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Case Study: Advanced Techniques from Sonae

Indstria for Creating Interactive, User-Friendly


SAP BusinessObjects Web Intelligence Reports

Antonina Santos and Nelsa Santos


Sonae Indstria
Produced by Wellesley Information Services, LLC, publisher of
SAPinsider. 2015 Wellesley Information Services. All rights
reserved.

In This Session

Learn how the company uses input controls to view the same report from multiple angles
and enable quick data filtering to analyze reports based on specified criteria
Find out about new SAP BusinessObjects BI 4.1 Web Intelligence features that improve
user experience and reporting capabilities
Learn how to improve report formatting, data visualization, and user interaction
See how the company uses SAP BusinessObjects Web Intelligence BI web services to
accelerate dashboard design performance

What Well Cover

Sonae Indstria: Overview


Report performance
End-user experience
Report formatting
Dashboard design performance web services
Wrap-up

Sonae Indstria

Wood-based panels industry


Main indicators (2014)
Turnover: 1.015 Million Euros
EBIDTA: 96 Million Euros
Production: One of the worlds top producers

Sonae Indstria: Our Operations

Sonae Indstria: Our Products

Sonae Indstria: Our BI System Landscape History


1998

...

2003

DW + BO 5
Portal Lotus Notes

2004

2005

2006

2007

2008

DW + BO 6.5
Portal Lotus Notes

2009

2010

2011

2012

2013

2014

2015

DW + BOE XIR2
Portal InfoView

SAP BW + BEX
BOE XI 3.1
Portal InfoView
SAPs BO acquisition
SAP BI + BOE 4.0 4.1
Portal BI Launch Pad

SAP FI

Business focus

SAP Full Model


Rollout

Investment & Acquisitions

Restructure & Optimize

Sonae Indstria: Our BI Landscape and Architecture

Our BI Landscape and Architecture

BI Launch Pad
BI CMC

SAP BOE BI 4.1

SAP BW 7.3

SAP ECC 6.0


SAP ERP
HCM 6.0

BI Launch Pad
BI CMC

DEV (SBD)

PRD (SBP)
Import wizard Product Lifecycle management

BID

BIQ

BIP

Development

Quality

Production

BIDCLNT121

T12

Transport

TPO

HRD

T12CLNT121
T12CLNT322

BIQCLNT121

Workbench (322)

Workbench/Config. (121)
transport

BIPCLNT121

IND

HRT

TPOCLNT121

Transport

Transport

Netherlands
Portugal
Spain
Germany
France
UK
South Africa
Canada

HRP

INDCLNT121

SAP Systems Overview

Reporting: SAP BusinessObjects and SAP BW 7.3


More than 400 users
Receive data from source system more than two times per day
Different time zones
SAP ERP 6.0 single instance
More than 70 company codes and 21 plants in 7 countries
SAP modules: MM, SD, PP, QM, PM, APO, GL, AP, AR, AA, CO-PC, CCA, PCA, IOA
SAP ERP HCM 6.0 single instance
SAP Enterprise Portal

What Well Cover

Sonae Indstria: Overview


Report performance
End-user experience
Report formatting
Dashboard design performance web services
Wrap-up

10

Avoid Multi-Reports in a Document

Having one document with many reports is not legible and the
performance is bad. We opted to have separated documents.
For example:
Sales and marketing report is divided into two documents: one with Customer List and
another with Customer Key Account. Instead of having one document with 10 reports,
we have two documents with five reports.

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Avoid Multi-Reports in a Document (cont.)

Benefits of creating smaller documents:


Reduce the time it takes to load the document initially in the viewer/interface
Reduce the refresh time
Reduce the system resources needed
Improve the performance while modifying the document

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Query Stripping

Query Stripping feature optimizes the query to fetch only data which will be displayed to
the user
How to activate this option:
Edit Query Properties and select the option Enable query stripping

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Query Stripping (cont.)

How to activate this option: (cont.)


Edit Document Properties and select the option Enable query stripping

If the Query level property and the Document level property are both enabled, then the query will
be stripped. Otherwise, the query will not be stripped.

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Query Stripping (cont.)

For example: instead of creating a big document with a lot of information, we created a
document called Flat Query with only three columns. We made available a lot of objects
in order to permit all users to build tables or graphs without editing the query. We made
available the principal objects in Available Objects list and users just have to choose and
drag and drop.
Available
objects to add
in the report

The objects not selected in the report appear in bold


Always refresh the report when a new object is added in the right panel
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Query Stripping (cont.)

