BPC310_EN_Col91_FV_Part_A4 (第6页)

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8.

UndertheDestinationheading,clickonthe Selectbuttontotheright

of the Category drop-down list box.

9. SelecttheFORECASTcategoryandthenclickthe'CopySelected'button.

10.

UndertheSourceheading,clickonthe Selectbuttontotherightof

the Time drop-down list box.

11. Select2008.JAN,2008.FEBand2008.MARtimemembersbyusingthe

[Shift]keyandthenclickthe'CopySelected'button.

12. Leavetheotherdefaultsasisandcomparetothefollowingexample:

Figure 378: Data Management Package 2

13. Click on Next.

14. Intheconfirmationwindow,verifythatyourselectionsarecorrectandthen

click on Finish to start the copy.

15. Whenprompted“Therequesttorunthepackageontheserverwassuccessful.

The package is now running” select OK.

16. From the Action Pane, select View Status.

17. ClickontheRefreshStatuseverycheckbox. Thiswillrefreshthedisplay

every 5 seconds, by default.

18. Afterafewmoments,verifythatyourPackageStatuswindowlookssimilar

to the following:

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BPC310 Lesson: Labs

Figure 379: Package Status 1

19. Select Close to close the status window.

20. SelecttheCopypackageandthenselectRun.

21. EnsurethattheCopysettingsmatchthefollowing:

Figure 380: Data Management Package 3

22. Click Next to continue.

23.

UndertheSourceheading,clickonthe Selectbuttontotherightof

the Category drop-down list box.

24. SelecttheBUDGETcategoryandthenclickthe'CopySelected'button.

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25.

UndertheDestinationheading,clickonthe Selectbuttontotheright

of the Category drop-down list box.

26. SelecttheFORECASTcategoryandthenclickthe'CopySelected'button.

27.

UndertheSourceheading,clickonthe Selectbuttontotherightof

the Time drop-down list box.

28. Select2008.APR,2008.MAY,2008.JUN,2008.JUL,2008.AUG,2008.SEP,

2008.OCT,2008.NOVand2008.DECtimemembersbyusingthe[Shift]

keyandthenclickthe'CopySelected'button.

29. Leavetheotherdefaultsasisandcomparetothefollowingexample:

Figure 381: Data Management Package 4

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BPC310 Lesson: Labs

30. Click on Next.

31. Intheconfirmationwindow,verifythatyourselectionsarecorrectandthen

click on Finish to start the copy.

32. Whenprompted“Therequesttorunthepackageontheserverwassuccessful.

The package is now running” select OK.

33. From the Action Pane, select View Status.

34. ClickontheRefreshStatuseverycheckbox. Thiswillrefreshthedisplay

every 5 seconds, by default.

35. Afterafewmoments,verifythatyourPackageStatuswindowlookssimilar

to the following:

Figure 382: Package Status 2

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36. Select Close to close the status window.

37. SelectCanceltoclosetheDataManagerRunPackagewindow.

38. Click at the Home icon in the Action Pane.

2. Verifying the Forecast Data

1. Using the hyperlinks in the CV section of the Action Pane, change your

currentviewsettingstomatchthefollowing:

Figure 383: Example 1

2.

FromthetopoftheActionPane,clickonthe Homebuttontoreturnto

the Home Action Pane.

3. FromtheActionPane,selectReporting&Analysis.

4. FromtheActionPane,selectBuildareportusingadynamictemplate.

5. SelectthetemplateTrend, andthenselectOpen.

6. Whenprompted“Areporthasbeenbuiltforyou”,selectOK.

7. Verifythatyourreportlookssimilartothefollowing:

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BPC310 Lesson: Labs

Figure 384: Trend Report 1

8. Changeyourcurrentviewsettingstomatchthefollowing:

Figure 385: Example 2

Note: TheGM_Percentaccountwascreatedinapreviouslabandisa

dependent of the Stats parent account.

Figure 386: Example 3

9. Verifythatyourreportlookssimilartothefollowing:

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Figure 387: Trend Report 2

10. Highlight the data cells L47 through P47.

11. From the Excel Format menu, select Cells.

12. Select the Number panel.

13. SelectthePercentagecategoryandsetthedecimalplacesto4.

14. Select OK.

15. VerifythattheGrossMargin%valuesmatchthefollowing:

Figure 388: Trend Report 3

Note: TheGrossMargin%calculationwascreatedinapreviouslabas

adimensionformulasothatmeansthevaluesarecalculatedwhenever

GM_Percentisusedinareportforexampleinadditiontobeingstored

in the data base.

From the Excel File menu, select Close.

16. Whenprompted,“Doyouwanttosavethechanges…?”selectNo.

17. Changeyourcurrentviewsettingstomatchthefollowing:

Figure 389: Example 4

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Lab 18 – Loading Data into the Sales Application and

Executing a Currency Translation

Objective: SuccessfullyloaddataintotheSalesapplicationusingconversionfiles

andatransformationfile. Afterthatexecuteacurrencytranslation.

Description: Transferanon-load-readyimportfilefromyourlocalmachinetothe

server using the Upload data file option.

UsingDataManager,createconversionfileswhichwillmaptheexternalnames

usedintheimportfiletotheinternaldimensionmemberidsusedinSAPBusiness

Planning and Consolidation.

Create a transformation file which references the conversion files. Launch the

import package to load data into the Sales application of your STUDENT_##

application set.

View the package status and verify the import by creating a report in BPC for

Excel.

WiththehelpoftheFXRestatepackageexecuteacurrencytranslation.

