SAP BusinessObjects Live Office User Guide SAP BusinessObjects Business Intelligence platform 4.1 Support Package 2

Transcription

1 SAP BusinessObjects Live Office User Guide SAP BusinessObjects Business Intelligence platform 4.1 Support Package 2

2 Copyright 2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see for additional trademark information and notices.

3 Contents Chapter About this document...7 Who should read this document...7 Document History...7 Chapter Getting Started with Live Office...9 About Live Office content...9 Live Office concepts...10 Live Office object types...11 Connecting to the Business Intelligence platform...12 Upgrading content from previous versions...13 To upgrade content from previous versions of Live Office...13 Live Office toolbar...14 Live Office ribbon menu...16 Live Office Panel...18 Live Office shortcut menu...19 Setting Live Office Options...19 To set General options...20 To set View options...21 To set BI platform options...22 To set Live Office Panel options...24 Chapter Working with SAP Crystal Reports Content...27 Inserting Crystal Reports content...27 To start the Live Office Insert Wizard...27 Insert Wizard: Choose Document...28 Insert Wizard: Specify Parameter Values...29 Insert Wizard: Choose Data...29 Insert Wizard: Set Filters...31 Insert Wizard: Summary...32 Modifying Crystal Reports content...33 Adding custom content to Live Office objects...33 Modifying fields

4 Contents Modifying filters...34 Accessing secured databases...36 Chapter Working with Web Intelligence content...37 Inserting Web Intelligence content...37 To start the Live Office Insert Wizard...37 Insert Wizard: Choose Document...38 Insert Wizard: Specify Keydates...39 Insert Wizard: Specify Query Contexts...39 Insert Wizard: Specify Prompt Values...40 Insert Wizard: Choose Data...41 Insert Wizard: Summary...41 Modifying Key Date values...42 Adding more Web Intelligence report parts...42 Chapter Working with queries...45 Inserting queries...45 To start the Live Office Insert Wizard...45 Insert Wizard: Choose Universe...46 Insert Wizard: Specify Query...46 Insert Wizard: Specify Query Context...56 Insert Wizard: Specify Prompt Values...57 Insert Wizard: Summary...58 Modifying queries...58 To modify a query definition...58 To modify a query context...58 To modify key date values in queries...59 Chapter Using the Live Office Panel...61 Understanding the Live Office Panel relationship network...61 Searching the SAP BusinessObjects Business Intelligence platform repository...61 Using Live Office Panel favorites...62 To view Live Office favorites...62 To search Live Office favorites...63 To delete Live Office favorites...63 To rename Live Office favorites...63 Viewing related objects...64 To view related objects...64 Inserting documents in messages...64 To insert links to documents

5 Contents To insert documents as Live Office objects...65 Associating objects with Outlook activities...65 Suggested documents...66 To access suggested documents...66 Chapter 7 Sending Excel data to SAP BusinessObjects Explorer...67 Chapter Working with Live Office objects...69 Refreshing data used in objects...69 To manually refresh Live Office objects...69 Configuring data refresh options...70 Modifying Live Office object properties...72 To configure object properties...72 Connecting to a different system...74 Modifying prompt and parameter settings...74 Publishing files to SAP BusinessObjects Business Intelligence platform...78 To publish Office 2003 documents...78 To publish Office 2007 documents...79 To view published documents...79 Copying Live Office Objects...80 To copy Live Office objects without data connectivity...80 Saving Live Office data locally...81 Opening local documents without data connectivity...81 Adding security to your documents...82 To conceal data in documents...82 Chapter Troubleshooting Live Office...83 Enabling logging for Live Office...83 To configure logging for Live Office...83 Sample Live Office log files...84 Troubleshooting Live Office components...85 Live Office menu missing...85 Object refresh failed...85 Object sort and filter settings missing after refreshing...86 Access to universe denied...86 Live Office object size limitations...87 Chapter Reference...89 Backward compatibility...89 Unsupported features

6 Contents Index 91 6

7 About this document About this document Welcome to the SAP BusinessObjects Live Office User Guide. With Live Office, you can retrieve business information, create queries, perform calculations, and share answers to business questions without having to understand complex database languages and structures. You can also embed up-to-date SAP Crystal Reports or Web Intelligence information into Microsoft Office documents, spreadsheets, s, and presentations. This guide provides comprehensive information and procedures to help you perform the following business tasks from within the Microsoft Office application environment: Create queries and summary reports, based on real-time information stored in SAP BusinessObjects Business Intelligence platform. View, modify, and refresh existing queries and report objects. Share the results with your colleagues securely over the web or intranet. 1.1 Who should read this document This document is intended for business users of Microsoft Office applications who want to work with SAP BusinessObjects Business Intelligence platform data within the Microsoft Office application environment. This document assumes you are familiar with Microsoft Office Excel, Word, Outlook, and PowerPoint, and that you have some familiarity with the BI platform. 1.2 Document History The following table provides an overview of the most important document changes. Version SAP BusinessObjects 4.1 SAP BusinessObjects 4.1 SP1 SAP BusinessObjects 4.1 SP2 Date January 2013 August 2013 November 2013 Description First release of this document. Updated for SAP BusinessObjects 4.1 SP1 release. Updated Getting Started with Live Office section. 7

