enterprisedashboardsalesplanpipelineandforecastv21-110702183154-phpapp02.pdf

7/29/2019 enterprisedashboardsalesplanpipelineandforecastv21-110702183154-phpapp02.pdf

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Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ

Demo Objective:

To present sales plan, pipeline and forecast data to executives as an enterpriseview by

ProductServicesRegion

Prepared and PresentedJothi Periasamy ([email protected])

Phone : (916)-296-0228

Not for Distribution. Solution Designed , Architected and DevelopedBY

Jothi Periasamy ([email protected])

oun ryYearMonthmuch more . . .

To analyze sales performance Actual vs. Plan vs. Forecast


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SalesSales

Consolidation and Reporting Process

SAP BPC

SAP BWSAP ECC

SAP BOBJ

Xcelsius Dashboard

RevenueProcess

CostProcess

BudgetProcess

RevenueDrivers/

Scenario

CostDrivers/

Scenario

BudgetScenario

Technology Scope SAP NetWeaver Systems Landscape

EY InternalUse Only

CashFlow

P&L

Balance Sheet

Enterprise Dashboard - Sales Plan, Pipeline and Forecast

In SAP BPC, BW & BOBJ

JDE/etc

Cost

Data Source / Actuals

Revenue

Plan/Budget/Forecast/Consolidated Data Storage

Sales

Forecast

OracleSAP

SAPBusinessObjects

Xcelsius


Phone : (916)-296-0228




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Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ

Sales Actual Product SalesPlan

Service Sales

Plan

Other Sales

Plan


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Sales Forecast


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Sales Plan, Pipeline , andForecast Analysis


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Prepared and PresentedJothi Periasamy ([email protected])Phone : (916)-296-0228




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Enterprise Dashboard




mp emen a on ew


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Steps:1. Log in the BPC Admin Console






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2. Within the Dimension Library, click on P_Entity and choose Maintain dimension Member






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3. Add the dimension members to A_ACCOUNT Dimension Member Sheet.






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4. Click Save to Server.


5. Click Process dimension





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6. Choose P_Entity and click OK.






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7. Click OK.






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8. Go to the Dimension Library and choose P_ACCT and click Maintain Dimension Members.






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9. Add the dimension members to P_ACCT Dimension Member Sheet.



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10. Click Save to Server

11. Click Process Dimension and click OK.



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12. Choose P_ACCT and click OK.



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13. Click OK.



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14. Go to the Dimension Library and choose Product and click Maintain Dimension Members.



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15. Add the dimension members to Product Dimension Member Sheet.



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18. Choose Product and click OK.



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19. Click OK.



Phone : (916)-296-0228Not for Distribution. Solution Designed , Architected and Developed

BYJothi Periasamy ([email protected])


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19. Go to the Dimension Library and choose TIME and click Maintain Dimension Members .



Phone : (916)-296-0228Not for Distribution. Solution Designed , Architected and Developed



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20. Add the dimension members to Time Dimension Member Sheet.


Prepared and Presented

Jothi Periasamy ([email protected])Phone : (916)-296-0228




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Not for Distribution. Solution Designed , Architected and DevelopedBYJothi Periasamy ([email protected])


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23. Choose Product and click OK.






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24. Click OK.






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25. Select the Application and Modify Application






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E i D hb d S l Pl Pi li d F


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26. Click OK.





E t i D hb d S l Pl Pi li d F t


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Upload Data: we will enter data for the Sales account for all Products and all entities underRegion for 2010.TOTAL.

1. Log on to BPC Excel


2. Choose Manage Data.




Enterprise Dashboard Sales Plan Pipeline and Forecast I SAP BPC BW & BOBJ


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3. Upload Data file for SalesActualData.

4. Give the Source and Destination file.


5. Click OK




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6. Run Data Management Package.

7. Select Import Transaction Data and click on Run.





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8. Select Import File and click on Next.





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9. Click on Finish


10. Click on OK




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11. Click on View Status.

Enterprise Dashboard Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ

12. Click on Details.



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Enterprise Dashboard Sales Plan , Pipeline and Forecast ,







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2. Upload Data file for SalesPlanData.

Enterprise Dashboard Sales Plan, Pipeline and Forecast

. .

4. Click OK







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p , p







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p , p







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8. Click on Finish

9. Click on OK







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2. Upload Data file for SalesPlanData.

. .

4. Click OK







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8. Click on Finish

9. Click on OK







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1. Change the Current View.

2. Choose Data Input.

3. Choose Blank Work Book







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The Step By Step Solution Building an Xcelsius Dashboard

Xcelsius Dashboard Creation Adding the BPC Data Grid and Using Live SAP BPC Data

1. Launch Xcelsius

2. Choose File -> Data -> Import







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3. Choose the Sales.xls file







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4. Place a filter component on the canvas.







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5. Double-click the filter component to open the Properties panel.







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6. Click the Source Data cell selector button and select all the data to be included in thevisualization.







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7. Click the Destination cell selector button and select an empty range of cells in a row. The

range must be large enough to display a full row of chart data.





