This book covers the major features, functions, and modules of SAP BusinessObjects Planning and Consolidation for NetWeaver, including screenshots and walkthroughs. Beyond the product functional detail, the authors also provide best practices for budgeting, planning, forecasting, and consolidations, and offer information specific to consolidation and business planning topics. Finally, the book includes a case study used as the basis for the planning and consolidation examples presented throughout.
Features and Functions
Learn how application modeling, data management, process management, and reporting work in SAP BusinessObjects Planning and Consolidation.
SAP Integration
Discover how you can integrate SAP BusinessObjects Planning and Consolidation with SAP NetWeaver and other SAP applications and components.
Reporting and Analysis
Understand the heart of SAP BusinessObjects Planning and Consolidation through extensive coverage of reporting and analysis framework.
“Deep Dive” Consolidation Scenarios
Get expert insight into real-world planning and consolidation scenarios through the use of example-driven best practices and implementation advice.
Complete Overview
Benefit from a complete overview of how SAP BusinessObjects Planning and Consolidation can improve budgeting in your enterprise.
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 SAP BusinessObjects Planning and Consolidation products. He holds an MBA in Finance from Duke University. Kumar Srinivasan is a Certified SAP Business Warehouse Consultant and works as a Senior Business Intelligence/SAP BusinessObjects Planning and Consolidation Consultant at Zebra Consulting. Together, they are the authors of SAP NetWeaver BI Integrated Planning for Finance, published by SAP PRESS.
Table of Contents
- ... Foreword ... 13
- ... Acknowledgments ... 17
- 1 ... Overview of Enterprise Performance Management ... 19
- 1.1 ... Enterprise Performance Management ... 19
- 1.2 ... Planning, Budgeting, and Forecasting ... 22
- 1.2.1 ... Planning Horizon ... 23
- 1.2.2 ... Planning Types ... 25
- 1.2.3 ... Planning Areas ... 26
- 1.2.4 ... Common Scenarios for Planning in Business ... 29
- 1.2.5 ... Considerations in Planning ... 30
- 1.3 ... Consolidation ... 33
- 1.3.1 ... Elimination of Intercompany Transactions ... 33
- 1.3.2 ... Consolidated Net Income ... 35
- 1.3.3 ... External Minority Interest ... 35
- 1.4 ... Summary ... 36
- 2 ... Overview of SAP BusinessObjects Planning and Consolidation ... 37
- 2.1 ... Business User Owned and Managed ... 38
- 2.1.1 ... Software Usability and Flexibility to Support Change ... 38
- 2.1.2 ... SAP BusinessObjects Planning and Consolidation (Microsoft and NetWeaver) ... 40
- 2.1.3 ... SAP BusinessObjects Planning and Consolidation (for NetWeaver) ... 44
- 2.2 ... Unified Planning and Consolidation ... 45
- 2.2.1 ... Planning in SAP BusinessObjects Planning and Consolidation ... 46
- 2.2.2 ... Consolidation in SAP BusinessObjects Planning and Consolidation ... 46
- 2.3 ... SAP BusinessObjects Planning and Consolidation NetWeaver Architecture ... 49
- 2.3.1 ... Client Interface ... 50
- 2.3.2 ... Web Server and .NET Application Server ... 50
- 2.3.3 ... SAP NetWeaver Application Server ... 50
- 2.3.4 ... Database Server ... 51
- 2.4 ... Introduction to SAP NetWeaver BW ... 52
- 2.4.1 ... Objects Used in SAP NetWeaver BW ... 52
