SAP BPC10 - PLNG Module 7 - Miscellaneous Topics

SAP Business Objects: Planning
IBM Global Business Services
IBMr
SAP Enterprise Performance

Management
Module 7: Miscellaneous Topics (Master Data
Validation, Drill-Through, Audit, Work Status)
IBM Corporation 2013
IBMr
Module objectives
At the end of this module, you should be able to:
Recognize how to build Master Data Validations
Recognize the concept of Drill-Through
Identify the Audit feature
Identify the usage of Work Status
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Module map: Module 7

Topic 1: Master Data Validations
Topic 2: Concept of Drill-Through
Topic 3: Audit
Topic 4: Work Status
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Introduction
Master Data Validations are used to make sure to load the allowed
combinations of dimension members data when loading data or when
writing online data to the server based on the conditions. If the conditions
are not fulfilled the system automatically generate an error message while
saving the data.
Master Data Validation is set up by using the Characteristic Validation option
in BW.
Master Data Validation works with "Driver Dimension concept", the driver
dimension in each model the rules will be created:
You can have only one Driver dimension per model.
One driver dimension can have more than one rule.
We create rules at the Dimension level.
The same validation rules can be used on other models as well.
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Configuration (1 of 5)
The configuration of validations are performed using T-code: UJ_Validation
in BI-box.
The Driver Dimension is the dimension in each application that the validation
rules will be created from. In most cases it is the Account Dimension (but it
can be any dimension).
An example where we want to check the Account dimension =
MYAPP_ACC whenever a record is written to database. We wanted to
check if the category is Plan it should allow certain accounts and if the
category is Actual then it should allow accounts mentioned as per the rule
created .
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From SAP BI, enter the t-code UJ_VALIDATION.
The BPC Validation Maintenance Screen is opened.
Select the Environment where you want the validation rule to be applied to.
Click on the Assign Driver Dimension.
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MYAPP(Model)
MYAPP_ACC(Account -Dimension)
Now click on Save Driver Dimension Settings.
Then click on Create or Edit Rule.
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Fill in the rule description, assign members and fill in the validation logic.
Save rule.
Once the setting is saved click on the back button to go back to the BPC
Validations MaintenanceInitial Screen.
In our example, we are going to test to make sure that we can plan only for
those accounts which are mentioned in the rule as plan.
This rule means that a record can not be saved to the cube unless the
condition maintained as part of rule are not met.
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Create / Edit Rule For Plan (Member-MYAPPCATDIM)for Accounts
CE0004230 and CE0004200.
We have two Validations Rules: One each for Category Actual and Plan
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Result cross checking by creating an Input schedule

Check the same with the use of input schedule from the EPM. It gives error
message as shown if the conditions are not met.
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Topic 3: Audit
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Introduction
Drill-Through is an interface for Excel feature that allows detailed data from
an external source to be viewed by clicking the drill through option from the
action pane from a cell in a report for which the drill through has been
defined.
An example we have a BPC report name called planned depreciation for the
next financial year at cost center level and we would like to see the actual
depreciation for the previous fiscal year, so in this case we can use drill
through to BW report to see the actual at more detailed level.
In the BPC 10.0 NW version, drill through is available on any cell that
contains the data. An administrator must configure drill through for the cell in
order to see its data.
You can drill through to the ECC level of data, to a URL or a BEx report.
There is a difference between the Drill Down and Drill-Through:
Drill Down is used to drill down on member data within the dimension.
Drill Down is conducted within one report whereas Drill-Through is jump outside of the
Excel Interface.
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Setting up Drill-Through
Setup Drill-Through from Administration window
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Setting Up Drill-Through: For a URL (1 of 5)

Step 1: Enter Basic Information
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Step 2: Enter Parameters
When you map a parameter to a dimension, your property or value
automatically becomes ID. When a user performs a drill through in a report,
the parameter value is taken from the property value of the selected data
cell.
When you map a parameter to a user defined value, you can enter any
value as a parameter.
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Step 3: Run Test
Click on Test Query. The Google URL will open with the Value you entered.
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To use the setup click in the data area of the report and then select the DrillThrough option. The URL will be launched with the selected parameters.
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The URL opens up with the dimension member value of ASSET_CAPEX
being passed for the cell E16, in the EPM report.
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Setting Up Drill-Through: For BEx reports (1 of 5)

