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This graphic is explained in the accompanying text Creating Planning Applications in the BEx Analyzer  Locate the document in its SAP Library structure

Procedure

The following example shows how you create a workbook with a title, table, selection list, and special pushbuttons (for functions such as copy, revaluate by %, delete, and save).

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       1.      Open the BEx Analyzer.

       2.      Check that you have the necessary security settings. Choose Tools Macro Security. Switch to the Trusted Publishers tab page and set the indicator for Trust access to Visual Basic Project.

Note

You only have to set this indicator when you are creating the planning function. You can deselect the Trust access to Visual Basic Project indicator afterwards.

       3.      Choose This graphic is explained in the accompanying text New to create a new workbook.

       4.      To enter the title, navigate to the relevant cell in the workbook, enter the text, and assign a suitable font size.

Example

In this example, the text Sales Planning is entered in cell B2 and given font size 18.

       5.      To start designing the workbook, choose This graphic is explained in the accompanying text to switch to design mode. The SAP Logon dialog box appears.

       6.      Log on to the BI server that you want to use.

       7.      To display the results of the query with the actual and plan data and enter plan data manually, navigate to the appropriate cell in the workbook and choose This graphic is explained in the accompanying text to insert an analysis grid.

Example

In this example, we navigate to cell B6 and insert the analysis grid here. For more information about this design item, see Analysis Grid.

       8.      In the context menu of the analysis grid, choose Properties. The Analysis Grid Properties dialog box appears.

       9.      On the General tab page, create a new data provider. The Create Data Provider dialog box appears. In the Data Provider field, the system displays the name that is currently assigned to the data provider.

Example

In this example, we create data provider DP_01. For more information, see Configuring Data Provider.

   10.      To specify the start view of the data provider, choose This graphic is explained in the accompanying text Query/Query View. The Open dialog box appears.

   11.      Select the required query or query view and choose Open. The system inserts the name of the InfoProvider on which the query or query view is based into the InfoCube field.

Example

In this example, we assign query Plan_Query01 to data provider DP_01. The underlying aggregation level is Plan_Actual_Aggr.

   12.      Since you want to save the navigational state after navigation steps have been performed in the BEx Analyzer and plan data has been entered, deselect the Restore Initial Query View on Refresh indicator.

   13.      When you have configured your data provider in this way, choose OK. The Analysis Grid Properties dialog box appears again.

   14.      Make sure that the Apply Formatting and Allow Navigation indicators are set and choose OK.

   15.      To select the values of a dimension in the query as a filter, navigate to the appropriate cell in the workbook and choose This graphic is explained in the accompanying text to insert a dropdown box.

Example

In this example, we navigate to cell B4 and insert the dropdown box here. For more information about this design item, see Dropdown Box.

   16.      In the context menu of the dropdown box, choose Properties. The Dropdown Box Properties dialog box appears.

   17.      On the General tab page, select the configured data provider (DP_01 in this example), and set the Display Label indicator.

   18.      On the Dimensions tab page, select the dimensions for which you want to be able to select values in the dropdown box. Make sure that the Posted Values (Q) entry is selected in the Read Mode field so that only posted values are displayed.

Example

In this example, we select the dimension Country.

   19.      For each special function that you want to include, choose This graphic is explained in the accompanying text to insert a design item of type Button.

Example

In this example, we add pushbuttons in cells B18, B20; B22 and D22. For more information about this design item, see Button.

   20.      In the context menu of the button, choose Properties. The first dialog box for the command wizard appears.

                            a.      Select Planning-Specific Command, and choose Next ->.

                            b.      Choose the required planning-specific command:

                                                  i.       Select Execute Planning Function.

                                                ii.       Select the required planning function and data provider DP_01 as the filter.

       Planning function: PF_Copy

       Planning function: PF_Revaluate01. Since this planning function contains the variable OF_REVALUATION_FACTOR, the system displays this in the lower area of the dialog box. Input help is available for selecting the values.

       Planning function: PF_Delete

                                               iii.       Choose Finish. The Button Properties dialog box appears.

                            c.      Select the Save option, and then choose Finish. The Button Properties dialog box appears.

For more information, see Command Wizard.

If you do not use the Command Wizard, the Button Propertiesdialog box appears. You can then enter a pushbutton text and static parameters for each function button; the options are outlined in the following example:

Special Function Buttons

Button Text/ Command Range

Static Parameters: Name

Static Parameters: Value

Copy

CMD

EXECUTE_PLANNING_FUNCTION

PLANNING_FUNCTION_NAME

PF_Copy

DATA_PROVIDER_FILTER

DP_01

Revaluate by %

Command range: $A$30:$C$30

VAR_NAME

OF_REVALUATION_FACTOR

DATA_PROVIDER_FILTER

DP_01

PLANNING_FUNCTION_NAME

PF_Revaluate01

CMD

EXECUTE_PLANNING_FUNCTION

Delete

PLANNING_FUNCTION_NAME

PF_Delete

 

DATA_PROVIDER_FILTER

DP_01

 

CMD

EXECUTE_PLANNING_FUNCTION

Save

CMD

SAVE_AREA

   21.      Since the workbook contains all the necessary elements, you can exit design mode. You do this by choosing This graphic is explained in the accompanying text.

   22.      Create the command range for the function Revaluate by %.

Example

In this example, we navigate to cell A30 and insert the text VAR_VALUE. Then we navigate to cell B30 and enter "0". In cell C30 we enter "=C20".

   23.      If you want to see a plain background instead of the table layout, select all rows and columns and choose This graphic is explained in the accompanying text Fill Color.

Example

In this example, we choose White.

Note

If you only want to hide the gridlines, you can change this setting. Choose Tools Options View; under the Window options group header, deselect the Gridlines indicator.

   24.      Choose This graphic is explained in the accompanying text to save your workbook. More information: Savings.

Result

You have an input-ready query in the analysis grid in which you can enter plan data manually. You can use the planning functions you have created to calculate plan data. The data set is determined by the navigational state of data provider DP_01. Restrictions on structure elements (restricted key figures, for example) are not taken into consideration.

Example

Test your workbook by entering, for example, values in cell C20 as revaluation factors.

For more information about the context menu of the cells in the analysis grid, see Functions for Manual Planning.

 

 

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