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SAP Business Objects Analysis for Office

SAP University Alliances Version 3.0 Authors Tobias Hagen Klaus Freyburger. SAP Business Objects Analysis for Office. Abstract:

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SAP Business Objects Analysis for Office

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  1. SAP University Alliances Version 3.0 Authors Tobias Hagen Klaus Freyburger SAP Business Objects Analysis for Office Abstract: This chapter covers the basic aspects and concepts of multidimensional Analysis with SAP Business Objects Advanced Analysis for Office. It does not cover multidimensional concepts like OLAP in general Product SAP Netweaver7.3 BI Level Undergraduate Beginner

  2. Learning ObjectivesandPrerequisites Learning objectives • Understandhow OLAP technologyisusedfor multidimensional analysis • Use OLAP conceptswith SAP Business Objects Analysis for Office Prerequisites • Youarefamiliarwith multidimensional conceptslikemeasuresanddimensions, OLAP cubes • Youarefamiliarwith Excel Pivot tables

  3. Agenda • Overview • Basic concepts of SAP BO Analysis for Office • Introduction • Analyze data • Charts • Calculations • Advanced Features of SAP BO Analysis for Office • Hierarchy • Conditional Formatting • Filter by measure (e.g. Top N) • Currency Conversion • Powerpoint integration • Additional functions* * Not part of the case studies

  4. SAP Business IntelligencePlatform Information Access SAP NetWeaver Portal Any Portal, Any Destination SAP BEx Explorer Crystal Reports Web Intelligence Dashboard Analysis SAPWAD SAP Business Intelligence - BI 4.0 SAP Integration Data Federator Data Quality Mgmt Data Quality Mgmt Master Data Management SAP NetWeaver BW on HANA ERP Financials Operations Human Resources Corporate Services Metadata Management Data Foundation SAP NetWeaver BW / BW-IP CRM SCM Data Services Data Integrator Data Quality Management TextAnalysis SAP Business Suite SRM PLM 3rd-Party Databases and Applications

  5. SAP BO Analysis for Office • Add-In for MS Excel andPowerpoint • Ad hoc analysisof multidimensional datawith Excel frontend • Build Excel basedapplications/dashboards • Data sources • SAP BExQueries • SAP HANA • SAP BI Platform 4.0 Analysis SAP Business Intelligence - BI 4.0 SAP BW SAP HANA Other BI Systems Note: Analysis for Office uses a BEx Query anddisplaystheinitialview. • End userscanchangemanyofthesettingsdone in BEx Query Designer also in Analysis for Office. • Query Designer ismuchmore powerful e.g. withcalculations • Analysis for Office isonlyoneclienttouse a BEx Query. Youcanusethe same Query also in other BI tools (dashboards, web applications,…)

  6. Agenda • Overview • Basic concepts of SAP BO Analysis for Office • Introduction • Analyze data • Charts • Calculations • Advanced Features of SAP BO Analysis for Office • Hierarchy • Conditional Formatting • Filter by measure (e.g. Top N) • Currency Conversion • Powerpoint integration • Additional functions* * Not part of the case studies

  7. Insert Data Source • Start withinserting a datasource = BEx Query from BW Server (in ourcase)

  8. Overview • Analysis for Office adds an extra Analysis ribbon • Analysis for Office adds an extra design panelif a datasourceis open • Design panelcanbehidden

  9. Extra tab on Excel ribbon Screen Resultareawithcrosstabsandcharts Analysis design panel(c.f. Pivot tables) Additional information on componentsanddatasources

  10. Screen enlarged

  11. User Interaction • Behaviouris in generalsimilartoPivot tables • Buttons on theribbon (depends on cursorposition!) • Contextmenu (depends on cursorposition!) • Drag and Drop • Betweenanalysis design panelandcrosstab • Within design panel • Withincrosstab • Undo/Redoforeachstep

  12. File Menu Additional tab in filemenu • Open/save workbookstoserver (BW or BI platform) • ConvertBExworkbooks • Open datasources (In settingsyoucansetyourpreferred BI platform)

  13. Analyzedata (OLAP) • Add memberstocolumnsorrows • Add measurestocolumnsorrows • Filter bymember • Swap axes • Sort • Bymember (text, key, attribute) • Bymeasures • Display • Members: Texts and/orkeys • Measures: Decimals • Hide/showtotals

  14. Charts • Attach a chartto a crosstab

  15. Calculations • Calculationscreatenewmeasures on thefly • Calculationbased on a singlemeasure • Position cursor on themeasure • Simple calculationsbased on twomeasures • Thereisnoformulaeditor • Select bothmeasureswithcursor (sequenceofselectingdeterminessequence in formula!)

  16. Agenda • Overview • Basic concepts of SAP BO Analysis for Office • Introduction • Analyze data • Charts • Calculations • Advanced Features of SAP BO Analysis for Office • Hierarchies • Conditional Formatting • Filter by measure (e.g. Top N) • Prompts (Variables) • Currency Conversion • Powerpoint integration • Additional functions* * Not part of the case studies

  17. Hierarchies • Hierarchicaldisplay in rowsorcolumns • BW hierarchiesaresupported

  18. ConditionalFormatting • Applyrulestomeasuresforformattingpurposes • Variousformattingoptions • Main differenceto Excel basedconditionalformatting: Ruleisappliedto a measure NOT to a cell

  19. Filter byMeasure • Applyrulesbased on measurestofiltermembers • Display onlyproductswithrevenueabove 1,000,000 • Display Top 10 customersbased on revenue • (Terminology in BExQueries: conditions)

  20. Prompts (Variables) • If a queryhasparametersthatarefilled in byuserprompts (e.g. BEx variables), a separate screenisprocessedbeforethequeryresultisdisplayed • Variable screencanbecalledagainwith a button

  21. Currency conversion • Convertcurrenciesbased on currencyconversiontypes

  22. Powerpoint Integration • Create slideaddsyourcrosstabinto open pptdocumentasnewslide • Ifpresentationisopenedwith Analysis forPowerpoint, newdataarereadfromthe Server  Presentationcontainsalwaysthelatestdata

  23. Other features • Features not covered in thispresentation • Usingstyle sets • Insert othercomponents • Converttoformula • Data entryandplanning • Applicationprogramminginterface (API) • ConversionofBEx Analyzer workbooks • …

  24. Summary • SAP BO Analysis for Office is an Excel based OLAP clientwithPowerpointintegration • All standard OLAP operationsaresupported • Useitfor • Ad hoc analysis • Excel baseddashboardsoranalyticalapplications • Excel basedplanningapplications • Tightintegrationwith SAP BW

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