Sap Bpc 10 Session 5 Homework

SAP BPC - Quick Guide


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SAP BPC - Overview

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

SAP BPC supports two types of migration - SAP NetWeaver and Microsoft Excel. BPC with Microsoft version enables you to perform modeling, application 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 functionality and various enhancement features like 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 accountability.

  • It helps in aligning 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 Compliance
  • Consolidation
  • 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 functionalities with SAP Business Planning and Consolidation - BPC-NW or BPC-MS, like financial consolidation, financial information management, supply chain performance management, strategy management and many more areas.

SAP BPC NetWeaver vs BPC MS

SAP Business Planning and Consolidation NW version is based on the functionality of NetWeaver platform. This is built on NetWeaver HTML5 and supports various user environment capabilities. It also provides various prebuilt components to reuse in different applications.

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

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

ClientMicrosoft Windows Vista 32 bit and 64 bit, MS windows 7 32 bit and 64 bit Window Server 2003, 2008 and 2008 R2 terminal server 32 bit and 64 bitMicrosoft Office 2007, 2010 and 2013 Internet Explorer 9.0 and 10.0 Mozilla Firefox 17 and higher Apple Safari for iPad IOS7 and upper versions
NetWeaver Application ServerAny OS supported by NetWeaverSAP NetWeaver 7.4. Refer PAM for supported database

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 like 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 like currency translation, allocations, validation 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 functionality 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 consolidation but it has some disadvantages. Following are the disadvantages of using BPC MS over NetWeaver

  • Tough to Manage Excel Spreadsheets − As business planning and consolidation 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 simplifies 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 −

SAP BPC Objects

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

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

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

Web Server and .NET Application Server − This tool uses web services to connect to .NET Application Server. It receives the request from client 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 client tools and SAP NetWeaver BW system.

SAP NetWeaver Application Server − This server is used to process all the requests from client tool. The request from .NET Application 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 Application Server, it gets the data and passes to .NET Application Server, and then sends it back to client 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 like 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. Virtualization, 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.

  • Client 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.

BPC 7.5BPC 10.0
AppSetEnvironment
DimensionsDimensions
ApplicationsModels
Business RulesBusiness Rules
Validation RulesControl Settings
Script LogicLogic Script
Work Status SettingsWork Status Settings
Journal TemplatesJournal Templates
System Report SettingsAudit Report Settings

Environment − It is defined as the starting point for creating any application or model. It was called Application 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 Consolidation 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 consolidation. Various rules can be set related to business planning and consolidation like - currency translation, balance carry forward, intercompany elimination, and data validation, etc.

Logic Scripts − This is defined as a set of SQL or MDX programming structure to perform some customize functions for flexibility 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 individual who uses the application 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 - Applications

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

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

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

Application Architecture

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

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

ConsolidationOwnershipRate
Account (A)O_Account (A)R_Account (A)
Category (C)Category (C)Category (C)
Entity (E)Entity (E)R_Entity (E)
Groups (R)Groups (R)InputCurrency (R)
Time (T)Time (T)Time (T)
Intercompany (I)Intercompany (I)
DataSource (D)
Flow (S)

Creating Applications and Applying Dimensions

To add an application to the Application set, you can use an existing application by selecting reference applications and any set of business rules. You can also add dimensions in new application 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 application through an admin console − Application → Add a New Application

To copy an application − Application → Copy an Application

To create a Consolidation application, you need to define AppSet for consolidation and dimension set for consolidation.

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

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

To create a rate application 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 elimination needs to be performed.

  • Time (T) − Time in all dimensions.

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

To create a rate application 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 application.

  • Time (T) − Time in all dimensions.

To create an ownership, Consolidation application 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 elimination needs to be performed.

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

  • Time (T) − Time in all dimensions.

To set up a consolidation application, three applications are required - Rate, Ownership, and Consolidation.

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 applications and BPC environment is normally called Application.

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 consolidate 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 compatibility between BPC 10.0 and BPC 10.1, and clients 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 applications 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 Application 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 application. 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 earlier versions like (BPC 10.0 and earlier) 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/application.

Environment Management

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

As mentioned earlier, applications are called multidimensional data models in EPM. You can add a new application or also copy an existing application.

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

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 applications optimization. When a new application is created, it contains only a small amount of data. As time passes, data in application increases and it is always recommended to perform application performance optimization in BPC environment.

Deleting an Application in Environment Management

It is also possible to delete any application 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 like parent, child and sibling.

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 Consolidation checks the value of reference type while processing the dimension.

Click Create button in the above window. You have to enter referential integrity for Rate type in the new window. Click ‘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. Click ‘Copy’ button.

Naming Conventions in Dimensions − You shouldn’t use special characters while naming a dimension, member, and application 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, PublishedBooks, 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 clicking 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 Consolidation 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.

Click ‘Team’ tab under Security, select Admin team and double-click.

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 click ‘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 Consolidation system, copy and move data and export data from an application. 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 like 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
  • Application Specific Data Acquisition

Creating a Source System

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

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

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

Then, right-click 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 applications, and can export the data from applications. 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 Consolidation → 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 −

BPC also supports Delta load as there are many records getting generated for each load. Delta initialization 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 links.

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 link of other Excel sheets to apply the conversion routine.

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

Now go to Data Manager in Business Planning and Consolidation → 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 Consolidation 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 applied to each record.

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

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

You can also use other functions like - 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 like CSV, XLS. You have to first create the dimension using administration console and a connection should be established.

Go to BPC Excel → EPM tab and click 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 click ‘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 like for “description” in the above screenshot.

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

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

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

Click ‘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 click ‘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 capabilities 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 functionalities 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 consolidation 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 Consolidation EPM Add-in for Excel. Excel Interface in BPC is broadly divided 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 list 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 click ‘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 −

Subtotals by AccountThis custom report contains Account dimension with subtotals in rows and any dimension across in columns.
VarianceThis custom report contains any dimension in rows and categories comparison in columns. It also features variances calculation (both amount and percentage). With both YTD and Periodic boxes.
ConsolidatingThis custom report contains any dimension in rows and Entity type members across in columns with hierarchy.
Comparative XThis custom report contains any dimension in rows and categories comparison in columns and also retrieves the last year same period data. With both YTD and Periodic boxes.
Comparison with 3 -yearYear over Year comparison.
Drill in PlaceThis template performs drill in place.
NestedThis allows any two dimensions to be nested in a row and a third dimension in column.
Sort on valueThis template performs the sort on total value.
Drill DimensionThis allows to use drill in one dimension to other.

