7BIPUWorkshopBExQueryDesigner

8/12/2019 7BIPUWorkshopBExQueryDesigner

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BEx Query DesignerWashington State HRMS BusinessWashington State HRMS Business

Warehouse/Business Intelligence (BW/BI)Warehouse/Business Intelligence (BW/BI)

BW/BI Power User Workshop MaterialsBW/BI Power User Workshop MaterialsGeneral TopicsGeneral Topics BW/BI Power UsersBW/BI Power Users

Section 7


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The following section provides an overview of BEx Query Designer.

BEx Query Designer Overview

Creating a New Ad Hoc Query

BEx Query Designer Toolbar

Accessing BEx Query Designer

Saving an Ad Hoc Query

Opening/Running an Existing Ad Hoc Query

Business Intelligence

Business Explorer (BEx)

BW/BI Security

BW/BI EnvironmentWhat is BEx?

BEx Tools Overview

BEx Query Designer

Deleting an Existing Ad Hoc Query

Closing BEx Query Designer

BEx Query AnalyzerModifying an Existing Ad Hoc Query


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BEx Query Designer is a tool used to create ad hoc queries and is part of the BEx suite of tools. Ad hoc

queries are comprised of Characteristics (usually in the Rows section), Free Characteristics, Key Figures(usually in the Columns section) and Filters.

The following diagram displays the main work area of BEx Query Designer:

Report FiltersReport Filters

InfoProvider IdentifierInfoProvider Identifier

ToolbarToolbar

Key FiguresKey Figures

Default ValuesDefault Values

(restrict(restrict

Characteristics andCharacteristics and

add variables)add variables)

Report LayoutReport Layout

PreviewPreview

InfoObjects: Fields in theInfoObjects: Fields in the

InfoProvider used toInfoProvider used to

create queries.create queries.

Key FiguresKey Figures

(Report Columns)(Report Columns)DimensionsDimensions

CharacteristicsCharacteristics

AttributesAttributes


(Report Rows)(Report Rows)

FreeFree


(Rows)(Rows) ForFor

Drilldown (hiddenDrilldown (hidden

on initial entry)on initial entry)


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Quit and UseQuit and Use

QueryQuery IncludeInclude

TechnicalTechnical

NamesNames

RowsRows

ColumnsColumns

Create aCreate a

ConditionCondition

SaveSaveQueryQuery

NewNew

QueryQuery Display QueryDisplay Query

on the Webon the Web InfoProviderInfoProvider

CopyCopy

QueryQuery

PropertiesProperties


MessagesMessages

OpenOpen

QueryQuery

CutCut

Create anCreate an

ExceptionException

WhereWhere--usedused

ListList

CheckCheck

QueryQuery

ExitExit

QueryQuery

FilterFilter

Save AllSave All

PastePaste DefineDefine

CellsCells

TasksTasks DocumentsDocuments


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Quit and Use QueryQuit and Use Query Execute the query in MS Excel (enabled only when BEx Query Designer is opened from BEx QueryExecute the query in MS Excel (enabled only when BEx Query Designer is opened from BEx Query

Analyzer).Analyzer).

Exit QueryExit Query Logoff and Exit BEx Query Designer.Logoff and Exit BEx Query Designer.

New QueryNew Query Create a new ad hoc query.Create a new ad hoc query.

Open QueryOpen Query Open an existing query.Open an existing query.

Save QuerySave Query Save the ad hoc query.Save the ad hoc query.

Save AllSave All Save the ad hoc query.Save the ad hoc query.

The following table provides an overview of functions available from the BEx Query Designer Toolbar:

xecu e e query on e we .xecu e e query on e we .

Check QueryCheck Query Before a new query is saved, use theBefore a new query is saved, use the Check QueryCheck Querycommand to check the query definition for errors.command to check the query definition for errors.

Query PropertiesQuery Properties Set query properties such as the query description,Set query properties such as the query description,

CutCut Cut object out of query.Cut object out of query.

CopyCopy Copy object in query.Copy object in query.

PastePaste Paste object that have been Cut or Copied in the query.Paste object that have been Cut or Copied in the query.


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InfoProviderInfoProvider Select the InfoProvider pane.Select the InfoProvider pane.

FilterFilter Select the Filter pane.Select the Filter pane.

Rows/ColumnsRows/Columns Select the Rows/Columns pane.Select the Rows/Columns pane.

