[SAP HANA Academy] Discover How to Setup and Use the KPI Modeler in SAP S/4 HANA
Over a series of five tutorial videos Tahir Hussain “Bob” Babar provides an overview on how to setup and use the KPI Modeler in SAP S/4 HANA. This series is part of the SAP HANA Academy‘s S/4 HANA playlist. These videos were made with the greatly appreciated help and assistance of Bokanyi Consulting, Inc.’s Frank Chang.
How to Set up a SAP S/4 HANA ERP User
Linked above is the first video in the series where Bob details how to set up a SAP S/4 HANA ERP user. This is accomplished by copying the roles and profiles from an existing user. If you don’t want to use your main BPINST user then please follow the steps Bob outlines.
First, log into SAP Logon. This is Bob’s connection to both the back-end and the front-end server as he is using a central hub installation. Use 100, the pre-configured S/4 client, as the client and login with your BPINST username and password. Next, choose to run a SU01 – User Maintenance (Add Roles etc.) transaction from the SAP Easy Access screen. Then, choose to look at the BPINST user’s rights and navigate to the Roles tab.
Copy all of the roles and then launch a new window by running the command /osu01 to create a new user. Bob names his new user KPI and clicks on the new button. The only information you need to allocate in the Address tab is a last name. In the Logon Data tab enter a password. Then, in the Roles tab, paste in the roles you copied from the BPINST user. Be aware that sometimes all of the roles aren’t copied. So double check to make sure that your new user has all of BPINST’s roles.
Next, copy the first three profiles (SAP_ALL, SAP_NEW, S_A_SYSTEM) that are listed in the BPINST user’s Profiles tab and paste them into the Profiles tab of your new KPI user.
Now you have a duplicate of the BPINST user.
How to Change the SAP Fiori Launchpad with the Launchpad Designer
In the second video of the series Bob provides an overview of the SAP Fiori Launchpad in SAP S/4 HANA. Also, Bob shows how to change the SAP Fiori Launchpad using the SAP Fiori Designer.
In a web browser log into the SAP Fiori Launchpad Designer with the recently created KPI user on Client 100. The SAP Fiori Launchpad Designer enables you to change the look and feel of certain tiles in your SAP Fiori Launchpad. A list of tiles is located on the right side of the SAP Fiori Launchpad Designer and a list of catalogs is along the left.
The tool that the end-user will see is the SAP Fiori Launchpad for SAP S/4 HANA. Bob opens the SAP Fiori Launchpad in another tab. The example Bob shows of a SAP Fiori application is for Operational Processing. Clicking on the hamburger button on the left will open the Tile Catalog. Bob elects to open the KPI Design Catalog.
To provide an example of what an end-user might experience, Bob opens the Sales – Sales Order Processing catalog and then opens the Sales Order Fullfillment All Issues tile. This gives the end user a normal tabular report on Sales Order Fullfillment Issues by connecting to a table located in SAP S/4 HANA through OData.
Another tile, Sales Order Fillfillment Issues – Resolved Issues, has an embedded KPI which shows that there are 64 issues that need to be resolved on 29 sales orders.
Back in the SAP Fiori Launchpad Designer, Bob searches for ssb in the Tile Catalog. Bob opens up the SAP: Smart Business Technical Catalog. This is where you can change the form of navigation for a tile including all of the options related to the KPI monitor. The KPI Design Catalog is very similar.
The SAP Fiori Launchpad Designer is used to direct target navigation. To demonstrate, Bob searches for order processing and opens up the Sale – Sales Order Processing catalog. If you view the tiles in list format you will find an Action and a Target URL for each of the tiles. This informs you what will happen when the tile is selected. With the Target Mappings option you can define what will happen when you select a specific tile. You can also choose whether or not the tile can be viewed on a tablet and/or phone as well.
How to Create and Secure a Catalog
Bob details how to create a catalog in the series’ third video. Bob also walks through how to secure the catalog so users who are on the SAP Fiori Launchpad can access it
To create a new catalog, first, click on the plus button at the bottom of the SAP Fiori Launchpad Designer. Bob elects to create a catalog using Standard syntax and gives his a title and an ID of ZX_KPI_CAT. Once the new catalog is created, click on the Target Mapping icon. You can create a new Target Mapping here but the simplest way is to copy a Target Mapping from an existing catalog. So Bob navigates to the Target Mapping for the Sales – Sales Order Processing catalog. Then, Bob selects the Target Mapping at the bottom that has * as its semantic object before clicking on the Create Reference button at the bottom.
Selecting the catalog you’ve recently created (ZX_KPI_CAT) will create a Target Mapping in that catalog with the same rights as the semantic object you selected from the existing catalog. Now, back in the ZX_KPI_CAT catalog you can confirm that the Target Mapping of * has been replicated.
