Sap Bex Tutorial
Sap Bex Tutorial
Sap Bex Tutorial
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SAP Business Explorer
SAP Business Explorer is a front-end tool to run different types of reports, analyze data
and perform business planning on top of OLAP cubes which are stored in SAP Business
Warehouse System.
Audience
This tutorial is prepared for those readers who wish to learn the essentials as well as the
enhancements of SAP BW and various options for querying, reporting, broadcasting and
integration for the objects created in SAP Business Explorer.
This tutorial is intended to make you comfortable in getting started with SAP BEx Query
Designer, Analyzer, WAD and Broadcaster along with integration options with SAP
Business Objects.
Prerequisites
This is a simple tutorial and the concepts explained here can be easily understood. The
readers should have a good understanding of SAP BW concepts. In addition, it will certainly
help if you have ample business knowledge on various application areas and a little
experience regarding the use of Queries, Reporting and Business Objects Reporting and
Dashboard Tools.
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SAP Business Explorer
Table of Contents
About the Tutorial .................................................................................................................................... i
Audience .................................................................................................................................................. i
Prerequisites ............................................................................................................................................ i
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SAP Business Explorer
iii
1. SAP BEx – Overview SAP Business Explorer
SAP Business Explorer (SAP BEx) provides you the set of tools to perform reporting, query
analysis to support strategic decision. This tool provides a lot of queries and report
designing functions. You can also develop Web applications on top of the SAP BI content
using BEx Web Application Designer (WAD). Using the BEx Broadcast option, you can
also broadcast the objects that are created using Business Explorer in email or in the form
of a URL. This can also be published under the Knowledge Management Content on the
NetWeaver portal.
The BI content is available in SAP NetWeaver BI system and the data is analyzed by
defining the queries in BEx Query Designer. The BEx WAD can be used to develop Web
Application based on the BI content available in the SAP BW system. The BEx Report
Designer tool can be used to create formatted reports for printing and presentation.
Analyzer
Query Designer
Report Designer
Analyzer
The Analyzer under Business Explorer is a reporting and designing tool, which provides
integration with Microsoft Excel. You can use this tool to analyze data in an Info Provider
under SAP BW. This can be used for planning by writing queries in a BEx Query Designer.
Query Designer
The BEx Query Designer can be used to analyze the data in InfoProviders under the
SAP BW System. You can define the characteristics and the key figures in a Query Designer
to analyze the data in any InfoProvider.
Report Designer
A Report Designer can be used to create formatted reports by using extensive
formatting options and these reports can be used for printing and can be generated in
different formats such as – PDF.
For example:
Invoice
Balance Sheets
Sales Report, etc.
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SAP Business Explorer
To see the list of tools under Business Explorer, navigate to Program Files in your SAP
system Business Explorer.
Once you expand this folder, you can see the full set of Business Explorer tools as
mentioned in the previous topics.
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SAP Business Explorer
The following is the list of features that are provided by SAP Business Explorer BEx Suite:
Queries can contain different parameters like variables for characteristic values,
hierarchies, formulas, text, etc.
In the Query Designer, you can apply a filter to restrict the whole query. While
defining the filter, you can add characteristic values from one or more
characteristics or also key figures in the filter. All the InfoProvider data is
aggregated using the filter selection of the query.
You can also use user-defined characteristics and determine the content of the rows
and columns of the query. This is used to specify the data areas of the InfoProvider
through which you want to navigate.
You have an option of navigating through the query that allows you to generate
different views of the InfoProvider data. This can be achieved by dragging any of
the user defined characteristics into the rows or columns of the query.
Analysis Mode: You can perform the following tasks in the Analysis mode:
You can use different functions like sorting, filtering, drilling, etc., which are
common in OLAP.
For advanced programming, you can embed your own customized VBA programs.
You can save workbooks on the server/locally on your computer or into favorites.
Design Mode: You can perform the following tasks in the design mode:
It can be used to design the query and you can embed different query design items
like dropdown box, radio button groups, grid and buttons into your Microsoft Excel
workbook.
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SAP Business Explorer
You can also customize your workbook with Excel’s formatting and chart
functionality.
You can use formatting options to create report for printing and presentation.
Different Layout functions that can be used to design corporate reports to meet
business requirements.
You can perform the following tasks with the web application designer:
You can use BEx WAD to generate HTML pages which contain BI specific contents
such as, Tables, Maps and different Chart types.
Web Applications can be published on the portal and can be accessed via a web
browser.
You can create and design web templates that can be saved and used in Web
applications.
