Customization Tools:

Introduction to Analytics
SAP Business One
Version 10.0

PUBLIC

Welcome to Introduction to Analytics.

1
 Objectives

Objectives:
▪ List the mechanisms for displaying analytics in a user’s cockpit

▪ Describe the semantic layer and calculation views in SAP HANA

▪ Explain how dimensions and measures are used in the analytical tools

▪ Create a pervasive dashboard with actions

This course is intended to provide implementation consultants with an introduction to SAP HANA
analytics. Further, more in-depth training on analytics is provided in other courses from SAP.

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On completion of this topic, you will be able to:

▪ List the mechanisms for displaying analytics in a user’s cockpit

▪ Describe the semantic layer and calculation views in SAP HANA

▪ Explain how dimensions and measures are used in the analytical tools

▪ Create a pervasive dashboard with actions

Note that this course is only intended provide implementation consultants with an introduction to SAP
HANA analytics. Further, more in-depth training on analytics is provided in other courses from SAP.

2
 Business Intelligence in SAP Business One

Pervasive Dashboards
(in cockpit and in
document sidebars) Reports and Queries:
▪ Crystal Reports

KPIs (in ▪ System and User queries

cockpit)

Semantic Layer
Advanced Views Excel Report and Interactive
Dashboards Analysis Designer

Crystal
Dashboards

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The semantic layer in the SAP HANA database contains views (models) of operational data. Each view
integrates fields from different source tables to model a comprehensive business scenario, for
example, financial, logistics, sales, purchasing, and so on. The view insulates the user from the
technical details of the underlying tables and the need for joins.

In SAP Business One, insight into key business metrics is extracted using queries on the views and
provided to users in real-time through several mechanisms:
• Pervasive analytics dashboards in the user’s cockpit or in the sidebar of marketing documents
• Key Performance Indicators(KPIs) in the user’s cockpit
• Advanced dashboards in the user’s cockpit
• Dashboards created with Crystal Reports Designer

SAP provides pre-built pervasive dashboards, KPIs and advanced dashboards, and partners can
create additional pervasive dashboards, KPIs, advanced dashboards, and Crystal dashboards.

Additionally, end users can access the semantic views using the Excel Report and Interactive Analysis
Designer add-in for Microsoft Excel to create reports and analyses.
Users can use the SAP Business One Query Generator as well as Crystal Reports to access the views
using SQL queries.

3
 Example View: Dimensions and Measures

Customer
Product Dimension
Dimension

Customer
Product
Employee
Date
Sales Total
Sales Employee Gross Profit
Dimension Quantity Date Dimension

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A view pulls data from multiple tables and calculates results that are used for reporting and analysis.
No actual data is held in the view, it is simply a model that structures the data for queries. When the
query is run, the data is pulled from the physical tables.

Let us look at a hypothetical calculation view of a sales order transaction in SAP HANA. The view pulls
together fields from many tables that are involved in the sales order, including, as you might expect,
ORDR, RDR1, OSHP, OCRD, OCPR, OITM, ITM1, and so on.

The view pulls together two types of data: dimensions and measures:
• The dimensional data are the descriptive data such as the document number, business partner
code, sales employee, product, date, and so on. This tells you who, when and what but does not
give any quantifiable fields.
• The measurable data are the quantifiable fields that can be calculated, such as total amounts,
gross profit, tax and quantities. Using a query, you can SUM these fields.

The customer dimension represents the customer attributes referenced in the sales order, such as
document number and business partner code. The product dimension represents the item and the
characteristics for that item. The date dimension represents various dates such as Document Date,
Posting Date and Delivery Date. The sales employee dimension represents the sales employee code
in the sales order. Using a query, you can GROUP and SUM document totals by different attributes,
such as by business partner or by sales employee, or use the date dimension to aggregate data by
time.

To see a full list of the views, reference the how-to guide How to Work with Sematic Layers.

