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Purpose • Reporting, analysis, and interpretation of business data is of central importance to an organization in guaranteeing its competitive edge, optimizing processes, and enabling it to react quickly and in line with the market. SAP BW Reporting is a analyzing tool which supports decision making in an organization. You can evaluate historical or current data at various levels of detail and from different perspectives, not only on the Web but also on the portal and in Microsoft Excel

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Page 1: BW Reporting

Purpose

• Reporting, analysis, and interpretation of business data is of central importance to an organization in guaranteeing its competitive edge, optimizing processes, and enabling it to react quickly and in line with the market.

• SAP BW Reporting is a analyzing tool which supports

decision making in an organization.

• You can evaluate historical or current data at various levels of detail and from different perspectives, not only on the Web but also on the portal and in Microsoft Excel

Page 2: BW Reporting

Use• BW reporting is based on multidimensional data sources

which makes it possible to analyze data based on multiple dimensions.

• BW reporting facilitates trend analysis of historic and current data at different level of details and perspectives.

• BW reports can be accessed via Web, MS Excel, e-mail. You can also publish this content on the portal.

• BW reports can be used by a large spectrum of users at different locations as per their roles.

• Business Explorer tools is used to create planning applications and for planning and data entry within BI Integrated Planning.

Page 3: BW Reporting

Challenges• To effectively design queries and reports to satisfy

complex business requirements.

• Design optimized reports which executes in a acceptable time frame.

• Creation of a global report satisfying needs of users performing same role across the globe.

Page 4: BW Reporting

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe

BI2007 – BI 7.0 Delta – Reporting – v1.0

Page 5: BW Reporting

Business Explorer Suite (BEx) in SAP NetWeaver 2004s

Page 6: BW Reporting

BEx Capabilities & Features• Query Designer and Analytical Engine

– Re-written and more efficient layout– Additional Analytical features

• BEx Web Analyzer– More DataSources available (Reporting via 3rd party BI

systems)– Build Analysis using drag & drop

• BEx Report Designer– New Applications for development of highly formatted

reports

Page 7: BW Reporting

Introduction to BEx Reporting• Business Explorer (BEx) is the SAP BW component that

provides flexible reporting and analysis tools.

• The basic BEx tools for analysis and reporting activities are:– BEx Web Application Designer: You can use the BEx Web

Application Designer, the desktop application used to create Web applications, to generate HTML pages that contain BI-specific content such as tables, charts, or maps.

– BEx Web Analyzer The BEx Web Analyzer is a standalone, convenient Web

application for data analysis that you can call using a URL or as an iView on the portal.

Page 8: BW Reporting

Introduction to BEx Reporting• Report Designer: The Report Designer is an easy-to-use design tool that you can

use to create formatted reports that are optimized for presentation and printing.

• PDF Generation: The integrated PDF generation function allows you to print Web

applications and reports in various formats.

• BI Patterns: BI patterns are Web applications that are tailored to the

requirements of particular user groups and that are used to provide a uniform display of BI content.

Page 9: BW Reporting

Introduction to BEx Reporting• BEx Analyzer The BEx Analyzer is an analysis, reporting, and design tool of

the Business Explorer, which is integrated into Microsoft Excel.

• BEx Information Broadcasting Using the BEx Broadcaster, you can pre-calculate Web

templates, queries, query views, reports, and workbooks and publish them to the portal, distribute them by e-mail, or print them.

• Integration to the Portal Integration is carried out using the BEx Broadcaster, KM content,

SAP Role Upload, or the Portal Content Studio.

Page 10: BW Reporting

BEx Query Designer

Page 11: BW Reporting

BEx Query Designer• The Query Designer is divided into two tabs:

– Filter Tab– Directory tree of the selected InfoProvider– Filter: Characteristic Restrictions– Filter: Default Values– Properties

– Rows / Columns Tab– Free Characteristics– Rows– Columns– Preview– Messages/Where-Used list

Page 12: BW Reporting

BEx Query Designer – Filter tab

Directory tree for selected InfoProvider

Properties

Filter: Characteristic Restrictions

Filter: Default Values

Messages/Where-Used list tab

Filter Tab

Page 13: BW Reporting

BEx Query Designer• Directory tree of the selected InfoProvider

– This section contains key figures and characteristics (grouped in dimensions) of the InfoProvider on which query is being created.

• Characteristic Restriction– Here you define the characteristic filter values which apply

to the entire result set.

• Default Values– In this pane you define the characteristic filter values which

should be used for the initial view of the result set. The user may choose to modify these values in the result.

Page 14: BW Reporting

BEx Query Designer• Properties

– Here is where the settings relevant to the currently highlighted query object are displayed. You can also make changes to the setting here. Often there will be multiple tabs used to organize the settings in this pane

• Messages– This pane is where informational or error messages are

displayed, it helps in enhancing the productivity of the Query developer by providing them more intuitive and productive environment to work

• In BI 7, Incomplete Queries can also be saved to be completed at a later point in time. Using the information in the messages column, it is easy to complete missing object definition or navigate to the incorrect objects and correct errors at a later point

Page 15: BW Reporting

BEx Query Designer – Rows/Column tab

Free characteristics

Rows

ColumnsDirectory tree for selected InfoProvider Properties

Preview

Messages/Where-Used list

Rows/Column Tab

Page 16: BW Reporting

BEx Query Designer• Columns

– Usually Key indicators to be analyzed will be taken in columns.

• Rows– The characteristics on which the key indicators to be

measured will be taken in rows.• Free Characteristics

– Put the characteristics which you want to offer to the user for navigation purposes in this pane. These characteristics do not appear in the initial view of the query result set, the user must use a navigation control in order to make use of them.

• Preview– This area gives a preview of the query results area.

