dbw70r - sap bi - enterprise reporting, query & analysis delta 3.x - bi

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© SAP AG DBW70R 0-1 SAP AG 2006 ’%:56$3%,² (QWHUSULVH5HSRUWLQJ4XHU\ $QDO\VLV’HOWD[! © SAP AG 2006 ’%:5 6$3%,² (QWHUSULVH5HSRUWLQJ4XHU\$QDO\VLV ’HOWD[˘ %, SAP NetWeaver 2004s – Business Intelligence 2006/Q2 Material number 50078580

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Page 1: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

© SAP AG DBW70R 0-1

SAP AG 2006

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© SAP AG 2006

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� SAP NetWeaver 2004s – Business Intelligence

� 2006/Q2

� Material number 50078580

Page 2: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

© SAP AG DBW70R 0-2

SAP AG 2006

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Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

� Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.

� IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, and Informix are trademarks or registered trademarks of IBM Corporation in the United States and/or other countries.

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� HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.

� Java is a registered trademark of Sun Microsystems, Inc.

� JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.

� MaxDB is a trademark of MySQL AB, Sweden.

Page 3: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

© SAP AG DBW70R 0-3

� SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.

� The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the express prior written permission of SAP AG.

� This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice.

� SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

� SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence.

� The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages.

Page 4: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

© SAP AG DBW70R 0-4

SAP AG 2005

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Page 5: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� There may not be sufficient time during the course to complete all the exercises. The exercises provide additional examples that are covered during the course. You can also work through these examples in your own time to increase your understanding of the topics.

Page 6: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 7: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 8: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 9: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 10: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 11: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 12: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 13: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 14: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 15: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 16: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 17: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 18: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 19: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 20: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 21: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� In SAP NetWeaver 2004s BI, web printing is supported for BEx Reports, web applications, queries and

query views. �

This web printing function leverages the capabilities of both Adobe Acrobat and the SAP NetWeaver Application Server.

� Analyses can be printed both directly from the web tool or in the background through the BEx

Broadcaster. �

For ad hoc printing, Adobe Acrobat Reader is required on the client workstation. The printing is done after the PDF file is generated and displayed on the client workstation.

Page 22: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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For web printing, the data for the analysis can come from SAP BI, OLTP data from SAP or a third party system or from other data warehouses.

� The client prerequisites for web printing are:

y A web browser

y Adobe Acrobat Reader (no other plug-ins are required)

y Access to a printer

Page 23: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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or Web Analyzer. This dialog prompts for the parameters required to convert the analysis to a PDF file for display with Adobe Acrobat Reader.

� Printing options can be set locally by the user, or BI administrators can create global print options.

� In BEx web applications, you can print the entire web application or individual web items.

Page 24: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� In the print dialog screen, various options for formatting the output can be set.

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y Fit the output over several pages in a poster format. This allows the output pages to be reassembled in a larger format.

� Margin options:

y Top, bottom, left and right margins can be set in various units of measure.

Page 25: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� Up to three components of both the footer and header (left, center and right) can be specified on the fly.

� When all print options have been selected, the PDF file is ready to be generated.

Page 26: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� The PDF document is then shown in the browser on the client workstation. In order to view the PDF

document, Adobe Acrobat Reader must be installed. �

The PDF document can then be printed using the print button in Adobe Acrobat Reader. It can also be saved to disk or sent via e-mail.

Page 27: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� You can also generate PDF documents or print directly using the BEx Broadcaster. The BEx

Broadcaster is available in the BEx Report Designer, in the BEx Web Application Designer and via the context menu of BEx Web Applications or ad hoc analyses created with the BEx Web Analyzer.

� In our example, the BEx Broadcasting Wizard is started using the ‘Distribute and Export’ context menu.

You can choose whether you want to generate a PDF document or print.

Page 28: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� In web-based analyses, the user can now perform various ad hoc navigation steps easily using drag and

drop. �

Shown above is an example from the BEx Web Analyzer. A user can drag items from one section of the navigation block to another to immediately alter the structure of the analysis. They can also Drag&Drop items from the navigation block directly to the rows or columns of the analysis results. Dragging characteristics to the filter area immediately performs the corresponding filtering of the results.

� Items can be removed from the analysis easily by dragging the item outside of the analysis grid.

Page 29: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� Drag and drop functionality is now available in the BEx Analyzer, as well. This is the result of the BEx

Analyzer being written in the .NET development language in SAP NetWeaver 2004s BI. �

Shown above is an example of exchanging characteristics in the drilldown of a BEx Analyzer analysis. In previous versions, this navigation would have been accomplished using the context menu option ‘Exchange Distribution Channel with Sales Group’. This form of navigation can still be done, but using drag and drop may be more intuitive for most users.

� Another example of drag and drop navigation in the BEx Analyzer would be creating an ‘exclude’ filter

value by simply dragging the appropriate characteristic value outside of the analysis grid. Prior to SAP NetWeaver 2004s BI, this operation would have taken several mouse clicks, beginning with choosing ‘Select Filter Values’ from the context menu in the navigation block.

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� The Open dialog has been revised in both the BEx Web Analyzer and the BEx Analyzer.

� In the BEx Web Analyzer, you can choose to analyze data providers from both SAP NetWeaver BI

systems and third party BI systems that are maintained in the portal landscape. The choice of which BI system you want to use is made in the top drop-down box in the Open dialog. Once a BI system is chosen, the contents of the dialog are adapted to the system chosen.

� In the BEx Web Analyzer, you can choose from BEx Queries, BEx Query Views and InfoProviders on

SAP NetWeaver BI systems. �

In the BEx Analyzer Open dialog, both BEx Queries and InfoProviders can be chosen for analysis.

Page 31: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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The new filter dialog in the BEx Web Analyzer enables users to set filter values intuitively. Initial filter values can be selected either from drop-down boxes or by dragging characteristic values directly from the table to the filter menu.

� In the filter menu, using the ‘Edit’ option allows the user to select or deselect specific individual values

or value ranges. �

As discussed before, the filter dialog adapts interactively to the drag and drop options performed directly on the table.

� There is also a ‘Clear’ option available to delete all selected filter values at once.

Page 32: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� The filtering options in the BEx Analyzer have been improved over previous versions.

� In the default workbook, new buttons are provided to simplify access to menus for charts, filters and

information about the embedded query. �

In the filter menu, the user can drag and drop values from the table directly into the filter area, rather than using the ‘Select Filter Values’ context menu option.

� If certain combinations of filter values are used regularly, the user can save these choices for re-use as

shown in the graphic above.

Page 33: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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7UDQVLWLRQ�IURP�%([���[�WR�6$3�1HW:HDYHU�����V�%([�7RROVT &RQYHUVLRQ��LI�SRVVLEOH��RFFXUV�ZKHQ�WKH�SUHYLRXV�REMHFWV�DUH�RSHQHG�LQ�WKH�QHZ�WRROV��7KLV�HQDEOHV�WUDQVLWLRQ�RQ�DQ�DV�QHHGHG�EDVLV��7KHUH�LV�QR�PDVV�FRQYHUVLRQ�RI�REMHFWV�

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T 7KH�UHFRPPHQGDWLRQ�LV�WR�PDNH�WKH�FKDQJH�VWHS�E\�VWHS��EHFDXVH�IXUWKHU�QHZ�IHDWXUHV�ZLOO�RQO\�EH�PDGH�IRU�WKH�QHZ�WRROV�

� With SAP NetWeaver 2004s, new BEx tools and a new runtime are available in the Business Explorer.

At the same time, all of the previous tools and the runtime from SAP BW 3.5 will be delivered in order to guarantee a step-by-step, demand-oriented transition.

Page 38: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� In order to use the new SAP NetWeaver 2004s BI BEx Suite, the usage type BI Java, including the

usage types Portal and AS Java, must be installed. �

The BEx Suite now can access any data source including:

y SAP BI InfoProviders

y SAP and non-SAP OLTP sources

y Other data warehouse sources

Page 39: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� The BEx design and runtime environment has expanded with new tools, functions and a new runtime.

These tools allow users at all skill levels to perform a wide variety of tasks. �

The BEx design tools such as the BEx Query Designer, BEx Report Designer and BEx Web Application Designer provide both the IT and Business User groups with the necessary tools to create a wide variety of queries, reports and web applications.

� The Business User group can also make use of the BEx Web Analyzer and the BEx Analyzer to

integrate information from all types of sources. �

Information Consumers require virtually no Business Intelligence skills to access needed information via web applications, queries, reports and patterns. Access to these tools is typically provided via objects created by the IT and Business User groups.

� The platform to support these tools consists of usage types SAP BI and SAP BI Java. These two usage

types are used to form a persistence layer and a runtime layer. �

Within the NetWeaver AS ABAP stack, a persistence layer is formed supporting the development and execution of web applications, queries, query views and InfoProviders. Additionally, this persistence layer is necessary for the new BI Accelerator functionality based on the TREx search engine.

� Within the NetWeaver AS J2EE engine, a runtime layer is formed supporting the BEx Broadcaster, BEx

Web, Integrated Planning and Knowledge Management functions of SAP NetWeaver 2004s BI. Here too is the new Adobe Document Service to support web-based printing.

Page 40: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� All existing 3.x queries can be edited with the SAP NetWeaver 2004s BEx Query Designer without

further manual adaptation. �

In general there is no migration and there is no new GUID or new objects in the database tables. �

After editing with the new tool queries cannot be edited with the 3.x BEx Query Designer anymore. �

The system logic allows you to still edit other BW3.5 queries in the BW3.5 Query Designer even if they are re-using elements of a query that has been edited with the NW2004s BEx Query Designer as long as the reusable elements use no 2004s features (i.e. planning settings, new aggregation on formulas, variables with multiple default values).

� Queries created or adapted with the SAP NetWeaver 2004s BEx Query Designer will still appear in the

Open Dialog of the 3.x tool but they cannot be opened anymore. �

For those scenarios where customers do not want to use the SAP NetWeaver 2004s BEx Query Designer, SAP ships a 3.x version of the BEx Query Designer in addition to the SAP NetWeaver 2004s BEx Query Designer.

� New capabilities are only implemented in the SAP NetWeaver 2004s Query Designer.

� Query Views that were created before will still run after a query has been changed with the new BEx

Query Designer. �

In general, query views do not need to be migrated.

Page 41: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Existing BW3.x queries and workbooks can be opened and executed with the SAP NetWeaver 2004s BEx Analyzer.

� Standard workbooks are automatically upgraded, workbooks with customer coding will be upgraded

with a best guess strategy. �

Manual adaptation might be necessary to ensure the proper behavior of the workbook. (e.g. customer Visual Basic has to be manually adapted).

� After saving in the new tool, workbooks cannot be used in the 3.x BEx Analyzer. They will no longer

appear in the Open dialog. �

For those scenarios where customers do not want to use the SAP NetWeaver 2004s BEx Analyzer, SAP ships a 3.x version of the BEx Analyzer in addition to the SAP NetWeaver 2004s BEx Analyzer.

� After migration, the old version of a workbook is still available in the old 3.x BEx Analyzer. Migration

can be done as many times as need. Old workbooks are not deleted. �

New capabilities are only implemented in the SAP NetWeaver 2004s BEx Analyzer �

GIS functionality is only available via BEx Web (Web Application Designer). �

The new BEx Analyzer gives access to InfoProviders, queries and query views but not to query views created with the new BEx Web Analyzer. On the other hand, query views created with the BEx Analyzer are available within the new BEx Web Analyzer.

� Several Features of the new BEx Query Designer and BEx Web (e.g. in the area of exceptions and

conditions) are not available in the new BEx Analyzer.

Page 42: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

© SAP AG DBW70R 1-36

� SAP does not recommend using NetWeaver 2004s queries and query views in the old 3.5 BEx

Analyzer.

Page 43: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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SAP ensures that existing customer scenarios continue to be able to be edited with the 3.x WAD that is shipped in SAP NetWeaver 2004s in addition to the SAP NetWeaver 2004s BI WAD.

� With many new web items in the SAP NetWeaver 2004s BI WAD, some 3.x web items are not included

anymore. �

Examples:

y The Role Menu item is replaced by NetWeaver Portal functionality

y The Alert Monitor is replaced by the Universal Worklist within the NetWeaver Portal �

A migration can be triggered if a 3.x web application is opened with the SAP NetWeaver 2004s BI WAD.

� BEx Web Applications in which certain customer-specific enhancements (e.g. Table Interface, custom

Java-Script) were made cannot be automatically converted with SAP NetWeaver 2004s BI WAD. Manual adaptation might be necessary to ensure the proper behavior of the web application.

� After saving with the SAP NetWeaver 2004s BI WAD, the migrated version of a web application can no

longer be used in the 3.x BEx WAD. Migrated versions will not appear in the open dialog of the old tool.

� After migration, the previous version of a web application is still available via the previous 3.x BEx

WAD. The previous version will still appear in the open dialog of the previous tool. Migration can be done as many times as need since the previous version of the web application is not deleted. The previous and new versions are stored in different database tables in different formats.

� New capabilities are only implemented in the SAP NetWeaver 2004s BI WAD.

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© SAP AG DBW70R 1-38

� Web templates for the new BEx Web runtime can only be created with the new SAP NetWeaver 2004s

BI WAD. �

SAP does not recommend using NetWeaver 2004s BI queries and query views in the 3.5 WAD.

Page 45: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

© SAP AG DBW70R 1-39

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� No further development is to be done on the %([�%URZVHU and the %([�'RZQORDG�6FKHGXOHU. Their

functions are taken over by the SAP NetWeaver 2004s components Portal, KM & BEx Broadcaster. The NW Portal provides a role-based overview of various objects and distribution of documents takes place using the BEx Broadcaster or functions in the BEx Portfolio area and Knowledge Management in the portal.

� No further development is to be done on the 5HSRUWLQJ�$JHQW. Its functions are taken over by the

Broadcaster, the Portal and the NetWeaver Alert Framework. Existing Reporting Agent settings are still available for execution using the 3.x runtime access to the Reporting Agent, so existing scenarios can still be used.

� No further development is to be done on the %([�$G�+RF�4XHU\�'HVLJQHU. It is replaced by the BEx

Web Analyzer. In the BEx Web Analyzer, query views can be created based on BEx queries, InfoProviders and third party multidimensional data providers that offer an XMLA or ODBO interface.

Page 46: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� New SAP NetWeaver 2004s BI features & functions (e.g. BI-Integrated Planning, Enterprise Reporting

and PDF-based printing) are only possible with the new web runtime. �

This new runtime is based on the technology of the SAP NetWeaver Portal and the NW AS J2EE engine.

� The new runtime does not support the Table Interface.

� The old 3.x runtime is still part of SAP NetWeaver 2004s BI and can be operated in parallel to the new

runtime. Therewith SAP ensures that existing customer scenarios continue to run. These scenarios can still be run on the old 3.x runtime within a SAP NetWeaver 2004s BI server.

� The recommendation is to make the change step by step, since additional new features will only be

delivered for the new runtime.

Page 47: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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� In SAP NetWeaver 2004s, the BEx Broadcaster is shipped in both a 3.x version and in a SAP

NetWeaver 2004s version. �

The 3.x version is started from the 3.x BEx tools and/or the context menu of Web Applications running on the old runtime.

� The SAP NetWeaver 2004s version is started from SAP NetWeaver 2004s BEx tools and/or context

menu of Web Applications running on the new runtime. �

Existing BW 3.x broadcasting settings can still be maintained and processed with the 3.x version of the Broadcaster.

� If you use the new SAP NetWeaver 2004s Broadcaster, you can build settings on all queries in the

system but you have to build them from scratch. You cannot use already existing 3.x broadcasting settings for queries. � You can build settings on all web applications that were built or converted with the SAP NetWeaver

2004s WAD. You cannot build settings on old web applications. � BW 3.x broadcasting settings for workbooks can be used as before. There are no changes.

� In order to use Mobile Intelligence (online access to BI queries and web applications via PDAs using

automatic device recognition), customers need to use the 3.x Web Application Designer as well as the old 3.x BEx runtime.

� The SAP NetWeaver 2004s runtime does not support automatic device recognition.

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Page 56: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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,Q�WKLV�OHVVRQ�ZH�ZLOO�OHDUQ�KRZ�WKH�4XHU\�'HVLJQHU�KDV�EHHQ�LPSURYHG�WR�SURYLGH�GHYHORSHUV�ZLWK�D�PRUH�LQWXLWLYH�DQG�SURGXFWLYH�HQYLURQPHQW�LQ�ZKLFK�WR�ZRUN��

Page 58: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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The BEx Query Designer continues to be a key member of the Business Explorer Suite (BEx) for Netweaver 2004s BI

> The BEx Query Designer is used to define queries which can then deployed in a variety of scenarios

including Excel workbooks and web applications. >

Access to the BEx Query Designer is via the standalone Windows menu option (or desktop shortcut) or via context menus from the other BEx components, such as the Web Application Designer or BEx Analyzer.

Page 59: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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The BEx Query Designer has been completely rewritten in .Net VB and includes many new features. >

In the BW 3.X Query Designer the properties were accessed via a context drop down menu. Now the properties are continually visible in a separate pane and reflect the properties of whichever object you have currently highlighted. The properties can be displayed or changed directly here.

> In the BW 3.X Query Designer it was only possible to work with one object at a time. It is now possible

to perform actions on multiple objects simultaneously. For example you can drag and drop multiple objects together and also change the properties of multiple objects of the same type simultaneously. You could also highlight all key figures in the query and modify the property to use no decimal places. This setting change would affect all key figures you had previously highlighted. This removes the need to repeat this action individually for each key figure.

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>

When dragging objects within the query designer it is now possible to clearly and continually see the name of the object during the drag operation. It is also possible to clearly see the drop point so that you know where the object will be inserted. The drop point is identified with a strong blank line.

> You can now drag and drop key figures or structure members to create display hierarchies. This was

previously achieved only via the drop down context menu.

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There is a new option ‘cut’ which did not exist in BW 3.X. This means you can stage the objects in the clipboard before deciding where to place them using the new ‘insert’ menu option.

> The ‘cut’ object is still displayed (grayed out) in its original place until you insert it. These options are

available from the context menu.

Page 62: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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The Query Designer layout has been redesigned. Developers now have different areas to work with:

y InfoProviders

y Filter

y Rows/Columns

y Tabular mode

y Cell Editor

y Properties etc. >

You can switch these areas on and off using the new toolbar icons. >

The editors for formulas, variables, exceptions and conditions have been enhanced with better layouts and new features.

> It is also possible to switch the query designer layout to use the old 3.x design.

> You can also choose to display the technical names either before or after the text or without the text.

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>

Menus are now available for all major activities in the Query Designer. The tasks are grouped for ease of use.

> The application menus and context menus now also include the corresponding icons so that you can see

the shortcut (if there is one available). >

You can now simplify the Query Designer layout by choosing to display only the relevant toolbar according to your task.

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The Query Designer now includes many features aimed at improving productivity of query developers. For example:

> 1) The Query Designer works in a more proactive way to prompt the designer with suitable tasks for a

selected object. >

2) Errors are highlighted with a zigzagged underline to show what needs attention >

3) Suggestion for the correction are provided via the context menu, message panel, task panel or application help menu or hover text.

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It is now possible to clearly show whether the query objects take their settings from the original InfoObject setting or if they have been supplied by the query designer (as an override).

> You can choose whether the report should display each characteristic‘s text, key, key and text or text

and key or nothing at all.

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In the past it was necessary to adopt a bottom up approach to query design which simply meant that you had to ensure every individual object was defined before you embarked on the development of any other higher level object which used the lower level objects. This meant that you could be stopped in your tracks if you realized you were missing an object. You would need to interrupt what you were doing in order to first create the missing object before continuing.

> Now you are able to create any required objects right at the place where they are needed without losing

any work or the flow of your development. A convenient link exists to lead you to the place where the objects are developed.

> Example: You want to create a formula “Variance from US Revenue” using a restricted key figure that

shows the revenue for the US. You can create this new restricted key figure launching the selection editor directly from the context of the formula editor.

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Up to now, it was not possible to save an incomplete or erroneous query definition. With the new Query Designer, you can save incomplete query definitions that should be completed at a later point in time.

> Due to the fact that the designer is able to correct errors or complete the query definition at a later time,

they may have lost the context and the knowledge about the erroneous objects when opening the query again. Using the information and the functions available in the message panel it is easy to navigate to these objects and correct errors or complete missing object definitions.

> The above example shows that we have included the characteristic Sold To Party in the FILTER pane

but we did not bother to define a filter value. Thus the definition of the filter is incomplete.

Page 68: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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In the new BEx Query Designer, there is a separate tab page available where exceptions can be created. It can be started using the exceptions button or via the menu (View �([FHSWLRQV��

> The Exception Designer dialog has been improved and is more logically organized. There are also a

number of new features covered in the following slides. >

In order to create a new exception, right click in the exceptions area to start the context menu, then choose “New Exception”.

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After starting the exception editor, define the settings for your exception via the tabs. >

On the General tab page, enter a description and define the threshold values for the exception. >

On the Definition tab, choose the key figure(s) to evaluate. Also decide on the timing for the calculation of the key figure. Local calculations can be defined using the BEx Analyzer. You can choose to have the key figure evaluated before or after this local calculation. This might make a difference to the outcome.

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On the Display tab page, you can define which parts of the result set should be affected by the exception.

> You can decide which key figure(s) will be affected with the exception (i.e. colored). This does not

even have to be the key figure which is being evaluated (on the Definition tab). >

For example, you could evaluate the key figure Deviation % but apply the exception (color) to the Revenue key figure.

> For DOO�XQOLVWHG�FKDUDFWHULVWLFV, you can specify if WKH�H[FHSWLRQ�VKRXOG�DIIHFW�DOO�YDOXHV�RU�WRWDOV�RQO\��

> You can also define &HOO�5HVWULFWLRQV�IRU�VSHFLDO�FKDUDFWHULVWLFV. Choose

> Everything

> Fixed values (enter the characteristic values that should be affected)

> A certain hierarchy level (enter the level that should be affected)

Page 71: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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>

In order to support business users in working with exceptions in the BEx Query Designer, it is now possible to change the settings for existing exceptions directly in context in the properties area.

> Select the exception that you want to change on the Exceptions tab page in the Query Designer.

> In the Properties area you will find four tab pages where settings for the chosen exception can be

changed. >

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In the new BEx Query Designer, there is a separate tab page available where conditions can be created. It can be started using the conditions button or via the menu (View �&RQGLWLRQV��

> Just as with the Exception Editor, there have been improvements to the Conditions Editor in terms of

layout and features.

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On the General tab page in the condition editor, you can define the description for the condition and the condition type. Enter the key figure, the operator, and the appropriate values for your condition. You can flag your condition as active.

> On the Characteristic Assignment tab page, you can enter the setting for the characteristics.

> Choose if the condition should be available for all characteristics in the drilldown independently, or for

single characteristics or combinations of characteristics. >

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The options to change settings for conditions are also available directly in context of the condition in the properties area of the Query Designer.

> This allows a quick changing of conditions settings without starting the editor again.

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>

With the NetWeaver 2004s BEx Query Designer the options for setting filters were redesigned and enhanced.

> There is a new tab page for filters available which consists of two areas:

y In the “Characteristic Restrictions” area, you can set VWDWLF filters for your query. Put a characteristic in this area and restrict it. A new feature is that you can save this filter characteristic as a re-usable object.

y In the “Default Values” area, you create sets of GHIDXOW�YDOXHV that will be shown to the user as a start view. The user is able to change this in the report output and choose different or additional filter values for the characteristic at runtime.

> You can also save these filters so that you can reuse the easily again in another query. You find the

saved filters in the InfoProvider panel under the node ‘Filters’ . >

When you add a characteristic and filter it in the Default Values area, it then appears, by default, in the Free Characteristic pane under the Rows/Columns tab. This means that although the filter is used in the report result, unless you drag this characteristic to the rows or column the query user will not see the restricted characteristic values immediately in the report.

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>

Use exception aggregation to derive additional information out of a limited number of key figures provided in the InfoCube you want to analyze.

> Using the new functions of exception aggregation, you can create calculated key figures using formulas

that use exception aggregation (nested exception aggregation). >

You can also use calculated key figures created on the cell level (using the cell editor) with the new functions of exception aggregation.

> This new function provides you with many additional options for analyses.

> You can enter the definition for the exception aggregation in the properties area for the key figure or

formula at the “ Aggregation” tab page.

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V

Exception Aggregation is not new for the BEx Query Designer in NetWeaver 2004s, but is has been enhanced so it is now easier to create these types of key figures and nest them.

V Example: As a sales manager, you want to analyze the number of products sold and the average number

of different products sold to different customers for each sales year. In your InfoCube, only D�NH\�ILJXUH�RI�WKH�QHW�ZHLJKW�IRU�WKH�GLIIHUHQW�VROG�SURGXFWV�LV�SURYLGHG. Using the new functions for exception aggregation, you can derive the WZR additional key figures needed just from the net weight for sold products. First, create a query that contains the characteristics “ Sold-to party” (customer) and “ Product” in the free characteristics, the characteristic “ Calendar year” in the rows, and the key figure “ Net weight in kg” in the columns.

V CONTINUED NEXT PAGE

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V

Next, define a key figure “ Different Products” that shows you the number of sold products using the new exception aggregation function. Do this by accessing the properties of the calculated key figure “ Different Products” . There, choose the exception aggregation “ Count all values <> 0” for the reference characteristic “ Product” .

• In this way you have defined a counter for your sold products derived from the key figure “ Net weight in kg” . You have simply counted the number of occurrences of net weight to give you the new key figure.

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V

The graphic above shows how the nesting functionality works. First, count the number of products sold in each year for all customers, then determine what is the average number of products our customers bought in each year. As you can see from our example, our customers buy a lot of products from us (on average of course!). Some may buy a small number others may buy many products.

V To achieve this we must access the properties of the second calculated key figure named “ Avg. Sold

Products/ Customer” , and choose the exception aggregation “ Average of all values” for the reference characteristic “ Sold-to Party” .

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V

The temporal join of time-dependent hierarchies allows users to view leaves within a hierarchy below two (or more) nodes depending on their validity period (attribute of the characteristic value).

V This means you can now easily report on characteristic values whose assignments to a hierarchy node

change over time. For example, a team member changes teams during an analysis period. You want to make sure the hierarchical report clearly shows that the team member changed assignments and that the data is presented truthfully.

V Use a temporal join hierarchy to achieve this. First, make the setting in the InfoObject maintenance on

the Hierarchy tab page. Then, choose a ‘derivation type’ which simply means to decide how to obtain the date which will be used to read the time dependant hierarchy structure. This setting is made in the properties of the chosen characteristic under the hierarchy tab (and is only needed for a temporal join hierarchy). This is shown in the dialog box above where a variable to choose the first day of the month (F_MONTH) is used. Other options exist.

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V

Here is an example of a report using a temporal join in a hierarchy. V

Your employee Gloria Swan changed departments within the calendar year. Using the function of temporal hierarchy join, the total for ‘Absence Days’ for Gloria appears below two nodes (cost centers) within the employees’ hierarchy according to the validity period.

V Since the variable F_MONTH was used to determine the first day of the month based on the date of the

transaction for recording absence days, all the absence days occurring in January through April are recorded under cost center 10001 (Development) even though Gloria switched departments in the middle of April. Transactions occurring in May though December will be recorded under cost center 10003 (Sales). Choosing a different method to determine the date for the temporal join (such as using the transaction date) may affect the assignment of absence days, particularly for the month of April in Gloria’ s case.

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V

With SAP NetWeaver 2004s, planning is completely integrated with Business Intelligence. Therefore planning applications will be created using the BEx tools. The use of the Layout Builder in BPS has been replaced by the Query Designer.

V There is a tab which offers the develop the setting for planning applications within the BEx Query

Designer properties. V

The first step to create a planning application is the design of a query that allows a user to enter planning data. This query has to be defined on top of an aggregation level. For more details, please refer to the IT scenario “ Business Planning and Analytical Services” .

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V

Unit of measure and currency conversion rules can be defined in the Properties panel. V

Remember, it is possible to apply settings to multiple key figures simultaneously by first highlighting the required key figures. In the past, you would have had to make the settings individually for each key figure. If all the key figures should be converted to US dollars, and there were many key figures, this could take some time.

V In BW 3.5 Query Designer it was only possible to define a single default value for a variable (or a

range), now you can define multiple values.

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At the conclusion of this exercise, you will be able to:

• Create BEx Queries using various key design features of the BEx Query Designer which are new for Netweaver 2004s BI.

You want to familiarize yourself with the improved BEx Query Designer layout, and in particular you want to learn more about the features which will improve the efficiency of query design.

1-1 In your assigned BI system, start the BEx Query Designer and begin to create a new query. Your instructor will provide you with the system details, your username and password.

1-2 Choose the InfoCube Customer Sales (T_SDC05) using the search function or the following path: ,QIR$UHDV� �%:�7UDLQLQJ� �.%:�&XVWRPHU�7UDLQLQJ� �'%:��5�5HSRUWLQJ�'HOWD«� �&XVWRPHU�6DOHV�,QIR&XEH�

1-3 On the Filter tab page, select characteristic Distribution Channel from the Sales Area data dimension to be a characteristic restriction. This characteristic restriction will be used as a filter for your query.

1-4 Restrict the Distribution Channel characteristic to provide a meaningful filter. Restrict the characteristic to the values )LQDO�FXVWRPHU�VDOHV�������6ROG�IRU�UHVDOH�������DQG�6HUYLFH�����.

1-5 Create a default restriction for characteristic Sales Organization from the Sales Area data dimension. Restrict Sales Organization to Germany Frankfurt (1000).

1-6 Select the 5RZV�&ROXPQV tab page to complete your query definition. You will see your restricted 6DOHV�2UJDQL]DWLRQ�characteristic from the 'HIDXOW�9DOXHV area now in the )UHH�&KDUDFWHULVWLFV�area. Make it available in the initial view of your query by moving it to the 5RZV.

