Post on 30-Dec-2015
Working with Dashboards
Customizing DashboardsA step by step approach
Joel HarrisSAP Business One Solution Expert UKISME Solution Portfolio Development
Working with Dashboards
Agenda
IntroductionTechnical requirementsFrom idea to implementationEnhancementsLicensingQuestions
SAP Business OneRoadmap Pre-delivered Dashboard
We plan to deliver predefined dashboards to provide most users with standard business monitoring capabilities important for customers in the target market of SAP Business One.
We plan to ship about 10 dashboards, over time. Each dashboard can consist of a multiple information sections
List of roles & dashboards under consideration with their current planned dates (subject to change):
Account receiveble management (Financial management) (8.8 PL12)Sales analysis management (8.8 PL12)Service call managment (8.8 PL12)Liquidity managment (8.81)BP / item managment (8.81)Production/MRP managment (8.81)Inventory management (8.81 2011/Q1)Purchase analysis / item cost managment (8.81 2011/Q2)C-level decision making dashboards (2011/Q4) Sales Opportunity& Qoutations management.Company process control managment.Finanical managment ratios managmentProject managment / cost center
Partners and customers also have the opportunity to developed customized dashboards and run these in B1. In these cases a SAP Crystal Dashboard design license and a dashboard viewing license is needed.
With 8.81, we move from ‘preview’ to ‘volume ready’ status of the dashboad capabilities.
Working with Dashboards
Customizing DashboardsA step by step approach
IntroductionTechnical requirementsFrom idea to implementationEnhancementsLicensingQuestions
Database system
B1 Integration Component
Server sideClient side
Working with DashboardsUnderstanding the infrastructure
© SAP 2007 / Page 5
Company 2Company 1
B1i Framework
Dashboard Mobile ….
B1iF
The cockpit runs on the client side
Optimal performance due to server based processing
Working with DashboardsTechnical requirements
© SAP 2010 / SAP Business One 8.82 minor release – SRS 2787 / Page 6
GeneralSAP Business One versions 8.8 PL12 or higher
Server installationSAP Business One Integration Component (B1iC)This installs the following services on the server Integration Server Event Sender DI ProxyInstallation prerequisite is Java Development Kit Standard Edition 5.0.See Installation_Guide_for_the_Integration_Component.pdf.
Client used for dashboard designSAP Business Object Xcelsius 2008 Fix Pack 3.1 or higher
Step 1 – Installation SAP Crystal Dashboard Design or SAP BusinessObjects Xcelsius Enterprise 2008 Service Pack 3.0
(https://service.sap.com/~sapidb/011000358700000879362009E)
Step 2 - Upgrade to Fix Pack 3.1 or higherAvailable at http://www.sdn.sap.com/irj/boc/downloads
and select “Get SAP Crystal Solutions Downloads” for the software product “Xcelsius, Product version “2008” and select “Excelsius Enterprise 2008 Fix pack 3.1” or higher
Dashboard Packaging Wizard (B1DW):Download from the SCN at http://www.sdn.sap.com/irj/sdn/businessone
.
Working with Dashboards
Customizing DashboardsA step by step approach
IntroductionTechnical requirementsFrom idea to implementationEnhancementsLicensingQuestions
Customizing your dashboardsFrom idea to implementation
Design your required dashboard and data definitions
Design Xcelsius dashboard
Export the Xcelsius dashboard into a flash
Import the Dashboard Package in the target SAP Business One system and activate it for the users.
Create a deployment package of the Dashboard(s) with SAP Business One Dashboard Packaging Wizard (B1DW)
Design
Dashboard
Flash
Deploy
Activate
Generate the User Query(s) in SAP Business OneQuery
Customizing your dashboardsFrom idea to implementation
Design
Dashboard
Generate
Deploy
Import
Design phase
What do we want to do?
What data do we need?
How should it look?
What query/queries shall be created?
