SAP Analysis for Microsoft Office: Practical Guide (SAP PRESS)

✍ Scribed by Denis Reis

• Publisher: SAP Press
• Year: 2020
• Tongue: English
• Leaves: 1352
• Edition: 1
• Category: Library

✦ Synopsis

Managing your SAP data in Microsoft Excel? This is your guide to using SAP Analysis for Microsoft Office! Get started with the basics, from creating your first workbook to navigating through reports. Then, follow step-by-step instructions to process data, analyze data, develop planning applications, customize reports, and work with tools such as formulas and macros. Including details on troubleshooting, UI customization, and more, this book is your all-in-one resource!

Use SAP Analysis for Microsoft Office for reporting and planning
Work with prompts, organize data, apply calculations, and format reports
Conduct advanced data analysis with formulas and macros

Reporting and Data Analysis
Learn to work with reports in SAP Analysis for Microsoft Office: define parameters with prompts, adjust formatting and styles, and extend reports with local data. Filter, sort, and display your data using hierarchies, and refine data analysis with simple and advanced calculations.

Planning
Use your SAP data to develop planning workbooks. Plan your data both manually and with functions and sequences. Understand key settings for cell locking, the planning model, and more.

Advanced Features
Take your skills to the next level. Write formulas to use in your reports, and create and use macros in your workbooks, including steps to use API methods, callbacks, and design rules.

Workbook creation
Report navigation
Prompts
Data processing, organization, and analysis
Planning applications
Report customization and formatting
Formulas
Macros
Configuration
*Troubleshooting

