Context Menu Functions 

Use

For the Analysis and Navigation Pane Web items, there is a context menu that you call by clicking with the secondary mouse button on the text in a cell (characteristic, characteristic value, or structural component).

Features

The context menu offers various functions depending on the cell context, the Web item used, and the settings of the Web template in the Web Application Designer.

You can activate and deactivate the individual functions of the context menu for a Web application in the Web Application Designer. In the Web template you determine which functions the context menu contains.

                                                  i.       In the Web Application Designer, drag the Context Menu Web item onto the corresponding Web template.

                                                ii.       In the Properties screen area on the Web Item tab page, activate the required parameters that correspond to the context menu entries.

                                               iii.       Save the Web template.

The context menu can contain the following functions:

Context menu entries that are indicated with an asterisk (*) in the following are not automatically offered. You must activate these entries in the Context Menu Web item as described above so that they are visible in the Web application.

Back

Choose Back if you want to undo a navigational step in this query view. This query view is the data provider for the Web item for which you select the Back function.

Filters

Keep filter value

Choose Filter ® Keep Filter Value if you only want to see the data for one characteristic value. The characteristic value itself is removed from the drilldown.

For example, in the drilldown, you have the characteristic Country. From the characteristic value Germany, you choose the function Keep Filter Value. The table data is now filtered for Germany, and the characteristic value, “Germany” in this case, is no longer displayed in the drilldown. You can only see that the table is filtered for Germany in the filter pane or in the info field.

Keep filter value on axis *

Choose Keep Filter Value on Axis if you only want to see the data for one characteristic value and, at the same time, you still want to see the characteristic value itself in the drilldown.

Filter and drilldown according to ® characteristic

Choose Filter and Drilldown According to to fix a characteristic to a value in one step (to filter it) and to drilldown according to another characteristic on the same axis (row axis or column axis).

Choose the function Filter and Drilldown According to ® for example, Region, for the characteristic value Germany. The data is filtered for Germany. The characteristic value Germany disappears from the drilldown. Simultaneously, the characteristic Region is drilled down.

Select filter value

Choose Select Filter Value if you want to filter the Web application according to values. For more information, see Selecting Filter Values.

Remove filter value

Choose Remove Filter Value to remove a chosen filter value and display the Web application unfiltered.

Conditions

If you want to create a new condition, choose Conditions ® Create New Condition. The conditions wizard appears and helps you to make the necessary settings for defining the condition with step-by-step instructions. For more information, see Defining and Changing Conditions.

You also see the available conditions for the query. If you want to activate an existing condition, select it under Conditions ® <Name of Condition>. To deactivate the condition, deselect it.

Variables Screen

You can use this function to call the variables screen so that you can change the variable values. For more information, see Variables Screen.

Change drilldown

Drilldown by ®characteristic 1

In the context menu for a characteristic value or characteristic description, choose Drilldown by ® Region, if you want to add a characteristic (for example, Region) to a precise position in the drilldown.

Swap characteristic 1 / structure 1 with ®  characteristic 2 / structure 2

You can use this function to swap a characteristic/structure with another characteristic/structure.

Remove drilldown

Choose Remove Drilldown if you want to remove a characteristic from the drilldown.

Switch axes

You use this function to swap the axes of the query. If you have characteristics in the rows and key figures in the columns and you choose Swap Axes, then the key figures are displayed in the rows and the characteristics are displayed in the columns.

Hierarchies

Hierarchy active

You use this function to switch presentation hierarchies on and off.

Hierarchy nodes expanded

Select Hierarchy Nodes Expanded, if you want to expand a hierarchy node. If you want to collapse the hierarchy node, deselect the field. You can also expand or collapse the hierarchy node by clicking on the hierarchy symbol.

Expand hierarchy ® level <1>

Choose Expand Hierarchy ® Level <1>, if you want to display more levels of the hierarchy. Alternatively, click on the hierarchy symbol to expand the hierarchy. For more information, see Working with Hierarchies.

Print version

You can use this function to generate a print version of the Web application as a PDF file. For more information, see Creating Print Versions of BI Applications.

Broadcast and Export

Broadcast e-mail

If you want to broadcast the Web application by e-mail, select Broadcast and Export ® Broadcast E-Mail. You can have the Web application precalulated at a predefined time or you can have it sent to the required recipients as an online link.

The Broadcasting Wizard appears and provides step-by-step instructions to help you make the necessary entries for broadcasting. If you want, you can also reach the BEx Broadcaster from the Broadcasting Wizard to make any additional detailed entries. There you can select another Web application, a query, a query view, a report, or a workbook for precalculation and broadcasting.

For more information, see Broadcast by E-Mail.

Broadcast to Portal

If you want to put the Web application into the portal as a precalculated file or as an online link, choose Broadcast and Export ® Broadcast in Portal.

The Broadcasting Wizard appears and provides step-by-step instructions to help you make the necessary entries for broadcasting. If you want, you can also get to the BEx Broadcaster from the Broadcasting Wizard to make any additional detailed entries. There you can select another Web application, a query, a query view, a report or a workbook for precalculation and broadcasting.

