• Understand the complete planning and consolidation solution from SAP
• Master features, functions, and integration with other SAP components and applications
• Completely updated for BPC release 7.5, the SAP NetWeaver version

Do you need to understand what SAP BusinessObjects Planning and Consolidation (BPC) can do for your business? This is your authoritative guide to BPC to help you understand its features, functions, implementation, and integration with other SAP components and applications. In addition to learning best practices for budgeting, planning, forecasting, and consolidation, you’ll understand how BPC works for the SAP NetWeaver platform and integrates with other SAP components. This new edition covers the newest release, version 7.5, and includes additional coverage on consolidation and enhanced reporting features.

Features and Functions
Learn how application modeling, data management, process management, and reporting work in BPC.

SAP Integration
Discover how you can integrate BPC with SAP NetWeaver and other SAP applications and components.

Reporting and Analysis
Understand the heart of BPC through extensive coverage of the reporting and analysis framework.

Consolidation Scenarios
Get expert insight into real-world planning and consolidation scenarios through the use of example-driven best practices and implementation advice.

Completely Revised and Updated
Find updated content for BPC release 7.5, the SAP NetWeaver version, and extended coverage on enhanced reporting and consolidation features.

Highlights

• Planning and consolidation
• Collaboration
• Integration with SAP NetWeaver
• Loading and managing
• Process management
• Business logic and BPC
• Application modeling with BPC
• Data scheduling

The Authors

Sridhar Srinivasan is a solution architect for Zebra Consulting, Inc., in Houston, TX, and is SAP-certified for the SAP Business Intelligence and BPC products. He holds an MBA in Finance from Duke University. Kumar Srinivasan is a certified BW consultant and works as a senior BI/BPC consultant at Zebra Consulting. Together, they are also the authors of SAP NetWeaver BI Integrated Planning for Finance (SAP PRESS).