1-7 Include the navigational attributes 6ROG�WR�3DUW\�&RXQWU\ and 5HJLRQ��6WDWH� from the &XVWRPHU�dimension in the 5RZV area %87 do this by using the multi-object support feature

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of the Query Designer (i.e. drag them both together). Make sure 6ROG�WR�3DUW\�&RXQWU\ appears above 5HJLRQ��6WDWH��in the 5RZV�area.

1-8 Create a restricted key figure that shows the ,QFRPLQJ�2UGHUV for calendar year ����. Use the time characteristics &DOHQGDU�\HDU�PRQWK�and restrict it to the values for all months in 2005. Change the description of the key figure to ,QFRPLQJ�2UGHUV������

1-9 Create a new formula for the SHUFHQWDJH�YDULDQFH�between ,QFRPLQJ�2UGHUV������and ,QFRPLQJ�2UGHUV�����. Create the missing restricted key figure for ,QFRPLQJ�2UGHUV����� directly in the formula editor. Name the new formula µ9DULDQFH�WR�����¶ BUT enter this description from the main query design screen using the properties direct entry field (not from the formula editor dialog).

1-10 In the Columns area, you see your newly created restricted key figure (,QFRPLQJ�2UGHUV������. Because this key figure is only necessary for the formula, hide this entry using its 'LVSOD\�properties. Then change the position of your new formula so it appears below the key figure ,QFRPLQJ�2UGHUV�����.

1-11 In the next step, change the properties of two characteristics at once: For 6ROG�WR�3DUW\�&RXQWU\ and 5HJLRQ��6WDWH� you want to display the result lines only when there is more than one single value.

1-12 Save your query in your )DYRULWHV using the name *5��4'6DOHV (where ## is your group number). Use this name for both the description and technical name.

1-13 Display the query result in the BEx Analyzer (you can close the Query Designer, this is not needed any longer). Check the initial view of the query. It should show you only the 6DOHV�2UJDQL]DWLRQ�*HUPDQ\�)UDQNIXUW������� as defined in the 'HIDXOW�9DOXHV area of the query.

1-14 If necessary, click on the )LOWHU button to display the 1DYLJDWLRQ�3DQH�in order to change the filter values for 6DOHV�2UJDQL]DWLRQ��From the context menu for 6DOHV�2UJDQL]DWLRQ��choose 6HOHFW�)LOWHU�9DOXHV«and from the list of 6LQJOH�9DOXHV��choose 86$�3KLODGHOSKLD�and 86$�'HQYHU��Notice that there are no totals for these two sales organizations at the country or region level.

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1-1 In your assigned BI system, start the BEx Query Designer and begin to create a new query. Your instructor will provide you with the system details, your username and password.

1-1-1 Choose 6WDUW� �3URJUDPV� �%XVLQHVV�([SORUHU� �4XHU\�'HVLJQHU 1-1-2 Logon with your user ID and password when prompted.

1-1-3 Click on the 1HZ button

1-2 Choose the InfoCube &XVWRPHU�6DOHV��7B6'&����using the search function or the following path: ,QIR$UHDV� �%:�7UDLQLQJ� �.%:�&XVWRPHU�7UDLQLQJ� �'%:��5�5HSRUWLQJ�'HOWD«� �&XVWRPHU�6DOHV�,QIR&XEH� 1-2-1 From the New Query dialog go to ,QIR$UHDV� �%:�7UDLQLQJ� �.%:�&XVWRPHU�

7UDLQLQJ� �'%:��5�5HSRUWLQJ�'HOWD«� �&XVWRPHU�6DOHV�,QIR&XEH.

1-3 On the Filter tab page, select characteristic 'LVWULEXWLRQ�&KDQQHO�from the 6DOHV�$UHD�GDWD�dimension to be a characteristic restriction. This characteristic restriction will be used as a filter for your query.

1-3-1 Drag the characteristic 'LVWULEXWLRQ�&KDQQHO from the 6DOHV�$UHD�GDWD�dimension in the Info Provider area to the Characteristic Restrictions area. Note the visualization of the object during dragging and the visualization of the drop point (black line).

1-4 Restrict the 'LVWULEXWLRQ�&KDQQHO characteristic to provide a meaningful filter. Restrict the characteristic to the values )LQDO�FXVWRPHU�VDOHV�������6ROG�IRU�UHVDOH�������DQG�6HUYLFH�����. 1-4-1 Right click on the characteristic and choose 5HVWULFW from the context menu. From

the list of Single Values, choose )LQDO�FXVWRPHU�VDOHV�������6ROG�IRU�UHVDOH�������DQG�6HUYLFH�����. +LQW: Change the display to show both the description and key to verify your selections.

1-4-2 Select 2. when finished.

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1-5 Create a default restriction for characteristic 6DOHV�2UJDQL]DWLRQ�from the 6DOHV�$UHD�GDWD dimension. Restrict 6DOHV�2UJDQL]DWLRQ�to *HUPDQ\�)UDQNIXUW�������. 1-5-1 Drag the characteristic 6DOHV�2UJDQL]DWLRQ from the 6DOHV�$UHD�GDWD�dimension to

the 'HIDXOW�9DOXHV area. Right click on the characteristic and choose 5HVWULFW from the context menu. From the list of Single Values, choose *HUPDQ\�)UDQNIXUW�������.

1-5-2 Select 2.�when finished.

1-6 Select the 5RZV�&ROXPQV tab page to complete your query definition. You will see your restricted 6DOHV�2UJDQL]DWLRQ�characteristic from the 'HIDXOW�9DOXHV area now in the )UHH�&KDUDFWHULVWLFV�area. Make it available in the initial view of your query by moving it to the 5RZV. 1-6-1 To make 6DOHV�2UJDQL]DWLRQ available in the initial view of your query, drag it from

)UHH�&KDUDFWHULVWLFV�to the 5RZV area.

1-7 Include the navigational attributes 6ROG�WR�3DUW\�&RXQWU\ and 5HJLRQ��6WDWH� from the &XVWRPHU�dimension in the 5RZV area %87 do this by using the multi-object support feature of the Query Designer (i.e. drag them both together). Make sure 6ROG�WR�3DUW\�&RXQWU\ appears above 5HJLRQ��6WDWH��in the 5RZV�area.

1-7-1 To simultaneously include 6ROG�WR�3DUW\�&RXQWU\ and 5HJLRQ��6WDWH� in the 5RZs area, select both navigational attributes from the &XVWRPHU�dimension folder (hold down the ‘Ctrl’ key then select each entry to highlight them both), then drag them together to the 5RZV area below 6DOHV�2UJDQL]DWLRQ.

1-7-2 Drag 6ROG�WR�3DUW\�&RXQWU\ to a position immediately above 5HJLRQ��6WDWH� in the 5RZV area.

1-8 Create a restricted key figure that shows the ,QFRPLQJ�2UGHUV for calendar year ����. Use the time characteristics &DOHQGDU�\HDU�PRQWK�and restrict it to the values for all months in 2005. Change the description of the key figure to ,QFRPLQJ�2UGHUV������ 1-8-1 Drag the key figure ,QFRPLQJ�2UGHUV to the &ROXPQV�area.

1-8-2 From the context menu for ,QFRPLQJ�2UGHUV��choose (GLW�� 1-8-3 From the 7LPH�dimension on the left, select the time characteristic

&DO��\HDU�PRQWK�and drag it to the right side and drop it under the key figure ,QFRPLQJ�2UGHUV�

1-8-4� From the context menu for &DO��\HDU�PRQWK��choose 5HVWULFW�� 1-8-5 From the list of 9DOXH�5DQJHV��restrict &DO��\HDU�PRQWK�to all values between

������� and �������.

1-8-6 Choose 2.�when finished to return to the &KDQJH�6HOHFWLRQ�screen.

1-8-7 Change the description to ,QFRPLQJ�2UGHUV�������

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1-8-8 Select 2.�to finish and return to the Query Designer.

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1-9 Create a new formula for the SHUFHQWDJH�YDULDQFH�between ,QFRPLQJ�2UGHUV������and ,QFRPLQJ�2UGHUV�����. Create the missing restricted key figure for ,QFRPLQJ�2UGHUV����� directly in the formula editor. Name the new formula µ9DULDQFH�WR�����¶ BUT enter this description from the main query design screen using the properties direct entry field (not from the formula editor dialog)

1-9-1 To create a new formula, right click on the structure .H\�)LJXUHV� → 1HZ�)RUPXOD. A formula object named )RUPXOD�Q�is then placed in the structure.

1-9-2 Right click on the formula object and choose (GLW��The formula editor appears. Drag the restricted key figure ,QFRPLQJ�2UGHUV������into the 'HWDLO�9LHZ�window for the formula definition. Then drag the operator 3HUFHQWDJH�9DULDQFH�and place it to the right of the restricted key figure.

1-9-3 In order to create the missing restricted key figure for ,QFRPLQJ�2UGHUV�������right�click immediately to the right of the formula operator (%) and choose 1HZ�6HOHFWLRQ. A new object named 6HOHFWLRQ�Q�will be added to the formula definition�

1-9-4 Right click on the new selection (6HOHFWLRQ�Q) and choose (GLW��The editor appears. Restrict the key figure ,QFRPLQJ�2UGHUV� to calendar year �����in the same way as the first restricted key figure, ,QFRPLQJ�2UGHUV������ Change the name of the new restricted key figure to ,QFRPLQJ�2UGHUV�������When finished, choose 2..

1-9-5 Close the formula editor dialog by selecting 2. to return to the main query design screen.

1-9-6 Now change the name of your newly created formula using the direct editing feature of properties within the Query Designer. Click once on the name of the formula ()RUPXOD�Q�. Enter the name ‘9DULDQFH�WR�����’ directly in the 'HVFULSWLRQ field of the 3URSHUWLHV area (on the far right of the screen).

1-10 In the Columns area, you see your newly created restricted key figure (,QFRPLQJ�2UGHUV������. Because this key figure is only necessary for the formula, hide this entry using its 'LVSOD\�properties. Then change the position of your new formula so it appears below the key figure ,QFRPLQJ�2UGHUV�����.

1-10-1 Select ,QFRPLQJ�2UGHUV������with a single mouse click. On the 'LVSOD\ tab page in the 3URSHUWLHV area, chose the option $OZD\V�+LGH

1-10-2 Drag the formula below the key figure ,QFRPLQJ�2UGHUV�����. Note the visualization of the possible drop position (black line).

1-11 In the next step, change the properties of two characteristics at once: For 6ROG�WR�3DUW\�&RXQWU\ and 5HJLRQ��6WDWH� you want to display the result lines only when there is more than one single value.

1-11-1 Select both characteristics (hold down the &WUO�key, then select the required characteristics). Then select the 'LVSOD\ tab page in the 3URSHUWLHV area and under the 5HVXOWV�/LQHV option chose 'LVSOD\�ZLWK�0RUH�WKDQ�2QH�6LQJOH�9DOXH.

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1-12 Save your query in your )DYRULWHV using the name *5��4'6DOHV (where ## is your group number). Use this name for both the description and technical name.

1-12-1 Click on the Save icon. The default save location is )DYRULWHV (do not change this). Enter the technical name and description as *5��4'6DOHV (where ## is your group number).

1-13 Display the query result in the BEx Analyzer (you can close the Query Designer, this is not needed any longer). Check the initial view of the query. It should show you only the 6DOHV�2UJDQL]DWLRQ�*HUPDQ\�)UDQNIXUW������� as defined in the 'HIDXOW�9DOXHV area of the query.

1-13-1 Start the BEx Analyzer using the path Start →�3URJUDPV�→�%XVLQHVV�([SORUHU�→�$QDO\]HU. Log on with your user ID and password.

1-13-2 Start the RSHQ dialog using the 2SHQ button and chose your query from the Favorites folder. (You can close the Query Designer, this is not needed any longer). The initial view of the query should only show you values for 6DOHV�2UJDQL]DWLRQ *HUPDQ\�)UDQNIXUW������� as defined in the 'HIDXOW�9DOXHV area..

1-14 If necessary, click on the )LOWHU button to display the 1DYLJDWLRQ�3DQH in order to change the filter values for 6DOHV�2UJDQL]DWLRQ��From the context menu for 6DOHV�2UJDQL]DWLRQ��choose 6HOHFW�)LOWHU�9DOXHV«and from the list of 6LQJOH�9DOXHV��choose 86$�3KLODGHOSKLD�and 86$�'HQYHU��Notice that there are no totals for these two sales organizations at the country or region level.

1-14-1 In the BEx Analyzer report, select the )LOWHU�button.

1-14-2 From the context menu for 6DOHV�2UJDQL]DWLRQ��choose 6HOHFW�)LOWHU�9DOXHV«and from the list of 6LQJOH�9DOXHV��choose 86$�3KLODGHOSKLD��������and 86$�'HQYHU��������.

1-14-3 Re-display your results by pressing the 2. button.

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� :KHQ�WKH�DQDO\VLV�LV�FRPSOHWH��\RX�ZRXOG�OLNH�WR�ERWK�VDYH�WKH�UHVXOWV�LQ�D�IROGHU�DFFHVVLEOH�E\�RWKHU�PHPEHUV�RI�\RXU�GHSDUWPHQW�DQG�XVH�WKH�UHVXOWV�DV�D�VRXUFH�IRU�D�ZHE�DSSOLFDWLRQ�

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The BEx Web Analyzer is one of several BEx Web tools provided as part of the Business Explorer Suite. The analytical options provided by the Web Analyzer are optimized for business experts, for example, with navigation using Drag&Drop or the wizard-based creation of exceptions and conditions.

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With SAP NetWeaver 2004s Business Intelligence, a new version of the BEx Web Analyzer is available. The BEx Web Analyzer is integrated into the SAP NetWeaver Portal and allows you to perform ad hoc analyses on top of various BI data providers. These data providers can be either third-party BI sources or NetWeaver BI InfoProviders, queries or query views.

? Analyses run with the Web Analyzer can be broadcast or saved for future use.

? With the new BEx Web Analyzer, users have two options for saving the results of their ad hoc analyses.

? The first option, as shown in the graphic above, permits users to leverage the integration of BI with the

NetWeaver Portal to save their results with the ‘Save’ button in either the BEx Portfolio or the Favorites portion of the Knowledge Management area. When using this option, the complete layout of the ad hoc analysis (whether a chart, table or both) is saved.

? Results saved to the portal can be readily accessed using the ‘Open’ button from the Web Analyzer.

? Using the ‘Save As’ button, users can store various versions of their analysis in KM folders on the

portal. ?

With the second option, users can VDYH their ad hoc analysis result DV�D�%([�4XHU\�9LHZ via the context menu. These BEx Query Views can then be used as data providers for BEx Web Applications or BEx Reports,.

? The BEx Query View contains the navigation status of the analysis, but does not contain information

about the layout (e.g. chart layout). This is saved in the BI metadata repository.

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? This procedure allows you to use query views based on third-party BI data, as well as SAP NetWeaver

BI data, as data providers for BEx Web Applications or BEx Reports.

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To access any BI data provider within the Web Analyzer, begin by clicking on the ‘New’ button. ?

From the resulting dialog box, the user can first select any system that has been maintained in the portal system landscape. These can be either SAP NetWeaver BI systems or third-party BI systems.

? Once a source system is selected, then the user can choose the data provider type from the drop-down

box. ?

The set of data providers meeting the selection criteria is then displayed for selection.

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?

In the Web Analyzer, the user can now perform various ad hoc navigation steps easily using Drag&Drop.

? Shown above is an example using several forms of drag and drop navigation. A user can drag items

from one section of the navigation block to another to immediately alter the structure of the analysis. They can also drag and drop items from the navigation block directly to the rows or columns of the analysis results. Dragging characteristics to the filter area immediately performs the corresponding filtering of the results.

? Items can be removed from the analysis easily by dragging the item outside of the analysis grid.

? In the filter area, it is now very easy to see exactly what filtering actions are being applied to the

analysis. Changes can be made easily and the effects seen immediately.

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Users can easily switch between table view, graphic view, or a combination of both using a dropdown box.

? Drag&Drop navigation in the table view also applies directly to the graphic view.

? In the settings area, users can choose display options for both the table view and graphic view via tab

pages.

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The new BEx Web Analyzer provides business users with wizard-based definition of exceptions and conditions.

? The wizards can be launched from the associated tab pages in the ‘Settings’ area. Both wizards lead the

user through the different steps using guided procedures.

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Using the exception wizard of the BEx Web Analyzer, business experts can define exceptions during the ad hoc analysis of BI data.

? The result of an ad hoc analysis containing exceptions created with the exceptions wizard of the BEx

Web Analyzer can be saved in a KM folder or broadcast. ?

Exceptions created with the exception wizard of the BEx Web Analyzer will not be stored as a part of the definition of the BEx Query or Query View the ad hoc analysis is based on. If you want to create an exception for a BEx Query or Query View, please do so in the Exception Editor of the BEx Query Designer.

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In the first step of the wizard, set the exception type. You can choose between status exception and trend exception.

? A status exception operates on absolute key figures. For example, a status exception might be stated as

“Sales > 30000”. This is consistent with the definition of exceptions in the 3.x releases of SAP BW. ?

New in BI are trend exceptions. A trend exception operates on relative key figures. For example, a key figure might be considered an exception if the deviation of the key figure is greater than +5% over time.

? When the exception type is chosen, the subsequent wizard screens adapt to that choice.

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In the second step of the Exception Wizard, the user makes the settings for the key figure threshold values.

? A key figure is chosen for the exception definition. Additionally, the timing of the exception evaluation

can either be before or after any local calculations such as formulas in the query. ?

For each alert level used in the exception definition, a boolean operator and the appropriate threshold value(s) are chosen.

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In step three of the Exception Wizard, choices are made regarding how the exception affects specific cells in the analysis.

? The choices are:

y Evaluated structure elements

y Following structure elements

y All structure elements ?

The effect of each of these choices is described in the graphic above.

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Also in step 3 of the Exception Wizard, the user can choose how or if the exception affects certain characteristic cells in an analysis.

? The choices for this option are:

y Rows

y Columns

y Rows and columns ?

The effect of each of these choices is shown in the graphic above.

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In step 4 of the Exception Wizard, the use makes choices about how the exception will be visualized or rendered in the analysis.

? For both status and trend exceptions, the exception cells can be rendered using a background color based

on the alert level assigned to the threshold values chosen in step two of the Exception Wizard. This corresponds to how exceptions functioned in the BW 3.x releases.

? For status exceptions, if any of the choices containing symbols are selected, the symbol will be rendered

as a traffic light based on the alert level assigned to the threshold values. For example, all the “Good” alert levels will be rendered as a green traffic light.

? For trend exceptions, if any of the choices containing symbols are selected, the symbol will be rendered

as an arrow showing the direction of the trend.

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?

In the fifth step of the Exception Wizard, the user chooses whether to restrict how the exception is evaluated for each of the characteristics in the analysis.

? For each characteristic, you can choose whether the exception affects for a characteristic:

y All values

y Only the results

y Everything except the results

y A fixed value, or

y A fixed hierarchy level.

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In the sixth and final step of the Exception Wizard, the user chooses whether the exception is active by default, or must be activated within the analysis.

? Aso, the description of the exception is entered here. The exception description is important to provide

users of the analysis a good indication of what the exception is measuring.

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Shown here is an example of an analysis result with a status exception active. The status exception has been defined to render the exception as a symbol followed by the value of the key figure. The symbol used for status exceptions is a traffic light.

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In the first step of the condition wizard, the condition type can be set (ranked list criterion, threshold value condition, or mixed condition).

? Every option is explained with an example to help business users to find the option they are looking for.

Depending on the chosen option, the appropriate parameters will be offered in the next step of the wizard.

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In the second step of the wizard, the parameters for the conditions can be defined according to the condition type.

? The offered operators are depending on the condition type chosen in step 1.

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The characteristic assignment takes place in the third step of the wizard. ?

You can choose to apply the condition to:

y all characteristics in the drilldown independently,

y for the most detailed characteristic along the rows or columns,

y an individual characteristic or a combination of characteristics. ?

For every option a short explanation is given.

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In the final wizard step, the activity status of the condition can be set and a description can be entered, if needed.

? Click Finish to complete the condition definition.

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Using the ³3')�3ULQW´ button, users can generate a PDF file from the ad hoc analysis result and print it.

? Clicking on the ³6HQG´ button, users can access the functions of Information Broadcasting. With SAP

NetWeaver 2004s, Information Broadcasting is extensively enhanced. In addition to the previous broadcasting functions, it allows for example sending PDF files and sending to printers. Please refer to the variant “Information Broadcasting” for more details.

? In the BEx Web Analyzer, a new calculation option is available. Now the PHGLDQ can be calculated.

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At the conclusion of this exercise, you will be able to:

• Use drag and drop navigation in the Web Analyzer to quickly customize the analysis.

• Create and use exceptions to highlight specific analysis results.

• Save the result of the analysis in the BEx Portfolio where others can have access to the analysis.

You have been asked to assess the usability of the Web Analyzer for common analysis needs. You want to see if the navigation functions are easy to use and to what extent reports can be adapted to specific needs.

1-1 To access the BEx Web Analyzer, logon to the attached Portal by either executing transaction code =3257$/ from your assigned BI system or selecting 0\�3RUWDO�from the user menu in your assigned BI system.

Enter the user ID and password provided by your instructor. Go to the %XVLQHVV�([SORUHU tab page and choose %([�:HE�$QDO\]HU.

1-2 Launch query DalSegno Company Time Series (PM_WEB_ANALYZER_DALSEGNO) in the Web Analyzer. To find the query, choose the 1HZ�$QDO\VLV button in the Web Analyzer. Then choose the type 4XHU\ from the drop down box. Select the 5ROHV tab page. Use the following path to reach the query: '%:��5� �8QLW����$G�+RF�4XHU\�DQG�$QDO\VLV� �'DO6HJQR�&RPSDQ\�7LPH�6HULHV. Choose 2. to launch the query in the Web Analyzer.

1-3 You can now use drag and drop navigation in the query display. You would like to drilldown by 3URGXFW within each &DOHQGDU�<HDU�0RQWK. Drag the characteristic 3URGXFW from the )UHH�FKDUDFWHULVWLFV to the right side of the &DOHQGDU�<HDU�0RQWK heading to add that drilldown.

1-4 Drilldown by 3URGXFW�*URXS between the &DOHQGDU�<HDU�0RQWK and 3URGXFW characteristics. You can either insert the 3URGXFW�*URXS after the &DOHQGDU�<HDU�0RQWK or before the

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3URGXFW. In this case, drag the 3URGXFW�*URXS characteristic from the )UHH�FKDUDFWHULVWLFV and insert it to the left side of the 3URGXFW heading.

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1-5 Replace &DOHQGDU�<HDU�0RQWK with 'LVWULEXWLRQ�&KDQQHO in your query results using drag and drop. &DOHQGDU�<HDU�0RQWK will become a free characteristic of the query. Drag 'LVWULEXWLRQ�&KDQQHO from the )UHH�FKDUDFWHULVWLFV and drop it on top of the &DOHQGDU�<HDU�0RQWK heading in the query results area.

1-6 Remove the key figure %LOOHG�4XDQWLW\�3ODQ by dragging it out of the query results to the right of window. Then do the same thing for the key figure 6DOHV�3ODQ.

1-7 Move the remaining key figures from the &ROXPQV to the 5RZV using drag and drop. In the navigation area of the Web Analyzer, drag the heading .H\�)LJXUHV in the &ROXPQV section and drop it on the 5RZV header.

1-8 After reviewing this alternative, you determine that you prefer having the 1HW�6DOHV and %LOOHG�4XDQWLW\ information displayed in the columns as in the original query. Reverse the previous navigation and place the .H\�)LJXUHV heading back in the &ROXPQV.

1-9 Using the context menu, remove the drilldown on 'LVWULEXWLRQ�&KDQQHO from your query results. Right click on 'LVWULEXWLRQ�&KDQQHO and navigate within the context menu via &KDQJH�'ULOOGRZQ to the 5HPRYH�'ULOOGRZQ option.

1-10 Add a Filter menu to your query results using the )LOWHU�hyperlink to facilitate changes to the filter settings for the query view.

1-11 Using the )LOWHU dropdown box for 'LVWULEXWLRQ�&KDQQHO, limit your query results to only the ,QWHUQHW distribution channel.

1-12 Remove the filter on .H\�)LJXUHV so that all four key figures are displayed in the columns. Do this by selecting &OHDU from the .H\�)LJXUHV dropdown box.

1-13 In addition to a tabular display, you have the option to display the data as a chart or to include both a table and a chart. Choose *UDSKLF from the 'LVSOD\�DV�dropdown box to view your query in graphical display. After that, return to a tabular view of the query to perform further analysis.

1-14 Clear the Internet filter for 'LVWULEXWLRQ�&KDQQHO so that the query will show results for all distribution channels. Select &OHDU from the 'LVWULEXWLRQ�&KDQQHO dropdown box.

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1-15 In the next step of your analysis, you will create and use an exception. Before creating the exception, remove 3URGXFW�*URXS from the drilldown by dragging it out of the query results. Also note the scaling factors shown at the top of the query view. Net Sales, for example, is shown in thousands of dollars. Therefore, an individual value such as 2,056,717 for the A4 Writing Case is actually $2,056,717,000. This information is important for creating your exceptions correctly. Select the 6HWWLQJV link and choose the ([FHSWLRQV tab page. There, click on $GG.

1-16 After you chose the $GG�button, a wizard opens to guide you through defining an exception. In the first step, you define the type of exception. You can choose 6WDWXV�([FHSWLRQ for absolute key figures, such as "Net Sales". Or you can choose 7UHQG�([FHSWLRQ for relative key figures, such as current net sales versus the prior year net sales. In this case, select the radio button for exception type 6WDWXV�([FHSWLRQ and then choose 1H[W to continue.

1-17 The next step is to define the settings for the threshold value(s). Here you will first choose the key figure structure element(s) for which the exception is defined. You will be defining exceptions based on 1HW�6DOHV. Select 1HW�6DOHV from the “([FHSWLRQ�LV�GHILQHG�RQ” dropdown box. The next setting required on this screen is the threshold value or values that will generate an exception. To define the threshold value, you select an exception level (Good 1 to 3, Critical 1 to 3, and Defective 1 to 3) and an operator. Leave the first exception row set to *RRG�� and select "!" as the operator from the dropdown box. You have determined that you would like all values over $2,000,000,000 to be highlighted as "Good 1". Enter 2��������� in the field to the right of the “>” symbol. Add a second threshold value row for the next exercise step.

1-18 Create a second threshold value for 1HW�6DOHV that are unacceptably low. You will categorize these as Defective 1 for reporting purposes. Select 'HIHFWLYH�� from the exception level dropdown list. 1HW�6DOHV less than $1,000,000,000 are unacceptably low and need to be highlighted on your query view. Select "<" from the Operator dropdown list. Complete this setting by entering ���������� as your lower threshold. Move to the next step of the Exception Wizard by choosing 1H[W.

1-19 The next screen allows you to determine which data and characteristic cells are affected by the exception. The default setting is for the exception to affect data cells only, and specifically the "evaluated structure element', in other words, the elements on which the exception was defined. In this case, that element is 1HW�6DOHV. Select the "(YDOXDWHG�VWUXFWXUH�HOHPHQW" radio button. Click 1H[W to continue.

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1-20 The next step in defining an exception is to set the visualization, or whether the exception will be indicated by a background color or by a symbol. Highlight the exception with a background color. Then select 1H[W to proceed.

1-21 Highlight all products that meet the thresholds that you previously established, as well as any totals on the query. To do this, select “$OO” in the dropdown box next to the 3URGXFW characteristic. Choose 1H[W�to proceed to the final screen of the exception definition.

1-22 On the final Exception Wizard screen, enter the description *5���([FHSWLRQ. Select )LQLVK. The system automatically closes the Exception Wizard and returns to the BEx Web Analyzer. You may now view the analysis result with your exception.

1-23 After reviewing your results, save the result of your ad-hoc analysis in the BEx Portfolio. Click on 6DYH�DV, and choose the BEx Portfolio as the target. Enter *5���$G�+RF�$QDO\VLV as the description for your analysis. Finish by choosing 2..

1-24 Go to the BEx Portfolio and check if your ad-hoc analysis result was stored correctly.

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1-1 To access the BEx Web Analyzer, logon to the attached Portal by either executing transaction code =3257$/ from your assigned BI system or selecting 0\�3RUWDO�from the user menu in your assigned BI system.

Enter the user ID and password provided by your instructor. Go to the %XVLQHVV�([SORUHr tab page and choose %([�:HE�$QDO\]HU. 1-1-1 If you have not already logged onto your assigned BI system, do so now.

1-1-2 From the user menu, choose 0\�3RUWDO or enter transaction code =3257$/ to launch the Enterprise Portal.

1-1-3 On the Portal logon screen, enter your assigned XVHU�,' and SDVVZRUG, and then click on the /RJ�RQ button.

1-1-4 In the Portal, choose the %XVLQHVV�([SORUHU tab, and then choose %([�:HE�$QDO\]HU.

1-2 Launch query 'DO6HJQR�&RPSDQ\�7LPH�6HULHV (PM_WEB_ANALYZER_DALSEGNO) in the Web Analyzer. To find the query, choose the 1HZ�$QDO\VLV button in the Web Analyzer. Then choose the type 4XHU\ from the drop down box. Select the 5ROHV tab page. Use the following path to reach the query: '%:��5� �8QLW����$G�+RF�4XHU\�DQG�$QDO\VLV�

�'DO6HJQR�&RPSDQ\�7LPH�6HULHV. 1-2-1 In the Web Analyzer, choose the 1HZ�$QDO\VLV button.

1-2-2 In the dialog window that opens, choose type 4XHU\ from the drop down box at the top of the window.

1-2-3 Select the 5ROHV tab.

