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To set a work statusLocate this document in the navigation structure

Context

You can change the planning data and set a work status for data cells of defined members. You can also lock data cells for updates with a work status.

To be able to set a new work status at least one work status is defined in the BPC Web Admin Tool and you have the authority to set a work status for one or several members. The ownership is defined in the master data maintenance of the SAP BW system.

Procedure

  1. Open a workbook containing a planning model and a corresponding data source.

    You can also open an empty workbook and insert a planning model and a corresponding data source. Planning models are available on the Environment tab in the open workbook dialog.

  2. Select a data cell.
  3. Choose Start of the navigation path Work Status Next navigation step Work Status Criteria End of the navigation path to check the work status criteria.

    You can only set a work status if all defined criteria is fulfilled.

  4. Choose Start of the navigation path Work Status Next navigation step Set Work Status Hierarchy End of the navigation path to apply the hierarchy defined for the owner dimension in the BPC Web Admin Tool.

    This step is optional. We recommend it to fulfill the criteria, but you can also create a navigation state in Analysis that fulfills all criteria without setting the hierarchy.

  5. Choose Start of the navigation path Work Status Next navigation step Include All Descendants End of the navigation path to apply the work status to the selected member and all descendant members.

    This step is optional.

    The entry is available only if a data cell of a member is selected that has descendant members in the hierarchy.

    The setting is valid for the workbook and not only for the selected data cell.

  6. Choose Start of the navigation path Work Status Next navigation step <Defined Work Status> End of the navigation path to set a new work status.

    You can only see and select a work status if you are defined as owner for this member in the master data maintenance of the SAP BW system.

    The available work states are defined in the BPC Web Admin Tool.

  7. Choose Save Data in the planning group to save your changes.

Results

The workbook is saved with the changed data and work status.