EA267 Exercise AOLAP

8/12/2019 EA267 Exercise AOLAP

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MULTIDIMENSIONAL ANALYTICS WITH SAP

BUSINESSOBJECTS ANALYSIS EDITION FOR

OLAPEA267

Exercises / SolutionsIan McAlpine - SAP Canada

Alexander Peter, Eric Schemer, David Stocker - SAP AGBharath Ramamurthy, Asima Pany - SAP India



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CONTENTS

BEFORE YOU START 3

EX 1: AN OVERVIEW OF ANALYSIS, EDITION FOR OLAP 4

EX 2: FILTERING AND NAVIGATION 7

EX 3: ADDING CALCULATIONS 12

EX 4: CONDITIONAL FORMATTING 15

EX 5: MORE ADVANCED NAVIGATION 18

EX 6: VISUALIZING DATA WITH CHARTS 22

EX 7: USING QUERIES WITH PROMPTS 25

EX 8: SORTING 29

EX 9: CONTROLLING THE AUTOMATIC UPDATE OF DATA 33

EX 10: VIEWING THE WORKSPACE OUTLINE 36

EX 11: EXPORTING TO EXCEL AND PDF 38

EX 12: OPTIONAL - MORE FEATURES & FREESTYLE 42

EX 13: CREATE AN ANALYSIS APPLICATION 44



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BEFORE YOU START

NOTE:Open the Chrome browser and enter chrome://settings/content . A window will appear. In the Pop-ups sectionchoose Allow all sites to show pop-ups and click Done.

If you are new to Analysis edition for OLAP…

…and would like a good overview of its capabilities, we recommend that you complete Exercises 1 thru 11. These aredesigned to be followed in a sequential order with each exercise following on from the previous exercise. It will take~50 minutes.

Exercise 12 is optional.

For Exercise 13 you can skip all steps up to step 46 and start at step 47. This is because you can continue to use theworkspace that you created in the earlier exercises. Note that the screenshots and hierarchies will not be the same but

similar steps can still be performed. Exercise 13 will only take 5 minutes for you.

If you have some experience with Analysis edition for OLAP or only have 20 minutes of time…

…then please jump straight to Exercise 13. In this exercise you will create a simple workspace with several crosstabsand charts and then dynamically create an analysis application using a powerful new feature that was introduced in BI4.1.

Exercise Estimated Duration

1. AN OVERVIEW OF ANALYSIS, EDITION FOR OLAP 5 minutes

2. FILTERING AND NAVIGATION 5 minutes

3. ADDING CALCULATIONS 4 minutes

4. CONDITIONAL FORMATTING 3 minutes

5. MORE ADVANCED NAVIGATION 5 minutes

6. VISUALIZING DATA WITH CHARTS 6 minutes

7. USING QUERIES WITH PROMPTS 4 minutes

8. SORTING 8 minutes

9. CONTROLLING THE AUTOMATIC UPDATE OF DATA 4 minutes

10. VIEWING THE WORKSPACE OUTLINE 3 minutes

11. EXPORTING TO EXCEL AND PDF 3 minutes

12. OPTIONAL: MORE FEATURES & FREESTYLE - minutes

13. CREATE AN ANALYSIS APPLICATION 20 minutes



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EXERCISE 1

AN OVERVIEW OF ANALYSIS, EDITION FOR OLAP

Estimated time: 5 minutes

Objective

In this exercise you will be introduced to Analysis, edition for OLAP. We will show you how to logon to the BILaunchpad and start Analysis, edition for OLAP. You will connect to a data source and we will then describe the mainareas of the application.

Exercise Description

The following description only serves as a short overview to what objectives will be executed during the exercise.

Logon to the BI Launchpad

Start Analysis, edition for OLAP

Select the connection to the “Order and Sales Values” data

Learn about the toolbars, task panel, layout panel and analysis window.



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EXERCISE 1 – STEPS

You are presented with the query view definition as defined in the BEx Query Designer, as shown on the next page.

Explanation Screenshot

1. Open the BI Launchpad viathe SAP BusinessObjectsJava BI Launch Pad icon onthe desktop. Alternativelyopen Internet Explorer andenter the URLhttp://localhost:8080/BOE/BI.

2. Logon with your Enterprisecredentials (i.e.Administrator andAbcd1234)

3. Select the menu

Applications 4. Select Analysis, edition

for OLAP.

