BEX query designer

111
SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com © 2011 SAP AG 1 Understanding BEx Query Designer: Part-1 Screen Appearance Applies to: SAP NetWeaver BW. Summary This document is the first installment of a 6 part Query Designer Training guide for Beginners. It deals with understanding first thing you see in the query designer the menu, the buttons, the screen sections etc. This document will also be helpful to intermediate and advanced level users to learn some usually ignored but helpful facts about the Query Designer. Author: Shyam Uthaman Company: Accenture Services Pvt. Ltd. Created on: 6 Jun 2011 Author Bio Shyam Uthaman is working as SAP-BI Consultant. He is working simultaneously on multiple projects for different clients in Accenture.

description

SAP

Transcript of BEX query designer

Page 1: BEX query designer

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 1

Understanding BEx Query

Designer: Part-1 Screen

Appearance

Applies to:

SAP NetWeaver BW.

Summary

This document is the first installment of a 6 part Query Designer Training guide for Beginners. It deals with

understanding first thing you see in the query designer – the menu, the buttons, the screen sections etc. This

document will also be helpful to intermediate and advanced level users to learn some usually ignored but

helpful facts about the Query Designer.

Author: Shyam Uthaman

Company: Accenture Services Pvt. Ltd.

Created on: 6 Jun 2011

Author Bio

Shyam Uthaman is working as SAP-BI Consultant.

He is working simultaneously on multiple projects for different clients in Accenture.

Page 2: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 2

Table of Contents

The BEx Query Designer .................................................................................................................................... 3

Definition ......................................................................................................................................................... 3

Use ............................................................................................................................................................... 3

Integration ....................................................................................................................................................... 3

Features .......................................................................................................................................................... 3

Screen Layout ..................................................................................................................................................... 5

A First look at the Query Designer .................................................................................................................. 5

Screen Sections .............................................................................................................................................. 5 InfoProvider .................................................................................................................................................................. 5

Filter ............................................................................................................................................................................. 5

Rows/Columns ............................................................................................................................................................. 6

Tasks ........................................................................................................................................................................... 8

Properties..................................................................................................................................................................... 8

Messages..................................................................................................................................................................... 8

Toolbar Options .................................................................................................................................................. 9

Menu Bar ......................................................................................................................................................... 9

Standard Toolbar ............................................................................................................................................ 9

View Toolbar ................................................................................................................................................. 10

Related Content ................................................................................................................................................ 12

Disclaimer and Liability Notice .......................................................................................................................... 13

Page 3: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 3

The BEx Query Designer

Definition

It is an Independent desktop application for defining queries.

Use

You analyze the dataset of the Business Information Warehouse by defining queries for InfoProviders using

the BEx Query Designer. By selecting and combining InfoObjects (characteristics and key figures) or

reusable structures in a query, you determine the way in which you navigate through and evaluate the data

in the selected InfoProvider.

Integration

You open the Query Designer from Start/Programs/Business Explorer/Query Designer.

You can also call up the BEx Query Designer from the following components:

BEx Analyzer

BEx Web Application Designer

Crystal Reports (Crystal Reports 8.5 incl. CR add-ons for SAP)

Features

The BEx Query Designer contains the following functions:

You can use the queries that you define in the query designer for OLAP reporting and also for tabular

reporting.

You can parameterize the queries by using variables for characteristic values, hierarchies, hierarchy

nodes, texts, or formulas.

You can select InfoObjects more precisely by:

· Restricting characteristics to characteristic values, characteristic intervals and

hierarchy nodes

· Defining formulas

· Defining selections

· Defining reusable calculated and restricted key figures.

· Using local or reusable structures

· Defining exceptions

· Defining conditions

Page 4: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 4

The most significant components of the query definition are the filter and navigation:

The selections in the filter have a limiting effect on the whole query. When defining the filter, you

select characteristic values from one or more characteristics or from a key figure. All of the

InfoProvider data is aggregated using the filter selection of the query. The filter selection cannot be

changed by navigation.

For the navigation you select user-defined characteristics and determine the content of the rows and

columns of the query. You use this selection to determine the data areas of the InfoProvider over

which you want to navigate. The arrangement of the contents of the rows and columns also

determines the default view of the query and the rows and columns axes in the results area.

After it is inserted into the Web browser, a query is displayed in the default initial view. By navigating

through the query, you can generate different views of the InfoProvider data, by dragging one of the

user-defined characteristics into the rows or columns of the query, for example, or by filtering a

characteristic according to a single characteristic value.

With the definition of a query, the InfoProvider data can be evaluated specifically and quickly. The more

detail in which the query is defined, the quicker its execution and navigation.

Page 5: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 5

Screen Layout

A First look at the Query Designer

On opening the query designer, the following default screen appears.

As you can see in the screenshot above, the screen layout is divided into several sections such as InfoProvider, Characteristic restrictions etc.

These sections will be discussed in detail in this document.

Screen Sections

InfoProvider

This pane displays the elements of the InfoProvider in consideration used to develop the query.

You can drag and drop the Key figures, characteristics, attributes, etc. from the InfoProvider pane to the

query definition.

Filter

If the filter has to be restricted on some specific characteristics, then those restrictions are defined in the filter

area of the query designer. It is further subdivided into 2 different panes:

Characteristic Restrictions

The static filters are defined in this pane.

Default Values

The default values for which the query should be first executed is defined in this pane

Page 6: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 6

Rows/Columns

Press the Rows/Columns tab circled in red below to bring up this pane.

Page 7: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 7

The following screen appears

The layout of the query is defined on the Rows/Columns tab of the Query Designer.

Rows/Columns area of the query designer is further subdivided into 4 different panes:

Rows

Includes the characteristics and key-figures to be included as rows.

Columns

Includes the characteristics and key-figures to be included as columns.

Free Characteristics

If you want some characteristics to not be included in the default view of the query, but still be

available for drilldown if needed, place them in this pane.

Preview

This pane provides a preview of the query structure and layout.

Page 8: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 8

Tasks

You will find this pane on the right side of the screen (as circled in red below).

For different components of a query, there are different tasks or actions that can be performed depending on

the element selected. In case of errors, the possible corrective actions and error help are also visible in the

Task area.

Properties

Click on the Properties tab to switch from the Task Tab explained above.

All elements of the query have their own sets of properties and settings which determine the behavior of that

element. These properties and settings are visible in this pane.

Messages

Errors, warnings and other information related to the query are displayed in the Messages screen area.

Page 9: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 9

Toolbar Options

The following image shows the menu bar and the other toolbars of BEx Query Designer

Menu Bar

Following are the five menu options available in the menu bar:

Query

The functions under this menu options allow you to create, save, open, check, execute, and delete a query.

Edit

You can perform different edit functions using this menu option. Also, you can toggle between the display only and edit mode of the query.

View

The functions under this menu option allow you to display different screen areas as well as toolbars. You can also toggle between different options to display the technical name and description of query elements.

Tools

The Save All function under this menu option saves the query definition as well as all the other reusable components that are created while working on the query.

Help

Functions under this menu option provide error help and also provide help to SAP online documentation

Standard Toolbar

The Icons available on the Standard toolbar is explained below:

New Query

If you want to create a query, select the symbol for New Query. You reach the BEx Open dialog where you choose the InfoProvider whose data you want to use as the basis for your query. You can select the InfoProvider either from the InfoProviders in your history or from the list of all available InfoProviders under InfoAreas.

Open Query

Choose Open Query to get to the BEx Open dialog. Here, all existing queries are available in your history, favorites, roles or listed according to InfoArea. Under InfoAreas you get a list of all existing queries in the Business Information Warehouse for which you have display authorization.

Save Query

You can save a query that you have changed under its current name using the function Save Query.

If the query does not yet have a technical name, the system offers the function Save Query as automatically.

Save All

Page 10: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 10

It saves the query definition as well as all the other reusable components that are created while working on the query. If you want to save the query under a new technical name, choose Save Query As. Enter the new technical name. You can save the query in your favorites or roles.

Execute

Executes the query in portal.

Check Query

Checks the query design for possible errors/warnings.

Query Properties

All elements of the query have their own sets of properties and settings which determine the

behavior of that element. Click this option to view these properties.

