BW Creating Workbooks

8/18/2019 BW Creating Workbooks

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Chapter :8 Creating Workbooks

Chapter :9 Contents

Overview.................................................................................................................8–2

Before Getting Started................................................................................... .......8–3

Creating a Workbook: An Overview.....................................................................8–5

Step 1: Starting te B!" Ana#$%er...................................................................... ..8–&

Step 2: Creating a Workbook 'e(p#ate.......................................................... .....8–)

Step 3: Saving te 'e(p#ate to te *nfoCata#og................................................8–12

Step +: *n,erting -erie, into te Workbook....................................................8–1+

Step 5: Adding /i,a# Ba,i0 n0tiona#it$ to Workbook..................................8–1&

Step &: Saving te Workbook to te *nfoCata#og..............................................8–23

eview.................................................................................................................. 8–25

eport eve#op(ent 'oo#, 1

8

In this chapter you will le

How to create a worktemplate using the BAnalyzer

How to insert a queryqueries) into a workb

How to sae a workbtemplate to theIn!o"atalog

How to a## pushbuttan# textboxes to aworkbook template u

simple $isual Basiccomman#s


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Capter 8: Creating Workbook,

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Overview

"hapter % presente# an oeriew o! B&'s architecture concepts an#

terminology In this chapter you will learn how to use the Business In!ormation&arehouse to create workbooks (or reports)

As shown in the graphic below creating a workbook in the B& is essentially a*e+step process:

Enable access to a workbookthrough the BEx Browser

Enable access to a workbookthrough the BEx Browser

Create a new query or

modify an existing query

Create a new query or

modify an existing query

Enhance workbook layout

and functionality (optional)

Enhance workbook layout

and functionality (optional)

Insert desired query (or queries)

into a workbook

Insert desired query (or queries)

into a workbook

Create a workbook

template (optional)

Create a workbook

template (optional)

Chapter 8

Chapter

Chapter !"

1

2

3

+

5

,o help you get starte# with the Business In!ormation &arehouse we haeorganize# the material as !ollows:

"hapter -: "reating &orkbooks

"hapter .: "reating /ueries

"hapter 01: &orking with the BEx Browser

"hapter 00: 2pecial ,opics (inclu#ing tips 3 tricks)

In this chapter you will be working with the BEx Analyzer an# 4icroso!t Excel&ith the help o! a business scenario (see next page) we will show you threegui#e# tours:

"reating a workbook template

Inserting an existing query into a workbook

5sing $isual Basic to a## workbook !unctionality

eporting 4ade !a,$

#ou are here


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In chapter . you will learn how to work with queries In chapter 01 you will seehow to access workbooks through the BEx Browser

Before Getting Started

Be!ore you start buil#ing workbooks it is use!ul to un#erstan# the !ollowing:

&hat is the business scenario6 (see below)

&hat #oes the *nishe# workbook look like6 (see next page)

Business Scenario

,ake a !ew minutes to !amiliarize yoursel! with the business scenario shownbelow All the gui#e# tours in chapters - through 01 are built aroun# thisbusiness scenario

Bungee 2o!tware Inc #eelops an# markets games !or personal computersBest+selling titles such as Portal Kombat Barrio Brothers an# Kung FuGrandma hae helpe# Bungee 2o!tware become a lea#ing supplier o!computer games Howeer the company is currently !acing increase#competition !rom 7ixialate# Inc ,o protect its market share Bungee 2o!twarehas !orme# a task !orce to explore ways to streamline its sales processes

,he company has #iscoere# that collecting an# #isseminating sales #ata toexecuties consumes consi#erable time an# resources ,he task !orce belieesthat easier access to sales an# pro*t analysis in!ormation woul# sae time an#help executies with sales+planning actiities

2ome o! the key questions the executies typically ask are:

How #oes the sales reenue !or 0..- compare with 0..% sales6 &hat is the annual gross pro*t6

&hat is the sales olume !or the top pro#ucts6

&hat is the sales olume !or the top customers6

&hich sales representatie8manager is responsible !or #eclining salesolume6

A!ter ealuating its in!ormation nee#s Bungee 2o!tware has #eci#e# to#eelop the !ollowing reports in the Business In!ormation &arehouse:

Sales Analysis Report (in this example 0..- s 0..%)