Table of Contents

• ... Foreword ... 13
• ... Acknowledgments ... 17
• ... Introduction ... 19
• 1 ... Overview of Enterprise Performance Management ... 25
• 1.1 ... Enterprise Performance Management ... 25
• 1.2 ... Planning, Budgeting, and Forecasting ... 28
• 1.2.1 ... Planning Horizon ... 29
• 1.2.2 ... Planning Types ... 30
• 1.2.3 ... Planning Areas ... 32
• 1.2.4 ... Common Scenarios for Planning in Business ... 34
• 1.2.5 ... Considerations in Planning ... 36
• 1.3 ... Consolidation ... 38
• 1.3.1 ... Elimination of Intercompany Transactions ... 39
• 1.3.2 ... Consolidation of Investments ... 40
• 1.4 ... Summary ... 42
• 2 ... Overview of SAP BPC ... 43
• 2.1 ... Business User Owned and Managed ... 44
• 2.1.1 ... Software Usability and Flexibility to Support Change ... 44
• 2.1.2 ... SAP BPC (Microsoft and NetWeaver) ... 46
• 2.1.3 ... SAP BPC (for NetWeaver) ... 50
• 2.2 ... Unified Planning and Consolidation ... 51
• 2.2.1 ... Planning in SAP BPC ... 51
• 2.2.2 ... Consolidation in SAP BPC ... 52
• 2.3 ... SAP BPC for NetWeaver Architecture ... 54
• 2.3.1 ... Client Interface ... 55
• 2.3.2 ... Web Server and .NET Application Server ... 56
• 2.3.3 ... SAP NetWeaver Application Server ... 56
• 2.3.4 ... Database Server ... 56
• 2.4 ... Introduction to SAP NetWeaver BW ... 57
• 2.4.1 ... Objects Used in SAP NetWeaver BW ... 57
• 2.4.2 ... Extracting, Transforming, and Loading Data in SAP NetWeaver BW ... 60
• 2.4.3 ... Process Chains ... 63
• 2.4.4 ... Business Content ... 63
• 2.5 ... Terminology and Objects in SAP BPC ... 64
• 2.5.1 ... Terminology ... 64
• 2.6 ... Summary ... 69
• 3 ... Modeling an Application with SAP BPC for NetWeaver ... 71
• 3.1 ... Rich Bloom ... 71
• 3.1.1 ... Business ... 72
• 3.1.2 ... Offices ... 72
• 3.1.3 ... Products ... 72
• 3.1.4 ... Currency ... 73
• 3.1.5 ... Case Study ... 73
• 3.1.6 ... Decision to Use SAP BPC for NetWeaver ... 74
• 3.2 ... Building the Data Model in SAP NetWeaver BW ... 75
• 3.2.1 ... Creating and Activating InfoObjects ... 78
• 3.2.2 ... Creating an InfoArea ... 89
• 3.2.3 ... Creating a Sales InfoCube ... 90
• 3.3 ... Building Applications in SAP BPC ... 96
• 3.3.1 ... Accessing the SAP BPC System ... 97
• 3.3.2 ... Application Set ... 100
• 3.3.3 ... Dimensions ... 106
• 3.3.4 ... Application ... 118
• 3.4 ... Summary ... 128
• 4 ... Loading, Scheduling, and Managing Data in SAP BPC for NetWeaver ... 129
• 4.1 ... Loading Data into an InfoCube in SAP NetWeaver BW ... 130
• 4.1.1 ... Creating a DataSource ... 130
• 4.1.2 ... Creating Transformations ... 134
• 4.1.3 ... Creating the Data Transfer Process ... 136
• 4.1.4 ... Creating InfoPackages ... 138
• 4.1.5 ... Load Data from the PSA to the Data Target ... 142
• 4.2 ... Loading Data into SAP BPC ... 143
• 4.2.1 ... Transformation and Conversion ... 144
• 4.2.2 ... Data Manager Packages ... 152
• 4.2.3 ... Process Chains ... 158
• 4.2.4 ... Loading Data from a Flat File into a Dimension ... 159
• 4.2.5 ... Loading Data from an InfoCube into an SAP BPC Application ... 166
• 4.3 ... Copying Data Inside an SAP BPC Application ... 174
• 4.4 ... Summary ... 179
• 5 ... Reporting, Planning, and Analysis in SAP BPC ... 181
• 5.1 ... Reporting and Analysis in SAP BPC ... 182
• 5.1.1 ... SAP BPC for Excel ... 183
• 5.1.2 ... Current View ... 187
• 5.1.3 ... Measures Dimension ... 188
• 5.1.4 ... Develop Reports Using Dynamic Templates ... 190
• 5.1.5 ... Developing Reports Using Ev Functions ... 192
• 5.1.6 ... Control Panel ... 204
• 5.1.7 ... Developing Reports Using the EVGET Function ... 209
• 5.1.8 ... Development of EvDRE Report With “No Expansion” ... 210
• 5.1.9 ... Developing Reports Using the SAP BPC Web Interface ... 213
• 5.1.10 ... Developing Reports Using Structures and VB Macros ... 216
• 5.2 ... Planning in SAP BPC Using Input Schedules ... 223
• 5.2.1 ... Standard Templates for Input Schedules ... 225
• 5.2.2 ... Workbook Options ... 225
• 5.2.3 ... Developing an Input Schedule ... 228
• 5.2.4 ... Developing an Input Schedule Using EvSND ... 230
• 5.2.5 ... Worksheet Dimension Lock Option ... 231
• 5.2.6 ... Park N Go ... 231
