Demo Script Planning and Consolidation (MS) Overview Demo: General Information

DEMO SCRIPT
Planning and Consolidation (MS) Overview

Demo
General Information
Cross Industry
SAP BusinessObjects Planning and Consolidation, version for the
Microsoft Platform
Authors
Derek Johnson
Roy Ostergren
Thijs Jan Hansen
Date Last Updated
21 February 2012 [by Dieter Heinzer]
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Scenario ID: XXXX
SAP AG 2012 / INTERNAL
Contents
1
Demo Script Overview...................................................................................................................... 4
Demo Access and Information ......................................................................................................... 5
2.1
Demo Environment and Access .............................................................................................. 5
2.2
User Information ...................................................................................................................... 5
2.3
Used Solutions and Versions .................................................................................................. 5
Pre-Demo Steps ............................................................................................................................... 6

3.1
Cloud environment (Lean Demo Landscape): ......................................................................... 6
Demo Script7
4.1
Story flow ................................................................................................................................. 7
4.1.1
Introduction and Dashboard ................................................................................................ 8
4.1.2
Include new acquired entity in the consolidation and financial results .............................. 11
Review data .................................................................................................................................... 18
4.1.3
Adjust forecast for existing products.................................................................................. 22
4.1.4
Add new product and adjust forecast ................................................................................ 28
Appendix ........................................................................................................................................ 39
5.1
Pre-demo: Check the EPM add-in for Excel User Options.................................................... 39
5.2
Optional Pre-demo step: Change the Product descriptions .................................................. 41
5.3
Document Update Notes ....................................................................................................... 44
Scenario ID: XXXX
1 Demo Script Overview

Demo description:
This overview demo scenario highlights the main strengths and

differentiators of SAP BusinessObjects Planning and Consolidation 10,
version for the Microsoft Platform, and showcases how it can help
organizations streamline the planning and monthly financial process. It is
an introduction to BPC showing key features and functionalities, and can
be used in combination with other demo scenarios.
Intended audience:
Line of Business Finance
Business pain points:
Accelerate cycle time for planning and budgeting and increase

business user productivity
Improve the accuracy of planning and forecasting
Model potential business strategies and decide on a course of action
that maximizes value creation
Streamline the statutory consolidation process
Keep compliance and auditing costs down
Value proposition:
Improved agility with the ability to quickly model new business

scenarios and decide on a course of action that maximizes value
creation
Reduced training time and increased productivity with familiar,
intuitive interfaces that help workers make the most of their time
Reduced cycle time through collaboration in a unified landscape,
streamlining the process of creating and approving plans, budgets,
and forecasts.
More accurate plans aligned with strategic goals via top-down and
bottom up budgeting capabilities
Fast, accurate close thanks to an automated consolidation process
that helps you meet all statutory and management reporting
requirements with a complete audit trail
Minimized business and compliance risk with fast, accurate
management and statutory reporting
Reduced maintenance, simplified deployment, and improved data
with unified planning and consolidation capabilities in a single
application
Protagonists
Story flow summary
The storyboard has been built around a company BestRun Corporation

which distributes food products and has subsidiaries worldwide**. The
company has closed the acquisition of a new subsidiary in Italy and this
is the first month that the Italian entity will be included into the financial
statements. After focusing on the consolidation a Financial Analyst
identifies that Sales Revenue has dropped during the last quarter and
the Financial Analyst makes adjustments to close the gap between the
Year-end Forecast and Targets.
The demo scenario focuses on a Financial Analyst at BestRun

Corporation.
See section 4.1 for a full description

** Product descriptions have been kept generic and can be changed for
any demonstration.
Scenario ID: XXXX
2 Demo Access and Information

2.1 Demo Environment and Access
This demo scenario uses the component SAP BusinessObjects Planning and Consolidation
v.10.0, version for the Microsoft Platform.
After accessing any environment please read the pre-demo steps in section 3 of this document.
2.2 User Information

