SAP BusinessObjects Sales Rapid User Guide

SAP BusinessObjects Sales Rapid Mart XI 3.2, version for SAP solutions - User Guide

Version 12.2.0.0

October 2009

Trademarks

without the express permission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

All rights reserved. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.

Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.

All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

Chapter 1 Introduction 11

What is a Rapid Mart? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Rapid Marts packages accelerate Time to Value . . . . . . . . . . . . . . . . 13

SAP BusinessObjects Rapid Marts packages architecture . . . . . . . . . 14

About this document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 2 Overview 17

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

What you can do with this Rapid Mart . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Supported analyses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Related Rapid Marts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Sharing components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

SAP BusinessObjects Sales Rapid Mart, version for SAP solutions schema 24

Where the Rapid Mart fits in the customer order management cycle . . . . 25

Chapter 3 Subject Areas 27

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Sales Order Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Rapid Mart processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Rapid Mart Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Backlog Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Rapid Mart processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Rapid Mart data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Schedule Lines Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Rapid Mart processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Rapid Mart data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Delivery Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Rapid Mart processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

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Rapid Mart data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52

Billing Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Rapid Mart processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Rapid Mart data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

Sales Order History Preservation Section . . . . . . . . . . . . . . . . . . . . . . . . . .61

Rapid Mart processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

Rapid Mart data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

Document Flow Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

Rapid Mart Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

Rapid Mart Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

On Time Delivery Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70

Rapid Mart Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

Rapid Mart data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

Document Validation Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

Rapid Mart Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

Rapid Mart Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Chapter 4 Reports 79

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80

Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80

Recommended table joins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

Deliveries and On-Time Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97

Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97

Recommended table joins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107

Billing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115

Summary Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115

Recommended table joins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Backlog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123

Sample report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123

Recommended table joins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125

Schedule Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

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Recommended table joins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Sales Order History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Recommended table joins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Document Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Recommended Table Joins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Invalid Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Recommended Table Joins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

SAP Master Data Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Data Discovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Data Auditing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Recommended table joins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Chapter 5 Universe 163

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Universe Design Principles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Universe Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Universe Table Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Join Strategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Hierarchies Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Geographic Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Time Dimension and Fiscal Period Hierarchies . . . . . . . . . . . . . . . . . 171

Material Product Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Horizontal & Vertical Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Hierarchy Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

SAP Sales Analysis Universe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Universe Objects & Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Common Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Fact Table Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

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Sales Orders & Backlog Subject Area . . . . . . . . . . . . . . . . . . . . . . . . 197

Schedule Lines Subject Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Deliveries Subject Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204

Billings Subject Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209

Sales Order History Subject Area . . . . . . . . . . . . . . . . . . . . . . . . . . . .212

Document Flow Subject Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215

Current On Time Delivery Subject Area . . . . . . . . . . . . . . . . . . . . . . .217

History On Time Delivery Subject Area . . . . . . . . . . . . . . . . . . . . . . . .221

Invalid Documents Subject Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Universe Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .226

Using Fact Tables as Dimensions to Other Fact Tables . . . . . . . . . . .227

SAP Master Data Universe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .230

Universe Objects & Classes - Master Data . . . . . . . . . . . . . . . . . . . . .230

Universe Validation - Master Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Customizing the SAP Sales Analysis Universe . . . . . . . . . . . . . . . . . . . . .267

Chapter 6 Installing the Rapid Mart 269

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .270

System Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

Personnel Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .272

Rapid Mart product components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .273

Preparing your environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .275

Preparing Data Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .275

Preparing Target Database Environment . . . . . . . . . . . . . . . . . . . . . .275

Preparing Source Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .276

Preparing BusinessObjects Enterprise . . . . . . . . . . . . . . . . . . . . . . . . 276

Performance Tuning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .276

The Rapid Mart Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .278

Install the Rapid Mart Target Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . .279

Create Target Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .279

Install the Data Services Job(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Renaming the Data Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .282

Import ATL File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .284

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Adjusting the Data Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

Using Auxiliary Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Using ABAP Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

Final Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

Installing Rapid Mart Reporting Content . . . . . . . . . . . . . . . . . . . . . . . . . 300

Import Wizard for Reporting Content BIAR File . . . . . . . . . . . . . . . . . 300

