BPC Modeling

 Objective: In this lab, you will:

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

 Description: You need to understand the Unified Environment and Models based on InfoProviders
Note: This lab is independent from the IP Modeling lab

Create a Unified Environment

1. To log on to the BPC Web Client, goto Start -> Documents -> BPC WEB Client

2. Enter user BPC-## and a Password of training

3. Choose Log On

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4. At the bottom of the window, left click ENVIRONMENTSHELL

Note: do not create any classic environments or models during class.

5. Choose Manage All Environments

6. Choose Create

7. Enter the following

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 8. Choose Create

9. At the bottom of the window, left click ENVIRONMENTSHELL

10. Choose your 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 a Unified Model based on one InfoProvider

1. Choose ADMINISTRATION

2. Choose Models -> New

3. Enter the following

4. Choose Next

5. Select the previously created WSAN1_G## real time InfoCube in your Group## folder

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6. Choose Next -> Create -> Close

7. Under ID choose PRICE

8. Under InfoProviders choose WSAN1_G##

Now you can see the InfoObjects for the real time InfoCube

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 9. Choose Aggregation Levels

Now you can see the InfoObjects of your Aggregation Level

10. Shut the web client down and re-launch it

Create a web based Input Form on a Unified Model with one InfoProvider

1. Select the home icon on the upper right

2. Choose Library

3. Choose Input Form

4. Next to Select Model, select Sales Planning

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5. Choose Search -> Next to Technical Name -> Enter *G##* -> Hit enter

6. Choose the WSAN1_PLANNING_QUERY_G##

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

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

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)

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 10. On the upper left choose Input Form -> Save

11. Enter the following Name and Title

12. Choose Save

13. Close the input form

14. Go Home

Create a Unified Model based on a Multiprovider

1. Choose ADMINISTRATION

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2. Choose Models -> New

3. Enter the following

4. Choose Next

5. Select the previously existing UBW370P## and UBW370S## real time InfoCubes

6. Choose Next -> Create -> Close

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 7. Under ID choose SALES_PRICE

8. Under InfoProviders choose UBW370S##

9. Choose Related Multi-Providers

10. Close the window

11. Shut the web client down and re-launch it

Create a web based Input Form on a Unified Model with two InfoProviders

1. Select the home icon on the upper right

2. Choose Library

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3. Choose Input Form

4. Next to Select Model, select Sales and Price Planning

5. Choose Search

6. Next to Technical Name -> Enter *m##* -> Hit enter

7. Choose the M##_AL_PLANQUERY_01_MP

8. Choose Next and you are in the Set Variables step -> Select K42012

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

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10. Choose Next -> OK

You can see that the cells for Sales Qty, and Price are available for input.

Note: Revenue is set to not allow input in the BW query since it will only be written to via a planning
function

11. On the upper left choose Input Form -> Save

12. Enter the following Name and Title

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13. Choose Save

14. Close the input form

15. Go Home

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End of Lab

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 Local Providers

 Objective: In this lab, you will:

 Create a Local Provider based on a flat file
 Create a Model based on the Local Provider
 Create a Planning Enabled Query

 Description: You need to know how to utilize a Local Provider

Create a Local Provider based on a Flat File

1. Create the following flat file and save it as a csv file to your remote desktop

2. Connect to your BPC_IP_ENV## environment

3. Goto ADMINISTRATION -> InfoProviders

4. Choose Local Providers -> New

5. Enter the ID and Description as follows

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 6. Upload Data File

7. Map InfoObjects

Choose next

Create a Local Model

1. Create Model

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2. Review

You have created a new model and a table in HANA with the flat file data

3. Choose Done -> Close ADMINISTRATION

4. Go to the SAP Application Server

5. Go to RSPLAN -> Aggregation Level

6. Enter B* -> F4 to find the automatically generated Aggregation Level

7. Display it

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Create a Planning Enabled Query

1. Go to the BEx Analyzer

2. Goto Start -> All Programs -> Business Explorer -> Analyzer -> Add-ins

3. Choose the Tools icon -> -> Create New Query…

4. Choose System T63

5. Enter the following and a password of: training

6. Create -> Enter your Aggregation Level next to Name -> Hit enter

7. Open -> Go to Rows/Columns

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8. Set up the query as follows

9. Set PRODUCT Extended properties to display Master data

10. Turn the key figures on for planning input

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11. Go to the Filter tab -> Restrict Version, Entity, and DataSource as follows:

12. Query -> Save

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 13. Save

Create an Input Form

1. Go back to the BPC Web Client

2. Library -> Input form -> Select your local model -> Search for the query that starts with L_PROV

3. Choose the query -> Next -> Next -> Next -> OK

You can see the data stored in HANA

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 4. Change the existing values -> Submit Data -> OK

5. Choose Input Form -> Save

6. Enter the following

7. Save

The data in the HANA table has been updated

End of Lab

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 EPM Add In Reporting

 Objective: In this lab, you will:

 Connect to a model using the EPM Add-In
 Create and modify a report based on a BEx query and save it
 Execute planning functions
 Plan and retrieve data
 Format a report

 Description: You need to understand the BEx query and EPM Add-in features.
Note: In order to perform this lab you will need to perform the BPC Modeling exercise

Connect to a model

1. Launch Excel 2010 from the Start menu

2. Go to the EPM tab

3. From the Report Actions -> Manage Connections…

The Connection Manager opens

4. Click the Create button.

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5. Under Connection Type select SAP BW (INA Provider) and enter the following system information.

Note: the Server Name can be copied from the Server file via Start -> Documents.

You should copy the Server Name however if you are a confident typist here you are:
WDFLBMT7040.WDF.SAP.CORP (this is not case sensitive)

Note: InA stands for Information Access. This is part of the new SAP HANA UI for Information
Access.

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6. Choose Connect

7. Enter your User Name bpc-## and Password training and click the Log On button.

8. Select your BPC_IP_ENV## environment and PRICE model

9. Choose Generate Connection Name

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 Choose OK twice

Create a price planning input form and execute planning functions

1. Logon your BPC_IP_ENV## environment by using the new connection.

2. Choose the Connection drop down

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3. Select your connection and choose OK

4. Enter the following

5. Choose Log On

6. Under Query Selection enter *G##* and hit enter (use your own assigned ## )

Note: If you were going to used a previously saved workbook, you would use the Workbook Selection
option.

After a few seconds, you will see a list of your queries

7. Select both WSAN1_PLANNING_QUERY_## and WSAN1_DISAGG_QUERY_##

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 For your sales planning scenario, we will use the WSAN1_PLANNING_QUERY_## to prepare our
sales prices in version B

We will use the WSAN1_DISAGG_QUERY_## to calculate the sales revenues by using a planning
function.

8. Click on under Favorite to mark the queries as your favorites

9. Double Click your WSAN1_PLANNING_QUERY_## query

In a few seconds, the default report is created automatically based on the definition of the query

We will be working only with 2012 data, so change the row axis

10. On the lower right -> Left click Fiscal year.0FISCYEAR

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11. Select K4/2012 -> Next to Relationship -> Choose Member Only -> Add Members (stay in the screen)

12. Choose to display the member properties

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13. Close the K4/2012 dialog

14. Choose -> Non compound key

Now, year is displayed without the compounded fiscal year variant K4

Note: there is now a way to edit the selected Member Relationship

15. Choose Edit

16. Choose the Relationship drop down

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17. Choose Cancel -> OK

Only 2012 should appear in the rows

Now we can add IP Planning Functions

18. On the lower right choose the Data Processing tab

19. Choose the T63 connection

20. Choose Select…

21. Search for G## and hit enter

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22. Select COPY B1-> B2 and Choose OK

The Alias is DP_1 initially. This allows us to use one planning function in a workbook in multiple
ways. For example, a copy function could be executed via a push button or an icon in the ribbon.

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.

23. Use the same technique as above to add the following planning functions

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 It is a good time to save the workbook

24. In the EPM tab -> Choose Save -> Save as Input Form to Server Folder…

25. Next to File Name enter the following: Price Planning IF ##

26. Choose Save

27. Enter the following values for Price - Version B1:

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 Choose Save Data -> Yes -> OK

28. Select planning function COPY B1>B2 -> Execute

Now mark up B2 by 15%

29. Select planning function REVALUE B2

30. On the lower right, enter 15 next to Cell

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31. Choose Execute

Now copy the version B2 data to version B

Select planning function ‘COPY VER? -> B ‘

32. On the lower right, choose to bring up the member selector for version

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33. Choose B2

34. Choose OK

35. Choose Execute

36. Choose Save Data

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 37. Choose Yes

38. Select planning function DELETE B2 -> Execute

39. 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

1. Select Sheet2 in the same workbook

2. Place your cursor in cell A1

3. Go to the Report Layout tab on the lower right

4. Choose Select Another Query from the Report Tab of the EPM pane

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5. Select your WSAN1_DISAGG_QUERY_G## query and click OK.

