news in analysis office 2 - process partner ag - ihr sap ......2017/03/01 · sap bw sap hana bpc...

News in Analysis Office 2.4

Jeanne Bigonnet, Alexander Peter – Product Management Analysis & Planning

November, 2016 Customer

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 2Customer

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Convergence of Office ClientsAnalysis Office and EPM Add-In


Analysis Plug-In

Multidimensional Analysis of SAP BW and SAP HANA

Modern and familiar

Microsoft Office user

experience

Build powerful Excel

workbook BI applicationsSupport BW-Integrated

Planning and BPC

Embedded Model

Create live PowerPoint

presentations


EPM Plug-In

Multidimensional Analysis and Reporting for Finance Business Users

Mixing powerful and

dynamic cell-based

formulas and navigation

in a single mode

Cross data sources

reporting directly

performed on client side

Direct typing capability

Target User Groups:

Finance Business Users Reports Copying/

Pasting between MS

Excel, Word and

Powerpoint

Dynamic formatting based on

Excel worksheet templates

Offline mode and

collection capability


Client Convergence in MS Office

Unified MS Office Client

Coexistence of Analysis and EPM sheets

Superset of Analysis and EPM Add-In features (with

some limitations)

Common Installer, single license

Protected investments: Re-use existing content

Separate ribbon tabs

Gradual convergence: e.g. common refresh

Terminology

Analysis Office (Add-In) Product including the

former products Analysis Office and EPM Add-In

Analysis Plug-In Analysis as part of Analysis Office

EPM Plug-In EPM as part of Analysis Office

Analysis

Office

EPM

Add-In

Analysis Office

(Add-In)

Analysis

Plug-InEPM

Plug-In


Which Plug-In should I use within Analysis Office 2.1+?

SAP Note 2312162

SAP BW

SAP HANA

BPC 10.1 Embedded model /

Optimized for S4/HANA Finance

(>= BW 7.40)

Analysis Analysis (**)

BPC 10.x Standard model (MS/NW)

EPM 10.0 solutions (e.g., FC, PCM,

Strategy Management)

MDX connectivity (*)

EPM

Source Model

Plug-In

(*) You can connect to SAP

HANA via MDX

(**) In exceptional cases, you can use

EPM plug-in. See SAP note 2327742


Analysis Plug-in on BPC Embedded

Analysis Plug-in is recommended client for BPC Embedded

Full BW meta data support, performance-optimized

Full pivot table handling

Full planning support: new lines, planning functions/sequences

Support of work status and business process flow

Will be enhanced to cover EPM report scenarios (see roadmap for details)

Major differences compared to EPM Plug-In

Formatting

EPM uses formatting sheet, Analysis uses Excel styles for specific artefacts (hierarchy levels, input-ready cells etc.)

Analysis uses conditional formatting for color-coding of threshold values

Direct Input/Member recognition

Other approach for report design (e.g. design panel, context menu, filter dialog)

Offline Planning

Offline planning in Analysis plug-in is only possible via a workaround (see How-To paper)

http://scn.sap.com/docs/DOC-22385


News in Release 2.4

Analysis & EPM support for BPC

BPF in Excel-only use (i.e., no start from web client required) (BW7.40SP15 / BPC 10.1 SP10)

Continuous Improvements Analysis Plug-In

Table Design: improved editor (edit formulas)

Application Building: ribbon configuration (hide/add items)

Reporting

Workbook protection

Shared Axis group crosstabs / synchronize dimensions

Filter: explicit selection for hierarchies, copy&paste with exclude

Planning

New lines: extended value help (with filter taken from cell), autocomplete

New lines: highlighting cells with errors

Enhancements on BW

Grouping members / local hierarchy (BW 7.50 SP6)

HANA

SAML support for authentication, incl. „automatic“-mode browser based

BIP

• Variants for workbooks, can also be used for scheduling (BI 4.2 SP4)

• Comments

Continuous Improvements EPM Plug-In

EVDRE supportPlanned for Nov 2016

EPM: EVDRE


Support of EVDRE Reports

EVDRE function was the main paradigm to create BPC 7.5 reports (and

before)

Filling the gap with EPM V10

Analysis Office 2.4 supports these reports as it was done in EPM V10*

A new ribbon is displayed when Evdre Reports are recognized

Existing EvDRE report is recognized but no more EvDRE helper

wizard exists for further creation

EVDRE report can be migrated in EPM reports with same limitations as

EPM V10

Prerequisite

See note 2367364

Note that SAP recommendation is to use EPM Plug-In capabilities

instead for any new report creation.

