sap bobj enterprise dashboard - sales plan, pipeline and forecast
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Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Demo Objective:
�To present sales plan, pipeline and forecast data to executives as an enterprise view by
�Product�Services�Region�Country
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
�Country�Year �Month�much more . . .
�To analyze sales performance Actual vs. Plan vs. Forecast
SalesSales
Consolidation and Reporting Process
�SAP BPC
�SAP BW
�SAP ECC
�SAP BOBJ
�Xcelsius Dashboard
RevenueProcess
CostProcess
Budget Process
RevenueDrivers/ Scenario
CostDrivers/ Scenario
Budget Scenario
Technology Scope SAP NetWeaver Systems Landscape
EY Internal Use Only
SAP
Cash Flow
P&L
Balance Sheet
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
JDE/etc
Sales
Cost
Data Source / Actuals
Sales
Revenue
Plan/Budget/Forecast/Consolidated Data Storage
Sales
Forecast
OracleSAP
SAP
Business
Objects
Xcelsius
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed
BYJothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Sales Actual Product Sales
Plan
Service Sales
Plan
Other Sales
Plan
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Sales Forecast
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Sales Plan, Pipeline , and Forecast Analysis
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Sales Plan, Pipeline , and Forecast Analysis
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Sales Plan, Pipeline , and Forecast Analysis
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Sales Plan, Pipeline , and Forecast Analysis
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Sales Plan, Pipeline , and Forecast Analysis
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Sales Plan, Pipeline , and Forecast Analysis
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Sales Plan, Pipeline , and Forecast Analysis
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Sales Plan, Pipeline , and Forecast Analysis
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Sales Plan, Pipeline , and Forecast Analysis
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Enterprise Dashboard
Implementation View
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Implementation View
Steps:1. Log in the BPC Admin Console
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
2. Within the Dimension Library, click on “P_Entity” and choose “Maintain dimension Member ”
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
3. Add the dimension members to “A_ACCOUNT” Dimension Member Sheet.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
4. Click “Save to Server”.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
5. Click “Process dimension”
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
6. Choose “P_Entity” and click OK.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
7. Click OK.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
8. Go to the Dimension Library and choose “P_ACCT” and click “Maintain Dimension Members” .
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
9. Add the dimension members to “P_ACCT” Dimension Member Sheet.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
10. Click “Save to Server”
11. Click “Process Dimension” and click OK.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
12. Choose “P_ACCT” and click OK.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
13. Click OK.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
14. Go to the Dimension Library and choose “Product” and click “Maintain Dimension Members” .
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
15. Add the dimension members to “Product” Dimension Member Sheet.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
16. Click “Save to Server”
17. Click “Process Dimension” and click OK.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
18. Choose “Product” and click OK.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
19. Click OK.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
19. Go to the Dimension Library and choose “TIME” and click “Maintain Dimension Members” .
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
20. Add the dimension members to “Time” Dimension Member Sheet.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
21. Click “Save to Server”
22. Click “Process Dimension” and click OK.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
22. Click “Process Dimension” and click OK.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
23. Choose “Product” and click OK.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
24. Click OK.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
25. Select the Application and Modify Application
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
26. Click “OK”.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Upload Data: we will enter data for the “Sales” account for all “Products” and all entities under“Region” for 2010.TOTAL.
