Excel Reports for SAP Business One Idit Saguey, Product Expert

June 2019

Internal | SAP Employees and Partners OnlySMB Innovation Summit 2019

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➢Overview

➢Setup

➢Building a new report

➢Managing Excel Reports

Agenda

Overview

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SAP Business One Semantic Layer

Semantic Layer

Crystal

Reports

Excel

Reports

Pervasive

Analytics

SAP

Analytics

Cloud

Interactive

AnalysisCore

Query Views

Reuse Views

Purchasing

Sales

CRM

…..

Customer Query Views

Customer View Extension

B1 Physical Table

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Excel Report Designer

Feature

▪ Reporting and analytical tool based on

MS Excel (plugin).

▪ Utilizes SAP Business One Semantic

Layer (SAP HANA views) as data

sources.

▪ Save ready reports back in SAP

Business One menu

▪ Launch from the application or directly

from Excel

Setup

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Setup

Feature

▪ Install SAP HANA Client to match Bit-width of the

installed Excel

▪ Install the Excel Reports and Interactive Analysis plug

in (part of the B1 installations)

▪ Company DB is initialized for Analytics

▪ Available with Professional, limited, or starter pack

users

▪ User is authorized for the semantic layer

▪ User is authorized to the report

▪ Semantic layer is a calculation view end with “Query”

Building a New Report

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Steps for Building a New Report

✓ Launching Excel Reports

✓ Selecting data source

✓ Selecting fields, rows and columns

✓ Applying calculations

✓ Using groups

✓ Using Parameters

✓ Using dynamic time functions

Managing Excel reports

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Exporting and Importing Excel Reports

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Exporting and Importing Excel Reports

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Analytical Portal

Feature

▪ Ability to publish and share documents via the

Analytical Portal for:

➢ Crystal Reports

➢ MS Excel

▪ Access the Analytical Portal via this URL:

https://<hana-server>:<Port>/Portal

▪ Ability to access the Analytical Portal for every user

but only authorized reports are being displayed

▪ The authorized documents can be downloaded or run

in different formats:

➢ MS Excel – PDF, Excel or HTML

➢ Crystal Reports – PDF

▪ It is not necessary to have an SAP Business One

Client or MS Excel installed on client side.

▪ The documents can be run on different devices such

as a web client or mobile device.

▪ On Premise and On Demand users are supported.

Thank you.

Contact information:

Idit Saguey

SAP Business One Product Expert

Idit.Saguey@sap.com

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KII1UX

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