BW Reports Introduction BW Bex Analyzer 7.x Versionbrandportal.dksh.com/data/docs/download/116575/en/SAP-BW-Traini… · BW Reports Introduction BW Bex Analyzer 7.x Version Steve

© DKSH

February 26, 2014

BW Reports Introduction

BW Bex Analyzer 7.x Version

Steve Alex Soriano

Corporate Shared Services Center

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• What is SAP BW?

• BW User Guide/ Query Basic Navigation

Agenda

What is SAP BW

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Definition

Provides access to data

Analysis &

Stores,

SAP Business Warehouse (BW) is a reporting tool that

Gathers,

To help companies making better business decisions.

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SAP BW in perspective

• Huge data volume

• Real time operational reports

• Country specific analysis

SAP R3

• Enables global analysis

• Used by internal users, global management reports, cross country & cross BU reporting

BW

• Local BO – located at individual country

• Used for local supplier reports, local management reports

BO

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SAP BW in perspective

SAP BW

(1 day late)

archive

SAP (real-time)

- - - - - - - -

- - - - - - - -

- - - - - - - -

- - - - - - - -

• Repository for

− Historical data

− Legacy data

• Environment for

advanced Decision

Support System

Analysis Transaction

Transformation

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Reporting to be done in . . .

SAP R3 SAP BW

OLTP

On – line Transaction Processing

OLAP

On – line Analytical Processing

Line Item Analysis Multidimensional Analysis

Real Time Analysis Current & Historical Analysis

User basis → Thousands Users → Hundreds

Data not integrated Integrated data

Function Specific Cross Functional

→ Efficient Process transactions → Enable efficient reporting & analysis

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Multi Dimensional Reporting

• Business Unit View

• Across Entities

• Management View

• Across BUs and Entities

• Entity View

• Across BUs and Years

• Restricted View

Data

Years

Data

Years

Data

Years

Data

Years

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Benefits of SAP BW

Information in BW is stored exclusively for reporting & analysis

Performance improvement for regional reporting through multidimensional access

Multiple Source Systems – information is not limited to SAP (e.g. HFM in Crystal Reports

/ Non SAP Entity data for P1 (COPA) Report)

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3

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Exchange Rate Conversion in BW

Translation of figures from Local Currencies to the reporting currency is done using

Exchange Rates provided by Corporate Treasury

All Balance Sheet figures are translated based on EOP

The exchange rates are extracted from R3 and can be viewed using the Exchange Rate

T-code OB08 in R3

All data is stored in BW in their local currencies

PnL figures are translated into YTD Average Rates known as AVR (till 2010); 2011

onwards are known as PVA (Periodic Value Adjustment)

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Finance Reports in BW

Reports HEC PM CG TEC OTH

Crystal • Contribution PnL

• Functional PnL

D from AR • D3 - Accounts Receivable Report Aging by

Due Date

E from AP

• E1 - A & P Summary by Supplier

• E2 - Accounts Payable Analysis by Supplier &

Special GL Indicators

F from FI

• F3 – Inventory Levels Analysis by Supplier

past 12 Months

G from PCA

• G1 - Profit Center Hierarchy P & L

P from COPA • P1_A - Sales Report with GM I

• P4 - Actual Sales Report By Business Line

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Roles - Roles are public folders and are available to many people. As you will see, you are restricted in what you can do within a Roles Folder. All BW reports assigned to a role are available for you.

Terminology used in this Manual

Selection Parameter Window - Window screen that will appear when you want to execute a query. Basically this window will have input parameters which can be optional, mandatory, single or interval entries.

Result Area - Result area is the region where the executed query result is shown.

Characteristic – A data object in BW used to view data for analysis. It is an object that a user wants to “report by” e.g. ., material, business area, material group , etc. All Free Characteristics that appears in Navigation area can appear as drilldown in the result area.

Free Characteristic - Basically it is same as the characteristic, but this one appears in the navigation area. If you want the free characteristic to appear in result area, you need to drilldown.

Navigation Area - Is the area where you can find the list of Free Characteristics.

