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FastFacts
Feature Presentation
12/16/2014
To dial in, use this phone number and
participant code…
Phone number: 888-651-5908
Participant code: 182500
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© 2014 The Johns Hopkins University. All rights reserved.
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Today’s Topic
We’ll be taking a look at…
Analysis - Recreating Bookmarks
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Today’s Presenter
Art Kennedy
Senior Accountant, Quality Control
Contact: [email protected]
443-997-4715
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Session Segments
Presentation
With the upgrade of BW, you will lose your bookmarks when the
current system is retired. During this live session, Art will
demonstrate how to locate the parameters of your current BW
bookmarks and then show you how to recreate them in Analysis.
During Art’s presentation, your phone will be muted.
Q&A
After the presentation, we’ll hold a Q&A session.
We’ll open up the phone lines, and you’ll be able to ask
questions.
Art will answer as many of your questions as time allows.
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Contact Us
If you would like to submit a question during the presentation or if
you’re having technical difficulties, you can email us at:
[email protected]
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Survey
Survey
At the end of this FastFacts session, we’ll ask you to complete a
short survey.
Your honest comments will help us to enhance and improve
future FastFacts sessions.
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How To View Full Screen
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Analysis - Recreating Bookmarks
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Agenda
After today’s presentation you will be able to:
Describe what will happen to your current BW bookmarks
Demonstrate how to locate the parameters of your current BW
bookmarks
Demonstrate how to recreate bookmarks (now called favorites)
using those parameters in Analysis
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What Will Happen to BW Bookmarks?
Bookmarks in BW will not transfer to Analysis.
They will be gone forever
BW will run parallel to Analysis for 90 days after your scheduled
training wave begins.
Use this time to retrieve your old bookmarks and recreate them
in Analysis
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BW Report Center
Click the “BW Report Center” tab from the SAP Portal
Find one of your bookmarks and execute it
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BW Bookmark
Click the Data Analysis tab
If possible, take a screenshot of the layout and print it out for
reference
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BW Bookmark
Click the Info tab
If possible, take a screenshot and print it out for reference
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BW Bookmark - Query
Make note of the Query Description in the Information on Query box
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Analysis
Click the Enterprise Reporting tab
Click Open Analysis from the BW News page
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Find an Analysis Workspace
Open the workspace with the same query description as your
bookmark
You can enter part of the query description in the search to locate it
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Find an Analysis Workspace
Double-click the workspace to open it
The Prompts screen will display
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Prompt Screen
On the printout of the bookmark, take note of the Variable Values
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Prompt Screen
Fill in the same values on the Analysis Prompt screen
If you do not know the value for the variable, use the member
selector box to pick it from the available options
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Prompt Screen
Find the test in the list of available values
Highlight the value and Click OK
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Prompt Screen
Check the Save prompt values with workspaces check box
Click OK
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Filters - BW
On the Info tab printout, make note of any dynamic filters
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Filters - Analysis
Add those filters to your Analysis Workspace
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BW Layout
On your Data Analysis tab printout, note the columns and their order
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Analysis Layout
Add/Remove and reorder columns to match the BW layout
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Analysis Layout
Resize columns (if necessary)
Match all other column formatting (such as Display Key/Text)
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Save Workspace
Save the workspace to your favorites
Click the arrow next to the save button and choose Save As…
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Saving Favorites
Give the workspace a meaningful name
Click the Save button
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Favorites
You have successfully recreated your bookmark in Analysis!!
Tip – Make sure the # of rows matches between the 2 reports
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Retrieving Favorites
Workspaces can be retrieved from a users favorites area
Select the My Documents tab  My Documents  Favorites
Double-click a workspace to open it
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Complete Labor Distribution
Run the Bookmark in BW and printout the Info tab and Query
Layout
Make note of the query description
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Complete Labor Distribution
Locate that workspace in Analysis and execute it
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Complete Labor Distribution
Make note of the variable values form the BW bookmark
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Complete Labor Distribution
Enter those variable values into the prompt screen in Analysis
You may need to use the member selector to search for the values
if you don’t know them
Click the member selector button next to the prompt
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Complete Labor Distribution
Type part of the description for the Org Unit
Click the down arrow next to the binoculars to search by Text
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Complete Labor Distribution
Click the binoculars to perform the search
Select the desired org unit and click OK
Repeat the process for all values
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Complete Labor Distribution
Once all values are entered, click the Save prompt values with
workspace check box
Click OK to execute the workspace
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Complete Labor Distribution
Make note of the dynamic filter values from the bookmark
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Complete Labor Distribution
Add those filters to the Analysis workspace
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Complete Labor Distribution
Make note of the column order in the BW bookmark
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Complete Labor Distribution
Add, remove or reorder columns in Analysis to match the bookmark
Use Auto Update to make the process faster
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Complete Labor Distribution
Adjust any column formatting or totals to match the bookmark and
Analysis workspace
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Complete Labor Distribution
Verify your reports match
Use the number of rows or the totals on the report
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Complete Labor Distribution
Save the workspace to your favorites
You can also send it to others in your group
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Log Off
When you are finished with Analysis be sure to log off.
Click the log off link in the top right hand corner.
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Resources
This page contains links to the various resources mentioned throughout this presentation.
You can click on the links or copy and paste the links into your web browser.
JHU Finance Website:
http://finance.jhu.edu/reports_guides/analysis/overview.html
JHU Finance:
[email protected] or 410-516-3277
SAP at Hopkins:
http://www.sapathopkins.org/
SAP Portal:
http://sap.johnshopkins.edu/
Training Questions
[email protected]
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Q&A
We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide
instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us
during the presentation.
If there’s a question that we can’t answer, we’ll do some research
after this session, and then email the answer to all participants.
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Thank You!
Thank you for participating!
We would love to hear from you.
Are there certain topics that you would like us to cover in future
FastFacts sessions?
Would you like to be a FastFacts presenter?
Please email us at: [email protected]
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Survey
Before we close, please take the time to complete a short survey.
Your feedback will help us as we plan future FastFacts sessions.
Click this link to access the survey…
http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!