Strategies for Selecting the Right BI Client Product Based on Your Own Requirements (Session Code: 0507) Ingo Hilgefort, Director, Customer Engagement and Projects SAP BusinessObjects (Canada) (SAP Mentor)

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This presentation outlines our general product direction and should not be relied on in making a purchase decision. This presentation is not subject to your license agreement or any other agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to develop or release any functionality mentioned in this presentation. This presentation and SAP's strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent.

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How to find the RIGHT product?

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SAP BusinessObjects BI portfolio

Reporting Dashboards and Apps Discovery and Analysis

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SAP BusinessObjects BI portfolio Reporting

Reporting      

Consistent layout and format Repetitive usage Pre – designed content Strong distribution capabilities Formatted & Printable reports Operational reports

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SAP BusinessObjects BI portfolio Reporting

Reporting      

Consistent layout and format Repetitive usage Pre – designed content Strong distribution capabilities Formatted & Printable reports Operational reports

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SAP BusinessObjects BI portfolio Monitoring

Dashboards and Apps       

Tracking corporate KPIs Highly visualized information Aggregated information Real-time Interactive Simple Mobile

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SAP BusinessObjects BI portfolio Monitoring

Dashboarding       

Tracking corporate KPIs Highly visualized information Aggregated information Real-time Interactive Simple Mobile

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SAP BusinessObjects BI portfolio Analyze

Discovery and Analysis       

Changing views Exchange dimensions and measures Hierarchical reporting Creating calculations Forecasting & Planning Multi-dimensional data Mobile

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SAP BusinessObjects BI portfolio Analyze

Discovery and Analysis        

Business User focused Asking questions – Finding answers Read, Enrich, Manipulate, and Combine information Changing views Hierarchies, Trends, Outliers Creating calculations Forecasting & Planning Mobile

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SAP BusinessObjects BI portfolio

Reporting

Dashboards and Apps

Discovery and Analysis

Share Information

Build Engaging Experiences

Discover. Predict. Create.

 Securely distribute information across your organization

 Deliver engaging information to users where they need it

 Discover areas to optimize your business

 Give users the ability to ask and answer their own questions

 Track key performance indicators and summary data

 Adapt data to business needs

 Build printable reports for operational efficiency

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 Build custom experiences so users get what they need quickly

 Tell your story with beautiful visualizations

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Reporting Share Information High productivity design for report designers

Portfolio

Quickly build formatted reports on any data source

 Web Intelligence

Securely distribute reports both internally and externally

 Crystal Reports

Minimize IT support costs by empowering end users to easily create and modify their own reports Enhance custom applications with embedded reports

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Dashboards and Apps Build Engaging Experiences Build engaging, visual dashboards Powerful environment to build interactive and visually appealing analytics Rich set of controls: buttons, list boxes, drop-down, crosstabs, charts…

Portfolio  Design Studio  Dashboards (aka Xcelsius)

Use custom code to extend and build workflows

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Discovery and Analysis Discover. Predict. Create. Agility for business analysts and business users

Portfolio

Discover trends, outliers and areas of interest in your business Adapt to business scenarios by combining, manipulating, and enriching data

 Visual Intelligence  Explorer

Tell your story with self-service visualizations and analytics

 Analysis

Forecast and predict future outcomes

 Predictive Analysis

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SAP BusinessObjects BI portfolio Who creates the content? Reporting Reporting

Crystal Reports

Dashboarding & Apps

Discovery & Analysis

Design Studio

Design Studio

Dashboards

IT

Web Intelligence

Exploration Views

Analysis Explorer Visual Intelligence

Business User

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SAP BusinessObjects BI portfolio Who consumes the content? Reporting Reporting

Dashboarding & Apps

Discovery & Analysis

Design Studio

Design Studio

Dashboards

Explorer

Exploration Views

Executive

Web Intelligence

Senior Mgmt

Design Studio

Design Studio

Dashboards

Explorer

Exploration Views

Analysis

Design Studio

Explorer Analysis Visual Intelligence

Business Analyst

Crystal Reports

Design Studio

Analysis Office

Web Intelligence Individual Contributor

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SAP BusinessObjects BI portfolio Where is the content consumed? Reporting Reporting Crystal Reports

Dashboarding & Apps

Discovery & Analysis

Dashboards

Analysis Office Visual Intelligence

Web Intelligence

Crystal Reports

Design Studio

Design Studio

Web Intelligence

Dashboards

Explorer

Exploration Views

Analysis OLAP

Crystal Reports

Design Studio

Design Studio

Web Intelligence

Dashboards

Explorer

Exploration Views

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SAP BusinessObjects Dashboarding Strategy What does this mean for existing customers in 2012 ?

