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Selecting the Right SAP BusinessObjects BI Client Product for SAP BW Customers
- 2. Disclaimer
This presentation outlines our general product direction and should not be
relied on in making a purchase decision. This presentation is not subject to
your license agreement or any other agreement with SAP. SAP has no
obligation to pursue any course of business outlined in this presentation or
to develop or release any functionality mentioned in this presentation. This
presentation and SAP's strategy and possible future developments are
subject to change and may be changed by SAP at any time for any reason
without notice. This document is provided without a warranty of any kind,
either express or implied, including but not limited to, the implied warranties
of merchantability, fitness for a particular purpose, or non-infringement. SAP
assumes no responsibility for errors or omissions in this document, except if
such damages were caused by SAP intentionally or grossly negligent.
© 2011 SAP AG. All rights reserved. 2
- 3. Selecting the Right SAP BusinessObjects BI Client
… one part of your overall BI Strategy
WHY is using the RIGHT client so important?
.. It helps to address the business needs and requirements
.. It can help to increase the adoption of your overall BI implementation
.. It can help to increase overall business self service
… and using the WRONG client so detrimental?
.. will lead to user dissatisfaction
.. will lead to the “usual behavior”: exporting data, duct tape BI (Excel), untrusted information
.. will slow down the overall adoption of your BI strategy
© 2011 SAP AG. All rights reserved. 3
- 4. SAP BusinessObjects BI 4.x
Interactive
Reporting
Dashboards & Analysis
Visualization
BI Platform Search &
Reporting
Exploration
Trusted Data
© 2011 SAP AG. All rights reserved. 4
- 5. SAP BusinessObjects BI Client Portfolio
SAP BusinessObjects BI solutions provide business users with access to unified
information through a broad suite of BI tools for confident decision making and
alignment across people and teams on a single, scalable BI platform
Dashboards and Interactive BI Application
Reporting Analysis Data Exploration Design
Visualization Reporting
How do I access How do I visualize How do I answer How do I How do I find How can IT create
and transform data for better ad hoc questions determine trends immediate centrally from
corporate data decision making? and interact with from complex answers to simple to complex
into highly information? historical data and business BI applications for
formatted reports possibly make questions? a larger audience
for greater better forecasts? ?
insight?
© 2011 SAP AG. All rights reserved. 5
- 6. Selecting the Right SAP BusinessObjects BI Client
Different Needs Require Different Experience
Middle Management Placeholder Placeholder Executive
text text
Information
Business Analyst Placeholder Individual Contributor
text
© 2011 SAP AG. All rights reserved. 6
- 7. Selecting the Right SAP BusinessObjects BI Client
Different Needs Require Different Experience
Middle Management Placeholder Placeholder Executive
text text
Analyze regional goals and Oversee cross department / line of
strategic KPIs business performance and evaluate
different scenarios for planning and
Analyze information to measure forecasting purposes.
the progress toward set goals and
KPIs. Combine and review analytics with
company strategies and goals to
Information continuously improve company
performance
Business Analyst Placeholder
Individual Contributor
text
Leverage actual and historical data Review regular account
to create detailed planning scenarios statements to control customer
invoices and vendor accounts.
Leverage data and tools to provide
answers ad-hoc to the management Fulfill management requests for
and executive team so that information as simply as
decisions are based on solid possible.
information.
