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Business Planning Understanding SAP Business Planning & Consolidations Tips, Tricks & Lessons Learned 10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL

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Page 1: BPC Tricks,Tips

Business Planning Understanding SAP Business Planning & Consolidations Tips, Tricks & Lessons Learned

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL

Page 2: BPC Tricks,Tips

Topics we’ll cover

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 2

•  Understand common Planning Goals •  Get Insight into the Business Planning and Consolidation Solution. •  Learn how to determine the sequence of installation, upgrade, or

integration steps for SAP Business Planning and Consolidation while taking into account your existing SAP environment

•  Understand upgrade and implementation alternatives for a stand-alone deployment, an add-on approach, and support pack options

•  Get tips for migrating from the 7.0 and 7.5 releases to 10.0, including what areas will require the most effort — such as transitioning your data

•  Get advice on how to strategically phase out unsupported, or unneeded, solutions

•  Get details on the SAP HANA migration path from SAP NetWeaver BW and SAP NetWeaver BW Accelerator and how it compares to a traditional database migration effort

Page 3: BPC Tricks,Tips

Agenda •  The Planning Process •  Benefits of a Business Planning Solution •  BPC, an Overview •  The EPM Add-In •  Understanding the BPC Architecture •  Installing / Upgrading BPC •  Leading a successful BPC Implementation •  Demo – A Sales Planning Solution • Wrap Up

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 3

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Planning & Consolidation Goals •  Align financial and operational plans with strategic

objectives and goals

•  Improve planning accuracy and associated costs

•  Reduce budget cycle time

•  Spend more time on analysis and less time on transactional work

•  Quickly model potential business strategies and decide on a course of action that maximizes value creation

•  Have confidence in financial results and reports 10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 4

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Top Pressures Year Over Year

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34%

42%

34%

37%

24%

25%

32%

29%

39%

21%

22%

34%

41%

47%

0% 10% 20% 30% 40% 50%

Current processes are too long &

resource intensive

Current/past accuracy of the budget

negatively impacts corporate performance

Corporate mandates for cost control

Need to better align Planning/ Budgeting with corporate goals

Market volatility creates the need to dynamically account for change ('agility')

2010

2009

2008

Percentage of Respondents

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The Essential Ingredients of Financial Excellence Financial excellence –  Financial excellence is achieved when resources, people, and technology are

combined to optimize and streamline processes, decrease operating costs, manage business performance, and avoid certain risks

•  Gaining efficiency in Finance

•  Optimize working capital

•  Driving strategy and growth

•  Managing risk and compliance

Financial close –  A streamlined, efficient, and high-quality financial close is a key ingredient of financial

excellence –  Initial wave during the late 1990s –  Now re-emerging due to close times slowing in recent years

•  Processes were not industrialized

•  Underestimated the impact of SOX

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The Average Company…

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Takes 95 days to complete a budget

Budgets 230 line items

Uses 25K person days per

$bn revenue for performance measurement

Takes 4.5 months to develop a financial

plan

Takes 21 days to complete a forecast

Source: “AnswerThink Consulting/The Hackett Group”: www.sterlinghoffman.com/newsletter/articles/article300.html

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Today’s Challenges The dynamic regulatory landscape –  IFRS –  EU Accounts Modernization Directive –  Sarbanes-Oxley Act (SOX)

Requirement for faster reporting –  Section 409 of SOX for material events –  Accelerated SEC 10K/10Q filing deadlines

Need for greater accuracy –  Section 302 of SOX management certification –  Section 404 of SOX audited reporting of

internal controls

SOX-related close and audit takes longer –  52% of the 100 largest US corporations added an average of 5 days to close times

over last 5 years –  71% of companies surveyed added an average of 19 days to their audit sign-off

period over the last 5 years

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 8

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Common Problems

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Data – Accuracy and predictability •  Historical data in multiple systems

and spreadsheets — No central, data store

Process – Efficiency and standards •  No linkage and enforcement with

standard business processes •  Budgeting process takes too long and

is error prone Execution – Usability and adaptability •  Existing planning products are

difficult to use and inflexible — Designed for power users

•  Too much dependency on IT for business-specific tasks

Source: CFO.com (2008): A complete view of the enterprise: linking operational and financial planning in global organizations

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Trend: Strategic Actions of Best-in-Class Planning for the Year

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 10

28%

52%

40%

20%

40%

19%

19%

38%

41%

47%

0% 10% 20% 30% 40% 50% 60%

Develop a consolidated view of the process and the results to be available on demand

Improve data quality

Involve more decision-makers in the planning/budgeting/forecasting process

Automate the process flows associated with the budget process

Develop a formal planning/budgeting/ forecasting workflow process

Percentage of Respondents

2010 2009

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Agenda •  The Planning Process •  Benefits of a Business Planning Solution •  BPC, an Overview •  The EPM Add-In •  Understanding the BPC Architecture •  Installing / Upgrading BPC •  Leading a successful BPC Implementation •  Demo – A Sales Planning Solution • Wrap Up

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 11

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Benefits of an Agile Planning Solution

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 12

Anticipated ROI of 50% to 150%, and 6- to 12-month payback. Can reduce the duration of the planning cycle by 30% to 90%, and reduce the cost by 25% to 75%.” Source: 2009 Gartner-Financial Executives International Technology Survey

“  Firms enjoying best-in-class performance share several common characteristics

•  100% of best-in-class companies have invested in planning, budgeting, and forecasting applications

•  72% of best-in-class companies have the ability to reforecast as market conditions change

•  92% of best-in-class companies have established enterprise-wide collaboration from the top-down and across departments/divisions during the planning process

•  70% of best-in-class companies have the visibility that allows them to drill down to successive level of detail and 60% have the ability to perform multi-dimensional roll-ups

Source:  Financial  Planning,  Budge4ng,  and  Forecas4ng  -­‐  Managing  in  Uncertain  Economic  Times.  Aberdeen  Group.  January  2009  

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Benefits of a Fast, High-Quality Financial Close

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The benefits of a fast close •  Improved control systems and

processes at lower cost

•  Greater quality and greater efficiency

•  Faster access to financial information for decision making

•  More time for value-add financial analysis

•  Ability to respond to management requests and support key initiatives

•  Marketing tool

•  Work-life balance for accounting

Benefits Derived from Cycle Time Reduction

Source: Business Objects (now SAP) Fast Close Survey. BPM Magazine. May 2006

Redeployment of staff and resources towards more value-added activities Ability to meet regulators’ deadlines I do not see any value in cycle time reduction Be able to work fewer hours, less late nights and weekends Cost reduction

62%

7%

8%

13%

10%

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66% 59% 61%

52%

38% 40%

32% 27%

20%

0%

20%

40%

60%

80%

Ability to reforecast as market conditions

change

Ability to perform “what-if” scenarios and change analysis

Ability to incorporate business drivers into

the on-going forecasting process

Perc

enta

ge o

f Re

spon

dent

s, n

= 1

71 Best-in-Class Industry Average Laggard

Dynamic Planning Capabilities

Source: “How Best-in-Class Companies Plan, Budget and Forecast in Today’s Dynamic World”, Aberdeen Group, 2010

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Cost of Planning

Cost as a percent of revenue

Source: The Hackett Group

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Critical Differences Laggards (34%) Industry Norm (54%) Best-In-Class (12%)

Detailed Information on Profitability and Cost of Key

Customers, Products, and Channels

Standard Costing with Limited Information on Cross-

Functional Business and Financial Impacts

Knowledge

Closed-Loop Root Cause Analysis Across the

Value Chain

Periodic Reactive Review Based on Line of Business

Against Plan Processes

Leverage Root Cause Analysis and Simulation

Tools to Augment Traditional Systems

Spreadsheet and Use of Line- by-Line Analysis of Actual

vs. Plan Technology

Integrated Set of Metrics That Are Internally and

Externally Focused in a True Balanced Scorecard

Separate Metrics for Each Functional Area Metrics

Source: “The Corporate Performance Management Benchmark Report” Stanley Elbaum, Aberdeen Group, 2004

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What’s a Fast Close?