Gross Proft Analysis Report

Note: ,he workbook you are about to #eelop is base# on the 2A7+#eliere#SD DemoCube Workbook (in the 2A7 9emo"ube channel) ,o !ollow thegui#e# tours coere# in chapters -+01 make sure that the 9emo"ube isactie an# loa#e# with the #ata on your B& system or more in!ormation onactiating the 2A7 9emo"ube see chapter 00 or contact your 2A7 system

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a#ministrator

A uick !ook at the Output

,he 29 9emo"ube &orkbook we are about to buil# contains two reports (orworksheets): 2ales Analysis ;eport an#


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"eport &: Gross 'rofit Ana$%sis "eport

Guided (our

Creating a Workbook: An Overview

=ow that you are !amiliar with the sample reports shown in the preious sectionyou are rea#y to create a workbook I! you hae access to a Business In!ormation

&arehouse system you may want to !ollow along

2hown below are the steps !or creating a workbook (base# on the businessscenario):


e!t area showsco""ents thate!plain report data.

Sales Analysis pushbutton returns

$ou to the firstreport

'ross Profit nal$sis b$Sales rgani%ation.

Pushbuttons to launchother views of the data.


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$a%e the workbook to InfoCatalog$a%e the workbook to InfoCatalog

&dd 'isual Basicfunctions to the workbook

&dd 'isual Basicfunctions to the workbook

Insert query into the workbookInsert query into the workbook

$a%e the workbook template

to InfoCatalog

$a%e the workbook template

to InfoCatalog

Create a workbook templateCreate a workbook template

$tart BEx &nalyer$tart BEx &nalyer1

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I! you plan to !ollow the gui#e# tour on your own system make sure that theB& !ronten# components are properly installe# on your computer I!necessary contact your system a#ministrator !or assistance

,o check i! the B& !ronten# is installe# on your computer choose Start

Programs SAP BW Frontend.

I! you #o not *n# the 2A7 B& ronten# try searching !or 2A7 B& componentsun#er other 2A7 logon menus

Step #: Starting the B)* Ana$%+er

0 rom your &in#ows #esktop choose Start Programs SAP Frontend BW

> "hoose SAP Business !"plorer Analy#er

? I! you see a warning message about macros in 4icroso!t Excel chooseEnable Macros to continue

4icroso!t Excel opens with the a##+in SAP Business !"plorer toolbar in the mainwin#ow

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&bout the BEx &nalyer ,he structure o! B& workbooks is #e*ne# using the Business Explorer (BEx)Analyzer @ou can #e*ne queries graphics an# other elements an# insertthem into workbooks ,he result o! a query is presente# in an Excel&orksheet ,he BEx Analyzer is implemente# as an a##+in !or 4icroso!tExcel an# links queries to cells in Excel workbooks ,hus you ealuate query#ata by naigating through the query in an Excel worksheet

What ,s the Business )*p$orer (oo$bar-

,he 2A7 Business Explorer toolbar integrates B& reporting !unctionality in the

4icroso!t Excel enironment ,he BEx toolbar enables *ltering sorting #rill#owncurrency translation computation o! results use o! attributes an# hierarchiessaing an# managing workbooks an# more In a##ition to the ,oolbar you canstill use the !ull Excel !unctionality

)ew

$elect from

InfoCatalog

$a%e to

InfoCatalog

*efresh

query

+ndo ,-&.

function

for acti%e

cell

/ools

Change

query

Change

formatting $ettings

0elp


*usiness +!plorer oolbar


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to create a new workbook to change the e!isting ,uer$

to select and e!ecute workbooks fro" the *-nfo/atalog

to work with active cells to enablefunctions such as co"putation of results&

drilldown& filtering& sorting& currenc$translation& etc.

to save the current workbook to either the *-+nterprise nfo/atalog or the user 0avorites

to alter the font properties& backgroundcolor& and other for"atting options in a

workbook

to refreshupdate data in a ,uer$ fro" thesource(s).

to insertdelete ,ueries& attach charts&displa$ the header infor"ation of a ,uer$&and set the password in the active +!cel

workbook

to undo one navigation step to "ake configuration settings for datarefreshing& connection to the *- server&and "ore

Note: As we start buil#ing a workbook template it is important to recognizethat a workbook template is no more than an empty worksheet with some!ormattingC it #oes not inclu#e any embe##e# queries "reating queries iscoere# later in chapter .

