SAP BPC NW 10.0 Rolling Forecast

92
_______________________________________________________________________________ Author: Chief Architect: Murugesan Annamalai Jothi Periasamy SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion [email protected] 07/25/2013 [email protected] , (916)-296-0228 - Cell SAP BPC NW 10.0 |KNOWLEDGEBASE (A SAP EPM Community Service) Six Month Rolling Forecast - Implementation Guide

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Transcript of SAP BPC NW 10.0 Rolling Forecast

Page 1: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

SAP BPC NW 10.0 |KNOWLEDGEBASE

(A SAP EPM Community Service)

Six Month Rolling Forecast - Implementation Guide

Page 2: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 2

Table of Contents

Executive Summary: ........................................................................................................ 3

Business Scenario: ........................................................................................................... 3

Business Scenario – 1: ..................................................................................................... 5

Business Scenario – 2: ..................................................................................................... 6

Solutions Architecture: .................................................................................................... 7

Solutions Building Blocks: ................................................................................................ 9

Entity Structure: ............................................................................................................ 11

Product Hierarchy: ........................................................................................................ 12

Product Hierarchy – Sample: ......................................................................................... 13

Product Hierarchy – Sample: ......................................................................................... 14

List of Accounts: ............................................................................................................ 15

Dimension – ACCOUNT .................................................................................................. 16

Dimension – CATEGORY ................................................................................................ 17

Dimension – ENTITY ...................................................................................................... 18

Dimension – PRODUCT_ALLOC ...................................................................................... 19

Dimension – RPTCURRENCY........................................................................................... 20

Dimension – TIME ......................................................................................................... 21

Configuration : .............................................................................................................. 22

Planning : ...................................................................................................................... 23

Rolling Forecast in Action : ............................................................................................ 24

Important Note : ........................................................................................................... 43

Appendix – 1 : ............................................................................................................... 83

Data Manager Script – Account : ................................................................................... 83

Data Manager Script – Product : ................................................................................... 84

Logic Script for Account-Based Forecasting : ................................................................. 85

Logic Script for Account-Based Forecasting : ................................................................. 88

Logic Script for Product-Based Forecasting : .................................................................. 89

Logic Script for Product-Based Forecasting : .................................................................. 90

Disclaimer: .................................................................................................................... 91

SAP Community Contributors: ....................................................................................... 92

Page 3: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 3

Executive Summary:

The purpose of this document is to demonstrate the implementation of six months

rolling forecast based on a real-life business scenario. In this demonstration, we are

using CPG (Consumer Packaged Goods) industry as a use case. The scope of this

documentation includes step by step implementation instructions to implement SAP

BPC modelling, SAP BPC design, SAP BPC technical build, SAP BPC logic script and

overall solution delivery approach & methodology on an SAP BPC NW 10 platform.

This document provides the essentials and adequate steps to implement the six

months rolling forecast business scenario and also it enables SAP BPC users to gain

deep knowledge on SAP BPC technical and functional competencies around business

forecast. Further, users should be able to customise this solution to meet their needs

to do any forecast (ex: sales forecast, revenue forecast, etc.) solution for any

industry.

It has been assumed that the user has basic knowledge and understanding on

business forecast and the SAP BPC NW 10.0 product.

Business Scenario:

CubeInsights, Inc. has been in retail business for about 20 years, and the company

has been growing big, and now they have their operations across the world.

CubeInsights, Inc. is selling almost 2000 (two thousand) consumer products at

various stores and they are posting their financial transactions in 52 (fifty two)

currencies. To support the increasing demand and customer growth, CubeInsights,

Inc. is interested in forecasting their sales revenue and sales volume at Product

levels. CubeInsights, Inc. is currently using spread sheet for their next 6 (six) month

rolling forecast and they are using their past six months actuals as a baseline for the

forecast. While forecasting, the company wants to consider the forecast values as

Page 4: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 4

well for forecasting for the preceding months if actuals are not available within those

preceding six months.

Page 5: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 5

Business Scenario – 1:

� CubeInsights, Inc. is manufacturing and selling consumer products to it's

customers through it’s various entities.

� The company wants to make rolling-forecast of Profit & Loss(ACCOUNT based)

for one of its’ entities – Unites states, in local currency.

