Transcript ASUG_2007_Cockpits_v3

The right method & tools for
building SAP BI web cockpits at
International Paper
Dr. Bjarne Berg
MyITgroup Ltd.
Joe McFerrin
International Paper
What We’ll Cover …
• Company Background & Basic Terminology
• Our Tool options
 SEM CPM
 Web AD and SAP NetWeaver 2004s
 Visual Composer
 Publishing to the portal
 Custom cockpits (BI Java SDK)
• Cockpit development at International Paper
• What makes a good cockpit?
• Which tool should you pick?
• Learning Points at International Paper
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Who We Are - General Facts
•More than 100 years of paper and forest products industry experience
•World’s largest paper and forest products company with $25 billion in
sales annually
•More than 83,000 employees worldwide
•Ranked 82nd in Fortune 500
•Number one in our industry in Fortune’s Most Admired Companies
survey
•Founding member of the global business-to-business electronic
marketplace for the forest products industry –forestexpress.com
•Wealth of experience developing products and finding innovative
solutions for our customers
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Our Sales Around the Globe
N. America 78%
L. America 3%
Europe 11%
Asia Pacific 8%
IP facilities
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International Paper and SAP Reporting
• SAP History (LIS, SIS, CO-PA, ABAP Reporting)
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1995 -- First Go Live on R3 with Financials and limited Logistics
1997 – Implementation of R3 Logistics for Masonite division
1999 – Implementation of R3 Logistics for Arizona Chemical division
2001 – Implementation of R3 Logistics for Beverage Packaging division
2003 – HCM (Human Resources) implemented in North America
2004 -- Financials implemented globally at 375 + locations
-- Enterprise supply chain improvement initiative
Experienced all of the traditional limitations and
frustrations with traditional SAP reporting tools
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International Paper and SAP Reporting
 A company as large as International
Paper has to consider data as a
corporate asset…
 The data must be uniformly accessed
and have the same meaning…
 SAP R/3 is our core system and the
tight coupling to BW is hard to ignore..
 We want to leverage our solution for
Who We Are
Leveraging BW
Business Driver
BW Report Center
Q&A
future DSS development and do not
want stand-alone custom solution that
is non-scalable.
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Where are we headed ? (Crawl, Walk, Run)
1999 - Received first SAP overview of BW 1.2 - Perceived as too immature for IP requirements
2000 - BW 2.0b released GA - Still could not justify separate purchase w/o APO as driver
2001 - BW 2.1c released GA, we implemented on NT platform
- Justified pilot implementation along with APO as “futures” prototype
- By year-end, adopted BW as part of enterprise information delivery strategy
- Financials pilot for Capital Management (FI-AM, FI-GL)
2002 - Upgraded to BW 3.0B on Solaris- Beverage Packaging Sales Excellence live by year-end
- Crystal Reports/BW integration utilized extensively for report delivery to the field
2003 - Upgraded to BW 3.1 with 3.2 content - Completed S&A expenditure tracking project
- Began enterprise supply chain reporting project with a foundation strategy
- Started design of a BW based Enterprise Data Warehouse (EDW)
- Completed supply chain “early deployment” BW projects
2004 - Completed first release of enterprise supply chain reporting project
- Laid foundation (master data, ODS layer) for a BW based EDW
- 48 Process Chains and 71 Data Targets (ODS Objects/Infocubes)
2005 - Upgraded to BW 3.5 and
2006 - Enabled BW Broadcaster and PDF functionality. Went live with IPG Containerboard Lead Team
Cockpit
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Background and Terminology
Purpose
Usage
Updates
Data
Measures
Context
Source
Dashboard
Displays performance
Scorecard
Displays progress
Cockpits
Displays status and events
Performance monitoring
Performance management
Performance management
Real-time feeds
Monthly snapshots
Daily snapshots
Events
Summaries
Summaries and events
Metrics
KPIs
Metrics & KPIs
Exceptions/alerts
Targets and thresholds
Trends
Linked to systems
Linked to plans
Linked to BI systems
Sources: Wayne Eckerson, 2005;
Bjarne Berg 2006
• Many companies and people confuses the concepts of
dashboards, scorecards, and cockpits. They vary in terms
of purpose, usage, source, data, etc.
