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S4F80 SAP BPC Optimized for SAP S/4HANA

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EXERCISES AND SOLUTIONS

. Course Version: 05

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iii

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

This information is displayed in the instructor’s presentation

Demonstration

Procedure

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Related or Additional Information

Facilitated Discussion

iv

User interface control

Example text

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Contents Unit 1: 1 Unit 2:

Overview of SAP BPC for S/4HANA Exercise 1: Plan and Report with SAP BPC Optimized for S/4 HANA Data Structures No exercises

Unit 3: 23 30 41 Unit 4: 44 50 55 62 68 Unit 5: 80 86 89 Unit 6: 94

Unit 7: 110 116 140

Unit 8: 162

Provision of Customer Specific HANA Calculation Views Exercise 2: Create a Provisional Characteristic Exercise 3: Create a Calculation View Exercise 4: Create a Virtual Characteristic BW Info Provider and BEx Analyzer Query Exercise 5: Adapt a Content Realtime Info Cube Exercise 6: Adapt a Content Virtual Info Cube Exercise 7: Adapt a Content Multi Provider Exercise 8: Adapt a Content Aggregation Level Exercise 9: Adapt a Content Planning Query In Memory Planning using the Planning Application Kit Exercise 10: Adapt a Content Planning Filter Exercise 11: Adapt a Content Delete Planning Function Exercise 12: Adapt a Content Copy Planning Function Analysis for Office Workbooks Exercise 13: Create an Analysis Workbook for SAP BPC Optimized for S/4 HANA BPC Embedded Planning Exercise 14: Create an Environment and Model for SAP BPC Optomized for S/4 HANA Exercise 15: Configure BPC Work Status with a BAdI for SAP BPC Optimized for S/4 HANA Exercise 16: Create a Business Process Flow for SAP BPC Optimized for S/4 HANA Comments in SAP BPC for S/4HANA Exercise 17: Set Up Comments for SAP BPC Optimized for S/4 HANA


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Unit 1 Exercise 1 Plan and Report with SAP BPC Optimized for S/4 HANA

Business Example You need to understand how to use the delivered Analysis workbooks to carry out planning activities. You also want to know how you can use BPC Business Process Flows as a Launchpad for planning and reporting activities. And, you are interested to see how easy it is to change ECC master data or postings and view the changes in real time while planning and reporting. Turn on the Planning Options in Analysis Office 1. From the Start menu, launch Analysis Office. 2. Turn on the Planning Group in Settings. 3. Exit Analysis without saving any workbooks. Log on the BPC Web Client with Your Credentials and log on to Environment PL_PLANNING_DEMO 1. Access the logon screen. 2. Log on with the following credentials: Field

Data

User

S4F80-##

Password

Welcome1

3. Connect to the PL_PLANNING_DEMO environment. If you are already connected to PL_PLANNING_DEMO, go to step 1 of the next task. Access Your Activity Workspace and Open the Cost Center Planning, Reporting, and ERP Integration Activity for Cost Center 1000IBPF_CC##. 1. Navigate to My Activities and choose Cost Center Planning, Reporting, and ERP Integration activity for the A000/IBPF_CC## context. Initialize the Plan 1. Open the Work Status dialog. 2. Make the selections provided in the following table and set the work status to In Process. . Field

Value

Cost Center

A000/IBPF_CC##

Category

Plan ##


1

Unit 1: Overview of SAP BPC for S/4HANA

Field

Value

Controlling Area

A000

Fiscal Year Variant

Calendar year, 4 spec. periods

Fiscal Year

Calendar year, 4 spec. periods 2017

New Status

In Process

Plan on Periods via Analysis Office 1. Open the Cost Center Planning on Periods workbook and refresh it. 2. Make the variable selections provided in the following table, if required to do so: Field

Value

Fiscal Year

2017

Category

PLAN ##

Company Code

1010

Cost Center

IBPF_CC##

GL Account Hierarchy

Global Chart of Accounts for Planning (YCOA)

GL Account/GL Account Group

Leave Blank

Currency

EUR

Hint: Your user has default parameters so you may not need to make all of these selections.

Caution: To avoid data locking, select only your cost center.

Create Plan Data in the Cost Center Planning on Periods Workbook 1. Expand the G/L Account hierarchy and enter the following (bottom up) data:

2

G/L Account

(Plan) Period 1

63004000 (Insurance)

120

63006000 (Telephone and other)

130

63007000 (Fax and Internet)

140

65100000 (Office Supplies)

150


Exercise 1: Plan and Report with SAP BPC Optimized for S/4 HANA

G/L Account

(Plan) Period 1

65150000 (Computer Supplies)

160

65301000 (Marketing Expenses)

170

2. Copy the plan data for all accounts from period 1 to period 2 up to period 12. Save your plan data. 3. Enter (top down) data on a G/L Account hierarchy node and disaggregate the data equally into the individual accounts. For the YCOA node with Total Plan 2017, enter the amount of 9000. Then recalculate the data. As a result the amount will be split evenly between the G/L accounts. 4. Lock cell H22 (Insurance/Period1) against manual entries. 5. For the YCOA node with Period 1 enter the amount of 800. Then recalculate the data. The amount will be split evenly between the G/L accounts except H22. 6. Unlock the Insurance account for Period 1. 7. For the YCOA node with Total Plan 2017, enter the amount of 8000. Then save the plan data. 8. Clear the plan data created. 9. Copy Actual to Plan and save the data. 10. Close the Analysis Workbook and return to the Planning and Reporting Workspace. Work with Yearly Cost Center Data 1. Open the Cost Center Planning on Years workbook, refresh it and enter the following variable values: Field

Value

Fiscal Year

2017

Category

PLAN##

Company Code

1010

Cost Center

IBPF_CC##


Leave Blank

Currency

EUR

Expand the G/L Account hierarchy completely. 2. Navigate to the detailed Planned /Actual Comparison Report for your cost center for one of the planned amounts. 3. Close the Analysis Workbooks. Revise the Cost Center Master Data


3


1. Open Fiori tile Manage Cost Centers. 2. Locate your IBPF_CC## cost center and edit it. 3. In Edit mode, change your IBPF_CC## cost center description to Administration ##. Booking an Adjusting Entry in S/4 HANA 1. Open Fiori tile Post General Journal Entries. 2. Enter Journal Entry Date and Posting Date as 12/01/2016 . Choose Company Code 1010, Transaction Currency EUR, Period 01. Enter the information in the following table: G/L acct

Debit (EUR)

Credit (EUR)


150

N/A

10010000(Petty Cash)

N/A

150

Add your cost center IBPF_CC## to the Insurance (63004000) entry and post. Close the Fiori tile afterwards and return to the Planning and Reporting workspace. Revise the Plan Data in Analysis for Office 1. Open the Cost Center Planning on Periods workbook. 2. Make the selections in the following table, if required to do so: Field

Value

Fiscal Year

2017

Category

PLAN##

Company Code

1010

Cost Center

IBPF_CC##


N/A

Currency

EUR


Caution: Select only your cost center to avoid data locking. Expand the G/L Account hierarchy. Expand Total Actual 2016. 3. Using the Copy function, plan 250 for Insurance costs in 2017. Save your data.

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Exercise 1: Plan and Report with SAP BPC Optimized for S/4 HANA

4. Scroll down to the document detail for your cost center. Remove Indicator: Cost Center is Statistical Account Assignment from the Rows section. Shift Document No. and Profit Center into the Rows section. 5. Close both Analysis workbooks and return to the Planning and Reporting workspace. Close the Plan 1. Open the Work Status Dialog. 2. Make the changes outlined in the following table and set the work status to Submitted. Field

Value

Cost Center

IBPF_CC##

Category

Plan##

Controlling Area

A000

Fiscal Year Variant

Calender Year 4 spec, periods.

Fiscal Year


New Status

Submitted

Return to Analysis and Retract the Plan data to S4/HANA 1. Open the Cost Center Integration of IBP and ERP workbook. 2. Make the selections outlined in the following table, as needed, and run the query: Field

Value

Fiscal Year

2017

Posting Period

1–12

Category

PLAN ##

Version

0

Cost Center

IBPF_CC##


YCOA

GL Account/ GL Account Group

+YCOA18 (Text Node)

Currency

EUR

Note: Version 0 in S/4 HANA will receive the data from SAP BPC Optimized for S/4 HANA. 3. Copy the plan data from SAP BPC Optimized for S/4 HANA to S/4 HANA and save it to the database. 4. Close the Analysis workbook and return to the Planning and Reporting workspace.


5


Run a Report on the Plan Data in S/4 HANA 1. In the Planning and Reporting workspace, open the Accounting Reports hyperlink. 2. Enter the following selections: Field

Value

Fiscal Year

2017

Category

PLAN##

Posting Period

001

Company Code

1010

Cost Center

IBPF_CC##

3. Remove the dimension Indicator: Cost Center is Statistical Account Assignment from the Rows section. Check your plan amounts. Close the BPC Web Client afterwards. Check the Retracted Plan Data in Classical ERP Report 1. Execute the classical Cost Centers: Actual/Plan/Variance report in Cost Center Accounting for Controlling Area A000, Period 1, Fiscal Year 2017, Plan Version 0, and Cost Center IBPF_CC##. Close the report afterwards.

6


Unit 1 Solution 1 Plan and Report with SAP BPC Optimized for S/4 HANA

Business Example You need to understand how to use the delivered Analysis workbooks to carry out planning activities. You also want to know how you can use BPC Business Process Flows as a Launchpad for planning and reporting activities. And, you are interested to see how easy it is to change ECC master data or postings and view the changes in real time while planning and reporting. Turn on the Planning Options in Analysis Office 1. From the Start menu, launch Analysis Office. a) Navigate to Start → All Apps → SAP Business Intelligence → Analysis for Microsoft Excel. b) In the Excel, go to the Analysis ribbon. 2. Turn on the Planning Group in Settings. a) Navigate to File → Analysis → Settings. b) In the Settings dialog, select the Advanced tab. c) Select the Show Planning Group checkbox. d) Choose OK. 3. Exit Analysis without saving any workbooks. a) Right-click the Close icon. b) If prompted, do not save any workbooks. Log on the BPC Web Client with Your Credentials and log on to Environment PL_PLANNING_DEMO 1. Access the logon screen. a) Navigate to Start → All Apps and double-click BPC for P&C BPC Embedded . 2. Log on with the following credentials: Field

Data

User

S4F80-##

Password

Welcome1

a) Enter the credentials provided. b) Choose Log on.


7


Note: If you get a dialog regarding No Authority, choose OK. If you get a Logon Failure / Session timed out dialog, choose Retry. 3. Connect to the PL_PLANNING_DEMO environment. If you are already connected to PL_PLANNING_DEMO, go to step 1 of the next task. a) Next to Environment, choose the currently connected environment. b) In the Connect to Environment dialog, highlight PL_PLANNING_DEMO and choose the Connect icon.

Figure 1: Log on the BPC

Access Your Activity Workspace and Open the Cost Center Planning, Reporting, and ERP Integration Activity for Cost Center 1000IBPF_CC##. 1. Navigate to My Activities and choose Cost Center Planning, Reporting, and ERP Integration activity for the A000/IBPF_CC## context. a) Next to the Library, choose My Activities. The Planning process appears in the Process column. b) Under Process, choose Planning. Your Cost Center Planning, Reporting, and ERP Integration activity appears with the status: Open To Perform. c) Choose Cost Center Planning, Reporting, and ERP Integration activity for the A000/ IBPF_CC## context. A workspace opens with three hyperlinks: Initialize Plan, Analysis for Office, and ERP Activities. Initialize the Plan 1. Open the Work Status dialog. a) Choose Initialize Plan. The Set Work Status hyperlink appears. b) Choose Set Work Status. The Change Work Status dialog appears. 2. Make the selections provided in the following table and set the work status to In Process. .

8


Solution 1: Plan and Report with SAP BPC Optimized for S/4 HANA

Field

Value

Cost Center

A000/IBPF_CC##

Category

Plan ##

Controlling Area

A000

Fiscal Year Variant


Fiscal Year


New Status

In Process

a) Next to Cost Center, choose the dropdown and select A000/IBPF_CC## . b) Make the remaining settings shown in the table. c) Choose Apply. You should get the following message: “The work status was changed to In Process”. d) Choose OK. Your cost center is now available for planning for the Plan ## category and K4/2017. Plan on Periods via Analysis Office 1. Open the Cost Center Planning on Periods workbook and refresh it. a) In the workspace, choose Analysis for Office . Three workbook hyperlinks appear on the right. b) Choose Cost Center Planning on Periods. c) Choose %2fERP%2fSFI....sapaox. The workbook opens. d) Open the Analysis ribbon and choose Refresh All → Refresh All in the Data Source Group. 2. Make the variable selections provided in the following table, if required to do so: Field

Value

Fiscal Year

2017

Category

PLAN ##

Company Code

1010

Cost Center

IBPF_CC##


Global Chart of Accounts for Planning (YCOA)

GL Account/GL Account Group

Leave Blank

Currency

EUR


9



Caution: To avoid data locking, select only your cost center. a) On the Analysis ribbon, choose Prompts → Prompts for Workbooks. The Prompts dialog opens. b) Next to Fiscal Year, choose the Show Value Help icon. c) In the Select Member dialog, choose Display → Key. d) For the Fiscal Year, select 2017. e) Choose OK. f) Make the remaining settings shown in the table. g) Choose OK. The query is executed. This is an example of the data for user ## = 30:

Figure 2: Cost Center Planning on Periods

Create Plan Data in the Cost Center Planning on Periods Workbook 1. Expand the G/L Account hierarchy and enter the following (bottom up) data: G/L Account

(Plan) Period 1


120

63006000 (Telephone and other)

130

63007000 (Fax and Internet)

140

65100000 (Office Supplies)

150

65150000 (Computer Supplies)

160

65301000 (Marketing Expenses)

170

a) In the G/L Account column, expand the G/L Account hierarchy completely by choosing “+” left to hierarchy node YCOA12 and then left to hierarchy node YCOA18.

10



This is an example of the result for user ## = 30 :

Figure 3: Create Plan Data

b) In cell H22 (Insurance Account 63004000/Period1), enter 120. c) Enter the data provided in the table. d) Choose the Recalculate icon. This is an example of the result you should get:


2. Copy the plan data for all accounts from period 1 to period 2 up to period 12. Save your plan data. a) Mark cell H22:H27. b) Move the mouse over the lower right corner of the marked section. c) Using your mouse, left-click “+” and move “+” up to column S. The plan data for period 1 should be copied to the other periods of the year:


d) Choose the Save Data icon.


11


This is an example of the result you should get:


3. Enter (top down) data on a G/L Account hierarchy node and disaggregate the data equally into the individual accounts. For the YCOA node with Total Plan 2017, enter the amount of 9000. Then recalculate the data. As a result the amount will be split evenly between the G/L accounts. a) In cell G17 (G/L Account node YCOA, Total Plan 2017), enter 9000. b) Choose the Recalculate button. This is an example, using user ## = 30, of the result you should get:


Note: If you receive an error message close the Analysis Workbook and re-open it from your Business Process Flow. The data entered on the node is submitted and the server distributes the values evenly to the accounts (1500 each) for 2017 and also to the periods (125 each). 4. Lock cell H22 (Insurance/Period1) against manual entries. a) Click in cell H22. b) Select the Analysis tab. c) In the Planning Group, choose the Lock Cells icon. Cell H22 changes to a pale blue pattern. 5. For the YCOA node with Period 1 enter the amount of 800. Then recalculate the data. The amount will be split evenly between the G/L accounts except H22. a) In cell H17 (G/L Account node YCOA, Period 1), enter 800. b) Choose the Recalculate button.

12



The data is submitted and the server distributes the values evenly (135) to all accounts in period 1 except the Insurance account. 6. Unlock the Insurance account for Period 1. a) Click in cell H22. b) Select the Analysis tab. c) In the Planning Group, choose the Unlock Cells icon. Cell H22 changes to a white pattern style. 7. For the YCOA node with Total Plan 2017, enter the amount of 8000. Then save the plan data. a) In cell G17 (G/L Account node YCOA, Total Plan 2017), enter 8000. b) Choose Save Data. This is an example of the result for user ## = 30:


8. Clear the plan data created. a) To clear the plan values, choose the Clear Plan button. 9. Copy Actual to Plan and save the data. a) Choose the Copy Actual to Plan button. 2016 entries are copied into 2017. This is an example of the result for user ## = 30:


b) Choose Save Data. Data is saved into the data base for BW. 10. Close the Analysis Workbook and return to the Planning and Reporting Workspace. a) Choose File → Close. b) When prompted, do not save changes to the workbook.


13


c) To return to the Planning and Reporting workspace, with your mouse, left-click the Close button. Work with Yearly Cost Center Data 1. Open the Cost Center Planning on Years workbook, refresh it and enter the following variable values: Field

Value

Fiscal Year

2017

Category

PLAN##

Company Code

1010

Cost Center

IBPF_CC##


Leave Blank

Currency

EUR

Expand the G/L Account hierarchy completely. a) Choose Cost Center Planning on Years. b) Choose %2fERP%2fSFI....sapaox. After a few seconds, the workbook opens. c) On the Analysis ribbon, choose Refresh All → Refresh All in the Data Source Group. d) On the Analysis ribbon, choose Prompts → Prompts for Workbooks. e) Enter the selections provided in the table. f) Choose OK. g) In the G/L Account column, expand the G/L Account hierarchy completely by choosing “+” left to hierarchy node YCOA12 and then left to hierarchy node YCOA18. The query is executed and you see actual data for 2016 and the data you planned by copying actuals 2016 to plan 2017. This is an example of the result for user ## = 30:

Figure 10: Work with Yearly Cost Center Data

Note: The cost center ID is the same as the description.

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2. Navigate to the detailed Planned /Actual Comparison Report for your cost center for one of the planned amounts. a) In cell G22 (Insurance/Plan2017), right-click and choose Go to → Planned / Actual Comparison (Years). b) If prompted, enter the information in the following table: Field

Value

Client

400

User

S4F80-##

Password

Welcome1

c) Choose OK. The query displays all selections of the planned data. d) Scroll to the right to see the key figure value. 3. Close the Analysis Workbooks. a) Choose File → Close. b) Do not save the changes, even if prompted to do so. c) To return to the Planning and Reporting workspace, left-click Close. Revise the Cost Center Master Data 1. Open Fiori tile Manage Cost Centers. a) In the Planning and Reporting workspace, choose ERP Activities. b) To arrive in Fiori tile Manage Cost Centers, choose the Accounting Master Data hyperlink. 2. Locate your IBPF_CC## cost center and edit it. a) In the dropdown for Cost Center, enter your cost center. b) A list of cost centers are shown. Choose your cost center. c) Choose Enter. d) In the Search Results, tick your cost center. e) Choose Edit. 3. In Edit mode, change your IBPF_CC## cost center description to Administration ##. a) Next to * Cost Center, enter Administration ##. b) Next to Cost Center Description, enter Administration ##. c) Choose Save. You will see your new description the next time you enter Analysis. d) To return to the Planning and Reporting workspace, close the Fiori tiles web page Open Cost Centre and Master Data for Cost Centre. Booking an Adjusting Entry in S/4 HANA


15


1. Open Fiori tile Post General Journal Entries. a) In the Planning and Reporting workspace, choose ERP Activities → GL Posting . This opens the Fiori tile Post General Journal Entries application. 2. Enter Journal Entry Date and Posting Date as 12/01/2016 . Choose Company Code 1010, Transaction Currency EUR, Period 01. Enter the information in the following table: G/L acct

Debit (EUR)

Credit (EUR)


150

N/A

10010000(Petty Cash)

N/A

150

Add your cost center IBPF_CC## to the Insurance (63004000) entry and post. Close the Fiori tile afterwards and return to the Planning and Reporting workspace. a) Next to Journal Entry Date, enter 12.01.2016. b) Next to Posting Date, enter 12.01.2016. c) Next to Company Code, enter 1010. d) Next to Transaction Currency, enter EUR. e) Next to Period, enter 01. f) Enter the line items provided in the table. g) Choose the Expand icon next to the G/L account 63004000 (Insurance). h) Under Cost Center, enter IBPF_CC##. i) On the lower right, choose Post. You get a message regarding a successful document being posted. j) Choose OK. Note: The next time you go to Analysis, for example, you will see the results of your posting (without any data loads). k) To return to the Planning and Reporting workspace, close Fiori web session Post General Journal Entry. Revise the Plan Data in Analysis for Office 1. Open the Cost Center Planning on Periods workbook. a) In the workspace, choose Analysis for Office. Three workbook hyperlinks appear on the right. b) Choose Cost Center Planning on Periods. c) Choose %2fERP%2fSFI....sapaox. This opens the workbook opens along with the Prompts dialog. 2. Make the selections in the following table, if required to do so:

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Field

Value

Fiscal Year

2017

Category

PLAN##

Company Code

1010

Cost Center

IBPF_CC##


N/A

Currency

EUR


Caution: Select only your cost center to avoid data locking. Expand the G/L Account hierarchy. Expand Total Actual 2016. a) Next to fiscal year, select 2017 , if necessary. b) Make the remaining settings as outlined in the table. c) Choose OK. d) In the G/L Account column, expand the G/L Account hierarchy completely by clicking “+” left to hierarchy node YCOA12 and then left to hierarchy node YCOA18. e) Expand the Total Actual 2016 column by clicking “+” in this column. The query is executed and you can see that account 63004000 (Insurance) now shows 250 for actuals in period 1(cell G22) and the new description (Administration ##) for IBPF_CC## appears. 3. Using the Copy function, plan 250 for Insurance costs in 2017. Save your data. a) Choose the Copy Actual to Plan button. The 250 from Period 1 in 2016 is copied to Period 1 in 2017. b) Choose Save. 4. Scroll down to the document detail for your cost center. Remove Indicator: Cost Center is Statistical Account Assignment from the Rows section. Shift Document No. and Profit Center into the Rows section. a) In cell G22 (Insurance Account/(Actual) Period 1), right-click and choose Goto → FI Document Detail Real Time. b) If prompted to do so, enter the information in the following table:


17


Field

Value

Client

400

User

S4F80-##

Password

Welcome1

c) Choose OK. d) On the Analysis Panel to the right, choose the Analysis tab card. e) In the Rows section, right-click “Indicator: Cost Center is Statistical Account Assignment” → Remove. f) Drag Document No. from the Data Source section of the Analysis tab card into the Rows section. g) Drag Profit Center from the Data Source section of the Analysis tab card into the Rows section. The query displays the document details of the actual data. 5. Close both Analysis workbooks and return to the Planning and Reporting workspace. a) Choose File → Close and close both workbooks. b) Do not Save the workbooks, even when prompted to do so. c) To return to the Planning and Reporting workspace, left-click the Close button. Close the Plan 1. Open the Work Status Dialog. a) Choose Initialize Plan. The Set Work Status hyperlink appears. b) Choose Set Work Status. The Change Work Status hyperlink appears. 2. Make the changes outlined in the following table and set the work status to Submitted. Field

Value

Cost Center

IBPF_CC##

Category

Plan##

Controlling Area

A000

Fiscal Year Variant

Calender Year 4 spec, periods.

Fiscal Year


New Status

Submitted

a) Next to Cost Center, choose the dropdown and select IBPF_CC##. b) Make the remaining settings as outlined in the table.