� The forecast has to be for the following Profit & Loss accounts for the product

- Eau De Lacoste 1 OZ:

o Third Party Sales

o Intercompany Sales

o Material Cost

o Labor Cost

o Personnel Cost

o Travel & Entertainment

o Advertising & Promotion

o Financial Income/Expense

o Clearing Account

� The forecast period is : Feb 2013 to Jul 2013.

� For the rolling forecast, the company wants to use it’s past six months’ Profit

& Loss data(ACTUALS). The past six months are : Aug 2012 to Jan 2013.

� Rolling forecast for each month has to be the average of the preceding six

months’ Profit & Loss(ACTUALS) data.

� Within the preceding six months, if ACTUALS – Profit & Loss data, are not

available for a particular month, then forecast values for that month are to be

considered.

Page 6: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 6

Business Scenario – 2:

� CubeInsights, Inc. is manufacturing and selling consumer products to it's

customers through it’s various entities.

� The company wants to make PRODUCT based rolling forecast for one of its’

entities – Unites States, in local currency.

� The forecast has to be for the revenue generated from products sold.

� And, the forecast has to be for the following products:

o Head & Shoulder Shampoo 10 OZ

o Pantene Shampoo 12 OZ

o Lemon Fresh Shampoo 8OZ

o Olay Base Moisturizer 6 OZ

o Olay Age Protect 6 OZ

o Olay Natural White

o Wella – ProSeries Care

� The forecast period is : Feb 2013 to Jul 2013.

� For the rolling forecast, the company wants to use it’s past six months’

product’s revenue data. The past six months are : Aug 2012 to Jan 2013.

� Rolling forecast for each month has to be the average of the preceding six

months’ product’s revenue data.

� Within the preceding six months, if ACTUALS – product’s revenue data, are

not available for a particular month, then forecast values for that month are

to be considered.

Page 7: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 7

Solutions Architecture:

The solution makes use of SAP BW server which is using SAP HANA as database

server to store data. SAP BPC 10 NW server is sitting in between SAP BW and the SAP

BPC’s various front end tools – MS Office Tools and the web browser.

Data from various data sources can be uploaded into SAP HANA database. This data

is then processed by SAP BPC server through SAP BW and then shown through MS

office client and web interfaces.

Besides this, SAP BW server can also be accessed through SAP GUI – a Windows

Client, but It is not advisable to change the data through SAP BW.

Page 8: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 8

Page 9: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 9

Solutions Building Blocks:

CubeInsights, Inc’s entities are exporting past sales revenue and sales volume data to

SAP BW. These data are then transferred to SAP BPC cube. Business users can now

forecast sales revenue & volume for the next six months for an entity, using SAP BPC

NW 10.

# Solution Building Blocks System/Infrastructure Technical Details

1 Environment : ENV120_JUL28 SAP BPC SAP BPC Server

2 Model : ROLLING_FORECAST SAP BW Real-Time InfoCube Model Type - Financial

3 Dimension : ACCOUNT SAP BPC Dimension Dimension Type – A

4 Dimension : CATEGORY SAP BPC Dimension Dimension Type – C

5 Dimension : ENTITY SAP BPC Dimension Dimension Type – E

6 Dimension : PRODUCT_ALLOC SAP BPC Dimension Dimension Type – U

7 Dimension : RPTCURRENCY SAP BPC Dimension Dimension Type – R

8 Dimension : TIME SAP BPC Dimension Dimension Type – T

9 Six Months Rolling Forecast SAP BPC Data Manager Package.

This is used to run the

logic script which makes

ACCOUNT based rolling

forecast.

10 Six Months Rolling Forecast Product SAP BPC Data Manager Package.

This is used to run the

logic script which makes

PRODUCT based rolling

forecast.

11 RF_SIXMONTHS.LGF SAP BPC Logic Script. This is used

to calculate ACCOUNT

based six months rolling

forecast.

12 RF_SIXMONTHS_PROD.LGF SAP BPC Logic Script. This is used

to calculate PRODUCT

based six months rolling

forecast.

13 SixMonthsRollingFcst.xlsx SAP BPC Input Form as well as

Report. The work book

Page 10: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 10

in the input form/report

is used to accept past six

months data for

ACCOUNT and PRODUCT

based rolling forecast.

