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Documentation On Creating Forms: 1.open Excel From The Start Menu

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sribarbie123

This document provides instructions for creating forms in Excel using the Budget Planning tab. It involves opening a connection, selecting a query, configuring the form with templates, tabs, and variable mappings, and then generating and saving the form. The key steps are: 1. Select a query and connection 2. Configure the form template, header fields, tabs, and variable mappings 3. Click "Save and Generate Form" to create the form workbook 4. Save the workbook to make it available to other users.

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Documentation On Creating Forms: 1.open Excel From The Start Menu

Uploaded by

sribarbie123
19 views10 pages
This document provides instructions for creating forms in Excel using the Budget Planning tab. It involves opening a connection, selecting a query, configuring the form with templates, tabs, and variable mappings, and then generating and saving the form. The key steps are: 1. Select a query and connection 2. Configure the form template, header fields, tabs, and variable mappings 3. Click "Save and Generate Form" to create the form workbook 4. Save the workbook to make it available to other users.

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SBP

Original Title

SBP Document.odt

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This document provides instructions for creating forms in Excel using the Budget Planning tab. It involves opening a connection, selecting a query, configuring the form with templates, tabs, and variable mappings, and then generating and saving the form. The key steps are: 1. Select a query and connection 2. Configure the form template, header fields, tabs, and variable mappings 3. Click "Save and Generate Form" to create the form workbook 4. Save the workbook to make it available to other users.

Copyright:

© All Rights Reserved
Download as DOCX, PDF, TXT or read online from Scribd
Download as docx, pdf, or txt
19 views10 pages

Documentation On Creating Forms: 1.open Excel From The Start Menu

Uploaded by

sribarbie123
This document provides instructions for creating forms in Excel using the Budget Planning tab. It involves opening a connection, selecting a query, configuring the form with templates, tabs, and variable mappings, and then generating and saving the form. The key steps are: 1. Select a query and connection 2. Configure the form template, header fields, tabs, and variable mappings 3. Click "Save and Generate Form" to create the form workbook 4. Save the workbook to make it available to other users.

Copyright:

© All Rights Reserved
Download as DOCX, PDF, TXT or read online from Scribd
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You are on page 1/ 10

Documentation on creating Forms

1.Open Excel from the start menu.

2. Goto Budget Planning Tab and Click on Log On.


3.Click on skip.

4.Click on connections.

5.Select a connection and give the login details.


6.Select the Querry radio button and give the query name in search.

7.select query and click on OK button at the bottom.


8.The selection screen of the query with mandatory fields is displayed.

9.Enter the values and click on OK button.


10.now we get form configuration on the Budget Planning Ribbon.
11.click on the Form Configuration.

12.Now the Form Configuration Window is opened as below

13.Choose a Template from FORM Template Name list as shown below.


14.Check the required check box in the Header fields.
15.Now go to next tab sheets and add the required sheets like
a. Query Sheet
b. Narrative Sheet and
c. Attachment sheet. using add tab under header fields tab.
16.Go to next tab Sheet Details and choose the query name from the Technical Query Name .

17.Now click on the Variable Mapping and give variable names and mappings.
18.(optional)Check the check box Enable Line Text Ribbon Feature and select Projection Id in
the list.
19.Click on Save and Generate Form will generate the following form.

20.Click on the recently used list in the ribbon and select one of the value will display the data.

21.Choose the Query Sheet at the bottom to get the data.


22.After generating a workbook with the Save and Generate button in the Forms Configuration
dialog, you must save the workbook itself if you wish to make it available to other users. To do
so:
a) Select File Analysis Save Workbook .
b) Select Save Workbook - Save workbook to the SAP NetWeaver Platform. (This is the second
option displayed.)
c) Select the location within the displayed structure in which you want your workbook to appear.
d) Specify a Name and Description for your workbook and click Next.

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