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Business Planning and Consolidation 7.

0 December 2009 English

Business Planning and Consolidation Administration


Configuration Guide

SAP AG Dietmar-Hopp-Allee 16 D 69190 Walldorf Germany

SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

Copyright
Copyright 2009 SAP AG. All rights reserved. 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. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

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EXAMPLE TEXT Example text <Example text>

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

Content
Business Planning and Consolidation - Administration...................................................................5 1 Use........................................................................................................................................... 5 2 Terminology.............................................................................................................................. 5 3 Prerequisites............................................................................................................................ 5 4 Navigation in the System.......................................................................................................... 6 5 Data Integration........................................................................................................................ 6 6 Configuration............................................................................................................................ 8 .6.1 Central Note for SAP Business Planning and Consolidation............................................8 .6.2 Creating a New Application Set........................................................................................ 8 6.2.1 Updating the Rate Dimension....................................................................................10 6.2.2 Updating the Inputcurrency Dimension.....................................................................10 6.2.3 Updating the DataSrc Dimension..............................................................................11 6.2.4 Updating the RptCurrency Dimension.......................................................................11 6.2.5 Creating the Product Dimension................................................................................12 6.2.6 Creating the SalesAccount Dimension......................................................................13 6.2.7 Creating the HRPosition Dimension..........................................................................15 6.2.8 Creating the HRAccount Dimension..........................................................................16 6.2.9 Updating the Time Dimension...................................................................................17 6.2.10 Updating the Category Dimension...........................................................................17 6.2.11 Updating the Account Dimension............................................................................18 6.2.12 Updating the Entity Dimension................................................................................18 6.2.13 Adding the BP Sales Application.............................................................................19 6.2.14 Adding the Profit and Loss PlanningApplication......................................................20 6.2.15 Adding the HCM Application....................................................................................21 .6.3 Changing Account Dimension in System_Constants folder............................................22 .6.4 Creating Script Logic....................................................................................................... 23 .6.5 Security........................................................................................................................... 27 6.5.1 Maintaining Task Profiles.......................................................................................... 27 6.5.2 Maintaining Member Access Profiles........................................................................27 .6.6 Setting Application Set Status.........................................................................................28 7 Data Management.................................................................................................................. 28 .7.1 Maintaining Exchange Rates.......................................................................................... 28 .7.2 Running FX Restatement................................................................................................ 29 .7.3 Uploading Data File (Revenue Data)..............................................................................30 .7.4 Running a Data Management Package - Import.............................................................31 .7.5 Clearing Data.................................................................................................................. 31

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

Business Planning and Consolidation Administration


1 Use
This document describes how to carry out activities in the Business Planning and Consolidation application, such as creating new application sets, applications, and dimensions as well as managing data.

Terminology

Application Sets An application set is a group of applications. An application set contains a set of dimensions that may be shared among its applications. Applications An application is a functional unit used for a particular purpose (for example: finance application, sales application). Applications may share dimensions with other applications within the same application set, or have dimensions that are unique. Dimensions Dimensions consist of members. If the members of the dimension are arranged in a hierarchical order, the relationship between members is described with terms such as Parent, Child, and Sibling. Properties Dimension members are described by properties. Data Data is described by dimension members.

Prerequisites

The BPC system has been installed and is ready to run. The following settings have been maintained: 1. Microsoft Office/ Excel 2003 (or 2007) language settings: Choose Start Programs Microsoft Office Microsoft Office Tools Microsoft Office 2003 (or 2007) Language Settings. Set the language to English. 2. Regional and Language Options: Choose Start Control Panel Regional and Language Options. On the tab page Regional Options choose the Customize button. In the Customize Regional Options dialog box choose the Numbers tab page. Set the list separator to: ; (semicolon). The formulas used in this guide have semicolon. After completing the configuration in your system, you can switch back to your original settings.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide Note the number formatting used in the configuration is European format with comma as decimals separator and dot as separator for thousands.

Navigation in the System

When you start the Business Planning and Consolidation application you first see the Launch Page, from where you can select the user interface that you want to work in, for example BPC Administration, BPC for Excel, and so on. Once you have chosen one of the options mentioned above, you see the Action Pane on the right-hand side of your screen, where you can select your tasks and activities. With the buttons at the top you can see details on the session information, the login information and the current view (CV). You have two options to change the current view:

In this view, choose the links of the application or the dimensions directly to change the view.

In this view, the drop-down list will give you a history of the applications or dimensions you have already chosen in the past. If you want to choose an application or dimension you have not viewed in the past yet, do not choose it from the drop-down list, but choose the entry (for example: Application, Category) to the left of the drop down list.

Below the title, for example BPC Administration, you can choose various tasks. With the buttons at the bottom the BPC help. you can open other available interfaces or with See Also open

As you go through a certain task, you see the tree structure on the left-hand side of the screen. At the top of the Action Pane you can navigate back and forth with the arrows. With the Home button you can return to the start page of the specific BPC application you are in.

Data Integration
Product hierarchy Entities

We deliver predefined upload files for master data and transactional data in the following areas:

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide Sales Area High Level Chart of Account Sales Revenue Data

Our data is aligned with the data of the SAP Best Practices Baseline Package. If you need to create your own data files, there are several options to create these files automatically.