And, also to show the

subsequent six months’

ACCOUNT and PRODUCT

based rolling forecast

data.

14 /CPMB/FX_RESTATMENT SAP BW Process Chain. This is

used to run the logic

scripts which are used to

calculate ACCOUNT and

PRODUCT based six

months rolling forecast.

This is an existing

process chain and for

demo purpose, this is

being used in this Rolling

Forecast planning

solution. This process is

NOT performing any

currency conversion

here.

Page 11: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 11

Entity Structure:

The following picture shows the entity structure for the main group – CubeInsights,

Inc. The main group has invested in its’ subsidiaries – US, Singapore and Germany.

While US has invested in Canada with 70% stake and Singapore in India with 80%

stake, Germany has invested in UK with 20% stake. As for the main group of

CubeInsights, it has 80% stake in the US subsidiary, 80% stake in the Singapore

subsidiary and 90% stake in the German subsidiary.

Page 12: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 12

Product Hierarchy:

CubeInsights, Inc. is producing and selling the CPG industry products to the outside

world. The following diagram shows the product hierarchy. At the hierarchy, Product-

Family is at the top. Each Product-Family has various Groups under it. And, each

Group consists of Products. And, each Product consists of SKUs.

Page 13: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 13

Product Hierarchy – Sample:

The following diagram shows a sample product hierarchy used in the solution. Here,

there are two product families – Personal Care & Household Care. Under the Family

– Personal Care, there are five Groups, and the Group – Beauty & Grooming, is

having six products. And the product – Shampoo & Conditioner, is having 3 SKUs. For

more details, refer to the diagram below.

Page 14: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 14

Product Hierarchy – Sample:

Page 15: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 15

List of Accounts:

CubeInsights, Inc. is using the following accounts to keep track of CPG product sales:

Page 16: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 16

Dimension – ACCOUNT

The following screen shows the dimension members from ACCOUNT dimension :

Page 17: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 17

Dimension – CATEGORY

The following screen shows the dimension members from CATEGORY dimension :

Page 18: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 18

Dimension – ENTITY

The following screen shows the dimension members from ENTITY dimension :

Page 19: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 19

Dimension – PRODUCT_ALLOC

The following screen shows the dimension members from PRODUCT_ALLOC

dimension :

Page 20: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 20

Dimension – RPTCURRENCY

The following screen shows the dimension members from RPTCURRENCY dimension :

Page 21: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 21

Dimension – TIME

The following screen shows the dimension members from TIME dimension :

Page 22: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 22

Configuration :

� Step # 1 : Login to BPC NW 10 server and launch BPC web administration

client.

� Step # 2 : Create and configure the dimensions needed(ACCOUNT, CATEGORY,

ENTITY, PRODUCT_ALLOC, RPTCURRENCY & TIME).

� Step # 3 : Create and configure the model – ROLLING_FORECAST.

� Step # 4 : Create an input form to accept the ACTUALS data for account-based

forecasting.

� Step # 5 : Develop logic script to make account-based forecast based on the

ACTUALS.

� Step # 6 : Create and configure a data manager package to run logic

script(created at Step # 5) to forecast sales based on accounts.

� Step # 7 : Create an input form to accept the ACTUALS data for product-based

forecasting.

� Step # 8 : Develop logic script to make product-based forecast based on the

ACTUALS.

� Step # 9 : Create and configure a data manager package to run logic

script(created at Step # 8)) to forecast sales based on products.

Page 23: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 23

Planning :

� Step # 1 : Open the input form(created at Step # 4) and key-in ACTUALS data

for six months for account-based forecasting. Save the data.

� Step # 2 : Run the DM package create in Step # 6. This, in turn, runs the logic

script, developed in Step # 5 under Configuration section, to calculate the

forecast values for the accounts.

� Step # 3 : Verify the results in the input form opened in Step # 1.

� Step # 4 : Open the input form(created at Step # 7 under Configuration

section) and key-in ACTUALS data for six months for product-based

forecasting. Save the data.

� Step # 5 : Run the DM package create in Step # 9. This, in turn, runs the logic

script, developed in Step # 8 under Configuration section, to calculate the

forecast values for the products.

� Step # 6 : Verify the results in the input form opened in Step # 4.

Page 24: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 24

Rolling Forecast in Action :

1. To resolve business scenario – 1, login to BPC 10 NW server as shown in the

screen.

