Instructor Handbook

BPC450
Collection: 98
Material Number: 50130870

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 Instructor Note: the approximate timing is in the Instructor Guide.

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 Note: there are several labs which use Analysis for Office in addition to Lab 28.

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 In version 10.1, there are two main options, standard and embedded. Standard is similar to
what we knew as SAP Business Planning and Consolidation 10.0, which uses account-
based InfoCubes (one data column). In contrast, the embedded model is based on SAP BW
Integrated Planning (multiple data column) InfoCubes. All of the functionality of SAP BW IP
is already available in the embedded model. Most standard SAP BPC features are planned
to be available in the embedded model.
The decision regarding whether to use standard or embedded needs to be made based on
the business requirements for each customer’s planning scenario, but both models can be
used in parallel in one system, and the same license applies for both standard and
embedded.

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 BPC Standard InfoCubes use a unique namespace just for BPC. The BPC related InfoObjects
and InfoCubes are maintained exclusively from BPC not BW. BPC Standard InfoCubes also
contain only one Key Figure whereas, other BW InfoCube could have many Key Figures.

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 The diagram shows master data and actual transaction data flowing into SAP BW from SAP
ERP and possibly other external systems. Both the SAP BW master data and transaction data
(in the InfoCube) use standard SAP BW naming conventions, meaning that delivered objects
start with a number, and custom objects start with a letter.
The standard InfoCube could, of course, be used to report on actuals. The real-time InfoCube
gets actual data from the standard InfoCube in this example. Master data is joined to the
InfoCubes via primary and foreign key relationships. In the IP planning modeler, we configure
data slices, characteristic relationships, aggregation levels, and so on for an IP scenario. The
aggregation level becomes the InfoProvider for the planning-enabled query, which can then
be used in a BEx workbook; SAP BusinessObjects Analysis, edition for Microsoft Office; or
design studio web templates

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 Embedded SAP BPC provides the best of both worlds from a planning perspective: SAP BPC
and IP together on one platform

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 Customers with a BPC license can use either the Standard or Embedded option.

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 Easy to use, both the reporting interfaces and the administration interface.
The system is build to be operated by the business with limited intervention of IT.
Choice of Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Web, and mobile interface
for sending and retrieving data.
Microsoft Excel with live access to a central data repository creates a single version of truth,
ensuring organizational alignment.
One central security concept; control data and access on mobile devices based on role and
user.
Work seamlessly with key financial applications from desktop to mobile device of choice.

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 • Deep BW Integration - Ability to access data and master data from InfoCubes with multiple
key figures

• Integrated - Completely integrated with SAP NetWeaver BW EDW

• BW Query Functionality – variables, structures etc.

• Planning sessions - Easy creation of What-If scenarios

• Disaggregation - Native allocation abilities embedded in the application

• Matrix Security - Optional way for defining rights for access to data

• Calculated Key Figure / Inverse formulas – Calculated key figures that are input enabled

• Cell locking - Keep cell values fixed when using disaggregation

• BPC Features – data audit, work status, BPFs, teams, business data profiles, DSO
comments

• Local Providers / Characteristics

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 Account based InfoCubes only have one Key Figure. Key Figure based InfoCubes have
multiple Key Figures.

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 SAP Hana permits OLTP and OLAP workloads on the same platform by storing data in high-
speed memory, organizing it in columns and partitioning and distributing it among multiple
servers. this delivers faster queries that aggregate data more efficiently yet avoid costly full-
table scans and single column indexes.

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 SAP Hana permits OLTP and OLAP workloads on the same platform by storing data in high-
speed memory, organizing it in columns and partitioning and distributing it among multiple
servers. this delivers faster queries that aggregate data more efficiently yet avoid costly full-
table scans and single column indexes.

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 SAP S/4 HANA is the next generation business suite to help lines of business and industries
run simple, with all that only HANA can do. SAP S/4HANA combines the most recent
innovations (SAP HANA platform, SAP Fiori UX) with over 40 years of experience in
mastering complex industry challenges in a new Suite that caters to digital, networked
economy.

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 With both ECC and BW on the same HANA database for example, data can be accessed on a
real time basis and therefore there should be less of a need to load data between ECC and
BW related tables.

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 The HANA Studio uses the Eclipse user interface. The image is the automatically generated
Analytic View for the /ERP/SFIN_R01 InfoCube.

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 In the BW Modeling perspective, designers can access the BW gui as well as maintain
advanced DSOs and Composite providers. SAP Queries can also be maintained from the
modeling tool.

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 Attribute views are used to give context. This context is provided by text tables which give
meaning to data. For example, if a fact table or an analytic view in a car sales database only
contains a numeric ID for each dealer, you can use an attribute view to provide information
about each dealer. Using this method, you could then display the dealers' names and
addresses, thus giving context to the data. Analytic views are used to model data that includes
measures. For example, an operational data mart representing sales orders would include
measures for quantity, sales order value, and more. Calculation views can be used in
scenarios where the Analytic Views does not satisfy the business requirements. For example,
when you need to combine the result sets from two different tables or views (with the graphic
view designer, or with the SQL UNION operator).

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 As part of an SAP HANA implementation, you want to use the modeling capabilities
of SAP HANA to build flexible information models and easily report on your data.

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 Our mission was simple; build a modern planning app in the cloud with the look and feel of a
consumer app and bring collaboration and analytics where they belong – within the context of
your planning process. Usability was a key design principle of the solution from the start – not
an afterthought – and to make this happen, an entire design team was brought into the
development process from day one to focus on user ergonomics.

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 In 1998, SAP released the first version SAP BW providing a model-driven approach to EDW
which made data warehousing easier and more efficient for SAP R3 data. Over the past 16
years SAP BW has evolved to become a key component for tens of thousands of companies
EDW

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 SAP NetWeaver BW offers flexible ways of integrating data from various sources.
Depending on the data warehousing strategy for your planning scenario,
• you can extract the data from the source and load it into the SAP NetWeaver BW system,
• or you can access the data directly in the source, without storing it physically in the
Enterprise Data Warehouse. In this case, the data is integrated virtually into the
Enterprise Data Warehouse.
Sources for the Enterprise Data Warehouse can be operational, relational datasets (for
example in SAP systems),

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 ODP is a new method to load data into BW tables.

Enables extract once deploy many architectures for sources

- Unified configuration and monitoring for all provider and subscriber types
- Time stamp based recovery mechanism for all provider types with configurable data
retention periods
- Highly efficient compression enables data compression rates up to 90% in Operational Delta
Queue (ODQ)
- Quality of service: „Exactly Once in Order“ for all providers
- Intelligent parallelization options for subscribers in high volume scenarios
SLT – SAP Landscape Transformation ie real time replication
Existing ECC extractors can continue to be used. New development should use ODP.

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 LSA: Layered Scalable Architecture (++ is LSA when HANA is being used) Unlike in LSA,
LSA++ allows reporting on data that resides (either persistent or real-time accessible) in the
Open Operational Data Store. Thus, finally the Virtualization Layer is extended so as to wrap
not only the Data Mart Layer and Propagation Layer, but also the Open Operational Data Mart
Layer

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 InfoProviders provide data to BW Queries. These are either tables or views of tables.

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 Real time Infocubes contain the plan data. Their tables sit on HANA as well. InfoCubes
created on HANA
are optimized by default.

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 Delta records are written to Real Time InfoCubes during planning

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 Request IDs need to be closed in order to delete the data.
Request IDs can be closed by switching the InfoCube to Load mode.
Infocubes can be switched to Load mode either manually or in a process chain.

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 MultiProvders allow easier modeling changes. When working with MultiProviders, the system
provides a characteristic
called InfoProvider. This can be used to restrict the dataset and control the behavior of
planning functions for example.

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 A Composite Provider is an InfoProvider that combines data from a Transient Provider,
or SAP HANA views or from other InfoProviders by Join or Union, and makes
this data available for reporting and analysis. Storing the data in the SAP HANA
database ensures faster access to data in the query.

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 Composite providers are used for unions just like MultiProviders. Composite Providers can
include a local provider for example and a real time InfoCube to access global plan data. The
aggregation level then becomes the touch point to the ABAP Planning Manager in IP
There several types of Composite Providers including:
Local Composite Providers can be maintained by business users in BW Workspaces.
Workspaces are easy to use web dynpro screens where business users can model their own
ETL solutions in a controlled environment.
Central Composite Providers are maintained from the BW Modeling Tool perspective in the
HANA Studio
Composite Providers maintain from the RSLIMO/RLIMOBW transaction codes in BW. (to be
phased out)

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 Direct Input DSOs only have an Active table.
DSO’s are written to in overwrite mode during planning.

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 Direct input DSOs only have one table.

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 API – Application Programming Interface

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 There is customizing view in SM30 for table RSADMINCV4 called BEx Values which sets the
value for the field RRXDATANOTEXIST in table RSADMINC. This can also be overwritten by
a rsadmin parameter RSR_FORMAT_NOP_VALEXCP if it does not fit the NO2 needs as
value.
Price planning is supported for BW7.4 sp7 and greater.
The key figure must be set to N02 in RSA1.

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 The BEx Query Designer is the main tool for designing queries and generating data to
analyze with an InfoProvider (i.e., InfoCube).
A restricted key figure could be Amount restricted by fiscal year 2017 for example

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 Columns
Here is where the query objects (key figures or characteristics) must be placed if you
want them to appear in the columns of the results set.
Rows
Here is where the query objects (key figures or characteristics) must be placed if you
want them to appear in the rows of the results set.
Free Characteristics
Put the characteristics, which you want to offer to the user for navigation purposes, in
this pane. These characteristics do not appear in the initial view of the query result set,
the user must use a navigation control to make use of them. You do not define the
filter values here.

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 One of the main features of any planning system is the ability to perform manual input
planning in excel workbooks. To be able to do this you need a planning enabled query.
Planning enabled queries must be created on an aggregation level and not the real time
InfoCube.
To access the query designer go to your start menu:
Choose All Programs > Business Explorer > Analyzer.
In the Add-Ins tab select Create New Query > In the Query Designer choose New Query >
Select the aggregation level.
When creating queries for BW reporting scenarios you can always pick and choose which
InfoObjects to include in the query. If you don’t need to report by material group you can
simply choose not to include it in the query.
When creating queries for planning however the rules are a little different. In this case you
need to include every InfoObject in the aggregation level to allow for manual input planning.
The reason being is that when doing manual planning every cell must represent single
characteristic values. That means that any characteristic that is not the rows or columns must
be included in the filter and restricted to single values.

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 Characteristic Restrictions
Here you define the characteristic filter values, which apply to the entire result
set.
Default Values
In this pane you define the characteristic filter values, which should be used for
the
initial view of the result set. The user may choose to modify these filters in the
result.

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 The business requirement calls for the rows to be available for input. Queries normally only
display Characteristic values if they have postings in the InfoProvider. Of course, since this is
a planning scenario and there isn’t any data yet the characteristics are set to display based on
their master data. To do that just select FISCAL YEAR/MATERIAL GROUP in the ROWS, go to the
properties on the upper right and in the EXTENDED tab choose MASTER DATA.

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 The Cost Center Planning on Periods query has a set of columns for Actual and Plan. The
Total Actual and Plan are restricted key figures of amount restricted by InfoProvider,
Category, and Fiscal Year as you can see in the image above. This fiscal year restriction is
via a variable with an offset of -1 (prior year from selected).
The Periods have the additional restriction of Period which is hard coded. The Periods are
indented below the Total key figure.

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 Restricted key figures are (basic) key figures of the InfoProvider that are
restricted
(filtered) by one or more characteristic selections. The key figure that is
restricted by
one or more characteristic selections can be a basic key figure, a calculated
key figure,
or a key figure that is already restricted.

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 When creating calculated key figures at the InfoProvider level, you:
Can include basic key figures, restricted key figures, and calculated key figures
that have been defined at the InfoProvider level.
Do not have access to all operators because some operators are only active at
query level.
Must drag the calculated key figure to the section where it should be used
because it is not automatically included in your query.
Key figures always keep their units when a query is executed. This means that
the formula is semantically incorrect if you add a currency unit, for example,
EUR, to a unit of weight, for example, kg. If you want to calculate values
without using units, use the Value Without Dimension data function.

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 Structures are combinations of InfoProvider key figures and characteristics. A structure forms
the basic framework of the rows or columns in a table.
When creating calculated key figures at the InfoProvider level, you:
Can include basic key figures, restricted key figures, and calculated key figures that have
been defined at the InfoProvider level.
Do not have access to all operators because some operators are only active at query level.
Must drag the calculated key figure to the section where it should be used because it is not
automatically included in your query.
Key figures always keep their units when a query is executed. This means that the formula is
semantically incorrect if you add a currency unit, for example, EUR, to a unit of weight, for
example, kg. If you want to calculate values without using units, use the Value Without
Dimension data function.

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 1.NOT INPUT READY(NOT RELEVANT FOR LOCKING) – use this to read the data but do block
others from changing it while you are viewing it
2.NOT INPUT READY(RELEVANT FOR LOCKING) – use this to read the data but lock it so no else
can change it while you are viewing it
3.INPUT READY(RELEVANT FOR LOCKING) - use this to allow write access and block others from
changing it while you are viewing it or changing it

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 “Values in Master Data Table” means that mathematical characteristic combinations
from the data range are displayed regardless of whether or not transaction data records
exist for them.

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 “Characteristic Relationships” means that the input help only displays correct
business selections.

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 You can copy queries from one Aggregation Level to another.

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 Multiproviders should always be used even if only one real time InfoCube is needed because
it provides flexibility for modeling changes such as adding a new InfoProvider or switching to a
different InfoProvider. Therefore, using MultiProviders provides a lower cost of maintenance
for design changes.

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 BPC 10.1 Embedded offers high integration with BW for master data and transaction data
Existing InfoObjects and InfoProviders from Integrated Planning can be used by BPC
10.1 Embedded
BPC 10.1 keeps the BPC concept of Environments and Models
Creation of InfoObjects, InfoProviders, Aggregation levels, Planning functions, fox
formulas and Queries are carried out in BW transactions(RSA1, RSPLAN, etc.)

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 The use case of a virtual provider would be some planning on none BW InfoCube source, like
transaction data in a DDIC table or even from a file.

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 A model can have one or more InfoProviders attached to it.

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 MultiProviders make it very easy to merge data in the result set.

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 Instead of using a real time InfoCube for example, you can use a native HANA table that was
created from a flat file.
After creating the local provider, you can upload to it again however there is no aggregation.
Local models are not transportable in sp5.

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 The main use case for local providers is to provide a quick ad hoc reporting and planning
solution.
Local providers are tables in HANA that can be used without any corresponding BW
InfoObjects so it is potentially a low cost of development alternative that can be configured
without any support from IT.
Local providers are not new with 10.1. They were originally offered as part of BW Workspaces
which are used by IT to provide a small sandbox for business users to perform ETL activities.
To use a Local Provider in Embedded these are the components used in a typical planning
scenario:
Local InfoProvider
Embedded Model
Aggregation Level (system generated)
Planning Functions
Planning Query
EPM Workbook with an EPM Report and Planning Functions

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 To create the local provider, go to the web client and in the Administration screen choose
InfoProviders Local Providers New Enter in a name and description Choose
Next
In the subsequent UPLOAD DATA FILE step 2 in the slide we need to upload a flat file. The flat
file will be used to derive the structure of the resulting HANA table and to provide the initial
result set.
The flat file needs to have a csv extension.
As you can see in figure there are the normal settings used in flat file loads to indicate if there
is a header row, data separators, decimal indicators and so forth.

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 In step 3 – MAP INFOOBJECTS we can turn on data audit to track who made changes to the
data. This causes the system to add audit fields into the HANA table.
In the slide I have selected the QTY and REV as the KEY FIGURES. HANA will create these as
data fields.
In the TYPE column I can select the data type for each field. For characteristics, the Type
options are:
Character String with Leading Zeroes
Date (saved as yyyymmdd)
Time(saved as hhmmss)
InfoObject
If I select InfoObject, I can select a characteristic and also choose whether to use its
conversion routine or not.
For the key figure fields, the Type options are:
Integer
Decimal
Floating Point

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 We can view the generated aggregation level in RSPLAN. In the slide you can see the
generated field names beginning with @3B. Although they appear under the InfoObjects
folder they do not exist in the normal BW data dictionary but only in HANA. Just so you know,
the aggregation level is considered to be an InfoProvider and can be viewed in RSA1.
The description W ORKSPACE AGGREGATION LEVEL OF LOCAL PROVIDER serves as a reminder
that local providers first came on the scene as a component of Workspaces.
You can proceed to create planning functions and sequences on the ‘local’ aggregation level
at this point.
When you create a query on the local provider, it can be found in the Workspace Area
InfoArea.

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 In step 5, the system displays among other things, the name of the aggregation level and
query that it created automatically. (At the time I am writing this, the query must be created
manually.)

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 You can maintain master data in a local characteristic and use that data along with the global
characteristic. Of course, you will then have plan data for members that do not exist in ECC
for example.

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 Local characteristics are created automatically when you work with Local Providers.
Properties on local characteristics are planned.

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 Local characteristics only exist as HANA tables. The BW Workspace can be used to maintain
the master data. Local hierarchies will be available in BW SP13.

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 In order to maintain master data, the characteristic must belong to an InfoCube/DSO that is
also a BPC Model.
Compounding is supported.
Time dependent attributes are supported.
Hierarchy maintainence is supported.

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 Customers using IP can convert to BPC 10.1 Embedded. Their existing InfoProviders and IP
objects can be used without any modification for the most part (user exits may be affected
since ABAP code for BW on HANA is unique).
To convert from IP to 10.1 Embedded use the following steps. (the order can vary somewhat)
First, set up a BPC environment/model on top of the existing BW and IP objects.
Second, set up the BW security – this includes the bpc related bw standard authorization
objects and the analysis authorization objects that will be enhanced in bpc.

Third, add user/team attributes to the owner dimension for work status. Add an external
characteristic if necessary to look up the owner and reviewers for the BPF.
Fourth, create the BPF template and create a BPF instance.
Fifth, set-up work status, comments, data profiles, and data audit
Sixth, create EPM Reports & Input Forms - Of course, if they are using the BEx Analyzer or
Analysis to do planning, similar workbooks in the EPM add-in will need to be developed – this
could be the biggest work item. This effort can be carried out in phases however since the
BEx queries will not necessarily be affected.

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 This scenario might be a little rare but could happen if a customer is using BPC10.0 and they
want better EDW integration. This scenario is essentially starting from bare metal since the
10.0 objects in BW have their own namespace. Consequently, there is no existing tool to
migrate a BPC 10.0 NW environment to 10.1 Embedded.
In addition, a 10.0 customer could be using an rdbms or HANA. The steps below do not
include any possible data base migration.
To perform the conversion the following steps need to be followed:
Upgrade the BW server from 7.3 to 7.4
Implement the HANABPC and CPMBPC software components
Create EDW model or use existing EDW model inside BW and create 10.1 Embedded
environment and model in BPC.
Move master data and transaction data via BW tools.
Create teams and do other security setting and assignment in BW backend.
Set-up work status and move work status locking data from 10.0 tables to 10.1 Embedded
tables if necessary.
Enable data audit (data audit logs from 10.0 cannot be moved to 10.1 Embedded)
Set up BPF templates
Build FOX script to replace BPC logic script
Build planning functions in BW
Build BEx Queries
Build EPM add-in/Web reports/input forms based on BEx Queries

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 Use the Database Migration Option (DMO) of the Software Update Manager
(SUM) it combines the upgrade and database migration to SAP HANA in one tool!

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 The Planning Function Check tool determines whether planning functions are executed in
ABAP or in SAP HANA. It uses program RSPLS_PLANNING_ON_HDB_ANALYSIS and it
should be installed in your system; otherwise, you will see the below screen stating “Program
RSPLS_PLANNING_ON_HDB_ANALYSIS does not exist”. With BW on HANA (BW 7.30 SP5
and up), we have introduced the Planning Application Kit – the BW on HANA-based in-
memory enabled planning. Planning functions and disaggregations in queries can now be
executed directly in HANA. Unfortunately, there are some circumstances under which a
planning function or a disaggregation can NOT be executed in HANA but will be executed in
ABAP. The system behaves similar to BW-IP in this case. Sometimes, it is quite hard to
decide whether a planning function/disaggregation has been executed in HANA or in ABAP.
The report RSPLS_PLANNING_ON_HDB_ANALYSIS analyzes whether a planning function
can be executed in memory.

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 • Planning Simulations – data can be calculated but not saved to the data base in Analysis
for example
• Top down distribution – there is a delivered planning function that can be used distribute
from year to period based on actual trends for example
• Formulas – FOX formulas offer a very powerful tool to perform custom calculations without
the use of ABAP code or SQL
• Uses normal BW namespace for easier data integration – IP uses normal BW objects (not
a reserved namespace)
• Characteristic Relationships – these are used to derive characteristic values for example
based on BW master data
• IP Functions etc run on the HANA calculation engine – the index server calculates data in
memory with passing data back and forth to the application server layer
• Uses the Query Designer – you can use attributes, hierarchies, variables etc
• Uses Analysis for Office and/or Design Studio – Analysis provides the Excel user interface
and DS uses the web or IPads
• Process Chain content – BW Process Chains are used to perform background jobs. There
is a provided process type for planning sequences for example
• ABAP based Planning Modeler – this is the workbench for IP objects

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 When users create data in IP, it is first stored in the user’s local memory or buffer. They can
do their testing for example and then choose to either save the data to the database or clear
the buffer.

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 The diagram shows master data and actual transaction data flowing into SAP BW from SAP
ERP and possibly other external systems. Both the SAP BW master data and transaction data
(in the InfoCube) use standard SAP BW naming conventions, meaning that delivered objects
start with a number, and custom objects start with a letter.
The standard InfoCube could, of course, be used to report on actuals. The real-time InfoCube
gets actual data from the standard InfoCube in this example. Master data is joined to the
InfoCubes via primary and foreign key relationships. In the IP planning modeler, we configure
data slices, characteristic relationships, aggregation levels, and so on for an IP scenario. The
aggregation level becomes the InfoProvider for the planning-enabled query, which can then
be used in a BEx workbook; SAP BusinessObjects Analysis, edition for Microsoft Office; or
design studio web templates

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 MultiProvders allow easier modeling changes. When working with MultiProviders, the system
provides a characteristic
called InfoProvider. This can be used to restrict the dataset and control the behavior of
planning functions for example.
The example above is based Simple Finance which has ECC on the same database as BW. It
uses a virtual InfoCube
to read live data from ECC tables.

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 Modeling in the Planning Modeler
In the planning modeler, you edit the following objects of the planning model:
Aggregation levels
To determine the level on which data can be entered or changed (manually through user input or
automatically by a planning function), you define an InfoCube of type aggregation level. An
Aggregation Level consists of a subset of the characteristics and key figures of a MultiProvider or
real-time InfoCube. Real-time InfoCubes are used to store data.
Characteristic Relationships
You use characteristic relationships to model semantic relationships between characteristics (such
as product group and product). In this way you check, for example, whether a particular
combination of characteristics can be generated (if this combination is permitted) or whether a cell
is input ready. Characteristic relationships are created for an InfoCube.
Data Slices
You use data slices to globally protect whole areas of data against changes (for example, current
values or historic values).
Planning Functions
Planning functions allow system-based processing or generation of data. The BW-BPS function
types are provided as standard. Functions can be executed immediately (using the pushbutton) or
in the background as a planning sequence. You can also define your own function types.
Planning Sequences
A planning sequence is a sequence of planning functions and manual input templates that are
executed sequentially. You can also schedule planning sequences to be processed in the
background as a step in a process chain.
Filters
A filter describes a section of a dataset that is processed, for example, in a query or a planning
function. (For example, calendar year 2004 – 2005, customer group XY).
Variables
Variables can be used in the filter for selecting characteristic values that can be parameterized, or
to parameterize planning functions or planning sequences.

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 The issue is that all of the possible permutations of the water and juice values
are in the rows. Obviously, the planner wants only valid combinations to plan
on.
Based on the query, hierarchy, and characteristic relationship settings, the
planner now has valid combinations to plan on

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 You need to derive Product Line as the planner creates values for Products. Product Line can
then be used for reporting for example. In addition, the planner doesn’t need to see Product
Line in the input form and so it is a way to make the input forms smaller.
Based on the query, attribute table, and characteristic relationship settings, when values are
planned for Product, Product Line is derived and stored in the data base.

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 You can provide restrictions in filters with member values as well as variables. When you use
a filter on an aggregation level which is on a MultiProvider, the INFOPROV characteristic is
also available to filter on.

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 Access the on line help for Planning Functions:
http://help.sap.de/saphelp_sm71_sp08/helpdata/en/43/1dfeff41130bd5e10000000a422035/co
ntent.htm?frameset=/en/44/217b88edf8648ee10000000a1553f7/frameset.htm&current_toc=/e
n/44/1f81d8cb5f0d1ae10000000a114a6b/plain.htm&node_id=13&show_children=false

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 The planning functions that are the easiest to use are the predefined planning functions. They
can be set up and maintained by simply entering the required information in the planning
modeler (by entering a target in a copy function for example). These planning function provide
a defined behavior that can only be influenced within the limits set by the Customizing options.
Fox Formulas can be used to create more powerful planning functions. As they provide certain
functionality that is usually only provided by programming languages (such as loop statements
or if statements) they can be used to cover a wider range of business requirements than the
predefined planning functions. On the other hand, they are more complex, as the processing
logic has to be defined when creating the planning function.
Customer-defined planning functions are created using ABAP. They therefore offer the
functionality of a full-blown programming language. This type of planning function is definitely
the most complex, but also the most flexible.

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 Standard planning functions such as copy, delete, and revaluation can be created based on
off the shelf function types.
In a typical planning scenario, there is a need for a wide range of automatic functions to
change or create plans. BW Planning offers different types of planning functions that can be
used to create all necessary automatic functions: Predefined Planning Functions: a set of
planning functions with fixed behavior that can be easily set up.

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 In each planning function, you have to specify which characteristic values in the data records
are to be changed by the planning function. If we copy from one version to another and one
InfoProvider to another, the characteristics version and InfoProvider have to be indicated as
characteristics that are to be changed.
Conditions can be used to define which actions the planning function performs, depending on
which set of data is actually being changed. In the example above, no conditions are used.
We will go more into detail however when creating planning function type “revaluate”.

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 You use the Repost DSO Data on the Basis of Characteristic Relationship function to repost
transaction data so that it is consistent with the characteristic relationships. Unlike the Repost
by Characteristic Relationship function, this function deletes all source data from a DataStore
object and reposts the data to the correct characteristic combinations.

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 You use function type Repost DSO Data and Physically Delete Source Data to post the key
figures of existing characteristic combinations to other combinations. All source data from a
DataStore object is deleted.
Note that either the aggregation level that you create the planning function on contains all
fields of the DataStore object, or that the fields that are not contained there are filled by
derivation.

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 You can use functions to do filtering and sorting in the worksheet. That way, the user does
have to use the context menu or any dialog boxes for example.

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 Whenever a planning function cannot be achieved using a pre-defined planning function type,
you can use Fox Formulas to create your own planning functions. With Fox Formulas, BI
Planning provides a toolkit for creating simple calculations (such as a volume times price
calculation) as well as a simple to use yet very flexible and powerful tool for complex formulas.
No programming (ABAP, Java, etc.) is necessary when using Fox Formulas.
Above you can see some examples for planning functions that can be created using Fox
Formulas.

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 FOX = Formula Extension.
This is an easier to use tool that ABAP. You can perform easy calculations or more complex
calculations.

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 Fox = Formula Extension.
Fox Formulas offer an enhanced formula language for defining planning functions. In addition
to standard mathematical operations and functions, Fox offers:
Statements for accessing data records
Methods for information retrieval (e.g. variable values)
Predefined business functions (e.g. linear digression)
Loop statements:
Different types of Foreach loops
Do loops.
Programming variables
String operations
Calling external (ABAP) function modules.
A formula editor is available that provides help functionality, check functionality, patterns, and
examples.
BW-BPS uses the same Formula syntax. All new features in formulas in BI Integrated
Planning are also available in BW-BPS and all features in formulas that were available in BW-
BPS are now available in BI Integrated Planning.

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 You can call ABAP function modules from formulas. The interface of the function module
cannot contain any structured data type such as structures or tables. Simple data types are
supported.

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 When you use conditions, you can make the function more detailed since you are in effect
adding a ‘by’ word. For example, calculate Revenue x 1.4 for US and Revenue x 1.5 for DE.

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 When you add fields to change, they become part of the operands in the formula.

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 To use a loop, you need to declare a local variable.

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 Loop over the Table
FOREACH CALYEAR, FISCPER IN T1.
ENDFOR.
Delete the Table Content
CLEAR T1.
Existence of an Entry
0/1 = EXISTS( T1.{ 2013, 201301 } ).
Number of Lines
L = LINES( T1 ).
Delete a Line
Delete( T1.{ 2013, 201304 } ).

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 When a planning function cannot be achieved using one of the predefined types or a Fox
Formula, you can create your own type of planning function (using ABAP). These types of
planning functions can have their own screen in Customizing in the planning modeler and can
be reused throughout the system.

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 The motivation for SQLScript is to embed data-intensive application logic into the database.
As of today, applications only offload very limited functionality into the database using SQL,
most of the application logic is normally executed in an application server. This has the effect
that data to be operated upon needs to be copied from the database into the application
server and vice versa. When executing data intensive logic, this copying of data is very
expensive in terms of processor and data transfer time. Moreover, when using an imperative
language like ABAP or JAVA for processing data, developers tend to write algorithms which
follow a one tuple at a time semantics (for example looping over rows in a table). However,
these algorithms are hard to optimize and parallelize compared to declarative set-oriented
languages such as SQL.

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 If you need to speed up your characteristic relationship processing you can use HANA
SQLScript as a node (processing step) in calculation scenarios. You can leverage the
Application Programming Interface TREX_EXT_PE_SQL_SCRIPT.
In the illustration, the final data set is a union of the (existing) plan data and the new plan data.
In order to create the new plan data the ref data is used. There would also be a calculation
scheme used to run the planning function.

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 Interfaces still being used:
From interface IF_RSPLFA_SRVTYPE_IMP_EXEC(_REF), some of the methods are
also used for HANA-optimized processing in PAK
IF_RSPLFA_SRVTYPE_IMP_EXEC(_REF)~INIT_EXECUTION
IF_RSPLFA_SRVTYPE_IMP_EXEC_REF~GET_REF_DATA_SEL
IF_RSPLFA_SRVTYPE_IMP_EXEC(_REF)~FINISH_EXECUTION

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 Side Effect Free –By default in planning only those SQL-Script procedures are allowed that do
not change any data other than the ‘out-going’ table. Those SQL-Script procedures are called
side-effect free as they do not change any table that is not declared as an outgoing table in
the interface of the procedure. Thus it can be assured that the SQL-Script does not have un-
wanted effects. In addition those procedures have to explicitly declare that they are side-effect
free by adding the statement ‘READS SQL DATA’ at the beginning of the procedure:
On the other hand in some cases it is necessary to change data base tables via a SQL-Script
planning function or to use local temporary tables to hold intermediate results. Such
procedures are NOT side effect free. The system has to specifically allow such procedures if
they are necessary. to ensure that the SQL Script does not affect unrelated database tables,
make this setting. The setting can be either set from the ABAP server in transaction
DBACOCKPIT or directly in HANA. When using DBACOCKPIT start the transaction, expand
the entry ‘Configuration’ and double-click on ‘INI Files’. On the right hand side expand the
node ‘indexserver.ini’ and look for the entry ‘planningengine’. If necessary create a new entry.
Double-click on the entry ‘indexserver.ini’ and enter the following entries in the popup above.

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 If you run a function in trace mode in the planning modeler the execution is on the ABAP
layer. If you execute the planning function, then the calculation is on HANA.

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 Using the HANA table for testing (not shown above) and SQL Script(not shown above) in the
HANA Studio are not required but offer the key advantage of easy test and debug.

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 Product has P01-05 values.
Z_Amt is an Amount data type and is set to EUR
Z_Quan is a Quanity data type and is set to PC

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 The key figures are set to allow input. The characteristics are set to display master data. The
query can be created at any step in the process.

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 This SQL Script performs the following:
It drops the ZTSQL_DATA20 table so you can run this more than once
It creates the ZTSQL_DATA20 column based table
It sets the data types and lengths for the key fields and data fields
It inserts data for Months 01/02 for 2014 for Products P01-05 for the Z_Amt and Z_Quan data
columns

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 The Table Type represents the structure of the Aggregation Level and is required for the
testing in HANA. It can be created via the Script Tool or via SQL Script. For example:
CREATE TYPE SAPT63.ZSQL01 AS TABLE (
CALMONTH2 NVARCHAR (000002),
CALYEAR NVARCHAR (000004),
Z_PROD NVARCHAR (000060),
Z_AMT DECIMAL (000017, 000002),
Z_QUAN DECIMAL (000017, 000003))

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 The procedure is tested by placing your cursor to the left of the word ‘call’ and choosing F8.
Individual lines of code can also be run independently.
This SQL Script performs the following:
It drops the ZCOPY_SIMP20 procedure so you can run this more than once. Please also note
that you cannot change a procedure directly. The easiest way to change a procedure is to
delete and create it again. If you put a ‘drop procedure’ before your ‘create procedure’ you are
on the save side and can execute the entire SQL-Script in your console.
It creates the ZCOPY_SIMP20 procedure
It assigns the structure from the ZSQL20 table type to the incoming view (I_VIEW)
It sets the data types and lengths for the From/To Year
It assigns the structure from the ZSQL20 table type to the out bound external table
(E_T_TABLE)
In the ‘begin’, it selects the E_T_TABLE and assigns the target field to I_TO_YEAR
In the call SAPT63.ZCOPY_SIMP(ZTSQL_DATA20, '2014', '2015', ?), since 2014 is first, it is
the From Year, and since 2015 is second, it is the To Year

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 The Public Section and Implementation will be filled primarily from the Script Tool.
A Class is an object oriented program, a container of declaration, such as attributes, methods,
events, types, etc. and code for the methods declared. Very similar to a Function Pool. An
Interface is the other object oriented program, a container of declarations only. Methods
declared in the Interface won’t have operational code. An Interface is not used as a
standalone program, but is implemented (inserted) in any Class, providing that class with its
declarations.
The class has the responsibility to implement the methods brought in by the Interface (provide
code). The advantages of inheriting from an Interface are:

1. All components inherited from the Interface are PUBLIC, providing a point of access to that
class or its objects to any other program

2. Any class implementing the same interface can provide different code for the same method
– this takes us to another technique called Polymorphism – one call, multiple different
implementations

3. Emulating multiple inheritance, like Java. Consider the Interface like an Include –
standalone program, doesn’t do anything by itself, but can be inserted (included) in any other
program.

