Post on 13-Dec-2015
transcript
Slide 1
FastFactsFeature Presentation
August 13, 2015
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© 2014 The Johns Hopkins University. All rights reserved.
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Today’s TopicWe’ll be taking a look at…
Analysis - Basic NavigationAnd
How to Customize a Report
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Today’s Presenter
Cathy BasiagoSenior Software Engineer, EBSContact: chughe25@jhmi.edu
410-735-7106
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Session Segments
Presentation
In this session, Cathy will demonstrate basic navigation of Analysis. This will include how to access Analysis, locating and launching reports, exploring the new layout, discussing new functionality and how to customize reports.
During Cathy’s presentation, your phone will be muted.
Q&A
After the presentation, we’ll hold a Q&A session.
We’ll open up the phone lines, and you’ll be able to ask questions.
Cathy will answer as many of your questions as time allows.
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Contact Us
If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: fastfacts@jhu.edu
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Survey
SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
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How To View Full Screen
Click Here
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Analysis - Basic Navigation
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Agenda
After today’s presentation you will be able to:• Identify how to access Analysis• Demonstrate how to locate Analysis reports• Demonstrate how to launch a report• Demonstrate functionality of the prompt screen (same as
variable screen in current BW)• Distinguish the three areas of the Analysis workspace• Locate and identify functionality and features of the tool bar • Demonstrate how to customize a report• Identify how to save a customized report• Demonstrate how to retrieve a saved report• Identify how to export or print a report• Demonstrate how to send a report
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How to Access Analysis
Access Analysis through the Enterprise Reporting tab in SAP
There is a new version of the SAP BW News located here
BW News offers information about daily BW data loads
Notifications of BW events and changes are also found here
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How to Access Analysis
Click Open Analysis from BW News page on the Enterprise
Reporting tab
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Live Demo
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Analysis
The link will launch the Business Objects Launchpad
Analysis workspaces are stored in folders similar to the BW
Report Center today
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Find an Analysis Workspace
Navigate through the folders to find the BW Reports
There is also a search function available
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Open an Analysis Workspace
Double-click on a workspace to open it
A new tab will open and a prompt screen will appear
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Prompt Screen
The Prompt (variable) screen is used to narrow down the
data that the report retrieves
The Prompt screen looks and behaves similar to the BW
Report Center Variable screen
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Prompt Screen
Mandatory (required) prompts will be designated by a red
asterisk (*)
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Prompt Screen
Fill in the mandatory prompts by typing a value
Or select the value from the member selector list
Fill in optional variables to report on additional criteria
Use the drop down arrow to open the optional variables
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Prompt Screen
If you want to save the prompt values with the workspace,
check the checkbox for Save Prompt Values on the prompt
screen first.
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Prompt Screen
Click OK to execute the report
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Report Layout
Across the top of the report layout will be tabs
Home tab
Documents tab
Tabs for open workspaces
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Home Tab
The Home tab contains:
Recently viewed documents
Inbox
Recently run documents (not used)
Alerts (not used)
Applications (not used)
Refer to screen shot on the next slide
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Home Tab
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Documents Tab
The Documents tab is where workspaces can be found
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Documents Tab
My Documents contains a user’s favorites and inbox
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Documents Tab
Folders lists the folders containing workspaces
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Documents Tab
Search allows a user to search for workspaces
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Reporting Tabs
Open workspaces will each have their own tab
Users can have multiple tabs (reports) open at once
For best performance, close tabs when not actively using
them
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Report Layout Overview
A workspace has three main sections
Data panel
Layout panel
Results area
Each section can be closed to provide more screen real
estate
Sections can be re-opened at any time
Let’s review each area on the next few slides.
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Report Layout – Data Panel
The left-hand section is the Data panel
It contains the free characteristics that can be added to the
report
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Report Layout – Data Panel
The Data panel can be closed by
clicking the double arrows
It can be opened by clicking the
Data button
Clicking the Prompt button will
reopen the Prompt (variable)
screen
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Report Layout – Layout Panel
The middle section is the Layout Panel
It show the rows, columns and background filters displayed
on the report
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Report Layout – Layout Panel
Close the Layout panel with the X
in the upper right corner
It can be opened by clicking the
Layout button from the toolbar
The panel can be resized by
dragging the right hand side
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Report Layout – Results
The right section is the Results panel
It displays the resulting data from executing the report
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Scrolling
Use the scrollbars at the bottom to view all the
characteristics and key figures
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Scrolling
The scrollbar on the right is used to view all the data in the report
Note: data is not broken into pages like BW Report Center
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Toolbars
There are several toolbars within the Analysis tool
The upper left toolbar has icons for:
New Analysis (not used)
Open Analysis (not used)
Save
Send
Export
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Toolbars
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The toolbar on the right has three tabs.