In older versions, SAP Business Explorer was delivered with SAP GUI installer as an add-on
tool. Business Explorer can be installed independently of SAP GUI for Windows 7.10 or
higher or together with SAP GUI for Windows 7.10 or higher version. When the installation
is done independently for BEx frontend tools, the following tools are available under BEx:
BEx Analyzer
When the installation is done as a part of the frontend package with SAP GUI, you can also
use BEx Web Application Designer (WAD). This tool is not available in Release 7.10 or
higher if SAP GUI is not installed on the client machine.
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SAP Business Explorer
Software Requirements:
Windows XP or Vista
Microsoft .Net Framework 2.0
Microsoft Excel 2003 or higher
To perform the installation of the frontend tools, you need an installer or a CD which
contains the setup file. The user should have an administrator privilege to run the installer
file.
Start SapBISetup.exe by using run as administrator option if you are not logged in with
an administrator user. This will open the setup wizard as shown in the following
screenshot.
When you click on Next, you need to select the frontend tools that you want to install.
Under the Product Selection, you should select SAP Business Explorer.
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SAP Business Explorer
Make the selection of frontend tools, click on Next. You need to select the target drive
where you want the installation to be done. Once you select the target drive, click on Next
and it will start the setup installation.
You can see the status in the Progress bar, and once it is 100% done, installation is
completed for the frontend tools.
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SAP Business Explorer
Your Business Explorer is now successfully configured and ready to use. You can navigate
to Business Explorer folder under Program Files and verify the installation by checking
following tools shown in the screenshot given below.
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2. SAP BEx – Architecture SAP Business Explorer
In this chapter, we will discuss in detail about the architecture of SAP Business Explorer
and how it can be integrated with SAP BusinessObjects.
The content developed using Business Explorer can be published in the NetWeaver Portal
or can also be used in Composite Applications.
The following image shows the functional area/ basic architecture of SAP Business Explorer
suite:
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SAP Business Explorer
multidimensional dataset which is used for analysis in a BEx query. An InfoCube consists
of a set of relational tables which are logically joined to implement the star schema.
You can add data from one or more InfoSource or InfoProviders to an InfoCube. They are
available as InfoProviders for analysis and reporting purposes.
The next in line is SAP Business Explorer Suite that contains multiple tools to perform
query analysis and design and for Report formatting. The Web Application Development
(WAD) can be used for application development and content can be published on to the
portal or composite applications using Broadcasting Information.
The BEx Analyzer provides an option for excel integration and you can analyze selected
InfoProvider data and use it for planning by navigating in queries created in a BEx Query
Designer.
At the top, you have the presentation layer that is used to publish the objects that are
created using SAP Business Explorer. The NetWeaver Portal can be used for publishing the
project or you can also use them in composite applications or analyze further using
Microsoft Excel.
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SAP Business Explorer
It is also possible to integrate a Crystal Report with BW that can be used to generate
form based data on top of the BW content which can be used for printing purposes.
It is also possible to call Web Applications created using BEx Web Application
Designer in SAP BusinessObjects BI Launchpad and to store and publish them into
a BO repository server.
To integrate a SAP BW system to BusinessObjects tools, you can create a BICS connection
to the BEx query. You can select a Cube while creating an OLAP connection using the BICS
connection.
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3. SAP BEx – BEx Query Designer SAP Business Explorer
In this chapter, we will discuss what a Query Designer is and understand its functions. We
will also learn how to create new queries.
Filters can be applied in the query to restrict the data returned for the query. You can also
insert query in workbook and that has been shown in the BEx Analyzer.
To open the BEx Query Designer, navigate to the Business Explorer Query Designer
Run.
Select SAP logon screen, BW system as per your SAP GUI system.
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SAP Business Explorer
In the next window, you need to enter your Login Credentials. Enter the Client, User,
Password and the Language.
This will open the SAP Business Explorer NetWeaver Query Designer. You will not be able
to see the home screen for the SAP BEx Query Designer.
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SAP Business Explorer
In the middle pane, you have the Characteristics Restrictions – it shows all the filters
that have been used in the query. You have 4 tabs under the characteristics restriction,
which are –
Filter
Rows/Columns
Conditions
Exceptions
Filter: Here you can see the list of dimensions in the query on which the filter has been
applied to restrict the values in the query.
Rows/Columns: In this tab, you can see the list of dimensions and key figures under
rows and columns section. You can also see the free characteristics and preview under this
tab.
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SAP Business Explorer
Conditions: In this tab, you define the Condition like ranking of the values under key
figures. You can select Top 5 values, Top 10 values and under conditions in the query. You
can select different Operator functions to pass these Conditions.
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SAP Business Explorer
Exceptions: You can also add Exceptions/Alert to key figures. You can create an Exception
and keep it inactive by unchecking the check box.
