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SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver
business-users-functions
 
Business Objects Planning and Consolidation 7.5, version for SAP NetWeaver

SAP Business Objects Planning and Consolidation, version for SAP NetWeaver is a robust Planning and Consolidation Application offering a series of solutions in the area of Enterprise Performance Management fulfilling the Planning, Budgeting, Forecasting and Reporting requirements also enabling Legal and Management Consolidation. Business Objects Planning and Consolidation is an Online Analytical Processing System providing technology-enabled Business Solutions that help an Organization monitor and track performance.

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Business Scenario

Planning, Budgeting, Forecasting and Consolidation processes revolve around Data. Data forms the core of any Planning and Consolidation process. Data primarily resides in Dimensions and Applications. Modeling of Data takes place in the BPC Administration Module by defining Dimensions with properties and Applications of a specific type. Administration Module also handles the tasks associated with the configuration of Security, Work Status, Business Rules and logic files associated with Application. BPC is built around Microsoft tools such as Word, PowerPoint and Excel. Reporting and Data Management of Applications are performed via the BPC for Excel client.

This Document demonstrates an end-to-end scenario of the necessary tasks to be performed in the Administration module to configure a simple currency translation using "Currency Conversion' Business Rules which involves Creation of Dimensions, Applications, Configuration of Member Access Profile, Setting up Dimension properties and members, Configuration of Business Rule and Validations of the Script logic file associated with Currency Conversion Rules. This end-to-end Document also deals with the Data Management and Reporting tasks executed via the intuitive Interface, BPC for Excel.

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Overview of Contents of the Document:
  • BPC Administration Module
    • Logon to BPC Admin Interface
    • BPC Administration Tasks
    • BPC Administration Web mode
  • Dimensions
    • Dimension Property
    • Dimension Members
    • Dimension Management
  • BPC Application
    • Application Types
  • Currency Translation using the "Currency Conversion" Business Rule
    • Setting up of Dimensions and its properties in Admin Console
    • Configuration of Finance and Rate Application in Admin Console
    • Configuration of "Currency Conversion" Business Rule
  • Configuration of Member Access Profile
  • BPC for Excel.
  • RATE Application - Reporting & Data Management
    • Load Exchange Rates into RATE Application
    • Create Report to verify Exchange Rates loaded into RATE Application
    • Build Input Schedule to maintain Exchange Rates
  • Finance Application - Reporting & Data Management
    • Maintain Conversion Files for Dimensions
    • Maintain Transformation for Data File
    • Non Interactive Currency Conversion of Data
    • Interactive Currency Conversion of Data
    • Enabling Macros for Action Buttons inserted in Reports
  • Reporting
    • Build Report using delivered Dynamic Templates
    • Drill Down options
    • Advanced Formatting
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BPC Administration Module
 
Logon to BPC Admin Interface
 
1. Select the Planning and Consolidation administration Client.
Select the Planning and Consolidation administration Client
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2. Select the Connection Wizard.
Connection Wizard
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3. Connection Wizard guides through the process of connecting to the Business Objects Planning and Consolidation Server by following a series of steps in which the connection parameters and login credentials are entered. Enter the Server name and click "Next".
Connection Wizard guides through the process of connecting to the Business Objects Planning and Consolidation Server by following a series of steps in which the connection parameters and login credentials are entered. Enter the Server name and click NEXT
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4. Enter the BPC login credentials and click "Next".
Enter the BPC login credentials and click Next
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5. Connection Wizard lets the User login to a different Application Sets and to choose a Default Application Set. A different Application Set can be chosen by clicking the dropdown which lists all the available Application Sets. Choose the Default Application Set.
Connection Wizard lets the User login to a different Application Sets and to choose a Default Application Set
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6. Connection Wizard displays a summary of the connection to be established with the Application Server. Click "Finish".
Finish
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7. Click "OK".
Click Ok
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8. Click "OK".
Click Ok
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9. This will open the Business Objects Planning and Consolidation Administration. Administration module allows the Administrators to perform the Setup and Maintenance of Business Objects Planning and Consolidation Application.
the Business Objects Planning and Consolidation Administration
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BPC Admin Console has three sections.
  • Tree list of BPC objects/components on the left. BPC objects are Applications, Dimension Library and Security.
  • Metadata Information of the object/component selected from the tree list is displayed in the middle section.
  • Action Pane is on the right. The content of the Action Pane is determined by the selections made from the tree list of objects/components.
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BPC ADMINISTRATION TASKS

BPC Administration Tasks associated with the Setup and Management of Applications falls in to the following two categories:

  • Admin Console Tasks
  • Web Admin Tasks
Admin Console Tasks:
 
1. Manage Application Sets.

Highlight the name of the Application Set.

Application Set
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The Action Pane lists the set of Tasks associated with the Application Set Management.

The Action Pane lists the set of Tasks associated with the Application Set Management
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Manage Applications

Select Application from the tree list of objects/components.

Application
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Action Pane displays the list of Tasks associated with the Application Management.

Application Management
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Highlight the Dimension Library. Dimension Library is a repository of all the available Dimensions within the Applications Set.

Dimension Library
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Action Pane lists the set of Tasks associated with Dimensions Management.

Action Pane lists the set of Tasks associated with Dimensions Management
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Manage Work Status

Work States are Codes defined which refer to the actual state of data such as "Submitted", "Locked" in an Application along with method of update (such as DM, JRN, MAN, COMM, DOCS) used to update the Application.. Work State Codes are defined at the Application Set Level.

Work Status provides ability to lock "slice" of data in an Application defined by an intersection of Dimension members.

Managing Work Status involves specifying who can make changes to the Data and who can change the Work State on a Data set. Users can use Work State Code to apply Label to a "slice" of Data defined by an intersection of Dimension Members and lock its Data for Review, Approval and so on.

Manage Business Rules

Business Rules are parameter driven table based logic which provide the flexibility to customize certain delivered functions to meet business needs. Business Rules are predefined calculations or Functions delivered with Business Objects Planning and Consolidation.

 
Manage Security

Security has to be configured per Application Set. Users belong to groups called Teams. Profiles are created and assigned to Teams.

Profiles can be assigned directly to a User or to Teams which contain a group of Users. There are Task Profiles and Member Access Profiles.

 
Task Profile:

Task Profile determines what kind of activities a User or a Team can perform in BPC.

 
Member Access Profile:

Member Access Profile determines Applications and Dimension Members where a User or a Team has Read, Write or Deny access to a specific region of data within the Application.

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BPC Administration Web mode:
 
Launch the Business Objects Planning and Consolidation from the browser using the URL http://< servername >/osoft.
Launch the Business Objects Planning and Consolidation from the browser using the URL
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From the Launch Page, choose Administration to log into the Administration Module where both the BPC Admin and Web Admin Tasks can be performed. BPC Admin is launched in web mode.
BPC Admin
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The tasks listed under the Administration Console can be performed either in the BPC Admin Interface via the Web Admin Interface.
Web Admin Interface
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Web Admin Tasks:

Web Admin Tasks can be performed only in BPC Administration Web mode.

