unleash the power of the sap bpc embedded...

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Unleash the Power of the SAP BPC Embedded Model

Michael Svolos TekLink International

1

In This Session

• I will:

Explain the planning options available today in SAP

Explain the embedded model in BPC

Describe the key differences between the embedded and standard models in BPC

Discuss use cases for both models

Explain and demonstrate the key features that make the embedded model a powerful

tool for planning processes via a case study that incorporates these features

Explain and demonstrate the front-end options available to end users

2

What We’ll Cover

• BPC Deployment Options

• Overview/Demo of Embedded Model Features/User Interface Options

• Wrap-up

3

SAP Planning Options Available Today

BPC NW

Standard

Model

BPC NW

Embedded

Model

BPC MS

BW-IP Cloud for

Analytics

for

Planning

BPC for

SAP

S/4HANA

BPC NW = SAP Business Planning and Consolidation, version for SAP NetWeaver; BPC MS = SAP Business Planning and Consolidation, version for Microsoft Office;

BW-IP = BW Integrated Planning

4

Cloud BW-IP-Based Traditional BPC - “OutlookSoft-Based”

SAP Planning Options Available Today — Making Sense of It All

BPC NW

Standard

Model

BPC NW

Embedded

Model

BPC MS

BW-IP

Cloud for

Analytics

for

Planning

BPC for

SAP

S/4HANA

5

So When Do I Use What? What’s Right for My Company?

Source SAP

6

What Is the Embedded Model and Why Is It So Powerful?

• The BPC 10.1 embedded model combines the most beneficial features of BPC, BW-IP,

PAK, and SAP HANA

BW-IP

• BW Data Model

• BEx Planning Functionality

• Fox Formula Calculation

• PAK HANA-Based Functions

BPC

• EPM Add-In

• HTML 5 Admin Client

• HTML 5 Web- Based Planning

• BPF

• Audit

• Work Status

7

What Is the Embedded Model and Why Is It So Powerful? (cont.)

• The BPC 10.1 embedded model combines the most beneficial features of BPC, BW-IP,

PAK, and SAP HANA (cont.)

BPC 10.1 Embedded Model

• BW Data Model

• BEx Planning Functionality

• Fox Formula Calculation

• PAK HANA-Based Functions

• EPM Add-In

• HTML 5 Admin Client

• HTML 5 Web-Based Planning

• BPF

• Audit

• Work Status

8

Benefits Leveraging BW-IP and PAK

• The BPC 10.1 embedded model combines the most beneficial features of BPC, BW-IP, PAK, and SAP HANA

BPC

Leverages user-friendly EPM Add-in

Business process flows

Work status

Audit

Tight integration with BW Data Model

Multiple key figures

Can leverage existing BW data model (Existing Cubes, MultiProviders, InfoObjects, etc.)

Navigational attributes

Leverages BEx BW-IP functionality

Top-down planning

Cell locking

Calculated key figures and inverse formulas

DSO planning (non-cumulative key figure planning)

Option to leverage BW Matrix Security

PAK model HANA-based planning functions

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PAK — What Is PAK?

• The Planning Application Kit allows for planning functions to run within HANA

• PAK functions running directly on HANA include:

• *SAP Note 1637199 contains full details

• Copy

• Repost

• Revaluation

• Delete

• Delete Invalid Combinations

• Set Key Figure Values

• Distribution by Reference Data

• Generate Combinations

• Distribution With Keys

• Formula (FOX) – With restrictions

• Unit Conversion

• Currency conversion

• Disaggregation within the Query

• Characteristic Relationships/Data Slices

• Repost on Basis of Characteristic

Relationships

10

Integrated Business Planning for Finance

• The embedded model is at the core of the SAP BPC for SAP S/4HANA solution

• Replaces FI/CO Planning in ECC with BPC “Content”

• Uses HANA Views to get Actual and Master Data real time

• Leverages common planning model for Expense, Profitability, and P&L Planning

• Included content:

• Fully functional BPC embedded solution that can be enhanced by the customer

Cost Center Planning Cost of Sales Planning

Internal Order Planning P&L Planning

Project Planning Market Segment Planning

Profit Center Planning Balance Sheet Planning

11

*Source SAP

Embedded vs. Standard Design Architecture

12

*Source SAP

Embedded vs. Standard Technical Architecture

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Embedded vs. Standard — Key Differences — Modeling/Design

Feature Standard Embedded

Effo

rt/

Ow

ners

hip

Implementation Effort ~20% less than embedded ~20% greater than standard

Business vs. IT Can be primarily business owned and

operated

Is primarily IT owned and operated

Mod

elin

g

Key figures Single key figure model Multiple key figure model

Master Data BPC master data in BPC Namespace Uses BW master data and InfoObjects

Time Dependent Attribute Not supported Supported

Custom Business Rules Script logic Fox formulas

DSO Planning Not supported DSO and Cube planning

Free Text Master Data Custom solution Standard process

HA

NA

HANA Integration Some Native HANA calculations PAK provides significant HANA integration

including Fox and SQL exits

HANA Views None DSO and InfoCubes can be consumed as

HANA Views

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Embedded vs. Standard — Key Differences — Reporting/Input