ERP Report:
Product hierarchy In the ERP system choose: IMG Menu Logistics General Material Master Settings for Key Fields Data Relevant to Sales and Distribution Define Product Hierarchies SPRO

Transaction Code

1. Choose Maintenance: Prod. Hier. and choose Enter. 2. Choose Table View Print. 3. Choose List Export Spreadsheet. 4. Select Excel and choose Continue. 5. Select file name and directory and save the file. The file has to be adapted according to our templates. Cost Center: In the ERP system choose: IMG Menu Transaction Code SAP menu Accounting Controlling Cost Center Accounting Cost Center Group Display KSH3

1. Enter the Cost Center Group and choose Hierarchy. 2. Choose Group Save to PC File. 3. Choose Spreadsheet. 4. Select file name and directory and choose Generate. The file has to be adapted according to our templates.

CO-PA Report:
To create a file for the transactional sales data, CO-PA reports can be used. In the ERP system choose: IMG Menu Transaction Code SAP menu Accounting Controlling Profitability Analysis Information System Execute Report KE30

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

1. Double click the report you want to execute. 2. Save the report as file or just save the report, if the oOutput type is Spreadsheet.

It is necessary to create a CO-PA report containing the necessary fields. Use the file Demo_Revenue_Data.txt in the Misc folder of the SAP Best Practices for Business Planning and Consolidation documentation CD as a template.

Program:
It is also possible to access the relevant database tables directly by creating a program. To receive the sales data, the fields FKDAT(6), WAERK like VBRK-WAERK, VKORG like VBRK-VKORG, PRODH like VBRP-PRODH, NETWR like VBRP-NETWR, from the tables VBRK and VBRP can be used to create the relevant file for the upload of the sales data. Use the file Demo_Revenue_Data.txt in the Misc folder of the SAP Best Practices for Business Planning and Consolidation documentation CD as a template.

Configuration

.6.1 Central Note for SAP Business Planning and Consolidation Procedure
Before you start with the installation process check the following Note: SAP Note # 1391641 Description / Symptom Installation Note SAP Best Practices for BPC V1.70 Component SV-SMB-AIO-BPBPC

.6.2 Creating a New Application Set Use


Business Planning and Consolidation is delivered with a sample application set called ApShell. This application set is used as a starting point for the new application set Best Practices. The Best Practices application set is the basis for the following scenarios: BPC Sales Planning BPC Human Capital Management BPC Profit and Loss Statement

The BPC Legal Consolidation scenario is delivered in a separate application set, which is described in the Legal Consolidation Configuration Guide.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

Procedure
Carry out the following steps: 1. Open the Business Planning and Consolidation application. 2. From the launch page choose BPC Administration. 3. On the BPC Administration screen choose Manage Application Sets under the title Admin console Tasks. 4. In the occurring dialog box choose ApShell in the Select AppSet field. Then choose OK. 5. If the Connection Wizard appears enter the required data. Then choose Finish. 6. The administration page opens. In the left screen area, choose ApShell (the top node of the tree). 7. In the action pane in the right-hand screen area choose Add a new application set. The Add a New Application Set Step 1 of 2 action pane is displayed. 8. In the upper field enter the application set name, for example Best_Practices. (In this document, we will always refer to the new application set as Best Practices.) 9. In the middle field, enter a description, for example Best Practices. 10. In the lower field, choose ApShell as the application set, which will be duplicated. 11. Choose Go to Next Step 2 of 2. 12. Under the headline Which records do you want to copy? mark all checkboxes except Database records. 13. Choose Add a New Application Set. 14. In the Add a new application set dialog box choose OK when the task has been successfully completed.

Result
You have created the Best Practices application set, which you can now configure to your needs.

By default, you are still working in the original ApShell application set. To switch to your newly created application set, carry out the following steps: 1. In the upper part of the action pane choose the link ApShell underneath the entry Session Information.

2. In the BPC dialog box choose Connection Wizard. 3. In the Connection Wizard choose the correct server and choose Next twice. (If necessary enter your user id and password.) Choose Best Practices as default application set and choose Next again. Review the summary and choose Finish. 4. In the BPC dialog box choose OK.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

6.2.1 Updating the Rate Dimension Procedure


Carry out the following steps: 1. Open the Best Practices tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the Best Practices tree in the left-hand screen area, choose the Rate dimension. 3. In the action pane choose Maintain dimension members. 4. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the whole Rate sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 5. In the action pane choose Process dimension. 6. In the Process dimensions dialog box choose Full Process, then choose OK.

For Excel 2007 users, there might be a popup window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation. 7. In the Validate & Process Dimension dialog box choose OK when the task has been successfully completed.

Result
You have created a Rate dimension.

6.2.2 Updating the Inputcurrency Dimension Procedure


Carry out the following steps: 1. Open the Best Practices tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the Best Practices tree in the left-hand screen area, choose the InputCurrency dimension. 3. In the action pane choose Maintain dimension members. 4. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the whole InputCurrency sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 5. In the action pane choose Process dimension. 6. In the Process dimensions dialog box choose Full Process, then choose OK. 7. In the Validate & Process Dimension dialog box choose OK when the task has been successfully completed.

Result
You have maintained the InputCurrency dimension.

6.2.3 Updating the DataSrc Dimension Procedure


Carry out the following steps: 1. Open the Best Practices tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the Best Practices tree in the left-hand screen area, choose the DataSrc dimension. 3. In the action pane choose Maintain dimension members. 4. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the whole DataSrc sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 5. In the action pane choose Process dimension. 6. In the Process dimensions dialog box choose Full Process, then choose OK. 7. In the Validate & Process Dimension dialog box choose OK when the task has been successfully completed.

