Presenting Enterprise Reporting "Catalog" to end Users

Hi,
My company is currently looking at providing a method for presenting all our production BW reports to our end users (probably via Web browser). Requirements include publishing documentation on the reports useage intent and a list of a report's fields with detailed business descriptions of the fields in the report. The ability to select a field and search the "library" for reports that use that field is also being looked at.
Wondering if anyone has already undergone this type of task and would be willing to provide some details and/or advice. If anyone knows of a forum post or Weblog that may already cover this information that would be great as well.

Hi Shaun, Can you please let us know how you solved this , we are looking to implement something similar, Thanks Tegala

Similar Messages

Deploying a report to the end user without using Crystal Reports Server

Hello,
I'm using Crystal Reports Professional XI.
I finished creating a report that contains several subreports. Now it's time for me to deploy the report to the end user so that they can start running it. The company that I'm doing this consulting work for does not have Crystal Reports Server setup so what is the best approach to deploying this report to the end user? For now it would just be one user using the report but down the road there could be other people within his department that are running it as well.
if you have any questions or need additional information to answer my posting just let me know. Have a good day.
Regards,
Ting

Hi Ting,
I see now.... In older versions of CR like 8.5 there was a Deployment Wizard one could use to compile the report and runtime into an executable to run on an end users PC so that user could preview and refresh the reports.
That ability stopped as of CR 8.5 or earlier, I don't recall exactly now.
Yes, if they want to be able to run your report they will need to install a copy of Crystal Reports, then just send them your RPT file, they can then set Database location to their DB Source and then preview and refresh the report as required.
Or as mentioned use a third party app to do the same or write your own. It's quite simple to do and likely one of our samples applications is all you need with a few basic changes, report source and DB log on info would need to be updated.
As for licensing, the end user must purchase a copy of Crystal Reports to be able to use your application. Third Party app's would include the licensing mostly but check with them if you go that way.
The convenient part is if the users want to write their own reports they can.
And for your sake if you want to protect your reports the next version of CR has a read only RPT file format that all the user can do is preview and refresh the report. They can not edit it in anyway.
Thanks again
Don

Download and Upload Report Layout for End User

hi, i did the following
1. create an xml data file
2. load in in bipublisher
3.create a layout
4. create a report query in apex and load the rtf created in step 3
5. test the report.
it works fine.
my requirement is for trained end users (bipublisher trained) to download the rtf and edit it if need be. most of the editing will be text and they will not be editing any data fields. i will create a button for the end user to download the report layout, but what api can i use to download the rtf for them and where should i move the report layout (any apis for this) upon upload after the rtf is edited by the user.
thanks
a

hi check this document
http://docs.oracle.com/cd/E21764_01/bi.1111/e13880/T539768T526688.htm#5851577
http://docs.oracle.com/cd/E21764_01/bi.1111/e13880/T539768T526688.htm

How to view just Reports by one end user in OIM

Hello
How could I make just one end user to view only "Reports link" in OIM web console? When I login with xelsysadm into OIM then i can view all links in left panel. I would like to provide one end user just to view reports but not the others.
Pls suggest.
Thanks!!

Those are probably set on the "All Users" group. You'll need to remove the default menu items all user's get and create new groups that provide what is needed to those users. You cannot remove a user from the All Users group.
-Kevin

Present final report at the end of the form.

We are working on a performance evaluation form.
There´s a part of it where we specify performance factors, the qualification is from 1 to 5. If the qualification is between 1 & 2.9, it needs a developement plan.
I would need two things, first if the value entered is between 1 % 2.9, the background color to turn red. But at the end of the form get "a report" with all the performance factors that are between that qualification rate, so the evaluator makes a plan for it.
I´m using LiveCycle Designer ES 8.2
Hope to explain enough,
Thanks in advance!

Vik,
You are on the right track with the sub-report.
1. Create your letter in a separate report.
2. Add the Letter Report to your original report as a sub report in the group footer.
3. Set the report links on the "Group By" field.
This will give you a letter record for each report record with the same grouping as the main report.
Hope this helps,
Jason

Error in the presentation of processes to the end user

Hi all
when i am logging into the portal with userid then when i click on the role which contains the iview of the wedbynpro related to GP process
(Portal Content of type Java Web Dynpro and use the following Web Dynpro application provided by SAP: AInstantiation under namespace sap.com/cafeugpuiinst.
In the Application Parameter property of the iView specify the process id of the GP process in the parameter process.template.id e.g. process.template.id=A7A896EFADF811DBC0640016353AC84F&process.autostart=t )
when i click on the instantiation tab and generate the URL and i clicked on the "open the instantiation app" then i am getting the error as " Action is ready for processing by another user or role" ......requied help how to solve this
when i click on the iview then i am getting the error as "nothing has to be displayed"
please help me on this
Regards
Sunil
Edited by: Sunil Kumar on Apr 11, 2008 9:43 AM

