how to... configure and use time dependent hierarchy in sap bpc 10.0 version for netweaver

How To... Configure and use Time Dependent Hierarchy in SAP BPC 10.0, Version for NetWeaver Abstracts: Since BPC NW version 10 SP09, BPC officially supports the time dependent hierarchy for dimensions which allows business users to see data reflected differently based on changes to master data hierarchy by time. This How To Guide will go through a step by step procedure to show how business users configure and use time dependent hierarchy in BPC scenarios. Applies To SAP Business Planning and Consolidation 10.0, version for NetWeaver 730, SP09 and higher SAP Business Planning and Consolidation 10.0, Powered by HANA, version for NetWeaver 730, SP03 and higher SAP Business Planning and Consolidation 10.0, version for NetWeaver 731, SP02 and higher

How To... configure and use Time Dependent Hierarchy in SAP BPC 10.0, version for NetWeaver

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TABLE OF CONTENTS

BUSINESS SCENARIO ............................................................................................................................... 2 BACKGROUND INFORMATION ................................................................................................................. 2 PREREQUISITES ........................................................................................................................................ 2 RELEVANT SAP NOTES ............................................................................................................................ 3 STEP-BY-STEP PROCEDURE.................................................................................................................... 3 Manage TDH in Planning and Consolidation Administration..........................................................3 Enable TDH ........................................................................................................................................3 Configure TDH global parameters in IMG ............................................................................................3 Activate new Data Manager Process Chain ‘/CPMB/MANAGE_TDH_VERSION' .................................5 Optional Configuration ........................................................................................................................7 Enable TDH for dimension ..................................................................................................................8 Create and maintain TDH version ..................................................................................................... 10 Use Data Manager to import TDH related master data .................................................................. 15 Create package to manage TDH version ........................................................................................... 15 Create package link to import master data with new TDH version ...................................................... 18 Run package link to import master data............................................................................................. 20 Create report and input form with TDH enabled dimension.......................................................... 31 Create web report and input form with TDH enabled dimension ......................................................... 31 Create axis shared report with TDH enabled dimension in Excel Add-in. ........................................... 38 Member security behavior of TDH-enabled dimension ................................................................. 45 Setting member access profile for TDH enabled dimension ............................................................... 45 Security behavior in report ................................................................................................................ 47 APPENDIX ................................................................................................................................................ 50 TDH supported components in BPC NW 10.0 SP09 ...................................................................... 50 RELATED CONTENT ................................................................................................................................ 51 RELATED BLOGS .................................................................................................................................... 51


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BUSINESS SCENARIO

In kinds of business reports, business users need to see data reflected differently based on changes to master data hierarchy by time. A user may wish to do year over year comparisons with the same master data. They may also wish to produce a report for past master data hierarchy but execute it today and get the same results. However, if the master data or hierarchy of master data changes this is not possible, unless the report knows what time reference with master data to apply to what intersections of transactional data. SAP BW platform supports such reports by utilizing time dependent hierarchy. From BPC NW version 10 SP09, BPC has officially supported time dependent hierarchy for dimensions. BACKGROUND INFORMATION

In SAP NetWeaver Bussiness Warehouse, with a hierarchy that is not time dependent, the characteristic values are always the same despite of time change. If you want to create views of a hierarchy that are valid for a specific time period, you need to create the entire hierarchy as time dependent. Time dependent hierarchy is the ability to maintain a hierarchy version for a certain time period, to transaction data of various periods. If an entire hierarchy is time dependent, the system creates hierarchy versions that are valid for separate intervals. The hierarchy valid in each case can be uniquely identified by its technical name and the From-To Date. In the InfoObject tree of the Data Warehousing Workbench, all time dependent hierarchies under the associated InfoObject are displayed with the corresponding To Date, for example Time dependent Hierarchy 05/31/2013. In reporting, the system returns the valid hierarchy when a query is executed using the query key date.

Within a restructuring company areas, you can create time dependent versions of a hierarchy for the Main Area InfoObject. This enables you to compare the restructuring over different time periods in a query.