Page 25: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 25

2. Launch BPC web admin. client.

Page 26: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 26

3. Create and configure ACCOUNT dimension as shown below:

Note : The property – IS_ACCT_FC, allows the accounts to be identified for

forecasting.

Page 27: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 27

1.1 Populate the ACCOUNT dimension with members as shown below:

Page 28: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 28

4. Create and configure CATEGORY dimension as shown below:

Page 29: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 29

4.1 Populate the CATEGORY dimension with members as shown below:

Page 30: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 30

5. Create and configure ENTITY dimension as shown below:

Page 31: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 31

5.1 Populate the ENTITY dimension with members as shown below:

Page 32: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 32

6. Create and configure PRODUCT_ALLOC dimension as shown below:

Page 33: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 33

6.1 Populate the PRODUCT_ALLOC dimension with members as shown below:

Page 34: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 34

7. Create and configure RPTCURRENCY dimension as shown below:

Page 35: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 35

7.1 Populate the RPTCURRENCY dimension with members as shown below:

Page 36: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 36

8. Create and configure TIME dimension as shown below:

Page 37: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 37

8.1 Populate the TIME dimension with members as shown below:

Page 38: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 38

9. Create and configure the model – ROLLING_FORECAST, as shown below:

Page 39: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 39

10. Now, launch Excel add-in for MS Office:

Page 40: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 40

10.1 And, connect to model – ROLLING_FORECAST, as shown below:

Page 41: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 41

11. Create an input form, as shown below, to accept the ACTUALS data for account-

based forecasting:

Take note of the dimensions in the Page, Row and Column axis i.e.

- Page axis contains ENTITY, PRODUCT_ALLOC & RPTCURRENCY dimensions.

- Row axis contains ACCOUNT dimension.

- Columns axis contains TIME & CATEGORY dimensions.

Page 42: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 42

12. And, the final input form looks like the following:

Page 43: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 43

Important Note :

The input form has been designed in a separate tab in the Excel workbook. This tab

contains the input form for account-based forecasting for sales. Later, we will be

using the second tab to design the input form to forecast the sales based on the

product.

The input form calculates the forecast for the next 6 months(including the current

month). Current month and year is picked up by the form based on the server’s data

& time(which in this case is – 02/07/2013).

Whenever the input form is opened, it will show the forecast values for the next six

months(including the current server month). We need to clear all the values for

ACTUALS before calculating the forecast values.

TIME dimension members in the column axis are generated DYNAMICALLY i.e.

relative to the server’s data and time. The logic behind the dynamic generation of

the columns is in the hidden rows which we will see in the next step/screen.

Page 44: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 44

13. The screen below shows the input form, showing all the hidden rows. The hidden

rows contain the logic(both – Excel and EPM functions) to show the dynamically

generated TIME dimension values.

Page 45: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 45

The cell highlighted above is the central point which is driving the calculation of all

the TIME dimension values. The highlighted area at the top shows the Excel formula

used to generate the starting month and year for the forecast. All the other values

are derived using EPM function as shown below:

Page 46: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 46

14. The screen below shows how another TIME dimension value is calculated:

Page 47: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 47

14.1 The screen below shows how another TIME dimension value is calculated:

Page 48: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 48

15. Since the user has nothing to do with the logic, those rows are hidden and the

following screen shows how the form looks after hiding the logic rows:

Page 49: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 49

16. Now, key-in the ACTUALS data for account-based forecasting as shown in the

screen below:

Since the server data is 02/07/2013, key-in the 6 months values prior to Feb 2013.

Page 50: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 50

17. Now, go to logic script section of the BPC web admin client as shown below and

launch it :

Page 51: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 51

17.1 Launch the Scripts for ROLLING_FORECAST model.

Page 52: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 52

18. Create a logic script as shown in the screen below:

Since the ACCOUNT dimension has too many accounts, accounts are being filtered

based on the property – IS_ACCT_FC (Is account meant for forecasting?). Save the

script as RF_SIXMONTHS.LGF and close the workspace/tab.

When the script is run through data manager package, the script prompts the user

for input for ENTITY, PRODUCT_ALLOC & TIME member values. Based on that, the

script calculates the past 6 months’ average values to forecast for the next 6 months.

