rego university: business objects universes, ca ppm (ca clarity ppm) + jaspersoft
TRANSCRIPT
www.regoconsulting.com Phone: 1-888-813-0444
Creating and Maintaining Business Objects Universes
Business Objects Universes, CA PPM (CA Clarity PPM)
www.regoconsulting.com Phone: 1-888-813-0444
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● Software & Setup Required
● The Basics
● Hands On
● Tips & Tricks
● What’s Coming (CA PPM 13.4 Changes)
● Q&A
Overview
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Software & Setup Required
● For Oracle○ Oracle Client (32-bit)
○ TNS Names Entry exactly like the one found on the BO server
● For MSSQL○ Windows ODBC 32-bit data source exactly like the one found on the
BO server
● Install BO Client Tools○ Full BO CD downloadable from CA Support
○ Client tools only downloadable from SAP Support
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● Reporting tool (like Crystal Reports)
● Included free with CA PPM
● Browser-based - nothing to install
● Integrates with CA PPM
What is WEBI
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● Translator – business language to query language
● Visually build data model
● Define a simplified view of the data
● Build SQL Queries on the fly
What are Universes
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● Determine which custom fields are needed for reporting
● Build a custom universe and add your custom fields to it
● Link the custom universe with each of the (4) OOTB Universes
● Provide 1-2 day WEBI training course for CA PPM power users
● Keep the universe in sync with any CA PPM customizations
● Let the time-saving begin!
Implementing Ad-Hoc Reporting
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● Copy & Modify CA OOTB Universes
● Custom Universe Linked to OOTB
● Hybrid
● Pros & Cons
Overall Architecture
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● Import, Export, and Save
● Refreshing Table Structure
● Integrity Check
Designer
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● Controls○ Row Limit
○ Time Limit
● SQL Parameters○ ANSI92
○ DISTINCT_VALUES
Universe Parameters
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● Alias every table
● Set JOIN type properly (INNER vs. OUTER)
● No loops
● How to correct a loop
Tables & Joins
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● Use CA PPM Terminology
● Hide OOTB Folders & Objects that aren’t used
● Use Detail fields to hide primary keys
Classes & Objects
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● Replace WHERE clause with CASE statement
Classes & Objects
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● Push measure aggregation to the database
Classes & Objects
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● Add descriptions
● Add object formatting at the universe level
● Add relative date objects
Enhancing Universes
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● Use the objects name and path to determine whether it already exists
● Never overwrite connection contents
● When the import is finished, always view the details
Migrating Universes & Reports
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● Print (if you have PDF printing software)
● Save As…PDF
● Universe Documenter○ http://bukhantsov.org/2011/09/universe-documenter/
Documenting a Universe
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● Business Analytics is going away
● Adding Native CA PPM Ad-Hoc Reporting (Jaspersoft)
● Business Objects is here to stay
● Upgrading to BOXI 4.1 (latest)
What’s Coming – CA PPM 13.4
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Questions
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Email [email protected]
Web Sitewww.regoconsulting.com
Thank you.