Filtered Area - Shows the data values that have been selected to restrict the selection for the report

BW User Guide

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BW User‘s Guide:

1.0 Logging into BEx Analyzer

2.0 Introduction to BEx Analyzer toolbar

3.0 Executing Query

4.0 Basic OLAP functions

4.1 Drill-down

4.1.1 Down

4.1.2 Across

4.1.3 Add drill-down according to

4.1.4 Remove drill-down

4.2 Back and Back to Start

4.3 Filter Value

4.3.1 Select Filter Value

4.3.2 Keep Filter Value

4.3.3 Keep Filter Value on Axis

4.3.4 Remove Filter Value

4.4 Swap with

4.5 Display as

4.6 Suppress Results

4.7 Sort Ascending or descending

4.8 Query Properties

4.8.1 Navigational State

4.8.2 Data Formatting

4.8.3 Presentation Options

4.8.4 Display Options

4.8.5 Currency Conversion

4.8.6 Zero Suppression

5.0 Saving the reports

6.0 Local Workbook

7.0 Tips and Tricks

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From your desktop, go to Start, Programs, Business Explorer, Analyzer

Step 1 - Logging into BEx Analyzer

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Business Explorer toolbar will appear in Add-Ins

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1. Click Connect icon

2. Choose P21 System

3. Click OK.

4. Enter Log on Details

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2

3

4

Connect to the BW system

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Click open query Icon as shown below to choose query

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Click on Roles below to choose query

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• E2 Accounts Payable Report is listed under Global Management Reports – AP folder

• Select E2 – Acc Payable Analysis by Supplier and Special GL Indicator Report

• Click Open.

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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The toolbar - Introduction to BEx Analyzer toolbar

• Open - Access the menu of Workbooks and Queries

• Save Workbook/Save As Workbook/ Save as View

• Refresh Query- Brings up most current data into report

• Change Variable Values

• Tools – Create New Query/ BEx Web Analyzer/ Bex Web Designer

• Global Settings – Start Bex with Excel/Launch Bex Analyzer 3.x from Gui/ Collet

Statistics

• Connect/Disconnect – Click to choose different Systems

• Help – Applicatione help/ about SAP BW/ online help

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Step 1 - Executing Query

1. Click open folder icon

2. Select Open Query

3. Select a Query under Roles

4. Click “Open”

1 2

3

4

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Step 2 - Executing Query (Selection Parameter Window)

1. Fill-in all the required fields

2. Click “Check” to validate all the entered values

3. Click “OK” to execute the query

1

2 3 Execute

Check Input

* Symbol =

Input Required

List of possible

values

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1. Choose option from Dropdown

2. Click “date” to choose desired value

3. Direct input - in format “mm/dd/yyyy”

4. Click ok after choosing. Choose date

Direct Input field

Menu Option

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2

3

4

Click ok to

choose

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1. Choose Single Values

2. Input Single Values by Technical Name separated by Semi-Colon i.e. ID;DE;CN

3. Click Ok.

Direct Input

Field

Value Option Menu:

Single Values, Range and

Selection Option

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2

3

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1. Choose Value Ranges

2. Choose Value Identifier

3. Choose the Input from and input to values.

4. Choose OK.

Range Identifier

Value Option Menu:

Single Values, Range

and Selection Option

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2 3

Input From and

To Values

4

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Click the filter button

to display filter and

free characteristics

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Result of the executed query displayed

SAP Bex Analyzer toolbar

Filters/ filtered values/ free

characteristics

Characteristic in rows

Results area

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Option 1 - Drill down

1. Right-click on the free characteristic that you want to drill-down

2. Select Drilldown According to “Info object” in Rows

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2

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Drill down appears in Rows

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Option 2 - Drill down Drag infoobject needed from filter area to line

until the box with down arrow appears

RESULT:

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• Double - click on the free characteristic that you want to drill-down

Results to drilldown in the rightmost object

Double click on the Info object

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Option 1 - Drill across

• Right-click on the free characteristic that you want to drill-down

• Select Add Drilldown According to “Object” in Columns

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2

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Option 1 - Drill across

• After drill-across, Company code appear in the columns result area

Results to drill Across in Column

Drill down appears in Columns

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Option 2 - Drill across Drag infoobject needed from filter area to line

until the box with right arrow appears

RESULT:

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Step 1 - Add Drilldown According to

1. Right-click on the result area that you want to add a drill-down

2. Select Add Drilldown According To

3. Select a free characteristic to drilldown

Notice that the drilldown

always appear to the right of

your cursor.

So when you want to drilldown

place your cursor

on the correct cell so that it

appears they way you want it

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2

3

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Step 1 - Add Drilldown According to

Drill down appears in Rows

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Option 1 - Remove drill-down

1. Right-click on the free characteristic that you have drill-down

2. Select Remove Drilldown. The drill-down will be removed from the result area

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2

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1. Double - click on the free characteristic that you have drill-down

2. The drill-down will be removed from the result area

RESULT:

1

2

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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1. Right-click anywhere in the result area

2. Select Back

3. This will undo to your previous view

1. Right-click anywhere in the result area

2. Select Back to Start

3. This will undo all changes and you back to the

initial query starting view

Step 1 – Back One Navigation Step and Back to Start

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Option 1 - Select Filter Value

1. Right-click on the free characteristic that you want to filter in the navigation area

2. Select “Select filter value”

3. A pop-screen will appear as above

4. Click on “More>>”

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4

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1. Click on the “More>>” button

2. Select “Account Numbers” from the menu

3. Click on Right pointing arrow

4. Click OK once finished with your selection.

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4

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RESULT:

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• Type the Technical names on the field below separated by Commas and a space.

