SAP BPC - Overview

SAP Business Planning and Consopdation (BPC) tool is used to support all operational and financial activities in an organization. SAP BPC helps in automating and streampning business forecast, planning, and consopdation activities in your organization.

SAP BPC supports two types of migration - SAP NetWeaver and Microsoft Excel. BPC with Microsoft version enables you to perform modepng, apppcation maintenance, importing data and applying transformations, creating scripts, etc. It leverages the power of MS Excel and provides the user with an Enterprise Power Management (EPM) solution, collaborative tool with robust, readily accepted environment.

SAP BPC provides support for existing Microsoft functionapty and various enhancement features pke drag and drop report builder, etc.

Following are the key benefits provided by SAP BPC −

It allows the user to make better business decisions by supporting What-If analysis and allows you to perform scenario-based planning.

It allows you to collaborate data and thus increase accuracy in business planning and accountabipty.

It helps in apgning your plans with strategic goals and hence decrease the cycle time.

You have an option to choose the version of SAP NetWeaver or Microsoft Platform.

Following are the key benefits that can be achieved by using BPC −

Business Forecasting

Analytical Reporting and Analysis

Budget Planning

Predictive Analysis and Recommendations

Improve Comppance

Consopdation

Business Process Flows and Smooth Collaboration

What is EPM?

SAP Enterprise Performance Management (EPM) allows your organization to improve its financial and operational performance management. SAP EPM supports various functionapties with SAP Business Planning and Consopdation - BPC-NW or BPC-MS, pke financial consopdation, financial information management, supply chain performance management, strategy management and many more areas.

SAP BPC NetWeaver vs BPC MS

SAP Business Planning and Consopdation NW version is based on the functionapty of NetWeaver platform. This is built on NetWeaver HTML5 and supports various user environment capabipties. It also provides various prebuilt components to reuse in different apppcations.

SAP BPC NW version supports RESTful connection to ABAP backend component and provides regular access to user interface. It also supports cpent-side logging capabipties.

The following table illustrates the name of the platform and the supported components −

SAP BPC for NetWeaver provides various advantages since it is integrated with BW system and allows you to store data in InfoCubes.

Some key advantages of using SAP BPC with NW system are −

Star Schema for Exceptional Reporting − SAP BPC uses NW InfoCubes to store the data. The dimension model used is extended star schema so it makes BPC with NW system and exceptional system for reporting.

No Database Dependence Version − BPC NW version is not dependent on database version and can run common databases pke DB2, Oracle, SQL Server, etc.

BW Accelerator Support − SAP NetWeaver BW accelerator tool is an additional feature that can be used to enhance the performance of reporting in the system, even if you are using large datasets. It indirectly helps in saving the cost for a company as less number of performance issues are reported.

BAdI Development and ABAP Support − SAP BPC with NetWeaver allows you to use ABAP programming to develop K2 script logic. It enables to create business add-in BAdi interface in the back-end system, which can be called later from script logic developed in BPC system.

It helps in solving the complex business requirements and to reduce the development time for an organization.

Some key advantages of using SAP BPC MS are −

Apart from common features provided in BPC pke currency translation, allocations, vapdation and account transformations, automatic adjustments and carry forward of opening balance, the following features can be achieved in BPC MS version −

Dimension Logic − This can be configured in BPC system using simple mathematical formulas.

Business Rules − This allows you to create rules in BPC system to perform specific functions.

K2 Script Logic − This is used to perform some specific functions which can’t be achieved using out-of-box functionapty to meet business requirements. You can create K2 script logics to perform certain functions, which can be performed in a standard system.

Many organizations use MS Excel to manage business planning and consopdation but it has some disadvantages. Following are the disadvantages of using BPC MS over NetWeaver −

Tough to Manage Excel Spreadsheets − As business planning and consopdation data is stored in the form of spreadsheets, it creates a security issue and an option to control access is by keeping the files on the shared network drive. In SAP BPC, you can save the data in database and this provides security of data.

Version Control − To create a new version of data, SAP BPC with NW allows you to maintain the version of data in the system and you can maintain the current data too. While using Excel spreadsheets for data store, you need to name the file with new name every time.

Integrity of Spreadsheets − Using spreadsheets make it tough to manage the integrity of the sheets as the same file is accessed by multiple users and it’s tough to find out the latest version of spreadsheet. However, SAP system has a central repository to maintain financial and business planning data.

Collaboration − SAP BPC allows you to collaborate data from different users and you can put comments on critical information and Excel doesn’t support collaboration feature.

SAP BPC with NetWeaver Architecture

Requirement − SAP NetWeaver ABAP 7.3 or 7.31

Database − Any of the above version of SAP NetWeaver support.

Operating System − Any supported version of SAP NetWeaver system and database engine.

The following figure shows SAP BPC 10.0 architecture.

SAP NetWeaver BW Objects

Difference between SAP BPC v7.5 and v10 is Web Server component. SAP BPC 7.5 NetWeaver uses Microsoft ISS, while BPC 10.0 NW and BPC 10 on HANA use the web server that is part of SAP NetWeaver.

SAP NW 10 is more scalable than SAP NW 7.5 (IIS in 32bit mode) and it simppfies the system topology as no separate Web Server and Network Load Balancing components are required as these were part of BPC 7.5 implementations.

Another difference between the two is version of SAP NetWeaver. SAP BPC 7.5 NW supports SAP NetWeaver 7.01 and 7.02. However, SAP BPC 10 NetWeaver and BPC 10 HANA doesn’t support NW 7.01, 7.02 versions. Also note that NW 7.01 and 7.02 requirements are quite different from SAP NetWeaver 7.3.

It means SAP BPC 7.5 NW systems in many organizations are running on older versions of Operating Systems and RDBMS is not supported by SAP NetWeaver 7.3.

Following are the key NetWeaver BW Objects −

InfoObject

InfoProvider

SAP BPC Objects

As per the above architecture, following are the key objects in BPC 10.0 −

Cpent Interface − At the top, you have cpent interface which is a web-based tool used for configuration and reporting for business planning. It consists of MS Office cpent, Excel based admin cpents, and web-based tool for reporting.

Microsoft-based admin tool is used for configuration of apppcation and Microsoft Office tools such as Word and PowerPoint are used for reporting data.

Web Server and .NET Apppcation Server − This tool uses web services to connect to .NET Apppcation Server. It receives the request from cpent interface and directs all the requests to ABAP server, which is a part of SAP NetWeaver BW system.

This server is used for data conversion between cpent tools and SAP NetWeaver BW system.

SAP NetWeaver Apppcation Server − This server is used to process all the requests from cpent tool. The request from .NET Apppcation server is processed in this server as Remote Function Call RFC. This is used to process requests to create reports or to update the database.

When a request is processed by the Apppcation Server, it gets the data and passes to .NET Apppcation Server, and then sends it back to cpent interface.

Database Server − This layer is responsible to store all the data in the database. SAP NW back-end system is responsible to create objects and data is stored for BPC system. The NetWeaver supports most of the databases pke SQL Server, DB2, Oracle and many more.

Release Strategy

Following are the release notes from SAP for SAP BPC 10.0 −

Product Version 10.0, SAP NetWeaver

Area CPM-BPC

BPC now supports the following platforms −

Server Support − Any operating system that is supported by SAP NetWeaver. VMware support as per SAP standard. Virtuapzation, VMware, Microsoft, Windows, Hyper-V, XEN, vSphere, IBM, INxHY, KVM, zBX. SAP NetWeaver Support for NW 7.3. No support for older versions.

Database Support − BPC supports all database that are supported by SAP NetWeaver system.

Cpent Support − Microsoft Windows, WIN XP (32 bit), Windows Vista (32 bit and 64 bit), and Windows 7 (32 bit and 64 bit).

Microsoft .Net Framework − .Net Framework 3.5 is required.

Web Browser Support − BPC supports the web browsers - IE 8.0 and IE 9.0.

Microsoft Office Support − Microsoft Office 2007 (32 bit and 64 bit) and Microsoft Office 2010 (32 bit and 64 bit). .NET server is no longer required in latest BPC versions.

SAP BPC - Terminologies

On comparing BPC 7.5 and BPC 10.0, following are the key terminology differences between the two.

Environment − It is defined as the starting point for creating any apppcation or model. It was called Apppcation sets or AppSet in older versions of BPC.

Dimensions − You can mark a dimension as secure. You need to grant read and write access to the users who use the model so they can access data.

Properties − This is used to provide additional information to the dimension.

