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SAP EPM Add-In For Microsoft Office: September 9-11, 2013 Anaheim, California

The document provides an overview of the SAP EPM Add-in for Microsoft Office. It discusses basic features like creating connections and building reports/input forms. Advanced topics covered include multi-source reports, cell-based formulas, ribbon extension, driver-based formulas, data validation, rolling 12-month forecasts, and formatting using named ranges. More resources and documentation are provided.

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Alan Cheng
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72 views25 pages

SAP EPM Add-In For Microsoft Office: September 9-11, 2013 Anaheim, California

The document provides an overview of the SAP EPM Add-in for Microsoft Office. It discusses basic features like creating connections and building reports/input forms. Advanced topics covered include multi-source reports, cell-based formulas, ribbon extension, driver-based formulas, data validation, rolling 12-month forecasts, and formatting using named ranges. More resources and documentation are provided.

Uploaded by

Alan Cheng
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 25

September 911, 2013

Anaheim, California

SAP EPM Add-in for Microsoft Office


Pravin Datar

Learning Points
Overview of basic features of EPM Add-in for MS Office
Advanced features:
Multi Source reports
Advanced Cell Based Formulas
Ribbon Extension
Some tips and Tricks
Driver based input formulas
Data validation
Rolling 12 months
Formatting using named ranges
More resources and Documentation
2

Learning Points
Overview of basic features of EPM Add-in for MS Office
Advanced features:
Multi Source reports
Advanced Cell Based Formulas
Ribbon Extension
Some tips and Tricks
Driver based formulas
Data validation
Rolling 12 months
Formatting using named ranges
More resources and Documentation
3

Overview of basic features of EPM Add-in


Creating EPM Connections:
Local vs. Planning & Consolidation type
Local connection type is for ODBO connections (e.g. basic BW cubes).
Only used for data retrieval. Data Manager features
Custom members can be created with MDX

Planning & Consolidation type is for Web Service connections


Used for BPC 10 MS and BPC 10 NW.
Allows data input, and the use of the Data Manager ribbon, but does not
support the creation of custom members

Manual vs. Automatic connections


Automatically created connections, accessed from the BPC web portal,
are not stored in the EPM Connection Manager window
Manual connections are stored in an XML file

Building reports and input forms 1 of 2


Once logged into the EPM data
source, click the New Report
button or drag & drop dimensions
from the dimension list in the EPM
Pane to the row axis and columns
axis.
Once your report is generated, you
can access its options (tabs) by
clicking the Edit Report button. The
Report Editor opens with a list of
options and tabs.
By selecting Use as Input Form
option, the Save Data button will
become available, when coming
back to your report.

Building reports and input forms 2 of 2


Click on the Account dimension in
row axis on the EPM Pane in order
to define the desired expansion.
The Member Selector opens and
you can now define your Account
expansion
Select account member(s), and in
the Selection Relationship option
from drop-down (e.g. Member
and Descendants) , and move it to
the Selected Members window, by
clicking the right arrow button
You report now displays
NetIncome and all its descendants
for the Account dimension.

Basic formatting 1 of 2
For each report, you
can decide to apply a
formatting by clicking
the View Formats
button on the EPM tab.
A new sheet appears in
your workbook (called
EPMFormattingSheet).
Apply some formatting
to the desired sections.
Be aware of the
priority (read from the
top to the bottom).

Basic formatting 2 of 2
Return to Sheet1
worksheet and click
the Edit Report button.
Under the Options tab
click the Apply
Dynamic Formatting
checkbox and choose
EPMFormattingSheet
in the drop-down box.
Back to your report,
the formatting is
applied according to
the
EPMFormattingSheet
definition.

Learning Points
Overview of basic features of EPM Add-in for MS Office
Advanced features:
Multi Source reports
Advanced Cell Based Formulas
Ribbon Extension
Some tips and Tricks
Driver based formulas
Data validation
Rolling 12 months
Formatting using named ranges
More resources and Documentation
9

Multi Source Reports 1 of 2


Using the EPM Add-in, you can display
two reports belonging to different data
sources on the same worksheet
Report 1 is linked to a Planning and
Consolidation connection.
Report 2 is linked to a native BW cube
through ODBO driver connection.
Note that the Active Connection dropdown in the EPM Pane references all
data sources which you are
simultaneously connected to. And you
can add new connections directly from
here choosing the Select Another
connection link:

10

Multi Source Reports 2 of 2


When displaying
several reports on the
same spreadsheet, you
can turn on the Axis
Sharing Feature.
Report 1 is linked to a
Planning and
Consolidation
connection, and shares
its row axis with Report
2.
Report 2 is linked to
the same Planning and
Consolidation
connection, and
displays another
dimension in columns.
11

Advanced cell-based formulas 1 of 3


EPMCopyRange
This function enables you to add and repeat the content of a range of cells
until the bottom (columns) or the right side (rows) of a report is reached.
The range is added to the data grid and to the shift zones (if there are
ones), starting after the row axis and below the column axis.
Typically, this function is very useful when you use hidden columns
between your row headers and your data range (what we call shifting
columns).
This function is not the official successor for Before Range/After Range.
The new method for building Before and After Range would be to either
use the Sorting & Grouping feature in the axis definition, or use the new
EPMInsertCellsBeforeAfterBlock directly in the report.