- 2.4.2 ... Extraction, Transformation, and Loading Data in SAP NetWeaver BW ... 55
- 2.4.3 ... Process Chains ... 58
- 2.4.4 ... SAP Business Content ... 58
- 2.5 ... Terminology and Objects in SAP BusinessObjects Planning and Consolidation ... 59
- 2.5.1 ... Terminology ... 59
- 2.6 ... Summary ... 64
- 3 ... Modeling an Application with SAP BusinessObjects Planning and Consolidation for NetWeaver ... 65
- 3.1 ... Rich Bloom, Inc. ... 65
- 3.1.1 ... Business ... 66
- 3.1.2 ... Offices ... 66
- 3.1.3 ... Products ... 66
- 3.1.4 ... Currency ... 67
- 3.1.5 ... Case Study ... 67
- 3.1.6 ... Decision to Use SAP BusinessObjects Planning and Consolidation for NetWeaver ... 68
- 3.2 ... Building the Data Model in SAP NetWeaver BW ... 69
- 3.2.1 ... Creating and Activating InfoObjects ... 72
- 3.2.2 ... Creating an InfoArea ... 83
- 3.2.3 ... Creating a Sales InfoCube ... 84
- 3.3 ... Building Applications in SAP BusinessObjects Planning and Consolidation ... 90
- 3.3.1 ... Accessing the BPC System ... 92
- 3.3.2 ... Application Set ... 96
- 3.3.3 ... Dimensions ... 102
- 3.3.4 ... Application ... 115
- 3.4 ... Summary ... 126
- 4 ... Loading, Scheduling, and Managing Data in SAP BusinessObjects Planning and Consolidation for NetWeaver ... 127
- 4.1 ... Loading Data into an InfoCube in SAP NetWeaver BW ... 128
- 4.1.1 ... Creating a DataSource ... 128
- 4.1.2 ... Creating Transformations ... 133
- 4.1.3 ... Creating the Data Transfer Process (DTP) ... 135
- 4.1.4 ... Creating InfoPackages ... 137
- 4.1.5 ... Load Data from the PSA to the Data Target ... 141
- 4.2 ... Loading Data into SAP BusinessObjects Planning and Consolidation ... 142
- 4.2.1 ... Transformation and Conversion ... 143
- 4.2.2 ... Data Manager Packages ... 152
- 4.2.3 ... Process Chains ... 157
- 4.2.4 ... Loading Data from a Flat File into a Dimension ... 158
- 4.2.5 ... Loading Data from an InfoCube into an SAP BusinessObjects Planning and Consolidation Application ... 165
- 4.3 ... Copying Data Inside an SAP BusinessObjects Planning and Consolidation Application ... 174
- 4.4 ... Summary ... 178
- 5 ... Reporting, Planning, and Analysis in SAP BusinessObjects Planning and Consolidation ... 181
- 5.1 ... Reporting and Analysis in SAP BusinessObjects Planning and Consolidation ... 182
- 5.1.1 ... SAP BusinessObjects Planning and Consolidation for Excel ... 184
- 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 ... 193
- 5.1.6 ... Control Panel ... 205
- 5.1.7 ... Developing Reports Using SAP BusinessObjects Planning and Consolidation Web ... 211
- 5.1.8 ... Developing Reports Using Structures and VB Macros ... 214
- 5.2 ... Planning in SAP BusinessObjects Planning and Consolidation Using Input Schedules ... 221
- 5.2.1 ... Standard Templates for Input Schedules ... 222
- 5.2.2 ... Workbook Options ... 223
- 5.2.3 ... Developing an Input Schedule ... 225
- 5.2.4 ... Worksheet Dimension Lock Option ... 228
- 5.2.5 ... Park N Go ... 228
- 5.3 ... Summary ... 229
- 6 ... Developing Business Logic in SAP BusinessObjects Planning and Consolidation ... 231
- 6.1 ... Dimension Logic ... 232
- 6.1.1 ... Dimension Formulas ... 232
- 6.1.2 ... Solve Order ... 234
- 6.2 ... Script Logic ... 237
- 6.2.1 ... Script Logic Construct ... 237
- 6.2.2 ... Executing Script Logic ... 243
- 6.2.3 ... Creating Script Logic to Revalue Plan Data ... 243