Note the checkbox: Create Report From Query

The input is generated based on the query default view. Prices for Version B appear.

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 Note: When you create an EPM report on a planning query, the report is set to allow input by default

6. Choose Edit Report -> Options

Under Data Options, Use as Input Form is selected by default

7. Choose Cancel

8. Enter the following Sales Quantities

9. Save the data

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Note: if you have issues saving data, set your context to Version B, USD, and Pieces

Next we will add the planning function to calculate revenue

10. On the lower right choose the Data Processing tab

11. Choose the T63 connection

12. Choose Select…

13. Search for G## and hit enter

14. Select CALC REV FOR VER B -> Choose OK

15. Select CALC REV FOR VER B -> Choose Execute

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 Revenue values have been calculated and can now be saved

16. Save Data

Now we can use the disaggregation feature for Quantity

17. Around cell C14, enter a quantity of 500 for the material group Total and Sales Quantity in Version B

18. Choose Transfer Data

Total Quantity is spread to the all material groups based on Revenue

How could you freeze a material group?

19. Choose Quantity for JUC around cell C3 -> Choose Lock Cells

20. Enter 95 for Total Quantity -> Transfer Data

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 All material groups are changed except for JUC

What if you wanted the locked cell(s) to have a different format?

21. Choose View Formats -> Go to the EPMFormattingSheet

22. Put a check in J52 and give Priority to the Row Format

23. Select the Apply checkbox in C93

24. Choose Add Member/Property -> Specific Selection -> Locked Cells

25. Go back to Sheet2 -> Edit Report -> Options -> Select Apply Dynamic Formatting
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26. Choose OK

27. Unlock C3 -> Enter 5 -> Save Data

28. In the EPM tab -> Choose Save -> Save as Input Form to Server Folder…

29. Choose your existing workbook -> Save -> Yes (overwrite the previous workbook)

30. Add 5 rows at the top of the worksheet in sheet 2

31. Enter the following:

32. In cell C1 -> Enter =EPM -> Double click EPMEnvDatabaseDesc -> Choose Insert Function

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 You can leave the Connection name blank

33. Choose OK

34. Use the following functions to complete the header of the report:

Cell Function

C2 =EPMModelCubeDesc()

C3 =EPMRefreshTime()

C4 =EPMUser

The planner wants a formula for Revenue marked up by 25%. We can use a local member for that.
Local members are stored with the report and are completely dynamic unlike pure Excel formulas.

35. To use LocalMember recognition, go to Tools -> Options -> Sheet Options -> Select Activate Local
Member Recognition

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36. Choose OK

37. In cell F7 -> Enter Rev x 1.25

38. In cell F8 -> Enter the formula =E8*1.25

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39. Right click on cell F8 -> EPM -> Properties

Note: even though it says All members for 0VERSION etc., the query is restricted to single values.

40. Close the dialog box

41. To see the report specific Local Member -> Choose Edit Report -> Local Member tab – Choose
LocalMember000

42. Choose Cancel

43. In the EPM tab -> Choose Save -> Save as Input Form to Server Folder…

44. Choose your existing workbook -> Save -> Yes (overwrite the previous workbook)

45. Go to File -> Exit

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Use a Push button

1. Let’s copy some code from the on line help: In the EPM tab -> Choose Help -> Choose Search and
enter the following:

2. Select ExecuteDataProcess -> Copy the code under Example:

3. Close the help dialog

4. Turn on the Developers tab: File -> Options -> Customize Ribbon -> Select Developer -> OK

5. Choose the Developer tab -> Visual Basic

6. Turn on the FPMXLClient: Tools -> References -> Select FPMXLClient

7. Create a Module: Right click on Microsoft Excel Objects -> Insert Module

8. Paste in your code -> Change DP_1 to DP_5

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9. Go back to Excel

10. In the Developers tab -> Insert -> Form Controls -> Push Button

11. Draw the button around cell E2 -> Under Macro name -> Choose test -> Ok

12. Input text as Calculate Revenue -> Click in another cell

13. Change D8 to 30 -> Transfer Data -> Calculate Revenue

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 14. In the EPM tab -> Choose Save -> Save as Input Form to Server Folder…

