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SAP BPC 10 NW MEGA ELITE Enablement Functional Track 2 overview EPM Add-in Deep dive | Data Manager front-end

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Page 1: Presentation-BPC10 EPM Addin

SAP BPC 10 NW MEGA ELITE Enablement

Functional Track 2 overview

EPM Add-in Deep dive | Data Manager front-end

Page 2: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 2

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

Page 3: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 3

BPC Mega Elite Agenda – Consolidations Overview

Time Topic Done by Type

10 minutes Introduction and Housekeeping Everyone Sign-in

1.5 hours – 2

hours

BPC 10 EPM Add-In Overview Presenter Presentation

2 hours 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

Class Attendees

With Presenter and

Proctors to Assist

Hands-on

Exercises

10 minutes Review Contact information and

Links

Presenter Presentation

Remaining Time -

Instances shut

down 5 hours after

beginning of class.

Optional Section 6 – Ex 1 to 5

and/or

Work on your own to finish

exercises or use system for

other questions and discovery

Class Attendees

Without Assistance (on

your own)

Hands-on

Note: For info on what’s new in BPC

10 see pdf’s at end of this PPT

file.

Page 4: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 4

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)

Page 5: Presentation-BPC10 EPM Addin

Functional Track 2 – EPM

Add-in deep dive

Creating EPM connections

Page 6: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 6

Creating EPM Connections

EPM applications can be reached via several connection types:

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).

SAP BO EPM add-in 10.0

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

SSAS, BW cubes

ODBO ODBO

ODBO WS WS

SSAS – SQL Server Analysis Services BW – SAP Business Warehouse ODBO – OLD DB for OLAP XMLA – XML for Analysis WS – Web Services

ODBO

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

Page 7: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 7

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 doesn’t 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.

Page 8: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 8

Creating EPM Connections

Manual Connections

Manually created connections are

always stored in the EPM –

Connection Manager window

Page 9: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 9

Creating EPM Connections

Automatic Connections

Automatically created connections, accessed

from the BPC web portal, are not stored in the

EPM – Connection Manager window.

Page 10: Presentation-BPC10 EPM Addin

Functional Track 2 – EPM

Add-in deep dive

Building reports and input forms (report options)

Page 11: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 11

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).

1

2

Or

Page 12: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 12

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).

2 1

By selecting Use as

Input Form option (3),

the Save Data button

will become available

(4), when coming back

to your report.

3

Page 13: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 13

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.

5

1

Select PL600 account

member (2), and

Member and

Descendants in the

Selection

Relationship drop-

down (3), and move it

to the Selected

Members window, by

clicking the right

arrow button (4), and

click OK (5).

3

2

4

Page 14: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 14

Building reports and input forms

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

dimension.

Page 15: Presentation-BPC10 EPM Addin

Functional Track 2 – EPM

Add-in Deep dive

Use the new formatting concept of EPM Formatting Sheets

Page 16: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 16

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

2

Page 17: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 17

Formatting

Apply some formatting to the desired sections.

Be aware of the priority (read from the top to the bottom).

Page 18: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 18

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).

1

2

3

Back to your report, the

formatting is applied

(3) according to the

EPMFormattingSheet

definition.

Page 19: Presentation-BPC10 EPM Addin

Functional Track 2 – EPM

Add-in deep dive

Build multi-source reports in a single spreadsheet

Page 20: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 20

Multi-source reports

Using the EPM Add-in, you can display two reports belonging to different data

sources on the same worksheet.

1

2

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:

Page 21: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 21

Multi-source reports

When displaying several reports on the same spreadsheet, you can turn on the

Axis Sharing Feature.

1 2

Report 1 is linked to a

Planning and

Consolidation

connection, and shares

its row axis with Report

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.

Page 22: Presentation-BPC10 EPM Addin

Functional Track 2 – EPM

Add-in deep dive

Advanced cell-based formula allowing more complex features

Page 23: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 23

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.

Page 24: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 24

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.

Page 25: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 25

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.

Page 26: Presentation-BPC10 EPM Addin

Functional Track 2 – EPM

Add-in deep dive

EVDRE migration tool

API

Page 27: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 27

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).

1 2

Page 28: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 28

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.

Page 29: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 29

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().

Page 30: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 30

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.

Page 31: Presentation-BPC10 EPM Addin

Functional Track 2 – EPM

Add-in deep dive

UJSTAT Transaction - Type of queries (RSDRI, MDX)

Enabling UJSTAT

Page 32: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 32

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 sub-

modules 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 BAPI’s 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

Page 33: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 33

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.

