SAP Query: How To Use and Expand Use SAP Query: How To Use, and Expand Use

SAP Query: How to Use and Expand use Use,
Tammy Powlas Fairfax Water ASUG Volunteer SAP Mentor
[ GRAZIELLA SBALCHIERO
ASUG INSTALLATION MEMBER MEMBER SINCE: 2009
[ APRIL ZANELLI
ASUG INSTALLATION MEMBER MEMBER SINCE: 2005
[ ARVIND SINGH
[ Fairfax Water
Largest Water Utility in Virginia 1.7 1 7 million customers AAA bond rating 400 employees p y Fairfax Water produces, on average, 160 million gallons of water per day. One O out of f V f five Virginians gets their water from F f W h f Fairfax Water
Real Experience. Real Advantage.
[ Learning Points
What is SAP Query How to set up SAP Query Creating Reports with SAP Query Key Questions before using SAP Query y g y Discuss how to use with BusinessObjects (BW not required)
[ Learning Points
[ What is SAP Query?

SAP Query is a powerful, easy-to-use, reporting tool used to create reports from any ECC module or Solution Manager (any p y g ( y ABAP back end) with limited or no development Can query from one or more tables Used to be known as ABAP Query Provides users a wide range of output such as lists, statistics, ranked lists and easy downloads to Excel Before using, check if SAP standard reports might already meet your requirements
[ Basic Principle of Reporting p p g
Tools
Define
Generate
List
Source: SAP
6
[ Reporting Options
SAP provided reports Custom coded reports (ABAP) SAP Query QuickViewer Transaction SQVI single use query g q y Module specific Information Systems LIS, Report Painter, Report Writer, PMIS, SIS Third Party Th d P Business Warehouse/BusinessObjects
[ Why Use SAP Query?

Allows end users to develop, change, and execute their own q queries
User-Friendly end-user tool that requires no ABAP skills No custom code to write and support
Users can start using fast

More flexible than custom code users can easily change queries
Queries are easy to administer and support

All SAP Query functionality is supported in release upgrades
Queries can be written against any ECC application module g y pp Can be used for Operational BI Reporting (Crystal, Enhancement Pack 5)
8
[ Learning Points
[ Use Cases
A use case captures the contract between stakeholders of a system about its behavior under various system conditions y y The primary actor initiates an interaction with the system to accomplish some goal
Casual User
Power User
Report Developer epo t eve ope

10
[ Configuration Use Case

Actor: Report Developer Description: Configuration of SAP Query Successful criteria: InfoSets and User Groups created Two Components: User (query) groups InfoSets
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[ Configuration/How to set up SAP Query

Configuration steps:
Create User Groups Assign Users to User Groups Create InfoSet Assign InfoSet to User Group
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[ Create User Group

User groups are a collection of SAP users grouped together
Does not have anything to do with security Access to data is still controlled by authorizations
How it works:
Assign each user to one or more user groups The queries assigned to one of the user groups when created All users in that group can see the queries when running SQ01 You assign the users of SAP Query by entering the user in user group (Transaction SQ03)
A collection of SAP users grouped g p together

13
[ Creating User Groups, aka Query Groups
Global area or standard area User Groups

Create/Change/Delete
Assign InfoSets
Source: SAP
14
[ SAP Query: Assigning User Groups

All users in a user group
Access the same InfoSets See all queries for the user group Can have different authorization for creating and changing queries i
For example, we created user groups for:

Accounts Payable Customer Care Center HR/Payroll General Ledger
Consider creating along departmental lines

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[ Step 1 Create User Groups SQ03

Queries from assigned user group show up here to access
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[ Step 1 Create User Groups SQ03
Enter transaction SQ03 Enter a User Group Name Click Create Enter a group description Click Save Select Assign Users and InfoSets
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[ Step 2 Assign Users to User Groups

Enter the user IDs for all the users you want in the group Click Save
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DEMO CREATING AND ASSIGNING A USER GROUP

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[ Create InfoSets
InfoSets is a source of data
InfoSets can also be used in QuickViewer (SQVI), Crystal and a variety of BusinessObjects products Define data and field in the InfoSet
InfoSets I f S can be defined as: b d f d

An ECC table An ABAP program A Logical Database (LDB) most common and a best practice
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[ Possible Data Sources

Table join (inner, outer)
Inner joins only data records that have join conditions are displayed in tables Outer joins data records that do not have any join conditions are also included in the left hand table left-hand
Table (direct read) for a single table Logical database g

Database tables that are determined in the structure of the logical database Best B practice is to create an InfoSet from a Logical Database i i I f S f L i lD b
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[ What are Logical Databases?