On the right side of the home screen, you have the Query Properties. You can see the
description, technical name and the InfoProvider.
You will see the list of all the queries available. It shows the Query description and not
Technical name of the query. Select the query for which you want to see the technical
name and InfoProvider.
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SAP Business Explorer
To see the technical name, description and InfoProvider name and other properties you
should select the Query. On the right hand side, you can see the Query Properties. If you
can’t see the query properties, you can also use the Query Properties button at the top.
The Technical name, InfoProvider, Description and Key date is shown under the GENERAL
tab.
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SAP Business Explorer
At the bottom, you have the Message pane. It is used to check the query consistency. If
there is any issue in the query, it shows an error message in red or any other warnings
too.
To create a new query, there should at least be an InfoProvider in the SAP BW system.
The BEx Query Designer can also be called from other tools by navigating through the
path given below:
You can also open the BEx Query Designer from the BEx Web Application Designer.
Navigate to Tools BEx Query Designer in the Web Application Designer or It can also be
accessed via the BEx Report Designer Tools BEx Query Designer.
To define a new query, you need to navigate to Query New in the Query Designer.
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SAP Business Explorer
The next step is to make the selection screen for all the InfoProviders that you can define
in a new query.
In the history tab, you can see all the recently used InfoProviders. From all the available
InfoProviders under InfoAreas, select the InfoProvider that you want to use. You can also
search for an InfoProvider in History or under InfoAreas.
Once you add the InfoProvider, it is added to the InfoProvider pane. The list of all the
available objects are then shown in their hierarchical structure. Drag the characteristics
that you want to add to the Character Restrictions.
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SAP Business Explorer
Note that the filter screen area contains empty directories for the filter selection and the
Rows/Columns screen area contains empty directories for the rows, the columns, and the
free characteristics of the query.
The preview of the results area for the query can be found at the bottom right of the
screen.
The filter selection has a restricting effect on BEx query. All the data from the InfoProvider
is aggregated with the filter selection.
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SAP Business Explorer
You can also add the default values to the filter. You can double click on any of the
characteristics and it will open a new window to make the default value selection.
When you expand each characteristic value under the Default selection, you can see the
selected default values.
You can also add Conditions/Exceptions to a BEx query. Navigate to the View tab
Exceptions/Conditions.
It is also possible to drag and drop to change how the key figures and characteristics are
arranged in the rows and columns until the preview displays the results area you want.
You can also define a new calculated key figure and can be added to the BEx Query in the
Query Designer. To create a new calculated/restricted key figure, right click on the Key
figure Select.
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SAP Business Explorer
A Restricted Key figure is defined as the key figure which can be restricted with the
Characteristics.
A Calculated Key figure is defined as the key figure which is calculated using other key
figures based on some formula. A calculated key figure is global to all the queries in the
InfoProvider.
You can save the query by clicking on the save button at the top.
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SAP Business Explorer
Enter the Technical Name and Description of the query. The technical name of the query
should be unique to all the InfoProviders in the SAP BW system. You can add a name of
up to 30 characters in length.
You can select the location where you want to save the query. You can choose the Favorite
folder or can also assign to a specific role.
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4. SAP BEx – BEx Query Designer Features SAP Business Explorer
In this chapter, we will discuss the various features of the BEx Query Designer and
understand its functions. We will also learn the different Query Components in detail. In
addition, we will learn how to set up the Query Properties and the various Properties of
the Query Components.
Variables
To see the where the objects are used, you can select the Where Used List in the context
menu.
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SAP Business Explorer
To check the details of an object, go to the context menu and click on the Display button.
It shows you the following information:
Technical name
Identifier
Last changed by
Date/Time
Variable
In a Query Designer, you can define Variables to pass the value at run time. They can be
used in web applications and other queries as a placeholder. To define Variables for any
of the objects in query, you must open the Variable Editor.
You can open the Variable editor by clicking on the below option in the Query Designer.
This option is available in the Query Properties of all the components where you can pass
constant values.
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SAP Business Explorer
You can also click on the drop down button and can access different options to create/edit
variables.
Entry of Variables: Using this field, you can use this dialog to select a variable.
New Variable: You can use this option to create a new variable in the BEx query.
Change Variable: You can select a variable and click on the Change Variable
button to change the value of the variable.
Remove: This option can be used to remove a variable from the list.
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SAP Business Explorer
When you select New Variable/Change Variable, the following dialog box opens:
To define a new Restricted Key figure, navigate to Restricted Key figure folder Context
Menu and New Restricted Key Figure.
This will create a New Restricted Key Figure and the properties for the restricted key figure
are displayed in the Properties screen area.
