sap bpc

BPC410SAP BusinessObjects Planning

and Consolidation, version for theMicrosoft Platform: Administration

SAP BusinessObjects - Financial Performance Management

Course OutlineCourse Version: 97Course Duration: 3 Day(s)Publication Date: 06-06-2013Publication Time: 1132

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BPC410 Contents

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

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

Unit 1: Introduction to SAP BusinessObjects Planning andConsolidation .......................................................................... 1

Introducing the Benefits, the Interfaces, and the Components .. . . . . . . . . . . . . 1Introducing the Excel Interface of the EPM add-in .. . . . . . . . . . . . . . . . . . . . . . . . . . . 1Using The Web Client .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Implementing SAP BusinessObjects Planning and Consolidation ... . . . . . . . 2

Unit 2: Creating Structures ......................................................... 3Introducing the Delivered Content .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Working with Environments.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Maintaining Dimensions... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Maintaining Models .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Changing Existing Structures ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Unit 3: Data Manager................................................................. 5Importing Flat Files .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Using Data Manager Planning Functions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Configuring Transformations ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Using Advanced Data Manager Features ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Unit 4: Business Logic .............................................................. 7Using Worksheet formulas and EPM functions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Configuring Dimension Formulas ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Running Logic in Real Time ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Running Logic in Batch Mode ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Configuring Allocations ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Using Advanced Logic .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Using Business Rules for Planning ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Unit 5: Administration of Planning and Consolidation ...................... 9Maintaining Security .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Configuring Work Status ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Designing Processes ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Setting Up Journals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

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BPC410 Contents

Creating Document Types for Web Access ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Setting Up and Using Audits .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Configuring Drill-Through ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Setting Up Automated Variance Analysis .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

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

BPC410 Course Overview

Course OverviewThis is the administration course for SAP BusinessObjects Planning and Consolidation,version for Microsoft. In this course, you learn how to set up and manage your Planning andConsolidation components as an administrator.

Target AudienceThis course is intended for the following audiences:

• Application Administrators• Application Consultants• Pre-Sales Consultants• Project Leaders• Project Team Members• All those who want to familiarize themselves with SAP BusinessObjects Planning and

Consolidation, version for Microsoft

Course PrerequisitesRequired Knowledge

• Experience with financial applications and systems• Experience with Microsoft Excel

Recommended Knowledge

• Planning experience

Course GoalsThis course will prepare the participant to:

• Work as an SAP BusinessObjects Planning and Consolidation application administrator

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

• Execute reports and input forms from templates• Create structures in your environment• Use the Data Manager to process data• Work with business logic• Manage security settings• Configure work status

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

BPC410 Course Overview

• Design business process flows• Set up journals• Use variance analysis

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

BPC410 Course Outline

Unit 1Introduction to SAP BusinessObjects

Planning and ConsolidationUnit OverviewThis unit includes information about the components and features of SAP BusinessObjectsPlanning and Consolidation, the Excel interface of the EPM add-in, and project implementationguidelines.

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: 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

Lesson: Using The Web ClientLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Describe the Home tab• Use the built-in screens• Use the Library and Workspaces to organize your reports

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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



Unit 2Creating Structures

Unit OverviewThis unit covers the steps you take to build the foundation of your SAP BusinessObjectsPlanning and Consolidation environment. It involves creating an environment in which allPlanning and Consolidation activities occur, and working with dimensions, which are thebuilding blocks of the models.

Lesson: Introducing the Delivered ContentLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Describe the delivered content• Know how to use the delivered content

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

• Add a new environment• Set the environment status• View the user log• Describe the backup and restore procedure• View your environment in SQL

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

• Create dimensions• Create properties and hierarchies• Maintain the dimension members



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

• Present the different model types• Create and optimize a model• Provide access to the model

Lesson: Changing Existing StructuresLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Explain the possible modifications to an existing model• Add a dimension to a model• Modify the properties or IDs of a dimension• Delete dimension members



Unit 3Data Manager

Unit OverviewThis unit serves to familiarize you with the Data Manager.

You populate your applications with transaction data imported from flat files using the DataManager. Some flat files contain correct dimension members and do not require mapping.Some flat files contain incorrect dimension members and require mapping.

Lesson: Importing Flat FilesLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Load a file to the server• Preview a file to analyze the structure• Define and validate a transformation file• Import a file using a Data Manager package• Check the package status.

Lesson: Using Data Manager Planning FunctionsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Explain how to use the delivered packages for planning purposes• Use the copy package to create forecast data

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

• Explain some of the options for transforming data using the trans-formation file and conversion file.



Lesson: Using Advanced Data Manager FeaturesLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Describe the different update modes when importing data• Describe packages using SQL as a source



Unit 4Business Logic

Unit OverviewThis units covers the different types of calculations (logic) you can use in Planning andConsolidation.

Lesson: Using Worksheet formulas and EPM functionsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Explain when to use Excel formulas and EPM functions.• Use Excel formulas and EPM functions.

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

• Use dimension member formulas to do on the fly calculations• Explain the pros and cons of using dimension member formulas

Lesson: Running Logic in Real TimeLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Run script logic files as data is imported or input into the model

Lesson: Running Logic in Batch ModeLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Run script logic using Data Manager packages



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

• Present the allocation engine• Create and run a logic for an allocation

Lesson: Using Advanced LogicLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Describe stored procedures• Use the logic debugger and logic assistant• Use advanced statements in logics

Lesson: Using Business Rules for PlanningLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Describe the different business rule types• Decide whether you would like to use a business rule in a planning scenario



Unit 5Administration of Planning and

ConsolidationUnit OverviewThis unit covers the different features used in Planning and Consolidation administration, likesecurity, work status, and so on.

Lesson: Maintaining SecurityLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Explain the different security components• Define security parameters

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

• Describe the work status concept• Set up and use work status

Lesson: Designing ProcessesLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Create process templates• Execute processes• Run audit reports for processes

Lesson: Setting Up JournalsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Explain the role of the journal template in a model



• Discuss the journal security options• Describe the options for posting and reporting on journal entries

Lesson: Creating Document Types for Web AccessLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Create document types and document subtypes• Post a document

Lesson: Setting Up and Using AuditsLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Present the different audit reports• Manage data audit

Lesson: Configuring Drill-ThroughLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Set up drill-through for SQL and journal tables• Set up drill-through for any URL

Lesson: Setting Up Automated Variance AnalysisLesson ObjectivesAfter completing this lesson, the participant will be able to:

• Set up key performance indicators (KPIs)• Use the different types of analysis


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