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EPM Add-in for Microsoft Office What's New■ SAP BusinessObjects EPM solutions, add-in for Microsoft Office 10.0

2011-10-14

© 2011 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAPBusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as

Copyright

well as their respective logos are trademarks or registered trademarks of SAP AG in Germany andother countries.Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports,Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and servicesmentioned herein as well as their respective logos are trademarks or registered trademarks of BusinessObjects Software Ltd. Business Objects is an SAP company.Sybase and Adaptive Server, iAnywhere,Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well astheir respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAPcompany. All other product and service names mentioned are the trademarks of their respectivecompanies. Data contained in this document serves informational purposes only. National productspecifications may vary.These materials are subject to change without notice. These materials areprovided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only,without representation or warranty of any kind, and SAP Group shall not be liable for errors oromissions with respect to the materials. The only warranties for SAP Group products and servicesare those that are set forth in the express warranty statements accompanying such products andservices, if any. Nothing herein should be construed as constituting an additional warranty.

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Contents

Introduction.............................................................................................................................5Chapter 1

What's New Compared to Planning and Consolidation 7.5....................................................7Chapter 2

Terminology Changes..............................................................................................................72.1User Interface Changes...........................................................................................................72.2Moved Features.......................................................................................................................82.3EvDREs....................................................................................................................................82.4EvDRE Migration - Equivalent Features in the EPM add-in........................................................82.4.1Existing EvDRE - Differences in version 7.5 and version 10....................................................102.4.2EV Functions..........................................................................................................................132.5New Features........................................................................................................................152.6Features in version 7.5 that are not Provided by the EPM add-in............................................172.7Precisions on Other Features.................................................................................................172.8List of Macros in version 7.5 and macros in version 10..........................................................182.9

What's New Compared to Analyzer 7.5................................................................................23Chapter 3

Terminology Changes ...........................................................................................................233.1User Interface Changes.........................................................................................................233.2Enhanced Features.................................................................................................................243.3New Features........................................................................................................................253.4Limitations.............................................................................................................................273.5Report Migration....................................................................................................................273.6

Help.......................................................................................................................................29Chapter 4

More Information...................................................................................................................31Appendix A

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Contents

Introduction

The EPM add-in version 10.0 merges and replaces the features offered by:• The Analyzer module of SAP BusinessObjects Extended Analytics 7.5.• The Interface for Office (Interface for Excel, Interface for Word and Interface for PowerPoint) of SAP

BusinessObjects Planning and Consolidation 7.5.

The EPM add-in is provided with the following EPM solutions:• SAP BusinessObjects Financial Consolidation 10.0.• SAP BusinessObjects Profitability and Cost Management models 10.0.• SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver 10.0.• SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform 10.0.

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Introduction

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Introduction

What's New Compared to Planning and Consolidation7.5

2.1 Terminology Changes

Some terms have changed for SAP BusinessObjects Planning and Consolidation.

The following terms that have changed are used in the EPM add-in:

Terms in version 10Terms in version 7.5

contextcurrent view

environmentapplication set

modelapplication

input forminput schedule

ownership-based hierarchiesdynamic hierarchies

savesubmit

DocumentsContent Library

2.2 User Interface Changes

The EPM add-in contains dialog boxes where there were none in version 7.5. For this reason, the add-inoffers a completely different interface and way of working, meaning that you will be able to perform thesame actions as in version 7.5 but in a different way.

The following already existing user interface items in version 7.5 have been renewed or enhanced:• New pane. You can create reports by using the EPM pane. You can either place dimensions in the

appropriate sections of the pane or drag and drop the dimensions directly into the worksheet.• Context. The context can still be displayed inside the pane but can now also be displayed in a

dedicated horizontal bar: the EPM Context bar. You can specify display settings for the bar.

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What's New Compared to Planning and Consolidation 7.5

2.3 Moved Features

The following features that were available in the Interface for Excel in version 7.5 are available in version10.0 in the Consolidation Central view of the web client of Planning and Consolidation.• Actions on journals. Using the EPM add-in, you can click a dedicated button from the EPM tab of

the Excel ribbon as a shorcut to the Journals view in Consolidation Central. All actions on Journalsare performed in the Journals view.

• Setup of ownership-based hierarchies (new name for "dynamic hierarchies"). The ownership-basedhierarchies are set up in the Ownership Manager view in Consolidation Central. In the EPM add-in,you can then display in a report how the group structure has evolved over time.

