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Development tips to build user-friendly planning layouts and reports with SAP BusinessObjects Planning and Consolidation

by The Tip Doctor

July 26, 2010

 

Tip Doctor, Insider Learning Network


SAP BusinessObjects Planning and Consolidation offers techniques enabling planners to build highly usable planning layouts and reports in an efficient manner. However, taking advantage of the wide range of formatting features in Excel-based EvDRE (the SAP BusinessObjects Planning and Consolidation reporting function) can be tricky, as some of the concepts are not entirely intuitive. So, while it’s encouraged to adopt SAP BusinessObjects Planning and Consolidation Excel functions early in the project, it’s just as important to keep the below list of development tips handy to ensure optimal performance.

Use of multiple EvDRE functions in a worksheet

     - Better performance (faster retrieval)

     - Avoid overlapping ranges. The last executed EvDRE could overwrite the data of the previously executed EvDRE functions.

     - Limit the number of rows and columns. It is recommended to use no more than (1 x 2) when you have multiple EvDREs in one report.

     - Consider network bandwidth (Global Planning Scenario). Doing a quick performance bandwidth test helps.

     - Don’t use multiple EvDREs to retrieve large amounts of similar data. Instead, use a worksheet for the data dump; Use Excel formulas to segregate the data among different tabs

EvDRE templates

     - Reuse EvDRE templates to ensure consistency and reduce development effort

Avoid EvDRE for simple calculations such as summation

     - You can perform those easily by using Excel formulas in PageKeyRange

Custom expansions in workbook

     - Dynamic or selective expansions

     - Use of “|” delimiter and IF statements

Formatting

          - EvDRE option supersedes the formatting and other workbook options because it is more specific to the data range

Identify a function’s parameters and meaning

 

This tip is from the session “Tips and techniques to build user-friendly planning layouts and reports with SAP BusinessObjects Planning and Consolidation," from SAP NetWeaver/BI and Portals 2010.

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