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Login screen............................................................................................................................................. 3 Portal Navigation ..................................................................................................................................... 3 Directory .................................................................................................................................................. 4 Analysis .................................................................................................................................................... 5 Ribbon ................................................................................................................................................. 6 New analysis ........................................................................................................................................ 7 Open favorite ...................................................................................................................................... 8 Save as favorite ................................................................................................................................... 9 Organizing the Analysis Table................................................................................................................ 10 Define variables with the variable selection screen.......................................................................... 10 Drag and drop to insert one or more characteristics ........................................................................ 11 Drag and drop to reorder characteristics .......................................................................................... 12 Drag and drop to swap characteristics .............................................................................................. 13 Drag and drop to remove characteristics .......................................................................................... 14 Filter characteristics .......................................................................................................................... 15 Filter characteristics with the filter control................................................................................... 15 Filter characteristics with drag and drop to filter ......................................................................... 16 Sort columns...................................................................................................................................... 17 Use context menu to organize the table ........................................................................................... 17 Working with the Analysis Table ........................................................................................................... 18 Exceptions ......................................................................................................................................... 18 Create new exception ................................................................................................................... 18 Conditions ......................................................................................................................................... 22 Create new condition .................................................................................................................... 22 Zero row suppression ........................................................................................................................ 26 Settings .............................................................................................................................................. 27 Table settings ................................................................................................................................ 27 Chart settings ................................................................................................................................ 28 Data Provider settings ................................................................................................................... 29 Broadcaster ........................................................................................................................................... 30 Favorites ................................................................................................................................................ 30


Login screen

1. Entry of web address in address bar of Windows internet explorer.

2. 3.

Entry of user name. Entry of password.

3.

Broadcaster: The broadcaster offers the option to send out analysis results once or periodically. You can define the period and the recipients

4.

Favorites: In the favorites folder you can manage your favorite reports. Refer to section 'save as favorite’ for details on creating favorites.

Please note: other web browsers are not supported by SAP.

Portal Navigation

1.

Directory: The directory lists all reports that you are authorized for.

2.

Analysis: The analysis section contains the analysis tool to work with the analysis tables.

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Directory The directory shows all reports that you are authorized for. A German and an English description of the reports are given. The following report categories exist: 1. 2. 3.

Standard report: A standard report usually provides one answer for one particular question, such as accounts payable by vendor. Standard reports allow only limited report navigation. Static report: Static reports are standard reports without any report navigation. Flexible report: Flexible reports provide as many free characteristics as necessary to allow you to navigate through the report layout. Flexible reports are used to design custom reports and ad-hoc analysis (e. g. analysis to demonstrate cause and effect).

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Analysis Analysis

1.

Ribbon: The ribbon is designed in Microsoft Excel-style. It is the menu that contains key functions. Some functions are contextbound and therefore only available through the context menu.

2.

Navigation area: The navigation area shows the current state of columns and rows as well as the option to drill down and navigate with free characteristics.

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3. Analysis table: The analysis table shows the analysis result. It is the key control to work with data. The following interactions are possible: - Define variables - Drag and drop to insert one or more characteristics - Drag and drop to reorder characteristics - Drag and drop to swap characteristics - Drag and drop to remove characteristics - Filter characteristics - Sort columns - Define exceptions - Define conditions - Define zero row suppression

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Ribbon Ribbon

1. Analysis: New – Opens the analysis selection dialog. Open – Opens a saved analysis. Save – Saves the current analysis. Print – Prints the current analysis. Export – Exports the current analysis to Microsoft Excel. Send – Sends the current analysis by Email using the broadcaster. 2. Navigation: Back – Back one Navigation step. Please note: It is important not to use the back-button of Windows internet explorer. Start – Back to Start. Variable – Opens the variable selection screen. 3. Data: Filter – Opens the filter dialog. Remove – Removes the set filter. 4. Format: Exceptions – Overview of exceptions that are defined and active. Conditions – Overview of conditions that are defined and active. New Exception – Opens the exception wizard. New Condition – Opens the condition wizard. 5. Number: Factor 1,000 – Each key figure is divided by 1,000. No decimals – Key figures are presented without decimals. Two decimals – Key figures are presented with two decimals.