✦ Table of Contents

Cover
Dear Reader
Notes on Usage
Table of Contents
Preface
Purpose of This Book
How This Book is Organized
Overview of the Functions of SAP Analysis for Microsoft Office
How to Work with This Book
1   Create Your First Workbook
1.1   Data Sources as the Basis of Analysis
1.2   Inserting Data Sources into a Workbook
1.2.1   Inserting Data Sources via the Analysis Tab
1.2.2   Inserting Data Sources via the File Tab
1.3   Saving Workbooks
1.3.1   Selecting Save Settings
1.3.2   Removing Data before Saving
1.4   Defining a Default Workbook
1.5   Opening Saved Workbooks
1.6   Adjusting Workbook Name
1.7   Deleting a Workbook
1.8   Summary
2   Navigating in Reports
2.1   Working with Current Data
2.2   Navigating in Queries
2.2.1   Design Panel
2.2.2   Analysis View
2.2.3   Extending Data Analysis
2.2.4   Aggregating Data during Analysis
2.2.5   Customizing Data Analysis
2.2.6   Working with Background Filters
2.2.7   Pause Refresh
2.2.8   Undoing Navigation Steps
2.2.9   Showing Messages
2.2.10   Getting Information about a Data Source
2.3   Summary
3   Working with Prompts
3.1   Getting Started
3.2   Prompts Dialog
3.2.1   Selecting a Prompt Value
3.2.2   Selecting Multiple Values
3.2.3   Selecting a Value Range
3.2.4   Prompts as Selection Options
3.2.5   Working with Hierarchy Variables
3.2.6   Working with Formula Variables
3.2.7   Texts as Prompts
3.3   Using Variants for Prompts
3.3.1   Creating a User-Specific Variant
3.3.2   Creating a Global Variant
3.3.3   Modes for Working with Variants
3.3.4   Using a Variant
3.3.5   Adjusting a Variant
3.3.6   Deleting a Variant
3.4   Viewing Selected Values
3.5   Summary
4   Process Data
4.1   Filtering Data
4.1.1   Filter Elements
4.1.2   Filter Data in Hierarchies
4.1.3   Filtering Key Figures
4.1.4   Suppressing Zeros
4.1.5   Working with Query Conditions
4.2   Sorting Data
4.2.1   Sorting Elements
4.2.2   Sorting Key Figures
4.3   Working with Hierarchies
4.3.1   Using Characteristics with Hierarchies
4.3.2   Navigating in Hierarchies
4.3.3   Displaying Characteristics Hierarchically
4.4   Customizing the Display of Elements, Key Figures, and Results
4.4.1   Customizing the Appearance of Elements
4.4.2   Adjusting the Display of Key Figures
4.4.3   Customizing the Results Display
4.5   Summary
5   Organize Data
5.1   Calculating New Key Figures
5.1.1   Calculation Types
5.1.2   Creating Simple Calculations
5.1.3   Adding Dynamic Calculations
5.1.4   Adding Advanced Calculations
5.1.5   Adding Restrictions
5.2   Using Comments
5.2.1   Properties of Comments
5.2.2   Creating Comments
5.2.3   Saving Comments
5.3   Using the Report-to-Report Interface
5.4   Summary
6   Working with Planning Applications
6.1   Displaying the Planning Tab
6.2   Planning Data Manually
6.2.1   Changing Existing Data Cells
6.2.2   Adding New Data Cells
6.3   Working with Planning Functions and Sequences
6.3.1   Planning Functions
6.3.2   Planning Sequences
6.4   Using Change Mode and Display Mode
6.4.1   Locking Input-Ready Cells
6.4.2   Recalculating Planning Data
6.4.3   Undoing Changes to Planning Data
6.4.4   Saving Planning Data
6.4.5   Setting Work Statuses
6.5   Planning-Relevant Settings
6.5.1   Determining the Planning System to Save Data
6.5.2   Defining Cell Locking Settings
6.5.3   Defining the Planning Model
6.5.4   Switching Automatically to Change Mode
6.5.5   Refreshing Planning Objects
6.5.6   Opening a Data Source in Input-Ready Mode
6.5.7   Defining the Number of New Lines
6.5.8   Determining Rules for the New Line Validation
6.6   Summary
7   Shape Your Reports
7.1   Extending Reports with Local Data
7.1.1   Creating a Local Provider
7.1.2   Updating Data in a Local Provider
7.1.3   Including Local Providers in Reports
7.2   Linking Dimensions of Different Reports
7.2.1   Linking Dimensions
7.2.2   Unlinking Dimensions
7.3   Merging Reports
7.3.1   Grouping Reports
7.3.2   Ungrouping Reports
7.4   Important Settings
7.4.1   Setting Refresh Behavior
7.4.2   Adjusting General Settings
7.4.3   Setting Properties of the Data Source
7.4.4   Setting the Properties of the Crosstab
7.5   Summary
8   Format Reports
8.1   Adjusting Formatting
8.1.1   Working with Conditional Formatting Rules
