Name: Implementing SAP Business Planning and Consolidation
Brand: SAP
SKU: BOOK-SAPPRESS-EBOOK-2018-9781493216833

Implementing SAP Business Planning and Consolidation

Language

🇺🇸 English

Publisher SAP PRESS

Year / Edition 2018 / 3

Pages 965

Authors Charles Soper, Peter Jones

Implementing SAP Business Planning and Consolidation

Is your SAP BPC implementation looming large? This book is your comprehensive guide to setting up standard and embedded SAP BPC. For each system, get step-by-step instructions for loading data into and reporting with SAP BPC. Learn about planning, budgeting, and forecasting, and dive into consolidation, from setting up journal entries to using the Consolidation Monitor. Preview Real-Time Consolidation and see how to migrate to SAP BPC 10.1 to stay on the cutting edge of SAP BPC!

Implement standard and embedded SAP BPC
Facilitate fast and accurate reporting with expert tips
Set up consolidation: ownership, intercompany eliminations, journal entries, and more

You'll learn about:

Forecasting, Planning, and Budgeting:
Set up business planning for both standard and embedded SAP BPC implementations. From budgeting and forecasting to executing planning functions from Excel, get the step-by-step instructions you need for your project.
Data Loading:
Load your data from SAP Business Warehouse or from a flat file using the Data Manager in standard implementations. Then see how embedded implementations can use operational data provisioning (ODP) and smart data integration (SDI) processes.
Consolidation:
Embedded consolidation is here! Configure consolidation for your SAP BPC system step by step, from ownership and elimination methods to balance carryforward and reclassification.

Key Highlights:

Standard and embedded SAP BPC
Reporting
Data loading
Forecasting, planning, and budgeting
Consolidation
SAP HANA
Data Manager
Migration
Security
Real-Time Consolidation