User
Password
Component / Role
demoadm
sbo123
User for running the demo scenario
2.3 Used Solutions and Versions

Software Component
Release
Service Pack
SBO Planning and Consolidation
10
SP05
EPM add-in
10
SP07
Scenario ID: XXXX
3 Pre-Demo Steps
Before a demo make sure you perform the following steps:
3.1 Innovation Showroom environment :

a) Logon to your image.
b) Check the EPM add-in options as described in Appendix 5.1: Pre-demo: Check the EPM
add-in for Excel User Options.
c) Optionally change the product description as described in Appendix 5.2: Optional Pre-demo
step: Change the Product descriptions.
Before starting the demo try to cache the machine as much as possible by opening the interfaces and
running some reports.
Scenario ID: XXXX
4 Demo Script
4.1 Story flow
The storyboard has been built around a company BestRun Corporation which distributes food
products and has subsidiaries worldwide. The company has closed the acquisition of a new subsidiary
in Italy and this is the first month that the Italian entity will be included into the financial statements.
After focusing on the consolidation a Financial Analyst identifies that Sales Revenue has dropped
during the last quarter and the Financial Analyst makes adjustments to close the gap between the
Year-end Forecast and Targets.
The demo scenario consists of 5 parts:
Introduction and Dashboard
The Financial Analyst of BestRun Corporation opens a dashboard within Planning and Consolidation
which provides him a direct overview of the Performance of the company. In the dashboard he can
see that overall Operating Income and Net Revenue are in line with Target. BestRun Corporation has
the objective to improve the margin and achieve profitable growth across all regions. In the bar chart
we can see that in Europe Actual is below Target.
In addition, BestRun Corporation has an Objective expanding into new international markets and
therefore recently made an acquisition in Italy. As of this month Italy is going to be included in the
Financial Statements.
Include new acquired entity in the consolidation and financial results
This part of the scenario will highlight some capabilities of the application related to consolidation
topics. The Financial Analyst will add the new acquired entity Italy to the ownership manager, load
data, and run the consolidation.
Review data
In this part of the scenario the financial analyst will run an Income Statement and open the forecast
dashboard. For Italy he identifies a gap in the Year-End forecast versus the target.
Adjust forecast for existing products
Using an ad-hoc report Financial Analyst first decides to get more insight into the sales revenue trend.
He can see that for a specific product line revenue has significantly decreased during the past quarter.
Following feedback from the Italian colleagues he adjusts the forecast for 2 existing products.
Add new product and adjust forecast
In this part the financial analyst creates a new product. Using a web input form he sets the forecast for
the remaining months. After submitting the data he returns to the dashboard and after a refresh he can
see that the actions have reduced the gap between the Year-End forecast and the target.
Scenario ID: XXXX
Step-by-Step Guide
4.1.1
Introduction and Dashboard
Actions
1.
Screenshots
Talking Points
The Finance Analyst of BestRun Corporation launches the
BPC application in order to review the overall status of the
company.
On the BPC Demo Image click on the Internet

Explorer icon in the Windows Taskbar
Click BPC MS Web in the Favorites bar
Logon with user demoadm and password sbo123
Ensure that the Environment is set to:
EPM10_DEMO_OV
Web User Experience

100% zero footprint
Serves as central launch point for the application
Completely redesigned in this release based on web
2.0
User can customize layout for maximum usability
Look and feel harmonized across entire EPM suite
As this may be the first time the customer has seen the
new web client, it may be beneficial to talk about how the
screen is laid out.
See what activities they can perform on the left side of
the screen.
Save favorites to the start page such as Reports, Input
Forms and Workspaces for easy access
Create new content such as workspaces, reports and
input templates, which can be saved to the content
library so they are re-usable.
Quickly launch to the Microsoft Office clients.
For the NW release, there is a quick link to the
administration console, which was moved to the web
from the prior release and updated to be even easier
Select the Home tab

