1/17/2024

Analysis Plug-in User Guide

Generated on: 2024-01-17 [Link] GMT+0000

SAP Analysis for Microsoft Office | 2.8 SP20

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Creating and Administrating Workbooks

In Analysis, you can work with SAP BW data sources from the BI platform or from a BW system, SAP Analytics Cloud models and
SAP HANA data sources.

You can insert a data source into a standard workbook or default workbook. If you use a default workbook, styles, formatting and
the workbook settings that you de ned in the default workbook are used when you open a data source.

You can also insert data sources with local data into a workbook. To be analyzed, the local data is uploaded to a BW workspace.

New workbooks can be saved either on the SAP BusinessObjects business intelligence platform, a SAP BW platform or in a SAP
BW/HANA system. Stored workbooks can be opened from the corresponding platforms. They can also be renamed or deleted
on the platforms.

You can also convert workbooks created with the SAP BEx Analyzer 3.5 and SAP BEx Analyzer 7.0 to an Analysis workbook.

Related Information
Inserting data sources in a workbook
To insert a data source into a default workbook
To save a workbook
To open a workbook
To rename a workbook
To delete a workbook
To convert a BEx workbook
Inserting data sources using BW Workspaces
Analyzing SAP Analytics Cloud models
Analyzing SAP HANA data sources

Inserting data sources in a workbook

The BW data sources you can use are Queries, query views, and InfoProviders. You can also insert and analyze SAP Analytics
Cloud models, SAP Datasphere datasets, SAP HANA data sources and SAP S/4HANA Cloud queries and cubes in an Analysis
workbook.

You can add multiple crosstabs to a worksheet or workbook. The crosstabs can contain data from the same data source or from
different sources. You can also use data sources that are stored in different systems in one workbook.

Please note that we do not recommend changing the de nition of a query in the backend system after it has been inserted in an
Analysis workbook. That's because the navigational state of the embedded queries is saved within the workbook in Analysis.
When you reopen the workbook, this state is read and applied to the queries. If the de nition of one of the queries was changed,
it might come to inconsistencies while refreshing the workbook, and changes to the query may not be re ected.

To add a crosstab with data to a workbook, you select a data source in the corresponding system. You need the appropriate
authorizations for the platform you want to use (SAP BW, SAP BW/4HANA or SAP BusinessObjects Business Intelligence), and
the relevant systems to insert a data source into a workbook. For more information, contact your IT administrator.

Related Information
To insert a data source from the BI platform

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To insert a data source from a BW system
To insert a SAP Analytics Cloud data source
To insert a SAP Datasphere data source
To insert a SAP HANA data source

To insert a data source from the BI platform

You can insert SAP BEx Queries, query views, and BW InfoProviders stored on the the BI platform as data sources into a
workbook.

1. Select the cell in the worksheet where the crosstab with the data from the selected data source should be inserted.

2. Select Insert Data Source Select Data Source for Analysis .

The Log on to SAP BusinessObjects BI platform dialog box appears.

3. Log on to the BI platform you want to use.

Enter your User, Password and the WEB Service URL to log on to the business intelligence platform.

Please note: When you're trying to connect to an insecure connection, you'll get a warning before you can proceed.
Please contact you system administrator if you need further information.

4. Optional step: Enter System and Authentication.

You will normally not be asked to supply this information. However, if you are asked to log on to a special Central
Management System (CMS), you can add these two additional elds to the dialog box by selecting Options. Enter the
name of your Central Management System in the System eld and the authentication type in the Authentication eld.

5. Press OK.

The Select Data Source dialog box appears.

6. Select a connection in the Show Connections list:

If you select All, all available systems, Cubes / InfoProvider and Query / Query views on the business intelligence
platform are displayed.

If you select System, all available systems on the business intelligence platform are displayed.

If you select Cube / InfoProvider, all available Cubes and InfoProvider on the business intelligence platform are
displayed.

If you select Query / Query View, all available Queries and query views on the business intelligence platform are
displayed.

If you select Local System, all systems in your local SAP Logon are displayed.

You can refresh the displayed system list by choosing Refresh in the context menu or pressing F5, for example after
adding a new system to the SAP Logon.

7. Select a system and press Next.

The Logon to System dialog box appears.

