Configuration Settings: Customer Reports

This document contains configuration information for the Customer Reports app.

SAP Jam Integration

Before you can use this app, you need to configure it using the SAP Smart Business Modeler.

SAP Smart Business Modeler

Before you can use this app, you need to configure it using the SAP Smart Business Modeler.

Note Note

To configure the app, please make copies of the KPI, evaluations, and drill-down configurations provided by SAP, and make your changes in these copies. Also, create your own tiles.

Please do not change the original versions provided by SAP, since new support packages and releases would overwrite your changes.

End of the note.

The KPI has been preconfigured as follows.

Prerequisites

You must have created the SAP HANA Live reports in SAP CRM using SAP CRM HANA Live Reporting.
You have assigned the following SAP ABAP roles to the desired users in the front-end server:
- /UI2/SAP_KPIMOD_TCR_S
- /UI2/SAP_KPIFRW5_TCR_S

Process

Configure a KPI tile and add it to the SAP Fiori Launchpad.

For more information, refer to Modeling KPIs

Example Example

The following example can be referred to configure a tile for the reports related to Opportunity standard VDM:

Add a KPI Tile

Launch the Fiori Launchpad link.

Choose the tile Create KPI, under the group KPI Modeler.

KPI Definition:

Enter values for the following fields:

Note Note

If, for a field, values are not available for selection, you have to manually enter the value mentioned in the table.

End of the note.

Field	Value
ID*	`zcrm.opp.report`
Title	`Opportunity`
Description	`Opportunity Reports`
Type	Key Performance Indicator (KPI)
Goal Type	Maximizing (Higher is Better)
Owner ID and Email
Property Name and Value
SAP HANA View	`sap.hba.apps.crmhlq.odata/OpportunityQuery`
OData Service	`/sap/hba/apps/crmhlq/odata/OpportunityQuery.xsodata`
Entity Set	`OpportunityQuery`
Value Measure	`ExpectedNetAmtInDisplayCrcy_E`
Additional Information
Semantic Object	`CRMInMemoryAnalytics`
Action	`displayMyReports`

* – Mandatory Fields.

Choose Save and Activate.

Evaluation Definition:

Select the KPI and choose Add Evaluation.

Note Note

If you select an existing KPI, you do not have to enter the data source fields again.

End of the note.

Field	Value
Evaluation ID*	`zcrm_opp_rep`
Evaluation Title*	`Opportunity Report Evaluation`
Description	`Evaluation created for Key User extension Opportunity`
OData Service	`/sap/hba/apps/crmhlq/odata/OpportunityQuery.xsodata`
Entity Set	`OpportunityQuery`
Tags
Filter Settings
Input Parameters	`P_DisplayCurrency Equal to USD` `P_ExchangeRateDate Equal to 2013-12-07` `P_ExchangeRateType Equal to M` `P_SAPClient Equal to 001` Note The mandatory parameters vary based on the VDM. End of the note.
Targets & Thresholds
Trends

* – Mandatory Fields

Note Note

The Filter Settings and Input Parameters defined while creating the SAP HANA Live reports in the SAP CRM system will override the values defined in the above tile definition. For example, if there are no Filter Settings and Input Parameters defined while creating the SAP HANA Live reports in the SAP CRM system and you have defined these fields in the evaluation definition while creating the tile, no Filter Settings and Input Parameters will be considered.

End of the note.

Choose Save and Activate.

Add Tile to an Evaluation

Go back to the Fiori Launchpad and search for the Evaluation that you created in the previous step.
Select the Evaluation and choose Add Tile.
Enter values in the following fields:

Field

Value

Tile Format*

Numeric Tile

Title (KPI)

Opportunities

Subtitle (Evaluation)

Opportunity Reports

Keywords

Drill-down*

Other Drill-Down

Select Drill-Down

Others

* – Mandatory fields

Note
If Semantic Object and Action are not filled, use CRMInMemoryAnalytics and displayMyReports.

End of the note.
Choose Save and Activate.

Field	Value
Tile Format*	Numeric Tile
Title (KPI)	`Opportunities`
Subtitle (Evaluation)	`Opportunity Reports`
Keywords
Drill-down*	Other Drill-Down
Select Drill-Down	Others

Authorizations:

Go back to the Fiori Launchpad and choose the tile Manage KPI Authorizations.
Search for the KPI that you created in the earlier steps.
Select the KPI and choose Authorize Users and Roles.
Search for users under the Users tab and select desired users one at a time.
As the users are selected, the list of users who can use the KPI is updated under the Selected tab.
Choose Save.

Add Tile to SAP Fiori Launchpad
The KPI tile that you created in the earlier steps is now available in the Catalog. You can add the KPI tile to the Fiori Launchpad, using the following steps:
1. Go back to the Fiori Launchpad and choose Tile Catalog.
2. Search and select the tile that you created in the earlier steps.
3. Choose Back.
  The tile is added to the Fiori Launchpad.

End of the example.

Result

Based on the type of query, the relevant SAP CRM HANA Live reports are displayed.

More Information

For more information on available SAP CRM VDMs and query views, see SAP HANA Live for SAP CRM.

For more information on General Status field, see Implementation of General Status.

For information on evaluations, drill-downs, and tiles, see SAP Smart Business on SAP Help Portal:

For SAP NetWeaver 7.31:
http://help.sap.com/nw-uiaddon Application Help SAPUI5 Application Frameworks
For SAP NetWeaver 7.4:
http://help.sap.com/nw74 Application Help UI Technologies in SAP NetWeaver UI Development Toolkit for HTML5 (SAPUI5) SAPUI5 Application Frameworks