Sap Query

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SAP Query: How to Use and Expand use

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SAP Query: How to Use, and Expand use
Tammy Powlas
Fairfax Water Fairfax Water
ASUG Volunteer
SAP Mentor SAP Mentor
APRIL ZANELLI
[
ASUG INSTALLATION MEMBER
MEMBER SINCE: 2005
GRAZIELLA SBALCHIERO
[
ASUG INSTALLATION MEMBER
MEMBER SINCE: 2009
ARVIND SINGH
[
[Fairfax Water
Largest Water Utility in Virginia
1 7 million customers 1.7 million customers
AAA bond rating
400 employees p y
Fairfax Water produces, on average, 160 million gallons of
water per day.
O f f V h f F f W One out of five Virginians gets their water from Fairfax Water
Real Experience. Real Advantage.
2
[Learning Points
What is SAP Query
How to set up 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)
3
[Learning Points
What is SAP Query
4
[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 ranked lists and easy downloads to Excel
Before using, check if SAP standard reports might already meet
your requirements
5
[
Basic Principle of Reporting p p g
Tools
Define
Generate
List
6
Source: SAP
[Reporting Options
SAP provided reports
Custom coded reports (ABAP) 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
Th d P Third Party
Business Warehouse/BusinessObjects
7
[Why Use SAP Query?
Allows end users to develop, change, and execute their own
queries q
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 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
What is SAP Query
9
[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
Power User
Casual User
Report Developer
Power User
10
epo t eve ope
[Configuration Use Case
Actor: Report Developer
Description: Configuration of SAP Query Description: Configuration of SAP Query
Successful criteria: InfoSets and User Groups created
Two Components:
User (query) groups
InfoSets
11
[Configuration/How to set up SAP Query
Configuration steps:
Create User Groups Create User Groups
Assign Users to User Groups
Create InfoSet
Assign InfoSet to User Group
12
[Create User Group
User groups are a collection of SAP users grouped together
Does not have anything to do with security 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 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
13
g p
together
[Creating User Groups, aka Query Groups
Global area or standard area
User
Create/Change/Delete
User
Groups
Create/Change/Delete
Assign InfoSets Assign InfoSets
14
Source: SAP
[SAP Query: Assigning User Groups
All users in a user group
Access the same InfoSets Access the same InfoSets
See all queries for the user group
Can have different authorization for creating and changing
i queries
For example, we created user groups for:
Accounts Payable Accounts Payable
Customer Care Center
HR/Payroll
General Ledger
Consider creating along departmental lines
15
[Step 1 Create User Groups SQ03
Queries from assigned user
group show up here to
access access
16
[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
17
[Step 2 Assign Users to User Groups
Enter the
user IDs for
all the users
you want in
the group the group
Click Save
18
[
DEMO CREATING AND DEMO CREATING AND
ASSIGNING A USER GROUP
19
[Create InfoSets
InfoSets is a source of data
InfoSets can also be used in QuickViewer (SQVI), Crystal and a InfoSets can also be used in QuickViewer (SQVI), Crystal and a
variety of BusinessObjects products
Define data and field in the InfoSet
I f S b d f d InfoSets can be defined as:
An ECC table
An ABAP program An ABAP program
A Logical Database (LDB) most common and a best practice
20
[Possible Data Sources
Table join (inner, outer)
Inner joins only data records that have join conditions are 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 are also included in the left-hand table
Table (direct read) for a single table
Logical database g
Database tables that are determined in the structure of the
logical database
B i i I f S f L i l D b Best practice is to create an InfoSet from a Logical Database
21
[What are Logical Databases?
Logical databases are a pre-arranged hierarchical subset of data
250 are in NetWeaver 7 0, pre-delivered by SAP 250 are in NetWeaver 7.0, pre delivered by SAP
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) FMB Funds Management (based on BCS)
22
[Step 3 - Create InfoSets
Enter transaction
SQ02 SQ02
Enter a name for
InfoSet
Click Create
First you decide whether the InfoSet belongs to the
standard or global area standard or global area
All SAP objects begin with prefix /SAPQUERY/
Consider using naming conventions to
ensure standards are followed for naming
23
g
consistency
Enter a Enter a
Name for
InfoSet (title)
Select a
data source
Click Enter
24
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
C Field Details
Only the items in the
B section will be seen
B
B section will be seen
by users when creating
reports
Datasets are divided into logical
p
You create Field
Groups using the
g
units. These are called field groups.
