sap-bpc410 en col96 fv part a4-bpc-10.0

BPC410SAP BusinessObjects Planning

and Consolidation, version for theMicrosoft Platform: Administration

SAP BusinessObjects - Financial Performance Management

Date

Training Center

Instructors

Education Website

Participant HandbookCourse Version: 96Course Duration: 3 Day(s)Material Number: 50106145

An SAP course - use it to learn, reference it for work

Copyright

Copyright 2011 SAP AG. All rights reserved.

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g2012110130

About This HandbookThis handbook is intended to complement the instructor-led presentation of thiscourse, and serve as a source of reference. It is not suitable for self-study.

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2011 2011 SAP AG. All rights reserved. iii

About This Handbook BPC410

Icons in Body TextThe following icons are used in this handbook.

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iv 2011 SAP AG. All rights reserved. 2011

Contents

Course Overview ......................................................... viiCourse Goals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiCourse Objectives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii

Unit 1: Introduction to SAP BusinessObjects Planning andConsolidation ............................................................... 1

Introducing the Benefits, the Interfaces, and the Components .. .3Introducing the Excel Interface of the EPM Add-In .. . . . . . . . . . . . . . 11Using The Web Client .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Implementing SAP BusinessObjects Planning and

Consolidation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Unit 2: Creating Structures ............................................ 75

Introducing the Delivered Content .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Working with Environments.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Maintaining Dimensions... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Maintaining Models .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117Changing Existing Structures ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133

Unit 3: Data Manager................................................... 143

Importing Flat Files .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144Using Data Manager Planning Functions ... . . . . . . . . . . . . . . . . . . . . .158Configuring Transformations ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .166Using Advanced Data Manager Features ... . . . . . . . . . . . . . . . . . . . . .182

Unit 4: Business Logic ................................................ 189

Using Worksheet formulas and EPM functions ... . . . . . . . . . . . . . .191Configuring Dimension Formulas ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203Running Logic in Real Time ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214Running Logic in Batch Mode ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .227Configuring Allocations ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .236Using Advanced Logic .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .249Using Business Rules for Planning ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . .259

Unit 5: Administration of Planning and Consolidation ........ 277

Maintaining Security .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .279Configuring Work Status ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .290Designing Processes ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .304Setting Up Journals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .329

2011 2011 SAP AG. All rights reserved. v

Contents BPC410

Creating Document Types for Web Access ... . . . . . . . . . . . . . . . . . . .343Setting Up and Using Audits .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .351Configuring Drill-Through ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .355Setting Up Automated Variance Analysis .. . . . . . . . . . . . . . . . . . . . . . .360

vi 2011 SAP AG. All rights reserved. 2011

Course OverviewThis is the administration course for SAP BusinessObjects Planning andConsolidation, version for Microsoft. In this course, you learn how to set up andmanage your Planning and Consolidation components as an administrator.

Target Audience

This course is intended for the following audiences:

Application Administrators

Application Consultants

Pre-Sales Consultants

Project Leaders

Project Team Members

All those who want to familiarize themselves with SAP BusinessObjectsPlanning and Consolidation, version for Microsoft

Course Prerequisites

Required Knowledge

Experience with financial applications and systems

Experience with Microsoft Excel

Recommended Knowledge

Planning experience

Course GoalsThis course will prepare you to:

Work as an SAP BusinessObjects Planning and Consolidation applicationadministrator

Course Objectives

After completing this course, you will be able to:

Execute reports and input forms from templates

Create structures in your environment

Use the Data Manager to process data

Work with business logic

2011 2011 SAP AG. All rights reserved. vii

Course Overview BPC410

Manage security settings

Configure work status

Design business process flows

Set up journals

Use variance analysis

viii 2011 SAP AG. All rights reserved. 2011

Unit 1Introduction to SAP BusinessObjects

Planning and Consolidation

Unit OverviewThis unit includes information about the components and features of SAPBusinessObjects Planning and Consolidation, the Excel interface of the EPMadd-in, and project implementation guidelines.

Unit ObjectivesAfter completing this unit, you will be able to:

Explain the key terms

Discuss the benefits of SAP BusinessObjects Planning and Consolidation

Describe the components

Identify the most important features of SAP BusinessObjects Planning andConsolidation

Create an EPM Add-in connection

Describe the features of the EPM Add-in ribbon

Define default values for dimensions with the EPM Context Bar

Build a simple report

Describe the Home tab

Use the built-in screens

Use the Library and Workspaces to organize your reports

Discuss the implementation process

Describe business requirements in general for the planning and consolidationapplication.

Unit ContentsLesson: Introducing the Benefits, the Interfaces, and the Components .. .3Lesson: Introducing the Excel Interface of the EPM Add-In .. . . . . . . . . . . . . . 11

Procedure: Connecting to a BW InfoProvider .. . . . . . . . . . . . . . . . . . . . . . . . . . 18Procedure: Enabling the EPM Add-In .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2011 2011 SAP AG. All rights reserved. 1

Nauman GhauriHighlight

Unit 1: Introduction to SAP BusinessObjects Planning and Consolidation BPC410

Exercise 1: Report and Plan in the Excel Interface of the EPMAdd-In .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Lesson: Using The Web Client.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Lesson: Implementing SAP BusinessObjects Planning andConsolidation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63


BPC410 Lesson: Introducing the Benefits, the Interfaces, and the Components

Lesson: Introducing the Benefits, the Interfaces, and theComponents

Lesson OverviewIn this lesson, you will learn about the benefits of SAP BusinessObjects Planningand Consolidation as well as the interfaces, the key terms, and components.

Lesson ObjectivesAfter completing this lesson, you will be able to:





Business ExampleYou are implementing the product and therefore need to familiarize yourself withthe key features, the interfaces, and the components.

The Key TermsIn this section, you will learn some of the key terms.

Key Terms

Term Definition

Dimensions Master data such as companies and accounts

Models Transaction data such as expense values andexchange rates

Environments Contains dimensions and models, forexample

BW SAP Business Information Warehouse

Properties Related fields such as currency

Dimension Members Example: Company C1000

Base Level Members Members with no children









Prior Versions versus 10.0 (1) Terms

Previous Term 10.0 Term

Applications Models

AppSets Environments

Owner Performer

DataSource Dimension Type Audit Trail Dimension Type

Group Dimension Type Scope Dimension Type

Live Reports Web Reports / Input Forms

Dynamic Hierarchy Editor Ownership Manager

Current View Context

Member Access Profile Data Access Profile

Apshell EnvironmentShell

Validations Controls

Note: The terms above apply to both platforms (listed below).