How fast is fast? –  The average time to report year-end or

fourth-quarter results in 2007/2008 was: •  29 days in the United States •  50 days in Europe

–  Over the last five years, the close got generally faster in Europe yet slower in the United States •  Impact of SOX

–  Times for internal management reporting are broadly similar

Source: BPMi Global Close Cycle Rankings 2008

Upper Quartile Middle Quartiles Lower Quartile Best Worst

Europe <8 9-15 >16 2 55

United States <7 8-14 >15 1 22

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The Role of Technology

•  Data entry and validation –  Intelligent checks and filtering –  Consistent, complete, and

commented

•  High performance –  Simultaneous, parallel processing

–  Must not compromise on audit trail

•  Process automation –  Built-in rules logic to automate

entries –  Multiple reporting channels –  Retain past frameworks

•  Ease of use –  Web and Microsoft Office –  Workflow and process monitoring –  Owned and managed by business

users

Source: Jens Koerner

Page 19: BPC Tricks,Tips

Agenda •  The Planning Process •  Benefits of a Business Planning Solution •  BPC, an Overview •  The EPM Add-In •  Understanding the BPC Architecture •  Installing / Upgrading BPC •  Leading a successful BPC Implementation •  Demo – A Sales Planning Solution • Wrap Up

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 19

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Analytic Applications

Governance, Risk, and Compliance

Enterprise Performance Management

Business Intelligence

Data Warehousing

Enterprise Information Management

Business analytics solutions from SAP Our approach

Analytic Capabilities

Collaboration

Data Sources Access

Services and Best Practices Source: SAP

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Our solutions for enterprise performance management for finance

Align better Drive consistent execution of strategy Ensure everybody is on the same page by linking goals, metrics, and plans throughout the organization

Adapt better Increase organizational agility Be prepared and able to rapidly adjust plans and realign resources to seize opportunities or mitigate risks

Operate better Improve profitability and efficiency Make informed decisions that drive the bottom line and reduce the time and cost of regulatory compliance

Solution today

Strategy Management Planning, Budgeting, and

Forecasting Profitability and Cost

Management Financial Consolidation Disclosure Management

Strategize & Prioritize

Plan & Execute

Monitor & Analyze

Model & Optimize

Source: SAP

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What do most companies use today?

Source: SAP

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Introducing Business Planning and Consolidations

Financial reporting and analysis •  Ad hoc •  Variance analysis •  Driver analysis (industry,

growth, capacity, etc.)

Forecasting and consensus building •  Rolling forecasts •  Continuous planning •  Collaboration

Business planning •  Budgeting •  Sales/revenue planning •  Capital expenditure planning •  Headcount/staffing •  Expense planning •  Cash flow/liquidity planning

Consolidation •  Intercompany matching/

reconciliation •  Intercompany eliminations •  Management roll-ups •  Legal consolidation

Planning, budgeting, forecasting, and financial consolidation in one application

Source: SAP

Page 24: BPC Tricks,Tips

SAP Business Planning and Consolidation*

Familiar and easy to use ●  Increase user adoption with a solution that

leverages native Microsoft Office tools (e.g., Excel) and Web browsers

Process-centric ●  Guide users and drive process consistency

with configurable business process flows

Unified ●  Save time and reduce errors with a single,

integrated solution for planning and consolidation

* Available in a version for the Microsoft platform and a version for SAP NetWeaver®

Streamlined planning and a faster, more compliant close

Source: SAP

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What’s Different This Time? •  In the past SAP has made attempts to adopt Microsoft Office as its

key frontend tool but in doing so has stifled the capabilities. –  i.e. Excel In-Place provided no capability to utilize any of the

special features that Excel has to offer. •  BPC has a unique approach to its integration with Microsoft Office •  Unlike previous SAP planning or consolidations tools that tried to

retrofit Excel into SAP, BPC uses the full features and functions of Excel leveraging SAP. This enables end users to leverage the full power of Microsoft Excel!

•  BPC in essence is Excel ++

Page 26: BPC Tricks,Tips

Understanding the different SAP Business Planning and Consolidation releases

1.  SAP Business Planning and Consolidation 7.0, version for the Microsoft platform succeeds the 5.1 release

2.  SAP Business Planning and Consolidation 7.0, version for SAP NetWeaver is a new product running on the SAP NetWeaver platform (it is not a successor to the 5.1 release)

Going forward, SAP is continuing to invest in both versions

SAP Business Planning and Consolidation is available as two distinct (separately priced) applications/platforms – version for SAP NetWeaver and version for the Microsoft platform

SAP is pursuing a dual release product strategy

The 10.0 releases of both versions are currently in unrestricted shipment (general availability)

2013

2007 5.1 Release

Version for the Microsoft Platform

Version for SAP NetWeaver

10.0 Release

10.0 Release

7.0 Release

7.0 Release

7.5 Release

7.5 Release

Generally Available Generally Available

Acquired from OutlookSoft

•  Version for the Microsoft platform requires Microsoft SQL Server

•  Version for SAP NetWeaver supports any database supported by underlying SAP NetWeaver platform

Source: SAP

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Similarities and differences between versions Similar functionality, but not identical Dimension Management

Concurrency Locking

Data Manager

Audit Reports

Environment Shell User

Activity

Logic Script

Shared Query Engine VERSION FOR THE MICROSOFT PLATFORM VERSION FOR SAP

NETWEAVER

Automated Variance Analysis

SQL-Based Logic Script

Table Drill-Through

SAP NetWeaver BW Accelerator (SAP HANA*) support

Granular Transports (Lifecycle Management)

BAdI Framework for Enhancements

SSIS Packages Process Chains

SIMILAR CAPABILITIES

Microsoft Office Clients Web Reporting

Drag-and-drop report design Business Process Flows

Workspace URL Drill-through

BI Platform Integration Documents view

Ownership Manager User Management

Model Mgmt Business Rules 64-bit support

Books

Microsoft SQL Server Database Only

Optimize Application

Web-Based Admin

SAP NetWeaver Authorizations

Active Directory

Controls and Consolidation Monitors

Drag-and-drop hierarchy editing over the Web Global Cache

Source: SAP

Page 28: BPC Tricks,Tips

Agenda •  The Planning Process •  Benefits of a Business Planning Solution •  BPC, an Overview •  The EPM Add-In •  Understanding the BPC Architecture •  Installing / Upgrading BPC •  Leading a successful BPC Implementation •  Demo – A Sales Planning Solution • Wrap Up

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 28

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Introduction to the EPM Add-In •  The EPM Add-In is the new frontend for EPM 10.0 products, but the tool is not

limited to usage within the EPM Suite. In fact it can be used for Excel Reporting on a number of different solutions.

–  Profitability and Cost Management –  SAP Strategy Management –  Business Planning and Consolidations

•  NetWeaver •  Microsoft

–  Any system with an ODBO connection. •  SAP BW •  Microsoft Analysis Services •  And more…

•  In order to successfully implement BPC it is paramount to understand the rich features available within the tool in order to effectively utilize the vast set of capabilities that the application has to offer.

•  Remember this is what the end user will see and the measure of success a project has is based on ‘user adoption’.

Page 30: BPC Tricks,Tips

SSAS – SQL Server Analysis Services BW – SAP Business Warehouse ODBO – OLD DB for OLAP XMLA – XML for Analysis WS – Web Services

EPM applications can be reached via several connection types:

•  SAP BOPC 10 cubes for both Microsoft and NetWeaver versions can be queried from the EPM add-in using two different kinds of connections:

§  Web Services §  ODBO provider (a particular ODBO provider for each NW and MS version).

