epm add-in for microsoft office what's new

PUBLICSAP BusinessObjects EPM solutions, add-in for Microsoft OfficeDocument Version: 10.0 – August 2015

EPM Add-in for Microsoft Office What's New

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Content

1 Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 What's New Compared to Planning and Consolidation 7.5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42.1 Terminology Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42.2 User Interface Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42.3 Moved Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42.4 EvDREs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

EvDRE Migration - Equivalent Features in the EPM add-in. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Existing EvDRE - Differences in version 7.5 and version 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

2.5 EV Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112.6 New Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142.7 Features in version 7.5 that are not Provided by the EPM add-in. . . . . . . . . . . . . . . . . . . . . . . . . . . . 152.8 Precisions on Other Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162.9 List of Macros in version 7.5 and macros in version 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

3 What's New Compared to Analyzer 7.5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203.1 Terminology Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203.2 User Interface Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203.3 Enhanced Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213.4 New Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223.5 Limitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .243.6 Report Migration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

4 Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

2 PUBLICEPM Add-in for Microsoft Office What's New

Content

1 Introduction

The EPM add-in version 10.0 merges and replaces the features offered by:

● The Analyzer module of SAP BusinessObjects Extended Analytics 7.5.● The Interface for Office (Interface for Excel, Interface for Word and Interface for PowerPoint) of SAP

BusinessObjects Planning and Consolidation 7.5.

The EPM add-in is provided with the following EPM solutions:

● SAP BusinessObjects Financial Consolidation 10.0.● SAP BusinessObjects Profitability and Cost Management models 10.0.● SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver 10.0.● SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform 10.0.

EPM Add-in for Microsoft Office What's NewIntroduction PUBLIC 3

2 What's New Compared to Planning and Consolidation 7.5

2.1 Terminology Changes

Some terms have changed for SAP BusinessObjects Planning and Consolidation.

The following terms that have changed are used in the EPM add-in:

Terms in version 7.5 Terms in version 10

current view context

application set environment

application model

input schedule input form

dynamic hierarchies ownership-based hierarchies

submit save

Content Library Documents

2.2 User Interface Changes

The EPM add-in contains dialog boxes where there were none in version 7.5. For this reason, the add-in offers a completely different interface and way of working, meaning that you will be able to perform the same actions as in version 7.5 but in a different way.

The following already existing user interface items in version 7.5 have been renewed or enhanced:

● New pane. You can create reports by using the EPM pane. You can either place dimensions in the appropriate sections of the pane or drag and drop the dimensions directly into the worksheet.

● Context. The context can still be displayed inside the pane but can now also be displayed in a dedicated horizontal bar: the EPM Context bar. You can specify display settings for the bar.

2.3 Moved Features

The following features that were available in the Interface for Excel in version 7.5 are available in version 10.0 in the Consolidation Central view of the web client of Planning and Consolidation.


What's New Compared to Planning and Consolidation 7.5

● Actions on journals. Using the EPM add-in, you can click a dedicated button from the EPM tab of the Excel ribbon as a shorcut to the Journals view in Consolidation Central. All actions on Journals are performed in the Journals view.

● Setup of ownership-based hierarchies (new name for "dynamic hierarchies"). The ownership-based hierarchies are set up in the Ownership Manager view in Consolidation Central. In the EPM add-in, you can then display in a report how the group structure has evolved over time.

2.4 EvDREs

In version 7.5, you create EvDREs. In the EPM add-in 10.0, you create reports, set options and format the reports in the user interface, using items such as dialog boxes to achieve the same results.

● Creating ReportsThere are different ways of creating reports in the EPM add-in. The two main dialog boxes to create and modify a report are the Report Editor and the Member Selector.

● Setting OptionsYou can specify various options for reports in the EPM add-in, in the following dialog boxes: User Options, Sheet Options, Options tab of the Report Editor.

● Defining Formatting SettingsYou can define all the format settings to be applied to reports in the EPM add-in, in the dynamic formatting sheet.

