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Unified Frontend Reporting – based on SAP Business Objects
TH Mittelhessen,
July 01st, 2014
Sascha Klose
Tobias Stein
Copyright © Capgemini 2013. All Rights Reserved
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Agenda
Introduction
The SAP Business Objects Portfolio
Unified Frontend Reporting
“Real life“ examples
Further Information & Discussion
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Agenda
Introduction
The SAP Business Objects Portfolio
Unified Frontend Reporting
“Real life“ examples
Further Information & Discussion
Capgemini – a strong Group (2012 full year)
Operating margin : € 787 million
Operating profit : € 601 million
Profit for the period : € 370 million
Net cash and cash equivalent : € 872 million
Revenue 2012: € 10.264 billion
Revenue by Sector Revenue by Discipline
Telecom, Media & Entertainment
Outsourcing Services
Local Professional
Services
Consulting Services
Technology Services
Energy, Utilities & Chemicals
Other
Public Sector
Manufacturing
11.3%
4.7%
9.1% 23.2%
14.1%
19.8%
4.9%
40.4%
39.8%
14.9%
“Cap Gemini S.A.” is listed in the CAC 40,
Paris, ISIN code: FR0000125338
Note: Our brand name is Capgemini but our shares are
listed as “Cap Gemini S.A.”
Financial Services
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17.8%
Customer Products,
Retail, Distribution &
Transportation
Capgemini – a strong Group
Largest IT-consultancy of European origins. The brand stands for strategy and transformation consulting as well as the innovative development of process and software solutions and the operation of aligned IT solutions, infrastructures and business processes.
As a top-5 player, we have the processes and structures necessary to support our clients locally and according to their country-specific requirements.
We maintain our own global delivery network consisting of nearshore and offshore centers with more than 50,000 employees.
We have a characteristic way of working closely together with our partners and clients that is at the core of our business – we call it the Collaborative Business Experience.
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Capgemini receives Gartner "Strong positive" rating for Business Intelligence (June 2013)
Copyright © Capgemini 2013. All Rights Reserved
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Gartner awarded the rating
"strong positive" to provider
of strategic products,
services and solutions, which
plan for their existing
customers to continue invests
and which are considered by
potential customers as a
good choice for strategic
investments.
Some 130,000 employees in 44 countries support our clients around the globe
Status 20.02.2013 42% working offshore Group Headquarters
Paris, Frankreich
North America 9.608
UK & Ireland 8.964
France 21.738
Benelux 9.186
Nordic Countries 4.504
Central Europe 9.581
Latin America & South Europe 16.735
Asien & Pacific 44.794
Canada
USA
Mexico
Brazil
Argentinia
Europe
Morocco
Australia
China
Indien
Chile
Guatemala
Russia
Singapore
Taiwan
Vietnam
Malaysia
Philippines
Copyright © Capgemini 2013. All Rights Reserved
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With our services we deliver tailored solutions – sustainable, reliable, cost-optimized
As a full service provider, we offer a broad range of services from a single source – from developing strategies to maintaining IT systems.
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We support our clients
in identifying and
implementing their
transformation projects
with the objective of
generating sustained
growth effects, thus
improving their
competitiveness.
We design, develop and
implement numerous (IT)
projects in system
integration and application
development in
collaboration with our
clients.
We deliver IT services
tailored to local require-
ments as well as highly
specialized, costefficient
testing strategies to our
clients.
We support our clients
in the full or partial
outsourcing of their IT
systems and business
processes.
Consulting
Services
(Capgemini
Consulting)
Technology
Services Outsourcing
Services
Local Professional
Services
(Sogeti)
We take pride in our clients – their success depends on sophisticated solutions
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Copyright © Capgemini 2013. All Rights Reserved
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Agenda
Introduction
The SAP Business Objects Portfolio
Unified Frontend Reporting
“Real life“ examples
Further Information & Discussion
Business Intelligence Requirements
Data Exploration OLAP Analysis Interactive
Analysis
Dashboard &
Visualization Reporting
SAP
BusinessObjects
How do I find
immediate
answers to
business
questions?