The Connection Concept

SAP BO EPM add-in 10.0

SAP Financial Consolidation 10.0 Designer cubes

SAP Profitability and Cost Management 10.0

SAP Strategy Management 10.0

SAP BusinessObjects Planning and Consolidation, Version for NetWeaver 10.0

SAP BusinessObjects Planning and Consolidation, Version for Microsoft 10.0

SSAS, BW cubes

ODBO ODBO

ODBO WS WS

ODBO

+ Support of non EPM SSAS and BW cubes (through ODBO technology)

Page 31: BPC Tricks,Tips

Creating EPM Connections •  Local:

–  This connection type is for ODBO

connections, which can be built for FC SSAS cubes, FC BW cubes, SSAS standard cubes, BW standard cubes, PCM ODBO provider, SSM ODBO provider, BPC MS ODBO provider and SAP BW OLE DB provider.

–  An ODBO connection doesn’t allow data input, and is only used for data retrieval. Data Manager features are also not reachable with an ODBO connection. However, the usage of custom members (to build some complex MDX calculated members) can only be performed with an ODBO connection.

•  Planning & Consolidation:

–  This type is for Web Service connections, on the top of BPC 10 MS and BPC 10 NW.

–  A Web service connection allows data input, and the use of the Data Manager ribbon, but does not support the creation of custom members.

Page 32: BPC Tricks,Tips

Creating EPM Connections Manual Connections

• 

Manually created connections are always stored in the EPM – Connection Manager window

Page 33: BPC Tricks,Tips

Creating EPM Connections Manual Connections

• 

Page 34: BPC Tricks,Tips

Creating EPM Connections Automatic Connections

Automatically created connections, accessed from the BPC web portal, are not stored in the EPM – Connection Manager window.

Page 35: BPC Tricks,Tips

EPM Add-In Jumpstart Some EPM Add In Basics that are critical to understand in order to lead a successful implementation.

•  EPM Toolbar •  Context Bar •  EPM Pane •  Report Editor •  Building Input Forms and Reports •  Options (Report Editor vs Sheet Options vs User Options) •  Formatting •  Multi-source Reports •  Advanced Cell Formulas •  Member Recognition

Page 36: BPC Tricks,Tips

EPM Toolbar The EPM Add-in installs two toolbars, one for EPM reporting called EPM, and one for batch data processing called Data Manager

Page 37: BPC Tricks,Tips

EPM Context Bar The Context Bar provides a view into the data that they are planning against and provides a way to quickly change to different intersections for planning and viewing data. The Context Bar acts much like single selection user variables in BEx minus the ability to create user-exits on those variables.

Page 38: BPC Tricks,Tips

EPM Context Bar By selecting the dropdown menu, the member selector appears. You will see only members that you have authorizations to

Page 39: BPC Tricks,Tips

EPM Context Bar The Context Bar can be customized per worksheet using the Context Options Menu

Dimensions can be hidden and/or locked by worksheet or workbook

Page 40: BPC Tricks,Tips

EPM Pane The EPM Pane can be a quick way to build and/or edit reports. It is also a great way once you understand the model you are working with to perform ad-hoc

analysis of your business data.

Page 41: BPC Tricks,Tips

EPM Report Editor The Report Editor has the most comprehensive set of features available for building Input Forms and Reports vs. the EPM Pane and direct cell entry

Page 42: BPC Tricks,Tips

EPM Report Editor The Report Editor has ten tabs where you can customize aspects of your report such as read only members, report expansion behavior, formatting sheet, creating local members, sorting, and filtering

These robust features permits maximum flexibility in reporting and planning layouts.

Page 43: BPC Tricks,Tips

Building reports and input forms Once logged into the EPM data source, click the New Report button (1) or drag & drop dimensions from the dimension list in the EPM Pane to the row axis and columns axis (2).

1 2

Or

Page 44: BPC Tricks,Tips

Building reports and input forms Once your report is generated, you can access its options (tabs) by clicking the Edit Report button (1). The Report Editor opens with a list of options and tabs (2).

2 1

By selecting Use as Input Form option (3), the Save Data button will become available (4), when coming back to your report.

3

Page 45: BPC Tricks,Tips

Building reports and input forms Click on the Account dimension in row axis on the EPM Pane (1) in order to define the desired expansion. The Member Selector opens and you can now define your Account expansion.

5

1

Select PL600 account member (2), and Member and Descendants in the Selection Relationship drop-down (3), and move it to the Selected Members window, by clicking the right arrow button (4), and click OK (5).

3

2

4

Page 46: BPC Tricks,Tips

Building reports and input forms You report now displays NetIncome and all its descendants for the Account dimension.

• 

Page 47: BPC Tricks,Tips

EPM Options The difference between Report Editor Options, Sheet Options, and User Options

Ø  Report Options are specific to a single report Ø  Sheet Options apply to all reports on the worksheet Ø  User options are specific by user and can create different user experiences for

the same input forms and report Ø  All options are documented in the EPM End User Guide Ø  Specific Option settings will be covered in the workbook design section as they

are specific to individual reports and workbooks

Page 48: BPC Tricks,Tips

Formatting For each report, you can decide to apply a formatting by clicking the View Formats button on the EPM tab (1). A new sheet appears in your workbook (called EPMFormattingSheet) (2).

1

2

Page 49: BPC Tricks,Tips

Formatting •  Apply some formatting to the desired sections. •  Be aware of the priority (read from the top to the bottom).

Page 50: BPC Tricks,Tips

Formatting Return to Sheet1 worksheet and click the Edit Report button (1). Under the Options tab click the Apply Dynamic Formatting checkbox and choose EPMFormattingSheet in the drop-down box (2).

1

2

3

Back to your report, the formatting is applied (3) according to the EPMFormattingSheet definition.

Page 51: BPC Tricks,Tips

Multi-source reports Using the EPM Add-in, you can display two reports belonging to different data sources on the same worksheet.

1

2

Report 1 is linked to a Planning and Consolidation connection.

Report 2 is linked to a native BW cube through ODBO driver connection.

Note that the Active Connection drop-down in the EPM Pane references all data sources which you are simultaneously connected to. And you can add new connections directly from here choosing the Select Another connection link:

Page 52: BPC Tricks,Tips

Multi-source reports When displaying several reports on the same spreadsheet, you can turn on the

Axis Sharing Feature.

• 

1 2

Report 1 is linked to a Planning and Consolidation connection, and shares its row axis with Report 2.

Report 2 is linked to the same Planning and Consolidation connection, and displays another dimension in columns.

Page 53: BPC Tricks,Tips

Advanced cell-based formulas •  Some EPM functions enable you to perform some actions on reports or input

forms. Those functions are complementary to the EPM Add-in interface, and might allow your reports or input form to be even more dynamic.

•  EPMCopyRange, very useful formula.

–  This function enables you to add and repeat the content of a range of cells until the bottom (columns) or the right side (rows) of a report is reached. The range is added to the data grid and to the shift zones (if there are ones), starting after the row axis and below the column axis.

–  Typically, this function is very useful when you use hidden columns between your row headers and your data range (what we call shifting columns).

–  This function is not the official successor for Before Range/After Range. The new method for building Before and After Range would be to either use the Sorting & Grouping feature in the axis definition, or use the new EPMInsertCellsBeforeAfterBlock directly in the report.

Page 54: BPC Tricks,Tips

Advanced cell-based formulas = EPMCopyRange("000",TRUE,A2:D2)

•  Here, the formula is used to copy a formatting range down the rows.

•  It is applied for the shift column (column B), as well as for the data grid.

•  The source definition of the formats to apply is placed in cells A2:D2, above the report.

•  In cells A2:D2, you can also add formulas to retrieve comments instead of data for example.

