Saving a Workbook

Objective

After completing this lesson, you will be able to save a workbook to a platform.

Save Workbooks

You can save Analysis Workbooks or Presentations in several locations: on the SAP BusinessObjects BI Platform, the SAP BW Platform, or on SAP Analytics Cloud. Stored workbooks and presentations can be opened from both platforms. They can also be renamed or deleted on the platforms.

From the File → Analysis tab, you can save a workbook on the SAP BI Platform, the SAP BW Platform, on SAP Analytics Cloud, or as a local file. If you save a workbook to the BI platform, the workbook is saved as an Analysis Workbook object and can be shared and scheduled.

When you save to either platform, the data being analyzed in the workbook can be secured so that only appropriate personnel can see and interact with the data. The workbook is saved with the current navigation state and selected properties.

The figure shows the step for saving an Analysis workbook to an SAP platform using Analysis functionality.

The figure shows the step for saving an Analysis workbook to an SAP platform using Analysis functionality.

The workbook properties are part of the Component tab in the Design Panel. It is possible to save an Analysis with no data, typically to protect sensitive data. Either the workbook or the data sources of the workbook must be refreshed in order to see the data. We will discuss the Components tab in more detail in Unit 3.

Note

System administrators can set the file setting RemoveDataBeforeSaving to True to activate the workbook property Remove Data Before Saving in the design panel by default.

You can also use standard Microsoft Excel functionality to save the workbook locally (or to a network drive) by choosing FileSave As. However, saving as a local file does not take advantage of any security profiles that exist in any BusinessObjects, BW, HANA, S/4HANA, SAP Datasphere, or SAP Analytics Cloud systems.

Watch the video to see how to save a workbook.

SAP BW and Report-to-Report Interface (RRI)

The SAP BW Report-Report Interface (RRI) allows you to configure a jump target from a BW query executed in Analysis. You can use the RRI to jump from the executed query (sender) to another report (receiver) containing more information. You can call targets in BW systems and even outside of the BW system.

The figure shows the crosstab configured with Report-to-Report Interface functionality.

The figure shows the crosstab configured with Report-to-Report Interface functionality.

Watch the video to see how to use the Report-to-Report Interface functionality.

Analyze Data and Save a Workbook

As the company analyst, you insert a query into an Analysis workbook and save it to the SAP BI Platform.

Note

In this exercise, you will use the RWB BW system.

Summary

Let's summarize:

  • Save Workbooks: Store Analysis Workbooks/Presentations on SAP BI/BW platforms or locally.
  • Manage security and properties; configure RRI for detailed reports; save with/without data.