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Author's profile photo Tammy Powlas

Using Self-Service BI with SAP BusinessObjects Design Studio Webcast Notes

I attended this webcast today with Ingo Hilgefort to learn the “Power of Design Studio for self-service” and how Design Studio creates a self-service environment for self-service

What does self-service mean? What are the personas?  What are the components needed in Design Studio?  How leverage the templates?

What limitations exist?


Figure 1: Source: Visual BI

Key element is the user is able to access information without going to IT without a change to report

Look at last paragraph – doesn’t mean IT is not involved

Someone needs to create data access, establish connection

Want to give business user environment to leverage templates and customize and leverage own versions of reports


Figure 2: Source: Visual BI

Self-service is not a product

Concept as part of your strategic direction

You can’t license it

What it means – different things for different groups

You can access all information, visualizations, maps, company

For some, it means you can access on a mobile device

Self-service is not the same for everyone

“Data discovery” ad hoc – ways of serving self-service scenario

Data discovery focuses visual aspect

Ad hoc could be access on a template

Self-service shouldn’t require training

Doesn’t mean IT isn’t in picture – set up data connection, if BW, someone creates query, for HANA, IT creates model

Last item in Figure 2 – common understanding of metadata; e.g. different ways of calculating margin

Design Studio can surface a help dialog


Figure 3: Source: Visual BI

Figure 3 shows in the middle the products that SAP sees moving forward

Data discovery and analysis – in past only Lumira, now shows Lumira & Design Studio applications

SAP is planning to deliver templates, or even partners can create templates for self-service


Figure 4: Source: Visual BI

If IT hands dashboard to senior management – desktop, iPhone, tablet, ask your senior management if this is self-service, answer would be yes

Everyone has a different view of self-service


Figure 5: Source: Visual BI

Where are long-term opportunities, top 10, quota


Figure 6: Source: Visual BI

Figure 6 shows someone who looks at different kinds of data, switch between data sources

Profit centers, cost centers, overview, or income statement

Look at different sets of data, switch at data source


Figure 7: Source: Visual BI

Figure 7 shows the warehouse manager, running daily operations

They rely on personalized reports including daily shipping, deliverables

Design Studio offers personalization, bookmarking


Figure 8: Source: Visual BI

Power User – Design Studio, Analysis, possibly Predictive


Figure 9: Source: Visual BI

IT is involved in all scenarios


Figure 10: Source: Visual BI

From left to right on Figure 10 the workflow gets more complicated

Left to right – self-service includes different workflows like drilldown

You might have to share via mobile or desktop

For Finance, it means creating their own report, switching data sources, creating variants

Further move to right hear “merge data on the fly”; business user doesn’t want to wait for IT any more

Analyst can tool which tool they want


Figure 11: Source: Visual BI

Heard requirement to switch data sources from query 1 to query 2 – e.g. from BW to HANA –Design Studio uses backend connection, at run time the user can do that to switch data sources

Drilldown – standard table in Design Studio provides it; limitation is that standard charts do not provide – just show the information – there are extensions that provide drilldown with the charts

Filtering has the components, time based, measure based

Navigate in the data

Switching between charts is in Design Studio – can provide the user an option to switch from a line chart, etc.

Print / export options


Figure 12: Source: Visual BI

Can’t merge out of the box in Design Studio

Mobile access is standard for Design Studio – generated HTML5

Commenting is available – requires BW – using commenting from planning in BW

Create report variants is bookmarking

Create new reports


Figure 13: Source: Visual BI

Design Studio was created as a successor XCelsius and Web Application Designer

Templates gives you a starting point for BEx WAD


Figure 14:Source: Visual BI

Switch data source not available for adhoc – it was first template

Option to export, filter, tabular view, navigate, hierarchies enabled

Ad hoc is close to BEx Web report w/ standard templates


Figure 15: Source: Visual BI

Navigation panel, switch data sources, on properties configure a scaling factor


Figure 16: Source: Visual BI

Different capabilities in template; copy from it, customizing

Change data source, switch between visualizations

Can use online composition – go to a new page, and reuse elements

Share work


Figure 17: Source: Visual BI

Options are only available when select desktop

Still runs on iPhone/iPad


Figure 18: Source: Visual BI

Figure 18 is a webcast summary

There was a good question & answer session too, when I can I will try to document it.


SAP Insider BI 2016 – early bird registration ends soon: SAPinsider BI Conference 2016

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