An Overview of SAP BPC 10.

0
Reporting Features and Functionality
(EPM Add-In)
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.
Navigation Pane
Drag & Drop to
create a report
Access the EPM add-in
via a normal Excel sheet
or via BPC

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)

Acts as a graphic user-interface for:
Defining an initial report
Editing an existing one
Can be used to define report position:
Moving a report in a sheet
Inserting separation between headers and data
Moving each page header dimension individually
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 13

Main Features of the EPM Add-In

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 15

Data Connectivity
EPM Office Client 10

SSAS

BW

ODBO

ODBO

Designer
FC 10.0

PCM 10.0

Data retrieval
Data retrieval and input
(from Excel to BPC only)

SSM 10.0

ODBO

WS

BPC
NW and MS 10.0

Providers:
SSAS: Microsoft SQL Server Analysis Services
BW:
SAP NetWeaver Business Warehouse
ODBO:
Object Linking and Embedding Database
WS:
Web services
Products
FC:
SAP Financial Consolidation
PCM: SAP Profitability and Cost Management
SSM: SAP Strategy Management
BPC: 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

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
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

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

Visibility of interface items:

Based on connection type
Priority to your choice

EPM Report Editor

EPM Report Editor Member Selector

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

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

There are three types of quick links:

Report Link
Member Link
Data Link
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

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

To display the original dynamic formatting

template:
Go to the EPM menu\Reports menu
Click View Formats
To create dynamic formatting templates:
Use Excel Move or Copy sheet function:
From the original dynamic formatting
template
From another enhanced dynamic formatting
template
To hid dynamic formatting templates:
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

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

44

The EPM add-in Process

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