Page 17: BW Reporting

Sample BEx Query – Filter tab

Page 18: BW Reporting

Sample BEx Query – Rows/Column tab

Page 19: BW Reporting

Top Down Query Definition• Top down definition Capabilities: Creation of objects

which might be needed is allowed at the same place where they are needed

• This approach ensures that when you are working with higher level objects, if the individual lower level objects are missing, you do not have to interrupt your development for creation of the lower level object. It can be created at same place where needed– Example: If you need to create a new formula for which a

restricted Key Figure is needed, you can create the restricted Key Figure by launching the selection editor directly from the context menu of Formula editor.

Page 20: BW Reporting

BEx Toolbar

New Query

Open Query

Save

Execute

Checkquery

Query properties

Cut Copy

Paste

InfoProvider

Filter

Rows/Columns

Table View

Cells

Conditions

Exception

Properties

Tasks

Messages

Where Used list

Documents

TechnicalNames

Page 21: BW Reporting

Elements of BEx Queries• BEx query designer provides several components which

can be used for designing queries.

– Structures

– Restricted Key figure

– Calculated Key figure

– New Selection

– New Formula

– Variables

Page 22: BW Reporting

Elements of BEx Queries• Some of the query elements can be reused in queries

which are based on the same InfoProviders.

• The reusable query elements are:– Variables– Restricted key figures– Calculated key figures

• Structures can be defined for reuse.

Page 23: BW Reporting

Structures

• A structure forms the basic framework of the axes rows or columns in a query.

• It consists of structural components like characteristics, key figures, formulas and selections.

• Set up of the structure determines the sequence and number of key figures or characteristic values in the columns and rows of the query.

Page 24: BW Reporting

Structures• Within a query definition you can use either no structures

or a maximum of two structures. Of these, only one can be a key figure structure.

• You can combine structures freely with other characteristics on the axes.

• Structure can be defined as local or reusable.

Page 25: BW Reporting

Key figure Properties• Display Section

– Use Highlighting to highlight a key figure

– Hide options can be used to hide a key figure

• Number Format– Scaling factor can be

used incase of high value of a key figure

– Number of decimal places• Calculations

– For Result– For Single Value

• Currency Translation

Page 26: BW Reporting

Characteristics Properties• Display As : Options

available are Key, Text, Key and Text, Text and Key and No Display.

• Display of Results : Options for suppressing results and normalization.

• Display Hierarchy : Options for hierarchy display

• Sort Order : Options for sorting characteristics.

Page 27: BW Reporting

New Selection• New Selection can be used for characteristics, key

figures or for creating local restricted key figures.

• They can be created on structures.

Page 28: BW Reporting

New Formula• Formula allow arithmetic operations to be defined using

one or more basic key figures or formula variables or calculated key figures.

• New Formula can be defined only on structure elements

Page 29: BW Reporting

New Formula

Page 30: BW Reporting

• Variables are parameters of a query that are filled with values only when you execute the query or Web application.

• They serve as place holders for characteristic values, hierarchies, hierarchy nodes, texts and formula elements, and can be processed in different ways.

• The processing type determines how a variable is filled with a value for the runtime of the query or Web application.

• Variables are reusable objects, if we create a variable for a characteristic info-object we can use that variable in all the InfoProviders that use this characteristic.

Variables

Page 31: BW Reporting

Variable Types• There are different types of variables depending on the

object for which the variable is defined as placeholder. • Types of variables are:

- Characteristic value variables• Characteristics value variables are used to select values of

characteristics in the query at runtime.• Variables can be used to select single values and value ranges.

- Hierarchy variables• Hierarchy variables represent hierarchies and can be used

wherever hierarchies can be selected.

Page 32: BW Reporting

Variable Types

- Hierarchy Node Variables• Hierarchy node variables represent a node in a hierarchy and

can be used wherever hierarchy nodes are used.

- Text variables• Text variables represent a text and can be used in descriptions

of queries, calculated key figures and structural components.

- Formula variables• Formula variables represent numerical values and can be used

in formulas.• Numerical values are used for selecting exceptions and

conditions and one can also use formula variables here.

Page 33: BW Reporting

• The processing type of a variable determines how a variable is filled with a value at runtime.

• The following processing types are available:

- Manual Entry/Default Value

- Replacement Path

- Customer Exit

- SAP Exit

- Authorizations

Variable Processing Types 

Page 34: BW Reporting

Conditions• Conditions can be formulated in the query designer to

make data analysis more efficient. • On defining condition, the data in the query is filtered

accordingly so that only the part of the results area that you are interested in is displayed.

• With the help of conditions, we can analyze combinations of characteristics using ranked lists. Example: Displaying ten best customers by sales revenue.

• We can define multiple conditions for a query, and then activate or deactivate them in the report itself to create different views of the data.

Page 35: BW Reporting

Conditions• Example: The sales department wants the flexibility to

restrict a report so that only ‘Top 10’ materials as per Gross Sales are displayed.

Page 36: BW Reporting

Query Properties• The query properties in BEx

Query designer can now be set for multiple characteristics at the same time by selecting these characteristics using the control key

• If the selected Characteristics have different properties set, then the “Multiple Value Selected” appears in the selection options

Page 37: BW Reporting

Conditions

• Conditions can be formulated in the query designer to make data analysis more efficient.

• On defining condition, the data in the query is filtered accordingly so that only the part of the results area that you are interested in is displayed.

Page 38: BW Reporting

New Options for Conditions in BI 7.0

• On the General Tab page while defining Condition, ‘Condition is Active’ indicator is present.

• If the condition has the status Active, that condition is used in the report as soon as you execute the query. If you do not set the active flag, the condition can be activated in the report itself.

• A condition row consists of a key figure, an operator, and a value for the operator. In query definitions that contain two structures, there is an additional field for defining a structural component.

Page 39: BW Reporting

New Options for Conditions in BI 7.0

• On the characteristic assignments tab you define how the condition will work in conjunction with the characteristics in your query. You can decide between the following options: – All characteristics in the drill-down independently: The

condition is always valid for all characteristic combinations.

– Most detailed characteristic along the rows The condition is valid only when all characteristics in the query have been used in the drill down along the rows.