ThislabisperformedusingyourSTUDENT_##applicationset.

1. UploadingtheDataFile&CreatingtheConversionFiles

1. FromtheActionPane,clickonFINANCEintheCVsection.

2. The BPC Logon screen is displayed.

3. FromtheApplicationdropdownlistbox,selecttheSALESapplicationas

shown below and then click OK.

Figure 390: BPC Logon

4. UsingthehyperlinksintheCVsectionoftheActionPane,changethecurrent

view settings to match the following.

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Figure 391: Example 1

5. FromtheActionPane, selectManageData.

6. FromtheActionPane, selectUploaddatafile.

7.

FortheSourceFilefield,clickontheonthe Selectbuttontoselectthe

Pet Depot Sales Data.txt load file located in your CPM310–## folder.

Select Open.

8.

FortheDestinationFilefield,clickontheonthe Selectbuttonandsave

the file with the same name into the Company → DataFiles → MY Files

folder on the BPC server.

9. Select OK to upload the file.

10. Whenprompted,“Filetransferredsuccessfully”,selectOK.

11. FromtheActionPane, selectPreviewdatafile.

Figure 392: Data Preview

12. SelectthePetDepotSalesData.txtandthenselectOpen.

13. Select the data type and delimiter asshown:

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Figure 393: Data Preview

What’s wrong with time and entity?

NoticethattheexternalEntityandTimenamesneedtobemappedtovalid

BPC Entity and Time members.

14. SelectCanceltoclosetheDataPreviewdialogbox.

15. FromtheActionPane,selectMaintainconversions.

16. From the Action Pane, select Create new conversions and enter the

following external and internal date information into the conversion

worksheet: (Beforeyoudothis,readthetipsbelow)

Figure 394: Example 2

Tip for External:

To build the above external data, enter the first two months and then use

thecrosshairs(righthandlowercornerofcellA3)withyourcursortodrag

and fill the last 10 months:

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Figure 395: Example 3

Figure 396: Example 4

17. Tip for Internal:

FortheInternaltimemembers⇒gototheCurrentViewforTime⇒Openup

the nodes and check off the months:

Figure 397: Time

18.

Select the copy icon ⇒ OK

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Figure 398: Copy Members

19. Select cell B2 ⇒ Right click ⇒ Paste!

20. From the Action Pane, select Validate and save conversion definitions.

(Note the location of this file)

Figure 399: Example 5

21. IntheFileNamefield,enterPDTimeandclickSave. (Nowyourfileissaved

totheserver, ifitwassavedtoyourlocaldrivetheBPCcannotuseitand

your load will fail).

22. Whenprompted,“Theconversionfileupdatedsuccessfully”selectOK.

23. FromtheActionPane,selectCreatenewconversionandenterthefollowing

into the conversion worksheet: (Tip: fill in the first two entities and then

use Excel to fill in the rest)

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Figure 400: Example 6

24. FromtheActionPane,selectValidateandsaveconversiondefinitions.

25. IntheFileNamefield,enterPDEntityandclickSave.

26. Whenprompted,“Theconversionfileupdatedsuccessfully”selectOK.

27. WhatifyouwantedtoskipPetStore24? Launchthehelpviathedropdown

in column D ⇒ Conversion File:

Figure 401: Example 7

2. Creating the Transformation File

1.

FromthetopoftheActionPane,clickonthe Backbuttontoreturntothe

previous menu.

2. FromtheActionPane,selectMaintaintransformation.

3. From the Action Pane, select Create new transformation and enter the

followinginformationintothe*CONVERSIONsectionofthetransformation

worksheet:

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BPC310 Lesson: Labs

Figure 402: *CONVERSION section

4. FromtheActionPane,selectValidateandsavetransformationdefinitions.

5. IntheFileNamefieldtypeSalesTrans,thenclickSave. (Again,thisfileis

now saved on the BPC Server for MyFiles.)

3. Loading the Data

1.

FromthetopoftheActionPane,clickonthe Backbuttontoreturntothe

previous menu.

2. FromtheActionPane,selectRunadatamanagementpackage.

3. SelecttheImportpackageandthenselectRun.

4.

IntheImportfilefield,clickonthe SelectbuttontoselectthePetDepot

SalesData.txtloadfileandthenselectOpen.

5.

IntheTransformationfilefield, clickonthe Selectbuttontoselectthe

SalesTrans.xlstransformationfileandthenselectOpen.

6. LeaveallotherfieldswiththeirdefaultsthenclickonNext.

7. SelecttheoptionNo,donotcheckworkstatussettingsthenclickonFinish

to start the load.

8. Whenprompted“Therequesttorunthepackageontheserverwassuccessful.

The package is now running” select OK.

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9. From the Action Pane, select View Status.

10. ClickontheRefreshStatuseverycheckbox. Thiswillrefreshthedisplay

every 5 seconds, by default.

11. After a few moments, verify that your Package Status window looks like

the following:

Lookfor'PackageStatus1'amongthescreenshotslistedbelow.

Figure 403: Package Status 1

12. Select Close to close the status window.

13. SelectCanceltoclosetheDataManagerRunPackagewindow.

14. UsingtheExcelFilemenu,Closethetransformationfileandconversionfiles.

4. Executing the Currency Translation

ClickHOMEintheBPCforExcelmodeandthenselectManageData→Runa

DataManagementPackage. Withinthepackagegroup“FinancialProcesses”

selectPackage“FXRestatement”. SelectRun. Inthenextpop-upselect“No,

do not check work status settings”.