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Custom format – Opens the properties of data dialog. Reset – The chosen formats can be reset. 6. View: Table – Analysis is shown as table. Settings for the table can be defined in settings, icon on the right. Chart – Analysis is shown as chart. Settings for the chart can be defined in settings, icon on the right. Table and Chart – Analysis is shown as table and as chart. Swap Axes – Axes of the analysis table or chart can be swapped. Zero row suppression – Opens the zero row wizard. 7. Currency conversion: Euro – Key figures are converted to Euro. Dollar – Key figures are converted to US Dollar. Pound – Key figures are converted to British Pound. Reset – Currency conversion is reset. The exchange rate gets updated with the last extraction cycle. 8. Links: Help – Access to manual. Settings – All settings for table, chart, exceptions, conditions and data provider are displayed. Please note: Most of these functions are also available in the context menu.

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New analysis The ‘new analysis dialog’ is the entry point to create new analysis from scratch.

1.

2.

Type: You can select between query or InfoProvider. The default selection is query. A query is a standard, static or flexible report. It usually provides a user-friendly variable selection screen to filter characteristics. It contains a report layout and pre-defined free characteristics, which you can use for drill downs. This function is currently not provided for InfoProvider by Sesam.

3.

Properties: properties.

4.

Areas: Search – System-wide search for reports. History – List of recently selected reports. Favorites – List of your favorite reports. Roles – List of reports structured by roles. InfoArea – List of reports structured by InfoAreas.

Definition of report: Choose between description of analysis or technical name.

5.

Selection of report: Click to select report.

6.

Ok: Confirm to open selected report.

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Toggle

to

display/hide

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Open favorite The ‘open favorite dialog’ allows you to open favorites that you have previously saved.

1. 2. 3.

Favorites: List of your favorite reports. Reports: Select report/favorite. Ok: Confirm to open selected report.

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Save as favorite The ‘save as dialog’ allows you to save the current state of the analysis into your personal folder favorites. As a result you can later use the current state of an analysis as the entry point for further analysis in future terms (open favorite).

1.

2.

Save Variable Values: This option allows you to save the selected variables. If not checked, the ‘system default values’ for variables are used when you open your favorite report.

3.

Reports: Select item to overwrite or name your favorite in description.

4.

Description: Provide description for favorite.

Favorites: List of your favorites. Use this area to save your personal favorites.

5.

Ok: Confirm to save favorite.

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Organizing the Analysis Table Define variables with the variable selection screen Defining the variables with the variable selection screen is the first step for each report. Here you define the variables values that are relevant for your analysis request. The variable selection screen opens automatically when you have chosen to open a report. When you have already started your analysis but it is necessary to change the variables, you can enter the variable selection screen with the help of the ribbon.

1.

Available Variants: When using the drop-down menu, you receive a list of all variants that you previously saved.

2.

Save/save as: You can save and name a specific variable selection. In practice it is well-established to save several variants.

3.

Obligatory variables The variables that are marked with a star are obligatory.

4.

Dialog to select values: To select a value for a variable you open a dialog to define the values (see on the right). Some variables show a default value. You can choose one or more values or a value range.

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Drag and drop to insert one or more characteristics One or more columns can be dragged and dropped to alter the drill down.

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Drag and drop to reorder characteristics Columns can be dragged and dropped to reorder the analysis table.

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Drag and drop to swap characteristics Columns can be dragged and dropped to alter the drill down.

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Drag and drop to remove characteristics Columns can be dragged and dropped to be removed from the analysis table.

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Filter characteristics There are two ways to filter characteristics. You can use the filter control in the ribbon or the context menu or you can use the drag and drop function (see below).

Filter characteristics with the filter control The filter control offers the option to filter one or more values or a value range for used characteristics. In this way you can filter particular countries, regions, customers, vendors, etc. Please note: The filter dialog can be opened by the ribbon or the context menu.

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1.

Open: Open filter dialog.

2.

Filter dialog: Every characteristic of the analysis table is shown in alphabetic order. When using the respective drop-down menu of the desired key figure the ‘select value dialog’ opens.