Open your existing BEx report in the web browser to get the server details for
the URL parameters.
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Step 1: Enter Basic Information
Copy the URL that is displayed in the web browser and put in target URL.
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Step 2: Enter Parameters
Fill in the technical name of the BEx report against Query Parameter.
You can add different dimensions as parameters.
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Step 3: Run Test
Click on Test Query to test the results of the drill through.
Enter values for Filter 1 and Filter 2.
Run Test and the BEx report should open in the browser.
Click on Apply to save.
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Click on any cell in the data area of BPC Report, select Drill Though menu
with the appropriate Drill through name.
The BEx report should then open in the browser.
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Setting up Drill-Through: Security

URL Drill-Through task security must be granted to be able to configure
Drill-Through.
The ManageDrillThrough task is provided through the Secondary Admin
Task Profile.
To make URL Drill-Through available to users of Interface for Excel Reports,
they must be assigned a new Analysis Collection Task
EndUserDrillThrough.
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Topic 3: Audit
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Audit: Configuration (1 of 3)
The Audit function is meant to provide the log of information on system
behavior and changes made to prevent an organization from fraud.
The Audit feature is activated from the Administration window. There are two
types of audit activation: Activity Audit (at Environment Level) and Data
Audit (at Model Level)
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Activity Audit can be activated for activities: Administration, User, BPF, and
Business Rules Management
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Data Audit can be activated for individual model and for tasksEPM Add-in
Input, DM Import, DM Clear, Script Logic Execution, Web Report Input,
Journal Input, Business Rule Execution, Ownership and FM Import.
We can also define the frequency in days for recording the audit activities for
each category defined in that model.
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Audit: Introduction
The Audit Log Reports can be launched from the home page.
There are three types of Audit Logs: BPF, Security, and General.
Audit logs can be further generated at sub levels for each type.
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Audit: BPF Audit

It provides the audit details on the operations performed on the BPF steps.
The log reports are available for Templates, Instances, and Activities.
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Audit: BPF Audit (continued)

It provides the report on the operations performed at a level on which report is
generated.
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Audit: Security Audit

It provides the audit log report on security objects for Users, Teams, Task Profiles, and Data
Access Profiles.
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Audit: General Audit

It provides the Audit log reports for general activities like data changes,
comments, work status, and administration activities.
The log report selection can be made on multiple parameters for each
activity
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Audit: General Audit (continued)

Based on the selection made the log reports are generated in a fixed layout.
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Topic 3: Audit
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Work Status: Introduction

Work Status allows you to lock a region (or slice) of data in a model. It is
optional for the customer.
The work status setting overrides a user's member access privileges to write
to a given region.
The work status is set up in the Administration view and is not process flow
management.
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Work Status: Business Scenario
Load
Load Month-end Data
Adjust Month-end Data
Submit Month-end Data
Set the Work Status
defined by Administrator
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Review
Lock the data at
Responsibility Cost
Center
Start the Review
Report
Lock the data from
all types of changes
for Accurate Monthend Reporting
Consolidate Data / Run

Group Consolidation
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Work Status: Business Scenario (continued)

After entering and saving the data, the users can adjust data and submit it.
The administrator can then modify the work status for a specific data region.
The work status feature enables to apply a label to a data region and lock it
for review, approval, and so on.
This locks the data region from being overwritten. During write-back, every
individual record is checked for work status, so each individual record that
fails a check is rejected.
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Work Status: Owner and Manager

You can choose the dimension that shall carry the OWNER property for a
work status scenario.
Owner is a reserved property for work status.
The Owner is the user that is assigned to a dimension member of your
choice. The manager of the owner is the owner value maintained on the
parent node of the owner member.
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Work Status: Owner and Manager (continued)

The owner designating property takes user and team names in brackets as
values. You can enter multiple names and teams separated by commas.
For entity C9000100, the Owner is RSHIRALKAR and the Manager is
PBHATNAGAR for dimension ENTITY_EXP
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Work Status: Basic settings