• Press enter.

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RESULT:

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1. Selected filter value will display at the result area

2. Drag from Result area into the area indicated by the red box below to filter by single value

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2

RESULT:

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1. Selected filter value will display at the result area

2. Drag from Result area into the area outside filter below to exclude the single values

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2

RESULT:

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Step 1 - Keep Filter Value

1. Right-click on the value that you want to keep

2. Select “Keep Filter Value”

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2

1

2 RESULT:

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Step 1 - Keep Filter Value on Axis

1. Right-click on the value that you want to keep

2. Select “Keep Filter Value on Axis”

1

2 RESULT:

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Option 1 - Remove Filter Value 1. Right-click on filtered characteristic value

2. Select “Remove Filter ”

3. The filter value is removed from the result area

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3

RESULT:

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Option 2 - Remove Filter Value • Right-click on the free characteristic that you want remove filter

• Select “Remove Filter Value”

• The filter value is removed from the result area

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3

RESULT:

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Option 1 - Swap with 1. Right-click on the characteristic in the result area

2. Select “Swap…With”

3. Select a characteristic that you want swap with

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3

4 RESULT:

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Option 2 - Swap with 1. Click and drag on the characteristic you want to bring in

2. Point the Characteristic onto the object you want to swap

3. Observe the results area.

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3

3

RESULT:

1

2

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

© DKSH Page 68

Step 1 - Display as

1. Right-click on the characteristic in the result area

2. Click on properties

3. Select “Display ” option

4. Click ok to choose option.

None - You don’t want to see the characteristic

at all.

Key and text - Both key and name will be

displayed. (In this order)

Text - Only the description will be displayed

Key - Only the key will be displayed.

Text and key - Both name and key will be

displayed. (In this order).

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4

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Step 1 - Display as 1. None - You don’t want to see the characteristic

at all.

2. Key - Only the key will be displayed.

3. Key and text - Both key and name will be

displayed. (In this order)

4. Text and key - Both name and key will be

displayed. (In this order).

5. Text - Only the description will be displayed

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3

4 5

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Always Display You wish to display the subtotals

Always Suppress You do not wish to display the subtotals

Display if more than one Value Display result if rows got more than 1 line item

Step 1 - Suppress Results

1. Right-click on a characteristic in the result area

2. Click on Properties

3. Select “Results Rows” option

4. Click ok.

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2

4

3

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1. Always Display You wish to display the subtotals

2. Always Suppress You do not wish to display the subtotals

3. Display if more than one Value Display result if rows got more than 1 line item

Step 1 - Suppress Results

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2

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

© DKSH Page 74

Ascending You wish to display the values in Ascending values.

Step 1 – Sort Ascending or Descending

1. Right-click on a characteristic in the result area

2. Click on Properties

3. Select “Sort Direction” option

4. Click OK.

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2

3

4

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Descending You wish to display the values in Descending values.

Step 1 – Sort Ascending or Descending

1. Select “Sort Direction” option

2. Click OK.

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Step 1 – Query Properties – Navigational State

1. Right Click on the results area

2. Select “Query Properties”

3. Click on Navigational State.

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2

3

4

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Step 1 – Query Properties – Navigational State

1. Take Business Unit from free characteristics to columns

2. Take Vendor from free characteristics to rows

3. Change order of vendor and company code.

4. Click ok and verify order in results.

1 2

3

4

2 2

RESULT:

1

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Step 1 – Query Properties – Data Formatting



3. Click on Navigational State and tick “Display Row Hierarchically and Expand To”

4. Click OK.

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3

4

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1. See Results in Hierarchy Below:

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4



3. Click on Data Formatting and untick “Display Row Hierarchically and Expand To”

4. Click OK.

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1

1. See Results in tabular form below:

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Step 1 – Query Properties – Presentation Options

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2

3

4


2. Select “Query Properties” -> “Presentation Option” Tab

3. Choose Position of Result in Rows equal to “Left” and Position of Result in Columns equal

to “Top”

