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A-Z of SAP BI
Implementation for SD
       Module
A need for a better tomorrow..!
 Agenda




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Agenda

1. SAP Project Plan
2. SAP Server Basic settings
3. Prepare your self for the Functional module
4. Arranging workshop for understanding requirements
5. How to map the requirements – Functional Specs
6. How to design the objects- Technical specs
7. Configure SAP ECC settings
8. SAP BI Content installation and designing the objects




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 1. Understand Project Plan




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Understand Project Plan- Phases




                                                                                                                            Step 1: Make Project Plan
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Project Phases




                                                                                                                            Step 1: Make Project Plan
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 2. Make your server Ready for
                                the Configurations- Basic
                                Settings




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1.Global Settings (in BI System- Source System Specific)




                                                                                                                              Step 2: Make Basic Settings
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2. Maintain Permitted Characters




                                                                                                                              Step 2: Make Basic Settings
      ' !"%&''()*+,-./:;<=>?_0123456789ABCDEFGHIJKLMNOPQRSTUVWXYZ'
             The job “RSKC_ALLOWED_CHAR_MAINTAIN” will execute in background to update
              this character.


         This can be achieved by one of the following ways
             a) T-code : RSKC
             b) T-code :SPRO
                SAP Customizing Implementation Guide -> SAP NetWeaver -> Business
                    Intelligence -> General BI Settings -> Maintain permitted extra characters
             c) Program: RSKC_ALLOWED_CHAR_MAINTAIN (execute in se38).




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3 .Set Material Number Format




                                                                                                                              Step 2: Make Basic Settings
   The permitted values range from 1 to
    18. Maintain the same value, as it is
    maintained in the ECC system.
   The entry will be maintained in the
    table: TMCNV
   This can be achieved by one of the
    following ways
   a) T-Code: OMSL
   b) T-Code: SPRO


   SAP Customizing Implementation
    Guide -> SAP NetWeaver -> Business
    Intelligence -> General BI Settings ->
    Set Material Number Display




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4,Settings for Wait time until traffic light status is changed in the monitor




                                                                                                                               Step 2: Make Basic Settings
    As long as a load request is not complete, the traffic light in
     the monitor remains yellow. If the time frame for the IDoc last
     entered for this request is longer than the maximum wait time,
     the traffic light is set to red in the Monitor.
    The settings for Wait Time can be changed from the monitor
     screen of the InfoPackage.




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5.BW Monitor Wait Time




                                                                                                                              Step 2: Make Basic Settings
      Also, the above setting can be maintained in one of the following ways
         a) T-Code: RSCUSTV2
         b) T-Code: SPRO
         SAP Customizing Implementation Guide -> SAP NetWeaver -> Business Intelligence -> Automated
            Processes -> Extraction Monitor Settings -> Set Traffic Light Waiting Time
      The maximum wait time is specified according to the data element TIMESTAMP.
      The complete time display could be shown as follows:
         19980219091505: Date and time are displayed together
         70000: this is an abbreviated display that only shows hours (Seven hours wait time)




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6. Set Traffic Light Color




                                                                                                                             Step 2: Make Basic Settings
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7. Assignment of Source System to Source System                                                 ID




                                                                                                                              Step 2: Make Basic Settings
   Error:For example: 0SOURSYSTEM is an attribute of 0COMP_CODE. If you try to load the attributes of
    0COMP_CODE without maintain the Assignment of source system ids, the load will result in an error as
    shown below




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9. Transport Settings in BW




                                                                                                                             Step 2: Make Basic Settings
            SAP Customizing Implementation Guide -> SAP NetWeaver -> Business Intelligence -> Transport Settings
             -> Change source system name after transport
                  The entries will be maintained in table view: V_RSLOGSYSMAP
                  The setting can be done by
                  a) T-Code: RSLGMP
                  b) T-Code: SPRO




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 2. Make sure you understand the
                                basic terminology of module




