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SAP AG 2013 / SAP AND PARTNER NTERNAL /

SCENARIO ID: 8952 - Page - 1


DOCUMENT CLASSIFICATION: SAP AND PARTNER INTERNAL
General Information: Cross-industry
SAP BusinessObjects EPM, BI Applications,
Value Scenario
Global
Date Last Updated: 12Jun2014
DEMO SCRI PT
SAP BUSINESSOBJECTS EPM -
BPC MOBILE DEMO ASSETS
ON LEAN DEMO SHOWROOMS
SCENARIO 8952
SAP AG 2013 / SAP AND PARTNER NTERNAL /
SCENARIO ID: 8952 - Page - 2
COPYRIGHT 2013 SAP AG. ALL RIGHTS RESERVED.
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SAP AG 2013 / INTERNAL / SCENARIO ID: 8952 - Page - 3
Table of Contents
1.1 System Access Information page 4
1.2 Release for Used Components page 4
1.3 Pre-Demo Steps page 5
1.4 Demo from PC via BOE page 5
1.5 Setup steps page 12
1.6 Demo from MOBI on ipad or iphone
Crystal Reports - page 31
Webi Reports page 39
1.7 Demo EPM Unwired from ipad page 56
1.8 Meta Data synchronization between Crystal Reports & BPC page 62
1.9 Meta Data synchronization between Webi report Product Analysis Sales Revenue & BPC page 73
2 Appendix page 81
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1. DEMO REQUIREMENTS
1.1. SYSTEM ACCESS INFORMATION
1.1.1.System Landscape
SystemLandscape, this Process is built in SDC Lean Demo Showrooms (LSR v3)
Partner access to the SDC Lean Demo Showrooms is not yet available for partners and when it is available then please follow the notes below). Partners can
download SAP Business Planning & Consolidations, 10.1 version for NW from Service Marketplace and then restore the demo appset from the Partner Edge
Portal (if demo appset is available for download). This script can be used to create your own demo landscape with your own scenario (using this script as a
starting point).
1.2. RELEASE FOR USED COMPONENTS
Software Component Release Support Pack
SAP Business Planning & Consolidation NW 10.1 SP01
SAP BusinessObjects BOE BI 4.0 SP05
SAP Mobile BI (MOBI) 5.1.8 Build 11 (391388)
SAP Crystal Reports 2011 14.0 SP05
SAP EPM Unwired 3.1.3
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1.3. PRE-DEMO STEPS
Pr i or t o your demo l aunc h one t he CR r epor t s & whi c hever Webi r eport you ar e goi ng t o show ei t her f r om BOE or MOBI . By
doi ng so t he r epor t s wi l l r un muc h f ast er dur i ng your demo. (That f i r st t i me you essent i al l y wak e up t he ser ver s.)
1.4. Demo Crystal Reports from PC via BOE (note: these reports are really intended for demoing with MOBI)
What to do What you should see Notes
Note: The reports can be demoed
without any maintenance even if
you changed Entity descriptions in
BPC Admin Console.
Reports will work as the IDs are unchanged. Entity
descriptions in the Prompts & Headers will match defaults
for environment EPM10_DEMO_PL
If you want the prompts & headers to match the changes you
made in BPC Admin Consol refer to Step 1.7 in this script.
From Favorites launch -
BI Launch Pad
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Login: demoadm/sbo123
That user ID is setup for Single Sign-On
(SSO)
Thus you wont be prompted by the
reports for login information when
they query the database.
Launch reports from My
Recently Viewed Documents
Reports open without re-querying the
database.
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Alternately reports can be
launched from the Documents
tab
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Each report has a prompt allowing you
to choose the period to run the report.
The Income Statement & Balance
Sheet can also be prompted for entity.
Click icon shown here to expose
Prompt Panel
Choose from list(s)
Note: Prompt list in this example
shows updated list after I had
synched the Meta Data. (see
section 1.7 of script)
Click Apply
The report will now query BPCs
database on the ABAP Server (4604
server) & return the updated report.
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Here are screenshots of the reports:
Income Statement:
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Balance Sheet:
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Operating Report:
To advance to the 2
nd
page of the report:
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1.5. Setup steps
1.5.1. Pre-requisites
To demo the reports via the SAP BusinessObjects Mobile BI (MOBI) app there a few requirements you must complete on the ipad. Please refer to
instructions from SAP IT.