However, with the EPM add-in 10 SP04 Patch 01, you can open and use the EvDREs you have created in version 7.5. Some behavior differences exist between version 7.5 and version 10 SP04 Patch 01. For more information, see Existing EvDRE - Differences in version 7.5 and version 10 [page 7].

2.4.1 EvDRE Migration - Equivalent Features in the EPM add-in

In this section, the corresponding EPM add-in features are listed for EvDRE items.

NoteThe EvDRE migration is documented in the SAP BusinessObjects EPM Solutions, add-in for Microsoft Office Help.

KeysRange

EvDRE items Equivalent features in EPM add-in

PageKeyRange, RowKeyRange,ColKeyRange EPM pane or Layout tab of the Report Editor

EPM Add-in for Microsoft Office What's NewWhat's New Compared to Planning and Consolidation 7.5 PUBLIC 5


CellKeyRange Keep Formula on Data option in the Sheet Options or local member to be defined in the Local members tab of the Report Editor.

GetOnlyRange Read-only Data tab of the Report Editor

ExpansionsRange


ExpandIn ● equivalent features for the COL and ROW parameters: EPM pane or Layout tab of the Report Editor

● equivalent features for the SHEET parameter: Worksheet Generation

Dimension EPM pane or Layout tab of the Report Editor

MemberSet Member Selector or EPMDimensionOverride function.

BeforeRange, AfterRange EPMInsertCellsBeforeAfterBlock function

Suppress Remove Empty Rows and Remove Empty Columns options in the Sheet Options or the Options tab of the Report Editor.

Insert entering members directly in a sheet or using the Member Selector

SortRange


SortRange Sorting tab of the Report Editor

OptionRange


AutoFitCol Auto Fit Column Width option in the Sheet Options and User Options

Bottom Ranking tab of the Report Editor

DumpDataCache No longer used by version 10.0 technology.

ExpandOnly Dynamic selection in the Member Selector

GroupExpansion Display ownership-based hierarchies in a report.




HideColKeys Display Name options in the Sheet Options

HideRowKeys Display Name options in the Sheet Options

NoRefresh Freeze Data Refresh in the User Options and Report Options

NoSend Freeze Data Save in the Report Options

PctInput No longer used by version 10.0 technology.

QueryEngine No longer used by version 10.0 technology.

QueryType No longer used by version 10.0 technology.

QueryViewName No longer used by version 10.0 technology.

ShowComments Keep Formula on Data and Show Source Data in Comments in the Sheet Options and the Options tab of the Report Editor

ShowNullAsZero Empty Cell Default Value option the Sheet Options and the Options tab of the Report Editor

SortCol Member Sorting and Grouping feature in the Member Selector

SqlOnly Display Only Base Level Data in the Options tab of the Report Editor

SumParent Calculate Parents in Hierachies option in the Sheet Options and the Options tab of the Report Editor

SuppressDataCol Excluded Members tab in the Options tab of the Report Editor

SuppressDataRow Excluded Members tab in the Options tab of the Report Editor

SuppressNoData Remove Empty Rows and Remove Empty Columns options in the Sheet options and the Options tab of the Report Editor

Top Ranking tab of the Report Editor

FormatRange

All the format settings are specified in the "dynamic formating sheet" in the EPM add-in. You can display and modify the format settings by selecting View Formats from the EPM tab of the Microsoft Office Excel ribbon.

2.4.2 Existing EvDRE - Differences in version 7.5 and version 10

With the EPM add-in 10 SP04 Patch 01, you can open and use the EvDREs you have created in version 7.5.


NoteAs the EPM add-in does not enable to create EVDREs, the UI dialog box enabling to create them does not exist anymore and when you enter =EVDRE( ) in a cell and perform a refresh, it does not work anymore.

However, some differences (listed below) exist between version 7.5 and version 10 SP04 Patch 01.

Workbook Options

The following options do not exist anymore in the workbook options:

● "Override Current View" options: the equivalent features in the EPM add-in is the Context Lock in the Context Options. Also, as an equivalent to the "Save CV with active book" option that existed in version 7.5, you can use the Context Lock feature.

