epm 10.1 road map - pak/bpc - unified model

Dr. Gerd Schoeffl, SAP AG

Detlef Wassmuth, SAP AG

EA262 Integrated Business Planning on SAP NetWeaver BW 7.40 on SAP HANA in Action

© 2013 SAP AG or an SAP affiliate company. All rights reserved. 2

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document, except if such damages were caused by SAP intentionally or grossly negligent.


Agenda

EPM Strategy, Vision and Roadmap

Integrated Business Planning

Integrate BW/IP PAK and BPC NW

New Features BW 7.40 SPS5

Innovate New EPM HANA Solution

EPM Strategy, Vision and

Roadmap


Finance is looking for integrated financial management

Accounting and

Financial Close

Manage Financial

Performance

Collaborative

Invoice to Pay

Travel Management

Receivables Management

Treasury and Financial

Risk Management

Enterprise Governance,

Risk, and Compliance

Access Risk Management

Global Trade Compliance

Financial Accounting

Entity Close

Corporate Close

Develop and Translate

Strategy

Planning, Budgeting and

Forecasting

Profitability and Cost

Analysis

Payments and Bank

Communications

Cash and Liquidity

Management

Debt and Investments

Strategies

Collaborative

Finance Operations

Manage Enterprise

Risk and Compliance

Monitoring and Reporting Reporting and Disclosure

Financial Close

Governance

Commodity Risk

Management

Shared Services

Framework

Financial Risk

Management Sustainability

Reporting

Head of Corporate Reporting

Corporate Treasurer VP Finance Head of Finance Operations Chief Compliance Officer


Hyoun Park – Nucleus Research

“At Nucleus, we keep running into customers who are excited

about SAP EPM on HANA to add additional granularity and

reality to their financial planning. Of all the companies that are

talking about combining in-memory, analytics, and mobility, SAP

is the farthest ahead in providing actual products that

performance management customers are using.”

SAP EPM Market Leadership

© 2013 SAP AG. All rights reserved.

High performance, real-time platform

Next generation user experience

One solution for all EPM processes

Embedded and standalone Flexible deployment options

Requirements driving EPM evolution


Continuous Improvements

Innovate Integrate

Continuous

improvements to

EPM 10.0

Integrate BW/IP PAK

and BPC NW

BPC NW 10.1 - Single NW

BW-based planning and

consolidation solution on

HANA tightly integrated with

SAP ERP for an integrated

Financial Management

system

Innovate new EPM

solution built directly

on SAP HANA

Development FOCUS


BPC NW 10.1 on HANA

Unified models based on BW metadata for

enterprise-wide planning and consolidation

scenarios

BW data warehousing capabilities provide well-

established and proven data harmonization

services

Seamless integration with SAP ERP

Support for integrated business planning,

dynamic modeling and simulation

HTML5 UI support expands footprint in MENA

with R to L language support

HANA Platform

SAP ERP / 3rd party ERP

BW / NW ABAP

EPM Add-in/HTML 5 Web UI

BPC NW (Classic BPC NW Model and PAK model come together in

Unified BW-based model)

Integrate BW/IP PAK and BPC NW


New single EPM solution covering all functional areas

– planning, profitability, performance measurement,

consolidations and disclosure management….

High performance real-time platform based on two-tier

architecture - built natively on SAP HANA with

dedicated EPM services

Next generation user experience leveraging Microsoft

Office (Excel), Web and Mobile user interfaces

Unify ERP and EPM using a common HANA platform

OLTP and OLAP/Analytic platform

Flexible Deployment (On-Premise and Cloud

Deployment Models)

