Context Menu Functionality in the Rows in Microsoft Office

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Context Menu Functionality in the Rows
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The last context menu we will review is the one associated with the rows in this case, the characteristics Division and Sold-To Party. In Figure 3-8, you can see that we have to drill down on the division to see the query expand for additional detail. Quite a bit of redundancy exists between the context menus for the columns and rows, so Table 3-9 only details the additional areas of interest. Listed in the table are the last new options shown in the context menu for rows. The following illustrations provide examples of the two context menus.
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Navigating Through the BEx Analyzer
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Drilldown by Division in the Query Analysis Grid
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Context Menu Function for Rows Exchange (characteristic) With Sort Characteristic Drill Down Transfer Values
Description and Functionality Exchanges a characteristic with other characteristics or key figures available in the query. You can sort in ascending order by key or text, or sort in descending by order by key or text. Drill down on any characteristic that is filtering the query. If the query is enabled to perform planning and is available to post values for the key figures, this option will be available. It allows you to transfer data into a temporary buffer for storage until you post to the InfoCube or delete the data. If the query is enabled to perform planning and is available for posting data, you can save the values to the InfoCube. All other functions are covered in the preceding tables for Properties, Query Properties, and column context menu options.
Save Values Other Functionality
TABLE 3-9 Context Menu Functionality in the Rows of the BEx Analyzer
Chart Functionality
The last option will cover in terms of navigation via the BEx Analyzer is the ability to switch from a table to a chart in the analysis grid. As you can see in Figure 3-9, we can easily switch to a chart from a table, and the chart automatically uses the data in the table to build the
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FIGURE 3-9
Converting a table to a chart for the query display
3:
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FIGURE 3-10 Available context menu for the chart options
chart axes. In this case, the chart has assigned Sold-To Parties to the X axis and Total Sales to the Y axis. This format can be customized, as you can see in Figure 3-10. You can alter the view of the chart based on the context menu options. These options are based on the standard Excel chart functionality Format Plot Area, Chart Type, Source Data, Chart Options, Location of Chart, and so on. We will be looking at the capability and components of customizing a chart in 13 and therefore will withhold a detailed discussion of this process until then.
Summary
As you can see, the functionality even in the initial stages of query analysis is very powerful and detailed. Many of your reporting requirements can likely be accomplished by just using some of these initial functions. Some topics could have been expounded upon at length, but as we go through the process of creating, changing, presenting, and distributing the results of queries and workbooks, we will see much of this information in action. We haven t gotten to what the capabilities are of the workbook and the Design Toolbar of the BEx Analyzer. This chapter has offered us a view of the majority of the functionality of the BEx Analyzer and other tools during the process of using BI reports by the Business User Group. The following chapters will take us from a high-level review to an increasingly more detailed view of the processes for queries, both Excel based and web based.
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CHAPTER
Where It All Starts The Query Designer
n the BEx Query Designer, you will be building almost all the components you ll use in the process of creating a query, Web Query, Report Designer report, and anything that can be used in the Web Application Designer for a Web Template. These components include but are not limited to, restricting characteristics, restricted key figures, calculated key figures, exception reporting, conditions, defining formulas, variables, formatting, exception cells, attaching documents, and all the properties of the characteristics and key figures. We ll now get into the activities in the BEx Query Designer. Tons of options are available in this toolset in fact, too many for you to remember everything the first time through, or even the second time through. Therefore, you might find the step-by-step procedures for specific activities a bit challenging, so you ll need to get some hands-on system time to gain some additional experience and confidence using these different options. For this reason, I have included as many screenshots as possible without burdening you with too many. Also, keep in mind that even though we will be working with specific screenshots, once the next support pack or upgrade comes out, these may change a little (or a lot). For example, a function that was used in the 3.x version Tabular Display was available in the 3.5 version directly on the toolbar for the BEx Query Designer, but currently it is only available in the BEx Analyzer components from the Workbook functions, not the Query Designer functions. It may, in a future support pack, come back to being available in the Query Designer.
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