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 like 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 Client

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

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

If you want to create reports using Web Client, 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 list 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 like planning, forecasting, budgeting, reporting, etc. It allows you to follow top-down or bottom-up planning with an application and user interface.

Planning Process

In Business Planning and Consolidation, 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 functionality 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 modeling options are possible with input forms to meet the planning needs while sending data to database.

Spread − Spread modeling 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 modeling 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 modeling 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 validation is allowed by the system administrator, you can also validate the data and ensure that there is no work lock and validity issues on members.

Modelling Options − Various modeling options can be used with input forms −

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 formalities − 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 list of dynamic schedule templates that are available in the system.

Account Trend or Entity TrendThis schedule contains Account type members in rows and time periods in columns, using EvDRE functions.
Entity TrendThis schedule contains Entity type members in rows and Entity type members in columns, using EvDRE based functions.
ConsolidatingThis schedule contains Account type members in rows and Entity type members in column, using EvDRE based functions.
Nested RowThis schedule provides the ability to choose the dimensions and members on the row, column and page. Two-row dimension can be selected and they will be nested. It also uses EvDRE functions.
ComparativeThis schedule contains Account type members in rows and Category type members in columns with a variance column, using EvDRE based functions.

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 client.

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

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

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

Integration with SAP BO Dashboard

You can also view the real-time data from BusinessObjects Planning and Consolidation 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. Click on Add new button. Select SAP BusinessObjects Planning and Consolidation data source from the dropdown list and click ‘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 client. Once you enter the details, click ‘Next’. Select the AppSet and Finish the wizard.

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

Next select the newly created connection and click ‘OK’. Once you click 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 Consolidation 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 Consolidation 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 applied correctly.

  • Dimension formulas should be applied 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 familiar with Multi Dimension Expression language to create complex Dimension formulas. The list 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 library 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 (−), multiplication (*), Division (/) - these are used in SAP NetWeaver.

Once you save the dimension formulas, next is to validate 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 like 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 initializing balances when a new fiscal year starts.

  • Validation rules − Validates 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 (−), multiplication (*), Division (/) - these are used in SAP NetWeaver.

Once you save the dimension formulas, next is to validate 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

Mvmt Acc RecMovement in Accounts Receivable(if([Time].CurrentMember.Children.Count = 0,[Account].[AccRec]-([Account].[AccRec],[Time].PrevMember) SUM(Descendants[Time].CurrentMember,[Time].[Month],LEAVES)))
Mvmt inventoryMovement in Inventory(if([Time].CurrentMember.Children.Count = 0,[Account].[Inventory]-([Account].[Inventory],[Time].PrevMember) SUM(Descendants[Time].CurrentMember,[Time].[Month],LEAVES)))

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 Consolidation 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 application set. If app set contains monetary figures in single currency, in that case you don’t need a rate application, 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 duplicate members in entity dimension. In this case, you can duplicate 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 like Canada and Mexico.

Simple Conversion Requirements

There should be rate application 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 application where you store the exchange rates. Application 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 valid rate types corresponds to an account of RATE application and belongs to GROUP FX Rate. If there is any account which is not part of this group, it will be multiplied 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, application 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 divide currencies.

Intercompany Eliminations

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

  • Dimension Type “I” for intercompany elimination.
  • 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.
DimensionPropertyLengthContent
AccountELIMACC20Valid account
EntityELIM1 charIt contains ‘Y’ or blank
IntercompanyEntity20Entity Id w.r.t Intercompany member
CurrencyReporting1‘Y’ or blank

Default elimination 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 eliminated into desired plug account.
  • Elimination is performed below first common parent in “elimination 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 link, 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 Consolidation 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. Click ‘+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.

Controlling 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, click 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 click ‘Delete’.

Book Publishing

You can publish 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 Publishing wizard for this. Go to ePublish option and select Book Publishing wizard from there.

It will open Book Publishing Wizard → Select Publish Now as shown in the following screenshot.

You get two options - Publish 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 click ‘Delete’.

SAP BPC - Word Integration

It is easier to integrate BPC with MS Word and to create reports. BPC 10.0 has the capability 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 functionality of Microsoft Word, Excel, and PowerPoint. Using BPC for office you can use all default features of Microsoft and worksheets, presentations can be directly linked to BPC database.

Following tasks can be performed for client maintenance.

  • Reset the Current View Bar
  • Clear Local Application Information
  • Refresh Dimension Members
  • Refresh Dynamic Templates
  • Set Local folder for Planning and Consolidation for Clients

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

Publishing 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 application set location.

You can select from the following directories −

  • AppSetPublications − Used for publication that applies to all applications within AppSet.
  • [application] − Used to publish for a specific application.
  • _private − User specific.

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

SAP BPC - PowerPoint Integration

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

Publishing 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 application set location.

You can select from the following directories −

  • AppSetPublications − Used for publication that applies to all applications within AppSet.

  • [application] − Used to publish for a specific application.

  • _site − Used to publish 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.

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 Consolidation Administration. On the left side of the screen, you have an option to create Audit reports.

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

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

Select the Audit level - template, instance and Duration and click 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 application 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.

TaskNavigation
Creating a Journal EntryThis can be done using the Action Pane
Modifying a Journal EntrySave as option can be used to save journal entry with new ID
Copying a Journal EntryFrom journal list, select a journal entry and copy to confirm
Searching for a JournalSelect new query from Journal Manager
Reopening a JournalSelect reopen journals

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 Consolidation 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 application 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 list 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 list 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 list” status like 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 Consolidation Administration → Business Process Flows.

List of all BPF is displayed. To copy a BPF, select BPF and click ‘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 link 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 possibility 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.

ParametersOptions
NORMALSCREEN

Value is True − It opens the custom menu in Excel interface.

Value is False − It opens the custom menu in Standard Excel.

