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Transcript of An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC...
![Page 1: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/1.jpg)
An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In)
Peter JonesBI/BPC Senior ConsultantMI6 Solutions LLC
![Page 2: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/2.jpg)
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
![Page 3: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/3.jpg)
Starting EVDRE
![Page 4: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/4.jpg)
BPC 7.5 - EVDRE Report – The Different Sections
![Page 5: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/5.jpg)
BPC 7.5 - The Key Range Areas
![Page 6: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/6.jpg)
BPC 7.5 - The Expansion Area
![Page 7: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/7.jpg)
BPC 7.5 - The PageKeyRange
![Page 8: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/8.jpg)
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
![Page 9: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/9.jpg)
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
![Page 10: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/10.jpg)
BPC 10.0 - EPM Report Editor (2 of 2)
Acts as a graphic user-interface for: Defining an initial report Editing an existing oneCan be used to define report position: Moving a report in a sheet Inserting separation between headers and data Moving 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 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
![Page 11: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/11.jpg)
??Poll Question??
The EPM add-in Process
![Page 12: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/12.jpg)
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
![Page 13: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/13.jpg)
© SAP 2007 / Page 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 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
![Page 14: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/14.jpg)
Main Features of the EPM Add-In
Create ReportsAsymmetric reports, butterfly reports, comparison reports
Analyze dataSlice and dice, EPM functions
Dynamic formattingExcel or EPM formatting available
Calculations and chartsUse of Excel-based charting and formulas, EPM custom and local member calculations
IntegrationMultiple 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
![Page 15: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/15.jpg)
© SAP 2007 / Page 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
![Page 16: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/16.jpg)
Data Connectivity
EPM Office Client 10
WSODBO
BPCNW and MS 10.0SSM 10.0
ODBO
PCM 10.0FC 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
![Page 17: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/17.jpg)
BPC 10.0 – Initial Screen via Web Link
![Page 18: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/18.jpg)
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
![Page 19: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/19.jpg)
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
![Page 20: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/20.jpg)
EPM 10.0 – Repositioning the EPM Context Pane – Show/Hide Pane and Context
![Page 21: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/21.jpg)
EPM 10.0 – Use of the Navigation Pane for Building a Report
![Page 22: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/22.jpg)
Contextual Menu
Refresh Links management Custom member conversion
![Page 23: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/23.jpg)
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
![Page 24: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/24.jpg)
Sheet Options Default, by sheet General, Formatting, Refresh and Protection – customize at the
reporting level
![Page 25: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/25.jpg)
??Poll Question??
The EPM add-in Process
![Page 26: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/26.jpg)
EPM 10.0 – Example of OPTIONS
Context and Sheet Options
are available
![Page 27: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/27.jpg)
EPM 10.0 – Example of OPTIONS
Others
Information
Navigation Options
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Command Display Options
Visibility of interface items:- Based on connection type- Priority to your choice
![Page 29: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/29.jpg)
EPM Report Editor
![Page 30: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/30.jpg)
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
![Page 31: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/31.jpg)
Ranking
Ranking function:
Initial report
Top 10 results
Define Ranking
![Page 32: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/32.jpg)
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.
![Page 33: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/33.jpg)
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
![Page 34: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/34.jpg)
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
![Page 35: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/35.jpg)
Creating Charts
Select Insert Chart from the Excel Menu:
![Page 36: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/36.jpg)
Creating Charts
A chart is built with the data range highlighted:
![Page 37: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/37.jpg)
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
![Page 38: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/38.jpg)
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
![Page 39: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/39.jpg)
How to Shift Report with Negative Values
Change Row Axis Shift value from 1 to -1
![Page 40: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/40.jpg)
Sample Reports Using EPM Add-In
Report incorporates formatting, realignment of hierarchies, custom headers, scaling, and asymmetric format
![Page 41: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/41.jpg)
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
![Page 42: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/42.jpg)
??Poll Question??
The EPM add-in Process
![Page 43: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/43.jpg)
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
![Page 44: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/44.jpg)
44
A quick glimpse at SAPexperts.com
![Page 45: An Overview of SAP BPC 10.0 Reporting Features and Functionality (EPM Add-In) Peter Jones BI/BPC Senior Consultant MI6 Solutions LLC.](https://reader033.fdocuments.us/reader033/viewer/2022061618/56649ca55503460f94967675/html5/thumbnails/45.jpg)
The EPM add-in Process