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MULTIDIMENSIONAL ANALYTICS WITH SAP

BUSINESSOBJECTS ANALYSIS EDITION FOR


OLAP
EA267



Exercises / Solutions
Ian McAlpine - SAP Canada
Alexander Peter, Eric Schemer, David Stocker - SAP AG
Bharath Ramamurthy, Asima Pany - SAP India

2

CONTENTS
BEFORE YOU START 3
EX 1: AN OVERVIEW OF ANALYSIS, EDITION FOR OLAP 4
EX 2: FILTERING AND NAVIGATION 7
EX 3: ADDING CALCULATIONS 12
EX 4: CONDITIONAL FORMATTING 15
EX 5: MORE ADVANCED NAVIGATION 18
EX 6: VISUALIZING DATA WITH CHARTS 22
EX 7: USING QUERIES WITH PROMPTS 25
EX 8: SORTING 29
EX 9: CONTROLLING THE AUTOMATIC UPDATE OF DATA 33
EX 10: VIEWING THE WORKSPACE OUTLINE 36
EX 11: EXPORTING TO EXCEL AND PDF 38
EX 12: OPTIONAL - MORE FEATURES & FREESTYLE 42
EX 13: CREATE AN ANALYSIS APPLICATION 44





3

BEFORE YOU START

NOTE:
Open the Chrome browser and enter chrome://settings/content. A window will appear. In the Pop-ups section
choose Allow all sites to show pop-ups and click Done.



If you are new to Analysis edition for OLAP

and would like a good overview of its capabilities, we recommend that you complete Exercises 1 thru 11. These are
designed to be followed in a sequential order with each exercise following on from the previous exercise. It will take
~50 minutes.

Exercise 12 is optional.

For Exercise 13 you can skip all steps up to step 46 and start at step 47. This is because you can continue to use the
workspace that you created in the earlier exercises. Note that the screenshots and hierarchies will not be the same but
similar steps can still be performed. Exercise 13 will only take 5 minutes for you.

If you have some experience with Analysis edition for OLAP or only have 20 minutes of time

then please jump straight to Exercise 13. In this exercise you will create a simple workspace with several crosstabs
and charts and then dynamically create an analysis application using a powerful new feature that was introduced in BI
4.1.


Exercise Estimated Duration
1. AN OVERVIEW OF ANALYSIS, EDITION FOR OLAP 5 minutes
2. FILTERING AND NAVIGATION 5 minutes
3. ADDING CALCULATIONS 4 minutes
4. CONDITIONAL FORMATTING 3 minutes
5. MORE ADVANCED NAVIGATION 5 minutes
6. VISUALIZING DATA WITH CHARTS 6 minutes
7. USING QUERIES WITH PROMPTS 4 minutes
8. SORTING 8 minutes
9. CONTROLLING THE AUTOMATIC UPDATE OF DATA 4 minutes
10. VIEWING THE WORKSPACE OUTLINE 3 minutes
11. EXPORTING TO EXCEL AND PDF 3 minutes
12. OPTIONAL: MORE FEATURES & FREESTYLE - minutes
13. CREATE AN ANALYSIS APPLICATION 20 minutes
4

EXERCISE 1

AN OVERVIEW OF ANALYSIS, EDITION FOR OLAP

Estimated time: 5 minutes


Objective

In this exercise you will be introduced to Analysis, edition for OLAP. We will show you how to logon to the BI
Launchpad and start Analysis, edition for OLAP. You will connect to a data source and we will then describe the main
areas of the application.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Logon to the BI Launchpad
Start Analysis, edition for OLAP
Select the connection to the Order and Sales Values data
Learn about the toolbars, task panel, layout panel and analysis window.




5

EXERCISE 1 STEPS


You are presented with the query view definition as defined in the BEx Query Designer, as shown on the next page.

Explanation Screenshot
1. Open the BI Launchpad via
the SAP BusinessObjects
Java BI Launch Pad icon on
the desktop. Alternatively
open Internet Explorer and
enter the URL
http://localhost:8080/BOE/B
I.
2. Logon with your Enterprise
credentials (i.e.
Administrator and
Abcd1234)
3. Select the menu
Applications
4. Select Analysis, edition
for OLAP.




5. Select the connection
Order and Sales Values
6. Click OK
7. A Prompts dialog will
appear. Leave everything
as-is and click OK

NEW in BI 4.1: The prompt
dialog was redesigned for BI 4.1
and includes support for BW
variants, creating new personal
or public variants plus merging
prompt values across multiple
queries. You can also optionally
choose whether or not to save
prompt values with the
workspace.