4
Cockpit Analytics

5
 Pervasive Dashboard

Pervasive dashboard is
designed using queries on the
calculation views
Here is a example of a
pervasive dashboard for
measuring opportunities
Users can:
▪ Mouse over a section to see C42000
a dimension and its 45050
associated measure
▪ Right-click to open a context
menu with actions

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A sample, pervasive dashboard is shown in the slide. The pervasive dashboard is built from a
predefined query or calculation view and shows a dimension (business partner code) and a measure
(total).
This particular dashboard measures customer opportunities. You can easily create a pervasive
dashboard to meet a specific requirement and show the data visually in charts and graphs.

The data in the pervasive dashboard is read-only and is refreshed so that the data presented to the
user is always up-to-date.

Once created, you can add the pervasive dashboard to a user’s cockpit or to an advanced dashboard.
Here, users can mouse over sections in the dashboard to see the dimension values (in this case
customer numbers) and the associated measure (in this case the potential value in opportunities).

You can also add actions to allow the user to perform related tasks, such as opening a related
document or master data record. In the example the user can launch 3 actions from the context menu.

Later in this course, you will see how to create this pervasive dashboard and actions.
 Key Performance Indicator (KPI)

▪ Key performance indicator

Name
widgets allow you to visually
evaluate the status of your
business.

▪ SAP provides prebuilt KPIs and KPI value with color

you can also design your own. indicates that this KPI
has reached its goal
▪ You can base your KPI on:
▪ Calculation view
▪ User-defined query KPI shows an upward trend.
The arrow’s color indicates a
▪ Multiple KPI widgets can display positive trend
in a user’s cockpit or advanced
The date range
dashboard

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Key performance indicators show a key metric that enables users to evaluate the status of their
business at any time. A KPI is built based on a calculation view or a user-defined query that exists in
the system. A KPI has a goal and an optional trend and tracks the progress towards the goal.

In the example, the metric is total assets, which is one of the predefined KPIs provided by SAP. The
KPI value appears in the center. Colors can be used to show if the KPI is meeting its goal. In this KPI,
the green color indicates that this KPI has reached its goal.
In the bottom right, you can the KPI trend. This KPI shows an upward trend. Once again, you can
choose colors to indicate whether the trend is good or bad.
In the bottom left, you see the date range for the KPI.

You can display KPI widgets in the user’s cockpit or inside an advanced dashboard.

SAP provides a large number of prebuilt KPIs but you can also design your own.

7
 Advanced Dashboard

▪ Supplementary, multi-
page dashboard
complements a pervasive
dashboard or KPI
▪ Built by selecting pre-
existing widgets:
▪ Pervasive dashboards
▪ KPIs
▪ Count widgets
▪ Business partner info
▪ Can be launched by user
from pervasive dashboard
or KPI

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You can create supplementary cockpits (called advanced dashboards) that allow a user to display data
related to a pervasive dashboard or a KPI. The advanced dashboard can have multiple pages and
provides quick access to multiple, related business analytics widgets.

The user launches an advanced dashboard from a pervasive dashboard or KPI widget in their cockpit.

In the example you can see the Customer 360 advanced dashboard, which is one of the predefined
advanced dashboards from SAP. This dashboard has 4 pages. Note: the Customer 360 dashboard is
hardcoded to be launched from an open business partner master data, and is NOT launched from a
pervasive dashboard or KPI.

The advanced dashboard is built by selecting pre-existing widgets:

• Pervasive dashboards
• KPIs
• Count widgets, and
• Business partner address and contact information

The dashboards and KPIs in your advanced dashboard can contain actions. Additionally you can add
filters to specific widgets to screen out unnecessary data.

8
 Crystal Reports Dashboards

▪ Dashboards created in Crystal

Dashboard Designer support
multiple panes and multiple
data sources
▪ Can be based on SAP HANA
view or other data sources

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Crystal Reports dashboards are created in the Crystal Dashboard Designer. Crystal dashboards
support visual what-if analysis and multiple panes with multiple data sources.
A separate Crystal Designer license is needed. You can use other data sources in addition to the SAP
HANA views. The dashboards are created externally and need to be imported into SAP Business One.

