Transcript
SAP BusinessPlanning andConsolidation
Administrator Training
Session 1
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Agenda
Session 1Course ObjectivesWhat is SAP Business Planning and Consolidation?SAP Business Planning and Consolidation ArchitecturePetDepot Overview and RequirementsDevelopment PhaseGetting StartedCreating an Application SetCreating Dimensions and Properties
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Agenda
Session 2Creating Applications and Adding DimensionsOptimizationIntroduction to SAP Business Planning and Consolidation LogicLoading and Validating Data
Session 3BPC for Excel– Navigation– Working with Dynamic Report and Schedule Templates– BPC Comments– Book Publication
BPC Web– Content Library– Live Reporting
BPC for WordBPC for PowerPoint
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Agenda
Session 4SecurityWork StatusBusiness Process FlowsAudit
Session 5SAP Business Planning and Consolidation Case Study
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Course Objective
To develop a basic application set based on the best practiceimplementation methodology used by SAP Business Planningand Consolidation consultants and partners.
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What is SAP Business Planning and Consolidation ?
A single, unified, Enterprise-wide solution.A web-based, collaborative solution that unifies the businessplanning and performance management process.
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SAP Business Planning and ConsolidationArchitecture
SAP Business Planning and Consolidation is based on SOA (ServiceOriented Architecture).SAP has created a collection of services, for example:– Shared Query Engine– File Service– Authentication
This architecture allows for enhancements and fixes to beimplemented more easily.
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SAP Business Planning and ConsolidationHigh-Level Architecture
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Example of an SAP Business Planning and ConsolidationMulti-Server Environment
File Server
ApplicationServer
WebServer
Database Server
OLAP ServerAll servers communicate to the Application Server
WebServer is a client to the Application Server
Database ServerOLAP Server
Note: The server components can also be run in a single-serverenvironment.
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Database Schema – SQL Server
Is used as the underlying RDBMS for SAP Business Planning andConsolidation.Is used to store data.Contains fact tables, dimension tables, and meta data tables.
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Database Schema – Analysis Services
Uses the SQL Server database as its source.Contains the following:– OLAP Databases– Cubes– Dimensions– Aggregated data
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OLAP: Defined
OLAP is an acronym for On-Line Analytical Processing.It is a database technology that was developed specifically forviewing and analyzing data.It is distinguished from On-Line Transaction Processing, which storestransactions in a relational, two-dimensional database.
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OLAP
Is used to analyze summarized data rather than detailed transactions.Is multidimensional.– Data is arranged and viewed in cubes instead of tables.– This enables a quicker and more intuitive navigation of data.
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OLAP: Structural Elements
OLAP databases contain three basic structural elements:DimensionsMeasuresCubes
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Terminology: Dimensions
Dimensions consist of members.If the members of the dimension are arranged in a hierarchical order,the relationship between members is described with terms such asParent, Child, and Sibling.
Flatdimension
Dimensionmembers
Hierarchicaldimension
Dimensionmembers
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Terminology: Measures
Measures allows you to change the view of your data:PeriodicWeek to date (WTD)Month to date (MTD)Quarter to date (QTD)Year to date (YTD)
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Terminology: Cubes
Cubes are where data is stored in an OLAP database.A Cube is equivalent to a table in a relational database.Cubes allow up to 20 dimensions.– A cube that stores BPC data might be called “Finance”
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Terminology: Application Sets
An application set is a group of applications.
An application set contains a set of dimensions that may be sharedamong its applications.An application set is equivalent to a single MS Analysis servicesdatabase.
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Terminology: Applications
An application is a functional unit used for a particular purpose (e.g.Finance application, Sales application).Applications may share dimensions with other applications within thesame application set, or have dimensions that are unique.
In MS Analysis Services, an application is equivalent to a cube.
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Application Sets & Applications
Application Set MS Analysis Services database
Applications MS Analysis Services cubes
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Terminology: Properties
Dimension members are described by Properties.
ExtSales
External Sales(Description)
Inc(AccType)
Profit & Loss(Group)
Y(Scaling)
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Terminology: Data
Data is described by dimension members.
