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Functional Track 2 overview EPM Add-in Deep dive | Data Manager front-end
Agenda
Functional Track 2 EPM Add-in Deep dive section
Creating EPM connections manually Building reports and input forms (report options) Use the new formatting concept of EPM Formatting Sheets Build multi-source reports in a single spreadsheet
Additional Topics
Ribbon Extension
EV Functions & EVDRE re-implementation, migration and API changes (API mapping)
Topic
Introduction and Housekeeping BPC 10 EPM Add-In Overview Section 1 Ex 1 to 5 Section 2 Ex 1 to 3 Section 3 Ex 1 Section 4 Ex 1 to 4 Section 5 Ex 1 to 4 Review Contact information and Links Optional Section 6 Ex 1 to 5 and/or Work on your own to finish exercises or use system for other questions and discovery
Done by
Everyone Presenter Class Attendees With Presenter and Proctors to Assist Presenter Class Attendees Without Assistance (on your own)
Type
Sign-in Presentation Hands-on Exercises
10 minutes Remaining Time Instances shut down 5 hours after beginning of class.
Presentation Hands-on
Note:
For info on whats new in BPC 10 see pdfs at end of this PPT file.
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Housekeeping
Everyone should have received an email with the following information: Agenda and Housekeeping Presentation Exercises Logon Information
For quick questions ask for help on phone For quick questions use Chat For longer question ask for contact information to have a separate Connect Session with a proctor. The information will be displayed in chat.
https://sap.na.pgiconnect.com/I###### (we may only give the phone number and I###### portion of this link - in chat, append to this URL and paste in your browser)
ODBO
ODBO WS
ODBO WS
SAP BOPC 10 cubes for both Microsoft and NetWeaver versions can be queried from the EPM add-in using two different kinds of connections: Web Services ODBO provider (a particular ODBO provider for each NW and MS version).
This connection type is for ODBO connections, which can be built for FC SSAS cubes, FC BW cubes, SSAS standard cubes, BW standard cubes, PCM ODBO provider, SSM ODBO provider, BPC MS ODBO provider and SAP BW OLE DB provider.
An ODBO connection doesnt allow data input, and is only used for data retrieval. Data Manager features are also not reachable with an ODBO connection. However, the usage of custom members (to build some complex MDX calculated members) can only be performed with an ODBO connection.
This type is for Web Service connections, on the top of BPC 10 MS and BPC 10 NW. A Web service connection allows data input, and the use of the Data Manager ribbon, but does not support the creation of custom members.
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Once logged into the EPM data source, click the New Report button (1) or
drag & drop dimensions from the dimension list in the EPM Pane to the row axis and columns axis (2). 2 1
Or
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Once your report is generated, you can access its options (tabs) by clicking the
Edit Report button (1). The Report Editor opens with a list of options and tabs (2). 1 2
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By selecting Use as Input Form option (3), the Save Data button will become available (4), when coming back to your report.
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Click on the Account dimension in row axis on the EPM Pane (1) in order to
define the desired expansion. The Member Selector opens and you can now define your Account expansion. 1
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Select PL600 account member (2), and Member and Descendants in the Selection Relationship dropdown (3), and move it to the Selected Members window, by clicking the right arrow button (4), and click OK (5).
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You report now displays NetIncome and all its descendants for the Account
dimension.
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Formatting
For each report, you can decide to apply a formatting by clicking the View
Formats button on the EPM tab (1). A new sheet appears in your workbook (called EPMFormattingSheet) (2). 1
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Formatting
Apply some formatting to the desired sections. Be aware of the priority (read from the top to the bottom).
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Formatting
Return to Sheet1 worksheet and click the Edit Report button (1). Under the
Options tab click the Apply Dynamic Formatting checkbox and choose EPMFormattingSheet in the drop-down box (2).
Back to your report, the formatting is applied (3) according to the EPMFormattingSheet definition.
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Multi-source reports
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.
