Implementing financial analytics with sap bobj 4.0 v2 12312011

Practical Learning
EY Internal Use
SAP BusinessObjects 4.0 - Business Intelligence(BI) Only

An “end-to-end” BO 4.0 Implemention

SAP BusinessObjects 4.0 Learning Solutions

Specialize in Financial Analytics
With
SAP BW, BEx, Universes, Web Intelligence, Crystal Reports, Dashboards and BI Launch Pad

“Jothi...I just heard from IBM and Booz Allen that the
interviews went very well and they are moving forward with
my application. I am very glad to share the news with you.
Without your help I wouldn't have been able to get through
this successfully. Even after completing the class you still
kept in close touch and guided me through every phase of
my progress. This kind of commitment from the start to finish
is what makes this training program a unique one that you
cannot expect from any where else...“ Thanks so much for
all your help through out this process.
Devi,PMP, SCJP
SAP Certified Application Associate
Booz Allen Hamilton
kapadevi@gmail.com

Practical Learning
EY Internal Use


Product Team

Jothi Periasamy
Chief Architect and Designer
SAP HANA/EPM/BI/EIM Solutions Architect
SAP Domain Champion for SAP BPC/BOBJ/BW/ECC
E-Mail: JoeSaran@gmail.com
LinkedIn: http://www.linkedin.com/in/jothiperiasamy
Meena Viswanathan, CPA, A.C.A
Financial Professional – SAP EPM
E-Mail: MeenaVis@gmail.com
LinkedIn: http://www.linkedin.com/in/meenavis

Pals Nagaraj, PMP
SAP BusinessObjects 4.0 Enterprise Architect
SAP BusinessObjects Enterprise Certified
TOGAF 8 Certified
E-Mail: pnagaraj@gmail.com

Ramchandran Manoj
SAP BusinessObjects 4.0 Solutions Architect
SAP Certified Application Associate
- SAP BusinessObjects Web Intelligence XI 3.x
- SAP BusinessObjects Crystal Reports 2008
E-Mail: visualize.bi@gmail.com

Pals Nagaraj, PMP Ramchandran Manoj Jothi Periasamy
SAP BusinessObjects Enterprise Certified Professional SAP Certified Application Associate SAP HANA/EPM/BI/EIM Solutions Architect
TOGAF 8 Certified - SAP BusinessObjects Web Intelligence XI 3.x SAP Domain Champion for SAP BPC/BOBJ/BW/HANA
E-Mail: pnagaraj@gmail.com - SAP BusinessObjects Crystal Report XI 3.x E-Mail: JoeSaran@gmail.com
E-Mail: visualize.bi@gmail.com LinkedIn: http://www.linkedin.com/in/jothiperiasamy

Practical Learning
EY Internal Use


Table of Contents
1 Learning Roadmap

2 Course Units and Duration

3 Session Topics and Session Details

4 Value Added Learning - SAP BusinessObjects 4.0 “Leading Practices”

4.1 Tips and Techniques for Efficient Universe Design

4.2 Optimal Design Patterns for WebI Report & Query Design

4.3 Leading Practices to Conduct Enterprise Reporting Workshop

5 Appendix – SAP BusinessObjects 4.0 “Real-Time Project Scenarios“

5.1 Cash Flow

5.2 Profit and Loss (P&L)

5.3 Balance Sheet (BS)

5.4 Sales Revenue Analysis


Practical Learning
EY Internal Use


Financial Analytics
with BO 4.0 Learning Roadmap What This Course Covers?

0 Financial Fundamentals for SAP EPM/BI/EIM Professionals

1 2 3 4 5
Business Data Modeling, Enterprise
Needs & BusinessObjects
Data Service, ETL Business Analytics Reporting With
Requirements 4.0 and Business
and Universe with Web Crystal
( Cash Flow, P&L and Intelligence(BI)
BS) Fundamentals Intelligence (WebI) Reports
Overview

9 8 7 6
Executives
SAP Certification BI Launch Pad
CMC, Security and Dashboard With
and and
User Access Crystal Dashboard
SAP Carrere Deployment
(Xcelsius)

An “end-to-end” Implemention of Cash Flow, P&L, Balance Sheet and Sales Revenue Analysis