Creating Universe Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316

Chapter 7 Using the Rapid Mart 319

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Recovery framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Data Services automatic recovery feature . . . . . . . . . . . . . . . . . . . . . 320

Rapid Mart recovery framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

Execution status framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

The execution status table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

The execution status API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Executing a job with the Reset option . . . . . . . . . . . . . . . . . . . . . . . . 324

Extraction, transformation and loading process . . . . . . . . . . . . . . . . . . . . 324

Global Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Global Variable Cross-Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Used in All Rapid Marts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330

Used in 2 to 10 Rapid Marts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333

Used in Only 1 Rapid Mart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Setting Global Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

Executing the job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

Initial (First) Extraction and Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

Incremental (Delta) Extraction and Load . . . . . . . . . . . . . . . . . . . . . . 358

Customizing the Rapid Mart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Chapter 8 Technical Implementation 361

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Sales order section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Dimension Table Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363

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Initial load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

Incremental load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .369

Processes completed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .370

Delivery section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .373

Dimension table load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .373

Initial load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376

Incremental load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .377

Processes completed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .377

Billing section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379

Dimension table load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .379

Initial load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382

Incremental load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .383

Backlog section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .384

Dimension table load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .384

Initial and incremental load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

Schedule lines section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .393

Dimension load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

Initial and incremental load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

Sales order history preservation section . . . . . . . . . . . . . . . . . . . . . . . . . .396

Dimension load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396

Initial and Incremental Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398

On Time Delivery Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .400

Dimension Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .400

On Time Delivery Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .402

Optimization Techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .407

Table Partitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .407

Data Transfer Transform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .409

Hierarchy Optimizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Dealing with NULL values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .413

Fact Table Stored Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415

Fiscal Periods & Time Dim Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416

8 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

Contents

Chapter 9 Documentation References 419

Data Services Documentation References . . . . . . . . . . . . . . . . . . . . . . . 420

BusinessObjects Enterprise Documentation References . . . . . . . . . . . . 420

Appendix A Rapid Mart Data Schema 423

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide 9

Contents

10 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

Introduction

chapter

Introduction

What is a Rapid Mart?

SAP BusinessObjects Rapid Marts packages are blueprints for building data marts with SAP BusinessObjects technology:

• Data Services

• Universe Designer

• Web Intelligence.

Rapid Marts packages deliver jump-start ETL (extract, transform & load) mappings, schema, and initial reporting content, accelerating the deployment of BI (business intelligence) for enterprise applications from SAP, PeopleSof t, Oracle, and Siebel.

Each Rapid Mart is designed to address the reporting needs of a specific business area (or department) like accounting, sales, or purchasing. A component-based framework allows conducting analysis across these selected business areas by combining different packages within the same source application suite.

Rapid Marts focus on basic standard configuration of the enterprise applications. They are country and industry neutral templates meant to be easily modified and extended to suit customer specific application implementation and reporting needs.

Rapid Marts incorporate best practices, and provide easily modifiable templates. With Rapid Marts total development time of a data mart solution is greatly reduced.

Each customer situation is different. You will probably encounter one or more of these:

• Customizations you have made to SAP solutions the Rapid Mart does not

cover.

• Standard SAP solutions data fields important for your specific business,

but not included in the Rapid Mart templates.

• Optimization and performance challenges unique to your environment.

• Reporting requirements not covered within the Rapid Mart template

reports.

Rapid Marts are flexible templates that you can adjust to account for these unique situations. It is expected that some customization and optimization will be needed to suit your individual environment. Rapid Marts are not an out-ofthe-box solution.

12 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

BI tools and analytic tools can access Rapid Mart data through SQL queries. Rapid Marts can be implemented individually, or in any combination, to form a single platform that delivers the infrastructure for your company’s internal and external information needs. They can also serve as a staging area for enterprise analytic applications.

Rapid Marts provide your business with an accelerated time to value through rapid BI deployments because you can implement them quickly and easily customize them to meet specific analytic requirements.

Rapid Marts packages accelerate Time to Value

Rapid Marts are packaged data solutions that you can quickly deploy to address specific areas of business analysis.

