SAP TPM Excel Capabilities

8/10/2019 SAP TPM Excel Capabilities

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SAP CRM TPM Excel Functionalities

By- Rajwant Mishra ([email protected])
mailto:[email protected]:[email protected]


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Playlist

Why we need TPM ?

How SAP TPM helps

Software Architecture

Data Communication

Roles

Customizing Deployment Hurdle

Custom change

Demo


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Quick Question

What did you shop last time where you got some offers ?

Does Product have this discount all the time or some time duringthe year ?

Do you shop more when you see discounts or offers ?


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Why we need TPM ?

Typical Cost Structure of a CPG Company


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Marketing Activities


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Marketing COST


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What is the Upliftwe are getting

Effect of Ineffective TPM Solutions

Only 16% of Trade

Promotions are

Profitable

Second largest cost

to the CPG Company

in Marketing

Org. struggling to get

right KPI


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Examples of Promotions


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Good to Know Terms

Customer Hierarchy

Customer Planning Groups, or CPGs, cluster together a number of customers to makeplanning easier. Different criteria can be used to cluster customers, such as all

customers belonging to the same banner or all customers of a defined regional area.

Indirect Trade

Retailers that purchase a manufacturers product through a secondary supplier (i.e., a

wholesaler or distributor)

Direct Trade

Retailers that purchase products directly from the manufacturer.

Return On Investment

Measures how well invested assets generate profits during a period. ROI is the

comparison of the net incremental margin generated by the promotional uplift in theincremental cost of the event. ROI is expressed as: ROI = Net Incremental

Margin/Incremental Cost of the Promotion.

Base Line Volume Uplift Volume Actual Volume Planned Volume


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TPM Quick View

1

Sales

(WithNoPromo

tion)

Totals

ales


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TPM Excel Overview


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?Info

to

User



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What is RFC and Why RFC?

The RFC protocol is the standard SAP interface for communication between

an SAP system and other SAP or third-party compatible systems over TCP/IPor CPI-C connections.

RFCs can be associated with SAP software and ABAP programming and

provide a way for an external program (written in languages such as PHP,

ASP, Java, .NET or C and C++) to use data returned from the server.


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Roles

To use the consumer add-in, the business user must be connected to the SAP

CRM system, with rights to the following RFC function groups, which are usedto call SAP Accelerated Trade Promotion Planning:

GENIL_RFCL

CRM_IMP_RFC

CRM_MKTPL_RFC_SERVICES

You must configure the RFC authorization for SAP Accelerated Trade Promotion

Planning


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Customizing

Localizing the Working LanguageNote: English is the default working language.

Search Fields/Pane

Structure of the Columns


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Live demo


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Overview


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Planning Workbook General Layout

Worksheets Body/ Content Area

Two Menu Ribbon Tabs

Menus icon under the Ribbon


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Planning Workbook General Layout

List of worksheets

Status Bar, Message

area


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Lets start

Click on Connect

start

Click on Volume

Planning Sheet

1

2


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Lets start

Enter your

Usernameand Password

Click on Sign in

You can use SNC, to performsingle sign on to BW and

systems.


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Note the Message Area

See Message for the Status Message!!!


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Connected.

Icons are Enabled now

See the message


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SAP Consumer Ribbon Overview

Disconnect: Disconnects

Planning Workbook from SAP data

source (option only availablewhen connected).

Connect: Connects the Planning

Workbook to SAP data source.Connecting to a data source refreshes the

data in the entire workbook and activates

the toolbar options.


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Refresh: Restores the last saved (published) data

posted in the Planning Workbook.


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Calculate: Calculates your planning inputs within

the Planning Workbook without saving (publishing)to SAP.


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Publish: Saves data entered in the Planning Workbook to thedatabase (SAP).

When you make changes to your planning data, it is

recommended that you first select Calculate to see the impact ofyour planning inputs before Publishing (Saving) to SAP.


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Search: Shows or hides the Search Pane. Use the Search Pane to retrievedata from the SAP data source. You can filter the data in your workbookusing the Search Pane.

You can perform a search in the Search Pane in one of two ways:

1.Specify the search criteria and execute the search

2.Select a search favorite and execute the search


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Create from Selection / Calendar / Shift Dates:Promotions can be created and Mass date change


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Help: Provides useful guidance / tips / reminders.


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Click on Small Down Arrow to see further Menu Under Help Ribbon ICON

Message Pane is one of the Important Area will refer in this tool for any message


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Error /Messaging : Volume Planning

You can see all the MessagesError/ Warning/ Information here .

Refer this area when you see

nothing is happening.


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Search Favorites


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Search pane Revisited!!!

After we select

data

ToClose

To start

the SAP

Search


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What is Search Favorites?

Search favorites will help you saving your Search Pane Filter value for future

reference It will be saved on your local system

You may access it using drop down available under Search Pane heading My

Searches


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Search pane

Click down arrow

to list your saved

search Favorites

To delete existing

search Favorites

To create new

Search Favorites


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Deployment Hurdle

Global and Local IT Involvement

Initial user issue if System related changes are not in Sync

Date & Time issue

Changes or Update to Custom code


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Custom change

Visual Studio VSTO 2010

Any change is Possible

Unlike SAP ABAP, Source code is not shared

C#.net is preferred Language

Macros can be used

I am good in Macro why do I need C#.net to work on this ?


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Advantage

Excel frontend

Intuitive User Interface

Easy to Operate

No Need to Navigate from SAP to Excel

All the Excel related work can be done

With HANA, speed is improving

D


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Demo


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Documents

SAP TPM Excel Capabilities