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Step 2: Prepare your self for module
                                           SD                                  FI
                                         Sales &                           Financial
                                       Distribution                       Accounting
                                  MM                                                   CO
                               Materials                                            Controlling
                                Mgmt.
                         PP                                                                       AM
                                                      R/3
                     Production                                                            Fixed Assets
                      Planning                                                                Mgmt.
               SM                                                                                         EC
             Service                                                                                   Enterprise
             Manage-                                                                                   Controlling
              ment      QM               Integrated Solution                                      PS
                      Quality
                    Management              Client / Server                                   Project
                                                                                              System
                                 PM                                                    WF
                          Plant Maintenance Open Systems                            Workflow
                                           HR                                  IS
                                        Human                              Industry
                                       Resources                           Solutions




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SALES CYCLE

                                                          INQUIRY                            CONTRACTS
            SCHEDULING
            AGREEMNETS                                 QUOTATION


                                                          ORDER


                                                   DELIVERY                           PGI


                                                         BILLLING


                                                  REL TO ACCOUNTS




                                                                              INVENTORY ACCOUNTS



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Sales Process




                                                                                                                          Step 2: Prepare your self for module
    Customer Order                                    Picking                              Goods Issue




  Final Payment                           Accounts Receivable                                       Billing
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SAP Process steps




                                                                                                                          Step 3: Prepare your self for module
                                                                     Sales
  Sales                           Quotation
                                                                     Order



                                  Delivery                                                             Post Goods
 Shipping                         Note
                                                                    Picking
                                                                                                       Issue


  Billing                         Billing



                                  Post
    FI                            Incoming
   A/R                            Payment


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Sales & Distribution Components




                                                                                                                           Step 3: Prepare your self for module
               Sales Support                                                  Billing
                                                                                                          Sales
 Master                                                                                                   Info
                                                Shipping
  Data                                                                                                   System
                                                                           Transport
                         Sales
                                                                            Mgmt



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To know more : visit us at

        www.globalbsc.com/trainings




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 3. Understand Business
                                Requirement




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Understanding Business Requirement




                                                                                                                               Step 3: Business Requirement
 1. • There are three main perspectives that must be reconciled during any
     requirement gathering process
       1. Business perspective – Executives/management/sponsors
       2. User perspective – BI users, business managers
       3. Implementation perspective – Implementation team
 2. • An effective requirements gathering takes into account each of these audiences
 3. • Typically these requirements are managed from a low level of detail with business
    perspective through the user perspective until technically laid out with an
    implementation perspective
 4. • Focus on deliverables
       1. These deliverables need to be owned by the process teams,
       2. not the BI team
 5. • Focus on the entire solution
       1. Do not simply build a series of data marts ,Think about how the data is
          consolidated
 6. Stakeholders do not adequately communicate, you need to help them-
       1. The BI project becomes more about helping them shape their equirements
          than it is about realizing these requirements




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Step 1: Develop a complete understanding of the underlying business processes




                                                                                                                                Step 3: Business Requirement
 1.   If the end-user describes his information needs and subject area as,
       ‘Track the performance of materials with respect to customers and sales persons’
       The following nouns relate to the end-user’s information needs:
          Material
          Customer
          Sales Person
       The nouns are basic business terms and are usually called characteristics.
 2.   Ask the end-user how performance is measured.
       This will give you the basic Key figures


 3.   In the next stage the customer is asked to be more precise and, in this case, determine that additional
      details for material, customer and sales person are also required. It gives you additional characteristics
      and attributes where attributes are the “describing fields” of an characteristics




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2. Reaping benefits of BW’s Business Content




                                                                                                                               Step 3: Business Requirement
1.   In SAP product-based scenarios the Business Content datasources provide a good basis on which to
     identify the characteristic, attributes and facts (key figures) of the underlying subject area.
2.   As BW provides datasources ordered by applications, it is easy to identify the datasources which
     cover(s) your subject area.
3.   Perform Gap analysis, identify which fields can be covered by SAP BI content deli




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Write Functional Specs




                                                                                                                            Step 3: Business Requirement
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            www.globalbsc.com/trainings




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 4. Gap Analysis- Try to find what
                                best is already available n BI
                                content




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Order Fullfillment




                                                                                                                             Step 4 : Gap Analysis
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A:-Sales- 1.Sales overview