1-2-4 Use the path '%:��5� �8QLW����$G�+RF�4XHU\�DQG�$QDO\VLV� �'DO6HJQR�&RPSDQ\�7LPH�6HULHV�TXHU\.

1-2-5 Select the query and choose 2. to execute the query in the Web Analyzer.

1-3 You can now use drag and drop navigation in the query display. You would like to drilldown by 3URGXFW within each &DOHQGDU�<HDU�0RQWK. Drag the characteristic 3URGXFW from the )UHH�FKDUDFWHULVWLFV to the right side of the &DOHQGDU�<HDU�0RQWK heading to add that drilldown.

1-3-1 In the query results, drag 3URGXFW�from the )UHH�FKDUDFWHULVWLFV section of the navigation area and drop it on the right side of the &DOHQGDU�<HDU�0RQWK heading.

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1-4 Drilldown by 3URGXFW�*URXS between the &DOHQGDU�<HDU�0RQWK and 3URGXFW characteristics. You can either insert the 3URGXFW�*URXS after the &DOHQGDU�<HDU�0RQWK or before the 3URGXFW. In this case, drag the 3URGXFW�*URXS characteristic from the )UHH�FKDUDFWHULVWLFV and insert it to the left side of the 3URGXFW heading.

1-4-1 In the query results, drag 3URGXFW�*URXS�from the )UHH�FKDUDFWHULVWLFV section of the navigation area and drop it on the left side of the 3URGXFW heading.

1-5 Replace &DOHQGDU�<HDU�0RQWK with 'LVWULEXWLRQ�&KDQQHO in your query results using drag and drop. &DOHQGDU�<HDU�0RQWK will become a free characteristic of the query. Drag 'LVWULEXWLRQ�&KDQQHO from the )UHH�FKDUDFWHULVWLFV and drop it on top of the &DOHQGDU�<HDU�0RQWK heading in the query results area.

1-5-1 In the query results, drag 'LVWULEXWLRQ�&KDQQHO�from the )UHH�FKDUDFWHULVWLFV portion of the navigation area and drop it on top of the &DOHQGDU�<HDU�0RQWK heading in the query results area.

1-6 Remove the key figure %LOOHG�4XDQWLW\�3ODQ by dragging it out of the query results to the right of window. Then do the same thing for the key figure 6DOHV�3ODQ.

1-6-1 In the query results, drag %LOOHG�4XDQWLW\�3ODQ out of the query to remove it.

1-6-2 In the query results, drag 6DOHV�3ODQ out of the query to remove it.

1-7 Move the remaining key figures from the &ROXPQV to the 5RZV using drag and drop. In the navigation area of the Web Analyzer, drag the heading .H\�)LJXUHV in the &ROXPQV section and drop it on the 5RZV header.

1-7-1 Under the &ROXPQV heading, drag .H\�)LJXUHV�and drop it on top of the 5RZV heading.

1-8 After reviewing this alternative, you determine that you prefer having the 1HW�6DOHV and %LOOHG�4XDQWLW\ information displayed in the columns as in the original query.

1-8-1 Under the 5RZV heading, drag .H\�)LJXUHV�and drop it on top of the &ROXPQV heading.

1-9 Using the context menu, remove the drilldown on 'LVWULEXWLRQ�&KDQQHO from your query results. Right click on 'LVWULEXWLRQ�&KDQQHO and navigate within the context menu via &KDQJH�'ULOOGRZQ to the 5HPRYH�'ULOOGRZQ option.

1-9-1 Right click on 'LVWULEXWLRQ�&KDQQHO�in your query results and choose &KDQJH�'ULOOGRZQ� �5HPRYH�'ULOOGRZQ�

1-10 Add a Filter menu to your query results using the )LOWHU�hyperlink to facilitate changes to the filter settings for the query view.

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1-10-1 On the right side of the toolbar above the query results, choose the )LOWHU link.

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1-11 Using the )LOWHU dropdown box for 'LVWULEXWLRQ�&KDQQHO, limit your query results to only the ,QWHUQHW distribution channel.

1-11-1 From the dropdown box for Distribution Channel, choose (GLW� 1-11-2 In the resulting selection screen, choose ,QWHUQHW as the selected distribution channel

then select the $GG button.

1-11-3 Select 2.�when finished.

1-12 Remove the filter on .H\�)LJXUHV so that all four key figures are displayed in the columns. Do this by selecting &OHDU from the .H\�)LJXUHV dropdown box.

1-12-1 From the dropdown box for .H\�)LJXUHV, choose &OHDU�

1-13 In addition to a tabular display, you have the option to display the data as a chart or to include both a table and a chart. Choose *UDSKLF from the 'LVSOD\�DV�dropdown box to view your query in graphical display. After that, return to a tabular view of the query to perform further analysis.

1-13-1 From the dropdown box for Display as, choose *UDSKLF� 1-13-2 To return to the original table, choose 7DEOH from the Display as dropdown box.

1-14 Clear the Internet filter for 'LVWULEXWLRQ�&KDQQHO so that the query will show results for all distribution channels. Select &OHDU from the 'LVWULEXWLRQ�&KDQQHO dropdown box.

1-14-1 From the dropdown box for 'LVWULEXWLRQ�&KDQQHO, choose &OHDU�

1-15 In the next step of your analysis, you will create and use an exception. Before creating the exception, remove 3URGXFW�*URXS from the drilldown by dragging it out of the query results. Also note the scaling factors shown at the top of the query view. Net Sales, for example, is shown in thousands of dollars. Therefore, an individual value such as 2,056,717 for the A4 Writing Case is actually $2,056,717,000. This information is important for creating your exceptions correctly. Select the 6HWWLQJV link and choose the ([FHSWLRQV tab page. There, click on $GG.

1-15-1 In the query result area, remove 3URGXFW�*URXS from the drilldown by dragging it out of the query result area to the right.

1-15-2 Note the scaling factor listed in the heading for each key figure column. The scaling factor for Net Sales is ������

1-15-3 Select the 6HWWLQJV hyperlink on the right side of the toolbar above the query results.

1-15-4 In the 6HWWLQJV dialog, choose the ([FHSWLRQV tab. Once there, choose $GG.

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1-16 After you chose the $GG�button, a wizard opens to guide you through defining an exception. In the first step, you define the type of exception. You can choose 6WDWXV�([FHSWLRQ for absolute key figures, such as "Net Sales". Or you can choose 7UHQG�([FHSWLRQ for relative key figures, such as current net sales versus the prior year net sales. In this case, select the radio button for exception type 6WDWXV�([FHSWLRQ and then choose 1H[W to continue.

1-16-1 Select the radio button for 6WDWXV�([FHSWLRQ� 1-16-2 Select 1H[W in the Exception Wizard to continue.

1-17 The next step is to define the settings for the threshold value(s). Here you will first choose the key figure structure element(s) for which the exception is defined. You will be defining exceptions based on 1HW�6DOHV. Select 1HW�6DOHV from the “([FHSWLRQ�LV�GHILQHG�RQ” dropdown box. The next setting required on this screen is the threshold value or values that will generate an exception. To define the threshold value, you select an exception level (Good 1 to 3, Critical 1 to 3, and Defective 1 to 3) and an operator. Leave the first exception row set to *RRG�� and select "!" as the operator from the dropdown box. You have determined that you would like all values over $2,000,000,000 to be highlighted as "Good 1". Enter 2��������� in the field to the right of the “ >” symbol. Add a second threshold value row for the next exercise step.

1-17-1 From the ([FHSWLRQ�LV�GHILQHG�RQ dropdown box, choose 1HW�6DOHV� 1-17-2 Ensure that the first dropdown box for the threshold value has a value of *RRG��� 1-17-3 From the dropdown box to the right of IRU�WKUHVKROG�YDOXHV��choose “!´� 1-17-4 Enter ���������� in the field to the right of the “ >” symbol.

1-17-5 If necessary, select $GG�5RZ to add a second threshold value row for the next step.

1-18 Create a second threshold value for 1HW�6DOHV that are unacceptably low. You will categorize these as Defective 1 for reporting purposes. Select 'HIHFWLYH�� from the exception level dropdown list. 1HW�6DOHV less than $1,000,000,000 are unacceptably low and need to be highlighted on your query view. Select "<" from the Operator dropdown list. Complete this setting by entering ���������� as your lower threshold. Move to the next step of the Exception Wizard by choosing 1H[W. 1-18-1 Ensure that the first dropdown box for the threshold value has a value of 'HIHFWLYH�

�� 1-18-2 From the dropdown box to the right of IRU�WKUHVKROG�YDOXHV��choose “�´� 1-18-3 Enter ���������� in the field to the right of the “ <” symbol.

1-18-4 Select 1H[W to proceed to the next step of the Exception Wizard

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1-19 The next screen allows you to determine which data and characteristic cells are affected by the exception. The default setting is for the exception to affect data cells only, and specifically the "evaluated structure element’, in other words, the elements on which the exception was defined. In this case, that element is 1HW�6DOHV. Select the "(YDOXDWHG�VWUXFWXUH�HOHPHQW" radio button. Click 1H[W to continue.

1-19-1 Select the (YDOXDWHG�VWUXFWXUH�HOHPHQW radio button.

1-19-2 Select 1H[W to proceed to the next step of the Exception Wizard.

1-20 The next step in defining an exception is to set the visualization, or whether the exception will be indicated by a background color or by a symbol. Highlight the exception with a background color. Then select 1H[W to proceed.

1-20-1 Select the %DFNJURXQG�FRORU radio button.

1-20-2 Select 1H[W to proceed to the next step of the Exception Wizard.

1-21 Highlight all products that meet the thresholds that you previously established, as well as any totals on the query. To do this, select “$OO” in the dropdown box next to the 3URGXFW characteristic. Choose 1H[W�to proceed to the final screen of the exception definition.

1-21-1 From the dropdown box next to 3URGXFW, choose $OO� 1-21-2 Select 1H[W to proceed to the next step of the Exception Wizard.

1-22 On the final Exception Wizard screen, enter the description *5���([FHSWLRQ. Select )LQLVK. The system automatically closes the Exception Wizard and returns to the BEx Web Analyzer. You may now view the analysis result with your exception.

1-22-1 Enter *5���([FHSWLRQ as the description of your exception.

1-22-2 Select the )LQLVK button to exit the wizard and return to the Web Analyzer. Your results should now be displayed as specified in your exception.

1-23 After reviewing your results, save the result of your ad-hoc analysis in the BEx Portfolio. Click on 6DYH�DV, and choose the BEx Portfolio as the target. Enter *5���$G�+RF�$QDO\VLV as the description for your analysis. Finish by choosing 2..

1-23-1 On the left side of the toolbar above the query results, select 6DYH�DV� 1-23-2 Choose the %([�3RUWIROLR�tab.

1-23-3 Enter *5���$G�+RF�$QDO\VLV as the description.

1-23-4 Select 2. to save the analysis in the BEx Portfolio

1-24 Go to the BEx Portfolio and check if your ad-hoc analysis result was stored correctly.

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© SAP AG DBW70R 3-39

1-24-1 In the Portal on the %XVLQHVV�([SORUHU tab, select %([�3RUWIROLR from the sub-tab area. Your ad hoc analysis should be displayed on the right side of the screen.

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BW 3.x offered limited formatting options for report output for business users. It was difficult to easily influence the layout of the report results using standard BEx tools. You either had to be an Excel expert using styles and formatting options or you had to know the CSS syntax or web formatting commands in HTML for the web based reports.

� Sometimes reports are easier to interpret if the layout could be influenced, particularly when the report

is complex. For example balance sheets, profit and loss statements etc. �

In BW 3.x an option was to create the report using Crystal Enterprise, which gave precise control over the layout of the report data. This however was not a standard delivered tool from SAP. However it is important to note that Crystal Enterprise is still supported with in Netweaver 2004s BI.

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The BEx Report Designer is a new development tool for SAP Netweaver 2004s BI. �

The BEx Report Designer is part of the BEx Web. The BEx Web is part of the overall BEx Suite. �

It provides all the functionality required to generate highly formatted reports using standard BI tools.

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The new BEx Report Designer provides a dramatic improvement over prior BEx tools in the area of formatting. The Report Designer allows formatting design at the row and column level. The use of Crystal Enterprise is still supported. Crystal Enterprise continues to provide pixel-level formatting when precise positioning is critical.

� The BEx Report Designer is very easy to use and makes use of drag and drop technology.

� The BEx Report Designer is a visual tool, and so when you are working in design mode you are seeing

an accurate representation of the finished report.

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A Data Provider must be assigned to a BEx Report. This can be either a BEx Query a BEx Query View. �

The Data Provider concept was first introduced in BW 3.x in the Web Application Designer in order to bind the query or query view to the web item.

� If you are using a BEx Query View you also have access to 3rd party data via the BEx Web Analyzer.

� The BEx Report Designer does not provide direct access to an InfoProvider, since the Report Designer

is a reformatting tool, not a query design tool.

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When presentation formatting is important, consider using the BEx Report Designer. But be aware, only basic navigation is possible within a BEx Report, such as setting filter values or expanding a hierarchy.

� If comprehensive navigation and analysis features are important, then consider using the BEx Web

Analyzer, BEx Analyzer (Excel) or Web Applications developed with the Web Application Designer (using web items).,

� Also consider developing a web application with the Web Application Designer which embeds both a

BEx Report and a set of useful web items which can be used to extend the basic navigation and analysis possibilities of the BEx Report. Remember, you can affect the filter settings using a variety of web items which then immediately affect the displayed BEx Report.

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The BEx Report Designer can be launched via the start menu (Start �3URJUDPV� �%XVLQHVV�([SORUHU��5HSRUW�'HVLJQHU��

� Additionally, you can launch the BEx Report Designer from the BEx Web Application Designer directly

from the context menu of a Report web item (choose “Edit”).

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After you have chosen a Data Provider, you will get an initial view of the report that reflects the start view of the query/query view you have chosen.

� Formatting and layout settings are made for selected cells or group levels using either the context menu,

the tool bar, the menu bar, and the formatting options provided by the tab pages available for Field Catalog, Report Structure, Format Catalog, and Properties.

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Using the Report Designer��\RX�DUH�DEOH�WR�FUHDWH�UHSRUWV�WKDW�FRQWDLQ�RQH�RU�PRUH�VHFWLRQV� Each section can be based on a different Data Provider (query, query view).

� 3OHDVH�QRWH�WKDW�VHFWLRQV�RI�D�UHSRUW�DUH�DOLJQHG�RQH�EHORZ�WKH�RWKHU�VLPLODU�WR�D�VWDFN��

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� If you want to place report sections side by side, create two reports and arrange them side by side in the

Web Application Designer using two Report web items. �

Use the ‘Insert’ menu to find the ‘Insert Section’ options.

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A static section is based on a data provider that contains two structures (one structure in the rows, one in the columns).

� Because the position of every field in such a query/query view is well defined and predictable, an

unrestricted positioning of all fields available from the Data Provider within the report section is possible.

� During runtime, there are no navigation options within the report.

� This type of layout provides the most comprehensive formatting options in the Report Designer.

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A dynamic section is based on a Data Provider that contains a key figure structure in the columns and one or more characteristics in the drill down of the rows. It can also contain a hierarchy.

� The number of fields in a dynamic report section can change during runtime because the number of

characteristic values may differ: Users have restricted navigation options during runtime (setting filter values, expanding a hierarchy).

� Therefore the positioning of fields during design time is restricted: The position of a field can only be

changed within the same group of the report section. In addition, fields from higher-level groups can be dragged to lower-level groups.

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The prerequisite to enable not only static, but also dynamic sections within a report is the row pattern concept. It allows you to identify different row types within the report section that can be formatted in the same way. For example, column header, UHVXOW�URZ, dimension member and GHWDLO�GDWD�FRXOG�DOO�EH�IRUPDWWHG�LQ�XQLTXH��EXW�FRQVLVWHQW��ZD\V��

� This means you can quickly apply consistent formatting to various areas of the BEx Report without

having to re-enter the formatting setting each time. (similar to the concept of styles in Excel). �

The design of a row pattern (assigning color and font, setting row height and width, merging cells, etc.) is applied to each row type in the report section during runtime.

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The BEx Report is made up of sections. Each section can be assigned to a Data Provider so that the section adopts the characteristics and key figures available.

� The Data Provider assignment also determines whether a dynamic or static report is possible (system

checks if one or two structures are used in the underlying query).

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Change, for example, the font and the color as you like using the buttons of the toolbar or the options from the menu bar.

� Change the width of a row or the length of a field by dragging it.

� All formats used in a report can be found in the Format Catalog and dragged from there to other parts of

the report that are to be formatted in the same way.

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An alternative method for modifying formatting settings for a row or field is to click on a row or a field. The Properties areas can now be used to make changes.

� You can, for example, remove the content of a field, enter text, change the height and width of the

selected area, etc.

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For example, if a Data Provider contains the characteristic “Country”, and the manager who is working with the report needs to be informed about the numbers for France upon opening the report, you can create a rule that shows her the country “France” highlighted in red.

� Up to now, it was only possible to use exceptions in query definition to highlight reporting data (based

on key figure values). Now it is possible to highlight the specific values of characteristics using the BEx Report Designer formatting options.

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F

Using drag and drop, it is possible to change the output position of any row member. However, for a dynamic report (one structure), the changes are limited to moves within the same group.

F You can see from the above example that the &RXQWU\ field has been moved right by one column so it

now sits above the 6ROG�WR�SDUW\�member field. This will make the report much cleaner in appearance. We could now delete the empty column to avoid a blank column appearing in the report.

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F

With the BEx Report Designer, you can create headers and footers for the report and for the individual report pages.

F Headers and footers show up accordingly when viewing the report on the Web or as a PDF file and

when printed. F

Example: Creation of a page header using user-specific text such as report title and add dynamic fields such as date of report etc.

F Insert a page header using the menu bar. A new row appears.

F To insert text, choose the appropriate command from the context menu of the header row. Enter your

text. F

To center the text in the header row, click on the button in the tool bar.

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F

Use the context menu to define new fields, rows and columns. F

You may want to insert a column or rows simply to act as a ‘spacer’ to improve the appearance of the report.

F You can also choose to populate the new row or column with a field from the Field Catalog.

F The Field Catalog provides the developer with all available fields from the assigned dataprovider.

F It is also possible to add text elements from the Field Catalog.

F You have access to the sum of each key figure, which means you can drag the ‘total’ field into your

report and place this wherever you desire. F

You can fill the headers and footers with these fields.

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F

In addition to displaying the BEx Report as web output, it is also possible to convert the report result to a PDF file in order to either display it, save it or print it.

F The PDF file can be created from either the output on the web or directly from the BEx Report

Designer. F

It is also possible to send the report results to the BEx Broadcaster, which in turn can create a PDF file or printed output.

F Other broadcasting options include precalculation of web reports or sending BEx Reports via email.

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F

You can save your BEx Report to either your favorites or to a role using the Save icon in the toolbar or use the menu option ‘Report’ .

F Using the “ Execute” button or the “ Report �([HFXWH´�RSWLRQ�IURP�WKH�PHQX�EDU��\RX�FDQ�ODXQFK�\RXU�

report directly to the Web and view it in the Report Default Template. F

Click on the “ Print Version” button in the Report Default Template to generate a PDF file. F

Print the PDF result by pressing the print icon in Adobe Acrobat. F

In order for the system to generate the PDF file, the Adobe Document Service must be installed. The Adobe Document Service is part of SAP Netweaver Application Server.

F In order to view the PDF report, the user’ s client machine must have Adobe Acrobat Reader installed.

No additional plug-ins are needed.

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At the conclusion of this exercise, you will be able to:

• Create BEx Reports containing a dynamic section

• Format the components of the report and view it on the Web.

You have been asked to create a formatted report for an existing BI query. This report will be published to your company’ s management group and needs to have a clear data presentation. You want to use the BEx Report Designer to do the necessary report formatting.

1-1 In your assigned BI system, start the BEx Report Designer.

1-2 In the Report Designer, insert a dynamic report section based on a query. Choose the Sales Report query (30B5'B6$/(6B5(3257) as a dataprovider for the dynamic section you want to integrate into your BEx Report.

1-3 For the Group 0 header level, double the height of the entire row by dragging its lower boundary downward.

1-4 Change the format for the Group 0 header level row pattern to %ROG.

1-5 Choose an orange background color for the *URXS���KHDGHU level row pattern using the %DFNJURXQG�&RORU button from the menu bar.

1-6 Center the texts in the column headers for the Group 0 header level.

1-7 Place the characteristic values for Country (in Group 1 header level) directly above the characteristic values for the sold-to parties.

1-8 Delete the column [Country].Text.

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1-9 Add two columns to your report. The first column is added between the [Sold-to party].Text and [Revenue].Text columns. The second new column is added between the [Revenue].Text and the [Open orders].Text columns.

1-10 Reduce the width of both newly entered columns by dragging the edge of the column with the mouse. Then select both columns and change the background color to white.

1-11 Draw a frame around the entire contents of each of the columns that has an orange header.

1-12 Save your report with a description of GR## First Report and a technical name of GR##FirstReport.

1-13 View your report on the web.

2-1 In our second exercise, you will create a report containing a static section. The static section is based on a query that contains two structures (one structure in the rows, one in the columns). Choose the query 30B5'B',67&+$1B3/$1�6DOHV�3ODQ�'LVWULEXWLRQ�&KDQQHOV as a data provider for the dynamic section you want to integrate into your BEx Report.

2-2 You want to enter your own text for the header of the row structure. Use the text ‘'LVWULEXWLRQ�&KDQQHO¶.

2-3 You want to change the positioning of the cells, first add an empty row beneath each distribution channel value in the rows. You will need to add a total of five new empty rows (one beneath each distribution channel)

2-4 Change the position of the 6DOHV�3ODQ�9DOXH – put it in the new row directly below the 1HW�6DOHV�9DOXH and then right justify the new value.

2-5 Mark the empty column >6DOHV�3ODQ@�7H[W and delete it using the context menu.

2-6 Now do the same for the %LOOHG�4XDQWLW\ and the %LOOHG�4XDQWLW\�3ODQ�9DOXH (put them on top of each other, right justify the new value, then delete the empty column.

2-7 Color the first row containing the 'LVWULEXWLRQ�&KDQQHO values and the values for 1HW�6DOHV�and�%LOOHG�4XDQWLW\ in light blue. Then use the format catalog entry which will be created automatically (after the first row is formatted) to format the remaining rows containing the distribution channel value and the value for 1HW�6DOHV�and�%LOOHG�4XDQWLW\.

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2-8 Replace the text of the header for the 1HW�6DOHV column with ‘6DOHV�3ODQ�&RPSDULVRQ’ . Also replace the name of the header of the %LOOHG�4XDQWLW\ text with the new name ‘%LOOHG�4XDQWLW\�&RPSDULVRQ¶

2-9 Put strong black lines between the columns.

2-10 Add a page header to your report, insert the report name ‘'LVWULEXWLRQ�&KDQQHO�6DOHV’ and make sure this is centered.

2-11 Lastly, add a page footer to your report. This footer should contain information about the freshness of the data and the name of the query the report is based on.

2-12 Save your report. to your Favorites. Enter the description ‘*5���6DOHV�3ODQ�'LVWULEXWLRQ�&KDQQHOV’ and the technical name *5��B3/$1B5(3257 (## is your group number).

2-13 View your report in the Web.

2-14 Generate an Adobe output ready to print out the report (you don’ t actually need to print out the report, just view the results on the screen).

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1-1 In your assigned BI system, start the BEx Report Designer.

1-1-1 Choose 6WDUW� �3URJUDPV� �%XVLQHVV�([SORUHU� �5HSRUW�'HVLJQHU 1-1-2 Logon with your user ID and password when prompted.

1-2 In the Report Designer, insert a dynamic report section based on a query. Choose the Sales Report query 30B5'B6$/(6B5(3257 as a Data Provider for the dynamic section you want to integrate into your BEx Report.

1-2-1 In the Report Designer, use the path 5HSRUW� →�,QVHUW�'DWD�3URYLGHU from the menu bar��RU�XVH�WKH�WRROEDU�LFRQ�. The BEx Open Dialog appears.

1-2-2 Go to 5ROHV� �'%:��5� �8QLW����%([�5HSRUW�'HVLJQHU� �30B5'B6$/(6B5(3257��30�5'�6DOHV�5HSRUW. Select 2SHQ�

1-2-3 The query you inserted to your report section contains a structure for the key figures in the columns (5HYHQXH and 2SHQ�2UGHUV). In the rows you have the characteristics &RXQWU\ and 6ROG�WR�SDUW\.

1-3 For the Group 0 header level, double the height of the entire row by dragging its lower boundary downward.

1-3-1 Click anywhere on the bottom edge of the *��+HDGHU level and drag the bottom edge of the row down to double the height.

1-4 Change the format for the Group 0 header level row pattern to %ROG.

1-4-1 Select the entire *��+HDGHU row using the selection button at the start of the row, then select the %ROG button in the tool bar.

1-5 Choose an orange background color for the *URXS���KHDGHU level row pattern using the %DFNJURXQG�&RORU button from the menu bar.

1-5-1 Select the entire *��+HDGHU row using the selection button at the start of the row. Choose the %DFNJURXQG�&RORU button, then select the orange color sample and select 2..

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1-6 Center the texts in the column headers for the Group 0 header level.

1-6-1 Select the entire *��+HDGHU�row using the selection button at the start of the row, then use the &HQWHUHG button to center the texts.

1-7 Place the characteristic values for &RXQWU\ (in Group 1 header level) directly above the characteristic values for the 6ROG�WR�SDUWLHV. 1-7-1 Mark the field >&RXQWU\@�0HPEHU�7H[W with a mouse click. Drag the field to the cell

above the >6ROG�WR�SDUW\@�0HPEHU�7H[W field.

1-8 Delete the column >&RXQWU\@�7H[W. 1-8-1 Click on the white cell above the column header for >&RXQWU\@�7H[W. The complete

column is marked.

1-8-2 Right mouse click to open the context menu, then choose 'HOHWH�&ROXPQ.

1-9 Add two columns to your report. The first column is added between the >6ROG�WR�SDUW\@�7H[W and >5HYHQXH@�7H[W columns. The second new column is added between the >5HYHQXH@�7H[W and the >2SHQ�RUGHUV@�7H[W�columns.

1-9-1 To add a column, click on the white cell above the column header. The complete column is marked. Right mouse click to open the context menu, and then choose ,QVHUW�&ROXPQ��OHIW� or ,QVHUW�&ROXPQ��ULJKW� as appropriate.

1-10 Reduce the width of both newly entered columns by dragging the edge of the column with the mouse. Then select both columns and change the background color to white.

1-10-1 Make sure the mouse pointer is exactly over the edge of the column so you are able to drag this.

1-10-2 Select both columns while holding down the &WUO key. Then select the %DFNJURXQG�&RORU�button and set the color to white.

1-11 Draw a frame around the entire contents of each of the columns that has an orange header.

1-11-1 Click on the white cell above the column header to mark the complete column.

1-11-2 Choose the option for framing the whole column from the menu available with the %RUGHUV button.

1-12 Save your report with a description of *5���)LUVW�5HSRUW and a technical name of *5��)LUVW5HSRUW. 1-12-1 Click on the 6DYH button and save the report to your )DYRULWHV� 1-12-2 Enter the description *5���)LUVW�5HSRUW and the technical name

*5��)LUVW5HSRUW (## is your group number).

1-12-3 Click on the 6DYH button.

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1-13 View your report on the web.

1-13-1 Click on the ([HFXWH button .

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2-1 In this exercise, you will create a report containing a static section. The static section is based on a query that contains two structures (one structure in the rows, one in the columns). Choose the query 6DOHV�3ODQ�'LVWULEXWLRQ�&KDQQHOV��30B5'B',67&+$1B3/$1�� as a Data Provider for the dynamic section you want to integrate into your BEx Report.

2-1-1 Start a new report by selecting 1HZ��Then, choose 5HSRUW from the menu bar, and then choose ,QVHUW�'DWDSURYLGHU��RU�XVH�WKH�WRROEDU�LFRQ�. The BEx Open Dialog appears.

2-1-2 Go to 5ROHV� �'%:��5� �8QLW����%([�5HSRUW�'HVLJQHU� �30B5'B',67&+$1B3/$1��30�5'�'LVW��&KDQQHO�3ODQ. Click on 2SHQ�

2-2 You want to enter your own text for the header of the row structure. Use the text ‘'LVWULEXWLRQ�&KDQQHO¶. 2-2-1 Click on the cell >6WUXFW@�7H[W to mark it. Right mouse-click to open the context

menu. Choose 'HOHWH�)LHOG.

2-2-2 Click the right mouse button on the field to open the context menu again. Choose ,QVHUW�)UHH�7H[W�

2-2-3 Double-click on the field to start inline editing. Enter the text ‘'LVWULEXWLRQ�&KDQQHO’ .

2-3 You want to change the positioning of the cells. First add an empty row beneath each distribution channel value in the rows. You will need to add a total of five new empty rows (one beneath each distribution channel value).

2-3-1 Click on the white cell to the left of the appropriate rows to mark the row and open the context menu with a right mouse-click. Choose ,QVHUW�URZ��EHORZ� ..

2-4 Change the position of the 6DOHV�3ODQ�9DOXH. Put it in the new row directly below the 1HW�6DOHV�9DOXH and then ULJKW�MXVWLI\ the new value.

2-4-1 Mark the cell and drag the content of the cell to the new position. Drop it into the appropriate cell underneath 1HW�6DOHV�9DOXH.

2-4-2 Mark the column and justify the column content to the right using the 5LJKW�$OLJQ button

2-5 Mark the empty column [Sales Plan].Text and delete it using the context menu.

2-5-1 Choose 'HOHWH�&ROXPQ menu option after clicking on the header of the empty column.

2-6 Now do the same for the %LOOHG�4XDQWLW\ and the %LOOHG�4XDQWLW\�3ODQ�9DOXH (put them on top of each other, right justify the new value, then delete the empty column.