5. Select the connectionOrder and Sales Values

6. Click OK 7. A Prompts dialog will

appear. Leave everythingas-is and click OK

NEW in BI 4.1: The promptdialog was redesigned for BI 4.1and includes support for BWvariants, creating new personalor public variants plus mergingprompt values across multiplequeries. You can also optionallychoose whether or not to saveprompt values with theworkspace.

http://localhost:8080/BOE/BI







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The screen is divided into 4 main sections.

1) Across the top are the toolbars. Top left is the “quick access” toolbar for all common actions such as Save,Load, Print, Undo, etc. The other toolbar tabs Analyze, Insert and Display are specific to Analysis, edition forOLAP.

2) On the left of the screen is the Task panel. This changes depending on the current task. Currently it is showingthe Data connections.

3) Next to the Task panel is the Layout panel. This shows the definition of the selected analysis. You can dragand drop hierarchies and measures from the Data Task panel into the Layout panel. You can also use a right-click context menu to perform navigational operations on the hierarchies and measures in the Layout panelincluding filtering, re-ordering, and swapping objects. You also can maintain hierarchy settings and sort themembers. The Layout panel duplicates functionality that is directly available on the crosstab or chart, but animportant difference is that the Layout panel also indicates the members that are part of the Background filter(also referred to as the ‘slice’ axis).

4) Finally the Analysis window contains the various analysis components (crosstabs and charts). You caninclude from 1 up to 4 components in an analysis window. Depending on the number of components, AnalysisOLAP will always resize the components to make the full use of the analysis window. In the screenshot above,one crosstab component has filled the analysis window.

If at any time during the following exercises you need to undo an action, click on the icon in the “quick

access” toolbar. You can undo/redo the previous 10 steps.



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EXERCISE 2

FILTERING AND NAVIGATION


Objective

In this exercise you will be introduced to several basic workflows including choosing the hierarchies and members thatyou want to include in your analysis and controlling what member information is displayed.



Filter by member task panel

Properties task panel

Adding hierarchies to the crosstab

Background Filter

Display key or text values



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1. Right click on Key Figures in the Columns section ofthe Layout panel.

2. Select the menu Filter >By member…

3. Uncheck Credit memovalue leaving Incomingorders value, Billingvalue and Returns value checked.

4. Click OK.



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5. The values currentlyexceed the column widthsin the crosstab. Eachcolumn and row can beindividually resized bydragging the boundarybars in the crosstabheaders, but there is afaster way to resize allcolumns.

6. Click on the icon onthe extreme left of thescreen. This will displaythe Properties task panel.

7. Set the Column Width to125

8. Click Apply.

NEW IN BI 4.1: You canseparately choose to wrapcolumn text or row text.

9. Click on the icon todisplay the Data panel.

10. Now drag and dropdimension Salesorganization from the listof available dimensions inthe Data task panel

towards the Layout panel.Drag and drop it so that itis above Sold-to party.



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11. Select the Display toolbar.12. Open the menu item

Totals & Parents.13. Uncheck both Display

Grand Totals and DisplaySub-Totals.

14. Drag and Drop thedimension Cal. Year /month into theBackground filter area inthe Layout panel.



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15. Because the Background area applies a filter, Analysis OLAP willautomatically open theFilter by member taskpanel. We want to analyze2006.

16. Uncheck the months for2005. The fast way to dothis is to click on 01.2005 then SHIFT-click on12.2005. Click OK.

17. Notice that the Rows andColumns sections of theLayout panel display thehierarchy name but theBackground section showsthe members. This lets youimmediately see whatfilters are being used.Hover over the membersin the Background to seeall the filtered membersand the hierarchy name.

NEW IN BI 4.1: Drag barshave been added so you canresize the Task panel, Layout panel plus the Columns,Rows and Background sections.

18. The Sales organization and Sold-to party hierarchies currently showboth the key and text foreach member. We willchange this for both to justshow the text.

19. Right-click on Salesorganization either in theLayout panel or in thecrosstab. Choose Displayas > Text.

20. Repeat for Sold-to party.

21. Save your workspace by clicking on the icon. 22. Feel free to explore adding and removing hierarchies; drag them around the Layout panel and crosstab.

23. When you are ready to proceed to the next exercise, click on the icon and load in your previously savedworkspace.



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EXERCISE 3

ADDING CALCULATIONS


Objective

In this exercise you will be introduced to calculations. With Analysis edition for OLAP you can add your owncalculations from “quick calcs” to dynamic calculations to a free-form calculation editor.



