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This QRC shows you how to perform the following BW reporting functions:
Executing A BW Report
Saving A BW Report Variant
Viewing/Removing Report Hierarchy Details
Changing How Report Data Is Displayed
Changing To Cumulative Output Amounts
Changing Sort Order of Report Data
Suppressing/Unsuppressing Zero Rows
Suppressing/Unsuppressing Total Rows
Normalizing Report Results
Swapping Displayed Report Fields
Adding Drilldown to a Report
Moving Back One Screen
IMPORTANT NOTE: To perform the above BW reporting functions, you will first need to log into the BW system (called BWP on your
SAP logon pad) and begin at the Easy Access Screen. You will also want to close Microsoft Excel prior to using these reports.
EXECUTING A BW REPORT:
Step 1. Type transaction code RRMX in the
Step 2. If not there already, drag the BW toolbar (highlighted above) upward to the Excel toolbar area
as shown above.
NOTE: Step 2 will only need to be done once.
NOTE: Step 3 will also only need to be done once. Once this setting is made, the Suppress warnings from server setting will be
indicated with a
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next to it .
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Step 4. Click
Step 5. Click
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Step 6. Click on the desired report name (ex: Budget Request) to highlight it.
NOTE: BW queries are indicated with the
Step 7. Press
symbol.
Step 8. Enter your data in any unpopulated fields on the selection screen (ex: Fund, Version, etc.) as
shown above.
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button.
Advanced BW Reporting Concepts
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Step 11. Enter the desired value(s) for the selected field (ex: fund center 3110200000) using the
Single vals or Ranges tab.
NOTE: At this point, if desired a variant can be created to save your report settings. See section Saving A BW Report
Variant (page 5).
NOTE: The above screen shows the default settings for the Budget Request report for the entered budgeting fund center .
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button.
Step 2. Enter a variant name and meaning for the variant and choose Protect variant checkbox.
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button.
button is used to access the report variant you saved the next time you open the report.
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to view the hierarchy details for a listed item (ex: commitment item group
NOTE: The above screen shows the selected report with the hierarch details displayed.
Press the
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To remove the hierarchy display, RIGHT click on the cell with the hierarchy (ex: commitment
item) and choose Hierarchy Active.
NOTES:
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The above screen shows the hierarchy removed on the above report.
To reactive the hierarchy drilldown, you would right click on the column with hierarchy again and click on the
Hierarchy Active option. On some reports, a hierarchy may exist but is turned off by default.
Advanced BW Reporting Concepts
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To change the data displayed for a column, RIGHT click on that column and choose the field
name (ex: Commitment Item) > Display As > (ex: Name and Key)
NOTES:
-
On the above screen, the order for the commitment item name and key are now reversed.
The No display option (shown above) can be used to hide the column all together.
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To view a cumulative output for a listed field, RIGHT click on that column and choose the field
name (ex: Commitment Item) > Cumulative Output.
NOTES:
-
On the above screen, the commitment item amounts are now cumulative amounts for the all the items listed
above that line.
Cumulative outputs will not work on reports with the hierarchy turned on.
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To change the sort order for a column, RIGHT click on that column and choose Sort > (ex:
Ascending According to Name).
NOTE: On the above screen, the commitment item are now resorted in ascending order by name.
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To suppress/unsupress zero columns/rows, RIGHT click on any cell in your report and choose
All Characteristics > Suppress Zero Columns/Rows.
NOTES:
-
The above report example does not have any zero rows which can be suppressed/unsupressed.
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To suppress/unsuppress total rows for a selected item (ex: Commitment item), RIGHT click on
that column and choose the field name (ex: Commitment Item) > Suppress Results Rows >
Always/Never.
NOTES:
- The above report now has the total line suppressed (not displayed).
- Suppression of all total lines on a report would be done using the All Characteristics menu.
- To unsuppress the total line, you would repeat the above process.
