BW How to Save and Use a View

Transcript

1 e a Report View e and Us BW How to: Sav Introduction Description adding or removing data, changing the sorting/grouping order, filtering, and so on The ability to modify a report – powerful feature of Business Warehouse (BW) reporting. It is possible to store those changes by saving a – is a View thereby eliminating the need to repeatedly make the . Once a View report has been saved, it can be reused, same changes every time you want to run the same report. is a template or framework within which report data is displayed. Like any BW report, the displayed data is A View View includes column circumscribed by parameters specified at runtime and by a user’s authorizations. A saved data is not saved as part of the , etc. However, locations, applied filters, subtotals View . View once it has This document describes how to (1) create a saved View , and (2) how to recall and execute a been saved. Prerequisites The user should be familiar with navigating the Business Warehouse environment and with the basics involved in running BW reports. Menu Path None Transaction None Tips and Tricks • Saved and any View can be s are visible to all users with access to the Business Warehouse View executed by anyone with access, regardless of who created that View. However , the data displayed when running the View will be determined by the permissions of the individual running the report. • View . For this reason, it s cannot be protected from modification by any user with access to a View Saved . use care not to overwrite another user’s View View that anyone attempting to save a is important Save a Protecting against accidentally overwriting another user’s View section is described in detail in the View below. • There is no limit on the number of saved Views a user can create. Users cannot directly delete their own saved Views. However, any View marked using the procedure • How to - described in the Help Guide BW will be removed by a system utility run by Delete a Saved View the BW development team. Referenced Help Guides BW How to - • Delete a Saved View • Use Wild Cards in Searches BW How to - 6 0 6 / 23 /1 Last modified: 1 / 8 © Boston University

2 Sav e a Report View e and Us BW How to: Procedure in the Work Instruction. Click on the link below to navigate to the desired topic Description Topic # 1 Save the of a report using recommended naming Save a View . View convention . 2 he most common procedure to This instruction describes t xecute a saved Recall and e View recall and execute a saved View . . 3 Displaying properties of a saved you are using is View will help determine if the technique This your own. . View 4 Use this View to edit and save one of your previously technique Editing your and re - saving s. View saved it. 5 should be used T when executing a View his technique Using Open to recall and down report. execute a saved - created for a drill View . Save a View 1. This document assumes you have run a BW report, have modified the initial display, and now want to save 1 . those layout changes 2. Click the Save As button window is displayed. Save As The 1 Data in this Help Guide have been deliberately blurred 6 0 6 / 23 /1 Last modified: 2 / 8 © Boston University

3 e and Us e a Report View BW How to: Sav to uncheck the checkbox. Save Variable Values Click 3. result in values you may Unchecking this box specified at run time not being saved with the View. As a result, you would be prompted to enter variable View values each time you use the saved (for to allow yo example, u to specify fiscal period). unchecking this box will have no effect if any Note that of the variables on the Variable Entry screen are pre- populated. Virtually all BW reports currently have at a default least one variable that has been assigned , e.g., a date field. In the majority of cases, value will have no effect. therefore, unchecking this box for the saved View Description 4. Enter a . ecommended naming convention: There is no naming requirement, but there is a r DDD = acronym to identify your department or organizational unit. = your initials. ABC = brief description of the View DESCRIPTION Note: s (“_”) instead of blanks to separate description elements. underscore character we recommend using Technical name 5. Enter the Description that you copy the text from the . For the sake of simplicity, we suggest field and paste it in , although this is not a require ment . this field Requirements for the Technical Name The name must be unique. No other View in the Business Warehouse – • whether it is yours – can have the same name. or another user’s Only letters, numbers and underscores are allowed in the Technical Name. Note that spaces • not allowed. (blanks) are . button OK Click the If no error messages result, the View was saved successfully. If an error 6. to save the View message occurs, you will need to correct the error and try saving the View again. The most common error is due the Technical Name containing one or more invalid characters, especially spaces. 7. button is clicked, If a warning message like the following is displayed when the OK STOP! 6 0 6 / 23 /1 Last modified: 3 / 8 © Boston University

