Delta Training BOA for MS Office

Global Procurement
Information Management

Training BusinessObjects Analysis for

MS Office
1. How to LOGIN
To log in, select the Add-Ins/Analysis tab in Excel and
click on Open Workbook/Select Data Source

BEx:

BOA
:

Training BusinessObjects Analysis for

MS Office
1. How to LOGIN
BOA only:
This logon prompt will appear, click Options.
Enable SSO and click OK

Training BusinessObjects Analysis for

MS Office
2. How to open a Workbook

Logging on lets these prompts appear. To get to the

workbook selection screen in BEx, click Roles. In
BOA, click Folders.
BEx
BOA
:

Training BusinessObjects Analysis for

MS Office
2.
How folders
to open
a Workbook
In BEx,
can
be opened by double-clicking,
returning to a higher hierarchy is possible via the
back button.
In BOA, folder hierarchies can be expanded and
collapsed using
BEx the + and - signs.
BOA
:

Training BusinessObjects Analysis for

MS Office
2. How to open a Workbook
Unlike BEx, BOA doesnt have
Favorites.
However, the most recently accessed
reports can be seen in the Insert
menu.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
2.
How to for
open
a Workbook
Searching
a workbook
in BOA is very similar to
BEx.
Access the Search tab, enter the name and confirm
by pressing either Enter or clicking on
.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Selection
In BOA,
the Selection
Screen Screen
offers almost all
functions known from BEx. Entering filter criteria
works as in BEx using
Show Value Help
.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Selection
Screen
Selecting
multiple
values in BOA
is achieved through
adding lines using Add Lines
and enter
filtering criteria as usual.
You can delete lines using Delete Line
.
BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Selection
Screen
Expand
the button
by clicking
on its arrow
and
select
Add Lines using Filter by Member to select
multiple values at once, either as single values or
BEx
BOA
value ranges.
:
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Selection
Screen
In BOA,
selection
by value ranges
works exactly as in
BEx.
Click on Range Selection in the Filter By
Member menu.
Select the operator and its values and click on Add.
BEx
BOA
Confirm your
selection
by
clicking
on
OK.
:
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Selection
Handling
predefinied
variantsScreen
in BOA is similar to BEx
with minor differences.
BEx presents all functions next to the drop-down list,
whereas BOA has
Save Variant and
Show
Variants Settings for more advanced options.
Old variants from BEx are available in BOA as well.
BEx
:
BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Selection
Screen
- reappears in
The
Hierarchies window
known
from BEx
Hierarchies
the Selection Screen with minor changes.
Cosmetic changes aside, selecting an entire group is
now achieved by clicking the radio button next to it.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Selection
- BEx is no
Note
that the More
option Screen
known from
Hierarchies
longer available for selecting multiple values at once.

BEx
:

BEx
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Selection
Screenare not available
Note
that Personalized
Variables
in BOA.
BEx
:

The BOA Selection Screen is limited to Descriptions

as Object Names.
BEx:

Training BusinessObjects Analysis for

MS Office
3.
How
save
Workbook
To Navigation
save a Workbook
in to
BOA,
clickaon
the
tab.
You can now save the Workbook to the SAP
BusinessObjects BI platform by clicking on the Save
Workbook button.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
How
save
Workbook
To Navigation
save a Workbook
in to
BOA,
clickaon
the
tab.
You can now pick between saving the Workbook in
either the SAP BI or the SAP NetWeaver platform by
clicking on the respective Save button.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Howtotosave
refresh
an Excel
As Navigation
in BEx, BOA offers
an opened
Workbook as
Workbook
an Excel file without any Add-In functions.
To restore these functions, open the Excel file via the
regular Open function in Excel.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
To Navigation
gain access toHow
BOA, to
yourefresh
need to an
clickExcel
on Refresh
Workbook
All. This function behaves exactly as in BEx.
Unless you are already logged on, you need to log in
again.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3. Navigation Refresh a Workbook on
opening
Access the Components tab on the lower right of the
screen, select the Workbook and click Refresh
Workbook on Opening.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Workbook
on refresh
BOA
offers you toRefresh
select if aa Workbook
should
opening
on opening.
Access the Components tab on the lower right of the
screen, select the Workbook and click Refresh
Workbook on Opening.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Refresh
a Workbook
If you
want to refresh
a Workbook
showingon
the saved
opening
Layout you need to adapt settings as follows: Access
the Components tab on the lower right of the screen,
select the Workbook and click Refresh Workbook
on Opening.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
General
The
BOA User Interface
canOverview
be separated in three
general components:
Toolbar
Crosstab
Design Panel

