analysis for office training

SAP BO Analysis for Office

August 2015

Outline

• Objective• Getting Started• Creating Workbooks in Excel• Analyzing Data in Excel• Sharing Content in Excel

Objective

• To introduce Analysis for Office • Enable users to have basic knowledge on how

to analyze BI data on Excel

Getting Started• Overview• Enable the Add-In • Insert a data source directly from BW • Insert a data source using an OLAP

Connection

Overview

• SAP BO Analysis, edition for Microsoft Office– An Office add-in that allows us to design

workbook applications and perform multidimensional ad-hoc analysis of OLAP data sources in Excel

– Create intuitive BI presentations in MS PowerPoint

– Adding intelligence to Excel documents.– Share secure workbooks & presentations.

Enable the Add-In

Enable the Add-In• Click File Options Add-In select COM Add-ins

Enable the Add-In

Insert a data source directly from BW

Insert a data source using an OLAP Connection

• Connections to OLAP data sources can be configured and stored as OLAP connections in SAP BI platform, so that they can be made available to many users.

Insert a data source using an OLAP Connection

Creating Workbooks in Excel• Add data to a crosstab • Create a calculation • Insert a dynamic calculation • Insert filter component • Insert dynamic chart• Insert information field

Add data to a crosstab

• In Analysis, we can use right-click or drag and drop to perform a variety of data navigation steps directly on Analysis crosstab or in the Analysis Design Panel.

• Add , re-order, and remove data in an Analysis crosstab using the Analysis design panel using right click or drag-and-drop.– Open the Analysis Design panel to see what data is

available in the workbook– Click “Display”

Add data to crosstab

Crosstab data…

Create Calculation

• Raw multi-dimensional data in Analysis crosstab may include trends that can be revealed only when new information is derived from it.

• Calculations provide a way to reveal these trends.

Create Calculation

Dynamic Calculation

• To display values that are not included in the data source.

• Can be based on a measure or a user-defined calculation.

Insert Dynamic Calculation…

Dynamic Charts

• Provide graphical representation of data in a crosstab.

• Automatically update when data in the crosstab changes.

Dynamic Charts…

Filter Components

• Allow you to quickly change the view of the displayed data by selecting particular members to include in the crosstab.

Filter Component…

Filter component…

Filter Component…

Information Fields

• Provide metadata about the data source & the workbook.

• Can be displayed in the workbook.

Information Fields…

Analyzing Data in Excel• Sort data by measure , by dimension • Define & Edit a conditional format • Create a background filter • Filter data by measure , by member

Sorting

• Sorting data is a fundamental part of data analysis. • It helps you understand your data better as you

create different views of the data in your crosstab. • When you sort data, you are able to quickly

identify the data you need for your decisions.• Sorting– By dimension– By measure

Background Filter

• Data filters are used to narrow the scope of an analysis to just the data you need.

• A Background filter is a data filter based on a member that is not currently displayed directly in the Analysis crosstab.

Background Filter…

Conditional formatting

• is used to highlight important values or unexpected results in the data displayed in an Analysis crosstab.

Conditional formatting

Conditional Formatting….

Conditional Formatting…

Filtering

• By measure– specify which measure values to include in your

analysis.• By member– allows you to specify exactly which members to

include in your analysis

Sharing Content in Excel• Create a PowerPoint slide • Save a workbook to the BI platform • Open a workbook from the BI platform • Insert a hyperlink to open a document

in the BI platform

Create a PowerPoint slide

• After you create an analysis in Microsoft Excel, you can easily create a Microsoft PowerPoint slide that displays the crosstab or chart from the Excel workbook.

• Once the slide is created, the PowerPoint and Excel objects are independent of one another, so further navigation steps taken in Excel will not affect the PowerPoint slide.

Create a PowerPoint slide

Save a workbook to the BI platform

• The SAP BusinessObjects Business Intelligence (BI) platform allows you to store Analysis workbooks in a central location and share them with other users.

Save a workbook to the BI platform

Open workbook from platform

Insert a hyperlink to open a document in the BI platform

• You can insert hyperlinks in Excel workbooks to enable you to access related documents saved in the BI platform.

Insert a hyperlink …

Insert a hyperlink ….

Insert a hyperlink …

Thank You!!!

analysis for office training

Data & Analytics