How do I
determine trends
from complex
historical data
and possibly
make better
forecasts?
How do I answer
ad hoc questions
and interact with
information?
How do I
visualize data for
better decision
making?
How do I access
and transform
corporate data
into highly
formatted reports
for greater
insight?
SAP BusinessObjects solutions provides business users with access to unified information through a broad
suite of BI tools for confident decision making and alignment across people and teams on a single, scalable BI
platform
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Agile Reporting
SAP BI 4.X - Tools
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Web Intelligence
Crystal Reports
Web Intelligence
Crystal Reports
Web Intelligence
Crystal Reports
Reporting
Dashboards
Lumira
Design Studio
Exploration Views
Monitoring
Design Studio
Exploration Views
Analysis OLAP
Analyze
Analysis Office
Design Studio
Design Studio
Explorer
Discover
Lumira
Lumira
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Agenda
Introduction
The SAP Business Objects Portfolio
Unified Frontend Reporting
“Real life“ examples
Further Information & Discussion
Report development needs to follow rules for software usability and ergonomics
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Defined business requirements for each report
Each report is based on exactly defined business requirements which leads to less time for clarification and issue handling
Better report overview and higher information value
Each report delivers the correct information in the correct aggregation level for the right audience. This avoids information explosion
Awareness of corporate identity
Each report has the same look and feel in an individual customer corporate identity design.
When the user knows how to work with the application.
ISO definition: “The extent to which a product can be used by specified users to achieve specified
goals with effectiveness, efficiency, and satisfaction in a specified context of use” Software usability
When the user likes to work with the application.
ISO definition: “Ergonomics is concerned with understanding of interactions among humans and other
system elements by applying design principles in order to optimize human well-being and overall
system performance”
Software ergonomics
Results and Advantages
Application design must take into consideration human limitations in information processing
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Information
display &
page design
Human interaction with a machine is implemented in form of a visual, auditive or haptic
interface
Interfaces link to the brain’s cognitive information processing and therefore must be
optimized for easy and quick information gathering
Information must be provided in a fast and correct way
Displayed information must be easy to be differentiated
Only task relevant information is displayed
Homogenous information is always displayed in a similar
way
The attention of a user is actively guided to task relevant
areas
Information is displayed in sufficiently large fonts (not
below 10pt)
Displayed information is easy to understand and process
Rule/recommendation Example
Sensory stimulus:
Unprocessed visual
information. Content
lost within 1,5 seconds
Short term memory:
Conscious filter and
processing information.
Max. 7 +/- 2 units
Long term memory:
Permanent storage of
information. Slow
retrieval time
Utilization of color-
coding and
ergonomic objects
Information
grouping, usage of
metaphors
(connection to long
term memory)
Familiar and
consistent menu
hierarchies and
structures
Eight different concept elements are necessary to create a unified reporting
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Table design
Labeling concept
Header concept
Tool specific concept
Layout
Color concept
Graph design
Reporting Guidelines
Reporting Templates
Text design
UNIFIED REPORTING
Improved readability
Faster report creation
Reusability of reports
Single look & feel
No information explosion
Detailed design concepts and layouts are needed in order to create structured and gapless reporting guidelines
Reporting guidelines, styleguides and reporting templates enable a quick development of state-of-the-art
reports for a unified reporting
3
2
4
7
6
1 5
8
Depending on the used reporting mediums, a custom layout concept needs to be developed
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Desktop Layout
Print Layout
Mobile Layout
Layout depends on the medium on which the information is shown
Because of different margins the layout needs to be adjusted for desktop computers, print outs and mobile devices.
Desktop Layout: Displaying the entire report without scrolling
The report has to fit on a standard screen width (about 14“) in order to avoid scrolling to the left and right. Scrolling downwards should
be avoided if possible.
Print Layout: Displaying execution/print date and page number
A printed report needs to contain the print date and page number in the footer or header
Mobile Layout: Use large reporting elements
Since the user controls the device by fingers, the reporting elements need to be large enough
Rule examples
Most common layouts The layout needs to be adjusted depending on
the medium!
