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© SAP 2008 / 0

What Every SAP Customer


Needs to Know About
SAP Business Planning and
Consolidation

Prakash Darji
Business Objects, an SAP company
In This Session …

„ Understand how Business Planning and Consolidation (BPC) fits into the big
picture of Performance Management and what benefits it brings
„ Understand the dual-product strategy SAP has for BPC
„ BPC, version for the Microsoft Platform
„BPC, version for SAP NetWeaver®
„ Understand the new architecture of BPC, version for SAP NetWeaver
„ Understand the terminology differences between BPC and SAP NetWeaver BI
„ Understand how the administration of BPC is performed
„ See the different options for building reports and input schedules
„ See some of the Data Manager capabilities and how it leverages the underlying
platform technology

© SAP 2008 / 2
Disclaimer

This presentation outlines our general product direction and should not be
relied on in making a purchase decision. This presentation is not subject to
your license agreement or any other agreement with SAP. SAP has no
obligation to pursue any course of business outlined in this presentation or to
develop or release any functionality mentioned in this presentation. This
presentation and SAP’s strategy and possible future developments are
subject to change and may be changed by SAP at any time for any reason
without notice. This document is provided without a warranty of any kind,
either express or implied, including but not limited to, the implied warranties
of merchantability, fitness for a particular purpose, or non-infringement. SAP
assumes no responsibility for errors or omissions in this document, except if
such damages were caused by SAP intentionally or grossly negligent.

© SAP 2008 / 3
Agenda

1. What is …
1.1. What is Enterprise Performance Management (EPM)?
1.2. What is Business Planning and Consolidation (BPC)?
2. BPC Overview
2.1. Release Strategy
2.2. Architecture
2.3. Future BPC Releases
2.4. BPC and BI-IP
3. Product Details
3.1. Terminology
3.2. BPC Admin
3.3. BPC Excel
3.4. Data Manager
4. Wrap-up
© SAP 2008 / 4
Enterprise Performance Management (EPM) in
Perspective

Manage Your Compliance &


Business Risk Management

BI
Collect and
Analyze

Run Your
Business

© SAP 2008 / 5
Enterprise Performance Management:
An Iterative Process for Performance Control
FOCUS FOR TODAY’S
PRESENTATION

Strategy
Management

Profitability &
Business
Cost Mgmt
Planning

Consolidations

© SAP 2008 / 6
What Is the Situation Today?

Business Deadlocks
„ Businesses continuously change
„ IT doesn’t understand the nuances of the change
„ Finance can’t implement the changes
„ Therefore, systems are months behind the business requirements

Requirements Prototyping Implementation Deployment


Testing

Acquisition Product Issues Missed Qtr


Rate of System Change
© SAP 2008 / 7 Rate of Business Change
What Is the Result?

Spreadsheets!

„ They allow the business


to model the scenarios
themselves, without any
more reliance on IT

„ But they are fraught


with all the well known
issues, such as no
security, they aren’t
audited, there is no
“single version of the
truth,” etc.

© SAP 2008 / 8
SAP Business Planning and Consolidation:
Introduction

„ Created, Maintained,
and Run by the
Business User

„ Unified planning,
reporting, and
consolidation

„ Agile planning process


driven by end users

„ Microsoft Office
provides a familiar
user interface

„ Fast end-user
acceptance means
immediate time-to-
value
© SAP 2008 / 9
Agenda

1. What is …
1.1. What is Enterprise Performance Management (EPM)?
1.2. What is Business Planning and Consolidation (BPC)?
2. BPC Overview
2.1. Release Strategy
2.2. Architecture
2.3. Future BPC Releases
2.4. BPC and BI-IP
3. Product Details
3.1. Terminology
3.2. BPC Admin
3.3. BPC Excel
3.4. Data Manager
4. Wrap-up
© SAP 2008 / 10
Understanding the Different Releases

