Reporting Strategies in SAP BW Don Silva National Competency

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Reporting Strategies in SAP BW Don Silva National Competency Powered By Docstoc
					Reporting
Strategies in
SAP BW


            Don Silva
   National Competency Center
          SAP America
              Reporting Strategies - Overview


                  Purpose
                  To discuss decision points and methodologies when defining the
                  source, purpose, frequency, availability, dissemination,
                  standardization and user base of information managed in the SAP
                  BW system.



                  The BW should:

                                      Support Decisions at all Levels of User
                                      Be scalable
                                      Be a comprehensive Toolset
                                      Have fast Deployment
                                      Have the ability to be accessed anywhere




 SAP AG 2002, Title of Presentation, Speaker Name 2
              SAP NetWeaver and Business Intelligence -
              Information Integration
                SAP NetWeaver delivers complete business
               integration at all levels

                Information Integration makes both structured and
               unstructured information available in the enterprise in a
               consistent and accessible manner:
               Users demand ubiquitous access to information
               wherever it resides. That information must be served in a
               consistent manner and its integrity guaranteed.

                Knowledge management with user-centric services
               provides a single access point to SAP's content
               management system and third-party repositories -- with
               integrated search, taxonomy, classification, content
               management, publishing, and related workflow
               processes.

                Business intelligence -- This capability enables you to
               integrate, analyze, and disseminate relevant and timely
               information. It is delivered through SAP Business
               Intelligence, which provides a robust suite of business
               intelligence tools to help you create and deploy
               customized, interactive reports and applications,
               supporting decisions at every level.

                Master data management -- This capability promotes
               information integrity across a business network in a
               heterogeneous IT environment. It enables the sharing of
               harmonized master data formerly trapped in multiple
               systems and ensures cross-system data consistency --
               regardless of system location or vendor. This capability
               is delivered through SAP Master Data Management.

 SAP AG 2002, Title of Presentation, Speaker Name 3
              SAP NetWeaver and Business Intelligence -
              Information Integration

              Business Intelligence with SAP NetWeaver
              One of the core components of SAP NetWeaver is SAP Business Information Warehouse (SAP BW), which covers the
             following functional areas:;

              Data warehousing, which forms the application-neutral foundation for Business Intelligence. SAP BW supports the
             complete data warehousing process, from data integration, data transformation, consolidation and cleansing to data
             provision for analysis.

              A business intelligence platform that serves as the technological infrastructure to support information access and
             comprehensive analytics.

              Business intelligence suite that transforms data into insightful information and serves a wide variety of users for
             decision-making.

              As part of the SAP NetWeaver architecture, SAP BW draws from and utilizes the capabilities of the other components
             for business intelligence usage. The sum of the functionality of SAP BW and the contribution of other components of
             SAP NetWeaver form a BI platform that represents the next major step in the evolution of business intelligence.

             SAP NetWeaver is the technical foundation for all SAP applications as well as partners' products and solutions. With
             Analytical Applications that run on top of SAP NetWeaver and business content that goes across all functional areas of
             SAP BW, SAP offers a comprehensive solution: mySAP Business Intelligence.



              For more information on SAP NetWeaver and Business Intelligence go to sdn.sap.com




 SAP AG 2002, Title of Presentation, Speaker Name 4
              Reporting Strategies -
                                                                                       Methodology,
                                                                                        Strategy,

                  What the Experts say…………..
                                                                                        Decisions




                  Bill Inmon: “When organizations discover the data warehouse, in many cases they think they have
                  found the answer to their prayers when it comes to getting at corporate information. A first reaction
                  of many organizations first discovering the data warehouse is the thought that any and all reporting
                  should be done from the data warehouse. Built properly, data warehouses unleash information into
                  the corporation as never before. That fact is that there are different kinds of reports and that - as
                  useful as the data warehouse is - not all types of reporting should come from the data
                  warehouse.”(1)




 SAP AG 2002, Title of Presentation, Speaker Name 5
               Reporting Strategies -
                                                                                    Value,
                                                                                    Action,
                                                                                   Success

                  What the Others say…………..
                  John Ladley: “We know our information is valuable, but how do we measure it?” Many
                  organizations want to know how to present the potential value of information and knowledge to
                  upper management. They need to do this proactively, …….”(2)

                  John L. Doran: “Business intelligence is more than just a reporting environment; preparing and
                  planning for more skillful ways to leverage data is essential for a successful business intelligence
                  environment. Providing frameworks that support actionable decision making will provide the right
                  ingredients for success.” (3)




 SAP AG 2002, Title of Presentation, Speaker Name 6
               Reporting Strategies -
                                                                                          Tell me what I
                                                                                         should be doing!,
                                                                                         What is the best
                                                                                           way to build

                  What the Customers say…………..                                               reports?



                  Can I do this?: How do we reduce the number of reports from over 5000 to something more
                  manageable?

                  Who should do this?: How do we help users get the information they need without every one
                  being a super user?

                  How should I this?: We need all of our source data in the BW, Is this OK?

                  How should I present this?: I need information accessible out in the field, will Web reports give
                  me what I want?




