SAPexperts ProspectWebinar EPM Add in V1

Session Title

An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In)Peter JonesBI/BPC Senior ConsultantMI6 Solutions LLC

Basic comparison of the front-end reporting for BPC v7.5 and v10.0

Introduction to the BPC EPM add-in

Overview of the features and functionality using the EPM add-in for BPC and BW InfoProviders

DemoAgenda

Starting EVDRE

Dynamic report and schedule wizard templates are now packaged in EVDRE (Data Range Exchange) format

BPC 7.5 - EVDRE Report The Different Sections


BPC 7.5 - The Key Range Areas


BPC 7.5 - The Expansion Area


BPC 7.5 - The PageKeyRange


BPC 10.0 EPM Add-In Ribbon, Navigation Pane

Navigation Pane Drag & Drop to create a reportEPM Ribbon with multiple features available. Access the EPM add-in via a normal Excel sheet or via BPC When connected to multiple data sources the active connection is the one that is used when you create a report or enter an EPM function.

Active connection is established during logon but can be changed at anytime The example above shows the workbook connected to both the Sales and Tests cube, however the active connection is Tests The active connection is used by default when a new report is built7BPC 10.0 - EPM Report Editor (1 of 2)

Features available:Layout - Create the report drag & dropOptions adjust filters, format, viewSorting, Filtering, RankingLocal Members Calculations created in the reportMember Names report specific naming conventionsExcluded members exclude from posting

One of the ways to create a new report is by using the EPM Report Editor. The EPM Report Editor can be accessed by clicking either Edit Report or New Report as part of the EPM menu in Microsoft Excel.

Login to the EPM add-in Select Edit Report or New Report The EPM Report Editor will appear

8BPC 10.0 - EPM Report Editor (2 of 2)Acts as a graphic user-interface for:Defining an initial reportEditing an existing oneCan be used to define report position: Moving a report in a sheetInserting separation between headers and dataMoving each page header dimension individuallyCan be used at any time on a valid report to:Re-arrange the layout or change the members in each section of the reportMove (pivot) one or more dimensions between the page headers, row axis, and column axisReorder the nesting of dimensions within an axisChange the selection or order of members of one or more dimensions in the report

The EPM Report Editor is a graphic user-interface that can be used to define or edit an existing report.

9??Poll Question??The EPM add-in Process

Basic Comparison of the front-end reporting for BPC v7.5 and v10.0



DemoAgenda

SAP 2007 / Page 12Enterprise Performance Management 10.0 (EPM 10.0) Reporting and AnalysisEPM 10.0 Reporting Component Common reporting front end for all EPM Components Flexible and native Excel add-inInstallation using the Excel add-in software for EPM 10.0 directly on the user laptopCan link to BPC model, base BW InfoProviders or BEX queries, as well as all of the EPM componentsCan link across systems If EPM 10.0 is available on one of the EPM components (e.g., BW 7.3/BPC 10.0), then it can be used across systems to display InfoProviders from another system two BW systems can use the same EPM 10.0 reporting toolset Main Features of the EPM Add-InCreate ReportsAsymmetric reports, butterfly reports, comparison reportsAnalyze dataSlice and dice, EPM functionsDynamic formattingExcel or EPM formatting available Calculations and chartsUse of Excel-based charting and formulas, EPM custom and local member calculationsIntegrationMultiple reports with different sources of data on one worksheet, multiple reports within a workbookDrill Through Drill through from one data set to another Publish, Print, and Distribution

Below are the EPM add-in main data retrieval features:You can create one or several reports from different sources on one sheet. You can use several methods to create reports.You can sort, rank and filter report data, you can navigate into it and perform ad-hoc analysis.You can apply dynamic formatting by level and format individual members.You can add calculations and charts to your reports. They are easy to maintain and are reusable.You can print your reports, publish them or send them by email.The EPM add-in is integrated with the other EPM applications and with SAP BusinessObjects Xcelsius.