8 Adj t th l i th N b f Filt b



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8. Adjust the value in the Number of Filters box.







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9. Click the Title cell selector button and select the labels that will appear above each Combo

Box.







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10. Place a Bar Chart component on the canvas.





11 Cli k D t b S i li k th l b tt t dd i t th li t b



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11. Click Data by Series click the plus button to add a series to the list box.

12. Click the Values (X) cell selector button and select the range of empty cells that are

selected for the Destination range for the Filter component.


Phone : (916)-296-0228



13 Cli k th C t L b l (Y) ll l t b tt t l t th ll i th d h t th t



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13. Click the Category Labels (Y) cell selector button to select the cells in the spreadsheet that

contain the chart data column headers.


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14. Click the Preview button to view the interaction between the Filter and Bar Chart



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14. Click the Preview button to view the interaction between the Filter and Bar Chart

components.

The Sales data displayed in the Bar Chart will update depending on the selections made inthe Combo Boxes of the Filter Component.


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15 Place a Line Chart component on the canvas



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15. Place a Line Chart component on the canvas.


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16 Click Data by Series click the plus button to add a series to the list box



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16. Click Data by Series click the plus button to add a series to the list box.


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17. Click the Values (X) cell selector button and select the range of empty cells that are



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( ) g p y

selected for the Destination range for the Filter component.


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contain the chart data column headers.


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19. Click the Preview button to view the interaction between the Filter and Line Chartt



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components.

The Sales data displayed in the Line Chart will update depending on the selections made inthe Combo Boxes of the Filter Component.


Phone : (916)-296-0228



20 Place a Combination Chart component on the canvas



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20. Place a Combination Chart component on the canvas.


Phone : (916)-296-0228



21. Double-clickthe Combination Chart to open the Properties panel.



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p p p


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22. In the Chart box, type "Sales Trend Analysis".



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. e C a bo , ype Sa es e d a ys s .


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23. Click Data by Series; click the plus button to add a series to the list box. In the Name box, typeSales"



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Sales .

24. Click the Values (Y) cell selector button and select the Source Data for this series. Select thea a un er e co umn ea er a es .


Phone : (916)-296-0228



25. Click the Category Labels (X) cell selector button and select the data Labels.



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26. Click the plus button to add another series to the list box. In the Name box, type "Trend".


Phone : (916)-296-0228



27. Click the Values (Y) cell selector button and select the Source Data for this series



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27. Click the Values (Y) cell selector button and select the Source Data for this series


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28. Click the Appearance tab, click the Series sub-tab. For the series Sales" click the Typedropdown menu and select Column. For the series "Trend" click the Type dropdown menu and



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p yp pselect Line.

Solutions DevelopedBY

Smitha Sunkavallii | [email protected]

Solutions Design and ArchitectureBY

Jothi Periasamy ([email protected])|[email protected]|

Technology UsedXcelsiusSAP BPC NW 7.5

29. Place a Trend Analyzer component on the canvas.



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y p


Phone : (916)-296-0228



30. Click the Trend Analyzer to open its Properties panel.



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31. Click the Data cell selector button and select the data to be analyzed for trending; for this,select the data under the column header Sales".


Phone : (916)-296-0228



32. In the Trend/Regression Type section, click the Use Best Fit radio button.



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33. Click the Anal zed Data Destination cell selector button and select an em t ran e of cells forthe new data series to be inserted into; for this, select the empty cells under the column headerTrend Data".


Phone : (916)-296-0228



34. Click Preview to view the between the Combination Chart component displayed with atrend line. The Trend Analyzer component analyzes the selected data and determines a the

b t t di l t d li f th d t



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best way to display a trend line for the data.


Phone : (916)-296-0228



35. Place the Pie Chart object under Charts folder to chart area.



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36. Double-click the Pie Chart to open the Properties panel.



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37. Under Data -> Values



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.


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39. Click Preview to view the Pie Chart.

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The Sales data displayed in the Pie Chart will update depending on the selections made inthe Combo Boxes of the Filter Component.


Phone : (916)-296-0228



40 In the Components browser select a Label component



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40. In the Components browser, select a Label component


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41. Select the Label, click Enter Text. Type or paste any block of text into the box.



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42. Click Preview to view



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43. We will be publishing this dashboard as a flash (swf) file in BPC web. Export this as Flash file.

(Click on File -> Export -> Flash (SWF))



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( p ( ))

44. Choose the desired location and file name. Click on save.


Phone : (916)-296-0228



Publish the dashboard in BPC Content Library

1. Go to BPC Web



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2. Click on Content Library from the action pane.

3. Click on Post Document from the action pane.

4. Click Browse.


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5. Choose the Sales.swf that we created from Xcelsius.



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6. Click the green check.


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7. Choose the users and Teams you want to grant access to. In this case, we chose All Users.Click the green check.



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10. Select Application and Click the green check.


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enterprisedashboardsalesplanpipelineandforecastv21-110702183154-phpapp02.pdf

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