9
 Authorizations for Viewing and Creating Dashboards

Administration > System

▪ To create dashboards or KPIs, you need authorization to: Initialization > Authorizations
▪ The Pervasive Analytics Designer tool, and > General Authorizations

▪ The Semantic Layer or semantic layer view, plus

▪ The base query for the dashboard or KPI
▪ End users also need authorization:
▪ To view the content inside pervasive dashboards and
KPIs, users must have authorization for the objects
displayed.
▪ If a user does not have access to the query category for
the query or the view in the semantic layer behind the
dashboard, they will not be able to see data.

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Various authorizations are required to work with analytics. Generally the authorizations are found
under the Analytics subject area in the authorizations window.
To create dashboards or KPIs, you need authorization to:
• The Pervasive Analytics Designer tool, and
• The Semantic Layer or semantic layer view
Additionally you need authorization to the base query for the dashboard or KPI. Authorization to
queries are provided through categories in the Query Manager. For more information, see the Queries
course in this training.

To view the content inside pervasive dashboards and KPIs, users must have authorization for the
objects displayed. In addition, users need authorization to the query category or to the semantic layer
view, or they will not see data in the dashboard or KPI.

10
 Initializing SAP HANA Analytics

To use the analytical features in SAP URLhttps://<Server>:40000/Enablement

Business One, you need to deploy the
SAP HANA views (models) in the
company database:
• Open the SAP Business One
Analytics Administration console
using the URL
• Login with the B1SiteUser password
• Initialize the company database. The
initialization will deploy the
predefined SAP HANA models for
Semantics Layers, allowing you to
work with KPIs, Pervasive
Dashboards, Interactive Analytics,
Crystal Report and SAP Lumira.

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To use the analytical features in SAP Business One, you need to initialize the company database in the
SAP Business One Analytics Administration Console. This is normally done during the software
installation, in the post-installation activities. For more details, see the SAP Business One
Administrator’s Guide, version for SAP HANA.

You can access the console using the URL shown. You will be prompted to provide the B1SiteUser
password. In the console you can check whether the company is initialized for analytics.

The initialization will deploy the predefined SAP HANA models for Semantics Layers, allowing you to
work with KPIs, Pervasive Dashboards, Interactive Analytics, Crystal Report and SAP Lumira.
Note that 40000 is the default port number for all SAP Business One services.

11
Analytics Reports

12
 Excel Report and Interactive Analysis Designer Add-In
Tools > Excel Report and Interactive Analysis Designer

▪ Excel Report and Interactive Analysis Designer is an add-in for Microsoft

Excel
▪ The add-in adds two tabs to the Microsoft Excel menu bar:
▪ Excel Report: users can build reports based on semantic layers
▪ Interactive Analysis: users can perform ad hoc pivot table analyses
based on the semantic layers
▪ Users can launch Microsoft Excel from Tools menu in the client, or can use
the Microsoft Windows Start menu
▪ Users need valid SAP Business One license and authorizations to the
semantic layer
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Excel Report and Interactive Analysis Designer add-in allows users to access the semantic layer using
a familiar tool - Microsoft Excel.

The add-in is automatically integrated into Microsoft Excel when you install the client component (see
the Administrator’s Guide for SAP HANA).

The add-in adds two tabs to the Microsoft Excel menu bar:
• On the Excel Report tab, users can create reports intuitively, and in real-time, using the sematic
layer views
• On the Interactive Analysis tab, users can use pivot tables to do ad hoc analysis on the semantic
layers.

Users can launch Microsoft Excel from the SAP Business One client using the Tools menu, and
thereby access the two tabs. Or they can use the Microsoft Windows Start menu. If they use the start
menu, they will need to login to the company database and enter the address of the SAPHANA
database server.
Important: All users need a valid SAP Business One license appropriate to the type of data they will
access, and they need authorizations in SAP Business One to the semantic layer.

To see prerequisites for Microsoft Excel, reference the how to guide “How to Work with Excel Report
and Interactive Analysis”.

13
 Excel Report Tool

▪ On this tab the user can

open pre-built reports
and create new reports
based on the semantic
layer views Data Source Measures and Dimensions

▪ Typically these reports

are saved and run on a
regular basis
▪ Choose data source then
▪ Repository
drag measures and
management function to dimensions onto worksheet
save reports for reuse
▪ Add calculations,
parameters and time
functions to go in report

Steps for creating reports are documented in the how to guide “How to Work
with Excel Report and Interactive Analysis”.
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On the Excel Report tab, users can build new reports and charts. They can also open and edit the
existing, predefined analytical reports from SAP.

