SAP ABAP IMG Activity WCF_CRMC_UI_BI (Display SAP NetWeaver BI Reports)
Hierarchy
☛ WEBCUIF (Software Component) SAP Web UI Framework
   ⤷ CA-WUI (Application Component) WebClient UI
     ⤷ WCF_IMG_STRUCTURE (Package) Structure and Activities for WEBCUIF IMG
IMG Activity
ID WCF_CRMC_UI_BI Display SAP NetWeaver BI Reports  
Transaction Code S_A0F_96000086   (empty) 
Created on 20090427    
Customizing Attributes WCF_CRMC_UI_BI   Display SAP NetWeaver BI Reports in CRM 
Customizing Activity WCF_CRMC_UI_BI   Display SAP NetWeaver BI Reports in CRM 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name WCF_CRMC_UI_BI_EN    

Use

The following information gives you the detailed steps involved in defining reports in SAP NetWeaver Business Intelligence (SAP NetWeaver BI) for reuse and how to display them in SAP CRM.

There is a BI report reuse component that you can use to display any BI report based on the BW 3.x and 7.x technology within the CRM WebClient User Interface (UI) framework for releases of 5.x upwards. As is the case with any other reuse component, you can embed it in a view set or navigate to it in the components window. It can be used in work center pages and overview pages.

You need to maintain the BI reports in Customizing with a unique ID. This ID must be specified when the component is called. In addition, the Customizing allows you to specify cross-navigation targets from objects in the BI report to other SAP CRM components.

Requirements

If you want to customize a BI report in SAP CRM and you are not familiar with SAP NetWeaver BI, make sure you contact someone who knows the technical data of the BI reports that you want to use.

Standard settings

Activities

The minimum entry required to display a BI report is an entry in Define BI Reports. Here you must maintain at least the following settings:

  • BI Report ID - this is an ID you define, for example, TOP10_OPPORTUNITIES. Use this ID when calling the BI report component.
  • BI Object Type - this is the type of BI report.

    Currently, the following types are supported:

    • Template 3.x - you have to specify the technical name of the BI template in the field BI Object Key.
    • Query views 3.x - this is the generic template for query views; specify the query view name in the field BI Object Key.

      The following BI report types require a BI 7.0 system:

    • Template 7.x - you have to specify the technical name of the BI template in the field BI Object Key.
    • Query Views 7.x - this is the generic template for query views; specify the query view name in the field BI Object Key.
    • Query 7.x - this is the generic template for queries; specify the query name in the field BI Object Key.
    • Info Provider 7.x - this is the generic template for info provider; specify the info provider name in the field BI Object Key.

      Enterprise Report 7.x - you have to specify the technical name of the enterprise report in the field BI Object Key.

  • BI Object Key - this is the key that identifies the object which is based on the BI object type.

Note

Note that the SAP NetWeaver BI system name and the RFC destination of SAP NetWeaver BI are needed only if the report should not be started in the default SAP NetWeaver BI system. We recommend you do not make an entry in this field, as it is too restrictive.

  • Cross Navigation Links

    You can make Customizing settings to define cross navigation links to other CRM components from any characteristic in a BI report. For example, if you have a list of business partners (BPs) in the BI report, you could define the Customizing for the characteristic Business Partner to be able to right click on one of the BPs and select Display Business Partner Details. This would trigger direct navigation to the BP Details component that is specified in your cross navigation Customizing.

  • Define Cross Navigational Links for InfoObjects

    You first need to create a cross navigational link. A cross navigational link is based on characteristics' names (that is the technical name of the InfoObject) in SAP NetWeaver BI. You can define several cross navigational links for one InfoObject.

    • InfoObject - the technical name of the characteristic from which you want to navigate.
    • Nav. Link ID - the ID for the cross navigational link.
    • Sequence - a number that is used to sort the menu entries within the BI report's context menu.
    • Object Type - determines the target of the navigation.
    • Object Action - determines the target of the navigation.
    • Object Key Name - the name of the field that corresponds to the value that was selected in the BI report. For example, you selected a BP in the BI report. This is generally the ID of a BP (not the GUID). So we need to tell the framework that the value that is transferred is an ID.
    • Menu Text - the text that appears in the BI report's context menu.
    • The parameters object type, object action and object key name allow the framework to create the entity that is based on the value it obtained from SAP NetWeaver BI for the receiving component. For example, the BP ID '01234567890' is selected in the BI report. The framework tries to create a business object layer (BOL) entity of the correct type based on that ID. The entity that is created is transferred to the receiver.
  • Use a Cross Navigation Link

    To use a cross navigation link in a report, you must assign the report to it.