HANA Platform

SAP ERP / 3rd party ERP

EPM Add-in/HTML 5 Web UI

SAP HANA EPM*

*name TBD

Innovate New EPM HANA Solution


…

One Data Platform

SAP HANA

SAP

CRM

Mobile

SAP

ERP

SAP

Business

Warehouse

New SAP

EPM Solutions

Further EPM

Applications,

e.g. Cash

Cloud

…

End-to-End Product Vision


Single Platform Real-Time Cloud is a Choice Integrated

Only vendor with a

single platform for

transactional and

analytic reporting

Unlike pure cloud

vendors, cloud is a

choice, not an

obligation: deploy

cloud, on-premise or

hybrid

Only vendor with

purpose-built platform

for real-time reporting

and analyzing large

data volumes

Connecting finance

with operations

enabling Integrated

Business Planning

(IBP) in a single

platform

Differentiation


New SAP EPM Unwired mobile interface as

entry point into SAP solutions for Enterprise

Performance Management (EPM) applications: – Support for SAP Business Planning and

Consolidation 10.0

– SAP Business Planning and Consolidation Starter Kit

for Mobile Financial Results Insights

– EnterpriseInsight mobile app for

Strategy Management 10.0

Supports combined BI and EPM scenarios that

appear seamless to the end-user

Announcing New SAP EPM Mobile Solutions

Integrated Business Planning


Procurement

Planning

Cost

Planning

Production

Planning

Revenue

Planning

Marketing

Planning

Investment

Planning

Price

Planning

Sales

Planning

Headcount

Planning

Planning Scenarios


Opera

tional P

lannin

g

Stra

tegic

Pla

nn

ing

Pro

fitab

ility P

lan

nin

g Procurement

Planning

Cost

Planning

Production

Planning

Revenue

Planning

Marketing

Planning

Investment

Planning

Price

Planning

Bala

nce S

heet a

nd P

rofit &

Lo

ss

Pla

nnin

g

Sales

Planning

Headcount

Planning

Integration of different plans

Integrate BW/IP PAK and

BPC NW New Features BW 7.40 SPS5


BPC NW BW-IP

DB DB

Data

mart

(LO

B-o

wned)

ED

W

(IT-o

wn

ed

)

BPC NW 7.x and BW-IP


BPC NW BW-IP

Any DB Any DB SAP HANA

PE

PAK MDX

BPC NW 10.0 and PAK


BW-IP

PAK

BPC NW

MDX SAP Planning Manager

SAP HANA

BPC / PAK combined


Two different products

Cover the two extreme cases with very limited integration

EDW

(IT-owned)

Data mart

(LOB-owned)

Planning

application

Planning data

Planning model

Planning

application

Planning data

Planning model

copy

SAP planning platform offering (offered today)


Data:

Members & Attributes

Operational:

User

Data:

Consumption

Data:

Hiercharchies

Model:

Dimensions & Messures

Data:


Operational:

User

Data:

Consumption

Data:

Hiercharchies

Model:


Data:


Operational:

User

Data:

Consumption

Data:

Hiercharchies

Model:


LOB models extends the EDW model

Every layer in the application stack can be extended

Data:


Operational:

User

Data:

Consumption

Data:

Hiercharchies

Model:


EDW

extend

Lob Space „A“

LOB spaces extend the EDW

Lob Space „B“ Lob Space „C“


EPM Add-in / Web

Classic Model

Connector

Integrated Model

Connector

BPC Add-on

Classic Extended

Planning Components

Classic Extended

Classic Engine

BPC HANA Accelerator

SAP BW

Extended BPC

Planning

Components

Metadata Manager

Extended PAK

Models

Analytical Engine

Planning Engine

Data Warehousing

HANA

Planning Engine Models BPC Planning

Functions

Web Admin Client

Pla

nnin

g P

lattfo

rm

BPC NW 10.1 on HANA


Combine the best of three worlds in

one unique planning solution

(HANA, BPC, BW-IP)

Combines the

…successful EPM Excel add-in

…flexible BPC admin UI

…powerful BW-IP/PAK planning manager

…super fast HANA planning engine

Selected features

• Full PAK model compatibility

• Business process flows (BPF)

• Work status

• Data auditing

• Easy upload scenario

• LOB authorizations

BPC NW ‘unified’

(10.1)

BPC NW

• user experience

• collaboration

• data flexibility

BW-IP

• EDW-integration

• Built-in functions

HANA

• Unprecedented speed

BW 7.4 on HANA – Planning

LOB enablement

Integrate BW/IP PAK and

BPC NW New Features BW 7.40 SPS5


Prerequisite for PAK

Implement Note 1637148. This Note is for monitoring purposes in the “pilot release”. Contact

development by sending an SAP OSS message.