15. Choose your existing workbook -> Save -> Change the file type to Excel Macro-Enabled Workbook
(*.xlsm):

16. Choose Save

Create a Report from Scratch

1. Create Sheet3

2. Set the Sheet Options to be in read mode

3. In the Report Layout tab -> Select the following Data Connection

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4. With your cursor in A1 -> Choose New Report

5. Build your report as follows

6. In the Column Axis -> Select the Quantity key figure only

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7. Choose OK twice -> Select Do not show this message again

8. OK

9. In the Row Axis -> Choose Material group.0MATL_GROUP -> Select Show Totals

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 10. Choose OK

11. In the EPM tab -> Choose Save -> Save as Input Form to Server Folder…

12. Choose your existing workbook -> Save -> Yes (overwrite the previous workbook)

13. Exit Excel

End of Lab

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 Web Reporting

 Objective: In this lab, you will:

 Create web report
 Perform Manual Input Planning
 Transfer, Submit, and Rollback data
 Display a BW Hierarchy
 Use the Disaggregation Feature

 Description: You need to understand the BEx query.

Note: In order to perform this lab you will need to perform the BPC Modeling exercise
You will use your BPC_IP_ENV## environment

Create a web input form and perform planning activities

1. In the BPC Web Client goto the LIBRARY and click Input Form

2. Next to Name enter the input form name SALES_PRICES_##

3. Choose Search and next to Technical Name enter wsan1_p -> Choose search

4. Choose the query WSAN1_PLANNINGQUERY_G##

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5. Choose Next twice

You can see the report axis

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.

6. Choose Next -> OK

7. Input the prices for Price - Version B1 and Fiscal Year 2012 as shown below:

Note: if you have existing values, enter in zero values and Submit Data then proceed with the lab.

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8. Click Transfer Data to send the data to your planning buffer and is locked

9. Goto the BW Application Server -> Enter /NSM12 -> Hit enter

Rows 3-5 are the data locks

10. Return to the BPC Web Client

11. Choose Submit Data

12. Choose OK

13. Change JUC to 15 -> Transfer Data

14. Choose the dropdown next to Transfer Data -> Roll Back
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 Your last change is reversed

15. Under Input Form -> Choose Save

16. Enter the following

17. Choose Save -> close the input form

18. Go Home -> Public

19. You now see your saved Web Input Form in the Public folder.

Close the BPC Web Client

Use a BW Query with a Hierarchy and use Disaggregation

1. Goto Start -> All Programs -> Business Explorer -> Analyzer -> Add-ins

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2. Choose the Tools icon -> -> Create New Query…
3. Choose System T63
4. Enter the following:
Client 800
User BPC-##
Password training

5. Choose Open
6. Next to Name enter G## -> Open
7. Select your WSAN1_DISAGG_QUERY_## query
8. Choose Open -> Goto Rows/Columns
9. Select Material Group -> Goto the Hierarchy Tab

20. Choose the Input Help -> Next to Hierarchy Name -> Select BPC_HIER

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21. Choose OK

10. Select Activate Hierarchy Display

11. Under Expand to Level -> Select 4
12. Remove Fiscal year from the Rows
13. In Columns choose Revenue in Ver B
We need to test disaggregating quantity based on revenue so turn on data input for revenue
14. In the Planning tab -> Select Input-Ready (Relevant for Locking)

Caution: Do not save this query, use Save As … to copy it!

15. Goto Query -> Save As…-> Enter in the following Technical Name and Description as shown
below

16. Choose Save

17. Keep the Query Designer open
18. Log into the BPC Web Client

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19. Create a new input form on your new query and the Price model
20. Include Fiscal Year in the Page Axis and restrict it to 2013

21. Choose Next -> OK

Caution: if you get a data lock error, save the input form as Quantity_Hier_IF## and then re-
launch the web client.

