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SAP BPC 10 NW MEGA ELITE Enablement

Functional Track 2 overview EPM Add-in Deep dive | Data Manager front-end

Agenda
Functional Track 2 EPM Add-in Deep dive section
Creating EPM connections manually Building reports and input forms (report options) Use the new formatting concept of EPM Formatting Sheets Build multi-source reports in a single spreadsheet

Advanced cell-based formula allowing more complex features


UJSTAT transaction

EPM Add-in client vs. Web client


Data Manager front-end
User interface New process chains (Copy Comments/Load Transactional Data from BW InfoProvider UI)

Additional Topics

Master Data on the fly

Ribbon Extension
EV Functions & EVDRE re-implementation, migration and API changes (API mapping)

MS Word and PowerPoint integration


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BPC Mega Elite Agenda Consolidations Overview


Time
10 minutes 1.5 hours 2 hours 2 hours

Topic
Introduction and Housekeeping BPC 10 EPM Add-In Overview Section 1 Ex 1 to 5 Section 2 Ex 1 to 3 Section 3 Ex 1 Section 4 Ex 1 to 4 Section 5 Ex 1 to 4 Review Contact information and Links Optional Section 6 Ex 1 to 5 and/or Work on your own to finish exercises or use system for other questions and discovery

Done by
Everyone Presenter Class Attendees With Presenter and Proctors to Assist Presenter Class Attendees Without Assistance (on your own)

Type
Sign-in Presentation Hands-on Exercises

10 minutes Remaining Time Instances shut down 5 hours after beginning of class.

Presentation Hands-on

Note:

For info on whats new in BPC 10 see pdfs at end of this PPT file.
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Housekeeping
Everyone should have received an email with the following information: Agenda and Housekeeping Presentation Exercises Logon Information

Logon help file on how to start Adito


A web URL for your instnace -> https://InstanceXX.sapvcm.com Username: BPC_XX Password: Welcome!

Help During Exercises


For quick questions ask for help on phone For quick questions use Chat For longer question ask for contact information to have a separate Connect Session with a proctor. The information will be displayed in chat.

https://sap.na.pgiconnect.com/I###### (we may only give the phone number and I###### portion of this link - in chat, append to this URL and paste in your browser)

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Functional Track 2 EPM Add-in deep dive


Creating EPM connections

Creating EPM Connections


EPM applications can be reached via several connection types:
SSAS SQL Server Analysis Services BW SAP Business Warehouse ODBO OLD DB for OLAP XMLA XML for Analysis WS Web Services
ODBO SSAS, BW cubes

SAP BO EPM add-in 10.0

ODBO

ODBO WS

ODBO WS

SAP Financial Consolidation 10.0 Designer cubes

SAP Profitability and Cost Management 10.0

SAP Strategy Management 10.0

SAP BusinessObjects Planning and Consolidation, Version for NetWeaver 10.0

SAP BusinessObjects Planning and Consolidation, Version for Microsoft 10.0

+ Support of non EPM SSAS and BW cubes (through ODBO technology)

SAP BOPC 10 cubes for both Microsoft and NetWeaver versions can be queried from the EPM add-in using two different kinds of connections: Web Services ODBO provider (a particular ODBO provider for each NW and MS version).

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Creating EPM Connections Local:

This connection type is for ODBO connections, which can be built for FC SSAS cubes, FC BW cubes, SSAS standard cubes, BW standard cubes, PCM ODBO provider, SSM ODBO provider, BPC MS ODBO provider and SAP BW OLE DB provider.
An ODBO connection doesnt allow data input, and is only used for data retrieval. Data Manager features are also not reachable with an ODBO connection. However, the usage of custom members (to build some complex MDX calculated members) can only be performed with an ODBO connection.

Planning & Consolidation:

This type is for Web Service connections, on the top of BPC 10 MS and BPC 10 NW. A Web service connection allows data input, and the use of the Data Manager ribbon, but does not support the creation of custom members.
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Creating EPM Connections


Manual Connections
Manually created connections are always stored in the EPM Connection Manager window

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Creating EPM Connections


Automatic Connections
Automatically created connections, accessed from the BPC web portal, are not stored in the EPM Connection Manager window.