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 Data Blocks would be inefficient when working with AMDPs since there would be fewer calls.
HANA can parallelize by itself. The settings on the properties tab are as follows:
CLASS: this is the ABAP class that will need your coding.
REFERENCE DATA: do you want the function to use reference data
W ITHOUT BLOCKS: do you want the function to use data blocks. (most do)
PROCESS EMPTY RECORDS: do you want the function to process empty records
HIERARCHY NODES SELECTIONS SUPPORTED: allow the use of hierarchy nodes for member
determination
HIDE COLUMN OF CHARS TO BE CHANGED: don’t display the characteristics to be changed
selection
DISPLAY FIRST W HEN CREATING: if selected, the characteristic usage screen appears first;
otherwise the parameter screen appears first when configuring the function in RSPLAN.
In the PARAMETER tab the PARAMETER TYPES are as follows:
ELEMENTARY: The value of a specific InfoObject, meaning that every elementary parameter is
based on an InfoObject and thus inherits its technical properties. If the InfoObject is a
characteristic, the system automatically uses the master data to check the authorization of a
value entered by the user.
INFOOBJECT OF THE INFOPROVIDER: The name of an InfoObject from the current InfoProvider
(aggregation level). The permissible InfoObjects are defined by means of the restriction for the
InfoObject selection.
DATA SELECTION: Data selection parameters can include the selection criteria of multiple
characteristics as they are required for defining filters.

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 The Types and Methods in the step include the Aggregation Level structure, the Interfaces,
and the Class-Method my_hana_procedure with the Import and Export tables (i_view /
e_view) along with the Function Type parameters.
There are three Interefaces:
1. INTERFACES if_rsplfa_srvtype_trex_exec – this is the call to the HANA (trex) calculation
engine
2. INTERFACES if_rsplfa_srvtype_imp_exec – for fall back, this calls the ABAP (imp) engine.
Other a short dump could occur.
3. INTERFACES if_amdp_marker_hdb – this signifies that this should be run as HANA SQL
Script and not on the ABAP layer and is required for AMDP
Also, note the syntax:
Y = type
S = structure
T = table
For example y_t_amdpal20: this is a table type object named ‘amdpal20’
G = Global objects
L = Local objects
R = Object

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 The Script Tool doesn’t generate the Implementation Methods as of BW7.4 sp10. In the
meantime, these can be copied in:
METHOD if_rsplfa_srvtype_IMP_exec~execute - This is the abap execution of the planning
function
METHOD IF_RSPLFA_SRVTYPE_IMP_EXEC~INIT_EXECUTION – this reads filter for
example
METHOD if_rsplfa_srvtype_trex_exec~init_and_check:
important system check if Planning Function should run on HANA; X = yes, otherwise it will
run on ABAP
E_TREX_SUPPORTED = 'X'.

Each Method will have a Signature generated by the system when the Class is activated. For
example:
* <SIGNATURE>---------------------------------------------------------------------------------------+
* | Instance Public Method ZCOPY_CL_20-
>IF_RSPLFA_SRVTYPE_IMP_EXEC~INIT_EXECUTION
* +-------------------------------------------------------------------------------------------------+
* | [--->] I_R_SRVTYPE_DEF TYPE REF TO IF_RSPLFA_SRVTYPE_DEF
* | [--->] I_R_SRV TYPE REF TO IF_RSPLFA_SRV
* | [--->] I_R_INFOPROV_DESC TYPE REF TO IF_RSPLFA_INFOPROV_DESC
* | [--->] I_R_MSG TYPE REF TO IF_RSPLFA_MSG
* | [--->] I_T_DATA_CHARSEL TYPE RSPLF_T_CHARSEL
* | [--->] I_T_DATA_NODE_SEL TYPE RSPLF_T_NODE(optional)
* +--------------------------------------------------------------------------------------</SIGNATURE>
The Signature provides easy to access information to the programmer.

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 You may get a message that Changing ABAP Managed Stored Procedures is not supported
in SAP GUI … proceed through the message.
It is possible to use one planning function type with parameters for sql script aka a placeholder
scenario. However, all of those script methods would need to use the same parameters

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 You may get a message that Changing ABAP Managed Stored Procedures is not supported
in SAP GUI … proceed through the message.
The lines:
METHOD my_hana_procedure BY DATABASE PROCEDURE FOR HDB LANGUAGE SQLS
CRIPT and E_VIEW = select – can be copied from the Script Tool.

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 Instead of hard coding Calendar Year, variables could be used. There are no conditions or
fields to be changed in this example.

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 In PAK/BW-IP custom defined planning functions or Fox formulas with ABAP function module
calls are often used when ‘external’ data needs to be accessed – that is either data in an
arbitrary database table or data in another aggregation level of the InfoCube or DataStore
Object. We want to show how easy such a scenario can be realized with SQL-Script.
Assume you have a price table already. For each product we now want to calculate the
amount (=revenue) as a product of the quantity and the price. If we do not find a price for a
product then nothing should be done. Thus we have to join the two tables: the data table and
the price table. For each product we have to look for the price so the join will be done over the
product. In our procedure we use an additional feature – we can define abbreviations for the
involved tables so we do not have to use the full table name. Our data table will be ‘a’, our
price table will be ‘b’.
Please keep in mind that we return (in this case) delta values and not an after image. We do
not want to change the key figure Z_QUAN so we have to return a (delta of) 0 for this key
figure. We want to set the amount to the new value so we have to subtract the existing value
to receive the correct delta.
The AMDP, Function Type, Planning Function, and Z Table are all transportable.

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 See the How To Guide ... Use Data from another Aggregation Level in a PAK SQL-Script
Procedure - Implemented as an AMDP Example.
Sending Messages from SQL-Script:
In some cases it is necessary to return some information from your custom defined planning
functions – for example if something went wrong when executing the function logic or some
information that a certain check was performed successfully. This information should be
visible in the normal message log displayed after the execution of a planning function. In a
custom defined planning function defined in ABAP you can return a message table containing
this information. In a planning function defined in SQL-Script we have a very similar
technique: you can add another ‘out-‘table (E_T_MESG) that contains the messages you want
to send. You can find more information on sending messages and also on how to fill the
message table in SAP Note 2011847. It is necessary to implement note 2111553 to send a
message.

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 Before SAP HANA SP7 it is not possible to debug the SQL-Script procedure directly in the
schema. You have to create a project and get a local copy of the procedure in order to debug
the procedure. When you are using the first option you have to keep in mind that you cannot
directly debug a procedure with a tabular input. But as we have our test data this problem can
be easily solved. We create a new procedure that is used to call the procedure we want to
debug. Create procedure zdebug_int2 ( ) LANGUAGE SQLSCRIPT AS
begin
view = select * from "SAPBWN"."ZTSQL_DATA";
create local temporary table #tmp like "SAPBWN"."ZTSQL_DATA";
call SAPBWN.ZDIST_INT2 (:view, #tmp);
drop table #tmp;
end;
Before you start the debugging you can set a break-point in the ‘debug’-procedure and a
break-point at the beginning of the procedure you finally want to debug (in the above case
ZDIST_INT2). Please note that we do not have a single step in SQL-Script debugging (yet).
You can use F8 to jump to the next break-point. You can set break-points also from within the
debugger. In the debugger you can see the content of each programming variable and can
also see the content of tables (as SQL-queries, temporary local tables etc.).

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 If you run the Trace, the ABAP layer is used. If the step is executed, then the HANA layer is
used.

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 These activities are technical in nature and therefore would normally be conducted by IT
personnel

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 Without HANA, the local cache, delta buffer, constraints and the aggregation engine are part
of the application layer. If we want to perform planning on the data or manipulate it using
planning functions, we need to move a large volume of data from the database to the
application layer. This is very costly in terms of performance.

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 With the help of this approach, we now have a bigger data base layer and a smaller
application layer.
The User Interface Layer is the EPM Excel add-in or the BPC web reports/input forms. The
Application Layer reads in data via the BEx Query along with some Metadata and the Plan
Session data which is locked data in the user buffer. With the planning functions being run on
the data base notice that all of the large data flows are in the Database Layer where the data
is saved into RAM.

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 BPC Embedded Model Active: allows the creation of embedded environments
Deep HANA Integration Active: causes the execution of IP planning functions on the HANA
calculation engine

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 You can run the RSPLS_PLANNING_ON_HDB_ANALYSIS program to check whether or not
a planning function runs on hana (fig) when you execute the program from transaction code
SE38 for example, just select Planning Functions, enter the name of the planning function and
execute the program.
Note: the Time consuming analysis setting should be turned on when running the program for
a specific plan function but it would be more efficient to leave it off when running the program
for all (*) plan functions.
If the status is green, that means the function runs on hana. If it is red, that means it does not
run on hana.
There are several exceptions that cause the red status:
1. Call function – function modules run on the application server
2. Using the ABAP Break Point for debugging purposes will only run the application layer
3. When declaring local variables as integers, use local variable name anything other than the
letter I. This is the syntax to declare a local variable with a data declaration: DATA <local
variable name> TYPE I
4. Attribute lookups or validity checks on standard time characterisitics like 0CALYEAR or
characteristic referencing the new Fox features introduced with BW 7.4 SP8 like reading from
external aggregation levels or modularization are currently not yet supported in PAK and lead
to the processing in ABAP application server.
You can also run the RSPLS_PLANNING_ON_HDB_ANALYSIS program to check whether or
not an InfoProvider will be processed on the hana calculation engine. To run the check, just
select InfoProviders and execute the program. A list of InfoProviders will be returned with
either a green status (runs in memory) or red status (runs on application layer) symbol. There
are restrictions that prevent Infoproviders from running on hana.
If the InfoProvider has time or data type key figures. (if you use the DEC data type then there
is no constraint)
Characteristics with master data access set to type Own Implementation or Remote (Direct
Access).

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 There is also a trace for planning functions that you can turn on by adding the
RS_DEBUGLEVEL parameter in the user master with a value of 2. When this is turned on,
you will see a log in transaction code RSPLAN that says: Execution Mode: In Memory.
Note: Planning Sequences can be created as follows: Go to RSPLAN . Planning Sequences .
Create . Enter a Name and Description . Select a step Type of 1 for manual input or 2 for plan
functions . Add an aggregation level . Add a filter . Add a plan function . Choose Save.
After the sequence is created, you can Execute the sequence and then you will see the in
memory message. By the way, if you run in trace mode then the log will say: ‘If a planning
function is executed in trace mode, it is always executed on the application server and not in
memory’.

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 The Embedded work status category is called Manual Input which includes manually inputting
data from a web and excel input form – and it also pertains to planning functions. For
example if version B1 for 2015 is locked that means that you cannot change the date either
manually or with a planning function.

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 Work states are defined by model in Embedded whereas in Standard they are defined at the
environment level. The CONTROLLED BY setting determines who can change a work state. If it
is set to Owner for example, then only the owner of the US can change the work status. If it is
set to Manager then only the Manager of the US can change the work status and so on.
In the MANUAL ENTRY column of figure 1.15, a value of ALL for UNLOCKED would mean that
anyone can change the data. Listed below you can see the possible manual entry values what
they control:
ALL – Anyone can change the data
OWNER – Only the Owner can change the data
MANAGER – Only the Manager can change the data
NONE– No one can change the data

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 The LOCKING DIMENSIONS are in essence used to record the work status and to determine the
users and teams.
In my example I have configured the four locking dimension fields as follows:
1. OWNER DIMENSION – this characteristic is used to lookup the owner or team. It must have
a hierarchy along with an attribute to store the owners and an attribute to store the teams.
2. HIERARCHY – this is the hierarchy being used to derive the manager (i.e. the owner of a
parent node is the manager of the child node)
3. OWNER PROPERTY – the W ORK STATUS OWNER is the attribute of the characteristic
(MATERIAL GROUP in this case) being used to lookup the owner
4. TEAM PROPERTY – the W ORK STATUS OWNER is the attribute of the characteristic (MATERIAL
GROUP in this case) being used to lookup the team
Since the business requirement is usually to lock data regions made up of version, time, and
the owner dimension I also need to turn work status on for year and version

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 Keeping in mind that an Embedded model can be referenced to more than one InfoProvider,
work status can therefore be set for all InfoProviders in a model or just for a specific
InfoProvider. If I did select SET W ORK STATE BY INFOPROVIDER then I will need to specify which
InfoProvider when I set the work state.

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 In Business Planning and Simulation or IP, the data slice feature is used to lock data
intersections. Now, in Embedded work status is used to lock the data and – it uses the same
data slice mechanism.

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 When you turn on work status for a model, the system automatically generates a BW virtual
cube that is used to feed the report.
If I go into BW to transaction RSA1 the virtual InfoCube is located in the unassigned InfoArea.
The virtual cube is using InfoObjects to capture the user, timestamp, version, material group,
year, and the Work Status Order (this is the work state number, for example approved is
number 3).

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 Data audit in concept is the same in Embedded as it is in Standard in that it tracks who
entered transaction data into the InfoCube. In general Standard has more options because
you can turn on data audit by model by category and activity (input forms, data manager, and
journals) whereas Embedded data audit is turned on by InfoProvider and records all activities
by default.

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 When audit is turned on for the InfoCube, a new dimension is generated with four audit
characteristics.
1.AUDIT TIME STAMP – this is used to record when the data was saved to the InfoCube
2.USER-this records who saved the data
3.AUDIT MODE-this records how the data was written into the InfoCube. For manual input
planning and planning functions, PLAN is used. For BW data loads, WHM is used. If audit is
turned off, a value of OFF is used.
4.SOURCE OF DATA- this records the name of the BW query for manual input planning and the
planning functions when they are used. If I use a BW data load for the real time InfoCube, the
SOURCE OF DATA is blank.

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 Since these are additional characteristics in the InfoCube, the fact table therefore will have a
four additional key fields:
1.SID_0ATIMSTMP
2.SID_0AUSER
3.SID_0AMODE
4.SID_0ASOURCE
Those of you with a BW background know that SID stands for surrogate id and is essentially a
pointer to the actual characteristic values. I’d also like to remind you that BW on HANA
flattens out the InfoCube so that the characteristic SID’s are joined directly into the fact table.
The main point is however that when you turn data audit on you are adding an incredible
amount of granularity into the data base and even though we are on HANA it could affect
performance. So I’m just mentioning this so you remember to do some stress testing on this
setting before you go live with it.

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 If I want to turn data audit off in the web client, I can just click the CONFIGURATION FOR: PRICE
hyperlink to bring up a simple screen where I can choose a status of ON or OFF. Since this
setting is maintained in the easy to use BPC web client it could easily be made by more of a
business type of user as opposed to IT.

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 You can run a BW Query on the real time InfoCube to access not only the transaction data but
also the audit data.

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 Audit on DSOs is not supported since they are in overwrite mode

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 In Standard BPC, task profiles are used to control what activities users can perform such as
maintaining environments, models and dimensions for example. In Embedded, the BW
standard authorization objects take on this role.
In 10.1 there are several new authorization objects. These can be viewed in transaction code
SU21 in the RS Class. All of the CLASS/OBJECTS that start with RSBPC are new.

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 In the slide you can see a listing of each authorization object with the fields that they use and
the activities that they control. Let me explain a few of these to give you a feel for how they
work.
The first one in the slide is RSBPC_ID is used to assign users to Embedded environments
using RSBPC_ID.
In the fifth row of the slide, RSBPC_ENVM is used to control who can manage which
environments. Field 1 is used to assign the environment and the two activities are 03 display
and 23 which is create, change, and delete.
In the sixth row of the slide RSBPC_MODL is used to control who can manage which models.
Field 1 is used to assign the environment, Field 2 is used to assign the model and the two
activities are 03 display and 23 which is create, change, and delete. RSBPC_MODL also has
the activity A3 which is used to control who can change work status and so on.

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 To control access to data in Embedded I need to make material group authorization relevant.
I can do this in transaction code RSD1, which is used to maintain characteristics. In the slide
you can see that I have made material group Authorization Relevant.
To do this just go to RSD1 Enter the characteristic Choose Maintain Go to the
Business Explorer tab Select Authorization Relevant Choose Activate.

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 After making the characteristic authorization relevant, then the initial BW analysis
authorizations would be maintained in transaction code RSECADMIN. In slide you can see an
analysis authorization called ZUNIF_BPC20 for material group. In the AUTH. STRUCTURE are
four CHARACTERISTICS / DIMENSIONS:
0MATL_GROUP – this is used to provide the BW data restriction. Under the INTERVALS
column, the green * means that all charactistic values will be available
0TCAACTVT – this is the BW display(03) vs change(02) setting. In this case it is set to 02.
(the Intervals column only displays the green brackets regardless)
0TCAIPROV – this contains the assignment of the infoprovider. In this case it is the underlying
InfoCube. (the Intervals column only displays the green brackets regardless)
0TCAVALID – this is used to control the validity date of the authorization. In the example
below it is set to all (the green *)
To create the Analysis Authorization follow these steps:
Go to RSECADMIN Choose Ind. Maint Enter the analysis authorization id Choose
Create Input the short text Insert the Special Characters Choose InfoCube
Authorizations Enter the real time InfoCube Select Full Authorizations Continue
Select the authorization relevant characteristic Continue Restrict the authorization
relevant characteristic if needed Change the 0TCAACTVT to Change Choose F3
Activate

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 Once the analysis authorization is activated then it is assigned to the user(s) based on input
from the LOB. In the slide you can see that the TESTUSER user has been assigned the
ZUNIF_BPC20 analysis authorization.
This is achieved in RSECADMIN:
Go to the User Tab Individual Assignment Change Select the analysis authorization
Select the Manual or Generated tab Choose Insert Save

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 If this was an example of a normal BW analysis authorization, that would complete the set up.
However, Embedded BPC also requires that the analysis authorization be assigned to the
environment. This is performed manually in the RSECENVI transaction code.
In RSECENVI: Select the environment Change Select the analysis authorization
Choose Insert

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 Data access profiles are used to control read and write access to transaction data in the
model / InfoProvider.
In Standard, the data access profiles are maintained exclusively from the BPC web client.
Embedded however, relies on the underlying BW analysis authorizations (maintained by IT)
initially and then the Line of Business (LOB) can further restrict a users data access in BPC.
In other words the BW analysis authorizations have been merged with the BPC data access
profiles and since the LOB can further restrict a users access in BPC you have a much more
practical business solution.

On the lower left, the EDW AUTHORIZATIONS (BW) are maintained initially by IT in
RSECADMIN.
Then the ENVIRONMENT AUTHORIZATIONS are defined by IT in RSECADMIN but user
assigments are provided by the LOB.
Then the ENVIRONMENT USER AUTHORIZATIONS are completely maintained by the LOB in the
BPC web client data access profiles.

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 BPC data access profiles are required.
BPC data access profiles can only further restrict the BW analysis authorizations. For example
if BW allows write access to material group Juice, Soda, and Water, then the BPC data
access profiles can only be used restrict that access. For example you could restrict write
access to only include Juice and Water. And just to be clear, the BPC data access profile
cannot be used to gain access to alcoholic beverages since they are not included in the
analysis authorization in the first place.

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 Matrix security is the ability to control data access for a data intersection. I get this question
from students from time to time. It goes something like this: I want give a user access to all
costcenters for one account and a specific cost center for all accounts.
For example, the user ran a report that shows all accounts (COGS, LABOR, REVENUE,
SERVICES, and Not Assigned) for the ADMIN cost center. If they try to see all accounts for
any other cost center they get an authorization error.
In the bottom part of the slide, the report displays only the COGS account for all cost centers.
If they try to see any other account for all cost centers they also get an authorization error.
If you try this with Standard, the user would see all costcenters for all accounts.
However matrix security has always been available in BW and therefore we can now use it in
Embedded. To configure matrix security, just use two analysis authorization objects: one with
the COGS account for all cost centers and the second with all accounts but only for the
ADMIN cost center.

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 Transports for Embedded work basically the same way as in Standard. It is a granular type of
transport and we’ll use the transport collector in RSA1 just like we do in Standard.
You might recall that Standard environments had to be taken offline to be tranported. Since
theonline/offline concept doesn’t apply to Embedded environments, you have one less thing to
worry about.
Because Embedded uses real time InfoCubes and planning enabled queries I need to
mention that they are still transported using the normal BW procedure using their own TLOGO
objects.
Also, the IP objects including infoprovider settings, aggregation levels, filters, functions, and
planning sequences are still transported using their own TLOGO objects as well.

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 For BPC Embedded, there are five new TLOGO objects:
1.BPC Embedded Enviroment - this can be used to transport environments and also models,
teams, BPFs, and Workspace objects.
2.BPC Embedded Model – this is used to tranport models.
3.BPC Team – this is used teams and also the user assignments.
4.BPC BPF – this is used to transport BPFs.
5.BPC Workspace – this is used to transport web reports/input forms, EPM reports/input forms
as well as any custom folders

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 If I need to transport a environment for example, I’ll just open the BPC EMBEDDED
ENVIRONMENT folder and search for the environment I need to transport. When I find it I’ll
transfer it into COLLECTED OBJECTS and set the grouping to OBJECTS AFTERWARDS.

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 If a model has multiple InfoProviders that belong to a MultiProvider, you have the option of
transporting the Model, the InfoProviders, and the MultiProvider all at the same time.

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 The column store uses efficient compression algorithms that help to keep all relevant
application data in memory. Write operations on this compressed data would be costly as they
would require reorganizing the storage structure.
Updating and inserting data into a sorted column store table is a very costly activity, as the
sort order has to be regenerated and thus the whole table is reorganized each time.
For this reason SAP has tackled this challenge by separating these tables into a Main Storage
(read-optimized, sorted columns) and Delta Storages (write-optimized, non sorted columns or
rows). All changes go into a separate area called the delta storage.
The delta storage exists only in main memory. Only delta log entries are written to the
persistence layer when delta entries are inserted. There is a regular database activity which
merges the delta storage into the main storage. This activity is called “Delta Merge”. This
diagram shows the different levels of data storage, and distinguishes the main storage from
the delta storage.

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 Delta merge is a housekeeping task that is reuired in any high volume scenario. Tables in
HANA go up to 2 billion records including the Delta Storage tables. Not running delta merge
could lead to loss of data or system issues. Of course all of the data is also on Hard Disk as
well as in RAM.

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 When data is saved, it is in delta memory, the InfoCube is not compressed, and request id
partition 4 contains the data.

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 You can monitor data in HANA memory vs. hard disk in RSHDBMON. You can also move
data in and out of memory as well as change the Early Unload setting.

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 Ssas , BW, ODBO (MDX)=Reporting only ,no input
WS = Input & reporting
We support all this sources
This RKT will focused on Firefly connector/BW BI IP cubes for reporting and

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 When you launch Analysis 2.1, the EPM add-in is also launched and vice versa.
To log in from the Web Client, you need to launch Analysis for Office first. Then the EPM
Office Add-in for Excel option will appear.
SSO is supported for EPM add-in for 10.1 embedded. Transaction code RSBPCLD is used in
10.1 to push out EPM add-in installation, for both standard and embedded.

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 There is a new connection type: SAP BW (INA Provider). This connection type is required for
Embedded. INA stands for information access. This new connection type provides the
following services:
1. Work with BW queries with or without variables.
2. Retrieve data using EPM reports
3. Enter and save data, using input forms
4. Execute IP planning functions using data processes
Here are the definitions of the parameters:
CONNECTION NAME – enter a name of your choice or use the Generate Connection Name
button
CUSTOM SYSTEM – provide the server name manually
SAP LOGON – use the server from your SAP gui logon
SYSTEM NAME – enter a name of your choice
SERVER NAME – you can get this from the url for the web client
AUTHENTICATION METHOD – use BASIC
HTTP PROTOCOL – use HTTP or HTTPS
PORT NUMBER – you can get this from the url for the web client
CLIENT NUMBER – use the BW server client number
ENVIRONMENT – choose an Embedded environment
MODEL – choose an Embedded model

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 A query search is displayed where the user can selects it’s favorites ,double clicking on the
star, it will become yellow
By default the settings of the query is applied for the default report creation: the context/row,
columns axes are fulfilled

Dynamic formatting:
• Is set by the user but can be copied from one workbook to another
• If the query is “input- ready” query the inputable formatting can be used to retrieve as
example when the nodes are not calculated regarding the setting of the query
• Specific formatting can be created for “Total “ member from the BEx query

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 A wokbook can include “Reporting query” and “Input ready queries”, planning functions,
dynamic formatting…

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 The EPM Ribbon in general is the same as Standard with the following exceptions:
Comments – only available for Standard connections
Data Manager – only available for Standard connections
Transfer Data – only available for Embedded connections
Spread / Trend / Weight – only available for Standard connections
Lock Cells – only available for Embedded connections
Drill Through – only available for Standard connections

EPM Context
The EPM Context appears in the EPM add-in and can be used for Embedded connections.
Just select a member in the EPM Context and then set a report axis to use ‘Context’.
EPM Pane
The EPM Pane for Embedded has an extra tab called Data Processing on the lower right
where planning functions and sequences can be stored.

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 You can display or hide the commands or group of commands on the tab by choosing, in the
Tools group, Options Command Display Options.
Depending on the connection type of the selected report and the related features that are
available, interface items can be hidden or displayed. In the EPM - Command Display Options
dialog box, you can define the interface items that you want to hide or display. Your selections
have priority over the visibility settings determined by the connection.

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 For each dimension of a selected cube or model, the EPM Context includes the member that
reports can use to select data.
Dimension members that are selected in the axes of a report override the members in the
EPM Context. If you want to prevent the user from changing an EPM Context member, you
can lock it in the Context Lock tab. It then appears in gray in the EPM Context. On the Context
Lock tab, you can select, hide, or lock members for the EPM Context bar. You can define this
at the worksheet and workbook level.
To lock a dimension in a workbook or worksheet, on the EPM tab, in the Options group,
choose Options Context Options.
On the Context Lock tab, in the Context Level drop-#down list, choose Worksheet or
Workbook. Choose the member hyperlink of the dimension you are locking to open the
Member Selector option. Then, choose the member with which you want to lock the
dimension.
On the Context Favorites tab, you can create and maintain existing favorites. On the Context
Display tab, you can show context favorites in the EPM Context bar.

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 Open - Open reports or input forms from the local folder or the server folder.
Save - Save reports or input forms from the local folder or the server folder.
Edit Report - Call up the EPM Report Editor.
New Report - Create a new report on the active connection.
Report Actions - Delete, copy, or paste reports and manage connections.
View Formats - Open or close the EPM formatting sheet.
Refresh - Refresh the worksheet, workbook, report, or data cells.

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 The Expand command on a member drills down in the data grid. The data that is drilled down
depends on the expansion relationship behavior selected in the expand button list. You can
choose the default behavior in the EPM - Sheet Options dialog box.
The Back button is available on a spreadsheet when you perform an action on the same
spreadsheet using Microsoft Excel or another EPM add-in operation on any other
spreadsheet. The purpose of this action is to let you undo a navigational action, layout
change, or refresh of the cube that was performed inadvertently or that produced undesirable
results.

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 When you open reports from an input-ready queries, in the Data Input group of the EPM tab of
the Ribbon, you have either of the following cases:
The Edit Mode button is activated: you are in change mode, meaning that you can enter data
on at least one of the queries opened in your session, and save the data.
The Edit Mode button is deactivated: you are in read mode, meaning that you cannot enter
data on any of the queries opened in your session, since another user uses one of the queries
in edit mode.
This API performs a rollback, that is undoes all changes since the last save of your data to the
database.
Transfer Data submits data into the planning buffer.

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 Book publication is used to print workbooks or generate pdf files to a share file. Distribution is
used to push static workbooks to a share file or to email.

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 Data links are used to link one EPM report to another. Offline mode disables the report
connection so you can send the file for example. Flash objects are used to upload flash files
such as SAP Dashboards. Use Show Pane and Context to hide the EPM Context/EPM Pane.

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 To allow data input, set the worksheet to be used as an input form. Member recognition allows
drag and drop report create as well as manual data input. Local Members are formulas
normally that are report specific.

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 In the Formatting tab, you control indentation, auto fit columns, repeat headers, and the empty
cell display for example.

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 In the Refresh tab, you can set the file to refresh on open for example.

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 Use workbook or worksheet protection to prevent users from changing the report definition for
example.

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 In User Options, you can turn on refresh for context changes for example.

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 Just drag the EPM Context downwards to get a vertical orientation. In the User Options in the
Display tab, you
can choose Display Context inside EPM Pane. In the Tools group, click on Show Pane &
Context to hide it.
Dimension members that are selected in the axes of a report override the members in the
EPM Context. You can enable manual entry of member in the User Options.

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 For each dimension of a selected cube or model, the EPM Context includes the member that
reports can use to select data.
Dimension members that are selected in the axes of a report override the members in the
EPM Context. If you want to prevent the user from changing an EPM Context member, you
can lock it in the Context Lock tab. It then appears in gray in the EPM Context.
On the Context Lock tab, you can select, hide, or lock members for the EPM Context bar. You
can define this at the worksheet and workbook level.
To lock a dimension in a workbook or worksheet, on the EPM tab, in the Options group,
choose Options Context Options.
On the Context Lock tab, in the Context Level drop-#down list, choose Worksheet or
Workbook. Choose the member hyperlink of the dimension you are locking to open the
Member Selector option. Then, choose the member with which you want to lock the
dimension.
On the Context Favorites tab, you can create and maintain existing favorites. On the Context
Display tab, you can show context favorites in the EPM Context bar.

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 Sorts and selected members, groups members with prop-erty value, inserts a local member
before or after the group, allows input of text for subtotals, generates local member formulas.

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 (No Selection): Member Selection as Defined in the Query
When a report is created based on a query, the members that are taken into account by
default in the
report are the ones that are defined as default values in the query.
- (No Selection) is displayed in the page axis. The sum of members is performed.
- (No Selection) is displayed in all the dimension dropdown lists in the EPM Context bar.
The sum
of members is performed.
You can either keep the default member selection or make your own member selection.
When you open the Member Selector, a sentence indicates that members, as defined in
the query, is
used in the report. If you do not want to use this member selection, make your own
selection of members.
The sentence will no more be displayed and the members you select are displayed
instead.
Working with Context Members
When you open a query, as the query default member selection is applied to the resulting
report, context
members are not available.

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 -The characteristic and key figure structure appears in a tree structure on the left.
-The KEYFIGURES structure is available to select the key figures to be displayed in the report.
-The GET QUERY REPORT push button can be used to re-populate the report with the query
default view. For example if the query has fiscal year in the rows and material group in the
columns, then the Get Query Report button would place fiscal year in the rows and material
group in the columns of the report.
-If you have a structure in the query – for example you have 10 divisions fixed in the rows - it
will appear as one row just like just like the key figure structure. (example coming up)
-The report is using a FIREFLY type connection
-You can select # NOT ASSIGNED to display or input data. This is useful if you want to input a
value for the year but leave period unassigned until you run the top down distribution which
distributes the # to periods 1-12 for example

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 You can perform actions and specify some options that are specific to the current report by
using the Options tab in the Report Editor. By default, the report options are inherited for the
current worksheet from the Sheet Options.
To retain the options defined in the Sheet Options, leave the Inherit Sheet Options checkbox
selected. Options inherited from the Sheet Options are grayed out.
To modify the options for the current report, deselect the Inherit Sheet Options checkbox. All
the options are now available for selection.
Other Options Not Related to the Sheet Options
For the Planning and Consolidation connections, the following options (that are not related to
the sheet options) are available:
Freeze Data Refresh
Allows you to navigate in a report without loading the data from the data source.
After navigating in the report, you can activate the refresh and retrieve the latest data.

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 You can specify a Top or Bottom rows ranking based on a specified dimension member. If
there is more than one dimension in the column axis, you can select one member for each
dimension.
If you also define filtering criteria for data on the Filtering tab to avoid conflicts, the filtering
criteria takes precedence over the ranking criteria.
On the Filtering tab, the Perform Filtering, then Ranking checkbox is selected by default. You
can select the Perform Ranking, then Filtering checkbox on the Ranking tab. This deselects
the Perform Filtering, then Ranking checkbox on the Filtering tab.

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 This is an option of how to prevent sending data for Version = B for example. The user would
be a message saying “No data to send”.

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 You can create members mainly for calculations on the current report. These members are
called "local members". Local members have the same behavior as any other member, but
they contain standard Microsoft Office Excel formula or EPM functions.
There are two ways of creating local members: Enter a Microsoft Office Excel formula. When
the Local Member Recognition is activated, all Microsoft Office Excel formulas are
automatically converted into "local members". You can then view and modify the local
member in the Local Members tab of the Report Editor.
Create a local member directly in the Local Members tab of the Report Editor.

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 You can customize the name of any dimension member in a report. This name overrides the
name of the member from the cube or model. You can see this customized name in both the
report results and the EPM - Member Selector window.

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 For a specific report, you can choose not to display specific members. You can exclude
members from the EPM - Report Editor window, or by selecting the member and choosing the
Exclude button on the EPM tab.
By choosing the Exclude button, the Excluded Members tab of the EPM - Report Editor
window is updated automatically. This is a persistent exclusion, which means that when the
report is refreshed, this member is still excluded.

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 For a specific report, you can create filters to restrict the member selection list by using the
Insert Members function. You can create the filters on the Member Insertion Filtering tab of the
EPM - Report Editor window.
Choose a dimension and then choose the Edit Filter button. In the Member Selector dialog
box, choose the possible members to insert into the current report.
To modify the filter, choose the Edit Filter button. To delete it, choose the Remove Filter
button. After you create a filter on a specific dimension, you can insert the members specified
in the filter into the report.

