BPC310_EN_Col91_FV_Part_A4 (第7页)

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Unit7: Labs BPC310

15. Move to cell B21 and enter SWUSER3.

16. Move to cell A22 and enter STORE7.

17. Move to cell B22 and enter UKUSER3.

Note: A separate schedule will be generated for both SWUSER3 and

UKUSER3inorderforthemtoentertheirBudgetdatainnativeExcel.

Delete rows 28 through 47.

18.

19. VerifythatyourOfflineDistributionListlookslikethefollowing:

Figure 472: Offline Distribution List

20. FromtheePublishmenu,selectManageDistributionList→Saveas.

21. Whenprompted,“Doyouwanttovalidatethedistributionlistbeforesaving

it?” select Yes.

22. Whenprompted“Validationwassuccessful”,selectOK.

23. SavethefileasBudgetScheduleDistributionListinthePDBooksfolder.

24. Close the workbook.

4. Distributing the Schedules

1. FirsttogoTools→Macro→Securityandselectasfollows:

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BPC310 Lesson: Labs

Figure 473: Security 1

Figure 474: Security 2

Select OK afterwards.

2. FromtheePublishmenuselectOfflineDistributionWizard.

3. LeavetheDistributionoptionselectedandthenselecttheoptionLockdown

and Save to folder.

4. Click on the 'Distribute Now' button.

5. SelecttheBudgetScheduleDistributionList.xlsworkbook.

6. Verify that the destination path is set to the following for the field Select

Folder for saving lockdowned workbook:

MyDocuments→outlookSoft→ADTWDFVM2001→CPM-##→AppInfo

→ Student_## → PD Files → Loadedbox

7. Select Next to continue.

8. Leave the BUDGET SCHEDULE section selected then select Next to

continue.

9. On the Summary screen, select Process to start the distribution of the

schedules.

10. Select Finish when finished.

11. Close BPC for Excel.

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5. Entering Data in Native Excel

1. Launch Windows Explorer.

2. OpenMyDocuments→outlookSoft→ADTWDFVM2001→CPM-##→

AppInfo→Student_##→PDFiles→Loadedbox

3. Verifythatyourfoldercontainsthefollowingfiles:

Figure 475: Example 2

4. Double click on the SWUSER3)STORE5)Budget Schedule.XLS file to

openthedistributedscheduleinnativeExcel.

You will receive the following results:

Figure 476: Schedule 1

Enterthevalueof100forthe“Newaccount”accountforalltwelvemonths

of 2007.

5. UseFile→SaveinExcelandthenClosetheworkbook.

6. NowclickontheUKUSER3)STORE7)BudgetSchedule.XLSfiletoopen

the distributed schedule in native Excel.

You will receive the following results:

Figure 477: Schedule 2

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BPC310 Lesson: Labs

Enterthevalueof200forthe“Newaccount”accountforalltwelvemonths

of 2007.

UseFile→SaveinExcelandthenClosetheworkbook.

7. ExitnativeExcelandcloseWindowsExplorerandreturntoyourWindows

desktop.

Note: The remote schedules will be collected and entered into the

application in the next section.

6. Collecting the Data

Use the Data Collection feature to load data from remote schedules into the

database using a batch process.

MakesurethatyouareinBPCforEXCELandloggedontotheSTUDENT_##

application set and the FINANCE application.

Set the current view as follows:

Current View 2

Application Finance

Account Newaccount

Category Budget

Datasrc Input

Entity Coneurope

Intco Non_Interco

Rptcurrency LC

Time 2007.Total

Measures Periodic

1. FromtheePublishmenu,selectOfflineDistributionWizard.

2. SelecttheCollectionoptionandclickonthe'CollectNow'button.

3. Select the Local Folder option.

4.

Click on the browse button and change the source directory to the

following:

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Application	Finance
Account	Newaccount
Category	Budget
Datasrc	Input
Entity	Coneurope
Intco	Non_Interco
Rptcurrency	LC
Time	2007.Total
Measures	Periodic

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Unit7: Labs BPC310

MyDocuments→outlookSoft→ADTWDFVM2001→CPM-##→AppInfo

→ Student_## → PD Files → Loadedbox

Figure 478: Example 3

Select OK.

5. Click on the Select All check box to select both workbook files and then

select Next to continue.

6. OntheSummaryscreen,selectProcesstoloadthedataintotheapplication.

7. Whenprompted“Collectionwassuccessful”,selectOK.

Figure 479: Example 4

8. Select Finish.

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BPC310 Lesson: Labs

7. Verifying the Data Collection

1. ChangethecurrentviewsettingstothefollowingwithinBPCforExcel:

Current View 3

Application Finance

Account Newaccount

Category Budget

Datasrc Input

Entity Coneurope

Intco Non_Interco

Rptcurrency LC

Time 2007.Total

Measures Periodic

2. SelectHome. FromReportandAnalysis,selectBuildaReportusinga

dynamic Template.

3. SelecttheTrendtemplateandthenselectOpen.

4. Whenprompted,“Areporthasbeenbuiltforyou”,selectOK.

5. Configure your Control Panel as follows:

Figure 480: Control Panel 2

Select EXPAND ALL.

6. Verifythatyourreportlookssimilartothefollowing:

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Application	Finance
Account	Newaccount
Category	Budget
Datasrc	Input
Entity	Coneurope
Intco	Non_Interco
Rptcurrency	LC
Time	2007.Total
Measures	Periodic

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Unit7: Labs BPC310

Figure 481: Report

7. Closethereportanddonotsaveanychanges.

8. Stay in BPC for Excel.

Lab26 – Creating and Publishing a BPC Book

Objective: Create and publish a BPC Book.

