delta training boa for ms office
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Delta Training BOA for MS OfficeTRANSCRIPT
Delta Training BOA for MS Office
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Training BusinessObjects Analysis for MS Office1. How to LOGIN To log in, select the Add-Ins/Analysis tab in Excel and click on „Open Workbook“/“Select Data Source…“
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Training BusinessObjects Analysis for MS Office1. How to LOGIN
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This logon prompt will appear, click „Options“. Enable SSO and click “OK”
Training BusinessObjects Analysis for MS Office2. How to open a WorkbookLogging on lets these prompts appear. To get to the workbook selection screen in BEx, click „Roles“. In BOA, click „Folders“. BEx
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Training BusinessObjects Analysis for MS Office2. How to open a WorkbookIn BEx, folders can be opened by double-clicking, returning to a higher hierarchy is possible via the „back“ button.In BOA, folder hierarchies can be expanded and collapsed using the „+“ and „-“ signs.BEx
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Training BusinessObjects Analysis for MS Office2. How to open a WorkbookUnlike BEx, BOA doesn‘t have Favorites.However, the most recently accessed reports can be seen in the „Insert“ menu. BEx
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Training BusinessObjects Analysis for MS Office2. How to open a WorkbookSearching for a workbook in BOA is very similar to BEx.Access the „Search“ tab, enter the name and confirm by pressing either Enter or clicking on .
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Training BusinessObjects Analysis for MS Office3. Navigation – Selection ScreenIn BOA, the Selection Screen offers almost all functions known from BEx. Entering filter criteria works as in BEx using „Show Value Help“ .
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Training BusinessObjects Analysis for MS Office3. Navigation – Selection ScreenSelecting multiple values in BOA is achieved through adding lines using „Add Lines“ and enter filtering criteria as usual.You can delete lines using „Delete Line“ . BOA:
Training BusinessObjects Analysis for MS Office3. Navigation – Selection ScreenExpand the button by clicking on its arrow and select „Add Lines using Filter by Member“ to select multiple values at once, either as single values or value ranges.
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Training BusinessObjects Analysis for MS Office3. Navigation – Selection ScreenIn BOA, selection by value ranges works exactly as in BEx.Click on „Range Selection“ in the „Filter By Member“ menu.Select the operator and its values and click on „Add“.Confirm your selection by clicking on „OK“.BEx
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Training BusinessObjects Analysis for MS Office3. Navigation – Selection ScreenHandling predefinied variants in BOA is similar to BEx with minor differences.BEx presents all functions next to the drop-down list, whereas BOA has „Save Variant“ and „Show Variants Settings“ for more advanced options.
Old variants from BEx are available in BOA as well.
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Training BusinessObjects Analysis for MS Office3. Navigation – Selection Screen - HierarchiesThe Hierarchies window known from BEx reappears in the Selection Screen with minor changes. Cosmetic changes aside, selecting an entire group is now achieved by clicking the radio button next to it.
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Training BusinessObjects Analysis for MS Office3. Navigation – Selection Screen - HierarchiesNote that the „More“ option known from BEx is no longer available for selecting multiple values at once.
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Training BusinessObjects Analysis for MS Office3. Navigation – Selection ScreenNote that Personalized Variables are not available in BOA.
The BOA Selection Screen is limited to Descriptions as Object Names.
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Training BusinessObjects Analysis for MS Office3. Navigation – How to save a WorkbookTo save a Workbook in BOA, click on the tab.You can now save the Workbook to the SAP BusinessObjects BI platform by clicking on the „Save Workbook“ button.
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Training BusinessObjects Analysis for MS Office3. Navigation – How to save a WorkbookTo save a Workbook in BOA, click on the tab.You can now pick between saving the Workbook in either the SAP BI or the SAP NetWeaver platform by clicking on the respective „Save “ button.
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Training BusinessObjects Analysis for MS Office3. Navigation – How to refresh an Excel WorkbookAs in BEx, BOA offers to save an opened Workbook as an Excel file without any Add-In functions. To restore these functions, open the Excel file via the regular „Open“ function in Excel.
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Training BusinessObjects Analysis for MS Office3. Navigation – How to refresh an Excel WorkbookTo gain access to BOA, you need to click on „Refresh All“. This function behaves exactly as in BEx.Unless you are already logged on, you need to log in again.
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Training BusinessObjects Analysis for MS Office3. Navigation – Refresh a Workbook on openingAccess the Components tab on the lower right of the screen, select the Workbook and click „Refresh Workbook on Opening“.