8.1.2   Formatting Cells
8.1.3   Adding New Rows and Columns
8.1.4   Adding Texts to New Lines
8.1.5   Adding Formulas to New Lines
8.1.6   More Formatting Options
8.2   Managing Design Rules
8.3   Working with Styles
8.3.1   Creating a Style
8.3.2   Applying Styles
8.3.3   Exporting Style Sheets
8.3.4   Importing Style Sheets
8.3.5   Deleting Style Sheets
8.4   Extending Workbooks with Diagrams, Info Fields, and Filters
8.4.1   Inserting Dynamic Diagrams
8.4.2   Inserting Waterfall Diagrams
8.4.3   Inserting Info Fields
8.4.4   Inserting Filter Components
8.5   Summary
9   Working with Tools in SAP Analysis for Microsoft Office
9.1   Using SAP Analysis for Microsoft Office Tools
9.1.1   Converting Cells of a Crosstab into Formulas
9.1.2   Creating Web Applications
9.1.3   Starting the Query Designer
9.2   Working with Views
9.2.1   Copying a View
9.2.2   Inserting a View
9.2.3   Saving a View
9.3   Converting a Workbook Created with the SAP BEx Analyzer
9.3.1   Converting a Workbook
9.3.2   Conversion Settings
9.3.3   Conversion Protocol
9.4   Protecting Workbooks
9.4.1   Activating Protection
9.4.2   Removing Protection
9.5   Summary
10   Working with Formulas
10.1   Working with Formula-Optimized Mode
10.2   Creating Formulas
10.2.1   Basic Formula Creation
10.2.2   SAPGetData
10.2.3   SAPSelectMember
10.2.4   SAPGetUniformScaling
10.2.5   SAPGetDimensionDynamicFilter
10.2.6   SAPGetDimensionStaticFilter
10.2.7   SAPGetDimensionEffectiveFilter
10.2.8   SAPGetDimensionInfo
10.2.9   SAPGetInfoLabel
10.2.10   SAPGetWorkbookInfo
10.2.11   SAPGetSourceInfo
10.2.12   SAPGetMeasureInfo
10.2.13   SAPGetDisplayedMeasures
10.2.14   SAPGetMember
10.2.15   SAPGetVariable
10.2.16   SAPGetMeasureFilter
10.2.17   SAPListOfMeasureFilters
10.2.18   SAPListOf
10.2.19   SAPListOfDimensions
10.2.20   SAPListOfDynamicFilters
10.2.21   SAPListOfStaticFilters
10.2.22   SAPListOfEffectiveFilters
10.2.23   SAPListOfMembers
10.2.24   SAPListOfMessages
10.2.25   SAPListOfVariables
10.2.26   SAPSetFilterComponent
10.2.27   SAPSetData
10.3   Summary
11   Using Macros
11.1   Creating Macros
11.2   Debugging Macros
11.2.1   Getting Started
11.2.2   Working with Breakpoints
11.2.3   Adding a Watch Expression
11.3   Syntax Rules for Entering Values
11.4   Working with API Methods
11.4.1   SAPAddMessage
11.4.2   SAPCallMemberSelector
11.4.3   SAPSetFilter
11.4.4   SAPSetPlanParameter
11.4.5   SAPExecutePlanningFunction
11.4.6   SAPExecutePlanningSequence
11.4.7   SAPGetCellInfo
11.4.8   SAPGetProperty
11.4.9   SAPLogOff
11.4.10   SAPLogon
11.4.11   SAPMoveDimension
11.4.12   SAPOpenWorkbook
11.4.13   SAPSetRefreshBehaviour
11.4.14   SAPSetVariable
11.4.15   SAPExecuteCommand
11.4.16   SAPSuppressMessage
11.5   Working with Callbacks
11.5.1   Callback Execution
11.5.2   AfterRedisplay
11.5.3   BeforePlanDataSave
11.5.4   BeforePlanDataReset
11.5.5   BeforeMessageDisplay
11.5.6   BeforeFirstPromptsDisplay
11.6   Using Formulas from SAP Analysis for Microsoft Office in Macros
11.7   Adjusting Design Rules via Macros
11.7.1   SAPSetFormat
11.7.2   SAPInsertLine
11.7.3   SAPFixLineSize
11.7.4   SAPListOfDesignRules
11.7.5   SAPDeleteDesignRule
11.8   Summary
12   Configure SAP Analysis for Microsoft Office
12.1   Customizing the User Interface
12.1.1   Creating a Profile
12.1.2   Customizing Your Profile
12.1.3   Setting a Profile as Default
12.1.4   Embedding a Profile in a Workbook
12.1.5   Setting Up a Company Profile
12.1.6   Using Read-Only User Profiles
12.2   Options Dialog
12.2.1   User Tab
12.2.2   Advanced Tab
12.2.3   Platform Tab
12.2.4   Conversion Tab
12.3   Technical Configuration
12.3.1   Basics
12.3.2   Changing the Technical Configuration
12.3.3   Settings for the SAP Analysis for Microsoft Office Add-In
12.3.4   Settings for the SAP Analysis for Microsoft Office Plug-In
12.4   Summary
13   Troubleshooting
13.1   Troubleshooting Modes
13.1.1   Support Mode
13.1.2   Profiling Mode
13.1.3   Advanced Mode
13.2   Reactivating the SAP Analysis for Microsoft Office Add-In
13.3   Summary
A   Settings for the SAP Analysis for Microsoft Office Add-in
B   Settings for the SAP Analysis for Microsoft Office Plug-In
C   Glossary
D   The Author
Index
Service Pages
Legal Notes