Creating Categories for SAP Mobile BI Documents

How to create the default categories for the Mobile BI app.

Mobile BI 6.3 Icon

One of the current drawbacks of the current state of SAP mobile analytics is that not every Web Intelligence document can be rendered via the Mobile BI app. To get around this, SAP leveraged the existing categories mechanism, a seldom-used feature originally brought to the XI platform to allow the migration of categories from classic BusinessObjects 5.x/6.x. There are four default mobile categories, although only three are presently used by the Mobile BI app: Mobile, Confidential, MobileDesigned, and Featured. These are defined in the Central Management Console (CMC) under Applications -> SAP BusinessObjects Mobile BI (wouldn’t “Mobile BI” have been enough?) and described in the Mobile BI Report Designer’s Guide on the SAP Help Portal. The details about the Featured category are descibed in the Mobile BI Administrator’s Guide.

BI41 CMC Mobile Properties

Mobile – The “gatekeeper” category that controls whether content appears on the mobile device. It must be selected regardless of whether Confidential, MobileDesigned, or Featured are also selected.

Confidential – Prevents sensitive content from being permanently stored on the mobile device. Useful, but not a replacement for corporate mobile security policies or the use of centralized mobile device management.

MobileDesigned – Use “page layout” (close to original report design as possible) rather than default “card layout” (Mobile BI makes best guess how to display content).

Featured – Content is automatically downloaded to the mobile device when you log on to a server connection, or when the home screen is refreshed.

These categories are not created by the installation program, so you’ll want to create them as a post-installation task. The categories can be created in a flat structure as shown below. With a flat structure, mobile documents must be tagged with the Mobile category and optionally with one of the other three categories.

BI41 Mobile Categories Flat

But I prefer to arrange them in a hierarchical structure, as shown below. The benefit to this structure is only a single category is required to tag the document. Tagging a document with MobileDesigned, for example, will automatically tag it with the Mobile category via inheritance.

BI41 Mobile Categories Hierarchical

Starting with Mobile BI 6.0, additional categories can be used to further organize documents on the mobile device. I’m not sure why folders have been shunned, other than robust folder structures may have proved too cumbersome for the average mobile executive’s thumbs. Below you can see that I’ve added the categories Candy, eFashion, Pizza, Samples, and WDI to the CMC.

BI41 Mobile Categories Additional

And here’s how those categories appear on the mobile device. Notice that category sorting in the mobile app is case sensitive but is not in the CMC.

SAP Mobile BI Categories

I hope this article will inspire you to create the four default mobile categories and begin exploring the features of the SAP Mobile BI app.

Additional Reading

  • SAP KB 1851936 – Web Intelligence reports viewed in the SAP Mobile BI app for iOS are rendered differently between iPad generations
  • SAP Note 2007461 – Non-indexed Explorer Information Spaces are displayed in the report list on the SAP Mobile BI app for iOS
  • SAP Note 2076233 – Respect Category for Mobilizing Explorer and Xcelsius Content

Author: Dallas Marks

I am a business intelligence architect, author, and trainer. I help organizations harness the power of analytics, primarily with SAP BusinessObjects products. An active blogger, SAP Mentor and co-author of the SAP Press book SAP BusinessObjects Web Intelligence: The Comprehensive Guide, I prefer piano keyboards over computer keyboards when not blogging or tweeting about business intelligence.

4 thoughts on “Creating Categories for SAP Mobile BI Documents”

  1. Good article! Thank you.
    I have one question. When I save dashboard to platform as ‘Dashboard Object for Mobile Only’, it appears on IPAD even if it doesn’t belong to Mobile category, even if it’s in personal folder with restricted rights. I can’t restrict the visibility of the dashboards. Any advice how can I achieve this?
    The main idea that IPAD users could see reports and dashboards only from a particular Public folder.
    Thank you in advance for your answer.

    1. Alex,

      Sorry it took me a while to respond. I’m not familiar with this issue – at first glance I wonder if ahttp://www.dallasmarks.com/wp-admin/edit-comments.php#comments-form bug either in Mobile BI or on your version of the platform is allowing the document to be visible on the iPad.

      Dallas

  2. An earlier version of this article said that the Featured category was unused, which is incorrect. I’ve updated the article with details about its behavior, which are described in the Administrator’s Guide, not the Report Designers Guide like the other three mobile categories.

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