Sap BPC Admn

SAP Business Planning and Consolidation
Administrator Training Session 1
Agenda Session 1
Course Objectives What is SAP Business Planning and Consolidation? SAP Business Planning and Consolidation Architecture PetDepot Overview and Requirements Development Phase Getting Started Creating an Application Set Creating Dimensions and Properties
SAP AG 2007, SAP Business Planning and Consolidation / 2
Agenda
Session 2
Creating Applications and Adding Dimensions Optimization Introduction to SAP Business Planning and Consolidation Logic Loading and Validating Data
Session 3
BPC for Excel
Navigation Working with Dynamic Report and Schedule Templates BPC Comments Book Publication
BPC Web
Content Library Live Reporting
BPC for Word BPC for PowerPoint
Agenda Session 4
Security Work Status Business Process Flows Audit
Session 5
SAP Business Planning and Consolidation Case Study
Course Objective To develop a basic application set based on the best practice implementation methodology used by SAP Business Planning and Consolidation consultants and partners.
What is SAP Business Planning and Consolidation ?

A single, unified, Enterprise-wide solution. A web-based, collaborative solution that unifies the business planning and performance management process.
SAP Business Planning and Consolidation Architecture SAP Business Planning and Consolidation is based on SOA (Service Oriented Architecture). SAP has created a collection of services, for example:
Shared Query Engine File Service Authentication
This architecture allows for enhancements and fixes to be implemented more easily.
SAP Business Planning and Consolidation High-Level Architecture
Example of an SAP Business Planning and Consolidation Multi-Server Environment
Database Server Application Server
File Server
All servers communicate to the Application Server WebServer is a client to the Application Server
OLAP Server
OLAP Server
Database Server Web Server
Note: The server components can also be run in a single-server environment.

Database Schema SQL Server

Is used as the underlying RDBMS for SAP Business Planning and Consolidation. Is used to store data. Contains fact tables, dimension tables, and meta data tables.
Database Schema Analysis Services

Uses the SQL Server database as its source. Contains the following:
OLAP Databases Cubes Dimensions Aggregated data
OLAP: Defined
OLAP is an acronym for On-Line Analytical Processing. It is a database technology that was developed specifically for viewing and analyzing data. It is distinguished from On-Line Transaction Processing, which stores transactions in a relational, two-dimensional database.
OLAP
Is used to analyze summarized data rather than detailed transactions. Is multidimensional.
Data is arranged and viewed in cubes instead of tables. This enables a quicker and more intuitive navigation of data.
OLAP: Structural Elements OLAP databases contain three basic structural elements:
Dimensions Measures Cubes
Terminology: Dimensions
Dimensions consist of members. If the members of the dimension are arranged in a hierarchical order, the relationship between members is described with terms such as Parent, Child, and Sibling.
Flat dimension
Hierarchical dimension
Dimension members
Dimension members
Terminology: Measures Measures allows you to change the view of your data:
Periodic Week to date (WTD) Month to date (MTD) Quarter to date (QTD) Year to date (YTD)
Terminology: Cubes
Cubes are where data is stored in an OLAP database. A Cube is equivalent to a table in a relational database. Cubes allow up to 20 dimensions.
A cube that stores BPC data might be called Finance
Terminology: Application Sets

An application set is a group of applications.
An application set contains a set of dimensions that may be shared among its applications. An application set is equivalent to a single MS Analysis services database.
Terminology: Applications
An application is a functional unit used for a particular purpose (e.g. Finance application, Sales application). Applications may share dimensions with other applications within the same application set, or have dimensions that are unique.
In MS Analysis Services, an application is equivalent to a cube.
Application Sets & Applications
Application Set
MS Analysis Services database
Applications
MS Analysis Services cubes
Terminology: Properties Dimension members are described by Properties.
External Sales (Description) ExtSales Profit & Loss (Group)
Y (Scaling)
Inc (AccType)
Terminology: Data Data is described by dimension members.
Budget 120,000 Store1
ExtSales
2008.Jan
Summit Implementation Methodology
Implement
Initiate
Design & Configure Develop Plan
Tune
Deploy
Review
Develop Application consultant training based on the Development task:

Create Dimensions Create Applications Create Logic/ Calculations Load and Validate Data Develop Reports and Input Schedules Set up Security Define Work Status Develop Business Process Flows Enable BPC Audit
PetDepot Company Overview

Specialty retailer of pet food, supplies, and services. Founded in 1975. Employee-owned corporation, with corporate headquarters in St. Louis, Missouri. Company Mission Statement:
To provide the highest level of health, happiness, and comfort to companion animals and their owners.
Stores located across United States and in Europe.
PetDepot Store Structure

In the United States, Pet Depot has opened and maintained 21 stores.
Across continental U.S., in 16 states total. Stores typically located in large metropolitan areas.
Currently four stores have been opened in Europe.

United Kingdom Switzerland
Stores fit into three store types.