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 In the Current Report section of the pane, you can drag one or more dimensions to create a
report.
You can drag dimensions to the following sections:
Page Axis (optional)
Row Axis
Column Axis
If the Defer Layout Update checkbox is not selected, the report with the selected dimensions
is displayed in the worksheet as soon as you drag at least one dimension to the row and
column axes.
If you select the Defer Layout Update checkbox, the Update button is enabled. This prevents
the report layout from being updated automatically each time a change to the axes section is
made. This can help to improve performance when you access a large volume of data. This
also allows you to add dimensions to the current report axes quickly. When you have finished
making changes to the report, choose the Update button.
You can also use the EPM pane to build a report by dragging the dimensions from the Current
Report section to the Microsoft Excel spreadsheet.

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 Several types of planning function:
1. Planning function has no variables and filter has no variables
2. Planning function has variables and filter has no variables
3. Planning function has no variables but filter has variables
4. Planning function and filter have both variables.

No link between Planning functions and query.

The planning functions displays in the member selector the master data cross info provider for
one aggregation level

- the calculated data from planning functions are in the planning buffer for simulation when
the user is ok he saves the data , then the data base is updated.
No difference between display query or input query for planning functions.
No impact from the cell locking from the UI. The planning function is still calculated. -Variables
in planning functions : When source is Members, the value is dimension members when the
member selector is visible, or direct input ( for reevaluation functions as example)

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 Enter a * to see all
To use a planning object, select a connection, then click Select. Depending on your needs,
click Planning Functions or Planning Sequences. All the planning functions or planning
sequences that you have defined as favorites are displayed for selection. Select a favorite.
You can define a planning function or planning sequence as a favorite query by clicking the
icon in the Favorite column.
If the planning function or sequence you want to work with is not part of the favorite list, enter
a text that corresponds to the name you are searching for. You can enter a complete name or
just a part of it. The search is performed on both technical name and description of the
planning function or planning sequence.
In the Planning Objects tab, planning functions and planning sequences are identified by a
different icon. Then, select the planning object in the tab. Information about the planning
object is displayed.

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 You can attach IP planning functions and sequences to the workbook.

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© SAP SE BPC450 339
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 You can use the EPM Formatting Sheet to dynamically format a Balance Sheet report for
example.

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 Dynamic formatting is defined in a dedicated sheet. You can define rules to apply formats to
the hierarchy levels, types of members, odd or even rows, or columns and page axis
dimensions. Because the EPM Formatting Sheet is an Excel sheet, you can copy and change
it to apply it to other reports and worksheets.
Inner or Outer Dimension: If a row or column axis contains more than one dimension, you can
specify which dimension you want the defined format to be applied to; "Inner dimension" being
the last dimension, Outer dimension" being the first dimension in the axis.

© SAP SE BPC450 343

 Priority to column or row format
Enables you to specify which one of the defined formats for rows or columns to apply first in
case of conflicts.
For example, if you choose Priority to Column Format, the column section is displayed below
the row section and the precedence rules apply.
Formatting for data and header
Allows you to use the standard Microsoft Excel cell format-ting features in the Data and
Header columns to define the formatting.
Additionally, by double-clicking the Use cell, you can select the format settings to apply or
override some of them.

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 If you check more than one formatting section, the format settings in lower sections override
the ones in upper sections in the event of conflicts.

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 By default, all the format settings are applied and "ALL" is displayed in the "Use" column.
You can then specify which settings of the defined format you want to apply or define
additional settings.To do so, double-click in a "Use" cell and define the format settings in the
dialog box that opens, or directly enter the format settings in a "Use" cell, using a specific
syntax, for example: (FontBold = Y) | (FontSize = 18).

© SAP SE BPC450 346

 If you need report specific formatting, de-select Inherit Sheet Options and choose Apply
Dynamic Formatting

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© SAP SE BPC450 348
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 EPMContext member can be used to display members in the worksheet. Users can then use
it to set context members without using the EPM Context.

© SAP SE BPC450 351

 You can use EPM functions to display metadata in the header ie control panel of a worksheet.

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 EPMRetrieveData can be used, for example, to access data for reconciliation purposes. It is
also used to look up exchange rates when analyzing currency translation differences. It is
more system intensive than an EPM report, because each function in each has a separate
sequel call to the database, that is, EPM Reports are the primary way to report on BPC data.

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© SAP SE BPC450 354
 When an EPM report is created, it uses the EPMOlapMemberO function in the row, column,
and page axis. This means that you cannot type your own members into cells where
EPMOlapMemberO functions exist, otherwise the report will break. In the figure,
EPMOlapMember Function for an Entity Member, you see that there is an EPMOlapMemberO
function in all three axes of the report.

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 The EPM Context function is being used to determine time in C1. The member offset function
is being used to determine the months in D1 and forward.

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© SAP SE BPC450 357
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© SAP SE BPC450 359
 A local member is attached to one of the following items:
Member
The local member is displayed after the member to which it is attached.
Member combination
The axis to which the formula applies contains more than one dimension, and you have
entered a formula that refer-ences two different members.
Row or column axis
The formula gives information about the members in the opposite axis. Use this option if the
dimension in row or col-umn could change.
Position
The local member is attached to a position in the report, not to a specific member.
Another local member
The local member is displayed before or after the local member to which it is attached.

Local Member Creation Using Microsoft Excel Cell References

You can create local members for which the formulas use Microsoft Excel cell references
and not EPM keywords. Select the Use Excel Cell References option in the Local Members
tab of the Report Editor. The formulas of local members that are repeated adjust and
behave according to the Microsoft Excel relative references feature.

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© SAP SE BPC450 361
© SAP SE BPC450 362
© SAP SE BPC450 363
 In order to use the delivered macros, go to the VBA editor and in Tools -> References select
the FPMXLClient.
With the EPM Add-In 10.0, the EPM add-In itself is an XL Add-In (a COM addIn). Thus, to get
the EPM automation object, a simple line is enough: Set api =
Application.COMAddIns("FPMXLClient.Connect").Object
But with the Common Office Framework version (Cof), i.e. AO 2.1, the EPM Add-In (and
former AO Add-In) are not an XL Add-In anymore. The Cof is an XL add-In, and the EPM/AO
tools are Cof plugins. There is an additional “layer”
Thus, to get the EPM automation object, you first have to get the Cof XL Add-In (called
SapExcelAddIn): Set cofCom = Application.COMAddIns("SapExcelAddIn").Object you get the
Cof Add-In in the same way as you got the EPM Add-In with version 10.0. Once you get the
Cof Add-In, you can ask for the plugin you want to work with, i.e. the EPM plugin:
Set epmCom = cofCom.GetPlugin("com.sap.epm.FPMXLClient"). And then you can work
with the EPM plugin in the same way with the EPM addIn in version 10.0.

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© SAP SE BPC450 365
© SAP SE BPC450 366
© SAP SE BPC450 367
© SAP SE BPC450 368
 - The characteristics specified in rows in BEx Query Designer are automatically placed as
dimensions
in the row axis in the EPM add-in.
- The characteristics specified in columns in BEx Query Designer are automatically placed as
dimensions in the column axis in the EPM add-in.
The characteristics specified as "free characteristics" in BEx Query Designer are automatically
placed
as dimensions in the EPM add-in the following way:
- the characteristics for which dynamic filters are defined in the "default values" area of BEx
Query
Designer are placed as dimensions in the page axis. The members displayed in the page axis
are the ones defined as default values in BEx Query Designer. You can then make your own
member selection by using the Member Selector.
- the dimensions for which no dynamic filters are defined are placed in the context. The default
member selection is displayed as (No Selection) in the EPM Context bar since no specific
selection has been made in the EPM add-in. You can then make your own member selection
by
using the Member Selector.

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 Open a query with variables:
The EPM add-in supports queries without variables, and queries with the following types of
variables:
dimension, hierarchy, hierarchy node, text, formula.
When you select a query that includes variables, the Set Variables dialog box opens and
enables you
to specify the values for the variables. Depending on the variable definition in BEx Query
Designer, you
can have various variable types:
Note:
The mandatory variables are displayed in bold.
• Dimension member. Select one or more members, by clicking the icon and using the
Member
• Selector that opens.
• Hierarchy. Select a hierarchy from the dropdown list.
• Hierarchy node. Select one or more hierarchy nodes, by clicking the icon and using the
Member
Selector that opens.
• Formula. Enter a numeric value for the formula. The numeric value you enter is used for
key figure
• calculations defined in BEx Query Designer.
• Text. Enter a text. You can enter a text to rename a header in the column or row axis; or to
change

© SAP SE BPC450 370

 1.In the query definition the Structure contains Juice, Food, Beverages, and Water.
2.In the Report Definition, the structure appears as one item.
3.In the report output, Juice, Food, Beverages, and Water appear in the rows initially.
4.In the member selector for material group, you can see that Juice, Food, Beverages, and
Water are selected.
5.In the revised member selector for material group, you can see that Juice, Food, Beverages,
and Water are selected but Juice is removed.
6.The revised output now excludes Juice.

© SAP SE BPC450 371

 Just add the display attributes in the query, then you can use them for sorting and subtotaling
for example. You can view attributes by right clicking on a member and choosing EPM ->
Properties.

© SAP SE BPC450 372

 If I need to merge data in a MultiProvider it is much easier with Embedded. I can put a
MultiProvider on a quantity and price real time InfoCube for example, create an aggregation
level on the MultiProvider, and a query on the Aggregation level.
If I put the InfoProvider characteristic in the query’s free characteristics I can easily display it in
the EPM Report for illustration purposes.
In row 5, the REVPLAN real time InfoCube is displaying SalesQty of 500 while the
PRICEPLAN real time InfoCube is displaying a Price of 25.

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© SAP SE BPC450 374
 BEx – Business Explorer.

© SAP SE BPC450 375

© SAP SE BPC450 376
© SAP SE BPC450 377
 Here is the same as above except with comments:
*CHARACTERISICS TO BE CHANGED ARE VERSION AND FISCAL
*YEAR/PERIOD. THE ACTUAL DATA OF THE CURRENT PERIOD IS
*COPIED INTO THE PLAN VERSION. THE DIFFERENCE IS DISTRIBUTED
*OVER THE REMAINING PERIODS. THE CURRENT PERIOD IS
*DETERMINED FROM A VARIABLE.
DATA CURRPER TYPE 0FISCPER.
DATA FISCPER TYPE 0FISCPER.
DATA SUM TYPE F.
DATA DELTA TYPE F.
* PERIODS READ FROM THE VAR WITH THE TECHNICAL NAME PERIOD
CURPER = VARV( 'FYPVAR00' ).
* GET TOTAL ON WEIGHTS
FOREACH FISCPER.
IF FISCPER > CURRPER.
SUM = SUM + { 0COPASLQTY,FISCPER, 001 }.
ENDIF.
ENDFOR.
* DET DELTA BETWEEN PLAN VALUE AND ACTUAL VALUE FOR CUR PER
DELTA = {0COPASLQTY,CURPER, 001} - {0COPASLQTY,CURRPER, 000}.
* SET PLAN VALUE TO ACTUAL VALUES
{0COPASLQTY,CURPER,001} = {0COPASLQTY,CURPER,000}.
DISTRIBUTE DELTA WEIGHTED
…

© SAP SE BPC450 378

 In the BW Query, build a query with columns made up of a key figure like Revenue restricted
by period. For example, place Revenue for the current period (period 006 in this example) in
column E. For column D use a negative offset of -1 which to select period 005. For column C
use a negative offset of -2 which gives period 004.
For column F use an offset of +1 which gives period 007 and so forth
In addition, we can use a text variable to display the month in the column header and we can
use an SAP Exit variable to determine the current month automatically.

© SAP SE BPC450 379

© SAP SE BPC450 380
© SAP SE BPC450 381
 One of the reasons we need to share a report axis is to display members in the rows in
between two dimensions in the columns. In the figure, the account dimension is in between
two time dimensions from two different reports. This is called a Butterfly Report.

© SAP SE BPC450 382

 In a report, you can create quick links to another report contained in another workbook. Quick
links guide you through on demand analyses.
For example, you can link an Excel Product Summary report that retrieves data for the
Account Detail by Product. When the link is executed, the data selections are passed to the
target report.

© SAP SE BPC450 383

 In the EPM add-in, you can create multi reporting spreadsheets based on several connections
(data sources). For example, you can display different reports in a single worksheet. You can
connect the first report to a Planning and Consolidation data source and the second report to
an

SAP Business Warehouse (BW) InfoCube by using a local Object Linking and Embedding
(OLE) database (DB) for online analytical processing (OLAP) applications (ODBO) provider
connection.
The Active Connection field in the EPM pane lists all the data sources to which you are
connected simultaneously. You can also add new connections directly by choosing the Select
Another Connection link.

© SAP SE BPC450 384

 Using a dimension, the system can generate multiple sheets in addition to multi-source
reporting and axis sharing.
To generate several sheets in the current workbook automatically, follow these steps:
Create a report.
For each dimension of the report, leave the context members selected by default. Do not
select other members.
Select EPM Report Actions Worksheet Generation. The Worksheet Generation dialog
box opens.
Select the dimension, choose Select Members, and select the members you want for the
dimension. If necessary, repeat the selection for the other dimensions.

© SAP SE BPC450 385

© SAP SE BPC450 386
© SAP SE BPC450 387
© SAP SE BPC450 388
© SAP SE BPC450 389
© SAP SE BPC450 390
 This is a scenario where ECC is on HANA and Simple Finance and Embedded BPC are
implemented aka IBPF (Integrated Planning for Finance)

© SAP SE BPC450 391

 BEHAVIOR OF FUNCTION IF NO REFERENCE DATA EXISTS:
TERMINATE PLANNING FUNCTION: if no reference data exists, the function will be stopped.
DO NOT DISTRIBUTE KEY FIGURES AND OUTPUT WARNING: if no reference data exists, stop the
function and issue warning.
EQUAL DISTRIBUTION BETWEEN OBJECTS: if no reference data exists, distribute the source
amounts equally to the target characteristic values.
CASES W HERE ERROR HANDLING IS APPLIED:
NO REFERENCE DATA: error handling is activated if there is no reference data.
NO REFERENCE DATA OR INVALID SIGN: error handling is activated if there is no reference data
or there is a negative value.
NO REFERENCE DATA OR INVALID SIGN OR REFERENCE DATA TOTAL IS LESS THAN: error handling
is activated if there is no reference data or there is a negative value or if the total amount is
less than a certain value that is either hard coded or determined via a variable.
ROUND TO NEXT UNIT: round the values up.

© SAP SE BPC450 392

© SAP SE BPC450 393
BW 7.4 sp8 is required.
Comments in Embedded is not currently planned for the Web interface.

© SAP SE BPC450 394

© SAP SE BPC450 395
 Data Type – char
Length – 250
Lowercase Letters
No Master Data (attributes)
No Texts

© SAP SE BPC450 396

 Direct Updata
Planning Mode
All characteristics in Key Fields
Comment characteristic in Data Fields
Characteristic as Key Figure turned on

© SAP SE BPC450 397

 You can also capture comments together with the plan data in the DSO

© SAP SE BPC450 398

 The comment as key figure is included in the Key Figures folder.

© SAP SE BPC450 399

© SAP SE BPC450 400
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© SAP SE BPC450 402
© SAP SE BPC450 403
© SAP SE BPC450 404
© SAP SE BPC450 405
 Live Office is a plug-in to MS Office products, sort of like the EPM Add-In. It brings querying
via universes functionality to, say, Excel. Consequently, you can refresh your Excel
spreadsheet, but only via Live Office. You can also use the plug-in to pull in content from a
WebI document or a Crystal Reports document. You can refresh that content, which pretty
much refreshes the document and pushes the new data back to Excel.

© SAP SE BPC450 406

 Analysis for Office can be used for BPC, BW, and HANA.

© SAP SE BPC450 407

© SAP SE BPC450 408
© SAP SE BPC450 409
 AO: server-based precalculation and distribution, interop with other BI tools (Design Studio,
analysis view)

© SAP SE BPC450 410

© SAP SE BPC450 411
© SAP SE BPC450 412
© SAP SE BPC450 413
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© SAP SE BPC450 416
© SAP SE BPC450 417
© SAP SE BPC450 418
 Analysis can receive data from InfoProviders, Queries, HANA, and Universes. The output
from Analysis can be distributed multiple ways. Workbooks saved to the BI Platform can be
opened from the BI Launchpad. Analysis Views can be consumed in Web Intelligence, and
the OLAP version of Analysis for example. Analysis workbooks can be saved on the BI
Platform as well as the BW Platform.

© SAP SE BPC450 419

 When you launch Analysis 2.1, the EPM add-in is also launched and vice versa.

© SAP SE BPC450 420

© SAP SE BPC450 421
 This is without the planning group

© SAP SE BPC450 422

 This is without the planning group

© SAP SE BPC450 423

© SAP SE BPC450 424
 Analysis tab—View the available fields for a single data source and the fields currently used to
display the data in a crosstab. If you use multiple data sources in your analysis, select a
crosstab cell of the required data source to specify which data source information should be
displayed.
Information tab—View detailed information about a data source or the entire workbook. You
can also find information on filters and variables. General information is displayed as text
elements.
In the Information For list, select the complete workbook or one of the inserted data sources.
The information fields are displayed for the selected object. You can insert these fields in the
analysis using drag and drop.
Components tab—View a list of all components used in the workbook together with the
properties of these components. Select if the components should be listed by data source or
by sheet. In both cases, the highest node of the list is the workbook. Below this, the data
sources or sheets are displayed with their components.

© SAP SE BPC450 425

 You can lock input-ready cells against manual changes in planning workbooks. A locked cell
is a time-limited setting that only applies to the current user session. Locked cells are
displayed in a different cell style. You can also undo cell locks.
There are two implementations of the cell lock function in Analysis.
1. These are Front-end cell locks Cell locks are managed in the runtime for the current result
set. Cell locks remain in effect so long as no significant changes are made to the result set.
2. Back-end cell locks (Single Query and Cross Query) Cell locks are managed exclusively in
the back-end system for one single or all input-ready queries in the planning workbook.
Locking cells in all queries of the workbook makes it possible for a cell that is locked in one
query to be displayed as locked in other queries and to be treated as such.
You can select on the Components tab in the design panel which implementation should be
applied in a workbook.
The planning model is used to determine the query or queries that the cell lock is relavent for.
This setting is independent from work status.

© SAP SE BPC450 426

© SAP SE BPC450 427
© SAP SE BPC450 428
© SAP SE BPC450 429
 SAP standard styles are available after installation of the Add-In. You can modify them in the
Styles group on the Home tab in Microsoft Excel.

© SAP SE BPC450 430

© SAP SE BPC450 431
 Turn on the planning ribbon in Settings. Then, close Analysis and re-launch.

© SAP SE BPC450 432

© SAP SE BPC450 433
© SAP SE BPC450 434
 The display property view is also turned on.

© SAP SE BPC450 435

© SAP SE BPC450 436
© SAP SE BPC450 437
 The EPM feature comparison has some fairly straightforward items such as multiple key
figures since that is clearly not in Standard but is available in Embedded.
Some of the other features may not exist in Embedded for example but there is usually
another way to do something similar. For example, the measures dimension doesn’t exist
in Embedded but we can use variables in the query for cumulative YTD values.
I’ve included the most important features of the EPM add-in for the comparison even if
they are available in both solutions for clarity. As an example, it is good to know that you
can do EPM Formatting in both Embedded and Standard.
Disaggregation by the way is available in both Standard and Embedded but in Embedded
it is hard coded into the query key figure whereas in Standard the planner uses an
interactive dialog similar to spread trend weight.

© SAP SE BPC450 438

 The EPM feature comparison has some fairly straightforward items such as multiple key
figures since that is clearly not in Standard but is available in Embedded.
Some of the other features may not exist in Embedded for example but there is usually
another way to do something similar. For example, the measures dimension doesn’t exist
in Embedded but we can use variables in the query for cumulative YTD values.
I’ve included the most important features of the EPM add-in for the comparison even if
they are available in both solutions for clarity. As an example, it is good to know that you
can do EPM Formatting in both Embedded and Standard.
Disaggregation by the way is available in both Standard and Embedded but in Embedded
it is hard coded into the query key figure whereas in Standard the planner uses an
interactive dialog similar to spread trend weight.

© SAP SE BPC450 439

© SAP SE BPC450 440
© SAP SE BPC450 441
© SAP SE BPC450 442
© SAP SE BPC450 443
 Restrictions for Universes as Data Source:

Supported Platform Release

SAP BusinessObjects Design Studio only supports universe access for BI Platform 4.1.

Supported Universe Types

With SAP BusinessObjects Design Studio, you can use universes that meet the following
prerequisites:
relational universes
single-source universes

Maximum Result Set

The result set has a fixed limit of 5000 rows or 50000 data cells. If either limit is exceeded, no
data is displayed.

© SAP SE BPC450 444

© SAP SE BPC450 445
© SAP SE BPC450 446
 As a little refresher, a BPF is defined as a web-based user interface (UI) that is used to guide
users through a sequence of activities in a process. As you also might recall, the main
reasons to use a BPF are to assist businesses in coordination of their month end close or
planning processes by providing visibility of the progress being made, guiding users through a
series of tasks, and emailing users when they are expected to perform an activity for example.

© SAP SE BPC450 447

© SAP SE BPC450 448
 Processes and activities are displayed in the same page when My Activities icon is clicked
Clicking Process Monitor will open a separate page to monitor processes
Clicking each activity will open a separate page to perform the tasks in the activity

© SAP SE BPC450 449

© SAP SE BPC450 450
© SAP SE BPC450 451
 PLANNING is the name of the BPF Template, the push button COMPLETE is available if you
want to change the status. The CONTEXT is made up of the identity dimensions CAL. YEAR 4
SPECIAL PERIODS; K4/2016; and version B. The STATUS is OPEN-TO PERFORM and the
PROCESS MANAGER (owner of the instance) is determined when creating the instance.

Comments are available in sp4 when changing the status of a step. BPF Comments a
independent from BPC comments.
When users submit, complete, approve, or reject a BPF activity, they are able to enter a
comment the action.
Comments will be displayed in ‘My activities’ list and ‘Process monitor’. It’s also possible to
enter comment when reopening an activity.
Comments will be copied to all reopened activities of the reopened step.

© SAP SE BPC450 452

 Comments are available as of sp4 when changing the status of a step. BPF Comments a
independent from BPC comments.
When users submit, complete, approve, or reject a BPF activity, they are able to enter a
comment the action.
Comments will be displayed in ‘My activities’ list and ‘Process monitor’. It’s also possible to
enter comment when reopening an activity. Comments will be copied to all reopened activities
of the reopened step.

© SAP SE BPC450 453

© SAP SE BPC450 454
© SAP SE BPC450 455
© SAP SE BPC450 456
© SAP SE BPC450 457
 IDENTITY DIMENSIONS are used to track the status of the activities. When selecting the identity
dimensions, you can see in that the dimensions are actually characteristics that belong to the
InfoProviders assigned to the models in the environment.
When selecting identity dimensions in Standard you have to select the model and then the
identity dimensions (from that model) whereas in Embedded all dimensions of all models are
available.
Activities can be reopened in Embedded as they can be in Standard however there is a
setting in Embedded called ‘Check only the current step when reopening’. When the
checkbox is selected, the step in the business process flow can be reopened if the user is the
performer or reviewer of the current step. Otherwise, the user needs to be the performer or
reviewer for both the current step and the previous step to reopen the current step in the
business process flow.

© SAP SE BPC450 458

 The driving dimension is used to lookup the owner and reviewer for the activity.
The Driving Dimension can either be a characteristic in an InfoProvider being used in the
Embedded environment (Internal) or an independent characteristic (External) can be used to
determine the owner and reviewer.
The internal characteristic must have the same members as the external characteristic.

© SAP SE BPC450 459

 The Driving Dimension can now either be a characteristic in an InfoProvider being used in the
Embedded environment (Internal) or an independent characteristic (External) can be used to
determine the owner and reviewer.

© SAP SE BPC450 460

© SAP SE BPC450 461
© SAP SE BPC450 462
© SAP SE BPC450 463
 You can use due dates in bpf steps in sp6. Also, Performers can be determined via Customer
Exits.

© SAP SE BPC450 464

© SAP SE BPC450 465
 The instance is a snapshot of the temlate. If you change the template, you must create a new
instance.

© SAP SE BPC450 466

© SAP SE BPC450 467
© SAP SE BPC450 468
 Powerpoint and Word are not support for the EPM add-in for the Analysis for Office 2.1
release.

© SAP SE BPC450 469

© SAP SE BPC450 470
 EPM Unwired is available for both 10.0 an 10.1. Although it does not use the Fiore platform it
does have a Fiori UX design.

You install the EPM Unwired application on your iPad by downloading the application directly
from the iTunes app store to your device. There are how to papers for both 10.0 and 10.1.

© SAP SE BPC450 471

© SAP SE BPC450 472
 Manage All Environment is removed from Administration; Environment List is the only
entrance to manage all environments
Model and Dimension Defaults is the new name of Context Default
Clicking any link in the page will open a separated new page

Differences in Embedded environment of this release:

Modeling: cannot edit dimension (edit dimension structure, dimension member and
hierarchy)
Security: can only manage teams
BPF, Workstatus and Audit are supported
No business rules
No journal, drill-through, model and dimension defaults, and document type

© SAP SE BPC450 473

 In BPC 10.1, we support following browsers
• On PC: IE9 (with limitation), IE10, Firefox
• On iPad: Safari

© SAP SE BPC450 474

© SAP SE BPC450 475
 Please refer to the two sample files we delivered together with our program.
Where to find the sample files and where to put your customized files:
1.Logon to NW system
2.Open transaction SE80
3.Click Repository Browser, select BSP Application, and type in bpcwebclient, type enter key
Sample files are
1.Page Fragments/themes/bas/customer_sample.css
2.Page Fragments/customize_sample.json
Customized files should be located and named as
1.Page Fragments/WebContent/themes/bas/customer.css
2.Page Fragments/customize.json

© SAP SE BPC450 476

© SAP SE BPC450 477
 The only difference between report and input form is the data input function.

© SAP SE BPC450 478

 In current release, available query list is not filtered by the model you select, or by the
environment you logged on. All the queries in the system you have access to are displayed.
You can search by technical name or description. Search is suggested if you know part of the
query name or description.
History is the default view.
It might take some time to list all queries if you have many of them.
You can always do sorting or filtering to quickly find your query.

© SAP SE BPC450 479

 Variable should be set before opening the query.
You have to set the required variable before clicking next button.
You can change variable setting after report creation.

Please refer to limitation note 1916315 for details of variable limitations.

© SAP SE BPC450 480

© SAP SE BPC450 481
© SAP SE BPC450 482
© SAP SE BPC450 483
© SAP SE BPC450 484
© SAP SE BPC450 485
© SAP SE BPC450 486
© SAP SE BPC450 487
© SAP SE BPC450 488
© SAP SE BPC450 489
 Lab: 01 Model BW and IP with Real Time InfoCubes

At the conclusion of this lab, you will:

Learn how to Create a Real Time InfoCube
Learn how to create an Aggregation Level on a Real Time InfoCube
Learn how to create a Filter, and a Planning Sequence for data input
Create a variable in the IP Modeler
Browse the data in the InfoCube
Browse the Data and Statistics In HANA

You need to understand how Integrated Planning Objects are

maintained and how the data is stored
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Create a Sales and Price Planning Real Time InfoCube

Log on to BW if necessary

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press the Enter key

© SAP SE BPC450 490

 Go to the Data Warehousing Workbench

1. From the SAP Easy Access SAP NetWeaver Business Warehouse screen,
Goto Modeling Data Warehousing Workbench: Modeling

You arrive in the Data Warehousing Workbench: Modeling screen in the

InfoProvider tree.

Note: These labs build on each other so follow the instructions as requested.
(You can always experiment on non-class related test objects later)

2. Expand the BPC_Users folder.

3. Goto to your assigned Group## folder

Create the TBW370S## Sales Planning Real Time Infocube

1. To create the Sales Planning InfoCube, right click on Group## Create

InfoCube…

© SAP SE BPC450 491

 2. Fill in the fields as shown using your assigned ## and select the Real Time
checkbox:

3. Confirm that the Real Time checkbox is checked.

4. Choose F5 to create the InfoCube

Configure the Real Time InfoCube

1. Expand the folders as shown in the following example for group20:

© SAP SE BPC450 492

 2. Open the Settings folder

3. Next to External SAP HANA view, check the box to generate a HANA
Analytic View to allow additional ways to model and consume the data.

Note: Later, in the data audit lab, we’ll make an InfoCube auditable.

4. Click Save

5. Click Activate to create the data dictionary objects

The data dictionary objects and analytic view are created.

Before HANA, InfoCubes were star schemas with table joins from the SID
table to the Dimension table to the Fact table and characteristics were
grouped into dimension tables.

With BW on HANA the InfoCube is flattened out. The SID tables join
directly into the fact table and there is only one Dimension table which is
only used to keep track of uncompressed request ids.

View the Tables for the InfoCube in BW

1. Go to Extras Information Log/Status Dictionary/DB Status

2. There are only 2 tables in the InfoCube: the fact (F) table and the dimension
(D) table (which is used to keep track of uncompressed request ids)

3. Use F3 until you return to the SAP Easy Access SAP NetWeaver Business
Warehouse screen

© SAP SE BPC450 493

 Configure Integrated Planning Objects

Create Aggregation Level S##_AL_01

1. Goto Business Planning and Simulation BI Integrated Planning.

2. Next to Filters, choose Aggregation Level

Note: Aggregation levels are used to specify the ‘scope’ of your planning
activity

3. To open the dialog box for creating an aggregation level, choose Create

4. Enter the data as follows:

Note: AL stands for aggregation level S stands for Sales

5. Press the Enter key to proceed (or click the green checkmark)

6. The empty aggregation level appears on the right

© SAP SE BPC450 494

 Configure Aggregation Level S##_AL_01

1. Drag the InfoObjects to the Aggregation Level as shown below in order to

plan by controlling area and company code with a specific version value by
year for revenue, quantity and contribution margin

Hint: you can select multiple InfoObjects via the Ctrl key and drag them all
to the folders on the right at one time

2. Near the top of the screen check the consistency of the aggregation level
that you just created

3. Choose Save

© SAP SE BPC450 495

 4. Choose Activate (Activation will create the new InfoProvider.)

5. Choose F3

6. Stay in the Planning Modeler (RSPLAN)

Create the S##_AL_02 Aggregation Level with Material Group

The planning data for quantity planning in version B represents the default
values for the sales managers.

Since the planning granularity of the sales managers is by material group, you
need to create a new aggregation level first.

You then need to create a distribution function that breaks down the summary
values to material groups.

Create a new aggregation level by copying aggregation level S##_AL_01 and

add the Material Group characteristic.

1. In RSPLAN go to the InfoProvider screen and enter TBW370S## if

necessary.

2. Choose the Aggregation Level button.

3. Enter your 1st aggregation level S##_AL_01 if necessary

4. Choose Copy.

5. Enter the following:

© SAP SE BPC450 496

 6. Press the Enter key

7. Drag Material Group to the Chars folder on the right:

8. Choose Check Save Activate F3

You are on the RSPLAN Planning Modeler main screen

Create Filter S##_F_01 for aggregation level S##_AL_01

To restrict the characteristic values, create a planning filter.

1. Next to Aggregation Level choose the Filters

2. Choose Create

3. Enter the following:

© SAP SE BPC450 497

 Note: F stands for filter.

4. Press the Enter key

5. Next to the Restriction column, use the Selection buttons to select

the following characteristic values:

© SAP SE BPC450 498

 Note: if you log in using the DE language, use ST for Sales Unit

Select a Variable for Fiscal Year for the S##_F_01 Filter

1. In order to select a variable for Fiscal Year choose the button (not
the far right) to the right of Fiscal Year

2. Next to View, select Variables

3. Choose GROUP00_VAR_FY_01_PM

4. Choose Add

5. Choose Continue

© SAP SE BPC450 499

 The filter now has a variable for fiscal year

Save the Filter

1. Choose Save

Your Filter is saved

2. Choose F3

Create Planning Sequence S##_S_01 for Aggregation Level S##_AL_01

Note: Planning sequences are normally used to run multiple planning functions either
in a dialog step or scheduled in a background job in a process chain (used in BW to
execute background jobs).
Sequences can be executed manually either in the modeler for testing, or in workbooks
by planners.
Sequences require at least one filter and would usually contain multiple filters &
functions. In this case however, we just want to use our sequence to create testing
data in our cube.

Also, after sequences are saved, they can be executed or their individual steps can be
executed.

In the lab below you will enter data and then change the values so that you can see
how delta values are saved for a real time InfoCube.

1. Choose Planning Sequence Create

2. Enter the following:

© SAP SE BPC450 500

 3. Press the Enter key

4. Make your selections as follows:

5. Choose Save

6. Close the message tray

Use the Manual Input Step in the Planning Sequence to Enter 2010 Data

1. Select Step 1

2. Choose Execute Step (the lower execute icon) to perform a data

selection

3. You will receive a message that No data exists Choose Continue

© SAP SE BPC450 501

 4. Close the message tray

5. Choose the lower create icon twice

6. Two rows are created in the Input Template area

7. Enter the data as shown below

Hint: the second row is for company code 2000

8. Choose the lower save icon to Save data from the input template into
the InfoCube

9. Scroll to the right if necessary and change the values as shown:

10. Choose the lower save icon to Save the revised data from the input
template into the InfoCube

11. Now we have original and changed data records in the data base.

Note: you are doing this test so that you can see how the system updates the
database

12. Choose F3 until you return to the SAP Easy Access NetWeaver Business
Warehouse screen

© SAP SE BPC450 502

 Browse the data in the Infocube

1. Goto the InfoCube data browser by entering transaction code /NLISTCUBE

in the command field and press the Enter key

2. Next to InfoProvider enter TBW370S##

3. Deselect Display SID if necessary

4. Choose Execute(F8)

5. Choose

6. Select Company Code, Controlling Area, Customer group, Material group,

and Fiscal year

7. Choose Execute(F8) twice to view the data records

Your results may vary

8. Note: this activity is carried out for testing by developers. End users would
never do this.

9. How is the new data stored in the real-time InfoCube?

As delta records.

10. Note: This is merely temporary. When the InfoCube is compressed, the data
is aggregated over the common key fields and the data retention for planning
activity will go away.