HIDEEVTOOLBARS

If Value is True − It will hide the Planning and Consolidation Toolbar.

If Value is False − It will display the Planning and Consolidation Toolbar.

CVLIST

It is used to define the dimensions that has to be displayed on the top of custom menu page. These dimensions can be changed into the report mentioned in Custom menu.

Menu Item section includes the following parameters −

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

  • Actions − Highlight, 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 applications.

SAP BPC - Consolidation

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

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

Consolidation central contains journals, which are used to create and manage journal entries for updated consolidated 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 Application 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-click on the blank area and select Add Package.

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

Enter the Package name and description. Click 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 click on Modify.

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

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

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

Creating Models for Consolidation

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.

  • Consolidation
  • Finance
  • Generic

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

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 Consolidation Administration.

Go to Dimensions and Models on the left side of the screen, click ‘Models’ tab. To create a new model, click on “+ 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 click ‘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.

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

Similarly, you can copy an Existing model.

Creating Consolidation Logic

A logic is defined as calculations performed at different level. Execution of consolidation 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 Application Server
  • Excel/Live Reporting

Creating a Consolidation Logic

Login to Business Planning and Consolidation Administration → Rules.

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

Click on + New sign and enter the Logic Script File Name. Go to ‘Create’ button.

Enter the Logic script and click ‘Validate’.

Once the script is validated, click ‘Save’ button.

SAP BPC - Preparing Elimination

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

  • Dimension Type “I” for intercompany elimination.
  • 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.
DimensionPropertyLengthContent
AccountELIMACC20Valid account
EntityELIM1 charIt contains ‘Y’ or blank
IntercompanyEntity20Entity Id w.r.t Intercompany member
CurrencyReporting1‘Y’ or blank

Default elimination 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 eliminated into desired plug account.
  • Elimination is performed below first common parent in “elimination entity”.

Consolidation Central

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

Following are the key features in Consolidation Central −

Consolidation Monitor

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

Go back to the EPM WIKI Space

Enterprise Performance Management How-to Guides

* PLEASE NOTE: Any functionality demonstrated in a How-to Guide has not been formally tested by SAP, and therefore, is NOT an officially suppo rted part of the product. If you have any questions on a How-to Guide, or find any potential issues, please do not create a message in OSS - Support will not take questions on How-To-Guides. Instead, please post your question to the EPM forum on SDN, and any questions will be answered there.

Disclosure Management

How-to... Secure Data Integration between SAP BusinessObjects (PDF 1 MB)

This paper explains how to set up a connection to read report-data from BPC or FC. This approach uses the distribute function of the EPM Excel Add-in to generate reports automatically and describes how DM consumes the data.

Spend Performance Management

How To... Setup Authorization in Spend Performance Management (PDF 547 KB)

Like all application Spend Performance Management application has information which needs to be based on data level security. Specific users or group of users should only be allowed to access data related to their Source System or Cost Center.

Strategy Management

How to Change and Customize Terminology (PDF 224 KB)

This document describes how to change the SAP Strategy Management user interface terminology to conform to your SAP Strategy Management implementation. The customizations described in this document are for your entire SAP Strategy Management community.

How to Translate the User Interface Into Additional Languages (PDF 257 KB)

The SAP Strategy Management 2007 product installation includes user interfaces in English, French and German, Spanish and Portuguese. This document explains how to set up and translate the SAP Strategy Management 2007 user interface to run in a language other than these languages.

How to Manage the Entry and Approval Process(PDF 877 KB)

This How-To guide covers the data entry and approval process for SAP Strategy Management (SSM), considerations in the data collection approach, and issues around the implementation and management of the entry and approval process.

How To Create a PAS Model in Cube Builder(PDF 22 KB)

This is documentation that allows savvy business-users to create simple PAS models in Strategy Management 7.0 using the HTML Cube Buildier.  Cube Builder is avaiable at the Service Marketplace in Note #1156272.

How-to Customize Strategy Management 7.0(PDF 1294 MB)

This document discusses modifications a consultant may make to SAP Strategy Management 7.0 and how to transport these modifications from a development environment to an SSM QA and/or an SSM Production environment. This document reviews examples of customizations made to SSM.

How-to load SAP Netweaver BW data into SAP BusinessObjects Strategy Management(PDF 149 MB)

With SAP BusinessObjects Strategy Management 7.X, customers have the opportunity to leverage any prior investments in SAP BW and bring SAP NetWeaver BW data to their SSM implementation.

SSM 7.0

Best Practices: The BI Connector in SSM 7.0(PDF 190 KB)

This Best Practice Guide for the BI Connector in SSM 7.0 brings together previously undocumented detailed information that was not included in the original BI Connector RKT material as well as lessons learned from the very first customer projects that used the connector. It is current as at SSM 7.0 SP02.

How To Handle Seasonality in KPIs(PDF 42 KB KB)

The effects of seasonality to a business affect more than ice cream vendors and skiwear shops! It is an issue that impacts almost every business - from private industry to government. Most obvious impacts are to marketing, staffing, and cash flow. In the context of strategic planning, seasonality is a key consideration when identifying key performance indicators (KPIs) and setting performance targets. The purpose of this document is to provide background on how to handle seasonality with the SAP Strategy Management (SSM) solution.

Building Better Scorecards Using Workflow Based Data Entry(PDF 175 KB KB)

While many organizations that have effectively implemented strategy management solutions have a solid infrastructure for uploading KPI data (actual and target values) to build their scorecards, many still struggle with the question of how best to obtain data that does not reside in a transactional data source and therefore must be entered manually by business users. This paper outlines a process and software solution that can be used to develop a secure, repeatable, workflow based methodology for allowing business users to manually enter scorecard data.

Profitability and Cost Management

How To bring SAP BusinessObjects Profitability and Cost Management (PCM) Result Table Data to SAP NetWeaver BW using DB Connect (PDF 371 KB)

Customers who have implemented PCM alongside an SAP BW installation may want to bring the PCM result data back to SAP BW to ensure that BW remains the single unified version of the truth in the organization.