Result
You have maintained the DataSrc dimension

6.2.4 Updating the RptCurrency Dimension Procedure


Carry out the following steps: 1. Open the Best Practices tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the Best Practices tree in the left-hand screen area, choose the RptCurrency dimension. 3. In the action pane choose Maintain dimension property. 4. In the Dimension information screen area, maintain the properties according to the following table:

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Simply add the new dimension properties and delete the ones which are not necessary. The system will automatically sort the properties alphabetically.

Dimension Information
No. 1 2 3 4 5 6 7 Property Name EVDESCRIPTION GROUP PARENT_GROUP REPORTING SCALE STYLE TRANSFER Length 50 50 10 2 2 4 1 InApp.

5. In the action pane choose Modify Dimension Property. 6. In the Modify dimension dialog box choose OK when the task has been successfully completed. 7. Mark the dimension again and choose Maintain dimension members in the action pane. 8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the whole RptCurrency sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 9. In the action pane choose Process dimension. 10. In the Process dimensions dialog box choose Full Process, then choose OK. 11. In the Validate & Process Dimension dialog box choose OK when the task has been successfully completed.

6.2.5 Creating the Product Dimension Prerequisites


You have opened the newly created application set as described in the note above.

Procedure
Carry out the following steps: 1. Open the Best Practices tree in the left-hand screen area and choose Dimension Library.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 2. In the action pane on the right-hand side choose Add a new dimension. 3. In the upper field enter Product as a dimension name. 4. In the lower field enter Product as a description. 5. Choose Go to Step 2 of 3. 6. In the Dimension Type field, choose User Defined from the drop-down menu. 7. Choose Go to Step 3 of 3. 8. Choose Add a New Dimension. 9. In the Add a New Dimension dialog box choose OK when the task has been successfully completed. 10. In the dimension library of the Best Practices tree in the left-hand screen area, choose the newly created dimension. 11. In the action pane choose Maintain dimension members. 12. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the whole Product sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 13. In the action pane choose Process dimension. 14. In the Process dimensions dialog box choose Full Process, then choose OK. 15. In the Validate & Process Dimension dialog box choose OK when the task has been successfully completed.

Result
You have created a Product dimension.

6.2.6 Creating the SalesAccount Dimension Prerequisites


You have opened the newly created application set.

Procedure
Carry out the following steps: 1. Open the Best Practices tree in the left-hand screen area and choose Dimension Library. 2. In the action pane on the right-hand side choose Add a new dimension. 3. In the upper field enter SalesAccount as a dimension name. 4. In the lower field enter Sales Account as a description. 5. Choose Go to Step 2 of 3. 6. In the Dimension Type field, choose Account from the drop-down menu. 7. In the Reference Dimension field, choose Rate from the drop-down menu. 8. Choose Go to Step 3 of 3.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 9. In the Dimension library information screen area, enter the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system will automatically sort the properties alphabetically.

Dimension Information
No. 1 2 3 4 5 6 7 8 9 10 11 12 13 Property Name ACCTYPE ELIMACC EVDESCRIPTION FINSTMT FORMAT FORMULA GROUP PROFITLOSSACCT RATETYPE SCALING STYLE TEMPLATE TRANSFER Length 3 20 50 2 20 500 50 20 10 2 4 15 1 InApp.

10. Choose Add a New Dimension. 11. In the Add a New Dimension dialog box choose OK when the task has been successfully completed. 12. In the dimension library of the Best Practices tree in the left-hand screen area, choose the newly created dimension. 13. In the action pane choose Maintain dimension members and carry out the following steps: a. Open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the SalesAccount sheet into BPC. b. Choose the OPTIONS worksheet of the SalesAccount dimension in BPC. Make sure that the sheet contains the following formulas: Formula *SYSLIB MDXLIB.LGL *INCLUDE CONSTANTS.LGL If this is not the case, copy the formulas into BPC.

c.

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The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 14. In the action pane choose Process dimension. 15. In the Process dimensions dialog box choose Full Process, then choose OK. 16. In the Validate & Process Dimension dialog box choose OK when the task has been successfully completed.

6.2.7 Creating the HRPosition Dimension Prerequisites


You have opened the newly created application set.

Procedure
Carry out the following steps: 1. Open the Best Practices tree in the left-hand screen area and choose Dimension Library. 2. In the action pane on the right-hand side choose Add a new dimension. 3. In the upper field enter HRPosition as a dimension name. 4. In the lower field enter HR Positions as a description. 5. Choose Go to Step 2 of 3. 6. In the Dimension Type field, choose User Defined from the drop-down menu. 7. Choose Go to Step 3 of 3. 8. In the Dimension library information screen area leave the porperties as they are and choose Add a New Dimension. 9. In the Add a New Dimension dialog box choose OK when the task has been successfully completed. 10. In the dimension library of the Best Practices tree in the left-hand screen area, choose the newly created dimension. 11. In the action pane choose Maintain dimension members. 12. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the HRPosition sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 13. In the action pane choose Process dimension. 14. In the Process dimensions dialog box choose Full Process, then choose OK.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 15. In the Validate & Process Dimension dialog box choose OK when the task has been successfully completed.

6.2.8 Creating the HRAccount Dimension Prerequisites


You have opened the newly created application set.

