Tab Page: General 

Use

On the General tab page, you can make the following settings:

Refresh Workbook on Open

If you select this flag, the workbook is automatically refreshed with values from the server when you open a workbook from the server. If you do not set this flag, you have to update the workbook manually to retrieve the most current results after opening it.

If you do not set this flag, the macro specified under Exits is not called when the workbook is opened.

More information: Refresh / Pause Automatic Refresh

Allow Drag and Drop

This flag is set in the standard setting. If you do not select this flag, you will not be able to use drag and drop functions to navigate in your query’s analysis grid and navigation pane.

More information: Drag and Drop Functions

Display Non-Existing Values As

Here, you can specify how to display non-existing values in the analysis grid.

Display Non-Unique Values As

Here, you can specify how to display non-unique values in the analysis grid.

Use Compression when Saving Workbook

Set this flag if your workbook includes a large amount of information and metadata, and you want to reduce the space required by your workbook by compressing the data in the workbook when saving it.

This could be the case if you are working in formula mode and want to view the data in your result set without having to connect to the server (Provide Results Offline). To do this, you have to save the result set in the workbook first. If you do not do this, no data is displayed in the cells next time you open the workbook. Only the formulas will be displayed.

Transfer Plan Values

When you change the value of an input-ready cell and navigate in a planning workbook, the changed value is stored in the buffer on the BI server. However, you can change this behavior by selecting the following options:

●      Transfer Plan Values to Server Before Navigation – The changed value is transferred automatically when you navigate. You do not need to execute the Transfer Plan Values function explicitly from the context menu when changing data in an input-ready cell.

●      Confirm Transfer of Plan Values to Server Before Navigation – A message popup prompts you to confirm whether the changed value needs to be transferred. You do not need to execute the Transfer Plan Values function explicitly from the context menu when changing data in an input-ready cell.

●      Do Not Transfer Plan Values to Server Before Navigation– The changed value is not transferred automatically when you navigate. You have to execute the Transfer Plan Values function explicitly from the context menu when changing data in an input-ready cell.

Password-Protect Workbook

If you select this flag, BEx Analyzer password-protects all the sheets in your workbook against any changes you make with BEx Analyzer functions. When you attempt to change your workbook by inserting a design item, for example, BEx Analyzer requests the password you specified here. BEx Analyzer only accepts the changes if you enter the correct password.

While BEx Analyzer is protecting your workbook, you can still navigate in analysis mode, but cannot enter data. Cells that are not locked with cell protection are not protected. Activate Enable Cell Protection in the Analysis Grid properties to protect the cells in the analysis grid as well.

The workbook protection function in BEx Analyzer is similar to Microsoft Excel’s workbook protection (Tools  → Protection). However, you cannot navigate in your query if you protect your workbook using the Microsoft Excel protection.

If you set the Password-Protect Workbook flag, the Password and Confirm Password fields are activated. Enter a password in the Password field, and re-enter the same password in the Confirm Password field.

In design mode, worksheets are protected in the standard setting in order to prevent you from deleting design items unintentionally. Before formatting your workbook, temporarily disable sheet protection (Tools → Protection  → Unprotect Sheeton Microsoft Excel’s menu) or switch to analysis mode.

Workbook Description

You can change the description for a workbook.

Support Single Query Refresh

If you set this flag, you can select from the context menu if you want to refresh all queries in the workbook after opening the workbook or if you only want to refresh the query of the analysis grid that you have currently selected. Refreshing queries improves the performance.

If the workbook contains further design items that are based on other queries, you can refresh them individually at a later time from the context menu.

 

Using Variables

Depending on the settings you made for the workbook, you might be requested to specify variable values when you refresh a query from the variables dialog. This information initially only affects the query that is currently selected; that is, if two different queries in a workbook contain the same variable, only the query that you selected is refreshed.

More information: Using Variables in BEx Analyzer