2.4 EvDREs

In version 7.5, you create EvDREs. In the EPM add-in 10.0, you create reports, set options and formatthe reports in the user interface, using items such as dialog boxes to achieve the same results.• Creating Reports

There are different ways of creating reports in the EPM add-in. The two main dialog boxes to createand modify a report are the Report Editor and the Member Selector.

• Setting Options

You can specify various options for reports in the EPM add-in, in the following dialog boxes: UserOptions, Sheet Options, Options tab of the Report Editor.

• Defining Formatting Settings

You can define all the format settings to be applied to reports in the EPM add-in, in the dynamicformatting sheet.

However, with the EPM add-in 10 SP04 Patch 01, you can open and use the EvDREs you have createdin version 7.5. Some behavior differences exist between version 7.5 and version 10 SP04 Patch 01.For more information, see Existing EvDRE - Differences in version 7.5 and version 10.

2.4.1 EvDRE Migration - Equivalent Features in the EPM add-in

In this section, the corresponding EPM add-in features are listed for EvDRE items.

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Note:The EvDRE migration is documented in the SAP BusinessObjects EPM Solutions, add-in for MicrosoftOffice Help.

KeysRange

Equivalent features in EPM add-inEvDRE items

EPM pane or Layout tab of the Report EditorPageKeyRange,RowKeyRange,ColKeyRange

Keep Formula on Data option in the Sheet Options or local memberto be defined in the Local members tab of the Report Editor.

CellKeyRange

Read-only Data tab of the Report EditorGetOnlyRange

ExpansionsRange


• equivalent features for the COL and ROW parameters: EPM pane or Layouttab of the Report Editor

• equivalent features for the SHEET parameter:Worksheet Generation

ExpandIn

EPM pane or Layout tab of the Report EditorDimension

Member Selector or EPMDimensionOverride function.MemberSet

EPMInsertCellsBeforeAfterBlock functionBeforeRange,After-Range

Remove Empty Rows and Remove Empty Columns options in the Sheet Op-tions or the Options tab of the Report Editor.

Suppress

entering members directly in a sheet or using the Member SelectorInsert

SortRange


Sorting tab of the Report EditorSortRange

OptionRange


Auto Fit Column Width option in the Sheet Options and User OptionsAutoFitCol

Ranking tab of the Report EditorBottom

No longer used by version 10.0 technology.DumpDataCache

Dynamic selection in the Member SelectorExpandOnly

Display ownership-based hierarchies in a report.GroupExpansion

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Display Name options in the Sheet OptionsHideColKeys

Display Name options in the Sheet OptionsHideRowKeys

Freeze Data Refresh in the User Options and Report OptionsNoRefresh

Freeze Data Save in the Report OptionsNoSend

No longer used by version 10.0 technology.PctInput

No longer used by version 10.0 technology.QueryEngine

No longer used by version 10.0 technology.QueryType

No longer used by version 10.0 technology.QueryViewName

Keep Formula on Data and Show Source Data in Comments in the SheetOptions and the Options tab of the Report Editor

ShowComments

Empty Cell Default Value option the Sheet Options and the Options tab of theReport Editor

ShowNullAsZero

Member Sorting and Grouping feature in the Member SelectorSortCol

Display Only Base Level Data in the Options tab of the Report EditorSqlOnly

Calculate Parents in Hierachies option in the Sheet Options and the Optionstab of the Report Editor

SumParent

Excluded Members tab in the Options tab of the Report EditorSuppressDataCol

Excluded Members tab in the Options tab of the Report EditorSuppressDataRow

Remove Empty Rows and Remove Empty Columns options in the Sheet op-tions and the Options tab of the Report Editor

SuppressNoData

Ranking tab of the Report EditorTop

FormatRangeAll the format settings are specified in the "dynamic formating sheet" in the EPM add-in. You can displayand modify the format settings by selecting View Formats from the EPM tab of the Microsoft OfficeExcel ribbon.

2.4.2 Existing EvDRE - Differences in version 7.5 and version 10

With the EPM add-in 10 SP04 Patch 01, you can open and use the EvDREs you have created in version7.5.

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Note:As the EPM add-in does not enable to create EVDREs, the UI dialog box enabling to create them doesnot exist anymore and when you enter =EVDRE( ) in a cell and perform a refresh, it does not workanymore.

However, some differences (listed below) exist between version 7.5 and version 10 SP04 Patch 01.

Workbook OptionsThe following options do not exist anymore in the workbook options:• "Override Current View" options: the equivalent features in the EPM add-in is the Context Lock in

the Context Options. Also, as an equivalent to the "Save CV with active book" option that existed inversion 7.5, you can use the Context Lock feature.