Time dependent hierarchy 01/01/1999 - 05/31/2013

Time dependent Hierarchy 06/01/2013 - 12/31/1999

Main Area NORTH Main Area NORTH Area 1 Area 2 Area 2 Main Area SOUTH Main Area SOUTH Area 1 Area 3 Area 3 Area 4 Area 4

From BPC NW version 10 SP09, BPC has officially supported for time dependent hierarchy for dimensions. Business users can manage time dependent hierarchy in BPC Administration of web client, and use time dependent hierarchy in most kinds of scenarios such as reporting and input form, loading master data in Data Manager, running logic scripts and allocations in Data Manager, transporting master data and so on. PREREQUISITES

SAP Business Planning and Consolidation 10.0, version for SAP NetWeaver

SAP Business Planning and Consolidation 10.0, version for NetWeaver 730, SP09 and higher

SAP Business Planning and Consolidation 10.0, Powered by HANA, version for NetWeaver 730, SP03 and higher

SAP Business Planning and Consolidation 10.0, version for NetWeaver 731, SP02 and higher


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SAP EPM add-in, SP13 Patch 1(EPMEXCLCLNT13P_1-10010099). SAP GUI / Developer Access to BW Access to SAP NetWeaver transaction codes: SPRO, SE38, RSA1, se80

RELEVANT SAP NOTES

1795447 Time dependent hierarchy for report(enhancement) 1794800 Time dependent hierarchy for report(enhancement) 1799271 Time dependent hierarchy for report(enhancement 2) 1806214 Business Plan. and Cons. 10 NW (CPMBPC800) SP09 Patch01 1807675 Business Plan. and Cons. 10 NW (CPMBPC801) SP02 Patch01 1800842 Time dependent hierarchy for Planning and Consolidation 10.0 1833160 Error occurs when transporting dimension with TDH 1828580 HANA hierarchy view not generated at dimension processing 1827806 Fail to update HANA hierarchy table at processing dimension 1815406 Time dependent attributes are not restored correctly 1804991 Invalid BW hierarchies left after processing dimension 1744028 Business Planning & Consolidation 10.0 NW SP09 Central Note

STEP-BY-STEP PROCEDURE

Manage TDH in Planning and Consolidation Administration

In below document, we also call Time dependent hierarchy as TDH for short.

Enable TDH ...

Configure TDH global parameters in IMG There is a global parameter in IMG which enable/disable BPC TDH functionality for whole system. Follow below steps, we will enable this functionality.

1. Login to the SAP GUI and go to transaction SPRO.


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2. Click ‘SAP Reference IMG’

3. In order to set IMG Global parameter, follow below steps, Expand ‘Planning and Consolidation’. Expand ‘Configuration Parameters’ Click IMG Activity of ‘Set Global Parameters’.

4. Set Time Dependent Hierarchy parameter ’ENABLE_TIME_DEENDENT_HIER’. Click ’Insert’ button,


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Input parameter name ’ENABLE_TIME_DEENDENT_HIER’ in popup dialog box, and click ‘Okay’

Check value of parameter ’ENABLE_TIME_DEENDENT_HIER’ is ‘X’,

Otherwise, Click the row of parameter, then click ‘Change’ button in the top left, Then modify the value to be ‘X’ as below, and Click ‘Okay’.

Activate new Data Manager Process Chain ‘/CPMB/MANAGE_TDH_VERSION' To support managing TDH version via BPC data manager while running data management package, Data manager add a new process chain ‘/CPMB/MANAGE_TDH_VERSION’ in SP09, 1. Go to transaction se38 and execute program ‘UJS_ACTIVATE_CONTENT’ 2. Check only ‘Activate BI Business Content’ and ‘Update Default DM Instructions’, leave

‘Environment ID’ and ‘Content Version’ as default, then execute the program.


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3. Then below kind of messages show in screen. Maybe more than one log display.

4. Click button ‘Back’ showed in red box of above picture several times until below dialog shows in screen.

5. Click button ‘Continue’ several times until below dialog shows in screen.

Check the job status in transaction code SM37 until the status shows ‘Finished‘. Until now, Process Chain activation succeed and finish.


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6. Check Process Chain in transaction RSA1.

Go to transaction RSA1-> Modeling -> Process Chain-> Business Planning & Consolidation: Data Collection, check ‘/CPMB/MANAGE_TDH_VERSION' exists as below selected row.

