sap user forum 13th may 2015 - decision inc. · •welcome–tony bell, sales director • sweating...

SAP User Forum 13th May 2015

Agenda

• Welcome – Tony Bell, Sales Director

• Sweating the Asset: Fast Tracking Your BI Initiatives – Nick Bell, CEO

• Tips & Tricks – Albert Chifura, Support Manager & Ryan Smith, Support Engineer

• Overview of SAP BO visualisation Tools – Raymond Robinson, Senior Trainer

• Insights from Mastering Analytics with SAP Event – Paul Morgan, Director

• Debunking the Myth: If You Build It, They Will Come – Raymond Robinson, Senior Trainer

• Closing – Tony Bell, Sales Director

Sweating the Asset: Fast Tracking Your BI ImplementationsNick Bell

Main Message

Technology can be a great multiplier to assist business in achieving and exceeding its information goals.

However, if implemented incorrectly, results in frustration when the investment doesn’t deliver value.

How can you change business’s perception of BI and leverage SAP Analytics to drive greater performance in the business?

4

What We’ll Cover

• Business perceptions• Understanding what you have• Overcoming initial stumbling blocks• Understanding decision making• Where do you build competency?• How do you support LOB needs?• Measurability• Questions

5

Current Reality

6

Introduction & Overview

This is the reality that we operate in. The need for analysis is now more urgent than before.

https://www.investec.co.za/research-and-insights/economy/economic-research/macro-economic-forecasts/quarter-4-2014---economic-forecasts--2012---2018.html

2012 2013 2014 2015 2016 2017 2018GDP 2.50 1.90 1.50 2.50 2.80 3.00 3.50 Real Disposable Income 2.80 2.50 2.10 2.60 2.80 3.00 3.40 Unemployment Rate % 24.90 24.70 25.50 25.90 26.00 25.90 25.70 Employment Growth Rate % 2.50 3.10 1.60 0.60 0.90 1.20 1.40 Repo Rate % 5.00 5.00 5.75 6.50 7.00 8.00 8.00 Consumer Inflation 5.70 5.80 6.10 5.40 5.20 5.40 5.50

7

Business Perceptions

• View that business intelligence initiatives often fail•

• “….of these, 40% - 60% are late or never finished” – In other words due to Technical

Failure!

• “…The rest are completed, but are deemed a failure because they are not used or

adopted in a way that justifies the cost” – In other words due to Business Failure!

• “70% to 80% of all BI projects fail” - Garter report 2012

8

Business Perceptions

• IT-led initiatives are not responsive to business’s needs.

• Visualisations are not meaningful.• Business intelligence initiatives are very report

centric.• IT doesn’t understand the needs of the organisation.• The reality is that technology-led initiatives often do

not provide the support that business needs.

•

9

Business Needs

Taming the Digital DragonThe 2014 CIO Agenda - Gartner

Understanding What You Have/Need

• Often great confusion on the SAP Product portfolio

•

11

Understanding the Platform

Business Users andLOB

BusinessAnalysts

Data Scientists

97% 3% 1%

Level of SkillNone Low High Expert

12

Understanding the Platform

• Benefits of the Platform– Security– Repeatability– Meta Data– Reusability– Auditability– Lineage– Standardised Engagement

•

13

Understanding Decision Making

14


The client is provided with a greater

decision making capability

The opportunity cost of reporting provides the user with greater

capability

The time taken to provide insights is shorter than it was

before

BETTER DECISIONS, FASTER

15

How Executives Make Decisions

30%

28%

29%

9%4%

Which inputs did you place the most reliance on?

Own intuition or experience

Advice or experience of othersinternallyData and Analysis

Financial Indicators

Gut and gigabytes: Capitalising on the art & science in decision making, a survey report by the Economic Intelligence Unit (EIU), sponsored by PwC


31%

30%

20%

16%

3%

Once the decision is made how frequently do you review the decision?