• "Refresh after data send": the equivalent feature in the EPM add-in is the Save Data (button in theEPM tab of the ribbon).

• "EVDRE: Refresh by sheet": the equivalent feature in the EPM add-in is the Refresh (button in theEPM tab of the ribbon).

Select Members CommandIn the contextual menu, the "Select members" command does not exist in version 10. The equivalentfeature in the EPM add-in is the Insert Member feature.

Member Order for BAS KeywordWhen specifying the BAS keyword, the same members are retrieved, but in a different order.

• In version 7.5, based on the hierarchy above, the members are retrieved in the following order: Entity1, Entity 2, Entity 3, Entity 4, Entity 5, Entity 6, Entity 7, Entity 8.

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• In version 10, based on the hierarchy above, the members are retrieved in the following order(hierarchy level order): Entity 8, Entity 1, Entity 2, Entity 7, Entity 3, Entity 4, Entity 5, Entity 6.

Member Retrieval for MEMBERS KeywordThe following behavior difference exists between version 7.5 and version 10 only in multi-hierarchycases. In version 10, a member with the same code in two hierarchies is retrieved twice.

Member Retrieval for BASMEMBERS KeywordThe following behavior difference exists between version 7.5 and version 10 only in multi-hierarchycases. In version 10, a member with the same code in two hierarchies is retrieved twice.

Member IDIn version 10, the ID of a Planning and Consolidation member cannot contain a blank member anddoes not support non-latin characters.

Default Expand/RefreshIn version 7.5, by default, when clicking the Expand button in the ribbon, the workbook was expanded.Now in version 10, the worksheet is expanded by default.

Dynamic hierarchies / Ownership-based hierarchiesNote:"Dynamic hierarchies" have been renamed into "Ownership-based hierarchies" in version 10.

In version 10, the two hierarchies Group and Entity are merged into a virtual hierarchy (based on therelations defined in the ownership-based hierarchy) and the dynamic selection is applied to the virtualhierarchy.

Here is an example.

This is the Group hierarchy:

This is the Entity hierarchy:

Based on the relations between Group members and Entity members, and according to Category andTime, the two Group and Entity hierarchies are merged into the following virtual hierarchy :

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If the dynamic expansion you have defined is DEP(G2), these members will first be retrieved:

EntityGroup

E3

E4

G4

G5

Then, the groups corresponding to entities E3 and E4 are retrieved and the entites corresponding togroups G4 and G5 are retrieved. This is what you will see as a result:

EntityGroup

E3G2

E4G2

E - G4G4

E - G5G5

2.5 EV Functions

Changes to EV functions available in version 7.5 include the following:• Some function names have changed.• Some functions are now features.

Renamed EV FunctionsThe following functions have been renamed:

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Note:the version 7.5 names still continue to work, namely when you migrate EvDREs.

EPM functions in version 10.0EV functions in version7.5

EPMModelCubeDescEvAPD

EPMModelCubeIDEvAPP

EPMEnvDatabaseDescEvASD

EPMEnvDatabaseIDEvAST

EPMComparisonEvBET

EPMBookEvBNV

EPMCommentPartialContextEvCGP

EPMCommentFullContextEvCGT

EPMSaveCommentEvCOM

EPMContextMemberEvCVW

EPMMemberDescEvDES

EPMDimensionTypeEvDIM

EPMDocumentListEvDNV

EPMRetrieveDataEvGET

EPMScaleDataEvGTS

EPMLink. Also, equivalent feature in the EPM add-in: Quick Links.EvHOT

EPMURLEvHNV

EPMWorkStatusEvLCK

EPMSelectMemberEvMBR

EPMExecuteAPI

Note:The name EvMNU has changed to EPMExecuteAPI, and its parametershave changed. Therefore, former EvMNU functions are not supported.

EvMNU

EPMMemberPropertyEvPRO

EPMDimensionPropertyEvPRP

EPMCellRangesEvRNG

EPMRefreshTimeEvRTI

EPMSaveDataEvSND

EPMServerEvSVR

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EPM functions in version 10.0EV functions in version7.5

EPMMemberOffset

Note:This function can be used for any dimension, not just the Time dimension.Consequently, the "Level" parameter does not support the 7.5 keywords,such as YEAR and MONTH.

EvTIM

EPMUserEvUSR

EPMDocumentOsCLD

EV Functions Turned into FeaturesThe EV functions (in the following table) that are available in version 7.5 are now features in the userinterface.

Therefore, these EV functions are not supported anymore.

Features in version 10.0EV functions in version 7.5

Use the Report Editor and the Member Selector to create a report withranking and sorting features and hierarchical dynamic selection (NewReport or Edit Report button in the EPM tab of the ribbon).