                                                                                                                             Step 4 : Gap Analysis
                                                                                    0SD_C03 2LIS_11_VAHDR
                                                                                    0SD_C03 2LIS_11_VAITM
                                                                                    0SD_C03 2LIS_13_VDITM
                                                                                    0SD_C03 2LIS_13_VDHDR
                                                                                    0SD_C03 2LIS_12_VCHDR
                                                                                    0SD_C03 2LIS_12_VCITM




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Have Gap analysis Sheet in place




                                                                                                                                        Step 4 : Gap Analysis
 Object ID/ Name

 Functional Area:

 InfoCube Name:

 InfoCube Technical Name:

 InfoArea:

 Technical Name of Datasource

 Extraction procedure

 Upload mechanism


                                                 Line
                                                         High
                                         Field   Item               Datasource         Rule   Rule     Source
 Dimension   InfoObjects   Description                   Card                                                     Additional Comments
                                         Type     Dim            Field / Infoobject   Group   Type   Selec Cond
                                                         (Y/N)
                                                 (Y/N)




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Finalize the customization and Content




                                                                                                                             Step 4 : Gap Analysis
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Selecting business Content




                                                                                                                                 Step 4 : Gap Analysis
                      dataflow before        Only necessary         dataflow afterwards          Before and after

  Mutiprovider

  Reports



  Cube

  infoobjects




  DS



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 5. Source System Settings and
                                Installations




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Activate Datasources
.




                                                                                                                                  Step 5 : Source System work
•In the Installation of DataSource from Business Content view expand the node SAP-R/3 (SAP Application Components), mark the
relevant DatasSources (see table below) and choose Select Sub-tree +/-

                                                                              Path                      Relevant DataSources


                                                                              SAP-R/3-IO                0VERSION_TEXT

                                                                              PI-BASIS  OCA_GD 0VTYPE_TEXT
                                                                               OCA_GD_IO


                                                                              LO  LO-IO                All DataSources

                                                                              SD  SD-IO                All DataSources

                                                                              SD                        2LIS_11_VAITM Sales
                                                                                                        Document Item Data


                                                                              SD                        2LIS_12_VCITM Delivery
                                                                                                        Item Data
                                                                              SD                        2LIS_13_VDITM Billing
                                                                                                        Document Item Data:


                                                                              FI  FI-IO                0COMPANY_TEXT

                                                                              FI  FI-IO                0COMP_CODE_ATTR




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 6. BI Settings and Installations




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Replicating DataSources for R/3 System




                                                                                                                            Step 6: BI design work
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Activating Business Content: InfoObject Catalogs




                                                                                                                              Step 6: BI design work
 0SD_CHA01 ( Sales and Distribution: Characteristic ) and
 0SD_KYF01 ( Sales and Distribution: Key figures ).




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Loading Master data




                                                                                                                            Step 6: BI design work
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        www.globalbsc.com/trainings




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Thank You..!