Small Mid-Size Large
PetDepot Corporate Goals

To increase market share on an international basis.
Expand into several markets in US. Open additional distribution centers and retail stores in Europe.
- New branches in Italy, Germany, France, and Norway
Establish an Asia-Pacific Division.
To increase Net Income.

Increase Total Revenue by 25% this year. Reduce Cost of Goods Sold, and focus on reducing Total Operating Expenses. Increase Total Revenue per Employee.
PetDepot System Requirements

Require enterprise-wide, web-based solution. Need to perform the following processes:
Actuals - Financial reporting and analysis
- Current year and Next year. - Net Income, Balance Sheet, and Gross Margin analysis. - Across all stores and regions, with ability to view in local and converted currencies.
Budgeting Forecasting Performance Management
PetDepot Solution After product evaluation, selected SAP Business Planning and Consolidation because it:
Is unified and integrated for required business processes. Leverages existing Pet Depot technologies such as Excel, SQL Server, and Internet Explorer. Contains built-in financial functionality.
Foreign Currency Conversion InterCompany Eliminations
Has a rich set of analysis and reporting options available for the variety of Pet Depot system users. Provides a centralized web-based system for company information sharing and collaboration.
PetDepot Business Dimensions

Time
Current year, Next year
Category
Actual, Budget, monthly Forecasts, What-if analysis
Account
Income Statement, Balance Sheet, Cash Flow, KPIs
Entity
Stores, organized by Region and by Store Type
RptCurrency
Local Currency, USD, EURO
DataSrc
Input, Adjustment, Total Adjusted
IntCo
For Inter Company Eliminations
DEMONSTRATION Overview of PetDepot application set
APPSHARE PLACEHOLDER
SAP Business Planning and Consolidation Administration Installation
From the Launch Page, click Client Software Center.
SAP Business Planning and Consolidation Administration Installation
From the Software Center, click BPC Administration Installation.
SAP Business Planning and Consolidation Administration SAP Business Planning and Consolidation (BPC) Administration lets you build and maintain BPC applications. With BPC Administration, you can:
Create new application sets. Create and maintain applications and dimensions. Create and maintain formulas and logic. Create and maintain users and security. Create and maintain business process flows.
Administrator Roles
There are different types of administrators in SAP Business Planning and Consolidation, with different roles and access to different tasks. An administrator may have one or both of these roles:
Application Administrator System Administrator
Administrator Rights
Application Administrator:
Builds and maintains the applications. Has read access to all data (could also be a business manager for a finance entity).
System Administrator:
IT person responsible for NT server setup and network/internet administration. Has technical access to data (not operational access). Can build Application Sets.
Creating a New Application Set

You begin by copying an existing application set, and then you customize the application set by creating new applications, dimensions, and members. ApShell is an application set used as a starting point for client implementations.
Note: Only a user with System Administrator rights can create a new application set.
ApShell
Is the sample application set that is included with the BPC installation. Contains the tools required to build client application sets and applications. Can be used as a starting point and as a point of reference.
Launching SAP Business Planning and Consolidation Administration
From the Launch Page, click BPC Administration.
BPC Administration Web Page Click on an Action Pane item to log in.
The Connection Wizard

Guides you through the process of connecting to the BPC server. Step 1: Enter Server name Step 2: Select logon option
Use my Windows user ID and password Use a different user ID and password
Step 3: Select default application set Step 4: Review summary information Click Finish, which brings you to
BPC Login
Select Application Set Access Connection Wizard Login by clicking OK
The Action Pane Is context-sensitive. What you select from the hierarchical view on the left side determines which tasks appear in the Action Pane on the right.
The Action Pane If you select the application set on the left, the Action Pane will display application set tasks.
Creating Application Sets To create a new application set, click Add a new application set.

Copies the application set Webfolders to the new application set. Creates a copy of the relational SQL database. Creates a SQL database login role for the new relational database. Creates a copy of the Analysis Services database. Copies the published books, by copying the appropriate FileDB subdirectories. Sets subdirectory security on the Webfolders subdirectories. Sets configuration parameters.
DEMONSTRATION Lab 1
QUIZ PLACEHOLDER
Develop Create Dimensions Create Dimensions Create Applications Create Logic/ Calculations Load and Validate Data Develop Reports and Input Schedules Set up Security Define Work Status Develop Business Process Flows Enable BPC Audit
Creating a New Dimension

You can create new dimensions in a BPC application set.
These then become shared dimensions that are available for use in any application in the set.
Some dimensions are required dimensions and must exist in all the applications within an application set. The dimension type determines the default properties to be included in the dimension. You may add additional properties as needed.
Dimension Types
Required in each application:
A = Account type dimension C = Category type dimension E = Entity type dimension T = Time type dimension
Required in each application set:

R = Currency type dimension Needed to validate currencies entered in the Entity dimension. Does not have to be part of any applications within the set.
Required for Intercompany Eliminations:

I = Intercompany
You can also create additional dimensions as needed:

Un = User Defined dimension type. For each user defined dimension you create, the number (n) will be incremented. For example, U1, U2, U3, etc.
Member Sheets
Are where the members of each dimension (and the member properties) in your application are defined. Are .xls files that have the same name as the dimension.
For example: the Member Sheet for the dimension named Account is Account.xls When you create a new dimension, a Member Sheet is automatically created, with column headings for every property that has been defined using Manage dimension property
Member sheet Members
Creating Dimensions If you select Dimension Library on the left, the Action Pane will display dimension tasks.
Creating Dimensions To create add a new dimension, click Add a new dimension.
Maintaining Dimension Members If you select a dimension on the left, the Action Pane will display tasks specific to that dimension.
Maintaining Dimension Members To view or edit dimension members, click Maintain dimension members.
Maintaining Dimension Members The dimension member sheet is contained in an Excel worksheet that you can modify using Excel functionality.
Dimension Properties
Every dimension has required properties. Properties appear as columns in the dimension member sheets. Assigning properties allows you to filter on specific property values in:
Reporting Member lookups Logic formulas Data manager selections
Maintaining Properties To view or edit dimension properties, click Maintain dimension property.
Maintaining Properties
Property name: name of the property. Length: maximum alpha-numeric size of the property values. InApp: selecting this checkbox will store the property values in the OLAP cube, which will allow you to write MDX queries using that property.
Creating Hierarchies
Hierarchies can be defined for any/all dimensions, but are not required. This property does not appear in the property list in Maintain dimension property. To define a hierarchy: add the PARENT property as a column directly in a dimension member sheet via Maintain dimension members. Parent properties must be named as follows:
PARENTHn where n is the number of the hierarchy. For example: PARENTH1, PARENTH2, etc. You will have a PARENTHn column for each different hierarchy rollup within the dimension. Use the PARENTHn column to define the parent for each member the parent must be a valid member ID.
Multiple Hierarchies You can have more than one hierarchy within the same dimension.
The entity STORE1 reports to the parent CONUS defined in the PARENTH1 column. The entity STORE1 also reports to the parent CONSMALL defined in the PARENTH2 column.
DEMONSTRATION
Lab 2
Updating the Account Dimension
Lab 3
Creating a Product Dimension
Lab 4
Updating the Time Dimension
Lab 5
Updating the Category Dimension
Lab 6
Updating the Inputcurrency Dimension
Lab 7
Updating the Entity dimension and Creating a Hierarchy
Lab 8
Updating the IntCo Dimension
QUIZ PLACEHOLDER
End of Session 1
Thank You!
Have a nice day

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SAP Business Planning and Consolidation

Administrator Training Session 1

SAP AG 2007, SAP Business Planning and Consolidation / 2

BPC for Word BPC for PowerPoint

SAP AG 2007, SAP Business Planning and Consolidation / 3

SAP AG 2007, SAP Business Planning and Consolidation / 4

SAP AG 2007, SAP Business Planning and Consolidation / 5

What is SAP Business Planning and Consolidation ?

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SAP AG 2007, SAP Business Planning and Consolidation / 7

SAP Business Planning and Consolidation High-Level Architecture

SAP AG 2007, SAP Business Planning and Consolidation / 8

Example of an SAP Business Planning and Consolidation Multi-Server Environment

Database Server Application Server

Database Server Web Server

Note: The server components can also be run in a single-server environment.

Database Schema SQL Server

SAP AG 2007, SAP Business Planning and Consolidation / 10

Database Schema Analysis Services

SAP AG 2007, SAP Business Planning and Consolidation / 11

SAP AG 2007, SAP Business Planning and Consolidation / 12

SAP AG 2007, SAP Business Planning and Consolidation / 13

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Terminology: Application Sets

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In MS Analysis Services, an application is equivalent to a cube.

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Application Sets & Applications

MS Analysis Services database

MS Analysis Services cubes

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Terminology: Properties Dimension members are described by Properties.

External Sales (Description) ExtSales Profit & Loss (Group)

SAP AG 2007, SAP Business Planning and Consolidation / 21

Terminology: Data Data is described by dimension members.

Budget 120,000 Store1

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Summit Implementation Methodology

Design & Configure Develop Plan

SAP AG 2007, SAP Business Planning and Consolidation / 23

Develop Application consultant training based on the Development task:

SAP AG 2007, SAP Business Planning and Consolidation / 24

PetDepot Company Overview

Stores located across United States and in Europe.

SAP AG 2007, SAP Business Planning and Consolidation / 25

PetDepot Store Structure

Currently four stores have been opened in Europe.

Stores fit into three store types.

SAP AG 2007, SAP Business Planning and Consolidation / 26

PetDepot Corporate Goals

Establish an Asia-Pacific Division.

To increase Net Income.

SAP AG 2007, SAP Business Planning and Consolidation / 27

PetDepot System Requirements

Budgeting Forecasting Performance Management

SAP AG 2007, SAP Business Planning and Consolidation / 28

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PetDepot Business Dimensions

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DEMONSTRATION Overview of PetDepot application set

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