(1) SAP BusinessObjects Planning and Consolidation 10.0, version for SAPNetWeaver

(1) SAP BusinessObjects Planning and Consolidation 10.0, version for theMicrosoft platform

Planning and Consolidation is part of Enterprise Performance Management

Figure 1: SAP BusinessObjects Portfolio with SAP Applications





Nauman GhauriSticky NoteEPM is a part of Business process Platform.


Regardless of which interface is used for reporting, the data comes from onecentral database. From there, you can retrieve data into four possible interfaces.

The data is stored in InfoCubes for each model. The InfoCube is a star schemaand comprises a fact table and dimension tables.

Figure 2: SAP BusinessObjects Planning and Consolidation Architecture

The Excel Interface of the EPM add-in can be used to access data from multiplesources such as Planning and Consolidation and Profitability Cost Management,for example.

The data retrieval options are the same, regardless of the source. However,when used for the planning and consolidation application, additional features areavailable including data input and Data Manager, for example.

Data Manager is used to import data and run planning functions such as copy,delete, and move.







Figure 3: The Excel Interface of the EPM AddIn

Note: The term planning above refers to the spread, trend, and weightfunctions that are used to disaggregate planning data.

Workbook collection refers to the distribution and collection feature thatcan be used to distribute reports via e-mail, for example, or to collectplanning data entered in Excel templates.

The ease of use of SAP BusinessObjects Planning and Consolidation has alwaysbeen a key feature, along with the fact that data is stored in a central databaseand not in local spreadsheets.




Figure 4: The Value of Planning and Consolidation

Business process flows (BPFs) provide the customer with a web-based launchpad,guided navigation, e-mail, and visibility of process status. Business process flowscan be used to improve the coordination aspects of a process.

Actions that are Open have an Action Required of To Perform. An action canonly be performed if its preceding action is complete. That is why the PlanningFunctions action has the status Pending.

The action status can also be changed via the Actions button.


Nauman GhauriSticky NoteBUSINESS PROCESS FLOW


Figure 5: Process-Centric

Since it is easy to use, IT does not always need to be involved in the configurationof SAP BusinessObjects Planning and Consolidation.

Figure 6: Set Up by IT - Owned and Maintained by Business Users



The users Home workspace provides an easy to use Web interface.

Figure 7: The Home Workspace

The Home tab provides a very convenient entry point for SAP BusinessObjectsPlanning and Consolidation users, and includes the following components:

Start Page - includes links to create reports and launch the Excel interface ofthe EPM add-in, for example

Activities - activities the user is involved in

Process Monitor - includes the status of processes

Library - includes public and private reports, input forms, workspaces, anddashboards, for example

Documents - this is a central storage location for important attachments

Consolidation Central - the all-in-one interface for accountants

Consolidation Monitor - used to execute closing activities and monitorprogress

Controls Monitor - used to execute data validation and monitor the results

Journals - used to manage and create journal entries

Ownership Manager - used to manage ownership data













Lesson Summary

You should now be able to:









BPC410 Lesson: Introducing the Excel Interface of the EPM Add-In

Lesson: Introducing the Excel Interface of the EPMAdd-In

Lesson OverviewThis lesson shows you how to connect to the Excel Interface of the EPM Add-in,use the EPM Context Bar, set user options, and work with reports and inputschedules.






Business ExampleNow that your company or client has implemented SAP BusinessObjects Planningand Consolidation, you need to learn how to work with the new EPM Add-in.

Overview of the EPM Add-InIn this section, we will learn about the EPM Add-in and how to connect to it.

The EPM Add-in is an Office Add-in for Excel, Word, and PowerPoint.









The Excel Interface of the EPM Add-in has the following features.

EPM Data Retrieval

Create reports

Analyze data

Dynamic formatting

Calculations

Charts

Print and share

Integration

Planning and Consolidation Only

Data input

Planning functions

Distribution and Collection

Data manager

The Excel Interface of the EPM Add-in can be used for the entire EPM Suite:

SAP BusinessObjects Planning and Consolidation 10.0 MS - BusinessPlanning and Consolidation

SAP BusinessObjects Planning and Consolidation 10.0 NW - BusinessPlanning and Consolidation

BOFC - SAP BusinessObjects Financial Consolidation

SSM - SAP BusinessObjects Strategy Management

PCM - Profitability and Cost Management

FIM - Financial Information Management

Types of Connections

Planning and Consolidation

SAP BusinessObjects Business Intelligence (BI) platform

Local

To access a specific InfoCube or model with the Excel Interface of the EPMAdd-in, you need to use a connection for a specific data source and a report. TheConnections are managed in the Connections Manager dialog box.

Using a Planning and Consolidation connection, the EPM Add-in also enablesyou to enter data on SAP BusinessObjects Planning and Consolidation models.









Figure 8: Data Connectivity

Figure 9: Access SAP BusinessObjects Planning and Consolidation and BWData Simultaneously

You can use the EPM Add-in to read data from both SAP BusinessObjectsPlanning and Consolidation and a BW InfoProvider simultaneously.







Figure 10: Logging on from the EPM Tab

Logging on enables you to establish an initial connection between all theworkbooks (for one Excel instance) and an InfoCube or a Model.

When you log on, you select the initial connection for the workbooks. The Logondialog box proposes the default connection, if you have defined one.

If it is left blank, you can click the ellipsis button and either select a previouslydefined connection or create a connection in the Connection Manager. Theconnection you select will then be considered the active connection.

If you launch the EPM Add-in from Planning and Consolidation WebAdministration, you see connections for all the models for which you havesecurity.

Logging on to a connection

1. Use the Log on button to log on to a connection.

2. The EPM Logon dialog appears. Click the ellipsis button to select aconnection.

3. Select a Connection and click OK

4. Enter your user ID and password and click Logon. This dialog is bypassedwhen Single Sign On is configured.

5. As an option, you can set any connection as the default by highlighting theconnection and clicking Set as default.

Opening the Connection Manager




On the EPM tab, go to Log on

From Report Actions, go to Manage Connections

Go to EPM pane Active Connection Select Another Connection

Note: The EPM Pane will only display Select Another Connection onceyou have established a connection.

If you need another connection, you can create one in the Connection Manager.There are various ways to call the Connection Manager. When you open Excelwith the EPM Add-in, you can call the Connection Manager by clicking the Logon button on the EPM tab and then clicking the ellipsis button.

You can also call Connection Manager by selecting EPM Report Actions Manage Connections.

Additionally, once you have established a connection, you can Select AnotherConnection from the Active Connection dropdown list of the EPM pane.

The Active Connection is the connection for all the workbooks. Then, at any time,you can select another connection that will become the active connection for thecurrent sheet. The Active Connection is used by default when a new report is built.

