Context Menu Functions

Use

The Analysis, Navigation Pane, Chart, and Map Web items have a context menu that you call with the right mouse button (characteristic, characteristic value, or structural component).

For the Analysis Web Item, you call the context menu by clicking the right mouse button on a cell. In this case, the context menu is not bound to the text. This makes is possible to call general context menu functions on empty cells too.

Features

The context menu provides various functions depending on the cell context, the Web item used, and the Web template settings in Web Application Designer.

Note

You can activate and deactivate the individual functions in the context menu for a Web application in Web Application Designer. In the Web template, you specify which functions the context menu contains.

In Web Application Designer, drag the Context Menu Web item to the relevant Web template.
On the Web Item Parameters tab page under Properties, activate the required parameters that correspond to the context menu entries.
Save the Web template.

The context menu can contain the following functions:

Context menu entries with asterisks (*) are not automatically displayed. To make these entries available in the Web application, you need to activate them in the Context Menu Web item as described above.

Back

Back One Navigation Step

Choose Back → Back One Navigation Stepif you want to undo a navigational step in this query view. This query view is the data provider for the Web item that you select the Back function for.

Back to Start

Choose Back → Back to Start if you want to restore the initial state of the Web application.

Filters

Keep Filter Value

To display the data for one characteristic value only, choose Filter → Keep Filter Value. The actual characteristic value is removed from the drilldown.

Tip

In the drilldown, you have characteristic Country for example. From characteristic value Germany, you choose Keep Filter Value. The table data is filtered for Germany, and the characteristic value - Germany in this case - disappears from the drilldown. You can only see that the table is filtered for Germany in the filter pane or in the info field.

Keep Filter Value on Axis

Choose Keep Filter Value on Axis if you want to display the data for one characteristic value only but still want to display the characteristic value itself in the drilldown.

Filter and Drill Down By → Characteristic

Choose Filter and Drilldown By to fix a characteristic to a value in one step (meaning to filter it) and to drilldown according to another characteristic on the same axis (row axis or column axis).

Tip

Choose Filter and Drill Down By → Region for the characteristic value Germany for example. The data is filtered for Germany. The characteristic value Germany disappears from the drilldown. Characteristic Region is drilled down at the same time.

Select Filter Value

Choose Select Filter Value if you want to filter the Web application according to values. More information: Selecting Filter Values .

Remove Filter Value

Choose Remove Filter Valueto remove a selected filter value and display the Web application unfiltered.

Conditions

To create a new condition, choose Conditions → Create New Condition. The Condition Wizard appears and guides you through step-by-step instructions on how to make the necessary settings for defining the condition. More information: Defining and Changing Conditions .

Existing conditions for the query are also displayed. If you want to activate an existing condition, select it under Conditions → <Name of Condition>. To deactivate the condition, deselect it.

Variables Screen

You can use this function to call the Variables screen and change the variable values. More information: Working with the Variables Screen .

Change Drilldown

Add Drilldown According To → Characteristic 1

In the context menu for a characteristic value or characteristic description, choose Add Drilldown According To → Region if you want to add a characteristic (such as Region) to a particular position in the drilldown.

Swap Characteristic 1 / Structure 1 with → Characteristic 2 / Structure 2

You can use this function to swap a characteristic or structure with another characteristic or structure.

Remove Drilldown

Choose Remove Drilldown if you want to remove a characteristic from the drilldown.

Swap Axes

You use this function to swap the query's axes. If you have characteristics in the rows and key figures in the columns for example, and you choose Swap Axes, the key figures are displayed in the rows, and the characteristics are displayed in the columns.

Hierarchy

Hierarchy Active

You use this function to activate or deactivate hierarchies.

Hierarchy Node Expanded

Select Hierarchy Node Expanded if you want to expand a hierarchy node. If you want to collapse the hierarchy node, deselect this flag. You can also expand or collapse the hierarchy node by choosing the hierarchy icon.

Expand Hierarchy → Level <1>

Choose Expand Hierarchy → Level <1> if you want to display more levels of the hierarchy. You can also expand the hierarchy by choosing the hierarchy icon. More information: Working with Hierarchies .

Print Version

You can use this function to generate a print version of the Web application as a PDF file. More information: Creating Print Versions of BEx Applications

Broadcast and Export

Broadcast by E-Mail

If you want to broadcast the Web application by e-mail, select Broadcast and Export → Broadcast E-Mail. You can schedule the Web application to be precalculated at a predefined time or have it sent to the required recipients as an online link.

The Broadcasting Wizard appears and provides step-by-step instructions to help you make the necessary entries for broadcasting. You can also navigate from the Broadcasting Wizard to BEx Broadcaster, where you can make additional detailed entries. You can select another Web application, query, query view, report, or workbook for precalculation and broadcasting.

More information: Broadcasting BEx Objects by E-Mail .

Broadcast to Portal

If you want to store the Web application on the portal as a precalculated file or as an online link, choose Broadcast and Export → Broadcast to Portal.

More information: Broadcasting BEx Objects to the Portal .

