Show TOC

Function documentationSAP CRM HANA Live Reporting

 

You can use SAP CRM HANA Live Reporting to perform real-time analyses that use OData services to access SAP HANA Live query views.

OData services can access the SAP HANA Live query views delivered by SAP or your own query views.

Prerequisites

If you want to use this function, you must activate the business function SAP CRM HANA Live Reporting (CRM_ANA_OR_ODATA).

  • You have installed the software components HCO_HBA_CRM and HCO_HBA_A_CRMHLQ_S for SAP HANA. For more information, see the Administrator's Guide for SAP HANA Live for SAP Business Suite under Start of the navigation path http://service.sap.com/instguidesInformation published on SAP site Next navigation step SAP In-Memory Computing End of the navigation path.

  • Your SAP CRM System is running on a SAP HANA database or you are using the Side-by-Side scenario.

  • You have made the settings in Customizing for Customer Relationship Management under Start of the navigation path CRM Analytics Next navigation step SAP HANA Live Reporting End of the navigation path.

  • If you want to use SAP CRM HANA Live Reporting to access SAP HANA Live 1.0 for SAP CRM and SAP ERP cross-analytics, you must install the associated OData services These OData services are supplied with the product SAP Smart Business for SAP CRM and SAP ERP cross-analytics (product version: SAP SMART BUSINESS F. CRMX 1.0, software component: HCO_HBA_R_X_CRM).

  • You have configured and activated the SAP NetWeaver Gateway in your system landscape.

    Note Note

    Depending on your NetWeaver version and the SAP CRM version you are using, you can either make the gateway settings in a separate system or can make them locally. If you make them locally, you can use the embedded NetWeaver functionality provided in your SAP CRM Application Server. For more information about SAP NetWeaver Gateway, see http://help.sap.com/nwgatewayInformation published on SAP site.

    End of the note.

    In your SAP NetWeaver gateway system (separate or local), you have used the Customizing activity Activate and Maintain Services to delete the SAP NetWeaver gateway service with the technical nameCRM_ANA_ODAT_REPORTS_SRV if this existed.

    You find this Customizing activity under Start of the navigation path SAP NetWeaver Next navigation step Gateway Next navigation step OData Channel Next navigation step Administration Next navigation step General Settings Next navigation step Activate and Maintain Services End of the navigation path.

    You have used the same Customizing activity to add the SAP NetWeaver gateway service with the technical name CRM_ANA_ODAT_REPORTS_SRV again with a SAP system alias that is suitable for your system landscape. If you are using the gateway locally in you CRM system, you have entered LOCAL as the SAP system alias. If you are using a separate SAP NetWeaver gateway system, you have entered an alias that points to your CRM system.

    You enter these system aliases in the Customizing activity Manage SAP System Aliases. You find this Customizing activity under Start of the navigation path SAP NetWeaver Next navigation step Gateway Next navigation step OData Channel Next navigation step Configuration Next navigation step Connection Settings Next navigation step SAP NetWeaver Gateway to SAP System End of the navigation path.

  • You have configured access of the WebClient UI so that this takes place using the SAP Web Dispatcher.

    For more information, see SAP Web Dispatcher.

    You have also configured the following paths:

    • URLs with the path /sap/hba/apps/crmhlq are routed to the OData port for the SAP HANA Extended Application Services in the SAP HANA database, which contains the SAP HANA Live Content with the query views used.

    • URLs with the path /sap/opu/odata/sap/ are routed to the message server for the CRM system.

  • You have used the transaction SICF to ensure that the services crm_ana_od_rtc and crm_ana_od_vhlp are active.

Features

SAP CRM HANA Live reports have the following features:

  • In your role as a key user, you can predefine these reports for certain users.

    When defining a report, you can do the following:

    • Assign a SAP HANA Live query

      When defining reports, SAP HANA Live queries are available to you as examples: These queries contain all fields available for an object. For information about adding customer-specific fields and creating and using your own queries, see SAP Note 1998684Information published on SAP site.

    • Choose a layout, for example Chart Above Table

    • Define the chart type used to display the results for the report, for example Line Chart

    • Define query parameters and report parameters

      Default query parameters are defined in the SAP HANA Live query and must be used. This means that you cannot remove them from the parameter list. You can also define report parameters for the user.

      When defining parameters, in addition to the simple comparison operators such as is or is less than, which are available to you according to the type of parameter, the operator calculated value is also available, which is used to determine parameter values at runtime. This means that the calculated value for the display currency can be determined using the expression User Display Currency or the evaluation year can be determined using the expression Current Year (User Date) when the report is executed.

