SAP BPC - Administrator Training

SAP Business
Planning and
Consolidation
Administrator Training
Session 1
Agenda
Session 1
Course Objectives
What is SAP Business Planning and Consolidation?
SAP Business Planning and Consolidation Architecture
PetDepot Overview and Requirements
Development Phase
Getting Started
Creating an Application Set
Creating Dimensions and Properties
SAP AG 2007, SAP Business Planning and Consolidation / 2
Agenda
Session 2
Creating Applications and Adding Dimensions
Optimization
Introduction to SAP Business Planning and Consolidation Logic
Loading and Validating Data
Session 3
BPC for Excel
Navigation
Working with Dynamic Report and Schedule Templates
BPC Comments
Book Publication
BPC Web
Content Library
Live Reporting
BPC for Word

BPC for PowerPoint
Agenda
Session 4
Security
Work Status
Business Process Flows
Audit
Session 5
SAP Business Planning and Consolidation Case Study
Course Objective
To develop a basic application set based on the best practice
implementation methodology used by SAP Business Planning
and Consolidation consultants and partners.
What is SAP Business Planning and Consolidation ?

A single, unified, Enterprise-wide solution.
A web-based, collaborative solution that unifies the business
planning and performance management process.
SAP Business Planning and Consolidation

Architecture
SAP Business Planning and Consolidation is based on SOA (Service
Oriented Architecture).
SAP has created a collection of services, for example:
Shared Query Engine
File Service
Authentication
This architecture allows for enhancements and fixes to be

implemented more easily.
SAP Business Planning and Consolidation

High-Level Architecture
Example of an SAP Business Planning and Consolidation

Multi-Server Environment
File Server
Database Server
Application
Server
OLAP Server
OLAP Server
All servers communicate to the Application Server

WebServer is a client to the Application Server
Database Server
Web
Server
Note: The server components can also be run in a single-server

environment.
Database Schema SQL Server

Is used as the underlying RDBMS for SAP Business Planning and
Consolidation.
Is used to store data.
Contains fact tables, dimension tables, and meta data tables.
Database Schema Analysis Services

Uses the SQL Server database as its source.
Contains the following:
OLAP Databases
Cubes
Dimensions
Aggregated data
OLAP: Defined
OLAP is an acronym for On-Line Analytical Processing.
It is a database technology that was developed specifically for
viewing and analyzing data.
It is distinguished from On-Line Transaction Processing, which stores
transactions in a relational, two-dimensional database.
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.
OLAP: Structural Elements

OLAP databases contain three basic structural elements:
Dimensions
Measures
Cubes
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 as
Parent, Child, and Sibling.
Flat
dimension
Dimension
members
Hierarchical
dimension
Dimension
members
Terminology: Measures
Measures allows you to change the view of your data:
Periodic
Week to date (WTD)
Month to date (MTD)
Quarter to date (QTD)
Year to date (YTD)
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
Terminology: Application Sets

An application set is a group of applications.
An application set contains a set of dimensions that may be shared

among its applications.
An application set is equivalent to a single MS Analysis services
database.
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 the
same application set, or have dimensions that are unique.
In MS Analysis Services, an application is equivalent to a cube.
Application Sets & Applications
Application Set
Applications
MS Analysis Services database
MS Analysis Services cubes
Terminology: Properties
Dimension members are described by Properties.
Y
(Scaling)
External Sales
(Description)
ExtSales
Profit & Loss
(Group)
Inc
(AccType)
Terminology: Data
Data is described by dimension members.
Budget
ExtSales
120,000
Store1
2008.Jan
Summit Implementation Methodology
Implement
Initiate
Design &
Configure Develop
Plan
Tune
Deploy
Review
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
PetDepot Company Overview

