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Procedure documentation Editing the Layout Template  Locate the document in its SAP Library structure

Use

To ensure that changes you have made are effective in all planning layouts created after the layout template is changed, you can make changes in this central layout template, the SAP MS Excel Master Template. The layout template is used as a standardized template for all planning layouts in BW-BPS manual planning.

Example

You can use this function, for example, to achieve a unified corporate design by including a graphic with the company logo in the header area of the layout.

Prerequisites

SAP recommends modifying the central layout template to the desired form at an early stage so that no deviating layouts occur. Changes to the layout template always only have an effect on planning layouts which are created later. The planning layouts which already exist remain unchanged, and if required, must be manually adjusted to the changed template.

Caution

The central layout template must always contain one worksheet with the predefined name SEM-BPS 1. In addition, this worksheet cannot be hidden.

Note that when editing styles, you are only allowed to change the format-specific properties of a template, but not the names of a delivered template. BW-BPS is dependent on the delivered styles being available with the names determined by SAP for the correct processing of planning layouts.

Note

If you do not make any changes to the macros, the certificate for the SAP MS Excel Master Template is still valid. If you insert or change macros this invalidates the certificate. You can find more information under MS Excel-Specific Formatting Options in the “Prerequisites“ section: MS Excel certificate.

Procedure

The system is delivered with an SAP MS Excel master template that is used as a copy template for each new planning layout that uses Microsoft Excel.

In order to deal with central templates for newly created planning layouts using your own master template it is advisable to copy the SAP MS Excel master template to a local computer using report UPP_GET_MASTER_COPY. You can edit the template there and then transport it back to the system using report UPP_MASTER_CHECKIN. Proceed as follows:

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       1.      From the SAP Easy Access screen, choose Tools ABAP Workbench Development ABAP Editor.

       2.      In the Program field, enter the name UPP_GET_MASTER_COPY and choose This graphic is explained in the accompanying text Execute. This report makes it possible to store a copy of the SAP MS Excel master template locally on your PC.

       3.      Choose the directory path in the Save SAP Template dialog box and enter a name for the copy.

       4.      Save your entries.

       5.      Make the required changes in the copied version of the SAP MS Excel master template:

¡        Make the required changes to the styles without renaming them. For more information, see Editing Styles. 

¡        Make all further changes (for example inserting graphics, logos, background colors).

       6.      From the SAP Easy Access screen, choose Tools ABAP Workbench Development ABAP Editor.

       7.      In the Program field enter the name UPP_MASTER_CHECKIN and choose This graphic is explained in the accompanying text Execute. You can load the changed file back into the system as a custom master template with this report 

       8.      In the selection screen, enter the complete qualified name of the Microsoft Excel file you have edited.

       9.      Check whether the new master is also needed in other systems. If you want to make sure that the changed layout template is also transported to down-stream systems, choose Transport.

   10.      Choose This graphic is explained in the accompanying text Execute.

Alternative procedure

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       1.      Create a new planning layout in any planning level. You only assign characteristics and key figures here pro forma.

       2.      Switch to the third step of layout definition where the layout design is displayed with Microsoft Excel.

       3.      Save the worksheet under a new name as a Microsoft Excel file in a local directory.

       4.      End the planning session without saving the newly created planning layout.

       5.      Start Microsoft Excel and open the file you saved locally before.

       6.      Remove all elements from the file that point to the characteristics and key figures that have been assigned pro forma when creating.

       7.      Make the desired changes to the styles.

       8.      Make all further changes (for example inserting graphics, logos, background colors).

       9.      Save the file.

   10.      To load the Microsoft Excel file that you have edited back into the system as a custom master template, use report UPP_MASTER_CHECKIN again. To do this, perform steps 6 – 10 of the procedure described above.

Result

If a custom master template exists, this is used as the template for new planning layouts. The SAP MS Excel master template itself is not overwritten.

Note

As report UPP_GET_MASTER_COPY saves both the SAP MS Excel master template and, if available, the custom master template locally, it can also be used if you want to find errors in the master templates stored in the system.

You can remove your custom master template from the system again using report UPP_DELETE_CUSTOM_MASTER. If you have executed this report, the SAP MS Excel master template is used again when you create a new planning layout.

 

 

See also:

Formatting Generated Layout in Preview

 

 

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