Logical databases are a pre-arranged hierarchical subset of data 250 are in NetWeaver 7.0, pre-delivered by SAP 7 0, pre delivered Explore using transaction SE36 Security is already built in y y Common Logical Databases:
PnP HR Personnel Administration BRM Accounting Documents MSM Material master FMB - Funds Management (based on BCS)
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[ Step 3
- Create InfoSets
Enter transaction SQ02 Enter a name for InfoSet Click Create
First you decide whether the InfoSet belongs to the standard or global area All SAP objects begin with prefix /SAPQUERY/
Consider using naming conventions to ensure standards are followed for naming g consistency
23
[ Step 3
- Create InfoSets
Enter a Name for InfoSet (title) Select a data source Click Enter
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[ Step 3
- Create InfoSets The Change InfoSet screen is divided into 3 areas:
Section A
Section B
A list of tables in logical database
B list of field Section C groups C Field Details

25
[ Step 3
- Create InfoSets Only the items in the B section will be seen by users when creating reports p You create Field Groups Groups using the Create button to make logical groupings of your fields
B
Datasets are divided into logical g units. These are called field groups. You have to assign a field to a field group so that the user can output the field is in the list. Field groups are classified to provide a logical division of data
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[ Step 3 Create InfoSets

Add fields to each field group by right clicking on them in Section A and selecting add field to field group or drag d them over
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Section A
Section B
[ Step 3 Create InfoSets

Generate When you are finished adding fields: 1. Click Save The system manages every InfoSet in two versions: A generated version and a revised version.
2. 2 Click Generate to build InfoSet; checks for errors 3. Click Back to return to main screen of Infoset
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[ Questions to ask about adding fields to InfoSets

Which fields contain data for your company?
Ask your users
How will you organize data in field group? Think of your power users Like a good reporting who, what, where, when, how
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[ Field Groups Allow for Organization within InfoSets

Organizes data by logical groupings Pull only the fields needed Helps with security as users only see what they need to see
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DEMO CREATING INFOSETS

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[ Step 4
- Assign Each InfoSet to a User Group Select InfoSet Cli k Click Role/User Group Assignment S l tU Select User Group created in Step 2 Click Save
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DEMO ASSIGNING USER GROUPS TO INFOSETS

33
[ SAP Query Configuration Summary

Configuring is easy, but need to plan
Can use the InfoSets in QuickViewer and Crystal and other BusinessObjects products (enhancement package 5)
You should plan

What fields will be in InfoSets How to manage into Field Groups How to manage your users Standardize naming conventions Be sure to add your own user ID to your newly created group
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[ Learning Points
What is SAP Query How to set up SAP Query Creating Reports with SAP Query Key Decisions before using SAP Query y g y Discuss how to use with BusinessObjects (BW not required)
35
[ Query Use Case

Actor: Power User Description: Creates Query Successful criteria: Query successfully created and executed A Query can be:
Basic list - a single line data report Statistical list a report that calculates averages / percentages Ranked list a specially sorted report
Basic lists are most common
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[ Steps to Create Reports with SAP Query

1. 2. 2 3. 4. 5. 6. 7. 8. Enter the report a name Enter a title/format Select field groups Select fields Add fields to the selection screen Maintain order and output of fields Enter Selection Screen View report
37
[ Creating SAP Query Report

Enter SAP E Query with transaction SQ01 Enter a name for your report Click Create Select InfoSet from the list
Use a naming convention for your reports so you can locate your queries quickly
38
[ Navigating Between Screens
Navigation Level
Title Format Field Groups Field Selection Selection Fields
Source: SAP
39
[ Title Format Screen

Enter a title for your report (required input field) The change lock box check box will prevent other users from changing your report
40
[ Select Field Groups

Select the field groups that contain the fields you want to output or include on the selection screen
InfoSets are divided into field groups, forming logical groups of data
41
[ Select Fields
Select fields from fields groups to be output in your report
42
[ Add Fields to Selection Screen

You select fields to appear on the selection screen as criteria To T create a basic list b i li report, click the Basic List button
43
[ Basic List Line Structure

Set up what you want your report to look like Indicate the order and output of your fields and indicate any counts or totals Click Save Press F8 to execute y your report or click p the Test toolbar icon
44
[ Your Finished Report

Complete selection criteria Click Execute
45
[ Your Finished Report
46
DEMO CREATING A QUERY
47
[ Executing Query Use Case

Actor: Casual User Description: Executes Query Successful criteria: Query successfully executed
48
[ Learning Points
49
[ Key Questions before using SAP Query

What is the client/transport strategy? Will you use the standard or global application area? Who will own the InfoSets? Who will create the reports? p What can you base your queries on? Security..
50
[ Transport Strategy
A popular best practice is to design InfoSets in development, transport them to production, and create/maintain q p p , queries and user groups in live production environment This is what we do at Fairfax Water Also worked where nothing was transported and SAP Query developed occurred in production
51
[ Will you use the Standard or Global Application Area?