Set up data locking settings for each model. Minimum three and maximum five
dimensions from environment need to be configured for work status.
The dimensions should be variable in your business process, such as entity,
category, and time. Typically T dimension is a data locking dimension, since
data is segregated based on time.
Dimensions such as account, data source, reporting currency, and so on, typically
remain static, so those are considered non-data locking dimensions.
The dimension that contains Owner property must be defined as a data locking
dimension.
You can enable data locking and select the dimensions to lock the process
context, or disable data locking.
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Work Status: Configuration

You can define if the owner or the manager or both shall be able to set a work status for
a region of data. This is set in Work Status window for an environment.
In the figure above, you define who can change the data in the system:
All: All users with the appropriate member access rights can change data
Locked: No one can change the data.
Manager: Only managers (parents of owners) can change data.
Owner: Only owners can change data.
A default work status exists as the first status which cannot be changed. It has an
internal code of 0 and is controlled by the Manager and Owner (Controlled by is set to
Owner and Manager). In above screenshot, its Unlocked status.
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Work Status: Configuration (continued)

The areas of Planning and Consolidation for which you can control the work
status are:
Data Manager (DM): Controls data input from running a Copy, Import or Move
package.
Journal (JRN): Controls data input from posting journal entries.
Manual Entry (MAN): Controls data input manually.
Comments (COM): Controls data input from posting comments (unstructured
data).
Documents (DOCS): Controls posting documents with model context to the
Document view (unstructured data).
Work statuses (or work status codes) are defined for the entire
environment (not per model). There is no limit to the number of codes you
can create, but there is a practical limit.
You can change the order of work status, but once you change it, the
system deletes all locks for all models in the environment.
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Work Status: Notification

Sending email notifications to Owners and Managers is possible.
When a change occurs in a work status, they are automatically notified.
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Work Status: Notification (continued)

The email can be seen by navigating in the backend GUI as follows: Menu
Business Workplace Inbox Unread Documents.
The text of the email depends on the text maintained in the Notification popup in the Work Status setup.
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Work Status: Change from Excel frontend

Change Work Status is used to define for which data region you want to
change the work status.
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Work Status: Change from Excel frontend (continued)

For each dimension, the context member is displayed by default. You can
select another member for a dimension by clicking the ellipsis button.
In BPC NW only base member for each dimension can be selected, except
the Owner Dimension, else work status cannot be set.
You can change the work status only for members of which you are the
owner or manager.
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Work Status: Audit Report

To view a work status report, select Audit from the left navigation pane on the
Home tab, and, from the list of reports, select Work Status.
You specify the report parameters - Model, Dimension Members, Date and
Time, and Additional Criteria.
The work status audit report displays the work status codes for a set of given
criteria. It shows Data State, which is the current work state for the data. It tells
the current stage of the data in the overall approval process. It also shows the
dimensions for which you define work status as being applicable.
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Review
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Module summary
Having completed this module, you should now be able to:
Recognize how to build Master Data Validations
Recognize the concept of Drill-Through
Identify the Audit feature
Identify the usage of Work Status
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Course summary
Having completed this course, you should now be able
to:
Provide an overview of BOPC 10.0
Explain and apply BOPC for Admin 10.0
Define and demonstrate security and data
management
Recognize how to construct Reports and Input
Forms Using EPM
Recognize how to work with Script Logic
Describe and Construct Business Process Flows

Explain and apply Drill-Through
Recognize Master data validation, BPC Audits, and
Work Status
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SAP BPC10 - PLNG Module 7 - Miscellaneous Topics

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SAP Business Objects: Planning

IBM Global Business Services

SAP Enterprise Performance

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

Module map: Module 7

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

Result cross checking by creating an Input schedule

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

Module map: Module 7

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

Setting Up Drill-Through: For a URL (1 of 5)

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

Setting Up Drill-Through: For a URL (2 of 5)

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

Setting Up Drill-Through: For a URL (3 of 5)

SAP Business Objects: Planning

IBM Corporation 2013

IBM Global Business Services

Setting Up Drill-Through: For a URL (4 of 5)

SAP Business Objects: Planning

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IBM Global Business Services

Setting Up Drill-Through: For a URL (5 of 5)

SAP Business Objects: Planning