Document Links in BI

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Applies to:

SAP BI 7.0. For more information, visit the Business Intelligence homepage.

Summary

This article explains in detail the implementation of Document Links in BI 7.0 and import-export of Document Links.

Author: Pradnya Rane

Company: Infosys Limited

Created on: 20 January 2013

Author Bio

Pradnya Rane is a Technology Analyst and currently working with Infosys Limited.

She has over five years of experience in SAP Business Intelligence and Data-warehousing space. She has worked extensively on SAP BIW starting with SAP BW 3.5 to SAP NW 7.1. Her skills set also include BI-ABAP, EP (BI) and BPC Microsoft.

Table of Contents

1. Introduction

          Document Link On Portal.

   2. Create Document Links in BI

          Method 1: Create Document Links via Portal.

               Procedure.

          Method 2: Create Document Links via Admin Workbench.

               Procedure.

   3. Export & Import of Links.

   4. View Document Links.

Introduction

Document Link On Portal

Document links are created and available for infoobjects available at reporting layer of data model. These can be accessed via Web-Bex / Portal           reports (right click --> document --> Display documents) where user have possibility to look for more description of infoobjects.

In short, they give additional information about the functionality/use of the infoobject.

Create Document Links in BI

There are two ways to create document links:

    1.)     Via Portal.

    2.)    Via Admin Workbench

Method 1: Create Document Links via Portal.

Prerequisite: One time task for Portal Admin

Set up the configuration for BW documents in KM on Portal.

Procedure

1. Execute report and right click on the infoobject, go to Documents --> Create New Formatted Text 

2. In General tab, give a suitable name.

3. In tab BI, give the Document Type as ‘Metadata’ and select the highlighted area.

  4. Following screen appears.

 

  Fill in the appropriate Text and the URL where it should be navigated on clicks and then OK.

5. Click on Save and then OK.

6. The following screen appears. Click on OK.

   7. Now, go to Display Documents to check the document link.

8. Click on the link and it will navigate to the page which is set.

Here we go..!

We are navigated to the Google page.

Method 2: Create Document Links via Admin Workbench.

Procedure

1. Login to the development system. Go to transaction RSA1 . Click on the ‘Documents’ Tab . Give the Object type as ‘IOBJ’ and in the Object Name place enter the technical name of the info-object for which the link has to created.

Eg. HR_KMHRSW (Plan Work Time – Minimum weekly working hours).

Then click on “create” icon

   2. In the ‘Shared’ Tab enter the name of the info-object. Give the description. These should be in html format.

   3. In the ‘Log.Doc.Properties’ Tab , set the boolean value as TRUE and then click on ‘Start Editor’ icon.

A new window opens up. Click on ‘Edit in Microsoft Word’.

   4. Document opens in MS Word. In it paste the link available for that info-object

5. Select the link pasted  and right click on it. Chose the Hyperlink option

6. Give the name of the hyperlink same as the description given for the info-object. Click on ‘Target Frame’ icon.

   7. Select the target frame as a new window and save it

   8. Now this hyperlink is saved as the description of the info-object. Select the ‘Save-As’, and then save this word document in html format

 

9. Now refresh the window which had popped up. The link appears there

10. Close the window , and then in the RSA1 transaction click on ‘Store’ icon.

 

   11. Now the link for the info-object is visible.

Export & Import of Links

Following steps can be carried out for Export document links from D system and Import in quality (Q) or production (P)

   1. Go to D system and search for the info-object for which we have created the link eg. Org Division. Then export this link to local drive and save it.

     

       

   2. Go to Q system  and click on “import” icon.

      

   3. Open the document link

      

   4. A new dialog  for creating a new document comes up. Give the description of the link and save it.

     

   

View Document Links

The below steps can be followed to view the Document Links.

   1. Execute a report on the portal. Right click on the field for which you want to see the document. Select the “Display Documents” option.

     

   2. A new window pops up. Select the link available for the field (displayed on the right side)

     

   3. A new window opens and we are directed to the Document for that field.

     

For further information on Document Links in general, refer the following:

http://help.sap.com/saphelp_nw04/helpdata/en/42/594e3c6bf4233fe10000000a114084/content.htm

http://help.sap.com/saphelp_smehp1/helpdata/en/9b/54fa40dd14f16fe10000000a1550b0/frameset.htm