12

Advanced cell-based formulas 2 of 3


=EPMCopyRange("000",TRUE,A2:D2)
Here, the formula is used to
copy a formatting range down
the rows.
It is applied for the shift
column (column B), as well as
for the data grid.
The source definition of the
formats to apply is placed in
cells A2:D2, above the report.
In cells A2:D2, you can also
add formulas to retrieve
comments instead of data for
example.

13

Advanced cell-based formulas 3 of 3


=EPMDimensionOverride("000;001",TIME",B20)
EPMDimensionOverride formula offers the ability to reference former MemberSet
cell , so that your expansion in EPM Add-in will retrieve the same result. Former
MemberSet parameters can be used (MEMBERS, BAS,SELF,LDEP(n), etc)
In this example, the formula will override the member selection for the TIME
dimension in reports 000 and 001. The dimension member selection performed in
the Member Selector is replaced by value in cell B20.

EPMDimensionOverride("000;001",TIME",B20)

14

Ribbon Extension 1 of 3
Ribbon extension
Is a way to customize your EPM standard ribbon (when connected to any EPM
Data sources)
Provides an already-customized client interface that better matches customer
front-end needs.

How it works?
You will create and place a newly generated dll in the folder which contains all
EPM add-in installation files (usually C:\Program Files (x86)\SAP
BusinessObjects\EPM Add-In).
The extensions (new dll) inside will be automatically detected by the EPM Addin each time you log-on to your EPM datasource via the Log On button.
The ribbon is automatically changed with your extension.
15

Ribbon Extension 2 of 3
How to create it?

Create an new Class Library project with Visual Studio 2008 or 2010.
Implement all methods which are defined in the interface
IEpmRibbonExtensibility.
Build your project, and name your generated dll with the name ending with
RibbonExtension.dll (for example: MegaEliteRibbonExtension.dll)
Create as many extension as you would like and define the priority order for
each and Copy this generated dll and paste it into the EPM Add-in installation
files.

Ribbon Extension 3 of 3
Result
Before enabling ribbon extension (standard ribbon)

After enabling ribbon extension (customized ribbon)

Learning Points
Overview of basic features of EPM Add-in for MS Office
Advanced features:
Multi Source reports
Advanced Cell Based Formulas
Ribbon Extension
Some tips and Tricks
Driver based formulas
Data validation
Rolling 12 months
Formatting using named ranges
More resources and Documentation
18

Driver based formulas


Driver based formulas
allow you to define the
drivers for your data input
Driver based formulas
allow you to save the
results based on user
specified calculations
based on the specified
driver
The results are
automatically refreshed
when the drivers for the
results change
Local members need to be
defined to enable driver
based formulas
19

Data Validation 1 of 2
Data Validation functionality of EPM
Add-in allows to validate data input
based on defined rules/formulas
Data Validation in EPM Add-in is
different than BPC Validations. BPC
Validation.
BPC Validations can use validation
Badi and can validate data from data
loading whereas Data Validation of
EPM Add-in is applicable to data input
through EPM Add-in and can use
formulas in EPM Add-in
Data Validation in EPM Add-in can be
used in addition to Excel Validation

20

Data Validation 2 of 2
Features available in Data
Validation functionality:
Creation of custom
formulas
Input message to guide
the users to enter valid
data
Error message to inform
users about the reasons
for invalid data entry

21

Rolling 12 months
Input schedule with rolling
12 months allow updating
display of actual and plan
periods dynamically
For doing this, start by
creating a property in time
dimension for the closed
periods and filling it for
closed dim members
While creating the report,
select context and
member only instead of
member and descendants
Create a formula showing
actual for the closed
periods and forecast for
the rest of the periods
22

Formatting with named ranges


Formatting with
named ranges allow
you to format
specific ranges in
the report with
custom formatting
We can create
named ranges for
any dimension with
any user specified
dimension members
The ranges show up
in the property
when we apply
formatting by
property
23

More Resources and documentation


How to guide - SSO implementation via client certificates for BPC 10 NW.

http://wiki.sdn.sap.com/wiki/display/BPX/Enterprise+Perfor
mance+Management+%28EPM%29+How-to+Guides

EPM Add-in user guide and installation guide

http://help.sap.com/epm

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