  • Set AppSet Parameters
  • Set Application Parameters
  • Manage Document Types
  • Manage Document Subtypes
  • Manage Activity Audit
  • Manage Data Audit
DIMENSIONS:

An Application Set consists of a set of Dimensions under the Dimension Library. Dimensions may be shared across Applications within the Application Set.

A Dimension holds master data. Dimension types are used to organize data within Application based on the type of information involved.

Web Admin Tasks can be performed only in BPC Administration Web mode.

  • Set AppSet Parameters
  • Set Application Parameters
  • Manage Document Types
  • Manage Document Subtypes
  • Manage Activity Audit
  • Manage Data Audit
Dimension Property:

There are three types of Dimension Properties

  • Required Properties - Each Dimension of a specific Dimension Type has certain Required Properties. Dimension Type determines the default properties that are required for a Dimension. Properties such as EVDESCRIPTION, ACCTYPE, RATETYPE and SCALING are required for every Account Type Dimension.
  • User Defined Properties - Properties that are maintained from the Admin Console for specific business needs.

    There are three types of Dimension Properties
  • Hidden Properties - Properties that are not displayed within the BPC Admin Client but are generated by the system such as 'CALC' property. 'CALC' property can be seen in the BPC for Excel Interface.
Properties of Dimensions can be used to filter data based on specific property values in
  • Member Lookup.
  • Data Manager Selections.
  • Script Logic and Business Rules.
  • Reporting.
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Dimension Members:
 
Flat Structure

Flat Dimensions have a common grouping of members.

The Members of the following Category Type Dimension has a flat structure.

Flat Structure
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Hierarchical Structure

The Members of Time Dimension have a parent, child and sibling relationship. Members are arranged in a hierarchical order.

Hierarchical Dimensions have natural "roll ups" thereby showing a structure as well as implied additions at the parent level.

Hierarchical Structure
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Dimension Management
 
Creating Dimension:

To create a new Dimension, highlight the Dimension Library from the tree list. Highlighting the Dimension Library will list the set of Tasks associated with Dimension Management in the Action Pane. The content of the Action Pane changes based on the selections made in the Navigation Pane of the Admin Console. When a particular Dimension is chosen in the Navigation pane, the tasks associated with that particular Dimension such as Maintain Dimension Property, Maintain Dimension Member are displayed in the Admin Console. The Admin Console is context sensitive and its contents are based on the selection of object from the Navigation Pane.

1. Click "Add a new Dimension" from the Action Pane.
Add a new Dimension
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2. Specify a Dimension name and provide description for the Dimension.
Dimension name
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3. Choose the Dimension Type from the dropdown list. InputCurrency Dimension is chosen as a Reference Dimension for the Entity type Dimension.

Members of the Currency property of Entity Dimension are validated against the Members of the ID property of the InputCurrency Dimension.
Dimension Type
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4. Click "Add a New Dimension" to add a new Dimension to the Dimension Library of the Application Set.
Add a New Dimension
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Reference Dimension:

Entity Type Dimension F_ENTITY has InputCurrency Dimension as a Reference Dimension. Here the members of the Property 'Currency' of the Entity type Dimension are validated against the Dimension Member IDs of the InputCurrency Dimension. Member of 'Currency' property of Entity Dimension should be a valid member of the Currency Type Dimension, InputCurrency.

 
Dimension
Type
Reference Dimension
Type
Property of the Referencing
Dimension
Property of the Referenced Dimension
CATEGORY TIME YEAR YEAR
ACCOUNT ACCOUNT RATETYPE ID
ENTITY INPUTCURRENCY CURRENCY ID
INTERCOMPANY ENTITY ENTITY ID
 
Click "OK".
 Click Ok
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  • Copy Dimension:
    Copy an existing Dimension within the Dimension Library of the Application Set.
  • Modify Dimension:
    Modify Dimension Task gives the option to modify the description of an existing Dimension and the Reference Dimension. Dimension Type cannot be modified.
  • Process Dimension:
    Processing a Dimension validates the Hierarchies associated with the Dimension members and validates the Dimension formulas if any.
    Processing a Dimension updates the member values to the BW server.
  • Delete Dimension:
    A Dimension can be deleted from the Application Set using Delete Dimension. However deleting a Dimension which is used by an Application is not possible.
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BPC APPLICATION:

BPC Application is a unit which serves a specific purpose. Application stores the Transaction Data and the Data is described by the Dimension members.

Each Application serves a specific purpose and supports one or more segments of overall Planning or Consolidation process.BPC Application is defined by set of Dimensions from the Dimension Library and the Dimension Members of these Dimensions describe the Transaction Data stored in the Application.

BPC Application must have four mandatory Dimensions such as Category, Account, Entity and Time Type Dimension.

Required Dimensions in any BPC Applications

  • CATEGORY Type Dimension
  • ACCOUNT Type Dimension
  • ENTITY Type Dimension
  • TIME Type Dimension
Application Types:

There are two types of Applications in BPC.

  • Reporting Application
    • Generic
    • Financial
    • Consolidation
  • Non-Reporting Application
    • Generic
    • Rate
    • Ownership

Business Rules are not available for Non-Reporting type Applications.

Two Applications are delivered with the default Appshell.

  • PLANNING
  • RATE
PLANNING Application.

PLANNING is a Reporting type Financial Application which has RATE Application as a Reference Application. RATE is a Non-Reporting type Rate Application.

RATE Application:

RATE Application is a supporting Application of type Non-Reporting Rate which is used to store the exchange rates and is used as a Reference Application to Applications that require Multi-Currency Conversion.

RATE Application is used to capture and manage the Exchange Rates associated with different currencies.

Multiple Reporting Financial or Consolidation Applications can reference to the same Rate Application or each Reporting Financial or Consolidation Application can have its own Rate Application.

Currency Translation using "Currency Conversion" Business Rules

Multi-National Organizations with business units spread across geographical locations around the globe have the necessity of Data translation from Local Currencies to Reporting Currencies for Management and External Reporting purposes.

Each entity spread across the globe has its own Local Currency which is also the Reporting Currency for Internal Reporting purposes.

Business Objects Planning and Consolidation supports the Data Translation from Local Currency to multiple Reporting Currencies or Group Currencies.

Currency Translation process starts with the setting up of the necessary Dimensions and their Properties and Members. Configuring the required Dimensions and populating the Business Rule table with the necessary parameters to define the Currency Conversion process provides the Built-In Intelligence to perform Currency Translation.

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Dimensions required in Application for performing Currency Conversion
 
Finance Application:

Finance Application contains finance data. The finance data requires data translation from Local Currency to multiple Reporting Currencies. Finance Application has RATE Application as Reference Application.

Following Dimensions are considered mandatory for performing Currency Translation of Data in the Finance Application.