Planned BPC NW BPC MS


Dates

2007 BPC 5.1 MS BPC 5.1 MS (formerly OutlookSoft 5)


runs entirely on a Microsoft platform

SAP is now pursuing a dual release


product strategy for BPC:

BPC 7.0 NW BPC 7.0 MS 1. BPC, version for the Microsoft


platform (BPC MS)

2. BPC, version for SAP NetWeaver


(BPC NW)

SAP is continuing to invest in both


BPC 7.5 NW BPC 7.5 MS products, with new versions planned
2009 for 2009

Migration Tools
© SAP 2008 / 11
BPC 5.1 MS to 7.0 NW: Migration Tools

„ Since BPC on Microsoft and BPC on SAP NetWeaver are different product releases from
SAP, there is no direct upgrade path
„ However, SAP has developed Migration Tools that will be available to assist any
customers electing to use BPC on SAP NetWeaver
„ These Migration Tools are not part of the BPC product, nor officially supported by SAP
development (the same principle as a “How To” guide)
„ The Migration Tools do automate a large number of the BPC objects, including most of:
„ AppSets
„ Applications
„ Dimensions
„ Security
„ Web Admin parameters
„ Audit
„ Comments
„ Reports and Input Schedules (some manual work may be required)
„ And more …

© SAP 2008 / 12
BPC 5.1 MS to 7.0 NW: Migration Tools (cont.)

„ Migration Tool is
delivered as a
standalone .NET
application
„ It provides step-by-step
detailed process flow
and configuration
„ Includes an embedded
BPC 7.0 Web Dynpro
ABAP application for
configuration in the
target ABAP system
„ Extensive logging
capabilities are provided

© SAP 2008 / 13
BPC, Version for the Microsoft Platform

Client

Admin
MS Office
Web Other
Server-Side
Clients
Requirements
HTTP / SOAP
„ MS SQL Server
Web Server (IIS) & .NET Application Server
„ MS Analysis
Web Services
Services
„ MS Reporting
Application Services Services
„ MS SSIS (DTS)
Platform Services
„ .NET 1.1
MDX SQL UNC Application Server
Data „ Web Server (IIS)

OLAP (MSAS) Relational Database File Share


„ File Share
(MS SQL Server)

© SAP 2008 / 14
BPC, Version for SAP NetWeaver

Client
What was
MS Office
Admin
Clients
Web Other removed?
HTTP / SOAP
„ MS SQL Server
Web Server (IIS) & .NET Application Server „ MS Analysis
Services
Web Services
„ MS Reporting
Conversion & Application Services
Services
RFC Calls

„ MS DTS/SSIS
SAP NetWeaver BI (ABAP Application Server)
„ File Share
MDX SAP NetWeaver BI
Application Logic
OLAP Engine „ Stored Procedures

SQL
„ Most application
logic moved from
Database In-Memory (optional)
.NET A/S to ABAP
Relational Database File A/S (64-bit support)
BI Accelerator
(Any that SAP NetWeaver Supports) Storage

© SAP 2008 / 15
Roadmap: Potential Areas of Investment

SAP is planning to invest in both products going forward, and the diagram below is intended
to outline the future product direction but is not a commitment by SAP to deliver any code or
functionality. All dates, releases, and planned functionality are subject to change.

BPC 7.0 MS BPC 7.5 MS BPC 8.0 MS


SAP BPC, •Management •Business Objects •Functional
version for Console BI integration product
the Microsoft •Performance •Updated Microsoft enhancements
Platform •Multiple time platform support •EPM suite-wide
hierarchies integration

BPC 7.0 NW BPC 7.5 NW BPC 8.0 NW


•SAP NetWeaver •Dashboarding •Functional
SAP BPC, BI integration •Script Logic product
version for SAP •Validation Engine •Further SAP ERP enhancements
NetWeaver •Transports and BI integration •EPM suite-wide
•Perf. Statistics integration

2010
© SAP 2008 / 16 2008
Roadmap: Overall Direction

„ Over time, it is planned that the two products will overlap less and less

„ BPC, version for SAP NetWeaver, will be optimized for SAP customers through
integration to other SAP customers and the EPM solutions

