Quick References for SAP R/3 and Microsoft Office Integration

The following sections provide simple step-by-step instructions for executing many of the reporting processes just discussed. Use the following sections as a quick reference to speed you through each respective reporting process. And remember, if you need more information, refer to each process’s respective detailed sections provided earlier in this hour.

Quick Reference for Exporting Lists to Microsoft Excel
Quick Reference for Exporting SAP Query Reports to Excel
Quick Reference for Creating Form Letters with Microsoft Word
Quick Reference for Exporting Lists to Microsoft Access
Quick Reference for Exporting SAP Query Reports to Access


Quick Reference for Exporting Lists to Microsoft Excel


The following is a recap of the steps required to use the System List function to export SAP lists to Microsoft Excel.

  1. Navigate to the SAP screen containing the list you want to output.
  2. Follow the menu path System, List, Save, Local File.
  3. Use the possible entries help button to change the location and filename of your new file.
  4. Click the Transfer button.
  5. Launch Microsoft Excel and open the file.


Quick Reference for Exporting SAP Query Reports to Excel


The following is a recap of the steps required to output SAP Query reports to Microsoft Excel.

  1. Execute the SAP Query report that contains the data that you want to include in your report.
  2. On the selection screen, select the Display As Table option, and execute the report.
  3. Select the List, Download to File menu option.
  4. Use the possible entries help button to change the location and filename of your new file.
  5. Click the Transfer button.
  6. Launch Microsoft Excel and open the file.


Quick Reference for Creating Form Letters with Microsoft Word


The following is a recap of the steps required to create SAP form letters using Microsoft Word.

  1. Execute the SAP Query report that contains the data that you want to include in your report.
  2. On the selection screen, select the Display As Table option, and execute the report.
  3. Select the List, Word Processing menu option.
  4. Click the Enter button on the Word Processing Settings dialog box.
  5. Select your required options from the MS Word Settings dialog box, and then click the Enter button.
  6. Type your document and insert merge fields using the Insert Merge Field button on the Microsoft Word mail merge toolbar.
  7. Use the ABC view merged data button to review your document and the record selection buttons to navigate between records.


Quick Reference for Exporting Lists to Microsoft Access


The following is a recap of the steps required to use the System List function to export SAP lists into Microsoft Access. The initial steps of this process are the same for downloading files to Microsoft Excel.

  1. Navigate to the SAP screen containing the list you want to output.
  2. Follow the menu path System, List, Save, Local File.
  3. Use the possible entries help button to change the location and filename of your new file.
  4. Click the Transfer button.
  5. Open your file in Microsoft Excel, and use the menu path File, Save As to save it as a Microsoft Excel worksheet. Close Excel.
  6. Launch Microsoft Access and create a new database.
  7. Use the menu path File, Get External Data, Import, and select your Microsoft Excel file to import the file in to Microsoft Access using the Import Spreadsheet Wizard.


Quick Reference for Exporting SAP Query Reports to Access


The following is an explanation of the steps required to output an SAP Query report to Microsoft Access. The initial steps of this process are the same for downloading files to Microsoft Excel.

  1. Execute the SAP Query report that contains the data that you want to include in your report.
  2. On the selection screen, select the Display As Table option, and execute the report.
  3. Select the List, Download to File menu option.
  4. Use the possible entries help button (down arrow) to change the location and filename of your new file.
  5. Click the Transfer button.
  6. Open your file in Microsoft Excel, and use the menu path File, Save As to save it as a Microsoft Excel worksheet. Close Excel.
  7. Launch Microsoft Access and create a new database.
  8. Use the menu path File, Get External Data, Import, and select your Microsoft Excel file to import the file in to Microsoft Access using the Import Spreadsheet Wizard.

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