18



c) Choose Apply. d) Choose OK. Your cost center is unavailable for planning for the Plan## category and 2017. Return to Analysis and Retract the Plan data to S4/HANA 1. Open the Cost Center Integration of IBP and ERP workbook. a) In the workspace, choose Analysis for Office. Three workbook hyperlinks appear on the right. b) Choose Cost Center Integration of IBP and ERP. c) Choose %2fERP%2fSFI....sapaox. The workbook opens along with the Prompts dialog. 2. Make the selections outlined in the following table, as needed, and run the query: Field

Value

Fiscal Year

2017

Posting Period

1–12

Category

PLAN ##

Version

0

Cost Center

IBPF_CC##


YCOA

GL Account/ GL Account Group

+YCOA18 (Text Node)

Currency

EUR

Note: Version 0 in S/4 HANA will receive the data from SAP BPC Optimized for S/4 HANA. a) Next to Fiscal Year, choose the dropdown and select 2017 (if necessary). b) Change the remaining settings as outlined in the table. Note: For selection of +YCOA18 (Text Node) navigate as follows: Global Chart of Accounts (YCOA) → YCOA-Global Chart of (YCOA8) → 10_CE Cost (YCOA9) → 100_CE Prim (YCOA12) → 1700_CE Admi (YCOA18). c) Choose OK. The query is executed. This is an example of what you should see for user ## = 30:


19


Figure 11: Return to Analysis

3. Copy the plan data from SAP BPC Optimized for S/4 HANA to S/4 HANA and save it to the database. a) Choose the Copy BPC to ERP button. The data is copied from the Amount BPC to Amount ERP column. b) Choose Save Data. TThe data is written to S/4 HANA. This is an extract of what you should see for user ## = 30:

Figure 12: Return to Analysis

4. Close the Analysis workbook and return to the Planning and Reporting workspace. a) Choose File → Close and close the workbook. b) When prompted, do not save the workbook. c) To return to the Planning and Reporting workspace, left-click Close. Run a Report on the Plan Data in S/4 HANA 1. In the Planning and Reporting workspace, open the Accounting Reports hyperlink. a) In ERP Activities, choose Accounting Reports. The Cost Centers – Plan/Actual Fiori tile opens. 2. Enter the following selections:

20

Field

Value

Fiscal Year

2017

Category

PLAN##

Posting Period

001

Company Code

1010



Field

Value

Cost Center

IBPF_CC##

a) Enter the values shown in the table. b) Choose Go. 3. Remove the dimension Indicator: Cost Center is Statistical Account Assignment from the Rows section. Check your plan amounts. Close the BPC Web Client afterwards. a) In the Navigation Panel, choose the Remove Field from Row Axis button dimension Indicator: Cost Center is Statistical Account Assignment . You will see the following plan amounts in posting period 1 of 2017 – here for user ## = 30:

Figure 13: Run a Fiori Report

Note: The values in the Plan Amount column refer to the Amount BPC column in the Cost Center Integration of IBP and ERP workbook and represent the data planned in BW. b) To return to the Planning and Reporting workspace, close the Cost Centers – Plan/ Actual webpage. c) Right-click your user S4F80-## in the BPC Web Client → Log Out. d) Choose OK. e) Choose the Logon webpage. Check the Retracted Plan Data in Classical ERP Report 1. Execute the classical Cost Centers: Actual/Plan/Variance report in Cost Center Accounting for Controlling Area A000, Period 1, Fiscal Year 2017, Plan Version 0, and Cost Center IBPF_CC##. Close the report afterwards. a) Choose Accounting → Controlling → Cost Center Accounting → Information System → Reports for Cost Center Accounting → Plan/Actual Comparisons → Cost Centers: Actual/Plan/Variance. b) Enter the following selections: Field

Value

Controlling Area

A000

Fiscal Year

2017


21


Field

Value

From Period

001

To Period

001

Plan Version

0

Cost Center

IBPF_CC##

c) Choose Execute (F8). You should get the following result for user ## = 30:

Figure 14: Check the Retracted Plan Data

Note: The values in the Plan Costs column refer to the Amount ERP column in the Cost Center Integration of IBP and ERP workbook and represent the retracted data. d) Choose Exit. e) In the Exit Report dialog, choose Yes. f) To return to the SAP Easy Access Menu, choose Exit.

22


Unit 3 Exercise 2 Create a Provisional Characteristic SAP customers who use SAP BPC Optimized for S/4 HANA for financial planning in Management Accounting are often in the situation that key figures are to be planned for master data that does not yet exist in the tables of the ERP system. You need to know how additional characteristic values can be defined that function in financial planning of Management Accounting as provisional master data and can be planned, but do not yet exist in the tables of the ERP system. Create the Provisional Characteristic 1. Log on to the ERP system T41 which contains embedded BW with the following credentials: Field

Value

Client

400

User

S4F80-##

Password

Welcome1

2. In the SAP Easy Access menu, execute transaction RSA1 which opens the BW Data Warehousing Workbench. In the Modeling section, choose Info Provider. 3. Open the HANA Studio and navigate to the Administration Console. 4. Create a new System with the parameters in the following table: Field

Value

Host Name

Wdflbmt7122

Instance Number

00

Description

HANA System - Group##

5. Logon using the credentials in the following table: Field

Value

User Name

Student##

Password

Training1

6. Log on to the BW Modeling tool with the credentials in the following table: Field

Value

Client

400

User

S4F80–##


23

Unit 3: Provision of Customer Specific HANA Calculation Views

Field

Value

Password

Welcome 1

Create a new BW Project for the T41 system with the same credentials. 7. Create a new Info Object with the following ID: U##_PMAT. Use the following description: U## Provisional Material for Info Area User## in the BW Repository. Copy the new info object from info object /ERP/MATERIAL. Configure the Master Data Settings 1. Set the Read Access to Generic Access. Note: The /erp/material that you copied is a virtual characteristic that accesses its data from a HANA view. That is not the case for the provisional characteristic. 2. Activate the Control. Maintain the Master Data 1. Maintain the members as the following table demonstrates: Field

Value

U## Provisional Material

Medium Description

T-ATVHS

High Speed Laser Printer

T-ATVMFCN

Multi Function Laser Printer

2. Maintain the Texts. Add new Info Object to your Characteristic Catalogue and check Master Data Tables. 1. Open SAP Gui from the BW Modeling Tool in HANA Studio and execute transaction RSA1. 2. Assign the new characteristic to Catalogue User ## - Characters in Info Area User## and activate the catalogue. 3. Check the attributes table and text table for U##_PMAT.

24


Unit 3 Solution 2 Create a Provisional Characteristic SAP customers who use SAP BPC Optimized for S/4 HANA for financial planning in Management Accounting are often in the situation that key figures are to be planned for master data that does not yet exist in the tables of the ERP system. You need to know how additional characteristic values can be defined that function in financial planning of Management Accounting as provisional master data and can be planned, but do not yet exist in the tables of the ERP system. Create the Provisional Characteristic 1. Log on to the ERP system T41 which contains embedded BW with the following credentials: Field

Value

Client

400

User

S4F80-##

Password

Welcome1

a) In the remote desktop, click on

on your taskbar.

b) Highlight T41. c) Choose Log On. d) Enter the credentials in the table in step 1. e) Choose Continue 2. In the SAP Easy Access menu, execute transaction RSA1 which opens the BW Data Warehousing Workbench. In the Modeling section, choose Info Provider. a) Open the transaction field in the ERP system, as the following graphic shows:

Figure 15: Transaction Field

b) Enter transaction RSA1 in the transaction field. c) Choose Enter. You arrive in the Data Warehousing Workbench: Modeling screen. 3. Open the HANA Studio and navigate to the Administration Console. a) Navigate to Start → All Apps → SAP HANA → SAP HANA Studio.


25


The Workspace Launcher will appear after a few seconds. b) Choose OK. c) Choose No when the Secure Storage dialog appears. d) Choose Open Administration Console on the Overview page. e) Maximise the session. 4. Create a new System with the parameters in the following table: Field

Value

Host Name

Wdflbmt7122

Instance Number

00

Description

HANA System - Group##

a) Select the drop down next to

on the right of the Systems tab, on the upper left.

b) Choose Add System. The System dialog opens. c) Enter the data from the table above. d) Choose Next. 5. Logon using the credentials in the following table: Field

Value

User Name

Student##

Password

Training1

a) Enter the information in the table. b) Choose Finish. The system opens on the upper left. Caution: If an invalid credential dialog opens, choose No and check your credentials. The user will be locked after 6 invalid attempts. 6. Log on to the BW Modeling tool with the credentials in the following table:

26

Field

Value

Client

400

User

S4F80–##

Password

Welcome 1


Solution 2: Create a Provisional Characteristic

Create a new BW Project for the T41 system with the same credentials. a) Choose Open Perspective

→ BW Modelling.

b) Choose OK. c) Choose New BW Project. d) Choose system T41 in the new BW Project screen. e) Choose Next twice. f) Enter the credentials in the table listed in step 4. g) Choose Finish. 7. Create a new Info Object with the following ID: U##_PMAT. Use the following description: U## Provisional Material for Info Area User## in the BW Repository. Copy the new info object from info object /ERP/MATERIAL. a) Open BW Repository on the Project Explorer tab. b) Choose Users → User##. c) Right click User## → New → Info Object. d) Enter U##_PMAT next to Name. e) Enter U## Provisional Material next to Description. f) Enter /erp/material next to Copy. g) Choose Finish. Configure the Master Data Settings 1. Set the Read Access to Generic Access. Note: The /erp/material that you copied is a virtual characteristic that accesses its data from a HANA view. That is not the case for the provisional characteristic. a) Navigate to the Master Data/Texts tab. b) Choose Edit Read Access Properties for Master Data in the Read Access section. c) Choose Generic Access, next to, Read Access Type. d) Choose OK. 2. Activate the Control. a) Choose Activate BW Object. The data dictionary objects are generated. Maintain the Master Data


27


1. Maintain the members as the following table demonstrates: Field

Value

U## Provisional Material

Medium Description

T-ATVHS

High Speed Laser Printer

T-ATVMFCN

Multi Function Laser Printer

a) Choose Miscellaneous

→ Master Data Maintenance.

b) Choose Add Line on the Master Data Maintenance tab. c) Enter T-ATVHS under U## Provisional Material. d) Choose the dropdown next to Save, and select Save and Activate. e) Choose Add Line. f) Enter T-ATVMFCN under U## Provisional Material. g) Choose Save and Activate. 2. Maintain the Texts. a) Navigate to the Texts tab. b) Enter the values in the table in step 1, under Medium Description. c) Choose Save and Activate. Add new Info Object to your Characteristic Catalogue and check Master Data Tables. 1. Open SAP Gui from the BW Modeling Tool in HANA Studio and execute transaction RSA1. a) Choose Open SAP Gui. b) Choose OK in the SAP Gui Launcher pop-up. c) Enter RSA1 in the Transaction field. 2. Assign the new characteristic to Catalogue User ## - Characters in Info Area User## and activate the catalogue. a) In the Modeling section, select Info Objects. b) Choose Info Objects → Users → User##, from the middle of the screen. c) Right-Click Catalogue User ## - Characters (CAT##_CHAR). d) Choose Change. e) Right-Click the Characteristics folder. f) Choose Info Object Direct Input. g) Type U##_PMAT in the Insert Info Objects pop-up. h) Choose Continue. i) Choose Activate.

28


Solution 2: Create a Provisional Characteristic

3. Check the attributes table and text table for U##_PMAT. a) Choose Previous Objects

from the [T41] tab.

b) Open Info Area User## in the Info Objects catalogue in the middle of the screen. c) Open Info Object Catalogue Catalogue User ## - Characters (CAT##_CHAR). d) You should see your new characteristic U##_PMAT. e) Double-click U##_PMAT. f) Open the Master Data/ Texts tab. g) Double-click Master Data Table /BIC/PU##_PMAT and have a look at the contained attribute fields. h) Choose Back. i) Double-click Text table /BIC/TU##_PMAT and get familiar with the attribute fields of this table. j) Choose Back. k) Choose Exit three times until the [T41] tab card is closed. l) Keep the [T41] U##_PMAT tab card open.


29

Unit 3 Exercise 3 Create a Calculation View Business Example You need to know how to combine master data values in ERP Central Component (ECC) with new provisional master data values for a planning scenario. 1. Navigate to the SAP HANA Administration Console and check if you are logged in. Since you are already logged in to HANA Studio, navigate to the SAP HANA Administration Console and check if you are logged on. If you are logged out enter your Training1 password. Create a Calculation View in the Students## Package 1. Navigate to the Student## Package in Content. 2. Create a Calculation View with the settings in the following table: Field

Value

Name

U##_CVMAT

Label

U## CV for ECC Material and Provisional Characteristic

Sub Type

Standard

Type

Graphical

Data Category Note: Set as a blank value.

Add Nodes to the Calculation View. 1. Add the Union, Join, and Projection nodes. 2. Link the nodes and auto align as the following picture demonstrates:

30


Exercise 3: Create a Calculation View

Figure 18: Nodes Menu

Note: Instead of ## 30 you will see your own ##.

Add the BW tables to the Calculation View 1. Add the /BIC/PU##_PMAT attribute table to the Projection_1 node. Note: If you did not create U##_PMAT, use /BIC/PU30_PMAT. 2. Add all fields for/BIC/PU##_PMAT to the output columns except OBJVERS. Note: Object version is only meta data and is therefore not needed for the output.

Figure 19: Details And Output View

Hint: From your keyboard, use the shift key to select all fields and then the Ctrl key to de-select OBJVERS.


31


Note: The order of the column fields may vary. 3. Add the /BIC/TU##_PMAT text table to the Join_1 node. Note: If you did not create U##_PMAT, use /BIC/TU30_PMAT. 4. Join the tables with the PMAT field. 5. Set the join to be a Text type join with a Language Column of LANGU. 6. Add all of the fields from the left attribute table to the output. 7. Add the LANGU and the TXTMD fields in the Text table to the output. Add the calculation view for product to the Union_1 node and Map the Fields. 1. Add the FCO_C_PRODUCT calculation view to the Union_1 node. This is a view of the ECC master data. 2. Add the following six fields from FCO_C_PRODUCT to the target: MATNR, MATKL, MAKTX, SPART, MTART, PRDHA. 3. Map the following fields from the BW tables (Join_1). Join_1

FCO_C_PRODUCT

_BIC_U##_PMAT

MATNR

TXTMD

MAKTX

_B631_S_PROD_HIE

PRDHA

_B631_S_DIVISION

SPART

_B631_S_MATL_GRP

MATKL

_B631_S_MATL_TYP

MTART

Add the Projection Fields to the Output and Activate the Calculation View. 1. Add all of the fields in the first projection. 2. Save and activate the Calculation view. 3. Preview the data.

32


Unit 3 Solution 3 Create a Calculation View Business Example You need to know how to combine master data values in ERP Central Component (ECC) with new provisional master data values for a planning scenario. 1. Navigate to the SAP HANA Administration Console and check if you are logged in. Since you are already logged in to HANA Studio, navigate to the SAP HANA Administration Console and check if you are logged on. If you are logged out enter your Training1 password. a) Choose SAP HANA Administration Console b) ) Right-Click the H41

.

system icon. Log on.

c) Enter Training1 to the right of Password. . d) Choose OK. Create a Calculation View in the Students## Package 1. Navigate to the Student## Package in Content. a) Expand the Content folder. The student## packages appear after a few seconds. 2. Create a Calculation View with the settings in the following table: Field

Value

Name

U##_CVMAT

Label

U## CV for ECC Material and Provisional Characteristic

Sub Type

Standard

Type

Graphical

Data Category Note: Set as a blank value.

a) Right-click Student## → New → Calculation View. b) Enter the selections outlined in the table.


33


The following graphic displays an example for group 30:

Figure 16: Create an Information View

c) Choose Finish. The following graphic shows how the Scenario screen opens with a Semantics and Projection node:

Figure 17: Scenario Screen

Add Nodes to the Calculation View. 1. Add the Union, Join, and Projection nodes. a) Under Nodes, left click Union. b) Left click in the grid area below the Projection node. The Union node is added to the canvas. This be used to combine data from the provisional characteristic and the ECC data. c) Under Nodes, left click Join. d) Left click in the grid area below the Union node.

34


Solution 3: Create a Calculation View

The Join node is added to the canvas. This will be used to join the attribute and text tables for the provisional characteristic. e) Left-Click Projection,

under nodes.

f) Left-Click in the grid area below the Join node. The Projection node is added to the canvas. This will be used to access the attribute table. 2. Link the nodes and auto align as the following picture demonstrates:

Figure 18: Nodes Menu

Note: Instead of ## 30 you will see your own ##.

a) Left click the connection circle connection circle

on the top of Projection_1 and drag it to the

on the bottom of the Join_1 node.

b) Repeat the same procedures for the remaining unconnected nodes. c) Choose Auto Layout.

Add the BW tables to the Calculation View 1. Add the /BIC/PU##_PMAT attribute table to the Projection_1 node. Note: If you did not create U##_PMAT, use /BIC/PU30_PMAT. a) Right-Click the Projection_1 node → Add Objects.


35


This opens the Find dialog. b) Enter /BIC/PU##_PMAT under Type the object name to search for. c) Highlight /BIC/PU##_PMAT (SAPHE4). d) Choose OK. The table fields for /BIC/PU##_PMAT appear in the Details window. 2. Add all fields for/BIC/PU##_PMAT to the output columns except OBJVERS. Note: Object version is only meta data and is therefore not needed for the output.

Figure 19: Details And Output View

Hint: From your keyboard, use the shift key to select all fields and then the Ctrl key to de-select OBJVERS.

Note: The order of the column fields may vary. a) Use the Shift key to select all of the fields. b) Use the Ctrl key to de-select OBJVERS. c) Right click one of the highlighted fields and choose Add to Output. Six fields show up under Columns on the right as the previous graphic demonstrates. 3. Add the /BIC/TU##_PMAT text table to the Join_1 node. Note: If you did not create U##_PMAT, use /BIC/TU30_PMAT. a) Right click Join_1 node → Add Objects. The Find dialog opens. b) Enter /BIC/TU##_PMAT under Type the object name to search for. c) Select /BIC/TU##_PMAT(SAPHE4). d) Choose OK.

36



In the Details window, the /BIC/PU##_TMAT projection appears on the left and the /BIC/TU##_PMAT table appears on the right, as the following graphic demonstrates:

Figure 20: Tables

4. Join the tables with the PMAT field. a) From the left attribute table drag a line from the PMAT field to the PMAT field on the right text table. 5. Set the join to be a Text type join with a Language Column of LANGU. a) Right-Click the join line. b) Choose Edit. c) In the Edit Join screen in the Properties section, choose Text Join for Join Type and for the Language Column field, choose LANGU.

Figure 21: Edit Join Screen

d) Choose OK.


37


6. Add all of the fields from the left attribute table to the output. a) Right-Click Projection1

in the Details

window. b) Choose Add All to Output. Six fields appear in the columns. 7. Add the LANGU and the TXTMD fields in the Text table to the output. a) Right-Click LANGU → Add to Output, in the right text table. b) Right-Click TXTMD → Add to Output, in the text table.

Figure 22: Projection1 Table

Add the calculation view for product to the Union_1 node and Map the Fields. 1. Add the FCO_C_PRODUCT calculation view to the Union_1 node. This is a view of the ECC master data. a) Right-Click Union_1 → Add Objects. b) Enter FCO_C_PRODUCT under Type the object name to search for. c) Highlight FCO_C_PRODUCT (sap.erp.sfin.co.pl). d) Choose OK. Under Details, the Source window appears with the Join_1 node and FCO_C_PRODUCT, as the following graphic demonstates:

Figure 23: Source Window

2. Add the following six fields from FCO_C_PRODUCT to the target: MATNR, MATKL, MAKTX, SPART, MTART, PRDHA. a) Expand the sap.erp.sfin.co.pl: FCO_C_PRODUCT node under Details. b) Right-Click MATNR → Add to Target. c) Repeat for the remaining fields (or drag and drop). 3. Map the following fields from the BW tables (Join_1).

38

Join_1

FCO_C_PRODUCT

_BIC_U##_PMAT

MATNR



Join_1

FCO_C_PRODUCT

TXTMD

MAKTX

_B631_S_PROD_HIE

PRDHA

_B631_S_DIVISION

SPART

_B631_S_MATL_GRP

MATKL

_B631_S_MATL_TYP

MTART

a) Expand Join_1 under Source. b) Drag a line from_BIC_U##_PMAT to the target MATNR. c) Repeat for the remaining 5 fields, the table in step 3 demonstrates. d) Under Target, highlight each field and confirm that each one is mapped from both sources. The following graphic demonstrates MATNR for group 30:

Figure 24: MATNR For Group 30

Add the Projection Fields to the Output and Activate the Calculation View. 1. Add all of the fields in the first projection. a) In the Scenario panel, select the first Projection. b) Right-Click Union1

→ Add All To Output.

All six fields are added to the Columns in the Output panel.

Figure 25: Six Fields In the Output Panel


39


2. Save and activate the Calculation view. a) Open Save and Activate

.

b) Choose Save and Activate. On completion, the status displays Completed Successfully. Hint: If you receive an error, double click it to display all of the text. Also, make sure the join in the Join_1 node is a text join with a language field of LANGU. 3. Preview the data. a) Right click Semantics

.

b) Choose Data Preview. c) Choose theRaw Data tab d) Enter 5000 next to Max Rows. Choose

. .

e) Click the MATNR column header to sort the data. f) Scroll down until you find the provisional characteristic values T-ATVHS and TATVMFCN, as the following graphic shows:

Figure 26: T-ATVHS And T-ATVMFCN

g) Close the data preview tab. h) Close the Calculation View tab but leave the HANA Studio tab open.

40


Unit 3 Exercise 4 Create a Virtual Characteristic Business Example In order to use the calculation view (which combines master data from ECC and the provisional characteristic) you need to create a virtual characteristic. 1. Navigate to the SAP HANA BW Modeling Tool and open the Characteristic folder for Info Area USER##. Since you are already logged in to HANA Studio navigate to the BW Modeling tool and navigate to Info Area USER##. Create the Virtual Characteristic 1. Create a new Info Object under USER## with the following ID: U##_VMAT. Use the following description: U## Virtual Material Char. Copy the meta data from /erp/ material. 2. Select your own calculation view U##_CVMAT for the read access. Assign U##_VMAT to SAP HANA View field MATNR. Note: The /erp/material that you copied is a virtual characteristic that accesses its data from a delivered HANA view. Now you need to replace the delivered view with your own. 3. Activate the Characteristic. View the Master Data Values 1. Display the provisional and ECC master data. 2. Close HANA Studio.


41

Unit 3 Solution 4 Create a Virtual Characteristic Business Example In order to use the calculation view (which combines master data from ECC and the provisional characteristic) you need to create a virtual characteristic. 1. Navigate to the SAP HANA BW Modeling Tool and open the Characteristic folder for Info Area USER##. Since you are already logged in to HANA Studio navigate to the BW Modeling tool and navigate to Info Area USER##. a) Choose BW Modelling

.

b) ) Choose BW Repository → USERS → USER## → Characteristic. Create the Virtual Characteristic 1. Create a new Info Object under USER## with the following ID: U##_VMAT. Use the following description: U## Virtual Material Char. Copy the meta data from /erp/ material. a) Right-Click User## → New → Info Object. b) Enter U##_VMAT for NAME in the New Info Object screen. c) Enter U## Virtual Material Char for Description. d) Enter /erp/material for Copy From. e) Choose Finish. 2. Select your own calculation view U##_CVMAT for the read access. Assign U##_VMAT to SAP HANA View field MATNR. Note: The /erp/material that you copied is a virtual characteristic that accesses its data from a delivered HANA view. Now you need to replace the delivered view with your own. a) Navigate to Master Data / Texts tab. b) In the Read Access section choose the button Edit Read Access properties for master data (Details button). c) Type Student## next to SAP HANA Package. Type U##_CVMAT next to Next to SAP HANAView.

42


Solution 4: Create a Virtual Characteristic

Note: If you did not create the Calculation View U##_CVMAT, use STUDENT30 and U30_CVMAT. d) Assign SAP HANA View field MATNR to U##_VMAT. e) Choose OK. 3. Activate the Characteristic. a) Choose Activate. The data dictionary objects are generated. View the Master Data Values 1. Display the provisional and ECC master data. a) Choose Miscellaneous

.

b) Choose Maintain Master Data Maintenance. c) Open the matchcode for the first row of characteristic U##_VMAT_Virtual Character. d) Scroll down until T-ATVHS and T-ATVMFCN appear, as the following graphic shows:

Figure 27: Search U30_VMAT_Virtual Characteristic

e) Close the Search U##_VMAT_Virtual Character dialog. f) Choose Display Values without Master Data. g) Scroll down to the two simulation members. h) Choose Hide Values without Master Data. 2. Close HANA Studio. a) Choose File → Close.


