How To Select The Right SAP BI Tool

Selecting the Right SAP BusinessObjects BI Client Product Based on Your Business Requirements for SAP BW Customers
Ingo Hilgefort Director Solution Management
Disclaimer
This presentation outlines our general product direction and should not be relied on in making a purchase decision. This presentation is not subject to your license agreement or any other agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to develop or release any functionality mentioned in this presentation. This presentation and SAP's strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent.
2011 SAP AG. All rights reserved.
Selecting the Right SAP BusinessObjects BI Client

one part of your overall BI Strategy
WHY is using the RIGHT client so important?

.. It helps to address the business needs and requirements .. It can help to increase the adoption of your overall BI implementation .. It can help to increase overall business self service
and using the WRONG client so detrimental?

.. will lead to user dissatisfaction .. will lead to the usual behavior: exporting data, duct tape BI (Excel), untrusted information .. will slow down the overall adoption of your BI strategy

based on your audience
SAP BusinessObjects BI 4.x
Interactive Reporting Dashboards & Visualization Analysis
Reporting
BI Platform
Trusted Data
Search & Exploration
SAP BusinessObjects BI Client Portfolio
SAP BusinessObjects BI solutions provide business users with access to unified information through a broad suite of BI tools for confident decision making and alignment across people and teams on a single, scalable BI platform
Reporting
Dashboards and Visualization How do I visualize data for better decision making?
Interactive Reporting How do I answer ad hoc questions and interact with information?
Analysis
Data Exploration
BI Application Design How can IT create centrally from simple to complex BI applications for a larger audience ?
How do I access and transform corporate data into highly formatted reports for greater insight?
How do I determine trends from complex historical data and possibly make better forecasts?
How do I find immediate answers to business questions?

Different Needs Require Different Experience
LoB / Senior Management
Placeholder text
Placeholder text
Executive
Information
Business Analyst Placeholder

text
Individual Contributor

LoB / Senior Management

Analyze regional goals and strategic KPIs Analyze information to measure the progress toward set goals and KPIs.
Placeholder text
Placeholder text
Executive
Oversee cross department / line of business performance and evaluate different scenarios for planning and forecasting purposes. Combine and review analytics with company strategies and goals to continuously improve company performance
Information
Business Analyst
Leverage actual and historical data to create detailed planning scenarios Leverage data and tools to provide answers ad-hoc to the management and executive team so that decisions are based on solid information.
Placeholder text
Review regular account statements to control customer invoices and vendor accounts. Fulfill management requests for information as simply as possible.

Your consumer is driving the business requirements We will focus on the consumer of reports and analytics in this presentation IT will always play a role as part of your BI deployment to build the foundation
Setting up BEx Queries Setting up connections
Web Intelligence
Analysis
Setting up BEx Queries Creating pre-defined workbooks Building BI & Planning Applications
Crystal Reports
IT
Dashboards
Report Design Dashboard Design

SAP BusinessObjects Dashboards
LoB / Senior Management Analysis, edition for OLAP Analysis, edition for Microsoft Office SAP BusinessObjects Explorer
Executive
Crystal Reports Analysis, edition for OLAP
Business Analyst Web Intelligence

Analysis, edition for Microsoft Office
Web Intelligence

10
Crystal Reports
Consume standardized reports to review operational metrics Receive alerts from pre-built reports and leverage information for follow up Use guided interactivity for filtering and selecting the right information

Consume and interact with information using prepared workbooks Analyze operational metrics inside the Microsoft Office environment Follow guided analysis using pre-built BI applications
Web Intelligence
Edit pre-built reports without the need for IT or a report designer Use interactive reporting capabilities to access and analyze a variety of data sources Share reports with larger audience and make use of product interoperability
11

Analyze corporate information to fulfill ad hoc requests from management Review actual and historic data and use information as part of planning forecasts Build and share Microsoft Excel based BI applications for guided analysis
Business Analyst
Analysis, edition for OLAP

Analyze and interact with corporate data in a zero-client via the web Build and share multi-dimensional workspace to reach a larger audience Use Analysis as starting point and leverage product interoperability for details
Web Intelligence
Use interactive reporting capabilities to access and analyze a variety of data sources Create and edit reports without the need for IT or a report designer Share reports with larger audience and make use of product interoperability
12

Analyze and review corporate KPIs and measure progress towards set goals Share findings with upper management in form of presentations with live data
Senior Management
Use actual and historical data for detailed planning scenarios to enable realistic forecasting

