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Procedure documentation Creating a New Document  Locate the document in its SAP Library structure

Use

You want to add information to the data used in your Web application. To do this, you can create new documents for the data. You can create new documents for all document classes .

The system handles the restricted characteristics on documents on InfoProvider data as follows:

●      All characteristics restricted to a single value, multiple values, or a hierarchy node are proposed as document properties.

●      The current InfoProvider and the query based on the data provider are also proposed as document properties.

●      If, in the Web Application Designer, you selected InfoProvider Level for the Document Save Level for InfoProvider Data option under the Web Template Parameters, documents are not just displayed for a specific query; they are displayed for all queries. This is particularly useful in planning applications since you use different queries for planning and evaluating. If you select the InfoProvider Level option, documents created in planning are also displayed in analysis queries.

See also Displaying Documents for InfoProvider Data.

Prerequisites

You are using a Web application with a Web item (Analysis, Single Document, or List of Documents) or a Data Provider command for documents (Open Document Browser or Open Dialog for New Document).

Creating a New Document Using the Documents Context Menu

Note If you want to create and display documents for InfoProvider data on the hierarchy level for text and characteristic nodes or master data documents for a hierarchy node, you need to use a CM repository (specifically configured for BI) for storage. The Repository Manager for BI documents does not support these functions. For more information, see BI Documents in Knowledge Management.

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       1.      In a Web application with an Analysis Web item, call the Documents context menu for the selected cell.

       2.      Choose Documents → Comment, Formatted Text or Upload depending on the type of document you want to create.

Recommendation We recommend that you create each document from the context of an individual cell. The restrictions are then more specific than they are when you create documents from the context of a row, a column, or for the entire navigation pane.

       3.      On the BI tab page, specify the name, description, and document type for the document. Use the characters A-Z and 0-9 to name the document type; use uppercase letters. Lowercase letters are converted to uppercase letters.

       4.      Add a comment, enter a text, or upload a document from the client PC.

For more information, see Analysis.

Creating a New Document Using the New Option

Note When using the Web items Single Document, List of Documents and the command Open Document Browser, you can only create new documents for master data if the characteristic is limited to one characteristic value. If your query contains the characteristic “Sales Channel”, for example, and there are several sales channels (such as telephone and Internet), then the option to create a new document is not displayed. If you want to restrict the query to one sales channel, then the option is displayed.

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       1.      Call a Web application with a Web item (Single Document, or List of Documents) or a Data Provider command for documents (Open Document Browser or Open Dialog for New Document).

       2.      Choose New → Comment, Formatted Text or Upload.

       3.      On the BI tab page, specify the name, description, and document type for the document. Use the characters A-Z and 0-9 to name the document type; use uppercase letters. Lowercase letters are converted to uppercase letters.

       4.      Add a comment, enter a text, or upload a document from the client PC.

For more information, see List of Documents and Single Document .

Entering a New Comment Directly

If you use the Web item Single Document and no document exists for this item, then you can enter comments directly in the field of the Web item. Edit mode (EDIT_MODE) must be activated. If the edit mode is not active, you can enter comments using the command Maintain > Edit Online.

For more information, see Single Document.

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Result

You have created a new document. The Web application is refreshed automatically and if the Web application contains the List of Documents Web item, the name of the document is displayed as a hyperlink. 

Example

You are using the Single Document Web item in a Web application. It displays the cost center data for the cost center manager. Each cost center manager requires this data for his or her cost center; the data is therefore filtered according to cost center. The Web application always displays the data for the current month.

Assuming that you have stored a master data document for each cost center (for example, a short description of all people belonging to the cost center), you can configure the Web item so that this document is always displayed next to the table with the figures. The context-sensitive selection in the table ensures that managers can only see the document for their own cost center.

You assign two documents to each cost center – one document with pictures of employees and another with a description of the cost center. You can then classify all pictures as PICTURE and all descriptions as DESCRIPTION. To do this, you assign the value PICTURE or DESCRIPTION to the document type property of the document. You then set this Web item property accordingly in the Web application. This allows you, for example, to include two Web items in the Web application, one of which displays the pictures and the other the description.

 

 

 

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