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BPC310 Lesson: Business Process Flows

Figure 208: Define Steps & Sub Steps

Designateaprocessaseitherasteporsub-step.

Thedescriptionappearswhenuserexecutestheprocess.

Enable Alerts is not currently available.

Enable completion criteria:

Completion criteria may be enabled if Work Status has been enabled in the

controlling application of the BPF.

Ifdefinedhere,theselectedcombinationsofmembersmustbesettothespecified

workstatusbeforethestepcanbeconsideredcomplete.

Send email to reviewers upon completion

Thisfeaturecanbeinstalledifamailserverisinstalled. PleaseseeDocumentation

for installation.

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Figure 209: Enable Reviewers

Enable Reviewers

This allows reviewers (as defined in the 'Reviewer' property of the drive

dimension)toreviewthestep. Ifyouwanttodefineanactionthatthereviewer

must perform in order to review the step, select Set/Modify Custom Review

Actions.

Set/Modify Custom Review Action(s)

Anactioncouldbesomethinglikeopeningascheduleorpublishingareport. In

previousversionsofBPC,actionsweredrivenbyEVfunctionsorMNUfunctions.

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BPC310 Lesson: Business Process Flows

Figure 210: Enable Completion Criteria

Enable completion criteria:

• maybeenabledifWorkStatushasbeenenabledinthecontrollingapplication

of the BPF.

If defined here, the selected combinations of members must be set to the

specifiedworkstatusbeforethestepcanbeconsideredcomplete.

Thedimensionvaluesmaybeinheritedfromthedataregionmeansthedata

regioncanbedeterminedwhentheBPFisexecuted.

Memberlookupmeansthatthedimensionmemberisprovidedasadefaultin

the BPF.

Dimensionsmembersmayalsobeinheritedfromthecurrentviewwhenthe

BPF is executed.

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Figure 211: Define Actions

The first action is defaulted in by the system and cannot be deleted if it is the

only one.

Thedataregioncanbefilledinbelowthetaskandthereforenotrequiretheuserto

changetheircurrentview. Itsawaytoprovideusefuldefaultmembervalues.

Intheimportfileaction,aspecificpackageandfilecanbefullyspecifiedinthe

BPF.

Figure 212: Finish

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BPC310 Lesson: Business Process Flows

ToenabletheBPFforimmediateuse,selecttheEnablethisBPFforusersboxin

the lower left

corner of the screen.

DeselectthecheckboxifyoudonotwanttheBPFtobeavailableatthepresent

time.

YoucandeleteaBusinessProcessFlow(BPF)whenyouwanttoremoveitfrom

the application set entirely.

Note: Asanalternativetodeleting, youcandisableaBPF.Adisabled

BPFdoesnotappearinanyenduseractionpanesbutdoesremainonthe

administrator'slist. Itremainsavailabletocopyandmodifyinthefuture.

Figure 213: Tips on BPFs

YoucangeneratetwodifferenttypesofBPFreports: astandardBPFreportanda

BPF step report.

Bothreportsallowyoutospecifythebusinessprocessflow,timeframe,associated

data region, and page orientation.

ThestandardBPFreportliststhestepsandsub-stepsintherightcolumn,and

thestatusofeachsteporsub-stepintheleftcolumn.

TheBPFstepreportliststheentitiesforwhichthereportisrunintherows,and

thestatusofeachstepandsub-stepinthecolumns.

FromtheAdminConsole,youcanprepareastandard-typereportonly.

To prepare a standard BPF report from the Admin Console, expand Business

ProcessFlows,selecttheBPFforwhichyouwanttoreporton,andselectBPF

status report.

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Figure214: BPF,WorkStatus, SecurityIntegration

BPFs,WorkStatus,andSecuritycantbebuiltinavacuum. Thedeveloperneeds

to know about all three.

Forexample,ifanactionisputintoaBPF,thentheuserwillneedtohaverightsto

perform that task in security.

Lab 33 – Business Process Flows

(part of the last unit)

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BPC310 Lesson: Business Process Flows

Lesson Summary

You should now be able to:

• Create a business process flow which will facilitate the coordination and

statuscheckingaspectsofperformingplanningorconsolidationsactivities.

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Lesson: Audit

Lesson Overview

Lesson Objectives

Aftercompletingthislesson, youwillbeableto:

• Describethedifferenttypesofauditcapabilitiesandthedatayoucancapture

to help provide adequate control.

Business Example

Figure 215: Audit Function

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BPC310 Lesson: Audit

Audit is broken up into 2 categories:

• 1. Activity Audit:

Captures“metadata”changes,suchasAdd,Create,Change,andDelete

– AppSets

– Applications

– Dimensions.

ActivityauditiscapturedattheAppSetlevel.

• 2. Data Audit:

Captures“transactional”datachanges–i.e. captureinformationonchanges

torecordsinanApplication. DataauditiscapturedattheApplicationlevel.

Figure 216: Audit Setup

Activityauditingallowsyoutotracktheadministrativetasksperformedinthe

system.

Onceactivityisrecorded,youcanrunareportthatshowssystemactivity,based

on specified criteria.

