using opendocument to enhance your dashboards
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September 911, 2013
Anaheim, California
Using OpenDocument to Enhance Your Dashboards
Brian Reed, Claraview
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Who Am I?
Brian Reed: Senior Consultant I
Company: Claraview, a division of Teradata
Joined Claraview in January 2011
Currently residing in Richmond, VA
Been using Crystal Reports and Business Objects since 2000
BOCPCrystal Reports 2008
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Learning Points
Understand what OpenDocument is
Learn what options are available to you to use in yourOpenDocument calls
See how to leverage OpenDocument in your SAP Dashboards to
provide your users with a better dashboard experience
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What is OpenDocument?
Deployed web application within BusinessObjects Enterprise (BOE)
Processes URL requests for content within the CMS
Content can be documents or other viewable content
Returns the request within the appropriate viewer
Direct link to BOE content
Can open content without having to navigate a folder hierarchy
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Why Would I Use OpenDocument?
Dashboards ideally are showing KPIs and Metrics small numbers
of records Dashboards (formerly known as Xcelsius) has had record
limitations in the past
Bringing in detail records that make up KPIs and Metrics will cause
your number of records to increase greatly An overloaded dashboard will perform slow, which is not ideal
OpenDocument allows the developer to display detail data in a
WebI document or Crystal Report, and not directly in the
dashboard
Detail reports are called when needed via the OpenDocument call
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What Can I Use OpenDocument for?
Provide a link to BOE managed content from outside the system
Link from one BOE document to another
Jump from one Dashboard to another
Connect from a Dashboard to a WebI or Crystal Report
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OpenDocument
Syntax and
Parameters
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OpenDocument Syntax - Introduction
The basic syntax:
http://:/BOE/OpenDocument/opendoc/openDocument.jsp?&&...&
Variable items are denoted inside of angle brackets
Your systems server name and port # needed to used instead of
:
Parameters1 through ParameterN are place holders for additional
parameters that can be used to control how and what is returned
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OpenDocument Syntax Considerations
No spaces in your URL!
Use a plus sign (+) in place of spaces if there is a space in one ofyour parameter values (ie. sDocName=Charting+Samples)
Ignore trailing spaces
Use an & between each parameter=value set
Connect parameter names and values with an equal sign (=)
Capitalization is VERY important
sdocname is not valid
sDocName is valid Use the HTML target parameter if you want the document to open
in a new window (ie. target=_blank)
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OpenDocumentDocument Identifier Params
You must use either iDocID or sDocName to reference which
document is to be opened iDocID is the preferred parameter to use since IDs are unique
within BOE
sDocName works as well but document names are not always
unique *I recommend using iDocID to avoid potential problems down the
road as your system gets bigger
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OpenDocument - Document Identifier Params
There are two valid values for iDocID
InfoObject ID
CUID
http://:/BOE/OpenDocument/opendoc/openDo
cument.jsp?iDocID=4767
If you use the CUID, you must all also use the sIDType parameter
http://:/BOE/OpenDocument/opendoc/openDo
cument.jsp?iDocID=AW4AVT1AUhVAogA6P7OQv9c&sIDType=CUI
D
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OpenDocument - Document Identifier Params
In InfoView/BI Launchpad, look at the Properties of the report
that you want to link to.
ID is 4770
CUID is AW4AVT1AUhVAogA6P7OQv9c
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OpenDocument - Document Identifier Params
sInstance
Optional parameter
Allows for call to an Instance of a Document
Values
UserLast instance for current user
LastLatest instance
ParamLatest instance with matching WebI or Crystal Reports
parameters passed.