To open or create a report, first choose the data source. You can select from the deployed calculation
views in the semantic layer. When you choose a view, the measures and dimensions are shown and
you can select and drag measures and dimensions on to the worksheet. For the measure or
dimension, it is important to designate the report section as a row group, a column group, or a field.
You can also add calculations, parameters and time functions.

Using the repository management function, you can save the new report in one of the analytics
categories. Reports can be rerun from the Tools > Excel Report and Interactive Analysis menu in the
client.

Steps for creating reports are documented in the how to guide “How to Work with Excel Report and
Interactive Analysis”.

14
 Interactive Analysis Tool

▪ Interactive analysis tab is

used for ad hoc
exploration and analysis
on the semantic views
▪ The analysis is performed
in using Microsoft Excel ▪ Choose data source,
pivot tables and standard measures and dimensions
for pivot table
pivot table tools
▪ Then use pivot table fields
▪ Save and manage pivot for report
tables using Repository
management

Steps for creating interactive analyses are

documented in the how to guide “How to
Work with Excel Report and Interactive
Analysis”.
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In contrast to the Excel tab, the Interactive Analysis tab is designed for ad hoc analyses on the
semantic layers. Users can create new pivot tables or open existing pivot tables.
For a new pivot table the user selects one of the pre-defined semantic layers as a data source. The
measures and dimensions for the selected view appear in the Pivot Table Fields for selection. You can
then use the standard pivot table commands.

The measures you choose will appear in the values box and the attributes will appear as row labels.
You can move an attribute field from the Row Label box to the Column Label box, and the data will
automatically adjust to the new format. You can select fields to use a filter, either by dragging a field to
the Report Filter box or by using the filter function of MS Excel pivot tables.

Steps for creating interactive analyses are documented in the how to guide “How to Work with Excel
Report and Interactive Analysis”.

15
 Analytical Portal
URLhttps://<Server>:40000/Portal

▪ Publishes reports to users in a web

browser
▪ Supported by modern web browsers
▪ User needs an account on SAP
Business One
▪ Uses SAML to authenticate the user –
user logs in with account credentials
▪ For each user, the portal shows only
the reports they have authorization to
run
▪ User can: run and export reports, set
reports as favorites, schedule and
distribute reports, download report
output and view report running history

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The Analytical Portal publishes reports to users in real time through a web browser.
Reports developed in Crystal Reports and in the Excel Report and Interactive Analysis Designer are
available, as well as pre-defined analytical reports from SAP.

It is most useful for users on the move who do not have the SAP Business One client or Microsoft
Excel on their device. All users still need a user account on SAP Business One.

Users can access the portal using modern web browsers such as Microsoft Edge, Google Chrome,
Firefox and Safari. Microsoft Internet Explorer is not supported.

When a user accesses the portal using the URL shown in the slide, they are redirected using SAML to
login to the company using their user account credentials. Users can use single sign-on (SSO) if that is
set up.

From the portal a user can:

• Run a Crystal report or Excel report
• Export the report to PDF, HTML or Microsoft Excel
• Set reports as favorites so they display on a separate Favorites tab
• Schedule reports to run automatically
• Distribute reports via email
• Download report results to a local machine
• View the running history for reports that they have run

16
 Report Availability on the Analytical Portal

▪ Excel Report and Interactive Analysis reports are available after being saved in SAP Business One
▪ Crystal reports are available after being imported as *.rpt files using the Report and Layout Manager

▪ Each user sees only reports

for which they are
authorized
▪ See the General
Authorization topic for
details on report
authorizations

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New reports are made available in the portal as follows:

• Reports created in the Excel Report and Interactive Analysis designer are available in the portal
after being saved to SAP Business One. Anyone with authorization for these reports can view
them in the Analytic Portal.
• Reports created in Crystal Designer need to be imported into SAP Business One as *.rpt files
using the Report and Layout Manager. Then authorized users can view these reports in the
Analytic Portal.