“Quick Calc”

Change the position of members

Dynamic calculations



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1. Analysis, edition for OLAPhas three types ofcalculations; “quick calcs”,dynamic calculations andcustom calculations. Wewill start with “quick calcs”.

2. For “quick calcs” to work,they require two measures(Key Figures) to beselected. Click on Returnsvalue in the crosstabcolumn header thenCTRL-click on Incoming

orders value in thecrosstab column header.

3. Right-click on Incomingorders value and chooseCalculation > PercentageShare.

4. Notice a new column isadded to the crosstab.This calculation tells us foreach customer whatpercentage of their orderswas returned.

5. The position of anymember can be changedto suit your analysis. Clickand drag the Billing value column so it is to the rightof the new calculationcolumn.



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6. The new calculationcolumn contains acalculator icon. Click on

the icon.7. The Calculation task

panel appears on the left.This is where calculationscan be created and edited.While “quick calcs” justuse two measures and oneoperator, customcalculations can use manymeasures and operators.

8. Click on Function to seethe various calculationfunctions that areavailable.

9. For now we will simply

rename our calculation. Inthe Name field enter %Returns then click OK.

10. Dynamic calculations (alsoknown as list calculations)operate with a singlemeasure. They are calleddynamic calculationsbecause the resultdynamically changes asthe number of members

changes.11. Right-click on % Returns

in the crosstab columnheader.

12. Select Dynamiccalculation > RankNumber

13. A new column appearsshowing the rank numberfor each member with 1representing the largestnumber.

14. Save your workspace by clicking on the icon. 15. Feel free to reorder members and add new “quick calcs” and dynamic calculations.




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EXERCISE 4

CONDITIONAL FORMATTING


Objective

In this exercise you are introduced to Conditional Formatting, also known as “exception highlighting”. We show howyou can change the colour or symbols displayed in a cell depending on the cell’s value.



Create a “traffic light”



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1. Conditional formatting(also known as exceptionhighlighting) allows you todefine rules and bringattention to cells whichsatisfy those rules. Theyhighlight cells whosevalues are not typical.

2. Right-click on % Returns in the crosstab columnheader.

3. Choose ConditionalFormatting > New….

4. The ConditionalFormatting task panel iswhere we define theexception rules. We aregoing to add a classic“traffic light” rule.

5. Optionally enter a namefor the conditionalformatting (e.g. % Returns)

6. Choose the color Green(6)

7. Use the option Less Than and enter 5 as the value.

8. Click Add.



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9. Select the Preview optionin the bottom left corner ofthe Conditional Formattingtask panel.

10. Notice the crosstabdynamically updates and itwill continue to do so asyou add more rules.

11. Choose the color Yellow(4)

12. Use the option Between and enter the values 5 and10.

13. Click Add.14. Finally choose the color

Red (2) 15. Use the option Greater

Than and enter 10 as thevalue.

16. Click Add.17. Click OK.

NEW IN BI 4.1: Conditionalformatting defined in the QueryDesigner is now displayed in Analysis OLAP. Additionally anew “Display” shelf is availablethat allows the highestconditional formatting alertlevel to bubble up to the rowand column headers.

Conditional formatting can alsobe based on one measure butapplied to another measure.

18. Save your workspace by clicking on the icon. 19. Feel free to add conditional formatting to other measures. Our example used the Cell Background format

but what happens if you change this to Value or Symbol?




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EXERCISE 5

MORE ADVANCED NAVIGATION


Objective

In this exercise we add a new crosstab and show various ways how to add/change the hierarchies in the crosstab. Wealso show how to control what hierarchy levels are displayed.



Insert a new crosstab

Different ways to choose the hierarchies in the crosstab

Show/hide hierarchy levels



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1. We will insert a newcrosstab and choosedifferent hierarchies.

2. Click on the Insert toolbartab.

3. Click on the icon.4. We are going to look at the

value of incoming ordersfor individual materialitems.

5. In the Layout panel dragKey Figures from the

Columns section to theBackground section (seescreenshot to the right).

6. The Filter task panel willautomatically appearbecause the Backgroundis a filter. ChooseIncoming orders valueand click OK.

7. Drag Cal. Year / month

from the Data panel intothe Columns section of theLayout panel.



