Working With Dashboard S

Working with Dashboards
Customizing Dashboards A step by step approach
Joel Harris SAP Business One Solution Expert UKI SME Solution Portfolio Development
Agenda
Introduction Technical requirements From idea to implementation Enhancements Licensing Questions
SAP Business One Roadmap Pre-delivered Dashboard

We plan to deliver predefined dashboards to provide most users with standard business monitoring capabilities important for customers in the target market of SAP Business One. We plan to ship about 10 dashboards, over time. Each dashboard can consist of a multiple information sections List of roles & dashboards under consideration with their current planned dates (subject to change): Account receiveble management (Financial management) (8.8 PL12) Sales analysis management (8.8 PL12) Service call managment (8.8 PL12) Liquidity managment (8.81) BP / item managment (8.81) Production/MRP managment (8.81) Inventory management (8.81 2011/Q1) Purchase analysis / item cost managment (8.81 2011/Q2) C-level decision making dashboards (2011/Q4) Sales Opportunity& Qoutations management. Company process control managment. Finanical managment ratios managment Project managment / cost center Partners and customers also have the opportunity to developed customized dashboards and run these in B1. In these cases a SAP Crystal Dashboard design license and a dashboard viewing license is needed. With 8.81, we move from preview to volume ready status of the dashboad capabilities.


Understanding the infrastructure
Client side
Server side
Optimal performance due to server based processing
B1 Integration Component Dashboard Mobile B1i Framework The cockpit runs on the client side Database system .
Company 1
Company 2
B1iF
SAP 2007 / Page 5

Technical requirements
General
SAP Business One versions 8.8 PL12 or higher
Server installation
SAP Business One Integration Component (B1iC)
This installs the following services on the server Integration Server Event Sender DI Proxy Installation prerequisite is Java Development Kit Standard Edition 5.0. See Installation_Guide_for_the_Integration_Component.pdf.
Client used for dashboard design

SAP Business Object Xcelsius 2008 Fix Pack 3.1 or higher Step 1 Installation SAP Crystal Dashboard Design
or SAP BusinessObjects Xcelsius Enterprise 2008 Service Pack 3.0 (https://service.sap.com/~sapidb/011000358700000879362009E)
Step 2 - Upgrade to Fix Pack 3.1 or higher Available at http://www.sdn.sap.com/irj/boc/downloads

and select Get SAP Crystal Solutions Downloads for the software product Xcelsius, Product version 2008 and select Excelsius Enterprise 2008 Fix pack 3.1 or higher
Dashboard Packaging Wizard (B1DW):

Download from the SCN at http://www.sdn.sap.com/irj/sdn/businessone
SAP 2010 / SAP Business One 8.82 minor release SRS 2787 / Page 6

Customizing your dashboards

From idea to implementation
Design
Design your required dashboard and data definitions
Query
Generate the User Query(s) in SAP Business One
Dashboard
Design Xcelsius dashboard
Flash
Export the Xcelsius dashboard into a flash
Deploy
Create a deployment package of the Dashboard(s) with SAP Business One Dashboard Packaging Wizard (B1DW)
Activate
Import the Dashboard Package in the target SAP Business One system and activate it for the users.

Design Design phase
What do we want to do? What data do we need? How should it look? What query/queries shall be created?
Query
Dashboard
Generate
Deploy
Import

Create your Query in SAP Business One Design
Path: Tools / Queries / Query generator (wizard) Use your select or stored procedures Example: SELECT TOP 10 T0.[CardCode], T0.[Balance], T0.[CreditLine] FROM OCRD T0 WHERE T0.[CardType] = '[%0]' ORDER BY T0.[Balance] DESC
Query
Dashboard
Generate
Deploy
Import

Design Xcelsius dashboard Design

Query
Copy / Create manually snapshot of data in the xls area of the Xceslius Design standard Xcelsius dashboard Store the B1 Category, Name and parameters of the user query in the specific list Create data source XML data
URL : design: http://<Server>:8080/B1iXcellerator/exec/ipo/v P.001sap0004.in_HCSX/com.sap.b1i.vplatform .runtime/INB_HT_CALL_SYNC_XPT/INB_HT_ CALL_SYNC_XPT.ipo/proc?bpm.pltype=xml&b pm.encoding=utf-8 runtime: proc?bpm.pltype=xml&bpm.encoding=utf-8 Send : parameters from the specific list (B1 Category & User query name & parameters) Load : the area where to upload data from the user query
Dashboard
Generate
Deploy
Import