© 2011 SAP AG. All rights reserved. 7
- 8. Selecting the Right SAP BusinessObjects BI Client
Different Needs Require Different Experience
Your consumer is driving the business requirements
• We will focus on the consumer of reports and analytics in this presentation
• IT will always play a role as part of your BI deployment to build the foundation
Web
• Setting up BEx Queries Intelligence
Analysis • Setting up BEx Queries
• Setting up connections • Creating pre-defined
workbooks
• Building BI & Planning
Applications
Crystal IT Dashboard
Reports s
• Report Design
• Dashboard Design
© 2011 SAP AG. All rights reserved. 8
- 9. Selecting the Right SAP BusinessObjects BI Client
Different Needs Require Different Experience
SAP BusinessObjects
Dashboards
Middle Executive
Management
Analysis, edition Analysis, edition for SAP BusinessObjects Explorer SAP BusinessObjects Dashboards
for OLAP Microsoft Office
Crystal Reports
Analysis, edition
for OLAP
Business Individual
Analyst Contributor
Analysis, edition for
Analysis, edition for Web Intelligence
Web Intelligence Microsoft Office
Microsoft Office
© 2011 SAP AG. All rights reserved. 9
- 10. Selecting the Right SAP BusinessObjects BI Client
Crystal Reports
Consume standardized reports to review operational metrics
Receive alerts from pre-built reports and leverage information for follow up
Use guided interactivity for filtering and selecting the right information
Individual Contributor
Analysis, edition for Microsoft Office
Consume and interact with information using prepared workbooks
Analyze operational metrics inside the Microsoft Office environment
Follow guided analysis using pre-built BI applications
Web Intelligence
Edit pre-built reports without the need for IT or a report designer
Use interactive reporting capabilities to access and analyze a variety of data sources
Share reports with larger audience and make use of product interoperability
© 2011 SAP AG. All rights reserved. 10
- 11. Selecting the Right SAP BusinessObjects BI Client
Analysis, edition for Microsoft Office
Analyze corporate information to fulfill ad hoc requests from management
Review actual and historic data and use information as part of planning forecasts
Build and share Microsoft Excel based BI applications for guided analysis
Business Analyst
Analysis, edition for OLAP
Analyze and interact with corporate data in a zero-client via the web
Build and share multi-dimensional workspace to reach a larger audience
Use Analysis as starting point and leverage product interoperability for details
Web Intelligence
Use interactive reporting capabilities to access and analyze a variety of data sources
Create and edit reports without the need for IT or a report designer
Share reports with larger audience and make use of product interoperability
© 2011 SAP AG. All rights reserved. 11
- 12. Selecting the Right SAP BusinessObjects BI Client
Analysis, edition for Microsoft Office
Analyze and review corporate KPIs and measure progress towards set goals
Share findings with upper management in form of presentations with live data
Use actual and historical data for detailed planning scenarios to enable realistic
Middle Management forecasting
Analysis, edition for OLAP
Analyze and interact with corporate data in a zero-client via the web
Share prepared or private workspace with other users
Leverage product interoperability to share findings with other BI clients
SAP BusinessObjects Dashboards
Receive an overview on corporate KPIs using easy consumable visualization
Leverage interactive dashboards to conduct own analysis
Navigate to detailed information to analyze further down to the root cause
© 2011 SAP AG. All rights reserved. 12
- 13. Selecting the Right SAP BusinessObjects BI Client
SAP BusinessObjects Dashboards
Track and analyze company wide metrics using real-time interactive dashboards
Leverage what-if capabilities to evaluate different planning scenarios
Provide navigation for further analysis using product interoperability
Executive
SAP BusinessObjects Explorer
Answer ad-hoc questions anywhere, anytime using historic and real-time data
Search and explore information by using natural words and simple visualizations
Access large volumes of information on-premise and on device
© 2011 SAP AG. All rights reserved. 13
- 14. Selecting the Right SAP BusinessObjects BI Client
How can Analysis, edition for Application Design help you ?
