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  • 1. SAP Business Planning and Consolidation Administrator Training Session 1AgendaSession 1 Course Objectives What is SAP Business Planning and Consolidation? SAP Business Planning and Consolidation Architecture PetDepot Overview and Requirements Development Phase Getting Started Creating an Application Set Creating Dimensions and PropertiesSAP AG 2007, SAP Business Planning and Consolidation / 2
  • 2. AgendaSession 2 Creating Applications and Adding Dimensions Optimization Introduction to SAP Business Planning and Consolidation Logic Loading and Validating DataSession 3 BPC for Excel – Navigation – Working with Dynamic Report and Schedule Templates – BPC Comments – Book Publication BPC Web – Content Library – Live Reporting BPC for Word BPC for PowerPointSAP AG 2007, SAP Business Planning and Consolidation / 3AgendaSession 4 Security Work Status Business Process Flows AuditSession 5 SAP Business Planning and Consolidation Case StudySAP AG 2007, SAP Business Planning and Consolidation / 4
  • 3. Course ObjectiveTo develop a basic application set based on the best practiceimplementation methodology used by SAP Business Planningand Consolidation consultants and partners.SAP AG 2007, SAP Business Planning and Consolidation / 5What is SAP Business Planning and Consolidation ? A single, unified, Enterprise-wide solution. A web-based, collaborative solution that unifies the business planning and performance management process.SAP AG 2007, SAP Business Planning and Consolidation / 6
  • 4. SAP Business Planning and ConsolidationArchitecture SAP Business Planning and Consolidation is based on SOA (Service Oriented Architecture). SAP has created a collection of services, for example: – Shared Query Engine – File Service – Authentication This architecture allows for enhancements and fixes to be implemented more easily.SAP AG 2007, SAP Business Planning and Consolidation / 7SAP Business Planning and ConsolidationHigh-Level ArchitectureSAP AG 2007, SAP Business Planning and Consolidation / 8
  • 5. Example of an SAP Business Planning and Consolidation Multi-Server Environment File Server Database Server Application All servers communicate to the Application ServerOLAP Server Server WebServer is a client to the Application Server OLAP Server Database Server Web ServerNote: The server components can also be run in a single-serverenvironment. SAP AG 2007, SAP Business Planning and Consolidation / 9 Database Schema – SQL Server Is used as the underlying RDBMS for SAP Business Planning and Consolidation. Is used to store data. Contains fact tables, dimension tables, and meta data tables. SAP AG 2007, SAP Business Planning and Consolidation / 10
  • 6. Database Schema – Analysis Services Uses the SQL Server database as its source. Contains the following: – OLAP Databases – Cubes – Dimensions – Aggregated dataSAP AG 2007, SAP Business Planning and Consolidation / 11OLAP: Defined OLAP is an acronym for On-Line Analytical Processing. It is a database technology that was developed specifically for viewing and analyzing data. It is distinguished from On-Line Transaction Processing, which stores transactions in a relational, two-dimensional database.SAP AG 2007, SAP Business Planning and Consolidation / 12
  • 7. OLAP Is used to analyze summarized data rather than detailed transactions. Is multidimensional. – Data is arranged and viewed in cubes instead of tables. – This enables a quicker and more intuitive navigation of data.SAP AG 2007, SAP Business Planning and Consolidation / 13OLAP: Structural ElementsOLAP databases contain three basic structural elements: Dimensions Measures CubesSAP AG 2007, SAP Business Planning and Consolidation / 14
  • 8. Terminology: Dimensions Dimensions consist of members. If the members of the dimension are arranged in a hierarchical order, the relationship between members is described with terms such as Parent, Child, and Sibling. Flat Hierarchical dimension dimension Dimension Dimension members membersSAP AG 2007, SAP Business Planning and Consolidation / 15Terminology: MeasuresMeasures allows you to change the view of your data: Periodic Week to date (WTD) Month to date (MTD) Quarter to date (QTD) Year to date (YTD)SAP AG 2007, SAP Business Planning and Consolidation / 16
  • 9. Terminology: Cubes Cubes are where data is stored in an OLAP database. A Cube is equivalent to a table in a relational database. Cubes allow up to 20 dimensions. – A cube that stores BPC data might be called “Finance”SAP AG 2007, SAP Business Planning and Consolidation / 17Terminology: Application Sets An application set is a group of applications. An application set contains a set of dimensions that may be shared among its applications. An application set is equivalent to a single MS Analysis services database.SAP AG 2007, SAP Business Planning and Consolidation / 18
