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SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform Detailed Solution Slides

Detailed solution slides For End Users

At a glance status of all standard processes with business process flows

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Anticipate the future with dynamic forecasting

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Business process flows ensure consistency and minimize training

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Consistency for the annual budget process

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Consistency for the annual budget process

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SAP BusinessObjects Planning and Consolidation for Excel

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Dynamic report templates aid productivity

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Increased confidence in statutory and management reporting


Meets all statutory, regulatory and financial reporting requirements
GAAP IFRS IAS FASB

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Powerful drill-down capabilities to aid decision making

Drill down the hierarchy of application/slice of InfoCube

Formulas preserved as users drill down


Allows for summary and detail view Same report/input schedules can be surfaced to different levels in organization Allows drilldown to transaction details

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Drilldown drill from summary to detail


Formulas preserved

Drill task

Charts expanded

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Drill down to products

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Drill down to billing details

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Comprehensive planning functions help reduce the planning cycle


Actionable functions

Data management functions


Facilitates actions such as drill through to other reports or views

Copy copies data from source to destination Clear clears data in the cube Move moves data from source to destination Custom can create custom function, e.g., top-down allocation

Expansion functions

Allows dynamic expansion of data

Text functions

Returns text strings for display

Value functions

To send values to or receive values from databases

Modeling functions

Spread spreads a value evenly or based on weights Trend takes a value and grows the same by a factor

Weight allocates amounts by weighted factors

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Built-in financial intelligence to aid productivity


Accounts, rate, currency dimensions to support financial intelligence Multi-currency support and FX translations Financial reporting applications

Sub-table dimensions for tracking opening, addition, deletions, transfers, and closing balances especially for asset/liability accounts Pre-defined ratio analysis functions built as rules

Powerful properties that enable financial intelligence

Account types expense, income, asset, liabilities, or equity Scaling options for amounts

Profitability analysis, liquidity analysis, activity and efficiency analysis, capital structure analysis ratios

Different exchange rate types for different accounts


FINSTMT for distinguishing income statement vs. Balance sheet Currency for entity type dimension

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Publishing and distribution to aid communication


Supports books of reports using book templates Distributes input schedules to defined set of users Distributes schedules and collection of data in offline mode Enables offline planning Manages distribution lists through distribution templates

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Predefined planning business process flows aid productivity


Strategic planning Budgeting


Multi-currency budgeting processes Sales and revenue planning Capital expenditure planning Workforce planning Expense budgeting Line item details Budgeted financial statement reports

Forecasting

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Business process flows ensure consistency and minimize training

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Forecast schedule

Dynamically anticipate the future

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Forecast schedule
Spread data

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Forecast schedule
Refresh

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Back-to-business process flow

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Report version comparison

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Publish

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Variance analysis from PowerPoint

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Appendix

Detailed solution slides For Administrators

Business User Owned And Managed

Easy administration

Explorer view of administration environment Context sensitive Action Pane Familiar concept of Save As Embedded Excel Wizard-driven interfaces Extensible security administration Guided, flexible environment for authoring schedules Easy troubleshooting Automated audit trail Robust data manager

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Context sensitive action pane

For dimensions

For applications

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Embedded Excel administration

Members and property definition is made easy through Excel interface/picking up from library
Users can copy/paste from Excel spreadsheets or manually enter information

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Wizard-driven interfaces

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Extensible security and administration

Leverage Microsoft Windows user accounts


Ability to assign teams Task profiles can be created and mapped to teams Security can be assigned at different levels from application set to member level Wizard-driven security administration

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Guided task interface

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Easy troubleshooting

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Automated audit trail

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Robust data manager

Data manager packages defined and scheduled Task pane facilitates actions to manage data Easy loading of flat files Intuitive error logging and troubleshooting

Powerful ETL capabilities to load data from multiple sources

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Data transformations

Allow you to map external data to internal SAP BusinessObjects Planning and Consolidation data structures Are performed by setting up at least two Excel files:

Transformation file Conversion file

Specify which package to run, and which transformation and conversion files define your data transformations

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Transformation files

Allow application administrators to set up rules for reading data from an external source and putting it in the proper form for your SAP BusinessObjects Planning and Consolidation system Are Excel files that contain one worksheet named Instructions

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ASCII import file formats

The source file for a data import can be a text file containing delimited strings

Each field represents the name of a dimension member

The source file can be in either of two formats:

Fixed - allows a first row defining the name and position of all dimensions

Fixed

Variable - allows the user to define the name and position of the dimensions using multiple lines beginning with an asterisk (*)

Variable

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Conversion files

Define the mapping from external to internal member names Provide the ability to perform arithmetic and rounding on data Can contain one or more worksheets for different types of data transformations

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Thank you!

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