Select the Start page in the action pane on left
Scenario ID: XXXX
Actions
Screenshots
Talking Points
to use.
User can open up many tabs in the new web client
and easily switch between reports, input schedules,
dashboards and workspaces
Optional:
You can add favorites based on content stored in the
library, such as reports, input schedules dashboards and
workspaces
2.
In the left pane:

Click on Processes
The Financial Analyst opens the Activities for this business

process. Planning and Consolidation provides the ability for
your organization to streamline repeatable business
processes. These business processes can be configured to
give you control & consistency, while giving users the
benefit of being guided through the business process
instead of having to search for information or go through an
intensive training course.
In the right pane:

1. Select a process
Select Overview
2-Select Process Context
Select
Category: Actual
SCOPE: Corporate
Entity: Italy
Time: 2011.SEP
User Experience
Easy access to Business Process Flow (BPF)
activities
BPFs allow standard processes to be performed and
monitored systematically
User can see what processes are being performed
and what tasks they are expected to complete
For approvals or rejections, can select multiple tasks
and approve them all at once
3-Click on open process

Click Open Process button
The Financial Analyst wants to have a clear overview of the

financial and non-financial results and therefore he is goes
directly into a dashboard.
Scenario ID: XXXX
Actions
Screenshots
Talking Points
3.
The dashboard gives the Financial Analyst a direct

overview of the Performance of the Enterprise.
In the dashboard we can see that overall Operating Income
and Net Revenue are in line with Target. BestRun
Corporation has the objective to improve the margin and
achieve profitable growth across all regions. In the bar
chart we can see that in Europe Actual is below Target.
In addition, BestRun corporation has an Objective
expanding into new international markets. In the Sales
Objective we can see that this objective is on track due to a
recent acquisition in Italy. As of this month Italy is going to
be included in the Financial Statements. This is the first
task on which the Financial Analyst will focus.
The basic components of the dashboard include:

Objectives: simple red/yellow/green indicators that can
be sources from an application like SSM to provide a
broad overview of the companys ability to meets it
strategic objectives
Sales Revenue Analysis: line chart showing a12
month trend line for revenue. Can select a particular
region to review results by country if needed or at a
more aggregated level
Risk Overview: This is a static chart to show key risk
areas and provide some context. Items are selectable
to provide the context for the risk. This is an example
of the rich content that can be included in a dashboard
KPIs: table that shows how the company is
performing according to specific KPIs. Different
versions can be compared against the Actual values
for easy comparisons.
Scenario ID: XXXX
10
4.1.2
Include new acquired entity in the consolidation and financial results
Actions
4.
Screenshots
Talking Points
In the Step 1-Consolidation Window, click on the

Ownership Manager sub-step.
In order to include Italy in the Financial Statements the

Analyst will 1) include Italy in the ownership manager to
ensure it is included when running a consolidation, 2) load
data into SBO Planning and Consolidation, and finally 3)
run the consolidation.
We can see all these steps in the Consolidation Activities.
Lets start with the first point adding Italy to the ownership
manager.
Note: the entity Italy has already been added in

the Entity Dimension
User Experience
Ownership manager has been updated in the web
client
Easy to update ownership percentages
5.
Click on Edit
The Financial Analyst opens the consolidation perimeter

and sees all the entities currently included in the
consolidation. The Ownership Manager allows the Financial
Analyst to easily define the consolidation method and
ownership. He will do the same for the newly acquired
entity Italy.
Ensure that the Consolidation Parameter is set to

Corporate
If not click on the box and select Corporate from
the list
Multiple ownership methods are available and customers

create their own methods with customer and industry
specific accounting rules as well as methods for acquisition
and divestiture.
Click Add
Search for Italy in search box
Scenario ID: XXXX
11
Actions
Screenshots
Talking Points
Check the box for Italy and press OK

Select the check box in front of Italy
Note: Italy = E0202
Enter 100% on Current Consolidation %
Enter 100% in Current Ownership %
Press Save button and close the Edit Ownership
window.
Close the Ownership Manager window
Click No when prompted to Save
6.
In the Step 1-Consolidation Window click on the