8. Enter Client, User and Password in the elds and press OK.

If you want to specify the system language, select Options and enter the language in the Language eld.

9. Select a data source in the Select Data Source box and press OK.

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For BW systems, the Select Data Source dialog consists of the following tabs:

Search

You can select if you want to search for the Description, Technical Name or All.

To retrieve data sources that begin with a speci c string, you can type * after a partial string.

Area

Role

Workspaces

On the Search and Role tabs, you can specify the objects to be displayed: All, InfoProvider, Query or Query View.

Note that query views have only a technical name.

A new crosstab with the data of the selected data source is inserted into the worksheet. The SAP style set SAP Black&White is
used as default. You can now analyze the data and change the displayed data set according to your needs. You can also add
other components to your analysis, charts for example.

 Note
You can also activate Pause Refresh before inserting a data source. You can then insert a data source and de ne your
analysis on the Analysis tab in the design panel (columns, rows and lter). The crosstab with the data source and the de ned
analysis will only be inserted after Pause Refresh is deactivated again.

Related Information
Pausing Refresh

To insert a data source from a BW system

You can insert SAP BEx Queries, query views and BW InfoProviders as data sources into a workbook. These data sources are
stored in a SAP BW system.

1. Select the cell in the worksheet where the crosstab with the data from the selected data source should be inserted.

2. Select Insert Data Source Select Data Source for Analysis .

The Log on to SAP BusinessObjects BI platform dialog box appears.

3. Select Skip to log on directly to a SAP BW system.

Please note: When you're trying to connect to an insecure connection, you'll get a warning before you can proceed.
Please contact you system administrator if you need further information.

4. Select a BW system in the list and press Next.

 Note
If you log on with an initial password to a BW system, or your password is expired and needs to be reset, the dialog for
changing the password opens automatically.

The Logon to System dialog box appears.

When logging on directly to a BW system, Local System is preselected for Show Connections, and all BW systems of your
local SAP Logon are displayed.

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You can refresh the displayed system list by choosing Refresh in the context menu or pressing F5, for example after
adding a new system to the SAP Logon.

5. Enter Client, User and Password in the elds and press OK.

If you want to specify the system language, select Options and enter the language in the Language eld.

6. Select a data source in the Select Data Source box and press OK.

For BW systems, the Select Data Source dialog consists of the following tabs:

Search

You can select if you want to search for the Description, Technical Name or All.

To retrieve data sources that begin with a speci c string, you can type * after a partial string.

Area

Role

Workspaces

On the Search and Role tabs, you can specify the objects to be displayed: All, InfoProvider, Query or Query View.

Note that query views have only a technical name.

A new crosstab with the data of the selected data source is inserted into the worksheet. The SAP style set SAP Black&White is
used as default. You can now analyze the data and change the displayed data set according to your needs. You can also add
other components to your analysis.

 Note
You can also activate Pause Refresh before inserting a data source. You can then insert a data source and de ne your
analysis on the Analysis tab in the design panel (columns, rows and lter). The crosstab with the data source and the de ned
analysis will only be inserted after Pause Refresh is deactivated again.

Related Information
Pausing Refresh

To insert a SAP Analytics Cloud data source

You can insert and analyze SAP Analytics Cloud models as data sources in a workbook. For inserting a model, you can use Import
Data connections and Live Data Connections to SAP Analytics Cloud.

In the Select Data Source dialog, you can also manage your SAP Analytics Cloud connection.

1. Select the cell in the worksheet where the crosstab with the data from the selected data source should be inserted.

2. Select Insert Data Source Select Data Source for Analysis .

The Log on to SAP BusinessObjects BI platform dialog box appears.

3. Select Skip to log on to SAP Analytics Cloud.

Please note: When you're trying to connect to an insecure connection, you'll get a warning before you can proceed.
Please contact you system administrator if you need further information.

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4. Select a SAP Analytics Cloud connection in the list and press Next.

When logging on to a SAP Analytics Cloud, Local System is preselected for Show Connections.

An external browser window is opened to enter your credentials.

5. Enter User and Password in the external browser window and press Log On.

Note that your SAP Analytics Cloud user needs to be assigned to a role with Read permission for Connection in your SAP
Analytics Cloud to enable the logon from Analysis.