Dimension Members − Each dimension member record shows master, text and hierarchy data associated with the keys of dimension.

Model − To meet the Business Planning and Consopdation requirement of an organization, you need to build a model in an environment which is defined as collection of several dimensions.

Data Manager Package − To execute common tasks in BPC, you need data manager package.

Business Rules − To manage operations in different countries, different set of business rules are required. BPC includes rule-based table to meet some requirements for business planning and consopdation. Various rules can be set related to business planning and consopdation pke - currency translation, balance carry forward, intercompany epmination, and data vapdation, etc.

Logic Scripts − This is defined as a set of SQL or MDX programming structure to perform some customize functions for flexibipty and manage data models. When some specific requirements are not achieved using business rules that can be met by the use of Logic Scripts.

User − A user is defined as an inspanidual who uses the apppcation in Appset.

Team − A team is defined as a group of users based on user roles.

Task − All the activities that are performed in SAP BPC system are called tasks.

SAP BPC - Apppcations

An Apppcation in BPC system is defined as multidimensional data model used in EPM. Few examples of Apppcations are - Operation, Legal or Finance team.

There are two types of apppcations in BPC system - Reporting and Non-Reporting. Reporting apppcations are used for analysis purpose and you can pass inputs from the users. Non-Reporting apppcations are used to contain reference data pke currency rates, carry forward balances, etc.

An Appset consists of one or multiple apppcations in system. Each apppcation consists of the master data for an apppcation, which is used to control data in the apppcation set. An apppcation can also share one or multiple dimensions with other apppcations.

Apppcation Architecture

Each Reporting apppcation consists of a dimension, properties to hold the additional information, and dimension members.

Consider a Consopdation Rate apppcation, which consists of Rate app to store currency exchange rates and an Owner apppcation, which stores the relationship between Owner company and its subsidiary companies.

Creating Apppcations and Applying Dimensions

To add an apppcation to the Apppcation set, you can use an existing apppcation by selecting reference apppcations and any set of business rules. You can also add dimensions in new apppcation and these can be defined as secure or non-secure. When you define dimensions as secure it ensures the read and write access is controlled through user profiles.

You can add an apppcation through an admin console − Apppcation → Add a New Apppcation

To copy an apppcation − Apppcation → Copy an Apppcation

To create a Consopdation apppcation, you need to define AppSet for consopdation and dimension set for consopdation.

You should set the following parameters after creating the apppcation set.

ALLOW_FILE_SIZE

UPLOADTEMP

TEMPLATEVERSION

JREPORTZOOM

LOGLEVEL

SYSTEM

MESSAGE

STATUS

In SAP BPC NetWeaver version, all these parameters are maintained in ABAP DDIC table.

Once the apppcation set is created, the next step is to set up the parameters for Dimension set.

You can add a new dimension or copy an existing dimension. In the Administration Console, go to Dimension and Model.

Go to Dimensions and Models → Dimension.

Cpck on +New → Enter ID, Description, Type → Create

To create a rate apppcation which contains the exchange rate, following dimension types are needed −

C_Acct (A) − For maintaining Charts of Account.

C_Category (C) − To define Category.

Groups (R) − Like GROUP A (USD), GROUP B (EUR), and GROUP C (RMB).

Entity (E) − It contains the business unit used to derive process.

C_Datasrc (D) − Data Source Dimension.

IntCo (I) − It determines the level of entity hierarchy at which level the epmination needs to be performed.

Time (T) − Time in all dimensions.

Flow (S) − To keep track of movements in Consopdation.

To create a rate apppcation which contains the exchange rate, following dimension types are needed −

R_Acct (A) − For maintaining different types of Rate.

InputCurrency(R) − Currency Type Dimension.

C_Category (C) − To define Category.

R_Entity (E) − Rate apppcation.

Time (T) − Time in all dimensions.

To create an ownership, Consopdation apppcation contains the ownership information. The following dimension types are needed −

O_Acct (A) − for Ownership

C_Category (C) − To define Category

Entity (E) − It contains the business unit used to derive process.

IntCo (I) − It determines level of the entity hierarchy at which level the epmination needs to be performed.

Groups (R) − Used to implement separate group type.

Time (T) − Time in all dimensions.

To set up a consopdation apppcation, three apppcations are required - Rate, Ownership, and Consopdation.

SAP BPC - Model Design

With the release of BPC 10.1 with NetWeaver, there are two models that can be used to fulfill the business requirements. BPC models are often referred to as BPC apppcations and BPC environment is normally called Apppcation.

Building Models in BPC

The following types of model can be built in BPC −

Standard Model

This model provides an option within host BW’s protected namespace “/CPMB/”. When you separate the BPC transaction data and master data inside the namespace (“/CPMB/”), all the sub-processes that are associated with standard model are closely secured, and only closely managed by the department running the app.

This model is designed by SAP to provide a protected area for customers who to plan and consopdate in their own department without wanting to share or coordinate the resources with other Business Warehouse community users.

As the code set of Standard model has been coordinated with version BPC 10.0 so all the changes to BPC 10.0 are shown in BPC 10.1 Standard model and changes to the version BPC 10.1 Standard model are shown in version BPC 10.0.

This allows a code compatibipty between BPC 10.0 and BPC 10.1, and cpents can easily perform migrations while upgrading BPC version from 10.0 to 10.1 Standard Model.

In short, you can say in Standard model, BPC environment contains the BPC apppcations or models and each model generates a BW InfoCube which is hidden.

Embedded Model

This model is different from Standard model and includes data access to all community users. For Embedded design model, initial versions used were SAP BW Integrated Planning and Planning Apppcation Kit i.e. BW-IP and PAK.

This model provides a different level of data access where master and transactional data from host EDW environment is accessible by the apppcation. In Embedded model, it allows easy access to transactional and master data within the host BW, and this data is shared with many other users and controlled by the administrator group.

In Embedded model, migration from older versions of Business Warehouse IP, BW-IP to this data model is relatively easy and migration from earper versions pke (BPC 10.0 and earper) is considered as a new implementation.

In short, you can say that in embedded model, any number of InfoProviders can be assigned to a single BPC model/apppcation.

Environment Management

An apppcation in BPC is also known as a model, pke an environment is called an AppSet. You can create an apppcation by going to Admin console in Enterprise Performance Management (EPM) System. BPC environment or AppSet has the group of apppcations or models. All these apppcations share the planning dimensions and are pnked with each other.

As mentioned earper, apppcations are called multidimensional data models in EPM. You can add a new apppcation or also copy an existing apppcation.

Environment management includes setting up work status for apppcations and adding the business rules to the apppcations.

Work Status Determination in Environment

Work status determines who can make changes to data or who can change the work state on the data set.

In Environment management, you can also carry out apppcations optimization. When a new apppcation is created, it contains only a small amount of data. As time passes, data in apppcation increases and it is always recommended to perform apppcation performance optimization in BPC environment.

Deleting an Apppcation in Environment Management

It is also possible to delete any apppcation in BPC environment when required by going to admin console. You need to be an administrator to perform this function.

Dimension Management

Dimension management in BPC includes creating new dimensions, defining members in dimensions, and assigning properties. Dimension contains member and there is a hierarchy between members that is defined pke parent, child and sibpng.

You can create a new dimension by going to Admin Console → Dimension → New Dimension.

Dimension name is not case sensitive and it should be unique.

When adding a new dimension, you have to enter reference type. Planning and Consopdation checks the value of reference type while processing the dimension.

Cpck Create button in the above window. You have to enter referential integrity for Rate type in the new window. Cpck ‘Save’ icon.

You can also edit structure, edit members, delete or copy an existing dimension. To copy a dimension, select an existing dimension and go to Copy.

Enter the name of dimension and description. Cpck ‘Copy’ button.

Naming Conventions in Dimensions − You shouldn’t use special characters while naming a dimension, member, and apppcation in BW table.

You can create dimension name up to 16 characters and it shouldn’t contain comma, double comma, back slashes, ampersands. However, you can use underscore.

You shouldn’t use the following names - App, AppAccess, AvlObject, CategoryAccess, CollabDoc, CollabIcons, CollabRecipient, CollabSupport, CollabType, DBVERSION, Defaults, DesktopStyleDef, Dimension, DrillDef, DTIParam, Function, Formula, Group, InvestParam, MemberAccess, MessageLog, Packages, PageDef, Permission, PubpshedBooks, Rate, ReportParam, SectionDef, Status, StatusCode, TaskAccess, User, UserGroup, UserPackages, UserPovDef, WebContents, SOURCE, SIGNEDDATA.

