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SAP BusinessObjects Tips and Tricks

SAP BusinessObjects Tips and Tricks. Michael Welter PS Consultant Claraview. Who am I?. Michael Welter: PS Consultant Company: Claraview, a division of Teradata Joined Claraview in March, 2011 Prior to that I worked for Westbay Solutions Group/Idhasoft for 8 ½ years

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SAP BusinessObjects Tips and Tricks

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  1. SAP BusinessObjectsTips and Tricks Michael Welter PS Consultant Claraview

  2. Who am I? • Michael Welter: PS Consultant • Company: Claraview, a division of Teradata • Joined Claraview in March, 2011 • Prior to that I worked for Westbay Solutions Group/Idhasoft for 8 ½ years • Over 11 years experience with BusinessObjects • BusinessObjects Certified Professional • BusinessObjects Enterprise • Web Intelligence Can I help with your BO issues?

  3. Agenda • Universe Date Prompt: Default to Yesterday • Web Intelligence Merge Dimension Tips • Query Performance Tuning • Query Stripping • Schedule Purging • Index Awareness • Pushing Transformations • Security Tips But first . . .

  4. Universe Date Prompt: Default to Yesterday • This problem has plagued humanity since the beginning of time (Or at least the beginning of BusinessObjects) • I need to create date prompt in the universe, and I need it to default to today. • I’ve seen some convoluted solutions, but haven’t been impressed. • Of course, universe prompts are based around the @prompt function, so let’s review the syntax.

  5. Universe Date Prompt: Default to Yesterday @Prompt(‘message’,'type’,[lov],Mono|Multi, free|constrained|primary_key,persistent|not_persistent,[default_values]) • Message: The text of the prompt • Type: A (Alphanumeric), D (Date), N (Numeric) • LOV: List of Values (Hard coded, or from an object) • Mono|Multi: Allow 1 value, or multiple • Free|Constrained|Primary_Key: Enter a value, or select only from the LOV. Optional: Use Index Awareness • Persistent|Not_persistent: Keep last value selected • Default_Values: Enter a default value

  6. Universe Date Prompt: Default to Yesterday Example @Prompt('Enter start date','D',,mono,free,not_persistent) In this example, the user may type in a date, or select a date from the calendar.

  7. Universe Date Prompt: Default to Yesterday • Final Solution, based on DB2 database: CALENDAR_TABLE.CAL_DATE = (CASE WHEN @Prompt(‘Enter date or Today’,'A’,,mono,free,not_persistent,{‘Today’})=’Today’ THEN CURRENT_DATE ELSE @Prompt(‘Enter date or Today’,'A’,,mono,free,not_persistent,{‘Today’}) END) • For Oracle, replace CURRENT_DATE with TRUNC(SYSDATE) • For SQL Server, replace CURRENT_DATE with GetDate()

  8. Web Intelligence Merge Dimension Tips • Merging Dimensions continues to be the topic of much trouble, based on topics I see on BOB. • Tip 1: Adding “Incompatible” dimensions to the block • Convert Dimension to a Detail using a variable • Formula: =[Dimension] • Detail must be a detail of a Merged dimension • Detail object can be added to the block • Tip 2: Auto-Merge dimensions only works within a universe • Only between the same object used in multiple queries • Not based on object name

  9. Web Intelligence Merge Dimension Tips • Tip 3: Values displayed depend on which object is used • Query 1 object displays values from Query 1 • Query 2 object displays values from Query 2 • Merged dimension displays all values from all queries • Tip 4: “Extend merged dimension values” has a similar effect of using the merged dimension.

  10. Web Intelligence Merge Dimension Tips Rules of Merging Dimensions: • Only dimensions defined in the universe can be merged • Objects must have the same datatype • Any number of queries can be merged • Any number of dimensions can be merged • Values are cases sensitive • Values that do not match exactly will be seen as different values

  11. Query Performance Tuning Query Stripping • As reports get reused, they become cluttered with unused objects and queries • This can cause extra work by the database • Which can cause the refresh to take longer • Most important items to remove: • Unused queries • Unused measures Why?

  12. Query Performance Tuning Query Stripping • The good news: XI 3.1 SP3 has automatic query stripping • When enabled, it automatically removed objects and queries from the SQL that don’t contribute to the report • The bad news: Automatic query stripping only works with OLAP data sources • The good news: BI 4.0 will have automatic query stripping for all data sources • Until then . . . Do it manually. 

  13. Query Performance Tuning Schedule Purging • This should seem obvious but . . . • Remove scheduled jobs that are no longer needed • They are running queries unnecessarily • Use Auditor to capture usage stats • Also, take a look at Publications Please don’t burden the database with extra queries.

  14. Query Performance Tuning Index Awareness • Can be used to speed up query performance • Leverages indexed columns in a database • Can remove joins from the query • Can remove tables from the query • How does it work?

  15. Query Performance Tuning Index Awareness • Without Index Awareness: • With Index Awareness:

  16. Query Performance Tuning Index Awareness • When to use Index Awareness: • OLTP based universes • Snowflake schemas • Use with objects that have LOVs Note: If users don’t select from the LOV, the index will not be used!

  17. Query Performance Tuning Pushing Transformations • Do your universes have complex SQL Transformations? • Example: 'FY' || substr(trim(( FISCAL_CALENDAR.FISCAL_YEAR*100+FISCAL_CALENDAR.FISCAL_QUARTER)),3,2) || 'Q' || substr(trim(( FISCAL_CALENDAR.FISCAL_YEAR*100+FISCAL_CALENDAR.FISCAL_QUARTER • Can this transformation be pushed down to the ETL process? • In a recent test, removing this from the query reduced query time by 14% (Your mileage may vary)

  18. Security Tips • SAP BusinessObjects XI 3.x uses an Object Oriented Security Model • Everything is an object to which rights can be granted • Universes • Folders • Documents • Users • Groups • Servers • Try not to get confused by this: In the CMC, the User Security screen of a user’s profile has nothing to do with that user’s rights.

  19. Security Tips Starting at the root: • How do you deny access by default without creating too much work? • Go into User Security for the root folder (All Folders) • Go into Advanced Settings • Set the View Objects right as follows:

  20. Security Tips Beware of Everyone! • Remember: Everyone is a member of the Everyone group • Any rights you grant, or deny, to the Everyone group, applies to you, too • As a rule, the Everyone group should have access to nothing • This means using Not Specified • Never use Denied

  21. Security Tips Dual-ing with Security • Use a Dual Security Model • Avoids duplicating security settings • Content Groups: Have rights to folders • Determines what access each group has to each folder • Tends to mirror organizational structure • Application Groups: Have rights to Applications • Determines which applications members can use • And what they can do in those applications

  22. Security Tips Back Away From The Users • Never set security for an individual user! • Set security only for groups, then add members to the groups • Never set security for an individual user! • Even if one user has special security needs, create a group for that one user • This applies to documents, too!

  23. Questions? 24 • Michael WelterPS ConsultantMichael.Welter@Claraview.comBlog: MichaelWelter.Wordpress.comFollow me on Twitter: @UniversePro • Claraview • Business Intelligence • Various Platforms

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