Procedure
Carry out the following steps: 1. Open the Best Practices tree in the left-hand screen area and choose Dimension Library. 2. In the action pane on the right-hand side choose Add a new dimension. 3. In the upper field enter HRAccount as a dimension name. 4. In the lower field enter HR Account as a description. 5. Choose Go to Step 2 of 3. 6. In the Dimension Type field, choose Account from the drop-down menu. 7. In the Reference Dimension field, choose None from the drop-down menu. 8. Choose Go to Step 3 of 3. 9. In the Dimension library information screen area, enter the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system will automatically sort the properties alphabetically. No. 1 2 3 4 5 6 7 8 9 10 Property Name ACCTYPE EVDESCRIPTION FORMAT GROUP PROFITLOSSACCT RATESPREAD RATETYPE SCALING STYLE TRANSFER Length 3 50 12 20 20 5 10 2 10 2 InApp.

10. Choose Add a New Dimension. 11. In the Add a New Dimension dialog box choose OK when the task has been successfully completed. 12. In the dimension library of the Best Practices tree in the left-hand screen area, choose the newly created dimension.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 13. In the action pane choose Maintain dimension members. 14. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the HRAccount sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 15. In the action pane choose Process dimension. 16. In the Process dimensions dialog box choose Full Process, then choose OK. 17. In the Validate & Process Dimension dialog box choose OK when the task has been successfully completed.

Result
You have created the HRAccount dimension.

6.2.9

Updating the Time Dimension

1. In the Best Practices tree in the left-hand screen area choose the Time dimension. 2. In the action pane choose Maintain dimension members. 3. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the Time sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 4. In the action pane choose Process Dimension. 5. In the Process Dimensions dialog box choose Full Process, then choose OK. 6. In the Validate & Process dimension dialog box choose OK when the task has been successfully completed.

Result
You have successfully changed the Time dimension.

6.2.10 Updating the Category Dimension Procedure


Carry out the following steps: 1. In the dimension library of the Best Practices tree in the left-hand screen area choose the Category dimension. 2. In the action pane on the right-hand side choose Maintain dimension members. 3. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the data from the Category sheet into BPC.

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The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 4. In the action pane on the right-hand side choose Process dimension. 5. In the Process dimensions dialog box, choose Full Process, then choose OK. Click OK to confirm the modification. 6. In the Validate & Process dimension dialog box choose OK when the task has been successfully completed.

Result
You have successfully changed the Category dimension.

6.2.11 Updating the Account Dimension Procedure


1. In the Best Practices tree in the left screen area choose the Account dimension. 2. In the action pane choose Maintain dimension members. 3. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the Account sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 4. In the action pane choose Process Dimension. 5. In the Process Dimensions dialog box choose Full Process, then choose OK. Click OK to confirm the modification. 6. In the Validate & Process dimension dialog box choose OK when the task has been successfully completed.

Result
You have successfully changed the Account dimension.

6.2.12 Updating the Entity Dimension Procedure


Carry out the following steps: 1. In the Best Practices tree in the left-hand screen area choose the Entity dimension. 2. In the action pane choose Maintain dimension members. 3. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the Entity sheet into BPC.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which will later be uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation CD. 4. Replace the entries with <appropriate user ID> for property Owner and Reviewer with the appropriate user ID (e.g. <local server or domain name>\<user ID>) 5. In the action pane choose Process Dimension. 6. In the Process Dimensions dialog box choose Full Process, then choose OK. Click OK to confirm the modification. 7. In the Validate & Process dimension dialog box choose OK when the task has been successfully completed.

Result
You have successfully changed the Entity dimension.

6.2.13

Adding the BP Sales Application

Carry out the following steps: 1. In the Best Practices tree in the left-hand screen area choose Application. 2. In the action pane choose Add a new application. The Add a New Application Step 1 of 4 action pane is displayed. 3. In the New Application Name field enter BP_Sales. 4. In the Description field enter BP Sales Application. 5. Choose Go to Step 2 of 4. 6. Mark the checkbox Financial underneath the entry Reporting Type. 7. Choose Go to Step 3 of 4. 8. In the Select Source Application field, choose the entry Finance. 9. In the Rate application field, select the entry Rate. 10. Underneath the entry Business rules tables mark the checkbox Currency conversion rules. 11. Choose Go to Step 4 of 4. 12. Deselect the checkbox Dimensions and leave all other checkboxes marked as they are and choose Add a New Application. 13. In the Create application dialog box choose OK when the task has been successfully completed. 14. In the Action Pane choose Modify Application. 15. In the Application Dimensions table delete the dimension IntCo and Account. To do so, mark the dimension in the right-hand table and choose the arrow pointing to the left. 16. Add the Product and SalesAccount dimension. To do so, mark the dimension in the left-hand table and choose the arrow pointing to the right. 17. The application should look like this:

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18. In the action pane mark the checkboxes Reassign SQL Index and Process Application. 19. Choose Modify Application, choose Yes in the dialog box to confirm the modification. 20. In the Modify application dialog box, choose OK when the task has been successfully completed.

Result
You have created the application for sales planning according to your needs.