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8. We are going to replaceSold-to party in the Rowswith Material GroupHierarchie. We could dragand drop as before but thistime we will use the Swapwith option.

9. Right-click on Sold-toparty in the Rows sectionof the Layout panel andchoose Swap with >Material > Material GroupHierarchie.

10. Your crosstab should nowlook something like this.

11. There are two membersthat we want to remove.The first is Not AssignedMaterial.

12. If you expand NotAssigned Material you

will see that it representsseveral material items. Weare not interested in any ofthese so we are going toremove the entire branch.

13. Right-click on NotAssigned Material andchoose Remove.



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14. The second member that we want to remove is Material groups. However, try to remove it using the sametechnique that we just used for Not Assigned Material and see what happens.

15. When you remove a member, you also remove all of its child members. In the case of Material groups removing it will also remove Speedy, Casing and all the other members leaving nothing left on the crosstab.We want to keep all those members… we just don’t want to see Material groups.

16. Material GroupHierarchie represents ahierarchy of members andMaterial groups is at thefirst level. So we are goingto hide the first level.

17. Right-click on MaterialGroup Hierarchie either inthe Layout panel or in thecrosstab.

18. Select Show levels >Level 01.

19. As Level 01 is alreadychecked, selecting it willuncheck it, thus hidingLevel 01.

20. This is the result… exactlywhat we want.

21. Save your workspace by clicking on the icon. 22. Right-click on any hierarchy in the Layout panel and feel free to explore the various options in the context

menu.

23. When you are ready to proceed to the next exercise, click on the icon and load in your previously saved

workspace.



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EXERCISE 6

VISUALIZING DATA WITH CHARTS


Objective

This exercise is all about charts. We show how to add a chart, specify its location and how to use the zoom control todictate exactly what is drawn. We change some chart properties and demonstrate our innovative “focused analysis”feature.



Add a chart

Choose the chart/crosstab position

Chart zoom control

Focused analysis

Chart properties



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1. Charts are a very usefulaid to quickly understanddata and spot trends oroutliers.

2. Click anywhere on theAnalysis 2 crosstab toselect it.

3. To add a chart click on theInsert toolbar tab.

4. Click on the line charticon.

5. To give the line chart more

space, click on its title barand drag it over the bottomcrosstab until it ishighlighted grey. This willswap the position of thechart and the lowercrosstab.

6. Notice that the line chartcontains a zoom control atthe top. This is a thumbnail representation of all

the data in the chart. Thearea with the white background in the zoomcontrol at the left indicateswhat is currently beingcharted. The white areacan be resized anddragged to any part of thezoom control giving youcomplete control of what ischarted.

7. Drag the right hand bar inthe zoom control all the

way across to the right sothat all the data is charted.

8. Visualization immediately lets us see that Motherboard is the best-selling item with sales increasingthroughout the year and peaking towards Christmas. Notice also that as this is a manufacturing plant,production ceases for two months during the summer for annual vacation, servicing and retooling.

9. Although it is easy to see the trend line for Motherboard, the other lines are clustered together and are lesseasy to read. To resolve this problem Analysis, edition for OLAP, has an innovative feature called Focused Analysis.

10. When a chart is added to a worksheet it is automatically linked to the selected crosstab. You can see fromthe name in the title bar of the chart that it is linked to the Analysis 2 crosstab.



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11. Click anywhere on theright-hand crosstab toselect it.

12. Click on the Display toolbar tab then click onFocused Analysis.Focused analysis is nowenabled.

13. Click on Speedy in the rowheading of the crosstab.This will select the wholerow.

14. Notice what happened tothe chart?

15. Try clicking on other rowheadings.

16. You can also chart arange. Click and drag toselect the range of cellsfrom Harddrive Terminal /01.2005 to Motherboard /03.2005.

17. Right-click anywhere onthe line chart. Choose Pie.

18. Crosstabs and charts havetheir own properties. Tochange these click on the

icon at the extreme leftside. This will display the

Properties panel for thepie chart.

19. Change the Style toShadow.

20. Click Apply.

21. Click on the icon toreturn to the Data panel.

NEW IN BI 4.1: We haveintroduced the Waterfall chartin the Other Charts menu.

22. Save your workspace by clicking on the icon. 23. Explore the different chart types and try selecting a different range of data in the crosstab. Also try resizing

the zoom control and change its position.