Available Rapid Marts packages for SAP solutions include:

Financial Suite:

• SAP BusinessObjects General Ledger Rapid Mart, version for SAP

solutions

• SAP BusinessObjects Accounts Payable Rapid Mart, version for SAP

solutions

• SAP BusinessObjects Accounts Receivable Rapid Mart, version for SAP

solutions

• SAP BusinessObjects Cost Center Rapid Mart, version for SAP solutions

Operational Suite:

• SAP BusinessObjects Inventory Rapid Mart, version for SAP solutions

• SAP BusinessObjects Purchasing Rapid Mart, version for SAP solutions

• SAP BusinessObjects Sales Rapid Mart, version for SAP solutions

Manufacturing Suite:

• SAP BusinessObjects Plant Maintenance Rapid Mart, version for SAP

solutions

• SAP BusinessObjects Production Planning Rapid Mart, version for SAP

solutions

• SAP BusinessObjects Project Systems Rapid Mart, version for SAP

solutions

Human Capital Management (HCM) Suite:

• SAP BusinessObjects Human Resources Rapid Mart, version for SAP

solutions

Introduction

What is a Rapid Mart?

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide 13

Introduction

What is a Rapid Mart?

You can combine multiple Rapid Marts packages into a single environment to build the foundation for your data warehouse or use them as a staging area for business intelligence applications.

SAP BusinessObjects Rapid Marts packages architecture

Rapid Marts architecture is driven by SAP BusinessObjects technology. Rapid Mart Architecture:

Rapid Marts packages include the following components:

14 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

Introduction

What is a Rapid Mart?

• Data Movement Jobs - packaged source-to-target mappings and data

transformations. Each job is designed to perform initial and incremental data movement;

• Data Model & Schema - set of dat a mart database objects designed with

dimensional data modeling approach. Rapid Marts packages for SAP solutions has a single integrated data model. The schema are available for Oracle, SQL Server IBM DB2, and Teradata;

• Semantic Layer (Universes) - SAP BusinessObjects metadata packages

for efficient query generation. There can be one or more universes per Rapid Mart. Each universe is developed using Rapid Marts design principles to ensure compatibility, code readability, and component reuse. In addition, there is one Master universe for development/ maintenance of multiple use objects (like Customer, Material, Currency, etc.);

• Reports (Samples) - set of 15-20 Web Intelligence reports per Rapid

Mart. They represent answers to mostly asked business questions (for example, in the SAP BusinessObjects Sales Rapid Mart, version for SAP solutions - 'What is the monthly Revenue trend by Division for this year?'). The reports are developed using Rapid Mart color/layout templates. Reports are examples of Web Intelligence best practice development (trends, listing, guided analysis, roll ups and downs, etc.).

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide 15

Introduction

About this document

This document describes the SAP BusinessObjects Sales Rapid Mart, version for SAP solutions. This document contains information for a variety of users—information that helps you understand the use of the Rapid Mart, the data in the Rapid Mart, the reports you can create with the Rapid Mart, and how to use and update the Rapid Mart.

This document contains the following chapters:

• Chapter 2: Overview — Describes the business problems you can solve

and the types of analyses you can do with this Rapid Mart

• Chapter 3: Subject Areas — Contains detailed information about each

section in the Rapid Mart, including the processes each section captures

• Chapter 4: Reports — Provides examples of reports you can produce

• Chapter 5: Universe — Describes SAP BusinessObjects Universe upon

which the reports are based

• Chapter 6: Installing the Rapid Mart — Contains the information you need

to install the Rapid Mart

• Chapter 7: Using the Rapid Mart — Describes how to execute the Rapid

Mart, including information about initializing variables and considerations you need to make when customizing the Rapid Mart

• Chapter 8: Technical Implementation — Describes each section and the

work flows that run to load that section

• Chapter 9: Documentation References — Information about where to find

related to the Rapid Mart technical documentation on Data Services and BusinessObjects Enterprise

• Appendix A: Rapid Mart Data Schema — Contains a detailed list of the

tables and views in the Rapid Mart

16 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

Overview

chapter

Overview

This chapter describes the business problems you can solve with the SAP BusinessObjects Sales Rapid Mart, version for SAP solutions and the types of analyses you can do with this Rapid Mart. The information in this chapter is useful for those who want a business-level overview of the Rapid Mart and its benefits.