Requirements todemo the Crystal Reports with MOBI on an ipad against your LSR instance:
Your ipad or iPhone must be registered with SAP Afaria
F5 Edge client app installed
SAP Mobile BI (MOBI) installed
SAP EPM Unwired installed
On the ipad - Settings General Configuration Profiles you must have valid unexpired profiles
The Mobile apps can all be downloaded from the Apple iTunes Store
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1.5.2. Connecting a Mobile Device to a Lean Demo Showroom or CSA Green Phoenix & creating connections in Mobile Apps
1.5.2.1. Creating a VPN Connection on iPad
1.5.2.1.1. Creating a connection to all your EPM Lean Showrooms
In order to connect to your Lean Showroom from your mobile device and here shown for an iPad you need to once create a VPN connection. After that you
can connect toall your Lean Showrooms with the one VPN connection.
Open theF5 Edge Client on your iPad.
At the bottom click onSettings
Click onAdd Configuration
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Enter a description e.g. SDCLean Showrooms
Enter the Server address:
vpnvs.sapdemocloud.com
Tap on Web Logon to switch it ON
Tap onSave
Connect to your Lean Showroom
To connect to your specific showroom you need to know the VPN user. This is always a concatenation of <Your I/D/C#>_SR<Order Number>
You will find this VPN User information in:
1) The notification email with subject: SAP Demo Cloud Self-Service Portal - Welcome to the Showroom
2) The SDC Portal under My Showrooms >Your image. Here click on the linkVPN Information.
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To connect to an EPM Lean Showroom:
Open the F5 Edge Client
Select the VPN configuration you created for LSRs
Click onConnect
Click onAccept for the Server Certificate Warning
Enter theVPN Username for your showroom
Enter your SDC Master Password
Click onLogon
You should now be connected and able to connect
to the specific application / VMs in your
showroom.
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1.5.2.1.2. Creating a connection to SAP Demo Cloud for CSA-Green Phoenix
Open theF5 Edge Clienton your iPad.
At the bottom click onSettings
Click onAddConfiguration
Enter a description e.g. SAP Demo Cloud
CSA-Green Phoenix is one the Public Showrooms on the SDC
Enter the Server address:
vpnwdf.sapdemocloud.com
Leave Web LogonOFF
Leave Use CertificateOFF
Username =Your I#_SR9000000
Password =Your SDCMaster Password
Tap onSave
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To connect to the SAP Demo Cloud:
Open the F5 Edge Client
Select the VPN configuration you manually created.
Click onConnect
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1.5.2.2. Creating a connection in MOBI
After connecting via F5 launch the MOBI app on your ipad
Enter the offline MOBI password you established when prompted
TapConnect TapCreate new connection
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This brings up the Create a new connection window.
Create a connection for all your EPM Lean Showrooms
Connection Details
Name: LSRs
Server URL: http://cldvmxwi00221:8080/
CMS Name: cldvmxwi00221
Authentication: Enterprise
Default: leave this turned off
Authentication Details
User Name: demoadm
Password: the SDC does not allow the storage of a password; you will be prompted upon connecting. Password =sbo123
Create a connection for CSA-Green Phoenix
Connection Details
Name: CSA-Green Phoenix
Server URL: http://sdccsa-mobile:9080/
CMS Name: cldvmxwi00221
Authentication: Enterprise
Default: leave this turned off
Authentication Details
User Name: demoadm
Password: the SDC does not allow the storage of a password; you will be prompted upon connecting. Password =sbo123
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Connection Details
Connection Type:
SAP BusinessObjects BI Platform
Connection Name: LSRs
Server URL:
http://cldvmxwi00221:8080/
CMS Name: cldvmxwi00221
Authentication: Enterprise
Default: off
Authentication Details
User Name: demoadm
Password:
Save Password: Off
Tap theDonebutton
This connection can be used for all your Lean Showrooms, types #1 & #2
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Connection Details
Connection Type:
SAP BusinessObjects BI Platform
Connection Name:
CSA-GreenPhoenix
Server URL:
http://sdccsa-mobile:9080/
CMS Name: cldvmxwi00221
Authentication: Enterprise
Default: off
Authentication Details
User Name: demoadm
Password:
Save Password: Off
Tap theDonebutton
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1.5.2.3. EPM Unwired Creating a connection
Launch EPM Unwired
o The keyboard will block the initial screen requesting your offline password
o Enter your offline password & tap Done
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Tap theconfiguration icon
Tap theConnection Type arrow
For BPC NW v10.1, chooseBPC v10.1Connection Type

In Unwired v3.1 for BPC v10.1 you can change the environment from within Unwired so we longer need to create separate
connections for each environment.