Inthenextpop-upselect“Actual”asCategory,leavetheotherfieldsblank. Select

Next,thenFinish,thenOK.AfterthatselectViewStatus.

You should get a similar result:

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BPC310 Lesson: Labs

Figure 404: Package Status 2

Select Close, then Cancel.

5. Verifying the Data Load

1. Ensurethatthecurrentviewsettingsmatchthefollowing:

Figure 405: Example 8

2.

FromthetopoftheActionPane, clickonthe Homeicontoreturnto

the Home Action Pane.

3. FromtheActionPane,selectReporting&Analysis.

4. FromtheActionPane,selectBuildareportusingadynamictemplate.

5. SelectthetemplateTrend, andthenselectOpen.

6. Whenprompted“Areporthasbeenbuiltforyou”,selectOK.

7. Verifythatyourreportlookssimilartothefollowing:

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Figure 406: Trend Report 1

8. Click on the plus sign (+) above column H.

9. Clickontheplussign(+)totheleftofrow39.

10. Change your Control Panel Row and Column Dimension, Suppress

Zero/Column,andExpansionOptionsettingstomatchthefollowing:

Figure 407: Control Panel

11. Click on the 'Expand All' button.

12. Clickontheminussign(–)abovecolumnH.

13. Clickontheminussign(–)totheleftofrow39.

Note: TheControlPanelwillbecoveredinmoredetailinasubsequent

section.

14. Verifythatyourreportlookssimilartothefollowing:

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Figure 408: Trend Report 2

15. From the Excel File menu, select Close.

16. Whenprompted,“Doyouwanttosavethechanges…?”selectNo.

17. Leave the BPC for Excel mode open.

Lab 19 – BPC for Excel Navigation

Objective: Access BPC for Excel and change the current view dimension

membersusingthememberselectorfilteringoptions.

Description: Thememberselectorhasvariousfilteringoptionsthatallowyouto

easilyfinddimensionmemberswhenchangingthecurrentview.

ThislabisperformedusingyourSTUDENT_##applicationset.

1. You are in BPC for Excel and within the current view you click at the

dropdownboxforApplicationyouselectFinanceinsteadofSales.

2. Then click at the Dimension ACCOUNT in the CV section of the Action

PaneandthesocalledMEMBERLOOKUPopens.

3.

Fromthetopofthememberselectordialogbox,clickonthe Showor

hide filtering window tool.

4. Verifythatyourmemberselectorwindowlookssimilartothefollowing:

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Figure 409: Member Selector Window 1

5. Using the filtering drop down list boxes, select three filtering criteria as

shown in the following example:

Figure 410: Member Selector Window 2

6. Clickonthe'Refresh'buttontofilterthemembers.

7. Verifythatyourmemberselectorwindowlookssimilartothefollowing:

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BPC310 Lesson: Labs

Figure 411: Member Selector Window 3

8. FromtheViewmembersbydropdownlistbox,selectIDAndDescription

and notice the change.

9. SelectDescriptionOnly, noticethechangeandthenchangeitbacktoID

And Description.

10.

WiththeNetIncomeaccounthighlighted,clickonthe Showmember

properties tool.

11. Verifythatyourmemberpropertieswindowlookssimilartothefollowing:

Figure 412: Member Properties Window

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12. Select OK to close the Properties window.

13. SelectOKtoclosetheAccountmemberselectorwindow.

14. ClickontheENTITYdimensionintheCVsectionoftheActionPane.

15. Using the plus (+) sign, expand CONREGION and then expand

CONEUROPE.

16. Verifythatyourmemberselectorwindowlookssimilartothefollowing:

Figure 413: Member Selector Window 4

17. Rememberthehierarchyyoucreated? OpenuptheConstore_Typegroupand

viewit: (thenumbersinparenthesisrepresentthenumberofmembersineach

group. Also,yourgroupingsmayvaryfromwhatisshownbelow.

Figure 414: Member Selector Window 5

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BPC310 Lesson: Labs

18. IntheDataViewsection, selecttheTableoption

19. Verifythatyourmemberselectorwindowlookssimilartothefollowing:

Figure 415: Member Selector Window 6

20.

From the top of the member selector dialog box, click on the Find

members tool.

21. IntheMemberSearchdialogbox,typeSTORE21thenclickonthe'Search'

button.

22. Click on the 'Close' button.

23. Scrolldownthelistingofentities. YouwillnoticethatSTORE21isselected

as shown below:

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Figure 416: Member Selector Window 7

24. Flag STORE21, then select OK to change the current view entity to

STORE21.

25.

Clickonthe buttontotheleftofCVintheActionPane.

26. VerifythatyourCVsectionlookssimilartothefollowing:

Figure 417: Example 1

Note: This display option allows you to change multiple current view

settingsandapplyyourchangesinoneprocedureattheend,byclicking

on the button.

27. ClickonthedimensionnameTimetodisplaythememberselectorwindow.

28. IntheDataViewsection,selecttheHierarchyoption.

29. Expandthetimemember2008.TOTALandthenverifythatyourmember

selectorwindowlookssimilartothefollowing:

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BPC310 Lesson: Labs

Figure 418: Member Selector Window 8

30. Highlight2008.TOTAL,flagit,andthenselectOK.

31. ClickonthedropdownlistboxtotherightontheEntitydimension.

Note: The drop down box only displays the current and previously

selected members, to see all members, select the hypertext such as

‘Entity:’ in this case.

