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SAP BusinessObjects Planning and Consolidation 7.

5, version for the Microsoft platform June 2011 English

Business Planning and Consolidation Administration

SAP AG Dietmar-Hopp-Allee 16 D 69190 Walldorf Germany

SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

Copyright
2011 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide

Icons
Icon Meaning Caution Example Note or Tip Recommendation Syntax External Process Business Process Alternative/Decision Choice

Typographic Conventions
Type Style Example text Description Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text EXAMPLE TEXT Emphasized words or phrases in body text, titles of graphics and tables. Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Example text

EXAMPLE TEXT Example text <Example text>

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Contents
Business Planning and Consolidation - Administration...............................................................6 1 Use...........................................................................................................................................6 2 Terminology..............................................................................................................................6 3 Navigation in the System..........................................................................................................6 4 Configuration............................................................................................................................7 .4.1 Central Note for SAP Business Planning and Consolidation............................................7 .4.2 Creating a New Application Set........................................................................................8 4.2.1 Updating the Category Dimension...............................................................................9 4.2.2 Updating the InputCurrency Dimension.....................................................................12 4.2.3 Updating the P_ACCT Dimension.............................................................................14 4.2.4 Updating the P_CC Dimension..................................................................................17 4.2.5 Updating the P_DATASRC Dimension......................................................................20 4.2.6 Updating the R_ACCT Dimension.............................................................................24 4.2.7 Updating the R_Entity Dimension..............................................................................28 4.2.8 Updating the RptCurrency Dimension.......................................................................31 4.2.9 Updating the Time Dimension...................................................................................34 4.2.10 Creating the Customer Dimension..........................................................................37 4.2.11 Creating the HRAccount Dimension........................................................................41 4.2.12 Creating the Product Dimension..............................................................................45 4.2.13 Creating the SalesAccount Dimension....................................................................49 5 Creating Applications..............................................................................................................53 .5.1 Creating the HCM_Planning Application.........................................................................53 .5.2 Adjusting Rate Application..............................................................................................57 .5.3 Creating the Sales_Planning Application........................................................................60 .5.4 Creating the PL_Planning Application.............................................................................63 6 Security..................................................................................................................................66 .6.1 Maintaining Task Profiles................................................................................................66 .6.2 Maintaining Member Access Profiles..............................................................................69 .6.3 Creating Teams..............................................................................................................84 .6.4 Creating BPC Users and Assigning to Team..................................................................90 7 Setting Application Set Status................................................................................................96 8 Setting Work Status................................................................................................................96 .8.1 Setting Work Status on Application Set Level.................................................................96 .8.2 Setting Work Status on Application level........................................................................99 9 Setting BPC Landing Web....................................................................................................108

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide .9.1 Posting Document.........................................................................................................108 .9.2 Adding Web Page.........................................................................................................111 .9.3 Setting Parameter.........................................................................................................112

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Business Planning and Consolidation Administration 1 Use


This document describes how to carry out activities in the Business Planning and Consolidation application, such as creating new application sets, applications, and dimensions as well as managing data.

Terminology

Application Sets An application set is a group of applications. An application set contains a set of dimensions that may be shared among its applications. Applications An application is a functional unit used for a particular purpose (for example: finance application, sales application). Applications may share dimensions with other applications within the same application set, or have dimensions that are unique. Dimensions Dimensions consist of members. If the members of the dimension are arranged in a hierarchical order, the relationship between members is described with terms such as Parent, Child, and Sibling. Properties Dimension members are described by properties. Data Data is described by dimension members.

Navigation in the System

When you start the Business Planning and Consolidation application you first see the Launch Page, from where you can select the user interface that you want to work in, for example Admin Console, Interface for Excel, and so on. Once you have chosen one of the options mentioned above, you see the Action Pane on the right-hand side of your screen, where you can select your tasks and activities. With the buttons at the top you can see details on the session information, the login information and the current view (CV). You have two options to change the current view:

In this view, choose the links of the application or the dimensions directly to change the view.

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In this view, the drop-down list gives you a history of the applications or dimensions you have already chosen in the past. If you want to choose an application or dimension you have not viewed in the past yet, do not choose it from the drop-down list, but choose the entry (for example: Application, Category) to the left of the drop down list.

Below the title, for example BPC Admin Console, you can choose various tasks. With the buttons at the bottom the BPC help. you can open other available interfaces or with See Also open

As you go through a certain task, you see the tree structure on the left-hand side of the screen. At the top of the Action Pane you can navigate back and forth with the arrows. With the Home button you can return to the start page of the specific BPC application you are in.

Configuration

.4.1 Central Note for SAP Business Planning and Consolidation Procedure
Before you start with the installation process check the following Note:

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SAP Note # 1586672

Description / Symptom SAP Best Practices for BPC V1.75 for China

Component SV-SMB-AIO-BP-BPC

.4.2 Creating a New Application Set Use


Business Planning and Consolidation is delivered with a sample application set called ApShell. This application set is used as a starting point for the new application set SAP_BP_Planning. The SAP_BP_Planning application set is the basis for the following scenarios: 258 Business Result Analysis and Simulation BP2 Sales Planning BP3 HCM Planning BP5 PL Planning 259 Performance Review and Forecast

The BPC Legal Consolidation scenario is delivered in a separate application set, which is described in the BP4 - Legal Consolidation Configuration Guide.

Procedure
1. Open the Business Planning and Consolidation application.