Export Xcelsius dashboard into a Flash file Design

Query
Before the export, we need to switch XML Data URL as the relevant path (proc?bpm.pltype=xml&bpm.encoding=utf-8) File / Export / Flash (SWF). SWF name may not contain spaces!
Dashboard
Generate
Deploy
Import

Package the Dashboard(s) with SAP B1DW Design
Query

Dashboard
New Add-on B1DW register add-on run the add-on Tools / Dashboard Packaging Wizard Available on SDN Result : Dashboard package zip file Specify what is in the package (query / dashboard (flash file) / html file)
Generate
Deploy
Import

Import the Dashboard Package in the target SAP Business One Design
Query
Administration / Setup / General / Dashboard manager / Import B1 Category and User queries are created in target company Dashboard is uploaded Activate the Dashboard for users (General Authorizations)
Dashboard
Generate
Deploy
Import


Enhanced feature: What-If analysis
Using dials/sliders in the dashboard for simulations Standard feature of SAP Crystal Dashboard Designer :
Define
the cell with the variable Add necessary calculations / formulas using this variable into the spreadsheet Add Dial / Slider into your dashboard referring to the cell with the variable

Enhanced feature: Drill-down to B1 object
Click on the specific code in the dashboard (Item, BP, ) opens the related B1 form SAP Crystal Dashboard Design :

using Selectors / Drill-down and xls functions store the code (object index) to the specific field Create FS Command (Data Manager) name command Parameter point to the filed with the code
B1DW :
in step FSCommand Information FSCommand Object

Dashboards in SAP Business One High Level Summary of License Requirements

1. No extra license is needed to run the pre-delivered dashboards from SAP Business One. To create additional dashboards solution and license is needed. Recommended solution is SAP Crystal Dashboard Designer, Departmental Edition (approx 480 Euro) Partners designing dashboards for commercial purposes need an OEM contract with SAP. Additional SAP Crystal Dashboard Viewing License is needed for the customer to be allowed to view / use / run these customized dashboards. There is special pricing related to viewing dashboards in B1, released at the end of last year. Customers can purchase licenses on the SAP website or request their B1 partner to purchase the licenses for them. B1 partners can purchase the licenses from a BOBJ distributor and will typically receive a margin.
2.
3.
4.
5.
6.
SAP 2010 / Page 19
Viewing/running/using pre-delivered dashboard from SAP Business One

SAP Business One customers are allowed to view/run up to 30 pre-delivered dashboards from SAP (currently this is 3 predelivered dashboards) without having to purchase any additional licenses (either B1 or SAP Crystal Dashboard).
If the customer wants to create new / additional dashboards and/or view(run) these custom dashboads, the customer needs to puchase SAP Crystal licenses. Different licenses are needed for designing dashboards and viewing (running) dashboards.
SAP 2010 / Page 20
Important to keep in mind when choosing a SAP Crystal product

Dashboards in SAP Business One need more than 2 connections to the database. Some BOBJ products & licenses do not allow more than 2 connections. Dashboards in SAP Business One access live data stream. Some BOBJ products & licenses only allow access to static data. SAP Business One operates a name user license concept. Some BOBJ products have named user licensing but others have concurrent user licensing. While neither option will create any technical problems, it might be an idea to stay with named user licenses for simplicity and consistency with the B1 user licenses. SAP Crystal Report Server NUL products allow users to view dashboard, SAP Crystal Report Server CAL do not. The SAP Crystal products mentioned in this slide deck are aligned with the above points. Note: The user need to have Microsoft Excel 2003 or 2007.. Please check SAP Crystal webpages and SAP Business One dashboard document for the full & current list of software requirements.
SAP 2010 / Page 21
Designing Customized Dashboards License Requirements