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EXERCISE 7

USING QUERIES WITH PROMPTS


Objective

In this exercise we observe the impact of changing values in prompts for SAP BW and SAP HANA data providers.



Add a crosstab to a new sheet

Change query prompt values



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1. Click on Sheet 2, at thebottom of the analysiswindow, to navigate to anew sheet.

2. Click on Insert a newanalysis in the middle ofthe sheet.

3. SAP BW queries oftenhave prompts (also calledvariables). These are usedto narrow the datadisplayed to just what isrequired.

4. At the start of theseexercises we ignored theprompt dialog. To changethe prompt values click onthe Prompts icon in theData panel.

5. We are going to specifyvalues for CalendarMonth/Year andDistribution channel.

6. Click on CalendarMonth/Year in thePrompts dialog.

7. Enter the Start and Endvalues as 01.2006 and12.2006 respectively. Youcan enter these manually

or click on the icon touse the Member Selector.

8. Click on Distributionchannel in the Promptsdialog.

9. Set the range to just

include 12:Internet Sales.You can enter 12 manually

or click on the icon anduse the Member Selectorto choose 12:InternetSales.



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10. The Prompts dialog shouldnow look like this.

11. Click OK to close thePrompts dialog.

12. Right-click on Sold-toparty in the Rows sectionof the Layout panel.

13. Choose Swap with > Cal.year / month > Cal. year /month

14. Notice that only data for01.2006 thru 12.2006 isshown, as set in theprompt.



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15. Drag Distributionchannel from the Datapanel to the Backgroundsection of the Layoutpanel.

16. The Filter task panel willautomatically open. Noticethat the only memberavailable is InternetSales, as set in theprompt.

17. Click OK.

18. Save your workspace by clicking on the icon. 19. Feel free to open the Prompts dialog and change other values.




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EXERCISE 8

SORTING


Objective

In this exercise we demonstrate Analysis OLAP’s sort capabilities such as sorting members, sortiing measures and theability to sort the member key while displaying the member text.



Sort members

Impact when hierarchies are stacked

Sort values

Use the key to sort chronologically



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1. With Analysis, edition forOLAP, you can sort data inascending or descendingorder plus you can alsosort members in alphabeticorder. Additionally there isthe option to sort inchronological order.

2. Click on Sheet 1 to returnto our previous analysis.

3. Click on the icon in thetitle bar of the left handcrosstab. This willmaximize it to fill the sheet.

KNOWN ISSUE: For some the% Returns column will bemissing. This is a known issuewhich does not exist in BI 4.0or BI 4.1 SP01. Please doExercise 2 steps 10-13,Exercise 3 steps 2-3 andoptionally Exercise 4. Wesincerely apologize for thisbrief inconvenience.

4. In the crosstab right-clickon Sales organization and choose Sort > A to Z.

5. Now right-click on Sold-toparty in the crosstab andchoose Sort > Z to A.

6. You might not havenoticed a change but lookclosely. Because Salesorganization and Sold-toparty are stacked side-by-

side, the Sold-to party members have beensorted for each Salesorganization member.Notice the Z to A sortorder of the Sold-to party members for Paris, SanFrancisco, etc.



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7. We will now sort somedata.

8. Right-click on % Returns in the crosstab and chooseSort > Descending.

9. Now we can see thatSuperplus is responsiblefor the largest amount ofpercentage returns.

10. Click on the icon in thetitle bar of the crosstab to

restore it back to itsoriginal size and location.

11. Now click on Sheet 2.12. Right-click on Cal. year /

month in the Rows sectionof the Layout panel andchoose Attributes >Calendar month.

13. The Calendar month keyis currently displayed.

14. Right-click on Calendarmonth and chooseDisplay as > Text.

15. Right-click again onCalendar month andchoose Sort > A to Z.

16. Cal. year / month is nolonger in chronologicalorder.



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17. Right-click once again onCalendar month but thistime choose Sort > Key.

18. Notice that we still keepthe sort order A to Z.

19. Now Cal. year / month isin chronological orderagain.

20. This type of sort is verypowerful. When a memberhas both key and textvalues defined, Analysisedition for OLAP candisplay one value whilesorting on the other value.

21. Save your workspace by clicking on the icon. 22. Feel free to try different sort options.




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EXERCISE 9

CONTROLLING THE AUTOMATIC UPDATE OF DATA


Objective

In this exercise we show how to turn off the “auto update” of an analysis. This lets you quickly perform a series ofsteps, if you know what output you expect, without querying the server after every step.