This chapter contains the following sections:

• What you can do with this Rapid Mart

• Supported analyses

• Related Rapid Marts

• SAP BusinessObjects Sales Rapid Mart, version for SAP solutions

schema

• Where the Rapid Mart fits in the customer order management cycle

What you can do with this Rapid Mart

The SAP BusinessObjects Sales Rapid Mart, version for SAP solutions supports analysis of data in the Sales and Distribution (SD) module of SAP solutions. This module allows businesses to manage products, sales, and services and to manage their performance with customers and other business partners.

Using this Rapid Mart, you can:

• Analyze sales trends

• Determine customer behavior

• Forecast product sales with greater accuracy

• Plan product life cycles

• Track deliveries you make to your customers

• Track On Time Delivery Performance

• Report Bookings, Billings, Backlog in SAP solutions Document Currency

or your Global Currency

The SAP BusinessObjects Sales Rapid Mart, version for SAP solutions addresses three sub-modules of SD:

• Sales (SD-SLS)

• Shipping (SD-SHP)

• Billing (SD-BIL)

18 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

Overview

What you can do with this Rapid Mart

With the SAP BusinessObjects Sales Rapid Mart, version for SAP solutions you can answer the following kinds of questions:

• How are new product features affecting sales?

• How do sales vary by region?

• What is the average delivery time for a product?

• How well are we meeting our scheduled deliveries to customers?

• How well are we planning our deliveries for our customers?

• How do distribution, pricing, and promotional activities compare across

geographically diverse locations and various time periods?

• Are we fulfilling our commitments to customers in a timely fashion?

• What would our revenue have been if all originally entered sales orders

had been fulfilled?

• What are the trends in my sales orders history?

• What are my monetary exchange rate variances between my document

currency and Global currency?

• How do my bookings (sales orders) compare to my billings in a given

time period?

• How many credit memos are we issuing?

• What impact do credit memos have on revenue?

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide 19

Overview

Supported analyses

The SAP BusinessObjects Sales Rapid Mart, version for SAP solutions supports several types of analyses.

Business function

Sales Orders (Bookings)

Backlog By Delivery

Schedule Lines Planning

Delivery Efficiency

Types of analysis

Sales

Returns

By Billing

Service Level

Measures available in the Rapid Mart

• Sales order volumes and trends across time at

summary level for the enterprise or any level down to individual line-item information

• Sales ranking by customer, product, sales

representative, region, or sales type

• Detailed sales order analysis by customer, product,

sales representative, region, sales type

• Customer requests fulfillment in terms of delivery

dates and quantities

• Sales orders of return category

• Return trends over time by customer, product,

region, sales type

• Un-delivered sales orders

• Un-billed sales orders

• Days Early or Late (Customer Requested Delivery

Date vs. Planned Delivery Dates).

• Compare Returns vs. Sales (booking) Trends

• Average order-to-delivery cycle time

• Cycle time patterns between order and delivery by

customer, product, sales office

• Comparison of scheduled and actual material

availability, loading, goods issue, and delivery dates

• Backlog quantities by customer, product, region

• Completion status by customer, product, region

• Shipped products for revenue recognition

20 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

Overview

Supported analyses

Business function

Billing Discounting

Sales Order History

Document Flow Sales Order

On Time Delivery By Schedule

Invalid Documents by Sales Order

Types of analysis

Margins

Revenue

Sales order changes preservation

Lifecycle

Line or Delivery

or Billing

Measures available in the Rapid Mart

• Trends for discounting by product over time for

different customers

• Relationship between discounting and sales volume

• Base price to discount price and product cost

comparisons to identify margins and time by product

• Revenue over time by customer, product, sales

organizations

• What if revenue analysis

• Deletion of sales orders by sales person, by product,

by customer

• Unfulfilled Sales Orders

• Sales Order fulfillment Lifecycle (sales order

creation to billing time)

• Lifecycle by customer , product, sales representative,

region, sales type

• Average Days Delivery is Early or Late

• Quantities Early or Late

• Net Value Early or Late

• On Time Delivery Performance

• Sales Orders rejected by the Data Services

• Billings rejected by the Data Services

To support these analyses, the SAP BusinessObjects Sales Rapid Mart, version for SAP solutions contains a number of dimension tables. Tables extracted from SAP solutions master data and customizable tables include enterprise entities such as country, region, currency, plant, customer, and material data. Tables extracted from the SD module include pricing, organizational elements and their hierarchies (sales organization, division, distribution channel, sales office, sales group, sales person), and sales documents.