After the successful logon, you can close the external window and continue in Analysis.

6. Select a data source in the Select Data Source box and press OK.

For SAP Analytics Cloud, the Select Data Source dialog consists of the following tabs:

Search

You can select if you want to search for the Description, Technical Name or All.

To retrieve data sources that begin with a speci c string, you can type * after a partial string.

Area

Note that Analysis does currently only support the classic account model. Therefore, you can't see models of the new
model type (model with measures) here.

A new crosstab with the data of the selected data source is inserted into the worksheet. The SAP style set SAP Black&White is
used as default. You can now analyze the data and change the displayed data set according to your needs. You can also add
other components to your analysis.

 Note
You can also activate Pause Refresh before inserting a data source. You can then insert a data source and de ne your
analysis on the Analysis tab in the design panel (columns, rows and lter). The crosstab with the data source and the de ned
analysis will only be inserted after Pause Refresh is deactivated again.

Managing SAP Analytics Cloud connections

In the Select Data Source dialog, you have several options to manage your SAP Analytics Cloud connections:

Using the context menu for a SAP Analytics Cloud connection, you can

Refresh the connection

Create a new connection

Edit the connection

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Delete the connection

Logon as (forced Window)

This option will ignore the saved API access token (credentials for SAC API). Therefore, you get a new browser window to
log on with your credentials. However, the API access token retrieved in this way will not be saved as user credentials,
and the logon is valid only for the current Excel session. For all the other standard logon cases to SAP Analytics Cloud
systems, the credentials are saved (less than 30 days) and will be re-used to logon to SAP Analytics Cloud without
prompting you for credentials.

Clear the credentials for this connection

This option removes your already cached SAC API Access token used to logon to a SAP Analytics Cloud without asking for
your credentials. Once the API Access token is cleared, you get a new browser window to log on with your
username/password or SSO for the next logon.

When there are no saved user credentials for a connection, the option is greyed out.

Related Information
Analyzing SAP Analytics Cloud models
Planning Data with SAP Analytics Cloud models

To insert a SAP Datasphere data source

You can insert and analyze SAP Datasphere analytical datasets of type InAModel as data sources in an Analysis workbook.

In the Select Data Source dialog, you can also manage your connections.

1. Select the cell in the worksheet where the crosstab with the data from the selected data source should be inserted.

2. Select Insert Data Source Select Data Source for Analysis .

The Log on to SAP BusinessObjects BI platform dialog box appears.

3. Select Skip to log on to SAP Datasphere.

Please note: When you're trying to connect to an insecure connection, you'll get a warning before you can proceed.
Please contact you system administrator if you need further information.

4. Select a SAP Datasphere connection in the list and press Next.

When logging on to a SAP Datasphere, Local System is preselected for Show Connections.

An external browser window is opened to enter your credentials.

5. Enter User and Password in the external browser window and press Log On.

After the successful logon, you can close the external window and continue in Analysis.

6. Select a data source in the Select Data Source box and press OK.

To be able to see datasets here, make sure that your user is a member of the space in SAP Datasphere where the
datasets are located.

For SAP Datasphere, the Select Data Source dialog consists of the following tabs:

Search

You can select if you want to search for the Description, Technical Name or All.

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To retrieve data sources that begin with a speci c string, you can type * after a partial string.

Area

A new crosstab with the data of the selected data source is inserted into the worksheet. The SAP style set SAP Black&White is
used as default. You can now analyze the data and change the displayed data set according to your needs. You can also add
other components to your analysis.

 Note
You can also activate Pause Refresh before inserting a data source. You can then insert a data source and de ne your
analysis on the Analysis tab in the design panel (columns, rows and lter). The crosstab with the data source and the de ned
analysis will only be inserted after Pause Refresh is deactivated again.

Managing SAP Datasphere connections

In the Select Data Source dialog, you have several options to manage your SAP Datasphere connections:

Using the context menu for a SAP Datasphere connection, you can

Refresh the connection

Create a new connection

Edit the connection

Delete the connection

Logon as (forced Window)

This option will ignore the saved API access token. Therefore, you get a new browser window to log on with your
credentials. However, the API access token retrieved in this way will not be saved as user credentials, and the logon is
valid only for the current Excel session. For all the other standard logon cases to SAP Datasphere systems, the
credentials are saved (less than 30 days) and will be re-used to logon to SAP Datasphere without prompting you for
credentials.