3.

Set filter: Filter can be set according to one or more single values or value ranges, see dropdown menu.

4.

Remove: The set filter can be removed.

Filter characteristics with drag and drop to filter Columns can be filtered by dragging the desired characteristic into the headline.

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Sort columns Columns can be sorted by characteristic or key figure either by using the key or the text in ascending or descending order by pressing the arrow that is placed on the right edge of the headline:

Use context menu to organize the table The contect menu opens on right mouse click.

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Working with the Analysis Table Please note: It is important not to use the back-button of Windows internet explorer.

Exceptions The exceptions function allows you to highlight values in the analysis result. For example, you can highlight areas with high or exceptionally high revenues. This dialog shows the defined exceptions.

The ‘toggle state’ button is used to enable or disable exceptions. With the ‘details’ button the exception wizard is opened and the selected exception can be modified.

Create new exception 1. Set exception type In this step you define the type of exception. Among other things, the type affects the visualization of the exceptions. You can analyze a status or a trend.

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2. Set threshold value In this step you define key figures so that the exception is evaluated by using the corresponding values.

1.

The exception for all structure elements/key figures or for specific elements/key figures is defined.

2.

The timing of the exception evaluation is either before or after any local calculation.

3.

It is possible to define nine alert levels: 3x good alert, 3x critical alert, 3x defective alert.

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4.

The following operators can be chosen: = Equal To <> Not Equal To > Greater Than >= Greater Than or Equal To < Less Than <= Less Than or Equal To [] Between ][ Not Between

5.

The threshold value is defined.

6.

34 different conditions can be applied at the same time. If multiple alert levels are valid for one element/key figure, the highest alert level is used.

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3. Set target In this step you can define the cells in which the exception is displayed. You can specify whether the exception is displayed for another key figure or displayed on the relevant detailed characteristic.

1.

The exception is shown in the data cell itself.

2.

The exception is shown in the headline of the row and/or the headline of the column.

4. Set visualization In this step you define the visualization properties of the exception for the table. This setting is applied to all exceptions.

1.

Exceptions are displayed as background color, symbol and/or value.

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5. Set characteristic restriction In this step you define the characteristic restrictions of the exception. You can specify which cells are to be used to analyze the exception.

1.

This step has several options (in the drop-down boxes) for the characteristic restriction: - Standard (only results) - All Values - Everything except results - A fixed value (specify the value that will be used in the exception) - A fixed hierarchy level (specify the level that will be used in the exception)

1.

The exception is active if you check here.

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2.

A description can be defined. The default description is ‘status exception’.

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Conditions The condition function allows you to restrict the analysis result. For example you can display top 10 customers or sales with more than TEUR 50. This dialog shows the defined conditions.

The ‘toggle state’ button is used to enable or disable conditions. With the ‘details’ button the condition wizard is opened for the selected condition and the condition can be modified.

Create new condition 1. Set condition type In this step, you define the type of condition. This type is used to set a default characteristic assignment. The condition options are ‘ranked list criterion’, ‘threshold value condition’ or ‘mixed condition’.

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2. Set condition parameter In this step, you define the parameters. Multiple condition rows can be part of a condition. The individual condition rows are linked with a logical ‘or’. In this way, top 3 and bottom 3 products can be shown simultaneously, for example.

The following operators are available: 1.

Ranked list criterion: - Top N - Top % - Top total - Bottom N - Bottom % - Bottom total The ‘value’ field requires a set of values for each operator. E.g. operator top %, value 20, the result will be the top 20%.

2.

The ‘value’ field requires a set of values for each operator. E.g. you can analyze the data sales volume per product between 100,000 and 300,000. 3.

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Threshold value condition: = Equal To <> Not Equal To > Greater Than >= Greater Than or Equal To < Less Than <= Less Than or Equal To [] Between ][ Not Between

Mixed condition: Operators available include all the operators for both of the other options. The value field requires a set of values for each option. E.g. the top 10 customers as well as all customers with a profit margin > 5% can be analyzed.

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3. Set characteristic assignment In this step, you can set a default deviating characteristic assignment.

1.

