SAP BPC

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BPC410

SAP BusinessObjects Planning

and Consolidation, version for the

Microsoft Platform: Administration

SAP BusinessObjects - Financial Performance Management

Course Outline

Course Version: 97

Course Duration: 3 Day(s) Publication Date: 06-06-2013 Publication Time: 1132

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BPC410 Contents

Course Overview

This is the administration course for SAP BusinessObjects Planning and Consolidation, version for Microsoft. In this course, you learn how to set up and manage your Planning and Consolidation components as an administrator.

Target Audience

This course is intended for the following audiences: • Application Administrators

• Application Consultants • Pre-Sales Consultants • Project Leaders

• Project Team Members

• All those who want to familiarize themselves with SAP BusinessObjects Planning and Consolidation, version for Microsoft

Course Prerequisites

Required Knowledge

• Experience with financial applications and systems • Experience with Microsoft Excel

Recommended Knowledge • Planning experience

Course Goals

This course will prepare the participant to:

• Work as an SAP BusinessObjects Planning and Consolidation application administrator

Course Objectives

After completing this course, the participant will be able to: • Execute reports and input forms from templates • Create structures in your environment

• Use the Data Manager to process data • Work with business logic

• Manage security settings • Configure work status

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BPC410 Course Overview

• Design business process flows • Set up journals

• Use variance analysis

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BPC410 Course Outline

Unit 1

Introduction to SAP BusinessObjects

Planning and Consolidation

Unit Overview

This unit includes information about the components and features of SAP BusinessObjects Planning and Consolidation, the Excel interface of the EPM add-in, and project implementation guidelines.

Lesson: Introducing the Benefits, the Interfaces,

and the Components

Lesson Objectives

After completing this lesson, the participant will be able to: • Explain the key terms

• Discuss the benefits of SAP BusinessObjects Planning and Consolidation • Describe the components

• Identify the most important features of SAP BusinessObjects Plan-ning and Consolidation

Lesson: Introducing the Excel Interface of the EPM add-in

After completing this lesson, the participant will be able to: • Create an EPM add-in connection

• Describe the features of the EPM add-in ribbon

• Define default values for dimensions with the EPM Context Bar • Build a simple report

Lesson: Using The Web Client

After completing this lesson, the participant will be able to: • Describe the Home tab

• Use the built-in screens

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Lesson: Implementing SAP BusinessObjects

Planning and Consolidation

After completing this lesson, the participant will be able to: • Discuss the implementation process

• Describe general business requirements for the planning and consolidation application

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Unit 2

Creating Structures

Unit Overview

This unit covers the steps you take to build the foundation of your SAP BusinessObjects Planning and Consolidation environment. It involves creating an environment in which all Planning and Consolidation activities occur, and working with dimensions, which are the building blocks of the models.

Lesson: Introducing the Delivered Content

After completing this lesson, the participant will be able to: • Describe the delivered content

• Know how to use the delivered content

Lesson: Working with Environments

After completing this lesson, the participant will be able to: • Add a new environment

• Set the environment status • View the user log

• Describe the backup and restore procedure • View your environment in SQL

Lesson: Maintaining Dimensions

After completing this lesson, the participant will be able to: • Create dimensions

• Create properties and hierarchies • Maintain the dimension members

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Lesson: Maintaining Models

After completing this lesson, the participant will be able to: • Present the different model types

• Create and optimize a model • Provide access to the model

Lesson: Changing Existing Structures

After completing this lesson, the participant will be able to: • Explain the possible modifications to an existing model • Add a dimension to a model

• Modify the properties or IDs of a dimension • Delete dimension members

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Unit 3

Data Manager

Unit Overview

This unit serves to familiarize you with the Data Manager.

You populate your applications with transaction data imported from flat files using the Data Manager. Some flat files contain correct dimension members and do not require mapping. Some flat files contain incorrect dimension members and require mapping.

Lesson: Importing Flat Files

After completing this lesson, the participant will be able to: • Load a file to the server

• Preview a file to analyze the structure • Define and validate a transformation file • Import a file using a Data Manager package • Check the package status.

Lesson: Using Data Manager Planning Functions

After completing this lesson, the participant will be able to:

• Explain how to use the delivered packages for planning purposes • Use the copy package to create forecast data

Lesson: Configuring Transformations

• Explain some of the options for transforming data using the trans-formation file and conversion file.

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Lesson: Using Advanced Data Manager Features

After completing this lesson, the participant will be able to: • Describe the different update modes when importing data • Describe packages using SQL as a source

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Unit 4

Business Logic

Unit Overview

This units covers the different types of calculations (logic) you can use in Planning and Consolidation.

Lesson: Using Worksheet formulas and EPM functions

After completing this lesson, the participant will be able to: • Explain when to use Excel formulas and EPM functions. • Use Excel formulas and EPM functions.

Lesson: Configuring Dimension Formulas

After completing this lesson, the participant will be able to: • Use dimension member formulas to do on the fly calculations • Explain the pros and cons of using dimension member formulas

Lesson: Running Logic in Real Time

• Run script logic files as data is imported or input into the model

Lesson: Running Logic in Batch Mode

After completing this lesson, the participant will be able to: • Run script logic using Data Manager packages

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Lesson: Configuring Allocations

After completing this lesson, the participant will be able to: • Present the allocation engine

• Create and run a logic for an allocation

Lesson: Using Advanced Logic

After completing this lesson, the participant will be able to: • Describe stored procedures

• Use the logic debugger and logic assistant • Use advanced statements in logics

Lesson: Using Business Rules for Planning

After completing this lesson, the participant will be able to: • Describe the different business rule types

• Decide whether you would like to use a business rule in a planning scenario

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Unit 5

Administration of Planning and

Consolidation

Unit Overview

This unit covers the different features used in Planning and Consolidation administration, like security, work status, and so on.

Lesson: Maintaining Security

After completing this lesson, the participant will be able to: • Explain the different security components

• Define security parameters

Lesson: Configuring Work Status

After completing this lesson, the participant will be able to: • Describe the work status concept

• Set up and use work status

Lesson: Designing Processes

After completing this lesson, the participant will be able to: • Create process templates

• Execute processes

• Run audit reports for processes

Lesson: Setting Up Journals

After completing this lesson, the participant will be able to: • Explain the role of the journal template in a model

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• Discuss the journal security options

• Describe the options for posting and reporting on journal entries

Lesson: Creating Document Types for Web Access

After completing this lesson, the participant will be able to: • Create document types and document subtypes • Post a document

Lesson: Setting Up and Using Audits

After completing this lesson, the participant will be able to: • Present the different audit reports

• Manage data audit

Lesson: Configuring Drill-Through

After completing this lesson, the participant will be able to: • Set up drill-through for SQL and journal tables • Set up drill-through for any URL

Lesson: Setting Up Automated Variance Analysis

After completing this lesson, the participant will be able to: • Set up key performance indicators (KPIs)

• Use the different types of analysis