BPC Session1

SAP BusinessPlanning andConsolidation

Administrator Training

Session 1

SAP AG 2007, SAP Business Planning and Consolidation / 2

Agenda

Session 1Course ObjectivesWhat is SAP Business Planning and Consolidation?SAP Business Planning and Consolidation ArchitecturePetDepot Overview and RequirementsDevelopment PhaseGetting StartedCreating an Application SetCreating Dimensions and Properties


Agenda

Session 2Creating Applications and Adding DimensionsOptimizationIntroduction to SAP Business Planning and Consolidation LogicLoading and Validating Data

Session 3BPC for Excel– Navigation– Working with Dynamic Report and Schedule Templates– BPC Comments– Book Publication

BPC Web– Content Library– Live Reporting

BPC for WordBPC for PowerPoint


Agenda

Session 4SecurityWork StatusBusiness Process FlowsAudit

Session 5SAP Business Planning and Consolidation Case Study


Course Objective

To develop a basic application set based on the best practiceimplementation methodology used by SAP Business Planningand Consolidation consultants and partners.


What is SAP Business Planning and Consolidation ?

A single, unified, Enterprise-wide solution.A web-based, collaborative solution that unifies the businessplanning and performance management process.


SAP Business Planning and ConsolidationArchitecture

SAP Business Planning and Consolidation is based on SOA (ServiceOriented Architecture).SAP has created a collection of services, for example:– Shared Query Engine– File Service– Authentication

This architecture allows for enhancements and fixes to beimplemented more easily.


SAP Business Planning and ConsolidationHigh-Level Architecture


Example of an SAP Business Planning and ConsolidationMulti-Server Environment

File Server

ApplicationServer

WebServer

Database Server

OLAP ServerAll servers communicate to the Application Server

WebServer is a client to the Application Server

Database ServerOLAP Server

Note: The server components can also be run in a single-serverenvironment.


Database Schema – SQL Server

Is used as the underlying RDBMS for SAP Business Planning andConsolidation.Is used to store data.Contains fact tables, dimension tables, and meta data tables.


Database Schema – Analysis Services

Uses the SQL Server database as its source.Contains the following:– OLAP Databases– Cubes– Dimensions– Aggregated data


OLAP: Defined

OLAP is an acronym for On-Line Analytical Processing.It is a database technology that was developed specifically forviewing and analyzing data.It is distinguished from On-Line Transaction Processing, which storestransactions in a relational, two-dimensional database.


OLAP

Is used to analyze summarized data rather than detailed transactions.Is multidimensional.– Data is arranged and viewed in cubes instead of tables.– This enables a quicker and more intuitive navigation of data.


OLAP: Structural Elements

OLAP databases contain three basic structural elements:DimensionsMeasuresCubes


Terminology: Dimensions

Dimensions consist of members.If the members of the dimension are arranged in a hierarchical order,the relationship between members is described with terms such asParent, Child, and Sibling.

Flatdimension

Dimensionmembers

Hierarchicaldimension

Dimensionmembers


Terminology: Measures

Measures allows you to change the view of your data:PeriodicWeek to date (WTD)Month to date (MTD)Quarter to date (QTD)Year to date (YTD)


Terminology: Cubes

Cubes are where data is stored in an OLAP database.A Cube is equivalent to a table in a relational database.Cubes allow up to 20 dimensions.– A cube that stores BPC data might be called “Finance”


Terminology: Application Sets

An application set is a group of applications.

An application set contains a set of dimensions that may be sharedamong its applications.An application set is equivalent to a single MS Analysis servicesdatabase.


Terminology: Applications

An application is a functional unit used for a particular purpose (e.g.Finance application, Sales application).Applications may share dimensions with other applications within thesame application set, or have dimensions that are unique.

In MS Analysis Services, an application is equivalent to a cube.


Application Sets & Applications

Application Set MS Analysis Services database

Applications MS Analysis Services cubes


Terminology: Properties

Dimension members are described by Properties.

ExtSales

External Sales(Description)

Inc(AccType)

Profit & Loss(Group)

Y(Scaling)


Terminology: Data

Data is described by dimension members.