Optional Configuration

‘MAX_ACTIVE_HIER_SHM’ Parameter configuration When share memory (Share object) is enabled, parameter ‘MAX_ACTIVE_HIER_SHM’ will control number of hierarchy versions to be cached in shared memory. The cache stored in shared memory will speed up the performance of loading Time dependent hierarchy related master data during using BPC. Follow the steps of 4.1.1, configure global parameters in IMG, set value of ‘MAX_ACTIVE_HIER_SHM’ as a positive integer as below.


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If value is 2, means only 2 most recently accessed hierarchy versions will cache.

Large number means more versions are cached, but it consumes a lot of shared memory especially when with big volume master data. Try to control the balance between cache number and shared memory size.

‘MAX_ACTIVE_HIER_DB’ Parameter configuration

Parameter ‘MAX_ACTIVE_HIER_DB’ will control number of hierarchy versions to be cached as DDIC table in NW. Follow the steps of 4.1.1, configure global parameters in IMG, set value of ‘MAX_ACTIVE_HIER_DB’ as a positive integer as below.

Default value (parameter is NOT maintained) is 100.

Please note that, it's NOT recommended to maintain this setting unless:

- There are more than 100 hierarchy versions. - Hierarchy cache tables consume too many DB space.

Enable TDH for dimension 1. Logon to BPC 10.0 Web Client. Enter ‘Planning and Consolidation Administration’ in Launch

pad of ‘Home’ page.

2. Select row of dimension ‘PRODUCT’.


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Edit structure of dimension ‘PRODUCT’ by clicking ‘Edit Structure’ on top of dimension list.

3. Select checkbox of ‘Time dependent Hierarchy’ to enable TDH for this dimension.

A dialog box will pop up as below, Click ‘OK’.

Then click ‘Save’ to save the change of dimension structure. An initial TDH version has been created with range ‘1000-01-01 – 9999-12-31’.


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A dimension which is Time dependent Hierarchy enabled can’t revert to Time dependent Hierarchy disabled.

Every dimension except ‘T’ type dimension can enable Time dependent Hierarchy.

4. (Optional) Check in background to find what happens In ABAP Workbench, Transaction code ‘RSA1’ -> Select ‘Modeling’ -> Select ‘InfoProvider’ -> Expand Environment -> Right click dimension ‘PRODUCT’ -> Select ‘Display’ -> Select ‘Hierarchy’ in right panel, The Hierarchy has been set to Time dependent for entire hierarchy.

Create and maintain TDH version 1. Open ‘Edit Member’ of dimension PRODUCT. The initial TDH version is displayed in left-up of

page.


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2. Change the member view from List to Hierarchy in the right top dropdown box. Expand member hierarchy tree.

3. Click ‘Create Version’ to create a new TDH version.


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4. Select the segmentation date to start a new TDH version, and then click ‘Create’ to finish the Version creation.

Reference Version means what hierarchy you will use as reference to initialize the hierarchy of new created TDH version.

When you select 1st Jan 2013 as the start date of new version, then you select reference version of ‘1000-01-01 – 9999-12-31’, Then after new version is created, the hierarchy structure of ‘2013-01-01 – 9999-12-31’ is initialized as the same of original structure of ‘1000-01-01 – 9999-12-31’. The structure of ‘1000-01-01 – 2012-12-31’ remains as before.

You can also delete an existing TDH version by clicking ‘Delete version’ next to ‘Create Version’ and then decide to which hierarchy (previous/next hierarchy) you will adjust the deleted time range by select ‘Select the version to combine’.

5. Save and Process the change by clicking ‘Save’. The warning messages show you need to save the change and process the dimension.


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Click ‘Save and Process’, wait until the dimension is processed successfully.

6. Select the date range in date dropdown select box to maintain hierarchy. Expand the hierarchy tree of members, reorganize the hierarchy of members by drag and drop the member to appropriate position. Adjust the member sequence by selecting member and then using ‘Move up’ and ‘Move down’ function nearby date range select box.

7. Save and Process the change. After C600S and C601S is moved under children of SPORTS, save and process the dimension by clicking ‘Save and Process’.


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8. Switch the TDH version to check the member hierarchy of different TDH version.

9. (Optional) Check in background to find what happens.

