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

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