6



The screen is divided into 4 main sections.
1) Across the top are the toolbars. Top left is the quick access toolbar for all common actions such as Save,
Load, Print, Undo, etc. The other toolbar tabs Analyze, Insert and Display are specific to Analysis, edition for
OLAP.
2) On the left of the screen is the Task panel. This changes depending on the current task. Currently it is showing
the Data connections.
3) Next to the Task panel is the Layout panel. This shows the definition of the selected analysis. You can drag
and drop hierarchies and measures from the Data Task panel into the Layout panel. You can also use a right-
click context menu to perform navigational operations on the hierarchies and measures in the Layout panel
including filtering, re-ordering, and swapping objects. You also can maintain hierarchy settings and sort the
members. The Layout panel duplicates functionality that is directly available on the crosstab or chart, but an
important difference is that the Layout panel also indicates the members that are part of the Background filter
(also referred to as the slice axis).
4) Finally the Analysis window contains the various analysis components (crosstabs and charts). You can
include from 1 up to 4 components in an analysis window. Depending on the number of components, Analysis
OLAP will always resize the components to make the full use of the analysis window. In the screenshot above,
one crosstab component has filled the analysis window.
If at any time during the following exercises you need to undo an action, click on the icon in the quick
access toolbar. You can undo/redo the previous 10 steps.


7

EXERCISE 2

FILTERING AND NAVIGATION

Estimated time: 5 minutes


Objective

In this exercise you will be introduced to several basic workflows including choosing the hierarchies and members that
you want to include in your analysis and controlling what member information is displayed.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Filter by member task panel
Properties task panel
Adding hierarchies to the crosstab
Background Filter
Display key or text values


8

EXERCISE 2 STEPS

Explanation Screenshot
1. Right click on Key Figures
in the Columns section of
the Layout panel.
2. Select the menu Filter >
By member


3. Uncheck Credit memo
value leaving Incoming
orders value, Billing
value and Returns value
checked.
4. Click OK.






9

5. The values currently
exceed the column widths
in the crosstab. Each
column and row can be
individually resized by
dragging the boundary
bars in the crosstab
headers, but there is a
faster way to resize all
columns.
6. Click on the icon on
the extreme left of the
screen. This will display
the Properties task panel.
7. Set the Column Width to
125
8. Click Apply.

NEW IN BI 4.1: You can
separately choose to wrap
column text or row text.

9. Click on the icon to
display the Data panel.
10. Now drag and drop
dimension Sales
organization from the list
of available dimensions in
the Data task panel
towards the Layout panel.
Drag and drop it so that it
is above Sold-to party.


10

11. Select the Display toolbar.
12. Open the menu item
Totals & Parents.
13. Uncheck both Display
Grand Totals and Display
Sub-Totals.


14. Drag and Drop the
dimension Cal. Year /
month into the
Background filter area in
the Layout panel.




11


15. Because the Background
area applies a filter,
Analysis OLAP will
automatically open the
Filter by member task
panel. We want to analyze
2006.
16. Uncheck the months for
2005. The fast way to do
this is to click on 01.2005
then SHIFT-click on
12.2005. Click OK.
17. Notice that the Rows and
Columns sections of the
Layout panel display the
hierarchy name but the
Background section shows
the members. This lets you
immediately see what
filters are being used.
Hover over the members
in the Background to see
all the filtered members
and the hierarchy name.

NEW IN BI 4.1: Drag bars
have been added so you can
resize the Task panel, Layout
panel plus the Columns,
Rows and Background
sections.

18. The Sales organization
and Sold-to party
hierarchies currently show
both the key and text for
each member. We will
change this for both to just
show the text.
19. Right-click on Sales
organization either in the
Layout panel or in the
crosstab. Choose Display
as > Text.
20. Repeat for Sold-to party.


21. Save your workspace by clicking on the icon.
22. Feel free to explore adding and removing hierarchies; drag them around the Layout panel and crosstab.
23. When you are ready to proceed to the next exercise, click on the icon and load in your previously saved
workspace.
12

EXERCISE 3

ADDING CALCULATIONS

Estimated time: 4 minutes


Objective

In this exercise you will be introduced to calculations. With Analysis edition for OLAP you can add your own
calculations from quick calcs to dynamic calculations to a free-form calculation editor.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Quick Calc
Change the position of members
Dynamic calculations




13

EXERCISE 3 STEPS

Explanation Screenshot
1. Analysis, edition for OLAP
has three types of
calculations; quick calcs,
dynamic calculations and
custom calculations. We
will start with quick calcs.
2. For quick calcs to work,
they require two measures
(Key Figures) to be
selected. Click on Returns
value in the crosstab
column header then
CTRL-click on Incoming
orders value in the
crosstab column header.

