News in Analysis Office 2 - Process Partner · PDF fileNews in Analysis Office 2.4 ... SAP...
Transcript of News in Analysis Office 2 - Process Partner · PDF fileNews in Analysis Office 2.4 ... SAP...
News in Analysis Office 2.4
Jeanne Bigonnet, Alexander Peter – Product Management Analysis & Planning
November, 2016 Customer
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 4Customer
Analysis Plug-In
Multidimensional Analysis of SAP BW and SAP HANA
Modern and familiar
Microsoft Office user
experience
Build powerful Excel
workbook BI applicationsSupport BW-Integrated
Planning and BPC
Embedded Model
Create live PowerPoint
presentations
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 5Customer
EPM Plug-In
Multidimensional Analysis and Reporting for Finance Business Users
Mixing powerful and
dynamic cell-based
formulas and navigation
in a single mode
Cross data sources
reporting directly
performed on client side
Direct typing capability
Target User Groups:
Finance Business Users Reports Copying/
Pasting between MS
Excel, Word and
Powerpoint
Dynamic formatting based on
Excel worksheet templates
Offline mode and
collection capability
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 6Customer
Client Convergence in MS Office
Unified MS Office Client
Coexistence of Analysis and EPM sheets
Superset of Analysis and EPM Add-In features (with
some limitations)
Common Installer, single license
Protected investments: Re-use existing content
Separate ribbon tabs
Gradual convergence: e.g. common refresh
Terminology
Analysis Office (Add-In) Product including the
former products Analysis Office and EPM Add-In
Analysis Plug-In Analysis as part of Analysis Office
EPM Plug-In EPM as part of Analysis Office
Analysis
Office
EPM
Add-In
Analysis Office
(Add-In)
Analysis
Plug-InEPM
Plug-In
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 7Customer
Which Plug-In should I use within Analysis Office 2.1+?
SAP Note 2312162
SAP BW
SAP HANA
BPC 10.1 Embedded model /
Optimized for S4/HANA Finance
(>= BW 7.40)
Analysis Analysis (**)
BPC 10.x Standard model (MS/NW)
EPM 10.0 solutions (e.g., FC, PCM,
Strategy Management)
MDX connectivity (*)
EPM
Source Model
Plug-In
(*) You can connect to SAP
HANA via MDX
(**) In exceptional cases, you can use
EPM plug-in. See SAP note 2327742
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 8Customer
Analysis Plug-in on BPC Embedded
Analysis Plug-in is recommended client for BPC Embedded
Full BW meta data support, performance-optimized
Full pivot table handling
Full planning support: new lines, planning functions/sequences
Support of work status and business process flow
Will be enhanced to cover EPM report scenarios (see roadmap for details)
Major differences compared to EPM Plug-In
Formatting
EPM uses formatting sheet, Analysis uses Excel styles for specific artefacts (hierarchy levels, input-ready cells etc.)
Analysis uses conditional formatting for color-coding of threshold values
Direct Input/Member recognition
Other approach for report design (e.g. design panel, context menu, filter dialog)
Offline Planning
Offline planning in Analysis plug-in is only possible via a workaround (see How-To paper)
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 9Customer
News in Release 2.4
Analysis & EPM support for BPC
BPF in Excel-only use (i.e., no start from web client required) (BW7.40SP15 / BPC 10.1 SP10)
Continuous Improvements Analysis Plug-In
Table Design: improved editor (edit formulas)
Application Building: ribbon configuration (hide/add items)
Reporting
Workbook protection
Shared Axis group crosstabs / synchronize dimensions
Filter: explicit selection for hierarchies, copy&paste with exclude
Planning
New lines: extended value help (with filter taken from cell), autocomplete
New lines: highlighting cells with errors
Enhancements on BW
Grouping members / local hierarchy (BW 7.50 SP6)
HANA
SAML support for authentication, incl. „automatic“-mode browser based
BIP
• Variants for workbooks, can also be used for scheduling (BI 4.2 SP4)
• Comments
Continuous Improvements EPM Plug-In
EVDRE supportPlanned for Nov 2016
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 11Customer
Support of EVDRE Reports
EVDRE function was the main paradigm to create BPC 7.5 reports (and
before)
Filling the gap with EPM V10
Analysis Office 2.4 supports these reports as it was done in EPM V10*
A new ribbon is displayed when Evdre Reports are recognized
Existing EvDRE report is recognized but no more EvDRE helper
wizard exists for further creation
EVDRE report can be migrated in EPM reports with same limitations as
EPM V10
Prerequisite
See note 2367364
Note that SAP recommendation is to use EPM Plug-In capabilities
instead for any new report creation.
