Function documentationXcelsius Dashboards in CRM Interactive Reporting

 

You can use Xcelsius dashboards to bundle and visualize query results from CRM interactive reporting. Xcelsius dashboards in SAP Customer Relationship Management (SAP CRM) are not only available for visualizing BW queries but also for ad hoc reports that you can execute directly in SAP CRM without accessing a BW system.

Prerequisites

To use Xcelsius dashboards, the following prerequisites must be met:

  • CRM interactive reporting is set up.

    For more information, see Interactive Reporting in CRM.

  • SAP BusinessObjects tools can be used.

    For more information, see

    • Embedded Analytics

    • Displaying Data from Queries in Xcelsius Dashboards

  • Xcelsius is integrated.

    For more information, see SAP Help Portal at Start of the navigation path http://help.sap.comInformation published on SAP site Next navigation step SAP NetWeaver 7.0 Library (including Enhancement Package 1) Next navigation step SAP NetWeaver Library Next navigation step SAP NetWeaver by Key Capability Next navigation step Information Integration by Key Capability Next navigation step Business Intelligence Next navigation step BI Suite: Business Explorer Next navigation step Integration with SAP BusinessObjects Next navigation step Xcelsius Enterprise Integration End of the navigation path.

  • You have set up BEx Web.

    For more information, see SAP Help Portal at Start of the navigation path http://help.sap.comInformation published on SAP site Next navigation step SAP NetWeaver 7.0 Library (including Enhancement Package 1) Next navigation step SAP NetWeaver Library Next navigation step Administrator's Guide Next navigation step Technical Operations for SAP NetWeaver Next navigation step Administration of IT Scenarios Next navigation step Enterprise Reporting, Query, and Analysis Next navigation step Release and Upgrade Management Next navigation step BEx Web Setup End of the navigation path.

  • In the BW master system, the BEx Web template 0DASHBOARD_TEMPLATE is active.

    For more information, see SAP Help Portal at Start of the navigation path http://help.sap.comInformation published on SAP site Next navigation step SAP NetWeaver 7.0 Library (including Enhancement Package 1) Next navigation step SAP NetWeaver Library Next navigation step Technology Consultant's Guide Next navigation step Enterprise Reporting, Query, and Analysis Next navigation step Wizard-Based Configuration of BI Java Next navigation step Setting Up the BI System in the System Landscape in the Portal Next navigation step Create a BI System in the Portal End of the navigation path.

If you want to create Xcelsius dashboards for CRM interactive reporting, you must make settings in Customizing for SAP Customer Relationship Management under Start of the navigation path UI Framework Next navigation step Technical Role Definition Next navigation step Define Navigation Bar Profile Next navigation step Define Logical Links End of the navigation path: Define a logical link with the following details:

  • Type: BI Report

  • Target ID: FIOLTPDISP. This ensures that the CRM UI component GS_ANA_DASH is used.

  • Parameter: The BI Report ID as it is defined in Customizing for SAP Customer Relationship Management under Start of the navigation path CRM Analytics Next navigation step Display SAP NetWeaver BW Reports End of the navigation path.

  • Parameter Class: CL_CRM_BOBJ_OLTP_NAV_PARAM

You have activated the business function SAP BusinessObjects Integration and CRM Interactive Reporting (CRM_ANA_BOB).

Features

The following Xcelsius dashboards for CRM interactive reporting are available as standard BI Content in SAP CRM:

You can use the report assignment wizard to search for Xcelsius dashboards for CRM interactive reporting and to assign them to business roles. For more information, see Wizard for Assigning Reports.

More Information

For more information about the available CRM report areas for CRM interactive reporting and the corresponding queries, see Report Areas for Interactive Reports.

For more information about Xcelsius dashboards for SAP CRM that are available as SAP NetWeaver BI Content, see SAP Help Portal at Start of the navigation path http://help.sap.comInformation published on SAP site Next navigation step SAP NetWeaver Next navigation step BI Content Next navigation step BI Content 705 Next navigation step Extension BI Content 705 End of the navigation path.

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