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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. 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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slide1

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

Peter Jones

BI/BPC Senior ConsultantMI6 Solutions LLC

slide2

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
bpc 10 0 epm add in ribbon navigation pane
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

bpc 10 0 epm report editor 1 of 2
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
bpc 10 0 epm report editor 2 of 2
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
slide11

The EPM add-in Process

??Poll Question??

slide12

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
enterprise performance management 10 0 epm 10 0 reporting and analysis
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
main features of the epm add in
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
epm 10 0 reporting and analysis
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
data connectivity
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

epm 10 0 once the epm office add in excel is executed
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

slide19

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
contextual menu
Contextual Menu
  • Refresh
  • Links management
  • Custom member conversion
epm 10 0 epm tab on the excel ribbon functions available
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
sheet options
Sheet Options
  • Default, by sheet
  • General, Formatting, Refresh and Protection – customize at the reporting level
slide25

The EPM add-in Process

??Poll Question??

epm 10 0 example of options
EPM 10.0 – Example of OPTIONS

Context and Sheet Options

are available

epm 10 0 example of options1
EPM 10.0 – Example of OPTIONS

Others

Information

Navigation Options

command display options
Command Display Options
  • Visibility of interface items:
    • Based on connection type
    • Priority to your choice
epm report editor member selector
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
ranking
Ranking
  • Ranking function:

Define Ranking

Initial report

Top 10 results

creating multiple worksheets
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.
create and use links between workbooks
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
create and use links between workbooks1
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
creating charts
Creating Charts

Select Insert Chart from the Excel Menu:

creating charts1
Creating Charts

A chart is built with the data range highlighted:

create a formatting sheet
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
multiple reports on one worksheet
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
how to shift report with negative values
How to Shift Report with Negative Values
  • Change Row Axis Shift value from 1 to -1
sample reports using epm add in
Sample Reports Using EPM Add-In

Report incorporates formatting, realignment of hierarchies, custom headers, scaling, and asymmetric format

sample reports using epm add in1
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

slide42

The EPM add-in Process

??Poll Question??

slide43

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
slide46

Questions?

Contact: Peter Jones

Peter.jones@mi6solutions.com

Or, respond@SAPexperts.com