ds13 end user en

ds13 end user en
SAP BusinessObjects Design Studio
Document Version: 1.3 - 2014-05-20
End User Guide: SAP BusinessObjects
Design Studio
Table of Contents
1
About this Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.1
Who Should Read this Guide?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
2
Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.1
What is SAP BusinessObjects Design Studio?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
3
Working with an Analysis Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.1
Working with Bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.1.1
Deleting Bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.1.2
Listing Bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
3.1.3
Loading a Bookmark via Url. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3.1.4
Loading a Bookmark via Scripting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3.1.5
Personalization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3.1.6
Saving a Bookmark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
3.1.7
Sharing a Bookmark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
4
Printing an Analysis Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
5
Working with the crosstab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
5.1
Adjusting Column width in Crosstab for Desktop Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
5.2
Adjusting Column Width for Crosstabs for iPad Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
6
Working with the Filter Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
6.1
Filtering Data in the Crosstab using the Filter Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
6.1.1
Excluding Dimension Members in the Filter Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
6.1.2
Defining a Range for Dimension Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
6.1.3
Defining Several Ranges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
6.1.4
Excluding a Range. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
6.1.5
Defining a Range: Greater Than or Equal/Less Than or Equal . . . . . . . . . . . . . . . . . . . . . . . . 12
6.2
Assigning Dimensions to Rows or Columns of the Result Set. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
6.3
Reordering Dimensions in Rows or Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
7
Important Disclaimers on Legal Aspects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
End User Guide: SAP BusinessObjects Design Studio
Table of Contents
1
About this Guide
1.1
Who Should Read this Guide?
This guide is intended for users working with analysis applications on desktop browser and mobile devices.
End User Guide: SAP BusinessObjects Design Studio
About this Guide
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
3
2
Getting Started
2.1
What is SAP BusinessObjects Design Studio?
SAP BusinessObjects Design Studio enables application designers to create analysis applications and dashboards
- based on BW, SAP HANA and universe data sources - for browsers and mobile devices (iPads, for example). It is
the product of choice when full support for BW and HANA data models and engine capabilities is required. The
product offers a design tool that allows you to create applications easily and intuitively without the need for native
HTML and iPad UI programming skills.
SAP BusinessObjects Design Studio can be used locally and integrated in the following platforms:
●
SAP BusinessObjects Business Intelligence (BI platform)
●
SAP NetWeaver
●
SAP HANA
Note
In local mode, you can create demo analysis applications for evaluating SAP BusinessObjects Design Studio
with users at customer locations.
Besides analysis applications, application designers can also create planning applications that support both
manual and automated data entry and changes to data. The application user can enter the planning data manually
in the crosstab (in cells or rows) or use planning functions and planning sequences (also known as planning
objects) in SAP NetWeaver BW Integrated Planning to enter data automatically. For planning data, you have to
use a BW backend system as the planning system..
For creating planning applications, the following conditions must be met:
●
The design studio is used with BI Platform or SAP NetWeaver as the platform
●
A BW back end system is used as the planning system
●
A BW query or query view, which is defined as a planning query in the BEx Query Designer, is used as a data
source
●
A desktop browser application is used as planning application
In addition to the standard palette of components in Design Studio, which are used to visualize data and enable
user interaction, you can develop 3rd party components with the Design Studio SDK and enhance your analysis
applications with custom components. You can store and provide access to the analysis applications containing
the 3rd party components on any of the supported platforms.
4
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
End User Guide: SAP BusinessObjects Design Studio
Getting Started
3
Working with an Analysis Application
3.1
Working with Bookmarks
You can bookmark your analysis application, which refers to the serialization of the navigational state of your
application and the persistence of that state in the BI platform backend. Bookmarks can also be saved in local
mode for testing and development purposes.
3.1.1
Deleting Bookmarks
Context
You want to delete one or all of your bookmarks within your analysis application.
Procedure
1.
Within the application, select the bookmark you want to delete.
2.
Choose the component to call the delete function.
3.1.2
Listing Bookmarks
Context
You want to list all your bookmarks in your analysis application.
Procedure
Within the application, select the component to call the list function.
End User Guide: SAP BusinessObjects Design Studio
Working with an Analysis Application
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
5
3.1.3
Loading a Bookmark via Url
Context
You wish to load bookmarks shared with you by other application users via Url in the browser bar.
Procedure
1.
Paste the Url into your native browser bar when the Design Studio application is running.
2.
You will be presented with the shared analysis application.
3.1.4
Loading a Bookmark via Scripting
Context
You wish to load a bookmark from within your analysis application.
Procedure
Within the application, select the component that calls the load function.
3.1.5
Personalization
Context
You are in an analysis application and you wish to personalize or save the state of this analysis application so that
later you can restore that default state when reloading the application.
6
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
End User Guide: SAP BusinessObjects Design Studio
Working with an Analysis Application
Procedure
To set personalization, select the component that allows you to personalize your application.
3.1.6
Saving a Bookmark
Context
You wish to save a bookmark of your analysis application.
Procedure
Within the application, select the component that calls the save bookmark function.
3.1.7
Sharing a Bookmark
Context
You want to share a bookmark you have created, which captures the current state of your analysis application. To
achieve this, open the bookmarked analysis application and follow these steps:
Procedure
1.
Within the application, select the component to call Share Bookmark.
2.
A dialog box appears containing the Url of the current bookmark.
3.
Share the bookmark by copying and pasting the Url into an email.
4.
To exit the dialog box, choose Close.
End User Guide: SAP BusinessObjects Design Studio
Working with an Analysis Application
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
7
4
Printing an Analysis Application
Context
You want to print your analysis application.
Procedure
Within the application, select the component to call the print function.