2-6-1 Follow instruction for 2-4-1 to 2-5-1

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2-7 Color the first row containing the 'LVWULEXWLRQ�&KDQQHO values and the values for 1HW�6DOHV�and�%LOOHG�4XDQWLW\ in light blue. Then use the format catalog entry which will be created automatically (after the first row is formatted) to format the remaining rows containing the 'LVWULEXWLRQ�&KDQQHO value and the value for 1HW�6DOHV�and�%LOOHG�4XDQWLW\. 2-7-1 Highlight the first row containing the first value of 'LVWULEXWLRQ�&KDQQHO then use

the %DFNJURXQG�&RORU button from the menu bar to choose a light blue color.

2-7-2 First highlight each of the target rows then drag the format from the format catalog and drop this onto the target row. Do this for each row required.

2-8 Replace the text of the header for the 1HW�6DOHV column with ‘6DOHV�3ODQ�&RPSDULVRQ’ . Also replace the name of the header of the %LOOHG�4XDQWLW\ text with the new name ‘%LOOHG�4XDQWLW\�&RPSDULVRQ¶ 2-8-1 Right click in the header field for the specified columns and choose 5HPRYH�

FRQWHQWV��Then open the context menu again and choose ,QVHUW�)UHH�7H[W� 2-8-2 Double-click on the field to start in-line editing. Enter the new description given

above.

2-9 Put strong black lines between the columns.

2-9-1 Mark the columns and choose the appropriate option from the menu available with the %RUGHUV button

2-10 Add a page header to your report. Insert the report name ‘'LVWULEXWLRQ�&KDQQHO�6DOHV’ and make sure this is centered.

2-10-1 Choose ,QVHUW from the menu bar, then click on 3DJH�+HDGHU. An additional row shows up on top of your static section in the design area. Choose the ,QVHUW�)UHH�7H[W option from the context menu. Enter ‘'LVWULEXWLRQ�&KDQQHO�6DOHV’ as the header description. Center the text using the &HQWHU button.

2-11 Lastly, add a page footer to your report. This footer should contain information about the freshness of the data and the name of the query the report is based on.

2-11-1 Choose ,QVHUW from the menu bar, then choose 3DJH�)RRWHU . 2-11-2 An additional row shows up in the design area below the static section. Add an

additional row to the footer using the context menu

2-11-3 Go to the Field Catalog and expand the Text Elements node. Drag the text element /DVW�'DWD�8SGDWH into the first row of the page footer. Drag the text element 4XHU\�'HVFULSWLRQ to the second row of the page footer.

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2-12 Save your report. to your Favorites. Enter the description ‘*5���6DOHV�3ODQ�'LVWULEXWLRQ�&KDQQHOV’ and the technical name *5��B3/$1B5(3257 (## is your group number).

2-12-1 Click on the 6DYH button and save the report to your Favorites: enter the description *5���6DOHV�3ODQ�'LVWULEXWLRQ�&KDQQHOV and the technical name *5��B3/$1B5(3257 (## is your group number). Click on 6DYH.

2-13 View your report on the Web.

2-13-1 Click on the ([HFXWH button.

2-14 Generate an Adobe output ready to print out the report (you don’ t actually need to print out the report, just view the results on the screen).

2-14-1 Click on the 3ULQW�9HUVLRQ button in the Default Report Template. After that, choose 2SHQ.

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@ The BEx Web Application Designer is redesigned for the BI release to take advantage of the new BI

Consumer Services and the corresponding user interface improvements. @

Now with the BEx Web Application Designer, any source of data can be used as a Data Provider to web items. These sources include data from the SAP data warehouse, non-SAP data warehouses and OLTP sources from all systems.

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� 1HZ�ZHE�LWHPV��OD\RXW�HOHPHQWV��7DE�3DJHV��%XWWRQV��HWF��

� ,QWXLWLYH�ZD\�RI�ZRUNLQJ�ZLWK�UHXVDEOH�ZHE�LWHPV�± QRZ�VWRUHG�LQ�UROHV�DQG�IDYRULWHV

� 1HZ�FKDUW�W\SHV��*$177��6PDUW�0DS� 0LOHVWRQH�7UHQG�$QDO\VLV

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� 0RGHO�GULYHQ�%,�DSSOLFDWLRQ�EXLOGLQJA :L]DUG�IRU�&RPPDQGV�DQG�

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Powerful modeling capabilities in the new Web Application Designer reduce the need for programming and scripting.

@ The Command Wizard makes it very easy to insert powerful command URL syntax into the web

application, typically as part of a button, tab or link. @

The HTML editor has been significantly upgraded with many new editing features such as ‘insert’, and ‘auto complete’. Native HTML code can be quickly integrated with the standard elements on the web template.

@ Several new web items have been added to the list of standard web items. Likewise, some former web

items have changed or have been removed when their functionality is replaced by new items. Customized web items can now be stored in either roles or favorites folders.

@ Although the new Chart item was introduced in the prior release, it has been upgraded with new chart

types. @

Finally, the Web Application Designer is fully Unicode compliant to better support all needed languages.

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LWHPV� µ$GYDQFHG¶ ± XVHG�OHVV�RIWHQ� µ0LVFHOODQHRXV¶ ± VSHFLDO�LWHPV�

� ,WHP�SURSHUWLHV�DUH�JURXSHG�DV�ZHOO� µ'LVSOD\¶ ± JHQHUDO�UHQGHULQJ�

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� µ'DWD�%LQGLQJ¶ ± VSHFLILF�DVVLJQPHQW�RI�D�'DWD�3URYLGHU�RU�ILOWHU�FKDUDFWHULVWLFV

@

The Web Items workspace in the Web Application Designer now groups web items into ‘Standard’ , ‘Advanced’ and ‘Miscellaneous’ . Additionally, there is a ‘Data Provider’ group that allows you to add a new Data Provider of either type ‘Filter’ or ‘Query View’ .

@ The Properties workspace shows the properties of the web template or selected web item as usual.

However, the properties themselves are grouped for easy selection. The properties, and thus the groups of properties available for selection depends entirely on the web item or template selected. Some of the typical property groups are:

y Display – all properties affecting the rendering of the item such as width, height and visibility.

y Internal Display – all properties relating to item-specific rendering such as ‘alternate table row style’ for the Analysis web item.

y Behavior – item-specific actions.

y Data Binding – item-specific assignment of a Data Provider or the specification of characteristics for a filter pane.

y Paging – scrolling properties of an Analysis web item, for example

y Cell Content – document link icon behavior for an Analysis web item.

y Chart Texts – titles, axis descriptions and legend texts for the Chart web item.

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A 7\SLQJ�µ�EL�¶ ZLOO�WULJJHU�D�SRS�XS�ZLWK�DOO�DYDLODEOH�FRPPDQGV

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@

In the Web Application Designer, the former ‘HTML’ tab has been replaced with the ‘XHTML’ (Extended HTML) tab. This new view to the components of the web template provides many new enhancements for those designers who want to extend the functionality of the web template beyond the standard functions provided by the web items.

@ HTML code that is entered into the template can be locally verified to catch syntax or tag usage

mistakes. @

As HTML code is entered, the Auto Complete function will assist the programmer by suggesting available and appropriate tags based on the context of the entry. This can speed the entry of complex HTML code strings and help ensure accuracy.

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µOLQH�FRO¶ ZLOO�SRVLWLRQ�WKH�FXUVRU�RQ�WKDW�FRRUGLQDWH��1R�VFUROOLQJ�WKURXJK�ORQJ�WHPSODWHV�WR�JHW�WR�WKH�HUURU�

@

As code is entered for a web template, the Editor dynamically checks the syntax of the code and displays the appropriate error messages in a window below the code. Highlighting the icon at the end of the message will provide a longer explanation of the error. Clicking on a link within the error message will position the cursor at that location within the code. This reduces the need to scroll and search through long code segments to find the errors.

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The code for each web item in the template can be easily found through the use of the dropdown box in the XHTML view. Choosing a web item immediately positions the cursor to the beginning of the code for that item in the editor.

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FRQWH[W�PHQX�� ,QFUHDVHG�IOH[LELOLW\�DQG�FRQWURO�E\�SURYLGLQJ�DFFHVV�WR�WKH�+70/�

WDJV�DV�ZHOO�DV�&66�HOHPHQWV��HOLPLQDWLQJ�WKH�QHHG�RI�GHWDLOHG�+70/�NQRZOHGJH

@

HTML code can now be easily inserted into the template while still in the ‘Layout’ mode of the Web Application Designer.

@ From the context menu in the ‘Layout’ mode, simply choose ‘Insert’ and choose from the available

options. The appropriate HTML code or CSS element is automatically inserted at the cursor location into the template. This is a big help to those who do not have a detailed knowledge of HTML syntax.

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Shown above is an example of the dialog resulting from inserting an HTML table (Insert �7DEOH���$�dialog window opens in the Web Application Designer with three tabs – Custom, Attributes and CSS Style.

@ On the Custom tab, the user selects the size of the HTML table grid expressed in rows and columns.

Also, the number of header rows and the size of the table, expressed as either a percentage of the default size or in pixels, can be set on this tab.

@ On the Attributes tab, the user sets values for all the attributes that can be assigned to the table. Some

examples are height, cell spacing and title of the table. @

On the CSS Style tab, settings for the cascading style sheet attributes of the table can be set.

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Shown above is another example of the dialog screen that is presented when inserting a hyperlink. This dialog offers a link to the Command Wizard in order to define the action to be invoked when clicking on the hyperlink.

@ The Command Wizard is discussed in detail in another lesson in the course.

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@

The Command Wizard can be called from any context of the Web Application Designer where command URL syntax is viable. This could be from the properties of web items such as Button Groups or Tab Pages, or from the context menu of a web template by choosing Insert # Hyperlink.

@ Because of the extensive selection of commands available, many varied and useful navigation actions

can be easily added to a web template with little knowledge of HTML programming required. @

Shown above is a graphic showing the first screen of the Command Wizard showing the ‘Favorite Commands’ tab where a record of frequently used commands are kept.

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@

The ‘All Commands’ tab in the Command Wizard provides access to all possible commands. If the command in question is not available on the ‘Favorite Commands’ tab, then it can be found here.

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@

Once a command is chosen, then specific information necessary for the command to function is entered on the screen shown above. The most common values are defaulted, easing the task of correctly defining the command.

@ The various properties are grouped into logical groups just as in the ‘Properties’ window in the ‘Layout’

mode.

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@

To enable printing for a BEx Web Application, you would start by providing an element that can be used to print the web application partially or completely.

@ In order to do so, include the web item Button Group or a hyperlink to your web application. Specify the

command “Export Web Application” for the chosen element using the Command Wizard.

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For the command ‘Export Web Application’ , parameters need to be provided for the format, user interaction, layout options and selection of specific items to print.

@ For the print format, this could be PDF or Microsoft Excel or an export directly to the printer in PCL or

Postscript format. @

The printing could be done automatically in the background, or the users could be given the opportunity to change the settings interactively.

@ Layout options such as page orientation, headers and footers, repetition of key texts, etc. can be

specified for the command. @

Additionally, the command could issue the entire contents of the web application to the printer or just the content of selected web items.

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Using the Button Group web item, you can easily assign various commands to a button to simplify navigation for the user. Shown above are some examples of common navigation tasks.

@ With the “Calling Conditions Dialog” command you can create or change a condition.

@ With the “Calling Exceptions Dialog” command you can create or change an exception.

@ Using the “Chart Properties” command you can call the properties dialog for charts and change chart,

data and additional settings. @

Using the “Export Web Application” command you can export the data view in a specified format (e.g. PDF) and print it.

@ You can combine different commands to a sequence in the WAD, e.g. adding or removing

characteristics from the drilldown and generating a bookmark.

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In previous releases, adding buttons to a web template required the designer of the template to add their own HTML code to the template or use a different web page design tool.

C In the new Web Application Designer, the %XWWRQ�*URXS web item allows one or multiple buttons to

easily be added to a web template. You supply the text, if any, for the button and specify what action to take when the button is selected. The action is defined by the command you choose. The command wizard is launched when you choose to specify an action for the button.

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In previous releases, adding tab pages to a web template required the designer of the template to add their own HTML code to the template or use a different web page design tool.

C In the new Web Application Designer, the 7DE�3DJHV web item allows tabs to easily be added to a web

template. In the properties of the 7DE�3DJHV web item, you specify the label on each tab and which web item will appear on that tab page.

C To assign multiple web items to a tab, you would first assign the collection of web items to either the &RQWDLQHU or &RQWDLQHU�/D\RXW web item and then assign the &RQWDLQHU or &RQWDLQHU�/D\RXW web item to the tab page.

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The &RQWDLQHU web item allows you to group a variety of web items and/or your own HTML code into one collection. This collection can then be assigned to other web items, such as 7DE�3DJHV.

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SAP AG 2006

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The 5HSRUW�web item is used in web templates where it is desirable to be able to call the BEx Report Designer directly from the template. The 5HSRUW web item thus enables reports to be integrated into BEx Web applications. You can use the Report Designer, for example, to create a financial statement for a particular company.

C In the BEx Report Designer you can structure the layout and formatting of specific reports on an

individual basis. The following functions are available for this purpose:�y Standard formatting, for example, font, font style, font color, underlining, border, and so on

y Insertion of texts, pictures, and charts

y Insertion of report headers and footers, page headers and footers, page breaks, and page numbers

y Use of portal styles.

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With this web item, properties of a web item can be displayed. At the same time, it enables users to make interactive changes.

C To use the 3URSHUW\�3DQH web item, select a specific web item and then decide which properties the user

can change (can be single property, a list of properties, or an exclude list).

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SAP AG 2006

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Other new web items include the )LOWHU�3DQH and *URXS items. C

The )LOWHU�3DQH web item allows the user to drag and drop characteristics to the filter pane to create filter drop down boxes.

C The *URXS�web item creates a display area for one or more web items that includes a caption, toolbar

and the content displayed by the grouped web items.

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The web item called :HE�7HPSODWHV�DV�:HE�,WHP lets you embed web templates in other web templates. This is useful particularly for standard headers and footers.

C The illustration above shows a master web template using another web template as a header and a

second web template as a footer. Another web item in the master web template is a toolbar. C

Now this master web template can have other customized web items inserted into its body. C

When the master web template is called, depending upon which toolbar option is chosen, a different embedded web template could be displayed as the main item in the body of the template.

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B ([DPSOHVB 9LD�-DYD�6FULSW��D�FHUWDLQ�FHOO�RI�WKH�UHVXOW�VHW�FRXOG�EH�DFFHVVHG�DQG�XVHG�IRU�IXUWKHU�SURFHVVLQJ�

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In NetWeaver 2004s BI, an XML web item provides access to data and structural information for customer web templates that contain additional customer coding.

C Java script development on the client side is supported by this XML web item. These Java scripts then

provide enhanced customer navigation possibilities. C

In order to provide enhanced customer navigation possibilities for users, frequently more information is needed other than just the cell data. metadata concerning the data in the cell is also needed. For instance, where the cell is located in the data result table needs to be known as well as how the cell data is displayed (displayed as internal value, highlighted, set to hidden, etc.)

C In another scenario, while query jumps can be accomplished using the Report-to-Report Interface (RRI),

Java script can be used to obtain context information for the data such as the contents of dynamic filters which can then be used for query jumps.

C The XML web item 'DWD�3URYLGHU���,QIRUPDWLRQ provides access to query and view results. It contains

complete navigational state description including exceptions, conditions, etc. Also included is the metadata of the displayed data such as who created the data and all the characteristics that are used to display the data. In addition, the 'DWD�3URYLGHU���,QIRUPDWLRQ XML item also contains the complete result set which includes not only the cell values, but the position of each value in the result set (display axis data as hierarchy).

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Here is an example of how a Java script routine could take the sum of the overall results of two different Data Providers and display the internal value using the XML Data Provider – Information web item.

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C

In the new version of the Web Application Designer, several of the former web items have been replaced by newer functionality.

C Because of the seamless integration of BI with the Enterprise Portal, the Role Menu web item has been

replaced by the native use of roles in the Enterprise Portal to display all content. C

The Enterprise Portal’ s Universal Worklist has replaced the Alert Monitor web item in BI. This central alerting function allows for consistency in dealing with all sources of alerts.

C The BEx Web Analyzer’ s new capabilities replace the Ad Hoc Query Designer functionality of the

previous release. C

The Broadcaster web item has been replaced with an iView in the Enterprise Portal when Broadcasting functions need to be assigned to portal pages and roles.

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C

The former Query View Selection web item has been merged with the Dropdown Box web item, thus allowing both the selection of characteristic values to filter data and navigating among different query views. The Web API commands can be used to define specific entries for selection.

C The ONLY_VALUES parameter is no longer supported.

C The parameters VIEW_DD_USE_BUTTONS and VIEW_DD_BUTTONS_IN_ROWS from the ‘Query

View – Selection’ Web item are no longer supported. Use the new ‘Button Group’ web item instead. C

The Generic Navigation Block is now known as the Navigation Area web item and it supports the new user interface functions such as drag and drop navigating.

C Both the )LOWHU and 7H[W�(OHPHQWV web items have been consolidated into the new ,QIRUPDWLRQ�)LHOG

web item. This item is used to display any of the context settings for a web template. C

The 6LQJOH�'RFXPHQW�and /LVW�RI�'RFXPHQWV web items now provide for the creation, editing and display of all document types within your web template.

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C

The familiar Table web item has been renamed to be the Analysis web item. Just like the Navigation Area web item, the Analysis web item supports all the new user interface enhancements for this release.

C The Text web item replaces the former Label web item and can now support the display of language

independent text.

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SAP AG 2006

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C

The visualization of business data in the form of charts eases interpretation and helps support decision-making.

C The BEx Web Application Designer Chart Designer is a provided tool which allows the creation of

different chart types for Web Applications. C

In the prior release, the Chart Designer was significantly enhanced with the following features:

y Integrated Chart Wizard

y New chart types

y Additional features C

Now in NetWeaver 2004s BI, additional chart types have been added. These will be discussed in the following pages.

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SAP AG 2005

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C

The Chart Wizard in the Chart Designer guides you through the creation of a chart step by step. C

Easy to follow steps are accomplished in order:

y Choose a chart type,

y Enter a chart title,

y Define the series, categories and colors for the chart, and

y Customize the properties of series and axes. C

The Chart Wizard helps create a chart that is ready to be used in a BEx Web Application without further customization.

C If further customization is desired, you can click on the 5HILQH button from any screen in the Chart

Wizard to access more formatting options offered in the Chart Designer.

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SAP AG 2006

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C

The *$177�chart is available as a new chart type. C

A Gantt chart is a powerful and preferred visual reporting device used for conveying a project’s schedule. A typical Gantt chart graphically displays the work breakdown, total duration needed to complete tasks, as well as %completion. The Gantt chart itself will not display level of effort, and is not an effective planning tool on its own. Today, Gantt Charts may be integrated with other spreadsheet-type reporting devices that convey additional information related to project planning. Furthermore, Gantt Charts are often enhanced with functionality that includes the identification of relationships between tasks, and the ability to dynamically change task attributes.

C A Gantt chart is constructed with a horizontal axis representing the total time span of the project, broken

down into increments (for example, days, weeks, or months) and a vertical axis representing the tasks that make up the project (for example, if the project is outfitting your computer with new software, the major tasks involved might be: conduct research, choose software, install software). Horizontal bars of varying lengths represent the sequences, timing, and time span for each task. Using the same example, you would put "conduct research" at the top of the verticle axis and draw a bar on the graph that represents the amount of time you expect to spend on the research, and then enter the other tasks below the first one and representative bars at the points in time when you expect to undertake them. The bar spans may overlap, as, for example, you may conduct research and choose software during the same time span. As the project progresses, secondary bars, arrowheads, or darkened bars may be added to indicate completed tasks, or the portions of tasks that have been completed. A vertical line is used to represent the report date.

C For including a GANTT chart in a web application you have to use a special data provider. The query or

the view has to have a time key figure with a start and end date.

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C

During the course of a project, date deviations occur. The plan is updated and differences in the comparison of planned and actual values show up. These differences, however don’t tell the whole picture. When projects last many years, a single delay is unlikely to endanger the finishing date, however if the dates of a work package shift very often, further delays become very likely. Thus, extensions of deadlines become interesting only in chronological comparison, overviewing all modifications at one point of time, because they enable forecasts based on the existing trend.

C Milestones are the perfect point of reference for chronologic comparisons as they are project-crucial

processes. A ’Milestone Trend Analysis’ (MTA) takes the modifications of the milestone dates and visualizes them in a diagram. Considering the planning of an individual project in a process network, strategic decisions can be derived for the improvement and adjustment of the entire process definition by comparing selected milestones in different projects or processes. Continual shifts of a milestone in a certain process can refer to a general fault in the process definition.

C Milestone Trend Analyses (MTAs) are used very successfully in many R&D areas, however they are

usually created manually and not using the assigned project management system. C

Trends are represented in an MTA chart:

y The horizontal axis of the triangle raster represents the reporting period as laid out and the vertical axis represents the planning period with an identical time scale. The milestones are differentiated by symbols or colors and updated periodically. Each update creates a new entry, so each milestone is represented by a polygon. If the reported milestone date deviates from the originally planned date, the polygon leaves the horizontal line:

- Horizontal line = deadline is kept

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- Rising line = deadline is exceeded at each reporting date

- Falling line = milestone is due to be accomplished earlier and earlier.

SAP AG 2006

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The new chart type Smart Map represents two different data series via (1) the size of rectangles and (2) rectangle color.

C For example, in the graphic above, instances of Division are represented by the large, primary boxes:

Financials, Health Care, Energy, etc... C

instances of Company are represented by the smaller colored boxes secondary to Division boxes. (e.g. - a division contains several different companies)

C instances of Sales in quantity are represented by the size of the sub-boxes.

C instances of Sales in dollars are represented by the color of the sub-boxes, and in this example, the

legend might be changed to read "in millions" to provide context to the user.

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The chart type, Area/Stacked Area, available in earlier releases has been enhanced with the Profile chart type to produce this new chart type for BW 3.5.

C The Profile Area/Stacked Profile Area chart type has the area between the axis and data series filled in

to highlight the proportions of different data series. Above, the different growth rates of the three most important product groups in the last year are highlighted by this fill.

C In the Split Pie chart type, the Key Figure of a Characteristic in different time periods can be visualized

using different colors. For example, you could use a Split Pie chart in order to visualize the revenues of the sales organizations in your company. In each segment, you can visualize the revenue of a a sales organization for different time periods using different colors. The Split Pie chart shows you the proportions of the revenue made by every sales organization at a glance.

C Like the Scatter chart type, the new chart type, Time Scatter, allows the visualization of proportions

between multiple data series or two groups of numeric values for the x and y axes. The Time Scatter chart types adds the ability to optionally use time values (hour, minutes, second) or date values (year, month, date). In fact, you can use up to three different time axes in a Time Scatter chart. You could create a time scatter chart in order to analyze the quantity of manufactured products in your plant at each hour of a day.

C In the Stacked Radar chart type, the data series with the highest values will cover the largest part of the

diagram. The above example shows that the products (data series) with the highest revenue in different countries (categories) occupies the largest area of the diagram.

C The Polar chart type displays the proportions in colored segments, with the category having the highest

proportion occupying the largest area in the diagram. Above, the polar chart is used to visualize the

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proportions of the revenues you made in different countries (categories). The country with the highest revenue will show the largest colored area in the diagram.

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At the conclusion of this exercise, you will be able to:

• Use the redesigned Web Application Designer to create a web template making use of new web items, the Chart Wizard and the Command Wizard.

• Enable printing to a PDF file from the web template.

You are familiar with how to create web templates using the Web Application Designer, but embedding command URLs and objects such as buttons and tabs have required additional coding in the past. You want to evaluate the new Web Application Designer and how these tasks have been simplified.

1-1 Start the BEx Web Application Designer using the path 6WDUW� �3URJUDPV� �%XVLQHVV�([SORUHU� �:HE�$SSOLFDWLRQ�'HVLJQHU. Logon to the system with the user ID and password provided by your instructor. Select “ Create new Web Template” .

1-2 To begin, create a new data provider and choose the query T_COMCMA to supply the data. This data provider will be used as default for all web items of the web application. Because we want to use the same query as a data provider for all web items, it is sufficient to create only one data provider.

1-3 Next, choose the Tab Pages web item from the Advanced group of web items and drag it into your template. This web item allows you to group other web items on different tab pages. To do this in the Web Items area, click on Advanced. Select the Tab Pages web item and drag it to the design area of the Web Application Designer.

1-4 In the Web Items area, open the Standard web items category. Choose the Analysis web item, then drag and drop it directly on top of the Tab Pages web item in the design area.

1-5 In the same way, drag the &KDUW web item and drop it on top of the 7DE�3DJHV web item.

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1-6 Create the settings for the chart by choosing (GLW from the context menu of the &KDUW web item. This will start the Chart Designer Wizard. On the first screen, choose the chart type &ROXPQV� �&ROXPQV����' and then choose 1H[W. On the second screen, enter the title “6DOHV�4�” and then choose 1H[W. Skip steps 3 and 4 of the Chart Wizard. On step 5, remove the gridlines from the chart by removing the flag from the *ULGOLQHV box in the $[LV�3URSHUWLHV. Then click &RPSOHWH to close the Chart Designer Wizard.

1-7 Assign the &KDUW and the $QDO\VLV web items to two different tab pages of your 7DE�3DJHV web item. In order to do so, go to the 3URSHUWLHV area of the 7DE�3DJHV web item (TABSTRIP_CONTAINER_ITEM_1). Under ,QWHUQDO�'LVSOD\, go to the 7DE�3DQHO�/LVW. On the last entry, click on the button with the small 'dot' to access the properties for the tab. For the &DSWLRQ property, replace 'HIDXOW with &KDUW as the description for the first tab page that should contain the &KDUW web item.

For the property 6XERUGLQDWH�:HE�,WHP, choose from the dropdown box the &+$57B,7(0B� web item

1-8 Now create the second tab of the 7DE�*URXS web item. In the 3URSHUWLHV window, under ,QWHUQDO�'LVSOD\, go to the 7DE�3DQHO�/LVW. On the last entry, click on the button with the small 'dot' to access the properties for the tab. In order to enter a description for the second tab page, you should use a second option the new Web Application Designer provides. Go to the &DSWLRQ properties and click on the 'dot' button at the end of that row. A text editor opens where you can enter 7DEOH as the description for the second tab page. After entering the description, choose 2..

For the 6XERUGLQDWH�:HE�,WHP property, you can choose from a dropdown box the web items available to be assigned to the second tab page. Choose the $1$/<6,6B,7(0B� from the dropdown box.

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1-9 Now you want to enhance your web application with a button that should allow the users to print the table. In order to do so, go back to the Web Application Designer. Choose the Button Group web item and drag it to the design area below the Tab Pages web item.

1-10 Go to the 3URSHUWLHV area of the %XWWRQ�*URXS web item. In the 3URSHUWLHV window, under ,QWHUQDO�'LVSOD\, go to the /LVW�RI�%XWWRQV. On %XWWRQ��, click on the button with the small ’dot’ to access the properties for the button. For the &DSWLRQ property, enter 3ULQW�7DEOH for your button. Under the $FWLRQ property, click on the ’dot’ button for the &RPPDQG property in order to start the Command Wizard.

In order to enable the users to print the table using this button, you have to assign the command “ Export Web Application [EXPORT]” to the button. You find it on the tab page “ All commands” in the area of “ Commands for Web Templates” . Select the command with a mouse click, then press 1H[W�

1-11 In the next step of the Command Wizard, you have to set the parameters for the chosen command Export Web Application [EXPORT]. This command allows you to export the entire web application or single items to PDF format, to Excel or to a printer. You want to export the table to a PDF file, and so you can leave the default settings in the Behavior area.

In the Data Binding area, you have to specify if you want to export the complete web application or single items. In our exercise, we want to export only the Table web item that is placed on the second tab page. Choose ANALYSIS_ITEM_1 from the drop down box for the Item Binding. After that, select 2..

1-12 Save and execute your web application to check the results. Give the web application a description of *5���:HE�$SS and a technical name of *5��:$. Save the web application to your Favorites folder. Execute the web application by selecting the “ Execute” button. If prompted to logon to the attached Portal, use your normal user ID and password. View both the Chart and Table tab pages. Then print the table analysis to a PDF file using the “ Print Table” button.

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In this exercise, you will learn how to create a web application using the new BEx Web Application Designer. Your web application will contain the new web item Tab Pages and provides the users with a hyperlink that allows creating a PDF file and printing a part of the web application.

1-1 Start the BEx Web Application Designer using the path 6WDUW� �3URJUDPV� �%XVLQHVV�

([SORUHU� �:HE�$SSOLFDWLRQ�'HVLJQHU. Logon to the system with the user ID and password provided by your instructor. Select “ Create new Web Template” .

1-1-1 Choose 6WDUW� �3URJUDPV� �%XVLQHVV�([SORUHU� �:HE�$SSOLFDWLRQ�'HVLJQHU 1-1-2 Logon with your user ID and password when prompted.

1-1-3 Select &UHDWH�1HZ�:HE�7HPSODWH�

1-2 To begin, create a new data provider and choose the query T_COMCMA to supply the data. This data provider will be used as default for all web items of the web application. Because we want to use the same query as a data provider for all web items, it is sufficient to create only one data provider.

1-2-1 Double click on 1HZ�'DWD�3URYLGHU in the template area.

1-2-2 Select the data provider type 4XHU\ using the radio button.

1-2-3 Enter 7B&20&0$ as the name of the query and select “2.” .

1-3 Next, choose the 7DE�3DJHV web item from the $GYDQFHG group of web items and drag it into your template. This web item allows you to group other web items on different tab pages. To do this in the Web Items area, click on $GYDQFHG. Select the 7DE�3DJHV web item and drag it to the design area of the Web Application Designer.

1-3-1 In the :HE�,WHPV area of the Web Application Designer, open the $GYDQFHG web item category.

