Configuration of the BI patterns in the web application designer SAP BI

One of the main points to using this approach to building Web-based reports is that BI patterns are user-friendly BEx Web applications that do not require users to have specific BI knowledge. As mentioned, the BEx Web Analyzer toolset can be as complex or as simple to configure as you would want. The Pattern Wizard is the component that will be on the easy side. The All Patterns and Web Templates tab offers two types of templates. The Information Consumer Pattern is a template for BEx Web applications and can be used in different variations. In general, this pattern includes either a table (Analysis Web item) or a graphic (Chart Web item) in which the data is displayed. The pattern can also include an application toolbar that, depending on the variation of the pattern, includes various pushbuttons and functions. The other option is the Small Web Template, which is a very different component that is driven by the number of data providers (DPs) you will be using, as described in the following sections.

The easiest of the two types to set up is the Small Web Template since it literally steps you through the configuration, providing a very fast and efficient way to set up Web templates. You might not be prepared to configure the Char Web or Analysis Web items, but in either case you can accept the default view and work through the rest of the template. Once you are more comfortable with these web objects you can come back and make any adjustments required.

The following sections describe the first three Small Web Template options on the All Patterns and Web Templates tab, after which the Information Consumer Pattern is discussed in more detail. First, to refresh your memory of what the query looks like, the following illustration shows the display via the Query Designer of the query definition that we will be working.

Configuration of the BI patterns in the web application designer

As you can see, the rows are made up of Country and Sold-to Party and the columns are Incoming Orders and Order Entry Quantity. Remember these positions since we will see them quite a bit in this chapter and understanding formatting of each of the queries you are using will help in the development of the different Web items such as the different charts and graphs.

1.Small Web Template with Analysis Web Item and 1 DP
To begin setting up the Small Web Template with Analysis Web Item and 1 DP (IP_1IT_ANALYSIS_1DP), select it in the list and then click OK at the bottom of the dialog box.Below figure shows the list of all of the available templates for the BI Patterns with Pattern Wizard.

Options for BI Patterns using the Pattern Wizard

Options for BI Patterns using the Pattern Wizard

Step 1 of 2 of the wizard is shown in the following illustration. Only a few options are available.

Step 1 of 2 of the wizard

Options for Step 1: Title, Web Template Properties, and Data Provider Settings

Options for Step 1: Title, Web Template Properties, and Data Provider Settings

After you complete Step 1, click Next. Step 2, shown next, enables you to set up the analysis item settings. The options are listed and described.

Options for Step 1: Title, Web Template Properties, and Data Provider Settings

If you decide to create your own analysis template, the second option, then you will have some work to do in terms of setting the appropriate parameters for a good and consistent dashboard. We will cover all of these items in the next chapter "Basics of the Web Application Designer"

After you finish this two-step wizard, you can execute this Web Application and see the results, a very basic tabular report, shown next. As you can see, this is not as robust as other dashboards or reports, but it was easy to set up and, with a few adjustments, could be a reasonable graphic of the report data.

Options for Step 2: Analysis Items

Options for Step 2: Analysis Items

Customer sales with web template

This Web template could be used for a standard view of the data for Country and Sold-to Party or incorporated into another query or report template. Thefunctionality behind the analysis grid and the chart (discussed in the next section) is very much like that of an Excel component.

2.Small Web Template with Chart Web Item and 1 DP
This option allows you to create a nice Web query with the use of the Chart Web item rather than the Analysis Web item. As its name states, this BI pattern has only the Chart Web item assigned and one data provider. Start by choosing the correct BI pattern—Small Web Template with Chart Web Item and 1 DP. Please refer to figure for this initial screen. Like the template presented in the preceding section, this template has only two steps to complete. In fact, the first step has the same options as the previous template, as shown in the following illustration. The Title Settings and General Template Settings work the same in this template as they do in the previous template, as described.

Small Web Template with Chart Web Item and 1 DP

The following illustration shows some of the options that are available if we use the General Template Settings functionality. To access this dialog box, click the button to the right of the blank Template Properties field.

Small Web Template with Chart Web Item and 1 DP

These parameters allow you to set multiple different flags on this template and allow you to configure additional functionality, such as displaying the variables, system messages, and so forth, to be available on this template. So basically, you can choose an easy configuration—just do the basics—or go directly to a more customized display of data by choosing to complete additional parameters. As this illustration shows, the settings available here are no different from those available if you go directly into the Web item for a report and customize using that approach instead of using the BI Patterns component.