 SAP AG 2002, Title of Presentation, Speaker Name 7
              Reporting Strategies - Definition


                  What is a “Reporting Strategy”?
                  Reporting: The act of returning or presenting information with conclusions or recommendations.
                  The dissemination of Information to achieve some stated goal, answer questions or meet
                  predefined requirement, for the reader or information user.

                  Strategy: A careful plan. The logical, purposeful methodology to achieve some stated goal or end

                  Reporting Strategy (SAP BW): The decisions agreed to and implemented within an organization,
                  entity or unit to gather, validate, store and disseminate information to various users based on a set
                  of predefined requirements




                  A Reporting Strategy should answer:
                       How to support decisions at all levels of user
                       Define tool sets that support the required reports.
                       How to make the organization ready for the information available
                       Help users decide on integration with or replacement of 3rd party data warehousing tools




 SAP AG 2002, Title of Presentation, Speaker Name 8
              Reporting Strategies - Observations


                  Observations
                  The reporting of information stored in the BW is sometimes managed as just a
                  replication of existing legacy reporting requirements. There is too often a
                  misconception or lack of understanding of the performance improvements, data
                  flexibility, measurement capability and hardware implications behind simply replicating
                  existing reports in an OLAP system.

                  The following discussions should be a starting point to examine effective processes to
                           “RIGHT INFORMATION, AT THE RIGHT TIME, TO THE
                  determine the
                  RIGHT PERSON, FOR THE RIGHT DECISIONS”

                  The discussion will follow 4 categories
                             1.   The Right Information
                             2.   At the Right Time
                             3.   To the Right Person
                             4.   For the Right Decisions




 SAP AG 2002, Title of Presentation, Speaker Name 9
              Reporting Strategies – Sample Scenarios

              Strategy A

                  Replicate All Current Existing Reporting In the BW
                   Environment

            Scenario: There are minimal available resources to gather requirements for reporting to be delivered in
            the BW environment, Can we just replicate what we already have and evaluate it later after we have
            the BW live and in production?
            Diagnosis: No time for requirements gathering. The shortest route to reporting is OK.
            Things to consider: The existing reporting may no longer be what is truly needed. There will be more
             information available that could not be efficiently reported on before. Have the source system for data
             changed (say a new SAP R/3 implementation)?




                              Will the end user base and process business owners find value in replicating existing reporting or
    DECISION
     POINT          YES
                              are the looking different information now? Is there new information available?



       NO



 SAP AG 2002, Title of Presentation, Speaker Name 10
              Reporting Strategies – Sample Scenarios


              Strategy B

                  Use SAP R/3 BW delivered content for all reporting.

            Scenario: There is a need for BW functionality but not enough knowledge to create an BW report. Can
            we just take what was delivered and make our business users use that? We can see if they like it and
            change
            Diagnosis: No time for requirements gathering. No knowledge on how The shortest route to reporting
            is OK.
            Things to consider: The existing reporting may no longer be what is truly needed. There will be more
             information available that could not be efficiently reported on before. Have the source system for data
             changed (say a new SAP R/3 implementation)?




    DECISION
                              Will the end user base and process business owners find value in the standard delivered reporting?
     POINT          YES




       NO



 SAP AG 2002, Title of Presentation, Speaker Name 11
              Reporting Strategies – Sample Scenarios

              Strategy C

                  Define all requirements during the planning phase of
                   the BW implementation
            Scenario: SAP BW is chosen as the Enterprise Wide Business Intelligence information tool. SAP
            ASAP for BW is the project implementation methodology. ASAP requires that the reporting
            requirements are documented as part of the planning phase.
            Diagnosis: Using ASAP accelerators for how to gather and document requirements and suggestions
            on who should participate makes the process flow smoother.
            Things to consider: Using predetermine accelerators and resourcing suggestions is a great starting
             point. If there are other issues/concerns that are not addressed in his methodology enhancements
             can certainly be made to fit your particular business needs.




                              Is there experience resources, internal and external, available to determine
                              requirements? Is there time to determine all requirements?
    DECISION
     POINT          YES




       NO



 SAP AG 2002, Title of Presentation, Speaker Name 12
              Reporting Strategies – Sample Scenarios

              Strategy D
                  Use SAP R/3 BW delivered content where it is feasible and define gaps
                    and create custom reporting.


            Scenario: SAP BW is chosen as the Enterprise Wide Business Intelligence information
             tool. SAP ASAP for BW is the project implementation methodology and the business
             content delivered with the BW will be activated and delivered as the Phase I deliverable.
             The reporting requirements have been documented but there are some additional objects
             that you would like see in your reports.
            Diagnosis: Gap analysis will determine if the business content will be sufficient to insure
             that your requirements will be met for your deliverables.
            Things to consider: If the enhancements to delivered business content are minimal, this
             should easily fit into your timeline. If the enhancements are so many that the content is
             not really meeting any of your requirements and must be created by you, timeline issues
             and available resources must be taken into consideration.
    DECISION
     POINT          YES


                              Is there experience available to perform Gap Analysis?

