Unit 5
Analytics and Reports
Speaker’s Name, SAP
Month 00, 2018
INTERNAL
Partner logo
Agenda
Unit objective
Dashboards & Reports
Cloud reporting guidelines
Unit exercises and quiz
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Chapter 1
Viewing and generating business reports
Key capabilities
Real time overview Individualized Customize your Real time printing
of how teams are reports about dashboards & using cloud
performing your service and reports with drag & solutions
consumption of drop designer
your inventory
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Pre-built queries addressing dashboard scenarios
Allows you to create
1 report with Pre-built
query
Allows you to modify
2 queries or create
your own SQL
queries
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Building dashboards using SQL queries (pre-built and customized)
Analytics
and
Reporting
Dashboards
Pre-buit Query Modify Query
Select a chart Advance
settings
Chart Title Query
Chart Type Data Transfer
object
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Viewing and managing reports
Analytics
and
Reporting
Dashboards Reports
Preview Add new
Pre-buit Query Modify Query existing report
reports templates
Select
Advance generate Directed to
Select a chart
settings button Coresuite.com
View reports
Chart Title Query Upload report
from list
Download
selected report View report
Data Transfer
Chart Type under Preview
object in PDF, word or
excel format Report option
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Standard reports
Every SAP FSM account comes with a set of embedded
report templates covering the most common use cases.
Currently those templates can’t be modified or deleted by
users but only by the SAP support team. The administrators
can preview these report templates.
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Example: Generating a service call report
4. Download service 1. Select the service call
call report record
3. Upload
a logo and 2. Select the preview
customize report
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Instructor: Live demo and exercises….
Unit 5 – Exercise 6: Create new Dashboard
This scenario describes below functionalities of SAP Field
Service Management:
New dashboard creation within Analytics and Feedback
module
It starts with the Dispatcher creating a new dashboard
dashboard with pre-built query for the most serviced DEMO SCRIPT REFERENCE:
equipment. The Dispatcher sees it in different views: pie, Unit 5 – Exercise 6: Create new
line and column. Dashboard
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Students: Classroom exercise
Unit 5 – Exercise 6: Create new Dashboard
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One page summary
The SAP FSM Analytics & Reporting dashboard allows you to visually track key performance
indicators, so that managers can see at a glance how departments, teams and employees are
performing.
When you create a new report, you will enter the following information:
Select a Sample Chart
Chart Title
Chart Type
You can create a dashboard by selecting the Advanced Settings option
Generated reports can be downloaded by selecting the download icon from the action row.
Generated reports can be downloaded to PDF, excel, and/or Word format.
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Chapter 2
Cloud reporting guidelines
SAP FSM reporting
A report template contains style files, translation files and images
Generating cloud reports for SAP FSM
Embedded Custom
reports report templates
Using Using Using Using
Client Application SAP FSM API Jaspersoft Studio SAP Report Designer
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Building report templates using
Jaspersoft Studio
No live demo but only steps on how to build reports using Jaspersoft Studio
Building report templates using Jaspersoft Studio
Reports: create your own reports in
1 Jaspersoft with the SAP FSM plugin
Easy integration: upload your reports to
2 the cloud and see immediate results on
your mobile devices
Data source (not accessed directly): use
3 all data available by API for your reports
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STEP 1: Installing Jaspersoft Studio
You can download Jaspersoft Studio from
http://community.jaspersoft.com/project/jaspersoft-Studio.
Make sure that you have one of the newer versions.
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STEP 2: Installing Report designer plug in
Start Jaspersoft Studio, then select
Help > Install New Software.
• Click Add... in the top-right corner.
• In the Add Repository dialog that appears, enter Report Designer for the Name and the following URL for the
Location: http://reportdesigner.coresuite.com/updates/
• Click OK.
• In the Available Software dialog, select the checkbox next to Coresuite Report Designer and click Next.
• In the next window, you'll see a list of the tools to be downloaded. Click Next.
• Read and accept the license agreements, then click Finish. If you get a security warning saying that the
authenticity or validity of the software can't be established, click OK.
• When the installation completes, restart Eclipse..
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STEP 3: Create a new Data adapter
Data adapters are basically your connection to the
cloud (to access your data). You can create as many
data adapters as you need (eg different companies)
STEPS TO INSTALL DATA ADAPTER:
• This process must be done from the Repository
Explorer folder
• Enter your coresuite account credentials and click
Login.