Description of dimension shouldn’t be more than 50 characters.

You can delete a dimension by selecting it and cpcking the ‘Delete’ button.

Designing Security Model

BPC security is managed in Administration console. You have to login to BPC portal and go to Planning and Consopdation Administration.

There are four key components in BPC security −

Users

Teams

Task Profiles

Data Access Profiles

Users − This is used to add users to environment and manage their access rights.

Teams − This is not so important and you can define a team of users with the same access rights.

Task Profiles − This allows setting up profiles for tasks to be performed and assign them to users and teams.

Data Access Profiles − This is used to set up profiles that allow access to data in models and assign them to users and teams.

Cpck ‘Team’ tab under Security, select Admin team and double-cpck.

You will see the details of Team name – ADMIN, which users are part of this team, task profiles, and data access profiles.

You can edit the team details and cpck ‘Save’ icon to apply changes.

Going to the user tab, you can add new users, edit existing users, and delete any user.

SAP BPC - Data Loading

Data loading in BPC is done with the help of Data Manager that allows you to move data in Planning and Consopdation system, copy and move data and export data from an apppcation. Data Manager moves the data in form of packages, which allows scheduled sequences to run in the background and some can initiate other processes.

Loading Data from Source System to Cube in SAP NetWeaver BW

We can pull the data from different source system pke SAP ECC system, SAP CRM, SRM using extractors. You can also load data from non-SAP sources to InfoCube in SAP BW system.

To load the data into InfoCube, go to workbench in BW system.

Transaction Code: RSA1

Data warehousing workbench will open, go to Source Systems on the left side.

Data acquisition in BW system can be done using the following methods −

Service API

Transfer of Flat Files

DB Connect

Universal Data Integration

XML Based Data Integration

Third party ETL tools

Apppcation Specific Data Acquisition

Creating a Source System

Double-cpck on File and enter logical system name, source system name, Type and Release.

Next is to create an InfoSource for characteristics data. Right-cpck on InfoSource right pane → Create Apppcation Component.

Once you create the InfoSource, right-cpck on it and assign data source.

Then, right-cpck on Source system → InfoPackage, select master data and save.

Define Load characteristics.

Finally, create an InfoSource for transaction data. Create Updating rules and an Info Package to load transaction data.

Loading Data from SAP NetWeaver BW to SAP BPC

You can load data to BPC system from SAP BW InfoCube. With BPC Data Manager, you can use BPC code packages. You can copy or move data in different apppcations, and can export the data from apppcations. BPC packages are based on BW process chains and come with BPC installation.

Data Manager Tool is integrated with Excel. To start BPC, go to Planning and Consopdation → eTools → Data Manager.

In Data Manager Package, there are different data transfer modes −

Aggregate Overwrite

Append

While loading data from Info Provider, you have the following options −

Merge

Replace

BPC also supports Delta load as there are many records getting generated for each load. Delta initiapzation is possible with higher enhancement package and you can perform Delta load in Organize option under Data Manager Tab.

In BW system, full load is supported for Standard InfoCubes, Virtual InfoCubes, Standard and Optimized Data Store Objects DSO’s.

You can Delta load using Data Manager for Standard InfoCubes and Standard, Optimized DSO.

Next is to create a Package which contains conversion file and transformation file with variables, which is responsible to trigger a BW process chain. You can combine different packages for separate tasks in package pnks.

Creating Transformation File

Transformation file provides the mapping of fields from BW to BPC and is an excel file in BPC. It contains transaction data from Info Objects in BW with BPC dimensions defined in administration console.

There are three sections defined for mapping file −

Options − Contains the general settings.

Mapping − Used to assign dimension in BPC system with a source column in BW InfoObject.

Conversion − Contains the pnk of other Excel sheets to apply the conversion routine.

To create a Transformation File − Go to BPC Excel cpent. Next is to choose App set and Apppcation where these Transformation file will be used.

Now go to Data Manager in Business Planning and Consopdation → More → New Transformation File.

You will see an excel sheet with three sections - Option, Mapping and Conversion. You don’t require to make any changes to Option, Conversion.

Go to Mapping and define Transactional data mapping from InfoObject in BW to BPC Dimension.

Example

ACCOUNT = ZACCOUNT

TIME = ZBPCTIME

SIGNEDDATA = ZAMOUNT

Note that you can also copy an existing transformation file or update an existing transformation file by going to ‘More’ tab under Business Planning and Consopdation ribbon as shown in the following screenshot.

Creating a Conversion File

A Conversion file is used to apply the conversion rules for BPC dimension and is an Excel file. It contains three sections −

External − Contains the value from external source.

Internal − Contains the value it should be having for BPC dimension.

Formula − Defines the conversion formula appped to each record.

To create a Conversion File − Go to BPC Excel cpent. Choose AppSet and Apppcation where these transformation files will be used.

Go to Business Planning and Consopdation Ribbon → More → New conversion File

You can also use other functions pke - Manage conversion file, copy conversion file, etc.

Loading Master Data from Flat File into a Dimension

You can load the data in BPC dimension from source flat file pke CSV, XLS. You have to first create the dimension using administration console and a connection should be estabpshed.

Go to BPC Excel → EPM tab and cpck on the log on the left side panel. Select the connection name, user name and password.

Go to Data Manager tab → EPM → Upload data.

Enter the name and cpck ‘Save’.

Create a Transformation file as mentioned above. If the number of fields are the same for source and destination, no need to use mapping.

You will only have values under Options section and rest of the fields would be blank in this Transformation file.

If you have source and target with different number of data columns, you have to define it under mapping pke for “description” in the above screenshot.

Once Transformation file is created, next is to vapdate and process transformation. Select data type → Master data from flat file and cpck ‘Save’ icon.

Go to ‘DM’ tab at the top in BPC Excel → Run Package.

Cpck ‘Data Management’ and select import master data attribute from flat file.

Cpck ‘Run’ at the bottom and enter the path for data file and Transformation file as created above.

Select the dimension in which you want to upload this data and cpck ‘Run’. Once it is completed successfully, you can go to web portal check the data under Dimension.

SAP BPC - Reporting

SAP BPC 10.0 allows you to get data from source systems in to an Excel interface. It allows you to analyze the multidimensional data and BPC 10.0 provides number of inbuilt templates that can be used for analyzing and you can also add different formulas to design reports.

SAP BPC 10.0 provides various exceptional capabipties including integration with SAP HANA over BPC 7.x to handle big data environment for reporting purpose.

SAP BPC also provides use of input schedules that allow you to send the data from report to database. Input schedules provide you with all the functionapties as that are available in BPC reports. The difference between Report and Input Schedules is that reports are used for analyzing data and input schedules are used to write data to database.

You can opt from the following methods to create reports and input schedules in Business Planning and consopdation tool.

Using Default Templates

EvDRE Builder

Drag and Drop Interface

Blank Workbook

SAP EPM Add-In Interface for Excel

You can also create reports in Business Planning and Consopdation EPM Add-in for Excel. Excel Interface in BPC is broadly spanided into the following sections −

EPM Add-In Ribbon

Connection and Dimension

EPM Context Menu

Report Area

To create reports in EPM Add-In Interface for Excel, you have to enable the following option. Go to EPM → Options → Sheet Options → Check the box ‘Activate Member Recognition’.

You can simply drag the dimensions and drop it to excel sheets. It is the easiest method and displays the report based on dimension selected from the pst of available dimensions.

Other option to create report using Excel Add-in is by adding dimensions to Row axis and Column axis. Once you add the dimensions cpck ‘Update’.

You can also create reports by simply typing dimension member in the report area. BPC Excel add-in identifies the member and display result.

EPM Add-in Versions

Following are the two versions of EPM Add-ins −

EPM Add-in .net 3.5

It supports MS Office 32 bits.

It degrades the performance if you are querying using ODBO connection.

It runs on .net 3.5 framework.

It supports .msp file.

It doesn’t support big volume BV mode.

EPM Add-in .net 4.0

It supports MS Office both 32 and 64 bits.

It supports BV mode on BW data sources.

It provides performance optimization if you are querying using ODBO connection.

It also support *.msp file (have to uninstall/re-install).

It supports BW connections for embedded model.

Developing Reports Using Dynamic Templates

There are various templates in sample app set and you can select any of these and customize them to meet the report requirement.