„ BPC, version for the Microsoft Platform, will continue to be invested in as a


best-of-breed unified planning and consolidation system

Today Future

SAP BPC, version SAP BPC, version


SAP BPC, version SAP BPC, version
for the for the
for SAP NetWeaver for SAP NetWeaver
Microsoft Platform Microsoft Platform

Æ Æ Æ Time Æ Æ Æ
© SAP 2008 / 17
SAP Business Planning and Consolidation Is
SAP’s Direction

© SAP 2008 / 18
BPC and BI Integrated Planning (BI-IP)

SAP BPC SAP NetWeaver BI-IP

Application-based approach Engine-based approach

Unified planning and consolidation


Data Warehouse centric
capabilities

Agile planning processes driven Standardized planning process


by end users governed by IT

Self-service reporting with complete Centralized Excel and Web-based


Microsoft Office Integration reporting

Owned and managed by the


Owned and managed by IT
Business

© SAP 2008 / 19
BPC 7.0, Version for SAP NetWeaver: Use of
Namespaces

„ SAP NetWeaver BI-IP was designed to sit “on top of” the Enterprise Data
Warehouse (EDW) and requires SAP NetWeaver BI objects to already be
created before it can be implemented
„ BPC was designed to work on SAP NetWeaver BI, but not sit on top of the
EDW. It will create all of the required objects for you, as you are designing
the system.
„ This also means that BPC will not be able to create or use objects in the
EDW Namespace (such as an existing cube or InfoObject in your system)
„ This was an intentional design decision for BPC, otherwise the solution would
never be able to be maintained by business users!
BI-IP Approach BPC Approach
SAP NetWeaver
SAP NetWeaver
BI-IP
EDW BPC
EDW

© SAP 2008 / 20
Agenda

1. What is …
1.1. What is Enterprise Performance Management (EPM)?
1.2. What is Business Planning and Consolidation (BPC)?
2. BPC Overview
2.1. Release Strategy
2.2. Architecture
2.3. Future BPC Releases
2.4. BPC and BI-IP
3. Product Details
3.1. Terminology
3.2. BPC Admin
3.3. BPC Excel
3.4. Data Manager
4. Wrap-up
© SAP 2008 / 21
Terminology: Platform Components

BPC Terms SAP NetWeaver BI


Terms
MS SQL SAP NetWeaver
Server ~ Database

MS Analysis SAP NetWeaver BI


Services ~ OLAP Engine

MS SQL Server ABAP Dictionary/BI


Management Studio ~ Admin Workbench

SQL Server Integration


~ Process Chains
Services (SSIS)

BEx Report Designer/


MS Reporting Services ~ Crystal Reports

Internet Information SAP NetWeaver Web


Services (IIS) ~ Application Server
© SAP 2008 / 22
Terminology: Application Components

BPC Terms SAP NetWeaver BI


Terms
Application ~ InfoProvider

Dimension ~ InfoObject

Member ~ Characteristic Value


Property ~ Attribute
Hierarchy ~ Hierarchy

EvDescription ~ Texts

SignedData ~ Key Figure

Measures ~ Calculated Key Figures

© SAP 2008 / 23
BPC Administration

With the BPC Administration client, you are maintaining/creating:


„ Application sets
„ Applications
„ Dimensions
„ Formulas, Script Logic, and
Business Rules
„ Users and Security

BPC Administration
„ Easy to use
„ Explorer-like view of
environment
„ Context-sensitive Action Pane
„ Familiar concepts like “Save As”
„ Embedded Excel
„ Wizard-driven interfaces
„ Common metaphors for all
administration activities

© SAP 2008 / 24
BPC Administration: Dimension Management

Select the The Action Pane


Dimension Library Easily maintain your will walk you
to see the list of properties for the selected through all the
dimensions dimension necessary steps

© SAP 2008 / 25
BPC Administration: Dimension Management
(cont.)
Even maintain your dimension
members using embedded Excel!