Benefits of query stripping:


Decreases the response time
The display of the report for the user is faster

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#TOREFRESH

In a Web Intelligence document developed over a BICS


connection, a typical message that appears is
#TOREFRESH
To avoid manual refresh, activate the Automatic option
Go to CMC and activate option in Applications Web
intelligence

In Web Intelligence tool, go to Properties Document


and select the option Automatic refresh

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Publication and Schedule

Why we use the publication:


The publication permits us to have the information customized. The user or group of
users will only receive the data by email according to the profile defined in the role in
SAP BW.
For example:
Our sales assistants receive by email a sales report (in PDF format) only with their own
customer list. They dont have access to BI Launch Pad.

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Publication and Schedule (cont.)

We define the publication and schedule in Central Management Console:


We have a specific folder for publication

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Publication and Schedule (cont.)

We define the Enterprise Recipients

Select the Group List that


will receive the report. This
Group is defined in an SAP
BW role.

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Publication and Schedule (cont.)

We specify the document format and the destination


Select the document format to be sent

Define the details to be sent: all


reports or a specific report

Configure the destination (email, report


name). The email address is defined by
the user profile in SAP BW.
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Publication and Schedule (cont.)

We fill the prompts values and recurrence type

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Publication and Schedule (cont.)

Benefits of the publication:


Maximize the security
Minimize database traffic
Easy distribution
Users dont have to wait for the refresh of the report
Users dont need to have access to BI Launch Pad

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What Well Cover

Sonae Indstria: Overview


Report performance
End-user experience
Report formatting
Dashboard design performance web services
Wrap-up

24

BI Launch Pad

Easy access organized by folders with restricted accesses. By simple clicks, the user has
access to the information.
Access to a workspace with user information according to the profile defined in SAP BW.
Each user sees their own information in a global view (dashboard) or selects the
document he wants to analyze.

Link to
documents

Dashboard

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BI Launch Pad (cont.)

Benefits of the BI Launch Pad:


Gain a comprehensive view of all information in one place
Ability to mix different content types to create unified views
Simple and easy to use (users can modify and create their own documents)
Any level of user can create and modify workspaces using drag and drop features

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Input Controls

Use input controls to create a dynamic report depending on the users selection in order
to enhance the report presentation and usability
We can select single or multiple values for filtering
Define input controls using standard windows controls such as text boxes and radio
buttons
When you select values in the input control, you filter the values in the associated
report elements by the values you selected

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Input Controls (cont.)

Input controls provide an interactive and easy way to filter the data
Users just have to select and unselect data. They can easily see what is filtering.

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Prompts Predefined

In all our reports, we defined prompts by default. When the user refreshes the document,
the Prompt screen appears with Prompts prefilled.
For example: the prompt Grid Domain (materials grouping) is filled with the value
GRIDWW. This value is defined in BEx Query Designer.

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Prompts Predefined (cont.)

Benefits of prompts prefilled:


The users dont have to fill the standard prompts
The Refresh on Open functionality purges the document automatically, but these
prompts are not purged

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What Well Cover

Sonae Indstria: Overview


Report performance
End-user experience
Report formatting
Dashboard design performance web services
Wrap-up

31

Conditional Formatting

Highlighting data with different colors helps the analysis


The user will focus on the relevant data to take the actions

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Group Values

Group values of a dimension in order to reorganize information


Users can create their own variables that produce a custom grouping based on an
existing dimensions values
IT independence!
For example: group values of Shape material dimension in two groups (CTS and PLC)
Select the dimension you want to group
Select the Group option

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Group Values (cont.)

Select the values to group and create the group

If you use Query Stripping, remember that the object that is not in the report will not be refreshed!
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Group Values (cont.)

How to use Group function with Query Stripping


You must have the dimension in your report (in a table or in a filter, )
Our suggestion: add into the report a table with the dimension and Hide it
The dimension
Shape is in bold: it
is not in the report,
so it cant be
refreshed

The dimension
Shape is not in the
report, so the Group
cant be refreshed

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Group Values (cont.)

How to use Group function with Query Stripping (cont.)

Add into the report the Shape dimension


and refresh the query

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Group Values (cont.)

How to use Group function with Query Stripping (cont.)


Now, the Shape Group is also refreshed. You just have to select the Shape table and
hide it.

