DEMO SCRIPT (Internal Document) Planning and Consolidation (MS) Overview Demo Scenario ID: 8038 General Information Cross Industry SAP BusinessObjects Planning and Consolidation, version for the Microsoft Platform Authors Derek Johnson (I011782) Roy Ostergren (I817109) Thijs Jan Hansen (I052427) Date Last Updated 3 February 2012
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Transcript
DEMO SCRIPT (Internal Document)
Planning and Consolidation (MS) Overview Demo
Scenario ID: 8038
General Information Cross Industry
SAP BusinessObjects Planning and Consolidation, version for the Microsoft Platform
Demo description: This overview demo scenario highlights the main strengths and differentiators of SAP BusinessObjects Planning and Consolidation 10, version for the Microsoft Platform, and showcases how it can help organizations streamline the planning and monthly financial process. It is an introduction to BPC showing key features and functionalities, and can be used in combination with other demo scenarios.
Intended audience: Line of Business Finance
Business pain points: Accelerate cycle time for planning and budgeting and increase business user productivity
Improve the accuracy of planning and forecasting
Model potential business strategies and decide on a course of action that maximizes value creation
Streamline the statutory consolidation process
Keep compliance and auditing costs down
Value proposition: Improved agility with the ability to quickly model new business scenarios and decide on a course of action that maximizes value creation
Reduced training time and increased productivity with familiar, intuitive interfaces that help workers make the most of their time
Reduced cycle time through collaboration in a unified landscape, streamlining the process of creating and approving plans, budgets, and forecasts.
More accurate plans aligned with strategic goals via top-down and bottom up budgeting capabilities
Fast, accurate close thanks to an automated consolidation process that helps you meet all statutory and management reporting requirements with a complete audit trail
Minimized business and compliance risk with fast, accurate management and statutory reporting
Reduced maintenance, simplified deployment, and improved data with unified planning and consolidation capabilities in a single application
Protagonists The demo scenario focuses on a Financial Analyst at BestRun Corporation.
Story flow summary The storyboard has been build around a company BestRun Corporation which distributes food products and has subsidiaries worldwide**. The company has closed the acquisition of a new subsidiary in Italy and this is the first month that the Italian entity will be included into the financial statements. After focusing on the consolidation a Financial Analyst identifies that Sales Revenue has dropped during the last quarter and the Financial Analyst makes adjustments to close the gap between the Year-end Forecast and Targets. See section 4.1 for a full description ** Product descriptions have been kept generic and can be changed for any demonstration.
and easily switch between reports, input schedules,
dashboards and workspaces
Optional:
You can add favorites based on content stored in the
library, such as reports, input schedules dashboards and
workspaces
2. In the left pane: Click on Processes In the right pane: “1. Select a process” Select Overview “2-Select Process Context” Select Category: Actual SCOPE: Corporate Entity: Italy Time: 2011.SEP
“3-Click on “open process” Click Open Process button
The Financial Analyst opens the Activities for this business
process. Planning and Consolidation provides the ability for
your organization to streamline repeatable business
processes. These business processes can be configured to
give you control & consistency, while giving users the
benefit of being “guided” through the business process
instead of having to search for information or go through an
intensive training course.
User Experience
Easy access to Business Process Flow (BPF)
activities
BPFs allow standard processes to be performed and
monitored systematically
User can see what processes are being performed
and what tasks they are expected to complete
For approvals or rejections, can select multiple tasks
and approve them all at once
The Financial Analyst wants to have a clear overview of the
financial and non-financial results and therefore he is goes
14. Optional (Talking Point only): In the EPM Pane click on “Load Forecast Data”
Optional (Talking Point only)
Click through the wizard by clicking Next 3 times until you reach the Source and Destination window.
Optionally click on Add behind Category to show the list of categories
Click Cancel to close the Copy Data package.