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Training BusinessObjects Analysis for MS Office3. Navigation – Refresh a Workbook on openingBOA offers you to select if a Workbook should refresh on opening. Access the Components tab on the lower right of the screen, select the Workbook and click „Refresh Workbook on Opening“.
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Training BusinessObjects Analysis for MS Office3. Navigation – Refresh a Workbook on openingIf you want to refresh a Workbook showing the saved Layout you need to adapt settings as follows: Access the Components tab on the lower right of the screen, select the Workbook and click „Refresh Workbook on Opening“.
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Training BusinessObjects Analysis for MS Office3. Navigation – General OverviewThe BOA User Interface can be separated in three general components:
• Toolbar
• Crosstab
• Design Panel
Training BusinessObjects Analysis for MS Office3. Navigation – ToolbarCompared to BEx, the BOA toolbar is not only more appealing visually, but also directly displays the description of its buttons.
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Training BusinessObjects Analysis for MS Office3. Navigation – ToolbarThe „Open“ button from BEx reappears as „Insert“ in BOA.
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Training BusinessObjects Analysis for MS Office3. Navigation – ToolbarIn BEx, clicking on „Refresh“ activates automatic refreshing of the Workbook.In BOA however, clicking on „Refresh Data Source“ lets the Workbook refresh once.
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Training BusinessObjects Analysis for MS Office3. Navigation – ToolbarTo halt the automatic refresh, click on „Pause Refresh“.Clicking on it again activates the automatic refresh.
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Training BusinessObjects Analysis for MS Office3. Navigation – Toolbar„Change Variable Values“ in BEx translates to „Prompts“ in BOA. Clicking on the arrow allows to choose between Prompts for the Workbook and the Data Source.
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Training BusinessObjects Analysis for MS Office3. Navigation – ToolbarClicking the Display button opens the BOA Design Panel, a major addition to the Analysis tool.Clicking it again hides the Design Panel.
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Training BusinessObjects Analysis for MS Office3. Navigation – ToolbarBOA offers to revoke your last action by clicking .The button can be found in the Analysis Ribbon.
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Training BusinessObjects Analysis for MS Office3. Navigation – ToolbarClicking on the arrow of allows you to select a point from your action history that you wish to return to.
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Training BusinessObjects Analysis for MS Office3. Navigation – Design Panel - AnalysisThe Design Panel on the right of the screen has three tabs:
The Analysis tab permanently shows all available members and measures and allows for easy selection via drag and drop.
Training BusinessObjects Analysis for MS Office3. Navigation – Design Panel - AnalysisNote that this unifies many of the Filter-related functions BEx offered separately, such as Select Filter Value, Drilldowns and Swapping Member Values.For further clarification, these functions and the new BOA functions replacing them are explained in detail in this training.
Training BusinessObjects Analysis for MS Office3. Navigation – Design Panel - InformationThe Information tab offers detailed information about a data source or the workbook.
Training BusinessObjects Analysis for MS Office3. Navigation – Design Panel - ComponentsThe Components tab lists all components used in the workbook along with their properties. The hierarchy seen here lists the Workbook document, the Data Source and the Crosstab currently selected.Clicking either of them shows document-related properties and options.
Training BusinessObjects Analysis for MS Office4. Functions– Methods of SelectionTo select multiple member values or selection ranges in BOA, right-click on the characteristics and click „Select Filter Value…“/“Filter by Member“.
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Training BusinessObjects Analysis for MS Office4. Functions– Methods of Selection (Single Value)The „Single Values“ menu offered in BEx via a drop-down menu now appears directly in BOA.Tic the boxes to select the desired values, „Select All“ automatically selects all available values.
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Training BusinessObjects Analysis for MS Office4. Functions– Methods of Selection (Range Selection)Select the operator from the drop-down list and click to select the reference values. Confirm your selection by clicking .
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Training BusinessObjects Analysis for MS Office4. Functions– Methods of Selection (Range Selection)By clicking „Range Selection“ in BOA, it is possible to select multiple values using an operator and two reference values.
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Training BusinessObjects Analysis for MS Office4. Functions– Upload of Multiple Selection CriteriaUploading in BEx required you to click „More>>“ to open the „Chosen Selections“ window.BOA implements this function using the clipboard.For example, you can copy Selection Criteria from an Excel file.
