Tài liệu Chapter 10: Working With the BEx Browser pptx

10–13 10 In this chapter you will learn how to: ƒ Create channels in the InfoCatalog ƒ Assign users to channels ƒ Add workbooks to Favorites ƒ Execute workbooks in the BEx Browser

Chapter 10: Working With the BEx Browser

Contents

Overview 10–2

Creating Channels in the InfoCatalog 10–3

Assigning Users to Channels 10–5

Adding Workbooks to the Favorites Channel 10–6

Executing Workbooks in the BEx Browser 10–6

Creating and Populating a Cluster 10–7

Previewing the Structure of a Workbook Query 10–9

Copying Workbooks 10–9

Using Shortcuts in the BEx Browser 10–10

Review 10–13

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In this chapter you will learn how to:

ƒ Create channels in the InfoCatalog

ƒ Assign users to channels

ƒ Add workbooks to Favorites

ƒ Execute workbooks in the BEx Browser

ƒ Create and populate clusters

ƒ Create SAP transaction, Internet, and workbook shortcuts

Chapter 10: Working With the BEx Browser

Overview

Overview

In the previous two chapters (see graphic below) you learned how to create queries and insert them into a workbook In this chapter you will see how to use the BEx Browser to access and execute workbooks

The following prerequisites must be met before you can execute workbooks from the BEx Browser:

< The workbooks must be assigned to one (or more) channels in the Enterprise InfoCatalog

< Users must be assigned to the relevant channel in the Enterprise InfoCatalog

Building further on the Bungee Software example, you will walk through the steps needed

to enable workbooks for access through the BEx Browser

Enable access to a workbook through the BEx Browser

Enable access to a workbook through the BEx Browser

Create a new query or modify an existing query

Create a new query or modify an existing query

Enhance workbook layout and functionality (optional)

Enhance workbook layout and functionality (optional)

Insert desired query (or queries)

into a workbook

Insert desired query (or queries)

into a workbook

Create a workbook template (optional)

Create a workbook template (optional)

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Chapter 10

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Chapter 10: Working With the BEx Browser Creating Channels in the InfoCatalog

Guided Tour

Creating Channels in the InfoCatalog

Channels are simply a collection of workbooks, grouped according to topic areas, user roles,

or business processes Typically, the BW system administrator is responsible for maintaining channels in the InfoCatalog The administrator’s role includes the following:

< Assigning workbooks to individual channels

< Creating subchannels or directories

< Grouping workbooks into subchannels or directories

< Assigning users to channels

Note: To access a workbook in the InfoCatalog, a user must be assigned to the channel where the desired workbook resides

1 If you are already logged

on to the BW system, jump ahead to step 2

Otherwise, log on to the

BW system

2 Choose InfoCatalog from

the toolbar

3 Choose the Channel

InfoCatalog tab

4 Choose Display <->

Change to switch to the change mode

5 In Channel, enter a

technical name (for

example, Z_SALES) Enter

a description (for

example, Sales

6 Choose Create A new

channel appears on the right

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Chapter 10: Working With the BEx Browser

Creating Channels in the InfoCatalog

7 Drag and drop the

selected workbook to

Channel: Sales Analysis

8 Choose Channel: Sales

Analysis

9 If needed, right-click to

insert a subchannel or directory

10 Choose Save.

Technical name

Technical names starting with a 0 are reserved for SAP-delivered Business Content

Subchannel vs Directory

Subchannels and directories allow easier workbook organization The difference between subchannel and directories is that a subchannel is a subset

of a channel, whereas a directory can be displayed as a cluster in the BEx Browser

Renaming elements of the Channel InfoCatalog

Right-click to insert, rename, or delete subchannels or directories in the Channel InfoCatalog You can also rename, delete, or execute workbooks

Copying channels

To copy channels in the InfoCatalog:

1 Use the Display <-> Change icon to switch to change mode

2 Select a channel from the list using F4

3 Choose Copy to copy the channel

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Chapter 10: Working With the BEx Browser

Assigning Users to Channels

Assigning Users to Channels

Remember, you cannot execute workbooks from the BEx Analyzer or Browser if:

< The workbooks are not assigned to a specific channel

< You have not been assigned to the relevant channel

To make sure that users will be able to use the workbooks you create, do one of the following:

< Assign users to channels where you save your workbook(s)

