SAP EPM Add-in for Microsoft Office

Transcription

1 September 9 11, 2013 Anaheim, California SAP EPM Add-in for Microsoft Office Pravin Datar

2 Learning Points Overview of basic features of EPM Add-in for MS Office Advanced features: Multi Source reports Advanced Cell Based Formulas Ribbon Extension Some tips and Tricks Driver based input formulas Data validation Rolling 12 months Formatting using named ranges More resources and Documentation 2

3 Learning Points Overview of basic features of EPM Add-in for MS Office Advanced features: Multi Source reports Advanced Cell Based Formulas Ribbon Extension Some tips and Tricks Driver based formulas Data validation Rolling 12 months Formatting using named ranges More resources and Documentation 3

4 Overview of basic features of EPM Add-in Creating EPM Connections: Local vs. Planning & Consolidation type Local connection type is for ODBO connections (e.g. basic BW cubes). Only used for data retrieval. Data Manager features Custom members can be created with MDX Planning & Consolidation type is for Web Service connections Used for BPC 10 MS and BPC 10 NW. Allows data input, and the use of the Data Manager ribbon, but does not support the creation of custom members Manual vs. Automatic connections Automatically created connections, accessed from the BPC web portal, are not stored in the EPM Connection Manager window Manual connections are stored in an XML file 4

5 Building reports and input forms 1 of 2 Once logged into the EPM data source, click the New Report button or drag & drop dimensions from the dimension list in the EPM Pane to the row axis and columns axis. Once your report is generated, you can access its options (tabs) by clicking the Edit Report button. The Report Editor opens with a list of options and tabs. By selecting Use as Input Form option, the Save Data button will become available, when coming back to your report. 2 5

6 Building reports and input forms 2 of 2 Click on the Account dimension in row axis on the EPM Pane in order to define the desired expansion. The Member Selector opens and you can now define your Account expansion Select account member(s), and in the Selection Relationship option from drop-down (e.g. Member and Descendants), and move it to the Selected Members window, by clicking the right arrow button You report now displays NetIncome and all its descendants for the Account dimension. 6

7 Basic formatting 1 of 2 For each report, you can decide to apply a formatting by clicking the View Formats button on the EPM tab. A new sheet appears in your workbook (called EPMFormattingSheet). Apply some formatting to the desired sections. Be aware of the priority (read from the top to the bottom). 7

8 Basic formatting 2 of 2 Return to Sheet1 worksheet and click the Edit Report button. Under the Options tab click the Apply Dynamic Formatting checkbox and choose EPMFormattingSheet in the drop-down box. Back to your report, the formatting is applied according to the EPMFormattingSheet definition. 2 8

9 Learning Points Overview of basic features of EPM Add-in for MS Office Advanced features: Multi Source reports Advanced Cell Based Formulas Ribbon Extension Some tips and Tricks Driver based formulas Data validation Rolling 12 months Formatting using named ranges More resources and Documentation 9

10 Multi Source Reports 1 of 2 Using the EPM Add-in, you can display two reports belonging to different data sources on the same worksheet Report 1 is linked to a Planning and Consolidation connection. Report 2 is linked to a native BW cube through ODBO driver connection. Note that the Active Connection dropdown in the EPM Pane references all data sources which you are simultaneously connected to. And you can add new connections directly from here choosing the Select Another connection link:

11 Multi Source Reports 2 of 2 When displaying several reports on the same spreadsheet, you can turn on the Axis Sharing Feature. Report 1 is linked to a Planning and Consolidation connection, and shares its row axis with Report 2. Report 2 is linked to the same Planning and Consolidation connection, and displays another dimension in columns

12 Advanced cell-based formulas 1 of 3 EPMCopyRange This function enables you to add and repeat the content of a range of cells until the bottom (columns) or the right side (rows) of a report is reached. The range is added to the data grid and to the shift zones (if there are ones), starting after the row axis and below the column axis. Typically, this function is very useful when you use hidden columns between your row headers and your data range (what we call shifting columns). This function is not the official successor for Before Range/After Range. The new method for building Before and After Range would be to either use the Sorting & Grouping feature in the axis definition, or use the new EPMInsertCellsBeforeAfterBlock directly in the report. 12

13 Advanced cell-based formulas 2 of 3 =EPMCopyRange("000",TRUE,A2:D2) Here, the formula is used to copy a formatting range down the rows. It is applied for the shift column (column B), as well as for the data grid. The source definition of the formats to apply is placed in cells A2:D2, above the report. In cells A2:D2, you can also add formulas to retrieve comments instead of data for example. 13

14 Advanced cell-based formulas 3 of 3 =EPMDimensionOverride("000;001", TIME",B20) EPMDimensionOverride formula offers the ability to reference former MemberSet cell, so that your expansion in EPM Add-in will retrieve the same result. Former MemberSet parameters can be used (MEMBERS, BAS,SELF,LDEP(n), etc ) In this example, the formula will override the member selection for the TIME dimension in reports 000 and 001. The dimension member selection performed in the Member Selector is replaced by value in cell B20. EPMDimensionOverride("000;001", TIME",B20) 14

15 Ribbon Extension 1 of 3 Ribbon extension Is a way to customize your EPM standard ribbon (when connected to any EPM Data sources) Provides an already-customized client interface that better matches customer front-end needs. How it works? You will create and place a newly generated dll in the folder which contains all EPM add-in installation files (usually C:\Program Files (x86)\sap BusinessObjects\EPM Add-In). The extensions (new dll) inside will be automatically detected by the EPM Addin each time you log-on to your EPM datasource via the Log On button. The ribbon is automatically changed with your extension. 15

16 Ribbon Extension 2 of 3 How to create it? Create an new Class Library project with Visual Studio 2008 or Implement all methods which are defined in the interface IEpmRibbonExtensibility. Build your project, and name your generated dll with the name ending with RibbonExtension.dll (for example: MegaEliteRibbonExtension.dll) Create as many extension as you would like and define the priority order for each and Copy this generated dll and paste it into the EPM Add-in installation files.

17 Ribbon Extension 3 of 3 Result Before enabling ribbon extension (standard ribbon) After enabling ribbon extension (customized ribbon)

18 Learning Points Overview of basic features of EPM Add-in for MS Office Advanced features: Multi Source reports Advanced Cell Based Formulas Ribbon Extension Some tips and Tricks Driver based formulas Data validation Rolling 12 months Formatting using named ranges More resources and Documentation 18

19 Driver based formulas Driver based formulas allow you to define the drivers for your data input Driver based formulas allow you to save the results based on user specified calculations based on the specified driver The results are automatically refreshed when the drivers for the results change Local members need to be defined to enable driver based formulas 19

20 Data Validation 1 of 2 Data Validation functionality of EPM Add-in allows to validate data input based on defined rules/formulas Data Validation in EPM Add-in is different than BPC Validations. BPC Validation. BPC Validations can use validation Badi and can validate data from data loading whereas Data Validation of EPM Add-in is applicable to data input through EPM Add-in and can use formulas in EPM Add-in Data Validation in EPM Add-in can be used in addition to Excel Validation 20

21 Data Validation 2 of 2 Features available in Data Validation functionality: Creation of custom formulas Input message to guide the users to enter valid data Error message to inform users about the reasons for invalid data entry 21

22 Rolling 12 months Input schedule with rolling 12 months allow updating display of actual and plan periods dynamically For doing this, start by creating a property in time dimension for the closed periods and filling it for closed dim members While creating the report, select context and member only instead of member and descendants Create a formula showing actual for the closed periods and forecast for the rest of the periods 22

23 Formatting with named ranges Formatting with named ranges allow you to format specific ranges in the report with custom formatting We can create named ranges for any dimension with any user specified dimension members The ranges show up in the property when we apply formatting by property 23

24 More Resources and documentation How to guide - SSO implementation via client certificates for BPC 10 NW. mance+management+%28epm%29+how-to+guides EPM Add-in user guide and installation guide

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