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BPC NW v10.1 connection on EPM Lean Showrooms #1 & #2 for bw6 server
Enter the following:
Connection Name: Give your connection a name that
includes the login ID so you recognize it at a glance
e.g. LSR BPC NW 10.1 bw6
Server URL:
https://cibw6.wdf.sap.corp:50081/
User Name bpc01
Password sbo123
Turn onSave Password
TapDone
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BPC NW HANA v10.1 connection on EPM Lean Showrooms #4 (HANA) for bwe server
Enter the following:
Connection Name: Give your connection a name that
includes the login ID so you recognize it at a glance
e.g. LSR BPC NW HANA 10.1 bwe
Server URL:
https://cibwe.wdf.sap.corp:54081/
User Name bpc01
Password sbo123
Turn onSave Password
TapDone
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BPC NW v10.1 connection on CSA- Green Phoenix for bw6 server
Enter the following:
Connection Name: Give your connection a name that
includes the login ID so you recognize it at a glance
e.g. CSA bw6
Server URL:
https://cibw6.wdf.sap.corp:50101/
User Name bpc01
Password sbo123
Turn onSave Password
TapDone
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BPC NW HANA v10.1 connection on CSA- Green Phoenix for (HANA) bwe server
Enter the following:
Connection Name: Give your connection a name that
includes the login ID so you recognize it at a glance
e.g. CSA bwe
Server URL:
https://cibwe.wdf.sap.corp:50104/
User Name bpc01
Password sbo123
Turn onSave Password
TapDone
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For BI, chooseSAP BusinessObjects BI PlatformConnection Type
BI connection on Lean Showrooms
Enter the following:
Connection Name: Give your connection a name that
includes the login ID so you recognize it at a glance
e.g. LSRs - BI
Server URL:cldvmxwi00221:8080
CMSName: cldvmxwi00221
Authentication Mode: Enterprise
User Name: demoadm
Leave password blank & Save Password off
(when you access the connection you will be prompted
for the password. Enter sbo123)
TapDone
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BI connection on CSA-Green Phoenix
Enter the following:
Connection Name: Give your connection a name that
includes the login ID so you recognize it at a glance
e.g. LSRs - BI
Server URL: cldvmxwi00221:9080
CMSName: cldvmxwi00221
Authentication Mode: Enterprise
User Name: demoadm
Leave password blank & Save Password off
Leave password blank & Save Password off
(when you access the connection you will be prompted
for the password. Enter sbo123)
TapDone
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For a read-only view of a Published SSM model, chooseEnterprise Insight Connection Type
Enterprise Insight connects to examples on a server maintained by Solution Management (the content is not on your individual
LSR)
Enterprise Insight Connections
City Insight-connects to examples on a server maintained by
Solution Management
(the content is not on your individual LSR)
Connection Name: City Insight
Server URL:
http://citizeninsight.sap.com/enterpriseciz/reader.html
Store Insight- connects to examples on a server maintained by
Solution Management
(the content is not on your individual LSR)
Connection Name: Store Insight
Server URL:
http://citizeninsight.sap.com/enterpriseciz/reader.html
Note: Tap the image on the screen to reveal the tiles after
connecting with this model
Published SSM model on your LSR: refer to scenario9287
Connection Name: <Name of SSM model>
Server URL:
http://cldvmxwi00112:50000/strategy/citizeninsight/reader.html
TapDone
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1.6 Demo of MOBI on iPad
What to do What you should see Notes
Ensure you have a wi-fi
connection
Connect to your Lean Showroom
(LSR) per instructions in section
1.5.2.1 on page 13
TapSAP BI app (MOBI)
Enter the offline content
password you established for
MOBI on your device.
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TapConnect
Then tap the connection you
created for LSRs
Login: demoadm/sbo123
IMPORTANT
For optimal performance. Run one of each report type
once before the demo. One of the CR reports, the Sales
Revenue report, & the Mul ti-account report. This will
wake up the servers used by the reports. Subsequent
runs of the report wil l go MUCH faster.
