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BPC NW - Training Guide - Presentation Preview Transcript

THFIINING GUIDE

Hgenda

I Concepts and Objects in BPC Administration

I Navigating in the Interface for Excel

I Data Acquisition, Transformation, Mu|tiProvider and BW Reporting
I Working with Logic

I Business Process Flows

I Drill Through

I Administration

SFIP Businessflbjects Portfolio with SFIP

Flpplications

Enterprise Performance
Management

Strategy Planning,
Managemen Budgeting and
t Forecasting

Profitability and
Cost
Management

Consolidation

Spend and
Supply Chain

Business
Intelligence

Query,
Reporting, and
Analysis

Search and
Navigation

Reporting

Dashboards and
Visualization

Advanced
Analytics

 
  
 
 
 
 
 
   

 
 

Enmpnsn pmannaneo Mung-mun
Governance, Risk, and Campllnnu

    
  

Unllled
information

Production

 

Governance, Risk,
and Compliance

Risk
Management

Process
Control

Access
Control

Global Trade
Services

Environment,

Health and Safety

 

Information
Management
Data Data
Integration Quality
Managemen
1:
Master Data Metadata
Management Management

Key Terms

I Application — transaction data tables. For example: Lega|Cons, Sales Planning, HR
Planning, Rates. A BPC application = a BW |nfoCube

I Dimensions — master data. For example: Legal Subs, Accounts, Version. A BPC
dimension = a BW characteristic

I AppSets — an environment for applications and dimensions

I Business Process Flow — a set of steps and sub steps for a process such as planning
or consolidations. Used to track progress and provide guided navigation

I Dynamic Hierarchy Editor — interface used to manage ownership data such as %
ownership. Only needed for ownership eliminations

I EVDRE — Everest Dynamic Range Exchange. The primary reporting function in BPC
excel. An array based reporting function

I Work Status — used to set work states which control data input. For example, after
the period close is complete, approve the period — which turns off any further
changes

I Business rules — tables with parameters used to perform consolidation tasks such as
balance carry forward, reclassifications, eliminations, etc

BPC Fldministration

3. Select an item from the
Admin Console Tasks to
access the Admin Console:

1. Launch BPC

   

 E:usine..' .

{Planning and j

§_C_ons_c;_li_datinn‘; BPC Administration
2. From the Launch Page, select BPC Administration. 3:;';;;g‘;:':r‘i’tt”°""

 

_~_(df'l'‘' ‘, “ Manage Applications
I4 1..
' ‘ BPC web Manage Dimensions
‘ Manage Business Rules
I .
p’ ‘ Manage Business Process Flows
Launch  BPCfurExceI _
Web Admin Tasks
 /1 l. ,u xi 3 I. ':."!r )L1“‘ -.1"-.I'4 -r 1 .:l: l »; ,-I.I'.';.' 1- — 7 Set Appset Parameters
’ 7 Set A ltcation Parameters
& BPC iorwnru 9”
Manage Books
7 ‘ Manage Document Types
g BPC 7"‘ p°W9"p°l"l Manage Document Subtypes
Manage Activity Audit
7 ‘ _ Manage Data Audit
Client Software Center
£ Manage Insight
\ ’ ‘ Publish Reports
l H,’ —> 4! . BPC Adininistiaticin Edit Drill Through Table
3». _‘ Journal Validation Rules

Security — Schema

Domains

Groups

Is

Users

BPC Users

Member Access
Profiles

Teams

Tasks Access
Profiles

fliicrosoft Office Integration

I Provides access to Word, PowerPoint and Excel
from within SAP BPC

I Includes connectivity to the BPC applications so
that you can include live data and reports in your
Word documents and PowerPoint presentations

I Utilizes the same Current View across the three
Office applications

I Business Planning and Consolidation (BPC) for
Office combines the power of BPC with the rich
functionality of Microsoft Excel, Word and
PowerPoint. With BPC for Office, you have all of
the Microsoft functionality you are used to, plus,
your worksheets, documents, and slide shows can
be linked directly to the BPC central database that
houses your company's reporting data.