Determining which application area you use will impact where reports will be stored and which clients they will be available p y A popular practice is to create objects in the standard area and keep them client-specific Move items to the global area when transporting to production We use both
52
[ Who Owns the InfoSets?

It is important to ensure that your InfoSets are designed, configured, and tested g , A well trained team member should own them, work them in the development client, and transport them to QA, and then production d ti You need to ensure that you have the right data
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[ What Can you Base Queries on?

SAP Query allows you to create queries based on:
Logical databases (LDBs) Programs Tables Table join combinations
The source of the data is key to ensure that queries run efficient and provide accurate output An InfoSet can be created on any of these. Best practice is to use the Logical database
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[ How to Manage End Users

Users are assigned via a special role in production to user g p groups Key users can use SQ01 to create queries Since most queries are based on logical databases, security to tables is addressed even though a user may see a query for finance, if they dont have underlying access to the tables then they cannot execute it y
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[ Security
Options
Set security so that some users can create reports, while others only execute them Use LDB as source, user security is already built in so users see only what allowed to use
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[ Comparison
Readily Available in ECC SAP Standard Reports SAP Provided tools:
Report Writer Report Painter SAP Q Query QuickViewer
Requires Purchase / Implementation Business Warehouse / BusinessObjects j Third Party add-ons
Custom Coded Reports p
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[ Learning Points
What is SAP Query How to set up SAP Query Creating Reports with SAP Query Key Decisions before using SAP Query y g y Discuss how to use with BusinessObjects (BW not required)
58
[ Using InfoSets to Connect to BusinessObjects w/o BW

Crystal Reports (CR) is able to connect to SAP ECC CR has direct connectivitiy to the ABAP dictionary CR can connect to the InfoSet and InfoSet/SAP Queries in SAP
http://www.sap-press.com/products/Reportingand-Analytics-with-SAP-BusinessObjects.html dA l i i h SAP B i Obj h l
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DEMO CREATING CRYSTAL REPORT AGAINST ECC SAP QUERY

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DEMO CREATING CRYSTAL REPORT AGAINST ECC INFOSET

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DEMO SETTING UP ALV USING CRYSTAL

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[TransientProvider, Enhancement Package 5

Enterprise Reporting Self Service Reporting Data Visualization Analysis Search & Exploration BusinessObjects Explorer Crystal Reports 2011 Crystal Reports for Enterprise Dashboards (Xcelsius)
Web Intelligence
Analysis Office
Analysis OLAP
Semantic Layer Direct Access Universe Based Access Direct Access
Transient Provider
SAP HCM
SAP SD
SAP FIN
3rd Party Data
Source: www.sdn.sap.com/irj/boc/bi-solution-architecture - Ingo Hilgefort

[ ECC InfoSets, Enhancement Package 05

Transient Provider allows you
to connect via a BEx Query in the local BI client of your SAP ERP system to a classic InfoSet and in that way provide real-time ERP data to your end-users in that way expose operational data to SAP BusinessObjects tools
Works like an operational infoprovider or remote cube
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[ Steps to Create Analysis Workbook Against ECC

InfoSet
Create InfoSet Set Property to Release p y SQBWPROP Create BEx Query against InfoSet Select BEx Query as a data source in Analysis
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DEMO USING ANALYSIS OFFICE TO QUERY AGAINST ECC DATA

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[ Pros / Cons of Transient Provider

