step by step guide to formatting the sap bpc epm sheet

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Author: Chief Architect:

Roshani Kshirsagar Jothi Periasamy

Data Science Solution Consultant SAP HANA/EPM/BI/EIM Community Leader

[email protected] SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected], (916)-296-0228 - Cell

SAP EPM/HANA Community Service

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 1 01/20/2014

SAP BPC NW 10.0 | KNOWLEDGEBASE

SAP BPC EPM Formatting Sheet

A Step By Step Guide for Formatting The EPM Sheet

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Table of Contents

1. Overview: ....................................................................... Error! Bookmark not defined.

1.1. BPC Environment :Formatting the Input form/Report ............................................... 3

2.0 Dynamic Formatting ................................................................................................. 8

2.1 Common Settings ...................................................................................................... 8

2.2 Heirarchy Formatting ................................................................................................ 8

3.0 Dimension Member and Property ............................................................................ 13

4.0 Row and Column Banding ....................................................................................... 21

5.0 Page Axis Formatting ............................................... Error! Bookmark not defined.23

6.0 Cell Protection ......................................................................................................... 24

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EPM Formatting Sheet

Overview:

EPM Formatting Sheet can be used to format your Reports and Input Forms. There are

various options for formatting.

You can do simple formatting, lock the cells that are not input ready, use the format by

property using multiple criteria, or use a new cell-based formula delivered with the EPM

add-in to override the data range formatting.

BPC Environment – Formatting the Input form/Report:

Steps to create EPM Formatting:

1.1. Login to the BPC System as shown below

1.2 Launch the EPM ADD-in EXCEL

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1.2 Choose the required model created by you.

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1.3 Go to EPM and Click on OPEN and go to “Open Server Root Folder”

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1.4 Open the Input Form which is saved in the Server Folder.

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1.5 Click on EPM Formatting sheet at the bottom of the EPM ADD-in Excel Sheet.

Apply format

You can define format

for Data or Header

Apply Formatting Switch Row or

Column Priority

Define Format

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2.0 Dynamic formatting is defined in a dedicated sheet. Formats can be applied to levels of a

hierarchy, types of members, odd/even rows, or columns and page axis dimensions. Since

the EPM Formatting Sheet is an excel sheet, it can be copied and changed to be applied to

other reports, worksheets.

There are various sections on the EPM Formatting Sheet

• Hierarchy Level Formatting

• Dimension Member/Property Formatting

• Row and Column Banding

• Page Axis Formatting

2.1 There are certain settings that are common to all sections:

• Checkboxes

• Priority to Column or Row Format

• Data and Use Columns/Cells

• Header and Use Columns/Cells

Actions relevant to several formatting sections

Checkboxes: Enable you to specify the formatting sections, or formatting items inside a

section that you want to apply to the reports.

Priority to Column or row format: Enable you to specify which one of the defined formats

for row or columns will be applied first in case of conflicts. For example, if you select Priority

to Column Format the Column section will appear below the Row Section, and the

precedence rules apply.

Formatting: Allows you to use the standard Microsoft Office Excel cell formatting features in

the Data and Header Columns to define the formatting. Also gives you the ability to directly

enter the format settings in the Use cell. By double clicking the Use cell, you will open the

EPM Formatting Sheet - Cell Format window which will allow you to override certain format

settings.

Cell Protection: However, you can unlock cells or lock cells as necessary. Right-click on one

or more cells, and from the context menu select EPM → Unlock Selected Cells. When you

are finished, if you'd like, you can re-lock by choosing EPM → Lock Selected Cells.

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2.2 Hierarchy Level Formatting

The formats that can be applied in the hierarchy section are Default, Base Level and

Formatting on Specific Level.

• Base Level, Specific Level, and Default formats

• Structure Levels versus Relative Levels

• Levels can be added or deleted

• For Nested Dimensions, can choose Inner or Outer Dimension

Base Level Format: Specific format for base level members (not calculated)

Formatting on Specific Level: When applying formatting to a specific level, you have your

choice or Structure Levels or Relative Levels. Structure levels refer to the levels of the

hierarchy as defined in the source. Relative levels refer to the levels displayed in the report.

For Instance, Quarter is the 2nd level of the hierarchy as defined in the source connection,

but it is the first level being displayed in the report. If you select the Relative Levels option, a

checkbox appears Start formatting from the lower level displayed. This checkbox enables

you to invert the level order; the lowest level is displayed in first position.

If a row or column axis contains more than one dimension, you can specify which dimension

you want the defined format to be applied to. The Inner dimension is the last dimension,

and the outer dimension is the first dimension in the axis.

Default Format: Default format for hierarchy level.