4 Sav e a Report View BW How to: e and Us This message indicates either that you are about to overwrite your own or another user’s saved View. If you are sure that you are modifying your own View and this is the View you intended to modify, then click the OK button. Cancel button and use a different technical name. Otherwise, press the for instructions on clarifying Displaying properties of a saved View Refer to . whether or not this is your View Recall and execute a saved View 1. Navigate to the Reporting home page. Saved Views 2. Click the link. Type is set to View . 3. Be sure The History tab is opened by default. This is a list of views you have used previously. The most recently used View is the first item in the list. 4. If the View you are looking for is in the displayed list, click to select button to run View and click the OK the ). that View ( 5 you seek is not in the displayed list, you 5. If the View will need to find it. C lick the Search tab. 6. Enter part of the View name that you are looking for, . *CJM*BUDGET* such as Last modified: 0 6 / 23 /1 6 4 / 8 © Boston University

5 Sav e and Us e a Report View BW How to: The wild card characters (“*) indicate that the search string can be preceded or followed by any other characters 2 . or numbers button. Search 7. Click the 8. Select the View you are searching for. 9. Click the OK button to run the View . Displaying properties of a saved View Display Properties command to see information for a saved View Use the . This feature allows you to see who created and/or modified a View and is particularly useful to ensure that – in the event you want to modify and re- save a s include the following View . Properties of saved - you are working only with your own View View information: Technical name. • View was last modified (date format is YYYYMMDD). Date the • ). Owner of the View ( confirm it is yours! • Userid of last person to modify the View • . History click to tab, Search or 1. From the a select to inspect. View icon. Properties View 2. Click the 3. Slide the cursor down and select . Display Properties 2 For more information about the use of wild cards with BW reports, refer to the Help Guide BW How to - Cards in Use Wild Searches 6 0 6 / 23 /1 Last modified: 5 / 8 © Boston University

6 e and Us e a Report View BW How to: Sav Properties of the 4. will be View selected displayed. View owner, last user to modify the View , and last date of modification are among the information . available -saving it Editing your View and re Recall tab as described Search or the History using either the 1. Find and execute your View previously in the . and execute a saved View desired. as 2. Edit the View Save As 3. When editing is complete, click the button. window is displayed. Save As The Type View is set to . Be sure 4. scroll 5. There is no search function, so u se the croll up or bar (on right side of window) to s want to replace. you down to find the View select View 6. . Once located, the click to View it is Stop! and Are you sure this is your saved the one you wish to replace? If yes, then continue to the next step. Otherwise, follow the instructions to display in Displaying Properties of a Saved View you have selected the View properties and ensure correct View . to save the View 7. Click OK 6 0 6 / 23 /1 Last modified: 6 / 8 © Boston University

7 e and Us e a Report View BW How to: Sav A warning message is displayed. OK 8. Click . to overwrite the previous version of your View Using Open to recall and execute a saved View When drilling down from one Business Warehouse report to another, the detail report being drilled to opens in a for a drill . It is possible to create a saved must be opened View display default -down report, but that View manually after the default View has displayed. based on a detail report once the drill The following example describes how to open a View -down occurs. The report to a GL/CI Detail Unrestricted Budget to Actual by FC – -down from the example assumes we will drill report. Actuals Transaction Detail – based on the View saved down on an expense item listed in the Scenario: we have drilled- Unrestricted Budget to Actual by FC – GL/CI Detail report. The default View Actuals Transaction Detail – report is displayed initially: of the Open the 1. Click Open window displays. to open the saved View based on this detail report. The button 1. . View to is set Type Be sure tab. Search 2. Click the . Use 3. Enter search text to find your saved View wildcard characters (“*”) before and after the text 2 . Press the to insure that your find your View Search . key Enter or click 4. Select the View to run. to execute the View OK 5. Click . 6 Last modified: 0 6 / 23 /1 7 / 8 © Boston University

8 e and Us e a Report View BW How to: Sav Sample result: the opened (saved) shown in the layout represented by data displayed in the initial View is now View. Results and Next Steps None 6 © Boston University 8 / 8 /1 23 / 6 0 Last modified:

Related documents

select documents

select documents

apane S ocument S on J D S e W ar elect rime S an D J apane S e B iological c arfare , 1934-2006 W Compiled by William H. Cunliffe

More info »
clp en

clp en

Guidance on the Application of the CLP Criteria – July 2017 1 Version 5.0 G U I D A N C E Guidance on the Application of the CLP Criteria Guidance to Regulation (EC) No 1272/2008 on classification, la...

