Enterprise Performance Management How-to Guides
* PLEASE NOTE: Any functionality demonstrated in a How-to Guide has not been formally tested by SAP, and therefore, is NOT an officially supported part of the product. If you have any questions on a How-to Guide, or find any potential issues, please do not create a message in OSS - Support will not take questions on How-To-Guides. Instead, please post your question to the EPM forum on SDN, and any questions will be answered there.
Disclosure Management
Content coming soon.
Spend Performance Management
How To... Setup Authorization in Spend Performance Management (PDF 547 KB)
Like all application Spend Performance Management application has information which needs to be based on data level security. Specific users or group of users should only be allowed to access data related to their Source System or Cost Center.
Strategy Management
How to Change and Customize Terminology (PDF 224 KB)
This document describes how to change the SAP Strategy Management user interface terminology to conform to your SAP Strategy Management implementation. The customizations described in this document are for your entire SAP Strategy Management community.
How to Translate the User Interface Into Additional Languages (PDF 257 KB)
The SAP Strategy Management 2007 product installation includes user interfaces in English, French and German, Spanish and Portuguese. This document explains how to set up and translate the SAP Strategy Management 2007 user interface to run in a language other than these languages.
How to Manage the Entry and Approval Process (PDF 877 KB)
This How-To guide covers the data entry and approval process for SAP Strategy Management (SSM), considerations in the data collection approach, and issues around the implementation and management of the entry and approval process.
How To Create a PAS Model in Cube Builder (PDF 22 KB)
This is documentation that allows savvy business-users to create simple PAS models in Strategy Management 7.0 using the HTML Cube Buildier. Cube Builder is avaiable at the Service Marketplace in Note #1156272.
How-to Customize Strategy Management 7.0 (PDF 1294 MB)
This document discusses modifications a consultant may make to SAP Strategy Management 7.0 and how to transport these modifications from a development environment to an SSM QA and/or an SSM Production environment. This document reviews examples of customizations made to SSM.
How-to load SAP Netweaver BW data into SAP BusinessObjects Strategy Management (PDF 149 MB)
With SAP BusinessObjects Strategy Management 7.X, customers have the opportunity to leverage any prior investments in SAP BW and bring SAP NetWeaver BW data to their SSM implementation.
Profitability and Cost Management
Customers who have implemented PCM alongside an SAP BW installation may want to bring the PCM result data back to SAP BW to ensure that BW remains the single unified version of the truth in the organization.
(PDF 1 MB)
The objective of this guide is to provide an understanding of the mechanisms for transferring transactional data from SAP BusinessObjects Planning and Consolidation (BPC) into SAP BusinessObjects Profitability and Cost Management (PCM) using SAP BusinessObjects Financial Information Management (F.I.M.). Once data is successfully transferred into the PCM application allocations are processed to provide additional Customer and Product data segmentation.
Financial Consolidation
Working languages in SAP BusinessObjects Financial Consolidation 7.5 (PDF 625 KB)
The main objective of this "How To Guide" is to give some recommendations for FC 7.5 to the consultant who wants to install and to implement FC 7.5. This presentation is based on the feedback from our Ramp-Up customer LUKOIL which used Russian language and changed the languages in the defaultlanguages.xml for the database pre-initialization step before the migration step.
Business Planning and Consolidation, version for the Microsoft Platform
BPC 5.x
How to Build SSIS Packages for BPC 5.0 (PDF 1011 KB)
This how-to guide covers the baseline principle of setting up a SAP BPC 5.0 data manager package using SSIS in SQL 2005.
How to Backup and Restore with SAP BPC 5x (SQL 2005) (PDF 845 KB)
This guide shows the typical backup and restore procedures for SAP BPC 5.1 on top of Microsoft SQL Server 2005.
How to Backup and Restore with SAP BPC 5x (SQL 2000) (PDF 267 KB)
This guide shows the typical backup and restore procedures for SAP BPC 5.1 on top of Microsoft SQL Server 2000.