1. Log on to BPC Excel
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
2. Choose “Manage Data”.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
3. Upload Data file for SalesActualData.
4. Give the Source and Destination file.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
5. Click ‘OK’
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
6. Run Data Management Package.
7. Select Import Transaction Data and click on Run.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
8. Select Import File and click on Next.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
9. Click on ‘Finish’
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
10. Click on ‘OK’
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
11. Click on ‘View Status’.
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
12. Click on ‘Details’.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
1. Choose “Manage Data”.
2. Upload Data file for SalesPlanData.
3. Give the Source and Destination file.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
3. Give the Source and Destination file.
4. Click ‘OK’
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
5. Run Data Management Package.
6. Select Import Transaction Data and click on Run.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
7. Select Import File and click on Next.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
8. Click on ‘Finish’
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
9. Click on ‘OK’
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
10. Click on ‘View Status’.
11. Click on ‘Details’.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
11. Click on ‘Details’.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
1. Choose “Manage Data”.
2. Upload Data file for SalesPlanData.
3. Give the Source and Destination file.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
3. Give the Source and Destination file.
4. Click ‘OK’
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
5. Run Data Management Package.
6. Select Import Transaction Data and click on Run.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
7. Select Import File and click on Next.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
8. Click on ‘Finish’
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
9. Click on ‘OK’
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
10. Click on ‘View Status’.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
11. Click on ‘Details’.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
1. Change the Current View.
2. Choose Data Input.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
3. Choose Blank Work Book
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
The Step By Step Solution – Building an Xcelsius Dashboard
Xcelsius Dashboard Creation –Adding the BPC Data Grid and Using Live SAP BPC Data
1. Launch Xcelsius
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
2. Choose “File -> Data -> Import
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
3. Choose the “Sales.xls” file
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
4. Place a filter component on the canvas.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
5. Double-click the filter component to open the Properties panel.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
6. Click the Source Data cell selector button and select all the data to be included in thevisualization.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
7. Click the Destination cell selector button and select an empty range of cells in a row. The range must be large enough to display a full row of chart data.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
8. Adjust the value in the Number of Filters box.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
9. Click the Title cell selector button and select the labels that will appear above each Combo Box.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
10. Place a Bar Chart component on the canvas.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
11. Click Data by Series click the plus button to add a series to the list box.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
12. Click the Values (X) cell selector button and select the range of empty cells that areselected for the Destination range for the Filter component.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
13. Click the Category Labels (Y) cell selector button to select the cells in the spreadsheet that contain the chart data column headers.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
14. Click the Preview button to view the interaction between the Filter and Bar Chart components.
The Sales data displayed in the Bar Chart will update depending on the selections made in the Combo Boxes of the Filter Component.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
15. Place a Line Chart component on the canvas.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
16. Click Data by Series click the plus button to add a series to the list box.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
17. Click the Values (X) cell selector button and select the range of empty cells that areselected for the Destination range for the Filter component.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
18. Click the Category Labels (Y) cell selector button to select the cells in the spreadsheet thatcontain the chart data column headers.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
19. Click the Preview button to view the interaction between the Filter and Line Chart components.
The Sales data displayed in the Line Chart will update depending on the selections made in the Combo Boxes of the Filter Component.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
20. Place a Combination Chart component on the canvas.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
21. Double-click the Combination Chart to open the Properties panel.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
22. In the Chart box, type "Sales Trend Analysis".
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
23. Click Data by Series; click the plus button to add a series to the list box. In the Name box, type “Sales".
24. Click the Values (Y) cell selector button and select the Source Data for this series. Select the data under the column header “Sales".
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
data under the column header “Sales".
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
25. Click the Category Labels (X) cell selector button and select the data Labels.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
26. Click the plus button to add another series to the list box. In the Name box, type "Trend".
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
27. Click the Values (Y) cell selector button and select the Source Data for this series
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
28. Click the Appearance tab, click the Series sub-tab. For the series “Sales" click the Typedropdown menu and select Column. For the series "Trend" click the Type dropdown menu andselect Line.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Solutions Developed BY
Smitha Sunkavallii | smithasunkavalli@gmail.com
Solutions Design and Architecture BY
Jothi Periasamy (Joesaran@Gmail.com) |JoeSaran@gmail.com|
916-296-0228
Technology Used�Xcelsius�SAP BPC NW 7.5
29. Place a Trend Analyzer component on the canvas.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
30. Click the Trend Analyzer to open its Properties panel.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
31. Click the Data cell selector button and select the data to be analyzed for trending; for this,select the data under the column header “Sales".
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
32. In the Trend/Regression Type section, click the Use Best Fit radio button.
33. Click the Analyzed Data Destination cell selector button and select an empty range of cells for
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
33. Click the Analyzed Data Destination cell selector button and select an empty range of cells forthe new data series to be inserted into; for this, select the empty cells under the column header“Trend Data".
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
34. Click Preview to view the between the Combination Chart component displayed with atrend line. The Trend Analyzer component analyzes the selected data and determines a thebest way to display a trend line for the data.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
35. Place the Pie Chart object under Charts folder to chart area.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
36. Double-click the Pie Chart to open the Properties panel.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
37. Under Data -> Values
38. Specify the values Under Labels
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
38. Specify the values Under Labels
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
39. Click Preview to view the Pie Chart.
The Sales data displayed in the Pie Chart will update depending on the selections made in the Combo Boxes of the Filter Component.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
40. In the Components browser, select a Label component
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
41. Select the Label, click Enter Text. Type or paste any block of text into the box.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
42. Click Preview to view
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
43. We will be publishing this dashboard as a flash (swf) file in BPC web. Export this as Flash file. (Click on File -> Export -> Flash (SWF))
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
44. Choose the desired location and file name. Click on save.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Publish the dashboard in BPC Content Library
1. Go to BPC Web
2. Click on “Content Library” from the action pane.
3. Click on “Post Document” from the action pane.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
4. Click Browse.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
5. Choose the “Sales.swf” that we created from Xcelsius.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
6. Click the green check.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
7. Choose the users and Teams you want to grant access to. In this case, we chose “All Users”. Click the green check.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
8. Click the green check.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
9. Click the green check.
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
10. Select Application and Click the green check.
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ
Prepared and PresentedJothi Periasamy (Joesaran@Gmail.com)
Phone : (916)-296-0228
Not for Distribution. Solution Designed , Architected and Developed BY
Jothi Periasamy (Joesaran@Gmail.com)
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