-2b10-0995-8333d8041b30
3. Install the Add-Ons from the Dashboard Design menu
4. Click Install Add-On, then choose the xlx file, then click
Close

Topics

Designing Dashboards Create the Connection
Create a new local connection
1. Launch SAP BusinessObjects Dashboard Design
2. From Excel within Dashboard Design, click the EPM tab
3. Click Report Actions, then Manage Connections
4. From the connection manager, choose Create

Choose a connection type
1. Choose Local Connection
2. Select SAP BW OLE DB Provider
3. Click Connect
Configure the connection
1. Enter the application server host
2. Select the Authentication
3. Enter the System number
4. Enter the Client number
5. Enter the Language
6. Click Next
7. Enter user and password
8. Click Logon
Choose the location
1. Select $INFOCUBE
2. Click Finish
Select the Model
1. Select the cube/model from the list
2. All models are listed in alphabetical order regardless of environment
3. You must select the cube which corresponds to the transient query cube
4. Click OK
Designing Dashboards Create a Report
Create a new report
1. Select the connection
2. Click OK
Design the new report
1. Click the Edit Report button
2. Configure the report
3. Click OK
Retrieve the Report Definition
1. In any cell, enter =GetReportDefinition()
2. Press Enter
3. XML string will be returned
Designing Dashboards Create the Dashboard
Design the dashboard
1. Select the BPC Data Grid object and drag and drop it into the layout editor
Designing Dashboards Create the Dashboard
Configure the BPC Data Grid
1. Bind the header data element to the header row
in the excel spreadsheet
2. Configure the columns, such as Alignment.
3. Bind the detail data element to the detail rows in
the excel spreadsheet.
Designing Dashboards Configure the EPM Connector
You can make the EPM add-in report dynamic by
using the EPM connector.
1. Delete the static data from the EPM add-in report
2. From the Dashboard Design menu, choose Data,
then Connections
Choose the Connector Type
1. From the Data Manager window, click Add
2. Under Add-On Connections, choose EPM
Connector
Configure the Input Details of the EPM Connector connection
1. Enter a connection name
2. Select the Application and operation
3. Enter the URL for host application server
4. Define the Report Definition value by binding it to the cell on the spreadsheet
Configure the Output Details of the EPM Connector connection
1. Click Output Details
2. Check Refresh on Load
3. Click Close
Designing Dashboards Add Connection Refresh Button
Add a connection refresh button to trigger the EPM connection
1. Drag and drop the Connection Refresh Button user interface element into the
layout editor.
2. Configure the button to trigger the EPM connector connection.
Designing Dashboards Adding Input Data Functionality
Configure the Data Grid to accept input
1. Click the BPC Data Grid object, and in the
configuration section, set the columns as Editable.

Create a new EPM connector connection
1. Set operation as Input Data
2. Select Environment and Model

Set the cell definition
1. For each dimension, set the specific member

Set the cell value definition for this connection
1. Bind the cell of the spreadsheet for this new value. In this example, the
cell for Material Cost and March 2011 is bound to this field. This value in
this cell will be written back when this connection is triggered.

Add a update button to trigger the EPM connection for Input Data
1. Drag and drop the Connection Refresh Button user interface element into the
layout editor.
2. Configure the button to trigger the EPM connector connection.
Designing Dashboards Preview the Dashboard
Preview the dashboard
1. From the Dashboard Design menu, click Preview
2. The dashboard will then be launched showing the values
Topics

Publishing Dashboards Export the Dashboard Design
Exporting the Dashboard to Flash
1. Export the Dashboard by choosing File, Export, Flash(SWF)
2. Give a name to the swf file and click Save
Publishing Dashboards Upload the Dashboard
Upload the Dashboard
1. Click the Home tab
2. Click Library
3. From the Library click
Dashboards
4. Click New, then Dashboard
5. Select the SWF file from the
location and click Upload
You may also upload the XLF file
for storage as well
Publishing Dashboards Save Dashboard Configuration
Configure the attributes of the Dashboard
1. Configure any variables
2. Click Save
Publishing Dashboards Library View
Library view shows the new Dashboard
1. Click the Refresh button
2. The new dashboard is now available in the library
Publishing Dashboards Adding to a Workspace
Create a new workspace and add the
dashboard
1. Click Workspaces
2. From the menu, click New, then
Workspace
3. In the new Untitled Workspace tab,
click Add Content
4. Choose the location of the
dashboard, then select the
dashboard file
5. Click OK
Save the workspace
1. In the new Untitled Workspace tab,
click Save Workspace, then Save
Workspace As
2. Choose the location
3. Enter the name of the workspace as
well as a description
4. Click Save
The dashboard is now added to the workspace
Lesson Summary
You should now be able to:
Explain how to add a Crystal Dashboard to the Library and add it in to a
Workspace

BPCNW10 Using Crystal Dashboards

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