How to Use MDX Dimension Formulas Article (PDF 451 KB)
In SQL 2000, AS does not recognize the separate dimensions as a single dimension when considering dimension formulas. In SQL 2005, AS does recognize the separation as a single dimension but consider formulas by hierarchy. These differences have created the need for this document.
How to Manage Data with BPC 5.x with Data Manager Tools (PDF 992 KB)
This How-To demonstrates how to leverage the data manager tools within BPC and perform tasks such as uploading data.
How to Perform a BPC Multi-Server Install (PDF 3310 KB)
This How-To walks you step by step through how to perform a multi server installation for BPC 5.1 on Microsoft SQL Server 2005.
How to Build a Custom Menu for BPC 5.x (PDF 746 KB)
This How-To is an introduction on how to create BPC 5.x Custom Menus.
How to Setup a Security Concept in SAP BPC 5.x (PDF 955 KB)
This How-To is an introduction into the SAP BPC 5.x security model.
How to Maximize Advanced Formatting for BPC 5.x Article (PDF 295 KB)
When implementing BPC for reporting or input of application data, the primary BPC Excel function is EVDRE. In order to maximize the customer and user experience with EVDRE, projects should always identify planned formats for the Reports / Input templates and document this in a framework called a Style Guide. The style guide should outline the expected format options for any and all combinations of data, headers, and blank spaces used in the BPC Reporting framework.
How to Utilize Allocations in SAP BPC 5.x (PDF 297 KB)
BPC Script documentation and features for utilizing the ALLOCATION functionality. This document provides detailed information regarding the logic script syntax and examples to assist in using the tool in applications.
How to Set-Up Intercompany Matching (PDF 858 KB)
How to set-up an intercompany matching application and how to book the resulting intercompany differences.
How to setup Carry forward and Account transformation business rules (PDF 841 KB)
This how-to guide will focus on the fundamentals of building two different Business Rules, the Carry Forward Rule(CopyOpening), and the Account Transformation Rule(CalcAccount). Business Rules provide the mathematical foundation for the BPC application, and allows the clients to manage both management and legal consolidaiton reporting.
How-to run SAP BPC in a VMWare environment (PDF 841 KB)
This How-to guide will focus on the particularities of running SAP Business Planning and Consolidation in a VMware environment.
How-to add comments in BPC (PDF 605 KB)
This How To Use Comments guide focuses on the fundamentals of creating, modifying, reporting and extracting, of the comment functionality within BPC 5.x and BPC 7.0 M.
SAP BPC 5.0 and 5.1 Performance and Reliability tips (PDF 55 KB)
This is short list of hints to solve common performance and reliability issues of SAP Business Performance and Consolidation (aka BPC) 5 and 5.1. Most of them were come from troubleshooting of escalated customers. Since BPC 7 for Microsoft is direct child of 5.1, many of these hints are still valid even under BPC 7 for Microsoft platform.
How to use SSL with BPC (PDF 186 KB)
This how-to guide provides best practices for configuring SSL with BPC
How-to partition in SSAC for BPC 5.X (PDF 462 KB)
In order to improve Performance, please use this how-to guide to create partitioning.
How-To Use the SAP BusinessObjects Planning and Consolidation(BPC) Toolkit for LoadRunner (PDF 1,161 KB)
This How-To guide consists of a utility named the BPC LoadRunner Toolkit and a How-To guide describing how to use the toolkit. The application currently contains three components: one that assists in script recording and two that support user parameterization.
How To Plan and Execute LoadRunner Scenarios for SAP BusinessObjects Planning and Consolidation (PDF 2,071 KB)
This How-To guide provides guidance and suggestions for using HP LoadRunner with SAP BusinessObjects Planning and Consolidation. It covers all topics from planning a scenario to recording LoadRunner scripts, and finally analyzing the results.
BPC 7.0 (MS)
How to Use BPC Business Process Flows Services within Xcelsius (PDF 1 MB)
This guide shows how to display "SAP Business Objects Planning and Consolidations 7.0, version for the Microsoft Platform" BPF information within the Xcelsius tool.
How to Use BPC MS Data within Xcelsius (PDF 4 MB)
This guide shows how to use data from "SAP Business Objects Planning and Consolidations 7.0, version for the Microsoft Platform" within the Xcelsius tool.
