SAP BusinessObjects Planning and Consolidation 10.1 ...a248.g.akamai.net/n/248/420835/6fc52523003b6f8015d0b1a75a43d8eb… · SAP BusinessObjects Planning and Consolidation 10.1,

Detlef Wassmuth, SAP SEOctober, 2016 LEVEL II Public

SAP BusinessObjects Planning and Consolidation 10.1, version for SAP NetWeaverProduct & Product Strategy Update

© 2014 SAP SE or an SAP affiliate company. All rights reserved. 2Public

Disclaimer

This presentation outlines our general product direction and should not be relied on in making a purchase decision. This presentation is not subject to your license agreement or any other agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to develop or release any functionality mentioned in this presentation. This presentation and SAP's strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent.

Planning


Planning: Definition

Planning is the process of thinking about and organizing the activities required toachieve a desired goal. ..... Also, planning has a specific process and is necessary for multipleuser groups (particularly in fields such as management, business, etc.). In each field there aredifferent types of plans that help companies achieve efficiency and effectiveness. Animportant aspect of planning is the relationship it holds to forecasting. ..... Planningcombines forecasting with preparation of scenarios and how to react tothem. Planning is one of the most important project management and timemanagement techniques. .....

A plan is like a map. When following a plan, he can always see how much he haveprogressed towards his project goal and how far he is from his destination.

Source: WIKIPEDIA


Background information Planning: Complete Definition from WIKIPEDIAPlanning is the process of thinking about and organizing the activities required to achieve a desiredgoal. It involves the creation and maintenance of a plan, such as psychological aspects that require conceptualskills. There are even a couple of tests to measure someone’s capability of planning well. As such, planning is afundamental property of intelligent behavior. Also, planning has a specific process and is necessary formultiple occupations (particularly in fields such as management, business, etc.). In each field there aredifferent types of plans that help companies achieve efficiency and effectiveness. An important aspect ofplanning is the relationship it holds to forecasting. Forecasting can be described as predicting whatthe future will look like, whereas planning predicts what the future should look like for multiple scenarios.Planning combines forecasting with preparation of scenarios and how to react to them.Planning is one of the most important project management and time managementtechniques. Planning is preparing a sequence of action steps to achieve some specific goal. If a persondoes it effectively, he can reduce much the necessary time and effort of achieving the goal.

A plan is like a map. When following a plan, he can always see how much he have progressed towardshis project goal and how far he is from his destination.

Source: WIKIPEDIA


Current situation: Stand alone planning solutions - EXAMPLE


Stand alone planning solutions - EXAMPLE


Differentiation of Planning Applications - EXAMPLE

Integrated Planning Applications• Common planning platform• re-use of information• Common security concept• Integration with ERP systems – bring

information to action

Overall planning concept and deep IT involvement are mandatory.

Spreadsheet Planning• Stand-alone planning solution• Decoupled information from other

applications• Adjustments are time consuming• Most reachable flexibility• Freedom for end user

IT involvement on demand

© 2014 SAP SE or an SAP affiliate company. All rights reserved. 9Public© SAP 2009 / SAP NetWeaver BW 9

Integration

Spreadsheets

SAP BusinessObjects Planning andConsolidation covers a wide range ofcapabilities, allowing freedom for end usersalongside possibility of high degree ofintegration

“Freedom“ for end users

ERP

BW Integrated Planning

Tool

cov

erag

e

Flexibility vs Integration

BPC Standard

BPC Embedded


Goal: Integration of Planning Applications - EXAMPLE

Planning Functions: Executed in BW,

powered by SAP HANA

Actuals from previous period

Common masterdata

Application specific master

data

Benefits from the underlying platform

approach

Freedom for end user


Goal: Combination of integration and freedom for end user

Evolution of SAP BusinessObjectsPlanning and Consolidation and BW-IP/PAK


History of Business Planning and Consolidation and BW-IP/PAK


SAP BusinessObjects Planning and Consolidation 10.1, version for SAP NetWeaver, powered by SAP HANA

Product name, License and Model

Product Name: SAP BusinessObjects Planning and Consolidation 10.1, version for SAP NetWeaver

License: SAP BusinessObjects Planning and Consolidation 10.1, version for SAP NetWeaver

License contains: BPC Standard Model (formerly known as “BPC XY NetWeaver, BPC HANA”)

BPC Embedded Model: convergence of the most important capabilities of “BPC XYNetWeaver” and BW-IP

Planning Application Kit (PAK): Planning functions of the BW-IP or Embedded Model will be executed by SAP HANA

* Planning Functions of type: Standard and FOX Formulas

Planning as part of SAP Business Warehouse


Planning as part of SAP Business Warehouse

Fina

nanc

eda

ta

HC

M d

ata

Mar

ket d

ata

Cus

tom

er D

ata

Supp

ly D

ata

Sale

sda

ta


BW based planning: BW Integrated PlanningThe planning model

Query

ALVL

RealTime Cube

DSO

Cube

Multi Provider

Example:

How In-Memory Technology Helps Planning and Analysis


How In-Memory Technology Helps Planning and AnalysisThe problem� Due to ever increasing data volumes, financial teams have limited time for

analysis

� Performance implications due to data volume size and/or complex planning calculations limit the ability to plan at very granular levels/run complex scenarios and allocations

How in-memory solves the problem� Drive rapid consensus by quickly simulating “what-if?” scenarios with

multiple versions of plans and large volumes of data

� Enable planning and forecasting applications based on real time operational data combined with analytics

� Gain immediate access to relevant information and react faster based on real time information

� Make the impossible possible – ask questions you were afraid to ask due to technical constraints in getting the answers


Accelerating the “speed of intelligence,” as Ms. Hughesputs it, is the finance function’s fundamental challenge

“The benefit of being able to push data quickly is if you get the right data and the right collection of data to the decision maker more rapidly, you’re going to speed up decisions that change that outcome…”

— Hazel Hughes, SVP of finance and business control for the Education Group at Houghton Mifflin Harcourt, in “Accelerating the Speed of Intelligence for Fast and Flexible Forecasting.” (CFO Research Services, 2011).

Source: CFO Research Services, 2011

The Need for Speed and Challenge of Big Data


Getting Others Engaged

“The new devices that are coming on the market, like the tablets and iPhones, will enable us to build a system in the future that will more easily take advantage of the input from every employee.”

— Anders Pehrsson, Vice President and Group Controller, Atlas Copco

“This should not be only the finance department; people sometimes believe that budgets or rolling forecasts are only done by finance. It should be done by [all] the people involved.”

— Troy Parwata, Finance Director of Tigaraksa SatriaSource: CFO Research Services, 2011


How Does BW–IP / PAK running on HANA Planning as part of BW on HANA – Smarter, simpler, more efficient

ABAP Code in BW and BW-IP is reduced by pushing down processing logic to HANA

� Excellent query performance for improved decision making � Accelerated In-Memory planning capabilities for faster planning scenarios� Performance boost for Data Load processes for decreased data latency� Flexible combine EDW with HANA-native data for real-time insights and

decision making� Data persistency layers are cut off and reduced administration efforts

HANA Stack

SAP HANA BW

Data Modeling

BW-IP/PAK

Data Management

OLAPProc

ess

Orc

hest

ratio

n

Push Down


In-Memory Planning - Simple Disaggregation Example

Traditional Approach

1. Determine the delta à +50

2. Disaggregate (in application server)� per week (52)� per branch (500)Ø 26000 combinations / values

3. Send 26000 values to DB to save

HANA-Based Approach

1. Determine the delta à +50

2. Send 1 value to HANA database+ instruction to disaggregate and how

3. Disaggregate (in HANA engine)� per week (52)� per branch (500)Ø create + save 26000 values

User changesa plan value

In-Memory Planning


In-Memory DatabaseClassic Database

In-Memory PlanningThe Technological Change

xDB

Presentation

Orchestration

Calculation

Data

Presentation

Orchestration

Calculation

Data

• Authorization

• Locking

• Hierarchies

• Input Enablement

• Planning Functions

• MultiProvider Handling

• Conversions

• Aggregation

User InterfaceLayer

DatabaseLayer

ApplicationLayer

Presentation


Application Layer: SAP BW

OLAP Integration

Plan Buffer

Buffer Connector

Planning Function

Function Connector

Runtime API Model API

Database Layer:SAP HANA Planning Session

Calculation Scenario

Index

Planning Operation

PAK(Planning ApplicationsKit)

Planning Model(RSAPLAN or RSA1)

In-Memory Planning ArchitecturePlanning Applications Kit (PAK)

SAP BPC10.1, version for SAP NetWeaver, powered by SAP HANA


SAP BPC 10.1, version for SAP NetWeaver, powered by SAP HANA

One unified and complete planning suite addressing the full spectrum of planning

Performance, scalability, integration, and usability:� Support for SAP BusinessObjects Planning and Consolidation, version

for SAP NetWeaver, and planning applications kit models� Best-in-class flexibility and integration with InfoObjects used with SAP

NetWeaver BW� Powered by SAP HANA for maximum planning performance and

scalability

Single planning solution on SAP NetWeaver BW powered by SAP HANA:� Use of EPM add-in for Microsoft Office Excel or Analysis Office and

Design Studio client across both models� Single HTML5 Web user interface� Enriched mobile experience with EPM Unwired and HTML5

SAP BusinessObjects Planning and Consolidation,

version for SAP NetWeaver 10.1, powered by SAP HANA

SAP NetWeaver BW 7.4

SAP HANA

SAP NetWeaver (server)

Standard Model

Embedded Model

Analysis Office 2.x Design Studio


SAP BPC 10.1, version for SAP NetWeaver, powered by SAP HANAPlanning Models and their relationship

