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SAP Business Warehouse: Analysis for MS Excel

Revised
October 21, 2019

Analysis for Microsoft Excel User Guide for Duke University

Contents
  1. About SAP Business Intelligence Warehouse (BW) and Analysis for Microsoft Excel at Duke
  2. Launching Analysis for Microsoft Excel
    • First-Time Use ONLY: Configure Analysis to Use the Netweaver Platform
  3. Creating Workbooks in Excel from Existing Queries​​​​​
    • Locate and Select an Existing Query
    • Enter Prompts to Select Values for the Query
    • Add Lines to Select Multiple Values for Prompts Like BFR Codes / Org. Units (Based on Query Used)
    • Check Prompts to Ensure Values Entered Are Valid Before Executing the Query
    • Save a Variant of Prompts for Future Use to Populate Selection Values
    • Use a Variant for Prompts to Populate Selection Values and Save Keystrokes
    • Update and Overwrite a Variant for Prompts
    • Execute the Query
    • Review the Query Results
  4. Saving a Workbook in Excel or SAP BW
    • Save the Formatted Query as an Excel Workbook (Local Network)
    • Save a Formatted Query to a Workbook on the SAP BW Platform / Server
  5. Opening and Refreshing a Workbook
    • Open a Workbook Saved to the SAP BW Platform
    • Important Points About Refreshing Embedded Data Sources in Workbooks
    • Refresh a Workbook and Update Selection Values Using Prompts
    • Merge Prompts to See All Variables in the Prompt Dialog Box if Multiple Queries Are Embedded
    • Refresh a Workbook Containing One Single Embedded Data Source (Query)
    • Refresh a Workbook Containing Multiple Embedded Data Sources (Queries)
  6. Using the Analysis and Analysis Design Toolbars and Buttons
    • Use Toolbar and Button Functions in General
    • Most Commonly Used Functions in Analysis and Analysis Design
  7. Using the Design Panel to Analyze and Format Data
    • Display and Hide the Design Panel
    • Move or Size the Design Panel within Microsoft Excel
    • Use the Analysis Tab in the Design Panel
    • Show the Properties View in the Analysis Tab of the Design Panel
    • Show the Technical Names in the Analysis Tab of the Design Panel
    • Use the Information Tab in the Design Panel
    • Use the Components Tab in the Design Panel
  8. Using Context Menu (Right Click) Functions
  9. Undo and Redo
  10. Expand, Remove, or Add Hierarchy (BFR) Levels
    • Expand the Hierarchy to See All Levels and Duke Cost Objects
    • Remove a Hierarchy (BFR) to Display a Flat Presentation by Cost Object Using the Design Panel and Sort Numerically
    • Remove a Hierarchy (BFR) to Display a Flat Presentation by Cost Object Using the Hierarchy Button
    • Activate a Hierarchy
    • Add a Hierarchy to an Embedded Query That Did Not Have a Hierarchy Originally
  11. Change Properties for Key and Text (Eliminate Technical Descriptions), Sort, and Totals
    • Eliminate the Technical Description Using Key and Text Properties
    • Sort Using Right Click or Sort Button on Analysis Toolbar
    • Sort Using Properties View in the Design Pane
    • Suppress Rows or Columns that Contain a Zero Amount
    • Show or Hide a Total Column or Row if Not Displayed
    • Move the Placement of the Total Columns or Rows
  12. Drag and Drop to Add or Remove Drill-Down
    • Add or Remove Drill-Down in Rows Such as Adding Commitment Items (G/L Accounts) Down the Results
    • Add or Remove Drill-Down in Columns Such as Adding Amounts by Posting Periods Across the Results
  13. Drag and Drop to Swap the View of Results
    • Swap the View of the Results Such as from Duke Cost Object to Commitment Item (G/L Account)
    • Swap the View and Add Drilldown of the Results
  14. Filter by Members
    • Filter and Drill-Down on a Member Displayed in the Results Such as to Filter to a Single Cost Object or Lower Level BFR Code
    • Filter and Drill-Down on a Member Not Displayed in the Results Such as to Filter by One or More Fund Groups
    • Copy and Paste Values from the Clipboard into Filter by Members
    • Import and Paste Values from a File into Filter by Members
    • Insert a Filter for Quick Data Filtering
  15. Filter by Measures
    • Filter and Drill-Down on a Measure in the Results Such as an Amount or Balance
  16. Other Functions
    • Insert Info Fields About What’s Included in the Workbook (Data Source Name, Last Data Update, Etc.)
    • Display or Suppress Repeated Members in Rows
    • Insert a New Line
    • Smart Copy
    • Grouping Crosstabs if More Than One Data Source is Inserted in a Workbook
    • Linking Dimensions if More Than One Data Source is Inserted in the Workbook
    • Reset Data Source
  17. Deleting a Query from a Workbook
  18. Review Messages: (Information, Warning, and Error)
  19. Troubleshooting Analysis for Office
    • Context Menu or Display Design Panel Not Showing Analysis Options
    • Excel Ends Abruptly or Is Terminated
    • Performance Issues When Filtering (Too Many Members Displayed, Size Limit of Results Set Exceeded, or Out of Memory)
    • Update the Default Size Limit for Returned Values
    • Change the Access Mode for Issues Around Filtering by Members
  20. Appendices
    • Appendix A: Table for When a Rest of the Data Source Is Needed
Other Resources
Categories

System Manuals, System Manuals - BW, SAP - Resources, Admin Systems - Resources