Analyze and interact with corporate data in a zero-client via the web Share prepared or private workspace with other users Leverage product interoperability to share findings with other BI clients

Receive an overview on corporate KPIs using easy consumable visualization Leverage interactive dashboards to conduct own analysis Navigate to detailed information to analyze further down to the root cause
13

Track and analyze company wide metrics using real-time interactive dashboards Leverage what-if capabilities to evaluate different planning scenarios Provide navigation for further analysis using product interoperability
Executive
SAP BusinessObjects Explorer

Answer ad-hoc questions anywhere, anytime using historic and real-time data Search and explore information by using natural words and simple visualizations Access large volumes of information on-premise and on device
14

How can Analysis, edition for Application Design help you ?
Consume and interact with information using simplified BI templates Analyze information on mobile devices
Executive
Leverage BI applications for planning and forecasting scenarios
CREATE
Senior Management
Create BI applications and design guided navigations Leverage BI applications for planning and forecasting scenarios
IT
Business Analyst
Consume and interact with information using simplified BI templates Use pre-built workbooks with guided steps
2011 SAP AG. All rights reserved. 15
CONSUME
User product interoperability to share results with other BI clients
SAP BusinessObjects Analysis, edition for Microsoft Office

Senior Management Business Analyst Individual Contributor
Multidimensional data analysis with native Microsoft Office user experience Analyze and interact with data in Microsoft Excel to discover, compare, and forecast business drivers Create live data presentations with Microsoft PowerPoint to share business insights Create predefined workbooks for simplified data analysis
16
SAP BusinessObjects Analysis, edition for OLAP

Business Analyst
Multidimensional data analysis within a web-based environment Analyze and interact with data through dedicated web client to uncover answers to business questions Create workspaces for private usage or to share business insights across the enterprise Run SAP BusinessObjects Analysis, edition for OLAP with other business analytic solutions integrated on the same BI platform
17
Preview: SAP BusinessObjects Analysis, edition for application design Analytical & Planning Applications
IT
Rich and Intuitive design environment for building powerful analytical and planning BI applications Leverage a large set of out-of-the-box design components and the ability to customize using simple scripting language
Create applications for on-premise and on-device using the latest technology, such as HTML5 rendering
Create applications optimized for SAP NetWeaver BW and SAP HANA
This presentation and SAPs strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 2011 SAP AG. All rights reserved. 18
SAP Crystal Reports

Design well-formatted, layout-focused reports Create professional reports following strict layout presentation: legal, business, financial, and regulatory Build guided interactivity into reports to enable faster decision making Report off any type of data source and transform raw data into detailed data analysis
19
SAP BusinessObjects Web Intelligence

Senior Management Business Analyst Individual Contributor
Ad hoc interactive reporting
Access, analyze, format, and share business insights, all in one tool.
Create queries easily without the need to engage a report designer
Query on any type of data source with built-in features focused on easy data analysis
20

Executive Middle Management
Visualize complex data easily with interactive dashboards Monitor key performance indicators through library of rich visualizations Perform what-if scenario-based analysis with interactive controls Drill into reports and analytics for further data analysis
21
SAP BusinessObjects Explorer

Executive
Search relevant information and direct exploration of data Answer investigative questions and obtain facts quickly Self-service access to data without the need for predefined report or query Automatic generated visualizations for immediate insight on data
22

based on product capabilities

Comparing Product Capabilities
Crystal Reports for Enterprise Analysis, Edition for Microsoft Office Analysis, edition for OLAP
Crystal Reports 2011
Web Intelligence
SBOP Dashboards
SBOP Explorer
Highly formatted reporting Parameterized / Dynamic Layout Self Service reporting / Free form layout
Hierarchical capabilities
Data Visualization
Product Interoperability
Guided Navigation
Mobile Reporting
24