  • Category - Category Dimension
  • F_ACCT - Account Type Dimension
  • F_ENTITY - Entity Type Dimension
  • Time - Time Type Dimension
  • RptCurrency - Currency Type Dimension
Note: Application Set should contain a Currency Type Dimension.
 
RATE Application:

RATE Application stores the Exchange Rates associated with different currencies. Exchange Rates can be loaded to RATE Application using Data Manager Packages or can be manually maintained via Input Schedules.

Following Dimensions are considered mandatory in the RATE Application:

  • Catergory - Category Type Dimension
  • R_ACCT - Account Type Dimension
  • R_Entity - Entity Type Dimension
  • Time - Time Type Dimension
  • InputCurrency - Currency Type Dimension
Configuring the Required Dimensions

Configuring the Dimension involves setting up the properties and members of the Dimension which provide built-in intelligence for performing multi reporting currency conversion of data.

Category Dimension:

Category Dimension defines the type of data or the version of data in the system. Category and Time Dimensions are shared by both the Finance Application and the Rate Application.

Category Dimension

Properties to be maintained for Category Dimension:

  • CATEGORY_FOR_OPE
  • FX_DIFFERENCE_ONLY
  • FX_SOURCE_CATEGORY
  • OPENING_PERIOD
  • OPENING_YEAR
  • RATE_CATEGORY
  • RATE_PERIOD
  • RATE_YEAR
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1. To maintain the property for Category Dimension, click "Maintain Dimension Property" from Category Dimension Tasks.
Maintain Dimension Property
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Maintain Dimension Property
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2. Category Dimension is delivered with the Default Appshell. Since Category Dimension is an existing Dimension, click "Modify Dimension Property" to update the newly added properties into BI server.
Modify Dimension Property
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3. Properties maintained for the Category Dimension are updated to the backend BI server. Click "OK".
OK
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Category Dimension Members:
 
1. To maintain members for the Category Dimension, click "Maintain dimension members" from the Action Pane.
Maintain dimension members
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Dimension member sheet is contained in an Excel worksheet. Members of the Category Dimension are manually maintained in the worksheet.
Dimension member sheet is contained in an Excel worksheet. Members of the Category Dimension are manually maintained in the worksheet
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2. Click "Process Dimension" from the Dimension Tasks of the Action Pane.
Process Dimension
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Processing a Dimension performs the following series of actions
  • Hierarchies if present in the members of Dimension are validated.
  • Member values maintained in the Property columns are updated to the backend BI system.
  • Version of Dimension members are updated by invalidating the Server Cache.
  • Formulas defined for Dimensions members are validated.
1. Select the Category Dimension for which user defined properties have been added.
Category

Multiple Dimensions can be selected for processing. The option "Process members from member sheet" can be unchecked if the members are already saved to server using the option "Save to Server" from the Action Pane after maintaining the Dimension members.

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2. System displays the successful completion of the task after processing the Dimension. Click "OK".
Ok
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Time Dimension:

Time Dimension defines the unit of Time for the BPC Application. Time Dimension has a hierarchical structure which defines the aggregation of the units in the Dimension.

Each BPC Application can have only one Time Dimension. Time Dimension is mandatory in any BPC Application.

Appshell is delivered with a Time Dimension.

Properties:

  • YEAR - Contains the year corresponding to Time Dimension ID.
  • PERIOD - Contains the period corresponding to Time Dimension ID.
  • TIMEID - TIMEID is an important property required for Currency translation process. System uses TIMEID property to lookup for Rates from Rate Application.
  • MONTHNUM - This property takes the numerical value of the month.
 
Time Dimension Members:

Time Dimension members are maintained for in the Dimension member sheet. After maintaining the members choose "Process Dimension" from the Action Pane to reflect the updates made to the Time Dimension members into the BI system.

Process Dimension
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InputCurrency Dimension:

InputCurrency Dimension is a Currency Type Dimension. InputCurrency Dimension is a mandatory Dimension in the Rate Application.

InputCurrency Dimension is delivered with the Appshell.

InputCurrency Dimension has all the available currencies corresponding to entities as Dimension members. InputCurrency Dimension is a reference Dimension to Entity Dimension meaning the currency member of a particular entity should be a valid member of the InputCurrency Dimension.

The property MD of the InputCurrency Dimension indicates the relationship between each of the currency members and the base currency. It can take one of the two values M or D.

 
InputCurrency Dimension Members

Maintain the value "Y" for the property 'Reporting' corresponding to the currencies USD and EUR which are used for Reporting.

Reporting
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Account Dimension - RATE Application

Account Type Dimension is a mandatory Dimension in any BPC Application. Each Application can have only one Account Type Dimension

R_ACCT is the Account type Dimension of the RATE Application. R_ACCT Dimension is delivered with the Apshell.

The properties ID, EVDESCRIPTION, RATETYPE and ACCTYPE are required properties for any Account Type Dimensions.

Account Dimension Members
Account Dimension Members
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Account Dimension - Finance Application

Members of the Account Dimension have a hierarchical structure defined. RATETYPE property is a driving field controlling the Currency Conversion Business Rule to apply to a given account based on the value of the RATETYPE property of the particular account. The value of the RATETYPE property must be a valid member of the Account Dimension of RATE Application.

Account Dimension - Finance Application
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Entity Dimension - RATE Application

R_Entity is the Entity type Dimension of the RATE Application. R_Entity is delivered with the Appshell.

Entity Dimension Member

R_Entity Dimension is limited to one dummy member named GLOBAL.

R_Entity Dimension is limited to one dummy member named GLOBAL
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Entity Dimension - Finance Application

Maintain members for the Entity Type Dimension. Members of the Currency property are the local currencies corresponding to each individual entity. These members should be valid ID's of the InputCurrency Dimension.

Maintain members for the Entity Type Dimension. Members of the Currency property are the local currencies corresponding to each individual entity. These members should be valid ID's of the InputCurrency Dimension.
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RptCurrency Dimension:

RptCurrency is mandatory Dimension in the Finance Application which holds the finance data that require translation to multiple Reporting Currencies.

 
RptCurrency Dimension Members

Member 'Y' should be maintained for 'Reporting' property corresponding to the Reporting Currencies. The property 'Currency_Type' has a value 'R' for Reporting Currencies and a value 'L' for Local Currencies.

Member 'Y' should be maintained for 'Reporting' property corresponding to the Reporting Currencies. The property 'Currency_Type' has a value 'R' for Reporting Currencies and a value 'L' for Local Currencies
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Configuration of Finance and Rate Application in Admin Console

Finance Application is a Reporting Type Financial Application. Finance Application has the default RATE Application delivered with the Appshell as the Reference Application.

Finance Application.
  • Category - Category Type Dimension
  • Time - Time Type Dimension
  • F_ACCT - Account Type Dimension
  • F_ENTITY - Entity Type Dimension
  • RptCurrency - Currency Type Dimension
Note: Application Set should contain at least one Currency Type Dimension.
 