  • 10. Terminology: Applications An application is a functional unit used for a particular purpose (e.g. Finance application, Sales application). Applications may share dimensions with other applications within the same application set, or have dimensions that are unique. In MS Analysis Services, an application is equivalent to a cube.SAP AG 2007, SAP Business Planning and Consolidation / 19Application Sets & ApplicationsApplication Set MS Analysis Services database Applications MS Analysis Services cubesSAP AG 2007, SAP Business Planning and Consolidation / 20
  • 11. Terminology: PropertiesDimension members are described by Properties. External Sales Y (Description) (Scaling) ExtSales Profit & Loss Inc (Group) (AccType)SAP AG 2007, SAP Business Planning and Consolidation / 21Terminology: DataData is described by dimension members. Budget ExtSales 120,000 Store1 2008.JanSAP AG 2007, SAP Business Planning and Consolidation / 22
  • 12. Summit Implementation Methodology Implement Design &Initiate Configure Develop Tune Deploy Review Plan SAP AG 2007, SAP Business Planning and Consolidation / 23 Develop Application consultant training based on the Development task: Create Dimensions Create Applications Create Logic/ Calculations Load and Validate Data Develop Reports and Input Schedules Set up Security Define Work Status Develop Business Process Flows Enable BPC Audit SAP AG 2007, SAP Business Planning and Consolidation / 24
  • 13. PetDepot Company Overview Specialty retailer of pet food, supplies, and services. Founded in 1975. Employee-owned corporation, with corporate headquarters in St. Louis, Missouri. Company Mission Statement: – To provide the highest level of health, happiness, and comfort to companion animals and their owners. Stores located across United States and in Europe.SAP AG 2007, SAP Business Planning and Consolidation / 25PetDepot Store Structure In the United States, Pet Depot has opened and maintained 21 stores. – Across continental U.S., in 16 states total. – Stores typically located in large metropolitan areas. Currently four stores have been opened in Europe. – United Kingdom – Switzerland Stores fit into three store types. – Small – Mid-Size – LargeSAP AG 2007, SAP Business Planning and Consolidation / 26
  • 14. PetDepot Corporate Goals To increase market share on an international basis. – Expand into several markets in US. – Open additional distribution centers and retail stores in Europe. - New branches in Italy, Germany, France, and Norway – Establish an Asia-Pacific Division. To increase Net Income. – Increase Total Revenue by 25% this year. – Reduce Cost of Goods Sold, and focus on reducing Total Operating Expenses. – Increase Total Revenue per Employee.SAP AG 2007, SAP Business Planning and Consolidation / 27PetDepot System Requirements Require enterprise-wide, web-based solution. Need to perform the following processes: – Actuals - Financial reporting and analysis - Current year and Next year. - Net Income, Balance Sheet, and Gross Margin analysis. - Across all stores and regions, with ability to view in local and converted currencies. – Budgeting – Forecasting – Performance ManagementSAP AG 2007, SAP Business Planning and Consolidation / 28
  • 15. PetDepot SolutionAfter product evaluation, selected SAP Business Planning andConsolidation because it: Is unified and integrated for required business processes. Leverages existing Pet Depot technologies such as Excel, SQL Server, and Internet Explorer. Contains built-in financial functionality. – Foreign Currency Conversion – InterCompany Eliminations Has a rich set of analysis and reporting options available for the variety of Pet Depot system users. Provides a centralized web-based system for company information sharing and collaboration.SAP AG 2007, SAP Business Planning and Consolidation / 29PetDepot Business Dimensions Time – Current year, Next year Category – Actual, Budget, monthly Forecasts, What-if analysis Account – Income Statement, Balance Sheet, Cash Flow, KPI’s Entity – Stores, organized by Region and by Store Type RptCurrency – Local Currency, USD, EURO DataSrc – Input, Adjustment, Total Adjusted IntCo – For Inter Company EliminationsSAP AG 2007, SAP Business Planning and Consolidation / 30
  • 16. DEMONSTRATIONOverview of PetDepot application setSAP AG 2007, SAP Business Planning and Consolidation / 31APPSHARE PLACEHOLDERSAP AG 2007, SAP Business Planning and Consolidation / 32
