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

1. Agenda
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

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

3. BPC 7.5 - EVDRE Report – The Different Sections
Dynamic report and schedule wizard templates are now packaged in EVDRE (Data Range Exchange) format

4. BPC 7.5 - The Key Range Areas
Dynamic report and schedule wizard templates are now packaged in EVDRE (Data Range Exchange) format

5. BPC 7.5 - The Expansion Area
Dynamic report and schedule wizard templates are now packaged in EVDRE (Data Range Exchange) format

6. BPC The PageKeyRange
Dynamic report and schedule wizard templates are now packaged in EVDRE (Data Range Exchange) format

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

8. BPC 10.0 - 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
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

9. BPC 10.0 - 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
The EPM Report Editor is a graphic user-interface that can be used to define or edit an existing report.

10. The EPM add-in Process
??Poll Question??

11. Agenda
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

12. EPM 10.0 Reporting Component
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

13. 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
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 .
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.

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

15. Data Connectivity EPM Office Client 10 Designer BPC NW and MS 10.0
SSAS BW
ODBO
ODBO
ODBO WS
Designer
BPC
NW and MS 10.0
FC 10.0
PCM 10.0
SSM 10.0
Data retrieval
Data retrieval and input
(from Excel to BPC only)
The EPM add-in connects to the following EPM applications:
SAP BusinessObjects Financial Consolidation 10.0
SAP BusinessObjects Profitability and Cost Management 10.0
SAP BusinessObjects Strategy Management 10.0
SAP 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.
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

16. BPC 10.0 – Initial Screen via Web Link

17. 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

18. Agenda
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

19. EPM 10.0 – Repositioning the EPM Context Pane – Show/Hide Pane and Context

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

21. Contextual Menu Refresh Links management Custom member conversion
To display the EPM add-in contextual menu, right-click any cell of a report.
Here you can:
Refresh cells
Switch Axes
Add and delete links
Convert a member into a custom member

22. 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

23. Sheet Options Default, by sheet
General, 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.

24. The EPM add-in Process
??Poll Question??

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

26. EPM 10.0 – Example of OPTIONS
Others
Information
Navigation Options

27. Command Display Options
Visibility of interface items:
Based on connection type
Priority 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.

28. EPM 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

29. 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
The EPM member selector has many useful features for navigating, displaying, and searching members.

30. Ranking Ranking function: Define Ranking Initial report Top 10 results
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 - R 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 ;
click the OK button
Top 10 results

31. 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.
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 generation
Allows for report definition (page, column, and row axis) to be seen across multiple members of another dimension
Business example may be a Profit & Loss statement across multiple entities

32. 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
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.

33. 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
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 context’s target (Excel Report/Word Document/PowerPoint document) with the same members selection.

34. Creating Charts Select Insert Chart from the Excel Menu:
Select Insert Chart and choose the desired chart type.

35. 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.

36. 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:
Click 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.

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

38. How to Shift Report with Negative Values
Change 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.

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

40. 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

41. The EPM add-in Process
??Poll Question??

42. Agenda
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

43. A quick glimpse at SAPexperts.com

44. The EPM add-in Process

45. Contact: Peter Jones Peter.jones@mi6solutions.com Questions?
Or,