8 About this document 8

9 Getting Started with Live Office Getting Started with Live Office SAP BusinessObjects Live Office (Live Office) is an add-on for Microsoft Office applications that gives you access to up-to-date information stored in SAP BusinessObjects Business Intelligence platform. With Live Office, you can insert content from Web Intelligence, Crystal Reports, and Universe Queries in your Microsoft Office documents (PowerPoint, Word, Excel, or Outlook). When you insert an object, a reference to the SAP BusinessObjects Business Intelligence platform location is also inserted. When you open the document later using the Microsoft Office application, you can refresh the objects and see the current data in your document. This release of Live Office does not support SAP Crystal Reports for Enterprise 4.1. This version of the software supports legacy universes (UNV) created with Universe Designer and Web Intelligence documents based on legacy universes. Universes created with the information design tool (UNX), and Web Intelligence documents based on universes created using the information design tool, are not supported. This version of the software also does not support prompts in Web Intelligence documents based on BEx Query data that is accessed directly. To use Live Office, you must be able to connect to the BI platform and access data in the system. If you do not have the appropriate rights to access the data, contact your system administrator. 2.1 About Live Office content Before you start working with Crystal Reports or Web Intelligence content in Live Office, you need to understand how Live Office content works. Related Topics Live Office concepts Live Office object types 9

10 Getting Started with Live Office Live Office concepts To understand how Live Office data can answer your business questions, you need to be familiar with the following key concepts: Report objects A report is a document you create containing information presented in tables, charts, and graphs. A report object supplies the data to the report. In Live Office, you work with report objects because they are connected to the most up-to-date content stored in databases. When a report object is created with the Crystal Reports or Web Intelligence designer, its information may come from various databases. The report object returns data from the underlying data source, either on-demand from the database or based on the refresh option chosen. Report instances A report instance is a version of a report object created by SAP BusinessObjects Business Intelligence platform when users modify the source document or schedule reports. Each instance contains data that is current at the time the source report is processed. Essentially, a report instance is a report object that contains data retrieved from one or more databases. Typically, report objects are designed so users can schedule several instances with varying characteristics. For example, if users run a report object containing parameters, they can schedule one instance that contains report data from a particular department, and schedule another instance that contains information from another department, even though both instances originate from the same report object. Report parts Report parts are sections of a report that are displayed by themselves, without the rest of the report page. More precisely, report parts are objects that use hyperlinks to point from a source report object to a destination Live Office object. Report parts include objects such as text or charts. Parameters In Crystal Reports, a parameter is a question that you answer before generating a report. The information you enter, or the way you respond, determines what information appears in the report. For example, in a report used by sales people, a parameter might ask for a sales region. The report would then return the results for the specified region, instead of returning the results for all regions. Parameters are similar to Web Intelligence prompts. Parameters may be mandatory or optional. Prompts In Web Intelligence, a prompt is a dynamic filter that displays a question every time you refresh the data in a report. You respond to prompts by typing or selecting the prompt values you want to view before you refresh the data. Prompts are similar to Crystal Reports parameters. Prompts may be mandatory or optional. 10

11 Getting Started with Live Office Universe A universe is an abstraction of a database and presents data in non-technical terms for business users. A universe is a collection of data objects representing the information available in a database. Business users of Web Intelligence and Crystal Reports can connect to a universe and run queries against the database. For example, a database may contain a universe for sales data, and another for customer service data. Users can perform data analysis and create reports using the objects in the universe, without seeing, or having to know anything about, the underlying data structures in the database. Universes are created by universe design specialists. Context A universe context indicates what type of business questions are answered by the same universe objects. For example, a universe for sales data might have a context for store sales, another for partner sales, and so on. Because contexts may share objects that are in the same universe, specifying a universe context helps to ensure your query retrieves the right data. For example, data on expenses from an employee expense account may be stored in the same database as data on expenses from marketing a product. Choosing the right universe context ensures that you get the appropriate expense data. Therefore, when you select a universe, you may have more than one universe context to choose from. Contexts are defined by the system administrator Live Office object types Live Office supports three types of data objects: Crystal Reports, Web Intelligence, and Universe queries. The following table shows how Live Office supports fields and report parts, such as charts and text, for each data type. Embedded Crystal Reports sub-reports are not supported. Live Office content type Fields Report parts Crystal Reports Yes Yes Web Intelligence Not applicable Yes Universe query Yes Not applicable 11