How to Generate Product and Customer Data Views using Planning and Consolidation, Profitability and Cost Management, and Financial Information Management

(PDF 1 MB)

The objective of this guide is to provide an understanding of the mechanisms for transferring transactional data from SAP BusinessObjects Planning and Consolidation (BPC) into SAP BusinessObjects Profitability and Cost Management (PCM) using SAP BusinessObjects Financial Information Management (F.I.M.). Once data is successfully transferred into the PCM application allocations are processed to provide additional Customer and Product data segmentation.

Financial Consolidation

Working languages in SAP BusinessObjects Financial Consolidation 7.5 (PDF 625 KB)

The main objective of this "How To Guide" is to give some recommendations for FC 7.5 to the consultant who wants to install and to implement FC 7.5. This presentation is based on the feedback from our Ramp-Up customer LUKOIL which used Russian language and changed the languages in the defaultlanguages.xml for the database pre-initialization step before the migration step.

Business Planning and Consolidation, version for the Microsoft Platform

BPC 5.x

How to Build SSIS Packages for BPC 5.0(PDF 1011 KB)

This how-to guide covers the baseline principle of setting up a SAP BPC 5.0 data manager package using SSIS in SQL 2005.

How to Backup and Restore with SAP BPC 5x (SQL 2005)(PDF 845 KB)

This guide shows the typical backup and restore procedures for SAP BPC 5.1 on top of Microsoft SQL Server 2005.

How to Backup and Restore with SAP BPC 5x (SQL 2000) (PDF 267 KB)

This guide shows the typical backup and restore procedures for SAP BPC 5.1 on top of Microsoft SQL Server 2000.

How to Use MDX Dimension Formulas(PDF 451 KB)

In SQL 2000, AS does not recognize the separate dimensions as a single dimension when considering dimension formulas. In SQL 2005, AS does recognize the separation as a single dimension but consider formulas by hierarchy. These differences have created the need for this document.

How to Manage Data with BPC 5.x with Data Manager Tools (PDF 992 KB)

This How-To demonstrates how to leverage the data manager tools within BPC and perform tasks such as uploading data.

How to Perform a BPC Multi-Server Install (PDF 3310 KB)

This How-To walks you step by step through how to perform a multi server installation for BPC 5.1 on Microsoft SQL Server 2005.

How to Build a Custom Menu for BPC 5.x (PDF 746 KB)

This How-To is an introduction on how to create BPC 5.x Custom Menus. 

How to Setup a Security Concept in SAP BPC 5.x(PDF 955 KB)

This How-To is an introduction into the SAP BPC 5.x security model.

How to Maximize Advanced Formatting for BPC 5.x(PDF 295 KB)

When implementing BPC for reporting or input of application data, the primary BPC Excel function is EVDRE. In order to maximize the customer and user experience with EVDRE, projects should always identify planned formats for the Reports / Input templates and document this in a framework called a Style Guide. The style guide should outline the expected format options for any and all combinations of data, headers, and blank spaces used in the BPC Reporting framework.

How to Utilize Allocations in SAP BPC 5.x  (PDF 297 KB)

BPC Script documentation and features for utilizing the ALLOCATION functionality.This document provides detailed information regarding the logic script syntax and examples to assist in using the tool in applications.

How to Set-Up Intercompany Matching  (PDF 858 KB)

How to set-up an intercompany matching application and how to book the resulting intercompany differences.

How to setup Carry forward and Account transformation business rules  (PDF 841 KB)

This how-to guide will focus on the fundamentals of building two different Business Rules, the Carry Forward Rule(CopyOpening), and the Account Transformation Rule(CalcAccount).  Business Rules provide the mathematical foundation for the BPC application, and allows the clients to manage both management and legal consolidaiton reporting.

How-to run SAP BPC in a VMWare environment  (PDF 841 KB)

This How-to guide will focus on the particularities of running SAP Business Planning and Consolidation in a VMware environment.

How-to add comments in BPC  (PDF 605 KB)

This How To Use Comments guide focuses on the fundamentals of creating, modifying, reporting and extracting, of the comment functionality within BPC 5.x and BPC 7.0 M.

SAP BPC 5.0 and 5.1 Performance and Reliability tips (PDF 55 KB)

This is short list of hints to solve common performance and reliability issues of SAP Business Performance and Consolidation (aka BPC) 5 and 5.1. Most of them were come from troubleshooting of escalated customers. Since BPC 7 for Microsoft is direct child of 5.1, many of these hints are still valid even under BPC 7 for Microsoft platform.

How to use SSL with BPC  (PDF 186 KB)

This how-to guide provides best practices for configuring SSL with BPC

How-to partition in SSAC for BPC 5.X  (PDF 462 KB)

In order to improve Performance, please use this how-to guide to create partitioning.

How-To Use the SAP BusinessObjects Planning and Consolidation(BPC) Toolkit for LoadRunner  (PDF 1,161 KB)

This How-To guide consists of a utility named the BPC LoadRunner Toolkit and a How-To guide describing how to use the toolkit. The application currently contains three components: one that assists in script recording and two that support user parameterization.

How To Plan and Execute LoadRunner Scenarios for SAP BusinessObjects Planning and Consolidation  (PDF 2,071 KB)

This How-To guide provides guidance and suggestions for using HP LoadRunner with SAP BusinessObjects Planning and Consolidation. It covers all topics from planning a scenario to recording LoadRunner scripts, and finally analyzing the results.

BPC 7.0 (MS)

How to Use BPC Business Process Flows Services within Xcelsius(PDF 1 MB)

This guide shows how to display "SAP Business Objects Planning and Consolidations 7.0, version for the Microsoft Platform" BPF information within the Xcelsius tool.

How to Use BPC MS Data within Xcelsius(PDF 4 MB)

This guide shows how to use data from "SAP Business Objects Planning and Consolidations 7.0, version for the Microsoft Platform" within the Xcelsius tool.

Usage and Considerations of evDRE in BPC 7.0M(PDF 386 KB)

A guideline to assist any user with reporting best practices using evDRE, a BPC Excel function.

Enabling the BPC 7.0 Management Console(PDF 947 KB)

Documented steps for supporting the installation of the Management Console in the BPC 7M version, in addition to the Installation guide.