< Save your workbooks to channels where particular users are already assigned

1 Choose the User channel

assignment tab

2 Make sure that you are in

the change mode

If not, choose Display <->

Change icon

3 Choose a user (for

example, APRIL) from the

folder tree

4 Drag the user icon to one

(or more) user channels

As shown, APRIL is

assigned to two channels:

0D_SAPDEMO and Sales Analysis (Z_SALES)

5 Choose Save

Deleting user assignment

To delete a user assignment, select the user name, and right-click to remove the user from the channel assignment

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Chapter 10: Working With the BEx Browser

Adding Workbooks to the Favorites Channel

Adding Workbooks to the Favorites Channel

To personalize the way you work with the Business Information Warehouse, you can create your own Favorites channels Favorites channels can be used to store workbooks that you access on a regular basis You can copy frequently used workbooks from the channels into your favorites If needed, you can also save workbooks directly to your favorites channels You can manage the favorites yourself, name the contents individually, and group them in so-called favorites clusters

1 Choose the Favorites tab

2 In User, enter the user

name and press Enter

3 Drag the workbooks from

the subscribed channels to

the Favorites channels

4 It is also possible to

execute the workbook(s) from here Right-click the workbook and choose

Execute workbook

Executing Workbooks in the BEx Browser

The Business Explorer (BEx) Browser is the reporting environment of the BW Using the BEx Browser, you can execute queries, create linked report output, present data from several systems, and more From the BEx Browser, you can access the BEx Analyzer, SAP transaction shortcuts, Internet shortcuts, or workbooks that are assigned to users in channels

1 To log on to BEx Browser,

from your Windows

desktop, choose Start →

Programs → SAP Front-end

BW, then choose the SAP Business Explorer Browser

2 Select the system and

choose OK

3 Follow the on screen

prompts to log on

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Chapter 10: Working With the BEx Browser

Creating and Populating a Cluster

4 In the Channels section,

choosethe SAP Demo

Channel

5 Right-click the SD

DemoCube Workbook in the SAP Demo Channel on the

right

6 Choose Execute to execute

the workbook from the BEx Browser and view the data of reports in the BEx Analyzer

BEx Browser Toolbar

To help you become familiar with the BEx Browser toolbar, the table below shows how the various buttons are used during query definition

Save the settings/changes to the InfoCatalog

Ensure that the display of your favorites and channels represents the current content of the InfoCatalog

Start Excel with the Business Explorer add-in without executing a workbook An empty workbook is opened and you can then open or create a new query in it

Select from seven different geometric symbols

Undo last action

Access online BW Help documentation

Creating and Populating a Cluster

Clusters are used to organize workbooks in the BEx Browser environment Each cluster can

be grouped according to individual preferences For example, workbooks can be grouped according to business application areas or company divisions To help organize the clusters, SAP delivers seven different geometric icons For example, a user could assign all Sales workbooks to the cluster You could assign your favorite workbooks to any cluster in the BEx Browser

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Chapter 10: Working With the BEx Browser

Creating and Populating a Cluster

1 In the BEx Browser,

choose a user-defined channel (for example,

Sales Analysis)

2 Select Creation of a

new Cluster from the BEx

Browser toolbar

3 Choose one of the seven

cluster shapes (for example, the circle shaped cluster)

4 Enter a name for the new

cluster (for example, Sales

Analysis)

5 Choose the Bungee Sales

Workbook and drag it to

the Sales Analysis cluster

6 Choose Save

You have successfully created

a new cluster and populated

it with a workbook

Clusters in SAP-delivered channels

Users are not authorized to create a cluster in SAP-delivered channels, such as SAP Demo Channel However, it is possible to copy (using drag and drop) the workbooks from the SAP channel to the user Favorites For more information on how to copy a workbook from one channel to another, see page 10–9

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Chapter 10: Working With the BEx Browser Previewing the Structure of a Workbook Query

Previewing the Structure of a Workbook Query

From the BEx Browser you can preview workbook queries before executing them

1 Choose the SAP Demo

Channel

2 Choose the SD DemoCube

Workbook

3 Right-click and choose

Preview

4 From the popup window,

choose one of the queries

in the SD DemoCube

Workbook such as Sales Analysis query,

0D_SD_DEMO_Q0001

5 The bottom section

displays the structure of

the Sales Analysis query

6 Choose Exit to close

the popup window

Copying Workbooks

1 Choose the SAP Demo

channel

2 Drag the SD DemoCube

Workbook and drop it into

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Chapter 10: Working With the BEx Browser

Using Shortcuts in the BEx Browser

3 Choose Favorites 1 A copy

of the SD DemoCube

Workbook appears in the Favorites 1 channel

4 We can now either create

a new cluster for this workbook or drag and drop it in one of the existing clusters, such as

SD Reports

Using Shortcuts in the BEx Browser

The BEx Browser allows you to create shortcuts to access SAP transactions, Internet, and workbooks that are assigned to users in channels

Shortcuts are icons on your PC (for example, Windows desktop) that directly launch certain transactions within a system For example, in R/3, you can configure a shortcut to go directly to a given R/3 transaction from your Windows desktop Shortcuts can also be configured to request your user name and/or password before going to a transaction

SAP Transaction Shortcuts (R/3 Release 4.0)

Shortcuts can help users access the source systems (for example, R/3 System) directly from the BEx Browser It is possible to create an R/3 transaction shortcut for the SAPGUI as of R/3 Release 4.0 Once created, you can add shortcuts that appear as workbooks in the BEx Browser

1 From the BW system, go

to any screen for which you want to create a shortcut In our example

we show the user

Favorites tab in the

InfoCatalog

2 Choose Generate a

shortcut on the desktop to

create a shortcut

Note: Depending on the

SAPGUI version you are

using, you may receive a

shortcut screen If so, choose

OK to proceed

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Chapter 10: Working With the BEx Browser Using Shortcuts in the BEx Browser

3 A shortcut icon is created

on your Windows desktop

4 To rename the shortcut,

right-click and choose

Rename

Internet Shortcuts

An Internet shortcut is a link to a web site

1 Using your Web browser

(for example, Internet Explorer), launch a Web site (for example,

www.mysap.com)

2 Drag the icon in your

browser’s address bar to

an open area in the BEx Browser

3 Note: Instead of step 2

above, you could

right-click and choose Create

Shortcut Then, drag the

shortcut into the BEx Browser window

Workbook Shortcuts

You can link to other workbooks within the BEx environment If a workbook is centrally

maintained in one channel, for example, the SAP Demo channel, users can create shortcuts to

these workbooks and see them in their own Favorites channels

Why use shortcuts instead of copying workbooks?

When you copy workbooks, you lose the link to the original workbook However, if you create a shortcut to a workbook, you do not lose the link to the source workbook With workbook shortcuts, you can see any updates made to the original workbook

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Windows desktop

Drag to BEx Browser

Chapter 10: Working With the BEx Browser

Using Shortcuts in the BEx Browser

1 Right-click a workbook in

the BEx Browser

2 Choose Create shortcut

3 A shortcut icon is created

on your Windows desktop

Moving Shortcuts from the Desktop to the BEx Browser

1 Choose the Favorites 1 in

the BEx Browser

2 Choose a shortcut, such as

Welcome to mySAP.com

from your desktop screen

3 Drag the shortcut icon to

the Drag & Drop Area in

the BEx Browser

4 A new Internet workbook

is now in the Favorites 1

channel

5 Right-click the Welcome to

mySAP.com Internet

workbook and choose

Execute to access the

mySAP.com Web site

Right-click a cluster to:

ƒ Change the name of a cluster

ƒ Arrange the workbooks of a cluster

ƒ Remove workbooks from a cluster Right-click a workbook to:

ƒ Execute workbooks

ƒ Change the name of a workbook

ƒ Create a shortcut for a workbook

ƒ Remove a workbook from a cluster

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Chapter 10: Working With the BEx Browser

Review

Review

< The following prerequisites must be met before you can execute workbooks from the BEx Browser:

ƒ The workbooks must be assigned to one (or more) channels in the Enterprise InfoCatalog

ƒ Users must be assigned to the relevant channel in the Enterprise InfoCatalog

< Channels are simply a collection of workbooks, grouped according to topic areas, user roles, or business processes

< To personalize the way you work with the Business Information Warehouse, you can create your own Favorites channels Favorites channels can be used to store workbooks that you access on a regular basis

< The Business Explorer (BEx) Browser is the reporting environment of the BW Using the BEx Browser, you can execute queries, create linked report output, present data from several systems, and more From the BEx Browser, you can access the BEx Analyzer, SAP transaction shortcuts, Internet shortcuts, or workbooks that are assigned to users in channels

< Clusters are used to organize workbooks in the BEx Browser environment Each cluster can be grouped according to individual preferences For example, workbooks can be grouped according to business application areas or company divisions

< The BEx Browser allows you to create shortcuts to access SAP transactions, the Internet, and workbooks that are assigned to users in channels