Hi,
You can open any process in an iview which is assigned to a page and to a role. Once you click on this role, the process will get initiated and the webdynpro application will be displayed.
If you open the instantiating url, it will ask for the input parameters that are to be passed to the application and initiates the application. It does not display your webdynpro page.
For the iview you have created, Assign this iview to a page, and then assign it to a role. Assign the role to your user id and then open the role. Also mention in the iview parameters if any role based information has to be passed.
Award points if helpful.
Regards,
Sujana

End Users Side Procedure

Hi All,
I am new to this Forum. We are experiencing lot of problems everyday. I am an End User. Dont know i am at right place or not.
We are using Unity Software by J.D.Edward.
Can you please explain me the Daily Sales Order Report process for end user side?

Hi,
Did you automatically create BPs using DSWP.
To be able to identify the key user in all systems that are connected to the SAP Solution Manager, you need to supply the following ID numbers (in the role, tab) in Transaction BP.
CRM001 <System ID> <Installation Number> <Client> <User Name> (separated by a space, for example, XYZ 1234567890 800 DEMOUSER).
Hope this will solve your problem.
Feel free to revert back.
--Ragu

ALV Document for End Users

Hi:
I need a document on ALV which explains genereal functionality available for reporting for the end users. We created couple of ALV report

Hi Dev,
Sap provides a set of ALV (ABAP LIST VIEWER) function modules which can be put into use to embellish the output of a report. This set of ALV functions is used to enhance the readability and functionality of any report output. Cases arise in sap when the output of a report contains columns extending more than 255 characters in length.
In such cases, this set of ALV functions can help choose selected columns and arrange the different columns from a report output and also save different variants for report display. This is a very efficient tool for dynamically sorting and arranging the columns from a report output.
<REMOVED BY MODERATOR>
raam
Edited by: Alvaro Tejada Galindo on Apr 22, 2008 10:39 AM

How can i set end user

HI,
I'm very new for this BI and dba.. I need one solution regarding view ... That's after development i want to give the reports to the end user.. So how to create end user.. For example if i want give reports to HR department then how can i give that to HR.. That is how can i set this end user.. Is there any web services related issues are there else any ideas behind that .. How to create this end user...
Regards,
R.Gobinath.

Hi
If you are using Discoverer in conjunction with E-Business Suite and your company has told Discoverer to operate in what is called Apps mode then the user accounts are picked up from E-Business Suite. So in this scenario you would need to get your EBS system administrator to create the account, assign a password and then assign one or more responsibilities that have been granted permissions in Discoverer.
In all other cases, when you are not running in Apps mode, then the user account will be a database account. As such, you would get your DBA to create the account and assign one or more roles that have been granted permissions in Discoverer.
SUMMARY:
When running in Apps mode, the user accounts are managed by the EBS system administrator and Discoverer understands and can work with Apps responsibilities.
When running in non-Apps mode, the user accounts are managed by the DBA and Discoverer understands and can work with database roles.
Hope this helps
Best wishes
Michael
http://ascbi.com

The end user want to choose chart type

Hi experts,
I have WAD reports and the end user wishes to select the chart type and graphics color at runtime. This is possible do it in BW version 3.5?
Greetings & Regardas,
Leonel

Hi
Check the following steps :
1) Drag and drop a Button group item ( BUTTON_GROUP_ITEM_1) from Standard Web Item panel .
2) Goto Web item Properties of BUTTON_GROUP_ITEM_1 .
3) Under internal display -> List of button -> Create first button ->click right most button there
This follows a Edit parameter Dialog box
4)Provide a caption
5) Action ->select : Command via Command wizard
6) Command-> Select by clicking right most button
This follows a Edit command Dialog box.
7) Click on All commands tab -> Commands for Web item ->Double click on Call Chart Properties Dialog
8) Then in Command Target -> Target web item -> Select the target chart say CHART_ITEM_1 -> OK -> Ok
Hope this helps.. Ask if you stuck somewhere
Sonal...

Display Conditions available for end users

I have just created a report with 9 conditions and n number of possible combination of the conditions. I was wondering if it's possible to create some sort of prompt when the user logins to that report so the end user is able to choose the conditions for the report (instead of going to Tools, Conditions ...).

