sap businessobjects planning and consolidation 10.1...
TRANSCRIPT
Detlef Wassmuth, SAP SEOctober, 2016 LEVEL II Public
SAP BusinessObjects Planning and Consolidation 10.1, version for SAP NetWeaverProduct & Product Strategy Update
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Disclaimer
This presentation outlines our general product direction and should not be relied on in making a purchase decision. This presentation is not subject to your license agreement or any other agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to develop or release any functionality mentioned in this presentation. This presentation and SAP's strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent.
Planning
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Planning: Definition
Planning is the process of thinking about and organizing the activities required toachieve a desired goal. ..... Also, planning has a specific process and is necessary for multipleuser groups (particularly in fields such as management, business, etc.). In each field there aredifferent types of plans that help companies achieve efficiency and effectiveness. Animportant aspect of planning is the relationship it holds to forecasting. ..... Planningcombines forecasting with preparation of scenarios and how to react tothem. Planning is one of the most important project management and timemanagement techniques. .....
A plan is like a map. When following a plan, he can always see how much he haveprogressed towards his project goal and how far he is from his destination.
Source: WIKIPEDIA
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Background information Planning: Complete Definition from WIKIPEDIAPlanning is the process of thinking about and organizing the activities required to achieve a desiredgoal. It involves the creation and maintenance of a plan, such as psychological aspects that require conceptualskills. There are even a couple of tests to measure someone’s capability of planning well. As such, planning is afundamental property of intelligent behavior. Also, planning has a specific process and is necessary formultiple occupations (particularly in fields such as management, business, etc.). In each field there aredifferent types of plans that help companies achieve efficiency and effectiveness. An important aspect ofplanning is the relationship it holds to forecasting. Forecasting can be described as predicting whatthe future will look like, whereas planning predicts what the future should look like for multiple scenarios.Planning combines forecasting with preparation of scenarios and how to react to them.Planning is one of the most important project management and time managementtechniques. Planning is preparing a sequence of action steps to achieve some specific goal. If a persondoes it effectively, he can reduce much the necessary time and effort of achieving the goal.
A plan is like a map. When following a plan, he can always see how much he have progressed towardshis project goal and how far he is from his destination.
Source: WIKIPEDIA
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Current situation: Stand alone planning solutions - EXAMPLE
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Stand alone planning solutions - EXAMPLE
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Differentiation of Planning Applications - EXAMPLE
Integrated Planning Applications• Common planning platform• re-use of information• Common security concept• Integration with ERP systems – bring
information to action
Overall planning concept and deep IT involvement are mandatory.
Spreadsheet Planning• Stand-alone planning solution• Decoupled information from other
applications• Adjustments are time consuming• Most reachable flexibility• Freedom for end user
IT involvement on demand
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Integration
Spreadsheets
SAP BusinessObjects Planning andConsolidation covers a wide range ofcapabilities, allowing freedom for end usersalongside possibility of high degree ofintegration
“Freedom“ for end users
ERP
BW Integrated Planning
Tool
cov
erag
e
Flexibility vs Integration
BPC Standard
BPC Embedded
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Goal: Integration of Planning Applications - EXAMPLE
Planning Functions: Executed in BW,
powered by SAP HANA
Actuals from previous period
Common masterdata
Application specific master
data
Benefits from the underlying platform
approach
Freedom for end user
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Goal: Combination of integration and freedom for end user
Evolution of SAP BusinessObjectsPlanning and Consolidation and BW-IP/PAK
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History of Business Planning and Consolidation and BW-IP/PAK
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SAP BusinessObjects Planning and Consolidation 10.1, version for SAP NetWeaver, powered by SAP HANA
Product name, License and Model
Product Name: SAP BusinessObjects Planning and Consolidation 10.1, version for SAP NetWeaver
License: SAP BusinessObjects Planning and Consolidation 10.1, version for SAP NetWeaver
License contains: BPC Standard Model (formerly known as “BPC XY NetWeaver, BPC HANA”)
BPC Embedded Model: convergence of the most important capabilities of “BPC XYNetWeaver” and BW-IP
Planning Application Kit (PAK): Planning functions of the BW-IP or Embedded Model will be executed by SAP HANA
* Planning Functions of type: Standard and FOX Formulas
Planning as part of SAP Business Warehouse
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Planning as part of SAP Business Warehouse
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BW based planning: BW Integrated PlanningThe planning model
Query
ALVL
RealTime Cube
DSO
Cube
Multi Provider
Example:
How In-Memory Technology Helps Planning and Analysis
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How In-Memory Technology Helps Planning and AnalysisThe problem� Due to ever increasing data volumes, financial teams have limited time for
analysis
� Performance implications due to data volume size and/or complex planning calculations limit the ability to plan at very granular levels/run complex scenarios and allocations
How in-memory solves the problem� Drive rapid consensus by quickly simulating “what-if?” scenarios with
multiple versions of plans and large volumes of data
� Enable planning and forecasting applications based on real time operational data combined with analytics
� Gain immediate access to relevant information and react faster based on real time information
� Make the impossible possible – ask questions you were afraid to ask due to technical constraints in getting the answers
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Accelerating the “speed of intelligence,” as Ms. Hughesputs it, is the finance function’s fundamental challenge
“The benefit of being able to push data quickly is if you get the right data and the right collection of data to the decision maker more rapidly, you’re going to speed up decisions that change that outcome…”
— Hazel Hughes, SVP of finance and business control for the Education Group at Houghton Mifflin Harcourt, in “Accelerating the Speed of Intelligence for Fast and Flexible Forecasting.” (CFO Research Services, 2011).