Current use of SAP BusinessObjects Dashbords (former Xcelsius)

Current use of Bex Web Application Designer

Use SAP BusinessObjects Design Studio as primary tool for creating dashboards and applications, both on the web and on device

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SAP BW only

MultiSource, Non-SAP BW

Consider building new dashboards in SAP BusinessObjects Design Studio

Continue with SAP BusinessObjects Dashboards and leverage the upcoming HTML5 functionality for ondevice dashboards

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Selecting the Right SAP BusinessObjects BI Client … based on your audience

SAP BusinessObjects BI portfolio Who consumes the content? Reporting Reporting

Dashboarding & Apps

Discovery & Analysis

Design Studio

Design Studio

Dashboards

Explorer

Exploration Views

Executive

Web Intelligence

Senior Mgmt

Design Studio

Design Studio

Dashboards

Explorer

Exploration Views

Analysis

Design Studio

Explorer Analysis Visual Intelligence

Business Analyst

Crystal Reports

Design Studio

Analysis Office

Web Intelligence Individual Contributor

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SAP BusinessObjects BI portfolio Who consumes the content?

Reporting (Crystal Reports & Web Intelligence)  Consume standardized reports to review operational metrics  Receive alerts from pre-built reports and leverage information for follow up  Use guided interactivity for filtering and selecting the right information Individual Contributor

 Share reports with larger audience and make use of product interoperability  Use interactive reporting capabilities to access and analyze a variety of data sources

Dashboarding & Analyze (Design Studio & Analysis, edition for Microsoft Office)  Consume and interact with information using prepared workbooks  Analyze operational metrics inside the Microsoft Office environment  Follow guided analysis using pre-built BI applications

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SAP BusinessObjects BI portfolio Who consumes the content?

Dashboarding and Analyze (Design Studio & Analysis)  Analyze corporate information to fulfill ad hoc requests from management  Build and share Microsoft Excel and web based BI applications for guided analysis  Use Analysis as starting point and leverage product interoperability for details Business Analyst

 Create and edit reports without the need for IT or a report designer  Share reports with larger audience and make use of product interoperability

Discover (SAP BusinessObjects Explorer & Visual Intelligence)  Answer ad-hoc questions anywhere, anytime using historic and real-time data  Search and explore information by using natural words and simple visualizations  Access large volumes of information on-premise and on device  Combine, enrich, manipulate, and merge information

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SAP BusinessObjects BI portfolio Who consumes the content?

Dashboarding & Analyze (Analysis & Design Studio)  Analyze and review corporate KPIs and measure progress towards set goals  Share findings with upper management in form of presentations with live data  Use actual and historical data for detailed planning scenarios to enable realistic forecasting Senior Management

 Leverage product interoperability to share findings with other BI clients  Analyze information on the desktop, via browser, and via mobile device

Reporting (Web Intelligence)  Consume and change pre-delivered reports without the need for IT or a report designer  Use interactive reporting capabilities to access and analyze a variety of data sources  Share reports with larger audience and make use of product interoperability

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SAP BusinessObjects BI portfolio Who consumes the content?

Monitoring & Analyze (Exploration Views & Design Studio)  Track and analyze company wide metrics using real-time interactive dashboards  Leverage what-if capabilities to evaluate different planning scenarios  Provide navigation for further analysis using product interoperability Executive

 Analyze information on the desktop, via browser, and via mobile device

Discover (SAP BusinessObjects Explorer)  Answer ad-hoc questions anywhere, anytime using historic and real-time data  Search and explore information by using natural words and simple visualizations  Access large volumes of information on-premise and on device

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SAP BusinessObjects BI portfolio What’s the role of SAP BusinessObjects Design Studio?

