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An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.

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Presentation on theme: "An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC."— Presentation transcript:

1 An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC

2  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  Demo Agenda

3 Starting EVDRE

4 BPC EVDRE Report – The Different Sections

5 BPC The Key Range Areas

6 BPC The Expansion Area

7 BPC The PageKeyRange

8 BPC 10.0 – EPM Add-In – Ribbon, Navigation Pane Navigation Pane Drag & Drop to create a report EPM Ribbon with multiple features available. Access the EPM add-in via a normal Excel sheet or via BPC

9 BPC EPM Report Editor (1 of 2) Features available: -Layout - Create the report – drag & drop -Options – adjust filters, format, view -Sorting, Filtering, Ranking -Local Members – Calculations created in the report -Member Names – report specific naming conventions -Excluded members – exclude from posting

10 BPC EPM Report Editor (2 of 2) Acts as a graphic user-interface for:  Defining an initial report  Editing an existing one Can be used to define report position:  Moving a report in a sheet  Inserting separation between headers and data  Moving each page header dimension individually Can be used at any time on a valid report to:  Re-arrange the layout or change the members in each section of the report  Move (pivot) one or more dimensions between the page headers, row axis, and column axis  Reorder the nesting of dimensions within an axis  Change the selection or order of members of one or more dimensions in the report

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

12  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  Demo Agenda

13 © SAP 2007 / Page 12 Enterprise Performance Management 10.0 (EPM 10.0) Reporting and Analysis EPM 10.0 Reporting Component  Common reporting front end for all EPM Components  Flexible and native Excel add-in  Installation using the Excel add-in software for EPM 10.0 directly on the user laptop  Can link to BPC model, base BW InfoProviders or BEX queries, as well as all of the EPM components  Can 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

14 Main Features of the EPM Add-In  Create Reports Asymmetric reports, butterfly reports, comparison reports  Analyze data Slice and dice, EPM functions  Dynamic formatting Excel or EPM formatting available  Calculations and charts Use of Excel-based charting and formulas, EPM custom and local member calculations  Integration Multiple reports with different sources of data on one worksheet, multiple reports within a workbook  Drill Through Drill through from one data set to another  Publish, Print, and Distribution

15 © SAP 2007 / Page 14 EPM 10.0 Reporting and Analysis EPM 10.0 Reporting Component  EPM 10.0 is the standard front end for the EPM suite of components  BPC 10.0 MS – Business Planning and Consolidation – MS  BPC 10.0 NW – Business Planning and Consolidation – NW  BOFC – Business Objects Financial Consolidation  SSM – SAP Strategy Management  PCM – Profitability and Cost Management  FIM – Financial Information Management

16 Data Connectivity EPM Office Client 10 WS ODBO BPC NW and MS 10.0 SSM 10.0 ODBO PCM 10.0 FC 10.0 SSAS BW Designer Providers: SSAS: Microsoft SQL Server Analysis Services BW: SAP NetWeaver Business Warehouse ODBO: Object Linking and Embedding Database WS: Web services Products FC: SAP Financial Consolidation PCM: SAP Profitability and Cost Management SSM: SAP Strategy Management BPC: SAP Business Planning and Consolidation Data retrieval Data retrieval and input (from Excel to BPC only) ODBO

17 BPC 10.0 – Initial Screen via Web Link

18 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-on

19  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  Demo Agenda

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

21 EPM 10.0 – Use of the Navigation Pane for Building a Report

22 Contextual Menu  Refresh  Links management  Custom member conversion

23 EPM 10.0 – EPM Tab on the Excel Ribbon – Functions Available EPM 10.0 Tab Functionality Multiple Blocks for Data Functions  Reports - Open, Save, Edit Reports, New Report, Report Actions, View Formats  REFRESH – Refresh Workbook, Report, Block of information, Single Worksheet in a report  Data Analysis – Expand, Collapse, Keep, Exclude  Undo – BACK  Data Input – Save Data, Planning, Comments, Journals  Collaboration – Portal Publication, Book Publication, Distribution  Tools – Quick Links, Drill Through, Offline Mode, Insert Function, Options, More

24 Sheet Options  Default, by sheet  General, Formatting, Refresh and Protection – customize at the reporting level

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

26 EPM 10.0 – Example of OPTIONS Context and Sheet Options are available

27 EPM 10.0 – Example of OPTIONS Others Information Navigation Options

28 Command Display Options  Visibility of interface items:  Based on connection type  Priority to your choice

29 EPM Report Editor

30 EPM Report Editor – Member Selector The EPM member selector has many useful features including:  View dimension members as hierarchal vs. list (flat) view  Filtering members for selection by properties  Selection options such as member only, member and description, and so on.  Search for members

31 Ranking  Ranking function: Initial report Top 10 results Define Ranking

32 Creating Multiple Worksheets SAP 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.

33 Create and Use Links between Workbooks There are three types of quick links:  Report Link  Member Link  Data Link Before creating the quick link:  In the EPM tab, choose Options  Select User Options  In the Quick Links section, select Workbook Location  The user can also select the symbol colors from the color map for Data Link and Member Link

34 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 Link  Browse to select the workbook to be linked to the current report

35 Creating Charts Select Insert Chart from the Excel Menu:

36 Creating Charts A chart is built with the data range highlighted:

37 Create a Formatting Sheet  To display the original dynamic formatting template:  Go to the EPM menu\Reports menu  Click View Formats  To create dynamic formatting templates:  Use Excel Move or Copy … sheet function:  From the original dynamic formatting template  From another enhanced dynamic formatting template  To hid dynamic formatting templates:  Go to the EPM menu\Reports menu  Click View Formats once again

38 Multiple reports on one worksheet Select the New Sales report Select the Time report The context panel will change when you select a different report

39 How to Shift Report with Negative Values  Change Row Axis Shift value from 1 to -1

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

41 Sample Reports Using EPM Add-In Report incorporates formatting, realignment of hierarchies, cut & paste of values, local member calculation, custom headers, layered column filters, scaling, and asymmetric format

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

43  Basic Comparison of the Frontend 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  Demo Agenda

44 43 A quick glimpse at SAPexperts.com

45 The EPM add-in Process

46 Questions? Contact: Peter Jones Or,


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