How to Utilize Allocations in SAP BPC 5.x  (PDF 297 KB)

BPC Script documentation and features for utilizing the ALLOCATION functionality.This document provides detailed information regarding the logic script syntax and examples to assist in using the tool in applications.

How to set-up Intercompany Matching  (PDF 858 KB)

How to set-up an intercompany matching application and how to book the resulting intercompany differences.

How to Manage BPC and M Time Dimensions and Custom Measures  (PDF 940 KB)

The purpose of this guide is designed to support customers who require the addtion of a Multi-Hierarchy Time Dimension, and provides guidance on adding new Measures to the Application set.

How to understand the Management Console  (PDF 1473 KB)

This How-to Guide will help you navigate and understand the Management Console available in 7M.

How to do Currency Translation for Financial Application using SAP BPC 7.0 version for Microsoft SQL Server (PDF 410 KB)

This HTG will show how to do the basic setup to efficiently do currency translation for Financial Application using the BPC MS using Business Rule. This will also focus on what the dimension properties and the relevant setting required for creating the Currency translation using the Business Rules tables and script logic using the BPC MS. This will also show how to setup the data package to run the task using the "BPC Excel" Successfully. Please note that this HTG is for running currency translation in reporting currency mode only i.e. for Financial Application. If you want to run currency translation in group mode, there are some extra conditions that are needed. Please refer to the HTG on "How to run Currency translation for Consolidation Application in BPC MS" to see how to run in group mode.

BPC 7.5 (MS)

How To ... Mass Import Security for BPC MS (PDF 1MB)

This guide explains how an admin user or a consultant can import and export security information within SAP Business Objects Planning and Consolidations Microsoft Platform. SAP Business Objects Planning and Consolidations currently provides a wizard support adding or removing a single user at a time. This guide provides a means for mass user maintenance using a SSIS package and a custom task.

Business Planning and Consolidation, version for the SAP NetWeaver Platform

BPC 7.0 (NW)

How To Use the BPC Mass User Management Tool(PDF 1 MB)
This guide will introduce the BPC_NW User Management Tool, which is a custom program which allows mass maintenance of the BPC_NW security objects.  These objects include users, teams, team assignments, task profiles, member access profiles, task profile assignments, and finally, member access profile assignments. This custom program uses the  BPC_NW user management APIs, the same APIs used by the BPC_NW Admin Console, to correctly create or update the associated security objects.

How to Promote Reports and Input Schedules through your System Landscape(PDF 374 KB)

This how-to guide will demonstrate how to move reports and input schedules to target systems within your system landscape...

How to Use BPC Data Manager to Import Master Data and Transaction Data from 3rd Party Systems via SAP BusinessObjects Data Services(PDF 2 MB)

This guide explains how to use BPC Data Manager to execute BOBJ Data Services Jobs... This is to allow BPC users to use their same user interface, while leverage the power of data services for 3rd party data access...

How to Create Customer measure formulas for Fiscal Periodic, QTD and YTD(PDF 867KB)

Today, within BPC NW, there exist the concept of measure formulas to be used within applications for reporting. This guide will show how to customize these measure formulas and create your own.

How to Create Create Custom Menu within BPC NW(PDF  2 MB)

In this scenario, we will show you how to create custom menu with pre-defined planning processes. We will also explore the supported functionality differences between BPC MS and BPC NW.

How to Link SAP BPC Excel from an Enterprise Portal(PDF 180 KB)

This document shows you how to link SAP BPC Excel from an enterprise portal.

How to Automate Master Data Loads in BPC NW(PDF 1 MB)

This How-to guide provides information on how-to automate Master Data loads in BPC 7.0 NW.

How to Run a Top Down Allocation within BPC NW(PDF 2 MB)

In this scenario, we will show how to do a top down allocation in BPC NW.

How to Pass parameters to custom logic BADI using START_BADI(PDF 2.07 MB)

In this scenario, we will pass parameters to ABAP custom logic using START_BADI statements within Script Logic. As an example, we will be implementing Declining Depreciation function (Similar to DECD keyword from FOX) using BADI implementation.

How to Pass Dynamically Parameters to Script Logic from Data Manager(PDF 1.2 MB)

In this scenario, we will try to pass runtime parameters (called "prompts") from data
manager to script logic.

How to Use BPC NW Data within Xcelsius(PDF 3 MB)

This guide shows how to use data from "SAP Business Objects Planning and Consolidations 7.0, version for SAP NetWeaver" within the Xcelsius tool.

Data Modeling Considerations for BPC Time Dimensions(PDF 191 KB)

This paper discussed a methodology to align BI and BPC data models.  The time data format issues are discussed and a technical solution is proposed.

How to apply SP1 to BPC 7.0(PDF 698 KB) 

This guide describes in a step-by-step approach how to apply SP01 to SAP BPC 7.0 NW.

How to apply SP2 to BPC 7.0(PDF 820 KB) 

This guide describes in a step-by-step approach how to apply SP02 to SAP BPC 7.0 NW.

How to Export BPC Transaction Data Using a Custom Process Chain(PDF 991 KB) 

This guide describes in a step-by-step approach how to create a custom process type for exporting BPC transaction data to a flat file.

How-to Set-Up Extraction of Balances for BPC NW 7.0(PDF 649 KB) 

This document describes how to set up extraction of balances from SAP ECC 6.0 system (transaction system) for the purpose of consolidation in SAP BPC 7.0 NW system.

How to Create a Custom BPC Process Chain(PDF 1.27 MB) 

This guide provides a how to for creating Custom BPC Processes.

How-to Desitnation App(PDF 820 kB) 
Transport for How-to Guide(Transport ) 

This guide provides the step by step instructions for creating and the use of a custom BADI that replicates the full functionality of the SAP BusinessObjects Planning and Consolidation process "Destination_App". Numerous script logic examples as well as extensive error messaging explanations are provided.

How To Use COPYOPENING using SAP BusinessObjects Planning and Consolidation for the SAP NetWeaver Platform*(PDF 245 KB) 

This document describes how to set up Balance Carry Forward using the COPYOPENING script with SAP BusinessObjects Planning and Consolidation(BPC) 7.0 for the SAP NetWeaver platform.