Figure 11: Creating an SAP BusinessObjects Planning and ConsolidationConnection from the Excel Interface of the EPM add-in




Figure 12: Generating a Connection Name

Figure 13: Access the EPM - Connection Manager from the Web Client

Local connections are .oqy files. These connections can be stored on your machineor another machine on the network.



Figure 14: Connecting to a BW InfoProvider



Connecting to a BW InfoProvider

1. In the EPM Connection Manager, choose Create

2. From the Create Connection window, choose Local. Then, from the LocalConnections dropdown, select SAP BW OLE DB Provider. Then chooseConnect.

3. In the window, enter your system credentials and then choose Next.

4. In the EPM-Logon window, enter your user name and password andchoose Log on.

5. In the Create New OLE DB Data Source window, choose $INFOCUBEand choose Finish.

6. In the Create Connection window, choose the BW InfoProvider from theSelect the cube/model that contains the data you want dropdown box andthen choose OK

7. In the Browse for Folder window, select the folder where you would like tosave this local connection and choose OK




Enabling the EPM Add-InUse

If the Excel Interface of the EPM Add-in has been disabled, you can enable itby following the steps below:

Procedure

1. In Microsoft Office Excel 2007, choose the Office button, then choose theExcel Options button.

2. In the Excel Options window, choose Add-ins.

3. Choose Disabled Items from the Manage drop-down menu and choose theGo button.

4. In the Disabled Items window, choose the SAP BusinessObjects EPMSolutions, Add-in for Microsoft Office and choose the Enable button.

5. Choose the Close button.

The EPM RibbonIn this section, you will learn how to use the EPM Add-In Ribbon.

Figure 15: EPM Add-In Ribbon




The EPM Add-in for Microsoft Office contains an EPM tab with a ribbon. TheEPM tab is the main entry point to perform reporting and data input actions.Depending on the Microsoft Office application (Excel, Work, PowerPoint), theEPM tab does not contain all the same commands.

Note: When installing the EPM Add-in, you specify the applications youuse. For example, if you specified you would use Financial Consolidation,the Data Input group in the ribbon is not displayed since it is not relevantfor this application. If you want to use Planning and Consolidationlater on, you can display the commands that are related to Planning andConsolidation.

When positioning your cursor on a command in the EPM tab, a tooltip appears,explaining the command.

You can customize the ribbon. To display or hide the commands or group ofcommands in the ribbon, select EPM Options Command Display Options

Figure 16: EPM - Command Display Options

Depending on the connection type of the selected report, and the related featuresthat are available, interface items are hidden or shown. Here, you define whatinterface items to hide or show. Your selections have priority over the visibilitysettings determined by the connection.




Connection Group

Log on/off- Connect or disconnect the connections of the Workbook

Reports Group

Open - Open reports or input forms from Local folder or Server folder

Save - Save reports or input forms from Local folder or Server folder

Edit Report - Call up the EPM Report Editor

New Report - Create a new report on the active connection

Report Actions - Delete, copy or paste reports and manage connections

View Formats - Open or close the EPM Formatting Sheet

Refresh - Refresh the current worksheet.

The data analysis group contains the following four options:

Data Analysis Group

Expand - Expand the selected member

Collapse - Collapse the parent of the selected member

Keep - Keep only the selected members

Exclude - Exclude the selected member

Undo

Back: Undo up to the five most recent activities including:

Expand (Excel only)

Collapse (Excel only)

Keep member (Excel only)

Exclude Member (Excel only)

Member Recognition

Row and column axes switch

EPM pane changes

Report Editor changes

Member Selector changes

Data refresh

Note: The Back navigation action will be available on a spreadsheetuntil you do something else on the same spreadsheet using Excel,or another EPM Add-in operation on any spreadsheet. Its purposeis to let you immediately back out of a navigational action, layoutchange, or refresh of the cube that was done in error or gave youundesirable results.




Data Input

Save data - Save, refresh, and validate data. Change work status.

Comments - Add and find comments

Planning - Spread trend and weight functions

Journals - Launch the journals workspace

Collaboration

Book publication - Publish precalculated workbooks to the web

Distribution - Distribution and collection functions

Portal publication - Publish to a BI launchpad

Tools

Drill through - Drill through to BW, ECC, or a Web site

Quick links - Manage data, member, and report links

Offline mode - Set the current workbook to offline

Insert function - Launch the Excel Insert Function dialog box

Options - Open the sheet, user, context, and command display options

More - Freeze data refresh, access member properties, and so on

Help

About the EPM Add-in

Access the Planning and Consolidation online help

The EPM Context Bar and the EPM PaneIn this section, you will learn how to move, resize, and hide EPM Context andEPM Panes.




Figure 17: EPM Context and EPM Panes

The first time you use the EPM Add-in, you must click the Show Pane & Contextbutton on the EPM Ribbon to see the EPM Context Bar and EPM Pane. Bydefault, the EPM Context bar is displayed horizontally, below the ribbon. TheEPM pane is displayed vertically on the right side of the window by default.

To move the EPM Pane or the EPM Context Bar:

Use drag and drop or

Click the dropdown arrow in the header and click Move. Then, move thecursor to the new position for the pane and click.

To re-size the EPM Pane or the EPM Context Bar:

Move a corner by dragging and dropping or

Click the dropdown arrow in the header, click Size, move the cursor for thenew size of the pane and click the pane corner

To close the EPM Pane or the EPM Context Bar:

Click the x in the corner of the pane.

Click the dropdown arrow in the header, and click Close.

To re-dock the EPM Pane or EPM Context Bar to their original position,double-click the Panes header.




To hide the EPM Pane or the EPM Context Bar:

On the EPM Ribbon Tools group, select the Options User Options. Go tothe Others tab, and deselect the Display EPM Context Bar and Display EPMPane checkboxes in the lower right-hand corner.

Use the toggle button Show Pane & Context in the EPM Ribbon. (This willshow or hide both panes.)

Note: The Show Pane & Context toggle button will only work if you haveyour User Options set to display these panes.

The EPM Context BarIn this section, you will learn about the features of the EPM Context Bar.

The EPM - Context Includes:

The dimensions that are included in the current InfoCube / Model.

The members that are used in the current display of an online report

The saved members in an offline report

Figure 18: The EPM Context

The context defines, for each dimension of a selected cube/model, a membercorresponding to the default member to be applied. Dimension members that areselected in the axes of a report override the members selected in the EPM contextand subsequent context pane changes will not be used to select data. Therefore, itmight be prudent to hide or lock the dimension.




Figure 19: EPM Context Lock tab

Figure 20: Locked Dimensions are Grayed Out

On the Context Lock tab, you can select, hide, or lock members for the EPMContext Bar. You can define this at the worksheet and at the workbook level. Tolock a dimension on a workbook or worksheet, go to the EPM Ribbon and selectOptions Context Options.