Usage and Considerations of evDRE in BPC 7.0M (PDF 386 KB)
A guideline to assist any user with reporting best practices using evDRE, a BPC Excel function.
Enabling the BPC 7.0 Management Console (PDF 947 KB)
Documented steps for supporting the installation of the Management Console in the BPC 7M version, in addition to the Installation guide.
How to Utilize Allocations in SAP BPC 5.x (PDF 297 KB)
BPC Script documentation and features for utilizing the ALLOCATION functionality. This document provides detailed information regarding the logic script syntax and examples to assist in using the tool in applications.
How to set-up Intercompany Matching (PDF 858 KB)
How to set-up an intercompany matching application and how to book the resulting intercompany differences.
How to Manage BPC and M Time Dimensions and Custom Measures (PDF 940 KB)
The purpose of this guide is designed to support customers who require the addtion of a Multi-Hierarchy Time Dimension, and provides guidance on adding new Measures to the Application set.
How to understand the Management Console (PDF 1473 KB)
This How-to Guide will help you navigate and understand the Management Console available in 7M.
How to do Currency Translation for Financial Application using SAP BPC 7.0 version for Microsoft SQL Server (PDF 410 KB)
This HTG will show how to do the basic setup to efficiently do currency translation for Financial Application using the BPC MS using Business Rule. This will also focus on what the dimension properties and the relevant setting required for creating the Currency translation using the Business Rules tables and script logic using the BPC MS. This will also show how to setup the data package to run the task using the "BPC Excel" Successfully. Please note that this HTG is for running currency translation in reporting currency mode only i.e. for Financial Application. If you want to run currency translation in group mode, there are some extra conditions that are needed. Please refer to the HTG on "How to run Currency translation for Consolidation Application in BPC MS" to see how to run in group mode.
BPC 7.5 (MS)
How To ... Mass Import Security for BPC MS (PDF 1MB)
This guide explains how an admin user or a consultant can import and export security information within SAP Business Objects Planning and Consolidations Microsoft Platform. SAP Business Objects Planning and Consolidations currently provides a wizard support adding or removing a single user at a time. This guide provides a means for mass user maintenance using a SSIS package and a custom task.
Business Planning and Consolidation, version for the SAP NetWeaver Platform
BPC 7.0 (NW)
How To Use the BPC Mass User Management Tool (PDF 1 MB)
This guide will introduce the BPC_NW User Management Tool, which is a custom program which allows mass maintenance of the BPC_NW security objects. These objects include users, teams, team assignments, task profiles, member access profiles, task profile assignments, and finally, member access profile assignments. This custom program uses the BPC_NW user management APIs, the same APIs used by the BPC_NW Admin Console, to correctly create or update the associated security objects.
How to Promote Reports and Input Schedules through your System Landscape (PDF 374 KB)
This how-to guide will demonstrate how to move reports and input schedules to target systems within your system landscape...
This guide explains how to use BPC Data Manager to execute BOBJ Data Services Jobs... This is to allow BPC users to use their same user interface, while leverage the power of data services for 3rd party data access...
How to Create Customer measure formulas for Fiscal Periodic, QTD and YTD (PDF 867KB)
Today, within BPC NW, there exist the concept of measure formulas to be used within applications for reporting. This guide will show how to customize these measure formulas and create your own.
How to Create Create Custom Menu within BPC NW (PDF 2 MB)
In this scenario, we will show you how to create custom menu with pre-defined planning processes. We will also explore the supported functionality differences between BPC MS and BPC NW.
How to Link SAP BPC Excel from an Enterprise Portal (PDF 180 KB)
This document shows you how to link SAP BPC Excel from an enterprise portal.
How to Automate Master Data Loads in BPC NW (PDF 1 MB)
This How-to guide provides information on how-to automate Master Data loads in BPC 7.0 NW.
How to Run a Top Down Allocation within BPC NW (PDF 2 MB)
In this scenario, we will show how to do a top down allocation in BPC NW.