Page 55: BPC Tricks,Tips

Advanced cell-based formulas = EPMDimensionOverride("000;001",“TIME",B20)

Ø EPMDimensionOverride formula offers the ability to reference former MemberSet cell (from an EVDRE report), so that your expansion in EPM Add-in will retrieve the same result. Former MemberSet parameters can be used (MEMBERS, BAS,SELF,LDEP(n), etc…)

Ø In this example, the formula will override the member selection for the TIME dimension in reports 000 and 001. The dimension member selection performed in the Member Selector is replaced by value in cell B20.

Page 56: BPC Tricks,Tips

Activating Member Recognition Member Recognition is a key component in building more complicated reports and driving report and column headers from your context

Page 57: BPC Tricks,Tips

EPM Add-in client vs. Web client EPM Add-in client

•  Installed on client machine (no need to be aligned with BPC server SP) •  Supports advanced reporting and input form

Ø  Easy drag & drop feature and axis selection Ø  Complex formatting Ø  Sorting, ranking, filtering, and spreading capabilities Ø  Advanced member selections, data offsets Ø  Member recognition Ø  Use of BPC VBA macros and advanced cell-based formulas Ø  Workbook supports multiple reports, input schedules and sources Ø  Report links for ad hoc analysis

•  Can run data manager process chains and execute drill-through •  Ribbon customization •  Enhanced Word and PowerPoint integration •  Create Distribution and Book templates

Page 58: BPC Tricks,Tips

EPM Add-in client vs. Web client Web client

•  Zero footprint and can work on client computers not running Microsoft Office

•  Administrative and general navigation functions for BPC 10.0 NW Ø  Create models, business process flows and business rules, Ø Manage documents, web content management and audit reports Ø  Design and leverage Consolidation Monitor

•  Workspaces allow for web reports, schedules and dashboards to be easily consumed by users

•  Supports simple reporting and data input, to augment EPM Excel capabilities Ø  Can filter on members, sort fields, change layout and show charts Ø  Using Dashboard Designer 4.0 can allow for more complex scenarios using flash files

Page 59: BPC Tricks,Tips

EPM Add-in client vs. Web client Web  client Excel  client  

Formulas •  The  dimension  member  formulas  work  with  web  client.  

•  Report  specific  formulas  can’t  be  created  on  the  web  client.  

•  Excel  formulas  can  be  created  and  used.  •  Formulas  on    summa4on,  calcula4ons  

parent  node  values  (instead  of  fetching  values  from  backend)  can  be  done.  

•  VB  scrip4ng  can  be  leveraged

FormaTng •  Web  client  does  not  have  report  formaTng  features  though  it  has  func4onality  to  use  chart  and  table  with  various  op4ons  for  chart.

•  Full  array  of  report  formaTng  features  are  available.  

•  In  addi4on,  Excel  formaTng  features  can  also  be  leveraged.

Data  Manager •  Data  Manager  packages  cannot  be  executed  from  the  web  client.

•  Data  manager  packages  can  be  executed  from  the  Excel  client.

Drill-­‐Through  

•  Drill-­‐Through  cannot  be  executed  from  the  web  client.  

•  Drill-­‐Through  can  be  executed  from  the  web  client.  

Page 60: BPC Tricks,Tips

EPM Add-in client vs. Web client Web  client Excel  client  

Addi4onal  features •   It  is  easier  to  integrate  reports  and  input  schedules  with  workspaces  and  library.  

•  Reports    allow  member  selec4ons,  sor4ng,  drag  and  drop  and  charts.  

•  Favorites  link

•  Excel  client  has  addi4onal  features  such  as  enhanced  member  selector,  direct  member  entry,  member  offset  ,    

•  spreading  etc.

Integra4on •  Web  client  can  report  data  from  SAP  BusinessObjects  Planning  and  Consolida4on  10.0  only.

•  Excel  client  can  report  data  from  other  EPM  products  as  well  as  external  systems  connected  through  ODBO  Excel  add-­‐in.    Mul4ple  reports  and  charts  can  be  added  to  a  workbook  (including  mul4ple  sources).

Installa4on •  Web  client  can  work  with  zero  footprint  and  also  with  client  machines  that  do  not  have  Microso]  Office.

•  Excel  client  needs  to  be  installed  on  the  client  machine  and  a  valid  connec4on  needs  to  be  created.  

Page 61: BPC Tricks,Tips

Agenda •  The Planning Process •  Benefits of a Business Planning Solution •  BPC, an Overview •  The EPM Add-In •  Understanding the BPC Architecture •  Installing / Upgrading BPC •  Leading a successful BPC Implementation •  Demo – A Sales Planning Solution • Wrap Up

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 61

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BPC Architecture...

•  The version of the product you choose has implications on the architectural layout of your solution.

–  If you are an SAP NetWeaver Shop •  Do you currently have SAP BWA? •  Do you want to use SAP HANA?

–  Are you comfortable with SUSE Linux as an organization?

•  Are you using SAP NetWeaver 7.3? –  If you choose SAP BPC, version for Microsoft Platform

•  Are you going to try to integrate with SAP ERP? •  Are you going to try to integrate with SAP BW? •  Are you currently using SQL Server 2012?

Page 63: BPC Tricks,Tips

SAP BPC 7.x, Version for BPC Microsoft

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 63

.NET Application Services (Application Logic Takes Place Here)

Windows Server (32-Bit)

IIS – Internet Information Services - SOAP Web Services -

Microsoft SQL Server (2005 or 2008)

Windows Server (64-Bit)

SQL Server Components Required (Not All Services are 64-bit Compliant) •  SSRS – SQL Server Reporting Services

•  SSIS – SQL Server Integration Services

•  SSAS – SQL Server Analysis Services

•  SSDS – SQL Server Database Services

Front-End Clients

BPC for Office BPC for Web BPC Admin Console

Page 64: BPC Tricks,Tips

SAP BPC 10, Version for BPC Microsoft

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 64

.NET Application Services (Application Logic Takes Place Here) *.NET 3.5 *

Windows Server (*64-Bit*)

IIS – Internet Information Services - SOAP Web Services -

Microsoft SQL Server (2008 or 2012 as of SP7)

Windows Server (64-Bit)

SQL Server Components Required •  SSRS – SQL Server Reporting Services

•  SSIS – SQL Server Integration Services

•  SSAS – SQL Server Analysis Services

•  SSDS – SQL Server Database Services

Front-End Clients EPM Add-In BPC for

Web BPC Admin

Console BPC Web Rebuilt in

Adobe Flex

Page 65: BPC Tricks,Tips

SAP BPC 7.x, Version for SAP NetWeaver

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 65

SAP NetWeaver BW 7.01 - Application Logic Takes Place Here -

(SP5 minimum)

SAP NetWeaver Supported Database (Sybase ASE, MaxDB, Oracle, etc.)

.NET Application Services

Windows Server IIS – Internet Information Services

- SOAP Web Services -

Business Warehouse Accelerator (BWA)

Legend

= Optional

Front-End Clients BPC for Office BPC for

Web BPC Admin

Console

Page 66: BPC Tricks,Tips

SAP BPC 10, Version for SAP NetWeaver

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 66

SAP NetWeaver BW 7.3

SAP NetWeaver Supported Database

(Sybase ASE, MaxDB, Oracle,

etc.)