Source: CFO Research Services, 2011
The Need for Speed and Challenge of Big Data
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Getting Others Engaged
“The new devices that are coming on the market, like the tablets and iPhones, will enable us to build a system in the future that will more easily take advantage of the input from every employee.”
— Anders Pehrsson, Vice President and Group Controller, Atlas Copco
“This should not be only the finance department; people sometimes believe that budgets or rolling forecasts are only done by finance. It should be done by [all] the people involved.”
— Troy Parwata, Finance Director of Tigaraksa SatriaSource: CFO Research Services, 2011
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How Does BW–IP / PAK running on HANA Planning as part of BW on HANA – Smarter, simpler, more efficient
ABAP Code in BW and BW-IP is reduced by pushing down processing logic to HANA
� Excellent query performance for improved decision making � Accelerated In-Memory planning capabilities for faster planning scenarios� Performance boost for Data Load processes for decreased data latency� Flexible combine EDW with HANA-native data for real-time insights and
decision making� Data persistency layers are cut off and reduced administration efforts
HANA Stack
SAP HANA BW
Data Modeling
BW-IP/PAK
Data Management
OLAPProc
ess
Orc
hest
ratio
n
Push Down
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In-Memory Planning - Simple Disaggregation Example
Traditional Approach
1. Determine the delta à +50
2. Disaggregate (in application server)� per week (52)� per branch (500)Ø 26000 combinations / values
3. Send 26000 values to DB to save
HANA-Based Approach
1. Determine the delta à +50
2. Send 1 value to HANA database+ instruction to disaggregate and how
3. Disaggregate (in HANA engine)� per week (52)� per branch (500)Ø create + save 26000 values
User changesa plan value
In-Memory Planning
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In-Memory DatabaseClassic Database
In-Memory PlanningThe Technological Change
xDB
Presentation
Orchestration
Calculation
Data
Presentation
Orchestration
Calculation
Data
• Authorization
• Locking
• Hierarchies
• Input Enablement
• Planning Functions
• MultiProvider Handling
• Conversions
• Aggregation
User InterfaceLayer
DatabaseLayer
ApplicationLayer
Presentation
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Application Layer: SAP BW
OLAP Integration
Plan Buffer
Buffer Connector
Planning Function
Function Connector
Runtime API Model API
Database Layer:SAP HANA Planning Session
Calculation Scenario
Index
Planning Operation
PAK(Planning ApplicationsKit)
Planning Model(RSAPLAN or RSA1)
In-Memory Planning ArchitecturePlanning Applications Kit (PAK)
SAP BPC10.1, version for SAP NetWeaver, powered by SAP HANA
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SAP BPC 10.1, version for SAP NetWeaver, powered by SAP HANA
One unified and complete planning suite addressing the full spectrum of planning
Performance, scalability, integration, and usability:� Support for SAP BusinessObjects Planning and Consolidation, version
for SAP NetWeaver, and planning applications kit models� Best-in-class flexibility and integration with InfoObjects used with SAP
NetWeaver BW� Powered by SAP HANA for maximum planning performance and
scalability
Single planning solution on SAP NetWeaver BW powered by SAP HANA:� Use of EPM add-in for Microsoft Office Excel or Analysis Office and
Design Studio client across both models� Single HTML5 Web user interface� Enriched mobile experience with EPM Unwired and HTML5
SAP BusinessObjects Planning and Consolidation,
version for SAP NetWeaver 10.1, powered by SAP HANA
SAP NetWeaver BW 7.4
SAP HANA
SAP NetWeaver (server)
Standard Model
Embedded Model
Analysis Office 2.x Design Studio
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SAP BPC 10.1, version for SAP NetWeaver, powered by SAP HANAPlanning Models and their relationship
Analysis Office 2.1 Design Studio
Query
Aggregation Level
Multicube
Basic-CubeRealtime-Cube
EPM Excel
Analysis Office 2.1
EPM Web
BW-IP/PAK Planning Model
BPC cube as a copy of the BW cube
BPC Standard (/CPMB/-namespace)Embedded Model
UI5 Admin Client
BPC Standard Environment
BPC Standard Planning Model
The planning model refers to a Realtime-Cube
BPC Embedded Environment
BPC Embedded Planning Model
UI5 Admin Client
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LOB spaces extend the EDW
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Embedded Model for GLOBAL planning applications (EXAMPLE)
provider provider
Multi-provider
Aggr. level
BW query
Analysis Office
Design Studio
EPM Web client
Data model (IT)� Provider / facts� Dimensions� Authorizations
Consumption model (IT)� Presentation� Calculations� Layout
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Embedded Model for GLOBAL planning applications with LOCAL extensions (EXAMPLE)
provider provider
Multi-provider
Aggr. level
BW query
Analysis Office
Design Studio
EPM Web client
Data model (IT)� Provider / facts� Dimensions� Authorizations
Consumption model (IT)� Presentation� Calculations� Layout
