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SAP Query: How to Use,

Use and Expand use


]
Tammy Powlas
Fairfax Water
ASUG Volunteer
SAP Mentor

[ GRAZIELLA SBALCHIERO
ASUG INSTALLATION MEMBER
MEMBER SINCE: 2009

[ APRIL ZANELLI
ASUG INSTALLATION MEMBER
MEMBER SINCE: 2005

[ ARVIND SINGH
[ Fairfax Water
ƒ Largest Water Utility in Virginia
ƒ 1 7 million customers
1.7
ƒ AAA bond rating
ƒ 400 employees
p y
ƒ Fairfax Water produces, on average, 160 million gallons of
water per day.
ƒ One
O out off ffive Virginians
V gets their
h water from
f FFairfax
f W Water

Real Experience. Real Advantage. 2


[ Learning Points
ƒ What is SAP Query
ƒ How to set up SAP Query
ƒ Creating Reports with SAP Query
ƒ Keyy Questions before usingg SAP Queryy
ƒ Discuss how to use with BusinessObjects (BW not required)

Real Experience. Real Advantage. 3


[ Learning Points
ƒ What is SAP Query
ƒ How to set up SAP Query
ƒ Creating Reports with SAP Query
ƒ Keyy Questions before usingg SAP Queryy
ƒ Discuss how to use with BusinessObjects (BW not required)

Real Experience. Real Advantage. 4


[ What is SAP Query?
ƒ SAP Query is a powerful, easy-to-use, reporting tool used to
create reports
p from anyy ECC module or Solution Manager g (any
( y
ABAP back end) with limited or no development
ƒ Can query from one or more tables
ƒ Used to be known as ABAP Query
ƒ Provides users a wide range of output such as lists, statistics,
ranked lists and easy downloads to Excel
ƒ Before using, check if SAP standard reports might already meet
your requirements

Real Experience. Real Advantage. 5


[ Basic Principle
p of Reporting
p g
Tools

Define Generate List

Source: SAP
6

Real Experience. Real Advantage.


[ Reporting Options
ƒ SAP provided reports
ƒ Custom coded reports (ABAP)
ƒ SAP Query
ƒ QuickViewer – Transaction SQVI – single
g use query
q y
ƒ Module specific Information Systems – LIS, Report Painter,
Report Writer, PMIS, SIS
ƒ Third
Th d Party
P
ƒ Business Warehouse/BusinessObjects

Real Experience. Real Advantage. 7


[ Why Use SAP Query?
ƒ Allows end users to develop, change, and execute their own
q
queries
ƒ “User-Friendly” end-user tool that requires no ABAP skills
ƒ No custom code to write and support
ƒ Users can start using fast
ƒ More flexible than custom code – users can easily change queries
ƒ Queries are easy to administer and support
ƒ All SAP Query functionality is supported in release upgrades
ƒ Queries can be written against
g anyy ECC application
pp module
ƒ Can be used for Operational BI Reporting (Crystal,
Enhancement Pack 5)

Real Experience. Real Advantage.


[ Learning Points
ƒ What is SAP Query
ƒ How to set up SAP Query
ƒ Creating Reports with SAP Query
ƒ Keyy Questions before usingg SAP Queryy
ƒ Discuss how to use with BusinessObjects (BW not required)

Real Experience. Real Advantage. 9


[ Use Cases
ƒ A use case captures the “contract” between stakeholders of a
system
y about its behavior under various system
y conditions
ƒ The primary actor initiates an interaction with the system to
accomplish some goal

Casual User

Power User

Report
epo t Developer
eve ope

Real Experience. Real Advantage. 10


[ Configuration Use Case
ƒ Actor: Report Developer
ƒ Description: Configuration of SAP Query
ƒ Successful criteria: InfoSets and User Groups created

Two Components:
ƒ User (query) groups
ƒ InfoSets

Real Experience. Real Advantage. 11


[ Configuration/How to set up SAP Query
ƒ Configuration steps:
ƒ Create User Groups
ƒ Assign Users to User Groups
ƒ Create InfoSet
ƒ Assign InfoSet to User Group

Real Experience. Real Advantage. 12


[ Create User Group
ƒ User groups are a collection of SAP users grouped together
ƒ Does not have anything to do with security
ƒ Access to data is still controlled by authorizations
ƒ How it works:
ƒ Assign each user to one or more user groups
ƒ The queries assigned to one of the user groups when created
ƒ All users in that group can see the queries when running SQ01
ƒ You assign the users of SAP Query by entering the user in user
group (Transaction SQ03)

A collection of
SAP users ggrouped
p
together
13

Real Experience. Real Advantage.