How to do Currency Translation for Financial Application using SAP BusinessObjects Planning and Consolidation 7.0 for the SAP NetWeaver Platform (PDF 358 KB)

This document describes how to set Currency Translation for Financial application with SAP BusinessObjects Planning and Consolidation for the 7.0 SAP NetWeaver BI based version.

How to Email a Data Manager Package Log to a Team(PDF 689 KB)

This guide describes in a step-by-step approach how to use the "Email Team" process type to email data manager package logs to a team.

How To...Custom BADI for rounding off values in SAP BUSINESSOBJECTS Planning and Consolidation, version for SAP NetWeaver(PDF 125 KB)

This guide provides the step by step instructions for creating and the use of a custom BADI that rounds off the value as per the decimals specified by the user in parameters. Numerous script logic examples as well as extensive error messaging explanations are provided.

How to do Breakdown Validation in SAP BPC 7.0 for the SAP NetWeaver Platform(PDF 433 KB)
This HTG will show how to do the basic setup to efficiently do breakdown validations in BPC NW. This will also focus on what the dimension properties and the relevant backend setting required for creating the backend validations in the SAP NetWeaver system. This validation will ensure that only valid records are written to the cube during write back.

How To Setup a Legal Consolidation Application using SAP BPC 7.0 version for SAP NetWeaver(PDF 1 MB)

This HTG goes through the basic setup of a Legal Consolidation Application in BPC for SAP NetWeaver. Furthermore, it discusses the relevant dimension properties and the setting required for creating the Currency translation, eliminations, and other operations using the Business Rules tables and script logic within BPC in SAP NetWeaver. Please note that this HTG will discuss only the overview of running currency translation, inter unit elimination, balance carry forward etc. For more details please refer to the How To guide for each individual topic.

How To... Mass Delete Data Manager Log Files (PDF 312 KB)

This guide will demonstrate how to mass delete data manager log files based on a retention period.

How To... Use the Shared Query Engine Post Process BAdI (PDF 786 KB)

This guide provides the step by step instructions for the creation and the use of a custom SQE BADI that implements matrix or intersectional security.

How To... Use the Write Back Pre-Process BAdI (PDF 957 KB)

This guide provides the step by step instructions for the creation and the use of a custom BADI for writing to a parent level in the write back module of BPC.

How To... Move data between applications using Data Manager Package in SAP BPC 7.0 NW (PDF 418 KB)

This document describes how we can achieve Copy between Applications in an Appset and also how to implement it as a re-usable package.

How to Implement Load Balancing on SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver(PDF 477 KB)

This guide will show you how to implement Load Balancing in BPC NW 7.0 and 7.5, both at the application server level and at the .Net server level. The guide also describes various options for Load Balancing, including their benefits and limitations.

BPC 7.5 (NW)

How To... configure and execute Business Process Flows in SAP BusinessObjects Planning and Consolidation 7.5 version for SAP NetWeaver (PDF 1024 KB)

This how-to guide provides step by step instruction to configure and execute Business Process Flows in SAP BusinessObjects Planning and Consolidation 7.5 version for SAP NetWeaver

How To... Import Master Data and Hierarchies into SAP BusinessObjects BPC 7.5 from SAP NetWeaver BW (PDF 967 KB)

This How-to Guide demonstrates how to use new process chains introduced in SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver to transfer master data and hierarchies from SAP NetWeaver Business Warehouse using the Planning and Consolidation Data Manager. It focuses on how to handle three common design approaches, any of which, you may encounter when integrating Cost Center master data into BPC.  Please refer to the new related SAP Notes section which addresses many of the issues customers have encountered when trying to implement this scenario.

How To... Use the Start and End Routine BAdIs (PDF 1 MB)

This guide provides the step by step instructions for the creation and the use of the Start Routine and End Routine BAdI functionality within Data Manager transformation files.

How To... Use the BPC Mass User Management Tool (PDF 1 MB)

This guide will introduce the BPC NW User Management Tool, which is a custom program which allows mass maintenance of the BPC_NW security objects.

(Whitepaper) Life Cycle Management in SBOP Planning and Consolidation version for Netweaver (PDF 565 KB)
This white paper covers the main aspects that should be considered while defining a transport strategy for SBOP Planning and Consolidation version for Netweaver. Areas addressed include: the transport mechanism, transport tools, and approaches for managing changes in the specific context of Netweaver.

How To... Retract data from BPC 7.5 NetWeaver to SAP ERP Cost Center Accounting, Part I (PDF 3 MB)

This guide provides the step by step instructions for the creation and the use of a custom BPC 7.5 NW Retraction BAdI that retracts data to SAP ERP Cost Center Accounting.  A business example is provided as well as all the necessary steps to get this example working in your system.

How To..Configure Drill Through Functionality  (PDF 3 MB)

This guide provides the step by step instructions for configuring Drill Through in BPC.

How To...Write to secured dimension members in default logic(PDF 583 KB)
SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver, performs standard security checks on data that is created during the execution of default logic.  This guide provides a step by step process on how to allow default logic to write data containing dimension members for which the calling user may not have security access. 

How...To Get Consistent Results with UJ_CUSTOM_LOGIC BADIs(PDF 1 MB)

This How-To guide provides a consistent solution on the different ways Input Schedule and Data Manager logic are executed. An ABAP class is provided that can be included in all BAdi implementations. It checks the source of data submitted to the BAdi, and if it originated from an Input Schedule it reverses the signs for INC/LEQ accounts and returns the updated “SIGNED DATA” in a new standard table. Otherwise, it will return the original, unaltered records in a new standard table. This HTG also includes an example BAdi implementation based on the delivered Apshell application set.

How to Implement Load Balancing on SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver(PDF 477 KB)

This guide will show you how to implement Load Balancing in BPC NW 7.0 and 7.5, both at the application server level and at the .Net server level. The guide also describes various options for Load Balancing, including their benefits and limitations.