Description: Youcancreatereportsthatvarybydifferentdimensionsandplace

theminabookforbatchpublicationpurposes. Forexample,ifyouhaveareport

thatvariesbyentityorcategoryyoucanplacethosereportsinabookandrun

themasabatch,ratherthancreatingorprintingonereportatatime. Youmayalso

havemultiplesectionsinabooksuchasActuals,Budget,Forecast,etc.

A. Create the report to be published.

B.Createthebookbyusingthedefaultbooktemplate.

C.PublishthebookbyusingtheBookPublicationWizard.

D.AddthepublishedbooktoaBPCWebPage.

ThislabisperformedusingyourSTUDENT_##applicationset

1. Creating the Report

1. Changeyourcurrentviewsettingstomatchthefollowing:

Figure 482: Example 1

2. FromtheActionPane,selectReporting&Analysis.

3. FromtheActionPane,selectBuildareportusingadynamictemplate.

4. SelectthetemplateTrend, andthenselectOpen.

5. Whenprompted,“Areporthasbeenbuiltforyou”,selectOK.

6. Verifythatyourreportlookssimilartothefollowing:

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BPC310 Lesson: Labs

Figure 483: Report 1

7. Highlight cells I57 through I63.

8. FromtheExcelEditmenu,selectClear/Contents.

9. SelectcolumnIandformatthecolumnwidthtobe30charactersusingthe

Excel Format menu.

Note: NoticethatcolumnIhastextwhichcrossesoverintoK(Regional

Consolidation). Topreventtruncating,setcolumnItoawidthof30. You

candothislater, andwhenthereportisre-publishedthewebpagewill

automatically pick up the adjustment.

10. FromtheeToolsmenu,selectSaveDynamicTemplates.

11.

Clickonthe buttonontheleftsideofthedialogboxtoswitchtothe

eEXCELfolderundertheapplicationfolderontheserver.

12. ExpandtheReportsfolderandthenselecttheBookReportsfolder.

13. ChangethefilenametoB03QuarterlyTrendandselectSave.

Note: B03QuarterlyTrend.xltisthereportthatyouwillpublishwiththe

book that is created in the next section.

14. FromtheExcelFilemenu,selectClosetoclosetheB03QuarterlyTrend.xlt

template.

2. Creating the BPC Book

1. FromtheePublishmenu,selectManageBook/New.

The default book template is displayed.

2. SelectcellB3andtypeQuarterlyTrendBook.

3. Clickontheplus(+)signtotheleftofrow31.

4. Selectrows30through53andfromtheExcelEditmenu,selectDelete.

5. Clickontheplus(+)signtotheleftofrow7.

6. MovetocellB7andenterBudgetReports.

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Unit7: Labs BPC310

7. MovetocellB8andselect2:ReplacefromtheCLEARSECTIONdrop-down

list box.

8. MovetocellC10andenterthedescriptionTrend.

9. MovetocellD10andenterthefilenameB03QuarterlyTrend.xlt.

10. Move to cell C13 and hard code the category by entering BUDGET,

replacing the EVCVW function.

11. MovetocellC14andhardcodethecurrencybyenteringUSD,replacing

the EVCVW function.

12. Move to cell C15 and hard code the intercompany member by entering

All_Interco, replacingtheEVCVWfunction.

13. Highlightrow15andfromtheExcelInsertmenu,selectRows.

14. Copy the contents of row 16 to row 15.

15. MovetocellB15andchangetheformulato=EVDIM(EVAPP(),"T")

16. MovetocellC15andmanuallyenter2008.TOTAL.

17. Move to cell C19 and hard code the data source member by entering

TOTALADJ,replacingtheEVCVWfunction.

18. Clickonrow24and25tohighlighttheentirerowandthenfromtheExcel

Edit menu, select Delete.

19. Move to cell A24 and hard code the entity by entering CONEU-

ROPE.%All%.

Note: A report will be generated for the CONEUROPE entity and all

members below it that contain data in the TOTALADJ member of the

DATASRC dimension.

20. Clear the contents in cells B23 and B24

21. In E3 write 2008.TOTAL.

22. Verifythatyourbookfilelookssimilartothefollowing:

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BPC310 Lesson: Labs

Figure 484: Book File

23. FromtheePublishmenu,selectManageBook/Saveas.

24. When prompted, “Do you want to validate the book definition file before

saving?” select Yes.

25. Whenprompted,“Validationhassuccessfullycompleted”,selectOK.

26. IntheFilenamefieldchangethefilenametoQuarterlyTrendBook.

27. Select Save.

28. FromtheExcelFilemenu,selectClosetoclosethefile.

1. FromtheePublishmenu,selectBookPublicationWizard.

2. Click on the 'Publish Now' button.

3. LeavethedefaultsettoBPCWeb–HTMLandselectNexttocontinue.

4. SelectQuarterlyTrendBook.xlsandselectNexttocontinue.

5. Leave the BUDGET REPORTS section checked and then select Next to

continue.

6. When the Summary step of the wizard is displayed, select Finish to start

the publication.

7. Whenprompted,“Thebookwaspublishedsuccessfully”,selectOK.

8. Select Finish.

4AddingthePublishedBooktoaBPCWebPage

1. FromtheePublishmenu, selectViewBPCWeb.

The Getting Started page is displayed.