32. Select the entity CONREGION.

Note: Thesystemwillretainhistoryofthemembersthatwereselectedin

the past for all dimensions.

33. VerifythatyourCVsectionlookssimilartothefollowing:

Figure 419: Example 2

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Unit7: Labs BPC310

34.

Clickonthe buttontoconfirmyourchangestothecurrentview.

35. VerifythatyourCVsectionlookssimilartothefollowing:

Figure 420: Example 3

36. FromtheeToolsmenu, selectClientOptions.

37. Click on the 'Clear Current View' button.

Note: Thiswillclearthecurrentviewhistoryofpastselectedmembers,

for all dimensions.

38. Whenprompted“Doyoureallywanttoreinitializethecurrentview”,select

Yes.

39. Whenprompted“Successfullyreinitialized”,selectOK.

40. Clickonthe'Close'buttontoclosetheClientOptionswindow.

41. Remain in BPC for Excel.

Lab 20 – Working with Dynamic Report Templates

Objective: UseadynamicreporttemplatetobuildanSAPBusinessPlanningand

Consolidationreport. Customizethereportusingthebuilt-inControlPanel.

Description: SAPBusinessPlanningandConsolidationprovides“out-of-the-box”

dynamicreporttemplatesthatcanbeusedtoeasilycreatereports. Eachdynamic

reporttemplatecontainsaControlPanelthatallowsyoutocustomizethereport.

ThislabisperformedusingyourSTUDENT_##applicationset.

1. Changeyourcurrentviewsettingstomatchthefollowing:

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BPC310 Lesson: Labs

Figure 421: Example

2. FromtheActionPane,selectReporting&Analysis.

3. FromtheActionPane,selectBuildareportusingadynamictemplate.

4. SelectthetemplateAnybyAny,andthenselectOpen.

5. Whenprompted,“Areporthasbeenbuiltforyou”,selectOK.

6. Verifythatyourreportlookssimilartothefollowing:

Figure 422: Any by Any Report 1

7. Clickontheplussign(+)abovecolumnHandtotheleftofrow39toaccess

the Control Panel.

8. ChangeyourControlPaneldimension,expansionoption,andscalesettings

to match the following:

Figure 423: Control Panel

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Unit7: Labs BPC310

9. Click on the 'Expand All' button.

10. Click on the minus sign (–) above column H and to the left of row 39 to

close the Control Panel.

11. Select columns L through X.

12. FromtheExcelFormatmenu,selectColumn/Widthandsetthewidthof

the columns to 10.

13. Verifythatyourreportlookssimilartothefollowing:

Figure 424: Any by Any Report 2

14. ChangethecurrentviewcategorytoBUDGET.

15. Verifythatyourreportlookssimilartothefollowing:

Figure 425: Any by Any Report 3

16. ChangethecurrentviewcategorytoFORECAST.

Verifythatyourreportlookssimilartothefollowing:

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BPC310 Lesson: Labs

Figure 426: Any by Any Report 4

17. Leave the report open for the next lab.

Lab 21 – Using the Park N Go Feature

Objective: LockthedatabyusingtheParkNGofeaturesoyoucanviewthe

data in native Excel.

Description: The Park N Go feature allows you to lock the current view

settingsand/orthedatainareport. ParkingareportusingtheSettooffline(no

connectivity)optionwillallowyoutoopenthereportinnativeExcel. Thereport

canthenbeputbackonlinesolivedatacanberetrievedfromtheapplication.

ThislabisperformedusingyourSTUDENT_##applicationset.

1. From the Action Pane, select Park N Go.

2. FromtheActionPane,selectSettooffline(noconnectivity).

Hint: IfyoureceiveaMacroMessagewhichpreventstheofflinesetting

dothefollowing: Excel: Tools→Macro→Security.

Tab Card “Security” select “Low” and in the Tab Card “Trusted

Publishers”select“TrustAccesstoVisualBasicProject”.

Select “OK”.

3. FromtheeAnalyzemenu,selectSaveMyReports. Ifapopupcomesup“Do

youwanttolockdownthereportaftersavingit”selectYESandinthenext

pop-upselect“Offline–NoConnectivity”. AnswerwithYES.Inthenext

pop-upfillin“TrendReport”inthefield“FileName”. ThenpressSAVE.

4. Save the report as Trend Report.

5. ExitBPCforExcelandreturntoyourWindowsDesktop.

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6. From the Windows Start menu, select Programs/ Microsoft Office/

MicrosoftOfficeExcel2003tolaunchnativeExcel.

7. OpentheTrendReport.xlsworkbookselecting“MyRecentDocuments”

first then selecting the report itself.

8. NoticethatevenwithoutbeingconnectedtotheBPCserver, theRegional

ConsolidatedForecastdataintheworkbookisintact.

9. FromtheExcelFilemenu,selectExittoexitnativeExcelandreturntothe

Launch Page.

10.

FromtheLaunchPage,clickonthe BPCforExcelicon.

11. When the BPC logon screen is displayed, click OK to access BPC for

ExcelforSTUDENT_##andApplicationFINANCE.Enteryourpassword

if asked.

12. Changeyourcurrentviewsettingstomatchthefollowing:

Figure 427: Example

13. FromtheActionPane,selectReporting&Analysis.

14. From the Action Pane, select Open an existing report from My Report

folder.

15. Open the Trend Report.xls report.

16. From the Action Pane, select Park N Go.

17. FromtheActionPane,selectSettolivedataandlivecurrentview.

18. Verifythatyourreportlookssimilartothefollowing:

Figure 428: Report

Note: Thereportretrievesdatabasedonthecurrentviewsettings(Actual

from GL data for US Consolidated).