Thereportshowswhenthetaskwasperformed,andbywhom. Ifenabled,BPC

tracksactivityforthefollowingfunctionaltasks:

• Application set and application setup

• User and team setup

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Member access and task profile setup:

• Business Process Flow management; Adding, deleting, and modifying

business process flows; Saving business process flows to new names;

Dataauditmaintenanceandactivationofdataaudits; Documenttypeand

documentsub-typesetup; Activationofactivityaudit.

• To enable activity auditing

1. StartBPCAdministration,andfromtheWebAdministrationTasksaction

pane, select Manage activity auditing.

2. Select Enable Admin Activity to record all administrative activity, and

selectEnableuseractivitytorecordallenduseractivity.

3. Click Update.

Figure 217: Activate Activity Audit

ThesettingsforActivityAuditareverysimple:

• Log activity for “Admin” tasks (or not)

• Log activity for “User” tasks (or not)

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BPC310 Lesson: Audit

“Admin Activity” includes:

• Add/Modify/Delete/Copy operations for AppSets, Applications, and

Dimensions (including Process Dimension)

• SecurityChanges(add/change/deleteusers,teams,andtask/memberprofiles)

• Web Admin Changes (AppSet/Application parameters; Document

Types/Subtypes;andChangingActivityorDataAuditsettings)

• Validation rules changes

“User Activity” includes:

• Set Work Status locks

Figure 218: Audit Setup

The settings above can be determined by running the report without any

restrictionstoseethesystemgeneratedresults.

Forexample,whenaTaskProfileischanged,theFunctionTaskisModifyTask

Profile,thesourceisthetaskprofilebeingchanged,noparameterappliesinthis

case. Whenadimensionisprocessed,thefunctiontaskisProcessDimension,the

Sourceisthedimensionitself,theparameterisIncrementalProcess.

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Figure 219: Audit Setup

Therearequiteafewformatssupportedforexportingthereport. Forexample,the

TIFFoptionexportsthedatatoMicrosoftOfficeDocumentImaging.

Figure 220: Data Audit

You can set up data auditing to record an audit trail of BPC activity. You can

set it up by application and category.

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BPC310 Lesson: Audit

To manage audit data

1. Start BPC Administration, and select Manage data audit from the

Administration Configuration action pane.

2. FromtheSelectApplicationfield,selecttheapplicationforwhichyouwant

to set properties.

3. SelectEnableDataActivitytoturnonauditingfortheselectedapplication.

ClicktheViewAuditSettingsforAllCategorieslinkfromtheactionpane

to see a report that shows which categories and tasks are enabled for the

selected application.

4. Selectacategory,thenselectoneormoretaskstoaudit. SelecttheSelectAll

buttontoselectallofthetaskcheckboxes, orselecttheClearAllbutton

toclearallcheckboxes. Youcanselectfromthefollowingtasks: BPCfor

Excel,DataManagerImport,DataManagerClear,LogicExecution,Live

Report, Journals.

Figure 221: Audit Setup

5. Under the Set Log Limits section, do one of the following: If you want to

keep all audit data for the selected category in the database, leave the default

selected, Never purge audit data. If you want to purge audit records for the

selectedcategoryafteraspecifiednumberofdays,selectSetpurgefrequence,

andenterthenumberofdaysforwhichtokeepauditrecordsinthedatabase. In

addition,youmustruntheDTSPurgepackagetoclearthedatabaseforeverything

beyond the specified number of days.

6. Under the Schedule Synchronization section, set up a synchronization

schedulebyselectingEnableschedule,andenteringthedesiredtimefrequency.

By default, audit records are synchronized every 12 hours, if enabled. In the

SAP Business Planning and Consolidation 5.x Data Audit settings, there is an

optionto“schedulesynchronization”. ThisisbecauseBPCstoresauditrecordsin

a temporary table first.

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7. ClicktheSaveAuditDataNowlinktorunthesynchronizationprocessright

away.

8. ClickthePublishauditreportlinktosendadataauditreporttotheSystem

Reports page.

9. Click Update to save your changes.

Figure 222: Audit Setup

• The Audit Settings show which categories and tasks are active for the

application.

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BPC310 Lesson: Audit

Figure 223: Creating an Audit Data Report

• TheupperscreenshotshowswithwhichparametersyoucanopentheAudit

DataReportandhowyoucanconfigurethereport.

Figure 224: The Audit Data Report

• Theauditreportcansetwhichdimensiontogrouptherowsby,youcanalso

set3dimensionsortaskstoappearonthecolumns,andyoucanset2report

currentviewdimensionsortasksandusethemforfiltering.

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Lab 34 – Using BPC Audit

(part of the last unit)

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BPC310 Lesson: Audit

Lesson Summary

You should now be able to:

• Describethedifferenttypesofauditcapabilitiesandthedatayoucancapture

to help provide adequate control.

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UnitSummary BPC310

Unit Summary

You should now be able to:

• Understand the four components of the security model and how they are

integrated.

• DescribeatypicalcustomerscenarioforWorkStatus.

• Describe how to set Work Status.

• Create a business process flow which will facilitate the coordination and

statuscheckingaspectsofperformingplanningorconsolidationsactivities.

• Describethedifferenttypesofauditcapabilitiesandthedatayoucancapture

to help provide adequate control.

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Unit 5

Miscellaneous

Unit Overview

Unit Objectives

After completing this unit, you will be able to:

• Explainthedeltasfrom5.1Mto7.0MusingtheDeliveredReferenceGuide.