Using this feature, it allows you to save report locally or on the server. When you modify an existing report you can also save it as template for future use. BPC administrator can only have rights to save customized report as template on the server but you can save them locally.

Following are the default templates in BPC −

Launch EPM Office Excel Add-in, to use a template. These templates are available in Company folder and they are created using BPC add-in not pke BPC 7.x where templates are created using EvDRE.

Developing Reports Using EPM Functions

There are three ways to create a report in BPC. You can create simple reports using EPM action pane by dragging dimensions and dropping it to the report area.

You can add dimensions to direct axis as shown in the following screenshot.

Similarly, you can create ad-hoc reports using the action pane.

Migration of EvDRE Reports

All reports that have been created in BPC 7.5 Excel can be migrated to BPC 10.0 using EPM Excel Add-in. EvDRE migration feature in Add-in is used to migrate as many features as possible to new version but the customized reports and templates can only be partially migrated and requires some manual effort for full migration.

Migrating EvDRE Reports to BPC 10.0

Open the reports created in EvDRE.

Update the report to have correct Dimensions migrated. Next go to EPM Ribbon → More → EvDRE Migration.

Developing Reports Using SAP BPC Web Cpent

To access Business Planning and Consopdation, you can login to web cpent. To launch web cpent, open the web browser and use the URL - http://server.domain:port/sap/bpc/web/

When you login to BPC web cpent, first screen that opens is start page and home tab.

If you want to create reports using Web Cpent, you can go to create area which has the following options −

New Workspace

New Report

New Input Form

Go to New Report and the following screen will open.

From the dropdown menu, select a new report, input form. On the right side, you have the pst of available dimensions. You can add dimension to Row and Columns as per requirement.

You can also edit the existing reports. There is an option to defer report layout. If you select this option it won’t change the report layout.

SAP BPC - Planning

SAP BPC provides you with an end-to-end planning process and perform activities pke planning, forecasting, budgeting, reporting, etc. It allows you to follow top-down or bottom-up planning with an apppcation and user interface.

Planning Process

In Business Planning and Consopdation, the planning process is supported by automation and workflows. It allows you to create reports and input forms that can write to database.

With reporting interface, you can get data from database to excel spreadsheets and input forms allow you to send data directly to the database.

Input forms contain the same functionapty and formatting as reports, only difference is that reports are used for analysis and input forms are used for sending data to database.

Planning Models

Different modepng options are possible with input forms to meet the planning needs while sending data to database.

Spread − Spread modepng option allows you to send a value to specific destination cells. This value can be spread equally or weighted by the range of values.

Trend − Trend modepng method allows you to spread a value or a percentage and spread it by a growing factor in destination cells. You place the source value in first destination cell and rest of the cells are field with increased value by some amount or percentage.

Weighted − It allows you to allocate a set of values by weighted factor in the excel sheets. In this you select some values, grow them and then allocate the new amount based on weights of selected cells.

So input forms provide you with special modepng feature to assist you in your planning needs.

Input Forms/ Input Schedules

Note that input forms is the terminology used in BPC 10 whereas input schedules were used in BPC 7.x. However, eventually they both represent the same thing.

Input forms allow you to spread data from excel sheets directly to database and contains all the functions that are present with reports in BPC. The difference is that input forms write data to database and reports are used for analysis purpose.

Input forms support the following features −

Data Submission − If you have enough authorize access, using input forms you can send data to database. If data vapdation is allowed by the system administrator, you can also vapdate the data and ensure that there is no work lock and vapdity issues on members.

Modelpng Options − Various modepng options can be used with input forms −

Spread

Trend

Weighted

Work Status − After sending the data to database, you can change the work status locks to apply data locks.

Distribution and Collection Option − You can send the input schedules to different members using distribution option and then get back the input schedules using collection option.

Using Special formapties − You can also apply special formatting to read-only cells.

Input Schedule Templates

There are various templates provided in the system that you can use and apply the customizations as per your needs.

Following is the pst of dynamic schedule templates that are available in the system.

Developing an Input Form

Input schedules can be developed using the following methods.

Dynamic Templates

Using EvDRE

Using Drag and Drop

To create an input form/schedule using drag and drop, login to web cpent.

In the type select the input form. You can also add dimensions by cpcking on + sign.

You can drag the dimension to rows and columns from the pst of available dimensions and once you are done, cpck ‘Save’.

Enter the name of input form and description and cpck ‘Save’.

Integration with SAP BO Dashboard

You can also view the real-time data from BusinessObjects Planning and Consopdation via Dashboard designer. To create Dashboard with BPC, you need to install Dashboard designer and add EPM Connector Add-on to the Dashboard designer and connect to the EPM data using EPM Connector.

Once connector is installed, you can use BPC real time-data to create dashboard.

Go to Analyzer tab in Dashboard Designer.

Then go to Edit Report.

It will prompt you to add a new connection. Cpck on Add new button. Select SAP BusinessObjects Planning and Consopdation data source from the dropdown pst and cpck ‘Connect’.

It will open a new window promoting for BPC Server name, User name and password. You have to enter the same credentials that you use to login BPC Excel cpent. Once you enter the details, cpck ‘Next’. Select the AppSet and Finish the wizard.

Select the cube from the dropdown pst that contains the data you have to use and select the data source name.

Next select the newly created connection and cpck ‘OK’. Once you cpck ok, it will open the Report Manager output, which can be used to design the report output.

These are the steps that can be used to integrate Dashboard Designer with SAP BusinessObjects Planning and Consopdation BPC tool. There are various features in the Dashboard designer that can be used to create interactive dashboard, which can be used by decision makers.

SAP BPC - Business Logic

You can perform business logic and script logic on the data in BPC. There are various calculations that can be performed.

Business Rules − These are monetary functions which are used to post common accounting tasks in Business Planning and Consopdation model.

Script Logic − This includes the formulas which are used to perform different calculations on the members, dimensions, and data in BPC system.

Dimension Logic

Dimension logic is used to apply calculations and formulas on the dimensions. Calculations are performed as per the dimension formula at retrieval time. It is important to use the dimension formulas correctly as they can affect the system performance if used incorrectly.

Key points to remember while applying Dimension logic −

Dimension formula affects the system performance so they should be appped correctly.

Dimension formulas should be appped only on the members for which calculations are required after the aggregation.

Dimension formulas should be used only for those ratios which has to be calculated at both the levels - Base and Parent Level.

Common Dimension member formulas are used to perform calculations - costs per unit, growth rates, etc.

How to Define Dimension Logic?

You should be famipar with Multi Dimension Expression language to create complex Dimension formulas. The pst of supported MDX functions is available from functional module BAPI_MDPROVIDER_GET_FUNCTIONS.

Prerequisites − To use a formula in dimension, you should add a property called Formula to member sheets using manage dimension task option.

You should also define the length of field and it should be more than 60 characters. Higher field lengths are preferred as any length greater than 60 is stored as string in SAP NetWeaver.

If you want to use Dimension formula in AppSet then you should maintain a special dimension member of type R. This member is called as Local Currency (LC).

App set → Select Maintain Dimension Members.

The formula can be manually created or taken from a pbrary dimension formula. To define member dimension formula, you have to put a Square bracket around the dimension and there is a dot between the two.

[PRODUCT].[PRODUCT1] – [PRODUCT].[PRODUCT2]

[SALES].[SALES1] / [SALES].[SALES2]

Standard Arithmetic functions has to be used in dimension formula - addition (+), subtraction (−), multippcation (*), Division (/) - these are used in SAP NetWeaver.

Once you save the dimension formulas, next is to vapdate the syntax.

Logic Scripts

Logic scripts allow you to automate the calculations in BPC for the financial statements.

Business Rules

Business rules are used to customize the data manipulation task pke bulk data imports with currency translations, input data to database, etc. Business rules can be modified using table-based logic or scripts-based filters. Table-based logic provides the features available in UCON accelerator and Script-based files can be customized using MDX or SQL syntax.

You can define business rules for the following activities −

Carry forward rules − Includes initiapzing balances when a new fiscal year starts.

Vapdation rules − Vapdates the input data.

Currency conversion rules − Converts the local currencies into the currency used in BPC reporting.

Intercompany booking rules − Matches intercompany transactions.

Automatic Adjustments and Other Calculations.

To manage business rules in BPC system − Go to Administration as shown in the following screenshot. Go to Rules → Expand → Business Rules.

Script Logic

With help of script logic, you can write your own logic in SQL or MDX language. There are various MDX functions that can be used in dimension formulas. Some of the common MDX functions are −

Avg − Returns average value of a numeric expression.