In the Context Lock tab, select the level from the Context Level drop-down menu(workbook or worksheet), then click the member hyperlink of the dimension youare locking to open the Member Selector. Then, select the member you wish tolock the dimension with.

The Lock checkbox is automatically checked for the dimension.

If you set the member at the workbook level, this affects all worksheets in theworkbook.




Figure 21: Member Selection: The Report's EPM Pane Takes PrecedenceOver the EPM Context

You can also set a filter for a dimension by using the Page Axis in the EPM Pane.

Caution: The members selected on the axes of a report override themembers selected in the context.

For this reason, you may consider hiding the dimensions if you choose to filterthem in the Page Axis.




Figure 22: The EPM - Context With Category Hidden

Figure 23: The Context Display Tab

Here, you define the EPM Context Bar options. The list of dimensions changesfrom one worksheet to another. In the Context Display tab, you define the displayof the EPM Context Bar.




You can specify display settings for the context by selecting EPM Options Context Options.

The following options are available on the Context Display Options tab:

Hiding Dimensions: You can decide not to display a dimension in the EPMContext bar by selecting the Hide checkbox. This checkbox is available onboth the Context Display and Context Lock tabs. This is helpful if you havelocked a dimension on the worksheet or if you decide to filter using the PageAxis and want to hide it from the EPM Context bar.

Dimension and Member Name Display: The name of the dimension andthe name of the member are displayed in the EPM Context bar by default. Ifyou prefer to only show the member name, and not the dimension name, youcan uncheck the Show Dimension Name option.

Dimension Color: Colors are displayed by default in the EPM Context bar.You can choose not to display the colors by unchecking the Show DimensionColor option. Additionally, you can define the colors you want by clickingthe colored area in the Color column and selecting a color from the palette.

Dimension Order: You can modify the default order of the dimensions asthey appear in the EPM Context bar by selecting a dimension and clickingthe Up or Down button.

The EPM PaneSAP BusinessObjects EPM solutions 10.0, Add-in for Microsoft Office (the EPMAdd-in) provides multiple ways to create a new report including:

EPM Report Editor

Entering members directly in a sheet

EPM Pane Report creation using copy and paste.

Drag and Drop

This section will show how to create a report using the EPM Pane.




Figure 24: EPM Pane

The EPM Pane is a graphic user-interface for defining a report. For all three reportbuilding options, any dimension member not specified in the report definition willbe derived from the EPM Member Selector.

In the Current Report area of the pane, you can drag and drop one or severaldimensions to the following sections to create a report

Page Axis (Optional)

Row Axis

Column Axis

As soon as you drag and drop at least one dimension in the row axis and onedimension in the column axis, the report with the selected dimension is displayedin the worksheet. However, this only occurs if the Defer Layout Update option isnot checked,

If you select the Defer Layout Update option, the Update button is enabled,which will prevent the report layout from being updated automatically each timea change to the axes section is made.

This can help improve performance when you are accessing a large amount ofdata. This will allow you to quickly add, move, and remove dimensions fromthe dimensions section to the axes sections. Then you can select Update whenyou are finished.




By default, the member taken into account for a dimension is the one defined inthe context, with theMember and Children relationship. Once a dimension hasbeen added to an axis section, you can select another member for the dimension byclicking the dimension name that appears as a link. TheMember Selector opensand you can select the member you want.

When placing several dimensions on one axis, you can reorder the dimensions byselecting a dimension row (click to the right of the dimension link, not the linkitself) and dragging and dropping it. This can also be accomplished by selecting adimension, and using the dropdown.

EPM Pane: Drag & Drop to Spreadsheet: You can also use the EPM Paneto build a report by dragging the dimensions from the Current Report area tothe Excel spreadsheet.

Figure 25: Highlight Report

The Highlight Current Report option will color code the report based on the page,row, and column axis and current connection to the EPM solution. This optionwill be extremely useful for those worksheets that are complex with reports frommultiple data sources.




Figure 26: Select other members

In this section you will learn how to create reports using drag and drop.




Exercise 1: Report and Plan in the ExcelInterface of the EPM Add-In

Exercise ObjectivesAfter completing this exercise, you will be able to:

Connect to the Excel interface of the EPM add-in

Use delivered templates

Configure user options

Create a template using drag and drop

Save templates

Use input schedules

Business ExampleYou need to use the EPM add-in to run some delivered reports, create your ownreports, and enter some transaction data.

Task 1:Create a connection and configure your user options.

1. Create a connection to the Expense model for your assigned environment.

Open the native Excel, go to the EPM ribbon and log on.

For NetWeaver, create a connection to the server with URL:http://wdflbmt7122.wdf.sap.corp:54080/sap/bpc/ (no dashes). Let the systemgenerate the connection name.

For MIcrosoft, create a connection to the server with URL:http://wdflbmt7121:1080/sap/bpc/ (no dashes). Let the system generate theconnection name.

Your environment will depend on which class you are in:

Class Environment

BPC410 BPC410_SMASTER

BPC420 BPC420_##

BPC430 BPC430_##

BPC440 BPC440_##

Continued on next page




2. Define your user settings to display the EPM context bar and the EPM pane.

Hint: You may need to use the right arrow to scroll the EPM ribbonto the right.

Note: If the EPM Context and Pane disappear, choose EPMWorksheet under Options Sheet Options.

3. Deactivate the display of dimension color.

Note: If the EPM Context and Pane disappear, select EPMWorksheet under Options Sheet Options.

4. Set your context members as shown below.

Dimension Member ID - Description

P_ACCOUNT PL400 - Indirect Expenses

P_CATEGORY Plan - Plan

P_CCOST DIRECT - Direct

P_CURR LC - Local Currency

P_TIME 2011.TOTAL - 2011 Total

MEASURES PERIODIC - Periodic

Note: Measure is a dimension provided by the system that allowsyou to view period vs. cumulative data.

5. Practice the list vs. hierarchy display as well as filtering in the P_Accountmember selector for the Calc Member Flag property.

To Practice Do This

The List vs.Hierarchy display

Choose the down arrow next to the field and select List

Member Filteringby Properties 1. Select the filter icon to display members based

on their Calc Member Flag property.

2. To deactivate the filter, choose the red X.





Task 2:Use a delivered template to analyze data, modify the context member selections,and practice the drill down and back options to view the data at the level of detailyou need.

1. Open the Dynamic Report with Nested Rows to view the data for indirectexpenses.

2. Drill down to the months for Q1. Then use the Back option in theUndo panel.

Hint: You may need to use the left arrow to scroll the EPM ribbonto the left in the next step.

3. Swap the axis.

Task 3:Create a report via drag and drop, then save it to the company folder for later use.