Use the user that has been used during BPC installation to create the new application set. 2. From the launch page, choose Administration. 3. On the Administration screen, choose Manage Application Sets under the title Admin console Tasks. 4. In the occurring dialog box, choose ApShell in the Select AppSet field. Then choose OK. 5. If the Connection Wizard appears, enter the required data. Then choose Finish. 6. The administration page opens. In the left screen area, choose ApShell (the top node of the tree). 7. In the action pane in the right-hand screen area, choose Add a new application set. The Add a New Application Set Step 1 of 2 action pane is displayed. 8. In the upper field, enter the application set name, for example SAP_BP_Planning. (In this document, we always refer to the new application set as SAP_BP_Planning.) 9. In the middle field, enter a description, for example SAP Best Practices Planning. 10. In the lower field, choose ApShell as the application set, which is duplicated. 11. Choose Go to Next Step 2 of 2. 12. Under the headline Which records do you want to copy? mark all checkboxes except Database records.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 13. Choose Add a New Application Set. 14. In the Add a new application set dialog box, choose OK when the task has been successfully completed.

Result
You have created the Best Practices application set, which you can now configure to your needs.

By default, you are still working in the original ApShell application set. To switch to your newly created application set, carry out the following steps: 1. In the upper part of the action pane choose the link ApShell underneath the entry Session Information.

2. In the BPC dialog box, choose Connection Wizard. 3. In the Connection Wizard, choose the correct server and choose Next twice. (If necessary enter your user id and password.) Choose SAP_BP_Planning as Default application set and choose Next again. Review the summary and choose Finish. 4. In the BPC dialog box, choose OK.

4.2.1

Updating the Category Dimension

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the Category dimension. In the action pane choose Maintain dimension property. 3. In the Dimension information screen area, maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system will automatically sort the properties alphabetically.

Dimension Information

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No. 1 2 3 4 5 6 7 8 9

Property Name CATEGORY_FOR_OPE COMPARISON EVDESCRIPTION FX_DIFFERENCE_ONLY FX_SOURCE_CATEGORY RATE_CATEGORY RATE_PERIOD RATE_YEAR STARTMTH

Length 10 20 50 10 10 10 10 10 3

InApp.

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10

YEAR

10

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. In the action pane, choose Modify Dimension Property. 5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for Category. 6. In the Modify dimension dialog box, choose OK when the task has been successfully completed. 7. Mark the dimension again and choose Maintain dimension members in the action pane. 8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the whole Category sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 9. In the action pane, choose Process dimension. 10. In the Process dimensions dialog box, choose Full Process, then choose OK.

For Excel 2007 users, there might be a popup window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation. 11. In the Deleted members dialog box, choose OK to confirm the deletion. 12. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have updated Category dimension.

4.2.2

Updating the InputCurrency Dimension

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the SAP_BP_Planning tree, in the left-hand screen area, choose the InputCurrency dimension. In the action pane, choose Maintain dimension property. 3. In the Dimension information screen area, maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system will automatically sort the properties alphabetically.

Dimension Information
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No. 1 2 3 4 5

Property Name ENTITY EVDESCRIPTION MD REPORTING SCALE

Length 20 50 2 2 2

InApp.

4. In the action pane, choose Modify Dimension Property. 5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for InputCurrency. 6. In the Modify dimension dialog box, choose OK when the task has been successfully completed.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 7. Mark the dimension again and choose Maintain dimension members in the action pane. 8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole InputCurrency sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 9. In the action pane, choose Process dimension. 10. In the Process dimensions dialog box, choose Full Process, then choose OK. 11. In the Deleted members dialog box, choose OK to confirm the deletion.

For Excel 2007 users, there might be a popup window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation. 12. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have updated InputCurrency dimension.

4.2.3

Updating the P_ACCT Dimension

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the P_ACCT dimension. In the action pane, choose Maintain dimension property. 3. In the Dimension information screen area, maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system automatically sorts the properties alphabetically.

Dimension Information

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No. 1 2 3 4 5 6 7 8 9 10 11

Property Name ACCTYPE ELIMACC EVDESCRIPTION FINSTMT FORMAT FORMULA GROUP IS_INPUT RATETYPE SCALING SOLVEORDER

Length 3 10 50 2 5 500 10 2 20 2 20

InApp.

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12

TEMPLATE

10

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. In the action pane, choose Modify Dimension Property. 5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for P_ACCT. 6. In the Modify dimension dialog box, choose OK when the task has been successfully completed. 7. Mark the dimension again and choose Maintain dimension members in the action pane. 8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole P_ACCT sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 9. In the action pane, choose Process dimension. 10. In the Process dimensions dialog box, choose Full Process, then choose OK.

For Excel 2007 users, there might be a popup window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation. 11. In the Deleted members dialog box, choose OK to confirm the deletion. 12. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have updated P_ACCT dimension.

4.2.4

Updating the P_CC Dimension

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the P_CC dimension. In the action pane, choose Maintain dimension property. 3. In the Dimension information screen area, maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system will automatically sort the properties alphabetically.

Dimension Information
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No. 1 2 3 4 5 6 7 8 9 10 11

Property Name CURRENCY DRILLKEY EVDESCRIPTION FUNCTION FX_TYPE GROUP LEVEL OWNER PLANNING REPORT REVIEWER

Length 20 5 50 10 10 5 1 80 10 10 80

InApp.