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SAP Business Explorer
Define the technical name and description and click on the save button to save the key
figure. To edit the restricted key figure, click on the Edit button or double click on the
name in the hierarchical structure.
In the detailed view, you can see the directory of all objects available in the InfoProvider
and on the right side you have an empty field to define the key figure.
To define a new calculated key figure, right click on the Key figure folder New.
This will add the Calculated Key figure in the hierarchical structure and properties for the
calculated key figure are displayed in the Properties screen area.
To define the calculation formula for the key figure, double click on the Calculate Key
Figure. You have an option to define the Calculated Key figures in the General Tab.
Drag any other key figure and Operator from the Operators section. You have different
Operators available under this section.
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SAP Business Explorer
You can also define Aggregation for new Calculated Key figures.
The following function types are available under the General tab to define the calculation
for the New Calculated Key Figures:
Basic Functions
Percentage Functions
Data Functions
Mathematical Functions
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SAP Business Explorer
Trigonometric Functions
Boolean Operators
Once you define the formula, click on the OK button as shown in following screenshot.
You can also go to the Properties tab of the Calculated Key figure. You can define different
properties for a new key figure and can also edit an existing key figure:
Description
Display
Number format
Currency translation
Local calculations
Aggregation behavior
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SAP Business Explorer
General Tab: You can enter the Description, Technical Name, InfoProvider and the Key
Date along with the Last Changed By details under the General tab.
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SAP Business Explorer
Variable Sequence Tab: This tab consists of variables listed in the query. You can also
arrange the Variable sequence defined in the query.
Display Tab: You have Display options and document links inside the Display tab. Under
the Display Option, you can adjust formatting after Refreshing, Scaling Factor, or Hide
Repeated Key Figures.
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SAP Business Explorer
You can create a document link for Metadata, Master Data and InfoProvider for a query.
Rows/Column Tab: This is used to define where results are displayed for a query.
Suppress Zeros: This option can be used to specify whether columns or rows containing
zeros are to be displayed or not.
Effect on: This field can be used to specify whether suppression of zeros should be applied
to both rows/columns or only to rows or columns.
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SAP Business Explorer
Value Display Tab: This tab is used to display the +/- value in the query and zero value
display.
Planning Tab: You can define if a query should start in the change mode or the display
mode.
For the queries that are not input ready, the Start Query in the Change Mode checkbox is
always inactive and cannot be changed. When there is input ready queries, the check box
is active.
Calculate Inverse Formulas: Using this option, Inverse formulas are used to recalculate
input-ready formulas in planning the applications.
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SAP Business Explorer
The following component properties can be set in the BEx Query Designer:
Characteristic Properties
Attribute Properties
Selection/Formula/Cell Properties
Structure Properties
Filter Properties
Variable Properties
Condition Properties
Exception Properties
Row/Column Properties
In the Query Designer, you can derive properties of each component from the other object
or can also set its value. You can also see the object name and can derive properties from
the following objects:
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SAP Business Explorer
The characteristics in the reusable filter can derive properties from the characteristics in
the InfoProvider.
With this, we conclude the most commonly-used Properties of the Query Components.
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5. SAP BEx – BEx Web SAP Business Explorer
In this chapter, we will discuss in detail about BEx Web and understand its functions. We
will also learn how to use the Web Application Designer. In addition, we will learn how to
do the Analysis and Reporting along with creating a Web Application and the various BEx
Web Analyzer options.
These web templates can be edited in the Web Application Designer for any changes. The
web templates are HTML pages which can be designed to meet individual requirement
based on the standard markup language and Web Design API.
To open the Web Application Designer, you should navigate to Business Explorer folder
Web Application Designer.
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SAP Business Explorer
When you click on the Web Application Designer, you need to pass the details of the BW
System:
Client
User Name
Password
Language
The BEx Web Application Designer (WAD) consists of the four screens that provides
different functions to develop various web applications:
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SAP Business Explorer
Under the Web Items Standard option, you can use the following item types:
Analysis
Chart
Report
Navigation area
Filter area
Button group
Dropdown box
Checkbox group
List box
Under the Web Items Advance option, you can use the following item types:
Web Template
Container Layout
Container
Tab Pages
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SAP Business Explorer
Group
Single Document
Document List
Map
System Messages
Information Field
Input Field
Under the web items miscellaneous option, you can use the following item types:
Text
Link
List of Exceptions
List of Conditions
Menu Bar
Properties Pane
Ticker
Context Menu
Script
Custom Enhancement
Page Break
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SAP Business Explorer
The Data Provider section can be used to create data providers of type Filter or of type
Query View. To add a data provider, you can drag the required data provider type into
your Web template.