Turn off “auto-update”

Make dramatic changes to an analysis

Turn on “auto-update”



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1. Analysis edition for OLAPalways refreshes the datain the crosstab or chartwith every action (i.e. itautomatically updates).However if you know inadvance the steps you aregoing to complete you canturn off the automaticupdate until you arefinished. This avoids theneed to query the OLAPserver for every

intermediate action.2. By default Auto Update is

enabled. Click on the AutoUpdate button to turn it off.

3. The whole sheet will nowturn grey to indicate that itwill not update. Howeveryou can still interact withthe toolbars, task paneland Layout panel.

4. Drag Sales organization from the Data panel andplace it on top of Cal. year / month in the Rowssection of the Layout panelso that it gets replaced.

5. Right-click on Salesorganization in the Layoutpanel and choose Sort > Zto A.

6. Double-click on Salesorganization in the Layoutpanel. (This is a shortcutway to open the Filter taskpanel).

7. Uncheck London, Paris and 6512. Click OK.



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8. Click on the Insert toolbartab.

9. Choose Other Charts >Radar .

10. Now click on the AutoUpdate button again.

11. All of the above actionsare executed and thecollective result isdisplayed.

12. Save your workspace by clicking on the icon. 13. Feel free to experiment with the Auto Update feature. When Auto Update is turned off do you know what the

icon beside the Auto Update button does?




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1. Analysis, edition for OLAP, allows you to create workspaces with many different analyses connected todifferent data sources from a variety of different providers. Each sheet in the workspace can contain up to 4crosstabs or charts and you can have as many sheets as you want.

2. There are several techniques to help with organizing large workspaces such as using the crosstab and chartProperties to give them meaningful names and grouping related analyses onto the same sheets. You canalso rename sheets.

3. Right-click on the tab forSheet 2 and chooseRename.

4. Enter Radar Charts 5. Right-click on the tab for

Sheet 1 and choose

Rename.6. Enter % Returns

NEW IN BI 4.1: You can nowdrag and drop the sheet tabsto change their order.

7. Another useful feature isthe Outline panel. Click on

the icon at the

extreme left side.8. If they are not alreadyexpanded, expand boththe % Returns and RadarCharts sheets.

9. The Outline panel shows all the components, which sheet they are on, which connection is used and whichcomponent is current selected. This is particularly useful for large workspaces which have multiplecomponents on multiple sheets.

10. Click on Analysis 1 in the % Returns sheet. The analysis window will change to the % Returns sheet andselect the Analysis 1 component.

11. Save your workspace by clicking on the icon. 12. Feel free to explore the Properties panel for each crosstab and chart.

13. When you are ready to proceed to the next exercise, click on the icon and load in your previously savedworkspace



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EXERCISE 11

EXPORTING TO EXCEL AND PDF


Objective

In this exercise we show how to share analysis results by exporting them to Excel or PDF. We show how the export toExcel honors the conditional formatting defined in Analysis OLAP. The export to PDF (printing) offers a lot of flexibilityincluding control of content in headers, footers, custom text, etc.



Hide the Layout panel

Hide the task panel

Export to Excel

Export to PDF, both Sheet (WYSIWYG) and Data formats.



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1. Once an analysis iscomplete, the Task paneland Layout panel areusually no longer required.

2. Click on the icon inthe “quick access” toolbarto hide the Layout panel.

3. Click on the icon tocollapse the Task panel.

4. Notice that Analysis editionfor OLAP automaticallyresizes the analysiswindow to take advantageof the extra screen space.

5. Now click on theicon in the “quick access”toolbar. The default exportis to Excel.

6. First you are able to selectwhich of your worksheetswill get exported.

7. Select Analysis 1 and

Sub-Analysis 1 from the% Returns sheet.

8. Click OK.9. Click on the downloaded

Excel file in the browserstatus bar.



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10. Open the exportedspreadsheet.

11. The exported crosstab andchart get their ownworksheets in Excel andthey are renamed to thesame name as thecrosstab and chart.

12. Click on the Analysis 2 – Sub-Analysis 1 sheet tosee the exported chart.

13. Click back to the Analysis1 sheet.

14. Notice that the conditionalformatting has also beenexported as a genuineExcel rule.

15. Click on one of theformatted cells.

16. In Excel click onConditional Formatting >Manage Rules… andobserve the rules youcreated earlier in Analysis,edition for OLAP.