Comparing Product Capabilities SAP Data Sources
Crystal Reports 2011 Crystal Reports for Enterprise Web Intelligence SBOP Dashboards Analysis, Edition for Microsoft Office Analysis, edition for OLAP
SBOP Explorer
SAP ECC (directly) SAP ECC via Transient Provider ECC 6 - EhP05 SAP NetWeaver BW (BI Consumer Services) SAP NetWeaver BW (MDX) SAP NetWeaver BW (Relational) SAP NetWeaver BWA (via SAP BW) SAP NetWeaver BWA (directly) SAP HANA (directly) Non-SAP Sources
Yes Yes No
Yes* Yes Yes
Yes* Yes Yes
Yes* Yes Yes
No Yes Yes
No Yes Yes
Yes* No No
Yes
No Yes No Yes Yes
No
Yes Yes No Yes Yes
Yes
Yes Yes No Yes Yes
No
Yes Yes No Yes Yes
No
No Yes No Yes No
No
No Yes No Yes* Yes
No
Yes Yes Yes Yes Yes
* - New planned capability with SAP BusinessObjects BI 4.0 Feature Pack 03


Comparing Product Capabilities Hierarchical Capabilities (1/2)
Crystal Reports for Enterprise
Web Intelligence
SBOP Dashboards
Analysis, Edition for Microsoft Office
SBOP Explorer
Hierarchical member selection Level Based Member Selection Selection based on Nodes and Leafs Hierarchical parameters
Yes No Yes Yes
Yes Yes* Yes Yes
Yes Yes* Yes Yes
Yes* Yes* Yes* Yes*
Yes Yes Yes Yes
Yes Yes Yes Yes
Yes No Yes No
Hierarchical Charting
No
No Yes No
Yes
Yes Yes No
Yes
Yes Yes No
No
No Yes No
Yes
Yes Yes Yes
Yes
Yes Yes Yes
No
No No No
Hierarchies in crosstab Hierarchical Report Design Ad-Hoc Exchange of Hierarchies


Comparing Product Capabilities Hierarchical Capabilities (2/2)
Web Intelligence
SBOP Dashboards
SBOP Explorer
Expand to Level Showing Leaves only (lowest member) Skipping Levels of a hierarchy Ranking data along hierarchy
No No No No
No No No No
No No No No
Yes* No No No
Yes Yes Yes Yes
Yes Yes Yes Yes
No No No No


Comparing Product Capabilities Mobile
Web Intelligence
SBOP Dashboards
SBOP Explorer
Online Viewing
* **
Offline Viewing
Mobile Viewing (native)
Mobile Viewing (browser)
* - New planned capability with SAP BusinessObjects BI 4.0 Feature Pack 03 * * - Only on Flash enabled devices

based on your business requirements

Using Business Requirements Financial Area
Middle Management
As Financial Manager for the West Coast Region of North America I need to be able to analyze cost and profit center actuals towards the allocated budget along several dimensions. I need to be able to see these measures along our company structures as well as being able to compare information from several sources. I also need to be able add my own calculation to answer on-demand requests from senior management. I would like to leverage the information inside Microsoft Excel, but it also should be possible to use it in a browser.
30

What did we hear ?

Middle Management
Use of hierarchies (cost center / profit center / company structures) Probably usage of BEx Query Structures Usage of Microsoft Excel and browser based access Creation of calculations on the fly Accessing multiple sources
31

Web Intelligence
SBOP Dashboards
SBOP Explorer
Usage of Hierarchies
Using BEx Query Structures
Microsoft Excel as client
Internet Browser as client
Creating calculations
Multiple Source in one report
32

Usage of hierarchies and structures

Crystal Reports, Web Intelligence, SBOP Dashboards are able to leverage hierarchies in reports but are lacking deep hierarchical capabilities Analysis, edition for Microsoft Office and Analysis, edition for OLAP provide the complete bandwidth of hierarchical capabilities
Creating Calculations on the fly

Crystal Reports and SAP BusinessObjects Dashboard would require to change the underlying report Web Intelligence allows to create calculation but the user needs to write formulas Analysis, edition for Microsoft Office and Analysis, edition for OLAP allow to create calculations in a very simple way without the need to create formulas
Microsoft Excel as client to access the data

Live Office is able to provide the information from Crystal Reports and Web Intelligence with limited navigation Analysis, edition for OLAP and SBOP Explorer have no live integration with Microsoft Excel Analysis, edition for Microsoft Office provides a native integration into Microsoft Excel and Microsoft PowerPoint
33

Summary
Based on the combination of requirements from the Financial Area the recommendation would be to use
Analysis, edition for Microsoft Office Analysis, edition for OLAP
For less hierarchical driven reports and a more consumer (less power user) type of audience Web Intelligence might be an alternative
34

Using Business Requirements Sales Area
Business Analyst
The Sales Manager for Canada asked me to create a report for his sales representatives that would allow them to see their current sales pipeline. He mentioned that the information needs to be available in the office, on the road, and on mobile devices. He also stressed out that each sales representative needs to be able to change the report as they wish so that they can see the information by opportunity, product, week & month, and other angles. Actual hierarchies are only used limited. For him as Sales Manager for Canada, he mentioned it would be a great value to be able to run some simple scenarios to see how certain changes could impact the pipeline, for example a change in the product cost or price.
Middle Management
and he then also mentioned that sometimes people prefer just to get an eMail with a PDF file.