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Toolbar
Compared
to BEx,
the BOA toolbar is not only more
appealing visually, but also directly displays the
description of its buttons.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Toolbar
The
Open button
from BEx reappears as Insert
in BOA.

BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Toolbar
In BEx,
clickingon
Refresh activates automatic
refreshing of the Workbook.
In BOA however, clicking on Refresh Data Source
lets the Workbook refresh once.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Toolbar
To Navigation
halt the automatic
refresh, click on Pause
Refresh.
Clicking on it again activates the automatic refresh.

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Toolbar
Change
Variable
Values in BEx translates to
Prompts in BOA.
Clicking on the arrow allows to choose between
Prompts for the Workbook and the Data Source.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Toolbar
Clicking
the Display
button opens the BOA Design
Panel, a major addition to the Analysis tool.
Clicking it again hides the Design Panel.

BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Toolbar
BOA
offers to revoke
your last action by clicking
.
The button can be found in the Analysis Ribbon.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Toolbar
Clicking
on thearrow
of
allows you to select a
point from your action history that you wish to return
to.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Design
The
Design Panel
on the Panel - Analysis
right of the screen has
three tabs:
The Analysis tab
permanently shows all
available members and
measures and allows for
easy selection via drag and
drop.

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Design
Panel - Analysis
Note
that this unifies
many
of the Filter-related
functions BEx offered
separately, such as
Select Filter Value,
Drilldowns and
Swapping Member
Values.
For further clarification,
these functions and the
new BOA functions
replacing them are
explained in detail in this
training.

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Design
Panel The
Information
tab
Information
offers detailed information
about a data source or the
workbook.

Training BusinessObjects Analysis for

MS Office
3.
Navigation
Design
Panel The
Components
tab lists
Components
all components used in the
workbook along with their
properties.
The hierarchy seen here
lists the Workbook
document, the Data
Source and the Crosstab
currently selected.
Clicking either of them
shows document-related
properties and options.

Training BusinessObjects Analysis for

MS Office
4.
Methods
Selection
To Functions
select multiple
memberof
values
or selection ranges
in BOA, right-click on the characteristics and click
Select Filter Value/Filter by Member.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
Methods
of offered
Selection
The
Single Values
menu
in BEx via a drop(Single
Value)
down menu
now appears directly in BOA.
Tic the boxes to select the desired values, Select
All automatically selects all available values.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
Methods
of drop-down
Selectionlist and click
Select
the operator
from the
(Range
Selection)
to select
the reference values. Confirm your
selection by clicking
BEx
:

.
BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Methods
of Selection
ByFunctions
clicking Range
Selection
in BOA, it is possible
(Range
Selection)
to select multiple
values using an operator and two
reference values.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
Upload
of you
Multiple
Uploading
in BEx
required
to click More>> to
Selection
Criteria
open the Chosen
Selections window.
BOA implements this function using the clipboard.
For example, you can copy Selection Criteria from
an Excel file.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
Upload
Multiple
In BEx,
right-clicking
theof
Chosen
Selection
Selection
Criteria
window offers
you the Upload Selections option to
upload selections from a file.
BOA, however, offers you toPaste from Clipboard
by clicking on
sited in the lower left of the
BEx
BOA
individual: selection window.
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
Upload
of browser
Multiple
In BEx,
this opens
up a file
for selecting the
Selection
Criteria
file to be uploaded.
In BOA, however, the copied data is pasted directly
into the Filter by Member window.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions on
How
to handle
Right-clicking
members
in theFilters
member area of the
Analysis tab allows you to select members for
Filters.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
How
toFilter
handle