1. In the Expense model, create a new workbook and use drag and drop to builda report with account by entity in the rows and time in the columns.

2. Define the P_ACCOUNT members as base members for the net incomeparent.

Hint: You may need to maximize your screen.

3. Hide the empty rows.

4. Restrict the time members to Base Level for 2011 and the entity members toMember and Children for the TOTAL ID.

5. Save the report as the Account by Entity Trend ## in the Company REPORTSfolder.

Task 4:Change the Account by Entity Trend ## report so you can input budget data.

1. Switch your P_CATEGORY context to Budget and deactivate suppression.

2. Switch the report to an input form and set the Keep Formula on Data optionso that your formulas are not overridden.

3. Select Consulting for the rows.

4. Enter the following data for January 2011:





Account Amount

Personnel Cost 25,000

Travel and Entertainment 2,000

Advertising and Promotion 500

5. Use cell formulas to add 5% for February to December and save the datato the database.

6. Confirm that your formulas were not overwritten.

7. Save your input template to the Input Schedules folder for the companyas Account by Entity Input.

8. Close Excel




Solution 1: Report and Plan in the ExcelInterface of the EPM Add-In

Task 1:Create a connection and configure your user options.

1. Create a connection to the Expense model for your assigned environment.

Open the native Excel, go to the EPM ribbon and log on.

For NetWeaver, create a connection to the server with URL:http://wdflbmt7122.wdf.sap.corp:54080/sap/bpc/ (no dashes). Let the systemgenerate the connection name.

For MIcrosoft, create a connection to the server with URL:http://wdflbmt7121:1080/sap/bpc/ (no dashes). Let the system generate theconnection name.

Your environment will depend on which class you are in:

Class Environment

BPC410 BPC410_SMASTER

BPC420 BPC420_##

BPC430 BPC430_##

BPC440 BPC440_##

a) From your remote desktop, open the Start menu and choose Programs Microsoft Office Microsoft Office Excel 2007.

Excel opens and displays a new worksheet.

b) Choose the EPM tab, then choose Log On.

The EPM - Logon dialog box is displayed.

c) Next to the Connection field, choose the Ellipsis (...) button.

The EPM - Connection Manager opens.

d) Choose Create.

Caution: If you are in the BPC410 class, select the Version forthe Microsoft Platform type.

Use Server URL http://wd-flbmt7121:1080/sap/bpc/.





e) In the Server URL field, enter http://wd-flbmt7122.wdf.sap.corp:54080/sap/bpc/ (nodashes) as shown below.

Figure 27: Create Connection

f) Choose Connect.

g) If prompted, enter your user ID and password to create the connection.

User ID Password

BPC-## training

h) Choose Logon.

Environments and models are loaded.

i) Use the dropdown box to select your environment and model.

Environment Model

Your assigned environment Expense

j) Choose Generate Connection Name.

The system generates a connection name made up of the model IDand environment ID.

k) Choose OK twice.

l) If prompted, enter your user ID and password to access yourenvironment and model.





User ID Password

BPC-## training

m) Choose Logon.

The EPM pane appears on the right.

2. Define your user settings to display the EPM context bar and the EPM pane.

Hint: You may need to use the right arrow to scroll the EPM ribbonto the right.

Note: If the EPM Context and Pane disappear, choose EPMWorksheet under Options Sheet Options.

a) Choose Options User Options...

Figure 28: Options

b) Choose the Others tab.





Figure 29: Options - User Options

c) ConfirmDisplay EPM Context Bar andDisplay EPM Pane are selected.

d) Choose OK.

e) Click on Show Pane and Context.

The EPM Context and EPM pane both disappear.

f) Click on Show Pane and Context again.

The EPM Context and EPM pane both reappear.





3. Deactivate the display of dimension color.

Note: If the EPM Context and Pane disappear, select EPMWorksheet under Options Sheet Options.

a) Choose Options Context options.

b) Deselect Show Dimension Color as shown below.

Figure 30: EPM - Context Options

c) Choose OK.

4. Set your context members as shown below.

Dimension Member ID - Description

P_ACCOUNT PL400 - Indirect Expenses

P_CATEGORY Plan - Plan

P_CCOST DIRECT - Direct

P_CURR LC - Local Currency

P_TIME 2011.TOTAL - 2011 Total

MEASURES PERIODIC - Periodic

Note: Measure is a dimension provided by the system that allowsyou to view period vs. cumulative data.

a) Click in the EPM Context field for P_ACCOUNT, and choose SelectOther Members... from the dropdown list.





The EPM - Member Selector opens.

b) Under Select member names to display (blue box to the left of thedropdown), select Description from the dropdown list.

Hint: You may need to maximize your screen to see the OKbutton in the next step.

Figure 31: EPM - Member Selector

c) Expand the nodes and choose Indirect Expenses. (You will find thisunder Net Income -> Operating Income). Choose OK.

Your context is now set to Indirect Expenses.

d) Use the same method to select your remaining context members asshown below.

Figure 32: Ribbon with Context





5. Practice the list vs. hierarchy display as well as filtering in the P_Accountmember selector for the Calc Member Flag property.

To Practice Do This

The List vs.Hierarchy display

Choose the down arrow next to the field and select List

Member Filteringby Properties 1. Select the filter icon to display members based

on their Calc Member Flag property.

2. To deactivate the filter, choose the red X.

a) In the EPM context field for P_Account, choose Select Other Members...

The EPM - Member Selector is displayed.

b) Select the dropdown box next to Hierarchy and choose List.

The accounts are now displayed as list not as a hierarchy.

c) Choose Filter and for the Property choose Calc member flag, forthe Operator choose = and for the Values choose Y as shown below:

Figure 33: Select Other Members

Under the Dimension Members you can see the parent account memberswhose values are calculated.

d) Choose Cancel to close the EPM - Member Selector.





Task 2:Use a delivered template to analyze data, modify the context member selections,and practice the drill down and back options to view the data at the level of detailyou need.

1. Open the Dynamic Report with Nested Rows to view the data for indirectexpenses.

a) In the EPM ribbon, select Open Open Server Root Folder...

Figure 34: Open Server Root Folder

The Open dialog box is displayed.

b) On the left of the dialog box, choose Company(Public) Reports Templates.

c) Select DYNAMIC REPORT WITH NESTED ROWS.





Figure 35: Open Dynamic Template

d) Choose Open and after report runs choose Refresh from the EPMRibbon

Figure 36: Dynamic Template Results

The report opens and displays the most recent data.





2. Drill down to the months for Q1. Then use the Back option in theUndo panel.

Hint: You may need to use the left arrow to scroll the EPM ribbonto the left in the next step.

a) Double-click Q1 2011 to drill down to monthly data.