2. EnsurethatthecurrentviewsettingsintheActionPanematchthefollowing:

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Unit7: Labs BPC310

Figure 485: Example 2

3.

Clickonthe ContentLibraryiconatthetopofthescreen

4. FromtheActionPane,selectAddanewWebpage.

5. Definethewebpagewiththefollowingspecifications:

Figure 486: Example 3

6.

Click on the button to continue.

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BPC310 Lesson: Labs

The Web Page Builder screen is displayed.

Figure 487: Web Page Builder

7. Drag and drop the Web-Ready Book object into the Page box as shown

below ⇒ Enter in the data as shown:

Figure 488: Web-Ready Book 1

8.

Clickonthe buttontocontinuetoStep2of3.

9. SelecttheFINANCE-QUARTERLYTRENDBOOK(itwillappeardark

blue)andtheBUDGETREPORTSsectionwillappearasshownbelow:

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Unit7: Labs BPC310

Figure 489: Web-Ready Book 2

10.

Clickonthe buttontocontinuetoStep3of3.

11. DefineStep3of3withthefollowingspecifications:

Figure 490: Web-Ready Book 3

12.

Click on the button to continue.

13. FromtheActionPane,selectSetaccesstothisWebpage.

14. SelecttheAllUserscheckboxasshownbelow:

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BPC310 Lesson: Labs

Figure 491: Example 4

15. Select OK.

16. FromtheActionPane,selectSaveandshowmethefinishedWebpage.

17. VerifythatyourWebPagelookssimilartothefollowing:

Figure 492: Web Page

18. Click on the hyperlink QUARTERLY TREND BOOK located on the

CONEUROPE row.

19. Verifythatreportlookssimilartothefollowing:

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Unit7: Labs BPC310

Figure 493: Report 2

20. ClosethereportwindowandthenviewthereportfortheentitySTORE5.

21. Close the report window.

22.

Clickonthe ContentLibraryiconatthetopofthescreen.

23. NoticethattheEuropeanBooksWebpageisavailableforfutureviewing.

24. CloseBPCWebandreturntoBPCforExcel.

25. Leave BPC for Excel open.

Lab 27 – Working with the BPC Content Library

Objective: CreatenewDocumenttypesandSubTypesusingBPCAdministration,

thenpostdocumentstotheContentLibraryforinformationsharing. Thisfeature

may help you reduce attachments on Emails!

Description: TheContentLibraryisarepositoryforstoringfilesthatyouwant

toshare. ValidfiletypesincludeWord,HTML,Excel,PowerPoint,text(suchas

an email), and images.

ThislabisperformedusingyourSTUDENT_##applicationset.

1. CreatingDocumentTypesandSubTypes

1. ReturntoyourBPCAdministrationWebmode.

2. FromtheActionPane,selectManageDocumentTypes.

3. CreatethefollowingDocumentTypes. BesuretoclickontheUpdatebutton

after each entry.

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BPC310 Lesson: Labs

Figure 494: Document Types 1

4. FromtheActionPane,selectManageDocumentSubtypes.

5. CreatethefollowingDocumentSubTypes. BesuretoclickontheUpdate

button after each entry.

Figure 495: Document Types 2

2. Posting to the Content Library

1.

From the Action Pane, click on the expansion arrow to the right of

Available Interfaces.

2.

Clickonthe BPCWebinterfacelink.

3.

Clickonthe ContentLibraryiconatthetopofthescreen

4. The Content Library is displayed.

Figure 496: Content Library 1

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Unit7: Labs BPC310

5. FromtheActionPane, selectPostadocument.

6. On Step 1 of 5, click on the Browse... button, select the Actual Trend

Analysis.doc and open it.

The file can be found: Windows Explorer → My Computer → Database

(G)→CPM310&CPM320_TrainingFiles→CPM310→CPM310–##→

Admin I .

7.

Leavethedescriptionasisandclickthe buttontocontinuetoStep2of5.

8. InStep2of5,clickontheSelectusers/teamshyperlink.

9. DefinetheTeamAccessbasedonthefollowing:

Figure 497: Team Access

10. Select OK.

11.

Clickthe buttontocontinuetoStep3of5.

12. SelectthefollowingDocumenttypeandSubType:

Figure 498: Example 1

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BPC310 Lesson: Labs

13.

Click the button to continue to Step 4 of 5. Dońt flag “Yes. Send an

email”. Don’tselect“Usethedefaultmessage”.

Figure 499: Example 2

14.

Clickthe buttontocontinuetoStep5of5.

15. AssociatetheFinanceapplicationasasearchcriteriatothepostingasshown

below:

Lookfor“Example3”amongthetablesandscreenshotslistedbelow.

Figure 500: Example 3

16.

Clickonthe buttontocompletetheposting.

17. VerifythatyourContentLibrarylookssimilartothefollowing:

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Unit7: Labs BPC310

Figure 501: Content Library 2

18. Usingthesameprocedures,posttheActualvs. BudgetComparison.docfile

totheWebPage. Thefilecanbefoundinthesamefolder.

Address the file to the following criteria:

Criteria

Team Access [AdminTeam]

Document Type FINANCE

Sub Type Document

E-Mail Notification <none>

Application context Finance

19. VerifythatyourContentLibrarylookssimilartothefollowing:

Figure 502: Content Library 3

20. ClickonthecheckboxestotheleftoftheActualvs. BudgetComparison

and the Actual Trend Report postings.