[ Creating User Groups, aka Query Groups

Global area or standard area

User Create/Change/Delete
Groups
Assign InfoSets

Source: SAP
14

Real Experience. Real Advantage.


[ SAP Query: Assigning User Groups
ƒ All users in a user group
ƒ Access the same InfoSets
ƒ See all queries for the user group
ƒ Can have different authorization for creating and changing
queries
i
ƒ For example, we created user groups for:
ƒ Accounts Payable
ƒ Customer Care Center
ƒ HR/Payroll
ƒ General Ledger
ƒ Consider creating along departmental lines

15

Real Experience. Real Advantage.


[ Step 1 – Create User Groups – SQ03

Queries from assigned user


group show up here to
access

16

Real Experience. Real Advantage.


[ Step 1 – Create User Groups – SQ03

•Enter transaction SQ03


•Enter a User Group Name
•Click Create
•Enter a group description
•Click Save
•Select Assign Users and
InfoSets

17

Real Experience. Real Advantage.


[ Step 2 – Assign Users to User Groups

• Enter the
user IDs for
all the users
you want in
the group
•Click Save

18

Real Experience. Real Advantage.


[

DEMO – CREATING AND


ASSIGNING A USER GROUP

Real Experience. Real Advantage. 19


[ Create InfoSets
ƒ InfoSets is a source of data
ƒ InfoSets can also be used in QuickViewer (SQVI), Crystal and a
variety of BusinessObjects products
ƒ Define data and field in the InfoSet
ƒ InfoSets
I f S can be
b defined
d f d as:
ƒ An ECC table
ƒ An ABAP program
ƒ A Logical Database (LDB) – most common and a best practice

20

Real Experience. Real Advantage.


[ Possible Data Sources
ƒ Table join (inner, outer)
ƒ Inner joins – only data records that have join conditions are
displayed in tables
ƒ Outer joins – data records that do not have any join conditions
are also included in the left-hand
left hand table
ƒ Table (direct read) – for a single table
ƒ Logical
g database
ƒ Database tables that are determined in the structure of the
logical database
ƒ Best
B practice i is
i to create an InfoSet
I f S from
f a Logical
L i l Database
D b

21

Real Experience. Real Advantage.


[ What are Logical Databases?
y Logical databases are a pre-arranged hierarchical subset of data
y 250 are in NetWeaver 7.0, 7 0, pre
pre-delivered
delivered by SAP
y Explore using transaction SE36
y Securityy is alreadyy built in
y Common Logical Databases:
y PnP – HR Personnel Administration
y BRM – Accounting Documents
y MSM – Material master
y FMB - Funds Management (based on BCS)

22

Real Experience. Real Advantage.


[ Step 3 - Create InfoSets

• Enter transaction
SQ02
•Enter a name for
InfoSet
•Click Create
First you decide whether the InfoSet belongs to the
standard or global area

All SAP objects begin with prefix /SAPQUERY/

Consider using naming conventions to


ensure standards are followed for namingg
consistency
23

Real Experience. Real Advantage.


[ Step 3 - Create InfoSets

• Enter a
Name for
InfoSet (title)
• Select a
data source
•Click Enter

24

Real Experience. Real Advantage.


[ Step 3 - Create InfoSets

The Change
InfoSet screen is
divided into 3
areas:
Section A A – list of tables
Section B
in logical
database
B – list of field
Section C groups
C – Field Details
25

Real Experience. Real Advantage.


[ Step 3 - Create InfoSets

•Only the items in the


B section will be seen
B by users when creating
Datasets are divided into logical
g reports
p
units. These are called field groups.
You have to assign a field to a field •You create “Field
group so that the user can output Groups” using the
Groups
the field is in the list. Create button to make
logical groupings of
Field groups are classified to your fields
provide a logical division of data

26

Real Experience. Real Advantage.


[ Step 3 – Create InfoSets
Add fields to
each field
group by
right clicking
Section B on them in
Section A Section A and
selecting add
field to field
group or drag
d
them over

27

Real Experience. Real Advantage.


[ Step 3 – Create InfoSets

Generate
When you are finished
adding fields:
1. Click Save
2 Click Generate to
2.
The system manages
build InfoSet; checks
every InfoSet in two
for errors
versions: A generated
version and a revised 3. Click Back to return
version. to main screen of
Infoset 28

Real Experience. Real Advantage.