Figure 37: Drill Down to Months

b) In the Undo panel, choose Back.

3. Swap the axis.

a) On the lower right, next to Column Axis, select Switch Axis.

Now time is in the rows and accounts are in the columns.

b) Choose Back.





Task 3:Create a report via drag and drop, then save it to the company folder for later use.

1. In the Expense model, create a new workbook and use drag and drop to builda report with account by entity in the rows and time in the columns.

a) Choose the Office Button New.

The Template dialog box opens.

b) Choose Create or OK.

c) From the EPM Pane, copy the dimensions to the cells specified belowby drag and drop.

Dimension Cell

P_COST B4

P_ACCOUNT C4

P_TIME D3

Figure 38: Drag and Drop Initial Result

You have created a new report. The row and column axis can be seenon the lower right.

2. Define the P_ACCOUNT members as base members for the net incomeparent.

Hint: You may need to maximize your screen.

a) On the lower right on the Row axis, click P_ACCOUNT (in bluehypertext).


b) Select the Net Income parent by placing a checkbox to the left of themember.

c) In Selection Relationship on the lower left, select Base Level.

d) Choose the right arrow to move the selection to Selected Members.





Net income base level members are moved to selected members andthe prior selection is highlighted.

e) Similarly, choose the left arrow to remove the highlighted priorselection.

Figure 39: Member Selection

f) Choose OK.

The EPM - Member Selector closes and you have base level membersfor net income in the rows.

Hint: If you receive a warning about the Do not storeenvironment option choose the checkbox for Do not showthis message again then choose OK. Then you will not receivethis message again. (This option allows you to save a reportwithout storing the connection with the report. Then, you willbe able to use this report with other connections provided thatthe models have similar structures.)





3. Hide the empty rows.

a) Choose Options Sheet options.

The EPM Sheet Options dialog box is displayed.

b) Next to Rows select Remove Empty.

Figure 40: Hide Empty Rows

c) Choose OK then from the EPM ribbon choose Refresh

Figure 41: Hide Empty Rows Result

The empty rows are removed.





4. Restrict the time members to Base Level for 2011 and the entity members toMember and Children for the TOTAL ID.

a) On the Column axis, choose P_TIME.


b) Select the 2011 parent by placing a checkbox to the left of thedimension member.

c) In Selection Relationship on the lower left, select Base Level.

d) Choose the right arrow to move the selection to Selected Members.Choose the blue left arrow to remove the prior selection which isalready highlighted.

e) Set the display to Description.

f) Choose OK.

g) Use the same steps to display Member and Children for the P_COSTdimension for the Total parent then choose OK.

Figure 42: Time Base Members

Your report now has months in the columns for the Direct, Support, andTotal cost center groups.

5. Save the report as the Account by Entity Trend ## in the Company REPORTSfolder.

a) In the EPM menu, choose Save Save to Server Root Folder.

The Save dialog box is displayed.

b) Choose Company (Public) REPORTS.

In the File Name field, enter Account by Entity Trend ##.

c) Choose Save.





Task 4:Change the Account by Entity Trend ## report so you can input budget data.

1. Switch your P_CATEGORY context to Budget and deactivate suppression.

a) In the EPM Context for P_CATEGORY, left click Plan Select OtherMembers.

b) Select Budget OK.

c) Choose Options Sheet options.

d) Next to Rows select Keep All OK.

e) Choose Refresh.

The report should display blank rows since no budget data exists.

2. Switch the report to an input form and set the Keep Formula on Data optionso that your formulas are not overridden.

a) Choose Options Sheet Options.

The EPM - Sheet Options are displayed.

b) Select Use as Input Form.

c) Choose the Refresh tab and select Keep Formula on Data.

Figure 43: Keep Formula on Data

d) Choose OK Refresh.





3. Select Consulting for the rows.

a) In the EPM Pane on the Row axis, choose P_COST.


b) Select the Consulting member (Under Total Direct) by placing acheckbox to the left of the member.

c) Choose the right arrow to move the selection to Selected Members.Choose the blue left arrow to remove the prior selection which isalready highlighted.

d) In Select member names to display, select ID from the dropdown list.

e) Choose OK.

4. Enter the following data for January 2011:

Account Amount

Personnel Cost 25,000

Travel and Entertainment 2,000

Advertising and Promotion 500

a) Enter the values as shown above.





5. Use cell formulas to add 5% for February to December and save the datato the database.

a) In E6, enter the following formula: =D6*1.05.

b) Copy the formula and paste it into the cells E7 and E8.

c) Copy E6:8 to F6:8 through O6:8.

d) Choose Save Data Save Worksheet Data.

Figure 44: Save Worksheet Data

The EPM - Submit Data dialog box is displayed.

e) To send the data, choose Yes.

The Save Results dialog box is displayed.

f) Choose OK.

6. Confirm that your formulas were not overwritten.

a) Select cell E6 to check if the formula is still the cell.

7. Save your input template to the Input Schedules folder for the companyas Account by Entity Input.

a) In the EPM ribbon, choose Save Save to Server Root Folder.

The Save dialog box appears.

b) Choose Company (Public) Input Schedules.

c) In the File Name field, enter Account by Entity Input ##.

d) Choose Save.





8. Close Excel

a) Choose the Office button Exit Excel

b) Do not save any workbooks.




Lesson Summary










Lesson: Using The Web Client

Lesson OverviewIn this lesson you will learn how to use the Web client.





Business ExampleYour users need an entry point for Planning and Consolidation application toaccess their activities, documents, workspaces, and audit reports.

The Home TabThe Web client is a good way to access Web features as well as connect to theExcel interface of the EPM add-in.

When you log on to the Web client, you are taken to the Home tab and the StartPage.

The Header area shows who is logged in, and contains a link to customize userpreferences and a Help link.

The Home tab can be broken down into five main areas:


BPC410 Lesson: Using The Web Client

Figure 45: Home Tab - Start Page

Header area - Describes who is logged in, a link to change Preferences,and a Help link

Built-in screens - Start Page, Process, Library, Documents, ConsolidationCentral, Analysis, and Audit

Start Page - Create area - Workspace, Report, and Input Forms

Start Page - Launch area - To launch the EPM add-in for Excel, EPM add-infor Word, EPM add-in for PowerPoint, and Planning and ConsolidationAdministration

Footer - Shows the environment you are currently in as well as links toview your access rights, Download Center, and the About box (the productinformation)

Note: The Consolidation Central module enables you to post journals andmaintain Ownership Data.

User PreferencesA user can customize the user interface by adjusting the:

Text size

Theme

Language

Time, Date

Number format



Figure 46: User Preferences

My SecurityTo see the current users access rights, click the hyperlink to Show Access Rights.