120,000

Budget

2008.JanStore1

ExtSales


Summit Implementation Methodology

Implement

Initiate Design &Plan Configure Develop Tune Deploy Review


Develop

Application consultant training based on the Development task:Create Dimensions

Create Applications

Create Logic/ Calculations

Load and Validate Data

Develop Reports and Input Schedules

Set up Security

Define Work Status

Develop Business Process Flows

Enable BPC Audit


PetDepot Company Overview

Specialty retailer of pet food, supplies, and services.Founded in 1975.Employee-owned corporation, with corporate headquarters inSt. Louis, Missouri.Company Mission Statement:– To provide the highest level of health, happiness, and comfort to

companion animals and their owners.

Stores located across United States and in Europe.


PetDepot Store Structure

In the United States, Pet Depot has opened and maintained 21 stores.– Across continental U.S., in 16 states total.– Stores typically located in large metropolitan areas.

Currently four stores have been opened in Europe.– United Kingdom– Switzerland

Stores fit into three store types.– Small– Mid-Size– Large


PetDepot Corporate Goals

To increase market share on an international basis.– Expand into several markets in US.– Open additional distribution centers and retail stores in Europe.

- New branches in Italy, Germany, France, and Norway– Establish an Asia-Pacific Division.

To increase Net Income.– Increase Total Revenue by 25% this year.– Reduce Cost of Goods Sold, and focus on reducing Total Operating

Expenses.– Increase Total Revenue per Employee.


PetDepot System Requirements

Require enterprise-wide, web-based solution.Need to perform the following processes:– Actuals - Financial reporting and analysis

- Current year and Next year.- Net Income, Balance Sheet, and Gross Margin analysis.- Across all stores and regions, with ability to view in local and converted

currencies.– Budgeting– Forecasting– Performance Management


PetDepot Solution

After product evaluation, selected SAP Business Planning andConsolidation because it:

Is unified and integrated for required business processes.Leverages existing Pet Depot technologies such as Excel, SQLServer, and Internet Explorer.Contains built-in financial functionality.– Foreign Currency Conversion– InterCompany Eliminations

Has a rich set of analysis and reporting options available for thevariety of Pet Depot system users.Provides a centralized web-based system for company informationsharing and collaboration.


PetDepot Business Dimensions

Time– Current year, Next year

Category– Actual, Budget, monthly Forecasts, What-if analysis

Account– Income Statement, Balance Sheet, Cash Flow, KPI’s

Entity– Stores, organized by Region and by Store Type

RptCurrency– Local Currency, USD, EURO

DataSrc– Input, Adjustment, Total Adjusted

IntCo– For Inter Company Eliminations


DEMONSTRATION

Overview of PetDepot application set


APPSHARE PLACEHOLDER


SAP Business Planning and Consolidation AdministrationInstallation

From the Launch Page, click Client Software Center.


SAP Business Planning and Consolidation AdministrationInstallation

From the Software Center, click BPC Administration Installation.


SAP Business Planning and Consolidation Administration

SAP Business Planning and Consolidation (BPC) Administration letsyou build and maintain BPC applications.With BPC Administration, you can:– Create new application sets.– Create and maintain applications and dimensions.– Create and maintain formulas and logic.– Create and maintain users and security.– Create and maintain business process flows.


Administrator Roles

There are different types of administrators in SAP Business Planningand Consolidation, with different roles and access to different tasks.An administrator may have one or both of these roles:– Application Administrator– System Administrator


Administrator Rights

Application Administrator:– Builds and maintains the applications.– Has read access to all data (could also be a business manager for a finance

entity).

System Administrator:– IT person responsible for NT server setup and network/internet

administration.– Has technical access to data (not operational access).– Can build Application Sets.


Creating a New Application Set

You begin by copying an existing application set, and then youcustomize the application set by creating new applications,dimensions, and members.ApShell is an application set used as a starting point for clientimplementations.

Note: Only a user with System Administrator rights can create anew application set.


ApShell

Is the sample application set that is included with the BPCinstallation.Contains the tools required to build client application sets andapplications.Can be used as a starting point and as a point of reference.


Launching SAP Business Planning and ConsolidationAdministration

From the Launch Page, click BPC Administration.


BPC Administration Web Page

Click on an Action Pane item to log in.


The Connection Wizard

Guides you through the process of connecting to the BPC server.Step 1: Enter Server nameStep 2: Select logon option– Use my Windows user ID and password– Use a different user ID and password

Step 3: Select default application setStep 4: Review summary informationClick “Finish”, which brings you to…


BPC Login

Select Application SetAccess Connection WizardLogin by clicking OK


The Action Pane

Is context-sensitive. What you select from the hierarchical view onthe left side determines which tasks appear in the Action Pane onthe right.