RATE Application:

The Exchange Rates required for performing Currency Conversion on the Transaction Data of the Finance Application are maintained in the RATE Application which is a supporting Application. RATE application should always include a Currency Type Dimension to store the Exchange Rates associated with different currencies.

  • Category - Category Type Dimension
  • Time - Time Type Dimension
  • R_Entity - Entity Type Dimension
  • R_ACCT - Account Type Dimension
  • InputCurrency - Currency Type Dimension.
 
Create New Application
 
1. To create a new Application, highlight the Application on the left hand side tree list of available objects in the Application Set and then choose Add a new application.
Application
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2. Specify the Application name and provide a description for the Application.
Application name,description
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3. Select the Application type. Choose Reporting type Financial Application and then click "Go to Step 3 of 4".
Financial
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4. Select the Source Application from the dropdown. All Reporting Financial and Consolidation Applications containing finance data that require Translation to multiple Reporting Currencies must reference a Rate Application. Select the Rate Application which will contain the Exchange Rates.
Rate Application  
Choosing the "Currency Conversion" rules in Application Option when adding a new Application will create the Business Rules.
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5. Click "Add a New Application".
Add a New Application
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Dimensions of the source Application are added to the newly created Application by default.
Dimensions of the source Application are added to the newly created Application by default
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Dimensions from the Dimension Library are available as Shared Dimensions. Choose the necessary Dimensions from the Shared Dimensions column and move them using the arrow keys to the Application Dimensions column.
Dimensions from the Dimension Library are available as Shared Dimensions. Choose the necessary Dimensions from the Shared Dimensions column and move them using the arrow keys to the Application Dimensions column
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Assigning the Dimensions to Application makes the master data from those Dimensions available in the Application.
Assigning the Dimensions to Application makes the master data from those Dimensions available in the Application
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Dimensions are secured at the Application level.

When the Dimensions Category and F_ENTITY (Entity Type Dimension) are flagged as "Secured", "Authorization Objects" are created for these Dimensions. Read / Write / deny access is controlled for the "Secured" Dimensions in the Member Access Profile.

Securing the Entity Dimension allows the control of which User or Team has the read / write / deny access to which member (a particular entity in an organizational structure) of the Entity Dimension. Similarly securing the Category Dimension allows the control of which User or Team has read / write / deny access to which version of data within the Application.

Configuration of "Currency Conversion" Business Rules
 
Currency Conversion Rules were enabled during the creation of the Finance Application. Choose "Currency Conversion" under the Business Rules section of the Finance Application.
Currency Conversion
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Business Rule tables are configured from the Admin Console.

Business Rule table has so many columns which are populated with the appropriate parameters to perform Currency Conversion.The first olumn Account Rate type is populated with the values from RATETYPE property of Account dimension which specifies the type of Exchange Rate to be applied for a particular account. Source Flow and Destination Flow columns are used to specify the movement type to post the converted values against. Destination account column is used to specify the target account to which the converted data should be posted. Apply to periodic option is checked in order to apply the Currency Conversion rule to data stored in YTD format.

A simple currency conversion Rule is configured in Admin Console with the Rate type AVG by populating the Business Rule table.
A simple currency conversion Rule is configured in Admin Console with the Rate type AVG by populating the Business Rule table
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FXTRANS.LGF is the logic file associated with the "Currency Conversion" Business Rule for performing Currency translation.
FXTRANS.LGF
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Members of the Currency Dimension are hardcoded to the Reporting Currencies USD and EUR in the Script Logic.
USD and EUR
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Click "Validate and Save" from the Action Pane.
Validate and Save
  • Script Logic File is an .LGF file. Upon the validation of the .LGF file, an .LGX file is created.
  • .LGX file is an executable version of the .LGF file.
    System displays an information message upon the successful completion of the task. Click "OK"
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Validate and Save
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Choose "DEFAULT.LGF" from the tree list of objects.
DEFAULT.LGF
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DEFAULT.LGF

DEFAULT.LGF is a Logic File used frequently in Business Objects Planning and Consolidation. The Logic Files included in the DEFAULT.LGF using "INCLUDE" statement or the logic directly included in DEFAULT.LGF are executed in real-time under three scenarios

  • DEFAULT.LGF is executed via Data Manager Packages which provide the option to run the Default Logic file when Importing Data to an Application.
  • DEFAULT.LGF is executed on every Write-Back to Application via Input Schedules.
  • DEFAULT.LGF is executed when posting data to an Application through Journals.
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'INCLUDE' statement is used to include the "Currency Conversion" script logic file in DEFAULT.LGF.
Currency Conversion

Currency Conversion Business Rules Tables and Script logic files have been configured in the BPC Admin Interface. Currency translation of the Transaction Data of Finance Application can be performed in the BPC Excel Interface by executing the "FXTRANS.LGF" through the appropriate Data Manager Package.

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Configuration of Member Access Profile

Finance Application has both "Secured" and "Unsecured" Dimensions. All Users or Teams can access the members of the unsecured Dimension.

Member Access Profile are used to control which User or Team can perform a Read or Write operation on which region and version of Data within a BPC Application.

To grant read / write / deny access to the secured Dimension members of the newly created Application, highlight the profile FULL_MBR under the Member Access Profile.

Secured

Action Pane lists the Tasks associated with the Management of Member Access Profiles.

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Click "Modify member access profile".
Modify member access profile

Member Access Profile should be modified to grant read/ write/ or deny access to the "Secured" Dimensions of the newly created Finance Application. After defining the Member Access Profile the Profile has to be assigned to Users or Teams.

Member Access Profiles have to be configured per Application Set. They determine the Application and Dimension members where an End User has Access rights to a region of data within the Application.

The Wizard helps to configure Member Access Profile to grant Access for Applications and Dimension members at Application Set through a series of steps.

Member Access Profile

Define the Access for the Category Dimension which is "Secured". Choose the Access and select the Dimension from the dropdown list which displays the "Secured" Dimensions of the Application.

Secured

Click the tab on the right hand side to open the Member Lookup for the Category Dimension.

From the Member Lookup of the Category Dimension, select the members of Dimensions to which access should be granted.

Here Read & Write access is granted for All Members which implies that the Member Access Profile grants Read & Write access to all versions of Data within the Application.

Users with this Member Access Profile can Read and Write the Actual, Plan and Forecast version of Data that resides in the Application.

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Check the option "All members in dimension" and click "OK".
All members in dimension
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Read & Write Access is defined for all members of the Category and Entity Type Dimension.

This Member Access Profile lets Users or Teams to whom the Member Access Profile is assigned to perform Read & Write operations on all entities or regions of data within the Application.

If a specific entity member is chosen in the Member Lookup of the Entity Dimension, then Read and Write Access is granted for only that particular region of Data within the Application.

Read & Write access is provided for All Members of the Category and F_ENTITY Dimension. Click "Next".
Next

The third step in configuring the Member Access Profile is to select the Users or Teams and Assign the Member Access Profile to the chosen Users or Teams.