Analysis Office 2.1 Design Studio

Query

Aggregation Level

Multicube

Basic-CubeRealtime-Cube

EPM Excel

Analysis Office 2.1

EPM Web

BW-IP/PAK Planning Model

BPC cube as a copy of the BW cube

BPC Standard (/CPMB/-namespace)Embedded Model

UI5 Admin Client

BPC Standard Environment

BPC Standard Planning Model

The planning model refers to a Realtime-Cube

BPC Embedded Environment

BPC Embedded Planning Model

UI5 Admin Client


LOB spaces extend the EDW


Embedded Model for GLOBAL planning applications (EXAMPLE)

provider provider

Multi-provider

Aggr. level

BW query

Analysis Office

Design Studio

EPM Web client

Data model (IT)� Provider / facts� Dimensions� Authorizations

Consumption model (IT)� Presentation� Calculations� Layout


Embedded Model for GLOBAL planning applications with LOCAL extensions (EXAMPLE)

provider provider

Multi-provider

Aggr. level

BW query

Analysis Office

Design Studio

EPM Web client

Data model (IT)� Provider / facts� Dimensions� Authorizations

Consumption model (IT)� Presentation� Calculations� Layout

Data Model Extension (Business)Local Provider / FactsLocal Dimensions & local authorizationsProcess model (Business)Process FlowsWork StatusEnvironment

Model

Data Model Extension


Combine the best of three worlds in one unique planning solution

(HANA, BPC, BW-IP)

Combines the…successful Analysis Office 2.1 (incl. EPM plug-in

and AO plug-in)…flexible BPC admin UI…powerful BW-IP/PAK planning manager…super fast HANA planning engine

Selected features• Full PAK model compatibility• Business process flows (BPF)• Work status• Data auditing• Easy upload scenario • Authorization concept for business user

BW 7.4 on HANA – PlanningLOB enablement

SAP BW-IP/PAK

EDW-integrationBuilt-in functions

SAP BPC 10.1 Embedded

Model

SAP HANAIn Memory

Accelaration

SAP BPC NW

User experienceCollaborationData Flexibility

Architecture


SAP Business Warehouse

Analysis Office 2.1

Standard Model Connector

Embedded Model Connector

BPC Add-on: Standard Model

BPC Standard Planning Components

• Business Process Flow• Auditing• Work Status• User Management• …..

Extended Classic Engine

BPC HANA Accelerator

Embedded Model

BW-IP

HANAPlanning EngineModels BPC Planning Components

SAP BPC 10.1 NW Architecture overview - Add-On installed

Design Studio

BPC Embedded Planning Components


Web Admin Client

AnyDB

PAK



Analysis Office 2.1


Embedded Model

BW-IP

HANAPlanning EngineModels

SAP BPC 10.1 NW Architecture overview – Add-On NOT installed

Design Studio



Web Admin Client

PAK

BI and Planning Clients in Microsoft OfficeConvergence StrategyApril 2016


Client Convergence in MS Office

Unified MS Office ClientCoexistence of Analysis and EPM sheetsSuperset of Analysis and EPM Add-In features (with some limitations)Common Installer, single licenseProtected investments: Re-use existing contentSeparate ribbon tabsGradual convergence: e.g. common refreshGo-to Product for both Analysis and EPM customers

TerminologyAnalysis Office (Add-In) à Product including the former products Analysis Office and EPM Add-InAnalysis Plug-In à Analysis as part of Analysis OfficeEPM Plug-In à EPM as part of Analysis Office

Analysis Office

EPM Add-In

Analysis Office (Add-In)

Analysis Plug-In

EPM Plug-In


Overall Office Client Strategy for BPC

• The EPM plug-in and the Analysis plug-in are part of the so-called convergence client Analysis for Office 2.1+.

• The EPM plug-in will remain the Office client for the BPC standard model. We will continuously improve it for this usage type.

• The Analysis plug-in is the recommended go-to client for the BPC embedded model. We will continuously enhance its functionality to also cover the EPM plug-in use cases as well as possible (see the latest roadmap on slide 9 for details).

• The EPM plug-in will continue working on the embedded model, however there won’t be functional enhancements (see slide 7 and 8 for the list of known limitations). Due to these limitations customers should use the EPM add-in on the embedded model only in exceptional cases. New projects should use the Analysis plug-in from the beginning.


Which Plug-In should I use within Analysis Office 2.1+?