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12

STYLE

10

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. In the action pane, choose Modify Dimension Property. 5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for P_CC. 6. In the Modify dimension dialog box, choose OK when the task has been successfully completed. 7. Mark the dimension again and choose Maintain dimension members in the action pane. 8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole P_CC sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 9. Replace the entries with <appropriate user ID> for property Owner and Reviewer with the appropriate user ID (for example <local server or domain name>\<user ID>)

In current phase, you can use Admin User as Owner and Reviewer, you may assign other Owner or Reviewer after creating new user in chapter Security, and re-process P_CC dimension member with new Owner and Reviewer. 10. In the action pane, choose Process dimension. 11. In the Process dimensions dialog box, choose Full Process, then choose OK.

For Excel 2007 users, there might be a pop-up window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation. 12. In the Deleted members dialog box, choose OK to confirm the deletion. 13. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have updated P_CC dimension.

4.2.5

Updating the P_DATASRC Dimension

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the P_CC dimension. In the action pane, choose Maintain dimension property.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 3. In the Dimension information screen area, maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system will automatically sort the properties alphabetically.

Dimension Information

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No. 1

Property Name EVDESCRIPTION

Length 50

InApp.

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SCALING

10

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. In the action pane, choose Modify Dimension Property. 5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for P_DATASRC. 6. In the Modify dimension dialog box, choose OK when the task has been successfully completed. 7. Mark the dimension again and choose Maintain dimension members in the action pane. 8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole P_DATASRC sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 9. Replace the entries with <appropriate user ID> for property Owner and Reviewer with the appropriate user ID (for example <local server or domain name>\<user ID>)

In current phase, you can use Admin User as Owner and Reviewer, you may assign other Owner or Reviewer after creating new user in chapter Security, and re-process P_CC dimension member with new Owner and Reviewer. 10. In the action pane, choose Process dimension. 11. In the Process dimensions dialog box, choose Full Process, then choose OK.

For Excel 2007 users, there might be a pop-up window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation. 12. In the Deleted members dialog box, choose OK to confirm the deletion. 13. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have updated P_DATASRC dimension.

4.2.6

Updating the R_ACCT Dimension

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the SAP_BP_Planning tree, in the left-hand screen area, choose the R_ACCT dimension. In the action pane, choose Maintain dimension property.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 3. In the Dimension information screen area, maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system automatically sorts the properties alphabetically.

Dimension Information

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No. 1 2 3 4 5 6

Property Name ACCTYPE EVDESCRIPTION FORMAT GROUP RATETYPE SCALING

Length 3 50 20 50 20 2

InApp.

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STYLE

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. In the action pane, choose Modify Dimension Property. 5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for R_ACCT. 6. In the Modify dimension dialog box, choose OK when the task has been successfully completed. 7. Mark the dimension again and choose Maintain dimension members in the action pane. 8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole R_ACCT sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 9. In the action pane, choose Process dimension. 10. In the Process dimensions dialog box, choose Full Process, then choose OK.

For Excel 2007 users, there might be a pop-up window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation. 11. In the Deleted members dialog box, choose OK to confirm the deletion. 12. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have updated R_ACCT dimension.

4.2.7

Updating the R_Entity Dimension

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the R_Entity dimension. In the action pane choose Maintain dimension property. 3. In the Dimension information screen area, maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system automatically sorts the properties alphabetically.

Dimension Information
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No. 1 2 3 4

Property Name CURRENCY EVDESCRIPTION GROUP OWNER

Length 20 50 10 255

InApp.

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STYLE

10

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. In the action pane, choose Modify Dimension Property. 5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for R_Entity. 6. In the Modify dimension dialog box, choose OK when the task has been successfully completed. 7. Mark the dimension again and choose Maintain dimension members in the action pane. 8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole R_ENTITY sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 9. In the action pane, choose Process dimension. 10. In the Process dimensions dialog box, choose Full Process, then choose OK.

For Excel 2007 users, there might be a popup window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation. 11. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have updated R_ENTITY dimension.

4.2.8

Updating the RptCurrency Dimension

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the SAP_BP_Planning tree, in the left-hand screen area, choose the RptCurrency dimension. In the action pane, choose Maintain dimension property. 3. In the Dimension information screen area, maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system automatically sorts the properties alphabetically.

Dimension Information

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No. 1 2 3 4 5 6

Property Name CURRENCY_TYPE ENTITY EVDESCRIPTION GROUP_CURRENCY PARENT_GROUP REPORTING

Length 10 20 50 10 10 2

InApp.

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STORE_GROUP_CURR

10

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. In the action pane, choose Modify Dimension Property. 5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for RptCurrency. 6. In the Modify dimension dialog box, choose OK when the task has been successfully completed. 7. Mark the dimension again and choose Maintain dimension members in the action pane. 8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole RptCurrency sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 9. In the action pane, choose Process dimension. 10. In the Process dimensions dialog box, choose Full Process, then choose OK.

For Excel 2007 users, there might be a popup window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation. 11. In the Deleted members dialog box, choose OK to confirm the deletion. 12. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have updated RptCurrency dimension.

4.2.9

Updating the Time Dimension

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the dimension library of the SAP_BP_Planning tree in the left-hand screen area, choose the Time dimension. In the action pane choose Maintain dimension property. 3. In the Dimension information screen area, maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system automatically sorts the properties alphabetically.