11. If we need an audit trail, then we can turn that on and the system will track
who entered what data and when.

12. Choose F3 until you reach the SAP Easy Access screen

© SAP SE BPC450 503

 Browsing Data and Statistics In HANA

Since HANA has modeling and ETL capability there will no doubt be some
development work needed in HANA in support of BPC planning and analysis
scenarios. It is also a good idea to know how to browse the data in HANA as well
to erase any doubts you might have or to debug.
Although we won’t attempt to make you an expert in HANA the least we can do
right now is to view the data in HANA and view the memory consumption
statistics.
Let’s go take a look at the data using the HANA Administration Console.

Log in to the HANA Studio if necessary

If you are already logged in, go to Browse the InfoCube Fact Table from
HANA

1. Go to Start All Programs SAP HANA SAP HANA Studio

2. When prompted, choose OK to use the default workspace

3. If prompted to provide password reminders, choose No

4. Choose Open Administration Console

5. Under Systems Right click in the open area Choose Add System…

6. Enter the following:

Note: a System is a HANA Instance

Host Name wdflbmt7041

Instance 01
Description BPCHANA##
Local English(United States)

7. Choose Next

8. Enter the following credentials for authentication by database user

User Name: student##

Password: Training##

9. Choose Finish

Browse the InfoCube Fact Table from HANA

1. Expand the system on the upper left Open Catalog Open SAPT63

Note: the catalog contains all of the hana tables

2. Right click on Tables Choose Filters…

© SAP SE BPC450 504

 3. Enter your InfoCube name TBW370S##

4. Choose OK

5. Expand Tables-Filter: *TBW370S##* if necessary

6. Right click fact table /BIC/FTBW370S## table Open Data Preview

You can see the same data as we saw in BW except the surrogate ids instead
of the characteristic values are displayed

When planning, delta records are written to the real time InfoCube. The
InfoCubes can compress the data as well. In addition, compression also
triggers a merge of the data from delta storage to main memory in HANA.
This does improve performance since subsequent reads would not have to the
merge the data from delta and main memory.

7. To see the memory consumption in the HANA Administration Console, right

click the fact table and choose Open Definition Choose the RUNTIME
INFORMATION tab

The Delta Storage is written into Main Storage when the InfoCube is
compressed or when a process chain with the Delta Storage Update is
executed

Your statistics will vary

© SAP SE BPC450 505

 8. Leave the HANA admin console open the rest of the week

End of Lab

© SAP SE BPC450 506

 Lab: 02 Model BW and IP with Data Store Objects

At the conclusion of this lab, you will:

Learn how to create a Planning Enabled DSO
Learn how to create an Aggregation Level on a DSO
Learn how to create a Filter, and a Planning Sequence for data input
Browse the data in the DSO
Browse the Data and Statistics in HANA
Work with the Analytic View in HANA for the DSO
Plan on the DSO and confirm that only the latest data is stored in
HANA

You need to understand how Integrated Planning Objects are

maintained and how the data is stored
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Create a Planning Enabled Data Store Object

You need to plan at the material level by period and this detailed data set will be
consumed in a HANA analytical view

Log on to BW if necessary

If already logged in, go to Go to the Data Warehousing Workbench

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

© SAP SE BPC450 507

 User BPC-##

Password training

4. Press the Enter key

Go to the Data Warehousing Workbench

1. From the SAP Easy Access SAP NetWeaver Business Warehouse menu, go to
Modeling Data Warehousing Workbench: Modeling

2. You arrive in the Data Warehousing Workbench: Modeling screen in the

InfoProvider tree.

3. Open the BPC_USERS folder.

4. Goto to your assigned Group## folder

Create DSO DSOMAT##

1. To create the planning enabled DSO, right click on Group## Create Data Store
Object…

2. Fill in the fields as shown using your assigned ##

Hint: use the TBW370S00 InfoCube as the Template.

DataStore DSOMAT## DSO with Material ##

InfoArea Group## Group##

Object Type InfoCube

Template TBW370S00

© SAP SE BPC450 508

 3. Choose F5 or to create the DSO

4. Open the Settings folder

5. Next to Type of DataStore Object choose and select Direct Update

Continue

6. Select Planning Mode and External SAP HANA view (this will generate an
Analytic view in HANA)

Note: Planning enabled DSO’s require that all characteristics are located in the
Key fields

7. Choose Save

8. Right click on Key fields InfoObject Direct Input

9. Enter 0Material Press the Enter key

10. Drag all characteristics from the Data Fields into the Key fields folder

11. Right click the unused characteristics and key figures and choose Delete so that
you end up with the following:

© SAP SE BPC450 509

 Caution: You should have the key fields and data fields as shown above

Hint: if you remove a field by mistake, just right click on the Key fields or Data
Fields folder and choose InfoObject Direct Input, enter the technical name and
press Enter

Save and Activate the DSO

1. Click Save

2. Click Activate to create the data dictionary objects

The active table and analytic view are generated

3. Choose F3

Note: If you are prompted to Save, choose No

Note: Aggregation Levels on planning enabled DSO’s require that all key figures
and characteristics are included.

View the Assigned Location for Analytic Views Created for InfoProviders

1. In BW, enter /NSPRO in the command field

© SAP SE BPC450 510

 2. Press the Enter key Click SAP Reference IMG

3. Use the binoculars to search for HANA

4. Double click the 1st entry

5. Click on next to Settings for Generating External… as shown

6. You can now see the location in HANA content for analytic views generated
from InfoProviders

7. Choose F3 until you get back to the SAP Easy Access screen

Hint: you can also enter /N in the command field and press Enter

© SAP SE BPC450 511

 Log in to the HANA Studio if necessary

If you are already logged in, go to Locate the Analytic View in HANA for
the Data Store Object

1. Go to Start All Programs SAP HANA SAP HANA Studio

2. When prompted, choose OK to use the default workspace

3. If prompted to provide password reminders, choose No

4. Choose Open Administration Console

5. Under Systems Right click in the open area Choose Add System…

6. Enter the following:

Note: a System is a HANA Instance

Host Name wdflbmt7041

Instance 01
Description BPCHANA##
Local English(United States)

7. Choose Next

8. Enter the following credentials for authentication by database user

User Name: student##

Password: Training##

9. Choose Finish

Locate the Analytic View in HANA for the Data Store Object

Go to the Content Folder of the HANA Studio

1. Click the HANA Studio icon in your task bar (the entries in your task bar
may vary from the following example)

2. Open Content system-local bw bw2hana

Content is where the Information Models (views) are contained

3. Open the Analytic Views folder Double click your DSOMAT##

4. Choose the View Properties tab

© SAP SE BPC450 512

 The analytic view is made up of the data foundation (the underlying table), a
logical join, and a semantic layer

Create an Aggregation Level on the Data Store Object

Go to the Planning Modeler

1. Go back to the BW Application Server session

2. Goto Business Planning and Simulation BI Integrated Planning.

Note: These labs build on each other so follow the instructions as requested. (You can
always experiment on non-class related test objects later)
View the Meta Data for the DSO
1. Next to InfoProvider, enter DSOMAT##

2. Choose Edit Central Settings

© SAP SE BPC450 513

 Direct update DSOs can use planning sequences when saving data as well as
characteristic relationships.

3. Choose F3 to return back to the Planning – Specific Properties of an InfoProvider

screen

Create the DSOAL_## Aggregation Level for the DSOMAT## DSO

1. Choose Aggregation Level
2. Choose Create
3. Enter the following

4. Choose Continue
5. Include all of the DSO InfoObjects in the Aggregation Level on the right
Hint: use your shift key to select all InfoObjects and then drag to the folders on the
right

© SAP SE BPC450 514

 6. Choose Activate
7. Choose F3

Create filter DSOAL_##F for the DSO Aggregation Level

1. Choose the Filters button

2. Choose Create

3. Fill in the following

4. Continue

5. Select the following values by using the leftmost details button

Hint: you can type values in the Direct Entry field and Press the Enter key

© SAP SE BPC450 515

 6. Choose Save F3

Create planning sequence DSO_PS## with the DSO Aggregation Level and Filter

1. Go to the Planning Sequence screen

2. Choose Create

3. Enter the following

4. Choose Continue

5. Use the drop down to make the following selections

© SAP SE BPC450 516

 6. Choose Save

Enter data into the DSO Using the Planning Sequence

1. Select row 1

2. Choose Execute Step Continue through the message regarding no data

3. Close the message panel at the bottom of the screen

4. Choose Create

5. Enter the following data

Hint: use the drop down to select the year

© SAP SE BPC450 517

 6. Choose Save Data (the lower save button)

Change 105,000 to 110,000

1. Under Sales Quantity, enter 110000

2. Choose Save Data

3. Return to the SAP Easy Access screen for BW

View the DSO data in SAP HANA Administration

1. Go to the SAP HANA Administration session

2. In the Catalog folder, under SAPT63 Highlight Tables

3. Right click Choose Filters…

4. Enter DSOMAT## Choose OK

5. Right click the table Choose Open Data Preview

The input enabled DSO only stores the latest data for any given intersection

© SAP SE BPC450 518

 6. Close the data preview tab

End of Lab

© SAP SE BPC450 519

 Lab: 03 Copy and Evaluate Planning Queries
Optional

At the conclusion of this lab, you will:

Copy a planning enabled query for sales planning
Review the key figure planning settings
Review the characteristic settings for planning
Review the query property settings for planning
Create a planning enabled query for price planning

You need to understand how to configure planning enabled queries

Note: In order to perform this lab you will need to perform Lab 01
Model BW and IP with Real Time InfoCubes
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Create a Planning Enabled Query for Sales Planning

Since queries are covered in the BW305 class, we will copy from an existing query
in this case and instead focus on the planning related settings. You will create
queries from scratch later in the class.
So all you need to do is copy the two queries below and don’t change anything
except the query description!
The following image displays the planning scenario that includes the planning
enabled queries.

© SAP SE BPC450 520

 Log on to BW if necessary

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press the Enter key

Create the query by copying from an existing query on the aggregation level
S##_AL_02 (with material group) to do quantity planning

Copy the Query

1. From the SAP Easy Access Menu, go to Business Explorer Query
Copy

© SAP SE BPC450 521

 2. Enter the following

3. Execute (F8)

4. Highlight the source query Transfer Selections Process Selected

Objects
5. Replace 00 with your group number ##
6. Delete ‘_1’ at the end of the query name

© SAP SE BPC450 522

 7. Press the Enter key twice
You just copied a query from one aggregation level to another.
Note: the new query still has the old description however
Now you need to review the planning related settings and change the
description in the BEx Query Designer.

Open the Query Designer

Note: you will access the Query Designer from the BEx Analyzer in this case
since you will render the data there. Otherwise you could access the Query
Designer directly.
1. Goto Start All Programs Business Explorer Analyzer
2. Click the Add-Ins tab

3. Choose the Tools icon Create New Query…

4. Choose System T63

5. Enter the following credentials

Client 800

User BPC-##

Password training

6. Choose OK

Open the new Query in the Query Designer

1. Choose Open Under Find Select the History button

2. Select the query (S00_AL_02_QP_S_SALMAN)

© SAP SE BPC450 523

 3. Choose Open

Change the Query Description and Save it

1. Expand the folders as you see in following example for group 20:

Hint: Use the wrench icon to turn on key names when necessary
2. On the upper right, select the drop down next to Properties
3. Select the query

© SAP SE BPC450 524

 4. Under Description change S00 to S##
5. Goto Query Save

Review the planning related settings

Caution: do not make any further changes to this query.
1. Goto to the Rows/Columns tab

2. Under Columns choose the first Key Figure

3. On the right select the Planning tab

© SAP SE BPC450 525

 The Sales Quantity key figure is Input-Ready however Disaggregation is
turned off

4. Double click the first key figure to see how it is

restricted:

Note: Under Description above, the entry &GROUP00_TEXTV& is a text

variable that the system will use to display the Year for that restricted key
figure.
5. Choose Cancel
6. Under Rows select Controlling Area
7. Choose the Extended tab:

© SAP SE BPC450 526

 Controlling Area is set to display Master Data values in the rows (see the
Access Type for Result Values)
8. On the upper right, select the drop down next to Properties Select the top
node
9. Choose the Planning tab

This query is set to Start Query in Change Mode (data input allowed)

Execute the Query

1. To execute the default query view into a temporary workbook for 2010,
choose Query Exit and use the query
2. Enter 2010 if necessary

© SAP SE BPC450 527

 3. Choose OK

This is the default query view rendered into the BEx Analyzer temporary
workbook
Close the workbook:
1. Choose File Close
2. Do not save the Workbook
The data in your buffer is released

End of Lab

© SAP SE BPC450 528

 Lab: 04 Create BPC Environments and Models

At the conclusion of this lab, you will:

Create an Environment
Create a Model based on a Real Time Infocube
Create an Input Form on a Model
Create a Model based on a Multiprovider

You need to understand the Embedded Environment and Models

based on InfoProviders
In this lab, when the values include ##, replace the characters with the
number assigned to you by your instructor.

Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.

Create an Embedded Environment

Connect to the BPC Web Client if necessary

If already logged in, go to Create a New Environment

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

Note: if you receive an authorization error, choose OK. Then, select the
current connection next to Environment on the lower part of the page. Select
BPC_IP_ENV00 and choose Connect.

In a few seconds, you will see a screen similar to the following. The options
you have may vary however.

© SAP SE BPC450 529

 Hint: At the bottom of the page, to the right of Environment, you can see the
Environment that you are connected to.

Note: if you receive a Script Error, just choose Yes

Caution: the web client as well as the Excel add-ins will time out, so they
need to be closed at the end of every day at a minimum.

Create a New Environment

1. At the bottom of the page, on the right side of Environment, left click your
connected environment

The following dialog opens. Your values may vary from the following
image.

Caution: do not create any Standard environments or models during class.

2. Choose Manage All Environments

© SAP SE BPC450 530

 3. Choose Create

4. Enter the following

Environment ID: BPC_IP_ENV##

Description: BPC_IP_ENV##

5. Choose Create

Hint: if you get an error, shut the web client down and log back in. I.E., the
BPC Web Client will time out.

Connect to Your New Environment

1. At the bottom of the window, click your current environment

2. Choose BPC_IP_ENV## Connect OK

Hint: if the web client does not respond after a minute or so, shut it down and
log back in

Create an Embedded Model based on the provided WSAN1_G## Real

Time InfoCube

1. Choose ADMINISTRATION

2. Choose Models New

3. Enter the following

4. Choose Next

5. Scroll down and select the previously created WSAN1_G## real time
InfoCube in your Group## folder

See the following example for group 20:

© SAP SE BPC450 531

 6. Choose Next Create

7. Under ID choose PRICE

8. Under InfoProviders choose WSAN1_G##

Now you can see the InfoObjects for the real time InfoCube

© SAP SE BPC450 532

 9. Choose Aggregation Levels

Now you can see the InfoObjects of your Aggregation Level

10. Close the Administration page

Create a web based Input Form on the Price Model

1. Select the home icon on the upper right

2. Choose Library

3. Choose Input Form

4. Next to Select Query in Model, choose Price Planning

© SAP SE BPC450 533

 5. Choose Browse

The list of queries and aggregation levels related to the InfoCube are
displayed. To do planning, the query must be selected

6. Highlight WSAN1_PLANNINGQUERY_G##

7. Choose Next and you arrive in the Set Variables step

8. Choose Next and you are in the Define Data Grid step

Note: Currency may appear in the Page Axis, it is ok either way

9. Choose Next OK

You can see that the cells for Price – Version B1 and B2 are available for
input. (Price – Version B is set to not allow input in the BW query since it
will only be written to via a planning function)

© SAP SE BPC450 534

 Save the Price IF ## input form

1. On the upper left choose New Input Form Save

2. Enter the following Name and Description:

Name Price IF ##

Description Price IF ##

3. Choose Save

4. Close the input form page

This will release the data locks in your planning buffer

5. Go Home

Create the Sales_Price Model based on a Multiprovider

1. Choose ADMINISTRATION

2. Choose Models New

3. Enter the following

4. Choose Next

5. Go to BPC_Users and Group##

6. Select the previously existing UBW370P## and UBW370S## real time

InfoCubes

© SAP SE BPC450 535

 7. Choose Next Create

8. Under ID choose SALES_PRICE

9. Under InfoProviders choose UBW370S##

10. Choose Related MultiProviders

You will see the associated MultiProvider

11. Close the page

End of Lab

© SAP SE BPC450 536

 Lab: 05 Model BPC Local Providers

At the conclusion of this lab, you will:

Create a Local Provider based on a flat file
Use fields in HANA without any InfoObjects
Create a Model based on the Local Provider
Create a Planning Enabled Query
Create an Input Form
View the data from HANA
Run the Data Changes report

You need to know how to utilize a Local Provider

Pre-requisite: Lab 04: Create BPC Environments and Models
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.

Create Local Provider LOCAL## based on a Flat File

Connect to the BPC Web Client if necessary

If already logged in, go to Create the Local Provider LOCAL##

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

© SAP SE BPC450 537

 5. If not, click the hypertext to the right of Environment Highlight
BPC_IP_ENV## Choose Connect

Create the Local Provider LOCAL##

1. Goto ADMINISTRATION InfoProviders

2. Choose Local Providers New

3. Enter the ID and Description as follows

4. Choose Next

5. Next to Data File, select Browse Libraries Documents BPC450

BPC450_##

The file looks like this:

6. Choose Next

7. Select Enable Data Audit and Activate Data Audit

8. Select QTY and REV as Key Figures

© SAP SE BPC450 538

 9. Choose Next

The InfoProvider is created as a table in HANA

Create Model LOCAL_MODEL##

1. Check the box next to Create a new model for this local provider

2. Input an ID and Description as shown below

3. Choose Create

You have created a new model and a table in HANA with the flat file data as
well as an Aggregation Level. The query is not created by the system in this
service pack however.

4. Choose Done

5. Close the Administration page

6. Stay in the BPC Web Client

Log on to BW if necessary

If already logged in, go to Go to the Planning Modeler and View the New
Aggregation Level

© SAP SE BPC450 539

 1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press the Enter key

Go to the Planning Modeler and View the New Aggregation Level

1. Go to the SAP Easy Access screen (BW Application)

2. Expand Business Planning and Simulation Double click BI Integrated

Planning

3. Go to the Aggregation Level screen

4. Next to Aggregation Level, enter B* Choose F4 to find the automatically

generated Aggregation Level

5. Display your Aggregation Level (Description: LOCAL##)

An example for group 20 follows:

6. Choose F3

7. Copy the Aggregation Level id into your clipboard (Ctrl+C)

© SAP SE BPC450 540

 8. Return to the SAP Easy Access Screen

Create a Planning Enabled Query on the Local Aggregation Level

Go to the Query Designer

1. Goto Start All Programs Business Explorer Query Designer

2. Double click System T63

3. Enter the following:

Client 800

User BPC-##

Password training

4. Choose OK

Create Query L_PROVIDER_AL_Q##

1. Choose New Query

2. Next to Name paste (Ctrl+V) your Aggregation Level B###-#### Press

Enter

3. Expand the Dimensions folder

4. Go to the Rows/Columns tab

© SAP SE BPC450 541

 5. Drag and Drop the fields as follows

6. Highlight PRODUCT and set the Extended properties to display Master data

7. Highlight the QTY and REV key figures

8. Under Properties, go to the Planning tab

9. Select Input Ready (Relevant for Locking)

© SAP SE BPC450 542

 10. Go to the Filter tab

11. In the Filter, double click Version, Entity, and DataSource and restrict them
to the following members

Note: the only members to select originated from the flat file load

Save the Query

1. Go to Query Save

2. Enter the Description and Technical Name as follows:

Description: L_PROVIDER_AL_Q##

Description: L_PROVIDER_AL_Q##

3. Choose Save

4. Stay in the Query Designer

Create an Input Form

Go back to the BPC Web Client

© SAP SE BPC450 543

 1. In the Library page Choose Input form

2. Select the LOCAL_MODEL##

3. Choose Browse

The query and the aggregation both appear. We’ll use the query since we
want to do data input

4. Choose the L_PROVIDER_AL_Q## query Next Next Next OK

You can see the data that is stored in HANA

5. Change the existing values as you see below Submit Data

Save the Input Form as LOCAL IF ##

1. On the upper left, choose New Input Form Save

2. Enter the following

© SAP SE BPC450 544

 3. Choose Save

4. Close the web client session

View the Data in HANA for Local Provider LOCAL##

Note: if you are already logged into the HANA Admin Console, go to View
the Data in the LOCAL## Table

Log in to the HANA Studio if necessary

Note: if you are logged in, go to View the Data in the LOCAL## Table

1. Go to Start All Programs SAP HANA SAP HANA Studio

2. When prompted, choose OK to use the default workspace

3. If prompted to provide password reminders, choose No

4. Choose Open Administration Console

5. Under Systems Right click in the open area Choose Add System…

6. Enter the following:

Note: a System is a HANA Instance

Host Name wdflbmt7041

Instance 01
Description BPCHANA##
Local English(United States)

7. Choose Next

5. Enter the following credentials for authentication by database user

User Name: student##

Password: Training##

6. Choose Finish

View the Data in the LOCAL## Table

1. Expand the system on the upper left Expand the Catalog folder

2. Expand SAPT63

3. Right click on Tables Choose Filter Enter LOCAL## Choose OK

4. Expand the Tables folder

5. Two tables appear, AUTHORIZATION and FACTS

© SAP SE BPC450 545

 Note: the Authorization table is used to inherit a BW Analysis
Authorizations in case an existing characteristic is used.

6. Right click the FACTS table Open Data Preview

Delta records were written

Your data may vary from the image below

Since you turned on data audit, the HANA table also includes four audit
fields:

F1 Timestamp

F2 Data mode: PLAN

F3 User

F4 Source: includes the flat file load and manual input via the query

7. Close the Local Provider Data Preview by clicking the x on the Data Preview
tab near the upper area of the screen

Run the Data Audit Report for a Local Provider

Connect to the BPC Web Client

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

© SAP SE BPC450 546

 4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

Run the Data Changes Report for the Local Provider

1. In the BPC Web Client, go to the Home page

2. Go to System Reports

3. Choose Data Changes

4. Next to InfoProvider, choose your local provider

Hint: if your local provider does not appear, re-launch the web client

5. Display Report

© SAP SE BPC450 547

 Your values may vary

6. Open the LOCAL IF ##web input form by going Home and in the Library go
to the Public folder

7. Submit 5001 for IPAD

Note: if you get a data lock, go to SM12, press enter, and delete your data
lock. Submit the data again.

8. Go back to the Audit – Data Changes screen

9. Choose Refresh

© SAP SE BPC450 548

 The delta value is displayed

10. Close the input form page

End of Lab

© SAP SE BPC450 549

 Lab: 06 Manage BPC Generated Workspaces

At the conclusion of this lab, you will:

Learn how to manage Workspaces
View the associated Aggregation Level from RSPLAN and RSA1

You need to become familiar with Workspaces since they can be used
in modeling scenarios
Pre-requisite: Lab04: Create BPC Environments and Models
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.

Log on to BW if necessary

If already logged in, go to Access the Aggregation Level for your Local
Provider in RSPLAN

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press the Enter key

© SAP SE BPC450 550

 Access the Aggregation Level for your Local Provider in RSPLAN

1. Go to RSPLAN

2. Go to the Aggregation Level screen

3. Select the drop down and choose the Aggregation Level for your Local
Provider

4. Choose Edit

You get the message regarding the workspace designer

5. Choose Continue

© SAP SE BPC450 551

 All of the Local Provider fields are included in the Aggregation Level

6. Choose F3 until you reach the SAP Easy Access Menu

Caution: Make sure you return to the SAP Easy Access Menu

Access the Virtual Provider for your Local Provider in RSA1

1. Go to RSA1

2. In the InfoProvider tree, expand the Unassigned Nodes

Now you know where the local provider aggregation levels appear in RSA1

3. Right click your Aggregation Level

© SAP SE BPC450 552

 Note that you can create IP planning functions and filters this way

4. Choose F3 until you reach the SAP Easy Access Menu

Access Your Generated Workspace

1. From the BW application server, enter /NRSWSPW in the command field:

2. Press the Enter key and you come to the Display Workspaces screen

3. Expand the ROOT node

Review the Settings and Local Provider For Your Workspace

1. Double click your BPC_IP_ENV## workspace

© SAP SE BPC450 553

 2. On the Settings tab, page down to see the Settings for Local Providers

3. Go to the Local Providers tab

4. Double click your LOCAL##

Fact table without key is selected since you did not use an InfoObject as a
template for the local provider fields

5. Go to the Dimensions tab

© SAP SE BPC450 554

 You can see the structure of the local provider including the audit fields f1 –
f4 … which are referenced to InfoObjects

6. Go to the Data tab

7. Select row with Facts

8. Choose Display

9. Choose Execute

You data may vary

10. Choose F3 (or Ctrl-R for Macs) until you reach the Display Workspace
screen

Create a New Workspace

1. Right click on ROOT Create Workspace

2. Enter WS## Continue

3. If necessary, enter WS## for the Workspace Prefix

4. Under Settings for Main Provider, enter BW370M20

Note: everyone will use the same Main Provider

© SAP SE BPC450 555

 5. Make the following settings:

6. Go to the Central Providers tab Select the following

7. Choose Activate

Now you know how to create a BW Workspace … and also you can now
change the BPC generated workspace in a subsequent exercise.

8. Return to the SAP Easy Access screen

End of Lab

© SAP SE BPC450 556

 Lab: 07 Create BPC Local Characteristics

At the conclusion of this lab, you will:

Create a Global Characteristic
Create a Local Provider based on a flat file
Use fields in HANA along with an InfoObject
Create a local Characteristic
Add your own Local Master Data
Create a Planning Enabled Query
Create an Input Form

You need to know how to utilize a Local Master Data

In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
Pre-requisite: Lab 04: Create BPC Environments and Models

Log on to BW if necessary

If already logged in, go to Create the Global Characteristic

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press the Enter key

© SAP SE BPC450 557

 Create the Global Characteristic

In BW, go to RSD1

1. Enter /NRSD1 into the command field and press Enter

Create the Characteristic

1. Next to InfoObject, enter ZPROD## Choose Create

2. Enter the following

Characteristic ZPROD##

Long Description ZPROD##

3. Choose Continue

4. Next to Data Type, choose CHAR – Character String

5. Next to Length, enter 10

6. Go to the Master Data/Texts tab

7. Next to InfoArea, enter Group##

The characteristic will be an InfoProvider

8. Choose Activate

Add Master Data

1. Choose Maintain

2. Enter the following data:

Hint: use the Add Line button to open extra rows

The image below is an example for group 19

© SAP SE BPC450 558

 3. Next to Save, choose the dropdown Select Save and Activate

4. Close the web session

5. Return to the SAP Easy Access screen

Confirm that you are not locking your local data or provider

1. In BW, go to transaction code SM12

2. Press the Enter key

You shouldn’t have any data locks

3. If you have any data locks, delete them

4. Return to the SAP Easy Access screen

Connect to the BPC Web Client if necessary

If already logged in, go to Create a New Local Provider

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

© SAP SE BPC450 559

 Create a New Local Provider

1. Goto ADMINISTRATION InfoProviders Local Providers

2. Choose New

3. Enter an ID and Description of LPROD##

4. Choose Next

5. Next to Data File, Browse for PRODUCT SALES.csv in Documents

BPC450 BPC450_##

The following image shows the file contents

6. Choose Next

7. Select Enable Data Audit and Activate Data Audit

8. Select QTY and REV as Key Figures

9. Next to PRODUCT, select type InfoObject

Caution: if InfoObject doesn’t appear in the dropdown or there is no

dropdown, refresh the web client (F5)

10. Next to InfoObject, choose the drop down

11. Under Global InfoObjects, enter ZPROD## Press the Enter key

12. Select ZPROD## Choose OK

13. Select Generate Local InfoObject

See the following example for group 20:

© SAP SE BPC450 560

 14. Choose Next

The InfoProvider and Local Characteristic are created as tables in HANA

© SAP SE BPC450 561

 Create the LMPROD## Local Model

1. Check the box next to Create a new model for this local provider

2. Input an ID and Description of LMPROD##

3. Choose Create

You have created a new model and a table in HANA with the flat file data as
well as an Aggregation Level.

4. Choose Done

5. Close the Administration page

6. Write down the Aggregation Level name B___ _ ____

Create a Planning Enabled Query on the LPROD## Local Aggregation Level

Open the query designer if necessary

Note: If you are already logged into the Query Designer, go to Create a New
Query

1. Goto Start All Programs Business Explorer Query Designer

2. Select the T63 BW system

3. Choose OK

4. Enter the following credentials

Client 800
User bpc-##
Password training (lower case)

5. Choose OK

© SAP SE BPC450 562

 After a few seconds the Query Designer opens

Create a New Query on Your New Aggregation Level

1. Choose New Query

2. Next to Name enter the Aggregation Level name you wrote down Press
the Enter key

Note: if necessary, go to RSPLAN and in the Aggregation Level screen, use

the drop down to look it up

3. Double click the Workspace Aggregation Level of ‘LPROD##’

Configure the Query

1. Expand the Characteristic Catalog folder

2. Go to the Rows/Columns tab

3. Drag QTY and REV into the Columns

4. Drag PRODUCT into the Rows

5. Highlight PRODUCT

6. On the right go to the Extended tab

7. Under Access Type for Result Values, select Master data

8. Highlight the QTY and REV in the Columns

9. Under Properties, go to the Planning tab

10. Select Input Ready (Relevant for Locking)

11. Go to the Filter tab

12. Drag VERSION, TIME, and CURRENCY into Default Values

13. Make the following restrictions by double clicking each one and selecting the
value

© SAP SE BPC450 563

 Save the Query

1. Go to Query Save

2. Enter the Description and Technical Name of LPRODALQ##

3. Choose Save

4. Leave the Query Designer open for later

Access Your Generated Workspace

1. From the BW application server, enter /NRSWSPW in the command field:

2. Press the Enter key and you come to the Display Workspaces screen

3. Expand the ROOT node

© SAP SE BPC450 564

 Allow Master Data Maintenance for your BPC generated Workspace

1. Right click your BPC_IP_ENV## workspace and choose Change

2. In the Settings screen, select Creation of Master Data Allowed

Hint: scroll down if you don’t see it

3. Choose Activate

4. Choose F3 until you reach the Easy Access menu

Caution: Make sure you return to the Easy Access menu

You can now add master data to a local characteristic in your workspace

Add Local Master Data

1. In the BPC Web Client go to Administration

© SAP SE BPC450 565

 2. Choose Dimensions

3. Under Dimensions, choose the ZPROD##(Local) dimension

4. Under ID, enter IPHONE7

5. Choose Add or press Enter

6. Under ID, enter IPHONE8

7. Choose Save and Process

Note: if you get an error, close the web client and log back in. Make sure
your workspace allows Creation of Master Data

8. Choose Back

9. Close the Administration page

Now you can plan on the local master data

10. Stay in the web client

Create an Input Form

1. Go to the Home page

2. In the Library page Choose Input form

3. Select the LMPROD## model

4. Choose Browse

The query and the aggregation both appear. We’ll use the query since we
want to do data input

5. Select your LPRODALQ## query

Choose the LPRODALQ## query Next Next Next OK

You can see the data that is stored in HANA

© SAP SE BPC450 566

 Note: If you don’t have the same results as above, enter the values as shown
in the image and Submit the Data

6. Change the existing values as you see below

7. Choose Submit Data

8. On the upper left, choose Input Form Save

9. Enter an Name and Description of LPROD## IF

10. Choose Save

11. Close the web client

View the Data in HANA for a Local Characteristic

Note: if you are already logged into the HANA Admin Console, go to
Preview the /BIC/PZPROD Table

Log in to the HANA Studio if Necessary

1. Go to Start All Programs SAP HANA SAP HANA Studio

© SAP SE BPC450 567

 2. When prompted, choose OK to use the default workspace

3. If prompted to provide password reminders, choose No

4. Choose Open Administration Console

5. Under Systems Right click in the open area Choose Add System…

6. Enter the following:

Note: a System is a HANA Instance

Host Name wdflbmt7041

Instance 01

Description BPCHANA##

Local English(United States)

7. Choose Next

8. Enter the following credentials for authentication by database user

User Name: student##

Password: Training##

9. Choose Finish

Preview the /BIC/PZPROD Table

Note: If you don't see your system on the upper left, you may need to reset
your perspective. Go to Windows Reset Perspective Choose OK.

1. Expand the system on the upper left Expand the Catalog folder

2. Expand SAPT63

3. Right click on Tables Choose Filters… Enter ZPROD## Choose

OK

4. Expand the Tables folder

5. Two sets of tables appear, the Global and Local Characteristics

© SAP SE BPC450 568

 6. Right click the /BIC/PZPROD## table Open Data Preview

7. Right click the /BIC/SZPROD## table Open Data Preview

8. Close your data preview tabs by clicking the x in the tabs located near the top
of the screen

© SAP SE BPC450 569

 View the Results in the BW Workspace

1. From the BW application server, enter /NRSWSPW in the command field:

2. Press the Enter key and you come to the Display Workspaces screen

3. Expand the ROOT node

Review the Settings and Local Provider for Your Workspace

1. Double click your BPC_IP_ENV## workspace

2. On the Central Providers tab, expand the components of ZPROD##

ZPROD## was automatically added by the system

3. Go to the Local Data tab

4. Double click your local characteristic

© SAP SE BPC450 570

 5. Return to the SAP Easy Access Menu

End of Lab

© SAP SE BPC450 571

 Lab: 08 Maintain Master Data From BPC

At the conclusion of this lab, you will:

Create a Global Characteristic
Create an InfoCube and BPC Model
Maintain Master Data from the BPC Web Client

You need to know how to maintain master data using the BPC Web
Client.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
Pre-requisite: Lab 04: Create BPC Environments and Models

Create the Global Characteristic

Create the Characteristic

1. In BW, go to RSD1

2. Next to InfoObject, enter ZMAT## Choose Create

3. Next to Characteristic, enter ZMAT##

4. Next to Long Description, enter ZMAT##

5. Choose Continue

© SAP SE BPC450 572

 Set the data type and length

1. Next to Data Type, choose CHAR – Character String

2. Next to Length, enter 10

Configure the Master Data Texts

1. Go to the Master Data/Texts tab

2. Make the following settings as shown in an example for group20

Select With Master Data, With Texts, Short Text, and Medium Text.