How To - Implement the RUNLOGIC Keyword in SAP Business Objects Planning and Consolidation, version for NetWeaver(PDF 1.5 MB)

This guide will show you how to implement the BPC NW version of the script logic Keyword RUNLOGIC. Using a script logic BAdI, the new BPC NW version of RUNLOGIC will not only mimic the BPC MS functionality, but also allow you to improve the performance of individual scripts. This valuable performance improvement is achieved by executing separate scripts in parallel using distinct data sets. The guide will show you how to call the new Keyword as well as configure the data sets and processes for parallel execution.

How To… Use the EPM Connector to Visualize SAP BusinessObjects Planning and Consolidation (BPC) Data via SAP Crystal Dashboard Design (Xcelsius)(PDF 3 MB)

This how-to guide explains the steps to visualize BPC data using SAP Crystal Dashboard Design(formerly Xcelsius). In this guide, you will learn how to use SAP BusinessObjects Extended Analytics to build a report, and the SAP BusinessObjects EPM Connector to enhance the functionality of your dashboard.

Whitepaper: Script Logic Primer - Planning and Consolidation Version for Netweaver(PDF 1 MB)

This whitepaper provides in depth information on how to implement script logic within SAP BusinessObjects Planning and Consolidation 7.x version for Netweaver. Keywords are discussed and numerous examples are provided to make the complex topics easily understandable.

How to… Setting up Matrix Consolidation with SAP BusinessObjects Planning and Consolidation (PDF 577 KB)

Matrix Consolidation refers to Consolidation where not only the usual Legal entity dimension is used but an additional dimension, such as Profit/Cost Center or Business Unit is required. It is not only used for performing some breakdown analysis, but eliminations must be performed based on this alternate dimension.  This document describes how to set up Matrix Consolidation.  As a starting point, the IFRS Starter Kit application set was used. It is available for downloads on the SAP Service Marketplace.  Limitations to the approach are presented.

How to... Configure the Balance Carry Forward Business Rules for SAP BusinessObjects Planning and Consolidation 7.5, version for Netweaver (PDF 417 KB)

Balance Carry Forward (BCF) business rules allow business users to define how closing balances from selected financial accounts are copied (carried over) into the opening balances of the next financial period. This guide identifies the options available in the BCF business rule and provides examples to illustrate the functionality.

How to... Configure US Elimination Business Rules for SAP BusinessObjects Planning and Consolidation 7.5, version for Netweaver (PDF 514 KB)

The SAP BusinessObjects Planning and Consolidation 7.5, version for Netweaver US Elimination business rules provide the ability to perform intercompany (entity to entity) eliminations functionality where the system automatically identifies and eliminates the impact of inter-company (entity) activities. This guide provides a detailed technical review of the US Elimination configuration as well as in-depth examples illustrating key points.

Improve your Reporting Performance in SAP BusinessObjects Planning and Consolidation Version for NetWeaver (PDF 889 KB)

This white paper covers EVDRE performance tips for SBOP Planning and Consolidation version for Netweaver (SBOP PC_NW). Areas addressed include: MDX vs. RSDRI queries, custom suppression, and tips and tricks in developing EVDRE templates.

How to Setup and Execute Data Manager Package on Behalf of Another User (PDF 916 KB)

This how to guide describes a step-by-step procedure how to setup and execute Data Manager Package on behalf of another user. In the how to guide it is demonstrated on an example of integration of two applications within one appset. A user with no rights to application B reads from and writes data to it starting DM package in application A.

BPC 10 (MS)

Custom Validation of Dimension Properties in BPC MS 10

This guide explains the customization needed for validating dimension properties in BPC 10 MS using API extension.

How To use Master Data on the Fly in BPC 10 for Microsoft (MS)

This paper will describe how to create a SSIS package to automatically create master data based on the transactional data values. This paper is based on an actual business requirement and has been published with the permission and consent of the customer.

How to Pass Data Manager Selections(Scope) to Stored Procedure - SAP BPC MS

This document guides how to pass the scope or selection from SAP BPC data manager package to Stored procedure. This document contains step by step process to pass scope back to SQL Server for customizing or enhancing BPC functionality.

BPC 10 (NW)

Master Data on the Fly in SAP BusinessObjects Planning and Consolidation 10.0, version for NetWeaver (PDF 943 KB)
Traditionally SAP BusinessObjects Planning and Consolidation 10, version for SAP NetWeaver, administrators maintain dimensions and their members in the BPC Administration Web client to ensure governance and consistency of master data. However under certain circumstances, it may be necessary to allow end users to create master data values themselves “on the fly” rather than having to wait for a central administrator to do it for them.

How to … Configure Ownership Manager and Automated Calculations for SAP BusinessObjects Planning and Consolidation 10.0, version for Netweaver (PDF 542 KB)

Ownership Manager now has the ability to calculate proposals for key financial parameters (Consolidation Method to be employed, Consolidation Percent, Percent Control, and Percent Financial Interest).  This guide provides a detailed explanation of the technical components of the Ownership Manager’s data model and the key components required for these calculations.

How To Use the BPC Mass User Management Tool in BPC 10.0 NW (PDF 875 KB)

This guide shows how to use the BPC Mass User Management Tool developed for BPC 10.0 NW.

Implementing SSO between the Enterprise Portal and the EPM Add-In (PDF 823 KB)

One of the major changes to SAP BusinessObjects Planning and Consolidation 10, version for SAP NetWeaver was moving to a more standard BW security model, which was made possible by replacing the .NET tier with the ABAP Web Application Server (WAS). This change allows us to connect to a BPC NetWeaver connection in the EPM Add-In directly from the portal without having to enter any user credentials giving Enterprise Portal customers a new deployment option.

BPC 10 for NetWeaver LoadRunner Toolkit (PDF )

This how to guide provides a utility that streamlines the process of creating LoadRunner scripts for SAP BusinessObjects Planning and Consolidation 10, version for NetWeaver as well as a detailed explanation of the utilities features.

How to Assign SAP Business Planning and Consolidation Authorizations via the SAP Governance, Risk, and Compliance (GRC) Access Control Compliance User Provisioning Product(PDF 1.7 MB)

This paper describes how to keep the technical names of the roles for the SAP Business Planning and Consolidation version for SAP NetWeaver consistent across the different systems in the SAP NetWeaver Business Warehouse landscape so that they can subsequently be assigned via the SAP GRC Access Control Compliance User Provisioning product. 

How To Migrate BPC 7.x BADIs to BPC 10(PDF 1MB)

BPC has introduced a series of BAdis that allow for enhancing the functionality of BPC. However due to the open flexibility of coding in ABAP, there is no limitation or strict guidance for consultants or developers to follow. Consequently, customers may find that the overall performance of Script Logic and BPC in general can be impacted if improper coding techniques or mistakes are made. In addition to providing information on how to migrate your BAdIs to the latest BPC version, this guide also attempts to address some of the most common mistakes and techniques used in BAdI coding, and provides several examples of how you can make the most out of your custom code.

How To Configure and use Time Dependent Hierarchy in SAP BPC 10.0, Version for NetWeaver(PDF 3.1MB )

Since BPC NW version 10 SP09, BPC officially supports the time dependent hierarchy for dimensions which allows business users to see data reflected differently based on changes to master data hierarchy by time. This How To Guide will go through a step by step procedure to show how business users configure and use time dependent hierarchy in BPC scenarios.

How to Centrally Deploy EPM Add-in Connections

All the EPM Add-in functions use the connection name as parameter. During the deployment of BPC solution on a wide user base, these connection names should be identical to avoid any errors. Since the connections can’t be deployed or maintained centrally, this leads to lot of manual efforts during the deployment phase of the BPC project.

How to enable check box for member selection in SAP BPC EPM Add-in reports - Session 1

This guide demonstrates how to create dynamic member selection from BPC input forms or reports and pass the selection dynamically back for data manager package for execution.  The guide is divided in two parts. The first part of this session will illustrates how to create dynamic check boxes on BPC’s report or input schedules 

How to enable check box for member selection in SAP BPC EPM Add-in reports – Session 2

This guide demonstrates how to create dynamic member selection from BPC input forms or reports and pass the selection dynamically back for data manager package for execution.  The guide is divided in two parts. The second session covers how to determine the members selected by the users and pass it back to data manager 

How to setup EPM reports and forms in SAP BPC for easy editing?

This guide demonstrates how to set up EPM Reports and forms for easy editing. This allows hiding / unhiding the sections of reports which are reserved for editing, freeze / unfreeze panes, disabling / enabling the row and column heading of the work sheet and protecting / unprotecting the sheet (using EPM options)

BPC 10 on HANA

Technical Considerations for Migrating to BPC 10 on HANA

This How-To Guide covers technical considerations that are relevant to a migration from BPC 7.5 on SAP NetWeaver to BPC 10 powered by SAP HANA.

How To Migrate to BPC 10 on HANA

This How To Guide covers migrating your BPC 7.5 NW application set to a BPC 10 NW environment powered by HANA

BPC 10.1 (NW)

Create Master Data on the Fly in SAP BusinessObjects Planning and Consolidation 10.1 NW, version for NetWeaver

This How-To-Guide presents and walks through steps to create Master Data on the fly using SAP BPC 10.x, NetWeaver Platform Data Manager package.

Use BPC10.1 NW with Hana Smart Data Access for real time integrated planning with any SAP or non-SAP solution/database without any data duplication

An overview of how to consume any SAP or non-SAP data from on-premise or cloud system into BPC10.1NW planning applications without any data duplication and in real time by leveraging Smart Data Access feature of Hana.

Other Information and Articles

SAP BusinessObjects Planning and Consolidation

Blog Wiki

 A new wiki is available which lists a wide selection of blogs on the BPC topic.
SAP BusinessObjects Planning and Consolidation Blogs

Tools

How To... Generate test data for SAP BusinessObjects Planning and Consolidation (PDF 1 MB)

During the test design phase of the software life cycle, with applications such as SAP BusinessObjects Planning and Consolidation (BPC), it can be necessary to generate large volumes of test data to ensure the application will meet the business user’s key performance indicators (KPIs) in a production environment.  The BPC DataGenerator tool, included with this How-To Guide, provides one approach to quickly generate test data to import into a BPC application.

Reporting

Best Practices for Reporting within SAP Business Planning and Consolidations 5.0 Article(PDF 267 KB)

This document describes best practices for building SAP BPC 5.0 reports. Before starting with the best practices, some discussion about EvGET and EvDRE might be helpful. EvGET is the original function that was used to retrieve data from the database. To increase performance, an enhanced formula, EvDRE, was developed. For more information about EvDRE, see the WebExcel Help.

Logic

SAP Business Planning and Consolidation Script Logic, Part 1Presentation, (PDF 200 KB)

If your a user of BPC 5.x you will want to view this presentation to help you learn more about the calculations capabilities of BPC. This function is commonly referred to as "Logic". This is the first of a three part series.

SAP Business Planning and Consolidation Script Logic, Part 2Presentation, (PDF 211 KB)

If your a user of BPC 5.x you will want to view this presentation to help you learn more about the calculations capabilities of BPC. This function is commonly referred to as "Logic". This is the second of a three part series.

SAP Business Planning and Consolidation Script Logic, Part 3Presentation, (PDF 202 KB)

If your a user of BPC 5.x you will want to view this presentation to help you learn more about the calculations capabilities of BPC. This function is commonly referred to as "Logic". This is the third of a three part series.

Performance

Business Planning and Consolidation 5.x Performance Tuning Guide(PDF 458 KB)

This guide is an update to a previously posted document regarding BPC 5.x performance tuning guide.

Performance Analysis and Tuning Guide for SBO Planning and Consolidation version for Netweaver 7.x(PDF 1 MB)

This guide describes different aspect of performance relevant topics in the context of customer defined functions of SAP BusinessObjects Planning and Consolidation version for Netweaver application. It highlights some of the design aspects that can influence the performance of a specific application as well as providing general guidelines, recommendations and best practices.

Microsoft SQL 2005 Database Info Related

Queries take a longer time to finish running when the size of the TokenAndPermUserStore cache grows in SQL Server 2005BUG Report

If you have a customer experiencing slow/degrading database performance on SQL Server 2005, then you might want to look at the bug described in Microsoft Knowledge Base Article 927396. The problem relates to SQL Server spending too much time (and hardware resources) accessing one of its internal caches, called the TokenAndPermUserStore cache.

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