Here there is one user 'BPCUSERxxx' and one team 'Admin' Team. The Member Access Profile is assigned to 'BPCUSERxxx' in the domain.

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Select the Users or Teams from the dropdown list and use the arrow keys to move the User or Team to the selected column. Click "Next"
Next
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The Wizard displays a summary of the Access granted to Applications and Dimension Members under the Member Access Profile named FULL_MBR. Click "Apply" to update the FULL_MBR Member Access Profile.
Apply
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A message box is displayed to inform the successful completion of the task of modifying the Member Access Profile.
A message box is displayed to inform the successful completion of the task of modifying the Member Access Profile
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BPC for Excel

Business Objects Planning and Consolidation is built around Microsoft Office tools such as Microsoft Word, Microsoft PowerPoint and Microsoft Excel.

BPC for Excel Interface is built on Microsoft Excel which offers an Intuitive Interface. Business Users primarily access BPC through the Excel Interface. Reporting and Data Management activities are performed in the Excel Interface.

 
1. To logon to Excel Interface from the BPC Admin Interface click "Interface for Excel" from the Available Interfaces of the Action Pane.
Interface for Excel
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2. Select the Application from the dropdown list. Choose "OK".
OK
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3. After entering the logon credentials, click "Finish".
Finish
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RATE Application - Reporting & Data Management
 
Load Exchange Rates into RATE Application.

Data Management and Reporting activities related to RATE Application are performed in the BPC for Excel Interface. To perform currency translation of the finance data to multiple reporting currencies, it is necessary to load the exchange rates associated with currencies of the entities present in the Finance Application.

Data Management of RATE Application:
 
1. Click "Manage Data" from the Available Task Categories of the Action Pane.
Manage Data
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2. Click "Upload data file" from the Manage Data Options of Action Pane.
Upload data file  
 
Before Importing Data File, the Data File must be uploaded to Data Manager Data File's folder on the Server.
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3. Click "Preview data file" from the Action Pane.
Preview data file  
 
Data File uploaded to the Data Files folder can be previewed using "Preview data file" option.
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4. Select Data type as "Delimited" and select the delimiter as "COMMA".
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5. Click "Run Package". From the Data Manager window, choose the package "Import Transaction Data" and then click "Run" to run the Package.
Run Package
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Run Package
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To view the status of the "Import Transaction Data" Package, click "View Package Status".
View Package Status
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To view the status of the "Import Transaction Data" Package, click "View Package Status".
Import Transaction Data
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The Package Status is "Completed".
Completed
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Create Report to verify Exchange Rates loaded into RATE Application

Reports are used to retrieve and display the data from the database into an Excel Interface.Reports are used for the data retrieval and Analysis of the retrieved data.Multidimensional Analysis of the data can be performed by setting up the Dimension Members using Member Selector for Dimensions in the Current View of the Action Pane.

1. Click "Reporting & Analysis" from the Action Pane.
Reporting & Analysis
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2. Click "Open a blank Workbook".
Open a blank Workbook
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3. Choose cell A1 and type "=evdre()". Press Enter.
evdre()

EvDRE function has two required parameters and one optional parameter.
EvDRE(AppName, Key Range, Expand Range)
AppName is the name of the Application from which to retrieve or send data.

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Features of EvDRE function

EvDRE (Data Range Exchange) function is used to generate Reports and Input Schedules with Optimal Performance. By accepting cell ranges as parameters, EvDRE workbooks are faster to upload and download because there are no send or retrieve functions in the data cells.

EvDRE is bidirectional since EvDRE can be used to build Reports which retrieve Data from the database and can also be used to build Input Schedules to make Data entries into the Application in database.

EvDRE can be used to build Static Reports (without expansions) or Dynamic Reports (with expansions)

Reports can also be built using EvGET or EvGTS functions. These functions retrieve Data from the database. EvSEND function can be used to Send Data to the Database. If there is a Data Range of 5*4 (5 rows and 4 columns), EVDRE requires a single query whereas EvSND, EvGTS and EvGET functions require 20 queries (one query for each cell in the data range).

Advantages of EvDRE over EvSEND, EvGET
  • EvDRE combines and extends the functionality of EvSEND and EvGET functions.
  • EvDRE is fast and powerful.
  • EvDRE provides greater Performance Enhancement with nested rows/columns.
  • EvDRE = 1 Query. Passes Share Query Engine one query per cell based function
  • Shared Query Engine (SQE) evaluates EvDRE as a single, range-based query whereas EvSEND, EvGET, EvGTS are evaluated as Multiple Queries.
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4. EvDRE Builder let's build a query by choosing appropriate Dimensions into the Rows and Columns of the query using the arrow keys. Click "OK".
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4. EvDRE Builder let's build a query by choosing appropriate Dimensions into the Rows and Columns of the query using the arrow keys. Click "OK".
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EvDRE Builder

EvDRE Builder is a query building tool that allows to quickly creating Reports and Input Schedules by selecting the necessary Dimensions in to the Rows and Columns along with report details.

Control Panel is divided into two parts

  • Page Members & Formatting
  • EVDRE Ranges and Expansion

EVDRE Expansion has several functions. One interesting feature of the EVDRE Expansion is the MemberSet.

MemberSet describes if a node, its sub-nodes, leaves shall be seen or only the leaves without sub-nodes in case of Dimensions with hierarchical structure and describes the members in case of a Dimension with a Flat structure.

Default Report created using EVDRE Builder has two expansions. One expansion in the Row using Time Dimension and another expansion in Column using Account Dimension and MemberSet is SELF, DEP.

5. A report is built with Dimension members from the Current View. Click the "+" to view the Control Panel.
Dimension members from the Current View
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6. Control Panel has two sections. They are Ranges and Expansion. Choose the Dimension Members to be displayed in the Report by making selections in MemberSet of Control Panel.
Control Panel has two sections
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Build Input Schedule to maintain Exchange Rates

Input Schedules are built to send Data to the database. Data entry to the database is performed via Input Schedules.

Data can be entered in cells only for base members of the Dimension. The values of the parent members are calculated automatically upon Data Input to the database.

1. To create an Input Schedule, Click on "Data Input" from the Action Pane.
Data Input
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2. Click "Open a blank workbook" from the Data Input Options of the Action Pane.
Open a blank workbook
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3. Choose cell A1 and type "=evdre ()". Press "Enter".
evdre ()
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4. Click "Refresh Workbook".
Refresh Workbook
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5. EvDRE Builder is a query building tool which allows creating Reports and Input Schedules by selecting the necessary Dimensions in to the Rows and Columns along with other report details. Click "OK".
OK
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6. Input Schedule is generated using the EvDRE Builder. The Schedule has InputCurrency and Account Dimension in the Row and the Time Dimension in the Column. Click the "+" sign to enter the Control Panel.
Input Schedule is generated using the EvDRE Builder
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7. EVDRE: OK is a Status Message displayed if there are no errors.
EVDRE: OK

MemberSet selections made in the Control Panel describe the Members of the Dimension to be displayed in the report or input schedule.