Page 40: BW Reporting

New Options for Conditions in BI 7.0

– Most detailed characteristic along the rows: The condition is valid only when all characteristics in the query have been used in the drill down along the rows.

– Most Individual Characteristic and Characteristic combinations: For this setting you define precisely which characteristics must be in the drill down before the condition is valid. Check the boxes to include them.

Page 41: BW Reporting

Exceptions• Exception function in reporting enables you to select

and highlight unusual deviations of key figure values in a query.

• The exception reporting function allows users to detect variances early on, thus giving a chance to react effectively and immediately.

• The results that vary from defined threshold values and interval are marked in different colors in the worksheet so you can identify them instantly.

Page 42: BW Reporting

Exceptions• Gross sales below 1000$ is Bad, between 1000$ and

5000$ is Medium and sales 5000$ above is Good.

Page 43: BW Reporting

New Options for Exceptions• On the General tab, the Exception is Active checkbox is

present, if the checkbox is filled, the exception is applied as soon as you execute the query. If you do not set the active flag, you can activate the exception interactively at query runtime.

• Definition Tab: – On the Definition tab of the exception definition, you can

select to evaluate the exception against one or all of the key figure elements of the structure. There is also a setting for determining whether the exception is evaluated before or after any local calculation within the query.

• Display Tab: On the Display tab of the exception definition you have control over which cells of an analysis receive the color for the determined alert level.

Page 44: BW Reporting

New Options for Exceptions• If you select the checkbox for Exception Affects Data Cells,

then the following choices can be made:Key Figure

Choice Result

Evaluated Structure Element

The structure element chosen on the Definition tab will be the one to receive the color assigned to the alert level.

All Structure Elements

Regardless of which structure element is being evaluated in the exception, all structure elements will receive the color assigned

to the alert level.

Following Structure Element

With this setting, you can evaluate one structure element, but then apply the color of the alert level to a different structure

element.

Page 45: BW Reporting

New Options for Exceptions• If the checkbox for Exception Affects Characteristic Cells is

selected, then you can select from the following options:

Key Figure Choice Result

Rows

The color of the alert level determined by the exception is applied to the characteristic values in the row where the exception occurs.

Columns

The color of the alert level determined by the exception is applied to the characteristic value in the column where the exception occurs.

Rows/Columns

The color of the alert level determined by the exception is applied to the characteristic value in both the column and row where the exception occurs.

Page 46: BW Reporting

New Options for Exceptions– Cell Restrictions tab:

• On the Cell Restrictions tag page, you can specify whether the exception applies to both detail and result (total) values or to only the result values. This setting is used for any characteristic that is not used in the Define Cell Restrictions area in the lower part of the screen.

– Everything: • The cell context is not restricted. The exception applies for every

drilldown state of the characteristic.– Totals Only:

• The exception affects only the aggregated values of the characteristic.– Everything Except Totals:

• The exception affects all values except for the aggregated values of the characteristic.

– Fixed Value: • The exception applies only to a specific characteristic value of the

characteristic

Page 47: BW Reporting

Query Properties

• Various settings for query can be performed in the Query Properties dialog box.

• The Query Properties dialog box is divided into tab pages, each tab page offers different settings.

Page 48: BW Reporting

Query Properties• Tab Pages

– General• This gives information about the technical name of the

query, the InfoProvider that it is based on, owner, and the person who last changed the query.

• One can also specify the sequence in which variables appear on the selection screen.

– Display• This tab page is divided into two areas: One for the display

options and the other for the number format.– Extended

• If data is to be evaluated using third party tools, the OLE DB for OLAP setting can be done in this tab.

Page 49: BW Reporting

Additional Features of Unit Conversion

• Unit Conversion and currency conversion Can be performed for Key Figures

Page 50: BW Reporting

Sample BEx Report

Page 51: BW Reporting

Navigation in Reports• Context Menu allows to navigate in different ways within

report and offers various functions depending on the cell context by using right mouse button in BEx.

Page 52: BW Reporting

Navigation in Reports• The following functions can be performed using context

menu:– Keep filter value: Results of the report can be restricted

to filter value.– Select filter value: The system provides all possible

values for a particular characteristic. One can select one or more values from this value set in the Query.

– Filter and drilldown according to: To set a characteristic at certain value and at the same time drilldown on the same axis.

Page 53: BW Reporting

Navigation in Reports• Other available functions:

– Swap axes: If characteristics are in the rows and Key figures in the columns you can choose swap axes to have Key figures displayed in the rows and characteristics in the columns.

– Fix Filter Value to Axis: Choose Fix Filter Value to Axis if you only want to see data for one characteristic value and want the characteristic value to continue to appear in the drilldown.

– Go to: You can use the Goto function to reach documents and detailed level reports using report to report to interface.

Page 54: BW Reporting

Query Views

• A query view is a “Picture” of a query that saves any formatting done to the query. Examples of formatting would be hiding key figures from the initial display of the report or the generation of exceptions and conditions.

• One can define one or more query views for a query.

Page 55: BW Reporting

Workbooks• Workbooks are used to combine different queries.• On inserting a query in a workbook, a link is made

between the cell areas of the worksheet and the data of the InfoProvider upon which the query is based.

• When inserting a query into the workbook, a VBA routine is automatically generated in the workbook. Business Explorer can also be connected with custom VBA programs (Visual Basic for Applications).

• Workbook templates can contain pre-determined items for the area of the query, formatting settings, logos, VBA macros, and so on.

Page 56: BW Reporting

BEx Browser• BEx Browser is

used for organizing reports, workbooks and other documents.

• You can access all workbooks and other documents that are assigned to you using your roles.