View Full Table of Contents

Acknowledgments
Introduction
- Target Audience
- Chapter Breakdown
  - Chapter 1: Planning and Consolidation at a Glance
  - Part I: Standard SAP BPC
  - Part II: Embedded SAP BPC
- Summary
1 Planning and Consolidation at a Glance
- 1.1 Planning Basics
- 1.2 Consolidation Basics
- 1.3 Selecting Your SAP BPC Product
  - 1.3.1 Standard SAP BPC
  - 1.3.2 Embedded SAP BPC
  - 1.3.3 SAP BW/4HANA and Real-Time Consolidation
- 1.4 Summary
PART I Standard SAP BPC
2 The Fundamentals of Standard SAP BPC
- 2.1 System Architecture
  - 2.1.1 Microsoft Version
  - 2.1.2 SAP NetWeaver Version
- 2.2 Accessing the System
- 2.3 SAP BPC System
  - 2.3.1 Library Objects
  - 2.3.2 Component Toolbar
  - 2.3.3 Support Toolbar
  - 2.3.4 Enterprise Performance Management Add-In
- 2.4 SAP BPC Starter Kit Information
  - 2.4.1 IFRS Starter Kit
  - 2.4.2 Other Starter Kits
- 2.5 Summary
3 Standard SAP BPC Architecture
- 3.1 Terminology and Objects in SAP BPC
- 3.2 Basic Data Modeling for SAP BPC
  - 3.2.1 Key Data Modeling Questions
  - 3.2.2 EnvironmentShell
  - 3.2.3 Configuration/Copy of the EnvironmentShell
- 3.3 Dimensions and Properties
  - 3.3.1 Definition of Dimensions
  - 3.3.2 Dimension Types
- 3.4 Creating a Dimension
  - 3.4.1 Time Dimension
  - 3.4.2 Category Dimension
  - 3.4.3 Account Dimension
  - 3.4.4 Entity Dimension
  - 3.4.5 Intercompany Dimension
  - 3.4.6 Subtable/Flow Dimension
  - 3.4.7 DataSource/AuditTrail Dimension
  - 3.4.8 Scope Dimension
  - 3.4.9 Rptcurrency Dimension
  - 3.4.10 Additional Dimensions and Properties
- 3.5 Developing Components of the Dimensions
  - 3.5.1 Dimension Security
  - 3.5.2 Hierarchies in Dimensions
  - 3.5.3 Custom Measure Formulas
  - 3.5.4 Dimension Member Formulas
  - 3.5.5 Owner Properties
  - 3.5.6 Reviewer Properties
- 3.6 Models
  - 3.6.1 Model Types
  - 3.6.2 Developing Models
- 3.7 SAP BW Objects
  - 3.7.1 SAP BW Objects Support for SAP BPC for SAP NetWeaver
  - 3.7.2 SAP BW/SAP BPC InfoObjects
  - 3.7.3 SAP BW/SAP BPC InfoCubes
- 3.8 Summary
4 Reporting in Standard SAP BPC
- 4.1 Reporting Basics
  - 4.1.1 Report Considerations
  - 4.1.2 Creating a Web-Based Report
  - 4.1.3 Standard EPM Reports and Templates
- 4.2 Introducing the EPM Add-In
  - 4.2.1 Navigating in the EPM Add-In
  - 4.2.2 Using the Context and Current Report Panes
  - 4.2.3 Building a Basic Report
- 4.3 Using the EPM Ribbon Tab
  - 4.3.1 Reports
  - 4.3.2 Data Analysis
  - 4.3.3 Undo
  - 4.3.4 Data Input
  - 4.3.5 Collaboration
  - 4.3.6 Tools
- 4.4 Using the EPM Add-In
  - 4.4.1 Report Editor and Report Selection
  - 4.4.2 Local Members
  - 4.4.3 Formatting of Reports
  - 4.4.4 Multiple Reports in a Workbook
- 4.5 Excel Add-In Advanced Features
  - 4.5.1 Asymmetric Reports
  - 4.5.2 EPM and FPMXL Functions
- 4.6 PowerPoint and Word Documents in the EPM Add-In
- 4.7 Summary
5 Data Loading in Standard SAP BPC
- 5.1 Basic Data Loading with SAP BPC
  - 5.1.1 Data Manager
  - 5.1.2 SAP BW
  - 5.1.3 Flat Files
- 5.2 Loading Data in SAP BW
  - 5.2.1 Master Data, Text, and Hierarchies
  - 5.2.2 Transactional Data
- 5.3 Loading Data from SAP BW to SAP BPC
  - 5.3.1 Master Data and Text
  - 5.3.2 Hierarchies
  - 5.3.3 Transactional Data
- 5.4 Loading Data from a Flat File to SAP BPC
  - 5.4.1 Master Data and Hierarchy
  - 5.4.2 Text
  - 5.4.3 Transactional Data
- 5.5 Using the Data Manager
  - 5.5.1 Data Manager Configuration
  - 5.5.2 Process Chains
- 5.6 Uploading Currency Exchange Rates for SAP BPC
  - 5.6.1 Data Flow of Currency Exchange Rates to the Rate Model
  - 5.6.2 Configuring SAP BW and SAP BPC for Exchange Rate Uploads
- 5.7 Advanced Data Loading for SAP BW for SAP BPC
  - 5.7.1 Analysis of the DELTA INIT Process
  - 5.7.2 Setup of the SAP BW Process Chain to Execute the SAP BPC Data Manager Package
- 5.8 Summary
6 Forecasting, Planning, and Budgeting in Standard SAP BPC
- 6.1 Basic Forecasting, Planning, and Budgeting
  - 6.1.1 Driver-Based Approach
  - 6.1.2 Top-Down and Bottom-Up Approaches
- 6.2 Script Logic in SAP BPC
