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Working with Analysis in Microsoft Excel 2003Locate this document in the navigation structure

In Microsoft Excel 2003, Analysis is available as separate item in the menu. You can access all options with the menu. You can also include three toolbars: Analysis Standard, Analysis Extended and Analysis Planning. These toolbars contain most of the available options.

To toggle between showing and hiding a toolbar, choose Start of the navigation path View  Next navigation step Toolbars  End of the navigation path and select the toolbar name. A checkmark beside a toolbar name indicates that the toolbar is currently showing.

This guides describes procedures using the toolbars. Most of the options are also available via the context menu.

Analysis Standard toolbar

The Analysis Standard toolbar contains the following options:

Icon Description
Open Data Source

More information: To insert a data source into a default workbook

Open Workbook

This icon is displayed if only one platform is enabled.

More information: To open a workbook

Open Workbook

Open Workbook from SAP BusinessObjects BI Platform.

This icon is displayed if both platforms are enabled.

Open Workbook

Open Workbook from SAP NetWeaver.

This icon is displayed if both platforms are enabled.

Convert BEx Workbook

Convert BEx workbook to Analysis workbook.

More information: To convert a BEx workbook

Save Workbook

This icon is displayed if only one platform is enabled.

More information: To save a workbook

Save Workbook

Save Workbook to SAP BusinessObjects BI Platform.

This icon is displayed if both platforms are enabled.

Save Workbook

Save Workbook to SAP NetWeaver.

This icon is displayed if both platforms are enabled.

Insert Data Source

Insert data from a source system into a crosstab.

More information: To insert a data source in a workbook

Refresh All

Refresh all data sources. The data sources are updated with the corresponding data from the server and the crosstabs are redrawn.

More information: The Components tab

Workspaces - Create Local Provider

More information: To create a local provider

Workspaces - Reload Local Provider

More information: To reload data in a local provider

Workdspaces - Add Local Provider to Data Source

More information: To create a CompositeProvider

Undo

Undo last Analysis step.

Redo

Redo last Analysis step.

Prompts

Enter values for query parameters and variables.

More information:Prompting

Charts

Insert dynamic chart.

More information: To insert a dynamic chart

Info Field

Insert information on data sources (for example, name and last data update).

More information: To insert an info field

Filter

Insert component for simple data filtering.

More information: To insert a filter

Convert to Formula

Convert a crosstab into Excel formulas to retrieve the data.

More information:Converting crosstab cells to formula

Display

Show/hide Design Panel

More information: Analyzing data with the design panel

Pause Refresh

Activate/deactivate automatic refresh after each navigation step in the Design Panel.

More information: Analyzing data with the design panel

Analysis Extended toolbar

The Analysis Extended toolbar contains the follwing options:

Icon Description
Filter

Define filter criteria for data.

More information:To filter data by measureTo filter data by member

Sort

Sort data.

More information: Sorting data

Hierarchy

Define hierarchy options such as expansion level and parent member positions.

More information: Working with hierarchies

Conditional Formatting

Define rules for highlighting values using colors and symbols.

More information:To define a conditional format

Calculations

Define simple calculations (+,-,*,/) and dynamic calculations (for example, ranking and cumulation.

More information: Calculating new measures

Member Display

Configure display for members (key/text).

More information: To define the members display

Measure Display

Define display options for measures (for example, decimal places, scaling factors and currencies).

More information: Defining the measures display

Totals

Configure display, position and calculation of totals.

More information: Defining the totals display

Analysis Planning toolbar
Icon Description
Save

Save plan values to InfoProvider.

More information: To save planning data

Recalculate

Recalculate plan values.

More information: To recalculate planning data

Lock Cells

Lock and unlock input-ready cells.

More information: To lock cells

Display

Switch all data sources to display mode.

More information: To switch between display and change mode

Change

Switch all data sources to change mode.

More information: To switch between display and change mode

Back

Reset edited cells.

More information: To undo changes while planning data

Analysis menu
The Analysis menu contains all options that are available as icons in the toolbars plus the following opitions:
  • Styles
  • Settings

    More information:Settings

  • Help