bi161

Rich Heilman, Jens Koerner, Zane Connally, Daniel Settanni, Miguel Gonzalez, Sorin Radulescu

September, 2011

BI161Introduction to SAP BusinessObjects Planning & Consolidation 10.0

© 2011 SAP AG. All rights reserved. 2

Agenda

Exercise 1 – Logging On

Exercise 2 – Dimension Members and Security

Exercise 3 – Drill Through

Exercise 4 – Data Manager

Exercise 5 – Business Process Flows

Exercise 6 – Reporting and Inputting Data

Exercise 7 – Books

Exercise 8 – Dashboard Design

Exercise 9 – Run US Eliminations

Exercise 10 – Explore Consolidation Central & Ownership Manager

Exercise 11 – Explore Journals Functionality

Exercise 12 – Use Controls to validate data

Exercise 13 – Create Journal

Exercise 14 – Rerun control to validate data

Exercise 15 – Consolidation Monitor


Exercise 1 – Logging On

Log on and explore the new EPM 10 client

Server 1: http://wdflbmt0763.wdf.sap.corp:51080/sap/bpc/web/

Server 2: http://wdflbmt0764.wdf.sap.corp:51080/sap/bpc/web/

User: BPCP_XX – where XX is your assigned number

Password: Welcome!

http://wdflbmt0763.wdf.sap.corp:51080/sap/bpc/web/

http://wdflbmt0764.wdf.sap.corp:51080/sap/bpc/web/


Exercise 2 – Dimension Members and Security

We are adding a new product line to our game manufacturer's portfolio EDU – Educational

Games and creating a web-planner profile and user


Exercise 3 – Drill-Through

We drill-through from a BPC report in the Excel to a BEx report in BW – passing the context

from BPC to BEx. The we continue our analysis in BEx


Exercise 4 – Data Manager

Loading actuals data from SAP BW 7.3 to BPC 10.0 NW and then copying it forward to “seed”

the forecast.

ZBW_CUBE


Exercise 5 – Business Process Flows

We create an BPF template for budgeting, create an instance of it and then run thru a budget

cycle: creating and reviewing the budget.


Exercise 6 – Reporting and Inputting Data

We step through reporting and data entry via BPC’s web and Excel front-end.


Exercise 7 – Books

We create a publishing template and use it to publish reporting PDF books based on BPC

reports.


Exercise 8 – Dashboard Design

We are creating a Dashboard fed with live

BPC data and embed it into the BPC

report library.


Exercise 9 – Run US Eliminations

We kick-off the US Elimination Data Manager package and reconcile the postings


Exercise 10 – Explore Consolidation Central & Ownership Manager

Consolidation Central consist of four components: the Consolidation Monitor, Control Monitor,

Journals, and Ownership Manager.


Exercise 11 – Explore Journals Functionality

We run journal queries and save and post regular, multiple header and multiple values journals


Exercise 12 – Use Controls to validate data

We define, group, assign and run controls to validate data


Exercise 13 – Create Journal

We create and post a journal to fix the balance sheet inconsistency discovered in the previous

exercise our controls failed.


Exercise 14 – Rerun control to validate data

We check that our controls now pass after we posted the journal in the previous step. The

warning remains as we have not fixed out cash position.


Exercise 15 – Consolidation Monitor

Use the Consolidation Monitor run Controls, Currency Translation, Consolidation and set Work

Status.


Further Information

SAP Public Web:

EPM on sap.com: www.sap.com/epm

Business Process Expert (BPX) Community: http://www.sdn.sap.com/irj/bpx/epm

Related SAP Education and Certification Opportunities

BPC 10.0 NW MEGA Elite http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/25513

OPM Elite http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/25337

BPC bootcamp: http://www.BPCbootcamp.com

Related Workshops/Lectures at SAP TechEd 2011

BI266, Consolidation with SAP BusinessObjects Planning and Consolidation 10.0

2hr Hands-on Wed., 10:30 a.m. - 12:30 p.m and Fri., 10:30 a.m. - 12:30 p.m.

http://www.sap.com/epm

http://www.sdn.sap.com/irj/bpx/epm

http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/25513


http://www.bpcbootcamp.com/


BPC 10.0 NW MEGA Elite Enablement

Nov 14-18, 2011 in Newtown Square, PA

GET HANDS-ON WITH BPC 10.0 NW

Over 100 customers and Partners together – we will cover

New features for planning and consolidation in BPC 10.0 and Roadmap

BPC, BW, and ERP Architecture and data loads

Consolidations Deep Dive including rule configuration, Intercompany Matching and Disclosure Management

Sizing and Performance Tuning, Debugging, Transports, BAdIs, Migration

New EPM 10 Client, Web Client, Data Manager and Single Sign-On (SSO)

BusinessObjects BI integration with BPC - including Xcelsius Dashboards

Project Scoping, Estimating, Blueprints, Delivery, Case Study

SAP HANA and the application of in-memory technologies in planning solutions

http://twitter.com/#!/search/bpcelite

REGISTER

http://www.sdn.sap.com/irj/scn/weblogs?blog

=/pub/wlg/25513

http://www.kcimanagement.com/clients/sap/1

1440/reg/reg-en.html

http://www.sdn.sap.com/irj/scn

http://twitter.com/

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http://www.kcimanagement.com/clients/sap/11440/reg/reg-en.html








SAP Operational Performance Management Elite Enablement

Sep 26-30 in Palo Alto, CA

BE THE FIRST TO HAVE LIVE SPM 3.0, SCPM 2.0 and DEC 1.0 EXPERIENCE

This Elite hands-on enablement workshop will cover a large variety of topics including:

New Features for What-If-Analyses and Advanced Analytics in SAP BusinessObjects Spend Performance

Management 3.0 (SPM)

First time ever experience and deep dive into SAP BusinessObjects Data Enrichment and Classification OnDemand

(DEC)

Understand SPM and DEC integration options

New Features for What-If-Analyses and Risk Management Integration in SAP BusinessObjects Supply Chain

Performance Management 2.0

Deep dive technical sessions and performance tuning for all three solutions (UI and Backend)

Performance Tuning (BW 7.3, OPM solutions, Java and ABAP extensions)

OPM and SAP HANA session

REGISTERhttps://spreadsheets.google.com/spreadsheet/viewform?formk

ey=dEdrZVdLQXpXamVYNHFjTjVPUnZhU1E6MQ

http://www.sdn.sap.com/irj/scn/weblogs?blog

=/pub/wlg/25337

http://twitter.com/#!/search?q=%23OP

MElite

http://www.sdn.sap.com/irj/scn


https://spreadsheets.google.com/spreadsheet/viewform?formkey=dEdrZVdLQXpXamVYNHFjTjVPUnZhU1E6MQ

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FeedbackPlease complete your session evaluation.

Be courteous — deposit your trash,

and do not take the handouts for the following session.

Thank You!Contact information:

Jens Koerner

Senior Director EPM Customer Solution Adoption

[email protected]

www.twitter.com/jenskoerner

Special thanks to David Dixon from TruQua Enterprises for his input

mailto:[email protected]

http://www.twitter.com/jenskoerner


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