       NO



 SAP AG 2002, Title of Presentation, Speaker Name 13
              Reporting Strategies – The Right Information

             Source
                   SAP/R3
                   Legacy System
                   External Data
                   Other Sources




 SAP AG 2002, Title of Presentation, Speaker Name 14
              Reporting Strategies – The Right Information


              Source
                   SAP/R3
                   Legacy System
                   External Data
                   Other Sources

            The source of the information has important implications for reporting. While the SAP BW
            can import data from various Non-SAP systems, the SAP R/3 product suite has
            extractors delivered with business content and information can be easily selected,
            extracted, transformed and loaded in the SAP BW with minimal extra effort (dependent
            on individual data design)


                              One important consideration in any reporting decision will be if complex extraction
    DECISION                  coding has to be created, tested and maintained, does the cost of this effort outweigh
     POINT          YES
                              the benefit of the information itself?


       NO



 SAP AG 2002, Title of Presentation, Speaker Name 15
              Reporting Strategies – The Right Information


              Source
                   SAP/R3
                   Legacy System
                   External Data
                   Other Sources


             Information loaded via Flat Files and ETL tools are delivered functionality in SAP BW.
             Extra effort in configuration may be required. Ascential DataStage is certified ETL tool.




    DECISION
                           Is the Legacy Data easily accessible? Is the data easily mapped to SAP BW field
                    YES
     POINT                            requirements? Is the data clean or will extensive transformations need to
                        be            considered? Is there already an ETL tool available or will one have to be
                        secured?
       NO


 SAP AG 2002, Title of Presentation, Speaker Name 16
              Reporting Strategies – The Right Information


              Source
                   SAP/R3
                   Legacy System
                   External Data
                   Other Sources

             Information such as The Group Gartner industry survey data or Dunn and Bradstreet can
             be loaded into SAP BW. Also Data Mining functionality and tools are available through
             3rd party vendors such as TeaLeaf.




                          Is the External Data easily accessible? Is the data easily mapped to SAP BW field
    DECISION                         requirements? Is the data clean or will extensive transformations need to
                    YES
     POINT             be            considered? Will an Data Mining tool have to be secured?



       NO


 SAP AG 2002, Title of Presentation, Speaker Name 17
              Reporting Strategies – The Right Information


              Source
                   SAP/R3
                   Legacy System
                   External Data
                   Other Sources




    DECISION
     POINT          YES       Are there other sources of data needed?



       NO


 SAP AG 2002, Title of Presentation, Speaker Name 18
              Reporting Strategies – The Right Information


               Need or Requirement for Information
                         Based on Information Availability
                         Based on Existing Reports
                         Based on Corporate Benchmarks
                         Based on Regulatory Requirements




                              What the others say:
                              John L. Doran, DM Review:


      …data visibility …
      Provides greater
      insight for decision
      Making…John Doran

                                           “Business stakeholders must move beyond simple report generation and toward
                                           identifying valuable unknowns, drawing conclusions and optimizing results that lead to
                                           action. These are the true drivers behind business intelligence investments. “ (3)




 SAP AG 2002, Title of Presentation, Speaker Name 19
              Reporting Strategies – The Right Information


               Need or Requirement for Information
                         Based on Information Availability
                         Based on Existing Reports
                         Based on Corporate Benchmarks
                         Based on Regulatory Requirements

                          The availability of information is a key step to reporting on the information. This may seem a
                          elementary concept but imagine if you are using SAP R/3 as the source of the data and not all
                          components are implemented. Or better still the information is no longer created but there is
                          some requirement for usage of the data. Now what can be done ? Also consideration needs to
                          be given to the level of detail needed and/or available. In some cases summarized data is not
                          sufficient for the active information consumer and detail data is not needed for the C-Level
                          executive analyzing benchmark reporting once a month. A validation and review of
                          requirements is essential for proper requirements gathering.

                               Is the required information available? What system is the information available in?
    DECISION
     POINT          YES        Is this information requirement currently valid? How Granular is the information
                               required to be? To the line items level or can it be summarized?


       NO


 SAP AG 2002, Title of Presentation, Speaker Name 20
              Reporting Strategies – The Right Information

               Need or Requirement for Information
                         Based on Information Availability
                         Based on Existing Reports
                         Based on Corporate Benchmarks
                         Based on Regulatory Requirements

                          Using existing reporting for requirements gathering is a good starting point for discussion, but
                          should not be the end goal for deliverables.
                          Timing and resource restrictions can sometimes put the utilization towards the data modeling
                          deliverable and away from the reporting deliverable. There is value in making these parallel
                          activities (at least in blueprinting) so that data model decisions are validated with current
                          requirements and current requirements are validated for appropriateness.
                          There most likely were limitations to the current reporting capabilities that the OLAP
                          environment can resolve with the functionality delivered in the BW (ex – filtering verses hard
                          coding data selections and formulas that transform results at the time of query execution).

    DECISION
     POINT          YES        Are the existing reporting requirements useful as a starting point for requirements gathering Can
                               It be determined what transformations to data was done? Can the number of reports be
                               consolidated ad the slice and dice functionality fulfill the different view required?