Practical Learning
EY Internal Use


Financial Analytics
with BO 4.0 Learning Roadmap What Technologies/Tools You Learn?
Business Analytics
An “end-to-end” BO 4.0
Balance Implemention
Analytics 3 Cash Flow Full P&L
Sheet
Analysis Report
Dashboard

BI Launch Pad BusinessObjects 4.0
Enterprise/Server
WebI
Reports 2 Dashboard
(Web Crystal
(Xcelsius)
Intelligence) Deployment

I D
N I
T BEx R
Users
Universe
E Query E
G C
R T CMC
A /
T I
E N
D D
SAP I
Data 1 D BW R
A E
T C
A T

S A
O C
R SAP ECC MS Access/ C
C E
E (FICO/SD/HR) File S
S


Practical Learning
EY Internal Use


Financial Analytics
with BO 4.0 Course Duration Session Duration

Course Duration : 140 Hours
Session Topic Session Duration
Unit - 0 Financial Fundamentals for SAP EPM/BI/EIM Professionals 20 Hours

Unit – 1 Business Requirements for Cash Flow, P&L and Balance Sheet 10 Hours

Unit – 2 SAP BusinessObjects 4.0 and Business Intelligence(BI) Overview 10 Hours

Unit – 3 Data Modeling, Data Services, ETL and Universe Fundamentals 10 Hours

Unit – 4 Business Analytics with SAP Business Object 4.0 WebI (Web Intelligence ) 20 Hours

Unit – 5 Enterprise Dashboard with SAP Crystal Dashboard Design (Xcelsius) 20 Hours

Unit – 6 Enterprise Reporting with SAP Crystal Reports 2011 20 Hours

Unit – 7 SAP Business Object 4.0 BI Launch Pad (InfoView) and Deployment 10 Hours

Unit – 8 SAP Business Object 4.0 Central Management Console(CMC) , Security and 10 Hours
User Access
Unit – 9 SAP Business Object 4.0 SAP Certification and Career Couch 10 Hours


Practical Learning
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Session Details By Topic

a Detailed View of “What You Learn”

"... I just wanted to reiterate that you SAP presentation
was very clear, good and effective. Good job and the
same course when I took at Bangalore SAP, it was
nowhere close to yours.“
Kedar Kotha
SAP BI Practice Lead
IBM Global Business Services
Johnson & Johnson SAP Implementation
kedKotha@in.ibm.com


Practical Learning
EY Internal Use


Financial Analytics
with BO 4.0 Session Topics Session Details

Session Details
# Session Session Topics Session Details
Schedule
Unit -0 TBD Financial Fundamentals for SAP Fundamentals of Accounting
EPM/BI/EIM Professionals Definition of accounting
Financial vs. Managerial
Explaining Basic accounting terms
Capital, Asset, Liability, Debtor, Creditor,
Depreciation, Purchase and Sales
Elaborate with examples
Users of Financial Statements
Internal users, External Users

Principles of Accounting
Accrual Basis & Cash basis of accounting
Matching Concept
Revenue recognition convention
Conservatism Concept
Various types of accounts
Personal, Real and Nominal accounts
Rules of Debit and Credit


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -0 TBD Financial Fundamentals for SAP Journal and Ledger
EPM/BI/EIM Professionals GAAP and International Standards of accounting
Journal Entry
Preparing Journal entries
Balancing an account ,
Explaining GL & Subsidiary Ledger
Posting from Journal to GL & SL
Trial Balance and Financial Statements
Preparing a Trial Balance
Preparing Income Statement
Preparing Balance sheet
Cash flow statement
How transactions have an impact on accounting
equation( Assets= Equity+ Liability)
Intercompany Accounting
Explain Holding and Subsidiary Companies
Illustrate Consolidation of Investments
Consolidation of Investments
Financial Fundamentals - Lab

