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SAP Business Information Warehouse Report Overview 08 Oct 2010 U2K2 Vietnam – IM Track

u2k2 Vn Cm Im020 Bw Bex 7.0 Overview v1.0

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SAP Business Information WarehouseReport Overview

08 Oct 2010

U2K2 Vietnam – IM Track

• Introduction• Facilitator Introduction

• House Rules

• Training Objectives

• Accessing SAP Productivity Pack

• Report Champion Folder

• Enterprise Structure & Master Data

• BEx (BW) Reporting & Analysis

• Questions & Answers

2

BW Bex 7.0 Overview - Agenda

3

Facilitator Introduction

• Role at Unilever

• Role in the U2K2 Program

4

House Rules

Cell Phones on Silent

Designated Smoking Areas

Restrooms

Questions

Emergency Exits

Parking Lot

• Introduction• Facilitator Introduction

• House Rules

• Training Objectives

• Accessing SAP Productivity Pack

• Report Champion Folder

• Enterprise Structure & Master Data

• BEx (BW) Reporting & Analysis

• Questions & Answers

5

BW Bex 7.0 Overview - Agenda

6

Learning LabsFocus Groups(Changes, Process

Improvements, SOPs)

Training Materials

RWD Application Simulations

SAP & BW Navigation Training

(eLearning)

Hands-On SAP Practice Environment

1 2

3 4

Processed-Based SAP Training

Business Simulations

Notes

Process

Unity 2AAFinancial Accounting

Detailed Process Flow – FI020-010 Logistics Invoice Verification

Roles

Filename: VisioDocumentStatus: FINAL

Page: 2 of 10Confidential

FSS Clerk

Select SAP transaction code & Enter remaining

invoice details in SAP

Post as Parked Invoice ?

OmniflowDatabase

Post Invoice (Tcode : MIRO /MRKO )

Price Variance within

tolerance?

Quantity variance?

Park Invoice (Tcode: MIR 7)

YesInvoices in Omniflow?

Page 5.1

No

Start Process

Page 3.1

Page 2.1

Page 2.2

Invoice match with PO /GR? No

Yes

Yes

Yes Yes

Page 4.3

Data will be sent online to

Omniflowvia Interface

Inform Buyer /Vendor and FSS

Clerk

No

No

No

Risk 1, 2 Control 3,4

Notes

Process

Unity 2AAFinancial Accounting

Detailed Process Flow – FI020-010 Logistics Invoice Verification

Roles

Filename: VisioDocumentStatus: FINAL

Page: 2 of 10Confidential

FSS Clerk

Select SAP transaction code & Enter remaining

invoice details in SAP

Post as Parked Invoice ?

OmniflowDatabase

Post Invoice (Tcode : MIRO /MRKO )

Price Variance within

tolerance?

Quantity variance?

Park Invoice (Tcode: MIR 7)

YesInvoices in Omniflow?

Page 5.1

No

Start Process

Page 3.1

Page 2.1

Page 2.2

Invoice match with PO /GR? No

Yes

Yes

Yes Yes

Page 4.3

Data will be sent online to

Omniflowvia Interface

Inform Buyer /Vendor and FSS

Clerk

No

No

No

Risk 1, 2 Control 3,4

U2K2’s “Enhanced Learning” ApproachU2K2 utilizes a multi-step, enhanced learning and certification approach to prepare employees to perform their new responsibilities at Go-Live.

U2K2 Passports(users must be certified before they obtain SAP IDs)

Knowledge Assessment

+Skill Assessment

=

7

Training Objectives

Understand the track relevant to you.

Identify your role within the process.

Identify any changes (system and process) that will affect how you do your job once U2K2 goes live.

Understand key concepts, terminology and sub-processes related to your track.

Perform SAP transactions relevant to your role.

