SAP Busi nessObj ec t s Pl anni ng and Consol i dat i on 7.5,
Ver si on f or SAP Net Weaver I nt r oduc t i on Welcome to the Delta Change Overview lesson for SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 2 Del t a Change Over vi ew : Lesson Obj ec t i ves After completing this lesson, you will be able to describe the application consultant's delta changes between versions 7.0 and 7.5 of SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 3 Topi c s 1. Business Process Flows 2. Work Status Enhancements 3. Drill-through Capabilities 4. Data Manager Enhancements 5. Business Rules Enhancements 6. Microsoft Office Integration Enhancements 7. Script Logic Enhancements 8. Audit Enhancements 9. Integration Features This presentation gives an overview of the delta functionality regarding the topics listed above. Lets begin with Business Process Flows. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 4 Busi ness Pr oc ess Fl ow s Over vi ew Business Process Flows are redesigned to execute business processes The following are four major BPF (Business Process Flows) definition components: Review enablement Reopen enablement Opening Criteria Step Region Criteria Driver dimension and owner/reviewer property names are selected by customer Multiple BPF instances can be generated from a saved and validated BPF template BPF templates are independent of the BPF instances they generate SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver provides business process flow functionality. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 5 Busi ness Pr oc ess Fl ow Over vi ew (c ont i nued) The BPF (Business Process Flows) Monitor allows users to view all steps and their current status by step region (data intersection) The My Activities interface displays only what the current logged in user is responsible for There is a two part UI (User Interface) screen: The top provides a list of all BPF template instances The bottom provides the details of the BPF instance(s) selected above Users can audit creation, modification, and deletion of BPF templates and instances Users can report and launch BPFs through Xcelsius Users can also report on archived instances Owners are notified when a BPF instance is created and actions are taken SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver has business process flow functionality. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 6 Topi c s 1. Business Process Flows 2. Work Status Enhancements 3. Drill-through Capabilities 4. Data Manager Enhancements 5. Business Rules Enhancements 6. Microsoft Office Integration Enhancements 7. Script Logic Enhancements 8. Audit Enhancements 9. Integration Features We will now go over the Work Status Enhancements. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 7 Wor k St at us Enhanc ement s Work Status has been enhanced within SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver to support: Notification to owners and managers of work state changes via email For example, when a work state changes from Unlocked to Submitted, and a manager needs to review the forecast to change it to approved, the manager can be notified that they need to review and approve this particular forecast version SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver has email notification functionality After the work state changes, the owners and managers can be notified of the work state changes SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 8 Topi c s 1. Business Process Flows 2. Work Status Enhancements 3. Drill-through Capabilities 4. Data Manager Enhancements 5. Business Rules Enhancements 6. Microsoft Office Integration Enhancements 7. Script Logic Enhancements 8. Audit Enhancements 9. Integration Features We will now go over the Drill-through capabilities. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 9 Dr i l l -t hr ough Capabi l i t i es Drill-through allows any targets to be launched via a URL (Uniform Resource Locator) Supports reverse mapping using dimension(s) SAP Systems that support URL drill-through include: SAP ERP (Enterprise Resources Planning) via ITS (Internet Transaction Server) Visual Composer Voyager SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver has drill-through functionality The drill- through functionality in SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver works differently than the drill-through functionality in SAP BusinessObjects Planning and Consolidation 7.5, version for the Microsoft platform This drill-through functionality can work with any source system that can be accessed via a URL (Uniform Resource Locator) SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 10 Know l edge Chec k Quest i on Which of the following is true about Drill- through functionality? a) Can be launched by a URL (Uniform Resource Locator) b) Can be launched by a command line c) Can be launched with BusinessObjects client tools d) Can be launched by an ABAP (Advanced Business Application Programming) program SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 11 Know l edge Chec k Answ er Answ er The correct answer is A Remember, drill-through functionality can be launched by a URL (Uniform Resource Locator) SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 12 Topi c s 1. Business Process Flows 2. Work Status Enhancements 3. Drill-through Capabilities 4. Data Manager Enhancements 5. Business Rules Enhancements 6. Microsoft Office Integration Enhancements 7. Script Logic Enhancements 8. Audit Enhancements 9. Integration Features We will now go over the Data Manager Enhancements. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 13 Dat a Manager Enhanc ement s New Data Manager Packages Packages to load master data from NW (NetWeaver) BW (Business Information Warehouse) InfoObjects Export Master Data Package Export Transaction Data Package BADI (Business Add-In) for retraction to ERP (Enterprise Resources Planning) or BW Trigger NW (NetWeaver) BW (Business Information Warehouse) Process Chains Enhancements to Transformation and Conversion Files BADI (Business Add-In) for Start Routine & End Routine Enhancements to Data Manager Frameworks Ability to reuse Process Chains across Data Manager Packages Enhancements for member selector and filtering Package links to execute multiple data manager packages SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver has new Data Manager packages The new packages include: New packages to load master data from NW (NetWeaver) BW (Business Information Warehouse) InfoObjects, Export Master Data, Export Transaction data, and BADI (Business Add-In) for retraction to ERP (Enterprise Resources Planning) or BW The transformation and conversion files have more functionality One can execute a BADI (Business Add-In) at the beginning of a data load and at the end of a data load by means of BADI for the start routine and end routine Package link is a new functionality that can execute multiple data manager packages together SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 14 Know l edge Chec k Quest i on Which of the following Data Manager packages is not new to SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver? a) Export Master Data b) Export Transaction Data c) Load master data from NW (NetWeaver) BW (Business Information Warehouse) InfoObjects d) Load transaction data from NW (NetWeaver) BW (Business Information Warehouse) InfoProvider Try your knowledge with this question. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 15 Know l edge Chec k Answ er Answ er The correct answer is D Remember, the new packages include: New packages to load master data from NW (NetWeaver) BW (Business Information Warehouse) InfoObjects, Export Master Data, Export Transaction data, and BADI (Business Add-In) for retraction to ERP (Enterprise Resources Planning) or BW SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 16 Topi c s 1. Business Process Flows 2. Work Status Enhancements 3. Drill-through Capabilities 4. Data Manager Enhancements 5. Business Rules Enhancements 6. Microsoft Office Integration Enhancements 7. Script Logic Enhancements 8. Audit Enhancements 9. Integration Features We will now go over the Business Rules Enhancements. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 17 Busi ness Rul es Enhanc ement s Standard Excel like functionality will be provided when selecting the business rule table to edit A Save to server without validation hyperlink will be provided in the action pane, so a user does not need to validate each time Business Rules are updated Task Execution: The Account Transformation task should be able to be executed by the end-user at the appropriate time in the consolidation process. At run time it should be possible to select the entity(s), reporting currency(s), category(s), and time period(s) for which task should be run. Ability to: Copy/paste rows or cells Insert rows Delete rows Move rows and insert pasted rows Financial Reporting will provide the ability to report upon new records which have been created and use them in combination with other data to create various reports such as Cash Flow Statements and so on SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver has several Business Rules enhancments The action pane has a Save to server without validation hyperlink The ability to insert or delete rows, move rows, or copy/paste rows is now available SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 18 Topi c s 1. Business Process Flows 2. Work Status Enhancements 3. Drill-through Capabilities 4. Data Manager Enhancements 5. Business Rules Enhancements 6. Microsoft Office Integration Enhancements 7. Script Logic Enhancements 8. Audit Enhancements 9. Integration Features We will now go over the Microsoft Office Integration Enhancements. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 19 Mi c r osof t Of f i c e I nt egr at i on Enhanc ement s Enhanced ease of use within BPC for Excel through support of: Updated default colors when running EVDRE Excel 2007 ribbon Can save Word and PowerPoint files directly to the server Dynamic Hierarchy Editor is now available SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver offers enhanced Microsoft Office integration Excel 2007 ribbon is available Word/PowerPoint files can now be saved to the application server Dynamic Hierarchy Editor is now available to maintain ownership ratios SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 20 Topi c s 1. Business Process Flows 2. Work Status Enhancements 3. Drill-through Capabilities 4. Data Manager Enhancements 5. Business Rules Enhancements 6. Microsoft Office Integration Enhancements 7. Script Logic Enhancements 8. Audit Enhancements 9. Integration Features We will now go over the Script Logic Enhancements. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 21 Sc r i pt Logi c Enhanc ement s Enhancements in Script Logic include: TMVL for dealing with time dynamically DESTINATION_APP to write to different applications SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver provides new Script Logic keywords The TMVL keyword can be used to go back or forward in time calculations The DESTINATION_APP keyword can be used to write data to other applications in the Appset (Application Set) One can skip the dimensions that are not available in the target application and add the dimensions that are not available in the source applications SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 22 Topi c s 1. Business Process Flows 2. Work Status Enhancements 3. Drill-through Capabilities 4. Data Manager Enhancements 5. Business Rules Enhancements 6. Microsoft Office Integration Enhancements 7. Script Logic Enhancements 8. Audit Enhancements 9. Integration Features We will now go over the Audit Enhancements. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 23 Audi t Enhanc ement s Auditing now supports: Tracking and auditing when users enable and disable audit logs Tracking both prior and new values when changes are made Tracking all profile changes Users Teams Member access Task access Tracking MachineID of the user making the change in addition to the IP address SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver has improved auditing functionality with enhanced tracking capabilities Auditing has been enhanced within SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver to support: Tracking and auditing when users enable and disable audit logs Tracking both prior and new values when changes are made Tracking all changes within users, teams, member access profiles, and task access profiles which will be audited Tracking the MachineID of the user making the change in addition to the IP address SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 24 Topi c s 1. Business Process Flows 2. Work Status Enhancements 3. Drill-through Capabilities 4. Data Manager Enhancements 5. Business Rules Enhancements 6. Microsoft Office Integration Enhancements 7. Script Logic Enhancements 8. Audit Enhancements 9. Integration Features We will now go over the Integration Features. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 25 I nt egr at i on Feat ur es Xc el si us Xcelsius is a dash-boarding tool that provides these integration features: Can read live data from SAP BusinessObjects Planning and Consolidation 7.5 Supports simulation and write-back to SAP BusinessObjects Planning and Consolidation 7.5 Xcelsius models can be built dynamically using BPC metadata such as Business Process Flow (BPF) information Xcelsius is a dash-boarding tool that provides the following SAP BusinessObjects Planning and Consolidation integration features: Can read live data from SAP BusinessObjects Planning and Consolidation 7.5 Supports simulation and write-back to SAP BusinessObjects Planning and Consolidation 7.5 Xcelsius models can be built dynamically using BPC metadata such as Business Process Flow (BPF) information SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 26 I nt egr at i on Feat ur es Xc el si us (Cont i nued) A competitive advantage in the area of rich visualization of planning dashboards The capability of adding write-back for simple input like creating Form Based Planning which allows inputting information such as headcount BPC Transaction Data is available within Xcelsius design time through the Analyzer Add-in A competitive advantage in the area of rich visualization of planning dashboards The capability of adding write-back for simple input like creating Form Based Planning which allows inputting information such as headcount BPC Transaction Data is available within Xcelsius design time through the Analyzer Add-in SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 27 I nt egr at i on Feat ur es Xc el si us Connec t or Xcelsius dashboards pull live data from SAP BusinessObjects Planning and Consolidation through a new native EPM (Enterprise Performance Management) Connector for Xcelsius Available options in the EPM Connector are: Read Transaction Data Write Transaction Data List AppSets (Application Sets) List Applications List Dimension Members Get Current View List Properties Get BPF (Business Process Flows) Status Get Text from content library document Limited write back capabilities are available through Xcelsius. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 28 I nt egr at i on Feat ur es Xc el si us Dashboar ds Embed Xcelsius Dashboards inside SAP BusinessObjects Planning and Consolidation BPC Office (Word, PowerPoint, Excel) and BPC Web The current view applied as filters to Xcelsius Dashboard Xcelsius Dashboards use BPC data outside of SAP BusinessObjects Planning and Consolidation 7.5 Use Xcelsius Model to create Adobe PDF documents Pulls live data from SAP BusinessObjects Planning and Consolidation 7.5 Can be created with Xcelsius Models (forms) to collect planned headcount information from managers and write these back to SAP BusinessObjects Planning and Consolidation 7.5 Create PowerPoint presentations using Xcelsius to pull live data from SAP BusinessObjects Planning and Consolidation 7.5 Use BOE CMS / SSO for single sign-on to SAP BusinessObjects Planning and Consolidation 7.5 from the Xcelsius Model Xcelsius Dashboards can be embedded inside of SAP BusinessObjects Planning and Consolidation This includes BPC Office (Word, PowerPoint, Excel) as well as BPC Web The current view within BPC Office or BPC Web will be applied as filters to the Xcelsius Dashboard Xcelsius Dashboards can utilize BPC data outside of SAP BusinessObjects Planning and Consolidation 7.5 Adobe PDF (Portable Document Format) documents can be created with an Xcelsius Model that can pull live data from SAP BusinessObjects Planning and Consolidation 7.5 and can be created with Xcelsius Models that are forms to collect planned headcount information from managers and write these back to SAP BusinessObjects Planning and Consolidation 7.5 PowerPoint presentations can be created with rich visualizations using Xcelsius that can pull live data from SAP BusinessObjects Planning and Consolidation 7.5 BOE (BusinessObjects Enterprise) CMS (Central Management System) can provide single sign-on to SAP BusinessObjects Planning and Consolidation 7.5 from the Xcelsius Model SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 29 I nt egr at i on Feat ur es Voyager The Voyager Analyzer provides a tool with best in class OLAP capabilities for advanced analysis Acts as a full analyzer type of interface with a full range of reporting functions Has a Zero-footprint back-end that can be set up for analysis of multidimensional data sets Is capable of sharing knowledge beyond a single department or analysis group This slide goes over the Voyager integration features There are no write back capabilities through Voyager The Voyager Analyzer tool helps business analysts explore SAP BusinessObjects Planning and Consolidation data by using a tool that provides the best in class OLAP (On-line Analytical Processing) capabilities for advanced analysis Acts as a full analyzer type of interface where End-users up to CEOs can experience a full range of reporting functions while navigating through their BPC data Voyagers back-end is a user friendly Zero-footprint that can easily be set up for analysis of multidimensional data sets Is capable of sharing knowledge that can be spread beyond a single department or analysis group SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 30 I nt egr at i on Feat ur es GRC Pr oc ess Cont r ol s GRC Process Controls allow customers to build test plans for compliance purposes These test plans can consist of manual compliance checks or automated compliance checks With SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver, automated checks can be built utilizing SAP BusinessObjects Planning and Consolidation transaction data as well as BPC metadata NetWeaver InfoSet Queries can be used to check BPC metadata, such as journal entries GRC Process Controls Test Plan *1 *2 InfoSet Query Planning and Consolidation Metadata Tables (Comments, Journals, and so on) Generated Virtual Provider Shared Query Engine (SQE) Generated Finance BW Query Generated MultiProvider Planning and Consolidation Cube Planning and Consolidation Microsoft Office and Web Reporting GRC (SAP Governance, Risk and Compliance) Process Controls allow customers to build test plans for compliance purposes These test plans can consist of manual compliance checks or automated compliance checks With SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver, automated checks can be built utilizing SAP BusinessObjects Planning and Consolidation transaction data as well as BPC metadata NetWeaver InfoSet (Information Set) Queries can be used to check BPC metadata, such as journal entries SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 31 Del t a Change Over vi ew : Lesson Summar y You should now be able to describe the application consultant's delta changes between versions 7.0 and 7.5 of SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver. You should now be able to perform the actions listed above. SAP AG 2009 SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver / Page 32 Copyr i ght 2009 SAP AG Al l Ri ght s Reser ved No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. 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