MemberSet is used to describe the node, its sub-nodes and leaves that can be seen or the leaves without the sub-nodes in case of Dimensions with hierarchical structure.

MemberSet selections:

  • Member ID (hardcoded Member ID's with delimiter)
  • Flag (keywords such as SELF, BAS, DEP, BASMEMBERS etc.)
  • Filter (Filters based on Properties of Dimensions)
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8. Click "Expand all". This expands the data content based members defined in MemberSet parameter.
Expand all
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9. Select the option "Clear input" and then choose "OK".
Clear input
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Exchange Rates associated with different currencies are maintained via the Input Schedule. Data entries can only be made for the Base Members of the Dimension.
Exchange Rates associated with different currencies are maintained via the Input Schedule
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Click on "Send and Refresh Schedule" to save the data entries made in the schedules to the database
Send and Refresh Schedule  
 
"Send and Refresh Schedule" option is enabled only for Input Schedules
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Choose "Active worksheet" in the Send Option. Click "Refresh"
Active worksheet
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Click "Yes".
Yes
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To save the Input Schedule in My Schedules folder, select "Save My Schedule".
Save My Schedule  
 
Input Schedules can be saved locally in "My Schedule" folder.
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To Save the Input Schedule Template in the Server, choose "Save Dynamic Templates" from eTools.
Save Dynamic Templates  
 
Input Schedule created for maintaining Currency Exchange rates in RAT E Application can be saved as Templates on the server using the option "Save Dynamic Templates"
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Save the Input Schedule in the "WIZARD" folder under the team "COMPANY" in the Serve
COMPANY
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Finance Application - Reporting & Data Management
 
1. Select "Finance" Application
Finance
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2. Click "Manage Data" from the Available Task Categories of the Action Pane
Manage Data
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3. Click "Upload data file" from the Manage Data Options of Action Pane
Upload data file
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Select the location of the Data file. Select the Destination file under the Data Manager "DATAFILES" folder. Click "OK".
DATAFILES
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4. Click "Preview data file" from the Action Pane.
Preview data file
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5. Select the Data File that has been uploaded to the "DATAFILES" folder of the server. Click "OK"
DATAFILES
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6. Select the Data type as "Delimited" from the Data Preview window.
Delimited
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7. Select Data type as "Delimited" and select the delimiter as "COMMA".
Delimited
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8. Select delimiter as "COMMA". Click "Open".
COMMA

Asset Account members and Time members coming from the External system has a different format compared to the internal format of members of Account and Time Dimensions within BPC Application. Account 'BS00211' corresponds to 'AA00211' in BPC Account Dimension. Time '1010' corresponds to 'OCT.2010', which represents the internal format of Time Dimension member in BPC. Mapping of the External format of field members to internal format of Dimension members is performed in Conversion files.

BPC has an Account Based model with a single key figure. SignedData values represent the value associated with each Account.

Also, BPC is Case Sensitive. 'ACTUAL' and 'Actual' are considered as two different members. It is necessary to ensure that the Case of the field members of external file matches the Case of the Dimension members of BPC Application.

COMMA

Headers of the Data file from the external system should be mapped to the Dimension names of the BPC Application in the *Mapping section of Transformation file.

If the Field names are same as the Dimension names of BPC Application, mapping is not needed.

COMMA
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DATA CONVERSIONS

Conversion Files define the mapping by Dimensions from external member names to internal member names within BPC. Conversion file can contain one or more sheets for different types of Transformation. Arithmetic operations and rounding of SignedData can also be performed on the input data in Conversion files.

Maintain Conversion File for Account Dimension
 
1. From the Action Pane, click on "Manage Data".
2. From the Action Pane, click on "Maintain Conversions".
Manage Data
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3. From the Action Pane, click on "Create new conversion".
Create new conversion

Conversion File workbook is created automatically with columns "EXTERNAL","INTERNAL" and "FORMULA".

EXTERNAL - Format of the Dimension Member data coming from external systems.

INTERNAL - Format of the Dimension Member data within BPC.

Format of the external Dimension Member data from the source is mapped to the internal format of the Dimension Member data within BPC.

FORMULA - Formulas for the transactional Measures from the external systems.

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4. Default sheet name is "CONVERSION" in the workbook opened for maintaining conversion mapping.
CONVERSION

Fixed list of members in external format can be mapped to internal format. In case of complex mapping, wildcards and formulas are used.

Conversion file can contain one or more worksheets for different types of transformations.

A conversion file is created for the Account Type Dimension, F_ACCT.

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5. The field member names from the external flat file are mapped to the Dimension member IDs of the Asset Account members of the BPC Application.
The field member names from the external flat file are mapped to the Dimension member IDs of the Asset Account members of the BPC Application.
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6. From the Conversion Maintenance Options of the Action Pane, click on "Validate and save conversion definitions".
From the Conversion Maintenance Options of the Action Pane, click on

During the validation of the Conversion file, the system checks and ensures that the inputs from the external file are known to the system. After performing the check, the Conversion file is saved in the "CONVERSIONFILES" folder of the team "COMPANY".

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Maintain Conversion File for Time Dimension.
 
1. Field member names from the external file are mapped to the Dimension member names of Time Dimension within BPC.
Field member names from the external file are mapped to the Dimension member names of Time Dimension within BPC.
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2. Next step after maintaining Conversion File is to Validate and save conversion definitions.
Next step after maintaining Conversion File is to Validate and save conversion definitions.

ACCOUNT1.xls is a Conversion file maintained for Account type Dimension.

TIME1.xls is a Conversion file maintained for Time Dimension.

3. The Conversion files are saved under the "CONVERSIONFILES" folder of the team "COMPANY".
Next step after maintaining Conversion File is to Validate and save conversion definitions.
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TRANSFORMATION FILES:
 
1. From the Manage Data Options of the Action Pane, click on "Maintain Transformations".
From the Manage Data Options of the Action Pane, click on
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2. From the Transformation Maintenance Options of the Action Pane, choose "Create new transformation".
From the Transformation Maintenance Options of the Action Pane, choose
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Transformation files:

Rules necessary for the successful import of the master data or transaction data from the external source to Business Planning and Consolidation are setup in the Transformation files. Transformation files are Excel files with one worksheet.

Transformation file has three sections.

  • OPTIONS
  • MAPPING
  • CONVERSION
*MAPPING

Mapping section is a place to define the mappings of the field names of the flat file to the Dimension names of the BPC Application.

*CONVERSION

Conversion files associated with the Dimensions are listed in the CONVERSION section of the Transformation file.

