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Use Case - Workbook Precalculation and Broadcasting

Use Case_ Workbook Precalculation and Broadcasting

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14 views

Use Case - Workbook Precalculation and Broadcasting

Use Case_ Workbook Precalculation and Broadcasting

Uploaded by

Veeresham Naalla
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Use Case: Workbook Pre

calculation and Broadcasting

Applies to:
SAP Business Intelligence, SAP Enterprise Portal, Broadcasting, Pre calculation Server. For more
information, visit the Business Intelligence homepage.

Summary
This use case provides you a step by step sample how to insert a workbook into your portal, which contains
BI data. With the help of the Precalculation Server and Broadcasting this workbook will be automatically
refreshed every Monday.
Author: Dezso Pap
Company: SAP AG
Created on: 30 September 2009

Author Bio
Dezso Pap works as Senior Support Consultant at SAP for over 5 years. He has experience in
various NetWeaver topics and BI precalculation.

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© 2009 SAP AG 1
Use Case: Workbook Pre calculation and Broadcasting

Table of Contents
Introduction ......................................................................................................................................................... 3
Prerequisites ................................................................................................................................................... 3
Create your workbook......................................................................................................................................... 3
Create a broadcasting setting for the workbook ................................................................................................. 4
Results ................................................................................................................................................................ 8
Related Content .................................................................................................................................................. 9
Disclaimer and Liability Notice .......................................................................................................................... 10

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© 2009 SAP AG 2
Use Case: Workbook Pre calculation and Broadcasting

Introduction
In this article you will see how to create a document for your colleagues / managers in your portal, which will
contain actual data whenever they open it. The data will come from your BI system and will be stored in
Excel format in your portal. In this scenario we will use Enterprise Portal 7 and SAP NetWeaver BI 7.0

Prerequisites
To follow this guide you will need to have some components configured in your system. These are:
 Precalculation Server has to be installed and running – You can find installation guide in SDN.
Please check the Related Content section of this document. It is easy to verify whether you have a
running Precalculation Server via transaction RSPRECADMIN. On the initial list there should be at
least one server with green status.
 BI Query that supplies data for your workbook. You can create a query using the Query
Designer provided in your SAP Business Explorer tools. Designing a query is not scope of this
article. There are numerous documents in SDN in this regard.
 Your portal needs to be configured for receiving broadcasted documents. It has to have KM and
Collaboration installed and configured. Please check Related Content section for more documents
about this topic.
 SAP Business Explorer tools and SAP GUI installed on your computer. The users who will
access the document, will be able to open the workbook without SAP BI Frontend installation, but for
navigation in the workbook they will need this too.

Create your workbook


To create a workbook we will use the BEx Analyzer what is part of the SAP Business Explorer tool.
1. Start the analyzer, what will open your Excel
2. Select BEx-add-in >> Open query.
3. The analyzer will ask for you login details to your BI System. / You can select the BI System
from your SAP logon system list using the systems button/
4. Select the query you would like to use for data source for your workbook. You can also create
the workbook based on more queries.
5. You can enter values for variants; these will be used during the execution of the query when
your workbook is pre-calculated.
6. Save it as workbook using the BEx Analyzer menu.
Now the workbook is stored in your SAP System, and it is ready for usage in a broadcasting scenario.

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© 2009 SAP AG 3
Use Case: Workbook Pre calculation and Broadcasting

Create a broadcasting setting for the workbook


Login to your portal with a user that has role: Business Explorer /
pcd:portal_content/com.sap.pct/platform_add_ons/com.sap.ip.bi/Roles/com.sap.ip.bi.business_explorer_showcase /.

1. Start the broadcaster. /Business Explorer > BEx Broadcaster /


If you have single-sign-on configured between your portal and BI Server you will be logged on to
your BI system, if not you have to enter the user and password for the BI backend.
2. Open the workbook you created in the previous section.

Figure 1: Open the workbook

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© 2009 SAP AG 4
Use Case: Workbook Pre calculation and Broadcasting

3. Create a new setting for your broadcasting. In this article we do not use the wizard as we would
like to select dedicated Precalculation Server for the setting. After pressing “Create new Setting”,
select “Broadcast to the Portal” as distribution type and enter a name for the file. /This will be the
technical name of the document! /
4. Enter a user for “Authorization user”. This will be the user used to execute the Job on the
backend. This user should be able to publish the document to KM as well. This users settings in the
BI System will affect the locals /e.g Date or Number format /.
5. Select language. This language setting will be used during the background processing of the
document. It does not influence the “online” execution of the setting.
6. Select: “Export Document to Other Folder.” As we want the document to be published in the
collaboration room.
For Information: If you select here “My Portfolio” you can enter the names of the users
separated by semicolons. These users will then have the document in their personal portfolio. /
You also can use BI Roles, than all users having the role will receive the document. /
When the flag “User-Specific” is selected, the system generates a document for each user on
the user’s language and with the user’s locale.

Figure 2: Export Document to other folder

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© 2009 SAP AG 5
Use Case: Workbook Pre calculation and Broadcasting

7. With the help of the F4 help select a folder where your colleagues will be able to acess the
document. In this article we will place the document into the collaboration rooms “Room >>
Docuements” folder.

Figure 3: Select the portal folder for the document


8. Select “Texts” tab. Here you can enter information, which will be used as the attributes of the
document in the portal.
a. Title and description: you can use “F4” help to get these attributes from variables, otherwise
enter the texts you would like the document to have.
b. You can also select the Importance of the document.

Figure 4: Enter portal document text information

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© 2009 SAP AG 6
Use Case: Workbook Pre calculation and Broadcasting

9. On the workbook precalculation tab you can select a specific precalculation server.

Figure 5: Select Precalculation Server


10. Select button schedule. - The system will ask you to save the setting. Select OK, and fill the
technical name and the description fields. >> Select Transfer
11. Fill the Scheduling screen. In this article I selected weekly periods for the update and broadcast
of the workbook.

Figure 6: Create scheduling


12. Save the Setting, and Execute it to store the file right now in the portal Collaboration room.
When you execute the setting, the current logged on users data will be used for the generation and
execution. / E.g. the current logon language will be the language of the document! /

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© 2009 SAP AG 7
Use Case: Workbook Pre calculation and Broadcasting

Results
If you check now in your BI system in Tr. SM37 you will see the Job scheduled under the name of the
Authorization user. And you will find the workbook in the Collaboration room you selected. /If you
executed the Broadcasting in step 9. / Users can also subscribe to these documents, so they get an e-
mail notification when the file is updated.

Figure 7: Workbook in collaboration Room


End users having BI front end installation can navigate in the document after logon to the BI system.
If there was an error during the precalculation, you can check the log file in Tr. RSPRECADMIN. The log is
located under the Precalculation Server you selected in Point: 9.

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© 2009 SAP AG 8
Use Case: Workbook Pre calculation and Broadcasting

Related Content
Installation of Precalculation Server
Configuration for Information Broadcasting
Setting Up Broadcasting to the Portal
For more information, visit the Business Intelligence homepage.

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© 2009 SAP AG 9
Use Case: Workbook Pre calculation and Broadcasting

Disclaimer and Liability Notice


This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not
supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.
SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document,
and anyone using these methods does so at his/her own risk.
SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or
code sample, including any liability resulting from incompatibility between the content within this document and the materials and
services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this
document.

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© 2009 SAP AG 10

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