sap bobj enterprise dashboard - sales plan, pipeline and forecast

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 ([email protected])

Phone : (916)-296-0228

Not for Distribution. Solution Designed , Architected and Developed BY

Jothi Periasamy ([email protected])

�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


JDE/etc

Sales

Cost

Data Source / Actuals

Sales

Revenue

Plan/Budget/Forecast/Consolidated Data Storage

Sales

Forecast

OracleSAP

SAP

Business

Objects

Xcelsius


Phone : (916)-296-0228

Not for Distribution. Solution Designed , Architected and Developed

BYJothi Periasamy ([email protected])

Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ

Sales Actual Product Sales

Plan

Service Sales

Plan

Other Sales

Plan


Phone : (916)-296-0228



Sales Forecast


Sales Plan, Pipeline , and Forecast Analysis


Phone : (916)-296-0228




Enterprise Dashboard

Implementation View


Phone : (916)-296-0228



Implementation View

Steps:1. Log in the BPC Admin Console



Phone : (916)-296-0228



2. Within the Dimension Library, click on “P_Entity” and choose “Maintain dimension Member ”



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3. Add the dimension members to “A_ACCOUNT” Dimension Member Sheet.



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4. Click “Save to Server”.


5. Click “Process dimension”


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6. Choose “P_Entity” and click OK.



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7. Click OK.



Phone : (916)-296-0228



8. Go to the Dimension Library and choose “P_ACCT” and click “Maintain Dimension Members” .



Phone : (916)-296-0228



9. Add the dimension members to “P_ACCT” Dimension Member Sheet.



Phone : (916)-296-0228



10. Click “Save to Server”

11. Click “Process Dimension” and click OK.



Phone : (916)-296-0228



12. Choose “P_ACCT” and click OK.



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13. Click OK.



Phone : (916)-296-0228



14. Go to the Dimension Library and choose “Product” and click “Maintain Dimension Members” .



Phone : (916)-296-0228



15. Add the dimension members to “Product” Dimension Member Sheet.



Phone : (916)-296-0228







Phone : (916)-296-0228



18. Choose “Product” and click OK.



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19. Click OK.



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19. Go to the Dimension Library and choose “TIME” and click “Maintain Dimension Members” .



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20. Add the dimension members to “Time” Dimension Member Sheet.



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Phone : (916)-296-0228



23. Choose “Product” and click OK.



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24. Click OK.



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25. Select the Application and Modify Application



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Phone : (916)-296-0228



26. Click “OK”.



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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


2. Choose “Manage Data”.


Phone : (916)-296-0228



3. Upload Data file for SalesActualData.

4. Give the Source and Destination file.


5. Click ‘OK’


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6. Run Data Management Package.

7. Select Import Transaction Data and click on Run.



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8. Select Import File and click on Next.



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9. Click on ‘Finish’


10. Click on ‘OK’


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11. Click on ‘View Status’.


12. Click on ‘Details’.


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Phone : (916)-296-0228




2. Upload Data file for SalesPlanData.




4. Click ‘OK’


Phone : (916)-296-0228







Phone : (916)-296-0228




2. Upload Data file for SalesPlanData.




4. Click ‘OK’


Phone : (916)-296-0228







Phone : (916)-296-0228



1. Change the Current View.

2. Choose Data Input.


3. Choose Blank Work Book


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Phone : (916)-296-0228



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


2. Choose “File -> Data -> Import


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3. Choose the “Sales.xls” file



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4. Place a filter component on the canvas.



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5. Double-click the filter component to open the Properties panel.



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6. Click the Source Data cell selector button and select all the data to be included in thevisualization.



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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.



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8. Adjust the value in the Number of Filters box.



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9. Click the Title cell selector button and select the labels that will appear above each Combo Box.



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10. Place a Bar Chart component on the canvas.



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11. Click Data by Series click the plus button to add a series to the list box.


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.


Phone : (916)-296-0228



13. Click the Category Labels (Y) cell selector button to select the cells in the spreadsheet that contain the chart data column headers.



Phone : (916)-296-0228



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.



Phone : (916)-296-0228



15. Place a Line Chart component on the canvas.



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16. Click Data by Series click the plus button to add a series to the list box.



Phone : (916)-296-0228



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.



Phone : (916)-296-0228



18. Click the Category Labels (Y) cell selector button to select the cells in the spreadsheet thatcontain the chart data column headers.



Phone : (916)-296-0228



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.



Phone : (916)-296-0228



20. Place a Combination Chart component on the canvas.



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21. Double-click the Combination Chart to open the Properties panel.



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22. In the Chart box, type "Sales Trend Analysis".



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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".


data under the column header “Sales".


Phone : (916)-296-0228



25. Click the Category Labels (X) cell selector button and select the data Labels.


26. Click the plus button to add another series to the list box. In the Name box, type "Trend".


Phone : (916)-296-0228



27. Click the Values (Y) cell selector button and select the Source Data for this series



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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.


Solutions Developed BY

Smitha Sunkavallii | [email protected]

Solutions Design and Architecture BY

Jothi Periasamy ([email protected]) |[email protected]|

916-296-0228

Technology Used�Xcelsius�SAP BPC NW 7.5

29. Place a Trend Analyzer component on the canvas.



Phone : (916)-296-0228



30. Click the Trend Analyzer to open its Properties panel.


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".


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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


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".


Phone : (916)-296-0228



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.



Phone : (916)-296-0228



35. Place the Pie Chart object under Charts folder to chart area.



Phone : (916)-296-0228



36. Double-click the Pie Chart to open the Properties panel.



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37. Under Data -> Values

38. Specify the values Under Labels


38. Specify the values Under Labels


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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.



Phone : (916)-296-0228



40. In the Components browser, select a Label component



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41. Select the Label, click Enter Text. Type or paste any block of text into the box.



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42. Click Preview to view



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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))


44. Choose the desired location and file name. Click on save.


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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.


4. Click Browse.


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5. Choose the “Sales.swf” that we created from Xcelsius.


6. Click the green check.


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7. Choose the users and Teams you want to grant access to. In this case, we chose “All Users”. Click the green check.




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10. Select Application and Click the green check.


Phone : (916)-296-0228





Phone : (916)-296-0228



sap bobj enterprise dashboard - sales plan, pipeline and forecast

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