Financial Fundamentals - Quiz


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -1 TBD Business Requirements for Cash Financial Terminology
Flow, P&L and Balance Sheet Financial Statements
Business Drivers for Financial Statements
Cash Flow Drivers and Its Data Structures
P&L Drivers and Its Data Structures
Balance Sheet Drivers and Its Data Structures
Income Statement Drivers and Its Data Structures
Cash Flow Calculations
P&L Drivers Calculations
Balance Sheet Calculations
Income Statement Calculations
Sales Revenue Drivers and Its Data Structures
Quiz # 1 - Multiple Choice
Unit -2 TBD SAP BusinessObjects 4.0 and SAP BusinessObjects 4.0 Product Overview
Business Intelligence(BI) Overview SAP BusinessObjects 4.0 Technical Architecture
SAP BusinessObjects 4.0 Application Architecture
SAP BusinessObjects 4.0 Data Architecture
SAP BusinessObjects 4.0 Security Architecture
SAP BusinessObjects 4.0 Infrastructure Architecture
SAP BusinessObjects 4.0 Solutions Overview
Lab- SAP BusinessObjects 4.0 Application Navigation


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -2 TBD SAP BusinessObjects 4.0 and Business Analytics
Business Intelligence(BI) Overview EPM
BI
EIM
Enterprise Performance Management (EPM)
Planning
Budgeting
Forecasting
Consolidations
Business Intelligence (BI)
Reporting
Dashboards
Data Analysis
Enterprise Information Management (EIM)
Master Data Management
Data Governance
Data Model
Data Architecture
Information Modeling
Information Architecture
Quiz # 2 - Multiple Choice and Lab

Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -3 TBD Data Modeling, Data Services, ETL and Dimensions
Universe Fundamentals Measures/Facts/Key Figures
ERD (Entity Relationship Data Model)
MDM ( Multi-Dimension Data Model)
Classic Star Schema
Snowflake Schema
SAP BW Extended Star Schema
Conceptual Data Model
Logical Data Model
Physical Data Model
Source Systems
Target Systems
Data Sources
Data Targets
InfoCube and Data Store Objects
Data Conversion and Data Transformation
Data Source and Target Mapping
Universe Fundamentals
Introduction to Semantic Layer
Universe Development process
(Fundamentals only)


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -3 TBD Data Modeling, Data Services, Universe Fundamentals
ETL and Universe Fundamentals Projects – Concepts and Type of Connections
Creating Relational and OLAP Connection
Concept/Creation of Data Foundation
Concept/Creation of Business Layer
Publishing Universe to Repository
Retrieving Universe from Repository.
Information Design Tool (BO 4.) diff Universe Design
Tool (BO 3)
Data Services Fundamentals
Introduction and Data Services Architecture
Define Data Services objects
Use the Data Services Designer interface
Metadata Definition and Source and Target
definition
Create various types of Data stores
Configuration Data Services
Importing Data from flat files, Excel and XML
Create a project and Create and execute a job
Create a data flow with source and target tables


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -4 TBD Business Analytics with SAP Business WebI Product Overview
Object 4.0 WebI (Web Intelligence) WebI Technical Architecture
WebI Application Architecture
WebI Solutions Overview
Rich Client
Setting Preference in Rich Client
Working with Offline, Connected and
Standalone Mode
Data Providers
Import Universe from CMS
Query Panel
Importing Reports from CMS
Exporting Reports into CMS
Sending Reports as a email attachment
Data Sources
Data Synchronizations
Working with Data Unsynchronized Data
Accessing Multiple Data Sources
Merging Dimensions



Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -4 TBD Business Analytics with SAP Business Query
Object 4.0 WebI (Web Intelligence) Query Panel
Query Manager
Generated SQL
Additional Queries
Result Objects
Query Filters
Prompted Queries
Refreshing Report
Custom Freehand SQL
Tracking Data Changes
Report
Exporting Report
Scheduling Report
Creating Publications
Alternate Applications
BO Inbox
FTP and File Location
Viewing Instances
Personalization


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -4 TBD Business Analytics with SAP Business Data Display
Object 4.0 WebI (Web Intelligence) Data Filtering
Report Formatting
Formatting Sections
Formatting Breaks
Formatting Vertical Table
Formatting a Crosstab
Formatting Columns and Row Properties
Calculations, Formulas and Variables
Add/Mod/Del Formula
Add/Mod/Del Variables
Using Formula Editors
Aggregate Functions
Chart and Date Functions
Document Functions
Numeric Functions
Data Functions
Logical Functions
Other Functions


