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The Complete Reference™ SAP® BusinessObjects™ BI 4.0: Third Edition

Book Description

The definitive reference for building actionable business intelligence—completely revised for SAP Business Objects BI 4.0. Unleash the full potential of business intelligence with fact-based decisions, aligned to business goals, using reports and dashboards that lead from insight to action. SAP BusinessObjects BI 4.0: The Complete Reference offers completely updated coverage of the latest BI platform. Find out how to work with the new Information Design Tool to create universes that access multiple data sources and SAP BW.

Table of Contents

  1. Cover Page
  2. The Complete Reference™ SAP® BusinessObjects™ BI 4.0: Third Edition
  3. Copyright Page
  4. About the Authors
  5. Contents
  6. Acknowledgments
  7. Introduction
  8. Part I Getting Ready for Business Intelligence
    1. Chapter 1 Introduction to Business Intelligence
      1. The Background of Business Intelligence
        1. Business Intelligence Is Born
        2. Data Warehouse Speeds BI Adoption
        3. The Internet Influence
        4. Competing on Analytics
      2. A Broader BI Suite
        1. Data Integration
        2. Query and Reporting
        3. Analysis
        4. Analytic Applications
        5. Dashboards and Scorecards
        6. Visual Data Discovery
        7. Predictive Analytics and Data Mining
      3. The History of SAP BI and SAP Business Objects the Company
      4. The Future
      5. Summary
    2. Chapter 2 Goals of Deploying SAP BusinessObjects
      1. IT Goals
      2. Reporting Directly Against a Transaction System
        1. Why Use OLTP Directly?
        2. Precautions for OLTP-Based Deployments
      3. Aligning BI to Business Goals
        1. Business Goals for BI
      4. BI Standardization: A Joint Goal
      5. Measures of Success
        1. Measuring Business Benefits
        2. ROI as a Measure of Success
      6. Summary
    3. Chapter 3 Right Tool for the Right User
      1. What Is Segmentation?
      2. Defining BI User Segments
        1. Primary Versus Secondary
        2. Job Level
        3. Job Function
        4. Degree of Analytic Job Content
        5. ERP or Source System Use
        6. Level of Data Literacy
        7. Level of Spreadsheet Usage
        8. Amount of Travel
        9. Implementation Phase
        10. Internal Versus External Users
      3. Others Who Affect Implementation Efforts
        1. Gatekeepers
        2. Influencers
        3. Deciders
      4. When to Analyze Segments
      5. Positioning the Module to the User Segment
      6. Project Roles
      7. Summary
  9. Part II Universes and the Information Design Tool
    1. Chapter 4 Universe Design Principles
      1. Universe Building Blocks
        1. Connections
        2. Data Foundation
        3. Business Layer
        4. Folders, Dimensions, and Measures
        5. The Universe
      2. Keeping It Simple
        1. Target User Groups
        2. Technical Realities
      3. Aligning with Business Goals
        1. Existing Data Warehouse
        2. New Data Warehouse
        3. Transaction System
      4. Evolving the Universe
      5. How the Information Design Tool Works
        1. Universe Storage During Development
        2. Universe Storage for Deployment
      6. Crystal Business Views
      7. Universe Design Tool
      8. Summary
    2. Chapter 5 Getting Started with the Information Design Tool
      1. Launching the IDT
      2. Retrieving and Opening a Universe
        1. Creating a Project
        2. Importing a Universe
      3. Working with the IDT Workspace and Toolbar
      4. Understanding Connections
        1. Approaches to Login Parameters
        2. Connection Parameters
        3. Creating a Connection
      5. Summary
    3. Chapter 6 Data Foundation Basics
      1. Creating a Data Foundation
        1. Inserting Tables
        2. Families
      2. Basic Joins
        1. Creating Joins Using Detection
        2. Modifying Joins
        3. Getting Row Counts
        4. Detecting Cardinality
      3. Outer Joins
      4. Loops and Contexts
        1. Business Questions That Demand Contexts
        2. Inserting Contexts
        3. Modifying a Context
        4. Isolated Joins
        5. How Contexts Are Used
        6. Processing Contexts on the RDBMS
        7. Are Loops a Bad Thing?
        8. Chasm Traps and Contexts
        9. Fan Traps and Many-to-Many Joins
      5. Composite Keys and Complex Joins
      6. Aliases
        1. Detecting Aliases
        2. Inserting Aliases Manually
        3. Aliases in SQL
        4. Contexts Versus Aliases
      7. Self-Joins and Aliases
        1. Implementing a Self-Join
        2. Forcing a Join
      8. Shortcut Joins
      9. Derived Tables
      10. Data Foundation Properties
