SAP Analysis for Microsoft Office: Practical Guide

Length: 650 pages
Edition: 1
Language: English
Publisher: SAP Press
Publication Date: 2020-12-29
ISBN-10: 1493220047
ISBN-13: 9781493220045
Sales Rank: #705737 (See Top 100 Books)

Managing your SAP data in Microsoft Excel? This is your guide to using SAP Analysis for Microsoft Office! Get started with the basics, from creating your first workbook to navigating through reports. Then, follow step-by-step instructions to process data, analyze data, develop planning applications, customize reports, and work with tools such as formulas and macros. Including details on troubleshooting, UI customization, and more, this book is your all-in-one resource!

Use SAP Analysis for Microsoft Office for reporting and planning
Work with prompts, organize data, apply calculations, and format reports
Conduct advanced data analysis with formulas and macros

Reporting and Data Analysis
Learn to work with reports in SAP Analysis for Microsoft Office: define parameters with prompts, adjust formatting and styles, and extend reports with local data. Filter, sort, and display your data using hierarchies, and refine data analysis with simple and advanced calculations.

Planning
Use your SAP data to develop planning workbooks. Plan your data both manually and with functions and sequences. Understand key settings for cell locking, the planning model, and more.

Advanced Features
Take your skills to the next level. Write formulas to use in your reports, and create and use macros in your workbooks, including steps to use API methods, callbacks, and design rules.

Workbook creation
Report navigation
Prompts
Data processing, organization, and analysis
Planning applications
Report customization and formatting
Formulas
Macros
Configuration
Troubleshooting

Dear Reader
Notes on Usage
Table of Contents
  Preface
      Purpose of This Book
      How This Book is Organized
      Overview of the Functions of SAP Analysis for Microsoft Office
      How to Work with This Book
1   Create Your First Workbook
    1.1   Data Sources as the Basis of Analysis
    1.2   Inserting Data Sources into a Workbook
        1.2.1   Inserting Data Sources via the Analysis Tab
        1.2.2   Inserting Data Sources via the File Tab
    1.3   Saving Workbooks
        1.3.1   Selecting Save Settings
        1.3.2   Removing Data before Saving
    1.4   Defining a Default Workbook
    1.5   Opening Saved Workbooks
    1.6   Adjusting Workbook Name
    1.7   Deleting a Workbook
    1.8   Summary
2   Navigating in Reports
    2.1   Working with Current Data
    2.2   Navigating in Queries
        2.2.1   Design Panel
        2.2.2   Analysis View
        2.2.3   Extending Data Analysis
        2.2.4   Aggregating Data during Analysis
        2.2.5   Customizing Data Analysis
        2.2.6   Working with Background Filters
        2.2.7   Pause Refresh
        2.2.8   Undoing Navigation Steps
        2.2.9   Showing Messages
        2.2.10   Getting Information about a Data Source
    2.3   Summary
3   Working with Prompts
    3.1   Getting Started
    3.2   Prompts Dialog
        3.2.1   Selecting a Prompt Value
        3.2.2   Selecting Multiple Values
        3.2.3   Selecting a Value Range
        3.2.4   Prompts as Selection Options
        3.2.5   Working with Hierarchy Variables
        3.2.6   Working with Formula Variables
        3.2.7   Texts as Prompts
    3.3   Using Variants for Prompts
        3.3.1   Creating a User-Specific Variant
        3.3.2   Creating a Global Variant
        3.3.3   Modes for Working with Variants
        3.3.4   Using a Variant
        3.3.5   Adjusting a Variant
        3.3.6   Deleting a Variant
    3.4   Viewing Selected Values
    3.5   Summary
4   Process Data
    4.1   Filtering Data
        4.1.1   Filter Elements
        4.1.2   Filter Data in Hierarchies
        4.1.3   Filtering Key Figures
        4.1.4   Suppressing Zeros
        4.1.5   Working with Query Conditions
    4.2   Sorting Data
        4.2.1   Sorting Elements
        4.2.2   Sorting Key Figures
    4.3   Working with Hierarchies
        4.3.1   Using Characteristics with Hierarchies
        4.3.2   Navigating in Hierarchies
        4.3.3   Displaying Characteristics Hierarchically
    4.4   Customizing the Display of Elements, Key Figures, and Results
        4.4.1   Customizing the Appearance of Elements
        4.4.2   Adjusting the Display of Key Figures
        4.4.3   Customizing the Results Display
    4.5   Summary
5   Organize Data
    5.1   Calculating New Key Figures
        5.1.1   Calculation Types
        5.1.2   Creating Simple Calculations
        5.1.3   Adding Dynamic Calculations
        5.1.4   Adding Advanced Calculations
        5.1.5   Adding Restrictions
    5.2   Using Comments
        5.2.1   Properties of Comments
        5.2.2   Creating Comments
        5.2.3   Saving Comments
    5.3   Using the Report-to-Report Interface
    5.4   Summary
6   Working with Planning Applications
    6.1   Displaying the Planning Tab
    6.2   Planning Data Manually
        6.2.1   Changing Existing Data Cells
        6.2.2   Adding New Data Cells
    6.3   Working with Planning Functions and Sequences
        6.3.1   Planning Functions
        6.3.2   Planning Sequences
    6.4   Using Change Mode and Display Mode
        6.4.1   Locking Input-Ready Cells
        6.4.2   Recalculating Planning Data
        6.4.3   Undoing Changes to Planning Data
        6.4.4   Saving Planning Data
        6.4.5   Setting Work Statuses
    6.5   Planning-Relevant Settings
        6.5.1   Determining the Planning System to Save Data
        6.5.2   Defining Cell Locking Settings
        6.5.3   Defining the Planning Model
        6.5.4   Switching Automatically to Change Mode
        6.5.5   Refreshing Planning Objects
        6.5.6   Opening a Data Source in Input-Ready Mode
        6.5.7   Defining the Number of New Lines
        6.5.8   Determining Rules for the New Line Validation
    6.6   Summary
7   Shape Your Reports
    7.1   Extending Reports with Local Data
        7.1.1   Creating a Local Provider
        7.1.2   Updating Data in a Local Provider
        7.1.3   Including Local Providers in Reports
    7.2   Linking Dimensions of Different Reports
        7.2.1   Linking Dimensions
        7.2.2   Unlinking Dimensions
    7.3   Merging Reports
        7.3.1   Grouping Reports
        7.3.2   Ungrouping Reports
    7.4   Important Settings
        7.4.1   Setting Refresh Behavior
        7.4.2   Adjusting General Settings
        7.4.3   Setting Properties of the Data Source
        7.4.4   Setting the Properties of the Crosstab
    7.5   Summary
8   Format Reports
    8.1   Adjusting Formatting
        8.1.1   Working with Conditional Formatting Rules
        8.1.2   Formatting Cells
        8.1.3   Adding New Rows and Columns