Data Model Extension (Business)Local Provider / FactsLocal Dimensions & local authorizationsProcess model (Business)Process FlowsWork StatusEnvironment
Model
Data Model Extension
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Combine the best of three worlds in one unique planning solution
(HANA, BPC, BW-IP)
Combines the…successful Analysis Office 2.1 (incl. EPM plug-in
and AO plug-in)…flexible BPC admin UI…powerful BW-IP/PAK planning manager…super fast HANA planning engine
Selected features• Full PAK model compatibility• Business process flows (BPF)• Work status• Data auditing• Easy upload scenario • Authorization concept for business user
BW 7.4 on HANA – PlanningLOB enablement
SAP BW-IP/PAK
EDW-integrationBuilt-in functions
SAP BPC 10.1 Embedded
Model
SAP HANAIn Memory
Accelaration
SAP BPC NW
User experienceCollaborationData Flexibility
Architecture
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SAP Business Warehouse
Analysis Office 2.1
Standard Model Connector
Embedded Model Connector
BPC Add-on: Standard Model
BPC Standard Planning Components
• Business Process Flow• Auditing• Work Status• User Management• …..
Extended Classic Engine
BPC HANA Accelerator
Embedded Model
BW-IP
HANAPlanning EngineModels BPC Planning Components
SAP BPC 10.1 NW Architecture overview - Add-On installed
Design Studio
BPC Embedded Planning Components
• Business Process Flow• Auditing• Work Status• User Management• …..
Web Admin Client
AnyDB
PAK
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SAP Business Warehouse
Analysis Office 2.1
Embedded Model Connector
Embedded Model
BW-IP
HANAPlanning EngineModels
SAP BPC 10.1 NW Architecture overview – Add-On NOT installed
Design Studio
BPC Embedded Planning Components
• Business Process Flow• Auditing• Work Status• User Management• …..
Web Admin Client
PAK
BI and Planning Clients in Microsoft OfficeConvergence StrategyApril 2016
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Client Convergence in MS Office
Unified MS Office ClientCoexistence of Analysis and EPM sheetsSuperset of Analysis and EPM Add-In features (with some limitations)Common Installer, single licenseProtected investments: Re-use existing contentSeparate ribbon tabsGradual convergence: e.g. common refreshGo-to Product for both Analysis and EPM customers
TerminologyAnalysis Office (Add-In) à Product including the former products Analysis Office and EPM Add-InAnalysis Plug-In à Analysis as part of Analysis OfficeEPM Plug-In à EPM as part of Analysis Office
Analysis Office
EPM Add-In
Analysis Office (Add-In)
Analysis Plug-In
EPM Plug-In
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Overall Office Client Strategy for BPC
• The EPM plug-in and the Analysis plug-in are part of the so-called convergence client Analysis for Office 2.1+.
• The EPM plug-in will remain the Office client for the BPC standard model. We will continuously improve it for this usage type.
• The Analysis plug-in is the recommended go-to client for the BPC embedded model. We will continuously enhance its functionality to also cover the EPM plug-in use cases as well as possible (see the latest roadmap on slide 9 for details).
• The EPM plug-in will continue working on the embedded model, however there won’t be functional enhancements (see slide 7 and 8 for the list of known limitations). Due to these limitations customers should use the EPM add-in on the embedded model only in exceptional cases. New projects should use the Analysis plug-in from the beginning.
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Which Plug-In should I use within Analysis Office 2.1+?
SAP BW (>= 7.0)SAP HANA and BPC 10.1 Embedded model (as of
BW 7.40)
Analysis Analysis (recommended)
BPC 10.0 & 10.1 Standard model, EPM 10.0
solutions and MDX connectivity
EPM
Source Model
Plug-InEPM
(existing limitations will stay, no functional
enhancements planned)
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Analysis Plug-in on BPC Embedded
Analysis Plug-in is recommended client for BPC Embedded§ Full BW meta data support, performance-optimized§ Full pivot table handling§ Full planning support: new lines, planning functions/sequences§ Support of work status and business process flow§ Will be enhanced to cover EPM report scenarios (see roadmap on slide 9 for details)
Major differences compared to EPM Plug-In§ Formatting§ EPM uses formatting sheet, Analysis uses Excel styles for specific artefacts (hierarchy levels, input-ready cells etc.)§ Analysis uses conditional formatting for color-coding of threshold values
§ Direct Input/Member recognition§ Other approach for report design (e.g. design panel, context menu, filter dialog)
§ Offline Planning§ Offline planning in Analysis plug-in is only possible via a workaround (see How-To paper)
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EPM Plug-in on BPC Embedded – Gaps (1/2)
The following list presents the key limitations of EPM plug-in on top of BPC embedded model which will not be removed (due to architectural reasons). Only use EPM Plug-In on BPC embedded if you can accept these limitations in your project.
