BPC COnfiguration Guide

SAP BusinessObjects Planning and Consolidation 7.5, version for the Microsoft platform September 2011 English Performance Review and Forecast (259) Building Block Configuration Guide SAP AG Dietmar-Hopp-Allee 16 D 69190 Walldorf Germany POWER6+. Inc. DB2 Connect. XML. RETAIN. z10. VideoFrame. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. BusinessObjects. Intelligent Miner. SAP NetWeaver. PowerPC. PostScript. Xcelsius. System p5. z9. PartnerEdge. World Wide Web Consortium. Program Neighborhood. and MultiWin are trademarks or registered trademarks of Citrix Systems. IBM. BladeCenter. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. and PowerPoint are registered trademarks of Microsoft Corporation. GPFS. ByDesign. DB2. OS/2. OS/400. OpenPower. SAP BusinessObjects Explorer. 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Exact user entry. transaction codes. and individual key words of a programming language. Cross-references to other documentation. Variable user entry. Names of elements in the system. for example. upgrade and database tools. for example. screen titles. Screen output.SAP Best Practices Performance Review and Forecast (259): Configuration Guide Icons Icon Meaning Caution Example Note or Tip Recommendation Syntax External Process Business Process Alternative/Decision Choice Typographic Conventions Type Style Example text Description Words or characters that appear on the screen. function keys (such as F2) or the ENTER key. Keys on the keyboard. when surrounded by body text. pushbuttons as well as menu names. table names. SELECT and INCLUDE. These include report names. paths and options. These include field names. names of variables and parameters as well as names of installation. source code. messages. Emphasized words or phrases in body text. Example text EXAMPLE TEXT Example text EXAMPLE TEXT Example text <Example text> © SAP AG Page 3 of 13 . Pointed brackets indicate that you replace these words and characters with appropriate entries. program names. titles of graphics and tables. .......................9 5..........................................5 2 Terminology..............................................................................6 ....2 Adjusting Dashboard..................................................................................9 ...............................................................................................5............5........................................................4 Creating Business Process Flow....................................................................................................................................................................................................SAP Best Practices Performance Review and Forecast (259): Configuration Guide Contents Performance Review and Forecast.........4........................................................6 ........................1 Creating Business Process Flow for Sales Department.............................5 4 Navigation in the System..................................1 Uploading Templates..............................................................................5 1 Use...........................................................5..............3 Uploading Dashboard..............4...5 5 Configuration..............................12 6 Test and Use...............13 © SAP AG Page 4 of 13 .....................................................5.................................................2 Creating Business Process Flow for Administrative Department.........................................................9 5......................................6 ...........................................................................5 3 Prerequisites.................. Once you have chosen one of the options mentioned above. Data Data is described by dimension members. sales application). Dimensions Dimensions consist of members.xls. BPC refers to the SAP Best Practices SAP BusinessObjects Planning and Consolidation 7. Properties Dimension members are described by properties. An application set contains a set of dimensions that may be shared among its applications. 3 Prerequisites Before you start installing this building block. for example SAP BPC Administration.\ [xx]_[zz]\Documentation\. © SAP AG Page 5 of 13 .75 documentation DVD. and Sibling. see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_ [zz]. the login information and the current view (CV). and so on. Applications may share dimensions with other applications within the same application set. version for the Microsoft platform Australia V2. you must install prerequisite building blocks. Applications An application is a functional unit used for a particular purpose (for example: finance application. For more information. or have dimensions that are unique. from where you can select the user interface that you want to work in. Application Sets An application set is a group of applications. the relationship between members is described with terms such as Parent. 