Peter Jones
BI/BPC Senior Consultant
MI6 Solutions LLC

Agenda
 Basic comparison of the front-end reporting for BPC v7.5 and v10.0
 Introduction to the BPC EPM add-in
 Overview of the features and functionality using the EPM add-in for BPC and BW InfoProviders
 Demo

Starting EVDRE

BPC 7.5 - EVDRE Report – The Different Sections

BPC 7.5 - The Key Range Areas

BPC 7.5 - The Expansion Area

BPC 7.5 - The PageKeyRange

BPC 10.0 – EPM Add-In – Ribbon, Navigation Pane
EPM Ribbon with multiple features available.
Access the EPM add-in via a normal Excel sheet or via BPC
Navigation Pane
Drag & Drop to create a report

BPC 10.0 - EPM Report Editor (1 of 2)
Features available:
Layout - Create the report – drag & drop
Options
– adjust filters, format, view
Sorting, Filtering, Ranking
Local Members
– Calculations created in the report
Member Names – report specific naming conventions
Excluded members
– exclude from posting

BPC 10.0 - EPM Report Editor (2 of 2)
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Acts as a graphic user-interface for:
Defining an initial report
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Editing an existing one
Can be used to define report position:
Moving a report in a sheet
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Inserting separation between headers and data
Moving each page header dimension individually
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Can be used at any time on a valid report to:
Re-arrange the layout or change the members in each section of the report
Move (pivot) one or more dimensions between the page headers, row axis, and column axis
Reorder the nesting of dimensions within an axis
Change the selection or order of members of one or more dimensions in the report

The EPM add-in Process
??Poll Question??

Agenda
 Basic Comparison of the front-end reporting for BPC v7.5 and v10.0
 Introduction to the BPC EPM add-in
 Overview of the features and functionality using the EPM add-in for BPC and BW InfoProviders
 Demo

Enterprise Performance Management 10.0 (EPM 10.0) Reporting and
Analysis
EPM 10.0 Reporting Component
 Common reporting front end for all EPM Components
 Flexible and native Excel add-in
 Installation using the Excel add-in software for EPM 10.0 directly on the user laptop
 Can link to BPC model, base BW InfoProviders or BEX queries, as well as all of the EPM components
 Can link across systems – If EPM 10.0 is available on one of the
EPM components (e.g., BW 7.3/BPC 10.0), then it can be used across systems to display InfoProviders from another system – two BW systems can use the same EPM 10.0 reporting toolset
© SAP 2007 / Page 12

Main Features of the EPM Add-In
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Create Reports
Asymmetric reports, butterfly reports, comparison reports
Analyze data
Slice and dice, EPM functions
Dynamic formatting
Excel or EPM formatting available
Calculations and charts
Use of Excel-based charting and formulas, EPM custom and local member calculations
Integration
Multiple reports with different sources of data on one worksheet, multiple reports within a workbook
Drill Through
Drill through from one data set to another
Publish, Print, and Distribution

EPM 10.0 Reporting and Analysis
EPM 10.0 Reporting Component
 EPM 10.0 is the standard front end for the EPM suite of components
 BPC 10.0 MS – Business Planning and Consolidation – MS
 BPC 10.0 NW – Business Planning and Consolidation – NW
 BOFC – Business Objects Financial Consolidation
 SSM – SAP Strategy Management
 PCM – Profitability and Cost Management
 FIM – Financial Information Management
© SAP 2007 / Page 14

Data Connectivity
EPM Office Client 10
SSAS BW
Designer
FC 10.0
ODBO
PCM 10.0
Data retrieval
Data retrieval and input
(from Excel to BPC only)
ODBO ODBO WS
SSM 10.0
BPC
NW and MS 10.0
Providers:
SSAS:
BW:
ODBO:
WS:
Products
FC:
PCM:
SSM:
BPC:
Microsoft SQL Server Analysis Services
SAP NetWeaver Business Warehouse
Object Linking and Embedding Database
Web services
SAP Financial Consolidation
SAP Profitability and Cost Management
SAP Strategy Management
SAP Business Planning and Consolidation

BPC 10.0 – Initial Screen via Web Link

EPM 10.0 – Once the EPM office Add-In Excel Is Executed
A list of models that can be accessed via a user/password log-on

Agenda
 Basic comparison of the front-end reporting for BPC v7.5 and v10.0
 Introduction to the BPC EPM add-in
 Overview of the features and functionality using the EPM add-in for BPC and BW InfoProviders
 Demo

EPM 10.0 – Repositioning the EPM Context Pane – Show/Hide Pane and Context

EPM 10.0 – Use of the Navigation Pane for Building a Report

Contextual Menu
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Refresh
Links management
Custom member conversion

EPM 10.0 – EPM Tab on the Excel Ribbon – Functions Available
EPM 10.0 Tab Functionality
Multiple Blocks for Data Functions
 Reports - Open, Save, Edit Reports, New Report, Report Actions, View Formats
 REFRESH – Refresh Workbook, Report, Block of information, Single Worksheet in a report
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Data Analysis
– Expand, Collapse, Keep, Exclude
 Undo – BACK
 Data Input
– Save Data, Planning, Comments, Journals
 Collaboration – Portal Publication, Book Publication, Distribution
 Tools – Quick Links, Drill Through, Offline Mode, Insert Function, Options, More

Sheet Options
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Default, by sheet
General, Formatting, Refresh and Protection – customize at the reporting level

The EPM add-in Process
??Poll Question??

EPM 10.0 – Example of OPTIONS
Context and Sheet Options are available

EPM 10.0 – Example of OPTIONS
Others
Information
Navigation Options

Command Display Options
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Visibility of interface items:
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Based on connection type
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Priority to your choice

EPM Report Editor

EPM Report Editor – Member Selector
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The EPM member selector has many useful features including:
View dimension members as hierarchal vs. list (flat) view
Filtering members for selection by properties
Selection options such as member only, member and description, and so on.
Search for members

Ranking

Ranking function:
Initial report
Top 10 results
Define
Ranking

Creating Multiple Worksheets
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SAP Enterprise Performance Management (EPM) 10.0 solutions , add-in for
Microsoft Office (the EPM add-in) provides an option to generate multiple worksheets based on the current report.

Create and Use Links between Workbooks
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There are three types of quick links:
Report Link
Member Link
Data Link
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Before creating the quick link:
In the EPM tab, choose
Options
Select User Options
In the Quick Links section, select Workbook Location
The user can also select the symbol colors from the color map for Data Link and Member Link

Create and use links between workbooks
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Report Link:
Click anywhere in the report and right click to bring the EPM menu to select Add Report Link
Browse to select the workbook to be linked to the current report

Creating Charts
Select Insert Chart from the Excel Menu:

Creating Charts
A chart is built with the data range highlighted:

Create a Formatting Sheet
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To display the original dynamic formatting template:
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Go to the EPM menu\Reports menu
Click View Formats
To create dynamic formatting templates:
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Use Excel Move or Copy … sheet function:
From the original dynamic formatting template
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From another enhanced dynamic formatting template
To hid dynamic formatting templates:
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Go to the EPM menu\Reports menu
Click View Formats once again

Multiple reports on one worksheet
Select the New
Sales report
Select the Time report
The context panel will change when you select a different report

How to Shift Report with Negative Values
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Change Row Axis Shift value from 1 to -1

Sample Reports Using EPM Add-In
Report incorporates formatting, realignment of hierarchies, custom headers, scaling, and asymmetric format

Sample Reports Using EPM Add-In
Report incorporates formatting, realignment of hierarchies, cut & paste of values, local member calculation, custom headers, layered column filters, scaling, and asymmetric format

The EPM add-in Process
??Poll Question??

Agenda
 Basic Comparison of the Frontend Reporting for BPC v7.5 and v10.0
 Introduction to the BPC EPM add-in
 Overview of the features and functionality using the EPM add-in for BPC and BW infoproviders
 Demo

A quick glimpse at
SAPexperts.com
43

The EPM add-in Process

Contact: Peter Jones
Peter.jones@mi6solutions.com
Or, respond@SAPexperts.com