In the Web Template screen area, you have three different tabs at the top:
Layout tab
XHTML tab
Overview tab
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SAP Business Explorer
Layout tab: This tab is used to design the visual focus of a web template. You can drag
and drop the items from the web item section into the web template.
XHTML tab page: This tab is used to view XHTML w.r.t the layout view of web items
added to template. Each component in the XHTML code has different color.
Comments: Gray
Attributes: Red
Attribute values: Blue
HTML tags: Black
Web items, Commands, Data Providers: Dark red
Texts: Green
Hyperlinks: Violet
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SAP Business Explorer
<bi:bisp xmlns="http://www.w3.org/TR/REC-html40"
xmlns:bi="http://xml.sap.com/2005/01/bi/wad/bisp"
xmlns:jsp="http://java.sun.com/JSP/Page" >
<html >
<head >
<title >BEx Web Application</title>
<meta content="text/html; charset=utf-8" http-equiv="Content-Type" />
</head>
<body >
<bi:CHART_ITEM name="CHART_ITEM_1" designheight="300"
designwidth="300" >
<bi:DATA_PROVIDER_REF value="%NM%" />
</bi:CHART_ITEM>
<bi:ANALYSIS_ITEM name="ANALYSIS_ITEM_1" designwidth="400"
designheight="200" >
<bi:DATA_PROVIDER_REF value="%NM%" />
</bi:ANALYSIS_ITEM>
<bi:TEMPLATE_PARAMETERS name="TEMPLATE_PARAMETERS" />
<!-- insert data providers, items and other template content here -->
</body>
</html>
</bi:bisp>
You can make changes to the XHTML of a web template and they are reflected directly in
the Layout tab. In the above program, you can see the XHTML code of the web items
added to the Web template.
Overview: In overview tab, you can see all data providers, web items and commands. To
display any of these field, you can select check box.
You can also select different sort order for each object:
Grouped: Using this, you can list the objects used by type: Data Providers, Web Items
and Commands.
Web Template: Using this sort order, sequence of objects used in the web templates are
displayed as a flat structure.
Web Template Hierarchical: The web template sequence is displayed in the form of the
hierarchical structure.
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SAP Business Explorer
From the drop down list, you can select the web template or the individual web item.
Under Properties, when you select a Web template from the dropdown box this allows you
to set the parameters for web template.
When you select a web item from the drop down list, the following settings can be done:
General Tab Page: This option allows you to create a new data provider for the web item
and assign it to web item of your web template.
Web Item Parameter Tab Page: This option is used to select parameter for selected
web item. You can set different parameters for a web item related to display, internal
display, data binding, chart text, etc.
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SAP Business Explorer
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SAP Business Explorer
You can also open a new web template by clicking on the new icon in the Web Application
tool bar. The next step is to assign a data provider to the web item. You can assign one
data provider to multiple web items.
Enter the name of the data provider in the dialog box and make the settings as per the
data provider.
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SAP Business Explorer
To add a web item, you can drag it from the Web Section: Under Standard, Advanced and
Miscellaneous. The web item appears in the web template screen area. You can rename a
web item by clicking on the Rename web item button under the Properties tab.
The next step is to navigate to Properties Select General tab to make or change the
assignment of a data provider for the corresponding Web item. The next step is to navigate
to Web Item Parameters tab page where you can define the parameters for the web items.
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SAP Business Explorer
To define the layout, you need to use the Format tab in the tool bar.
Click on the Format tab at the top Select Align Left in the menu bar of the Web
Application Designer that allows you to left justify the Web item.
Click on the Format tab at the top Select Align Right in the menu bar of the Web
Application Designer that allows you to right justify the Web item.
Click on the Format tab at the top Select Align Center in the menu bar of the Web
Application Designer that allows you to center justify the Web item.
You can also drag a web item to the Web template screen area to any position. You can
also arrange web items in the HTML table by going to the Table tab.
To arrange the web items, you need to drag different Web items into the individual table
cells.
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SAP Business Explorer
Now to save the web template, navigate to the web template, Select Web Template
Save it in the Web Application Designer menu bar.
To execute the web template, navigate to the Web Template Execute to view your Web
application in the browser. To execute the web template, you need to save the web
template.
You can also print the web application by selecting the Print option in the context menu of
the executed web application.
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SAP Business Explorer
You can perform the adhoc data analysis and can also use other Web analyzer functions
like the broadcasting function that allows you to broadcast the analysis to other users.
In the Web Analyzer, you can also save the data view by selecting the save view option
under the context menu.
