This action might not be possible to undo. Are you sure you want to continue?
06/17/2011 Amol Palekar Edmund Manrique (TekLink Intl.)
[ JUERGEN LINDNER
SAP POINT OF CONTACT MEMBER SINCE: 1998
[ LINDA WILSON
ASUG INSTALLATION MEMBER MEMBER SINCE: 1999
[ ATUL PATANKAR
ASUG INSTALLATION MEMBER MEMBER SINCE: 2000
[ Learning Points
Implementing drill-down Spend Performance Reporting with SAP BOBJ Driver based planning using SAP BusinessObjects Dashboards (Xcelsius) on top of SAP BPC – NW 7.5 Leveraging a free SAP BPC Starter Kit for Cost and Expense Planning (SKCEP demo)
Real Experience. Real Advantage.
IMPLEMENTING SPEND PERFORMANCE REPORTING
Real Experience. Real Advantage.
000+ employees Business Challenge • The company was undergoing a standard Procurement reporting project in SAP ECC • Currently. design and development of the KPI and Spend Analytics Dashboard project • Drill down functionality from SAP Business Objects Dashboards (Xcelsius) dashboards to WebI was proposed so as to cater to the various reporting consumers across Business Benefits Procurement • View overall purchasing activity. business blueprint. they had minimum visibility to: • Vendor spend • Revenue loss/gain due to untimely payments • Procurement cycle time • PO delivery aging. as opposed to a big bang approach so that lessons learned could be leveraged • SAP Business Objects Dashboards (Xcelsius) Dashboards were integrated seamlessly into the SAP Enterprise Portal (common reporting interface across the enterprise) Real Experience. material type and/or MRP controller • Monitor inventory accuracy • View excess inventory • View inventory aging • Monitor inventory accuracy • Monitor stock room response time Accounts Payable • Analyze invoice growth rate • Show trend of automated process in order to increase them • Monitor timing of AP process all levels • TekLink led a 2-phase project to implement the 24 KPIs. which lasted 9 months. including quality • Align strategic procurement for price negotiation/contract development • Manage contract growth rate • View savings due to cost reduction Spend • Rank vendors and commodities by spend • Identify savings due to timely payments • Identify savings lost due to untimely payment • Manage spend .$$ of PO based invoices compared to total invoices $$ • View overall spend by company code • Monitor plant spend Inventory • Analyze inventory growth rate by plant.4 Bn  • Employee base of 20.[ Customer Case Study Company Overview • A public company in the utilities industry • Annual Revenues of $ 12. including value and aging • Perform vendor performance analysis. Real Advantage. etc… • Unavailability of uniform Procurement/Spend KPIs across the organization • No single point of access for the Procurement related KPIs What We Did? • TekLink participated in workshops. 4 .
5 . Real Advantage. Type • Inventory by Mat.[ Requirements Spend Performance KPIs Procurement (1) • Contracts • Contract Usage • Vendor View • Strategic Buyer Report • Supplier Quality Defects • Procurement Cost Savings Procurement (2) • Purchase Order Overview • PO Delivery Aging • Open Requisitions • Procurement Cycle Time • Vendor Ranking by PO Spend • Overall Spend by CC • Vendor Ranking by Spend • Commodity Ranking • Vendor Ranking by Transaction Volume Inventory • Inventory Growth • Inventory by Mat. Planner • Inventory Accuracy • Excess Inventory Accounts Payable • Invoice Growth Rate • Vendor Discounts • Managed Spend Real Experience.
[ Solution Overview – Procurement KPIs (1) Real Experience. 6 . Real Advantage.
7 . Real Advantage.[ Solution Overview – Procurement KPIs (2) Real Experience.
Real Advantage. 8 .[ Solution Overview – Spend KPIs (1) Real Experience.
[ Solution Overview – Spend KPIs (2) Real Experience. 9 . Real Advantage.
10 .[ Accounts Payable Real Experience. Real Advantage.
[ Solution Overview – Inventory KPIs Real Experience. Real Advantage. 11 .
Real Advantage.0 EhP1 SP5 with ABAP and Java stack OLTP Source Systems Real Experience. 12 .[ Solution: Technical Overview SAP NetWeaver Enterprise Portal SAP BOBJ Dashboards (Xcelsius) 2008 SP2 BICS Connectivity Drilldown with openDocument () BEx Query (Aggregated) WebI Report SAP BW InfoCubes ETL BEx Query (Detailed) NW 7.