Not as such.
However, it is possible to have a parameter that the user enters (ie: name, role, whatever) and each of the conditions can have a CASE statement for each possible entry.
ie: something like:
CASE WHEN :parm = 'TONY' THEN SYSDATE-60 WHEN :parm = 'ANNE' THEN ADD_MONTHS(SYSDATE,2) END
Russ

BEX Reporting End user Training

Hi,
We need to train the end users on bex reporting.Please help with the presentation/documents for training.It would be great help ful.
Thanks in advance
Soujanya

Hi Soujanya,
Check these docs
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/828d9590-0201-0010-95a7-ea8cf8814b94
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/ec20a990-0201-0010-f291-d1d039975e41
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/a249a990-0201-0010-e18e-b2f5ed135497
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/bc4fa990-0201-0010-588e-ca4e63050d6d
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/b931a890-0201-0010-268d-a7bedf8aa720
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/f0aca990-0201-0010-0380-f3aac4127a57
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/3541a990-0201-0010-f1ae-b24b72690df7
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/2642ab90-0201-0010-9193-d59de66cbab4
http://searchsap.techtarget.com/searchSAP/downloads/chapter-august.pdf
Regards,
R.Ravi

How to create a product catalog in crm(by the end user of the system)?

how can we an end user create a product catalog?
what is the diff b/n prod cat and prod?
we download the prod from r/3.
how we get the prod cat done in crm for the customers and consumers and how it is done?
thank you,

hi
first of all we need to look at what is catalog management before proceding with product and product catalog.
You use this business scenario to create a centralized product catalog that contains product descriptions, multimedia objects, pricing, and associated literature. The catalog enables quick and easy customer access to timely and personalized product information, structured in such a way that most meets your customers needs.
Product catalogs are implemented in sales processes and are of particular importance in CRM Web Channel for presenting your products in the Web shop.
difference between the product and product catalog
this is not the thing that product and product catalog are completely different entity.
Product catalog :   A grouping together of products from your product master data, in a structured hierarchy.
You use product catalogs to group together products to present them in the Web shop, Interaction Center, or in other forms of media, for example printed format or CD-ROM.
You can create various catalogs for your products in the product master and use them according to a validity date. For example, you could use certain products for the summer season, and other products for the winter season.
You can also tailor your product catalog to meet other needs by creating catalog variants. For example, you can create a catalog in English with the prices displayed in US Dollars.
so by above definition it is very much clear that products are actually assign to the catalog,i will give you an analogy that museum is a kind of catalog and you add different pictures to the museum,in the same way you add product to the product catalog according to the acatlog variant.
Now how you assign product to product catalog
Product Assignment
You assign products manually or automatically to a catalog area, depending on the catalog type. The product ID, product description, and status of all products is displayed, as is the information as to whether the item contains accessories or if it is a configurable product.
Prerequisites
You have created products in your product master in SAP CRM under Accounts and Products
Process
You select a catalog area in your product catalog, and edit the item list by assigning products to the area.
Manual Assignment
You can assign products manually on an individual basis or by copying a catalog area. You tend to choose manual product assignment for marketing-oriented catalogs that are subjected to editorial controls.
      Individual assignment
      In this case you select the catalog area in which the product should be assigned, manually search for the product in the product master, and assign it to the area.
      Copying items from catalog areas
      You select an area or subarea from another catalog and copy it to your new catalog. The system copies all products from the copied area to the new catalog, as long as they belong to the distribution chain assigned to the target catalog variant. From these products, you can then manually determine which products from the copied area you want to keep and which items you wish to delete.
The following is true for manually assigned products:
      You can activate or deactivate items on an individual basis.
      You can edit the list of accessories for manually assigned products. The system determines which accessories are maintained for the product in the product master and displays them in the item area of the catalog. You select which accessories should be displayed for the product in the catalog and activate them.
      Manually assigned products can be included or removed from catalog views on an individual basis.
Automatic Assignment
You can assign products automatically to a catalog by transferring product hierarchies from your product master to the catalog areas. The categories, items, attributes, and documents contained in the product hierarchy are copied to the new catalog.
You use automatic product assignment mainly for functional catalogs, where products can be copied with very few changes, from the product categories of the product master. It enables a standardized characterization of your products in the catalog.
The following is true for products assigned to the catalog using product hierarchy transfer:
      Product categories which make up the hierarchies become catalog areas in the catalog.
      Product categories in the product hierarchy must be assigned to the distribution chain to which the target catalog variant is assigned. Otherwise the category is not transferred. The same applies to the items, texts, and documents assigned to the category.
      Items are always active and cannot be individually activated or deactivated.
      Accessories maintained for transferred product in the product master are automatically included and displayed in the catalog.
      Transferred items cannot be individually included in catalog views or removed from them. Instead all items of the hierarchy are always contained in the view.
      Lists of characteristics for transferred categories and items can be automatically created when transferring product hierarchies. The transferred values are included in the item overview of the product catalog.
how to create a product catalog
just have a look at this link
http://help.sap.com/saphelp_crm60/helpdata/en/1c/12b2dc57d644d19ea3a5c4156f904f/frameset.htm
your query regarding the products you have uploaded from the R3,now as above i said how you maintain and create the product catalog ,you just assign the products uploaded from the R3 to the product cataloag created in CRM.
more detail info you can see in these links
http://help.sap.com/saphelp_crm60/helpdata/en/91/be9642e5ef0731e10000000a1550b0/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/46/27f09d25da5a68e10000000a1553f7/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/46/037716cfc604a9e10000000a114a6b/frameset.htm
if you read carefuly what i have said,it is pretty easy to implement ,you will see it yourself
guess it will help you
do revert back in case of any doubt
best regards
ashish