SAP BW (>= 7.0)SAP HANA and BPC 10.1 Embedded model (as of

BW 7.40)

Analysis Analysis (recommended)

BPC 10.0 & 10.1 Standard model, EPM 10.0

solutions and MDX connectivity

EPM

Source Model

Plug-InEPM

(existing limitations will stay, no functional

enhancements planned)


Analysis Plug-in on BPC Embedded

Analysis Plug-in is recommended client for BPC Embedded§ Full BW meta data support, performance-optimized§ Full pivot table handling§ Full planning support: new lines, planning functions/sequences§ Support of work status and business process flow§ Will be enhanced to cover EPM report scenarios (see roadmap on slide 9 for details)

Major differences compared to EPM Plug-In§ Formatting§ EPM uses formatting sheet, Analysis uses Excel styles for specific artefacts (hierarchy levels, input-ready cells etc.)§ Analysis uses conditional formatting for color-coding of threshold values

§ Direct Input/Member recognition§ Other approach for report design (e.g. design panel, context menu, filter dialog)

§ Offline Planning§ Offline planning in Analysis plug-in is only possible via a workaround (see How-To paper)


EPM Plug-in on BPC Embedded – Gaps (1/2)

The following list presents the key limitations of EPM plug-in on top of BPC embedded model which will not be removed (due to architectural reasons). Only use EPM Plug-In on BPC embedded if you can accept these limitations in your project.

General Limitations§ Performance limitations apply (e.g. opening workbooks, value help)

Following BW Features are not supported§ Exceptions, Conditions, Variants, Report-Report-Interface, Universal Display Hierarchy, ad-hoc currency conversion at

runtime, hierarchical measures§ Reporting on query views, InfoProvider, aggregation levels (only queries are supported in EPM)§ Limitations for new line support in planning§ Formatting limitations (e.g. date as measure, internal/external format)§ Some BW query settings are not honored (e.g. display totals with only one member, do not display leaves for inner nodes )§ Default values from query definition are not synchronized with EPM filters§ Possible issues with variable re-prompting (losing navigation state)


EPM Plug-in on BPC Embedded – Gaps (2/2)

BPC Embedded Gaps compared to BPC standard with focus on frontend§ EVDRE (BPC standard only)§ Data Manager (BPC standard only), but replaced by Planning sequences and functions § Insert comments (only DataStore Object comments approach available (text key figure) for inline comments

in EPM reports).§ Insert member - same experience as for BPC standard, but linked to BEx query settings: by default, it only

retrieves booked values. Using “insert new line” switches to “all values in master data table”§ Calculate Parent in Hierarchy (based on Account Type property)§ Drill-through not available§ EPM formulas like EPMDocument, EPMDocumentList, EPMCellContextDocument, etc... - BPC Web in

embedded model not supporting them.§ Publish to Library is not supported§ Metadata and master data cache is only available for queries without variables


This is the current state of planning and may be changed by SAP at any time.

Today Future DirectionPlanned Innovations

SAP BusinessObjects Analysis, edition for Microsoft OfficeProduct road map overview – Focus: Analysis covering EPM Features

Releases <= 2.3

Planning support (BW-Integrated Planning and BPC embedded model)• BPC Work Status• BPC Business Process Flow

Modeling capabilities for Business Users• Combine local and corporate data (via BW

Workspaces)• Calculated Measures (BW&HANA), restricted

measures (BW&HANA)• GetData and SaveData formulas

Table Design • Local members as Excel formulas

Asymmetric reporting• UX to define restrictions in Excel cells rather than

one-by-one in separate dialog• Tuple Filter: Include or Exclude of specific tuples

(as opposed to Cartesian product of dimensions)

Axis Sharing• Define master and slave queries with common

navigation and filter status

Grouping• Group based on sorted attributes• Group as hierarchy on-the-fly

Continuous Improvement• Support of sheet protection

Heterogeneous Structures• E.g. for different time granularities in rolling

forecast

Comments• New comment framework in BW

Formula Handling• Performance-optimized get/set data formulas

Planned for Q4 2016


Converged Office Client Details

Scenario� Use both add-ins in the

same workbook� Use common installer and

same lifecycle management

Features� Sheet type� Quick ribbon� Dynamic task pane� Refresh all

Web Client Strategy


Planning in SAP BusinessObjects Design Studio

BPC Embedded Model in BW 7.40� Support of Embedded Model (entering

planning data within Design Studio application and saving data back intoBW)

� Support of generated InfoProvider(technical: BW workspaces) for reporting and planning

Support BW Integrated Planning and Planning Application Kit� Input-ready measures� Adding new lines� Planning functions and planning � sequences (including scripting API)� Cell Locking function � Copy&paste multi lines from Excel into web via Spreadsheet (as of

Release 1.6)


Spreadsheet

§ New component as of Release 1.6§ Display multi-dimensional data in a grid

with analytic functions.§ Support copy & paste multi lines from

excel into web for planning scenarios§ Support context menu *§ Can only be used with the Blue Crystal

Theme§ Not allow any interaction on mobile

device

*For other feature limitations of Release 1.6SP0, please refer tonote http://service.sap.com/sap/support/notes/2245363


Planning Template

Application Info

Drag & Drop between components

Spreadsheet ViewCrosstab View

Filter and Variable prompts

Roadmap


Scope Key benefits

SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver – standard and embedded model

Digital transformation• Support for SAP BW/4HANA • Dashboard• Integration with predictive analytics

UX simplification and personalization• Transformed user experience• New home page• UX improvement on business process flow runtime