Syntax to associate a Dimension with a conversion file Dimension Name = ConversionFilename.xls [! ConversionSheetname]

3. Define the mapping of the Field names of Data file to Dimension names in the *MAPPING section. List the Dimensions with its associated Conversion files in the *CONVERSION section.
mapping-conversion.
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4. Click "Validate and save transformation definitions" from the Transformation Maintenance Options of Action Pane.
Validate and save transformation definitions
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5. Transformation File is saved in a subfolder created under "TRANSFORMATIONFILES" in the team "COMPANY".
Transformation File is saved in a subfolder created under TRANSFORMATIONFILES in the team COMPANY
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Validating a Transformation File against a Data File
 
1. Select the option "Validate transformation definition" from Transformation Maintenance Options of Action Pane to validate the Transformation file against the Data File.
2. Select the Data type as "Transaction data from flat file" from the dropdown and then click the folder icon.
Validate transformation definition
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3. Select the uploaded data file from the "DATAFILES" folder of team "COMPANY". Click "Open".
Validate transformation definition
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4. Click "Save" to validate and save the Transformation file.
Click Save to validate and save the Transformation file
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5. Validate Status window displays the status of the Validation process.
Validate Status window displays the status of the Validation process.
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6. Status log displays the successful completion of the Validation of Transformation file against Data file.
Status log displays the successful completion of the Validation of Transformation file against Data file
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7. Select the option "Output file" to view the Output file after applying the Transformation to the Input Data file.
Validate transformation definition
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Non Interactive Currency Conversion

Currency Translation of the Finance Data into multiple reporting currencies is performed while loading Data into Finance Application on the entire Data without the option to choose a region of Data.

1. Click "Run Package" to open the Data Manager packages window.
Run Package
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2. Select the "Import Transaction data" package from the Package Group "Data Management".
Import Transaction data
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3. Select the uploaded Data file and Transformation file from the server. Choose the option "Yes" to run the Default logic after importing data. Click "Next".
uploaded Data

When "Import Transaction Data" package is run, it reads the Transformation file ( which has a pointer to Conversion file) and maps the data from external system to the internal format within Business Objects Planning and Consolidation.

Default logic includes a call to the FXTRANS.LGF which has the Script logic associated with the "Currency Conversion" to perform the Currency translation of the finance data.

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4. Click "Finish".
Finish
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5. System displays a message when the package is running. Click "OK".
display massage
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6. Click the icon on top left corner to view the status of the package.
icon on top left corner
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7. Click the Detail icon or the "Detail" tab to view the detail log associated with the package.
Detail
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8. Click "Cancel".
Cancel
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9. Click "Reporting & Analysis" from the Action Pane to verify the finance data converted into Reporting Currencies.
Reporting & Analysis
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10. Click "Open a blank workbook" from the Action Pane.
Open a blank workbook
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11. Type "=EVDRE ()" in Cell A1 and then press Enter.
Cell A1 and then press Enter
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12. Click "Refresh Workbook".
Refresh Workbook
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13. EvDRE builder let's build a query by choosing the Dimension from the Available dimensions into the columns and rows using the arrow keys. Click "OK" to generate the Report.
EvDRE builder
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14. A Report is generated with a Member Selection "SELF, DEP" of Dimension Members captured from the Current View of Application from Action Pane. Click "+" to view the Control Panel.
view the Control Panel
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15. Control Panel has RANGE section and EXPANSION section. Member Selection in the MemberSet of the Dimensions are SELF, DEP.

SELF Dimension Member from the Current view of Application.
DEP - Sub nodes or child Members of the Dimension Member in Current View.

view the Control Panel
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16. In the MemberSet of F_ACCT, choose BASEMEMBERS from the dropdown.
MemberSet
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17. For each of the Dimensions in the Row and Column, make the MemberSet selection. Click "Expand all".
Expand all

SELF - The flag 'SELF' will fetch into Report the Dimension Member from the Current View.
LC, USD, EUR Members of the RptCurrency Dimension is hardcoded directly in the MemberSet selection with 'comma' delimiter.
BASEMEMBERS - The keyword or flag 'BASEMEMBERS' will fetch into Report all the Base members of the F_ACCT Dimension.

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18. Report has all the Base members of Account Dimension in the Row. Column has 2010.OCT from the Current View with 'SELF' from MemberSet selection. Three columns are generated for each of the RptCurrency member's hardcoded in MemberSet selection.
Report has all the Base members of Account Dimension in the Row.
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19. Columns of the Report display the transaction data corresponding to asset accounts in local currency, US Dollar and Euro for the entity 'Canada' chosen in Current View.
Columns of the Report display the transaction data corresponding to asset accounts in local currency, US Dollar and Euro for the entity 'Canada' chosen in Current View.
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Interactive Currency Conversion

Interactive Currency Conversion is performed using the "Currency Conversion" Data Manager package from the Financial Processes package group which prompts to choose the region/slice of data from an Application. Interactive Currency Conversion is performed on Demand Basis on Application Data that has been loaded already to an Application.

1. Click "Run Package".
Run Package
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2. Select "Import Transaction data" from package list and then click "Run".
Import Transaction data
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3. Select the Data file and Transformation file. Choose the option to "Replace & Clear" the data that has been loaded to the 'Finance' Application. Select the option "No" to not run the Default logic after importing data. Click "Next".
Select the Data file and Transformation file
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4. Click "Finish".
Finish
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5."Import Transaction Data" is completed successfully.
Import Transaction Data
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5. A Report has been generated using EvDRE to verify the data loaded to 'Finance' Application.
Finance
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6. From the Package Group, select "Financial Process".
Financial Process
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7. Select "Currency Conversion" package and then click "Run".
Currency Conversion

The "Currency Conversion" process executes "FXTRANS.LGF" advanced rule to perform the Currency Conversion of the 'Finance' Application data.

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8. The Package prompts to choose the Entity, Category, RptCurrency and Time Dimension members. Click the folder icon to choose the Dimension members.
The Package prompts to choose the Entity, Category, RptCurrency and Time Dimension members
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9. Select the Entities whose financial data in local currencies has to be translated in to Reporting Currencies. Make the selections and then click "OK".
Select the Entities whose financial data in local currencies has to be translated in to Reporting Currencies
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10. After making the selections in the prompts, click "Next".
After making the selections in the prompts, click Next
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11. Choose the option "Run now" and then click "Finish".
Run now and Finish
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12. View the Package Status to check the status of the package.
View the Package Status to check the status of the package
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13. View the Detail log to view the details. Click "Cancel".
View the Package Status to check the status of the package

Detail log has a Package log and a Formula log.

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14. After running the "Currency Conversion" package, click "Expand all".
View the Detail log to view the details

Detail log has a Package log and a Formula log.

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15. Data in the Finance Application is translated from Local Currency in to the Reporting Currencies USD and EUR.
Run Package
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Enabling Macros for Action Buttons inserted in Reports
 
Insert Action Buttons in the Report

Action Buttons can be inserted in the Reports and SAP delivered Macros can be assigned to the button to perform a specific action on the click of the button. Enabling macros for the Action Buttons added to the Reports lets the users run the FXRestatement Package from within the Report on the imported Transaction data on demand.