      11. Summary
    4. Chapter 7 Business Layer Basics
      1. The Business Layer Pane
      2. Business Layer Objects
        1. Folder Objects
        2. Dimension Objects
        3. Measure Objects
        4. Filter Objects
        5. Attribute Objects
        6. Object Ordering
      3. Object Naming Conventions
        1. Naming Principles
        2. Warning: Cutting and Pasting Objects and Object IDs
      4. Creating a Business Layer
      5. ModifyingObjects
        1. Object Types Versus Database Field Format
        2. Dimension Keys
        3. Advanced Object Settings
        4. Object Source Information
      6. Working with Objects
        1. Renaming an Object
        2. Deleting an Object
        3. Changing an Object’s State
      7. Creating an Attribute Object
      8. Converting a Dimension to a Measure
      9. About Aggregates
        1. SQL Aggregates
        2. Projection Aggregates
      10. Universe Parameters and Query Options
        1. Query Limits
        2. Query Options
      11. Summary
    5. Chapter 8 Lists of Values and Parameters
      1. How List of Values Works
      2. List of Values Settings
      3. When to Disable Lists of Values
        1. Measures
        2. Nonindexed Fields
        3. Attributes
      4. Simple List of Values Customization
        1. Adding a Description Object to an ID Object
        2. Cascading Lists of Values
      5. Reusable Lists of Values
      6. Static Lists of Values
        1. Static Lists of Values from Imported Data
        2. Static Lists of Values Created Manually
      7. List of Values Custom Hierarchy
      8. Parameters and Prompts
        1. Building a Parameter Step by Step
        2. Pseudo Optional Prompts
      9. Summary
    6. Chapter 9 Beyond the Basics
      1. Reducing Maintenance with Base Objects and @Select
      2. The SQL Expression Editor
      3. Some Caveats About SQL Functions
        1. SQL Parameters and the PRM File
        2. Multiple Arguments and Prompt Messages
      4. Filter Objects
        1. Creating a Filter Object
        2. Filter Object with Subquery
        3. Filter Object with HAVING
        4. Filter Properties
        5. Time Conditions
        6. Reusing Interactive Objects with @Variable
        7. Reusing Interactive Objects with @Where
        8. Prompts in Objects Versus Reports
      5. Aggregate Awareness
        1. Creating Aggregate Fact Tables
        2. Identifying Dimension Tables Irrelevant to Aggregate Tables
        3. Adding Aggregate Awareness to Measure Objects
        4. Accessing the Aggregate Table
        5. Specifying Which Objects Are Not Compatible with the Aggregate Table
        6. Testing and Viewing SQL Statements
      6. Derived Tables
      7. Popular SQL Functions
        1. Concatenated Objects
        2. Time Objects
        3. If-Then-Else Logic with CASE
        4. Counting Objects
        5. Rank
        6. Ratio to Report
      8. Summary
    7. Chapter 10 Multisource Universes
      1. Multisource Concepts
      2. Creating a Universe for SAP BW
        1. Creating a Connection to BW
        2. Creating the Data Foundation
        3. Creating the Business Layer
      3. Joining Data from Another Data Source
        1. Creating a Shared Connection
        2. Adding Connections to the Data Foundation
      4. Multisource SQL Server and Microsoft Access
      5. Summary
    8. Chapter 11 Multidimensional Analysis
      1. What Is Multidimensional Analysis?
      2. Navigation Paths
        1. Default Navigation
        2. Custom Navigation
      3. OLAP Universes
        1. Creating an OLAP Connection
        2. Creating a Business Layer
        3. Creating a Named Set
      4. Summary
    9. Chapter 12 Securing the Data
      1. The Enterprise Environment: What Needs Securing
      2. Introducing the Central Management Console
      3. Authentication
        1. Enterprise Authentication
        2. Adding Users
        3. External Authentication with Windows AD
        4. Defining Groups
      4. Planning for Authorization
        1. Understanding Your Company’s Organization
        2. Access Levels
        3. Folders and Categories
      5. Centralized or Decentralized Security
      6. Granting Access to Universes
      7. Further Securing the Data: Column-and Row-Level Security
      8. Object-Level Security
      9. The Security Editor
        1. Business Security Profiles
        2. Data Security Restrictions
        3. Table Mappings
        4. Setting Restriction Priorities
        5. Previewing Net Restrictions
      10. Summary
    10. Chapter 13 Design Principles: Where to Put the Intelligence
      1. What Is Intelligence?
      2. Places for Intelligence
      3. Evaluating the Pros and Cons of Each Alternative
        1. OLAP Databases
        2. Relational Tables
        3. Universe