Note: In order to appear on MOBIreports must be
categorized in BOE to either the
Corporate\Mobile category or the
Personal\Mobile category.
The reports have been categorized to the
Corporate\Mobile & MobileDesigned categories
How to access/demo reports follow
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MOBI gives you multiple options for
sorting the content available to you.
Tap the Sort icon
ChooseType
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Here you see the reports in
List format
In the Crystal Reports Section
Tap
Income Statement BPC CR
Report opens to the Entity &
Time Period as it was saved in
CR 2011.
Tap the Prompt to Select an
Entity
Making Selection tap Done to
return to the Filter window
Tap the Prompt to Select a Time
Period
Making Selection tap Done to
return to the Filter window
After you have chosen the
Entity & month - tapDone
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The report refreshes to my
selections
An alternate way to
re-prompt the report is to hit
the refresh icon since this
report is set to prompt the
user.
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Make Selections & tapDone
To return to the Home Screen
click theBack button
Process is the same on iPhone as on iPad
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Tap another report to display it in
MOBI
TapBalance Sheet BPC CR
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TapOperatingReport BPC CR
It is a two page report.
To advance to page 2swipe the
screen fromright to left
Process is the same on iPhone as on ipad
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There are two Webi Reports that can also be demoed. The
biggest feature here is the ability to drill on the reports.
Probably best to show one Webi report or the
other rather than both so you dont get dragged
into a discussion of the limitations of one report
vs the other.
Scroll to the Web Intelligence
section
Choose Product Analysis
Sales Revenue BPC
TheProduct Analysis Sales Revenue BPC
webi report is a report includes a grid & pie
chart. Both can be drilled on.
The report prompts you to
choose two filters.
Tap the Done button.
The report will now refresh.
For best performance refresh
the report once before your
demo to wake up the
servers.
The report has been set torefresh on open.
This ensures the user receives the most up to
data & meta data.
Also ensures, the report displays per whatever
meta data customizations you made as
described in Section 1.8 of this document.
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The main thing to demo here is the users
ability to drill on both the grid & chart.
User also has the ability to change the filters &
rerun the report.
Below I will show the options for drilling &
filtering.
In the grid you may drill on
Products, Entities, & Time.
e.g. Tap a Product column
header. You get a box saying
Drill Down Product. Tap that
box & the grid & chart drill
down on your choice.
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You can also drill on Entity
(Business Unit) or Time.
When tap on an intermediate
level like Region or Quarter you
are presented with the option to
drill back up or to drill further
down.
When you tap on a base level
member you would only get drill
up.
If you re-prompt the report by
tapping the filter icon in the upper
right corner you will be notified
the filter will reset the report to
the starting point.
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Tap the Filter icon
To change the Category, tap
the category filter.
You are presented with a list
of the categories in the
environment.
The applicable categories for
this report are:
o Actual
o Current Budget
o Current Forecast
Tap the category you wish to rerun the report
for rather than the currently selected category.
To change the Currency, tap
the currency filter.
Since we are reporting across
multiple entities with varying
local currencies the applicable
currencies for this report
would be the two global
reporting currencies we
established in this
environment:
o Euro
o United States Dollar
After making sections, tap the
Done icon.
Tap the currency you wish to rerun the report
for rather than the currently selected currency.
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Here is the result for example of re-running
the report for Actual & Euro.
Tap Tools icon that looks like
Gear in the upper right corner
You can email other users.
You can also annotate the
report before you email it.
TapAnnotate
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In the upper right corner is a
toolbar that gives you various
options for annotating the
report.
With the first icon highlighted
(the pen icon) you can use
your finger to draw a message
on the report as you see in
this example.
Tap the microphone icon in
the toolbar
Record a comment about the
report then tap Done in the
Recording dialog box
When you are finished
annotating, tap theDoneicon
in the toolbar.
You are now presented with
options for sharing the report.
Tap email.
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MOBI places hyperlinks in the
email
o The first open the
report in BOE/Webi
on a pc
o The 2
nd
opens the
report in MOBI on a
mobile device
MOBI also attaches an audio
file of your comment
Address the email to yourself
TapSend
TapBack icon
The report is now out of
Annotate mode.
Note: opening the report from
the emails hyperlink is not
currently working.
TapBackagainto close the
report.