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To normalize the report results, RIGHT click on a cell and choose All Characteristics >
Normalize > Query Result
NOTE: The above screen shows that the report data is now displayed as normalized results with the total line being
100% and rows above the totals displayed as percentages of the total.
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To swap two report display fields, RIGHT click on one of the fields and choose: Swap (ex:
Commitment Item with) > (ex: Budgeting Fund Ctr.).
NOTE: On the above screen, the commitment item field has been swapped with the budgeting fund center field.
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To add drilldown to a report, RIGHT click on a field (ex: Budgeting Fund Center) and choose the
following: Add Drilldown According To > (ex: Status).
NOTES:
-
On the above screen, the report now shows drilldown by budgeting fund center and status.
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button.
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To move back one screen, RIGHT click on a field (ex: Budgeting Fund Center) and choose
Back.
NOTES:
-
On the above screen, the report has been returned to the previous view before the latest change was made.
The
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button (discussed later) can also be used to move backward to the previous view.
Advanced BW Reporting Concepts
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To move back to the initial view for a report, RIGHT click on a field (ex: Commitment Item) and
choose Back to Start.
NOTE: On the above screen, the report has been returned to the initial view before any changes were made.
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To move ALL total lines to the top of the report, RIGHT click on any data cell and choose the
following: All Characteristics > Position of Result Rows > Results Row Top Left.
NOTE: On the above screen, the report totals are now displayed at the top of the report. The total lines can be moved to
the bottom of the report by choosing Results Row Bottom Right.
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Step 1. To unsuppress repeated key values, RIGHT click on any data cell and choose
Properties.
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button.
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NOTE: On the above screen, the repeated key values are now displayed (ex: Administration Building).
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REFRESHING A REPORT:
button.
Step 2. Enter the desired selection criteria (ex: fund, budgeting, fund center, etc.) or select
your variant.
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button.
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Step 2. RIGHT click on a field to be changed (ex: Dec Pack) and select Properties.
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Step 3. Change the desired display settings (ex: highlighting, number of decimal places, etc.).
button.
Advanced BW Reporting Concepts
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NOTES:
-
On the above screen, the Decision Package column and numbers are now highlighted in blue.
The above process can also be used to hide fields, change field scaling, change field decimal places, etc.
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NOTES:
-
button can be used to perform the various right-click functions discussed earlier (ex:
As illustrated above, the
sorting, swapping, back, back to start, etc.
To use this button, you will first need to click on a cell within the query area of your screen.
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button can be used to changed font, pattern, border, or alignment for selected cell(s)
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NOTES:
- On the above screen, a chart of the report data has been added to the query area.
-
To move the chart to another area of the screen, you would just drag and drop it.
To change chart attributes, right click on the chart and use the Excel chart menu.
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button.
NOTES:
-
If a report worksheet is protected, the formatting and structure of the report worksheet cannot be changed.
To unprotect a protected report worksheet, you would choose SAP Protection from the
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button.
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Step 2. Enter a name for your favorite (ex: Steves Budget Request Report) in the Description
field.
button.
Advanced BW Reporting Concepts
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NOTE:
-
On the above screen, the new favorite Steves Budget Request Report has now been added to both the
BW/BPS Easy Access screen and also to the RRMX report menu under Workbooks (see graphics above).
When a report is executed from a favorite, the display settings that have been saved for that report will be
retained.
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Step 1. To save your report data in an Excel spreadsheet, choose File > Save As [as shown
above].
Step 2. Specify the file location, file name, and press the
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button.
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NOTES:
-
If the right click functions are turned off, any of the BW right-click functions discussed earlier will need to be
performed using the
button.
If the BW right-click functions are turned off, the Excel right-click functions will still be available (ex: cut, copy,
paste, etc.)
Turning off the right-click functions is a personal setting which will apply to all reports you run.
To turn on the right-click functions again, you would repeat the above process.
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NOTE: As illustrated above, the Business Explorer menu can also be used to perform many of the functions discussed
earlier.
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