Each user only sees the reports for which they are authorized. The user must additionally have
authorization to the objects and semantic views contained in the reports. See the General
Authorizations topic for information on report authorizations.

17
 Authorizations for Imported Reports

Set Authorization button

allows you to set the
authorization when you
import a new report

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When you import a report using the Report and Layout Manager, you can set the authorization by
choosing the Set Authorization button. This opens the Authorizations window where you can select the
authorization for the report.

18
Creating a Pervasive Dashboard

19
 Creating a Pervasive Dashboard

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In this section, you will see the steps to create a pervasive dashboard with three actions to:
• Perform an enterprise search for customer information
• Open a business partner master
• Open the Customer 360 advanced dashboard

20
 Pervasive Analytics Designer

The Pervasive
Analytics
Designer is the
common tool for
creating
pervasive
dashboards, key
performance
indicators (KPIs)
and advanced
dashboards.

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The Pervasive Analytics Designer is the common tool for creating pervasive dashboards, key
performance indicators, and advanced dashboards.
To access the tool, choose the icon in the icon toolbar in the SAP Business One client.
Note: authorizations are required both to the Pervasive Analytics Designer and to the view data.

To create a new pervasive dashboard, choose New Dashboard.

21
 Select the Data Source

The first step is to select the base

data source.

You can open a list of available

sources by choosing the Select Base
Data Source icon.

When you click on a data source,

the definition of the data source
and its results appear.

Choose OK to select it.

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The first step to select the base data source.

You can open a list of available data sources by choosing the Select Base Data Source icon.

Data sources for user-created pervasive dashboards can be user-defined queries or semantic layer
calculation views.

When you choose a data source, the definition of the data source appears with its results.

22
 Choose Measures and Dimensions

▪ The measures and dimensions of the data

source appear.
▪ Drag measures and dimensions to the target
area for your dashboard.
▪ For measures, select a calculation method:
Sum, Average, or Original.
▪ Sort the data of the measures: ascending or
descending
▪ Drag dimensions up or down to change their
display order.

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The measures and dimensions from the data source appear on the Value Settings tab. We choose
which measures and dimensions to use for the dashboard and drag them to the target area.

In our example, we drag the potential sales amount to the target measures area and drag the BP Code
to the target dimensions area. For measures, we have the option to select a calculation method: Sum,
Average, or Original. In our example, we will use Sum.

You can sort the data of the measure by ascending or descending. If you have multiple dimensions,
you can drag the dimensions up or down to change their display order.

23
 Choose Chart Type

▪ The next step is to choose a

chart type that will represent data
well for this dashboard
▪ As you choose the measures and
dimensions, a chart appears on
the right of the Basic Settings
tab.
▪ Use the dropdown to change the
chart type for the best display for
your data.

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The next step on the Basic Settings tab is to choose a chart type that represent data well for this
dashboard.

As you choose the measures and dimensions, a chart will appear on the right side of the Basic Settings
tab.

You can use the dropdown to change the chart type. In our example we will use a pie chart.

24
 Strategy Type

▪ Strategy Types allow you to do further analysis on your chart.

▪ Examples of Strategy Types:
▪ Forecasts
(for date dimensions)
▪ ABC Analysis
▪ K-means Clustering
▪ Use the dropdown menu to
add a Strategy Type

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The Strategy Type option allows you to use an algorithm to do further analysis on your chart. We will
not use this option in our example.

Examples of strategy types are:

• Forecast (only for charts with date dimensions)
• ABC Analysis
• K-means Clustering

Use the dropdown menu to choose a Strategy Type.

25
 Limit Results

Using the Limit to Top bar, you can set

the number of results to show between 5
and 300 top values.

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Another useful option on the Basic Settings tab is the ability to limit the number of results shown.

Using the Limit to Top bar, you can set the number of results to show between 5 and 300 top values.

In our examples, we will set the chart to display the top 5 business partners in terms of the number of
opportunities.

