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Documenting BEx Queries for WWA Created by: Office of Financial Management, State HR Original Creation Date: 11/08/2017

Change Log Change Date Changed By Description

1/4/2018 R Range, D Flatt Updated process for clarity based on user feedback

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Table of Contents I. Purpose ..................................................................................................................... 3

II. Process ...................................................................................................................... 3

Define the Business Need ........................................................................................................... 3

Document the Query Requirements and Restrictions................................................................ 3

Questions? ................................................................................................................................ 10

Appendix A: Templates .............................................................................................. 11

Query Property Values Template ............................................................................................. 11

Characteristic Restrictions and Default Values Template ........................................................ 11

Rows/Columns Template .......................................................................................................... 11

Key Figure Restrictions Template ............................................................................................. 12

Key Figure Formulas Template ................................................................................................. 12

Conditions Template ................................................................................................................. 12

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I. Purpose In January 2018, the HRMS Business Warehouse / Business Intelligence (BW/BI) system will be replaced with a new enterprise reporting solution, Washington Workforce Analytics (WWA). Reports created by users using the Business Explorer Analyzer (BEx) will be lost once BW/BI is decommissioned. The purpose of this document is to help users document BEx Queries that need to be re-created in the new WWA ad hoc reporting solution.

II. Process

Define the Business Need • What is the purpose of the query? (i.e. What question are you trying to answer?) • How often is the query run? (i.e. daily, weekly, quarterly) • What time periods do you typically run the query for? (i.e. as of date, date ranges,

months, quarters, years, fiscal or calendar quarter/year) • Do multiple users within the agency need access to this query? • Is the query based on an existing portal report that was modified to meet your

agency specific need?

Document the Query Requirements and Restrictions 1. Open the report in the BEx Query Designer and click the “View Predefined SAP BW 3.x

View”. This will allow you to view all sections of the Query Designer.

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2. Document the query properties by clicking Query Properties from the toolbar. Record screen prints for each Properties tab or document property values in the Query Property Values Template in Appendix A where necessary (see template for example).

or

The Variable Sequence tab identifies the optional or required prompts you may need in your new report:

The Rows/Columns tab will help determine how to set up the results:

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3. Document the field properties for each field in the Default Values section of your query by clicking on the field to display the Properties pane. The Properties pane will display various formatting settings for that field. Document field property values in the Characteristic Restrictions and Default Values Template in Appendix A where necessary (see template for example).

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4. Document any field restrictions (hard-coded filter value) or variables (field values you want to enter when running the query) for Default Value fields in the Restrictions/Variables column of the Characteristic Restrictions and Default Values Template in Appendix A (see template for example).

Note: Expand the field to view restrictions or variables by clicking . Variables are identified

by the symbol. Restrictions are identified by the symbol, followed by the restriction value.

5. Document fields in the Rows, Columns, and Free Characteristics sections using screen prints

or by adding to the Rows/Columns/Free Characteristics Template in Appendix A (see template for example).

6. Rows

Columns

Note: The grayed out Key Figures in the Columns section above indicate they are optional measures that can be added at query run time – you may want to note this on the template.

Restriction

Variable

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Free Characteristics

Note: Free Characteristics are optional fields that can be added to your query results at run time.

7. Document Key Figure properties, restrictions, and formulas for fields in the Key Figures section using the Key Figure Restrictions and Key Figure Formulas Templates in Appendix A (see templates for examples).

a. Key Figure properties can be displayed by clicking on the field in the Key Figures section.

Note: Properties can be added to the “Other Properties” column of the respective Key Figure Restrictions or Key Figure Formulas Templates.

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b. Key Figures and Key Figures with restrictions can be displayed by double-clicking on the field name.

c. Key Figures that are formulas (identified by the symbol) can be displayed by double-clicking on the field name.

Note: A Key Figure that is not restricted by another value will display the Key Figure only.

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8. If applicable, document any query Conditions, by clicking on the Conditions icon on the toolbar and creating a screen print or by adding to the Query Conditions Template in Appendix A.

Double-click the Condition name to view and document the Condition properties:

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9. Run your query and copy a sample of the default results:

Questions? Please email strategichr@ofm.wa.gov if you have any questions regarding this procedure.

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Appendix A: Templates Add rows to templates as necessary

Query Property Values Template

Property Tab Property Setting

Example: Rows/Columns Result Position - Rows Below

Characteristic Restrictions and Default Values Template Default Value Display

As Text View Sorting Results

Row Restrictions/Variables

Example: Agency Key and Text

Standard Ascending Always Suppress

Exclude: Off. Administrator Courts (0550), Not Assigned (#)

Rows/Columns Template Rows Columns Free Characteristics

Example: Job Group Example: Employee Count Example: Business Area

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Key Figure Restrictions Template Description Key Figure Restriction(S) Other Properties

(Aggregation, Display, Calculations, etc.)

Example – Key Figure Only:

Employee Count

Number of Employees

N/A Sum

Example – Restricted Key Figure:

WMS

Number of Employees

Workforce Indicator = Classified WA General Service (80148588)

Sum

Key Figure Formulas Template Description Detail View Other Properties (Aggregation,

Display, Calculations, etc.)

Example:

Total Classified (inc WMS)

‘Classified Gnrl Service Mgr’ + ‘Classified Gnrl Service Non-Mgr’ + ‘Classified WMS Mgr’ + ‘Classified WMS Non-Mgr’

Hide (Can be Shown)

Conditions Template Description Condition Parameters

Example:

Number of Employees > 0

Number of Employees Greater Than 0