Half yearly

Annually

Quarterley

Not in the next 3 years

Never

Gut and gigabytes: Capitalising on the art & science in decision making, a survey report by the Economic Intelligence Unit (EIU), sponsored by PwC


PatternRecognition

EmotionalTagging

DECISION

Experience Experience

Experience

Experience

How We Make Decisions

Process of Understanding

Context

UnderstandingData

Information

Knowledge

Wisdom

Reports

Analytics

Predictive

Data is an item without any context or relation to other things.

Information represented by relationships between data and other data sources to make it meaningful.

Knowledge is represented by patterns among data, information and other knowledge. The patterns don’t provide knowledge until they have been understood.

Wisdom is the recognition that knowledge patters arise from fundamental principles and the understanding of what those principles are.

UNDERSTANDING RELATIONSHIPS

UNDERSTANDING PATTERNS

UNDERSTANDING PRINCIPLES

Linking Decision Making to Performance

Do people in the role have

the capability to execute

decisions?

How can the organisation

covert capability into performance?

Drive performance

Decision Assessment

Understanding the Decision Needs

• Do users know what it means to succeed?

• What does success look like?

• Can we predict the range of possible outcomes?

Do we know what outcomes we want to achieve in the organisation?

Can we quantify targets that will allow us to measure ourselves?

Decision Assessment

Understanding the People• Who are the key users of the solution?

• How do they currently execute reporting?

• Is information a part of the social systems of the business?

• What is their technical level of competence?

• What information do they need to execute their job more efficiently?

Do our people know what to do with their information?Do we have the correct people to make decisions?

Do they have the rights to make the necessary decisions?

Decision Assessment

Understanding the Technology• Does the business know what information it needs to have to complete the

project?

• Does the business have access to the information?

• Is it in a workable format for use?

• Which tools have been chosen for the execution of the information?

• Does the technology enable the users to work with their information?

How do we need to present the information to help it bring meaning?

Do our users have the skills to leverage the technology we are providing?

How To Go Forward?

With a greater understanding of your own business and its maturity you are able to provide your business with a competitive edge.

Taming the Digital Dragon: The 2014 CIO Agenda - Gartner

Developing the Capability

26

Developing the Capability

Once you have gone through the Decision Audit Process the team can decide how best to proceed.

BICC can become a key success factor

Business Intelligence Competency Centre – Why?

“Measurement is the first step that leads to control and eventually to improvement. If you can't measure something, you can't understand it.If you can't understand it, you can't control it.If you can't control it, you can't improve it.“ - H. James Harrington

BICC =Increased revenueDecreased expenses Improved operational efficiency

Business Intelligence Competency Centre – How?

• Who is your executive business champion?• What do you want to achieve -define your mission. • Source the right people.• Create a roadmap for the BICC, with As-Is vs. To-Be state.• Company wide launch and frequent communication with

documented standards and achievements – celebrate success.

• Change management is critical.

Types of BICC Setups

Finance Sales ...

BICC

Corp

Div1 Div2 Div3

CEO

Dept ICCBICC

CIO

Dept ICCBICC

Supporting Business

31

Industry/Functional Insights and Support

• The challenge that often comes out of a decision audit is that users don’t know what information they need.

• They also don’t understand how to present the insights in order to drive improvement.

• They don’t understand their own maturity:– Reports– Guided Analytics– Self Service

• The department isn’t sure how to focus on driving better behaviour.

32

Industry/Functional Insights and Support

• How do you provide users with a rapid acceleration process to enable them to understand their requirements and assist them in designing their roadmap?– Consulting Partners– Analytics Accelerators

• Can you prototype easily toenable the business to understand what it wants?

33

Measuring Success

• Key to measuring success is to determine the goals and outputs that you want to achieve

• “….of these, 40% - 60% are late or never finished” – In other words due to Technical

Failure!

• “…The rest are completed, but are deemed a failure because they are not used or

adopted in a way that justifies the cost” – In other words due to Business Failure!