        4. Web Intelligence Reports
      4. Summary
    11. Chapter 14 Universe Maintenance, Life Cycle Management, and Co-Development
      1. Linked Universes and Reusability
      2. Approaches to Development, Test, and Production Universes
        1. Multiple CMSs and BIAR files
        2. Promoting Content
        3. Test Folders
      3. Multiple Designers and Project Synchronization
        1. Creating a New Shared Project
        2. Sharing an Existing Project
        3. Working on Shared Projects
      4. Summary
    12. Chapter 15 Universe Integrity, Quality Assurance, and Usage Monitoring
      1. Universe Integrity
      2. Universe Documentation
      3. Quality Assurance Checklist
      4. Benchmark Queries
        1. Use Cases
        2. Performance Bottlenecks
      5. Monitoring User Activity
        1. Real-Time Monitoring
        2. Auditing
      6. Summary
  10. Part III Reporting and Analysis
    1. Chapter 16 Navigating in BI Launch Pad
      1. Logging in to BI Launch Pad
      2. The BI Launch Pad Interface
        1. The Header Panel
        2. The Home Tab
        3. The Documents Tab
        4. Navigating in the Documents Tab
      3. Document Display and Organization
        1. Sorting and Filtering the List Panel
        2. Organizing Documents
      4. BI Launch Pad Preferences
        1. General
        2. Locales and Time Zone
        3. Web Intelligence
      5. BI Workspaces
        1. Creating a New BI Workspace
        2. Editing a BI Workspace
        3. Setting Your BI Workspace As the Default Home Tab
      6. Summary
    2. Chapter 17 Interacting with Documents
      1. Working with the Web Intelligence Web Viewer
        1. Opening a Document
        2. Web Viewer Status Bar
        3. Web Viewer Toolbar
        4. Web Viewer Navigation Map
      2. Understanding a Document’s Structure
      3. Components of a Report
        1. Page Header and Footer
        2. Sections
        3. Blocks
        4. Variables and Cells
      4. Refreshing a Document
        1. Canceling a Query
        2. Lists of Values
        3. Multiple Prompts
      5. Saving Documents
        1. Saving a Document in Excel or PDF Format
        2. Using Advanced Save As Options
      6. Scheduling a Document
      7. Logging Off
      8. Summary
    3. Chapter 18 Report-Based Analysis and Formatting
      1. Web Intelligence Report Design Mode
      2. Block Types
        1. Working with Tables
        2. Working with Crosstabs
        3. Working with Charts
      3. Master/Detail Reports
      4. Sorts
        1. Managing Multiple Sorts
        2. Creating Custom Sorts
      5. Breaks
        1. Adding a Break
        2. Managing Breaks
      6. Calculations
      7. Filters
        1. Adding and Removing Filters
        2. Filtering on Measure Objects
        3. Using Report Filters
        4. Nested Filters
      8. Ranking
      9. Drilling Within Reports
        1. Understanding the Data
        2. Drilling Down
        3. Drilling Up
        4. Drilling By
        5. Drilling Across
        6. Drilling Through to Detail
        7. Synchronized Drilling
        8. Adding Snapshots
      10. Summary
    4. Chapter 19 Creating a New Query
      1. Formulating a Business Question
      2. Web Intelligence Versus Web Intelligence Rich Client
      3. The Query Panel
        1. Launching the Query Panel
      4. Working in the Query Panel
        1. Creating a Simple Report
      5. Result Objects
      6. Scope of Analysis
        1. Scope Levels by Number
        2. Custom Scope Levels
      7. Query Filters
        1. Quick Filters
        2. Predefined Conditions
        3. Query Filter Panel
        4. Operators
        5. Operands
        6. Filters on Dates
        7. Prompts
      8. Query Properties
      9. Query Refresh on Open
      10. BEx Queries
      11. Summary
    5. Chapter 20 Advanced Report and Chart Formatting
      1. Formatting Components
        1. Formatting a Cell
        2. Document Summary Options
        3. Default Styles
        4. Inserting and Deleting Report Tabs
      2. Working with Table Blocks
        1. Inserting a New Table Block
        2. Deleting a Table Block
        3. Inserting a New Column in a Table Block
        4. Deleting a Column in a Table Block
        5. Formatting Cross Tables
        6. Structure Only Mode
        7. Additional Table Block Formatting
      3. Conditional Formatting
        1. Creating a Conditional Format
        2. Custom Text in Conditional Formatting
      4. Charts
        1. Inserting a New Chart
        2. Formatting Charts
      5. Formatting Reports
        1. Report Format Options
        2. Formatting Master/Detail Reports
      6. Web Intelligence Options
      7. Summary
    6. Chapter 21 Formulas and Variables
      1. Creating Formulas and Variables
