Business Planning and Consolidation with SAP: Business User Guide
Calling all SAP BPC users! Learn to handle financials planning, forecasting, and budgeting and more with this book on SAP BusinessObjects Planning and Consolidation. Step-by-step instructions will guide you through completing daily SAP BPC tasks such as data consolidation, business process flows, and report creation. Use preconfigured system reports and design custom reports to your specific business requirements. Use SAP BPC productively to enhance your organization's planning processes.
- Get hands-on insight into your daily SAP BPC tasks
- Perform planning, budgeting, forecasting, and consolidation tasks
- Create custom reports to analyze SAP BPC data and processes
You'll learn about:
- Routine BPC Activities:
Plan, budget, and forecast using SAP BPC data with the EPM add-in or the Web Client. Find out how to generate and monitor consolidated data. Explore business process flow (BPF) functionality for workflow management.
- Reporting with SAP BPC:
Develop and format reports in SAP BPC using both routine and advanced functionality for report creation. Create custom reports or use pre-formatted system reports to better understand your SAP BPC data.
- Advanced SAP BPC Tasks:
Conduct periodic system maintenance for inevitable business changes such as process alternations, security developments, or modeling requirements.
Key Highlights:
- SAP BPC interfaces
- System modeling
- Planning, budgeting, and forecasting
- Consolidated data
- Custom SAP BPC reports
- BPF functionality
- BPF reports
- EPM Add-In
- Security management
- Dimension management
View Full Table of Contents
- Foreword
- Preface
- Target Audience
- Structure of the Book
- How to Read the Book
- 1 Introduction to SAP BusinessObjects Planning and Consolidation
- 1.1 Functionality at a Glance
- 1.1.1 Planning, Budgeting, and Forecasting
- 1.1.2 Consolidation
- 1.1.3 Reporting and Analysis
- 1.2 Features at a Glance
- 1.3 Alternative Versions of SAP BusinessObjects Planning and Consolidation
- 1.3.1 SAP BusinessObjects Planning and Consolidation, Version for the Microsoft Platform
- 1.3.2 SAP BusinessObjects Planning and Consolidation, Version for SAP NetWeaver
- 1.4 Interfaces and Components
- 1.4.1 Web Client
- 1.4.2 EPM Add-in
- 1.4.3 SAP Graphical User Interface
- 1.5 Summary
- 2 System Modeling
- 2.1 Environments
- 2.2 Dimensions, Members, and Properties
- 2.2.1 Dimensions in Standard Environments
- 2.2.2 Dimensions in Embedded Environments
- 2.2.3 Dimension Members
- 2.2.4 Dimension Properties
- 2.2.5 Dimension Hierarchies
- 2.3 Models and InfoProviders
- 2.3.1 Models in Standard Environments
- 2.3.2 Models in Embedded Environments
- 2.3.3 Local Providers (Embedded)
- 2.4 SAP Business Warehouse Objects
- 2.4.1 InfoAreas
- 2.4.2 InfoCubes
- 2.4.3 MultiProviders
- 2.4.4 InfoObjects
- 2.5 Summary
- 3 Planning, Budgeting, and Forecasting
- 3.1 Planning and Budgeting, and Forecasting Approaches
- 3.1.1 Top-Down and Bottom-Up Approaches
- 3.1.2 Driver-Based Planning Approach
- 3.2 Accessing the Existing Reports and Input Forms (EPM Add-in)
- 3.3 Entering Data for Planning, Budgeting, and Forecasting (EPM Add-in)
- 3.3.1 Entering the Planning, Budgeting, or Forecasting Data
- 3.3.2 Adding Comments Using the EPM Add-in
- 3.3.3 Using Historical Data during Data Entry
- 3.4 Accessing the Existing Web Reports and Web Input Forms (Web Client)
- 3.5 Entering Data for Planning, Budgeting, and Forecasting (Web Client)
- 3.5.1 Using the Web Client for Reporting and Planning
- 3.5.2 Formatting Options
- 3.5.3 Entering the Planning, Budgeting, or Forecasting Data
- 3.5.4 Adding Comments Using the Web Client (Standard)
- 3.6 Using Planning, Budgeting, and Forecasting Functions (Standard)
- 3.6.1 Spread Function
- 3.6.2 Trend Function
- 3.6.3 Weight Function
- 3.7 Summary
- 4 Consolidation
- 4.1 Generating and Monitoring Consolidated Data
- 4.1.1 Currency Translation in Consolidation
- 4.1.2 Executing the Predefined Consolidation Rules
- 4.1.3 Changing Work Status after Currency Translation or Consolidation