De-select Language-Dep. Text if necessary

Configure the Attributes

1. Go to the Attributes tab

2. Under Attributes, enter ZMTYPE## Press the Enter key

© SAP SE BPC450 573

 3. Continue

4. Make the following settings for the ZMType## attribute

Data Type = CHAR; Length = 10

5. Choose Continue

6. Set the ZMTYPE## attribute to be time dependent

© SAP SE BPC450 574

 Compound to 0Plant

1. Go to the Compounding tab

2. Under Superior InfoObject, enter 0PLANT

Turn on Hierarchies

1. Go to the Hierarchy tab

2. Select With Hierarchies

Activate the Characteristic

Caution: do not choose save

1. Choose Activate

© SAP SE BPC450 575

 You get a dialog box

3. Choose Continue (twice if necessary) and choose Yes if prompted

4. Return to the SAP Easy Access menu

Create the ZMATIC## Material Planning Real Time InfoCube

Go to the BW Data Warehousing Workbench

1. From the SAP Easy Access screen, Goto Modeling Data Warehousing
Workbench: Modeling

You arrive in the Data Warehousing Workbench: Modeling screen in the

InfoProvider tree.

2. Expand the BPC_Users folder.

3. Goto to your assigned Group## folder

Create the ZMATIC## InfoCube

1. To create the Material Planning InfoCube, right click on Group## Create

InfoCube…

2. Fill in the fields as shown using your assigned ## and select the Real Time
checkbox:

© SAP SE BPC450 576

 3. Choose F5 to create the InfoCube

4. Right click the Time folder Choose InfoObject Direct Input Enter
0fiscyear Press the Enter key

5. Right click the Dimension1 folder Choose InfoObject Direct Input Enter
zmat## and 0version Press the Enter key

6. Right click the Key Figures folder Choose InfoObject Direct Input Enter
0copareven Press the Enter key

7. Click Save

8. Click Activate to create the data dictionary objects

9. Expand the folders

You should have the following result:

© SAP SE BPC450 577

 Related InfoObjects such as Plant and Fiscal Year Variant automatically appear.

Create an Embedded Model based on the ZMATIC## InfoCube

Connect to the BPC Web Client

1. If you have the BPC Web Client open, then close it

2. Go to Start Documents BPC Web Client

3. Use the following credentials

User bpc-##

Password training

4. Choose Log On

5. At the bottom of the page, confirm that you are connected to the BPC_IP_ENV##

6. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

Create a New Model called MATPLAN

1. Choose ADMINISTRATION

2. Choose Models New

© SAP SE BPC450 578

 After a few seconds the Create New Model dialog opens

3. Next to ID, enter MATPLAN

4. Next to Description, enter Material Planning

5. Choose Next

6. Scroll down and select the ZMATIC## real time InfoCube in your Group## folder

7. Choose Next Create

Add Master Data for the ZMAT## Dimension

1. Choose Dimensions

2. Under Dimensions, choose the ZMAT## dimension

3. Enter the following values as shown in an example for group 20:

Note: the From date will be the current date for you.

Hint: after entering in a row of data, press the Enter key to open the next line

4. Choose Save and Process

Add Attribute Values

1. Choose Go To Structure of Dimension ZMAT##

Note: if you get a dialog regarding unsaved data, choose No

See the following example for group 20

© SAP SE BPC450 579

 2. Left click on ZMTYPE##

3. Enter the following

4. Choose Save and Process

5. Choose Back

Assign Attribute Values to Members

1. Under Dimensions, choose the ZMAT## dimension

2. Select the following material types: (MTYPE)

3. Choose Save and Process

© SAP SE BPC450 580

 4. The products are assigned to the material type attributes for a time range of
01/01/1000 to 12/31/9999

5. Add the 745 model as follows:

6. Choose Save and Process

The 745 Model is created and assigned to the FASTER material group from your
current date to 12/31/9999

7. Close the BPC Web Client

Now you know how to create master data from the BPC Web Client

View the Master Data from BW

1. In BW, go to RSD1

2. Next to InfoObject, enter ZMAT## Choose Maintain

3. In the Edit Characteristic Details screen, choose Maintain

©©
SAP SE SAP
2015 SE BPC450
BPC450 581
 The 745 model is the only one with a Valid From = the current date

4. Close the BW web session

5. Return to the SAP Easy Access menu by using the F3 key or the back button

End of Lab

© SAP SE BPC450 582

 Lab: 09 Create IP Basic Planning Functions
Optional

At the conclusion of this lab, you will:

Create a Copy function
Create an Aggregation Level with Material Group
Create a Repost function
Create a Distribution function

You need to know how to configure basic IP planning functions

Note: In order to perform this lab you will need to perform the
preceding Lab 01:Model BW and IP with Real Time InfoCubes
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

For sales quantity planning within aggregation level S##_AL_01, we are

following this exercise scenario:

Log on to BW if necessary

© SAP SE BPC450 583

 1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press Enter

Create a Copy Function

Configure a copy function to copy data from Version A to B.

1. Goto the Planning Modeler: From the SAP Easy Access screen, expand Business
Planning and Simulation BI Integrated Planning

2. Next to InfoProvider, type TBW370S## and Press Enter

3. Click the Aggregation Level button

4. Next to Aggregation Level enter S##_AL_01 and press Enter

5. Choose the Planning Function button

Configure the copy function

Configure the copy function to copy the data from Version A to Version B for the
sales quantity key figure for the aggregation level S##_AL_01

1. Choose Create

2. Next to Function Type select Copy

3. Enter the following

© SAP SE BPC450 584

 4. Press the Enter key

5. Which field is to be selected as "Fields to be changed"? Version

Note: No field is to be selected in the “Fields for Conditions” area.

6. Near the top of the screen select

7. Restrict execution of the function to the Sales Quantity key figure

8. Choose

9. Select Sales Quantity (0COPASLQTY) Press Enter

© SAP SE BPC450 585

 10. Select

11. Use the detail buttons to make the following selections:

12. Choose Check Save

13. Press F3 until you reach the SAP Easy Access screen

End of Lab

© SAP SE BPC450 586

 Lab: 10 Create DSO Planning Functions

At the conclusion of this lab, you will:

Create an Analysis Workbook
View the data in HANA
Turn on Characteristic Relationships for a provided DSO
Create DSO related planning functions

Business Example: You are using DSOs in your planning model and
you need to realign the data
Description: You need to know how to configure DSO planning
functions

In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Launch Analysis and Turn on the Planning Toolbar

1. Launch Analysis

a. Goto Start All Programs SAP Business Intelligence SAP

BusinessObjects Analysis Analysis for Microsoft Excel

b. Choose the Analysis tab

c. Check to see if you have the Planning group

Note: if you already have the Planning group in the Analysis ribbon, proceed to #5
Log onto the BW Platform T63 connection with the following credentials

© SAP SE BPC450 587

 2. Turn on the Planning Toolbar if necessary

a. Goto File Analysis Settings

b. In the Advanced Settings tab Select Show Planning Group

c. Choose OK

The planning group will not appear until the next time you launch Analysis

3. Exit Excel without saving the workbook

a. Choose File Exit

b. If prompted, do not save anything

4. Open Analysis (with the Planning Group)

a. Goto Start All Programs SAP Business Intelligence SAP

BusinessObjects Analysis Analysis for Microsoft Excel

b. Choose the Analysis tab

In the Analysis tab, you can now see the planning group

5. Log onto BW with the following credentials

Client 800

User bpc-##

Password training

a. Click in cell A1

b. On the upper left Choose Insert Data Source Select Data Source…

The logon dialog for the BI Platform appears

c. Choose Skip

d. The Select Data Source dialog appears

e. Highlight the T63 BW connection

© SAP SE BPC450 588

 f. Choose Next

g. Enter the credentials as shown above

h. Choose OK

The Select Data Source dialog opens to the Search tab

6. Search for the D_ALQ_## query

a. Next to Search For, enter DSO Choose Search

b. Under Description, choose D_ALQ_##

c. Choose OK

7. Enter and save the following values for Revenue

PRODUCTLINE PRODUCT Revenue

COFFEE T1 1

T2 2

T3 3

T4 4

T5 5

T6 6

a. Enter the Revenue values shown above

b. In the Analysis tab, choose Save Data

c. Leave the Workbook open

d. Stay in Analysis

© SAP SE BPC450 589

 Log on to the HANA Studio if necessary

Note: If you are already logged in to HANA, go to View the DSO Data from the
HANA Studio

1. Open the HANA Studio and go to the Administration Console

a. Go to Start All Programs SAP HANA SAP HANA Studio

After a few seconds, the Workspace Launcher appears

b. Choose OK

c. When the Secure Storage dialog pops up, choose No

d. Choose Open Administration Console

e. Maximize the session

2. Create a new System with the following parameters:

Host Name Wdflbmt7041

Instance Number 01

Description System ##

a. Under Systems on the upper left Select the drop down next to

b. Choose Add System…

The System dialog opens

c. Enter the data from the table above

d. Choose Next

3. Log on with the following

User Name STUDENT##

© SAP SE BPC450 590

 Password Training##

a. Enter the information above

b. Choose Finish

Your system opens on the upper left

Caution: If an invalid credential dialog opens, choose No and check your

credentials. The user will be locked after 6 invalid attempts

View the DSO Data from the HANA Studio

1. Locate the tables in the SAPT63 schema

a. Expand Catalog

b. Expand SAPT63

2. Filter the tables to your DSO

a. Right click on Tables Choose Filters…

b. Enter DSO_##

c. Choose OK

3. Preview the data

a. Right click DSO_## Open Data Preview

You can see the six data records you entered previously

b. Stay in the HANA Studio for later

Log on to BW if necessary

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

© SAP SE BPC450 591

 4. Press the Enter key

Turn on Characteristic Relationships

1. Go to the Planning Modeler

a. Go to the SAP Easy Access screen if necessary

b. Expand Business Planning and Simulation

c. Double click BI Integrated Planning

2. Edit the DSO_## InfoProvider

a. Next to InfoProvider, enter DSO_##

b. Choose Edit

3. Create a characteristic relationship as follows:

a. Go to the Characteristic Rels tab

b. Choose Create

c. Select W.Derivation

d. Next to Char.Relationship Type, select Attribute

e. Next to Characteristic master data builds basis, select PRODUCT

f. Under Target Characteritic, select PRODUCTLINE

g. Choose Save

© SAP SE BPC450 592

 h. Choose F3 or Back

Create the Repost DSO Data on Basis of Characteristic Relationships Planning

Function

1. Create a new Planning Function

a. Choose Planning Functions

You are in the Edit Planning Functions screen

b. Choose Create

The Create planning function dialog opens

2. Create the Repost DSO Data on Basis of Characteristic Relationships

Planning Function as follows

Function Type Repost DSO Data on Basis of Characteristic

Relationships Planning Function

Planning Function REPOSTCR_DSO_##

Description REPOSTCR_DSO_##

Aggregation Level D_AL_##

a. Select the Function Type and enter the data as shown above

b. Choose Continue

3. Select the Field to be changed

a. Next to PRODUCTLINE, select the radio button under Fields to be

changed

b. Choose Save

c. Choose F3

You are in the Edit Planning Functions screen

Create the Physical Deletion of Invalid Combinations in DSOs Planning Function

1. Create a new Planning Function

© SAP SE BPC450 593

 a. Choose Planning Functions

You are in the Edit Planning Functions screen

b. Choose Create

The Create planning function dialog opens

2. Create the Physical Deletion of Invalid Combinations in DSOs Planning

Function as follows

Function Type Physical Deletion of Invalid Combinations in DSOs

Planning Function DELCR_DSO_##

Description DELCR_DSO_##

Aggregation Level D_AL_##

a. Select the Function Type and enter the data as shown above

b. Choose Continue

3. Save the planning function and return to the Planning Functions screen

a. Choose Save

b. Choose F3

You are in the Edit Planning Functions screen

Create the Delete DSO data physically Planning Function

1. Create a new Planning Function

a. Choose Planning Functions

You are in the Edit Planning Functions screen

b. Choose Create

The Create planning function dialog opens

2. Create the Physical Deletion of Invalid Combinations in DSOs Planning

Function as follows

© SAP SE BPC450 594

 Function Type Delete DSO data physically

Planning Function DEL_DSO_##

Description DEL_DSO_##

Aggregation Level DSOAL_##

a. Select the Function Type and enter the data as shown above

b. Choose Continue

3. Save the planning function and return to the Planning Functions screen

a. Choose Save

b. Choose F3 until you make it back to the SAP Easy Access screen

Reset the Crosstab in the Analysis Workbook

1. Return to Analysis and go to the Components tab

a. Go back to Analysis

b. On the lower right, go to the Components tab

2. Expand the DataSource and Reset the Crosstab 1

a. Expand D_ALQ## [DS_1]

b. Right click on Crosstab 1 and choose Reset Data Source

Products T1, T2, and T3 under Juice are now greyed out because they
are invalid combinations.

Products T4, T5, and T6 under Coffee are now greyed out because they
are invalid combinations.

Add the Planning Functions to the Analysis Workbook

1. Add the REPOSTCR_DSO_## planning function

a. In the Analysis pane on the upper right, locate Book1

b. Right click on Book1 Choose Use Planning Function…

© SAP SE BPC450 595

 c. Next to Search For, enter REPOSTCR Choose Search

d. Under Description, choose REPOSTCR_DSO _##

e. Choose OK

REPOSTCR_DSO_## appears in the Planning Objects folder

2. Add the DELCR_DSO_## planning function

a. Right click on Book1 Choose Use Planning Function…

b. Next to Search For, enter DELCR Choose Search

c. Under Description, choose DELCR_DSO _##

d. Choose OK

DELCR_DSO_## appears in the Planning Objects folder

3. Add the DEL_DSO_## planning function

a. Right click on Book1 Choose Use Planning Function…

b. Next to Search For, enter DEL Choose Search

c. Under Description, choose DEL_DSO _##

d. Choose OK

DEL_DSO_## appears in the Planning Objects folder

4. Save the workbook as DSO PF WB## to the BW Server

a. Go to File Choose Analysis if necessary

b. Next to Save Workbook choose the dropdown

c. Choose Save workbook to the SAP NetWeaver platform

d. Next to View, choose My Documents

e. Next to Name, enter DSO_PF_WB##

f. Next to Description, enter DSO PF WB##

g. Choose Save

© SAP SE BPC450 596

 Execute the Characteristic Reposting Planning Function

1. Execute the REPOSTCR_DSO_## planning function

a. On the lower right, choose the Components tab if necessary

b. Right click on REPOSTCR_DSO_##

c. Choose Execute Planning Function

Products T4, T5, and T6 now appear next to Juice

2. Return to the previous saved state

a. Choose Back

b. Choose To Previous Saved State

Products T4, T5, and T6 now appear next to Coffee

Execute the Characteristic Deletion Planning Function

1. Execute the DELCR_DSO_## planning function

a. Right click on DELCR_DSO_##

b. Choose Execute Planning Function

Products T4, T5, and T6 are now deleted

2. Return to the previous saved state

a. Choose Back

b. Choose To Previous Saved State

Products T4, T5, and T6 now appear next to Coffee

Execute the DSO Deletion Planning Function

1. Execute the DEL_DSO_## planning function

a. Right click on DEL_DSO_##

b. Choose Execute Planning Function

All Product data is now deleted

2. Save the data

© SAP SE BPC450 597

 a. Choose Save Data

The DSO is now empty

3. Exit Analysis without saving anything

a. Go to File Exit

b. Don’t save anything

View the DSO Data from the HANA Studio

Note: if the HANA Studio is still displaying the DSO data, go to #4

1. Return to the HANA Studio and locate the tables in the SAPT63 schema if
necessary

a. Expand Catalog

b. Expand SAPT63

2. Filter the tables to your DSO if necessary

a. Right click on Tables Choose Filters…

b. Enter DSO_##

c. Choose OK

3. Preview the data

a. Right click DSO_## Open Data Preview

You can see the six data records you entered previously

4. In the data preview for the DSO, refresh the data

a. Choose Refresh

All of the data has been deleted

b. Close the data preview tab

c. Stay in the HANA Studio for later

End of Lab

© SAP SE BPC450 598

 Lab: 11 Create Fox Formulas
Optional

At the conclusion of this lab, you will:

Create a driver based formula
Create a formula with a condition
Create a formula to calculate revenue based on the prior year
Create a formula with a loop

You need to understand the basics of Fox Code

In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Log on to BW if necessary

If already logged in, go to Create a driver based formula

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press the Enter key

Create a driver based formula

1. Expand Business Planning and Simulation Double click BI Integrated

Planning

2. Goto the Planning Function screen

© SAP SE BPC450 599

 3. Choose Create

4. Enter the following:

5. Choose Continue

Configure the planning function

1. Choose

© SAP SE BPC450 600

 2. Choose to see the online help

3. Close the help screen

4. Choose

5. Double click 0COPAREVEN Revenue

© SAP SE BPC450 601

 6. Type in the equal sign

7. Use the Operands button and manual entry to fill in the rest of the formula:

8. Enter a comment (anything preceded by a *)

© SAP SE BPC450 602

 9. Check your syntax Save F3

Create a formula with a condition

1. Next to Planning Function, enter CALCREV1_##

2. Choose Copy

3. Enter the following:

Configure the planning function

1. Choose Continue Select Material Group as a Field for Condition

2. Choose

© SAP SE BPC450 603

 3. Choose detail view

4. Add JUC to the Chosen Selections Continue

5. Choose Create

6. Select the second row

7. In row 2 choose detail view

8. Add WAT to the Chosen Selections Continue

9. Select row 1 Press the Display/Edit Parameter button

10. Modify your code as follows:

© SAP SE BPC450 604

 11. Check your syntax

12. Use Ctrl-C to copy the code

13. Select row 2 Press the Display/Edit Parameter button

14. Choose Ctrl-V

15. Modify your code as follows:

16. Check your syntax Save F3

© SAP SE BPC450 605

 Create a formula to calculate revenue based on the prior year

1. Choose Copy

2. Enter the following:

3. Choose Continue

Configure the planning function

1. Select Fiscal Year as a Field to be changed

Note: Adding Fiscal Year as a Field to be changed will make it an operand in the
FOX code

2. Choose Delete the existing code

3. Choose Operands Make the following selections

© SAP SE BPC450 606

 4. Continue Complete your code as shown

5. Check your syntax Save F3

Create a formula with a loop

1. Choose Copy

2. Enter the following:

3. Choose Continue

Configure the planning function

1. Select Material Group as a Field to be changed

© SAP SE BPC450 607

 Note: Adding Material Group as a Field to be changed will make it an operand in
the FOX code

2. Choose Delete the existing code

3. Choose Data Types

4. Double click Material group Move your cursor to row two

© SAP SE BPC450 608

 5. Enter in the following:

6. Choose Operands

7. Next to Key Figure Name Choose F4 Select 0COPAREVEN

Continue

8. Next to Material group Choose F4 Choose Variables Select MG

Continue

9. Continue and complete your code as follows using the same steps:

10. Check your syntax Save F3

© SAP SE BPC450 609

 End of Lab

© SAP SE BPC450 610

© SAP SE BPC450 611
 Lab: 12 Use ABAP Managed Database Procedures

At the conclusion of this lab, you will:

Create a class, function type, function
Create a InfoCube, Aggregation Level, Query
Create a HANA table, and SQL Script

You need to understand how to run a planning function using HANA

SQL Script

Business Example: You have a business requirement to use ABAP

Managed Database Procedures in an Integrated Planning Function
Note: AMDP = ABAP Managed Database Procedures
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

The following diagram shows the steps in this Exercise:

© SAP SE BPC450 612

 Note: the Real Time InfoCube, aggregation level, and query are already created for
you.

Log on to the HANA Studio if Necessary

Note: if you are already logged into the HANA Studio go to Create a Native
HANA Table for Testing

1. Open the HANA Studio and go to the Administration Console

a. Go to Start All Programs SAP HANA SAP HANA Studio

After a few seconds, the Workspace Launcher appears

b. Choose OK

c. When the Secure Storage dialog pops up, choose No

d. Choose Open Administration Console

e. Maximize the session

2. Create a new System with the following parameters:

Host Name Wdflbmt7041

Instance Number 01

Description System ##

a. Under Systems on the upper left Select the drop down next to

b. Choose Add System…

The System dialog opens

c. Enter the data from the table above

d. Choose Next

3. Log on with the following

User Name STUDENT##

Password Training##

© SAP SE BPC450 613

 a. Enter the information above (The password is case sensitive)

b. Choose Finish

Your system opens on the upper left

Caution: If an invalid credential dialog opens, choose No and check your

credentials. The user will be locked after 6 invalid attempts

Create a Native HANA Table for Testing

1. Open the SQL Console

a. Right click on T63(STUDENT##)

b. Choose Open SQL Console

The SQL tab opens

2. Open the Native HANA AMT QTY Table.txt file from your BPC450_##
folder

a. Go to Start Documents BPC450 BPC450_##

b. Open the Native HANA AMT QTY Table.txt

This SQL Script performs the following:

It drops the ZTSQL_DATA## table so you can run this more than once

It creates the ZTSQL_DATA## column based table

It sets the data types and lengths for the key fields and data fields

It inserts data for Month 01/02 for 2014 for Products P01-05 for the
Z_Amt and Z_Quan

© SAP SE BPC450 614

 3. Replace ## with your own group number for the ZTSQL_DATA table

a. Go to Edit Replace…

b. Next to Find what: enter ##

c. Next to Replace with: enter your assigned number

d. Choose Replace All

e. Choose Cancel

f. Go to File Save

4. Copy the all of the code

a. Press Ctrl-A Crtl-C

b. Leave the file open

5. Paste the code into the SQL Console

a. Go back to the HANA Studo

b. In the SQL tab, press Ctrl-V

6. Execute the SQL Script

a. Choose F8 or

The Results appear in a new tab. See the following example for group
20:

b. Close the tab

© SAP SE BPC450 615

 7. View the table contents in the Catalog for the SAPT63 Schema

a. Expand Catalog Expand SAPT63

b. Right click on Tables Choose Filters… Enter ZTSQL_DATA##

c. Choose OK

d. Right click on ZTSQL_DATA## Open Data Preview

You can see the same data from the table itself

e. Close the ZTSQL_DATA## data preview tab

Create the Table Type from BW

In the next step we need a table type corresponding to the aggregation level. The
SQL Script procedures have to have an ‘in’ table containing the existing data in
the selection and an ‘out’ table with the changed data. These tables need to have
a structure that matches the aggregation level. You can either use report
RSPLS_SQL_SCRIPT_TOOL in order to generate the type, or use SQL Script.

1. Log on to BW if necessary

a. Go to Start SAP Logon for Windows

b. Highlight T63 Choose Log On

c. Enter the following credentials

Client 800

User BPC-##

Password training

d. Press the Enter key

2. In BW, go to SE38 and run program RSPLS_SQL_SCRIPT_TOOL

a. Go to the BW Easy Access Menu

b. In the command field, enter /NSE38

© SAP SE BPC450 616

 c. Press enter

d. Next to Program, enter RSPLS_SQL_SCRIPT_TOOL

e. Choose F8 or

3. Create the HANA table (type)

a. Choose

b. Choose if necessary

c. Next to Aggregation Level, enter AMDPAL## if necessary

d. Next to HANA-Table-Name, enter ZSQL##

e. Scroll down if necessary and de-select Test

f. Choose F8 or

The screen displays a message of OK

g. Return to the SAP Easy Access screen

4. Find the new Table Type in the HANA Studio

a. Go to the HANA Studio

b. Under the SAPT63 schema, expand Procedures

c. Right click on Table Types Refresh

d. Expand Table Types

© SAP SE BPC450 617

 Your ZSQL## appears

Test the SQL Script in the HANA Studio

1. Open the SQL Console

a. Right click on T63(STUDENT##)

b. Choose Open SQL Console

The SQL tab opens

2. Open the Native Copy Sql Script.txt file from your BPC450_## folder

a. Go to Start Documents BPC450 BPC450_##

b. Open the Native Copy Sql Script.txt

This SQL Script performs the following:

It drops the ZCOPY_SIMP## procedure so you can run this more than
once. Please also note that you cannot change a procedure directly. The
easiest way to change a procedure is to delete and create it again. If you
put a ‘drop procedure’ before your ‘create procedure’ you are on the
save side and can execute the entire SQL-Script in your console.

It creates the ZCOPY_SIMP## procedure

It assigns the structure from the ZSQL## table type to the incoming
view (I_VIEW)

It sets the data types and lengths for the From/To Year

It assigns the structure from the ZSQL## table type to the out bound
external table (E_T_TABLE)

In the ‘begin’, it selects the E_T_TABLE and assigns the target field to
I_TO_YEAR

© SAP SE BPC450 618

 In the call SAPT63.ZCOPY_SIMP(ZTSQL_DATA##, '2014', '2015',
?), since 2014 is first, it is the From Year, and since 2015 is second, it
is the To Year

3. Replace ## with your own group number

a. Go to Edit Replace…

b. Next to Find what: enter ##

c. Next to Replace with: enter your assigned numer (such as 01, 02 etc)

d. Choose Replace All

e. Choose Cancel

f. Go to File Save

4. Copy the code

a. Choose Ctrl-A Crtl-C

b. Leave the file open

5. Paste the code into the SQL Console

a. Go back to the HANA Studio

b. Choose Ctrl-V

6. Execute the SQL Script

a. Choose F8 or

Note: if it doesn’t work, place your curser to the left of the work ‘call’
and Execute it again

The Results appear in a new tab. See the following example for group
20:

© SAP SE BPC450 619

 b. If you get an error, try closing HANA Studio and re-launch.

c. If you still get an error, move to the next step.

Set the User Parameters for Working with AMDP and the HANA Calculation
Engine

1. In BW, go to SU01 and change your bpc-## user

a. Go to the BW Easy Access Menu

b. In the command field, enter /NSU01

c. Press enter

d. Next to User, enter bpc-##

e. Choose

2. Add the parameter SEO_SOURCEBASED_AMDP with a value of X

a. Go to the Parameters tab

b. Under Set/Get parameter ID, enter SEO_SOURCEBASED_AMDP

c. Under Parameter value, enter X (upper case)

3. Change the parameter RSPLS_HDB_SUPPORT to a value of HDB_ON

Note: the current value is HDB_OFF since we are only working with small
data volumes

a. Next to RSPLS_HDB_SUPPORT, enter HDB_ON (upper case)

© SAP SE BPC450 620

 b. Choose Save

c. Return to the BW Easy Access screen

Create a New Class

1. In BW, go to the Class Builder

a. In the command field, enter /NSE24

b. Press enter

2. Create the ZCOPY_CL_## class

a. Next to Object Type, enter ZCOPY_CL_##

b. Choose Create

c. Confirm the ZCOPY_CL_## as a Class object type

d. Enter a Description of ZCOPY_CL_##

e. Save the Class Type as Usual ABAP Class

f. Choose Local Object if necessary

3. Assign the IF_RSPLFA_SRVTYPE_IMP_EXEC Interface

a. Go to the Interfaces tab

b. Under Interface, enter IF_RSPLFA_SRVTYPE_IMP_EXEC

c. Choose Save

d. Choose Activate

The Inactive Objects dialog opens

e. Select every row if necessary as shown in the following example for

group 20

© SAP SE BPC450 621

 f. Continue

The class is now activated

g. Return to the BW Easy Access screen

Create a New Function Type

1. In BW, go to Function Builder screen

a. Go to the BW Easy Access Menu

b. In the command field, enter /NRSPLF1

c. Press the Enter key

2. Create a new function type

a. Next to Function Type, enter ZCOPY_FT_##

b. Choose Create

c. Next to Description, enter ZCOPY_FT_##

3. Assign the class and turn off Blocks

Note: Data Blocks would be inefficient when working with AMDPs since
there would be more calls. HANA can parallelize by itself.

a. Next to Class, enter ZCOPY_CL_##

b. Choose

4. Create the Year From parameter with the following:

Parameter YR_FROM

Description From Year

© SAP SE BPC450 622

 Parameter Type Elementary

InfoObject 0calyear

a. Go to the Parameter tab

b. Right click on Parameter Create Parameter…

c. Enter the values above

d. Continue

5. Create the Year To parameter with the following:

Parameter YR_TO

Description To Year

Parameter Type Elementary

InfoObject 0calyear

a. Right click on Parameter Create Parameter…

b. Enter the values above

c. Continue

d. Choose Save

e. Choose Activate

f. Return to the BW Easy Access screen

Run the Script Tool to Generate the Code for the Class

1. In BW, go to SE38 and run program RSPLS_SQL_SCRIPT_TOOL

© SAP SE BPC450 623

 a. Go to the BW Easy Access Menu

b. In the command field, enter /NSE38

c. Press enter

d. Next to Program, enter RSPLS_SQL_SCRIPT_TOOL

e. Choose F8 or

2. Create the class program code

a. Choose

b. Choose

c. Next to Aggregation Level, enter AMDPAL## if necessary

d. Next to Function Type, enter ZCOPY_FT_##

e. Choose F8

The program generates the code for the class

3. Copy the following code (example for group 20). Use Quck Cut and Paste
via this icon

Caution: be sure to include the 1st column

a. Select Customize Local Layout

© SAP SE BPC450 624

 b. Select Quick Cut and Paste

Caution: include the very leftmost column with the ‘*”

c. Highlight the code shown above

d. Release your mouse

The code has been copied

e. Stay in this session

Modify the Class

1. Create a new session and go to the Class Builder

a. Create a new session

b. In the command field, enter /NSE24

c. Press enter

2. Change the ZCOPY_CL_## class

a. Next to Object Type, enter ZCOPY_CL_## if necessary

b. Choose Change

3. Go to the Source Code

a. Choose Toggle to Source Code – Based Class Builder on the upper

right ( click if necessary)

The source code appears. Following is an example for group 20:

4. Paste the code from the Script Tool into the Public Section

a. Click in row 7 and choose Ctrl-V

© SAP SE BPC450 625

 You have the following code: (except this is an example for group 20)

5. Delete the extra interface

Note: we needed an interface to create the class to get started. Since the
script tool also includes the same
IF_RSPLFA_SRVTYPE_IMP_EXEC interface, we need to delete the lower
one.

a. Highlight interface IF_RSPLFA_SRVTYPE_IMP_EXEC . in line 26

and press the Delete key

Caution: only delete the content, not the row.

6. Program the Implementation

a. Scroll down to line 33 if necessary (you may need to use your roller
ball on the mouse)

b. Insert a line after CLASS ZCOPY_CL_20 IMPLEMENTATION.

(place your cursor after the “.” and press the Enter key)

7. Open the Implementation Methods.txt file from your BPC450_## folder and
copy the code

a. Go to Start Documents BPC450 BPC450_##

b. Open the Implementation Methods.txt file

© SAP SE BPC450 626

 c. Choose Ctrl-A Ctrl-C

8. Paste the Implementation Methods into the class

Note: You may get a message that Changing ABAP Managed Stored
Procedures is not supported in SAP GUI … proceed through the message.

a. Go back to the Class Builder session

b. Under Implementation, click in line 34 press Ctrl-V

9. Copy the Method from the Script Tool

Hint: when you hover on the BW Server icon in your taskbar you will see
your sessions

a. Go to the Report RSPLS_SQL SCRIPT TOOL session

b. Copy the following code

Caution: include the very leftmost column which includes the

comments: ‘*”

© SAP SE BPC450 627

 c. Turn off Quick Cut & Paste in

10. Paste the Method into the ABAP Class

a. Go to the Class Builder session

b. In Line 43, press Ctrl-V

11. Copy the executable code from the SQL Script for My HANA Procedure.txt
file in the BPC450_## folder

a. Go to the the BPC450_## folder

b. Open the My HANA Procedure.txt file

12. Paste the SQL Script into the Class

a. Go back to the Class Builder session

b. In line 70, insert a new row after ENDMETHOD. (and before

ENDCLASS)

© SAP SE BPC450 628

 c. In line 71, above ENDCLASS, press Ctrl-V

13. Save and Activate the Class

Upon activation, the system inserts Signature blocks of comments that make
it easier to lookup the inport and export parameters for example.

