Beyond the EU: DORA and NIS 2 Directive's Global Impact
Sa pexperts prospect_webinar_epm_add_in_v1
1. An Overview of SAP BPC 10.0
Reporting Features and Functionality
(EPM Add-In)
Peter Jones
BI/BPC Senior Consultant
MI6 Solutions LLC
2. Agenda
Basic comparison of the front-end reporting for BPC v7.5 and
v10.0
Introduction to the BPC EPM add-in
Overview of the features and functionality using the EPM
add-in for BPC and BW InfoProviders
Demo
8. BPC 10.0 – EPM Add-In – Ribbon, Navigation Pane
EPM Ribbon with
multiple features
available.
Navigation Pane
Drag & Drop to
create a report
Access the EPM add-in
via a normal Excel sheet
or via BPC
9. BPC 10.0 - EPM Report Editor (1 of 2)
Features available:
-
Layout - Create the report – drag & drop
Options – adjust filters, format, view
Sorting, Filtering, Ranking
Local Members – Calculations created in
the report
Member Names – report specific naming
conventions
Excluded members – exclude from posting
10. BPC 10.0 - EPM Report Editor (2 of 2)
Acts as a graphic user-interface for:
Defining an initial report
Editing an existing one
Can be used to define report position:
Moving a report in a sheet
Inserting separation between headers and data
Moving each page header dimension individually
Can be used at any time on a valid report to:
Re-arrange the layout or change the members in each section of the report
Move (pivot) one or more dimensions between the page headers, row axis, and
column axis
Reorder the nesting of dimensions within an axis
Change the selection or order of members of one or more dimensions in the
report
12. Agenda
Basic Comparison of the front-end reporting for BPC v7.5 and
v10.0
Introduction to the BPC EPM add-in
Overview of the features and functionality using the EPM
add-in for BPC and BW InfoProviders
Demo
14. Main Features of the EPM Add-In
Create Reports
Asymmetric reports, butterfly reports, comparison reports
Analyze data
Slice and dice, EPM functions
Dynamic formatting
Excel or EPM formatting available
Calculations and charts
Use of Excel-based charting and formulas, EPM custom and local member
calculations
Integration
Multiple reports with different sources of data on one worksheet, multiple
reports within a workbook
Drill Through
Drill through from one data set to another
Publish, Print, and Distribution
16. Data Connectivity
EPM Office Client 10
SSAS
BW
ODBO
ODBO
ODBO
Designer
FC 10.0
PCM 10.0
Data retrieval
Data retrieval and input
(from Excel to BPC only)
SSM 10.0
Providers:
SSAS:
BW:
ODBO:
WS:
Products
FC:
PCM:
SSM:
BPC:
BPC
NW and MS 10.0
Microsoft SQL Server Analysis Services
SAP NetWeaver Business Warehouse
Object Linking and Embedding Database
Web services
SAP
SAP
SAP
SAP
WS
Financial Consolidation
Profitability and Cost Management
Strategy Management
Business Planning and Consolidation
18. EPM 10.0 – Once the EPM office Add-In Excel Is Executed
A list of models that can be accessed via a
user/password log-on
19. Agenda
Basic comparison of the front-end reporting for BPC v7.5 and
v10.0
Introduction to the BPC EPM add-in
Overview of the features and functionality using the EPM
add-in for BPC and BW InfoProviders
Demo
20. EPM 10.0 – Repositioning the EPM Context Pane – Show/Hide Pane
and Context
21. EPM 10.0 – Use of the Navigation Pane for Building a Report
30. EPM Report Editor – Member Selector
The EPM member selector has many useful features including:
View dimension members as hierarchal vs. list (flat) view
Filtering members for selection by properties
Selection options such as member only, member and description, and
so on.
Search for members
32. Creating Multiple Worksheets
•
SAP Enterprise Performance Management (EPM) 10.0 solutions , add-in for
Microsoft Office (the EPM add-in) provides an option to generate multiple
worksheets based on the current report.