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Freeze

In reading mode, you can freeze headers for columns or rows in a table to ensure that
they remain visible as you scroll through the rest of the table
Adopt Excel functionality in Web Intelligence report exploration
Open the report in Reading Mode
Select the table you want to freeze the columns
Select Freeze option at the top and select both Rows and Columns

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What Well Cover

Sonae Indstria: Overview


Report performance
End-user experience
Report formatting
Dashboard design performance web services
Wrap-up

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Web Services

Choose the connectivity that best fits the requirements


Performance (when user will see these figures, how often)
Use work already done Re-work
Can easily be changed to accommodate new data
Adapts to your BI model (Will it oblige to change my providers?)

Reviewing the connection options for your case


Using the BI Web Services is more powerful than using the basic QaaWS connection

With BI Web Services and SAP BusinessObjects Dashboards, you have a lot of flexibility to provide fast
and robust data access to your dashboards, hence improving the performance, which is your main goal
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Web Services (cont.)

Connectivity Web Services QaaWS


1. Define and develop the Web Intelligence report that will supply the information and
publish in your server

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Web Services (cont.)

Connectivity Web Services QaaWS (cont.)


2. Publish the Web Intelligence report content as a Web Service for each table in your
report

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Web Services (cont.)

Connectivity Web Services QaaWS (cont.)


3. Check and keep the Web Service URL definition. You will need to paste this into the
QaaWS data connection in SAP BusinessObjects Dashboards.

Example of possible web service name:


http://servername:8080/dswsbobje/qaawsservices/biws?
WSDL=1&cuid=AU4dMMe48bNPu7uURoi9FCE

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Web Services (cont.)

Connectivity Web Services QaaWS (cont.)


4. The next step is to access the Web Service from your dashboard. The BI Web Service
is exposed as the same SOAP interface used by QaaWS. To use the service in your
dashboard, you will add a QaaWS connection, import the service, choose a method,
and then define the input and output parameters (if needed).
Launch SAP BusinessObjects Dashboards, open the Data Connection menu,
and add a QaaWS connection. Paste the URL (see the example on the previous
slide) into the wsURL box and then click Import. In this example,
SDDash_01_proof_table from the Method drop-down list is used.

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Web Services (cont.)

Connectivity Web Services QaaWS (cont.)


Definition Input Values
Use getFromUserInstance it reads the result of a schedule/publication of a specific
user
Use getFromLatestDocumentInstance it reads the result of the latest schedule/
publication
The Web Service published is directly
linked with the place where the report is
scheduled/published

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Web Services (cont.)

Connectivity Web Services QaaWS (cont.)


Definition URL path between development/production
Define it in your spreadsheet; otherwise, you will loose the server path definition

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What Well Cover

Sonae Indstria: Overview


Report performance
End-user experience
Report formatting
Dashboard design performance web services
Wrap-up

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Where to Find More Information

http://scn.sap.com/docs/DOC-58571
Jonathan Brown, Tips for Optimizing the Performance of Web Intelligence
Documents (SCN, February 2015).
http://scn.sap.com/docs/DOC-50943
Javed Chowdhary, Create Publication to Schedule Webi Report to Dynamic
Recipients (SCN, January 2014).
http://wiki.scn.sap.com/wiki/display/BOBJ/Personalization+in+SAP+Business+Intelligenc
e+4.0+Web+Intelligence+Publications
Personalization in SAP Business Intelligence 4.0 Web Intelligence Publications (SCN,
September 2013).

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Where to Find More Information (cont.)

http://wiki.scn.sap.com/wiki/display/BOBJ/Creating+a+dynamic+report+using+Input+Cont
rols
Enrico Acchioni, Creating a Dynamic Report using Input Controls (SCN, February
2014).
http://scn.sap.com/docs/DOC-21148
Web Intelligence 4.0: Conditionally format data based on defined thresholds (SCN,
January 2013).
http://scn.sap.com/docs/DOC-49932
Web Intelligence 4.1 SP2: Group the values of a dimension (SCN, December 2013).

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7 Key Points to Take Home

Make the information available with simple documents: the user shouldnt have to find
information, it must be evident
BI Launch Pad Organize documents in a folder structure to be plug and play for the
end user
Help the end user easily manage the information with available filters, prompts,
Help the end user analyze the information by simple visualization or clicks (workspace
predefined)
Combine Dashboards with BI workspace to produce the best cockpit data information
Help the end user gain time by sending important information by email
Train the end user to modify or create simple reports in order to give them independence
from IT
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Your Turn!

How to contact us:


Antonina Santos
Antonina.santos@sonaeindustria.com
Nelsa Santos
Nelsa.santos@sonaeindustria.com
Please remember to complete your session evaluation
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