8303- Demo Script for BPC - MOBI Reporting - CR-Webi - Partner Portal June 2014

©SAP AG 2010 / SAP AND PARTNER INTERNAL /SCENARIO ID: 8303

DOCUMENT CLASSIFICATION: SAP AND PARTNER INTERNAL

General Information: Cross-industrySAP BusinessObjects EPM, BI Applications, & SAP StreamworkValue ScenarioGlobal

Date Last Updated: Mar 20, 2013

DEMO SCRIPT

SAP BUSINESSOBJECTS EPM -

CR & WEBI AGAINST BPC NW V10DATASOURCE VIA MOBI OR BOE

SCENARIO – 8303

©SAP AG 2010 / SAP AND PARTNER INTERNAL /SCENARIO ID: 8303

© COPYRIGHT 2010 SAP AG. ALL RIGHTS RESERVED.

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©SAP AG 2010 / SAP AND PARTNER INTERNAL / SCENARIO ID: 8303

Table of Contents

1.1 System Landscape

1.2 Release for Used Components

1.3 Pre-Demo Steps

1.4 Demo from PC via BOE on LDL instance (reports can be demoed from Webi but are intended for MOBI)

1.5 Setup steps to enable demo from MOBI

1.6 Demo from MOBI on ipad or iphone

1.7 Meta Data synchronization between Crystal Reports & BPC

1.8 Meta Data synchronization between Webi report – Product Analysis – Sales Revenue & BPC

©SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303

1. DEMO REQUIREMENTS

1.1. SYSTEM ACCESS INFORMATION

1.1.1.System Landscape

System Landscape, this Process is built in Lean Demo Landscape - Business User Demo Image – SBO EPM 10SDC

1.2. RELEASE FOR USED COMPONENTS

Software Component Release Support Pack

SAP Business Planning & Consolidation 10.0 Netweaver SP09

SAP BusinessObjects BOE BI 4.0 FP 3 SP03

SAP Mobile BI (MOBI) 4.4.18 Build 11 (219411)

SAP Crystal Reports 2011 14.0.3.613 RTM


1.3. PRE-DEMO STEPS

Launch ABAP Server

o Login: demoadm/sbo123

Double-click the SBO CCM icon on the Desktop

Stop & then Start the Server Intelligence Agent (SIA). (Don’t use Restart)Close the Central Configuration Manager

Next on the 4604 Server, double click the SAP System Management Console icon on the Desktop


Click the D6M server & then click the Start button. Login – demoadm/sbo123

Close the Console. Click “No” when prompted.

Click Windows Start button. Log off demoadm

Launch SBO EPM Server if you are going to demo reports from BOE. (Unnecessary if demoing from MOBI)

o Login: demoadm/sbo123

Prior to your demo launch one the reports (see Step 1.4) & query the database. By doing so the reports will run much fasterduring your demo. (That first time you essentially wake up the servers.)


1.4. Demo from PC via BOE on SBO EPM server (4595 Server) on your LDL instance (note: these reports are really intended for demoing with MOBI)

What to do What you should see Notes

Note: The reports can be demoedwithout any maintenance even ifyou changed Entity descriptions inBPC Admin Console.

Reports will work as the IDs are unchanged. Entitydescriptions in the Prompts & Headers will match defaultsfor environment EPM10_DEMO_PL

If you want the prompts & headers to match the changes youmade in BPC Admin Consol refer to Step 1.7 in this script.

From Favorites launch -BI - Launchpad(wdflbmt4604)

Login: fimuser/sbo123

That user ID is setup for Single Sign-On(SSO)

Thus you won’t be prompted by thereports for login information whenthey query the database.


Launch reports from MyRecently Viewed Documents

Reports open without re-querying thedatabase.

Alternately reports can belaunched from the Documentstab


Each report has a prompt allowing youto choose the period to run the report.

The Income Statement & BalanceSheet can also be prompted for entity.

Click icon shown here to exposePrompt Panel

Choose from list(s)

Note: Prompt list in this exampleshows updated list after I hadsynched the Meta Data. (seesection 1.7 of script)

Click Apply

The report will now query BPC’sdatabase on the ABAP Server (4604server) & return the updated report.


Here are screenshots of the reports:

Income Statement:


Balance Sheet:


Operating Report:

To advance to the 2nd page of the report:


1.5. Setup steps to enable demo from MOBI

1.5.1. Pre-requisites

To demo the reports via the SAP BusinessObjects Mobile BI (MOBI) app there a few requirements you must complete on the ipad. Please refer toinstructions from SAP IT.