 Consume and interact with information using simplified BI templates  Analyze information on mobile devices Executive

IT

 User product interoperability to share results with other BI clients Senior Management

 Create and customize BI applications and design guided navigations  Leverage BI applications for planning and forecasting scenarios

CONSUME

CREATE

 Leverage BI applications for planning and forecasting scenarios

Business Analyst

 Consume and interact with information using simplified BI templates  Use pre-built workbooks with guided steps

Individual Contributor © 2013 SAP AG. All rights reserved.

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Selecting the Right SAP BusinessObjects BI Client … based on product capabilities

Selecting the Right SAP BusinessObjects BI Client Comparing Product Capabilities Crystal Reports for Enterprise

Web Intelligence

Dashboards

Analysis, Edition for Microsoft Office

Analysis, edition for OLAP

SBOP Explorer

Visual Intelligence

Design Studio

Highly formatted reporting Parameterized & Dynamic Layout Self – Service reporting / Free form layout Hierarchical capabilities

Data Visualization

Product Interoperability

Guided Navigation

Mobile Reporting

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Selecting the Right SAP BusinessObjects BI Client Comparing Product Capabilities – SAP Data Sources Crystal Reports for Enterprise

Web Intelligence

SBOP Dashboards

Analysis, Edition for Microsoft Office

Analysis, edition for OLAP

SBOP Explorer

Visual Intelligence

Design studio

SAP ECC (directly)

Yes

Yes

Yes

No

No

Yes

Yes

No

SAP ECC via Transient Provider ECC 6 - EhP05

Yes

Yes

Yes

Yes

Yes

No

No

Yes

SAP NetWeaver BW (BI Consumer Services)

Yes

Yes

Yes

Yes

Yes

No

No

Yes

SAP NetWeaver BW (Relational)

Yes

Yes

Yes

No

No

Yes

No

No

SAP NetWeaver BWA (via SAP BEx Query)

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

SAP NetWeaver BWA (directly)

No

No

No

No

No

Yes

No

No

SAP HANA (directly)

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

SAP BW on SAP HANA (published models)

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

Yes

No

Non-SAP Sources

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SAP BusinessObjects BI & SAP NetWeaver BW Supported meta-data & functionality Analysis, edition for Microsoft Office

Analysis, edition for OLAP

Crystal Reports for Enterprise

Web Intelligence

Dashboards (BICS in BIP)

SBOP Explorer (BWA)

Relational Universe (BI4 UNX)

Design Studio

Support for Hierarchies with Linked Nodes

Yes

Yes

Planned for release 4.1

Planned for release 4.1

Planned for release 4.1

Yes

No

Yes

Support for time-dependent Hierarchies

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Support for time-dependent Hierarchy Structures

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Support for Hierarchies with Temp Join

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Support for Hierarchy Versions (without usage of Variables)

No

Yes

Yes

Yes

Yes

No

No

No

BEx Query Elements

Visual Intelligence is not mentioned as Visual Intelligence is connecting to the published HANA models and not to a BEx Query. © 2013 SAP AG. All rights reserved.

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SAP BusinessObjects BI & SAP NetWeaver BW Supported meta-data & functionality Analysis, edition for Microsoft Office

Analysis, edition for OLAP

Crystal Reports for Enterprise

Web Intelligence

Dashboards (BICS in BIP)

Explorer (BW Accelerator)

Hierarchical Member selection (nodes and leafs)

Yes

Yes

Yes

Yes

Yes

Yes (only as filter)

Yes

Yes (8)

Member Selection based on hierarchy levels

Yes

Yes

Yes

Yes

Yes

No

No

Yes (8)

Show specific Hierarchy Levels

Yes

Yes

Yes

Yes

Yes

No

No

Yes (8)

Skip levels of a hierarchy

Yes

Yes

No

No

No

No

No

Yes (8)

Show Leaf Members only

Yes

Yes

No

No

No

No

No

Yes (8)

