Context Menu Functions 

Use

For the Analysis, Navigation Pane, Chart, and Map Web items, there is a context menu that you call by choosing the text in a cell with the secondary mouse button (characteristic, characteristic value, or structural component).

For the Analysis Web Item, you call the context menu by performing a right mouse click 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 settings of the Web template in the Web Application Designer.

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

                                                  i.       In the Web Application Designer, drag the Context Menu Web item to the relevant Web template.

                                                ii.       On the Web Item Parameters tab page in the Properties screen area, activate the required parameters that correspond to the context menu entries.

                                               iii.       Save the Web template.

The context menu can contain the following functions:

Context menu entries denoted with an asterisk (*) are not automatically displayed. You must activate these entries in the Context Menu Web item as described above so that they are visible in the Web application.

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 for which you select the Back function.

Back to Start

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

Filter

Keep Filter Value

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

For example, in the drilldown, you have the characteristic Country. From the characteristic value Germany, you choose the function Keep Filter Value. The table data is filtered for Germany, and the characteristic value, Germany in this case, is no longer displayed in 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).

Choose the function Filter and Drill Down By → Region, for example, for the characteristic value Germany. The data is filtered for Germany. The characteristic value Germany disappears from the drilldown. Simultaneously, the characteristic Region is drilled down.

Select Filter Value

Choose Select Filter Value if you want to filter the Web application according to values. Fore more information, see Selecting Filter Values.

Remove Filter Value

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

Conditions

If you want 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. For more information, see 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.

Variable Screen

You can use this function to call the variable screen so that you can change the variable values. For more information, see Working with the Variable 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 axes of the query. For example, if you have characteristics in the rows and key figures in the columns 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 switch display hierarchies on and off.

Hierarchy Node Expanded

Select Hierarchy Node Expanded if you want to expand a hierarchy node. If you want to collapse the hierarchy node, deselect the indicator. 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. For more information, see 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: Creation of Print Versions of BI 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 you can 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. If required, you can also navigate from the broadcasting wizard to the BEx Broadcaster, where you can make any additional detailed entries. You can select another Web application, query, query view, report, or workbook for precalculation and broadcasting.

For more information, see Broadcast 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.

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

For more information, see Broadcast to the Portal.

Broadcast to Printer

If you want 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. For more information, see Printing.

Export to Excel

You can export query data to Microsoft Excel.

The query data is embedded in the 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.

In addition, you can use the BI functions in the BEx Analyzer to continue navigating.

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 you cannot see the filter data. Formatting (such as how the exceptions are displayed) is also not exported to the CSV file.

For more information, see 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. For more information, see Setting Bookmarks.

Save View *

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

Personalize Web Application *

You use this function to personalize the Web application. When you subsequently call the Web application, this appears in the personalized navigational state.

Properties

Characteristic

You can make various settings for the characteristic here. For more information, see Characteristic Properties.

Data Cell

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

Data Providers

You can make various settings for the data provider at runtime. For more information, see Data Provider Properties.

Axis

You can make various settings for the axis here. For more information, see Axis Properties.

Web Item

You can make various settings for the Web item here. For more information, see Properties of the Web Item.

Calculations and Translations

Global Currency Translation

You can specify the currency into which the key figures and structure components of the query are to be converted. For more information, see 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 (such as minimum, sum, rank number, and so on):

For more information, see 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 (such as first value, last value, average, average, median, and so on):

For more information, see 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, that is, a drilldown in both the rows and the columns, the values are cumulated from top to bottom and from left to right.

This function is particularly useful for drilldowns according to time characteristics (months, for example). Using the functions Calculate Single Values As → Normalize According to Next Group Level, 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.

For more information, see Defining Formulas Ad Hoc.

Exceptions

If you want to create a new exception, choose Exceptions → Create New Exception. The exception wizard appears and provides step-by-step instructions on how to make the necessary settings for defining the exception. For more information, see 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.

Goto

Choose Goto → <Jump Target 1>, if you want to navigate to jump targets using the report-report interface. For more information, see Goto.

Note that 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, PPT) for this cell.

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

Sorting

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

●      For structural components, you can sort according to structural component values in ascending or descending order.

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 key or 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.

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