Page 57: BW Reporting

BEx Analyzer

Page 58: BW Reporting

BEx Analyzer• BEx Analyzer

– The BEx Analyzer is an analysis, reporting, and design tool of the Business Explorer, which is integrated into Microsoft Excel

• New Functionalities in the BEx Analyzer– New Layout, Look & Feel– End user interaction – New buttons in the standard

template– Two modes of BEx Analyzer – Analysis & Design– Advanced Navigation options, using Drag & Drop– Tighter integration between the BEx Analyzer and Excel to

leverage Excel knowledge for advanced workbooks– Defining report cells using native excel formula

Page 59: BW Reporting

BEx Analyzer• In the BEx Analyzer, three

buttons are provided to the user for frequently-used navigations.– The Filter button, when

selected, opens a Navigation Area within the analysis. This navigation area allows the user to change the drilldown, select filter values and swap the location of characteristics and key figures in the analysis.

Page 60: BW Reporting

New Functionalities in the BEx Analyzer

– The Chart button, if selected, changes the analysis table into a chart. Once the chart is displayed, the title on the button changes to Table in order to toggle the display back to a tabular view.

– The Info button, when selected, displays a variety of text elements which serve to give the user a better context for the analysis results.

Page 61: BW Reporting

New Functionalities in the BEx Analyzer• Drag & Drop Navigation: Drag and Drop navigation option is

provided for many of the basic navigation options. This is often quicker and more intuitive to the user than using the context menu. In the graphics that follow, we will explore some of the most frequently used navigation options.

Page 62: BW Reporting

New Functionalities in the BEx Analyzer

• Exchange… With … :– One of the most common navigation functions is the Drill

Down (or Drill Across). In the graphic above, the user drags Division from the navigation area and drops it on top of the values for Distribution channel. This has the effect of adding an additional level of detail for Division to the analysis.

• Drill Down– Any time you want to swap the location of one object in the

analysis with another object, you may simply drag one item on top of the other and the change will be made automatically. The user could have also brought up the context menu for either characteristics and selected Exchange ... with ... to effect the swap.

Page 63: BW Reporting

New Functionalities in the BEx Analyzer• Keep Filter Value:

– You can select filter value directly from the results area of an executed report. To do this, you could position the cursor on the filter value required, and choose Keep Filter Value from the context menu. The filter value is then displayed in the report and the report results are restricted to the filter value in question. Or you could, as the graphic shows, simply drag the characteristic value you want to use as a filter to the right side of the navigation area and drop it. The value will automatically be-used as a filter for the analysis.

• Remove Filter Value:– Simply drag the characteristic value outside of the analysis

area and it will exclude any data for that characteristic value.

Page 64: BW Reporting

New Functionalities in the BEx Analyzer

• Designing Toolbox: – When you first launch the BEx Analyzer two toolboxes

appear. The analysis toolbox contains all the functions used when the user is working with the query results in the workbook. The design toolbox contain the functions used when developing the workbook.

Analysis Toolbar Design Toolbar

Page 65: BW Reporting

New Functionalities in the BEx Analyzer

• By using the Design Toolbox, you can customize your workbooks as needed.

• You can insert Analysis grid, filters, exceptions, conditions, navigational panels, buttons, text, messages, characteristic value using dropdown, radio button, checkbox, similar to using web items in WAD

Page 66: BW Reporting

New Functionalities in the BEx Analyzer

• The Design toolbox can be accessed by using the ‘Design Mode’ button on the BEx design toolbar.

Page 67: BW Reporting

Design Items in BEx Analyzer

Page 68: BW Reporting

New Functionalities in the BEx Analyzer• Request/Pause Automatic Refresh :

– The default action following any change to the navigation state of the result set in a workbook is that an automatic refresh of the query is performed.

– If a user wishes to enter a series of filters then it would be inefficient for the query to automatically refresh each time a filter was entered.

– It is possible to halt the auto refresh from executing and instead switch to a manual refresh mode which means that the user can enter a series of filters and when they are ready they simply press the fresh button in the toolbox to trigger the refresh. This means the OLAP processor can process all the filters in one step.

Page 69: BW Reporting

Local Calculations• In NW 2004s BI local calculations are a subset of the

formulas in the Query Designer• Local formulas can be saved together with the

workbook• The query result set embedded in the workbook

including the embedded local calculations can be saved as a query view.

• Local calculations can be easily added by the user via the context menu

Page 70: BW Reporting

BEx Result as Excel Formula• It is possible to switch the formula feature in BEx Analyzer

so that each result cell is interpreted as a native excel formula, thus any cell formula can be modified by adding values and additional calculations

• BEx Analyzer offers the Excel function “BExGetData”. This allows access to every cell of the result set of an arbitrary data provider

• The Context menu offers the option “Convert to Formula”. This converts data of each cell into a well determined Excel formula

Page 71: BW Reporting

Introduction to Web Reporting• The Web Application Designer (WAD) is the front end

application provided by SAP to create and modify web templates in order to display your query on the web.

• A Web Template is essentially HTML code which contains some special SAP BW objects & tags in order to display various Web items provided by SAP.

• The WAD provides drag & drop functionality for all standard Web items and also allows the user to set the behavior & properties of these web items through a graphical interface.

Page 72: BW Reporting

BEx Web Analyzer

Page 73: BW Reporting

Overview: BEX Web Analyzer• The BEx Web Analyzer is integrated into the SAP Net Weaver Portal and allows you to perform ad hoc analyses on top of various BI data providers.

• Analyses run with the Web Analyzer can be broadcast or saved for future use in the KM folders or as a BEx Query view, which can be further used in BEx WAD• You can define Conditions & Exceptions using the Condition or the Exception wizard.

Page 74: BW Reporting

Access Of BI Data Providers in the Web Analyzer• The various data providers on which ad hoc analysis can be

performed are Third-party BI Sources, NetWeaver BI InfoProviders, Queries or Query views.

Page 75: BW Reporting

• To access any BI data provider within the Web Analyzer, begin by clicking on the ‘New’ button.

• From the resulting dialog box, the user can first select any system that has been maintained in the portal system landscape. These can be either SAP NetWeaver BI systems or third-party BI systems.