Cut

Cuts a query element.

Copy

Copies a query element.

Paste

Pastes a query element.

View Toolbar

The Icons available on the View toolbar is explained below:

InfoProvider

Open/Move the focus to the InfoProvider Pane.

Filter

Open/Move the focus to the Filter Pane. Usage has already been explained earlier in the document.

Cells

You can define formulas and selection conditions explicitly for cells in queries with two structures. In

this way you can override the cell values that are created implicitly from the intersection of the

structure components. This function allows you to design much more detailed queries.

This option is only available for queries with two structures. For queries with only one structure, the

symbol is deactivated.

Condition

Choose Condition, if you want to define conditions for a query. You can specify threshold value

conditions for the key figure values in every characteristic. For example, you can specify all sales

Page 11: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 11

figures under or above a certain threshold value. In the query, the selected characteristics are

displayed with the restricted key figures.

Exceptions

You can define exceptions for a query. Exceptions are variations in key figure values that you define

yourself. They are displayed in a different color in the query view. This allows you to see, at a glance,

any unusual deviations from the results you expect to get.

Properties

Open/Move the focus to the Properties Pane. Usage has already been explained earlier in thee

document.

Tasks

Open/Move the focus to the Tasks Pane. Usage has already been explained earlier in thee

document.

Messages

Open/Move the focus to the Messages Pane. Usage has already been explained earlier in thee

document.

Where-Used List

With the Query Where-Used List, you can see the objects (workbooks, Web templates, Crystal

Reports or Reporting Agent settings) in which the query is used.

Documents

Provides help from SAP online documentation.

Technical Names

You can show or hide the technical names of the query components (InfoObjects, structures,

variables, and so on) using this function.

Page 12: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 12

Related Content

http://help.sap.com/saphelp_nw04/helpdata/en/9d/76563cc368b60fe10000000a114084/content.htm

http://sapdocs.info/sap/bw-bi-bobj/sap-bex-query-designer/

http://help.sap.com/saphelp_nw04/helpdata/en/f1/0a569ae09411d2acb90000e829fbfe/content.htm

Page 13: BEX query designer

Understanding BEx Query Designer: Part-1 Screen Appearance

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 13

Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.

Page 14: BEX query designer

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 1

Understanding BEx Query

Designer: Part-2 Structures,

Selections and Formulas

Applies to:

SAP NetWeaver BW.

Summary

This document is the second installment of a 6 part Query Designer Training guide for Beginners. It deals

with understanding designing the basic elements of a query, i.e. Structures, Selections, and formulas. This

document will also be helpful to intermediate and advanced level users to learn some usually ignored but

helpful facts about the Query Designer.

Author: Shyam Uthaman

Company: Accenture Services Pvt. Ltd.

Created on: 6 Jun 2011

Author Bio

Shyam Uthaman is working as SAP-BI Consultant.

He is working simultaneously on multiple projects for different clients in Accenture.

Page 15: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 2

Table of Contents

The BEx Query Designer .................................................................................................................................... 3

Definition ......................................................................................................................................................... 3

Use ............................................................................................................................................................... 3

Integration ....................................................................................................................................................... 3

Features .......................................................................................................................................................... 3

Structures............................................................................................................................................................ 4

Key Figure Structures ..................................................................................................................................... 5

Characteristic Structures ................................................................................................................................. 5

Reusing Structures .......................................................................................................................................... 9

Selections and Formulas............................................................................................................................... 11 Selections .................................................................................................................................................................. 11

Formulas .................................................................................................................................................................... 15

Related Content ................................................................................................................................................ 18

Disclaimer and Liability Notice .......................................................................................................................... 19

Page 16: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 3

The BEx Query Designer

Definition

It is an Independent desktop application for defining queries.

Use

You analyze the dataset of the Business Information Warehouse by defining queries for InfoProviders using

the BEx Query Designer. By selecting and combining InfoObjects (characteristics and key figures) or

reusable structures in a query, you determine the way in which you navigate through and evaluate the data

in the selected InfoProvider.

Integration

You open the Query Designer from Start/Programs/Business Explorer/Query Designer.

You can also call up the BEx Query Designer from the following components:

BEx Analyzer

BEx Web Application Designer

Crystal Reports (Crystal Reports 8.5 incl. CR add-ons for SAP)

Features

The BEx Query Designer contains the following functions:

You can use the queries that you define in the query designer for OLAP reporting and also for tabular

reporting.

You can parameterize the queries by using variables for characteristic values, hierarchies, hierarchy

nodes, texts, or formulas.

You can select InfoObjects more precisely by:

· Restricting characteristics to characteristic values, characteristic intervals and

hierarchy nodes

· Defining formulas

· Defining selections

· Defining reusable calculated and restricted key figures.

· Using local or reusable structures

· Defining exceptions

· Defining conditions

Page 17: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 4

The most significant components of the query definition are the filter and navigation:

The selections in the filter have a limiting effect on the whole query. When defining the filter, you

select characteristic values from one or more characteristics or from a key figure. All of the

InfoProvider data is aggregated using the filter selection of the query. The filter selection cannot be

changed by navigation.

For the navigation you select user-defined characteristics and determine the content of the rows and

columns of the query. You use this selection to determine the data areas of the InfoProvider over

which you want to navigate. The arrangement of the contents of the rows and columns also

determines the default view of the query and the rows and columns axes in the results area.

After it is inserted into the Web browser, a query is displayed in the default initial view. By navigating

through the query, you can generate different views of the InfoProvider data, by dragging one of the

user-defined characteristics into the rows or columns of the query, for example, or by filtering a

characteristic according to a single characteristic value.

With the definition of a query, the InfoProvider data can be evaluated specifically and quickly. The more

detail in which the query is defined, the quicker its execution and navigation.

Structures

Structures are objects that appear in the Query Designer and can be defined freely.

A structure forms the basic framework of the axes in a table (rows or columns). It consists of structural

components. We differentiate between key figure structures and characteristic structures.

Structural components of key figure structures are always based on the key figure selections (basic key

figures, restricted key figures, and calculated key figures). Characteristic structural components cannot

contain key figure selections.

The set up of the structure determines the sequence and number of key figures or characteristic values in

the columns and rows of the query. You can navigate through the structure in the executed query and set

filters for it.

If you are using two structures (for example, a key figure structure in the columns and a characteristic

structure in the rows), a table with fixed cell definitions is created.

There are two types of structures based on the types of components contained in the structure.

Key Figure Structures

Characteristic Structures

Page 18: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 5

Key Figure Structures

Key figure structures include the components that are based on a key figure such as basic, formula,

restricted, and calculated key figures. A key figure structure is automatically created in a query when you

drag and drop key figures from the InfoProvider screen to the query rows/columns.

Each component included in a key figure structure should include a key figure. This means that you can

include key figures, formula key figures, selection with key figures, restricted key figures (RKFs), and

calculated key figures (CKFs) in a key figure structure. But a characteristic or a selection without a key figure

can’t be included in the key figure structure.

A structure appears in the Query Designer automatically if you move a key figure from the left selection

window for InfoProvider objects into the rows or columns of the query definition. The structure that the

system creates automatically is identified by the symbol and contains the default name Key Figures as a

proposal.

A maximum of 2 structures are allowed in a query definition, and only one of those can be a key figure

structure.

Characteristic Structures

Characteristic structures are optional in query definition and are used if you want to display a specific number

of characteristic values in a specific sequence. To create a new structure, select Create New Structure from

the context menu of the Rows area.

Page 19: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 6

Add structural components to the structure by selecting an option from the context menu.

The new selection will appear.

Now, we have to define the new selection. For that, double click and open it.

The following pop-up appears.

Page 20: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 7

Now drag and drop the required Characteristics to the ‘Details of the Selection’ Pane and press OK to

confirm.

You will see that the new structure has been created.

Page 21: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 8

When you use 2 structures in a query, you can additionally define a separate logic for each cell formed due

to the intersection of the 2 structures. This logic will override the cell values generated implicitly from the

intersection of the structures.

Click on the cell definition button (circled in red below) or use menu path View Cells. This option is

activated only when there are 2 structures in the query.

When cell definition is enabled, an additional Cells tab (circled in blue above) area is visible on the query

designer layout.