How to Pass parameters to custom logic BADI using START_BADI (PDF 2.07 MB)
In this scenario, we will pass parameters to ABAP custom logic using START_BADI statements within Script Logic. As an example, we will be implementing Declining Depreciation function (Similar to DECD keyword from FOX) using BADI implementation.
How to Pass Dynamically Parameters to Script Logic from Data Manager (PDF 1.2 MB)
In this scenario, we will try to pass runtime parameters (called "prompts") from data
manager to script logic.
How to Use BPC NW Data within Xcelsius (PDF 3 MB)
This guide shows how to use data from "SAP Business Objects Planning and Consolidations 7.0, version for SAP NetWeaver" within the Xcelsius tool.
Data Modeling Considerations for BPC Time Dimensions (PDF 191 KB)
This paper discussed a methodology to align BI and BPC data models. The time data format issues are discussed and a technical solution is proposed.
How to apply SP1 to BPC 7.0 (PDF 698 KB)
This guide describes in a step-by-step approach how to apply SP01 to SAP BPC 7.0 NW.
How to apply SP2 to BPC 7.0 (PDF 820 KB)
This guide describes in a step-by-step approach how to apply SP02 to SAP BPC 7.0 NW.
How to Export BPC Transaction Data Using a Custom Process Chain (PDF 991 KB)
This guide describes in a step-by-step approach how to create a custom process type for exporting BPC transaction data to a flat file.
How-to Set-Up Extraction of Balances for BPC NW 7.0 (PDF 649 KB)
This document describes how to set up extraction of balances from SAP ECC 6.0 system (transaction system) for the purpose of consolidation in SAP BPC 7.0 NW system.
How to Create a Custom BPC Process Chain (PDF 1.27 MB)
This guide provides a how to for creating Custom BPC Processes.
How-to Desitnation App (PDF 820 kB)
Transport for How-to Guide (Transport )
This guide provides the step by step instructions for creating and the use of a custom BADI that replicates the full functionality of the SAP BusinessObjects Planning and Consolidation process "Destination_App". Numerous script logic examples as well as extensive error messaging explanations are provided.
How To Use COPYOPENING using SAP BusinessObjects Planning and Consolidation for the SAP NetWeaver Platform*(PDF 245 KB)
This document describes how to set up Balance Carry Forward using the COPYOPENING script with SAP BusinessObjects Planning and Consolidation(BPC) 7.0 for the SAP NetWeaver platform.
This document describes how to set Currency Translation for Financial application with SAP BusinessObjects Planning and Consolidation for the 7.0 SAP NetWeaver BI based version.
How to Email a Data Manager Package Log to a Team (PDF 689 KB)
This guide describes in a step-by-step approach how to use the "Email Team" process type to email data manager package logs to a team.
This guide provides the step by step instructions for creating and the use of a custom BADI that rounds off the value as per the decimals specified by the user in parameters. Numerous script logic examples as well as extensive error messaging explanations are provided.
How to do Breakdown Validation in SAP BPC 7.0 for the SAP NetWeaver Platform (PDF 433 KB)
This HTG will show how to do the basic setup to efficiently do breakdown validations in BPC NW. This will also focus on what the dimension properties and the relevant backend setting required for creating the backend validations in the SAP NetWeaver system. This validation will ensure that only valid records are written to the cube during write back.
How To Setup a Legal Consolidation Application using SAP BPC 7.0 version for SAP NetWeaver (PDF 1 MB)
This HTG goes through the basic setup of a Legal Consolidation Application in BPC for SAP NetWeaver. Furthermore, it discusses the relevant dimension properties and the setting required for creating the Currency translation, eliminations, and other operations using the Business Rules tables and script logic within BPC in SAP NetWeaver. Please note that this HTG will discuss only the overview of running currency translation, inter unit elimination, balance carry forward etc. For more details please refer to the How To guide for each individual topic.
How To... Mass Delete Data Manager Log Files (PDF 312 KB)
This guide will demonstrate how to mass delete data manager log files based on a retention period.
How To... Use the Shared Query Engine Post Process BAdI (PDF 786 KB)
This guide provides the step by step instructions for the creation and the use of a custom SQE BADI that implements matrix or intersectional security.
