The built-in analytics is one strength of SAP Business ByDesign. For your daily work, there is another great feature: The Excel Add-In. One functionality of it is reporting.
Nevertheless, there might be some confusion about accessing reports and report types. I'd like to share some insight into this miracle.
First of all, there is one capability that has nothing to do with the Excel Add-In, but does open them in Excel, like a print out. In case you need a static representation of a report you have opened - just click on Download - Report in Microsoft Excel® in XML Format.
The report will open in Excel, and you will be able to format or add calculations.
A more interactive representation is either to use a report in Excel via Add-In. In the report view of each work center, you first select the report and then View With > Microsoft Excel. Important: The Excel Add-In should already be installed on your machine.
Alternatives to access reports that are also available as browser-based ones are those:
In all these cases, your personally defined views and selections will be available in both - the browser and Excel.
Also more comprehensive representations, such as whole workbooks, can be used with the add-in. There are three types of workbooks.
Your personal workbooks will appear in the report list of the home work center. You might have already discovered it, but there is an additional button:
A Workbook is another great way to use ByDesign's Analytics. You can either store it in the solution, on your hard disk or sent via e-mail. The recipient is either able to see the data you have derived or is able to refresh - in case he has sufficiant access rights.
You can open workbooks either from the Work Center Home (there also your personal ones) or from the report lists of other work centers (public workbooks). When you are already in Excel, the SAP Business BYdesign ribbon will give you a button Open.
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