EvENE, EvEXP, EvSET

Use Quick Links to access a report from another report (Quick Linksbutton in the EPM tab of the ribbon).

EvHOT

Enter data in the worksheet and perfom a data save (Save Data button inthe EPM tab of the ribbon).

EvINOP

Create a local member with the EPMMEMBER variable ( in the EPM tabof the ribbon: New Report or Edit Report button, then Local Memberstab).

EvLST

Create a report with hierarchical dynamic selection and nested dimensions.EvNXP

Create a report and use the Member Selector to select members basedon their property values.

EvPXR

Save the worksheet or workbook without a refresh (in the EPM tab of theribbon: Save Data > Save Worksheet Data or Save Workbook Data).

EvSEN

This function was related to the Insight module in version 7.5.OsAMT

2.6 New Features

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The following features are new in the EPM add-in version 10.0, compared to Planning and ConsolidationInterface for Office 7.5:

Report Creation by Drag and Drop in the WorksheetUsing the EPM pane, you can create reports by dragging and dropping the dimensions directly in theworksheet.

Member RecognitionYou can create a report manually: you can enter dimensionmembers andMicrosoft Office Excel formulasdirectly in a cell of a report. When the Member Recognition is activated, the members are automaticallyrecognized and the Microsoft Office Excel formulas are automatically converted into local members.

Local MembersYou can create members mainly for calculations on the current report. These members are called "localmembers". Local members have the same behavior as any other member, but they contain standardMicrosoft Office Excel formula or EPM functions.

Data FilteringYou can filter data in a report by using the Filtering of the Report Editor.

Expand/Collapse in the Page AxisYou can perform an expand or a collapse on a member that is part of the column axis.

Switching AxesDirectly from the EPM pane, you can invert the row and the column axes of a report.

Report HighlightDirectly from the EPM pane, you can highlight the current report. When a sheet contains several reports,it enables you to differentiate reports from one another.

Formatting on Hierarchy LevelsUsing the dynamic formatting sheet, you can define format settings for the different levels of hierarchies(structural or relative hierarchies).

Book Publication: new for Planning and Consolidation, version for SAP NetWeaverThe Book Publication is available in the EPM add-in for Planning and Consolidation, version for SAPNetWeaver.

Note:In version 7.5, this feature was only available for Planning and Consolidation, version for the Microsoftplatform.

You can access the Book Publication feature by selecting EPM > Book Publication from the Excelribbon.

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2.7 Features in version 7.5 that are not Provided by the EPM add-in

The following features that were provided by Planning and Consolidation, version for SAP NetWeaverand/or Planning and Consolidation, version for the Microsoft platform are not available in the EPMadd-in:• Custom menus and EvMNU parameters. In the EPM add-in, you can however define the following

shortcuts to EPM add-in features:• Execute a macro directly from a worksheet cell, by using the "EPMExecuteAPI" function.• Display Business Process Flow actions and execute them from the EPM pane.

• VBA macros: the EPM add-in provides macros, but with different names. If you want to use macros,you need to use the new ones. To consult the list of macros in version 7.5 and the correpondingmacros in version 10, see List of Macros in version 7.5 and macros in version 10 in this document.All new macros are documented in the API section of the SAP BusinessObjects EPM Solutions,add-in for Microsoft Office Help.

• Some EV functions are no longer supported. See EV Functions.• Data save (called "data submit" in version 7.5) is not available in the EPM add-in when using Microsoft

Office Word and PowerPoint.

Note:Some features will be delivered in future support packages for version 10.0. Refer to the list of limitationsin the appropriate SAP note.

2.8 Precisions on Other Features

Park and GoThis feature no longer exists as one single feature.

In the EPM add-in, you can still perform the same actions using several different features:• To lock members of the context for the worksheet, use the Context Options.• To freeze data refresh, use the Freeze Data Refresh option.• To work in the workbook offline, use the Offline mode.

Word and PowerPoint• Inserting Insight KPI: this feature was related to the Insight module in version 7.5.• Inserting Interface for Excel objects: this is not available in the EPM add-in. Since Word and

PowerPoint objects are directly used in Word and PowerPoint, you no longer need to embed Excelobjects.

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2.9 List of Macros in version 7.5 and macros in version 10

All new macros are documented in the API section of the SAP BusinessObjects EPM Solutions, add-infor Microsoft Office Help.

This table lists the macros in version 7.5 and the correponding macros in version 10.