● "Refresh after data send": the equivalent feature in the EPM add-in is the Save Data (button in the EPM tab of the ribbon).

● "EVDRE: Refresh by sheet": the equivalent feature in the EPM add-in is the Refresh (button in the EPM tab of the ribbon).

Select Members Command

In the contextual menu, the "Select members" command does not exist in version 10. The equivalent feature in the EPM add-in is the Insert Member feature.



Member Order for BAS Keyword

When specifying the BAS keyword, the same members are retrieved, but in a different order.

● In version 7.5, based on the hierarchy above, the members are retrieved in the following order: Entity 1, Entity 2, Entity 3, Entity 4, Entity 5, Entity 6, Entity 7, Entity 8.

● In version 10, based on the hierarchy above, the members are retrieved in the following order (hierarchy level order): Entity 8, Entity 1, Entity 2, Entity 7, Entity 3, Entity 4, Entity 5, Entity 6.

Default Expand/Refresh

In version 7.5, by default, when clicking the Expand button in the ribbon, the workbook was expanded. Now in version 10, the worksheet is expanded by default.

SumParent

The version 10 equivalent feature to the version 7.5 SumParent option is the Calculate Parents in Hierarchies option.


However, there is a slight difference between the versions: when saving data to the server, the sum calculated on nodes were not even tried to be saved in version 7.5. In version 10, the system takes these data into account, try to save them, do not save them and displays a message indicating to the user that the data have been rejected.

Dynamic hierarchies / Ownership-based hierarchies

Note"Dynamic hierarchies" have been renamed into "Ownership-based hierarchies" in version 10.

In version 10, the two hierarchies Group and Entity are merged into a virtual hierarchy (based on the relations defined in the ownership-based hierarchy) and the dynamic selection is applied to the virtual hierarchy.

Here is an example.

This is the Group hierarchy:

This is the Entity hierarchy:

Based on the relations between Group members and Entity members, and according to Category and Time, the two Group and Entity hierarchies are merged into the following virtual hierarchy :



If the dynamic expansion you have defined is DEP(G2), these members will first be retrieved:

Group Entity

E3

E4

G4

G5

Then, the groups corresponding to entities E3 and E4 are retrieved and the entites corresponding to groups G4 and G5 are retrieved. This is what you will see as a result:

Group Entity

G2 E3

G2 E4

G4 E - G4

G5 E - G5

2.5 EV Functions

Changes to EV functions available in version 7.5 include the following:

● Some function names have changed.● Some functions are now features.

Renamed EV Functions

The following functions have been renamed:


Notethe version 7.5 names still continue to work, namely when you migrate EvDREs.

EV functions in version 7.5 EPM functions in version 10.0

EvAPD EPMModelCubeDesc

EvAPP EPMModelCubeID

EvASD EPMEnvDatabaseDesc

EvAST EPMEnvDatabaseID

EvBET EPMComparison

EvBNV EPMBook

EvCGP EPMCommentPartialContext

EvCGT EPMCommentFullContext

EvCOM EPMSaveComment

EvCVW EPMContextMember

EvDES EPMMemberDesc

EvDIM EPMDimensionType

EvDNV EPMDocumentList

EvGET EPMRetrieveData

EvGTS EPMScaleData

EvHOT EPMLink. Also, equivalent feature in the EPM add-in: Quick Links.

EvHNV EPMURL

EvLCK EPMWorkStatus

EvMBR EPMSelectMember

EvMNU EPMExecuteAPI

NoteThe name EvMNU has changed to EPMExecuteAPI, and its parameters have changed. Therefore, former EvMNU functions are not supported.

EvPRO EPMMemberProperty

EvPRP EPMDimensionProperty

EvRNG EPMCellRanges

EvRTI EPMRefreshTime

EvSND EPMSaveData

EvSVR EPMServer

EvTIM EPMMemberOffset



EV functions in version 7.5 EPM functions in version 10.0

NoteThis function can be used for any dimension, not just the Time dimension. Consequently, the "Level" parameter does not support the 7.5 keywords, such as YEAR and MONTH.