SAP Apple Mobile website: https://wiki.wdf.sap.corp/wiki/display/applemobile/Home

Requirements to demo the Crystal Reports with MOBI on an ipad against your LDL instance:

Your ipad or iPhone must be registered with SAP AfariaF5 Edge client app installedSAP Mobile BI (MOBI) installedOn the ipad - Settings – General – Configuration Profiles – you must have valid unexpired profiles

If you need help installing any of the above apps on your ipad open an IT support ticket under the PH-MOB component.


1.5.2. Instructions for connecting MOBI to your LDL instance

1.5.2.1. Creating a connection

Connect your ipad to the Internet via a wi-fi connectionLaunch the F5 Edge Client

From the Configuration drop-down choose SAP-VPN-WaldorffTap the Connect buttonEnter your I# as the login ID & enter the current RSA passcode returned by your RSA app or card in the password field

Launch the MOBI app on your ipad or iphoneEnter the offline MOBI password you established if promptedIn the upper right of screen tap either the gear icon or the word Connections


This brings up the Settings window

Tap “Add a Connection”

Tap “Create manually”


Enter the following:

Connection DetailsName: Make the name of the connection your LDL instance’s Request ID #Server URL: Enter the url for ABAP Server (4604 server) on your LDL instance. Note: The url for an instance changes each time youResume an instance after it has been suspended. So you whenever the url changes you will need to update this connection.CMS Name: Enter the server name for the 4604 server – wdflbmt4604Authentication: EnterpriseDefault: you can leave this turned off

Authentication DetailsUser Name: fimuserPassword: sbo123Save Password: set it to On


Example: Let’s say my request ID # is: 11065

Launch the ABAP Server (4604 server) from the “My Images” page of the BU Demo Platform wiki

Float the cursor over the top middle of the screen while the LDL is in full-screen mode. Click the “Restore Down” button when the floatingbar appears at the top of the screen.

Once the image has restored down you can see the ip address for the server in the window frame in the upper left corner

e.g. -

So based on this example I would create this connection:

Connection DetailsName: 11065Server URL: http://10.22.251.30:8080CMS Name: wdflbmt4604Authentication: EnterpriseDefault: off

Authentication DetailsUser Name: fimuserPassword: sbo123Save Password: On

Tap the Done button


1.5.2.2. Updating a Connection

When your LDL instance is resumed after being suspended it will be assigned new ip addresses. You will need to update the connection inMOBI with the new ip address for the ABAP server.

While you are performing Pre-Demo steps 1.3 as described above, note the ip address of the ABAP server.

After connecting your ipad to the VPN launch MOBI. Press the Gear icon or Connections.

Tap the Blue arrow for your connectionTap in the Server URL field. Update with the new url for the ABAP serverClick the Done Button

1.5.2.3. Deleting a Connection

To delete a connection in MOBI to a terminated instance follow these steps:

Press the Gear icon or Connections.

Swipe your finger left to right on the connection you wish to deleteThe swipe will cause the Delete button to appear. Tap the Delete buttonClick the Done Button


1.6. Demo from MOBI on ipad or iphone

What to do What you should see Notes

Ensure you have a wi-ficonnection

Connect to the VPN thru the SAP-Waldorf gateway with the F5client app

Login: your I#Passcode: RSA token #

Tap SAP BI app – (MOBI)

Enter the offline contentpassword you established forMOBI on your device.


Tap either the Gear icon orConnections

Tap the connection you createdfor your LDL instance to connectMOBI to it

Remember if you have resumedyour instance after it had beensuspended you will need to updatethe ip address in the connectionon your ipad – see step 1.5.2.2above

In order to appear on MOBI reportsmust be categorized in BOE to eitherthe Corporate\mobile category or thePersonal\mobile category.

You should see the three reports under Corporate


The reports have been categorized tothe Corporate\mobile category

IMPORTANT For optimal performance. Run one of each report typeonce before the demo. One of the CR reports, the SalesRevenue report, & the Multi-account report. This will“wake up” the servers used by the reports. Subsequentruns of the report will go MUCH faster.

How to access/demo reports follow

Tap Server buttonWith Home now appearing onthat button you should see the 3CR reports & 2 Webi reportsunder the Corporate category - AllTap Income Statement – BPC CR

Report opens to the Entity &Time Period as it was saved in CR2011.

ipad: iPhone:


You may run the report for anotherentity of time period.

ipad

In the upper right corner ofthe report’s MOBI banner are4 icons.