Clear the credentials for this connection

This option removes your already cached API Access token used to logon to SAP Datasphere without asking for your
credentials. Once the API Access token is cleared, you get a new browser window to log on with your
username/password or SSO for the next logon.

When there are no saved user credentials for a connection, the option is greyed out.

Related Information
Analyzing SAP Datasphere datasets

This is custom documentation. For more information, please visit the SAP Help Portal 8
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To insert a SAP HANA data source

You can insert and analyze SAP HANA data sources in a workbook.

1. Select the cell in the worksheet where the crosstab with the data from the selected data source should be inserted.

2. Select Insert Data Source Select Data Source for Analysis .

The Log on to SAP BusinessObjects BI platform dialog box appears.

3. Select Skip to log on to a SAP HANA system.

Please note: When you're trying to connect to an insecure connection, you'll get a warning before you can proceed.
Please contact you system administrator if you need further information.

4. Select a HANA system in the list and press Next.

When logging on to a HANA system, Local System is preselected for Show Connections.

5. Enter User and Password in the elds and press OK.

6. Select a data source in the Select Data Source box and press OK.

For HANA systems, the Select Data Source dialog consists of the following tabs:

Search

You can select if you want to search for the Description, Technical Name or All.

To retrieve data sources that begin with a speci c string, you can type * after a partial string.

Area

On both tabs, you can specify the objects to be displayed: All, Cube, Attribute View or Dimension View.

A new crosstab with the data of the selected data source is inserted into the worksheet. The SAP style set SAP Black&White is
used as default. You can now analyze the data and change the displayed data set according to your needs. You can also add
other components to your analysis.

 Note
You can also activate Pause Refresh before inserting a data source. You can then insert a data source and de ne your
analysis on the Analysis tab in the design panel (columns, rows and lter). The crosstab with the data source and the de ned
analysis will only be inserted after Pause Refresh is deactivated again.

Related Information
Pausing Refresh
Analyzing SAP HANA data sources

To insert a SAP S/4HANA Cloud data source

You can insert and analyze SAP S/4HANA Cloud queries and cubes as data sources in a workbook. You can also work with CDS
projection views of the type CDS analytical queries.

For more information about CDS analytical queries, please see the SAP S/4HANA Cloud help at CDS Projection Views.

In the Select Data Source dialog, you can also manage your connections.

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1. Select the cell in the worksheet where the crosstab with the data from the selected data source should be inserted.

2. Select Insert Data Source Select Data Source for Analysis .

The Log on to SAP BusinessObjects BI platform dialog box appears.

3. Select Skip to log on to SAP S/4HANA Cloud.

Please note: When you're trying to connect to an insecure connection, you'll get a warning before you can proceed.
Please contact your system administrator if you need further information.

4. Select an SAP S/4HANA Cloud connection in the list and press Next.

When logging on to an SAP S/4HANA Cloud, Local System is preselected for Show Connections.

An external browser window is opened to enter your credentials.

5. Enter User and Password in the external browser window and press Log On.

After the successful logon, you can close the external window and continue in Analysis.

6. Select a data source in the Select Data Source dialog and press OK.

To be able to insert data sources, make sure that your user has the business catalog SAP_BW_BC_AOF_PC (business
role template SAP_BR_EMPLOYEE) assigned in SAP S/4HANA Cloud.

For SAP S/4HANA Cloud, the Select Data Source dialog consists of the following tabs:

Search

You can select if you want to search for the Description, Technical Name or All.

To retrieve data sources that begin with a speci c string, you can type * after a partial string.

Area

7. Select a service name in the Select Service Name dialog and press OK.

Please note that service names can be de ned for CDS projection views of the type CDS analytical query. If your selected
data source has no service name de ned, the Select Service Name dialog is not shown, and this step is skipped.

For more information, you can see the ABAP CDS Development Tools: User Guide at Using Service Binding Editor for InA
Service.

A new crosstab with the data of the selected data source is inserted into the worksheet. The SAP style set SAP Black&White is
used as default. You can now analyze the data and change the displayed data set according to your needs. You can also add
other components to your analysis.