Analyze
Insert
Display
Click each tab to view the sub-menus below them
Toolbars
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ToolbarsThe Analyze toolbar has buttons for:
Filter
Sort
Custom Calculations
Conditional Formatting (same as exceptions in BW Report
Center)
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The Insert toolbar has buttons for:
Insert New or Sub Analysis
Insert a vertical bar chart
Insert a line chart
Insert a pie chart
Insert a horizontal bar chart
Insert other types of charts
Switch chart to a different type of chart
Toolbars
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The Display toolbar has buttons for:
Swap Rows and Columns
Create custom hierarchy
Format measures (key figures)
Move location of totals
Show/Hide Nulls and Zeros
Focused Analysis
Update Sub-Analysis
Toolbars
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On the far right of the toolbar section are two buttons:
Help (SAP Standard Documentation)
Auto Update – used to pause and un-pause data refresh
Toolbars
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Customizing Workspaces
Analysis workspaces can be customized to show specific data
Customizing a workspace includes tasks such as:
Adding additional characteristics
Removing characteristics
Reordering columns
Resizing columns
Changing display of characteristics
Filtering data
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Add Characteristics
Additional characteristics can be added to the report to show
more detail
To add a characteristic, simply drag it from the data panel to
the layout panel
You can add it in any position on the report
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Remove Characteristics
To remove characteristics, drag them from the layout panel
back to the Data panel
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Reordering Characteristics
To reorder the characteristics, move them around within the
Rows pane by dragging and dropping them.
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Resize Columns
Drag the column border to resize any of the columns
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Display Properties
To change the display of a characteristic, right-click the
header and choose Display as Desired format
You can choose Key or Text only, or a combination of the two
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Filtering
Add a filter to view a subset of the report data
Right-click Funds Center, and Filter by Member
Select only the values you wish
to display
Click OK
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Saving Favorites
Customized workspaces can be saved to a user’s favorites
To save a copy of the workspace, click the arrow next to the
Save button on the toolbar
Choose Save As…
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Saving Favorites
Workspaces are saved under a user’s favorites folder
Give the workspace a meaningful name
Click the Save button
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Retrieving Favorites
Workspaces can be retrieved from a users favorites area
Go to the Documents tab My Documents My Favorites
Double-click a workspace to open it
Workspaces can be further organized into sub-folders
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Export to ExcelTo export the data to Excel, click the down arrow next to
the export button
Choose XLSX (Excel 2007 or later)
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Export to ExcelCheck Repeat outer header members
Check Export Key and Text values as separate columns
Click OK
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Export to ExcelYou will be presented with options to open or save the file
In this example, choose Open
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Export to ExcelThe workspace data will be exported to Excel
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Print ReportPrinting in Analysis will generate a PDF
PDF can be saved or printed (hard copy)
Click the printer icon on the toolbar
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Print ReportUnder Print What choose the Data option
Click OK
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BI Inbox (Email Favorite)Send workspace to other users via their BI Inbox
In a saved workspace, click the down arrow next to the
email envelope
Choose SAP Business Objects Inbox
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Send to BI InboxEnter a JHED or partial JHED for the user
Click the binoculars icon
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Send to BI InboxHighlight the user and use the arrow to move to Selected
Recipients
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Send to BI Inbox To add more users, click User List in the left
Perform the next search
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Send to BI InboxRepeat the process until all recipients are added
Click Send
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InboxEmailed reports will show in the recipient’s inbox (under My
Documents)
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Log Off
When you are finished with Analysis be sure to log off.
Click the Log off link in the top right-hand corner.
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End Live Demo
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ResourcesThis page contains links to the various resources mentioned throughout this presentation. You can click on the links or copy and paste the links into your web browser.
JHU Finance Website:http://finance.jhu.edu/reports_guides/analysis/overview.html
JHU Finance:fqchelp@jhu.edu or 410-516-3277SAP at Hopkins:
http://www.sapathopkins.org/
SAP Portal:http://sap.johnshopkins.edu/
Training Questions:learning@jhu.edu
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We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us during the presentation.
If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.
Q&A
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Thank You!
Thank you for participating!We would love to hear from you.
Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: fastfacts@jhu.edu
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Survey
Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!