2 Terminology This document refers to the Planning and Consolidation application also known as SAP BPC. This document can be found on the SAP Best Practices documentation DVD in the folder . However you can use the detailed description here to get an overview of how to create these schedules. Child. e. This allows you to create your own schedules if the ones delivered on the DVD do not completely fulfil your needs. EN for English language. This document describes how to create two input schedules: Input Schedule for Planning Data: This schedule is used to plan future phase reference from historial data Both schedules are also delivered ready to use in the Misc folder of the SAP Best Practices for Planning and Consolidation.g. e.g.. and [zz] depends on the country version. ([xx] depends on the SAP Best Practices version and [zz] depends on the country version). you see the Action Pane on the right-hand side of your screen. With the buttons on the top you can see details on the session information. e.g.xls). the placeholder [xx] depends on the SAP Best Practices version you use. where you can select your tasks and activities. SAP BPC for Excel. AU for Australia: Prerequisites_Matrix_BPC_EN_AU. If the members of the dimension are arranged in a hierarchical order.5. 4 Navigation in the System When you start the Planning and Consolidation application you first see the Launch Page. [yy] depends on the language version.SAP Best Practices Performance Review and Forecast (259): Configuration Guide Performance Review and Forecast 1 • • Use Input Schedule for Currency Translation Rates: This schedule is used to maintain exchange rates for the different countries in which your company has subsidiaries. choose Interface for Excel. choose File → Open. 11. change the application to Rate 12. In the Connection Wizard dialog box.SAP Best Practices Performance Review and Forecast (259): Configuration Guide Below the title./RATE/EEXCEL/Input Schedules. select the AppSet SAP_BP_Planning and the Application SALES_PLANNING. Procedure 1. Save the input schedule 259_IS_SalesMargin_Simulation.xlt and save it to the folder . Browse for the Misc folder on the SAP Best Practices for BPC documentation DVD and open file 259_IS_SalesMargin_Simulation. Repeat steps from 7~10 to open input schedule 259_IS_PL_Simulation. To do so start the SAP BPC Launch Page from your desktop icon or via the Start menu of your desktop. Otherwise the templates might not be selectable when defining Business Process Flow. In BPC for Excel from the menu. 5 Use Configuration . for example SAP BPC Administration. Once the files are open for each file from the menu bar choose eTools → Save Dynamic Templates. With the buttons at the bottom you can open other available interfaces or with See Also open the SAP BPC help.2 Adjusting Dashboard Use SAP Best Practices for Planning and Consolidation package is delivered with pre-defined Xcelsius Dashboard reports. you can choose various tasks. On the SAP BPC Launch Page.5./PL_Planning/EEXCEL/Input Schedules.. . Result You have successfully uploaded the templates used in the Best Practices scenarios. For Excel 2007 users. At the top of the Action Pane you can navigate back and forth with the arrows. 3.xlt and save it to the folder . 5. select Sales_Planning. enter your user ID and password as required and choose Finish. then in the Programs folder choose SAP → Planning and Consolidation. with attractive interface to get business insight. With the Home button you can return to the start page of the specific SAP BPC application you are in. select SALES_PLANNING. In order to use © SAP AG Page 6 of 13 . Choose OK. make sure that the files are saved in Excel 2003 format and not Excel 2007 format. 9. 6. In the current view. Repeat steps from 7~10 to open input schedule 259_IS_Rate. Now you can proceed on with chapter 5. 8. In the current view.1 Uploading Templates This section describes how to upload and install in the system the predefined report and planning input schedules delivered together with SAP Best Practices.5. change the application to PL_PLANNING 10.xlt 7.2 Creating Logic Script. 2. Log on to Interface for Excel.xlt to the folder /Sales_Planning/EEXCEL/Input Schedules. In the dialog box.. 4. select SAP BusinessObjects Planning and Consolidation from first pull-down select field.xlf from menu File → Open. which located in the lower-middle on Xcelsius.Connection Manager screen. for example data source. In Analyzer – Connect Sheet to Cube screen. 5. Procedure 1. starting with http or https and port number if default port number is not 80. Select Connect … 7. etc. In Analyzer .xlf from \Misc\259 folder. Input username and password as well. Open dashboard file 259_Dashboard. some settings should be adjusted. In Analyzer – Create New OLAP Data Source screen. In Analyzer – Multidimensional Connection screen. connection. 4. 3. You should find 259_Simulation_Dashboard. input your server address. Open Xcelsius 2008 2. © SAP AG Page 7 of 13 . select connection name and choose Change Connection. Select Add New… 6. Select Analyzer → Data → Manage Connections from excel menu. Choose Next.SAP Best Practices Performance Review and Forecast (259): Configuration Guide dashboard in customer environment. 14. Choose SAP_BP_Planning . Repeat step 12. 10. You can choose Preview from toolbar to preview the dashboard. Select Rpt-View1-01 sheet. 15. Book1 – Rpt-View3-Hidden-01. for Book1 – Rpt-view2-01. from excel menu. Select OK. leave it as it is. Book1 – Rpt-view302. choose OK. Replace cell C2 and C3 to fit your actual BPC environment. Choose Definition workbook. Book1 – Rpt-view3-01. choose Analyzer → Data → Refresh. select Manage Connections . In Data Manager . In Specify Data Source name (Default is shown) filed. In Analyzer – Connection Manager. 9. From Xcelsius toolbar. 11. select Finish. 12.SAP Best Practices Performance Review and Forecast (259): Configuration Guide 8. In Analyzer – Create New OLAP Data Source. choose SALES_PLANNING from Select the Cube that contains the data you want field. Do not select Analyzer → Data → Refresh All Reports 13. or change the data source name as following. select Connect to verify whether connection can be established. © SAP AG Page 8 of 13 . Export dashboard by choosing File → Export → Flash (SWF). choose Interface for the Web.4 Creating Business Process Flow 5. leave default settings here. and Post a Document – Step 4 of 5 screen.5. In the Action pane are. keep cell B5 as it is. choose Post a document under Library Content Options. select 500 under What is the pixcel height for this item. 11. Leave other settings. choose the dashboard file just uploaded.1 Creating Business Process Flow for Sales Department 1.3 Uploading Dashboard Use Dashboard file need to be uploaded to BPC server as Content Library. In Post a Document – Step 5 of 5. choose Next 5. Save Dashboard. drag and drop Document – File from Available objects area to Page area. 4. dashboard won’t update data. or you can just view the dashboard from content library.swf file from \Misc\259 folder. choose Browse button. then choose OK to close window. If the file doesn’t appear in this page. 2. Choose Save and show me the finished Web page. from Action Pane in the right side. You only need to adjust server name. You should see the uploaded dashboard. © SAP AG Page 9 of 13 . You will use this flash file to upload to BPC content library in next section. Also you shoudn’t change worksheet name. From the Launch Page. choose . In Document File – Step 2 of 2 screen.4. In Add a New Web Page Options screen. choose Next 7. Procedure 1. you can select Next to find out. otherwise. such as Sales Performance Dashboard Report. select [SalesHQ] and move to Selected area by clicking the left arrow button. In case you have changed application name. . 10. Appset name nomally. choose . select Application SALES_PLANNING. for example. then select No columns. Choose Content Library 3. choose Select user/teams. choose . In Content Library List screen. give the name to new page. in next pop-up screen.SAP Best Practices 16. In Post a Document – Step 1 of 5 screen. give the name of page title such as 259 Dashboard. 9. it can be used in BPF. In Content Library List screen. In Content Library List >> Sales Planning Dashboard Report >> Create New Web page screen. you have changed HCM_PLANNING to other name. choose 12. select 259_Dashboard. choose Add a new web page under Library Content Options. In Post a Document – Step 3 of 5. From the Launch Page. In Post a Document – Step 2 of 5 screen. After that. you should adjust here as well. But. from Action Pane in the right side.5. Choose Next 6. choose BPC Administration. Performance Review and Forecast (259): Configuration Guide 17. 8. . 3. select Manage Business Process Flows. From the Action Pane. Choose Add. 5. 13. Choose Continue to Setup Step B at the lower right-hand corner of the window. Choose Continue to Setup Step D at the lower right-hand corner of the window. Choose Continue to Setup Step C at the lower right-hand corner of the window. select Add a New Business Process Flow. From the hierarchical view on the left side of BPC Administration. Define the sub-step using the following information. 10. 12. then select OK and confirm the dialog box An action cannot exist at a step level… with Yes. From the Action Pane. The Define Steps/Sub-Steps screen is displayed. 14. 15.SAP Best Practices Performance Review and Forecast (259): Configuration Guide 2. Define the System Requirements (Step A) to match the following (adapt the email address to the ones you maintained for the user ‘Controller’)as following tables: Field name Business Process flow name Business Process flow description What is the Controlling Application BPF owner User action and values Monthly Simulation(Sales Dept) Monthly Simulation (Sales Department) PL_PLANNING Enter your email address 7. Define the System Requirements (Step C) to leave default setting. The Admin console is displayed. 8. 11. Logon to your SAP_BP_Planning application set. 4. Create BPF structure as following table: How do you want to add your Business Process Flow? Select Add a new process step Select Add a new sub-step Select Add a new sub-step Select Add a new sub-step © SAP AG 13 What is the name and instruction for the new step/sub-step? Preliminary Steps Upload Actual Data File Import Actual Data Maintain Currency Rate Page 10 of . Define the System Requirements (Step D) to match the following: View by Teams Selected SalesHQ Drive Dimension Identity Dimension You need to select a team of which you are a member. select Business Process Flows. Define the System Requirements (Step B) as reference from following table: Dimension Category P_ACCT P_CC RptCurrency Time 9. Choose Next to continue. 