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Training BusinessObjects Analysis for MS Office4. Functions– Upload of Multiple Selection CriteriaIn BEx, right-clicking the „Chosen Selection“ window offers you the „Upload Selections“ option to upload selections from a file. BOA, however, offers you to„Paste from Clipboard“ by clicking on sited in the lower left of the individual selection window.BEx
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Training BusinessObjects Analysis for MS Office4. Functions– Upload of Multiple Selection CriteriaIn BEx, this opens up a file browser for selecting the file to be uploaded.In BOA, however, the copied data is pasted directly into the „Filter by Member“ window.
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Training BusinessObjects Analysis for MS Office4. Functions– How to handle FiltersRight-clicking on members in the member area of the Analysis tab allows you to select members for Filters.
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Training BusinessObjects Analysis for MS Office4. Functions– How to handle Filters – Single ValuesIn BOA, this opens the „Filter by Member…“ window.Tic the boxes to select the desired values, „Select All“ automatically selects all available values.
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Training BusinessObjects Analysis for MS Office4. Functions– How to handle Filters – Range SelectionAs mentioned, by clicking „Range Selection“ in BOA, it is possible to select multiple values using an operator and two reference values.
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Training BusinessObjects Analysis for MS Office4. Functions– How to handle Filters - LayoutBOA allows for a comfortable selection of Filters via drag and drop in the Analysis window.Simply click on the desired Filter and put the filter in eitherthe „Colums“, „Rows“ or „Background Filter“ area.
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Training BusinessObjects Analysis for MS Office4. Functions– How to handle Filters - LayoutTo remove a filter, right-click on a member and select „Remove“.
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Training BusinessObjects Analysis for MS Office4. Functions– How to prepare a Filter ShortcutBy right-clicking on a member value and selecting „Filter Members“, you can filter for the selected value in BOA. Multiple selections are available using the CTRL key.This behaves exactly as „Keep Filter Value on Axis“ in BEx.BEx
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Training BusinessObjects Analysis for MS Office4. Functions– How to prepare a Filter ShortcutBy right-clicking on a member value and selecting „Filter Other Members“, you can filter for all values except the selected one.Multiple selections are available using the CTRL key.This feature is not available in BEx.
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Training BusinessObjects Analysis for MS Office4. Functions– How to create a DrilldownIn BOA, the option to add Drilldowns is no longer available. However, you can add Filters using Drag and Drop in the Analysis tab.
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Training BusinessObjects Analysis for MS Office4. Functions– How to change SequencesIn BOA, swapping members is achieved as in BEx by right-clicking on a member variable and selecting another member from the „Filter Members and Swap With…“ menu.
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Training BusinessObjects Analysis for MS Office4. Functions– How to change SequencesAlternatively, right-click on a member in the Rows window and select another member from the „Move in Front of“ list.
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Training BusinessObjects Analysis for MS Office4. Functions– How to change SequencesThis changes the sequences in the Crosstab accordingly.
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Training BusinessObjects Analysis for MS Office4. Functions– How to change SequencesAnother option is to change the order of members via drag and drop in the Analysis tab. This directly translates to the order of members in the Crosstab section.
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Training BusinessObjects Analysis for MS Office4. Functions– How to SortIn BOA, you can sort member values as in BEx by right-clicking a value and selecting „Sort Ascending/Descending“.For more sorting options, click in the Analysis Ribbon.
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Training BusinessObjects Analysis for MS Office4. Functions– How to SortClicking on „More Sort Options…“ gives you access to more elaborate sorting options.
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Training BusinessObjects Analysis for MS Office4. Functions– How to SortFor example, you can choose what the selected members are to be sorted by and how the are to be displayed in the Crosstab.Confirm your selection by clicking „OK“.
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Training BusinessObjects Analysis for MS Office4. Functions– How to suppress CharacteristicsYou can suppress results (Totals) by right-clicking on the „Result“ cell of a row and selecting „Hide Totals“ from the Totals menu. Note that you can select and hide multiple results at once.
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Training BusinessObjects Analysis for MS Office4. Functions– How to display CharacteristicsYou can select from a multitude of display options by right-clicking on a member value and opening the Members list.
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Training BusinessObjects Analysis for MS Office4. Functions– How to site Result RowsClicking on in the Analysis Ribbon allows you to choose where the Totals are sited.
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Training BusinessObjects Analysis for MS Office4. Functions– How to suppress Zero ValuesYou can suppress zero rows and columns by clicking and selecting the desired options.