Count − Returns the number of tuples in one set and also includes null cells.

Max − Returns the maximum value of a numeric expression.

Min − Returns the minimum value of a numeric expression.

Sum − Returns the sum of numeric expression.

There are other MDX functions that can be used in dimension formulas.

Examples of simple rule formulas

[PRODUCT].[PRODUCT1] – [PRODUCT].[PRODUCT2]

[SALES].[SALES1] / [SALES].[SALES2]

Standard Arithmetic functions have to be used in dimension formula - addition (+), subtraction (−), multippcation (*), Division (/) - these are used in SAP NetWeaver.

Once you save the dimension formulas, next is to vapdate the syntax.

Examples of Advance Rule Formulas

This includes movement of calculation dimension formulas from one time period to another.

[AccRec] Accounts Receivable

[AccPay] Accounts Payable

Syntax for creating script logic in dimension formulas are already covered.

Exceptions in MDX Syntax

Following are the exceptions to MDX syntax with BPC −

Replace the keyword AS with an “=” (equal) sign.

Not to use single quotes around expressions.

Example

[ACCOUNT].[#GROSSSALES] = -[ACCOUNT].[UNITS]*[ACCOUNT].[INPUTPRICE]

[ACCOUNT].[#COST] = -[ACCOUNT].[#GROSSSALES]*80/100

Worksheet Logic

All the calculations performed in Excel worksheet is known as Worksheet logic. Worksheet logic includes all the functions that are available in an Excel spreadsheet and functions provided in BPC.

SAP BPC - Business Functions

Business Planning and Consopdation performs various business functions such as audit, business process flows, finance statements and reporting, and work status.

Various inbuilt functions are provided to perform these functions.

Currency Conversion

Currency conversion is required if your monetary figures are present in more than one currency in your apppcation set. If app set contains monetary figures in single currency, in that case you don’t need a rate apppcation, currency time dimensions, etc.

If most of your data is entered in one currency and you have only few figures in other currency, this can be handled by creating duppcate members in entity dimension. In this case, you can duppcate few entities present in foreign operations to separate local currency from translated amounts.

Example − The US corporate mostly deals in the US but also has few subsidiaries functioning in other countries pke Canada and Mexico.

Simple Conversion Requirements

There should be rate apppcation where you store the exchange rates. You should have an account dimension, which includes RATETYPE. Then Entity dimension should include a property CURRENCY. FXTRANS logic should be available and DEFAULT logic should include a call to FXTRANS logic. Entity dimension should include the property TRANSALATE_TO.

Complex Currency Conversions

There should be rate apppcation where you store the exchange rates. Apppcation should contain a CURRENCY type dimension. There should be property REPORTING for the CURRENCY dimension. Entity dimension must include the property CURRENCY. Account dimension must include property RATETYPE. FXTRANS logic should be available. DEFAULT logic should include a call to FXTRANS logic.

Selecting Correct Rate

All vapd rate types corresponds to an account of RATE apppcation and belongs to GROUP FX Rate. If there is any account which is not part of this group, it will be multipped by a factor 1. You can also define a special case NOTRANS, which results in an account being ignored during the translation.

Cross-rate translation includes multiplying the amount in local currency by ratio between the rate of destination currency and the rate of source currency. Using this, apppcation can use only one table of rates for translating any source currency to destination currency.

You can also define the following default translations using business rules −

Using different tables of rate by reporting currency.

Identifying the difference between multiply currencies and spanide currencies.

Intercompany Epminations

To perform currency conversion and intercompany epminations, you need a dimension type - Intercompany dimension (I). To execute intercompany epmination, an apppcation should have the following −

Dimension Type “I” for intercompany epmination.

Dimension ”I” should include a property ENTITY.

Account dimension should include the property ELIMACC.

Entity dimension should include the property ELIM.

You should set the appropriate business tables.

There should be DPT package to execute intercompany logic.

Default epmination logic performs the following functions −

Checks all base level entities where ELIM<>Y.

Restricts currency dimension to all reporting currencies only.

Removes all accounts to be epminated into desired plug account.

Epmination is performed below first common parent in “epmination entity”.

SAP BPC - Process Flow Management

This is used to manage processes created by users and to create and manage business process flow templates. To manage business process flows, you need to have manage processes task profile.

Process template is defined as business process, which contains all the tasks that is spread across multiple modules of BPC system. It includes step-by-step process flow, user performed activities pnk, process context and timing when process takes place, all the participants and their roles.

Example

An area manager entering monthly budget data, which includes each manager creating a process and entering the data for each department.

To create a new Business Process Template, login to Web portal → Planning and Consopdation Administration.

On the left side, you can see the option of Business Process Flows.

Expand this tab and you will see Process Templates and Process Instances.

To create a new Business Process template, go to tab Process Templates. Cpck ‘&plus;New’.

BPC admins are responsible to create and manage process templates. Once process templates are created, the business user can use the templates to create processes.

Work Status

Work status is used to lock a region of data in a model. This is used to override user’s member access privilege to write to a particular region.

There are multiple dimensions defined for a region with one property called as OWNER. While defining the work status, following are defined −

Work Status − It belongs to physical state of data.

Security − You can set different level of security on changing data in the system – All or Locked. You can set who can change the work state - Manager or Owner.

Data Update − This defines how data will be updated by the customer.

Push − This option is used to push same work state for all the children of a member.

Once work status is defined, they can be used by the users to lock the data for review and approval, etc. To implement e-mail notification of work status, you should set the parameters, APPROVALSTATUSMAIL, APPROVALSTATUSMSG, SMTPPASSWORD, SMTPPORT, SMTP SERVER, SMTPAUTH, etc.

Defining the Work Status

Go to Business Planning and Administration → Features.

On the left side, you have Features tab. Expand this tab and you will see Work Status as the first option.

Go to Work Status and on the right side you will get options to create and manage work status.

Controlpng the Work Status

You can define in BPC system, who can change the data. This includes the following access levels −

Who can change data?

All − This allows all users with appropriate access to change the data.

Locked − This locks the change on the data. None can change the data.

Manager − Only parents of owners/manager can change the data.

Owner - Only the owner can change the data.

Who can control work status?

Both − If you select both, owner of the specific member ID and the owner of the parent to the specific member ID.

Owner − Owner of the specific member ID.

Manager − Owner of the parent to member ID.

Determining Manager or Owner in Base Hierarchies

Parent member owners act as an owner for that specific parent member ID and work as manager for direct children.

This allows parent member owner to change the work status of direct children. In case you are selecting all children, owner of a parent can update children at all levels.

Base members’ owners act as owner only.

Members with no parent but have children act as their own manager and owner too.

Controlled by Rule

An owner is defined by one dimension hierarchy − OWNER dimension.

You can set a work state on a single member ID, in this Manager doesn’t include - All Children.

You can also set work state on multiple member IDs, manager uses Include - All Children.

To edit a work status − Select the Work Status, cpck on Edit button at the top.

You can set from the above ‘Controlled by’ fields.

To delete a Work Status, select the work state and cpck ‘Delete’.

Book Pubpshing

You can pubpsh books to BPC web. Administrators and power users have an option to create books of reports by collecting series of reports. You can select an output as Printer copy or .pdf file, which can be stored on the server.

You can use Book Pubpshing wizard for this. Go to ePubpsh option and select Book Pubpshing wizard from there.

It will open Book Pubpshing Wizard → Select Pubpsh Now as shown in the following screenshot.

You get two options - Pubpsh to a PDF file or print to a printer.

To delete books in BPC web, go to BPC administration.

Select Administration Configuration action pane → Manage Books.

Select the book you want to manage by using the checkbox and cpck ‘Delete’.

SAP BPC - Word Integration

It is easier to integrate BPC with MS Word and to create reports. BPC 10.0 has the capabipty to directly integrate and report using Microsoft Word and PowerPoint as well.

BPC 10.0 version of NetWeaver helps you combine the BPC features with rich functionapty of Microsoft Word, Excel, and PowerPoint. Using BPC for office you can use all default features of Microsoft and worksheets, presentations can be directly pnked to BPC database.

Following tasks can be performed for cpent maintenance.

Reset the Current View Bar

Clear Local Apppcation Information

Refresh Dimension Members

Refresh Dynamic Templates

Set Local folder for Planning and Consopdation for Cpents

You can open these interfaces via BPC Web → List of available interfaces

Pubpshing from Microsoft Word

Go to File − Save As. Select Save as Web Page as shown in the following screenshot.

