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SAP Guide: Introduction to Business Warehouse

Revised
August 17, 2017

Introduction to Business Warehouse for Duke University (Company Code 0010)

Contents
  1. About SAP Business Warehouse (BW) at Duke
  2. Logging Into SAP BW
  3. The BEx Analyzer v7.0 Toolbar
  4. BW Terms and Definitions
  5. Using an Existing Query – Fund Trial Balance (FTB)
    • Locate and Select the Fund Trial Balance Query using InfoAreas
    • Use the Find Function to Locate a Query
    • Enter or Choose Selection Criteria for the Fund Trial Balance Query
    • Check the Selection Values Entered Before Executing the Query
    • Save a Variant of the Selection Values to Use Later and Save Steps
    • Use or Get a Saved Variant of the Selection Values
    • Execute the Query and Review the Results
  6. Saving a Single Formatted Query to a Workbook
    • Saving the Formatted Query Results to a Workbook in BW for Future Use
    • Tips for Saving the Formatted Query as an Excel Workbook (Local Network)
  7. Opening a Workbook in BW to Access the Saved Query at a Later Date
    • Change the Variable Values
    • Refresh a Workbook Containing One Single Embedded Query
  8. Basic Context Menu (Right Click) Functions for Queries and Workbooks
    • Overview of Basic Functions
    • Undo an Action or Go Back One Navigation Step to Prior Results
    • Eliminate the Technical Description of the Duke Cost Object
    • Expand the Hierarchy to See All Levels and Duke Cost Objects
    • Deactivate a Hierarchy to Display a Straight List of Duke Cost Objects
    • Filter and Drill Down – Example: Filter on One Cost Object and Drill Down By Commitment Item (G/L Acct.)
    • Add Drill Down According To - Example: Add Drill Down According To Commitment Item (G/L Account)
    • Swap the View of the Results – Example: Swap Duke Cost Object With Commitment Item (G/L Account)
    • Query Properties: Suppress Rows or Columns that Contain a Zero Amount
    • Query Properties: Add a Total (Results) Row if Not Displayed
    • Query Properties: Move the Placement of the Grand Total Row
    • Query Properties: Display or Hide Columns
    • Query Properties: Suppress Repeated Values
  9. Filter Button Functions Including Drag and Drop
    • Overview of Filter Button Functions
    • Filter by BFR Code/Org. Unit from a Higher Level of Hierarchy via the Filter Button
    • Display Balances by Period Across the Report via the Filter Button
    • Using Drag and Drop to Perform the Swap Function via the Filter Button
    • Using Drag and Drop to Add a Drill Down via the Filter Button
    • Disable the Drag and Drop Function of the Filter Button if Preferred
  10. Design Mode Toolbar: Setting Options for Queries and Workbooks
    • Overview and Tips for Using the Design Mode Toolbar (Top Row)
    • Deselect Autofit to Prevent Column Sizes from Adjusting to the Default Width
    • Workbook Settings: General Options
    • Workbook Settings for Variables Values
  11. Advanced Functions for Queries and Workbooks
    • Multiple Selection and Importing of Variable Values to a Selection Screen for a Query
    • Refresh a Workbook Containing Multiple Embedded Queries
    • Copy a Query to a Worksheet using the Copy Sheet Function (Replaces Copy Query in Older Versions)
  12. List of Commonly Used Queries 
Categories

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