12 Getting Started with Live Office 2.2 Connecting to the Business Intelligence platform To use Live Office to access corporate data, you must connect to the SAP BusinessObjects Business Intelligence platform repository where documents are stored. When you attempt to search for, add, view, modify, or publish Live Office objects from a Microsoft Office application, if you are not already logged on to the BI platform, you are prompted to log on. You can configure Live Office to connect to SAP BusinessObjects Business Intelligence platform automatically each time Microsoft Office Excel, PowerPoint, Outlook, or Word is loaded. Live Office supports Single Sign-on (SSO) to the BI platform. If SSO is enabled, when users request report data, Live Office uses their SAP BusinessObjects Business Intelligence platform logon credentials to access the data source rather than requiring another logon To log on to SAP BusinessObjects Business Intelligence platform You can enter your logon information to connect to an SAP BusinessObjects Business Intelligence platform Central Management System (CMS) once or select additional options to automatically sign in using those credentials each time the Microsoft Office application is opened. 1. Open a Microsoft Office application. 2. On the Live Office ribbon menu, click Live Office > Application Options. 3. On the "Options" dialog box, select the BI platform tab and enter the following information: Option Use specified logon criteria User name Password Web Services URL Description If you want Live Office to automatically connect to the BI platform using this information when the Microsoft Office application is started, select this option. Enter your BI platform logon name. Enter your BI platform password. Enter or verify the server location for the SAP BusinessObjects Business Intelligence platform web service you want to connect to, for example, je/services/session 12

13 Getting Started with Live Office Option System Authentication Method Enable Active Directory Single Sign On Description Enter or verify the Central Management System (CMS) you want to connect to, for example, businessobjects01. Select the method used to check your logon credentials. When enabled, Live Office uses these logon credentials to connect to the data source whenever the user requests report data rather than requiring another logon. For more information about SSO, see the SAP BusinessObjects Business Intelligence Platform Administrator Guide available on the SAP Help Portal. 4. Click Log On. Live Office connects to SAP BusinessObjects Business Intelligence platform using the specified settings To connect to a different CMS If the Live Office objects you need to access are stored in a different SAP BusinessObjects Business Intelligence platform repository than where you are currently connected, you can change the Web Service URL and System settings to log on to the required Central Management System (CMS). 1. On the Live Office menu, click Options. 2. On the "Options" dialog box, click the BI platform tab. 3. Type the information for the new CMS in the System and Web Services URL fields. For example, if the Web Intelligence document you want to insert is on a CMS called businessobjects01, you must type the following text in the Web Services URL field: Upgrading content from previous versions This version of Live Office is compatible with the earlier versions and allows you to upgrade content to the current Live Office version To upgrade content from previous versions of Live Office 13

14 Getting Started with Live Office 1. Open the Microsoft Office document that contains content created by a previous version of Live Office. 2. Click Refresh All and if necessary, log on to SAP BusinessObjects Business Intelligence platform. You are prompted to upgrade. 3. Click OK to convert the document to the current version of Live Office. 2.4 Live Office toolbar In Microsoft Office 2003 applications, the SAP BusinessObjects Live Office toolbar is available in Microsoft Excel, PowerPoint, Word, and Outlook. In Outlook, it provides quick access to some of the most common commands for creating and modifying Live Office objects in these programs, as well as running queries in the SAP BusinessObjects Business Intelligence platform repository. The toolbar contains the following buttons: Button Description Insert Crystal Reports Content For more information about the objects that you can insert, see Inserting Crystal Reports content. Insert Web Intelligence Content For more information about the options you can use, see Inserting Web Intelligence content. Insert Universe Query For information about the options that you can use, see Inserting queries. Open from Repository Opens the Microsoft Office documents (Excel, Word, or PowerPoint) from the Repository Explorer and allows you to select published documents, Crystal reports or Web Intelligence documents for insertion. See To view published documents. 14

15 Getting Started with Live Office Button Description Save to Repository For information about the options that you can use, see Publishing files to SAP BusinessObjects Business Intelligence platform. Save As New to Repository For information about the options that you can use, see Publishing files to SAP BusinessObjects Business Intelligence platform. Refresh All Objects Updates the data of all objects in the document against their source reports. Open Properties For All Objects Opens the Object Properties dialog box so you can set object properties. Open Options Opens the "Options" dialog box so you can configure settings for Live Office. Go to Object Allows you to navigate to any Live Office object in the document. Explore Excel Selection Uploads the current selection in Microsoft Excel to SAP BusinessObjects Explorer so you can explore the data further. Explore Excel Sheet Uploads the current Excel spreadsheet to SAP BusinessObjects Explorer so you can explore the data further. Help Displays the Online Help for Live Office. 15