• Understand which new features are planned after 7.0M for the Microsoft

Platform.

• See the differences between 7.0M and 7.0NW and how the NW solution

will develop in future.

Unit Contents

Lesson: Miscellaneous.........................................................188

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Unit5: Miscellaneous BPC310

Lesson: Miscellaneous

Lesson Overview

Lesson Objectives

Aftercompletingthislesson, youwillbeableto:

• Explainthedeltasfrom5.1Mto7.0MusingtheDeliveredReferenceGuide.

• Understand which new features are planned after 7.0M for the Microsoft

Platform.

• See the differences between 7.0M and 7.0NW and how the NW solution

will develop in future.

Business Example

Figure225: Whatsnewfrom5.1Mto7.0M–QuickReference(1of2)

SAPBusinessPlanningandConsolidation7.0deliversannew,optimizedshared

queryengine(SQE)thatdeliversfasterqueryperformanceandgreaterscalability

whileusinglessmemory. Youspendlesstimewaitingfordata.

ThenewManagementConsoleinSAPBusinessallowsadministratorstoview

andmanagelogsandmonitorsystemperformance,processes,useractivityandthe

sharedqueryengine,allinoneinterfacethusimprovingefficiency.

SAPBusinessPlanningandConsolidation7.0deliversmoreflexibilityandoptions

forcreatingreports. ItsupportsmultiplehierarchiesontheTimedimension.

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BPC310 Lesson: Miscellaneous

Youcannowhavemultiplehierarchiesonatimedimensionandaddanewtime

level(HALFYEAR).YoucanimplementCalendarandFiscaltimedimensions

easily and add more hierarchies.

Having hierarchies in the Time dimension allows you to define how you want

time periods to aggregate.

SAP Business Planning and Consolidation 7.0 delivers updated SQL 2005

compatibilitymode(updateTSQLtoANSIstandardSQL).

TSQLhasbeenupdatedtoANSIstandardSQLtosupporthighercompatibility

modewithinSQLServer2005. Nowallmulti-dimensionaldataaccessisdone

through the SQE.

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Unit5: Miscellaneous BPC310

Figure226: Whatsnewfrom5.1Mto7.0M–QuickReference(2of2)

• Support for Microsoft Vista and Office 2007* means you dont have to

support multiple Microsoft operating systems and Office environments.

Vista support is for 32-bit only.

• SupportforMicrosoftSQLServer2000andExcel2000isdropped.

• Seasonality is acharacteristic of a time series in which data experiences

regular and predictable changes which recur every calendar year. Any

predictablechangeorpatterninatimeseriesthatrecursorrepeatsovera

one-year period can be said to be seasonal.

For example, sales of childrens toys typically increase every December.

Seasonalitymakesithardforbusinessanalyststointerprettheunderlying

trendinsomedataseries. Forexample,weretoysalesbetterthisDecember

orwasitjusttheusualholidayspike? Businessanalystswanttoknowifsales

werebetter(orworse)thanthenormalseasonalincrease. Tounderstandwhat

dataisreallysaying,analystsneedtoremovesuchpredictablefluctuationsor

seasonalityfromdata. EmbeddedseasonalitycapabilitiesinSAPBusiness

Planning and Consolidation increase the accuracy of predictive analytic

capabilitiesbyremovingtheseasonalcomponentofdata.

• With the first pass of the seasonality algorithms analysis we “seasonally

adjust”allofKPIsandaccountdataatthetoplevels. Thiswouldbedoneby

calculatingatimetrendfortheaccount,creatingseasonalbuckets,averaging

thevaluesineachbucket,thencreatingthe“seasonallyadjusted”datawhich

istheactualdatawiththeseasonalcomponentsubtractedfromit. Insight

wouldusetheseasonallyadjusteddataforthecorrelationanalysisandthe

calculation of slope and intercept.

• Enhanced Business Process Flows support multiple reviewers/teams

of reviewers and auto email notification to reviewer(s) when steps are

completedwhichreducesbottlenecks/backlogandallowsyoutocomplete

and monitor your planning cycles faster.

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BPC310 Lesson: Miscellaneous

Figure 227: Planned future Releases in BPC, Version of the Microsoft

Platform

Thekeythemeofthe7.5versionfortheMicrosoftplatformreleaseisintegration

with the Business Objects BI platform.

The plan for customers who utilize certain tools within the Business Objects

BI portfolio is to be able to leverage these with SAP Business Planning and

Consolidation data.

Business Process Flows will be enhanced and the application will support the

latestreleasesofSQLServerandWindowsServer(2008)–subjecttoavailability

from Microsoft.

• While version 8.0 is still beyond the horizon, the plan is to continue to

improvetheuserexperienceacrosstheEPMsuiteaswellasenhanceSAP

BusinessPlanningandConsolidationsconsolidationcapabilities.

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Unit5: Miscellaneous BPC310

Figure228: DifferencesbetweenBPC7.0MandBPC7.0NW

Bothofthe7.0versionshavesimilarcapabilitiesfromauserperspective:

• TheyleverageMicrosoftOfficeinterfaces(Excel,Word,PowerPoint)

• Havewebadministrationclients,live(web)reportingandmore

Keydifferencesincludethe7.0versionforSAPNetWeaversutilizationofSAP

NetWeavercomponentsandcapabilitiessuchasprocesschains,thechangeand

transportsystem,BIAccelerator,anddatabaseindependence.

