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Slide 1
FastFactsFeature Presentation
August 28, 2008
We are using audio during this session, so please dial in to our conference line…
Phone number: 877-322-9648 Participant code: 182500
Slide 2
Today’s Topic
We’ll be taking a look at…
Exporting data from BW and R/3
Slide 3
Today’s Presenter
Louis EckertSenior Financial Applications AnalystController’s Office, Johns Hopkins Health System
Slide 4
Session Segments
PresentationLouis will review the steps to export and print from BW and ExcelDuring the presentation, your phone will be muted.
Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. We will answer as many of your questions as time allows.
Slide 5
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: [email protected] can also send us an instant message!
GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]
Slide 6
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.
Slide 7
Exporting Data from BW and R/3
Slide 8
Agenda
Today, we’ll be covering:Session assumptionsExporting from BWPrinting from BWExporting from R/3Printing from R/3Questions & answers
Slide 9
Assumptions
Participants have access to BW and/or R/3Participants have used BW and/or R/3 and understand basic navigation.
Slide 10
Exporting from BW
Slide 11
You can export to Excel in a variety of waysShow information in every cell instead of just one
Exporting from BW
Slide 12
Start with your report and “right-click” on any key figure or characteristic on the screen
Exporting from BW
Slide 13
The above pop-up menu will appear. You will then choose “Export As.”
Exporting from BW
Slide 14
You will then have the two choices listed above.
Most people can use the “MS Excel 2000 File.” However, if your report is over 65,000 lines, you will need to use the CSV file.
Note: Opening the CSV file is a little complicated and will not be covered in today’s session.
Exporting from BW
Slide 15
The above pop-up will appear when exporting. If exporting as an Excel 2000 file, click open (to open) or save (to save the
file).
Exporting from BW
Slide 16
This pop-up will appear after you click open. You will then click “Yes.”
Exporting from BW
Slide 17
The report will look like this when it opens in Excel.
Exporting from BW
Slide 18
Another way to export is to choose “Printing” and then “Print to Excel”
Exporting from BW
Slide 19
This pop-up will appear; click open (to open) or save (to save the file).
Exporting from BW
Slide 20
Exporting from BW
This pop-up will appear after you click open. You will then click “Yes.”
Slide 21
The report will look like this when it opens in Excel.
To avoid the problem where information only shows in one cell, do the following in the BW report.
Exporting from BW
Slide 22
1. Right-click on an item that only appears once
Exporting from BW
After
Before
2. Choose “Show Repeated Texts”
Slide 23
Notice all the cells have information so sorting and filtering is easier
Exporting from BW
Slide 24
Printing from BW
Slide 25
Printing from BW is pretty easy. Choose “Printing” from the menu bar.
Printing from BW
Choose the selection you want. From experience, Printing to Excel and then printing from Excel produces the best results.
Slide 26
Top picture: printed from BW. Bottom picture: printed from Excel.
Printing from BW
Slide 27
Exporting from SAP R/3
Slide 28
Start with a transaction in SAP
Exporting from SAP R/3
Slide 29
Two ways to export from R/3
Method 1-Choose “Document” from the Menu Bar.-Select “Export”-Three options will appear.
Exporting from SAP R/3
First two options: Word processing and Spreadsheet will export the data to MS Word or Excel.
Third option: Local File will require you to save the file. You will then have to open it from your desktop.
Slide 30
This box will appear if you choose “Spreadsheet.”
You have two choices:Table - gives you an Excel spreadsheet with all information on the screen in its own cell without any empty columns.
Pivot table - will create a pivot table in Excel (Examples of each in the next two slides)
1. Make your selection then click the green check
Exporting from SAP R/3
2. This box will appear. Again click the green check
Slide 31
Exporting from SAP R/3
Note the pop-up box if you go back to the R/3 report. Make sure to save this in Excel or you will lose this information.
This is an example of the table.
Slide 32
Exporting from SAP R/3
Again, make sure to save this in Excel.
This is an example of the Pivot Table.
Slide 33
Two ways to export from R/3
Method 2-Click the export icon.Note: This method only allows you to export to a local file.
Exporting from SAP R/3
Slide 34
Exporting from SAP R/3If you export as a local file or click the export icon, this screen will pop-up.
Slide 35
Exporting from SAP R/3Once you have chosen your format, this screen will appear. Save as you normally would in a Windows based application.
This will appear in the lower left hand corner once the save is successful.
Slide 36
Exporting from SAP R/3
Excel
Two examples of the reports
Unconverted format
Slide 37
Printing from SAP R/3
Slide 38
Printing from SAP R/3There are two ways to print from SAP R/3.
The first produces a formatted report; the second is a screen capture.
To produce a formatted report you can either:
Use the Print icon
Go to “Document” on the menu bar and choose Print
Slide 39
Printing from SAP R/3This screen will then appear.
This screen will allow you to print a file or choose another printer by using the drop-down menu next to “Windows printer”
Slide 40
Printing from SAP R/3
This is an example of the formatted report.
Slide 41
Printing from SAP R/3
To print a screen capture click this icon.
A drop-down menu will appear; choose “Hard Copy.” This will print a screen shot of what you see in R/3.
Slide 42
Printing from SAP R/3
This is what the print out will look like.
Slide 43
Conclusion
There are multiple ways to print and export information from R/3 and BW; while not every option is available on every screen there should be at least one.Keep in mind that by exporting to Excel, you can format and manipulate data, and you may find it easier than trying to do it in the actual applicationHopefully this session will help you create better looking reports while cutting down on the amount of time it takes to create the reports.
Slide 44
Q&A
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.
Slide 45
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: [email protected]
Slide 46
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!