TapBrowse
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Tap on your connections
name (LSRs) in the upper left
corner
TapLogout
Go to Mail on your ipad
Tap on the message you just
received. Subject
Product Analysis Sales
Revenue - BPC
Tap the audio fileattachment
Click the link - Tap to open
the report in SAP BI
application
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Login: demoadm/sbo123
The report opens to its default
category & currency
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You also have the ability to drill on the chart
Rather than drilling on the grid.
The Selected Slice shows the
amount & %of the pie in the
corresponding details box.
You can drill on the Selected
Slice in the Pie Chart.
To choose another slice, drag
the blue circle that rings the
chart to a new slice.
To drill on a slice double tap
the selected slice.
A toolbar pops up at the
bottom of the screen. Tap the
icon showing 3 downward
facing arrowheads.
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You are presented with an option
to Drill Down &/or Drill Up
depending on where the selected
slice falls in the hierarchies of the
Product & Entity dimensions.
Tap the selection box to Drill.
Tap a dimension to drill on.
Tap a member to drill on.
MOBI then refreshes the report.
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To drill back up double tap on
the selected slice.
The toolbar reappears at the
bottom of the screen. Tap the
icon with 3 downward facing
arrowheads.
You are presented with a choice
to either Drill back up on the
dimension you just drilled down
on or to Drill down on the other
dimension.
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In this example I drill down on
Europe.
Here I see the results of that
further drill down.
I can reset the report either by
drilling back up on the dimensions
or by re-prompting the report
which will reset the report to its
default filters.
You also have the option of
showing the report -
Product Analysis
Multi-Account - BPC
Consider you may want to only
show one Webi report or the
other so as to avoid getting
possibly dragged into a discussion
during the demo about limitations
of each report. e.g. -
The Sales Revenue report does not consume a BEx query
thus it does not understand BPCs hierarchies.
(properties are used as a work-around on simple
hierarchies, it cant handle complex ones like the
ACCOUNTP dimension)
The Multi-Account report does consume a BEx query &
thus can understand BPCs hierarchies but Webi does
not support an integrated drillable chart along with the
grid produced by the BEx query.
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Tap theProduct Analysis
Multi-Account BPCreport.
The prompt comes up. Click
Done to refresh the report.
Reports using BEx queries have two
modes. In the first one if you drill the
grid does not expand in size. You
would need to scroll within the grid.
Drilling works better if you change the
mode so the grid auto-expands.
Double tap in the gray space
below 2011 TOTAL.
You will see the grid swing around &
the filter choices shown above the
grid disappear
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You can Drill Down on any
row or column member
where you see a right facing
arrow
You can collapse any row or
column member where you
see a downward facing
arrow
To re-prompt the report tap
the filter icon
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Change the Category.
The prompt comes up with
the currently chosen category.
If you choose another
member like in the far right
image, you will need to
de-select the prior choice.
I have now de-selected the
prior choice.
Click theDoneicon.
In the far right image we see
the new category selection.
Changing the Currency works
the same way. If you change
the selection you must
de-select the prior selection.
To refresh the report tap the
Done icon.
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Changi ng the Account fil ter is more complex as this
i s a hierarchy where as Category & Currency are flat.
Use theright arrow to
advance down the hierarchy
as far as you wish to go.
Choose a different account.
You then need to tap theBack
icon to go back up the
hierarchy. Like with Category
& Currency the prior selection
needs to bedeselected.
Once you reach the Net
Income level tapBack once
more & you will be where it
displays all filter selections.
Tap theDone icon to refresh
the report.
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1.7 Demo EPM Unwired from Ipad
Enter your EPM Unwiredoffline password
Tap theconnection for the what you wish to show
Note: CitizenInsight & StoreInsight show two examples of SSM data
Note: The first time only you connect to BPC NW with a 10.1 connection type you will be prompted to install
Bootstrapper. Accept the prompts & allow it to install.
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Positioning Statement for EPM Unwired
Mobile Analytics revolutionizes the business by allowing every person in the organization to get answers they need about their
business from anywhere. Businesses are able to get more people beyond finance engaged in critical business processes like
planning to help drive better results.
SAP is the first vendor to deliver mobile performance management EPM Unwired with EPM 10. Mobility continues to be a
major focus of investment for the EPM applications as part of our, mobile first strategy.