You have to assign a field to a field
group so that the user can output
Groups using the
Create button to make
logical groupings of
group so that the user can output
the field is in the list.
your fields
Field groups are classified to
provide a logical division of data
26
[Step 3 Create InfoSets
Add fields to
each field each field
group by
right clicking right clicking
on them in
Section A and
Section A
Section B
selecting add
field to field
d group or drag
them over
27
[Step 3 Create InfoSets
Generate
When you are finished
adding fields:
Generate
1. Click Save
2 Click Generate to 2. Click Generate to
build InfoSet; checks
for errors
The system manages
every InfoSet in two
versions: A generated
3. Click Back to return
to main screen of
versions: A generated
version and a revised
version.
28
to main screen of
Infoset
version.
[Questions to ask about adding fields to InfoSets
Which fields contain data for your company?
Ask your users 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
29
[Field Groups Allow for Organization within InfoSets
Organizes data by logical groupings
Pull only the fields needed Pull only the fields needed
Helps with security as users only see what they need to see
30
[
DEMO CREATING DEMO CREATING
INFOSETS
31
[Step 4 - Assign Each InfoSet to a User Group
Select InfoSet
Cli k Click
Role/User
Group Group
Assignment
S l t U Select User
Group
created in created in
Step 2
Click Save
32
Click Save
[
DEMO ASSIGNING USER 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 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 How to manage your users
Standardize naming conventions
Be sure to add your own user ID to your newly created group
34
[Learning Points
What is SAP Query
Key Decisions before using SAP Query y g y
35
[Query Use Case
Actor: Power User
Description: Creates Query 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 Basic lists are most common
36
[Steps to Create Reports with SAP Query
1. Enter the report a name
2 Enter a title/format 2. Enter a title/format
3. Select field groups
4. Select fields
5. Add fields to the selection screen
6. Maintain order and output of fields
7. Enter Selection Screen
8. View report
37
[Creating SAP Query Report
E SAP Enter SAP
Query with
transaction
SQ01
Enter a name for
your report
Click Create
Select InfoSet
from the list
Use a naming convention for your reports
38
Use a naming convention for your reports
so you can locate your queries quickly
[Navigating Between Screens
Title
Navigation Level
Title
Format
Field
Groups
Field
Selection
Selection
Fields
39
Source: SAP
[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 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 in your report
42
[Add Fields to Selection Screen
You select fields to
appear on the
selection screen as
criteria
T b i li To create a basic list
report, click the
Basic List button
43
[Basic List Line Structure
Set up what you Set up what you
want your report to
look like
Indicate the order
and output of your
fields and indicate fields and indicate
any counts or totals
Click Save Click Save
Press F8 to execute
your report or click
44
y p
the Test toolbar icon
[Your Finished Report
Complete
selection
criteria
Click Execute Click Execute
45
[Your Finished Report
46
[
DEMO CREATING A QUERY DEMO CREATING A QUERY
47
[Executing Query Use Case
Actor: Casual User
Description: Executes Query Description: Executes Query
Successful criteria: Query successfully executed
48
[Learning Points
What is SAP Query
49
[Key Questions before using SAP Query
What is the client/transport strategy?
Will you use the standard or global application area? 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 queries and p p , q
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
d ti production
You need to ensure that you have the right data
53
[What Can you Base Queries on?