Dimension Information
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No. 1 2 3 4 5 6 7 8 9 10 11 12

Property Name CURRENT EVDESCRIPTION FORMULA ISBEGINNING LEVEL MONTHNUM NEXT PERIOD PRIOR SOLVEORDER STYLE TIMEID

Length 8 50 500 1 10 3 8 10 8 20 2 12

InApp.

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13

YEAR

10

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. In the action pane, choose Modify Dimension Property. 5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for Time. 6. In the Modify dimension dialog box, choose OK when the task has been successfully completed. 7. Mark the dimension again and choose Maintain dimension members in the action pane. 8. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation CD. Copy the whole Time sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 9. In the action pane, choose Process dimension. 10. In the Process dimensions dialog box, choose Full Process, then choose OK.

For Excel 2007 users, there might be a popup window asking whether the dimension member sheet should be saved in Excel 97-2003 format or Excel 2007 format. It is recommended to save it in Excel 97-2003 format in case there are still BPC users using Excel 2003 in your organisation. 11. In the Deleted members dialog box, choose OK to confirm the deletion. 12. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have updated Time dimension.

4.2.10

Creating the Customer Dimension

Prerequisites
You have opened the newly created application set as described in the note above.

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the action pane, on the right-hand side, choose Add a new dimension. 3. In the upper field, enter Customer as a dimension name. 4. In the lower field, enter Customer as a description. 5. Choose Go to Step 2 of 3. 6. In the Dimension Type field, choose User Defined from the drop-down menu.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 7. Choose Go to Step 3 of 3. 8. Maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system automatically sorts the properties alphabetically.

Dimension Information

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No. 1 2

Property Name CURR EVDESCRIPTION

Length 10 50

InApp.

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SCALING

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 9. Choose Add a New Dimension. 10. In the Add a New Dimension dialog box, choose OK when the task has been successfully completed. 11. In the dimension library of the Best Practices tree, in the left-hand screen area, choose the newly created dimension. 12. In the action pane, choose Maintain dimension members. 13. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole Customer sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 14. In the action pane, choose Process dimension. 15. In the Process dimensions dialog box, choose Full Process, then choose OK. 16. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have created a Customer dimension.

4.2.11

Creating the HRAccount Dimension

Prerequisites
You have opened the newly created application set as described in the note above.

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the action pane, on the right-hand side choose Add a new dimension. 3. In the upper field, enter HRAccount as a dimension name. 4. In the lower field, enter HRAccount as a description. 5. Choose Go to Step 2 of 3. 6. In the Dimension Type field, choose Account from the drop-down menu, choose None in Reference Dimension drop-down menu. 7. Choose Go to Step 3 of 3. 8. Maintain the properties according to the following table:

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Dimension Information

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No. 1 2 3 4 5 6 7 8 9 10

Property Name ACCTYPE EVDESCRIPTION IS_INPUT LIST PROFITLOSSACCT RATETYPE SCALING TRANSFER TYPELIM RATE_SALARY

Length 3 50 1 20 20 20 2 20 20 20

InApp.

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11

RATE_BONUS

20

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 9. Choose Add a New Dimension. 10. In the Add a New Dimension dialog box, choose OK when the task has been successfully completed. 11. In the dimension library of the Best Practices tree, in the left-hand screen area, choose the newly created dimension. 12. In the action pane, choose Maintain dimension members. 13. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole HRAccount sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 14. In the action pane, choose Process dimension. 15. In the Process dimensions dialog box, choose Full Process, then choose OK. 16. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have created a HRAccount dimension.

4.2.12

Creating the Product Dimension

Prerequisites
You have opened the newly created application set as described in the note above.

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the action pane, on the right-hand side, choose Add a new dimension. 3. In the upper field, enter Product as a dimension name. 4. In the lower field, enter Product as a description. 5. Choose Go to Step 2 of 3. 6. In the Dimension Type field, choose User Defined from the drop-down menu. 7. Choose Go to Step 3 of 3. 8. Maintain the properties according to the following table:

Simply add the new dimension properties and delete the ones which are not necessary. The system automatically sorts the properties alphabetically.

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Dimension Information

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No. 1 2

Property Name EVDESCRIPTION SCALING

Length 50 2

InApp.

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COGS

10

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 9. Choose Add a New Dimension. 10. In the Add a New Dimension dialog box, choose OK when the task has been successfully completed. 11. In the dimension library of the Best Practices tree, in the left-hand screen area, choose the newly created dimension. 12. In the action pane, choose Maintain dimension members. 13. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole Product sheet into BPC.

The Excel file serves as an example which corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 14. In the action pane, choose Process dimension. 15. In the Process dimensions dialog box, choose Full Process, then choose OK. 16. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have created a Product dimension.

4.2.13

Creating the SalesAccount Dimension

Prerequisites
You have opened the newly created application set as described in the note above.

Procedure
1. Open the SAP_BP_Planning tree in the left-hand screen area and choose Dimension Library. 2. In the action pane, on the right-hand side, choose Add a new dimension. 3. In the upper field, enter SalesAccount as a dimension name. 4. In the lower field, enter SalesAccount as a description. 5. Choose Go to Step 2 of 3. 6. In the Dimension Type field, choose Account from the drop-down menu, choose None in Reference Dimension drop-down menu. 7. Choose Go to Step 3 of 3. 8. Maintain the properties according to the following table:

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No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17

Property Name ACCTYPE ELIMACC EVDESCRIPTION FINSTMT FORMAT FORMULA GROUP IS_INPUT LIST PROFITLOSSACCT RATETYPE SCALING SOLVEORDER STYLE TEMPLATE TRANSFER TYPELIM

Length 3 20 50 5 20 500 20 1 20 20 20 2 20 20 20 5 20

InApp.