8
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
End User Guide: SAP BusinessObjects Design Studio
Printing an Analysis Application
5
Working with the crosstab
5.1 Adjusting Column width in Crosstab for Desktop
Applications
Context
If the content of a column in the displayed crosstab is larger or smaller than the calculated column width, you can
adjust the column width to the length of the cell content.
Procedure
1.
Hover over the column header cell that you want to adjust, to show the clickable area in the right cell margin.
2.
Double-click this area to adjust the column width.
5.2 Adjusting Column Width for Crosstabs for iPad
Applications
Context
If the content of a column in the displayed crosstab is larger or smaller than the calculated column width, you can
adjust the column width to the width of the cell content.
Procedure
1.
Tap and hold the column header cell you want to adjust.
2.
Choose Adjust column width.
End User Guide: SAP BusinessObjects Design Studio
Working with the crosstab
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
9
6
Working with the Filter Panel
6.1
Filtering Data in the Crosstab using the Filter Panel
Prerequisites
You are working in an application that contains a crosstab and a filter panel.
Context
In the filter panel, click the arrow symbol to the right of the dimension name.
Procedure
1.
In the Selection tab, select the dimension members you want to use for the filter OR touch the dimension and
type in the member names.
2.
Choose Show Selected Members to see your selection.
3.
ChooseApply in the filter panel.
6.1.1
Excluding Dimension Members in the Filter Panel
Procedure
1.
In the filter panel, click the arrow symbol to the right of the dimension name.
2.
In the Selection tab, select the dimension members you want to use for the filter.
3.
Choose Show Selected Members to see your selection.
4.
Choose Exclude, if you want the selected members to be excluded from the crosstab.
5.
Choose Apply in the filter panel.
10
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
End User Guide: SAP BusinessObjects Design Studio
Working with the Filter Panel
6.1.2
Defining a Range for Dimension Members
Context
The range tab in the filter panel is only displayed for dimension members for which you can define a range.
Procedure
1.
In the filter panel, click the arrow symbol to the right of the dimension name.
2.
In the Range tab, choose Starts at and select the dimension member the range should start with.
3.
Choose Ends at and select the dimension member the range should end with.
4.
Choose Apply in the filter panel.
6.1.3
Defining Several Ranges
Procedure
1.
In the filter panel, click the arrow symbol to the right of the dimension name.
2.
In the Range tab, define the range.
3.
ChooseAdd To List.
4.
Repeat the steps to define other ranges.
5.
Choose Show Selected Ranges, to see all defined ranges.
6.1.4
Excluding a Range
Procedure
1.
In the filter panel, click the arrow symbol to the right of the dimension name.
2.
In the Range tab, define the range.
End User Guide: SAP BusinessObjects Design Studio
Working with the Filter Panel
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
11
3.
ChooseAdd To List.
4.
Choose Show Selected Ranges.
5.
Choose Exclude to exclude the members defined in the range.
6.
Choose Apply in the filter panel.
6.1.5
Equal
Defining a Range: Greater Than or Equal/Less Than or
Procedure
1.
In the filter panel, click the arrow symbol to the right of the dimension name.
2.
For greater than or equal ranges: in the Range tab, choose Starts at and select the dimension member the
range should start with. For less than or equal ranges: in the Range tab, choose Ends at and select the
dimension member the range should end with.
3.
Choose Apply in the filter panel.
6.2
Set
Assigning Dimensions to Rows or Columns of the Result
Procedure
1.
Choose either the rows symbol or the columns symbol on the left of the chosen dimension in the filter panel.
2.
Choose Apply to implement the change in the crosstab.
12
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
End User Guide: SAP BusinessObjects Design Studio
Working with the Filter Panel
6.3
Reordering Dimensions in Rows or Columns
Procedure
In the header of the filter panel, choose group view symbol (rows or columns) to reorder the dimensions.
End User Guide: SAP BusinessObjects Design Studio
Working with the Filter Panel
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
13
7
Important Disclaimers on Legal Aspects
This document is for informational purposes only. Its content is subject to change without notice, and SAP does
not warrant that it is error-free. SAP MAKES NO WARRANTIES, EXPRESS OR IMPLIED, OR OF
MERCHANTABILITY, OR FITNESS FOR A PARTICULAR PURPOSE.
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Any software coding and/or code lines / strings ("Code") included in this documentation are only examples and
are not intended to be used in a productive system environment. The Code is only intended to better explain and
visualize the syntax and phrasing rules of certain coding. SAP does not warrant the correctness and completeness
of the Code given herein, and SAP shall not be liable for errors or damages caused by the usage of the Code,
unless damages were caused by SAP intentionally or by SAP's gross negligence.
Accessibility
The information contained in the SAP documentation represents SAP's current view of accessibility criteria as of
the date of publication; it is in no way intended to be a binding guideline on how to ensure accessibility of software
products. SAP specifically disclaims any liability with respect to this document and no contractual obligations or
commitments are formed either directly or indirectly by this document.
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As far as possible, SAP documentation is gender neutral. Depending on the context, the reader is addressed
directly with "you", or a gender-neutral noun (such as "sales person" or "working days") is used. If when referring
to members of both sexes, however, the third-person singular cannot be avoided or a gender-neutral noun does
not exist, SAP reserves the right to use the masculine form of the noun and pronoun. This is to ensure that the
documentation remains comprehensible.
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about where to find related information. SAP does not warrant the availability and correctness of this related
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caused by the use of related information unless damages have been caused by SAP's gross negligence or willful
misconduct. Regarding link classification, see: http://help.sap.com/disclaimer
14
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
End User Guide: SAP BusinessObjects Design Studio
Important Disclaimers on Legal Aspects
End User Guide: SAP BusinessObjects Design Studio
Important Disclaimers on Legal Aspects
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
15
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