Business Warehouse Accelerator (BWA)

Legend

= Optional

Front-End Clients EPM Add-In BPC Web/Admin

(Redesign)

SAP HANA

SAP Business Warehouse (Application Logic Takes Place Here)

SAP Web Application Server (WAS) - RESTful Services -

Rebuilt in Adobe Flex

Page 67: BPC Tricks,Tips

Architectural Decision Implications

•  BPC, version for the Microsoft platform –  Maximize usage of 64-bit components where possible –  Leverage the Global Cache (BPC 10.0)

•  In preliminary tests, using the Global Cache reduced database bottlenecks

–  Leverage the latest Microsoft supported release •  SQL Server 2008 for BPC 7.x, version for the Microsoft platform •  SQL Server 2012 (as of SP7) for BPC 10.0, version for the Microsoft platform

•  BPC, version for SAP NetWeaver –  Leverage a system you can effectively tune –  Leverage SAP NetWeaver BW Accelerator or SAP HANA when possible –  64-bit and unicode systems are hard requirements (for BPC 10.0) –  Migrate to SAP NetWeaver BW 7.3 and BPC 10.0 when possible

•  This will remove 32-bit bottlenecks (i.e., librfc32.dll for .NET Communication)

Page 68: BPC Tricks,Tips

Architectural Benefits of Moving to EPM 10.0 •  SAP Business Planning and Consolidations 10.0 is more robust and performant!

–  BPC 10.0, version for SAP NetWeaver •  Supports SAP HANA

–  All cubes are optimized! »  Equivalent of indexing every cube into SAP NetWeaver BW Accelerator

–  Measure formulas pushed down to database –  More enhancements to come!

•  Broader usage of shared memory –  BW hierarchies –  Report caching

–  BPC 10.0, version for the Microsoft platform •  Eliminates 32-bit dependency •  No need for .NET 2.0 or prior (everything is .NET 3.5 or greater) •  No COM+ services •  Usage of Global Cache eliminates database server bottlenecks

–  Sending/Retrieving data –  Data Manager –  Logic –  Log on

Page 69: BPC Tricks,Tips

Agenda •  The Planning Process •  Benefits of a Business Planning Solution •  BPC, an Overview •  The EPM Add-In •  Understanding the BPC Architecture •  Installing / Upgrading BPC •  Leading a successful BPC Implementation •  Demo – A Sales Planning Solution • Wrap Up

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 69

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Steps to getting BPC into your Organization…

Page 71: BPC Tricks,Tips

Installing/Upgrading to BPC •  BPC 10.0, version for SAP NetWeaver is the most widely adopted version of

BPC currently being implemented. –  If you decide to install BPC 10.0 some key questions you need to figure

our are: •  Are you currently using the right platform to support BPC 10.0?

–  BPC 10.0 requires SAP NetWeaver 7.3 •  Are you planning to leverage BPC on HANA?

–  If you decide that BPC 10.0 version for NetWeaver is the right direction for your organization there are some subsequent questions.

•  Are you currently an SAP BW shop? –  Does your organization plan to leverage the same system for

SAP BW that you are going to use for SAP BPC? –  Is BW on version 7.3? –  How long will it take to mobilize the infrastructure team to

upgrade your servers? 6 months? »  Should you install a separate server landscape for SAP BPC?

Source: Jens Koerner

Page 72: BPC Tricks,Tips

What upgrades are there?

BPC 7.5 MS BPC 10 MS

Upgrade tool is available, with manual functional upgrade effort

BPC 7.5 NW BPC 10 NW

Upgrade tool is available, with manual functional upgrade effort

BPC 7.* MS BPC 7.5 NW BPC 10 NW

Upgrade tool is available, with manual functional upgrade effort

BPC 7.5 NW BPC 10 on BW on HANA

Upgrade tool is available, with manual functional upgrade effort Source: Jens Koerner

Page 73: BPC Tricks,Tips

In-place upgrade

Upgrade Dev, then QA, then Prod

Dev 7.x ª 10.0

QA 7.x ª 10.0

Prod 7.x ª 10.0

Challenge: No bug fix path in place once Dev is upgraded unless there is a Maintenance Support System

Source: Jens Koerner

Page 74: BPC Tricks,Tips

Cutover to new landscape

Create a completely new landscape and retire the old landscape

Dev 7.x QA 7.x Prod 7.x

Dev 10.0 QA 10.0

Prod 10.0

Challenge: Redirect source data from old to new production system

Source: Jens Koerner

Page 75: BPC Tricks,Tips

Box split

Create a completely new landscape for BPC only, and keep the old landscape for SAP NetWeaver BW

Challenge: Redesign data flow from one combined SAP NetWeaver BW/SAP BPC instance to separate BW and BPC using Remote Function Calls (RFC)

BW BPC

Page 76: BPC Tricks,Tips

Instance strategy Do you install BPC as an add-on to your existing SAP NetWeaver BW or on a separate SAP NetWeaver BW server?

http://scn.sap.com/community/epm/blog/2011/10/12/installation-options-for-business-objects-planning-and-consolidation-100-version-for-netweaver

Single  Instance   Separate  instance  

Hardware  Investment  

Performance  

Administra4on  Costs  

Integra4on  Development  and  Maintenance  cost  

Upgrade  Flexibility  

Support  Pack  Flexibility  

BWA  Investment  leverageable  

Data  Movements    

Page 77: BPC Tricks,Tips

You have decided to Install and/or Upgrade

If you have decided to upgrade… Upgrade a sandbox (ideally a copy of production) and perform an analysis of what works out of the box and what breaks. This will be a key exercise to determine the amount of rework needed.

Page 78: BPC Tricks,Tips

Verify Installation / Upgrade dependencies — Software

•  The Product Availability matrix (http://service.sap.com/pam *) and the install guide spell out the software dependencies — from an SAP perspective

•  Check with your IT/Basis admins that these dependencies can be implemented

•  Oftentimes, an SAP NetWeaver BW or SAP ERP system is only upgraded once or twice a year

* Requires login credentials to the SAP Service Marketplace

Page 79: BPC Tricks,Tips

Verify Installation / Upgrade dependencies — Hardware

•  Ensure you size your new environment properly •  Also, do you need new hardware? Procurement

cycles can last months.

Page 80: BPC Tricks,Tips

Sizing your BPC Instance

•  The BPC Sizing guide is very vague. •  Make sure the you leverage the quick sizer on the

service marketplace. •  Size your implementation as if it were and SAP BW-IP

implementation. •  Plan for time during the implementation to revisit

sizing after you have demonstrated the capabilities of the solution to the business

–  The size of the user base during an implementation can grow exponentially

•  Make sure you procure enough servers up front – procuring servers can take months…

Page 81: BPC Tricks,Tips

Sizing information http://service.sap.com/sizing * www.sdn.sap.com/irj/sdn/performance-analysis

* Requires login credentials to SAP Service Marketplace

Page 82: BPC Tricks,Tips

Hardware sizing for BPC MS and BPC NW

http://scn.sap.com/community/epm/blog/2012/03/05/bpc-100-nw-netweaver-sizing

Page 83: BPC Tricks,Tips

Upgrading to BPC 10.0

•  Areas that require attention:

–  Reports, including VBA (MS and NW)

–  BAdIs (NW only)

–  Security (NW only)

–  Back-end migration (NW only)

Page 84: BPC Tricks,Tips

Upgrade considerations BPC 7.5 reports may only be built with EV functions. Here is the list of all former BPC 7.5 functions that are backward-compatible:

evAPD EPMModelCubeDesc evAPP EPMModelCubeID evASD EPMEnvDatabaseDesc evAST EPMEnvDatabaseID evBET EPMComparison evBNV EPMBook evCGP EPMCommentPartialContext evCGT EPMCommentFullContext evCOM EPMSaveComment evCVW EPMContextMember evDES EPMMemberDesc evDIM EPMDimensionType evDNV EPMDocumentList evGET EPMRetrieveData

evGTS EPMScaleData evHNV EPMURL evLCK EPMWorkStatus evMBR EPMSelectMember evMNU EPMExecuteAPI evPRO EPMMemberProperty evPRP EPMDimensionProperty evRNG EPMCellRanges evRTI EPMRefreshTime evSND EPMSaveData evSVR EPMServer evTIM EPMMemberOffset evUSR EPMUser OsCLD EPMDocument

Page 85: BPC Tricks,Tips

Upgrade considerations (cont.) Some former EV functions have been turned into EPM add-in features and, therefore, are not supported anymore:

EVEXP (use the new Report Editor instead)

EVENE

EVNXP

EVSET

EVLST

EVPXR

EVHOT (becomes “Quick Links” functionality in the EPM add-in)

In case you are using one of the functions above in your former reports, you will have to modify the report manually using the EPM add-in interface

Page 86: BPC Tricks,Tips

Upgrade considerations (cont.)