Since continuous improvements require a lot of notes, we recommend that you update BW 7.3 /7.31 to

the latest support package.


In-Memory Planning (PAK)

General Features (also available to 7.3/7.31)*

The following functions will be supported by SAP

HANA (note #1637119)

In-memory support for query execution when

reading and writing data

SAP HANA-optimized support for disaggregation in

queries (restrictions on key figures; see (note

#1637119))

Logging BADI (7.30 SP9 / 7.31 SP7 or note #1802658)

* Please note: All BW-IP functionality is supported on HANA. To run

functions as SAP HANA-optimized, certain restrictions apply (as

described in note #1637199)

SA

P H

AN

A

SA

P N

W B

W

SA

P N

W B

W

In-Memory Database

Presentation

Orchestration

Calculation

Data


In-Memory Planning (PAK)*

The following planning functions will be

supported by SAP HANA** (Note #1637199)

Planning function execution in-memory for "Copy“

“Repost"

"Revaluation"

"Delete“

„Delete Invalid Combinations“ (requires Note #1778939 or

7.30 SP9)

“Set Key Figure Values”

“Distribute by Reference Data“

“Generate Combinations”

"FOX Formula“ (restriction: CALL FUNCTION, BREAK-POINT)

“Currency Conversion” (planned for SP10)

PF of type SQL Script as exit alternative for HANA.

Example

*General features (also available to 7.3/7.31)

**Please note: All BW-IP functionality is supported on HANA. To run

functions as SAP HANA-optimized, certain restrictions apply (as

described in note #1637199)


In-Memory Planning (PAK)*

SAP HANA supports full checks for the following

characteristic relationships (also available to 7.3/7.31)*

Characteristic relationships of type “Attribute”

Characteristic relationships of type “DSO”

Characteristic relationships of type “Transient”

• Data slices based on selections (Note #1803016 or 7.30

SP9 / 7.31 SP7 )

Planned for 7.30 SP10:

• SQL Script as exit alternative for HANA processing

• Characteristic relationships based on SQL script

• Data slices based on SQL script


Exits based on SQL Script:

Planning Function, Characteristic Relations and Data Slices

GOAL:

Provide a possibility to replace existing BW-IP exit

functionality implemented in ABAP with SQL Script -

in order to have an SAP HANA-optimized runtime

environment for PAK customers.

Idea:

SQL Script can included as a node in

calculation scenarios.

Leverage:

HANA-PE API TREX_EXT_PE_SQL_SCRIPT

to make use of SQL Script operating on

HANA-internal temporary tables

in planning sessions.

Union

Open Plan

Data

Copy

Ref.

Data

SQL

Sript


In-Memory Planning (PAK)

Planning on Data Store Objects

7.30 SP8/7.31 SP5 classic BW-IP on DSO

7.30 SP9/7.31 SP7 DSO planning SAP HANA-

optimized (PAK enabled). 7.30 SP9/7.31 SP7 (or Note

#1799168)

Physical deletion in DSO with planning functions

(7.30 SP10)

DSO

DSO

DSO


Planning on DSO: Planning on Leaf Level (e.g. Price Planning)

If the values on leaf level have the same value,

the corresponding value will be displayed on node

level

The following exception aggregations are

possible:

No aggregation (NO2): unless more than one

value occurs

If the values on leaf level are different, " NONEX "

will be displayed on node level

Product

Group

Product Price

Water ?