21. FromtheActionPane,selectOpenselectedItemsintabs.

22. Click on Open when prompted.

23. Verifythatyourscreenlookssimilartothefollowing:

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Team Access	[AdminTeam]
Document Type	FINANCE
Sub Type	Document
E-Mail Notification	<none>
Application context	Finance

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BPC310 Lesson: Labs

Figure 503: Content Library 4

24. SelecttheActualTrendAnalysis.doctabandclickonOpenwhenprompted.

25. Verifythatyourscreenlookssimilartothefollowing:

Figure 504: Content Library 5

Click at the CONTENT LIBRARY icon.

Leave BPC Web opened for the next lab.

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Lab 28 – BPC Web Live Reporting

Objective: CreateareportusingtheBPCLiveReportingfeature.

Description: WithLiveReporting,youhavetheabilitytocreateareportusing

drag&drop. Youcanstartfromablankpage,oreditanexistingreportorinput

schedule. You can switch the row/column dimensions easily, and add nested

dimensions.

Thisinterfacecanbeusedforbothreadandwritemode.

ThislabisperformedusingyourSTUDENT_##applicationset.

1.

Clickonthe LiveReportingiconatthetopofthescreen.

TheLiveReportingscreenisdisplayed(alongwiththetworeportsthatwere

copied from AppShell).

Figure 505: Live Report List 1

2. Ensure that the current view in the Action Pane matches the following

settings:

Figure 506: Example 1

3. FromtheActionPane,selectBuildareportusingdraganddrop.

The following screen is displayed:

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BPC310 Lesson: Labs

Figure 507: Live Report List 2

4. Fromtheleftsideofthescreen,clickontheTimedimensionanddragand

drop it to the columns section.

Note: Onlyonedimensionperrowandcolumn.

5. FromtheActionPane, select2008.TOTAL.

6.

Select the Specify member selection rules option then click on the

button to continue.

7.

SelecttheDependentsonlyofselectedoptionthenclickonthe button

to continue.

8.

Select the ID option for the display then click on the button to finish

building the columns.

9. Verifythatyourscreenlookssimilartothefollowing:

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Unit7: Labs BPC310

Figure 508: Live Report List 3

10. Fromtheleftsideofthescreen,clickontheEntitydimensionanddragand

drop it to the rows section.

11. FromtheActionPane,expandCONREGIONandthenselectCONUS.

12.

Select the Specify member selection rules option then click on the

button to continue.

13. Select the Selected & Dependents option.

14. Select the Set parent after option.

15.

Click on the button to continue.

16.

Select the ID option for the display then click on the button to finish

building the rows.

17. Verifythatyourscreenlookssimilartothefollowing: (yournumbersmay

vary)

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BPC310 Lesson: Labs

Figure 509: Live Report List 4

Note: If you missed one of the settings, select the hypertext for the

memberintheroworcolumnanddoitagain!

18. EnterinapageHeaderMyFirstLiveReport.

Figure 510: Example 2

19. FromtheActionPane, selectChartOptions.

20. Setthechartoptionstomatchthefollowing:

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Unit7: Labs BPC310

Figure 511: Example 3

21.

Click on the button to continue.

22. SelecttheSTORE1,2008.Q1datacellasshownbelow:

Figure 512: Example 4

23. Usingthe[Shift]keyandtherightarrowkeyonyourkeyboard,highlightthe

remainingdatacellsontheSTORE1row(2008.Q1through2008.Q4).

24. FromtheActionPane,selecttheDisplayseriesinRowsoptionthenpreview

chart as shown below:

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BPC310 Lesson: Labs

Figure 513: Example 5

25. Verifythatyourreportandchartlooksimilartothefollowing:

Figure 514: Example 6

26.

Clickonthe buttontocontinuetoStep3of4.

27.

Leavethedefaultsasisandclickonthe buttontocontinuetoStep4of4.

28.

Leave the defaults as is and click on the button to finish building the

report and chart.

29. From the Action Pane, select Save report.

30. Savethereportwiththefollowingdefinitions:

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Unit7: Labs BPC310

Figure 515: Example 7

31.

Clickonthe buttontofinishsavingthereport.

32. Verifythatyourreportandchartlooksimilartothefollowing:

Figure 516: Live Report List 5

33.

That’sthereportingpartofthisexercise. Nowlet’sgetintothewritemodeaspects

ofLiveReporting(andwritingbacktothedatabase).

1. DidyounoticehowatleastoneoftheCV(currentview)membersisred?

Figure 517: Example 8

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BPC310 Lesson: Labs

2. TheaccountdimensionwassettoNetIncomewhichisaparentlevelmember

andsinceitisintheheader,wecanplananyvaluesunlesswechooseabase

level member such as Advertising:

Figure 518: Example 9

3. Settheotherdimensionsinredtothefollowingvalues:

Figure 519: Example 10

4. Canweinputplanvaluesyet? Tryenteringthevaluesasshown. Howabout

expandingthecolumnstoindividualmonths? (Adjustthecolumnwidthsif

you need to)

Figure 520: Live Report List 6

5. Send data values from the action pane:

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Unit7: Labs BPC310

Figure 521: Example 11

6. SelectYesandyoucanseethattheRefreshhasdeletedthemanuallyplanned

valuefor2008.Q1andcalculated2008.Q1asasumofJanuaryandFebruary.

