Saving and Exporting - SAP BO

Before learning about more advanced features of SAP BUSINESS OBJECTS Analysis, edition for OLAP, let’s take a look on how to change the Properties of our cross tab and charts, and how we can save or export our work.

Configuring Properties

Using the WORKSPACE from the previous steps (see Figure 4.70) we will now take a look at how we can configure the properties of each component.
In the workspace, select the cross tab.

Figure 4.70 Analysis Workspace

2. Click on the Properties button on the far left hand side (see Figure 4.71).

Figure 4.71 Cross tab Properties

3. The Data Panel is now being replaced with the Properties panel and you can change the properties of the cross tab, allowing you to configure the Name, Description, Column Width and Row Height.

Column Width for Cross tabs

As part of the properties for a cross tab, you can also configure the column width. SAP BusinessObjects Analysis, edition for OLAP remembers a column width, that you resized manually, based on the used characteristic (not based on the column). Therefore sometimes a general configured column width can be very helpful.
4. Select the bar chart in your workspace.

Figure 4.72 Chart Properties

5. The Properties panel is now showing the properties for the bar chart (see Figure 4.72), allowing you to configure the Name, Description, Labels, Style, and Palette.
6. In addition, as a part of the Properties, you can also configure the scaling factor for the chart, if needed, and you can enable hierarchical labeling.
7. Click on the Data icon to return to the Data Panel.
After configuring the Properties, we will save our workspace in the next section.

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Saving the Analysis Workspace

In this section, we will take a look at the different options to save the SAP BUSINESSOBJECTS ANALYSIS, EDITION FOR OLAP WORKSPACE.
1. In the workspace from before, navigate to the toolbar on the left hand side (see Figure 4.73).

Figure 4.73 Analysis Toolbar

2. Click on the button to open the save dialog.

Figure 4.74 Save as

3. Select the option Save as… (see Figure 4.74).

Figure 4.75 SAP BusinessObjects Server Repository

4. You will be presented with the repository of your SAP BusinessObjects server (see Figure 4.75).
5. Click on Folders.
6. Select a folder to save your SAP BusinessObjects Analysis, edition for OLAP workspace.
7. Enter a Filename.
8. Click Save.
Another option to share the workspace is to create an Analysis View, which then can be re-used with SAP BusinessObjects Analysis, edition for Microsoft Office, Crystal Reports for Enterprise, or Web Intelligence.
1. In the toolbar, click on the Export
2. Select the option Analysis View (see Figure 4.76).

Figure 4.76 Saving Analysis View

3. You can now select a folder as part of your SAP BusinessObjects BI server and enter a filename for the Analysis View.
4. Click Save.
We will discuss the details of Analysis Views in the upcoming sessions.

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Exporting the Analysis Workspace

In this section, we will take a look at the different options to export the SAP BusinessObjects Analysis, edition for OLAP workspace.
SAP BusinessObjects Analysis, edition for OLAP provides you with the option to export the workspace to Microsoft Excel or to a PDF File.
1. In the toolbar, click on the Export
2. Select the option Excel (see Figure 4.77).

Figure 4.77 Export to Microsoft Excel

3. You can now select, which of the available components of your workspace should be included into the Microsoft Excel file.
4. For our example, we are selecting all components.
5. Click OK.
6. You can then decide to open the file or save the file.
7. Select the option Open and the exported data will be opened in Microsoft Excel (see Figure 4.78).

Figure 4.78 Exported Data

You will notice that each component – so each cross tab or chart – will be exported to its own sheet in Microsoft Excel, even when these components were displayed on a single sheet.
8. Navigate back to our workspace in SAP BusinessObjects Analysis, edition for OLAP.
9. In the toolbar click on the Export
10. This time, select the option PDF (see Figure 4.79).

Figure 4.79 Export to PDF

For the export option PDF you can decide to export the Sheet or to export the Data. When exporting the Sheet, you are exporting what your sheet showing at that point of time. When exporting with the option Data, you can decide the data, from which the component should be included in the PDF file.
11. Select the option Data.

Figure 4.80 Export Options – Data

12. Select the chart from Sheet 1.
13. Click OK.
The exported PDF contains a table with the data from the chart, and information about the configured filter values.

Figure 4.81 Export Result as PDF

In this section, we reviewed the different options to save and export the workspace, as well as change the properties of the workspace. In the next chapter, we will take a closer look at the more advanced capabilities of the product.
Till now, we have seen some of the basic functionality of SAP BusinessObjects Analysis, edition for OLAP such as establishing the data connectivity, navigating the crosstab, creating charts, FILTERING THE DATA, creating sub-analysis crosstabs, and saving and exporting our workspaces. In the next chapter, we will take a look at the more advanced functionality of the product and learn more about topics like Focused Analysis and Conditional Formatting.