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Integrated Testing 2 Issue: Work Place Survival Guide

This guide provides a work around solution for the issue where users cannot successfully run a Planning folder and a Bex report and toggle between the sessions within Work Place SEM. The guide includes step-by-step instructions on how to log on to SAP via Work Place and launch Planning Folders and Bex reports, as well as tips on using BEx Analyzer Toolbar and executing other BW reports within BEx.

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Integrated Testing 2 Issue: Work Place Survival Guide

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  1. Forecast &Planning Project Work Place Survival Guide Integrated Testing 2

  2. Issue: • Within Work Place SEM only, the users can not successfully run a Planning folder and a Bex report and toggle between the sessions. • Cause: • This is primarily because both the planning layout and the Bex report use excel and both of them get opened in the same session of Excel. • Note: This is not an issue if users logs on via SAP GUI and run a planning folder and a Bex report. This is tested and no errors have been found • There is a work around to this Work place issue. This is NOT a recommended workaround as SAP does not support it. (heck it works for us though!)

  3. Work Around to WP issue • Log on to SAP via WP with the proper ID and password

  4. Launch Planning Folders from WP - Workaround • When WP is launched, navigated to a planning folder and in the navigation window enter /OUPSPL and click the GREEN check mark. This will launch a new SAP session outside WP. The security is still in place as this is just another session of the same ID that was authenticated via WP.

  5. Launch Planning Folders from WP - Workaround • Following screen will appear in a second session instead of being embedded in WP.

  6. Launch Planning Folders from WP - Workaround • At this point in the task bar you will see an active internet session - MY SAP (that has your WP navigation screen) and a SAP GUI session - Planning Folder ( that has your new session for the Tcode UPSPL)

  7. Launch Planning Folders from WP - Workaround Ensure you are in your SAP GUI - Planning Folder session ( if you toggled to your MY SAP WP session, toggle back to your SAP GUI – Planning Folder session). In your SAP GUI – Planning folder session select the required Planning folder and work on planning folder

  8. Launch Bex Report from WP - Workaround • To open a Bex report while working on planning folder Toggle back to the MY SAP WP session and using the menu path select and double click on the Bex Report TIP Ensure all excel files (other than your planning folders) and all excel sessions are closed when executing reports via Work Place. Having Excel open often leads to errors.

  9. Launch Bex Report from WP - Workaround • The Excel window will be launched and a selection will appear • Using the Data Sheets provided in your test sets input all selections • Click the icon to execute the report Tip After inputting the data and before executing the report always do a check by clicking on icon to ensure the inputs are valid If the report will be used frequently then after inputting the data save the Variant by using this icon To retrieve the saved variants use this icon

  10. Launch Bex Report from WP - Workaround The selected report will appear in an excel window. You can now navigate through this report to get your desired layout.

  11. To execute other BW reports within BEx • TRICK • You can now execute any F&P BW report with out going back to Work Place using the BEx Tool bar as long as your Work Place session is active. This enables a user to have multiple excel reports open.

  12. BW Reporting Features – BEx Analyzer Toolbar OLAP functions for active cell Open Save Format Refresh query Layout Back Tools Change query view Settings Goto Help

  13. To execute other BW reports within Bex Using the BEx tool bar click on the Open icon and select Workbooks

  14. To execute other BW reports within BEx This will open the following window within BEx and you can select and execute the report from here instead of going back to Work Place window. Since the ID is still the same as WP log on all security controls are still in place Trick When you know the report name simply put that in the “Description/Technical name” field and click “OK”. This will quickly find the report. You do not need to enter entire report name. You can enter portions of the name i.e. “the walt” in the case above and report will appear

  15. Launch Any EXCEL file • To launch any excel file other than the Planning folder or the Bex reports that are now open. Select Start > Program > Microsoft Excel. Then open the desired excel file. • DO NOT USE • Start > Documents > a Filename. Doing this opens the file in the BEX report session and while the Bex report is executing you can not work on the regular excel file.

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