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BPC310 Lesson: Labs

19. FromtheExcelFilemenu,selectClose. Ifpromptedtosavechanges,choose

NO.

20. Remain in BPC for Excel.

Lab 22 – Working with the Dynamic Schedule

Templates

Objective: Useadynamicscheduletemplatetobuildaninputschedule. Enter

dataandsendthedatatotheserverusingtheEVSNDfunction.

Description: SAPBusinessPlanningandConsolidationprovides“out-of-the-box”

dynamicscheduletemplatesthatcanbeusedtoeasilycreateinputschedules. Like

thereporttemplates,thedynamicscheduletemplatesalsocontainaControlPanel

that allows you to customize the schedule.

ThislabisperformedusingyourSTUDENT_##applicationsetandforthe

FINANCE application.

1. Creating the Input Schedule

Changethecurrentviewsettingstomatchthefollowing:

Dimension Member

ENTITY STORE1

CATEGORY BUDGET

MEASURES PERIODIC

TIME 2008.TOTAL

ACCOUNT NETINCOME

RPTCURRENCY LC

DATASRC INPUT

INTCO NON_INTERCO

2. From the Action Pane, select Data Input.

3. FromtheActionPane,selectBuildascheduleusingadynamictemplate.

4. SelectthetoplefttemplateAccount-TrendandthenselectOpen.

317

Dimension	Member
ENTITY	STORE1
CATEGORY	BUDGET
MEASURES	PERIODIC
TIME	2008.TOTAL
ACCOUNT	NETINCOME
RPTCURRENCY	LC
DATASRC	INPUT
INTCO	NON_INTERCO

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Unit7: Labs BPC310

5. Whenprompted,“Aschedulehasbeenbuiltforyou”selectOK.Selectthe

Refresh button.

6. Clickontheplussign(+)abovecolumnJandtotheleftofrow37toopen

the Control Panel.

7. Move to cell AJ46.

Note: You can reach AJ46 if you position your cursor in any cell and

selectCTRL+G.Youwillgetapop-upandhereyoucanenterAJ46in

thefield“Reference”. YourcursorautomaticallygoesintocellAJ46.

8. FromtheExcelToolsmenu,selectFormulaAuditing/TracePrecedents.

9. View the EVSND formula.

10. From the Excel Tools menu, select Formula Auditing ⇒⇒⇒Remove All

Arrows.

11. Clickontheminussign(–)abovecolumnJandtotheleftofrow37toclose

the Control Panel.

12. Inputthefollowingdataintothe2008JANcolumn–ifsomedataisalready

filled overwrite it:

Figure 429: Schedule 1

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BPC310 Lesson: Labs

13. MovetocellO46andenterthefollowingExcelformula: =N46*1.03

Note: If you get an error message when you enter the formula then

exchange the “.” With “,”.

14. CopythenewlycreatedformulatocellsO46throughY77.

15. Verify that your schedule looks similar to the following: (the shading in

excelwillvaryoccasionally,soifthestylesaren’tquitethesameasyours,

it’s okay.)

Figure 430: Schedule 2

16. From the Action Pane, select Send data.

17. FromtheActionPane,selectSendactiveworksheet.

18. Whenprompted,“300datarecord(s)willbesent. Doyouwanttocontinue?”

select Yes.

19.

FromthetopoftheActionPane,clickonthe Backbuttontoreturntothe

previous menu.

20. From the Action Pane, select Park N Go.

21. FromtheActionPane,selectSettooffline(noconnectivity).

Note: Lockingdownascheduleallowsyoutoopenthesavedschedulein

nativeExcelwithoutbeingconnectedtotheBPCserver. Theoriginaldata

will be intact and not overwritten.

Hint: IfyoureceiveaMacroMessagewhichpreventstheofflinesetting

dothefollowing: Excel: Tools→Macro→Security.

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Tab Card “Security” select “Low” and in the Tab Card “Trusted

Publishers”select“TrustAccesstoVisualBasicProject”.

Select “OK”.

22. FromtheeSubmitmenu,selectSaveMySchedule. Ifapop-upcomesup

“DoyouwanttolockdowntheInputSchedulebeforesavingit”,selectYES.

Inthenextpop-upselect“Offline–noconnectivity”andconfirmwithOK.

Inthenextpop-upfillinBudgetScheduleforthefieldfilenameandselect

the SAVE button.

23. 1. ExitBPCforExcelandreturntoyourWindowsDesktop.

2. FromtheWindowsStartmenu, selectPrograms/MicrosoftOffice/

MicrosoftOfficeExcel2003tolaunchnativeExcel.

3. Open the Budget Schedule.xls workbook selecting “My Recent

Documents”firstthenselectingtheInputScheduleitself.

4. Fillin90000forcellN46andthenusetheExcelSAVEbutton.

5. FromtheExcelFilemenu,selectExittoexitnativeExcelandreturn

to the Launch Page.

6. FromtheLaunchPage,clickontheBPCforExcelicon.

7. When the BPC logon screen is displayed, click OK to access BPC

forExcelforSTUDENT_##andApplicationFINANCE.Enteryour

password if asked.

8. WithintheActionPaneselectDataInput→Openanexistingschedule

from My Schedules Folder.

9. ClickatyourBudgetSchedulefileandtheclickOPEN.

10. ThengoagaintoParkNGointheActionPaneandsettolivedataand

live current view.