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Training BusinessObjects Analysis for MS Office4. Functions– How to suppress repeated key valuesIn BOA, repeated member values are suppressed by default. You can make them appear in the Components tab in the Design Panel by clicking on „Repeat Members“. BEx
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Training BusinessObjects Analysis for MS Office4. Functions– How to hide unnecessary RowsUsing the regular Excel function „Format“ available in the Home tab you can hide unwanted rows. This applies to both BEx and BOA and will hide all selected rows. This will not change the result of your query.BEx
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Training BusinessObjects Analysis for MS Office4. Functions– How to group RowsUsing the Excel function „Group“ available in the Data tab you can group rows. This applies to both BEx and BOA and will group all selected rows. This will not change the result of your query.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – How to include DiagramsBOA offers the quick creation of a diagram to represent the crosstab data.Simply select one of the chart options in the „Chart“ menu.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – How to include DiagramsNote that BOA offers extended Excel visualisation options.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – How to work with ConditionsTo apply conditions in BEx, right-click the crosstab, select „Query Properties“, right-click in the „Conditions tab“ and select „Create“.In BOA, right-click the member to be filtered in the crosstab and select „Filter by Measure“, then click on „Edit…“.This can only be applied to Measures!
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – How to work with ConditionsIn BEx, right-click on the empty field of the conditions window.In BOA,the „Filter by Member“ window appears. Select your measures and create filtering rules by selecting an operator and reference values. Confirm your rule specifications by clicking „Add“.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – How to work with ConditionsYou can add multiple rules this way to specify your conditions more precisely. Note that the „Logic“ buttons allow you to set the logic used for combining multiple rules.Confirm your rules by clicking „OK“.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – How to work with ConditionsTo edit existing conditions in BOA, open the „Filter by Measure“ window again. Click on next to the rule to be changed.In BEx, right-clicking on a condition in the Conditions window and selecting „Edit“ allows you to edit it.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – How to work with ConditionsEnter your new condition parameters and confirm them by either clicking „Transfer“ in BEx“ or the button in BOA.
Click on „OK“ to close the window and accept your changed parameters. BEx
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – How to work with ConditionsThe BEx Analyzer offers to change conditions to active or inactive by right-clicking the Crosstab and clicking on „Toggle Condition State“. Note that BOA only allows to reset conditions for a Crosstab, which permanently deletes them until re-entered.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – Conditional FormattingUnlike BEx, BOA has its own Conditional Formatting function,allowing you to set coloring rules for crosstab values.To open the menu, click on in the Analysis Ribbon.
This is not to be mistaken for the „Conditions/Filter by Measure“ function.Whereas „Conditions“ can only be used for filtering Measures,„Conditional Formatting“ may be applied to highlight Measures, Member Values and Members.
Training BusinessObjects Analysis for MS Office5. Advanced Functions – Conditional FormattingA conditional formatting window appears. Select an operator, enter reference values and click to add a new rule.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – Conditional FormattingAlternatively, click on „Selection“ to directly select member values.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – Adding FormulasTo convert Crosstabs to Excel formulas / cells for advanced calculations in BEx, right click on the Crosstab and select „Convert to Formula“.Similarly, BOA implements this function by clicking on the Crosstab and „Convert to Formula“ in the toolbar.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – Adding CalculationsThe „Add Local Formula“ function known from BEx reappears in BOA in two forms. Contrary to the Formula window known from BEx, right-clicking on a measure and selecting „Add Dynamic Calculation“ directly offers various calculation options.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – Adding CalculationsHowever, you can define your own calculations as known from BEx. In BOA, select two or more measures, right-click one of them and select an operator from the „Add Calculation“ menu.The result will be added as a column to the Crosstab.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – Adding HierarchiesAnother function introduced by BOA are Hierarchies.Hierachies can help you structure the Crosstab, allowing you to collapse and expand data found in Rows and Columns.Add them by clicking on „Hierachy“ and select Rows or Columns to be restructured in Hierarchies.
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – Adding HierarchiesHierarchies can be expanded by clicking on [+] and collapsed by clicking on [-].
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Training BusinessObjects Analysis for MS Office5. Advanced Functions – Swapping AxesSimilar to BEx, BOA offers to swap Axes. To achieve this, click on the „Swap Axes“ button.
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Training BusinessObjects Analysis for MS Office6. GlossaryWith the transition from BEx to BOA, certain terminology has changed. Please consider this when using BOA.
• Characteristics are now called Members in BOA
• Key figures known from BEx translate to Measures in BOA
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