In BOA,
this opens
the
byFilters
Member
Single
window. Values
Tic the boxes to select the desired values, Select
All automatically selects all available values.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
to handle
Filters

As Functions
mentioned, How
by clicking
Range
Selection
in BOA,
Range
Selection
it is possible
to select multiple values using an
operator and two reference values.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
to handle
Filters
BOA
allows for How
a comfortable
selection
of -Filters via
Layout
drag and drop in the Analysis window.
Simply click on the desired Filter and put the filter in
either
the Colums, Rows or Background Filter
BEx
BOA
area.
:
:

Training BusinessObjects Analysis for

MS Office
4.
How
to handle
To Functions
remove a filter,
right-click
on aFilters
member- and select
Layout
Remove.

BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
How
tomember
preparevalue
a Filter
ByFunctions
right-clicking
on a
and selecting
Shortcut
Filter Members, you can filter for the selected
value in BOA.
Multiple selections are available using the CTRL key.
This behaves exactly as Keep Filter Value on
BEx
BOA
Axis in BEx.:
:

Training BusinessObjects Analysis for

MS Office
4.
How
tomember
preparevalue
a Filter
ByFunctions
right-clicking
on a
and selecting
Shortcut
Filter Other Members, you can filter for all
values except the selected one.
Multiple selections are available using the CTRL key.
This feature is not available in BEx.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
Howtotoadd
create
a Drilldown
In BOA,
the option
Drilldowns
is no longer
available. However, you can add Filters using Drag
and Drop in the Analysis tab.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
How
to change
Sequences
In BOA,
swapping
members
is achieved
as in BEx by
right-clicking on a member variable and selecting
another member from the Filter Members and
Swap With menu.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functionsright-click
How to change
Sequences
Alternatively,
on a member
in the Rows
window and select another member from the Move
in Front of list.

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
How
to change
Sequences
This
changes the
sequences
in the
Crosstab
accordingly.

BOA
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
change
Another
optionHow
is to to
change
theSequences
order of members via
drag and drop in the Analysis tab. This directly
translates to the order of members in the Crosstab
section.

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
How
Sort values as in BEx by
In BOA,
you can
sortto
member
right-clicking a value and selecting Sort
Ascending/Descending.
For more sorting options, click
in the Analysis
Ribbon.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
HowSort
to Sort
Clicking
on More
Options gives you access
to more elaborate sorting options.

BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
How
tochoose
Sort what the selected
ForFunctions
example, you
can
members are to be sorted by and how the are to be
displayed in the Crosstab.
Confirm your selection by clicking OK.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
How
to suppress
YouFunctions
can suppress
results
(Totals) by right-clicking on
Characteristics
the Result cell of a row and selecting Hide
Totals from the Totals menu. Note that you can
select and hide multiple results at once.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
tomultitude
display of display options by
YouFunctions
can select How
from a
Characteristics
right-clicking on a member value and opening the
Members list.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
How in
tothe
site
Result Ribbon
Rows allows
Clicking
on
Analysis
you to choose where the Totals are sited.

BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
How
to rows
suppress
Zero by clicking
YouFunctions
can suppress
zero
and columns
Values
and selecting the desired options.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
How
to suppress
repeated
In BOA,
repeated
member
values are
suppressed by
key
values
default.
You can make them appear in the Components tab
in the Design Panel by clicking on Repeat
BOA
Members. BEx
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
How
to hide
unnecessary
Using
the regular
Excel
function
Format available
Rows
in the Home tab you can hide unwanted rows. This
applies to both BEx and BOA and will hide all selected
rows.
BEx
BOA
This will not change
the result of your query.
:

Training BusinessObjects Analysis for

MS Office
4.
Functions
to group
Rows
Using
the ExcelHow
function
Group
available in the
Data tab you can group rows. This applies to both BEx
and BOA and will group all selected rows. This will not
change the result of your query.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced
How
include to
BOA
offers theFunctions
quick creation
of to
a diagram
Diagrams
represent the crosstab data.
Simply select one of the chart options in the Chart
menu.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced
HowExcel
to include
Note
that BOAFunctions
offers extended
visualisation
Diagrams
options.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Functions
How
to work
To Advanced
apply conditions
in BEx,
right-click
thewith
crosstab,
Conditions
select
Query Properties, right-click in the Conditions
tab and select Create.
In BOA, right-click the member to be filtered in the
crosstab and select Filter by Measure, then click
on Edit. BEx
BOA
This can only be
applied to Measures!:
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced
Functions
How field
to work
with
In BEx,
right-click
on the empty
of the
conditions
Conditions
window.
In BOA,the Filter by Member window appears.
Select your measures and create filtering rules by
selecting an operator and reference values.
Confirm your rule specifications by clicking Add.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Functions
How
to work
with your
YouAdvanced
can add multiple
rules
this way
to specify
Conditions
conditions more precisely. Note that the Logic
buttons allow you to set the logic used for combining
multiple rules.
Confirm your rules by clicking OK.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
How
toopen
workthe
with
To Advanced
edit existingFunctions
conditions in
BOA,
Filter by
Conditions
Measure window again. Click on
next to the rule
to be changed.
In BEx, right-clicking on a condition in the Conditions
window and selecting Edit allows you to edit it.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced
Functions
How to work
Enter
your new
condition parameters
andwith
confirm
Conditions
them by either clicking Transfer in BEx or the
button in BOA.
Click on OK to close the window and accept your
changed parameters.
BEx
:

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced
Functions
How
to conditions
work with to active
The
BEx Analyzer
offers to
change
Conditions
or inactive by right-clicking the Crosstab and clicking
on Toggle Condition State.
Note that BOA only allows to reset conditions for a
Crosstab, which permanently deletes them until reentered.
BEx
:
BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced
Functions
Conditional
Unlike
BEx, BOA
has its own
Conditional
Formatting
Formatting function,
allowing you to set coloring rules for crosstab values.
To open the menu, click on
in the Analysis
Ribbon.

This is not to be mistaken for the Conditions/Filter

by Measure function.
Whereas Conditions can only be used for filtering
Measures,
Conditional Formatting may be applied to
highlight Measures, Member Values and Members.

Training BusinessObjects Analysis for

MS Office
5.
Advanced formatting
Functions window
Conditional
A conditional
appears.
Formatting
Select an operator, enter reference values and click
to add a new rule.

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced click
Functions
Conditional
Alternatively,
on Selection
to directly select
Formatting
member values.

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Functions
Adding
Formulas
To Advanced
convert Crosstabs
to Excel
formulas
/ cells for
advanced calculations in BEx, right click on the
Crosstab and select Convert to Formula.
Similarly, BOA implements this function by clicking on
the Crosstab and Convert to Formula in the
toolbar.
BEx:

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced
Functions
Adding
The
Add Local
Formula
function known from BEx
Calculations
reappears in BOA in two forms.
Contrary to the Formula window known from BEx,
right-clicking on a measure and selecting Add
Dynamic Calculation directly offers various
calculation options.
BEx:

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced
Adding
However,
you Functions
can define your
own calculations as
Calculations
known from BEx. In BOA, select two or more
measures, right-click one of them and select an
operator from the Add Calculation menu.
The result will be added as a column to the Crosstab.
BEx:

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced
Functions
Adding
Another
function
introduced
by BOA are Hierarchies.
Hierarchies
Hierachies can help you structure the Crosstab,
allowing you to collapse and expand data found in
Rows and Columns.
Add them by clicking on Hierachy and select Rows
or Columns to be restructured in Hierarchies.

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced can
Functions
Adding
Hierarchies
be expanded
by clicking on [+] and
Hierarchies
collapsed by clicking on [-].

BOA
:

Training BusinessObjects Analysis for

MS Office
5.
Advanced
Swapping
Similar
to BEx,Functions
BOA offers to
swap Axes.Axes
To achieve this, click on the Swap Axes button.

BEx:

BOA
:

Training BusinessObjects Analysis for

MS Office
6.
Glossary
With
the transition from BEx to BOA, certain
terminology has changed. Please consider this when
using BOA.
Characteristics are now called Members in BOA
Key figures known from BEx translate to Measures
in BOA

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