3. Right-click on Incoming
orders value and choose
Calculation > Percentage
Share.


4. Notice a new column is
added to the crosstab.
This calculation tells us for
each customer what
percentage of their orders
was returned.
5. The position of any
member can be changed
to suit your analysis. Click
and drag the Billing value
column so it is to the right
of the new calculation
column.

14


6. The new calculation
column contains a
calculator icon. Click on
the icon.
7. The Calculation task
panel appears on the left.
This is where calculations
can be created and edited.
While quick calcs just
use two measures and one
operator, custom
calculations can use many
measures and operators.
8. Click on Function to see
the various calculation
functions that are
available.
9. For now we will simply
rename our calculation. In
the Name field enter %
Returns then click OK.


10. Dynamic calculations (also
known as list calculations)
operate with a single
measure. They are called
dynamic calculations
because the result
dynamically changes as
the number of members
changes.
11. Right-click on % Returns
in the crosstab column
header.
12. Select Dynamic
calculation > Rank
Number
13. A new column appears
showing the rank number
for each member with 1
representing the largest
number.


14. Save your workspace by clicking on the icon.
15. Feel free to reorder members and add new quick calcs and dynamic calculations.
16. When you are ready to proceed to the next exercise, click on the icon and load in your previously saved
workspace.


15

EXERCISE 4

CONDITIONAL FORMATTING

Estimated time: 3 minutes


Objective

In this exercise you are introduced to Conditional Formatting, also known as exception highlighting. We show how
you can change the colour or symbols displayed in a cell depending on the cells value.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Create a traffic light



16

EXERCISE 4 STEPS

Explanation Screenshot
1. Conditional formatting
(also known as exception
highlighting) allows you to
define rules and bring
attention to cells which
satisfy those rules. They
highlight cells whose
values are not typical.
2. Right-click on % Returns
in the crosstab column
header.
3. Choose Conditional
Formatting > New.


4. The Conditional
Formatting task panel is
where we define the
exception rules. We are
going to add a classic
traffic light rule.
5. Optionally enter a name
for the conditional
formatting (e.g. % Returns)
6. Choose the color Green
(6)
7. Use the option Less Than
and enter 5 as the value.
8. Click Add.



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9. Select the Preview option
in the bottom left corner of
the Conditional Formatting
task panel.
10. Notice the crosstab
dynamically updates and it
will continue to do so as
you add more rules.
11. Choose the color Yellow
(4)
12. Use the option Between
and enter the values 5 and
10.
13. Click Add.
14. Finally choose the color
Red (2)
15. Use the option Greater
Than and enter 10 as the
value.
16. Click Add.
17. Click OK.

NEW IN BI 4.1: Conditional
formatting defined in the Query
Designer is now displayed in
Analysis OLAP. Additionally a
new Display shelf is available
that allows the highest
conditional formatting alert
level to bubble up to the row
and column headers.
Conditional formatting can also
be based on one measure but
applied to another measure.

18. Save your workspace by clicking on the icon.
19. Feel free to add conditional formatting to other measures. Our example used the Cell Background format
but what happens if you change this to Value or Symbol?
20. When you are ready to proceed to the next exercise, click on the icon and load in your previously saved
workspace.
18

EXERCISE 5

MORE ADVANCED NAVIGATION

Estimated time: 5 minutes


Objective

In this exercise we add a new crosstab and show various ways how to add/change the hierarchies in the crosstab. We
also show how to control what hierarchy levels are displayed.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Insert a new crosstab
Different ways to choose the hierarchies in the crosstab
Show/hide hierarchy levels




19

EXERCISE 5 STEPS

Explanation Screenshot
1. We will insert a new
crosstab and choose
different hierarchies.
2. Click on the Insert toolbar
tab.
3. Click on the icon.
4. We are going to look at the
value of incoming orders
for individual material
items.
5. In the Layout panel drag
Key Figures from the
Columns section to the
Background section (see
screenshot to the right).
6. The Filter task panel will
automatically appear
because the Background
is a filter. Choose
Incoming orders value
and click OK.



7. Drag Cal. Year / month
from the Data panel into
the Columns section of the
Layout panel.


20

8. We are going to replace
Sold-to party in the Rows
with Material Group
Hierarchie. We could drag
and drop as before but this
time we will use the Swap
with option.
9. Right-click on Sold-to
party in the Rows section
of the Layout panel and
choose Swap with >
Material > Material Group
Hierarchie.