Consume and interact with information using simplified BI templates
Analyze information on mobile devices
Executive
Leverage BI applications for planning and forecasting scenarios
User product interoperability to share results with other BI clients
CREATE
CONSUME
Middle
Management
Create BI applications and design guided navigations
Leverage BI applications for planning and forecasting scenarios
IT
Business
Analyst
Consume and interact with information using simplified BI templates
Use pre-built workbooks with guided steps
Individual
Contributor
© 2011 SAP AG. All rights reserved. 14
- 15. SAP BusinessObjects Analysis,
edition for Microsoft Office
Middle Management Business Analyst Individual Contributor
Multidimensional data analysis with
native Microsoft Office user experience
• Analyze and interact with data in
Microsoft Excel to discover, compare, and
forecast business drivers
• Create live data presentations with
Microsoft PowerPoint to share business
insights
• Create predefined workbooks for
simplified data analysis
© 2011 SAP AG. All rights reserved. 15
- 16. SAP BusinessObjects Analysis, edition for OLAP
Business Analyst
Multidimensional data analysis within a
web-based environment
• Analyze and interact with data through
dedicated web client to uncover answers
to business questions
• Create workspaces for private usage or
to share business insights across the
enterprise
• Run SAP BusinessObjects Analysis,
edition for OLAP with other business
analytic solutions integrated on the same
BI platform
© 2011 SAP AG. All rights reserved. 16
- 17. Preview: SAP BusinessObjects Analysis, edition for application design
Analytical & Planning Applications
Executive Middle Business Individual
Management Analyst Contributor
Rich and Intuitive design environment
for building powerful analytical and
planning BI applications
• Leverage a large set of out-of-the-box
design components and the ability to
customize using simple scripting language
• Create applications for on-premise and
on-device using the latest technology, such
as HTML5 rendering
• Create applications optimized for SAP
NetWeaver BW and SAP HANA
This presentation and SAP’s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided
without a warranty of any kind either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.
© 2011 SAP AG. All rights reserved. 17
- 18. SAP Crystal Reports
Individual Contributor
Design well-formatted, layout-focused
reports
• Create professional reports following
strict layout presentation: legal, business,
financial, and regulatory
• Build guided interactivity into reports to
enable faster decision making
• Report off any type of data source and
transform raw data into detailed data
analysis
© 2011 SAP AG. All rights reserved. 18
- 19. SAP BusinessObjects Web Intelligence
Middle Management Business Analyst Individual Contributor
Ad hoc interactive reporting
• Access, analyze, format, and share
business insights, all in one tool.
• Create queries easily without the need to
engage a report designer
• Query on any type of data source with
built-in features focused on easy data
analysis
© 2011 SAP AG. All rights reserved. 19
- 20. SAP BusinessObjects Dashboards
Executive Middle Management
Visualize complex data easily with
interactive dashboards
• Monitor key performance indicators
through library of rich visualizations
• Perform “what-if” scenario-based
analysis with interactive controls
• Drill into reports and analytics for further
data analysis
© 2011 SAP AG. All rights reserved. 20
- 21. SAP BusinessObjects Explorer
Executive
Search relevant information and direct
exploration of data
• Answer investigative questions and
obtain facts quickly
• Self-service access to data without the
need for predefined report or query
• Automatic generated visualizations for
immediate insight on data
© 2011 SAP AG. All rights reserved. 21
- 23. Selecting the Right SAP BusinessObjects BI Client
Comparing Product Capabilities
Analysis,
Crystal Analysis,
Crystal Web SBOP Edition for
Reports for edition for SBOP Explorer
Reports 2011 Intelligence Dashboards Microsoft
Enterprise OLAP
Office
Highly formatted
reporting
Parameterized / Dynamic
Layout
Self – Service reporting /
Free form layout
Hierarchical capabilities
Data Visualization
Product Interoperability
Guided Navigation
Mobile Reporting
© 2011 SAP AG. All rights reserved. 23
- 24. Selecting the Right SAP BusinessObjects BI Client
Comparing Product Capabilities – SAP Data Sources
Analysis,
Crystal Analysis,
Crystal Web SBOP Edition for
Reports for edition for SBOP Explorer
Reports 2011 Intelligence Dashboards Microsoft
Enterprise OLAP
Office
SAP ECC * * *
SAP ECC via Transient
Provider ECC 6 - EhP05
SAP NetWeaver BW
(BI Consumer Services)
SAP NetWeaver BW
(MDX)
SAP NetWeaver BW
(Relational)
SAP NetWeaver BWA (via
SAP BW)
SAP NetWeaver BWA
(directly)
SAP HANA (directly) *
Non-SAP Sources
* - New planned capability with SAP BusinessObjects BI 4.0 Feature Pack 03
© 2011 SAP AG. All rights reserved. 24