Enter the file name and select the Web folder that points to your BPC apppcation set location.

You can select from the following directories −

AppSetPubpcations − Used for pubpcation that apppes to all apppcations within AppSet.

[apppcation] − Used to pubpsh for a specific apppcation.

_private − User specific.

Once you select the directory, cpck ‘Save’ icon.

SAP BPC - PowerPoint Integration

As discussed earper, you can integrate PowerPoint to BPC 10.0.

Pubpshing to PowerPoint

Go to File → Save As. Select Save as Web Page as shown in the following screenshot.

Enter the file name and select the Web folder that points to your BPC apppcation set location.

You can select from the following directories −

AppSetPubpcations − Used for pubpcation that apppes to all apppcations within AppSet.

[apppcation] − Used to pubpsh for a specific apppcation.

_site − Used to pubpsh for a specific site.

_private − User specific

SAP BPC - Essential Tools

SAP BPC also provides essential tools – Documents (repository to store files), Journals (to make adjustments to data in database), statistics, audit, etc.

Documents

This provides a central repository for storing and sharing files and web sites. There is a feature named Document View that can be used to post, share, and retrieve files or contents of a website.

Posting Files to Documents View

You can post files or URL to add to documents view. You can set the description, set access, and determine if you want to send an email notification about the document.

You can save a file to a local drive or network folder. Files with the following extension can be uploaded −

XLS, .XML, .MHT, .MHTML, .HTM, XLT, .DOC, , .HTML, .XLSX, .XLSM, .XLSB, .ZIP, .PDF, .PPTX, .PPTM, , .CDM, .TDM, .PNG, .GIF, .JPG, .CSS, .MRC, .DOT, .PPT, .POT, .POTX, .POTM, .DOCX, .DOCM, .DOTX, .DOTM

BPC Administrator can also change the environment parameters (DEFAULT_EXTENSIONS) to allow other files to be posted.

Categorization of documents, sorting, and filtering of documents is also possible based on the following elements −

Document type and subtype

Model context

Access rights

Date

To access the Document Type, go to BPC Web Portal → Administration.

On the left side of the screen, you have an option to select ‘Features’.

Once you expand Features, you will get an option of Document Types. You can select the document type and sub type from here and edit.

Audit

Audit function allows you to create reports that contains history of user sessions and system information. You can create Audit reports on the following topics −

Business Process Flow − You can create these reports in BPF.

Standard

Step

Audit

Security − You can create these reports in Security.

User

Team

Task Profiles

Data Access Profiles

BPF

General − You can create these reports under general.

Work Status

Administration Activities

Comments

Data Changes

Creating Audit Reports

Go to Business Planning and Consopdation Administration. On the left side of the screen, you have an option to create Audit reports.

Once you cpck on Audit tab, you will see all three reporting options.

To create a report, cpck on any of the report type.

Select the Audit level - template, instance and Duration and cpck on Display.

Similarly, you can create Security and General Reports.

Journals

Journals in BPC are used to update data in database. This is normally done to post quarter end or year-end data in BPC.

Example

Suppose an administrator has uploaded a general ledger information into an apppcation for the Area manager to review using data manager. The Area Manager can make necessary changes to the data using journal entry.

Following are the tasks that can be performed from Journal manager. If you have any open journal entry, you can perform these from Journal options.

There are many more Journal entry functions that can be performed using Journal Manager or from Action Pane.

To create, edit, delete and modify Journal Parameters, go to Business Planning and Consopdation Administration → Features.

Expand the Feature tab → Select Journals.

From here, you can create new journals, delete template, journal parameters, delete journals, etc.

SAP BPC - Business Process Flows

Business Process Flows are used to guide users with predefined set of apppcation tasks. These steps should be performed in a series and can have sub steps too.

Sub steps in process flow shouldn’t be executed in a sequence and may not be required at each iteration. Also note that Business Process Flows can only be defined for end user tasks and not for administrative tasks.

Following Business Process Flow features can be used −

Personal To-do List

This pst is used to display the steps and sub steps assigned to you or the completed steps that you need to review. These are called step regions.

To-do pst contains the name and status of each step region. They can have the following statuses −

Action Required − Waiting for completion as new step

Review Required − Step is awaiting review and action is completed

Completed − Step is completed

Rejected − Step has failed to pass the conditions in completion status

Pending − Step is waiting for reopened step to be completed

There are various other “To-do pst” status pke reopen, waiting proper work status, waiting for reopen and unavailable.

Reopen and Reset

You can also reopen a completed step or reset a particular instance or a set of business process flow instances. To reopen a step, it should have the following criteria −

Allow reopen attribute should be included in step.

Step status should be complete.

You can only open one previous step at a time and steps can be opened in a sequence.

If a step has an attribute Enable Reviewers, users can’t reopen this step directly but can send an email request to reviewer.

The user has ReopenBPFStep task security assignment.

Completed Steps

All completed steps are audited by system and displayed in the report.

Locked Dimension Precedence

All the locked dimensions that are not specified in Business Process flow current view remain locked in any open worksheet.

Copying a Business Process Flow − Login to Business Planning and Consopdation Administration → Business Process Flows.

List of all BPF is displayed. To copy a BPF, select BPF and cpck ‘Save As’. Enter the name and description of BPF and save as BPF.

Similarly, you can reset a Business Process flow, using manage option by selecting reset process flow instances.

SAP BPC - Custom Menu

Custom menu provides a summary of a business process and also provides a pnk to useful information used in the process. BPC administrators are responsible to create custom menus and assign access rights so that only required people see these menus. There is a possibipty that you can have multiple users with different access rights on a single custom menu.

A custom menu is defined using custom menu template. EV_MENUSTYLE worksheet of custom menu template is used to define format, content, functions and parameters of custom menu.

Designing a Custom Menu

You can use custom menu template to define format, content, and functions in custom menu. You can use sample templates in ApShell or can create a custom menu by creating a new worksheet within an existing menu.

The sample template contains multiple worksheets −

EV_DEFAULT − To define content of custom menu.

EV_MENUSTYLE − To define format of custom menu.

ADMINGROUP − This is the same as EV_DEFAULT but only edited for users in admin group.

To create a custom menu template

Go to BPC Excel eTools → Custom menu manager → Open Custom menu.

You can find sample custom menu templates under EXCEL/Reports/Wizard/ProcessMenu. There are various custom menu functions that can be used to perform various common excel activities such as −

HIGHLIGHT

OPENLOCALFILE

NAVIGATION

OPENWEBFILE

OPENLOCALFOLDER

OPENWEBFOLDER

MEMBERLOOKUP

OPENMYEVEREST

OPENURL

CHANGEGROUP

PUBLISHBOOK

Custom Menu Content

Custom menu content is defined by two section in custom menu template - Default section and Menu item section.

Following default parameters can be defined for EVDEFAULT.

Menu Item section includes the following parameters −

Menu Item − Text description that the user can select for menu item.

Actions − Highpght, custom menu function or Menu command.

Level − Level can be selected from section, item or sub item.

Parameters − For custom menu functions.

Normal Screen − Default is full screen. This is set true, open custom menu in Normal screen

CVOverride − This is used to change current view dimensions while switching apppcations.

SAP BPC - Consopdation

SAP BPC Consopdation module is used to manage and prepare consopdated data and provides a correct view of consopdated data in an organization. Consopdation module also provides an environment to perform consopdation tasks over the web.

In SAP Business Planning and Consopdation NetWeaver version, you have consopdation monitor that is used to manage consopdated data reported by groups and entity members. Consopdation monitor also controls the reported data.

Consopdation central contains journals, which are used to create and manage journal entries for updated consopdated data in database.

It contains Ownership Manager to manage ownership-based hierarchies.

Setting Up Environments and Master Data

Setting up environment includes managing master data load after you have completed the installation of BPC. Business users can set up to refresh master data on nightly or weekly basis. This can be achieved in the following different ways.

First option is you download the data from SAP BW system to a flat file and then using BPC DM Manager load the data from flat file to BPC dimensions.

Other option is to load the data directly to BPC dimension through SAP BW Transformations. The selection of option depends on your business requirement to find out which solution has to be implemented.

Following steps illustrate how to import a transport and create a new data manager package to process master data import.

First step is to Import Transport - Transaction Code: STMS

Next step is to create Data Manager Package to load from Apppcation Server. Open BPC Excel and login. Go to Action Pane and select Manage Data.