•  EvDRE reports are backwards-compatible using the EPM 10 add-in •  Once the existing EvDRE function returns OK (meaning that your EvDRE definition is

valid), the EPM add-in ribbon will change and display an Expand button, as well as former Workbook options (no mix of EvDRE and EPM add-in report on the same spreadsheet)

•  Creation of new EvDRE reports through the EvDRE builder wizard is not possible. However, you can copy an existing one and adapt it to match your new model/environment.

Page 87: BPC Tricks,Tips

Upgrade considerations (cont.)

•  The EvDRE migration tool exists in order to help customers migrate their BPC 7.5 EvDRE reports to EPM add-in reports. You can access the tool by selecting the More button, and then selecting EvDRE Migration (1).

•  Several migration options are available: Active Worksheet, Active Workbook, Planning a Consolidation Server, and Local (2)

1

2

Page 88: BPC Tricks,Tips

Result of a migrated EvDRE

Ø The generated report layout reflects the same expansions in row and column axes, compared to the MemberSet parameter used in the EvDRE expansion range

Ø A new formatting sheet is automatically created and filled-in with the formats defined in your initial EvDRE format range

Ø Sorting, ranking, suppressing, and inserting options are not migrated, neither are all shifting columns (columns between the row or column header and the data grid, usually used to display some member properties)

Ø In case of customized reports, manual adjustments may be required (such as updating BPC 7.5 VBA macros, for example)

Ø A migration log will be generated after each migration process. You can find it by clicking the More button, and then clicking Log.

Page 89: BPC Tricks,Tips

EPM macros

•  The EPM add-in provides BPC macros and BPC events, but with different names compared to former BPC 7.5 macros

•  For example, former MNU_eSUBMIT_REFSCHEDULE_SHEET_REFRESH macro is now called SaveWorksheetData and former BEFORE_SEND event is now called BEFORE_SAVE

•  Note: In version 7.5, a parameter was needed for BPC events, such as BEFORE_REFRESH(Argument as String). In the EPM add-in, no parameter is needed: BEFORE_REFRESH().

Page 90: BPC Tricks,Tips

Custom menus

Custom menus –  Custom menu functionality is no longer available. Customers should either:

–  Move to BPF functionality, displaying and executing Business Process Flow actions from the EPM pane

–  Use the EPMExecuteAPI (former EVMNU) function from a worksheet that could be linked to a customized ribbon extension, or

–  Use Workspaces from the Web portal

EVMNU –  EVMNU function is still supported, but will need to be updated manually with the

new macro names from the new public API

Books and distribution –  Book and distribution templates (definition) are automatically migrated and can be

edited directly through Excel or through the new dedicated UI. Published books will need to be generated again.

Page 91: BPC Tricks,Tips

BAdI migration

Note: If you have written any BAdIs against internal APIs, then those need to be adopted as internal APIs change in 10.0. These include: •  Get Dimension Members •  Get Current View •  Get Dimensions •  Read Transaction Data •  Write Transaction Data (Write Back) •  Get Metadata •  Process Dimension •  Read Master Data

Page 92: BPC Tricks,Tips

Security (SAP NetWeaver only) The migration program

User management and security SAP Business Planning and Consolidation 7.5 used either Active Directory or CMS accounts. Version 10 uses SAP NetWeaver accounts, instead. As part of a migration, user accounts must be recreated in SAP NetWeaver, and any reference to the user accounts in the environment must be updated to reflect the new security model Once the new accounts have been created in SU01, a mapping file (Excel spreadsheet) with two columns should be created as follows: This spreadsheet should be saved as a Tab-delimited file

Page 93: BPC Tricks,Tips

Security (SAP NetWeaver only) (cont.) The migration program

User management and security (cont.) •  References to the user IDs in the OWNER or REVIEWER properties of

dimensions will be properly migrated •  References to user IDs in custom-defined properties will NOT be

migrated •  The File Service structure will be updated accordingly; domain folders

will be removed •  Teams are migrated •  Task Access profiles are migrated, but will have new, more descriptive

names •  Member access profiles are migrated and are called Data Access

profiles

Page 94: BPC Tricks,Tips

Back-end migration (SAP NetWeaver only) The migration program

After importing a 7.5 Application Set with UJBR, run the Migration Program: The program name is UJT_MIGRATE_75_TO_10 Called from Transaction Code SE38

Page 95: BPC Tricks,Tips

Back-end migration (SAP NetWeaver only) (cont.) The migration program

•  Transaction data and master data can be imported with UJBR before running the migration program (optional) –  NOTE: User-defined order of members is not retained

•  Comments are automatically migrated •  Journals are automatically migrated •  Business rules are automatically migrated •  Validations (now called Controls) are automatically migrated •  Administration settings and configurations (parameters) are all

automatically migrated –  NOTE: Some settings retained in the Web Admin Client, others retained in the IMG (transaction

SPRO)

•  All non-custom Data Manager objects are automatically migrated –  NOTE: Data Manager log files are not migrated

•  Content Library is automatically migrated –  NOTE: Custom Web pages are not migrated –  NOTE: Live Reports are not migrated

•  BPFs are automatically migrated –  NOTE: Archived instances are not migrated –  NOTE: Deprecated actions or actions linking to non-existing content are not migrated

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Changes in BPC 10 NW

EXAMPLE: The Application Setup Tasks include these main steps: 1.  Manage the KPI Library 2.  Manage Roles 3.  Manage Conversion Factors 4.  Manage Reporting Frameworks 5.  View Organization Hierarchy 6.  Manage Audit Logs

BPC NW 7.5 – Set Application Set/Application parameters

BPC NW 10.0

Controlled only through the related functions or options in the Administration Workspace E.g., “Change Status” function

“Functional” parameters set by the user E.g., APPROVALORG

“Configuration” parameters set by the user E.g., ALLOW_FILE_SIZE

Table = UJA_USER_DEF

“System” parameters controlled by the system E.g., AVAILABLEFLAG

Set these parameter values in the UI of the Administration Workspace E.g., “Hierarchy” setting managed in the Work Status view

Set these configuration parameter values in IMG Transaction = SIMGH

Tables = UJA_PARAM (Cross Environment level)/UJA_PARAM_APP (Environment and Model level), except for a few “system” parameters, which are still stored in UJA_USER_DEF

Source: Jens Koerner

Page 97: BPC Tricks,Tips

Parameter: APPROVALORG

Examples of parameters moved to UI

Page 98: BPC Tricks,Tips

Examples of parameters moved to UI (cont.)

Parameters: ORG_INTCO ORG_PARENTPROPERTY

Parameter: COMMENT

Page 99: BPC Tricks,Tips

Content migration The migration program

• Xcelsius Dashboard Dashboards are NOT migrated The following manual steps are required for migration: •  Open the old .XLF file in Dashboard Designer •  Remove the old EPM connector •  Recreate the new connection and set its parameters appropriately

Page 100: BPC Tricks,Tips

Content migration The migration program (cont.)