The Action Pane

If you select the application set on the left, the Action Pane willdisplay application set tasks.


Creating Application Sets

To create a new application set, click Add a new application set.


Creating a New Application Set

Copies the application set Webfolders to the new application set.Creates a copy of the relational SQL database.Creates a SQL database login role for the new relational database.Creates a copy of the Analysis Services database.Copies the published books, by copying the appropriate FileDBsubdirectories.Sets subdirectory security on the Webfolders subdirectories.Sets configuration parameters.


DEMONSTRATION

Lab 1Creating a New Application Set




QUIZ PLACEHOLDER


Develop – Create Dimensions

Create Dimensions

Create Applications

Create Logic/ Calculations

Load and Validate Data

Develop Reports and Input Schedules

Set up Security

Define Work Status

Develop Business Process Flows

Enable BPC Audit


Creating a New Dimension

You can create new dimensions in a BPC application set.– These then become shared dimensions that are available for use in any

application in the set.

Some dimensions are required dimensions and must exist in all theapplications within an application set.The dimension type determines the default properties to be includedin the dimension.You may add additional properties as needed.


Dimension Types

Required in each application:– A = Account type dimension– C = Category type dimension– E = Entity type dimension– T = Time type dimension

Required in each application set:– R = Currency type dimension– Needed to validate currencies entered in the Entity dimension.– Does not have to be part of any applications within the set.

Required for Intercompany Eliminations:– I = Intercompany

You can also create additional dimensions as needed:– Un = User Defined dimension type. For each user defined dimension you

create, the number (n) will be incremented. For example, U1, U2, U3, etc.


Member Sheets

Are where the members of each dimension (and the memberproperties) in your application are defined.Are .xls files that have the same name as the dimension.– For example: the Member Sheet for the dimension named Account is

“Account.xls”– When you create a new dimension, a Member Sheet is automatically

created, with column headings for every property that has been definedusing “Manage dimension property”

Member sheet

Members


Creating Dimensions

If you select Dimension Library on the left, the Action Pane willdisplay dimension tasks.


Creating Dimensions

To create add a new dimension, click Add a new dimension.


Maintaining Dimension Members

If you select a dimension on the left, the Action Pane will displaytasks specific to that dimension.



To view or edit dimension members, click Maintain dimensionmembers.



The dimension member sheet is contained in an Excel worksheetthat you can modify using Excel functionality.


Dimension Properties

Every dimension has required properties.Properties appear as columns in the dimension member sheets.Assigning properties allows you to filter on specific property valuesin:– Reporting– Member lookups– Logic formulas– Data manager selections


Maintaining Properties

To view or edit dimension properties, click Maintain dimensionproperty.


Maintaining Properties

Property name: name of the property.Length: maximum alpha-numeric size of the property values.InApp: selecting this checkbox will store the property values in theOLAP cube, which will allow you to write MDX queries using thatproperty.


Creating Hierarchies

Hierarchies can be defined for any/all dimensions, but are notrequired.This property does not appear in the property list in “Maintaindimension property”.To define a hierarchy: add the PARENT property as a column directlyin a dimension member sheet via “Maintain dimension members”.Parent properties must be named as follows:– PARENTHn where n is the number of the hierarchy. For example:

PARENTH1, PARENTH2, etc.– You will have a PARENTHn column for each different hierarchy rollup

within the dimension.– Use the PARENTHn column to define the parent for each member – the

parent must be a valid member ID.


Multiple Hierarchies

You can have more than one hierarchy within the samedimension.

The entity STORE1 reports to the parent CONUS defined in thePARENTH1 column.The entity STORE1 also reports to the parent CONSMALL defined inthe PARENTH2 column.


DEMONSTRATION

Lab 2Updating the Account Dimension

Lab 3Creating a Product Dimension

Lab 4Updating the Time Dimension

Lab 5Updating the Category Dimension

Lab 6Updating the Inputcurrency Dimension

Lab 7Updating the Entity dimension and Creating a Hierarchy

Lab 8Updating the IntCo Dimension




QUIZ PLACEHOLDER


End of Session 1

Thank You!

Have a nice day…

Documents

BPC Session1