Specialty retailer of pet food, supplies, and services.
Founded in 1975.
Employee-owned corporation, with corporate headquarters in
St. 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.
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
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.
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
PetDepot Solution
After product evaluation, selected SAP Business Planning and
Consolidation because it:
Is unified and integrated for required business processes.
Leverages existing Pet Depot technologies such as Excel, SQL
Server, and Internet Explorer.
Contains built-in financial functionality.
Foreign Currency Conversion
InterCompany Eliminations
Has a rich set of analysis and reporting options available for the
variety of Pet Depot system users.
Provides a centralized web-based system for company information
sharing and collaboration.
PetDepot Business Dimensions

Time
Current year, Next year
Category
Actual, Budget, monthly Forecasts, What-if analysis
Account
Income Statement, Balance Sheet, Cash Flow, KPIs
Entity
Stores, organized by Region and by Store Type
RptCurrency
Local Currency, USD, EURO
DataSrc
Input, Adjustment, Total Adjusted
IntCo
For Inter Company Eliminations
DEMONSTRATION
Overview of PetDepot application set
APPSHARE PLACEHOLDER
SAP Business Planning and Consolidation Administration

Installation
From the Launch Page, click Client Software Center.

Installation
From the Software Center, click BPC Administration Installation.

SAP Business Planning and Consolidation (BPC) Administration lets
you 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.
Administrator Roles
There are different types of administrators in SAP Business Planning
and Consolidation, with different roles and access to different tasks.
An administrator may have one or both of these roles:
Application Administrator
System Administrator
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.
Creating a New Application Set

You begin by copying an existing application set, and then you
customize the application set by creating new applications,
dimensions, and members.
ApShell is an application set used as a starting point for client
implementations.
Note: Only a user with System Administrator rights can create a

new application set.
ApShell
Is the sample application set that is included with the BPC
installation.
Contains the tools required to build client application sets and
applications.
Can be used as a starting point and as a point of reference.
Launching SAP Business Planning and Consolidation

Administration
From the Launch Page, click BPC Administration.
BPC Administration Web Page

Click on an Action Pane item to log in.
The Connection Wizard

Guides you through the process of connecting to the BPC server.
Step 1: Enter Server name
Step 2: Select logon option
Use my Windows user ID and password
Use a different user ID and password
Step 3: Select default application set

Step 4: Review summary information
Click Finish, which brings you to
BPC Login
Select Application Set
Access Connection Wizard
Login by clicking OK
The Action Pane

Is context-sensitive. What you select from the hierarchical view on
the left side determines which tasks appear in the Action Pane on
the right.
The Action Pane

If you select the application set on the left, the Action Pane will
display application set tasks.
Creating Application Sets

To create a new application set, click Add 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 FileDB
subdirectories.
Sets subdirectory security on the Webfolders subdirectories.
Sets configuration parameters.
DEMONSTRATION
Lab 1
QUIZ PLACEHOLDER
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
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 the
applications within an application set.
The dimension type determines the default properties to be included
in the dimension.
You may add additional properties as needed.
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.
Member Sheets
Are where the members of each dimension (and the member
properties) 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 defined
using Manage dimension property
Member sheet
Members
Creating Dimensions
If you select Dimension Library on the left, the Action Pane will
display dimension tasks.
Creating Dimensions
To create add a new dimension, click Add a new dimension.
Maintaining Dimension Members

If you select a dimension on the left, the Action Pane will display
tasks specific to that dimension.

To view or edit dimension members, click Maintain dimension
members.