Business Process Flows, Briefing Books, Drill-Through, Insight (embedded

predictive analytics) and other capabilities pertain only to the version for the

Microsoft platform at this point in time (7.0).

So, while the implementation and architecture of the two versions is different

thereismuchsimilarityfromafunctionalperspective.

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BPC310 Lesson: Miscellaneous

Figure229: FutureStrategyforMicrosoftandNetweaverSolution

Movingforward, bothversionswilloverlaplessandlessfromanarchitectural

perspective.

TheversionfortheMicrosoftplatformwillcontinuetobeinvestedinasabestof

breed,unifiedplanningandconsolidationapplicationwhiletheversionforSAP

NetWeaverwillcontinuetobeoptimizedforcustomersinvestmentsintheSAP

NetWeaver platform and SAP applications.

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Unit5: Miscellaneous BPC310

Lesson Summary

You should now be able to:

• Explainthedeltasfrom5.1Mto7.0MusingtheDeliveredReferenceGuide.

• Understand which new features are planned after 7.0M for the Microsoft

Platform.

• See the differences between 7.0M and 7.0NW and how the NW solution

will develop in future.

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BPC310 Unit Summary

Unit Summary

You should now be able to:

• Explainthedeltasfrom5.1Mto7.0MusingtheDeliveredReferenceGuide.

• Understand which new features are planned after 7.0M for the Microsoft

Platform.

• See the differences between 7.0M and 7.0NW and how the NW solution

will develop in future.

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UnitSummary BPC310

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Unit 6

Case Study – optional

Unit Overview

Unit Objectives

After completing this unit, you will be able to:

• Better understand how to create an AppSet, update dimension date

dimensions, validate script logic, modify member access profiles, load

transaction data along with conversion and transformation files, publish

bookstowebpage,andconfiguredocumenttypes.

Unit Contents

Lesson: Case Study – optional ...............................................198

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Unit6: CaseStudy–optional BPC310

Lesson: Case Study – optional

Lesson Overview

Lesson Objectives

Aftercompletingthislesson, youwillbeableto:

• Better understand how to create an AppSet, update dimension date

dimensions, validate script logic, modify member access profiles, load

transaction data along with conversion and transformation files, publish

bookstowebpage,andconfiguredocumenttypes.

Business Example

Figure230: SAPBusinessPlanningandConsolidationCaseStudy

PIP – Parts is Parts.

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BPC310 Lesson: Case Study – optional

Figure231: KeyFinancialApplicationRequirements

Figure232: KeyFinancialApplicationRequirements

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Unit6: CaseStudy–optional BPC310

Figure 233: Guidance Notes

Figure 234: Guidance Notes

Figure 235: Guidance Notes

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BPC310 Lesson: Case Study – optional

Figure 236: Transformation & Conversion Files

Figure 237: Guidance Notes

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Unit6: CaseStudy–optional BPC310

Figure 238: Guidance Notes

Figure 239: Guidance Notes

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BPC310 Lesson: Case Study – optional

Figure 240: Guidance Notes

Figure 241: Guidance Notes

Lab 35 – Case Study

(part of the last unit)

Lab 36 – Custom Menus – Optional

(part of the last unit)

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Unit6: CaseStudy–optional BPC310

Lesson Summary

You should now be able to:

• Better understand how to create an AppSet, update dimension date

dimensions, validate script logic, modify member access profiles, load

transaction data along with conversion and transformation files, publish

bookstowebpage,andconfiguredocumenttypes.

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BPC310 Unit Summary

Unit Summary

You should now be able to:

• Better understand how to create an AppSet, update dimension date

dimensions, validate script logic, modify member access profiles, load

transaction data along with conversion and transformation files, publish

bookstowebpage,andconfiguredocumenttypes.

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UnitSummary BPC310

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Unit 7

Labs

Unit Overview

Unit Objectives

After completing this unit, you will be able to:

•

Unit Contents

Lesson: Labs....................................................................208

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Unit7: Labs BPC310

Lesson: Labs

Lesson Overview

Lesson Objectives

Aftercompletingthislesson, youwillbeableto:

•

Business Example

LOGON INFORMATION

YouareworkingintheCITRIX“CommonTraining”environmentandyourtrainer

will explain to you how you can reach it.

Within this environment click START → PROGRAMS → ACCESSORIES →

REMOTE DESKTOP CONNECTION.

For “COMPUTER” enter the system given to you by the trainer and click

“CONNECT”.

In the next pop-up fill in the following:

User name: CPM-## (with##=MonitorNumber)

Password: training

Domain: ADTWDFVM2001

The password is unchangeable.

Click “OK” then.

Lab 1 – Creating a New Application Set

Objective: UsingtheSAPBusinessPlanningandConsolidationAdminConsole,

createanewapplicationsetusingtheApShellapplicationsetasthesource.

Description: You always create a new application set by copying an existing

application set. To create a new application set, you must be a System

Administrator. Once created, you log on to the new application set using the

Connection Wizard.