TIME input must be same as the server’s data and time values.

Page 53: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 53

19. Now, return to logic script section of the main screen as shown below:

Page 54: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 54

20. Go to Home workspace/tab now, as shown below:

Page 55: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 55

21. Now, launch EPM add-in for Excel:

Page 56: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 56

22. Connect to ROLLING_FORECAST model:

Page 57: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 57

23. Go to Data Manager section:

Page 58: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 58

24. Click Organize menu:

Page 59: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 59

25. Click Organize Package List menu:

Page 60: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 60

26. Create Packages folder under ROLLING_FORECAST folder:

Page 61: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 61

27. On the right hand side, Right click and click on Add Package:

Page 62: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 62

28. Create a package with the following details:

Note : For demo purpose, I am using one of the existing process chains.

Page 63: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 63

29. Click on Modify Script button:

Page 64: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 64

30. Click on Advanced button:

Page 65: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 65

31. Code the section as shown within the RED coloured rectangle and take note of

the script file name(highlighted in GREEN colour, which we created a while ago):

Click OK button now.

Page 66: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 66

32. Click Save button now.

Page 67: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 67

33. Click Save button again in the following screen.

Page 68: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 68

34. Click Close button now.

Page 69: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 69

35. Go to EPM section:

Page 70: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 70

36. Open the input form we created earlier and take note of the 6 months ACTUALS

data we entered earlier:

Page 71: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 71

37. Go to Data Manager section:

Page 72: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 72

38. Click Run Package menu:

Page 73: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 73

39. Select the DM package we created earlier(Six Months Rolling Forecast) and Click

Run button at the bottom:

Page 74: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 74

40. Key in the inputs and click Next button. Take note of the TIME member

value(highlighted in GREEN colour) which matches the server’s Month and Year.

Page 75: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 75

41. Click Finish button.

Page 76: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 76

42. Click OK button at the prompt.

Page 77: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 77

43. Click View Status button.

Page 78: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 78

44. Check the Package Run status and close the screen.

Page 79: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 79

45. Go to the input form and click Refresh button.

Page 80: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 80

46. Verify the results.

Page 81: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 81

47. For product-based forecast(Business Scenario – 2), repeat all of the earlier steps.

The following screen shows the script needed to calculate the forecast:

Page 82: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 82

48. The following screen shows the results of product-based forecast of sales:

Page 83: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 83

Appendix – 1 :

Data Manager Script – Account :

The following script shows the Data Manager script which calls/runs the logic

script(RF_SIXMONTHS.LGF) which does the account based forecasting:

Page 84: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 84

Data Manager Script – Product :

The following script shows the Data Manager script which calls/runs the logic

script(RF_SIXMONTHS_PROD.LGF) which does the account based forecasting:

Page 85: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 85

Logic Script for Account-Based Forecasting :

The following screen shows the logic script(RF_SIXMONTHS.LGF) which makes the

account based forecasting:

RF_SIXMONTHS.LGF

Page 86: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 86

Page 87: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 87

Page 88: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 88

Logic Script for Account-Based Forecasting :

RF_SIXMONTHS.LGF

Page 89: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 89

Logic Script for Product-Based Forecasting :

The following screen shows the logic script(RF_SIXMONTHS_PROD.LGF) which makes

the product-based forecasting:

Page 90: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 90

Logic Script for Product-Based Forecasting :

RF_SIXMONTHS_PROD.LGF

Page 91: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 91

Disclaimer:

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Page 92: SAP BPC NW 10.0 Rolling Forecast

_______________________________________________________________________________

Author: Chief Architect:

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Domain Champion

[email protected] 07/25/2013 [email protected], (916)-296-0228 - Cell

CloneSkills, Inc., http://www.CloneSkills.com , [email protected] , 1.800.836.8959, Page - 92

SAP Community Contributors:

Author : Chief Architect :

Murugesan Annamalai Jothi Periasamy

SAP Project Manager/ Lead SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Lead SAP BPC/BOBJ/BI/MDM Community Domain

Champion

[email protected]

[email protected], (916)-296 0228 - Cell

We always appreciate your help and support in growing SAP HANA/EPM/BI/EIM

community. Don’t hesitate to contact us for any of your needs, including:

� Rolling Forecast

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� etc.