4. Click OK.

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Step 1 – Query Properties – Presentation Options

1

RESULT:

RESULT:

2

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as









4.8.6 Zero Suppress


6.0 Local Workbook

7.0 Tips and Tricks

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Step 1 – Query Properties – Display Options

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3

4



3. Click on Display Options and untick “Display Scaling Factors”

4. Click OK.

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Step 1 – Query Properties – Display Options

1 RESULT:

2

1. Uncheck Supress Repeated

key Values

RESULT:

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Step 1 – Query Properties – Currency Conversion

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2

3

4



3. Click on Currency Conversion and tick appropriate currency conversion.

4. Click OK.

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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Step 1 – Query Properties – Zero Suppression

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3

4



3. Click on Zero Suppression Tab and choose option.

4. Click OK.

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Step 1 – Query Properties – Zero Suppression

1 RESULT: 2

RESULT:

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

© DKSH Page 96

Saving your Report in BW

After saving your report:

• It will be available in the Bex-browser under your favorites

• It is also available from the SAP menu under favorites.

• Saved reports can be changed and resaved again

• You can create a new report based on a saved one, just open it and save it as a new workbook.

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Saving your Report in Excel

If not connected to BW

• All Excel functionality will become available

• Conflicting changes you’ve made will be overwritten

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Step 1 - Saving the reports

1. Click “File” from the excel menu bar

2. Select “Save As”

3. Rename the file accordingly

4. Select the directory that you want to save the file

5. Click “Save”

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Workbook

7.0 Tips and Tricks

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Step 1 – Saving Workbook 1. Click on Save Workbook.

2. Save on correct Roles.

3. Give Name.

4. Click Save.

1 2 1

2

3 4

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Step 1 – Opening Workbook 1. Click on Open Icon and Open Workbook

2. Open correct Path and click on Workbook Name

3. Click Open

4. Workbook saved last appears.

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2

3

4

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BW User‘s Guide:



3.0 Executing Query


4.1 Drill-down

4.1.1 Down

4.1.2 Across




4.3 Filter Value





4.4 Swap with

4.5 Display as











6.0 Local Workbook

7.0 Tips and Tricks

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1. Fill in all the required fields

2. Click on the “Save Variant” button

3. Fill in the variant name and the

meaning for the variant

4. Click “Save”

Tips and Tricks – Saving Variant (1)

You might be running the same query over and over again and you do not want repeat the input parameter

selection. What you can do is save the input parameters as variant so that the next time you can load those

input values into the selection parameter window. To save the variant follow the steps below

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2

3

4

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Tips and Tricks – Loading Variant (2)

After saving the variant, you to load the variant that you have just saved. Follow the steps

below to load the variant. Next time if you want run the same query you can use the variant to

populate the selection input parameters

1. Click on the dropdown arrow in Available Variants

2. Click ok to execute the query.

1

2

© DKSH Page 105

Tips and Tricks – Deleting Variant (3)

• If you wish to delete the variant that you have created. Follow the steps below.

1. Click on the dropdown arrow in Available Variants and choose the variant you want to delete.

2. Click on the “Delete Variant” (X) button

3. Click “Yes”

1 2

3

© DKSH Page 106

Tips and Tricks – Add Local Formula 1. Right Click on the columns and click “Add Local Formula”

2. Compose the formula you want and give description.

3. Click OK and see the local formula in the last column.

1

2

3

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Tips and Tricks – Drill down to New Worksheets

* Some infobject offers drilldown to new worksheets. Right click on the space beside the free characteristic

and click “Add drilldown according to “Infoobject” in New Worksheets.

© DKSH Page 108

Tips and Tricks – How to Add/Remove Queries 3.X

• To remove queries in a workbook, go to the active sheet in the tools option click remove query.

• To remove all queries and the results in a Workbook, go to same tools menu and choose All

Queries in Workbook Sub option Remove. To retain results values, choose Detach.

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Tips and Tricks – How to Add Queries 7.3

• Open new worksheet-> (1)Select Analysis grid-> (2) Click on the object-> (3) Provide data for Info

provider (here you can insert new query in the same workbook)

1

2 3

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Tips and Tricks – How to Add Queries 7.3

• Open new worksheet-> (1)Select Analysis grid-> (2) Click on the previous Dataprovider-> (3)

Delete Data Provider.

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Question?

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Thank you for your attention!

IT 1 ONE

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Documents

BW Reports Introduction BW Bex Analyzer 7.x Versionbrandportal.dksh.com/data/docs/download/116575/en/SAP-BW-Traini… · BW Reports Introduction BW Bex Analyzer 7.x Version Steve