•  Custom Menus –  Custom menus are NOT migrated –  That functionality is replaced by the Workspaces and BPF Activity

Workspaces

Page 101: BPC Tricks,Tips

–  ª MOVE calculations into database

–  ª Only transfer RESULTS

Taking advantage of SAP HANA’s strength

APPLICATION LAYER

Calculation

DATABASE LAYER

Calculation

Classical Approach

Future Approach

Source: Jens Koerner

Page 102: BPC Tricks,Tips

21 times faster back-end times*

*Report with 500K cells

Source: Jens Koerner

Page 103: BPC Tricks,Tips

BPC on SAP HANA stack

Page 104: BPC Tricks,Tips

BPC on SAP HANA Enabling/disabling SAP HANA add-on in SPRO

Only use SAP HANA as underlying RDBMS in place of SQL, Oracle, DB2, etc., not HANABPC SC

Page 105: BPC Tricks,Tips

Step 1: •  Database migration for metadata and operational data •  Create Data Definition Language for appropriate target database using report

SMIGR_CREATE_DDL •  Choose target database “SAP In-Memory DB,” unicode, and the target directory

•  Run option Database Instance Export from SAP Installation Master from transfer system •  Choose target database “MaxDB” •  Choose “Little Endian” (for OS Linux) and unicode

Step 2: •  Replace SAP NetWeaver BW’s underlying database with SAP HANA database per new

installation of the system copy using the SAP Installation Master for New DB

Step 3: •  Typical post steps in the copy of the SAP

NetWeaver BW system

Migration aspects for an SAP HANA empowered SAP NetWeaver BW

(*) Migrating to further SAP HANA releases is optional

Option “HANA 1.0, SPS3”

SAP NW BW

RDBMS

SAP NW BW

HANA

BWA

Page 106: BPC Tricks,Tips

Agenda •  The Planning Process •  Benefits of a Business Planning Solution •  BPC, an Overview •  The EPM Add-In •  Understanding the BPC Architecture •  Installing / Upgrading BPC •  Leading a successful BPC Implementation •  Demo – A Sales Planning Solution • Wrap Up

10/21/13 © TruQua. All Rights Reserved. CONFIDENTIAL Page 106

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Leading a Successful BPC Implementation What are the key success factors for BPC implementations?

(1)  Product Expertise

(2)  A Structured Project Delivery Methodology

Page 108: BPC Tricks,Tips

Typical Phases of a BPC Implementation

Based on the ASAP Methodology

Page 109: BPC Tricks,Tips

Example Delivery Plan Implementation Phases

Project Preparation

Business Blue Print Realization Final

Preparation Go-Live & Support

RESOURCES/ACTIVITIES /RESULTS Project Manager (100%) (BPC desireable) BPC Solution Architect (40-60%) BPC Platform Consultant (50-100%) Project Manager (100%) IT Responsible (50-100%) Business Leads (20%)

RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (100%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (100%) (BW Integration) BPC Consultants funct. 1-3x (80%) (optional) ECC Integration Consultant Business and IT Representatives, PM, nominated endusers

RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (50- 100%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (100%) BPC Consultants funct. 3x (100%) ABAP Developer (BPC desirable) Business and IT Representatives, PM, Super user

RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (50- 80%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (60%) BPC Consultants funct. 2x (100%) ABAP Developer (BPC desirable) Enduser, Business and IT Representatives, PM

RESOURCES/ACTIVITIES /RESULTS Project Manager (60%) BPC Solution Architect (50- 80%) BPC Platform Consultant (50% x 2-3 weeks) BPC Consultants techn.1x (60%) BPC Consultants funct. 1x (100%) Enduser, Business and IT Representatives, PM

Page 110: BPC Tricks,Tips

Business Blueprint

ASAP Methodology for Implementation 7.1

Project Preparation

Business Blue Print Realization Final

Preparation Go-Live & Support

BPC is a very versatile tool and can be used to cover many different business processes. A BPC Business Blueprint document can therefore look quite differently depending on the type of project and on the client as well. Due to the nature of BPC, there is not a single template that will fit all requirements. This presentation will follow the least common denominator approach to identify those points that should be included in any blueprint document.

Page 111: BPC Tricks,Tips

Business Blueprint Scoping

•  The blueprinting activity is a key activity in any BPC project. It is key not to underestimate the time required for this task (at least 20 to 30 percent of the total time of the project – depends on the availability of documented requirements)

•  Here are some of the factors that will impact the blueprinting effort:

•  Type of project (Planning, Consolidation) •  Number of processes to be covered •  Level of details required

Page 112: BPC Tricks,Tips

Business Blueprint Process The blueprint document should reflect what is going to be customized in BPC. Therefore it is key that:

–  Written in a way that the Business / IT departments fully understand it –  Use appropriate terminology –  Have an appropriate level of details

–  Sign-off of the blueprint is essential and no implementation should start before a formal sign-off.

–  Any change requested after the sign-off should go through a change request process.

Important “must-be” steps: –  Detail Design Documents will provide additional structure and could be

leveraged in documentation and for unit testing (lean implementation model) –  Prototyping is a key for early user involvement and to prove designs. It

reduces change management efforts during Go-Live Preparation (lean implementation model)

Page 113: BPC Tricks,Tips

Business Blueprint Content

Table of Content –  Introduction –  Management/Executive Summary –  Project –  Description of AS-IS Situation –  Description of TO BE Situation –  Processes to be covered –  Data Model –  Data Sources –  Security Concept –  Operational Concept –  Backup approach –  System Landscapes and Transports –  Historical Data Migration Concept

Page 114: BPC Tricks,Tips

Business Blueprint Content - AS-IS / TO-BE processes

•  The current process and the future process need to be described from •  A user point of view

–  Describe how user interact with the system (data input, execution of calculations, set status, …)

•  A System point of view –  Maintenance of system (master data) –  Data flows –  Calculations

Benefit: the comparison of the AS-IS and TO BE processes from a user point of view can then be a good starting point for Change Management activities

Relevant information in process description: •  High level and detailed description of process •  Business Requirements •  User Roles •  Security requirements •  Setup and Customizing in BPC (BPF, Input Schedules/reports, Calculations, Data Model) •  Custom development requirements •  Improvements compared to current process

Page 115: BPC Tricks,Tips

Business Blueprint Content - Data Model and Data Sources

•  The Data Model should at least have the following information •  List of all applications •  List of dimensions per application (and dimension type) •  High level content for each dimension •  List of properties for each dimension •  Description of internal data flows between applications

•  The Data Sources need to be specified for the following type of data: •  Master Data •  Transaction Data

•  For each type data, the source system should be identified and a data import concepts need to be defined, this would include:

•  Central / De-central data load •  Automatic / Manual trigger •  Full vs. Incremental load •  Technology used for data load (out-of-the box, development in ABAP, ...)

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Business Blueprint Content - Operational Concept (Application Management) and Backup (Archiving) Approach

•  The operational concept should include •  System Maintenance

–  Maintenance of master data (frequency, responsibility) –  Initialization of system for a new period –  Roll-out of application updates/fixes

•  User Maintenance –  Responsibility for maintenance

•  Concept for service packs / updates –  Testing –  Roll-out of local client (if applicable)

•  The backup approach needs to be addressed from a global point of view, if BPC is not run on a dedicated NW server. In that case, the backup strategy will have to be aligned to the strategy of the NW environment.

•  If the NW instance is dedicated to BPC, then a strategy can be defined specifically for BPC and it should include:

•  Frequency, Type of backup. Restore possibilities and time estimation

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Business Blueprint - System Landscape and Transports

•  This point should define the number of system that will be used (usually Development, Quality and Production).

•  à Sandbox system is strongly recommended for Support Pack regression tests, prototyping etc

•  It should be clearly specified where each type of object will be maintained (for example reports) to specify what needs to be transported.

•  For master data, the maintenance should also be detailed, especially for those dimension where the maintenance will be done manually.

•  It is also a good idea to come up with an emergency fix concept, for urgent fixes that need to be applied to a production system and that might not go through the full release process.