       NO


 SAP AG 2002, Title of Presentation, Speaker Name 21
              Reporting Strategies – The Right Information

               Need or Requirement for Information
                    Based on Information Availability
                    Based on Existing Reports
                    Based on Corporate Benchmarks
                    Based on Regulatory Requirements

                           C-Level executives often are mandated to present information in scorecards or to
                          report on benchmarks as set forth by the executive board. These initiatives need to
                          be developed along with the strategic and tactical reporting requirements to insure
                          the appropriate data design is implemented. The use of cockpits, delivered and
                          custom is important in satisfying the high level information user.



    DECISION
     POINT          YES
                               Are there corporate initiatives that require Benchmarks, scorecards or cockpits?


       NO


 SAP AG 2002, Title of Presentation, Speaker Name 22
              Reporting Strategies – The Right Information

               Need or Requirement for Information
                    Based on Information Availability
                    Based on Existing Reports
                    Based on Corporate Benchmarks
                    Based on Regulatory Requirements

                           Regulated industries such as Utilities, Federal Agencies, and Financial Institutions
                          often require that formatted reporting be used. The location of certain information
                          must be exactly the same each time the data is refreshed a presented. Formatted
                          reporting tools, like certified 3rd party supplier Crystal Reports, can fulfill this
                          requirement..



    DECISION
     POINT          YES
                               Are there requirements for formatted reporting? Is the appropriate 3rd party tool
                               available or need to be secured?

       NO


 SAP AG 2002, Title of Presentation, Speaker Name 23
              Reporting Strategies – The Right Time

                Availability
                    When is the required information available?
                    How difficult is it to Extract and Load?




 SAP AG 2002, Title of Presentation, Speaker Name 24
              Reporting Strategies – The Right Time

               Availability
                    When is the required information available?
                    How difficult is it to Extract and Load?



                          The requirement for data is dependent on when the information required is made
                          available for extraction in whichever system the information is created in. Global
                          Operations that have a 24/7 production environment sometimes pose a tight
                          window to extract data. Functionality for real time data extraction being delivered in
                          our future release may satisfy this requirement. Batch reporting for large processes
                          (POS, MRP) can demand dedicated processing windows and leave tight
                          timeframes to create data and post data that is to be extracted.



    DECISION
     POINT          YES

                               When is data available and how wide s the window for extraction? Are there any
                               hindrances to the availability of the data? SAP system such as APO, SEM CRM?

       NO


 SAP AG 2002, Title of Presentation, Speaker Name 25
              Reporting Strategies – The Right Time

               Availability
                    When is the required information available?
                    How difficult is it to Extract and Load?



                          The SAP BW delivers extractors for R/3 in business content. Custom extractors
                          can be very complex and have challenges with the ability to capture delta
                          information. Data dependencies, master data and transaction, sometimes require
                          complex scheduling to insure integrity of extracted data, Process Chains, 3rd party
                          scheduling tools help to insure dependencies are met.




                               What are the dependencies of the data being extracted? Are there impacts to the
    DECISION
     POINT          YES        availability of the data.?



       NO


 SAP AG 2002, Title of Presentation, Speaker Name 26
              Reporting Strategies – The Right Time

                Frequency
                    How often is information to be added, refreshed or
                     changed?
                    When is window of opportunity to extract?




 SAP AG 2002, Title of Presentation, Speaker Name 27
              Reporting Strategies – The Right Time

               Frequency
                    How often is information to be added, refreshed or
                     changed?
                    When is window of opportunity to extract?



                          The update of data is dependent on the intended use of the BW. Active users will
                          most likely use the data on a frequent even daily bases (and even through out the
                          day if possible), Analysts will use the data overtime (say weekly) to determine
                          trends and perform other analysis and the C-level executive are probably infrequent
                          users that want exception reporting and to be prepared to report on responsibility
                          center results after a periodic financial closing.


    DECISION
     POINT          YES


                               How often does the data need to be updated? For Whom?

       NO


 SAP AG 2002, Title of Presentation, Speaker Name 28
              Reporting Strategies – The Right Time

               Frequency
                    How often is information to be added, refreshed or
                     changed?
                    When is window of opportunity to extract?


                          The BW most often is updated in off production hours or quiet times. As stated
                          before the type operation (global, 24/7, heavy usage of batch processing) and the
                          processor capability can determine the frequency of data updates. In some
                          instances the BW must be available at certain times (say 8:00 am each morning)
                          thus making daily updates occur on a very tight schedule.




    DECISION
     POINT          YES
                                                    What is the data volume expected? How much time for update available?
                                                    When can data updates begin, When do they have to end?

       NO


 SAP AG 2002, Title of Presentation, Speaker Name 29
              Reporting Strategies – To the Right Person

             Level/Type of User

                          Who are the users?
                          How active will user be with information?
                          What is the security level for data access?




 SAP AG 2002, Title of Presentation, Speaker Name 30
              Reporting Strategies – To the Right Person

             Level/Type of User
                    Who are the users?
                    How active will user be with information?
                    What is the security level for data access?

                           Users can be defined as
                                            Authors and Analysts
                                            Executives and Knowledge Workers
                                            Information Consumers.