- 25. Selecting the Right SAP BusinessObjects BI Client
Comparing Product Capabilities – Hierarchical Capabilities (1/2)
Analysis,
Crystal Analysis,
Crystal Web SBOP Edition for
Reports for edition for SBOP Explorer
Reports 2011 Intelligence Dashboards Microsoft
Enterprise OLAP
Office
Hierarchical member
selection *
Level Based Member
Selection * * *
Selection based on
Nodes and Leafs *
Hierarchical parameters *
Hierarchical Charting
Hierarchies in crosstab
Hierarchical Report
Design
Ad-Hoc Exchange of
Hierarchies
* - New planned capability with SAP BusinessObjects BI 4.0 Feature Pack 03
© 2011 SAP AG. All rights reserved. 25
- 26. Selecting the Right SAP BusinessObjects BI Client
Comparing Product Capabilities – Hierarchical Capabilities (2/2)
Analysis,
Crystal Analysis,
Crystal Web SBOP Edition for
Reports for edition for SBOP Explorer
Reports 2011 Intelligence Dashboards Microsoft
Enterprise OLAP
Office
Expand to Level *
Showing Leaves only
(lowest member)
Skipping Levels of a
hierarchy
Ranking data along
hierarchy
* - New planned capability with SAP BusinessObjects BI 4.0 Feature Pack 03
© 2011 SAP AG. All rights reserved. 26
- 27. Selecting the Right SAP BusinessObjects BI Client
Comparing Product Capabilities – Mobile
Analysis,
Crystal Analysis,
Crystal Web SBOP Edition for
Reports for edition for SBOP Explorer
Reports 2011 Intelligence Dashboards Microsoft
Enterprise OLAP
Office
Online Viewing
Offline Viewing *
Mobile Viewing (native)
Mobile Viewing (browser) **
* - New planned capability with SAP BusinessObjects BI 4.0 Feature Pack 03
* * - Only on Flash enabled devices
© 2011 SAP AG. All rights reserved. 27
- 29. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Financial Area
As Financial Manager for the West Coast Region of North America
I need to be able to analyze cost and profit center actuals towards
Middle Management the allocated budget along several dimensions. I need to be able to
see these measures along our company structures as well as
being able to compare information from several sources. I also
need to be able add my own calculation to answer on-demand
requests from senior management.
I would like to leverage the information inside Microsoft Excel, but
it also should be possible to use it in a browser.
© 2011 SAP AG. All rights reserved. 29
- 30. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Financial Area
What did we hear ?
Use of hierarchies (cost center / profit center / company structures)
Probably usage of BEx Query Structures
Middle Management
Usage of Microsoft Excel and browser based access
Creation of calculations on the fly
Accessing multiple sources
© 2011 SAP AG. All rights reserved. 30
- 31. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Financial Area
Analysis,
Crystal Analysis,
Crystal Web SBOP Edition for
Reports for edition for SBOP Explorer
Reports 2011 Intelligence Dashboards Microsoft
Enterprise OLAP
Office
Usage of Hierarchies
Using BEx Query
Structures
Microsoft Excel as client
Internet Browser as client
Creating calculations
Multiple Source in one
report
© 2011 SAP AG. All rights reserved. 31
- 32. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Financial Area
Usage of hierarchies and structures
– Crystal Reports, Web Intelligence, SBOP Dashboards are able to leverage hierarchies in reports but
are lacking deep hierarchical capabilities
– Analysis, edition for Microsoft Office and Analysis, edition for OLAP provide the complete bandwidth of
hierarchical capabilities
Creating Calculations on the fly
– Crystal Reports and SAP BusinessObjects Dashboard would require to change the underlying report
– Web Intelligence allows to create calculation but the user needs to “write formulas”
– Analysis, edition for Microsoft Office and Analysis, edition for OLAP allow to create calculations in a
very simple way without the need to create formulas
Microsoft Excel as client to access the data
– Live Office is able to provide the information from Crystal Reports and Web Intelligence with limited
navigation
– Analysis, edition for OLAP and SBOP Explorer have no “live” integration with Microsoft Excel
– Analysis, edition for Microsoft Office provides a native integration into Microsoft Excel and Microsoft
PowerPoint
© 2011 SAP AG. All rights reserved. 32
- 33. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Financial Area
Summary
Based on the combination of requirements from the Financial Area the recommendation
would be to use
– Analysis, edition for Microsoft Office
– Analysis, edition for OLAP
For less hierarchical driven reports and a more consumer (less power user) type of
audience Web Intelligence might be an alternative
© 2011 SAP AG. All rights reserved. 33
- 34. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Sales Area
The Sales Manager for Canada asked me to create a report
for his sales representatives that would allow them to see
their current sales pipeline. He mentioned that the
information needs to be available in the office, on the road,
Business Analyst
and on mobile devices.