Broadcast to Printer

To schedule the Web application for printing, choose Broadcast and Export → Broadcast to Printer.

The Broadcasting Wizard appears and provides step-by-step instructions on how to make the necessary entries. More information: Printing BEx Objects .

Export to Excel

You can export query data to Microsoft Excel.

The query data is embedded in BEx Analyzer in the same way as queries: The navigational state is retained, and the formatting is applied. The filter restrictions and the data are displayed in the table. Exceptions are highlighted in color.

You can also use navigate using the BW functions in BEx Analyzer.

Export to Excel 2000 *

You can export query data to Microsoft Excel 2000.

Export to CSV

You can export the query data to a CSV (comma separated value) file.

Unlike exporting to Excel, you do not see the numbers in context and cannot see the filter data. Formatting (such as how the exceptions are displayed) is not exported to the CSV file either.

More information: Exporting as a CSV File/Excel File .

Bookmark

Choose Broadcast and Export → Bookmark if you want to retain a particular navigational state of the Web application so that you can access it later. More information: Setting Bookmarks .

Save View *

You use this function to save the data provider as a reusable object (query view). You can use the query view as a data provider in Web Application Designer or in Report Designer for example.

Properties

Characteristic

You can make various settings for the characteristic here. More information: Characteristic Properties .

Data Cell

You can make various settings for the structure element or data cell (intersection of two structure elements) here. More information: Properties of Structure Elements and Data Cells .

All Data Cells

You can make various settings for all structure elements in the drilldown for the Web application. More information: Properties of Structure Elements and Data Cells .

Data Provider

You can make various settings for the data provider at runtime. More information: Data Provider Properties .

Axis

You can make various settings for the axis here. More information: Axis Properties .

Web item

You can make various settings for the Web item here. More information: Properties of the Web Item .

Calculations and Translations

Global Currency Translation

You can specify the currency to convert the query's key figures and structure components into. More information: Making Currency Translations .

Calculate Single Values As

You use this function to recalculate single values that are displayed in the query according to various criteria (like minimum, sum and rank number):

More information: Calculate Single Values As .

Calculate Results As

You use this function to recalculate results rows that are displayed in the query according to various criteria (like first value, last value, average, average and median):

More information: Calculate Results As .

Cumulate After Applying Details and Result Calculations

You use this function to cumulate the individual cells of an area. This means the first value is added to the second value, the result is added to the third value, and so on. In the columns, the cells are cumulated from top to bottom, and in the rows, the cells are cumulated from left to right. With blocks of single values, a drilldown in both the rows and the columns, the values are cumulated from top to bottom and from left to right.

Note

This function is particularly useful for drilldowns according to time characteristics (months, for example). Using the functions Calculate Single Values As → Normalize to Results, and Sort → Descending, on the corresponding value column, a cumulated list is returned that is often referred to as the ABC list.

Formulas

You can recalculate the key figures in a structure using a formula. You can also edit or remove existing formulas.

More information: Defining Formulas Ad Hoc .

Exceptions

If you want to create a new exception, choose Exceptions → Create New Exception. The Exception Wizard appears. This provides step-by-step instructions on how to make the necessary settings for defining the exception. More information: Defining and Changing Exceptions .

You also see the existing exceptions for the query. If you want to activate an existing exception, select it under Exceptions → <Name of Exception>. To deactivate the exception, deselect it.

Lock Data Cell

You use this function to lock or fix input-ready cells. This means that the fixed cell cannot be changed manually. The cell can be modified using planning functions or planning sequences however.

The cell only remains fixed for the course of the current user session.

More information: Local Cell Fixing in a Query (Front End) .

Goto

Choose Goto → <Jump Target 1> if you want to navigate to jump targets using the report-report interface. More information: Goto .

Note

This function is only displayed if your system administrator has specified jump targets for this data provider.

Documents

Display Documents

The existing documents for the cell are displayed.

Create New Comment

You can create a new comment for this cell that is generated as an ASCII file without formatting.

Create New Formatted Text

You can create a new formatted text for this cell. This text is generated as an HTML file and supports formatting options.

Upload

You can upload a document of any supported type (such as DOC, XLS, PDF or PPT) for this cell.

For more information, see Creating New Documents and Working with Documents in Web Applications .

Sort *

Depending on the cell that you call the context menu for, you have the following options:

For structural components, you can sort according to structural component values in ascending or descending order.
Note
This function is only available in the cells of structural components in whose context all structures are fixed to single values.
For characteristics, you can sort the characteristic values or attributes according to various criteria, in ascending or descending order. You can sort according to the key or the name.
Keys are usually sorted according to an internal format. If you want to sort according to an external format, you have to store this format with the InfoObject.

Note
In hierarchy lists, the relationship between the upper-level and lower-level nodes is retained in the hierarchy structures. Lower-level nodes are usually displayed in the order in which they appear in the sort criteria however. You use the Sort According to Hierarchy function to restore the original order as specified in the hierarchy definition.

Web Application Personalized *

You use this function to personalize the Web application. The next time you call the Web application, it will appear in the personalized navigational state.