Income Statement sub-step.
Next we will focus on uploading data for the newly acquired

entity. The Financial Analyst launches the Income
Statement from the Consolidation Activity Workspace which
opens the report in Excel which is the second end-user
interface.
Minimize Internet Explorer

In the BPF Menu within Excel click on Upload
Data
Scenario ID: XXXX
Full integration with Microsoft Office applications

Excel as central interface for SAP BusinessObjects
Planning and Consolidation
Integration with Excel, Word and PowerPoint
interfaces for creating live, connected reports from
scratch and copying/pasting existing reports between
Word, Excel and PowerPoint
Pass the context of the data when opening Excel
Report from Activities.
12
Actions
7.
Screenshots
Talking Points
Select the task Import from the dialog window

Click Run
In this scenario the data for the newly acquired entity have
been uploaded into BW pending a full integration of Italy
into BestRuns ERP Financials. The Financial Analyst will
now upload the data into Planning and Consolidation
directly from BW.
Full Control for Business Users
Business users can load their own data
Can set up packages to streamline the business
process
Users can also monitor the load for total control over
the process
Select the data file data upload.txt

Click Open
Click Next
Scenario ID: XXXX
In this scenario, the loading process is straight forward.

However, you can imagine a more complex financial
planning process where there are multiple feeds from
various systems that must be managed as part of an
overall process. The business process flow provides this
kind of control over the process ensuring that the steps are
13
Actions
Screenshots
Talking Points
executed efficiently and in an organized manner.
In addition, we could have also loaded it from an ECC
system or using the SBO Financial Information
Management (FIM) to extract the data from third part
systems. Also, it is just as easy to load the data directly
from Excel sheets, depending on the type of data being
loaded.
Select the transformation file data upload.xls

Click Open
Click Next
Check Merge data value

Click Next
Scenario ID: XXXX
14
Actions
Screenshots
Talking Points
Check No
Click Next
Check No
Click Next
Check Run
Click Finish
Scenario ID: XXXX
15
Actions
8.
Screenshots
Talking Points
Click the View Status Button
Check the Refresh Status Every check box.

When the job shows complete click the Close
button.
Scenario ID: XXXX
16
Actions
9.
Screenshots
Talking Points
Go back to the Excel Income Statement Report
After refreshing the Report the Financial Analyst can see

the data for September 2011 which will be included in the
consolidation.
In the Excel EPM ribbon Select Refresh
User Experience
Business users can refresh the data in the report to
see new values.
Once data is loaded, it is available for reporting and as
a basis for an input schedule for both the web and
Office clients
close the Excel report and Go back to Activities in
the BPC web client
10.
Now that we have loaded the data, we can now refresh the
report and we will see that our data in our report. In the
example provided, we loaded the data from another BW
infoprovider,
In the Step 1-ConsolidationClick Check Work

Status
After uploading Italys data the Financial Analyst focuses on

consolidating the data. For this he goes into the
Consolidation Monitor where he can directly see and
manage the consolidation process. Here he can see that
the all Entities except Italy have already been consolidated.
Define the data region for the work status setting
Scenario ID: XXXX
17
Actions
Screenshots
Talking Points
Screenshots
Talking Points
Entity: E0202(Italy)
SCOPE: CORPORATE
TIME: 2011.SEP
Category: ACTUAL
New Status: Submitted
11.
In the Step 1-Consolidation click Complete
Review data
Actions
Scenario ID: XXXX
18
Actions
12.
Step 2-Review Data is BPF is open to execute.
Click the P&L Report
Screenshots
Talking Points
The Financial Analyst goes to the next activities of the
business process and launches a comparative income
statement.
13.
In the comparative income statement the Financial Analyst