1-3-2 Drag the 7DE�3DJHV web item to your web template as the first web item.

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1-4 In the Web Items area, open the 6WDQGDUG�web items category. Choose the $QDO\VLV web item, then drag and drop it directly on top of the 7DE�3DJHV web item in the template area.

1-4-1 In the :HE�,WHPV area of the Web Application Designer, open the 6WDQGDUG web item category.

1-4-2 Drag the $QDO\VLV web item and drop it directly on top of the 7DE�3DJHV web item.

1-5 In the same way, drag the &KDUW web item and drop it on top of the 7DE�3DJHV web item.

1-5-1 From the 6WDQGDUG web item category, drag the &KDUW web item and drop it directly on top of the 7DE�3DJHV web item.

1-5-2 You should see both the &KDUW and the $QDO\VLV web items on top of the 7DE�3DJHV�web item.

1-6 Create the settings for the chart by choosing (GLW from the context menu of the &KDUW web item. This will start the Chart Designer Wizard. On the first screen, choose the chart type &ROXPQV� �&ROXPQV����' and then choose 1H[W. On the second screen, enter the title “6DOHV�4�” and then choose 1H[W. Skip steps 3 and 4 of the Chart Wizard. On step 5, remove the gridlines from the chart by removing the flag from the *ULGOLQHV box in the $[LV�3URSHUWLHV. Then click &RPSOHWH to close the Chart Designer Wizard.

1-6-1 Select the &KDUW web item, and from the context menu choose (GLW� 1-6-2 On the first screen of the Chart Designer Wizard, select chart type &ROXPQV� �

&ROXPQV����'

1-6-3 Select 1H[W to continue.

1-6-4 On the second screen of the wizard, enter 6DOHV�4� in the chart title field.

1-6-5 Select 1H[W to continue through screens 3 and 4 of the wizard.

1-6-6 On screen 5, uncheck the box for *ULGOLQHV in the $[LV�3URSHUWLHV window.

1-6-7 Select &RPSOHWH to finish the chart properties.

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1-7 Assign the &KDUW and the $QDO\VLV web items to two different tab pages of your 7DE�3DJHV web item. In order to do so, go to the 3URSHUWLHV area of the 7DE�3DJHV web item (TABSTRIP_CONTAINER_ITEM_1). Under ,QWHUQDO�'LVSOD\, go to the 7DE�3DQHO�/LVW. On the last entry, click on the button with the small ’dot’ to access the properties for the tab. For the &DSWLRQ property, replace 'HIDXOW with &KDUW as the description for the first tab page that should contain the &KDUW web item.

For the property 6XERUGLQDWH�:HE�,WHP, choose from the dropdown box the &+$57B,7(0B� web item.

1-7-1 In the Properties window, select 7$%675,3B&217$,1(5B,7(0B� in the dropdown box at the top of the window.

1-7-2 In the ,QWHUQDO�'LVSOD\ heading, in the 7DE�3DQHO�/LVW, select the ’dot’ button at the end of the last 7DE�3DQHO entry. In the properties screen, for the &DSWLRQ property, enter &KDUW as the description of the first tab page.

1-7-3 For the 6XERUGLQDWH�:HE�,WHP�property, choose &+$57B,7(0B�.

1-8 Now create the second tab of the 7DE�*URXS web item. In the 3URSHUWLHV window, under ,QWHUQDO�'LVSOD\, go to the 7DE�3DQHO�/LVW. On the last entry, click on the button with the small ’dot’ to access the properties for the tab. In order to enter a description for the second tab page, you should use a second option the new Web Application Designer provides. Go to the &DSWLRQ properties and click on the ’dot’ button at the end of that row. A text editor opens where you can enter 7DEOH as the description for the second tab page. After entering the description, choose 2..

For the 6XERUGLQDWH�:HE�,WHP property, you can choose from a dropdown box the web items available to be assigned to the second tab page. Choose the $1$/<6,6B,7(0B� from the dropdown box.

1-8-1 In the ,QWHUQDO�'LVSOD\ heading, in the 7DE�3DQHO�/LVW, select the ’dot’ button at the end of the last 7DE�3DQHO entry. In the properties screen, for the &DSWLRQ property, select the ’dot’ button at the end of the row. In the text editor window that opens, enter 7DEOH as the description of the second tab page. Choose 2. when finished.

1-8-2 Under 6XERUGLQDWH�:HE�,WHP property, choose $1$/<6,6B,7(0B� from the dropdown box�

1-9 Now you want to enhance your web application with a button that should allow the users to print the table. In order to do so, go back to the Web Application Designer. Choose the Button Group web item and drag it to the design area below the Tab Pages web item.

1-9-1 Return to your Web Application Designer session.

1-9-2 From the Web Items area in the 6WDQGDUG web item category, drag the %XWWRQ�*URXS web item into your web template and place it under the Tab Pages web item.

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1-10 Go to the 3URSHUWLHV area of the %XWWRQ�*URXS web item. In the 3URSHUWLHV window, under ,QWHUQDO�'LVSOD\, go to the /LVW�RI�%XWWRQV. On %XWWRQ��, click on the button with the small ’dot’ to access the properties for the button. For the &DSWLRQ property, enter 3ULQW�7DEOH for your button. Under the $FWLRQ property, click on the ’dot’ button for the &RPPDQG property in order to start the Command Wizard. In order to enable the users to print the table using this button, you have to assign the command “ Export Web Application [EXPORT]” to the button. You find it on the tab page “ All commands” in the area of “ Commands for Web Templates” . Select the command with a mouse click, then press 1H[W. 1-10-1 In the 3URSHUWLHV window for the %XWWRQ�*URXS web item, under "Internal Display",

go to the /LVW�RI�%XWWRQV. On the %XWWRQ�� entry, click on the button with the small 'dot' to access the properties for the button. For the &DSWLRQ property, enter 3ULQW�7DEOH�

1-10-2 Under the $FWLRQ property, select the 'dot' button for the &RPPDQG property to start the Command Wizard.

1-10-3 In the &RPPDQG�:L]DUG��select the $OO�&RPPDQGV tab.

1-10-4 Open the folder titled &RPPDQGV�IRU�:HE�7HPSODWHV and select the command ([SRUW�:HE�$SSOLFDWLRQ�>(;3257@�

1-10-5 Select the 1H[W button to proceed to the next step in the Command Wizard.

1-11 In the next step of the Command Wizard, you have to set the parameters for the chosen command Export Web Application [EXPORT]. This command allows you to export the entire web application or single items to PDF format, to Excel or to a printer. You want to export the table to a PDF file, and so you can leave the default settings in the Behavior area. In the Data Binding area, you have to specify if you want to export the complete web application or single items. In our exercise, we want to export only the Table web item that is placed on the second tab page. Choose ANALYSIS_ITEM_1 from the drop down box for the Item Binding. After that, select 2..

1-11-1 In the 'DWD�%LQGLQJ area of the Command Wizard screen, select $1$/<6,6B,7(0B� from the ,WHP�%LQGLQJ dropdown box.

1-11-2 Select 2. to close the Command Wizard and return to the Web Application Designer.

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1-12 Save and execute your web application to check the results. Give the web application a description of *5���:HE�$SS and a technical name of *5��:$. Save the web application to your Favorites folder. Execute the web application by selecting the “ Execute” button. If prompted to logon to the attached Portal, use your normal user ID and password. View both the Chart and Table tab pages. Then print the table analysis to a PDF file using the “ Print Table” button.

1-12-1 Select the 6DYH button from the toolbar in the Web Application Designer.

1-12-2 Enter *5���:HE�$SS for the description and *5��:$ for the technical description.

1-12-3 Select your )DYRULWHV folder as the destination for the web application and choose 2.�

1-12-4 Select the ([HFXWH�button on the toolbar.

1-12-5 Logon to the portal, if necessary, with your course user ID and password. View the results of your web application by selecting each of the tabs.

1-12-6 Choose the 3ULQW�7DEOH button to launch the print dialog. Choose the 2. button to view the table as a PDF file.

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In addition to the BEx Analyzer from SAP BW 3.x, a completely new version of the Analyzer is delivered with Netweaver 2004s BI. The new BEx Analyzer will provide the following features:

y 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.

y 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.

y 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 developed with NW 2004s BEx Analyzer can no longer be edited with the BEx Analyzer from BW 3.x.

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In Netweaver 2004s BI we now put more emphasis on the two modes of the BEx Analyzer. The two modes are:

y $QDO\VLV mode – in this mode the user interacts with the report results using navigation features.

y 'HVLJQ mode – in this mode the developer has access to a wide range of tools to assist in the development of flexible and well formatted workbooks.

? Major improvements to the Netweaver 2004s BEx Analyzer include:

y A new GUDJ�DQG�GURS�LQWHUIDFH to allow intuitive navigation.

y As well as the traditional access to queries, we can now DFFHVV�TXHU\�YLHZV�DQG�,QIR3URYLGHUV�y There is a new LPSURYHG�GHIDXOW�ZRUNERRN�WHPSODWH so that reports should require less formatting

in the basic areas.

y It is possible for the user to save frequently used ILOWHU�YDOXH�OLVWV so they may be recalled later and used in other reports.

y Workbooks can accept PDQXDO�HQWULHV�LQWR�WKH�FHOOV, these will be stored with the report results.

y The new ,QIRUPDWLRQ�%URDGFDVWLQJ�IHDWXUHV are compatible with the Netweaver 2004s BEx Analyzer.

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The standard template includes 3 new buttons:

y &KDUW: This button switches the report result to a chart graphic. When the chart is displayed the button description changes to TABLE so that you can switch back to produce a table display of the report result.

y ,QIR: When you press this button the text elements are displayed to provide the user with additional context information about the result set.

y )LOWHU: When you press this button the navigation block appears (the default view does not show the navigation block).

? This means the user can remove the unwanted areas of the screen to allow more room for report results.

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The use of drag and drop navigation is prominently featured in the BEx Analyzer. This means that navigation is more intuitive and does not require searching through context menus looking for the correct navigation task. It is worth noting that the context menu options are still available for navigation.

? If you want to reduce the result set in the existing report, then simply drag the required characteristic

values from the report into the filter area. Be sure to drop the characteristic value directly onto the filter area values to the right of the headings (not on top of the characteristic headings!).

? Again, be careful to see the mouse pointer change to show a filter symbol which means you have

reached a valid drop point. ?

Note : It is not possible to select multiple values simultaneously with this feature. In the above example if you wanted to select both Australia and France for filtering you would have to use the menu option 6HOHFW�)LOWHU�9DOXHV��

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If you want to remove a specific characteristic value from the report result simply drag the characteristic value outside of the report results area.

? Take care to notice the mouse pointer changes to a filter with a pair of ‘out of range‘ symbols which

means you have reached a valid point where you can drop the unwanted characteristic value. ?

Also notice you can remove an entire characteristic form the drill down by selecting the heading of unwanted characteristic and dragging it out of the results area.

? You can remove key figures from the results by simply dragging the heading of the unwanted key figure

out of the results area.

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You can add a new characteristic from the filter as an additional drill down. ?

In order to achieve this proceed as follows: Drag the required characteristic from the filter area and drop it over the values of the preceding characteristic. Carefully notice the changing mouse pointer which should show a drop down symbol which means you have reached a valid drop point. The new characteristic will now appear in the report results.

? It is important that you do not drop the new characteristic on the heading of another characteristic

already in the report. This has a different meaning (exchange).

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If you have a characteristic in the report and you want to exchange with a characteristic which is not yet in the report (but is available in the filter area) proceed as follows: Drag a characteristic from the filter area and drop it directly on top of the characteristic heading you want to replace in the report result.

? If you want to swap the order of characteristics that are already in the report result proceed as follows:

Drag a characteristic heading from the report and drop it directly on top of another characteristic heading in the report result.

? In both cases above you will notice the mouse pointer changes to a pair of arrows indicating that you

have reached a valid place to drop your characteristic.

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You can change to order of the key figures by simply dragging the key figure heading on top of another key figure heading.

? The dropped key figure assumes the leftmost position.

? Carefully notice the change of mouse pointer which should show a simple box shape. This means you

have reached a valid drop point. A QR�HQWU\ symbol means you cannot drop the key figure at that location.

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In BW 3.x formulas were always developed within the Query Designer and the end user had no access to the formula editor for their own workbook specific calculations. Of course it was always possible to use Excel formulas, but these were not supported by BW and so as the BEx queries changed the external (Excel) formulas would have to be reviewed and often modified.

? In NW 2004s BI, local calculations are a subset of the formulas in the Query Designer and use a similar

dialog. ?

Local calculations can be saved together with the workbook. ?

The query result set embedded in the workbook (including the embedded local calculations) can also be saved as a Query View.

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A new Design Mode is available which provides a set of tools used to improve the report design. This is very similar to the techniques used in the Web Application Designer.

? For example, you can add a drop down box, radio button or checkboxes to the report to assist the user

when navigating. ?

In Design Mode the items are represented as graphics (exactly like the Web Items). ?

A full list of options:

y Analysis Grid

y Navigation Pane

y List of Filters

y Button

y Dropdown Box

y Checkbox Group

y Radio Button Group

y List of Conditions

y List of Exceptions

y Text

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y Messages

y Workbook Settings

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The General Tab contains these properties:

y 'DWD�%LQGLQJ – select the Data Provider (same concept as Web Application Designer)�y 5DQJH – manipulate coordinates for a cell or cells in this field to move or resize the analysis grid.

Use this to define how much worksheet space the result are allowed to use.

y 8VH�)RUPXODV – replace each cell in the analysis grid with a Microsoft Excel formula

y $GMXVW�3ULQW�$UHD – adjusts the Microsoft Excel print area automatically to the size of the analysis grid. This means that the result is always ready for printing.

y (QDEOH�&HOO�3URWHFWLRQ – locks (protects) all cells that are not defined in the query as input-ready.

y $SSO\�)RUPDWWLQJ – turn off automatic application of BEx formatting, including icons and background color. This allows you to use your Excel formatting.

y $OORZ�1DYLJDWLRQ – deactivate the context menu and drag and drop functionality in analysis mode. This means the analysis is used in a static mode.

y $XWRILW – the width of the cells in the analysis grid expands as needed to accommodate the contents.

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� <RX�FDQ�LQGHSHQGHQWO\�FRQILJXUH�KRUL]RQWDO�RU�YHUWLFDO�FOLSSLQJ�XVLQJ�WKH�DYDLODEOH�RSWLRQV�

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

y &OLS�±�the analysis grid can only extend as far to the right as the right-most column defined in the 5DQJH field, or can only extend vertically as far as the lowest cell in the range specified in the 5DQJH field.

y )XOO�6L]H – the analysis grid begins displaying from the left-most column defined in the 5DQJH field, but expands to the right to be as wide as the results dictate.��

y 6FUROO�±�the analysis grid only displays within the right and left coordinates configured in the 5DQJH field, and a scroll bar allows you to scroll to the right or to the left within the results.

? You can define clipping to determine the behavior of the results in the vertical and horizontal position.

? This feature is ideal when you have a worksheet which contain many reporting elements (tables, charts,

logos etc) and you need to be careful not to overlap each element.

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

This feature is useful in determining only the correct type of chart to be used with your analysis results.

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A navigation pane is very similar to the former navigation block, but here we have much more control over the behavior and the setting of this important report element. Many of the setting are the same as you will find in the Web Application Designer.

? Select a dimension in this list and choose the $GG�WKH�6HOHFWHG�'LPHQVLRQV�WR�WKH�'LVSOD\HG�'LPHQVLRQV

button to transfer it to the 6HOHFWHG�'LPHQVLRQV�list. You determine in this way which dimension to display in the navigation pane. This is exactly like the Navigation Block web item properties of the Web Application Designer.

? By default, all dimensions are displayed, so you need to decide if the list should be reduced. This helps

in the clarity of the report as only the important dimensions should be available for navigation. ?

You need to decide which are the dimensions the user would find useful to navigate the report by and include these in the list.

? It is now possible to decide if you would like to display navigation icons (just as in the BEx WebAD).

This means the user can easily control navigation by clicking once on the icon.

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The next button on the design tool bar is the /LVW�RI�)LOWHUV��The list of filters design item lists all currently active filters set on selected dimensions in the query results. This item simply displays a list of active filters for one or more dimensions. This item might be useful if you have suppressed the display of filters in the navigation pane or if you don't display a navigation pane at all in your workbook and yet you want to display the current status of filters.

? Filter List Name displays the name of the list of filters, which is generated automatically and is unique. This name

is used on the BEx Analyzer Design Toolbar menu to refer to a particular instance of the list of filters. ?

The General Tab provides the following settings:

y 'DWD�3URYLGHU – Assign an existing data provider to the list of filters, 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.

y 5DQJH – Manipulate coordinates for a cell or cells in this field to move or resize the list of filters.

y 'LVSOD\�&KDUDFWHULVWLF�7H[W – Select this checkbox to display the name of the dimension in a field next to the list of its selected filters. This acts as a sort of label for each selected dimension in the filter list.

? The Dimensions Tab provides the following settings:

y $YDLODEOH�'LPHQVLRQV�– Lists all the available dimensions in the query. Select a dimension in this list and choose the right arrow to transfer it to the Selected Dimensions list. This is how you determine in what order to display the list of filters. By default, all dimensions are displayed.

y 6HOHFWHG�'LPHQVLRQV�– Lists the dimensions for which you have chosen to display filters, and allows you to reorder or remove them. By default, all dimensions are displayed although this list is empty. To remove a dimension simply click on the dimension you wish to remove and click on the left arrow and the dimension

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will be move over to the available dimensions list. You can also move the selected displayed dimension Up or Down to reorder your list.

y 3UHVHQWDWLRQ�6W\OH�– Determines how the filter values are displayed in the list. Select from Key, Key and Text, Text and Key or Text.

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The Button design item lets you execute a customized command against the query results. Use the button to customize a specific command or sequence of commands. In the syntax, based on the Web API Reference, all Data Provider-specific commands and parameters are accepted except export to Microsoft Excel functions. Anything you can do when you manually navigate a query via the context menu you can also customize with a button. When you click the button, you execute the command or commands and the query results update accordingly in the analysis grid.

@ The Button Name displays the name of the button, which is generated automatically and is unique. This name is

used on the BEx Analyzer Design Toolbar menu to refer to a particular instance of the button.

y 5DQJH�– Manipulate coordinates for a cell or cells in this field to move or resize the button.

y %XWWRQ�7H[W�–�The text (caption) you want to display on the button. You can use this to describe the command the button executes.

y &RPPDQG�5DQJH�–��2SWLRQDO��Specify a three-column range of cells in the worksheet that contains command parameters. In these cells, you provide the same parameters (Name, Index, and Value) as in the Static Parameters (see below), but in the worksheet these can be variable, changing during navigation based on query results or on a value you manually specify.

@ When the button is clicked to initiate the command, all values in Static Parameters are evaluated first, then all the

parameters in the Command Range are appended. @

Static Parameters:

y Configure the command or commands to execute by supplying name-value pairs to send to the server. A command can consist of multiple name-value pairs; configure one per row in this table. Any Data Provider-specific command in the Web API Reference (except export to Microsoft Excel functions) are accepted. See Data Provider - Commands for syntax.

y Name: The name of the command.

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y Index: The order in which the command should be executed, starting with 0. You can configure as many commands as you want.

y Value: The value for the command

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The above example shows how the command button is used to allow the user to specify a % value which is then used in the reports results.

@ The user enters a % value in the appropriate cell and then presses the command button 1RUPDOL]H�7R in

order to use this value in a calculation. @

The next slide explains the definition.

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The Command Range setting in the properties dialog box determines the location of the cells in the worksheet where the formula parameters are held. This may even be on a hidden worksheet.

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You can add common navigation controls such as drop down boxes, radio buttons and check boxes to the report. This will make the navigation more intuitive for the casual user.

@ Although the slide shows only the drop down, all of the three navigation controls have the same General

Tab where you specify the Data Provider (data binding). @

They also all have the Dimensions Tab where you define:

y 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:

y 3RVWHG�9DOXHV��4�: Performs a SELECT on the fact table to list filter values that actually return data. Values that would return no results when filtered are not displayed in the list. This calculation can be time-consuming, but yields only usable values in the list.

y 'LPHQVLRQ�7DEOH��'�: Performs a SELECT on the dimension table to retrieve the list of filter values. This calculation is less time-consuming than Posted Values, with better chances of yielding results than Master data Table.

y 0DVWHU�GDWD�7DEOH��0�: Offers all members of the selected dimension that appear in the Master data table. Since InfoCubes may be quite sparsely populated, this will yield many selections that would

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show no results when filtered (No applicable data found), but the logic involved is simple and hence the performance is optimal.

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,QVHUW�/LVW�RI�&RQGLWLRQV,QVHUW�/LVW�RI�([FHSWLRQV�

@

The list of conditions design item lists all conditions defined in the query and lets you activate and deactivate them with the context menu or with an icon. If conditions have been defined in the query, you can use the list of conditions design item to display them in rows in the worksheet. The description of each condition appears in a cell, and its status (Active or Inactive) and an icon (Activate / Deactivate) displays in the cell next to it.

@ The list of exceptions design item functions in the same way, but for exceptions.

@ In analysis mode, click the icon to toggle the active status or evoke the context menu and choose to

activate or deactivate the condition/exception. @

Conditions filter the results so that only the part of the results you are interested in is displayed, so when you activate or deactivate a condition, the navigational state of the analysis grid updates accordingly.

y &RQGLWLRQ�([FHSWLRQ�/LVW�1DPH�–�Displays the name of the list of conditions/exceptions, which is generated automatically and is unique. This name is used on the BEx Analyzer ® Design Toolbar menu to refer to a particular instance of the list of conditions/exceptions.

y 'DWD�3URYLGHU�–�Assign an existing Data Provider to the list of conditions/exceptions, 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.

y 5DQJH�–�Manipulate coordinates for a cell or cells in this field to move or resize the list of conditions/exceptions.

@ Neither of these features are new, but they have been put onto the Design toolbar in SAP BI.

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7H[W�(OHPHQWV

� &RQILJXUH�'DWD�3URYLGHU� 6HOHFW�WKH�FKHFNER[�QH[W�

WR�WKH�WH[W�HOHPHQWV�\RX�ZLVK�WR�GLVSOD\

� $GGLWLRQDOO\��\RX�FDQ�VHOHFW�WR�GLVSOD\�DOO�VWDWLF�ILOWHUV

,QVHUW�7H[W

@

The text design item displays text elements associated with the query. Use the text item to display selected text-based information saved with the query such as author, query description, InfoProvider, and any global filters configured in the query.

@ 7H[W�1DPH�–�Displays the name of the text item, which is generated automatically and is unique. This

name is used on the BEx Analyzer Design Toolbar menu to refer to a particular instance of the text item. @

*HQHUDO�7DE��y 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.

y Range�–�Manipulate coordinates for a cell or cells in this field to move or resize the text item.

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

y Display Caption�–�Select 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.

@ &RQVWDQWV�7DE��y Select which text elements you want to include in the report.�

@ )LOWHUV�7DE��y Select to display static filter values

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0HVVDJHV

� &RQILJXUH�FHOO�UDQJH� 0HVVDJH�W\SHV�� $XWR)LW�RSWLRQV�� 8VH�WKH�FOLSSLQJ�RSWLRQV�WR�

VSHFLILFDOO\�GHILQH�WKH�9(57,&$/�VL]H�RI�WKH�PHVVDJH�LWHP�XVLQJ�FOLSSLQJ�RU�VFUROO�EDUV��

,QVHUW�0HVVDJHV

@

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.

@ 5DQJH�–�Manipulate coordinates for a cell or cells in this field to move or resize the message item.

@ 'LVSOD\�:DUQLQJV��Select this checkbox to display warning messages. For example: 7KH�YDOXH�IRU�WKH�YDULDEOH�µGHI¶�LV�LQFRUUHFW;�$FFHVV�WR�9LVXDO�%DVLF�SURMHFW�IDLOHG��

@ 'LVSOD\�6XFFHVV�0HVVDJHV�–�Select this checkbox to display success messages. For example: 7KH�TXHU\�µDEF¶�ZDV�VXFFHVVIXOO\�VDYHG��

@ 'LVSOD\�,QIRUPDWLRQ�–�Select this checkbox to display informational messages. For example: 7KH�V\VWHP�ZLOO�FORVH�GRZQ�DW��SP�WRGD\��

@ $XWR)LW�–�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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:RUNERRN�6HWWLQJV

� 5HIUHVK�ZRUNERRN�RQ�RSHQ�� 3URFHVV�YDULDEOHV�RQ�UHIUHVK� $OORZ�'UDJ�DQG�'URS�� 3URWHFW�ZRUNERRN��DGG�

SDVVZRUG�WR�ZRUNERRN�SURKLELWLQJ�DQ\�FKDQJHV�

� ,QVHUW�D�QHZ�WKHPH� 'HOHWH�RU�DSSO\�DQ�H[LVWLQJ�

WKHPH

:RUNERRN�6HWWLQJV

@

The workbook can have various settings that can be controlled by the user. @

On the General Tab:

y 5HIUHVK�:RUNERRN�RQ�23(1 – If selected, the workbook will refresh every time it is opened to retrieve the latest data.

y 3URFHVV�9DULDEOHV�RQ�5HIUHVK�– If selected and workbook has variables, the variables will be run against the queries on every refresh.

y $OORZ�'UDJ�DQG�'URS – If selected, the workbook allows for items to be dragged and dropped into the workbook for enhancement.

y 3URWHFW�:RUNERRN – If selected, provides password protection for workbook to protect against unauthorized changes for the workbook.

y 1R�0DFUR�$FFHVV – If clicked, will disable the ability to have macros in cells. @

The Themes tab allows the user to alter the standard theme in the workbook:

y Current Theme – Lists all the current themes that can be used. The user has the ability to create a new theme, delete a theme, apply a selected theme or save a theme.

y Reapply Theme before Rendering – If selected, reapplies the chosen theme before rendering the output of the workbook.

y Apply New Styles – If selected will apply the new styles to the workbook.

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y Do not use a theme – If selected will remove the theme associated with the workbook.

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([FHO�)RUPDWWLQJ�DQG�)RUPXODV�² 5HVXOW�([DPSOH

@

With Netweaver 2004s BI we now have much tighter integration with the native Excel features. It is now possible to use many of the standard Excel features to compliment the BEx report functionality.

@ An important pre-requisite to using the native Excel formatting and formulas is that the query must use WZR�VWUXFWXUHV. This means that we always have a set of predictable cell values at each coordinate.

@ Specifically, it is now possible to add you own native Excel formulas which can refer to result cells in

the standard BEx report. It is also possible to use standard Excel formatting features to improve the visual aspects of the report.

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([FHO�)RUPDWWLQJ�DQG�)RUPXODV�² 3RVVLELOLWLHVNew calculated key figure “Deviation” via Excel formula =(F12-E12)/E12

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

Overwrite BEx Formatting completely with Excel Formats

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)

Add Excel charts

Add BEx items such as “Current User“, “Last data refresh“, etc.

ACBEDFB'GCH�I7J.K L.M.H�N

ABODPBQGHPIRJ�K L�M�HS

Add Logos, Graphics

@

Some examples of what can be achieved are shown on this slide. @

/RJRV�DQG�RWKHU�JUDSKLFV can be easily added to the workbook. @

You can choose easily and precisely which WH[W�HOHPHQWV you want to include in your report. @

It is possible to include your own Excel formula in your report. You can refer to any BEx cell. In this example there is a new key figure 'HYLDWLRQ which refers to the two key figures 2UGHUV����� and 2UGHUV�����.

@ There is also a 7RWDO of all products sold calculated with an additional blank line to improve clarity of

the result. @

A SLH�FKDUW has been added (though you can choose from many other chart types) that will automatically adjust to the query results.

@ &XVWRP�IRUPDWWLQJ can be added at the cell level using Excel options, including conditional formatting

options which are based on the results of the cell.

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%([�5HVXOWV�DV�DQ�([FHO�)RUPXOD�

%H[*HW&HOO'DWD��96B%8'*(7B5(/������'$7$ 3529,'(5B���

%H[*HW&HOO'DWD�����727$/B5(9(18(���'$7$ 3529,'(5B���

([DPSOHV�

@

It is possible to switch on the formula feature so that each result cell is interpreted as a native Excel formula. This means you can modify any cell formula by adding in your own values or additional calculations. For example, you could add 10% to the results of a BEx cell by adding additional syntax to the formula.

@ You could also use conditional formatting in Excel to color the cell based on various values.