The hyperlink opens a new tab allowing the user to see the current environment,as well as the ID, full name, and e-mail address of the current user.

Additionally, the user can see which teams, task profiles, and data access profilesthey are assigned to. This screen is read only.

Changing EnvironmentsTo change to a different environment, click the hyperlink to the currentenvironment. The available environments are listed. Select the one you want,then choose Connect.

Figure 47: Change Environment

LibraryThe library enables you to create, open, delete, and edit the application objects,such as workspaces, reports and input forms, SAP BusinessObjects Dashboards,and books.

These objects can be stored in three different folders:

1. Private - only you have access

2. Public - everyone has access

3. Teams - only a specific team has access



Favorites allows the user to group objects together that they use frequently. TheFolder column shows the folder where the object is actually stored.

Figure 48: Library

DocumentsThe Documents view is a central repository for storing or sharing files and Websites. You can use the features of the Documents view to post, share, and retrievefiles or the contents of a Web site, and to manage the content display.

Figure 49: Documents

AnalysisThis feature allows the user to visualize ad hoc or KPI analysis to better understandvariances.



Figure 50: Analysis

AuditAudit allows the user to prepare reports containing system information. Securityaudit reports can be reported by users, teams, task profiles, and data accessprofiles. Additionally, reports can be created on data changes, comments, workstatus, and administration activity.

Figure 51: Audit



WorkspacesA workspace allows the user to store content (documents), reports, and inputforms in a single place.

Workspaces are edited and viewed in a separate tab. Icons are used for each ofthe components.

Figure 52: Workspace

Workspace Options

Options What Is it Used for

Manage Context Change Model and Change Dimension Names displaysettings

Change DimensionMembers

Select an existing member to choose a new member

Add Dimension Add a dimension to the context or add all dimensions

Add Content Add Web reports or input forms, for example, from thelibrary

Add New Report Create a new Web report or input form

Save Workspace Save or Save As Workspace



Lesson Summary






BPC410 Lesson: Implementing SAP BusinessObjects Planning and Consolidation

Lesson: Implementing SAP BusinessObjects Planningand Consolidation

Lesson OverviewIn this lesson, you will learn about implementing SAP BusinessObjects Planningand Consolidation.




Business ExampleYour company or your client has purchased SAP BusinessObjects Planning andConsolidation and so you need to learn how to implement it.

Implementation Factors

Every project has the following factors to consider:

Figure 53: Implementation Factors

Product expertise.

A structured project delivery using best practices.

Method Based Scoping (ASAP 7.1 BPC Add-on).

Blueprinting.



Project Quality Assurance.

Note: ASAP Methodology for Implementation 7.1 has the add-on forBPC.

Performance is a very important component in a project and it should be addressedright from the beginning of the project.

Pushing the performance topic to the end of a project will most of the time end upcausing delays in the project.

Lack of data in the development system (reports were build on completelyempty applications), so the performance of the reports could not be assessedupfront (some dummy data should be generated in the development system)

Lack of stress testing activities in project plan in system with large numberof concurrent users

Design errors. An application, calculation or report were designed in a waythat they could not be performant

Factors to consider

Factor Example

Project Objectives Define the project objectives. For example,implement cost center planning

Scope Determine the scope of the implementation.For example, the scope may only be for NorthAmerica and Europe

Strategy Define the project strategy. For example, performmost cost center planning using Planning andConsolidation

Timeline Define both the timeline for the entire project andthe implementation sequence

Sequence Determine the sequence of events from a projectplanning perspective

Resources Identify the internal project team members andconsultants required

The Roadmap to Success

SAP and its partners have implementation methodologies that are used tostandardize the process.



The roadmap includes the key steps in the process of implementing a solution.

1. SAP BI Strategic Decision: For the planning and consolidation application,you may need to decide whether to use an existing BW server or install astandalone server, for example.

2. Pilot Project: A pilot phase may be beneficial to help determine your tobe solution.

3. Project: Once your to be solution has been determined, you proceed withthe implementation.

The Implementation Roadmap forms the methodical framework for the steps thatyou require to implement SAP BusinessObjects Planning and Consolidation. Itincludes the necessary project management, the configuration for the businessprocesses, as well as the technical features, the test procedure, and the trainingconcepts.

The methodology of the Implementation Roadmap supports the inclusion of thoserequirements that are used as the basis for installing the application.

Figure 54: The Roadmap to Success

Project Preparation - initial project planning, project procedures, landscapestrategy

Business Blueprint - project planning, architecture

Realization - configure the initial solution

Final Preparation - test the solution, conduct training

Go Live and Support - cut over to the new system, follow up on possiblego live issues

Below you can see the recommended resources by phase.



Figure 55: Method Based Role Allocation

BPC is a very versatile tool and can be used to cover many different businessprocesses. A BPC Business Blueprint document can therefore look quite differentldepending on the type of project and on the client as well. Due to the nature ofBPC, there is not a single template that will fit all requirements.

The blueprinting activity is a key activity in any BPC project. It is key not tounderestimate the time required for this task (at least 20 to 30 percent of the totaltime of the project depends on the availability of documented requirements)

Prototyping is a key for early user involvement and to prove designs. It reduceschange management efforts during Go-Live Preparation (lean implementationmodel)

Business requirements lie at the center of the project. The scope of your initiativemust be driven by business requirements. A key ingredient is to gather accuraterequirements in the information gathering process.



Figure 56: Information Gathering Process

Preparation

Identification of the interview/workshop team as well as theinterviewees / attendees

Scheduling interviews/workshops

Communication of project goals, roles, and responsibilities

Requirements analysis

Use SAP-delivered business content as a first step to structure theanalysis

Collect the business requirements, focusing on the processes

Find a suitable combination of interview and workshop techniques

Matching

Check user requirements against the business content

Identify gaps

Develop strategies to close gaps

Presentation

Prepare and publish the results

Find agreement on next steps

Determine success criteria and risk factors

Development Guidelines

Here are some development guidelines to keep in mind.



Figure 57: Development Guidelines

Naming guidelines - define naming conventions for all objects

Responsibilities - define and communicate to each team member

Authorization concept - build your security plan early in the project

Global / Local data - identify data staging layers where you may have acorporate repository of Global data vs. an application-specific set of Localdata.

Master data - identify where master data will be maintained

Transaction data - identify where transaction data will be sourced

Data flow - similar to the above but include transformations

Data targets - in the data flow, identify where data will be stored

BI objects - determine which BW objects will be involved in the data flow

Data model integration - are there integration points between BW andPlanning InfoCubes for example?

EDW - do you need to use other Enterprise Data Warehousing solutionssuch as Informatica?

Archiving - a life cycle strategy is important to reduce the storage of olderdata

Initial data transfer - during start-up, how will the initial data transfer occur?