Defined color codings improve the readability and enable to understand the shown information quickly
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Actual (ACT) 0/130/210
233/17/17
0/130/210
Forecast (FC1 … FC12)
Last Estimate (LE)
Latest Last Estimate ( LLE)
To-Go Rate
Plan (PL)
Qualitative Negative Deviations
Valu
e T
yp
es
Tables (Example)
Graphs (Example: Bar Graph)
14/178/14 Qualitative Positive Deviations Devia
tions
Actual Previous Year (ACT PY)
ACT
PL
50
50
-2
Δ ACT CY
vs. ACT PY
Δ ACT CY
vs. ACT PY
2
150/150/150 ACT
50
255/255/125 FC
50
2
Additionally, it is also possible to define color codings for certain organizational units, regions, customer groups, etc.
Each graph is associated with a certain business scenario which helps to quickly understand the shown information
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(Structure) Relation
(Time) Series
Correlation Portfolio Deviation absolute
Deviation percentage
Graph for each
scenario
For each scenario, a certain graph is in use, i.e. for a time series a column chart will be used
whereas a bar chart is used to show relations
The benefit is a high recognisability for the users
By using the same type of graph, users can easily see how information needs to be
interpreted
3
Depending on the business requirements also sub-forms of the graphs shown above can be used (i.e. waterfall chart, grouped bar chart as sub-forms for the standard bar chart)
Text design concepts are used to improve readability and to create a single look and feel
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Text design
In general the text shall be user friendly (i.e. readable fonts)
Reports shall include as less text as possible. Reports are generally used to display data in
form of tables or graphs. Text shall only be used for conclusions or results or for describe
elements (i.e. in table headers or on a graph axis)
Use a simple syntax
Text should be as short as possible and as simple as possible. Therefore complicated and not common abbreviations should be
avoided
Use user friendly fonts
User friendly fonts are large enough to read and the font color has a high contrast to the background (ideally black on white).
Furthermore the font itself has to be readable (do not mix „B‟ and „8‟)
Text shall have the same format in every report
The text font, color and size should be the same in each report. In a report itself the text style can change (i.e. other font size in the
report title as in table headers)
Rule examples
Defined rules for the table creation enable a better report overview and an easy structuring of data
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Data within tables must be contextual related.
Data within the tables must be aligned to the related
column- and row headers.
Table content only contains data without units.
The units shall be displayed either in the table title or in the
headers in order to avoid redundancy.
Table titles shall be meaningful/descriptive.
Table titles need to be meaningful and contextual related to
the content. The title can be optional in case the table is the
only element in a report.
Rule examples Table Example
Tables are used for displaying data elements that require an alignment in columns and rows
Tables are only used to display data and not for structuring elements
5
A labeling concept helps to give every report recipient a common understanding of abbreviations and labels
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Rule Example
Labeling convention for days: MM/DD/YYYY. 10/26/2014
Labeling convention for months: MMM. YYYY OCT. 2014
Labeling convention for Countries Germany = GER
United Kingdom = UK
Labeling convention for currencies Euro = EUR
US-Dollar = USD
Labeling convention for value types Actual = ACT
Forecast = FC
Labeling convention for deviations ACT∆ FC
ACT∆% FC
Labeling rules are mainly used for shortening longer terms or sentences
Labeling rules are especially helpful in graphs and tables
The customer specific header concept is important to support corporate identity in every report
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Header consists of three elements
The header consists of max. 3 headers aligned to the right and date and user aligned to the left side. Optionally free space in
the middle can be used (i.e. for the corporate logo).
Header needs to be consistent on every report
The header layout needs to be the same on every report to have the same look and feel.
Titles shall be meaningful/descriptive
Titles should align to the content shown in the report.
Template
Example
With a tool specific concept its possible to enhances all other concepts with tool specific adjustments and how-to‟s
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Tool specific concept
Depending on the used tool for the report creation, it is necessary to create a tool specific
concept
The tool specific concept enhances all other concepts. In come cases it is not possible to
implement certain design, layout or color concepts with the desired reporting tool. In that
case workarounds or alternatives can be defined in the tool specific concept.
8
Example: How to
expand hierarchies
form SAP BW in SAP
BusinessObjects
WebIntelligence
reports?