Note that the Active Connection drop-down 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:
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Multi-source reports
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.
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Report 2 is linked to the same Planning and Consolidation connection, and displays another dimension in columns.
Currently, you can only use the Axis Sharing feature on the same data source. A future EPM add-in service pack will allow the Axis Sharing feature on multiple data sources.
2011 SAP AG. All rights reserved. 21
Some EPM functions enable you to perform some actions on reports or input
forms. Those functions are complementary to the EPM Add-in interface, and might allow your reports or input form to be even more dynamic.
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.
2011 SAP AG. All rights reserved. 23
=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.
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=EPMDimensionOverride("000;001",TIME",B20)
EPMDimensionOverride formula offers the ability to reference former MemberSet cell
(from an EVDRE report), 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.
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The EVDRE migration tool exists in order to help customers migrate their BPC
7.5 EVDRE reports to EPM add-in reports. You can access the tool via the More button, and select EvDRE Migration (1).
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The generated report layout reflects the same expansions in row and column
axes, compared to the MemberSet parameter used in EVDRE expansion range.
A new formatting sheet is automatically created, and filled-in with the formats
defined in your initial EVDRE Format range.
Sorting, ranking, suppressing, and inserting options are not migrated, as well as
all shifting columns (columns between the row or column header and the data grid, usually used to display some member properties).
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API
The EPM Add-in provides BPC macros and BPC events, but with different names compared to former 7.5 BPC macros. For example, former MNU_eSUBMIT_REFSCHEDULE_SHEET_REFRESH macro is now called SaveWorksheetData and former BEFORE_SEND event is now called BEFORE_SAVE.
Note: In version 7.5, a parameter was needed for BPC events, such as
BEFORE_REFRESH(Argument as String). In EPM Add-in, no parameter is needed: BEFORE_REFRESH().
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Others
Custom
menus Custom menu functionality is no longer provided in BPC 10 NW. Customers should:
either move to BPF functionality, displaying and executing Business Process Flow actions from the EPM Pane. or use the EPMExecuteAPI (former EVMNU) function from a worksheet that could be linked to a customized ribbon extension. or use Workspaces from the Web portal (to a lesser extent).
EVMNU
EVMNU function is still supported, but will need to be updated manually with the new macro names from the new public API.
Technically, the SQE in SAP BPC 10 NW consists of the following sub-modules. These submodules are completely invisible to the end users:
RSDRI - RSDRI is the function group in SAP NetWeaver BI that deals with access to InfoProviders. In the SQE, an RSDRI query means calling the internal SAP NetWeaver BI functions to read data from an InfoProvider (Fastest) or Fact tables
MDX - SAP NetWeaver BI exposes OLAP BAPIs to access data from an InfoProvider through MDX. The MDX query method in SAP BPC generates the MDX statements required to retrieve data with the SAP BPC application logic applied. It is always used when there are dimension member formulas, measure formulas, or hierarchy parent values to be retrieved
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In transaction UJSTAT, the user would see the query produced an RSDRI query.
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In transaction UJSTAT, the user would see the query produced an MDX query.
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UJSTAT
By default, no statistics will be collected, but you can turn them on at the Model level (introduced in SP03, note 1601883). In transaction SPRO, select SAP Reference IMG, and navigate to Set Model Parameters
To turn Statistics on, select the execute button next to Set Model Parameters and enter ON for the field BPC_STATISTICS.
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UJSTAT
When you run transaction UJSTAT, you are prompted to apply filters to select the statistics you wish to display.
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UJSTAT
Double click an entry to drill down on the events. Under the item Run Sub Query for Measures, you will see either MDX Query Kernel or RSDRI Query Kernel entry.
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UJSTAT
The columns with most importance are: Hierarchy Description of the event Seq Number Order in which the query performed the task Runtime Runtime of the particular event T Runtime Total runtime of the request C Runtime Cumulative runtime of the event Nr of Records Number or records returned
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UJSTAT
In an MDX query, you can double click on the event Mddataset_create_object to view the actual MDX produced. Notice in the MDX statement the data is being pulled from the InfoProvider Query.