  - 6.2.1 Worksheet Logic
  - 6.2.2 Dimension Member Logic
  - 6.2.3 Standard Script Logic Prompts for SAP BPC
  - 6.2.4 Using Script Logic in the Planning Process
  - 6.2.5 Allocation Script Logic
  - 6.2.6 Script Logic in the Automation of Data Loading
  - 6.2.7 BAdIs and the ABAP Program
- 6.3 Generic Planning Process
  - 6.3.1 Initial Planned Data
  - 6.3.2 Copy Process
  - 6.3.3 Executing Calculations
  - 6.3.4 Top-Down Planning
  - 6.3.5 Bottom-Up Planning
  - 6.3.6 Data-Transfer Process
- 6.4 Summary
7 Consolidation in Standard SAP BPC
- 7.1 Basic Consolidation
  - 7.1.1 What Consolidation Is All About
  - 7.1.2 Performing Consolidation with SAP BPC
  - 7.1.3 Introducing Business Rules
- 7.2 Ownership Data and Elimination Methods
  - 7.2.1 The Ownership Process
  - 7.2.2 Setting Up Ownership Data
  - 7.2.3 The Purchase Method Concept
  - 7.2.4 The Proportional and Equity Method Concepts
- 7.3 Setting Up Journal Entries
  - 7.3.1 Creating Journal Templates
  - 7.3.2 Controlling Journal Activity
  - 7.3.3 Creating Journal Entries
- 7.4 Setting Up and Executing Consolidation Tasks
  - 7.4.1 Balance Carryforward
  - 7.4.2 Reclassification
  - 7.4.3 Currency Translation for Consolidation
  - 7.4.4 Purchase Method Elimination
  - 7.4.5 Proportional Method Elimination
  - 7.4.6 Equity Method Elimination
  - 7.4.7 Ownership Elimination
  - 7.4.8 Intercompany Matching
  - 7.4.9 Intercompany Elimination
  - 7.4.10 US Eliminations
- 7.5 Setting Up Balancing Script Logic for Consolidation
  - 7.5.1 Balancing Logic Components
  - 7.5.2 Balancing Logic Results
- 7.6 Setting Up and Executing Equity Pickup
  - 7.6.1 Prerequisites for Using Equity Pickup for Banking
  - 7.6.2 Equity Pickup Business Rule
  - 7.6.3 Equity Pickup Monitor
- 7.7 Consolidation Monitor
- 7.8 Summary
8 Managing the Standard SAP BPC Process
- 8.1 Security
  - 8.1.1 Users
  - 8.1.2 Teams
  - 8.1.3 Task Profiles
  - 8.1.4 Data Access Profiles
  - 8.1.5 Security in the EPM Add-In
- 8.2 Work Status
  - 8.2.1 Configuration of Work Status
  - 8.2.2 Reporting and Managing Work Status
- 8.3 Controls
  - 8.3.1 Configuration
  - 8.3.2 Control Monitor
- 8.4 System Reporting
  - 8.4.1 Auditing
  - 8.4.2 System Reporting
  - 8.4.3 Audit Tables Reports
- 8.5 Transports
- 8.6 Summary
PART II Embedded SAP BPC
9 The Fundamentals of Embedded SAP BPC
- 9.1 The Evolution of SAP BPC
- 9.2 A Primer on SAP HANA
- 9.3 Comparing Standard and Embedded Features
- 9.4 Strategy for Conversion
  - 9.4.1 From IP with PAK Turned On
  - 9.4.2 From SAP SEM-BPS
  - 9.4.3 From SAP BPC 7.x
  - 9.4.4 From SAP BPC 10.0 without SAP HANA
  - 9.4.5 Hybrid/Mixed Scenarios
  - 9.4.6 New Customer with Business Ownership Focus
  - 9.4.7 New Customer with EDW Integration Focus
- 9.5 Deployment Options
- 9.6 Summary
10 Embedded SAP BPC Architecture
- 10.1 Setting Up the Embedded Planning Model
  - 10.1.1 Using Real-Time InfoCubes
  - 10.1.2 Using Aggregation Levels
  - 10.1.3 Using a Copy Planning Function
  - 10.1.4 Using Planning-Enabled Queries
  - 10.1.5 Using Embedded SAP BPC Environments
  - 10.1.6 Using SAP BPC Models
  - 10.1.7 Using the EPM Add-in Workbooks for Basic Planning Scenarios
  - 10.1.8 Browsing and Compressing Data in SAP BW
  - 10.1.9 Browsing Data and Statistics in SAP HANA
- 10.2 Using MultiProviders
  - 10.2.1 Creating the MultiProvider
  - 10.2.2 Creating Aggregation Levels for MultiProviders
  - 10.2.3 Creating Queries in the MultiProvider Scenario
  - 10.2.4 Creating Embedded Models in the MultiProvider Scenario
  - 10.2.5 EPM Add-In for the MultiProvider Scenario
- 10.3 Using CompositeProviders
- 10.4 Using DataStore Objects
  - 10.4.1 Creating a Planning-Enabled DSO
  - 10.4.2 Creating an Aggregation Level for a DSO
  - 10.4.3 EPM Add-In for DSO Scenario
  - 10.4.4 DSO Price Planning
  - 10.4.5 DSO Comments
- 10.5 Using Local Providers
  - 10.5.1 Creating a Local Provider and Model
  - 10.5.2 Aggregation Level for a Local Provider
  - 10.5.3 Query and Workbook for a Local Provider