16 Getting Started with Live Office To hide or show the Live Office toolbar Right-click any toolbar and select SAP BusinessObjects Live Office. You can also show or hide the toolbar by navigating to View > Toolbars. The toolbar appears or disappears. 2.5 Live Office ribbon menu In Microsoft Office 2007 applications, the SAP BusinessObjects Live Office ribbon menu is available to help you create and modify reports or run queries to answer your business questions. The toolbar contains the following buttons: Button Description Insert Crystal Reports Content For more information about the objects that you can insert, see Inserting Crystal Reports content. Insert Web Intelligence Content For more information about the options you can use, see Inserting Web Intelligence content. Insert Universe Query For information about the options that you can use, see Inserting queries. Go to Object Allows you to navigate to any Live Office object in the document. Modify Object Modify the object by inserting or deleting rows and columns, deleting the object or adding more data from the same report source. 16

17 Getting Started with Live Office Button Description Refresh Object Updates the data for the selected object against the source reports. Refresh All Objects Updates the data of all objects in the document against their source reports. Send the current selection to SAP BusinessObjects Explorer Uploads the current selection in Microsoft Excel to SAP BusinessObjects Explorer so you can explore the data further. Send the current sheet to SAP BusinessObjects Explorer Uploads the current Excel spreadsheet to SAP BusinessObjects Explorer so you can explore the data further. Create Snapshot Saves a static version of the document to preserve the current Live Office data. Save to Repository For information about the options that you can use, see Publishing files to SAP BusinessObjects Business Intelligence platform. Save as New to Repository For information about the options that you can use, see Publishing files to SAP BusinessObjects Business Intelligence platform. Open from Repository Opens the Repository Explorer and allows you to select published documents, Crystal reports or Web Intelligence documents for insertion. See To view published documents. Object Properties Opens the "Live Office Object Properties" dialog box so you can set object properties. 17

18 Getting Started with Live Office Button Description Refresh All Objects Updates the data of all objects in the document against their source reports. For more information, see Refreshing data used in objects. Application Options Opens the "Options" dialog box so you can configure settings for Live Office. View Object in Browser Help Displays the Online Help for Live Office. About Live Office 2.6 Live Office Panel In Microsoft Outlook, Live Office helps improve productivity by collecting, organizing, and processing previous user behavior and building a network of relationships between content, business activity, people, and documents. Based on this network, Live Office can suggest relevant content whenever the user opens or composes an message. Users manage the network of relationships and see suggested content through the Live Office Panel. The Live Office Panel is not available in Microsoft Word, Microsoft Excel, or Microsoft PowerPoint. The Live Office Panel allows users to search the SAP BusinessObjects Business Intelligence platform repository and insert documents into messages. In addition, on the Live Office Panel, users can add documents to a favorites list for easy future access, associate documents with messages to build the relationship network within Live Office, and view a list of suggested documents that are based on the existing relationship network. When an message is open in Microsoft Outlook, the Live Office Panel appears to the right of the message window. 18

19 Getting Started with Live Office You can configure the Live Office options so the Live Office Panel does not appear automatically when you open a message. If the Live Office Panel is not visible when an message window is open, you can open the panel from the Live Office menu by clicking Show/Hide Live Office Panel. Related Topics Using the Live Office Panel To show or hide the Live Office Panel By default, when you open or compose an message, the Live Office Panel appears to the right of the message window. If you hide the panel, Live Office retains that setting for all messages until you choose to show the panel again. If you hide the Live Office Panel, you can set the Live Office Panel options to still display the panel or display a message when you open an message that contains associated or suggested objects. For more information, see To set Live Office Panel options. 1. If the Live Office Panel is visible, do one of the following to hide it: In the "Live Office Panel" heading bar, click the Close Window button. In the Live Office menu, click Show/Hide Live Office Panel. 2. If the Live Office Panel is hidden, in the Live Office menu, click Show/Hide Live Office Panel. 2.7 Live Office shortcut menu For added convenience, Live Office provides a shortcut menu for working with Live Office objects. When you right-click a Live Office object in a Microsoft Office document, the shortcut menu opens. To perform a task in the list, click any available item. When you set up Live Office, you can configure the shortcut menu to show only the Live Office options, to show both Live Office options and Microsoft options, or to show only Microsoft options and exclude the Live Office options. For more information about configuring the shortcut menu, see To set General options. 2.8 Setting Live Office Options 19