EvUSR EPMUser

OsCLD EPMDocument

EV Functions Turned into Features

The EV functions (in the following table) that are available in version 7.5 are now features in the user interface.

Therefore, these EV functions are not supported anymore.

EV functions in version 7.5 Features in version 10.0

EvENE, EvEXP, EvSET Use the Report Editor and the Member Selector to create a report with ranking and sorting features and hierarchical dynamic selection (New Report or Edit Report button in the EPM tab of the ribbon).

EvHOT Use Quick Links to access a report from another report (Quick Links button in the EPM tab of the ribbon).

EvINOP Enter data in the worksheet and perfom a data save (Save Data button in the EPM tab of the ribbon).

EvLST Create a local member with the EPMMEMBER variable ( in the EPM tab of the ribbon: New Report or Edit Report button, then Local Members tab).

EvNXP Create a report with hierarchical dynamic selection and nested dimensions.

EvPXR Create a report and use the Member Selector to select members based on their property values.

EvSEN Save the worksheet or workbook without a refresh (in the

EPM tab of the ribbon: Save Data Save Worksheet

Data or Save Workbook Data).

OsAMT This function was related to the Insight module in version 7.5.


2.6 New Features

The following features are new in the EPM add-in version 10.0, compared to Planning and Consolidation Interface for Office 7.5:

Report Creation by Drag and Drop in the Worksheet

Using the EPM pane, you can create reports by dragging and dropping the dimensions directly in the worksheet.

Member Recognition

You can create a report manually: you can enter dimension members and Microsoft Office Excel formulas directly in a cell of a report. When the Member Recognition is activated, the members are automatically recognized and the Microsoft Office Excel formulas are automatically converted into local members.

Local Members

You can create members mainly for calculations on the current report. These members are called "local members". Local members have the same behavior as any other member, but they contain standard Microsoft Office Excel formula or EPM functions.

Data Filtering

You can filter data in a report by using the Filtering of the Report Editor.

Expand/Collapse in the Page Axis

You can perform an expand or a collapse on a member that is part of the column axis.

Switching Axes

Directly from the EPM pane, you can invert the row and the column axes of a report.



Report Highlight

Directly from the EPM pane, you can highlight the current report. When a sheet contains several reports, it enables you to differentiate reports from one another.

Formatting on Hierarchy Levels

Using the dynamic formatting sheet, you can define format settings for the different levels of hierarchies (structural or relative hierarchies).

Book Publication: new for Planning and Consolidation, version for SAP NetWeaver

The Book Publication is available in the EPM add-in for Planning and Consolidation, version for SAP NetWeaver.

NoteIn version 7.5, this feature was only available for Planning and Consolidation, version for the Microsoft platform.

You can access the Book Publication feature by selecting EPM Book Publication from the Excel ribbon.

2.7 Features in version 7.5 that are not Provided by the EPM add-in

The following features that were provided by Planning and Consolidation, version for SAP NetWeaver and/or Planning and Consolidation, version for the Microsoft platform are not available in the EPM add-in:

● Custom menus and EvMNU parameters. In the EPM add-in, you can however define the following shortcuts to EPM add-in features:○ Execute a macro directly from a worksheet cell, by using the "EPMExecuteAPI" function.○ Display Business Process Flow actions and execute them from the EPM pane.

● VBA macros: the EPM add-in provides macros, but with different names. If you want to use macros, you need to use the new ones. To consult the list of macros in version 7.5 and the correponding macros in version 10, see List of Macros in version 7.5 and macros in version 10 [page 16] in this document. All new macros are documented in the API section of the SAP BusinessObjects EPM Solutions, add-in for Microsoft Office Help.

● Some EV functions are no longer supported. See EV Functions [page 11].● Data save (called "data submit" in version 7.5) is not available in the EPM add-in when using Microsoft

Office Word and PowerPoint.


NoteSome features will be delivered in future support packages for version 10.0. Refer to the list of limitations in the appropriate SAP note.