• Once a source system is selected, then the user can choose the data provider type from the drop-down box.

• The set of data providers meeting the selection criteria is then displayed for selection.

Access Of BI Data Providers in the Web Analyzer

Page 76: BW Reporting

• In the Web Analyzer, the user can now perform various ad hoc navigation steps easily using Drag & Drop.

• Shown above is an example using several forms of drag and drop navigation. A user can drag items from one section of the navigation block to another to immediately alter the structure of the analysis. They can also drag and drop items from the navigation block directly to the rows or columns of the analysis results. Dragging characteristics to the filter area immediately performs the corresponding filtering of the results.

Adhoc Analysis using drag & drop – Enhanced Filter Area

Page 77: BW Reporting

Adhoc Analysis using drag & drop – Enhanced Filter Area

• Items can be removed from the analysis easily by dragging the item outside of the analysis grid.

• In the filter area, it is now very easy to see exactly what filtering actions are being applied to the analysis. Changes can be made easily and the effects seen immediately.

Page 78: BW Reporting

Introduction to Web Reporting

• The default template used for displaying queries on the web is 0ADHOC. You can set your own template and use it as the default template.

Properties Work Area

Template WorkArea

Web Items Work Area

Page 79: BW Reporting

Web Report

Tool bar

Page 80: BW Reporting

BEx Report Designer

Page 81: BW Reporting

BEx Report Designer• It is a new development tool for SAP BI

• It is a part of BEx Web

• It provides al the functionality to generate highly formatted reports using standard BI tools

• In BW 3.x to get precise control over the layout of report data reports were created using Crystal Enterprise

• Crystal Enterprise is still supported by Netweaver 2004s BI

Page 82: BW Reporting

BEx Report Designer

• BEx report designer provides:– Formatting– Layout options– Support for Hierarchies– Rules for presentation of

special Characteristic Values

– Pictures, text, diagrams– Header & Footers.

Page 83: BW Reporting

BEx Report Designer

• The BEx Report Designer is divided into three sections:– Field Catalog– Formats– Initial Query

ViewFormats

Field Catalog

Initial Query View

Page 84: BW Reporting

BEx Report Designer• BEx Report

Designer contains multiple sections, each section is based on a different Data Provider.

• Sections are aligned one below the other similar to a Stack.

• Empty sections can be used for Headers and Footers. Report with two Sections

Page 85: BW Reporting

Sections in Report - Static• Within a BEx report Static & Dynamic sections can be

created• A Static section is based on a data provider containing two

structures (One in rows and one in columns)• As the positions of every field in such a query/query view is

well defined and predictable, an unrestricted positioning of all fields available from the data provider within the report section is possible

• During runtime there are no navigation options within the reports

• This layout provides comprehensive formatting options within the Report Designer

Page 86: BW Reporting

Sections in Report - Dynamic• A Dynamic section is based on a data provider containing a

key figure structure in columns and one or more Characteristics in the drilldown of rows. It can also contain a hierarchy

• The number of fields can change during runtime because the number of Characteristic values may differ

• Users have restricted navigation options during runtime• This layout provides comprehensive formatting options

within the Report Designer, therefore the positioning of fields during runtime is restricted

• The position of fields can only be changed within the same group of report section.

Page 87: BW Reporting

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe

BI2007 – BI 7.0 Delta – Reporting – v1.0

Page 88: BW Reporting

Introduction to BEx Reporting• Path to BEx Components

– To navigate from the front-end use the windows start menu: (Start>Programs>Business Explorer)

Page 89: BW Reporting

Creating a New Query

Step1: In Query Designer, click on create

Page 90: BW Reporting

Creating a New Query

Step 2: Select InfoProvider on which you want to create a query and click ‘Create’

Page 91: BW Reporting

Creating a New QueryStep 3: Design a Query by drag & drop of characteristics and keyfigures to rows and columns

Page 92: BW Reporting

Creating a New Query

Step 4: Save the query

Page 93: BW Reporting

Executing a Query

Step 1: Select the query

Step 2: Click on OK

Page 94: BW Reporting

Executing a QueryStep 3: Give Inputs to the variables

Step 4: Click on Execute

Page 95: BW Reporting

BEx Report

Page 96: BW Reporting

Modify an Existing Query

• Go to BEx Analyzer (Start>Programs>Business Explorer>Analyzer)

Step1: Select queries tab

Page 97: BW Reporting

Modify an Existing Query

Step2: Select InfoAreas tab

Page 98: BW Reporting

Modify an Existing Query

Step3: Select query and click on change

Page 99: BW Reporting

Modify an Existing Query

Step4: Make the required changes.Modify, Save and Execute the query

Page 100: BW Reporting

Opening a Query Favorites

Roles InfoAreas

History

Page 101: BW Reporting

Elements of BEx Queries

• Structures

• Restricted Key figure

• Calculated Key figure

• New Selection

• New Formula

• Variables

Page 102: BW Reporting

Creating Structures

Step 1: Right Click on Columns and select ‘New Structure’

Page 103: BW Reporting

Creating Structures

Step 2: Right Click on Structure and select

‘Properties’

Step 3: Specify technical name and description. Click

‘OK’.

Page 104: BW Reporting

Creating Restricted Key figure

Step 1: Right Click on Key Figures

section to create a New Restricted

Keyfigure

Page 105: BW Reporting

Creating Restricted Key figure

Step 2: Select the required Keyfigure and characteristic value for restriction. Specify description and Click ‘OK’.

Page 106: BW Reporting

Creating Restricted Key figure

Step 3: Give technical name and select

appropriate properties. Click ‘OK’.

Page 107: BW Reporting

Creating Restricted Key figure

Step4 :Created Restricted Keyfigure can be seen here. Drag and drop them to the query.

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Creating Calculated Key figure

Step 1: Right Click on Key Figures section to

create a New Calculated Keyfigure

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Creating Calculated Key figure

Step 2: Select the required Keyfigures and necessary operators for calculations and provide description. Finally, Click

‘OK’.