• “70% to 80% of all BI projects fail” - Garter report 2012

34


The client is provided with a greater

decision making capability

The opportunity cost of reporting provides the user with greater

capability

The time taken to provide insights is shorter than it was

before

BETTER DECISIONS, FASTER

35

Summary

Business Users and LOB Business Analysts Data Scientists

97% 3% 1%

• The platform has the ability to support all of these users.• But its more than just having technology.• How you use the technology as a multiplier will enable you to accelerate performance

within the organisation.

Tips & TricksAlbert Chifura & Ryan Smith

Progress Bar in Web Intelligence

Sales: Visualising progress against target


• Presentation based on eFashion universe as source• Pull “quantity sold" object in Result Objects• Refresh the query to get the data. • Note that No Dimension is pulled in Result Objects


• Create a variable (dummy) adding a random number into “quantity sold" as target • In real world scenario, there would be actual and target values both coming

from database(s)


• Select Chart --> Others --> Horizontal Bar Chart option


• Horizontal Bar chart requires • A Measure• A Dimension • As mentioned earlier, there is no Dimension pulled into the query

• Create a Dummy Dimension variable in report


• We need to display the Percentage Target Completion graph, • Create a variable "% Target Achieved" • With formula as ("Quantity Sold"/"Target" )*100

• Drop "Dummy Dimension" and "% Target Achieved" variable on to the Chart. • Chart will reflect as below:


Right click on the chart and go to “Format Chart” option. Make the following formatting changes –• Set the Legends off• Set Title and Design Display off for the Category Axis• Set the Title Display off for the Value Axis• In the Global tab:

• General - Name the Chart as "Green" and set some Width and Height values. In my case I set it to 8 cm and 3.2 cm respectively.

• Palette - Select "Palette Green" and Set Bar Effects = "Cylinder“• In Value Axis tab:

• Scaling - Set the Maximum value to 100• Number - Set the Custom Format Pattern as ##%• In Plot Area tab, set the background colour for the chart


After all the changes, the chart should reflect as below.


• In order to show the red and orange progress bars:• Create two copies of the original graph • Name the other graph “Orange” and “Red” select Orange Palette in Chart

Formatting. • Name the other graph “Red” Select Red Palette in Chart Formatting.

• Create a flag variable that will display the correct graph for you


• Right click on each chart and set the "Hide When" Condition as flag = "Red" for Green chart and flag = "Green" for Red Chart.

• Set the same relative positions (distance from top and sides) for both the charts so that one will superimpose on another.

• Based on the values for actual and target coming from database, the Green, Orange and Red chart will toggle between themselves.


After all the changes detailed previously, the chart will reflect as below depending on where sales are according to target.

SAP BusinessObjects Chart Principles

Chart TypesChoosing The Correct Chart For Your Data

Do you understand the message you’re trying to convey with your data?

• Charts are a visual representation of data• Charts should display data in a presentable and pleasing way• Charts should help people understand data quickly• A chart should speak for itself – little explanation should be

required.

Bad Chart Design Choices

• Too much color• Colors are too bright (distracting)• 3D View does not add any value• Actuals vs. Budget can’t be compared

Chart Design Best Practices

• Charts should support the objectives of the viewers (Actuals vs. Budget)• Comparable data should be on identical scales• Good use of colors (e.g. use RED for alerts)• Design consistency (use same icons, fonts, colors, etc.)

Reve

nue

in R

mill

ions

Overview of Chart Types

Comparison: Use to view the differences between values.

For example, you could use a bar chart to compare the differences in your sales revenue between different regions.

Bar chart

Column chart


Bar Chart

Distribution: Use one of these charts to show a summarised group of data. You can also use these charts for qualitative and quantitative data.

Bar chart

Column chart

Area Chart

Line Chart


Column Chart

Relationship:Use for viewing the relationship between values. It is useful for comparing multiple measure values.

You can view the correlation of two measures, and understand the impact of the first measure on the second measure. For example, show the relationship between profitability and revenue for a range of products

Scatter plot chart


Scatter Plot Chart

Mar

gin

%

Trend: Use to show a trend in the data values. This analysis type is particularly useful for dimensions that are time based such as Year. It is useful for seeing progression of your data and possible patterns.