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 13Customer
BPF – Direct Access from Analysis Office
Scenario
BPF process can be launched by the end user directly in Analysis
Office backstage using:
- EPM connections for EPM scenarios
- HTTP connection for Analysis scenarios
Feature
From BPC menu in Office Backstage, Open My Activities.
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 14Customer
Direct Access using EPM connection
Scenario
For EPM scenarios, BPF process can be launched by the end user
directly in Analysis Office backstage using EPM connections.
Feature
From BPC menu in Office Backstage, Open activity using EPM
connections.
The logon windows is displayed to set credentials to EPM
connections.
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 15Customer
Direct Access using an HTTP connection
Scenario
For Analysis scenarios, BPF process can be launched by the end user
directly in Analysis Office backstage using HTTP connections.
End user can choose, create, edit the connection to a system.
End user can enter his credentials and modify his BPC password.
Feature
From BPC menu in Office Backstage, Connect and Open Activity
The logon windows is displayed to select a system connection or
create a new connection.
Prerequisites
SAP GUI 7.40 and enable SAP UI Landscape format (see notes
2075150, 2220930 and 2112449)
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 17Customer
Customize User Interface - Meet your Needs
Customize your Interface to meet your needs
You can adapt the menus from your ribbon hiding /showing up existing
menus /group of menus with fine granularity.
You can create your own menus / groups of menus based on macros from
the workbook or from .XLAM .
Several types of buttons can be created and showed in the ribbon as
toggle button, split, drop down list.
Limitations
Not available in PowerPoint Edition
Not available in EPM Plug in
Only ribbon customization is possible
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 18Customer
Customize User Interface – Profile’s Management
Adapt the Ribbon to User’s Business Profiles*
You can easily uncheck/ check ribbon menus
and save several user’s profiles.
Created profiles can be modified / shared to better fit
business users' needs.
Define your Company Profiles**
Administrator can define Company profiles and save them
in a specific location.
These profiles cannot be modified by end users.
*User’s profiles are stored in \Users\UserXXX\AppData\Roaming\SAP\Cof\User Interface
.** Company Profile are stored in C:\ProgramData\SAP\COF\User Interface
.
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 20Customer
Synchronizing Crosstabs on Dimensions
Linking dimensions across crosstabs
Synch hierarchies and filters across several crosstabs on specific dimensions
You can define a master crosstab – every navigation/filter on this will be applied
to the slave crosstabs
Limitations
Link Dimensions between crosstabs
Icon to show linked dimensions
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 21Customer
Shared Axis on Crosstabs
Sharing axis
You can share an axis from one master crosstab to several depending crosstabs
Crosstabs will be rendered next to each other, having only one dimension block
Automatically, all dimensions will be set to master link dimensions
Features
Group crosstabs/Ungroup by removing tick (Ungrouping still keeps linked
dimensions)
Left outer join : all member combinations of master are shown (cells in
depending crosstabs might be empty)
Excel containers will be created for each crosstab and the complete result
Navigation (or move) is only possible in master, dependants follow navigation
Icon to show shared crosstabs (master vs dependants)
Highlight crosstab
Only dimensions that are common in all data sources
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 23Customer
New Lines – Autocomplete
Extended Value Help and Autocomplete
Entering new lines has been simplified by an extended value help and
autocomplete functionality
Enter a prefix for a member in an empty cell and use F4/value help or CTRL-
Space (autocomplete)
Features
Enter a prefix and press access value help (via F4 or “?” Icon) to get a pre-
filtered value help – you can also clear or change the filter if needed
Autocomplete: Enter a prefix and press CTRL+Space In-Sheet selector
opens with all matching values (full keyboard support to select the right one)
Note: in-sheet selector is empty, if no value can be found
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New Lines – Indicating Erroneous Cells
Planning in new lines
Scenario: you copy&paste a range of new lines and you would like to know if
there are some erroneous values
Feature
New (additive) style SAPError has been added to styles
Will be applied to all cells with wrong master data values
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 26Customer
Table Design Rule Editor - Improvements
Enhancements / Improvements of Design Rule Editor