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Functional Track 2 EPM Add-in deep dive


Building reports and input forms (report options)

Building reports and input forms

Once logged into the EPM data source, click the New Report button (1) or
drag & drop dimensions from the dimension list in the EPM Pane to the row axis and columns axis (2). 2 1
Or

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Building reports and input forms

Once your report is generated, you can access its options (tabs) by clicking the
Edit Report button (1). The Report Editor opens with a list of options and tabs (2). 1 2

3
By selecting Use as Input Form option (3), the Save Data button will become available (4), when coming back to your report.

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Building reports and input forms

Click on the Account dimension in row axis on the EPM Pane (1) in order to
define the desired expansion. The Member Selector opens and you can now define your Account expansion. 1

4
Select PL600 account member (2), and Member and Descendants in the Selection Relationship dropdown (3), and move it to the Selected Members window, by clicking the right arrow button (4), and click OK (5).

5
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Building reports and input forms

You report now displays NetIncome and all its descendants for the Account
dimension.

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Functional Track 2 EPM Add-in Deep dive


Use the new formatting concept of EPM Formatting Sheets

Formatting

For each report, you can decide to apply a formatting by clicking the View
Formats button on the EPM tab (1). A new sheet appears in your workbook (called EPMFormattingSheet) (2). 1

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Formatting

Apply some formatting to the desired sections. Be aware of the priority (read from the top to the bottom).

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Formatting

Return to Sheet1 worksheet and click the Edit Report button (1). Under the
Options tab click the Apply Dynamic Formatting checkbox and choose EPMFormattingSheet in the drop-down box (2).

Back to your report, the formatting is applied (3) according to the EPMFormattingSheet definition.
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Functional Track 2 EPM Add-in deep dive


Build multi-source reports in a single spreadsheet

Multi-source reports

Using the EPM Add-in, you can display two reports belonging to different data
sources on the same worksheet.
Report 1 is linked to a Planning and Consolidation connection.

Report 2 is linked to a native BW cube through ODBO driver connection.

Note that the Active Connection drop-down in the EPM Pane references all data sources which you are simultaneously connected to. And you can add new connections directly from here choosing the Select Another connection link:

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Multi-source reports

When displaying several reports on the same spreadsheet, you can turn on the
Axis Sharing Feature.
Report 1 is linked to a Planning and Consolidation connection, and shares its row axis with Report 2.

2
Report 2 is linked to the same Planning and Consolidation connection, and displays another dimension in columns.

Currently, you can only use the Axis Sharing feature on the same data source. A future EPM add-in service pack will allow the Axis Sharing feature on multiple data sources.
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Functional Track 2 EPM Add-in deep dive


Advanced cell-based formula allowing more complex features

Advanced cell-based formulas

Some EPM functions enable you to perform some actions on reports or input
forms. Those functions are complementary to the EPM Add-in interface, and might allow your reports or input form to be even more dynamic.

EPMCopyRange, very useful formula.


This function enables you to add and repeat the content of a range of cells until the
bottom (columns) or the right side (rows) of a report is reached. The range is added to the data grid and to the shift zones (if there are ones), starting after the row axis and below the column axis.

Typically, this function is very useful when you use hidden columns between your row
headers and your data range (what we call shifting columns).

This function is not the official successor for Before Range/After Range. The new
method for building Before and After Range would be to either use the Sorting & Grouping feature in the axis definition, or use the new EPMInsertCellsBeforeAfterBlock directly in the report.
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Advanced cell-based formulas

=EPMCopyRange("000",TRUE,A2:D2)
Here, the formula is used to copy a formatting range down the rows.

It is applied for the shift column (column B), as well as for the data grid.

The source definition of the formats to apply is placed in cells A2:D2, above the report.

In cells A2:D2, you can also add formulas to retrieve comments instead of data for example.

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Advanced cell-based formulas

=EPMDimensionOverride("000;001",TIME",B20)
EPMDimensionOverride formula offers the ability to reference former MemberSet cell
(from an EVDRE report), so that your expansion in EPM Add-in will retrieve the same result. Former MemberSet parameters can be used (MEMBERS, BAS,SELF,LDEP(n), etc)

In this example, the formula will override the member selection for the TIME dimension in
reports 000 and 001. The dimension member selection performed in the Member Selector is replaced by value in cell B20.