Business Process Flow


BPF – Direct Access from Analysis Office

Scenario

BPF process can be launched by the end user directly in Analysis

Office backstage using:

- EPM connections for EPM scenarios

- HTTP connection for Analysis scenarios

Feature

From BPC menu in Office Backstage, Open My Activities.


Direct Access using EPM connection

Scenario

For EPM scenarios, BPF process can be launched by the end user

directly in Analysis Office backstage using EPM connections.

Feature

From BPC menu in Office Backstage, Open activity using EPM

connections.

The logon windows is displayed to set credentials to EPM

connections.


Direct Access using an HTTP connection

Scenario

For Analysis scenarios, BPF process can be launched by the end user

directly in Analysis Office backstage using HTTP connections.

End user can choose, create, edit the connection to a system.

End user can enter his credentials and modify his BPC password.

Feature

From BPC menu in Office Backstage, Connect and Open Activity

The logon windows is displayed to select a system connection or

create a new connection.

Prerequisites

SAP GUI 7.40 and enable SAP UI Landscape format (see notes

2075150, 2220930 and 2112449)

Customize User Interface


Customize User Interface - Meet your Needs

Customize your Interface to meet your needs

You can adapt the menus from your ribbon hiding /showing up existing

menus /group of menus with fine granularity.

You can create your own menus / groups of menus based on macros from

the workbook or from .XLAM .

Several types of buttons can be created and showed in the ribbon as

toggle button, split, drop down list.

Limitations

Not available in PowerPoint Edition

Not available in EPM Plug in

Only ribbon customization is possible


Customize User Interface – Profile’s Management

Adapt the Ribbon to User’s Business Profiles*

You can easily uncheck/ check ribbon menus

and save several user’s profiles.

Created profiles can be modified / shared to better fit

business users' needs.

Define your Company Profiles**

Administrator can define Company profiles and save them

in a specific location.

These profiles cannot be modified by end users.

*User’s profiles are stored in \Users\UserXXX\AppData\Roaming\SAP\Cof\User Interface

.** Company Profile are stored in C:\ProgramData\SAP\COF\User Interface

.

Analysis: Shared Axis


Synchronizing Crosstabs on Dimensions

Linking dimensions across crosstabs

Synch hierarchies and filters across several crosstabs on specific dimensions

You can define a master crosstab – every navigation/filter on this will be applied

to the slave crosstabs

Limitations

Link Dimensions between crosstabs

Icon to show linked dimensions


Shared Axis on Crosstabs

Sharing axis

You can share an axis from one master crosstab to several depending crosstabs

Crosstabs will be rendered next to each other, having only one dimension block

Automatically, all dimensions will be set to master link dimensions

Features

Group crosstabs/Ungroup by removing tick (Ungrouping still keeps linked

dimensions)

Left outer join : all member combinations of master are shown (cells in

depending crosstabs might be empty)

Excel containers will be created for each crosstab and the complete result

Navigation (or move) is only possible in master, dependants follow navigation

Icon to show shared crosstabs (master vs dependants)

Highlight crosstab

Only dimensions that are common in all data sources

Analysis: Planning


New Lines – Autocomplete

Extended Value Help and Autocomplete

Entering new lines has been simplified by an extended value help and

autocomplete functionality

Enter a prefix for a member in an empty cell and use F4/value help or CTRL-

Space (autocomplete)

Features

Enter a prefix and press access value help (via F4 or “?” Icon) to get a pre-

filtered value help – you can also clear or change the filter if needed

Autocomplete: Enter a prefix and press CTRL+Space In-Sheet selector

opens with all matching values (full keyboard support to select the right one)

Note: in-sheet selector is empty, if no value can be found


New Lines – Indicating Erroneous Cells

Planning in new lines

Scenario: you copy&paste a range of new lines and you would like to know if

there are some erroneous values

Feature

New (additive) style SAPError has been added to styles

Will be applied to all cells with wrong master data values

Analysis: Table Design Rule Editor


Table Design Rule Editor - Improvements

Enhancements / Improvements of Design Rule Editor

Edit button removed, editing is possible via properties (e.g. row height for new

lines)

New copy button

Button to synchronize rules based on selected cells in crosstab

Editing formulas

Analysis:

Enhancements for BW Source


Grouping / Custom Hierarchies

Grouping / Custom Hierarchies

Create member groups to locally group e.g. customers to A,B and C categories

Feature

Select the members, group them and assign group header creates custom

hierarchy (several levels are possible)

All hierarchy features are available, hierarchy is called “custom hierarchy”

Ungroup members removes the note

Ungroup All deletes the custom hierarchy

Note: only visible members are part of the hierarchies, other members will be

part of “not assigned” node

Lifecycle: lives only in the current backend session, when opening the workbook

the hierarchy will be created again

Prerequisites

BW 7.50 SP6

Analysis:

Enhancements for BI Platform


Variants on BI Platform

Workbook Variants

Store workbook variants on BI platform (feature was already available on

NetWeaver)

Configuration

Configuration via Analysis Office Runtime

Default: user variants

Note: there are no authorization checks for global variants (i.e. every user can

change/delete variants)

Features

Store workbook on BI server and store/retrieve variants

Variant maintenance (e.g. changing type if configured)

Prerequisites

BI 4.2 SP4


Using Variants for Scheduling

Scheduling

Use BI platform variants as input for workbook scheduling

Features

Note: Variants need to be activated in the settings

Choose a variant that pre-fills all variables

You can possibly change/add/delete variables

Prerequisites

BI 4.2 SP4


Comments on BI Platform

Comment storage

Store the comments from the workbook in BI storage

Comment is stored per workbook

Users can place comments without modifying the workbook

Configuration

Specify database to store comments in CMC (via BI Commentary Application)

Recommendation: use separate database other than audit database

You can save and load comments from the BI platform

Prerequisites

BI 4.2 SP3

Analysis: HANA Enhancements


Authentication to HANA

Authentication

Logon to HANA system redirects to Identity provider (e.g. SAP Cloud Identity)

Identity provider can be configured in HANA system

Any authentication method defined in HANA (e.g. SAML, Kerberos, Certificate)

is automatically used

Via browser control

Ticket is passed on to HANA system

Feature

Use authentication type “Automatic”

Analysis: Continuous Improvement


Workbook Protection

Workbook Protection

Operations on crosstab are allowed while preventing changing cell content

(Properties are inherited from standard Excel worksheet protection)

Operations that are allowed in a protected workbook:

• Refresh

• Adding/removing dimensions

• Hierarchy navigation

• Filtering

• Filter component

• Planning

Scope

Protects complete workbook including Analysis and EPM content


Filters – Explicit Selection

Explicit Selection on hierarchies

Scenario 1: authorization check for specific nodes (i.e. filtering ALL nodes would

not lead to authorization check failure)

Scenario 2: filter on all current nodes, and do not include other nodes that might

be added in future

Feature

Activate via setting “DoSelectorHierarchyExplicitSelection” for all hierarchies

(reason: the user experience for hierarchy filters changes)

When selecting all children nodes of a node, the parent node is not

automatically checked, but all children nodes are passed on as filters


Filters – Exclude and Ranges in Copy&Paste

Copy&Paste via clipboard and files

Support of exclude (!) or ranges (e.g. >, <=, \\ for an interval)

Via clipboard or via file

Selector automatically switches to range selector


Key links for more informationFor customers and partners

Key links

Road maps http://go.sap.com/solution/roadmaps.html

SAP Community Network

Product Availability Matrix

Software Download Center

http://www.sdn.sap.com/

http://support.sap.com/pam

http://support.sap.com/swdc

IT Planning Resources https://service.sap.com/~sapidb/011000358700001160122012E

Analysis Office on SCN http://scn.sap.com/community/businessobjects-analysis-ms-office

Analysis Office documentation

Analysis Office Tutorials

http://help.sap.com/boao


Where to go to provide product feedback and ideas

SAP Idea Place https://ideas.sap.com

Influence programs http://service.sap.com/influence

SAP User Groups http://www.sapusergroups.com/

http://go.sap.com/solution/roadmaps.html

http://www.sdn.sap.com/

http://support.sap.com/pam

http://support.sap.com/swdc

https://service.sap.com/~sapidb/011000358700001160122012E

http://scn.sap.com/community/businessobjects-analysis-ms-office

http://help.sap.com/boao


https://ideas.sap.com/

http://service.sap.com/influence

http://www.sapusergroups.com/

news in analysis office 2 - process partner ag - ihr sap ......2017/03/01 · sap bw sap hana bpc...

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