Macros in version 10Macros in version 7.5

use native Excel macroEVGOTOHOMESHEET

use native Excel macroMNU_eANALYZE_OPENMY

OpenServerReportFolderMNU_eANALYZE_OPENSTAN-DARD

RefreshMNU_eANALYZE_REFRESH

OpenServerReportFolderMNU_eANALYZE_REPORTWIZ-ARD

use native Excel macroMNU_eANALYZE_SAVEMY

DataManagerClearSavedPromptValuesMNU_eDATA_CLEARPROMPT-VALUE

DataManagerOpenFileDownloadDialogMNU_eDATA_DATADOWN-LOAD

DataManagerOpenDataPreviewDialogMNU_eDATA_DATAPREVIEW

DataManagerOpenFileUploadDialogMNU_eDATA_DATAUPLOAD

no equivalent since this is linked to a feature that is now part of theAdministration view of Planning and Consolidation.

MNU_eDATA_MANAGE-SITEPACKAGE

DataManagerCreateConversionFileMNU_eDATA_NEWCONVER-SIONFILE

DataManagerCreateConversionSheetMNU_eDATA_NEWCONVER-SIONSHEET

DataManagerCreateNewTransformationSheetMNU_eDATA_NEWTRANSFOR-MATION

DataManagerOpenConversionFileDialogMNU_eDATA_OPENCONVER-SIONFILE

DataManagerOpenTransformationFileDialogMNU_eDATA_OPENTRANS-FORMATION

DataManagerOpenOrganizePackageDialogMNU_eDATA_ORGANIZEPACK-AGE

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DataManagerOpenRunPackageDialogMNU_eDATA_RUNPACKAGE

DataManagerValidateConversionFileDialogMNU_eDATA_SAVECONVER-SIONFILE

DataManagerValidateConversionFileDialogMNU_eDATA_SAVEASCON-VERSIONFILE

DataManagerValidateTransformationFileDialogMNU_eDATA_SAVESTRANS-FORMATION

DataManagerValidateTransformationFileDialogMNU_eDATA_SAVETRANS-FORMATION

DataManagerRunPackageMNU_eDATA_SELECTPACK-AGE

DataManagerValidateServerTransformationFileDialogMNU_eDATA_TESTTRANSFOR-MATIONWDATA

DataManagerOpenViewStatusDialogMNU_eDATA_VIEWSTATUS


MNU_eJOURNAL_QUERY


MNU_eJOURNAL_REPORT

OpenSpecificDocumentMNU_ePUBLISH_OPENPUBLI-CATION

OpenBookPublicationTemplateMNU_ePUBLISH_PUBLISH-BOOK_EDIT

CreateBookPublicationTemplateMNU_ePUBLISH_PUBLISH-BOOK_NEW

SaveBookPublicationTemplateMNU_ePUBLISH_PUBLISH-BOOK_SAVE

SaveAsBookPublicationTemplateMNU_ePUBLISH_PUBLISH-BOOK_SAVEAS

ValidateBookPublicationTemplateMNU_ePUBLISH_PUBLISH-BOOK_VALIDATE

OpenBookPublicationWizardMNU_ePUBLISH_PUBLISH-BOOK_WIZARD

OpenDistributionTemplateMNU_ePUBLISH_OFFLINE_ED-IT

CreateDistributionTemplateMNU_ePUBLISH_OF-FLINE_NEW

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SaveDistributionTemplateMNU_ePUBLISH_OF-FLINE_SAVE