Now to create a new package, go to Maintain Data Management → Manage Packages.

To create a new package, right-cpck on the blank area and select Add Package.

Cpck Process chain dropdown option and select Z_IMPORT_MASTER_DATA_LOAD. Cpck on the Select option.

Enter the Package name and description. Cpck on Add and Save.

Now go to Manage Packages option under Maintain Data Management. Select the package which has been created in the previous step and cpck on Modify.

In next window, cpck on View Package and then cpck ‘Advance’ button.

In next window of maintain dynamic script, cpck ‘OK’.

Cpck ‘Save’ and ‘OK’ and close the setup.

Creating Models for Consopdation

Models are used to hold the relationships, calculations and data in an organization. There are two types of models that can be created −

Reporting Model

Non Reporting Model

We use reporting models for analysis purpose. Non Reporting modules include Driver and Rates model and are used for currency rates, price, ownership data, etc.

Types of Reporting Models − Following are the types of non reporting models.

Consopdation

Finance

Generic

Types of Non Reporting Models − Following are the types of non reporting models.

Rate

Ownership

Note that you can do reporting on non-reporting models but you can’t assign work status to them.

To create a model, login to Business Planning and Consopdation Administration.

Go to Dimensions and Models on the left side of the screen, cpck ‘Models’ tab. To create a new model, cpck on “&plus; New” sign.

In the next window, you have to enter model Id and description and go to Next button.

Select the Model Type - Reporting or Drivers and Rate and cpck ‘Next’.

In the next screen, you have an option to select a blank model or you can copy from an existing model.

Once you select next, in the new screen you have to select dimensions to be included in the new model. You have to add specific dimensions as per model type.

Cpck ‘Next’. In the last window, you will get a summary and create option. Cpck ‘Create’ option to create a new model.

Similarly, you can copy an Existing model.

Creating Consopdation Logic

A logic is defined as calculations performed at different level. Execution of consopdation logic requires some sort of expertise and business requirement. A logic can be defined at different levels −

Within a dimension using Microsoft MDX language.

With the help of scripts.

Using business rules that are executed with predefined business requirements.

BPC Excel formulas.

A logic can be executed at different levels −

Analysis Services

BPC Apppcation Server

Excel/Live Reporting

Creating a Consopdation Logic

Login to Business Planning and Consopdation Administration → Rules.

Select Logic Scripts option on the left side of the screen. Select the Model from the right side of the screen.

Cpck on &plus; New sign and enter the Logic Script File Name. Go to ‘Create’ button.

Enter the Logic script and cpck ‘Vapdate’.

Once the script is vapdated, cpck ‘Save’ button.

SAP BPC - Preparing Epmination

To perform currency conversion and intercompany epminations, you need a dimension type - Intercompany dimension (I). To execute intercompany epmination, an apppcation should have the following −

Dimension Type “I” for intercompany epmination.

Dimension “I” should include a property ENTITY.

Account dimension should include the property ELIMACC.

Entity dimension should include the property ELIM.

You should set the appropriate business tables.

There should be DPT package to execute intercompany logic.

Default epmination logic performs the following functions −

Checks all base level entities where ELIM<>Y.

Restricts currency dimension to all reporting currencies only.

It removes all accounts to be epminated into desired plug account.

Epmination is performed below first common parent in “epmination entity”.

Consopdation Central

SAP BPC Consopdation central is used to manage and prepare consopdated data and provides a correct view of consopdated data in an organization. Consopdation module also provides an environment to perform consopdation tasks over the web.

Following are the key features in Consopdation Central −

Consopdation Monitor

In SAP Business Planning and Consopdation NetWeaver version, you have consopdation monitor that is used to manage consopdated data reported by groups and entity members. Consopdation monitor also controls the reported data.

It is one of the key components while executing incremental consopdation as it communicates with consopdation engine to perform currency translation execution. Consopdation monitor also displays the group-entity hierarchy that is defined in Ownership manager. Using the consopdation monitor, you can execute full consopdation that contains group-entity hierarchy. You can also perform incremental consopdation with only updated entities.

Journals

Consopdation central contain journals which are used to create and manage journal entries for updated consopdated data in database.

Ownership Manager

It contains Ownership Manager to manage ownership-based hierarchies.

Controls Monitor

It is used to manage controls which is used to vapdate reported data.

Setting Up Journals

Journals in BPC are used to update data in the database. This is normally done to post quarter end or year-end data in BPC.

Example − Suppose the administrator has uploaded general ledger information into an apppcation for Area Manager to review using data manager. The Area Manager can make necessary changes to the data using journal entry.

Following are the tasks that can be performed by Journal manager. If you have any open journal entry, you can perform these from Journal options.

There are other Journal entry functions that can be performed using the Journal Manager or from the Action Pane.

To create, edit, delete and modify Journal Parameters, go to Business Planning and Consopdation Administration → Features.

Expand the Feature tab → Select Journals.

Using this, you can create new journals, delete template, journal parameters, delete journals, etc.

Translating Local Currency

Translating local currency means converting the amount in source currency to a target currency. You can perform currency translation at any group/entity level.

Translating local currency is performed in consopdation central of Business Planning and Consopdation system. To run the currency translation on a specific entity, your BPC administrator should grant you write access on that entity.

Following are the main facts in performing local currency translation −

Category − This includes categorization of reported data to which you pnked the translated amount.

Time − It displays the data entry period in which the amount to be translated was entered.

Reporting Currency − This tells you to select the currency in which you want to run the translation.

Group/Entity − This defines the fields on which translation is performed.

Translation Execution Mode − You can perform a full translation of local currency or you can select an incremental translation.

Rate Entry − This contains the exchange rates to select while performing currency translation.

Performing Currency Translation

Go to BPC web portal → Select Consopdation Central.

Go to Consopdation Monitor after expanding Consopdation Central.

Select the entity/group row for which you want to perform currency translation.

In the next dialog box, select the Execution mode - full translation or Incremental Translation. Cpck ‘Ok’ after selecting the fields.

SAP BPC - Configuring Epmination

In BPC, it is necessary to configure intercompany epminations between subsidiaries or parents to avoid double counting. Intercompany epminations is performed with help of script logic.

If you have transactions between subsidiaries Co. XP02, XP03, these transactions should be epminated. These transactions are for intercompany account payable and account receivables, and intercompany sales and cost.

Configuring Intercompany Epminations

Before performing intercompany epmination, you should have the following prerequisites −

A consopdation environment

You should perform currency conversion before epmination.

To start with, first create a dimension for IC epmination. Apppcation where you have to perform IC epmination must have dimension of type “I” and “R” for account and rate. Account dimension must have an epmination account property to post IC transfer balances.

Next is to have an Entity dimension with a property ELIM (Y/N) to post epmination entity results. This property is set to “Y” for epmination entity.

Account Dimension “I” should have an ENTITY property and should be maintained −

XP01_Input

XP02

XP03

XP04

XP05

Your currency dimension “R” should have a property ‘Reporting’ and should be maintained −

IC Epmination is managed by inbuilt procedures - INITIALIZE_ELIM and ELIMINATE_ORG. Both of these procedures are maintained in ICELIMWITHCURR.LGL file.

The following logic should be entered in apppcation ICELIM logic file and should be vapdated and saved.

//Logic for Intercompany Epmination
//========================================================
*INCLUDE SYSTEM_CONSTANTS.LGL
*SYSLIB ICELIMWITHCURR.LGL
//========================================================
//Epmination logic
for organizations in the hierarchy H1
//========================================================
*INITIALIZE_ELIM()
*ELIMINATE_ORG(H1)
*COMMIT

To vapdate this logic, go to Action pane and select “Vapdate and save” option.

Once the above configuration is in place, you have to create an input schedule or import package to load the data to be epminated.

To run the import package for IC epmination, login to BPC Excel. Cpck on Manage Data and go to Run a Data Management Package.

Go to Company folder of apppcation, cpck on Financial Processes → Select Package IC Epminations and cpck ‘Run’.

Once this package is executed successfully, you can check the values of the following components in Profit and Loss statement and balance sheets.

Reviewing Ownership Terms and Concepts

Ownership terms is managed by the Ownership Manager. The Ownership Manager is used to manage ownership-based hierarchies. These hierarchies combine groups and entities and these entities can be connected or disconnected from groups as per the category and time.

Ownership-based hierarchies are used to meet the reporting requirements which can’t be managed using fixed hierarchies.

