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Sap BPC 7.5 To 10.1
Sap BPC 7.5 To 10.1
Greg Wright
VantagePoint Solutions
Produced by Wellesley Information Services, LLC, publisher of SAPinsider. © 2016 Wellesley Information Services. All rights reserved.
In This Session
• This session provides leading practice tips and practical expert advice for guiding your
SAP Business Planning and Consolidation (BPC) implementation or migration
Practical, field-tested areas to plan for a successful project
BPC upgrade paths and approaches, while taking your existing SAP environment into
account
Obtain lessons to properly identify any outstanding issues in all areas of your current
production environment so you can fix them before the implementation or upgrade
Understand SAP’s support for all releases of SAP Business Planning and
Consolidation and SAP’s EPM strategy
1
What We’ll Cover
2
Focus on Two Main Perspectives
• Upgrade to 10.1
BPC MS 7.5
BPC NW 7.5/10.0
• New implementation
Which version
Which platform
Microsoft
Source: SAP Product Availability Matrix
SAP NetWeaver
®
Hosted
3
Robust Financial Platform — Enterprise Performance Management
4
Items to Consider
• Timelines
• Strategy
• Business disruption
• Known areas to “standardize”
• Data sources
• Data preparation/cleansing
• Calculation engine
Dimension formula and Calculation scripts
• Templates
• Security
• UAT
• Rollout
5
Master Data Controls
• At source system(s)
• In EDW/DataMart
• Via Master Data Management
• Data manager/BPC
• HANA
6
Source Data Managed
• Flat files
• Enterprise Data Warehouse
• DataMart
• HANA
• Various
7
Data Integration Considerations
• Automation
• Real-time
• Validation/error handling
• Drill-through
• Integration with Business
Intelligence/Reporting Strategy
8
Enterprise Performance Management Execution
• Once the business process has been agreed, the underlying issues keeping
organizations from resolving this problem that will be adopted and leveraged enterprise-
wide are:
The lack of clarity around technology
Appropriate staffing
Project approach
Source: VantagePoint
9
Identifying Your Position in the Journey
10
What We’ll Cover
11
Key Area 1 — Executive Sponsorship
12
Key Area 2 — Business Vision
13
Key Area 3 — Communication
14
Key Area 4 — Clear Requirements
15
Key Area 5 — Data
• What is the desired level to plan/analyze … and does your actual data support this level?
• What other metrics are required?
• What are the sources?
• How “clean”/homogenized is your data?
Data Validation
• Don’t overestimate your knowledge of your own data
16
Key Area 6 — Project Team
17
Key Area 6 — Project Team (cont.)
18
Key Area 7 — Critical Success Factors
Measurable/Actionable/Substantial/Accessible
19
Key Area 8 — Implementation Partner
20
Key Area 9 — Project Management
21
Key Area 10 — Change Management
System Administrator
Service-Level Agreements/Expectations
Contact/Management
Internal/External
Source: Spencer Johnson, M.D
22
What We’ll Cover
23
Data Tip 1 — Keep the Focus on Required Insights
24
Data Tip 2 — Minimize Movement, Maximize Visibility
25
Data Tip 3 — Keep Actuals in Focus
26
Data Tip 4 — The Right Data for Your Specified Model
Tax reporting
Capital expenditures
Workforce/Headcount management
27
Data Tip 5 — Remember the Bottom Line
Network bandwidth
Performance
ETL
Documentation
• Compare value provided versus additional cost when determining data granularity
28
What We’ll Cover
29
BPC 10.1 Major Enhancement Areas
Area Enhancement
User Experience • EPM Excel Add-In – Drag and drop functionality simplifies ad hoc
reporting and end-user experience
• New Web User Interface and Mobile Capabilities – engages
executive team and non-financial stakeholders
Functionality • Process Flows
• Visibility into Consolidations and Planning processes
• Creation and monitoring of controls
• Enhanced Audit tracking
• Journal Entries