 Note
You can also activate Pause Refresh before inserting a data source. You can then insert a data source and de ne your
analysis on the Analysis tab in the design panel (columns, rows and lter). The crosstab with the data source and the de ned
analysis will only be inserted after Pause Refresh is deactivated again.

Managing SAP S/4HANA Cloud connections

In the Select Data Source dialog, you have several options to manage your SAP S/4HANA Cloud connections:

This is custom documentation. For more information, please visit the SAP Help Portal 10
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Using the context menu for an SAP S/4HANA Cloud connection, you can

Refresh the connection

Create a new connection

Edit the connection

Delete the connection

To insert a data source into a default workbook

You can de ne a workbook as the default workbook. The styles, formatting and the workbook settings that you de ned in the
default workbook are used when you open a data source. If you save the default workbook on a server, you can share it with
other users.

If you do not de ne a default workbook, the data source is opened with the SAP standard settings.

To open a data source with the default workbook

1. Open a data source in Analysis.

Choose File Analysis Open Data Source .

2. Log on to a platform and system.

3. Select a data source.

4. Press OK.

A new workbook with the data from the selected data source is created using the styles, formatting and workbook settings that
you de ned in the default workbook for the rst inserted data source. All elements that you have de ned for the rst data
source of your workbook are displayed with the data from the new selected data source. If the default workbook contains more
than one data source, the elements from the other data sources are also displayed with the data from the corresponding data
sources.

To open a data source without a default workbook

If you do not de ne a default workbook in the user options, the data source is opened with the following Analysis default
settings:

The crosstab is inserted starting in cell A1 in the worksheet.

The default style set is used for formatting. SAP style set SAP Black&White is the initial default.

Related Information
To de ne a default workbook

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To de ne a default workbook

Procedure
1. Open a workbook and insert a data source.

2. De ne the styles, formatting and workbook settings that you want to use for your default workbook.

You can insert other elements like charts or formulas for the data source. You can also change the data source alias.

 Note
You can insert more than one data source into a default workbook. The elements and settings from the rst data
source that you insert, are used as a reference when you open a data source with the default workbook. The elements
from the other data sources in the workbook are displayed unchanged when you open a new data source with the
default workbook.

3. Save the workbook locally or on a server.

4. Choose Options on the Analysis le tab to open the User dialog.

5. De ne the location of your default workbook.

Select Browse to browse to your default workbook.

6. Press OK.

Results
The selected workbook is de ned as the default workbook.

Related Information
User Options

To open a workbook
Context
You can open a workbook that is stored on the business intelligence platform, on a SAP BW platform or a SAP Analytics Cloud
platform. This allows you to see the navigation state that was saved with the workbook. You also see the workbook properties
that were saved with the workbook. These properties are part of the Component tab in the design panel.

You can navigate through the data and design different views on the data. You can also add new data sources or components.

Procedure
1. Choose File Analysis Open Workbook .

 Note
If all platforms are enabled in your Analysis installation, you will nd several icons for opening a workbook, one for
each platform.

2. Log on to the selected platform and BW system.

3. Select a workbook.

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You can search for a workbook name or select a workbook in the platform folder structure.

You can refresh the displayed document list by choosing Refresh in the context menu or pressing F5.

On the business intelligence platform, the Open Document dialog consists of the following tabs:

Search

You can select if you want to search for the Description, Technical Name or All.

If you search a workbook on the BI platform, you may nd two different object types: Analysis Workbook or
Microsoft Excel Workbook.

Folders

Favorite Folders

On the SAP BW platform, the Open Document dialog consists of the following tabs:

Search

You can select if you want to search for the Description, Technical Name or All.

My Documents

This tab shows the workbooks that you (the current user) have saved to the My Documents folder on the
BW platform.

Note that this does not mean that only you can access the workbooks in that folder. Other users can nd
the workbooks using the search and open them as Analysis does not support private workbooks.

Your administrator can build namespaces to enable private workbooks. For more information, contact your
system administrator.

Role

Environment

You can open EPM workbooks saved in the SAP Business Planning and Consolidation (BPC) repository.

You can access all environments with the respective EPM folder structure (private, public, teams).

To change an EPM workbook or save it to the BPC repository, you have to use the EPM plug-in in Analysis.