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18

UNARYOPERATOR

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 9. Choose Add a New Dimension. 10. In the Add a New Dimension dialog box, choose OK when the task has been successfully completed. 11. In the dimension library of the Best Practices tree, in the left-hand screen area, choose the newly created dimension. 12. In the action pane, choose Maintain dimension members. 13. To maintain the dimension members, open the DimensionMembers.xls file from the Misc folder on the documentation DVD. Copy the whole SalesAccount sheet into BPC.

The Excel file serves as an example that corresponds to the SAP Best Practices demo data (for example sample revenue data), which later is uploaded into the system. Of course you can change the data according to your needs, however remember to change the demo data accordingly. The demo data files are also located in the Misc folder on the documentation DVD. 14. In the action pane, choose Process dimension. 15. In the Process dimensions dialog box, choose Full Process, then choose OK. 16. In the Validate & Process Dimension dialog box, choose OK when the task has been successfully completed.

Result
You have created a SalesAccount dimension.

5
Use

Creating Applications

.5.1 Creating the HCM_Planning Application


This step is to create a new application HCM_Planning to maintain HCM planning headcounts and expenses.

Procedure
1. In the SAP_BP_Planning tree, in the left-hand screen area, choose Application. 2. In the action pane, choose Add a new application. The Add a New Application - Step 1 of 4 action pane is displayed. 3. In the New Application Name field, enter HCM_Planning. 4. In the Description field, enter HCM Planning. 5. Choose Go to Step 2 of 4. 6. Mark the checkbox Financial underneath the entry Reporting Type. 7. Choose Go to Step 3 of 4. 8. In the Select Source Application field, choose the entry PLANNING.

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 9. In the Rate application field, select the entry Rate. 10. Underneath the entry Business rules tables, mark the checkbox Currency conversion rules. 11. Choose Go to Step 4 of 4. 12. Deselect Dimensions and choose Add a New Application. 13. Choose Add a New Application on the right-hand of the screen . 14. In the Create application dialog box, choose OK when the task has been successfully completed. 15. In the SAP_BP_Planning tree, in the left-hand screen area, choose HCM_Planning under the Application node. 16. In the action pane, choose Modify application. 17. In the Application Dimensions, maintain the application so that it looks like this:

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Appset Dimensions Category HRAccount P_Datasrc P_CC RptCurrency

Type C A D E R

Secure Y

R/W Y

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 18. In the action pane, mark the checkboxes Reassign SQL Index and Process Application. 19. Choose Modify Application, choose Yes in the dialog box to confirm the modification. 20. In the Modify application dialog box, choose OK when the task has been successfully completed.

.5.2 Adjusting Rate Application Use


This step is to adjust existing application Rate to maintain foreign currency rate.

Procedure
1. In the SAP_BP_Planning tree, in the left-hand screen area, choose Application. 2. Choose Rate application, then in the action pane, choose Modify application. 3. In the Application Dimensions, maintain the application so that it looks like this:

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Appset Dimensions Category InputCurrency R_ACCT R_Entity

Type C R A E

Secure Y

R/W Y

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Time

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. In the action pane, mark the checkboxes Reassign SQL Index and Process Application. 5. Choose Modify Application, choose Yes in the dialog box to confirm the modification. 6. In the Modify application dialog box, choose OK when the task has been successfully completed.

.5.3 Creating the Sales_Planning Application Use


This step is to create a new application Sales_Planning to maintain sales revenues and sales margins.

Procedure
1. In the SAP_BP_Planning tree, in the left-hand screen area, choose Application. 2. In the action pane, choose Add a new application. The Add a New Application Step 1 of 4 action pane is displayed. 3. In the New Application Name field, enter Sales_Planning. 4. In the Description field, enter Sales Planning. 5. Choose Go to Step 2 of 4. 6. Mark the checkbox Financial underneath the entry Reporting Type. 7. Choose Go to Step 3 of 4. 8. In the Select Source Application field, choose the entry PLANNING. 9. In the Rate application field, select the entry Rate. 10. Underneath the entry Business rules tables, mark the checkbox Currency conversion rules. 11. Choose Go to Step 4 of 4. 12. Deselect Dimensions and choose Add a New Application. 13. Choose Add a New Application on the right-hand of the screen . 14. In the Create application dialog box, choose OK when the task has been successfully completed. 15. In the SAP_BP_Planning tree, in the left-hand screen area, choose Sales_Planning under the Application node. 16. In the action pane, choose Modify application. 17. In the Application Dimensions, maintain the application so that it looks like this:

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Appset Dimensions Category Customer P_CC Product RptCurrency SalesAccount

Type C U2 E U3 R A

Secure Y Y

R/W Y

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 18. In the action pane, mark the checkboxes Reassign SQL Index and Process Application. 19. Choose Modify Application, choose Yes in the dialog box to confirm the modification. 20. In the Modify application dialog box, choose OK when the task has been successfully completed.

.5.4 Creating the PL_Planning Application Use


This step is to create a new application PL_Planning to maintain profit and loss planning data.

