Goals

  • Report in the Excel Interface of the EPM add-in.
  • Report in the Web Client.
  • Use business process flows for reporting.

Audience

  • Application Consultant
  • Business Process Owner / Team Lead / Power User
  • Program / Project Manager

Prerequisites

Essential

  • Experience with Excel

Recommended

  • Experience with OLAP products

Course based on software release

  • BPC 10.1 NW Standard Model SP5
  • SAP BW 7.4 SPS10
  • HANA SPS9
  • EPM add-in SP21
  • Design Studio 1.4
  • Analysis for Office 1.4.9

Content

  • Overview of SAP Business Planning and Consolidation
    • Introducing SAP Business Planning and Consolidation
    • Using the Microsoft Excel Interface of the EPM Add-In
    • Connecting and Configuring the Microsoft Excel Interface of the EPM Add-In
  • Basic Report Building in Microsoft Excel
    • Creating Reports with the EPM Report Editor
    • Using the Member Selector
    • Sorting, Filtering, and Ranking Data
    • Using Read Only, Member Names, and Insertion Filtering
    • Using Account Types and the Measures Dimension
    • Using Member Recognition
    • Using Local Members in a Plan Actual Variance Analysis
  • Enhancements to Microsoft Excel Reports
    • Linking Reports
    • Formatting Reports
    • Reporting on Multiple Sources
    • Reporting by Using Axis Sharing
    • Generating Worksheets
    • Analyzing Data with Time Dependent Hierarchies
  • Report Functions
    • Creating Cell-Based Reports with Functions
    • Creating Cell-Based Reports with Advanced Functions
    • Using the EPMOlapMemberO Function
    • Executing VBA and API Functions
  • Delivered Templates
    • Using Delivered Templates
    • Creating Reports Using Best Practices
  • Everest Data Range Exchange (EvDRE) Reports
    • Comparing EvDRE to EPM Reports
    • Migrating EvDRE Templates
  • Distribution and Collection of Input Schedules
    • Configuring Distribution and Collection
    • Distributing and Collecting Workbooks
    • Comments in SAP Business Planning and Consolidation
    • Describing the Comment Functionality in SAP Business Planning and Consolidation
    • Entering Comments with the EPM Ribbon
    • Managing Comment Data
  • The EPM Add-in Planning Functions
    • Using The Spread, Trend, and Weight Planning Functions
    • Using Disaggregation
  • Business Process Flows (BPFs)
    • Positioning Business Process Flows (BPFs)
    • Using Reporting Business Process Flows (BPFs)
  • Web Interface in SAP Business Planning and Consolidation
    • Navigating in the Web Interface
    • Creating Web Reports, Input Forms, and Workspaces
    • Publishing Books
  • Drill Through
    • Positioning Drill Through
    • Creating Drill Through for Web Sites
    • Creating a Drill Through for BW Queries
    • Creating Drill Through for SAP ERP
  • Microsoft Word and Microsoft PowerPoint Reports with Live Data
    • Creating Reports with Microsoft Word and Microsoft PowerPoint
  • Dashboards
    • Creating a Dashboard