10. Your crosstab should now
look something like this.


11. There are two members
that we want to remove.
The first is Not Assigned
Material.
12. If you expand Not
Assigned Material you
will see that it represents
several material items. We
are not interested in any of
these so we are going to
remove the entire branch.
13. Right-click on Not
Assigned Material and
choose Remove.




21




14. The second member that we want to remove is Material groups. However, try to remove it using the same
technique that we just used for Not Assigned Material and see what happens.
15. When you remove a member, you also remove all of its child members. In the case of Material groups
removing it will also remove Speedy, Casing and all the other members leaving nothing left on the crosstab.
We want to keep all those members we just dont want to see Material groups.
16. Material Group
Hierarchie represents a
hierarchy of members and
Material groups is at the
first level. So we are going
to hide the first level.
17. Right-click on Material
Group Hierarchie either in
the Layout panel or in the
crosstab.
18. Select Show levels >
Level 01.
19. As Level 01 is already
checked, selecting it will
uncheck it, thus hiding
Level 01.

20. This is the result exactly
what we want.


21. Save your workspace by clicking on the icon.
22. Right-click on any hierarchy in the Layout panel and feel free to explore the various options in the context
menu.
23. When you are ready to proceed to the next exercise, click on the icon and load in your previously saved
workspace.
22

EXERCISE 6

VISUALIZING DATA WITH CHARTS

Estimated time: 6 minutes


Objective

This exercise is all about charts. We show how to add a chart, specify its location and how to use the zoom control to
dictate exactly what is drawn. We change some chart properties and demonstrate our innovative focused analysis
feature.



Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Add a chart
Choose the chart/crosstab position
Chart zoom control
Focused analysis
Chart properties




23

EXERCISE 6 STEPS

Explanation Screenshot
1. Charts are a very useful
aid to quickly understand
data and spot trends or
outliers.
2. Click anywhere on the
Analysis 2 crosstab to
select it.
3. To add a chart click on the
Insert toolbar tab.
4. Click on the line chart
icon.
5. To give the line chart more
space, click on its title bar
and drag it over the bottom
crosstab until it is
highlighted grey. This will
swap the position of the
chart and the lower
crosstab.


6. Notice that the line chart
contains a zoom control at
the top. This is a thumb
nail representation of all
the data in the chart. The
area with the white
background in the zoom
control at the left indicates
what is currently being
charted. The white area
can be resized and
dragged to any part of the
zoom control giving you
complete control of what is
charted.
7. Drag the right hand bar in
the zoom control all the
way across to the right so
that all the data is charted.


8. Visualization immediately lets us see that Motherboard is the best-selling item with sales increasing
throughout the year and peaking towards Christmas. Notice also that as this is a manufacturing plant,
production ceases for two months during the summer for annual vacation, servicing and retooling.
9. Although it is easy to see the trend line for Motherboard, the other lines are clustered together and are less
easy to read. To resolve this problem Analysis, edition for OLAP, has an innovative feature called Focused
Analysis.
10. When a chart is added to a worksheet it is automatically linked to the selected crosstab. You can see from
the name in the title bar of the chart that it is linked to the Analysis 2 crosstab.
24



11. Click anywhere on the
right-hand crosstab to
select it.
12. Click on the Display
toolbar tab then click on
Focused Analysis.
Focused analysis is now
enabled.
13. Click on Speedy in the row
heading of the crosstab.
This will select the whole
row.
14. Notice what happened to
the chart?
15. Try clicking on other row
headings.
16. You can also chart a
range. Click and drag to
select the range of cells
from Harddrive Terminal /
01.2005 to Motherboard /
03.2005.


17. Right-click anywhere on
the line chart. Choose Pie.
18. Crosstabs and charts have
their own properties. To
change these click on the
icon at the extreme left
side. This will display the
Properties panel for the
pie chart.
19. Change the Style to
Shadow.
20. Click Apply.
21. Click on the icon to
return to the Data panel.

NEW IN BI 4.1: We have
introduced the Waterfall chart
in the Other Charts menu.


22. Save your workspace by clicking on the icon.
23. Explore the different chart types and try selecting a different range of data in the crosstab. Also try resizing
the zoom control and change its position.
24. When you are ready to proceed to the next exercise, click on the icon and load in your previously saved
workspace.


25

EXERCISE 7

USING QUERIES WITH PROMPTS

Estimated time: 4 minutes


Objective

In this exercise we observe the impact of changing values in prompts for SAP BW and SAP HANA data providers.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Add a crosstab to a new sheet
Change query prompt values



26

EXERCISE 7 STEPS

Explanation Screenshot
1. Click on Sheet 2, at the
bottom of the analysis
window, to navigate to a
new sheet.
2. Click on Insert a new
analysis in the middle of
the sheet.
3. SAP BW queries often
have prompts (also called
variables). These are used
to narrow the data
displayed to just what is
required.
4. At the start of these
exercises we ignored the
prompt dialog. To change
the prompt values click on
the Prompts icon in the
Data panel.