As a prerequisite the hierarchies need to be expanded either in the SAP BW backend or in
the SAP BEx query designer:
In the WebI query panel, the hierarchy objects needs to be selected
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Agenda
Introduction
The SAP Business Objects Portfolio
Unified Frontend Reporting
“Real life“ examples
Further Information & Discussion
Reports do not gain the desired attention
Challenges in reporting
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Common situation Challenge
Answer questions - deliver messages - follow stated rules
Reports are – besides personal dialogues – important communication media to share major information
But:
• They don‟t gain the necessary attention
• Recipients don„t get the message
Reports don„t answer the questions of the recipients
Ambiguous issues
Modest entropy
Missing advices
Unstructured
No consistent setup
Reports do not gain the desired attention
Examples for subpar reports
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Source: http://www.hichert.com/de/component/content/article/370
Less color, more information
Example to produce even better reports
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Source: http://www.hichert.com/images/stories/hichert/success/Vorher-nachher/Beispiel-3-vorher_1000.png;
http://www.hichert.com/images/stories/hichert/success/Vorher-nachher/Beispiel-3-nachher_1000.png
Hichert Rules adapted to SAP Business Objects
Implemented BOBJ-Solutions regarding Hichert Rules
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Source: BDF – B.One Project (internal)
Hichert Rules adapted to SAP Business Objects
Implemented BOBJ-Solutions regarding Hichert Rules
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Source: BDF – B.One Project (internal)
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Agenda
Introduction
The SAP Business Objects Portfolio
Unified Frontend Reporting
“Real life“ examples
Further Information & Discussion
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Einsteigen bei Capgemini
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!
Direkteinstieg nach Bachelor – oder Masterabschluss Einstieg als Bachelor mit berufsbegleitenden Master Graduierungsarbeiten Werkstudenten / Praktikanten
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!
FastTrack-Programm Wir setzen auf die individuelle Förderung und konstante Weiterbildung
Fachliche
Schulungen Softskill-Trainings
Technische Schulungen
Produkt-schulungen
Branchen-spezifische
Weiterbildungen
Weiter-bildung
Präsenztrainings
Virtuelle Classroom Trainings
Capgemini ULearn App
Dozentengeführte interaktive Trainings
E-Learnings
FastTrack: Durchstarten in 18 Monaten mit dem IT-Einsteigerprogramm für Bachelor- und Masterabsolventen
Direkteinstieg mit fünf praxisorientierten Ausbildungsschwerpunkten
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Schwerpunktspezifische Module z.T. mit Zertifizierung
Ergänzungsmodule
Application
Lifecycle Services
Basismodule inkl. Zugang zum virtuellen Campus
Persönlicher Mentor
Lokales Onboarding
Projektarbeit beim Kunden
Zeitmanagement
Globale & lokale Leadership Talks
Fallstudien aus der Praxis
Kommunikation & Präsentation
Capgemini Tools
„Training on the Job“ im Projekt
Lösungen auf Basis von
Standardsoftware
Business Information
Management
Individuelle Softwarelösungen
ITIL, ALS Tutorial
Highlights Business Technology Consulting
Software Engineering, Java, Agile/Scrum
Interkulturelle Kompetenz, SAP-Ausbildung in Indien
Business Intelligence, Data Management, ECM
Highlights
Highlights
Highlights
Zusammenarbeit mit dem Kunden, Grundlagen Business Analysis Highlights
!
www.capgemini.com
About Capgemini
With more than 120,000 people in 40 countries, Capgemini is one
of the world's foremost providers of consulting, technology and
outsourcing services. The Group reported 2011 global revenues
of EUR 9.7 billion.
Together with its clients, Capgemini creates and delivers
business and technology solutions that fit their needs and drive
the results they want. A deeply multicultural organization,
Capgemini has developed its own way of working, the
Collaborative Business ExperienceTM, and draws on Rightshore ®,
its worldwide delivery model.
Rightshore® is a trademark belonging to Capgemini
The information contained in this presentation is proprietary.
Copyright © 2013 Capgemini. All rights reserved.