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Functional Track 2 EPM Add-in deep dive


EVDRE migration tool API

EVDRE Report migration tool

The EVDRE migration tool exists in order to help customers migrate their BPC
7.5 EVDRE reports to EPM add-in reports. You can access the tool via the More button, and select EvDRE Migration (1).

Several migration options are available: Active Worksheet, Active Workbook,


Planning an consolidation Server, and Local (2).

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EVDRE Report migration tool

The generated report layout reflects the same expansions in row and column
axes, compared to the MemberSet parameter used in EVDRE expansion range.

A new formatting sheet is automatically created, and filled-in with the formats
defined in your initial EVDRE Format range.

Sorting, ranking, suppressing, and inserting options are not migrated, as well as
all shifting columns (columns between the row or column header and the data grid, usually used to display some member properties).

In case of customized reports, manual adjustments may be


required (such as updating BPC 7.5 VBA macros for example).

A migration log will be generated after each migration process.


You can find it through the More button, and click Log.

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API
The EPM Add-in provides BPC macros and BPC events, but with different names compared to former 7.5 BPC macros. For example, former MNU_eSUBMIT_REFSCHEDULE_SHEET_REFRESH macro is now called SaveWorksheetData and former BEFORE_SEND event is now called BEFORE_SAVE.

Note: In version 7.5, a parameter was needed for BPC events, such as
BEFORE_REFRESH(Argument as String). In EPM Add-in, no parameter is needed: BEFORE_REFRESH().

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Others

Custom

menus Custom menu functionality is no longer provided in BPC 10 NW. Customers should:
either move to BPF functionality, displaying and executing Business Process Flow actions from the EPM Pane. or use the EPMExecuteAPI (former EVMNU) function from a worksheet that could be linked to a customized ribbon extension. or use Workspaces from the Web portal (to a lesser extent).

EVMNU
EVMNU function is still supported, but will need to be updated manually with the new macro names from the new public API.

Books and distribution


Book and distribution templates (definition) are automatically migrated and can be edited directly through Excel or through the new dedicated UI. Published books will need to be generated again.
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Functional Track 2 EPM Add-in deep dive


UJSTAT Transaction - Type of queries (RSDRI, MDX) Enabling UJSTAT

UJSTAT - Types of Queries


The SQE (Shared Query Engine) is the central module for reading all of the data from an SAP BPC application. (Ex: SAP BPC Excel client, the Web, and the data manager).

Technically, the SQE in SAP BPC 10 NW consists of the following sub-modules. These submodules are completely invisible to the end users:
RSDRI - RSDRI is the function group in SAP NetWeaver BI that deals with access to InfoProviders. In the SQE, an RSDRI query means calling the internal SAP NetWeaver BI functions to read data from an InfoProvider (Fastest) or Fact tables

MDX - SAP NetWeaver BI exposes OLAP BAPIs to access data from an InfoProvider through MDX. The MDX query method in SAP BPC generates the MDX statements required to retrieve data with the SAP BPC application logic applied. It is always used when there are dimension member formulas, measure formulas, or hierarchy parent values to be retrieved

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UJSTAT - Types of Queries - RSDRI


An example of an RSDRI query would return base members dimensions back to BPC Excel. In the report below, the EPM Add-in is returning base members for both dimensions, Time and Account.

In transaction UJSTAT, the user would see the query produced an RSDRI query.

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UJSTAT - Types of Queries - MDX


An example of an MDX query would return aggregated (parent) member dimensions back to BPC Excel. In the report below, the EPM Add-in is returning parent members for both dimensions, Time and Account.

In transaction UJSTAT, the user would see the query produced an MDX query.

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UJSTAT
By default, no statistics will be collected, but you can turn them on at the Model level (introduced in SP03, note 1601883). In transaction SPRO, select SAP Reference IMG, and navigate to Set Model Parameters

To turn Statistics on, select the execute button next to Set Model Parameters and enter ON for the field BPC_STATISTICS.

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UJSTAT
When you run transaction UJSTAT, you are prompted to apply filters to select the statistics you wish to display.

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UJSTAT
Double click an entry to drill down on the events. Under the item Run Sub Query for Measures, you will see either MDX Query Kernel or RSDRI Query Kernel entry.

