SAP Business One,

version for SAP HANA:

Pervasive Dashboards

d e only with an image

Us e this ti tle s li
Objectives

At the end of this topic, you will be able to:

 Create a pervasive dashboard
 Add actions to a pervasive dashboard
 Embed analytics into a window using action functionality

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Insight to Action

Enhancements:
 Launch actions from dashboards in the
new HTML5 cockpit
 Drill into details behind analysis.
Benefits:
 Easy access to the transactions and
additional data behind the analytic
results
 Ability to take immediate action based
on analytic insights

Motivation: Turn insight into action

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Business Example

The sales manager at OEC Computers checks his dashboards

frequently and would like a way to take immediate action after gaining
an insight from analysis.
He would like more insight into sales opportunities and the customers
associated with each opportunity. He proposes creating a dashboard
with a pie chart for top customers who generate opportunities for his
sales team.
When viewing the chart he and his sales team should be able to see
more information on that customer and their past behaviors.
Also he would like each customer record to have a sidebar with analytics
showing the number of opportunities won, lost and open.

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Dashboard with actions

Here is a cockpit dashboard for customer opportunities designed

to launch 3 actions
 Mouse over a section to see dimension and measure
 Right-click to open context menu with options

32%

10%
32%
10% C42000
45050
16%

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Four Types of Actions

The Pervasive Analysis

Designer allows you to
add 4 types of actions:
 Trigger an enterprise
search
 Open SAP Business
One window
 Open an Advanced
Dashboard
 Link a sidebar to
SAP Business One
window

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Process Steps for Dashboard Design

You will find the first five process steps for

designing a dashboard familiar.

1. Select the data source.

2. Choose measures and dimensions.

3. Choose chart type.

4. Set a limit for number of values displayed.

5. Specify any filters and parameters.

The sixth step is a new addition in release 9.1.

6. Add actions to the dashboard.

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Example A – Pervasive Dashboard with Actions

The sales manager would like more insight Click icon to add picture
into sales opportunities and the customers
associated with each opportunity. He
proposes creating a dashboard with a pie
chart for customers who generate
opportunities for his sales team.
When viewing the chart a sales person
should be able to see more information on
that customer and their past behaviors.

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Creating Dashboards

The Pervasive Analytics Designer is where you create and edit dashboards,
key performance indicators (KPIs) and advanced dashboards.

The first step to create a dashboard is to choose New Dashboard.

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Select the Data Source

The first step is to

select the base data
source.

You can open a list of

available sources by
choosing the Select
Base Data Source
icon.

When you choose a

data source, the
definition of the data
source and its results
appear.

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Choose Measures/Dimensions

 The measures and dimensions

from the data source appear.
 Drag measures and dimensions
to the target area for your
dashboard.
 For measures, select a
calculation method: Sum,
Average, or Original.
 Sort the data of the measures:
ascending or descending
 Drag dimensions up or down to
change their display order.

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Choose a chart type

 The next step is to choose a chart type

that will represent data well for this
dashboard
 As you choose the measures and
dimensions, a chart appears on the right
of the Basic Settings tab.
 Use the dropdown to change the chart
type.
 The Strategy Type option allows you to
create a dashboard that forecasts data.

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Limit Results

Using the Limit to Top bar,

you can set the number of
results to show between 5
and 30 top values.

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Filters and Parameters

 In our business example, we will not

use any filters or parameters.
 However, if you wished to include them,
you could do so on the Filter and
Parameter tab.
 To set up a filter, drag a dimension to
the filter area
 A window appears where you can
select a filtering value or range.
 To set up a parameter, just drag a
dimension over to the parameter area,
then specify the default value.