can see the various data categories and variances. The
Financial Analyst does not see the Forecast data and
decides to add these data.
Integrated EPM add-in formatting sheets leveraging
Excel functionality
Scenario ID: XXXX
19
Actions
14.
Screenshots
Talking Points
In this scenario we have already loaded the Forecast data.
However, Planning and Consolidation provides end-users
the ability to copy data for example to create pro-forma
forecast data by copying data from Actual, Budget, or
Target. A business user can easily do this by opening a
Copy Data wizard and make selections across all
dimensions eliminating the need for manual actions.
Optional (Talking Point only): In the EPM Pane

click on Load Forecast Data
Business Users can copy data across different data

categories without IT involvement
Optional (Talking Point only)
15.
Click through the wizard by clicking Next 3 times

until you reach the Source and Destination
window.
Optionally click on Add behind Category to show
the list of categories
Click Cancel to close the Copy Data package.
In the report the financial analyst can directly add the
forecast data in the report. By selecting the category from
the Member Selector the report is directly update with
Forecast data and the variance versus Actual. In the report
the Financial Analyst can see that Actual sales revenue is
far below the Forecast and even further below the Target
set at the time of this acquisition.
In the P&L report click on Target

Right-click on Target
Select the EPM context menu and select Insert
member
Business Users can easily modify reports and drilldown to a lower level
In the dialog box select Category and click Select

Members
Scenario ID: XXXX
20
Actions
16.
In the EPM Member Selector window (if

applicable) remove the highlighted member from
the right-hand window: Select the member and
click on the button.
From the Dimension Members list check the box

in front of Current Forecast and click on the
button.
Click OK to add the Current Forecast and a

Variance column to the report.
Close the Income Statement Excel Report
In Step 2-Review Data, click Complete
Scenario ID: XXXX
Screenshots
Talking Points
Note: The formatting on the sub-totals of the %
variance columns was broken by SP07. There is an
internal msg in to Development for this issue.
21
4.1.3
Adjust forecast for existing products
Actions
17.
Step 3-Adjust Forecast Data will be available

after above step
18.
In Step 3-click on the Dashboard
Screenshots
Talking Points
After having focused on adding Italy into the consolidation

the Financial Analyst goes back to the Activities in the BPC
Web interface. Following the review of the Income
Statement the Financial Analyst opens the Planning
dashboard for the Organization.
Following the review of Italy he drills down into Sales
Revenue Analysis for Europe and sees that the forecasted
revenue for the remaining 3 months of the years is below
target.
Lets look at adjusting the forecast for existing
products.
Scenario ID: XXXX
22
Actions
19.
20.
In Step 3 of the BPF click on Set Forecast
Click on the Set Forecast under Step 3-Adjust

Forecast Data
Screenshots
Talking Points
The Financial Analyst wants to know more about the gap

between Target and Forecast and to determine if the
Forecast needs to be adjusted. Therefore he opens the
Forecast template.
Here the Financial Analyst can adjust the forecast; in this
example based on adjusting the Forecast Units Sold and
Price per Unit in order to calculate the Sales Revenue.
To show Ad-hoc reporting:
Click on the on the Adhoc analysis sheet

(note: this Excel Sheet is already linked to a EPM
Formatting Sheet)
In the EPM pane click on Report Layout
Scenario ID: XXXX
Before adjusting the Forecast the Financial Analyst want to

know more on the gap he saw in the dashboard between
Forecast and Target as set at the moment of acquisition of
the Italian subsidiary. Therefore he decides to perform an
ad-hoc analysis and have a look into the Sales Revenue by
Product for the last two quarters.
23
Actions
Screenshots
Ensure the EPM Context is set to:

o
o
o
o
Select the PRODUCT dimension and drag it to cell

A2
In cell B1 type: 2011.Q2

In cell C1 type: 2011.Q3
Expand (double click on) All Product Lines

In cell D1 type Variance
In cell D2 create the formula =(C2-B2)/B2
Expand (double click on) Product A
Select cell B1 and C1