• Most BI systems fall in to the cockpits category
These are typical parameters, and some may be slightly different
(i.e., some metrics in a cockpit may only be updated monthly).
However, such deviations should be exceptions.
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What We’ll Cover …
• Company Background & Basic Terminology
• Our Tool options
 SEM CPM
 Web AD and SAP NetWeaver 2004s
 Visual Composer
 Publishing to the portal
 Custom cockpits (BI Java SDK)
• Cockpit developement at International Paper
• What makes a good cockpit?
• Which tool should you pick?
• Learning Points at International Paper
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Our options - SEM
• Higher-level
navigation
between
views
• External
data
• Graphical
displays
Comparative/
benchmarking
Logical grouping of
similar information 10
Strategy Management and Performance Measurement – CPM
The presentation layer in SAP
Management cockpits has
four layers:
• Cockpit – high-level overview (consists of walls)
• Wall – a logical grouping of measures
• Logical view – the display level of the cockpit; consists of frames
• Frame – lowest level of individual measure display
These presentation layer object are already web
enabled and integrate with the Portal. They also
provide built-in drill downs and navigation based
on how you constructed your measures.
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When to Consider CPM – Management Cockpits
The management cockpits and web rendering closely integrate with
the pre-delivered measures in SAP Measure Catalog. You also can add
new measures through SAP Measure Builder.
By linking the higher-level measures, using Measure Trees, you can
create true performance measures that are consistent throughout your
cockpit and which also take care of most of the web navigation and
drill downs in the cockpit. Navigation is built in to the management
cockpit and you do not have to build customized links.
Consider SAP CPM when you have limited in-house web skills, or
when measure consistency and rollups are very important.
Drawback: Users often complain that there are too many steps
that they have to follow when drilling up and down within the
measures (rigid navigation that is hard to customize).
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What We’ll Cover …
• Company Background & Basic Terminology
• Our Tool options
 SEM CPM
 Web AD and SAP NetWeaver 2004s
 Visual Composer
 Publishing to the portal
 Custom cockpits (BI Java SDK)
• Cockpit developement at International Paper
• What makes a good cockpit?
• Which tool should you pick?
• Learning Points at International Paper
13
Our options: Cockpits with BW 3.x Web AD
• BW 3.X based Web Application Designer (WAD) provides drag and
drop functionalities for creating BW Web templates which may be the
host of web based BW cockpits
• WAD can be used for creating BW Web Cockpits integrating data from
multiple BW queries.
Each item can be
served by a BW
query, or by
external web
pages or web
applications
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Our options: Cockpits with BW 3.x Web AD (cont.)
• Standard Web items are available for creating BW Web
templates with minimal coding
 Charts
 Tables
 Drop-down boxes
 Navigation block
 Check box
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Our options: Cockpits with SAP NetWeaver 2004s Web AD
• New items include improved tabstrip container in SAP NetWeaver
2004s for designing BI Web applications
• Reduces the
amount of
custom coding
required with
the help of
Command
wizards, Auto
complete, and
support for
HTML tags
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Our options: Broadcast Cockpit Views Using Web AD
In SAP NetWeaver 2004s, use Information Broadcaster to broadcast BI
Web applications (i.e., cockpit views) to Enterprise Portal KM folders
and via email in various formats (PDF, MHTML, HTML)
• Information Broadcaster/Reporting Agent (BI 3.x) can precalculate BI
Web applications to enhance performance
•
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What We’ll Cover …
• Company Background & Basic Terminology
• Our Tool options
 SEM CPM
 Web AD and SAP NetWeaver 2004s
 Visual Composer
 Publishing to the portal
 Custom cockpits (BI Java SDK)
• Cockpit developement at International Paper
• What makes a good cockpit?