1. Create the New Application Set

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BPC310 Lesson: Labs

1.

FromyourWindowsDesktop,double-clickonthe BusinessPlanning

and Consolidation shortcut icon.

2.

FromtheLaunchPage,clickonthe BPCAdministrationshortcuticon.

TheBPCAdministrationpageisdisplayed. (Notethisscreenshotisonly

intendedtogiveafeelforoveralllook,nottoactuallyreadthetext.)

Figure 242: BPC Administration page

OntherighthandsideyoucanseetheActionPanewithoneapplicationset

offered and with the user logged on.

Inthefollowingscreenshotit'stheuser“osadmin”andtheapplicationset

“PET”. YoushouldseeyouruserCPM–##andanyapplicationset.

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Unit7: Labs BPC310

Figure 243: Action Pane 1

3. FromtheActionPane,selectManageApplicationSets.

TheBPCLogonisdisplayed. Clickat“ConnectionWizard”andthenclick

two times at “NEXT”.

In the next pop-up select “AppShell”:

Figure 244: Logon

Click “NEXT” and then “FINISH”.

You should get the following result:

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BPC310 Lesson: Labs

Figure 245: Example 1

Click “OK”. It now takes a few seconds to create a second mode which

shows the Admin Console:

Figure 246: Admin Console 1

4. FromtheActionPaneontheright,selectAddanewapplicationset.

InStep1of2,entertheapplicationsetinformation“STUDENT_##”asyour

appsetnamewith##=monitornumberasshownbelow,. SelecttheApShell

applicationsetasthesourceandthenclickonGotoNextStep2of2.

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Unit7: Labs BPC310

Figure 247: Action Pane 2

5. In Step 2 of 2, deselect the Database records check box (we don’t want

anytransactiondatatobecopied),asshownbelowandthenclickonAdda

New Application Set.

Figure 248: Action Pane 3

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BPC310 Lesson: Labs

Theprogresswindowisdisplayed. Theapplicationsetcreationprocesswill

take a few minutes.

Addinganewapplicationsetdoesthefollowing:

Copies the application set Webfolders to the new application set.

Createsacopyoftherelationaldatabase(i.e.,aSQLdatabase). Creates

aSQLdatabaseloginroleforthenewrelationaldatabase. Createsa

copy of the Analysis Services database.

Copies the published books, by copying the appropriate FileDB

subdirectories.

Sets subdirectory security on the Webfolders subdirectories and sets

configuration parameters.

After the copying is complete, you can begin to modify the default

applicationsandaddnewones,andassignuserstotheapplicationset.

Note: Allofthe‘MasterData’intheDimensiontableswillbecopied.

AppShelldoesnothaveJournalsconfiguredsotheboxisgrayedout.

6. Whenprompted“Thetaskhasbeensuccessfullycompleted”clickOK.

2. Logging onto the New Application Set

1. From the Action Pane, click on the ApShell application set hyperlink as

shown below:

Figure 249: Action Pane 4

The BPC Logon is displayed.

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Unit7: Labs BPC310

2.

Click on the button.

LeavethedefaultservernameandclickNexttocontinue.

3. LeavetheoptionUsemyMicrosoftWindowsuserIDandpasswordselected,

enteryourpasswordandclickNexttocontinue.

4. SelectthenewlycreatedSTUDENT_##applicationsetasthedefaultand

then click Next to continue.

5. On the Summary screen, click Finish.

6. VerifythattheBPCLogonlookssimilartothefollowing:

Figure 250: Example 2

Caution: If you see “STUDENT_00” or “STUDENT” in any

screenshotinanyLabequate“STUDENT_00”and“STUDENT”with

“STUDENT_##”.

ClickOKtoaccesstheAdminConsolefortheSTUDENT_##applicationset.

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BPC310 Lesson: Labs

Verifythatyourscreenlookssimilartothefollowing:

Figure 251: Admin Console 2

1. OnthelefthandsideopenthenodeSECURITYintheStuden_##treeand

clickatTaskProfile“PrimaryAdmin”intheSecuritysectionandselect

“Modify Task Profile”.

Makesurethatthefollowingsettingsaremaintained:

Figure 252: Type of Functions

2. ClickNextandinthefield“ViewTasksbyInterface”selecteachinterface.

Ifaninterfacecontainstasksclickatthemandshiftthemontherightbox

called “Selected Interface tasks”.

You should receice a similar result:

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Unit7: Labs BPC310

Figure 253: Selected Interface Tasks

AfterthatclickNEXTandinthenextscreenselecttheAdminTeaminthe

boxcalled“Selected”. ThenclickNEXT,APPLYandFINISH.

Figure 254: Admin Team

Nowyouareauthorizedforallactionsinthesystem.

3. Fromthetreeview, expandtheUsersfolderandopentheDomainfolder.

Select your user CPM-##.

From the Action Pane, select Modify User.