5. We are going to specify
values for Calendar
Month/Year and
Distribution channel.
6. Click on Calendar
Month/Year in the
Prompts dialog.
7. Enter the Start and End
values as 01.2006 and
12.2006 respectively. You
can enter these manually
or click on the icon to
use the Member Selector.

8. Click on Distribution
channel in the Prompts
dialog.
9. Set the range to just
include 12:Internet Sales.
You can enter 12 manually
or click on the icon and
use the Member Selector
to choose 12:Internet
Sales.




27

10. The Prompts dialog should
now look like this.
11. Click OK to close the
Prompts dialog.



12. Right-click on Sold-to
party in the Rows section
of the Layout panel.
13. Choose Swap with > Cal.
year / month > Cal. year /
month
14. Notice that only data for
01.2006 thru 12.2006 is
shown, as set in the
prompt.


28




15. Drag Distribution
channel from the Data
panel to the Background
section of the Layout
panel.
16. The Filter task panel will
automatically open. Notice
that the only member
available is Internet
Sales, as set in the
prompt.
17. Click OK.


18. Save your workspace by clicking on the icon.
19. Feel free to open the Prompts dialog and change other values.
20. When you are ready to proceed to the next exercise, click on the icon and load in your previously saved
workspace.


29

EXERCISE 8

SORTING

Estimated time: 8 minutes


Objective

In this exercise we demonstrate Analysis OLAPs sort capabilities such as sorting members, sortiing measures and the
ability to sort the member key while displaying the member text.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Sort members
Impact when hierarchies are stacked
Sort values
Use the key to sort chronologically


30

EXERCISE 8 STEPS

Explanation Screenshot
1. With Analysis, edition for
OLAP, you can sort data in
ascending or descending
order plus you can also
sort members in alphabetic
order. Additionally there is
the option to sort in
chronological order.
2. Click on Sheet 1 to return
to our previous analysis.
3. Click on the icon in the
title bar of the left hand
crosstab. This will
maximize it to fill the sheet.

KNOWN ISSUE: For some the
% Returns column will be
missing. This is a known issue
which does not exist in BI 4.0
or BI 4.1 SP01. Please do
Exercise 2 steps 10-13,
Exercise 3 steps 2-3 and
optionally Exercise 4. We
sincerely apologize for this
brief inconvenience.


4. In the crosstab right-click
on Sales organization
and choose Sort > A to Z.
5. Now right-click on Sold-to
party in the crosstab and
choose Sort > Z to A.
6. You might not have
noticed a change but look
closely. Because Sales
organization and Sold-to
party are stacked side-by-
side, the Sold-to party
members have been
sorted for each Sales
organization member.
Notice the Z to A sort
order of the Sold-to party
members for Paris, San
Francisco, etc.




31

7. We will now sort some
data.
8. Right-click on % Returns
in the crosstab and choose
Sort > Descending.
9. Now we can see that
Superplus is responsible
for the largest amount of
percentage returns.


10. Click on the icon in the
title bar of the crosstab to
restore it back to its
original size and location.
11. Now click on Sheet 2.
12. Right-click on Cal. year /
month in the Rows section
of the Layout panel and
choose Attributes >
Calendar month.


13. The Calendar month key
is currently displayed.
14. Right-click on Calendar
month and choose
Display as > Text.
15. Right-click again on
Calendar month and
choose Sort > A to Z.
16. Cal. year / month is no
longer in chronological
order.


32




17. Right-click once again on
Calendar month but this
time choose Sort > Key.
18. Notice that we still keep
the sort order A to Z.


19. Now Cal. year / month is
in chronological order
again.
20. This type of sort is very
powerful. When a member
has both key and text
values defined, Analysis
edition for OLAP can
display one value while
sorting on the other value.


21. Save your workspace by clicking on the icon.
22. Feel free to try different sort options.
23. When you are ready to proceed to the next exercise, click on the icon and load in your previously saved
workspace.