Step 2 of this template is shown in the following illustration.

Step 2 of this template is shown in the following illustration.

You have only one option: use a template that is already available (Use Reusable Web Item as Chart Item) or create another template from scratch (Define New Chart Item). If we were to choose the first option and click the button to the right of the field, a dialog box would open with Web templates that are already set up. Let’s go to the latter option and see what parameters are available to enhance the standard chart. Choose the Define New Chart Item option and click the button to the right of the field to open the Edit Web Item dialog box, shown in the following illustration.

Edit Web Item dialog box

All the options are set based on default parameters set by BI for this standard Web template. We can adjust any that we need to for the sake of user flexibility and user-friendly displays. I’ve changed both the Width and Height in Pixels settings to 600 so that we have a bigger chart. Most of these settings are described in Chapter 3, so for now I’ll accept most of the standard settings and move forward. One of the more important settings in this dialog box is the assignment of the data provider, shown at the top of the dialog box in the following illustration. So, we have two locations where we can set the data provider: in the Data Provider field of Step 1 or in Step 2 by accessing the Edit Web Item dialog box via the Define New Chart Item Button. A third option is to go directly into the Web item and set the data provider.

Edit Web Item dialog box

The results of these minor changes and adjustments are shown in the following illustration. So, within about 10 to 15 minutes, your business users can have something to review and base suggestions on. This is a decent-looking chart, though far from the best look and feel that we can achieve. The heading is well displayed, the graphics are direct and easy to read, and the use of different colors enables the business user to identify specific regions quickly and easily.

Division sales incoming orders and order quantity

3.Small Web Template with Chart, Analysis Web Item and 1 DP
Let’s expand on this process with one more example, the Small Web Template with Chart, Analysis Web Item and 1 DP. This will create, as the title suggests, a Web template with a Chart Web item and an Analysis Web item. This is getting pretty close to approximating the normal formatted Web report, and it could very easily turn into one of the queries that use the standard 0ANALYSIS_PATTERN templates, but the nice thing about this is that you have the choice to either work your way into that format or use this as a basic chart with analysis table for display purposes only.

Click OK to start setting up the configuration of this Small Web Template. As you would expect, the information and settings used for this template are a combination of those used in the two templates previewed in the previous two sections, so our focus here will be the other options in the chart and analysis creation. The one component that is different is Step1 of this process, shown in the following illustration.

Small Web Template with Chart, Analysis Web Item and 1 DP

In this step, you decide how to position the chart and analysis table relative to each other on the Web screen. The four different options are clear and very easy to validate once the report is complete. In this case, we will just stay with the default of Analysis Item Left and move on to the next step.

Step 2 offers the same parameters offered in Step 1 in the previous two Small Web Templates: Title Settings, General Template Settings, and Data Provider Settings. Refer to the discussion of Step 1 in the previous sections for details.

Step 3 in this process is the same as Step 2 of the first Small Web Template (IP_1IT_ANALYSIS_1DP) covered in this chapter, in which you choose the Analysis Item Settings. Choosing Define New Analysis Item and clicking the button to the right of the field opens the Edit Web Item dialog box. The following illustration displays the Edit Web Item dialog box options available to format the analysis (table) information. Again, the defaults are fine for purposes of our discussion, and you can tweak the settings at a later time.

Small Web Template with Chart, Analysis Web Item and 1 DP

Step 4 in this process is the same as Step 2 of the second Small Web Template (IP_1IT_CHART_1DP) covered in this chapter, in which you choose the Chart Item Settings. By choosing Define New Chart Item and clicking the button to the right of the field, the Edit Web Item dialog box opens. The following illustration displays some of the parameters that you can adjust for this component. Again, leave everything at the default setting—probably not ideal but definitely useable.

Small Web Template with Chart, Analysis Web Item and 1 DP

The final process is to review the end result, shown next, and then go back through the different steps and change the default settings. To go back and make any changes to the Web items that you have developed, all you need to do is access them from the main screen and double-click on them. This will open the Web template up and allow access to each of the different Web items. Make any changes you need to from there and you can then re-execute the Web report to review the newer version. This would be the point where you can add additional Web items to your template and expand on the BI Pattern template, if needed.

Small Web Template with Chart, Analysis Web Item and 1 DP

As you can see, this probably isn’t quite what you want to distribute to the business users, but if you are in a hurry and need something as soon as possible, this may do the trick for your situation.

