bpc420 cource outline

BPC420SAP BusinessObjects Planningand Consolidation, Version forSAP NetWeaver: Administration

SAP BusinessObjects - Financial Performance Management

Course OutlineCourse Version: 97Course Duration: 5 Day(s)Publication Date: 04-06-2013Publication Time: 1522

Copyright

Copyright © SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose withoutthe express permission of SAP AG. Additionally this publication and its contents are providedsolely for your use, this publication and its contents may not be rented, transferred or sold withoutthe express permission of SAP AG. The information contained herein may be changed withoutprior notice.

Some software products marketed by SAP AG and its distributors contain proprietary softwarecomponents of other software vendors.

Trademarks

• Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® areregistered trademarks of Microsoft Corporation.

• IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®,S/390®, AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation.

• ORACLE® is a registered trademark of ORACLE Corporation.• INFORMIX®-OnLine for SAP and INFORMIX® Dynamic ServerTM are registered

trademarks of Informix Software Incorporated.• UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group.• Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MetaFrame®, WinFrame®,

VideoFrame®, MultiWin® and other Citrix product names referenced herein are trademarksof Citrix Systems, Inc.

• HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, WorldWide Web Consortium, Massachusetts Institute of Technology.

• JAVA® is a registered trademark of Sun Microsystems, Inc.• JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for

technology invented and implemented by Netscape.• SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP

EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.comare trademarks or registered trademarks of SAP AG in Germany and in several other countriesall over the world. All other products mentioned are trademarks or registered trademarks oftheir respective companies.

Disclaimer

THESEMATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLYDISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDINGWITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR APARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE,INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTSCONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT,INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANYKIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOSTPROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDEDSOFTWARE COMPONENTS.

g201477102239

BPC420 Contents

ContentsCourse Overview ...................................................................... v

Course Goals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vCourse Objectives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Unit 1: Application Presentation .................................................. 1Introducing the Benefits, the Interfaces, and the Components .. . . . . . . . . . . . . 1Implementing SAP BusinessObjects Planning and Consolidation ... . . . . . . . 1Presenting Modeling Aspects .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Unit 2: Configuration................................................................. 2Describing the Technical Architecture of BO PC.... . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Navigating in the Administration Interface ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Creating Environments .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Creating Dimensions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Creating Models.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Describing the Security Model .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Defining Parameters.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Unit 3: Using the EPM add-in ...................................................... 4Introducing the Excel Interface of the EPM add-in .. . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Unit 4: Data Acquisition ............................................................. 5Managing Data with Data Manager.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Flat File Upload and BW Data Upload – Master Data and Hierarchy Upload

and Loading of Transaction Data ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Unit 5: Logic Scripts ................................................................. 6Creating Basic Logic Scripts and Online Execution ... . . . . . . . . . . . . . . . . . . . . . . . . 6Creating Logic Scripts and Central Execution ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Defining Logic Scripts for Allocation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Integrating Logic Scripts and ABAP ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Introducing Member Formulas ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Unit 6: Business Process Flows .................................................. 8Creating Planning Business Process Flows... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

04-06-2013 © SAP AG. All rights reserved. iii

BPC420 Contents

Unit 7: Administration ............................................................... 9Validating Master Data ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Configuring Audits .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Presenting Concurrency Locking ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Configuring Work Status ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9OPTIONAL: Explaining Transports .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

04-06-2013 © SAP AG. All rights reserved. iv

BPC420 Course Overview

Course Overview

Target AudienceThis course is intended for the following audiences:

• Application Consultants• BO PC Administrators• Project Leaders• Project Team Members• Technical Pre-Sales

Course PrerequisitesRequired Knowledge

• BW310• Excel

Recommended Knowledge

• Experience with SAP NetWeaver BW

Course GoalsThis course will prepare the participant to:

• Configure SAP BusinessObjects Planning and Consolidation (10.0), version for SAPNetWeaver

• Understand the system architecture and integration• Perform administration• Use logic for planning and reporting• Execute data imports• Build business process flows for planning

Course ObjectivesAfter completing this course, the participant will be able to:

• Set up environments, models, and dimensions• Work with hierarchies• Navigate in the interface for Excel• Perform flat file, InfoCube to InfoCube transaction data imports

04-06-2013 © SAP AG. All rights reserved. v

BPC420 Course Overview

• Set up BW characteristic master data imports• Create Data manager package ‘links’• Work with logic, business add-ins (BAdI’s), and custom process chains• Execute Allocations• Configure business process flows• Set up work status and security• Work with activity and data audit• Discuss locking• Discuss transports

04-06-2013 © SAP AG. All rights reserved. vi

BPC420 Course Outline

Unit 1Application Presentation

Unit OverviewThis unit includes a conceptual overview. It shows the benefits of Business Objects Planningand Consolidation and some important modeling aspects. It also gives some project guidance.