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -4 TBD Business Analytics with SAP Business Drill Down and Drill Through
Object 4.0 WebI (Web Intelligence) Enabling Drill
Drill on Dimensions
Drill on Measures
Drill on Charts
Scope of Analysis and Custom Hierarchies
Linking Reports
Hyperlinks
External URL
Hyperlinks To Reports
Hyperlinks To Documents
Hyperlinks To Xcelsius
Platform Parameters
Input Parameter
Output Parameters
WebI SDK
WebI SDK Overview
WebI SDK with JAVA Application
WebI SDK with .NET Application
WebI SDK with External Applications
Building Application Using WebI SDK


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -4 TBD Business Analytics with SAP Business Sharing Reports
Object 4.0 WebI (Web Intelligence) Using BI Launch Pad(InfoView)
Exporting WebI Report
Scheduling WebI Report
Creating Publications
Formats
Additional Options
Subscriptions
Live Office To WebI
Live Office Foundation
Creating Live Office Documents
Live Office Wizard
Setting Live Office Preference
Data Refresh
BI Widgets



Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -5 TBD Enterprise Dashboard with SAP Crystal Dashboard Product Overview
Dashboard Design (Xcelsius) Dashboard Technical Architecture
Dashboard Application Architecture
Building Simple Dashboard
Organizing Workspace
Dashboard Design Facilities
Look and Feel
Visualization
Embedded Spreadsheets
Spreadsheet Fundamentals
Developing Spreadsheets Models
Using Excel Functions
Using Mathematical Functions
Using Statistical Functions
Using Date Functions and Text
Using Spreadsheet Style
Dashboard Visualization
Visual Data Analysis
Working with Charts
Working with Graphs
Working with Tree Maps
Drill Down


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -5 TBD Enterprise Dashboard with SAP Crystal Dashboard Components
Dashboard Design (Xcelsius) Single Value Components
Working with Sliders
Working with Progress Bars
Working with Dials
Working with Gauges
Working with Spinners
Multi-Layer Visibility
Label Based Menu
Dynamic Visibility
Containment
Context Switching
Interactivity
Chart Data
Chart Labels
Drill Down
Selectors
Working with Maps , Text , Labels
Using Image Components
Working with Buttons , Calendar
Trend Analyzer
Grid and Table Components


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -5 TBD Enterprise Dashboard with SAP Crystal Statistical
Dashboard Design (Xcelsius) Statistical Measure
Probabilities
Financial Analysis
Value at Risk
Accounting in Dashboards
Aging Report
Rations and Metrics
Maps
Basic Map
Multi region Map
International Map
Alerts
Alert Functions in Dashboards
Build in Alerts
Inline Alerts
Smart Data
Smart Text
Multiple Data Series


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -5 TBD Enterprise Dashboard with SAP Crystal Optimal Data
Dashboard Design (Xcelsius) Digitization
Raw Data and Unclean Data
Unstructured Data
Rounding and Truncations
Scaling and Formula
XML
Understanding Web Services
Using Web Services
Dashboard Data Manager
XML Maps
XML for Dashboard
Data Connectivity
Custom Components
Multiple Data Series
Line Chart Data
Reader Chart
Area Chart
Actual Budget Comparison Chart
Installing Custom Components
Building and Customizing Custom
Components


Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -5 TBD Enterprise Dashboard with SAP Custom Components
Crystal Dashboard Design (Xcelsius) Programming with Flex Builder
Relationship between Custom Components
and Property Sheet
Packing Custom Components
Testing and Deploying Custom Components



Practical Learning
EY Internal Use


Financial Analytics

Session Details
Schedule
Unit -6 TBD Enterprise Reporting with SAP Report Formatting and Filtering
Crystal Reports 2011 Formatting toolbar
Format Editor
Format Painter
Add/Mod/Del Text and Special Fields
Working with Select Expert
Group selection
Formulas and Date fields
Add/Mod/Del Parameter Fields
Lists-Static, Dynamic, and Cascading
Multi-Value and Range Parameter Fields
Optional Parameter Fields
Conditional Reporting and Formula/Functions
Conditional object formatting
If-Then-Else formulas
Conditional report section formatting
Formula Editor
Numeric formulas
String formulas
Date formulas
Using Variables, Join Function and Select Case
Add/Mod/Del Custom Functions


Implementing financial analytics with sap bobj 4.0 v2 12312011

Implementing financial analytics with sap bobj 4.0 v2 12312011

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Implementing financial analytics with sap bobj 4.0 v2 12312011