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UJSTAT
Deleting Statistics
Records, once written to the statistics table, will not be deleted automatically. If statistics are used heavily, you might need to periodically delete the statistics from the table.
Program UJ0_STATISTICS_DELETE has been provided for this purpose (accessed via transaction SE38)
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Installed on client machine (no need to be aligned with BPC server SP) Supports advanced reporting and input form
Easy drag & drop feature and axis selection Complex formatting Sorting, ranking, filtering, and spreading capabilities Advanced member selections, data offsets Member recognition Use of BPC VBA macros and advanced cell-based formulas Workbook supports multiple reports, input schedules and sources Report links for ad hoc analysis
Can run data manager process chains and execute drill-through Ribbon customization Enhanced Word and PowerPoint integration Create Distribution and Book templates
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Zero footprint and can work on client computers not running Microsoft Office
Supports simple reporting and data input, to augment EPM Excel capabilities
Can filter on members, sort fields, change layout and show charts Using Dashboard Designer 4.0 can allow for more complex scenarios using flash files
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Excel client
Excel formulas can be created and used. Formulas on summation, calculations parent node values (instead of fetching values from backend) can be done. VB scripting can be leveraged
Formatting
Web client does not have report formatting features though it has functionality to use chart and table with various options for chart. Data Manager packages cannot be executed from the web client.
Full array of report formatting features are available. In addition, Excel formatting features can also be leveraged. Data manager packages can be executed from the Excel client.
Data Manager
Drill-Through
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Excel client
Excel client has additional features such as enhanced member selector, direct member entry, member offset , spreading etc.
Integration
Web client can report data from SAP BusinessObjects Planning and Consolidation 10.0 only.
Excel client can report data from other EPM products as well as external systems connected through ODBO Excel add-in. Multiple reports and charts can be added to a workbook (including multiple sources).
Installation
Web client can work with zero footprint and also with client machines that do not have Microsoft Office.
Excel client needs to be installed on the client machine and a valid connection needs to be created.
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Data Manager
User Interface (UI)
Data Manager UI
The ability to access the Data Manager user interface is only possible with a Web Services connection, using the standard Planning and Consolidation connection type:
a
2011 SAP AG. All rights reserved.
If you connect to a BPC environment using the ODBO provider (for MS or NW), the Data Manager ribbon will be greyed out:
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Data Manager UI
The access to the new Data Manager UI is performed from a dedicated Data Manager tab, next to the EPM:
If the user is already logged into BPC via the EPM tab, Data Manager inherits the same
connection. Conversely, the user does not have to log in via the EPM ribbon as the Data Manager tab also contains a Logon/Logoff button.
When using an ODBO connection type, the user will need to log in
via the Data Manager tab in order to run Data Manager packages.
Data Manager UI
Two ribbons are available in the Data Manager tab:
Data Manager Group: this is where you can perform all data manager tasks:
Run package or package links View package, package links and schedule status Upload data Download data Data preview Organize packages or package links list Create and manage Transformation files Create and manage Conversion files The More button will allow you to either Clear the prompt values or change the dedicated connection for Data Manager.
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Data Manager
New process chains (Copy Comments/Load Transactional Data from BW InfoProvider UI)
Data Manager
For example, running Load Transaction Data from BW InfoProvider (UI) package in Append mode with the Merge option wont overwrite or clear existing data in the target application (unless you use the Replace & Clear option). The Key figure of new and old data with the same data range is automatically aggregated across all dimensions. New data (without the same data range in the target) will be directly appended into the application.
In fact, destination records are cleared according to the data range provided by dimension type E (Entity), T(Time), C(Category), D (DataSrc) from the source data.
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Data Manager
Load Transactional Data from InfoProvider (UI)
1.