2.8 Precisions on Other Features

Park and Go

This feature no longer exists as one single feature.

In the EPM add-in, you can still perform the same actions using several different features:

● To lock members of the context for the worksheet, use the Context Options.● To freeze data refresh, use the Freeze Data Refresh option.● To work in the workbook offline, use the Offline mode.

Word and PowerPoint

● Inserting Insight KPI: this feature was related to the Insight module in version 7.5.● Inserting Interface for Excel objects: this is not available in the EPM add-in. Since Word and PowerPoint

objects are directly used in Word and PowerPoint, you no longer need to embed Excel objects.

2.9 List of Macros in version 7.5 and macros in version 10

All new macros are documented in the API section of the SAP BusinessObjects EPM Solutions, add-in for Microsoft Office Help.

This table lists the macros in version 7.5 and the correponding macros in version 10.

Macros in version 7.5 Macros in version 10

EVGOTOHOMESHEET use native Excel macro

MNU_eANALYZE_OPENMY use native Excel macro

MNU_eANALYZE_OPENSTANDARD OpenServerReportFolder

MNU_eANALYZE_REFRESH Refresh

MNU_eANALYZE_REPORTWIZARD OpenServerReportFolder

MNU_eANALYZE_SAVEMY use native Excel macro




MNU_eDATA_CLEARPROMPTVALUE DataManagerClearSavedPromptValues

MNU_eDATA_DATADOWNLOAD DataManagerOpenFileDownloadDialog

MNU_eDATA_DATAPREVIEW DataManagerOpenDataPreviewDialog

MNU_eDATA_DATAUPLOAD DataManagerOpenFileUploadDialog

MNU_eDATA_MANAGESITEPACKAGE no equivalent since this is linked to a feature that is now part of the Administration view of Planning and Consolidation.

MNU_eDATA_NEWCONVERSIONFILE DataManagerCreateConversionFile

MNU_eDATA_NEWCONVERSIONSHEET DataManagerCreateConversionSheet

MNU_eDATA_NEWTRANSFORMATION DataManagerCreateNewTransformationSheet

MNU_eDATA_OPENCONVERSIONFILE DataManagerOpenConversionFileDialog

MNU_eDATA_OPENTRANSFORMATION DataManagerOpenTransformationFileDialog

MNU_eDATA_ORGANIZEPACKAGE DataManagerOpenOrganizePackageDialog

MNU_eDATA_RUNPACKAGE DataManagerOpenRunPackageDialog

MNU_eDATA_SAVECONVERSIONFILE DataManagerValidateConversionFileDialog

MNU_eDATA_SAVEASCONVERSIONFILE DataManagerValidateConversionFileDialog

MNU_eDATA_SAVESTRANSFORMATION DataManagerValidateTransformationFileDialog

MNU_eDATA_SAVETRANSFORMATION DataManagerValidateTransformationFileDialog

MNU_eDATA_SELECTPACKAGE DataManagerRunPackage

MNU_eDATA_TESTTRANSFORMATIONWDATA DataManagerValidateServerTransformationFileDialog

MNU_eDATA_VIEWSTATUS DataManagerOpenViewStatusDialog

MNU_eJOURNAL_QUERY no equivalent since this is linked to a feature that is now part of the Administration view of Planning and Consolidation.

MNU_eJOURNAL_REPORT no equivalent since this is linked to a feature that is now part of the Administration view of Planning and Consolidation.