Lookfor“LiveReportList7”amongthescreenshotslistedbelow.

Figure 522: Live Report List 7

7.

Clickonthe LiveReportingiconatthetopofthescreen

8. NoticethattheEntity_Trendreportisavailableforfutureuse.

Figure 523: Live Report List 8

9. CloseallyourBPCmodesandreturntoyourWindowsDesktop.

Lab 29 – Working with BPC for Word

Objective: UsingBPCforWord,insertaBPCforExcelreport.

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BPC310 Lesson: Labs

Description: BPCforWordallowsyoutoinsertBPCdatavalues,BPCforExcel

objectsandInsightKPIsintoWorddocuments. Datavaluescanalsobesentfrom

Word documents to the database.

ThislabisperformedusingyourSTUDENT_##applicationset.

1.

FromyourWindowsDesktop,double-clickonthe BusinessPlanning

and Consolidation shortcut icon.

2.

FromtheLaunchPage,clickonthe BPCforWordicon.

3. Logon to your STUDENT_## application set and select the FINANCE

application. IfaskedforyourpasswordenterTraining.

A blank document is opened.

4. Ifnecessary,maximizetheBPCforWordwindow.

5. From the Word File menu, select Page Setup and set the orientation to

Landscape.

6. UsingtheActionPane,changethecurrentviewtothefollowing:

Figure 524: Action Pane

7. Atthetopofthedocument,typethefollowinglineoftext:

ThefollowingisaTrendreportforPetDepotCorporation:

8. Press [Enter] twice.

9. FromtheActionPane,selectInsertBPCforExcelobject.

Afterafewmoments,theOpendialogboxisdisplayed.

10.

Ifneeded,clickonthe buttonontheleftsideofthedialogbox.

11. ExpandtheREPORTSfolderandthenexpandtheWIZARDfolder.

12. SelectthefileTemplate2.xltthenclickonOpen.

13. Usingyourmouse,resizetheobjecttolooksimilartothefollowing:

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Unit7: Labs BPC310

Figure 525: Trend Report

14. Click off the object and verify that your document looks similar to the

following: (ifnot,doubleclickonthegridandre-size,youmayneedtoset

your “zoom” to 75%)

15. FromtheWordFilemenu,selectSaveasandsavethedocumentasTrend

Report to your Windows Desktop.

16. FromtheWordFilemenu,selectExitandreturntotheLaunchPage.

Lab 30 – Working with BPC for PowerPoint

Objective: UsingBPCforPowerPoint,retrievevaluesfromtheBPCapplication

into a PowerPoint presentation.

Description: BPCforPowerPointallowsyoutoinsertBPCdatavalues,BPCfor

ExcelobjectsandInsightKPIsintoPowerPointpresentations. Datavaluescan

alsobesentfromPowerPointpresentationstothedatabase.

ThislabisperformedusingassignedSTUDENT_##applicationset.

1.

FromtheLaunchPage,clickonthe BPCforPowerPointicon.

2. Logon to your STUDENT_## application set with the FINANCE

application. IfaskedforyourpasswordenterTraining.

A blank presentation is opened.

3. Ifnecessary,maximizetheBPCforPowerPointwindow.

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BPC310 Lesson: Labs

4. From the PowerPoint File menu, select Open and open the Pet Depot

FinancialSummary.pptpresentationfilelocatedintheWindowsExplorer

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

CPM310 → CPM310–## → Admin I .

5. Select the second slide.

6. UsingtheActionPane,changethecurrentviewtothefollowing:

Figure 526: Action Pane 1

7.

From the Action Pane, select Insert BPC data. The data object is

displayed on the slide.

8. RightclickthedataobjectandselectOSoftCPMDataAX50.CPMDataObject

→ Properties from the popup menu.

9. SelecttheFontpanel,andsetthefonttoArial,Size24andinBold.

10. SelecttheNumberFormattingpanelandsetthedecimalplaceto0andhave

thenumberdisplaywithacommaseparatorforthousands.

11. SelectOK.Verifythatyourslidelookssimilartothefollowing:

Figure 527: Example 1

12. Dragthedataobjecttothelocationshowintheexamplebelow:

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Unit7: Labs BPC310

Figure 528: Example 2

13. FromtheActionPane, selectRetrievealldata.

14. Clickoffthedataobjectandverifythatyourslidelookslikethefollowing:

(your values may vary, if you want to move the value, left click one time

and drag)

Figure 529: Example 3

15. UsingtheActionPane,changethecurrentviewtothefollowing:

Figure 530: Action Pane 2

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BPC310 Lesson: Labs

16.

From the Action Pane, select Insert BPC data. The data object is

displayedontheslide. (Regretfully,thesedataobjectscannotbecopied)

17. Right click the data object and select OSoftCPMDataAX50.CPMData

Object/ Properties from the popup menu.

18. SelecttheFontpanel,andsetthefonttoArial,Size24andinBold.

19. SelecttheNumberFormattingpanelandsetthedecimalplaceto0andhave

thenumberdisplaywithacommaseparatorforthousands. Thenselect

OK.

20. Dragthedataobjecttothelocationshowintheexamplebelow:

Figure 531: Example 4

21. FromtheActionPane, selectRetrievealldata.

22. Clickoffthedataobjectandverifythatyourslidelookslikethefollowing:

Figure 532: Example 5

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23. Usingthesameprocedures, retrievetheActualandBudgetvaluesforthe

TotalOperatingExpenseandNetIncomeaccounts. Makesuretochange

the current view for each object prior to the retrieval of the value. Check

thecurrentviewforeachdatapointbyselectingeachoneandverifyingthe

dimension members.