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide 21

Overview

Related Rapid Marts

Each Rapid Mart is composed of multiple components. A component is a stand-alone work flow that completes a particular task, such as loading a specific dimension table. Components can contain other components. A section is a set of components that address a particular business problem or subject area. A section is itself a component.

Components of the SAP BusinessObjects Sales Rapid Mart, version for SAP solutions are related to other SAP BusinessObjects Rapid Mart components. For example:

• Sales orders for make-to-order materials are included in the:

• SAP BusinessObjects Inventory Rapid Mart, version for SAP

solutions - linked by material movements.

• SAP BusinessObjects Production Planning Rapid Mart, version for

SAP solutions - linked by reservations, and production orders.

These linkages give a complete view of the manufacturing process.

• Sales orders for Purchased materials are tracked in the:

• SAP BusinessObjects Purchasing Rapid Mart, version for SAP

solutions. - linked by purchasing documents, goods receipts, and invoice receipts.

• SAP BusinessObjects Accounts Payable Rapid Mart, version for

SAP solutions - linked by purchasing documents (financial view) and vendor financial documents.

• Tracking of customer payments for sales billings are included in the SAP

BusinessObjects Accounts Receivable Rapid Mart, version for SAP solutions.

Sharing components

The same components can be used in multiple Rapid Marts. For example, a component that extracts information about materials bought, produced, and sold is needed for a Rapid Mart that supports sales analysis and also for a Rapid Mart that supports inventory analysis. Work flows that extract star schema “dimensions” are components. You can add a component to any Rapid Mart using a simple import procedure.

A Data Services job can include multiple instances of a component. For example, each section includes all the required dimension components. Therefore, a job with several sections may include several instances of a particular dimension component. Components are set to execute only once within a job. This “execute once” feature ensures that shared components do

22 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

Overview

Related Rapid Marts

not cause duplicate data extraction from SAP solutions. For more information about the “execute once” feature, see the Data Integrator/Data Services Designer Guide.

Each of the sections listed in “What you can do with this Rapid Mart” on

page 18 are considered components. You can identify a component within an

Data Services job by a “C_” prefix before its name. For example, the component that contains sales order and the associated reporting dimensions is named C_SalesOrder_Section.

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide 23

Overview

SAP BusinessObjects Sales Rapid Mart, version for SAP solutions schema

The following diagram shows an overview of the SAP BusinessObjects Sales Rapid Mart, version for SAP solutions Star Schema Layout. Tables in the center of the diagram are the fact tables and correspond to particular sections; the side boxes contain dimension tables that may apply to multiple sections.

24 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

Where the Rapid Mart fits in the customer order management cycle

Additionally the Sales Rapid Mart includes the following hierarchy, staging, validation, and auxiliary tables that are not organized as a star schema:

Where the Rapid Mart fits in the customer order management cycle

The SAP solutions customer order management cycle consists of the following elements:

• Pre-sales activities (such as quotations, inquiries, contracts, and

scheduling agreements)

• Sales order processing

• Inventory sourcing

• Delivery

• Billing

• Payment

Overview

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide 25

Overview

Where the Rapid Mart fits in the customer order management cycle

Other Rapid Marts (see “Related Rapid Marts” on page 22) fit into the Order Management Cycle as shown below:.

26 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

Subject Areas

chapter

Subject Areas

Overview

Each section in the SAP BusinessObjects Sales Rapid Mart, version for SAP solutions pertains to a particular subject area. This chapter describes each section and the processes each section captures.

The information in this chapter is useful to understand the data in the Rapid Mart and how it relates to SAP solutions.