Note: Proceed through the following message if necessary: Changing ABAP

Managed Stored Procedures is not supported in SAP GUI

a. Choose Save

b. Continue through any warnings

c. Choose Activate

The Inactive Objects dialog opens

d. Select every row if necessary as shown in the following example for

group 20

e. Continue

The class is now activated

f. Choose F3

On the Methods tab you should see the following:

g. Return to the BW Easy Access screen

© SAP SE BPC450 629

 Create a New Planning Function

1. Go to the Planning Modeler Aggregation level screen

a. Expand Business Planning and Simulation

b. Double click BI Integrated Planning

c. Choose

2. Create a Planning Function with the following data:

Function Type ZCOPY_FT_##

Planning Function ZCOPY_PF_##

Description ZCOPY_PF_##

Aggregation Level AMDPAL##

a. Choose

b. Enter the data above

c. Choose Continue

3. Configure the planning function Parameters

a. Choose

b. Across from From Year, choose

c. Select 2014 and continue

d. Across from To Year, choose

e. Select 2015 and continue

© SAP SE BPC450 630

 f. Choose Save

g. Return to the BW Easy Access screen

Test the Function in Analysis

1. Launch Analysis

Hint: Right click on Analysis for Microsoft Excel and choose Pin to Taskbar. The

button appears in the taskbar … you can easily use it to launch Analysis

a. Goto Start All Programs SAP Business Intelligence SAP

BusinessObjects Analysis Analysis for Microsoft Excel

b. Choose the Analysis tab

Note: if you already have the Planning group in the Analysis ribbon,
proceed to #5

2. Turn on the Planning Toolbar

a. Goto File Analysis Settings

b. In the Advanced Settings tab Select Show Planning Group

© SAP SE BPC450 631

 c. Choose OK

The planning group will not appear until the next time you launch Analysis

3. Exit Excel without saving the workbook

a. Choose File Exit

b. If prompted, do not save anything

4. Open Analysis (with the Planning Group)

Hint: just use the button in your taskbar

a. Goto Start All Programs SAP Business Intelligence SAP

BusinessObjects Analysis Analysis for Microsoft Excel

b. Choose the Analysis tab

In the Analysis tab, you see the planning group

5. Log onto the BW Platform T63 connection with the following credentials

Client 800

User bpc-##

Password training

a. Click in cell A1

b. On the upper left Choose Insert Data Source Select Data Source…

© SAP SE BPC450 632

 The logon dialog for the BI Platform appears

c. Choose Skip

d. The Select Data Source dialog appears

e. Highlight the T63 BW connection if necessary

f. Choose Next

g. Enter the credentials as shown above

h. Choose OK

The Select Data Source dialog opens to the Search tab

Insert the Query and Save Some Data

1. Search for the AMDPAL_Q_## query

a. Next to Search For, enter AMDPAL Choose Search

b. Under Description, choose AMDPAL_Q_##

c. Choose OK

2. Enter and save the following values for Z_AMT in 2014

PRODUCT Z_AMT

2014

P01 1

P02 2

P03 3

P04 4

P05 5

a. Enter the values shown above

© SAP SE BPC450 633

 b. In the Analysis tab, choose Save Data

Add the Planning Function to the Analysis Workbook

1. Add the ZCOPY_PF_## planning function

a. On the lower right, choose the Components tab

b. In the Analysis pane on the upper right, locate Book1

c. Right click on Book1 Choose Use Planning Function…

d. Next to Search For, enter ZCOPY Choose Search

e. Under Description, choose ZCOPY_PF_##

f. Choose OK

g. ZCOPY_PF_## [PF_1] appears in the Planning Objects folder

2. Execute the planning function

a. Right click ZCOPY_PF_## Execute Planning Function

Amounts are copied from 2014 to 2015

3. Save the workbook as AMDP_PF_WB## to the BW Server

a. Go to File Choose Analysis if necessary

b. Next to Save Workbook choose the dropdown

c. Choose Save workbook to the SAP NetWeaver platform

© SAP SE BPC450 634

 d. Next to View, choose My Documents

e. Next to Name, enter AMDP_PF_WB##

f. Next to Description, enter AMDP PF WB##

g. Choose Save

4. Exit Analysis

a. Go to File Exit

b. Don’t save anything

5. Close any open notepad files if necessary

a. Locate the open notepad files in your taskbar

b. Close them without saving anything

Set the User Parameters for the HANA Calculation Engine

1. In BW, go to SU01 and change your train-## user

a. Go to the BW Easy Access Menu

b. In the command field, enter /NSU01

c. Press enter

d. Next to User, enter bpc-##

e. Choose

6. Change the parameter RSPLS_HDB_SUPPORT to a value of HDB_OFF

a. Next to RSPLS_HDB_SUPPORT, enter HDB_OFF

b. Choose Save

c. Return to the BW Easy Access screen

End of Lab

© SAP SE BPC450 635

 Lab: 13 Configure Work Status

At the conclusion of this lab, you will:

View the owner and team attributes
Configure work status
Execute and check work status
Identify the virtual InfoCube used for the work status report

You need to understand the BPC lock concept of work status in

Embedded
Note: In order to perform this lab you will need to perform the Lab
04: Create BPC Environments and Models
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.

Log on to BW if necessary

If already logged in, go to View the Owner and Team Attributes

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press the Enter key

© SAP SE BPC450 636

 View the Owner and Team Attributes

Since work status uses the owner and team attributes of the material group
dimension (in this case), let’s view the attribute values in BW.

1. From the BW application server, enter /NRSD1 in the command field:

Press the Enter key

2. Next to InfoObject enter 0MATL_GROUP

Caution: Do not change anything

3. Click the Display Button

Choose Maintain

© SAP SE BPC450 637

 4. View the Work Status Owner and Work Status Team attributes. We will use
the Team attribute since your BPC-## user is on the ADMIN team.

5. Close the web session

6. Choose F3 until you reach the SAP Easy Access screen

Configure Work Status

Connect to the BPC Web Client if necessary

If you are already logged in go to Create the ADMIN Team

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

Create the ADMIN Team

1. Goto ADMINISTRATION Choose Teams

2. Create the ADMIN Team by clicking the New button

© SAP SE BPC450 638

 3. Enter an ID and Description as shown below

4. Choose Next

5. Add your BPC-## user to the ADMIN Team

The following image is an example for group 00

© SAP SE BPC450 639

 6. Choose Next Finish

The ADMIN Team is successfully created and can be used for BPFs or Work
Status.

7. Choose Close

Configure Work Status

1. Choose ADMINISTRATION

2. Choose Work Status Configuration

3. Choose the PRICE model

2. Select Enable Work Status

Add the Submitted and Approved work states as shown below

Hint: Work states are defined by model in Embedded whereas in Standard

they are defined at the environment level.

Hint: Manual Entry includes manually inputting data from a web and excel
input form – and it also pertains to planning functions

© SAP SE BPC450 640

 3. Configure the Locking Dimensions as follows:

HINT:

OWNER DIMENSION – this characteristic is used to lookup the owner or team.

It must have a hierarchy along with an attribute to store the owners and an
attribute to store the teams.

Hierarchy – this is the hierarchy being used to derive the manager (ie the
owner of a parent node is the manager of the child node)

Owner Property – the Work Status Owner is the attribute of the characteristic
(Material group in this case) being used to lookup the owner

Team Property – the Work Status Owner is the attribute of the characteristic
(Material group in this case) being used to lookup the team

4. Add the Other Dimensions as shown below:

Since the business requirement is usually to lock data regions made up of

version, time, and the owner dimension you also need to turn work status on
for year and version

Keeping in mind that an Embedded model can be referenced to more than

one infoprovider, work status can therefore be set for all infoproviders in a
model or just for a specific infoprovider. By not selecting SET WORK STATE
BY INFOPROVIDER therefore any work state set will be for all infoproviders in
the model. If you do select SET WORK STATE BY INFOPROVIDER then you
will need to specifiy which infoprovider when you set the work state.

© SAP SE BPC450 641

 4. Save the Work Status setting.

5. Use the F5 key to refresh the BPC Web Client

Execute and check work status

1. Open the LIBRARY and click the Input Form link.

2. Next to Select Query Attached in Model select Price Planning

3. Select Browse and click the query WSAN1_PLANNINGQUERY_G##

4. Choose Next 3 times and then OK to finish the new input form.

5. Click the Change Work Status button to set the Work Status

Note: your values may vary vs. the following example for group 20:

© SAP SE BPC450 642

 6. Change the work status for Food (and descendants) / B1 / 2012 to Submitted

Hint: after you select K4/2012, the fiscal year variant will default to K4

8. Choose Apply

9. Choose OK

10. Choose Submit Data to store the Work Status data in the database.

Keep the input form open

Run the Work Status Web Report

1. Go Home

2. Navigate to the SYSTEM REPORTS page and open the Work Status report.

3. Next to Model, click the drop down

4. In the drop down list, it is imperative to use the down arrow on your
keyboard to select the Price Model

5. Choose Anytime

© SAP SE BPC450 643

 6. Choose Display Report

You values may vary

Go back to the input form and set the work state to Approved

1. On the upper right , use the drop down to select the input form
page

2. Change the work status for Frozen Foods(R1113 / B1 / 2012 to Approved

Note: You may see a message regarding Data Slices

© SAP SE BPC450 644

 R1113 is greyed out

3. Choose Submit Data

You can see that the cell C5 does not allow input

4. Close the page without saving anything

View the Virtual InfoCube used for the Audit Report

When you turn on work status for a model, the system automatically
generates a BW virtual InfoCube that is used to feed the audit report

Go to the BW Workbench

1. Go to the SAP Easy Access screen

2. Expand Modeling Data Warehousing Workbench: Modeling

The Virtual InfoCube is located in the Unassigned Nodes InfoArea

3. Right click on the Virtual InfoCube Display Data Model

It is using InfoObjects to capture the user, timestamp, version, material

group, year, and the Work Status Order (this is the work state number, for

© SAP SE BPC450 645

 example approved is number 2).

4. Choose F3

Display the Data

1. To see the data, right click on the InfoCube Display Data

2. Choose Fld Selection for Output

3. Choose Select All Characteristics

4. Choose F8 twice

You data may vary

9. Return to the SAP Easy Access screen

© SAP SE BPC450 646

 Disable Work Status

1. Go to the Web Client

2. Choose Administration

3. Go to Work Status Configuration

4. Choose the Price Model

5. De-select Enable Work Status

6. Click Save

7. Close the web page

End of Lab

© SAP SE BPC450 647

 Lab: 14 Set Up Data Audit

At the conclusion of this lab, you will:

Learn how to enable data audit for an Embedded Model
View the Audit Characteristics in the InfoCube
Run the Web Client Data Audit report
Report on the Audit Data with a BEx Query in the EPM add-in
Turn Data Audit Off

Learn how to enable data audit on an Embedded Model

Pre-requisite: Lab 04 Create BPC Environments and Models

Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.

In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Enabling Data Audit on a BPC 10.1 Embedded Model

Log on to BW if necessary

If already logged in, go to the BW Workbench

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press the Enter key

© SAP SE BPC450 648

 Go to the BW Workbench

1. Go to the SAP Easy Access screen if necessary

2. Expand Modeling

3. Double click Data Warehousing Workbench: Modeling

You arrive in the Data Warehousing Workbench: Modeling screen in the

InfoProvider tree.

4. Near the bottom of the list expand BPC_Users

5. Locate your Group## folder

Turn on the Audit Feature

1. Right click the WSAN1_G## InfoCube Change

2. Expand Settings and check the box next to Auditable

© SAP SE BPC450 649

 3. Activate the change

You should now see additional characteristics in the new Audit Dimension

Also, the associated aggregation level will need to be re-activated.

Choose F3

See the Audit Fields in Manage Mode

1. Right click the WSAN1_G## InfoCube Manage

4. Go to the Contents tab

© SAP SE BPC450 650

 5. Click Fact Table

Notice the four SID_OA* characteristics. Audit data is stored in the Fact table.

6. Choose F3 Go to InfoCube Content

© SAP SE BPC450 651

 The audit characteristics appear. Audit data can also be accessed by running
the BPC Data Changes report or a BEx Query.

7. Choose F3 twice

Activate the Aggregation Level

1. Highlight Group##

2. Choose Refresh

You can see that the WSAN1AG## aggregation level is inactive

3. Right click WSAN1AG## Change Activate

4. Choose F3 until you reach the SAP Easy Access Screen

Test Data Audit in the BPC Web Client

1. Close the BPC Web Client if it is open

© SAP SE BPC450 652

 Connect to the BPC Web Client

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

View the Audit Setting for the Price Model

1. In the web client go to Administration

2. Choose Models Select the Price Model

You can see that it is Auditable

3. Choose Back

4. Under Audit Choose Data Changes

5. Choose Configuration for: PRICE

© SAP SE BPC450 653

 Note: You could disable data audit in this screen by setting the Status to Off

2. Close the page

3. Return to the home screen

Create a Web Input Form

1. Go to the Library page

2. Choose Input Form

3. Next to Select Query Attached in Model, choose Price Planning

4. Choose Browse

The list of queries and aggregation levels related to the InfoCube are
displayed. To do planning, the query must be selected

5. Choose the WSAN1_PLANNINGQUERY_G##

6. Choose Next and you arrive in the Set Variables step

7. Choose Next and you are in the Define Data Grid step

8. Choose Next OK

9. Change an existing value for FOOD by 1 and choose Submit Data

6. Close the page without saving anything

7. Return to the Home screen

Run the Data Change report

1. Go to System Reports Data Changes

2. Select InfoProvider WSAN1_G##

© SAP SE BPC450 654

 3. Choose Anytime

4. Choose Display Report

5. Close the page

Report on the Audit Data with a BEx Query

Go to the Query Designer

1. Goto Start All Programs Business Explorer Query Designer

2. Double click System T63

3. Enter the following:

Client 800

User BPC-##

Password training

4. Choose OK

Create a new query

1. Choose New Query

2. Next to Name enter your Real Time InfoCube WSAN1_G## Press the
Enter key

3. Choose Open Go to Rows/Columns

4. Drag and Drop the fields as follows

© SAP SE BPC450 655

 5. Select all the characteristics in the Rows

6. On the right, choose the Display tab

7. Under Result Rows select Always Suppress

Save the Query

1. Go to Query Save

Next to Description enter Data Audit Q##

Next to Name enter DATAAUDITQ##

© SAP SE BPC450 656

 Hint: if you copy the description, the spaces will be removed and the letters
will be capitalized automatically

2. Choose Save

3. Leave the Query Designer open for later

Execute the default query view in Analysis

1. Goto Start All Programs SAP Business Intelligence SAP

BusinessObjects Analysis Analysis for Microsoft Excel

2. In the Analysis tab, you can now see the planning group

3. Insert a planning query in cell A1

4. On the upper left Choose Insert Data Source Select Data Source…

The logon dialog for the BI Platform appears

1. Choose Skip

2. The Select Data Source dialog (BW) appears

3. In Connections, double click the T63 connection

4. Enter the following credentials:

Client 800

User bpc-##

Password training

5. Choose OK

The Select Data Source dialog opens to the Search tab

Insert the planning enabled query: Data Audit Q##

1. Next to Search For, enter G##

2. Press the Enter key

3. Double click Data Audit Q##

© SAP SE BPC450 657

 4. Exit Excel but don’t save the workbook

Turn Data Audit Off

1. Go to the BW Server

2. Expand Modeling and double click Data Warehousing Workbench:

Modeling

3. In the BPC_USERS folder expand your Group##

4. On the WSAN1_G## InfoCube right click Change

5. Expand Settings and un-check the box next to Auditable

6. Activate the change

6. Choose Continue Activation

The audit fields are deleted from the InfoCube

The associated aggregation level will need to be re-activated.

1. Choose F3

2. Right click WSAN1AG## Change Activate

© SAP SE BPC450 658

 3. Return to the SAP Easy Access Menu

End of Lab

© SAP SE BPC450 659

 Lab: 15 Configure BPC Security
Optional

At the conclusion of this lab, you will:

Create a team via file upload
Review the Embedded Authorization objects
Create a role with the RSBPC_ID authorization object
Create a BW Analysis Authorization
Create an Embedded Data Access Profile

Description: You need to understand the security concept of

Embedded BPC
Note: You need to do Lab 04: Create BPC Environments and Models
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.

Connect to the BPC Web Client if necessary

If already logged in, go to Change your internet explorer security options

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

Change your internet explorer security options

1. From the BPC Web Client, go to Tools Internet Options

© SAP SE BPC450 660

 2. Go to the Security tab Trusted Sites Sites

3. De-select the Require Server Verification checkbox Choose Add

4. Choose Close OK

Create BPC a Team from a Flat File

1. In the BPC Web Client, choose Administration

2. Choose Teams

3. Choose Import

4. Choose Browse Documents BPC450 BPC450_## Hightlight the

TEAMSUSERS file Choose Open

© SAP SE BPC450 661

 5. Choose OK

6. Choose TEAM1 Select two Team Leads

7. Save Back Close the Administration screen

Review the Embedded BW Standard Authorization Objects

In Standard BPC, task profiles are used to control what activities users can
perform such as maintaining environments, models, and dimensions for
example.

In Embedded, the BW standard authorization objects take on this role. In

10.1 there are several new authorization objects. These can be viewed in
transaction code SU21 in the RS Class.

1. Go to the SAP Easy Access screen for the BW server

2. Enter /NSU21 in the command field

© SAP SE BPC450 662

 3. Press the Enter key Expand the RS group and scroll down until you
find RSBPC_ID

All of the CLASS/OBJECTS that start with RSBPC are new

4. Double click RSBPC_BBPF

There are 3 Authorization fields

5. Choose Permitted Activities

© SAP SE BPC450 663

 6. Choose Cancel two times and use F3 to return to the SAP Easy Access
screen

Create a Role for the RSBPC_ID Authorization Object

In Embedded, the users start in the BW user master however they need to be
added to a custom role that includes the RSBPC_ID authorization object.

In role maintenance (tcode PFCG), environments are assigned to the

RSBPC_ID authorization object. Then the user is simply added to this role
and they can then log into an Embedded environment.

1. Go to transaction code PFCG

2. Enter a role name of ZEMBEDDED##

3. Choose Create Single Role

4. Enter a role Description of ZEMBEDDED##

5. Choose Save

6. Go to the Authorizations tab

© SAP SE BPC450 664

 7. Choose Change Authorization Data

8. Continue through the prompt to use a template

9. Choose Do not select templates

You will then arrive in the Change Role: Authorizations screen

10. Choose Manually

11. Enter the RSBPC_ID authorization object Continue

12. Choose the pencil icon to access change mode

13. Select the BPC_IP_ENV## Environment

14. Choose Save

15. Choose Generate Continue

© SAP SE BPC450 665

 16. Go to Utilities Technical Names On

17. Choose F3

18. Go to the User tab

19. Enter BPC-## Choose User Comparison Yes Complete

Comparison Cancel

In Embedded, user security in the web client you will only see users who
have been assigned to the environment via the RSBPC_ID authorization
object or they have the SAP_ALL profile which includes RSBPC_ID by
default.

20. Choose F3 until you return to the SAP Easy Access menu

Create an Analysis Authorization Object

To be able to create an analysis authorization object the characteristic (material group)

needs to be authorization relevant. You can do this in transaction code RSD1, which
is used to maintain characteristics.

1. Go to RSD1

2. Next to InfoObject enter 0MATL_GROUP

3. Choose Display

4. Go to the Business Explorer tab

You can see that Authorization Relevant is activated

© SAP SE BPC450 666

 After making the characteristic authorization relevant, then the initial BW
analysis authorizations are maintained in transaction code RSECADMIN

Create an Analysis Authorization Object

1. Enter /NRSECADMIN in the command field and press Enter

2. Choose Ind. Maint.

3. Next to Authorization, enter ZEMBAUTH_## Choose Create

4. Next to Short Text, enter ZEMBAUTH_##

5. Choose Insert Special Characteristics

0TCAACTVT – this is the BW display(03) vs change(02) setting. In this

case it is set to 02. (the Intervals column only displays the green brackets
regardless)

© SAP SE BPC450 667

 0TCAIPROV – this contains the assignment of the infoprovider. In this case
it is the underlying InfoCube. (the Intervals column only displays the green
brackets regardless)

0TCAVALID – this is used to control the validity date of the authorization.

In the example below it is set to all (the green *)

6. Choose InfoCube Authorizations

7. Next to InfoProvider enter WSAN1_G##

8. Select Insert Full Authorizations

9. Continue

10. Select the authorization relevant characteristic 0MATL_GROUP Continue

Material group has an interval of * (all)

11. Double click 0TCAACTVT Switch the activity to 02 (Change)

The following is an example for group 00:

© SAP SE BPC450 668

 12. Choose Save F3 Activate F3 twice

Once the analysis authorization is activated then it is assigned to the user(s)

based on input from the LOB.

Assign the authorization object the a user

1. Go to the User Tab

2. Choose Individual Assignment

3. Next to User, input BPC-## Change

4. Next the Name (techn.) field enter ZEMBAUTH_##

5. Select the Manual or Generated tab

6. Choose Insert Save

© SAP SE BPC450 669

 If this was an example of a normal BW analysis authorization, that would
complete the set up. However, Embedded BPC also requires that the
analysis authorization be assigned to the environment. This is performed
manually in the RSECENVI transaction code.

Assign the analysis authorization object to an Environment

1. Enter /NRSECENVI in the command field and press Enter

2. Enter your BPC_IP_ENV## environment Change

3. Next the Name (techn.) field enter ZEMBAUTH_##

4. Choose Insert Save

Return to the SAP Easy Access Menu via the F3 key

That wraps up the IT set up to restrict data access. Now we can put on our
business user hats and configure the BPC data access profiles in the BPC
web client

Create an Embedded Data Access Profile

1. Go to the BPC Web Client

2. In ADMINISTRATION choose Data Access Profiles choose New

The price planning model appears but it has an access of None. The
0MATL_GROUP characteristic is available to be restricted since it is
authorization relevant.

© SAP SE BPC450 670

 3. Enter an ID of DAP_## and Description of Data Access Profile ## as shown
below:

4. Select Write access to the FOOD and Beverages parent members

5. Choose Save

The next step is to assign users to the profile.

6. Go to the Users tab Choose Add/Remove

7. Select your BPC-## user id OK

© SAP SE BPC450 671

 8. Choose Save

9. Close the page

End of Lab

© SAP SE BPC450 672

© SAP SE BPC450 673
 Lab: 16 Compress InfoCube and Manage Delta Merge

At the conclusion of this lab, you will:

Be able to discuss compressing and merging data

Business Example: You need to understand the difference between

Delta Merge and Compression for a Real Time InfoCube
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Manage an InfoCube in BW before Saving any Data

1. Log on to BW if necessary otherwise go to #2

a. Go to Start SAP Logon for Windows

b. Highlight T63 Choose Log On

c. Enter the following credentials

Client 800

User BPC-##

Password training

d. Press the Enter key

2. From the SAP Easy Access SAP NetWeaver Business Warehouse screen, go
to the Data Warehousing Workbench

© SAP SE BPC450 674

 a. Expand Modeling

b. Double click Data Warehousing Workbench: Modeling

You arrive in the Data Warehousing Workbench: Modeling screen in

the InfoProvider tree.

3. Go to your Group## folder

a. Near the bottom of the list expand BPC_Users

b. Expand your Group## folder

4. Open the UBW370P## Real Time InfoCube in Manage mode

a. Right click on UBW370P##

b. Choose Manage

There should not be any requests

c. Choose F3 to return to the Data Warehousing Workbench: Modeling

screen and remain there (in your BW session)

© SAP SE BPC450 675

 Work with the Fact Table in HANA Studio Before Saving Data

1. Log in to the HANA Studio if necessary

If you are already logged in, go to #2.View the table contents in the Catalog
for the SAPT63 Schema

a. Go to Start All Programs SAP HANA SAP HANA Studio

b. When prompted, choose OK to use the default workspace

c. If prompted to provide password reminders, choose No

d. Choose Open Administration Console

e. Under Systems Right click in the open area Choose Add

System…

f. Enter the following:

Note: a System is a HANA Instance

Host Name wdflbmt7041

Instance 01
Description BPCHANA##
Local English(United States)

g. Choose Next

h. Enter the following credentials for authentication by database user

User Name: student##

Password: Training##

i. Choose Finish

2. View the table contents in the Catalog for the SAPT63 Schema

Note: If you don't see your system on the upper left, you may need to reset
your perspective. Go to Windows Reset Perspective Choose OK.

a. Expand Catalog

b. Expand SAPT63

c. Right click on Tables Choose Filters… Enter UBW370P##

d. Choose OK

e. Right click on the fact table /BIC/FUBW370P## Open Data Preview

There is no data

© SAP SE BPC450 676

 3. Open the Definition of the fact table /BIC/FUBW370P##

a. Right click on /BIC/FUBW370P## Open Definition

b. Go to the Runtime Information tab

The Number of Entries is 0

The Size on (hard) Disk and Estimated Maximum Memory may vary
vs. the image above.

Note: even though there are no data records in the fact table, there is
meta data that takes up space on disk and memory

4. Display the Partitions

a. Under Details for Table, expand the nodes under wdflbmt7041:30103

All four partitions are empty. Partition 1 is for compressed data,

partition 4 is for uncompressed data, Partition 2/3 are for inventory
InfoCubes

b. Remain in the HANA Studio

Enter Test Data into the Real Time InfoCube

1. Go to the BW Manual Data Entry screen for UBW370P##

© SAP SE BPC450 677

 Hint: The RSINPUT transaction code is used for testing

a. Go to BW

b. In the command field, enter /NRSINPUT

c. Press Enter

d. Next to Data Target, enter UBW370P##

e. Click Change/Create

2. Enter and save the following data into UBW370P##. Then change Total
Variable COGS to 135 and save it.

a. Above Create New Data Records, choose

A blank row opens

b. Enter the data as shown above

c. Choose and Choose Yes if prompted

The update program is compiling. New master data (if any) and
transaction data is also be written into the data base. The data record
appears under Change Data Records.

d. Change Total Variable COGS to 135

e. Choose and Choose Yes if prompted

A delta record is written to the database

Manage an InfoCube in BW after Saving Data

Note: if you are the Data Warehousing Workbench: Modeling screen, go to

#3

1. From the SAP Easy Access SAP NetWeaver Business Warehouse screen, go
to the Data Warehousing Workbench

a. Expand Modeling

b. Double click Data Warehousing Workbench: Modeling

© SAP SE BPC450 678

 You arrive in the Data Warehousing Wo rkbench: Modeling screen in the
InfoProvider tree.

2. Go to your Group## folder

a. Near the bottom of the list expand BPC_Users

b. Expand your Group## folder

3. Open the UBW370P## Real Time InfoCube in Manage mode

a. Right click on UBW370P## Choose Manage

There should be one request in process (yellow). The Transferred and

Added Records are displayed as 0 but only because the request is
open. There are two records in the database

b. Choose F3 to return to the Data Warehousing Workbench: Modeling

screen and remain there (in your BW session)

Work with the Fact Table in HANA Studio After Saving Data to the InfoCube

1. Refresh the data preview for /BIC/FUBW370P##

a. Go to the HANA Studio

b. Go to the Data Preview tab and the Raw Data tab as well

c. Choose Refresh

d. Scroll to the right if necessary to see the key figures

There are two data records for the COPACOGSV columns, the original
125 and a delta of 10 (for a net total of 135)

2. Refresh the Definition of the /BIC/FUBW370P## table

a. Go to the Definition tab and within that, the Runtime Information tab

b. Choose Refresh

The Number of Entries is 2

© SAP SE BPC450 679

 The Size on (hard) Disk and Estimated Maximum Memory may vary.

3. Display the Partitions

a. Under Details for Table, expand the nodes under wdflbmt7041:30103

Partition 4 is for uncompressed data and therefore has a Record Count

of 2

b. Remain in the HANA Studio in the Definition tab

Merge the Data in the HANA Studio

1. For testing purposes, perform a Delta Merge for /BIC/FUBW370P##

Note: there is a Delta Merge process type that can be used to automate this
process

a. Under tables, right click on /BIC/FUBW370P##

b. Choose Perform Delta Merge…

A dialog opens

c. Choose OK

d. Choose Refresh

The Memory Consumption in Main Storage and Delta Storage changes

very slightly since there are only 2 data records. Your results may vary
from the following image. The data is still in partition 4.

© SAP SE BPC450 680

 e. Remain in the HANA Studio on this tab

Monitor the HANA Data Storage

1. In BW, go to the Monitor for the HANA database

a. Create a new session if necessary

b. In the command field, enter /NRSHDBMON

c. Press enter

2. Run the report for the UBW370P## InfoProvider

a. Click

b. Next to Object Type, select InfoProvider

c. Next to Object, enter UBW370P##

d. Choose

3. Display the details for UBW370P## and Partition 4

a. Under InfoProvider, click UBW370P##

Partition 4 is Loaded in Full (in memory)

b. Click on the Full hypertext for Partition 4

You see the characteristic and key figure details. They are all loaded
into memory

c. Return to the BW Easy Access screen

Compress the InfoCube

Note: if you are already in the Data Warehousing Workbench: Modeling

screen, go to #3

© SAP SE BPC450 681

 1. From the SAP Easy Access SAP NetWeaver Business Warehouse screen, go
to the Data Warehousing Workbench

a. Expand Modeling

b. Double click Data Warehousing Workbench: Modeling

You arrive in the Data Warehousing Workbench: Modeling screen in

the InfoProvider tree.

2. Go to your Group## folder

a. Near the bottom of the list expand BPC_Users

b. Expand your Group## folder

3. Close the open request by switching the Infocube to Load Mode

a. Right click on UBW370P## Planning-Specific Properties

Change Real-Time Load Behavior

b. Select Load mode

c. Continue

d. Choose No in the transport request dialog

The request id is now closed (green)

4. Switch the Infocube back to Plan Mode

a. Right click on UBW370P## Planning-Specific Properties

Change Real-Time Load Behavior

b. Select Plan mode

© SAP SE BPC450 682

 c. Continue

d. Choose No in the transport request dialog

5. Open the UBW370P## Real Time InfoCube in Manage mode

a. Right click on UBW370P##

b. Choose Manage

In the Requests tab, the request is green

c. Make a note of the Request ID #

6. Collapse (compress) the InfoCube

a. Go to the Collapse tab

b. The Request ID should be the same as on the Requests tab

c. Click

d. Go to the Requests tab Click

The following is an example for group 20:

The request is compressed and a delta merge would be performed it

hasn’t already been carried out

7. Close all BW sessions except for one

a. Go to System Close GUI Window

b. Repeat for the other sessions, except for the last one (do not log off)

Work with the Fact Table in HANA Studio After Compressing Data in the
InfoCube

1. Refresh the data preview for /BIC/FUBW370P##

a. Go to the HANA Studio

b. Go to the Data Preview tab and view the Raw Data

c. Choose Refresh

© SAP SE BPC450 683

 d. Scroll to the right to see the key figures if necessary

There is one data record with a value of 135 for COPACOGSV

2. Refresh the Definition of /BIC/FUBW370P##

a. Go to the Definition tab and Runtime Information tab within that

b. Choose Refresh

The Number of Entries is 1

3. Display the Partitions

a. Under Details for Table, expand the nodes under wdflbmt7041:30103

Partition 1 is for uncompressed data and therefore has a Record Count

of 1

Partition 4 is for uncompressed data and therefore has a Record Count

of 0

b. Close all the tabs in the HANA Studio

c. Stay in the HANA Studio for later

End of Lab

© SAP SE BPC450 684

 Lab: 17 Connect to the EPM add-in and Save the Sales Planning
Workbook

At the conclusion of this lab, you will:

Connect to a model using the EPM Add-In
Create and modify a report based on a BEx query
Save the workbook to the server

Description: You need to understand how to connect to the EPM

add-in, embed a query, and save a workbook.
Note: In order to perform this lab you will need to perform Lab 04:
Create BPC Environments and Models

Caution: if the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Connect to a model in the EPM add-in for Excel

Hint: one way to launch the EPM add-in is by opening Analysis for Office

1. Launch Analysis for Office and the EPM add-in. Go to Start All
Programs SAP Business Intelligence SAP BusinessObjects Analysis

2. Right click on Analysis for Microsoft Excel Choose Pin to Taskbar

3. In your taskbar, click

4. Go to the EPM tab

5. From the Report Actions Manage Connections…

Note: if Report Actions is not available, use the Refresh dropdown and
Refresh the Workbook

The Connection Manager opens

© SAP SE BPC450 685

 6. Click the Create button

Look up the Server Name and create the connection

1. Go to Start Documents, open the Server.txt file and copy the information.
Close the txt file.

2. Under Connection Type, select SAP BW (INA Provider)

Note: InA stands for Information Access. This is part of the new SAP HANA
UI for Information Access.

3. Next to System Name, enter T63

4. Next to Server Name, paste the following

WDFLBMT7040.WDF.SAP.CORP (this is not case sensitive)

5. Next to Port Number, enter 60029

6. Next to Client, enter 800

7. Choose Connect

8. Use the following credentials

User bpc-##

Password training

9. Choose Log On

10. Select your BPC_IP_ENV## environment and SALES_PRICE model

11. Choose Generate Connection Name

See the following example for group 21:

© SAP SE BPC450 686

 Choose OK twice

Create a sales planning input form

Log on to your BPC_IP_ENV## environment by using the new

connection.

1. In the EPM tab, choose Log On

2. Next to Connection, choose the Ellipse button

3. Select your BPC_IP_ENV## - SALES_PRICE connection and choose OK

4. Enter the following credentials:

User Name: bpc-##

Password: training

5. Choose Log On

6. Under Query Selection enter M## (use your own assigned ## )

After a few seconds, you will see your query

For your sales planning scenario, we will use the

M##_AL_PLANNINGQUERY_01_MP query to prepare the sales prices in
version B

© SAP SE BPC450 687

 Click on under Favorite to mark the query as your Favorite.

7. Highlight the M##_AL_PLANNINGQUERY_01_MP query and choose OK

8. In the EPM-Set Variables dialog, choose OK

In a few seconds, the default report is created automatically based on the

definition of the query

Hint: this query is based on a MultiProvider and the columns are coming
from two different Real Time InfoCubes

Turn off totals for fiscal year

1. Go to the lower right In the Row Axis click Fiscal year

The EPM – Member Selector – Fiscal Year dialog appears

2. Deselect Show Totals and choose OK

Save the workbook

1. In the EPM tab Choose Save Save as Input Form to Server Folder…

2. Next to File Name enter the following: Sales Planning IF ##

© SAP SE BPC450 688

 3. Choose Save

Note: If the EPM Context and Pane go away, you can turn them back on by
choosing Show Pane Context. If you are exiting Excel in the next step, you
can leave it as it however.

