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There are two ways to create a workbook in BEx Analyzer 7x. You can start with ...

  • ... the function "BEx Open Query" or you start with ...
  • ... a blank workbook and afterward the GridItem is added.

This page describes both ways of workbook creation and clarifies when the SAP Default Workbook should be used or not.

 

1 - Ad Hoc Reporting / Workbooks with one Query and one Excel Sheet

If you start the workbook creation with 'BEx Open Query' then a Default Workbook is used as a template for the query execution.
Which Default Workbook is taken depends on the properties in your Global Settings of BEx Analyzer. By default the SAP Default Workbook is set as standard:

Following screenshot shows a opened query which based on SAP Default Workbook:

Please note:

  • The SAP Default Workbook is a template which contains VBA Coding for additional features and formatting functions.
  • You can use the SAP Default Workbook if only one Data Provider Query and one Excel sheet exist in the workbook.
  • Do not use the SAP Default Workbook if you want to use MS Excel formatting functions (E.g.: Conditional Formatting).
  • It is not possible to remove a SAP Default Workbook afterward. So you need to decide before workbook creation if the SAP Default Workbook can be taken or not.
  • The SAP Default Workbook is delivered with the Frontend (BEx Analyzer) installation.
  • Changing the SAP Default Workbook is not supported, please review note 1623048.
  • Default workbook is for single query execution. If you want to create a workbook with several queries, do not use SAP Default Workbook as a template.

Online Documentation:

2 - Complex Workbooks with several Queries / Excel Sheets and own Formatting

The creation of complex workbooks typically starts with an empty Excel sheet (MS Excel > New > Blank Workbook). Using this way does not open a Default Workbook. The creation process goes on with adding a Grid Item, in the properties of the Grid Item you assign the Data Provider query. It follows further design actions.

Following screenshot shows a workbook which was created starting with a blank workbook:

3 - Create your own Default Workbook

For the creation of your own Default Workbook please review following Online Documentation and read the section "Customizing Default Workbooks":

Please consider following aspects:

  • The Default Workbook MAY contain more than one Data Provider, but if a VBA/Callback function is used, it must be adapted to deal with multiple dataprovider.
  • The Data Provider is not allowed to have a Query assigned to it. When opening a Query within BEx Analyzer the Query is assigned to the Data Provider of the Default Workbook.
  • In the Workbook Settings Dialog the option "Refresh Workbook on Open" is not allowed to be selected.
  • The Default Workbook is to be used as a template and this setting would cause all workbooks to be refreshed with the Metadata of the Default Workbook.

 Reference note: 1623048

4 - Identify in MS VBA Editor if SAP Default Workbook is used

Start the VBA Editor with ALT + F11 and find the DefaultWorkbook under Modules of your project:

 


Link to this page: http://wiki.sdn.sap.com/wiki/x/lwA4Ew


 

3 Comments

  1. It might be more interesting to have this topic covered for Analysis MS Office, maybe?

  2. Hi Andreas, that is already well documented in the AO user guide chapter: "Creating and administrating workbooks": https://help.sap.com/viewer/ca9c58444d64420d99d6c136a3207632/2.8.0.0/en-US/f27230016c9b1014bf2c9a7eb0e91070.html