CellsCells Define formulas and selection conditions explicitly for cells in queries with two or moreDefine formulas and selection conditions explicitly for cells in queries with two or more

structures.structures.

Create a ConditionCreate a Condition Create a condition for the ad hoc query.Create a condition for the ad hoc query.

Create an ExceptionCreate an Exception Create an exception for the ad hoc query.Create an exception for the ad hoc query.

BEx Query Designer Toolbar overview

PropertiesProperties Select the Properties pane.Select the Properties pane.

TasksTasks Select the Tasks pane.Select the Tasks pane.

MessagesMessages Select the Messages pane.Select the Messages pane.

WhereWhere--used Listused List Check to see which objects (for example, workbooks) are using the current query.Check to see which objects (for example, workbooks) are using the current query.

DocumentsDocuments Displays the documents pane.Displays the documents pane.

Technical NamesTechnical Names Show or hide the technical names of the query components.Show or hide the technical names of the query components.


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To access BEx Query Designer:

1.1. Logon to the HRMS BusinessLogon to the HRMS Business

Intelligence via SAP GUI asIntelligence via SAP GUI as

described in the Businessdescribed in the Business

Explorer (BEx) module.Explorer (BEx) module.

2.2. DoubleDouble--click Start theclick Start the

BusinessBusiness

Explorer Analyzer link ORExplorer Analyzer link OR

enter RRMX in the Commandenter RRMX in the Command

FieldField

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Click Start All Programs

Business Explorer Analyzer

NOTE:NOTE: When opening the AnalyzerWhen opening the Analyzer

through the Start menu, you willthrough the Start menu, you will

not get the log on pad until younot get the log on pad until you

create/open a query.create/open a query.

OROR


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Result: MS Excel will open with the Business Explorer menu and BEx Query Analyzer toolbar enabled.

Logged in with Start the Business Explorer Analyzer, system icon shows connected:

Excel BEx Query

Analyzer Toolbar

and BEx Analyzer

Menu

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Logged in through the Start Menu, system icon shows not connected:


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1. Click the BEx

Analyzer menu item.

2. Select Tools.

3. Click Create New

Quer .

9

OROR

1. Click the Toolsicon on the BEx

Query Analyzer

toolbar.

2. Click Create New

Query.

NOTE:NOTE: If opened with theIf opened with the

Start Menu, this is the pointStart Menu, this is the point

that you will be required tothat you will be required to

log on before the Querylog on before the Query

Designer is displayed.Designer is displayed.


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Result: BEx Query Designer will be opened in the Standard View.

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To access the SAP BW 3.x view:(which allows users to view all

sections at one time)

1. Click the View tab.

2. Select Predefined

3. Click Sap BW 3.x View

Result: BEx Query Designer

will be o ened in the SAP

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BW 3.x View.


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The example below provides an overview of toolbar options available from the New Query options of BEx

Query Designer.


On/OffOn/Off

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On/OffOn/Off

The table below provides a description of toolbar options available from the New Query options of BEx

Query Designer.

FindFind Find an InfoProvider from the list of InfoAreas.

Up LevelUp Level Go back to previous level.

RefreshRefresh Refresh list.

Technical Name On/OffTechnical Name On/Off Toggle the InfoArea Technical Names On/Off.

Properties On/OffProperties On/Off Toggle the InfoArea Properties On/Off.


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The example below provides an overview of options available when creating a new ad hoc query from BEx

Query Designer.

Click New Query icon fromClick New Query icon from

the BEx Query Designerthe BEx Query Designer

toolbar to create a New adtoolbar to create a New adhoc queryhoc query

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HistoryHistory: Displays a list of the most recently used: Displays a list of the most recently used

InfoProviders (this tab is selected by default)InfoProviders (this tab is selected by default)

InfoAreasInfoAreas: Displays the list of InfoAreas to select: Displays the list of InfoAreas to select

InfoProviders for new queriesInfoProviders for new queries

Available InfoAreas will beAvailable InfoAreas will be

displayed.displayed.

Click InfoAreas when the New Query: Select InfoProvider screen is displayed. The History tab is selected by default.


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The Business Intelligence contains a list of InfoAreas with InfoProviders. To create a new ad hoc query,

select the appropriate InfoProvider from the InfoAreas section.