33

EXERCISE 9

CONTROLLING THE AUTOMATIC UPDATE OF DATA

Estimated time: 4 minutes


Objective

In this exercise we show how to turn off the auto update of an analysis. This lets you quickly perform a series of
steps, if you know what output you expect, without querying the server after every step.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Turn off auto-update
Make dramatic changes to an analysis
Turn on auto-update


34

EXERCISE 9 STEPS

Explanation Screenshot
1. Analysis edition for OLAP
always refreshes the data
in the crosstab or chart
with every action (i.e. it
automatically updates).
However if you know in
advance the steps you are
going to complete you can
turn off the automatic
update until you are
finished. This avoids the
need to query the OLAP
server for every
intermediate action.
2. By default Auto Update is
enabled. Click on the Auto
Update button to turn it off.

3. The whole sheet will now
turn grey to indicate that it
will not update. However
you can still interact with
the toolbars, task panel
and Layout panel.
4. Drag Sales organization
from the Data panel and
place it on top of Cal. year
/ month in the Rows
section of the Layout panel
so that it gets replaced.
5. Right-click on Sales
organization in the Layout
panel and choose Sort > Z
to A.
6. Double-click on Sales
organization in the Layout
panel. (This is a shortcut
way to open the Filter task
panel).
7. Uncheck London, Paris
and 6512. Click OK.



35




8. Click on the Insert toolbar
tab.
9. Choose Other Charts >
Radar.
10. Now click on the Auto
Update button again.
11. All of the above actions
are executed and the
collective result is
displayed.


12. Save your workspace by clicking on the icon.
13. Feel free to experiment with the Auto Update feature. When Auto Update is turned off do you know what the
icon beside the Auto Update button does?
14. When you are ready to proceed to the next exercise, click on the icon and load in your previously saved
workspace.
36

EXERCISE 10

VIEWING THE WORKSPACE OUTLINE

Estimated time: 3 minutes


Objective

In this exercise we introduce the Outline task panel. This is particularly useful for large workspaces that contain many
crosstabs and charts.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Rename sheets
Outline task panel





37

EXERCISE 10 STEPS


Explanation Screenshot
1. Analysis, edition for OLAP, allows you to create workspaces with many different analyses connected to
different data sources from a variety of different providers. Each sheet in the workspace can contain up to 4
crosstabs or charts and you can have as many sheets as you want.
2. There are several techniques to help with organizing large workspaces such as using the crosstab and chart
Properties to give them meaningful names and grouping related analyses onto the same sheets. You can
also rename sheets.
3. Right-click on the tab for
Sheet 2 and choose
Rename.
4. Enter Radar Charts
5. Right-click on the tab for
Sheet 1 and choose
Rename.
6. Enter % Returns

NEW IN BI 4.1: You can now
drag and drop the sheet tabs
to change their order.


7. Another useful feature is
the Outline panel. Click on
the icon at the
extreme left side.
8. If they are not already
expanded, expand both
the % Returns and Radar
Charts sheets.


9. The Outline panel shows all the components, which sheet they are on, which connection is used and which
component is current selected. This is particularly useful for large workspaces which have multiple
components on multiple sheets.
10. Click on Analysis 1 in the % Returns sheet. The analysis window will change to the % Returns sheet and
select the Analysis 1 component.
11. Save your workspace by clicking on the icon.
12. Feel free to explore the Properties panel for each crosstab and chart.
13. When you are ready to proceed to the next exercise, click on the icon and load in your previously saved
workspace
38

EXERCISE 11

EXPORTING TO EXCEL AND PDF

Estimated time: 3 minutes


Objective

In this exercise we show how to share analysis results by exporting them to Excel or PDF. We show how the export to
Excel honors the conditional formatting defined in Analysis OLAP. The export to PDF (printing) offers a lot of flexibility
including control of content in headers, footers, custom text, etc.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Hide the Layout panel
Hide the task panel
Export to Excel
Export to PDF, both Sheet (WYSIWYG) and Data formats.




39

EXERCISE 11 STEPS

Explanation Screenshot
1. Once an analysis is
complete, the Task panel
and Layout panel are
usually no longer required.
2. Click on the icon in
the quick access toolbar
to hide the Layout panel.
3. Click on the icon to
collapse the Task panel.

4. Notice that Analysis edition
for OLAP automatically
resizes the analysis
window to take advantage
of the extra screen space.


5. Now click on the
icon in the quick access
toolbar. The default export
is to Excel.
6. First you are able to select
which of your worksheets
will get exported.
7. Select Analysis 1 and
Sub-Analysis 1 from the
% Returns sheet.
8. Click OK.
9. Click on the downloaded
Excel file in the browser
status bar.