General Limitations§ Performance limitations apply (e.g. opening workbooks, value help)
Following BW Features are not supported§ Exceptions, Conditions, Variants, Report-Report-Interface, Universal Display Hierarchy, ad-hoc currency conversion at
runtime, hierarchical measures§ Reporting on query views, InfoProvider, aggregation levels (only queries are supported in EPM)§ Limitations for new line support in planning§ Formatting limitations (e.g. date as measure, internal/external format)§ Some BW query settings are not honored (e.g. display totals with only one member, do not display leaves for inner nodes )§ Default values from query definition are not synchronized with EPM filters§ Possible issues with variable re-prompting (losing navigation state)
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EPM Plug-in on BPC Embedded – Gaps (2/2)
BPC Embedded Gaps compared to BPC standard with focus on frontend§ EVDRE (BPC standard only)§ Data Manager (BPC standard only), but replaced by Planning sequences and functions § Insert comments (only DataStore Object comments approach available (text key figure) for inline comments
in EPM reports).§ Insert member - same experience as for BPC standard, but linked to BEx query settings: by default, it only
retrieves booked values. Using “insert new line” switches to “all values in master data table”§ Calculate Parent in Hierarchy (based on Account Type property)§ Drill-through not available§ EPM formulas like EPMDocument, EPMDocumentList, EPMCellContextDocument, etc... - BPC Web in
embedded model not supporting them.§ Publish to Library is not supported§ Metadata and master data cache is only available for queries without variables
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This is the current state of planning and may be changed by SAP at any time.
Today Future DirectionPlanned Innovations
SAP BusinessObjects Analysis, edition for Microsoft OfficeProduct road map overview – Focus: Analysis covering EPM Features
Releases <= 2.3
Planning support (BW-Integrated Planning and BPC embedded model)• BPC Work Status• BPC Business Process Flow
Modeling capabilities for Business Users• Combine local and corporate data (via BW
Workspaces)• Calculated Measures (BW&HANA), restricted
measures (BW&HANA)• GetData and SaveData formulas
Table Design • Local members as Excel formulas
Asymmetric reporting• UX to define restrictions in Excel cells rather than
one-by-one in separate dialog• Tuple Filter: Include or Exclude of specific tuples
(as opposed to Cartesian product of dimensions)
Axis Sharing• Define master and slave queries with common
navigation and filter status
Grouping• Group based on sorted attributes• Group as hierarchy on-the-fly
Continuous Improvement• Support of sheet protection
Heterogeneous Structures• E.g. for different time granularities in rolling
forecast
Comments• New comment framework in BW
Formula Handling• Performance-optimized get/set data formulas
Planned for Q4 2016
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Converged Office Client Details
Scenario� Use both add-ins in the
same workbook� Use common installer and
same lifecycle management
Features� Sheet type� Quick ribbon� Dynamic task pane� Refresh all
Web Client Strategy
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Planning in SAP BusinessObjects Design Studio
BPC Embedded Model in BW 7.40� Support of Embedded Model (entering
planning data within Design Studio application and saving data back intoBW)
� Support of generated InfoProvider(technical: BW workspaces) for reporting and planning
Support BW Integrated Planning and Planning Application Kit� Input-ready measures� Adding new lines� Planning functions and planning � sequences (including scripting API)� Cell Locking function � Copy&paste multi lines from Excel into web via Spreadsheet (as of
Release 1.6)
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Spreadsheet
§ New component as of Release 1.6§ Display multi-dimensional data in a grid
with analytic functions.§ Support copy & paste multi lines from
excel into web for planning scenarios§ Support context menu *§ Can only be used with the Blue Crystal
Theme§ Not allow any interaction on mobile
device
*For other feature limitations of Release 1.6SP0, please refer tonote http://service.sap.com/sap/support/notes/2245363
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Planning Template
Application Info
Drag & Drop between components
Spreadsheet ViewCrosstab View
Filter and Variable prompts
Roadmap
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Scope Key benefits
SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver – standard and embedded model
Digital transformation• Support for SAP BW/4HANA • Dashboard• Integration with predictive analytics
UX simplification and personalization• Transformed user experience• New home page• UX improvement on business process flow runtime
Consolidation• Push consolidation engine to SAP HANA• Push control logic to SAP HANA• Advancement consolidation monitor• Advanced journal• COI and IPI/IPA•Collaboration• Business process flow integration with Excel client
• Support for next-generation SAP BW/4HANA• Improved dashboard capability through integration with SAP BusinessObjects
Lumira and SAP BusinessObjects Design Studio• More accurate planning with user-friendly predictive capabilities using the
predictive analysis library in SAP HANA• Continuous improvement of user experience with SAP Fiori UX• Fresh new home page design allowing personalization and quick access to
frequent used features• Optimized “My activities” user experience to better suit business need