Available Interfaces

E BPC for PowerPoint

Data manager Uueruieui

DM Package is a BPC module that helps managing the data moving in and out of
applications, as well as to copy or move data within and across applications

Supports mapping and complex transformations of data

BPC is delivered with a set of packages to meet many data management needs

BPC can be used to load data system to system or via flat files

Accessed from Excel via ‘Manage Data’

Getting Started - BPC for Excel ?? Man3Q9 Data Ufltians

BPC Tasks Upload data File

Open a business process flow Download data file

Open a custom menu preview data f'.|e

Available Task Eategaties Run a data management package
Reporting 8‘ Analysis View package status

Data Input

Journals View schedule status

Manage Data .. Maintain conversions

Open System Reports

Maintain transformations

Maintain data management

Logic Types

In BPC you can use four different types of logic:
I Worksheet Logic — local calculations that are worksheet—specific.

I Dimension Member Logic — formulas that are dimension member—specific, across
applications, that are calculated on—the—f|y. Some Dimension Member formulas are
delivered. You can add your own as well.

I Script Logic — app|ication—specific calculations that run as you specify, either
automatically after every data send, or scheduled and/or run manually.

I Business Rules — parameter—based logic that is used for legal and management
consolidations.

Flllocation Engine: Uueruiew

I With the help of the allocation engine we want to distribute data from one sender

to several receivers. This feature is very often used in Planning as a top—down
scenario.

I Example: simple allocation script that spreads evenly a yearly UNITS entered on
2004_|nput to all months of 2004

*RUNALLOCATION
*FACTOR = I / COUNT
*DIM ACCOUNT WHAT = UNITS; WHERE = <<<
*DIM TIME WHAT = 2004_INPUT; WHERE = BAS(2004.TOTAL)

*ENDALLOCATION

New Concepts in a BPF

BPF Instance
2008 JUL — Forecast

     
 

Step 1 T
v 
t
‘ Step 2 BPF Template

  
 
 

AAPJ Region
J
9 Step 2 EMEA
‘ 

BPF Instance
2008 Total - Budget

  

Step 1

\ R"
1 

l' Step 2
AAPJ Region
I

K EMEA

Smp2 .
‘

Drill through — Introduction

I Drill — through is an interface for Excel feature that allows detailed data from an
external source to be viewed by clicking the Drill — through option from the Action
Pane from a cell in a report for which a dri||—through has been defined

I An administrator must configure drill—through for the cell in order to see its data

I Drill—through is available on any cell that contains an EVDRE formula. ln BPC MS platform,
drill—through is also available on cells containing EVGTS and EVGET

I You can drill through to the following types of data sources

the Microsoft platform -External database
-The Journals table
-Any URL

SAP NetWeaver -Any URL

Ualidations Uueruiew

I “Validations” are designed to prevent “incorrect” records being saved to the cube.

What is deemed an “incorrect” record needs to be controlled by the customer.

I An example of an incorrect record is one where you have specified an
intercompany account, but left the Trading Partner dimension empty.

I The Validations introduce the concept of the “Driver Dimension”.

I The driver dimension is the dimension in each application that the validation rules
will be created from. In most cases, it is the Account dimension, but it can be any
dimension.

lllhat ls Concurrency Locking?

I This process is initiated only when the user tries to save the data.

I Even if there is one record in the selected data region that is locked by another data
lock anywhere in the Business Intelligence (BI) system, the whole request is not
saved.

I If the lock is obtained, then the delta records are saved.

I If the request fails, it can be resubmitted and if successful in obtaining the lock, the
request is then saved.

I This process is also done for each data package

I Timing of when locks are obtained:

I In SAP Business Planning and Consolidation, locks are obtained only during the write—back
process. A lock can not be persisted at the time of read.

lllork Status — ilionth-End Financial Example

Load Month-end data

Adjust Month-end data

Submit Month-end data

Set the Work Status defined by administrator

Lock data at Responsibility Center \
Start the review
Consolidate the data I run group consolidation
J
\
Lock data from changes for accurate Month-end
Reports
J