Rep

ortin

g

Excel Frontend EPM Add-in Analysis Office

Combined Plan/BW

Reporting

Data must be pushed back to BW or to

BPC

Reporting on standard MultiProviders

Reporting Complexity EPM Add-in allows for quick/easy report

creation

Embedded model requires BEx query and more

back-end work

YTD, QTD, and Custom

Time Measures

Delivered functionality Must be built in underlying query

Time characteristics BPC-specific time dimension Standard BW time characteristics

Use of Structures Structured reporting via hierarchies and

report-specific design

Re-usable structures with complex row definition

Account Logic Built-in reporting via EPM based on

Account type

Account logic for AST, LEQ, EXP, and INC

needs to be built in query

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Embedded vs. Standard — Key Differences — Other


Oth

er

Security Design Separate BPC security for BPC data

BW Analysis Authorization for BW and BPC

data

Data Locking More than one user can edit data at the

same time, but the last person making

changes wins. “Last-in wins”

Edited data locked and cannot be opened in

edit mode or accessed in change mode by a

function while edited

Unit Conversion Custom BAdI or script Supported

Ad Hoc Planning No such feature Ad hoc planning using local providers

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How to Decide

• It is important to align your organizational needs with what each solution has available

• Below is an example of a decision matrix used to determine Embedded vs. Standard

17

Embedded Model FAQ

Does the embedded model require HANA?

YES BW 7.40 SP05 or higher and HANA are requirements for the embedded model

Is PAK required?

YES

Can I migrate from BPC 10 classic model to the embedded model?

Not really – You can leverage your design and process to some extent but moving to the embedded

model will require a significant amount of rebuild

Can I migrate my BW-IP model to the embedded model?

YES – Since IP is at the core of the embedded model you can leverage much of what you have and then

you need to set up the BPC security and reporting

18

Embedded Model FAQ (cont.)

What skills are required to implement the embedded model?

BW – Data Modeling/Design

BEx – Development for IP (Input forms/reports)

BW/IP – Planning Model Development/FOX

BPC – Administration and Report/Input Form Development

HANA – SQL (for custom functions)

Does the embedded model use BPC Script/FOX/ABAP?

As the back end of the embedded model is IP, FOX is the formula language used in the embedded model.

Additionally, all custom functions previously written in ABAP are now written directly on HANA SQL.

19

What We’ll Cover



• Wrap-up

20

Planning on Totals/Cell Locking

• Planning on Totals enables the user to plan at total and

hierarchy node levels. The result of the posting is spread to

the base level items based on existing or reference data as

defined in the query.

• Cell Locking allows the user to chose lower level items that

are not impacted by the high level adjustment.

21

• Inverse Calculations allow the user to plan at any level of a

calculated item. For example, any of the values in the below

equation can be changed and by leveraging locking the

corresponding value will update:

Inverse Calculations

Quantity 1,000

Price 1.50

Revenue 1,500

Cost per unit 0.50

Cost of Sales 500

Gross Margin 1,000

22

Free Text Master Data

• Free Text Master Data allows users to input free text master data as part of the planning

process

23

What We’ll Cover



• Wrap-up

24

Where to Find More Information

• Uwe Fischer, “Unifying BPC NW and BW-IP” (SCN, December 2013).

http://scn.sap.com/community/data-warehousing/business-

planning/blog/2013/12/23/unifying-bpc-nw-and-bw-ip

• SAP Note #1637199 on PAK Functionality*

https://websmp105.sap-

ag.de/~form/handler?_APP=01100107900000000342&_EVENT=REDIR&_NNUM=163719

9

• “What is SAP HANA” – Using the PAK Demo Video

www.saphana.com/docs/DOC-3726

• BrahmaReddy Kolli, “Migration to BPC 10.1” (SCN, March 2014).

http://scn.sap.com/docs/DOC-53131

* Requires login credentials to the SAP Service Marketplace

http://scn.sap.com/community/data-warehousing/business-planning/blog/2013/12/23/unifying-bpc-nw-and-bw-ip















https://websmp105.sap-ag.de/~form/handler?_APP=01100107900000000342&_EVENT=REDIR&_NNUM=1637199




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7 Key Points to Take Home

• SAP has multiple planning options, the right one for you depends on your companies

requirements. To determine this you must analyze the features of each model and its

impact on your requirements.

• There are significant differences between the embedded and standard model from an

implementation, user ownership, and maintenance standpoint

• The embedded model provides powerful planning features based on SAP HANA

• The embedded model is at the core of SAP BPC for SAP S/4HANA

• Top-down planning with cell locking leverages SAP HANA and can be used to plan at a

high level across millions of records

• Inverse calculations allow users to plan on calculated items and back calculate other

items. This has many uses, particularly in Sales/Revenue Planning.

• Free text master data allows users to define lines for planning on the fly based on free

text input

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Your Turn!

How to contact me:

Michael Svolos

Email: [email protected]

Twitter: @Michael_Svolos

Please remember to complete your session evaluation

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