b59_bpc075_bpd_en_de.doc

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

September 2011English

Business Result Analysis and Simulation (B59)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP Best Practices Business Result Analysis and Simulation (B59): BPD

Copyright

© 2011 SAP AG. All rights reserved.

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Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text 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 Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT 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.

Example text 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.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Contents

1 Purpose........................................................................................................................................ 5

2 Prerequisites................................................................................................................................ 5

2.1 IE Configuration - Log on Interface for Web.......................................................................5

2.2 Log on SAP BPC system....................................................................................................6

2.3 IE Configuration - Back to BPF...........................................................................................6

2.4 Switch User Log on SAP BPC system...............................................................................7

3 Process Overview Table...............................................................................................................7

4 Business Processes..................................................................................................................... 7

4.1 Performing Simulation........................................................................................................7

4.2 Submiting Simulation Data.................................................................................................9

4.3 Approving Simulation Data...............................................................................................10

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Business Result Analysis and Simulation

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1 PurposeIn the SAP Best Practices for Business Planning and Consolidation documentation DVD, input schedules and reports are delivered, which you can use to enter and review plan data for the fiscal year 2012.

This Business Process Procedure document describes where to find the input schedules and reports and how to save and review the plan data in the system.

2 Prerequisites

2.1 IE Configuration - Log on Interface for WebBefore Log on interface for web, please make following setting and make sure there is a pop-up window to ask you enter user name and password.

1. Open Windowns Internet Explorer Brower.

2. Choose Tool Internet Options.

3. Choose Security tab.

4. Make setting as screenshot in both Local intranet and Trusted sites zone (by choosing Custom level):

5. Choose OK and exit.

2.2 Log on SAP BPC system1. Choose the proper link ( for example：http:// [domain] : [port] /OSoft/ ）

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2. Make the following entries in the pop up window：Field name Description User action and values Comment

User name For example：VMW4594\Planner_CORP

Password

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3. Choose OK.

4. On the SAP BusinessObjects- Launch Page, choose Interface for the web.

5. Choose AppSet SAP_BP_Planning, choose OK.

6. Choose Business Process Flows.

7. On the Business Process Flows screen, choose the business process flow named Simulation and Setting Target.

8. Steps assigned to this user are listed in lower part of the page.

9. Choose the step to find the sub-step list. The detailed explanation is included in part 4.

10. Change Current View as follow:

Field name Description User action and values Comment

Application For example, PL_Planning

Time The period For example, 2012.Input

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2.3 IE Configuration - Back to BPFIf you do not want to new a page in web interface after choosing back to BPF, please make setting as following:

1. Open Windowns Internet Explorer Brower.

2. Choose Tool Internet Options.

3. Choose General tab.

4. Choose Settings in the Tabs area.

5. On the Tabbed Browsing Settings tab, make setting as screenshot:

6. Choose OK and exit.

2.4 Switch User Log on SAP BPC systemWhen you switch the user to log on BPC system, please make sure all the BPC relevant screens are closed .

3 Process Overview TableProcess Step Sub-Process Steps Business Role Expected Results

Performing Target simulation

Corporate Planner Target is planned in details in the input schedule based on actual historical data.

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Process Step Sub-Process Steps Business Role Expected Results

Submit Simulation Data

Corporate Planner The planned target has been submitted.

Approve Simulation Data

Corporate Manager The submitted tarted data has been approved.

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4 Business Processes

4.1 Performing Simulation

UseCorporate planner performs the simulation base on the acutal performance of last 3 years.

Procedure1. Refer to Step 2.2, log on the system via user Corporate Planner (for example, Planner_Corp).

For step 9, on the SAP Business Objects – Business Process Flows page, make the following entries:


Application PL_Planning

Time For example, 2012.INPUT

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2. From the list, choose Maintain Simulation.

3. Choose Step Maintain Simulation.

4. If you’re prompted to log on to the system provide the appropriate user-ID and password and choose Finish.

5. The B59_IS_Simulation input schedule opens in BPC for Excel.

6. Make sure that the page header is set correctly as below:

Field name Description User action and values

Comment

Entity HR Department Could be any department

Time 2012.INPUT

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7. Enter smoothing factor for smoothing method in range between 0 to 1 into the Smoothing method: Smoothing Factor filed, or enter an increase/decrease rate from last year (negative value is allowed) into the increase or decrease of last year: Rate filed.

Exponential smoothing is used here to make forecast. If the smoothing factor is close to 1, then calculated taget value is close to the value of last year; if the smoothing facto is close to 0, then calculated target value is close to the value of last 3 years.

8. Mark one or multiple input ranges that you want to perform target simulation, and then choose the Simulation button that is correspond to the method you selected. You can also directly enter an amount into the input range.

9. Choose Send Data.

10. In the Send Options area of the action pane, choose active worksheet.

11. Choose Refresh.

12. On the dialog box xx record(s) will be sent…, choose Yes.

13. On the Refresh schedule results screen, check that there are no rejected records and choose Close.

14. Repeat step 5 to step 13 for all other department (for example, FI Deparment, IT Department, Sales Team 1 or Sales Team2) by choosing Change button next to Department.

This step is not necessary if you have selected CorporateHQ in the step 7.

15. Choose Back to BPF.

16. Choose No to confirm the dialog box.

17. If you’re prompted to log on to the system provide the appropriate user-ID and password and choose OK.

18. Choose Complete.

ResultTarget is planned in the input schedule based on actual historical data of last 3 years.

4.2 Submiting Simulation Data

UseCorporate planner submit the simulation data.

Procedure1. Choose Back to My Activities.

2. Choose Step Submit Simulation Data.

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3. Choose Submit Simulation Data.

4. In Work Status Options – Step 1 of 2 on the right side, choose Another CV radio button and make the settings as below:


P_cc CorperateHQ

Category KPI

Time 2012.INPUT

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5. Choose Next.

6. In Work Status Options – Step 2 of 2, choose the set children checkbox and choose Submitted from the drill-down list in the New work status setting field. Then choose the green check button to complete the work status setting.


8. Choose Complete.

9. Choose Back to My Activities.

ResultThe Planned data has been submitted.

4.3 Approving Simulation Data

UseCorporate Manager approves the simulation data.

Procedure1. Refer to step 2.2, log on the system via user Corporate Manager (for example, Mgr_Corp). For

step 10, on the SAP Business Objects – Business Process Flows page, make the following entries:


Application PL_Planning

Time For example, 2012.INPUT

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2. Choose Step Approve Simulation Data.

3. Choose Approve Simulation Data.



P_cc CorperateHQ

Category KPI

Time 2012.INPUT

5. Choose Next.

6. In Work Status Options – Step 2 of 2, choose the set children checkbox and choose Approved from the drill-down list in the New work status setting field. Then choose the green check button to complete the work status setting.


8. Choose Complete.


10. From the list, choose Approve Simulation Data.

11. Choose Step Approve Simulation Data.

12. Choose Approve Simulation Data.



P_cc CorperateHQ

Category KPI

Time 2012.Total

14. Choose Next.

15. In Work Status Options – Step 2 of 2, choose the set children checkbox and choose Approved from the drill-down list in the New work status setting field. Then choose the green check button to complete the work status setting.


17. Choose Complete.


ResultThe Planned data has been approved.

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b59_bpc075_bpd_en_de.doc

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