120,000
Budget
2008.JanStore1
ExtSales
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Summit Implementation Methodology
Implement
Initiate Design &Plan Configure Develop Tune Deploy Review
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Develop
Application consultant training based on the Development task:Create Dimensions
Create Applications
Create Logic/ Calculations
Load and Validate Data
Develop Reports and Input Schedules
Set up Security
Define Work Status
Develop Business Process Flows
Enable BPC Audit
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PetDepot Company Overview
Specialty retailer of pet food, supplies, and services.Founded in 1975.Employee-owned corporation, with corporate headquarters inSt. Louis, Missouri.Company Mission Statement:– To provide the highest level of health, happiness, and comfort to
companion animals and their owners.
Stores located across United States and in Europe.
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PetDepot Store Structure
In the United States, Pet Depot has opened and maintained 21 stores.– Across continental U.S., in 16 states total.– Stores typically located in large metropolitan areas.
Currently four stores have been opened in Europe.– United Kingdom– Switzerland
Stores fit into three store types.– Small– Mid-Size– Large
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PetDepot Corporate Goals
To increase market share on an international basis.– Expand into several markets in US.– Open additional distribution centers and retail stores in Europe.
- New branches in Italy, Germany, France, and Norway– Establish an Asia-Pacific Division.
To increase Net Income.– Increase Total Revenue by 25% this year.– Reduce Cost of Goods Sold, and focus on reducing Total Operating
Expenses.– Increase Total Revenue per Employee.
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PetDepot System Requirements
Require enterprise-wide, web-based solution.Need to perform the following processes:– Actuals - Financial reporting and analysis
- Current year and Next year.- Net Income, Balance Sheet, and Gross Margin analysis.- Across all stores and regions, with ability to view in local and converted
currencies.– Budgeting– Forecasting– Performance Management
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PetDepot Solution
After product evaluation, selected SAP Business Planning andConsolidation because it:
Is unified and integrated for required business processes.Leverages existing Pet Depot technologies such as Excel, SQLServer, and Internet Explorer.Contains built-in financial functionality.– Foreign Currency Conversion– InterCompany Eliminations
Has a rich set of analysis and reporting options available for thevariety of Pet Depot system users.Provides a centralized web-based system for company informationsharing and collaboration.
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PetDepot Business Dimensions
Time– Current year, Next year
Category– Actual, Budget, monthly Forecasts, What-if analysis
Account– Income Statement, Balance Sheet, Cash Flow, KPI’s
Entity– Stores, organized by Region and by Store Type
RptCurrency– Local Currency, USD, EURO
DataSrc– Input, Adjustment, Total Adjusted
IntCo– For Inter Company Eliminations
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DEMONSTRATION
Overview of PetDepot application set
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APPSHARE PLACEHOLDER
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SAP Business Planning and Consolidation AdministrationInstallation
From the Launch Page, click Client Software Center.
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SAP Business Planning and Consolidation AdministrationInstallation
From the Software Center, click BPC Administration Installation.
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SAP Business Planning and Consolidation Administration
SAP Business Planning and Consolidation (BPC) Administration letsyou build and maintain BPC applications.With BPC Administration, you can:– Create new application sets.– Create and maintain applications and dimensions.– Create and maintain formulas and logic.– Create and maintain users and security.– Create and maintain business process flows.
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Administrator Roles
There are different types of administrators in SAP Business Planningand Consolidation, with different roles and access to different tasks.An administrator may have one or both of these roles:– Application Administrator– System Administrator
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Administrator Rights
Application Administrator:– Builds and maintains the applications.– Has read access to all data (could also be a business manager for a finance
entity).
System Administrator:– IT person responsible for NT server setup and network/internet
administration.– Has technical access to data (not operational access).– Can build Application Sets.
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Creating a New Application Set
You begin by copying an existing application set, and then youcustomize the application set by creating new applications,dimensions, and members.ApShell is an application set used as a starting point for clientimplementations.
Note: Only a user with System Administrator rights can create anew application set.
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ApShell
Is the sample application set that is included with the BPCinstallation.Contains the tools required to build client application sets andapplications.Can be used as a starting point and as a point of reference.
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Launching SAP Business Planning and ConsolidationAdministration
From the Launch Page, click BPC Administration.
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BPC Administration Web Page
Click on an Action Pane item to log in.
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The Connection Wizard
Guides you through the process of connecting to the BPC server.Step 1: Enter Server nameStep 2: Select logon option– Use my Windows user ID and password– Use a different user ID and password
Step 3: Select default application setStep 4: Review summary informationClick “Finish”, which brings you to…
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BPC Login
Select Application SetAccess Connection WizardLogin by clicking OK
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The Action Pane
Is context-sensitive. What you select from the hierarchical view onthe left side determines which tasks appear in the Action Pane onthe right.