24. Addatitle: “Profit&LossSummary”andVerifythatyourcompetedslide

looks similar to the following:

Figure 533: Example 6

25. IfyouneedtobetteralignthedatapointsgotoView→GridandGuidesand

configure as follows:

Figure 534: Example 7

26. SavetheslideshowpresentationasPetDepotBPCFinancialSummary.ppt

to your Windows Desktop.

27. FromthePowerPointmenu,selectExitandreturntotheLaunchPage.

28. ClosetheLaunchPageandreturntoyourWindowsDesktop.

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Lab 31 – BPC Security

Objective: Updatesecurityforyourapplicationset.

Description: Managingusers'accesstosensitiveinformationisafundamental

partoftheSAPBusinessPlanningandConsolidationsolution.

BPCprovidesaneasy-to-useinterfaceformanagingsecurity,andprovidestwo

major levels of protection: authentication (through Microsoft Windows) and

authorization(throughMicrosoftSQLServerandAnalysisServices).

ThislabisperformedusingyourSTUDENT_##applicationset.

1. Creating a Task Profile

1.

FromyourWindowsDesktop,double-clickonthe BusinessPlanning

and Consolidation shortcut icon.

2.

FromtheLaunchPage,clickonthe BPCAdministrationicon.

3. FromtheActionPane, selectManageSecurity.

4. LogontoyourSTUDENT_##applicationset. Enteryourpasswordifasked

for.

The Admin Console is displayed.

5. From the tree view, expand the Task Profiles folder and verify that your

screen looks similar to the following:

Figure 535: Task Profiles

6. FromtheActionPane,selectAddnewtaskprofile.

7. Enterthefollowinginformationfortheprofile:

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Figure 536: Task Profile Assistant 1

8. Click on the 'Next >' button to continue.

9. FromtheAnalysisCollectioninterface,allowaccesstothetaskseAnalyze

and SubmitData as shown below:

Figure 537: Task Profile Assistant 2

10. From the View tasks by interface drop down list box, select

BusinessProcessFlowandallowaccesstoBPFExecution:

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Figure 538: Task Profile Assistant 3

11. Using the same procedures, allow access to the following tasks for the

following interfaces:

Access

Interface Task(s)

Comments AddComment

Journal CreateJournal

WorkStatus SetWorkStatus

ZFP AccessContentLibandLiveReport

12. Verifythatyourscreenlookssimilartothefollowing:

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Interface	Task(s)
Comments	AddComment
Journal	CreateJournal
WorkStatus	SetWorkStatus
ZFP	AccessContentLibandLiveReport

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Figure 539: Task Profile Assistant 4

13. Click on the 'Next >' button to continue.

14. Donotassignanyteamsorusersatthistimeandclickonthe'Next>'button

to continue.

TheSummaryScreenisdisplayed. ClicktheAPPLYbutton,afterthatOK.

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Figure 540: Task Profile Assistant 5

15. Clickonthe'Apply'buttontoprocesstheteamprofile.

16. Whenprompted“Thistaskhassuccessfullycompleted”selectOK.

2. Creating a Member Access Profile

1. Fromthetreeview,expandtheMemberAccessProfilesfolder.

2. FromtheActionPane,selectAddnewmemberaccessprofile.

3. Enterthefollowinginformationfortheprofile:

Figure 541: Member Access Profile Assistant 1

4. Click on the 'Next >' button to continue.

5. DefinethefollowingmemberaccesssettingsontheFinanceApplicationtab:

Figure 542: Member Access Profile Assistant 2

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6. Click on the 'Next >' button to continue.

7. Donotassignanyteamsorusersatthistimeandclickonthe'Next>'button

to continue.

The Summary screen is displayed.

8. Clickonthe'Apply'buttontoprocessthememberaccessprofile.

9. Whenprompted“Thistaskhassuccessfullycompleted”selectOK.

3. Creating Teams

1. Fromthetreeview, expandtheTeamsfolder.

2. FromtheActionPane, selectAddnewteam.

3. Enterthefollowinginformationfortheteam:

Figure 543: Team Assistant 1

4. Click on the 'Next >' button to continue.

5. Do not include any users at this time and click on the 'Next >' button to

continue.

6. DefinetheBPCAccesstomatchthefollowingsettings:

Figure 544: Team Assistant 2

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7. Click on the 'Next >' button to continue.

8. Clickonthe'Apply'buttontoprocesstheteam.

9. Whenprompted“Thistaskhassuccessfullycompleted”selectOK.

4. CreatingBPCUsersandAssigningtoTeams

1. Fromthetreeview,expandtheUsersfolderandopentheDomainfolder.

2. FromtheActionPane, selectAddnewuser.

3. From the Available domain drop down list box, select your domain name

ADTWDFVM2001. Thelistofusersisdisplayed.

4. AddtheuserAdministratortotheBPCaccessboxasshowninthefollowing

example:

Figure 545: New Users 1

5. Click on the 'Next >' button to continue.

6. DefinetheUserDetailbasedonthefollowinginformation:

Note: IM(InstantMessenger)addressesarenotneededatthistime.

