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    Building WebI Report

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    arun.kprakash7808
    This document explains how to build a Web Intelligence report using an Excel file as a data source. It provides steps to create an Excel file from a Bex query using Bex Analyzer, create a system DSN on the BusinessObjects server using the Excel driver, build a universe from the Excel file, and then create a WebI report based on that universe. It includes screenshots and describes features used in sample reports on sector sales, customer complaints, and production.

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    Download as DOC, PDF, TXT or read online from Scribd

    Building WebI Report

    Uploaded by

    arun.kprakash7808
    423 views14 pages
    This document explains how to build a Web Intelligence report using an Excel file as a data source. It provides steps to create an Excel file from a Bex query using Bex Analyzer, create a system DSN on the BusinessObjects server using the Excel driver, build a universe from the Excel file, and then create a WebI report based on that universe. It includes screenshots and describes features used in sample reports on sector sales, customer complaints, and production.

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    This document explains how to build a Web Intelligence report using an Excel file as a data source. It provides steps to create an Excel file from a Bex query using Bex Analyzer, create a system DSN on the BusinessObjects server using the Excel driver, build a universe from the Excel file, and then create a WebI report based on that universe. It includes screenshots and describes features used in sample reports on sector sales, customer complaints, and production.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    423 views14 pages

    Building WebI Report

    Uploaded by

    arun.kprakash7808
    This document explains how to build a Web Intelligence report using an Excel file as a data source. It provides steps to create an Excel file from a Bex query using Bex Analyzer, create a system DSN on the BusinessObjects server using the Excel driver, build a universe from the Excel file, and then create a WebI report based on that universe. It includes screenshots and describes features used in sample reports on sector sales, customer complaints, and production.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    of 14

    BUILDING WEBI REPORTS USING EXCEL Introduction

    This document explains building a Business Objects Web Intelligence Report using Excel file as data source and then using that report to explore WebI features. The worked example described here is to create an Excel data source from Bex Analyzer and then create a WebI report using that data source.

    Overview
    Web Intelligence Report Sector wise Sales report Customer Complaint Report Production Report Universe Unv_Sector Wise Sales_new Unv_Cust_Comp Production Report BEx Query
    YSDC03_Q0001 YQMC10_Q0001 YMPP01_PC_Q0001

    A summary of the steps required to create this report are given below. Create Excel spreadsheet with required target value data using Bex Analyzer from the Bex Query Create a system DSN on the BusinessObjects server using the Microsoft Excel Driver to point to the Excel file in the same server. Create a new Universe based on the Excel spreadsheet and export it to repository. Create a new Web Intelligence document based on the Universe.

    Local data sources were introduced in the XI 3.1 version of SAP BusinessObjects Enterprise and it is this version that is used here.

    1|Page

    Sector wise Sales report


    The objective of Sector Wise Sales Report is to analyze sales data for each sector and sales group.

    Create Excel spreadsheet using Bex Analyzer from the Bex Query
    1. Below screen shot shows Sector Wise Sales Report in Excel spreadsheet created using Bex Analyzer. The required dimensions and keyfigures are selected and modified in the Bex Analyzer and converted to Excel format. As the excel spreadsheet data source is not dynamic, the time period of the report is selected to the maximum range, 10.02.2007 to 28.03.2011 using the dimension Calendar Day.

    The Bex Query YSDC03_Q0001 used for this report is sourced from Bex Query Designer
    2|Page

    Dimensions, Keyfigures and Filters used in the Report


    Dimensions Sales Office Sales Group Sales Document Material Calender Year Calender Year/Month Calender Day Measures (FOB)Average Price (Loc Currency) (FOB)Average Price (USD) (FOB)Average Price Doc Currency) %Contribution to Total Sales Qty %Contribution to Total Sales Value Invoice Sales Quantity Invoice Sales Value (Doc Currency) Invoice Sales Value (Loc Currency) Invoice Sales Value (USD) Sales FOB Value (Doc Currency) Sales FOB Value(Loc currency) Sales FOB Value (USD) Sales Rate(Doc Currency) Sales Rate(Loc Currency) Sales Rate(USD)

    The below screen shots show Sale Order Status report and Variables Screen in Query monitor.

    3|Page

    Variables Screen

    Create a system DSN on the BusinessObjects server using the Microsoft Excel Driver
    Go to Desktop > Start > Settings > Control Panel > Administrative Tools > Data Sources ODBC

    4|Page

    Follow the dialogue boxes and create a new data source.

    Create a new Universe


    2. Open Universe Designer to create a new universe. 3. Click New to create a new connection and select the DSN from the drop-down list.

    4. Test the connection to make sure the server is responding. 5. Add table to the universe by selecting the Excel file from the list.

    5|Page

    6. Drag the table to the left pane to create the objects. The dimensions and keyfigures are converted to classes and objects in the universe. 7. Click on each object to open up a dialog box. Using the Properties tab, change the Object properties as dimension or measure. The created Universe is shown below.

    Set Custom Hierarchy using Hierarchies Editor dialogue box to enable drill down in WebI report. custom hierarchy is set for the class Sales and Time here.

    6|Page

    8. Export the Universe to the Central Management Server.

    Create a WebI Document

    Choose the Universe you want to use from the list to build a query.

    After you have chosen a universe Edit Query view is seen.


    7|Page

    Drag and drop objects to be used to Result Objects pane. Objects in this pane will be available in Edit Report view.

    You can also drop objects into Query filters pane. This will reduce amount of result records by setting a filter. The filters set in the Bex Query Designer are set as filters here.

    When query is ready, click Run Query button

    Prompts dialogue box appears. The mandatory prompts should be entered based on which the data is displayed. For example, Calendar day is given as mandatory prompt here. The date range selection based on the data in the Excel spreadsheet is entered and the query is run.

    8|Page

    This will bring the user to Edit Report view.

    Now a WebI report is generated, which can be customized in many ways. You can always back to Edit Query view by selecting Edit Query button.

    9|Page

    Tabular Views

    Graphical View

    10 | P a g e

    Some of the WebI features included in this report are Data Tracking and Drill down. Below screen shot shows data tracking enabled Report.

    11 | P a g e

    Sales Office can be drilled down to sales group and then to Sales document

    12 | P a g e

    2. Customer Complaint Report


    The objective of Customer Complaints Report is to ensure proper customer service by tracking the complaints received from customers and the number of solutions undertaken. Web Intelligence Report
    Customer Complaints Report

    Universe
    Unv_Cust_Comp_v2

    BEx Query
    YQMC10_Q0001

    Objects used in Web Intelligence Report


    Dimensions Customer Material Material Group Calendar Day Calendar Year/Month Cause Code Measures Complaint qty Notif. outstg ReturnDelivQty Total no. notifs

    13 | P a g e

    3. Production Report
    The objective of Production Report is to analyze the plant wise consumption of main material by means of the variance between Production Ratio and Planned Production Ratio.

    Web Intelligence Report Movement Report

    Universe SYN_PPC_UNV_Q1

    BEx Query YMPP01_PC_QBO01

    Objects used in Web Intelligence Report


    Dimensions Plant Order Measures Consumption Qty Planned Consumption Qty Variables VAR_Production Ratio(Displayed as Production Ratio) VAR_Planned Production Ratio(Displayed as Planned Production Ratio)

    Main Material Component

    Production Qty Planned Prod Qty

    14 | P a g e

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