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UJSTAT
The columns with most importance are: Hierarchy Description of the event Seq Number Order in which the query performed the task Runtime Runtime of the particular event T Runtime Total runtime of the request C Runtime Cumulative runtime of the event Nr of Records Number or records returned

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UJSTAT
In an MDX query, you can double click on the event Mddataset_create_object to view the actual MDX produced. Notice in the MDX statement the data is being pulled from the InfoProvider Query.

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UJSTAT
Deleting Statistics

Records, once written to the statistics table, will not be deleted automatically. If statistics are used heavily, you might need to periodically delete the statistics from the table.
Program UJ0_STATISTICS_DELETE has been provided for this purpose (accessed via transaction SE38)

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EPM Add-in client vs. Web client

EPM Add-in client vs. Web client


EPM Add-in client

Installed on client machine (no need to be aligned with BPC server SP) Supports advanced reporting and input form
Easy drag & drop feature and axis selection Complex formatting Sorting, ranking, filtering, and spreading capabilities Advanced member selections, data offsets Member recognition Use of BPC VBA macros and advanced cell-based formulas Workbook supports multiple reports, input schedules and sources Report links for ad hoc analysis

Can run data manager process chains and execute drill-through Ribbon customization Enhanced Word and PowerPoint integration Create Distribution and Book templates
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EPM Add-in client vs. Web client


Web client

Zero footprint and can work on client computers not running Microsoft Office

Administrative and general navigation functions for BPC 10.0 NW


Create models, business process flows and business rules, Manage documents, web content management and audit reports Design and leverage Consolidation Monitor

Workspaces allow for web reports, schedules and dashboards to be easily


consumed by users

Supports simple reporting and data input, to augment EPM Excel capabilities
Can filter on members, sort fields, change layout and show charts Using Dashboard Designer 4.0 can allow for more complex scenarios using flash files

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EPM Add-in client vs. Web client


Web client
Formulas The dimension member formulas work with web client. Report specific formulas cant be created on the web client.

Excel client
Excel formulas can be created and used. Formulas on summation, calculations parent node values (instead of fetching values from backend) can be done. VB scripting can be leveraged

Formatting

Web client does not have report formatting features though it has functionality to use chart and table with various options for chart. Data Manager packages cannot be executed from the web client.

Full array of report formatting features are available. In addition, Excel formatting features can also be leveraged. Data manager packages can be executed from the Excel client.

Data Manager

Drill-Through

Drill-Through cannot be executed from the web client.

Drill-Through canbe executed from the web client.

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EPM Add-in client vs. Web client


Web client
Additional features It is easier to integrate reports and input schedules with workspaces and library. Reports allow member selections, sorting, drag and drop and charts. Favorites link

Excel client
Excel client has additional features such as enhanced member selector, direct member entry, member offset , spreading etc.

Integration

Web client can report data from SAP BusinessObjects Planning and Consolidation 10.0 only.

Excel client can report data from other EPM products as well as external systems connected through ODBO Excel add-in. Multiple reports and charts can be added to a workbook (including multiple sources).

Installation

Web client can work with zero footprint and also with client machines that do not have Microsoft Office.

Excel client needs to be installed on the client machine and a valid connection needs to be created.

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Data Manager
User Interface (UI)

Data Manager UI
The ability to access the Data Manager user interface is only possible with a Web Services connection, using the standard Planning and Consolidation connection type:

a
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If you connect to a BPC environment using the ODBO provider (for MS or NW), the Data Manager ribbon will be greyed out:

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Data Manager UI
The access to the new Data Manager UI is performed from a dedicated Data Manager tab, next to the EPM:

If the user is already logged into BPC via the EPM tab, Data Manager inherits the same
connection. Conversely, the user does not have to log in via the EPM ribbon as the Data Manager tab also contains a Logon/Logoff button.

When using an ODBO connection type, the user will need to log in
via the Data Manager tab in order to run Data Manager packages.

As a summary, Data Manager is only usable on top of Planning and Consolidation


connection type.
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Data Manager UI
Two ribbons are available in the Data Manager tab:

Connection: this is where you define the Planning and Consolidation


connection to reach in order to work with Data Manager features.

Data Manager Group: this is where you can perform all data manager tasks:

Run package or package links View package, package links and schedule status Upload data Download data Data preview Organize packages or package links list Create and manage Transformation files Create and manage Conversion files The More button will allow you to either Clear the prompt values or change the dedicated connection for Data Manager.