  • 17. SAP Business Planning and Consolidation AdministrationInstallationFrom the Launch Page, click Client Software Center.SAP AG 2007, SAP Business Planning and Consolidation / 33SAP Business Planning and Consolidation AdministrationInstallationFrom the Software Center, click BPC Administration Installation.SAP AG 2007, SAP Business Planning and Consolidation / 34
  • 18. SAP Business Planning and Consolidation Administration SAP Business Planning and Consolidation (BPC) Administration lets you build and maintain BPC applications. With BPC Administration, you can: – Create new application sets. – Create and maintain applications and dimensions. – Create and maintain formulas and logic. – Create and maintain users and security. – Create and maintain business process flows.SAP AG 2007, SAP Business Planning and Consolidation / 35Administrator Roles There are different types of administrators in SAP Business Planning and Consolidation, with different roles and access to different tasks. An administrator may have one or both of these roles: – Application Administrator – System AdministratorSAP AG 2007, SAP Business Planning and Consolidation / 36
  • 19. Administrator Rights Application Administrator: – Builds and maintains the applications. – Has read access to all data (could also be a business manager for a finance entity). System Administrator: – IT person responsible for NT server setup and network/internet administration. – Has technical access to data (not operational access). – Can build Application Sets.SAP AG 2007, SAP Business Planning and Consolidation / 37Creating a New Application Set You begin by copying an existing application set, and then you customize the application set by creating new applications, dimensions, and members. ApShell is an application set used as a starting point for client implementations.Note: Only a user with System Administrator rights can create anew application set.SAP AG 2007, SAP Business Planning and Consolidation / 38
  • 20. ApShell Is the sample application set that is included with the BPC installation. Contains the tools required to build client application sets and applications. Can be used as a starting point and as a point of reference.SAP AG 2007, SAP Business Planning and Consolidation / 39Launching SAP Business Planning and ConsolidationAdministrationFrom the Launch Page, click BPC Administration.SAP AG 2007, SAP Business Planning and Consolidation / 40
  • 21. BPC Administration Web PageClick on an Action Pane item to log in.SAP AG 2007, SAP Business Planning and Consolidation / 41The Connection Wizard Guides you through the process of connecting to the BPC server. Step 1: Enter Server name Step 2: Select logon option – Use my Windows user ID and password – Use a different user ID and password Step 3: Select default application set Step 4: Review summary information Click “Finish”, which brings you to…SAP AG 2007, SAP Business Planning and Consolidation / 42
  • 22. BPC Login Select Application Set Access Connection Wizard Login by clicking OKSAP AG 2007, SAP Business Planning and Consolidation / 43The Action PaneIs context-sensitive. What you select from the hierarchical view onthe left side determines which tasks appear in the Action Pane onthe right.SAP AG 2007, SAP Business Planning and Consolidation / 44
  • 23. The Action PaneIf you select the application set on the left, the Action Pane willdisplay application set tasks.SAP AG 2007, SAP Business Planning and Consolidation / 45Creating Application SetsTo create a new application set, click Add a new application set.SAP AG 2007, SAP Business Planning and Consolidation / 46
  • 24. Creating a New Application Set Copies the application set Webfolders to the new application set. Creates a copy of the relational SQL database. Creates a SQL database login role for the new relational database. Creates a copy of the Analysis Services database. Copies the published books, by copying the appropriate FileDB subdirectories. Sets subdirectory security on the Webfolders subdirectories. Sets configuration parameters.SAP AG 2007, SAP Business Planning and Consolidation / 47DEMONSTRATIONLab 1 Creating a New Application SetSAP AG 2007, SAP Business Planning and Consolidation / 48
  • 25. APPSHARE PLACEHOLDERSAP AG 2007, SAP Business Planning and Consolidation / 49QUIZ PLACEHOLDERSAP AG 2007, SAP Business Planning and Consolidation / 50
  • 26. Develop – Create Dimensions Create Dimensions Create Applications Create Logic/ Calculations Load and Validate Data Develop Reports and Input Schedules Set up Security Define Work Status Develop Business Process Flows Enable BPC AuditSAP AG 2007, SAP Business Planning and Consolidation / 51Creating a New Dimension You can create new dimensions in a BPC application set. – These then become shared dimensions that are available for use in any application in the set. Some dimensions are required dimensions and must exist in all the applications within an application set. The dimension type determines the default properties to be included in the dimension. You may add additional properties as needed.SAP AG 2007, SAP Business Planning and Consolidation / 52