Some features are only available for SAP BusinessObjects Planning and Consolidation:You can input data and comment.You can use planning functions for your data input.You can distribute and collect workbooks.You can manage data with the Data Manager.13 SAP 2007 / Page 14EPM 10.0 Reporting and AnalysisEPM 10.0 Reporting Component EPM 10.0 is the standard front end for the EPM suite of componentsBPC 10.0 MS Business Planning and Consolidation MSBPC 10.0 NW Business Planning and Consolidation NWBOFC Business Objects Financial Consolidation SSM SAP Strategy Management PCM Profitability and Cost ManagementFIM Financial Information Management Data ConnectivityEPM Office Client 10WSODBOBPCNW and MS 10.0SSM 10.0ODBOPCM 10.0FC 10.0SSAS BW Designer

Providers:SSAS: Microsoft SQL Server Analysis ServicesBW: SAP NetWeaver Business WarehouseODBO: Object Linking and Embedding DatabaseWS: Web services ProductsFC: SAP Financial ConsolidationPCM: SAP Profitability and Cost ManagementSSM: SAP Strategy ManagementBPC: SAP Business Planning and ConsolidationData retrieval

Data retrieval and input(from Excel to BPC only)ODBOThe EPM add-in connects to the following EPM applications:SAP BusinessObjects Financial Consolidation 10.0SAP BusinessObjects Profitability and Cost Management 10.0SAP BusinessObjects Strategy Management 10.0SAP BusinessObjects Planning and Consolidation 10.0, version for SAP NetWeaver and SAP BusinessObjects Planning and Consolidation 10.0, version for the Microsoft platform

The diagram shows that these applications have different data providers, such as SQL Server Analysis Services, ODBO or web services. All providers enable data retrieval into the EPM add-in, but only the SAP BusinessObjects Planning and Consolidation web services enable data input from the Excel EPM add-in.

Before you can retrieve SAP BusinessObjects Financial Consolidation data into the EPM add-in, you must deploy a cube using the Designer module.15BPC 10.0 Initial Screen via Web Link

EPM 10.0 Once the EPM office Add-In Excel Is Executed

A list of models that can be accessed via a user/password log-onBasic comparison of the front-end reporting for BPC v7.5 and v10.0



DemoAgenda

EPM 10.0 Repositioning the EPM Context Pane Show/Hide Pane and Context

EPM 10.0 Use of the Navigation Pane for Building a Report

Contextual MenuRefreshLinks managementCustom member conversion

To display the EPM add-in contextual menu, right-click any cell of a report.

Here you can:Refresh cellsSwitch AxesAdd and delete linksConvert a member into a custom member21EPM 10.0 EPM Tab on the Excel Ribbon Functions Available

EPM 10.0 Tab FunctionalityMultiple Blocks for Data FunctionsReports - Open, Save, Edit Reports, New Report, Report Actions, View FormatsREFRESH Refresh Workbook, Report, Block of information, Single Worksheet in a reportData Analysis Expand, Collapse, Keep, ExcludeUndo BACKData Input Save Data, Planning, Comments, JournalsCollaboration Portal Publication, Book Publication, DistributionTools Quick Links, Drill Through, Offline Mode, Insert Function, Options, More

Sheet OptionsDefault, by sheetGeneral, Formatting, Refresh and Protection customize at the reporting level

Sheet options are default options that are applied at the sheet level. That is to say they are applied to any new worksheet connected to an EPM add-in connection. They apply to all reports of the current worksheet. You can customize some options at the report level.23??Poll Question??The EPM add-in Process

EPM 10.0 Example of OPTIONS

Context and Sheet Options are available

EPM 10.0 Example of OPTIONS

Others Information Navigation OptionsCommand Display OptionsVisibility of interface items:Based on connection typePriority to your choice

Depending on the connection type of the selected report, and the related functionalities that are available, interface items are hidden or shown.

Here you define what interface items to hide or show. Your selections have priority over the visibility settings determined by the connection.27EPM Report Editor

One of the ways to create a new report is by using the EPM Report Editor. The EPM Report Editor can be accessed by clicking either Edit Report or New Report as part of the EPM menu in Microsoft Excel.

Login to the EPM add-in Select Edit Report or New Report The EPM Report Editor will appear

28EPM Report Editor Member SelectorThe EPM member selector has many useful features including:View dimension members as hierarchal vs. list (flat) viewFiltering members for selection by propertiesSelection options such as member only, member and description, and so on.Search for members

The EPM member selector has many useful features for navigating, displaying, and searching members.

29RankingRanking function:

Initial reportTop 10 resultsDefine Ranking Use of Ranking function from Ranking tab: check Rank Data Using the Following Criteria; from Ranking Criteria part: click button from Based on Column section: select the member on which the rank will be based - R1100 - External Sales - from Column Selector window; click the OK button; check the type of display - Top from Display section; select the number of Rows to rank - 10 -; click the OK button30Creating Multiple WorksheetsSAP Enterprise Performance Management (EPM) 10.0 solutions , add-in for Microsoft Office (the EPM add-in) provides an option to generate multiple worksheets based on the current report.