6.2.14

Adding the Profit and Loss PlanningApplication

Carry out the following steps: 1. In the Best Practices tree in the left-hand screen area choose Application. 2. In the action pane choose Add a new application. The Add a New Application Step 1 of 4 action pane is displayed. 3. In the New Application Name field enter BP_Profit_Loss. 4. In the Description field enter BP Profit and Loss Statement. 5. Choose Go to Step 2 of 4. 6. Mark the checkbox Financial underneath the entry Reporting Type. 7. Choose Go to Step 3 of 4. 8. In the Select Source Application field, choose the entry Finance. 9. In the Rate application field, select the entry Rate. 10. Underneath the entry Business rules tables mark the checkbox Currency conversion rules. 11. Choose Go to Step 4 of 4. 12. Leave all checkboxes marked as they are and choose Add a New Application. 13. In the Create application dialog box choose OK when the task has been successfully completed. 14. In the action pane choose Modify application.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 15. In the Application Dimensions maintain the application so that it looks like this:

16. In the action pane mark the checkboxes Reassign SQL Index and Process Application. 17. Choose Modify Application, choose Yes in the dialog box to confirm the modification. 18. In the Modify application dialog box, choose OK when the task has been successfully completed.

Result
You have added a new application.

6.2.15

Adding the HCM Application

Carry out the following steps: 1. In the Best Practices tree in the left-hand screen area choose Application. 2. In the action pane choose Add a new application. The Add a New Application Step 1 of 4 action pane is displayed. 3. In the New Application Name field enter BP_HCM. 4. In the Description field enter BP HCM. 5. Choose Go to Step 2 of 4. 6. Mark the checkbox Financial underneath the entry Reporting Type. 7. Choose Go to Step 3 of 4. 8. In the Select Source Application field, choose the entry Finance. 9. In the Rate application field, select the entry Rate. 10. Underneath the entry Business rules tables mark the checkbox Currency conversion rules. 11. Choose Go to Step 4 of 4. 12. Leave all checkboxes marked as they are and choose Add a New Application. 13. In the Create application dialog box choose OK when the task has been successfully completed. 14. In the action pane choose Modify application. 15. In the Application Dimensions maintain the application so that it looks like this:

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16. In the action pane mark the checkboxes Reassign SQL Index and Process Application. 17. Choose Modify Application, choose Yes in the dialog box to confirm the modification. 18. In the Modify application dialog box, choose OK when the task has been successfully completed.

Result
You have added a new application.

.6.3 Changing Account Dimension in System_Constants folder Use


After adding the SalesAccount dimension and the HRAccount dimension you have to change the reference to the Account dimension in the System_Constants folder.

This step has to be carried out directly on the server on which SAP BPC is installed.

Procedure
1. On the server choose the following path: <Root folder where BPC software is installed> \Data\Webfolders\Best_Practices\AdminApp\BP_HCM (HCM application you have created before) 2. Mark the file System_Constants.lgl. Choose a right mouse click and choose Open with Notepad. 3. Replace the line *FUNCTION ACCOUNTDIM=ACCOUNT with FUNCTION ACCOUNTDIM=HRACCOUNT 4. Repeat steps 1 to 3 with the following path and function: SAP_BPC\Data\Webfolders\Best_Practices\AdminApp\BP_SALES (Sales application you have created before) Replace the line *FUNCTION ACCOUNTDIM=ACCOUNT with FUNCTION ACCOUNTDIM=SALESACCOUNT

5. Save your changes.

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.6.4 Creating Script Logic Use


Script Logic is used to load data from one application to another. In the Integrated P&L Planning scenario, data from the Sales Plannig scenario and the HCM scenario (optional) is analyzed together with planning data for different entities. Therefore data needs to be loaded into the Profit and Loss Statement application.

Procedure
1. In the Best Practices tree in the left screen area expand the entry BP_Sales Script Logic. 2. In the action pane choose Create New Logic. 3. In the New Logic dialog box enter a logic name (for example Sales_to_PL) and choose OK. 4. Copy the following logic into the Script Logic screen area: // LOGIC FOR BEST PRACTICES - BP_SALES APPLICATION *INCLUDE SYSTEM_CONSTANTS.lgl // SEND THE RESULTS to THE PROFIT AND LOSS APPLICATION *DESTINATION_APP=BP_PROFIT_LOSS *SKIPDIM=PRODUCT *RENAME_DIM SALESACCOUNT = Account *XDIM_MEMBERSET Category <> ACTUAL *XDIM_MEMBERSET PRODUCT = <ALL> *WHEN SALESAccount.TRANSFER *IS "Y" *WHEN SALESAccount.PROFITLOSSACCT *IS <> "" *REC(EXPRESSION=%VALUE %,SALESACCOUNT=SALESACCOUNT.PROFITLOSSACCT,DataSrc="BP_SALESApp") *ENDWHEN *ENDWHEN *COMMIT // Calculate the FX in the P&L Application after Sales data is Transferred *RUNLOGIC *APP = BP_Profit_Loss *LOGIC = FXTRANS *ENDRUNLOGIC 5. In the action pane choose Validate and Save. 6. Confirm the dialog box. 7. In the BP_Sales application open the existing FXTrans.LGF logic file and choose Validate and
Save.