                                                    Has a survey of users been done? How many users are in each category?
                                                    How many users in total?
    DECISION
     POINT          YES




       NO


 SAP AG 2002, Title of Presentation, Speaker Name 31
              Reporting Strategies – To the Right Person

             Level/Type of User
                          Who are the users?
                          How active will user be with information?
                          What is the security level of data access?


                           Authors and Analysts - create reports and use information actively but maybe not on a daily bases. They need
                           data that provides insight into the business. They need advanced analysis functionality and Ad Hoc Reporting
                           capabilities. Can also includes the Project Team member, Power User and Ad Hoc user.

                           Executives and Knowledge Workers - use summary, high level, personalized data with the option for in-depth
                           analysis. Usage can be active but not necessarily daily. They need data that is converted into information that
                           is accessible in predefined analysis paths via intuitive user interface.

                           Information Consumers - are probably the most active users. They will normally use the data daily (or at least
                           frequently). They need specific data , that is often actionable, on a timely bases. Includes End User.




    DECISION
                    YES
     POINT                                          Has a survey of users been done? How will users use the data provided?




       NO


 SAP AG 2002, Title of Presentation, Speaker Name 32
              Reporting Strategies – To the Right Person

             Level/Type of User
                    Who are the users?
                    How active will user be with information?
                    What is the security level for data access?

                           Authorization profiles and roles have been delivered in business content. This can
                           be used with nor without further changes. Or, these can serve as a model for
                           creating custom profiles and roles. Data can be secured at a very detail level (by
                           field or transaction) or at a very high level (wide open). Discussions on the
                           sensitivity of the data must conducted to determine appropriate security level. and
                           decide Who has access to What. Please be cautioned that the lower the level of
                           security the greater the effort to maintain. Expensive overhead



    DECISION
     POINT          YES
                                                    Who can see What?



       NO


 SAP AG 2002, Title of Presentation, Speaker Name 33
              Reporting Strategies – For the Right Decisions

             Report Dissemination
                    What state/format is information to be delivered?
                    What tool/mechanism is information to be made available?

                   What the others say:
                   Mike Kelly, DM Review:
                          “ Where large numbers of users of different levels throughout the extended enterprise need not
                             only Web reports, but also the ability to perform free- form analysis on the data and reports
                             they receive, analysis computation must be transferred to client machines. This forms the
                             basis of data publishing architecture.   “ (4)


  …information consumers
  Can have one click access
  To web reports…Mike Kelly




 SAP AG 2002, Title of Presentation, Speaker Name 34
              Reporting Strategies – For the Right Decisions

             Report Dissemination
                    What state/format is information to be delivered?
                    What tool/mechanism is information to be made
                     available?

                          On demand query execution provides the user with the ability to dynamically
                          retrieve the most current information made available from the Info Provider. This
                          enable highly interactive results analysis.

                          Static information is managed information. It is normally recalculated and pushed
                          out to a delivery point.




    DECISION
     POINT          YES



                                                    How is the data to be delivered?

       NO


 SAP AG 2002, Title of Presentation, Speaker Name 35
              Reporting Strategies – For the Right Decisions

             Report Dissemination
                    What state/format is information to be delivered?
                    What tool/mechanism is information to be made
                     available?

                          Web reporting is the future and the future is now. Data access can be Web based
                          and access through the browser and/or the SAP Enterprise Portal. BEx reports use
                          Windows based components and require SAPGui for delivery. SAP BW delivers a
                          comprehensive toolset for query design, reporting and analysis.
                          Decisions on desktop and browser standards play a part in any discussion on Data
                          Delivery and Access. Mobile devices should also be discussed. 3rd party delivery
                          tools and software must be considered if it is part of the Corporate Information
                          Management Strategy.


    DECISION
     POINT          YES

                                                    What Data access tool or mechanism will be used? Is there a corporate
                                                    standard for data delivery?
       NO


 SAP AG 2002, Title of Presentation, Speaker Name 36
              Reporting Strategies – For the Right Decisions
             Strategic vs. Tactical
                    Is information Operational in Nature?
                    Is information Analytical in Nature?
                    Is summary or detail data appropriate?

                   What the experts say:

                   Bill Inmon, Bill Inmon Associates: “FORCING THE ISSUE

                   There is an interesting question that follows from the observation that operational reporting
                   is very different from informational reporting. That question is - what happens to the data
                   warehouse environment if you try to force ALL reports out of the data warehouse?

                   If the data warehouse architect ends up trying to force all reports out of the data warehouse,
                   the consequences are:

                                        the data warehouse is FORCED to be designed to the lowest level of granularity of the corporation.
  “Just Because the                      This may or may not be an acceptable design constraint,
  Data warehouse can
  be forced to support                  updates will need to be done in the data warehouse. While this can usually be done by the dams that
  Operational reporting
                                         manages the data warehouse, this in many ways runs contrary to the way that data warehouses are
  Doesn’t mean it ought
                                         run,
  To….” Bill Inmon                      the timing of adjustments and transactions being entered and reflected inside the data warehouse
                                         becomes an issue, usually to the detriment of the other operations occurring inside the data
                                         warehouse. “ (1)




 SAP AG 2002, Title of Presentation, Speaker Name 37Is the report strategic?
              Reporting Strategies – For the Right Decisions
             Strategic vs. Tactical
                    Is information Analytical in Nature?
                    Is information Operational in Nature?
                    Is summary or detail data appropriate?