20 Getting Started with Live Office You can set several options that control how Live Office connects to SAP BusinessObjects Business Intelligence platform and how Live Office looks and works in each Microsoft Office application. For Microsoft Outlook, you can also configure the options for Live Office Panel. When you set Live Office options, those settings apply only to the Microsoft application you are currently using. This behavior allows you to set different Live Office options for Word, Excel, PowerPoint, and Outlook. The "Options" dialog box has four tabs: General to set general options for the shortcut menus, refresh options, and prompts and messages. View to set options for how Live Office objects are formatted in the Microsoft application. Panel to set options for the Live Office Panel in Microsoft Outlook. BI platform to set connection options with SAP BusinessObjects Business Intelligence platform To set General options 1. Open the Microsoft Office product you want to set the Live Office options for. 2. Click Live Office > Application Options. 3. In the Options dialog box, click the General tab and set the following options: Option "Shortcut Menu" Prompt before overwriting Live Office cells Refresh Live Office object when binding cell changes Refresh Live Office object on document open Description The shortcut menu appears when you right-click a Live Office object in a Microsoft Office document. Select an option to set how the shortcut menu appears in the Office product: Replace <application> menu the application (Word, Excel, PowerPoint) options are not available on the shortcut menu. Add to <application> menu Both the application options and Live Office options are available on the shortcut menu. Use <application> menu only Live Office options are not available on the shortcut menu. If a cell in Microsoft Excel contains Live Office data, when you try to enter other data in the cell, a warning appears. When a Live Office object in a Microsoft Excel document is bound to a cell and the cell binding changes, the object is automatically refreshed and updated. When a Microsoft Office document is opened, Live Office objects inserted in the document are refreshed and updated with the current data in BI platform. 20

21 Getting Started with Live Office Option Copy and paste with Live Office connectivity Description If you select this option, when a Live Office object is copied to a Microsoft Office application, the server connectivity is maintained. If you plan to distribute documents with embedded Live Office objects and are concerned about data access and security, you can disconnect the BI platform connectivity to objects embedded in Office applications. To disconnect copied objects from the data in the BI platform, deselect this option. Caution: When objects are disconnected, they are unable to establish a connection through Live Office and the information in the object is not updated. Update formulas to include/exclude cells when refreshing If you select this option, the Live Office object will update formulas automatically when cells are added or removed. Deselect this option to preserve the original formula and values. "Message Box" Click Restore Defaults to enable all warning messages that you disabled by selecting Do not show me this message again on the error message dialog box To set View options 1. Open the Microsoft Office application. 2. Click Live Office > Application Options. 3. In the Options dialog box, click the View tab and set the following options: 21

22 Getting Started with Live Office Option Insert report part with report format Show filters as comments Alert the user when a potentially time consuming operation occurs Description Select this option to include the report format settings (font, color, and so on) when report data is inserted into your office document. If this option is not selected, only the report data is inserted. When Crystal Reports Field objects in Microsoft Excel have filters, select this option to show the filters as comments in the column heading for the field. When this option is selected, a warning dialog box opens in Microsoft Word and Outlook to inform users when a large or time consuming operation has been selected. Users are also given the option to reduce the performance impact by limiting the amount of data retrieved for the operation. If you select this option, you can set the number of cells that an operation must affect to trigger this dialog box. "Default cell values" "Column heading" Set the default error messages and strings that appear in the cells of your document when there is no available data. Enter a default value in the following fields: No Data: enter the value to use when the cell has no data. The default is blank. Data Error: enter the value to use when the cell data contains an error. The default is: #DataError Concealed Data: enter the value to use when the cell data is hidden. The default is: #Concealed Select one of the following options to specify the information that appears in column headings for inserted objects: Field Name Field Description Both To set BI platform options 1. Open the Microsoft Office product you want to set the Live Office options for. 2. Click Live Office > Application Options. 3. In the Options dialog box, click the BI platform tab and set the following options: 22

23 Getting Started with Live Office Option Use specified logon criteria Username Password Web Services URL System Authentication Enable Windows Active Directory Single Sign On Description Select this option to allow automatic logon to the specified location. Type the username to be used for logging on to the repository. Type the password to use for logging on to the repository. Type the web address for the web services server that will access the repository. Use the following format: Where localhost is the system name, port is the port number, and webappname is the name of the web application as configured for the web service. Type the name of the system or local host. The authentication method used by the web service. When you type the Web Services URL, the options available on the specified server are added to the list. If Single Sign-On (SSO) is configured on the BI platform, select this option to allow SSO for Live Office. If SSO is enabled, when users request report data, Live Office uses their BI platform logon credentials to access the data source rather than requiring another logon. 23