SaveAsDistributionTemplateMNU_ePUBLISH_OF-FLINE_SAVEAS

ValidateDistributionTemplateMNU_ePUBLISH_OF-FLINE_VALIDATE

OpenDistributionWizardMNU_ePUBLISH_OF-FLINE_WIZARD

OpenAddCommentEditorMNU_ESUBMIT_COMMENT

OpenAddCommentEditorMNU_ESUBMIT_COM-MENT_AFTER_SENDDATA

SaveAndRefreshWorkbookData andSaveAndRefreshWorksheetDataMNU_eSUBMIT_CURRENT


MNU_ESUBMIT_MANAGE_DY-NAMICHIERARCHIES

OpenWorkStatusEditorMNU_eSUBMIT_MODIFY

use native Excel macroMNU_eSUBMIT_OPENMY

OpenServerInputFormFolderMNU_eSUBMIT_OPENSTAN-DARD

RefreshMNU_eSUBMIT_REFRESH

SaveAndRefreshWorkbookDataMNU_eSUBMIT_REFSCHED-ULE_BOOK_CLEARAN-DREFRESH

SaveWorksheetDataMNU_eSUBMIT_REFSCHED-ULE_BOOK_NOACTION

SaveWorksheetDataMNU_eSUBMIT_REFSCHED-ULE_BOOK_NOAC-TION_SHOWRESULT

SaveWorkbookDataMNU_eSUBMIT_REFSCHED-ULE_BOOK_NODIA-LOG_SHOWRESULT

SaveAndRefreshWorkbookDataMNU_eSUBMIT_REFSCHED-ULE_BOOK_REFRESH

SaveAndRefreshWorksheetDataMNU_eSUBMIT_REFSCHED-ULE_SHEET_CLEARAN-DREFRESH

SaveWorksheetDataMNU_eSUBMIT_REFSCHED-ULE_SHEET_NOACTION

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SaveAndRefreshWorksheetDataMNU_eSUBMIT_REFSCHED-ULE_SHEET_REFRESH

use native Excel macroMNU_eSUBMIT_SAVEMY

OpenServerInputFormFolderMNU_eSUBMIT_SCHEDULE

SaveWorkbookData and SaveWorksheetDataMNU_ESUBMIT_SENDDATA

SaveWorkbookData and SaveWorksheetDataMNU_ESUBMIT_SENDDA-TA_AFTER_COMMENT

SaveWorksheetDataMNU_eSUBMIT_SUBMIT

SetActiveConnectionMNU_eTOOLS_CHANGEAPP

ExpandMember and ExpandMNU_eTOOLS_DRILLDOWN

Back, Collapse and CollapseMemberMNU_eTOOLS_DRILL-DOWN_BACK

ExpandMember and ExpandMNU_eTOOLS_DRILL-DOWN_FORWARD

DrillThrough and DrillThroughToURLMNU_eTOOLS_DRILLTHROUGH

RefreshMNU_eTOOLS_EXPAND

RefreshMNU_eTOOLS_EXPANDAN-DREFRESH

OpenDimensionAndMemberSelectorMNU_eTOOLS_MEMBERSE-LECTOR_x

OpenServerRootFolderMNU_eTOOLS_OPENSTAN-DARD

OpenUserOptionsMNU_eTOOLS_OPTION

GoOfflineMNU_eTOOLS_PARKNGO

RefreshActiveWorkbookMNU_eTOOLS_REFRESH

RefreshSelectedCellsMNU_ETOOLS_RE-FRESHRANGE

SaveToServerRootFolderMNU_eTOOLS_SAVES-TANDARD

RefreshActiveWorkbookMNU_eTOOLS_UPDATEAPPIN-FO

OpenSheetOptionsMNU_eTOOLS_WBOPTION

SetContextMemberSETCV

This table lists the events in version 7.5 and the correponding events in version 10.

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Events in version 10Events in version 7.5

BEFORE_CONTEXTCHANGEBEFORE_CHANGECVW

AFTER_CONTEXTCHANGEAFTER_CHANGECVW

BEFORE_REFRESHBEFORE_REFRESH

AFTER_REFRESHAFTER_REFRESH

BEFORE_SAVEBEFORE_SEND

AFTER_SAVEAFTER_SEND

BEFORE_EXPANDBEFORE_EXPAND

AFTER_EXPANDAFTER_EXPAND

Note:

• BEFORE_EXPAND and AFTER_EXPAND only apply to EvDRE reports.• In version 7.5, a parameter was needed for the above events, such as BEFORE_REFRESH(Argument

as String). In version 10, no parameter is needed for events: BEFORE_REFRESH().

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What's New Compared to Analyzer 7.5

3.1 Terminology Changes

The following terms have changed in the EPM add-in 10.0 compared to Analyzer 7.5:

Note:some changes are related to term changes in other applications the EPM add-in works with.

Terms in version 10Terms in version 7.5

excluderemove (a member)

Report EditorReport Manager

page axispage header

row axisrow header axis

column axiscolumn header axis

base levelleaves (members that are not nodes)

BI launch pad(publish a file to) InfoView

3.2 User Interface Changes

The following user interface items are new compared to Analyzer 7.5:• EPM pane. You can create reports by using the pane. You can either place dimensions in the

appropriate sections of the pane or drag and drop the dimensions directly in the worksheet.• EPM Context bar and Context Options.

The context feature comes from Planning and Consolidation 7.5 ("context" is the version 10.0 termfor "current view" in version 7.5).

The context specifies the dimensions and associated members for a specific connection.

The context represents the following:• The dimensions that are included in the current cube/model.

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• The members that are used in the current display of a report (or the saved members in an offlinereport).

The context is displayed in the dedicated EPM Context bar.