For example, you can use a line chart to view sales revenue trends of a product throughout a range of years

Line chart

Radar chart


Line Chart

0

10000

20000

30000

40000

50000

60000

70000

2011 2012 2013 2014 2015

Product Sales per Year

Laptops Servers

Reve

nue

Composite: Use these charts to show cumulative differences in data over time or to show the effect of a measure on values.

For example, use a pie chart to see who had the highest sales as part of a total sales value directly

Area chart

100% stacked bar or column chart

Stacked bar or column chart


Area Chart

0

50000

100000

150000

200000

250000

300000

350000

400000

January February March April May

Sales

Reve

nue

SAP BusinessObjects Report Scheduling for Microsoft Office 365

SAP BUSINESSOBJECTS REPORT SCHEDULING FOR MICROSOFT OFFICE

365

SAP BusinessObjects BI platform – any version Microsoft Office 365 Microsoft Windows Server 2008R2

Issue: • Business email accounts for Microsoft Office 365, a cloud based system.• Microsoft Office 365 requires an SMTP connection that supports TLS encryption. • SAP BusinessObjects is not enabled for TLS encryption.

Solution:• The server needs to be configured to send email over encrypted links to the cloud.

Set up an internal SMTP Service (Relay) that caters for TLS encryption on the host server. This will allow the server to schedule reports for SAP BusinessObjects, using the relay for TLS encryption. SAP BusinessObjects will send the email request to the server, which then uses TLS encryption to send the request to the Microsoft Office 365 email server.


There are three steps to configure the server in order to schedule reports:

Step 1: Add a Server Feature*Step 2: Configure Internet Information Services (IIS) 6.0 Manager*Step 3: Configure SAP BusinessObjects Adaptive Job Server *Microsoft Windows Server 2008R2

Important information required for configuration:

Email Address: [email protected] (Active with Password)Smart Host: outlook.office365Port Number: 587Encryption Method: TLS


STEP 1: Add a Server Feature• Add SMTP Server Feature. Start>Administrative Tools> Server Manager>Features>Add features> SMTP Server.


• Install and confirm SMTP feature.


STEP 2: Configure Internet Information Services (IIS) 6.0 Manager• Create SMTP Relay on server.

Start>Administrative Tools>Internet Information Services (IIS) 6.0 Manager. Select the virtual server, right click and select properties.


• General TabThe IP address should be set to ‘(All Unassigned)’.


• Access TabSelect ‘Authentication’ then the ‘Anonymous access’ tick box must be ticked.


• Access TabSelect ‘Connection’ then ‘All except the list below’ must be marked with the list blank. This allows any device inside your firewall to access this relay.


• DeliverySelect ‘Outbound security’ then ‘Basic authentication’, enter a valid Office 365 User Name and Password. Tick the ‘TLS encryption’ tick box.


• DeliverySelect ‘Outbound connections’, changed ‘TCP port:’ to 587


• DeliverySelect ‘Advanced Delivery’, enter ‘Fully-qualified domain name’ (Domain of the local server acting as the relay).Set the ‘Smart Host’ name to “outlook.office365.com” (This is the name of the MS Office 365 server). Ensure the ‘Attempt direct delivery before sending to smart host’ box is unchecked.


STEP 3: SAP BusinessObjects Adaptive Job Server • In the CMC, adjust ‘Destination’ settings on the SAP BusinessObjects Adaptive Job Server (This points to the relay created on the

server). Right click on SAP BusinessObjects Adaptive Job Server and select properties.


• Select ‘Destination’ then ‘Email’, ensure that the settings point to the server where the relay is created (Domain Name and Host), use Port: 25.


• Test by scheduling a report to an email address from the CMC successfully.