Procedure
1. In the SAP_BP_Planning tree, in the left-hand screen area, choose Application. 2. In the action pane, choose Add a new application. The Add a New Application Step 1 of 4 action pane is displayed. 3. In the New Application Name field, enter PL_Planning. 4. In the Description field, enter PL Planning. 5. Choose Go to Step 2 of 4. 6. Mark the checkbox Financial underneath the entry Reporting Type. 7. Choose Go to Step 3 of 4. 8. In the Select Source Application field, choose the entry PLANNING. 9. In the Rate application field, select the entry Rate. 10. Underneath the entry Business rules tables, mark the checkbox Currency conversion rules. 11. Choose Go to Step 4 of 4. 12. Deselect Dimensions and choose Add a New Application. 13. Choose Add a New Application on the right-hand of the screen . 14. In the Create application dialog box, choose OK when the task has been successfully completed. 15. In the SAP_BP_Planning tree, in the left-hand screen area, choose PL_Planning under the Application node. 16. In the action pane, choose Modify application. 17. In the Application Dimensions, maintain the application so that it looks like this:

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Appset Dimensions Category P_ACCT P_CC RptCurrency

Type C A E R

Secure Y Y

R/W Y

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 18. In the action pane, mark the checkboxes Reassign SQL Index and Process Application. 19. Choose Modify Application, choose Yes in the dialog box to confirm the modification. 20. In the Modify application dialog box, choose OK when the task has been successfully completed.

6
Use

Security

This section describes how to create user access to the system and maintain task profiles. The settings described here serve as examples. If necessary, adapt the settings according to the needs of your organization.

.6.1 Maintaining Task Profiles Use


Task profiles determine what types of activity users can perform in BPC. In this activity you add data manager and analysis collection tasks to a specific profile. You can skip this section if you already have these tasks assigned to your profile. To check this, open the Interface for Excel. If you find the entries Manage Data and Data Input in the action pane, you do not have to carry out the steps described below.

Procedure
1. From the hierarchical view on the left side of BPC Administration, expand the Security Task Profiles folder. 2. From the Action Pane, select Add new task profiles. 3. Enter as Profile Name BP_Planning. 4. Enter as Profile Description of BP Planning User Profile. 5. Choose Next to continue. 6. From the View tasks by interface drop down list box, select BusinessProcessFlow. Allow access to the task BPFExecution, RemoveBPFInstances, ReOpenBPFSteps and ResetBPFInstances. 7. Using the same procedures, allow access to the following tasks for the following interfaces:

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Interface BusinessProcessFlow

Tasks BPFExecution RemoveBPFInstances ReOpenBPFSteps ResetBPFInstances

WorkStatus ZFP AnalysisCollection

SetWorkStatus AccessContentLib LiveReport eAnalyze ManageTemplate SubmitData

File Access

Update to company folder

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DM

Execute GeneralAdmin PackageExecute PrimaryAdmin TeamLeadAdmin

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 8. Choose Next to continue. 9. Do NOT assign any teams or users at this time and choose Next to continue. The Finish screen is displayed. 10. Choose Apply to process the team profile. 11. Confirm the information The task has successfully finished with OK.

Result
Now you are able to perform data management tasks.

.6.2 Maintaining Member Access Profiles Procedure


1. In the SAP_BP_Planning tree, in the left-hand screen area, expand the entry Security Member Access Profiles. 2. From the Action Pane, select Add new member access profile. Enter as Profile Name SalesTeam1MbrAccPrf. 3. Enter as Profile Description Planning Member Access Profile for SalesTeam1. 4. Choose Next to continue. 5. Define the following member access settings on the HCM_Planning Application panel:

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Access Read & Write

Dimension Category

Member [ALL] (Choose the field with the three dots . In the dialog box, mark the checkbox All members in dimension and choose OK.)

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Read Only

P_CC

[SalesTeam1] (Choose the field with the three dots . In the dialog box, mark the SalesTeam1 and choose OK.)

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 6. Select PL_Planning Application panel and define the following member access settings:

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Access Read & Write

Dimension Category

Member [ALL] (see above)

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Read Only

P_CC

[SalesTeam1] (see above)

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 7. Select Rate Application panel and define the following member access settings:

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Access Read & Write

Dimension Category

Member [ALL] (see above)

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Read Only

R_Entity

[ALL] (see above)

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 8. Select Sales_Planning Application panel and define the following member access settings:

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Access Read & Write

Dimension Category

Member [ALL] (see above)

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Read Only

P_CC

[SalesTeam1] (see above)

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 9. Choose Next to continue. 10. DO NOT assign any teams or users at this time and choose Next to continue. The Finish screen is displayed. 11. Choose Apply to process the member access profile. 12. Confirm the information The task has successfully finished with OK. 13. Repeat step 1 to step 10 accroding to following table.