In ABAP Workbench, Transaction code ‘RSA1’ -> Select ‘Modeling’ -> Select ‘InfoProvider’ -> Expand Environment -> Expand dimension ‘PRODUCT’-> Double click ‘PRODUCT(Hierarchies)’, The Hierarchies are organized by date range and Hierarchies id.

Double click one of hierarchies, the hierarchy tree is displayed, which is same as what we see in web administration.


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Use Data Manager to import TDH related master data BPC Data Manager add a new process chain to manage TDH version, also the existing data management package in Data Manager also add the key date parameter to support TDH related master data manipulation. Following below steps, we will find how it works to import TDH related master data to BPC dimension.

Create package to manage TDH version 1. Logon to Excel client.

From Home page of web Client, select ‘EPM Office Add-in Excel’ in Launch panel. Select the model and connect.

Switch to ‘Data Manager’ ribbon. And open ‘Organize package list’ windows.


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2. Add package in ‘Data Management’ group by right click in black area of package list.

3. Input the field of package, then click ‘Select’ to select the Process Chain for this package.


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4. Select process chain ‘/CPMB/MANAGE_TDH_VERSION’ of Category ‘Data Collection’ as package process chain. Click ‘OK’.

5. Click ‘Add’ to finish the adding package. The package shows in list of ‘Data Management’.

6. Close ‘Organize Package List’ Dialog by clicking ‘Close’ button.


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Create package link to import master data with new TDH version 1. Open ‘Organize package list’ windows under dropdown list of ‘Organize’ of ‘Data Manager’

ribbon.

2. Add package link of importing TDH data by click ‘Package Link’ in top left of ‘Organize

Package Link’ dialog.

3. Input field of package list.

4. Add task 1 ‘Create TDH version’ by click ‘Add task’.


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Input task name and description, Select package ‘Manage TDH version’, which is created in chapter 5.1, in ‘Data Management’ group as the package of this task. Then click ‘OK’.

5. Add task2 ‘Load Master Data with TDH hierarchy version’. Input task name and description, Select package ‘Import Master Data Attrb and Hier Flat File’ in ‘Data Management’ group as the package of this task. Then click ‘OK’.

.


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6. Save the package link and close the dialog.

Run package link to import master data 1. Open ‘Run Package Link’ under ‘Data Manager’ ribbon.


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2. Select package link ‘Load master data with TDH hierarchy version’, which we create at chapter 5.2, and click ‘Run’.

3. Set prompt for first task ‘Create TDH version’. Select the row of first task, click ‘Set prompt’


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4. Set value of package parameters.

Select ‘PRODUCT’ as dimension to manage its TDH versions. Select ‘Create version on hierarchies’ to add a new TDH version. Select 5/1/2013 as the start date of new version. Select Reference version as the initial hierarchy of new version. After all are set, Click ‘Finish’.

You can also delete an existing TDH version by selecting ‘Delete version on hierarchies’ and then decide to which hierarchy you will adjust the deleted time range by select one of ‘Combine option’.


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5. Set prompt for second task ‘Load Master Data with TDH hierarchy version’. Select second task, click ‘Set prompt’. Select ‘Browse’ to select the import file which contains master data flat file.

6. Select file ‘PRODUCT.csv’ under server folder DATAFILES, Then click ‘Open’. The file has been uploaded to Server folders before we run the package link.

To find csv files, please switch the file type from ‘Data file(*.txt)’ to ‘All files(“.”)’


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7. Preview the data in flat file by Click ‘Preview’.

From the selected rows of preview, we find C100 is reorganized as child of SPORTS, also a new child C602S is added under SPORTS.

8. Click ‘Cancel’ to leave the preview dialog.


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9. Click ‘Next’ to select transformation file.

10. Click ‘Browse’ to select transformation in server TRANFORMATION folder.

Select ‘Transformation for PRODUCT.xls’, then click ‘Open’. The transformation file is created in Transformation server folder before we run package link.


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11. Preview transformation files by clicking ‘Preview’.

We can find the details of transformation rules as below:

Click ‘Cancel’ to leave the preview dialog.


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12. Click ‘Next’ to enter the dialog of selecting dimension information in which we want to import data. Select ‘PRODUCT’ as dimension. Select ‘Fixed Date’ under category ‘Key Date’, then select a date like ‘5/3/2013’ as the point-in-time of importing TDH version.