MNU_ePUBLISH_OPENPUBLICATION OpenSpecificDocument

MNU_ePUBLISH_PUBLISHBOOK_EDIT OpenBookPublicationTemplate

MNU_ePUBLISH_PUBLISHBOOK_NEW CreateBookPublicationTemplate

MNU_ePUBLISH_PUBLISHBOOK_SAVE SaveBookPublicationTemplate

MNU_ePUBLISH_PUBLISHBOOK_SAVEAS SaveAsBookPublicationTemplate

MNU_ePUBLISH_PUBLISHBOOK_VALIDATE ValidateBookPublicationTemplate

MNU_ePUBLISH_PUBLISHBOOK_WIZARD OpenBookPublicationWizard

MNU_ePUBLISH_OFFLINE_EDIT OpenDistributionTemplate

MNU_ePUBLISH_OFFLINE_NEW CreateDistributionTemplate

MNU_ePUBLISH_OFFLINE_SAVE SaveDistributionTemplate



MNU_ePUBLISH_OFFLINE_SAVEAS SaveAsDistributionTemplate

MNU_ePUBLISH_OFFLINE_VALIDATE ValidateDistributionTemplate

MNU_ePUBLISH_OFFLINE_WIZARD OpenDistributionWizard

MNU_ESUBMIT_COMMENT OpenAddCommentEditor

MNU_ESUBMIT_COMMENT_AFTER_SENDDATA OpenAddCommentEditor

MNU_eSUBMIT_CURRENT SaveAndRefreshWorkbookData and SaveAndRefreshWorksheetData

MNU_ESUBMIT_MANAGE_DYNAMICHIERARCHIES no equivalent since this is linked to a feature that is now part of the Administration view of Planning and Consolidation.

MNU_eSUBMIT_MODIFY OpenWorkStatusEditor

MNU_eSUBMIT_OPENMY use native Excel macro

MNU_eSUBMIT_OPENSTANDARD OpenServerInputFormFolder

MNU_eSUBMIT_REFRESH Refresh

MNU_eSUBMIT_REFSCHEDULE_BOOK_CLEARANDREFRESH

SaveAndRefreshWorkbookData

MNU_eSUBMIT_REFSCHEDULE_BOOK_NOACTION SaveWorksheetData

MNU_eSUBMIT_REFSCHEDULE_BOOK_NOACTION_SHOWRESULT

SaveWorksheetData

MNU_eSUBMIT_REFSCHEDULE_BOOK_NODIALOG_SHOWRESULT

SaveWorkbookData

MNU_eSUBMIT_REFSCHEDULE_BOOK_REFRESH SaveAndRefreshWorkbookData

MNU_eSUBMIT_REFSCHEDULE_SHEET_CLEARANDREFRESH

SaveAndRefreshWorksheetData

MNU_eSUBMIT_REFSCHEDULE_SHEET_NOACTION SaveWorksheetData

MNU_eSUBMIT_REFSCHEDULE_SHEET_REFRESH SaveAndRefreshWorksheetData

MNU_eSUBMIT_SAVEMY use native Excel macro

MNU_eSUBMIT_SCHEDULE OpenServerInputFormFolder

MNU_ESUBMIT_SENDDATA SaveWorkbookData and SaveWorksheetData

MNU_ESUBMIT_SENDDATA_AFTER_COMMENT SaveWorkbookData and SaveWorksheetData

MNU_eSUBMIT_SUBMIT SaveWorksheetData

MNU_eTOOLS_CHANGEAPP SetActiveConnection

MNU_eTOOLS_DRILLDOWN ExpandMember and Expand

MNU_eTOOLS_DRILLDOWN_BACK Back, Collapse and CollapseMember

MNU_eTOOLS_DRILLDOWN_FORWARD ExpandMember and Expand

MNU_eTOOLS_DRILLTHROUGH DrillThrough and DrillThroughToURL

MNU_eTOOLS_EXPAND Refresh




MNU_eTOOLS_EXPANDANDREFRESH Refresh

MNU_eTOOLS_MEMBERSELECTOR_x OpenDimensionAndMemberSelector

MNU_eTOOLS_OPENSTANDARD OpenServerRootFolder

MNU_eTOOLS_OPTION OpenUserOptions

MNU_eTOOLS_PARKNGO GoOffline

MNU_eTOOLS_REFRESH RefreshActiveWorkbook

MNU_ETOOLS_REFRESHRANGE RefreshSelectedCells

MNU_eTOOLS_SAVESTANDARD SaveToServerRootFolder

MNU_eTOOLS_UPDATEAPPINFO RefreshActiveWorkbook

MNU_eTOOLS_WBOPTION OpenSheetOptions

SETCV SetContextMember

This table lists the events in version 7.5 and the correponding events in version 10.

