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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 12
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 14
Data Connectivity
EPM Office Client 10
SSAS
BW
ODBO
ODBO
ODBO
Designer
FC 10.0
PCM 10.0
Data retrieval
Data retrieval and input
(from Excel to BPC only)
SSM 10.0
Providers:
SSAS:
BW:
ODBO:
WS:
Products
FC:
PCM:
SSM:
BPC:
BPC
NW and MS 10.0
Microsoft SQL Server Analysis Services
SAP NetWeaver Business Warehouse
Object Linking and Embedding Database
Web services
SAP
SAP
SAP
SAP
WS
Financial Consolidation
Profitability and Cost Management
Strategy Management
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
43
The EPM add-in Process
Questions?
Contact: Peter Jones
[email protected]
Or, [email protected]