Using the design panel Components tab to set properties

Objectives

After completing this lesson, you will be able to:

  • Set properties for workbook elements

Workbook Properties

On the Components tab of the Design Panel, you can see a list of all components used in the workbook together with the properties of these components. You can select whether the components should be listed by data source or by sheet. In both cases, the highest node of the list is the workbook. A set of properties is available for each component. To see and change the properties for a component, select the component in the structure.

Properties for the Components tab of the Design Panel: Workbook, Data Source, and Crosstab

The following are a list of Properties for workbooks:

  • Refresh Workbook on Opening:  If you select this check box, the data sources in the workbook are refreshed every time the workbook is opened. If this check box is not selected, the data in the workbook is not automatically refreshed on opening. To refresh the data sources manually, choose Refresh All in the menu.
  • Force Prompt for Initial Refresh: If you select this check box, the prompting dialog is displayed every time a refresh occurs. 
  • Store Prompts with Workbook: If you select this check box, the defined prompt values are saved with the workbook. 
  • Remove Data Before Saving: If you select this check box, the workbook is saved without the data. When you reopen the workbook, no data is displayed. To display the data, choose Refresh All in the menu to refresh the data sources manually. 
  • Merge Variables: If you select this check box, the variables are merged for all data sources. If the check box is not selected, the variables can be defined for each data source separately.

    Every time you change your selection for this property in the workbook, the connected data sources are restarted. Therefore, the prompting dialog appears automatically so that you can define the values before the data sources are refreshed. If the data sources are not connected, the dialog will not appear and only the property will be changed.

    In the default setting, this check box is not selected when you create a new workbook. The default setting can be changed in the registry. For more information, contact your IT Administrator.

Data Source Properties

The following are Properties for data sources:

  • Data Source Name: Displays the data source name. You can change it here. 
  • Data Source Technical Name: Displays the technical name of the data source. 
  • Formula Alias: Displays the formula alias. You can change it here. 
  • System Alias: Displays the system alias. 
  • Use Data Source Formula — Optimized: You can use this check box to switch between the formula-optimized mode and the analysis mode.
  • Planning: Open Data Source Input Enabled: If you select this check box, the input-ready data source is opened in change mode when you open the workbook, and you can immediately start entering planning data. If you do not select this check box for an input-ready data source, you cannot enter and save planning data for this data source until you have selected the check box. 
  • Behavior on Opening Workbook:
    • Default Refresh Behavior — The data source is refreshed as defined on workbook level with the setting Refresh Workbook on Opening.

    • Reset — The initial state of the data source defined in the back-end, will be displayed when you reopen the workbook. You cannot save a navigation state with that workbook as the navigation state will be replaced with the initial state.

    • Reset and Clear Design Rules — The initial state of the data source defined in the back-end, will be displayed when you reopen the workbook. The existing Table Design rules are deleted and will be no longer available when you reopen the workbook. You cannot save a navigation state with that workbook as the navigation state will be replaced with the initial state.

  • Document Store: You can select the document store (defined in the SAP BW System) for a data source. 

Crosstab Properties

The following are Properties for crosstabs:

  • Name: Displays the crosstab name. You can change it here. 
  • Formula Alias: Displays the formula alias of the crosstab. You can change it here. The crosstab formula alias is the second part of the named range for a crosstab. The first part is always SAP. For example, if the crosstab formula alias is CrossTab1, the named range for this crosstab would be SAPCrossTab1. You can select a crosstab with its named range in the Name box in the formula bar. 
  • Data Source Name: Displays the data source name and the data source alias. 
  • Range: Displays the cell range of the crosstab in the sheet. You can change the range to move the crosstab in the sheet. 
  • Planning: Number of New Lines: You can define how many new lines should be added to the crosstab for planning data. The default number is 5 lines. The new lines are only visible in change mode. 
  • Planning: New Line Validation: You can select which data should be checked automatically:
    • None — No automatic check is executed.

    • Member — Automatic check runs whenever a member was changed.

    • Lines — Automatic check runs whenever a line was changed and the derivation is done automatically.

  • Apply Default Formats: If you select this check box, the default formats are applied after each navigation step. 
  • Display Symbols for Parent Members: If you select this check box, a symbol is displayed for parent members in a hierarchy (+/-).   
  • Optimum Cell Width/Height: If you select this check box, the table is displayed with optimum cell width and height. 
  • Repeat Members: If you select this check box, texts that are not displayed because they occur several times in a column or row are repeated in each cell. The setting made in BW Query Designer to hide or show that repeated key values is not evaluated in Analysis. To define the display for repeated members only this setting in the design panel is evaluated.

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