The objective of U2K2 End User Training is to ensure that you are equipped with the skills and knowledge to perform your business roles using the U2K2 system and processes. The U2K2 End User Training will enable you to:

• Introduction• Facilitator Introduction

• House Rules

• Training Objectives

• Accessing SAP Productivity Pack

• Report Champion Folder

• Enterprise Structure & Master Data

• BEx (BW) Reporting & Analysis

• Questions & Answers

8

BW Bex 7.0 Overview - Agenda

9

During this training session we will be using RWD uPerform to practice SAP transactions.

RWD uPerform is an SAP training delivery and performance support tool that provides you with a variety of documents types, such as Work Instructions or Application Simulations.

These documents serve as a supplement to your SAP training and as a reference guide when executing your transactions in SAP after Go-Live.

There are two ways to access SAP Help – uPerform documents:• Before Go-Live:

via the following URL : http://cgtsapp20518.s2.ms.unilever.com.• After Go-Live:

via the following URL : http://cgtsapp20518.s2.ms.unilever.com and for ECC modules via the ‘Unity2AA Help’ option in the SAP Help menu as well.

Introduction to RWD uPerform (SAP Help Documents)

10

Document Type Description

Work Instruction (WI) Step-by-step guide on how to complete a specific transaction in SAP with screenshots - available in MS Word or xhtml format

Cue Card Work Instruction without screenshots - available in xhtml format

Simulation (SIM) Flash video - available in playback and assessment mode

Work Instruction and Cue Card Application Simulation

uPerform provides end users with SAP Help Documents such as Work Instructions, Cue Cards and Simulations.

Introduction to RWD uPerform (SAP Help Documents)

1. Access via RWD uPerform Server• Accessed via Internet Explorer• Available before and after go-live

2. Access via SAP Context Sensitive Help • Accessed via SAP Main Menu in Production Environment• Available only after go-live

How to access RWD uPerform documents

1. Open your internet browser and enter the following URL to connect to the uPerform enduser page:http://cgtsapp20518.s2.ms.unilever.com/gm/workplace

2. The screenshot below shows the starting page of the uPerform enduser website.

Note: The Search Functionality will be available before and after Go-Live.

How to access RWD uPerform documents– Access via RWD uPerform Server

U2K2 Vietnam

3. Click on the Search field in the upper right corner of the screen. Type in the t-code and the acronym of your country* in the following order<t-code>, <country acronym>

For Example: VA01, VN

4. Press the Enter key or click the Go button to start the search.

* ANZ = Australia/New Zealand, GC = Greater China, JPN = Japan, MYSG = Malaysia/Singapore, THL = Thailand, ID = Indonesia, SA = South Africa, UAPL = Unilever Asia Private Limited, VN = Vietnam

How to access RWD uPerform documents– Access via RWD uPerform Server

5. uPerform lists the search results by country* and t-code description.Access only uPerform documents that are available for your country.

* ANZ = Australia/New Zealand, GC = Greater China, JPN = Japan, MYSG = Malaysia/Singapore, THL = Thailand, ID = Indonesia, SA = South Africa, UAPL = Unilever Asia Private Limited, VN = Vietnam

How to access RWD uPerform documents – Access via RWD uPerform Server

Search Results

Naming convention for documents: t-code – country – t-code description_language.

6. For Vietnam all uPerform documents are available in English language with English SAP GUI.Some Work Instructions are also available in Vietnamese and will be identified as VN

Here the naming convention (example):

VA01 – VN – Create Sales Order_EN (English)

VA01 – VN – Create Sales Order_VN (Vietnamese)

* ANZ = Australia/New Zealand, GC = Greater China, JPN = Japan, MYSG = Malaysia/Singapore, THL = Thailand, ID = Indonesia, SA = South Africa, UAPL = Unilever Asia Private Limited, VN = Vietnam

How to access RWD uPerform documents – Access via RWD uPerform Server

1. Access the uPerform enduser website as usual via the following link:http://cgtsapp20518.s2.ms.unilever.com/gm/workplace