SAP Query allows you to create queries based on:
Logical databases (LDBs) 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 efficient and provide accurate output
An InfoSet can be created on any of these. Best practice is to
use the Logical database
54
[How to Manage End Users
Users are assigned via a special role in production to user
groups g p
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
55
[Security
Options
Set security so that some users can create reports, while others 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 only what allowed to use
56
[ Comparison
Readily Available in ECC
Requires Purchase /
Implementation
SAP Standard Reports
SAP Provided tools:
Implementation
Business Warehouse /
BusinessObjects
SAP Provided tools:
Report Writer
Report Painter
SAP Q
j
Third Party add-ons
SAP Query
QuickViewer
Custom Coded Reports p
57
[Learning Points
What is SAP Query
Key Decisions before using SAP Query y g y
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 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/Reporting-
d A l i i h SAP B i Obj h l and-Analytics-with-SAP-BusinessObjects.html
59
[
CRYSTAL REPORT AGAINST
ECC SAP QUERY
ECC SAP QUERY
60
[
CRYSTAL REPORT AGAINST
ECC INFOSET
ECC INFOSET
61
[
DEMO SETTING UP ALV DEMO SETTING UP ALV
USING CRYSTAL
62
[
TransientProvider, Enhancement Package 5
Enterprise Reporting
Self Service
Reporting
Data Visualization Analysis
Search &
Exploration
Crystal Reports
2011
Crystal Reports
for Enterprise
Web Intelligence
Dashboards
(Xcelsius)
Analysis Office Analysis OLAP
BusinessObjects
Explorer
Semantic Layer
Direct Access Direct Access Direct Access Direct Access Universe Based Access Universe Based Access
Transient Provider
SAP HCM SAP SD SAP FIN
3
rd
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
64
[Steps to Create Analysis Workbook Against ECC
InfoSet InfoSet
Create InfoSet
Set Property to Release - p y
SQBWPROP
Create BEx Query against InfoSet
Select BEx Query as a data source
in Analysis
in Analysis
65
[
DEMO USING ANALYSIS DEMO USING ANALYSIS
OFFICE TO QUERY AGAINST
ECC DATA
ECC DATA
66
[Pros / Cons of Transient Provider
Pros:
Operational BI Real-time reporting, no modeling, no loading Operational BI Real time reporting, no modeling, no loading
Cons:
No hierarchies, no display attributes, no currency translation
Not all InfoSets are available for use
67
[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) 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
h k k d h SAP d l k h green check mark, and name the SAP query, and click the green
check mark again
68
[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
d t di understanding
Dont rename field names within the InfoSet
69
[Return on Investment
No ABAP Development Required
Fast option for ad hoc reporting out of ECC 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 BusinessObjects tools
70
[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
71
[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
E h t P k 5 Enhancement Package 5
As an SAP ECC customer, you own this tool! Start using it
today. y
72
[Check it out!
Join the ASUG BI Community
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Follow us on Twitter:
http://twitter.com/asug_bi
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On-Line ASUG Business Intelligence Community
Opt-In from your ASUG Profile to get updates Opt-In from your ASUG Profile to get updates.
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Visit us at www.asug.com
[
ASUG 2011 UPCOMING CONFERENCE
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[
ASUG BI/EIM Influence Sessions at TechED
Session Code Description Date / Time
BI150 The BusinessObjects Universe: An Update From the SAP
B i Obj S i L I fl C il
9/14 9:15 am
BusinessObjects Semantic Layer Influence Council
BI151 ASUG Influence Council: SAP BusinessObjects Analysis 9/14 10: 30 am
BI152 SAP BusinessObjects Enterprise Influence Council 9/15 4:30 pm BI152 SAP BusinessObjects Enterprise Influence Council 9/15 4:30 pm
BI250 SAP BusinessObjects Explorer Casual User Influence
Council
9/14 4:30 pm
BI251 Best Practices for SAP NetWeaver BW and SAP
BusinessObjects BI
9/13 2:00 pm
BI252 SAP BusinessObjects Mobile BI Influence Council 9/14 2:00 pm
EIM250 Enterprise Data Warehouse Customer Influence Council
Update
9/15 2:00 pm
EIM350 SAP BusinessObjects Information Management Influence
C il
9/13 3:15 pm
Council
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SAP Query: How to Use and Expand use

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