[ Questions to ask about adding fields to InfoSets
ƒ Which fields contain data for your company?
ƒ Ask your users
ƒ How will you organize data in field group? Think of your
power users
ƒ Like a good reporting – who, what, where, when, how

Real Experience. Real Advantage. 29


[ Field Groups Allow for Organization within InfoSets
ƒ Organizes data by logical groupings
ƒ Pull only the fields needed
ƒ Helps with security as users only see what they need to see

Real Experience. Real Advantage. 30


[

DEMO – CREATING
INFOSETS

Real Experience. Real Advantage. 31


[ Step 4 - Assign Each InfoSet to a User Group

• Select InfoSet
• Cli
Clickk
Role/User
Group
Assignment
• SSelect
l tU User
Group
created in
Step 2
• Click Save
32

Real Experience. Real Advantage.


[

DEMO – ASSIGNING USER


GROUPS TO INFOSETS

Real Experience. Real Advantage. 33


[ SAP Query Configuration Summary
ƒ Configuring is easy, but need to plan
ƒ Can use the InfoSets in QuickViewer and Crystal and other
BusinessObjects products (enhancement package 5)
ƒ You should plan
ƒ What fields will be in InfoSets
ƒ How to manage into Field Groups
ƒ How to manage your users
ƒ Standardize naming conventions
ƒ Be sure to add your own user ID to your newly created group

34

Real Experience. Real Advantage.


[ Learning Points
ƒ What is SAP Query
ƒ How to set up SAP Query
ƒ Creating Reports with SAP Query
ƒ Keyy Decisions before usingg SAP Queryy
ƒ Discuss how to use with BusinessObjects (BW not required)

Real Experience. Real Advantage. 35


[ Query Use Case
ƒ Actor: Power User
ƒ Description: Creates Query
ƒ Successful criteria: Query successfully created and executed

ƒ A Query can be:


ƒ Basic list - a single line data report
ƒ Statistical list – a report that calculates averages / percentages
ƒ Ranked list – a specially sorted report
ƒ Basic lists are most common

Real Experience. Real Advantage. 36


[ Steps to Create Reports with SAP Query
1. Enter the report a name
2
2. Enter a title/format
3. Select field groups
4. Select fields
5. Add fields to the selection screen
6. Maintain order and output of fields
7. Enter Selection Screen
8. View report

37

Real Experience. Real Advantage.


[ Creating SAP Query Report
• EEnter SAP
Query with
transaction
SQ01
• Enter a name for
your report
• Click Create
• Select InfoSet
from the list

Use a naming convention for your reports


so you can locate your queries quickly 38

Real Experience. Real Advantage.


[ Navigating Between Screens

Navigation Level
Title
Format Field
Groups Field
Selection Selection
Fields

Source: SAP
39

Real Experience. Real Advantage.


[ Title Format Screen
Enter a title for your report
(required input field)
The “change lock” box check
box will prevent other
users from changing
your report

40

Real Experience. Real Advantage.


[ Select Field Groups

Select the field groups


that contain the
fields you want to
output or include
on the selection
screen
InfoSets are divided into field
groups, forming logical groups
of data

41

Real Experience. Real Advantage.


[ Select Fields

Select fields from fields


groups to be output
in your report

42

Real Experience. Real Advantage.


[ Add Fields to Selection Screen
You select fields to
appear on the
selection screen as
criteria
T create a basic
To b i list
li
report, click the
Basic List button

43

Real Experience. Real Advantage.


[ Basic List Line Structure

• Set up what you


want your report to
look like
• Indicate the order
and output of your
fields and indicate
any counts or totals
• Click Save
• Press F8 to execute
yyour report
p or click
the Test toolbar icon
44

Real Experience. Real Advantage.


[ Your Finished Report
• Complete
selection
criteria
• Click Execute

45

Real Experience. Real Advantage.


[ Your Finished Report

46

Real Experience. Real Advantage.


[

DEMO – CREATING A QUERY

Real Experience. Real Advantage. 47


[ Executing Query Use Case
ƒ Actor: Casual User
ƒ Description: Executes Query
ƒ Successful criteria: Query successfully executed

Real Experience. Real Advantage. 48


[ Learning Points
ƒ What is SAP Query
ƒ How to set up SAP Query
ƒ Creating Reports with SAP Query
ƒ Keyy Questions before usingg SAP Queryy
ƒ Discuss how to use with BusinessObjects (BW not required)

Real Experience. Real Advantage. 49


[ Key Questions before using SAP Query
ƒ What is the client/transport strategy?
ƒ Will you use the standard or global application area?
ƒ Who will own the InfoSets?
ƒ Who will create the reports?
p
ƒ What can you base your queries on?
ƒ Security..

