Roles in the workbook

Hi,
When we open workbook or query from Roles in BW / Business Explorer, by default the structure is expanded. This is not user friendly at all. Is it possible to change some settings that all folders are collapsed by default?

hello,
try to collapse the folders in the menu tab in the pfcg for respective roles.
Also,
In the menu tab ,you should be able to move your querys up and down exactly in the sequence you want them to be.
Reagrds,
Dhanya

Similar Messages

Date Customer Exit in the query is not reflecting in the workbook

Hello.
We have a BI 7.0 Query where we have a restriction for req del date and billing date to show the month of current date - 2.
We have written 2 customer exit variables and we have restricted the same. The query is working well.
For Broadcasting, we have created a workbook for this query and saved it under a role.
The workbook is fine running for the current month., But if the month changes to the next, the workbook is not reflecting the same.
Still only Old dates are available in the workbook.
Please let me know if i am doing any mistake

Hi Karthik,
If the customer exit variable is of type i_step = 1, ie if it is a manual entry variable as well, then this will not get updated based on teh month of execution.
Kindly check the article below for info.
http://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/com.sap.km.cm.docs/library/enterprise-data-warehousing/how%20to%20update%20variable%20values%20in%20broadcast%20settings%20dynamically.pdf
Regards.
Shafi.

Other user can not see the data from the workbook

Hi Friends,
I created a workbook with some worksheets in a Business area. The owner of the workbook has no problem to view all the worksheets and get all the data returned.. I granted all the neccessary privileges to other users ,they could see the workbook, but no data returnd for the query results. Tried refresh the worksheet, same no data retrieved.Checked the SQL inspector and the plan, it showed the correct paths and execution plan without any errors there. The same query run in SQL plus by other users returned data correctly.
By the way, I had a summary folder in the workbook. During the troubleshooting, I dropped this summary folder, still the same no data return for other users.
Any body happen to know the cause or has some ideas on this issue?
The discoverer administrator verson is 9.0.4.00 and the PLUS /Viewer is 9.04.45.02.
Thank you very much,
J.K

Hi All
The scheduling of reports, as you have probably noticed, requires that the scheduling privilege within Discoverer Administrator tool be granted to the user NOT to a role. Scheduling will not work if you attempt this. The reason for this is that these two SYS grants must go to a user:
GRANT SELECT ON SYS.V_$PARAMETER
GRANT EXECUTE ON SYS.DBMS_JOB
The user will also need to have these grants:
CREATE PROCEDURE,
CREATE TABLE,
CREATE VIEW,
EXECUTE ANY PROCEDURE,
UNLIMITED TABLESPACE on user's tablespace
My new Discoverer 10g Handbook, which I would recommend to anyone working with Discoverer, explains scheduling in detail and even tells you how the tables and views that are used to store the results work. You won't find this information anywhere else, as you will see if you read some of the five reviews that have been left on Amazon.com. For more information about the book please look here:
http://learndiscoverer.com/books/books.htm
The PUBLIC grants are not having any impact. All these do is ensure that ALL users have the same basic privileges. You can just as easily grant these to any role of your choosing and it will work just fine.
By the way, because the PUBLIC role is the MINIMUM privileges that a user can have you might want to consider reducing the end user Discoverer privileges afforded to PUBLIC. By default, all users can Create and Edit workbooks, share workbooks, save workbooks and so on. This is far too rich a set of privileges for the basic user, who in most cases will be a VIEWER user. Whenever I create a new EUL I always recommend that my client reduces the PUBLIC user's privileges and then create new roles for more advanced VIEWER and PLUS users, adding privileges as required.
Thus, my basic VIEWER, aka PUBLIC, has only these privileges:
Collect Query Statistics
Item Drill
Drill Out
My advanced VIEWER has this additional privilege:
Save Workbooks to Database
My basic PLUS user has all of the above, plus these (pardon the pun):
Create/Edit Query
Create Link
and my advanced PLUS users get everything, which means they now get these as well:
Grant Workbook
Schedule Workbooks
I also remove the Save / Save As Actions link from Viewer which prevents the basic VIEWER users from knowing that it is there. In essence, because these users no longer can click the Save link and because they do not have the Save to Database privilege, they will not be prompted to save within Viewer no matter what they do. This now makes 10.1.2 Viewer work the same way as previous versions.
Even though the Save link is not there, my advanced Viewer users will be prompted to save if they have made any changes. This therefore allows you to have two classes of Viewer, one who can save and one that cannot.
I hope this helps
Regards
Micahael Armstrong-Smith

How can we edit the workbook

hi
how can we edit the workbook means i am having a workbook with some queries, i want to change the name of the workbook how we do this?
Can any one provide me the solution
Thanks in Advance.

Hi,
In our case, even though i change the name of the workbook using 'Change title' that is not reflected in the workbook if it is in a role. so, in that case, goto pfcg - enter the name of the role -> menu tab -> change the workbook name for the workbook of your choice.
Thanks

Unable to find the workbook on server after applied Package 13 NW2004S

Dear guys,
Yesterday we applied NW2004S Package13, and today we found that for user without SAPALL authorization, they got "Unable to find the workbook on server" when accessing workbook in roles. But for user with SAPALL, the workbooks still work fine.
I searched the forum and found similar problems for users migrated from 3.x to 7.0. However, ours is 7.0 and is not migrated.
The bex version:
BI AddOn 7.x(based on 6.40), SupportPackage 14, Patch3, Revision811
Pls help. sorry for having no points to assign since I am new here...:)

Hi,
on thing I noticed... SP 13 is not that stable...
Hint: ask your technical guys to implement support pack 14... I think your problem will be solved then... because you say you only have this problem since you upgraded...
Ciao
Joke

How to restrict end user from modifying/saving the workbook?

<Moderator Message: As you deleted my comment in this thread by editing it again, I am locking it now>
Hi,
We have created few workbooks. The requirement is that the end user should not be able to modify or save the workbook. We tried using S_RS_Tools authorization object with "themes" in the Command ID. But this does not seem to solve our problem. Please suggest whether it is possible to enter any other value in this field to restrict access to the end user.
We also tried including the following authorization objects with the corresponding values :
1.S_GUI with the value Activity=60(import)
2.S_USER_AGR with Activity = 03 and * in Role.
3.S_BDS_DS with Activity = 03(display) and 30 ; Class Type = OT.
4. S_USER_TCD with tcode = RRMX.
But still the end user is able to modify the workbooks. (The end user must not be able to make changes to settings of any of the buttons in the design mode, must not be able to save the workbook).
Please suggest the corrections required. Also kindly suggest if there are any other ways to resolve this issue <removed by moderator>.
Your help is appreciated.
Thanks.
Edited by: Siegfried Szameitat on Nov 26, 2008 12:55 PM
Edited by: suresh naidu on Nov 26, 2008 1:19 PM
Edited by: Siegfried Szameitat on Nov 26, 2008 1:23 PM

Hi,
Only few people have authorization to create S.O. w.r.t. quotation (as in our case, sales ppl create quotation and Finance ppl create S.0., with reference to Quotation Only - T.Code: VTAA).
Others have only authorization to View/ Display, VA03.
Consult your Basis-Admin, he will create appropriate role & assign T. Code: va03 for list of user, provided by you.
Best Regards,
Amit.
Note: You can't restrict anyone with T. Code: VA02, to change qty or price in Sales order, directly.

Not able to see the workbook created

Hi all,
I have created a workbook in Dev system with my id and i am not able to view that workbook when i login with other id's apart from my id.
Is there any authorizations that needs to be maintained in order to be able to view workbooks created by other id's
And also when i transported the workbook that i have created to TST system,even there i am not able to view that workbook using any of the id's including my id.
Kindly let me know if there are any roles that needs to maintained in order to view the workbooks

Dear
Check where u have created this workbook. Is it in your favorites then no one else will able to see it.
Add this in any role and then attach that role to other users.
Also will transporting to another client transport the role including that workbook.
It will work properly.
Regds,
Sachin J

Oracle Discoverer unable to open the workbook due to insufficient Permissio

I have an error message when I try to open a workbook with some worksheet.
( It's working fine with only one Worksheet)
Any idea ?

Well here's how it's supposed to work.
Step 1: Create workbook A with 5 reports (5 worksheets)
Step 2: Go into Disco Admin and make sure each business area where the folder(s) referred to in the step 1 can be seen by each user you're sharing the workbook with (security). For example, if worksheet 1 accesses business area: GL_Stuff, then security on GL_Stuff must be with all 5 users you'll share the report with.
Step 3. Share workbook A with the 5 users (via Plus or Desktop where you created the workbook).
Step 4. All users can see and run the workbook / worksheet.
Questions:
1. I don't know what you mean in your Step 3. There's no permissions at this point. What you do is give read to ALL tables / views, etc. to the owner of the EUL. Then either the owner of the EUL (or another user who has been given admin privs) controls security to other roles via the Tools-> Security window in Admin.
2. Are you 5 worksheets based on the same business area or are they going to different business areas. No problem if going to different ones, but you must make sure security for sharing with the other users / roles is for each business area they will be using to retrieve data from the folder and therefore the underlying view / table / sql statement.
Russ

Copy role with published workbooks on it

Hi,
i have a role with 30 workbooks on it and i want to copy the role to another one and
restrict the access to just 25 workbooks, but when i copy the role the published workbooks
are not copied to the new role.
What's the best way to do this ?
thx in advance
JP

Hi,
Did you try to use Copy All option while copying the Role ?
Regards,
Gaurav

Heading is not getting displayed in the workbook

Hi,
My requirement is i need the heading of the query to be dispalyed in the workbook,
when i execute the query i do get the title of the query but when i insert the query in the workbook,i do not see the title.
could you please help me.
thanks,
apparao

Hi,
Open a query in Excel analyzer and click Save as workbook button(to save as a workbook). The query name should come as a title.
Regards,
Senthil Kumar.P

Adding users to roles in the new preview portal (new RBAC feature) does not work

When I click the Invite Users/Add button for any of the 3 roles in the new preview portal, the page doesn't load and instead, it instantly redirects to an HTTP 520 error page. Can anyone please look into this and fix it? It's been this way since last week,
which is when I checked it out but it is quite possible it has been this way for longer.

Hi,
It seems there are some issues in azure preview portal, please note this portal is in preview version, if you find some issues, please try to contact with azure experts, here is azure support channel:
http://www.windowsazure.com/en-us/support/contact/, it is a good choice for you.
Sorry for any inconvenience.
Best Regards,
Jambor
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Data Connection Library used in the workbook is not in a trusted location.

I got a requirement to display excel charts with data source as SharePoint list.
Here are the steps which I am following:
Exported SharePoint list to excel sheet and exported connection file to local drive.
Uploaded to data connection library.
Created a new excel file and consumed data from connection file which was stored in data connection library.
Published the excel sheet to document library with publish options as Chart and Pivot Table.
Able to see Excel Chart and Pivot table from the browser.
Getting Error when I try to refresh the excel sheet to get updated data from SharePoint list.
I added data connection library details to Trusted Data Connection & Trusted File locations still I am getting error. That .odc file is not in Trusted Location.
"The Data Connection File used in the workbook is not in a trusted location. The following connections
failed to refresh:"
Please help me on this and suggest if there is any other approach to fulfill this requirement.

Hi Pratik,
Thanks for your input.
I created a new document library and data connection library and tried the steps mentioned below:
Configuration
Enable Claims to Windows Token Service
The first step, check the status of the Claims to Windows Token Service on SharePoint.
Use the following instructions to check and enable the Claims to Windows Token Service.
In Central Administration, in System Settings, click Manage services on server.
Select Claims to Windows Token Service, and then click Start.
Verify the service is also running in the Services console:
In Administrative Tools, click Services.
Start the Claims to Windows Token Service if it is not running.
Create a New Secure Store Application
Create a New Secure Store Target Application and set the credential.
This credential will be used by SharePoint to access the database. The account set into this step need to have access to the database or SSAS cube/tabular databases.
Use the following instructions to create and set credential.
In Central Administration, in Application Management, click Manage service applications.
Click Secure Store Services, and then click New.
Target Application Settings:
Tagert Application ID: ExcelServicesSSS
Display Name: Excel
Service Secure Store App
Contact e-mail: [email protected]
Target Application Type: Individual
Target Application Page URL: None
Click Next.
Click Next again.
Target Application Administrators: contoso\administrator
(Type the user account that will administrate the Secure Store Application.
Click OK.
Select Target Application ID ExcelServicesSSS, and then click Set Credential.
Type Credential Owner, Windows User Name and Password.
Configure Excel Services
Add the Application Id created in the previous step to the Excel Services and configure the Trusted Data Connection Library.
Use the following instructions to add the Application ID.
In Central Administration, in Application Management, click Manage service applications.
Click Excel Services Application, and then click Global Settings.
On External Data, Application ID type ExcelServicesSSS.
Click OK.
Click Trusted Data Connection Libraries.
Click Add Trusted Data Connection Library.
Address: http://<sharepoint_site>/ (Enter
the Data Connection Address)
Click OK.
But no luck in resolving the issue. Anyhelp would be really thankful.
Please clarify whether can we pull data from sharepoint list to excel services to display charts?
Regards,
N.Srinivas

Data Refresh Error: We cannot locate a server to load the workbook Data Model.

Hello,
Recently I have developed a PowerBI Report using Excel Workbook with external data source. It refreshes successfully for some days and then starts throwing error on every scheduled refresh as "We cannot locate a server to load the workbook Data
Model."
The workaround solution is to restart the application server which has SQL Server Power Pivot Services Installed which will again work for some more days and again start throwing error.
So, I am looking for permanent fix for it.
Following are additional details about our SP Farm:
No. of front end servers: 2, Application servers:2, DB servers 2 with windows fail over cluster.
PowerPivot Server is installed and configured from App 2 server.
Error Log from event viewer:
Unable to load custom data source provider type: Microsoft.PerformancePoint.Scorecards.DataSourceProviders.AdomdDataSourceProvider, Microsoft.PerformancePoint.Scorecards.DataSourceProviders.Standard, Version=15.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c
System.IO.FileNotFoundException: Could not load file or assembly 'Microsoft.AnalysisServices.AdomdClient, Version=10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91' or one of its dependencies. The system cannot find the file specified.
File name: 'Microsoft.AnalysisServices.AdomdClient, Version=10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91'
at System.RuntimeTypeHandle.GetTypeByName(String name, Boolean throwOnError, Boolean ignoreCase, Boolean reflectionOnly, StackCrawlMarkHandle stackMark, IntPtr pPrivHostBinder, Boolean loadTypeFromPartialName, ObjectHandleOnStack type)
at System.RuntimeTypeHandle.GetTypeByName(String name, Boolean throwOnError, Boolean ignoreCase, Boolean reflectionOnly, StackCrawlMark& stackMark, IntPtr pPrivHostBinder, Boolean loadTypeFromPartialName)
at System.Type.GetType(String typeName, Boolean throwOnError)
at Microsoft.PerformancePoint.Scorecards.Server.PmServer.InitializeCustomDataSourceProviders()
PerformancePoint Services error code 10107.
Thanks,
Ibrahim

Hi ibrahim,
Please try to do the following steps:
1. Install "1033\x64\SQLSERVER2008_ASADOMD10.msi" from
http://www.microsoft.com/en-us/download/details.aspx?id=26728
2. In the Application Management section of the Central Administration home page, click Manage service applications.
On the Manage Service Applications page, click the Excel Services service application that you want to configure.
On the Manage Excel Services page, click Data Model.Click Add Server.
In the Server Name box, type the name of the Analysis Services instance that you want to add.
3. Check the thread below:
https://social.technet.microsoft.com/Forums/en-US/ecc18319-88d8-4dd0-bafd-fa0d2edceffb/external-data-refresh-failed-we-cannot-locate-a-server-to-load-the-workbook-data-model?forum=sharepointadmin
More information:
https://timpanariuovidiu.wordpress.com/2013/02/14/71/
https://support.microsoft.com/kb/2769345?wa=wsignin1.0
Thanks,
Dennis Guo
TechNet Community Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Dennis Guo
TechNet Community Support

Excel Services 2010 Error - "The workbook cannot be opened."

I enabled Excel Services and added a Excel Web Access viewer to my page. It's just a simple spreadsheet (which incidentally works fine on my standalone development server) that displays the error "The workbook cannot be opened." when the page loads. The trusted
file locations are set up appropriately. We are using Kerberos authentication.
My event viewer showed this "Critical" event (ID: 3760):
SQL Database 'Prod_WSS_Content' on SQL Server instance 'servername' not found. Additional error information from SQL Server is included below.
Cannot open database "Prod_WSS_Content" requested by the login. The login failed. Login failed for user 'domain\user'.
In other words, the service account that ECS was running under did not have permission to the content database. So I granted the user read permission on the database. Then I got the same error and this "Error" level event in the event viewer (ID: 5617):
There is a compatibility range mismatch between the Web server and database "Prod_WSS_Content", and connections to the data have been blocked to due to this incompatibility. This can happen when a content database has not been upgraded to be within the compatibility
range of the Web server, or if the database has been upgraded to a higher level than the web server. The Web server and the database must be upgraded to the same version and build level to return to compatibility range.
This error is typically associated with 2007 to 2010 upgrades apparently, but I did a fresh 2010 installation on a pristine machine. I found a very helpful post on the subject on the MSDN blogs:http://blogs.msdn.com/b/jjameson/archive/2010/05/04/the-workbook-cannot-be-opened-error-with-sharepoint-server-2010-and-tfs-2010.aspx
I gave the ECS service account db_owner permission on the content database. I'm still getting the error "The workbook cannot be opened." I ran the PowerShell commands listed at the bottom of the post, and no change.
What's interesting now, is that nothing at all is showing up in the event
viewer. I wonder if it is because of the statement in the event log that says "connections to the data have been blocked due to this incompatibility." Is there something on the SharePoint server blocking the connection to SQL Server that needs to be reset?
Rob Wilson - MCT. MCTS, MCITP SharePoint. http://sharepointblog.kellerschroeder.com http://www.therobman.com/blog

Hi Rob Wilson,
I suggest you to check the following things at first:
1.
What’s the version of the excel file? Excel 2003, Excel 2007 or Excel 2010? Excel Service doesn’t support Excel 2003 and easier version;
2.
Are there some features the Excel Service do not support?
More information about the Supported and Unsupported Features
http://msdn.microsoft.com/en-us/library/ff595319.aspx
3.
If the excel is connected to SQL, did you save the connect file to the Data Connection Library?
Shared your views.

PowerPivot Data Refresh Fails - We cannot locate a server to load the workbook Data Model

Hello,
I have installed sql01\PowerPivot instance of Analysis services on my existing SQL Server and configured it per Configure Power Pivot for SharePoint 2013
http://technet.microsoft.com/en-us/library/dn456880(v=office.15).aspx . I did not install a second Database Engine on the server.
I created an Excel 2013 workbook using the Excel 2013 PowerPivot add-in and saved it to my SharePoint BI Center Document library.
When I try to refresh my workbook, I get 2 errors in the SharePoint log.
http://support.microsoft.com/kb/2756665?wa=wsignin1.0 indicates the sproc is deprecated, but that does not help me fix the issue.
Log errors:
Following error occured while trying to execute a sql query: System.Data.SqlClient.SqlException (0x80131904):
Could not find stored procedure 'DataRefresh.GetSchedule'.
EXCEPTION: NoAvailableStreamingServerException: We cannot locate a server to load the workbook Data Model.
macrel

Hi Marcel,
Based on my research, it seems that you have Microsoft SQL Server 2012 PowerPivot for SharePoint 2013 add-in installed on a computer. When you perform a data refresh operation on some PowerPivot workbooks in Microsoft SharePoint 2013, you receive two error
message.
As to the first error, this issue occurs because the Custom Properties on the Excel workbook are not correctly cleared before you set a new serialized schedule. This causes an extra custom property to remain after you set the new schedule. Therefore, the
new schedule fails. To fix this issue, please
install Cumulative Update 9 for SQL Server 2012 SP1.
As to the second error, please
running a repair using PowerPivot configuration wizard for SharePoint 2013. For more information about Troubleshooting PowerPivot Data Refresh, please see:
http://social.technet.microsoft.com/wiki/contents/articles/troubleshooting-powerpivot-data-refresh.aspx
Thanks,
Katherine Xiong
Katherine Xiong
TechNet Community Support

Roles in the workbook

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