Events in version 7.5 Events in version 10

BEFORE_CHANGECVW BEFORE_CONTEXTCHANGE

AFTER_CHANGECVW AFTER_CONTEXTCHANGE

BEFORE_REFRESH BEFORE_REFRESH

AFTER_REFRESH AFTER_REFRESH

BEFORE_SEND BEFORE_SAVE

AFTER_SEND AFTER_SAVE

BEFORE_EXPAND BEFORE_EXPAND

AFTER_EXPAND AFTER_EXPAND

NoteBEFORE_EXPAND and AFTER_EXPAND only apply to EvDRE reports.

NoteIn version 7.5, a parameter was needed for the above events, such as BEFORE_REFRESH(Argument as String). In version 10, no parameter is needed for events: BEFORE_REFRESH().


3 What's New Compared to Analyzer 7.5

3.1 Terminology Changes

The following terms have changed in the EPM add-in 10.0 compared to Analyzer 7.5:

Notesome changes are related to term changes in other applications the EPM add-in works with.

Terms in version 7.5 Terms in version 10

remove (a member) exclude

Report Manager Report Editor

page header page axis

row header axis row axis

column header axis column axis

leaves (members that are not nodes) base level

(publish a file to) InfoView BI launch pad

3.2 User Interface Changes

The following user interface items are new compared to Analyzer 7.5:

● EPM pane. You can create reports by using the pane. You can either place dimensions in the appropriate sections of the pane or drag and drop the dimensions directly in the worksheet.

● EPM Context bar and Context Options.The context feature comes from Planning and Consolidation 7.5 ("context" is the version 10.0 term for "current view" in version 7.5).The context specifies the dimensions and associated members for a specific connection.The context represents the following:○ The dimensions that are included in the current cube/model.○ The members that are used in the current display of a report (or the saved members in an offline

report).The context is displayed in the dedicated EPM Context bar.In the Context Options, you can:○ Lock dimensions for the current sheet or the whole workbook.○ Specify display settings for the EPM Context bar: hide dimensions, specify colors, order dimensions,

choose whether ot not the dimension names should appear.


What's New Compared to Analyzer 7.5

3.3 Enhanced Features

The following Analyzer 7.5 features have been enhanced:

Dynamic formatting sheet

● You can now specify format settings for the page axis.● You can now specify format settings for a property-based member.● You can define format settings for the relative levels, meaning levels displayed in the reports, and not levels

as defined in the structure (use the Relative Levels option). Additionally, you can invert the level order, the lowest level is displayed in first position (use the Start formatting from the lowest level displayed option).

● Once you have specifed format settings, you can now specify which settings of the defined format you want to apply, or define additional settings, in the Use column of the formatting sheet.

Book Printing

The Book Printing feature has been enhanced and is now called Book Publication. Using a template, you can now print or generate files in PDF format, for one or more reports and for one or more variable members. You can launch the publication at any time or you can schedule it.

Asymmetric reports

You can now create asymmetric reports that are dynamic, using the Exclude feature (this feature is called "Remove" in Analyzer 7.5). Excluded members are now kept.

Member Selector

● You can now select members based on the levels of the hierarchy.● You can now select members based on their property values.● You can select members based on the context members.● Member offset: you can display a member related to another member by specifying an offset from a given

member to retrieve the previous or subsequent member.● You can sort and group members based on their property values.

EPM Add-in for Microsoft Office What's NewWhat's New Compared to Analyzer 7.5 PUBLIC 21

Connection Management

You can now create several reports in a worksheet where each report can be connected to a different EPM application, using a local or an SAP BusinessObjects Enterprise connection.

There are three types of connections:

● SAP BusinessObjects Enterprise connections. These are connections that are stored on the SAP BusinessObjects Enterprise platform. If you have opened the EPM add-in from the BI launch pad, you can use these connections.

● Local connections. Local connections are .oqy files. These connections can be stored on your machine or another machine on the network.