2. Choose the document that you would like to download.

* ANZ = Australia/New Zealand, GC = Greater China, JPN = Japan, MYSG = Malaysia/Singapore, THL = Thailand, ID = Indonesia, SA = South Africa, UAPL = Unilever Asia Private Limited, VN = Vietnam

How to download Work Instructions

3. Choose the following option in the drop-down menu at the top right corner:Work Instruction (Microsoft Word (DOC))

How to download Work Instructions

4. The following window will pop-up:

4. Press the “Save” button to save the Work Instruction on your PC.

How to download Work Instructions

1. Access via RWD uPerform Server• Accessed via Internet Explorer• Available before and after go-live

2. Access via SAP Context Sensitive Help• Accessed via SAP Main Menu in Production Environment• Available only after go-live

How to access RWD uPerform documents

1. Log in to the R1P (Production) Environment with your SAP User ID and Password:

Searching for help documentsAccess via SAP Context Sensitive Help

Note: Context Sensitive Help will only be available from Go-Live onwards and therefore is not accessible via the Training Environment.

2. Enter the t-code in the command field or access it via the SAP Easy Access Menu.

3. Click on the Help > Unity2AA Help menu item.

4. An Internet Explorer window opens up and lists all the help documents that are available for your t-code, e.g.:

VA01 – VN – Create Sales OrderVA01 – VN – Create Return Sales OrderVA01 – VN – Create a Debit Memo

Should there be only 1 help document available for a particular t-code, SAP context sensitive help will open this document directly for you.Note: Choose only documents that are available for your country.

Searching for help documentsAccess via SAP Context Sensitive Help

• Introduction• Facilitator Introduction

• House Rules

• Training Objectives

• Accessing SAP Productivity Pack

• Report Champion Folder

• Enterprise Structure & Master Data

• BEx (BW) Reporting & Analysis

• Questions & Answers

22

BW Bex 7.0 Overview - Agenda

• Introduction• Facilitator Introduction

• House Rules

• Training Objectives

• Accessing SAP Productivity Pack

• Report Champion Folder

• Enterprise Structure & Master Data

• BEx (BW) Reporting & Analysis

• Questions & Answers

23

BW Bex 7.0 Overview - Agenda

BEx (BW) Reporting & Analysis

Introduction to BW data warehouse.

Logon to Citrix and Open BEx (BW) system

Executing BW Reports

BW Report Navigation

Appendix

Main Objectives:

BW is SAP's end-to-end data warehousing solution. This software tool is used to analyze current and historical data from SAP applications or other legacy system . Data created in SAP R/3/Legacy system is extracted to BW. By using queries, selected data can be analyzed. BW is a read-only system, which means you cannot overwrite the source data.

BW enables you to: Report on large amounts of current and historical data using queries. Perform multi-dimensional analyses according to various business perspectives. Evaluate data in varying degrees of detail. View and organize information in an intuitive and user-friendly Web or Microsoft®

Excel interface.

Introduction to Data Warehouse

SAP BW Architecture

SAP BW in U2K2 Vietnam

SAP Business Explorer Analyzer (BEx) is the reporting tool for BW. Unilever user can access BEx BW report through Citrix server (64 bit farm).

Vietnam will go-live with BW report BEx version 7.0 but user still able to run report by previous BEx version (3.5).

Since there is at least 1 day difference between ECC and BW, for the reports that are very operational and have to show up–to-date data intra-day, ECC reports will be use to cover Business requirement.