        1. Syntax for Formulas in Web Intelligence
        2. Creating a Formula
        3. Creating a Variable
      2. Using Operators in Formulas
        1. Mathematical Operators
        2. Conditional Operators
        3. Logical Operators
        4. Where Operator
        5. Context and Function-Specific Operators
      3. Using Functions in Formulas
        1. All Functions
        2. Aggregate Functions
        3. Character Functions
        4. Date and Time Functions
        5. Document Functions
        6. Data Provider Functions
        7. Miscellaneous Functions
        8. Logical Functions
        9. Numeric Functions
        10. Set Functions
        11. Calculation Contexts and Extended Syntax
      4. Summary
    7. Chapter 22 Complex Queries
      1. Multipass Queries
        1. Multipass Business Questions
        2. The Two-Table Problem
      2. Multiple Data Providers
        1. Linking Multiple Data Providers
        2. Manually Merging Dimensions
        3. Setting Data Merging Options
      3. Measure Conditions with Aggregate Functions
      4. Complex Query Filters
        1. OR Operand and Nested Conditions
        2. Combined Queries
      5. Subqueries
      6. Object Equal to Object from this Query
      7. Summary
  11. Part IV Dashboards and More
    1. Chapter 23 Introduction to Dashboards
      1. Embedded Query Designer and Direct Data Binding: Pros and Cons
      2. Creating a Simple Dashboard
        1. Planning the Dashboard
        2. Developing a Simple Dashboard
      3. Summary
    2. Chapter 24 Dashboard Design Workspace and Menus
      1. Starting Dashboard Design
      2. Dashboard Design Panels and Toolbars
        1. Dashboard Design Toolbars
        2. The Dashboard Design Canvas
        3. The Components Panel
        4. The Excel Panel
        5. The Object Browser
        6. The Properties Panel
        7. The Query Browser
        8. Customizing the Workspace Panels
      3. Opening and Saving Models
        1. Creating a New Model
        2. Opening an Existing Model
        3. Saving a Model
      4. Setting Document Properties
      5. Defining Preferences
        1. Document Preferences
        2. Grid Preferences
        3. Open Preferences
        4. Languages Preferences
        5. Excel Options
      6. Exporting a Dashboard Design Model
      7. Dashboard Design Samples, Templates, and Add-ons
        1. Viewing Samples
        2. Using Templates
        3. Managing Add-ons
      8. Summary
    3. Chapter 25 Dashboard Design Components
      1. Component Categories and Views
      2. Charts
        1. Types of Charts
      3. Containers
        1. Types of Containers
      4. Selectors
        1. Types of Selectors
      5. Single-Value Components
        1. Types of Single-Value Components
      6. Maps
      7. Text Components
        1. Types of Text Components
      8. Other Components
        1. Types of Other Components
      9. Art and Backgrounds Components
        1. Types of Art and Background Components
      10. Web Connectivity
        1. Types of Web Connectivity Components
      11. Universe Connectivity
        1. Types of Universe Connectivity Components
      12. Summary
    4. Chapter 26 Properties, Excel, and Colors
      1. Properties Overview
        1. General Properties
        2. Insertion Properties
        3. Behavior Properties
        4. Appearance Properties
        5. Alerts Properties
      2. Dashboard Design and Excel
        1. Importing Spreadsheets
        2. Exporting Spreadsheets and Snapshots
        3. Model Design Considerations
        4. Excel Functions
      3. Using Themes and Colors in Dashboard Design
        1. Dashboard Design Themes
        2. Color Schemes
        3. Color Binding Properties
      4. Summary
    5. Chapter 27 Data Sources
      1. Embedded Spreadsheets
        1. Adding Data to the Embedded Spreadsheet
        2. Using Functions in the Embedded Spreadsheet
        3. Setting Preferences for the Embedded Spreadsheet
        4. Binding Components to Embedded Spreadsheets
      2. Universe and BEx Queries
        1. Binding Components to Universe or BEx Queries
        2. Inserting Query Data into the Embedded Spreadsheet
      3. Live Office Connections
        1. Creating the Live Office Object
        2. Setting Live Office Object Properties and Refresh Options
        3. Creating a Live Office Data Connection
      4. External Data Connections
        1. Creating a Query as a Web Service Connection
      5. Summary
    6. Chapter 28 Explorer
      1. Explorer Concepts
      2. Creating an Information Space
      3. Exploring the Data
        1. Filtering
        2. Working with Charts
        3. Creating Exploration Views
        4. Exporting Data
      4. Explorer on the iPad
      5. Summary
  12. Index
  13. Footnote
    1. Chapter 1
      1. ch01fn01a