Bex Analizer

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MS Excel Integration with the New Business Explorer Analyzer

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Excel Formatting & Formulas

BEx Analyzer Design Mode

Overview: BEx Analyzer

End User Interaction

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Introduction to MS Excel Integration

The Business Explorer Analyzer offers convenient functions for Business Experts to evaluate and present BI data interactively within MS Excel.

A user can define queries and subsequently analyze the data. Using embedded navigation functions (e.g., expand hierarchy, filter a characteristic by a characteristic value and so on) a business user is able to look at and evaluate data from different perspectives.

Key CapabilitiesBI data is easily embeddable into MS ExcelBusiness users can utilize their Excel know-how and use Excel functionality on top of BI data. SAP NetWeaver 2004s provides enhanced navigation features such as Drag & DropSAP NetWeaver 2004s provides additional functionality such as a design mode and leverages Excel formatting and formula featuresBI Planning is completely integratedBI data has to be easily distributable. Hence, BEx Analyzer Workbooks can be pre-calculated and distributed via Information Broadcasting

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1.What you know of SAP NetWeaver 04New: Consumer Services for UI technology convergence

2.UI Technology convergence

3.Any data sourceBW

OLTP from SAP or 3rd party

Other data warehouse

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Business Explorer Suite

Business Explorer Suite (BEx)

BEx Query Designer

BEx Broadcaster

Web Analyzer

WebApplication

DesignerMS Excel

Add-inReport

Designer

BEx Web BEx AnalyzerBI Pattern

SAP NetWeaverPortal

SAP NetWeaver BI Info Provider3rd Party BI

BI Consumer Services

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BEx Analyzer : End User Interaction

Intuitive User Interaction via Drag & Drop and re-designed property dialogues

Direct Access to InfoProviders as well as queries & query views

new workbook default layout

Personalized Filter Value Lists (Favorites & History)

Full accessibility and Unicode support

Local calculations

Excel based data entry and planning. Manual Data entry into Planning Aggregation Levels and usage of planning functions

Taking advantage of information broadcasting

End User Interaction (Analysis Mode)

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End User Interaction – Display Navigation Panel

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End User Interaction – Exchange dimensions

Drag Sales Group over Distribution

Channel

Result

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End User Interaction – Exclude from Filter

Drag „Canada“ out of the result set

Result

„Canada“excluded from filter

Result

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End User Interaction - Drill downDrag „Division“

behind „Distribution Channel“

Result

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End User Interaction - Filtering

Drag „Australia“into the Navigation

Panel

Result: The Query is filtered

according to „Australia“

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End User Interaction – change column order

Drag „Lost Deals“ in front of „Sales Plan“

Result

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End User Interaction – Local calculations I

Local calculation can be easily added by an end-user via the context menu

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End User Interaction – Local calculations II

Local calculationsLocal calculations are a subset of the

formulas in the Query Designer

They can be saved together with the workbook

The query result set embedded in the workbook can also be saved as a Query View

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Any cell of the result set is described via an Excel Formula (BexGetData)

Excel Formatting options can be fully leveraged for BEx Workbooks (e.g., blank lines, fonts etc.

Combining Excel Formulas and Excel Formatting allows the design of High-End Formatted solution workbooks

These features can be used on top of ANY type of query, query view or even directly on an InfoProvider


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Excel Integration

Example: Highly formatted BEx Query Every Cell of the query result set is automatically interpreted as an Excel formula

=BexGetData("VS_BUDGET_REL","","DATA PROVIDER_1")

=BexGetData("","TOTAL_REVENUE",

"DATAPROVIDER_1")

Examples:

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BexGetData

BexGetData

BexAnalyzer offers the Excel function „BexGetData“. This allows access to every cell of the result set of an arbitrary data provider

The context menu of the analysis grid offers the option „Convert to Formula“ . This converts the data of each cell into a well defined Excel formula

The selection parameters of the formula are derived from the key rows and columns of the respective cell

By using this option, the Analysis Grid Item well be deleted and Drag & Drop will be disabled. The number format of the data cells is set to „standard“

From now on the end-user has full flexibility of using Excel Formatting and Formulas on the data

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Example I - Changing BEx workbooks that use Excel Formulas

BexGetData

1. Select „convert to

formula“

2. Each cell is described by a unique formula,

example:

3. Simply by overwriting keys, (e.gmaster data values), you can change

the according data cells:

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Example II: Changing BEx workbooks that use Excel Formulas

BexGetCellData1. You can include a new column by

simply typing in the description or

technical name of a KeyFigure, e.g. „Net

Sales“

2. Just copy the formulas from

„Billed Quantity“ to the new column for

„Net Sales“

2. The right values are automatically displayed by the

BEx Analyzer

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Excel Integration

Example: Highly formatted BEx Query The standard BEx formats have been completely replaced by Excel formats. The end-use is completely free in reformatting the workbook and add further Excel calculations

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Example

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Example

Every cell of the grid described by an Excel formula. e.g.