6. © SAP AG 13 Page 11 of . Choose Next to continue. On the Finish screen. 21. Choose Save. In the dialog box do you want to save….xlt SALES_PL ANNING PL_PLANN ING SALES_PL ANNING SALES_PL ANNING 259_IS_PL_ Simulation.xlt BP5_RPT_Profi t_Loss. 22. Confirm the dialog box. On the Define Actions screen: Steps Upload Actual Data File Import Actual Data Maintain Currency Rate Review Sales Dashboard Confirm Actual Sales Data Confirm Actual PL Data Performing Sales Simulation Copy Sales Data to PL Performing PL Simulation Interfa ce Data Manag er Data Manag er Interfac e for Excel Interfac e for Web Interfac e for Excel Interfac e for Excel Interfac e for Excel Data Manag er Interfac e for Excel Task Data Upload Run User package Schedul e Library Open Content Web Page Report Library Report Library Schedul e Library Run specific package Schedul e Library Name\Paramet er Value Applicatio n SALES_PL ANNING SALES_PL ANNING Current View 259_IS_Rate. choose Yes. 17.3 BP2_RPT_Sale sPlanning. Choose Next to continue.xlt PL_PLANN ING 18.xlt Rate SALES_PL ANNING *Click Browse to select Web package created in 5.xlt 259_IS_SalesM argin_Simulatio n. 20.SAP Best Practices Performance Review and Forecast (259): Configuration Guide Confirm Acutal Data Review Sales Dashboard Confirm Actual Sales Data Confirm Actual PL Data Perform Simulation Performing Sales Simulation Copy Sales Data to PL Performing PL Simulation Select Add a new process step Select Add a new sub-step Select Add a new sub-step Select Add a new sub-step Select Add a new process step Select Add a new sub-step Select Add a new sub-step Select Add a new sub-step 16. 19. Choose Close. select the Enable this BPF for Users checkbox. Confirm the dialog box.2 Creating Business Process Flow for Administrative Department 1. select Manage Business Process Flows. 3. 8. 12. The Define Steps/Sub-Steps screen is displayed. 2. 5. choose BPC Administration.4. From the Action Pane. Choose Continue to Setup Step B at the lower right-hand corner of the window. From the Action Pane. Logon to your SAP_BP_Planning application set. Define the System Requirements (Step B) as reference from following table: Dimension Category P_ACCT P_CC RptCurrency Time 9. 5. 14. From the hierarchical view on the left side of BPC Administration.SAP Best Practices Performance Review and Forecast (259): Configuration Guide 23. Choose Next to continue. 4. select Business Process Flows. Choose Continue to Setup Step D at the lower right-hand corner of the window. Define the System Requirements (Step C) to leave default setting. Define the System Requirements (Step A) to match the following (adapt the email address to the ones you maintained for the user ‘Controller’)as following tables: Field name Business Process flow name Business Process flow description What is the Controlling Application BPF owner User action and values Monthly Simulation(Admin Dept) Monthly Simulation (Administrative Department) PL_PLANNING Enter your email address 7. From the Launch Page. then select OK and confirm the dialog box An action cannot exist at a step level… with Yes. Define the System Requirements (Step D) to match the following: View by Teams Selected AdminHQ Drive Dimension Identity Dimension 13. select Add a New Business Process Flow. 15. 10. 11. Choose Continue to Setup Step C at the lower right-hand corner of the window. Create BPF structure as following table: How do you want to add your Business Process Flow? Select Add a new process step Select Add a new sub-step © SAP AG 13 What is the name and instruction for the new step/sub-step? Preliminary Steps Upload Actual Data File Page 12 of . The Admin console is displayed. Choose Add. 6. Define the sub-step using the following information. 21.SAP Best Practices Performance Review and Forecast (259): Configuration Guide Import Actual Data Confirm Actual PL Data Performing PL Simulation Select Add a new sub-step Select Add a new sub-step Select Add a new sub-step 16. 19. 22. In the dialog box do you want to save…. Choose Next to continue. 20. 23.xlt 259_IS_PL_ Simulation.xlt PL_PLANN ING PL_PLANN ING 18. On the Define Actions screen: Steps Upload Actual Data File Import Actual Data Confirm Actual PL Data Performing PL Simulation Interfa ce Data Manag er Data Manag er Interfac e for Excel Interfac e for Excel Task Data Upload Run User package Report Library Schedul e Library Name\Paramet er Value Applicatio n SALES_PL ANNING SALES_PL ANNING Current View BP5_RPT_Profi t_Loss. 17. Choose Save. select the Enable this BPF for Users checkbox. Choose Close. 6 Test and Use Refer to the Business Process Documentation of this scenario to find out how to carry out the business processes. On the Finish screen. Choose Next to continue. choose Yes. Confirm the dialog box. Confirm the dialog box. © SAP AG 13 Page 13 of .