26
 Filters and Parameters

▪ In our business example, we will not use any filters

or parameters.
▪ However, if you wished to include them, you could
do so on the Filter and Parameter tab.
▪ To set up a filter, drag a dimension to the filter area
▪ A window appears where you can select a filtering
value or range.
▪ To set up a parameter, just drag a dimension over
to the parameter area, then specify the default
value.

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In our business example, we will not use any filters or parameters. However, if you wished to include
them, you could do so on the Filter and Parameter tab.

To set up a filter, drag a dimension to the filter area A window appears to edit the filter where you can
select a filtering value or range.

To set up a parameter, just drag a dimension over to the parameter area, then specify the default
value.

In the graphic, you can see what happens when the sales employee dimension is dragged into the filter
area. The Filter Editor opens to allow you to specify filter values.

27
 Save the dashboard and assign to the cockpit

Save the dashboard Add the new dashboard to a cockpit

Save a copy of the dashboard

(Save As)

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Save the dashboard by using the checkmark. The checkmark with an arrow is for Save As.

You can reopen an existing dashboard for editing by choosing it from the list of dashboards.

Once the dashboard is saved, it can be added to a user’s cockpit.

28
Adding Actions to a Pervasive Dashboard

29
 Actions in Pervasive Dashboards

There are 3 possible actions you can add to a

dashboard:
▪ Open a specific window in SAP Business One
▪ Trigger the enterprise search
▪ Open an advanced dashboard
The list of actions appears when the user right-
clicks on the data in a pervasive dashboard

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There are 3 possible actions you can add to a dashboard:

▪ Open a specific window in SAP Business One
▪ Trigger the enterprise search
▪ Open an advanced dashboard
The list of actions appears when the user right-clicks on the data in a pervasive dashboard.

30
 Action 1: Enterprise Search

To set up the action: 1

1. Choose the link for Actions.
2
2. Choose Actions to be Triggered.
3. Choose the radio button for 3 4
triggering an Enterprise Search
4. Give the action a name that will 5
appear in the context menu
5. Choose a dashboard dimension that
will supply the value for the search

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In our business example, we would like to add an action to launch an Enterprise Search to see all the
data associated with a customer whose data appears in the dashboard.

To the right of the chart, there is a link for adding actions. Click on the link to open the Action window.
Then choose Actions to be Triggered to open the Edit Action (Dashboard) window appears.

First we choose the radio button for triggering an Enterprise Search.

Then we give the action a name. This is the name a user will see for the action when it appears in the
context menu of the dashboard.

Lastly we choose the dimension from our dashboard chart that will supply the value to be used in the
search.

In our example, we have only one dimension, the customer dimension, in our chart, therefore we see
only one dashboard dimension checkbox available.

31
 Launching the Search Action

▪ A user can right-click on the chart and launch the Enterprise Search from a list of actions
▪ The customer code associated with that pie chart section is then passed into the Enterprise Search

C42000
45050

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When a user views the dashboard in their new role-based cockpit, they can right-click on the chart in
the dashboard and launch the Enterprise Search from a list of actions. The customer code associated
with that pie chart section is then passed into the Enterprise Search.

32
 Action 2: Open a window

▪ Choose the Action link

▪ Choose Actions to be Triggered to open
the Edit Action (Dashboard) window
▪ Choose the radio button:
Open SAP Business One window
▪ Give the action a name
▪ Choose the window to open

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In our example, we would also like to add an action to open a Business Partner Master window. We
want to be able to right-click a section of the pie chart and open the business partner master for that
customer.

Once again we open the Edit Action (Dashboard) window.

This time, we choose the radio button to open an SAP Business One window.

Then we give the action a name that will be used in the context menu.

Next we use the dropdown to choose the window we wish to open with the action. In our case we
choose the Business Partner Master Data window.

33
 Data Binding for an Action

▪ Data binding allows us to specify which

dimension’s value to pass to the window.
▪ We pass the value from the customer
dimension from the chart to the window.

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We need to set up data binding for the action. Data binding allows us to specify which dimension’s
value to pass to the window.

Because our dashboard displays the percentage of opportunities for each customer, the only
dimension with values we can pass is the customer dimension. The main field in the Business Partner
master is the Business Partner Code so we choose to pass that value from the chart to the window.