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Data Manager
New process chains (Copy Comments/Load Transactional Data from BW InfoProvider UI)

Data Manager

New process chains:


Copy Comments Load Transactional Data
from BW InfoProvider (UI)

New import methods:


Append

For example, running Load Transaction Data from BW InfoProvider (UI) package in Append mode with the Merge option wont overwrite or clear existing data in the target application (unless you use the Replace & Clear option). The Key figure of new and old data with the same data range is automatically aggregated across all dimensions. New data (without the same data range in the target) will be directly appended into the application.

Replace & Clear now uses DataSource dimension (if existing)

In fact, destination records are cleared according to the data range provided by dimension type E (Entity), T(Time), C(Category), D (DataSrc) from the source data.

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Data Manager
Load Transactional Data from InfoProvider (UI)

1.

Click the folder icon to display the InfoProvider Selection window. Select the source InfoProvider in the list. Click the Set Selection button. In the Set Selection window, select the desired dimensions /fields and attributes you want to get the data.

2.

3.

4.

3
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Data Manager
Load Transactional Data from InfoProvider (UI)

Then choose a Transformation file and a Data-transfer mode

Finally select the import data method

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Data Manager
Load Transactional Data from InfoProvider (UI)

Merge
Source data is first aggregated by all dimensions Target data is then overwritten by the aggregated source data by all dimensions.

Replace & Clear


Target data is first cleared by E/C/T/D selection in the source. Source data is then aggregated by all dimensions Target data is then overwritten by the aggregated source data by all dimensions.

Aggregate overwrite

Source data is appended into the target BPC cube. Key figure will be aggregated by all dimensions. Append

Target data is first cleared by E/C/T/D selection in the source. Source data is appended into the target BPC cube. Key figure will be aggregated by all dimensions.

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Data Manager
Copy Comments

1.

1 3
2.

Click the Add button to select the Source Category member you would like to copy. Select Actual and move it to the Selected Member section using the right arrow button. Click the Add button to select the Target Category member and choose Budget. All comments across every other dimensions will then be copied from Actual category to Budget category.
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3.

4.

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Additional Topics
Master Data on the fly Ribbon Extension EV Functions EVDRE re-implementation, migration and API changes (API mapping MS Word and PowerPoint integration

Master Data on the Fly


Traditionally BPC administrators create and maintain dimensions and their members in the BPC Administration Console to ensure governance and consistency of master data across all applications. However, under certain circumstances, it may be necessary to allow end users to create master data values themselves on the fly rather than having to wait for a central administrator to do it for them.

Examples include:
Creating new projects or marketing events that they would like to plan. Create new employees or positions to plan salaries for their cost center.

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Master Data on the Fly


A How to Guide, written by Daniel Settanni, has been created detailing how to accomplish this and can be found on SDN.

(http://wiki.sdn.sap.com/wiki/display/BPX/Enterprise+Performance+Management+%28EPM% 29+How-to+Guides).

Whats included:

Transport containing the custom process type and custom process chain Step by step instructions in creating:

Script logic file Data Manager Package

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Ribbon Extension
Ribbon extension
Is a way to customize your EPM standard ribbon (when connected to any EPM Data sources) Provides an already-customized client interface that better matches customer front-end needs.

How it works?
You will create and place a newly generated dll in the folder which contains all EPM add-in installation files (usually C:\Program Files (x86)\SAP BusinessObjects\EPM Add-In). The extensions (new dll) inside will be automatically detected by the EPM Add-in each time you log-on to your EPM datasource via the Log On button. The ribbon is automatically changed with your extension.

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Ribbon Extension
How to create it?

Create an new Class Library project with Visual Studio 2008 or 2010.

Implement all methods which are defined in the interface IEpmRibbonExtensibility.


Build your project, and name your generated dll with the name ending with RibbonExtension.dll (for example: MegaEliteRibbonExtension.dll)

Create as many extension as you would like and define the priority order for each.
Copy this generated dll and paste it into the EPM Add-in installation files. Open Excel and the EPM tab now reflects your customized extension.