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The Action Pane
If you select the application set on the left, the Action Pane willdisplay application set tasks.
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Creating Application Sets
To create a new application set, click Add a new application set.
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Creating a New Application Set
Copies the application set Webfolders to the new application set.Creates a copy of the relational SQL database.Creates a SQL database login role for the new relational database.Creates a copy of the Analysis Services database.Copies the published books, by copying the appropriate FileDBsubdirectories.Sets subdirectory security on the Webfolders subdirectories.Sets configuration parameters.
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DEMONSTRATION
Lab 1Creating a New Application Set
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APPSHARE PLACEHOLDER
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QUIZ PLACEHOLDER
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Develop – Create Dimensions
Create Dimensions
Create Applications
Create Logic/ Calculations
Load and Validate Data
Develop Reports and Input Schedules
Set up Security
Define Work Status
Develop Business Process Flows
Enable BPC Audit
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Creating a New Dimension
You can create new dimensions in a BPC application set.– These then become shared dimensions that are available for use in any
application in the set.
Some dimensions are required dimensions and must exist in all theapplications within an application set.The dimension type determines the default properties to be includedin the dimension.You may add additional properties as needed.
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Dimension Types
Required in each application:– A = Account type dimension– C = Category type dimension– E = Entity type dimension– T = Time type dimension
Required in each application set:– R = Currency type dimension– Needed to validate currencies entered in the Entity dimension.– Does not have to be part of any applications within the set.
Required for Intercompany Eliminations:– I = Intercompany
You can also create additional dimensions as needed:– Un = User Defined dimension type. For each user defined dimension you
create, the number (n) will be incremented. For example, U1, U2, U3, etc.
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Member Sheets
Are where the members of each dimension (and the memberproperties) in your application are defined.Are .xls files that have the same name as the dimension.– For example: the Member Sheet for the dimension named Account is
“Account.xls”– When you create a new dimension, a Member Sheet is automatically
created, with column headings for every property that has been definedusing “Manage dimension property”
Member sheet
Members
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Creating Dimensions
If you select Dimension Library on the left, the Action Pane willdisplay dimension tasks.
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Creating Dimensions
To create add a new dimension, click Add a new dimension.
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Maintaining Dimension Members
If you select a dimension on the left, the Action Pane will displaytasks specific to that dimension.
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Maintaining Dimension Members
To view or edit dimension members, click Maintain dimensionmembers.
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Maintaining Dimension Members
The dimension member sheet is contained in an Excel worksheetthat you can modify using Excel functionality.
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Dimension Properties
Every dimension has required properties.Properties appear as columns in the dimension member sheets.Assigning properties allows you to filter on specific property valuesin:– Reporting– Member lookups– Logic formulas– Data manager selections
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Maintaining Properties
To view or edit dimension properties, click Maintain dimensionproperty.
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Maintaining Properties
Property name: name of the property.Length: maximum alpha-numeric size of the property values.InApp: selecting this checkbox will store the property values in theOLAP cube, which will allow you to write MDX queries using thatproperty.
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Creating Hierarchies
Hierarchies can be defined for any/all dimensions, but are notrequired.This property does not appear in the property list in “Maintaindimension property”.To define a hierarchy: add the PARENT property as a column directlyin a dimension member sheet via “Maintain dimension members”.Parent properties must be named as follows:– PARENTHn where n is the number of the hierarchy. For example:
PARENTH1, PARENTH2, etc.– You will have a PARENTHn column for each different hierarchy rollup
within the dimension.– Use the PARENTHn column to define the parent for each member – the
parent must be a valid member ID.
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Multiple Hierarchies
You can have more than one hierarchy within the samedimension.
The entity STORE1 reports to the parent CONUS defined in thePARENTH1 column.The entity STORE1 also reports to the parent CONSMALL defined inthe PARENTH2 column.
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DEMONSTRATION
Lab 2Updating the Account Dimension
Lab 3Creating a Product Dimension
Lab 4Updating the Time Dimension
Lab 5Updating the Category Dimension
Lab 6Updating the Inputcurrency Dimension
Lab 7Updating the Entity dimension and Creating a Hierarchy
Lab 8Updating the IntCo Dimension
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APPSHARE PLACEHOLDER
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QUIZ PLACEHOLDER
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End of Session 1
Thank You!
Have a nice day…
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