Click the folder icon to display the InfoProvider Selection window. Select the source InfoProvider in the list. Click the Set Selection button. In the Set Selection window, select the desired dimensions /fields and attributes you want to get the data.
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3.
4.
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Data Manager
Load Transactional Data from InfoProvider (UI)
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Data Manager
Load Transactional Data from InfoProvider (UI)
Merge
Source data is first aggregated by all dimensions Target data is then overwritten by the aggregated source data by all dimensions.
Aggregate overwrite
Source data is appended into the target BPC cube. Key figure will be aggregated by all dimensions. Append
Target data is first cleared by E/C/T/D selection in the source. Source data is appended into the target BPC cube. Key figure will be aggregated by all dimensions.
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Data Manager
Copy Comments
1.
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2.
Click the Add button to select the Source Category member you would like to copy. Select Actual and move it to the Selected Member section using the right arrow button. Click the Add button to select the Target Category member and choose Budget. All comments across every other dimensions will then be copied from Actual category to Budget category.
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3.
4.
Additional Topics
Master Data on the fly Ribbon Extension EV Functions EVDRE re-implementation, migration and API changes (API mapping MS Word and PowerPoint integration
Examples include:
Creating new projects or marketing events that they would like to plan. Create new employees or positions to plan salaries for their cost center.
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(http://wiki.sdn.sap.com/wiki/display/BPX/Enterprise+Performance+Management+%28EPM% 29+How-to+Guides).
Whats included:
Transport containing the custom process type and custom process chain Step by step instructions in creating:
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Ribbon Extension
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 Add-in each time you log-on to your EPM datasource via the Log On button. The ribbon is automatically changed with your extension.
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Ribbon Extension
How to create it?
Create an new Class Library project with Visual Studio 2008 or 2010.
Create as many extension as you would like and define the priority order for each.
Copy this generated dll and paste it into the EPM Add-in installation files. Open Excel and the EPM tab now reflects your customized extension.
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Ribbon Extension
Result
Before enabling ribbon extension (standard ribbon)
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Ribbon Extension
Demo
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EV functions
BPC 7.5 reports may only be built with EV functions. Here is the list of all former BPC 7.5 functions that are backward compatible:
evAPD evAPP evASD evAST evBET evBNV evCGP evCGT evCOM evCVW evDES evDIM evDNV evGET EPMModelCubeDesc EPMModelCubeID EPMEnvDatabaseDesc EPMEnvDatabaseID EPMComparison EPMBook EPMCommentPartialContext EPMCommentFullContext EPMSaveComment EPMContextMember EPMMemberDesc EPMDimensionType EPMDocumentList EPMRetrieveData
evGTS evHNV evLCK evMBR evMNU evPRO evPRP evRNG evRTI evSND evSVR evTIM evUSR OsCLD EPMScaleData EPMURL EPMWorkStatus EPMSelectMember EPMExecuteAPI EPMMemberProperty EPMDimensionProperty EPMCellRanges EPMRefreshTime EPMSaveData EPMServer EPMMemberOffset EPMUser EPMDocument
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EV functions
Some former EV functions have been turned into EPM Add-in features and, therefore, are not supported anymore:
EVEXP (use the new Report Editor instead) EVENE
EVNXP
EVSET EVLST EVPXR EVHOT (becomes Quick links functionality in the EPM add-in)
In case you are using one of those functions above in your former reports, you will have to modify the report manually, using the EPM Add-in interface.
2011 SAP AG. All rights reserved. 64
Creation of new EVDRE reports through the EVDRE builder wizard is not possible. However, you can either design a new EVDRE from scratch (if you were familiar with it), or copy an existing one and adapt it to match your new model/environment.
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OR
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Under the Options menu (EPM -> Options), the user can customize the number format, auto fit column width as well as repeat row and column headers.
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When the field is highlighted, the data intersection appears instead of the EPM Panel.
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Documentation
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Thank You!