Enhancing the Use of the Characteristics in the BEx Query Designer in Microsoft Office

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Enhancing the Use of the Characteristics in the BEx Query Designer
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NOTE In the following illustration, you see that for Cost Center A1, an additional leaf has been
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added and the value of Cost Center A1 itself (10) is displayed. This additional leaf does not exist in the hierarchy. You can display or hide this leaf (with the value of the posted node). We will run into this situation again during our discussion of the configuration of hierarchies, but this offers you the application functionality.
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Use Hierarchy Setting Here you can specify that the default value is always used. In this case, the default value is the hierarchy setting from the characteristic determined in InfoObject maintenance. Nodes with Only One Lower-level Node Select whether you want to always display or hide the values of posted nodes. Hiding nodes with only one lower-level node helps you to reach the more detailed information quickly. In Figure 6-1, Cost Center A and Cost Center A.1 contain the same information because Cost Center A has only one lower-level node in the hierarchy. If you are interested in the detailed data for the individual cost centers, you can hide the uppermost node with only one lower-level node because this does not contain any additional information.
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FIGURE 6-1 Lower-level node structure
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Sort Settings You can set the sorting within the hierarchy according to the key or text in ascending or descending order. If you do not make any entries, the values are sorted as determined in the hierarchy. Depending on the option you choose here, the other field for Sort Direction will offer you the ability to sort in ascending or descending order. In the Extended tab, you can set two options: Access Type for Result Values and Query Execution for Filter Values Selection. In terms of Access Type for Result Values, you are affecting the result set identified in the query. In terms of Query Execution for Filter Values Selection, you are affecting the set of values available for the business user to choose from for navigation. This setting indicates that the values in the filter area are always unique at runtime. This setting is especially required in planning applications. You can also determine which data the value help in the executed query is based on: master data, fact table, or dimension table. Generally, at runtime, the selection of filter values in the value help is determined from the data selected by the query (fact table). This means that only the values for which data has been selected in the current navigation status are displayed. In many cases, it can make sense to include additional values. This means that the settings Master Data and Dimension Table are also possible. These settings enable shorter access time. However, after the selection of filter values, the No data found message may occur. This would occur if we wanted to see the data in the query driven by master data rather than transactional data. This is a key enhancement in the 7.0 version of BI to help with unique reporting requirements. The following illustration shows these components.
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The final tab we will discuss is Planning, shown next. The setting here is only available if a display hierarchy is assigned to the characteristic, which means that an actual hierarchy is to be used for this purpose and we are not using a presentation hierarchy. We will discuss this in detail in the next section of this chapter. These options for this setting are No Budgeting Bottom-Up Budgeting (Roll Up Value)
6:
Enhancing the Use of the Characteristics in the BEx Query Designer
Top-Down Budgeting (Posting to Higher-level Nodes) Top-Down Budgeting (Posting to Root Node) These options are new to the BI environment and are available after SP11. They identify the methodology for how the values are rolled up and/or managed. Therefore, if you choose any of the options for budgeting, the hierarchy will roll up the budget and post to a higher-level node or the root node, or will just roll up the values. With budgeting, we are managing the values that are posted, and error messages are generated if the amount entered exceeds the total value at the upper nodes.
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