Import Transaction Data to the BPC Application without running the Default Logic and using the option "Replace and Clear data values".

1. Build a Report using the EvDRE builder.
EvDRE builder
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2. Choose the Developer tab and select the Button control from Insert.
Button control from Insert
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3. Insert Button in the Report. A pop up window opens immediately which lets assign macro to the Button. Choose New.
Insert Button in the Report
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4. Include the command 'Application.Run "MNU_EDATA_SELECTPACKAGE", "CURRENCY CONVERSION", "/CPMB/FX_RESTATEMENT", "COMPANY", "Financial Process"'.
Include the command
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5. Change 'Button5' to 'Conversion'
Conversion

MNU_EDATA_SELECTPACKAGE is a menu command used to open a specific Data Manager package.

Syntax: MNU_EDATA_SELECTPACKAGE (< package name >,< package file path >,< team name >,< package group >)

6. Assign the Macro 'Conversion_click' to Button5. Click "OK".
Conversion_click
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7. Add another Button to the Report.
8. Edit the text of the Button to "Expand" and assign the menu command MNU_ETOOLS_EXPAND to the button.

MNU_ETOOLS_EXPAND expands all dynamic expansions and refreshes.

MNU_ETOOLS_EXPAND expands all dynamic expansions and refreshes
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9. Add a Button to the Report and assign the macro MNU_ETOOLS_MEMBERSELECTOR_E. Edit the text of the Button to "Entity".

MNU_ETOOLS_MEMBERSELECTOR_E is a menu command which is used to open the Member Lookup for the Entity type Dimension. This macro when assigned to a Button lets open the Member Lookup for the Entity Dimension from within the Report on the click of the Button.

MNU_ETOOLS_MEMBERSELECTOR_E
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10. Three Action buttons are added to the Report with Macro assigned to each of them.
Three Action buttons are added to the Report with Macro assigned to each of them
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11. Click the Button with text "Perform Conversion". This opens the Data Manager package "Currency Conversion" of the Package Group "Financial Process".
Perform Conversion
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12. Click "Finish".
Finish
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13. Choose "OK".
ok
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14. Click "Expand" button from the Report.
Expand
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15. To choose another Entity, click on button with text "ENTITY" which will open the Member Selector from within the Report for the Entity Dimension without entering the Action Pane.
 
Reporting
 
Build a Report using Dynamic Template

Business Objects Planning and Consolidation offers a set of predefined Dynamic Templates & Reports. The delivered templates can be customized by making changes in the Control Panel and saving them as Custom Templates locally or in BPC server. The template version should be updated via the Application Set task "Set template version" after making any change to the Templates.

1. Click "Build a report using a dynamic template" from the Reporting & Analysis Options of Action Pane.
Build a report using a dynamic template
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2. Select the Report template "Drill in Place" from the Report Wizard. Click "Open".
Drill in Place

Report Wizard Dynamic templates delivered for Reports in BPC. Each of Report template in the Report Template has a title, a legend, a bitmap icon and an xlt file for Report itself.

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3. A report is built with the Dimension members from Current View of the Application using the delivered template "Drill in Place". Click "OK" and then click "+" to view the control panel.
Drill in Place
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4. Customization is performed via the Control Panel. Entity Dimension is in the Row and Time Dimension in column.
Customization is performed via the Control Panel
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5. Select Account Dimension in the row of the Report from the dropdown list of available dimensions.
Select Account Dimension in the row of the Report from the dropdown list of available dimensions
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6. Account forms the row of the Report and Time forms the column of the Report.
Account forms the row of the Report and Time forms the column of the Report
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7. Click "Expand all".
Expand all
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8. Drill Down from the parent member to the child member can be performed by double clicking the parent member or by clicking the option "Drill Down" from Cell Tasks of Action Pane.
Drill Down
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9. Report with drill down from parent node 'Non Current Assets' to sub nodes and base members of the hierarchy of Asset Accounts.
Non Current Assets
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10. Report is saved via "Save Dynamic Templates" on the BPC server.
Save Dynamic Templates
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11. Report is saved in Wizard folder of COMPANY on the BPC server. Template1.xlt to Template10.xlt in Wizard folder is the dynamic templates delivered for reports in BPC.
Report is saved in Wizard folder of COMPANY

A library of dynamic Report and Input Schedule templates are stored on the BPC server. These templates are provided to reduce the initial setup time for building Reports & Input Schedules.

Drill Down

Drill Down option enables the drill down from Parent nodes to base members based on the hierarchical relation existing between the members of the Dimension.

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1. Create a simple report on the Finance Application.
Create a simple report on the Finance Application
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2. Select "Workbook Options" to set the Drill Down options for Reports.
Workbook Options
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3. Choose the option "Expand by inserting new rows" and then click "OK".
Expand by inserting new rows
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4. Select "Yes".
4. Select Yes
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5. Drill Down operation can be performed either by double clicking on the Dimension member in the report or by clicking on "Drill Down" option of Cell Tasks from the Action Pane.
Drill Down operation can be performed either by double clicking on the Dimension member in the report or by clicking on Drill Down option of Cell Tasks from the Action Pane.
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6. After performing the Drill Down on the nodes and sub-nodes of the Members of the Account Dimension.
After performing the Drill Down on the nodes and sub-nodes of the Members of the Account Dimension
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Formatting

Advanced Format section in built by defining a Format Range and using specific Format Commands which form Format Instruction.

1. To perform Advanced Formatting, choose the option "Allow Formatting" in the EvDRE Builder.
Allow Formatting
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Format Instructions in the Format Range:

Format Range is made up of six required columns.

  • CRITERIA
  • EVALUATE IN
  • FORMAT
  • USE
  • PARAMETERS
  • APPLY TO

Format Instructions are defined within the Format Range. A format Instruction is defined in a single row across six columns which form the required columns of the Format Range. Format Range is controlled by the Range set in the "Format Range" option of the Ranges in the Control Panel.

Multiple rows of Formatting Instructions are defined in the Format Range using multiple Format Instructions. EvDRE applies the Format Instructions to the Reports or Input Schedules generated in a sequence specified in the Format Range.

2. Report with Default Formatting.
Report with Default Formatting
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3. Hide rows 12 and 13.
Hide rows 12 and 13
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4. Format Range has the Cell Range which contains the Formatting Instructions.
Format Range has the Cell Range which contains the Formatting Instructions
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5. Default Format Instructions
Default Format Instructions
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6. Delete the Format Instructions.
Delete the Format Instructions
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7. Select Entire row and then click "OK".
Select Entire row and then click OK
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8. The Format Range changes automatically after the deletion of the Default Format Instructions.
The Format Range changes automatically after the deletion of the Default Format Instructions
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9. Change the Format Range to include a range which will contain the new Format Instructions.
Change the Format Range to include a range which will contain the new Format Instructions
 

We hope you had enjoyed our demo , please contact us for the remaining part of  this demo

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