SAP BusinessObjects EPM solutions 10.0, add-in for Microsoft Office (the EPM add-in) provides an option to generate multiple worksheets based on the current report.

Option is available via reports actions, worksheet generationAllows for report definition (page, column, and row axis) to be seen across multiple members of another dimensionBusiness example may be a Profit & Loss statement across multiple entities

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Create and Use Links between Workbooks

There are three types of quick links:Report LinkMember LinkData Link

Before creating the quick link:In the EPM tab, choose OptionsSelect User OptionsIn the Quick Links section, select Workbook LocationThe user can also select the symbol colors from the color map for Data Link and Member Link

You can create quick links in a report to another report contained in another Microsoft Excel workbook, Word document or PowerPoint presentation. Quick links can be used to guide you through ad-hoc analysis.

You can define three types of quick links, depending on your analysis needs: Report Link Member Link Data Link

Additionally, you can customize different colors so the users can visually see the difference between a Data Link and a Member Link. This is set up under Options -> User Options.

Note: As a link is always attached to a combination of members and not a specific cell or cell range, if you move the members in the report, the links follow.If you have defined a link to another workbook, the latest modification that you have made in the EPM context in the first workbook is taken into account for the linked workbook opened in a new instance of Excel.Precedence rules: a quick link defined on a data takes precedence over a link defined on a member, which takes precedence over a link defined on the whole report.

Create and use links between workbooks

Report Link:Click anywhere in the report and right click to bring the EPM menu to select Add Report LinkBrowse to select the workbook to be linked to the current report

If you open a Report Link, it will send all dimensions of the EPM Context (the current view) and page headers to the target and initialize EPM contexts target (Excel Report/Word Document/PowerPoint document) with the same members selection.Creating Charts

Select Insert Chart from the Excel Menu:

Select Insert Chart and choose the desired chart type.Creating Charts

A chart is built with the data range highlighted:

This slide shows columns A through C will be used on the X axis of the chart. Cells D3 through G3 will be used as the Y axis and cells D2 through G9 will be the data rendered within the chart.Create a Formatting Sheet To display the original dynamic formatting template:Go to the EPM menu\Reports menuClick View FormatsTo create dynamic formatting templates:Use Excel Move or Copy sheet function:From the original dynamic formatting templateFrom another enhanced dynamic formatting templateTo hid dynamic formatting templates:Go to the EPM menu\Reports menuClick View Formats once again

To display the original dynamic formatting template, EPMClientFormattingSheet, you have to: go to the EPM menu\Reports menu; click View Formats. To create other dynamic formatting templates that you want to enhance, you have to use Excel Move or Copy sheet function: from the original dynamic formatting template - EPMClientFormattingSheet -; from another enhanced dynamic formatting template, known as a formatting template. To hide dynamic formatting templates, you have to: go to EPM menu\Reports menu; click View Formats once again.

Multiple reports on one worksheetSelect the New Sales reportSelect the Time reportThe context panel will change when you select a different report

The final result is shown on this slide. The yellow area is a New Sales report and the green area is a Time report. When you select each report area, the EPM context panel will be changed automatically. In other words, each report is using a different application and dimensions and will not affect each other. So a user can have multiple reports in one worksheet. Please keep in mind, that the report range should not overlap.37How to Shift Report with Negative ValuesChange Row Axis Shift value from 1 to -1

Negative Shift value means a user wants to put the header on the other side of the data range. If shift value of row axis is -1, it means the row header location will be put on the right side of the data range, instead of the left side which is the default location of the row header when a report is created.

Note: Negative shift value is only available for the row axis.38

Sample Reports Using EPM Add-In Report incorporates formatting, realignment of hierarchies, custom headers, scaling, and asymmetric format

Sample Reports Using EPM Add-InReport incorporates formatting, realignment of hierarchies, cut & paste of values, local member calculation, custom headers, layered column filters, scaling, and asymmetric format??Poll Question??The EPM add-in Process

Basic Comparison of the Frontend Reporting for BPC v7.5 and v10.0


Overview of the features and functionality using the EPM add-in for BPC and BW infoproviders

DemoAgenda

43

A quick glimpse at SAPexperts.comThe EPM add-in Process

Questions?

Contact: Peter [email protected]

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SAPexperts ProspectWebinar EPM Add in V1