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Figure 546: New Users 2

7. Click on the 'Next >' button to continue.

8. Definethe‘A.Assigntoteams‘panelbasedonthefollowinginformation:

Figure 547: New Users 3

Selectthe‘B.AssigntoTaskprofiles’tabandassignthe‘budgetuser’task

profile:

Figure 548: New Users 4

Selectthe‘C.AssigntoMemberAccessProfiles‘andselectasfollows:

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BPC310 Lesson: Labs

Figure 549: New Users 5

9. Click on the 'Next >' button to continue.

10. VerifythatyourSummaryscreenlookssimilartothefollowing:

Figure 550: New Users 6

11. ClickontheApply'buttontoprocesstheusers.

12. Whenprompted“Thistaskhassuccessfullycompleted”selectOK.

13. LeavetheAdminConsoleopenforthenextlab.

Lab 32 – BPC Work Status

Objective: CustomizetheWorkStatusfortheapplicationset. Andthenchange

the work status settings for the applications.

TesttheWorkStatusbychangingtheworkstatussettingforabaselevelentity

member.

Description: TheWorkStatusfeaturegivesyoutheabilitytodefineasimpleflow

of processes within an application set.

Workstatusgivesyoutheabilitytomanageaccesstodataandinterfacesbased

upon submitted work and updated status.

ThislabisperformedusingyourSTUDENT_##applicationset.

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1. CustomizingtheAppsetWorkStatusSettings

1. Fromthetreeview,selectWorkStatus. TheWorkStatusinformationscreen

is displayed.

Figure 551: Work Status 1

2. FromtheActionPane,selectAddanewworkstate.

3. InStep1of2,definethefollowingnameanddescription:

Figure 552: Work Status 2

4. IntheActionPane,clickonthehypertextAddaNewWorkState–Step2

of 2.

5. InStep2of2,leavethedefaultsasisandthenclickonthehypertextAdda

new work state.

6. VerifythatyourWorkStatusinformationlookssimilartothefollowing:

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BPC310 Lesson: Labs

Figure 553: Work Status 3

7. FromtheActionPane, selectReorderworkstate.

8. Reordertheworkstatestomatchthefollowingexample:

Figure 554: Work Status 4

9. FromtheActionPane,selectReorderWorkStates.

10. When prompted “If work states are reordered, all information related to

lockedstateswillberemoved. Doyouwanttocontinue?”selectYes.

11. VerifythatyourWorkStatusinformationlookssimilartothefollowing: (your

selectionsdon’tneedtomatchthescreenshotatthispoint)

Figure 555: Work Status 5

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12. Usingthedropdownlistboxesintheworkstatusgrid,changethesettingsto

match the following:

Figure 556: Work Status 6

Note: In this scenario, when the work status is set to Reviewed, only

journal entries, comments and supporting documents can be posted to

the application.

ChangingtotheReviewedworkstatuscanbeperformedbytheOwner

andtheManager. WhentheworkstatusissettoApproved,everythingis

locked except comments and documents.

Changing to the Approved work status can only be performed by the

Manager.

13. From the Action Pane, select Update work state. When prompted

“Successfully finished”, select OK.

2. CustomizingtheApplicationWorkStatusSettings

1. FromthetreeviewexpandtheApplicationfolder.

2. From the tree view expand the Sales folder.

3. SelectWorkStatusSettings. TheWorkStatusinformationisdisplayed.

4. ChangetheWorkStatussettingstothefollowing:

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Figure 557: Work Status 7

Note: TheProductdimensionwillbeincludedasaWorkStatedimension.

The Member Validation field must be blank for dimensions that are

workstatedimensions; however,theymustcontaina(any)memberfor

dimensionsthatarenotworkstatedimensions.

5. FromtheActionPane,selectSaveWorkStatusSettings. Thiswilltakea

few moments to save.

6. Whenprompted“Successfullyfinished”selectOK.

3. Defining Ownership

1. Let’sreviewtheownerproperty. Fromthetreeview,expandtheDimension

Library folder.

2. Fromthetreeview, selecttheEntitydimension.

3. FromtheActionPane,selectMaintaindimensionmembers.

The Entity.xls workbook is displayed.

4. On the Member Sheet, move to column G which contains the OWNER

property cell for the entities.

Make sure that the Domain Name and Username are written as follows:

DomainName\useridforeachentitybutdon’tchangeanything.

5. Close the Member Sheet.

4. Testing the Work Status

1. Let’sgothroughthedifferentworkstatuseskindoflikeyouwouldinreal

life. FromtheActionPaneoftheBPCAdministrationpage,clickonthe

expansionarrowtotherightofAvailableInterfaces.

2.

Selectthe 'BPCforExcel'interfacelink.

3. Atthelogonscreen, changetheapplicationtoSALESandthenclickOK

to logon to BPC for Excel.

4. Changeyourcurrentviewsettingstomatchthefollowing:

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Figure 558: Work Status 8

5. FromtheeSubmitmenu,selectModifyWorkStatus. Thefollowingscreen

is displayed on the right side of the screen:

Figure 559: Work Status 9

6. FromtheActionPane,selectTheactiveCVoption.

7.

Clickonthe buttontocontinuetoStep2of2.

8. SettheWorkStatussettingtothefollowing:

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BPC310 Lesson: Labs

Figure 560: Work Status 10

9.

Clickonthe buttontocompletetheWorkStatuschange.

10.

From the Action Pane, select The active CV option then click on the

button to continue to Step 2 of 2.

11. SettheWorkStatussettingtothefollowing:

Figure 561: Work Status 11

12.

Clickonthe buttontocompletetheWorkStatuschange.

13.