• Further improvement on consolidation performance by pushing consolidation calculation logic to SAP HANA DB
• Enhancement control capability and performance by reusing SAP HANA rules framework
• Flexible consolidation monitor including tasks, work status, controls, and calculations
• Multiple journal templates, advanced journal settings and validation, journal upload
• Consolidation of investment, intercompany profit elimination of inventory/asset
• Dedicated business process flow pane in Excel client to improve efficiency for business user Planned innovations
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Scope Key benefits
SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver – embedded model
Line-of-business flexibility• Model planning function in Web client • Planning function with business process flow and Web reporting • Navigation attribute support • Support for SAP BusinessObjects Analysis for Microsoft Office workbook from
SAP BusinessObjects Enterprise
Collaboration• Advanced comment
UX simplification and personalization• Query-less reporting
Consolidation• Real-time consolidation• Matrix consolidation• Various enhancements
• Business user enabled to create planning functions/sequences with simplified user experience
• Powerful planning capability enabled in Web client
• Full support for navigation attribute in business process flow and data access profile
• Better integration with business intelligence (BI) platform, support SAP BusinessObjects Analysis for Microsoft Office workbook from SAP BusinessObjects Enterprise in business process flows
• Full commentary capabilities, enhancing complex planning processes
• Enable business user to create ad-hoc reports(input forms) without IT involvement
• Continuous improvement for consolidation with SAP S/4HANA • Matrix consolidation capability provided by introducing U.S. elimination rule• Better compounding support, flexible hierarchy support in business rule,
transport • Multiple journal templates, advanced journal settings and validation, journal
uploadPlanned innovations
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SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaverProduct road map overview - key themes and capabilities
Embedded Model• Embedded Consolidation
• Modelling
• Business rules (no Equity Pick Up and US Elimination)
• Ownership Manager (no ownership calculation)
• Consolidation Monitor
• JournalEnd-2-end LOB-modeling
• Control
• Incremental Consolidation
• Parallelization Consolidation
• BPF integration
• InfoProvider extension
• End-2-end LOB-Modelling
BPC 10.1 on NW 7.50- Planning on aDSO objects – direct update
Digital transformation• Support for SAP BW/4HANA
• Dashboard
• Integration with predictive analytics
UX simplification and personalization• Transformed user experience
• New home page
• UX improvement on business process flow runtime
Consolidation• Push consolidation engine to SAP HANA
• Push control logic to SAP HANA
• Advancement consolidation monitor
• Advanced journal
• COI and IPI/IPA
•Collaboration• Business process flow integration with Excel client
Q2 2016
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Embedded Consolidation• Modelling• Business rules (no Equity Pick Up and US Elimination)• Ownership Manager (no ownership calculation)• Consolidation Monitor• JournalEnd-2-end LOB-modeling
Local Dimensions, Local Hierarchies
Integration Workspace Query Designer
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NEW with SAP BPC 10.1 SP09 / SAP BW 7.4 SP14 –Embedded Model
Lab preview: Local Dimension; Local Hierarchies
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7.5 SP1 Local Query Designer: Planning enabled key figure
Transaction: RSWQD starts UI5 Application: local Query with restricted and calculated key figures, Filters
BPC Add-On as part of SAP BW 7.5 software componentFor BPC Standard model no additional Add-On installation mandatory
BW Workspace Query Designerplanning enabled
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SAP BW Integrated Planning / PAK ImprovementsNew with SAP BW 7.5 SP0
Improved FOX Formula handling� Enable InfoObjects as reference data � Use DataStore Objects which are not planning enabled as
reference data� Explicite reference data selection � New concept of modularization by defining FORM statements *
Advanced DataStore Objects planning enabled**� Contrary to the cube to an InfoProvider
– No “yellow” request– No Navigational attributes are present at aDSO level– Flexibility: Enhanced InfoObject Support
BPC Add-On as part of SAP BW 7.5 software componentFor BPC Standard model no additional Add-On installation mandatory
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Integrated Planning Solutions
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SAP Business Warehouse (Installation Options)
Suite
on
HA
NA
Clie
nt 0
01
SAP
BW
Clie
nt 0
02
Virtual Access
Extractor
SAP HANA / any DB
User Interfaces (BI, Mobile)
(1) (2)
BW Query
Virtual Access
Extractor
SAP HANA / any DB
User Interfaces (BI, Mobile)
BW Query
SAP
BW
Embedded BWStand-Alone BW
SAP S/4 HANA
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Why use Integrated Business Planning for finance vs standard SAP BusinessObjectsPlanning and Consolidation, version for SAP NetWeaver?
• Embedded within the SAP Business Suite on SAP HANA where the Simple Finance Add-on for Suite on HANA is being utilized.
• Delivered content including covering multiple ERP based planning scenarios
• Allows Companies using traditional financial planning within ERP to rapidly implement whilst protecting their existing investment.
• Supports direct real time access to ERP Master data and the FI-CO document tables.