In the Context Options, you can:• Lock dimensions for the current sheet or the whole workbook.• Specify display settings for the EPM Context bar: hide dimensions, specify colors, order

dimensions, choose whether ot not the dimension names should appear.

3.3 Enhanced Features

The following Analyzer 7.5 features have been enhanced:

Dynamic formatting sheet• You can now specify format settings for the page axis.• You can now specify format settings for a property-based member.• You can define format settings for the relative levels, meaning levels displayed in the reports, and

not levels as defined in the structure (use the Relative Levels option). Additionally, you can invertthe level order, the lowest level is displayed in first position (use the Start formatting from thelowest level displayed option).

• Once you have specifed format settings, you can now specify which settings of the defined formatyou want to apply, or define additional settings, in the Use column of the formatting sheet.

Book PrintingThe Book Printing feature has been enhanced and is now called Book Publication. Using a template,you can now print or generate files in PDF format, for one or more reports and for one or more variablemembers. You can launch the publication at any time or you can schedule it.

Asymmetric reportsYou can now create asymmetric reports that are dynamic, using the Exclude feature (this feature iscalled "Remove" in Analyzer 7.5). Excluded members are now kept.

Member Selector• You can now select members based on the levels of the hierarchy.• You can now select members based on their property values.• You can select members based on the context members.• Member offset: you can display a member related to another member by specifying an offset from

a given member to retrieve the previous or subsequent member.• You can sort and group members based on their property values.

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Connection ManagementYou can now create several reports in a worksheet where each report can be connected to a differentEPM application, using a local or an SAP BusinessObjects Enterprise connection.

There are three types of connections:• SAP BusinessObjects Enterprise connections. These are connections that are stored on the SAP

BusinessObjects Enterprise platform. If you have opened the EPM add-in from the BI launch pad,you can use these connections.

• Local connections. Local connections are .oqy files. These connections can be stored on yourmachine or another machine on the network.

• Planning and Consolidation connections.

Data Sorting, Filtering and Ranking• Data sorting.

• You can now sort data by more than one column.• You can also sort the data based on the first or the last column.

• Data filtering.• Using the Retain Members option, you can now select one or more specific members that you

want to display in the report, whether or not it meets the defined filtering criteria.• If the row axis contains more than one dimension, using theKeep Blocks option, when a member

is displayed in the report because it meets the filtering criteria, you can specify that the wholeblock to which it belongs is displayed as well.

• RetainMembers andKeepBlocks options both selected: In the case where the row axis containsmore than one dimension, you can also specify that not only the retained member be displayedin the report but also the block to which the selected member belongs.

• Data Ranking. You can now rank the data based on the first or the last column.

Flash Object Creation using the EPM Connector• The user interface has been changed.• Performances have been improved.• You can now select more than one dimension in a report axis.• Dashboards are now refreshed when the EPM Context is updated.

3.4 New Features

The following features are new in the EPM add-in version 10.0, compared to Analyzer 7.5:

Report Creation using the PaneYou can create reports by using the EPM pane. You can either place dimensions in the appropriatesections of the pane or drag and drop the dimensions directly in the worksheet.

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Cell-based formulas: EPM functionsThe EPM functions are formulas that enable you to retrieve specific information or data and to make areport behave in a certain way, providing power and flexibility to reports.

Override Cell Content with FormulasYou can enter a formula in a cell that already contains data. When you perform a refresh, the formulais not removed if you select the Keep Formula on Data option.

Offline ModeYou can make the current workbook an offline workbook so any user can read it even the users thatdo not have the EPM add-in installed. When offline, a workbook behaves like a standard MicrosoftOffice Excel workbook.

Workbook DistributionYou can make report workbooks available to a set of users by storing the workbooks in a folder orsending them by email. Using a template, workbooks are generated for one or more reports and forone or more variable members. You can launch the distribution at any time or you can schedule it.

Worksheet GenerationYou can automatically generate several reports in several sheets within the current workbook, basedon an existing report contained in a sheet. This feature enables you to quickly create several worksheetsinside a single workbook and saves you from having to create several reports for different dimensionmembers.

Quick LinksYou can create quick links in a report to another report contained in another Microsoft Excel workbook,Word document or PowerPoint presentation.

Local MembersYou can create members mainly for calculations on the current report. These members are called "localmembers". Local members have the same behavior as any other member, but they contain standardMicrosoft Office Excel formula or EPM functions.

Note:Excel formulas are now automatically converted into local members instead of custom members.However, you can convert local members into custommembers (on a Local or an SAP BusinessObjectsEnterprise connection).

