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An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In)

An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In). Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC. Agenda. Basic comparison of the front-end reporting for BPC v7.5 and v10.0 Introduction to the BPC EPM add-in

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An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In)

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

  2. 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

  3. Starting EVDRE

  4. BPC 7.5 - EVDRE Report – The Different Sections

  5. BPC 7.5 - The Key Range Areas

  6. BPC 7.5 - The Expansion Area

  7. BPC 7.5 - The PageKeyRange

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

  9. 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

  10. 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

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

  12. 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

  13. 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 InfoProvidersor 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 InfoProvidersfrom 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. 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 SSAS WS ODBO BW ODBO ODBO Designer BPC NW and MS 10.0 SSM 10.0 PCM 10.0 FC 10.0 Data retrieval Data retrieval and input (from Excel to BPC only) 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

  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. 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

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

  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: Define Ranking Initial report Top 10 results

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

  43. 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

  44. A quick glimpse at SAPexperts.com

  45. The EPM add-in Process

  46. Questions? Contact: Peter Jones Peter.jones@mi6solutions.com Or, respond@SAPexperts.com

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