Pros:
Operational BI Real-time reporting, no modeling, no loading Real time
Cons:
No hierarchies, no display attributes, no currency translation Not all InfoSets are available for use
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[ Tips
InfoSets can be used with SQVI but the Infoset needs to be in the standard,, not global area, otherwise you will receive error g , y message AQ100 InfoSet not found InfoSets using logical database read the data hierarchically If you have created a QuickView and you want to convert it to a SAP Query report, follow these three steps:
Navigate to the main screen of SAP Query (SQ01) Following menu path Queries > Convert QuickViews Select the QuickView from the dropdown box, and click the green check mark, and name the SAP query, and click the green h k k d h d l k h check mark again
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[ Tips
Avoid creating query user groups with the same list of users. It is confusing and can become difficult to maintain. g When learning SAP Query, practice in the test/quality environment and graduate to live client only after thorough understanding d t di Dont rename field names within the InfoSet
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[ Return on Investment
No ABAP Development Required Fast option for ad hoc reporting out of ECC You own it! It is part of your toolset no additional development required InfoSets can be a source of data for Crystal Reports and with ECC Enhancement Package 5 you can use InfoSets with other BusinessObjects tools
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[ Best Practices
InfoSets are to be created in a development client and tested in a test client before moving to production g p Use Logical Databases as security within those logical databases will be handled for you. Develop naming conventions
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[ Key Learnings
SAP Query is a quick way to report out of ECC with no development required p q InfoSets can be used as a data source to BusinessObjects Crystal and other BusinessObjects tools with ECC Enhancement Package 5 E h tP k As an SAP ECC customer, you own this tool! Start using it today. y
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Join the ASUG BI Community
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[ ASUG 2011 UPCOMING CONFERENCE
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[ ASUG BI/EIM Influence Sessions at TechED

Session Code BI150 BI151 BI152 BI250 BI251 BI252 EIM250 EIM350 Description The BusinessObjects Universe: An Update From the SAP BusinessObjects S B i Obj Semantic L i Layer I fl Influence C Council il ASUG Influence Council: SAP BusinessObjects Analysis SAP BusinessObjects Enterprise Influence Council SAP BusinessObjects Explorer Casual User Influence Council Best Practices for SAP NetWeaver BW and SAP BusinessObjects BI SAP BusinessObjects Mobile BI Influence Council Enterprise Data Warehouse Customer Influence Council Update SAP BusinessObjects Information Management Influence Council C il
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Date / Time 9/14 9:15 am 9/14 10: 30 am 9/15 4:30 pm 9/14 4:30 pm 9/13 2:00 pm 9/14 2:00 pm 9/15 2:00 pm 9/13 3:15 pm
@tpowlas
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SAP Query: How To Use and Expand Use SAP Query: How To Use, and Expand Use

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SAP Query: How to Use and Expand use Use,

Tammy Powlas Fairfax Water ASUG Volunteer SAP Mentor

ASUG INSTALLATION MEMBER MEMBER SINCE: 2005

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Real Experience. Real Advantage.

[ What is SAP Query?

Real Experience. Real Advantage.

[ Basic Principle of Reporting p p g

Real Experience. Real Advantage.

Real Experience. Real Advantage.

[ Why Use SAP Query?

Users can start using fast

Queries are easy to administer and support

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Report Developer epo t eve ope

[ Configuration Use Case

Real Experience. Real Advantage.

[ Configuration/How to set up SAP Query

Real Experience. Real Advantage.

[ Create User Group

A collection of SAP users grouped g p together

Real Experience. Real Advantage.

[ Creating User Groups, aka Query Groups

Global area or standard area User Groups

Real Experience. Real Advantage.

[ SAP Query: Assigning User Groups

For example, we created user groups for:

Consider creating along departmental lines

Real Experience. Real Advantage.

[ Step 1 Create User Groups SQ03

Real Experience. Real Advantage.

[ Step 1 Create User Groups SQ03

Real Experience. Real Advantage.

[ Step 2 Assign Users to User Groups

Real Experience. Real Advantage.

DEMO CREATING AND ASSIGNING A USER GROUP

InfoSets I f S can be defined as: b d f d

Real Experience. Real Advantage.

[ Possible Data Sources

Table (direct read) for a single table Logical database g

Real Experience. Real Advantage.

[ What are Logical Databases?

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Real Experience. Real Advantage.

- Create InfoSets The Change InfoSet screen is divided into 3 areas:

A list of tables in logical database

B list of field Section C groups C Field Details

Real Experience. Real Advantage.

Real Experience. Real Advantage.

[ Step 3 Create InfoSets

Real Experience. Real Advantage.

[ Step 3 Create InfoSets

[ Questions to ask about adding fields to InfoSets

Real Experience. Real Advantage.

[ Field Groups Allow for Organization within InfoSets

Real Experience. Real Advantage.

DEMO CREATING INFOSETS

Real Experience. Real Advantage.

DEMO ASSIGNING USER GROUPS TO INFOSETS