SAP Business

Planning and
Consolidation

Administrator Training

Session 5

Agenda - Session 5

SAP Business Planning and Consolidation Case Study

SAP AG 2006, Title of Presentation / Speaker Name / 2

SAP Business Planning and Consolidation Case Study

PIP Manufacturing is replacing their current financial reporting system

with SAP Business Planning and Consolidation. The company is
rapidly expanding and outgrowing their current legacy financial
systems.
Your task is to configure a BPC application set for their calendar year
that will accommodate the following:
– 2008 Actuals
– 2008 Forecast data
– 2009 Budget data

SAP AG 2006, Title of Presentation / Speaker Name / 3

Key Financial Application Requirements

Application Set Name - PIP

Application Names – Finance, Rate
The following dimensions are required in the Finance application:
– Account
– Category*
– DataSrc
– Entity *
– IntCo *
– RptCurrency
– Time *
The following dimensions are required in the Rate application:
– Category *
– InputCurrency*
– Rate
– RateSrc
– Time *

Note: Only the dimensions with an asterisk (*) require customization.

SAP AG 2006, Title of Presentation / Speaker Name / 4

Key Financial Application Requirements

All other “out-of-the-box” applications can remain for future use.

The following files are needed for dimension creation and data loads:

Published financial reports need to be generated in order for financial

analysts and executives to view using Internet Explorer.

SAP AG 2006, Title of Presentation / Speaker Name / 5

Guidance Notes

Step 1: Make a copy of the ApShell application set and name it PIP. Do
not copy the sample database records.

Step 2: Customize the PIP shared dimensions using the

PIP_Dimensions.xls workbook. You will need to update the Time,
Category, InputCurrency, Entity and Intco dimensions, in that order.
Run a full optimization on all applications.

Hints:
All files needed for this case study are located in the
C:\BPC Training Files\Admin\Case Study folder.
For the Entity dimension, remove the Function and Region properties
from the dimension.
For the Entity dimension, fill out the Owner and Reviewer properties
with your servername\userid for all entity members.

SAP AG 2006, Title of Presentation / Speaker Name / 6

Guidance Notes

Step 3: Validate and Save the following Script Logic files in the
Finance application:
ICElim.LGF
FXTrans.LGF
Default.LGF

Step 4: Modify the AdminMbrAccPrf member access profile in Security

in order to process the profile. Changes are not actually required at
this time. Only the processing is required.

SAP AG 2006, Title of Presentation / Speaker Name / 7

Guidance Notes

Step 5: Populate the Finance application with the following data files:

PIP_ACTUAL_DATA.TXT

PIP_BUDGET_DATA.TXT

PIP_FORECAST_DATA.TXT

Hints:
Create one new conversion file with three worksheets that will be used
to convert the three different time formats in the load files.
Create three new transformation files that will be used to load the
Actual, Budget and Forecast data. Link each transformation file to the
applicable worksheet in the single conversion file. The syntax is as
follows:
dimension=workbookname.xls!worksheetname

SAP AG 2006, Title of Presentation / Speaker Name / 8

 Transformation & Conversion Files

PIP_ACTUAL_IMPORT Transformation

PIP_TIME Conversion File

PIP_BUDGET_IMPORT Transformation

PIP_FORECAST_IMPORT Transformation

SAP AG 2006, Title of Presentation / Speaker Name / 9

Transformation & Conversion Files Close-Up

PIP_TIME Conversion File

PIP_ACTUAL_IMPORT Transformation PIP_BUDGET_IMPORT Transformation PIP_FORECAST_IMPORT Transformation

SAP AG 2006, Title of Presentation / Speaker Name / 10

Guidance Notes

Step 6: Create the following report using a dynamic report template

then save the template as B03 NetIncome in the eExcel\Reports\Book
Reports Company folder.

Prepared by “Your Name”

SAP AG 2006, Title of Presentation / Speaker Name / 11

Guidance Notes

Step 7: Create and publish a one section book named European

Book.xls.

SAP AG 2006, Title of Presentation / Speaker Name / 12

Guidance Notes

Step 8: In BPC Web, create a web page that can be accessed by all
users. The web page must display your published book of reports.

SAP AG 2006, Title of Presentation / Speaker Name / 13

Guidance Notes

While viewing your published book, open and view the published
NetIncome report for the EUROPE entity member.

SAP AG 2006, Title of Presentation / Speaker Name / 14

Guidance Notes

Step 9: Post the following documents to the Content Library with the
associated Document Types and Sub Types.

Hints:
Create the Document Types and Sub Types in BPC Administration
prior to posting.
Associate all postings with the Finance application.
Allow all users to view the postings.

SAP AG 2006, Title of Presentation / Speaker Name / 15

DEMONSTRATION

SAP Business Planning and Consolidation Case Study

Demonstration

SAP AG 2006, Title of Presentation / Speaker Name / 16

APPSHARE PLACEHOLDER

SAP AG 2006, Title of Presentation / Speaker Name / 17

QUIZ PLACEHOLDER

SAP AG 2006, Title of Presentation / Speaker Name / 18

EVALUATION PLACEHOLDER

SAP AG 2006, Title of Presentation / Speaker Name / 19

Thank You!

Have a nice day…

SAP AG 2006, Title of Presentation / Speaker Name / 20