Customer

Real-Time Planning in SAP S/4HANA Finance with SAP Business

Planning and Consolidation

Financials2016
Kirk Anderson, SAP
Legal disclaimer

The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the
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and SAP's strategy and possible future developments, products and or platforms directions and functionality are all
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All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements,
which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 1

Agenda

Topic

Overview of SAP Business Planning and Consolidation Deployment Options

SAP Business Planning and Consolidations, optimized for SAP S/4HANA Finance

Demonstration – SAP BPC, optimized for SAP S/4HANA Finance: Planning

Wrap-up

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 2

Overview of SAP Business Planning
and Consolidation Deployment
Options
Overview: SAP Financial Planning Deployment Options
Alternative Planning Options Prerequisites/Restrictions Corresponding Planning
Solution

SAP Business Planning and Any supported release and BPC NW or BPC MS. Available on-premise
Consolidation Standard Model database or via managed (private) cloud on HEC.

All BPC. Choice is

SAP Business Planning and BPC 10.1, SAP NetWeaver 7.4, BPC NW. Available on-premise or via
Consolidation Embedded Model and HANA as underlying database managed (private) cloud on HEC. dependent on
specific use case to
be addressed.
SAP BPC, optimized for SAP SAP S/4HANA Finance (ERP on BPC NW. Available on-premise or via
S/4HANA Finance HANA with SAP Accounting) managed (private) cloud on HEC.

SAP Cloud for Analytics for No prerequisites SAP Cloud for Analytics for planning.
planning (Public cloud on HCP)

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 4

SAP Business Planning and
Consolidation, optimized for
SAP S/4HANA Finance
 SAP S/4HANA Finance: Transforming Finance for Digital Business

Instant Insight Intuitive User Experience Flexible and Non-Disruptive

Real end-to-end in memory Productivity Improvements Deployment Options

Real-Time
Accounting
End-to-End Instant
Process Financial
Automation Analysis
Universal Journal

Real-Time Real-Time
Treasury and and
Cash Predictive
Management Planning

Financial Planning Accounting and Treasury and Finance Enterprise Risk

and Analysis Financial Close Financial Risk Operations and Compliance

SAP S/4HANA Finance is a comprehensive solution powered by SAP HANA® for the office of the CFO that delivers instant insights with on-
the-fly analysis across all dimensions of financial data simultaneously without system limitations due to the need for prebuilt aggregates
and data marts.

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The Nature of Instant Insight
Instant insight-to-action based on real-time information

From siloed data to

 No latency
Single Source of Truth
 Unrestricted granularity
 Built-in harmonization

From periodic processing to

 Continuous processing
Real-Time Processes  Real-time analytics
 Process intelligence
From historic data to

 Integrated planning
Planning, Forecasting,  Predictive forecasting
and Simulation
 Embedded simulation

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 7

SAP BPC, optimized for S/4HANA Finance Overview

SAP S/4HANA Finance

SAP Business Planning and Consolidation
SAP ERP Planning Consolidation
(Available today) (Planned)
Central Finance
SAP ERP SAP Accounting SAP Cash Management
Real-Time Integration
(Available today) (Available today)
(Available Today)

Non-SAP SAP HANA

ERP
 The universal journal as the foundation
 Shared master data and actuals
 “Real-Time” data access, no replication of data
 Aggregation, planning, and consolidation on-the-fly
 Single, integrated environment
 Central Finance option available to support real-time posting of
financial transactions from external SAP and non-SAP Systems

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 8

 SAP BPC, optimized for S/4HANA Finance — Planning

What is BPC Planning, optimized for SAP

S/4HANA Finance?
 Enables financial planning capabilities provided by SAP BPC to be
seamlessly integrated in SAP S/4HANA Finance, effectively
replacing current financial planning capabilities in SAP ERP

How does it differ from “Traditional” BPC?