Real Advantage. 13 .[ Lessons Learnt/ Best Practices “A good dashboard fits on a single screen” Define actionable dashboard screens Use separate BEx queries for dashboard display and detailed drilldown Ensure that the variables used in the BEx Query always return valid default value Define all the calculations in the query itself Use CUID to link the drilldown report from dashboard Real Experience.
[ VISUAL DRIVER BASED PLANNING USING SAP BOBJ DASHBOARDS (XCELSIUS) AND BPC-NW 7. 14 . Real Advantage.5 Real Experience.
15 . The budgeting / forecasting process is an exercise in guesswork with little fundamental foundation where spending is not related to sales forecasts or operational activities. Real Experience. Real Advantage.[ Driver Based Planning – The Problem Traditional Budgets/Forecasts take a long time to develop and are often outdated as soon as they are complete. The finance department responsible for forecasts received from managers has no way to judge reasonableness or to communicate the logic used when creating a plan. Spreadsheet based or account based budgets and forecasts do not deliver financial analysts or business people useful accurate information.
Benefits of Driver based planning: Rapid flexible creation of rolling forecasts More accurate forecasts Easier to understand and communicate forecast results Easier to analyze variances to the forecast at their root cause Real Experience.[ Driver Based Planning – The Solution Driver-based planning. Real Advantage. 16 . the best practice methodology for creating financial plans based on specific “drivers” that impact results.
Real Advantage.[ Driver Based Planning – Example (simplified) Snowfall • Colorado • Utah •… Ski Sales • Premium Skis • Retail Skis • Premium Bindings Binding/Boot • Premium Boots Sales • • Distribution • • Costs # shipments Freight Costs Handling Costs Warehouse Salaries … Real Experience. 17 .
[ Demo Real Experience. Real Advantage. .
[ SAP BOBJ Dashboards – BPC Integration BOE CMS can provide single sign-on to BPC from the SAP Business Objects Dashboards (Xcelsius) Model SAP Business Objects Dashboards (Xcelsius) Models can be used inside of or external to BPC. when used in BPC the Model will inherit Current View as filters to the dashboard Real Experience. Real Advantage. 19 Source – SAP EPM Connector User Guide .
BPC Integration EPM Connector Options EPM Connector for Xcelsius enables Xcelsius dashboards to: Retrieve data using Analyzer report Enter and save data using Analyzer report Display Business Process Flows – Shows information for user logged on Display Current View – Uses CV from BPC web.[ SAP BOBJ Dashboards . 20 . (even in office) Display Application Sets – User Specific based on authorization. Real Advantage. Display dimension members – Gets dimension members user is authorized for. Display Applications – Displays list of applications within appset user is authorized to see. Real Experience. (Could be used to generate cost center dropdown for example) Display text from content library – Retrieves TXT file data from content library.
Real Advantage.5 ODBO Provider SAP BusinessObjects Extended Analytics Analyzer SP05 or higher SAP Business Objects Dashboards (Xcelsius) 2008 Support Pack 2 or higher BPC Data Grid Add On For Xcelsius (recommended) Web Server Microsoft Visual C++ 2005 SP1 Redistributable Package (x86).[ SAP BOBJ Dashboards .BPC Integration Steps to Connect Client Install BPC 7. Microsoft Visual C++ 2005 Service Pack 1 Redistributable Package ATL Security Update Configure the XMLA provider. 21 .xml files to allow flash to access data from URL’s in the same DNS domain (see documentation) Real Experience. Configure crossdomain.
Add BPC Data Grid (or other visualization component to display results. Use the “=GetReportDefinition()” syntax and put this in an Excel Cell. 4.[ Building SAP BOBJ Dashboards Model (1) Read Data 1. Add Data Refresh Button. 3. EPM connector will not refresh on load. 7. 6. Real Experience. Bind the Connection to the =GetReportDefinition() cell. Real Advantage. 22 . Create connection using EPM Connector 5. From Xcelsius use Analyzer to retrieve BPC data 2. Copy data and “Paste Values” to remove Analyzer formulas.
3. Update BPC Data Grid to allow input or modify model to allow input. Real Advantage. Rejected counts are displayed 5.[ Building SAP BOBJ Dashboards Model (2) Write Data 1. Accepted. 23 . Bind the Connection to the =GetReportDefinition() cell. Select 3 cells in a column where Submitted. Select a cell where messages are displayed Real Experience. Create a new data connection using operation type “Enter and Save data using Analyzer Report” 2. 4.
