sap businesobjects analysis & design studio · some software products marketed by sap se and...

27
TBI15 SAP BusinesObjects Analysis & Design Studio . . COURSE OUTLINE . Course Version: 15 Course Duration: 5 Day(s)

Upload: others

Post on 24-Mar-2020

3 views

Category:

Documents


0 download

TRANSCRIPT

TBI15SAP BusinesObjects Analysis & Design Studio

..

COURSE OUTLINE.

Course Version: 15Course Duration: 5 Day(s)

SAP Copyrights and Trademarks

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

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.

Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors.

National product specifications may vary.

These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

Typographic Conventions

American English is the standard used in this handbook.

The following typographic conventions are also used.

This information is displayed in the instructor’s presentation

Demonstration

Procedure

Warning or Caution

Hint

Related or Additional Information

Facilitated Discussion

User interface control Example text

Window title Example text

© Copyright. All rights reserved. iii

iv © Copyright. All rights reserved.

Contents

vii Course Overview

1 Unit 1: Positioning and Overview of SAP BusinessObjects Analysis, edition for Microsoft Office

1 Lesson: Positioning of SAP BusinessObjects Analysis1 Lesson: Getting an Overview of SAP BusinessObjects Analysis

3 Unit 2: SAP BusinessObjects Analysis, edition for Microsoft Office - Excel

3 Lesson: Starting the Microsoft Excel Addin and Inserting a Data Source

3 Lesson: Navigating in Data Sources3 Lesson: Sorting and Filtering3 Lesson: Creating Measures in the Workbook4 Lesson: Working with Hierarchies4 Lesson: Working with Variables4 Lesson: Defining Formatting Options for the Crosstab4 Lesson: Adding Components to the Workbook4 Lesson: Working with Formulas5 Lesson: Creating a Default Workbook5 Lesson: Converting BEx Analyzer Workbooks5 Lesson: Setting Preferences5 Lesson: Publishing and Scheduling5 Lesson: Introducing the Usage of VBA in Analysis

7 Unit 3: SAP BusinessObjects Analysis, edition for Microsoft Office - Power Point

7 Lesson: Starting the Microsoft Power Point Addin and Inserting a DataSource

9 Unit 4: Positioning & Architecture

9 Lesson: Tool Positioning9 Lesson: Architecture

© Copyright. All rights reserved. v

11 Unit 5: Create Script Free Applications

11 Lesson: Create a First Application11 Lesson: Create script free applications using analysis components11 Lesson: Create script free applications using container components

and change the look and feel11 Lesson: Using data bound component properties11 Lesson: Create highly formatted tables using a scorecard

component11 Lesson: Understanding the interoperability between the BI clients

13 Unit 6: Define the Layout of the Application

13 Lesson: Using standard & custom created templates13 Lesson: Working with themes and the embedded CSS editor

15 Unit 7: Create Advanced Applications Using Scripting Techniques

15 Lesson: Introducing the Script Editor15 Lesson: Define the navigation behavior of basic components with

scripting15 Lesson: Using local variables in script functions15 Lesson: Reading Data in Script15 Lesson: Using global scripting variables15 Lesson: Using global script objects and formatter functions16 Lesson: Other scripting scenarios

17 Unit 8: Optimize Applications for Mobile Devices

17 Lesson: Accessing applications on mobile devices17 Lesson: Optimizing applications for mobile devices

19 Unit 9: Appendix

19 Lesson: Feature Dependencies

vi © Copyright. All rights reserved.

Course Overview

TARGET AUDIENCEThis course is intended for the following audiences:

● Application Consultant

● Project Stakeholder

● Super / Key / Power User

● Development Consultant

© Copyright. All rights reserved. vii

viii © Copyright. All rights reserved.

UNIT 1 Positioning and Overview of SAP BusinessObjects Analysis, edition for Microsoft Office

Lesson 1: Positioning of SAP BusinessObjects AnalysisLesson ObjectivesAfter completing this lesson, you will be able to:

● Explain the positioning of SAP BusinessObjects Analysis, edition for Microsoft Office

Lesson 2: Getting an Overview of SAP BusinessObjects AnalysisLesson ObjectivesAfter completing this lesson, you will be able to:

● Provide an Overview of the Tool

© Copyright. All rights reserved. 1

Unit 1: Positioning and Overview of SAP BusinessObjects Analysis, edition for Microsoft Office

2 © Copyright. All rights reserved.

UNIT 2 SAP BusinessObjects Analysis, edition for Microsoft Office - Excel

Lesson 1: Starting the Microsoft Excel Addin and Inserting a Data SourceLesson ObjectivesAfter completing this lesson, you will be able to:

● Start the Analysis addin

● Insert a Data Source to your workbook

● Reset a Data Source

Lesson 2: Navigating in Data SourcesLesson ObjectivesAfter completing this lesson, you will be able to:

● Navigate in Data Sources

Lesson 3: Sorting and FilteringLesson ObjectivesAfter completing this lesson, you will be able to:

● Sort data

● Filter by Member

● Filter selected workbook members by measure

● Supress Zeros

Lesson 4: Creating Measures in the WorkbookLesson ObjectivesAfter completing this lesson, you will be able to:

● Add a New Measure Based on a Simple Calculation

● Add a New Measure Based on a Dynamic Calculation

● Add a New Measure Based on a Free-Form Calculation

© Copyright. All rights reserved. 3

● Add a Restricted Measure for HANA Data Sources

Lesson 5: Working with HierarchiesLesson ObjectivesAfter completing this lesson, you will be able to:

● Include Dimensions with Hierarchies in an Analysis Workbook

● To Display Single Dimensions as Hierarchy

Lesson 6: Working with VariablesLesson ObjectivesAfter completing this lesson, you will be able to:

● Explain how different types of variables are used in Analysis

● Use the prompt dialog

● Use Variants

● Select Workbook Properties for Prompting

Lesson 7: Defining Formatting Options for the CrosstabLesson ObjectivesAfter completing this lesson, you will be able to:

● Define conditional formatting options for Workbooks

● Insert and Delete New Rows and Columns

● Format New or Existing Cells

● Configure Display Options for the Crosstab

● Use styles to customize workbook appearance

Lesson 8: Adding Components to the WorkbookLesson ObjectivesAfter completing this lesson, you will be able to:

● Use inserted components to supplement the result set

● Insert Info Fields

● Insert Filter Components

Lesson 9: Working with FormulasLesson Objectives

Unit 2: SAP BusinessObjects Analysis, edition for Microsoft Office - Excel

4 © Copyright. All rights reserved.

After completing this lesson, you will be able to:

● Configure filter components using SAP Functions to enhance the workbook layout

● Convert Crosstab Cells to Formulas

Lesson 10: Creating a Default WorkbookLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a Default Workbook

Lesson 11: Converting BEx Analyzer WorkbooksLesson ObjectivesAfter completing this lesson, you will be able to:

● Convert BEx Analyzer Workbooks

Lesson 12: Setting PreferencesLesson ObjectivesAfter completing this lesson, you will be able to:

● Maintain the user, workbook, data source, crosstab, and other settings

Lesson 13: Publishing and SchedulingLesson ObjectivesAfter completing this lesson, you will be able to:

● Publish analysis documents to the BI Plaform server

● Schedule Analysis Workbooks

Lesson 14: Introducing the Usage of VBA in AnalysisLesson ObjectivesAfter completing this lesson, you will be able to:

● Extend workbook display options with functions and Microsoft Excel VBA

© Copyright. All rights reserved. 5

Unit 2: SAP BusinessObjects Analysis, edition for Microsoft Office - Excel

6 © Copyright. All rights reserved.

UNIT 3 SAP BusinessObjects Analysis, edition for Microsoft Office - Power Point

Lesson 1: Starting the Microsoft Power Point Addin and Inserting a DataSourceLesson ObjectivesAfter completing this lesson, you will be able to:

● Present Analysis data for business users

© Copyright. All rights reserved. 7

Unit 3: SAP BusinessObjects Analysis, edition for Microsoft Office - Power Point

8 © Copyright. All rights reserved.

UNIT 4 Positioning & Architecture

Lesson 1: Tool PositioningLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 2: ArchitectureLesson ObjectivesAfter completing this lesson, you will be able to:

© Copyright. All rights reserved. 9

Unit 4: Positioning & Architecture

10 © Copyright. All rights reserved.

UNIT 5 Create Script Free Applications

Lesson 1: Create a First ApplicationLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 2: Create script free applications using analysis componentsLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 3: Create script free applications using container components and change the look and feelLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 4: Using data bound component propertiesLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 5: Create highly formatted tables using a scorecard componentLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 6: Understanding the interoperability between the BI clients

© Copyright. All rights reserved. 11

Lesson ObjectivesAfter completing this lesson, you will be able to:

Unit 5: Create Script Free Applications

12 © Copyright. All rights reserved.

UNIT 6 Define the Layout of the Application

Lesson 1: Using standard & custom created templatesLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 2: Working with themes and the embedded CSS editorLesson ObjectivesAfter completing this lesson, you will be able to:

© Copyright. All rights reserved. 13

Unit 6: Define the Layout of the Application

14 © Copyright. All rights reserved.

UNIT 7 Create Advanced Applications Using Scripting Techniques

Lesson 1: Introducing the Script EditorLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 2: Define the navigation behavior of basic components with scriptingLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 3: Using local variables in script functionsLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 4: Reading Data in ScriptLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 5: Using global scripting variablesLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 6: Using global script objects and formatter functions

© Copyright. All rights reserved. 15

Lesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 7: Other scripting scenariosLesson ObjectivesAfter completing this lesson, you will be able to:

Unit 7: Create Advanced Applications Using Scripting Techniques

16 © Copyright. All rights reserved.

UNIT 8 Optimize Applications for Mobile Devices

Lesson 1: Accessing applications on mobile devicesLesson ObjectivesAfter completing this lesson, you will be able to:

Lesson 2: Optimizing applications for mobile devicesLesson ObjectivesAfter completing this lesson, you will be able to:

© Copyright. All rights reserved. 17

Unit 8: Optimize Applications for Mobile Devices

18 © Copyright. All rights reserved.

UNIT 9 Appendix

Lesson 1: Feature DependenciesLesson ObjectivesAfter completing this lesson, you will be able to:

© Copyright. All rights reserved. 19