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Action 1: Enterprise Search

To set up the action:

1. Choose the radio

button for
2 triggering an
Enterprise Search
3
2. Give the action a
name that will be
used in the context
menu
1
3. Choose a
dashboard
dimension that will
supply the value
for the search

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Launching the Search Action

 A user can right-click on

the chart and launch the
Enterprise Search from a
list of actions
C42000
 The customer code 45050
associated with that pie
chart section is then
passed into the
Enterprise Search

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Action 2: Open a window

 Open the Edit Action

(Dashboard) window
 Choose the radio button:
Open SAP Business One
window
 Give the action a name
 Choose the window to open

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Data Binding for an Action

 Data binding allows us to

specify which dimension’s
value to pass to the
window.
 We pass the value from
the customer dimension
from the chart to the
window.

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Using the Action in the Cockpit

 When a user views the

dashboard in the
cockpit, the action
appears in the context
menu. C42000
45050
 When the window
opens, it displays the
master data for the
customer chosen in the
chart.

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Launching Documents

Setting up an action to launch The difference is that there can be many

document windows is the same documents for a business partner.
as setting up an action for
master data windows.

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Action 3: Open advanced dashboard

The sales manager wants

his team to view a page
with information for each
customer whose data
appears on that chart. C42000
45050

We can do that
by adding an
action to open
an advanced
dashboard.

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Setting up advanced dashboard action

1. Choose the radio

button. 2
2. Give the action a 3
name.
4
3. Specify which
advanced dashboard
to launch.
1
4. Set up data binding
to pass the value to
a filter used in the
advanced
dashboard.

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Action #4 - Linking the Dashboard to a Form

 In version 9.1, the process of

embedding analytics is integrated
as an action.
 The Link to B1 Window action will
not appear in a dashboard when it
is used in a cockpit.
 The process for linking the
dashboard to an object is similar
to the other actions.

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Example B – Embedding Analytics

The sales manager would like each customer

record to have a sidebar with analytics showing
the number of opportunities won, lost and
open.

To achieve this result, we create a pervasive

dashboard that shows opportunity status for
business partners.

We add an action to link the dashboard to the

Business Partner Master window.

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Create the dashboard

For our dashboard:

 Data Source:
Sales Opportunity
Analysis Analytic View
 1 Measure:
 Count (as a sum)
 2 Dimensions:
 BP Code
 Sales Opportunity
Status
Note that you must have a
 Chart type: dimension in common
Column Chart between the data source
and target window.
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Create the link

In the Edit Action

(Dashboard) window:
 Select the Link to
SAP B1 window
radio button.
 Name the action.
 Select the window
In our example, the target window is the
where you want
Business Partner Master
the dashboard to
appear

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Data binding

 Select the dimension

that corresponds to a
field in the target
window.
 Unlike previously, you
can select more than
one dimension/field
for the window.
 For our example, we
choose the BP Code
from the data source
to map to the BP code
in the Business
Partner Master
window.

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Viewing Embedded Analytics

When we open a customer record, we see a filtered version of the analysis

showing the number of won, lost and open opportunities for that customer.

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Authorizations for Viewing and Creating Dashboards

 To view the content inside pervasive

dashboards, users must have authorization
for the data sources displayed.
 If a user does not have access to the query
category for the query or the view in the
semantic layer behind the dashboard, they
will not be able to see data.
 To create or edit any objects in the Pervasive
Analytics Designer, a user must have
authorization for the query manager.

Menu path: Administration > System

Initialization > Authorizations > General
Authorizations

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Summary

Here are some key points to take away from this topic:
 You can set up a pervasive dashboard with actions for opening an
SAP Business One window, trigger an enterprise search, or open an
advanced dashboard containing related analytics.
 These actions appear in a context menu opened by right-clicking on
the dashboard.
 Data binding is used to filter the data in the opened window, the
enterprise search or the advanced dashboard.
 As of release 9.1, the action functionality is used to embed analytics
in a SAP Business One form.

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Related Information

For more information on pervasive dashboards and

adding actions to the dashboards:
 How to Guide: How to Work with Pervasive Analytics

For information using dashboard widgets in a cockpit:

 Role-Based Cockpit
 How to Guide: Working with the Fiori-style Cockpit

To learn how to create an advanced dashboard that

contains dashboard widgets :
 Create an Advanced Dashboard

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