                   What the experts say:

                   Bill Inmon: “FORCING THE ISSUE

                   There is an interesting question that follows from the observation that operational reporting
                   is very different from informational reporting. That question is - what happens to the data
                   warehouse environment if you try to force ALL reports out of the data warehouse?

                   If the data warehouse architect ends up trying to force all reports out of the data warehouse,
                   the consequences are:

                                        the data warehouse is FORCED to be designed to the lowest level of granularity of the corporation.
  “Just Because the                      This may or may not be an acceptable design constraint,
  Data warehouse can
  be forced to support                  updates will need to be done in the data warehouse. While this can usually be done by the dams that
  Operational reporting
                                         manages the data warehouse, this in many ways runs contrary to the way that data warehouses are
  Doesn’t mean it ought
                                         run,
  To….” Bill Inmon                      the timing of adjustments and transactions being entered and reflected inside the data warehouse
                                         becomes an issue, usually to the detriment of the other operations occurring inside the data
                                         warehouse. “ (1)




 SAP AG 2002, Title of Presentation, Speaker Name 38Is the report strategic?
              Reporting Strategies – For the Right Decisions

             Strategic vs. Tactical
                    Is information Analytical in Nature?
                    Is information Operational in Nature?
                    Is summary or detail data appropriate?

                          Analytical Reporting will take information over time in comparison to some goal,
                          measurement or benchmark. This information is normally in summary format and is
                          often accompanied by charts and graphs. This information provides insight to the
                          performance of the entity.




                                                    Is the report strategic? Can summary data be used? Is the report currently
    DECISION
                    YES
     POINT                                          available on the transaction system or is a custom report required to be
                                                    created? Is the data required to be real time?

       NO


 SAP AG 2002, Title of Presentation, Speaker Name 39
              Reporting Strategies – For the Right Decisions

             Strategic vs. Tactical
                    Is information Analytical in Nature?
                    Is information Operational in Nature?
                    Is summary or detail data appropriate?

                          Operational reporting will use detail data to show the results of current operations.
                          This is also transactional reporting. This information is usually required frequently
                          (say daily). Performance improvement on the productive system is often the major
                          reason for deciding to store and report on transactional data in the BW. Cross
                          application data models can be maintained with less manual report coding efforts
                          than creating these reports on the source. This information is actionable.




    DECISION
     POINT          YES
                                                    Is the report tactical ? Is detail data required? Is the report currently
                                                               available on the transaction system? Is the data required to be
                          real time?
       NO


 SAP AG 2002, Title of Presentation, Speaker Name 40
                Reporting Strategies - Sample Requirements Matrix with
                                                 Additional Considerations
            Criteria                                    Decision Point                    R/3   Legacy   BW


            Data created/stored in R/3                  Type report:

            Data integration from other sources         Operational
            not required
                                                        ex: payroll register.

                                                        Legal w/special format

                                                        List or Mailing Label
            Data unavailable in BW                      Frequency of use – low
            customization required                      Operational report available in
                                                        R/3 or legacy system Data
                                                        Integration from other system
                                                        not a requirement
                                                        Customization effort – high


            Data integration needed from                General rule of thumb

            Cross Functional R/3,

            New Dimension products, and

            Non-R/3 system Environments
            Performance issue in R/3 OLTP system        Heavy information access is
                                                        required in an OLTP system that
                                                        already have performance issue
                                                        based on post tuning
                                                        performance measurements




                     Matrix created by Amelia Lo, SAP Labs LLC



 SAP AG 2002, Title of Presentation, Speaker Name 41
                Reporting Strategies - Sample Requirements Matrix with
                                                 Additional Considerations
            Criteria                                    Decision Point                  R/3   Legacy   BW


            Data created/stored in R/3                  Type report:

            Data integration from other sources         Operational
            not required
                                                        ex: payroll register.

                                                        Legal w/special format

                                                        List or Mailing Label
            Up to the minute info needed                General rule of thumb


            Up to the minute info needed                Low volume and for analytical
                                                        – use remote cube a
                                                        possibility (be aware of
                                                        performance impact)
            Operational Window in R/3 or                Customization effort – high
            Legacy systems are very narrow
                                                        Extract loading time - long




                     Matrix created by Amelia Lo, SAP Labs LLC



 SAP AG 2002, Title of Presentation, Speaker Name 42
                Reporting Strategies - Sample Reporting Tool Matrix