Today, the data stored in EPM applications, and in some cases the EPM applications themselves, can be accessed on all of the
major mobile devices. This allows users to be untethered from their desktops and provide business answers anytime,
anywhere. The first version of EPM Unwired will enable customers to monitor their corporate Strategic Goals through the use
of Enterprise Insight, as well as view BPC Web Reports and modify BPC Web Input Schedules.
Moving forward, the EPM applications continue to invest in the mobility platform, working with the Sybase Unwired Platform
and Analytic teams to build custom applications that provide further functionality for the EPM user base.
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EPM Unwired displays the Input Forms & Reports that are marked as Favorites for the user in the environment shown.
Tap theenvironment shown in black border at the bottom of the screen to choose the environment you want.
Note: Favorites are user specific
Example usage of EPM Unwired from the BPC NW Overview Demo (scenario 7972)
Tap theInput Schedule AdvertisingQ4 Fcst
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Your backstory is you are the Advertising Director for EmergingMarkets
You need to reduce your forecast for AdvertisingExpensesin Q4 in those markets.
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Im going to reduce the forecast for the 4 business unit we have rolling up to Emerging Markets
o Tap the cell for Mexico/Oct 2014
o Drag your finger fromMexico/Oct 2014toAustralia/Dec 2014
o Tap one of the highlighted cells
o Tap Editor
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o I want to reduce the forecast by 10%so the easiest way to do that is multiply the amounts by 0.9
Unwired based on your highlighting of cells says it will adjust 12 cells by your actions with the Editor
Tap the blue multiply key X
Tap .9
Tap OK
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Here we see highlight in light blue the results of the adjustment
o Tap the Save Data to update BPCs database.
For more information on using the EPM Unwired with BPC NW v10.1 connection type
o Review theslides & notesinEPM Unwired 3 Highlights.pptx
o ReviewKnown issues with EPM Unwired 3.pdf
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1.8 Meta Data Synchronization of Crystal Reports if you updated descriptions of Entities in BPC Admin Console
Meta Data displayed in the rows of the reports will update automatically the next time you query the database with the report. However, the
Entity descriptions you change in the BPC Administration Console will NOT automatically update the Prompt List in the Income Statement &
Balance Sheet. The Headers of those reports will also not automatically update.
The steps to update the entity descriptions in Crystal Reports however are quite easy & take no more than 5-10 minutes.
LaunchCrystal Reports 2011
For Lean Demo Show Room Instances Launch Crystal Reports 2011 from the shortcut in the Favorites
folder.
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Open the report Income Statement BPC CR
Lean Demo Showroom instances
Click the Open icon in Crystal Reports standard toolbar.
Click theEnterprise button.
Login to System: CLDVMXWI00221
demoadm/sbo123
OpenIncome Statement BPC CR.rpt in the folder shown above
(EPM\BPC EPM10_PL)
Double click the Parameter FieldZVAR_ENITYin the field explorer to the right of the report
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Update the description in the popup window
Double-clicking description will change it to the Edit mode.
Change the description to match whatever you changed
on the entity dimension to the description in the BPC
Admin Console.
Repeat for any other entities listed.
Clickok
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Next update the description which shows in the report header.
In the Field Explorer field explorer to the right of the report, find the Formula Field - Entity
Double click it to edit the formula, and change the text in the script.
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Change the descriptions in the red box to match the descriptions in as you changed them in the BPC Admin Console.
Click Save & Close button.
If you wish to change the initial entity or period for which the report comes up, refresh here in CR 2011 before saving the report.
If you dont want to change the initial entity &/or period you can skip page 68
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To refresh clickReport, Refresh Report Data ChoosePrompt for new parameter values
Make your selections Username- BPC01 Password sbo123
Click - Finish
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Save the report
Repeat steps (1.7.2 1.7.4) for Balance Sheet BPC CR.rpt
The OperatingReport BPC CRdoes not require maintenance as there is no Prompt for Entity & the base level entities are displayed in the rows of the report.
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To ensure you are able to refresh the reports you just updated successfully from BOE & MOBI next you should check the settings for it in CMC.
From the Favorites folder on the Citrix Desktop launchBI CMC Login demoadm/sbo123
ClickFolders
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Navigate toAll Folders\EPM\BPC EPM10_PL
Right click on each report you just updated in CR 2011. ChooseDatabase Configuration
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Set the parameter for viewing& schedulingthe report as shown below.