Ranking Data along a hierarchy

Yes

Yes

No

No

No

No

Yes

No

Exchange of hierarchies in the BI client tool

Yes

Yes

No

No

No

No

Yes

No

Expand to Level Functionality (BEx Query Designer)

Yes

Yes

No

No

No

No

No

Yes (8)

Expand to Level Functionality (Run Time)

Yes

Planned for 4.1

No

No

No

No

No

No

BEx Query Elements

Visual Design Studio Intelligence

(8) Design Studio: possible to define it in design time. But it‘s not possible to define/change it in ad-hoc manner in run time with Design Studio 1.0

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SAP BusinessObjects BI & SAP NetWeaver BW Supported meta-data & functionality Analysis, edition for Microsoft Office

Analysis, edition for OLAP

Compact Axis in the Rows (Display as hierarchy)

Yes

Yes

Compact Axis in the Columns (Display as hierarchy)

Yes

Yes

Hierarchical Report Design

Yes

Yes

Yes

Yes

Yes

Hierarchical charting

No

Yes

Yes

Yes

Yes

BEx Query Elements

Crystal Reports for Enterprise

Web Intelligence

Dashboards (BICS in BIP)

Explorer (BW Accelerator)

No No No No Not planned for Not planned for Not planned for Not planned for future release future release future release future release No No No No Not planned for Not planned for Not planned for Not planned for future release future release future release future release

Visual Design Studio Intelligence

No

Yes(8)

No

Yes(8)

No

No

Yes(8)

No

Yes

No

(8) Design Studio: possible to define it in design time. But it‘s not possible to define/change it in ad-hoc manner in run time with Design Studio 1.0

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Selecting the Right SAP BusinessObjects BI Client … based on your business requirements

Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Financial Area

Middle Management

As Financial Manager for the West Coast Region of North America I need to be able to analyze cost and profit center actuals towards the allocated budget along several dimensions. I need to be able to see these measures along our company structures as well as being able to compare information from several sources. I also need to be able add my own calculation to answer on-demand requests from senior management. I would like to leverage the information inside Microsoft Excel, but it also should be possible to use it in a browser.

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Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Financial Area

What did we hear ? Middle Management

    

Use of hierarchies (cost center / profit center / company structures) Probably usage of BEx Query Structures Usage of Microsoft Excel and browser based access Creation of calculations on the fly Accessing multiple sources

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Selecting the Right SAP BusinessObjects BI Client Comparing Product Capabilities Crystal Reports for Enterprise

Web Intelligence

Dashboards

Analysis, Edition for Microsoft Office

Analysis, edition for OLAP

SBOP Explorer

Visual Intelligence

Design Studio

Usage of Hierarchies

Using BEx Query Structures

Microsoft Excel as client

Internet Browser as client

Creating calculations

Multiple Source in one report

© 2013 SAP AG. All rights reserved.

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Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Financial Area

Summary  Based on the combination of requirements from the Financial Area the recommendation would be to use – Analysis, edition for Microsoft Office – Analysis, edition for OLAP – Design Studio

 Design Studio could be leverage to create a custom BI application / template for the user audience

 For less hierarchical driven reports and a more consumer (less power user) type of audience Web Intelligence might be an alternative

© 2013 SAP AG. All rights reserved.

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Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Sales Area

Business Analyst

The Sales Manager for Canada asked me to create a report for his sales representatives that would allow them to see their current sales pipeline. He mentioned that the information needs to be available in the office, on the road, and on mobile devices. He also stressed out that each sales representative needs to be able to change the report “as they wish” so that they can see the information by opportunity, product, week & month, and other angles. Actual hierarchies are only used limited.

Individual Contributor

For him as Sales Manager for Canada, he mentioned it would be a great value to be able to run some simple scenarios to see how certain changes could impact the pipeline, for example a change in the product cost or price. Middle Management

… and he then also mentioned that sometimes people prefer just to get an eMail with a PDF file. © 2013 SAP AG. All rights reserved.

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Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Sales Area

What did we hear ?

Business Analyst

 The information needs to be available on-premise (in the office), offline (on the road), and on mobile devices  Users need the ability to change the report and change the view on the data.  Only limited use of hierarchies  Distribution of the reports via eMail in a PDF format is also required  For the Sales Management some simple what-if scenarios would be a great asset

© 2013 SAP AG. All rights reserved.