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Creating Calculated Key figure

Step3 : Created calculated Keyfigure can be seen here. Drag and drop them to the query.

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Creating New Selections

Step 1: Right Click on Structure and

select ‘New Selection’

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Creating New Selections

Step 2: Drag and drop the

characteristic and Click ‘OK’

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Creating New Formula

Step 1: Right Click on Structure and

select ‘New Formula’

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Creating New Formula

Step 2: Select key figures (amongst

Structure elements) and create formula.

Click ‘OK’

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Creating Variables

Step 1: Right click on characteristic

and select ‘Restrict’

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Creating Variables

Step 2: Goto Variables tab and

choose New variable

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Creating Variables

Step3: Click ‘Next’

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Creating Variables

Step 4: Give variable name, Description and Processing type and click ‘Next’

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Creating Variables

Step 5: Select variable type and variable

entry and click ‘Next’

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Creating Variables

Step 6: Enter Default value (if required) and

click ‘Next’

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Creating Variables

Step 7: Click Finish to Save variable

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Creating Variables

Step 8: Select the created variable

to right panel and click ‘OK’

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Defining Conditions• Step1: From the BEx toolbar, select the condition

option

• Step2: On the Condition Tab page, in the BEx Query Designer, right click on the Condion1 (Created by default) and select EDIT.

• Step3: In the ‘Change Condition’ window, select the option Condition is Active.

• Step4: Select the NEW tab.

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Defining Conditions

• Step5: From the drop down list, select the Key Figure for which the new condition needs to be defined, the operator for performing the required operation & the Value if needed.

• Step6: Select the Transfer tab.

• Step7: Determine the Characteristic Assignment for the Condition

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Defining ConditionsStep2: Right click on the Condion1 -> EDIT

Condition tab

Step3: Select the option Condition is Active.

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Defining Conditions

Step5: Select the Key Figure, Operator & the Value

Step4: Select the option NEW

Step6: Select Transfer

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Defining Conditions

Step7: Determine the Characteristic Assignment for the Condition

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Defining Exceptions• Step1: From the BEx toolbar, select the Exception

option

• Step2: On the Exception Tab page, in the BEx Query Designer, right click on the New Exception.

• Step3: In the ‘Change Exception’ window, select the option Exception is Active.

• Step4: Select the NEW tab.

• Step5: From the drop down list, select the Alert Level, operator & the Value.

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Defining Exceptions• Step6: Select the Transfer tab.

• Step7: On the Definition tab page, Select the Key Figure for which the Exception is to be defined.

• Step8: On the Display tab various display options can be selected.

• Step9: On the Cell Restriction tab, select the Characteristic, operators & value for which the condition is to be defined. Select Transfer.

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Defining ExceptionsStep2: Right click on the New Exception

Exception tab

Step3: Select the option Condition is Active.

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Defining Exceptions

Step5: Select the Alert Level, Operator & the Value

Step6: Select Transfer

Step4: Select the option NEW

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Defining ExceptionsStep7: Select the Key Figure for which the Exception is to be defined

Step8: On the Display tab various display options can be selected

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Exceptions

Step9: Select the Characteristic, operators & value for which the condition is to be defined

Select Transfer

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Creating Exceptions

Alert Level RED for price greater

than 50

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BI2007 – BI 7.0 Delta – Reporting – v1.0

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe

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LetMe• Create a new query using Query Designer.• Include few characteristics in Rows and Free

Characteristics.• Select a time characteristic in Filter section and filter on

certain value of the characteristic.• In the Default Filter section, add default restrictions to a few

characteristics.• Create User Entry variables for few characteristics.• Create new Restricted and Calculated Key figures.• Include key figures, calculated key figures and restricted

key figures in columns.• Set relevant properties for key figures and characteristics.

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LetMe• Create sample Conditions and Exceptions.• Set appropriate Query Properties and Execute query.• Use the BEX Analyzer an the BEx WEB Analyzer to display

the query.• Open the query in Report Designer, add a header and

footer to the Query.• Save the Report.• Use the Broadcast option to Broadcast the report to your

Mail ID.• Open the BEx WAD, include the web item Report and open

the Report you have created in Report Designer.• Save the Web template in the BEx Portfolio as a iview.• Open the final iview in the portal.

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1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe

BI2007 – BI 7.0 Delta – Reporting – v1.0

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BEx Query Designer 3.x & SAP NetWeaver 2004s• All existing 3.x queries can be edited with the SAP NetWeaver

2004s BEx Query Designer without further manual adaptation.• In general there is no migration and there is no new GUID or

new objects in the database tables.• After editing with the new tool queries cannot be edited with the

3.x BEx Query Designer anymore.• The system logic allows you to still edit other BW3.5 queries in

the BW3.5 Query Designer even if they are re-using elements of a query that has been edited with the NW2004s BEx Query Designer as long as the reusable elements use no 2004s features (i.e. planning settings, new aggregation on formulas, variables with multiple default values).

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BEx Query Designer 3.x & SAP NetWeaver 2004s

• Queries created or adapted with the SAP NetWeaver 2004s BEx Query Designer will still appear in the Open Dialog of the 3.x tool but they cannot be opened anymore.

• For those scenarios where customers do not want to use the SAP NetWeaver 2004s BEx Query Designer, SAP ships a 3.x version of the BEx Query Designer in addition to the SAP NetWeaver 2004s BEx Query Designer.

• New capabilities are only implemented in the SAP NetWeaver 2004s Query Designer.

• Query Views that were created before will still run after a query has been changed with the new BEx Query Designer.

• In general, query views do not need to be migrated.

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• Existing BW3.x queries and workbooks can be opened and executed with the SAP NetWeaver 2004s BEx Analyzer.

• Standard workbooks are automatically upgraded, workbooks with customer coding will be upgraded with a best guess strategy.

• Manual adaptation might be necessary to ensure the proper behavior of the workbook. (e.g. customer Visual Basic has to be manually adapted).

