How to Apply Two Advanced Features of BusinessObjects Analysis, Edition for Microsoft Office, to BusinessObjects Design Studio

  • by Ned Falk, Senior Education Consultant, SAP
  • May 24, 2016
Learn about the integration between two key SAP BusinessObjects tools: BusinessObjects Analysis, edition for Microsoft Office, and Design Studio. Specifically, two features, calculations and conditional formatting, are not in Design Studio natively, but are enabled when you integrate them with BusinessObjects Analysis, edition for Microsoft Office.
Learning Objectives

Reading this article, you will:

  • Learn how to use two SAP BusinessObjects Analysis, edition for Microsoft Office, features: conditional formatting and dynamic calculations
  • Understand the benefits SAP BusinessObjects Analysis’s copy-and-paste feature and similar features, such as creating web applications, that integrate these two reporting tools:  BusinessObjects Analysis, edition for Microsoft Office, and BusinessObjects Design Studio
Key Concept

BusinessObjects Design Studio is positioned as a dashboarding and cockpit-building toolset to build complex and, if designed correctly, easy-to-use reporting tools for all levels of users. BusinessObjects Analysis, edition for Microsoft Office, on the other hand, is an Excel-based advanced analysis toolset for use by analysts.

Although BusinessObjects Design Studio applications build useful dashboards for analysis by all levels of users, the tool does not allow calculations to be added in an ad-hoc manner. Although the source object, such as the BEx Query or SAP HANA view, can have calculations, another option is needed so that the end analyst—the ultimate expert—can help design the guts of the dashboard (e.g., how the dashboard looks, and the data that feeds it). One option is to use SAP BusinessObjects Analysis, edition for Microsoft Office, to pass this information to the designer of the dashboard.

Note
In the context of this article, BusinessObjects Design Studio applications are referred to as dashboards. This term should not be confused with the older product, SAP Dashboards.

BusinessObjects Analysis, edition for Microsoft Office, is the main Excel-based analysis tool offered by SAP. As such, analysts can use their knowledge of Excel to access and manipulate data from a warehouse with advanced features over and above the pivot table, such as drag-and-drop features with which you may already be familiar. Two of these advanced features include conditional formatting and on-the-fly calculations that are commonplace in BusinessObjects Analysis, edition for Microsoft Office, but are not available in Design Studio. However, there is a little-known feature that allows the formatting, navigation, and complex calculations from BusinessObjects Analysis, edition for Microsoft Office, to be copied and then pasted and into Design Studio, thus enhancing the dashboard’s presentation and analysis power. These underutilized features are the main focus of this article.

Note
I do not show the specific steps required to set up conditional formatting in either the BW Query or the BusinessObjects Analysis, edition for Microsoft Office, workbook, nor do I go into the intricacies of adding calculations to workbooks. I assume readers are already familiar with these topics. If you are not, consider taking SAP Training Class BOAN10.

Remember the features I am addressing are only available in BusinessObjects Analysis, edition for Microsoft Office, so I first show how to create them in BusinessObjects Analysis, edition for Microsoft Office, and then I show how to cut and paste them into Design Studio.

The Conditional Formatting Feature of BusinessObjects Analysis, edition for Microsoft Office, in Brief

The first feature, conditional formatting, is where cells are either colored or icons are added to the cells to highlight information and alert the user to issues with the data. For example, sales of over 1,000,000 are colored green, and sales of less than 1,000 are in red.

Ned Falk

Ned Falk is a senior education consultant at SAP. In prior positions, he implemented many ERP solutions, including SAP R/3. While at SAP, he initially focused on logistics. Now he focuses on SAP HANA, SAP BW (formerly SAP NetWeaver BW), SAP CRM, and the integration of SAP BW and SAP BusinessObjects tools. You can meet him in person when he teaches SAP HANA, SAP BW, or SAP CRM classes from the Atlanta SAP office, or in a virtual training class over the web. If you need an SAP education plan for SAP HANA, SAP BW, BusinessObjects, or SAP CRM, you may contact Ned via email.

See more by this author


Comments

No comments have been submitted on this article. 


Please log in to post a comment.

To learn more about subscription access to premium content, click here.