 Supports real-time access to master data and actuals maintained in
SAP S/4HANA Finance facilitating real-time monitoring and analysis
 Eliminates need for periodic data replication
 Fully integrates into the SAP S/4HANA system, no separate system
requirements
 Delivers “content” designed to function “out of the box”
 Provides new Fiori-based reporting options

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 9

What Is Some of the Content Delivered by SAP Business Planning
and Consolidation for Planning Within SAP S/4HANA Finance?
SAP S/4HANA Finance includes templates that provide
support for:
 Cost Center Planning
 Internal Order Planning
 Project Planning
 Profit Center Planning
 Cost of Sales Planning
 P&L Planning
 Market Segment Planning
 Liquidity Planning
 Balance Sheet Planning

SAP S/4HANA Finance also includes:

 Queries
 Planning Functions
 Sequences
 InfoObjects
 InfoProviders

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 10

How Does SAP BPC, optimized for S/4HANA Finance Work?
Conceptual Overview (Architecture)
Plan / Actual Reporting Planning

Web Dynpro / Design Studio Analysis Office (AO) Add-In

BW Report Web Dynpro (EPM Envisaged)

MultiProvider

VirtualProvider InfoObjects

In-Memory Cube:
Plan Data
HANA Views HANA Views
“same” structure
as ACDOCA
ERP Table: Actual ERP Tables:
Data (ACDOCA) Master Data

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 11

Simplified Data Model: SAP BPC, optimized for SAP S/4HANA
Finance
Workbooks (i.e.,
/ERP/SFIN_A01_WB01)

PlanQuery (i.e.,
/ERP/SFIN_A01_IRQ0001)

Aggregation Levels (i.e.,

/ERP/SFIN_1A01)

MultiProvider
/ERP/SFIN_M01

Virtual InfoProvider Actuals

Standard /ERP/SFIN_V01. Based on
HANA- SAP HANA Calculation View
Optimized FICOPA_DOC
InfoProvider
Plan Data /
ERP/SFIN_R01
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 12
SAP BPC, optimized for SAP S/4HANA Finance
Facilitating integrated business planning across the finance function
EC-PCA FI-GL FI-GL
Dimensions
CO-PA
 Country
& Customer Grp.
& Product Cat. Dimensions Dimensions Dimensions
Accounts  Profit Center Accounts Accounts
Accounts
Dimensions & COBL fields & COBL fields & COBL fields
CO-PA

 Country
& Customer Grp.
& Product Cat.
Accounts
CO-PA

Dimensions
 Country
& Customer Grp.
Accounts

Dimensions
 Cost Center
CO-OM

 Orders
 Projects
Accounts

Dimensions
…
XX-XX

Accounts

(*) Period Accounting & Cost Based / GKV & UKV)

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 13

SAP BPC, optimized for SAP S/4HANA Finance
Retraction to “Traditional CO” available “IF” required

- Not all traditional CO functions have been

moved to BPC, optimized for SAP S/4HANA
Finance, for example, assessments and
distributions (allocations)
- Functionality does exist to support initial
planning in SAP BPC, optimized for SAP
S/4HANA Finance with the ability to retract to
traditional CO tables (Cost Centres, Orders,
WBS elements). Allocations (assessments and
distributions) can then be run using rules
previously defined with fully allocated values
then being transferred back.

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 14

Fiori-Based, Real-Time Plan/Actual Reporting

The user needs the role SAP_SFIN_BCR_CONTROLLER to access this Fiori launchpad

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Fiori-Based, Real-Time Plan/Actual Reporting (cont.)