        8.1.4   Adding Texts to New Lines
        8.1.5   Adding Formulas to New Lines
        8.1.6   More Formatting Options
    8.2   Managing Design Rules
    8.3   Working with Styles
        8.3.1   Creating a Style
        8.3.2   Applying Styles
        8.3.3   Exporting Style Sheets
        8.3.4   Importing Style Sheets
        8.3.5   Deleting Style Sheets
    8.4   Extending Workbooks with Diagrams, Info Fields, and Filters
        8.4.1   Inserting Dynamic Diagrams
        8.4.2   Inserting Waterfall Diagrams
        8.4.3   Inserting Info Fields
        8.4.4   Inserting Filter Components
    8.5   Summary
9   Working with Tools in SAP Analysis for Microsoft Office
    9.1   Using SAP Analysis for Microsoft Office Tools
        9.1.1   Converting Cells of a Crosstab into Formulas
        9.1.2   Creating Web Applications
        9.1.3   Starting the Query Designer
    9.2   Working with Views
        9.2.1   Copying a View
        9.2.2   Inserting a View
        9.2.3   Saving a View
    9.3   Converting a Workbook Created with the SAP BEx Analyzer
        9.3.1   Converting a Workbook
        9.3.2   Conversion Settings
        9.3.3   Conversion Protocol
    9.4   Protecting Workbooks
        9.4.1   Activating Protection
        9.4.2   Removing Protection
    9.5   Summary
10   Working with Formulas
    10.1   Working with Formula-Optimized Mode
    10.2   Creating Formulas
        10.2.1   Basic Formula Creation
        10.2.2   SAPGetData
        10.2.3   SAPSelectMember
        10.2.4   SAPGetUniformScaling
        10.2.5   SAPGetDimensionDynamicFilter
        10.2.6   SAPGetDimensionStaticFilter
        10.2.7   SAPGetDimensionEffectiveFilter
        10.2.8   SAPGetDimensionInfo
        10.2.9   SAPGetInfoLabel
        10.2.10   SAPGetWorkbookInfo
        10.2.11   SAPGetSourceInfo
        10.2.12   SAPGetMeasureInfo
        10.2.13   SAPGetDisplayedMeasures
        10.2.14   SAPGetMember
        10.2.15   SAPGetVariable
        10.2.16   SAPGetMeasureFilter
        10.2.17   SAPListOfMeasureFilters
        10.2.18   SAPListOf
        10.2.19   SAPListOfDimensions
        10.2.20   SAPListOfDynamicFilters
        10.2.21   SAPListOfStaticFilters
        10.2.22   SAPListOfEffectiveFilters
        10.2.23   SAPListOfMembers
        10.2.24   SAPListOfMessages
        10.2.25   SAPListOfVariables
        10.2.26   SAPSetFilterComponent
        10.2.27   SAPSetData
    10.3   Summary
11   Using Macros
    11.1   Creating Macros
    11.2   Debugging Macros
        11.2.1   Getting Started
        11.2.2   Working with Breakpoints
        11.2.3   Adding a Watch Expression
    11.3   Syntax Rules for Entering Values
    11.4   Working with API Methods
        11.4.1   SAPAddMessage
        11.4.2   SAPCallMemberSelector
        11.4.3   SAPSetFilter
        11.4.4   SAPSetPlanParameter
        11.4.5   SAPExecutePlanningFunction
        11.4.6   SAPExecutePlanningSequence
        11.4.7   SAPGetCellInfo
        11.4.8   SAPGetProperty
        11.4.9   SAPLogOff
        11.4.10   SAPLogon
        11.4.11   SAPMoveDimension
        11.4.12   SAPOpenWorkbook
        11.4.13   SAPSetRefreshBehaviour
        11.4.14   SAPSetVariable
        11.4.15   SAPExecuteCommand
        11.4.16   SAPSuppressMessage
    11.5   Working with Callbacks
        11.5.1   Callback Execution
        11.5.2   AfterRedisplay
        11.5.3   BeforePlanDataSave
        11.5.4   BeforePlanDataReset
        11.5.5   BeforeMessageDisplay
        11.5.6   BeforeFirstPromptsDisplay
    11.6   Using Formulas from SAP Analysis for Microsoft Office in Macros
    11.7   Adjusting Design Rules via Macros
        11.7.1   SAPSetFormat
        11.7.2   SAPInsertLine
        11.7.3   SAPFixLineSize
        11.7.4   SAPListOfDesignRules
        11.7.5   SAPDeleteDesignRule
    11.8   Summary
12   Configure SAP Analysis for Microsoft Office
    12.1   Customizing the User Interface
        12.1.1   Creating a Profile
        12.1.2   Customizing Your Profile
        12.1.3   Setting a Profile as Default
        12.1.4   Embedding a Profile in a Workbook
        12.1.5   Setting Up a Company Profile
        12.1.6   Using Read-Only User Profiles
    12.2   Options Dialog
        12.2.1   User Tab
        12.2.2   Advanced Tab
        12.2.3   Platform Tab
        12.2.4   Conversion Tab
    12.3   Technical Configuration
        12.3.1   Basics
        12.3.2   Changing the Technical Configuration
        12.3.3   Settings for the SAP Analysis for Microsoft Office Add-In
        12.3.4   Settings for the SAP Analysis for Microsoft Office Plug-In
    12.4   Summary
13   Troubleshooting
    13.1   Troubleshooting Modes
        13.1.1   Support Mode
        13.1.2   Profiling Mode
        13.1.3   Advanced Mode
    13.2   Reactivating the SAP Analysis for Microsoft Office Add-In
    13.3   Summary
A   Settings for the SAP Analysis for Microsoft Office Add-in
B   Settings for the SAP Analysis for Microsoft Office Plug-In
C   Glossary
D   The Author
Index
Service Pages
Legal Notes