SAP BusinessObjects Visualisation ToolsRaymond Robinson

Tools, Tools, Tools…

Crystal ReportsWeb Intelligence

Lumira Desktop

Lumira Cloud/ServerExplorer

Analysis OLAP

Dashboards

BExWeb & Web App Designer

Analysis Office

EPM Add InLumira

Simplification of the BI Clients

Crystal Reports

Business Use:• Highly formatted, pixel-perfect

reporting & distribution• Industrial strength• Large volumes of data

Not ideal for:• Self-service/ad-hoc analysis

Crystal Reports

Web Intelligence

Business Use:• In-depth, ad-hoc analysis• Simple reporting• Web-enabled development

Not ideal for:• Pixel-perfect reporting

Web Intelligence

Explorer

Business Use:• Data exploration & discovery• Simple & easy!

Not ideal for:• Distribution

Explorer

Lumira

Business Use:• Data exploration & discovery• Easy to use by anyone• Large volumes of data• Dashboards & storyboards

Not ideal for:• Complex applications

Lumira

Analysis Office

Business Use:• Expose SAP BW within MS Office• Alternative to SAP BEx Analyser

Not ideal for:• Non-SAP BW data sources

Analysis Office

Dashboards

Business Use:• Enhanced decision making with

interactivity and "what if" analysis• Direct connectivity to live data

sources• Highly interactive

Not ideal for:• Large data volumes• Self-service

Dashboards

Design Studio

Business Use:• Enables Applications to be consumed

on browser / mobile• Extremely flexible• Based on industry standards (HTML5

/ JavaScript)

Not Ideal For:• May require development skills• May require JavaScript skills

Design Studio

SAP BI Mobile

Business Use:• Portable data access• Collaboration• Connectivity to SAP BOE

Not Ideal For:• Large-display dashboards• Large-volume reports

SAP BI Mobile

Insights from Mastering Analytics with SAPPaul Morgan

Mastering Analytics with SAP

Simon Carpenter, CCO, SAPAre you ready for the digital, networked, data-driven, always-on global economy?


Maritza Curry, BI Manager, WoolworthsHow do we measure the effectiveness of BI?


Jorg Steinhorst , Enterprise Architect SASPF bei BundeswehrChallenge of the BO Zoo


Ingo Hilgefort, VP Product Management at Visual BI Solutions IncBest Practices for Dashboard Design with SAP BusinessObjectsDesign Studio


Janakies Louka, Lead Data Architect, NedbankEIM In An Organisation That Does Not Only Run SAP

If You Build It, They Will Come –Debunking The MythRaymond Robinson

• Myths• Statistics• Benefits

Outline

Myth: Only 10% of Training Transfers to the Job

Training and development study (Saks & Belcourt. 2006) reported an initial transfer rate of 62%.

The 38% failure is accounted for as follows:1. Failure to properly identify or categorize the type of learning program2. Mistakes are made with the analysis or design of the learning program.

http://www.work-learning.com/georgenson.html

http://www.work-learning.com/georgenson.html

Statistics

• ROI is directly related to the speed of adoption of new systems and processes and the proficiency of users (Prosci).

• Poorly trained users require six times more support than professionally trained users (Gartner).

• Professionally trained users make 50% fewer errors and spend more time on critical tasks (SAP).

http://www.elearningcouncil.com/statistics/training-statistics/

http://www.elearningcouncil.com/statistics/training-statistics/

• Increase productivity• Training is a recruiting tool• Reduce employee turnover• Decrease need for supervision• Increase ability to employ new

technologies• Maintain employee credentials /

certifications• Help employees meet new

responsibilities• Increase job satisfaction, morale

and motivation among employees

Benefits of Training

http://www.ett-ni.org/blog/10-reasons-to-train-your-employees

http://www.ett-ni.org/blog/10-reasons-to-train-your-employees

• Time

• Cost

• Loss of Productivity / Resources

Challenges

"Education is the most powerful weapon which you can use to change the world.”Nelson Mandela

Myth: If you build it, they will come

Consider these factors:

• Will you build it correctly with best practices?

• Will you consider ALL possibilities?

• Will you use initiative or just follow someone else?

• Will you “learn on the job” or work from experience?

• Will you waste time / budget / investment?

• Will it be a rewarding or frustrating experience?

• Will you use your solution effectively?

Closing

Thank you

sap user forum 13th may 2015 - decision inc. · •welcome–tony bell, sales director • sweating...

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