More info »
ch 16.pm7

ch 16.pm7

Japanese Biomedical Experimentation During the World-War-II Era Chapter 16 JAPANESE BIOMEDICAL EXPERIMENTATION DURING THE WORLD-WAR-II ERA * SHELDON H. HARRIS, P D H INTRODUCTION DIMENSIONS OF THE PRO...

More info »
Software Development Full Study Final

Software Development Full Study Final

HOW SAN DIEGO STACKS UP UNDERWRITTEN BY software power index The * combines data on the concentration of software developers, employee retention, computer science degrees per capita, computer/math deg...

More info »
Attributable causes of cancer

Attributable causes of cancer

WORLD HEALTH ORGANIZATION INTERNATIONAL AGENCY FO R RESEARCH ON CANCER Vitamin D and Cancer IARC 2008

More info »
EUProgress Booklet tcm18 42662

EUProgress Booklet tcm18 42662

Contact Well-being at Work – Hannu Anttonen ([email protected]) Tuula Räsänen ([email protected]) New Innovations and Finnish Institute of Occupational Health www.ttl.fi Good Practices ISBN 978...

More info »
subzero design guide

subzero design guide

DESIGN GUIDE REVISED 3 / 2019

More info »
Building a Bw Tree Takes More Than Just Buzz Words

Building a Bw Tree Takes More Than Just Buzz Words

Building a Bw-Tree Takes More Than Just Buzz Words Andrew Pavlo Viktor Leis Hyeontaek Lim Ziqi Wang Carnegie Mellon University Carnegie Mellon University Carnegie Mellon University TU München [email protected]

More info »
Vitamin D and Calcium: Systematic Review of Health Outcomes, Evidence Report/Technology Assessment, No. 183

Vitamin D and Calcium: Systematic Review of Health Outcomes, Evidence Report/Technology Assessment, No. 183

Evidence Report/Technology Assessment Number 183 Vitamin D and Calcium: A Systematic Review of Health Outcomes Prepared for: Agency for Healthcare Research and Quality U.S. Department of Health and Hu...

More info »
instruction tables

instruction tables

Introduction 4. Instruction tables Lists of instruction latencies, throughputs and micro-operation breakdowns for Intel, AMD and VIA CPUs By Agner Fog. Technical University of Denmark. Copyright © 199...

More info »
AGGuideCovers2010.indd

AGGuideCovers2010.indd

Guide for the Care and Use of Agricultural Animals in Research and Teaching Federation of Animal Science Societies Third edition January 2010

More info »
SACN Vitamin D and Health report

SACN Vitamin D and Health report

Vitamin D and Health 2016 i

More info »
520 UM001I EN E PowerFlex 520 Series Adjustable Frequency AC Drive User Manual

520 UM001I EN E PowerFlex 520 Series Adjustable Frequency AC Drive User Manual

User Manual PowerFlex 520-Series Adjustable Frequency AC Drive PowerFlex 523 Catalog Number 25A, Series B PowerFlex 525 Catalog Number 25B Original Instructions

More info »
northamericawaterbirdconservationplan

northamericawaterbirdconservationplan

WATERBIRD CONSERVATION for the AMERICAS North American Waterbird Conservation Plan V e r s i o n 1

More info »
31012011HA...

31012011HA...

Scientific Committee on Health and Environmental Risks SCHER Critical review of any new eviden ce on the hazard profile, health effects, and human exposure to fluoride and the fluoridating agents of d...

More info »
The Health Consequences of Smoking   50 Years of Progress: A Report of the Surgeon General

The Health Consequences of Smoking 50 Years of Progress: A Report of the Surgeon General

The Health Consequences of Smoking—50 Years of Progress A Report of the Surgeon General U.S. Department of Health and Human Services

More info »
ADAfaEPoV

ADAfaEPoV

Advanced Data Analysis from an Elementary Point of View Cosma Rohilla Shalizi

More info »
Op Amps for Everyone Design Guide (Rev. B)

Op Amps for Everyone Design Guide (Rev. B)

Op Amps For Everyone Ron Mancini, Editor in Chief Design Reference Advanced Analog Products August 2002 SLOD006B

More info »
DTM$FREE PRACTICE 2 ALL

DTM$FREE PRACTICE 2 ALL

DTM Hockenheim I free practice 2 Hockenheimring BW 4574 m 03. - 05.05.2019 Event: 01 Session: 02

More info »