50

Real Experience. Real Advantage.


[ Transport Strategy
ƒ A popular best practice is to design InfoSets in development,
transport
p them to pproduction,, and create/maintain qqueries and
user groups in live production environment
ƒ This is what we do at Fairfax Water
ƒ Also worked where nothing was transported and SAP Query
developed occurred in production

51

Real Experience. Real Advantage.


[ Will you use the Standard or Global Application Area?
ƒ Determining which application area you use will impact where
reports
p will be stored and which clients theyy will be available
ƒ A popular practice is to create objects in the standard area and
keep them client-specific
ƒ Move items to the global area when transporting to production
ƒ We use both

52

Real Experience. Real Advantage.


[ Who “Owns” the InfoSets?
ƒ It is important to ensure that your InfoSets are designed,
configured,
g , and tested
ƒ A well trained team member should “own” them, work them
in the development client, and transport them to QA, and then
production
d ti
ƒ You need to ensure that you have the right data

53

Real Experience. Real Advantage.


[ What Can you Base Queries on?
ƒ SAP Query allows you to create queries based on:
ƒ Logical databases (LDBs)
ƒ Programs
ƒ Tables
ƒ Table join combinations
ƒ The source of the data is key to ensure that queries run
efficient and provide accurate output
ƒ An InfoSet can be created on any of these. Best practice is to
use the Logical database

54

Real Experience. Real Advantage.


[ How to Manage End Users
ƒ Users are assigned via a special role in production to user
g p
groups
ƒ Key users can use SQ01 to create queries
ƒ Since most queries are based on logical databases, security to
tables is addressed – even though a user may “see” a query for
finance, if they don’t have underlying access to the tables then
theyy cannot execute it

Real Experience. Real Advantage. 55


[ Security
ƒ Options
ƒ Set security so that some users can create reports, while others
only execute them
ƒ Use LDB as source, user security is already built in so users see
only what allowed to use

56

Real Experience. Real Advantage.


[ Comparison

Readily Available in ECC Requires Purchase /


Implementation
ƒ SAP Standard Reports ƒ Business Warehouse /
ƒ SAP Provided tools: BusinessObjects
j
ƒ Report Writer ƒ Third Party add-ons
ƒ Report Painter
ƒ SAP Query
Q
ƒ QuickViewer
ƒ Custom Coded Reports
p

Real Experience. Real Advantage. 57


[ Learning Points
ƒ What is SAP Query
ƒ How to set up SAP Query
ƒ Creating Reports with SAP Query
ƒ Keyy Decisions before usingg SAP Queryy
ƒ Discuss how to use with BusinessObjects (BW not required)

Real Experience. Real Advantage. 58


[ Using InfoSets to Connect to BusinessObjects w/o BW
ƒ Crystal Reports (CR) is able to connect to SAP ECC
ƒ CR has direct connectivitiy to the ABAP dictionary
ƒ CR can connect to the InfoSet and InfoSet/SAP Queries in SAP

http://www.sap-press.com/products/Reporting-
and-Analytics-with-SAP-BusinessObjects.html
dA l i i h SAP B i Obj h l

Real Experience. Real Advantage. 59


[

DEMO – CREATING
CRYSTAL REPORT AGAINST
ECC SAP QUERY
Real Experience. Real Advantage. 60
[

DEMO – CREATING
CRYSTAL REPORT AGAINST
ECC INFOSET
Real Experience. Real Advantage. 61
[

DEMO – SETTING UP ALV


USING CRYSTAL

Real Experience. Real Advantage. 62


[TransientProvider, Enhancement Package 5
Self Service Search &
Enterprise Reporting Data Visualization Analysis
Reporting Exploration

Crystal Reports Crystal Reports Dashboards BusinessObjects


Web Intelligence Analysis Office Analysis OLAP
2011 for Enterprise (Xcelsius) Explorer

Semantic Layer

Direct Access Universe Based Access Direct Access

Transient Provider

SAP HCM SAP SD SAP FIN 3rd Party Data

Source: www.sdn.sap.com/irj/boc/bi-solution-architecture - Ingo Hilgefort


Real Experience. Real Advantage.
[ ECC InfoSets, Enhancement Package 05
ƒ Transient Provider allows you
ƒ …to connect via a BEx Query in the local BI client of your SAP ERP system to
a classic InfoSet and in that way provide real-time ERP data to your end-users
ƒ … in that way expose operational data to SAP BusinessObjects tools