Log Off and Exit Excel

1. In the EPM tab Choose Log Off

Your planning buffer data is released and the data is not locked

2. Go to File Exit

3. If prompted, don’t save anything

End of Lab

© SAP SE BPC450 689

 Lab: 18 Create a New Report and Use the EPM Context

At the conclusion of this lab, you will:

Create a new Model
Connect to the EPM add-in from the BPC Web Client
Create a new report based on a query
Change the report, reset it, and display the query default view
Create a new report
Learn how to use the EPM Context
Save the workbook

Description: You need to understand how to create reports and work

with the EPM context
Note: In order to perform this lab you will need to perform Lab 04:
Create BPC Environments and Models

Caution: if the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Connect to the BPC Web Client if necessary

If already logged in, go to Create a New Model

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

© SAP SE BPC450 690

 4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

Create a New Model

1. Choose Administration Choose Models Choose New

2. Enter the following

ID CCA_##

Description Cost Center Accounting ##

3. Choose Next Expand Controlling Select CO-OM-CCA: Costs and

Allocation

4. Choose Next Create Close

5. Close the Administration page

Connect to the EPM Office Add-in for Excel from the BPC Web Client

1. On the lower right, click EPM Office Add-in Click EPM Office Add-in
for Excel

After a few seconds, Excel is launched and the Connection Manager opens

2. Highlight the BPC_IP_ENV## - CCA_## connection Choose OK

Create a report based on the CCA_DATA query

Note: Continue through any warnings regarding the ‘Do not store
connections in the current report’

1. In the EPM – Query Selection dialog, where it says ‘Enter text to search for a
query…’ enter cca

2. Highlight the CCA_DATA query and confirm that the Create a Report from
Query is selected

3. Choose OK

Add Profit Center to the Rows

1. In the EPM tab, choose Edit Report

2. Drag Profit Center into the Row Axis, under Cost Center

3. Choose OK

© SAP SE BPC450 691

 Reset the report and go back to the query default view

1. In the EPM tab, choose Edit Report

2. Click Reset Report

The report Axis are blank

3. Click Display Query report

Cost Center is populated into the Row Axis and Key Figures into the Column
Axis

4. Choose OK

Create a new report in Sheet2

1. Go to Sheet2

2. With your cursor in cell A1, choose New Report

3. Drag Cost Center and Cost Element into the Row Axis

4. Drag Fiscal year/period into the Column Axis

5. Drag Currency into the Page Axis

Set the display to non-compound key for the row and column
dimensions

1. In the Row Axis, click on Cost Center

2. In the Member Selector, choose

3. Select Non Compound Key and choose OK

4. Do steps 1-3 for Cost Element and Fiscal year/Period

5. Choose OK to run the report

Set the Context for Currency to EUR

1. In the EPM Context, choose the dropdown for Currency Click Select
Other Members…

2. In the Member Selector dialog, scroll down and select EUR

3. Choose OK

4. Click Refresh

EUR appears in the EPM Context as well as cell A1

© SAP SE BPC450 692

 5. Double click EUR in cell A1 to access the Member Selector

Under Member, it displays Context (EUR). Therefore, when you change the
context member, the report will automatically adjust.

6. Choose Cancel

Change the EPM Context to GBP

1. In the EPM Context, choose the dropdown for Currency Click Select
Other Members…

2. In the Member Selector dialog, scroll down and select GBP

3. Choose OK

4. Click Refresh

GBP appears in the EPM Context as well as cell A1

Save the workbook

1. In the EPM tab Choose Save Save as Report to Server Folder…

2. Next to File Name, enter Cost Center Accounting WB ##

3. Choose Save

End of Lab

© SAP SE BPC450 693

 Lab: 19 Use the Report Editor

At the conclusion of this lab, you will:

Connect to the EPM add-in from the BPC Web Client
Create a new report based on a query
Change the report
Use Sorting
Use Filtering
Use Ranking
Use Excluded Members

Description: You need to understand how to use the Report Editor to

sort, filter, and rank data
Note: In order to perform this lab, you will need to create the
CCA_## Model in Lab 18: Create a New Report and Use the EPM
Context

Caution: if the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Connect to the BPC Web Client if necessary

If already logged in, go to Connect to the EPM Office Add-in for Excel
from the BPC Web Client

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

© SAP SE BPC450 694

 3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

Connect to the EPM Office Add-in for Excel from the BPC Web Client

1. On the lower right, click EPM Office Add-in Click EPM Office Add-in
for Excel

After a few seconds, Excel is launched and the Connection Manager opens

2. Highlight the BPC_IP_ENV## - CCA_1 connection Choose OK

Create a report based on the CCA_DATA query

1. In the EPM – Query Selection dialog, where it says ‘Enter text to search for a
query…’ enter cca

2. Highlight the CCA_DATA query and confirm that the Create a Report from
Query is selected

3. Choose OK

Set the EPM Context to GBP for the Currency dimension if necessary

1. Go to the EPM Context

2. Choose the dropdown for Currency Select Other Members…

3. Select GBP Choose OK

4. Confirm that all other dimensions are set to All Members

Replace Cost Center with Cost Element in the Rows and put Fiscal
year/period in the Columns

1. In the EPM tab, choose Edit Report

2. In the Row Axis, right click on Cost Center and choose Remove

3. Drag Cost Element into the Row Axis

4. Right click and Remove Key Figures from the Column Axis

5. Drag Fiscal year/period into the Column Axis

6. Choose OK

Sort the rows based on the relative transaction data values

© SAP SE BPC450 695

 1. In the EPM tab, choose Edit Report

2. Go to the Sorting tab

3. Select Sort Data Using the Following Criteria

4. To the right of Sorting Criteria, select First Column

5. Choose OK

The data is sorted Ascending based on the first column

Turn off sorting

1. In the EPM tab, choose Edit Report

2. Go to the Sorting tab

3. Deselect Sort Data Using the Following Criteria

Filter the data

1. Go to the Filtering tab

2. Select Filter Data Using the Following Criteria

3. Next to Filtering Criteria, press the Ellipse button

4. Click the No Members Selected hyperlink

5. Select K4/001/2013 and choose OK to close the Member Selector dialog

6. Choose OK to close the Column Selector dialog

7. Select the middle radio button

8. Select the > operator and enter 10000

9. Choose Add Criteria

The criteria appears under Filter Expression

© SAP SE BPC450 696

 10. Choose OK to run the report

You only have rows that contain values above 10000 for January 2013.

Note: Your values may vary from the following image

Turn off filtering

1. In the EPM tab, choose Edit Report

2. Go to the Filtering tab

3. Deselect Filter Data Using the Following Criteria

Use Ranking

© SAP SE BPC450 697

 1. Go to the Ranking tab

2. Select Rank Data Using the Following Criteria

3. Next to Ranking Criteria, choose

4. Next to Display, select 10 Rows

5. Choose OK to run the report

Only the top 10 rows are displayed

Exclude one of the Cost Elements

1. Click on one of the Cost Elements

2. In the EPM tab, choose Exclude

The Cost Element you excluded is suppressed and is replaced with the next
highest member so that you still have 10 rows of data

Delete the Excluded Member in the Report Editor

1. In the EPM tab, choose Edit Report

2. Go to the Excluded Members tab

The Cost Element you excluded appears under Excluded Members

3. Press to delete it

4. Choose OK to run the report

You now see the initial list of the top 10 Cost Elements

Save the workbook

1. In the EPM tab Choose Save Save as Input Form to Server Folder…

2. Next to File Name, enter Ranking Cost Elements ##

3. Choose Save

Log Off and Exit Excel

1. In the EPM tab Choose Log Off

2. Go to File Exit

3. If prompted, don’t save anything

© SAP SE BPC450 698

 End of Lab

© SAP SE BPC450 699

 Lab: 20 Use Planning Functions in the Sales Planning Workbook

At the conclusion of this lab, you will:

Connect to a model using the EPM Add-In
Create and modify a report based on a BEx query
Save the workbook to the server
Add and Execute planning functions
Manually input data and save it
Use the disaggregation feature

Description: You need to understand how to connect to the EPM add-

in, embed a query, and save a workbook.
Note: In order to perform this lab you will need to perform Lab 04:
Create BPC Environments and Models

Caution: if the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Connect to the BPC Web Client if necessary

If already logged in, go to Connect to the Price model

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

© SAP SE BPC450 700

 5. If not, click the hypertext to the right of Environment Highlight
BPC_IP_ENV## Choose Connect

Connect to the Price model

Connect to the EPM Office Add-in for Excel from the BPC Web Client

1. On the lower right, click EPM Office Add-in EPM Office Add-in for
Excel

After a few seconds, Excel is launched and the Connection Manager opens

2. Highlight the BPC_IP_ENV## - PRICE connection Choose OK

3. Under Query Selection enter G## (use your own assigned ## )

After a few seconds, you will see a list of your queries

For your sales planning scenario, we will use the

WSAN1_PLANNINGQUERY_G## to prepare the sales prices in version B

4. Click on under Favorite to mark both queries as your Favorites. The

following is an example for group 20

5. Highlight the WSAN1_PLANNINGQUERY_G## query and choose OK

© SAP SE BPC450 701

 In a few seconds, the EPM Report is created automatically based on the
definition of the query

Note: if you get a data lock error, follow these steps: a. Log Off b. Exit Excel
c. Go to SM12 to confirm that you don’t have any data locks d. If you do
have a data lock, make sure your web client is closed e. If necessary, delete
the data locks in SM12 f. Go to RSA1 and make sure data audit is turned off
for the WSAN1_G## InfoCube g. Re-activate the WSAN1_G## InfoCube
and WSAN1AG## Aggregation Level h. Go back to Excel

We will be working with 2012 data only, so change Fiscal Year in rows

1. On the lower right (in the Row Axis) Click Fiscal year

The EPM – Member Selector – Fiscal Year dialog appears

2. Select K4/2012

3. Next to Relationship Choose Member Only

© SAP SE BPC450 702

 4. Choose Add Members (stay in the screen)

5. Choose to display the member properties

6. Close the K4/2012 dialog

7. Choose Select Non Compound Key

Year is displayed without the compounded fiscal year variant K4

Note: there is a way to edit the selected Member Relationship

8. Choose Edit

9. Choose the Relationship drop down as follows:

© SAP SE BPC450 703

 Now you can see the relationship options

10. Choose Cancel OK

Only 2012 should now appear in the row 3 and the other years are not
displayed

Save the workbook

1. In the EPM tab Choose Save Save as Input Form to Server Folder…

2. Next to File Name enter: Price Planning IF ##

3. Choose Save

Note: If the EPM Context and Pane go away, you can turn them back on by
choosing Show Pane Context.

Add Planning Functions

1. On the lower right, choose Planning Objects

© SAP SE BPC450 704

 2. Choose the T63 connection

3. Choose

4. Enter G##

You see a list of planning functions

Here is an example for group 20:

5. Select COPY B1 B2 and choose OK

The planning function is now available for use

The Alias is PF_1 since it is the first planning function in the workbook

If the function has a variable, the variables tab is used to assign values to the
variable such as a drop down box or hard code.

The filter tab is used to restrict the data region for the planning function for
characteristics that do not use variables.

© SAP SE BPC450 705

 6. Use the same technique as above to add the following planning functions

Hint: make them favorites so you don’t have to enter G## every time

Input New Price Data and Test the Planning Functions

1. To change the display of material groups to key and text, go to the the lower
right Choose Report Layout

2. In the Row Axis, click Material Group Select Display Choose Key and
Text Choose OK

3. Enter the following values for Price - Version B1:

4. Go to the EPM tab

5. Choose Save Data Choose Yes to submit the data Choose OK when
the Save Results dialog opens

Hint: if you have issues saving data or running planning functions follow
these steps: a. Log Off b.Exit Excel c.Go to SM12 to confirm that you don’t
have any data locks d. If you do have a data lock make sure your web client
is closed e.If necessary, delete the data locks in SM12 f.Go back to Excel and
try again.

6. On the lower right, go to Planning Objects

© SAP SE BPC450 706

 7. Select planning function COPY B1 -> B2

8. Choose Execute. OK

B1 prices are copied to B2

Now markup B2 by 15%

1. Select planning function REVALUE B2

2. On the lower right, go to the VARIABLES tab if necessary and enter 15 next
to the WSAN1VR_G00 variable

3. Choose Execute OK

Prices for version B2 are now 28.75

Now copy the version B2 data to version B

4. Select planning function COPY VER? -> B

5. On the lower right, choose to bring up the member selector for version

6. Choose B2

© SAP SE BPC450 707

 7. Choose OK

8. Choose Execute OK

The copied data is in your planning buffer

9. Choose Save Data

10. Choose Yes

Execute the Delete B2 planning function and use the Rollback option

1. Select planning function DELETE B2 Execute OK

© SAP SE BPC450 708

 2. Next to Transfer Data Choose the drop down Select Rollback Data

B2 Prices are back

Create a price planning input form and execute planning functions

In Sheet2, add a report based on the Disaggregation query

1. Go to sheet 2 and select cell A1 if necessary

2. On the EPM pane under the T63 connection, select the drop down for query
and choose Select another query

3. Enter G## and select WSAN1_DISAGG_QUERY_G##

4. Choose OK

The query is executed

Turn off totaling for material group

1. Choose Edit Report Click on Material Group in the Row axis

2. Deselect Show totals Choose OK

3. Stay in the Report Editor

Confirm that the report allows input

1. In the EPM Report Editor, go to the Options tab

© SAP SE BPC450 709

 Under Data Options, Use as Input Form is selected by default.

2. Choose OK

Enter and Save the following Sales Quantities in Version B

1. Enter the quantities as shown

2. Choose Save Data Yes OK

Add the planning function to calculate revenue

1. On the lower right choose Planning Objects

2. Choose the T63 connection

3. Choose Select…

4. Type in G## and Press the Enter key

© SAP SE BPC450 710

 5. Select CALC REV FOR VER B Choose OK

The CALC REV FOR VER B function is added to the T63 connection in
Planning Objects

6. Select CALC REV FOR VER B(PF_5) Choose Execute OK

Revenue has been calculated and can now be saved

7. Choose Save Data Yes

Use the disaggregation feature for Sales Quantity

Turn on totals for material group.

1. Go to the Report Layout on the lower right

2. In row axis on the lower right Click Material group

3. Select Show Totals Choose OK

Disaggregate a total quantity of 500

1. Enter a quantity of 500 for the material group Total and Sales Quantity in
Version B

2. Choose Transfer Data Yes OK (your values my vary slightly)

© SAP SE BPC450 711

 Total Quantity is spread to the material groups based on Revenue. That is a
setting in the BW Query (coming up soon)

Freeze a material group

1. Choose the cell for Sales Quantity in Version B and JUC-Juice

2. In the EPM ribbon Choose Lock Cells

3. Enter 95 for the Total in the Sales Quantity in Version B column

4. Choose Transfer Data Yes OK

All material groups are changed except for JUC

Save the data

1. Choose Save

2. Choose Yes and OK

© SAP SE BPC450 712

 Save the workbook again

1. In the EPM tab Choose Save Save as Input Form to Server Folder…

2. Highlight Price Planning IF ##

3. Choose Save

4. When prompted to overwrite the workbook, choose Yes

Log Off and Exit Excel

1. In the EPM tab Choose Log Off

2. Go to File Exit

3. If prompted, don’t save anything

End of Lab

© SAP SE BPC450 713

 Lab: 22 Format a Workbook

At the conclusion of this lab, you will:

Format a report using the EPM Formatting Sheet

Description: You need to understand the EPM Add-in formatting

feature

Note: In order to perform this lab you will need to perform Lab 04:
Create BPC Environments and Models

Caution: if the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Connect to the BPC Web Client if necessary

If you are already in the Web Client go to Connect to the Price model

1. Go to Start Documents BPC Web Client Use the following

credentials

User bpc-##

Password training

2. Choose Log On

3. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

4. If not, click the hyperlink to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

© SAP SE BPC450 714

 Connect to the Price model

Connect to the EPM Office Add-in for Excel from the BPC Web Client

1. On the lower right, click EPM Office Add-in EPM Office Add-in for
Excel

After a few seconds, Excel is launched and the Connection Manager opens

2. Highlight the BPC_IP_ENV## - PRICE connection Choose OK

Note: if you have the WSAN1_DISAGG_QUERY_G## query in your

favorites, to to #4

3. Under Query Selection enter G## (use your own assigned ## )

After a few seconds, you will see a list of your queries

For your sales planning scenario, we will use the

WSAN1_DISAGG_QUERY_G## to prepare the sales prices in version B

4. Highlight the WSAN1_DISAGG_QUERY_G## query and choose OK

In a few seconds, the default report is created automatically based on the

definition of the query

5. On the EPM tab, choose Refresh

Note: if the EPM Context and Pane do not appear, go to the EPM tab and
press Show Pane Context

Format Locked Cells

1. In the EPM tab choose

You are in the EPMFormattingSheet

2. Scroll down to row 52

3. To the right of Dimension Member/Property Formatting select the

checkbox (around J52)

© SAP SE BPC450 715

 4. Below Dimension Member/Property Formatting, select Priority to the Row
Format around D53

Note: the row numbers may vary from the screen capture below.

5. Scroll down and select the Apply checkbox in cell C93 for the Rows to
Format on a Specific Member / Property

6. Choose the Add Member/Property push button around D94

7. Go to the Specific Selection tab Choose Locked Cells

8. Choose OK

9. To the right of Locked Cell in column F , change the fill to yellow

© SAP SE BPC450 716

 Test the Formatting

1. Go back to Sheet1

2. Choose Edit Report Go to the Options tab

3. Uncheck Inherit Sheet Options if necessary

4. Select Apply Dynamic Formatting if necessary

5. Choose OK

6. Click in cell C2 and in the EPM tab, choose Lock Cells

Cell C2 is yellow.

© SAP SE BPC450 717

 7. Left click in cell C2 (JUC and Sales quantity intersection)

8. Choose Unlock Cells

9. For JUC and Quantity Enter 5

10. Choose Save Data Yes OK

Format the data and column headers

1. Go to the EPMFormatting Sheet

Turn on Column formatting for Dimension Member/Property Formatting

2. Select Apply in cell C72 if necessary

3. Click the Add Member/Property push button in D73

4. Click Key Figures

5. Choose Sales quantity Choose OK

6. Click the Add Member/Property push button

7. Click Key Figures

8. Choose Sales Price per UM Choose OK

9. Click the Add Member/Property push button

10. Click Key Figures

© SAP SE BPC450 718

 11. Choose Revenue per UM Choose OK

Format the Key Figures

1. For Sales quantity, right click cell F74 Format Cells… Choose
Number Select 0 for Decimal Places and select Use 1000 Separator(,)
Choose OK

2. For Sales Price, right click cell F77 Format Cells… Choose Number
Select 1 for Decimal Places and select Use 1000 Separator(,)
Choose OK

3. For Revenue, right click cell F80 Format Cells… Choose Number
Select 0 for Decimal Places and select Use 1000 Separator(,) Choose
OK

Format the Column Headers

1. For the Sales quantity column header, click cell J74 Press Ctrl+U Go
to the Home tab Click to right justify the text

2. Use Format Painter to copy the format from J74 to J77 and J80

View the new formats

1. Go to Sheet1

© SAP SE BPC450 719

 2. Go to the EPM tab and choose Refresh

Save the workbook again

1. In the EPM tab Choose Save Save as Input Form to Server Folder…

2. Highlight Price Planning IF ##

3. Choose Save

4. When prompted to overwrite the workbook, choose Yes

Note: If the EPM Context and Pane goes away, you can turn them back on by
choosing Show Pane Context.

Log Off and Exit Excel

1. In the EPM tab Choose Log Off

2. Go to File Exit

3. If prompted, don’t save anything

End of Lab

© SAP SE BPC450 720

 Lab: 22 EPM Functions

At the conclusion of this lab, you will:

Create a Control Panel using EPM functions
Use the EPMCopyRange to format data cells
Learn how to cell reference into the EPMOlapMember function

Description: You need to understand the Embedded EPM Add-in

features
Note: In order to perform this lab you will need to perform Lab 04:
Create BPC Environments and Models

Caution: If the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Connect to the BPC Web Client if necessary

If you are already in the Web Client go to Connect to the Price model

1. Go to Start Documents BPC Web Client Use the following

credentials

User bpc-##

Password training

2. Choose Log On

3. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

4. If not, click the next hyperlink to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

© SAP SE BPC450 721

 Connect to the Price model

Connect to the EPM Office Add-in for Excel from the BPC Web Client

1. On the lower right, click EPM Office Add-in EPM Office Add-in for
Excel

After a few seconds, Excel is launched and the Connection Manager opens

2. Highlight the BPC_IP_ENV## - PRICE connection Choose OK

Run the WSAN1_ALLCUR_QUERY_G## in Sheet1

1. Under Query Selection enter G## (use your own assigned ## )

After a few seconds, you will see a list of your queries

2. Highlight the WSAN1_ALLCUR_QUERY_G## query and choose OK

In a few seconds, the default report is created automatically based on the

definition of the query in Sheet1

Run the WSAN1_DISAGG_QUERY_G## in Sheet2

1. Select Sheet2 in the same workbook

2. Place your cursor in cell A1 if necessary

3. Choose Select Another Query… from the Report Layout Tab of the EPM
pane (see following image)

© SAP SE BPC450 722

 5. Select your WSAN1_DISAGG_QUERY_G## query

Confirm that Create Report From Query is selected

4. Click OK.

The result is generated based on the query default view.

Set Fiscal Year to display only 2012 in the rows and turn off totaling for
the Row Dimensions

1. Left click Fiscal Year on the lower right in the row axis.

2. Select 2012 in the left panel

3. Under Selection Relationships, select Member Only

4. Click Add Members

5. Deselect Show Totals

6. Choose OK

7. On the lower right, in the row axis, click Material Group and de-select Show
Totals

8. Choose OK

© SAP SE BPC450 723

 Turn off Member Recognition

Since we will be typing in labels, we do not want the system to try and
recognize members

1. In the EPM tab, go to Options Sheet Options

2. Turn off Activate Member Recognition if necessary

3. Choose OK

Create a Control Panel in Sheet 2

Note: the control panel will used to display report meta data kind of like a
report header

1. Insert 6 rows at the top of the worksheet in sheet 2

2. Enter the following labels:

Cell B1 Environment

Cell B2 Model / Query

Cell B3 Refresh

Cell B4 Server

3. In cell C1 Enter =EPM

4. Double click EPMEnvDatabaseDesc Choose Insert Function

The Function Arguments dialog appears

© SAP SE BPC450 724

 You can leave the Connection name blank

5. Choose OK

Your environment is displayed in C1 as show in the following example for

group 20

6. Use the following functions to complete the header of the report:

Cell Function

C2 =EPMModelCubeDesc()

C3 =EPMRefreshTime()

C4 =EPMServer()

The following is an example for group 20:

Note: the Model/Query that is displayed depends on the query selected in

Data Connections

Use EPMCopyRange in Sheet1

You just got a request to change Sheet1. The users want to format the data
cells without using the EPMFormatting Sheet.

Create some space for the new EPM function in Sheet1

1. Go to Sheet1

2. Insert 4 rows at the top of the sheet

© SAP SE BPC450 725

 3. Right click Column A and B and choose insert

Turn off auto fit column width

1. In the EPM tab, go Options Sheet Options

2. In the Formatting tab, deselect Auto Fit Column Width

3. Choose OK

Format cell E1 and add the EPMCopyRange function

1. Format cell E1 to have a grey fill and Number Format of 1 decimal place

2. In cell D1, enter =EPMC

3. Double click EPMCopyRange and choose the Insert Function button

4. Fill in the parameters as follows:

Note: ReportID is the only parameter that requires you to enter double quotes

5. Choose OK

6. In the EPM tab, click Refresh

You formatting is displayed in Sheet1 as follows:

© SAP SE BPC450 726

 Use The EPMOLAPMember Function in Sheet1

You just got a request to provide a dropdown to select different currencies in

Sheet1

Change the EPM Context to USD

1. Go to the EPM

2. Under the EPM Context, choose the drop down next to Currency

3. Choose Select Other Members…

4. Scroll down if necessary and click USD

5. Choose OK

Now that you have a member selected in the EPM Context, you can set the
Page Axis to use it

Set the Page Axis to read the EPM Context

1. In the Page Axis on the lower right, click Currency to access the Member
Selector dialog

Near the top right under Member, USD … Member Only appears

2. Highlight USD and delete it

3. Near the top left, choose USD (Context)

4. Click USD and under Selection Relationship, select the relationship Member
Only

5. Choose

© SAP SE BPC450 727

 Context (USD) appears under Member near the top right of the dialog

Note: in the query, the default value is USD however there is also EUR,
USD, CAD, CHF, and GBP in the characteristic restrictions

6. Choose OK

Turn off member recognition

1. In the EPM tab, go to Options Sheet Options

2. Deselect Activate Member Recognition if necessary

3. Choose OK

Enter the dropdown values

1. Enter the following currencies that will be in the dropdown

Cell Value

A1 USD

A2 EUR

A3 CHF

A4 CAD

A5 GBP

Add a dropdown box

1. In cell D3, enter <- Select a Currency

© SAP SE BPC450 728

 2. Click in cell C3 Go to the Data tab Choose Data Validation Under
Allow Select List

3. Under Source, select cells A1 to A5

4. Press Enter until the dialogs are closed

5. Click in cell C3 and select CHF

Link the dropdown in C3 to the Page Axis in C5

1. Click in cell C5

You see the EPMOlapMember function in the formula bar

Note: this function has 5 parameters. You can cell reference into the first one
only. And then just delete one of the unused parameters.

2. In the formula bar, change the function values as follows:

In the first parameter, enter C3,

In the third parameter, delete “”,

3. Press Enter

4. In the EPM tab, choose Refresh

You don’t have any data for CHF, but the dropdown worked.

5. Switch back to USD and choose Refresh

Save the workbook

1. In the EPM tab Choose Save Save as Input Form to Server Folder…

2. Next to File Name, enter EPM Functions ##

© SAP SE BPC450 729

 3. Choose Save

Log Off and Exit Excel

1. In the EPM tab Choose Log Off

2. Go to File Exit

3. If prompted, don’t save anything

End of Lab

© SAP SE BPC450 730

 Lab: 23 Create Local Members

At the conclusion of this lab, you will:

Use a Local member

Description: You need to understand how to perform calculations

using Local Members
Note: In order to perform this lab you will need to perform Lab 04:
Create BPC Environments and Models

Caution: If the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.
The planner wants a formula to mark up Revenue by 25%. We can use a
local member for that. Local members are saved with the report and are
completely dynamic unlike pure Excel formulas.

Connect to the BPC Web Client if necessary

If already logged in, go to Connect to the EPM Office Add-in for Excel
from the BPC Web Client

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

© SAP SE BPC450 731

 5. If not, click the hypertext to the right of Environment Highlight
BPC_IP_ENV## Choose Connect

Connect to the EPM Office Add-in for Excel from the BPC Web Client

1. On the lower right, click EPM Office Add-in EPM Office Add-in for
Excel

After a few seconds, Excel is launched and the Connection Manager opens

2. Highlight the BPC_IP_ENV## - PRICE connection Choose OK

3. Under Query Selection, enter G##

4. Highlight WSAN1_DISAGG_QUERY_G##

5. Select Create Report From Query if necessary

6. Choose OK

Turn on LocalMember recognition

1. In the EPM tab, go to Tools Options Right click on Sheet Options

Choose Add to Quick Access Toolbar

2. On the upper left, click Sheet Options

3. Select Activate Local Member Recognition

Note: if Activate Member Recognition is not selected, it is ok

4. Choose OK

Enter the column header and the formula

1. In the cell to the right of Revenue in Ver B Enter Rev x 1.25

You values may vary in the following example

© SAP SE BPC450 732

 2. In the cell below Rev x 1.25 Enter the formula =E2*1.25 and press enter

The formula is inherited into the cells below automatically

Access the properties for the formula and the local member definition

1. Right click on the cell with your formula (F2 in this example) EPM
Properties

Note: even though it says All members for 0VERSION etc., the query is
restricted to single values.

© SAP SE BPC450 733

 2. Close the dialog box

3. To see the report specific Local Member Choose Edit Report Local
Member tab Choose LocalMember000

Now you can see the local member definition

4. Choose Cancel

Save the workbook

1. In the EPM tab Choose Save Save as Input Form to Server Folder…

2. Next to File Name, enter Local Member WB ##

3. Choose Save

Log Off and Exit Excel

1. In the EPM tab Choose Log Off

2. Go to File Exit

3. If prompted, don’t save anything

End of Lab

© SAP SE BPC450 734

 Lab: 24 Create Push Buttons and Hyperlinks

At the conclusion of this lab, you will:

Create a push button
Create Hyperlinks

Description: You need to understand the EPM Add-in VBA and API
features

Note: In order to perform this lab you will need to perform Lab 04:
Create BPC Environments and Models

Caution: If the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Connect to the BPC Web Client if necessary

If already logged in, go to Connect to the EPM Office Add-in for Excel
from the BPC Web Client

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

© SAP SE BPC450 735

 5. If not, click the hypertext to the right of Environment Highlight
BPC_IP_ENV## Choose Connect

Connect to the EPM Office Add-in for Excel from the BPC Web Client

1. On the lower right, click EPM Office Add-in Click EPM Office Add-in
for Excel

After a few seconds, Excel is launched and the Connection Manager opens

2. Highlight the BPC_IP_ENV## - PRICE connection Choose OK

3. Under Query Selection, enter G##

4. Highlight WSAN1_DISAGG_QUERY_G##

5. Select Create Report From Query if necessary

6. Choose OK

In the Developers tab, turn on the FPMXLClient and Insert a Module

1. Turn on the Developers tab: go to File Options

2. Choose Customize Ribbon in the Main tabs panel on the right, select
Developer

3. Choose OK

4. Choose the Developer tab

5. Go to Visual Basic

6. Turn on the FPMXLClient: Go to Tools References

7. Select FPMXLClient, choose OK

8. Insert a Module: Right click on Microsoft Excel Objects Insert Module

The Molule will be used to store the code

Copy the code from the VBA.txt file in your BPC450_## folder in the
Documents folder on your remote desktop

1. Go to Start Documents BPC450 BPC450_##

2. Open the VBA.txt file

3. Copy the code

Sub MyMethod()

Dim cofCom As Object

© SAP SE BPC450 736

 Dim epmCom As Object

Set cofCom = Application.COMAddIns("SapExcelAddIn").Object

cofCom.ActivatePlugin ("com.sap.epm.FPMXLClient")

Set epmCom = cofCom.GetPlugin("com.sap.epm.FPMXLClient")

epmCom.ExecutePlanningFunction "PF_5"

End Sub

4. Close the file

Add the code into the Module

1. Paste in your code

2. Go back to Excel

You can leave the VBA editor open

3. Go to the Developers tab

Add a push button to Calculate Revenue

1. Insert 6 rows at the top of Sheet1

2. Choose Insert Form Controls Push Button

3. Draw the button around cell E2 Under Macro name Choose MyMethod
Ok

4. The push button is in edit mode, and text can be entered

5. Input text of Calculate Revenue

6. Click in another cell to take the push button out of edit mode

Test the Push Button

1. Change the JUC Sales Price per UM in Version B to 30

© SAP SE BPC450 737

 2. Go to the EPM Tab

3. Choose Transfer Data Yes OK

4. Click the Calculate Revenue button

Revenue in Ver B for JUC is re-calculated to 150

Now you want to see how you can run the planning function with a hyperlink

Add a Hyperlink to execute the CALC REV planning function

1. In cell F1, enter =EPME Double click EPMExecute API

2. Click the Insert Function button

3. Configure the parameters as follows:

Hint: Excel will add the double quotes for you

1. Choose OK

2. Format the text as bold, underlined, and dark blue

Add a Hyperlink to Save Data

1. In cell F2, enter =EPME Double click EPMExecute API

2. Click the Insert Function button

3. Configure the parameters as follows:

Parameter Value

APIName SaveWorkbookData

© SAP SE BPC450 738

 DisplayedText Save

Parameters < leave this blank

4. Choose OK

5. Format the text at bold, underlined, and dark blue

Add a Hyperlink to Refresh Data

1. In cell F3, enter =EPME Double click EPMExecute API

2. Click the Insert Function button

3. Configure the parameters as follows:

Parameter Value

APIName Refresh

DisplayedText Refresh

Parameters < leave this blank

Add a Hyperlink to Transfer Workbook Data

1. In cell F4, enter =EPME Double click EPMExecute API

2. Click the Insert Function button

3. Configure the parameters as follows:

Parameter Value

APIName TransferWorkbookData

DisplayedText Submit

Parameters < leave this blank

Test the Hyperlinks

1. Enter a new sales price for Juice

2. Double click the Submit hyperlink

3. Double click the Run PF hyperlink

4. Double click the Save hyperlink

5. Enter a new sales price for Juice

© SAP SE BPC450 739

 6. Double click the Refresh hyperlink

Your new price for Juice is replaced by the previous value

Save the workbook

1. In the EPM tab Choose Save Save as Input Form to Server Folder…

2. Next to File Name, enter VBA WB ##

3. Choose Save

Log Off and Exit Excel

1. In the EPM tab Choose Log Off

2. Go to File Exit

3. If prompted, don’t save anything

End of Lab

© SAP SE BPC450 740

 Lab: 25 Use BEx Query Structures in the EPM
Optional

At the conclusion of this lab, you will:

Learn how to use a structure in the EPM add-in for Excel

Description: You need to know how to plan on Structures

Note: In order to perform this lab you will need to perform Lab 04:
Create BPC Environments and Models

Caution: If the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Copy a BEx Query and Add a Structure to the Rows

Launch the Query Designer if necessary

If already logged in, go to Open and modify the

WSAN1_DISAGG_QUERY_G## query

1. Goto Start All Programs Business Explorer Query Designer

2. Double click System T63

3. Enter the following:

Client 800

User BPC-##

Password training

4. Choose OK

© SAP SE BPC450 741

 Open and modify the WSAN1_DISAGG_QUERY_G## query

1. Choose Open
2. Next to Name enter G## Open
3. Select your WSAN1_DISAGG_QUERY_G## query
4. Choose Open
Make Revenue in Ver B Input Ready
1. Go to the Rows/Columns tab
2. Choose Revenue in Ver B
3. In the Planning tab Select Input-Ready (Relevant for Locking)

Modify the Rows

1. Drag Fiscal year to Free Characteristics
2. Remove Material group from the Rows
Create a New Structure
1. Right click on Rows Choose New Structure
2. Right click on Structure Choose New Selection
3. Right click on Selection# Choose Edit
4. Expand Characteristics
5. Expand Material group
6. Expand Characteristic Values
7. Drag Juice to Details of the Selection

© SAP SE BPC450 742

 8. Choose OK

9. Repeat steps 2-8 for Water, Beverages, and Sport

10. Highlight Sport

11. On the right, choose the Planning tab
Make the structure row input ready
1. Select Input-Ready

© SAP SE BPC450 743

 2. Repeat steps 10, 11, and 12 for Beverages, Water, and Juice
Create a Formula in the Structure
1. Right click on Structure Choose New Formula
2. Right click on Formula# Choose Edit
3. Input the following Description and formula

Hint: Use drag and drop for members and the operand push button to
create the formula)

4. Choose OK
5. Drag Total to the bottom of the Structure

© SAP SE BPC450 744

 Modify the Filter
1. Go to the Filter tab
2. Expand Fiscal year
3. Delete all years except for 2016

Use Save As to copy the query

1. Go to Query Save As
2. Enter in the following Description and Technical Name and of:
WSAN1_STRUCTURE_G##
3. Choose Save
4. Keep the Query Designer open

Run the query in the EPM add-in

Connect to the BPC Web Client if necessary

If already logged in, go to Launch the EPM add-in for Excel and run the
WSAN1_STRUCTURE_G## query

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

© SAP SE BPC450 745

 4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

6. Stay in the BPC Web Client

Launch the EPM add-in for Excel and run the

WSAN1_STRUCTURE_G## query

1. On the lower right, click EPM Office Add-in EPM Office Add-in for
Excel

After a few seconds, Excel is launched and the Connection Manager opens

2. Highlight the BPC_IP_ENV## - PRICE connection Choose OK

3. Under Query Selection enter Structure

4. Double click your WSAN1_STRUCTURE_G## query

You values may vary

Enter and Save data

1. Enter the following values

© SAP SE BPC450 746

 2. Go to the EPM tab

3. Choose Save Data Yes OK

Work with the Structure

1. On the lower right, choose Struct.

2. Highlight Sport Choose Delete OK

The Total includes Sport

Save the workbook

1. In the EPM tab Choose Save Save as Input Form to Server Folder…

© SAP SE BPC450 747

 2. Next to File Name enter the following: Structure IF ##

3. Choose Save

Log Off and Exit Excel

1. In the EPM tab Choose Log Off

2. Go to File Exit

3. If prompted, don’t save anything

End of Lab

© SAP SE BPC450 748

 Lab: 26 Set Up Rolling Forecast
Optional

At the conclusion of this lab, you will:

Learn how to set up the rolling forecast scenario

Note: In order to perform this lab you will need to perform Lab 04:
Create BPC Environments and Models

Caution: If the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Description: You need to understand how Integrated Planning

Objects are maintained for the rolling forecast scenario. The Input
Form will display the current month, the two previous months, and
the subsequent 5 months. The planning function will calculate the
variance between actual and plan for last month’s actual vs plan and
spread it over the next 5 months.