24 Getting Started with Live Office Option Specify URL for sending data to SAP BusinessObjects Explorer Description If SAP BusinessObjects Explorer is deployed on a different system than the BI platform, select this option to specify the web address for sending Live Office data to SAP BusinessObjects Explorer. Use the following format: plorer Where localhost is the system name and port is the port number. Specify OpenDocument URL for viewing object in web browser The OpenDocument URL provides a standard way of opening documents and reports that have been published to the BI platform. To view objects in a web browser, specify the OpenDocument URL defined in the BI platform. If your system uses a reverse proxy, specify the reverse proxy URL. For example, er:reverseproxyserverport/proxiedlaunch pad/opendoc/opendocument.jsp Where ReverseProxyServer is the reverse proxy server, ReverseProxyServerPort is the reverse proxy listen port, and Proxiedlaunchpad is the virtual path for BI launch pad. Select preferred viewing locale The viewing locale setting affects the display format for date, time, and number type data for Live Office objects. The viewing locale setting is not available on Crystal Reports field objects To set Live Office Panel options 1. Open Microsoft Outlook. 2. Click Live Office > Options. 3. In the Options dialog box, click the Panel tab and set the following options: 24

25 Getting Started with Live Office Option "Association" "Search" "Notification" Import user data into Live Office Panel Description Enter the number of days that associations between objects and messages should be retained. Click Remove to delete associations older than the specified number of days. Sets the number of items that appear in a single page of the search results panel. If the Live Office Panel is closed when you select an message that has inserted, associated, or suggested Live Office objects, the software can provide a notification. To enable notifications, select one or both of the following options: In the message window, open Live Office Panel: if you select this option, the Live Office Panel is displayed when an that has Live Office content is opened in a separate window. In the message list and Reading Pane, display a Desktop Alert: if you select this option, a desktop alert appears when an that has Live Office content is selected in the message list. If you previously exported your Live Office data including favorites and associations, you can import it into the Live Office Panel. Importing user data replaces the current Live Office user data. Existing associations not in the imported file and imported associations for messages not in the current inbox are lost. The Live Office favorites are merged, but conflicting items are overwritten with the imported data. Export user data from Live Office Panel You can export your Live Office user data including favorites and associations as a backup. If you need to reinstall or revert your data to an earlier version, you can import the exported user data using the Import button. 25

26 Getting Started with Live Office 26

27 Working with SAP Crystal Reports Content Working with SAP Crystal Reports Content With Live Office, you can leverage the power, convenience, and reliability of SAP Crystal Reports functionality from within the Microsoft Office applications you use everyday to make better business decisions. With point and click ease, you can easily monitor regional sales trends or analyze quarterly sales figures from within Microsoft Office Excel, Word, Outlook, or PowerPoint, and share that analysis with your colleagues for improved decision making. With Live Office, you have the comfort of knowing that the data you are accessing to make business decisions is reliable, up-to-date, and easily refreshed on demand from the database. Data accuracy is no longer a concern. With the Live Office Insert Wizard, you can insert Crystal Reports report parts or fields into your Microsoft Office documents. In this release, Live Office does not support SAP Crystal Reports for Enterprise Inserting Crystal Reports content Crystal Reports content can be added from the Live Office menu or from the Live Office toolbar. Both methods start the Live Office Insert Wizard, which guides you through choosing a report, selecting Crystal Reports data objects, and inserting those objects into your Microsoft Excel, PowerPoint, Outlook or Word applications as Live Office objects To start the Live Office Insert Wizard 1. Open a Microsoft Office document and place your cursor where you want to insert the Live Office object. 2. Click Live Office > Insert > Crystal Reports content in a Microsoft Office 2003 application or Live Office > Crystal Reports in a Microsoft Office 2007 application. The "Live Office Insert Wizard" opens to guide you through the process of inserting a Crystal Reports object. If you have not already logged on to SAP BusinessObjects Business Intelligence platform, you are prompted to do so. 27

28 Working with SAP Crystal Reports Content Related Topics To log on to SAP BusinessObjects Business Intelligence platform Insert Wizard: Choose Document The "Choose Document" page displays the SAP BusinessObjects Business Intelligence platform repository so you can navigate to the report you want to use. It displays all Crystal reports that you can access, including reports contained within publications. To insert a report instance into Live Office, the instance must be stored in the BI platform repository. Instances sent directly to a BI Inbox are not stored in the repository and cannot be inserted into Live Office. Tip: You can also use the search functionality to search by title, keywords, content or all fields to locate a specific report quickly. If you are importing content to an in Microsoft Outlook, the search dialog defaults to a content search based on the subject line of your . If you select a secured report that requires a database logon, you are prompted to enter your database logon credentials. See Accessing secured databases To locate documents in the repository 1. On the "Choose Document" page of the Live Office Insert Wizard, do any of the following to navigate to the file you want use: To change the tree view to a list of folders, click the Show Folders button ( ). To change the tree view to a list of categories, click the Show Categories button ( ). To view reports contained within a publication, in the folder list, double-click the publication instance. To update the list of objects available from the repository, click the Refresh button ( ). To search for a specific report, in the toolbar, select the field you want to search in the field list, enter the term you want to search for in the search box, and click the Search button. To sort the list of available reports in the search results, click the column heading you want to sort on. To view a list of suggested reports in Microsoft Outlook, expand the Suggestions folder. Tip: The items included in the Suggestions folder are based on the subject entered for the message. 28