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Selecting the Right SAP BusinessObjects BI Client Comparing Product Capabilities Crystal Reports for Enterprise

Web Intelligence

Dashboards

Analysis, Edition for Microsoft Office

Analysis, edition for OLAP

SBOP Explorer

Visual Intelligence

Design Studio

Offline Capabilities

Mobile Reporting

Distribution via eMail (Broadcasting)

Edit the report

Change the “view” of the data

What-if scenarios

© 2013 SAP AG. All rights reserved.

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Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Sales Area

Summary  Based on the combination of requirements from the Sales Area the recommendation would be to use – Web Intelligence – Interactive Analysis Desktop – Mobile BI

 What – if Scenarios will be created using SAP BusinessObjects Dashboards or Design Studio

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Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Executive Area

As Executive Manager in this company I need consolidated information, which provides me with a high-level overview on all critical corporate KPIs. I need to be able to access this information anytime, anywhere. Executive

If needed I need to be able to get to the root cause and see the detailed information. I also can not always wait for my business analyst of IT to send me the information when I ask them a question. It would be good to be able to simply search for the answer by entering my question.

© 2013 SAP AG. All rights reserved.

Customer

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Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Executive Area

What did we hear ?

Executive

 Consume highly aggregated information  Strong data visualizations needed  Provide the ability to drill down and navigate to detailed information when needed  Fast response time  Information needs to be available via mobile device  Allow for search and exploration

© 2013 SAP AG. All rights reserved.

Customer

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Selecting the Right SAP BusinessObjects BI Client Comparing Product Capabilities Crystal Reports for Enterprise

Web Intelligence

Dashboards

Analysis, Edition for Microsoft Office

Analysis, edition for OLAP

SBOP Explorer

Visual Intelligence

Design Studio

Highly Aggregated information

Strong data visualization

Drill Down / Navigate to detailed information

Mobile Reporting

Search & Exploration

This BI clients are not suitable for the intended audience. © 2013 SAP AG. All rights reserved.

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Selecting the Right SAP BusinessObjects BI Client Using Business Requirements – Executive Area

Summary  Based on the combination of requirements from the Executive team the recommendation would be to use – SAP BusinessObjects Design Studio – SAP BusinessObjects Explorer – SAP BusinessObjects Explorer for mobile devices

 In addition consider SAP NetWeaver BWA or SAP HANA for performance improvements

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Selecting the Right SAP BusinessObjects BI Client Different Needs Require Different Experience

Audience

Selecting the Right SAP BusinessObjects BI Client

Phases

Use Case

 Who is your audience?

 What are the business requirements ?

 What are the skills of your audience ?

 What is the audience doing with the information ? How are they doing this today ?

 How is your audience using the software right now ?  Remember, a business analyst in sales might be different to

 How is your audience using the software right now ?  Create a use case on department level, don’t try to make one use case for all your requirements

Auditing

 Use SAP BusinessObjects Auditing to track the BI activity  Use SAP NetWeaver BW statistics to track the activity on BW  Leverage the information in combination with the IT and BW team for performance improvements

a business analyst in finance

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Key Points to Take Home

Your BI Strategy should start with the business requirements, not with the DWH.

Start by defining your requirements and your desired outcome.

Focus on the business pain points by area. One use case after the other – not all in once

Understand your audience. Let them describe their workflow. Listen !

Remember – Your BI Strategy starts with the business requirements.. Not with the DWH

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Additional Resources Reporting and Analysis with SAP BusinessObjects (2nd Edition) (SAP Press, 2012) Integrating SAP BusinessObjects BI Platform 4.x with SAP NetWeaver (SAP Press, 2011)

Mastering SAP BusinessObjects Analysis, edition for OLAP with SAP NetWeaver BW Interactive eBook: Kindle Edition

Best Practices for integration SAP BusinessObjects BI 4.x with SAP NetWeaver BW Kindle Edition

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Thank you Contact information: Contact details: [email protected] Twitter : @ihilgefort Blog : www.mastering-sap-and-businessobjects.com

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