8. In the BP_Sales application open the existing Default.LGF logic file and choose Validate and
Save.

9. Repeat steps 1 to 6 for the following application, logic name and logic: Application Logic Name (example)

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BP_HCM

HCM_to_PL

// LOGIC FOR BEST PRACTICES - HCM APPLICATION *INCLUDE SYSTEM_CONSTANTS.lgl // SEND THE RESULTS to THE PROFIT AND LOSS APPLICATION *SELECT(%RPTCURR%,"[ID]","RPTCURRENCY","[TRANSFER] = 'Y'") *DESTINATION_APP=BP_Profit_Loss *SKIPDIM=HRPOSITION *RENAME_DIM HRACCOUNT = Account *XDIM_MEMBERSET Category <> ACTUAL *XDIM_MEMBERSET RPTCURRENCY = %RPTCURR% *XDIM_MEMBERSET HRPosition = <ALL> *WHEN HRAccount.Transfer *IS "Y" *WHEN HRAccount.PROFITLOSSACCT *IS "SALARY" *REC(EXPRESSION=%VALUE %,HRACCOUNT=HRACCOUNT.PROFITLOSSACCT,DataSrc="HCMApp") *ENDWHEN *ENDWHEN *COMMIT *SELECT(%RPTCURR%,"[ID]","RPTCURRENCY","[TRANSFER] = 'Y'") *DESTINATION_APP= BP_Profit_Loss *SKIPDIM=HRPOSITION *RENAME_DIM HRACCOUNT = Account *XDIM_MEMBERSET Category <> ACTUAL *XDIM_MEMBERSET RPTCURRENCY = %RPTCURR% *XDIM_MEMBERSET HRPosition = <ALL> *WHEN HRAccount.Transfer *IS "Y" *WHEN HRAccount.PROFITLOSSACCT *IS "ADDITIONALCOSTS" *REC(EXPRESSION=%VALUE %,HRACCOUNT=HRACCOUNT.PROFITLOSSACCT,DataSrc="HCMApp") *ENDWHEN *ENDWHEN *COMMIT *SELECT(%RPTCURR%,"[ID]","RPTCURRENCY","[TRANSFER] = 'Y'") *DESTINATION_APP= BP_Profit_Loss *SKIPDIM=HRPOSITION *RENAME_DIM HRACCOUNT = Account *XDIM_MEMBERSET Category <> ACTUAL *XDIM_MEMBERSET RPTCURRENCY = %RPTCURR% *XDIM_MEMBERSET HRPosition = <ALL> *WHEN HRAccount.Transfer

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide *IS "Y" *WHEN HRAccount.PROFITLOSSACCT *IS "HEADCOUNT" *REC(EXPRESSION=%VALUE %,HRACCOUNT=HRACCOUNT.PROFITLOSSACCT,DataSrc="HCMApp") *ENDWHEN *ENDWHEN *COMMIT 10. Repeat steps 1 to 6 for the following application, logic name and logic: Application BP_HCM Logic Name (example) Calc_HRCosts

// LOGIC FOR BEST PRACTICES - HCM APPLICATION *INCLUDE SYSTEM_CONSTANTS.lgl // WHEN HEADCOUNT IS ADDED via INPUT, WE COPY the Monthly SALARY to SALARIES Account *When HRAccount.ID *IS = "HEADCOUNT" *When Category.ID *IS <> "ACTUAL" *REC(Expression=ROUND(%VALUE% * GET(HRACCOUNT="MONTHLYSALARY"), 2),HRAccount="SALARIES") *ENDWHEN *ENDWHEN *COMMIT // WHEN HEADCOUNT IS ADDED, SALARIES are ADDED, WE CALCULATE THE BENEFITS // BENEFITS BASED ON PERCENTAGES *XDIM_MEMBERSET=SALARIES *Lookup BP_HCM *DIM C_INCENTIVE:HRAccount="R_INCENTIVE" *DIM C_PAYROLLTAX1:HRAccount="R_PayrollTax1" *DIM C_PAYROLLTAX2:HRAccount="R_PayrollTax2" *DIM C_401K:HRAccount="R_401K" *DIM C_FAS106:HRAccount="R_FAS106" *DIM C_PENSION:HRAccount="R_PENSION" *DIM C_WorkerComp:HRAccount="R_WorkerComp" *DIM HRPosition="NoPosition" *ENDLOOKUP *When HRAccount.ID *IS "SALARIES" *When Category.ID *IS <> "ACTUAL"

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*REC(Expression=ROUND(%VALUE% * Lookup(C_INCENTIVE), 2),HRAccount="Incentive") *REC(Expression=ROUND(%VALUE% * Lookup(C_PayrollTax1), 2),HRAccount="PayrollTax1") *REC(Expression=ROUND(%VALUE% * Lookup(C_PayrollTax2), 2),HRAccount="PayrollTax2") *REC(Expression=ROUND(%VALUE% * Lookup(C_401K), 2),HRAccount="401K") *REC(Expression=ROUND(%VALUE% * Lookup(C_FAS106), 2),HRAccount="FAS106") *REC(Expression=ROUND(%VALUE% * Lookup(C_PENSION), 2),HRAccount="PENSION") *REC(Expression=ROUND(%VALUE% * Lookup(C_WORKERCOMP), 2),HRAccount="WORKERCOMP") *ENDWHEN *ENDWHEN *COMMIT // BENEFITS BASED ON DOLLARS // WHEN HEADCOUNT IS SENT, CALCULATE THE COST PER HEAD RATE ACCOUNTS *Lookup BP_HCM *DIM C_HealthIns:HRAccount="R_HealthIns" *DIM C_DentalIns:HRAccount="R_DentalIns" *DIM C_LifeIns:HRAccount="R_LifeIns" *DIM C_Car:HRAccount="R_CarAllowance" *DIM HRPosition="NoPosition" *ENDLOOKUP *When HRAccount.ID *IS "HEADCOUNT" *When Category.ID *IS <> "ACTUAL" *REC(Expression=ROUND(%VALUE% * Lookup(C_HealthIns), 2),HRAccount="HealthIns") *REC(Expression=ROUND(%VALUE% * Lookup(C_DentalIns), 2),HRAccount="DentalIns") *REC(Expression=ROUND(%VALUE% * Lookup(C_LifeIns), 2),HRAccount="LifeIns") *REC(Expression=ROUND(%VALUE% * Lookup(C_Car), 2),HRAccount="CarAllowance") *ENDWHEN *ENDWHEN *COMMIT