4. Clicktwotimesonthe“Next>”buttontocontinue.

5. Define the A. Assing to teams panel based on the following information

for CPM-##:

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BPC310 Lesson: Labs

Figure 255: A. Assign to Teams

SelecttheB.AssigntoTaskprofilestabandassignthe'budgetuser'task

profile:

Figure 256: B. Assign to Task Profiles

SelecttheC.AssigntoMemberAccessprofilesandselectasfollows:

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Unit7: Labs BPC310

Figure257: C.AssigntoMemberAccessProfiles

6. Click on the “Next >” button to continue.

7. Clickonthe“Apply”buttontoprocesstheusers.

8. Whenprompted“Thistaskhassuccessfullycompleted”selectOK.

9. IntheActionPaneofyourTreemodeforApplicationSetSTUDENT_##

click at your Application Set to open the Connection Wizard. Navigate

through the wizard, enter your password and reselect STUDENT_## as

default application set.

NowuserCPM-##canworkandisauthorizedforalltasks.

Lab 2 – Updating the Account Dimension

Objective: The application set you are logged on to is a copy of the ApShell

applicationset;however,itdoesnotcontainanytransactiondata.

The goal is to change the dimensions and members that were copied from

AppShelltoonesthatareneededforyourSTUDENT_##applicationset.

Addnewaccountmemberstotheaccountmembersheet. Validateandprocessthe

Account dimension to apply the changes.

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BPC310 Lesson: Labs

Description: Thislabwillhelpyoulearnhowtoupdatedimensionsandmembers

using the Admin Console. Dimensions should reflect your business. A good

exercise is to ask the following questions:

• Dimensions–whichtoinclude,howmanyperapplication

• Members–howtoorganize,whatarethenamingconventions

• Properties – which to include, what can be added to facilitate filtering,

sorting, reporting, and calculations

• Levels–whichtoinclude, whatlevelofdetail

• Hierarchies – how many per dimension

• Consolidations–cancalculationsbeperformeddirectlyinthedimension

by using consolidation paths

ThislabisperformedusingyourSTUDENT_##applicationset.

1. From the tree view of the Admin Console, expand the STUDENT_##

applicationsetbyclickingontheplus(+)signtotheleft.

2. Expand the Dimension Library.

3. Select the Account dimension.

4. From the Action Pane, select Maintain dimension members. The

Account.xls workbook is opened.

5. Highlight rows 6 through 8.

6. RightclickandselectInsertfromthepop-upmenutocreate3blankrows

(rows 6–8).

7. Inputthefollowingtextintorows6through8usingtheinformationbelow.

Propertiesthatarenotlistedaretobeleftblankintheworkbook. (youcan

copythe3rdPartydataandthenmodifytheIDandEVDESCRIPTIONto

speed this up (row 5))

Note: TheID’scannothavespaces,andonly‘.’and‘_’specialcharacters

areallowed. YoucanhavespacesintheDescriptionshowever.

ID EVDESCRIP- PARENTH1 FINSTMT GROUP

TION

OEM OEMProduct CostofGoods PL Profit &

Loss

OtherMaterials OtherMaterials CostofGoods PL Profit &

Loss

IndirectLabor IndirectLabor CostofGoods PL Profit &

Loss

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ID	EVDESCRIP- TION	PARENTH1	FINSTMT	GROUP
OEM	OEMProduct	CostofGoods	PL	Profit & Loss
OtherMaterials	OtherMaterials	CostofGoods	PL	Profit & Loss
IndirectLabor	IndirectLabor	CostofGoods	PL	Profit & Loss

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Unit7: Labs BPC310

ACCTYPE SCALING RATETYPE FORMAT STYLE

EXP Y AVG #,##0 N

8. Verifythatyourscreenlookssimilartothefollowing:

Figure 258: Admin Console

9. FromtheActionPane,selectSavetoServer(thissavesthemembersheeton

theBPCserverbutdoesnotupdatetheunderlyingdimensiontables)

10. From the Action Pane, select Process dimension (this will Save the data

as well).

11. ChecktheFulloptionsinceweinserted3newmembersbutleavetheother

defaultsasis, selectOKtostarttheprocessing.

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ACCTYPE	SCALING	RATETYPE	FORMAT	STYLE
EXP	Y	AVG	#,##0	N
EXP	Y	AVG	#,##0	N
EXP	Y	AVG	#,##0	N

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BPC310 Lesson: Labs

Figure 259: Process Dimensions

Whenprompted, “Thetaskhasbeensuccessfullycompleted”whichmeansthe

databasedimensiontableshavebeenupdated. SelectOK.

Note: Take system offline means that you will need to set the app set

statustoOnline,don’tworry,we’llletyouknowwhen.

Lab 3 – Creating a Product Dimension

Objective: Add a dimension called Product and add members to the Product

dimension. TheProductdimensionwillbeutilizedbytheSalesapplication,which

will be created in a subsequent lab.

Description: This lab will help you learn how to create a dimension and add

members. Youwillcreateanewdimension,addauserdefinedpropertyandthen

copy the members from an existing Excel workbook on your virtual machine

(not your desktop).

ThislabisperformedusingyourSTUDENT_##applicationset.

1. FromthetreeviewoftheAdminConsole,selectDimensionLibrary.

2. FromtheActionPane,selectAddanewdimension.

3. IntheDimensionnametextbox,typeProduct. (Followthesedirectionstoa

teebecausewewillloaddatalaterfromaflatfilethatcomeswiththeclass

and it has a dim name = Product!)