He also stressed out that each sales representative needs to
be able to change the report “as they wish” so that they can
see the information by opportunity, product, week & month,
and other angles. Actual hierarchies are only used limited.
Individual Contributor
For him as Sales Manager for Canada, he mentioned it would
be a great value to be able to run some simple scenarios to
see how certain changes could impact the pipeline, for
example a change in the product cost or price.
Middle Management
… and he then also mentioned that sometimes people prefer
just to get an eMail with a PDF file.
© 2011 SAP AG. All rights reserved. 34
- 35. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Sales Area
What did we hear ?
The information needs to be available on-premise (in the office), offline (on
the road), and on mobile devices
Users need the ability to change the report and change the view on the
Business Analyst
data.
Only limited use of hierarchies
Distribution of the reports via eMail in a PDF format is also required
For the Sales Management some simple what-if scenarios would be a great
asset
© 2011 SAP AG. All rights reserved. 35
- 36. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Sales Area
Analysis,
Crystal Analysis,
Crystal Web SBOP Edition for
Reports for edition for SBOP Explorer
Reports 2011 Intelligence Dashboards Microsoft
Enterprise OLAP
Office
Offline Capabilities
Mobile Reporting
Distribution via eMail
(Broadcasting)
Edit the report
Change the “view” of the
data
What-if scenarios
© 2011 SAP AG. All rights reserved. 36
- 37. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Sales Area
Using the information on-premise and on the road (offline)
– Crystal Reports and Web Intelligence provide offline capabilities out of the box
– For SBOP Dashboards there are partner solutions available on SAP EcoHub
– Analysis, edition for Microsoft Office provides limited offline capabilities
Providing mobile access to the information
– Crystal Reports and Web Intelligence provide mobile access for Blackberry and iPad / iPhone via Mobile
BI
– SAP BusinessObjects Explorer is available for the iPhone / iPad
– SAP BusinessObjects Dashboards is available on Flash enabled mobile devices
Distribution via eMail
– Crystal Reports and Web Intelligence are integrated with the Publication capabilities from the BI Platform
– SBOP Dashboards, Analysis, edition for OLAP and Analysis, edition for Microsoft Office are not
integrated yet
– SAP BusinessObjects Explorer is always a online access
© 2011 SAP AG. All rights reserved. 37
- 38. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Sales Area
Changing the “view” on the information
– Crystal Reports and SBOP Dashboards only provide limited capabilities to change the report for the
consumer. Such workflows have to be considered as part of the original design already
– Web Intelligence, Analysis, edition for Microsoft Office and Analysis, edition for OLAP provide rich self
service functionality for the consumer
– SAP BusinessObjects Explorer provides such capabilities, but the consumer might be limited to the
Information Space definition
“What – if” capabilities
– A “What – if” scenario is the strength of SAP BusinessObjects Dashboards
– Web Intelligence and Analysis, edition for Microsoft Office do offer limited capabilities in this area
© 2011 SAP AG. All rights reserved. 38
- 39. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Sales Area
Summary
Based on the combination of requirements from the Sales Area the recommendation would
be to use
– Web Intelligence
– Interactive Analysis Desktop
– Mobile BI
What – if Scenarios will be created using SAP BusinessObjects Dashboards
© 2011 SAP AG. All rights reserved. 39
- 40. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Executive Area
As Executive Manager in this company I need consolidated
information, which provides me with a high-level overview on
all critical corporate KPIs. I need to be able to access this
information anytime, anywhere.