In this scenario we have already loaded the Forecast data. However, Planning and Consolidation provides end-users the ability to copy data for example to create pro-forma forecast data by copying data from Actual, Budget, or Target. A business user can easily do this by opening a Copy Data wizard and make selections across all dimensions eliminating the need for manual actions. Business Users can copy data across different data categories without IT involvement
15. In the P&L report click on Target
Right-click on Target
Select the EPM context menu and select Insert
member
In the dialog box select Category and click Select
Members
In the report the financial analyst can directly add the
forecast data in the report. By selecting the category from
the Member Selector the report is directly update with
Forecast data and the variance versus Actual. In the report
the Financial Analyst can see that Actual sales revenue is
far below the Forecast and even further below the Target
set at the time of this acquisition.
Business Users can easily modify reports and drill-
Ensure the EPM Context is set to: o Account = Sales Revenue o Category = Actual o Currency = LC o Entity = E202 – Italy o Product = P00 – All Product Lines
Select the PRODUCT dimension and drag it to cell A2
In cell B1 type: 2011.Q2
In cell C1 type: 2011.Q3
Expand (double click on) All Product Lines
In cell D1 type Variance
In cell D2 create the formula =(C2-B2)/B2
Expand (double click on) Product A
Select cell B1 and C1
In the EPM ribbon click on the drop-down button next to Expand and select Children
Click Expand
Using the EPM add-in the Financial Analyst can quickly
select and query the data until the most granular level. This
shows him that the revenue has significantly decreased
during the 3rd Quarter.
Easy of report design, publication and navigation
Create reports faster and easier using drag and drop,
auto fill, and auto complete capabilities as well as new
dimension member selector with rules functionality
Increase flexibility using cell-based formulas to retrieve
information (data and properties) or to override
existing data
Produce multiple reports from different EPM sources
in a single worksheet and write back data to multiple
systems at the same time
Leverage new book printing and publication function
(incl. reusable templates
Improve what-if analysis and scenario planning with ability to run simulations at parent level or instantly calculate parent member based on child values
Insert a line chart using the basic Excel functionality
21. Click on the sheet Analysis
Ensure the EPM Context is set to: o Account = Sales Revenue o Category = Actual o Currency = LC o Entity = E202 – Italy
Optional: the previous step explained how to create an ad-hoc report using the EPM add-in functionality. If you do not want to create an ad-hoc report on the fly than consider using this report which is similar to the final result of the ad-hoc analysis.
Scroll down to the Price per Unit part of the template
Select the forecast for Product 1 – Oct-Dec (amounts 270, 275, 275)
In the EPM Excel ribbon click on Planning and select Weight.
In the Increase value section select By Percentage and type 5
After consulting with the Italian subsidiary the Financial Analyst is going make three adjustments:
For product 1 the market prices have increased around 5% and therefore the current forecast needs to be adjusted.
For product 2 the market prices have decreased; however, the company cannot lower the price per unit due to Margin.
BestRun Corporation Italy will start distributing / reselling a new product in Product Line B which has shown an increase in during the 3rd quarter.
(These points will be added as a thread in Streamwork) The Financial Analyst goes ahead with the first point and will adjust the Unit Prices for Product 1. He makes use of the embedded Planning functionality which enables him to easily weight data and increase the Forecast Prices by 5%. Integrated planning capabilities like spreading, trending, and weighting data.
Select the forecast for Product 2 (amounts 594, 714, 612)
In the EPM Excel ribbon click on Planning and select Weight.
In the Increase value section select By Percentage and type -10
Next the Financial Analyst goes ahead with adjusting the Sales Volume Forecast for Product 2 and decreases the Sales Units Sold by 10%.
24. Click “Save Data” in the EPM ribbon
After the first to changes have been made the Financial Analyst saves the data. Real-time consolidation: data is automatically calculated, translated, and consolidated when users submit information
Optional: In the Edit report Pane you can change the row dimension’s expansion. Click the “Select Members” button for Product. Change the criteria from “Children of” to “Descendants of”
32. Change the Context of the Report. The report was displaying sales in our Global Reporting currency of United State Dollars. We want to update the Sales Forecast in Italy’s local currency of Euros.
Click on BestRun Corporation & change the entity to Italy. Click ok.
Click on United States Dollars & change the currency to Local Currency. Click ok.