@ BEx Analyzer 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 will 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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([DPSOH����&KDQJLQJ�%([�ZRUNERRNV�WKDW�8VH�([FHO�)RUPXODV

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���(DFK�FHOO�LV�GHVFULEHG�E\�D�XQLTXH�IRUPXOD��H[DPSOH�

���6LPSO\�E\�RYHUZULWLQJ�NH\V���H�J��PDVWHU�GDWD�YDOXHV���\RX�FDQ�FKDQJH�WKH�DFFRUGLQJ�GDWD�FHOOV�

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%H[*HW&HOO'DWD���<RX�FDQ�LQFOXGH�D�QHZ�FROXPQ�E\�VLPSO\�W\SLQJ�LQ�WKH�GHVFULSWLRQ�RU�WHFKQLFDO�QDPH�RI�D�NH\�ILJXUH��H�J��³1HW�6DOHV´

���-XVW�FRS\�WKH�IRUPXODV�IURP�³%LOOHG�4XDQWLW\´�WR�WKH�QHZ�FROXPQ�IRU�³1HW�6DOHV´

���7KH�ULJKW�YDOXHV�DUH�DXWRPDWLFDOO\�GLVSOD\HG�E\�WKH�%([�$QDO\]HU

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<RX�VKRXOG�QRZ�EH�DEOH�WR�� 8VH�WKH�%([�$QDO\]HU�'HVLJQ�0RGH�WR�HQKDQFH�WKH�

XVDELOLW\�RI�ZRUNERRNV� ([SODLQ�WKH�IXQFWLRQV�RI�WKH�'HVLJQ�7RROEDU� 7DNH�DGYDQWDJH�RI�WKH�WLJKWHU�LQWHJUDWLRQ�EHWZHHQ�

WKH�%([�$QDO\]HU�DQG�([FHO�VR�WKDW�XVHUV�FDQ�OHYHUDJH�WKHLU�([FHO�NQRZOHGJH�LQ�RUGHU�WR�FUHDWH�DGYDQFHG�ZRUNERRNV

� 8VH�([FHO�IRUPDWWLQJ�LQ�ZRUNERRNV� 'HILQH�D�UHSRUW�FHOO�XVLQJ�D�QDWLYH�([FHO�IRUPXOD

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<RX�VKRXOG�QRZ�EH�DEOH�WR�� 8VH�WKH�LPSURYHG�IHDWXUHV�RI�UHSRUW�QDYLJDWLRQ�LQ�

WKH�%([�$QDO\]HU�WR�RIIHU�XVHUV�HDVLHU�DQG�PRUH�LQWXLWLYH�IHDWXUHV�IRU�DQDO\VLV

� ([SODLQ�KRZ�WKHUH�LV�QRZ�PXFK�WLJKWHU�LQWHJUDWLRQ�EHWZHHQ�WKH�%([�$QDO\]HU�DQG�([FHO�VR�WKDW�XVHUV�FDQ�OHYHUDJH�WKHLU�([FHO�NQRZOHGJH�LQ�RUGHU�WR�FUHDWH�DGYDQFHG�ZRUNERRNV

� 8VH�WKH�%([�$QDO\]HU�'HVLJQ�0RGH�WR�HQKDQFH�WKH�XVDELOLW\�RI�ZRUNERRNV�DQG�WR�LPSURYH�WKH�ORRN�DQG�IHHO�RI�UHSRUWV

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([HUFLVHV�

8QLW��� %([�$QDO\]HU�/HVVRQ��� 1HZ�1DYLJDWLRQ�IHDWXUHV�

At the conclusion of this exercise, you will be able to:

• Use the new interaction features of drag and drop within the results area of the BEx Analyzer.

You need to familiarize yourself with the new interaction features of BEx Analyzer so that you can show your users how navigation has been simplified using drag and drop.

1-1 Start the BEx Analyzer and execute the query 6DOHV�$QDO\VLV (30B6$/(6B$1$/<6,6� from 5ROHV� �'%:��5� �8QLW����%([�$QDO\]HU.�

1-2 Exchange 1HW�9DOXH�&�2UGHUV�6ROG key figures via Drag & Drop

1-3 Remove 2SHQ�2UGHUV key figure via Drag & Drop then display the )LOWHUV�area.

1-4 Display the Country using the external hierarchy 30B&28175<.

1-5 Exclude the Distribution Channel ’'LUHFW�6DOHV’ from the results using drag and drop.

1-6 Exclude 1HW�9DOXH key figure via drag and drop.

1-7 Show results only for Country ‘86$’ and then add an additional drill down by 3URGXFW using only drag and drop to find out which products make up the total.

1-8 Exchange 'LVWULEXWLRQ�&KDQQHO�with�6DOHV�*URXS�using drag and drop.

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�6ROXWLRQV�

8QLW��� %([�$QDO\]HU�/HVVRQ��� 1HZ�1DYLJDWLRQ�IHDWXUHV�

1-1 Start the BEx Analyzer and execute the query 6DOHV�$QDO\VLV (30B6$/(6B$1$/<6,6� from 5ROHV� �'%:��5� �8QLW����%([�$QDO\]HU. 1-1-1 Choose Start �3URJUDPV� �%Xsiness Explorer �$QDO\]HU 1-1-2 Logon with your user ID and password when prompted.

1-1-3 Click on the Open button in the BEx toolbar.

1-1-4 Select the menu option Open Query.

1-1-5 Click on the 5ROHV button and then double click on the role '%:��5� then the folder 8QLW����%([�$QDO\]HU� and finally double click on the query 6DOHV�$QDO\VLV��30B6$/(6B$1$/<6,6�.

1-2 Exchange Net Value & Orders Sold key figures via Drag & Drop

1-2-1 Highlight the heading 1HW�9DOXH and drag and drop this directly over the heading 2UGHU�6ROG to swap the sequence of the key figures.

1-3 Remove 2SHQ�2UGHUV key figure via Drag & Drop then display the )LOWHUV�area.

1-3-1 Highlight the heading 2SHQ�2UGHUV and drag and drop this outside the results area. When the mouse pointer changes to show a black filter icon you can then release the mouse button. The 2SHQ�2UGHUV key figure is now gone.

1-3-2 If necessary, press the )LOWHU button to display the filter area.

1-4 Display the Country using the external hierarchy 30B&28175<.

1-4-1 Highlight the heading &RXQWU\ and select from the context menu 3URSHUWLHV���From the hierarchy tab choose the hierarchy�30B&28175<�from the drop down box. Click OK to see the result displayed using the hierarchy.

1-5 Exclude the Distribution Channel ’'LUHFW�6DOHV’ from the results using drag and drop.

1-5-1 Highlight any of the cells which contain the Distribution Channel value ‘'LUHFW�6DOHV’ then drag and drop this anywhere outside the results area. Wait until you see the mouse pointer change to show a black filter before releasing the mouse button.

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1-6 Exclude 1HW�9DOXH key figure via drag and drop.

1-6-1 Highlight the heading of the key figure Net Value and drag and drop this anywhere outside the result area. Wait until you see the mouse pointer change to show a black filter before releasing the mouse button.

1-7 Show results only for Country ‘86$’ and then add an additional drill down by 3URGXFW using only drag and drop to find out which products make up the total.

1-7-1 Highlight the cell containing the Country value ‘86$’ then right click to show the context menu. Select ‘.HHS�)LOWHU�9DOXH¶�menu option. Then drag the 3URGXFW characteristic from the filter area and drop it directly over any key figure to add a drill down.

1-8 Exchange 'LVWULEXWLRQ�&KDQQHO�with�6DOHV�*URXS�using drag and drop�. 1-8-1 Highlight the Sales Group characteristic from the filter area then drag and drop it

directly over the Distribution Channel heading in the results area. When the mouse pointer changes to show two arrows in a circular motion you are ready to release the mouse button

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([HUFLVHV�

8QLW��� %([�$QDO\]HU�/HVVRQ��� ([FHO�,QWHJUDWLRQ�DQG�'HVLJQ�PRGH�

At the conclusion of this exercise, you will be able to:

• Use the new design mode features of the BEx Analyzer to create advanced workbooks which use a combination of BEx and native Excel features.

You have been asked to create a report which combines the output of a BEx query with formulas and cell formatting created locally in Excel.

2-1 Open the BEx Analyzer, create a new (blank) workbook and connect to the SAP NetWeaver BI system using the user name, password and system log-on assigned to you.

2-2 Add a new %([�$QDO\VLV�*ULG item to cell A22.

2-3 For the new table item assign a new Dataprovider which refers to the query 30B352'8&76 which can be found under 5ROHV� �'%:��5� �8QLW����%([�$QDO\]HU�

2-4 Select “8VH�)RUPXODV” and deselect “$SSO\�)RUPDWWLQJ” in the Analysis Grid Properties Screen. Close the properties dialog, and leave the Design Mode to view results.

2-5 You should now remove the results for the 2UGHUV����� key figure by deleting the 'B' column using standard Excel functions. This will move the 2UGHUV����� key figure to cells B23 to B28. +LQW��You may need to select a cell outside the result area before selecting column B for deletion.

2-6 Create an Excel Formula to display the sum of the ‘2006 Orders’ in cell B30. The formula is 680�%���%���

2-7 Add the Euro currency symbol ‘¼¶�WR�WKH�µ�����2UGHUV¶�YDOXHV�E\�XVLQJ�([FHO�FHOO�formatting. Use the number category ‘Currency’ then choose the entry which puts the Euro

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symbol behind the order value. i.e. ¼�(XUR������¼���,W�GRHVQ¶W�PDWWHU�ZKLFK�ZD\�\RX�FKRRVH�to express negative values.

2-8 Format your entire table with Font $ULDO and Style %ROG

2-9 Insert a second Analysis Grid at cell '�� which uses a new DataProvider assigned to query 30B25'(56 which can be found under 5ROHV� �'%:��5� �8QLW����%([�$QDO\]HU�

2-10 Select “8VH�)RUPXODV” and deselect “$SSO\�)RUPDWWLQJ” in the Analysis Grid Properties Screen. Close the properties dialog.

2-11 Exit the Design Mode to display the query results.

2-12 Create a new calculated key figure "deviation" based on Excel formulas. Enter the title “ Deviation” into cell G11. The formula for G12 is �)���(����(��. The formula for G13 is �)���(����(�� and so on.

2-13 Create an exception for the deviation column by using Excel formatting. Use Custom category for cell formatting and type in >*UHHQ@>!�@�����>5HG@>����@�������

2-14 Use Excel formatting to create a blue color frame around the entire table result, including the headers.

2-15 Add the Euro currency symbol ‘¼¶�WR�WKH������DQG������RUGHU�YDOXHV�E\�XVLQJ�([FHO�FHOO�formatting. Use the number category ‘Currency’ then choose the entry which puts the Euro symbol behind the order value. i.e. ¼�(XUR������¼���,W�GRHVQ¶W�PDWWHU�ZKLFK�ZD\�\RX�FKRRVH�to express negative values.

2-16 Use Excel to add a 3D split Pie Chart which displays only the 2005 orders.

2-17 Add some images and any other formatting to your workbook. In order to get the images go to 2SHQ�:RUNERRNV�� �5ROHV�� ��'%:��5�� �8QLW����%([�$QDO\]HU and open the workbook “ IPDJH�/LEUDU\” . Copy and paste any desired images to your workbook.

2-18 You want to ensure the workbook is always refreshed on opening and also you want to make sure no-one can change the workbook design settings you have made in previous steps. Make the appropriate settings under properties to achieve this.

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2-19 Save the workbook into your )DYRULWHV under the name ‘2UGHUVB$QDO\VLVB��’ (## represents your group).

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8QLW��� %([�$QDO\]HU�/HVVRQ��� ([FHO�,QWHJUDWLRQ�DQG�'HVLJQ�0RGH�

2-1 Open the BEx Analyzer, create a new (blank) workbook and connect to the SAP NetWeaver BI system using the user name, password and system log-on assigned to you.

2-1-1 Choose 6WDUW� �3URJUDPV� �%XVLQHVV�([SORUHU� �$QDO\]HU 2-1-2 Press the 1HZ icon in the Excel toolbar to create a blank workbook.

2-1-3 Press the &RQQHFW icon in the BEx toolbar to logon with your user ID and password.

2-2 Add a new %([�$QDO\VLV�*ULG item to cell A22.

2-2-1 First, highlight cell A22 and then click on the ,QVHUW�$QDO\VLV�*ULG icon in the Design Toolbar. An $QDO\VLV�*ULG symbol appears in the cell.

2-3 For the new table item assign a new Dataprovider which refers to the query 3URGXFW�$QDO\VLV��30B352'8&76� which can be found under 5ROHV� �'%:��5� �8QLW����%([�$QDO\]HU� 2-3-1 Hover over the table item until you see the hand appear, then left click the mouse

button to bring up the properties dialog.

2-3-2 Click on the ‘&UHDWH�'DWD3URYLGHU’ icon then select the ‘$VVLJQ�4XHU\���4XHU\�9LHZ’ icon. Press the 5ROH button and choose '%:��5� �8QLW����%([�$QDO\]HU� �3URGXFW�$QDO\VLV��30B352'8&76�. Click 2SHQ to return to the properties dialog. Then select 2..

2-4 Select “8VH�)RUPXODV” and deselect “$SSO\�)RUPDWWLQJ” in the Analysis Grid Properties Screen. Close the properties dialog, and leave the Design Mode to view results.

2-4-1 In the properties dialog select “8VH�)RUPXODV” and deselect “$SSO\�)RUPDWWLQJ” in the Analysis Grid Properties.

2-4-2 Click 2. to close the properties dialog.

2-4-3 Press the icon ‘([LW�'HVLJQ�0RGH’ to display the query result.

2-5 You should now remove the results for the 2UGHUV����� key figure by deleting the 'B' column using standard Excel functions. This will move the 2UGHUV����� key figure to cells B23 to B28. +LQW��You may need to select a cell outside the result area before selecting column B for deletion.

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2-5-1 Select column ’B’ and then choose from the ([FHO menu bar (GLW� �'HOHWH.

2-6 Create an Excel Formula to display the sum of the ‘2006 Orders’ in cell B30. The formula is 680�%���%��� 2-6-1 Highlight cell B30 and type in 680�%���%������The total of the order values now

displays in cell B30.

2-7 Add the Euro currency symbol ‘¼¶�WR�WKH�µ�����2UGHUV¶�YDOXHV�E\�XVLQJ�([FHO�FHOO�formatting. Use the number category ‘Currency’ then choose the entry which puts the Euro symbol behind the order value. i.e. ¼�(XUR������¼���,W�GRHVQ¶W�PDWWHU�ZKLFK�ZD\�\RX�FKRRVH�to express negative values.

2-7-1 Mark all the order value cells then use menu option )RUPDW�Æ�&HOOV�Æ�1XPEHU�Æ Choose category &XUUHQF\. From the symbol drop down box select ¼�(XUR������¼�.

2-7-2 Select 2. when done, the order values are now displayed with the Euro symbol behind.

2-8 Format your entire table with Font $ULDO and Style %ROG

2-8-1 Highlight all cells in the table then select the menu option )RUPDW��&HOOV��)RQW, then choose font $ULDO and style %ROG��

2-9 Insert a second Analysis Grid at cell '�� which uses a new DataProvider assigned to query 2UGHUV�$QDO\VLV��30B25'(56� which can be found under 5ROHV� �'%:��5� �8QLW����%([�$QDO\]HU. 2-9-1 First highlight cell '�� then click on the ,QVHUW�$QDO\VLV�*ULG icon in the Design

Toolbar. An Analysis Grid symbol appears in the cell.

2-9-2 Hover over the table item until you see the hand appear, then left click the mouse button to bring up the properties dialog.

2-9-3 Click on the ‘&UHDWH�'DWD3URYLGHU’ icon then select the $VVLJQ�4XHU\���4XHU\�9LHZ icon. Press the 5ROH button and choose '%:��5� �8QLW����%([�$QDO\]HU� �2UGHUV�$QDO\VLV��30B25'(56�. Click 2. to return to the properties dialog.

2-10 Select “8VH�)RUPXODV” and deselect “$SSO\�)RUPDWWLQJ” in the Analysis Grid Properties Screen. Close the properties dialog.

2-10-1 In the properties dialog select “8VH�)RUPXODV” and deselect “$SSO\�)RUPDWWLQJ” in the Analysis Grid Properties.

2-10-2 Click 2. to close the properties dialog.

2-11 Exit the Design Mode to display the query results.

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2-11-1 Press the icon ‘'HVLJQ�0RGH’ to display the query result.

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2-12 Create a new calculated key figure "deviation" based on Excel formulas. Enter the title “ Deviation” into cell G11. The formula for G12 is �)���(����(��. The formula for G13 is �)���(����(�� and so on.

2-12-1 Highlight cell G11 and type in ‘Deviation’ as the heading.

2-12-2 Highlight cell G12 and type in the formula �)���(����(��, repeat this for all other cells in the table remembering to change to formula to correspond to the reference cells.

2-13 Create an exception for the deviation column by using Excel formatting. Use Custom category for cell formatting and type in >*UHHQ@>!�@�����>5HG@>����@�������

2-13-1 Mark the corresponding deviation cells, go to Format Cells Æ Number Æ Custom and type in [*UHHQ@>!�@�����>5HG@>����@�������

2-13-2 Select OK to close formatting dialog and display the colorful results.

2-14 Use Excel formatting to create a blue color frame around the entire table result, including the headers.

2-14-1 Highlight the corresponding cells, go to )RUPDW��&HOOV��%RUGHU then first select the color blue from the drop down list then select the presets 2XWOLQH and ,QVLGH����

2-14-2�� Select 2. to return to close the dialog.

2-15 Add the Euro currency symbol ‘¼¶�WR�WKH������DQG������RUGHU�YDOXHV�E\�XVLQJ�([FHO�FHOO�formatting. Use the number category ‘Currency’ then choose the entry which puts the Euro symbol behind the order value. i.e. ¼�(XUR������¼���,W�GRHVQ¶W�PDWWHU�ZKLFK�ZD\�\RX�FKRRVH�to express negative values.

2-15-1 Mark all the order value cells for 2005 and 2006 (not deviation) then use menu option )RUPDW�Æ�&HOOV�Æ�1XPEHU�Æ choose category &XUUHQF\. From the symbol drop down box select ¼�(XUR������¼�.

2-15-2 Select 2. when done, the order values are now displayed with the Euro symbol behind the value.

2-16 Use Excel to add a 3D split Pie Chart which displays only the 2005 orders.

2-16-1 Highlight the cells (the three columns in D,E,F 11 - 16) and select Æ ,QVHUW�Æ�&KDUW�

2-16-2 Use the excel Chart Wizard and select a 3D split pie chart type. Be sure to select only the Orders 2005 for the data series.

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2-17 Add some images and any other formatting to your workbook. In order to get the images go to 2SHQ�:RUNERRNV�� �5ROHV�� ��'%:��5�� �8QLW����%([�$QDO\]HU and open the workbook “ IPDJH�/LEUDU\” . Copy and paste any desired images to your workbook.

2-17-1 Press the Open icon in the BEx toolbar and select Open Workbooks

2-17-2 Press the 5ROHV button and find the ‘,PDJH�/LEUDU\’ workbook under '%:��5� �8QLW����%([�$QDO\]HU. Open it.

2-17-3 Copy and paste any images to your workbook and position and resize the images appropriately.

2-17-4 Think about any other formatting which may improve the look and feel of the report, perhaps remove grid lines, remove row and columns headers (look under Tools > options), add some background color, put a bold line above the totals value.

2-18 You want to ensure the workbook is always refreshed on opening and also you want to make sure no-one can change the workbook design settings you have made in previous steps. Make the appropriate settings under properties to achieve this.

2-18-1 Select the icon ‘workbook settings’ from the BEx Design toolbar. Mark the check box to ‘UHIUHVK�ZRUNERRN�RQ�RSHQ¶�and ‘SURWHFW�ZRUNERRN’

2-18-2 Enter the password ‘ZHOFRPH’ and repeat this.

2-18-3 Select the 2. button to close the dialog.

2-19 Save the workbook into your )DYRULWHV under the name ‘2UGHUVB$QDO\VLVB��’ (## represents your group).

2-19-1 Select the icon ‘6DYH’ from the BEx toolbar.

2-19-2 Select the menu option ‘6DYH�ZRUNERRN’ and enter the name ‘2UGHUVB$QDO\VLVB��’ (## represents your group).

2-19-3 Select 2. to save the workbook.

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n

You can see from the slide above that the Broadcaster is an integral part of the BEx Suite. n

This means that the BEx Broadcaster is integrated with all BEx Web tools, the BEx Analyzer and also the Query Designer.

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n

Broadcasting is not restricted to one method. You can choose the VRXUFH of the data, the IRUPDW of the data, the WDUJHW DXGLHQFH, the broadcast FKDQQHO and, of course, the WLPLQJ of the broadcast.

n There is also a Wizard to help you work through the settings. n

BEx Broadcasting was first introduced with BW 3.5. n

With NW 2004s there have been some major additions to this functionaliity, including new channels, new source objects, new formats and tighter integration with the Portal.

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For NW BI 2004, the new features of Information Broadcasting have made the Reporting Agent completely redundant. This means that now there is a single consistent environment for the maintenance of many BEx-based tasks that require scheduling���

n 2EMHFW�7\SHV�are the various objects whose contents can be broadcast. The valid types are Queries,

Query Views, Web Templates, BEx Reports and Workbooks. n

'LVWULEXWLRQ�7\SHV�specify to where or how the distribution is to be made. The valid types are Email, Portal, Printer, Email Bursting (derive email address via master data), Exceptions, Multi Channel, Pre-calculation Store, Value Set, OLAP Cache and MDX Cache.

n 2XWSXW�2SWLRQV�are available for the valid combinations of object type and distribution type. Not every

output option is valid with every combination. The various output options are MHTML (multi part HTML, includes all embedded objects within a single file), HTML, Online link to current data, Printers (PS - Post script or PCL - Printer Common Language), PDF Files, Exceptions, HTML precalculation store, OLAP cache and MDX Result Set.

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The Broadcaster is tightly integrated into the NetWeaver Portal. n

NW 2004s delivers a new BI role for Portal-based access to the Broadcaster. This means you can not only use the Portal as a means of DFFHVV for the broadcast report but also take advantage of the FROODERUDWLRQ features of the Portal such as rating, feedback, search etc.

n .0�6HUYLFHV�FDQ�EH�XVHG�RQ�DQ\�EURDGFDVWHG�GDWD��UHJDUGOHVV�RI�LWV�SK\VLFDO�VWRUDJH�ORFDWLRQ��DV�ORQJ�DV�LW�LV�DFFHVVLEOH�YLD�D�5HSRVLWRU\�0DQDJHU���

n Available KM Services depend on the capabilities of the Repository Manager that is used. n

.0�6HUYLFHV�FDQ�EH�XVHG�RQ�DQ\�%,�REMHFW�WKDW�LV�EURDGFDVWHG�WR�D�.0�)ROGHU��o via the &0�5HSRVLWRU\�0DQDJHU for broadcasted BI queries, reports, workbooks, query views and

web applications in PDF, HTML etc. o via the 5HSRVLWRU\�0DQDJHU�IRU�%,�0HWDGDWD for broadcasted online links to BI queries, reports,

query views and web applications.

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The Broadcaster is able to broadcast data from either SAP sources or non-SAP sources. n

Using the Universal Data Integration (UDI) features, you can extract non-SAP data using Java connectors. This data does not even need to physically reside in the NW BI. The Broadcaster can read non-SAP data at the time it is needed for the broadcast.

n This external data can then be broadcast to the NetWeaver Portal where extensive collaboration features

are available.

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n

The BEx Broadcaster can be accessed from a variety of BEx tools:

y BEx Query Designer

y BEx Analyzer (workbook)

y BEx Web Analyzer

y Web Application Designer

y Portal

y BEx Report Designer n

Regardless of the access point, the Broadcaster settings are consistent. Once you learn how to setup a Broadcast, you should be able to do this from any of the BEx tools.

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The first screen you see when accessing the Broadcaster offers you possibilities to create a new broadcast either with or without the %URDGFDVW�:L]DUG.

n The context menu (right mouse click) on each setting allows you to ‘Execute’ the Broadcast

immediately but ‘Dispatch’ allows you to schedule the run. n

In the upper part of the screen, a list of previously created settings are displayed for specific Reporting Objects i.e., queries, web templates, and workbooks.

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n

The Wizard is intended for less experienced users who may not need all the detail settings of the Broadcaster.

n The Wizard simplifies the creation of a broadcast by stepping the user through each parameter in turn. n

For more experienced users the creation can be done without the Wizard. This means you are able to create the settings in the sequence you desire.

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n

The slide above presents the three main steps to create a new broadcast setting (QRW using the Wizard)

y Choose ‘Create New Setting’

y Maintain the properties of the setting (details on the following slides)

y Determine scheduling settings n

If you want to broadcast immediately, then you simply select the button marked ‘([HFXWH’ . You do not need to maintain the scheduling settings.

n If this is a one time broadcast, then the settings do not need to be saved.

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n

For Web Templates, Queries and Query Views:

y The only ‘Output Format’ which supports filtering is ‘HTML with Separate MIME Files’ (which requires zipped files). Filtering in a query which has sales for six different Divisions, for example, would result in six separate files by Division within the one zipped file.

y Both ‘HTML’ and ‘HTML with Separate MIME Files’ generate static views with the web ‘look’ i.e.,. Styles. They also generate a URL for the Broadcast setting in the E-Mail.

y The ‘Online Link’ E-Mails the URL for the query which can then be conveniently launched and navigated as usual.

n For Workbooks:

y There is no filtering option.

y The third tab is called 3UH�FDOFXODWLRQ and that is where the appropriate pre-calculation server is selected.

y Under the 2XWSXW�)RUPDW dropdown you can select:

- HTML (zipped)

- HTML

- HTML as Separate MIME File (zipped)

- Online Link

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- The Output Formats for Workbooks are:

MS Excel Workbook

MS Excel Workbook (zipped)

Page 331: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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n

For SAP users and ‘Users in Roles’ , their e-mail addresses and the communication type ‘E-Mail’ are required in transaction code SU01.

n For background processing, the ‘Authorization User’ setting can be used to assess date format and

OLAP authorizations. Leave the field ‘Authorization Users’ empty if the user name is irrelevant to the generation of the document. In this case, the system uses the current user and their authorizations in the execution of the settings.

n If the document is created in the foreground, the logon language is used unless you specify differently.

If background processing is used, the language in the setting is used. n

User Specific: Select this setting if you want to generate the document to be user-specific. The system generates the document for each of the specified recipients with their personal settings (date format, language) and data authorizations. Recipients that are only specified with e-mail addresses are excluded from this.

n Note: There is quick text help for each of the settings which is available when you ‘hover’ the mouse

over the setting.

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n

BEx Information Broadcasting allows you to precalculate BEx Web Applications, queries and workbooks and to distribute them into the SAP Enterprise Portal. Furthermore, you can generate online links to queries and Web applications and then publish them in the Enterprise Portal. The BEx Portfolio, based on Knowledge Management, forms the central entry point for access to business intelligence information in the SAP Enterprise Portal. Export into the Enterprise Portal is an option for distributing BW objects. You can put the precalculated documents or online links in a collaboration room or in a KM folder. The KM folders 3HUVRQDO�'RFXPHQWV and 3XEOLF�'RFXPHQWV are especially useful. If you have assigned Business Explorer Roles in the portal then you can access these files from the iViews 0\�3RUWIROLR and %([�3RUWIROLR.

n For the fields in the Text Tab:

y Subject: Enter a subject line for the e-mail manually or use a text variable from ‘Attach Text Variable’ . The text can be up to 50 characters long.

y Importance: Select the desired importance of the e-mail (low, medium, high).

y Contents: Enter text for the contents of the e-mail manually or use a text variable from ‘Attach Text Variable’ . When sending online links, the system automatically adds a link to the text of the e-mail if it is not part of the text via the variable PR_ONLINE_LINK.

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)LOWHU�QDYLJDWLRQ�7DE,I�\RX�SUHFDOFXODWH TXHULHV�\RX�FDQ�DXWRPDWLFDOO\�JHQHUDWH�ILOWHU�QDYLJDWLRQ�E\�FKRRVLQJ�WKH�FRUUHVSRQGLQJ�FKDUDFWHULVWLFV�,Q�RUGHU�WR�XVH�WKLV�IXQFWLRQ�IRU�ZHE�WHPSODWHV��D�QDYLJDWLRQ�DUHD�ZHE�LWHP�KDV�WR�EH�LQFOXGHG�LQ�WKH�WHPSODWH�

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n

Any characteristics in the query but not in the filter pane can be ‘filtered on’ . n

If ‘Add Unfiltered View’ is selected, an overall view will be pre-calculated of all values in the results set.

n Characteristics are either filtered individually or with a control query. For each characteristic

combination that occurs in the control query, a separate filtered document is calculated in a manner similar to the pre-calculated web reports.

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n

You can integrate business-relevant content from SAP BI seamlessly into an SAP Enterprise Portal. The SAP Enterprise Portal enables you to access applications from other systems and sources, such as the Internet or intranet. Using one entry point, you can reach both structured and unstructured information. In addition to content from Knowledge Management, business data from data analysis is available to you from the Internet and from the Intranet.

n The integration of SAP BI content into the SAP Enterprise Portal enables you to work more closely and

more promptly with company colleagues when you need to do so. For example, this can help when you need to insert notes and commentary for key figures and reports, run approval processes automatically, and in doing so, take part in decisions within a broad company context.

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n

The end users that have created settings in the BEx Broadcaster for precalculation and distribution can specify when scheduling their Broadcast settings that the precalculation and distribution be executed whenever there is a data change in the underlying InfoProvider of the scheduled object (query, web template or workbook).

n The definition of times for scheduling Broadcast settings enables end users to select these SUHVHW times

that determine when precalculation and distribution of BW objects should be executed. The preset times are defined by administrators. The method to create these preset time will be covered in a later lesson.

n The ‘Periodic’ option can be set up to run 1 or more times per day, week or month. This could be useful

if you know you want to receive some reporting data for a finite number of weeks. After that, the broadcasts should stop.

n Scheduled broadcasts with ‘Independent as HTML’ as Output Format also have a URL in the e-mail

which provides a link to the setting.

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n

You set up the mail server in the SAP Web Application Server. Choose the node 6073 (simple mail transfer protocol) under 6$3&RQQHFW��$GPLQLVWUDWLRQ (transaction SCOT).

n SAP Connect provides a standard interface for external communication, which supports sending with

telecommunication services, such as FAX, text message (pager/SMS), Internet mail and X.400, as well as sending to printers and between different SAP systems. It enables external communication components to be connected to the SAP system.

n SAP Connect provides a direct connection to the Internet using the SMTP plug-in of the SAP Web

Application Server. This enables you to send and receive Internet mails without the need for an additional external communication system, as well as faxes and text messages (pager/SMS). The SMTP plug-in is available for Internet mail as of SAP Web AS 6.10, and for fax and text messages (pager/SMS) as of SAP Web AS 6.20.