34
 Using the action in a cockpit

▪ When a user views the dashboard in the

cockpit, the action appears in the context C42000
menu. 45050
▪ When the window opens, it displays the
master data for the customer chosen in
the chart.

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When a user views the dashboard in their new role-based cockpit, the action to open the window will
appear in a context menu when a user right-clicks on the graph section of the dashboard. When the
window opens, it displays the master data for the customer chosen in the chart.

35
 Launching Documents

Setting up an action to launch document windows The difference is that there can be many documents
is the same as setting up an action for master data for a business partner.
windows.

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We saw how to open a window for master data but we can open a window for documents as well.
Setting up an action to launch document windows is the same as setting up an action for master data
windows. The difference between these objects is that there can be many documents associated with
a particular business partner.

As you can see in the graphic on the right, we set up the data binding for the business partner field so
that when we launch the action, the business partner value is passed to the sales quotation document
window.

On the right we see the result of launching the action from a chart, the sales quotation window is
opened along with the List of Sales Quotations for the business partner value.

36
 Action 3: Open an Advanced Dashboard

The sales manager wants his team to

view a page with information for each
customer whose data appears on that
chart. C42000
45050

We can do that by
adding an action to open
an advanced dashboard.

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The sales manager wants his team to be able to open up and view a page with additional information
for each customer whose data appears on that chart. We can do that by adding an action to open an
advanced dashboard.

An advanced dashboard is basically another set of pages you can open that contain additional
pervasive dashboards and key performance indicators. They are used to give additional insight behind
results found in a dashboard. For example, when the a sales person spots a customer who has a lot of
sales opportunities, she could choose to open an advanced dashboard with additional sales analysis
on that customer that could give her a keener insight on sales patterns for that customer and on top
selling items that she could promote to them.

The Customer 360 Advanced Dashboard is a predefined advanced dashboard. It contains 4 pages of
analytics focused on a specific customer. The pages include general, sales, logistics and receivables
information. It is also possible to design a custom advanced dashboard.

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 Setting up an Advanced Dashboard action

1. Choose the radio button.

2. Give the action a name.
2
3. Specify which advanced
3
dashboard to launch.
4. Set up data binding to pass 4
the value to a filter used in the 1
advanced dashboard.

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Setting up the action to launch an advanced dashboard is very similar to settingup other actions.

Once again we choose the appropriate radio button. Then we give the action an appropriate name.

We specify which advanced dashboard we wish to launch. Creating and editing the advanced
dashboard is done elsewhere in the Pervasive Analytics Designer. In our example, we have already
created an advanced dashboard called Sales.

Then we set up data binding to pass the dimensional value to a filter that is used in the dashboard. In
this way, we can filter KPIs or pervasive dashboards in the advanced dashboard to show data related
only the customer we are interested in.

In our advanced dashboard, we have already set up a filter using the customer code field to narrow the
data displayed in the elements of the advanced dashboard. In the data binding area, we choose the
Business Partner Code dimension in our dashboard to pass the customer value into the Customer
Filter.

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Adding a Pervasive Dashboard to a Document
Sidebar

39
 Displaying the Dashboard in a Document Sidebar

▪ The Link to B1 Window action will not appear in a

dashboard when it is used in a cockpit.
▪ The process for linking the dashboard to an object is
similar to the other actions.

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Imagine that the sales manager wants to see a dashboard that shows opportunity status for business
partners by using the sales opportunity analysis analytic view.

This can be done using an action to link the dashboard to the Business Partner Master window. The
process for linking the dashboard to an object is similar to the other actions.

Once again you choose the link to open the area where you create and manage actions. Then choose
the option to Display Dashboard in Sidebars. This will open a window where you define the action.

Unlike the other types of actions, this action will not appear in a context menu when the dashboard is
used in a cockpit.

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 Create the Dashboard

▪ For our dashboard:

▪ Data Source:
Opportunity Win Rate Analysis
Calculation View
▪ 1 Measure:
▪ Number of Opportunities
(as a sum)
▪ 2 Dimensions:
▪ BP Code
▪ Opportunity Status
▪ Chart type: Column Chart

You must have a dimension in

common between the data source
and target window.