In U2K2, there are 2 set of reports:1) Operational – Used for operational reporting (Business Process)

– Technical name : Z<Module>_<Report Name> i.e. ZIM_*, ZPP_*, ZAR_*, etc

2) OPCO Pack – Used for management reporting (KPI) – Technical name : ZOC_<Report

Name>

BEx (BW) Reporting & Analysis

Logon to Citrix and Open BEx (BW) system

Executing BW Reports

BW Report Navigation

Main Objectives:

Logon to Citrix System

Open internet Explorer and enter the below URL address for accessing Unilever Citrix.

https://u2k2apps-d.eu.unilever.com Please Save this link in your Favorites list for your future visiting In order to logon to Citrix system, you need to have Unilever S1 ID: Username: Your domain account name (example: S1\Le-Trieu.Phong) Password: Your password to log onto that account Domain: The domain onto which you log on (S1 or S2 – default domain)

Logon To Citrix:

Logon to Citrix System

After you have successfully logon, you will see the 2 icons U2K2-APO and U2K2-Bex7 on the applications box.

Click on U2K2-Bex7 to access SAP BW.

Logon to Citrix System

After click on U2K2-Bex7, Microsoft Excel 2007 will open.

Right click on the Citrix icon on taskbar to choose “Open Connection Center”.

Logon to Citrix System

Set up the Client File Security as below.

Open BEx (BW) system

On Excel screen, move to Add-Ins tab, you will see the BEx Analyzer Tool bar

To open the BW report, click BEx Analyzer -> Open Query

Executing BW Reports

System will pop up list of systems that available for logon. Scrolling down the list until you see system you want to logon (ex. B4Q (B4Q_Unity_Team)) . Select that system and click OK to logon.

Environment we use :ITC 1 & ITC 2 – B4Q [B4Q_Unity_Team]

UAT – B4R [B4R_Unity_Team]

Production – B2P [B2P_Unity_Team]

*APO BW: A4Q* BIIP: B4Q+B4D+B4S

Executing BW Reports

Each user will receive User ID and password to access BW system:Enter Client = 110 (default), SAP User ID and Password,

Language: blank (default - EN) If User ID and password are correct, system

will show the Open screen as below:

Find: User can find/search any query using a text string or tech name

History: Reports which were run recently by the user are listed

Favorites: User can save their favorite reports to find them easily

Roles: User can see all reports under user-role

Executing BW Reports – Find the report

Executing BW Reports – Selection Screen

* Marks are mandatory fields

Value can be selected from a drop down menu (based on historical values used) or can select from the list of values

Variant of Selection Screen

Users can save their own variants so they do not need to feed same information again and again

Executing BW Reports

BEx Analyzer (7.0) - Layout

Normal Excel Cells

BEx Analyzer Menu,Analysis & Design Toolbox

Chart, Filter, Information Button

Report Area

Free Characteristics Area

Information Area

Report layout can be modified by the user as per their requirement and individual variants can be saved, which can be refreshed as and when required without going through all the steps again and again.

1. Open: To open workbooks or queries in the BEx Analyzer2. Save: To save workbooks or views in the BEx Analyzer, either under existing

names or with new names 3. Refresh / Pause Automatic Refresh: To enable or disable the request of

current valid data from the server 4. Changing Variable Values: To change the variable values in your query

Transfer to a linked ( Prerequisites: You are using a query that contains at least one input-ready variable)

From 5 – 8 for Global design

(2) (4) (6) (8)

(1) (3) (5) (7)

BEx Analyzer (7.0) - Toolbar

This is the BEx Analysis Toolbox component :

Query - The original template of the report that can be used to display the data. However, users are not given authorization to modify the global query.

Workbook - Is an Excel document that includes all BEx components & settings (navigational state of a query)

Characteristic (Row) - Any business term that gives meaning to amounts and/or quantities in your report. Examples include: Company Code, Cost Element, Fiscal Year Period, etc.

– Attributes – Additional information related to one characteristics

i.e. Customer Pricing Group for Customer– Text – Description of characteristic– Hierarchy – Object that store parent-child relation of nodes related to one characteristic i.e.

Customer Hierarchy/Material Hierarchy

Key Figures (Column) - Key figures are measurements stored in a fact table. Examples are amounts and quantities.