               Report                           Navigation:   Aggregati   Freque   Precalcu   Reco   Report     References on
               Description/                     Drilldown/    on:         ncy:     lation:O   rds    Type       SAP Net
               Reporting                        Static;       Summary/    Daily/   LAP        Acce
                                                                                                     Work,
               Characteristic                   Online/       Detail      Wkly/    Cache,     ssed
                                                                                                     Web
                                                Offline                   Mthly/   RA,
                                                                                                     App.,
                                                                          Qrtrly   Dwnload
                                                                                                     InfoSet,
                                                                                   Schedr,
                                                                                                     R/3 Rpt,
                                                                                   Wrkbks
                                                                                                     ABAP
                                                                                                     Query
        1      Volume (by                       Static/       Summary     Mthly/   Precalc    TBD    Web        How to…
               characteristic                   Offline                   Qrtrly                     App./      Reporting
                                                                                                     Work       Agent/BW
                                                                                                                Online
                                                                                                                Documentation
        2      Volume (by                       Drilldown/    Summary     Mthly/   Precalc    TBD    Web        How to…
               characteristic                   Online                    Qrtrly                     App./      Reporting
                                                                                                     Work       Agent/BW
                                                                                                                Online
                                                                                                                Documentation
        3      Volume (by                       Drilldown/    Detail      Daily    Precalc    TBD    Web        How to…
               characteristic                   Online                                               App./      Reporting
                                                                                                     Work       Agent/BW
                                                                                                                Online
                                                                                                                Documentation


                     Matrix created by Bryan Katis, SAP Labs LLC



 SAP AG 2002, Title of Presentation, Speaker Name 43
                Reporting Strategies - Sample Reporting Tool Matrix


               Report                           Navigation:   Aggregati   Freque   Precalcu   Reco   Report     References on
               Description/                     Drilldown/    on:         ncy:     lation:O   rds    Type       SAP Net
               Reporting                        Static;       Summary/    Daily/   LAP        Acce
                                                                                                     Work,
               Characteristic                   Online/       Detail      Wkly/    Cache,     ssed
                                                                                                     Web
                                                Offline                   Mthly/   RA,
                                                                                                     App.,
                                                                          Qrtrly   Dwnload
                                                                                                     InfoSet,
                                                                                   Schedr,
                                                                                                     R/3 Rpt,
                                                                                   Wrkbks
                                                                                                     ABAP
                                                                                                     Query
        4      Volume (by                       Online        Detail      Daily    No         TBD    R/3
               characteristic                                                      Precalc           Report/
                                                                                                     ABAP
                                                                                                     Query

        5      Master Data                      Drilldown/    Detail      Mthly/   No         TBD    Web        BW Online
               reporting                        Online                    Qrtrly   Precalc           App./      Documentation
                                                                                                     Work



        6      Reporting on                     Online        Detail      Daily    No         TBD    Classic    BW Online
               field in a table                                                    Precalc           Info Set   Documentation
                                                                                                                - Classic Info
                                                                                                                Set



                     Matrix created by Bryan Katis, SAP Labs LLC



 SAP AG 2002, Title of Presentation, Speaker Name 44
                Reporting Strategies - Sample Reporting Tool Matrix


               Report                           Navigation:   Aggregati   Freque   Precalcu   Reco   Report     References on
               Description/                     Drilldown/    on:         ncy:     lation:O   rds    Type       SAP Net
               Reporting                        Static;       Summary/    Daily/   LAP        Acce
                                                                                                     Work,
               Characteristic                   Online/       Detail      Wkly/    Cache,     ssed
                                                                                                     Web
                                                Offline                   Mthly/   RA,
                                                                                                     App.,
                                                                          Qrtrly   Dwnload
                                                                                                     InfoSet,
                                                                                   Schedr,
                                                                                                     R/3 Rpt,
                                                                                   Wrkbks
                                                                                                     ABAP
                                                                                                     Query
        7      Evaluation of                    Drilldown/    Detail      Daily    Precalc    TBD    Web        How to…
               exceptions -                     Online                                               App./      Reporting
               based on daily                                                                        Work       Agent/BW
               data                                                                                             Online
                                                                                                                Documentation
        8      Evaluation of                    Static/       Detail      Weekly   Precalc    TBD    Web        How to…
               exceptions -                     Offline                                              App./      Reporting
               based on                                                                              Work       Agent/BW
               weekly                                                                                           Online
               summary or                                                                                       Documentation
               trends
        9      Reporting from                   Drilldown/    Detail      Daily    No         TBD    Web        BW Online
               off site locations               Online                             Precalc           App./      Documentation
                                                                                                     Portal



                     Matrix created by Bryan Katis, SAP Labs LLC



 SAP AG 2002, Title of Presentation, Speaker Name 45
                Reporting Strategies - Sample Reporting Tool Matrix


                 Report                         Navigation:   Aggregati   Freque   Precalcu   Reco   Report     References on
                 Description/                   Drilldown/    on:         ncy:     lation:O   rds    Type       SAP Net
                 Reporting                      Static;       Summary/    Daily/   LAP        Acce
                                                                                                     Work,
                 Characteristic                 Online/       Detail      Wkly/    Cache,     ssed
                                                                                                     Web
                                                Offline                   Mthly/   RA,
                                                                                                     App.,
                                                                          Qrtrly   Dwnload
                                                                                                     InfoSet,
                                                                                   Schedr,
                                                                                                     R/3 Rpt,
                                                                                   Wrkbks
                                                                                                     ABAP
                                                                                                     Query
     10          Reporting from                 Drilldown/    Detail      Daily    Precalc    TBD    Web        BW Online
                 intracompany                   Online                                               App./      Documentation
                 network                                                                             Portal
     11          Data Validation                Drilldown/    Detail      Weekly   No         TBD    Query      How to…
                 - InfoCube to                  Online                             Precalc           using      Validate
                 PSA                                                                                 Remote     InfoCube Data
                                                                                                     Cube       by comparing
                                                                                                     and        with PSA Data
                                                                                                     MultiPro
                                                                                                     vider
     12          Reports from                   Drilldown/    Detail      Daily    Precalc    TBD    Web        How to…
                 an Information                 Online                                               App./      Create an
                 Cockpit                                                                             Portal     Information
                                                                                                                Cockpit/BW
                                                                                                                Online
                                                                                                                Documentation

