MCG University

SAP Business One Pervasive Analytics

In this course of MCG University, we will introduce you to the SAP Business One Pervasive Analytics. Pervasive Analytics provides a visualization of current information to help accelerate your decision-making process for various functional areas including, Accounts Payable, Accounts Receivable, Inventory, Sales, Expenses, Assets, Liabilities and much more.

Getting Started

  • Navigate to Pervasive Analytics
  • Tools > Pervasive Analytics
  • SAP provides many predefined KPI’s, Dashboards, and Advanced Dashboards with the initial installation.
  • Analytics can cover all functional areas in SAP.
  • Today, we will create a new Dashboard.
  • To start, select the “+” on New Dashboard
  • Select the Data Source, the icon that looks like a file folder.
  • Each menu item has a list of queries that can be selected that will extract data from SAP for use in the Dashboard.
  • We will select the Sales Order Details query in the Sales > Single Document Transactions menu
  • The query is displayed at the top with a sample of the data listed at the bottom.
  • Selecting OK provides us the ability to define the parameters that will be used in the Dashboard.
  • There are 2 tabs, Basic Settings and Filters and Parameters.
  • In the Basic Settings section in the tab at the top of the screen, we can determine what is measured and how the data is organized.
  • Measures are used in the graphical representation of the data.
  • In this scenario, we will drag the Quantity field to the Target Measures box.
  • Target Dimensions are used to group and segment the data into specific criteria that help to make the data relevant to desired needs.
  • For this exercise, we will choose Business Partner name from the Business Partner Dimensions and Item Description from the Item Dimensions.
  • Displayed are the top 10 inventory items sold to ADA Technologies for entire business relationship.
  • The number of products displayed can be adjusted from 5 to 300 by moving the Limit to Top slide at the bottom of the Basic Settings tab.
  • Strategy Type is used for statistical analysis and will not be used in this presentation.
  • Chart Type defines the graphical representation that will be displayed.
  • These are similar to many of the available charts in Excel including, line, bar, pie, stacked, scatter and bubble.
  • The Filter and Parameter tab provides additional refinement of selected data.
  • The same Measures and Dimensions are available to apply to Active Filters.
  • Limiting the transactions to the past 12 months, we will drag the Document Date from the Document Dates menu in Dimensions to the Active Filters box.
  • A Filter Editor will open allowing us to specify the date range of the data to represent.
  • The Time Units can be by date or year.
  • By Year defines fixed timeframes. By Date allows for moving timeframes that will consider recent transactions.
  • The Begin and End date selection are fundamentally the same.
  • The first button is Pick A Date and is used to select a fixed date.  The second selection allows for a selection of current time periods.  The last selection allows for specification of multitudes of time periods as well as selecting in the past or future.
  • In the From Time Period section, we will select the third option, enter a “12” in the first box, select “Months” in the second box and “In the past” in the last box. This will include transactions with a SO Posting date starting 12 months ago.
  • In the To Time Period section, we will select the second option and pick “This Year” in the drop box.  This will include all transactions in the current year.
  • Additionally, Pervasive Analytics provides a mechanism to display the results on a Marketing Document.
  • Since we want to provide information relevant to the sales team, we will add the chart to the Sales Order.
  • Actions in the My Dashboards section can be categorized as proactive and reactive.
  • The proactive action assigns the Dashboard to the Analytics tab on the slide out menu of a marketing document.
  • The reactive action has the capability to open another Marketing Document, create a search based on query findings or open an Advanced Dashboard (Advanced Dashboards will be reviewed in another Michell Consulting presentation.)
  • Today, we will focus on the proactive action.
  • Select the plus sign (+) to add a new action.
  • Name the action by entering a short description.
  • Select Sales Order from the Target SAP Business One Window dropdown box.
  • The section that is a little off color contains the association between the Dashboard and the data on the Marketing Document.
  • On the Dashboard Dimension dropdown, select Business Partner Code.
  • On the Target SAP Business One Window Field, select Customer/Vendor Code.
  • Select OK.
  • For new Dashboard items, select the checkmark with the arrow (→) along the upper section to Save As.
  • When updating an existing Dashboard, select the checkmark () to Save with the existing name.
  • Selecting Save As will ask for a Dashboard Name.
  • To validate the Dashboard is appearing correctly on the Sales Order, open the Sales Order document, select an order and select the Analytics tab on the Slide Out menu.
  • The company name in the Sales Order and the company name in the Analytics are the same.
  • The top 10 products based on purchases in the past 12 months is graphically displayed.
  • If a tabular view of the data is preferred, select the spreadsheet icon at the top of the Analytics Dashboard.