Implementing SAP Business Planning and Consolidation

Peter Jones is a senior SAP BusinessObjects BI/SAP BPC application consultant with MI6 Solutions LLC specializing in the areas of CO (Controlling), Enterprise Controlling (EC), Business Intelligence/Business Objects (BI/BOBJ), SAP Strategic Enterprise Management (SAP SEM), SAP HANA, and SAP Business Planning and Consolidation (SAP BPC). He has over twenty years of consulting and educational experience in a variety of strategic and leadership roles, focused on global architecture and strategies for SAP BusinessObjects BI, SAP ERP, and SAP BPC. Peter's diverse professional background includes consulting and academic experience in the areas of finance, controlling, data warehousing, enterprise management, and corporate governance. He has been involved with numerous implementations for SAP in the areas of CO, SAP SEM, SAP BusinessObjects BI (7.0 through 7.5), SAP BPC (standard and embedded versions, 7.5 through 10.1), EPM, SAP HANA, and SAP ERP from the blueprint phase through to the go-live process. His responsibilities include all aspects from strategic SAP BusinessObjects BI/SAP BPC analysis to the core configuration in all areas. Peter has experience with many industry-specific cross application areas such as automotive, utilities, entertainment, consumer, banking, and public sector. Previous to his role at MI6 Solutions, he was a principal/platinum business application consultant with SAP Professional Services, specializing in all of the areas noted above. As a subject matter expert, Peter was involved in the review, configuration, and analysis for many projects with global and local requirements. He has completed work on the development of the course curriculum for CO, SAP SEM, SAP Business Warehouse (SAP BW), SAP BusinessObjects BI, SAP BPC, SAP APO and the Auditing Application for Sarbanes-Oxley Compliance. Peter has also developed and presented numerous topics for the University Alliance such as Data Mining, Enterprise Performance Management, Business Intelligence, and the Sarbanes-Oxley Act. A presenter at ASUG, SAPPHIRE, and BI conferences, Peter has spoken on the topics of CO, SOX, SAP SEM, and SAP BW. He is also an editor/writer for FICO Expert and BI Expert and has written several books on SAP BusinessObjects BI data modeling and reporting and FI/CO configuration for SAP.He has a BA and MBA from Drexel University in Finance and is SAP-certified in the areas of FI, CO, BI/BOBJ, SEM, and BPC. Prior to SAP he owned his own business for 15 years and worked in the area of accounting and finance.|Charles (Tim) Soper is a senior SAP Educational Consultant and has been with SAP for over 19 years. His areas of expertise are FI, CO, SAP BusinessObjects BI, SAP Strategic Enterprise Management (SAP SEM), and SAP Business Planning and Consolidation (SAP BPC). He has been involved with the development of numerous courses, including CO, SAP BusinessObjects BI, SAP SEM, and SAP BPC and is a course owner for several of them. As an instructor, he has taught courses at all levels from novice to advanced workshops. He has been involved in a number of review and customer assignments in the SAP BusinessObjects BI and SAP BPC areas, for which he is a subject matter expert and is often requested to offer advice and expertise. Tim has written articles in the areas of SAP BusinessObjects BI and SAP BPC for the BI Expert and has been a contributing author on other books in the SAP BusinessObjects BI area.He has a BA and MBA from the University of Rochester in Finance and is SAP-certified in the areas of FI, CO, SAP BI, and BPC. Previous to SAP he worked for Eastman Kodak Company in various finance and accounting positions.

Acknowledgments
Introduction
Target Audience
Chapter Breakdown
Summary
Planning and Consolidation at a Glance
Planning Basics
Consolidation Basics
Selecting Your SAP BPC Product
Summary
Standard SAP BPC
The Fundamentals of Standard SAP BPC
System Architecture
Accessing the System
SAP BPC System
SAP BPC Starter Kit Information
Summary
Standard SAP BPC Architecture
Terminology and Objects in SAP BPC
Basic Data Modeling for SAP BPC
Dimensions and Properties
Creating a Dimension
Developing Components of the Dimensions
Models
SAP BW Objects
Summary
Reporting in Standard SAP BPC
Reporting Basics
Introducing the EPM Add-In
Using the EPM Ribbon Tab
Using the EPM Add-In
Excel Add-In Advanced Features
PowerPoint and Word Documents in the EPM Add-In
Summary
Data Loading in Standard SAP BPC
Basic Data Loading with SAP BPC
Loading Data in SAP BW
Loading Data from SAP BW to SAP BPC
Loading Data from a Flat File to SAP BPC
Using the Data Manager
Uploading Currency Exchange Rates for SAP BPC
Advanced Data Loading for SAP BW for SAP BPC
Summary
Forecasting, Planning, and Budgeting in Standard SAP BPC
Basic Forecasting, Planning, and Budgeting
Script Logic in SAP BPC
Generic Planning Process
Summary
Consolidation in Standard SAP BPC
Basic Consolidation
Ownership Data and Elimination Methods
Setting Up Journal Entries
Setting Up and Executing Consolidation Tasks
Setting Up Balancing Script Logic for Consolidation
Setting Up and Executing Equity Pickup
Consolidation Monitor
Summary
Managing the Standard SAP BPC Process
Security
Work Status
Controls
System Reporting
Transports
Summary
Embedded SAP BPC
The Fundamentals of Embedded SAP BPC
The Evolution of SAP BPC
A Primer on SAP HANA
Comparing Standard and Embedded Features
Strategy for Conversion
Deployment Options
Summary
Embedded SAP BPC Architecture
Setting Up the Embedded Planning Model
Using MultiProviders
Using CompositeProviders
Using DataStore Objects
Using Local Providers
Summary
Reporting with Embedded SAP BPC
System Architecture Review
Web Client Reporting
EPM Add-In in the Embedded Model
Comparing the EPM Add-In for Standard and Embedded SAP BPC
EPM Add-In for SAP HANA Data
SAP Analysis for Microsoft Office
Using SAP Lumira with Embedded SAP BPC
Summary
Forecasting, Planning, and Budgeting in Embedded SAP BPC
Standard IP Planning Functions
Executing Planning Functions from Excel
Disaggregation and Inverse Formulas
Planning Filters and Planning Sequences
FOX Formulas
Characteristic Relationships
Advanced Planning Functions
Summary
Data Loading for Embedded Consolidation
Basics for Consolidation in Embedded SAP BPC
Data Loading Process for Embedded Consolidation
Summary
Consolidation in Embedded SAP BPC
Embedded Consolidation Configuration
Introduction to Business Rules
Ownership Data and Elimination Methods
Setting Up and Executing Consolidation Tasks
Summary
Managing the Embedded SAP BPC Process
Security
Work Status
Data Audit
Transports
Summary
Migrating to SAP BPC 10.1
SAP BPC 10.0 to Standard SAP BPC 10.1
Integration Planning to Embedded SAP BPC 10.1
SAP BPC 10.0 to Embedded SAP BPC
SAP BPC 10.0 to Mixed Standard/Embedded SAP BPC 10.1
Summary
Appendices
Real-Time Consolidation
The Authors
Index