Question Re: Workbook Template in Technology Q&A

Workbook Template

Former Member — Tue, 08 Jul 2008 14:37:23 GMT

Hello,

I am using BI 7.0 version.

I created a Workbook Template and I would like to use this workbook for all my bi users as default . what i did I saved this workbook and assing this workbook ID to all my BI users so that when they execute any Query it will use default.

Under global setting under "Select Default Workbook" I selected "Use Default"

When I execute my query the default workbook is not showing

If anybody faced the same problem please share your thoughts.

Thanks

Re: Workbook Template

andrew_zhou — Wed, 09 Jul 2008 18:52:47 GMT

You're supposed to click on "use current" while checking "global default workbook" option.

Re: Workbook Template

Former Member — Wed, 09 Jul 2008 20:04:25 GMT

"use current" option was disabled some reason only two options are enable "Use Default" and "Use SAP Standard"

Re: Workbook Template

andrew_zhou — Wed, 09 Jul 2008 20:07:22 GMT

Then it's a security thing.

Re: Workbook Template

Former Member — Wed, 09 Jul 2008 20:12:13 GMT

I have SAP_ALL, SAP_NEW

Re: Workbook Template

andrew_zhou — Wed, 09 Jul 2008 20:24:40 GMT

Good for you 😃

By the way, you need to have the workbook you want to use as default opened before you do the step I mentioned, hence it'll "use current" workbook as the global default.

Re: Workbook Template

Former Member — Wed, 09 Jul 2008 20:29:24 GMT

How can we make default workbook when we open ?

Re: Workbook Template

andrew_zhou — Wed, 09 Jul 2008 20:36:50 GMT

Here is complete list of events:

1. Open any query in Analyzer (doesn't matter which query, this will be ignored once your template is set), which will open the query using the standard SAP template

2. Customize the template as you see fit

3. Save this as a workbook

4. Now the "use current" button should be enabled. Check the "Global Default Workbook" and click "Use Current", hit OK.

5. Opening any queries in the future will invoke the use of the template you saved.

If you want to change for the format of existing workbooks, then this won't help. I don't think it's possible.

Re: Workbook Template

Former Member — Wed, 09 Jul 2008 20:50:30 GMT

3. Save this as a workbook?

We have to save this workbook on a server right?

Also, I would like to attach company logo do you know how to do this?

Re: Workbook Template

andrew_zhou — Wed, 09 Jul 2008 20:51:37 GMT

Yes, a BEx workbook

Re: Workbook Template

andrew_zhou — Wed, 09 Jul 2008 20:56:46 GMT

Yes, a BEx workbook. Make sure you transport this to Q and P then do the step 4 manually in each environment.

In step 2, insert the logo from Excel's Insert > Picture > From File....

Then double-click on the picture, go to "Properties" tab, make sure "move but don't size with cells" or "don't move or size with cells" is selected. This prevents the logo from getting stretched when cells are dynamically changed at runtime.

Edited by: Andrew Ming Zhou on Jul 9, 2008 4:58 PM

Edited by: Andrew Ming Zhou on Jul 9, 2008 5:01 PM

Re: Workbook Template

Former Member — Wed, 09 Jul 2008 21:39:47 GMT

Okay.

Also I am having doubt on Assigning Query and Workbook to role

1. Created a Query and published under Role(xyz)

2. Query Executed through Analyzer and saved as Workbook under same role(XYZ)

My question is why we need to publish query and workbook under role

Which is the best way to Assign Query and Workbook to User through role.

Why we need to assign Query to role?

Can we just assign Workbook to Role?

Thanks

Re: Workbook Template

andrew_zhou — Wed, 09 Jul 2008 21:46:28 GMT

This looks like a separate question =). Plz assign points if my previous responses were helpful.

Yes, best practice is only assigning workbooks to roles. Regular users should not access queries (or other dataproviders) directly, and should only access data through workbooks.

Re: Workbook Template

Former Member — Wed, 09 Jul 2008 21:57:04 GMT

okay I assign the points. thanks

Re: Workbook Template

Former Member — Wed, 09 Jul 2008 22:03:58 GMT

Few more doubts

1. How the workbooks will be "Refreshed" When they open first time or it will refresh Automatic?

2. For example user executed workbook then he modified the workbook and saved under local directory when next time if he open the the local workbook, data will be refreshed ? or he hase to reconnect the workbook?

3. What is the difference if the user save the workbook in his favorites vs Local c:directory?

Thanks

Re: Workbook Template

andrew_zhou — Thu, 10 Jul 2008 13:31:42 GMT

Wow I better get some massive points for this 😃

1. You can control this from "Workbook Settings" (last button on the 7.0 BEx tool bar), option called "Refresh Workbook on Open". It's off by default.

2. To refresh data, the user has to login to BW server.

3. No much. One saves it on the server, one on local drive.

Re: Workbook Template

Former Member — Thu, 10 Jul 2008 13:42:27 GMT

Once the workbook assigned to role, I have to restrict the users they can't change the origonal workbook which is saved under role right ? how can we restrict ?

Re: Workbook Template

andrew_zhou — Thu, 10 Jul 2008 13:47:26 GMT

That's right. You should limit the ability to save workbooks in the roles to a selected few power users. Otherwise your roles will get messy pretty soon. Talk to your security guy. The BEx access config has options 1, 2, 3 etc., similar to ECC.

Edited by: Andrew Zhou on Jul 10, 2008 9:48 AM

Re: Workbook Template

Former Member — Thu, 10 Jul 2008 14:01:35 GMT

Okay

I am not sure when we design the Default Workbook Template what are the things we need to consider like Company Logo and what else?

What I did I put the company Logo Left top corner and using design Mode added query(Insert Analysis Gride),Filters(Insert Navigational Panel) when I use this workbook as a default I am getting logo but I am not getting Filter text,Query Description,Information,Chat...ect

When you run any query in Analyzer you will see all there as default....what is the reason its not showing

Re: Workbook Template

andrew_zhou — Thu, 10 Jul 2008 15:33:24 GMT

You're not getting Chart, Information, Filters, because you created a workbook from scratch. Only the SAP standard template has those things, which have embedded macros and everything. Best way is to customize the standard template and just insert your logo on top left. Right now you need to revert back to the standard template with the "Use SAP Standard" button, then following the steps I outlined before.