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Slide 1 FastFacts Feature Presentation 12/16/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

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Presentation on theme: "Slide 1 FastFacts Feature Presentation 12/16/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:"— Presentation transcript:

1 Slide 1 FastFacts Feature Presentation 12/16/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code: 182500 To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2014 The Johns Hopkins University. All rights reserved.

2 Slide 2 Today’s Topic We’ll be taking a look at… Analysis - Recreating Bookmarks

3 Slide 3 Today’s Presenter Art Kennedy Senior Accountant, Quality Control Contact: akennedy@jhu.eduakennedy@jhu.edu 443-997-4715

4 Slide 4 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.

5 Slide 5 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: fastfacts@jhu.edu fastfacts@jhu.edu

6 Slide 6 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.

7 Slide 7 How To View Full Screen Click Here

8 Slide 8 Analysis - Recreating Bookmarks

9 Slide 9 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

10 Slide 10 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

11 Slide 11 BW Report Center Click the “BW Report Center” tab from the SAP Portal Find one of your bookmarks and execute it

12 Slide 12 BW Bookmark Click the Data Analysis tab If possible, take a screenshot of the layout and print it out for reference

13 Slide 13 BW Bookmark Click the Info tab If possible, take a screenshot and print it out for reference

14 Slide 14 BW Bookmark - Query Make note of the Query Description in the Information on Query box

15 Slide 15 Analysis Click the Enterprise Reporting tab Click Open Analysis from the BW News page

16 Slide 16 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

17 Slide 17 Find an Analysis Workspace Double-click the workspace to open it The Prompts screen will display

18 Slide 18 Prompt Screen On the printout of the bookmark, take note of the Variable Values

19 Slide 19 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

20 Slide 20 Prompt Screen Find the test in the list of available values Highlight the value and Click OK

21 Slide 21 Prompt Screen Check the Save prompt values with workspaces check box Click OK

22 Slide 22 Filters - BW On the Info tab printout, make note of any dynamic filters

23 Slide 23 Filters - Analysis Add those filters to your Analysis Workspace

24 Slide 24 BW Layout On your Data Analysis tab printout, note the columns and their order

25 Slide 25 Analysis Layout Add/Remove and reorder columns to match the BW layout

26 Slide 26 Analysis Layout Resize columns (if necessary) Match all other column formatting (such as Display Key/Text)

27 Slide 27 Save Workspace Save the workspace to your favorites Click the arrow next to the save button and choose Save As…

28 Slide 28 Saving Favorites Give the workspace a meaningful name Click the Save button

29 Slide 29 Favorites You have successfully recreated your bookmark in Analysis!! Tip – Make sure the # of rows matches between the 2 reports

30 Slide 30 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

31 Slide 31 Complete Labor Distribution Run the Bookmark in BW and printout the Info tab and Query Layout Make note of the query description

32 Slide 32 Complete Labor Distribution Locate that workspace in Analysis and execute it

33 Slide 33 Complete Labor Distribution Make note of the variable values form the BW bookmark

34 Slide 34 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

35 Slide 35 Complete Labor Distribution Type part of the description for the Org Unit Click the down arrow next to the binoculars to search by Text

36 Slide 36 Complete Labor Distribution Click the binoculars to perform the search Select the desired org unit and click OK Repeat the process for all values

37 Slide 37 Complete Labor Distribution Once all values are entered, click the Save prompt values with workspace check box Click OK to execute the workspace

38 Slide 38 Complete Labor Distribution Make note of the dynamic filter values from the bookmark

39 Slide 39 Complete Labor Distribution Add those filters to the Analysis workspace

40 Slide 40 Complete Labor Distribution Make note of the column order in the BW bookmark

41 Slide 41 Complete Labor Distribution Add, remove or reorder columns in Analysis to match the bookmark Use Auto Update to make the process faster

42 Slide 42 Complete Labor Distribution Adjust any column formatting or totals to match the bookmark and Analysis workspace

43 Slide 43 Complete Labor Distribution Verify your reports match Use the number of rows or the totals on the report

44 Slide 44 Complete Labor Distribution Save the workspace to your favorites You can also send it to others in your group

45 Slide 45 Log Off When you are finished with Analysis be sure to log off. Click the log off link in the top right hand corner.

46 Slide 46 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: fqchelp@jhu.edufqchelp@jhu.edu or 410-516-3277 SAP at Hopkins: http://www.sapathopkins.org/ SAP Portal: http://sap.johnshopkins.edu/ Training Questions learning@jhu.edu

47 Slide 47 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. Q&A

48 Slide 48 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: fastfacts@jhu.edu

49 Slide 49 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/ http://connect.johnshopkins.edu/fastfactssurvey/ Thanks again!

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