2.2.1 How to Format for Hierarchies

From the EPM Ribbon, choose View Formats. The EPM Formatting Sheet will open in your

Workbook. For the Hierarchy Level Formatting section, choose the checkbox to apply the

formatting section. Choose either the radio button for Priority to Column Format or Priority

to Row Format. .

Note: The lowest set of formats in the section takes precedence. For the formats you want

to apply, choose the checkbox to the left of Apply.

Note: The precedence is Base Level, Formatting on Specific Level, then Default.

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2.2.2 Default Format

Goto Trend by Entity Sheet and click on EPM and do “Refresh”

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2.2.3 Base Level Format

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2.2.4 Formatting on Specific Level

If you are using Formatting on Specific Level, choose either the Structure Levels radio button

or the Relative Levels. If you choose Relative Levels, you can also decide if you want the

formatting to start from the lowest level displayed by selecting the checkbox Start

formatting from the lowest level displayed. Additionally, if you are using Formatting on

Specific Level, you can choose either the Add Level button or the Remove Last Level button

as necessary.

For the formats you are applying, place your cursor on either the 10000 field, if you are

attempting to change the Data formats, and/or the Label field if you are attempting to

format Headers .The format palette will open as well as the Excel Context Menu. Set your

formats

either from the palette or by choosing Format Cells to select your formats there.

If you have more then one dimension in an axis, you can choose where the formats are

applied by selecting the radio button Inner Dimension or Outer Dimension to the left of the

Apply Format To: area.

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Return to the sheet where your report is and be sure the Apply Dynamic Formatting

checkbox is selected. This can be found on either the EPM Ribbon→ Op8ons → Sheet

Options Formatting tab (applies to the worksheet) or from EPM - Report Editor (EPM Ribbon

→ Edit Report ) Op8ons tab. (applies to the report)

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Goto Trend by Entity Sheet on EPM and do “Refresh “

Lowest Level 2

Lowest Level

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3.0 Dimension Member and Property Formatting

Formatting can be applied to:

• Custom members

• Calculated Members

• Local Members

• Inputable members (BPC only)

• Changed members (BPC only)

• Specific members

• Property of a member

Lowest Level Lowest Level 1 Lowest Level 2

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3.1 Custom Member/Calculated Members

Go to EPM Formatting Sheet and select the calculated member radio button as shown

below. In the below case, all the entities in Asia Pacific region are grouped under JNJ APA

and the same is highlighted as it the total of the all the entities coming under it.

Goto Trend by Entity Sheet and click on EPM and Refresh the existing Worksheet.

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3.2 Inputtable Member Default Format

Goto Dimension Member/Property Formatting and apply the Inputable Member Default

Format. The Format will be applied only to the Inputtable data and Header.

Calculated Member

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Goto Trend by Entity and Click Refresh in the EPM Section on the top of the EPM Add-in

Excel Sheet.

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3.3 Changed Member Default Format

Goto the Dimension Member/Property Formatting and go to Changed Member Default

Format.Only the inputtable forms which are changed after the initial load with be

highlighted.

GOTO Trend by Entity sheet and click EPM and Refresh the screen.

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3.5 Formatting on Specific Member/Property: Dynamic Formats can be applied to the

current worksheet or a specific report.

• The current worksheet

• A specific Report

Note: If you modify a dynamic format, which has already been applied to a worksheet, you

will need to refresh the report to see the dynamic Formatting template by report.

• You can have multiple formatting sheets in your Workbook Each Report/Input Schedule

sheet can point to a different Formatting Sheet .We can apply dynamic format on the basis

of the specific Member

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Goto Trend by Entity and click on EPM and refresh the sheet.

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4.0 Row and Column Banding:

Row and Column banding allows you to choose one or two alternating formats as per the

requirement. The format can be applied to Data or Headers and Rows or Columns. Go to

EPM formatting sheet and go to Row and column Banding and apply the format.

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Go to Trend by Entity and click on EPM and refresh the Sheet.

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5.0 Page Axis Formatting : Formatting for all dimensions of the Page Axis

Go to Trend by Entity and click on EPM and refresh the Sheet.

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6.0 Cell Protection: One can unlock cells or lock cells as necessary. Right-click on one or

more cells, and from the context menu select EPM → Unlock Selected Cells. When you are

finished, if you'd like, you can re-lock by choosing EPM →Lock Selected Cells.

Goto to EPM Formatting Sheet and then go to Row and column Banding. Apply the Cell

Protection Option to Column Data as it is Actual and cannot be changed.

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Goto Sheet Option on the EPM section and click on Protection. Select from the options given

below or go to the EPM formatting section and right click data validation. Enter the

password and protect the cell.

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Thank You!

Jothi Periasamy

Chief Data Scientist

Experfy & Harvard Innovation Lab

Harvard University

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