11. In the BP_HCM application open the existing FXTrans.LGF file and choose Validate and Save. 12. In the BP_HCM application open the existing Default.LGF logic file and replace the existing logic with the following logic: // -----------------LOGIC RUN at TIME OF SEND----------------------*INCLUDE CALC_HRCOSTS // Default base level logic - applies to all base members in all dimensions // Perform Currency translation *INCLUDE FXTrans // -----------------LOGIC RUN at TIME OF SEND-----------------------

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*INCLUDE HCM_TO_PL

13. Choose Validate and Save.

.6.5 Security Use


This section describes how to create user access to the system and maintain task profiles. The settings described here serve as examples. If necessary, please adapt the settings according to the needs of your organization.

6.5.1 Use

Maintaining Task Profiles

Task profiles determine what types of activity users can perform in BPC. In this activity you add data manager and analysis collection tasks to a specific profile. You can skip this section if you already have these tasks assigned to your profile. To check this, open the BPC for Excel interface. If you find the entries Manage Data and Data Input in the action pane, you do not have to carry out the steps described below.

Procedure
1. In the Best Practices tree in the left-hand screen area expand the entry Security Task Profiles. 2. Mark the task profile you want to change, for example PrimaryAdmin, and choose Modify task profile from the action pane. (You need to change the task profile to which the user is assigned who will be responsible for data management.) 3. In the SAP - Modify Task Profile <> dialog box choose Profile Tasks. 4. In the View tasks by interface drop down box, select DM. 5. In the Available Interface tasks area mark all available entries. Choose the button pointing to the right. 6. Repeat steps 4 and 5 for the entry AnalysisCollection. 7. Choose Users. Select the teams or users who will be assigned to this profile. 8. Choose Finish. Review the summary and choose Apply. 9. Confirm the information message

Result
Now you will be able to perform data management tasks.

For a comprehensive list and description of task profiles refer to the section Task profile descriptions of the BPC Administration help. This will help you decide how to set up new task profiles for different user groups. For a description on how to create a task profile for Consolidation, refer to the Legal Consolidation scenario.

6.5.2

Maintaining Member Access Profiles

1. In the Best Practices tree in the left-hand screen area expand the entry Security Member Access Profiles.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 2. Choose AdminMbrAccPrf. 3. In the action pane choose Modify member access profile. 4. In the SAP Modify Member Access Profile dialog box choose BPC Access. 5. On the BP_Sales Application tab maintain the member access rights according to the following table: Access Read Only Dimension Entity Member [All] (Choose the field with the three dots . In the dialog box, mark the checkbox All members in dimension and choose OK.) [All] (see above)

Read & Write

Category

6. Repeat step 5 for all applications you have created. 7. In the SAP Modify Member Access Profile dialog box choose Finish (on the top of the dialog box). 8. Choose Finish. Review the summary and choose Apply. 9. Confirm the information message.

Result
You have modified the member access profiles according to your needs.

.6.6 Setting Application Set Status Use


To be able to load data for the application set you have created you need to set the status to Available.

Procedure
Carry out the following steps: 1. Mark the application set Best_Practices in the tree structure in the left-hand screen area. 2. In the action pane choose Set application set status. 3. Mark the checkbox Available. 4. Choose Update application set status.

Result
The application set is now available to be worked with from other interfaces, such as BPC for Excel.

Data Management

.7.1 Maintaining Exchange Rates Use


When loading data (for example revenue data) into the Business Planning and Consolidation application, you always load local currencies. Therefore you need to maintain currency conversion settings in order to be able to report in different currencies. Maintaining currency conversion rates is also part of the of the Sales Planning and Reporting scenario. You can skip

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide this section here if you will install the Sales Planning and Reporting scenario before you install the other scenarios.

Prerequisites
The following prerequisites are fulfilled if you have copied the ApShell application set and set up the new application as described in the Configuration Guide of this scenario. The application set includes a rate application where you will store the exchange rates. The rate application includes a currency type dimension. The FXTrans logic is available.

Procedure
An input schedule to enter currency rates is provided on the SAP Best Practices CD in the Misc folder. 1. Open the BPC for Excel application. From the current view choose the application set Best Practices and the application Rate. 2. From the action pane choose Data Input. 3. Choose Open a blank workbook. 4. In Excel, choose File Open and browse for the file BP_Currency_Rates.xlt, which is located in the Misc folder on the SAP Best Practices documentation CD. 5. To save the input schedule as a template choose: eTools Save Dynamic Templates. 6. In the Save as dialog box choose Company, enter a file name and choose Save. 7. Close the file and reopen it by choosing eTools Open Dynamic Templates. Choose Company and browse for the file you have just saved. 8. In the input schedule enter the exchange rates of your input currencies (i.e. the local currencies of your entities) to your target currency. Make sure you set the current view to the correct time period. In our Best Practices demo data we load sales revenue data for 2009, therefore exchange rates must be at least maintained for the year 2009 and the category ACTUAL.