KNOWN ISSUE: The Excelexport will just show greenconditional formatting. Thisissue does not exist in BI 4.0or BI 4.1 SP01.

17. Close Excel and navigateback to Analysis, editionfor OLAP.

18. Click on the Radar Charts sheet.

19. Click on the icon inthe “quick access” toolbarto export to PDF.

20. You can choose to exportthe Sheet or export theData and you can setheaders and footers. TheSheet option performs likea WYSIWYG layout andwill print everything on thesheet on one page. TheData option will print alldata for a selectedcomponent across multiplepages.

21. Export the different partsof your worksheets to seethe behavior.



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22. Save your workspace by clicking on the icon. 23. Feel free to explore the various export options.



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EXERCISE 12

OPTIONAL: MORE FEATURES & FREESTYLE

Estimated time: - minutes

Objective

This optional exercise is for those who would like to continue exploring Analysis, edition for OLAP, where we continueto show other features such as defining a custom drill path, display attributes, measure formatting, changingaggregation etc.



Display attributes

Conditional formatting colour palette

Top 10

Measure formatting



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1. Please continue to explore Analysis, edition for OLAP.2. Turn on the Data task panel and Layout panel again.3. There are some additional features that we have not shown in this introduction including Display Attributes

and creating a custom drill path using the Hierarchy option in the Display toolbar.4. In the crosstab you can also control how much space is used for data and how much for meta-data.

5. Select the Radar Charts sheet.

6. Replace Salesorganization in the rowswith Sold-to party.

7. Expand Sold-to party inthe Data panel to see all

the display attributes.8. Click on each of the

display attributes and dragthem to the Rows sectionof the Layout panel.

9. Notice that the left side ofthe crosstab with meta-data has increased. Alsonotice that both the leftand right side of thecrosstab have horizontalscrollbars.

10. There is a dividing bar

between the meta-data onthe left and the data on theright. Drag this bar left andright to see the effect.

11. Optional: Other areas to explore are… a. Edit the color palette in the Conditional Formatting task panelb. Add conditional filters such as Top 10 (right-click on a hierarchy then choose Filter > By measure…)c. Change the aggregation of totals (right click on a measure then choose Totals & Sub-Totals >

Calculate totals as > …)d. Change the format of measures (click on the Display toolbar tab and choose Measure Format)



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EXERCISE 13

CREATE AN ANALYSIS APPLICATION


NOTE: If you have completed the previous exercises you can skip to step 47 on page 51.

Objective

In this exercise we will first create a workspace comprising of 2 crosstabs and 2 charts spread over 2 sheets. We thenshow how simple it is to dynamically build an HTML5 (mobile) application from the workspace which continues to offercore functionality such as drilling into a hierarchy, sorting and filtering.



Create a workspace

Create a desktop application

Create a mobile application



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1. We are going to quicklycreate a workspace whichwe will then use to createan Analysis Application.

2. Open the BI Launchpad viathe SAP BusinessObjectsJava BI Launch Pad icon onthe desktop. Alternativelyopen Internet Explorer andenter the URLhttp://localhost:8080/BOE/BI.

3. Logon with your Enterprise

credentials (i.e.Administrator andAbcd1234)

4. Select the menuApplications

5. Select Analysis, editionfor OLAP.

6. Select the connectionOrder and Sales Values

7. Click OK 8. A Prompts dialog will

appear. Leave everythingas-is and click OK

NEW in BI 4.1: The promptdialog was redesigned for BI 4.1and includes support for BWvariants, creating new personalor public variants plus mergingprompt values across multiplequeries. You can also optionallychoose whether or not to saveprompt values with theworkspace.








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9. You are presented with thequery view definition asdefined in the BEx QueryDesigner

10. We are going to replace theSold-to party hierarchy withSales Organisation.

11. Right-click on Sold-to party in the crosstab or Layoutpanel and choose Swap

with > Sales organisation> Sales Organisation.

NOTE: You are choosing SalesOrganisation not Salesorganisation (see screenshot).

12. We want to hide the top

level parent member.13. Right-click on SalesOrganisation and selectShow levels > Level 01.

14. As Level 01 is alreadychecked, selecting it willuncheck it, thus hidingLevel 01.



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15. Click on the Insert toolbar

tab and click on thecolumn chart icon.