• Which tool should you pick?
• Learning Points at International Paper
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Our options: Visual Composer
• Visual Composer is a Web-based modeling tool
• You can use Visual Composer to develop SAP Enterprise Portal
content with no coding
• Can create integrated view of OLTP and OLAP data sources
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Our options: Visual Composer
• No coding required to create great-looking Web-based cockpits
• Take advantage of prebuilt analytic business packages
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What We’ll Cover …
• Company Background & Basic Terminology
• Our Tool options
 SEM CPM
 Web AD and SAP NetWeaver 2004s
 Visual Composer
 Publishing to the portal
 Custom cockpits (BI Java SDK)
• Cockpit developement at International Paper
• What makes a good cockpit?
• Which tool should you pick?
• Learning Points at International Paper
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Our options: Web Cockpit in the Portal
Integrate queries and
Web applications into the
portal through
publishing, broadcasting,
or Web calls
The portal can either
receive designed pages
passively or actively
create communities, Web
pages, collaboration
rooms, or cockpits
Publishing
Broadcasting
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Our options: Web Cockpit in the Portal (cont.)
• The SEM-CPM cockpits are already part of
the portal, so you can access them there
• iViews can build custom portal cockpits
with iViews from many data sources (Web
AD, BW, SEM, R/3, Web) and in many
formats (graphs, pictures, figures, tables)
• iViews can also be interactive
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What We’ll Cover …
• Company Background & Basic Terminology
• Our Tool options
 SEM CPM
 Web AD and SAP NetWeaver 2004s
 Visual Composer
 Publishing to the portal
 Custom cockpits (BI Java SDK)
• Cockpit developement at International Paper
• What makes a good cockpit?
• Which tool should you pick?
• Learning Points at International Paper
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Our options - Customized cockpit
Central navigation can
change multiple views
Link more
documentation
Make multiple measures
available
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Source: SAP AG, 2005
Our options: BI Java SDK-Based Cockpits
BI Java SDK can be used for custom applications based on SAP BI
and non-SAP data.
• BI Java SDK provides access to relational and OLAP data sources
using JDBC, XMLA, ODBO etc.
• Access to 200+ data sources using the JDBC drivers.
•
Java programmers will
recognize the
standard development
kit's (SDK) main
libraries such as the
abstract windowing
toolkit (AWT) and the
GUI-oriented Swing
object library as well
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Source: SAP AG, 2005
What We’ll Cover …
• Company Background & Basic Terminology
• Our Tool options
 SEM CPM
 Web AD and SAP NetWeaver 2004s
 Visual Composer
 Publishing to the portal
 Custom cockpits (BI Java SDK)
• Cockpit development at International Paper
• What makes a good cockpit?
• Which tool should you pick?
• Learning Points at International Paper
27
Cockpit development at IP – Our Requirements
IPG Containerboard Lead Team Cockpit
 Managers needed a way
to view high level
information at a glance
 Information was spread
out between many
different info-providers
 Information needed to
be easy accessible
through difference
business areas
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Cockpit development at International Paper – The Layout
 Each Tab Represents a
different business area
 Every row in the
cockpit is a different
query
 “Phase II” represents
KPI in future releases
 “Pending” indicates the
KPI in current
development
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Cockpit development at International Paper – Jump-To
A jump-to is hyperlink that allow users to navigate to more detailed
reports associated with that Key Figure.
Most of our key figures have jump-to links attached to them allowing
the user to see more detailed information with out having to search
for other reports.
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Cockpit development at International Paper – Pre-calculation
• This cockpit has over 18
queries, which need to be
executed before the cockpit
can be seen
• These queries run sequentially
which makes this cockpit take
over a hour to execute
• Due to this extensive amount
of time required to execute
this cockpit we needed to precalculate our results
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Cockpit development at International Paper
Pre-calculation Options We Used
 Data – This is the option we used
for most of our cockpits. It
allows all data shown on the
cockpit to be pre-calculated.