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Member Access Profile SalesTea m2MbrAcc Prf

Profile Description Planning Member Access Profile for SalesTeam2

Application

Access

Dimension

Member

HCM_Planni ng PL_Planning Rate Sales_Planni ng

Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write Read Only Read & Write

Category P_CC Category P_CC Category R_Entity Category P_CC Category P_CC Category P_CC Category R_Entity Category P_CC Category P_CC Category P_CC Category R_Entity Category P_CC Category P_CC Category P_CC Category R_Entity Category

[ALL] SalesTeam2 [ALL] SalesTeam2 [ALL] [ALL] [ALL] SalesTeam2 [ALL] SalesTeam3 [ALL] SalesTeam3 [ALL] [ALL] [ALL] SalesTeam3 [ALL] SalesHQ [ALL] SalesHQ [ALL] [ALL] [ALL] SalesHQ [ALL] CorporateHQ [ALL] CorporateHQ [ALL] [ALL] [ALL]

SalesTea m3MbrAcc Prf

Planning Member Access Profile for SalesTeam3

HCM_Planni ng PL_Planning Rate Sales_Planni ng

SalesHQM brAccPrf

Planning Member Access Profile for SalesHQ

HCM_Planni ng PL_Planning Rate Sales_Planni ng

Corporate HQMbrAc cPrf

Planning Member Access Profile for CorporateHQ

HCM_Planni ng PL_Planning Rate Sales_Planni

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ng

Read Only

P_CC

CorporateHQ

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Result
You have modified the member access profiles according to your needs.

.6.3 Creating Teams Procedure


1. From the hierarchical view on the left side of BPC Administration, expand the Security Teams folder. 2. From the Action Pane, select Add new team. Enter as Team Name SalesTeam1. 3. Enter as Team Description SalesTeam1 User Team. 4. Choose Next to continue. 5. DO NOT include any users at this time and choose Next to continue. 6. Define the BPC Access to match the following settings:

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Task Profile

Member Access Profiles

Enable

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BP_Planning

SalesTeam1MbrAccPrf

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 7. Choose Next to continue. 8. Choose Apply to process the team. 9. Confirm the information The task has successfully finished with OK. 10. Repeat step 1 to step 9 accroding to following table.

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Team Name SalesTeam2 SalesTeam3 SalesHQ

Team Description SalesTeam2 User Team SalesTeam3 User Team SalesHQ User Team

Task Profile BP_Planning BP_Planning BP_Planning

Member Access Profile SalesTeam2MbrAccPrf SalesTeam3MbrAccPrf SalesHQMbrAccPrf

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CorporateHQ

CorporateHQ User Team

BP_Planning

CorporateHQMbrAccPrf

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.6.4 Creating BPC Users and Assigning to Team Prerequisites


In Windows Server, you need to create following users to proceed further. To do this by choose Start Settings Control Panel Administration Tools Computer Management Local Users and Groups in your Windows Server. Then in the right windows, right click and select New User.

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User ID Mgr_HR Mgr_ SalesHQ Planner_SalesHQ User_Sales1 User_Sales2 User_Sales3

Full Name HR Manager Sales HQ Manager SalesHQ Planning User SalesTeam1 User SalesTeam2 User SalesTeam3 User

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Planner

Planner for other Department

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Procedure
1. From the tree view, expand the Security Users <your domain> folder. 2. Choose Add new user to include more user to this application set. 3. Choose drop down of Available domains. 4. Choose your users and select arrow to new users for example: Mgr_HR, MGR_SalesHQ, Planner_SalesHQ into Selected for BPC access. 5. Choose Next. 6. Maintain Email & IMadress for each new user. 7. Choose Next. 8. In the Assignments screen on the Assign to teams tab, mark all relevant users. In the Team field, choose the entry SalesHQ. 9. Choose the arrow pointing to the right to add the users to the Selected Users screen area. 10. In the Assignments screen on the Assign to task profile tab, mark all relevant users. In the Team field, choose the entry task profile BP_Planning. 11. Choose the arrow pointing to the right to add the users to the Selected Users screen area. 12. In the Assignments screen on the MemberAccess profile tab, mark all relevant users. In the Team field, choose the entry task profile SalesHQMbrAccPrf. 13. Choose the arrow pointing to the right to add the users to the Selected Users screen area. 14. Choose Next to continue. 15. Choose Apply to process the users. 16. Confirm the information The task has successfully completed with OK. 17. Repeat step 1 to step 16 accroding to following table.

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User User_Sales1 User_Sales2 User_Sales3 Mgr_SalesHQ

Team SalesTeam1 SalesTeam2 SalesTeam3 SalesHQ

Task Profile BP_Planning BP_Planning BP_Planning BP_Planning

Member Access Profile SalesTeam1MbrAccPrf SalesTeam2MbrAccPrf SalesTeam3MbrAccPrf SalesHQMbrAccPrf

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Planner

CorporateHQ

BP_Planning

CorporateHQMbrAccPrf

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Result
You have modified the member access profiles according to your needs.

After assigning new user in application set SAP_BP_Planning, you may re-assign Owner & Reviewer in dimension P_CC, and re-process with new assigned users.

7
Use

Setting Application Set Status

To be able to load data for the application set you have created you need to set the status to Available.

Procedure
1. Mark the application set SAP_BP_Planning in the tree structure in the left-hand screen area. 2. In the action pane choose Set application set status. 3. Mark the checkbox Available. 4. Choose Update application set status.

Result
The application set is now available to be worked with from other interfaces, such as BPC for Excel.

8
Use

Setting Work Status

.8.1 Setting Work Status on Application Set Level


To be able to set the work status in BPF (Business Process Flow), proper status should be configured in advance.

Procedure
1. Mark the Work Status in the tree structure in the left-hand screen area. 2. Change the options of Approved status as following.

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Work State Unlocked / Submitted /

Data Manager All Owner

Journal All Locked

Manual Input All Locked

Comment All Locked

Document All Locked

Controlled By Both Owner

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Approved /

Owner

Locked

Locked

Locked

Locked

Mgr

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 3. Choose Update work state in the action pane. 4. Choose Yes if work status is successfully updated.