Dataprovider 2

Dataprovider 1

=BexGetData(„DATA PROVIDER_2“,“ORDERS2006“,“AUSTRALIA“

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Example

New calculated keyfigure„deviation“ via Excel formula =(F12-E12)/E12


Overwrite BEx Formatting completely with Excel FormatsE.g. change cell coloring and borders, define Excel-based exceptions e.g.

Empty line plus totals line added, „€“ symbol added, Sums calculated

as =SUM (B22:B27)

Dataprovider 2

Dataprovider 1


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Example

New calculated keyfigure„deviation“ via Excel formula =(F12-E12)/E12


Overwrite BEx Formatting completely with Excel FormatsE.g. change cell coloring and borders, define Excel-based exceptions e.g.

Empty line plus totals line added, „€“ symbol added, Sums calculated

as =SUM (B22:B27)Add Excel

charts

Add BEx Items such as „current user“, last data refresh“etc.

Dataprovider 2

Dataprovider 1

Add Logos, Graphics


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BEx Analyzer Design Toolbar

Analysis GridNavigation PaneList of FiltersButtonDropdown BoxCheckbox GroupRadio Button GroupList of ConditionsList of Exceptions TextMessagesWorkbook Settings

Design mode

Application-building in Excel (similar to Web Application Designer)

Any BI InfoProvider can be integrated into MS Excel

Items

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The General Tab contains these properties:- Data Binding - Manipulate coordinates for a cell or cells in this field to move or resize the analysis grid.- Replace each cell in the analysis grid with a Microsoft Excel formula - Adjusts the Microsoft Excel print area automatically to the size of the analysis grid - Locks (protects) all cells that are not defined in the query as input-ready - Turn off display of formatting, including icons and background color - deactivate the context menu and drag and drop functionality in analysis mode - the width of the cells in the analysis grid expands as needed to accommodate the contents

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Insert Analysis Grid

Use the analysis grid as the central design item in your worksheets

The General Tab options allow you to

define your data provider

define the range for your Grid

define various behaviors you can attach to enhance the grid.

Examples

generates a formula for each cell- the table item itself will then be replaced

Apply default BEx formatting or use Excel formats

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- Clip – the analysis grid can only extend as far to the right as the right-most column defined in the Range field. - Full Size – the analysis grid begins display from the left-most column defined in the Range field, but expands to the right to be as wide as the results dictate. - Scroll – the analysis grid displays within the right and left coordinates configured in the Range field, and a scroll bar allows you to scroll to the right or to the left within the results

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Use the clipping options to specifically define the size of the analysis grid using clipping or scroll bars.

You can independently configure horizontal or vertical clipping using the following options:


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Select the checkbox next to the chart or charts you want to associate with this analysis grid.

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Associate Microsoft Excel charts with the analysis grid with this function, so that the charts always represent the results of the query

This assures that the charts are displayed correctly even if the number of rows/columns in the analysis grid are changing


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Select a dimension in this list and choose the Add the Selected Dimensions to the Displayed Dimensions button to transfer it to the Selected Dimensions list. You determine in this way which dimensions to display in the navigation pane.

By default, all dimensions are displayed.

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Insert Navigation PaneDimensions Tab:

Lists all the available dimensions in the query.

This can also be done in the properties of e.g. DropDown, Filter List, Check Box & Radio Button Items

Use the Navigation Pane in order to provide further characteristics and keyfigures to be included in the analysis

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Dimensions Tab options:- Select the dimension you wish to filter- Determines which text type to display - Read Mode - Determines the method of retrieving the list of filter values- Determines how the filter values are displayed in the list

READ MODES:Posted Values (Q): Performs a SELECT on the fact table to list filter values thatactually return data. Dimension Table (D): Performs a SELECT on the dimension table to retrieve the list of filter values Masterdata Table (M): Offers all members of the selected dimension that appear in the Masterdata table

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Dropdown Box Check Box Radio Button

The Dimensions tab options:

choose a dimension

what text you wish to see

what method to retrieve the list

how the filters are displayed in the list

Use Drop Downs, Check Boxes, Radio Buttons for intuitive and predefined navigation

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Button Options include:- Range - Manipulate coordinates for a cell or cells in this field to move or resize the button - Button Text - the text you want to display - Command Range ** -Specify a three-column range of cells in the worksheet that contains command parameters Configure the static Parameters by supplying name-value pairs to send to the server

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Insert Button

The button design item lets you execute a customized command against the query results

Anything you can do when you manually navigate a query via the context menu you can also customize with a button.