You have a wide range of functions that are provided under the Web Analyzer which can
be used to perform the adhoc analysis:
Navigation Pane
Links
Push Buttons
Context Menu
In the Web Analyzer, you can see different functions that can be performed at the push of
a button. All these functions have been explained in detail:
New Analysis: With the use of the New Analysis push button, you can create a new
analysis by selecting a data provider to base your analysis on. For New Analysis, you can
select data providers either from a SAP BW system or a non-SAP data provider to be used
in the New Analysis.
Open: This option is used to access the saved analysis. You can save your data analysis
under the Favorites section to quickly access them.
Save As: You use this option to save the analysis in your portal favorites or inside the BEx
portfolio by passing the name of the analysis. Using this option, you can save the type of
data display and it can be further accessed during the analysis using the Open button.
Display As: This options allows you to view the saved data analysis in a different format.
You specify the type of display using the drop down option. The following options are
available under the Display drop down list:
Table
Graphic
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SAP Business Explorer
Information: This button can be used to view the information about the data provider in
the analysis.
Print Version: This option can be used to make the setting for Print of your data analysis.
You can make different selections and click OK and a PDF is generated.
Export to Excel: This push button is used to display the query result to Microsoft Excel.
It also shows you to filter restrictions and the exceptions are highlighted.
Comment: This option can be used to add a comment about the data provider in the
analysis.
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6. SAP BEx – BEx Web Integration SAP Business Explorer
In this chapter, we will discuss in detail about BEx Web integration and understand its
various features. We will also learn the Pattern options in BEx and how to integrate BEx
and BW objects in the portal. In addition, we will understand how to access the BEx Web
Applications on mobile devices.
You can configure the patterns in the Web Application Designer. The following Pattern
types are available that can be used:
Information Consumer Pattern: This BEx pattern is easy-to-use for the web
application users and does not require any knowledge of BI.
Analysis Pattern: This pattern is used for web application to perform complex
data analysis.
You can select this option to access BI patterns via the Pattern Wizard.
Navigate to All Patterns and BEx Patterns tab page, choose a BEx pattern from under the
BEx Patterns with Pattern Wizard node. The Pattern Wizard starts automatically.
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SAP Business Explorer
When using pattern wizard, you have the following options to select patterns and web
templates:
List of BEx Patterns and Web Templates: Using this option, you can use all the
predefined Web templates and patterns that have been saved in the Favorites folder.
All BEx Patterns and Web Templates: Using this option, you can list all the available
predefined web templates and patterns.
BEx Patterns with Pattern Wizard: When you select this option, it lists all the
patterns that you can edit or configure with the Pattern wizard.
Sample Web Templates for Direct Editing: Using this option, it defines the web
template that you can edit all the functions available in the Web Application
Designer.
The integration of BW objects and BEx with Portal is configured after the installation.
The SAP NetWeaver Portal allows the following types of authentication to the users:
Client Certificate
Assertion Ticket
Application Portal EPC: This is applicable when the full enterprise portal capabilities are
not required. It is also known as the EP Core. It consists of the Portal and Universal
Worklist (UWL).
The portal provides a single access point to SAP and non-SAP information sources,
organization applications, database and services. The user can access the portal from
mobile devices like smartphones, tablets, as well as from desktop and laptops.
The portal allows the users like - employees, customers, partners and suppliers to manage
role-based access in accessing the information specific to their daily work tasks.
A Universal Worklist (UWL) allows the business users to manage, operate and delegate
their daily work items. These work items can be generated using an automated business
processes. By using this UWL, it collects work items from multiple provider systems in one
list for the one-stop access.
You can access your PDA (Personal Digital Assistant) – Microsoft Windows Mobile
Operating System and Pocket Internet Explorer.
Apart from the above-mentioned options, you can open web applications on the Mobile
device with an EPOC32 OS as well.
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7. SAP BEx – BEx Analyzer SAP Business Explorer
The BEx analyzer is an analysis based reporting and designing tool embedded with
Microsoft Excel which can be used to the analyze data in the InfoProvider. You can also
add different control types such as, Analysis Grids, Dropdown Boxes and Button in an
Excel workbook.
The BEx Analyzer provides you two different function modes that can be used for executing
OLAP Analysis or to develop interfaces for Query Applications.
Analysis Mode
This mode can be used for executing queries created in a query designer to perform OLAP
analysis. You can also define new queries by launching the BEx Query Designer. You can
also use planning functions and advanced planning functions written in VBA.
The workbooks created using the BEx analyzer can be saved on the server or you can also
save it locally.
Design Mode
You can use the design mode to design the interface of your workbook where you can
insert the Analysis Grid, Radio Buttons, Dropdown Boxes into a Microsoft Excel
workbook. You can perform workbook formatting and customize the chart types in an excel
workbook.
To access the BEx Analyzer, navigate to Program files Business Explorer Analyzer.