43

Unit 4 Exercise 5 Adapt a Content Realtime Info Cube Business Example You need to know how to leverage the Realtime Info Provider delivered with SAP BPC Optimized for S/4 HANA by making a copy of it and adding a custom virtual characteristic that includes both ECC and Provisional master data. Go to the BW Data Warehousing Workbench. 1. Log on to the ERP system T41 which contains embedded BW with the following credentials: Field

Value

Client

400

User

S4F80-##

Password

Welcome1

2. In the SAP Easy Access menu, execute transaction RSA1 which opens the BW Data Warehousing Workbench. In the Modeling section, choose Info Provider. 3. Navigate to your info area USER## in Users. . 4. Create a Product Planning Realtime Info Provider for your info area USER##. Fill in the fields as shown using your assigned ##.

Figure 31: Create InfoCube Screen

5. . Remove characteristic /ERP/MATERIAL (Material) from the Info Provider. 6. Add the U##_VMAT characteristic to the

Dimension.

Note: If you did not create U##_VMAT, use U30_VMAT.

44


Exercise 5: Adapt a Content Realtime Info Cube

7. Save and Activate the Info Provider. 8. Confirm that you created a Realtime Info Provider. Stay in the Data Warehousing Workbench.


45

Unit 4 Solution 5 Adapt a Content Realtime Info Cube Business Example You need to know how to leverage the Realtime Info Provider delivered with SAP BPC Optimized for S/4 HANA by making a copy of it and adding a custom virtual characteristic that includes both ECC and Provisional master data. Go to the BW Data Warehousing Workbench. 1. Log on to the ERP system T41 which contains embedded BW with the following credentials: Field

Value

Client

400

User

S4F80-##

Password

Welcome1

a) In the remote desktop, click on

on your taskbar.

b) Highlight T41. c) Choose Log On. d) Enter the credentials in the table in step 1. e) Choose Continue 2. In the SAP Easy Access menu, execute transaction RSA1 which opens the BW Data Warehousing Workbench. In the Modeling section, choose Info Provider. a) Open the transaction field in the ERP system, as the following graphic shows:


b) Enter transaction RSA1 in the transaction field. c) Choose Enter. You arrive in the Data Warehousing Workbench: Modeling screen. d) Choose Info Provider in the Modelling section, as the following graphic highlights:

46


Solution 5: Adapt a Content Realtime Info Cube

Figure 29: Info Provider

3. Navigate to your info area USER## in Users. . a) Navigate to info area b) Open the

Users In the InfoProvider section in the middle of the screen.

USERS info area and scroll down to info area, as the following graphic

highlights:

Figure 30: Info Provider

4. Create a Product Planning Realtime Info Provider for your info area USER##. Fill in the fields as shown using your assigned ##.


47

Unit 4: BW Info Provider and BEx Analyzer Query

Figure 31: Create InfoCube Screen

a) Right-Click info area USER## → Create InfoCube. b) Select the Real Time

check box.

c) Enter the technical name and description of the Realtime Info Provider as shown in the graphic in step 4. d) Choose /ERP/SFIN_R01 as template. e) Choose Create

.

The Edit InfoCube screen then opens. 5. . Remove characteristic /ERP/MATERIAL (Material) from the Info Provider. a) Expand the

dimension as the following graphic shows:

Figure 32: InfoCube — Product Dimension

b) Right-Click Material. Then, choose Delete. Note: This will only remove the field from this Info Provider, but not delete the field from the data base.

6. Add the U##_VMAT characteristic to the

48

Dimension.


Solution 5: Adapt a Content Realtime Info Cube

Note: If you did not create U##_VMAT, use U30_VMAT. a) Right-Click

Product Dimension. Then choose InfoObject Direct

Input. b) Enter U##_VMAT in the first cell of the Insert Info Objects pop-up. c) Choose Continue The info object U##_VMAT should appear in the

Product Dimension,

as the following graphic shows:

Figure 33: Product Dimension

7. Save and Activate the Info Provider. a) Choose Save

.

b) Choose Activate. c) Choose Continue. d) Choose Previous Object. 8. Confirm that you created a Realtime Info Provider. Stay in the Data Warehousing Workbench. a) Check if in your info area USER## your Info Provider U##_R01 has the following icon:

b) Stay in the Data Warehousing Workbench.


49

Unit 4 Exercise 6 Adapt a Content Virtual Info Cube Business Example You need to know how to leverage the Virtual Info Cube delivered with SAP BPC Optimized for S/4 HANA by making a copy of it and adding a custom virtual characteristic that includes both ECC and Provisional master data. 1. In the Data Warehousing Workbench, make sure that in the Modeling section Info Provider, is highlighted. Open your info area USER##. 2. Search for Virtual Info Provider /ERP/SFIN_V01. 3. Copy the virtual Info Provider and fill in the fields as the following graphic shows, using your assigned ##:

Figure 35: Create InfoCube

4. Remove characteristic /ERP/MATERIAL (Material) from the Info Provider. 5. Add the U##_VMAT characteristic to the Product Dimension. Note: If you did not create U##_VMAT, use U30_VMAT. 6. Assign the MATNR_COPA field to the virtual characteristic.

50


Exercise 6: Adapt a Content Virtual Info Cube

7. Save and Activate the Info Provider. 8. Return to the SAP Easy Access Menu.


51

Unit 4 Solution 6 Adapt a Content Virtual Info Cube Business Example You need to know how to leverage the Virtual Info Cube delivered with SAP BPC Optimized for S/4 HANA by making a copy of it and adding a custom virtual characteristic that includes both ECC and Provisional master data. 1. In the Data Warehousing Workbench, make sure that in the Modeling section Info Provider, is highlighted. Open your info area USER##. a) You should already be in the Data Warehousing Workbench. b) Check if Info Provider in the Modeling section is highlighted. If not, click Info Provider.

Figure 34: InfoProvider Tab

c) Navigate to info area Users, in the InfoProvider section in the middle of the screen. d) Open the USERS info area and scroll down to info area. 2. Search for Virtual Info Provider /ERP/SFIN_V01. a) Choose the lower set of binoculars

.

b) Enter /ERP/SFIN_V01. Then, choose Search. 3. Copy the virtual Info Provider and fill in the fields as the following graphic shows, using your assigned ##:

52


Solution 6: Adapt a Content Virtual Info Cube

Figure 35: Create InfoCube

a) Right-Click /ERP/SFIN_V01. Choose, Copy. b) Enter the data that the graphic in step 3 displays. c) Choose Details,

next to Based on a SAP HANA Model.

d) Choose package sap.erp.sfin.co.pl, if necessary. e) Choose FCO_C_IBP_ACDOCA, if necessary. Note: The Information Model is FCO_C_IBP_ACDOCA (an off the shelf calculation view). f) Choose Continue. g) Choose Create

.

The Edit InfoCube screen opens. 4. Remove characteristic /ERP/MATERIAL (Material) from the Info Provider. a) Expand the Product Dimension. b) Right-Click Material. Choose Delete. Note: This will only remove the field from this Info Provider, but not delete the field from the data base.


53


5. Add the U##_VMAT characteristic to the Product Dimension. Note: If you did not create U##_VMAT, use U30_VMAT. a) Right-Click Product Dimension.

Then, choose InfoObject Direct

Input. b) Enter U##_VMAT under InfoObject. c) Choose Continue

.

U## Virtual Material Char should appear in the Product Dimension. 6. Assign the MATNR_COPA field to the virtual characteristic. a) Right-Click U##_VMAT. Choose Provider-Specific Properties. b) Select MATNR_COPA next to attribute name (HANA). c) Choose Continue

.

7. Save and Activate the Info Provider. a) Choose Save

.

b) Choose Activate c) Choose Continue

. .

d) Choose Previous Object. 8. Return to the SAP Easy Access Menu. a) Choose Exit.

Caution: It is imperative to go completely out of the Data Warehousing Workbench for the next exercise to work.

54


Unit 4 Exercise 7 Adapt a Content Multi Provider Business Example You need to know how to copy and modify a delivered SAP BusinessObjects Provider Consolidation (BPC) Optimized for S/4 HANA Multi Provider by replacing the two delivered info providers (one for actuals, one for plan data) with your own info provider. You also need to explain how to add your own field. 1. Execute transaction RSA1 in the SAP Easy Access menu, which opens the SAP Business Warehouse (BW) Data Warehousing Workbench. In the Modeling section choose Info Provider. 2. In USERS, navigate to your info area USER##. Create a Multi Provider as a Copy of a Content Multi Provider Caution: If you did not leave transaction RSA1 as instructed, you should enter /NRSA1 in the Transaction field and hit enter so you have a compete refresh, otherwise your new virtual Info Provider will not appear.

1. Create a Multi Provider in your info area

USER##. Fill in the fields as the following

graphic shows, using your assigned ##.

Figure 39: Create MultiProvider Screen

2. Swap the delivered Virtual Info Provider with your own. 3. Swap the delivered Realtime Info Provider with your own. 4. Remove the Material characteristic from the Product Dimension. 5. Add the U##_VMAT characteristic to the


Product Dimension.

55


Note: If you did not create the U##_VMAT characteristic, use U30_VMAT. 6. Remove key figure 0QUANTITY and unit field 0UNIT. Identify what Characteristics and Key Figures will be used by the Multi Provider 1. Include all Characteristics in the Multi Provider. 2. Include all Key Figures in the Multi Provider 3. Save and Activate the Multi Provider 4. Return to the SAP Easy Access menu.

56


Unit 4 Solution 7 Adapt a Content Multi Provider Business Example You need to know how to copy and modify a delivered SAP BusinessObjects Provider Consolidation (BPC) Optimized for S/4 HANA Multi Provider by replacing the two delivered info providers (one for actuals, one for plan data) with your own info provider. You also need to explain how to add your own field. 1. Execute transaction RSA1 in the SAP Easy Access menu, which opens the SAP Business Warehouse (BW) Data Warehousing Workbench. In the Modeling section choose Info Provider. a) Open the Transaction field in the ERP system.

Figure 36: Menu

b) Enter transaction RSA1 in the transaction field. c) Choose Enter. You arrive in the Data Warehousing Workbench: Modeling screen. d) Choose Info Provider in the Modelling section.

Figure 37: InfoProvider

2. In USERS, navigate to your info area USER##. a) Navigate to Info area Users

in the InfoProvider section in the middle of the screen.

b) Open the USERS info area and scroll down to info area User##


.

57


Figure 38: Info Area

Create a Multi Provider as a Copy of a Content Multi Provider Caution: If you did not leave transaction RSA1 as instructed, you should enter /NRSA1 in the Transaction field and hit enter so you have a compete refresh, otherwise your new virtual Info Provider will not appear.

1. Create a Multi Provider in your info area

USER##. Fill in the fields as the following

graphic shows, using your assigned ##.

Figure 39: Create MultiProvider Screen

a) Expand Info Area Users. b) Locate your USER Info c) Right-Click

Area.

Info Area USER##. Choose Create MultiProvider.

d) Enter the data displayed in the graphic in step, in the Create Multi Provider dialog. e) Choose Create

.

The MultiProvider Relevant InfoProviders dialog opens. 2. Swap the delivered Virtual Info Provider with your own.

58


Solution 7: Adapt a Content Multi Provider

a) De-select the checkbox next to /ERP/SFIN_V01. b) Scroll down to near the bottom of the list. c) Select the checkbox next to U##_V01. Note: If you did not create the U##_V01 Info Provider, use U30_V01. 3. Swap the delivered Realtime Info Provider with your own. a) De-select the checkbox next to /ERP/SFIN_R01. b) Scroll down to near the bottom of the list. c) Select the checkbox next to U##_R01. Note: If you did not create the U##_R01 Info Provider, use U30_R01.

Note: Keep virtual provider /ERP/SFIN_V20 for ACDOCP selected.

d) Choose Continue

.

You are taken to the Edit Multi Provider screen. 4. Remove the Material characteristic from the Product Dimension. a) Right-Click Material. Choose Delete. Note: This will only remove the field from the Multi Provider, but not delete the field from the data base.

Product Dimension.

5. Add the U##_VMAT characteristic to the

Note: If you did not create the U##_VMAT characteristic, use U30_VMAT. a) In the Involved Info Providers section, expand Realtime Info Provider U##_R01 (U## Product Planning RTC). b) Expand Dimensions. c) Expand the Product Dimension

.

d) Drag U##_VMAT (Virtual Material) to the Multi Provider Product Dimension.


59


6. Remove key figure 0QUANTITY and unit field 0UNIT. a) Open the Key Figures folder. b) Right-Click 0QUANTITY. Choose Delete. Note: This will only remove the field from the Multi Provider, but not delete the field from the data base.

c) Expand the Unit Dimension

.

d) Check if 0UNIT is still in this dimension. It should automatically be deleted. Identify what Characteristics and Key Figures will be used by the Multi Provider 1. Include all Characteristics in the Multi Provider. a) Choose

Identify Characteristics.

You are in the Identification of … dialog. b) Choose

.

Choosing ALL, opens an Information dialog regarding the proposal creation. c) Choose Continue

.

All Characteristics have been selected. d) Choose Continue

.

You are back on the Edit Multi Provider screen. 2. Include all Key Figures in the Multi Provider a) Choose

Select Key Figures.

You are in the Selection of Key Figures Involved dialog. b) Choose

.

In Information dialog regarding the proposal creation, opens. c) Choose Continue

.

All Key Figures have been selected. d) Choose Continue

.

You are back on the Edit Multi Provider screen. 3. Save and Activate the Multi Provider a) Choose Save b) Choose

60

.

.


Solution 7: Adapt a Content Multi Provider

c) Choose Continue d) Choose Previous Object. Note: Continue through any warnings or informational messages, if you get them. 4. Return to the SAP Easy Access menu. a) Choose


Exit.

61

Unit 4 Exercise 8 Adapt a Content Aggregation Level Business Example You need to know how to leverage the delivered SAP BPC Optimized for S/4 HANA Aggregation Level by creating a copy of it and modifying it for your Multi Provider. Opening the SAP Easy Access NetWeaver Business Warehouse Menu Tree. 1. Execute transaction RS00_BW in the SAP Easy Access menu, which shows the SAP NetWeaver Business Warehouse menu tree:

Figure 40: SAP Menu Screen

Opening the ABAP Planning Modeler in BW-IP/PAK. 1. Open the ABAP Planning Modeler in the SAP Easy Access SAP NetWeaver Business Warehouse menu. Opening the Aggregation Level screen in the ABAP Planning Modeler. 1. Navigate to the Planning Modeler Aggregation Level screen. Create an Aggregation Level by copying a Content Aggregation Level. 1. Access the /ERP/SFIN_A51 - Market Segment Planning on Periods Aggregation Level. Note: This has most of the fields we need for our scenario. 2. Copy aggregation level /ERP/SFIN_A51 and assign Info Provider U##_MP1 according to the following data (including a description of: U## Product Plan and Actual AL.

62


Exercise 8: Adapt a Content Aggregation Level

Figure 42: Copy Aggregation Level Screen

Note: If you did not create the U##_MP1 Multi Provider, use U30_MP1.

Add Characteristics to the Aggregation Level You need to plan on the materials included in the characteristic U##_VMAT as well as on Profit Centers using the following characteristic: /ERP/PROFTCTR. 1. Add U## Virtual Material (technical name U##_VMAT). Note: If you did not create theU##_VMAT characteristic, use U30_VMAT. 2. Add Profit Center (technical name /ERP/PROFTCTR). 3. Save and Activate the Aggregation Level. 4. Close the ABAP Planning Modeler and return to the SAP Easy Access NetWeaver Business Warehouse Menu Tree. 5. Choose Exit, twice. Re-Opening the SAP Easy Access Menu Tree 1. To return to the SAP Easy Access Menu (for ERP), execute transaction S000 in the SAP Easy Access SAPNetWeaver Business Warehouse menu tree.


63

Unit 4 Solution 8 Adapt a Content Aggregation Level Business Example You need to know how to leverage the delivered SAP BPC Optimized for S/4 HANA Aggregation Level by creating a copy of it and modifying it for your Multi Provider. Opening the SAP Easy Access NetWeaver Business Warehouse Menu Tree. 1. Execute transaction RS00_BW in the SAP Easy Access menu, which shows the SAP NetWeaver Business Warehouse menu tree:

Figure 40: SAP Menu Screen

a) Open the transaction field in the ERP system.

Figure 41: Menu Screen

b) Enter transaction RS00_BW in the transaction field. c) Choose Enter. You should see the SAP Easy Access SAP NetWeaver Business Warehouse menu tree, as the graphic in step 1 displays. Opening the ABAP Planning Modeler in BW-IP/PAK. 1. Open the ABAP Planning Modeler in the SAP Easy Access SAP NetWeaver Business Warehouse menu. a) Choose Business Planning and Simulation → BI Integrated Planning. Double-click BI Integrated Planning.. Opening the Aggregation Level screen in the ABAP Planning Modeler.

64


Solution 8: Adapt a Content Aggregation Level

1. Navigate to the Planning Modeler Aggregation Level screen. a) Choose

Aggregation Level.

The Edit Aggregation Levels screen opens. Create an Aggregation Level by copying a Content Aggregation Level. 1. Access the /ERP/SFIN_A51 - Market Segment Planning on Periods Aggregation Level. Note: This has most of the fields we need for our scenario. a) Choose the drop down next to Aggregation Level. b) Right-Click the /ERP/SFIN_A51 Aggregation Level. c) Choose Copy

.

2. Copy aggregation level /ERP/SFIN_A51 and assign Info Provider U##_MP1 according to the following data (including a description of: U## Product Plan and Actual AL.

Figure 42: Copy Aggregation Level Screen

Note: If you did not create the U##_MP1 Multi Provider, use U30_MP1.

a) Choose

Copy.

b) Enter the data displayed in the graphic in step 2. c) Choose Create. The U##_MP1 Multi Provider fields appear on the upper left. The fields in the Template Aggregation Level appear on the right. Add Characteristics to the Aggregation Level You need to plan on the materials included in the characteristic U##_VMAT as well as on Profit Centers using the following characteristic: /ERP/PROFTCTR. 1. Add U## Virtual Material (technical name U##_VMAT). Note: If you did not create theU##_VMAT characteristic, use U30_VMAT.


65


a) Expand Info Objects → Expand Chars, if necessary. b) Drag U## Virtual Material from the left (Basis Info Provider) to the right (Aggregation Level) into the Chars folder. 2. Add Profit Center (technical name /ERP/PROFTCTR). a) Drag Profit Center from the left (Basis Info Provider) to the right (Aggregation Level) into the Chars folder. 3. Save and Activate the Aggregation Level. a) Choose Save b) Choose Activate

. .

The following graphic is an example of group 30.

Figure 43: U30 Product Plan

4. Close the ABAP Planning Modeler and return to the SAP Easy Access NetWeaver Business Warehouse Menu Tree. 5. Choose Exit, twice. Re-Opening the SAP Easy Access Menu Tree 1. To return to the SAP Easy Access Menu (for ERP), execute transaction S000 in the SAP Easy Access SAPNetWeaver Business Warehouse menu tree. a) Open the Transaction field in the ERP system.

Figure 44: Menu Screen

b) In the Transaction field, enter transaction S000.

66


Solution 8: Adapt a Content Aggregation Level

c) Choose Enter. The following graphic displays the screen you should see:

Figure 45: SAP Easy Access Screen


67

Unit 4 Exercise 9 Adapt a Content Planning Query Business Example You need to know how to copy and modify a delivered SAP BPC Optimized for S/4 HANA Query. Since these content queries have key figures that are restricted by Info Provider, you need to know how to incorporate your own custom Info Providers.

Note: Use the BEx Query Designer because it is not possible to copy one query from one aggregation level to another in the Eclipse based Query Designer. 1. Open the Copy transaction for Queries in the SAP Easy Access NetWeaver Business Warehouse menu tree. Create the query from an existing content query 1. Copy content query /ERP/SFIN_A51_IRQ0001 from the /ERP/SFIN_A51 Aggregation Level to your aggregation level U##_MP1AL. 2. Rename the new query. Open your new query in the BEx Query Designer. 1. Open the Query Designer. 2. Login with the credentials in the following table: Field

Value

Client

400

User

S4F80-##

Password

Welcome1.

3. Open the new query. Change the Description of the new Query 1. Change the description into U## Product Plan and Actual Query. Note: The description is also copied when copying queries.

68


Exercise 9: Adapt a Content Planning Query

Change the Rows 1. Remove Material Group and Customer Group from the Rows. Hint: Use the delete key on the keyboard.

2. Add Profit Center into the Rows above G/L Account. 3. Add U## Virtual Material Char as the second member in the Rows. 4. Set the row characteristics to display based on Master Data. Note: This is essential when there aren’t any posted values. 5. Set the row characteristics Profit Center andU## Virtual Material to display keys only. Change the Columns The plan key figures are restricted to global variable /ERP/P_0INFOPROV of characteristic 0INFOPROV which contains the delivered Realtime Info Provider as default value. You need to swap in your own Realtime Info Provider instead of the global variable. Note: In the following instructions, technical names are noted in ( ). 1. Remove variable /ERP/P_0INFOPROV for the Info Provider field from restricted key figure Total Plan. Instead, assign your Realtime Info Provider U## Product Planning RTC (U##_R01). Note: If you did not create U##_R01, use U30_R01. 2. Remove variable /ERP/P_0INFOPROV for the Info Provider field in all (Plan) Periods (1 through 12 key figures) and assign Info Provider U## Product Planning RTC (U##_R01). Note: If you did not create the Realtime Info Provider U##_R01, use U30_R01. 3. Set the key figure Total Plan&/ERP/T_FISCYEAR01& property to Collapsed. 4. Remove the content virtual Info Provider /ERP/SFIN_V01 from key figure Total Actual &/ERP/T_FISCYEAR01& and assign the virtual Info Provider U## Actuals via HANA (U##_V01) instead.


69


Note: If you did not create the virtual Info Provider U##_V01, use U30_V01. 5. Remove the content virtual Info Provider /ERP/SFIN_V01 from key figure (Actual) Periods 1 through 12 and assign virtual Info Provider U## Actuals via HANA (U##_V01) instead. Note: If you did not create the virtual Info Provider U##_V01, use U30_V01.

Restrict U## Virtual Material and Profit Center in the Filter. 1. Add Profit Center into Characteristic Restrictions and restrict it to IBPF_PC##. 2. Add your provisional characteristic U## Virtual Material to Characteristic Restrictions and filter it as the following graphic demonstrates:

Figure 49: Chosen Selections

Note: If you did not create the characteristic, U## Virtual Material, use U30 Virtual Material (U30_VMAT).

Restrict G/L Account in the Filter 1. Restrict G/L Account to the values displayed in the following graphic:

Figure 50: G/L Account Values

70


Unit 4 Solution 9 Adapt a Content Planning Query Business Example You need to know how to copy and modify a delivered SAP BPC Optimized for S/4 HANA Query. Since these content queries have key figures that are restricted by Info Provider, you need to know how to incorporate your own custom Info Providers.

Note: Use the BEx Query Designer because it is not possible to copy one query from one aggregation level to another in the Eclipse based Query Designer. 1. Open the Copy transaction for Queries in the SAP Easy Access NetWeaver Business Warehouse menu tree. a) Navigate to the SAP Easy Access NetWeaver Business Warehouse screen. b) Enter transaction RS00_BW in the transaction field of the SAP Easy Access Menu. c) Choose Enter. d) Choose SAP Menu → Business Explorer → Query Copy. e) Double-Click Copy. Create the query from an existing content query 1. Copy content query /ERP/SFIN_A51_IRQ0001 from the /ERP/SFIN_A51 Aggregation Level to your aggregation level U##_MP1AL. a) You are in the Copying Query Components dialog. Note: Info Cube includes Aggregation Levels in this context. b) Enter /ERP/SFIN_A51 next to Source Info Cube. c) Enter U##_MP1AL next to Target Info Cube. Note: Use U30_MP1AL if you did not create Aggregation Level U##_MP1AL.

d) Choose Execute


.