How To... Use the Write Back Pre-Process BAdI (PDF 957 KB)
This guide provides the step by step instructions for the creation and the use of a custom BADI for writing to a parent level in the write back module of BPC.
How To... Move data between applications using Data Manager Package in SAP BPC 7.0 NW (PDF 418 KB)
This document describes how we can achieve Copy between Applications in an Appset and also how to implement it as a re-usable package.
How to Implement Load Balancing on SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver (PDF 477 KB)
This guide will show you how to implement Load Balancing in BPC NW 7.0 and 7.5, both at the application server level and at the .Net server level. The guide also describes various options for Load Balancing, including their benefits and limitations.
BPC 7.5 (NW)
This how-to guide provides step by step instruction to configure and execute Business Process Flows in SAP BusinessObjects Planning and Consolidation 7.5 version for SAP NetWeaver
How To... Import Master Data and Hierarchies into SAP BusinessObjects BPC 7.5 from SAP NetWeaver BW (PDF 967 KB) *UPDATED*
This How-to Guide demonstrates how to use new process chains introduced in SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver to transfer master data and hierarchies from SAP NetWeaver Business Warehouse using the Planning and Consolidation Data Manager. It focuses on how to handle three common design approaches, any of which, you may encounter when integrating Cost Center master data into BPC. Please refer to the new related SAP Notes section which addresses many of the issues customers have encountered when trying to implement this scenario.
How To... Use the Start and End Routine BAdIs (PDF 1 MB)
This guide provides the step by step instructions for the creation and the use of the Start Routine and End Routine BAdI functionality within Data Manager transformation files.
How To... Use the BPC Mass User Management Tool (PDF 1 MB)
This guide will introduce the BPC NW User Management Tool, which is a custom program which allows mass maintenance of the BPC_NW security objects.
(Whitepaper) Life Cycle Management in SBOP Planning and Consolidation version for Netweaver (PDF 565 KB)
This white paper covers the main aspects that should be considered while defining a transport strategy for SBOP Planning and Consolidation version for Netweaver. Areas addressed include: the transport mechanism, transport tools, and approaches for managing changes in the specific context of Netweaver.
How To... Retract data from BPC 7.5 NetWeaver to SAP ERP Cost Center Accounting, Part I (PDF 3 MB)
This guide provides the step by step instructions for the creation and the use of a custom BPC 7.5 NW Retraction BAdI that retracts data to SAP ERP Cost Center Accounting. A business example is provided as well as all the necessary steps to get this example working in your system.
How To..Configure Drill Through Functionality (PDF 3 MB)
This guide provides the step by step instructions for configuring Drill Through in BPC.
How To...Write to secured dimension members in default logic (PDF 583 KB)
SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver, performs standard security checks on data that is created during the execution of default logic. This guide provides a step by step process on how to allow default logic to write data containing dimension members for which the calling user may not have security access.
How...To Get Consistent Results with UJ_CUSTOM_LOGIC BADIs (PDF 1 MB)
This How-To guide provides a consistent solution on the different ways Input Schedule and Data Manager logic are executed. An ABAP class is provided that can be included in all BAdi implementations. It checks the source of data submitted to the BAdi, and if it originated from an Input Schedule it reverses the signs for INC/LEQ accounts and returns the updated “SIGNED DATA” in a new standard table. Otherwise, it will return the original, unaltered records in a new standard table. This HTG also includes an example BAdi implementation based on the delivered Apshell application set.
How to Implement Load Balancing on SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver (PDF 477 KB)
This guide will show you how to implement Load Balancing in BPC NW 7.0 and 7.5, both at the application server level and at the .Net server level. The guide also describes various options for Load Balancing, including their benefits and limitations.
How To - Implement the RUNLOGIC Keyword in SAP Business Objects Planning and Consolidation, version for NetWeaver (PDF 1.5 MB) *NEW*
This guide will show you how to implement the BPC NW version of the script logic Keyword RUNLOGIC. Using a script logic BAdI, the new BPC NW version of RUNLOGIC will not only mimic the BPC MS functionality, but also allow you to improve the performance of individual scripts. This valuable performance improvement is achieved by executing separate scripts in parallel using distinct data sets. The guide will show you how to call the new Keyword as well as configure the data sets and processes for parallel execution.