Result
Work status is updated on Application Set level.

.8.2 Setting Work Status on Application level Use


Besides setup the work status on application set level, work status also should be configured correctly on application level.

Procedure
1. In the SAP_BP_Planning tree, in the left-hand screen area, expand the entry Application. 2. Expand application Sales_Planning Work Status Setting 3. Maintain the work status setting for Sales_Planning as following.

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AppSet Dim Name SalesAccount Cateogry Customer P_CC Product RptCurrency

Work State No Yes No Owner No No

Member Validation TotalSalesRevenue

Base Hierarchy 1

CustomerA 1 ProductA LC

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Time

Yes

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 4. Select Save Work Status Settings in the action pane. 5. Expand application HCM_Planning Work Status Setting 6. Maintain the work status setting for Sales_Planning as following.

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AppSet Dim Name P_Datasrc Cateogry HRAccount P_CC RptCurrency

Work State Yes Yes No Owner No

Member Validation

Base Hierarchy 1 1

Salary 1 LC

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Time

Yes

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 7. Select Save Work Status Settings in the action pane. 8. Expand application PL_Planning Work Status Setting 9. Maintain the work status setting for Sales_Planning as following.

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AppSet Dim Name Cateogry P_ACCT P_CC RptCurrency

Work State Yes No Owner No

Member Validation ProfitLoss

Base Hierarchy 1 1

LC

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Time

Yes

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SAP Best Practices Business Planning and Consolidation - Administration: Configuration Guide 10. Select Save Work Status Settings in the action pane.

Result
Work status is updated on Application level.

Setting BPC Landing Web

.9.1 Posting Document Preliminary Step


Web Admin: set parameter the value of ALLOW_EXTENSIONS to jpg at appset level

Procedure
1. Log on to web interface. To do so start the SAP BPC Launch Page from your desktop icon of Planning and Consolidation or via the Start menu of your desktop, then in the Programs folder choose SAP BusinessObjects Planning and Consolidation Planning and Consolidation. 2. On the SAP BusinessObjects- Launch Page, choose Interface for web. 3. Choose Content Library from the Getting Started Options action pane. 4. Select Post a document from the Content Library Options action pane. 5. In the Post a Document - Step 1 of 5 screen, select Browse to browse for the \Misc\ Admin_Guide folder on the SAP Best Practices for BPC documentation DVD and open image-main.jpg.Select green arrow icon to go to next step. 6. In the Post a Document - Step 2 of 5 screen, select Select users/teams. 7. Mark the All Users check box and select OK step. . Select green arrow icon to go to next to go to next step. to go to next step.

8. In the Post a Document - Step 3 of 5 screen, select green arrow icon 9. In the Post a Document - Step 4 of 5 screen, select green arrow icon 10. In the Post a Document - Step 4 of 5 screen, select OK .

11. Repeat steps from 4~10 to post the documents listed in following tables.

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Document image-258.jpg image-259.jpg image-bp2.jpg image-bp3.jpg

Title image-258 image-259 image-bp2 image-bp3

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image-bp5.jpg

image-bp5

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Result
Once the page is open, you can add and view comments, modify the contents of the page, or delete the page.

.9.2 Adding Web Page Procedure


1. Log on to web interface. To do so start the SAP BPC Launch Page from your desktop icon of Planning and Consolidation or via the Start menu of your desktop, then in the Programs folder choose SAP BusinessObjects Planning and Consolidation Planning and Consolidation. 2. On the SAP BusinessObjects- Launch Page, choose Interface for web. 3. Choose Content Library from the Getting Started Options action pane. 4. Select Add a new web page from the Content Library Options action pane. 5. Enter a page name(for example page-main), select No columns as a template layout from the list and select green check icon to go to next step. 6. Select the object type Document File and drag into the page area. 7. Enter a title(for example BPC V1.75 Planning/BPC V1.75 ) for the object and choose 500 as the objects pixel height. select green arrow icon to go to next step. .

8. Mark the radio button for image-main.jpg select green check icon 9. Select Set access to this web page from the action pane. 10. Save and show me the finished Web page 11. Mark the All Users check box and select OK step.

. Select green arrow icon

to go to next

12. Select Save and show me the finished Web page. 13. Repeat steps from 4~10 to add web pages as following tables.

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Page name Page-258

Template layout Side by side

Side Left side of page

Object BPF

Object detail Business Result Analysis and Simulation Image-258.jpg Sales Planning Image-bp2.jpg HCM Planning Image-bp3.jpg PL Planning Image-bp5.jpg Performance Review and Forecast Image-259.jpg

Right side of page Page-bp2 Page-bp3 Page-bp5 Page-259 Side by side Side by side Side by side Side by side Left side of page Right side of page Left side of page Right side of page Left side of page Right side of page Left side of page Right side of page

Document - File BPF Document - File BPF Document - File BPF Document - File BPF Document - File

Result
Once the page is open, you can add and view comments, modify the contents of the page, or delete the page.

.9.3 Setting Parameter Procedure


1. Log on to web interface. To do so start the SAP BPC Launch Page from your desktop icon of Planning and Consolidation or via the Start menu of your desktop, then in the Programs folder choose SAP BusinessObjects Planning and Consolidation Planning and Consolidation. 2. On the SAP BusinessObjects - Launch Page, choose Administration. 3. Choose Set AppSet Parameters from the Administration for the Web action pane. 4. Set value for LANDINGPAGEITEM and select Update.

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