ƒ Works like an operational infoprovider or remote cube

Real Experience. Real Advantage. 64


[ Steps to Create Analysis Workbook Against ECC
InfoSet
Create InfoSet

Set Property
p y to Release -
SQBWPROP

Create BEx Query against InfoSet

Select BEx Query as a data source


in Analysis

Real Experience. Real Advantage. 65


[

DEMO – USING ANALYSIS


OFFICE TO QUERY AGAINST
ECC DATA
Real Experience. Real Advantage. 66
[ Pros / Cons of Transient Provider
ƒ Pros:
ƒ Operational BI Real
Real-time
time reporting, no modeling, no loading
ƒ Cons:
ƒ No hierarchies, no display attributes, no currency translation
ƒ Not all InfoSets are available for use

Real Experience. Real Advantage. 67


[ Tips
ƒ InfoSets can be used with SQVI but the Infoset needs to be in
the standard,, not gglobal area,, otherwise you
y will receive error
message AQ100 InfoSet not found
ƒ InfoSets using logical database read the data hierarchically
ƒ If you have created a QuickView and you want to convert it to
a SAP Query report, follow these three steps:
ƒ Navigate to the main screen of SAP Query (SQ01)
ƒ Following menu path Queries > Convert QuickViews
ƒ Select the QuickView from the dropdown box, and click the
green check
h k mark,
k andd name the
h SAP query, and
d click
l k the
h green
check mark again

Real Experience. Real Advantage. 68


[ Tips
ƒ Avoid creating query user groups with the same list of users.
It is confusingg and can become difficult to maintain.
ƒ When learning SAP Query, practice in the test/quality
environment and graduate to live client only after thorough
understanding
d t di
ƒ Don’t rename field names within the InfoSet

Real Experience. Real Advantage. 69


[ Return on Investment
ƒ No ABAP Development Required
ƒ Fast option for ad hoc reporting out of ECC
ƒ You own it! It is part of your toolset – no additional
development required
ƒ InfoSets can be a source of data for Crystal Reports and with
ECC Enhancement Package 5 you can use InfoSets with other
BusinessObjects tools

Real Experience. Real Advantage. 70


[ Best Practices
ƒ InfoSets are to be created in a development client and tested in
a test client before movingg to production
p
ƒ Use Logical Databases as security within those logical
databases will be handled for you.
ƒ Develop naming conventions

Real Experience. Real Advantage. 71


[ Key Learnings
ƒ SAP Query is a quick way to report out of ECC with no
development
p required
q
ƒ InfoSets can be used as a data source to BusinessObjects
Crystal and other BusinessObjects tools with ECC
E h
Enhancement t Package
P k 5
ƒ As an SAP ECC customer, you own this tool! Start using it
today.
y

Real Experience. Real Advantage. 72


[ Check it out!
ƒ Join the ASUG BI Community
ƒ http://tinyurl.com/2df4mr5
ƒ Follow us on Twitter:
ƒ http://twitter.com/asug_bi
ƒ http://twitter.com/@asug_bi

Real Experience. Real Advantage. 73


[ On-Line ASUG Business Intelligence Community
“Opt-In”
Opt-In from your ASUG Profile to get updates.
updates

Visit us at www.asug.com

Real Experience. Real Advantage. 74


[ ASUG 2011 UPCOMING CONFERENCE

Real Experience. Real Advantage. 75


[ ASUG BI/EIM Influence Sessions at TechED
Session Code Description Date / Time

BI150 The BusinessObjects Universe: An Update From the SAP 9/14 9:15 am
B i
BusinessObjects
Obj S
Semantic
i LLayer IInfluence
fl C
Councilil
BI151 ASUG Influence Council: SAP BusinessObjects Analysis 9/14 10: 30 am

BI152 SAP BusinessObjects Enterprise Influence Council 9/15 4:30 pm

BI250 SAP BusinessObjects Explorer Casual User Influence 9/14 4:30 pm


Council
BI251 Best Practices for SAP NetWeaver BW and SAP 9/13 2:00 pm
BusinessObjects BI
BI252 SAP BusinessObjects Mobile BI Influence Council 9/14 2:00 pm

EIM250 Enterprise Data Warehouse Customer Influence Council 9/15 2:00 pm


Update
EIM350 SAP BusinessObjects Information Management Influence 9/13 3:15 pm
C
Council
il

76

Real Experience. Real Advantage.


[

@tpowlas

Real Experience. Real Advantage. 77

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