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Page 340: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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p

Within the variant for the process type (YHQW�'DWD�&KDQJH you can either:

y Enter the individual InfoProvider directly using the value help for the InfoProvider field.

y Or determine the InfoProvider using the process chain by highlighting the variants of the process chain that are to be considered (as above). This is possible for variants that apply to one of the following process types:

- Execute InfoPackage (LOADING) (as above in the slide)

- Activate ODS object data (ODSACTIVAT)

- Update ODS object data (further updating) (ODSPROCESS)

- Read PSA and update data target (PSAPROCESS) p

You need to activate and schedule the process chain. Then the end user can choose ([HFXWLRQ�ZLWK�'DWD�&KDQJH�LQ�,QIR3URYLGHU and can specify the desired InfoProvider during scheduling of their broadcaster setting.

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p

The end result is that the users that have created settings in the BEx Broadcaster for precalculation and distribution can specify when scheduling their Broadcast settings that the precalculation and distribution be executed whenever there is a data FKDQJH in the underlying InfoProvider of the scheduled object.

p If the InfoProvider is not being checked for data changes in a process chain then it will not appear in the

Broadcaster setting for selection (above dialog).

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Defining background jobs can be found off the easy access menu via: Tools # CCMS # Background Processing # Define Jobs.

p You can define and schedule background jobs in two ways from the -RE�2YHUYLHZ:

y Directly from Transaction SM36. This is best for users already familiar with background job scheduling. Also, the ‘Exec Target’ can be used to specify the server for the job to be run on.

y The Job Scheduling Wizard. This is best for users unfamiliar with SAP background job scheduling. To use the Job Wizard, start from Transaction SM36, and either select *RWR # -RE :L]DUG�or simply use the Job Wizard button.

p Jobs are classified according to priority and job type.

y $ Jobs have high priority whose execution is absolutely necessary for further processing. Class A jobs are always processed before jobs of other classes. If the system has several background work processes, the background processing system reserves at least one process for the processing of A jobs.

y %: Jobs that should be run at regular intervals, for example, jobs transferring performance statistics. Class B jobs are processed before class C jobs.

y &: Jobs that neither fit into class A nor in class B and that do not require a higher priority. Class C is the default class.

p To be able to enter class A and B, you must have an authorization for the authorization object %DFNJURXQG�SURFHVVLQJ��EDFNJURXQG�DGPLQLVWUDWRU.

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p The job 0867 start with 73B%52$'&$67,1*B ��ZKHUH� �LV�UHSODFHG�ZLWK�\RXU�MRE�QDPH�HQGLQJ�����

p If you do not use these characters then the Broadcaster cannot detect these jobs as valid time points for

scheduling.

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The following values are supported for Information Broadcasting:

y Daily

y Weekly

y Monthly

y Other periods (only based on Day/Week/Month)

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Enter the ABAP program (press ABAP Program button) 565'B%52$'&$67B)25B7,0(32,17��then press 6DYH.

p As a result, you have defined various background jobs that trigger the scheduling the Broadcast settings

for preset times. p

SM37 can be run to see your released jobs.

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p

As a result, the user can broadcast at pre-defined time-points. p

Independently of the predefined time-point settings shown on the previous slides, it is also possible for a user to create their own scheduling settings with a finite number of runs.

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p

As well as distribution by e-mail, exception broadcasting also uses the Alert Framework which offers more features for alert management than the traditional Reporting Agent.

p The Reporting Agent has been completely replaced by the Information Broadcaster. p

The Reporting Agent is still available in NW BI 2004s, but the menu options have been removed from the RSA1. You can still get to the function by entering the transaction code 5(3257,1*B$*(17.

p No migration tools are planned for the old Reporting Agent exception settings to the new Information

Broadcasting exception settings. p

Prerequisite for broadcasting based on exceptions is that the underlying query must contain the exception rules (just as before).

p Managing BW exceptions via the Alert Framework was available in BW 3.5 (using the Reporting

Agent). What is new for NW BI 2004s is that the Information Broadcaster replaces the Reporting Agent.

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You must have an exception in a query as a prerequisite. p

The above example shows two 'LVWULEXWLRQ�7\SHV��The first example is sent as a simple email and the second as an alert (using the Alert Framework).

p In the 6HOHFWLRQ�&ULWHULRQ settings, choose the whole exception or just a level of the exception (if you

want to be more specific). p

Enter either the Exception name or Exception name and level in the 9DOXH dropdown.

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For emails distribution type you must decide how much exception information you want to broadcast. You can broadcast either an overview or detail in the 'RFXPHQW�7\SH��

p Decide whether you want to broadcast text, text with technical names of the objects or XML in the /D\RXW dropdown. XML could then be processed by an external application.

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p

Choose the Alert Category for the exception broadcast. p

In the above slide we can see that the broadcast setting can use the GLVWULEXWLRQ�FKDQQHO and FRXQWU\ values in the text of the broadcast. These are available because they have been specified in the Alert Container for the Alert Category and mapped to query characteristics (see later slide for details on Container creation).

p Also the recipients can be specified directly in the broadcast setting or they can be transferred from the

Alert Category recipient determination.

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p

Now we look at how to setup an Alert Category in the Central Alert Server (access via the BI backend). p

You can access the Alert Category Definition with transaction ALRTCATDEF or via the IMG. p

Allocate the new Alert Category to the desired classification (on left side of screen). You can create your own classifications. Choose a name and make other optional settings.

p There is very good documentation which explains each of these optional (and useful) settings in detail.

The documentation can be downloaded in the Service marketplace under the folder AS Alert Framework.

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p

Create container elements in the Alert Category (second tab from left) which you use to transfer the query values to the broadcast setting so that you can display these in the exception.

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p

Enter the long and short text for the alert. p

Do not forget that you can use variables as placeholders for useful system information (such as date and time) and also for business data values (country, company code etc).

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+HUH�\RX�FDQ�HQWHU�D�WH[W�IRU�D�VXEVHTXHQW�DFWLYLW\�

p

If you want to provide a convenient link to an additional resource from within the exception (i.e., link to an advanced web report with full navigation features for detailed analysis of why the exception occurred) you can do this by checking in the URL to the web report into the Alert Category.

p You can also provide a description of the link to the user.

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p

If you have not assigned users directly in the broadcast setting then you can assign them using the Alert Category settings using the button above.

p You have three options:

y You can assign fixed users by specifying their SAP user IDs

y You can specify roles so that each user who is assigned to that role receives the broadcast

y You can allow the users to decide if they want to subscribe to the broadcast (or unsubscribe), by specifying the roles here.

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p

Configure the Universal Worklist (UWL) in the portal in order to identify the BI systems that should send their exception broadcast to the UWL.

p In this example, the BI system is specified as IDDCLNT003. p

The Alert Framework connector type is Alert Connector. p

You can receive alerts from different BI systems into one UWL.

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p

Access to the UWL is via the BI role in the Portal. Simply click on the UWL link to see your personal worklist which may now show any alerts from the BEx Broadcaster.

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p

The UWL is a centralized repository where alerts from the BEx Broadcaster exceptions and other workflow items from various systems can arrive in one place and wait for a user’ s attention.

p It is possible to determine an expiration date for Broadcast via the Alert Category setting. p

In the UWL we can now see the placeholders filled with real values from the broadcast (country and distribution channel).

p Links are also shown to the broadcast setting, and to the additional detailed web report. p

Various actions are available for the workflow items.

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SULQWHU� &DUU\�RXW�PXOWL�FKDQQHO�EURDGFDVWLQJ� 3RSXODWH�D�9DOXH�6HW�IURP�WKH�%([�%URDGFDVWHU� 3RSXODWH�WKH�2/$3�DQG�0';�FDFKH�IURP�WKH�%([�

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� $V�ZHOO�DV�EURDGFDVWLQJ�IURP�ZHE�EDVHG�UHSRUWV��\RX�DOVR�ZDQW�WR�EH�DEOH�WR�EURDGFDVW�IURP�WKH�%([�$QDO\]HU�ZRUNERRNV�DV�\RXU�RUJDQL]DWLRQ�XVHV�ERWK�RI�WKHVH�UHSRUW�W\SHV��<RX�QHHG�WR�OHDUQ�ZKDW�LV�VSHFLILF�WR�WKH�EURDGFDVW�VHWWLQJV�IRU�ZRUNERRNV�

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p

In BW 3.5, user-specific broadcasts using the authorizations defined in the BW system of each user was possible. The problem is that some of recipients may not be named users within a BI system and may be in locations where no SAP system exists, but we still want to broadcast only filtered and relevant BI data to them. With BW 3.5 features this would be very complicated to set up.

p With BI there is a new Broadcasting feature called Data Bursting. You can now use master data

attributes to store the e-mail addresses of the broadcast recipients. p

With Data Bursting, you specify how to filter the query for the broadcast (&RXQWU\ is chosen in the slide above), then you choose the attribute of &RXQWU\ that stores the e-mail address of the recipient. The recipient only receives the data for their own country. This means you can broadcast even to those recipients who do not have a user in the BI system. But the key aspect of this feature is that you are broadcasting a filtered report to the recipient.

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You must setup the e-mail address as an attribute of the country and make sure you have loaded them all.

� In the graphic above is shown how the e-mail addresses have been maintained for each country. These

will be used by the Broadcaster to send the broadcast. �

In the broadcast setting, make sure you select the correct attribute from the drop down list, as all attributes will be shown.

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6HQG�'RFXPHQW�8QFKDQJHG� 7KH�UHFLSLHQW�OLVW�LV�UHWULHYHG�YLD�WKH�PDVWHU�GDWD�DQG�HYHU\�UHFLSLHQW�

UHFHLYHV�WKH�VDPH�GRFXPHQW��$WWULEXWH�IRU�5HFLSLHQW�'HWHUPLQDWLRQ� (YHU\�UHFLSLHQW�UHFHLYHV�MXVW�WKH�YLHZ�RQ�WKH�GDWD�UHOHYDQW�IRU�KLP�KHU�

We also have the option to send the entire results set to each recipient rather than filter the data by the filter characteristic.

� In the above example, we are highlighting the setting that would be used to broadcast the data for DOO

countries to DOO email recipients.

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Broadcast to any printer that is connected to SAP environment. �

Broadcast to any printer based on Post Script (PS), Printer Common Language (PCL) or Adobe PDF. �

The list of printers is displayed in the drop down list according to the choices you have made for the printer type (Postscript etc).

� Choose a printer from the list to schedule broadcast to that printer‘s queue. �

The Adobe Document Service is used to generate the necessary format. �

Printers can be set-up in SAP AS: SAP Menu Æ Tools Æ CCMS Æ Print.

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After you have selected the printer specifications, you can then specify the layout settings under the /D\RXW tab.

� US and European page formats are supported. �

Under the +HDGHU�)RRWHU tab you can make the settings for the header and footers. �

Each header section is made up of three sections (left-right-middle). You can choose whether you need all or some of these sections and determine what content should appear in these sections. Options could include page number, date, time, report name, etc.

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The Multi-Channel Broadcasting feature allows you to create and schedule a broadcast for which there are multiple distribution types. This reduces the maintenance effort.

� In the above example, we are broadcasting a PDF document via email to the Portal and also to a printer. �

You only select the output format once and this is used by all the distribution types you have specified in the settings.

� You need to maintain each of the details parameters for each of the distribution types.

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Value sets have been available since BW 3.x. A value set is a permanent storage of reusable characteristic values which are extracted from an InfoProvider via a scheduled query. The setup of a value set was done in the past with the Reporting Agent. Common uses of value sets include ABC classification of customers, Top N Regions, etc.

� The extracted data is stored on the BI server in a value set. This data waits until a query is developed

which uses the value set data. The value set data is retrieved via a special type of variable defined in the query. Value Sets can really improve query performance (because the query uses pre-extracted data), though it is important to recognize that the value set data represent a snapshot in time. A refresh job must be scheduled frequently in order to update the value set data.

� For NW 2004s BI, the generation of the value set data has switched from the Reporting Agent to the

Broadcaster. We now have a new distribution type called Precalculated Value Set. �

Value set maintenance is still possible using the Reporting Agent (via transaction code REPORTING_AGENT), but new developments for value sets should be done in the Broadcaster.

� The variable can be ready for input and you can select different value sets in the variable screen at the

query runtime. �

The value of this variable is the value set ID created in the Broadcaster setting.

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Pre-fill OLAP or MDX cache so that when a query is run that uses the same result set as filled in the cache, the performance of the query will be improved.

� This type of broadcast can be scheduled after loading new data to the InfoProviders so that the cache is

refreshed with current data. �

MDX cache is used by Crystal Reports. If you develop your own formatted reports using Crystal Enterprise then you can use the MDX cache and pre-fill it using this broadcast setting.

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Again, this feature has been available since BW 3.x. Precalculation of web templates provides an opportunity to schedule the execution of a query so that the resulting data or HTML or both can be created and stored ready for use the next day. The benefit is that the reporting performance is dramatically improved for the user. Of course, we need to bear in mind that the precalculation represents a snapshot of the data and may not be up to date. Regular scheduling of the precalculation is necessary to keep the data fresh.

� Maintenance of precalculated web templates setting is still possible using the Reporting Agent (via

transaction code REPORTING_AGENT), but new developments should be done in the Broadcaster.

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� �

3UHUHTXLVLWHV�IRU�VHWXS��y Install Microsoft .Net Framework (installed with SAP Frontend)

y Install SAP GUI 6.40

y SAP Netweaver BI Frontend 2004s (BI Add-On).

y Install Microsoft Excel 2000 or higher �

0DLQ�VWHSV�IRU�VHWXS��y Install the pre-calculation software that is part of BI Add On.

y After Finishing the installation go to the Services Window of your operating system

y Search for Service called SAP BW PRECALCULATION SERVICE 7.0. Double click on the service.

y Enable Automatic as Startup type

y In the logon tab, mark the checkbox “Allow service to interact with desktop”.

y (Step 3 on the slide) Log on to the BW system from the PC where you created the settings above and enter transaction RSPRECADMIN in order to &UHDWH�3UHFDOFXODWLRQ�6HUYHU�

y Enter the technical name of the server (max. 10 characters) and a description. The description is language dependent and appears in the BEx Broadcaster during selection of a special precalculation server. The precalculation server, which from a technical viewpoint is an RFC server, appears in the list.

y Start the Windows service 6$3�%:�3UHFDOFXODWLRQ�6HUYLFH. The precalculation server is ready and the status display of the precalculation server shows a green light. You can now see the server in the Broadcaster setting dialog for a workbook precalculation distribution type.

� There is a log available to do trouble shooting. From Customizing (transaction SPRO): SAP Reference IMG #

SAP NetWeaver # SAP Business Information Warehouse # Reporting-relevant Settings # General Reporting

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Settings in Business Explorer # Administer Precalculation Server # Select the ‘Documentation for the Server’ icon # Display the Front End Log.

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Step 1 is carried out from a VDYHG workbook (i.e. not a temporary workbook) from the 7RROV option in the BEx tool bar.

� Step 2 will launch the Broadcaster. Then, the user selects a workbook and creates a new setting. Choose

whether you want to send the precalculated workbook as an e-mail or whether it should be published in the Portal. If you wish to distribute the workbook as a ZIP file, select =,3�ILOH� y Select the :RUNERRN�3UHFDOFXODWLRQ�tab page.

y If the workbook contains variables, you can enter the desired variant, the data of which is used to precalculate the workbook, in the 9DULDQWV field.

y Specify which precalculation server should be used. If the system should use the first available precalculation server from the pre-calculation servers set in Customizing, then highlight 6HOHFW�$XWRPDWLFDOO\.

y If the system should use a special precalculation server, then highlight 6SHFLDO�6HUYHU and specify the server.

y If this special server is not available then the system terminates.

y As needed, check your settings using the &KHFN button and choose 6DYH� y Enter a technical name for the broadcast setting and select 7UDQVIHU� The new setting appears in the

overview in the upper area of the BEx Broadcaster.

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y If you would like to immediately distribute the broadcast setting for the workbook, select ([HFXWH. A new browser window appears that displays the processing status of the broadcast setting. If you would like to close the window, choose &DQFHO�

y If you would like to distribute the broadcast setting for the workbook at a specific time or with data change, select 6FKHGXOH.

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SURFHVVHG�ZLWK�WKH���[�YHUVLRQ�RI�WKH�%URDGFDVWHU�� ,I�\RX�XVH�WKH�QHZ�%URDGFDVWHU�

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� �"�N�����������;� �|���O�]�=�K�0�0�`�c�|�0�;��¬E����­7®®��;� �)�O��� �A�O�¯�Z���)��°7���J�£��� � ���c�N�O�.�O¤���_�_�0�°|� �=���«���£±A¬³²)´��¯¬3­¶µH¨j���N������������N�.�.�;� �|�O�O�]�«�·�������c�|�A� �`¬:��|­¶®.®� � ���O�«� �N����¨

� ¸N¬¹ª�¨ ©�¸��J���������O�����;�0�`�0�)�º���K���0� ¦ �.�.°¯�A�Z»O�����N»j���O��£���£�����0�|���¼��� ¦ �A�]�¨)½c�0���_����_��0����O����0���.¨

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2EMHFW7\SH� Query, Template & Workbook2EMHFW,'� Query ID / Template ID / Workbook ID(YHQW7\SH� DataChange or TimePoint(YHQW,'�� InfoProvider or TimePoint name

$GPLQLVWUDWRU�$XWKRUL]DWLRQV�IRU�%URDGFDVWLQJ�DUH�PDLQWDLQHG�YLDWKH�H[LVWLQJ�DXWKRUL]DWLRQ�REMHFW�6B56B$'0:%¾ 7KH�ILHOG�56$'0:%2%-�KDV�EHHQ�HQKDQFHG�ZLWK�%5B6HWWLQJ�

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With the S_RS_BCS authorization object you can determine which users are able to schedule broadcast settings for execution, and in which ways. (All of the comments below relate to S_RS_BCS.)

� The online execution of broadcast settings only requires authorization for executing the underlying

reporting object (for example, the Web template). �

Any user is able to schedule directly in SAP background processing if they also have the authorization to create background jobs.

� If a user has to make settings to execute broadcast settings under the name of another user (for example,

user-specific calculations), authorization for background scheduling for another user is also required. �

2EMHFW�W\SH determines the reporting object on which the broadcast setting is based: Web template +7��Query 48��MS Excel workbook :%�

� 2EMHFW�,' contains the technical name of the reporting object, for example, the technical name of the

query. With a workbook, the :RUNERRN�,' serves as the technical name. �

(YHQW�W\SH describes the type of event that is to trigger registration of the broadcast setting: Change to data for the underlying InfoProvider '&��Time pre-defined by the administrator 73�

� (YHQW�,'�contains the identification of the event. In the case of changes to the InfoProvider data, this is

the technical name of the InfoProvider. With times predefined by the administrator, this is the part of the job name after the prefix ’TP_BROADCASTING_’, for example, EVERY_MONDAY2AM for the job name ’TP_BROADCASTING_EVERY_MONDAY2AM ’.

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ODXQFK�LQ�WKH�%URDGFDVWHU�DQG�PDLQWDLQ�VHWWLQJV�IRU�WKHP"À µ�� ��®�� �� �­Á�O�«���.�Z� Â��)�Z� �A� ¦ �.�"�O���� ���N�UÃ_���O�A�O�O�0����A¨¿ :KLFK�%URDGFDVWLQJ�6HWWLQJV�RI�D�EDVLV�REMHFW�FDQ�EH�GLVSOD\HG��FKDQJHG�RU�

GHOHWHG�E\�DQ�HQG�XVHU"�ÀÅÄ �O��_�¯°|� ���0�c���.­���¡��K��­¯�)�«���A�«� Â������ �A�O�`����|���`�Z�� �`�c���   ¦ �c�.�=�0��;�c��°|�£¸��=����������)���K���Æ ���º���;�0�0�¨

ÀÅÄ �O��_�¯°|� ����­H�.¡¥�K��­Ç�O�����.��� Â������ �c����È Æ.ÉNÊMÆcÉ ­¶µ�˶¬Ì¸�°�� ����Í;¸ Ê.ÉÆ �O�]�«�;����Í Î�������.�|����� � ¦ �A����;�j�����º��� ���0�`Èa­��)�«� ¤.� �]  ¦ �c�N�c� �.®�� �O )Ï]�����������7°��;�K�O�O�|���0�O��»��0�ÎJ¨

¿ :KHQ�ZLOO�DQ�HQG�XVHU�EH�DEOH�WR�EURDGFDVW�D�VHWWLQJ�GLUHFWO\"��L�H���([HFXWH³��À ±M�����0�|����=�0�c�X� Â��)��� �.���_����©�������]���=���£������� �`�A�UÃ_���)�=¨ÀÅÐ ¦ �«�0�� ¯°¯����.�J�¥®��_�0Ñ·���� ���� ���J�7°�� �Z����«�0��N������_����������c�Z� Â?���«� �.����Ò��Z�O�� b���O�����Z�0������«���c��� Â?�O�=� �N���J�£���Ó�O�O�J�����0���O���N��;�;�0� ¦ �A�c��=����_��¨

À ½�¥�Z���������O��"�)�����J�������]��� ���������O�O £���0�0�|����¡Ó�;�����O�=���c�Z� Â��O�«� �N�7°|� �=���0�?��� ¤.� �º `Ô��)©�������_��Õ)¨¿ :KHQ�FDQ�DQ�HQG�XVHU�UXQ�EURDGFDVWLQJ�VHWWLQJV�RQ�GDWD�FKDQJH�HYHQWV�RU�

SUH�GHWHUPLQHG�WLPH�SRLQWV"�À×Ö �c�Z�]����®0�A�0�c�;�0�`���O�=���c�Z� Â������ �A���£�;� ÆcÉNÊ�Æ�É ¸ Ö ÆÓ¦ �.�A�A�jÃ_���O��] ®0����0� Ð µ:� ¦ �Z���£�O����� ��.��Ã_�0�)�JÒ)��¤0�������a �®���ØÙ��¤����)� Ð µ:��_�����O�0�����c¨

ÀÅÐ ¦ �«�0�� ¯°¯����.�J�¥®��_�0Ñ·���� ���� ���J�7°�� �Z����«�0��N������_����������c�Z� Â?���«� �.����Ò��Z�O�� b���O�����Z�0������«���c��� Â?�O�=� �N���J�£���Ó�O�O�J�����0���O���N��;�;�0� ¦ �A�c��=����_��¨

Since the broadcaster e-mails static views of data, the control point is based on who has authorization for that activity. There is no authorization check when recipients open their e-mail.

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� Authorization objects can be accessed via transaction code SU21 or with the menu path: Tools # ABAP

Workbench # Development # Other Tools # Authorization Objects # Objects. Double click on the ‘RS’ object class to access ‘S_RS_BCS’ . The documentation push button can be used to access more information.

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¾ 1R %URDGFDVWLQJ�$XWKRUL]DWLRQV�Ú 6B56B523$' %:�5ROH��$GPLQLVWUDWRU��3URGXFWLYH�6\VWHP�Ú Æ GRHV�QRW�LQFOXGH 6B56B&203

When creating roles, the templates above can be used to speed up the process.

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At the conclusion of this exercise, you will be able to:

Broadcast ad-hoc via e-mail.

Your company has decided to use the BEx Broadcaster to help manage sales performance. During your weekly review of the ‘sales by division’ report you would like to be able to send out the results immediately to yor sales team with comments.

1-1 Create a new query with the key figure Sales Volume EUR in the columns and with Division in the rows. Also, add Calendar Year Month, Sales Organization, Distribution Channel, and ‘Sold-to Party’ in the free characteristics. Use the ‘Customer Cube T_SDDEMO2’ InfoCube. Give the query the technical name ‘ALERTQRY_##’ and a description of ‘Sales Alert Query ##’ and save it into your favorites. Execute the query to the Portal to see the results.

1-2 :LWKRXW using the wizard create a new broadcast setting to send the report immediately as an email to your SAP Office inbox��QRW�WR�\RXU�SHUVRQDO�H[WHUQDO�HPDLO�DGGUHVV�±�VHH�LPSRUWDQW�QRWH�EHORZ�. The broadcast description should be µ%URDGFDVW�B��¶�and you should save this setting as you may want to resend it again at a later time, use the technical name µ%URDGFDVW�B��’ . The broadcast should be sent in the format of MHTML without being zipped, and you should include a suitable subject and some text summarizing why the broadcast was sent. Open the message in your Inbox to check the results.

IMPORTANT : In order for the broadcast to arrive in your SAP Office Inbox you must ensure that in SU01 (User Maintenance) your user id has been set to Comm. Method ‘blank’ . Check this and if necessary select the empty row from the drop down list. The email address field on this screen should also be empty. If you are not sure how to do this please ask your instructor.

1-3 Check that the broadcast was received by logging on to the BI server with your assigned user id. Look in the SAP Office inbox and open your message to review the broadcast results.

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1-1 Create a new query with the key figure 6DOHV�9ROXPH�(85 in the columns and with 'LYLVLRQ in the rows. Also, add &DOHQGDU�<HDU�0RQWK, 6DOHV�2UJDQL]DWLRQ, 'LVWULEXWLRQ�&KDQQHO, and 6ROG�WR�3DUW\ in the free characteristics. Use the &XVWRPHU�&XEH�7B6''(02� InfoCube. Give the query the technical name $/(5745<B�� and a description of 6DOHV�$OHUW�4XHU\��� and save it into your favorites. Execute the query to the Portal to see the results.

1-1-1 6WDUW�→�3URJUDPV�→�%XVLQHVV�([SORUHU�→�4XHU\�'HVLJQHU 1-1-2 Log on using your assigned system and user id.

1-1-3 Click on the New Query icon then press the button InfoAreas to find the Infocube ‘Customer Cube’ T_SDDEMO2 under → BW Training → BW Customer Training → BW305 Reporting. Click OK.

1-1-4 Drag the Sales Volume EUR to the columns, drag the Division to the rows, drag the Sold To, Distribution Channel, Sales Organization, Cal. Year/Month to the Free Characteristics.

1-1-5 Click on the Save icon and enter the technical name ‘ALERTQRY_##’ with a description ‘Sales Alert Query ##’ . Click the Save button. You will be saving to your Favorites (default).

1-1-6 Click on the Execute icon to launch the report to the Portal. Log on to the Portal using the same user id as before and review the report results.

1-2 :LWKRXW using the wizard create a new broadcast setting to send the report immediately as an email to your SAP Office inbox��QRW�WR�\RXU�SHUVRQDO�H[WHUQDO�HPDLO�DGGUHVV�±�VHH�LPSRUWDQW�QRWH�EHORZ�. The broadcast description should be µ%URDGFDVW�B��¶�and you should save this setting as you may want to resend it again at a later time, use the technical name µ%URDGFDVW�B��’ . The broadcast should be sent in the format of MHTML without being zipped, and you should include a suitable subject and some text summarizing why the broadcast was sent. Open the message in your Inbox to check the results.

IMPORTANT: In order for the broadcast to arrive in your SAP Office Inbox you must ensure that in SU01 (User Maintenance) your user id has been set to Comm. Method ‘blank’ . Check this and if necessary select the empty row from the drop down list. The email address field on this screen should also be empty. If you are not sure how to do this please ask your instructor.

1-2-1 Click on the 6HQG button to launch the %URDGFDVWLQJ�:L]DUG.

1-2-2 Click on the link to exit the Wizard. You will find this at the end of the explanatory text.�

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1-2-3 Enter the description ‘%URDGFDVW�B��’

1-2-4 Select the distribution type µ%URDGFDVW�(PDLO¶ 1-2-5 Under the Recipient tab make sure that the User is entered as your user id. Ensure

that the Authorization User entry is specified as your user id. The default language should be left alone. Make sure all the other entries are blank.

1-2-6 Under the Text tab enter a subject and some text in the contents field.

1-2-7 Click on the 6DYH�$V button and enter the technical name ‘%URDGFDVW�B��’ (the description should already be completed fro the previous step) then hit the 7UDQVIHU button.

1-2-8 Click on the ([HFXWH button to start the broadcast.

1-2-9 Check the log. If there are no errors, then close the broadcast log dialog box.

1-3 Check that the broadcast was received by logging on to the BI server with your assigned user id. Look in the SAP Office inbox and open your message to review the broadcast results.

1-3-1 From the SAP Logon window, log on to your assigned BI system if you have not already done so.�

1-3-2 Under the standard SAP menu use the following path �2IILFH�o�)ROGHUV�o�,QER[���1-3-3 Double click on the message to open it and review results.

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At the conclusion of this exercise, you will be able to:

Setup a broadcast which sends filtered exceptions to the Universal Worklist via the Alert Framework.

Your employees are using the Universal Worklist (UWL) to manage the most important business tasks. They are familiar with BEx query exceptions but they now also want to see the most critical exceptions pushed to the UWL.

2-1 First make a copy of the existing query ‘(;&(37,216B��¶ (use the search feature to find it) and save it under the new name ‘(;&(37,216B��¶�in your�)DYRULWHV���Review the exception settings within this query and then execute the query to familiarize yourself with the actual exceptions which occur.

2-2 Log on to the Portal by first selecting 0\�3RUWDO from your user menu in the BI system and then logging on with your user ID and password. Then create a new broadcast setting with the name ‘%URDGFDVW�B��” for your new query. The broadcast should send only the worst exception level to the Alert Framework so that it can be seen in the Universal Worklist (UWL) within the Portal. Assign your broadcast to the existing alert category ‘6$/(6�$/(576¶�and be sure to pass the country and distribution channel values from the exception to the alert parameters�

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2-1 First make a copy of the existing query ‘(;&(37,216B��¶ (use the search feature to find it) and save it under the new name ‘(;&(37,216B��¶�in your�)DYRULWHV���Review the exception settings within this query and then execute the query to familiarize yourself with the actual exceptions which occur.

2-1-1 Choose Start �3URJUDPV� �%XVLQHVV�([SORUHU� �Query Designer

2-1-2 Click on the 2SHQ icon in the toolbar and find the existing query ‘(;&(37,216B��’ using the search feature (just type the query name then press the 2SHQ button). Open the existing query.

2-1-3 Use the menu path 4XHU\� �6DYH�$V and enter the name ‘(;&(37,216B��’ in both the description and technical name fields. Click on the 6DYH button.