From the Action Pane, select The active CV option then click on the

button to continue to Step 2 of 2.

14. SettheWorkStatussettingtothefollowing(includethechildrenofthedata

region)

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Figure 562: Work Status 12

15.

Clickonthe buttontocompletetheWorkStatuschange. Sonownoone

canenterdata,createjournalsorloaddata. Youbelievethisright? Whydon’t

we try entering some data?

16. ClosetheBPCWebbrowserwindowandreturntoBPCforExcel. Select

HomethenDataInput→Buildascheduleusingadynamictemplateand

selectAccountTrend. ClickattheOPENbutton. ConfirmwithOK.

Change your current view to:

Figure 563: Work Status 13

17. SelectRefreshandthenenterinsomedataandtrysavingit:

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Figure 564: Work Status 14

19. WithinyourBPCforExcelmodeandhereintheActionPaneselecteSubmit

→ModifyWorkStatus. Select‘TheactiveCV’. Thenclickatthe button

to continue to Step 2 of 2.

Hereselect‘Submitted’andthenconfirmwith .

20. 20. Switch back to your Excel mode with your Input Schedule open and

re-enter some data of your choice and select Send Data → Send Active

Worksheet. Itshouldnowbepossibletosavethedatasinceaccordingtothe

WorkStatetablemanualplanningisallowedfortheWorkStateSubmitted.

21. CloseyourBrowserandcloseyourBPCforExcelmode.

Lab 33 – Business Process Flows

Objective: CreateaBusinessProcessFlowforforecastingtasks.

Description: Businessprocessflows(BPFs)aresequencesofstepsthataredefined

foranyfrequently-performedprocedurethatisperformedbymultipleendusers.

For example, your Budgeting process may require input from a number of

businessmanagers,reviewfromanothergroupofmanagers,andfinalapprovals.

AnadministratordefinestheBPF,andtheapplicableendusersarepresentedwith

thetasksanddata(basedontheircurrentview),thatisrelevanttothem.

Inthislab, let’sbuildandthenrunaBPFasfollows:

Step 1:

Load Data

SubStep1A Import Data

SubStep1B Set work status to ‘Submitted’

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Step2:

Manual Planning & Review

SubStep2A Call up planning template

Substep2B Have Reviewer confirm the results

Step3:

Set work state to approved & confirm status

SubStep3ASetworkstatetoApprovedforBudget

SubStep3B Run a work state report

ThislabisperformedusingyourSTUDENT_##applicationset.

1. Creating the Business Process Flow

1. FromthetreeviewoftheAdminConsole,selectBusinessProcessFlows.

2. FromtheActionPane,selectAddaNewBusinessProcessFlow.

3. DefinetheSetupRequirements(StepA)tomatchthefollowing:

Figure 565: New Business Process Flow 1

Note: FortheBPFownerfieldfillintheE-Mailaddressmanually.

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4. Click on Continue to Setup Step B in the lower right hand corner of the

window.

5. DefinetheSetupRequirements(StepB)tomatchthefollowing:(Thedrive

dimensioninthiscaseistheentitydimensionsincethatistheonlyonewith

a ‘Reviewer’ property. Only one dim can be used as the ‘drive’ dim and

every BPF has to have a drive dim.)

Figure 566: New Business Process Flow 2

6. ClickonContinuetoSetupStepCinthelowerrighthandcornerofthe

window.

7. DefinetheSetupRequirements(StepC).Leaveallsettingsastheyarewhen

opening the mode.

Figure 567: New Business Process Flow 3

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8. ClickonContinuetoSetupStepDinthelowerrighthandcornerofthe

window.

9. DefinetheSetupRequirements(StepD)tomatchthefollowing:

Figure 568: Setup Requirements

10. Click on the 'Next >' button to continue.

TheDefineSteps/Sub-Stepsscreenisdisplayed.

Figure 569: New Business Process Flow 4

11. Click on the Add button.

12. Definethestepusingthefollowinginformation,thenselectOK.

Figure 570: New Business Process Flow 5

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13. SelectOK>ClickontheAddbuttonagain.

14. SelecttheAddanewprocessstepradiobutton.

15. Definethestepusingthefollowinginformation:

EnterintheNameandInstructionaccordingtothescreenshot.

Select‘EnableReviewers’andclickatSelectSet/ModifyCustomReview

Actions.

Ifaskedifyouwanttocopythesteps'defaultactionstothereviewer's

action, select No.

Figure 571: New Business Process Flow 6

16. In the next pop-up select Add.

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EnterRunTrendReportasdescriptionoftheaction.

Figure 572: Run Trend Report

17. Select OK. Now configure as follows:

Figure 573: Example 1

18. Use ‘Browse’ to locate the Template2.xlt:

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BPC310 Lesson: Labs

Figure 574: Example 2

19. Select OK and again OK.

20. Click on the Add button.

21. SelecttheAddanewprocessstepradiobutton, definethestepusingthe

following information and then select OK.

This can only be ‘Completed’ when the work status is Approved for

Category = Budget.

Figure 575: New Business Process Flow 7

22. Verifythatyourstepslookssimilartothefollowing:

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Figure 576: New Business Process Flow 8

23. HighlightStep1. LoadDataandselectAdd:

Figure 577: New Business Process Flow 9

24. SelectOKandthenYestothefollowingquestion:

Figure 578: Pop-Up 1

25. Highlight Step1 and add a second sub-step:

Figure 579: New Business Process Flow 10

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