71


The Select Query Component dialog appears with query /ERP/SFIN_A51_IRQ0001 (Plan Market Segments on Periods) query. e) Highlight the Query. f) Choose

Transfer Sections. The Info Object Mapping dialog

appears. g) Choose

Process Selected Objects. The Rename Component

dialog appears. 2. Rename the new query. a) Enter U##_MP1ALQ under Technical Name of Copy. b) Choose Process Selected Objects. The Log Display appears. c) Choose Continue

.

You are back on the SAP Easy Access SAP NetWeaver Business Warehouse screen. Open your new query in the BEx Query Designer. 1. Open the Query Designer. a) Navigate to Start → All Apps → Business Explorer → Query Designer. b) Select system T41. 2. Login with the credentials in the following table: Field

Value

Client

400

User

S4F80-##

Password

Welcome1.

a) Enter the information. b) Choose OK. The Query Designer opens after a few seconds. 3. Open the new query. a) Choose

Open Query.

The Open Query: Select Query dialog appears and the new query, Plan Market Segments on Periods is the first on the list. b) Highlight the new query. Then, choose

.

Change the Description of the new Query 1. Change the description into U## Product Plan and Actual Query.

72


Solution 9: Adapt a Content Planning Query

Note: The description is also copied when copying queries. a) On the upper right under properties use the drop down to select query Plan Market Segments

on Periods.

The query properties appear on the upper right with several tabs. b) Enter U## Product Plan and Actual Query, in the General tab, under Description. The following graphic provides an example for group 30:

Figure 46: U30_MP1ALQUERY

c) Choose Save Query

.

Ignore any warnings. Change the Rows 1. Remove Material Group and Customer Group from the Rows. Hint: Use the delete key on the keyboard.

a) Navigate to

.

b) Delete Material Group and Customer Group. G/L Account is the only characteristic in the Rows. 2. Add Profit Center into the Rows above G/L Account. a) Expand the

organizational units dimension.

b) Drag Profit Center to the Rows in the first position (above G/L Account). 3. Add U## Virtual Material Char as the second member in the Rows.


73


a) Expand the

product dimension.

Drag ## Virtual Material to the Rows in the second position. 4. Set the row characteristics to display based on Master Data. Note: This is essential when there aren’t any posted values. a) Highlight all three characteristics in the rows. The properties for the characteristics appear on the right. b) Navigate to the Extended tab, on the upper right. c) Under Access Type for Result Values, choose Master Data. 5. Set the row characteristics Profit Center andU## Virtual Material to display keys only. a) Highlight Profit Center and U## Virtual Material in the rows. The properties for the characteristics appear on the right. b) Navigate to the Display tab, on the upper right. c) Choose Key under Display As. d) Choose Save Query

(on the upper left). Ignore any warnings.

Change the Columns The plan key figures are restricted to global variable /ERP/P_0INFOPROV of characteristic 0INFOPROV which contains the delivered Realtime Info Provider as default value. You need to swap in your own Realtime Info Provider instead of the global variable. Note: In the following instructions, technical names are noted in ( ). 1. Remove variable /ERP/P_0INFOPROV for the Info Provider field from restricted key figure Total Plan. Instead, assign your Realtime Info Provider U## Product Planning RTC (U##_R01). Note: If you did not create U##_R01, use U30_R01.

a) If necessary, navigate to

.

b) Double-Click Total Plan &/ERP/T_FISCYEAR01& under Columns. Note: You are in the Change Selection screen.

74



c) Double-Click InfoProvider under Details of the Selection. The Select Values for Info Provider dialog opens. d) Highlight the selected Info Provider variable, under Chose Selections, on the right. e) Choose Remove from Selection. f) Select Single Values, next to Show. g) Drag U## Product Planning RTC(U##_R01) from the left, the Info Provider section, into the Chosen Selections window. h) Choose OK. The following graphic displays an example for group 30:

Figure 47: U30 Product Planning RTC

i) Choose OK. j) Choose Save Query

. Ignore any warnings.

2. Remove variable /ERP/P_0INFOPROV for the Info Provider field in all (Plan) Periods (1 through 12 key figures) and assign Info Provider U## Product Planning RTC (U##_R01). Note: If you did not create the Realtime Info Provider U##_R01, use U30_R01. a) Highlight Period 1 under Columns → Total Plan &/ERP/T_FISCYEAR01&. The following graphic provides an example of group 30:


75


Figure 48: Total Plan &/ERP/T_FISCYEAR01&

b) Right-Click Period 1. Choose Edit. The Change Selection dialog opens. c) Double-click Info Provider in Details of the Selection. d) To remove the Info Provider variable, double-click it, under Chosen Selections, on the right. e) On the left, double click U## Product Planning RTC(U##_R01) to shift this provider into the Chosen Selections window. f) Choose OK, twice. g) Repeat steps B through F for periods 2 – 12. 3. Set the key figure Total Plan&/ERP/T_FISCYEAR01& property to Collapsed. a) Choose Total Plan &/ERP/T_FISCYEAR01&. Its properties appear on the right. b) Choose Collapsed from Display → Status of Node. c) Choose Save Query

.

4. Remove the content virtual Info Provider /ERP/SFIN_V01 from key figure Total Actual &/ERP/T_FISCYEAR01& and assign the virtual Info Provider U## Actuals via HANA (U##_V01) instead. Note: If you did not create the virtual Info Provider U##_V01, use U30_V01. a) Double-Click Total Actual &/ERP/T_FISCYEAR01&, under Columns. You are in the Change Selection screen and Financials Actuals via Hana (/ERP/ SFIN_V01) is the Info Provider. b) Double-Click Info-Provider, under Details of the Selection. c) Delete Financials Actuals via Hana (/ERP/SFIN_V01), under Chosen Selection, on the right. d) Select Single Values, next to Show, on the right, if necessary.

76



e) Drag U## Actuals via HANA(U##_V01), on the left, into the Chosen Selections window. f) Choose OK, twice. g) Choose Save Query

.

5. Remove the content virtual Info Provider /ERP/SFIN_V01 from key figure (Actual) Periods 1 through 12 and assign virtual Info Provider U## Actuals via HANA (U##_V01) instead. Note: If you did not create the virtual Info Provider U##_V01, use U30_V01. a) Highlight Period 1 under Total Actual and ERP/T_FISCYEAR01&, under Columns. / b) Right-Click Period 1 and choose Edit. The Change Selection dialog, opens. c) Double-click Info Provider in Details of the Selection. d) Under Chosen Selections on the right, delete Financials Actuals via Hana (/ERP/ SFIN_V01). e) Drag U## Actuals via HANA(U##_V01) on the left, into the Chosen Selections window. f) Choose OK. You are in the Chosen Selections window. g) Choose OK. h) Repeat steps C through H for periods 2 – 12. i) Choose Save Query

.

Restrict U## Virtual Material and Profit Center in the Filter. 1. Add Profit Center into Characteristic Restrictions and restrict it to IBPF_PC##. a) Navigate to the Filter tab b) Expand the

. Organizational Units dimension.

c) Drag Profit Center to the Characteristic Restrictions pane. d) Double-Click Profit Center in the Characteristic Restrictions pane. The Select Values for Profit Center dialog opens. e) Enter IBPF_PC##, next to Direct Input. f) Choose Enter. IBPF_PC## appears under Chosen Selections. g) Choose OK. 2. Add your provisional characteristic U## Virtual Material to Characteristic Restrictions and filter it as the following graphic demonstrates:


77


Figure 49: Chosen Selections

Note: If you did not create the characteristic, U## Virtual Material, use U30 Virtual Material (U30_VMAT). a) Expand the

Product Dimension.

b) Drag U## Virtual Material to the Characteristic Restrictions pane. c) Double-Click U## Virtual Material in the Character Restrictions pane. The Select Values for U## Virtual Material dialog opens. d) Choose the

Display Key/Text dropdown and select Key so that you can see the

technical names. e) Select Single Values, next to Show. f) Enter the values in the graphic displayed in step 2. Choose Enter after each manual entry. Four materials appear under Chosen Selections. g) Choose OK. h) Choose Save Query

.

Restrict G/L Account in the Filter 1. Restrict G/L Account to the values displayed in the following graphic:

Figure 50: G/L Account Values

a) Double—Click G/L Account in Characteristic Restrictions. b) Delete the

78

G/L Account Variable under Chosen Selections.



c) Enter 62000000 next to Direct Input. d) Choose Enter. 62000000 appears under Chosen Selections. e) Repeat step c & d for the remaining accounts listed above. f) Choose OK. g) Choose Save Query

.

h) Leave the BEx Query Designer open.


79

Unit 5 Exercise 10 Adapt a Content Planning Filter

Note: Required data: This exercise depends on the exercise Adapt a Content Aggregation Level. Business Example You need to know how to leverage a delivered SAP BusinessObjects Planning and Consolidation Optimized for SAP S/4HANA Planning Filter by creating a copy of it and modifying it for your aggregation level. Go to the Planning Modeler in BW 1. Log on to ABAP Planning Modeler using the transaction RSPLAN. Go to the Planning Filter Screen 1. Open the Planning Modeler Planning Filter screen. Create a New Filter Copying a Content Filter 1. Access the content planning filter /ERP/SFIN_A51_FIL01. 2. Copy content planning filter /ERP/SFIN_A51_FIL01 to planning filter U##_FIL01, which belongs to aggregation level U##_MP1AL, by entering the following data: Field

Value

Templt.

/ERP/SFIN_A51_FIL01

Filter

U##_FIL01

Aggregation Level

U##_MP1AL

Description

U## Copy Plan Data FIL

Identify the Variable Type for Category 1. Open the input help for Category. 2. Open the variable definition. Restrict Profit Center 1. Restrict Profit Center with the variable /ERP/S_PROFTCTR01. Change the Info Provider Restriction 1. Change the Info Provider restriction from content variable /ERP/P_0INFOPROV to Realtime Info Provider U##_R01.

80


Exercise 10: Adapt a Content Planning Filter

2. Save the Filter and stay in the ABAP Planning Modeler.


81

Unit 5 Solution 10 Adapt a Content Planning Filter

Note: Required data: This exercise depends on the exercise Adapt a Content Aggregation Level. Business Example You need to know how to leverage a delivered SAP BusinessObjects Planning and Consolidation Optimized for SAP S/4HANA Planning Filter by creating a copy of it and modifying it for your aggregation level. Go to the Planning Modeler in BW 1. Log on to ABAP Planning Modeler using the transaction RSPLAN. a) In the SAP Easy Access Menu, enter RSPLAN in the Transaction field. b) Choose Enter. Go to the Planning Filter Screen 1. Open the Planning Modeler Planning Filter screen. a) Choose the

Filters button.

The Change Filter screen displays. Create a New Filter Copying a Content Filter 1. Access the content planning filter /ERP/SFIN_A51_FIL01. a) Next to Filter, choose the dropdown. b) Highlight the /ERP/SFIN_A51_FIL01 filter. c) Choose the

Copy button.

2. Copy content planning filter /ERP/SFIN_A51_FIL01 to planning filter U##_FIL01, which belongs to aggregation level U##_MP1AL, by entering the following data:

82

Field

Value

Templt.

/ERP/SFIN_A51_FIL01

Filter

U##_FIL01

Aggregation Level

U##_MP1AL

Description

U## Copy Plan Data FIL


Solution 10: Adapt a Content Planning Filter

a) Choose the

Copy button.

b) Enter the data from the table.

Figure 51: Copy Filter Screen

c) Choose the

Continue button.

The copied InfoObject restrictions are visible. See the following figure for an example for group 30:

Figure 52: Example for Group 30

Identify the Variable Type for Category 1. Open the input help for Category. a) Next to Category, choose the leftmost detail button

.

b) In the Input Help for Characteristic /ERP/CATEGORY screen next to View, choose Variables. The variables include /ERP/P_CATEGORY. 2. Open the variable definition. a) Under Variable, highlight variable /ERP/P_CATEGORY. b) Choose the

Display Variable button.

c) Next to Processing Type, the message SAP Exit displays.


83

Unit 5: In Memory Planning using the Planning Application Kit

Note: This reads the user master parameter setting for category. For you, it is set to PLAN##. You can see this in shortcut /su01 on the Parameters tab. Do not change it. d) Choose the Cancel button twice. You are now on the Edit Filter screen. Restrict Profit Center 1. Restrict Profit Center with the variable /ERP/S_PROFTCTR01. a) Next to Profit Center, choose the leftmost

button to access the

input help. b) Next to View, choose Variables. c) Under Variables, select the row for /ERP/S_PROFTCTR01. Note: This is also an SAP exit variable.

d) Choose the e) Choose the

Add Selection button. Continue button.

You are back on the Change Filter screen and Profit Center has a restriction of a variable. Change the Info Provider Restriction 1. Change the Info Provider restriction from content variable /ERP/P_0INFOPROV to Realtime Info Provider U##_R01. a) Next to Info Provider, use the leftmost

button to access the input

help. b) Under Chosen Selections, highlight variable /ERP/P_0INFOPROV. c) Choose the

Remove button.

d) Under Char. Value, double click U##_R01. e) Choose the

Continue button.

You are back on the Change Filter screen and the Info Provider field has a restriction of U##_R01. 2. Save the Filter and stay in the ABAP Planning Modeler. a) Choose the

84

Save button.


Solution 10: Adapt a Content Planning Filter

b) Don’t close the ABAP Planning Modeler.


85

Unit 5 Exercise 11 Adapt a Content Delete Planning Function

Note: Required data: This exercise depends on the exercise Adapt a Content Aggregation Level. Business Example You need to know how to leverage a delivered SAP BusinessObjects Planning and Consolidation Optimized for SAP S/4HANA Planning Function by creating a copy of it for your aggregation level. Open the Planning Function Screen 1. In the ABAP Planning Modeler, open the Planning Function screen. Copy the Content Deletion Planning Function 1. Access the /ERP/SFIN_A51_PF02 — Market Segment Planning on Periods: Delete Plan Data Planning Function. 2. Copy planning function /ERP/SFIN_A51_PF02 to planning function U##_PF02 using the following information: Field

Value

Planning Function

/ERP/SFIN_A51_PF02 U##_PF02 U## Delete Plan Data PF

Aggregation Level

U##_MP1AL

Figure 53: Copy Planning Function Screen

3. Save the Planning Function, and stay in ABAP Planning Modeler.

86


Unit 5 Solution 11 Adapt a Content Delete Planning Function

Note: Required data: This exercise depends on the exercise Adapt a Content Aggregation Level. Business Example You need to know how to leverage a delivered SAP BusinessObjects Planning and Consolidation Optimized for SAP S/4HANA Planning Function by creating a copy of it for your aggregation level. Open the Planning Function Screen 1. In the ABAP Planning Modeler, open the Planning Function screen. a) Choose the

Planning Function button.

The Edit Planning Functions screen displays. Copy the Content Deletion Planning Function 1. Access the /ERP/SFIN_A51_PF02 — Market Segment Planning on Periods: Delete Plan Data Planning Function. a) Next to Planning Function, choose the dropdown. b) Highlight the /ERP/SFIN_A51_PF02 planning function. c) Choose the

Copy button.

You are back on the Edit Planning Functions screen. 2. Copy planning function /ERP/SFIN_A51_PF02 to planning function U##_PF02 using the following information: Field

Value

Planning Function

/ERP/SFIN_A51_PF02 U##_PF02 U## Delete Plan Data PF

Aggregation Level


U##_MP1AL

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a) Choose the

Copy button.

b) Enter the data from the table. c) Choose the

Continue button.

The fields for conditions are visible. Note: None are selected since we will not be deleting by a particular characteristic. 3. Save the Planning Function, and stay in ABAP Planning Modeler. a) Choose the

Save button.

b) Choose the

Exit button.

c) Stay in the ABAP Planning Modeler.

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Unit 5 Exercise 12 Adapt a Content Copy Planning Function

Note: Required data: This exercise depends on the exercise Adapt a Content Aggregation Level. Business Example You need to know how to leverage the delivered copy planning function by creating a copy of it and modifying it for your own aggregation level. Copy a Content Copy Planning Function 1. You are still in the Planning Function screen. 2. Access the content copy function /ERP/SFIN_A51_PF01 Market Segment Planning on Periods: Copy Actual to Plan Data Planning Function. 3. Copy the content planning function /ERP/SFIN_A51_PF01 to your planning function U##_PF01 using the following information: Field

Value

Planning Function

/ERP/SFIN_A51_PF01 U##_PF01 U## Copy Ecc Actual to BPC Plan Data PF

Aggregation Level

U##_MP1AL


Adapt the Copy Function with your own Info Providers 1. Modify the parameters to include your Realtime Info Provider for plan data and your virtual Info Provider for actuals. 2. Modify the parameters to include your virtual Info Provider.


89


Note: The From data selection includes the following items: ●

A category value of ACT01

●

A time variable of /ERP/P_0FISCYEAR01+1– (offset to the prior year)

●

An InfoProvider /ERP/SFIN_V01 (the virtual Info Provider that reads ECC live data)

3. Save the planning function, and close the ABAP Planning Modeler.

90


Unit 5 Solution 12 Adapt a Content Copy Planning Function

Note: Required data: This exercise depends on the exercise Adapt a Content Aggregation Level. Business Example You need to know how to leverage the delivered copy planning function by creating a copy of it and modifying it for your own aggregation level. Copy a Content Copy Planning Function 1. You are still in the Planning Function screen. 2. Access the content copy function /ERP/SFIN_A51_PF01 Market Segment Planning on Periods: Copy Actual to Plan Data Planning Function. a) Next to Planning Function, choose the dropdown. b) Highlight the /ERP/SFIN_A51_PF01 planning function. c) Choose the

Copy button.

You are back on the Edit Planning Functions screen. 3. Copy the content planning function /ERP/SFIN_A51_PF01 to your planning function U##_PF01 using the following information: Field

Value

Planning Function

/ERP/SFIN_A51_PF01 U##_PF01 U## Copy Ecc Actual to BPC Plan Data PF

Aggregation Level

U##_MP1AL



91


a) Choose the

Copy button.

b) Enter the data from the table. c) Choose the

Continue button.

Note: The fields to be changed are Category, Fiscal Year, and Info Provider. Adapt the Copy Function with your own Info Providers 1. Modify the parameters to include your Realtime Info Provider for plan data and your virtual Info Provider for actuals. a) Choose the

Parameter button.

Note: This function copies actual data to plan data from the virtual Info Provider into the Realtime Info Provider from the prior year into the current year.

b) Choose the rightmost

Details button in the To column of the Copy

From — To section. The Overview of Selections dialog box appears. c) Next to 0INFOPROV on the left, choose the

Details button.

d) Under Chosen Selections on the right, remove the variable /ERP/P_0INFOPROV by highlighting it. Choose the

Remove Selection button.

e) Under Char. Value, double click U##_R01. Note: If you created your aggregation level on the U30_MP1 MultiProvider, use Realtime Info Provider U30_R01. U##_R01 appears under Chosen Selections on the right. f) Choose the

Continue button twice.

2. Modify the parameters to include your virtual Info Provider.

92


Solution 12: Adapt a Content Copy Planning Function

Note: The From data selection includes the following items: ●

A category value of ACT01

●

A time variable of /ERP/P_0FISCYEAR01+1– (offset to the prior year)

●

An InfoProvider /ERP/SFIN_V01 (the virtual Info Provider that reads ECC live data)

a) Choose the leftmost

button in the From column of the Copy From —

To section. The Overview of Selections dialog box appears. b) Next to 0INFOPROV on the left, choose the

button.

c) Under Chosen Selections on the right, remove /ERP/SFIN_V01 by highlighting it. Remove Selection button.

Choose the

d) Under Char. Value, double click U##_V01. Note: If you created your aggregation level on the U30_MP1 Multi Provider, use virtual Info Provider U30_V01. U##_V01 appears under Chosen Selections on the right. e) Choose the

Continue button twice.

3. Save the planning function, and close the ABAP Planning Modeler. a) Choose the b) Choose the


Save button. Exit button twice.

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Unit 6 Exercise 13 Create an Analysis Workbook for SAP BPC Optimized for S/4 HANA

Business Example You need to be able to use the input-ready queries and PAK/Integrated Planning planning functions in Analysis Office to perform Profit Center and Product planning. Note that in this exercise, when the values include ##, replace the characters with the number that your instructor has assigned you. Launch Analysis Office and Turn on the Planning Toolbar 1. Launch Analysis. Note: If you already have the planning group in the Analysis ribbon, proceed to the next task. 2. Turn on the Planning toolbar. 3. Exit Microsoft Excel without saving the workbook. 4. Open Analysis (with the planning group). Add Input-Ready Query as Data Source and Set Query Variable Values 1. Assign query U##_MP1ALQ as data source to cell A10. Refer to the T41 system, and enter your credentials as follows: Field

Value

Client

400

User

S4F80–##

Password

Welcome1.

2. Enter the query variable values as follows:

94

Field

Value

Fiscal Year

current

Category

PLAN##

Company Code

1010

Material or Product Group

P001 (Services)

Customer Group

01 (Customer Group 01)


Exercise 13: Create an Analysis Workbook for SAP BPC Optimized for S/4 HANA

Field

Value

Currency

EUR

Build the Report Header 1. Enter report title BPC Profit Center Planning in cell A1, and format the title blue with front size of 20. 2. Add the selected Company Code into cell A2. Use the Planning Toolbar Options for Display and Change Your users want to know how to switch planning enabled cells in the workbook to display only. In the planning group, use the Display option to switch the planning enabled cells to display only. The format changes to SAPDataCell (read only). If the user switches back to change, the format changes to SAPEditableDataCell. 1. Set the planning enabled cells to display only. 2. Set the planning enabled cells back to change mode. Use the Planning Toolbar to Disaggregate Data and Reset Plan Data to the Last Saved State Note: For the current plan year no plan data should exist. If plan data does exist, delete it, and save your data to your provider before you start planning. 1. Plan 120000 as the overall result value for Total Plan of the current year, and disaggregate the value. 2. Plan 132000 for the combination of T-ATVHS, Result, and Total Plan current year, and disaggregate the value. 3. Go back to the previous saved state. Manually Input Plan Data, and Save Plan Data to your Realtime Info Provider 1. Enter the following plan values, and save them into your provider: Profit Center

U30_VMAT_Vir- G/L Account tual Character

Description

[+] Total Plan Current Year

IBPF_PC##

TG11

65301000

Marketing Expenses

1400

63004000

Insurance

1500

63006000

Telephone and other

1300

63007000

Fax and Internet

900

65100000

Office Supplies

800


95

Unit 6: Analysis for Office Workbooks

Profit Center

IBPF_PC##


T-ATVHS

Description


65150000

Computer Supplies

700

65301000

Marketing Expenses

1400

63004000

Insurance

1500

63006000

Telephone and other

1300

63007000

Fax and Internet

900

65100000

Office Supplies

800

65150000

Computer Supplies

700

Save the Workbook to the SAP NetWeaver Platform 1. Save the workbook to the SAP NetWeaver platform. Add the Delete Planning Function to the Components Tab 1. Choose the Components tab, and add the delete planning function U##_PF02 (U## Delete Plan Data PF). Define the Selections for which the Delete Function Is Executed Define the selections for which the delete function has to be executed. Restrict the filter selection to your Realtime Info Provider and test your planning function. 1. Restrict the planning function with your input-ready query as filter. 2. Execute the Delete planning function and reset the deletion. Add the Copy Planning Function to the Components Tab Add the copy planning function to the Components tab, assign your input-enabled query as filter for the planning function, and restrict the filter to your Realtime Info provider. Test your copy function. 1. Go to the Components tab, and add the copy planning function U##_PF01 (U## Copy ECC Actual to BPC Plan Data). 2. Restrict the copy planning function with your input-ready query as filter. 3. Restrict the Category Variable of the Planning Function to Plan##. 4. Execute the Copy planning function and reset plan data to previous saved state. Add a Pushbutton for the Delete Planning Function Add a pushbutton for the delete planning function, and create a macro for execution of the planning function. Name the pushbutton Delete Plan Data. 1. Choose the Developers tab.