11. ClosetheParkNGoSettingsintheActionPaneandthenselectSend

Data→SendDatafromActiveWorksheet.

12. Inthenextpop-upconfirmwithYES.ThenpresstheCLOSEbutton.

24. SaveyourInputScheduleonthecompanyfoldercreatingasubfolderunder

InputSchedules→ManagerandcallitCPM310–##. SavetheScheduleto

thissubfolderandcallitAccountTrendInputSchedule.

25. Leavethisinputscheduleopenforthenextlab.

Lab 23 – Working with Comments

Objective: UsingBPCforExcel,entertextualcommentsintotheapplication.

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BPC310 Lesson: Labs

Description: Commentsprovideavehicleforsubmitting,storing,andretrieving

textcommentaryassociatedwithBPCdatacellsorotherBPCunstructureddata

elements. It allows you to annotate the data so that other users can view the

commentsassociatedwithaparticulardatapoint.

This lab is performed using your STUDENT_## application set and the

FINANCE Application.

1. Entering Comments

WithyourInputScheduleopenfromthelastLabselectAddnewcomment

1.

from the Action Pane.

2. IntheActionPane,definethenewcommentcontextandCVvaluestomatch

the following example:

Note: Whenyoudon’tselectadimension,thecommentisstoredwitha

blank in the comment tables.

Figure 431: Action Pane 1

3.

Clickonthe buttontoadvancetoStep2.

4. Definethepriority,keywordandcommenttomatchthefollowingexample:

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Unit7: Labs BPC310

Figure 432: Action Pane 2

6.

Clickonthe buttontosubmitthecomment.

7. Whenprompted“Yourcommenthasbeenstoredinthedatabase”,selectOK.

8. Usingthesameprocedures,submitasecondcommentbasedonthefollowing

criteria.

Note: Ifadimensionisnotincludedinthecriteria, donotincludethat

dimension in the context of the comment.

Criteria Second Comment

Account TotOpExp

Category BUDGET

Entity STORE1

Time 2008.TOTAL

Priority Medium

Keyword Budget

Comment Budgeted expenses expected to

decrease by 2%.

9. SubmitanadditionalcommenttotheTotalOpExpaccountusingthefollowing

criteria:

Note: Ifadimensionisnotincludedinthecriteria, donotincludethat

dimension in the context of the comment.

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Account	TotOpExp
Category	BUDGET
Entity	STORE1
Time	2008.TOTAL
Priority	Medium
Keyword	Budget
Comment	Budgeted expenses expected to decrease by 2%.

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BPC310 Lesson: Labs

Criteria TotalOpExp account

Account TotOpExp

Category BUDGET

Entity STORE1

Time 2008.TOTAL

Priority Medium

Keyword Budget

Comment Budgeted expenses will need to

increaseby1%nextyear.

2. Viewing Comments in the Database

1. Togetanimpressionofhowandwherethecommentsarestoredgotothe

data tables for comments.

2. Navigate as follows:

Start → Programs → Microsoft SQL Server 2005 → SQL Server

Management Studio.

3. Inthenextpop-upselectasgiveninthescreenshotwithXXXXassystem

number:

Figure 433: Pop-Up

4. ClickatConnectandnavigateasfollowsforyourgroup##tothe“Tables”

node.

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Account	TotOpExp
Category	BUDGET
Entity	STORE1
Time	2008.TOTAL
Priority	Medium
Keyword	Budget
Comment	Budgeted expenses will need to increaseby1%nextyear.

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Unit7: Labs BPC310

Figure 434: Example 1

5. WithinthefolderTablesselectthedatatabledbo.CommentFinance. Right

mouse click and select Open Table.

6. You should see something similar to:

Figure 435: Example 2

7. Close the SQL Server Management Studio and return to your BPC Excel

mode with the Input Schedule open.

3. Viewing Comments

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BPC310 Lesson: Labs

1. FromtheActionPane, selectViewcomments.

2. In the Action Pane, define the comment search context and CV values to

match the following example:

Figure 436: Action Pane 3

3.

Clickonthe buttontoadvancetoStep2.

4. Instep2,setthesearchcriteriatomatchthefollowingexample:

Figure 437: Action Pane 4

5.

Clickonthe buttontoadvancetoStep3.

6. Instep3,setthesearchcriteriatomatchthefollowingexample:

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Unit7: Labs BPC310

Figure 438: Action Pane 5

7.

Click on the button to view the comments. To see them click at the

“SAP-CommentList”mode. Youshouldreceivetheasimilarresult:

Figure 439: Example 3

8. Now you want to see the other comments. Select View comments again

within your Excel mode.

9. In the Action Pane, define the comment search context and CV values to

match the following example:

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BPC310 Lesson: Labs

Figure 440: Action Pane 6

10.

Clickonthe buttontoadvancetoStep2.

11. Instep2,setthesearchcriteriatomatchthefollowingexample:

Figure 441: Action Pane 7

12.

Clickonthe buttontoadvancetoStep3.

13. Instep3,setthesearchcriteriatomatchthefollowingexample:

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Unit7: Labs BPC310

Figure 442: Action Pane 8

Clickonthe buttontoviewthecomments. Youshouldreceiveasimilar

result:

Figure 443: Example 4

14. Toseeallthreeofyourcomments,proceedasbeforeandonlyselectCategory

with Budget:

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BPC310 Lesson: Labs

Figure 444: Action Pane 9

15. Instep2,setthesearchcriteriatomatchthefollowingexample:

Figure 445: Action Pane 10

16.

Clickonthe buttontoadvancetoStep3.

