SAP Analysis for Microsoft OfficePractical Guide

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!

In this book, you'll learn about:

a. 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.

b. 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.

c. 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.

Highlights include:

1) Workbook creation
2) Report navigation
3) Prompts
4) Data processing, organization, and analysis
5) Planning applications
6) Report customization and formatting
7) Formulas
8) Macros
9) Configuration
10) Troubleshooting

Conduct advanced data analysis with formulas and macros

Autorentext
Denis Reis is a business intelligence consultant at Deloitte. As an author, this family man from Düsseldorf hopes to pass on his knowledge of everyday SAP projects in a concise, approachable manner. He has successfully implemented exciting projects at many well-known companies. His areas of expertise include SAP BusinessObjects Business Intelligence, SAP BW Integrated Planning (SAP BW-IP), SAP Business Planning and Consolidation (SAP BPC), and SAP Analysis for Microsoft Office. Denis also teaches project management and controlling at the Wiesbaden Business School.

Inhalt
... Preface ... 15

... Purpose of This Book ... 15

... How This Book is Organized ... 15

... Overview of the Functions of SAP Analysis for Microsoft Office ... 17

... How to Work with This Book ... 19

1 ... Create Your First Workbook ... 21

1.1 ... Data Sources as the Basis of Analysis ... 21

1.2 ... Inserting Data Sources into a Workbook ... 23

1.3 ... Saving Workbooks ... 30

1.4 ... Defining a Default Workbook ... 35

1.5 ... Opening Saved Workbooks ... 37

1.6 ... Adjusting Workbook Name ... 39

1.7 ... Deleting a Workbook ... 40

1.8 ... Summary ... 41

2 ... Navigating in Reports ... 43

2.1 ... Working with Current Data ... 44

2.2 ... Navigating in Queries ... 46

2.3 ... Summary ... 77

3 ... Working with Prompts ... 79

3.1 ... Getting Started ... 79

3.2 ... Prompts Dialog ... 81

3.3 ... Using Variants for Prompts ... 96

3.4 ... Viewing Selected Values ... 104

3.5 ... Summary ... 106

4 ... Process Data ... 107

4.1 ... Filtering Data ... 108

4.2 ... Sorting Data ... 134

4.3 ... Working with Hierarchies ... 138

4.4 ... Customizing the Display of Elements, Key Figures, and Results ... 152

4.5 ... Summary ... 166

5 ... Organize Data ... 167

5.1 ... Calculating New Key Figures ... 167

5.2 ... Using Comments ... 184

5.3 ... Using the Report-to-Report Interface ... 190

5.4 ... Summary ... 192

6 ... Working with Planning Applications ... 193

6.1 ... Displaying the Planning Tab ... 194

6.2 ... Planning Data Manually ... 196

6.3 ... Working with Planning Functions and Sequences ... 211

6.4 ... Using Change Mode and Display Mode ... 221

6.5 ... Planning-Relevant Settings ... 229

6.6 ... Summary ... 235

7 ... Shape Your Reports ... 237

7.1 ... Extending Reports with Local Data ... 237

7.2 ... Linking Dimensions of Different Reports ... 248

7.3 ... Merging Reports ... 253

7.4 ... Important Settings ... 261

7.5 ... Summary ... 268

8 ... Format Reports ... 269

8.1 ... Adjusting Formatting ... 269

8.2 ... Managing Design Rules ... 297

8.3 ... Working with Styles ... 298

8.4 ... Extending Workbooks with Diagrams, Info Fields, and Filters ... 305

8.5 ... Summary ... 312

9 ... Working with Tools in SAP Analysis for Microsoft Office ... 313

9.1 ... Using SAP Analysis for Microsoft Office Tools ... 313

9.2 ... Working with Views ... 318

9.3 ... Converting a Workbook Created with the SAP BEx Analyzer ... 320

9.4 ... Protecting Workbooks ... 325

9.5 ... Summary ... 327

10 ... Working with Formulas ... 329

10.1 ... Working with Formula-Optimized Mode ... 329

10.2 ... Creating Formulas ... 331

10.3 ... Summary ... 377

11 ... Using Macros ... 379

11.1 ... Creating Macros ... 380

11.2 ... Debugging Macros ... 382

11.3 ... Syntax Rules for Entering Values ... 386

11.4 ... Working with API Methods ... 388

11.5 ... Working with Callbacks ... 444

11.6 ... Using Formulas from SAP Analysis for Microsoft Office in Macros ... 451

11.7 ... Adjusting Design Rules via Macros ... 452

11.8 ... Summary ... 471

12 ... Configure SAP Analysis for Microsoft Office ... 473

12.1 ... Customizing the User Interface ... 473

12.2 ... Options Dialog ... 490

12.3 ... Technical Configuration ... 497

12.4 ... Summary ... 502

13 ... Troubleshooting ... 503

13.1 ... Troubleshooting Modes ... 503

13.2 ... Reactivating the SAP Analysis for Microsoft Office Add-In ... 512

13.3 ... Summary ... 513

... Appendices ... 515

A ... Settings for the SAP Analysis for Microsoft Office Add-in ... 517

B ... Settings for the SAP Analysis for Microsoft Office Plug-In ... 523

C ... Glossary ... 547

D ... The Author ... 553

... Index ... 555