On the SAP SAP Analytics Cloud platform, the Open Document dialog consists of the following tabs:

Search

You can specify your search with All, Owned by Me or Shared with Me.

My Documents

This tab shows the workbooks grouped in the tenant structure, for example, MyFiles, PUBLIC and
SAMPLES.

4. Press OK.

The workbook is opened in Analysis.

5. Choose Refresh All to refresh the data sources.

 Note
If the workbook property Refresh Workbook on Opening is selected on the Components tab in the design panel, the
refresh is executed automatically. In this case, you do not need to refresh the data sources manually.

This is custom documentation. For more information, please visit the SAP Help Portal 13
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Results
The selected workbook is opened in Analysis, and you can start your analysis.

Related Information
Working with Analysis in Microsoft Excel
The Components tab
Platform Options

To save a workbook
Context
You can save a workbook on the business intelligence platform, on a SAP BW platform, on a SAP Analytics Cloud platform or as a
local le.

If you save a workbook to the BI platform, the workbook is saved as an Analysis Workbook object.

The workbook is saved with the current navigation state and selected properties. The workbook properties are part of the
Component tab in the design panel.

If you want to save a workbook as a local le, you can use the Microsoft Excel functionality choosing File Save As .

 Note
Microsoft Office documents contain free text elds. These text elds are not intended to store personal data without
additional technical or organizational measures to safeguard data protection and privacy.

To ensure that analytical data which is personal data and is retrieved from the servers with Analysis functionality, does not
get stored in documents, the Analysis workbook property Remove Data Before Saving can be active in those workbooks.

You can activate the property Remove Data Before Saving on the Components tab in the design panel.

As an administrator, you can also increase the con guration level of the setting RemoveDataBeforeSaving from
UserRoaming to PerMachine . With this con guration level, the administrator can de ne the setting and a user can no longer
change the value for the setting or change the de nition of the property on the Components tab as the check box is disabled.

The following procedure shows how you can save a workbook on a platform.

Procedure
1. Choose File Analysis Save Workbook .

 Note
If all platforms are enabled in your Analysis installation, you will nd several icons for saving a workbook, one for each
platform.

2. Log on to the selected platform and system.

3. Select the location where you want to save the workbook.

4. Enter a name and technical name for the workbook.

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5. Press Save.

The workbook is saved to the selected platform.

You can refresh the displayed document list by choosing Refresh in the context menu or pressing F5.

Results
The workbook is saved. You and other users with access to the server can open and analyze it.

Related Information
Working with Analysis in Microsoft Excel
The Components tab
Platform Options

To rename a workbook

Context
You can rename a workbook on the business intelligence platform and on a SAP BW platform.

Procedure
1. Choose File Analysis Open Workbook .

 Note
If all platforms are enabled in your Analysis installation, you will nd several icons for opening a workbook: one for
each platform.

2. Log on to the selected platform and BW system.

3. Select the workbook that you want to rename.

4. Open the context menu and select Rename.

5. Enter a new name for the workbook.

The technical name of a workbook cannot be changed.

Results
The workbook is renamed. You and other users with access to the server can open and analyze it again.

To delete a workbook

Context
You can delete a workbook on the business intelligence platform and on a SAP BW platform.

Procedure
1. Choose File Analysis Open Workbook .

This is custom documentation. For more information, please visit the SAP Help Portal 15
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 Note
If all platforms are enabled in your Analysis installation, you will nd several icons for opening a workbook, one for
each platform.

2. Log on to the selected platform and BW system.

3. Select the workbook that you want to delete.

4. Open the context menu and select Delete.

Results
The workbook is deleted.

To protect a workbook or worksheet

Context
You can protect a workbook or a worksheet in Analysis. The concept of protection in Analysis allows you to perform Analysis
OLAP navigation actions when a protection is de ned.

You can protect either a workbook or a worksheet.

Procedure
1. Choose File Analysis Protect Workbook .

2. You can protect the complete workbook or the current worksheet.

To protect the workbook, select Protect Workbook Protect Workbook .

To protect a worksheet, select Protect Workbook Protect Current Sheet .

The Workbook Protection or Worksheet Protection dialog appears.

3. Enter the password for the protection twice: in the Protection Password eld and in the Con rm Password eld.

4. Select the activities users are allowed to execute in spite of the protection.

If you select Insert Rows in the list, for example, all users are able to insert rows in the workbook or sheet. They don't
need to unprotect the workbook or sheet.

