Working with Analysis in Microsoft Excel

In Microsoft Excel, Analysis is available as a separate tab in the ribbon. The ribbon is part of the Microsoft Office user interface above the main work area that presents commands and options. Some Analysis options are available in the ribbon tab under Start of the navigation path File Next navigation step Analysis End of the navigation path in Microsoft Excel.

This guide describes procedures using the ribbon. Most of the options are also available via the context menu.

The Analysis tab contains the following groups:

Data Source
Actions
Data Analysis
Display
Format
Insert
Tools
Planning
Design Panel

The following table describe the options that are available in the ribbon tab under Start of the navigation path File Next navigation step Analysis End of the navigation path .

Analysis in the File tab

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.
	Settings Edit settings. More information:Settings
	About Analysis View details of the installed version of Analysis.
	Help Launch help.

Data Source group

The following tables describe the groups in the Analysis tab and their options.

Icon	Description
	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

Actions group

Icon	Description
	Undo Undo last Analysis step.
	Redo Redo last Analysis step.
	Messages Display a dialog with error, warning and information messages. You have the following options: Select Messages Show Messages to display the messages in a dialog. Select Messages Show Workbook Profiling Statistics to display the workbook profiling statistics. Select Messages Show Client Profiling Statistics to display the client profiling statistics. More information on Profiling: Support Settings

Icon

Description

Undo

Undo last Analysis step.

Redo

Redo last Analysis step.

Messages

Display a dialog with error, warning and information messages.

You have the following options:

Select Messages Show Messages to display the messages in a dialog.
Select Messages Show Workbook Profiling Statistics to display the workbook profiling statistics.
Select Messages Show Client Profiling Statistics to display the client profiling statistics.

More information on Profiling: Support Settings

Data Analysis group

Icon	Description
	Prompts Enter values for query parameters and variables. More information: Prompting
	Filter Define filter criteria for data. More information:To filter data by measure / To 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
	Calculations Define simple calculations (+,-,*,/) and dynamic calculations (for example, ranking and cumulation. More information: Calculating new measures

Display group

Icon	Description
	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

Icon

Description

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

Format group

Icon	Description
	Conditional Formatting Define rules for highlighting values using colors and symbols. More information: To define a conditional format
	New Cells Insert/delete new rows or newcolumns. More information: To add new cells
	Format Cells Format new cells or existing cells. More information: To apply formats
	Crosstab Configure display options for the crosstab. The following options are available: Apply Default Formats Display Symbols for Parent Members Optimum Cell Width/Height Repeat Members
	Style Manage crosstab styles. More information: Defining style sets for crosstabs

Insert group

Icon	Description
	Chart 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

Icon

Description

Chart

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

Tools group

Icon	Description
	Convert to Formula Convert a crosstab into Excel formulas to retrieve the data. More information: Converting crosstab cells to formula
	Smart Copy Copy data source to clipboard. More information: To smart copy/paste a data source
	Smart Paste Paste data source from clipboard as table. More information: To smart copy/paste a data source
	Save View Save data source as view. More information: To save a query view

Planning group

This group is optional. You can configure in the user settings if this group should be displayed in the ribbon or not.

Icon	Description
	Save Data 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
	Work Status Change the work status of the data source/selected cells. More information: Setting the Work Status
	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

Design Panel group

Icon	Description
	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

Icon

Description

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