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SAP BI Implementation

  • 1. A-Z of SAP BI Implementation for SD Module A need for a better tomorrow..!
  • 2.  Agenda All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 3. Agenda 1. SAP Project Plan 2. SAP Server Basic settings 3. Prepare your self for the Functional module 4. Arranging workshop for understanding requirements 5. How to map the requirements – Functional Specs 6. How to design the objects- Technical specs 7. Configure SAP ECC settings 8. SAP BI Content installation and designing the objects All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 4.  1. Understand Project Plan All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 5. Understand Project Plan- Phases Step 1: Make Project Plan All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 6. Project Phases Step 1: Make Project Plan All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 7.  2. Make your server Ready for the Configurations- Basic Settings All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 8. 1.Global Settings (in BI System- Source System Specific) Step 2: Make Basic Settings All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 9. 2. Maintain Permitted Characters Step 2: Make Basic Settings  ' !"%&''()*+,-./:;<=>?_0123456789ABCDEFGHIJKLMNOPQRSTUVWXYZ'  The job “RSKC_ALLOWED_CHAR_MAINTAIN” will execute in background to update this character. This can be achieved by one of the following ways  a) T-code : RSKC  b) T-code :SPRO  SAP Customizing Implementation Guide -> SAP NetWeaver -> Business Intelligence -> General BI Settings -> Maintain permitted extra characters  c) Program: RSKC_ALLOWED_CHAR_MAINTAIN (execute in se38). All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 10. 3 .Set Material Number Format Step 2: Make Basic Settings  The permitted values range from 1 to 18. Maintain the same value, as it is maintained in the ECC system.  The entry will be maintained in the table: TMCNV  This can be achieved by one of the following ways  a) T-Code: OMSL  b) T-Code: SPRO  SAP Customizing Implementation Guide -> SAP NetWeaver -> Business Intelligence -> General BI Settings -> Set Material Number Display All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 11. 4,Settings for Wait time until traffic light status is changed in the monitor Step 2: Make Basic Settings  As long as a load request is not complete, the traffic light in the monitor remains yellow. If the time frame for the IDoc last entered for this request is longer than the maximum wait time, the traffic light is set to red in the Monitor.  The settings for Wait Time can be changed from the monitor screen of the InfoPackage. All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 12. 5.BW Monitor Wait Time Step 2: Make Basic Settings  Also, the above setting can be maintained in one of the following ways a) T-Code: RSCUSTV2 b) T-Code: SPRO SAP Customizing Implementation Guide -> SAP NetWeaver -> Business Intelligence -> Automated Processes -> Extraction Monitor Settings -> Set Traffic Light Waiting Time  The maximum wait time is specified according to the data element TIMESTAMP.  The complete time display could be shown as follows:  19980219091505: Date and time are displayed together  70000: this is an abbreviated display that only shows hours (Seven hours wait time) All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 13. 6. Set Traffic Light Color Step 2: Make Basic Settings All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 14. 7. Assignment of Source System to Source System ID Step 2: Make Basic Settings  Error:For example: 0SOURSYSTEM is an attribute of 0COMP_CODE. If you try to load the attributes of 0COMP_CODE without maintain the Assignment of source system ids, the load will result in an error as shown below All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 15. 9. Transport Settings in BW Step 2: Make Basic Settings  SAP Customizing Implementation Guide -> SAP NetWeaver -> Business Intelligence -> Transport Settings -> Change source system name after transport  The entries will be maintained in table view: V_RSLOGSYSMAP  The setting can be done by  a) T-Code: RSLGMP  b) T-Code: SPRO All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 16.  2. Make sure you understand the basic terminology of module All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 17. Step 2: Prepare your self for module SD FI Sales & Financial Distribution Accounting MM CO Materials Controlling Mgmt. PP AM R/3 Production Fixed Assets Planning Mgmt. SM EC Service Enterprise Manage- Controlling ment QM Integrated Solution PS Quality Management Client / Server Project System PM WF Plant Maintenance Open Systems Workflow HR IS Human Industry Resources Solutions All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as 3/10/2012 www.globalbsc.com /trainings
  • 18. SALES CYCLE INQUIRY CONTRACTS SCHEDULING AGREEMNETS QUOTATION ORDER DELIVERY PGI BILLLING REL TO ACCOUNTS INVENTORY ACCOUNTS All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 19. Sales Process Step 2: Prepare your self for module Customer Order Picking Goods Issue Final Payment Accounts Receivable Billing All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 20. SAP Process steps Step 3: Prepare your self for module Sales Sales Quotation Order Delivery Post Goods Shipping Note Picking Issue Billing Billing Post FI Incoming A/R Payment All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 21. Sales & Distribution Components Step 3: Prepare your self for module Sales Support Billing Sales Master Info Shipping Data System Transport Sales Mgmt All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 22. To know more : visit us at www.globalbsc.com/trainings All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 23.  