Designing a Workbook 

Purpose

The Designing a Workbook IT process allows business experts to customize the design and layout of Microsoft Excel workbooks. Various design functions of the BEx Analyzer and formatting and formula options from Microsoft Excel are available for this purpose. The interactivity of the workbooks can also be determined in this process.

This IT process is part of the following IT scenarios:

IT Scenario	Scenario Variant
Enterprise Reporting, Query, and Analysis	Microsoft Excel Integration
Business Planning and Analytical Services	Business Planning

Prerequisites

In order to run this process, you need a workbook. The following options are available for this:

●     You open a new workbook in the BEx Analyzer.

●     You choose an existing workbook from the open dialog of the BEx Analyzer. You have created the workbooks in the process Embedding Queries, Query Views and InfoProviders.

Process Flow

The following process runs primarily in the BI Java usage type:

...

       1.      You create the layout of the workbook.

       2.      You select Design Items and set the desired interaction of the workbook; you determine the data connection by selecting a query or creating a new one.

       3.      You use the formatting and formula function from Microsoft Excel.

       4.      You save the workbook.

Result

You have customized the design and layout of the workbook according to your needs.