How To… Use the EPM Connector to Visualize SAP BusinessObjects Planning and Consolidation (BPC) Data via SAP Crystal Dashboard Design (Xcelsius) (PDF 3 MB) *NEW*
This how-to guide explains the steps to visualize BPC data using SAP Crystal Dashboard Design(formerly Xcelsius). In this guide, you will learn how to use SAP BusinessObjects Extended Analytics to build a report, and the SAP BusinessObjects EPM Connector to enhance the functionality of your dashboard.
Whitepaper: Script Logic Primer - Planning and Consolidation Version for Netweaver (PDF 1 MB) *UPDATED May 2011*
This whitepaper provides in depth information on how to implement script logic within SAP BusinessObjects Planning and Consolidation 7.x version for Netweaver. Keywords are discussed and numerous examples are provided to make the complex topics easily understandable.
How to… Setting up Matrix Consolidation with SAP BusinessObjects Planning and Consolidation (PDF 577 KB) *NEW*
Matrix Consolidation refers to Consolidation where not only the usual Legal entity dimension is used but an additional dimension, such as Profit/Cost Center or Business Unit is required. It is not only used for performing some breakdown analysis, but eliminations must be performed based on this alternate dimension. This document describes how to set up Matrix Consolidation. As a starting point, the IFRS Starter Kit application set was used. It is available for downloads on the SAP Service Marketplace. Limitations to the approach are presented.
How to... Configure the Balance Carry Forward Business Rules for SAP BusinessObjects Planning and Consolidation 7.5, version for Netweaver (PDF 417 KB) *NEW*
Balance Carry Forward (BCF) business rules allow business users to define how closing balances from selected financial accounts are copied (carried over) into the opening balances of the next financial period. This guide identifies the options available in the BCF business rule and provides examples to illustrate the functionality.
How to... Configure US Elimination Business Rules for SAP BusinessObjects Planning and Consolidation 7.5, version for Netweaver (PDF 514 KB) *NEW*
The SAP BusinessObjects Planning and Consolidation 7.5, version for Netweaver US Elimination business rules provide the ability to perform intercompany (entity to entity) eliminations functionality where the system automatically identifies and eliminates the impact of inter-company (entity) activities. This guide provides a detailed technical review of the US Elimination configuration as well as in-depth examples illustrating key points.
Improve your Reporting Performance in SAP BusinessObjects Planning and Consolidation Version for NetWeaver (PDF 889 KB) *NEW*
This white paper covers EVDRE performance tips for SBOP Planning and Consolidation version for Netweaver (SBOP PC_NW). Areas addressed include: MDX vs. RSDRI queries, custom suppression, and tips and tricks in developing EVDRE templates.
BPC 10 (NW)
Master Data on the Fly in SAP BusinessObjects Planning and Consolidation 10.0, version for NetWeaver (PDF 943 KB) *NEW*
Traditionally SAP BusinessObjects Planning and Consolidation 10, version for SAP NetWeaver, administrators maintain dimensions and their members in the BPC Administration Web client to ensure governance and consistency of master data. However under certain circumstances, it may be necessary to allow end users to create master data values themselves “on the fly” rather than having to wait for a central administrator to do it for them.
How to … Configure Ownership Manager and Automated Calculations for SAP BusinessObjects Planning and Consolidation 10.0, version for Netweaver (PDF 542 KB) *NEW*
Ownership Manager now has the ability to calculate proposals for key financial parameters (Consolidation Method to be employed, Consolidation Percent, Percent Control, and Percent Financial Interest). This guide provides a detailed explanation of the technical components of the Ownership Manager’s data model and the key components required for these calculations.
Implementing Client Certificate Authentication in SAP BusinessObjects Planning and Consolidation 10.0, version for NetWeaver (PDF 2 MB) *NEW*
Single Sign On is a topic that is often overlooked until well into an implementation. The purpose of this guide is to provide step by step instructions on implementing SSO via client certificates for BPC 10 for NetWeaver. It can be useful for scenarios where a PKI infrastructure already exists as well as for proof of concepts.