All characteristics in drill down independent: This option is optimized for range list conditions, but can be used for threshold values with relative values. When ‘ranked list criterion’ is chosen, this is the default setting.

2.

Detailed characteristic along the rows or columns: This option is optimized for threshold conditions. The characteristic is applied to the most detailed characteristic of the specified axis. When ‘threshold value condition’ is chosen, this is the default setting.

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3.

Individual characteristics and characteristic combinations: This option is used to select any characteristic or characteristic combination.

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4. Set properties In this step, you set the properties of the condition.

1.

The condition is active if you check here.

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2.

A description can be defined. The default description is either ‘ranked list criterion’, ‘threshold value condition’ or ‘mixed condition’.

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Zero row suppression

1.

Do not suppress: This is the standard setting. Each data row is shown.

2.

Remove row when totals = 0: If the total of the row is zero, the row is not shown.

3.

Remove row when all values = 0: If all values of the row are zero, the row is not shown.

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Settings In this section you can define the settings for table, chart, exceptions (see define exceptions), conditions (see define conditions) and data provider. The initial format of the report can be adjusted.

Table settings

1.

2.

Layout: Alternative table row styles – If checked rows have alternating white/blue background colors. If not checked, the background is white. The default background colors are white/blue. Cell specific setting: Exception Visualization – Exceptions can be shown in color, symbol, symbol and text, and text and symbol (see drop-down menu). The default setting is color.

3.

Data-Specific Settings: Display Repeated texts – If checked, the display of repeated texts - if needed in the report - is given. Display scaling factors – If checked, the display of the scaling factor for the key figure is given.

Document icons for data, metadata and masterdata – The respective box is checked to display the document icon for data, metadata, and/or masterdata.

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Chart settings

1.

Chart setting: Chart type – App. 30 chart types are available: columns, pie, stacked lines and bar charts (most of the chart types can typically be found in Microsoft Excel). The default option is columns.

2.

Legend type – The legend type can be none, data-table, chart legend position or legend only. The default option is chart legend position. Chart legend position – The options are north, east, south, west, north-east, north-west, south-east, south-west. The default option is south.

Chart texts: Manual axis description – This option is used to assign the text manually for the primary category and value axes as well as the secondary category and value axes. Manual axis label – This option is used to assign the label for the primary category and value axes as well as the secondary category and value axes.

3.

Data-specific settings: Swaps display axes – If checked, x-axis and y-axis are swapped. Display result – If checked, the results for each column are displayed. Show expanded hierarchy nodes – If a hierarchy is used, this option manages the display of the levels of the hierarchy nodes.

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Data Provider settings

1.

2.

Data formatting: Result position – The results display options are: bottom/right, top/left, bottom/left, top/left. The default option is bottom/right. Display columns hierarchically and drill down to – This option offers the ability to show the data at the column level of the initial drill down for display. Display rows hierarchically and drill down to – This option offers the ability to show the data at the row level of the initial drill down for display. Size restriction for result sets: Maximum no. of cells for result set – Set the total number of cells available. The options are 100,000; 500,000, or a customer-defined number. For performance reasons do not exceed 750,000. The default option is 500,000 cells.

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3.

Number format: Display of +/– signs – Displays the format of the numbers as -5, 5-, or (5). The default option is -5. Display of zeros – Displays zeros with currency/unit, without currency/ unit, as empty cells, or as a custom string.

4.

Zero suppression: Apply suppression to columns, Apply suppression to rows – The display of zeros to the columns and rows (the view with zeros or without) is defined. The default option is “Do not suppress”. “Key Figures” as group: Apply zero suppression only if all elements are 0 – Determines whether zero suppression is applied for key figures within a structure.

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Broadcaster Information about the Broadcaster will follow.

Favorites The 'favorites’ folder offers a way to bookmark and structure your reports. Favorites can be opened and saved through the analysis ribbon.

The folder has the following layout:

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Favorites can be organized through the context menu:

The context menu allows to: rename a favorite - copy and cut the favorite - delete the favorite

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Profile for Sesam - Business Intelligence as a Service

Sesam product manual - English  

Sesam product manual - English  

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