EPM add-in in Microsoft Office Word and PowerPointThe EPM add-in installs also for Word and PowerPoint.

In Word and PowerPoint, you can use many of the features that are offered in Excel, namely:• Copy and paste an existing report. You can perform a copy/paste from and to: a Microsoft Office

Excel worksheet, a Microsoft OfficeWord document and a Microsoft Office PowerPoint presentation.• Create reports using the Report Editor and the EPM pane. You can select dimension members in

the Member Selector dialog box.

Additionally, you can insert data.

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3.5 Limitations

The up-level alerts feature will be delivered in future support packages for version 10.0. Refer to thelist of limitations in the appropriate SAP note.

3.6 Report Migration

You can automatically migrate reports created with SAP BusinessObjects Extended Analytics Analyzer7.5. Dynamic formatting sheets are also migrated.

Note:The report migration is documented in the SAP BusinessObjects EPM Solutions, add-in for MicrosoftOffice Help.

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Help

As the EPM add-in supports multi-reports on multi-EPM applications, the Help covers all featuresprovided by the add-in in all the EPM applications. When a feature is only supported by certain EPMapplications, this is specified.

Note:The EPM add-in Help is not included in any of the help sets of the other EPM applications.

The Help includes a migration section that describes how to migrate:• Reports created with Extended Analytics Analyzer 7.5.• EvDREs created with Planning and Consolidation 7.5.

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Help

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Help

More Information

LocationInformation Resource

http://www.sap.comSAPBusinessObjects product infor-mation

Navigate to http://help.sap.com/businessobjects and on the "SAP Busi-nessObjects Overview" side panel click All Products.

You can access the most up-to-date documentation covering all SAPBusinessObjects products and their deployment at the SAP Help Portal.You can download PDF versions or installable HTML libraries.

Certain guides are stored on the SAP Service Marketplace and are notavailable from the SAP Help Portal. These guides are listed on the HelpPortal accompanied by a link to the SAP Service Marketplace. Customerswith a maintenance agreement have an authorized user ID to accessthis site. To obtain an ID, contact your customer support representative.

SAP Help Portal

http://service.sap.com/bosap-support > Documentation• Installation guides: https://service.sap.com/bosap-instguides• Release notes: http://service.sap.com/releasenotes

The SAP Service Marketplace stores certain installation guides, upgradeand migration guides, deployment guides, release notes and SupportedPlatforms documents. Customers with a maintenance agreement havean authorized user ID to access this site. Contact your customer supportrepresentative to obtain an ID. If you are redirected to the SAP ServiceMarketplace from the SAP Help Portal, use the menu in the navigationpane on the left to locate the category containing the documentation youwant to access.

SAP Service Marketplace

https://cw.sdn.sap.com/cw/community/docupedia

Docupedia provides additional documentation resources, a collaborativeauthoring environment, and an interactive feedback channel.

Docupedia

https://boc.sdn.sap.com/

https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibraryDeveloper resources

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More Information

http://www.sap.com

http://help.sap.com/businessobjects

http://service.sap.com/bosap-support

https://service.sap.com/bosap-instguides

http://service.sap.com/releasenotes

https://cw.sdn.sap.com/cw/community/docupedia

https://boc.sdn.sap.com/

https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibrary

LocationInformation Resource

https://www.sdn.sap.com/irj/boc/businessobjects-articles

These articles were formerly known as technical papers.SAP BusinessObjects articles onthe SAP Community Network

https://service.sap.com/notes

These notes were formerly known as Knowledge Base articles.Notes

https://www.sdn.sap.com/irj/scn/forumsForums on the SAP CommunityNetwork

http://www.sap.com/services/education

From traditional classroom learning to targeted e-learning seminars, wecan offer a training package to suit your learning needs and preferredlearning style.

Training


The SAP Support Portal contains information about Customer Supportprograms and services. It also has links to a wide range of technical in-formation and downloads. Customers with a maintenance agreementhave an authorized user ID to access this site. To obtain an ID, contactyour customer support representative.

Online customer support

http://www.sap.com/services/bysubject/businessobjectsconsulting

Consultants can accompany you from the initial analysis stage to thedelivery of your deployment project. Expertise is available in topics suchas relational and multidimensional databases, connectivity, databasedesign tools, and customized embedding technology.

Consulting

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More Information

https://www.sdn.sap.com/irj/boc/businessobjects-articles

https://service.sap.com/notes

https://www.sdn.sap.com/irj/scn/forums

http://www.sap.com/services/education


http://www.sap.com/services/bysubject/businessobjectsconsulting