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FastFacts
Feature Presentation
December 2, 2014
To dial in, use this phone number and
participant code…
Phone number: 888-651-5908
Participant code: 182500
To participate via VoIP…
You must have a sound card
You must have headphones or
computer speakers
© 2014 The Johns Hopkins University. All rights reserved.
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Today’s Topic
We’ll be taking a look at…
Analysis - Basic Navigation
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Today’s Presenter
Jim Wax
Accounting Manager
Quality Control
Contact: jwax@jhu.edu
443-997-4750
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Session Segments
Presentation
In this session, Jim Wax will demonstrate basic navigation of
Analysis. This will include how to access Analysis, locating and
launching reports, exploring the new layout, discussing new
functionality and how to customize reports.
During Jim’s presentation, your phone will be muted.
Q&A
After the presentation, we’ll hold a Q&A session.
We’ll open up the phone lines, and you’ll be able to ask
questions.
Jim will answer as many of your questions as time allows.
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Contact Us
If you would like to submit a question during the presentation or if
you’re having technical difficulties, you can email us at:
fastfacts@jhu.edu
You can also send us an instant message!
GoogleTalk – HopkinsFastFacts@gmail.com
AOL Instant Messenger – HopkinsFastFacts
MSN – FastFacts@jhu.edu
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Survey
Survey
At the end of this FastFacts session, we’ll ask you to complete a
short survey.
Your honest comments will help us to enhance and improve
future FastFacts sessions.
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How To View Full Screen
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Analysis - Basic Navigation
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Objectives
After today’s presentation you will be able to:
Identify how to access Analysis
Locate Analysis reports
Launch a report
Demonstrate functionality of the prompt screen (same as
variable screen in current BW)
Distinguish the three areas of the Analysis workspace
Locate and identify functionality and features of the toolbar
Customize a report
Identify how to save a customized report
Retrieve a saved report
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How to Access Analysis
Access Analysis through the Enterprise Reporting tab in SAP
There is a new version of the SAP BW News located here
BW News offers information about daily BW data loads
Notifications of BW events and changes are also found here
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How to Access Analysis
Click Open Analysis from BW News page on the Enterprise
Reporting tab
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Analysis
The link will launch the Business Objects Launchpad
Analysis workspaces are stored in folders similar to the BW Report
Center today
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Home Tab
The Home tab contains:
Recently viewed documents
Inbox
Recently run documents (not used)
Alerts (not used)
Applications (not used)
Refer to screen shot on the next slide
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Home Tab
Not
Used
Not Used
Not Used
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Documents Tab
The Documents tab is where workspaces can be found
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Documents Tab
My Documents contains a user’s favorites and inbox
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Documents Tab
Folders lists the folders containing workspaces
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Documents Tab
Search allows a user to search for workspaces
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Find an Analysis Workspace
Navigate through the folders to find the BW Reports
There is also a search function available
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Open an Analysis Workspace
Double-click on a workspace to open it
A new tab will open and a prompt screen will appear
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Live Demo
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Prompt Screen
The Prompt (variable) screen is used to narrow down the data that
the report retrieves
The Prompt screen looks and behaves similar to the BW Report
Center Variable screen
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Prompt Screen
Mandatory (required) prompts will be designated by a red asterisk (*)
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Prompt Screen
Fill in the mandatory prompts by typing a value
Or select the value from the member selector list
Fill in optional variables to report on additional criteria
Use the drop down arrow to open the optional variables
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Prompt Screen
Click OK to execute the report
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Report Layout
Across the top of the report layout will be tabs
Home tab
Documents tab
Tabs for open workspaces
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Reporting Tabs
Open workspaces will each have their own tab
Users can have multiple tabs (reports) open at once
For best performance, close tabs when not actively using them
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Report Layout Overview
A workspace has three main sections
Data panel
Layout panel
Results area
Each section can be closed to provide more screen real estate
Sections can be re-opened at any time
Let’s review each area on the next few slides.