- 4.1.4 Resetting the Status of Currency Translation or Consolidation
- 4.2 Managing and Executing Ownership Data for Consolidation
- 4.3 Validating Consolidated Data (Standard)
- 4.3.1 Executing Control Sets to Validate Data
- 4.3.2 Analyzing and Monitoring the Controls Validating Data
- 4.4 Managing Adjustments with Journals
- 4.4.1 Creating Adjustment Entries with Journals
- 4.4.2 Creating Journal Templates
- 4.5 Summary
- 5 Business Process Flows and Activities
- 5.1 Defining a Business Process Flow
- 5.1.1 Creating Process Templates
- 5.1.2 Creating Process Instances and Role Assignments for the Activities
- 5.2 Executing the Activities in a Predefined Business Process Flow Scenario
- 5.3 Process Monitor
- 5.4 Summary
- 6 Custom Reports
- 6.1 Creating a Custom Report in the EPM Add-in
- 6.1.1 Creating a Custom Report Using the EPM Pane
- 6.1.2 Creating a Custom Report Using the EPM Report Editor
- 6.1.3 Saving a Generated Report
- 6.2 Analyzing Data in the EPM Add-in
- 6.2.1 Expanding the Member for Drilling Down
- 6.2.2 Collapsing the Member for Drilling Up
- 6.2.3 Symmetrical Expand/Collapse Feature
- 6.2.4 Keeping the Members in a Data Set
- 6.2.5 Excluding the Members in a Data Set
- 6.2.6 Symmetrical Keep/Exclude Feature
- 6.3 Advanced Reporting Features (EPM Add-in)
- 6.3.1 Sorting Data
- 6.3.2 Filtering Data
- 6.3.3 Ranking Data
- 6.3.4 Formatting Reports
- 6.3.5 Using Excel Formulas with Local Members
- 6.3.6 Member Recognition
- 6.3.7 Linking Reports
- 6.4 Developing an Input Form for Data Entry (EPM Add-in)
- 6.5 Creating Custom Reports (EPM Add-ins for PowerPoint and Word)
- 6.5.1 Inserting Data
- 6.5.2 Inserting Members
- 6.5.3 Inserting Comments
- 6.6 Creating Web-Based Ad Hoc Reports (Web Client)
- 6.6.1 Defining the Data Grid
- 6.6.2 Configuring the Context
- 6.6.3 Saving a Generated Report
- 6.6.4 Editing the Existing Reports
- 6.7 Analyzing Data (Web Client)
- 6.7.1 Expand the Member for Drilling Down
- 6.7.2 Collapse the Member for Drilling Up
- 6.8 Developing a Web Input Form for Data Entry (Web Client)
- 6.9 Dashboard Reporting (Standard)
- 6.10 Reporting from Other SAP Business Intelligence Solutions for Plan-Actual Variance Analysis or Other Requirements
- 6.11 Summary
- 7 System Reports
- 7.1 Accessing the System Reports
- 7.2 Business Process Flow-Related Reports
- 7.2.1 Operation Report (Standard)
- 7.2.2 Instance Report
- 7.2.3 Activity Report
- 7.3 Security-Related Reports (Standard)
- 7.3.1 Users Report
- 7.3.2 Teams Report
- 7.3.3 Task Profiles Report
- 7.3.4 Data Access Profiles Report
- 7.4 Audit-Related Reports
- 7.4.1 Data Changes Report
- 7.4.2 Administration Activity Report (Standard)
- 7.5 Other System Reports
- 7.5.1 Comments Report (Standard)
- 7.5.2 Work Status Report
- 7.5.3 Performance Statistics Report (Standard)
- 7.6 Summary
- 8 Advanced SAP BusinessObjects Planning and Consolidation Tasks
- 8.1 Accessing the Administration Menu
- 8.2 Environment Management
- 8.2.1 Creating an Environment with Reference (Standard)
- 8.2.2 Creating an Environment without Reference (Embedded)
- 8.2.3 Changing the Descriptions of Environments
- 8.2.4 Changing the Environment Status (Standard)
- 8.2.5 Viewing the User Activity (Standard)
- 8.2.6 Setting the Template Version (Standard)
- 8.2.7 Deleting an Environment
- 8.3 Dimension Management
- 8.3.1 Creating New Dimensions (Standard)
- 8.3.2 Creating New Dimensions (Embedded)
- 8.3.3 Processing Dimensions
- 8.3.4 Copying Dimensions
- 8.3.5 Deleting Dimensions
- 8.4 Model Management
- 8.4.1 Creating a Model (Standard)
- 8.4.2 Creating a Model (Embedded)
- 8.4.3 Assigning New Dimensions to Existing Models
- 8.4.4 Copying Models (Standard)
- 8.4.5 Optimizing Models (Standard)
- 8.4.6 Deleting Models
- 8.5 Security Management
- 8.5.1 Managing Users (Standard)
- 8.5.2 Managing Users (Embedded)
- 8.5.3 Managing Teams
- 8.5.4 Task Profiles (Standard)
- 8.5.5 Data Access Profiles
- 8.5.6 Managing Authorizations (Embedded)
- 8.6 Summary
- Appendices
- A Glossary
- B The Author
- Index