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We create the dashboard using the same process steps we used previously.
We choose the Opportunity Win Rate Analysis for the data source.
For the measure we choose the Number of Opportunities as a Sum, and we add 2 dimensions: the
BPCode and the Opportunity Status.
We set the chart type to a Column Chart.
Now we are ready to add the action to embed analytics in the Business Partner Master. Note that you
must have a dimension in common between the data source and the linked window.

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 Create the Link

▪ Choose Option:
Display Dashboard in Sidebars
▪ Process is similar to other actions
▪ Radio button: Link to SAP Business
One Window
▪ Give name to action
▪ Select window where dashboard
should appear

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The next step is to add the action that creates the link.
The only difference is that you choose Display Dashboard in Sidebar.
Otherwise, the process is very similar to creating the actions we created previously.
▪ Select the Link to SAP B1 window radio button.
▪ Give a name to the action.
▪ Select the window where you want the dashboard to appear. In our example, the target window is
the Business Partner Master

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 Data Binding

▪ Select the dimension that

corresponds to a field in the
target window.
▪ You can select more than one
dimension/field for the window.
▪ For our example, we choose the
BP Code from the data source
to map to the BP code in the
Business Partner Master
window.

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Next, we need to enter information for data binding.

We select the dimension that corresponds to a field in our target Business One window.

You can add additional data bindings to select more than one dimension and target field for the
window.

For our example, we choose the BP code from a list of available dimensions from our data source that
are listed in the dropdown in the data binding section. We map the BP code from our data source to
the BP Code field in the Business Partner Master window.

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 Viewing Embedded Analytics

When we open a customer record, we see a filtered version of the analysis showing the number of
won, lost and open opportunities for that customer.

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After saving the dashboard, we will be able to view the embedded analysis in the Business Partner
master window.

When we open the Business Partner master for one of our customers, we will see a tab on the right of
the window allowing us to open analytics.

For each customer record, we see a filtered version of the analysis that shows the number of won, lost
and open opportunities for that particular customer.

To view embedded analytics, you must have selected the option in General Settings on the Display
tab: Enable sidebar in windows to display recommendations and linked dashboards

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 Summary
Here are some key points to take away from this topic:
▪ The semantic layer is an abstraction layer in the SAP HANA database that contains views
(models) of operational data.
▪ Users can access and consume the views using:
• Pervasive analytics dashboards
• Key Performance Indicators(KPIs)
• Advanced dashboards
• Crystal dashboards
• Excel Report and Interactive Analysis Designer
▪ Views include dimensions (descriptive data) and measures (quantifiable fields that can be calculated).
▪ The pervasive dashboard is built from a user-defined query or calculation view and shows a dimension
(such as business partner code) and a measure (such as total or quantity).
▪ You can add actions to a pervasive dashboard to open an SAP Business One window, trigger an enterprise
search, or open an advanced dashboard containing related analytics. Data binding is used to filter the data
in the opened window, the enterprise search or the advanced dashboard.
▪ An advanced dashboard can contain pervasive dashboards, KPIs, count widgets, and business partner
address and contact info
▪ The Analytical Portal enables users to access reports through a web browser.
© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 45

Here are some key points about this topic:

▪ The semantic layer is an abstraction layer in the SAP HANA database that contains views (models)
of operational data.
▪ Users can access and consume the views using:
• Pervasive analytics dashboards
• Key Performance Indicators (KPIs)
• Advanced dashboards
• Crystal dashboards
• Excel Report and Interactive Analysis Designer
▪ Views include dimensions (descriptive data) and measures (quantifiable fields that can be
calculated).
▪ The pervasive dashboard is built from a user-defined query or calculation view and shows a
dimension (such as business partner code) and a measure (such as total or quantity).
▪ You can add actions to a pervasive dashboard to open an SAP Business One window, trigger an
enterprise search, or open an advanced dashboard containing related analytics. Data binding is
used to filter the data in the opened window, the enterprise search or the advanced dashboard.
▪ An advanced dashboard can contain pervasive dashboards, KPIs, count widgets and business
partner address and contact information
▪ The Analytical Portal enables users to access reports through a web browser.

45
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