corporate data collection simplified with sap analytics

© INFOMOTION GmbH 15. Mai 2018

INFOMOTION GmbH

Corporate Data Collection simplified with

SAP Analytics Cloud and INFOMOTION

April 2018

2© INFOMOTION GmbH 15. Mai 2018

Agenda

1. INFOMOTION Data Collection Tool – Use Case Description

2. Content overview

3. How to adjust the content to your organizational needs

4. About INFOMOTION


INFOMOTION Data Collection Tool - Use Case Description

INFOMOTION – Corporate Data Collection Business Content


Integrated (corporate) entities

Corporate Reporting

Usual approach for monthly close data delivery


Corporate

Data Warehouse

Monthly result delivery

e.g. via CSV

Non-integrated entities

Feedback

› Pure ‚data delivery“ to corporate units

› No benefit for non-integrated entities

› Additional tool required for feedback

› Frequently delayed and problematic process


Integrated (corporate) entities

Corporate Reporting

Apply the „Corporate Data Collection“ Content in SAP Analytics Cloud


Corporate

Data Warehouse

Non-integrated entities

› Review results and delivery

data in one step and in one

platform

› Additional benefits for

delivering units

› Easy integration and

provision for new entities


Collect and analyze your corporate financial data in three simple steps


Collect your monthly

P&L, BS and CF data

from all your entities

Perform plausibility and

quality checks

Analyze the month-end

results of each entity

SAP ANALYTICS CLOUD FUNCTIONPROCESS STEPS

› Configurable input templates to collect

month-end results based on SAC input

event calendar

› Data-quality monitor to run immediate

data-validation and plausibility checks

› Corporate financial dashboard for input

review and rapid analysis of results

All you need to get started is your own chart of accounts and organizational hierarchy !!


Content Overview



Technical overview


› Story contains 5 pages

› Management Summary

› Input Templates for Income Statement, Balance Sheet,

Cash-flow Statement

› Data quality monitor

› Planning enabled SAC model, contains 4 dimensions

› Version

› Time

› IFM_DC_Accounts (add your own accounts here)

› IFM_DC_Organization (add your own entities here)

› INFOMOTION Corporate Data Collection Currency table


Summary overview


› Provides a

comprehensive

overview about all

financial statements

› Review your current

monthly performance

and compare it

against previous

periods

› Run ad-hoc analysis

on the results using the

variety of possibilites

provided by the SAP

Analytics Cloud


Summary features


› Overview of the key

unit KPIs in each

month and time of the

year.

› You have the option

to filter by

organization

› Choose the RSS-Feed

you like to see, to

keep always updated

on news.


Detailed commenting features


› Use the function to comment

your data, diagram, table

etc. by using the marked

button.

› You even have the possibility

to like comments.


Build-in Predictive Analytics


› Use the marked button to

add a forecast to your

diagram.


Entry Form: Income Statement


› Input of the actual

values on a monthly

level for a whole period

› The underlying account

schema can easily be

modified to fit your

applied accounts

› Different currencies are

supported based on the

underlying assigned

currency by each

organization


Entry Form: Income Statement



values on a monthly

level according to the

account schema.

› You have the option to

modify your data by

entering the values

directly or by a

percentage. The

relevant values geht

automatically and

immediately updated.


Entry Form: Balance Sheet



values on a monthly

level according to the

account schema.


Entry Form: Balance Sheet


› Input of the actual values at

a monthly level according to

the account schema.


modify your data by

entering the absolute

value or by “copy & paste”

previous data and

modifying it directly in the

input mask, e.g.

› abs. change (+1M

EUR)

› Perc. Change (+5%)


Entry Form: Cash-flow statement




the account schema.


Entry Form: Cash-flow statement




the account schema.


modify your data by

entering the absolute

value or by “copy & paste”

previous data and

modifying it directly in the

input mask, e.g.

› abs. change (+1M

EUR)

› perc. Change (+5%)


Entry Form: Data Quality Monitor


› Check the entered values for

consistency

› Review logical fit of income

statement, balance sheet

and cash-flow statement


› Check the entered values for

consistency, esp. IS vs. BS vs.

CF in each month.

› Click in the bar of a chart to

get further information and to

use for example the Smart

Insights via the symbol

Entry Form: Data Quality Monitor



Entry Form: Appendix


› Overview about the

applied formulas in the

story and the website of

INFOMOTION GmbH.


Entry Form: Analytics Cloud Calendar


Add a Category to

your event.

Add a Title to your

event.

Add a People to

your event.

Add a Story to your

event.

Add a Reminder to

your event.

› The Analytics Cloud Calendar

can be used to set new

events and new tasks,

reminders and to share it with

your collegues.


Entry Form: Analytics Cloud Calendar


The Assignees can accept or decline the task, and the status is always visible.


How to adjust the content to your organizational needs



Adjust the underlying data model to your organization needs


MODIFY YOUR ORGANIZATIONS

AND ROLES FOR DATA SUBMISSION

› First search for „IFM-DC_DATAMODEL“

3ADJUST UNDERLYING

ACCOUNT SCHEMA

2ADJUST TIME & SCOPE1

› Steps for Adjustment:


Dimension: Time


› Dimension - Time › Choose the Time Settings in

the Time Dimension as

desired.

› Select the Start Date on a

monthly level (possible

entries: 1900 – 2050)

› Select the End Date on a

monthly level (possible

entries: 1900 – 2050)

› Choose the corresponding

Time Hierarchy (YQM, YHQM,

YHM, YM)


Dimension: Version


› Dimension - Version

› Version dimension is

not adjustable in the

data model


Dimension: Accounts


› The account schema

can be completely

modified to fit your

applied account

structure

› Add new line for

additional account

› Add account into

„Hierarchy“

› Add KPIs and define

calculation formula


Dimension: Organization


› Add/ remove your own entities & define their applied currency

› You can also define a responsible user to plan this entity, in case you want to use the „input task“ feature

of SAP Analytics Cloud


Model: Currencies


› In the currencies

model you have the

possibility to add

relevant currencies.

› Add a currency: Click

in a empty row, or use

the button on the

right side and insert

the desired entries.


About INFOMOTION



The reason for our success? We love data!

INFOMOTION

330 EMPLOYEESBUSINESS INTELLIGENCE, BIG DATA & DIGITAL SOLUTIONS

14 YEARS OF GROWTH9 LOCATIONS

INFOMOTION LAB350+ SATISFIED CUSTOMERS STRONG PARTNERSHIPSFULL SERVICE PROVIDER


You have the challenge. We have the solution.

INFOMOTION

Independent, practically experienced and always up to date:

› Standard trainings

› Customer and project

specific trainings

› Training of analysts and

data scientists

› BI Bootcamps

STRATEGY

› Digital Transformation

› Digital Innovation Lab

› Analytical overall strategy

› Status quo determination /

audit / review

› Organisational structure

(BICC, BDCC und ACE)

› Agile BI

› Managed Self-Service

› Software portfolio

› Control systems & models

CONSULTING & IMPLEMENTATION

APPLICATION MANAGEMENT

SERVICESTRAINING

› Pre-studies

› Solution development

› Migration

› Technology consulting

› Coaching

› Project & Change

Management

› Quality & Test

Management

› Service management

organization

› Operational security

› Further development

› Continuous improvement

› Monitoring & operations

control

› Transition to Service

› Infrastructure consulting


For further information or questions visit us on…

https://www.infomotion.de/Unternehmen




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corporate data collection simplified with sap analytics

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