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Unit7: Labs BPC310

4. In the Description text box, type Products.

5. FromtheActionPane,clickonGotoNextStep2of3.

6. FromtheDimensionTypedropdownlistbox,selectU–UserDefined.

Figure 260: Dimension Type

7. FromtheActionPane,clickonGotoNextStep3of3.

8. AddanewuserdefinedpropertynamedPRODTYPEbasedonthefollowing

example.

Note: Check the ‘InApp’ setting so that the property can be used in

reporting. If you only needed a property for calculations behind the

scenes, then you would not select InApp.

Figure 261: Example 1

9. FromtheActionPane,clickonAddaNewDimension.

10. Whenprompted,“Thetaskhasbeensuccessfullycompleted”,selectOK.

11. FromthetreeviewoftheAdminConsole,selecttheProductdimension.

12. FromtheActionPane,selectMaintaindimensionmembers.

The Product.xls workbook is opened:

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BPC310 Lesson: Labs

Figure 262: Example 2

13. Right mouse click at the Start Button.

Search for the Windows Explorer.

Navigate as follows:

MyComputer→Database(G:)→CPM310&CPM320_TrainingFiles→

BPC 7.0M Training Files → Admin I

Start → Windows Explorer → My Computer → Database (G:) →

CPM310&CPM320_TrainingFiles→BPC7.0MTrainingFiles→AdminI

First copy folder Admin I into the prepared folder CPM310–## which

canalsobefoundunderthefolderCPM310&CPM320_TrainingFiles→

CPM310.

Openfile“Student_Dimensions.xls”inyourownFolderCPM310–##. And

go to Tab card “Product”.

Figure 263: Example 3

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Unit7: Labs BPC310

14. Highlighttheentiresheetbyclickinginthecellaboverow1andtotheleftof

column A. Then click at CTRL + C.

15. OpenthemodewhichincludestheProductMemberSheetinBPCandplace

thecurserinthecellaboverow1andtotheleftofcolumnA.SelectCTRL+

V then.

16. If prompted “Data on the clipboard is not the same size and shape as the

selectedarea. Doyouwanttopastethedataanyway?”selectOK.

17. Verifythatyourscreenlookssimilartothefollowing:

Figure 264: Example 4

18. FromtheActionPane, selectSavetoServer.

19. FromtheActionPane, selectProcessdimension.

TheProcessdimensionsdialogboxisdisplayed.

20. Leavethedefaultsasis,comparetotheexamplebelowandthenselectOKto

start the processing.

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BPC310 Lesson: Labs

Figure 265: Process Dimensions

Whenprompted,“Thetaskhasbeensuccessfullycompleted”,selectOK.

Lab 4 – Process the Time Dimension

Objective: ProcessthedefaulttimesmembersofTimewithinyourSTUDENT_##

application set.

Description: Process the time members.

ThislabisperformedusingyourSTUDENT_##applicationset.

1. FromthetreeviewoftheAdminConsole,selecttheTimedimension.

2. FromtheActionPane,selectModifyDimension. Thenclickat“Gotostep2

of3”andafterthatclick“Gotostep3of3”. ThenclickModifyDimension.

3. NavigatetoyourStudentdimensionsfileandcopythecompleteTIMEsheet

into the BPC Time Member Sheet.

4. AfterthatclickatSavetoServerandthenProcessdimension.

TheProcessdimensionsdialogboxisdisplayed.

5. SelectasfollowsandthenselectOKtostarttheprocessing.

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Unit7: Labs BPC310

Figure 266: Process Dimensions

4. Whenprompted,“Thetaskhasbeensuccessfullycompleted”,selectOK.

Lab 5 – Updating the Category Dimension

Objective: Change the default category members to ones that are needed for

your STUDENT_## application set.

Description: Modify the category members by copying and pasting members

from the Student_Dimensions.xls workbook.

ThislabisperformedusingyourSTUDENT_##applicationset.

1. FromthetreeviewoftheAdminConsole,selecttheCategorydimension.

2. FromtheActionPane,selectMaintaindimensionmembers.

The Category.xls workbook is opened.

3. Press [Alt]+[Tab] to switch back to Excel.

4. Select the sheet named Category.

5. HighlighttheentiresheetandselectEdit/Copy.

6. Press[Alt]+[Tab]toswitchbacktotheAdminConsole.

7. Highlight the entire sheet.

8. Rightclickandfromthepopupmenu,selectPaste.

9. Verifythatyourscreenlookssimilartothefollowing:

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BPC310 Lesson: Labs

Figure 267: Example

10. FromtheActionPane, selectSavetoServer.

11. FromtheActionPane, selectProcessdimension.

12. TheProcessdimensionsdialogboxisdisplayed. Selectasfollowsandafter

that click OK:

Figure 268: Process Dimensions

13. Whenprompted,“Thetaskhasbeensuccessfullycompleted”,selectOK.

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Unit7: Labs BPC310

Lab 6 – Updating the InputCurrency Dimension

Objective: Changethedefaultinputcurrencymemberstoonesthatareneededfor

your STUDENT_## application set.

Description: Modify the input currency members by copying and pasting

membersfromtheStudent_Dimensions.xlsworkbook.

ThislabisperformedusingyourSTUDENT_##applicationset.

1. From the tree view of the Admin Console, select the InputCurrency

dimension.

2. FromtheActionPane,selectMaintaindimensionmembers.

The InputCurrency.xls workbook is opened.