SAP Crystal Dashboard Designer, Departemental Edition This is one of the basic products that can be used to design a dashboard. It allows one named user to design dashboards. This user (but no other users) can also view the created dashboards (run time). The normal price for this product is approx 880 Euro, in limited offer now for approx 480 Euro. See more details B1 partners with a valid design license are allowed to design customized dashboards for individual customers as long as they do not charge for the dashboard itself. However, they are allowed to charge the customer for the consultanty time involved in creating the dashboard. Under the standard design license, B1 partners are not allowed to design dashboards for commercial purposes (they can not sell the dashboard to one and/or multiple customers). To do so, a special OEM contract with SAP BOBJ is needed. (See here link to SAP OEM homepage) Free trail software can been downloaded for a period of 30 days.
SAP 2010 / Page 22
Viewing / Running / Using Dashboads License Requirements

A customer with only B1 user licenses is not allowed to view/run any other dashboard than the ones that are predelivered by SAP (currently this is 3 dashboards). Technically, additional customized dashboards will run on customers system. However, commercially the customers is not allowed to do so. If the customer wants to view/run customized dashboards (for example, a dashboard that a partner developed for them), they need a viewing license.
1.
SAP Crystal Dashboard Designer, Departmental Edition. This product allows one named user to design dashboards. This user (but no other users) can also view the created dashboards (run time). The normal price for this product is approx 880 Euro, in offer now for approx 480 Euro. See more details SAP Crystal Dashboard Design, Viewing Option. This product allows one named user to view dashboards. Normal price 200 euro, there will be special pricing for running in B1 only, the equivalent of 95 euro SAP Crystal Report Server, Named User License (NUL) This product allows from 5 named users to view dashboards. In addition, the product offers valuable capabilities like report scheduler, cluster all reports and dashboard on one server, etc (more), Approx end user price is 1990 euro. NB This product does not include any design license.
2.
3.
SAP 2010 / Page 23
SAP Business One Specific Pricing
SAP 2010 / Page 24
Purchasing SAP Crystal Dashboard Licenses
B1 customers can purchase directly via SAP website for end user prices
For a B1 Partner, it is not possible to purchase dashboard licenses from SAP in the same way as purchasing B1 user licenses. Dashboard tools and user licenses are not on the B1 pricelist. The products needs to be purchased from the BOBJ channel B1 Customers can purchase SAP Crystal Dashboard licenses via SAP website. The order will typically be fullfilled by an agent of SAP. (online store).
B1 partners can purchase via a distributor
B1 partners can purchase products from BOBJ distribitors (find a distributor). Prices can vary between markets and distribitors. In this presentation, the approximate end user prices excl VAT in Europe has been given for an idea of the price level. Please contact local distributor for more precise pricing information. Free trial software can been downloaded for a period of 30 days.
SAP 2010 / Page 25

Additional materials
SAP Crystal Presentation Designer (Xcelsius)

Youtube: Channel Partner Portal:
http://www.youtube.com/user/Xcelsius2008 https://service.sap.com/~sapidb/011000358700000425512009E#_Xcelsius
SAP Business Objects Help

User manual:
http://help.sap.com/businessobject/product_guides/xcelsius2008/en/Xcelsius2008_user_guide_en.pdf
Commercial books
Crystal Xcelcius for Dummies:
http://www.amazon.com/Crystal-Xcelsius-Dummies-Michael-Alexander/dp/0471779105/ref=sr_1_4?ie=UTF8&s=books&qid=1284637944&sr=8-4
Xcelsius 2008 - Dashboard best practices:

http://www.amazon.com/Xcelsius-2008-Dashboard-Best-Practices/dp/0672329956/ref=pd_bxgy_b_text_b
More information on innovations and Dashboard Creation/Licensing

SAP Channel Partner Portal:
http://channel.sap.com/sbo/innovations
SAP 2010 / Page 26


Working With Dashboard S

Загружено:

Сведения о документе

Исходное описание:

Оригинальное название

Авторское право

Доступные форматы

Поделиться этим документом

Поделиться или встроить документ

Параметры публикации

Этот документ был вам полезен?

Это неприемлемый материал?

Авторское право:

Доступные форматы

Working With Dashboard S

Загружено:

Авторское право:

Доступные форматы

Working with Dashboards

Customizing Dashboards A step by step approach