    Note

    This function is supported in 7.x based reports only with SAP NetWeaver BI 7.0 Enhancement Pack 1. For more information, see SAP Note 1268401.

  • Report Replacement

    This is an optional feature if customers want to replace any shipped customizing. For example, SAP ships a report ID TOP10_OPPORTUNITIES which calls BI template 0TPLI_TOP10_Q0001_V01. You then create a version of this BI template with the technical name ZTPLI_TOP10_Q0001_V01. To display your own version in CRM, you need to define a report replacement.

    First you create a copy of the basic Customizing for report ID TOP10_OPPORTUNITIES, for example, ZTOP10_OPPORTUNITIES. Then you change the BI object key to ZTPLI_TOP10_Q0001_V01 and save it.

    Now you need to create a new entry in Define BI Report Replacement from TOP10_OPPORTUNITIES to ZTOP10_OPPORTUNITIES.

  • Display a BI Report in SAP CRM
    • Define as a Logical Link
      • If you define a logical link for a particular BI report, you can use the link in:
      - Workcenter link groups
      - Direct link groups
      For more information on these groups, refer to the most up-to-date version of the CRM Application Context User Guide.
      You define the logical link in transaction CRMC_UI_NBLINKS using the following parameters:

Type    BI Report

Target ID    DISPLAY

Parameter    ID of the BI report from basic customizing

Parameter Class    CL_CRM_GEN_UI_BI_UTIL

Title    Title (for example, for display in the navigation bar)

  • Display a BI Report in Your Component

    To display a BI report in your component, you must create a component usage for every BI report that you want to display. This allows you to use it anywhere that a reuse component can be used.

    • Create a Component Usage for the BI Report
      • Create the usage with the following parameters:

ID    A unique ID in your component

Used Component    GSBIRP

Interface View    MainWindow

Note

Ensure you add the inbound plug DISPLAY. You need this if you want to navigate in your component to the embedded BI report.

  • Set the ID of the Report to the Component Usage
    • If the BI report is to be displayed without navigation (for example, as part of a view set or a dynamic page), you must specify the parameter REPID in the method WD_USAGE_INITIALIZE. Here is an excerpt from the coding:
    METHOD wd_usage_initialize.
    DATA: bicontext TYPE REF TO cl_bsp_wd_context_node.
    CASE iv_usage->usage_name.
    WHEN 'BIREPORT_1'.
    TRY.
    bicontext = iv_usage->get_context_node( 'BIREPORT_1' ).
    bicontext->set_s_struct(
    attribute_path = '' component = 'REPID' value = 'SAMPLE6' ) .
    CATCH cx_root.
    ENDTRY.
    ENDCASE.
    ENDMETHOD.
    You should replace SAMPLE6 with the BI report ID from basic Customizing.
    If you do want to navigate to the BI report, you could also transport a collection with the navigation. You can create the collection with the static method CL_CRM_GEN_UI_BI_UTIL=>CREATE_COLLECTION.
    Here is an excerpt from the coding that that you could use in an event handler or outbound plug:
    DATA: lv_bo_coll TYPE REF TO if_bol_bo_col.
    lv_bo_coll = cl_crm_gen_ui_bi_util=>create_collection( 'SAMPLE7' ).
    view_manager->navigate( source_rep_view = rep_view
    outbound_plug = 'NAVLINK'
    data_collection = lv_bo_coll ).
    You should replace SAMPLE6 with the BI report ID from ba
Business Attributes
ASAP Roadmap ID 201   Make global settings 
Mandatory / Optional 2   Optional activity 
Critical / Non-Critical 2   Non-critical 
Country-Dependency A   Valid for all countries 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
CRMVC_GEN_UI_BI C - View cluster SM34  
History
Last changed by/on SAP  20090427 
SAP Release Created in 701