Other Information and Articles
SAP Strategy Management
SSM 7.0
Best Practices: The BI Connector in SSM 7.0 (PDF 190 KB)
This Best Practice Guide for the BI Connector in SSM 7.0 brings together previously undocumented detailed information that was not included in the original BI Connector RKT material as well as lessons learned from the very first customer projects that used the connector. It is current as at SSM 7.0 SP02.
How To Handle Seasonality in KPIs Article (PDF 42 KB KB)
The effects of seasonality to a business affect more than ice cream vendors and skiwear shops! It is an issue that impacts almost every business - from private industry to government. Most obvious impacts are to marketing, staffing, and cash flow. In the context of strategic planning, seasonality is a key consideration when identifying key performance indicators (KPIs) and setting performance targets. The purpose of this document is to provide background on how to handle seasonality with the SAP Strategy Management (SSM) solution.
Building Better Scorecards Using Workflow Based Data Entry Article (PDF 175 KB KB)
While many organizations that have effectively implemented strategy management solutions have a solid infrastructure for uploading KPI data (actual and target values) to build their scorecards, many still struggle with the question of how best to obtain data that does not reside in a transactional data source and therefore must be entered manually by business users. This paper outlines a process and software solution that can be used to develop a secure, repeatable, workflow based methodology for allowing business users to manually enter scorecard data.
SAP BusinessObjects Planning and Consolidation
Blog Wiki *NEW*
A new wiki is available which lists a wide selection of blogs on the BPC topic.
SAP BusinessObjects Planning and Consolidation Blogs
Tools*NEW*
How To... Generate test data for SAP BusinessObjects Planning and Consolidation (PDF 1 MB)
During the test design phase of the software life cycle, with applications such as SAP BusinessObjects Planning and Consolidation (BPC), it can be necessary to generate large volumes of test data to ensure the application will meet the business user’s key performance indicators (KPIs) in a production environment. The BPC DataGenerator tool, included with this How-To Guide, provides one approach to quickly generate test data to import into a BPC application.
Reporting
Best Practices for Reporting within SAP Business Planning and Consolidations 5.0 Article (PDF 267 KB)
This document describes best practices for building SAP BPC 5.0 reports. Before starting with the best practices, some discussion about EvGET and EvDRE might be helpful. EvGET is the original function that was used to retrieve data from the database. To increase performance, an enhanced formula, EvDRE, was developed. For more information about EvDRE, see the WebExcel Help.
Logic
SAP Business Planning and Consolidation Script Logic, Part 1 Presentation, (PDF 200 KB)
If your a user of BPC 5.x you will want to view this presentation to help you learn more about the calculations capabilities of BPC. This function is commonly referred to as "Logic". This is the first of a three part series.
SAP Business Planning and Consolidation Script Logic, Part 2 Presentation, (PDF 211 KB)
If your a user of BPC 5.x you will want to view this presentation to help you learn more about the calculations capabilities of BPC. This function is commonly referred to as "Logic". This is the second of a three part series.
SAP Business Planning and Consolidation Script Logic, Part 3 Presentation, (PDF 202 KB)
If your a user of BPC 5.x you will want to view this presentation to help you learn more about the calculations capabilities of BPC. This function is commonly referred to as "Logic". This is the third of a three part series.
Performance
Business Planning and Consolidation 5.x Performance Tuning Guide (PDF 458 KB)
This guide is an update to a previously posted document regarding BPC 5.x performance tuning guide.
Microsoft SQL 2005 Database Info Related
If you have a customer experiencing slow/degrading database performance on SQL Server 2005, then you might want to look at the bug described in Microsoft Knowledge Base Article 927396. The problem relates to SQL Server spending too much time (and hardware resources) accessing one of its internal caches, called the TokenAndPermUserStore cache.
https://wiki.sdn.sap.com/wiki/display/BPX/Enterprise+Performance+Management+%28EPM%29+How-to+Guides
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