© SAP 2008 / 26
BPC Administration: Behind the Scenes

„ BPC is creating all of the required objects behind the scenes


„ In the case of Dimension Management in BPC 7.0 NW, it is generating the required
InfoObjects in the back end for you
„ You don’t need to go into RSA1, so application administration can really be
performed by business experts!

© SAP 2008 / 27
Demo: Dimension Management

© SAP 2008 / 28
BPC Administration: Application Management
(Version for SAP NetWeaver)

„ A BPC Application is approximately equal to an SAP NetWeaver BI


InfoCube behind the scenes
„ They are also created, changed, and deleted using the BPC Admin client.
You never go into the back end (RSA1) for these operations!

© SAP 2008 / 29
BPC Applications: Behind the Scenes
(Version for SAP NetWeaver)

„ A BPC Application contains more than just a cube. It can also contain:
„ Business Rules
„ Script Logic files
„ Files (stored in the file service), including Reports and Input Schedules
„ Journals Tables
„ Work Status Tables
„ Technical parameters and settings for the application
„ Comments Tables
„ Data Manager Packages
„ Measure Formulas
„ This is why an Application is more than just a cube …
„ Technically, when you create a BPC Application, the following SAP NetWeaver BI objects are
actually created:
„ A real-time (transactional) SAP NetWeaver BI InfoCube to store the data
„ A MultiProvider, which contains only the 1 underlying InfoCube
„ A generated query of the MultiProvider for data access

© SAP 2008 / 30
SAP NetWeaver BI Objects for a BPC
Application (Version for SAP NetWeaver)

.NET Web Services


Server

ABAP BPC Shared


Server BPC Write Back
Query Engine

Generated
BI Query

MultiProvider

Base InfoCube
© SAP 2008 / 31
Assigning Dimensions to Applications
(Version for SAP NetWeaver)
„ Assignment of Characteristics to “BI Dimensions” is performed
automatically
„ The application type specified will ensure that the “required” dimension
types (such as Account, Time, etc.) will be included in your Application
„ Assignments can be changed over time (even if the cube has data in it),
and you are not limited to the same operations as in changing a BI cube
„ You can also control which dimensions are “secured,” and therefore
access needs to be granted through Member Access Profiles

© SAP 2008 / 32
Demo: Application Management

© SAP 2008 / 33
BPC Clients

„ BPC has multiple reporting and planning clients available for end users:

© SAP 2008 / 34
BPC Excel

The context-sensitive Action Pane The “Current View” enables


BPC Excel guides you through your options you to easily control your
and keeps the usability consistent selections (or filters) at all
„ Easy-to-use and across all BPC clients times
familiar interface
„ Single interface
for reporting,
planning, and
consolidations
„ Build and run
reports and input
schedules
„ Post Journals
„ Run Data
Manager
packages

© SAP 2008 / 35
Use Excel-Based Formulas to Build Reports

„ Send and retrieve individual cell values (EVGET and EVSND)


„ Send and retrieve for an entire grid (EVDRE), with the use of an Excel-based “control panel” to
still allow grids to be highly formatted
„ Many other BPC functions to build sophisticated reports and input templates
„ No other tools to learn – reports are built entirely from formulas

Collapsible control panel for


report options and formatting
Example report built with EVDRE formula

© SAP 2008 / 36
Demo: EVDRE Report

© SAP 2008 / 37
Dynamic Templates

„ Dynamic Templates will build reports and input schedules automatically for you
„ No need to learn any Excel formulas – just select a template and click OK
„A number of templates are delivered in the system, but you can always create more

1. Select a template 2. A report is built for you!

© SAP 2008 / 38
Demo: Dynamic Templates

© SAP 2008 / 39
BPC: Data Manager

„ BPC’s Data Manager helps you load, transform, and manipulate data
„ In the product “BPC, version for the Microsoft platform,” Data Manager runs on top of Microsoft
SSIS (SQL Server Integration Services)
„ In the product “BPC, version for SAP NetWeaver,” Data Manager runs on top of SAP
NetWeaver BI Process Chains
„ Many new process types (or tasks) and process chains (or packages) are delivered with BPC
(e.g., import data, copy data, clear data, etc.), and you are also able to create custom ones

