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Business Need

Sometimes in live business scenario while using BW report and graphs we see a need of adding comment on those specific results so that those comments can be seen in future or by different set of users for further analysis.

For example in a monthly Sales & Operations discussion of a company, Forecast volumes per territory are discussed. After each month’s discussion some conclusive points are taken for yearly analysis and betterment for next year.

One way to keep this information in some word document or presentation as separate file and the other way is to provide functionality to add comment on run time to report or graph results for given selection and get that displayed with the report.

This can be done by using one web item in Web application Designer named “Single Document”. These comments can be added or modified at any point of time. We may categorize the comments for better understanding.

Web Item: Single document

It is used to add comments on run time. It is a Web item that allows you to display single (non-migrated) documents that you created in the Data Warehousing Workbench or in master data maintenance, in the Web application.

How to implement?

Insertion of web item “Single Document”

Drag and drop the Single document from the Advanced Web Items into the container.

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Assigning Data provider to web item

Assign data provider to web item. Web item gets the data and metadata to generate the output and commands from this data provider. We need to select the characteristic on which the document is based. This characteristic will be our selection criteria. On the values of this characteristic, documents are stored and would get displayed whenever that particular value is selected. In our case we have taken “Month/Year” so it will keep information for a particular month and year.

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Maintaining Document Type

Assign document type for that particular web item. It will categorize our documents and only corresponding document type specific document would get displayed.

In our case we have inserted three “Single Document” web item having same data provider master data as “Month/Year” but three different document types “MESSAGES”, “ACTIONS” and “INFLUENCES”. So this will display three different message types in corresponding web item.

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How to use?

Step 1: Right click on the value and select option “Create new formatted Text”. In our case it is “Month/Year”. In following example we are entering comment/document on value/selection “06.2007”.

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Step 2: Add name, description and message for the document in General tab of the window

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Step 3: Add document type in BI tab of the window

Note –Document type will decide the box in which the text would be displayed at run time. In this report we are creating three different types of comments for that we have to enter one from the following document type.

  • MESSAGES – for key messages
  • ACTIONS – for actions
  • INFLUENCES – for key influences

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Step 4: Click on “Save” to save the document and press “OK”

 

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Step 5: Created document will get automatically displayed whenever we will run that report for that value of “Month/Year” as following.

 

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