                     Matrix created by Bryan Katis, SAP Labs LLC



 SAP AG 2002, Title of Presentation, Speaker Name 46
                Reporting Strategies - Sample Reporting Tool Matrix


                 Report                         Navigation:   Aggregati   Freque   Precalcu   Reco   Report     References on
                 Description/                   Drilldown/    on:         ncy:     lation:O   rds    Type       SAP Net
                 Reporting                      Static;       Summary/    Daily/   LAP        Acce
                                                                                                     Work,
                 Characteristic                 Online/       Detail      Wkly/    Cache,     ssed
                                                                                                     Web
                                                Offline                   Mthly/   RA,
                                                                                                     App.,
                                                                          Qrtrly   Dwnload
                                                                                                     InfoSet,
                                                                                   Schedr,
                                                                                                     R/3 Rpt,
                                                                                   Wrkbks
                                                                                                     ABAP
                                                                                                     Query
     13          Static/Precalua                Static/       Detail      Daily    Precalc    TBD    Web        How to…
                 ted Data                       Offline                                              App./      Reporting
                                                                                                     Work       Agent/BW
                                                                                                                Online
                                                                                                                Documentation
     14          Data Validation                Drilldown/    Summary     Wkly/    Precalc    TBD    Web        How to…
                 - InfoCube to                  Online                    Mthly/                     App./      Reporting
                 PSA                                                      Qrtrly                     Work       Agent/BW
                                                                                                                Online
                                                                                                                Documentation
     15          Regulated                      Static/       Summary     Wkly/    Precalc    TBD    Crystal    Crystal
                 Reports                        Offline                   Mthly/                     Reports    Decisions
                                                                          Qrtrly
     16          Regulated                      Online        Detail      Daily    Precalc    TBD    Crystal    Crystal
                 Reports                                                                             Reports    Decisions

                     Matrix created by Bryan Katis, SAP Labs LLC



 SAP AG 2002, Title of Presentation, Speaker Name 47
              Decision Tree

                                                                          Data
                                                        BI     Y
                                                                       available in
                                                                                          N
                                                                            BI

      Decision Tree
                                                                                                  All Data
                                                                                                 Originate in

               Report
                                                                                         Y          SAP                 N


            Development                                                         Does report
                                                                                                                        Partial Data
                                                                                                                         originate
                                                                                  exist
                                                                       Y                         N                  Y     in SAP       N
                                                                                                                                                Can external
                                                               Require                                                           ?             data be loaded
                                                                                                                                                    into BI
                                                             modifications                                                                 N
                                                        N                       Y

                                                                                                                                                           Y
                                        Transactional
    *Use as-is                                or
      in SAP           Transactional Analytical/Managerial      Analytical/Managerial                                                              Develop
                                                                                                    Does                                        interface to BI
                                                                                                 BI Business
                                                                                                  Content
                                                                                             Y       exist          N
                                                                                                                          Can BI                        BI
                                                                        Activate BI                                     Content be
                                                                         Content                                Y        enhanced      N


                                                                                                                                               Consider
                                                                                                                                               ‘Generic’
                                                                                                                            BI             extract from SAP
                                                                           BI
                                                                     Use available
                                                                       data in BI

 SAP AG 2002, Title of Presentation, Speaker Name 48
              Reporting Strategies – Closing


               Conclusion
              The discussion on the proceeding pages should be considered a starting point for a
              workshop or focus group to enable decisions on information that should be reported on
              from the BW environment to accomplish getting:



              “RIGHT INFORMATION, AT THE RIGHT TIME, TO THE RIGHT
              PERSON, FOR THE RIGHT DECISIONS”




 SAP AG 2002, Title of Presentation, Speaker Name 49
              Reporting Strategies – Closing


               References
              1) OPERATIONAL AND INFORMATIONAL REPORTING
                          by W. H. Inmon, Bill Inmon Associates


              2) Beyond the Data Warehouse: The Value of Information
                          By John Ladley
                          Published in DM Review Online in May 2003 :

              3) Business Intelligence Building Blocks: Decision Frameworks
                   By John L. Doran
                        Published in DM Review Online in June 2003

               4) Data     Publishing Architecture for the Extended Enterprise
                   By Mike Kelly
                          Published in DM Direct in May 2003




              “RIGHT INFORMATION, AT THE RIGHT TIME, TO THE RIGHT PERSON,
              FOR THE RIGHT DECISIONS”

 SAP AG 2002, Title of Presentation, Speaker Name 50

				
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