- 6.2.4 ... Script Logic Files Provided by SAP ... 252
- 6.3 ... Business Rules ... 253
- 6.3.1 ... Account Transformation ... 254
- 6.3.2 ... Intercompany Booking ... 254
- 6.3.3 ... Carry-Forward ... 254
- 6.3.4 ... Automatic Adjustments ... 254
- 6.3.5 ... Currency Translation ... 255
- 6.4 ... Allocations ... 262
- 6.5 ... Using BAdIs to Code Logic ... 267
- 6.6 ... Validation ... 268
- 6.7 ... Summary ... 275
- 7 ... Process Management and Collaboration ... 277
- 7.1 ... Work Status ... 278
- 7.2 ... Comments ... 286
- 7.2.1 ... Add Comments ... 287
- 7.2.2 ... Viewing Comments ... 290
- 7.2.3 ... Report on Comments ... 294
- 7.2.4 ... Ev Functions for Comments ... 296
- 7.3 ... Distribution and Collection ... 297
- 7.3.1 ... Creating a Distribution List ... 299
- 7.3.2 ... Offline Distribution Wizard ... 302
- 7.3.3 ... Collection ... 307
- 7.4 ... Integrating SAP BusinessObjects Planning and Consolidation Data into Word and PowerPoint ... 311
- 7.5 ... Menus ... 315
- 7.6 ... Summary ... 322
- 8 ... Essential Tools for Building Applications ... 323
- 8.1 ... Transporting SAP BusinessObjects Planning and Consolidation Objects ... 324
- 8.2 ... Concurrency Locking ... 331
- 8.2.1 ... Approaches to Locking ... 332
- 8.2.2 ... Locking Features in SAP BusinessObjects Planning and Consolidation for NetWeaver ... 332
- 8.2.3 ... The Locking Process in SAP BusinessObjects Planning and Consolidation for NetWeaver ... 333
- 8.3 ... Web Administration Parameters ... 337
- 8.4 ... Statistics ... 341
- 8.5 ... Audit ... 345
- 8.6 ... Content Library ... 346
- 8.6.1 ... Accessing the Content Library ... 347
- 8.6.2 ... Posting a Document ... 347
- 8.6.3 ... Editing Document Properties ... 349
- 8.6.4 ... Add Web Page to Content Library ... 349
- 8.7 ... Security ... 353
- 8.7.1 ... Users ... 353
- 8.7.2 ... Team ... 353
- 8.7.3 ... Task Profile ... 353
- 8.7.4 ... Member Access Profile ... 355
- 8.7.5 ... Security Model ... 355
- 8.8 ... Summary ... 355
- 9 ... Consolidation with SAP BusinessObjects Planning and Consolidation ... 357
- 9.1 ... Business Rules ... 357
- 9.1.1 ... Carry Forward ... 359
- 9.1.2 ... Intercompany Eliminations (US Eliminations) ... 366
- 9.2 ... Journals ... 373
- 9.2.1 ... Creating a Journal Template ... 374
- 9.2.2 ... Managing Journals ... 377
- 9.2.3 ... Journal Reports ... 379
- 9.3 ... Consolidation Logic ... 380
- 9.4 ... Summary ... 383
- 10 ... Outlook for SAP BusinessObjects Planning and Consolidation ... 385
- 10.1 ... Harmonization ... 385
- 10.1.1 ... Authentication and Single Sign-On ... 386
- 10.1.2 ... Platform Support ... 386
- 10.2 ... Integration ... 387
- 10.2.1 ... ETL Integration ... 387
- 10.2.2 ... Data Replication ... 388
- 10.2.3 ... Drill-Through ... 388
- 10.2.4 ... Integration with SAP BusinessObjects Process Control ... 389
- 10.2.5 ... Integration with Xcelsius ... 389
- 10.2.6 ... Integration with SAP BusinessObjects Voyager ... 389
- 10.3 ... Enhancements ... 390
- 10.3.1 ... Audit Enhancement ... 390
- 10.3.2 ... SAP BusinessObjects Planning and Consolidation for Excel Enhancement ... 390
- 10.3.3 ... Business Process Flow ... 391
- 10.3.4 ... Enhancements to Consolidations ... 394
- 10.3.5 ... Enhancements to Work Status ... 394
- 10.3.6 ... Enhancement to Script Logic ... 394
- 10.4 ... Summary ... 396
- 10.5 ... Conclusion ... 397
- ... The Authors ... 399
- ... Index ... 401