Getting Started SAP BusinessObjects Analysis, edition for Microsoft Office v1.0

© SAP AG 2009 SAP BusinessObjects / Page 2 Getting Started: Lesson Objectives After completing this lesson, you will be able to: Start the Analysis Excel AddIn Insert crosstabs into Excel worksheets Add and remove dimensions, measures, attributes, and hierarchies Change the display of dimension members

© SAP AG 2009 SAP BusinessObjects / Page 3 1.Start the Analysis Excel AddIn 2.Insert Crosstabs 3.Modify Crosstabs: Basics Agenda

© SAP AG 2009 SAP BusinessObjects / Page 4 How to Start the Analysis Excel AddIn To start Analysis in Excel, you usually would … Click the Analysis Excel icon that is by default available on your desktop after installation Choose the Analysis tab in Excel Advanced Analysis for Microsoft Excel You can also start the Analysis Excel AddIn from the Windows Programs List XP:   SAP BusinessObjects  Advanced Analysis for Microsoft Excel

© SAP AG 2009 SAP BusinessObjects / Page 5 Enable/Disable the Analysis Excel AddIn Manually To enable/disable the Analysis Excel AddIn manually: 1. Click the Office button and select Excel Options 2. Select AddIns  COM AddIns 3. Select/deselect the checkbox for Analysis and click OK

© SAP AG 2009 SAP BusinessObjects / Page 6 1.Start the Analysis Excel AddIn 2.Insert Crosstabs 3.Modify Crosstabs: Basics Agenda

© SAP AG 2009 SAP BusinessObjects / Page 7 Insert Crosstabs In Analysis for Excel, data is displayed and analyzed in crosstabs. To insert a crosstab into a worksheet: Select an empty cell in a worksheet where you want to insert the crosstab. Click the Insert button in the ribbon and select Other Data Source. A history of recently selected data sources is kept and available for quick access. Logon to BOE. You can skip the BOE logon to work locally with SAPLogon connections. Select the system and data source from the dialog. You can insert multiple crosstabs in a workbook with data from different sources and systems. History

© SAP AG 2009 SAP BusinessObjects / Page 8 Default View in Crosstab After insertion, the default view of the data source is displayed Default view of BW Queries is as defined in Bex QueryDesigner Default view of BW InfoProvider is all measures in the columns, aggregated over all dimensions Default view of BW QueryViews is as defined by QueryView In summary, the default view of all BW sources should appear as in BEx Data Area Row Members Area Row /Column Dimensions Header Area Column Members Area (in this case: Measures)

© SAP AG 2009 SAP BusinessObjects / Page 9 1.Start the Analysis Excel AddIn 2.Insert Crosstabs 3.Modify Crosstabs: Basics Agenda

© SAP AG 2009 SAP BusinessObjects / Page 10 Design Panel – Analysis Tab Use the Design panel to modify the data layout in the Crosstab. Show / Hide the Design panel by clicking the Display in the Ribbon Chosse the the Analysis tab Add / move / swap / remove dimensions, measures, attributes, or hierarchies by dragging between the different areas of the Analysis tab page, or between the Crosstab and the Analysis tab page. Analysis Tab

© SAP AG 2009 SAP BusinessObjects / Page 11 Analysis Tab Areas The Field Explorer area displays all fields (measures, dimensions, attributes and hierarchies) of the data source available for analysis. The Rows/ Columns areas display all fields that are currently displayed in rows or columns of the crosstab. The Background Filter area displays member filters of dimensions that are not displayed, but still restrict the data set that is read from the data source. Field Explorer Area Columns Area Rows Area Background Filters Area

© SAP AG 2009 SAP BusinessObjects / Page 12 Design Panel – Pause Refresh You can do multiple data navigation steps and refresh when you are done. Toggle off the Pause Refresh button in the Analysis Ribbon. Perform as many navigation steps in the Analysis tab page as you want – the crosstab is not refreshed after each step. Toggle on the Pause Refresh button – the crosstab is refreshed again, with all the changes being applied at once. This feature is useful if single refreshes take substantial time, and you know in advance that you need to perform multiple navigation steps to create your desired crosstab view. Note that most functions in the Ribbon and context menus are not available while Pause Refresh is active – you should work only on the Analysis tab page while refresh is paused. Toggle

© SAP AG 2009 SAP BusinessObjects / Page 13 Drag & Drop in Crosstab You can also use Drag & Drop directly in the crosstab to re-order or remove members, measures or dimensions. Select a member cell or a dimension header cell in rows or columns Move the mouse to the edge of the cell until the mouse cursor changes Click on the cell border and drag the element to the desired position (for reordering) or outside the crosstab (for removing). While you drag the element over the crosstab, possible drop positions will be highlighted to guide you.

© SAP AG 2009 SAP BusinessObjects / Page 14 Display Member Keys and/or Texts You can change how members are displayed in the crosstab 1. Select dimension header or members 2. Select the desired display option from the Member Display menu

© SAP AG 2009 SAP BusinessObjects / Page 15 Getting Started: Lesson Summary After completing this lesson, you are now able to: Start the Analysis Excel AddIn Insert crosstabs into Excel worksheets Add & remove dimensions, measures, attributes and hierarchies Change display of dimension members