• Choose your company.
• Click Test to make sure that your connection is
working.
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STEP 4: Create a new project
Project Explorer:
A Jasper project is a container for
your report. It includes designs,
style files, translations and
images.
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STEP 5: Create a new report
CREATE A NEW REPORT
In Jasper report you can create a new one inside
your project, using the blank template or you can
download an existing report from cloud and
modify this report
The main report must be named report.jrxml as
this is the starting point.
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STEP 6: Define Data Query
DEFINE A DATA QUERY
Here you define what data is to be included in your
report
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STEP 6: Define Data Query (contd.)
• Open the Dataset and Query Dialog dialog (the icon in the top right
corner of the Design view).
• Select your data adapter and Core SQL as the query language.
• Enter the following query in the query panel:
BusinessPartner ? query = id = $P{businessPartner.id} & dtos =
BusinessPartner.12
• This query will return a business partner with the given id. The dtos
parameter specifies the version of the transfer object. For more details
please refer to the coresuite API documentation.
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STEP 7: Creating fields
CREATE FIELDS
Report field represents a
way to map data from data
source into the report. You
can define a field yourself,
or click the Read Fields
button to retrieve possible
fields.
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STEP 7: Creating fields (contd.)
• Add a new field businessPartner.name of the type java.lang.String. You can add more
fields if you like. Once you're done, go to the Design window, drag and drop the field
from Outline view to Detail band. For every business partner, in our case just one, a
detail band instance will be inserted into your report.
• Mapping UDF: There are 3 ways of mapping UDFs
1. Get by UDF name
SELECT bp.udf.CcEmail FROM BusinessPartner bp WHERE
bp.udf.CcEmail='
[email protected];
[email protected]‘
2. Using a function
SELECT getUdfByName(bp,'CcEmail') FROM BusinessPartner bp WHERE
getUdfByName(bp,'CcEmail')='
[email protected];
[email protected]'
3. By UDF meta
SELECT getUdfByMeta(bp,'58186B814E8C41FAAA74D303C809C633') FROM
BusinessPartner bp WHERE
getUdfByMeta(bp,'58186B814E8C41FAAA74D303C809C633')='
[email protected]’
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STEP 8: Create Parameters
The parameter represents some data
which is used in the report, but is not
present in the data source.
• Add a new parameter
businessPartner.id of type
java.lang.String by adding a custom
property on it with the name
“autoSet” with the value
“objectId”.
This will allow the client applications to
generate input fields so the user can
select a business partner for the report.
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STEP 9: Publishing reports: Upload report template
Make sure that the project is compiled without any
errors and then upload the project to your coresuite
cloud account to have it published
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STEP 9: Publishing reports: Upload report template (contd.)
• Select the project you want to upload.
• Select the company database to which you would like to upload the report.
• Select Project > Upload the Report to SAP FSM Cloud from Eclipse menu.
• Select the connection you want to use.
• Select the project you want to upload.
• Choose the name under which your report will be visible. Keep in mind that the
name has to be unique.
• Click Finish.
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STEP 10: Publishing reports: Download report template
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STEP 10: Publishing reports: Download report template (contd.)
• Select the project you want to upload.
• Select Project > Download the Report from SAP FSM Cloud from Eclipse menu.
• Select the connection you want to use.
• Select the project you want to download.
• Click Finish.
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STEP 11: Build the report
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One page summary
Jaspersoft Studio is a free, open source, Eclipse-based report designer.
SAP FSM encourages use of Jaspersoft Studio to create customized reports and report templates.
Jaspersoft Studio allows you to create sophisticated layouts containing charts, images, subreports and
much more for SAP FSM.
Report Designer is a plugin for Jaspersoft Studio which allows you to design reports for SAP FSM
solution.
Attention: Don’t mix up the PDF based reports designed with Jaspersoft with the (limited) capabilities for
the dashboard charts!
Data Adapter is a connection to a cloud database and defines the data source for your report. You can
create as many data adapters as you need. It is basically your connection to SAP FSM
You can also download report templates from your SAP FSM Cloud account. OR You can build your
report by going to the Analytics and Reporting module and signing in with your SAP FSM account
credentials.
Report parameter represents some data which is used in the report, but is not present in the data
source.
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