5. Press OK.

The workbook or worksheet protection is created.

Results
The workbook or worksheet is protected as speci ed.

To unprotect the workbook or worksheet again, enter the password.

If you only protect sheets of type Non-COF in a workbook, the sheets of type Analysis in the workbook can be used with full
functionality.

If you use the standard Microsoft Excel functions to protect a worksheet or workbook, OLAP navigation will not be possible for
these objects.

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Note that you can't use the Analysis workbook protection and the MS Excel workbook protection at the same time.

To launch Analysis from a BW system

Context
You can launch Analysis from a BW system in the SAP GUI. Before launching, you can also select the data source that should be
displayed in Analysis.

Procedure
1. Log on to a BW system.

2. Open the Analysis Launcher.

Execute transaction RAAOE to open the Analysis Excel Launcher.

Execute transaction RAAOP to open the Analysis PowerPoint Launcher.

3. Select the Type you want to open with Analysis:

The following types can be selected:

Client Only

If you select this option, Analysis is opened and the connection information (system, client, language, user and
password) is transfered to Analysis. Therefore the connected user can open data sources and workbooks
(respectively presentations) without logging on again.

Document

If you select this option, you can select a workbook or presentation in the next step.

Query

If you select this option, you can select a query in the next step.

Query View

If you select this option, you can select a query view in the next step.

4. Select an object in the Document box

You can use input help to select an object. Input help lists the objects available in the system depending on the object
type selected.

5. Select the checkbox Force Refresh if the document should be refreshed in Analysis.

The document will be refreshed regardless of your selection for the two properties Refresh Workbook on Opening and
Refresh Planning Objects on Refresh All on the Components tab. If you do not select the checkbox, your de nition for the
two properties will be applied.

6. Press Execute.

Results
Analysis is opened, and the selected object is displayed. If you have selected type Client Only, no objects are displayed, but you
can open a data source or workbook/presentation without logging on to the BW system again.

The BW system switches automatically back to the start menu.

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To convert a BEx workbook

Context
You can convert workbooks created with SAP BEx Analyzer 3.5 and SAP BEx Analyzer 7.0 to an Analysis workbook. In the
Conversion options dialog, you can specify which BEx objects should be converted and you can also specify whether a conversion
log should be created.

Procedure
1. Choose File Analysis Convert BEx Workbook .

2. Select the SAP BW system and press Next.

3. Enter your user and password to log on to the system.

4. Select the workbook you want to convert.

You can search for the name or technical name of the workbook or you can select it in a folder. BEx Analyzer workbooks
have the following icon in the workbook list: .

5. Press OK.

The conversion starts directly. Depending on your selection in the conversion options, the following objects will be
converted:

BEx Analyzer object Analysis object

Workbook Workbook

Data Provider Data Source

Item: Grid Crosstab

Chart Chart

Item: List Of Filters Formulas: SAPGetDimensionEffectiveFilter and

SAPGetDimensionInfo

Item: Dropdown Box Component: Filter with single member selection

Item: Checkbox Group Component: Filter with multiple member selection

Item: Radio Button Component: Filter with single member selection

Item: Text Different info elds and formulas

Item: Message Formula: SAPListOfMessages

Planning Objects used in item Button Planning Objects

Styles The style is not converted. The converted workbook is

displayed with the default Analysis style set.

Item: List of Conditions The list is not converted. The conditions are available as BEx
conditions in Analysis and can be activated and deactivated
with the menu.

Item: List of Exceptions The list is not converted. The exceptions are available as
Conditional Formatting in Analysis and can be activated and
deactivated with the menu.

VBA API Customer-speci c code is not converted, but it is available in

the workbook after the conversion.

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BEx Analyzer object Analysis object

Navigation Pane No conversion. You can use the design panel in Analysis.

Item: Dropdown Box (displaying query views) No conversion.

Item: Button No conversion.

Results
After the conversion, the converted workbook is opened in Analysis. You can save the newly created workbook to a platform and
continue your analysis.

Related Information
Conversion log
Conversion Options

Conversion log
The conversion log contains the conversion status for all objects in the BEx workbook. In the conversion options, you can specify
whether a conversion log should be created during the conversion and whether it should be stored in a visible or hidden sheet in
the workbook.

At the top of the conversion log, a message is displayed informing you whether conversion was successful. The ID of the BEx
workbook and the selected conversion option are shown too. Possible selections are to convert all objects, data sources and
crosstabs or data sources only.

The objects of the BEx workbook are then displayed with the conversion status in three lists: one for data providers, one for
planning objects and one for items (all other objects on the workbook). The list contains the following columns:

Status

The status can be Converted, Not Converted or Ignored.

Type

The objects type is displayed. Examples are DATAPROVIDER, GRID or NAVIGATION_PANE.

Text

The technical name of the object is displayed.

Data Provider / Alias

The alias of the data provider is displayed.

Message

A message is displayed if the conversion status is Not Converted or Ignored.

 Example
An object with status Ignored can have the following message: Item not converted due to current conversion settings.

Sheet Range

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You can select the sheet range to go to the object in the workbook.

Designing Workbooks
After inserting a crosstab with data, you have various options to design your workbook in Analysis.

You can apply one of the SAP style sets to the workbook and you can also de ne new style sets. To illustrate the data, you can
insert charts, dynamic and waterfall charts. If different users use the workbook, it could be helpful to add info elds with
information on the data source and lter status.

You can use conditional formatting to highlight important values or unexpected results in your data. With Table Design, you can
edit single elements in a crosstab. For example, you can add a new line to the crosstab. The changes made using Table Design
persist after navigation steps that force a rebuild of the crosstab, like a refresh.

With grouping crosstabs, you can combine several crosstabs in the workbook to one crosstab. If you link dimensions in a
workbook, an action on a linked dimension affects the same dimension in other data sources in the same way.

Furthermore, you can use BW workspaces, convert crosstab cells to formula, create Web Applications and smart copy/paste
data sources.

For more sophisticated workbook design, the Analysis plug-in contains a dedicated set of functions in Microsoft Excel to access
data and meta data of connected BW systems. There are also several API functions available that you can use with the Visual
Basic Editor, to lter data and set values for BW variables.

Related Information
Analysis Design tab
Inserting other components
De ning Conditional Formatting
Editing crosstabs with Table Design
De ning style sets for crosstabs
Grouping crosstabs
Linking dimensions
Inserting data sources using BW Workspaces
Converting crosstab cells to formula
Creating Web Applications
Launching the Query Designer for editing a data source
To smart copy/paste a data source
To save a query view
Working with formulas
Working with macros

Analyzing Data
On the Analysis tab in the ribbon, you have different options to analyze your data.

Using the design panel, you can analyze the data and change the view on the displayed data. You can add and remove
dimensions and measures to be displayed with drag and drop. To avoid single refreshes after each step, you can pause the
refresh to build a crosstab. After ending the pause, all changes are applied at once.

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You can re ne your analysis using lters, prompting, calculations and display hierarchies. You can also calculate new measures
based on existing ones and de ne the display of members, measures and totals in the crosstab.

 Note
When your analysis requires a data update from the server (BW and HANA) and the crosstab is redrawn, you might get a
dialog with the option to cancel your request. By default, the dialog appears after 5 seconds. You can use the setting
CancelPopupDelay to de ne another time in seconds for the dialog.

If you cancel the server request, you can select Restart to go back to the workbook and refresh all the data sources in the
workbook. Or you select Close to go back to the workbook, and the data sources in the workbook are disconnected. Note that
the refresh of all data sources that is started automatically with the option Restart could take very long.

If you don't cancel the server request, the dialog will disappear automatically when the server request is completed.

With Microsoft Excel functionality, you can add a note to a cell by inserting a comment. You can edit the text in comments and
delete comments that you no longer need.

You can also plan business data based on the current data in your data source. You can enter the planning data manually and
you can enter planning data automatically using planning functions and planning sequences of SAP BW Integrated Planning.

Related Information
Analysis tab
Analyzing data with the design panel
Prompting
Filtering data
Sorting data
Working with hierarchies
Calculating new measures
De ning the display of members, measures and totals
To jump to a target with Goto
Commenting data cells
Planning Data
Analyzing SAP Analytics Cloud models
Analyzing SAP HANA data sources

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