22. Enter the following values -> Choose Transfer Data

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 The hierarchy rollup is complete
Note: Sales Price is set to hide the total in the query
The business requirement calls for the planner to input quantity for a parent and distribute to the
base members based on revenue
23. Enter 20,000 for MATERIAL GROUP in column B

24. Choose Transfer Data

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 Now you know how disaggregation works!
Next you will change the hierarchy selection and sort order
25. Choose the Material group hypertext
26. Expand Beverages parent

You can see the dimensional hierarchy

27. Add Beverages and Material Group 1 into Selected Members
28. Choose OK

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 Now you know how to re-order the BW hierarchy in a report or input form
29. Save the input form as Quantity_Hier_IF## to your public folder
30. Close the input form without saving any data
31. Shut down the web client

End of Lab

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BPC Unified Security

 Objective: In this lab, you will:

 Create a team manually
 Create a team via file upload

 Description: You need to understand the security concept of Unified BPC

Create a BPC Team Manually in a Unified Environment

1. Connect to your BPC_IP_ENV## environment

2. Goto ADMINISTRATION -> Teams

3. Create the ADMIN Team by clicking the New button

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

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 5. The ADMIN Team is successfully created and can now be used for a BPF or Work Status.

Create BPC Teams From a Flat File

1. Create the following csv file

Note: these users already exist

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 2. Choose Import

3. Browse for your file

4. Choose OK -> Close the message dialog

5. Choose TEAM1 -> Select a couple Team Leads

6. Save -> Back -> Close the admin screen

End of Lab

64
 Work Status

 Objective: In this lab, you will:

 Create a work status table
 Execute and check work status

 Description: You need to understand the BPC lock concept of work status
Note: In order to perform this lab you will need to perform the BPC Modeling and Security exercise

Configure Work Status

1. From the BW application server, enter /nrsd1 in the command field:

2. Enter the InfoObject “0MATL_GROUP” and click the Display button

3. Click the Display Button -> Maintain

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4. View the Work Status Owner and Work Status Team attributes. We will use the Team attribute since all
BPC-## users are on the “ADMIN” team.

5. Logon to your BPC_IP_ENV## environment in the Web Client

6. Choose ADMINISTRATION and navigate to the Work Status Configuration.

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7. Then navigate to the “Work Status” table and configure as follows:

8. Save the Work Status setting.

9. Close the BPC Web Client

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Execute and check work status

1. Log into the BPC Web Client

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

3. Select Model: Price Planning

4. Search and click the query WSAN1_PLANNING_QUERY_G##, click the Next button to continue.

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

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

Note: your values may vary

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7. Select the dimension members as follows, you will see only one Unlocked Work Status.

8. Change Material Group to R1113 and change the new status to Submitted

9. Choose Apply

10. Change the Material Group to FOOD again, you will see that Submitted is available now.

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 This is because the Work Status applies the Bottom-Up rules.

Note: the bottom up rule requires that the status of a parent cannot be higher than the status of its
children

Choose Submitted

Choose Apply

Click OK to set the new Work Status to Submitted

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

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

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 13. Select the Price Model

14. Choose Anytime -> Display Report

15. Go back to the input form

16. Change the work status for R1113 / B1 / 2012 to Approved

17. Submit Data

You can see that the cell does not allow input

End of Lab

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 Data Audit

 Objective: In this lab, you will:

 Learn how to enable data auditing for a Unified Model
 Run the Data Audit report

 Description: Learn how to enable data auditing on a Unified Model

The BPC Data Modeling lab is a pre-requisite for this exercise

Enabling Data Audit on a BPC 10.1 Model

1. Log in the SAP GUI with your BPC-## user id and password [replace ## with your assigned trainee
number].

2. Go to RSA1

3. In the BPC_Users folder find your Group##

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4. On the WSAN1_G## InfoCube right click -> Change

5. Adjust the screen so that you can see the Auditable setting and checkbox

6. Activate the change

Note: If prompted, create a transport request of TR##

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 You should now see additional characteristics in the new Audit Dimension

7. Choose F3

8. Right click the WSAN1_G20 InfoCube -> Manage

9. Go to the Contents tab

10. Click Fact Table

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

11. Choose F3 -> InfoCube Contents

The audit characteristics do not appear. Audit data can only be accessed by running the BPC Data
Changes report.

12. Choose F3 until you reach the Easy Access screen

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13. Close the BPC Web Client if necessary

14. Connect to your BPC_IP_ENV## environment

15. In the web client go to Administration

16. Choose Models -> Select the Price Model

You can see that it is Auditable

17. Choose Back

18. Under Audit -> Choose Data Changes -> Choose Configuration for: PRICE

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

19. Return to the home screen

20. Create an input form based on the Price Model and WSAN1_PLANNING_QUERY_G##

21. Submit a change of ‘1’ for FOOD

22. Return to the home screen

23. Go to System Reports -> Data Changes

24. Select InfoProvider WSAN1_G##

25. Choose Anytime

26. Choose Display Report

End of Lab

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