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Ribbon Extension
Result
Before enabling ribbon extension (standard ribbon)

After enabling ribbon extension (customized ribbon)

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Ribbon Extension
Demo

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EV functions
BPC 7.5 reports may only be built with EV functions. Here is the list of all former BPC 7.5 functions that are backward compatible:
evAPD evAPP evASD evAST evBET evBNV evCGP evCGT evCOM evCVW evDES evDIM evDNV evGET EPMModelCubeDesc EPMModelCubeID EPMEnvDatabaseDesc EPMEnvDatabaseID EPMComparison EPMBook EPMCommentPartialContext EPMCommentFullContext EPMSaveComment EPMContextMember EPMMemberDesc EPMDimensionType EPMDocumentList EPMRetrieveData
evGTS evHNV evLCK evMBR evMNU evPRO evPRP evRNG evRTI evSND evSVR evTIM evUSR OsCLD EPMScaleData EPMURL EPMWorkStatus EPMSelectMember EPMExecuteAPI EPMMemberProperty EPMDimensionProperty EPMCellRanges EPMRefreshTime EPMSaveData EPMServer EPMMemberOffset EPMUser EPMDocument
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EV functions
Some former EV functions have been turned into EPM Add-in features and, therefore, are not supported anymore:
EVEXP (use the new Report Editor instead) EVENE

EVNXP
EVSET EVLST EVPXR EVHOT (becomes Quick links functionality in the EPM add-in)

In case you are using one of those functions above in your former reports, you will have to modify the report manually, using the EPM Add-in interface.
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EVDRE Re-implementation in EPM Add-in


Using the EPM Add-in SP04 Patch 01, you can open and use EVDRE reports or input schedules created in version BPC 7.5. Once the existing EVDRE function returns OK (meaning that your EVDRE definition is valid), the EPM add-in ribbon will change and display an Expand button, as well as former Workbook options (no mix of EVDRE and EPM add-in report on the same spreadsheet)

Creation of new EVDRE reports through the EVDRE builder wizard is not possible. However, you can either design a new EVDRE from scratch (if you were familiar with it), or copy an existing one and adapt it to match your new model/environment.

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MS Word and PowerPoint integration


Organizations requiring Month or Year-end reviews in a Microsoft Word or PowerPoint format can now directly link EPM data to their reviews without having to go into Microsoft Excel or rely on screenshots. This greatly simplifies the process for creating and maintaining highly engaging and relevant presentations based on a consistent set of Report data. You can access it via the EPM portal or by logging directly in MS Word or PowerPoint.

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MS Word and PowerPoint integration


When you log in either MS Word or PowerPoint, you will be presented with the same EPM Ribbon that you have in Excel, including the EPM Context as well as the EPM Panel.

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MS Word and PowerPoint integration


To create a report, drag and drop the dimensions to the desired axis or click the New Report button from the EPM ribbon.

OR

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MS Word and PowerPoint integration


Within MS Word and PowerPoint, users will have the same options they have in MS Excel, except for Local Members, which is only available in MS Excel due to Excel functionality (formulas).

Under the Options menu (EPM -> Options), the user can customize the number format, auto fit column width as well as repeat row and column headers.

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MS Word and PowerPoint integration


Users can customize the look and feel of the report using MS Word and PowerPoint formatting options.

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MS Word and PowerPoint integration


In addition to creating a table report, users can also insert floating values based on a specific data intersection. To accomplish this, click the Insert Data icon within the EPM ribbon and define the intersection. Users can choose to hardcode the intersection or base it on the Current Context.

When the field is highlighted, the data intersection appears instead of the EPM Panel.

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MS Word and PowerPoint integration


Lastly, the user can copy a report from Excel directly into MS Word or PowerPoint..

and paste it into MS Word or PowerPoint, including the connection information.

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Documentation

Other useful documentation


How to guide - SSO implementation via client certificates for BPC 10 NW.
http://wiki.sdn.sap.com/wiki/display/BPX/Enterprise+Performance+Management+%28EPM%29+Howto+Guides

EPM Add-in user guide and installation guide


http://help.sap.com/content/bobj/sbu/docu_sbs_bpc_design.htm

Whats new in EPM Add-in compared to BPC 7.5

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Other Useful Links

SAP Training and Education http://www12.sap.com/training-and-education/index.epx

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Other Useful Links

SAP Training and Education http://www12.sap.com/training-and-education/index.epx Whats new in BPC 10

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Thank You!