Free Characteristic - Characteristics which are not displayed in the initial report result when a query is first executed, but can be accessed/displayed later during report navigation.

BEx Analyzer (7.0) - Component

BW Report Navigation

1. Variants: Set, Save as, Retrieve2. Filtering function3. Drilling function4. Sort function5. Properties function6. Back to start function / Back function7. Save, Retrieve, Refresh report

Objectives:

BEx (7.0) – Variables

Variable selections allow you to set parameters on the data set that displays when the query is executed. 

Running a report without selecting variables may result in delayed processing times as BW accesses an enormous amount of data. Variables allow you to select the data displayed in the report.

When you execute some queries, you are prompted to enter a select certain variables for the report. The mandatory variable fields are identified by (*) at the end of variable name. For example, Company Code (*), Currency (*), Exchange Rate Year (*)

BEx (7.0) – Variant

A variant is a set of variables whose values have been pre-selected and saved by the user. The variant can be used for a specific purpose without the user typing in all the values. 

Because you may refresh this query frequently, you would save this characteristic as a variant so it makes it easier to pull your report.  

The Save as New Variant function is useful if some of your variables will be constant every time you run the report. By saving those selections as a variant, you can retrieve the report with the same settings at a later date.

BEx (7.0) – Save As Variant Screen

After you click the Save as New Variant icon, a SAP ABAP screen appears to prompt you for information about the variant you wish to save.

1) Enter a variant name on the Description (*) field. For example, enter “ VN – Secondary Sales Progress”

2) Click on the Save at user variant check box .

3) Click on Save icon to complete the save variant process..

BEx (7.0) – Retrieve Variant

1) Click the drop down icon to show all available variant that user saved.

2) Click on selected variant by Highlight the variant that you wish to load.

3) System will display all variables that saved by this variant name.

BEx (7.0) – Delete Variant

1) Select Variant that you want to delete from the drop down list.

2) Click on Delete icon to delete variant from the list.

3) System will pop up window to confirm this variant deletion. Click Yes to complete the delete variant process.

To refresh report with new selection variable, you can use Change Variable Value function from BEx menu tools bar. This function also ensure that you are viewing the most current data.

System will pop up Select Values for Variables screen for enter value.

BEx (7.0) – Change Variable Values Function

BEx (7.0) – Filtering Function

The Filtering functions in BW allow you to further limit the data displayed in your reports based on the Characteristics or Key Figures available from the reports.  

You can restrict the data in your report to single or more filter values, a range of values, or a combination of both.

The filtering functions available are:1) Keep Filter Value2) Keep Filter Value on Axis3) Select Filter Value4) Filter and Drill Down by

function5) Create Condition6) Remove Filter Value

BEx (7.0) – Free Characteristics

You may want to view additional details about certain reports that are not originally displayed when the report was first executed. This additional detail is called a free characteristic.

By click on Filter icon, system will expand list of free characteristic that available for user to drill down/drill across information as user view.

Navigation User can select one or multiple categories from the list.

User can add drill down or remove drill down

User can sort categories by text or key

User can use properties to choose Display (Text/Key/Both), set Sort Rule, show/suppress Result Rows, see Display attributes

BEx (7.0) – Free Characteristics

Select between single / ranges value

BEx (7.0) – Select Filter Value

Execution Select Filter Value on Free Characteristic area In this example, user only wants to see a certain sales figure for a particular month.

E.g. Month: September Year: 2007

The steps are: Right-click on the characteristic in Filter > Select Filter Value

available value for filtering (obtained from master data)

Remove filter value

Selected /current filter value

Add filter value

BEx (7.0) – Select Filter Value Function The Select Filter Value function allows you to filter data by choosing value from

list or directly key in. The report will only show characteristic /Key figure that associated to filter value.

In this example, we want to Select Filter 7 figures in the Key Figure then report will show only 7 facts and remove any records not associated.

