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.
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
.You have set up BEx Web.
For more information, see SAP Help Portal at
.In the BW master system, the BEx Web template 0DASHBOARD_TEMPLATE
is active.
For more information, see SAP Help Portal at
.If you want to create Xcelsius dashboards for CRM interactive reporting, you must make settings in Customizing for SAP Customer Relationship Management
under : 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 .
Parameter Class: CL_CRM_BOBJ_OLTP_NAV_PARAM
You have activated the business function SAP BusinessObjects Integration and CRM Interactive Reporting (CRM_ANA_BOB
).
The following Xcelsius dashboards for CRM interactive reporting are available as standard BI Content in SAP CRM:
Service Order Lead Time (/CRMBW/XC_SVO_LEA_TIME)
Service Order Closure (/CRMBW/XC_SVO_CLS)
Opportunity Pipeline (/CRMBW/XC_OPP_PIP)
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.
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
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