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 V2.0
Fiori-Based, Real-Time Plan/Actual Reporting (cont.)
Hide & Show
Navigation Panel

Hide & Show Selection

Sort

Add &
remove

Full set of
“FI” and “CO”
dimensions

Show
Show in
in Rows/
Rows Columns
© 2016 SAP SE or an SAP affiliate company. All rights reserved. 17
Fiori-Based, Real-Time Plan/
Actual Reporting (cont.)

click

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 18

Key Benefits of SAP Business Planning and Consolidation,
optimized for SAP S/4HANA Finance

Real-Time Data Access Integrated Financial Planning

1 Enables fast issue resolution and gets you 6 Integrate your financial plans across the enterprise with a
closer to the business single tool for collaboration across the Finance function

Single Environment Modern User Experience

2 Perform your planning and actuals activities in one financial 7 State-of-the-art user experience using the
system latest technology innovations

Delivered Content Start Today

Start with SAP Business Planning and Consolidation today
3 Accelerate innovation and reducing cost of implementation 8
and move to SAP S/4HANA model in the future without re-
with out-of-the-box functionality and ready to use implementation

Responsiveness Harmonized Processes and Data

4 Closes the gap between insight and action
9 Common processes across your plans and actuals leveraged
in one system (consistency between plan and actual data)

Enhanced Visualization Foundation for Finance

5 Top of the line visualization capabilities using SAP Fiori and 10 Transformation and Innovation
SAP BusinessObjects tools A seamless path to your finance transformation

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 19

Demonstration – SAP BPC
Optimized for SAP S/4HANA
Finance: Planning
Demonstration – SAP BPC Optimized for SAP S/4HANA Finance:
Planning

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 21

Wrap-up
Where to Find More Information: Join Us Online
Global SAP Finance Social Media Channels

LinkedIn
SAP Finance

Twitter
SAP Finance

Facebook
SAP Finance

YouTube
Finance Playlist | EPM Playlists | GRC Playlist

Blogs and Communities

SAP Business Trends | CFO Knowledge on D!gitalist Magazine | SAP Analytics

SAP Solutions for Finance Newsletter

Subscribe
Main Web Channels
SAP.com (LoB Finance) | Finance content hub | SAP Solution Explorer

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 23

7 Key Points to Take Home

Key Points
1. SAP BPC Planning, optimized for SAP S/4HANA Finance enables financial planning capabilities provided by SAP BPC to
be seamlessly integrated in SAP S/4HANA Finance, effectively replacing current financial planning capabilities in SAP
ERP
2. SAP BPC Planning, optimized for SAP S/4HANA Finance enables real-time access to actual financial results and master
data within SAP S/4HANA Finance without the need for periodic replication, facilitating real-time monitoring and reporting
of plan to actual results

3. SAP BPC Planning, optimized for SAP S/4HANA Finance is deployed within the same system as core SAP S/4HANA
Finance, which can eliminate the need for separate ERP and Planning systems

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 24

7 Key Points to Take Home (cont.)

Key Points
4. SAP Business Planning and Consolidation, optimized for SAP S/4HANA Finance delivers significant predefined content
designed to address multiple traditional financial planning scenarios, accelerating implementation and reducing costs.
This delivered content can be further extended and enhanced by customers to meet their specific needs.

5. Multiple reporting options exist to support real-time reporting of plan/actual results inclusive of Excel-based reporting;
customer-defined, web-based analytical applications developed using SAP Design Studio; and a dedicated Fiori-based
HTML reporting option. Excel and Design Studio also support data input.

6. Where there is a desire to leverage previously defined assessments and distributions, the option exists to plan initial costs
in BPC optimized for SAP S/4HANA Finance then transfer the data back to traditional CO, execute the existing
assessments and distributions, and then transfer back the post allocated values to BPC. This option exists for planning on
cost centers, internal orders, and WBS elements.
7. Guidance is now provided so as to allow companies to implement traditional SAP BPC NW on HANA today, but to do it in
such a way as to provide a path forward to transition to SAP BPC, optimized for SAP S/4HANA Finance in the future.
Please see SAP Note 2243472 .

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 25

Your Turn!

Questions

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Thank you

Contact information:
Kirk Anderson
Kirk.Anderson@sap.com
416-218-6570

© 2016 SAP SE or an SAP affiliate company. All rights reserved.

© 2016 SAP SE or an SAP affiliate company. All rights reserved.

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affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and
services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as
constituting an additional warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop
or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future
developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time
for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-
looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place
undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 28

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