Executive
If needed I need to be able to get to the root cause and see
the detailed information.
I also can not always wait for my business analyst of IT to
send me the information when I ask them a question. It
would be good to be able to simply search for the answer by
entering my question.
© 2011 SAP AG. All rights reserved. 40
- 41. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Executive Area
What did we hear ?
Consume highly aggregated information
Strong data visualizations needed
Executive
Provide the ability to drill down and navigate to detailed information when
needed
Fast response time
Information needs to be available via mobile device
Allow for search and exploration
© 2011 SAP AG. All rights reserved. 41
- 42. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Executive Area
Analysis,
Crystal Analysis,
Crystal Web SBOP Edition for
Reports for edition for SBOP Explorer
Reports 2011 Intelligence Dashboards Microsoft
Enterprise OLAP
Office
Highly Aggregated
information
Strong data visualization
Drill Down / Navigate to
detailed information
Mobile Reporting
Search & Exploration
This BI clients are not suitable for the intended audience.
© 2011 SAP AG. All rights reserved. 42
- 43. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Executive Area
Highly Aggregated Information
– SBOP Dashboards and SBOP Explorer are capable presenting highly aggregated information
Strong Data Visualizations
– SBOP Dashboards and SBOP Explorer both are offering strong visualization capabilities
Drill Down & Navigate to detailed information
– SBOP Dashboards allows to navigate to other BI clients and outside the dashboard to receive further
detailed information, as well as navigate to details in the dashboard.
– SBOP Explorer allows to see all the detailed information in a single view but has no capability to
navigate outside to receive further details
Providing mobile access to the information
– SAP BusinessObjects Explorer is available for the iPhone / iPad
– SAP BusinessObjects Dashboards is available on Flash enabled mobile devices
© 2011 SAP AG. All rights reserved. 43
- 44. Selecting the Right SAP BusinessObjects BI Client
Using Business Requirements – Executive Area
Summary
Based on the combination of requirements from the Executive team the recommendation
would be to use
– SAP BusinessObjects Dashboards
– SAP BusinessObjects Explorer
– SAP BusinessObjects Explorer for mobile devices
In addition consider SAP NetWeaver BWA or SAP HANA for performance improvements
© 2011 SAP AG. All rights reserved. 44
- 45. Selecting the Right SAP BusinessObjects BI Client
Different Needs Require Different Experience
Phases Audience Use Case Auditing
Who is your audience? What are the business requirements ? Use SAP BusinessObjects Auditing to
track the BI activity
What are the skills of your audience ? What is the audience doing with the
SAP BusinessObjects BI Client
information ? Use SAP NetWeaver BW statistics to
How is your audience using the software How are they doing this today ? track the activity on BW
right now ?
How is your audience using the Leverage the information in
Selecting the Right
Remember, software right now ? combination with the IT and BW team
for performance improvements
a business analyst in sales Create a use case on department level,
don’t try to make one use case for all
might be different to your requirements
a business analyst in finance
© 2011 SAP AG. All rights reserved. 45
- 46. Key Points to Take Home
Your BI Strategy should start with the business requirements, not with the DWH
Use Cases should come from the business, not from the IT department
Users don’t need all BI client products, but will not always be satisfied with a single
product.
Make use of Product Interoperability for sharing and navigation purposes.
Remember…. There is no “silver bullet”. If in doubt – let the business decide.
© 2011 SAP AG. All rights reserved. 46