SAP BOBJ Dashboards (Xcelsius) will inherit the current view for any dimension not in header or body of analyzer report. Current view will be inherited from BPC Web for any dimension not in the Analyzer report. (Note – You cannot publish a SWF in office 2007. (BOBJ Widgets etc) In all cases BPC security remains in effect Real Experience. Publish as SWF to any application that supports SWF files. 24 . XLS. Real Advantage.[ Publishing Options Publish as SWF in PPT. PDF. Publish to BPC Web – Same as Office. Word. you must save as 97-2003) Publish to BPC Office – If you publish to BPC office.
0 Enable Live-Office Integration When submitting data. Blank values will generate an error. even if the values have not changed. all data is submitted. Real Experience.[ Best Practices / Lessons Learned Fully Qualify Analyzer Query if you plan to use outside of BPC Add Filter Values for all Dimensions within the Query SAP BOBJ Dashboards (Xcelsius) Version – SWF Deployment Issue in 3. You must submit 0s. Real Advantage. You cannot submit blank values. 25 .
[ STARTER KIT FOR COST AND EXPENSE PLANNING (SKCEP) Real Experience. 26 . Real Advantage.
[ What is SKCEP? SAP has been aggressively building a set of industry and cross-industry content to help accelerate SAP Business Planning and Consolidation Projects SAP IFRS Starter Kit SAP Planning & Consolidation for Banking SAP Planning & Consolidation for Health Care SAP Planning & Consolidation for Public Sector SAP Sales and Operations Planning RDS (Rapid Deployment Solutions) SAP Starter Kit for Cost and Expense Planning Real Experience. Real Advantage. 27 .
. and Resources Implementation Efforts Significantly Reduced Through Pre-built Integration: Pre-defined cost center and profit center accounting data models and mappings Pre-built data management packages to load data from SAP ERP and SAP NetWeaver® BW Closed-loop SAP ERP integration via data management packages to load data back into SAP ERP and drill-through reporting integration Reporting and analysis integration with SAP NetWeaver BW via data management packages to load data back into SAP NetWeaver BW Embedded integration with Cost Center Accounting via Excel-based planning and version copy Real Experience. Real Advantage. Cost.[ Save Time.
one-click buttons to enable the business to own and understand their own data loads Offline planning capabilities Built-in functions to spread. .[ Accelerate Deployment and Adoption Ease-of-use for greater business self-service Visual layout and easy. Real Advantage. weight and trend values Starter Kit Excel Ribbon functions to further facilitate planning and improve performance: Save Data Refresh Data Expand Hierarchy Collapse Hierarchy Forecast Expenses Lock/Unlock Cells. Columns and Rows Copy Rows Copy Columns Top-Down Distribute Equally On existing ratios Real Experience.
Real Advantage.[ Visual Design for Data Load Management Real Experience. .
[ One-Click EASY Data Loads Real Experience. . Real Advantage.
Real Advantage. .[ Excel Ribbon to Facilitate User Experience Real Experience.
rate determination and allocation methodologies Enable rolling re-forecasting and hierarchical formats Process control with versioning. Real Advantage. forecast. work status definitions.[ Enable New Business Scenarios & Use Cases More flexibility in defining processes. business process flows (BPFs) and distribution and collection functionality Real Experience. . customer and channel views to costs and expense planning Enable integration with operational planning processes and non-financial models Enable global views of data such as activity prices across cost centers and controlling areas Define custom calculation models and business rules such as average pricing. data and models Combine data from any source at any level of detail in your planning layouts Reference market. history or benchmarks in input schedules Add product.
6. 5. 3. statistical and averaging methods) The use of hierarchy-based distribution keys in addition to time-based distribution keys as well as new distribution methods not found in CO Locking and unlocking of cells. 4. Real Advantage. The ability to specify reference data for comparison and copy functions to initialize a plan: For annual planning reference can be prior year plan or actuals For re-forecasting reference can be current plan year 2. The ability to reforecast based up updated actuals and forecasting functions (such as trend.[ Use Case of SAP BPC Value Proposition • • Cost and expense planning input schedule functions and features: 1. spread. weights. rows and columns to prevent data changes either manually or after distributions and calculations Dynamic data groupings for navigation ease and performance Drill through to SAP ERP Real Experience. .
[ DEMO Real Experience. . Real Advantage.
Real Advantage.palekar@tli-usa.[ Questions? How to contact us: Amol Palekar amol.com Edmund Manrique edmund.manrique@tli-usa. .com Real Experience.
Real Advantage.[ Thank you. . ] 37 Real Experience.
This action might not be possible to undo. Are you sure you want to continue?
We've moved you to where you read on your other device.
Get the full title to continue reading from where you left off, or restart the preview.