Page 22: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 9

Reusing Structures

Consider a scenario where an Organization uses a particular set of key figures most commonly in all the

queries. You have used these key figures in a query and they are part of a KF structure. You can save this

structure as a reusable component, which can be included in other queries on the same InfoProvider.

To save a structure, select Save As from the context menu as shown below.

You will get the following pop-up

Save it after providing the appropriate technical name and description

Page 23: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 10

Now, when you create a new query on the same InfoProvider, this saved structure is visible under the

Structures folder in the InfoProvider Tab as shown below.

This can be directly pulled into the Rows/Columns area to use in the new query. However, if you make

changes to this structure, those will be reflected in all the queries that use it.

So if you want to make some changes to this structure that are specific to only one query, you should detach

the definition in the query by selecting Remove reference from the context menu as shown below.

Reusable structures built for commonly used collections of key figures or characteristics can make query

development easier and faster due to its reuse in multiple query.

Page 24: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 11

Selections and Formulas

The characteristics and key figures from the InfoProvider can be directly dragged into the Rows/Columns

area to define a query. But sometimes using the elements just as available in the InfoProvider isn’t enough.

We will explain selections and formulas using the following example scenario:

There have to be two columns in the query depicting the revenues for the financial year 2001 and2002. Also,

we need to add another column showing the percentage increase/decrease in revenue over the previous

financial year. These requirements can be addressed only by using formulas in the query key figure

structure.

Selections

To begin, get all of the characteristics needed to define the query in the rows and the key figures in the

columns.

Page 25: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 12

Now, to create a new selection, use the New Selection option from the context menu.

This will create a new selection component in the key figures structure as shown below.

You will get the following pop-up

Page 26: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 13

In this case, we will drag and drop Revenue key figure and Calendar Year Characteristic.

Now we will restrict the Revenue on year 2001.

To do this, Right click on Calendar year and select restrict from the context menu as shown below.

Page 27: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 14

You will get the following pop-pop. Move the Year 2001 to the Chosen Selections as shown below.

Press Ok and the restriction will be complete as shown below.

Save the selection after adding Revenue-2001 as the description.

The result is as shown below

Page 28: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 15

Similarly create another selection restricting Revenue key figure on year 2002.

The result is as shown below.

Formulas

The next requirement is to add a column to display the percentage growth from 2001 to 2002.

This computation can be done using the formula component in structure.

Continuing from the previous example, to create a new formula, select the option- New Formula from the context menu as shown below.

Page 29: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 16

A new formula component appears as circled in red below.

Double click on the formula component to bring up the following pop-up where we will define it.

The formula that will be used for calculating the growth percentage is :

( ( Revenue 2002 – Revenue 2001 ) / (Revenue 2001) ) * 100 as shown below.

Use the NDIV0 function to handle the divide by 0 scenarios and return 0 as output in such cases.

Page 30: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 17

Press ok and you will see the new fully defined formula component (circled in red below)

The query output is as follows:

Thus we have implemented and analyzed the concept of Selection and formulas.

Page 31: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 18

Related Content

http://help.sap.com/saphelp_erp2004/helpdata/en/4d/e2bebb41da1d42917100471b364efa/content.htm

http://sapdocs.info/sap/bw-bi-bobj/sap-bex-query-designer/

http://help.sap.com/saphelp_nw04/helpdata/en/f1/0a569ae09411d2acb90000e829fbfe/content.htm

Page 32: BEX query designer

Understanding BEx Query Designer: Part-2 Structures, Selections and Formulas

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 19

Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.

Page 33: BEX query designer

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 1

Understanding BEx Query

Designer: Part-3 Calculated Key

Figures and restricted Key Figures

Applies to:

SAP NetWeaver BW.

Summary

This document is the third installment of a 6 part Query Designer Training guide for Beginners. It deals with

understanding more advanced elements in the query designer i.e. Calculated Key Figures and Restricted

Key Figures. This document will also be helpful to intermediate and advanced level users to learn some

usually ignored but helpful facts about the Query Designer.

Author: Shyam Uthaman

Company: Accenture Services Pvt. Ltd.

Created on: 6 Jun 2011

Author Bio

Shyam Uthaman is working as SAP-BI Consultant.

He is working simultaneously on multiple projects for different clients in Accenture.

Page 34: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 2

Table of Contents

The BEx Query Designer .................................................................................................................................... 3

Definition ......................................................................................................................................................... 3

Use ............................................................................................................................................................... 3

Integration ....................................................................................................................................................... 3

Features .......................................................................................................................................................... 3

Calculated Key Figures ....................................................................................................................................... 4

Use ............................................................................................................................................................... 4

Procedure to Define a New Calculated Key Figure ........................................................................................ 4

Illustrated Implementation of Calculated Key Figures ........................................................................................ 6

Restricted Key Figures ....................................................................................................................................... 9

Use ............................................................................................................................................................... 9

Procedure ........................................................................................................................................................ 9

Illustrated Implementation of Restricted Key Figures ....................................................................................... 10

Transporting Calculated and Restricted Key Figures ....................................................................................... 18

Related Content ................................................................................................................................................ 19

Disclaimer and Liability Notice .......................................................................................................................... 20

Page 35: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 3

The BEx Query Designer

Definition

It is an Independent desktop application for defining queries.

Use

You analyze the dataset of the Business Information Warehouse by defining queries for InfoProviders using

the BEx Query Designer. By selecting and combining InfoObjects (characteristics and key figures) or

reusable structures in a query, you determine the way in which you navigate through and evaluate the data

in the selected InfoProvider.

Integration

You open the Query Designer from Start/Programs/Business Explorer/Query Designer.

You can also call up the BEx Query Designer from the following components:

BEx Analyzer

BEx Web Application Designer

Crystal Reports (Crystal Reports 8.5 incl. CR add-ons for SAP)

Features

The BEx Query Designer contains the following functions:

You can use the queries that you define in the query designer for OLAP reporting and also for tabular

reporting.

You can parameterize the queries by using variables for characteristic values, hierarchies, hierarchy

nodes, texts, or formulas.

You can select InfoObjects more precisely by:

· Restricting characteristics to characteristic values, characteristic intervals and

hierarchy nodes

· Defining formulas

· Defining selections

· Defining reusable calculated and restricted key figures.

· Using local or reusable structures

· Defining exceptions

· Defining conditions

Page 36: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 4

The most significant components of the query definition are the filter and navigation:

Selections in the filter have a limiting effect on the whole query. When defining the filter, you select

characteristic values from one or more characteristics or from a key figure. All of the InfoProvider data

is aggregated using the filter selection of the query. The filter selection cannot be changed by

navigation.

For navigation, you select user-defined characteristics and determine the content of the rows and

columns of the query. You use this selection to determine the data areas of the InfoProvider over

which you want to navigate. The arrangement of the contents of the rows and columns also

determines the default view of the query and the rows and columns axes in the results area.

After it is inserted into the Web browser, a query is displayed in the default initial view. By navigating

through the query, you can generate different views of the InfoProvider data, by dragging one of the

user-defined characteristics into the rows or columns of the query, for example, or by filtering a

characteristic according to a single characteristic value.

With the definition of a query, the InfoProvider data can be evaluated specifically and quickly. The more

detail in which the query is defined, the quicker its execution and navigation.

Calculated Key Figures

Use

You can recalculate the key figures of an InfoProvider for reuse in the Query Designer using formulas.

Calculated key figures consist of formula definitions containing basic key figures, restricted key figures or

precalculated key figures.

Procedure to Define a New Calculated Key Figure

In the InfoProvider objects display frame, select Key Figure and from the context menu (right-mouse click),

choose New Calculated Key Figure.

If a calculated key figure has already been defined for this InfoProvider, you can also select the Calculated

Key Figures entry and, from the context menu, choose New Calculated Key Figure.

The New Calculated Key Figure dialog box appears.

The upper part of the screen contains a text field in which you enter a description of the calculated key figure.

Beneath this is the input field for the formula that you want to use to calculated the key figure. The bottom left

screen area contains all of the operands available for the formula definition. These are:

The basic key figures calculated key figures and restricted key figures from the relevant InfoProvider.

Page 37: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 5

All form variables

Basic functions

Percentage functions

Data functions

Mathematical functions

Trigonometric functions

Boolean operators

Between the operands and the functions, the symbols for the basic arithmetic operations are displayed. To

the right of the functions, there is a number block.

Proceed as follows to define a formula:

Choose the operands you want to use, and insert them in the entry field for the formula by double-

clicking or by using Drag&Drop.

Choose the calculation functions you want to use by either clicking on the symbols for the basic

arithmetic operations, double-clicking on the functions, or using Drag&Drop.

Select the numerical values for the formula by clicking on the number block.

2. Define your formula using the available operands and operators.

If, when defining a formula, you want to use a variable that is not contained in the operands, you must first

create the variable. Highlight the Formula Variable entry and using the right mouse button on the context

menu, choose New Formula. You reach the variable wizard that takes you through a step-by-step process

for defining a new variable.

If you want to change a formula variable, select the variable and, from the context menu, choose Edit. The

variable editor appears.

Note that when you execute a query, the key figures are always calculated as the same unit. That is, a

formula is semantically incorrect if, for example, a currency unit (for example, USD) is added to a weight

unit (for example, kg). If you want to calculate values regardless of the unit, use the function Value Without

Dimension (Without Units).

3. Check the formula definition and choose Formula Syntax Check .

The Formula Syntax Check function checks only the correctness of the syntax in the formula. It does not

check whether the formula makes sense semantically, for example, if it contains the same units. You make

semantic checks using the function Check Query

4. Enter a description for the calculated key figure..

Page 38: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 6

5. Choose OK. The new calculated key figure is defined for the InfoProvider.

Illustrated Implementation of Calculated Key Figures

To create a new Calculated Key Figure, Right-Click on the Key Figures Folder and select New Calculated

Key Figure option from the Context menu as shown below.

You will notice that a new undefined Calculated key figure is created(circled in red below).

Double click on the newly create created Calculated key figure to define it.

Page 39: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 7

The following pop-up opens.

Here we will define monthly revenue formula by dividing the Revenue by 12.

Also, give a meaningful description to the CKF along with a new technical name.

Page 40: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 8

The fully filled up pop-up will appear as the following.

Press Ok to confirm.

Now, the fully defined CKF can be seen in the InfoProvider pane as shown below.

Now, to use this new CKF, you can simply drag and drop it into the Rows or Columns area as any other Key

figure.

Note: The advantage of using a Calculated Key Figure is that the CKF is available for reuse in all the queries that are

built on that InfoProvider

Page 41: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 9

Restricted Key Figures

Use

You can restrict the key figures of an InfoProvider for reuse by selecting one of more characteristics. The key

figures that are restricted by one or more characteristic selections can be basic key figures, calculated key

figures or key figures that are already restricted.

Procedure

Defining a New Restricted Key Figure

In the InfoProvider objects display frame, select Key Figure and from the context menu (right-mouse click),

choose New Restricted Key Figure.

If a restricted key figure has already been defined for this InfoProvider, you can also select the Restricted

Key Figures entry and, from the context menu, choose New Restricted Key Figure using the right mouse

button.

The New Restricted Key Figure dialog box appears.

The text field, in which you can enter a description of the restricted key figure, is found in the upper part of

the screen.

Underneath the text field, on the left, is the directory of all the objects available in the InfoProvider. The

empty field for defining the restricted key figure is on the right-hand side of the screen.

Using Drag&Drop, choose a key figure from the InfoProvider, and restrict it by selecting one or more characteristic values.

You can also use variables in place of the characteristic values. However, note that you cannot use the

following variable types in restricted key figures for technical reasons.

Variables with Replacement with Query process type

Variables that represent a precalculated value set

You can use these variable types to restrict characteristics in the rows, columns or in the filter.

Choose OK.

Editing restricted key figures

Note that when you change a restricted key figure, these changes are effective in all queries that use this

restricted key figure.

You can see where the restricted key figure is used. Choose Where-used List from the context menu of the

restricted key figure (secondary mouse click).

1. In the InfoProvider objects display frame, select the restricted key figure and, from the context menu

(right-mouse click), choose Edit.

2. Make the required changes.

3. Choose OK.

Page 42: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 10

Determining properties for the restricted key figure

1. ...

1. In the left display frame for InfoProvider objects, select the restricted key figure and, from the context

menu, choose Properties.

2. Make the required settings for the description, number format and currency translation for the restricted

key figure.

Illustrated Implementation of Restricted Key Figures

To create a new Restricted Key Figure, Right-Click on the Key Figures Folder and select New Restricted Key

Figure option from the Context menu as shown below.

You will notice that a new undefined Restricted key figure is created (circled in red below).

Page 43: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 11

Double click on the newly create created Restricted key figure to define it.

The following pop-up opens.

Also, give a meaningful description to the RKF along with a new technical name.

In this example, we will use the RKF to determine the Revenue restricted on Calendar year input at runtime

by the user.

The fully filled up pop-up will appear as following.

Also, we have dragged and dropped Revenue Key Figure and Calendar Year Characteristic into the Details

of selections pane.

Page 44: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 12

Now, to restrict the calendar year based on user input, right click on the Calendar year characteristic and

select restrict from the context menu.

Page 45: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 13

Now, in the following pop-up select the Variables option from the Show Drop down menu.

Now click on the Create button (circled in red) below.

Page 46: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 14

You will get the following pop-up

Now, give the variable a meaningful description and Technical name. Also, select the Manual input

Processing type.

Page 47: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 15

Now, switch to the Details tab.

We will select the single value input and make it Mandatory here by selecting the options shown below.

Press Ok to confirm.

You will receive the following pop-up

Press OK to confirm.

You will reach the previous pop-up.

Page 48: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 16

You can see that the new variable has been added (circled in green below).

Press the arrow button (circled in Red below) to move the variable to the Chosen selections pane.

Press OK to confirm the selection.

Page 49: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 17

You can see that the new variable restriction has been added successfully (Circled in red below).

Press OK to confirm

Now, the fully defined RKF can be seen in the InfoProvider pane as shown below.

Page 50: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 18

Now, to use this new RKF, you can simply drag and drop it into the Rows or Columns area as any other Key

figure.

Note: The advantage of using a Restricted Key Figure is that the RKF is available for reuse in all the queries that are built on that InfoProvider

Transporting Calculated and Restricted Key Figures

To make the calculated and restricted key figures available in various BI systems, transport them.

If the transport system is activated, a dialog box for specifying a transport request appears when you save

the calculated and restricted key figures. Enter the required transport request.

Note: If a fixed standard BEx transport request is specified, the calculated and restricted key figures are

automatically written to this request and the transport request dialog box is not displayed.

The technical names of the object types (TLOGO) for these key figures in transport requests are as follows:

Calculated key figures: ELEM (ELEM.CKF)

Restricted key figures: ELEM (ELEM.SEL)

Page 51: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 19

Related Content

http://help.sap.com/saphelp_erp2004/helpdata/en/4d/e2bebb41da1d42917100471b364efa/content.htm

http://sapdocs.info/sap/bw-bi-bobj/sap-bex-query-designer/

http://help.sap.com/saphelp_nw04/helpdata/en/f1/0a569ae09411d2acb90000e829fbfe/content.htm

Page 52: BEX query designer

Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 20

Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.

Page 53: BEX query designer

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 1

Understanding BEx Query

Designer: Part-4 Conditions &

Exceptions

Applies to:

SAP NetWeaver BW.

Summary

This document is the fourth installment of a 6 part Query Designer Training guide for Beginners. It deals with

understanding the need and use of Conditions and Exceptions in the Query Designer. This document will

also be helpful to intermediate and advanced level users to learn some usually ignored but helpful facts

about the Query Designer.

Author: Shyam Uthaman

Company: Accenture Services Pvt. Ltd.

Created on: 6 Jun 2011

Author Bio

Shyam Uthaman is working as SAP-BI Consultant.

He is working simultaneously on multiple projects for different clients in Accenture.

Page 54: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 2

Table of Contents

The BEx Query Designer .................................................................................................................................... 3

Definition ......................................................................................................................................................... 3

Use ............................................................................................................................................................... 3

Integration ....................................................................................................................................................... 3

Features .......................................................................................................................................................... 3

Conditions ........................................................................................................................................................... 4

Use ............................................................................................................................................................... 4

Integration ....................................................................................................................................................... 5

Prerequisites ................................................................................................................................................... 5

Features .......................................................................................................................................................... 5

Creating a Condition: An Illustrated example.................................................................................................. 7

Exceptions ........................................................................................................................................................ 11

Use ............................................................................................................................................................. 11

Features ........................................................................................................................................................ 11

Possible Validity Areas.................................................................................................................................. 14

Properties ...................................................................................................................................................... 14

Creating a Exception: An Illustrated example ............................................................................................... 15

Related Content ................................................................................................................................................ 21

Disclaimer and Liability Notice .......................................................................................................................... 22

Page 55: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 3

The BEx Query Designer

Definition

It is an Independent desktop application for defining queries.

Use

You analyze the dataset of the Business Information Warehouse by defining queries for InfoProviders using

the BEx Query Designer. By selecting and combining InfoObjects (characteristics and key figures) or

reusable structures in a query, you determine the way in which you navigate through and evaluate the data

in the selected InfoProvider.

Integration

You open the Query Designer from Start/Programs/Business Explorer/Query Designer.

You can also call up the BEx Query Designer from the following components:

BEx Analyzer

BEx Web Application Designer

Crystal Reports (Crystal Reports 8.5 incl. CR add-ons for SAP)

Features

The BEx Query Designer contains the following functions:

You can use the queries that you define in the query designer for OLAP reporting and also for tabular

reporting.

You can parameterize the queries by using variables for characteristic values, hierarchies, hierarchy

nodes, texts, or formulas.

You can select InfoObjects more precisely by:

· Restricting characteristics to characteristic values, characteristic intervals and

hierarchy nodes

· Defining formulas

· Defining selections

· Defining reusable calculated and restricted key figures.

· Using local or reusable structures

· Defining exceptions

· Defining conditions

Page 56: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 4

The most significant components of the query definition are the filter and navigation:

Selections in the filter have a limiting effect on the whole query. When defining the filter, you select

characteristic values from one or more characteristics or from a key figure. All of the InfoProvider data

is aggregated using the filter selection of the query. The filter selection cannot be changed by

navigation.

For navigation, you select user-defined characteristics and determine the content of the rows and

columns of the query. You use this selection to determine the data areas of the InfoProvider over

which you want to navigate. The arrangement of the contents of the rows and columns also

determines the default view of the query and the rows and columns axes in the results area.

After it is inserted into the Web browser, a query is displayed in the default initial view. By navigating

through the query, you can generate different views of the InfoProvider data, by dragging one of the

user-defined characteristics into the rows or columns of the query, for example, or by filtering a

characteristic according to a single characteristic value.

With the definition of a query, the InfoProvider data can be evaluated specifically and quickly. The more

detail in which the query is defined, the quicker its execution and navigation.

Conditions

Use

You can formulate conditions to make data analysis more efficient. In the results area of the query, the data

is filtered according to the conditions so that only the part of the results area that you are interested in is

displayed.

If you apply conditions to a query, you are not changing any numbers. Instead, you are just hiding the

numbers that are not relevant for you. For this reason, conditions have no effect on the displayed values of

the results rows. The results row of a query with an active condition corresponds to the results row of a query

without this condition

You can define multiple conditions for a query. Conditions are evaluated independently of each other. In

doing so, the results quantity for the evaluation sequence is independent. The result is the intersection of the

individual conditions. Multiple conditions are linked logically with AND. A characteristic value is only

displayed when it fulfills all (active) conditions of the query

Page 57: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 5

Integration

The conditions function for defining is available in the following areas of the Business Explorer:

in the BEx Query Designer

in Web Applications

in the Ad-hoc Query Designer

in the Web item List of Conditions

in the toolbar of the standard Web template

Prerequisites

You have defined a query, have used this query if necessary as a data provider in a Web application, and

would now like to define one or more conditions for this query.

Features

Conditions help you restrict how you view query data in the following way:

Threshold values: An entry is filtered independent of the other entries if its reference value has a

specific relationship to a comparison value. For example, an entry is not displayed if its reference

value exceeds or goes below a specific threshold value.

Ranked List: All entries for the displayed list or all entries for a logical section of the list (with

multiple characteristics in the drilldown) are considered here and their relationship to another

determines whether the entry is displayed. For ranked lists, the sorting is switched on automatically

when the condition is activated.

The following operators help you to create rank lists:

Top N, Bottom N: The ranked list is arranged according to a particular number.

Customers: Top 3 with bottom 5 sales volumes

You get a list of the three customers having the strongest sales and the five customers with the

weakest sales. This means that you see the set union of both condition rows Top 3

Sales and Bottom 5 Sales.

Top percent, bottom percent: The ranked list is arranged according to a particular percentage.

Material: Top 25% of sales revenue

You receive a list of the strongest materials – related to revenue - until 25% of the total revenue

is attained.

Material: Bottom 25% of sales revenue

You receive a list of the weakest materials – related to revenue - until 25% of the total revenue

is attained.

Page 58: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 6

Top total, bottom total: The ranked list is arranged according to a particular totals value.

Products: Top total 20,000 EUR of sales volume

You get a list of products with the lowest sales volume, whose combined sales volume makes a

total of 20,000 EUR. First, all sales volumes are sorted in descending order and then totals are

formed until the threshold value of 20,000 is exceeded. Those products that exceed the 20,000

EUR thresholds are left in the list.

The ranked list for this condition might look like this:

Product Sales

A 11,000 EUR

B 7,000 EUR

C 5,000 EUR

Product C is included in the list, even though it means the total is greater than 20,000 EUR. All

the products that have a lower sales volume than product C are no longer displayed.

If you want to create a ranked list of the products with the lowest sales volume whose combined

sales total a certain amount, use the Bottom total operator.

Page 59: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 7

Creating a Condition: An Illustrated example

Let us assume a scenario where we want to Display all the products that generate a revenue of greater than

or equal to 150,000 EUR.

To achieve this, first drag the Product Characteristic to Rows and the Revenue Characteristic to Columns as

shown below.

To create a new condition, first click on the conditions button circled in red below.

This will open the Condition screen area.

Page 60: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 8

The Condition screen area screenshot is given below. Right click anywhere inside it and select New

Condition to create a new condition.

After selecting New Condition, a new undefined condition will appear in the Conditions pane as shown

below.

Double click on ‘Condition 1’ to define it.

Page 61: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 9

You will get the following pop-up

Click on the New button (Circled in red above) to create a new condition.

This will cause the drop down menus that were grayed out to become active.

Page 62: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 10

Now use the Drop down menu to define our condition as shown below.

Click on the Transfer button (Circled in red above) to transfer the condition to the Define Condition

Parameters Pane.

You can see below that the condition has been added.

Now give your condition a meaningful description and press OK to save.

Page 63: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 11

You will see that the new condition has been added as shown below.

The query output below confirms that the design works flawlessly.

Exceptions

Use

You can define threshold values (exceptions) for a query. You define exceptions in the BEx Query Designer

or in BEx Web applications.

Features

Defining an exception involves defining the following components:

Exception Type

You specify whether you want to define a status exception or a trend exception. The type of exception

affects, for example, the display of the exception.

● Status exceptions affect absolute key figures. They describe the current status of a number (such as

revenue > 30000).

● Trend exceptions affect relative key figures. They describe a change to a key figure (such as deviation

> 5 percent).

You can only make this setting in the exception wizard, not in the exception editor.

Definition of Key Figures

You specify which key figures the exception is to affect. The exception can affect all structure elements of

a structure or a selected structure element.

If a structure element is used in the definition of an exception and the structure is inconsistent, the system

displays an information message in the Messages area and automatically corrects the structure. The

system adds the used structure element to the structure. To activate this change, you must save the

structure.

Page 64: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 12

Time of Evaluation

You can set whether the evaluation of the exception is to take place before or after a local calculation.

Choose Before Local Calculation or After Local Calculation as required.

Specifying the Threshold Values

Set the required alert level and specify the relevant threshold values and operators.

You can choose from the following alert levels:

● Good 1

● Good 2

● Good 3

● Critical 1

● Critical 2

● Critical 3

● Bad 1

● Bad 2

● Bad 3

You can choose from the following operators:

● = Equal To

● <> Not Equal To

● > Greater Than

● >= Greater Than or Equal To

● < Less Than

● <= Less Than or Equal To

● [] Between

● ][ Not Between

The values for these operators must be floating point numbers. For the operators [] Between and ][ Not

Between, you must enter a value range, that is, an upper and a lower threshold value.

The input format depends on the country setting for the operating system.

In BEx Query Designer, you can use formula variables for the from and to values of the exception. By

choosing Entry of Variables, the input help appears and you can select the required formula variable.

When you execute the query, the variable dialog box appears, in which you can choose the from and to

values.

In addition to selecting a formula variable, you can also define new variables, change variables, and delete them.

Page 65: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 13

The system interprets the threshold values in the exceptions as numbers.

This means for example that is not possible to enter a date directly as a threshold value. In BEx Query

Designer, you can specify a date as a threshold value by using a form variable with processing

type Customer Exit as the threshold value. The form variable must have the dimension Date. The customer

exit provides the required date.

The system processes the defined alert level and the associated threshold values sequentially. If you

define multiple alert levels and threshold values for a value, the system displays the lowest alert level.

Display/Target

You can set whether the exception is to affect data cells or characteristic cells. In accordance with your

setting, the highlighting for the exception is displayed on the numbers for the selected key figure or the text

for the most detailed characteristic value.

When you display the exception on data cells, you can choose whether the exception is to be displayed on

the evaluated structure element, on another structure element, or on all structure elements.

When you display the exception on characteristic cells, you can choose whether the exception is to be

displayed on the rows, on the columns, or on both the rows and columns.

Table Display

You can display the exception in the table in the following ways:

● Background color: The exception is displayed with the background color of the data cell or

characteristic cell. The color shading ranges from dark green for alert level Good 1 through yellow for alert level Critical 1 to dark red for alert level Bad 3. There are a total of nine color shades, corresponding to nine different levels of priority.

● Icon: The exception is displayed using icons.

● Icon and value: The exception is displayed with an icon and the value of the data cell or characteristic

cell.

● Value and icon: The exception is displayed with the value of the data cell or characteristic cell and an

icon.

Characteristic Restriction/Cell Restriction

In the characteristic restriction of the exception, you specify on which cells the exception is to be evaluated.

For all characteristics, the exception affects only the results unless you define otherwise.

You can choose from any of the free characteristics, or characteristics from the rows and columns used in a

query. You cannot use characteristics that are already used in another restriction row in the list.

Select the required validity areas for the characteristics and restrict the characteristics as required.

Page 66: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 14

Possible Validity Areas

Validity Area Meaning

All The validity area is not restricted. The

exception is valid for all drilldown states for the

characteristic.

Totals Only The exception is valid for aggregated values of

the characteristic only.

Everything Except Totals The exception applies to all values of the

characteristic apart from aggregated values.

Fixed Values The exception is valid for only one particular

value of the characteristic (such as Spare

Parts under Product Group, for example).

Select the required characteristic value.

In BEx Query Designer, you can also use a

characteristic variable here by choosing

Entry of Variables and selecting the required

characteristic variable from the input help.

When you execute the query, the variable

dialog box appears, in which you can choose

the characteristic value.

You can also define new variables, change

existing variables, and delete them

Level The exception is valid for a particular hierarchy

level of the characteristic only. Select the

required hierarchy level.

Properties

Specify whether the exception is active or inactive and enter a description for the condition.

Page 67: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 15

Creating a Exception: An Illustrated example

Let us assume a scenario where we want to Display all the products and their associated revenues in a way

that Critical range, Bad range and Good range revenues are highlighted in different colors. For this scenario,

we will assume Critical range to be less or equal to than 100,000 EUR, bad range to be between 100,000

EUR and 300,000 EUR and good range to be any value above 300,000 EUR.

To achieve this, first drag the Product Characteristic to Rows and the Revenue Characteristic to Columns as

shown below.

To create a new exception, first click on the conditions button circled in red below.

This will open the Exception screen area.

Page 68: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 16

The Exception screen area screenshot is given below. Right click anywhere inside it and select New

Exception to create a new Exception.

After selecting New Exception, a new undefined Exception will appear in the Exceptions pane as shown

below.

Double click on ‘Exception 1’ to define it.

Page 69: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 17

You will get the following pop-up

Click on the new button in the popup defined above to define a new exception.

Page 70: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 18

According to our requirement we will define Critical range to be less or equal to than 100,000 EUR as shown

below. Click transfer (Circled in red below) to add the new exception. Also add a meaningful description to

the exception.

As you can see below, the new exception has been added.

Page 71: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 19

Similarly, add the other 2 requirements in a similar fashion to reach the result shown below.

Now move to the Definition Tab of the same pop-up.

You will see the following options:

We need to define this exception only on revenue, so use the Key Figures Drop down and select revenue as

shown below.

Page 72: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 20

Press OK to return to the Main Exception Definition window as shown below. It confirms that the exception

has been added.

Save the query.

Now we will see the query output in RSRT transaction screen.

You can see that the different t revenue ranges have been highlighted differently.

Thus the requirement is met.

Page 73: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 21

Related Content

http://help.sap.com/saphelp_erp2004/helpdata/en/4d/e2bebb41da1d42917100471b364efa/content.htm

http://sapdocs.info/sap/bw-bi-bobj/sap-bex-query-designer/

http://help.sap.com/saphelp_nw04/helpdata/en/f1/0a569ae09411d2acb90000e829fbfe/content.htm

Page 74: BEX query designer

Understanding BEx Query Designer: Part-4 Conditions & Exceptions

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 22

Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.

Page 75: BEX query designer

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 1

Understanding BEx Query

Designer: Part-5 Query Element

Properties

Applies to:

SAP NetWeaver BW.

Summary

This document is the fifth installment of a 6 part Query Designer Training guide for Beginners. It deals with

understanding the need and use manipulating the properties of the query elements and the query itself to get

the desired result. This document will also be helpful to intermediate and advanced level users to learn some

usually ignored but helpful facts about the Query Designer.

Author: Shyam Uthaman

Company: Accenture Services Pvt. Ltd.

Created on: 6 Jun 2011

Author Bio

Shyam Uthaman is working as SAP-BI Consultant.

He is working simultaneously on multiple projects for different clients in Accenture.

Page 76: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 2

Table of Contents

The BEx Query Designer .................................................................................................................................... 3

Definition ......................................................................................................................................................... 3

Use ............................................................................................................................................................... 3

Integration ....................................................................................................................................................... 3

Features .......................................................................................................................................................... 3

Query Element Properties .................................................................................................................................. 4

Characteristic Query Element Properties ........................................................................................................ 5 Characteristic Properties: General tab ......................................................................................................................... 6

Characteristic Properties: Display tab .......................................................................................................................... 6

Characteristic Properties: Hierarchy tab ...................................................................................................................... 7

Characteristic Properties: Planning tab ........................................................................................................................ 8

Characteristic Properties: Advanced tab ...................................................................................................................... 8

Key Figure Query Element Properties ............................................................................................................ 9 Key figure Properties: General tab ............................................................................................................................. 10

Key figure Properties: Aggregation tab ...................................................................................................................... 11

Key figure Properties: Display tab .............................................................................................................................. 11

Key figure Properties: Advanced tab .......................................................................................................................... 12

Key figure Properties: Conversions tab ...................................................................................................................... 12

Key figure Properties: Planning tab ............................................................................................................................ 13

Key figure Properties: Calculations tab ...................................................................................................................... 14

Query Properties ........................................................................................................................................... 15 Query Properties: General tab ................................................................................................................................... 16

Query Properties: Variable Sequence Tab................................................................................................................. 16

Query Properties: Display tab .................................................................................................................................... 17

Query Properties: Rows/Columns tab ........................................................................................................................ 17

Query Properties: Value Display tab .......................................................................................................................... 18

Query Properties: Planning tab .................................................................................................................................. 18

Query Properties: Advanced tab ................................................................................................................................ 19

Related Content ................................................................................................................................................ 20

Disclaimer and Liability Notice .......................................................................................................................... 21

Page 77: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 3

The BEx Query Designer

Definition

It is an Independent desktop application for defining queries.

Use

You analyze the dataset of the Business Information Warehouse by defining queries for InfoProviders using

the BEx Query Designer. By selecting and combining InfoObjects (characteristics and key figures) or

reusable structures in a query, you determine the way in which you navigate through and evaluate the data

in the selected InfoProvider.

Integration

You open the Query Designer from Start/Programs/Business Explorer/Query Designer.

You can also call up the BEx Query Designer from the following components:

BEx Analyzer

BEx Web Application Designer

Crystal Reports (Crystal Reports 8.5 incl. CR add-ons for SAP)

Features

The BEx Query Designer contains the following functions:

You can use the queries that you define in the query designer for OLAP reporting and also for tabular

reporting.

You can parameterize the queries by using variables for characteristic values, hierarchies, hierarchy

nodes, texts, or formulas.

You can select InfoObjects more precisely by:

· Restricting characteristics to characteristic values, characteristic intervals and

hierarchy nodes

· Defining formulas

· Defining selections

· Defining reusable calculated and restricted key figures.

· Using local or reusable structures

· Defining exceptions

· Defining conditions

Page 78: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 4

The most significant components of the query definition are the filter and navigation:

Selections in the filter have a limiting effect on the whole query. When defining the filter, you select

characteristic values from one or more characteristics or from a key figure. All of the InfoProvider data

is aggregated using the filter selection of the query. The filter selection cannot be changed by

navigation.

For navigation, you select user-defined characteristics and determine the content of the rows and

columns of the query. You use this selection to determine the data areas of the InfoProvider over

which you want to navigate. The arrangement of the contents of the rows and columns also

determines the default view of the query and the rows and columns axes in the results area.

After it is inserted into the Web browser, a query is displayed in the default initial view. By navigating

through the query, you can generate different views of the InfoProvider data, by dragging one of the

user-defined characteristics into the rows or columns of the query, for example, or by filtering a

characteristic according to a single characteristic value.

With the definition of a query, the InfoProvider data can be evaluated specifically and quickly. The more

detail in which the query is defined, the quicker its execution and navigation.

Query Element Properties

All components of query including the query itself have their own set of properties. These properties

determine the behavior of the element. The properties for the selected query element are visible in the

properties screen area of the BEx Query Designer. Also, you can select a query element for which you have

to define the properties from the dropdown available in the Properties screen area.

This document will explain all the settings contained in the Properties pane of the query designer.

We will be discussing the following:

Characteristic Query Element Properties

Key Figure Query Element Properties

Query Properties

in detail.

Page 79: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 5

Characteristic Query Element Properties

We will explain the different properties that correspond to a characteristic query element. Select the

characteristic for which you want to define the properties as shown below.

Page 80: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 6

Characteristic Properties: General tab

In the general tab, you maintain the description of the characteristic of the query which will be displayed in

the query output when it is executed.

If you use the ‘Use Standard Text’ checkbox, the description as mentioned in the InfoObject definition is

selected.

The Technical name of the Characteristic will also be displayed as seen below.

Characteristic Properties: Display tab

Page 81: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 7

The Display Tab is divided into the following 3 sections:

1. Value Display Section

To select the way the characteristic values should be displayed.( No Display, Key and Text, text, key

or text and key)

In the text view drop down, you can specify if you want the short, medium or long text to be

displayed.

2. Sorting Section

In this section, you will define if the characteristic will be sorted in ascending or descending in the

query output.

3. Result Rows Section

The result rows section allows you to set the display options of the summations in the query output.

Characteristic Properties: Hierarchy tab

If the characteristic, for which properties are being maintained, contains hierarchies built on it, then you can

set different properties on the Hierarchy tab. On this tab, you can select the hierarchy to be used in the

query, and you can define the display sorting settings for the selected hierarchy.

Page 82: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 8

Characteristic Properties: Planning tab

The option specific to planning on hierarchy nodes are available on the Planning tab of characteristic

properties. This setting is relevant for input-ready queries only.

Characteristic Properties: Advanced tab

The properties related to data access and data selection are maintained on the Advanced tab of the

characteristic properties.

The Advanced Tab is divided into the following 3 sections:

1. Access Type for Result Values

In this section you can define what values of the characteristic should be displayed in the query

output. These options are:

Page 83: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 9

Posted Value: Upon selection of this option, only posted values of the characteristics are

displayed in the query output.

Characteristic Relationships: Upon selection of this option, you can display the data as

per characteristic relationships.

Master data: Upon selection of this option, all the characteristic values from the master data

are displayed irrespective of whether transaction data exists for those values or not.

2. Filter Value Selection During Query Execution

This setting determines the list of values you would get while selecting a filter value during query

execution.

3. Refresh Variables

Here you can make variable refresh settings using either of the following options available:

Refresh Dynamically

If you choose this option, the system refreshes the workbook or Web application using the

settings from the current navigation view.

Refresh as Designed

If you choose this option, the system refreshes the workbook or Web application using the

hierarchy and filter settings from Query Designer.

Key Figure Query Element Properties

Now, we will look at the different properties for key figure query elements.

Click on the key figure whose properties have to be modified. The properties pane will display the key figure

settings as shown below.

Page 84: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 10

We will now look at the different tabs available under key figure properties pane.

Key figure Properties: General tab

You can maintain the description and technical name of the query element in this tab. To maintain the default

description, click on the ‘Use Standard Text’ checkbox. Or else you can uncheck this checkbox and provide

your own description to be shown in the query output.

You can also edit the definition of this element by clicking the Edit button.

Page 85: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 11

Key figure Properties: Aggregation tab

Here you can specify how the aggregation should take place for the key figure when the query is executed.

This tab is enabled only for the query elements of type formula or Calculated Key Figures.

Key figure Properties: Display tab

Page 86: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 12

Use the settings under the Hide section if you want to hide the key figure in the output. There is also an

option available to highlight the key figure value under the Highlight section. Additional settings related to the

number of decimal places, scaling factor, and so on, can be set under the display tab.

Key figure Properties: Advanced tab

The constant selection setting is available only for the elements of type selections or Restricted key figures.

The setting of constant selection is used if you want to keep the characteristic selections mentioned in the

definition of the selection/RKF as a constant. It means that during the query execution, the restrictions

applied on the key figure do not change.

Key figure Properties: Conversions tab

The settings on the Conversions tab are useful if there is a key figure of type amount or quantity included in

the query element definition, and you need to convert the amount or quantity in the uniform currency/unit.

Page 87: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 13

The currency Translation section of this tab is available for key figures of the type amount. Here, you can

define the way the amount needs to be converted by specifying the Conversion type and the Target

Currency to which the key figure value is translated.

The key figure is of type quantity, the Unit conversion section of this tab is enabled. Similar to the settings for

currency translation, here you have to define the Conversion Type and the Target Unit as parameters for unit

conversion.

Key figure Properties: Planning tab

The Planning tab allows you to set the properties for a key figure included in an input-ready query.

Page 88: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 14

Key figure Properties: Calculations tab

The calculations tab allows you to define the way you want the results and the single values to be calculated

for the report output.

The option you choose in the Calculate Result As area will recalculate the result per the selected option.

Similarly, the option you select under Calculate Single Value As will influence the way single values are

recalculated for the query output display.

Page 89: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 15

Query Properties

Different properties are defined at query level. To display these properties, click on the Query properties

button from the menu bar as shown below.

Alternatively open the Query properties by selecting Query Properties as shown below.

There are seven different tabs where you can set the query properties.

These tabs will now be explained in detail.

Page 90: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 16

Query Properties: General tab

The general tab of the query properties displays the technical name and allows you to maintain the

description of the query. This description is visible to the report user when the query is executed.

If the query involves time-dependant master data, then the date specified in the Key Date field is used to

derive the values from the time-dependant data. You can maintain any specific date in the query, or you can

use a characteristic variable on the date as a more flexible option.

If nothing us included I the Key Date settings of the query, then the date of query execution is considered as

the key date for that query.

Query Properties: Variable Sequence Tab

It displays the list of all the variables that are enabled for user entry. You can change the order in which the

variable should appear in the selection screen, when it is executed.