40

10. Open the exported
spreadsheet.
11. The exported crosstab and
chart get their own
worksheets in Excel and
they are renamed to the
same name as the
crosstab and chart.
12. Click on the Analysis 2
Sub-Analysis 1 sheet to
see the exported chart.
13. Click back to the Analysis
1 sheet.
14. Notice that the conditional
formatting has also been
exported as a genuine
Excel rule.
15. Click on one of the
formatted cells.
16. In Excel click on
Conditional Formatting >
Manage Rules and
observe the rules you
created earlier in Analysis,
edition for OLAP.

KNOWN ISSUE: The Excel
export will just show green
conditional formatting. This
issue does not exist in BI 4.0
or BI 4.1 SP01.

17. Close Excel and navigate
back to Analysis, edition
for OLAP.
18. Click on the Radar Charts
sheet.
19. Click on the icon in
the quick access toolbar
to export to PDF.
20. You can choose to export
the Sheet or export the
Data and you can set
headers and footers. The
Sheet option performs like
a WYSIWYG layout and
will print everything on the
sheet on one page. The
Data option will print all
data for a selected
component across multiple
pages.
21. Export the different parts
of your worksheets to see
the behavior.



41




22. Save your workspace by clicking on the icon.
23. Feel free to explore the various export options.
42

EXERCISE 12

OPTIONAL: MORE FEATURES & FREESTYLE

Estimated time: - minutes


Objective

This optional exercise is for those who would like to continue exploring Analysis, edition for OLAP, where we continue
to show other features such as defining a custom drill path, display attributes, measure formatting, changing
aggregation etc.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Display attributes
Conditional formatting colour palette
Top 10
Measure formatting




43

EXERCISE 12 STEPS


Explanation Screenshot
1. Please continue to explore Analysis, edition for OLAP.
2. Turn on the Data task panel and Layout panel again.
3. There are some additional features that we have not shown in this introduction including Display Attributes
and creating a custom drill path using the Hierarchy option in the Display toolbar.
4. In the crosstab you can also control how much space is used for data and how much for meta-data.
5. Select the Radar Charts
sheet.
6. Replace Sales
organization in the rows
with Sold-to party.
7. Expand Sold-to party in
the Data panel to see all
the display attributes.
8. Click on each of the
display attributes and drag
them to the Rows section
of the Layout panel.


9. Notice that the left side of
the crosstab with meta-
data has increased. Also
notice that both the left
and right side of the
crosstab have horizontal
scrollbars.
10. There is a dividing bar
between the meta-data on
the left and the data on the
right. Drag this bar left and
right to see the effect.

11. Optional: Other areas to explore are
a. Edit the color palette in the Conditional Formatting task panel
b. Add conditional filters such as Top 10 (right-click on a hierarchy then choose Filter > By measure)
c. Change the aggregation of totals (right click on a measure then choose Totals & Sub-Totals >
Calculate totals as > )
d. Change the format of measures (click on the Display toolbar tab and choose Measure Format)
44

EXERCISE 13

CREATE AN ANALYSIS APPLICATION

Estimated time: 20 minutes


NOTE: If you have completed the previous exercises you can skip to step 47 on page 51.


Objective

In this exercise we will first create a workspace comprising of 2 crosstabs and 2 charts spread over 2 sheets. We then
show how simple it is to dynamically build an HTML5 (mobile) application from the workspace which continues to offer
core functionality such as drilling into a hierarchy, sorting and filtering.


Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Create a workspace
Create a desktop application
Create a mobile application




45

EXERCISE 13 STEPS

Explanation Screenshot
1. We are going to quickly
create a workspace which
we will then use to create
an Analysis Application.
2. Open the BI Launchpad via
the SAP BusinessObjects
Java BI Launch Pad icon on
the desktop. Alternatively
open Internet Explorer and
enter the URL
http://localhost:8080/BOE/B
I.
3. Logon with your Enterprise
credentials (i.e.
Administrator and
Abcd1234)
4. Select the menu
Applications
5. Select Analysis, edition
for OLAP.




6. Select the connection
Order and Sales Values
7. Click OK
8. A Prompts dialog will
appear. Leave everything
as-is and click OK

NEW in BI 4.1: The prompt
dialog was redesigned for BI 4.1
and includes support for BW
variants, creating new personal
or public variants plus merging
prompt values across multiple
queries. You can also optionally
choose whether or not to save
prompt values with the
workspace.


46

9. You are presented with the
query view definition as
defined in the BEx Query
Designer

10. We are going to replace the
Sold-to party hierarchy with
Sales Organisation.
11. Right-click on Sold-to party
in the crosstab or Layout
panel and choose Swap
with > Sales organisation
> Sales Organisation.

NOTE: You are choosing Sales
Organisation not Sales
organisation (see screenshot).