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SAP Business Explorer
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SAP Business Explorer
You can also save a workbook with a new name. To do so, select Save Save Workbook
As in the analysis toolbar or you can also click on BEx Analyzer Save Workbook As in
the menu.
Refresh
You can also control the automatic refreshing of the workbook in the BEx Analyzer. For
activating this, navigate to BEx Analyzer Refresh.
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SAP Business Explorer
Global Settings
This option can be used to configure the Global settings and it allows you to enter the
setting that is applicable to the full application.
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SAP Business Explorer
There are other options that you can select from the BEx Analyzer drop down box. You
can access the SAP Documentation on the BEx Analyzer by going to the “Application Help”
option.
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SAP Business Explorer
There are 11 design items from which you can select under the Design Toolbar. When you
click on the Design Toolbar, you can find the following options:
Insert Button
Insert Text
Insert Messages
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SAP Business Explorer
The last option is Workbook setting, which can be used to configure the general functions
to workbooks in the Analyzer. All the design items that you insert in the workbook are
shown in the end of the list under the Design Tools.
To open the properties of the design item, click on the design item in the list.
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SAP Business Explorer
Under the Properties of the Design Item, you can define different fields such as –
General
Associated charts
Clipping.
To start with, you need to check the security settings. Choose Tools Macro Security
and set the indicator for Trust access to the Visual Basic Project.
Create a new workbook and to put the title of workbook move to the required cell in the
workbook Enter the Title and assign a font to it.
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SAP Business Explorer
To design the workbook, move to the Design mode. Navigate to Design Toolbar Design
Mode as shown in the following screenshot.
To show the query results with the actual and plan data, move to the relevant cell and
select Insert Analysis Grid in the Design toolbar and open the properties of the design item
as mentioned in the previous topic.
Go to the General tab of the Properties and select create a new data provider and it will
open the dialog box which displays the name of current data provider.
To define start view of the data provider, click on the Query view and a dialog box appears.
The next step is to select the required query or the query view and the select Open. This
will allow the system to insert the name of the InfoProvider on which the query is created
and this information is displayed in the InfoCube field as shown below:
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SAP Business Explorer
Once your data provider is configured, click OK and this will take to Properties of Analysis
Grid design item. You should select the check box for Apply Formatting and Allow
Navigation.
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SAP Business Explorer
In a similar way, add the dropdown box to the required cell and select Properties. Select
the configured data provider and check the option Label Indicator. Now, the next step
is to go to the Dimensions tab page, you need to select the dimensions for which you want
to be able to select values in the dropdown as shown in following screenshot.
The next step is to add the push button for this special function. Go to the Design Toolbar
and add a design item type Button.
Go to the context menu of the button and select Planning specific command Select the
required planning function and data provider.
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SAP Business Explorer
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8. SAP BEx – Analysis Functions in BEx SAP Business Explorer
In this chapter, we will discuss in detail about the different Analysis Functions in BEx. We
will also learn how to perform local calculations, adding conditions to improve data analysis
and Exception Reporting.
There are a few functions that can be used to perform Local Calculations:
Calculate Result As
You can use this function to recalculate the result rows in the BEx Web Application as per
certain criteria. You override the standard calculation using local calculations. It includes
only those numbers in the calculation appear in the current application view.
BEx Analyzer
BEx Analyzer
Note: This condition doesn’t alter the values displayed or the key figures in the result
rows.
You can also define multiple conditions in a query, which can be separated using a logical
AND.
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SAP Business Explorer
The function to define a condition is available in the following Business Explorer tools:
BEx Analyzer
In Web Applications
Mixed Condition
There are different operators that can be used for Threshold Value Condition:
= Equal To
Not Equal To
Greater Than
[] Between
][ Not Between
There are different operators that can be used for Ranked List Condition:
Top N
Top %
Top Total
Bottom N
Bottom %
Bottom Total
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SAP Business Explorer
Web Applications
In the Exception section area, select New Exception from the context menu as shown in
the following screenshot.
Select the Exception and Right Click Edit. This will open the Change Exception window.
The next step is to define the Exception in the change exception window. There are
different alert levels that you can select.
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SAP Business Explorer
= Equal To
Not Equal To
Greater Than
[] Between
][ Not Between
Display Tab
You can define if an exception affects the data cells or the characteristic cells. As per the
defined setting, highlighting for the exception is displayed on the numbers for the selected
key figure or the text for the most detailed characteristic value.
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SAP Business Explorer
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9. SAP BEx – BEx Objects
SAP Business Explorer
In this chapter, we will discuss in detail about working with BEx Objects. We will also learn
how to Open and Save Objects.