In the EPM ribbon click on the drop-down button
next to Expand and select Children
Click Expand
Scenario ID: XXXX
Using the EPM add-in the Financial Analyst can quickly

select and query the data until the most granular level. This
shows him that the revenue has significantly decreased
during the 3rd Quarter.
Account = Sales Revenue

Category = Actual
Currency = LC
Entity = E202 Italy
Product = P00 All Product Lines
Talking Points
Easy of report design, publication and navigation

Create reports faster and easier using drag and drop,
auto fill, and auto complete capabilities as well as new
dimension member selector with rules functionality
Increase flexibility using cell-based formulas to retrieve
information (data and properties) or to override
existing data
Produce multiple reports from different EPM sources
in a single worksheet and write back data to multiple
systems at the same time
Leverage new book printing and publication function
(incl. reusable templates
Improve what-if analysis and scenario planning with ability
to run simulations at parent level or instantly calculate
parent member based on child values
24
Actions
21.
Screenshots
Select range A1:G4

Insert a line chart using the basic Excel
functionality
Click on the sheet Analysis

Ensure the EPM Context is set to:
o
o
o
o
Scenario ID: XXXX
Account = Sales Revenue

Category = Actual
Currency = LC
Entity = E202 Italy
Talking Points
Optional: the previous step explained how to create an adhoc report using the EPM add-in functionality. If you do not
want to create an ad-hoc report on the fly than consider
using this report which is similar to the final result of the adhoc analysis.
25
Actions
22.
Screenshots
Talking Points
Go back to the Forecast sheet

Scroll down to the Price per Unit part of the
template
After consulting with the Italian subsidiary the Financial

Analyst is going make three adjustments:
For product 1 the market prices have increased
around 5% and therefore the current forecast needs to
be adjusted.
For product 2 the market prices have decreased;
however, the company cannot lower the price per unit
due to Margin.
BestRun Corporation Italy will start distributing /
reselling a new product in Product Line B which has
shown an increase in during the 3rd quarter.
Select the forecast for Product 1 Oct-Dec

(amounts 270, 275, 275)
(These points will be added as a thread in Streamwork)
In the EPM Excel ribbon click on Planning and

select Weight.
The Financial Analyst goes ahead with the first point and
will adjust the Unit Prices for Product 1. He makes use of
the embedded Planning functionality which enables him to
easily weight data and increase the Forecast Prices by 5%.
Integrated planning capabilities like spreading,
trending, and weighting data.
In the Increase value section select By

Percentage and type 5
Scenario ID: XXXX
26
Actions
23.
24.
Screenshots
Talking Points
Next the Financial Analyst goes ahead with adjusting the
Sales Volume Forecast for Product 2 and decreases the
Sales Units Sold by 10%.
Scroll up to the Sales Units part

Select the Forecast price for Product 2
Select the forecast for Product 2 (amounts 594,
714, 612)
In the EPM Excel ribbon click on Planning and
select Weight.
In the Increase value section select By

Percentage and type -10
Click Save Data in the EPM ribbon
After the first to changes have been made the Financial

Analyst saves the data.
Real-time consolidation: data is automatically
calculated, translated, and consolidated when users
submit information
25.
Close BPC Excel
Scenario ID: XXXX
27
4.1.4
Add new product and adjust forecast
Add a new product through BPC Administration

Actions
26.
Return to the BPC web page.

Click on the Home tab, Click Start Page
Click Planning and Consolidation

Administration in the Launch box.
Screenshots
Talking Points
Next the Financial Analyst will add a new product to the
product and use this in the Forecast. As a business user
with the appropriate rights he can do this directly within the
Planning and Consolidation Administration workspace.
Ease of creating and maintaining of models, dimensions,
security, rules, business process flows, work status and
more.
Expand Dimension library

Click Product Dimension
In the Action Pane click Maintain Dimension
Members
Scenario ID: XXXX
28
Actions
27.
Click row showing Product P0201