Data Manager is also


run and managed by
the business from Excel
(select “Manage Data”
in the Action Pane)

© SAP 2008 / 40
Data Manager: BPC 7.0, Version for SAP
NetWeaver

„ There is never a need to go into the


back end, but an individual Data
Manager Package behind the scenes
maps to …

„ An SQL Server Integration Services „ An SAP NetWeaver BI Process


(SSIS) package in BPC MS Chain in BPC NW

© SAP 2008 / 41
Uploading a File Using Data Manager

1. Select a package to
run, like “Load Flat File”

2. Select “Run,” and the


dynamic UI will prompt the user
for the required information
(e.g., the file to be uploaded)

© SAP 2008 / 42
Preview Source Data

„ You can also


preview the
first 200 lines
of data before
uploading

„ You can execute


the package
immediately, or
schedule it as
recurring
© SAP 2008 / 43
View Status and Logs

„ You can then see the status of the packages that have run (or are running)

„ You can then


pull up the
corresponding
detailed logs for
this package

© SAP 2008 / 44
Even Maintain Configuration in Excel

It isn’t just the execution of packages that happens inside Excel – it is


also the configuration! Business users can maintain items such as:

„ The mapping of columns in the source


file to dimensions in their application

„ Convertingincoming values to new values (using


simple mappings as shown, wildcards, formulas
and/or VB (BPC MS) or JavaScript (BPC NW)

© SAP 2008 / 45
Demo: BPC Data Manager

© SAP 2008 / 46
Agenda

1. What is …
1.1. What is Enterprise Performance Management (EPM)?
1.2. What is Business Planning and Consolidation (BPC)?
2. BPC Overview
2.1. Release Strategy
2.2. Architecture
2.3. Future BPC Releases
2.4. BPC and BI-IP
3. Product Details
3.1. Terminology
3.2. BPC Admin
3.3. BPC Excel
3.4. Data Manager
4. Wrap-up
© SAP 2008 / 47
Resources

„ www.sdn.sap.com/irj/sdn/bpx-epm
„ EPM homepage on SDN/BPX

„ www.sap.com/education/
„ Search for “CPM,” for BPC 5.1 MS training

„ http://service.sap.com/rkt-epm*
„ EPM Ramp Up Knowledge Transfer (RKT) material for BPC, version for the
Microsoft Platform and BPC, version for SAP NetWeaver

„ www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/40a5b319-062b-2b10-
c1a1-a3c33f0e18f3
„ “Enterprise Performance Management for Finance – Statement of Direction”

* Requires log-in credentials to the SAP Service Marketplace

© SAP 2008 / 48
7 Key Points to Take Home

„ BPC offers unified planning, reporting, and consolidations


„ No new “tools” to learn for building reports and input schedules – just BPC-based
Excel formulas
„ BPC is created, maintained, and run by the business, without being dependent
upon IT
„ There are 2 different products:
„ BPC, version for the Microsoft Platform (4.2 MS, 5.1 MS, and 7.0 MS)
„ BPC, version for SAP NetWeaver (7.0 NW)
„ SAP is continuing to treat the two different products separately – there is no
intention for these releases to “come together” or “be identical”
„ SAP BPC 7.0, version for SAP NetWeaver has completely eliminated the Microsoft
BI platform requirements by running on SAP NetWeaver BI 7.0
„ SAP BPC 7.0, version for the Microsoft platform is the only successor release to
BPC 5.1 MS and is an evolutionary release with a standard upgrade path

© SAP 2008 / 49
Thank you!

How to contact me:


Prakash Darji
Prakash.darji@sap.com

©
© SAP
SAP 2008
2008 // 50
50
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