Page 34: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 34

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.

Page 35: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 35

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.

Page 36: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 36

UJSTAT

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

you wish to display.

Page 37: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 37

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.

Page 38: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 38

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

Page 39: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 39

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.

Page 40: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 40

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)

Page 41: Presentation-BPC10 EPM Addin

EPM Add-in client vs. Web

client

Page 42: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 42

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

Page 43: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 43

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

Page 44: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 44

EPM Add-in client vs. Web client

Web client Excel client

Formulas The dimension member formulas

work with web client.

Report specific formulas can’t be

created on the web 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.

Full array of report formatting features are

available.

In addition, Excel formatting features can

also be leveraged.

Data Manager Data Manager packages cannot be

executed from the web client.

Data manager packages can be executed

from the Excel client.

Drill-Through

Drill-Through cannot be executed

from the web client.

Drill-Through canbe executed from the web

client.

Page 45: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 45

EPM Add-in client vs. Web client

Web client Excel 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 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.

Page 46: Presentation-BPC10 EPM Addin

Data Manager

User Interface (UI)

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© 2011 SAP AG. All rights reserved. 47

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:

If you connect to a BPC environment using the ODBO provider (for MS or NW), the Data

Manager ribbon will be greyed out:

a r

Page 48: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 48

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.

Page 49: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 49

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.

Page 50: Presentation-BPC10 EPM Addin

Data Manager

New process chains (Copy Comments/Load Transactional Data from BW

InfoProvider UI)

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© 2011 SAP AG. All rights reserved. 51

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 won’t 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.

Page 52: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 52

Data Manager Load Transactional Data from InfoProvider (UI)

1

2

3 4

1. Click the folder icon to

display the InfoProvider

Selection window.

2. Select the source

InfoProvider in the list.

3. Click the Set Selection

button.

4. In the Set Selection

window, select the

desired dimensions

/fields and attributes

you want to get the

data.

Page 53: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 53

Data Manager Load Transactional Data from InfoProvider (UI)

Then choose a Transformation file and a Data-transfer mode

Finally select the import data method

Page 54: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 54

Data Manager Load Transactional Data from InfoProvider (UI)

Merge Replace & Clear

Aggregate

overwrite

Source data is first aggregated by all

dimensions

Target data is then overwritten by the

aggregated source data by all

dimensions.

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.

Append

Source data is appended into the

target BPC cube. Key figure will be

aggregated by all dimensions.

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.

Page 55: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 55

Data Manager Copy Comments

1. Click the Add button to select

the Source Category member

you would like to copy.

2. Select Actual and move it to

the Selected Member section

using the right arrow button.

3. Click the Add button to select

the Target Category member

and choose Budget.

4. All comments across every

other dimensions will then be

copied from Actual category to

Budget category.

1

2

3

Page 56: Presentation-BPC10 EPM Addin

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

Page 57: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 57

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.

Page 58: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 58

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).

What’s included:

Transport containing the custom process type and custom process chain

Step by step instructions in creating:

Script logic file

Data Manager Package

Page 59: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 59

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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© 2011 SAP AG. All rights reserved. 60

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.

Page 61: Presentation-BPC10 EPM Addin

© 2011 SAP AG. All rights reserved. 61

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 EPMModelCubeDesc

evAPP EPMModelCubeID

evASD EPMEnvDatabaseDesc

evAST EPMEnvDatabaseID

evBET EPMComparison

evBNV EPMBook

evCGP EPMCommentPartialContext

evCGT EPMCommentFullContext

evCOM EPMSaveComment

evCVW EPMContextMember

evDES EPMMemberDesc

evDIM EPMDimensionType

evDNV EPMDocumentList

evGET EPMRetrieveData

evGTS EPMScaleData

evHNV EPMURL

evLCK EPMWorkStatus

evMBR EPMSelectMember

evMNU EPMExecuteAPI

evPRO EPMMemberProperty

evPRP EPMDimensionProperty

evRNG EPMCellRanges

evRTI EPMRefreshTime

evSND EPMSaveData

evSVR EPMServer

evTIM EPMMemberOffset

evUSR EPMUser

OsCLD 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

(formula’s).

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

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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+How-

to+Guides

EPM Add-in user guide and installation guide

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

What’s new in EPM Add-in compared to BPC 7.5

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Thank You!