The importing TDH hierarchy will update to the version what the selected date located in. When ‘5/3/2013’ is selected, the hierarchy of date range ‘2013-05-03 – 9999-99-99’ will be updated.

We can also update the master data of an existing TDH version by selecting ‘Range List’ under category ‘By version’ and then selecting the date range which we want to update.


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13. Select hierarchy update mode. Click ‘Next’, Select ‘Update Hierarchy’, and then click ‘Finish’ the parameters setting of second task.

14. After parameters of all tasks are set, Click ‘Next’ to run package link. Select ‘Run’ and click ‘Finish’.


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Popup dialog shows the package link is running.

15. View status of running result by clicking ‘View Status’.

16. Refresh status by clicking ‘Refresh’ or checking the box of ‘Refresh Status Every 5 seconds’ until the status shows succeed.


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17. Open dimension in web Administration client to check if the master data has been imported successfully. Reopen the members of dimension PRODUCT, change to Hierarchy view, Dropdown the selection box of TDH data range list, the new date range ‘2013-05-01 – 9999-12-31’ has been created successfully.

Expand the hierarchy tree of date range ‘2013-05-01 – 9999-12-31’, members C100 and C602S have been added as children of SPORTS.


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Switch to date range ‘2013-01-01 – 2013-04-30’, member C100 still remains as child of SEDAN, C602S is added as a root member.

Create report and input form with TDH enabled dimension Create web report and input form with TDH enabled dimension

1. Create new input form by clicking ‘New Input Form’ in the Create panel of Home page.


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2. Change the model to ‘Planning’ which contains the TDH-enabled dimension ‘PRODUCT’.

3. Change key date to ’01.04.2013’, which locates in the date range of ‘2013-01-01 – 2013-04-30’.

The default key date is ‘Current date’ when creating report or input.


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4. Build report, Change dimension context members. Drag and drop dimension TIME as column axis. Drag and drop dimension PRODUCT as row axis.

Select children of ‘2013.Q1’ as TIME members. Select children of ‘SEDAN’, ‘SPORT’ and ‘C602S’ as PRODUCT members.


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The dimension hierarchy tree in member selector is always consistent with the hierarchy under selected key date.

The input form is built as below. ‘C602S’ is a root member which doesn’t belong to the children of any members. ‘C100’ is still the child of member ‘SEDAN’. ‘C600S’ and ‘C601S’ have been the children of member ‘SPORTS’ compared to the hierarchy in date range ‘1000-01-01 -2012-12-31’.


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5. Finish editing report, input and save data. Click ‘Finish Editing’, and then input sales data into cells.

Click ‘Save Data’ to save the data into model. The report is refreshed automatically after the data are saved.


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6. Change the key data of report into the range of ‘1000-01-01 – 2012-12-31’. Here we change to 30.12.2012.

7. Refresh report to find the change. Click ‘Refresh’, the hierarchy of dimension PRODUCT has adjusted to the hierarchy of ‘1000-01-01 – 2012-12-31’. ‘C600S’ and ‘C601S’ become the children of member ‘SEDAN’. Also, the sales data of parent members ‘SEDAN’ and ‘SPORTS’ are updated according to their respective children.


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8. Change the key data of report into the range of ‘2013-05-01 – 9999-12-31’.

Here we change to 02.05.2013.

9. Refresh report to find the change. Click ‘Refresh’, the hierarchy of dimension PRODUCT has adjusted to the hierarchy of ‘2013-05-01 – 9999-12-31’. ‘C100’, ‘C600S’ and ‘C601S’ become the children of member ‘SPORTS’. The sales data of ‘SPORTS’ is aggregated by not only ‘R600’ but also ‘C100’, ‘C600S’ and ‘C601S’. Also the sales data of ‘SEDAN’ is updated.


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Create axis shared report with TDH enabled dimension in Excel Add-in. 1. Logon Excel Add-in.

From Home page of web Client, select ‘EPM Office Add-in Excel’ in Launch panel. Select the model and connect.

After logon successfully, click ‘EPM’ ribbon, the key date is displayed in the beginning of ‘EPM Context’ panel.

When logon the model for the first time, the key date in EPM Context is initialized as Current Date.

