Pre-filtering SAP BusinessObjects data

When sourcing data from SAP BusinessObjects for Metrics, Reports, External Reports, Dimensions and Datasets, you can pre-filter your data before fetching it. This function allows to focus on the slice of data that you really need and exclude those values that are currently irrelevant for you and your research.

PREREQUISITES:

Establish Connectivity to SAP BusinessObjects

How to find Filter names in SAP BusinessObjects?

Most of the data displayed on the SAP BusinessObjects Views can be filtered by different criteria. You can choose to include all measurements or exclude information that is currently irrelevant for you.

On the example below, the data view was modified by values in the Lines filter displayed to the left of the graph.

1. Define a Source Object for Data Collection

Start by creating an element. Once you get to the process of Data Collection, define the following:

  1. Data Source: This is an entity that connects SAP BusinessObjects and Metric Insights. For more information, see: Establish Connectivity to SAP BusinessObjects
  2. Data Collection Trigger: select the Trigger that is going to initiate updating information in this Metric.
  3. Report: Click Select Element to open the pop-up with the list of available SAP BusinessObjects reports that can be a source of data.
  4. Each item in the list is represented as the path (hierarchy) to the respective Report in SAP BusinessObjects. Find the desired report in the list.
  5. If you do not see the required item, try refreshing the list by clicking the Refresh icon at the upper right corner of the pop-up.

2. Adding SAP BusinessObjects Filters to Metric Insights

When creating a Metric / Report / External Report fetched from SAP Business Objects, after you define the Report that should serve as a Data Source, you may pre-filter information that is going to be fetched.

To pre-filter the data, click [+SAP BusinessObjects Filter]. The following pop-up will give you 3 options to add Filters.

NOTE: Examples given below are taken from the SAP BusinessObjects Report shown at the top of the page.

Once filters are added to an element built against a Source Object, they become available for all new Datasets (or elements) created from the same Object.

2.1 Enter manually

  1. SAP BusinessObjects Filter Name: Define the name of the filter from SAP BusinessObjects (The name of the Filter must exactly match the column names of the SAP BusinessObjects Report. Filter names are case sensitive. Unless the match is exact, the Filter will not work).
  2. Filter Values: Choose 'Enter Manually' and click Save at the bottom of the pop-up.
  3. Click [+ Add Value] and in the opened pop-up type in the name of the filter value. Save your entry. All added values appear in the Values list.
  4. Save your entries.

2.2 Using dimension values

If you have already used SAP BusinessObjects filters to create Dimensions in Metric Insights, you can quickly choose which Dimension Values you want to use for pre-filtering:

  1. SAP BusinessObjects Filter Name: Define the name of the filter from SAP BusinessObjects.
  2. Filter Values: choose 'Map to Dimension Values'.
  3. Dimension: select a corresponding Dimension from the drop-down list and all its Values are going to be loaded to the Values list automatically.
  4. Save your entry.

NOTE: Dimensions used here must have Values that exactly match the Filter Values in SAP BusinessObjects (if the Values do not match, the Filter will not work)

2.3 Using Date

  1. SAP BusinessObjects Filter Name: Define the name of the filter from SAP BusinessObjects (The name of the Filter must exactly match the column names of the SAP BusinessObjects Report. Filter names are case sensitive. Unless the match is exact, the Filter will not work).
  2. Filter Values: Choose 'Date'.
  3. Select the Date Format used in your SAP BusinessObjects Report.
  4. Save your entries.

3. How do I add filters to a results set from SAP BusinessObjects?

  1. Click the Pencil icon in the filter row to add it.
  2. When the filter is added, you can use it for "All Values", "Only Selected Values" or ignore it.

4. Deleting Filters

To delete some of the added filters: (1) click the Filter icon in the Report field and (2) choose the unnecessary filters. Click the Trash bin icon in the corresponding row.