The last two templates in the list, the Small Web Template with Chart, Analysis Web Item and 2 DPs and the Web Template with Three Web Template Web Items are expansions of the Web Templates that we just discussed. Rather than only one DP (data provider) you have two or three that are allowed. The overall configuration and formatting that is available in these last two templates is very similar to what you would see in the others that we have discussed.

4.Information Consumer Pattern
Now that I’ve shown you how easy it is to get up and running quickly with the Pattern Wizard, we will look at the Information Consumer Pattern. Although this is the first option under BI Patterns with Pattern Wizard, it should be the last one that you try because it is the most involved. for the initial screen with the Information Consumer Pattern option.

The Information Consumer Pattern template offers you the choice to increase the functionality and format of each of the Web queries twofold over the Small Web Templates previously discussed. This template is a series of steps that walks you through the entire WAD 0ANALYSIS_PATTERN template, enabling you to turn off or leave on any of the numerous parameters for the query. Step 1, illustrated next, shows immediately that this is very different from the other template wizards.

Information Consumer Pattern

In Step 1, you have several choices:

  • Hide Toolbar This requires no explanation.
  • One-Row Toolbar If you choose this option, all toolbar buttons will appear in one row on your report. As you can see, in this case as in all of the others, you can hide any of the buttons that have a corresponding Visible check box by clearing the check mark. You will also notice that these Visible boxes are all checked as a default and you will need to manually uncheck them.
  • Two-Rows Toolbar As the illustration shows, this will generate a toolbar with two rows rather than one row and offers two additional buttons, Export to Excel and Personalize. You put a check in the corresponding Visible check box for those components that you want to show in the toolbar.

lists and describes the different items available for the toolbar

lists and describes the different items available for the toolbar

Component Buttons on the Consumer Information Pattern Template

Step 2 of the process enables you to choose the settings for the Display dropdown box, as shown next. The options are Show Drop Down Box, which allows the user to see the different data providers that are available to pick from; Sort Alphabetical, which generates a list in alphabetical order; and Keep Filter Values, which allows the data provider (normally a query) to keep any filters that have been defaulted into the definition.

Component Buttons on the Consumer Information Pattern Template

You can also assign the data provider for the dropdown box in Step 2, as shown in the following illustration. The assignment of the information to the next two fields—Resuable Web Items and Description—is a bit tricky. Make sure that you don’t leave anything with the filler NULL in the screen or this will generate an error that comments about the fact that there is/are some items that are not compatible. Also in Step 2, you can enhance the analysis by choosing a reusable Web item. Notice that in this template the option to start developing the Analysis item from scratch is not available; you can only use a currently available Web template. Since you have to initially create a Web template that can be used in this field it increases the time it takes to get a completed Web template into the business user’s hands.

Component Buttons on the Consumer Information Pattern Template

Moving on to Step 3 in this process, shown next, you begin to get into the details of setting up the initial frontend for the business users. In this case, we are assigning characteristics to be available as filter characteristics in report execution. Any characteristics that are identified here will show up under the Filter setting in your Web report. Again, just remember not to allow the filler NULL to appear in any fields.

Component Buttons on the Consumer Information Pattern Template

Step 4, shown next, reveals additional parameters for this report, including variable screen display; RRI; title information, which can be either manually entered or obtained from a directory of saved title information; size settings for the Web item; and the other Web templates that you can use for footer or header information.

Component Buttons on the Consumer Information Pattern Template

After this final setting, click Finish, and you are ready to review the results, shown in the following illustration. Remember, we didn’t do anything to this query but to step through four screens in the WAD to develop this report. Something very important to observe is the Display dropdown field. This is the InfoProvider (specifically a query) that we set in Step 3 in the Consumer Information Pattern template. The great thing about this report is that we could develop a series of queries and then use this template to line them up in the dropdown list. That way, the user will not have to right-click, go back to the start of the report, or do anything else other than to use the dropdown list to page through all the reports assigned to this Web template.

Component Buttons on the Consumer Information Pattern Template

We worked though this Web template in about 15 minutes, so some of the text information is a bit rough around the edges. Going back and cleaning this up would be on your project tasks list. Recall that we assigned some characteristics to the report; if you click the Filter hyperlink, you will see that these characteristics are now available in the FILTER portion of the report. The following illustration displays this configuration; here you can see that the Country, Material, and Sold-To Party are available for filtering by clicking on the Filter hyperlink.

Component Buttons on the Consumer Information Pattern Template

Once you master the use of these templates, you can create sections of a total Web report by using these easy-to-use and -set-up templates, and then incorporate them into a larger Web template for a complete report.


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