Next, you must enable a user be able to access the catalog. So go back into SAP Logon and login as the KPI user on client 100. Running the command /npfcg will open up role maintenance. This is where you can build a role. Bob names his role ZX_KPI_CAT and selects single role. Bob duplicates the name as the description and saves the role. Then, in the menu tab, Bob chooses SAP Fiori Launchpad Catalog as the transaction. Next, Bob finds and selects his ZX_KPI_CAT in the menu for Catalog ID.
This has built a role that grants access to the ZX_KPI_CAT catalog. Next, Bob opens the User tab and enters KPI as the User ID. Now, after saving, the KPI user can access the ZX_KPI_CAT catalog and the security has been fully setup.
Accessing Core Data Services
In the fourth video of the series Bob shows how to access a Core Data Service. Core Data Services access the SAP S/4 HANA tables which are ultimately exposed as OData. For more information on how to build and use CDSs please watch this series of tutorials form the SAP HANA Academy.
First, in Eclipse, Bob duplicates the connection he’s already established but opts to use the KPI user with client 100 instead of the his original SHA user. Now Bob is connected to the SAP S/4 HANA system as the KPI user. Next, Bob finds an already existing CDS by opening a Search on the ABAP Object Repository and searching for an object named ODATA_MM_ANALYTICS. Once the search has located ODATA_MM_ANALYTICS (ABAP Package), Bob opens it and navigates to it’s Package Hierarchy in order to see its exact link.
ODATA_MM_ANALYTICS is in a sub-package of APPL called ODATA_MM. Navigate to the ODATA_MM package from the System Library on the left-hand side and find ODATA_MM_ANALYTICS before adding it to your favorites. Opening the Data Definitions folder from the Core Data Services folder in the ODATA_MM_ANALYTICS package will show the pre-built Core Data Services. Bob opens C_OVERDUEPO. C_OVERDUEPO is a consumption view. So a BI tool will directly hit it.
Another way to view a CDS’s syntax is to right-click on it and choose to open it with the Graphical Editor. This depicts the logical view of the data. The C_OVERDUEPO view comes from the P_OVERDUEP01 view. This is a great way to track the data back to its source table.
To check that the data from the C_OVERDUEPO CDS is correctly exposed as OData, Bob resets his perspective. Then, Bob right clicks on and opens OData Exposure underneath the secondary objects header in the outline. This opens the OData in a browser and Bob logins as the KPI user. To test, you can append $metadata to the end of the URL to see the various columns for the entities of the CDS view.
Using the KPI Modeler
In the fifth and final video of the series Bob details how to use the KPI Modeler.
First, Bob opens the KPI Design catalog in the SAP Fiori Launchpad and selects the Create Tile tile. Bob names it KPI Overdue PO and chooses C_OVERDUEPO as the CDS View for the Data Source. Then, Bob selects the corresponding OData Service and entity set called /sap/opu/odata/sap/C_OVERDUEPO_CDS and C_OverduePOResults respectively. For Value Measure Bob selects OverdueDays. Then, he clicks Activate and Add Evaluation.
The evaluation is a filter that regulates what you want the data to show. Bob names the evaluation Last Year – KPI. For Input Parameters and Filters Bob elects to only display EUR as his currency and sets his evaluation period for 365 days. For his KPI Goal Type Bob keeps the default, Fixed Value Type. Bob sets his target threshold for 500, his warning threshold for 300 and his critical threshold for 100. Then, Bob clicks Activate and Configure New.
There Bob is presented with various tile formatting options. In his simple demonstration Bob keeps the default tile configurations. Bob chooses ZX_KPI_CAT as his catalog before clicking on Save and Configure Drill-Down. Drill-Down determines what happens when the KPI is selected. Bob chooses to filter down with a Dimension of Material and a Measure of Overdue Days. This will create the chart depicted below.
Bob gives his view a title of By Product and chooses to use Actual Backend Data. So when the tile is clicked on in the SAP Fiori Launchpad it will link to the chart. After clicking OK, Bob clicks on the + button at the top of the screen to add some of the various charts that are subsequently listed. The selections will appear when the tile is drilled into. You can add additional graphical options if you desire different views of the data. Bob selects two charts before clicking on Save Configuration.
Back on the homepage of the KPI Design Window, Bob clicks on the pen object on the bottom right of the screen to configure what will be seen in the window. Click on the Add Group button and name it. Bob name’s his KPI’s Fiori Tile Group. Then, clicking the + button below the name allows you to add catalogs. It will load all of the catalogs your user has created. Bob adds the ZX_KPI_CAT catalog.
Once you turn off edit mode you can view your Overdue PO tile.
For more tutorial videos about What’s New with SAP HANA SPS 11 please check out this playlist.
SAP HANA Academy – Over 1,300 free tutorials videos on SAP HANA, SAP Analytics and the SAP HANA Cloud Platform.