BEx (7.0) – Select Filter Value Function

3) Select to show filter value by Single Values or Value Ranges from drop down list.

4) You can select multiple single value by hold the CTRL key and click on the value or you can select range of value by hold the ALT key and click the last value you want to select.

5) Click OK icon to complete the filter value selection.

Notes: You can select to display filter value by Key and Text. This function will show code and description of characteristic.

Drag-and-Drop shortcutTo keep filter, you can drag the object to the filter pane

BEx (7.0) – Add Local Formula

Execution Add Local Formula on Key Figure Add Local Formula: If user want to measure 1 fact not in standard format, they

can use Add Local Formula to measure the figure they want. Example: add “Net Sales” = Secondary GSV +Sec Turnover (TUR)

BEx (7.0) – Result Add Local Formula

The Keep Filter Value function allows you to filter data by single values already displayed in the report. The report will only show characteristic /Key figure that associated to filter value.

In this example, we want to Keep filter on Gross Sec Sales (TUR), so the report Actual will only show one value of Gross Sec Sales (TUR) without Characteristic and remove other not relevant.

Right Click on Query cell

BEx (7.0) – Keep Filter Value

The Keep Filter Value on Axis function is same result as Keep Filter Value function but the only difference is this function still show the Characteristic that you filtering on the report.

. In this example, we want to filter on Gross Sec Sales (TUR), so the report

Actual will only show one value of Gross Sec Sales (TUR) with Characteristic and remove other not relevant with GSS.

Right Click on Query cell

BEx (7.0) – Keep Filter Value on Axis

BEx (7.0) – Keep Filter Value Function (result)

Keep Filter Value

Keep Filter Value on Axis

BEx (7.0) – Back one Navigation Step - Undo

Back one Step or Undo 1 step: Right click on Back One Navigation Step

BEx (7.0) – Filter and Drill Down by Function The Filter and Drill Down by function allows you to filter data and the same time

also drill down by characteristic. In this example, we want to filter and drill down on Gross Sec Sales (TUR) by

Banner (m.d). The result of this function will not show Gross Sec Sales (TUR) column but show new column is Banner (m.d.).

BEx (7.0) – Remove Filter Function

To remove a filter from your report, use the Remove Filter Value function. characteristic

1) Click on the characteristic value that you want to remove the filter. 2) Right click to show BEx menu function and Choose the Remove Filter option

Notes: Also can right click from free characteristic area to select the Remove Filter option.

BEx (7.0) – Filter Value <Create Condition>

The Create Condition function allows you to filter data with condition. The report will only show values that matched with selected condition.

BEx (7.0) – Convert to Formula

The Convert to Formula function allows you to use the current data with normal excel format.

The report will only show values which you has selected before convert to excel condition. User can not use the filter by BW.

By default, the new characteristic will always be positioned / displayed on the smallest level of details (the most right) of the report.

User can change the level of information displayed on the report as per characteristics given on the Filter Pane. This functionality is called drilldown.

BEx (7.0) – Drilldown Function

The filtering functions available are:1) Add Drilldown According to Rows 2) Add Drilldown According to Columns

3) Add Drilldown According to Function 4) Remove Drilldown Function

BEx (7.0) – Add Drilldown According to (…) in Rows Add Drilldown According to (…) in Rows Displays the characteristics along the row axis,

which displays the values of the characteristics in the rows beneath the column header.  In this example, we want to add the Distributor free characteristic in the row so the division

information displays on each row

BEx (7.0) – Add Drilldown According to (…) in Columns

Add Drilldown According to (…) in Columns Displays the characteristics along the column axis, which displays the values of the characteristics as the column header

In this example, we want to add the Banner (m.d.) free characteristic in to columns so the division information displays on each column header .

BEx (7.0) – Add Drilldown According to Function

The Add Drilldown According to function gives you greater flexibility when deciding where you want to place the characteristic in your Results area.

In this example, we want to add drilldown the Category follow Material option. 

