Navigating in Analysis Mode 

Use

When you navigate a query in analysis mode, you interactively work with the query to generate different views of its data. This allows you to perform OLAP analysis, which helps you to evaluate query results from different points of view.

After opening a query or inserting a query into a workbook, the distribution of dimensions, including characteristics and key figures or structures, into the rows and columns from the query definition is displayed in the first view of the analysis grid. With the help of navigation functions such as drilling, filtering, and hierarchy expansion, you can change the query and thereby generate additional views of the InfoProvider data.

Most of the design items provide navigation functions. The two key design items in which you can navigate in analysis mode are the analysis grid and the navigation pane, in which you can navigate in several different ways:

●     Using the context menu: Access the context menu for a particular cell with your right mouse button (secondary mouse button) or with the BEx Analyzer menu (see Context Menu for Selected Cell).

●     Using drag and drop: Using the mouse, drag one cell onto another within either the analysis grid or the navigation pane.

●     Using icons: The analysis grid and navigation pane may display different types of icons with which you can navigate. See Analysis Grid and Navigation Pane.

●     Using double-click with the primary mouse button: You can perform the following navigation functions.

In the navigation pane:

○     You can double-click on a dimension, if you want to view the drilled down dimension values in a report. However, if you double-click on a dimension,  which is drilled down already, the dimension values disappear from the report.

○     You can double-click on an empty cell to select a filter value for a key figure or a free characteristic.

In the analysis grid:

You can double-click on a dimension, if you do not want to view the drilled down dimension values in a report.

In the context menus, you can also access characteristic, key figure, and query properties to change the display and help create new views of your data. You may use Goto to jump to documents and targets using the report-report interface, if customized in your query. Finally, if your query is input-ready, you may enter data into input-ready cells to perform planning functions.

Additional design items provide specialized navigation functionality:

·        Select filters with:

○     Dropdown boxes

○     Radio button groups

○     Checkbox groups

·        Activate and deactivate conditions with lists of conditions

·        Activate and deactivate exceptions with lists of exceptions

·        Execute customized navigation functions with buttons

·         When you navigate, you change the query and create new views of the query data. If you want to save the state of the query after analyzing and navigating, uncheck the Reference the View property in each data provider. Otherwise, the workbook will next open with the original state, saved in the query or query view.

·         If you want to do more than just navigate the results of the query, for example, to change its dimensions or otherwise edit it, evoke the Query Designer using the Tools function and save the query in a new state.

 

Features

The navigation functions you can perform vary depending on which design item and which kind of cell in the analysis grid or navigation pane you are operating upon. See Analysis Grid and Navigation Pane for navigation functions specific to those items.

When you navigate, you can perform the following kinds of functions:

●     Filter a dimension according to characteristic values or hierarchy nodes

●     Drill down according to a dimension and change the drilldown status

●     Filter a dimension, and drill down according to a different dimension

●     Distribute dimensions along the row axes and the column axes of the query

●     Change the sequence of dimensions on an axis

●     Expand a hierarchy node

●     Activate and deactivate conditions and exceptions

●     Perform planning functionality

●     Convert currencies

●     Use Goto to reach jump targets

 

See also:

·        Context Menu Functions

·        Drag and Drop Functions

·        Selecting Filter Values

·        Characteristic Properties

·        Key Figure Properties

·        Query Properties

·        Planning Functions

·        Goto

·        Properties for individual design items

·        Manual Planning Functions