BEx Query
A BEx query contains characteristics and key figures that can be used to analyze data in
the BW System. These objects in the query are imported from the InfoProvider. These
queries are used in the BEx Applications.
You can open BEx Queries directly in the default view in the BEx Web Analyzer or BEx
Analyzer and they can be executed to create planning applications and data analysis in
the BEx Analyzer.
On the right side, under the Properties pane, you can see the query Properties:
Description
Technical Name
Global Settings
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SAP Business Explorer
Type of Variable
Processing By
Reference Characteristic
Filters
Filters are used to apply data restrictions and they ensure that certain user groups have
limited data access. It is also possible to create multiple filters for an InfoProvider. Filters
can be applied on queries in Query Designer or in planning applications.
To apply filters in query, you can drag the characteristics or key figures to a filter pane.
These can be further restricted by applying single values, range of values or multiple
values.
Variables
In the Query Designer, you can define Variables to pass the value at run time. They can
be used in web applications and other queries as a placeholder. To define Variables for
any of the object in query, you must open the Variable Editor.
You can open the Variable editor by clicking on the following option in the Query Designer.
This option is available in the Query Properties of all the components, where you can pass
the constant values.
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SAP Business Explorer
Structure
A structure in a BEx query is used to define the axes framework in a table. When you
define structure, it defines the sequence of characteristics and key figures in rows and
columns in a BEx query.
To define a new structure, you need to navigate to the Row/Column section in the Query
Designer Select New Structure from the context menu.
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SAP Business Explorer
Right-click on Structure and go to New Selection. Here, you can add Key figures and
characteristics and these can be added to the Preview tab under the Row and Column
section.
There are various other objects that you can manage under different Business Explorer
Tools.
Query Views
Data Providers
Bookmarks
Workbooks
Broadcast Settings
Dashboards
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SAP Business Explorer
You can also publish the queries so that it can be used by other users or can also publish
to Portal Content.
To publish a query, you need to navigate to the Publish option in the Query Designer. You
can also share a query via the BEx Broadcaster.
To reuse the filter, you need to define a technical name and description of the filter.
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SAP Business Explorer
In a similar way, you can also save and reuse other objects in a Business Explorer. The
following objects can be saved and reused:
Query Views
Data Providers
Bookmarks
Workbooks
Broadcast Settings
Dashboards
In the next chapter, we will learn in detail about the accessibility mode in SAP Business
Explorer.
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10. SAP BEx – Accessibility Mode SAP Business Explorer
To perform data analysis, you need to use the BEx Analyzer and you can add the data in
a workbook. When you use the Web Applications, you can activate user profiles in the
Portal configuration.
To show and hide the filter in a workbook area, you can use following keyboard shortcuts:
Filter: ALT+F
Information: ALT+I
In a filter, you can also define filter conditions. The following functions can be performed
using key combinations as shown below:
Settings: CTRL+SHIFT+E
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SAP Business Explorer
You can also define variables in a query and different key functions can be performed in a
variable dialog box.
Attributes: CTRL+P
In the next chapter, we will learn in detail about the various Broadcasting Options in SAP
Business Explorer.
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11. SAP BEx – Information Broadcasting SAP Business Explorer
Using broadcasting options in Business Explorer, you can make BEx objects available to a
wide range of users. You can pre-calculate a workbook, web templates, reports and query
views and broadcast them in an email to the NetWeaver Portal. These documents can be
shared in different formats like HTML, MHTML and other formats, whereas you can also
share the URL and online links.
You can call a BEx broadcaster from different Business Explorer tools.
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SAP Business Explorer
The BEx Broadcaster displays a list of the available broadcast settings for the workbook
that you edited in the BEx Analyzer.
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12. SAP BEx – Integration with BO SAP Business Explorer
You can also integrate all BEx objects with SAP BusinessObjects tools. When you integrate
BEx with BO tools, it broadens the scope for reporting and data analysis. You can perform
the following integration with SAP BusinessObjects:
When you open any of the BusinessObjects tools, you have an option to consume BEx
Query to create a BI Report or Dashboard. You can use the existing queries in the Query
Designer and can also create new queries in the BEx Query Designer tool.
Open SAP Crystal Report Designer to integrate with the BEx Query. Navigate to Data
Source Select BEx Query.
You can also connect to other SAP BusinessObjects tools to connect to BEx Query and you
can import the characteristics and key figures to create dashboards and BI reports.
To connect the Dashboard to the BEx Query, you need to navigate to the Query Browser
Add Query Select BEx.
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SAP Business Explorer
Next is to select the connection Search for BEx Query that you should use based on the
InfoProvider to use in the BO Tool.
This is how you can connect SAP BusinessObjects tools to BEx Objects.
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