  • 27. Dimension Types Required in each application: – A = Account type dimension – C = Category type dimension – E = Entity type dimension – T = Time type dimension Required in each application set: – R = Currency type dimension – Needed to validate currencies entered in the Entity dimension. – Does not have to be part of any applications within the set. Required for Intercompany Eliminations: – I = Intercompany You can also create additional dimensions as needed: – Un = User Defined dimension type. For each user defined dimension you create, the number (n) will be incremented. For example, U1, U2, U3, etc.SAP AG 2007, SAP Business Planning and Consolidation / 53Member Sheets Are where the members of each dimension (and the member properties) in your application are defined. Are .xls files that have the same name as the dimension. – For example: the Member Sheet for the dimension named Account is “Account.xls” – When you create a new dimension, a Member Sheet is automatically created, with column headings for every property that has been defined using “Manage dimension property” Member sheet MembersSAP AG 2007, SAP Business Planning and Consolidation / 54
  • 28. Creating DimensionsIf you select Dimension Library on the left, the Action Pane willdisplay dimension tasks.SAP AG 2007, SAP Business Planning and Consolidation / 55Creating DimensionsTo create add a new dimension, click Add a new dimension.SAP AG 2007, SAP Business Planning and Consolidation / 56
  • 29. Maintaining Dimension MembersIf you select a dimension on the left, the Action Pane will displaytasks specific to that dimension.SAP AG 2007, SAP Business Planning and Consolidation / 57Maintaining Dimension MembersTo view or edit dimension members, click Maintain dimensionmembers.SAP AG 2007, SAP Business Planning and Consolidation / 58
  • 30. Maintaining Dimension MembersThe dimension member sheet is contained in an Excel worksheetthat you can modify using Excel functionality.SAP AG 2007, SAP Business Planning and Consolidation / 59Dimension Properties Every dimension has required properties. Properties appear as columns in the dimension member sheets. Assigning properties allows you to filter on specific property values in: – Reporting – Member lookups – Logic formulas – Data manager selectionsSAP AG 2007, SAP Business Planning and Consolidation / 60
  • 31. Maintaining PropertiesTo view or edit dimension properties, click Maintain dimensionproperty.SAP AG 2007, SAP Business Planning and Consolidation / 61Maintaining Properties Property name: name of the property. Length: maximum alpha-numeric size of the property values. InApp: selecting this checkbox will store the property values in the OLAP cube, which will allow you to write MDX queries using that property.SAP AG 2007, SAP Business Planning and Consolidation / 62
  • 32. Creating Hierarchies Hierarchies can be defined for any/all dimensions, but are not required. This property does not appear in the property list in “Maintain dimension property”. To define a hierarchy: add the PARENT property as a column directly in a dimension member sheet via “Maintain dimension members”. Parent properties must be named as follows: – PARENTHn where n is the number of the hierarchy. For example: PARENTH1, PARENTH2, etc. – You will have a PARENTHn column for each different hierarchy rollup within the dimension. – Use the PARENTHn column to define the parent for each member – the parent must be a valid member ID.SAP AG 2007, SAP Business Planning and Consolidation / 63Multiple HierarchiesYou can have more than one hierarchy within the samedimension. The entity STORE1 reports to the parent CONUS defined in the PARENTH1 column. The entity STORE1 also reports to the parent CONSMALL defined in the PARENTH2 column.SAP AG 2007, SAP Business Planning and Consolidation / 64
  • 33. DEMONSTRATIONLab 2 Updating the Account DimensionLab 3 Creating a Product DimensionLab 4 Updating the Time DimensionLab 5 Updating the Category DimensionLab 6 Updating the Inputcurrency DimensionLab 7 Updating the Entity dimension and Creating a HierarchyLab 8 Updating the IntCo DimensionSAP AG 2007, SAP Business Planning and Consolidation / 65APPSHARE PLACEHOLDERSAP AG 2007, SAP Business Planning and Consolidation / 66
  • 34. QUIZ PLACEHOLDERSAP AG 2007, SAP Business Planning and Consolidation / 67End of Session 1Thank You!Have a nice day…SAP AG 2007, SAP Business Planning and Consolidation / 68

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