Log on to BW if necessary

If already logged in, go to Open the Planning Modeler

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press the Enter key

© SAP SE BPC450 749

 Open the Planning Modeler

1. Goto Business Planning and Simulation BI Integrated Planning.

2. Next to Filters, choose Aggregation Level

3. Goto the Planning Function screen

Create a Rolling Forecast Fox Formula

1. Choose Create

2. Enter the following:

3. Choose Continue

4. Make the following selections

© SAP SE BPC450 750

 5. Choose

Key Figure, 0FISCPER, 0VERSION are operands

6. Go to Start Documents BPC450 BPC450_## Open the FOX Code for

Rolling Forecast.txt file and copy the code

7. In the Fox formula, paste in the following code

Caution: there is no line break after ‘/’

© SAP SE BPC450 751

 8. Check your syntax Save F3

Create a planning sequence

1. Go to the Planning Sequence screen

2. Choose Create

3. Enter the following

4. Choose Continue

5. Make the following selections

The following image is an example for group 20:

6. Choose Save

© SAP SE BPC450 752

 Run the Manual Input step and Input Some Data

1. Select Step 1

2. Choose Execute Step to perform a data selection

3. You will receive a message that No data exists Choose Continue

4. Close the message tray

5. Choose the lower create icon twice

6. Two rows are created in the Input Template area

7. Enter the following data:

8. Choose the lower save button

9. Choose the lower create icon five more times

10. Enter 1000 for version 1 for August through December 2014

11. Save your data

12. Choose F3 until you reach the SAP Easy Access screen

Create a Planning Enabled Query

Log on to the Query Designer

If already logged in, go to Create a New Query

1. Goto Start All Programs Business Explorer Query Designer

2. Double click System T63

3. Enter the following:

© SAP SE BPC450 753

 Client 800

User BPC-##

Password training

4. Choose OK

Create a New Query

1. Choose Query New

2. Next to Name enter your Aggregation Level: D_RL##AL

3. Press Enter

Add InfoObjects to the Rows and Columns

1. Expand the Key Part folder

2. Go to the Rows/Columns tab

3. Drag and Drop the fields as follows

© SAP SE BPC450 754

 4. Highlight Sales quantity

5. Go to the Planning tab

6. Choose Input-Ready

Configure the Sales Quantity Key Figure

1. Double click Sales quantity

2. Configure as shown below

Hint: Delete the Sales quantity description

Hint: Next to Description, use the variable icon to select the text variable
TXTVARFYP00

© SAP SE BPC450 755

 Hint: use the wrench icon to turn on (Key) Text

Hint: Drag Fiscal year/period to the right Double click it Next to Show,
choose Variables Double click Current Fiscal/Year Period (SAP Exit)
Choose OK

3. Hint: Use the same steps for Fiscal year variant and Sales unit, except next to
Show Choose Single Values instead of variables

4. Double click Fiscal year/period

5. Under Chosen Selections Highlight Current Fiscal/Year Period (SAP Exit)

© SAP SE BPC450 756

 6. Use the offset symbol to set the offset to -2

7. Choose OK

8. Choose OK

Copy the Key Figure

1. In the Rows, highlight &TXTVARFYP00&

2. Choose Ctrl+C Ctrl+V eight times

© SAP SE BPC450 757

 Configure the Second Key Figure

1. Double click the second key figure

2. Double click Fiscal year/period

3. Under Chosen Selections Highlight Current Fiscal/Year Period (SAP Exit)

4. Use the offset symbol to set the offset to -1

5. Choose OK three times

Configure the Remaining Key Figures

1. Repeat the previous steps (1-5), the last key figure will have an offset of +6

Configure the Version Characteristic

1. Highlight Version

2. Under Properties Choose the Extended tab

3. Select Master Data and Values in Master Data Table

© SAP SE BPC450 758

 4. Go to the Display tab

5. Under Display As Choose Text

6. Under Results Rows Choose Always Suppress

Configure the Query Filter

1. Go to the Filter tab

2. Configure the Characteristic Restrictions as follows

© SAP SE BPC450 759

 Save the Query

1. Go to Query Save

2. Enter the Description and Technical Name of D_RL##ALQ

3. Choose Save

Create an Embedded Model based on the D_Roll## DSO

Connect to the BPC Web Client if necessary

If already logged in, go to Create a New Model

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

Create a New Model

1. Choose ADMINISTRATION

2. Choose Models New

3. Enter and ID and Description of D_ROLL##M

4. Choose Next

5. Go to your Group## folder

6. Choose D_ROLL##

© SAP SE BPC450 760

 7. Choose Next Create

Launch the EPM Office Add-in for Excel and Run the Query for August 2014

1. On the lower right, click EPM Office Add-in EPM Office Add-in for Excel

2. Choose the D_ROLL##M connection

3. Choose OK

4. Under Query Selection enter D_RL##ALQ and Press the Enter key

5. Double click your D_RL##ALQ query

The EPM – Set Variables dialog appears

6. Choose the drop down and select August 2014 Click Add Members

7. Choose OK twice

Change the key figure display

1. On the lower right, choose Key Figures.Members

2. Choose Display Text OK

3. Go to the EPM tab

© SAP SE BPC450 761

 Add the Planning Function to Planning Objects

1. On the lower right Choose Planning Objects

2. Highlight the T63 connection

3. Choose Select …

4. Under Planning Function, enter FOX

5. Double click the D_RL##FOX function

Run the Function for Fiscal Year Variant Z4 and 007/2014

1. On the lower right, choose the VARIABLES hypertext

2. Next to FYPVAR00, select the Z4/007/2014 member only

Hint: Close the EPM Context if necessary.

© SAP SE BPC450 762

 3. Choose Execute OK

4. The 1000 actual value is written to the Plan and the 800 delta is spread over the
five plan periods. (840=1000-(800/5)

5. Choose the Transfer Data drop down Rollback Data

6. In cell B3, enter 100

7. Choose Transfer Data Yes OK

8. Choose Execute OK

Caution: if you are not able to save data, go back through the steps to create the
query

© SAP SE BPC450 763

 Save the workbook

1. In the EPM tab Choose Save Save as Input Form to Server Folder…

2. Next to File Name, enter Rolling IF ##

3. Choose Save

Log Off and Exit Excel

1. In the EPM tab Choose Log Off

2. Go to File Exit

3. If prompted, don’t save anything

End of Lab

© SAP SE BPC450 764

 Lab: 27 Set Up Comments

At the conclusion of this lab, you will:

Create a New Characteristic
Create a New DSO for Transaction Data and Comments
Create an Aggregation Level
Create a Query
Execute the Query in Analysis
Save Comments to the Data Base

Description: Create a DSO for Comments and test it in Analysis for

Office
Use your training number to replace the ## in the object names

Log on to BW if necessary

If already logged in, go to Create the Comment Characteristic

1. Go to Start SAP Logon for Windows

2. Highlight T63 Choose Log On

3. Enter the following credentials

Client 800

User BPC-##

Password training

4. Press the Enter key

© SAP SE BPC450 765

 Create the Comment Characteristic

1. In BW, go to RSD1 and create the characteristic

2. Next to InfoObject, enter ZCOM## Choose Create

3. Next to Long Description, enter ZCOM##

4. Choose Continue

Configure the general settings

1. Go to the General tab

2. Next to Data Type, choose CHAR

3. Next to Length, enter 250

4. Select Lowercase Letters

The following image is an example for group 20

Configure the Master Data settings

© SAP SE BPC450 766

 1. Go to the Master Data/Texts tab

2. De-select With Master Data

3. De-select With Texts

The following image is an example for group 20

Activate the Characteristic

1. Choose Activate

2. Return to the SAP Easy Access menu

Create a Planning Enabled Data Store Object for Comments

1. From the SAP Easy Access screen, goto Modeling Data Warehousing
Workbench: Modeling

© SAP SE BPC450 767

 2. You arrive in the Data Warehousing Workbench: Modeling screen in the
InfoProvider tree.

3. Open the BPC_USERS folder.

4. Goto to your assigned Group## folder

5. To create the planning enabled DSO, right click on Group## Create Data Store
Object…

6. Fill in the fields as follows using your assigned ##

7. Choose F5 to create the DSO

8. Open up the Settings folder

Configure the DSO

1. Next to Type of DataStore Object choose and select Direct Update

Continue

2. Select Planning Mode

3. Right click on Key fields InfoObject Direct Input

4. Enter 0Matl_Group Press the Enter key

5. Choose Save

6. Right click on Data fields InfoObject Direct Input

© SAP SE BPC450 768

 7. Enter 0COPAREVEN and ZCOM## Press the Enter key

8. Move 0CURRENCY to the Key Fields

9. Choose Save

10. Next to Characteristic as Key Figures, check the On/Off box

Activate the DSO

1. Click Activate to create the data dictionary objects

2. Choose F3

3. Return to the SAP Easy Access menu

Create an Aggregation Level on the Comment Data Store Object

Go to the Planning Modeler

1. From the SAP Easy Access Menu, go to Business Planning and Simulation BI
Integrated Planning.
2. Next to InfoProvider, enter DSOCOM##

3. Choose Aggregation Level

© SAP SE BPC450 769

 4. Choose Create
5. Enter the following:

6. Choose Continue
7. Include all of the DSO InfoObjects except for the ZCOM## Characteristic into the
Aggregation Level on the right

8. Choose Activate
9. Choose F3

Create a Planning Enabled Query on the Local Aggregation Level

Open the query designer if necessary

Note: If you are already logged into the Query Designer, go to Create a New
Query Using the 3.x View

1. Goto Start All Programs Business Explorer Query Designer

2. Select the T63 BW system
3. Choose OK
4. Log on with the following credentials
Client 800
User bpc-##
Password training
5. Choose OK

© SAP SE BPC450 770

 6. After a few seconds the Query Designer opens

Create a New Query Using the 3.x View

1. Choose New Query
2. Next to Name enter your Aggregation Level DCOM##AL Press Enter
3. Expand the Characteristic Catalog folder
4. Go to View Predefined SAP BW 3.x View
This allows you to see all of the query components without having to switch
between tabs
Configure the Query Axis
1. Drag and Drop the fields into Free Characteristics, Rows, and Columns as shown
in the following image:

2. Highlight Material and set the Extended properties to display Master data
3. Highlight the Revenue and ZCOM## key figures
4. Under Properties, go to the Planning tab
5. Select Input Ready (Relevant for Locking)
6. In the Default Values, double click Currency and restrict it to United States
Dollars
7. Highlight the ZCOM## key figure
8. In the properties on the right, go to the General tab
9. Under Description, enter Comments

© SAP SE BPC450 771

 The user will see a column in Excel called Comments

Set the Query Properties to Start in Change Mode

1. On the upper right under Properties, select the query
2. On the Planning tab, choose Start Query in Change Mode if necessary

Save the Query

1. Go to Query Save
2. Enter the Description and Technical Name of DCOMALQ##
3. Choose Save
4. Leave the Query Designer open for later

Launch Analysis for Office, Turn on the Planning Toolbar Group, and Insert a
Planning Enabled Query

Open Analysis for Office

1. Goto Start All Programs SAP Business Intelligence SAP
BusinessObjects Analysis Analysis for Microsoft Excel

© SAP SE BPC450 772

 Note: if you already have the planning group in the Analysis ribbon, go to Insert a
planning query in cell C12

2. Goto File Analysis Settings

3. Go to the Advanced Settings tab Select Show Planning Group
4. Choose OK
The planning group will appear the next time you launch Analysis

5. Go to File Exit

6. If prompted, don’t save anything

Launch Analysis for Office again

1. Goto Start All Programs SAP Business Intelligence SAP

BusinessObjects Analysis Analysis for Microsoft Excel

2. In the Analysis tab, you can now see the planning group

Insert a planning query in cell C12

1. Left click in cell C12

2. On the upper left Choose Insert Data Source Select Data Source…

3. The logon dialog for the BI Platform appears

4. Choose Skip

5. The Select Data Source dialog (BW) appears

6. In Connections, double click the T63 connection

7. Enter the credentials as follows:

Client 800

User bpc-##

Password training

8. Choose OK

9. The Select Data Source dialog opens to the Search tab

© SAP SE BPC450 773

 Insert the planning enabled query: DCOMALQ## into cell C12

1. Next to Search For, enter DCOM

2. Press Enter

3. Double click DCOMALQ##

The query is now embedded into the workbook starting in cell C12

Note: if your data set is in cell A1 proceed as follows: Place your curser in cell
C12 On the lower right Choose the Components tab Expand
DCOMALQ##.

Format the comment cells to left justified

1. Highlight cell F14

2. Go to the Home tab Choose Cell Styles

3. Right click on SAPEditableDataCell Modify…

4. Select Alignment

5. Click the Format… button

6. Go to the alignment tab and select Left(indent) Alignment

7. Choose OK twice

8. In the Analysis tab, choose Refresh All

Set the column F width to 50 characters

1. Right click column F and set the column width to 50

2. Choose OK

Turn off Optimum Cell Width/Height

1. On the lower right, go to the Components tab

2. Highlight Crosstab 1 and de-select Optimum Cell Width/Height

© SAP SE BPC450 774

 Enter some revenue values and comments and save the data

1. Enter the following Revenue values and Comments

2. Go to the Analysis tab

3. In the Planning tab, choose Save Data

Enter revised Revenue values and Comments and save the data

1. Enter the following information:

© SAP SE BPC450 775

 2. Go to the Analysis tab

3. In the Planning group, choose Save Data

Only the latest Revenue and Comments are saved in the data base

Save the workbook

1. Go to File Analysis Choose the Save Workbook dropdown Save

Workbook … NetWeaver Platform Highlight T63 if prompted Next

2. If necessary, enter these credentials

Client 800

User bpc-##

Password training

3. Choose OK

4. Next to View Select My Documents

5. Enter a Name and Description of: Comment_WB_##

6. Choose Save

Exit Excel

1. Go to File Exit

2. If prompted, don’t save anything

End of Lab

© SAP SE BPC450 776

 Lab: 28 Use Analysis for Planning

At the conclusion of this lab, you will:

Launch Analysis for Office
Turn on the Planning Group features
Insert a planning enabled query into an Analysis Workbook
Explain all of the planning related settings in Analysis
Use the Planning Group commands
Explain how the Process Changed Data feature works
Use the Disaggregation feature

Use your training number to replace the ## in the object names

Business Example: You need to be able to use planning enabled

queries and Integrated Planning functions and features in Analysis for
Office to perform sales price and revenue planning

Launch Analysis, Turn on the Planning Toolbar Group, and Insert a Planning
Enabled Query

Open Analysis for Office from the start menu.

1. Goto Start All Programs SAP Business Intelligence SAP

BusinessObjects Analysis Analysis for Microsoft Excel

2. Go to the Analysis tab

Note: if you have a Planning group, go to Insert a planning query in cell C12.

3. Goto File Analysis Settings

© SAP SE BPC450 777

 4. Go to the Advanced Settings tab Select Show Planning Group

5. Choose OK

6. The planning group will appear the next time you launch Analysis

7. Go to File Exit

8. If prompted, don’t save anything

Launch Analysis for Office again

1. Goto Start All Programs SAP Business Intelligence SAP

BusinessObjects Analysis Analysis for Microsoft Excel

2. In the Analysis tab, you can now see the planning group

Insert a planning query in cell C12.

1. Left click in cell C12

2. On the upper left Choose Insert Data Source Select Data Source…

3. The logon dialog for the BI Platform appears

4. Choose Skip

5. The Select Data Source dialog (BW) appears

6. In Connections, double click the T63 connection

7. Enter the following credentials:

Client 800

User bpc-##

Password training

8. Choose OK

9. The Select Data Source dialog opens to the Search tab

Insert the planning enabled query: WSAN1_PLANNINGQUERY_G## into

cell C12

1. Next to Search For, enter G##

2. Press the Enter key

3. Double click WSAN1_PLANNINGQUERY_G##

© SAP SE BPC450 778

 The query is now embedded into the workbook starting in cell C12

In the columns, Price – Version B1 and B2 will be used to perform what if analyses
and Price – Version B will be used to store the final iteration which will be used to
calculate revenue

On the lower right you will see the Analysis, Information, and Components tabs

Note: if your data set is in cell A1 proceed as follows: Place your curser in cell C12
On the lower right Choose the Components tab Expand
WSAN1_PLANNINGQUERY_G## Right click on Crosstab 1 Move To
Choose OK

Review the Planning Related Settings

When selecting members in Analysis, users need to access not only members with
transaction data in the InfoProvider but also members that only exist in master
data.

Turn on Show Access Mode for Member Display

1. Go to File Analysis Settings

2. In the Advanced Settings tab, select Show Access Mode for Member Display

3. Choose OK

4. Go to the Analysis tab

© SAP SE BPC450 779

 Test the new setting by restricting Fiscal Year to 2016

1. Right click on 2012 in cell C14 and choose Filter By Member…

Initially, the only option is Select All

2. Choose the Display drop down

3. Choose Access Mode Values in Master Data

Now all years in the range 2012-2016 are available for selection

4. Uncheck Select All

5. Select 2016 Choose OK

6. The result set only displays 2016

In the components tab, confirm that the data source is input-enabled

1. On the lower right, choose the Components tab

2. Under Book1, highlight the WSAN1_PLANNINGQUERY_G## [DS_1] data

source

3. Confirm that Planning: Open Data Source Input-Enabled is selected

© SAP SE BPC450 780

 Work with the New Lines Feature

1. Expand WSAN1_PLANNINGQUERY_G## [DS_1] if necessary

2. Highlight Crosstab 1

3. Confirm that Crosstab 1 is set to display 5 number of new lines

4. Scroll to cell C25

You can see that 5 rows are available for input

5. Left click in cell C25

You receive a ? dropdown that can be used to select new members if needed

© SAP SE BPC450 781

 Use the Planning Toolbar Options

Use the Display / Change Feature

1. Go to the Analysis tab if necessary

2. From the planning group, choose Display

The format changes to SAPDataCell (which is display mode)

3. From the planning group, choose Change

The workbook is planning enabled again

Use the Lock Cells Feature

1. Left click in cell F14

2. In the Planning group, choose Lock Cells

Cell F14 switches to SAPDataCell (which is display mode)

3. Input 1000 in F14

Notice that in the planning group, Save Data is not available since the cell is
locked

4. Unlock cell F14

© SAP SE BPC450 782

 5. Choose Refresh All if necessary

Test the Save Data and Recalculate features.

1. Enter 1020 for Mens clothing. Use the Back to Previous Consistent Client State
option to revert back to the prior data submission.

2. Enter the data as shown above

3. In the Planning group choose the Recalculate option

The data is now in your planning buffer

4. Enter 1020 for Mens clothing

5. Choose Back To Previous Consistent Client State

Mens clothing reverts back to 1,000 (the most recent data submission)

6. Choose Save Data

You receive a message on the lower left that the data was saved

1. Choose File Exit

2. Don’t save anything if prompted

End of Lab

© SAP SE BPC450 783

 Lab: 29 Build and Use Business Process Flows (BPFs)

At the conclusion of this lab, you will:

Create a team
Create a Characteristic for the External Dimension
Create a BPF template
Activate an Instance
Execute the Activities

Description: Create a BPF, Activate it and Test it

Note: In order to perform this lab you will need to perform Lab 04:
Create BPC Environments and Models and Lab 05: Local Providers
Caution: if the EPM Context and Pane do not appear, go to the EPM
tab and choose Show Pane Context
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.

Create a BPC Team Manually in a Unified Environment

Teams represent logical groups of users that have similar job functions and share
similar reports. A team can have one or more users and can have one or more
team leaders. Only team leaders can save reports and input forms to the Public
folder.
Teams can be used in BPFs for admin functions and to determine who can
change the status of a step for example.

Connect to the BPC Web Client if necessary

If already logged in, Create the ADMIN Team

1. Go to Start Documents BPC Web Client

2. Use the following credentials

© SAP SE BPC450 784

 User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to

BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

Create the ADMIN Team

Note: if you already have an Admin team, go to Create the External

Dimension

1. Goto ADMINISTRATION go to Teams

2. Create the ADMIN Team by clicking the New button

3. Enter an ID and Description as shown below

Choose Next

4. Add your BPC-## user to the ADMIN Team

© SAP SE BPC450 785

 5. Choose Next Finish

The ADMIN Team is successfully created and can be used for a BPF or
Work Status.

6. Choose Close

Create the External Dimension

1. In BW, go to RSD1

2. Next to InfoObject, enter ZEXTDIM## Choose Create

3. Enter the following as shown in an example for group 20:

© SAP SE BPC450 786

 4. Choose Continue

5. Go to the Attributes tab

Note the two attributes to be used to look up the owner and reviewer

6. Choose Activate

Add members and user / team assignments

1. Choose Maintain

2. Enter the following data:

Caution, the users and teams may be in a different than shown below.

ZEXTDIM## ZERFUSER ZPERFTEAM ZREVUSER ZREVTEAM

FOOD BPC-## ADMIN BPC-## ADMIN

R1112 BPC-## ADMIN BPC-## ADMIN

3. Next to Save choose the dropdown Select Save and Activate

4. Close the web session

Create the BPF Template Process Settings

1. Log in the BPC Web Client and connect to your BPC_IP_ENV##

environment

© SAP SE BPC450 787

 2. Choose ADMINISTRATION

3. Under Business Process Flows click on Process Templates and then click on
New

4. Give your Template a name and description of Planning

5. Click the drop down to the right of the ‘Identity Dimensions’ field.

6. Choose Fiscal Year, Fiscal Year Variant, and Version

© SAP SE BPC450 788

 7. Choose OK

8. Next to Process Monitors choose the drop down

9. Go to the Teams tab

10. Select the ADMIN team

11. Choose OK

Create the Price Planning Activity

1. Click on the ‘Activities’ tab

2. Choose New

© SAP SE BPC450 789

 3. Give your new activity a name and description of Price Planning

4. Configure as shown below

Note: Since none of the characteristics have an owner attribute, use the
External Dimension (ZEXTDIM##) for the Driving Dimension.

Hint: to select the Diving Dimension follow these instructions: Next to

Driving Dimension Choose the drop down Select External Dimension
Enter zextdim under external dimension Choose search Highlight
zextdim## Choose OK

© SAP SE BPC450 790

 Create the Price Planning Activity

1. Highlight the Price Planning activity and choose Duplicate

2. When prompted, choose OK

A second activity called Price Planning 1 is created

3. Select Price Planning 1 on the upper left

4. Input a Name and Description of Quantity Planning

Create the Price Planning Workspace

1. Choose the Price Planning Activity on the upper left

2. Under Activity Performer choose Create

3. Choose Add Hyperlinks

4. Rename Hperlinks to Price Planning

Hint: Hover on Hyperlinks and left click the context menu box and choose
Rename

5. Under Edit Hyperlink, configure as shown

© SAP SE BPC450 791

 Note: the URL is: http://finance.yahoo.com/q?s=SAP&ql=1

6. Next to Validate, choose Add

7. Configure the Web Input Form hyperlink as shown in the following example
for group 21:

Note: if Price IF ## doesn’t exist, use any other input form.

8. Save and close the Price Planning workspace

Create the Quantity Planning Workspace

1. Select Quantity Planning on the upper left

2. Under Activity Performer, choose Create

3. Choose Add Hyperlinks

4. Re-name the activity from Hyperlinks to Plan Quantities

5. Under Edit Hyperlink on the right, add the LOCAL IF ##as shown

© SAP SE BPC450 792

 Note: if you don’t have LOCAL IF ##, add any other web report or input
form.

6. Save and close the workspace

7. Save the template

8. Choose Back

9. Highlight the new Planning template Description and click on Deploy.

Hint: Refresh and/orValidate if necessary

Create a New Instance

1. In Adminstration, choose Process Instances Choose New

2. Select your template and click Next

© SAP SE BPC450 793

 3. Next to Name add your BPC-## user as shown in the following example for
group 11:

4. Choose Next

5. In the Select Context step select Fiscal year K4/2014 and Version B

6. Choose Next

The Admin team is added as the performer by default. If not, add it by

highlighting the rows and choosing Change Performer.

© SAP SE BPC450 794

 7. Choose Next

8. Select Start the process instance

9. Choose Finish Close

Use the New Instance

1. Go Home My Activities

2. Left click Planning on the left to see the REOPEN option

Hint: that’s how a user would reopen an activity if they need to.

© SAP SE BPC450 795

 3. Choose Price Planning for FOOD

4. Choose Price Planning on the upper left

5. Choose Web Input Form (your values may vary)

6. Close the input form

7. Choose

8. Input the Comment as shown below:

9. Choose OK

© SAP SE BPC450 796

 10. Close the activity page by clicking the near the top right of the screen

Caution: in order to see the Process Monitor, press F5. If you still don’t see it
at the top of the screen, shut down the web client and re-launch it

11. Choose Process Monitor Choose your Planning template

12. Next to Grouped by: choose Action Required

You have now created an Embedded BPF, Activated an Instance, and executed
the Instance.

13. Close the page

End of Lab

© SAP SE BPC450 797

 Lab: 30 Exercise Report and Plan in the Web Client

At the conclusion of this lab, you will:

Create a web report
Perform Manual Input Planning
View Data Locks from SM12
Transfer, Submit, and Rollback data

Description: You need to understand the Embedded web reporting

features.
Pre-requisite: Lab 04: Create BPC Environments and Models
In this exercise, when the values include ##, replace the characters
with the number assigned to you by your instructor.
Caution: when using the BPC Web Client, use the F5 key to refresh it
and if necessary close and reopen it.

Create a web input form and perform planning activities

Connect to the BPC Web Client if necessary

If already logged in, go to Create a New Input Form

1. Go to Start Documents BPC Web Client

2. Use the following credentials

User bpc-##

Password training

3. Choose Log On

4. At the bottom of the page, confirm that you are connected to the
BPC_IP_ENV##

5. If not, click the hypertext to the right of Environment Highlight

BPC_IP_ENV## Choose Connect

Create a New Input Form

© SAP SE BPC450 798

 1. In the BPC Web Client go to the LIBRARY and click Input Form

2. Next to Name enter the input form name SALES_PRICES_##

3. Select the Price Planning model

4. Choose the query WSAN1_PLANNINGQUERY_G##

5. Choose Next twice

You can see the report axis

6. Add Currency to the Page Axis if necessary

Note: both Currency and Sales Unit are set to single values in the query
characteristic restrictions and therefore they do not need to be included in the
input form.

7. Choose Next OK

8. Input the prices for Price - Version B1 and Fiscal Year 2012 as shown below:

© SAP SE BPC450 799

 9. Click Transfer Data to send the data to your planning buffer and lock it

10. Leave the input form open

View the locked data in SM12

1. Goto the BW Application Server

2. Enter /NSM12 into the command field on the upper left

3. Press the Enter key twice (your data may vary)

Rows 3-5 are the data locks in the example above

© SAP SE BPC450 800

 4. Return to the SAP Easy Access screen

Submit, Transfer, and Rollback data from the Web Input Form

1. Return to the BPC Web Client and the Input Form

2. Choose Submit Data

3. Change JUC to 15 Transfer Data

4. Choose the dropdown next to Transfer Data Roll Back Data

Your last change is reversed

5. Under New Input Form Choose Save

6. Enter the following

7. Choose Save close the input form

8. Go Home

9. Choose Library Choose Public

10. You now see your saved Web Input Form in the Public folder.

11. Highlight your new input form

You see the Delete, Rename, and Move to options on the right

On the lower right you have the option to copy the input form url to the
clipboard

© SAP SE BPC450 801

 Close the BPC Web Client

Log off any other applications

Log off the remote desktop

End of Lab

© SAP SE BPC450 802

INSTRUCTOR’S SETUP GUIDE BPC450 COL 98 SAP PLANNING AND CONSOLIDATION 10.1 EMBEDDED

Instructor’s Setup Guide

BPC450 Coll98 SAP Planning and Consolidation 10.1
Embedded

This course- specific document describes all basic, required set-up information which should be available for
instructors. T he docum ent i s stored within t he Serv ice M arketplace under the al ias /curr-info
(http://service.sap.com/curr-info). This docum ent is also u sed f or c apturing dynam ic inf ormation t hat
changes o ver t ime (ex ample: e xisting bugs due t o implemented support packages etc. ) and that are not
included in the “fixed” XML based Instructor Handbook.

Note: BPC files and course pdfs are SAP proprietary and students should never receive any of them. Protect
our investment.

This document is a mandatory read for all instructors. In addition to this document, the instructor should also
consult the following documents:

t he Instructor Handbook (thi s is the instructor version of the manual the course par ticipants w ill
use) .
t he Logon Information to Access SAP Training System documents provide information on how to
logon to SAP Education Cloud based delivery systems. See #3 below.
t he Training System Info Guide for t he course curriculum area (if one exi sts). These are l ocated
at: http://service.sap.com/curr-adm, or /curr-abap etc.

Required Information
1. LAST UPDATE OF THIS DOCUMENT (“CHANGE HISTORY”)
Date Update Done By Comment
August 15 2015 Charles.Soper@SAP.com

© SAP SE BPC450 803

ADDITIONAL INSTRUCTOR INFORMATION FOR COURSE <COURSENAME> <COLLECTION>

2. SYSTEM LANDSCAPE

The product release used for this Landscape is based on:

SAP Business Warehouse 7.4 SPS10, with BPC SPS5

SID = T63
Client = 800
Sys -No.= 40
Application server: wdflbmt7040.wdf.sap.corp

3. LOGON INFORMATION TO ACCESS SAP TRAINING SYSTEMS

The cur rent l ogon i nformation t o acc ess SAP T raining systems is av ailable within t he Serv ice M arketplace
http://service.sap.com/curr-info under t he IMPO RTANT INFORMATION section (i .e. SAP Document for
Customer On-Site Training and the Manual for Common Training Access).

4. USER ID AND PASSWORDS FOR THE COURSE

All Users should use remote Desktop from CT WTS to connect to TH-BPC450-###
- Host Alias = TH-BPC450-###
-Users: train-01 to train-40
- Password = initial
Instructor can use train-00.
EPM-add-in is already installed on TH-BPC450-###.

If necessary, add the T63 system in SAP GUI as:

Application /Message server: wdflbmt7040.wdf.sap.corp

© SAP SE BPC450 804

ADDITIONAL INSTRUCTOR INFORMATION FOR COURSE <COURSENAME> <COLLECTION>

© SAP SE BPC450 805

ADDITIONAL INSTRUCTOR INFORMATION FOR COURSE <COURSENAME> <COLLECTION>

Adding hierarchies in the BPC Web Client is unstable

The EPM add-in cannot be launched from the BPC Web Client until after AO has been used at least once.

Analysis for Office in Excel sometimes may not launch. In that case open Excel and proceed. If the Analysis
add-in is not enabled, enable it via file>options>addins

In the AMDP lab, if the HDB_ON is not all in upper case or misspelled they will not be able to connect to the
EPM add-in and they will get error messages when they log into the web client.

This class has over 1 day of material on the epm add-in but most students will really prefer AO. Remind them
that the epm features will most likely be included w/ AO … and they may be interested to know firsthand
what the differences are such as being able to enter members, drag and drop and the more robust
formatting.

Use dynamic formatting does not always remain on in Sheet Options.

The users will need to turn on all of the EPM ribbon buttons in the command display options when they first
use the EPM add-in.

When logging into the web client you may get a logon failure … just proceed through it.

In the web client will be dialogs that say Script errors in the web … just click Yes.

All train-## users have been logged into the web client on the master into the one of the bpc environments.
They will need to switch to their own environment.

In the EPM add-in, if you get an error: Wrong CSV format go to the More dropdown in the EPM Tab, and
choose Clear Metadata Cache

If the EPM Context / Pane goes away, check in the Sheet options and make sure that the workbook is set to
EPM Worksheet:

Also, the EPM Context / Pane may disapear when using formatting for example. The students need to click
the Show Pane & Context button from the EPM tab.

The web client and EPM add-in will time out. Please have the students log off both every day if not more. In
the web client, it is a good idea to refresh via the F5 key.

9. ADDITIONAL HINTS AND TIPS FOR DELIVERING THIS COURSE

Make sure the students close input forms at the end of each lab to prevent data locks.

The web client may time out during labs. Have the students use F5 to refresh occasionally.

Sometimes when logging back into the hana studio, they student cannot access it because the hana
workspace is already in use. As a work around, they can enter a letter like ‘a’ to the end of the workspace
name and continue.

When accessing the remote desktop, use the display options dropdown and go to the Display tab to set full
screen:

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10. KNOWN ERRORS IN COURSE MATERIAL

11. TIMING

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