rego university: business objects universes, ca ppm (ca clarity ppm) + jaspersoft

www.regoconsulting.com Phone: 1-888-813-0444

Creating and Maintaining Business Objects Universes

Business Objects Universes, CA PPM (CA Clarity PPM)


2

● Software & Setup Required

● The Basics

● Hands On

● Tips & Tricks

● What’s Coming (CA PPM 13.4 Changes)

● Q&A

Overview


3

Software & Setup Required

● For Oracle○ Oracle Client (32-bit)

○ TNS Names Entry exactly like the one found on the BO server

● For MSSQL○ Windows ODBC 32-bit data source exactly like the one found on the

BO server

● Install BO Client Tools○ Full BO CD downloadable from CA Support

○ Client tools only downloadable from SAP Support


4

The Basics


5

● Reporting tool (like Crystal Reports)

● Included free with CA PPM

● Browser-based - nothing to install

● Integrates with CA PPM

What is WEBI


6

● Translator – business language to query language

● Visually build data model

● Define a simplified view of the data

● Build SQL Queries on the fly

What are Universes


7

What are Universes


8

● Determine which custom fields are needed for reporting

● Build a custom universe and add your custom fields to it

● Link the custom universe with each of the (4) OOTB Universes

● Provide 1-2 day WEBI training course for CA PPM power users

● Keep the universe in sync with any CA PPM customizations

● Let the time-saving begin!

Implementing Ad-Hoc Reporting


9

Designer


10

Tables & Joins


11

Classes & Objects


12

Hands On


13

Tips & Tricks


14

● Copy & Modify CA OOTB Universes

● Custom Universe Linked to OOTB

● Hybrid

● Pros & Cons

Overall Architecture


15

● Import, Export, and Save

● Refreshing Table Structure

● Integrity Check

Designer


16

● Controls○ Row Limit

○ Time Limit

● SQL Parameters○ ANSI92

○ DISTINCT_VALUES

Universe Parameters


17

● Alias every table

● Set JOIN type properly (INNER vs. OUTER)

● No loops

● How to correct a loop

Tables & Joins


18

● Use CA PPM Terminology

● Hide OOTB Folders & Objects that aren’t used

● Use Detail fields to hide primary keys

Classes & Objects


19

● Replace WHERE clause with CASE statement

Classes & Objects


20

● Push measure aggregation to the database

Classes & Objects


21

● Add descriptions

● Add object formatting at the universe level

● Add relative date objects

Enhancing Universes


22

● Use the objects name and path to determine whether it already exists

● Never overwrite connection contents

● When the import is finished, always view the details

Migrating Universes & Reports


23

● Print (if you have PDF printing software)

● Save As…PDF

● Universe Documenter○ http://bukhantsov.org/2011/09/universe-documenter/

Documenting a Universe


24

Documenting a Universe


25

● Business Analytics is going away

● Adding Native CA PPM Ad-Hoc Reporting (Jaspersoft)

● Business Objects is here to stay

● Upgrading to BOXI 4.1 (latest)

What’s Coming – CA PPM 13.4


26



27



28



29

Questions

Contact US888.813.0444

Email [email protected]

Web Sitewww.regoconsulting.com

Thank you.

mailto:[email protected]

http://www.regoconsulting.com