• After saving in the new tool, workbooks cannot be used in the 3.x BEx Analyzer. They will no longer appear in the Open dialog.

• For those scenarios where customers do not want to use the SAP NetWeaver 2004s BEx Analyzer, SAP ships a 3.x version of the BEx Analyzer in addition to the SAP NetWeaver 2004s BEx Analyzer.

BEx Query Designer 3.x & SAP NetWeaver 2004s

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BEX Query Designer 3.X & SAP Net weaver 2004s• After migration, the old version of a workbook is still available

in the old 3.x BEx Analyzer. Migration can be done as many times as need. Old workbooks are not deleted.

• New capabilities are only implemented in the SAP NetWeaver 2004s BEx Analyzer

• GIS functionality is only available via BEx Web (Web Application Designer).

• The new BEx Analyzer gives access to InfoProviders, queries and query views but not to query views created with the new BEx Web Analyzer. On the other hand, query views created with the BEx Analyzer are available within the new BEx Web Analyzer.

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• No further development is to be done on the BEx Ad-

Hoc Query Designer. It is replaced by the BEx Web

Analyzer.

• In the BEx Web Analyzer, query views can be created

based on BEx queries, InfoProviders and third party

multidimensional data providers that offer an XMLA or

ODBO interface.

BEx Tool Changes and Replacements

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• New SAP NetWeaver 2004s BI features & functions (e.g. BI-Integrated Planning, Enterprise Reporting and PDF-based printing) are only possible with the new web runtime.

• This new runtime is based on the technology of the SAP NetWeaver Portal and the NW AS J2EE engine.

• The old 3.x runtime is still part of SAP NetWeaver 2004s BI and can be operated in parallel to the new runtime. Therewith SAP ensures that existing customer scenarios continue to run. These scenarios can still be run on the old 3.x runtime within a SAP NetWeaver 2004s BI server.

BEx Run-time in SAP NetWeaver 2004s BI

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HelpMe

Browse through the below links for Self Study

1. http://help.sap.com/saphelp_nw2004s/helpdata/en/e3/e60138fede083de10000009b38f8cf/frameset.htm

2. http://service.sap.com/bi

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New BEx Capabilities & Features• Web Application Designer

– New Command Wizard– New Web items & Charts

• BEx Analyzer– Tighter Excel Integration– Intuitive drag & drop features for easy navigation– Workbook design mode similar to BEx WAD

• Information Broadcasting– Triggering broadcast to variety of outputs, email, portal,

printers etc.– Integration into Alert Farmework and UWL– Flexible scheduling options

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Web Application Designer

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Web Application Designer• The BEx Web Application Designer is redesigned for

the BI release to take advantage of the new BI Consumer Services and the corresponding user interface improvements.

• Now with the BEx Web Application Designer, any source of data can be used as a Data Provider to web items. These sources include data from the SAP data warehouse, non-SAP data warehouses and OLTP sources from all systems.

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WAD: Key Features• Model-driven BI application building

– Wizard for commands and visualization (e.g. buttons)– ‘Auto complete’ support for WEB API developers– Easy integration of native HTML elements

• Design of planning aware applications• New Web items and layout elements (Tab pages and

buttons etc)• Intuitive way of working with reusable web items – now

stored in roles and favorites • New chart types: GANTT, smart map and milestone

Trend analysis• Movable and floatable windows• Fully Unicode compliant.

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Web Application DesignerGrouping of web items

• Standard – most frequently used items

• Advanced – used less often

• Miscellaneous – special items

Properties workspace

• Display – general rendering properties ‘internal display’ – specific rendering properties

• Behavior – specific actions for the item

• Data Binding – specific assignment of a data provider or filter characteristics

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WAD: Command Wizard• The Command Wizard Leverages the

power of WEB API in an easy and intuitive way, thus reducing the need for customer java scripting

• With the extensive selection of the command available, many varied and useful navigation actions can be easily added to a web template with a little knowledge of HTML programming required

• The Command Wizard provides you with complete control over what commands to display, eliminating unnecessary hunting for the command

• The ‘All Commands’ tab in the Command Wizard provides access to all possible commands.

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Web Application Designer• In the Web Application Designer, the former ‘HTML’

tab has been replaced with the ‘XHTML’ (Extended HTML) tab. This new view to the components of the web template provides many new enhancements for those designers who want to extend the functionality of the web template beyond the standard functions provided by the web items.

• HTML code that is entered into the template can be locally verified to catch syntax or tag usage mistakes.

• As HTML code is entered, the Auto Complete function will assist the programmer by suggesting available and appropriate tags based on the context of the entry. This can speed the entry of complex HTML code strings and help ensure accuracy.

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WAD: New WEB Items• In WAD 3.x HTML coding was required for including few

commonly used items, in the new WAD 7.0 these commonly used web items are provided.– Button Groups: It Displays a group of buttons where each

button can execute one or more commands

– Tab Pages: In this web item the label for each tab page and the web item which is to be included can be specified. Each tab page is assigned exactly one web item

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WAD: New WEB Items– Container: It allows to group variety of web items and

HTML in one collection. This collection can then be assigned to web items such as tab pages

– Report Item: The Report web items is used in web templates where it is desirable to call the BEx Report Designer directly from the template. This enables the Report to be displayed into WAD

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WAD: New Charts– Grantt Chart: A Grantt Chart is a

powerful visual reporting device used for conveying a project schedule. It displays work breakdown, total duration needed to complete tasks, as well as percentage completion

– Milestone Trend Analysis Chart: Trends are represented in a MTA chart.

• Horizontal line: Deadline is kept• Rising line: Deadline is exceeded at

each reporting date• Falling line: Milestone is due to be

accomplished earlier

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WAD: New Charts– Smart Maps: A Smart maps represents two different data

series via• Size of rectangle• Rectangle color

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Information Broadcasting

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Information Broadcasting• Information Broadcasting is a flexible function of the Business

Explorer which provides facility to distribute reporting results out to various audiences whether they are regular SAP BI users or not.

