It’s one thing to recite a list of tools and techniques that one might use someday when running a BW report; it’s quite another to watch an experienced user leverage several of those techniques in the process of answering a real question. That’s the idea behind this new “Over the Shoulder” video series: to provide you with the opportunity to watch over the virtual shoulder of an experienced user pursuing an answer to a commonly-asked question.
The videos in this series are not intended to be instructional, at least not in the sense that the viewer is walked through each step with a detailed explanation of exactly where to click, what value to select, and so forth. Instead, the assumption is that you are already familiar with the basics of BW reporting and just want to see how things are done; delivered in a succinct fashion.
These are the elements of the Over the Shoulder video series:
Finding Open Commitments
In this video, the question considered is “how can I view all of my open commitments?” This 5-minute video seeks to answer that question and, in the process, you can see how to simplify the data display by suppressing zero-dollar commitments and how to easily separate encumbrances related to external or internal vendors (i.e., FSR’s and ISR’s). [last updated 07/30/2019]
Adding a Calculation – a Calculated Key Figure – to a Report
Did you know you can add a calculation to a report? This short video describes how to insert a calculation based on existing Key Figures. The video provides two examples: one demonstrates how to insert a calculation based on a built-in percentage function and a second that uses simple math. [last updated 09/10/2019]
Important! Any Calculated Key Figure added to a report will be available for future executions only if the modified report is saved. This video describes how to create and use a View.