http://:/BOE/OpenDocument/opendoc/openDo
cument.jsp?iDocID=4767&sInstance=Last
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OpenDocumentInput Parameters
lsS[NAME]
Optional parameter but required if document needs it
Specifies a value for a single prompt
Substitute [NAME] with Parameter/Prompt name
Values
A single prompt value
no_value for an optional prompt
http://:/BOE/OpenDocument/opendoc/openDocument.jsp?iDocID=4767&lsSCountry=USA
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OpenDocumentInput Parameters
lsM[NAME]
Optional parameter but required if document needs it
Specifies multi value parameter
Substitute [NAME] with Parameter/Prompt name
Values
Multiple values separated by commas
no_value for an optional prompt
http://:/BOE/OpenDocument/opendoc/openDocument.jsp?iDocID=4767&lsMCountry=USA,Mexico,Canada
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OpenDocumentInput Parameters
lsR[NAME]
Optional parameter but required if document needs it
Specifies range value parameter
Substitute [NAME] with Parameter/Prompt name
Values
Range values separated by double period (..)
no_value for an optional prompt
Crystal requires [], Webi does not
http://:/BOE/OpenDocument/opendoc/openDocument.jsp?iDocID=4767&lsRDateRange=[Date(2013,1,1)..Date(201
3,6,30)]
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OpenDocumentInput Parameters
sRefresh
Optional parameter
Forces document refresh
WebI Refresh on Open parameter will supersede this parameter
ValuesY or N
http://:/BOE/OpenDocument/opendoc/openDo
cument.jsp?iDocID=4767&sRefresh=Y
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OpenDocumentInput Parameters
sReportName
Optional parameter
Specifies which tab to show on open in a WebI report
Handy to use when you want a particular tab to show when there
are more than one tab in the document
http://:/BOE/OpenDocument/opendoc/openDo
cument.jsp?iDocID=4767&sReportName=Report+2&sRefresh=Y
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OpenDocument
Integrating
Into Your
Dashboard
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Determine how the user is going to access the WebI or Crystal
Report. Is there a requirement? Options Could Be:
URL Button to be clicked on manually
Clicking on a slice on a Pie Chart or a bar in Column Chart
Does the document require parameters to be passed?
Should the report/document open in a new window or the
existing one?
Dashboard Integration - Considerations
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URL Button can be set up to be clicked directly or invoked by the
change of a cell value URL value should be built dynamically in Excel model
Button can be visible or hidden
Useful for document that has 0 parameters
Dashboard IntegrationURL Button
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Nice way to allow the user to interact with the Chart
User can click on a slice or column to launch the report
Chart actually is configured to insert the selected row value into
another cell
A URL button is added and hidden
URL button is configured to fire off click event on the change of
the cell that the selected chart row was placed in
Selected chart value can be passed to the report as a parameter
to tailor the report data to be specific to that value
Dashboard IntegrationPie Chart/Column Chart
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Filter Objects
Combo Boxes
Gauge with URL button layered on top
Use your imagination!
Dashboard IntegrationOther Options
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Break the URL out into different cells in Excel
Reuse pieces if you have more than one OpenDocument call
Create some logic to toggle between a direct URL and relative one
Use relative URL in Production
Important in a load balanced environment
Saves modifications when migrating to a new version
Use the Excel Concatenate function to create the full URL for each
OpenDocument call that you need
Dashboard IntegrationBuilding the URL
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OpenDocument
DEMO
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Avoiding data crammed into your Dashboards will make them run
more efficiently and make your users happier Using WebI and/or Crystal Reports for detail data makes for a
better presentation of large amounts of data
Dashboard development time is reduced by limiting your
dashboard to just KPIs and Metrics
Return on Investment
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Use iDocID when specifying which document you want
Leverage relative URLs in your Excel model to avoid problemswhen migrating between Dev/Test/Prod or when upgrading
Keep the volume of records to the minimum in your Dashboard
Use WebI and/or Crystal Reports to display detail data when
needed
Build parameters into your reports and pass values to them to
tailor the report output
Best Practices
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OpenDocument is great tool to provide ways to provide detail
behind KPIs in your dashboard Dashboards work more efficiently with less data in them and
linking out to detail reports works well with this model
WebI and Crystal Reports handle large amounts of data better
than Dashboards
Key Learnings
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Questions?
Contact Info:
Brian Reed
and Finally
mailto:[email protected]:[email protected] -
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