Consolidation• Push consolidation engine to SAP HANA• Push control logic to SAP HANA• Advancement consolidation monitor• Advanced journal• COI and IPI/IPA•Collaboration• Business process flow integration with Excel client

• Support for next-generation SAP BW/4HANA• Improved dashboard capability through integration with SAP BusinessObjects

Lumira and SAP BusinessObjects Design Studio• More accurate planning with user-friendly predictive capabilities using the

predictive analysis library in SAP HANA• Continuous improvement of user experience with SAP Fiori UX• Fresh new home page design allowing personalization and quick access to

frequent used features• Optimized “My activities” user experience to better suit business need

• Further improvement on consolidation performance by pushing consolidation calculation logic to SAP HANA DB

• Enhancement control capability and performance by reusing SAP HANA rules framework

• Flexible consolidation monitor including tasks, work status, controls, and calculations

• Multiple journal templates, advanced journal settings and validation, journal upload

• Consolidation of investment, intercompany profit elimination of inventory/asset

• Dedicated business process flow pane in Excel client to improve efficiency for business user Planned innovations


Scope Key benefits

SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver – embedded model

Line-of-business flexibility• Model planning function in Web client • Planning function with business process flow and Web reporting • Navigation attribute support • Support for SAP BusinessObjects Analysis for Microsoft Office workbook from

SAP BusinessObjects Enterprise

Collaboration• Advanced comment

UX simplification and personalization• Query-less reporting

Consolidation• Real-time consolidation• Matrix consolidation• Various enhancements

• Business user enabled to create planning functions/sequences with simplified user experience

• Powerful planning capability enabled in Web client

• Full support for navigation attribute in business process flow and data access profile

• Better integration with business intelligence (BI) platform, support SAP BusinessObjects Analysis for Microsoft Office workbook from SAP BusinessObjects Enterprise in business process flows

• Full commentary capabilities, enhancing complex planning processes

• Enable business user to create ad-hoc reports(input forms) without IT involvement

• Continuous improvement for consolidation with SAP S/4HANA • Matrix consolidation capability provided by introducing U.S. elimination rule• Better compounding support, flexible hierarchy support in business rule,

transport • Multiple journal templates, advanced journal settings and validation, journal

uploadPlanned innovations


SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaverProduct road map overview - key themes and capabilities

Embedded Model• Embedded Consolidation

• Modelling

• Business rules (no Equity Pick Up and US Elimination)

• Ownership Manager (no ownership calculation)

• Consolidation Monitor

• JournalEnd-2-end LOB-modeling

• Control

• Incremental Consolidation

• Parallelization Consolidation

• BPF integration

• InfoProvider extension

• End-2-end LOB-Modelling

BPC 10.1 on NW 7.50- Planning on aDSO objects – direct update

Digital transformation• Support for SAP BW/4HANA

• Dashboard

• Integration with predictive analytics

UX simplification and personalization• Transformed user experience

• New home page

• UX improvement on business process flow runtime

Consolidation• Push consolidation engine to SAP HANA

• Push control logic to SAP HANA

• Advancement consolidation monitor

• Advanced journal

• COI and IPI/IPA

•Collaboration• Business process flow integration with Excel client

Q2 2016


Embedded Consolidation• Modelling• Business rules (no Equity Pick Up and US Elimination)• Ownership Manager (no ownership calculation)• Consolidation Monitor• JournalEnd-2-end LOB-modeling

Local Dimensions, Local Hierarchies

Integration Workspace Query Designer


NEW with SAP BPC 10.1 SP09 / SAP BW 7.4 SP14 –Embedded Model

Lab preview: Local Dimension; Local Hierarchies


7.5 SP1 Local Query Designer: Planning enabled key figure

Transaction: RSWQD starts UI5 Application: local Query with restricted and calculated key figures, Filters

BPC Add-On as part of SAP BW 7.5 software componentFor BPC Standard model no additional Add-On installation mandatory

BW Workspace Query Designerplanning enabled


SAP BW Integrated Planning / PAK ImprovementsNew with SAP BW 7.5 SP0

Improved FOX Formula handling� Enable InfoObjects as reference data � Use DataStore Objects which are not planning enabled as

reference data� Explicite reference data selection � New concept of modularization by defining FORM statements *

Advanced DataStore Objects planning enabled**� Contrary to the cube to an InfoProvider

– No “yellow” request– No Navigational attributes are present at aDSO level– Flexibility: Enhanced InfoObject Support



Integrated Planning Solutions


SAP Business Warehouse (Installation Options)

Suite

on

HA

NA

Clie

nt 0

01

SAP

BW

Clie

nt 0

02

Virtual Access

Extractor

SAP HANA / any DB

User Interfaces (BI, Mobile)

(1) (2)

BW Query

Virtual Access

Extractor

SAP HANA / any DB

User Interfaces (BI, Mobile)

BW Query

SAP

BW

Embedded BWStand-Alone BW

SAP S/4 HANA


Why use Integrated Business Planning for finance vs standard SAP BusinessObjectsPlanning and Consolidation, version for SAP NetWeaver?