3. Press [Alt]+[Tab] to switch back to Excel.

4. Select the sheet named InputCurrency.

5. HighlighttheentiresheetandselectEdit/Copy.

6. Press[Alt]+[Tab]toswitchbacktotheAdminConsole.

7. Highlighttheentiresheet⇒hitthedeletekey

8. Rightclickandfromthepopupmenu,selectPaste.

9. Verifythatyourscreenlookssimilartothefollowing:

Figure 269: Example

Note: AppShell by default has LC (local currency) as a reporting

currency. The‘Y’designatesadditionalreportingcurrencies. The‘M’or

‘D’indicateswhethertherateisdetermined: multiplyordivide.

10. FromtheActionPane, selectSavetoServer.

11. FromtheActionPane, selectProcessdimension.

12. TheProcessdimensionsdialogboxisdisplayed. Selectasfollowsandafter

that click OK:

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BPC310 Lesson: Labs

Figure 270: Process Dimensions

13. Whenprompted,“Thetaskhasbeensuccessfullycompleted”,selectOK.

Lab 7 – Updating the Entity Dimension and Creating

a Hierarchy

Objective: Changethedefaultentitymemberstoonesthatareneededforyour

STUDENT_## application set.

Description: Modifytheentitymembersbycopyingandpastingmembersfrom

theStudent_Dimensions.xlsworkbook. Removeuserdefinedpropertiesthatare

notneeded. Createasecondhierarchytoperformanalternateconsolidationof

the base level data.

ThislabisperformedusingyourSTUDENT_##applicationset.

1. FromthetreeviewoftheAdminConsole,selecttheEntitydimension.

2. FromtheActionPane,selectMaintaindimensionproperty.

3. Using the [Delete] key, delete the property FUNCTION and REGION

locatedinrows5and9. Verifythatyourscreenlookssimilartothefollowing:

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Unit7: Labs BPC310

Figure 271: Example 1

4. FromtheActionPane,selectModifyDimensionProperty.

5. When prompted “This dimension must be processed because the InApp

propertyhasbeenchangedforEntity”, selectOK.

6. Whenprompted,“Thetaskhasbeensuccessfullycompleted”,selectOK.

7. Openfile“Student_Dimensions.xls”inyourownFolderCPM310–##. Go

to Tab card “Entity”.

ForthecolumnsOwnerandReviewerfillinADTWDFVM2001\CPM-##

for all Entities. ### is your Monitor Number. Save your file afterwards.

Leave it open.

Note: ADTWDFVM2001istheDomainNameofyoursystem.

You could find the Domain Name of the system as follows: Start →

Settings→ControlPanel→System→TabCardComputerName.

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BPC310 Lesson: Labs

Figure 272: Example 2

8. FromthetreeviewoftheAdminConsole,selecttheEntitydimension.

9. FromtheActionPane,selectMaintaindimensionmembers.

The Entity.xls workbook is opened.

10. Press [Alt]+[Tab] to switch back to Excel.

11. Select the sheet named Entity.

12. HighlighttheentiresheetandselectEdit/Copy.

13. Press[Alt]+[Tab]toswitchbacktotheAdminConsole.

14. Highlight the entire sheet.

15. Rightclickandfromthepopupmenu,selectPaste.

16. Toaddanotherhierarchy: selectcolumnEtohighlighttheentirecolumn.

17. Rightclickandfromthepopupmenu,selectInserttoinsertanewcolumn.

18. Go to cell E1 and type PARENTH2.

19. FillinthefollowingtextsintothePARENTH2column:

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Unit7: Labs BPC310

Figure 273: Example 3

20. FromtheActionPane, selectSavetoServer.

21. FromtheActionPane, selectProcessdimension.

22. TheProcessdimensionsdialogboxisdisplayed. Selectasfollowsandafter

that click OK:

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BPC310 Lesson: Labs

Figure 274: Process Dimensions

23. Whenprompted,“Thetaskhasbeensuccessfullycompleted”,selectOK.

Lab 8 – Updating the IntCo Dimension

Objective: Changethedefaultintercompanymemberstoonesthatareneededfor

your STUDENT_## application set.

Description: Modifytheintercompanymembersbycopyingandpastingmembers

from the Student_Dimensions.xls workbook.

ThislabisperformedusingyourSTUDENT_##applicationset.

1. FromthetreeviewoftheAdminConsole,selecttheIntCodimension.

2. FromtheActionPane,selectMaintaindimensionmembers.

The IntCo.xls workbook is opened.

3. Press [Alt]+[Tab] to switch back to Excel.

4. Select the sheet named IntCo.

5. HighlighttheentiresheetandselectEdit/Copy.

6. Press[Alt]+[Tab]toswitchbacktotheAdminConsole.

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Unit7: Labs BPC310

7. Highlight the entire sheet.

8. Rightclickandfromthepopupmenu,selectPaste.

9. Verifythatyourscreenlookssimilartothefollowing:

Figure 275: Example

Note: Entity is a property of IntCo because it is used to do inter unit

eliminations.

10. FromtheActionPane, selectSavetoServer.

11. FromtheActionPane, selectProcessdimension.

12. TheProcessdimensionsdialogboxisdisplayed. Selectasfollowsandafter

that click OK:

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