Step &: Creating a Workbook (e.p$ate

A!ter you hae logge# on to the BEx Analyzer you are rea#y to start buil#ingyour workbook template

Note: Buil#ing a template is not man#atory when you are working with theBusiness In!ormation &arehouse I! you #o not want to create a template atthis time you can Dump ahea# to chapter . to learn about buil#ing queries

,he process o! #esigning your workbook template can be #ii#e# into the!ollowing substeps:

0 ormat the backgroun#

> Hi#e the Excel toolbars

? Insert company logo

2ae the template to the In!o"atalog

/or.atting the Workbook Background

2tart !rom the BEx Analyzer enironment in 4icroso!t Excel

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0 In 4icroso!t Excelchoose $e% !romthe stan#ar# Exceltoolbar A newsprea#sheet workbook

appears

> "hoose Format

Sheet Ba&kground

? "hoose C'(ProgramFiles()i&roso*t+,&e(Clipart(Ba&kground(Wheat

=ote: I! the B& !ronten# isinstalle# on a #rie otherthan " use theappropriate #rie letter

@ou can choose anybackgroun# you like

0iding the Window 1iews

,o a## make your workbook easier to use you may want to consi#er hi#ingsome o! the win#ow iews

0 "hoose -ools +ptions


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> In the +ptions win#owselect the .ie% tab

? 9eselect Gridlines/Ro% 0 &olumn

headers/ +utlinesymbols/ 1ero 2alues/hori#ontal S&roll bar/ an# .erti&al s&roll bar 9o not #eselect theSheet tabs

"hoose +K to sae thenew options

0iding the 2icrosoft )*ce$ (oo$bars

,o make it easier !or your users to use the workbook you may want to consi#erhi#ing some o! the Excel toolbars

0 "hoose .ie% -oolbars an# #eselectStandard an#Formatting toolbars

9o not #eselect theBusiness !"plorer toolbar

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@our Excel worksheetshoul# look like the oneshown at right =otice thatthe horizontal an# erticalscroll bars row an#

column hea#ers!ormatting toolbar an#gri#lines are now hi##en

,nserting Co.pan% !ogo

,o !urther customize your workbooks you can a## your company logo (or other

graphical elements) to the workbook template @ou hae three options: Insert the logo in workbook template an# sae it to the In!o"atalog

Insert the logo an# sae the workbook as a 4icroso!t Excel template onyour local #rie

5ploa# the logo *le to the B& system to hae it appear in the BExBrowser (!or more in!ormation see chapter 00)

0 "opy the logo (or othergraphics) to yourclipboar# using thecopy comman# (!orexample "trlF" in

&in#ows) in yourgraphics application(!or example 4icroso!t7aint 7ower7ointetc)

> 7aste the clipboar#contents into yourworkbook template Inthis example theBungee 2o!tware logowas create# in

7ower7oint an# paste#to the template 5sing#rag+an#+#rop positionthe logo as nee#e#


2


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Saving a !oca$ Cop% of the (e.p$ate

In step ? below you will learn how to sae the workbook template to theIn!o"atalog ,o reuse the template later you may also want to sae a copy o! thetemplate on your local #rie

0 "hoose File Sa2e As

> In Sa2e as type choose ,emplate (Gxlt)

? In File name enter aname !or the template(!or exampleBungee_Template.xlt)

"hoose Sa2e

0int: ,o create a new workbook (base# on the sae# template) simply choose

File $e% rom the popup win#ow choose Bungeetemplatexlt

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Step 3: Saving the (e.p$ate to the ,nfoCata$og

2aing the template to the In!o"atalog will enable others to use the template !or

report creation A##itionally it helps maintain a uni!orm look+an#+!eel !or allreports in a company

0rom the template

iew choose Sa2e

to sae it to the 3n*oCatalog button

>"hoose Add as ne%

%orkbook un#er theGeneral tab

?Enter a $e% -itle (!or

example BungeeTemplate)

"hoose the A&&ess in

3n*oCatalog tab

J ,o make the workbooktemplate aailable toothers choose in4publi&5 enterprise&atalog

K"hoose +K


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% ,he SAP 6ogon win#owappears an# promptsyou to log on to the B&system "hoose thesystem you want to

use

-"hoose +K

=ote: I! you are alrea#ylogge# on to a B& systemyou will not see the logonwin#ow

.Enter the clientnumber your username passwor# an#

language key

01"hoose +K

@our workbook templatehas now been sae to theIn!o"atalog

I! you are unsuccess!ul in logging on to the B& system a!ter!ollowing steps % through . aboe go to the 2A7 logon pa# younormally use an# log on to the B& system

