An SAP customer views itself as SAP customer first and foremost. A typical SAP company will have $MM+ investment in SAP Business Warehouse (BW). Today, Microstrategy, Tableau and ClickView allow direct connectivity to it. Currently, hundreds of thousands of users worldwide (if not millions) run Business Explorer (BEx) reports against BW and then use VLOOKUPS, HLOOKUPS and SUMIFs to deliver final content to business audiences. Having this connectivity would make their lives much easier and make PowerBI incredibly relevant and important.
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