InfoAreas include:

AFRS Payroll

Human Resources Organizational

Management

Payroll

Personnel Administration

Click here to toggleClick here to toggle

Technical namesTechnical names

on/offon/off

Double click theDouble click thefolder icon tofolder icon to

expand/collapseexpand/collapse

InfoAreasInfoAreas

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Grievance Data

Technical ContentTechnical Content

InfoProviders areInfoProviders are

used by HRMS BW/BIused by HRMS BW/BI

Production SupportProduction Support

staff onlystaff only

InfoProviders forInfoProviders for

QueriesQueries


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1. Select the InfoAreas tab from the New

Query Select InfoProvider screen.

2. Expand the Human Resources InfoArea.

3. Expand the Personnel Administration

InfoArea.

4. Select the Headcount and Personnel

Actions InfoProvider.

5. Click OK.

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Result: All InfoObjects ofthe Headcount and

Personnel Actions

InfoProvider are displayed in

BEx Query Designer.InfoObjects of theInfoObjects of the

HeadcountHeadcount

InfoProviderInfoProvider


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6. Drag&Drop the Number of

Employees Key Figure from

the Key Figures section to

the Columns section of the

ad hoc query.

7. Drag&Drop the Personnel

Area Characteristic from the

Personnel Area Dimension to

the Rows section of the ad

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hoc query.

Result: An ad hoc query has been created. See Saving an Ad Hoc query for information on Saving.


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BW/BI Power Users have the ability to create an ad hoc query that is visible only to themselves

(Personal) or to other BW/BI Power users in their Agency (Agency-specific).

The technical name used when the query is saved determines if it is Personal or Agency-specific.

Ad hoc queries saved as Personal or Agency-specific can only be modified or deleted by the BW/BI

Power User who created the query.

The following pages show how to save Personal and Agency-specific ad hoc queries.

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Saving a Personal Ad Hoc Query

To save a Personal ad hoc query, BW/BI Power Users are required to prefix the ad hoc query Technical

Name with A (indicates a Personal query), followed by the users agency number with an underscore

(_). Any alpha numeric characters can be entered after the required prefix.

The example below shows a sample Personal query for a user who belongs to Agency 1790:

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A Indicates aA Indicates a

Personal ad hocPersonal ad hoc

query (required)query (required)

BW/BI Power UsersBW/BI Power Users

Agency (required)Agency (required) Name of queryName of query

BW/BI Power Users will not be able to save ad hoc queries if the Technical Name prefix requirements have not been

added or if the user enters an agency number they are not assigned to.

Underscore (_)Underscore (_)

(required)(required)


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Saving an Agency-specific Ad Hoc Query

To save an Agency-specific ad hoc query, BW/BI Power Users are required to prefix the ad hoc query

Technical Name with X (indicates an Agency-specific query), followed by the users agency number

with an underscore (_). Any alpha numeric characters can be entered after the required prefix.

The example below shows a sample Agency-specific query for a user who belongs to Agency 1790:

BW/BI PowerBW/BI Power

Users AgencyUsers Agency

(required)(required) Name of queryName of query

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BW/BI Power Users will not be able to save ad hoc queries if the Technical Name prefix requirements have not been

added or if the user enters an agency number they are not assigned to.

Underscore (_)Underscore (_)


X Indicates anX Indicates an

AgencyAgency--specificspecific

ad hoc queryad hoc query



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1. Click the Save Query icon from the BEx

Query Designer toolbar of the ad hoc queryto save.

Result: The Save Query screen will be displayed.

2. Enter the query Description in the

The example below uses a sample query, My Personal Query, to show how to save a Personal ad hoc

query developed in the Headcount InfoProvider for a BW/BI Power User in Agency 1790.

To save a Personal ad hoc query once a query has been

created:

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Description text box:

My Personal Query

3. Enter the query technical name in the

Technical Name text box (using YOUR

Personnel Area number):

A1790_MYPERSONALQUERY

4. Click Save.

Result: The ad hoc query is saved.(A Personal query can be displayed/run/edited/deleted by the BW/BI Power User who created the ad hoc query only. To save the query as

agency specific, use an X instead of an A)


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The Open Query screen will default to the History tab. The example below provides an overview of tab

options available from the Open Query screen.

HistoryHistory: Displays a list of the most: Displays a list of the most

recently run or edited queriesrecently run or edited queries

FavoritesFavorites: Displays a list of the: Displays a list of the

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to the Favorites folderto the Favorites folder

RolesRoles: Not implemented in BW/BI: Not implemented in BW/BI

InfoAreasInfoAreas: Displays the list of: Displays the list of

InfoAreas to select InfoProviders forInfoAreas to select InfoProviders for

new or existing queriesnew or existing queries


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In addition to the Open Query tab options, the Open Query screen will display toolbar options. The

example below provides an overview of toolbar options available from the Open Query screen.