,o check i! the template isaailable in theIn!o"atalog !ollow thesteps below:

002witch to the B&system

0>"hoose

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,he Bungee -emplate isnow a part o! theEnterprise In!o"atalog

@ou can allow the usercommunity to !reely

access the template tobuil# reports

,he option to sae the workbook to the Enterprise In!o"atalog may

#epen# on the authorization settings in in#ii#ual user pro*les I! youcannot sae to the Enterprise In!o"atalog please see your systema#ministrator

Step 4: ,nserting ueries into the Workbook

/ueries pull together the #ata nee#e# to buil# reports ,he Business In!ormation&arehouse #eliers many pre#e*ne# queries @ou can also #esign your ownqueries or mo#i!y existing queries (see chapter .)

,o insert a query start!rom the BEx AnalyzerAlthough you can insert aquery into any Excelsprea#sheet we will showhow to insert a query intothe newly create# Bungeetemplate

0 "hoose the cell wherethe query is to beinserte#

> "hoose -ools

? "hoose 3nsert 7uery


he newl$ created workbookte"plate is now available inthe nfo/atalog.

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In the SAP B!"' Sele&t7uery win#ow openthe !ol#er8D9SAP9D!)+C:B toiew the neste#

hierarchy (!orexample 8D9SD 8D9D!C: !or the Sales

Analysis Report )

J "hoose the query youwant to use (!orexample8D9SD9D!)+97888;)

K "hoose +pen

A!ter inserting a newquery your workbook

shoul# look like the oneshown at right

% "hoose Sheet < toinsert the secon#query (Gross Proft

Analysis)

- ;epeat steps >through to create thesecon# worksheet

. ;epeat step J aboebut choose

8D9SD9D!)+97888<instea#

Note: @ou can insert more than one query into a workbook

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Inserting a 1uery into the 2orkbook /emplate

,o insert a query into the workbook template shown below is anotherapproach:

"hoose Settings !rom the BEx toolbar an# select Sele&t %orkbook on $e%

"hoose $e% !rom the BEx toolbar It will prompt you to choose a preiouslysae# workbook template !rom the In!o"atalog

2elect a query an# choose !nter=

,he query is inserte# into the selecte# workbook template Base# on the newsettings in !uture you will be prompte# to choose a workbook template !romthe In!o"atalog eery time you choose $e% on the BEx toolbar

Step 5: Adding 1isua$ Basic /unctiona$it% to Workbook

As shown in the business scenario on page > Bungee 2o!tware's workbook#esign calls !or pushbuttons to allow easy naigation between the two reportsA##itionally the reports contain a textbox to allow annotations an# commentary

,o achiee this you can a## $isual Basic !unctionality to the workbook template

Creating 'ushbuttons

0 ,o continue workingwith the workbooktemplate (using the2A7+#eliere#

9emo"ube template)start !rom the BusinessExplorer Analyzerwin#ow

> ,o create apushbutton choose.ie% -oolbars Control -oolbo"


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? rom the Control-oolbo" chooseCommand Button

"lick to select an area

where you want toposition the *rstpushbutton

J ,o e#it the title o! thecomman# buttonchoose the CommandButton right+click themouse an# chooseCommand Button+b>e&t !dit

K Enter a name !or thepushbutton In ourexample since weplan to use thispushbutton to launchthe 2ales Analysisreport we call it Sales

Analysis

% 9rag it to the lower le!tcorner o! thesprea#sheet (or other

#esire# location)- ;epeat steps >

through % to create thesecon# pushbutton(Gross Proft Analysis)

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. "hoose Sheet; o! theworkbook right+clickthe mouse an# chooseRename

01 ;ename Sheet;= In thisexample it has beenname# Sales Analysis

00 ;epeat steps .through 01 to renamethe secon# worksheet(Gross Proft Analysis)=

0> ,o #elete the extraworksheet Sheet?choose Sheet ? , right+click the mouse an#

select Delete0? ,o #e*ne an action !or

the pushbutton#ouble+click the Sales

Analysis pushbutton(or choose the Sales

Analysis pushbuttonright+click the mousean# choose $ie%Code)

0 ,o link the Sales Analysis pushbutton tothe Sales Analysis worksheet an# speci!ythat the Sales Analysisworksheet is to beactiate# when thepushbutton is clicke#insert