The dimension member sheet is contained in an Excel worksheet
that you can modify using Excel functionality.
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 values
in:
Reporting
Member lookups
Logic formulas
Data manager selections
Maintaining Properties
To view or edit dimension properties, click Maintain dimension
property.
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 the
OLAP cube, which will allow you to write MDX queries using that
property.
Creating Hierarchies
Hierarchies can be defined for any/all dimensions, but are not
required.
This property does not appear in the property list in Maintain
dimension property.
To define a hierarchy: add the PARENT property as a column directly
in 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.
Multiple Hierarchies
You can have more than one hierarchy within the same
dimension.
The entity STORE1 reports to the parent CONUS defined in the
PARENTH1 column.
The entity STORE1 also reports to the parent CONSMALL defined in
the PARENTH2 column.
DEMONSTRATION
Lab 2
Updating the Account Dimension
Lab 3
Creating a Product Dimension
Lab 4
Updating the Time Dimension
Lab 5
Updating the Category Dimension
Lab 6
Updating the Inputcurrency Dimension
Lab 7
Updating the Entity dimension and Creating a Hierarchy
Lab 8
Updating the IntCo Dimension
QUIZ PLACEHOLDER
End of Session 1
Thank You!
Have a nice day

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SAP Business

SAP AG 2007, SAP Business Planning and Consolidation / 2

BPC for Word

SAP AG 2007, SAP Business Planning and Consolidation / 3

SAP AG 2007, SAP Business Planning and Consolidation / 4

SAP AG 2007, SAP Business Planning and Consolidation / 5

What is SAP Business Planning and Consolidation ?

SAP AG 2007, SAP Business Planning and Consolidation / 6

SAP Business Planning and Consolidation

This architecture allows for enhancements and fixes to be

SAP AG 2007, SAP Business Planning and Consolidation / 7

SAP Business Planning and Consolidation

SAP AG 2007, SAP Business Planning and Consolidation / 8

Example of an SAP Business Planning and Consolidation

All servers communicate to the Application Server

Note: The server components can also be run in a single-server

Database Schema SQL Server

SAP AG 2007, SAP Business Planning and Consolidation / 10

Database Schema Analysis Services

SAP AG 2007, SAP Business Planning and Consolidation / 11

SAP AG 2007, SAP Business Planning and Consolidation / 12

SAP AG 2007, SAP Business Planning and Consolidation / 13

OLAP: Structural Elements

SAP AG 2007, SAP Business Planning and Consolidation / 14

SAP AG 2007, SAP Business Planning and Consolidation / 15

SAP AG 2007, SAP Business Planning and Consolidation / 16

SAP AG 2007, SAP Business Planning and Consolidation / 17

Terminology: Application Sets

An application set contains a set of dimensions that may be shared

SAP AG 2007, SAP Business Planning and Consolidation / 18

In MS Analysis Services, an application is equivalent to a cube.

SAP AG 2007, SAP Business Planning and Consolidation / 19

Application Sets & Applications

SAP AG 2007, SAP Business Planning and Consolidation / 20

MS Analysis Services database

MS Analysis Services cubes

SAP AG 2007, SAP Business Planning and Consolidation / 21

SAP AG 2007, SAP Business Planning and Consolidation / 22

Summit Implementation Methodology

SAP AG 2007, SAP Business Planning and Consolidation / 23

SAP AG 2007, SAP Business Planning and Consolidation / 24

PetDepot Company Overview

Stores located across United States and in Europe.

SAP AG 2007, SAP Business Planning and Consolidation / 25

PetDepot Store Structure

Currently four stores have been opened in Europe.

Stores fit into three store types.

SAP AG 2007, SAP Business Planning and Consolidation / 26

PetDepot Corporate Goals

Establish an Asia-Pacific Division.

To increase Net Income.

SAP AG 2007, SAP Business Planning and Consolidation / 27

PetDepot System Requirements

SAP AG 2007, SAP Business Planning and Consolidation / 28

SAP AG 2007, SAP Business Planning and Consolidation / 29

PetDepot Business Dimensions

SAP AG 2007, SAP Business Planning and Consolidation / 30

SAP AG 2007, SAP Business Planning and Consolidation / 31

SAP AG 2007, SAP Business Planning and Consolidation / 32

SAP Business Planning and Consolidation Administration

From the Launch Page, click Client Software Center.

SAP AG 2007, SAP Business Planning and Consolidation / 33

SAP Business Planning and Consolidation Administration

From the Software Center, click BPC Administration Installation.