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Report Layout – Data Panel
The left-hand section is the Data panel
It contains the free characteristics that can be added to the report
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Report Layout – Data Panel
The Data panel can be closed by
clicking the double arrows
It can be opened by clicking the Data
button
Clicking the Prompt button will reopen
the Prompt (variable) screen
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Report Layout – Layout Panel
The middle section is the Layout Panel
It show the rows, columns and background filters displayed on the
report
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Report Layout – Layout Panel
Close the Layout panel with the X in
the upper right corner
It can be opened by clicking the
Layout button from the toolbar
The panel can be resized by dragging
the right hand side
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Report Layout – Results
The right section is the Results panel
It displays the resulting data from executing the report
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Scrolling
Use the scrollbars at the bottom to view all the characteristics and key
figures
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Scrolling
The scrollbar on the right is used to view all the data in the report
Note: data is not broken into pages like BW Report Center
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Toolbars
There are several toolbars within the Analysis tool
The upper left toolbar has icons for:
New Analysis (not used)
Open Analysis (not used)
Save
Email
Export
Print
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Toolbars
The lower-left toolbar has icons
for:
Undo
Paste Analysis
Redo
Delete
Discard all changes
Open Layout
Copy Analysis
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Toolbars
The toolbar on the right has three tabs.
Analyze
Insert
Display
Click each tab to view the sub-menus below them
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Toolbars
The Analyze toolbar has buttons for:
Filter
Sort
Custom Calculations
Conditional Formatting (same as exceptions in BW Report Center)
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Toolbars
The Insert toolbar has buttons for:
Insert New or Sub Analysis
Insert a vertical bar chart
Insert a line chart
Insert a pie chart
Insert a horizontal bar chart
Insert other types of charts
Switch chart to a different type of chart
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Toolbars
The Display toolbar has buttons for:
Swap Rows and Columns
Create custom hierarchy
Format measures (key figures)
Move location of totals
Show/Hide Nulls and Zeros
Focused Analysis
Update Sub-Analysis
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Toolbars
On the far right of the toolbar section are two buttons:
Help (SAP Standard Documentation)
Auto Update – used to pause and un-pause data refresh
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Customizing Workspaces
Analysis workspaces can be customized to show specific data
Customizing a workspace includes tasks such as:
Adding additional characteristics
Removing characteristics
Reordering columns
Resizing columns
Changing display of characteristics
Filtering data
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Add Characteristics
Additional characteristics can be added to the report to show more
detail
To add a characteristic, simply drag it from the data panel to the
layout panel
You can add it in any position on the report
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Remove Characteristics
To remove characteristics, drag them from the layout panel back to
the Data panel
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Reordering Characteristics
To reorder the characteristics, move them around within the Rows
pane by dragging and dropping them.
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Auto-Update
Click Auto Update to pause the refresh
Result area will turn gray
Add, remove and change column order
Click Auto Update to refresh report data
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Resize Columns
Drag the column border to resize any of the columns
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Display Properties
To change the display of a characteristic, right-click the header and
choose Display as  Desired format
You can choose Key or Text only, or a combination of the two
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Filtering
Add a filter to view a subset of the report data
To filter, double-click a characteristic in the rows pane
Select only the values you wish
to display
Click OK
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Saving Favorites
Customized workspaces can be saved to a user’s favorites
To save a copy of the workspace, click the arrow next to the Save
button on the toolbar
Choose Save As…
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Saving Favorites
Workspaces are saved under a user’s favorites folder
Give the workspace a meaningful name
Click the Save button
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Saving Favorites
If you want to save the prompt values with the workspace, check the
checkbox for Save Prompt Values on the prompt screen first.
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Retrieving Favorites
Workspaces can be retrieved from a users favorites area
Go to the Documents tab  My Documents  My Favorites
Double-click a workspace to open it
Workspaces can be further organized into sub-folders
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Log Off
When you are finished with Analysis be sure to log off.
Click the Log off link in the top right-hand corner.
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End Live Demo
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Resources
This page contains links to the various resources mentioned throughout this presentation.
You can click on the links or copy and paste the links into your web browser.
JHU Finance Website:
http://finance.jhu.edu/reports_guides/analysis/overview.html
JHU Finance:
fqchelp@jhu.edu or 410-516-3277
SAP at Hopkins:
http://www.sapathopkins.org/
SAP Portal:
http://sap.johnshopkins.edu/
Training Questions:
learning@jhu.edu
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Q&A
We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide
instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us
during the presentation.
If there’s a question that we can’t answer, we’ll do some research
after this session, and then email the answer to all participants.
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Thank You!
Thank you for participating!
We would love to hear from you.
Are there certain topics that you would like us to cover in future
FastFacts sessions?
Would you like to be a FastFacts presenter?
Please email us at: fastfacts@jhu.edu
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Survey
Before we close, please take the time to complete a short survey.
Your feedback will help us as we plan future FastFacts sessions.
Click this link to access the survey…
http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!