BPC Administration Configuration Guide en CN

SAP BusinessObjects Planning and Consolidation 7.5, version for the Microsoft platform

June 2011

English

Business Planning and Consolidation - Administration

SAP AGDietmar-Hopp-Allee 16D 69190 WalldorfGermany

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

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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.....................................................................................7

4.2.1 Updating the Category Dimension........................................................................9

4.2.2 Updating the InputCurrency Dimension..............................................................10

4.2.3 Updating the P_ACCT Dimension.......................................................................11

4.2.4 Updating the P_CC Dimension...........................................................................13

4.2.5 Updating the P_DATASRC Dimension...............................................................14

4.2.6 Updating the R_ACCT Dimension.......................................................................15

4.2.7 Updating the R_Entity Dimension.......................................................................17

4.2.8 Updating the RptCurrency Dimension.................................................................18

4.2.9 Updating the Time Dimension.............................................................................19

4.2.10 Creating the Customer Dimension......................................................................20

4.2.11 Creating the HRAccount Dimension....................................................................21

4.2.12 Creating the Product Dimension.........................................................................23

4.2.13 Creating the SalesAccount Dimension................................................................24

5 Creating Applications.........................................................................................................26

5.1 Creating the HCM_Planning Application......................................................................26

5.2 Adjusting Rate Application...........................................................................................27

5.3 Creating the Sales_Planning Application.....................................................................27

5.4 Creating the PL_Planning Application.........................................................................28

6 Security.............................................................................................................................. 29

6.1 Maintaining Task Profiles.............................................................................................30

6.2 Maintaining Member Access Profiles...........................................................................31

6.3 Creating Teams...........................................................................................................33

6.4 Creating BPC Users and Assigning to Team...............................................................33

7 Setting Application Set Status............................................................................................35

8 Setting Work Status...........................................................................................................35

8.1 Setting Work Status on Application Set Level..............................................................35

8.2 Setting Work Status on Application level.....................................................................36

9 Setting BPC Landing Web.................................................................................................37



9.1 Posting Document.......................................................................................................37

9.2 Adding Web Page........................................................................................................38

9.3 Setting Parameter........................................................................................................39



Business Planning and Consolidation - Administration

1 UseThis 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.

2 TerminologyApplication 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.

3 Navigation in the SystemWhen 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.



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 you can open other available interfaces or with See Also open the BPC help.

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.

4 Configuration

4.1 Central Note for SAP Business Planning and Consolidation

ProcedureBefore you start with the installation process check the following Note:

SAP Note #

Description / Symptom Component

1586672 SAP Best Practices for BPC V1.75 for China SV-SMB-AIO-BP-BPC



4.2 Creating a New Application Set

UseBusiness 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.

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.



ResultYou 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 InformationNo. Property Name Length InApp.

1 CATEGORY_FOR_OPE 10

2 COMPARISON 20

3 EVDESCRIPTION 50

4 FX_DIFFERENCE_ONLY 10

5 FX_SOURCE_CATEGORY 10

6 RATE_CATEGORY 10

7 RATE_PERIOD 10

8 RATE_YEAR 10



9 STARTMTH 3

10 YEAR 10



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.

ResultYou have updated Category dimension.

4.2.2 Updating the InputCurrency Dimension

Procedure


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.



Dimension Information



No. Property Name Length InApp.

1 ENTITY 20

2 EVDESCRIPTION 50

3 MD 2

4 REPORTING 2

5 SCALE 2




5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for ‘InputCurrency’.



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.







ResultYou have updated InputCurrency dimension.

4.2.3 Updating the P_ACCT Dimension

Procedure


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.


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





1 ACCTYPE 3

2 ELIMACC 10

3 EVDESCRIPTION 50

4 FINSTMT 2

5 FORMAT 5

6 FORMULA 500

7 GROUP 10

8 IS_INPUT 2

9 RATETYPE 20

10 SCALING 2

11 SOLVEORDER 20

12 TEMPLATE 10




5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for ‘P_ACCT’.



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.







ResultYou have updated P_ACCT dimension.

4.2.4 Updating the P_CC Dimension

Procedure


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.







1 CURRENCY 20

2 DRILLKEY 5

3 EVDESCRIPTION 50

4 FUNCTION 10

5 FX_TYPE 10

6 GROUP 5

7 LEVEL 1

8 OWNER 80

9 PLANNING 10

10 REPORT 10

11 REVIEWER 80

12 STYLE 10




5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for ‘P_CC’.



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.


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.



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.



ResultYou have updated P_CC dimension.

4.2.5 Updating the P_DATASRC Dimension

Procedure


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.






1 EVDESCRIPTION 50

2 SCALING 10




5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for ‘P_DATASRC’.



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.


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.






ResultYou have updated P_DATASRC dimension.

4.2.6 Updating the R_ACCT Dimension

Procedure


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.






1 ACCTYPE 3

2 EVDESCRIPTION 50

3 FORMAT 20

4 GROUP 50

5 RATETYPE 20

6 SCALING 2

7 STYLE 4




5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for ‘R_ACCT’.



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.







ResultYou have updated R_ACCT dimension.

4.2.7 Updating the R_Entity Dimension

Procedure


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.







1 CURRENCY 20

2 EVDESCRIPTION 50

3 GROUP 10

4 OWNER 255

5 STYLE 10




5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for ‘R_Entity’.



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.






ResultYou have updated R_ENTITY dimension.

4.2.8 Updating the RptCurrency Dimension

Procedure


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.






1 CURRENCY_TYPE 10

2 ENTITY 20

3 EVDESCRIPTION 50

4 GROUP_CURRENCY 10

5 PARENT_GROUP 10

6 REPORTING 2

7 STORE_GROUP_CURR 10




5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for ‘RptCurrency’.



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.







ResultYou have updated RptCurrency dimension.

4.2.9 Updating the Time Dimension

Procedure


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.







1 CURRENT 8

2 EVDESCRIPTION 50

3 FORMULA 500

4 ISBEGINNING 1

5 LEVEL 10

6 MONTHNUM 3

7 NEXT 8

8 PERIOD 10

9 PRIOR 8

10 SOLVEORDER 20

11 STYLE 2

12 TIMEID 12

13 YEAR 10




5. Choose OK in the confirmation screen This dimenstion must be processed because the InApp property has been chagned for ‘Time’.



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.







ResultYou have updated Time dimension.

4.2.10 Creating the Customer Dimension

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

Procedure


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.




8. Maintain the properties according to the following table:



1 CURR 10

2 EVDESCRIPTION 50

3 SCALING 2



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.





ResultYou have created a Customer dimension.

4.2.11 Creating the HRAccount Dimension


Procedure


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.


6. In the Dimension Type field, choose Account from the drop-down menu, choose None in Reference Dimension drop-down menu.







1 ACCTYPE 3

2 EVDESCRIPTION 50

3 IS_INPUT 1

4 LIST 20

5 PROFITLOSSACCT 20

6 RATETYPE 20

7 SCALING 2

8 TRANSFER 20

9 TYPELIM 20

10 RATE_SALARY 20

11 RATE_BONUS 20







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.





ResultYou have created a HRAccount dimension.

4.2.12 Creating the Product Dimension


Procedure



3. In the upper field, enter Product as a dimension name.

4. In the lower field, enter Product as a description.


6. In the Dimension Type field, choose User Defined from the drop-down menu.







1 EVDESCRIPTION 50

2 SCALING 2

3 COGS 10







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.





ResultYou have created a Product dimension.

4.2.13 Creating the SalesAccount Dimension


Procedure



3. In the upper field, enter SalesAccount as a dimension name.

4. In the lower field, enter SalesAccount as a description.


6. In the Dimension Type field, choose Account from the drop-down menu, choose None in Reference Dimension drop-down menu.





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


1 ACCTYPE 3

2 ELIMACC 20

3 EVDESCRIPTION 50

4 FINSTMT 5

5 FORMAT 20

6 FORMULA 500

7 GROUP 20

8 IS_INPUT 1

9 LIST 20

10 PROFITLOSSACCT 20

11 RATETYPE 20

12 SCALING 2

13 SOLVEORDER 20

14 STYLE 20

15 TEMPLATE 20

16 TRANSFER 5

17 TYPELIM 20

18 UNARYOPERATOR 1







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.




ResultYou have created a SalesAccount dimension.

5 Creating Applications

5.1 Creating the HCM_Planning Application

UseThis 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.


6. Mark the checkbox Financial underneath the entry Reporting Type.


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.


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:

Appset Dimensions Type Secure R/W

Category C Y Y

HRAccount A

P_Datasrc D

P_CC E Y

RptCurrency R

Time T



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

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

Procedure


2. Choose Rate application, then in the action pane, choose Modify application.



Category C Y Y

InputCurrency R

R_ACCT A

R_Entity E Y

Time T






5.3 Creating the Sales_Planning Application

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

Procedure


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.











15. In the SAP_BP_Planning tree, in the left-hand screen area, choose Sales_Planning under the Application node.




Category C Y Y

Customer U2

P_CC E Y

Product U3



RptCurrency R

SalesAccount A

Time T






5.4 Creating the PL_Planning Application

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

Procedure


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.











15. In the SAP_BP_Planning tree, in the left-hand screen area, choose PL_Planning under the Application node.




Category C Y Y

P_ACCT A

P_CC E Y

RptCurrency R

Time T






6 Security

UseThis 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

UseTask 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:

Interface Tasks

BusinessProcessFlow BPFExecution

RemoveBPFInstances

ReOpenBPFSteps

ResetBPFInstances

WorkStatus SetWorkStatus

ZFP AccessContentLib

LiveReport

AnalysisCollection eAnalyze



ManageTemplate

SubmitData

File Access Update to company folder

DM Execute

GeneralAdmin

PackageExecute

PrimaryAdmin

TeamLeadAdmin




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.

ResultNow 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.


5. Define the following member access settings on the HCM_Planning Application panel:

Access Dimension Member

Read & Write Category [ALL] (Choose the field with the three dots

. In the dialog box, mark the checkbox All members in dimension and choose OK.)

Read Only P_CC [SalesTeam1] (Choose the field with the

three dots . In the dialog box, mark the SalesTeam1 and choose OK.)



6. Select PL_Planning Application panel and define the following member access settings:


Read & Write Category [ALL] (see above)

Read Only P_CC [SalesTeam1] (see above)



7. Select Rate Application panel and define the following member access settings:



Read Only R_Entity [ALL] (see above)



8. Select Sales_Planning Application panel and define the following member access settings:



Read Only P_CC [SalesTeam1] (see above)




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.


13. Repeat step 1 to step 10 accroding to following table.

Member Access Profile

Profile Description

Application Access Dimension Member

SalesTeam2MbrAccPrf

Planning Member Access Profile for SalesTeam2

HCM_Planning

Read & Write Category [ALL]

Read Only P_CC SalesTeam2

PL_Planning Read & Write Category [ALL]


Rate Read & Write Category [ALL]

Read Only R_Entity [ALL]

Sales_Planning



SalesTeam3MbrAccPrf

Planning Member Access Profile for SalesTeam3

HCM_Planning







Sales_Planning



SalesHQMbrAccPrf

Planning Member Access Profile for SalesHQ

HCM_Planning


Read Only P_CC SalesHQ





Sales_Planning



CorporateHQMbrAccPrf

Planning Member Access Profile for

HCM_Planning


Read Only P_CC CorporateHQ




CorporateHQ Read Only P_CC CorporateHQ



Sales_Planning


Read Only P_CC CorporateHQ



ResultYou 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.


5. DO NOT include any users at this time and choose Next to continue.

6. Define the BPC Access to match the following settings:

Task Profile Member Access Profiles Enable

BP_Planning SalesTeam1MbrAccPrf




8. Choose Apply to process the team.



Team Name Team Description Task Profile Member Access Profile

SalesTeam2 SalesTeam2 User Team BP_Planning SalesTeam2MbrAccPrf

SalesTeam3 SalesTeam3 User Team BP_Planning SalesTeam3MbrAccPrf

SalesHQ SalesHQ User Team BP_Planning SalesHQMbrAccPrf

CorporateHQ CorporateHQ User Team BP_Planning CorporateHQMbrAccPrf



6.4 Creating BPC Users and Assigning to Team

PrerequisitesIn 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.

User ID Full Name

Mgr_HR HR Manager

Mgr_ SalesHQ Sales HQ Manager

Planner_SalesHQ SalesHQ Planning User

User_Sales1 SalesTeam1 User



Planner Planner for other Department



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.


12. In the Assignments screen on the MemberAccess profile tab, mark all relevant users. In the Team field, choose the entry task profile SalesHQMbrAccPrf.



15. Choose Apply to process the users.

16. Confirm the information The task has successfully completed with OK.


User Team Task Profile Member Access Profile

User_Sales1 SalesTeam1 BP_Planning SalesTeam1MbrAccPrf



Mgr_SalesHQ SalesHQ BP_Planning SalesHQMbrAccPrf

Planner CorporateHQ BP_Planning CorporateHQMbrAccPrf



ResultYou 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 Setting Application Set Status

UseTo 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.

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

8 Setting Work Status

8.1 Setting Work Status on Application Set Level

UseTo 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.

Work State

Data Manager

Journal Manual Input

Comment Document Controlled By

Unlocked / 已解锁

All All All All All Both

Submitted / 已提交

Owner Locked Locked Locked Locked Owner

Approved / 已审批

Owner Locked Locked Locked Locked Mgr



3. Choose Update work state in the action pane.

4. Choose Yes if work status is successfully updated.

ResultWork status is updated on Application Set level.

8.2 Setting Work Status on Application level

UseBesides 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.

AppSet Dim Name Work State Member Validation Base Hierarchy

SalesAccount No TotalSalesRevenue

Cateogry Yes 1

Customer No CustomerA

P_CC Owner 1

Product No ProductA

RptCurrency No LC

Time Yes 1



4. Select Save Work Status Settings in the action pane.

5. Expand application HCM_Planning Work Status Setting



P_Datasrc Yes 1

Cateogry Yes 1

HRAccount No Salary

P_CC Owner 1

RptCurrency No LC

Time Yes 1




8. Expand application PL_Planning Work Status Setting



Cateogry Yes 1

P_ACCT No ProfitLoss

P_CC Owner 1

RptCurrency No LC

Time Yes 1




ResultWork status is updated on Application level.

9 Setting BPC Landing Web

9.1 Posting Document

Preliminary StepWeb 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 . Select green arrow icon to go to next step.

8. In the Post a Document - Step 3 of 5 screen, select green arrow icon to go to next step.

9. In the Post a Document - Step 4 of 5 screen, select green arrow icon to go to next step.

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.

Document Title

image-258.jpg image-258

image-259.jpg image-259

image-bp2.jpg image-bp2





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


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 计划编制) 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 . Select green arrow icon to go to next step.

12. Select Save and show me the finished Web page.

13. Repeat steps from 4~10 to add web pages as following tables.

Page name

Template layout

Side Object Object detail

Page-258 Side by side Left side of page BPF Business Result Analysis and Simulation

Right side of page Document - File Image-258.jpg

Page-bp2 Side by side Left side of page BPF Sales Planning

Right side of page Document - File Image-bp2.jpg

Page-bp3 Side by side Left side of page BPF HCM Planning


Page-bp5 Side by side Left side of page BPF PL Planning




Page-259 Side by side Left side of page BPF Performance Review and Forecast

Right side of page Document - File Image-259.jpg

ResultOnce 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


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.


Documents

BPC Administration Configuration Guide en CN