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We are ready to execute the workbook and observe the results of our work. The following illustration is a basic view that shows the ease with which you can create something with the integration of Excel and the BEx Analyzer functions. Many things can still be done to improve the overall look and feel, but this shows that you can get to this point comfortably without having to configure much on the tabs. Just allow the default settings to do their job, and the process is much faster.
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Using the Functionality of the BEx Analyzer
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The next illustration shows that we have started to use the Excel functions to adjust the size of the columns and the format of the dropdown box. Remember to save each time changes are made, just to be sure everything is being controlled by the system. Now, we ll add another design item to the workbook. Return to the Design mode, choose a cell, and then click the design item Radio Button Group.
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The first of the following illustrations shows the inserting of the design item into the screen and accessing the properties of the object. Everything is left at the default setting except on the Dimensions tab. The second illustration shows the assignment of Division as the characteristic for the radio button group. Again, accept the default text and display text and then click OK to exit the dialog box. Now, execute the workbook to see the results, shown in the third illustration.
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As you can see, the workbook is starting to come together, but we need to review the display to make sure the combination of the radio button group and the dropdown box work together for the business user. Now, we ll work on the Excel functions to get the workbook looking better for the user. The first of the following illustrations shows the use of the Excel Options dialog box to remove the grid-like look of the workbook for a better display. As you can see, numerous configuration components can be used for this purpose. The final view of this workbook is shown in the second illustration.
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Using the Functionality of the BEx Analyzer
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Here, we added some header information and introduced additional background colors to enhance the look and feel of the workbook. These are all Excel functions for changing the font, color, and borders of the cells. Now let s suppose the decision has been made that the combination of the radio button group and dropdown item is not working. Therefore, Division has also been added as a dropdown item. In this situation, the navigation within the actual report is still intact and therefore the context menu approach for the key figures and characteristics is available. However, the use of the dropdowns for Division and Distribution Channel will help the
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user navigate the characteristics without the context menu. You may at this point want to take advantage of protection for the workbook (located in the Workbook Setting item) so that no one else can change the formatting. Once you have done this, save your work, as shown in the next illustration. Not bad for about 15 minutes of work.
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Integrated Excel Functionality, Formulas, and Formatting
With all the business users working with Microsoft Excel, it was time that much of the Excel functionality for formula building be incorporated into the BEx Analyzer and workbook. The integration of Excel formulas with the BEx Analyzer allows the business user to use all the formulas for reporting and planning they have developed over time in Excel with the BEx functionality. When you insert the Analysis Grid design item, the BEx Analyzer creates a link between the cells in which the results appear and the data on the BW server. The Analyzer controls the formatting of the results cells, applying standard formatting every time the query is refreshed and results are retrieved. This means that any manual formatting you apply to these cells while in Analysis mode is only temporary. For example, if you select a row of results in the Analysis Grid and set the text to bold, and then you navigate the results by selecting a filter value, the results are then refreshed, the standard formatting for the result cells is restored, and the bold formatting is lost. You can avoid this by working in Formula mode. This changes the way the link to the server is established, deleting the actual design item and instead retrieving the results on a cell-by-cell basis using a Microsoft Excel function. You then have complete freedom to format any cell as you wish, and the formatting is retained when you refresh the query. Formula mode can only be used with queries that have the following structure: one structure in the rows, one structure in the columns, and all other dimensions, if any, in the free characteristics. Configure the Data Provider for the Analysis Grid to provide the results offline, in order to see the data in your results set without having to establish a connection to the server. Otherwise, you may see formula errors in the workbook when you open it. When you re working in Formula mode, the cell results are presented using standard Excel formulas. This means that the presentation of the results cells, including their formatting,
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