Lesson: Introducing the Benefits, the Interfaces,and the ComponentsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Explain the key terms• Discuss the benefits of SAP BusinessObjects Planning and Consolidation• Describe the components• Identify the most important features of SAP BusinessObjects Plan-

ning and Consolidation

Lesson: Implementing SAP BusinessObjectsPlanning and ConsolidationLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Discuss the implementation process• Describe general business requirements for the planning and consolidation application

Lesson: Presenting Modeling AspectsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Discuss the key terms of Planning and Consolidation.• Explain the main idea of Dimension properties in Planning and Consolidation• Describe Modeling of Bottom up and Top Down Planning in Plan-

ning and Consolidation

04-06-2013 © SAP AG. All rights reserved. 1


Unit 2Configuration

Unit OverviewThis unit is about the architecture of Business Planning and Consolidation, about the Conceptof the Web Client and describes the creation and features of Environments, Dimensions andModels.

Lesson: Describing the Technical Architecture of BO PCLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Define the technical background of SAP BusinessObjects Planning and Consolidation.

Lesson: Navigating in the Administration InterfaceLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Navigate in the Web UI client• Discuss the Workspace and Library Concept• Navigate in the Admin Web UI

Lesson: Creating EnvironmentsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Create an Environment• Configure an Environment

Lesson: Creating DimensionsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Create dimensions and members• Create properties and hierarchies



Lesson: Creating ModelsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Discuss the creation of a model• Explain Model Page features• Outline the do’s and don’ts in BW for InfoProviders created in BO PC• Describe delivered Measure Formulas and define Custom Measures.

Lesson: Describing the Security ModelLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Discuss the BO PC Security Concept• Recognize Security Conflicts

Lesson: Defining ParametersLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Discuss functional parameters and configuration parameters.• Describe how to customize parameters



Unit 3Using the EPM add-in

Unit OverviewThis unit is about the EPM Add-in, about the most important flags for reports and input formsand gives an overview about delivered templates.

Lesson: Introducing the Excel Interface of the EPM add-inLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Create an EPM add-in connection• Describe the features of the EPM add-in ribbon• Define default values for dimensions with the EPM Context Bar• Build a simple report



Unit 4Data Acquisition

Unit OverviewAfter completing this unit, you will understand how load master and transaction data well ashierarchies from BW. You will also understand how to load data via Flat File. This unit alsoshows how to create a MultiProvider and Query Scenario based on plan data from BO PC.

Lesson: Managing Data with Data ManagerLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Explain the Data Manager Package tool and the issues related to it.

Lesson: Flat File Upload and BW Data Upload – Master Dataand Hierarchy Upload and Loading of Transaction DataLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Explain the configuration of Flat File Uploads.• Describe the set up of Uploads from BW.• Install Master Data Upload, a Hierarchy Upload and Transaction Data Uploads



Unit 5Logic Scripts

Unit OverviewThis unit is about all kinds of Logic in BO PC and shows different ways of executing the logic.

Lesson: Creating Basic Logic Scripts and Online ExecutionLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Describe the concept of Logic Scripts• Identify Logic Script Commands• Recognize Golden Rule for Logic Scripts

Lesson: Creating Logic Scripts and Central ExecutionLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Describe the central execution of Logic Scripts• Define how to adapt Packages for Central Execution• Explain how to execute a Logic Script from a Button• Illustrate how to create a prompt for Variable Values

Lesson: Defining Logic Scripts for AllocationLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Discuss the concept of allocation in BO PC• Define the logic elements for Allocation• Execute an Allocation



Lesson: Integrating Logic Scripts and ABAPLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Discuss function modules in BO PC• Describe the integration between ABAP and BO PC

Lesson: Introducing Member FormulasLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Identify the possibility of on the fly calculation• Create Member Formulas



Unit 6Business Process Flows

Unit OverviewAfter completing this unit, you will be able to work with Business Process Flows.

Lesson: Creating Planning Business Process FlowsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Create a Business Process Flow• Run a Business Process Flow



Unit 7Administration

Unit OverviewAfter completing this unit, you will be able to understand Master Data Validations, Audits,Concurrency Locking, the Work Status Concept and Transports.

Lesson: Validating Master DataLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Estimate the Validation Concept• Describe the customizing for Validation

Lesson: Configuring AuditsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Track Changes to Data and Activities• Configure Auditing

Lesson: Presenting Concurrency LockingLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Define how Concurrency Locking works

Lesson: Configuring Work StatusLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Explain the concept of work status• Describe customizing• Identify execution of work status



Lesson: OPTIONAL: Explaining TransportsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Define how transport works in BO PC• Illustrate the transactions to define transports.


bpc420 cource outline

Documents