96


Exercise 13: Create an Analysis Workbook for SAP BPC Optimized for S/4 HANA

2. Insert a pushbutton in cell A4:B5. 3. Create a new macro for execution of the delete planning function. 4. Enter the following code to execute the delete planning function:

Figure 57: Code to Execute the Delete Planning Function

5. Name the pushbutton Delete Plan Data. 6. Test the pushbutton, and reset the plan data. Add a Pushbutton to Save Plan Data Add a pushbutton to save plan data. Create a macro to save the data to your Realtime Info provider. Name the pushbutton Save Plan Data. Enter a plan value of your choice and execute the save button. 1. Turn on the Developers tab. 2. Insert a pushbutton in cell A6:B7. 3. Create a new macro for execution of the delete planning function. 4. Enter the following code for saving plan data:

Figure 59: Code for Saving Plan Data

5. Name the pushbutton Save Plan Data. 6. Enter a plan value of your choice, and test the Save Plan Data push button. Set the Workbook to Force Prompts 1. Turn on Force Prompts for the planning workbook. Save the Workbook to the NetWeaver Platform 1. Save the workbook to the NetWeaver platform. Exit Microsoft Excel 1. Close the Analysis Workbook, and close Microsoft Excel.


97

Unit 6 Solution 13 Create an Analysis Workbook for SAP BPC Optimized for S/4 HANA

Business Example You need to be able to use the input-ready queries and PAK/Integrated Planning planning functions in Analysis Office to perform Profit Center and Product planning. Note that in this exercise, when the values include ##, replace the characters with the number that your instructor has assigned you. Launch Analysis Office and Turn on the Planning Toolbar 1. Launch Analysis. a) Choose Start → All Apps → SAP Business Intelligence → Analysis for Microsoft Excel. b) Double-click Blank Workbook. c) Choose the Analysis tab.

Note: If you already have the planning group in the Analysis ribbon, proceed to the next task. 2. Turn on the Planning toolbar. a) Go to File → Analysis → Settings. b) In the Advanced Settings tab, choose Show Planning Group. c) Choose OK. The planning group does not appear until the next time you launch Analysis. 3. Exit Microsoft Excel without saving the workbook. a) In the upper left corner, choose X. b) Choose Close. 4. Open Analysis (with the planning group). a) Choose Start → All Apps → SAP Business Intelligence → Analysis for Microsoft Excel. b) Choose the Analysis tab. In the Analysis tab, you can now see the planning group.

98


Solution 13: Create an Analysis Workbook for SAP BPC Optimized for S/4 HANA

Figure 55: The Planning Group in the Analysis Tab

Add Input-Ready Query as Data Source and Set Query Variable Values 1. Assign query U##_MP1ALQ as data source to cell A10. Refer to the T41 system, and enter your credentials as follows: Field

Value

Client

400

User

S4F80–##

Password

Welcome1.

a) Choose cell A10. b) On the upper left, choose Insert Data Source → Select Data Source... c) The logon dialog box for the BI Platform appears. Choose Skip. d) The Select Data Source dialog box appears. Highlight the T41 system. e) Choose Next. f) Enter the credentials from the table. g) Choose OK. The Select Data Source dialog box opens to the Search tab. h) Select the Query checkbox in the lower middle of the dialog. i) Next to Search For, enter U##_MP1ALQ. Choose the

Search button.

j) Under Description, choose U## Product Plan and Actual Query (Technical Name: U##_MP1ALQ). k) Choose OK. The Prompt dialog box appears. 2. Enter the query variable values as follows: Field

Value

Fiscal Year

current

Category

PLAN##

Company Code

1010


P001 (Services)

Customer Group



99


Field

Value

Currency

EUR

a) Enter the values from the table. b) Choose OK. After a few seconds, the report displays the actual data columns for the year prior to the current year, as well as the planning data columns for the current year. Note: Use the Prompts button in the Analysis ribbon to execute the variables dialog box again, if necessary. Build the Report Header 1. Enter report title BPC Profit Center Planning in cell A1, and format the title blue with front size of 20. a) In cell A1, enter BPC Profit Center Planning. b) Format the text to a font size of 20 and SAP blue, for example. 2. Add the selected Company Code into cell A2.

a) On the Analysis tab, choose

Display → Display Design Panel.

The Design Panel appears to the right of the input-ready query. b) On the lower right of the panel, choose the Information tab. c) From the Filter pane, move Company Code into cell A2. Company Code displays in cell A2, and 1010 displays in cell B2. Use the Planning Toolbar Options for Display and Change Your users want to know how to switch planning enabled cells in the workbook to display only. In the planning group, use the Display option to switch the planning enabled cells to display only. The format changes to SAPDataCell (read only). If the user switches back to change, the format changes to SAPEditableDataCell. 1. Set the planning enabled cells to display only. a) Choose the Analysis tab, if necessary. b) Choose an input-ready cell, for example Plan Period 1 and account 63006000. c) From the planning group, choose the

Display button.

The format changes to SAPDataCell (which is display mode). Note: You can view the style in the Home tab, in the Styles group.

100



2. Set the planning enabled cells back to change mode. a) From the planning group, choose the

Change button.

The workbook is planning enabled again. The format changes to SAPEditableDataCell. Note: You can view the style in the Home tab, in the Styles group. Use the Planning Toolbar to Disaggregate Data and Reset Plan Data to the Last Saved State Note: For the current plan year no plan data should exist. If plan data does exist, delete it, and save your data to your provider before you start planning. 1. Plan 120000 as the overall result value for Total Plan of the current year, and disaggregate the value. a) With the Total Actual and Total Plan column collapsed, select cell F45. Your curser should be in the intersection of Total Plan current year and Overall Result. b) Enter 120000.

c) In the planning group, choose the

Recalculate button.

d) Expand the Total Plan current year column to see the plan periods. The value is spread evenly (10,000) to periods 1 through 12. 2. Plan 132000 for the combination of T-ATVHS, Result, and Total Plan current year, and disaggregate the value. a) With the Total Actual and Total Plan column collapsed, select cell F35. b) Enter 132000.


Recalculate button.

The values are spread evenly (11,000) to periods 1 through 12. 3. Go back to the previous saved state. a) In the planning group, choose the dropdown next to the Back button. b) Choose To Previous Saved State. The plan data for the current year should be blank again. Manually Input Plan Data, and Save Plan Data to your Realtime Info Provider 1. Enter the following plan values, and save them into your provider:


101


Profit Center


Description


IBPF_PC##

TG11

65301000

Marketing Expenses

1400

63004000

Insurance

1500

63006000

Telephone and other

1300

63007000

Fax and Internet

900

65100000

Office Supplies

800

65150000

Computer Supplies

700

65301000

Marketing Expenses

1400

63004000

Insurance

1500

63006000

Telephone and other

1300

63007000

Fax and Internet

900

65100000

Office Supplies

800

65150000

Computer Supplies

700

IBPF_PC##

T-ATVHS

a) Enter the values from the table.

b) In the planning group, choose the

Recalculate button.

c) Expand the Total Plan current year column. The values are spread evenly to periods 1-12.

d) In the planning group, choose the

Save Data button.

On the lower left, the message says that data was saved. Save the Workbook to the SAP NetWeaver Platform 1. Save the workbook to the SAP NetWeaver platform. a) Choose File → Analysis.

102



b) On the

Save Workbook button, choose the dropdown.

c) Choose Save workbook to the SAP NetWeaver platform. d) Choose the My Documents tab. e) Next to Name, enter BPC_PC_Planning_WB##. f) Next to Description, enter BPC_PC_PLANNING_WB##. g) Choose Save. Add the Delete Planning Function to the Components Tab 1. Choose the Components tab, and add the delete planning function U##_PF02 (U## Delete Plan Data PF). a) On the lower right, choose the Components tab. b) Right click BPC_PC_Planning_WB##.XLSX. c) Choose Use Planning Function… The Open Planning Function dialog box appears. d) Next to Search For, enter U## and choose the

Search button.

e) Highlight U## Delete Plan Data PF, and choose OK. Note: If you are using the U30_MP1ALQ query, use U30_PF02 (U30 Delete Plan Data PF). U## Delete Plan Data PF [PF_1] appears under the Planning Objects node. Define the Selections for which the Delete Function Is Executed Define the selections for which the delete function has to be executed. Restrict the filter selection to your Realtime Info Provider and test your planning function. 1. Restrict the planning function with your input-ready query as filter. a) Highlight U## Delete Plan Data PF [PF_1]. b) On the lower right, choose the Filter tab. c) Use the dropdown next to the button with the green plus sign (+)

.

d) Choose U## Product Plan and Actual Query [DS_1]. The query restrictions are visible in the Filter tab. e) Restrict Info Provider to the U##_R01 Info Provider.


103


Note: If the filter values do not populate, save the workbook, exit Microsoft Excel and try it again. Minimize your ribbon if the filter isn’t visible. 2. Execute the Delete planning function and reset the deletion. a) In the Analysis panel, right click U## Delete Plan Data PF [PF_1]. b) Choose Execute Planning Function. The plan data is gone from view. c) In the planning group, choose the

Back button, and choose

To Previous Saved State. The plan data is back in view. Add the Copy Planning Function to the Components Tab Add the copy planning function to the Components tab, assign your input-enabled query as filter for the planning function, and restrict the filter to your Realtime Info provider. Test your copy function. 1. Go to the Components tab, and add the copy planning function U##_PF01 (U## Copy ECC Actual to BPC Plan Data). a) Highlight the Planning Objects node in the Analysis panel. b) Choose Use Planning Function. The Open Planning Function dialog box appears. c) Next to Search For, enter U##, and choose the

Search button.

d) Highlight U## Copy ECC Actual to BPC Plan Data. e) Choose OK. Note: If you are using the U30_MP1ALQ query, use U30 Copy ECC Actual to BPC Plan Data. U## Copy ECC Actual to BPC Plan Data PF [PF_2] appears under the Planning Objects node. 2. Restrict the copy planning function with your input-ready query as filter. a) Highlight U## Copy ECC Actual to BPC Plan Data PF [PF_2]. b) On the lower right, select the Filter tab. c) Use the dropdown next to the button with the green plus sign (+)

.

d) Choose U## Product Plan and Actual Query [DS_1]. The query restrictions are visible in the Filter tab.

104



e) Restrict Info Provider to the U##_R01 Info Provider. Note: If the filter values do not populate, save the workbook, exit Microsoft Excel and try it again. Minimize your ribbon if the filter isn’t visible. 3. Restrict the Category Variable of the Planning Function to Plan##. a) Open tab card Variables of Planning Function. b) Restrict Category to Plan##. 4. Execute the Copy planning function and reset plan data to previous saved state. a) Right click U## Copy ECC Actual to BPC Plan Data PF [PF_2]. b) Choose Execute Planning Function. The ECC Actuals are copied to category Plan##. Note: Since the actual data from the prior year are zero, the copy function delivers zero as value for all plan data cells.



To Previous Saved State. Add a Pushbutton for the Delete Planning Function Add a pushbutton for the delete planning function, and create a macro for execution of the planning function. Name the pushbutton Delete Plan Data. 1. Choose the Developers tab. a) Choose File → Options → Customize Ribbon. b) Under Main Tabs, choose Developer. c) Choose OK. 2. Insert a pushbutton in cell A4:B5. a) Choose the Developers tab. b) Choose Insert → Button (Form Control).


105


Figure 56: Location of the Button from the Insert Dropdown

Your curser is a cross hair and ready to draw a box for the pushbutton. c) Draw a rectangle around cells A4:B5. 3. Create a new macro for execution of the delete planning function. a) Under Macro Name, enter RUN_PF. b) Choose New. Module1 is created in the Visual Basic Editor. 4. Enter the following code to execute the delete planning function:

Figure 57: Code to Execute the Delete Planning Function

a) Below Sub RUN_PF(), enter the following code: Sub RUN_PF() Dim lResult As Long lResult = Application.Run("SAPExecutePlanningFunction", "PF_1") End Sub b) Choose File → Close and Return to Microsoft Excel. Note: The VBA code is saved when the workbook is saved to the SAP NetWeaver platform. 5. Name the pushbutton Delete Plan Data. a) Right click the button, and choose Edit Text. b) Remove the text Button 1.

106



c) Enter Delete Plan Data. d) Select another cell. 6. Test the pushbutton, and reset the plan data. a) Choose the Delete Plan Data push button. The plan data goes away. b) In the planning group, choose the


To Previous Saved State. The plan data is back in view. Add a Pushbutton to Save Plan Data Add a pushbutton to save plan data. Create a macro to save the data to your Realtime Info provider. Name the pushbutton Save Plan Data. Enter a plan value of your choice and execute the save button. 1. Turn on the Developers tab. a) Choose File → Options → Customize Ribbon. b) Under Main Tabs, choose Developer. c) Choose OK. 2. Insert a pushbutton in cell A6:B7. a) Choose the Developers tab. b) Choose Insert → Button (Form Control).

Figure 58: Location of the Button from the Insert Dropdown

Your curser is a cross hair and ready to draw a box for the pushbutton. c) Draw a rectangle around cells A6:B7. 3. Create a new macro for execution of the delete planning function. a) Under Macro Name, enter SAVE_DATA. b) Choose New. 4. Enter the following code for saving plan data:


107


Figure 59: Code for Saving Plan Data

a) Below Sub SAVE_DATA(), enter the following code: Sub SAVE_DATA () Dim lResult As Long lResult = Application.Run("SAPExecuteCommand", "PlanDataSave") End Sub b) Choose File → Close and Return to Microsoft Excel. Note: The VBA code is saved when the workbook is saved to the SAP NetWeaver platform. 5. Name the pushbutton Save Plan Data. a) Right click the button, and choose Edit Text. b) Remove the text Button 1. c) Enter Save Plan Data. d) Select another cell. 6. Enter a plan value of your choice, and test the Save Plan Data push button. a) Change an existing plan value by 1. b) Choose the Save Plan Data push button. The plan data is saved to your Realtime Info Provider. Set the Workbook to Force Prompts 1. Turn on Force Prompts for the planning workbook. a) Choose the Components tab on the lower right. b) Highlight the BPC_PC_PLANNING_WB##.xlsx workbook. c) Select the checkbox next to Force Prompt for Initial Refresh. Save the Workbook to the NetWeaver Platform 1. Save the workbook to the NetWeaver platform. a) Choose File → Analysis.

b) In the

Save Workbook button, choose the dropdown.

c) Choose Save workbook to the SAP NetWeaver platform.

108



d) Choose the My Documents tab. e) Next to Name, enter BPC_PC_Planning_WB##. f) Next to Description enter BPC_PC_PLANNING_WB##. g) Choose Save. h) If the warning Document already exists. Overwrite? appears, choose OK. Exit Microsoft Excel 1. Close the Analysis Workbook, and close Microsoft Excel. a) Choose File → Close. Don’t save anything when asked. b) Choose X → Close.


109

Unit 7 Exercise 14 Create an Environment and Model for SAP BPC Optomized for S/4 HANA Business Example You need to use Business Objects Planning and Consolidation (BPC) features such as work status and business process flows that require a BPC Environment and Model and therefore you need to know how to create them. Log on the BPC Web Client with your credentials and log on to Environment PL_PLANNING_DEMO. 1. Access the logon screen. 2. Log on with the credentials in the following table: Field

Value

User

S4F80-##

Password

Welcome1

3. Connect to the PL_PLANNING_DEMO environment. Note: If you are already connected to PL_PLANNING_DEMO, go to step1 below.

Create the BPC Embedded Environment U##_ENV with Description U## Environment. 1. Access the Manage All Environments screen. 2. Create an Environment with the information in the following table: Field

Value

Type

Embedded

Environment ID

U##_ENV

Description

U## Environment

3. Connect to your new Environment Create the Embedded Planning Model U##_PRODUCT with Description U## Product Planning Model based on the U##_R01 Realtime Info Provider.

110


Exercise 14: Create an Environment and Model for SAP BPC Optomized for S/4 HANA

Note: If you did not create the U##_R01 Realtime Info Provider, use the U30_R01 Realtime Info Provider. 1. Navigate to Model configuration. 2. Create a new Planning Model with the information in the following table: Field

Value

ID

U##_PRODUCT

Description

U## Product Planning Model

3. Select your U##_R01 (U## Product Planning RTC) Realtime Info Provider. Check Info Object U## Virtual Material and Info Provider U##_MP1 in the new Model. 1. In the Models screen, open your model with ID U##_PRODUCT and description U## Product Planning Model. 2. In the Modify a Model screen, open your Realtime Info Provider U##_R01. 3. On tab card Dimensions, check Info Object U##_VMAT (U## Virtual Material). On tab card Related Multi Providers, check Multi Provider U##_MP1 (U## Product Plan and Actual MP). 4. Close the BPC Web Client.


111

Unit 7 Solution 14 Create an Environment and Model for SAP BPC Optomized for S/4 HANA Business Example You need to use Business Objects Planning and Consolidation (BPC) features such as work status and business process flows that require a BPC Environment and Model and therefore you need to know how to create them. Log on the BPC Web Client with your credentials and log on to Environment PL_PLANNING_DEMO. 1. Access the logon screen. a) Navigate to Start → All Apps. Double-Click BPC for P&C BPC Embedded, as the following graphic demonstrates:

Figure 60: BPC for P&C BPC Embedded

2. Log on with the credentials in the following table: Field

Value

User

S4F80-##

Password

Welcome1

a) Enter the information listed in the table. b) Choose Logon. Note: If you get a dialog regarding No Authority, choose OK.

Note: If you get a Logon Failure / Session timed out dialog, choose Retry. 3. Connect to the PL_PLANNING_DEMO environment.

112


Solution 14: Create an Environment and Model for SAP BPC Optomized for S/4 HANA

Note: If you are already connected to PL_PLANNING_DEMO, go to step1 below. a) Click the currently connected environment, next to Environment. The Connect to Environment dialog appears. .

b) Highlight PL_PLANNING_DEMO →

Create the BPC Embedded Environment U##_ENV with Description U## Environment. 1. Access the Manage All Environments screen. a) Click PL_PLANNING_DEMO, next to Environment. The Connect to Environment dialog opens. .

b) Choose

2. Create an Environment with the information in the following table: Field

Value

Type

Embedded

Environment ID

U##_ENV

Description

U## Environment

a) Choose

in the Manage All Environments dialog.

b) Enter the information listed in the table in step 2. c) Choose

.

3. Connect to your new Environment a) Highlight your environment U##_ENV in the Manage All Environments dialog. b) Choose

.

c) Choose OK in the Confirm Environment regarding open workspaces dialog. U##_ENV is displayed next to Environment. Create the Embedded Planning Model U##_PRODUCT with Description U## Product Planning Model based on the U##_R01 Realtime Info Provider. Note: If you did not create the U##_R01 Realtime Info Provider, use the U30_R01 Realtime Info Provider.


113

Unit 7: BPC Embedded Planning

1. Navigate to Model configuration. a) Choose the Administration Workspace. b) Choose Modeling → Models. 2. Create a new Planning Model with the information in the following table: Field

Value

ID

U##_PRODUCT

Description

U## Product Planning Model

a) Choose New. b) Enter the information listed in the table in the Create New Model dialog. c) Choose Planning in the Select a Model Type section. d) Choose Create. 3. Select your U##_R01 (U## Product Planning RTC) Realtime Info Provider. a) In the Select Info Providers section, under ID, open the link Click here, to select an Info Provider. b) In the Selecting Planning Info Providers dialog, click Description. c) Choose ID. d) Expand the e) Under

USERS Info area.

USER ##, check the box next to U##_R01( Product Planning RTC).

Product Planning RTC appears under Selected Info Providers U##. f) Choose OK. g) Choose Save. h) Choose Back. Check Info Object U## Virtual Material and Info Provider U##_MP1 in the new Model. 1. In the Models screen, open your model with ID U##_PRODUCT and description U## Product Planning Model. a) In the in Models dialog, under ID, open U##_PRODUCT. 2. In the Modify a Model screen, open your Realtime Info Provider U##_R01. a) In the Select Info Providers section, open U##_R01. 3. On tab card Dimensions, check Info Object U##_VMAT (U## Virtual Material). On tab card Related Multi Providers, check Multi Provider U##_MP1 (U## Product Plan and Actual MP). a) On tab card Dimensions, expand the

Dimension.

You should see U##_VMAT (U## Virtual Material).

114


Solution 14: Create an Environment and Model for SAP BPC Optomized for S/4 HANA

b) Open tab card Related Multi Providers. You should see U##_MP1 (U## Product Plan and Actual MP). c) Choose Back, twice. 4. Close the BPC Web Client. a) On the BPC Homepage, open the link for your user. b) Choose Logout. c) Confirm with OK.


115

Unit 7 Exercise 15 Configure BPC Work Status with a BAdI for SAP BPC Optimized for S/4 HANA

Business Example In order to control access to planning data, you need to know how to set up work status in the BPC Web Client.The basic idea is that work states such as “in process”, or “approved” can be set by owners or managers of profit centers (for example) to control data changes. The owners and managers(owner of the parent) have traditionally been determined from entity type dimensions such as cost center or profit center with an owner attribute in standard BPC however in Embedded BPC sometimes the characteristics do not have the owner (or user type) attribute. Therefore, you will create an external profit center characteristic that will be used as a lookup table for the owner and manager of each profit center. You will then create a BAdI for the system to perform this lookup. After that you will configure work status which will later be used in the BPF.

Note: Create an Environment and Model for SAP BPC Optimized for S/4 HANA. Task 1: Log On to BWMT of HANA Studio Note: If you are still logged on to HANA Studio but not to BWMT, go to #4. If you still logged on the HANA Studio and BWMT, go to Create the External Characteristic. 1. Open the HANA Studio and go to the Administration Console. 2. Create a new system with the following parameters: Field

Value

Host Name

Wdflbmt7122

Instance Number

00

Description

HANA System — Group##

3. Log on using the following data:

116

Field

Value

Username

STUDENT##


Exercise 15: Configure BPC Work Status with a BAdI for SAP BPC Optimized for S/4 HANA

Field

Value

Password

Training1

Caution: If an invalid credential dialog opens, choose No and check your credentials. The user will be locked after 6 invalid attempts. 4. Log on to the BW Modeling tool with the following credentials: Field

Value

Client

400

User

S4F80–##

Password

Welcome1

Create a new BW Project for the T41 system with the same credentials. Task 2: Create Performer and Reviewer Property for External Characteristic 1. In the USER## Info Area create a new Info Object with an ID of U##_PERF and description U## Performer. Select CHAR with length 12. Choose Case-Sensitive. Choose Master Data and Texts. Select Attribute only. Activate the info object. 2. In the USER## Info Area create a new Info Object with an ID of U##_REV and description U## Reviewer. Select CHAR with length 12. Choose Case-Sensitive. Choose Master Data and Texts. Select Attribute only. Activate the Info Object.

Note: The BAdI will use the reviewer attribute to determine the manager. Task 3: Create External Characteristic 1. In the USER## Info Area create a new Info Object with an ID of U##_EPC and description U## External Profit Center. Choose Master Data and Texts. Set the data type to CHAR, and Length to 10 characters. Assign /ERP/CO_AREA as the superior Info Object. 2. Add Info Object U##_PERF as attribute to Info Object U##_EPC. 3. Add info object U##_REV as an attribute to info object U##_EPC. 4. Activate the characteristic U##_EPC.