Tap the leftmost icon. Lookslike a circle with an arrow atthe top of the circle.

This will open the Filterwindow and bring up thePrompts for the report.

iPhone

In the lower right corner tapthe circles/arrow icon shownin red box

Ipad: iPhone:


Tap the circle with the arrowicon

This will open the Filterwindow and bring up thePrompts for the report.

Tap the Prompt to Select an Entity

Tap the Prompt to Select a TimePeriod

Ignore the fact it says making aselection is optional.

Process is the same on iPhone as on iPad


Even if you want a different entity forthe same time period select the timeperiod or the query will fail with anerror saying it needs login information


Tap the Done button Process is the same on iPhone as on iPad

To return to the Home Screenclick the Back button

Process is the same on iPhone as on iPad


Tap another report to display it inMOBI

ipad: iPhone:

Tap Balance Sheet Report


Tap Operating Report

It is a two page report.

To advance to page 2 swipe thescreen from right to left

Process is the same on iPhone as on ipad

There are two Webi Reports that can also be demoed. Thebiggest feature here is the ability to drill on the reports.

Probably best to show one Webi report or theother rather than both so you don’t get draggedinto a discussion of the limitations of one reportvs the other.


Tap Product Analysis – SalesRevenue - BPC

The Product Analysis – Sales Revenue – BPCwebi report is a report includes a grid & piechart. Both can be drilled on.

The report prompts you tochoose two filters.

Tap the Done button.

The report will now refresh.

For best performance refreshthe report once before yourdemo to “wake up” theservers.

The report has been set to refresh on open.This ensures the user receives the most up todata & meta data.

Also ensures, the report displays per whatevermeta data customizations you made asdescribed in Section 1.8 of this document.


The main thing to demo here is the user’sability to drill on both the grid & chart.

User also has the ability to change the filters &rerun the report.

Below I will show the options for drilling &filtering.

In the grid you may drill onProducts, Entities, & Time.

e.g. – Tap a Product columnheader. You get a box saying“Drill Down Product”. Tap thatbox & the grid & chart drilldown on your choice.


You can also drill on Entity(Business Unit) or Time.

When tap on an intermediatelevel like Region or Quarter youare presented with the option todrill back up or to drill furtherdown.

When you tap on a base levelmember you would only get drillup.

If you re-prompt the report bytapping the filter icon in the upperright corner you will be notifiedthe filter will reset the report tothe starting point.


Tap the Filter icon

To change the Category, tapthe category filter.

You are presented with a listof the categories in theenvironment.

The applicable categories forthis report are:

o Actualo Current Budgeto Current Forecast

Tap the category you wish to rerun the reportfor rather than the currently selected category.

To change the Currency, tapthe currency filter.

Since we are reporting acrossmultiple entities with varyinglocal currencies the applicablecurrencies for this reportwould be the two globalreporting currencies weestablished in thisenvironment:

o Euroo United States Dollar

After making sections, tap theDone icon.

Tap the currency you wish to rerun the reportfor rather than the currently selected currency.


Here is the result for example of re-runningthe report for Actual & Euro.

Tap the Send icon in theupper right corner to showoptions for sharing thisreport.

You can email other users.

You can also annotate thereport before you email it.

Tap Annotate.


In the upper right corner is atoolbar that gives you variousoptions for annotating thereport.

For example, with the firsticon highlighted (the pen icon)you can use your finger todraw a message on the reportas you see in this example.

When you are finishedannotating, tap the Done iconin the toolbar.

You are now presented withoptions for sharing the report.

Tap email.


MOBI places a hyperlink tothe report & a picture of itincluding my annotation intothe body of an email.

Address the email to yourself

Tap Send

Tap Back icon

You are now out of Annotatemode.

Tap Server icon to close thereport.


Tap on your connection

Tap the Logout icon

Close MOBI on your ipad


Go to Mail on your ipad

Tap on the message you justreceived. Subject –Product Analysis – SalesRevenue - BPC

Click the link - Tap to openthe report in SAP BIapplication

The link – Tap to open thereport in browser if clicked ona pc will launch Webi thedefault browser. After theuser logs in it will launch thereport in Webi.

The report opens to its defaultcategory & currency

You also have the ability to drill on the chartRather than drilling on the grid.


The Selected Slice shows theamount & % of the pie in thecorresponding details box.

You can drill on the SelectedSlice in the Pie Chart.

To choose another slice, dragthe blue circle that rings thechart to a new slice.

To drill on a slice double tapthe selected slice.

A toolbar pops up at thebottom of the screen. Tap theicon showing 3 downwardfacing arrowheads.


