News in Analysis Office 2.4

Transcription

1 News in Analysis Office 2.4 Jeanne Bigonnet, Alexander Peter Product Management Analysis & Planning November, 2016 Customer

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

3 Convergence of Office Clients Analysis Office and EPM Add-In

4 Analysis Plug-In Multidimensional Analysis of SAP BW and SAP HANA Modern and familiar Microsoft Office user experience Create live PowerPoint presentations Build powerful Excel workbook BI applications Support BW-Integrated Planning and BPC Embedded Model 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 4

5 EPM Plug-In Multidimensional Analysis and Reporting for Finance Business Users Target User Groups: Finance Business Users Cross data sources reporting directly performed on client side Offline mode and collection capability Reports Copying/ Pasting between MS Excel, Word and Powerpoint Mixing powerful and dynamic cell-based formulas and navigation in a single mode Direct typing capability Dynamic formatting based on Excel worksheet templates 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 5

6 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-In EPM Plug-In 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 6

7 Which Plug-In should I use within Analysis Office 2.1+? SAP Note Source Model SAP BW SAP HANA BPC 10.x Standard model (MS/NW) EPM 10.0 solutions (e.g., FC, PCM, Strategy Management) MDX connectivity (*) BPC 10.1 Embedded model / Optimized for S4/HANA Finance (>= BW 7.40) Plug-In Analysis EPM Analysis (**) (*) You can connect to SAP HANA via MDX (**) In exceptional cases, you can use EPM plug-in. See SAP note SAP SE or an SAP affiliate company. All rights reserved. Customer 7

8 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) 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 8

9 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 Planned for Nov 2016 Continuous Improvements EPM Plug-In EVDRE support 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 9

10 EPM: EVDRE

11 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 Note that SAP recommendation is to use EPM Plug-In capabilities instead for any new report creation SAP SE or an SAP affiliate company. All rights reserved. Customer 11

12 Business Process Flow

13 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 SAP SE or an SAP affiliate company. All rights reserved. Customer 13

14 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 SAP SE or an SAP affiliate company. All rights reserved. Customer 14

15 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 , and ) 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 15

16 Customize User Interface

17 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 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 17

18 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 SAP SE or an SAP affiliate company. All rights reserved. Customer 18

19 Analysis: Shared Axis

20 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 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 20

21 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 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 21

22 Analysis: Planning

23 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 prefiltered 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 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 23

24 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 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 24

25 Analysis: Table Design Rule Editor

26 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 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 26

27 Analysis: Enhancements for BW Source

28 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 SP SAP SE or an SAP affiliate company. All rights reserved. Customer 28

29 Analysis: Enhancements for BI Platform

30 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 SP SAP SE or an SAP affiliate company. All rights reserved. Customer 31

31 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 SP SAP SE or an SAP affiliate company. All rights reserved. Customer 32

32 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 SP SAP SE or an SAP affiliate company. All rights reserved. Customer 33

33 Analysis: HANA Enhancements

34 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 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 35

35 Analysis: Continuous Improvement

36 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 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 37

37 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 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 38

38 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 2016 SAP SE or an SAP affiliate company. All rights reserved. Customer 39

39 Key links for more information For customers and partners Key links Road maps SAP Community Network Product Availability Matrix Software Download Center IT Planning Resources Analysis Office on SCN Analysis Office documentation Analysis Office Tutorials Where to go to provide product feedback and ideas SAP Idea Place Influence programs SAP User Groups SAP SE or an SAP affiliate company. All rights reserved. Customer 41

40 Thank you Contact information: Alexander Peter Director Product Management, SAP SE 2016 SAP SE or an SAP affiliate company. All rights reserved.