33. Create and Use Links between Workbooks
•
There are three types of quick links:
Report Link
Member Link
Data Link
Before creating the quick link:
In the EPM tab, choose
Options
Select User Options
In the Quick Links section,
select Workbook Location
The user can also select
the symbol colors from the
color map for Data Link
and Member Link
34. Create and use links between workbooks
•
Report Link:
Click anywhere in the report and right click to bring the EPM
menu to select Add Report Link
Browse to select the workbook to be linked to the current
report
37. Create a Formatting Sheet
To display the original dynamic formatting
template:
Go to the EPM menuReports menu
Click View Formats
To create dynamic formatting templates:
Use Excel Move or Copy … sheet function:
From the original dynamic formatting
template
From another enhanced dynamic formatting
template
To hid dynamic formatting templates:
Go to the EPM menuReports menu
Click View Formats once again
38. Multiple reports on one worksheet
Select the New
Sales report
Select the Time
report
The context panel will change when you select a
different report
39. How to Shift Report with Negative Values
Change Row Axis Shift value from 1 to -1
40. Sample Reports Using EPM Add-In
Report incorporates formatting, realignment of
hierarchies, custom headers, scaling, and asymmetric format
41. Sample Reports Using EPM Add-In
Report incorporates formatting, realignment of hierarchies, cut &
paste of values, local member calculation, custom
headers, layered column filters, scaling, and asymmetric format
43. Agenda
Basic Comparison of the Frontend Reporting for BPC v7.5 and
v10.0
Introduction to the BPC EPM add-in
Overview of the features and functionality using the EPM
add-in for BPC and BW infoproviders
Demo
When connected to multiple data sources the active connection is the one that is used when you create a report or enter an EPM function. Active connection is established during logon but can be changed at anytimeThe example above shows the workbook connected to both the Sales and Tests cube, however the active connection is Tests The active connection is used by default when a new report is built
One of the ways to create a new report is by using the EPM Report Editor. The EPM Report Editor can be accessed by clicking either Edit Reportor NewReportas part of the EPM menu in Microsoft Excel. Login to the EPM add-in SelectEdit Report or New Report The EPM Report Editor will appear
The EPM Report Editor is a graphic user-interface that can be used to define or edit an existing report.
Below are the EPM add-in main data retrieval features:You can create one or several reports from different sources on one sheet. You can use several methods to create reports.You can sort, rank and filter report data, you can navigate into it and perform ad-hoc analysis.You can apply dynamic formatting by level and format individual members.You can add calculations and charts to your reports. They are easy to maintain and are reusable.You can print your reports,publish them or send them by email.The EPM add-in is integrated with the other EPM applications and with SAP BusinessObjects Xcelsius.Some features are only available for SAP BusinessObjects Planning and Consolidation:You can input data and comment.You can use planning functions for your data input.You can distribute and collect workbooks.You can manage data with the Data Manager.
The EPM add-in connects to the following EPM applications:SAP BusinessObjects Financial Consolidation 10.0SAP BusinessObjects Profitability and Cost Management 10.0SAP BusinessObjects Strategy Management 10.0SAP BusinessObjects Planning and Consolidation 10.0, version for SAP NetWeaver and SAP BusinessObjects Planning and Consolidation 10.0, version for the Microsoft platform The diagram shows that these applications have different data providers, such as SQL Server Analysis Services, ODBO or web services. All providers enable data retrieval into the EPM add-in, but only the SAP BusinessObjects Planning and Consolidation web services enable data input from the Excel EPM add-in.Before you can retrieve SAP BusinessObjects Financial Consolidation data into the EPM add-in, you must deploy a cube using the Designer module.
To display the EPM add-in contextual menu, right-click any cell of a report.Here you can:Refresh cellsSwitch AxesAdd and delete linksConvert a member into a custom member
Sheet options are default options that are applied at the sheet level. That is to say they are applied to any new worksheet connected to an EPM add-in connection. They apply to all reports of the current worksheet. You can customize some options at the report level.
Depending on the connection type of the selected report, and the related functionalities that are available, interface items are hidden or shown.Here you define what interface items to hide or show. Your selections have priority over the visibility settings determined by the connection.
One of the ways to create a new report is by using the EPM Report Editor. The EPM Report Editor can be accessed by clicking either Edit Reportor NewReportas part of the EPM menu in Microsoft Excel. Login to the EPM add-in SelectEdit Report or New Report The EPM Report Editor will appear
The EPM member selector has many useful features for navigating, displaying, and searching members.
Use of Ranking function from Ranking tab: check Rank Data Using the Following Criteria; from Ranking Criteria part: click … button from Based on Column section: select the member on which the rank will be based - R1100 - External Sales - from Column Selector window; click the OK button; check the type of display - Top – from Display section; select the number of Rows to rank - 10 -; click the OK button
The final result is shown on this slide. The yellow area is a ‘New Sales’ report and the green area is a ‘Time’ report. When you select each report area, the EPM context panel will be changed automatically. In other words, each report is using a different application and dimensions and will not affect each other. So a user can have multiple reports in one worksheet. Please keep in mind, that the report range should not overlap.
Negative Shift value means a user wants to put the header on the other side of the data range. If shift value of row axis is -1, it means the row header location will be put on the right side of the data range, instead of the left side which is the default location of the row header when a report is created.Note: Negative shift value is only available for the row axis.