Infrastructure/System • Improved Application Performance
Performance • Script Logic Parallelization
• Deeper HANA integration
• Enhanced integration between SAP EPM and BI suites
30
BPC Terminology Change
31
BPC Platform Options
• Microsoft Standard
• SAP NetWeaver
BW Standard
BW running on HANA Standard
• HANA
SAP S/4HANA Embedded
• Cloud for Analytics
Cloud for Analytics for planning
Digital Boardroom
32
BPC 10.1 NW Standard vs. Embedded
Feature Standard Embedded
Data Modeling • Single Key Figure • Multi-Key Figure
• Protected Namespace • Full EDW access
Transact Data • Data copied to BPC namespace • Data sourced from EDW
Master Data • Copied to BPC namespace • Can be utilized from EDW
• Cannot use compound master data • Can use compounded definitions
SQL Push to HANA • Use BAdI • Delivered functionality
Cell locking • Last in wins • First in wins
Calcs • Script logic • FOX formula logic (functions can execute in
• HANA-optimized functions HANA)
• HANA-optimized functions
Consolidation • Full function consolidation • Planning only
User Interface • EPM Add-in and Web • EPM Add-in (BEx query), Analysis for Office,
• EPM Add-in has Drill through, BEx, and Web
Disaggregation enabled • EPM Add-in has drill-through, Disaggregation on
Source: SAP Platform Solution Group roadmap
33
What We’ll Cover
34
Migrating to Classic BPC 10.x NW
• BW Accelerator (optional)
7.0 7.2
35
Migration Information in the PAM
37
Migration Utility for BPC 7.5 NW to 10.0 NW
38
Migration Utility Parameters
39
BPC Features That Migrate
BPC Objects, Tasks, and Process Migrated
Administrative settings
Applications Models
Dimensions
Terminology adjustments for new naming conventions
User IDs
Owner and reviewer properties of the dimensions
Security: teams, task profiles, data access profiles, assignments
Journals
Business rules
Validation rules controls
Data manager features, including process chains, script logic, prompts
Content library
Business process flows (BPFs)
40
BPC Features That Do Not Migrate
41
Viable Migration Options for BPC 10.1 NW Classic
42
What We’ll Cover
43
Migration to BPC 10.1 Microsoft
• No migration program
BPC software is uninstalled and reinstalled with the new version
Migrating the Appset (7.5) to an Environment (10.1) is accomplished using the BPC
Server Manager on the Application Server
44
Migration Steps to BPC 10.1 MS
• Data migration
Restore the 7.x Appset backup
45
BPC Features That Migrate
BPC Objects, Tasks, and Process Migrated
Fact table data and comments
Administrative settings
Applications Models
Dimensions
Terminology adjustments for new naming conventions
User IDs
Owner and reviewer properties of the dimensions
Security: teams, task profiles, data access profiles, assignments
Journals
Business rules
Data manager features, including process chains, script logic, prompts
Content library
Business process flows (BPFs) – some have been removed or changed 46
BPC Features That Migrate (cont.)
47
BPC Features That Do Not Migrate
48
BPC 10.1 MS Server Manager
49
BPC 10.1 MS Server Manager (cont.)
50
BPC 10.1 MS Server Manager (cont.)
51
BPC 10.1 MS Migration Log
52
What We’ll Cover
53
EvDRE to EPM Add-In Report Migration
54
EvDRE Support in the EPM Add-In
2. EvHNV()
3. EvMNU()
55
Report Migration Approach
Remediate as required
56
Report Migration Approach (cont.)
Remediate as required
57
What We’ll Cover
58
SAP’s Support Strategy for All BPC Versions
* Generally Available
** End of Mainstream Maintenance
Source: SAP Product Availability Matrix
59
SAP Solutions for EPM
60
SAP EPM Focus
61
EPM Vision
62
What We’ll Cover
63
Where to Find More Information
• SAP EPM product requirements and release dates (product availability matrix)
https://service.sap.com/sap/support/pam *
http://global.sap.com/analytics/index.html#section_3
http://help.sap.com/boepm
65
Your Turn!
67
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