● Planning and Consolidation connections.

Data Sorting, Filtering and Ranking

● Data sorting.○ You can now sort data by more than one column.○ You can also sort the data based on the first or the last column.

● Data filtering.○ Using the Retain Members option, you can now select one or more specific members that you want to

display in the report, whether or not it meets the defined filtering criteria.○ If the row axis contains more than one dimension, using the Keep Blocks option, when a member is

displayed in the report because it meets the filtering criteria, you can specify that the whole block to which it belongs is displayed as well.

○ Retain Members and Keep Blocks options both selected: In the case where the row axis contains more than one dimension, you can also specify that not only the retained member be displayed in the report but also the block to which the selected member belongs.

● Data Ranking. You can now rank the data based on the first or the last column.

Flash Object Creation using the EPM Connector

● The user interface has been changed.● Performances have been improved.● You can now select more than one dimension in a report axis.● Dashboards are now refreshed when the EPM Context is updated.

3.4 New Features

The following features are new in the EPM add-in version 10.0, compared to Analyzer 7.5:



Report Creation using the Pane

You can create reports by using the EPM pane. You can either place dimensions in the appropriate sections of the pane or drag and drop the dimensions directly in the worksheet.

Cell-based formulas: EPM functions

The EPM functions are formulas that enable you to retrieve specific information or data and to make a report behave in a certain way, providing power and flexibility to reports.

Override Cell Content with Formulas

You can enter a formula in a cell that already contains data. When you perform a refresh, the formula is not removed if you select the Keep Formula on Data option.

Offline Mode

You can make the current workbook an offline workbook so any user can read it even the users that do not have the EPM add-in installed. When offline, a workbook behaves like a standard Microsoft Office Excel workbook.

Workbook Distribution

You can make report workbooks available to a set of users by storing the workbooks in a folder or sending them by email. Using a template, workbooks are generated for one or more reports and for one or more variable members. You can launch the distribution at any time or you can schedule it.

Worksheet Generation

You can automatically generate several reports in several sheets within the current workbook, based on an existing report contained in a sheet. This feature enables you to quickly create several worksheets inside a single workbook and saves you from having to create several reports for different dimension members.


Quick Links

You can create quick links in a report to another report contained in another Microsoft Excel workbook, Word document or PowerPoint presentation.

Local Members

You can create members mainly for calculations on the current report. These members are called "local members". Local members have the same behavior as any other member, but they contain standard Microsoft Office Excel formula or EPM functions.

NoteExcel formulas are now automatically converted into local members instead of custom members. However, you can convert local members into custom members (on a Local or an SAP BusinessObjects Enterprise connection).

EPM add-in in Microsoft Office Word and PowerPoint

The EPM add-in installs also for Word and PowerPoint.

In Word and PowerPoint, you can use many of the features that are offered in Excel, namely:

● Copy and paste an existing report. You can perform a copy/paste from and to: a Microsoft Office Excel worksheet, a Microsoft Office Word document and a Microsoft Office PowerPoint presentation.

● Create reports using the Report Editor and the EPM pane. You can select dimension members in the Member Selector dialog box.

Additionally, you can insert data.

3.5 Limitations

The up-level alerts feature will be delivered in future support packages for version 10.0. Refer to the list of limitations in the appropriate SAP note.

3.6 Report Migration

You can automatically migrate reports created with SAP BusinessObjects Extended Analytics Analyzer 7.5. Dynamic formatting sheets are also migrated.



NoteThe report migration is documented in the SAP BusinessObjects EPM Solutions, add-in for Microsoft Office Help.


4 Help

As the EPM add-in supports multi-reports on multi-EPM applications, the Help covers all features provided by the add-in in all the EPM applications. When a feature is only supported by certain EPM applications, this is specified.

NoteThe EPM add-in Help is not included in any of the help sets of the other EPM applications.

The Help includes a migration section that describes how to migrate:

● Reports created with Extended Analytics Analyzer 7.5.● EvDREs created with Planning and Consolidation 7.5.


Help

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