 HTML for Web Browser – We
used this option less often. It
was only used if the cockpit’s
HTML and CSS files were large
enough to cause a hindrance on
performance.
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Cockpit development at International Paper – Our Requirements
KIWI Cockpit Report
• Business needed a way
to pull data from several
different multi-providers
into one report
• Business also needed
the flexibility to export,
print, share and save
report results
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Cockpit development at International Paper – Custom Navigation
• Since this cockpit need
several different tools
allow users to share,
print and save their
report values we
created a toolbar menu
for these options.
• Many of these options
are also used on our
main web template but
needed to modified
slightly to be used with
this cockpit.
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Cockpit development at International Paper – The Design
• This cockpit design
uses six queries to
show over a
hundred different
key figures
• By using fewer
queries we are able
to improve
performance and
lower maintenance
issues
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Cockpit development at International Paper – The Layout
• By having a constant
number of rows per
query and having fixed
column width we were
able to create seamless
table design.
• This allows user to
compare results with
out having to navigate
to different tables
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What We’ll Cover …
• Company Background & Basic Terminology
• Our Tool options
 SEM CPM
 Web AD and SAP NetWeaver 2004s
 Visual Composer
 Publishing to the portal
 Custom cockpits (BI Java SDK)
• Cockpit development at International Paper
• What makes a good cockpit?
• Which tool should you pick?
• Learning Points at International Paper
37
A Good Cockpit Is Simple
Majority of usage of cockpits are in user segments 1 and 5. You
should use BI queries and OLAP for the other segments.
Segment 1: Trackers - 37%
Tracking -Characterized by low
duration overall.
Segment 4: Info Gatherers - 4%
Concentrated in information areas.
Rarely reach transaction areas.
Segment 2: Reservers - 3%
Low duration per page view.
Segment 5: Single-clickers - 32%
Visit homepage only.
Segment 3: Uncommitted - 10%
Characterized by long duration.
Complex decisions.
Segment 6: Wanderers - 15%
Very few, very random pages.
Few hits, but long duration per
page view. Example source: Dr. Paul Strupp, Sun Microsystems
Note
The average manager navigate in no more than 7 dimensions and only 2 levels deep
(49 views). Therefore, the majority of users of cockpits need few, simple, but highly
informative views. The other user community is best served by OLAP queries. 38
Use of Color
Colors share a powerful connection with
emotions, so you want to be conservative
Sir Isaac Newton developed the
first circular diagram of colors in
1666 and identified 12 basic colors
Colors on opposite sides are
complimentary and looks good together
in a cockpit
Color definitions:
Shade: base color mixed with black
Tint: base color hue mixed with white
Tone: base color + gray or another base color +
Source: Bob Marteal, Cornell
39 Univ.
a complementary color
2005, Susan M. Raymond, WHS
How do You Pick Your Web Cockpit Colors?
This uses a single pure color with a number of tints and
shades to provide variety
Monochromatic scheme
Pros: Extremely unified and harmonious; effective for
establishing an overall mood
Cons: Can be dull because of the lack of variation and
therefore can lose the interest of the viewer
Analogous scheme
Any three colors which are side by side on a color wheel,
Pros: Great selection of possible combinations makes
this scheme versatile. The similarity makes the schemes
harmonious with great results because it is soothing and
restful.
Cons: The use of more than three colors can dilute the
overall effect of this scheme.
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How do You Pick Your Web Cockpit Colors? (cont.)
Pick any three colors on a triangle. This scheme is very
appealing and well balanced.
Triadic scheme
Pros: Extremely stable, each color perfectly balances with the
other. It is useful for presenting information in bold, decisive
patterns.
Cons: The vibrancy may be too much and detract from the
message.