16. Also click on the piechart icon.

17. The Sales Organisationhierarchy currently showsboth the key and text foreach member. We willchange this to just show thetext.

18. Right-click on SalesOrganisation in theAnalysis 1 crosstab andchoose Display as > Text.



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19. Click anywhere on theAnalysis 1 crosstab toselect it.

20. Click on the icon on

the extreme left of thescreen. This will display theProperties task panel.

21. Set the Column Width to125

22. Click Apply.

23. Stay with the Properties task panel. Change the

Analysis Name to “SalesOrganisation Performance”. 24. For the Description enter

“There are more returns inEurope than the Americas”.

25. Click Apply.

26. Click anywhere on theColumn chart to select it.Notice that the Properties task panel automaticallychanges.

27. Change the Palette toBasic.

28. Click Apply.



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29. Click anywhere on the Piechart component to select it.Notice that the Properties task panel automaticallychanges.

30. Change the Style toShadow.

31. Click Apply.

32. Click on the icon todisplay the Data panel.

33. Drag Division to theBackground section of theLayout panel.

34. The Filter task panel willautomatically appear. Keepthe default selection as-is.

35. Click OK.

36. Right-click on the Sheet 1 tab, at the bottom of theanalysis window. ChooseRename.

37. Rename Sheet 1 to“Performance”.

38. Right-click on the Sheet 2 tab, at the bottom of theanalysis window. ChooseRename.

39. Rename Sheet 2 to “Ordersover Time”.



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40. Click on the “Orders overTime” tab.

41. We will insert a newcrosstab and choosedifferent hierarchies.

42. Click on the Insert a newanalysis link in the middleof the window.

43. We are going to look at thevalue of incoming ordersover time.

44. In the Layout panel dragKey Figures from theColumns section to theBackground section (seescreenshot to the right).

45. The Filter task panel willautomatically appearbecause the Background isa filter. Choose Incomingorders value and click OK.

46. Drag Cal. Year / month from the Data panel into theColumns section of theLayout panel.



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47. We will now dynamicallycreate an analysisapplication.

48. Click on the Create Analysis Application icon in

the “quick access” toolbar. 49. You can choose which

crosstabs and charts youwant to include in yourapplication. We will keepeverything selected.

50. Click OK.

51. In the Save dialog enter afile name for yourapplication and click Save.

52. After a few seconds theapplication will appear in anew browser window.Notice how similar this is toyour Analysis OLAPworkspace.

53. Observe:

Same tab names

Same chart styles

Same componentnames

Comment under thecrosstab



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54. In the crosstab change thesort order of the columns.

55. Drill into the PM_AMERICA hierarchy, thenPM_CANADA and PM_US.Notice how the chartsautomatically change.

56. Click on the Filter button.57. In the Filter dialog click on

the “-” for the Division hierarchy.



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58. Select the “High Tech II”division.

59. Click Apply.60. Notice the crosstab and

charts all change.61. Click Close to close the

Filter dialog.

62. Click on the Orders overTime tab to view thecrosstab.

63. You can also sort and filterthis crosstab.



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64. Close the Analysis Application window andreturn to Analysis OLAP.

65. We will now dynamicallycreate an analysisapplication specifically formobile devices.

66. Click on the Create Analysis Application icon inthe “quick access” toolbar.

67. Choose iPad from the pull-down menu. Keepeverything selected.

68. Click OK.

69. In the Save dialog enter afile name for yourapplication and click Save.

70. For mobile applications youcan optionally assign theapplication to the Mobile category. This will make itavailable in the SAPBusinessObjects Mobileapplication.



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71. Notice how the UI is nowquite different. The buttonsare bigger because they aredesigned for “fingertapping”.

72. All functionality is stillavailable. You can drill intothe hierarchies, sort andfilter members.

73. However we now renderone component per pagebecause of the smallerscreen real estate of mobiledevices. Click on the dots atthe bottom of the window orclick and drag the mouse onthe title to move to the nextscreen.

74. The charts continue tochange automaticallydepending on the appliedfilters and drill.

75. The analysis applications that you have created can also be opened directly in SAP BusinessObjects DesignStudio where they can be modified and augmented.

76. This is a very powerful feature for Analysis, edition for OLAP. It provides business analysts with the ability toshare their results, using a simple yet interactive user interface, instantly to everyone in their organizationwhether they use a desktop or mobile device.



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EA267 Exercise AOLAP

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