BO Analysis standard workbook

Question

Hi all,
we are migrating some BEx workbooks to BO Analysis for office 1.4. As for our first try it worked really good in our opinion. We just have some question regarding the "got to" functionality and standard workbooks.
We created a standard workbook which we used as template for all our BEx reports. After migration we still have all the template look and feel but we want to use that created standard workbook for all our Analysis reports also when we use the "go to"/ "report to report interface" function.
For example:
The user will open a report workbook saved within the BW repository. For further analysis he/she wants to "drill down" to another query. With right click onto the table and selecting the "Go to" functionality the desired query is available as we configured all that within the query designer and the BW. By selecting the query, a new workbook opens without any layout or standard workbook look&feel. Just a new workbook with standard excel layout opens and the query result is entered from cell A1 to xyz.
We would love to have that report opened with a standard look and feel but can not find any way for this. Therefore we would need a template or standard workbook functionality so that every Analysis reports which will open, will have that basis template look&feel.
Could anyone provide help for that issue or is this not available in the Analysis version 1.4?
Many thanks in advance and just the best,
Katja

Answer 1

Hi folks,
I am customizing a bunch on customer workbooks for my customers in the way you are looking for.
What you need is a mixture between Workbook settings, styles and the default settings being distributed within your installation.
Bad side of AO (currently..hope it will be fixed soon) is, you cannot grab the default workbook from within BW, it has to be stored in a shared network folder.
I am currently writing an article about it ( in detail) but here's the quick version .
Open a blank sheet in AO and define all Excel rellevant settings like e.g. Orientation (landscape, portrait etc) as well as your desired footers headers...
     So everything that you may see in your template that is NOT SAP or BO defined:)
2. select any desired cell for the top left corner of your crosstab and insert any query (just placeholder)
3. use styles ( AO styles or selfmade styles (should be the default style)) to format your crosstab results like totals, conditions etc.
In case you redefine colors for standars (SAP styles) save your settings as new style e.g. MY_STYLE and deine it as default style
4. Save that workbook ( remove crosstab result data for confidential reaons from display before) to your desired network path (that can be reached by all AO users
5. Goto settings and define this workbook as the standard default workbook by selecting the just (bullet 4) saved workbook.
Now... last and least
Your self defined styles will be saved underneath the following path as shown in picture
the settings for the default workbook will be stored at Appdata Roaming as well (shown below)
Information is being stored in the xml file.
ALternatively, you may pre-configure all settings (styles as well as default workbook via registry
The structure of keys in registry and name of folder in AppData as well as STring value and xml file name is identical ( see pics)
Hope that help my helo you to brighten your day
Joerg Boeke
BIAnalyst GmbH