• Sweet Spot for IBP is ERP financials driven opportunities (Simple Finance) where the customer will have a significant portion of the data upon which they perform planning within the underlying Simple Finance (SAP ERP on HANA) system.
SAP Business Suite
Integrated Business Planning for finance
SAP Accounting powered by HANA
SAP HANA
Real Time Planning
HTML5 Web UI
Mobile Client
SAP BI 4.X*
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Integrated Business Planning for financeReal Time Planning across the enterprise
What is Integrated Business Planning for finance� Enables financial planning capabilities provided by SAP BPC to
be seamlessly integrated in SAP ERP user interfaces and workflows, effectively replacing the current financial planning capabilities in SAP ERP
� Data replication between solutions no longer required� Plans developed in SAP BPC will be accessible in SAP ERP for
variance analysis� SAP BPC will be able to access real-time master data and
actuals maintained in SAP ERP� Now possible with Integrated Business Planning for finance to
not only enter and report on planed data but to model and calculate the required plan values all in a single application.
� Supports integrated Business planning across the various finance functions such that planning within one area automatically updates corresponding planned values within other areas (eliminates silos)
� Built upon the BPC Embedded Model
SAP BusinessObjects Planning and Consolidation 10.1 SP6
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Agenda
� Change Distribution (break-back) method on web report
� Short comment on web report
� Excel Client : Continuous Improvement for Embedded Model
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Agenda
� Change Distribution (break-back) method on web report
� Short comment on web report
� Excel Client : Continuous Improvement for Embedded Model
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Change Distribution (break-back) method on web report How to view/change distribution method
1
2
1. Select a cell on which you want to view/change the existing disaggregation method
2. Click Planning menu and Disaggregation sub-menu
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Change Distribution (break-back) method on web report For one structural report (key figure only)
3
3.Click ok, the change applies to the entire column.
Then you can change the data in any cell in the column, and it will break back according to new distribution method.
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Change Distribution (break-back) method on web report For two structural reports (key figure + structure)
3
3.Click ok, the change applies to the entire column.
Notice, we don’t support changing disaggregation method on the combination of key figure and structure level, but always on column (key figure) level.
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Agenda
� Change Distribution (break-back) method on web report
� Short comment on web report
� Excel Client : Continuous Improvement for Embedded Model
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Short comment on web reportHow to use short comment
• Enable short comment from BW and Query Designer
• Open the input-ready query
• Change the comment text
• Transfer data
• Submit data
Comment columns
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Short comment on web reportHow to enable short comment
• Create comment characteristic
• Create DataStore Object, add comment characteristic as data field and set it as Key Figure
• Add DSO to Multiprovider, and transfer the comment characteristic to Key Figures of Multiprovider
• Transfer the comment characteristic from Multiprovider Key Figures to Aggregation Level Key Figures
• Adjust Query
• Use comment in BPC reporting client
Read through the how-to guide here: http://scn.sap.com/docs/DOC-59001
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Short comment on web reportLimitations• Up to 250 characters
• Comment is writable in input forms, but read-only in web reports
• No comment history
• No prompt (value help) for Characteristic with Master Data
• Comment on totals overwrites comments of the children (Disaggregation Copy)
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Short comment on web reportComment on totals
Enabled in Query Designer by Disaggregation ON/OFF.
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Short comment on web reportWhen you add comment to totals
Before you add comment to totals, each child has its own comment.
After you add comment to totals, the comment overwrites the comments of all children due to the disaggregation method “Copy”.
1
2
3
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Agenda
� Change Distribution (break-back) method on web report
� Short comment on web report
� Excel Client : Continuous Improvement for Embedded Model
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EPM Add in : Continuous Improvement for Embedded ModelInsert New LinesDetails – 1 –
Scenario� Allow the end user to add new combination of members
(unposted) in a report and plan on it.
Feature� Insert member menu: using context menu, from the
header of a row � Select Insert new line check box� Use Member selector & select a new member for each
nested dimension from the row
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EPM Add in : Continuous Improvement for Embedded ModelInsert New LinesDetails – 2 –
Scenario� As result, new members are part of the report whith
entered values� The user can plan data, simulate, save it
Feature� A new row is added in at the bottom of the report.� Dynamic formatting is applied as „inputable cells“ by
default.� Transfer action will replace the member in the report
following his code/ hierarchy positioning
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EPM Add in : Continuous Improvement for Embedded ModelPlanning Functions ImprovementsDetails – 3 –
Scenario� Allow the end user to use existing filters as parameters for
planning functions
Features� Planning Object tab� Select Planning function and filters
Please note current limitation: However, if the BW filter contains variables, the user will not be able to set them in the EPM add in (default values should be used instead).But if the planning function contains variable, is still supported on the tab variable as before.The user is able to select to the aggregation level mode for each dimension instead of the filter if he want more flexibility.Note that when the BW filter is selected the dimension member cannot be changed and greyed out as it’s linked to the filter definition.