You are presented with an optionto Drill Down &/or Drill Updepending on where the selectedslice falls in the hierarchies of theProduct & Entity dimensions.

Tap the selection box to Drill.

Tap a dimension to drill on.

Tap a member to drill on.

MOBI then refreshes the report.


To drill back up double tap onthe selected slice.

The toolbar reappears at thebottom of the screen. Tap theicon with 3 downward facingarrowheads.

You are presented with a choiceto either Drill back up on thedimension you just drilled downon or to Drill down on the otherdimension.


In this example I drill down onEurope.

Here I see the results of thatfurther drill down.

I can reset the report either bydrilling back up on the dimensionsor by re-prompting the reportwhich will reset the report to itsdefault filters.

You also have the option ofshowing the report -Product Analysis –Multi-Account - BPC

Consider you may want to onlyshow one Webi report or theother so as to avoid gettingpossibly dragged into a discussionduring the demo about limitationsof each report. e.g. -

The Sales Revenue report does not consume a BEx querythus it does not understand BPC’s hierarchies.(properties are used as a work-around on simplehierarchies, it can’t handle complex ones like theACCOUNTP dimension)

The Multi-Account report does consume a BEx query &thus can understand BPC’s hierarchies but Webi doesnot support an integrated drillable chart along with thegrid produced by the BEx query.


Tap the Product Analysis –Multi-Account – BPC report.

The prompt comes up. ClickDone to refresh the report.

Reports using BEx queries have twomodes. In the first one if you drill thegrid does not expand in size. Youwould need to scroll within the grid.

Drilling works better if you change themode so the grid auto-expands.

Double tap in the gray spacebelow 2011 TOTAL.

You will see the grid swing around &the filter choices shown above thegrid disappear


You can Drill Down on anyrow or column memberwhere you see a right facingarrow

You can collapse any row orcolumn member where yousee a downward facingarrow

To re-prompt the report tapthe filter icon


Change the Category.

The prompt comes up withthe currently chosen category.

If you choose anothermember like in the far rightimage, you will need tode-select the prior choice.

I have now de-selected theprior choice.

Click the Done icon.

In the far right image we seethe new category selection.

Changing the Currency worksthe same way. If you changethe selection you mustde-select the prior selection.

To refresh the report tap theDone icon.


Changing the Account filter is more complex as thisis a hierarchy where as Category & Currency are flat.

Use the right arrow toadvance down the hierarchyas far as you wish to go.Choose a different account.

You then need to tap the Backicon to go back up thehierarchy. Like with Category& Currency the prior selectionneeds to be deselected.

Once you reach the NetIncome level tap Back oncemore & you will be where itdisplays all filter selections.

Tap the Done icon to refreshthe report.


1.7. Meta Data Synchronization if you updated descriptions of Entities in BPC Admin Console

Meta Data displayed in the rows of the reports will update automatically the next time you query the database with the report. However, the Entitydescriptions you change in the BPC Administration Console will NOT automatically update the Prompt List in the Income Statement & Balance Sheet. TheHeaders of those reports will also not automatically update.

The steps to update the entity descriptions in Crystal Reports however are quite easy & take no more than 5-10 minutes.

1.7.1.Launch Crystal Reports 2011

For LDL instances - On the SBO EPM Server(4595 Server). Click Start button & chooseCrystal Reports 2011

For Lean Demo Show Room Instances – Launch Crystal Reports 2011 from the shortcut in the Favoritesfolder.


1.7.2.Open the report Income Statement – BPC CRLDL instances

Click the Open icon in Crystal Report’s standard toolbar.Click the Enterprise button.

Login to System – wdfltbmt4604.wdf.sap.corpfimuser/sbo123

Open Income Statement – BPC CR.rpt in the folder shown above(BPC Reports – EPM10_DEMO_PL)


Lean Demo Showroom instances

Click the Open icon in Crystal Report’s standard toolbar.Click the Enterprise button.

Login to System: CLDVMXWI00059fimuser/sbo123

Open Income Statement – BPC CR.rpt in the folder shown above(EPM\BPC EPM10_PL)

1.7.3. Double click the Parameter Field ZVAR_ENITY in the field explorer to the right of the report


Update the description in the popup window

Double-clicking description will change it to the Edit mode.

Change the description to match whatever you changedon the entity dimension to the description in the BPCAdmin Console.

Repeat for any other entities listed.

Click ok


1.7.4. Next update the description which shows in the report header.

In the Field Explorer field explorer to the right of the report, find the Formula Field - Entity

Double click it to edit the formula, and change the text in the script.