• Broadcasting is not restricted to one method. You can choose the source of the data, the format of the data, the target audience, the broadcast channel and of course the timing of the broadcast. You can even use a combination of these for a single broadcast.

• There is also a Wizard to help you work through the settings if you are an occasional user

• Broadcasts can be defined as a one time distribution or they can be set to distribute result data on a regular basis at predetermined times.

• The data can be either precalculated or the broadcast can send a link to the online data. Users may decide if they want to subscribe to broadcasts (or perhaps even unsubscribe).

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Information Broadcasting• A key feature of the Broadcaster is the tight integration

with the NetWeaver Portal.• Broadcasts can be sent to the portal where users can

take advantage of a range of Knowledge Management tools such as:– Feedback– Discussion– Rating– Subscription– Search– Subscription– Download– Collaboration

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BEx Broadcaster• The BEx Information Broadcaster can be accessed from various

BEx reporting tools.

• The broadcaster can also be accessed via the Portal through the delivered BI Role.

• When to Broadcaster settings dialog appears you are able to select the type of reporting object. – Query– Query View– Report– Workbook– Web Template Name

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BEx Broadcaster• When you create a new broadcast you are immediately

prompted for the Distribution Type. The following options are available– Broadcast Email

• Broadcast the results of a report to email addresses or simply broadcast a link to the on-line report.

– Broadcast to the Portal• Broadcast the results of a report to the Portal so these

become easily accessible by group of people who may also use the collaboration features of the Knowledge Warehouse

– Broadcast to the Printer• Broadcast the results of a report to a printer so that hard

copies can be made

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BEx Broadcaster– Broadcast Email (Bursting)

• The broadcaster retrieves the emails of the recipients from the master data attributes of a reporting characteristic. ie. the email address of the cost center manager could be an attribute of the characteristic 'Cost Center'.

– Broadcast According to Exceptions• Broadcast the results of a report only when the exceptions defined

in the query have been triggered.– Broadcast (Multi Channel)

• Use this option when you need a combination of the above methods.

– Precalculated Value Set• This option will allow you to schedule a collection of filter values for

a characteristic by running a control query. These collected filter values can then be used by a subsequent query as input parameters, thus dramatically improving online query performance

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Information Broadcasting• Options for Output Format are dependant on the selection

you have made for Distribution Type. The example in the graphic show we have selected Broadcast Email as the distribution type and so only the relevant output format options are shown.

– HTML. Use this option whenever you want to send the report results as a separate file in an email. This could then be saved separately by the user.

– MHTML (multipart HTML). Multipart HTML combines all the objects required for the report together in one single file. Use this option when you want to embed the BEx report within the body of the email (rather than as a separate file)

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Conditions in Web BEx Analyzer• In the BEx Web Analyzer click on Settings, and select

the Condition Tab

• On Selecting the Add button, a condition wizard will pop up.

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Conditions in Web BEx Analyzer• In the first step of the condition wizard, the condition

type can be set (ranked list criterion, threshold value condition, or mixed condition).

• Depending on the chosen option, the appropriate parameters will be offered in the next step of the wizard.

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Conditions in Web BEx Analyzer• In the second step of the condition wizard, the

parameters for the conditions can be defined according to the condition type.

• The offered operators are dependent on the condition type chosen in the first step.

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Conditions in Web BEx Analyzer• The characteristic assignment takes place in the third

step of the condition wizard. You can choose to apply the condition to:– All characteristics in the drilldown independently– The most detailed characteristic along the rows or

columns– An individual characteristic or a combination of

characteristics.

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Conditions in Web BEx Analyzer• In the final condition wizard step, the activity status of

the condition can be set and a description can be entered. Once all settings are complete, choose the Finish button to save the condition definition.

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Exceptions in Web BEx Analyzer• In the BEx Web Analyzer click on Settings, and select

the Exception Tab

• On Selecting the Add button, a Exception wizard will pop up.

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Exceptions in Web BEx Analyzer• In step 1 of the wizard, set the exception type. You can

choose between status exception and trend exception. – A status exception operates on absolute key figures.– A trend exception operates on relative key figures.

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Exceptions in Web BEx Analyzer• In step2 of the Exception Wizard, the user makes the

settings for the key figure threshold values• You can choose from nine different alert levels:

– Good 1-3, rendered as three shades of green in the standard palette

– Critical 1-3, renderedas three shades of yellowin the standard palette– Defective 1-3, rendered as three shades of red in the standard palette

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Exceptions in Web BEx Analyzer• In step 3 of the Exception Wizard, the user can choose if they want to

have the result of the exception applied to the data cells of an analysis. If this choice is made, the user can make a subsequent choice of which data cells are affected.

• The choices are:– Evaluated structure elements– Following structure elements– All structure elements

• Also in step 3 of the Exception Wizard, the user can choose howor if the exception affects certain characteristic cells in an analysis

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Exceptions in Web BEx Analyzer• In step 4 of the Exception Wizard, the user makes choices about how

the exception will be visualized or rendered in the analysis. For both status and trend exceptions, the exception cells can be rendered using a background color based on the alert level assigned to the threshold values chosen in step 2 of the Exception Wizard.

• For status exceptions, if any of the choices containing symbols are selected, the symbol will be rendered as a traffic light based on the alert level assigned to the threshold values. • For trend exceptions, if any of the choices containing symbols are selected, the symbol will be rendered as an arrow showing the direction of the trend.

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Exceptions in Web BEx Analyzer• In step 5 of the Exception Wizard, the user chooses whether to restrict

how the exception is evaluated for each of the characteristics in the analysis. For each characteristic, you can choose whether the exception affects:– All values– Only the results– Everything except results– A fixed value– A fixed hierarchy level.

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Exceptions in Web BEx Analyzer• In the sixth and final step of the Exception Wizard, the

user chooses whether the exception is active by default, or must be activated within the analysis.