For more information, see Broadcast to the Portal.

Broadcast to Printer

If you want to schedule the Web application for printing, choose Broadcast and Export ® Broadcast to Printer.

The broadcasting wizard appears and helps you to make the necessary entries with step-by-step instructions. For more information, see Printing.

Export to Excel

You can export query data to Microsoft Excel.

The query data is embedded in the BEx Analyzer as with queries: The navigation status does not change and the formatting is transferred. You can see the filter restrictions and the data in the table. Exceptions are highlighted in color.

You can also use the BI functions in the BEx Analyzer to continue navigating.

Export to CSV *

You can export the query data into a CSV (comma separated value) file.

Unlike exporting to Excel, you do not see the numbers in context and you cannot see the filter data. Neither is the query formatting (such as how the exceptions are displayed) transferred to the CSV file.

For more information, see Exporting as a CSV File/Excel File.

Bookmark *

Choose Broadcast and Export ® Bookmark if you want to retain a particular navigation status of the Web application, and access it later. For more information, see Setting Bookmarks.

Saving a view *

You use this function to save the data provider as a reusable object (query view). For example, you can use the query view as a data provider in the Web Application Designer or in the Report Designer.

Properties

Characteristic

You can make various settings for the characteristic here. For more information, see Characteristic Properties.

Data cell

You can make various settings for the structure element or data cell (intersection of two structure elements) here. For more information, see Properties of the Structure Element or Data Cell.

Data provider

You  can make various settings for the data provider for runtime here. For more information, see Data Provider Properties.

Web item

You can make various settings for the Web item here. For more information, see Properties of the Web Item.

Calculations and Conversions

Global currency translation and quantity conversion

You can define the currency or unit of measure into which the key figures and structure components of the query are translated or converted here. For more information, see Currency Translation and Quantity Conversion.

Calculate single values as

You use this function to recalculate the single values that are displayed in the query according to the following criteria:

Normalize result/ Normalize total result/ Normalize query total/ Ranked list/ Olympic ranked list

For more information, see Calculate Single Values As….

Calculate result as

You use this function to recalculate the results rows that are displayed in the query according to the following criteria:

Summation / Maximum / Minimum / Count All Values/ Count All Values < > 0 / Average of All Values / Average of All Values < > 0 / Standard Deviation / Variance / Suppress Result / First Value / Last Value

For more information, see Calculate Result As....

Cumulated

You use this function to cumulate the individual cells of an area. The first value is added to the second value, the result is added to the third value, and so on. In the columns, the cells are cumulated from top to bottom, and in the rows, the cells are cumulated from left to right. With blocks of single values, meaning a drilldown in both the rows and the columns, the values are cumulated from top to bottom and from left to right.

This function is particularly useful for drilldowns according to time characteristics (months, for example). Using the functions Calculate Single Value As ® Normalize to Results, and Sort ® Descending, on the corresponding value column, you get a cumulated list that is often referred to as the ABC list.

Exceptions

If you want to create a new exception, choose Exceptions ® Create New Exception. The exceptions wizard appears and helps you to make the necessary settings for defining the exception with step-by-step instructions. For more information, see Defining and Changing Exceptions.

You also see the available exceptions for the query. If you want to activate an existing exception, select it under Exceptions ® <Name of Exception>. To deactivate the exception, deselect it.

Goto

Choose Goto ® <Jump Target 1> if you want to get to the jump target using the report-report-interface. For more information, see Goto.

Documents

Display documents

You reach the existing documents for the cell.

Create a new comment

You can create a new comment for this cell, to be generated as an ASCII file without formatting.

Create a new formatted text

You can create a new formatted text for this cell. This text is generated as an HTML file and allows the use of formatting options.

Upload

You can upload a document of any supported type (DOC, XLS, PDF, PPT, etc.) for this cell.

For more information, see Creating New Documents and Using Documents in Web Applications.

Sorting *

Depending on the cell for which you call the context menu, you have the following options:

●     For structural components you can sort structural component values in ascending or descending order.

This function is only available in the cells of structural components in whose context all structures are fixed to individual values.

●     For characteristics you can sort the characteristic values or attributes according to various criteria, in ascending or descending order. You can sort by the key or the name.

Keys are usually sorted according to internal formatting. If you want to sort according to external formatting, you have to include this formatting with the InfoObject.

In hierarchy lists, the relationship between the upper-level/lower-level nodes is retained in the hierarchy structures. Lower-level nodes, however, are usually displayed in the sequence in which they appear in the sort criteria. You use the Sort According to Hierarchy function to restore the original sequence as determined in the hierarchy definition.

Key figure definition *

Choose Key Figure Definition if you want to see how a concrete figure is comprised in your Web application. You can check whether data has been loaded and analyze errors. For more information, see Key Figure Definition.

Web application personalized *

You use this function to personalize the Web application. The next time you call the Web application this appears in the personalized navigation status.