Worksheets(“Sales Analysis”). Activate

0J "hoose .ie%)i&roso*t !"&el to


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return to the BExAnalyzer

0K ;epeat steps 0>through 0 to #e*ne

the action !or thesecon# pushbutton(Gross Proft Analysis)to the secon#worksheet (GrossProft Analysis5=

0% 7osition the cursor an#create a report title(!or example Sales Analysis eport)

0- ,o change the !ontproperties (!ont coloretc) choose the Sales

Analysis pushbuttonright+click the mousean# choose Properties

0. rom the Alphabeti& tab choose Ba&kColor/then click the selectionbutton an# choose-ool-ip

>1 ,o change the !ontcolor go to ForeColor click the selectionbutton an# choose the@ighlight option

>0 "hoose Close toexit the Properties screen

>> ;epeat steps 0-through >0 to set the!ont color inProperties !or the

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secon# pushbutton(Gross Proft Analysis)

>? ,o test the action o!

the Sales Analysis an# Gross Proft Analysis pushbuttons choose

!"it Design )ode

!rom the Control-oolbo"

Lptional: @ou may want tohi#e the sheet tabs at thebottom o! the screen

> ,o hi#e the sheet tabs

choose -ools +ptions !rom the Excelmenu bar

>J "hoose the .ie% tab

>K 9eselect Sheet tabs

>% "hoose +K

,he pushbuttons in theworkbook template !orBungee So*t%are are now

operational

Creating a (e*tbo*

0 ,o create a textbox

choose in the

Control -oolbo"


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> 7osition the cursor in acell ,hen click themouse hol# it an##rag it to create thearea o! the textbox

? "hoose the textboxright+click the mousean# choose Properties=

"hoose the Alphabeti& tab

J "hoose )ulti6ine an#change the option to-rue=

K "hoose S&rollBars an#change the option to ? *mS&rollBarsBoth

% "lose the Properties screen

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- ,o a## (or e#it) textchoose the textboxright+click the mousean# choose -e"tBo"+b>e&t !dit

. In the textbox enterthe explanatory text tosupport report #ata

01"hoose !"it Design

)ode in the Control-oolbo" to en# #esignchanges

00"lose the Control-oolbo"

0>rom the B!" -oolbar

choose Sa2e

0?Enter a new workbookname an# sae it tothe In!o"atalog

,he 2ales workbook !or Bungee 2o!tware is now rea#y !or use &e hae a##e#the !unctions nee#e# to buil# a sample workbook (base# on the businessscenario on page >)


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Step 6: Saving the Workbook to the ,nfoCata$og

0 ,o sae the workbook

to the In!o"atalogchoose Sa2e to

3n*oCatalog

> @ou can either saeyour workbook as anew workbook oroerwrite an existingworkbook or thisexample choose Addas ne% %orkbook=

? Enter a title !or the

new workbook !orexample Bungee SalesWorkbook

"hoose +K

J ,o gie other usersaccess to thisworkbook choose in4publi&5 enterprise&atalog !rom the

A&&ess in 3n*oCatalog tab

K "hoose +K

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"reating a workbook in B& is a *e+step process:

2tep 0: "reate a workbook template (optional) 2tep >: Insert #esire# query (or queries) into a workbook

2tep ?: Enhance workbook layout an# !unctionality using $isualBasic comman#s (optional)

2tep : "reate a new query (or mo#i!y an existing query)

2tep J: Enable access to the workbook through the BEx Browser

,he sample workbook coere# in this gui#ebook is base# on the 2A7+#eliere# 29 9emo"ube &orkbook

A workbook can contain more than one query

,he Business Explorer toolbar integrates B& reporting !unctionality in the

4icroso!t Excel enironment ,o create a workbook !ollow these steps:

2tep 0: 2tart BEx Analyzer

2tep >: "reate a workbook template (optional)

2tep ?: 2ae the workbook template to the In!o"atalog

2tep : Insert a query (or queries) into a new workbook

2tep J: A## $isual Basic !unctions (optional)

2tep K: 2ae the new workbook to the In!o"atalog

&hen #esigning the workbook template you can easily:

ormat the backgroun#

Hi#e Excel toolbars Insert company logo

@ou can use $isual Basic comman#s to a## pushbuttons textboxes an#other !unctions to enhance your workbook



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