Sparkling Water 0.5 l 1.20 €


Still Water 0.5 l 1.30 €

Product

Group

Product Price

Water



Still Water 0.5 l 1.20 €

NONEX

1.20 €

Note: 1735590


Price Planning: NO2 aggregation with suppress zero reg

Product

Group

Product Price Uplift

Water * 150

Water Sparkling 0.5 l 2.00 € 100

Water Still 0.5 l 2.00 € 50

Product

Group


Water * 150

Sparkling Water 0.5 l 2.00 € 100


Still Water 0.5 l 2.00 € 50

If prices are the same for lowest records and zero

records exist, the symbol * (meaning undefined) is

shown on higher level

Product

Group


Water * 150

If users drills down, they only see the same

prices on lower level due to zero suppression

and do not understand the result

Physical deletion of records in DSO


Price Planning: Disaggregation Copy with suppress zero values

Example :

Prices are different on lower level. Higher level shows

* at the beginning.

Refresh is performed; now the prices are the

same on higher and lower level

Now user enters value 4 on higher level

Product

Group


Water * 150

Water Sparkling 0,5 l 3,00 € 100


Water Still 0,5 l 2,00 € 50

Product

Group


Water 4,00 € 150




Product

Group


Water 4,00 € 150




Product

Group


Water 4.00 € 150


Sparkling Water 1.0 l 0

Still Water 0.5 l 4.00 € 50

Physical deletion of records in DSO


Planning on Workspaces

Workspace

Definition

A BW workspace is a special area, where new models

can be created based on central data from the BW

system and local data. Workspaces can be managed

and controlled by a central IT department and used by

local special departments.

IT Governed Space

Expose

e.g Workspace for HR

e.g Workspace for

Controlling Expose



Lab Preview

TA: /RPWSP



Planned Features

Plan local data completely detached from global data

Planning functions on workspaces

Add new lines (master data planning)

Add new key figures to an existing plan query

Add additional characteristics into existing plan query

Create local hierarchies

Data upload from files

…

Customer Revenue

C1 100

C2 200

C3 150

C4 300

Planquery

Customer Rank

C1 C

C2 A

C3 B

C4 A

Local Excel

Customer Rank Revenue

C1 C 100

C2 A 200

C3 B 150

C4 A 300



Local File Upload

Lab Preview

Plan local data completely detached

from global data

Local file upload



Local File Upload

Edit Columns

Lab Preview



Local File Upload

Enable Planning

Lab Preview

Innovate New EPM HANA

Solution


SAP and Non-SAP Source Systems

SA

PU

I5

Web

Clie

nt

Planning Modeler

Security Management

Planning Administration

Planning/Consolidation

Calculations

Comment/Note Management

Planning Exit Language

Reven

ue P

lan

nin

g

EP

M A

pplic

ations

Fin

ancia

l

Consolid

ation

Fin

ancia

l C

lose

Man

agem

ent

EP

M A

pps B

uilt

by

Oth

er

SA

P g

rou

ps e

g

RD

S

Part

ner

Built

ap

ps

…

Pla

nnin

g

Clie

nts

EP

M

Offic

e

Addin

Fin

ancia

l P

lan

nin

g

EP

M

Mob

ile

Apps

HA

NA

Pla

nnin

g

Pla

tform

Dynamic

Modeler

Collaboration

Workflow

S&

OP

Pla

tfo

rm

S&

OP

Applic

ation

s

D&

NA

Applic

ation

s

D&

NA

Pla

tfo

rm

…

… …

SA

P P

lan

nin

g A

pp

Custo

me

r bu

ilt

pla

nnin

g A

pp

Part

ner

Built

ap

ps

… …

New EPM HANA Solution

Platform Approach


Index Server

Calculation Engine

Repository

Data

ERP Virtual

Models Master Data

Plan Data

Table …

EPM Platform Runtime Planning

Models

Calculation

Views

…

HANA

XS Engine

InA Services EPM App XS Services

HANA Studio

HANA

Modeler

EPM UI

Excel EPM

Add-in Web Client Mobile Client • Lightweight two-tier

architecture built on “native

HANA”

• Common services for

all HANA EPM Suite

applications

• Extension of HANA

Calculation Engine by EPM

operations

New EPM HANA Solution

Architecture

Hands-On


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epm 10.1 road map - pak/bpc - unified model

Technology