BEx (7.0) – Remove Drilldown Function

To remove a characteristic from the Results area of your report, use the Remove Drilldown function. When you remove a characteristic using this function, the data that was contained in the removed column is summarized in the Key Figure columns.

In this example, we want to remove the Category (m.d.) characteristic from the report

BEx (7.0) – Remove Drilldown Function (Result)

Before (Remove Drilldown) the Key figure showed as Category (m.d)

After (Remove Drilldown) the key figure will show as Material

BEx (7.0) – Swap […] with Function

Another option that can be used to change the way your report displays is the Swap [...] with function. The Swap [...] with function replaces any characteristic in your result area with another characteristic or key figure. 

In this example, the report displays with the Material column and user want to replace this Material with Key Customer 1(md) characteristics

Drag-and-Drop shortcutTo swap/exchange object, you can drag the object to other object you want to swap

BEx (7.0) – Swap Axes Function

Using the Swap Axes function allow the user swap all the columns to rows and opposite.

In this example, the characteristics are in the rows and the key figures are in the columns and you choose Swap Axes, the key figures are displayed in the rows and the characteristics in the columns.

BEx (7.0) – Swap Axes Function

Before ( Swap Axes)

After ( Swap Axes)

BEx (7.0) – Sort Function

The BW Sort function allows you to sort data in ascending or descending order according to Key (numeric) or Text (text description). This function allows you to sort data in one of the following orders: Ascending or Descending

1) Click on the characteristic you wish to sort.

2) Right click to show BEx menu function and Choose the Sort (…) Sort Ascending by or Sort Descending by options.

BEx (7.0) – Properties Function

Under Properties function , It allows you to choose how characteristic display on the report. There are several tab on this function for example, Number Format, Calculations, Sorting, General, Attributes, Hierarchy.

Properties function will pop up the screen base on the area characteristic you has selected.

In this example, the properties selected as Category (m.d) so the pop up screen display General and Attributes tab

BEx (7.0) – Properties Function

Setting the properties of characteristic as you want then click OK icon to complete the setting.

General tab - to determines display format (key or text), Specifies how the selected characteristic is to be sorted, Determines whether the results rows are to be suppressed and Specifies the access type for result values.

Attributes tab - to determines which attributes are to be displayed. You can also specify how they are to be displayed

BEx (7.0) – Properties Function

Some characteristic field content the Hierarchy. If you choose this field the Properties function also can provide you the Hierarchy tab to determines which hierarchy is to be activated and how it is to be displayed in follow functions.

In this example: The properties function of Distributor and hierarchy can see by Key Customer, Trade Format…etc at the list

BEx (7.0) – Properties Function

The Suppress Results Rows function allows you to either display or not display the Results Rows for each characteristic. Options available for the Suppress Results Rows function include:

The system will remember the changes, even though the characteristic is not displayed on the report anymore.

The result set will be displayed in highlight and by default it is placed on the most bottom / most right (this can be adjusted in ‘Query Properties’ option)

BEx (7.0) – Query Properties Function

Using this function, you configure various settings that affect how the query behaves and is displayed. These are local query properties, and it not impact the properties defined in the query itself.

There are eight tab pages in the query properties dialog box:Navigation State – allows you to reconfigure the distribution of dimensions along the query axesData Formatting – allows you to change the way the axes displayPresentation Options – allows you configure the result positions and display of zerosDisplay Options – allows you to configure various display settingsCurrency Conversion – allows you to convert currencyZero Suppression – allows you to configure options for suppressing results that contain zerosProperties – displays properties for the queryConditions - displays the conditions for the query view and enables you to edit them.

BEx (7.0) – Query Properties Function

1) Right click on any result area and choose the Query Properties option. System will show Local Query Properties screen of the report.

2) Setting the query properties as you want the report display and click OK icon to complete the setting.

