The file is composed by three tabs. Only the last tab has to be updated thanks to a BW query.
STEP 1
I open a data source or a workbook.
Open Data Source
There are 2 options to open Data Source:
- Go to the File tab, click on Analysis then Open Data Source.
Or click the Analysis tab
- First, select an empty cell where you wish to insert your data (Ex : A1)
- Click on "Insert Data Source"
When you click on "Insert", it will show the "Select Data Source" option but also up to 10 queries from your history
Select the source system: BW - Production - WBP
Account
No Account ? Go to Getting a BW Account.
Click « OK »
- Client: 400
- Language: EN
Language
Only English is fully supported.
The "Select Data Source" window opens. Here you can:
- either search for the queries by description/technical name (Search Tab)
- or via browsing in the roles
Roles
The "Roles" are folders which contain the core queries. The roles you have reflect your access so if you are not seeing a given role it means you do not have access to it and need to request it (Go to Getting an Account).
Select the query you want to insert and click OK. This will launch the query and a prompt will appear for you to select the data.
Open a workbook (on the server)
- Go to the File tab, click on Analysis then Open Workbook.
Select the source system: BW - Production - WBP
Account
No Account ? Go to Getting a BW Account.
Click « OK »
- Client: 400
- Language: EN
Language
Only English is fully supported.
Go to the tab “Role” and then open a working capital workbook.
Select and open the folder and double click on the workbook.
Open a workbook (saved on your local drive)
You need to first open "Analysis for Microsoft Excel", then open your BW file (by File --> Open or Recent).
If you first open your BW file, then open "Analysis for Microsoft Excel", there will be two Excel opened and you can't refresh your BW file.
STEP 2
I select the query
BW - Critical Material Movements (core query)
Comment: the technical name of the query is BW_QRY_ODS_IC01_0003
STEP 3
I run the query
1. Enter the mandatory information that is to say at least the calendar day.
2. Enter detail information like the company code, the plant code to obtain the information that you are interested in.
STEP 4
I obtain the report and I justify the highlighted amount in the appropriate column
Comment: There is an automatic filter to obtain only the amount to be justify but it can be removed (see next step)
STEP 5
I remove the filter in the amount criteria