What did we hear ?

The information needs to be available on-premise (in the office), offline (on the road), and on mobile devices Users need the ability to change the report and change the view on the data. Only limited use of hierarchies Distribution of the reports via eMail in a PDF format is also required For the Sales Management some simple what-if scenarios would be a great asset
Business Analyst
36

Web Intelligence
SBOP Dashboards
SBOP Explorer
Offline Capabilities
Mobile Reporting
Distribution via eMail (Broadcasting)
Edit the report
Change the view of the data
What-if scenarios
37

Using the information on-premise and on the road (offline)

Crystal Reports and Web Intelligence provide offline capabilities out of the box For SBOP Dashboards there are partner solutions available on SAP EcoHub Analysis, edition for Microsoft Office provides limited offline capabilities
Providing mobile access to the information

Crystal Reports and Web Intelligence provide mobile access for Blackberry and iPad / iPhone via Mobile BI SAP BusinessObjects Explorer is available for the iPhone / iPad SAP BusinessObjects Dashboards is available on Flash enabled mobile devices
Distribution via eMail

Crystal Reports and Web Intelligence are integrated with the Publication capabilities from the BI Platform SBOP Dashboards, Analysis, edition for OLAP and Analysis, edition for Microsoft Office are not integrated yet SAP BusinessObjects Explorer is always a online access
38

Changing the view on the information

Crystal Reports and SBOP Dashboards only provide limited capabilities to change the report for the consumer. Such workflows have to be considered as part of the original design already Web Intelligence, Analysis, edition for Microsoft Office and Analysis, edition for OLAP provide rich self service functionality for the consumer SAP BusinessObjects Explorer provides such capabilities, but the consumer might be limited to the Information Space definition
What if capabilities
A What if scenario is the strength of SAP BusinessObjects Dashboards Web Intelligence and Analysis, edition for Microsoft Office do offer limited capabilities in this area
39

Summary
Based on the combination of requirements from the Sales Area the recommendation would be to use
Web Intelligence Interactive Analysis Desktop Mobile BI
What if Scenarios will be created using SAP BusinessObjects Dashboards
40

Using Business Requirements Executive Area
As Executive Manager in this company I need consolidated information, which provides me with a high-level overview on all critical corporate KPIs. I need to be able to access this information anytime, anywhere.
Executive
If needed I need to be able to get to the root cause and see the detailed information. I also can not always wait for my business analyst of IT to send me the information when I ask them a question. It would be good to be able to simply search for the answer by entering my question.
41

What did we hear ?

Consume highly aggregated information Strong data visualizations needed Provide the ability to drill down and navigate to detailed information when needed Fast response time Information needs to be available via mobile device Allow for search and exploration
Executive
42

Web Intelligence
SBOP Dashboards
SBOP Explorer
Highly Aggregated information
Strong data visualization
Drill Down / Navigate to detailed information
Mobile Reporting
Search & Exploration
This BI clients are not suitable for the intended audience.


Highly Aggregated Information

SBOP Dashboards and SBOP Explorer are capable presenting highly aggregated information
Strong Data Visualizations

SBOP Dashboards and SBOP Explorer both are offering strong visualization capabilities
Drill Down & Navigate to detailed information

SBOP Dashboards allows to navigate to other BI clients and outside the dashboard to receive further detailed information, as well as navigate to details in the dashboard. SBOP Explorer allows to see all the detailed information in a single view but has no capability to navigate outside to receive further details
Providing mobile access to the information

SAP BusinessObjects Explorer is available for the iPhone / iPad SAP BusinessObjects Dashboards is available on Flash enabled mobile devices
44

Summary
Based on the combination of requirements from the Executive team the recommendation would be to use
SAP BusinessObjects Dashboards SAP BusinessObjects Explorer SAP BusinessObjects Explorer for mobile devices
In addition consider SAP NetWeaver BWA or SAP HANA for performance improvements
45

