Create Reports with SAP Ariba Procurement Data in SAP Crystal Reports

Crystal Reports has many options for offloading data processing to remote data; this enables real-time reporting. The CData ODBC Driver for SAP Ariba Procurement brings this capability to Crystal Reports. This article shows how to create a report on SAP Ariba Procurement data that refreshes when you run the report.

Refer to the given table for the tools and versions used for this article:

Connect to SAP Ariba Procurement Data

If you have not already, specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

In order to connect with SAP Ariba Procurement, set the following:

• ANID: Your Ariba Network ID.
• ANID: Specify which API you would like the provider to retrieve SAP Ariba data from. Select the Buyer or Supplier API based on your business role (possible values are PurchaseOrdersBuyerAPIV1 or PurchaseOrdersSupplierAPIV1).
• Environment: Indicate whether you are connecting to a test or production environment (possible values are TEST or PRODUCTION).

Authenticating with OAuth

After setting connection properties, you need to configure OAuth connectivity to authenticate.

• Set AuthScheme to OAuthClient.
• Register an application with the service to obtain the APIKey, OAuthClientId and OAuthClientSecret.

  For more information on creating an OAuth application, refer to the Help documentation.

Automatic OAuth

After setting the following, you are ready to connect:

APIKey: The Application key in your app settings. OAuthClientId: The OAuth Client Id in your app settings. OAuthClientSecret: The OAuth Secret in your app settings.

When you connect, the provider automatically completes the OAuth process:

1. The provider obtains an access token from SAP Ariba and uses it to request data.
2. The provider refreshes the access token automatically when it expires.
3. The OAuth values are saved in memory relative to the location specified in OAuthSettingsLocation.

When configuring the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Design a Report in SAP Crystal Reports

Follow the procedure below to use the SAP Crystal Reports tool to create the SAP Ariba Procurement connection and Design a Report.

1. File -> New -> Standard Report.
2. Expand the ODBC (RDO) node under Create New Connection and double-click on "Make a New Connection". Select CData SAP Ariba Procurement Sys or any other source to prepare the report. Click on NEXT and FINISH.
3. Configure the data source by selecting the tables needed in the report and clicking NEXT.
4. You can also link tables from the SAP Ariba Procurement data in SAP Crystal Reports. Click on NEXT after adding the links between tables.
5. After the tables are selected, select the fields you want displayed in the report from the selected table, followed by NEXT.
6. Select the "Group By" field to group the information on the report.
7. Sort the groups based on summarised totals and click on NEXT.

Create a Chart

After selecting a column to group by, the Standard Report Creation Wizard presents the option to create a chart. Follow the steps below to create a chart aggregating the DocumentNumber column's values.

1. In the Standard Report Creation Wizard, select the Bar Chart option and select the column you grouped by in the "On change of" menu.
2. In the Show Summary menu, select the summary you created.
3. Select filters and a template, as needed, to finish the wizard.

Select a template for the report to preview the finished report and view the chart populated with your data.

The Final Report

You can now see that the report contains all the fields specified.

Working with Remote Data

To ensure that you see updates to data, click File and clear the "Save Data with Report" option. As you interact with the report, for example, drilling down to hidden details, Crystal Reports executes SQL queries to retrieve the data needed to display the report. To reload data you have already retrieved, refresh or rerun the report.

You can offload processing onto the driver by hiding details elements and enabling server-side grouping. To do this, you need to select a column to group by in the report creation wizard.

1. Click File -> Report Options and select the "Perform Grouping On Server" option.
2. Click Report -> Section Expert and select the Details section of your report. Select the "Hide (Drill-Down OK)" option.

When you preview your report with the hidden details, Crystal Reports executes a GROUP BY query. When you double-click a column in the chart to drill down to details, Crystal Reports executes a SELECT WHERE query that decreases load times by retrieving only the data needed.

At this point, you have created a SAP Crystal report built on top of live SAP Ariba Procurement data using SAP Crystal Reports and CData ODBC Driver. Learn more about the CData ODBC Driver for SAP Ariba Procurement and download a free trial from the CData ODBC Driver for SAP Ariba Procurement page. Let our Support Team know if you have any questions.