  - 10.5.4 View Data in SAP HANA for a Local Provider
- 10.6 Summary
11 Reporting with Embedded SAP BPC
- 11.1 System Architecture Review
- 11.2 Web Client Reporting
- 11.3 EPM Add-In in the Embedded Model
  - 11.3.1 EPM Features
  - 11.3.2 Using the EPM Add-In
- 11.4 Comparing the EPM Add-In for Standard and Embedded SAP BPC
- 11.5 EPM Add-In for SAP HANA Data
- 11.6 SAP Analysis for Microsoft Office
- 11.7 Using SAP Lumira with Embedded SAP BPC
- 11.8 Summary
12 Forecasting, Planning, and Budgeting in Embedded SAP BPC
- 12.1 Standard IP Planning Functions
  - 12.1.1 Copy Function
  - 12.1.2 Revaluation Function
  - 12.1.3 Delete Function
  - 12.1.4 Repost Function
- 12.2 Executing Planning Functions from Excel
  - 12.2.1 Data Processing Tab
  - 12.2.2 Pushbuttons
- 12.3 Disaggregation and Inverse Formulas
  - 12.3.1 Disaggregation
  - 12.3.2 Inverse Formulas
- 12.4 Planning Filters and Planning Sequences
  - 12.4.1 Planning Filters
  - 12.4.2 Planning Sequences
- 12.5 FOX Formulas
  - 12.5.1 Creating a Driver-Based Formula
  - 12.5.2 Creating a Formula to Calculate Revenue Based on the Prior Year
  - 12.5.3 Creating a Formula with a Loop
- 12.6 Characteristic Relationships
  - 12.6.1 Combination Checking
  - 12.6.2 Characteristic Derivation
- 12.7 Advanced Planning Functions
  - 12.7.1 Currency Translation
  - 12.7.2 Unit of Measure Conversion
  - 12.7.3 Top-Down Distribution
  - 12.7.4 Distribution with Keys
  - 12.7.5 Deletion of Invalid Combinations
  - 12.7.6 Reposting on Basis of Characteristic Relationships
  - 12.7.7 Generating Combinations
  - 12.7.8 Custom Planning Functions
- 12.8 Summary
13 Data Loading for Embedded Consolidation
- 13.1 Basics for Consolidation in Embedded SAP BPC
  - 13.1.1 Scenarios for Data Loading in Embedded Consolidation
  - 13.1.2 Mixed Architecture Approach in Embedded SAP BPC
  - 13.1.3 Use of the Special Period 000
  - 13.1.4 SAP BEx Variables for Reporting
- 13.2 Data Loading Process for Embedded Consolidation
- 13.3 Summary
14 Consolidation in Embedded SAP BPC
- 14.1 Embedded Consolidation Configuration
  - 14.1.1 Overview of Embedded Consolidation System
  - 14.1.2 Architecture and Setup of the Model
- 14.2 Introduction to Business Rules
- 14.3 Ownership Data and Elimination Methods
  - 14.3.1 The Ownership Process
  - 14.3.2 Setting Up Ownership Data
  - 14.3.3 The Purchase Method Concept
  - 14.3.4 The Proportional and Equity Method Concepts
- 14.4 Setting Up and Executing Consolidation Tasks
  - 14.4.1 Balance Carryforward
  - 14.4.2 Reclassification
  - 14.4.3 Currency Translation for Consolidation
  - 14.4.4 Purchase Method Elimination
  - 14.4.5 Proportional Method Elimination
  - 14.4.6 Equity Method Elimination
  - 14.4.7 Ownership Elimination
  - 14.4.8 Intercompany Matching
  - 14.4.9 Intercompany Elimination
  - 14.4.10 Task Sequences for Consolidation Monitor
- 14.5 Summary
15 Managing the Embedded SAP BPC Process
- 15.1 Security
  - 15.1.1 Users
  - 15.1.2 Teams
  - 15.1.3 Data Access Profiles
  - 15.1.4 Matrix Security
  - 15.1.5 Authorization Objects
- 15.2 Work Status
  - 15.2.1 Configuration
  - 15.2.2 Using Work Status
  - 15.2.3 Reporting
- 15.3 Data Audit
  - 15.3.1 Configuration
  - 15.3.2 Using Embedded Data Audit
- 15.4 Transports
- 15.5 Summary
16 Migrating to SAP BPC 10.1
- 16.1 SAP BPC 10.0 to Standard SAP BPC 10.1
- 16.2 Integration Planning to Embedded SAP BPC 10.1
- 16.3 SAP BPC 10.0 to Embedded SAP BPC
- 16.4 SAP BPC 10.0 to Mixed Standard/Embedded SAP BPC 10.1
- 16.5 Summary
Appendices
- A Real-Time Consolidation
  - A.1 Data Loading Via SAP HANA Tables
  - A.2 The RTC Model
  - A.3 RTC VirtualProvider
  - A.4 Maintaining RTC-Specific Objects in SAP BPC
  - A.5 FX Translation via SAP S/4HANA
  - A.6 Summary
- 2 The Authors
Index

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Implementing SAP Business Planning and Consolidation

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Implementing SAP Business Planning and Consolidation

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