User =BPC01
Password =sbo123
ClickUpdate
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1.9 Meta data update in BPC Admin console if showing Webi report Product Analysis Sales revenue
This report does not use a BEx query. Therefore, it cant leverage the parent level members of dimension. We worked around this limitation by
adding some properties on the Time, Entity, & Product dimensions. We can do this because those dimensions have simple hierarchies. Because the
ACCOUNTP dimensions hierarchy is complex we cant use this property work-around for that dimension. Thus we have limited the account in this
report to Base member Sales Revenue. We are not using BEx in this report so that we can have a grid & a chart integrated together in a report
where you can drill on either. That ability is NOT supported when Webi is consuming a BEx query.
If you did not make Meta Data changes to the ENTITY & PRODUCT dimension in EPM10_DEMO_PL you do not need to make any updates the
report before your demo.
If you made Meta Data changes to the ENTITY & PRODUCT dimension in EPM10_DEMO_PL & you dont care if the MOBI Sales Revenue report
matches your changes you just run the report in your demo. It yields a report using the standard Entity & Product descriptions in
EPM10_DEMO_PL.
If you made Meta Data changes to the ENTITY or PRODUCT dimension and wish to have the Sales Revenue report match your changes follow the
instructions in steps 1.8.1 1.8.3 to synch your report with the changes you made in BPC Admin Console.
Note: No updates are necessary to the Multi-Account report that consumes a BEx query
1.9.1 Update to Entity dimension
This step is only necessary in the following instance;
You changed the Description of these Entities E01, E02, E03 & you want the MOBI reports to show the new descriptions rather
than the standard descriptions.
In BPC Admin, update the REGION property of Entity dimension for the BASE members that roll-up to those 3 Parent level
members. Change the value in for each Base member to be the same as the Description for the Parent it rolls up to in PARENTH1.
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Now for example lets say you change the description of E01 to Americas & E02 to EMEA.
If you want the Webi report to also use those descriptions (and not the ones shown above) change the Base Members REGION property to match the
change. So in this example you would change the members whose region shows North America to Americas. Change the ones who show Europe to EMEA.
1.9.2 Update to Product Dimension
This step is only necessary in the following instance:
You want the Base member products to roll-up to something other thanProduct A, Product B, Product C
Similar to with Entities change the Product Group Properties of the Base members to what you want them to roll up.
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This step is only necessary in the following instance:
You want the Base member products to roll-up to something other thanProduct A, Product B, Product C
Similar to with Entities change the Product Group Properties of the Base members to what you want them to roll up.
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1.9.3 Update the Total Level Descriptions in the Webi Report
Because Webi without using BEx cant retrieve E00 & P00 the top level members of the Entity & Product dimensions instead on the report they are displayed as
local Report Totals that add up the amounts in the columns & rows. To update the descriptions to match what you changed the descriptions of E00 & P00 in the
BPC Admin Console you need to update the totals on the Webi Report.
Open BOE in the Favorites folder on the Desktop.
SDC
System: cldvmxwi00221:6400
Login demoadm/sbo123
ClickDocuments
Click Folders
ExpandPublic Folders
SDC
Expand folder EPM
Click folder - BPCEPM10_PL
Click report Product Analysis Sales Revenue BPC
Right click onProduct Analysis Sales Revenue BPC chooseModify
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Click Ok
Click the row total description.
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Change the description to whatever you made the description of E00 in the
Entity dimension in BPC Admin Console.
Click the green checkbox
If you changed the top level of the Product dimension P00 follow the same procedure to update the column total.
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Save the report.
You have now completed updating the report.
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2. APPENDIX
UPDATES
26 Jun 2013
28 Jun 2013
14 Aug 2013
23 Aug 2013
27 Aug 2013
24 Sep 2013
30 Oct 2013
12 Mar 2014
16 Apr 2014
10 Jun 2014
12 Jun 2014
Script & Instructions for Lean Demo Showrooms (LSRs)
Updated for MOBI v5
Updates for LSR v3 BI moved from 59 server to 221 server
Updated download link for EPM Unwired
Added CMC steps to CR reports customization
Corrected login ID for BOE
Updated Port #s after change to VPN
Updated for BPC v10.1
Updated for EPM Unwired v3.1
Added BI Connection in EPM Unwired to LSRs
Corrected port #s for EPM Unwired