Query Properties

BEx (7.0) – Query Properties Function

BEx (7.0) – Chart Function

To display report by Graph or Chart format, BEx Chart function make this easy as click one button. System will convert report from Table format into Chart format.

BEx (7.0) – Copy Sheet

To create the exact same report in 2 tabs we can use “Copy Sheet” function To do this, choose from BEx analysis toolbox

BEx Analyzer menu > Tools > Copy Sheet These two worksheet will share the same Selection screen, so this function useful

when you want to create worksheet to show difference drill down characteristics.

BEx (7.0) – Back To Start Function

The Back to Start function will undo all changes or setting that have been made to your report and displays the report in the same state as when it was starting . Use this function to erase all changes you made to the report and display report from starting view.

You also can use Back One Navigation Step function to go back one step back to previous state of report display. (as Undo function from Excel)

1) Right click on any result area and choose the Back to Start option. System will display report as it starting view.

2) or right click on any result area and choose the Back One Navigation Step option. System will undo the change one step back to the pervious step.

BEx (7.0) – Save Workbook (BEx function) Save as new workbook, means to save the whole set of workbook including the

components from both BEx (report, chart) and Microsoft Excel (text, formula).

HOW?

WHERE?By using Save as Workbook function you will save your workbook as favorites in the BEx application,

BEx (7.0) – Save Workbook (Excel Function) HOW? WHERE?

Using Excel menu option Save As Save files to Citrix’s My Documents or Vietnam Citrix folder or local drive

BEx (7.0) – Map to local drive Right click on Computer icon, choose Map Network Drive.

* For testing: users can save files to the folder Z:\General\Shared only

1. Reopen the saved file (the report that you already customized)

2. Click “Refresh” button to update the report with the most current data from the Info Cube you are working with and displays the current data in your report.

3. To change the variables use to generate the report, click “Changing Variable Values”.

Ms Excel - Open workbook from folders

Bex - Open workbook from BEx application Favorites

BEx (7.0) – Retrieve Workbook

Reopen the saved file (the report that you already customized)

2. Click “Refresh” button to update the report with the most current data from the Info Cube you are working with and displays the current data in your report.

3. To change the variables use to generate the report, click “Changing Variable Values”.

Ms Excel - Open workbook from folders

Bex - Open workbook from BEx application Favorites

BEx (7.0) – Some Value Tactics

Appendix

IM Blueprint http://sharepoint.s1.ms.unilever.com/aait/pmo/POCoreStack/Implementation/Forms/AllItems.aspx?RootFolder=%2faait%2fpmo%2fPOCoreStack%2fImplementation%2f04%20%2d%20Design%20%28Blueprinting%29%2f06%20%2d%20Information%20and%20Business%20Warehouse%2f03%20%2d%20Blueprints&View=%7b9AD4849C%2dFECD%2d4FAD%2dB5DE%2d604899D55B3F%7d

IM Shared Point http://sharepoint.s1.ms.unilever.com/aa/Akili/U2AA/default.aspx

RWD uPerform Documents

http://cgtsapp20518.s2.ms.unilever.com/gm/workplace

Report Champion Folder\\156.5.77.16\groups\dept\Report Champion

Citrix Logonhttps://u2k2apps-d.eu.unilever.com/

U2K2 Shared Point http://sharepoint.s1.ms.unilever.com/aait/pmo/POCoreStack/default.aspx

• Introduction• Facilitator Introduction

• House Rules

• Training Objectives

• Accessing SAP Productivity Pack

• Report Champion Folder

• Enterprise Structure & Master Data

• BEx (BW) Reporting & Analysis

• Questions & Answers

91

BW Bex 7.0 Overview - Agenda

92

Questions and Answers

93

Thank youPlease remember to fill in the training feedback form!

Version Control

94

Sign-off date

Country Process Lead (CPL)

Version No. Description / Reason for Change

10 Sep 2010 Nguyen To Quoc Hung Version 1.0 Localized the contain for Vietnam