In the ever-evolving landscape of enterprise data analysis, the ability to harness the true potential of your SAP systems is like finding a hidden treasure chest.

Enter SAP Analysis for Office — a comprehensive solution that combines the power of SAP with the familiarity of Microsoft Excel. It acts as the bridge between your SAP data and your intuitive data analysis playground, bringing business intelligence and actionable insights to your fingertips.

Imagine creating interactive reports, drilling down into critical data, and even contributing to your organization’s planning and budgeting – all within the confines of your existing Excel workbook.

In this article, we’ll explore the world of SAP Analysis for Microsoft Office, exploring its capabilities, advantages, and the transformation it brings to data analysis and how our team of expert SAP consultants can help maximize your overall investment.

What is SAP Analysis for Office?

SAP Analysis for Microsoft Office, or SAP AO or AFO, is a comprehensive software solution designed to help business users connect Microsoft Excel to their existing SAP solutions, like SAP HANA, SAP S/4HANA, SAP BW, SAP Business Planning and Consolidation, and the SAP Data Warehouse Cloud.

The SAP Analysis for Microsoft Office platform offers both a standard version for Analysis Office users leveraging on-premise data sources and an advanced version for those operating within the SAP Analytics Cloud. This Microsoft Office Add-in tool allows for the multidimensional analysis of OLAP data sources.

SAP Analysis for Microsoft Office consists of the following components:

  • Enterprise Performance Management Add-in
  • Analysis Add-in, including Analysis Plug-in and Business Planning and Consolidation Plug-ins

Two Editions for SAP Analysis for Microsoft Office

SAP Analysis for Microsoft Office is a valuable tool for organizations looking to leverage their SAP data for better decision-making, streamline data analysis and reporting processes, and provide a user-friendly interface in Excel while enabling Analysis Office users to access real-time SAP data.

Here’s a closer look at each version of the SAP Analysis for Microsoft Office platform:

1) Standard Edition

SAP Analysis for Microsoft Office, Standard Edition empowers Analysis Office users to work with SAP business data in their Microsoft Excel environment, creating customized reports, and actively participating in planning processes while ensuring data integrity and real-time access to the comprehensive SAP user interface.

The Standard Edition provides pre-built connections to SAP BW, SAP S/4HANA, and SAP BPC for reporting and planning scenarios, options to connect for the S/4HANA Cloud and the SAP Data Warehouse Cloud (SAP DWC), pre-calculation of workbooks on the BI platform, and add-ins for Microsoft PowerPoint and Business Process Flow (SAP BPC).

Here are a few main features of the Standard Edition for SAP Analysis:

1) Data Connectivity

  • Direct SAP Integration: Analysis Office users can connect directly to SAP Business Warehouse (BW) and SAP HANA systems, ensuring real-time access to SAP data and API functions.
  • Seamless Data Retrieval: This feature eliminates the need for complex data extraction or transfer processes, allowing users to access SAP business data easily and efficiently.

2) Data Retrieval

  • Structured Data Import: SAP Analysis for Office facilitates the retrieval of structured and unstructured data from SAP InfoProviders, enabling users to pull specific data sets and reports.
  • Intuitive Data Transfer: Users can seamlessly transfer SAP data into their existing Microsoft Excel platform, reducing the learning curve and streamlining the analysis process for users across teams.

3) Data Analysis

  • Ad-Hoc Analysis: Users can perform ad-hoc data analysis within Excel, including sorting, filtering, and aggregating each data source as needed.
  • Data Exploration: Data exploration capabilities enable users to navigate each data source through hierarchies, dimensions, conditional formatting, and advanced characteristics to gain deeper insights into the data.

4) Data Input and Planning

  • Direct Data Input: Analysis Office users can input data directly into SAP applications for planning, budgeting, and forecasting, streamlining these critical business processes.
  • Data Accuracy: The tool supports data validation checks and data integrity measures to ensure the accuracy of data entered during the planning and budgeting phases.

5) Custom Reporting

  • Excel Formatting: Leveraging Excel’s powerful formatting options, Analysis Office users can create highly customized reports, tables, charts, and graphs.
  • Tailored Visualization: Custom reporting allows Analysis Office users to tailor data visualization to their precise requirements, ensuring the presentation of insights in a user-friendly format.

2) Edition for SAP Analytics Cloud

While the Edition for SAP Analytics Cloud offers similar connectivity functionalities as the Standard Edition, Analysis Office users require a mandatory SAP Analytics Cloud (SAC) authentication before accessing any data or connections. After installing a connection to the Analytics Cloud, Analysis Office users can leverage existing workbooks as before, making it easier to filter data and analyze key figures more efficiently.

The Edition for SAP Analytics Cloud also provides additional add-in features, including connections to SAP BusinessObjects Analysis, Product Availability Matrix (PAM), and the SAP Help Portal.

1) Data Connectivity

  • Seamless Integration: Users can connect SAP Analysis for Office to SAP Analytics Cloud, enabling direct access to cloud-based data and models.
  • Live Data Connection: It supports live data connections, ensuring users can access up-to-date data for analysis and reporting.

2) Exploration and Analysis

  • Ad-Hoc Data Exploration: Users can perform ad-hoc data analysis and exploration within SAP Analytics Cloud, including separate tabs for filtering, sorting, and creating custom calculations.
  • Dynamic Charts and Visualizations: The tool allows users to create dynamic charts and visualizations that respond to user interactions, enhancing data exploration and visibility.

3) Report Building and Sharing

  • Custom Report Creation: Users can author customized reports and dashboards with rich visualizations, providing stakeholders with a clear view of data insights.
  • Sharing and Collaboration: Reports can be easily shared with others, fostering collaboration and ensuring decision-makers can access essential data whenever and wherever they need it.

4) Planning and Budgeting

  • Integrated Planning: Users can participate in planning and budgeting processes within SAP Analytics Cloud and input data directly into planning models.
  • Collaborative Planning: Collaboration features enable teams to collaborate on planning and budgeting activities in real-time, fostering teamwork and alignment across teams and systems.

5) Version Compatibility

  • Support for Various Versions: Analysis for Office edition for SAP Analytics Cloud is designed to work with different versions of SAP Analytics Cloud, ensuring flexibility for organizations with varying software versions.
  • Seamless Integration: It is tightly integrated with SAP Analytics Cloud, offering users a unified and efficient experience for data analysis, reporting, and planning.

How Can We Help?

Whether you need help implementing SAP applications for the first time, additional support navigating API functions in the Visual Basic Editor, or just an extra hand getting started on your SAP journey, Surety Systems can help.

Our senior-level, US-based SAP consultant team has the knowledge, skills, and experience to handle your most important project needs and maximize your technical investment over time.

Partnering with the Best

Interested in learning how SAP Analysis for Office can improve business data management and where our team of expert SAP consultants can fit in your organization?

Contact us today!