Page 91: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 17

Query Properties: Display tab

The formatting, display of key values, and display of scaling factors settings are done in the Display Options

section.

When you use the Hide Repeated Key Values setting, the key values that are repeated in successive

records are hidden, and only the first record displays the characteristic value, which is repeated.

You can also select if you want to provide document links in the query by selecting the relevant Checkboxes.

Query Properties: Rows/Columns tab

Page 92: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 18

This tab allows you to maintain settings related to rows and columns displayed in the query result.

The position of the result rows and result columns is determined based on the settings maintained under the

Result Position section.

You can also decide to suppress the zero values from the query output in the Suppress Zeros section.

Here, you can decide if you want to apply the suppression either to rows or columns or to both rows and

columns in the Effect On section. This tab also displays a preview of the settings chosen on this tab.

Query Properties: Value Display tab

The settings related to key figure display, such as display of +/- signs or display of zero values, are

maintained on the Value Display tab.

Query Properties: Planning tab

The planning tab is relevant only to the input-ready queries where you can make the setting to open the

query in change mode. This means users can enter and change the key figure values that are enabled for

input.

Page 93: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 19

Query Properties: Advanced tab

The Allow External Access to This Query setting on this tab determines if the query can be executed through

OLE DB for OLAP.

Page 94: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 20

Related Content

http://help.sap.com/saphelp_erp2004/helpdata/en/4d/e2bebb41da1d42917100471b364efa/content.htm

http://sapdocs.info/sap/bw-bi-bobj/sap-bex-query-designer/

http://help.sap.com/saphelp_nw04/helpdata/en/f1/0a569ae09411d2acb90000e829fbfe/content.htm

Page 95: BEX query designer

Understanding BEx Query Designer: Part-5 Query Element Properties

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 21

Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.

Page 96: BEX query designer

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 1

Understanding BEx Query

Designer: Part-6 Simple Query

Design

Applies to:

SAP NetWeaver BW.

Summary

This document is the sixth and final installment of a 6 part Query Designer Training guide for Beginners.

After going through the first five parts, the reader will have now had a broad level of familiarity with the

design and function of the Query Designer. This document provides an insight into applying those concepts

into a query development. It will also be helpful to intermediate and advanced level users to learn some

usually ignored but helpful facts about the Query Designer.

Author: Shyam Uthaman

Company: Accenture Services Pvt. Ltd.

Created on: 6 Jun 2011

Author Bio

Shyam Uthaman is working as SAP-BI Consultant.

He is working simultaneously on multiple projects for different clients in Accenture.

Page 97: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 2

Table of Contents

The BEx Query Designer .................................................................................................................................... 3

Definition ......................................................................................................................................................... 3

Use ............................................................................................................................................................... 3

Integration ....................................................................................................................................................... 3

Features .......................................................................................................................................................... 4

Creating a Simple Query .................................................................................................................................... 5

Business Requirement ........................................................................................................................................ 7

Illustrated demonstration of Query Design ......................................................................................................... 7

Executing the Query ......................................................................................................................................... 14

Related Content ................................................................................................................................................ 15

Disclaimer and Liability Notice .......................................................................................................................... 16

Page 98: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 3

The BEx Query Designer

Definition

It is an Independent desktop application for defining queries.

Use

You analyze the dataset of the Business Information Warehouse by defining queries for InfoProviders using

the BEx Query Designer. By selecting and combining InfoObjects (characteristics and key figures) or

reusable structures in a query, you determine the way in which you navigate through and evaluate the data

in the selected InfoProvider.

Integration

You open the Query Designer from Start/Programs/Business Explorer/Query Designer.

You can also call up the BEx Query Designer from the following components:

BEx Analyzer

BEx Web Application Designer

Crystal Reports (Crystal Reports 8.5 incl. CR add-ons for SAP)

Page 99: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 4

Features

The BEx Query Designer contains the following functions:

You can use the queries that you define in the query designer for OLAP reporting and also for tabular

reporting.

You can parameterize the queries by using variables for characteristic values, hierarchies, hierarchy

nodes, texts, or formulas.

You can select InfoObjects more precisely by:

· Restricting characteristics to characteristic values, characteristic intervals and

hierarchy nodes

· Defining formulas

· Defining selections

· Defining reusable calculated and restricted key figures.

· Using local or reusable structures

· Defining exceptions

· Defining conditions

The most significant components of the query definition are the filter and navigation:

The selections in the filter have a limiting effect on the whole query. When defining the filter, you

select characteristic values from one or more characteristics or from a key figure. All of the

InfoProvider data is aggregated using the filter selection of the query. The filter selection cannot be

changed by navigation.

For the navigation you select user-defined characteristics and determine the content of the rows and

columns of the query. You use this selection to determine the data areas of the InfoProvider over

which you want to navigate. The arrangement of the contents of the rows and columns also

determines the default view of the query and the rows and columns axes in the results area.

After it is inserted into the Web browser, a query is displayed in the default initial view. By navigating

through the query, you can generate different views of the InfoProvider data, by dragging one of the

user-defined characteristics into the rows or columns of the query, for example, or by filtering a

characteristic according to a single characteristic value.

With the definition of a query, the InfoProvider data can be evaluated specifically and quickly. The more

detail in which the query is defined, the quicker its execution and navigation.

Page 100: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 5

Creating a Simple Query

To create a new query, click on the Create button circled in red below. Or use the menu Query New

The following window pops up asking you to select an InfoProvider.

Navigate through the InfoAreas to select the InfoProvider on which you want to create the query and click on

the open button to return to the main screen.

Page 101: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 6

The InfoProvider definition will be displayed now in the InfoProvider pane as shown below.

Page 102: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 7

Business Requirement

Determine the top five customers with the highest sold quantity for 2002 by applying a condition.

Secondly, compare the results with their revenues.

Illustrated demonstration of Query Design

Firstly, we will define the Rows of the Query.

To do this, drag the Characteristics/key figures you want to see in the rows to the Rows pane of the Query Designer.

Here, we have dragged and dropped only Customer into the rows as per our requirement

The Preview pane re-affirms the design as shown below.

Now, we will define the columns of the query.

According to the requirement, Quantity and revenue have to be dragged and dropped into the columns pane.

The preview changes with the new design as shown below.

Page 103: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 8

Now, we have to define the filter. To do that, click on the filter tab circled in red below.

Now, drag and drop Calendar Year to the Characteristics Restrictions Pane

Now we have to define the restriction on it.

Page 104: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 9

Right click on Calendar year and select restrict from the context menu.

You will get the following pop-up

Page 105: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 10

To restrict the Calendar year to 2002, first use the drop down menu on the Show field and select Single

Values as shown below.

Select the year 2002 and use the icon to move it to the Chosen Selections pane

Page 106: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 11

The Characteristic Restrictions pane now contains the filter as shown below

Now, we need to set the condition to get the top 5 customers with the highest sold quantity.

To do that, click on the conditions button on the toolbar circled in red below.

A conditions pane will open as shown below. Right click anywhere inside and select New Condition from the

context menu.

Page 107: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 12

You will see that a new Condition appears as shown below.

Double click on the new Condition to define it.

Fill in the Description and click on the New button to start defining it.

Page 108: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 13

According to the requirement, we have filled in the settings to get the top 5 customers based on quantity.

These settings have been circled in red below.

Click on the Transfer button to complete the assignment.

You will see that the new condition has been added.

Now, press Ok to confirm and go back.

Page 109: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 14

You can see that the condition Definition is complete

Now save the query using the button.

Executing the Query

Go to RSRT transaction screen in the BW system and enter in your query name as shown below and press

execute.

You will see the following output

The requirement has been met and the Top 5 customers have been sorted by Quantity on year 2002.

Page 110: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 15

Related Content

http://help.sap.com/saphelp_nw04/helpdata/en/9d/76563cc368b60fe10000000a114084/content.htm

http://sapdocs.info/sap/bw-bi-bobj/sap-bex-query-designer/

http://help.sap.com/saphelp_nw04/helpdata/en/f1/0a569ae09411d2acb90000e829fbfe/content.htm

Page 111: BEX query designer

Understanding BEx Query Designer: Part-6 Simple Query Design

SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com

© 2011 SAP AG 16

Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.