SAP BusinessObjects Planning and Consolidation 10.1 SP7
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Customer specific Web UI extensions
Customer can add new pages in Administration UI, and can add entrance in the navigation tree view of Administration UI.We recommend customer to develop the web page with JavaScript based on UI5 libraryAlso security should be considered so that only authorized user can access the customized page
SAP BusinessObjects Planning and Consolidation 10.1 SP8
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Create local hierarchy for global dimension
� New option to create local hierarchy when click ‘Add’ or ‘Copy’ button in global dimension
� When copy local hierarchy from global hierarchy which is time dependent, user must specify a key date if it’s time dependent hierarchy structure or specify a time range if entire hierarchy time dependent.
� When copy local hierarchy from global hierarchy which is version dependent, user must specify a version as well.
� External dimension node will be copied as text node
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Create local hierarchy for Local Dimension
� Creation of local hierarchy on local dimension is same as on global dimension.
� Local master data can used when maintain local hierarchy structure.
� Both global hierarchy and local hierarchy created on global dimension( from which local dimension is created) are visible in local dimension.
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Create local hierarchy
Limitations
� Local hierarchy does not support external dimension.
� Local hierarchy does not support time or version dependent.
� Local hierarchy does not support interval nodes.
Use local hierarchy
� Local hierarchy can be as same as global hierarchy as below
� Work status and BPF
� BEx Query definition
� Reporting and Planning with Excel Plug-in( AO and EPM ) and BPC web client
SAP BusinessObjects Planning and Consolidation 10.1 as part of SAP BW 7.50
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SAP Business Warehouse
Analysis Office 2.x
Standard Model Connector
Embedded Model Connector
Standard Model
BPC Standard Planning Components
• Business Process Flow• Auditing• Work Status• User Management• …..
Extended Classic Engine
BPC HANA Accelerator
Embedded Model
BW-IP
HANAPlanning EngineModels BPC Planning Components
SAP BPC 10.1 SP7 / BW 7.50 SP0Architecture overview
Design Studio
BPC Embedded Planning Components
• Business Process Flow• Auditing• Work Status• User Management• …..
Web Admin Client
AnyDB
PAK
BPC Embedded Model & Standard Model as part of the BW 7.50 SP0 deployment
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SAP Business Warehouse 7.40
Embedded Model
BW-IP
SAP HANA
SAP BW 7.40 vs SAP BW 7.50
BPC Embedded PlanningComponents
PAK
Client
BPC 10.1 ADD-ON
Business Warehouse 7.50
Embedded Model
BW-IP
SAP HANA
BPC Embedded Model
PAK
Client
Standard
ModelUpgrade
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7.5 SP1 Local Query Designer: Planning enabled key figure
Transaction: RSWQD starts UI5 Application: local Query with restricted and calculated key figures, Filters
BPC Add-On as part of SAP BW 7.5 software componentFor BPC Standard model no additional Add-On installation mandatory
BW Workspace Query Designerplanning enabled
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SAP BW Integrated Planning / PAK ImprovementsNew with SAP BW 7.5 SP0
Improved FOX Formula handling� Enable InfoObjects as reference data � Use DataStore Objects which are not planning enabled as
reference data� Explicite reference data selection � New concept of modularization by defining FORM statements *
Advanced DataStore Objects planning enabled**� Contrary to the cube to an InfoProvider
– No “yellow” request– No Navigational attributes are present at aDSO level– Flexibility: Enhanced InfoObject Support
BPC Add-On as part of SAP BW 7.5 software componentFor BPC Standard model no additional Add-On installation mandatory
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SAP BusinessObjects Planning and Consolidation10.1 SP9
Real-Time ConsolidationKey Concepts & Roadmap
Customer
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S/4 HANA FinanceCentral Finance
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S/4 HANA Finance
SAP HANA Platform
AlignedSingle Source of Truth
AgileReal time processes
PredictiveDynamic Planning and Analysis
SAP Cash Management
Available today
SAP Accounting
Available today
Integrated Planning
Available today
Real-Time Consolidation for SAP S/4 HANA Finance
Real-Time Consolidations(Planned)New capabilities and enhanced integration for ERP and BPC but able to function wholly independent
SAP BPC NW 10.1 optimized for S/4 HANA
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Towards Real Time Consolidation – Key Objectives
Reduced Time to close (consolidation cycle time)
Support Real time Soft Close and Analysis
Optimise Performance and Scalability
Support Validation and Preparation at Source
Minimise / Eliminate data replication
Supports deep integration with core S4 HANA Finance but able to function wholly stand-alone
Additional functional capabilities based on customer input
Maintain Unification of Planning and Consolidations
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Real-Time consolidation – Phases
• BPC Consolidation on the embedded model
• Reduce TCO (single environment)
• Maintain unification of planning and consolidations
• BPC Consolidation on the embedded model –enhancements
• Eliminate / minimize data replication
• Support validation at source
• Minimize time to close• Optimize performance
and scalability• Address requests by
customers using other SAP consolidation solutions
Phase 1 Phase 2 Future Phases
SAP BPC NW 10.1Roadmap
Customer