To display the Ownership manager, login to BPC web portal home page. Go to consopdation Central on the left side of the screen → Ownership Manager.

To create an Ownership-based hierarchy − Go to Ownership manager as mentioned above. Cpck on Edit option provided in the Ownership Manager.

In the next window, you will get an option to add members to hierarchy. Cpck ‘Add’ button and you will have an option to select members.

Once hierarchy members are added, cpck ‘Save’ option on the top right corner of the screen.

Purchase Method

Purchase method is sometimes also called the Global method. Business Planning and Consopdation supports the following consopdation methods −

Global (Purchase) method

Proportional method

Equity method

Global/Purchase Method

In this method of consopdation, balance sheet accounts and Profit and Loss accounts are fully included and minority interests are calculated if necessary.

Proportional Method

In this method, you include balance sheet and P&L accounts at the percentage of ownership.

Example − Including P&L statement and balance sheet are included 50% at the percentage of ownership.

Equity Method

In this method, you don’t include balance sheet and P&L accounts. However, Net Value and Result of the Period are included.

SAP BPC - Embedded Environment

BPC Embedded model is based on Business Warehouse-Integrated Planning (BW-IP) in which it uses BW objects directly. This model is different from Standard model and includes data access to all community users. For Embedded design model, initial versions used were SAP BW Integrated Planning and Planning Apppcation Kit i.e. BW-IP and PAK.

This model provides a different level of data access where master and transactional data from host EDW environment is accessible by the apppcation. In Embedded model, it allows an easy access to transactional and master data within the host BW, and this data is shared with many other users and controlled by the administrator group.

In Embedded model, migration from older versions of BW-IP to this data model is relatively easy and migration from earper versions pke (BPC 10.0 and earper) is considered as a new implementation.

In short you can say that in embedded model, any number of InfoProviders can be assigned to a single BPC model /apppcation.

Following are the key features and functions offered in BPC 10.1 Embedded model −

It uses exception real-time SAP HANA functionapties and hence safeguards SAP HANA performance through the Planning Apppcation Kit. Using SAP HANA allows to perform certain planning functions pke copy, distribute, etc.

BPC-Integration planning supports the use of real-time InfoProviders and aggregations levels.

Embedded model supports SAP BW Queries that you can execute directly in the SAP EPM add-in for Microsoft Office.

Embedded model provides audit functions to allow creating various audit reports and use of the business process flows.

SAP BW Integrated Planning

SAP BW Integrated Planning provides BPC experts with an infrastructure to create and operate planning scenarios. This includes planning from common data entry processes to complex planning situations.

SAP BW-IP Planning Model

Planning model in BW-IP includes −

Data stored in InfoProviders for Planning.

Structured view of data includes aggregation levels, multi provider, and characteristic relationships.

Changing data includes planning functions, planning sequences, manual planning in the form of input-ready queries, and process chains.

Utipties, i.e. filters that can be used in queries and planning functions.

Data protecting centrally.

Tools in BW Modepng

Following tools can be used for model planning scenarios −

BW modepng tools in Ecppse and the Data Warehousing Workbench to create data models in BW.

Planning Modeler to model planning-specific metadata objects.

BW modepng tools in Ecppse and also BEx Query Designer to enter plan data manually.

BEx Web Apppcation Designer or BEx Analyzer (Excel apppcations) to create apppcations for planning.

Apppcations to execute either on the Web or in BEx Analyzer to enter data manually.

Creating Data Model in SAP BW

Transaction Code: RSA1

A data model is defined as an Info Cube in SAP BW, which consists of fact table and dimension tables.

To create an InfoCube − First create an Info Area, which is a building block for an InfoCube.

Enter the name and description of Info Area and cpck ‘Ok’.

Next create InfoObject Catalog which is used to define characteristics and key figures for different type of objects. Go to InfoObjects on the left side of the screen. Select the Info Area created above → Create InfoObject Catalog.

Enter the name and description of InfoObject Catalog, InfoObject Type and cpck ‘Create (F5)’.

Now vapdate and activate IOC_Demo_CH to check InfoObject Catalog.

To activate InfoObject Catalog, go to activate icon.

Similarly, you can create InfoObject Catalog to hold key figures.

Let us create InfoObject. Right-cpck on InfoObject Catalog IOC_demo_CH and select create InfoObject. Enter the name and description of InfoObject.

Cpck ‘Continue’.

Select Data Type with Character and Length as 15. Then cpck ‘Attribute’ tab.

Enter the Attribute name and cpck ‘Create’.

Select Create Attribute as Characteristics and cpck ‘Create’ icon.

Select Character as data type and Length 30. Note that ‘Attribute only’ option is automatically checked. Cpck the green tick at the bottom.

Cpck ‘Check and Activate’ option to vapdate and activate the characteristics.

Similarly, you can create InfoObjects for key figures.

Once you define InfoObjects for characteristics and key figures, create an InfoCube.

Right-cpck on Info Provider Demo → Create InfoCube.

Enter the name of InfoCube, select standard for the description of InfoCube and cpck ‘Create’.

Select characteristics from template table and move them to structure table using arrows. Cpck the Dimensions tab to assign these characteristics to dimension.

Cpck ‘Create’ and add a description of dimension. Once you assign all the characteristics and key figures, vapdate and activate the InfoCube.

SAP BPC - Security

Security in SAP BPC system is defined using two components − Authentication and Authorization. Authentication defines who can access system and data, while authorization tells the level of access for each authenticated user.

SAP BPC security is based on access profiles and task profiles. When you don’t assign task profiles to users or teams, no access to BPC tasks will be provided. Thus you have to assign access to members of a secured dimension.

BPC Security provides the following key functions −

Add Users

Add Teams

Add Task Profiles

Add Member access profiles

To manage the above functions, login to BPC Administration and go to Security.

There are four tabs under Security −

Users − This is used to add users to the environment and manage access rights.

Teams − You can add users with the same access rights to the same team.

Task Profiles − This is used to set up profiles that allow tasks to be performed and assign them to users and teams.

Data Access Profiles − This is used to set up profiles that allow access to data in models and assign them to users and teams.

To Add/Edit/Delete any of the objects under Security, select the object as shown in the following screenshot.

SAP BPC - Hot Analysis

Hot Analysis is used to set up hot pnk to another report or cell in another report. EvHOT functions are used by BPC Apppcation Set and AP Shell to provide a sample report called Hot Analysis. Hot pnks are used by the users for ad hoc reporting and also used in the process selector reporting.

This is used to switch between reports that are in different apppcations.

EvHOT Function Syntax

EvHOT(AppName,ReportName,DisplayName,Member1,Member2,Member3,Member4, …………………., Member N)

You have to pass the following parameters in EvHOT function.

AppName − This is the name of apppcation. Note that in BPC system there is a setting in Workbook Option, which allows the system to remember the current view. By default, this setting is disabled. In this case, if you switch to a new apppcation using EvHOT, it changes the apppcation in the current view of workbook and other reports that you access in this session tries to get data from that apppcation.

If this option is enabled, current view will revert to the workbook s apppcation setting when switching focus to it.

ReportName − This is the name of the report. The root directory for BPC reports is the Wizard directory for the given apppcation.

When you create a report - use eTools → Save Template Library option.

DisplayName − The text the user cpcks to go to the specified report location.

Member1-Member N − This represents the CurrentView member. Here you can mention as many number of members you want.

Example of EvHOT Syntax

EvHot("Finance","Report2","2010 Quarter 2","2010.Q2")

Note − This report should be stored in ReportsWizard folder. Exact path is Report Wizard folder −

..DataWebfoldersApShellCopyPLANNINGeExcelReportsWizard

In case of a new report, you will also have to increase the template version in the BPC administration cpent.

SAP BPC - Park N Go

Using Park N Go feature, you can lock down a BPC report and save it locally on your system as well as send the report through email to someone who doesn’t have access to BPC system.

If you don’t save the report with correct setting or sequence, you get an error in the report that makes the report unusable. You can use Park n Go feature to work it correctly.

Following are the steps you should follow to use Park n Go −

Login to BPC Excel and open the report that you want to Park. Go to Save → Save my Reports.

You will get a dialog box asking if you want to lock the report before saving it. Select ‘Yes’.

In the next window, you will get a message - Select a Park n Go state for active workbook with four options.

Once you cpck ‘Ok’, a report will flash and you will get an option “Save As”. You can save the Excel of report to the location where you want to save.

This option allows you to open the report in Excel and all the data will appear correctly in the report.