Split scheme
Any two colors that are side by side on a color wheel
Pros: This scheme has more variety than a simple
complementary color scheme
Cons: It is less vibrant and eye-catching; it is difficult to
harmonize the colors
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A Colorful Example of What Not to Do
Colors that are so similar that not
everyone will be able to
distinguish them (blends
information)
Split scheme
background colors
that are unattractive
Distracting color that breaks the
color scheme and attracts
attention for no apparent reason
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Use of Real Estate – Symmetry, Graphs, and Colors
Consistent use of graphs is visually pleasing. Here
are three types of graphs and a map.
Background colors are
monochromatic scheme
in blue
Bars and lines are limited
to same color scheme
with few additional colors
Symmetry is visually pleasing and makes the cockpit easy to read.
Here we have 3 walls, 4 frames in the outer walls, and a central section.
Filling the white space by either enlarging the map, or adding a
message board would improve this cockpit
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The Need for Speed
• BW 3.5 and SAP NetWeaver 2004s allows you to fill the resident
memory of your server with pre-run results (cache). This provides
faster response to the users, since the query result sets are accessed
from memory instead of re-executed on the database side.
BW 3.5
NetWeaver 2004s
IMPORTANT: Old Reporting Agent scenarios still run in
SAP NetWeaver 2004s. However, Reporting Agent will not
be developed any further and is removed from SAP
NetWeaver 2004s Workbench. In BI 7.0 you can only
reach it by transaction code REPORTING_AGENT
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What We’ll Cover …
• Company Background & Basic Terminology
• Our Tool options
 SEM CPM
 Web AD and SAP NetWeaver 2004s
 Visual Composer
 Publishing to the portal
 Custom cockpits (BI Java SDK)
• Cockpit developement at International Paper
• What makes a good cockpit?
• Which tool should you pick?
• Learning Points at International Paper
45
What SAP Tool Should I Use?
BW 3.x
Web AD
SAP NetWeaver
2004s
Web AD
Multidimensional Analysis (full)
J
Portal integration
Information Broadcaster
Visual
Composer
SAP
SEMCPM
Thirdparty
cockpits
J
-
-
-
J
J
J
J
J
J
J
-
J
-
-
-
-
J
J
J
J
J
J
-
J
J
J
Direct support for non-BW data
-
-
Simplicity to use and learn
-
-
Formatted reporting
Graphical options (delivered)
Automatic code generation
SAP integration
Java SDK
tools
Portal
iViews
-
J
-
-
-
J
J
J
J
J
-
J
-
J
J
-
-
-
J
There are many options and sometimes, the choice is based on
what you are familiar with and whether you enjoy using new tools
J
J
-
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What We’ll Cover …
• Company Background & Basic Terminology
• Our Tool options
 SEM CPM
 Web AD and SAP NetWeaver 2004s
 Visual Composer
 Publishing to the portal
 Custom cockpits (BI Java SDK)
• Cockpit developement at International Paper
• What makes a good cockpit?
• Which tool should you pick?
• Learning Points at International Paper
47
Learning Points – Pre-Calculation
Always consider pre-calculating the
result set
•
Cockpits usually use several different
info-providers and queries to bring
together information from different
business areas and display this
information on one screen.
•
Queries will run sequentially. For
example if you have ten queries that take
two minutes for each to run, your cockpit
will take twenty minutes to load.
•
Don’t make your users wait for these
results, pre-calculate your results when
possible.
48
Learning Points – Use SAP Built-in Functionality
Use SAP functionality where possible

Always check to see if SAP has
functionality to fulfill your requirements
before you custom develop it yourself

Try to use SAP supported languages
(ABAP) before using other web based
technologies (JavaScript, PHP)

If you must develop your own functionality
then try and make it reusable in future
cockpits
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Learning Points – Break Down Large Developments
Break up development into multiple
phases

Before developing multiple
cockpits start with one and get
users feedback


This will allow users and
developers to test and find
what the best practice is for the
company
Try to keep consistency between
cockpits to minimize maintenance
effort
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Session Code:
Insert session code
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