117


Task 4: Maintain the Master Data Value for your Profit Center and Assign Performer and Reviewer Property Value 1. Maintain the master data as follows: Field

Value

Controlling Area

A000

U## External Profit Center

IBPF_PC##

U## Performer

S4F80–##

U## Reviewer

S4F80–##

Task 5: Log On to BPC Web Client with your Credentials and Log On to Environment U#_ENV 1. Access the logon screen. 2. Log on using the following credentials: Field

Value

User

S4F80–##

Password

Welcome1

3. Connect to the U##_ENV environment. Task 6: Work Status Configuration in BPC Web Client 1. Go to the work status configuration for your U##_Product model. 2. Enable work status. 3. Configure the work states as follows: Order

Name

Description

Controlled By

Manual Entry

1

Locked

Locked

Owner and Manager

None

2

In Process

In Process

Owner and Manager

Owner

3

Submitted

Submitted

Manager

Manager

4

Approved

Approved

Manager

None

Hint: Manual entry includes manually inputting data from a Web and excel input form. It also pertains to planning functions. 4. Configure the locking dimensions as follows:

118



Figure 61: Work Status: Locking Dimensions

Note: ●

●

●

●

●

●

Owner Dimension – this characteristic is used to lookup the owner or team. It must have a hierarchy along with an attribute to store the owners and an attribute to store the teams. Hierarchy – this is the hierarchy being used to determine which profit centers to include. Define by Property – select this to determine owner via a user field. Define by Customer Implementation – use this option when the characteristic does not have an owner/user field. Owner Property – the Work Status Owner is the attribute of the characteristic being used to lookup the owner. Team Property – the Work Status Owner is the attribute of the characteristic being used to lookup the team.

5. Add the other dimensions as follows: Since the business requirement is usually to lock data regions made up of category, time, and the owner dimension, you also need to turn work status on for category and year. Keeping in mind that an embedded model can be referenced to more than one info provider, the work status can therefore be set for all info providers in a model or just for a specific info provider. By not selecting Set Work State by Info Provider, any work state that is set will therefore be for all info providers in the model. If you do select Set Work State by Info Provider, you will need to specify the info provider when you set the work state. Other Dimensions

Technical Name

Hierarchy

Category

/ERP/CO_CATEGORY

Context

Controlling Area

/ERP/CO_AREA

Context

Fiscal Year Variant

0FISVARNT

Context

Fiscal Year

0FISCYEAR

Context

Do not select Set Work State by Info Provider. Close the BPC Web Client.


119


Task 7: Create the Work Status BAdi 1. On the ECC SAP Easy Access screen, go to SE19. 2. Create an implementation for the RSBPCB_SETUSER enhancement. 3. Name the enhancement implementation as follows: Enhancement Implementation Short Text

Z_WS_## Profit Center Enhancement

Composite Enhancement Implementation 4. Use a local object for the transport. 5. Create BAdI Implementation ZBI## with Implementation Class Z##_PC_ENHANCEMENT and BAdI Definition BADI_RSBPCB_SETUSER. Expand BAdI implementation ZBI##. 6. Create a filter for your environment and your model. The filter therefore has to refer to APPSET_ID and APPL_ID. Note: The filter is used to restrict which environment and model within the environment the BAdI will run for.

Note: Environments were referred to as AppSets in prior releases. Models were referred to as Applications in prior releases. 7. Create the Filter Value and enter your environment U#_ENV as APPSET_ID and your model U##_PRODUCT as APPL_ID. 8. Create the implementing class. 9. Get the ABAP code from the Documents folder and copy it. 10. Add the code to the method. 11. Exchange ## in the code with your group number.

120

Row

Enter your group number for ## in the code

2

U##_ENV

3

U##_PERF

4

U##_REV

48

U##_EPC



Task 8: Log On to BPC Web Client with your Credentials and Log On to Environment U##_ENV 1. Access the logon screen. 2. Log on with the following credentials: Field

Value

User

S4F80–##

Password

Welcome1

3. Connect to the U##_ENV environment. Task 9: Create a Web Input Form and Check if you can Change your Profit Center Work Status 1. In the Library Workspace, create a Web input form for your model U##_PRODUCT. Browse for your query U##_MP1ALQ (U## Product Plan and Actual Query). Choose U##_WS_INPUT_FORM as name for your web input form. 2. Set the query variables as follows: Field

Value

Fiscal Year

Current

Category

Plan##

Company Code

1010


P001 (Services)

Customer Group

01

Currency

EUR

3. In the Define Grid section of the wizard, swap profit center into the page axis. 4. Restrict the info objects in the wizard to the following selections: Field

Value

Profit Center

IBPF_PC##

U##_VMAT Virtual Character

●

TG11 (Helmet)

●

TG12 (Locks)

●

●


T-ATVHS (High Speed Laser Printer) T-ATVMFCN (Multi Function Laser Printer)

121


Field G/L Account

Value ●

●

Key Figures

YCOA/65150000 (Computer Supplies) YCOA/65301000 (Marketing Expenses)

Plan Period 1

Make sure the variable value for Category is Plan##. Refresh your web input form. 5. Test the work status locking for the following selections: Field

Value

Profit Center

IBPF_PC##

Category

Plan##

Controlling Area

A000

Fiscal Area

K4/2016

Change the work status from Unlocked to Locked. Choose Transfer Data and Submit Data afterwards. 6. Set the work status back to unlocked for the same selection. Choose Transfer Data and Submit Data. 7. Close your Web input form and confirm. 8. Close the BPC Web Client.

122


Unit 7 Solution 15 Configure BPC Work Status with a BAdI for SAP BPC Optimized for S/4 HANA

Business Example In order to control access to planning data, you need to know how to set up work status in the BPC Web Client.The basic idea is that work states such as “in process”, or “approved” can be set by owners or managers of profit centers (for example) to control data changes. The owners and managers(owner of the parent) have traditionally been determined from entity type dimensions such as cost center or profit center with an owner attribute in standard BPC however in Embedded BPC sometimes the characteristics do not have the owner (or user type) attribute. Therefore, you will create an external profit center characteristic that will be used as a lookup table for the owner and manager of each profit center. You will then create a BAdI for the system to perform this lookup. After that you will configure work status which will later be used in the BPF.

Note: Create an Environment and Model for SAP BPC Optimized for S/4 HANA. Task 1: Log On to BWMT of HANA Studio Note: If you are still logged on to HANA Studio but not to BWMT, go to #4. If you still logged on the HANA Studio and BWMT, go to Create the External Characteristic. 1. Open the HANA Studio and go to the Administration Console. a) Go to Start → All Apps → SAP HANA → SAP HANA Studio. After a few seconds, the Workspace Launcher appears. b) Choose OK. c) On the Secure Storage dialog, choose No. d) On the Overview screen, choose Open Administration Console. e) Maximize the session. 2. Create a new system with the following parameters: Field

Value

Host Name

Wdflbmt7122


123


Field

Value

Instance Number

00

Description


a) Right to the Systems tab on the upper left → Select the drop down next to

.

b) Choose Add System... The System dialog opens. c) Enter the data from the table above. d) Choose Next. 3. Log on using the following data: Field

Value

Username

STUDENT##

Password

Training1

a) Enter the data from the table above. b) Choose Finish. Your system opens in the upper left.

Caution: If an invalid credential dialog opens, choose No and check your credentials. The user will be locked after 6 invalid attempts. 4. Log on to the BW Modeling tool with the following credentials: Field

Value

Client

400

User

S4F80–##

Password

Welcome1

Create a new BW Project for the T41 system with the same credentials. a) Choose Open Perspective → BW Modeling. b) Choose OK. c) Choose New → BW Project. d) In the New BW Project screen, choose system T41. e) Choose Next twice.

124


Solution 15: Configure BPC Work Status with a BAdI for SAP BPC Optimized for S/4 HANA

f) Enter the data from the table above. g) Choose Finish. Task 2: Create Performer and Reviewer Property for External Characteristic 1. In the USER## Info Area create a new Info Object with an ID of U##_PERF and description U## Performer. Select CHAR with length 12. Choose Case-Sensitive. Choose Master Data and Texts. Select Attribute only. Activate the info object. a) Expand the USER## Info Area in the BW Repository. b) Open the Characteristic folder. c) Right-click Characteristic → New → Info Object… d) In the New Info Object dialog, in the Name field, enter U##_PERF. e) I Next to Description enter U## Performer. f) Choose Finish. g) Make sure that CHAR is selected as Data Type. h) In the Length field, choose 12. i) Select Case-Sensitive. j) In the Properties, section choose Master Data and Texts. k) Select Attribute Only. l) Choose

Activate.

2. In the USER## Info Area create a new Info Object with an ID of U##_REV and description U## Reviewer. Select CHAR with length 12. Choose Case-Sensitive. Choose Master Data and Texts. Select Attribute only. Activate the Info Object.

Note: The BAdI will use the reviewer attribute to determine the manager. a) Expand the USER## Info Area in the BW Repository. b) Open the Characteristics folder. c) Right-click Characteristic → New → Info Object. d) In the New Info Object dialog, in the Name field, enter U##_REV. e) In the Description field, enter U## Reviewer. f) Choose Finish. g) Make sure that CHAR is selected as Data Type.


125


h) In the Length field, choose 12. i) Select Case-Sensitive. j) In the Properties section, choose Master Data and Texts. k) Select Attribute Only. l) Choose

Activate.

Task 3: Create External Characteristic 1. In the USER## Info Area create a new Info Object with an ID of U##_EPC and description U## External Profit Center. Choose Master Data and Texts. Set the data type to CHAR, and Length to 10 characters. Assign /ERP/CO_AREA as the superior Info Object. a) Expand the USER## Info Area in the BW Repository. b) Open the Characteristic folder. c) Right-click Characteristic → New → Info Object… d) In the New Info Object dialog, in the Name field, enter U##_EPC. e) In the Description field, enter U## External Profit Center. f) Choose Finish. g) Make sure that CHAR is selected as Data Type. h) In the Length field, enter 10. i) In the Properties section, select Master Data and Texts. j) Expand the Compounds (0) section. k) Choose the Edit Compounding Information button. l) In the Edit Compounding Information dialog, choose Add. The Select Info Object Dialog opens. m) In the Search field, enter /ERP/CO_AREA. n) Highlight the controlling area field. o) Choose OK twice. 2. Add Info Object U##_PERF as attribute to Info Object U##_EPC. a) On tab card Attributes choose Add… b) On the Select Info Object screen enter U##_PERF. c) Choose Enter. d) Highlight the selected Info Object. e) Choose OK. 3. Add info object U##_REV as an attribute to info object U##_EPC. a) On the Attributes tab, choose Add…

126



b) On the Select Info Object screen, enter U##_REV. c) Choose Enter. d) Highlight the selected info object. e) Choose OK. 4. Activate the characteristic U##_EPC. a) Choose Activate. The data dictionary objects are generated. Task 4: Maintain the Master Data Value for your Profit Center and Assign Performer and Reviewer Property Value 1. Maintain the master data as follows: Field

Value

Controlling Area

A000

U## External Profit Center

IBPF_PC##

U## Performer

S4F80–##

U## Reviewer

S4F80–##

a) Choose the

drop down. Select Miscellaneous → Master Data Maintenance.

The Web browser opens. b) Under Controlling Area, enter A000. c) Enter the remaining data from the table above. d) From the Save drop down, and choose Save and Activate. Note: Make sure you choose Save and Activate, not Save. e) Close the Web session. Task 5: Log On to BPC Web Client with your Credentials and Log On to Environment U#_ENV 1. Access the logon screen. a) Go to Start → All Apps and double-click BPC for P&C BPC Embedded. 2. Log on using the following credentials: Field

Value

User

S4F80–##

Password

Welcome1


127


a) Enter the data from the table above. b) Choose Log On. Note: If a No Authority dialog opens, choose OK.

Note: If a Logon Failure/ Session Timed Out dialog opens, choose Retry. 3. Connect to the U##_ENV environment. a) Next to the Environment field, click the currently connected environment. It should be U##_ENV. b) If U##_ENV is not yet selected, click the Active Environment link. The Connect to Environment dialog opens. c) Highlight U##_ENV and choose Connect. Task 6: Work Status Configuration in BPC Web Client 1. Go to the work status configuration for your U##_Product model. a) Choose Administration workspace. b) Choose Features → Work Status Configuration. c) Under Model, choose the U##_PRODUCT model hyperlink. 2. Enable work status. a) Check the Enable Work Status box. 3. Configure the work states as follows: Order

Name

Description

Controlled By

Manual Entry

1

Locked

Locked

Owner and Manager

None

2

In Process

In Process

Owner and Manager

Owner

3

Submitted

Submitted

Manager

Manager

4

Approved

Approved

Manager

None

Hint: Manual entry includes manually inputting data from a Web and excel input form. It also pertains to planning functions. a) Choose Add. The Add Work Status dialog opens.

128



b) Enter Name and Description for the Locked, work status as described above. c) In the Controlled By field, make the relevant selection from the table above. d) In the Manual Entry field, make the relevant selection from the table above. e) Choose OK. f) Add the other work states from the table above. 4. Configure the locking dimensions as follows:

Figure 61: Work Status: Locking Dimensions

Note: ●

●

●

●

●

●

Owner Dimension – this characteristic is used to lookup the owner or team. It must have a hierarchy along with an attribute to store the owners and an attribute to store the teams. Hierarchy – this is the hierarchy being used to determine which profit centers to include. Define by Property – select this to determine owner via a user field. Define by Customer Implementation – use this option when the characteristic does not have an owner/user field. Owner Property – the Work Status Owner is the attribute of the characteristic being used to lookup the owner. Team Property – the Work Status Owner is the attribute of the characteristic being used to lookup the team.

a) In the Owner Dimension field, select the /ERP/PROFTCTR profit center. b) Make the remaining selections as shown in the figure above. 5. Add the other dimensions as follows: Since the business requirement is usually to lock data regions made up of category, time, and the owner dimension, you also need to turn work status on for category and year. Keeping in mind that an embedded model can be referenced to more than one info provider, the work status can therefore be set for all info providers in a model or just for a specific info provider. By not selecting Set Work State by Info Provider, any work state that is set will therefore be for all info providers in the model. If you do select Set Work State by Info Provider, you will need to specify the info provider when you set the work state.


129


Other Dimensions

Technical Name

Hierarchy

Category

/ERP/CO_CATEGORY

Context

Controlling Area

/ERP/CO_AREA

Context

Fiscal Year Variant

0FISVARNT

Context

Fiscal Year

0FISCYEAR

Context

Do not select Set Work State by Info Provider. Close the BPC Web Client. a) Under Other Dimensions, choose Add/Remove. b) In the Add/Remove Other Dimensions dialog, enter the data from the table above. c) Choose OK. d) Do not select Set Work State by Info Provider. e) Choose Save. After a few seconds, the settings are saved. f) To log off of the BPC Web Client, open the link for your user on the BPC homepage. g) Choose Logout. h) Choose OK. Task 7: Create the Work Status BAdi 1. On the ECC SAP Easy Access screen, go to SE19. a) In the Command field, enter /NSE19. b) Choose

Enter.

2. Create an implementation for the RSBPCB_SETUSER enhancement. a) In the Create Implementation section, make sure New BAdi is selected. b) In the Enhancement Spot field, enter RSBPCB_SETUSER. c) Choose Create. The Create Enhancement Implementation dialog opens. ZEI_WS_## 3. Name the enhancement implementation as follows: Enhancement Implementation Short Text

Z_WS_## Profit Center Enhancement

Composite Enhancement Implementation a) Enter the data from the above table.

130



b) Choose

Creation of Enhancement.

The Create Object Directory Entry dialog opens. 4. Use a local object for the transport. a) Choose Local Object. The Enhancement Implementation ZEI##: Create BAdI Implementations dialog opens. 5. Create BAdI Implementation ZBI## with Implementation Class Z##_PC_ENHANCEMENT and BAdI Definition BADI_RSBPCB_SETUSER. Expand BAdI implementation ZBI##. a) Under BAdi Implementation, enter ZBI_WS##. b) Under Implementation Class, enter ZWS_##_PC_ENHANCEMENT. c) Under BAdi Definition, choose BADI_RSBPCB_SETUSER. d) Choose

Continue.

If the Create Object Directory Entry dialog appears, choose Save. After a few seconds, the following screen opens:

Figure 62: Enhancement Implementation Elements: Implementing Class

e) Expand BAdi implementation ZBI## in order to see the Implementation Class and Filter Val. 6. Create a filter for your environment and your model. The filter therefore has to refer to APPSET_ID and APPL_ID. Note: The filter is used to restrict which environment and model within the environment the BAdI will run for.

Note: Environments were referred to as AppSets in prior releases. Models were referred to as Applications in prior releases. a) Double-click Filter Val.


131


b) Choose Combination to create filter combination. c) In the Choose Filter dialog, choose

Select All:

Figure 63: Choose Filter: Select All

d) Choose

Continue.

You get the following:

Figure 64: Filter Combination: Filter Values

7. Create the Filter Value and enter your environment U#_ENV as APPSET_ID and your model U##_PRODUCT as APPL_ID. a) Under Value 1, double-click ???? in the first line. The Change Filter Value dialog opens. b) Next to Value 1, enter U##_PRODUCT. Note: For ##, substitute your assigned group number. c) In the Comparator 1 field, select =. You get the following:

Figure 65: U##_PRODUCT: Comparator 1

d) Choose

Continue.

e) Under Value 1, double-click ???? in the second line.

132



The Change Filter Value dialog opens. f) Next to Value 1 field, enter U##_ENV. For ##, substitute your assigned group number. g) Next to Comparator 1 field, select =. You will get the following:

Figure 66: U##_ENV: Comparator 1

h) Choose

Continue.

8. Create the implementing class. a) Double-click Implementing Class.

Figure 67: Implementing Class

b) Under Method, double-click IF_RSBPCB_SETUSER_LOGIC~EXECUTE_SETUSER_LOGIC. The Create Method Implementation dialog opens. c) Choose Yes to create it. The Edit Enhancement Implementation dialog opens. d) Choose Yes to save it. You should now see the following:

Figure 68: Class Builder

9. Get the ABAP code from the Documents folder and copy it. a) Choose Start → All Apps → Initialize Course. b) Double-click Initialize Course. c) Open the S4F80 folder. d) Double-click Initialize_S4F80.vbs.


133


e) Wait until the script running is done. f) Choose Yes → OK. g) Right mouse Start → File Explorer → My Documents. h) Open the S4F80_BADI_CODE_WORK_STATUS.docx file file. i) Use Ctrl+A and Ctrl+C to select and copy the code. 10. Add the code to the method. a) Go back to the SAP GUI Builder screen. b) Use Ctrl+A and Ctrl+V to select the code. c) Copy it after row 1 method IF_RSBPCB_SETUSER_LOGIC ~ EXECUTE_SETUSER_LOGIC. 11. Exchange ## in the code with your group number. Row

Enter your group number for ## in the code

2

U##_ENV

3

U##_PERF

4

U##_REV

48

U##_EPC

a) Make the changes from the table above. b) Choose Save. c) Choose

Activate.

d) In the Inactive Objects for S4F80–## dialog, choose All Objects.

Figure 69: Inactive Objects: Local Objects

e) Choose

134

Continue.



All objects are activated.

Note: If the Activation Error dialog opens, choose Edit and double-check your code. f) Choose Exit twice. The work status configuration is complete and ready to be used in the Business Process Flow. Task 8: Log On to BPC Web Client with your Credentials and Log On to Environment U##_ENV 1. Access the logon screen. a) Go to Start → All Apps and double-click BPC for P&C BPC Embedded. 2. Log on with the following credentials: Field

Value

User

S4F80–##

Password

Welcome1

a) Enter the data from the table above. b) Choose Log On. Note: If you get a No Authority dialog, choose OK.

Note: If you get a Logon Failure/ Session Timed Out dialog, choose Retry. 3. Connect to the U##_ENV environment. a) In the Environment field, click the currently connected environment. It should be U##_ENV. b) If U##_ENV is not yet selected, click the Active Environment link. The Connect to Environment dialog opens. c) Highlight U##_ENV and choose Connect. Task 9: Create a Web Input Form and Check if you can Change your Profit Center Work Status 1. In the Library Workspace, create a Web input form for your model U##_PRODUCT. Browse for your query U##_MP1ALQ (U## Product Plan and Actual Query). Choose U##_WS_INPUT_FORM as name for your web input form.


135


a) Choose the Library work space. b) Choose Input Form. The New Input Form wizard opens. c) In the Name field, enter U##_WS_INPUT_FORM. d) In the Select Query Attached in Model field, choose U##_PRODUCT (U## Product Planning Model). e) Choose Browse. f) Highlight query U##_MP1ALQ (U## Product Plan and Actual Query). g) Choose Next. 2. Set the query variables as follows: Field

Value

Fiscal Year

Current

Category

Plan##

Company Code

1010


P001 (Services)

Customer Group

01

Currency

EUR

a) Select the variables from the table above. Use the Search Help per value. b) On the Member Selector dialog, in the Display field, choose ID and Description. c) Highlight the selected number. d) Choose OK. e) Choose Next. 3. In the Define Grid section of the wizard, swap profit center into the page axis. a) In the Row Axis section, choose the Menu button for Profit Center. b) Choose Swap to Page Axis. 4. Restrict the info objects in the wizard to the following selections:

136

Field

Value

Profit Center

IBPF_PC##



Field U##_VMAT Virtual Character

Value ●

TG11 (Helmet)

●

TG12 (Locks)

●

●

G/L Account

●

●

Key Figures

T-ATVHS (High Speed Laser Printer) T-ATVMFCN (Multi Function Laser Printer) YCOA/65150000 (Computer Supplies) YCOA/65301000 (Marketing Expenses)

Plan Period 1

Make sure the variable value for Category is Plan##. Refresh your web input form. a) Click the Profit Center link. The Member Selector opens. b) Under Available Members, check IBPF_PC##. The profit center should now be in the selected members section. c) Choose OK. Do the same for the other info objects and the key figures in the table above. d) Choose Next. e) Choose OK. The Web input form appears on the next screen. f) Choose the Variables button. Check if Plan## is set for Category. If not, set Plan##. g) Choose OK. h) Choose Refresh. 5. Test the work status locking for the following selections: Field

Value

Profit Center

IBPF_PC##

Category

Plan##

Controlling Area

A000

Fiscal Area

K4/2016

Change the work status from Unlocked to Locked. Choose Transfer Data and Submit Data afterwards.


137


a) Choose Change Work Status. b) In the Change Work Status dialog, enter the selections from the table above. Use the Search Help for each field. c) In the Member Selector, in the Description field, choose ID and Description. d) Highlight your characteristic value. e) Choose OK. Follow this procedure for all of the characteristics in the table above. f) The Current Status should automatically be UNLOCKED. g) In the New Status field, choose LOCKED.

Figure 70: Work Status Locked

h) Choose Apply. You should get the message:

Figure 71: Work Status Changed to Locked

i) Choose OK. j) Choose Transfer Data. k) Choose Submit Data. The data cells of your Web Input Form should now be greyed out – here an example for user ## = 30 -

Figure 72: S4F803

6. Set the work status back to unlocked for the same selection. Choose Transfer Data and Submit Data. a) Choose Change Work Status. b) In the Change Work Status dialog, enter the selections above using the Search Help for each field. c) In the Member Selector, in the Description field, choose ID and Description.

138



d) Highlight your characteristic value. e) Choose OK. Follow this procedure for all of the characteristics in the table above. f) The Current Status should automatically be LOCKED. g) In the New Status field, choose UNLOCKED.

Figure 73: Work Status Unlocked

h) Choose Apply .You should get the following message:

Figure 74: Work Status Changed in Unlocked

i) Choose OK. The data cells of your Web Input form should now be input-enabled again – here an example for user ## = 30 - : j) Choose Transfer Data. k) Choose Submit Data. 7. Close your Web input form and confirm. . a) Choose The Unsaved Changes dialog opens. b) Choose Yes. c) In the Save dialog, in the Description field, enter U##_WS_INPUT_FORM. Don’t change the other settings. d) Choose Save. 8. Close the BPC Web Client. a) On the BPC Homepage open the link for your user. b) Choose Logout. c) Confirm with OK.