Click copy
28.
Click row showing Product P03

Right click & choose Insert Copied cells
Change the ID of the inserted row to P0202 &

change the description to New Product 09
In the Action Pane click Process Dimension
Screenshots
Talking Points
After opening the product dimension he adds the new
product.
Uncheck Take System Offline

Click OK
After the Task completes click OK to close the dialog
box
Close the BPC Administration Client
Scenario ID: XXXX
29
Actions
Scenario ID: XXXX
Screenshots
Talking Points
30
Actions
29.
Screenshots
Talking Points
On the Home > Start Page select New Input

Form
After adding the new product the Financial Analyst will add
the next quarters Forecast for the new product.
Click on the Model button (below New Input Form)

Select Change Model
The Financial Analyst opens a blank input form and

connects to the applicable model. Similar to creating a
report in Excel he can use drag and drop for building the
form in the report designer action pane. With a few clicks
he has created a web input form which could be used by
other users as well.
Web-based input forms and reports which can be
directly created using drag-and-drop
Select Planning and select OK
Click the + icon & choose Add All Dimensions
Scenario ID: XXXX
31
Actions
Adjust the Context to the following settings (tip:

use lookup to search for Sales Revenue & Input
In the right-hand Edit Report pane drag-and-drop:

o Product to Rows
o Time to Columns
Click on the Format button and adjust the number

of digits.
Scenario ID: XXXX
Screenshots
Talking Points
32
Actions
Screenshots
Talking Points
Expand Product B by clicking the + sign

Optional: In the Edit report Pane you can change
the row dimensions expansion. Click the Select
Members button for Product. Change the criteria
from Children of to Descendants of
Click Finish Editing

Continue with step 33
Scenario ID: XXXX
33
Actions
30.
Talking Points
Optional: If you are short of time in a demo you can

instead repurpose an existing report. This is a nice
option that shows ease of use.
31.
Screenshots
In BPC Web go back to Overview tab click on

Adjust Forecast Data
In the right-pane select the Sales Forecast
Report
To repurpose the report, click the Edit button
Click the Type Drop down & change the report to

an Input Form
Scenario ID: XXXX
With just a few mouse clicks an existing object can be

changed & repurposed. Here we are taking an existing
report, changing it into an input schedule, making a quick
change to the context , 7 use it to submit data.
34
Actions
Screenshots
Talking Points
Click Finish Editing
Scenario ID: XXXX
35
Actions
32.
Screenshots
Talking Points
Change the Context of the Report.

The report was displaying sales in our Global
Reporting currency of United State Dollars.
We want to update the Sales Forecast in Italys
local currency of Euros.
Click on BestRun Corporation & change the

entity to Italy. Click ok.
Click on United States Dollars & change the

currency to Local Currency. Click ok.
Scenario ID: XXXX
36
Actions
33.
34.
Screenshots
Talking Points
Look for your new product in Product Line B

Enter the amounts 50,000, 200,000, and 250,000
for the 3 forecast periods
Click Save Data
Click Yes
In the Web Input Form the Financial Analyst sees the new
product below Product Line B. He manually adds the
forecast amounts for the next quarter and saves the data.
Go back to Overview tab

Click Dashboard
After having identified an issue for the new acquired entity

and taken actions to close the gap between Forecast and
Target, the Financial Analyst returns to the dashboard.
After refreshing the data we can see the change to Europe
as a result of the acquisition.
Scenario ID: XXXX
37
Actions
Screenshots
Talking Points
Note: The EPM connector for Microsoft is not working
properly. It should not be necessary to login again
when you refresh the dashboard as you are already
logged into BPC. There is an Internal Msg in to
Development for this issue.
Set the radio button on the Sales Revenue

Analysis to Europe
Click the Refresh button on the dashboard.
Login as demoadm/sbo123
Scenario ID: XXXX
38
5 Appendix
5.1 Pre-demo: Check the EPM add-in for Excel User Options
Before a demo make sure that you check the following EPM add-in options:
For the Innovation Showroom landscape, logon to the Remote

Desktop
Open Excel
In the Excel ribbon click on EPM and go to Options and User
Options
In the Navigation tab ensure that Enable Double-Click is checked
Scenario ID: XXXX
39
In the Others tab ensure that the options are enabled:

Member Recognition
Context Bar and Pane
Note: The Show Pane & Context button will only work if:
The Context Bar and Pane options have been enabled.