Edit button removed, editing is possible via properties (e.g. row height for new
lines)
New copy button
Button to synchronize rules based on selected cells in crosstab
Editing formulas
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 28Customer
Grouping / Custom Hierarchies
Grouping / Custom Hierarchies
Create member groups to locally group e.g. customers to A,B and C categories
Feature
Select the members, group them and assign group header creates custom
hierarchy (several levels are possible)
All hierarchy features are available, hierarchy is called “custom hierarchy”
Ungroup members removes the note
Ungroup All deletes the custom hierarchy
Note: only visible members are part of the hierarchies, other members will be
part of “not assigned” node
Lifecycle: lives only in the current backend session, when opening the workbook
the hierarchy will be created again
Prerequisites
BW 7.50 SP6
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 31Customer
Variants on BI Platform
Workbook Variants
Store workbook variants on BI platform (feature was already available on
NetWeaver)
Configuration
Configuration via Analysis Office Runtime
Default: user variants
Note: there are no authorization checks for global variants (i.e. every user can
change/delete variants)
Features
Store workbook on BI server and store/retrieve variants
Variant maintenance (e.g. changing type if configured)
Prerequisites
BI 4.2 SP4
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Using Variants for Scheduling
Scheduling
Use BI platform variants as input for workbook scheduling
Features
Note: Variants need to be activated in the settings
Choose a variant that pre-fills all variables
You can possibly change/add/delete variables
Prerequisites
BI 4.2 SP4
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 33Customer
Comments on BI Platform
Comment storage
Store the comments from the workbook in BI storage
Comment is stored per workbook
Users can place comments without modifying the workbook
Configuration
Specify database to store comments in CMC (via BI Commentary Application)
Recommendation: use separate database other than audit database
You can save and load comments from the BI platform
Prerequisites
BI 4.2 SP3
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 35Customer
Authentication to HANA
Authentication
Logon to HANA system redirects to Identity provider (e.g. SAP Cloud Identity)
Identity provider can be configured in HANA system
Any authentication method defined in HANA (e.g. SAML, Kerberos, Certificate)
is automatically used
Via browser control
Ticket is passed on to HANA system
Feature
Use authentication type “Automatic”
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 37Customer
Workbook Protection
Workbook Protection
Operations on crosstab are allowed while preventing changing cell content
(Properties are inherited from standard Excel worksheet protection)
Operations that are allowed in a protected workbook:
• Refresh
• Adding/removing dimensions
• Hierarchy navigation
• Filtering
• Filter component
• Planning
Scope
Protects complete workbook including Analysis and EPM content
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 38Customer
Filters – Explicit Selection
Explicit Selection on hierarchies
Scenario 1: authorization check for specific nodes (i.e. filtering ALL nodes would
not lead to authorization check failure)
Scenario 2: filter on all current nodes, and do not include other nodes that might
be added in future
Feature
Activate via setting “DoSelectorHierarchyExplicitSelection” for all hierarchies
(reason: the user experience for hierarchy filters changes)
When selecting all children nodes of a node, the parent node is not
automatically checked, but all children nodes are passed on as filters
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 39Customer
Filters – Exclude and Ranges in Copy&Paste
Copy&Paste via clipboard and files
Support of exclude (!) or ranges (e.g. >, <=, \\ for an interval)
Via clipboard or via file
Selector automatically switches to range selector
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 41Customer
Key links for more informationFor customers and partners
Key links
Road maps http://go.sap.com/solution/roadmaps.html
SAP Community Network
Product Availability Matrix
Software Download Center
http://www.sdn.sap.com/
http://support.sap.com/pam
http://support.sap.com/swdc
IT Planning Resources https://service.sap.com/~sapidb/011000358700001160122012E
Analysis Office on SCN http://scn.sap.com/community/businessobjects-analysis-ms-office
Analysis Office documentation
Analysis Office Tutorials
http://help.sap.com/boao
http://scn.sap.com/docs/DOC-7679
Where to go to provide product feedback and ideas
SAP Idea Place https://ideas.sap.com
Influence programs http://service.sap.com/influence
SAP User Groups http://www.sapusergroups.com/
© 2016 SAP SE or an SAP affiliate company. All rights reserved.
Thank you
Contact information:
Alexander Peter
Director Product Management, SAP SE