139

Unit 7 Exercise 16 Create a Business Process Flow for SAP BPC Optimized for S/4 HANA

Business Example You need know how to create a BPF that can be used as a Launchpad for BPC Embedded activities. Task 1: Log On to BPC Web Client and Environment U##_ENV 1. Access the logon screen. 2. Log on with the following data: Field

Value

User

S4F80–##

Password

Welcome1

3. Connect to the U##_ENV environment. Task 2: Create BPF Template 1. Access the Business Process Templates screen. 2. Create a new BPF Template with the following data: Field

Value

Name

U##_BPF

Description

U## Product Planning BPF

Identity Dimensions

Category, Fiscal Year, Fiscal Year Variant

Process Owners

S4F80–##

Check only the current step when reopening Task 3: Create Activity 1. Create a new activity. 2. Configure the new activity with the following data:

140

Field

Value

Name/Description

Planning

Opening Criteria

All


Exercise 16: Create a Business Process Flow for SAP BPC Optimized for S/4 HANA

Field

Value

Allow Reopen Driving Dimension

External Dimensions: U##_EPC (U## External Profit center)

Members

A000/IBPF_PC##

Map Driver To

Profit Center

Performer Definition Performer User Property

Define Performer by Property U##_PERF (U## Performer)

Require Reviewer Reviewer User Property Reviewer User Property

Define Reviewer by Property U##_REV (U## Reviewer)

Reviewer Workspace

Same as Performer

Task 4: Create Performer Workspace This is the structure of the performer workspace:

Figure 76: Performer Workspace Structure

1. Create a performer workspace. Task 5: Add New Hyperlink to Initialize Plan Caution: It is imperative that you follow the lettered sub-steps in this section.

1. Add hyperlinks. 2. Rename the hyperlink. 3. Configure the Initialize Plan hyperlink, as follows:


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Field

Value

Name/Description

Set Work Status

Target Action

Model

●

Work Status

●

Set Work Status

U##_PRODUCT

InfoProvider ●

Category

●

Controlling Area

●

Fiscal Year Variant

●

Fiscal Year

●

Profit Center

Use workspace context

Task 6: Configure Analysis for Office Workspace 1. Add hyperlinks. 2. Rename the hyperlink. 3. Configure the Cost Center Planning on Periods workbook, as follows: Field

Value

Name/Description

Cost Center Planning on Periods

Target Action

(Workbook) Name

●

Analysis Office

●

Open Workbook

/ERP/SFIN_A01_WB01 Note: Both 0s stand for the number 0, not the letter o.

Note: Make sure there are no blank spaces after WB01.

4. Add the Cost Center Planning on Years workbook to the same hyperlink, as follows:

142

Field

Value

Name/Description

Cost Center Planning on Years



Field Target Action

(Workbook) Name

Value ●

Analysis Office

●

Open Workbook


5. Add the Plan Data Transfer for Cost Centers workbook to the same hyperlink, as follows: Field

Value

Name/Description

Cost Center Integration of BPC and ERP

Target Action

(Workbook) Name

●

Analysis Office

●

Open Workbook


6. Add the BPC Planning workbook to the same hyperlink, as follows: Field

Value

Name/Description

BPC PC Planning

Target Action

(Workbook) Name

●

Analysis Office

●

Open Workbook

BPC_PC_PLANNING_WB## Note: Both 0s stand for the number 0, not the letter o.

Here is an example for group 30:


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Figure 78: BPC PC Planning Example: Group 30

Task 7: Create ERP Activities Workspace 1. Add hyperlinks. 2. Rename the hyperlink. 3. Configure the Maintain Master Data for Cost Center URL, as follows: Field

Value

Name/Description

Maintain Master Data for Cost Center

Target Action

URL

●

External Resources

●

Open URL

http://wdflbmt2260.wdf.sap.corp: 50080/sap/bc/ui5_ui5/ui2/ushell/ shells/abap/FioriLaunchpad.html? sap-client=001&sap-language=EN#CostCenter-manageCostCenters

4. Add the Post General Journal Entries URL, as follows: Field

Value

Name/Description

Post General Journal Entries

Target Action

URL

●

External Resources

●

Open URL

http://wdflbmt2260.wdf.sap.corp: 50080/sap/bc/ui5_ui5/ui2/ushell/ shells/abap/FioriLaunchpad.html? sap-client=001&sap-language=EN#AccountingDocument-postGLDocument&/1743236709/T

5. Add the Cost Centers – Plan/Actual URL, as follows:

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Field

Value

Name/Description

Cost Centers – Plan/Actual

Target Action

URL

●

External Resources

●

Open URL

http://wdflbmt2260.wdf.sap.corp: 50080/sap/bc/ui5_ui5/ui2/ushell/ shells/abap/FioriLaunchpad.html? sap-client=001&sap-language=EN#CostCenter-analyzePlanActual


Figure 79: Cost Centers URL Example: Group 30

6. Test the ERP activities workspace. 7. Close the Cost Centers — Plan/Actual Web session. 8. In the ERP Activities workspace, set Edit mode and save the workspace. 9. Close the workspace, return to the template and save it. 10. Deploy the template. Task 8: Create the Instance for Process U##_BPF for user S4F80-##, Category Plan## and the current Fiscal Year (with Fiscal Year Variant K4) and start it immediately. 1. Create a new instance. 2. Select the process. 3. Select who will be able to finalize the instance. 4. Select the context. 5. Start your Process Instance immediately Task 9: Execute the BPF 1. Access your activity. 2. Open Planning and go to the Initialize Plan workspace.


145


3. Set the work status to In Process, with the following parameters and confirm with Submit. Field

Value

Profit Center

IBPF_PC##

Category

PLAN##

Controlling Area

1000

Fiscal Year Variant


Fiscal Year

Calendar year, 4 spec. periods of the current year

Current Status

Unlocked

New Status

In Process

4. Open the Cost Center Planning on Periods workbook. 5. Make the following selections if necessary: Field

Value

Fiscal Year


Category

PLAN##

Company Code

1000

Cost Center

IBPF_CC##

GL Account Hierarchy Currency

EUR

Hint: Your user has default parameters in SU01, so you may not need to make all of these selections. 6. Open the BPC_PC_PLANNING_WB## workbook. 7. Make the following settings if needed: Field

Value

Fiscal Year

Calendar year, 4 spec. periods of the current year.

Category

PLAN##

Company Code

1010


P001 (Services)


146



Field

Value

Currency

EUR


147

Unit 7 Solution 16 Create a Business Process Flow for SAP BPC Optimized for S/4 HANA

Business Example You need know how to create a BPF that can be used as a Launchpad for BPC Embedded activities. Task 1: Log On to BPC Web Client and Environment U##_ENV 1. Access the logon screen. a) Go to Start → All Apps and double-click BPC for P&C BPC Embedded. 2. Log on with the following data: Field

Value

User

S4F80–##

Password

Welcome1

a) Enter the data from the table above. b) Choose Log On. Note: If you get a No Authority dialog, choose OK.

Note: If you get a Logon Failure/ Session Timed Out dialog, choose Retry. 3. Connect to the U##_ENV environment. a) Next to Environment, click the currently connected environment. It should be U##_ENV. b) If U##_ENV is not yet selected, click the Active Environment link. The Connect to Environment dialog opens. c) Highlight U##_ENV and choose Connect. Task 2: Create BPF Template 1. Access the Business Process Templates screen. a) Choose the Administration workspace. b) Under Business Process Flows, choose Process Templates.

148


Solution 16: Create a Business Process Flow for SAP BPC Optimized for S/4 HANA

2. Create a new BPF Template with the following data: Field

Value

Name

U##_BPF

Description

U## Product Planning BPF

Identity Dimensions

Category, Fiscal Year, Fiscal Year Variant

Process Owners

S4F80–##

Check only the current step when reopening a) Choose New. b) In the Process Settings tab, enter the data from the table above. c) Choose OK. d) Choose Save. If you receive an error (a warning is ok), the web client may have timed out. To ensure you haven’t lost any work, exit and go back into the template activities. Task 3: Create Activity 1. Create a new activity. a) Go to the Activities tab. b) Choose New. 2. Configure the new activity with the following data: Field

Value

Name/Description

Planning

Opening Criteria

All

Allow Reopen Driving Dimension

External Dimensions: U##_EPC (U## External Profit center)

Members

A000/IBPF_PC##

Map Driver To

Profit Center

Performer Definition Performer User Property

Define Performer by Property U##_PERF (U## Performer)

Require Reviewer Reviewer User Property Reviewer User Property Reviewer Workspace


Define Reviewer by Property U##_REV (U## Reviewer) Same as Performer

149


a) Enter the data from the table above. b) Choose Save. Here is an example for group 30:

Figure 75: New Activity

Task 4: Create Performer Workspace This is the structure of the performer workspace:

Figure 76: Performer Workspace Structure

1. Create a performer workspace. a) Under Activity Performer, choose Create. The Planning Workspace screen opens. Task 5: Add New Hyperlink to Initialize Plan Caution: It is imperative that you follow the lettered sub-steps in this section.

1. Add hyperlinks. a) Choose Add Hyperlinks. 2. Rename the hyperlink.

150



a) On the upper left choose Hyperlinks . A context menu box opens. b) Choose Rename. Your cursor goes to the left-most position in the text box. c) Delete the existing text. d) Enter Initialize Plan. 3. Configure the Initialize Plan hyperlink, as follows: Field

Value

Name/Description

Set Work Status

Target Action

Model

●

Work Status

●

Set Work Status

U##_PRODUCT

InfoProvider ●

Category

●

Controlling Area

●

Fiscal Year Variant

●

Fiscal Year

●

Profit Center

Use workspace context

a) Enter the data from the table above. Here is an example for group 30:

Figure 77: Initialize Plan Example: Group 30

b) Choose Save. Task 6: Configure Analysis for Office Workspace 1. Add hyperlinks. a) Choose Add Hyperlinks.


151


2. Rename the hyperlink. a) Choose Hyperlinks. A context menu box opens. b) Choose Rename. Your cursor goes to the left-most position in the text box. c) Delete the existing text. d) Enter Analysis for Office. 3. Configure the Cost Center Planning on Periods workbook, as follows: Field

Value

Name/Description

Cost Center Planning on Periods

Target Action

(Workbook) Name

●

Analysis Office

●

Open Workbook


Note: Make sure there are no blank spaces after WB01.

a) Enter the data from the table above. 4. Add the Cost Center Planning on Years workbook to the same hyperlink, as follows: Field

Value

Name/Description

Cost Center Planning on Years

Target Action

(Workbook) Name

●

Analysis Office

●

Open Workbook


a) Choose Add.

152



b) Enter the data from the table above. 5. Add the Plan Data Transfer for Cost Centers workbook to the same hyperlink, as follows: Field

Value

Name/Description

Cost Center Integration of BPC and ERP

Target Action

(Workbook) Name

●

Analysis Office

●

Open Workbook


a) Choose Add. b) Enter the data from the table above. 6. Add the BPC Planning workbook to the same hyperlink, as follows: Field

Value

Name/Description

BPC PC Planning

Target Action

(Workbook) Name

●

Analysis Office

●

Open Workbook

BPC_PC_PLANNING_WB## Note: Both 0s stand for the number 0, not the letter o.

a) Choose Add. b) Enter the data from the table above. c) Choose Save. You receive a message: Workspace has been saved. Here is an example for group 30:


153


Figure 78: BPC PC Planning Example: Group 30

Task 7: Create ERP Activities Workspace 1. Add hyperlinks. a) Choose Add Hyperlinks. 2. Rename the hyperlink. a) Choose Hyperlinks. A context menu box appears. b) Choose Rename. c) Delete the existing text. d) Enter ERP Activities. 3. Configure the Maintain Master Data for Cost Center URL, as follows: Field

Value

Name/Description

Maintain Master Data for Cost Center

Target Action

URL

●

External Resources

●

Open URL

http://wdflbmt2260.wdf.sap.corp: 50080/sap/bc/ui5_ui5/ui2/ushell/ shells/abap/FioriLaunchpad.html? sap-client=001&sap-language=EN#CostCenter-manageCostCenters

a) Enter the data from the above table. b) To copy the URL from a provided file, go to Start → All Apps → Initialize Course folder. c) Double-click the Initialize Course folder. d) Open the S4F80 folder. e) Double-click Initialize_S4F80.vbs. f) Wait until the script running is finished.

154



g) Choose Yes → OK. h) Right-click Start → File Explorer → My Documents. i) Double-click the S4F80 folder. j) Open the S4F80_BPF_URLS.docx file. k) Use Ctrl+A and Ctrl+C to select the Maintain Master Data for Cost Center – URL URL. l) Copy and paste the URL. 4. Add the Post General Journal Entries URL, as follows: Field

Value

Name/Description

Post General Journal Entries

Target Action

URL

●

External Resources

●

Open URL

http://wdflbmt2260.wdf.sap.corp: 50080/sap/bc/ui5_ui5/ui2/ushell/ shells/abap/FioriLaunchpad.html? sap-client=001&sap-language=EN#AccountingDocument-postGLDocument&/1743236709/T

a) Choose Add. b) On the right, enter the Name/Description/Target Action listed above. c) To copy the URL from a provided file, go to Start → File Explorer → Documents . d) Double-click the S4F80 folder. e) Open the S4F80_BPF_URLS.docx file. f) Use Ctrl+A and Ctrl+C to select the Post General Journal Entries – URL URL. g) Copy and paste the URL. h) Choose Save. 5. Add the Cost Centers – Plan/Actual URL, as follows: Field

Value

Name/Description

Cost Centers – Plan/Actual

Target Action


●

External Resources

●

Open URL

155


Field

Value

URL

http://wdflbmt2260.wdf.sap.corp: 50080/sap/bc/ui5_ui5/ui2/ushell/ shells/abap/FioriLaunchpad.html? sap-client=001&sap-language=EN#CostCenter-analyzePlanActual

a) Choose Add. b) On the right, enter the Name/Description/Target Action listed above. c) To copy the URL from a provided file right mouse click Start → File Explorer → Documents. d) Double-click the S4F80 folder. e) Open the S4F80_BPF_URLS file. f) Use Ctrl+A and Ctrl+C to select the Cost Centers – Plan/Actual - URL URL. g) Copy and paste the URL. h) Choose Save. Here is an example for group 30:

Figure 79: Cost Centers URL Example: Group 30

6. Test the ERP activities workspace. a) Choose Stop Editing. b) Choose Cost Centers — Plan/Actual. c) In the Cost Centers — Plan/Actual Fiori tile, enter the following data:

156

Field

Value

Fiscal Year

Calendar year, 4 special periods of the current year

Category

0

Posting Period

1



Field

Value

Company Code

1010

You should see some plan data for several cost centers. 7. Close the Cost Centers — Plan/Actual Web session. a) On the Cost Centers — Plan/Actual Web browser page, choose You are back on the BPF ERP Activities workspace.

.

8. In the ERP Activities workspace, set Edit mode and save the workspace. a) Choose Edit. b) Choose Save. 9. Close the workspace, return to the template and save it. a) Choose

to close the workspace.

b) Choose Save. Note: If you get a timed out message, choose Save again. 10. Deploy the template. a) Choose Back. b) Choose Yes to confirm. Note: If the template doesn’t close, choose

to close the workspace.

Your template should have a current version of: Draft.

Note: If your template doesn’t appear, choose Refresh. c) Choose Description to highlight the template. d) Choose Deploy. The template can now be used in an instance.

Note: If you need to change the template, choose New Version. Once the changes are complete, choose Deploy again.


157


Task 8: Create the Instance for Process U##_BPF for user S4F80-##, Category Plan## and the current Fiscal Year (with Fiscal Year Variant K4) and start it immediately. 1. Create a new instance. a) Choose Process Instances. b) Choose New. Your U##_BPF appears under Process. 2. Select the process. a) Choose U##_BPF. b) Choose Next. 3. Select who will be able to finalize the instance. a) Next to Name, select S4F80-## if necessary. b) Choose Next. 4. Select the context. a) Click the dropdown next to Category . b) Highlight PLAN ##. c) Choose OK. d) Click the dropdown next to Fiscal Year . e) Highlight Calendar year, 4 4 spec. periods of the current year (K4/XXXX).. f) Choose OK. After a few seconds, the selection is adopted. g) Choose Next. h) Don´t change the settings in the Check Assignments step. i) Choose Next. 5. Start your Process Instance immediately a) Select Start Process Instance Immediately. b) Choose Finish. c) Choose Close. The BPF instance is running (ready to use). Task 9: Execute the BPF 1. Access your activity. a) Go to the Home screen b) Choose My Activities. You should have one activity called Planning. 2. Open Planning and go to the Initialize Plan workspace. a) Under Activity, choose Planning. The Planning Workspace opens for IBPF_PC##. b) Choose Initialize Plan.

158



3. Set the work status to In Process, with the following parameters and confirm with Submit. Field

Value

Profit Center

IBPF_PC##

Category

PLAN##

Controlling Area

1000

Fiscal Year Variant


Fiscal Year


Current Status

Unlocked

New Status

In Process

a) Click on Set Work Status. b) Make the settings as shown above (some may be there by default). c) Choose Apply. You should get the following message:

Figure 80: Work Status

d) Choose OK. 4. Open the Cost Center Planning on Periods workbook. a) In the workspace, choose Analysis for Office. Four workbook hyperlinks appear on the right. b) Choose Cost Center Planning on Periods. c) Choose : After a few seconds, the workbook opens.

Note: If the workbook doesn’t open, go to File→Analysis→Open Workbook→Open Workbook from the SAP NetWeaver Platform→Go to Search. Type /ERP/SFIN_A01_WB01 into the Search field. Choose Enter. Choose OK. 5. Make the following selections if necessary: Field

Value

Fiscal Year


Category

PLAN##

Company Code

1000


159


Field

Value

Cost Center

IBPF_CC##

GL Account Hierarchy Currency

EUR

Hint: Your user has default parameters in SU01, so you may not need to make all of these selections. a) On the Analysis Ribbon choose Prompts → Prompts for Workbook. b) Next to Fiscal Year, choose the drop down and select the current year c) Make the remaining settings as shown above d) Choose OK. The Cost Center Period Planning workbook opens. e) Exit Excel. f) Don’t save anything. 6. Open the BPC_PC_PLANNING_WB## workbook. a) In the workspace, choose Analysis for Office if necessary. Four workbook hyperlinks appear on the right. b) Choose BPC PC Planning. c) Choose:. After a few seconds the BPC_PC_PLANNING_WB## workbook opens. Note: If the workbook doesn’t open, go to File → Analysis → Open Workbook → Open Workbook from the SAP NetWeaver Platform → Go to Search. Type BCP_PC_Planning_WB## into the Search field. Choose Enter. Choose OK. 7. Make the following settings if needed: Field

Value

Fiscal Year

Calendar year, 4 spec. periods of the current year.

Category

PLAN##

Company Code

1010


P001 (Services)


160



Field

Value

Currency

EUR

a) In the Analysis Ribbon choose Prompts — Prompts for Workbooks. b) Make the settings as shown above. c) Choose OK If the query is no longer input-enabled choose the Display button in the Planning Group of the Analysis Ribbon. In the Message box choose Restart. d) Exit Excel. e) Don’t Save anything. Your test is complete. f) Close the BPC Web client.


161

Unit 8 Exercise 17 Set Up Comments for SAP BPC Optimized for S/4 HANA

Business Example You have a business requirement to set up cost center planning with comments. You have been asked to collect planning assumptions in the same workbook where plan values are recorded. Therefore, you need to know how to create a comment characteristic and data store object. You then need to know how to adapt your multi provider, aggregation level, query, and workbook. The figure below shows the components:

Figure 81: Components

Task 1: Log On to BW Modeling Tool (BWMT) of SAP HANA Studio Note: If you are still logged on to HANA Studio but not to BWMT, go to step: 4. If you are still logged on to HANA Studio and BWMT, go to task: 2. 1. Open the HANA Studio and go to Administration Console. 2. Create a new system with the following data:

162

Field

Value

Host Name

Wdflbmt7122

Instance Number

00


Exercise 17: Set Up Comments for SAP BPC Optimized for S/4 HANA

Field

Value

Description


3. Log on with the following data: Field

Value

User Name

STUDENT##

Password

Training1

Caution: If an Invalid Credential dialog opens, choose No and check your credentials. The user will be locked after 6 invalid attempts. 4. Log on to BWMT, with the following data: Field

Value

Client

400

User

S4F80–##

Password

Welcome1

Create a new BW project for the T41 system with the same data. Task 2: Create Comment Characteristic in BWMT 1. In the USER## info area, create a new info object with the following data: Field

Value

Name

U##_COM

Description

U## Comment Characteristic

Uncheck Master Data and Texts. Select the data type CHAR, and the length 250 characters. Choose Case-Sensitive. 2. Activate characteristic U##_COM. Task 3: Go to BW Data Warehousing Workbench Note: If you are already logged in, go to step: 2. 1. Log on to the ERP system T41, which contains embedded BW, with the following credentials:


163

Unit 8: Comments in SAP BPC for S/4HANA

Field

Value

Client

400

User

S4F80–##

Password

Welcome1

2. On the SAP Easy Access screen, execute transaction RSA1, which opens the BW Data Warehousing Workbench. In the Modeling section, choose Info Provider. 3. In the USERS info area, navigate to your USER## info area. Task 4: Create Comment DSO 1. In the USER## info area, create a comment DSO with the following data: Field

Value

Technical Name

U##_DSO

Description

U## Comment DSO

2. Set the DSO to Direct Update and turn Planning Mode to On. 3. Add the following characteristics to the key fields of the DSO: /ERP/CATEGORY

/ERP/PROFTCTR

/ERP/CHRTACCT

0MANDT

/ERP/COMPCODE

U##_VMAT

/ERP/CO_AREA

0CURRENCY

/ERP/CUST_GRP

0FISCPER3

/ERP/DCINDCO

0FISCYEAR

/ERP/GL_ACCT

0FISCVARNT

/ERP/LEDGER /ERP/MATL_GRP 4. Add the following data to the data fields of the DSO: Object

Technical Name

Characteristic

U##_COM

Key Figure

/ERP/AMOUNT

Check if 0CURRENCY is still in Key Fields. If not, drag it from the Data Fields folder back to Key Fields. 5. In Characteristic as Key Figures, turn on the comment characteristic. Activate your DSO and return to the Data Warehousing Workbench.