• Embedded within the SAP Business Suite on SAP HANA where the Simple Finance Add-on for Suite on HANA is being utilized.

• Delivered content including covering multiple ERP based planning scenarios

• Allows Companies using traditional financial planning within ERP to rapidly implement whilst protecting their existing investment.

• Supports direct real time access to ERP Master data and the FI-CO document tables.

• Sweet Spot for IBP is ERP financials driven opportunities (Simple Finance) where the customer will have a significant portion of the data upon which they perform planning within the underlying Simple Finance (SAP ERP on HANA) system.

SAP Business Suite

Integrated Business Planning for finance

SAP Accounting powered by HANA

SAP HANA

Real Time Planning

HTML5 Web UI

Mobile Client

SAP BI 4.X*


Integrated Business Planning for financeReal Time Planning across the enterprise

What is Integrated Business Planning for finance� Enables financial planning capabilities provided by SAP BPC to

be seamlessly integrated in SAP ERP user interfaces and workflows, effectively replacing the current financial planning capabilities in SAP ERP

� Data replication between solutions no longer required� Plans developed in SAP BPC will be accessible in SAP ERP for

variance analysis� SAP BPC will be able to access real-time master data and

actuals maintained in SAP ERP� Now possible with Integrated Business Planning for finance to

not only enter and report on planed data but to model and calculate the required plan values all in a single application.

� Supports integrated Business planning across the various finance functions such that planning within one area automatically updates corresponding planned values within other areas (eliminates silos)

� Built upon the BPC Embedded Model

SAP BusinessObjects Planning and Consolidation 10.1 SP6


Agenda

� Change Distribution (break-back) method on web report

� Short comment on web report

� Excel Client : Continuous Improvement for Embedded Model


Agenda





Change Distribution (break-back) method on web report How to view/change distribution method

1

2

1. Select a cell on which you want to view/change the existing disaggregation method

2. Click Planning menu and Disaggregation sub-menu


Change Distribution (break-back) method on web report For one structural report (key figure only)

3

3.Click ok, the change applies to the entire column.

Then you can change the data in any cell in the column, and it will break back according to new distribution method.


Change Distribution (break-back) method on web report For two structural reports (key figure + structure)

3

3.Click ok, the change applies to the entire column.

Notice, we don’t support changing disaggregation method on the combination of key figure and structure level, but always on column (key figure) level.


Agenda





Short comment on web reportHow to use short comment

• Enable short comment from BW and Query Designer

• Open the input-ready query

• Change the comment text

• Transfer data

• Submit data

Comment columns


Short comment on web reportHow to enable short comment

• Create comment characteristic

• Create DataStore Object, add comment characteristic as data field and set it as Key Figure

• Add DSO to Multiprovider, and transfer the comment characteristic to Key Figures of Multiprovider

• Transfer the comment characteristic from Multiprovider Key Figures to Aggregation Level Key Figures

• Adjust Query

• Use comment in BPC reporting client

Read through the how-to guide here: http://scn.sap.com/docs/DOC-59001


Short comment on web reportLimitations• Up to 250 characters

• Comment is writable in input forms, but read-only in web reports

• No comment history

• No prompt (value help) for Characteristic with Master Data

• Comment on totals overwrites comments of the children (Disaggregation Copy)


Short comment on web reportComment on totals

Enabled in Query Designer by Disaggregation ON/OFF.


Short comment on web reportWhen you add comment to totals

Before you add comment to totals, each child has its own comment.

After you add comment to totals, the comment overwrites the comments of all children due to the disaggregation method “Copy”.

1

2

3


Agenda





EPM Add in : Continuous Improvement for Embedded ModelInsert New LinesDetails – 1 –

Scenario� Allow the end user to add new combination of members

(unposted) in a report and plan on it.

Feature� Insert member menu: using context menu, from the

header of a row � Select Insert new line check box� Use Member selector & select a new member for each

nested dimension from the row


EPM Add in : Continuous Improvement for Embedded ModelInsert New LinesDetails – 2 –

Scenario� As result, new members are part of the report whith

entered values� The user can plan data, simulate, save it

Feature� A new row is added in at the bottom of the report.� Dynamic formatting is applied as „inputable cells“ by

default.� Transfer action will replace the member in the report

following his code/ hierarchy positioning


EPM Add in : Continuous Improvement for Embedded ModelPlanning Functions ImprovementsDetails – 3 –

Scenario� Allow the end user to use existing filters as parameters for

planning functions

Features� Planning Object tab� Select Planning function and filters

Please note current limitation: However, if the BW filter contains variables, the user will not be able to set them in the EPM add in (default values should be used instead).But if the planning function contains variable, is still supported on the tab variable as before.The user is able to select to the aggregation level mode for each dimension instead of the filter if he want more flexibility.Note that when the BW filter is selected the dimension member cannot be changed and greyed out as it’s linked to the filter definition.