You are connected to an environment and model.
Scenario ID: XXXX
40
5.2 Optional Pre-demo step: Change the Product descriptions

Within the Environment the product dimension currently contains generic product names like Product 1, Product 2, etc.
Optionally you can change this for your demo.
Start the BPC Admin Client via the shortcut on the Desktop
Logon with user demoadm and password sbo123
Ensure that the Environment is set to: EPM10_DEMO_OV
Scenario ID: XXXX
41
Expand Dimension Library

Click on Product Dimension
In the Action Pane click Maintain Dimension Members
Scenario ID: XXXX
42
Change the descriptions of products P01*, P02*, P03*
Click Process Dimension in the Action Pane
Scenario ID: XXXX
43
5.3 Document Update Notes

Date
Notes
18 January 2012
Initial version of the script
21 February 2012
Revised for Innovation Showroom and / or standalone usage
Scenario ID: XXXX
44

Demo Script Planning and Consolidation (MS) Overview Demo: General Information

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DEMO SCRIPT

Planning and Consolidation (MS) Overview

Date Last Updated

21 February 2012 [by Dieter Heinzer]

COPYRIGHT 2012 SAP AG. ALL RIGHTS RESERVED.

Scenario ID: XXXX

SAP AG 2012 / INTERNAL

Demo Script Overview...................................................................................................................... 4

Demo Access and Information ......................................................................................................... 5

Demo Environment and Access .............................................................................................. 5

User Information ...................................................................................................................... 5

Used Solutions and Versions .................................................................................................. 5

Pre-Demo Steps ............................................................................................................................... 6

Cloud environment (Lean Demo Landscape): ......................................................................... 6

Story flow ................................................................................................................................. 7

Introduction and Dashboard ................................................................................................ 8

Review data .................................................................................................................................... 18

Adjust forecast for existing products.................................................................................. 22

Add new product and adjust forecast ................................................................................ 28

Pre-demo: Check the EPM add-in for Excel User Options.................................................... 39

Optional Pre-demo step: Change the Product descriptions .................................................. 41

Document Update Notes ....................................................................................................... 44

Scenario ID: XXXX

SAP AG 2012 / INTERNAL

1 Demo Script Overview

This overview demo scenario highlights the main strengths and

Line of Business Finance

Business pain points:

Accelerate cycle time for planning and budgeting and increase

Improved agility with the ability to quickly model new business

Story flow summary

The storyboard has been built around a company BestRun Corporation

The demo scenario focuses on a Financial Analyst at BestRun

See section 4.1 for a full description

Scenario ID: XXXX

SAP AG 2012 / INTERNAL

2 Demo Access and Information

2.2 User Information

User for running the demo scenario

2.3 Used Solutions and Versions

SBO Planning and Consolidation

Scenario ID: XXXX

SAP AG 2012 / INTERNAL

3.1 Innovation Showroom environment :

Scenario ID: XXXX

SAP AG 2012 / INTERNAL

Scenario ID: XXXX

SAP AG 2012 / INTERNAL

Introduction and Dashboard

On the BPC Demo Image click on the Internet

Web User Experience

Select the Home tab

Scenario ID: XXXX

SAP AG 2012 / INTERNAL

In the left pane:

The Financial Analyst opens the Activities for this business

In the right pane:

3-Click on open process

The Financial Analyst wants to have a clear overview of the

Scenario ID: XXXX

SAP AG 2012 / INTERNAL

The dashboard gives the Financial Analyst a direct

The basic components of the dashboard include: