delta workshop ( embedded model )

BPC410SAP BusinessObjects Planning

and Consolidation, Version for the Microsoft Platform: Administration

SAP BusinessObjects - Financial Performance Management

Date

Training Center

Instructors

Education Website

Participant HandbookCourse Version: 98 Course Duration: 3 Day(s)

Material Number: 50130412

An SAP course - use it to learn, reference it for work

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About This HandbookThis handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

Typographic Conventions

American English is the standard used in this handbook. The following typographic conventions are also used.

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.

Also used for cross-references to other documentation both internal and external.

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 t e x t Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program.

Example text Exact user entry. These are words and 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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About This Handbook BPC410

Icons in Body Text

The following icons are used in this handbook.

Icon Meaning

P For more information, tips, or background

Note or further explanation of previous point

A Exception or caution

%Procedures

Indicates that the item is displayed in the instructor's presentation.

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Contents

Course O verview .............................................................................................................. ix

Course Goals............................................................................................................ ixCourse Objectives.................................................................................................... ix

Unit 1: Introduction to SAP BusinessObjects Planning and Consolidation 1

Introducing the Benefits, the Interfaces, and the Components ................................3Introducing the Excel Interface of the EPM add-in................................................ 11Using The Web Client..............................................................................................51Implementing SAP BusinessObjects Planning and Consolidation......................... 57

Unit 2: Creating Structures.............................................................................................73

Introducing the Delivered Content...........................................................................75Working with Environments.................................................................................... 78Maintaining Dimensions..........................................................................................90Maintaining Models................................................................................................ 114Changing Existing Structures................................................................................131

Unit 3: Data M anager.....................................................................................................143

Importing Flat Files................................................................................................145Using Data Manager Planning Functions............................................................. 161Configuring Transformations ................................................................................171Using Advanced Data Manager Features ............................................................188

Unit 4: Business Logic..................................................................................................197

Using Worksheet formulas and EPM functions ....................................................199Configuring Dimension Formulas ......................................................................... 211Running Logic in Real Time .................................................................................223Running Logic in Batch Mode .............................................................................. 237Configuring Allocations.........................................................................................247Using Advanced Logic .........................................................................................259Using Business Rules for Planning........................................................................269

Unit 5: Administration of Planning and Consolidation.........................................283

Maintaining Security .............................................................................................285Configuring Work Status........................................................................................296Designing Processes ............................................................................................310

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Contents BPC410

Setting Up Journals.............................................................................................. 336Creating Document Types for Web Access.......................................................... 350Setting Up and Using Audits ................................................................................357Configuring Drill-Through...................................................................................... 361Setting Up Automated Variance Analysis.............................................................366


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Course OverviewThis is the administration course for SAP BusincssObjccts Planning and Consolidation, version for Microsoft. In this course, you learn how to set up and manage your Planning and Consolidation components as an administrator.

Target Audience

This course is intended for the following audiences:

• Application Administrators

• Application Consultants

• Pre-Sales Consultants

• Project Leaders

• Project Team Members

• All those who want to familiarize themselves with SAP BusinessObjects Planning and Consolidation, version for Microsoft

Course Prerequisites

Required Knowledge

• Experience with financial applications and systems

• Experience with Microsoft Excel

Recommended Knowledge

• Planning experience

Course Goals

This course will prepare you to:

• Work as an SAP BusinessObjects Planning and Consolidation application administrator

Course Objectives

After completing this course, you will be able to:

• Execute reports and input forms from templates

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Course Overview BPC410

• Create structures in your environment

• Use the Data Manager to process data

• Work with business logic

• Manage security settings

• Configure work status

• Design business process flows

• Set up journals

• Use variance analysis

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