Make sure you also include the target currency in your input schedule with an exchange rate of 1,00 for all rate types and periods. By these entries the system determines the target currency you maintain the exchange rates for. 9. Choose Send Data. 10. In the Send Data Options area of the action pane choose Send active worksheet. 11. Confirm the SAP dialog box.

.7.2 Running FX Restatement Use


This activity describes how to run a data management process which will recalculate existing data in the system after you have maintained exchange rates in your Rate. If you load data after maintaining exchange rates, you can skip this section, because the FX Restatement process is automatically called from the default script logic, which runs during data load.

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Procedure
Carry out the following steps: 1. Open the BPC for Excel application. From the current view choose the application set BP_Sales and the application BP_Sales. 2. In the action pane choose Manage Data. 3. Choose Run a data management package. 4. In the Data Manager dialog box choose Financial Processes FX Restatement. 5. Choose Run. 6. Choose No, do not check work status settings. 7. Choose Next. 8. Choose the Entity, Category, and Time you want to run the restatement for. 9. Choose Next. 10. Review the summary and choose Finish. 11. Confirm the dialog box stating that the package was scheduled successfully. 12. Choose View Status and check if the FX Restatement was successfully completed.

.7.3 Uploading Data File (Revenue Data) Use


This section describes how to upload the demo data delivered on the SAP Best Practices for Business Intelligence documentation CD. The demo data is based on the data from the SAP Best Practices Baseline Package. Of course, it is possible to extract data from your own system. However, remember to update the dimension members in BPC Administration accordingly.

Procedure
Carry out the following steps: 1. Open BPC for Excel. From the current view, choose the application set Best Practices and the application BP_Sales. 2. From the action pane in BPC for Excel choose Manage data. 3. In the action pane choose Upload data file. 4. In the Data Manager Upload dialog box browse for the source file containing the data you want to upload. A sample file (Demo_Revenue_Data.txt) is delivered on the SAP Best Practices for Business Planning and Consolidation documentation CD in the Misc folder. 5. In the Data Manager Upload dialog box specify the destination for the data file, for example Data Files My Files. 6. Choose OK. 7. Confirm the message File transferred successfully. 8. To check the transfer of data choose Preview data file in the action pane. 9. In the Open dialog box browse for the destination to which you have transferred the file and choose Open.

Result
In the preview you can check whether the data file has been successfully transferred.

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.7.4 Running a Data Management Package - Import Procedure


Carry out the following steps: 1. From the action pane in BPC for Excel choose Manage data. 2. In the action pane choose Run a data management package. 3. In the Data Manager dialog box mark Data Management in the left-hand area and Import in the right-hand area. Then choose Run. 4. In the Data Manager Run Package dialog box carry out the following steps: a. In the Import file field browse for the file you have uploaded in the previous section. b. Leave the Transformation file field blank. c. Mark the following checkboxes: Merge data values (Imports all records, leaving all remaining records in the destination intact) Select whether to run default logic for stored values after importing: Yes.

d. Choose Next. e. Leave the default settings to check work status settings and run the package immediately. (Alternatively you can specify, if you want to schedule the package for a later time.) f. Choose Finish. 5. Confirm the dialog box stating the package was scheduled successfully. 6. In the Data Manager - <> dialog box choose View Status and check if the import was successfully completed

Result
Once you receive the message that the task has been successfully completed, your data has been successfully stored in the system.

Refer to the Business Planning and Consolidation Sales Planning and Reporting scenario to find out how to build reports to analyze the data.

.7.5 Clearing Data


Do not carry out this step if you are satisfied with the data in your system. This is just a general explanation on how to clear data from the system in case this will be necessary at a later point of time.

Procedure
Carry out the following steps: 1. In the current view choose the application you want to clear data for. 2. From the action pane in BPC for Excel choose Manage data. 3. In the action pane choose Run a data management package.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. In the Data Manager dialog box mark Data Management in the left-hand area and Clear in the right-hand area. Then choose Run. 5. In the Data Manager Run Package dialog box carry out the following steps: a. Select whether to clear comments associated with data regions. b. Select whether to check work status settings. c. Choose Next. Open icon next to the member field, then choose either Copy all Members or select the members you want to clear data for and choose Copy Selected. e. Select when to run the package. In our scenario choose Run now. f. Choose Next. g. Choose Finish. 6. Confirm the dialog box stating the package was scheduled successfully. 7. In the Data Manager - <> dialog box choose View Status. d. Select the dimension members for which you want to clear data. To do so, choose the

Result
Once you receive the message that the task has been successfully completed, your data has been successfully cleared from the system. 8. In the Data Manager Run Package dialog box carry out the following steps: h. Select whether to clear comments associated with data regions. (In our scenario choose No.) i. j. k. Select whether to check work status settings. (In our scenario choose No.) Choose Next. Select the dimension members for which you want to clear data. To do so, choose the Open icon next to the member field, then choose either Copy all Members or select the members you want to clear data for and choose Copy Selected. l. Select when to run the package. In our scenario choose Run now. m. Choose Next. n. Choose Finish. 9. Confirm the dialog box stating the package was scheduled successfully. 10. In the Data Manager - <> dialog box choose View Status.

Result
Once you receive the message that the task has been successfully completed, your data has been successfully cleared from the system.

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