12. We want to hide the top
level parent member.
13. Right-click on Sales
Organisation and select
Show levels > Level 01.
14. As Level 01 is already
checked, selecting it will
uncheck it, thus hiding
Level 01.



47

15. Click on the Insert toolbar
tab and click on the
column chart icon.

16. Also click on the pie
chart icon.

17. The Sales Organisation
hierarchy currently shows
both the key and text for
each member. We will
change this to just show the
text.
18. Right-click on Sales
Organisation in the
Analysis 1 crosstab and
choose Display as > Text.

48

19. Click anywhere on the
Analysis 1 crosstab to
select it.
20. Click on the icon on
the extreme left of the
screen. This will display the
Properties task panel.
21. Set the Column Width to
125
22. Click Apply.

23. Stay with the Properties
task panel. Change the
Analysis Name to Sales
Organisation Performance.
24. For the Description enter
There are more returns in
Europe than the Americas.
25. Click Apply.

26. Click anywhere on the
Column chart to select it.
Notice that the Properties
task panel automatically
changes.
27. Change the Palette to
Basic.
28. Click Apply.



49

29. Click anywhere on the Pie
chart component to select it.
Notice that the Properties
task panel automatically
changes.
30. Change the Style to
Shadow.
31. Click Apply.

32. Click on the icon to
display the Data panel.
33. Drag Division to the
Background section of the
Layout panel.
34. The Filter task panel will
automatically appear. Keep
the default selection as-is.
35. Click OK.

36. Right-click on the Sheet 1
tab, at the bottom of the
analysis window. Choose
Rename.
37. Rename Sheet 1 to
Performance.

38. Right-click on the Sheet 2
tab, at the bottom of the
analysis window. Choose
Rename.
39. Rename Sheet 2 to Orders
over Time.



50

40. Click on the Orders over
Time tab.
41. We will insert a new
crosstab and choose
different hierarchies.
42. Click on the Insert a new
analysis link in the middle
of the window.
43. We are going to look at the
value of incoming orders
over time.
44. In the Layout panel drag
Key Figures from the
Columns section to the
Background section (see
screenshot to the right).
45. The Filter task panel will
automatically appear
because the Background is
a filter. Choose Incoming
orders value and click OK.

46. Drag Cal. Year / month
from the Data panel into the
Columns section of the
Layout panel.




51

47. We will now dynamically
create an analysis
application.
48. Click on the Create
Analysis Application icon in
the quick access toolbar.
49. You can choose which
crosstabs and charts you
want to include in your
application. We will keep
everything selected.
50. Click OK.

51. In the Save dialog enter a
file name for your
application and click Save.

52. After a few seconds the
application will appear in a
new browser window.
Notice how similar this is to
your Analysis OLAP
workspace.
53. Observe:
Same tab names
Same chart styles
Same component
names
Comment under the
crosstab

52

54. In the crosstab change the
sort order of the columns.
55. Drill into the PM_AMERICA
hierarchy, then
PM_CANADA and PM_US.
Notice how the charts
automatically change.

56. Click on the Filter button.
57. In the Filter dialog click on
the - for the Division
hierarchy.



53

58. Select the High Tech II
division.
59. Click Apply.
60. Notice the crosstab and
charts all change.
61. Click Close to close the
Filter dialog.

62. Click on the Orders over
Time tab to view the
crosstab.
63. You can also sort and filter
this crosstab.

54

64. Close the Analysis
Application window and
return to Analysis OLAP.
65. We will now dynamically
create an analysis
application specifically for
mobile devices.
66. Click on the Create
Analysis Application icon in
the quick access toolbar.
67. Choose iPad from the pull-
down menu. Keep
everything selected.
68. Click OK.

69. In the Save dialog enter a
file name for your
application and click Save.
70. For mobile applications you
can optionally assign the
application to the Mobile
category. This will make it
available in the SAP
BusinessObjects Mobile
application.



55





71. Notice how the UI is now
quite different. The buttons
are bigger because they are
designed for finger
tapping.
72. All functionality is still
available. You can drill into
the hierarchies, sort and
filter members.
73. However we now render
one component per page
because of the smaller
screen real estate of mobile
devices. Click on the dots at
the bottom of the window or
click and drag the mouse on
the title to move to the next
screen.

74. The charts continue to
change automatically
depending on the applied
filters and drill.

75. The analysis applications that you have created can also be opened directly in SAP BusinessObjects Design
Studio where they can be modified and augmented.
76. This is a very powerful feature for Analysis, edition for OLAP. It provides business analysts with the ability to
share their results, using a simple yet interactive user interface, instantly to everyone in their organization
whether they use a desktop or mobile device.

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