U LevelU Level

DeleteDelete

RefreshRefresh

TechnicalTechnical

NameName

On/OffOn/Off

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FavoritesFavorites

On/OffOn/Off

FindFind Find an ad hoc query.

DeleteDelete Delete an ad hoc query from a view (Favorites or History).

Add to FavoritesAdd to Favorites Add ad hoc query to the users Favorites folder.

Up LevelUp Level Takes you back to prior level.

Technical Name On/OffTechnical Name On/Off Toggle the InfoArea Technical Names On/Off.

Properties On/OffProperties On/Off Toggle the InfoArea Properties On/Off.


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The example below uses a sample ad hoc query from the Headcount InfoProvider to show how to open

and run an ad hoc query from BEx Query Designer:

1. From BEx Query Designer, click the

Open Query icon .

2. Click on the InfoAreas tab.

3. Expand the Human Resources InfoArea.

4. Expand the Personnel Administration

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n o rea.

5. Expand the Headcount and Personnel

Actions InfoProvider.

6. Find the query you want to open,

select it.

7. Click Open.


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Result: The sample ad hoc query (Demo Open Query) has been opened in BEx Query Designer.

To run the ad hoc query:

Click the Execute Query on the

Web icon through Internet

Explorer.

ORClick the Exit and use the

query icon to generate

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your report through Excel.

Note:Note: If you get this userid and password promptIf you get this userid and password prompt

when using the Execute Query on the Web,when using the Execute Query on the Web,clickclick CancelCancel. The Portal log on screen will. The Portal log on screen will

display. That is where you need to enter yourdisplay. That is where you need to enter your

userid and password.userid and password.


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1. Enter Variable values, if applicable.

2. Click OK.

Variable screen on the Web

Variable screen through Excel

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The Demo Key Figure query displayed on the Web The Demo Key Figure query displayed through Excel


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The example below uses a sample ad hoc query

from the Headcount and Personnel ActionsInfoProvider to show how to open and run an ad

hoc query from BEx Query Designer:

1.1. From BEx Query Designer, click the OpenFrom BEx Query Designer, click the Open

Query icon .Query icon .

2.2. Click on the InfoAreas tab.Click on the InfoAreas tab.

3.3. Expand the Human Resources InfoArea.Expand the Human Resources InfoArea.

4.4. Expand the Personnel AdministrationExpand the Personnel Administration

InfoArea.InfoArea.

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5.5. Expand the Headcount and PersonnelExpand the Headcount and Personnel

Actions InfoProvider.Actions InfoProvider.

6.6. Find the query you want to open, selectFind the query you want to open, select

it.it.

7.7. Click Open.Click Open.


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1. Drag&Drop the Gender Characteristic from

the Personal Data Dimension to the Rows

section of the query under Personnel Area.

Result: The query is ready for modifications.

To modify the ad hoc query:

. .

3. At the Execute Query box, click Yes to save

and run ad hoc query.

User can save theUser can save the

query without runningquery without running

it by clicking the Saveit by clicking the Save

icon.icon.


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Result: The Variables screen is displayed.

4. Enter query Variable(s).

5. Click the OK icon.

Result: The modified ad hoc uer will be dis la ed on the Web


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It is important BW/BI Power Users manage the number of ad hoc queries they have created. Ad hocqueries that are no longer being used need to be deleted by the BW/BI Power User who created them.

The example below uses a sample ad hoc query (Delete Demo) to show how to delete an ad hoc query.

To delete an ad hoc query that has been opened in

BEx Query Designer:1. Click the Query options from the BEx

Query Designer toolbar.

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2. At the prompt, Query [Query Name]

This deletion process is irreversible. Are you

sure you want to continue? If you are sure,

click Yes.


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Result: The sample ad hoc query, Delete Demo, is deleted. The BEx Query Designer screen willbe blank.

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To close BEx Query Designer:

1. Click the End and Discard Changes icon from the toolbar.

OR

1. Click the Close Window icon.

Click the End

and Discard

Changes icon

to Close BEx

Click the Close

Window icon to

Close BEx

Query Designer

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Query Designer

Result: BEx Query

Designer is closed.

Date post:	03-Jun-2018
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