Change the descriptions in the red box to match the descriptions in as you changed them in the BPC Admin Console.

Click Save & Close button.

Save the report

Repeat steps (1.7.2 – 1.7.4) for Balance Sheet – BPC CR.rptThe Operating Report – BPC CR does not require maintenance as there is no Prompt for Entity & the base level entities are displayed in the rows of the report.


1.8. META DATA UPDATE IN BPC ADMIN CONSOLE IF SHOWING WEBI REPORT – PRODUCT ANALYSIS – SALES REVENUE

This report does not use a BEx query. Therefore, it can’t leverage the parent level members of dimension. We worked around this limitation by adding someproperties on the Time, Entity, & Product dimensions. We can do this because those dimensions have simple hierarchies. Because the ACCOUNTP dimensionshierarchy is complex we can’t use this property work-around for that dimension. Thus we have limited the account in this report to Base member “SalesRevenue”. We are not using BEx in this report so that we can have a grid & a chart integrated together in a report where you can drill on either. That ability isNOT supported when Webi is consuming a BEx query.

If you did not make Meta Data changes to the ENTITY & PRODUCT dimension in EPM10_DEMO_PL you do not need to make any updates the report beforeyour demo.

If you made Meta Data changes to the ENTITY & PRODUCT dimension in EPM10_DEMO_PL & you don’t care if the MOBI Sales Revenue report matches yourchanges you just run the report in your demo. It yields a report using the standard Entity & Product descriptions in EPM10_DEMO_PL.

If you made Meta Data changes to the ENTITY or PRODUCT dimension and wish to have the Sales Revenue report match your changes follow the instructionsin steps 1.8.1 – 1.8.3 to synch your report with the changes you made in BPC Admin Console.

Note: No updates are necessary to the Multi-Account report that consumes a BEx query

1.8.1. Update to Entity dimension

This step is only necessary in the following instance;

You changed the Description of these Entities – E01, E02, E03 & you want the MOBI reports to show the new descriptions rather than the standarddescriptions.

In BPC Admin, update the REGION property of Entity dimension for the BASE members that roll-up to those 3 Parent level members. Change the value infor each Base member to be the same as the Description for the Parent it rolls up to in PARENTH1.


Now for example let’s say you change the description of E01 to Americas & E02 to EMEA.

If you want the Webi report to also use those descriptions (and not the ones shown above) change the Base Members REGION property to match thechange. So in this example you would change the members whose region shows North America to Americas. Change the ones who show Europe to EMEA.

1.8.2. Update to Product Dimension

This step is only necessary in the following instance:

You want the Base member products to roll-up to something other than Product A, Product B, Product C

Similar to with Entities change the Product Group Properties of the Base members to what you want them to roll up.


This step is only necessary in the following instance:

You want the Base member products to roll-up to something other than Product A, Product B, Product C

Similar to with Entities change the Product Group Properties of the Base members to what you want them to roll up.


1.8.3. Update the Total Level Descriptions in the Webi Report

Because Webi without using BEx can’t retrieve E00 & P00 the top level members of the Entity & Product dimensions instead on the report they are displayed aslocal Report Totals that add up the amounts in the columns & rows. To update the descriptions to match what you changed the descriptions of E00 & P00 in theBPC Admin Console you need to update the totals on the Webi Report.

Open BOE in the Favorites folder on the Desktop.

SDC LDLSystem: cldvmxwi00059:6400 System: wdflbmt4604:6400

Login – fimuser/sbo123

Click DocumentsClick FoldersExpand Public Folders

SDC LDLExpand folder EPM Click folder - BPC Reports – EPM_DEMO_PLClick folder - BPC EPM10_PL

Click report – Product Analysis – Sales Revenue – BPCRight click on Product Analysis – Sales Revenue – BPC – choose Modify


Click Ok

Click the row total description.


Change the description to whatever you made the description of E00 in theEntity dimension in BPC Admin Console.

Click the green checkbox

If you changed the top level of the Product dimension P00 follow the same procedure to update the column total.


Save the report.

You have now completed updating the report.


2. APPENDIX

UPDATES

Jul 25, 2012Mar 20, 2013

Original version of script - MOBI – Crystal ReportsAddition of MOBI – Webi Reports

8303- Demo Script for BPC - MOBI Reporting - CR-Webi - Partner Portal June 2014

Documents

Transcript of 8303- Demo Script for BPC - MOBI Reporting - CR-Webi - Partner Portal June 2014