164



Task 5: Adapt Multi Provider U##_MP1 1. Add your U##_DSO (U## Comment DSO) to your multi provider (U##_MP1). 2. Move the key figure 1KYF_U##_COM (U## Comment Characteristic) from the Characteristics as Key Figures of your U##_DSO, to the Key Figures folder of your multi provider. Task 6: Identify Characteristics and Key Figures to be Used by Multi Provider 1. Include all characteristics in the multi provider. 2. Include all key figures in the multi provider. 3. Save and activate the multi provider. Note: Continue through any warnings or informational messages. 4. Return to the SAP Easy Access menu. Task 7: Copy Aggregation Level U##_MP1AL (U## Product Plan and Actual AL) to Aggregation Level U##_MP2AL (U## Comment AL) 1. Go to the ABAP Planning Modeler Aggregation Level screen. 2. Copy aggregation level U##_MP1AL (U## Product Plan and Actual AL), to aggregation level U##_MP2AL (U## Comment AL), according to the following data: Field

Value

Template

U##_MP1AL

Aggregation Level

U##_MP2AL

InfoProvider

U##_MP1

Value

U## Comments

3. Assign the key figure 1KYF_U##_COM (U## Comment Characteristic) to the Key Figures folder of the aggregation level. 4. Remove 0QUANTIY and 0UNIT from the aggregation level. 5. Save and activate the aggregation Level. Task 8: Copy query U##_MP1ALQ (U## Product Plan and Actual Query), which refers to aggregation level U##_MP1AL (U## Product Plan and Actual AL), to query U##_MP2ALQ_COM, which refers to aggregation level U##_MP2AL (U## Comment AL) 1. In SAP NetWeaver Business Warehouse, go to the SAP Easy Access screen. 2. Copy query U##_MP1ALQ (U## Product Plan and Actual Query) from aggregation level U##_MP1AL (U## Product Plan and Actual AL), to aggregation level U##_MP2AL (U## Comment AL). 3. Rename the new query. Task 9: Open Query U##_MP2ALQ_COM in the Query Designer and Change Description of the New Query to U## Comments


165


1. Open the query designer. 2. Log on with the following data: Field

Value

Client

400

User

S4F80–##

Password

Welcome1

3. Open query U##_MP2ALQ. 4. Change the description to U## Comments. Note: When copying queries, the description is also copied. 5. Allow planning for the unassigned period in the characteristic restrictions. This will allow for the input of comments for fiscal year, without assigning a specific period. 6. In the Column section of the query designer, add the 1KYF_U##_COM (U## Comment Characteristic) to the Key Figures of the query. Enable input and allow disaggregation. Rename it as Comments. 7. In the Change Selection dialog of your comments column, set up the following restrictions: Restriction

Value

Info Provider

U##_DSO (U## Comment DSO)

Posting Period

# (Not assigned)

Category

Variable: /ERP/P_CATEGORY

Fiscal Year

Variable: /ERP/P_0FISCYEAR01

Currency

#

8. Restrict 0CURRENCY in the filter. Additionally, assign # (Not Assigned) to the characteristic restriction 0CURRENCY. 9. Add the 0CURRENCY variable /ERP/P_0CURRENCY01 to all Actual (Total and Period) columns, and all Plan (Total and Period) columns. 10. Save your query and exit the Query Designer. Task 10: Open Existing Analysis Office Workbook and Assign Comment Query to Sheet 1 1. Launch Analysis and choose the Analysis tab. 2. Open your analysis workbook BPC_PC_Planning_WB## (BPC_PC_PLANNING_WB##). Log on to T41 with the following data:

166



Table 1: Log On Data Field

Value

Client

400

User

S4F80##

Password

Welcome

Enter the query variable values as follows: Table 2: Query Variable Values Variable

Value

Fiscal Year

current

Category

PLAN##

Company Code

1010


P001 (Services)

Customer Group


Currency

EUR

3. Assign query U##_MP2ALQ_COM as data source to cell A60. Refer to the T41 system and enter the following data: Field

Value

Client

400

User

S4F80–##

Password

Welcome1

4. Enter the query variables as follows: Variable

Value

Fiscal Year

current

Category

PLAN##

Company Code

1010


P001 (Services)

Customer Group


Currency

EUR

Task 11: Enter Plan Data and Comments, and Save Data to Database 1. Enter the plan data and comments from the following tables:


167


Table 3: Profit Center IBPF_PC## U30_VMAT_Vir- G/L Account tual Character TG11


Comment

65301000

Marketing Expenses

1500

Increase by 100 EUR absolutely

63004000

Insurance

1600


63006000

Telephone and other

1500


63007000

Fax and Internet 1000


65100000

Office Supplies

1000


65150000

Computer Supplies

1000



Comment

Table 4: Profit Center IBPF_PC## U30_VMAT_Vir- G/L Account tual Character T-ATVHS

65301000

Marketing Expenses

1500


63004000

Insurance

1600

Decrease by 100 EUR absolutely

63006000

Telephone and other

1500


63007000



65100000

Office Supplies

1000


65150000

Computer Supplies

1000


Save plan data and comments to the database. The plan data is written in your real time info provider U#_R01. The comments are written in your DSO U##_DSO.

168



Task 12: Save Workbook to NetWeaver Platform 1. Save the workbook to the NetWeaver platform.


169

Unit 8 Solution 17 Set Up Comments for SAP BPC Optimized for S/4 HANA

Business Example You have a business requirement to set up cost center planning with comments. You have been asked to collect planning assumptions in the same workbook where plan values are recorded. Therefore, you need to know how to create a comment characteristic and data store object. You then need to know how to adapt your multi provider, aggregation level, query, and workbook. The figure below shows the components:

Figure 81: Components

Task 1: Log On to BW Modeling Tool (BWMT) of SAP HANA Studio Note: If you are still logged on to HANA Studio but not to BWMT, go to step: 4. If you are still logged on to HANA Studio and BWMT, go to task: 2. 1. Open the HANA Studio and go to Administration Console. a) Go to Start → All Apps → SAP HANA → SAP HANA Studio. After a few seconds, the Workspace Launcher opens. b) Choose OK. c) In the Secure Storage dialog, choose No. d) On the Overview page, choose Open Administration Console.

170


Solution 17: Set Up Comments for SAP BPC Optimized for S/4 HANA

e) Maximize the session. 2. Create a new system with the following data: Field

Value

Host Name

Wdflbmt7122

Instance Number

00

Description


a) On the Systems tab, select the

drop down.

b) Choose Add System... The System dialog opens. c) Enter the data from the table above. d) Choose Next. 3. Log on with the following data: Field

Value

User Name

STUDENT##

Password

Training1

a) Enter the data from the table above. b) Choose Finish. Your system opens in the upper left of the screen.

Caution: If an Invalid Credential dialog opens, choose No and check your credentials. The user will be locked after 6 invalid attempts. 4. Log on to BWMT, with the following data: Field

Value

Client

400

User

S4F80–##

Password

Welcome1

Create a new BW project for the T41 system with the same data. a) Choose Open Perspective → BW Modeling. b) Choose OK. c) Choose New → BW Project.


171


d) On the New BW Project screen, choose system T41. e) Choose Next twice. a) Enter the data from the table above. b) Choose Finish. Task 2: Create Comment Characteristic in BWMT 1. In the USER## info area, create a new info object with the following data: Field

Value

Name

U##_COM

Description

U## Comment Characteristic

Uncheck Master Data and Texts. Select the data type CHAR, and the length 250 characters. Choose Case-Sensitive. a) In the BW Repository, expand the USER## info area. b) Choose Characteristics. c) Right-click Characteristic → New → Info Object... d) In the New Info Object dialog, enter the data from the table above. e) Choose Finish. f) Make sure that CHAR is selected as the Data Type. g) In the Length field, enter 250. h) In the Properties section, uncheck Master Data and Texts. i) Check Case-Sensitive. 2. Activate characteristic U##_COM. a) Choose

Activate.

The data dictionary objects are generated. Task 3: Go to BW Data Warehousing Workbench Note: If you are already logged in, go to step: 2. 1. Log on to the ERP system T41, which contains embedded BW, with the following credentials:

172

Field

Value

Client

400

User

S4F80–##



Field

Value

Password

Welcome1

a) On the remote desktop, in the taskbar, choose SAP Logon. b) Highlight T41. c) Choose Log On. d) Enter the data from the table above. e) Choose

Continue.

2. On the SAP Easy Access screen, execute transaction RSA1, which opens the BW Data Warehousing Workbench. In the Modeling section, choose Info Provider. a) In the ERP system, open the Transaction field.


b) Enter transaction RSA1. c) Choose Enter. The Data Warehousing Workbench: Modeling screen opens. d) In the Modeling section, choose Info Provider.

Figure 83: Info Provider Screen

3. In the USERS info area, navigate to your USER## info area. a) In the Info Provider section, navigate to b) In the USERS info area, navigate to


USERS. USER##.

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Figure 84: USERS Info Area

Task 4: Create Comment DSO 1. In the USER## info area, create a comment DSO with the following data: Field

Value

Technical Name

U##_DSO

Description

U## Comment DSO

a) Right-click

USER## → Create Data Store Object...

b) In the Create Data Store Object dialog, go to the Data Store field and enter the data from the table above — as shown in the figure below:

Figure 85: Create DataStore Object

c) Choose

Create.

2. Set the DSO to Direct Update and turn Planning Mode to On. a) Choose Expand Settings. b) Next to the Type of Data Store Object, choose

.

c) In the Type field, choose Direct Update. d) Choose

Continue.

e) Next to the Planning Mode field, check the f) Choose

174

box.

Save.



3. Add the following characteristics to the key fields of the DSO: /ERP/CATEGORY

/ERP/PROFTCTR

/ERP/CHRTACCT

0MANDT

/ERP/COMPCODE

U##_VMAT

/ERP/CO_AREA

0CURRENCY

/ERP/CUST_GRP

0FISCPER3

/ERP/DCINDCO

0FISCYEAR

/ERP/GL_ACCT

0FISCVARNT

/ERP/LEDGER /ERP/MATL_GRP

a) Right-click Key Fields → Info Object Direct Input. b) Choose

Continue.

You should have 17 key fields. c) Choose

Save.

4. Add the following data to the data fields of the DSO: Object

Technical Name

Characteristic

U##_COM

Key Figure

/ERP/AMOUNT

Check if 0CURRENCY is still in Key Fields. If not, drag it from the Data Fields folder back to Key Fields. a) Right-click Data Fields → Info Object Direct Input. b) In the Insert Info Objects dialog, in the Info Object field, enter U##_COM, then /ERP/ AMOUNT. c) Choose

Continue.

d) Check if 0CURRENCY is still in Key Fields. If not, drag it from the Data Fields folder back to Key Fields. e) Choose

Save.

5. In Characteristic as Key Figures, turn on the comment characteristic. Activate your DSO and return to the Data Warehousing Workbench. a) Expand the Characteristics as Key Figures drop down. b) Next to the U##_Comment Characteristic field, check the


box.

175


c) Choose

Save.

d) Choose

Activate.

Ignore any warnings. e) Choose Continue. f) Choose Yes. g) Choose

to go back to the Data Warehouse Workbench.

Task 5: Adapt Multi Provider U##_MP1 1. Add your U##_DSO (U## Comment DSO) to your multi provider (U##_MP1). a) In the USER## info area, right-click multi provider U##_MP1. b) Choose

Change.

c) In the Multi Provider: Relevant Info Providers dialog, choose the Data Stores tab. d) On the Data Stores tab, select Only Selected and InfoArea… e) Next to Only Selected and InfoArea…, choose f) Choose

Info Area.

Find.

g) In the Find dialog, enter U##_DSO. h) Choose

Find.

USER## is highlighted. i) Choose

Copy.

j) In the Involved column, check U##_DSO. k) Choose

Continue.

2. Move the key figure 1KYF_U##_COM (U## Comment Characteristic) from the Characteristics as Key Figures of your U##_DSO, to the Key Figures folder of your multi provider. a) In the Involved Providers section, expand your U##_DSO (U## Comment DSO). b) Expand the Characteristics as Key Figures drop down. c) Drag 1KYF_U##_COM into the Key Figures folder of your multi provider U##_MP1. You can see an example for group 30 below:

176



Figure 86: Example: Group 30

Task 6: Identify Characteristics and Key Figures to be Used by Multi Provider 1. Include all characteristics in the multi provider. a) Choose

Identify Characteristics.

You are in the Identification of… dialog. b) Choose

All.

An information dialog regarding the proposal creation opens. c) Choose

Continue.

All characteristics have been selected. d) Choose

Continue.

You are back on the Edit Multi Provider screen. 2. Include all key figures in the multi provider. a) Choose Select Key Figures. You are in the Selection of Key Figures Involved dialog. b) Choose

All.

An information dialog regarding the proposal creation pops up. c) Choose

Continue.

All key figures have been selected. d) Choose

Continue.

You are back on the Edit Multi Provider screen. 3. Save and activate the multi provider. a) Choose

Save.

b) Choose

Activate.

c) Choose

Continue.


177


d) Choose

Previous Object.

Note: Continue through any warnings or informational messages. 4. Return to the SAP Easy Access menu. a) Choose Exit. Task 7: Copy Aggregation Level U##_MP1AL (U## Product Plan and Actual AL) to Aggregation Level U##_MP2AL (U## Comment AL) 1. Go to the ABAP Planning Modeler Aggregation Level screen. a) In the ERP system, open the Transaction field.


b) Enter transaction RSPLAN. c) Choose Enter. d) Choose Aggregation Level. The Edit Aggregation Levels screen opens. 2. Copy aggregation level U##_MP1AL (U## Product Plan and Actual AL), to aggregation level U##_MP2AL (U## Comment AL), according to the following data: Field

Value

Template

U##_MP1AL

Aggregation Level

U##_MP2AL

InfoProvider

U##_MP1

Value

U## Comments

a) Expand the Aggregation Level drop down. b) Highlight the aggregation level U##_MP1AL. c) Choose

Continue.

d) Choose

Copy.

e) Enter the data from the table above — as shown in the figure below:

Figure 88: Copy Aggregation Level

178



f) Choose

Create.

3. Assign the key figure 1KYF_U##_COM (U## Comment Characteristic) to the Key Figures folder of the aggregation level. a) Expand the multi provider Key Figures folder. b) Drag key figure 1KYF_U##_COM (U## Comment Characteristic) into the Key Figures folder of the aggregation level. 4. Remove 0QUANTIY and 0UNIT from the aggregation level. a) Expand the Key Figures drop down. b) Right-click 0QUANTITY → Delete Info Object. c) Check if 0UNIT in the Units folder was automatically deleted. If not, right-click 0UNIT → Delete Info Object. 5. Save and activate the aggregation Level. a) Choose b) Choose

Save. Activate.



Task 8: Copy query U##_MP1ALQ (U## Product Plan and Actual Query), which refers to aggregation level U##_MP1AL (U## Product Plan and Actual AL), to query U##_MP2ALQ_COM, which refers to aggregation level U##_MP2AL (U## Comment AL) 1. In SAP NetWeaver Business Warehouse, go to the SAP Easy Access screen. a) In the Transaction field, enter RS00_BW. b) Choose Enter. c) Choose SAP Menu → Business Explorer → Query → Copy. d) Double-click Copy.


179


2. Copy query U##_MP1ALQ (U## Product Plan and Actual Query) from aggregation level U##_MP1AL (U## Product Plan and Actual AL), to aggregation level U##_MP2AL (U## Comment AL). a) You are in the Copying Query Components dialog. Note: In this context, info cube includes aggregation levels. b) In the Source Info Cube field, enter U##_MP1AL. c) In the Target Info Cube field, enter U##_MP2AL. Note: If you did not create aggregation level U##_MP1AL, use U30_MP1AL.

d) Choose Execute. The Select Query Component dialog opens, with U##_MP1ALQ (U## Product Plan and Actual Query) query. e) Highlight the query. f) Choose

Transfer Selections.

The Info Object Mapping dialog opens. g) Choose Process Selected Objects. The Rename Component dialog opens. 3. Rename the new query. a) In Technical Name of Copy field, enter U##_MP2ALQ_COM. b) Choose Process Selected Objects. The Log Display opens. c) Choose

Continue.

You are back on the SAP Easy Access screen. Task 9: Open Query U##_MP2ALQ_COM in the Query Designer and Change Description of the New Query to U## Comments 1. Open the query designer. a) Go to Start → All Apps → Business Explorer → Query Designer. b) Select system T41. 2. Log on with the following data:

180

Field

Value

Client

400

User

S4F80–##



Field

Value

Password

Welcome1

a) Enter the data from the table above. b) Choose OK. After a few seconds the query designer opens. 3. Open query U##_MP2ALQ. a) Choose

Open Query.

The Open Query: Select Query dialog opens. Your query is the first on the list. b) Highlight the query and choose Open. 4. Change the description to U## Comments. Note: When copying queries, the description is also copied. a) Select the Properties drop down, and choose query U## Product Plan and Actual Query. The query properties appear on the upper right with several tabs. b) In the General tab, under Description, enter U## Comments. Adapt the Copied Query 5. Allow planning for the unassigned period in the characteristic restrictions. This will allow for the input of comments for fiscal year, without assigning a specific period. a) Choose

Filter.

b) In Characteristic Restrictions, double-click Posting Period. The Select Values for [0FISCPER3] Posting Period dialog opens. c) In the Show field, select Select Single Values if necessary. d) Highlight

Not Assigned.

e) Choose

Move to Selection.

f) Choose OK. 6. In the Column section of the query designer, add the 1KYF_U##_COM (U## Comment Characteristic) to the Key Figures of the query. Enable input and allow disaggregation. Rename it as Comments. a) Choose

.

b) Collapse Total Actual. c) Collapse Total Plan.


181


d) On the upper left, highlight the key figure 1KYF_U##_COM (U## Comment Characteristic). e) Drag key figure 1KYF_U##_COM (U## Comment Characteristic) to the lowest position in the Columns. f) In the Columns, highlight 1KYF_U##_COM (U## Comment Characteristic). g) In the Properties section, go to the Planning tab. h) Select Input Ready [Relevant for Locking]. i) Select Disaggregation Copy. Disaggregation for comments means that the same comment is simply copied to all lower-level objects. j) On the General tab, in the Description field, enter Comments. k) Press Enter. The new column is called Comments 7. In the Change Selection dialog of your comments column, set up the following restrictions: Restriction

Value

Info Provider

U##_DSO (U## Comment DSO)

Posting Period

# (Not assigned)

Category

Variable: /ERP/P_CATEGORY

Fiscal Year

Variable: /ERP/P_0FISCYEAR01

Currency

#

a) Under Columns, double-click 1KYF_U##_COM (U## Comment Characteristic). The Change Selection dialog opens. b) Expand

Dimensions, if necessary.

c) Expand each of the following dimensions and maintain the corresponding settings: Dimension Data Package

Settings a) Drag InfoProvider to the Details of the Selection section. b) Double-click InfoProvider. c) Next to the Show field, select Single Values if necessary. d) Drag U##_DSO (U## Comment DSO) to Chosen Selections. e) Choose OK. You are back on the Change Selection dialog.

182



Dimension Time

Settings a) Drag Posting Period to the Details of the Selection section. b) Double-click Posting Period. c) Next to the Show field, select Single Values if necessary. d) Drag # (Not Assigned) to Chosen Selections. e) Choose OK. You are back on the Change Selection dialog.

Version

a) Drag Category to the Details of the Selection section. b) Double-click Category. c) Next to the Show field, select Single Values if necessary. d) Choose the drop down next to turn on Key [Text].

and

e) Drag category /ERP/P_CATEGORY to Chosen Selections. f) Choose OK. You are back on the Change Selection dialog. Time

a) Drag Fiscal Year to the Details of the Selection section. b) Double-click Fiscal Year. c) Next to the Show field, select Variables if necessary. d) Choose the drop down next to turn on Key [Text].

and

e) Drag # (Not Assigned) to Chosen Selections. f) Drag fiscal year /ERP/P_0FISCYEAR01 to Chosen Selections. g) Choose OK.


183


Dimension

Settings You are back on the Change Selection dialog.

Unit

a) Drag Currency to the Details of the Selection section. b) Double-click Currency. c) Next to the Show field, select Single Values if necessary. d) Drag # (Not Assigned) to Chosen Selections. e) Choose OK. You are back on the Change Selection dialog.

The following is what the dialog looks like for group 30 (order may vary):


d) Choose OK. You are in the Query Designer. e) Choose

Save.

8. Restrict 0CURRENCY in the filter. Additionally, assign # (Not Assigned) to the characteristic restriction 0CURRENCY. a) Go to the

Filter tab.

b) In Characteristic Restrictions, double-click 0CURRENCY.

184



c) In the Select Values for [0CURRENCY] Currency Key dialog, in the Show field, select Single Values. d) Drag # (Not Assigned) to Chosen Selections. e) Choose OK. You should see the following:

Figure 91: 0CURRENCY01

9. Add the 0CURRENCY variable /ERP/P_0CURRENCY01 to all Actual (Total and Period) columns, and all Plan (Total and Period) columns. a) In Columns, double-click Total Actual &/ERP/T_FISCYEAR01&. You are in the Change Selection dialog. b) In the Detail View, in the Dimensions folder, expand

Unit Dimension.

c) Drag 0CURRENCY to Details of the Selection. d) Double-click 0CURRENCY. e) In the Show field, select Variables. f) Choose the

drop down and turn on Key [Text].

g) In the Name column, double-click Name. h) Drag /ERP/P_0CURRENCY01 to Chosen Selections. i) Choose OK. The Change Selection dialog opens. j) Repeat sub-steps a. through i. for all actual periods 1–12. k) Repeat sub-steps a. through i. for the total plan &/ERP/T_FISCYEAR01& column. l) Repeat sub-steps a. through i. for all plan periods 1–12. 10. Save your query and exit the Query Designer. a) Choose

Save.

b) Choose Query → Exit. Task 10: Open Existing Analysis Office Workbook and Assign Comment Query to Sheet 1 1. Launch Analysis and choose the Analysis tab. a) Go to Start → All Apps → SAP Business Intelligence → Analysis for Microsoft Excel. b) Double-click Blank Workbook. c) Choose the Analysis tab. 2. Open your analysis workbook BPC_PC_Planning_WB## (BPC_PC_PLANNING_WB##). Log on to T41 with the following data:


185


Table 1: Log On Data Field

Value

Client

400

User

S4F80##

Password

Welcome

Enter the query variable values as follows: Table 2: Query Variable Values Variable

Value

Fiscal Year

current

Category

PLAN##

Company Code

1010


P001 (Services)

Customer Group


Currency

EUR

a) Go to File → Analysis. Choose the Open Workbook drop down. b) Choose Open Workbook from the SAP NetWeaver platform. c) Highlight the T41 system. d) Choose Next. e) Enter the data from the Log On Data table above. f) Choose OK. g) In the Open Document dialog, in the Search field, enter U##* and choose

.

h) Highlight BPC_PC_Planning_WB## (BPC_PC_PLANNING_WB##). i) Choose OK. The Prompt dialog opens. j) Enter the data from the Query Variable Values table above. k) Choose OK. 3. Assign query U##_MP2ALQ_COM as data source to cell A60. Refer to the T41 system and enter the following data:

186

Field

Value

Client

400

User

S4F80–##



Field

Value

Password

Welcome1

a) Click in cell A60. b) Choose Insert Data Source → Select Data Source... The BI Platform Logon dialog opens. c) Choose Skip. The Select Data Source dialog opens. d) Highlight the T41 system. e) Choose Next. f) Enter the data from the table above. g) Choose OK. The Select Data Source dialog opens to the Search tab. h) Check the box next to the Query field. i) In the Search For field, enter U##_MP2ALQ_COM. Choose

Search.

j) Under Description, choose U## Comments (U##_MP2ALQ_COM). The Prompt dialog opens. 4. Enter the query variables as follows: Variable

Value

Fiscal Year

current

Category

PLAN##

Company Code

1010


P001 (Services)

Customer Group


Currency

EUR

a) Enter the data from the table above. Task 11: Enter Plan Data and Comments, and Save Data to Database 1. Enter the plan data and comments from the following tables: Table 3: Profit Center IBPF_PC## U30_VMAT_Vir- G/L Account tual Character TG11



Comment

65301000

Marketing Expenses

1500


63004000

Insurance

1600


187




Comment

63006000

Telephone and other

1500


63007000



65100000

Office Supplies

1000


65150000

Computer Supplies

1000



Comment

Table 4: Profit Center IBPF_PC## U30_VMAT_Vir- G/L Account tual Character T-ATVHS

65301000

Marketing Expenses

1500


63004000

Insurance

1600


63006000

Telephone and other

1500


63007000



65100000

Office Supplies

1000


65150000

Computer Supplies

1000


Save plan data and comments to the database. a) Scroll right to the Total Plan column. b) Enter the plan data from the above table into the Total Plan Current Year column of your input-ready query. c) Enter the comments from the above table into the Comment column of your inputready query.

d) On the Analysis tab, choose

188

Save Data.



The plan data is written in your real time info provider U#_R01. The comments are written in your DSO U##_DSO. Task 12: Save Workbook to NetWeaver Platform 1. Save the workbook to the NetWeaver platform. a) Go to File → Analysis. b) Expand the Save Workbook drop down. c) Select Save Workbook to the SAP NetWeaver Platform. d) Choose the My Documents tab. e) In the Name field, enter BPC_PC_Planning_WB##. f) In the Description field, enter BPC_PC_PLANNING_WB## g) Choose Save.


189

APXaHUiVLFWta9OOJs0mmraqE20vMCWfTxUvh2Ex_htRLqH5Io4nQwmqtES534Xg_Y11MGs=

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