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Business Blueprint - Historical Data Migration

•  The migration of Historical Data should include at least the following information:

•  Source system (or systems) •  Number of periods required •  Approach (for calculations, mapping of dimension members, …)

à Migration efforts should not be underestimated and could have an impact on the interfaces (might additional temporary interfaces required)

Page 119: BPC Tricks,Tips

Method-based Quality Assurance

Project Preparation

Business Blue Print Realization Final

Preparation Go-Live & Support

Method-based Quality Assurance

•  The preferred approach is to integrate the Quality Assurance activities in the project plan. These activities should be carried out throughout the project lifecycle and cover all aspects of the project.

•  There will be 3 different types of reviews: Ø  Functional Ø  Technical Ø  Project Management

•  Each review should be carried out by experienced resources in the relevant topics, it is also key that the resources engaged in the reviews are not part of the delivery team.

•  The Quality Assurance team will be responsible for delivering reports at the different phases of the project

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Implementation

Project Preparation

Business Blue Print Realization Final

Preparation Go-Live & Support

PM: •  Project Plan review

Stage Gate 1 Stage Gate 2 Stage Gate 3 Milestone 1 Milestone n

Technical: •  Review of the BPC •  Transport •  process, -Performance •  Analysis •  Milestone review •  Technical *

Functional: •  Milestone review •  Application * •  Stage Gate review •  (Build review)

Technical: •  QA of open technical •  Issues, Performance •  Test Design Review

Functional: •  Stage Gate review

Technical: •  Review the

maintenance hand ongoing optimization measures put in place for the Go Live, Review of the operational processes and technical handover to operations

Technical: •  Architecture and

Installation Sizing Review

Functional: •  Project Plan review •  Stage Gate review •  Design advisory

BPC Reviews

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    BPC  QA  Roles          Role  descrip7on   QA  Slot     Phase     days  

Technical  QA   Architecture,  Installa4on,  Sizing  Review     BBP    5  days  

Func4onal  QA   Design  advisory     BBP   1  day/  week  

PM  QA   Project  Plan  review     BBP   2  days  

Func4onal  QA   Project  Plan  review     BBP   2  days  

Func4onal  QA    

Stage  Gate  review     BBP   3  days  

Func4onal  QA   Milestone  review  Applica4on  *   Realiza4on   2-­‐3  days  /  cri4cal  milestone  

Technical  QA   Review  of  the  BPC  Transport  process,  -­‐Performance  Analysis  

Realiza4on   ~  10  days  

Technical  QA    

Milestone  review  Technical  *    

Realiza4on    1-­‐2  days  (op4onal)  

Func4onal  QA   Stage  Gate  review  (Build  review)   Realiza4on    5  days  

 Func4onal  QA    

Stage  Gate  review     Final  Prepara4on  (Test  Phase)    

 3-­‐5  days  

 Technical  QA    

QA  of  open  technical  Issues,  Performance  Test  Design  Review    

Final  Prepara4on  (Test  Phase)    

 ~  5-­‐  10  days  

 Technical  QA    

Review  of  the  maintenance  and  ongoing  op4miza4on  measures  put  in  place  for  the  Go  Live,  Review  of  the  opera4onal  processes  and  technical  handover  to  opera4ons    

Go-­‐Live  &  Support    

 ~  5-­‐10  days  

QA Roles - Commitment

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Step-by-Step

1) Agree on Quality Assurance scope

•  Project management, executive sponsor and client representative 2) Secure Quality Assurance team

•  Quality Assurance stream lead 3) Define Quality Assurance plan

•  Project management, Solution Architect and Quality Assurance stream lead 4) Provide budget

•  Project management 5) Present Quality Assurance team to client

•  Project management, Design Authority and Quality Assurance team

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Review approach and examples

Reviews as part of the Quality Assurance stream are following the same approach.

1)  Assessment of status quo and pain points with relevant client representative and project team members (different views)

2)  Execute review and document results

3)  Present outcome to the client representative and project team member

4)  Formalize report and present results to the stakeholders

–  The „must-be“ reviews are on the following topics:

•  Business Blueprint review

•  Implementation review (Assessment of build quality - Functional review)

•  Performance review (reports / input schedules, calculations)

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Blueprint and Implementation Reviews Blueprint – and Implementation Reviews are considered as usually a „5 day initiative“

To secure on the project stages Business Blueprints and Realization that

①  Implementation of business requirements are following „best practices“ as much as possible (like business rules instead of script logic, Process Flows instead of one huge workbook) but also giving some advisory regarding project approach

②  to proof the implemented solution if potential risks are considered during the build (like maintenance efforts for the model, performance etc.) – Milestone-based

Mandatory outcome for any review:

à Provide an action plan (with type of resources and planned activities)

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Performance Reviews Methodology Preparation:

①  Get an understanding about the implemented solution anticipate potential performance impacts.

②  Get the most critical report (if reporting has performance issues) to check VBA usage, usage of formatting, member selections, no. of formulas (BPC 7.x/EPM 10), no. of sheets in a workbook.

③  Request system access for BPC client, BW backend server with the authorization to UJSTAT

Execution:

①  Get in touch with client stakeholders / implementation team and make short interviews to understand the individual experiences about the performance

②  Check provided information regarding client settings, server settings, BWA etc.

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Performance Reviews Methodology (cont‘d)

Reporting runtime issues ①  If several sheets are used isolate them and run them one by one and the

workbook

②  Run stress tests and benchmark with iterative approach and document result using Tcodes UJSTAT, MDXTEST etc.

③  Benchmark Networktime using Fiddler etc.

④  Activate / Deactivate VBA, formatting etc to identify the bottlenecks

⑤  Either eliminate bottlenecks directly or make a list of action items

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Performance Reviews Methodology (cont‘d) Write-back runtime issues

①  Check writeback time in UJSTAT

②  Analyze the default logic and, if used, the called BAdI

③  Test script logic using UJK_Script_LOGIC_TESTER

④  Improve script logic and/or ABAP or request a scripting resource to do it

⑤  Analyze write-back calculations and evaluate potential batch jobs (real-time vs near-time availability of calculated no.)

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Performance Reviews Methodology (cont‘d) Logon issues ①  Check on different client desktops (document different client

settings)

②  Check on BPC clients installed on the .NET Server (usually different client settings as no standard client images)

③  Check logon process (download dimension files etc)

④  Check SDN, Customer Message System to identify potential bugs/side effects from SPs as usually client logon issues are reported soon from clients

à Open customer message as soon it looks into a direction of SW related issues

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Performance Reviews Findings

–  Possible reasons for performance issues :

–  Lack of data in the development system (reports were build on completely empty applications), so the performance of the reports could not be assessed upfront (some dummy data should be generated in the development system)

–  Lack of stress testing activities in project plan in system with large number of concurrent users

–  Design errors. An application, calculation or report were designed in a way that they could not be performant

–  Performance is a very important component in a project and it should be addressed right from the beginning of the project. Pushing the performance topic to the end of a project will most of the time end up causing delays in the project.

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Remember…

Key success factors for BPC implementations:

ü  Product Expertise

ü  A structured Project Delivery using Best Practices ü  Method-based Scoping and Implementation efforts

ü  Blueprinting

ü  Project Quality Assurance

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Agenda •  The Planning Process •  Benefits of a Business Planning Solution •  BPC, an Overview •  The EPM Add-In •  Understanding the BPC Architecture •  Installing / Upgrading BPC •  Leading a successful BPC Implementation •  Demo – A Sales Planning Solution • Wrap Up

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A Sales Planning Case Study / Demo

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Agenda •  The Planning Process •  Benefits of a Business Planning Solution •  BPC, an Overview •  The EPM Add-In •  Understanding the BPC Architecture •  Installing / Upgrading BPC •  Leading a successful BPC Implementation •  Demo – A Sales Planning Solution • Wrap Up

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Q& A

?

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