SAP Analysis for Microsoft Office

SAP Analysis for Microsoft Office is a Microsoft Office add-in that allows multidimensional analysis of OLAP sources with Microsoft Excel and Microsoft PowerPoint.

The add-ins include versions for Microsoft Excel and Microsoft PowerPoint. They can be installed in one common installation. After the installation, the Analysis plug-in and the Enterprise Performance Management (EPM) add-in are available as separate tabs in the ribbon. The Business Planning and Consolidation plug-in is available in the interface as a pane named Activity.

In Microsoft Excel, the Analysis plug-in is available in two separate tabs in the ribbon: Analysis and Analysis Design. In Microsoft PowerPoint, it is available in one tab: Analysis.

In the Analysis plug-in, you can use SAP BW data sources from the BI platform or a BW system, SAP Analytics Cloud models, and SAP HANA data sources. The data is displayed in the workbook in crosstabs. You can insert multiple crosstabs in a workbook with data from different sources and systems. If additional users use the workbook, it is also helpful to add info fields with information on the data source and filter status.

Using the design panel, you can analyze the data and change the view on the displayed data. You can add and remove dimensions and measures to be displayed easily with drag and drop. To avoid single refreshes after each step, you can pause the refresh to build a crosstab. After ending the pause, all changes are applied at once.

You can refine your analysis using conditional formatting, filter, prompting, calculations and display hierarchies. You can also add charts to your analysis. If you want to keep a status of your navigation, you can save it as an analysis view. Other users can then reuse your analysis.

For a more sophisticated workbook design, the Analysis plug-in contains a dedicated set of functions in Microsoft Excel to access data and meta data of connected systems. There are also some API functions available that you can use with the Visual Basic Editor to filter data and set values for variables.

You can also plan business data based on the current data in your data source. You can enter the planning data manually and enter planning data automatically using planning functions and planning sequences of SAP BW Integrated Planning.

The Analysis plug-in must be installed on your local machine. You can connect directly to an SAP BW system or connect via a platform to include data sources. You can use the following platforms to store and share workbooks and presentations: SAP BusinessObjects business intelligence platform and SAP BW (SAP BW/4HANA).

You can find more information about Analysis on the SAP Help Portal at SAP Analysis for Microsoft Office.