• 5.3 ... Summary ... 232
• 6 ... Developing Business Logic in SAP BPC ... 233
• 6.1 ... Dimension Logic ... 234
• 6.1.1 ... Dimension Formulas ... 234
• 6.1.2 ... Solve Order ... 235
• 6.2 ... Script Logic ... 238
• 6.2.1 ... Script Logic Construct ... 239
• 6.2.2 ... Executing Script Logic ... 246
• 6.2.3 ... Creating Script Logic to Revalue Plan Data ... 246
• 6.2.4 ... Creating Script Logic to Push Data from the YTD to PERIODIC Applications ... 256
• 6.2.5 ... Script Logic Files Provided by SAP ... 258
• 6.3 ... Business Rules—High-Level Overview ... 259
• 6.3.1 ... Currency Translation ... 259
• 6.3.2 ... Carry Forward ... 259
• 6.3.3 ... Account Transformation ... 260
• 6.3.4 ... Intercompany Matching/Booking ... 260
• 6.3.5 ... Intercompany Elimination ... 260
• 6.3.6 ... Validation ... 261
• 6.3.7 ... Automatic Adjustments ... 261
• 6.4 ... Currency Translation ... 261
• 6.5 ... Allocations ... 272
• 6.6 ... Using BAdIs to Code Logic ... 277
• 6.7 ... Validation ... 279
• 6.8 ... Summary ... 284
• 7 ... Process Management and Collaboration ... 287
• 7.1 ... Work Status ... 288
• 7.2 ... Comments ... 295
• 7.2.1 ... Add Comments ... 296
• 7.2.2 ... Viewing Comments ... 299
• 7.2.3 ... Report on Comments ... 303
• 7.2.4 ... Ev Functions for Comments ... 304
• 7.3 ... Distribution and Collection ... 305
• 7.3.1 ... Creating a Distribution List ... 307
• 7.3.2 ... Offline Distribution Wizard ... 310
• 7.3.3 ... Collection ... 314
• 7.4 ... Integrating SAP BPC Data into Word and PowerPoint ... 319
• 7.5 ... Menus ... 322
• 7.6 ... Summary ... 329
• 8 ... Essential Tools for Building Applications ... 331
• 8.1 ... Transporting SAP BPC Objects ... 332
• 8.2 ... Concurrency Locking ... 339
• 8.2.1 ... Approaches to Locking ... 339
• 8.2.2 ... Locking Features in SAP BPC for NetWeaver ... 340
• 8.2.3 ... Locking Process in SAP BPC for NetWeaver ... 340
• 8.3 ... Web Administration Parameters ... 345
• 8.4 ... Statistics ... 349
• 8.5 ... Audit ... 352
• 8.6 ... Content Library ... 354
• 8.6.1 ... Accessing the Content Library ... 354
• 8.6.2 ... Posting a Document ... 354
• 8.6.3 ... Editing Document Properties ... 356
• 8.6.4 ... Add Web Page to Content Library ... 357
• 8.7 ... Security ... 360
• 8.7.1 ... Users ... 360
• 8.7.2 ... Team ... 360
• 8.7.3 ... Task Profile ... 360
• 8.7.4 ... Member Access Profile ... 362
• 8.7.5 ... Security Model ... 362
• 8.8 ... Summary ... 362
• 9 ... Consolidation with SAP BPC ... 365
• 9.1 ... Steps in Consolidation ... 366
• 9.2 ... Business Rules ... 367
• 9.2.1 ... Carry Forward ... 368
• 9.2.2 ... Account Transformation ... 376
• 9.2.3 ... Intercompany Matching/Booking ... 380
• 9.2.4 ... Intercompany Eliminations (U.S. Elimination) ... 388
• 9.2.5 ... Validation Business Rule ... 395
• 9.3 ... Consolidation of Investments ... 396
• 9.3.1 ... Purchase Method ... 397
• 9.3.2 ... Equity Method ... 398
• 9.3.3 ... Proportional Method ... 399
• 9.3.4 ... Consolidation of Investments ... 400
• 9.4 ... Intercompany Elimination—Automatic Adjustments Business Rule ... 416
• 9.5 ... Journals ... 420
• 9.5.1 ... Create Journal Template ... 422
• 9.5.2 ... Manage Journals ... 424
• 9.5.3 ... Journal Reports ... 426
• 9.6 ... Summary ... 427
• 10 ... SAP BPC for NetWeaver Version 7.5 ... 429
• 10.1 ... Harmonization ... 429
• 10.1.1 ... Authentication and Single Sign-On ... 430
• 10.1.2 ... Platform Support ... 430
• 10.2 ... Integration ... 431
• 10.2.1 ... ETL Integration ... 431
• 10.2.2 ... Data Replication ... 431
• 10.2.3 ... Drill-Through ... 432
• 10.2.4 ... Integration with SAP Business­Objects Process Control ... 432
• 10.2.5 ... Integration with Xcelsius ... 432
• 10.2.6 ... Integration with SAP Business­Objects Voyager ... 433
• 10.3 ... Enhancements ... 433
• 10.3.1 ... Audit Enhancement ... 433
• 10.3.2 ... SAP BPC for Excel Enhancement ... 433
• 10.3.3 ... Business Process Flow ... 434
• 10.3.4 ... Enhancements to Consolidations ... 437
• 10.3.5 ... Enhancements to Work Status ... 437
• 10.3.6 ... Enhancement to Script Logic ... 437
• 10.4 ... Summary ... 437
• 10.5 ... Conclusion ... 438
• ... The Authors ... 439
• ... Index ... 441