When logon the model again, the key date in EMP Context is initialized as the same key date when logoff last time.

2. Set ‘Sheet Options’. Select ‘Options’ under EPM ribbon, select ‘Sheet Options’ to set sheet options.


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Set sheet option as below. Then click ‘OK’ to finish the setting.

3. Adjust dimension context in EPM Context panel except dimension TIME and PRODUCT.


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4. Create first report with key date set to ‘1000-01-01 -2012-12-31’. Click ‘New Report’ under EPM ribbon, report editor is opened. Rename the name of report to ‘Sales data with key date 12/31/2012’, change the key date to 12/31/2012 which locates in date range of ‘1000-01-01 -2012-12-31’. Drag and drop dimension TIME to column axis. Drag and drop dimension PRODUCT to row axis.

Right click TIME in column axis, select ‘Select Dimension Members’ to open member selector. Select ‘Context’ in ‘Selected members’ panel, then click left arrow to remove the default context from ‘Selected members’ panel. Select ‘2013.Q1’ from ‘Dimension Member’ panel of member selector, select ‘Member and Children’ in dropdown list of panel ‘Selection Relationship’ as member formula, then click right arrow to add to ‘Selected members’. Then click ‘OK’ to finish the TIME member selection.


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Right click PRODUCT in row axis, select ‘Select Dimension Members’ to open member selector. Select ‘Context’ in ‘Selected members’ panel, then click left arrow to remove the default context from ‘Selected members’ panel. Select ‘SEDAN’ and ‘SPORTS’ from ‘Dimension Member’ panel of member selector, select ‘Member only’ in dropdown list of panel ‘Selection Relationship’ as member formula, then click right arrow to add to ‘Selected members’. Then click ‘OK’ to finish the PRODUCT member selection.

Then the report shows as below, the sales data is same as shown in web report of chapter 6.1.

5. Create second report with key date set to ‘2013-01-01 – 2013-04-30’. Click ‘New Report’ under EPM ribbon, report editor is opened. Rename the name of report to ‘Sales data with key date 4/1/2013’, change the key date to 12/31/2012 which locates in date range of ‘2013-01-01 – 2013-04-30’. Drag and drop dimension PRODUCT to row axis. Right click PRODUCT in row axis, select ‘Select Dimension Members’ to open member selector. Select ‘Context’ in ‘Selected members’ panel, then click left arrow to remove the default context from ‘Selected members’ panel.


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Select ‘SEDAN’ and ‘SPORTS’ from ‘Dimension Member’ panel of member selector, select ‘Member only’ in dropdown list of panel ‘Selection Relationship’ as member formula, then click right arrow to add to ‘Selected members’. Then click ‘OK’ to finish the PRODUCT member selection. In row column area, select report ‘Sales data with key date 12/31/2012’ in dropdown list as the column axis of second report, which means the two report has the shared column.

Then column axis will change as below.


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Click ‘OK’ to finish the second report. Then the report shows as below, Row 2 and 3 shows the sales data of key date 12/31/2012. Row 4 and 5 shows the sales data of key date 4/1/2013.

6. Create third report with key date set to ‘2013-05-01 – 9999-12-31’. Click ‘New Report’ under EPM ribbon, report editor is opened. Rename the name of report to ‘Sales data with key date 5/31/2013’, change the key date to 12/31/2012 which locates in date range of ‘2013-05-01 – 9999-12-31’. Drag and drop dimension PRODUCT to row axis. Right click PRODUCT in row axis, select ‘Select Dimension Members’ to open member selector. Select ‘Context’ in ‘Selected members’ panel, then click left arrow to remove the default context from ‘Selected members’ panel. Select ‘SEDAN’ and ‘SPORTS’ from ‘Dimension Member’ panel of member selector, select ‘Member only’ in dropdown list of panel ‘Selection Relationship’ as member formula, then click right arrow to add to ‘Selected members’. Then click ‘OK’ to finish the PRODUCT member selection. In row column area, select report ‘Sales data with key date 12/31/2012’ in dropdown list as the column axis of second report, which means the two report has the shared column. Click ‘OK’ to finish the second report.


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Then the report shows as below, Row 2~5 remains as before. Row 6 and 7 shows the sales data of key date 5/31/2013.