3. Understand Business Requirement All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 24. Understanding Business Requirement Step 3: Business Requirement 1. • There are three main perspectives that must be reconciled during any requirement gathering process 1. Business perspective – Executives/management/sponsors 2. User perspective – BI users, business managers 3. Implementation perspective – Implementation team 2. • An effective requirements gathering takes into account each of these audiences 3. • Typically these requirements are managed from a low level of detail with business perspective through the user perspective until technically laid out with an implementation perspective 4. • Focus on deliverables 1. These deliverables need to be owned by the process teams, 2. not the BI team 5. • Focus on the entire solution 1. Do not simply build a series of data marts ,Think about how the data is consolidated 6. Stakeholders do not adequately communicate, you need to help them- 1. The BI project becomes more about helping them shape their equirements than it is about realizing these requirements All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 25. Step 1: Develop a complete understanding of the underlying business processes Step 3: Business Requirement 1. If the end-user describes his information needs and subject area as, ‘Track the performance of materials with respect to customers and sales persons’ The following nouns relate to the end-user’s information needs:  Material  Customer  Sales Person The nouns are basic business terms and are usually called characteristics. 2. Ask the end-user how performance is measured. This will give you the basic Key figures 3. In the next stage the customer is asked to be more precise and, in this case, determine that additional details for material, customer and sales person are also required. It gives you additional characteristics and attributes where attributes are the “describing fields” of an characteristics All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 26. 2. Reaping benefits of BW’s Business Content Step 3: Business Requirement 1. In SAP product-based scenarios the Business Content datasources provide a good basis on which to identify the characteristic, attributes and facts (key figures) of the underlying subject area. 2. As BW provides datasources ordered by applications, it is easy to identify the datasources which cover(s) your subject area. 3. Perform Gap analysis, identify which fields can be covered by SAP BI content deli All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 27. Write Functional Specs Step 3: Business Requirement In order to get whole part of this section mail us or visit us at www.globalbsc.com/trainings All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 28.  4. Gap Analysis- Try to find what best is already available n BI content All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 29. Order Fullfillment Step 4 : Gap Analysis All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 30. A:-Sales- 1.Sales overview Step 4 : Gap Analysis 0SD_C03 2LIS_11_VAHDR 0SD_C03 2LIS_11_VAITM 0SD_C03 2LIS_13_VDITM 0SD_C03 2LIS_13_VDHDR 0SD_C03 2LIS_12_VCHDR 0SD_C03 2LIS_12_VCITM All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 31. Have Gap analysis Sheet in place Step 4 : Gap Analysis Object ID/ Name Functional Area: InfoCube Name: InfoCube Technical Name: InfoArea: Technical Name of Datasource Extraction procedure Upload mechanism Line High Field Item Datasource Rule Rule Source Dimension InfoObjects Description Card Additional Comments Type Dim Field / Infoobject Group Type Selec Cond (Y/N) (Y/N) All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 32. Finalize the customization and Content Step 4 : Gap Analysis All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 33. In order to get whole part of this section mail us or visit us at www.globalbsc.com/trainings All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 34. Selecting business Content Step 4 : Gap Analysis dataflow before Only necessary dataflow afterwards Before and after Mutiprovider Reports Cube infoobjects DS All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 35.  5. Source System Settings and Installations All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 36. Activate Datasources . Step 5 : Source System work •In the Installation of DataSource from Business Content view expand the node SAP-R/3 (SAP Application Components), mark the relevant DatasSources (see table below) and choose Select Sub-tree +/- Path Relevant DataSources SAP-R/3-IO 0VERSION_TEXT PI-BASIS  OCA_GD 0VTYPE_TEXT  OCA_GD_IO LO  LO-IO All DataSources SD  SD-IO All DataSources SD 2LIS_11_VAITM Sales Document Item Data SD 2LIS_12_VCITM Delivery Item Data SD 2LIS_13_VDITM Billing Document Item Data: FI  FI-IO 0COMPANY_TEXT FI  FI-IO 0COMP_CODE_ATTR All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 37. In order to get whole part of this section mail us or visit us at www.globalbsc.com/trainings All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 38.  6. BI Settings and Installations All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 39. Replicating DataSources for R/3 System Step 6: BI design work All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 40. Activating Business Content: InfoObject Catalogs Step 6: BI design work 0SD_CHA01 ( Sales and Distribution: Characteristic ) and 0SD_KYF01 ( Sales and Distribution: Key figures ). All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 41. Loading Master data Step 6: BI design work All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 42. In order to get whole part of this section mail us or visit us at www.globalbsc.com/trainings All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings
  • 43. Thank You..! All Rights Reserved-– No one else can use or transfer or sell without our permission For More trainings connect us as www.globalbsc.com /trainings