Customer specific Web UI extensions

Customer can add new pages in Administration UI, and can add entrance in the navigation tree view of Administration UI.We recommend customer to develop the web page with JavaScript based on UI5 libraryAlso security should be considered so that only authorized user can access the customized page



Create local hierarchy for global dimension

� New option to create local hierarchy when click ‘Add’ or ‘Copy’ button in global dimension

� When copy local hierarchy from global hierarchy which is time dependent, user must specify a key date if it’s time dependent hierarchy structure or specify a time range if entire hierarchy time dependent.

� When copy local hierarchy from global hierarchy which is version dependent, user must specify a version as well.

� External dimension node will be copied as text node


Create local hierarchy for Local Dimension

� Creation of local hierarchy on local dimension is same as on global dimension.

� Local master data can used when maintain local hierarchy structure.

� Both global hierarchy and local hierarchy created on global dimension( from which local dimension is created) are visible in local dimension.


Create local hierarchy

Limitations

� Local hierarchy does not support external dimension.

� Local hierarchy does not support time or version dependent.

� Local hierarchy does not support interval nodes.

Use local hierarchy

� Local hierarchy can be as same as global hierarchy as below

� Work status and BPF

� BEx Query definition

� Reporting and Planning with Excel Plug-in( AO and EPM ) and BPC web client

SAP BusinessObjects Planning and Consolidation 10.1 as part of SAP BW 7.50



Analysis Office 2.x

Standard Model Connector


Standard Model

BPC Standard Planning Components


Extended Classic Engine

BPC HANA Accelerator

Embedded Model

BW-IP

HANAPlanning EngineModels BPC Planning Components

SAP BPC 10.1 SP7 / BW 7.50 SP0Architecture overview

Design Studio



Web Admin Client

AnyDB

PAK

BPC Embedded Model & Standard Model as part of the BW 7.50 SP0 deployment


SAP Business Warehouse 7.40

Embedded Model

BW-IP

SAP HANA

SAP BW 7.40 vs SAP BW 7.50

BPC Embedded PlanningComponents

PAK

Client

BPC 10.1 ADD-ON

Business Warehouse 7.50

Embedded Model

BW-IP

SAP HANA

BPC Embedded Model

PAK

Client

Standard

ModelUpgrade


7.5 SP1 Local Query Designer: Planning enabled key figure

Transaction: RSWQD starts UI5 Application: local Query with restricted and calculated key figures, Filters


BW Workspace Query Designerplanning enabled


SAP BW Integrated Planning / PAK ImprovementsNew with SAP BW 7.5 SP0

Improved FOX Formula handling� Enable InfoObjects as reference data � Use DataStore Objects which are not planning enabled as

reference data� Explicite reference data selection � New concept of modularization by defining FORM statements *

Advanced DataStore Objects planning enabled**� Contrary to the cube to an InfoProvider

– No “yellow” request– No Navigational attributes are present at aDSO level– Flexibility: Enhanced InfoObject Support



SAP BusinessObjects Planning and Consolidation10.1 SP9

Real-Time ConsolidationKey Concepts & Roadmap

Customer


S/4 HANA FinanceCentral Finance

© 2014 SAP SE or an SAP affiliate company. All rights reserved. 91Public© 2015 SAP SE or an SAP affiliate company. All rights reserved. 91Internal

S/4 HANA Finance

SAP HANA Platform

AlignedSingle Source of Truth

AgileReal time processes

PredictiveDynamic Planning and Analysis

SAP Cash Management

Available today

SAP Accounting

Available today

Integrated Planning

Available today

Real-Time Consolidation for SAP S/4 HANA Finance

Real-Time Consolidations(Planned)New capabilities and enhanced integration for ERP and BPC but able to function wholly independent

SAP BPC NW 10.1 optimized for S/4 HANA

© 2014 SAP SE or an SAP affiliate company. All rights reserved. 92Public© 2015 SAP SE. All rights reserved.

Towards Real Time Consolidation – Key Objectives

Reduced Time to close (consolidation cycle time)

Support Real time Soft Close and Analysis

Optimise Performance and Scalability

Support Validation and Preparation at Source

Minimise / Eliminate data replication

Supports deep integration with core S4 HANA Finance but able to function wholly stand-alone

Additional functional capabilities based on customer input

Maintain Unification of Planning and Consolidations


Real-Time consolidation – Phases

• BPC Consolidation on the embedded model

• Reduce TCO (single environment)

• Maintain unification of planning and consolidations

• BPC Consolidation on the embedded model –enhancements

• Eliminate / minimize data replication

• Support validation at source

• Minimize time to close• Optimize performance

and scalability• Address requests by

customers using other SAP consolidation solutions

Phase 1 Phase 2 Future Phases

SAP BPC NW 10.1Roadmap

Customer


SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver Scope Key BenefitsReal-time consolidation With consolidation on SAP BusinessObjects Planning and

