BPC Session1

SAP Business
Planning and
Consolidation

Administrator Training

Session 1

Agenda

Session 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 Properties

SAP AG 2007, SAP Business Planning and Consolidation / 2

Agenda

Session 2
Creating Applications and Adding Dimensions
Optimization
Introduction to SAP Business Planning and Consolidation Logic
Loading and Validating Data

Session 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 PowerPoint


Agenda

Session 4
Security
Work Status
Business Process Flows
Audit

Session 5
SAP Business Planning and Consolidation Case Study


Course Objective

To develop a basic application set based on the best practice
implementation methodology used by SAP Business Planning
and Consolidation consultants and partners.


What 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 Business Planning and Consolidation
Architecture

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 Business Planning and Consolidation
High-Level Architecture


Example of an SAP Business Planning and Consolidation
Multi-Server Environment

File Server
Database Server

Application All servers communicate to the Application Server
OLAP Server Server
WebServer is a client to the Application Server

OLAP Server Database Server

Web
Server

Note: The server components can also be run in a single-server
environment.


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.


Database Schema – Analysis Services

Uses the SQL Server database as its source.
Contains the following:
– OLAP Databases
– Cubes
– Dimensions
– Aggregated data


OLAP: 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.


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.


OLAP: Structural Elements

OLAP databases contain three basic structural elements:
Dimensions
Measures
Cubes


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 members


Terminology: Measures

Measures 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)


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”


Terminology: 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.


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.


Application Sets & Applications

Application Set MS Analysis Services database

Applications MS Analysis Services cubes


Terminology: Properties

Dimension members are described by Properties.

External Sales Y
(Description) (Scaling)

ExtSales

Profit & Loss Inc
(Group) (AccType)


Terminology: Data

Data is described by dimension members.

Budget ExtSales

120,000

Store1 2008.Jan


Summit Implementation Methodology

Implement

Design &
Initiate Configure Develop Tune Deploy Review
Plan


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


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.


PetDepot 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
– Large


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.


PetDepot 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 Management


PetDepot Solution

After product evaluation, selected SAP Business Planning and
Consolidation 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.


PetDepot 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 Eliminations


DEMONSTRATION

Overview of PetDepot application set


APPSHARE PLACEHOLDER


SAP Business Planning and Consolidation Administration
Installation

From the Launch Page, click Client Software Center.


Installation

From the Software Center, click BPC Administration Installation.



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.


Administrator 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 Administrator


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.


Creating 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 a
new application set.


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.


Launching SAP Business Planning and Consolidation
Administration

From the Launch Page, click BPC Administration.


BPC Administration Web Page

Click on an Action Pane item to log in.


The 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…


BPC Login

Select Application Set
Access Connection Wizard
Login by clicking OK


The Action Pane

Is context-sensitive. What you select from the hierarchical view on
the left side determines which tasks appear in the Action Pane on
the right.


The Action Pane

If you select the application set on the left, the Action Pane will
display application set tasks.


Creating Application Sets

To create a new application set, click Add 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.


DEMONSTRATION

Lab 1




QUIZ PLACEHOLDER


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 Audit


Creating 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.


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.


Member 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

Members


Creating Dimensions

If you select Dimension Library on the left, the Action Pane will
display dimension tasks.


Creating Dimensions

To create add a new dimension, click Add a new dimension.


Maintaining Dimension Members

If you select a dimension on the left, the Action Pane will display
tasks specific to that dimension.



To view or edit dimension members, click Maintain dimension
members.



The dimension member sheet is contained in an Excel worksheet
that you can modify using Excel functionality.


Dimension 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 selections


Maintaining Properties

To view or edit dimension properties, click Maintain dimension
property.


Maintaining 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.


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.


Multiple Hierarchies

You can have more than one hierarchy within the same
dimension.
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.


DEMONSTRATION

Lab 2
Updating the Account Dimension

Lab 3
Creating a Product Dimension

Lab 4
Updating the Time Dimension

Lab 5
Updating the Category Dimension

Lab 6
Updating the Inputcurrency Dimension

Lab 7
Updating the Entity dimension and Creating a Hierarchy

Lab 8
Updating the IntCo Dimension




QUIZ PLACEHOLDER


End of Session 1

Thank You!

Have a nice day…


BPC Session1

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