End User will build the report by himself by choosing the columns from tabl

We are using Oracle 10g Application server (Forms and Report Services), Forms and Report., our most urgent requirement is End User have to build the required reports by him Like wizards style, (Example Adhoc, MIS reports)., More clear, from the form we want to show all the tables structures, queries, after that end user will choose some columns from the form and specified the condition by himself to run the report after that he will press start button , then automatically report has build for the selected columns from the end user., and this report is parmanent afterwords., he can use any time.
Like this kind of report building is possiable , anyone has faced same situation.

Yes it is.
In BW, this can be achieved by using document management. The option will be available to the user via context menu in the report (goto-->documents - text/pdf/img etc). In your case user can choose to create/change/display a 'text' document, which will be attached to the report.
cheers,

Best way of creating a report where end user can maintain names in groups

I'm working on a project as a independent consultant for a company and I'm using Crystal Professional Reports version XI.
I have a main report and a subreport that contains summary totals. I'm going to link the two reports by a date parameter range. For the subreport, the report is going to be grouped by four groups. Each of the groups contain a list of names. What would the best approach to give the end user who will be running the report on a daily basis to add or remove names for each of the groups when end user is prompted to run the report?
   I want to make it easy as possible for the end user to maintain this list in the sub report because of the following reasons: after the report is deployed,I will not be there on site to maintain it instead I will be available over the phone for support and the end user is the manager of the department and is not a Crystal reports developer or programmer.
   I hope that made sense. If not I can give more details. Have a good day.
Thanks for your help,
Ting

Well let me start by saying that maintaining hard coded lists in a report definition is a bad idea and should be avoided if at all possible.
This of course means that it isn't always possible... In fact I have a few of my own reports that suffer from the same situation. Here is the way I handle it to make the list maintenance as easy and error free as possible.
#1) I created a new Report Custom Function. Let's call it NamesToGroups. The function will look like this... (Crystal Syntax)
Function (stringVar PersonName)
SELECT PersonName
CASE
"Gustavo Achong",
"Catherine Abel",
"Kim Abercrombie",
"Humberto Acevedo",
"Pilar Ackerman",
"Frances Adams",
"Margaret Smith",
"Carla Adams" :
    "Name of Group 1"
CASE
"Jay Adams",
"Ronald Adina",
"Samuel Agcaoili",
"James Aguilar",
"Robert Ahlering",
"François Ferrier",
"Kim Akers",
"Lili Alameda",
"Amy Alberts" :
    "Name of Group 2"
CASE
"Alberto Baltazar",
"Wayne Banack",
"Darrell Banks",
"Norma Barrera",
"Gytis Barzdukas",
"David Bartness",
"Karel Bates" :
    "Name of Group 3"
CASE"Donald Blanton",
"Linda Burnett",
"Michael Blythe",
"Gabriel Bockenkamp",
"Michael Bohling",
"Eli Bowen",
"Lester Bowman",
"David Bradley" :
    "Name of Group 4"
Default : "Unknown Name"
Note that the list setup makes it easy to see who's in what group and makes it easy to add new people to the correct group...
#2) Now you can simple use the function in a formula. Lets call it NameGroups and the formula would look like this...
NamesToGroups({TableName.FullPersonName})
#3) Now NameGroups is available for grouping or selection purposes or just to add as a formula on the design surface.
#4) If you are using CRS or BOE the function can be saved to the repository for use in other reports as well
Now any time a new name needs to be added, the user can access the "Report Custom Functions" are of the Formula Workshop and add the name to the function, which in turn, will be propagated through the rest of the report. It's also easy to see how the function is actually working so that new groups can also be easily added.
HTH,
Jason

Presenting Enterprise Reporting "Catalog" to end Users

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