Query
Customizing your dashboardsFrom idea to implementation
Design
Dashboard
Generate
Deploy
Import
Create your Query in SAP Business One
Path: Tools / Queries / Query generator (wizard)Use your select or stored procedures
Example:
SELECT TOP 10 T0.[CardCode], T0.[Balance], T0.[CreditLine] FROM OCRD T0 WHERE T0.[CardType] = '[%0]' ORDER BY T0.[Balance] DESC
Query
Customizing your dashboardsFrom idea to implementation
Design
Dashboard
Generate
Deploy
Import
Design Xcelsius dashboard
Copy / Create manually snapshot of data in the xls area of the Xceslius Design standard Xcelsius dashboard Store the B1 Category, Name and parameters of the user query in the specific list Create data source XML dataQuery
URL : design: http://<Server>:8080/B1iXcellerator/exec/ipo/vP.001sap0004.in_HCSX/com.sap.b1i.vplatform.runtime/INB_HT_CALL_SYNC_XPT/INB_HT_CALL_SYNC_XPT.ipo/proc?bpm.pltype=xml&bpm.encoding=utf-8runtime: proc?bpm.pltype=xml&bpm.encoding=utf-8Send : parameters from the specific list (B1 Category & User query name & parameters)Load : the area where to upload data from the user query
Customizing your dashboardsFrom idea to implementation
Design
Dashboard
Generate
Deploy
Import
Export Xcelsius dashboard into a Flash file
Before the export, we need to switch XML Data URL as the relevant path(proc?bpm.pltype=xml&bpm.encoding=utf-8)
File / Export / Flash (SWF). SWF name may not contain spaces!Query
Customizing your dashboardsFrom idea to implementation
Design
Dashboard
Generate
Deploy
Import
Package the Dashboard(s) with SAP B1DW
New Add-on B1DW register add-on run the add-on Tools / Dashboard Packaging Wizard
Available on SDN Result : Dashboard package – zip file
Specify what is in the package (query / dashboard (flash file) / html file)
Query
Customizing your dashboardsFrom idea to implementation
Design
Dashboard
Generate
Deploy
Import
Import the Dashboard Package in the target SAP Business One
Administration / Setup / General / Dashboard manager / Import B1 Category and User queries are created in target company Dashboard is uploaded
Activate the Dashboard for users (General Authorizations)Query
Working with Dashboards
Customizing DashboardsA step by step approach
IntroductionTechnical requirementsFrom idea to implementationEnhancementsLicensingQuestions
Customizing your dashboards Enhanced feature: What-If analysis
Using dials/sliders in the dashboard for simulations
Standard feature of SAP Crystal Dashboard Designer :Define the cell with the variable Add necessary calculations / formulas using this variable into the spreadsheet Add Dial / Slider into your dashboard referring to the cell with the variable
© SAP 2010 / SAP Business One 8.82 minor release – SRS 2787 / Page 16
Customizing your dashboards Enhanced feature: Drill-down to B1 object
Click on the specific code in the dashboard (Item, BP, …) opens the related B1 form
SAP Crystal Dashboard Design : using Selectors / Drill-down and xls functions store the code (object index) to the specific field
Create FS Command (Data Manager) name command Parameter
point to the filed with the code
B1DW : in step FSCommand Information
FSCommand Object
© SAP 2010 / SAP Business One 8.82 minor release – SRS 2787 / Page 17
Working with Dashboards
Customizing DashboardsA step by step approach
IntroductionTechnical requirementsFrom idea to implementationEnhancementsLicensingQuestions
© SAP 2010 / Page 19
Dashboards in SAP Business OneHigh Level Summary of License Requirements
1. No extra license is needed to run the pre-delivered dashboards from SAP Business One.
2. To create additional dashboards solution and license is needed. Recommended solution is SAP Crystal Dashboard Designer, Departmental Edition (approx 480 Euro)
3. Partners designing dashboards for ‘commercial’ purposes need an OEM contract with SAP.
4. Additional SAP Crystal Dashboard Viewing License is needed for the customer to be allowed to view / use / run these customized dashboards. There is special pricing related to viewing dashboards in B1, released at the end of last year.
5. Customers can purchase licenses on the SAP website or request their B1 partner to purchase the licenses for them.
6. B1 partners can purchase the licenses from a BOBJ distributor and will typically receive a margin.
© SAP 2010 / Page 20
Viewing/running/using pre-delivered dashboard from SAP Business One
SAP Business One customers are allowed to view/run up to 30 pre-delivered dashboards from SAP (currently this is 3 predelivered dashboards) without having to purchase any additional licenses (either B1 or SAP Crystal Dashboard).
If the customer wants to create new / additional dashboards and/or view(run) these custom dashboads, the customer needs to puchase SAP Crystal licenses. Different licenses are needed for designing dashboards and viewing (running) dashboards.
© SAP 2010 / Page 21
Important to keep in mind when choosing a SAP Crystal product
Dashboards in SAP Business One need more than 2 connections to the database. Some BOBJ products & licenses do not allow more than 2 connections.
Dashboards in SAP Business One access live data stream. Some BOBJ products & licenses only allow access to static data.
SAP Business One operates a name user license concept. Some BOBJ products have named user licensing but others have concurrent user licensing. While neither option will create any technical problems, it might be an idea to stay with named user licenses for simplicity and consistency with the B1 user licenses.