Phases
Audience
Use Case
Auditing
Who is your audience?
What are the business requirements ? What is the audience doing with the information ? How are they doing this today ? How is your audience using the software right now ? Create a use case on department level, dont try to make one use case for all your requirements
What are the skills of your audience ? How is your audience using the software right now ? Remember, a business analyst in sales might be different to a business analyst in finance
Use SAP BusinessObjects Auditing to track the BI activity Use SAP NetWeaver BW statistics to track the activity on BW Leverage the information in combination with the IT and BW team for performance improvements
46
Key Points to Take Home
Your BI Strategy should start with the business requirements, not with the DWH.
Start by defining your requirements and your desired outcome.
Focus on the business pain points by area. One use case after the other not all in once
Understand your audience. Let them describe their workflow. Listen !
Remember Your BI Strategy starts with the business requirements.. Not with the DWH
47
SAP Press
Reporting and Analysis with SAP BusinessObjects (2nd Edition) (SAP Press, 2012)
Inside SAP BusinessObjects Explorer (SAP Press, 2010)
Integrating SAP BusinessObjects BI Platform 4.x with SAP NetWeaver (SAP Press, 2011)
Inside SAP BusinessObjects Advanced Analysis (SAP Press, 2010)
48
Mastering SAP and BusinessObjects
Tutorials on iTunes focusing on the integration of SAP BusinessObjects with SAP BW and SAP ERP
Link:
http://itunes.apple.com/us/podcast/mastering-sap-businessobjects/id501730901?ign-mpt=uo%3D4
49
Thank You!
Contact information:
Ingo Hilgefort (Ingo.Hilgefort@sap.com) Twitter: ihilgefort Blog: www.mastering-sap-and-businessobjects.com

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Selecting the Right SAP BusinessObjects BI Client Product Based on Your Business Requirements for SAP BW Customers

Ingo Hilgefort Director Solution Management

2011 SAP AG. All rights reserved.

Selecting the Right SAP BusinessObjects BI Client

WHY is using the RIGHT client so important?

and using the WRONG client so detrimental?

2011 SAP AG. All rights reserved.

Selecting the Right SAP BusinessObjects BI Client

SAP BusinessObjects BI 4.x

Interactive Reporting Dashboards & Visualization Analysis

Search & Exploration

2011 SAP AG. All rights reserved.

SAP BusinessObjects BI Client Portfolio

How do I find immediate answers to business questions?

2011 SAP AG. All rights reserved.

Selecting the Right SAP BusinessObjects BI Client

LoB / Senior Management

Business Analyst Placeholder

2011 SAP AG. All rights reserved.

Selecting the Right SAP BusinessObjects BI Client

LoB / Senior Management

Selecting the Right SAP BusinessObjects BI Client

Setting up BEx Queries Setting up connections

Report Design Dashboard Design

2011 SAP AG. All rights reserved.

Selecting the Right SAP BusinessObjects BI Client

SAP BusinessObjects Dashboards

Crystal Reports Analysis, edition for OLAP

Business Analyst Web Intelligence

Analysis, edition for Microsoft Office

Analysis, edition for Microsoft Office

Selecting the Right SAP BusinessObjects BI Client

Analysis, edition for Microsoft Office

2011 SAP AG. All rights reserved.

Selecting the Right SAP BusinessObjects BI Client

Analysis, edition for Microsoft Office

Analysis, edition for OLAP

2011 SAP AG. All rights reserved.

Selecting the Right SAP BusinessObjects BI Client

Analysis, edition for Microsoft Office

Analysis, edition for OLAP

SAP BusinessObjects Dashboards

2011 SAP AG. All rights reserved.

Selecting the Right SAP BusinessObjects BI Client

SAP BusinessObjects Dashboards

SAP BusinessObjects Explorer

2011 SAP AG. All rights reserved.

Selecting the Right SAP BusinessObjects BI Client

Leverage BI applications for planning and forecasting scenarios

User product interoperability to share results with other BI clients

SAP BusinessObjects Analysis, edition for Microsoft Office

2011 SAP AG. All rights reserved.

SAP BusinessObjects Analysis, edition for OLAP

2011 SAP AG. All rights reserved.

SAP Crystal Reports

2011 SAP AG. All rights reserved.

SAP BusinessObjects Web Intelligence

Ad hoc interactive reporting

2011 SAP AG. All rights reserved.

SAP BusinessObjects Dashboards

2011 SAP AG. All rights reserved.

SAP BusinessObjects Explorer