This chapter discusses:

• Sales Order Section

• Backlog Section

• Schedule Lines Section

• Delivery Section

• Billing Section

• Sales Order History Preservation Section

• Document Flow Section

• On Time Delivery Section

• Document Validation Section

Sales Order Section

A sales order is a document that captures and records customer commitment to purchase goods or services. The sales order contains all the information needed to process the customer commitment throughout the SD module.

The SAP BusinessObjects Sales Rapid Mart, version for SAP solutions has no restrictions on sales document categories. The sales order section captures:

• sales orders,

• returns,

• credit and debit memo requests,

• pre-sales documents, such as

• quotes,

• inquiries,

• contracts,

• scheduling agreements.

When creating a sales order, SAP solutions copies default information from the following:

28 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

Subject Areas

Sales Order Section

• Customer master

• Material master

• Condition records for pricing

• Pre-set configuration for shipping point and route

SAP solutions can create a sales order that references another sales document, such as a quote, an inquiry, scheduling agreement, or a contract. SAP solutions can overwrite copied information for a particular sales order.

SAP solutions supports many types of sales transactions within sales order processing, including:

• Standard order — Product request from a customer with 'normal' delivery

requirements

• Rush order — Product request from a customer with immediate delivery

• Returns authorization — Product return from a customer

• Delivery free of charge — Product delivered to a customer with no charge

• Consignment — Product sent to a customer but p aid for only as it is used

• Service Contracts — Used by the SAP solutions Service Module

• Quotation — Initial quote to a customer before sales order is created.

Can be turned into a sales order once the sale is agreed to.

• Debit Memo Request — A precursor to a Debit Memo. These are

instructions for additional charges to a customer.

• Credit Memo Request — A precursor to Credit Memo. These are

instructions to reduce charges to a customer.

• Inquiries — A precursor to a quotation. A Customer can ask for detailed

information about specific goods, in particular their prices.

The sales order section extracts order-related data from SAP solutions header and line item tables. The section stores the transactions for individual sales order documents in the SALES_ORDER_F ACT table. This section does not store the history of data changes to sales orders.

Sales order processing in Data Services for the Rapid Mart has two major branches. The first is the initial load. This is a full refresh of all sales orders in the SAP solutions system. Typically, you will run this refresh only once when you first implement the Rapid Mart.

The second branch is the incremental or “delta” load of the sales orders. The Data Services keeps track of the run date for each Rapid Mart refresh, including the first. Subsequent refreshes load only those sales orders that have been added, deleted, or changed in SAP solutions since the previous refresh.

SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide 29

Subject Areas

Sales Order Section

Note: The Rapid Mart treats deleted sales orders differently than SAP

solutions. In SAP solutions the sales orders are physically deleted from the database. However, the Rapid Mart does not delete the records, but assigns them a reject code.

Both the first and incremental refreshes use a staging table to prepare sales order information for the Rapid Mart. The table is named SALES_ORDER_STAGE. Data extracted from SAP solutions is loaded here first.

Further transformations of the data take place in the stage table. These include lookup of Global Currency exchange rates and of the ship to address for each sales order

Once the staging table is fully updated, the global currency exchange rates lookups are validated using a Validation transform in the Rapid Mart. Rows that do not validate are written to the SALES_ORDER_FACT_BAD table. Rows that pass validation update the SALES_ORDER_FACT table. See the

Document Validation Section later in this chapter for more details.

Rapid Mart processing

Sales orders are stored in the SALES_ORDER_FACT table of the target database. Additionally, this section captures the following dimensional attributes and their associated dimension tables.

Attribute Dimension Table Names

Billing Block BILLING_BLOCK Central Address CENTRAL_ADDRESS Company Code COMPANY_CODE Controlling Area CONTROLLING_AREA Credit Control Area CREDIT_CONTROL_AREA Credit Management Risk Class CREDIT_MGMT_RISK_CLASS Monetary Currency CURRENCY Customer CUSTOMER Customer Group CUSTOMER_GROUP Delivery Block DELIVERY_BLOCK Delivery Route DELIVERY_ROUTE Distribution Channel DISTRIBUTION_CHANNEL Division DIVISION

30 SAP BusinessObjects Sales Rapid Mart XI 3.2 for SAP solutions User Guide

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