17. Instep3,setthesearchcriteriatomatchthefollowingexample:

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Unit7: Labs BPC310

Figure 446: Action Pane 11

Clickonthe buttontoviewthecomments. Youshouldreceiveasimilar

result:

Figure 447: Example 5

18. Close the Browser and close your Input Schedule without saving. Leave

BPC for Excel open.

Lab24 – Comments in Columns and in Excel Comment

Box

Objective: Using BPC for Excel and the EVCOM function, enter textual

comments into the application.

Description: Entering comments for data cells or empty cells in a planning

workbook is a common requirement.

This lab is performed using your STUDENT_## application set. and

FINANCE application.

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BPC310 Lesson: Labs

1. COMMENTS IN COLUMNS

Entering Comments

1. WithinBPCforEXCELadaptyourCurrentViewasfollows:

Figure 448: Action Pane 1

2. Select HOME, then Data Input → Build a Schedule using a Dynamic

Template.

SelectAccount–TrendandclickOPEN,thenOK.

You should receive a similar result:

Figure 449: Schedule 1

3. Insert 3 columns as shown below and type in the column headers and set

the new columns to a width of 14.

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Unit7: Labs BPC310

Figure 450: Schedule 2

4. Open up the control panel by clicking on the two plus signs in column J

androw37andsetExpansionActivetoOFFfortheTimecolumn. Click

atExpandall. IfpromptedtoClearInputselectYES.LeavetheAction

Pane open.

5. SelectSetWorkbookOptionsandmakesurethatReadOptionsforthe

CommentisputtoWithinCell. SelectOKthen.

6. GotocellAJ44andenterEVCOMFunctions. FormatBoldandunderlined.

7. GotocellAJ45andenterCommentJAN2007,formatBoldandunderlined.

GotocellAK45andenterCommentFEB2007,formatBoldandunderlined.

GotocellAL45andenterCommentMAR2007,formatBoldandunderlined.

8. Go into cell AJ46 and build the EVCOM Function which shall store the

comment for January 2007 to the server. Write =evcom( in the cell, then

clickatthe iconandthenconfigureasfollows:

Figure 451: Function Arguments 1

9. CopythefunctionbutonlydownwardswithincolumnAJasfarasdatarows

shownintheshadedareaontheleftexist(aboutfourrows).

10. ThengointocellAK46andagainentertheEVCOMFormulaforFebruary

2007 here:

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BPC310 Lesson: Labs

Figure 452: Function Arguments 2

11. CopythefunctionbutonlydownwardswithincolumnAKasfarasdatarows

shownintheshadedareaonheleftexist(aboutfourrows).

12. Go into cell AL46 and build the EVCOM Function which shall store the

comment for March 2007 to the server:

Figure 453: Function Arguments 3

13. CopythefunctionbutonlydownwardswithincolumnALasfarasdatarows

shownintheshadedareaonheleftexist(aboutfourrows).

14. Close the Control Panel.

15. SavetheInputScheduletotheserverusingtheManager→CPM_##folder.

NametheInputScheduleM100InputScheduleCommentinColumns.

2. Plan Data and Set Comments

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Unit7: Labs BPC310

1. Plan 100 for Jan2007 and Cash and write the comment “Comment on

Cash”inthecommentcell. SelectSendData. Youwillreceiveamessage

that also the comment is stored.

2. Createasecondcommentforthesamedata. Write“Secondcommenton

Cash” and Send Data again.

3. Plan 200 for Feb2007 and Cash and write the comment “Feb Comment

on Cash”. Send Data again.

You should get a similar result:

Figure 454: Example 1

3. Reporting of Comments

1. Nowreportonyourcommentsbychoosing‘Home’andusingthe“OPEN

SYSTEMREPORTS”taskoftheActionPane.

Ifyoureceivetheinformation“thereisnoreport”youwillhavetoactivate

allsystemreportsfirst. ThisisexplainedinStep2. Ifthereportsareactive

skipStep2anddirectlycontinuewithStep3.

Figure 455: Example 2

2. Select Available Interfaces from the Action Pane and click at BPC

Administration. WithinBPCAdministrationmakesurethatyouarelogged

ontotheSTUDENT_##ApplicationSetandselectPublishReportsfrom

the Action Pane.

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BPC310 Lesson: Labs

Figure 456: Action Pane 2

InthenextscreenselectallReportsmanuallyandclickat :

Figure 457: Action Pane 3

When the system has finished click :

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Unit7: Labs BPC310

Figure 458: Action Pane 4

Return to BPC for Excel and via HOME select OPEN SYSTEM

REPORTS.Nowyoushouldseethereportlist:

Figure 459: Example 3

3. ClickatCOMMENTSREPORTandinthenextscreenselectasfollows

and confirm with :

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BPC310 Lesson: Labs

Figure 460: Example 4

You should receive a similar result:

Figure 461: BPC Comment Report 1

4. ClosetheBrowserandclosetheInputSchedulewithoutsavingthechanges.

Stay in BPC for Excel.

4. COMMENTS IN COMMENT Pop-up's

1. Hereyouonlywantcommentsforonemonth. Setyourcurrentviewto:

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Unit7: Labs BPC310

Figure 462: Action Pane 5

2. SelectHOMEandcreateanewInputScheduleofAccount-Trendtype.

3. You should receive a similar result:

Figure 463: Example 5

4. SelectSetWorkbookOptionsandmakesurethatReadOptionsforthe

CommentisputtoAsExcel-Popup. SelectOKthen.