Consolidation embedded, customers can perform financial consolidation on real-time actual data from SAP S/4HANA without data replication

End-to-end line-of business (LoB) modeling Enables business users to easily define and execute their own planning scenario with reduced IT involvement

Enhanced journal Improved journal posting usability with new multiple journal templates and journal validations

Advanced consolidation monitor Customers can improve efficiency by defining consolidation-related tasks in the consolidation monitor

Advanced incremental consolidation Enhanced record-based incremental consolidation to reduce consolidation time

Continuous UX improvements Refined UX for better usability and performance on SAP BusinessObjects Planning and Consolidation HTML5 Web client

Advanced comment Full commentary capabilities, enhancing complex planning processes

Integration with predictive analytics More accurate planning with user-friendly predictive capabilities using the predictive analysis library in SAP HANA

Integration with SAP BusinessObjects Design Studio and SAP Lumira software

Able to easily build and deploy mobile-enabled analytical applications, leverage existing investments

Continuous office client convergence Converged office client providing harmonized UX for both SAP BusinessObjects Planning and Consolidation standard and embedded

Integration between SAP BusinessObjects Planningand Consolidation and SAP Disclosure Management

Seamless data integration to SAP Disclosure Management

Planned innovations


SAP BPC NW 10.1 – Consolidation on Embedded Model

Standard ModelConsolidation Monitor

Ownership

� Ownership Manager

� Ownership Calculation

Control

� Control Monitor

� Control Report

Journal

Business Rules

� Elimination and Adjustment

� Currency Conversion

� Balance Carry Forward

� IC Data & IC Matching

� Account Transformation

� US Elimination

� Equity Pick Up

Incremental Consolidation

Parallelization Consolidation

Embedded Model (First Release)Enhanced Consolidation Monitor

Ownership

� Ownership Manager

� Ownership Calculation

Control

� Control Monitor

� Control Report

Journal

Business Rules

� Elimination and Adjustment

� Currency Conversion

� Balance Carry Forward

� IC Data & IC Matching

� Account Transformation

� Us Elimination

� Equity Pick Up

Incremental Consolidation


Embedded Model (future SPs)Ownership

�Ownership Calculation

Control

� Control Monitor

� Control Report

Business Rules

US Elimination

� Equity Pick Up


Capability to consume S/4HANA data without

data replication

(both transaction data and master data)

In-memory calculation logic within HANA

SAP BusinessObjects Planning and Consolidation 10.1, version for SAP NetWeaverSAP Cloud 4 Analytics

Positioning


Introduction: Please Read

• This presentation is intended to provide guidance in the positioning of SAP Cloud for Planning (C4P) and SAP BPC.

• SAP Cloud for Planning is NOT a legal successor to any existing SAP planning solution. We continue to invest in and actively market the current SAP BPC applications, in particular SAP BPC NW.

• Specific BPC Use Cases do exist, which SAP Cloud for Planning is not designed to support and therefore should not be positioned. If cloud desired then position recommended solution on the HANA Enterprise Cloud.

• Please also refer to the FAQ which is located on the EPM Jam site at https://jam4.sapjam.com/wiki/show/fbq0PYH0ygab7BVb9QYtQp for additional information.


Introduction: Please Read

Use cases not supported by Planning Applications as part of SAP Cloud for Analytics

Recommended Solution

“Unified” Planning and Consolidations or Consolidation only scenarios.

SAP BusinessObjects Planning and Consolidation: Consolidations

Customer specific development of functionality beyond standard capabilities required

SAP BPC NW.

Real time integrated planning for SAP BPC for S/4 HANA Finance *. (Integrated Business Planning for finance)

SAP BPC for S/4 HANA Finance add on for Suite on HANA (SAP Accounting and Integrated Business Planning Components). Note: IBP requires a BPC NW License.

Migration of existing BW-IP customers to HANA wishing to protect their existing investment in BW-IP Building of applications requiring deep integration with SAP BW and/or Business Suite

SAP BPC NW (Embedded Model)

*SAP BPC for S/4 HANA Finance (aka Simple Finance, IBPF,…)


Sweet spots for SAP Cloud for Planning

Customers looking to deploy a SaaS (public cloud) application for planning:

• Greenfield opportunities with no SAP deployment• Complementary to an existing BPC deployment (Hybrid

scenario)• Currently using BPC Microsoft but wishing to leverage the

benefits of HANA and the Cloud without the need to acquire SAP NetWeaver and/or BW knowledge.


Sweet spots for SAP BPC NetWeaver for Planning

Where customer is not looking for a Public SaaS based solution.

Customer requires deep integration into SAP Business Suite.


Added Value in Hybrid Scenario

© 2014 SAP SE or an SAP affiliate company. All rights reserved.

Thank youContact information:

Planning:Detlef WassmuthProduct Management, SAP [email protected]

Consolidation:Holger HandelProduct Management, SAP [email protected]


© 2014 SAP SE oder ein SAP-Konzernunternehmen. Alle Rechte vorbehalten.

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