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Course BW & SAP Financial Reports Training

This document outlines lessons for a training course on using BW & SAP Financial Reports. It covers topics such as opening BW, finding and selecting queries, understanding the anatomy of BW reports, using currency fields, drilling across and drilling down on reports, using the back button, and setting subtotals or suppressing rows. The document provides information on the toolbar functions and steps to complete various reporting tasks in BW.

Uploaded by

Hai Hai Wayne
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
75 views

Course BW & SAP Financial Reports Training

This document outlines lessons for a training course on using BW & SAP Financial Reports. It covers topics such as opening BW, finding and selecting queries, understanding the anatomy of BW reports, using currency fields, drilling across and drilling down on reports, using the back button, and setting subtotals or suppressing rows. The document provides information on the toolbar functions and steps to complete various reporting tasks in BW.

Uploaded by

Hai Hai Wayne
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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BW & SAP Financial Reports Training

BW & SAP Financial


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Lesson 1 - Settings

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Excel Macro Security

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Lesson 2 - Opening BW

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Opening BW

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Opening BW

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Lesson 3 - Logging into BW

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Toolbar Open Function

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Lesson 4 - Getting to Know the folders

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Roles folder The queries saved in the Roles folder is by Group/ Role. For example, the
procurement queries can be consolidated into one Role folder for the ease of identification. Based
on the security profile/ access, this allows direct access to the queries that have been identified for
analysis. Therefore, from a query access point of view, the Role folder could be a list of all
available queries for the user based on responsibilities. InfoAreas folder The business users do not
query reports through this channel.

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Lesson 5 - BW BEx Analyzer Toolbar

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BW BEx Analyzer Toolbar

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BW BEx Analyzer Toolbar

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Lesson 6 - Change Query Icon

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Change query Change query (local view) Allows change in the arrangement of the characteristics
and key figures to rows, columns, and free characteristics in the Properties of the query. Change
query Change query (global definition) This function is not available for end-users. Change query
Change variable values This function takes you back to the selection screen. You are able to
change the variable values in the query or workbook.

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Lesson 7 - OLAP Function Icon

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The OLAP Functions for Active Cell Must be activated in the Settings function OLAP functions
with right-click To activate the filter in the Free Characteristic of the query output from right
mouse click. To activate the column/ row cell of the query output from right mouse click. The
context menu changes depends on the cell in the results areas of the query. To activate the amount
cell of the query output from right mouse click.

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Lesson 8 - Format and Layout Icon

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The Format function changes the structure and appearance of the query output. You are able to
determine the fonts, patterns, borders, alignment, and expand or collapse hierarchy. The Display
text elements functionality in Layout is able to display the system information about the query
author, last update, and query technical name. It provides details on selections made during
refresh of query.

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Lesson 9 - Tools and Settings Icon

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The Tools function allows users to Insert query and Copy query in the same spreadsheet versus
spreadsheets when query multiple reports. Remove query and remove, delete, and detach all
queries in workbook is not recommended. The Settings function allows you to control the
automatic refresh, connect/ disconnect BW server, display BW server information, and activate
the OLAP functions in the free characteristic, column/ row cell, and amount cell. BW server
connection is the second method to logon to the server.

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Lesson 10 - How to find a Query

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Option 1 - From the Roles folder. -Click on Roles will return a list of reports that you have access
to. -Majority of the Management Reporting are under the GL/Financial Reporting folder -The
GL folder is broken down to Near Realtime (refresh every 5 to 15 minutes and Non-Real time
(refresh every hour)

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Option 2: Enter the Description/Tech name with partial description

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Option 3: The Find icon at the upper right. Enter the Search string and checked the Search in
Description and Technical Name. For example, PL*, *PL, or PL no wild card. Click Find for
the searched result. The system will display both the query description and the technical name of
the query.

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Lesson 11 - Query Selection Screen

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Query Selection Screen

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Query Selection Screen

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Query Selection Screen - More

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Lesson 12 - BW Report Anatomy

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BW Report Anatomy

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Lesson 13 - Types of Currency

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Types of Currency

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Lesson 14 - Target Currency Field

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Target Currency Field

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Lesson 15 - Drill Across - Drill Down

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Drill Across

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Effect of a Drill-Across

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Drill Down

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Effect of a Drill-Down

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Removing a Drill-Down or Drill-Across

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Lesson 16 - Back Button

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Back Button

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Lesson 17 - Subtotals/Suppress Results Rows

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Subtotals/Suppress Results Rows

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Subtotals/Suppress Results Rows

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After - yellow results rows for Currency are now removed (suppressed).

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Lesson 18 - Back to Start

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Back to Start

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Lesson 19 - Swapping

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Swapping

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Swapping - continued

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Swapping - continued

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Lesson 20 - Changing (Descriptions, Local View)

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Changing Descriptions

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Change Query Local View

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Change Query Local View - continued

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Change Query Local View: Number Display

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Change Query Local View: Description, Suppress Values, and Hierarchy

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Lesson 21 - Hierarchies

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Hierarchies used in Reports

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Hierarchy Activate/Suppress

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Hierarchy - Expand

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Lesson 22 - Filtering

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Filtering Select Filter Value

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Filtering Hierarchy Search

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Filtering Hierarchy Selection

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Filtering Value Range

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Filtering Keep Filter Value

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Filtering Tips & Tricks

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Lesson 23 - Properties within a Query

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Properties within a Query

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Lesson 24 - Insert / Copy Query

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Insert Query

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Copy Query 1.3

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Copy Query 1.2

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Copy Query 1.3

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Copying Query - Note

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Lesson 25 - Display Text Element

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Display Text Element

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Lesson 26 - Refresh Query

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Refresh Query

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BW Tip: Refresh query

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Lesson 27 - Goto Icon

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The GoTo function is only enabled for few queries. Goto Exceptions During the query build
process, the exceptions need to have been identified to activate the Alert Monitor functionality.
This function is not enabled. Goto Repeat jump to double-click This function allows jump to a
saved query view when activated. For example: query TB1000 jump target to AD5000-KSB1

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Lesson 28 - Query Jump

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Go to - Query Jump

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Go to - Query Jump continue

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Lesson 29 - Variant

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Variant - Save

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Variant - Using

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Lesson 30 - Variable Personalization

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Variable Personalization - Specific Query

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Variable Personalization All Queries

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Show all button if there is variant used

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Lesson 31 - EXTRAS - Reports List / Free Characteristics / Variables Definitions

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Impact Analysis website

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Report list

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Free Characteristics / Variables Definition

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Free Characteristics / Variables Definition

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