      You can use the value expressions supplied in the standard system or create your own. For more information about creating your own value expressions, see Customizing for Customer Relationship Management under Start of the navigation path CRM Analytics Next navigation step SAP HANA Live Reporting Next navigation step Define Value Expressions End of the navigation path and the SAP Note 1998684Information published on SAP site.

      When defining parameters, you can use the checkbox fields Is Hidden and Required.

      Use these checkbox fields as follows:

      • Is Hidden

        If you define a value and hide the field, the user cannot subsequently change this value when they execute the report. This is for example advisable if you only want users to see values for a specific sales organization. The Required checkbox is selected automatically in this case and can no longer be deselected.

      • Required

        Select this checkbox if you require the user to define a value for this parameter. If you do not select the checkbox, the user can define the content of the parameter according to their own requirements. This means that they can enter a value for this parameter, but this is not mandatory.

    • Define filter values for filter

      Once you have defined parameters, you can enter filters for all attributes and measures.

      Note Note

      You can use both parameters and filters to restrict the report according to the values entered. The difference between them for the user, who subsequently executes this report, is that they must observe any parameters that have been defined. However, the user can create new filters or delete predefined filters.

      End of the note.

    • Define which fields (attributes and measures) are displayed when the report is executed and the table layout in which they are found

      This means you can for example remove fields from the table, which you have defined as parameters.

    • Define the sort sequence for fields to specify whether these are sorted in ascending or descending order

    • Assign the report to specific user roles and work centers

      The report then appears with its name.

    • Release the report for specific users or specific organizational units

    Note Note

    You can use the report assignment wizards to assign the report to users and user roles and include it on their home page and work centers. This means that the report is executed directly here.

    For more information, see Report Assignment Wizard and Publishing SAP HANA Live Reports in CRM.

    End of the note.

  • You can search for, select change, and execute SAP HANA Live reports using the report type SAP HANA Live Report.

    Reports are available in certain work centers according to the way in which they have been assigned.

    When executing a predefined report, you can do the following:

    • Choose a different layout, for example Table Above Chart

    • Choose a different chart type, for example Pie Chart

    • Enter or change parameter values if no default values have been defined

    • Delete or add filters and change default filter values

    • Delete or add fields that are displayed when the report is executed and change the table layout

    • Change whether fields are sorted in ascending or descending order

    • Use links in reports to navigate to objects directly

    To ensure that you can execute reports, the following prerequisites must be met:

    • The report has been assigned to your user role or organizational unit, or it has been released for you.

    • You are authorized to access the corresponding SAP HANA Live query views in the SAP HANA database.

    • You have an identical user ID for both SAP CRM and for the SAP HANA database.

  • You can create the following SAP HANA Live sample reports:

    • Accounts with Open Activities in the Current Year (SAP HANA Live Report)

    • Campaign Effectiveness (SAP HANA Live Report)

    • Accounts with Open Opportunities in the Current Year (SAP HANA Live Report)

    • Top 10 Deals in the Current Year (SAP HANA Live Report)

    • Top 5 Competitors in Current Opportunities (SAP HANA Live Report)

    Use transaction se38 and the program CRM_ANA_ODATA_GEN_SAMPLE_REPS to create the sample reports.

More Information

  • For more information about SAP HANA Live query views, see SAP Library for SAP HANA Live for Business Suite under http://help.sap.com/hbaInformation published on SAP site Start of the navigation path Application Help Next navigation step SAP HANA Live for SAP CRM Next navigation step Query Views for SAP CRM End of the navigation path.

  • If you experience problems during the installation of SAP CRM HANA Live Reporting, see SAP Note 2033487Information published on SAP site for a step-by-step analysis that you can use to identify the error.

  • You can also use SAP CRM HANA Live Reporting to access SAP HANA Live 1.0 for SAP CRM and SAP ERP cross-analytics. For more information, see SAP Library for SAP HANA Live for SAP Business Suite 1.0 on SAP Help Portal at Start of the navigation path http://help.sap.com/hbaInformation published on SAP site Next navigation step SAP HANA Live 1.0 for SAP CRM and SAP ERP cross-analytics End of the navigation path. You can use the procedure described in SAP Note 1998684Information published on SAP site to provide the cross-query views for SAP CRM HANA Live Reporting that belong to this product.