Analytics & Dashboards
Better Business Insight with the Cockpit & Dashboards in SAP Business One
Analytical Portal
Successfully Manage and Grow your Business
One of the principal elements in a company is to have access to reports at anytime, anywhere. The Analytics Portal gives an organisation the ability to access relevant reports from different devices.
The Analytical portal provides a gateway to reports like Crystal Reports or Microsoft Excel that can be published to share with other users. To access the portal, you can use web browser (Google Chrome) by simply entering the server address followed by the port number.
Every SAP Business One user has access to the analytical portal, and they can see the reports which are authorized to that user. The authorization of these documents is managed per user in SAP Business one and reflects in the analytical portal.
Reports can now be downloaded directly and support different formats. For Microsoft Excel, available report formats are PDF, Excel or HTML and for Crystal reports available format is PDF.
There is flexibility to download the reports in different formats, means it is not necessary to have an SAP Business one client or Microsoft excel to access this report and the key benefit is, the report are made available on different devices such as web client or a mobile device supporting on-premise and on-demand users.
When a user has accessed the portal, the most relevant reports can be marked as favourites, the favourite report tab is then shown as active. Reports can be scheduled daily, weekly or monthly and the results can be sent via mail to the relevant recipients.
When the report is scheduled, the report scheduling tab is also shown as active. Report runs are saved in the report running history and information like report name, type, start date, time and run status. Report result can be downloaded and viewed.
This functionality gives a company the possibility to schedule reports, share them, get access to them from different devices and gain an overview of historical data.
Pervasive Analytics Dashboards
Enable front line employees to see data needed to make business decisions
Predict future behaviour with forecasting capabilities
Embed dashboards in transaction screen or in cockpit
Reflect transactional activity as it happens with real-time analysis
Pervasive Analytics KPIs
Evaluate the status of business in an easy-to-view way
Embedded in SAP Business One Cockpit
No knowledge about database tables and dependencies is needed, when using partner/ SAP pre-build HANA models
Pervasive Analytics Insight to Action
Enhanced feature set for Pervasive Analytics Dashboards and KPIs
Ability to relate business actions to pervasive dashboards and KPIs
Available action types:
1. Open SAP B1 Window to open B1 forms, such as Master Data
2. Trigger Enterprise Search
3. Link to SAP B1 Window, to show dashboard in a sidebar
4. Open Advanced Dashboard (see next slide for a description of advanced dashboards)
Embed dashboards in transaction screen or in cockpit
Reflect transactional activity as it happens with real-time analysis
Pervasive Analytics Advanced Dashboards
Supplementary Dashboard to display related, critical data
Ability to create supplementary dashboards to display related data for pervasive dashboards or KPI widgets
Add filters to break down the displayed results
Display critical data grouped on a dedicated dashboard
Quick access to related business analysis and KPIs
Customer 360°
Key facts on customers at a glance
The newly advanced dashboard provides a 360° customer view
Contains numerous KPIs and key customer data
Accessed via Business Partner Master Data
You can also Link the Customer 360° advanced dashboard as an action to an existing dashboard for easy access
Interactive Analysis
Interactive Analysis for Exploration
Helps users explore more information before making decisions
Improves productivity by putting the user in control of information
Leverages familiar MS Excel pivot tables to make analysis work quick and simple
Excel Reports
A reporting tool based on Excel
Utilizes SAP Business One Semantic Layer (SAP HANA views) as a data source
Excel Report Designer tool delivered as an Excel add-on
Reflect transactional activity as it happens with real-time analysis
Leverage the power of Excel
Enables better decision-making