MS Excel Integration with the New Business Explorer Analyzer

Overview: BEx Analyzer End User Interaction Excel Formatting & Formulas BEx Analyzer Design Mode

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 Capabilities
BI data is easily embeddable into MS Excel Business 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 & Drop SAP NetWeaver 2004s provides additional functionality such as a design mode and leverages Excel formatting and formula features BI Planning is completely integrated BI data has to be easily distributable. Hence, BEx Analyzer Workbooks can be pre-calculated and distributed via Information Broadcasting

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Business Explorer Suite

SAP NetWeaver Portal

Business Explorer Suite (BEx) BEx Broadcaster BEx Web

BI Pattern Web Analyzer Web Application Designer BI Consumer Services Report Designer MS Excel Add-in

BEx Analyzer

3rd Party BI

SAP NetWeaver BI Info Provider

BEx Query Designer

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1.What you know of SAP NetWeaver 04

New: Consumer Services for UI technology convergence

2.UI Technology convergence 3.Any data source

BW OLTP from SAP or 3rd party Other data warehouse

Overview: BEx Analyzer End User Interaction Excel Formatting & Formulas BEx Analyzer Design Mode

BEx Analyzer : End User Interaction

End User Interaction (Analysis Mode)

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
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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

Result Canada excluded from filter

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End User Interaction - Drill down

Drag 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 calculations Local 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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Overview: BEx Analyzer End User Interaction Excel Formatting & Formulas BEx Analyzer Design Mode

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Excel Formatting & Formulas Excel Formatting & Formulas

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") Examples: =BexGetData("","T OTAL_REVENUE", "DATA PROVIDER_1")

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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.g master data values), you can change the according data cells:

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Example II: Changing BEx workbooks that use Excel Formulas

BexGetCellData 1. 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. =BexGetData(DATA PROVIDER_2,ORDERS2006,AUSTRALIA
Dataprovider 2

Dataprovider 1

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Example
New calculated =BexGetData(DATA PROVIDER_2,ORDERS2006,AUSTRALIA keyfigure deviation via Dataprovider 2 Excel formula =(F12-E12)/E12 Every cell of the grid described by an Excel formula. e.g.

Overwrite BEx Formatting completely with Excel Formats

Dataprovider 1

E.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)
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Example
New calculated =BexGetData(DATA PROVIDER_2,ORDERS2006,AUSTRALIA keyfigure deviation via Dataprovider 2 Excel formula Add Logos, =(F12-E12)/E12 Graphics Every cell of the grid described by an Excel formula. e.g.

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

Overwrite BEx Formatting completely with Excel Formats

E.g. change cell coloring and borders, define Excel-based exceptions e.g.

Dataprovider 1

Empty line plus totals line added, symbol added, Sums calculated as =SUM (B22:B27)
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Add Excel charts

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Overview: BEx Analyzer End User Interaction Excel Formatting & Formulas BEx Analyzer Design Mode

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BEx Analyzer Design Toolbar

Design mode
Application-building in Excel (similar to Web Application Designer) Any BI InfoProvider can be integrated into MS Excel

Items

Analysis Grid Navigation Pane List of Filters Button Dropdown Box Checkbox Group Radio Button Group List of Conditions List of Exceptions Text Messages Workbook Settings

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BEx Analyzer Design Toolbar

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

Insert Analysis Grid

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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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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BEx Analyzer Design Toolbar

Insert Analysis Grid

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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- 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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BEx Analyzer Design Toolbar

Insert Analysis Grid

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

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BEx Analyzer Design Toolbar

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

Insert Navigation Pane

Dimensions 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

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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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BEx Analyzer Design Toolbar

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

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
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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 that actually 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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BEx Analyzer Design Toolbar

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

Insert Button
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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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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Demo

Button

Demo

Dropdown Item

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Create Dropdown Example

1. Select Data Provider

Insert Dropdown

3. Select dimension

2. Select Query or InfoCube

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Create Button Example

Create the Command string by inserting the parameters and values

Insert Button

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

2. Status as soon as user types in 30%

Cell C49 holds a formula that calculates the value that has to be applied to the planning function
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BEx Analyzer Design Toolbar

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

Workbook Settings
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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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BEx Analyzer Design Toolbar

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

Insert List of Conditions Insert List of Exceptions

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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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BEx Analyzer Design Toolbar

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

Insert Text

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Data Provider
Assign 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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BEx Analyzer Design Toolbar

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.

Insert Messages

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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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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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