29 Working with SAP Crystal Reports Content To find a report you recently created or modified in Live Office, expand the Recent folder. 2. Select a report and click Next. If the selected report contains parameters, the "Specify Parameter Values" page opens. Otherwise, the "Choose Data" page opens Insert Wizard: Specify Parameter Values The "Specify Parameter Values" page opens when the selected report contains parameters. The "Specify Parameter Values" page allows you to specify the parameters to use for the report. The parameters defined for a report may be mandatory or optional. For mandatory parameters, you must define values before continuing. Optional parameter values can be defined later. Parameters can be used to populate dynamic picklists. For example, an Activities by Location report object that a sales manager uses to monitor regional sales activity, could have one parameter called Select Region with a value list containing East and West. After you insert the report as a Live Office object, you can bind the list of parameter values to particular cells in your Microsoft Office Excel spreadsheet for easy updating. For information about parameter binding and modifying parameter values, see Modifying prompt and parameter settings To specify parameter values 1. On the "Specify Parameter Values" page, for each defined parameter, specify the parameter value. You can choose not to specify values for optional parameters. 2. Click Next. The "Choose Data" page opens Insert Wizard: Choose Data The "Choose Data" page in the Live Office Insert Wizard allows you to select the parts or fields of the report to include in the Live Office object. To switch between the parts view and the fields view, click the Switch to Fields and Switch to Parts buttons. 29

30 Working with SAP Crystal Reports Content Related Topics To select parts as your data set To select fields as your data set To select parts as your data set 1. On the "Choose Data" page, if the fields view is selected, click the Switch to Parts button. 2. To modify the parameter values of a report with interactive parameters, click the Toggle Parameter Panel button ( ). The report parameters are listed in this pane, along with the values that you have specified for each parameter. To add a parameter value, click the blank parameter value area beneath the parameter name and type a value. If you specify invalid parameter values, such as blank values, a warning icon appears for the parameter and you cannot update the report. You must specify a proper value or delete the value. To change a parameter value, click the value beneath the parameter name and type a new value. Some values can be changed only from the "Enter Parameter Values" dialog box. To choose parameter values from the "Enter Parameter Values" dialog box, select the parameter and click the Show the Advanced dialog box icon. This dialog box shows more options for some parameters. Specify the values and click Ok. To remove a parameter value, select the value and click Delete. To update the report based on the new parameter values, click Apply. 3. Locate the data that you want to include in the report. If the report has multiple pages, you can use the navigation arrows to view different pages. To find specific content in the report, you can search for text by clicking the Find Text button ( ). The search function finds text on the report page that you are currently viewing. To view a pane that lists the groups of data in the report, click the Toggle Group Tree button ( ). You can click the groups to highlight the data in the report. 4. In document viewer, click the report parts or objects that you want to insert. To select multiple objects, drag a box around the objects or hold CTRL as you select the objects. You can also use ALT + Click to select an entire column of data. To copy the current selection as static content, click the Copy button ( ). You can paste the content to your Office document when you finish working with the Live Office Insert Wizard. 30

31 Working with SAP Crystal Reports Content 5. Click Next. The "Summary" page opens To select fields as your data set 1. On the "Choose Data" page, if the Parts view is selected, click the Switch to Fields button. 2. In the "Available Fields" list, click a field that you want to include in the Report object, and then click the right arrow (>) to move it to the "Selected Fields" list. 3. Use the up and down arrows to the right of the "Available Fields" list to change the order of the included fields, as required. 4. Click Next. The "Set Filters" page opens Insert Wizard: Set Filters If you inserted your data as fields, the "Set Filters" page opens in the Live Office Insert Wizard so you can apply filters to the fields included in the Live Office object to restrict the amount of data in your report. Filters restrict the data in your report, even if the fields do not appear in your document. In Microsoft PowerPoint, the Live Office object can show only 50 rows and 50 columns of data. If you insert a Report View that contains more data than this, the data will be truncated. You can reduce the number of fields shown in the report object or add filters to reduce the data to fewer than 50 rows and columns To filter the data 1. On the Set Filters page, select the field that you want to filter. 2. Select an operator from the Operator list. If you want to include or exclude null values, you can use the is null or is not null operators in combination with other operators. The is not equal to operator also filters out null values. Live Office cannot retrieve the calculated values from the underlying database. 3. If one or more Value fields appear after you select the operator, specify the appropriate values for the filter. 31

