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 Universe BEx Query Sector wise Sales report Customer Complaint Report Production Report Unv_Sector Wise Sales_new Unv_Cust_Comp Production Report 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 1 | Page
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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 Universe BEx Query
Sector wise Sales report
Customer Complaint Report
Production Report
Unv_Sector Wise Sales_new
Unv_Cust_Comp
Production Report
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.
Sector wise Sales report
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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
Dimensions, Keyfigures and Filters used in the Report
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Dimensions Measures
Sales Office (FOB)Average Price (Loc Currency)
Sales Group (FOB)Average Price (USD)
Sales Document (FOB)Average Price Doc Currency)
Material %Contribution to Total Sales Qty
Calender Year %Contribution to Total Sales Value
Calender Year/Month Invoice Sales Quantity
Calender Day 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.
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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
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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.
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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.
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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.
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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.
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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.
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Tabular Views
Graphical View
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Some of the WebI features included in this report are Data Tracking and Drill down.
Below screen shot shows data tracking enabled Report.
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Sales Office can be drilled down to sales group and then to Sales document
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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.
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 Universe BEx Query
Movement Report SYN_PPC_UNV_Q1 YMPP01_PC_QBO01
Objects used in Web Intelligence Report
Dimensions Measures Variables
Plant Consumption Qty VAR_Production Ratio(Displayed as Production Ratio)
Order Planned Consumption Qty VAR_Planned Production Ratio(Displayed as Planned Production Ratio)