Different sales data with respective key date is same as shown in web report of chapter 6.1.

Click row members such as ‘SPORTS’, the EPM formula shown in ‘Formula bar’ displays which report this member belongs to.

Click member ‘SPORTS’ in row 7, the last parameter in formula shows this row belongs to report id ‘002’, which means the third report ‘Sales data with key date 5/31/2013’.


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7. Expand parent members to check detailed report. After double click PRODUCT members, the children of parent member are expanded according to different hierarchies under their respective key date, and the detailed report for this member is shown. Below is the report after three ‘SPORTS’ are all expanded. It clearly shows the hierarchies structure of ‘SPORTS’ under different key date and their respective sales data.

Member security behavior of TDH-enabled dimension

Data access profile is always defined with hierarchy version of 'Current date'. At run time, data security is always resolved with hierarchy version of 'Current date', no matter what key date is selected from reporting UI. It means when a member and its children is set to be denied in current date, these children will never shows in report with another selected key date even they are not any more this member’s children with this selected key date. In this document, the Current date is 5/5/2013.

Setting member access profile for TDH enabled dimension


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1. Set dimension PRODUCT as secured dimension In web administration page, edit model ‘Planning’, set dimension ‘PRODUCT’ as secured and save the change.

2. Create data access profile for PRODUCT. Expand category ‘Security’ in administration page, select ‘Data Access Profile’, and create new data access profile as below. SPORTS and descendants of SPORT are denied. All other Members are writable.


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3. Assign user to this data access profile. Add user to this data access profile by clicking ‘Add/Remove’.

After all these changes, save the data access profile.

Security behavior in report 1. Create a new web report following chapter 6.1

Change model to ‘Planning’. Set key date to be ‘5/31/2013’. Set ‘PRODUCT’ as column axis and ‘TIME’ as row axis. Select members of PRODUCT to be children of ‘SEDAN’, the others of report remain the same with chapter 6.1. Note that ‘SPORTS’ is disappeared, which is the same as we set in data access profile.


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After finish editing the report, the report shows as below, All the children of ‘SEDAN’ and their data are shown in report,

2. Change key date of report to 4/1/2013 and refresh report Set key date to be ‘4/1/2013’. The report shows as below. Note that members ‘C100’ is not shown although it is child of ‘SEDAN’ in key date ‘4/1/2012’. Cause in current date ‘5/5/2013’ ‘C100’ belongs to the children of denied member ‘SPORTS’. The value of ‘SEDAN’ still contains value of ‘C100’ although it is denied.

The transaction data of parent member isn’t impacted by the master data access setting of its children.


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3. Change key date of report to 12/31/2012 and refresh report

Members ‘C100’,’C600S’ and ‘C601S’ are not shown although they are children of ‘SEDAN’ in key date ‘12/31/2012’. Cause in current date ‘5/5/2013’ they are the children of ‘SPORTS’ which is denied. The value of ‘SEDAN’ updates while the visible children remain unchanged.


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APPENDIX

TDH supported components in BPC NW 10.0 SP09

Below we list the main components which support TDH functionality. BPC Administration

BPC Administration support the management of TDH which contains enable TDH, create/delete TDH version, manage TDH hierarchies in different versions and so on.

Reporting and input form Web report and input form support TDH. Excel report and input form support TDH. Excel report and input form support axis shared report with multiply key date in on

worksheet. Excel input form support writing back in one time for axis shared input form of multiply key

date. Data Manager

Data manager data loading support TDH function which contains managing TDH versions, import TDH enabled master data and so on.

Allocation and Logic Script package support TDH by adding the key date prompt. Default logic

Default logic support TDH when writeback calls the function, The key date is passed from input form to default logic.

Environment Backup and restore All versions of time dependent hierarchies can backup and restore together with master

data. Transport TDH enabled dimension

Time dependent hierarchy shall be able to be transported together with master data


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http://www.sap.com/solutions/sapbusinessobjects/large/enterprise-performance-management/customers/index.epx

http://www.sap.com/solutions/sapbusinessobjects/large/enterprise-performance-management/customers/index.epx

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http://scn.sap.com/community/epm/blog/2011/10/12/installation-options-for-business-objects-planning-and-consolidation-100-version-for-netweaver



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