2-1-4 Click on the Execute icon and log on to the Portal using your assigned user id to view the results. There you will see the colored rows where exceptions are found.

2-1-5 Close the query and exit the Query Designer.

2-2 Log on to the Portal by first selecting 0\�3RUWDO from your user menu in the BI system and then logging on with your user ID and password. Then create a new broadcast setting with the name ‘%URDGFDVW�B��” for your new query. The broadcast should send only the worst exception level to the Alert Framework so that it can be seen in the Universal Worklist (UWL) within the Portal. Assign your broadcast to the existing alert category ‘6$/(6�$/(576¶�and be sure to pass the country and distribution channel values from the exception to the alert parameters� 2-2-1 From the user menu of your assigned BI system, choose 0\�3RUWDO. Log on with

your user ID and password.

2-2-2 Click on role %XVLQHVV�([SORUHU�then click on the link for the %([�%URDGFDVWHU.

2-2-3 From the Object Type drop down list select 4XHU\ and press the 2SHQ�button

2-2-4 Under the +LVWRU\ selection you should click on your query (that you just created) then press the 7UDQVIHU button.

2-2-5 Press the button µ&UHDWH�1HZ�6HWWLQJ¶ and enter the name µ%URDGFDVW�B��’

2-2-6 From the 'LVWULEXWLRQ�7\SH drop down list select Broadcast $FFRUGLQJ�7R�([FHSWLRQV.

2-2-7 Under the ([FHSWLRQ�'LVWULEXWLRQ tab select &UHDWH�$OHUW from the Distribution Type drop down list.

2-2-8 From the 6HOHFWLRQ�&ULWHULRQ drop down select ([FHSWLRQ�$OHUW�/HYHO

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2-2-9 From the Value drop down list select /RZ�6DOHV���%DG��

2-2-10 Now click on the &UHDWH option which you will find next to the Parameter setting (alongside the Distribution Type field) and from the Alert Category drop down list choose 6DOHV�$OHUWV.

2-2-11 Now switch to the tab $OHUW�3DUDPHWHU and select the two parameters by clicking in the check boxes. Then click on the variables button (to the right) to select the characteristic Country and Channel to send to the alert. (hint: you may need to press the ‘1H[W����9DOXHV’ button to see the full list!). Click on 7UDQVIHU.

2-2-12 Press the 6DYH button and enter the broadcast technical name ‘%URDGFDVW�B��’ . Press the 7UDQVIHU button.

2-2-13 Execute the broadcast by pressing the ([HFXWH button.

2-2-14 In the Portal, select the 8QLYHUVDO�:RUNOLVW��8:/� tab. Switch the tabs to show the $OHUWV and there you should see your alert. Click on the alert to review the details.

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In NetWeaver 2004s BI, the concept of document integration has been upgraded significantly over prior versions. Because of the close integration of BI and Knowledge Management (KM), users have more choices of where and how documents can be accessed.

� Enterprise Knowledge Management provides central and role-based access to the information in your

company and creates a connection between structured business data and unstructured documents. �

The Document Browser used in the past has also undergone changes to provide several new services to the user. Now, documents of all types can be created and edited from the Document Browser. In addition, all the common services provided by KM can be assigned to these documents. This can enhance the degree of collaboration around important documents in your organization.

� Later in this lesson, more details will be shown regarding the options for storing documents and the

associated capabilities of each option.

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The graphic above shows the relationships of the various components used in document integration. �

Users in any BEx query, view or web application can access the Document Browser. The Document Browser can also be invoked via the icons for the documents attached to the query, view or web application. The BEx Portfolio or any KM iView that gives access to BI metadata, master data, and transactional documents can also be used to call up the new Document Browser

� Within the Document Browser, a number of different services can be used, depending on which ones

have been made available to the user through configuration activities. �

The Repository Framework includes repository managers for documents stored on BI and in the Content Management (CM) repository on the portal. This allows the user access to documents stored on either system.

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The BI documents for 0HWDGDWD��0DVWHU�'DWD and ,QIR3URYLGHU�'DWD can be integrated into the portal-based KM in different ways:

y With the Repository Manager for BI Documents. In this case the documents are physically stored on the BI server in the SKWF framework. The Repository Manager for BI Documents is available in the portal as of Release SAP NetWeaver ’04.

y With a migration of documents into a CM repository. In this case, the documents are physically stored in the portal. The CM Repository Manager gives access to these documents. This allows the documents for master data and InfoProvider data to be assigned on the hierarchy node level as well (in addition to the characteristic values).

y With the Repository Manager for BI Metadata. In contrast to manually created documentation for metadata, the HTML-based documentation for the BI metadata will continue to be generated automatically from the metadata repository as needed. The Repository Manager for BI Metadata is available in the portal as of Release SAP NetWeaver 2004 (with SAP BW 3.5).

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From a report displayed on the web, it is a simple task to create a new document by uploading an existing file.

� From the context menu of the web report, choose 'RFXPHQWV�&UHDWH�1HZ�'RFXPHQW�to start the dialog

to name and upload the file. �

Once the files has been uploaded to the CM Repository on the portal, a confirmation message will be issued.

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If configured, the user can edit the document directly in the Document Browser. �

The user can also:

y Upload new documents

y Add Links to documents �RQO\�IRU�GRFXPHQWV�LQ�WKH�&0�5HSRVLWRU\��y Add Comments about the documents. These comments are not embedded in the document but simply

are references to the document.

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KM integration makes all of the KM services available for BI documents (for example, text search, text mining, subscription, rating, personal documents, discussions).

� These services allow efficient collaboration in your corporate portal and allows individual users and

teams to communicate within their business processes and access shared data in virtual rooms. �

This collaboration provides the following EHQHILWV: y Increases user productivity by enabling more efficient project work for teams

y Encourages innovation by optimizing collaboration in teams

y Reduces costs by shortening the collaboration cycle

y Optimizes decisions by increasing the quantity of information that the decisions are based on

y Accelerates problem solving processes �

Within SAP NetWeaver, you can integrate third-party services, for example, e-mail and calendar functions from Microsoft Exchange or Lotus Domino and WebEx for online sessions. You can integrate SAP NetWeaver applications (for example, BI analyses) and third-party applications in rooms.

� Users can use the Collaboration Launch Pad in the portal and the member list in rooms to launch

collaboration services.

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For each document shown in the Document Browser, you can configure the )HHGEDFN service to be available to the user. This allows for the quick entry and distribution of feedback from the user back to the author of the document.

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In the new Document Browser and in the /LVW�RI�'RFXPHQWV�web item, you can display the columns “Name”, “Content”, “Assignment (to the BI Data)” and “Author/Change Date”. The columns can be switched on and off online or in the configuration. This means it is possible to display the contents of the documents in the list of documents only. The latter is especially useful for comments.

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With the 6LQJOH�'RFXPHQW web item you can insert documents of all formats into the web application and display properties for the document, such as the last person to change the document or the time at which it was last changed.

� Documents of all formats can now be embedded in place. You do not need to create frames or iFrames

in the web application. �

In addition to the document, the properties can also be displayed (such as last changed by, change time). �

A context menu can also be displayed in addition to the document. With the context menu, you can delete or change the document or call the detail display.

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From the portal, you can use the path 6\VWHP�$GPLQLVWUDWLRQ� �6\VWHP�&RQILJXUDWLRQ� �.QRZOHGJH�0DQDJHPHQW� �&RQWHQW�0DQDJHPHQW�to access a wide range of KM and Collaboration settings. This allows you to easily enable the specific functions and services needed by your users.

� Changes can be made at any time to provide new services as the demand dictates.

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Portal

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:RUNLQJ�ZLWK�WKH�ROG�%(;�:HE�5XQWLPH��$%$3�7KH�GRFXPHQWV�FDQ�UHPDLQ�RQ�WKH�%,�VHUYHU��<RX�FDQ�FRQWLQXH�WR�UXQ�%([�:HE�UXQWLPH��$%$3��ZLWKRXW�DGGLWLRQDO�HIIRUW�%([�$QDO\]HU�FDQ�RQO\�ZRUN�ZLWK�WKH�$%$3�UXQWLPH�

You can use documents for 0HWDGDWD, 0DVWHU�'DWD and ,QIR3URYLGHU 'DWD in the Data Warehousing Workbench (BEx Web runtime, ABAP), in the BEx Analyzer, in Knowledge Management (KM) or in Web applications. Various tools and options are available for this purpose.

� You can access different documents depending on the option you choose. In the Data Warehousing

Workbench, you can only access and edit documents that are on the BI server and have not been migrated. The BEx Analyzer also uses the BI server to store documents. Note that after these documents have been migrated into the portal, you can no longer display them in the BEx Analyzer.

� In KM, however, in BEx Web runtime (Java), you can access and edit documents on the BI server and

in the portal. This applies to migrated and non-migrated documents. You can also access non-migrated BI server documents in Web applications and documents in the portal.

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In the BEx Web runtime (Java), you can migrate documents from the BI server into a special CM repository configured for BI. This repository is used exclusively for BI documents. After migration, the documents are available in the portal and can be edited in the portal using Web applications and KM iViews.

� After the migration, you should make sure that the documents are only changed in the BEx Web runtime

(Java). Changes in the migrated documents have no effect on the documents on the BI server; they are QRW visible in the BEx Web runtime (ABAP) or in the BEx Analyzer. Conversely, changes to the documents on the BI server (for example, from the BEx Analyzer) have QR immediate effects on the documents in the CM Repository on the portal; they are not visible in the BEx Web runtime (Java). However, you can migrate the documents that have been changed on the server to the portal again.

� We thus recommend the following procedure:

y Documents for master data and InfoProvider data

y We recommend migrating the documents for master data and InfoProvider data to the portal into a CM repository especially configured for BI over the medium term. A larger number of functions are available to you then. There is also a migration iView that can be started from the Implementation Guide (IMG). This iView reads the data on the BI server using the repository manager for BI documents and copies it to the CM repository.

y Documents for metadata

y If the documents for metadata are to be automatically transported with the metadata, we recommend leaving them on the BI server. An automatic transport would not be possible if the documents were located in the

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portal. Documents on BI metadata can be distributed in the KM using ICE with the Content distribution service, however, not in an integrated transport: In this case two “ transports” would be necessary, one in the BI system and one in the KM.

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There are many approaches to the defininition of authorisations. The slide reminds us that authorisations can be defined at various levels.

� If you restrict users to a certain Infocube then this may be an easy way to set up and maintain

authorisations but this will severely restrict you ability to offer flexiblity. This would mean users can either access $// the data in an Infocube or 12 data inthe Infocube.

� Typically you would want to define authorizations at a much lower level that the InfoCube.

� The options above include :

y InfoProvider Level: Anita cannot see any data in the Sales Performance InfoCube.

y Characteristic Level: Restrict access to all values for a particular characteristic (i.e., Mario cannot view any data relating to Sales Region).

y Characteristic Value Level: Restrict access to certain values of a particular characteristic (i.e., Vincent can only see data relating to his Cost Center, but cannot see any other cost centers he does not manage).

y Key Figure Level: Restrict access to certain key figures (i.e. Carina cannot see any Profit Amounts).

y Hierarchy Node: Restrict access to certain nodes of a hierarchy (i.e., When viewing the Sales Organization through the company hierarchy, Tony can only see data relating to his sales team).

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You either get the compete result or nothing at all. �

So make sure your queries do not request more data than the user has authorizations to, even if they have authorizations to some of the data they will, in fact, get nothing at all. For example, Joyce runs a query which returns data for all regions, she is authorized to view sales data for all regions except South East. The result is, she will see nothing at all.

� Exceptions to this rule:

y Display hierarchies are automatically filtered by the authorization (the system does not give you a blank result just because you should only see a part of the hierarchy! You will see only the nodes you are authorized to see).

y Key figure values are not displayed if the key figure is not authorized (you do not get a blank screen just because you do not have access to one or two key figures – you will still see the key figures you are authorized to see.)

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���������� ��������������������������������! ����"������!� �#�%$'&)()*

This is not a new requirement. You had to make this setting in BW 3.x so that the InfoObject could be checked for authorizations.

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New transaction – RSECADMIN �

Prerequisites : You have authorizations for authorization object S_RSEC �

Access this function via transaction code or via menu in BI. �

The first step to create an analysis authorization is to choose the characteristics which you want to secure.

� You can choose multiple characteristics.

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In the second step, you then choose the values for the characteristics you have defined in the previous step.

� You can choose:

y EQ : single value

y BT: range if values

y CP: contain pattern, e.g., ABC*

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,I�\RX�ZDQW�WR�JUDQW�DXWKRUL]DWLRQV�RQ�QDYLJDWLRQDO�DWWULEXWHV��PDUN�WKHP�LQ�WKH�$WWULEXWH WDE�VWULS�DV�DXWKRUL]DWLRQ�UHOHYDQW�

Now you can use NAVIGATION attributes as authorization objects in the BEx. �

You don‘t need to active the main characteristic as DXWKRUL]DWLRQ�UHOHYDQW in order to make the navigation attribute authorization relevant.

� For example, a user may be able to run a report of all new employees who joined the company last

month – BUT not for Salary Grade 1 and 2. The Salary Grade is the attribute of the employee. You would go to the Employee InfoObject, under the $WWULEXWH tab look for Salary Grade and mark this as authorization relevant.

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Define the values - press 'HWDLO to access the details screen. �

The user needs to have complete authorization (*) to see the GLVSOD\ attribute in the query. �

For the characteristic 0EMPLOYEE, the 0EMPLSTATUS attribute is authorization-relevant. Only users with authorization “*” for 0EMPLSTATUS can see the values of the GLVSOD\ attribute in the query.

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You can use hierarchy nodes to secure user access to reporting data, just as with BW 3.x. �

The setup of the authorizations for hierarchies has been improved and includes more features in NW BI.

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You can use variables to dynamically determine the nodes of the hierarchy which should be allowed rather than hard code them.

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� 2QO\�WKH�6HOHFWHG�1RGHV� 6XEWUHH %HORZ�1RGHV� 6XEWUHH %HORZ�1RGHV�WR�/HYHO��,QFO��� &RPSOHWH�+LHUDUFK\� 6XEWUHH %HORZ�1RGHV�WR��DQG�,QFO���

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� 7<3(�RI�$XWKRUL]DWLRQ��y ��for the node�y � for a subtree below the node�y � for a subtree below the node up to and including a level (absolute)

y You must define a level for this type. A typical example of an absolute level is data protection with regard to the degree of detail of the data (works council ruling: no reports at employee level only at more summarized levels).�

y � for the entire hierarchy�y � for a subtree below the node up to and including a level (relative)

y You must specify a level that is defined relative to the node for this type. It makes sense to specify a relative distance if an employee may only expand the hierarchy to a certain depth below his or her initial node, but this node moves to another level when the hierarchy is restructured.

� +LHUDUFK\�/HYHOV��y For types 2 and 4 you can specify, in +LHUDUFK\�/HYHO� the level to which the user can expand the

hierarchy.

y With authorization type � (up to and including a level, absolute), the level refers to the absolute number of the level in the hierarchy where the top-most node of the hierarchy is level 1.

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y With authorization type � (up to and including a level, relative) the level number refers to the number of levels starting from the selected node itself which is level 1.

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� 9DOLGLW\�$UHD��y In the 9DOLGLW\�$UHD you specify in exactly which ways a hierarchy authorization has to match a

selected display hierarchy for it to be included in the authorization check.

y Type � (very strict check) : Name and version of the hierarchy upon which the hierarchy authorization is based have to agree with the selected display hierarchy. Your key date (the upper validity limit) has to be greater than or equal to the key date (the upper validity limit) of the selected display hierarchy.

y Type �: The name and version of the hierarchy upon which the hierarchy authorization is based have to agree with the selected display hierarchy.

y Type �: The name of the hierarchy on which the hierarchy authorization is based has to agree with the display hierarchy.

y Type � (least strict check) : None of the characteristics have to match.

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There are 3 special characteristics which SAP recommended you include in at least RQH of each of your user’s authorizations.

y Activity (0TCAACTVT): e.g. reading (03)

y InfoProvider (0TCAIPROV): grants authorization to particular InfoProviders

y Validity (0TCAVALID): grants authorization to specific time periods

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�������������DOORZV�DFFHVV�RQO\�WKH�ILUVW����GD\V�RI�HDFK�PRQWK�LQ������� RQO\�DYDLODEOH�IRU�WLPH�YDOLGLW\���7&$9$/,'��

� ���FRORQ���DOORZV�RQO\�DJJUHJDWHG�DFFHVV�WR�GDWD��H�J��DOORZV�LQIRUPDWLRQ�RQ�DOO�VDOHV�DUHDV�RQO\�RQ�DJJUHJDWHG�OHYHO�± QRW�RQ�SDUWLFXODU�FRXQWULHV�

.H\�ILJXUH�DXWKRUL]DWLRQV)RU�NH\�ILJXUH�DXWKRUL]DWLRQV��\RX�FDQ�LQFOXGH��7&$.<)10�DV�FKDUDFWHULVWLF�LQWR�WKH�DXWKRUL]DWLRQ��1RWH��KLHUDUFK\�DXWKRUL]DWLRQV�DUH�QRW�DOORZHG�RQ�WKLV�FKDUDFWHULVWLF�1RWH��2QFH�\RX�GHILQH��7&$.<)10�DXWKRUL]DWLRQ�UHOHYDQW��NH\�ILJXUHV�DUH�FKHFNHG�IRU�HYHU\ ,QIR3URYLGHU��

The special characteristics and �� are not new. They were available in BW 3.x. �

� is new and is only relevant for the special characteristic 0TCAVALID. �

Example: The key figure attribute 0ANSALARY is contained in the 0EMPLOYEE characteristic. �

If the user has the 0TCAKYFNM field in his or her authorization object, and authorization “*”, he or she can display all key figure attributes.

� If the user has the 0TCAKYFNM field in the authorization object and the 0ANSALARY key figure as a

value of the authorization, he or she can only see this key figure attribute. If the user is not supposed to see this attribute, do not give the authorization “*” but only assign the key figures for authorization that are to be displayed.

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Instead of using a single value or interval, you can also use variables of type customer exit in authorizations. The customer exit is called for these variables while the authorization check is running. The call is carried out with I_STEP = 0. The intervals of characteristic values or hierarchies for which the user is authorized can be returned here. By doing this, the maintenance effort for authorizations and profiles may be considerably reduced.

� Enter the variables of type hierarchy node into an authorization. To do this, in the hierarchy

authorization maintenance, under 1RGH, choose a variable with 6HOHFW�([LW�9DULDEOH� The customer exit is then called up while the authorization check is running. In the return table E_T_RANGE, the technical name of one or more nodes is expected in the LOW fields. In the HIGH field, the InfoObject type of the node is expected.

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With the generation of analysis authorizations, you can load authorized values from other systems into DataStore objects and generate authorizations from them. This concept was available in the prev version. We now use the new DataStore objects in EDW.

� You can use the generation of authorizations to generate either single authorizations or mass

authorizations. �

You get to this function through management of analysis authorizations (transaction RSECADMIN) at $XWKRUL]DWLRQV →�*HQHUDWLRQ�RI�$XWKRUL]DWLRQV�

� The DataStore objects for generating authorizations have an analogous structure to the authorizations

and contain the following authorization values:

y Authorization data (values) (0TCA_DS01)

y Authorization data (hierarchy) (0TCA_DS02)

y Description texts for authorizations (0TCA_DS03)

y Assignment of authorization users (0TCA_DS04)

y Generation of users for authorizations (0TCA_DS05) �

You define which authorizations are to be generated from which DataStore objects. You then load your authorization data for them. You can generate the authorizations on the $XWKRUL]DWLRQV tab page under *HQHUDWLRQ in the transaction RSECADMIN. As an alternative, the report RSEC_GENERATE_AUTHORIZATIONS starts or schedules generation.

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A detailed log is created during generation that documents the generation steps and that is displayed automatically.

� Old logs can be viewed from the transaction RSECADMIN under the $QDO\VLV tab page → *HQHUDWLRQ�/RJV or at the start of the report RSEC_GENERATE_AUTHORIZATIONS by clicking on the log symbol.

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� In the SAP Easy Access menu, choose %XVLQHVV�([SORUHU →�0DQDJHPHQW�RI�$QDO\VLV�$XWKRUL]DWLRQV.

� On the 8VHU tab page, choose $QDO\VLV�$XWKRUL]DWLRQV →�$VVLJQPHQW.

� Select an iView and choose (GLW.

� Under $XWKRUL]DWLRQ�6HOHFWLRQV, choose one or more previously created authorizations. With ,QVHUW you

can add the authorization to the list of assigned authorizations. With 1RGH, can select nodes for a hierarchy that you created previously for the characteristic 0TCTAUTH in hierarchy maintenance. The authorizations are available as virtual master data for the characteristic 0TCTAUTH and can be grouped hierarchically in order to create thematic arrangements.

� Save your entries.

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An authorization for all values of all authorization-relevant characteristics is created automatically in the system. It has the name 0BI_ALL. It can be viewed, but not changed.

� Every user that receives this authorization can access all the data at any time. Each time an InfoObject is

activated and the property DXWKRUL]DWLRQ�UHOHYDQW is changed for the characteristic or a navigation attribute, 0BI_ALL is automatically adjusted.

� A user that has a profile with the authorization object S_RS_AUTH and has entered 0BI_ALL there (or

has included it, for example with the pattern *) has complete access to all data.

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The analysis authorizations can be (but do not have to be) assigned by roles. To assign an authorization to a user, it is sufficient to proceed as described above.

� As an alternative, authorizations can also be assigned using profiles for the authorization object

S_RS_AUTH, the entries of which are analysis authorization names. In this way, you can assign authorizations to a user using roles as well using the general role maintenance and the general user maintenance for SAP NetWeaver.

� The input help in the role maintenance for this authorization object provides all existing, defined BI

analysis authorizations. �

Mixed scenarios, which mean assignments from roles in addition to the directly assigned authorizations, are also possible.

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An authorization log logs all checks for the analysis authorizations and displays them in a readable format as HTML.

� The logs are stored persistently in compressed format on the database and are only converted into the

display format when they are being displayed. �

Check authorization as another user and display the log as this user.

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V

You can find the error log using the transaction 0DQDJHPHQW�RI�$QDO\VLV�$XWKRUL]DWLRQV using the $QDO\VLV →�(UURU�/RJ tab page.

V On the start screen you can select logs using input help. They are sorted by time and user name. You can

also search for certain logs by entering a user name or with patterns. V

After selecting a log, you can start to build the log. In the same way, you can select individual logs and delete them or select and delete all logs for a user.

V In the table, you can enter the user that is always logged. In contrast, you can use the transaction ([HFXWH�$V�2WKHU�8VHU to log all checks for specific transactions by setting the indicator ZLWK�/RJ.

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V

The change documents provide you with an overview of changes that were made to the authorizations. This guarantees a high transparency of management of authorizations.

V All changes to authorizations and assignments of users are listed. The following Virtual Providers are

delivered with the technical Content.

y 0TCA_VAL: Change documents for value authorizations

y 0TCA_HIE: Change documents for hierarchy authorizations

y 0TCA_UA: Change documents for user authorization assignments V

These Virtual Providers read the required information from the associated tables. They are automatically filled with data.

V You can create queries for these InfoProviders to monitor the activities.

V It is also possible to define a MultiProvider for these Virtual Providers and to evaluate the data together.

V Queries are also attached to this Virtual Provider in the Administrator Cockpit.

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V

Migration help is available to aid you in transferring existing authorization data from the previous concept of reporting authorizations to the new concept of analysis authorizations.

V You can start it using the program RSEC_MIGRATION. It leads you through the migration

configuration step by step and performs a conversion of the old data at the end. The old data remains unchanged.

V Migration help supports you in manually converting an authorization concept. You cannot replace this

completely because the two concepts are not one-hundred percent compatible. You can expect to have to manually edit or partially remodel the authorization concept.

V The simpler the authorization concept, the less editing required.

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Choose the users that you wish to migrate. These users are migrated. Start the next migration step with 1H[W�6WHS.

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Select the authorization objects for which you wish to transfer authorizations. V

Make sure that you choose complete user groups. Otherwise the migration will terminate with an error message and a list of missing users in interactive mode.

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Select the method for generating the new authorizations. Start the next migration step with 1H[W�6WHS

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V In general, only those characteristics that are designated as authorization relevant are taken into account

during transfer. V

Start the migration (F8) and complete the user selection as necessary until the system recognizes it as being complete.

Page 451: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Read the application log that is displayed directly after the program has run in interactive mode. V

As an alternative, you can go into transaction SLG1 and choose RSEC_BW_AUTH as the object and MIGRATE as the subobject.

Page 452: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Page 460: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Here you see what the Visual Composer looks like at both design time (top diagram) and run time (bottom diagram).

� Visual Composer allows model driven analytical application design and is completely based on web

technology. �

It allows business users to create analytical applications, which cover DQDO\WLFDO, WUDQVDFWLRQDO and FROODERUDWLYH steps.

� It offers the integration with BI content as well as with heterogeneous data sources (including OLAP

and relational data sources).

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Here is an example of an analytical application developed with Visual Composer (VC)

y The top part of the application shows a Blocked Order List which is sourced from the backend R/3 system via a BAPI.

y The lower parts of the screen show that we are integrating content from BI in the form of charts and lists.

y When the user interacts with the blocked order list, the other parts of the application automatically follow the context.

y You can see how the decision button can be embedded directly in the analytical application. It is possible to directly affect the transactional system with a defined set of actions (in this case release order, cancel, re-check order).

Page 462: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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Visual Composer does not require the developer to possess any traditional programming skills. �

In the storyboard (workspace) of VC, you can select the source tab to show GML being generated (Graphical Modeling Language).

� You can deploy your model to different runtimes i.e., Flash, HTML/B.

� In the future, Web Dynpro output will be possible.

Page 463: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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VC sits in the J2EE engine. �

VC composer runs on NetWeaver Application Server (AS). �

Deployment pushes your model in a rendered state to SAP NetWeaver Enterprise Portal (EP). �

We see different connectors in order to connect to the BAPIs for SAP Connector. �

In design time we need 2 plug-ins:

y 1. Adobe Scaler Vector Graphics viewer (SVG)

y 2. Microsoft XML parser, these enable different UI elements within our application �

The rendered model is pushed to an iView via VC Enterprise Portal add-in.

Page 464: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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The Visual Composer BI Kit is an extension to the Visual Composer for the purpose of integration with BI content for both SAP and non-SAP data sources, OLAP and relational.

� The Visual Composer BI Kit is wizard based and this makes it very easy to quickly build an analytical

application which uses content from BI. �

Tools included are:

y A broad set of templates to choose from to accelerate the process of developing analytical applications.

y A Wizard to assist in the development of ad hoc queries (similar idea as ad hoc query designer in the BEx)

y A Wizard for generating Value help. On a form if you have variable entry screen you can provide the user with a list of possible valid entries. You can retrieve information directly from the master data carrying InfoObjects in BI.

y Value help in entries list manager means you can reuse the values in additional models

y MDX and SQL editors allow you to modify directly the code generated by the Wizard.

y Alerts create with BI can be embedded in analytical models.

Page 469: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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The three key lines on this diagram are:

y Connectivity between BI Java connect in BI integration Wizard and Visual Composer

y Access via WEB API to connect sitting in BI system

y Deployment of our model to the portal �

Access to BI data is enabled through 4 Java connectors which are made available through the BI Java SDK:

y BI XMLA Connector (OLAP data sources such as SAP BW 3.x)

y BI ODBO Connector (ODBO-compliant OLAP data sources)

y BI JDBC Connector (relational JDBC-compliant data sources)

y BI SAP Query Connector (a component of the SAP Web Application Server Basis) �

7KH�6$3�%,�&RQQHFWRU�DJDLQVW�DQ�6$3�%,�V\VWHP�y The "BI connector" gives you direct access to services needed for the SAP BI specific integration.

y This comprises services for Design time as well as Runtime, e.g. Object access (incl. History and Favorites), Meta Data access, Data Access.

� BI Connector provides access to BI API for access to various objects such as history and favorites.

Page 470: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

© SAP AG DBW70R 10-18

� VC sends MDX statements to BI, so we need to translate this to BI language. We use CWM (common

warehouse metamodel) for translation.

Page 471: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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It is possible to work directly in the MDX or SQL code – i.e., display a flat table in MS SQL server, then restrict the data by writing directly into SQL code with the restriction rules.

Page 472: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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In this example we can see an XMLA connector is being used to source the data for our new application. �

These data sources can extract both SAP and non-SAP data.

Page 473: DBW70R - SAP BI - Enterprise Reporting, Query & Analysis Delta 3.x - BI

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List the available templates. Then choose the freeform template in this list. �

Choosing a template accelerates design of the analytical application.

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Choose the data source. This could be an InfoCube or BEx Query. �

In this example, the Sales InfoCube is chosen.

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Characteristics and key figures are shown here from the selected data source, in our case the Sales InfoCube.

� Building the layout is very similar to the ad hoc query designer in the Business Explorer. You are

presented with very basic layout options.

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The final step of the Wizard is to view to results in a preview display.

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If you want to re-use an existing query or a query view in NetWeaver BI, then you can search for these using a variety of approaches:

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� Click the + Expand to see query views.

� Drag the object to the workspace to use in the Visual Composer.

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A Wizard is used to define the value help for input fields. �

The Wizard will prompt you for the BW system to access – you then chose the InfoObject to use for value help. You must select the source tables.

� Then choose the fields used for input and also the fields you want to output. You can add attributes as

input fields only, output the key or texts or both in the drop down. �

A new iView is generated for the value help.

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It is important to differentiate between the aims and objectives of the Web Application Designer and the Visual Composer. At first glance, they may appear do be able to do similar tasks but there are some key differences.

� The Visual Composer does not actually need a NetWeaver BI in order to function. It is quite capable of

using data from a variety of other sources from both an analytical or transactional orientation.

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