SAP Crystal Report Server NUL products allow users to view dashboard, SAP Crystal Report Server CAL do not.
The SAP Crystal products mentioned in this slide deck are aligned with the above points.
Note: The user need to have Microsoft Excel 2003 or 2007..
Please check SAP Crystal webpages and SAP Business One dashboard document for the full & current list of software requirements.
© SAP 2010 / Page 22
Designing Customized DashboardsLicense Requirements
SAP Crystal Dashboard Designer, Departemental EditionThis is one of the basic products that can be used to design a dashboard. It allows one named user to design dashboards. This user (but no other users) can also view the created dashboards (run time). The normal price for this product is approx 880 Euro, in limited offer now for approx 480 Euro. See more details
B1 partners with a valid design license are allowed to design customized dashboards for individual customers as long as they do not charge for the dashboard itself. However, they are allowed to charge the customer for the consultanty time involved in creating the dashboard.
Under the standard design license, B1 partners are not allowed to design dashboards for commercial purposes (they can not sell the dashboard to one and/or multiple customers). To do so, a special OEM contract with SAP BOBJ is needed. (See here link to SAP OEM homepage)
Free trail software can been downloaded for a period of 30 days.
© SAP 2010 / Page 23
Viewing / Running / Using DashboadsLicense Requirements
A customer with only B1 user licenses is not allowed to view/run any other dashboard than the ones that are predelivered by SAP (currently this is 3 dashboards).
Technically, additional customized dashboards will run on customer‘s system. However, commercially the customers is not allowed to do so.
If the customer wants to view/run customized dashboards (for example, a dashboard that a partner developed for them), they need a ‚viewing license‘.
1. SAP Crystal Dashboard Designer, Departmental Edition. This product allows one named user to design dashboards. This user (but no other users) can also view the created dashboards (run time). The normal price for this product is approx 880 Euro, in offer now for approx 480 Euro. See more details
2. SAP Crystal Dashboard Design, Viewing Option. This product allows one named user to view dashboards. Normal price 200 euro, there will be special pricing for running in B1 only, the equivalent of 95 euro
3. SAP Crystal Report Server, Named User License (NUL)This product allows from 5 named users to view dashboards. In addition, the product offers valuable capabilities like report scheduler, cluster all reports and dashboard on one server, etc (more), Approx end user price is 1990 euro. NB This product does not include any design license.
© SAP 2010 / Page 24
SAP Business One Specific Pricing
© SAP 2010 / Page 25
Purchasing SAP Crystal Dashboard Licenses
For a B1 Partner, it is not possible to purchase dashboard licenses from SAP in the same way as purchasing B1 user licenses. Dashboard tools and user licenses are not on the B1 pricelist. The products needs to be purchased from the BOBJ channel
B1 Customers can purchase SAP Crystal Dashboard licenses via SAP website. The order will typically be fullfilled by an agent of SAP. (online store).
B1 partners can purchase products from BOBJ distribitors (find a distributor).
Prices can vary between markets and distribitors. In this presentation, the approximate end user prices excl VAT in Europe has been given for an idea of the price level. Please contact local distributor for more precise pricing information.
Free trial software can been downloaded for a period of 30 days.
B1 customers can purchase directly via SAP website for ‚end user prices‘
B1 partners can purchase via a distributor
© SAP 2010 / Page 26
Customizing your dashboards Additional materials
SAP Crystal Presentation Designer (Xcelsius)Youtube: http://www.youtube.com/user/Xcelsius2008
Channel Partner Portal: https://service.sap.com/~sapidb/011000358700000425512009E#_Xcelsius
SAP Business Objects HelpUser manual: http://help.sap.com/businessobject/product_guides/xcelsius2008/en/Xcelsius2008_user_guide_en.pdf
Commercial booksCrystal Xcelcius for Dummies: http://www.amazon.com/Crystal-Xcelsius-Dummies-Michael-Alexander/dp/0471779105/ref=sr_1_4?ie=UTF8&s=books&qid=1284637944&sr=8-4Xcelsius 2008 - Dashboard best practices: http://www.amazon.com/Xcelsius-2008-Dashboard-Best-Practices/dp/0672329956/ref=pd_bxgy_b_text_b
More information on innovations and Dashboard Creation/LicensingSAP Channel Partner Portal: http://channel.sap.com/sbo/innovations
Working with Dashboards
Customizing DashboardsA step by step approach
IntroductionTechnical requirementsFrom idea to implementationEnhancementsLicensingQuestions