5. Open up the Control Panel.

6.

GointocellAM46andenter=evcom(. Afterthatclickatthe iconand

configure your formula as follows.

Figure 464: Function Arguments 4

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BPC310 Lesson: Labs

7. CopyyourformuladownincolumnAMuntilrow50.

8. Close up the Control Panel.

9. SavetheInputScheduleontheservertofolderManager→CPM310_##as

M200 Comments in Excel Popup.xlt.

10. Go into cell N46 and right mouse click. Select Insert Comment. Don't

enter anything.

11. ClickattheRefreshWorkbookIcon. Asaresultyoushouldseeacomment

you had given before:

Figure 465: Comment 1

12. Add a third comment in the Comment Box:

Figure 466: Comment 2

13. Save this comment to the server by selecting Send Data → Send active

Worksheet.

Result is the following:

Figure 467: Comment 3

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Unit7: Labs BPC310

14. NowreportonyourcommentsbychoosingHOMEandusingthe“OPEN

SYSTEMREPORTS”taskoftheActionPane.

15. ThenselectCommentsReportwithintheApplicationsReports,selectthe

historycheckboxandcheckthegreencheckmark.

Figure 468: Example 6

You should receive a similar result:

Figure 469: BPC Comment Report 2

16. ClosetheBrowserandtheInputSchedulewithoutsavingchangesbutleave

open BPC for Excel.

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BPC310 Lesson: Labs

Lab 25 – The Offline Distribution Wizard

Objective: UsingtheOfflineDistributorfeature,performthethreerequiredsteps

todistributeandcollectinputschedulestoremoteusers:

• Createandsaveaninputscheduletobedistributed.

• Create a new distribution list.

• DistributetheinputschedulesbyusingtheOfflineDistributor.

Description: LearnhowtousetheOfflineDistributionWizard.

This lab is performed using your STUDENT_## application set and the

Finance Application.

1. Creating a new Account

1. GototheBPCAdministration→ManageApplicationSets→Dimension

Library. Select the Account Dimension and select Maintain Dimension

Members.

2. CreatethememberNEWACCOUNTasacopyfrommemberExternalSales.

SelectSavetoServerandProcessDimension,doafullprocessanddeselect

Take System Offline.

3. Click at your Application Set and select Refresh Client-side Dimension

Files.

4. IfyouhaveBPCforExcelopen,closeitandre-openittorefreshthenew

account to the front end.

2. Creating the Input Schedule

1. In BPC for Excel set your current view:

Current View 1

Application Finance

Account Newaccount

Category Budget

Datasrc Input

Entity Coneurope

Intco Non_Interco

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Application	Finance
Account	Newaccount
Category	Budget
Datasrc	Input
Entity	Coneurope
Intco	Non_Interco

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Unit7: Labs BPC310

Application Finance

Rptcurrency LC

Time 2007.Total

Measures Periodic

Note: ConeuropeisanodewhichcoversStore5andStore7

2. FromtheDataInputselectBuildaScheduleusingadynamictemplate.

3. SelecttheEntity-TrendtemplateandthenselectOpen.

4. Whenprompted,“Aschedulehasbeenbuiltforyou”,selectOK.

5. MakesurethattheControlPanelisconfiguredasfollows:

Figure 470: Control Panel 1

Note: It'sveryimportanttoselecttheEntity-TrendInputScheduleifyou

wanttosplittheEntitieslater. Entityshouldstayintherow.

It'salsoa“MUST”tosettheExpansionOptiontoSELFfortheEntity. If

yousetEVBASandyousplitthesystemwilllookfortheBasisMembersof

Store5andStore7andsincebotharealreadyleavesandnonodesthesystem

willnotfindanythingtosplit. UsingSELFwilldeliverStore5andStore

7 i.e. (them)-selves.

SelectExpandAllandifpromptedtocleardata,selectOK.

You should receive the following results:

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Application	Finance
Rptcurrency	LC
Time	2007.Total
Measures	Periodic

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BPC310 Lesson: Labs

Figure 471: Example 1

6. Close the Control Panel.

7. FromtheeToolsmenu, selectSaveDynamicTemplate. SaveyourInput

Schedule into the Manager folder.

SaveyourfileasM99BudgetInputScheduleandselectSave.

8. Close the template.

Note: M99 Budget Input Schedule.xlt is the schedule that you will

distributewiththedistributionlistthatiscreatedinthenextsection.

3. Creating the Distribution List

1. FromtheePublishmenu,selectManageDistributionList→New.

2. MovetocellB3andenterBudgetScheduleDistributionList.

3. MovetocellB6andenterBudgetSchedule.

4. Move to cell C8 and enter TREND.

5. MovetocellD8andenterM99BudgetInputSchedule.xlt.

6. MovetocellC11andhardcodethecategorymemberbyenteringBUDGET,

replacing the EVCVW function.

7. MovetocellC12andhardcodethetimememberbyentering2007.Total,

replacing the EVCVW function.

8. Move to cell C13 and hard code the currency member by entering LC,

replacing the EVCVW function.

9. Move to cell C14 and hard code the intercompany member by entering

NON_INTERCO,replacingtheEVCVWfunction.

10. Highlightrow14andselectInsert→Rows.

11. Copy the contents of row 15 to row 14.

12. MovetocellB14andchangetheformulato=EVDIM(EVAPP(),"D")

13. MovetocellC14andhardcodetheDataSourcememberbyenteringInput

replacing the EVCVW function.

14. Move to cell A21 and enter STORE5.

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