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SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver Scope Key BenefitsReal-time consolidation With consolidation on SAP BusinessObjects Planning and
Consolidation embedded, customers can perform financial consolidation on real-time actual data from SAP S/4HANA without data replication
End-to-end line-of business (LoB) modeling Enables business users to easily define and execute their own planning scenario with reduced IT involvement
Enhanced journal Improved journal posting usability with new multiple journal templates and journal validations
Advanced consolidation monitor Customers can improve efficiency by defining consolidation-related tasks in the consolidation monitor
Advanced incremental consolidation Enhanced record-based incremental consolidation to reduce consolidation time
Continuous UX improvements Refined UX for better usability and performance on SAP BusinessObjects Planning and Consolidation HTML5 Web client
Advanced comment Full commentary capabilities, enhancing complex planning processes
Integration with predictive analytics More accurate planning with user-friendly predictive capabilities using the predictive analysis library in SAP HANA
Integration with SAP BusinessObjects Design Studio and SAP Lumira software
Able to easily build and deploy mobile-enabled analytical applications, leverage existing investments
Continuous office client convergence Converged office client providing harmonized UX for both SAP BusinessObjects Planning and Consolidation standard and embedded
Integration between SAP BusinessObjects Planningand Consolidation and SAP Disclosure Management
Seamless data integration to SAP Disclosure Management
Planned innovations
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SAP BPC NW 10.1 – Consolidation on Embedded Model
Standard ModelConsolidation Monitor
Ownership
� Ownership Manager
� Ownership Calculation
Control
� Control Monitor
� Control Report
Journal
Business Rules
� Elimination and Adjustment
� Currency Conversion
� Balance Carry Forward
� IC Data & IC Matching
� Account Transformation
� US Elimination
� Equity Pick Up
Incremental Consolidation
Parallelization Consolidation
Embedded Model (First Release)Enhanced Consolidation Monitor
Ownership
� Ownership Manager
� Ownership Calculation
Control
� Control Monitor
� Control Report
Journal
Business Rules
� Elimination and Adjustment
� Currency Conversion
� Balance Carry Forward
� IC Data & IC Matching
� Account Transformation
� Us Elimination
� Equity Pick Up
Incremental Consolidation
Parallelization Consolidation
Embedded Model (future SPs)Ownership
�Ownership Calculation
Control
� Control Monitor
� Control Report
Business Rules
US Elimination
� Equity Pick Up
Parallelization Consolidation
Capability to consume S/4HANA data without
data replication
(both transaction data and master data)
In-memory calculation logic within HANA
SAP BusinessObjects Planning and Consolidation 10.1, version for SAP NetWeaverSAP Cloud 4 Analytics
Positioning
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Introduction: Please Read
• This presentation is intended to provide guidance in the positioning of SAP Cloud for Planning (C4P) and SAP BPC.
• SAP Cloud for Planning is NOT a legal successor to any existing SAP planning solution. We continue to invest in and actively market the current SAP BPC applications, in particular SAP BPC NW.
• Specific BPC Use Cases do exist, which SAP Cloud for Planning is not designed to support and therefore should not be positioned. If cloud desired then position recommended solution on the HANA Enterprise Cloud.
• Please also refer to the FAQ which is located on the EPM Jam site at https://jam4.sapjam.com/wiki/show/fbq0PYH0ygab7BVb9QYtQp for additional information.
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Introduction: Please Read
Use cases not supported by Planning Applications as part of SAP Cloud for Analytics
Recommended Solution
“Unified” Planning and Consolidations or Consolidation only scenarios.
SAP BusinessObjects Planning and Consolidation: Consolidations
Customer specific development of functionality beyond standard capabilities required
SAP BPC NW.
Real time integrated planning for SAP BPC for S/4 HANA Finance *. (Integrated Business Planning for finance)
SAP BPC for S/4 HANA Finance add on for Suite on HANA (SAP Accounting and Integrated Business Planning Components). Note: IBP requires a BPC NW License.
Migration of existing BW-IP customers to HANA wishing to protect their existing investment in BW-IP Building of applications requiring deep integration with SAP BW and/or Business Suite
SAP BPC NW (Embedded Model)
*SAP BPC for S/4 HANA Finance (aka Simple Finance, IBPF,…)
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Sweet spots for SAP Cloud for Planning
Customers looking to deploy a SaaS (public cloud) application for planning:
• Greenfield opportunities with no SAP deployment• Complementary to an existing BPC deployment (Hybrid
scenario)• Currently using BPC Microsoft but wishing to leverage the
benefits of HANA and the Cloud without the need to acquire SAP NetWeaver and/or BW knowledge.
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Sweet spots for SAP BPC NetWeaver for Planning
Where customer is not looking for a Public SaaS based solution.
Customer requires deep integration into SAP Business Suite.
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Added Value in Hybrid Scenario
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Thank youContact information:
Planning:Detlef WassmuthProduct Management, SAP [email protected]
Consolidation:Holger HandelProduct Management, SAP [email protected]
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Produkte können länderspezifische Unterschiede aufweisen.
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