You can use the same Web API commands as in the web Application Designer

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Create Dropdown Example

Insert Dropdown

1. Select Data Provider

2. Select Query or InfoCube

3. Select dimension

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Create Button Example

Insert Button

Create theCommand string byinserting theparameters and values

Insert Button Text

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Complex Example for a command button

1. Status before button is clicked 2. Status after

button is clicked

On Click: Planning function

is applied

But where is the transfered 20%

value specified?

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Complex Example for a command button

2. Status after button is clicked

2. Status as soon as user types in 30%

The system derives the value to be applied via the planning function from the cells A49:C49

Cell C49 holds a formula that calculates the value that has to be applied to the planning function

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General Tabs include

refresh workbook on Open

Process Variables on Refresh

Allow Drag and Drop

Protect Workbook (add password to workbook prohibiting any changes)

Themes Tab

- you can insert a new theme

delete an existing theme

apply an existing theme

save the current theme

Radio buttons allow for:

reapplying theme before rendering

apply new styles

do not use a theme

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Workbook Settings

Workbook settings allows you to set specific settings to this workbook

Refresh workbook on Open

Process Variables on Refresh

Allow Drag and Drop

Protect Workbook (add password to workbook prohibiting any changes)

insert a new theme

delete or apply an existing theme

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Only a data provider is necessary for this function. As long as conditions and/or exceptions were defined in the

query you will be able to utilize this design item.

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Insert List of ConditionsInsert List of Exceptions

List of conditions/ Exceptions lets you activate and deactivate conditions/exceptions defined in the query

allows you to define your data provider

range for your navigation pane

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Data ProviderAssign an existing data provider to the text item, create and assign a new one, or change or delete a data provider. The initial view of a data provider corresponds to a query or query view.

AutoFit When selected, the width of the cells in the text item expands as needed to accommodate the contents

.Display CaptionSelect this checkbox to display the name of the text element in a field next to the text itself. This acts as a sort of label for each selected text element.

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Insert Text

The text design item displays text elements associated with the query

configure data provider

Select the checkbox next to the text elements you wish to display

Additionally you can select to display all static filters

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The messages design item displays messages associated with your workbook, such as messages generated by BEx Analyzer as well as messages generated from the system to which you are currently connected.

Range - Manipulate coordinates for a cell or cells in this field to move or resize the message item.

Display Warnings. Select this checkbox to display warning messages, for example: The value for the variable ‘def’ is incorrect; Access to Visual Basic project failed

Display Success Messages - Select this checkbox to display success messages, for example: The query ‘abc’ was successfully saved

Display Information - Select this checkbox to display informational messages, for example: The system will close down at 6pm today

AutoFit - When selected, the width of the cells in the message item expands as needed to accommodate the contents of the message

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Insert Messages

The messages item displays messages associated with your workbook

configure cell range

messages types

AutoFit options

Use the clipping options to specifically define the VERTICAL size of the message item using clipping or scroll bars. Clipping settings work together with cell coordinate settings in the Range field.

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Summary

BEx Analyzer offers

Seamless integration into Excel

Intuitive Navigation for end users

A Design Mode to enable easy building of BI applications

Direct use if Excel Formulas and formatting

Tight integration with BI Planning

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Introduction to Excel Integration

BEx Analyzer: New Capabilities

In addition to the BEx Analyzer from SAP BW 3.x, a new version of the Analyzer will be delivered. The new BEx Analyzer will provide the following new features:

To continue to support the existing customer scenarios, the BEx Analyzer from SAP BW 3.x with the existing functionality will continue to be available.

An upgrade process will be provided that makes the relevant objects (workbooks) for the Analyzer from SAP BW 3.x available to the new version of the Analyzer.

Effects on Data Transfer

In the case of the BEx Analyzer, the objects (workbooks) are converted when the previous objects are opened with the BEx Analyzer from SAP NetWeaver 2004s. With the newly generated workbooks, any program changes that have been made could not be converted. Generally, a manual change needs to be made with the new BEx tools. Newly created workbooks can no longer be edited with the old BEx Analyzer.

New Technical Features

Input and display of Unicode texts is supported

Support of visually-impaired or blind users has been improved (accessibility)

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Bex Analizer

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