32 Working with SAP Crystal Reports Content The filter is configured. 4. To configure more filters, repeat the previous steps. You can configure multiple filters for each field. To remove a filter, select it and click Remove Filter. 5. Click Next. The "Summary" page opens Insert Wizard: Summary The "Summary" page in the Live Office Insert Wizard shows the object name, number of objects selected, and the path to the objects. If desired, you can enter a different name for the Live Office object. To finish the process and insert the object, click Finish. 3.2 Adding more report parts from the same data source You can quickly add additional report parts from the same data source into your Microsoft Office document. The information in this section does not apply to Live Office objects embedded in a received Select the source Live Office object. 2. Click Live Office > Modify Object > New Object from Same Report. The "Insert from Same Source" dialog box opens. Like the "Choose Data" page of the Live Office Insert Wizard, this dialog box allows you to select report parts to insert. 3. In the Microsoft Office application, place the cursor where you want to insert the content. 4. Select the additional report parts and click Insert. 5. Repeat steps 3 and 4 as necessary to add more report parts to your document. 6. Click Close. Related Topics To select parts as your data set 32

33 Working with SAP Crystal Reports Content 3.3 Modifying Crystal Reports content There are many features in SAP BusinessObjects Live Office that allow you to easily modify your existing Crystal Reports objects. Related Topics Modifying Live Office object properties Adding custom content to Live Office objects Live Office objects inserted as tables are comprised of rows and columns. You can insert rows or columns to add custom content to the object. The custom content is retained when the object's data is refreshed. 1. Go to the Live Office object. 2. Select the cell adjacent to where you want to insert a column or row. When you add rows, they are inserted above the selected cell. Columns are inserted to the left of the selected cell. 3. Right-click, point to Live Office, and click Insert Row or Insert Column. 4. Repeat until you have inserted the desired number of rows or columns. To remove a row or column of custom content, select a cell in the row or column. Right-click, point to Live Office, and click Remove Row or Remove Column Modifying fields You can add or remove fields from a report object that is based on a Crystal Reports document or document instance. This function does not apply to report parts. 33

34 Working with SAP Crystal Reports Content To add or remove fields 1. Click a cell in the Live Office object. 2. Click Live Office > Modify Object > Add/Remove Fields. 3. On the "Choose Data" dialog box, do any of the following: To add a field, in the "Available Fields" list, click the field and move it to the "Selected Fields" list. To remove a field, in the "Selected fields" list, click the field and move it to the "Available Fields" list. To change the order of the fields, in the "Selected fields" list, select the field and use the up and down arrows to move it within the list. 4. Click OK. Related Topics To select fields as your data set Modifying filters You can add, modify, and remove filters from your document. You can apply filters to any field, except calculated fields in the source Crystal Report document, even if the field is not displayed To add or modify a filter 1. Click any cell in the report that you want to modify. 2. Click Live Office > Modify Object > Filter Settings > Add/Modify. 3. On the "Set Filters" page, add, remove, or modify the filters for the report as necessary. If you format individual cells in a report object and then change the filters, the formatted cells may disappear. 4. Click OK to apply the changes. Related Topics To filter the data 34

35 Working with SAP Crystal Reports Content To remove a filter 1. Select a cell in your document that contains the filter you want to remove. 2. Click Live Office > Modify > Filter Settings > Add/Modify. 3. On the "Filter Settings" page, select the filter that you want to delete. 4. Click Remove Filter, and click OK Choosing specific field values as filter settings To narrow the data included in a report, you can focus on or filter out a particular set of field values. For example, if your report data contains information for a range of bicycles, you might have three fields containing the following information: Size, Color, and Price. The bicycles might come in four colors: red, black, blue, and green. To display the size and price for the black bicycles only, you can use the "Focus On Value filter" setting for the color field to return only that information. Alternatively, you can use the "Exclude Value" to exclude specific values To focus on a field value 1. Click the cell that contains the field value you want to include as a filter. 2. Click Live Office > Modify Object > Filter Settings > Focus On Value. The report includes only data pertaining to the selected filter value To exclude a field value 1. Click the cell that contains the value you want to exclude. 2. Click Live Office > Modify Object > Filter Settings > Exclude Value. Rows for that field that contain the selected value are removed from the report. To restore the default view, remove the filter. Related Topics To remove a filter 35