Data handling - similar to the above, but also include possible transformationand mapping

Operating concept / transports - where will new objects be created and howwill the transport process work?



Business content - during the gathering of business requirements, check tosee if you can use any delivered business content

Documentation - document why your solution and objects are built the waythey are so that subsequent team members can follow what you did, forexample

Special topics

List of all applications

List of dimensions per application (and dimension type)

List of properties for each dimension

High level content for each dimension

Description of internal data flows between applications

Data sources for master data and transaction data

Central / De-central data load

Automatic / Manual trigger

Full vs. Incremental load

Technology used for data load (out-of-the box, development in ABAP, ...)

Requirements Analysis

Gathering business requirements may be the most important part of a project, andthe most challenging!



Figure 58: Requirements Analysis

Project focus - this should be done periodically since conditions changeover time

Interviews - conduct them with individuals or small groups to ensure thateveryone has input. Collect information about the business process

Workshops - use larger groups to do brainstorming

Documentation - good documentation is critical to avoid miscommunication

Gap analysis - compare as is with to be

Reporting requirements - include planning and / or consolidationrequirements

Analysis Levels

Granularity along with storage of historical data is one of the most importantrequirements from a performance perspective. Too much detail can causeperformance issues later on.

When gathering business requirements, it is critical to identify what level of detailis really needed.

Similar data requirements include:

How soon do you need to have ECC data in BW?

How much history do you need to store?

When can data be archived?



Figure 59: Analysis Levels

Sample Business Requirements for a Planning Project

1. What type of planning do you perform and in which system?

2. What level of detail?

3. Who are the planners?

4. What is a typical day in the life of a planner?

5. Is there a service level agreement for performance milestones? (Example:reports must run in 30 seconds or less)

6. What are the top-down and bottom-up requirements?

7. Is it next year's tactical plan or the 5 year strategic plan?

8. Are there offline scenarios?

9. Do you need to track status and provide guided navigation?

10. How will you lock approved data?

11. When should we track who changes the data?

12. Where is the actual data coming from?

13. Do you need to replicate ECC Cost Center Planning, for example?

14. What types of business calculations are needed?

15. Etc.



Sample Implementation Steps for a Planning Project

A planning project could involve the following steps.

Gather the business requirements

Compare as is with to be

Consider delivered content

Specify the required architecture

Develop the data flow requirements

Create the environment

Create dimensions and properties

Create models and set up security

Set up Data Manager packages, logic scripts / BAdIs, business rules

Update exchange rates

Set up work status and a business process flow

Create new reports and input schedules

Note: BAdI stands for Business Add-In.



Lesson Summary





Unit Summary BPC410

Unit SummaryYou should now be able to:















Unit 2Creating Structures

Unit OverviewThis unit covers the steps you take to build the foundation of your SAPBusinessObjects Planning and Consolidation environment. It involves creatingan environment in which all Planning and Consolidation activities occur, andworking with dimensions, which are the building blocks of the models.

Unit ObjectivesAfter completing this unit, you will be able to:

Describe the delivered content

Know how to use the delivered content

Add a new environment

Set the environment status

View the user log

Describe the backup and restore procedure

View your environment in SQL

Create dimensions

Create properties and hierarchies

Maintain the dimension members

Present the different model types

Create and optimize a model

Provide access to the model

Explain the possible modifications to an existing model

Add a dimension to a model

Modify the properties or IDs of a dimension

Delete dimension members

Unit ContentsLesson: Introducing the Delivered Content.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Lesson: Working with Environments .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80


Unit 2: Creating Structures BPC410

Procedure: To Add a New Environment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Procedure: To Log on to the New Environment .. . . . . . . . . . . . . . . . . . . . . . . . 83Procedure: To Set the Environment Status ... . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Procedure: To View the User Log ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Procedure: To Back Up an Environment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Exercise 2: Create an Environment.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Lesson: Maintaining Dimensions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Procedure: To Create a Dimension ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102Procedure: To Add a Hierarchy... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103Exercise 3: Update the Account Dimension ... . . . . . . . . . . . . . . . . . . . . . . . . .105Exercise 4: Create a Dimension... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109Exercise 5: Create a Hierarchy ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113

Lesson: Maintaining Models.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117Procedure: To Create a Model.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121Procedure: To Optimize a Model .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123Procedure: To Set Context Default. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126Exercise 6: Create a Model .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127

Lesson: Changing Existing Structures ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133Procedure: To add a Dimension to an Existing Model.. . . . . . . . . . . . . . . .134Procedure: To Change a Member ID ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136


BPC410 Lesson: Introducing the Delivered Content

Lesson: Introducing the Delivered Content

Lesson OverviewThis lesson describes the delivered content.




Business ExampleYou use the delivered content as a starting point to build your environment.

You need to understand what is included in the delivered content.

Overview of the Delivered ContentThe EnvironmentShell is the delivered environment when installing Planning andConsolidation. It contains the following:

Dimensions

Models for Planning and Consolidation processes

Report templates and input form templates

Data Manager packages

Caution: You must not modify the EnvironmentShell. We recommendthat you preserve it for reference.

Delivered ModelsEnvironmentShell includes the following models:

Planning

Consolidation

Rates

Ownership

Rates and Ownership models are supporting models to the Planning andConsolidation models. They contain the currency rates and the group structure.

Note: Delivered models do not contain data.



Delivered DimensionsThe following dimensions are defined and used in models:

Delivered Dimensions by Model

Dimension Planning Consolidation Rates Ownership

Account X X

Audit Trail X X

Category X X X X

Entity X X X

Flow X

InputCur-rency

X

Interco X X X

O_Account X

Product X

R_Account X

R_Entity X

RptCurrency X X

Scopes X X

Time X X X X


BPC410 Lesson: Introducing the Delivered Content

Lesson Summary






Lesson: Working with Environments

Lesson OverviewIn this lesson, you learn how to manage environments.


Add a new environment

Set the environment status

View the user log

Describe the backup and restore procedure

View your environment in SQL

Business ExampleWhen you start a new project with SAP BusinessObjects Planning andConsolidation, the first step is to create a new environment. This environmentcontains all the configuration required.


BPC410 Lesson: Working with Environments

Environment Creation Overview

Figure 60: Environment Content

Add an environment by copying EnvironmentShell, for example.

Customize an environment by adding dimensions and models.

The objects defined in one environment cannot be shared with other environments.

Note: In your task profile, you need the Manage Environment task toadd environments.

New EnvironmentWhen you create a new environment, all the content like dimensions, models,business rules, security settings, folders, and files are copied.

In addition, you can select the following content to be copied:

Database records

Business process flows

Document attachments

Web reports

Note: When journals exist in the existing environment, th