SAP BPC10 - Plng Module 7 - Miscellaneous Topics

7/25/2019 SAP BPC10 - Plng Module 7 - Miscellaneous Topics

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SAP Business Objects: Planning


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IBMr

IBM Corporation 2013

IBM Global Business Services

SAP Enterprise PerformanceManagementModule 7: Miscellaneous Topics (Master DataValidation, Drill-Through, Audit, Work Status)

2 SAP Business Objects: Planning


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Module objectives

At the end of this module, you should be able to:

Recognize how to build Master Data Validations

Recognize the concept of Drill-Through

Identify the Audit feature

Identify the usage of Work Status



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Module map: Module 7

Topic 1: Master Data ValidationsTopic 2: Concept of Drill-Through

Topic 3: Audit

Topic 4: Work Status



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Configuration (1 of 5)

The configuration of validations are performed using T-code: UJ_Validationin BI-box.

The Driver Dimension is the dimension in each application that the validationrules will be created from. In most cases it is the Account Dimension (but itcan be any dimension).

An example where we want to check the Account dimension =MYAPP_ACC whenever a record is written to database. We wanted tocheck if the category is Plan it should allow certain accounts and if thecategory is Actual then it should allow accounts mentioned as per the rulecreated .



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From SAP BI, enter the t-code UJ_VALIDATION.

The BPC Validation Maintenance Screen is opened.

Select the Environment where you want the validation rule to be applied to.

Click on the Assign Driver Dimension.



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MYAPP(Model)MYAPP_ACC(Account -Dimension)

Now click on Save Driver Dimension Settings.

Then click on Create or Edit Rule .



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Fill in the rule description, assign members and fill in the validation logic.Save rule.

Once the setting is saved click on the back button to go back to the BPCValidations Maintenance Initial Screen.

In our example, we are going to test to make sure that we can plan only forthose accounts which are mentioned in the rule as plan.This rule means that a record can not be saved to the cube unless thecondition maintained as part of rule are not met.



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Create / Edit Rule For Plan (Member-MYAPPCATDIM) for AccountsCE0004230 and CE0004200.

We have two Validations Rules: One each for Category Actual and Plan



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Result cross checking by creating an Input schedule

Check the same with the use of input schedule from the EPM. It gives errormessage as shown if the conditions are not met.



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Topic 3: Audit




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Introduction

Drill-Through is an interface for Excel feature that allows detailed data froman external source to be viewed by clicking the drill through option from theaction pane from a cell in a report for which the drill through has beendefined.

An example we have a BPC report name called planned depreciation for the

next financial year at cost center level and we would like to see the actualdepreciation for the previous fiscal year, so in this case we can use drillthrough to BW report to see the actual at more detailed level.

In the BPC 10.0 NW version, drill through is available on any cell thatcontains the data. An administrator must configure drill through for the cell inorder to see its data.

You can drill through to the ECC level of data, to a URL or a BEx report.

There is a difference between the Drill Down and Drill-Through:Drill Down is used to drill down on member data within the dimension.

Drill Down is conducted within one report whereas Drill- Through is jump outside of theExcel Interface.



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Setting up Drill-Through

Setup Drill-Through from Administration window



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Setting Up Drill-Through: For a URL (1 of 5)

Step 1: Enter Basic Information


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Step 2: Enter Parameters

When you map a parameter to a dimension, your property or valueautomatically becomes ID. When a user performs a drill through in a report,the parameter value is taken from the property value of the selected datacell.

When you map a parameter to a user defined value, you can enter anyvalue as a parameter.


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Step 3: Run TestClick on Test Query . The Google URL will open with the Value you entered.


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To use the setup click in the data area of the report and then select the Drill-Through option. The URL will be launched with the selected parameters.


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The URL opens up with the dimension member value of ASSET_CAPEXbeing passed for the cell E16, in the EPM report.


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Setting Up Drill-Through: For BEx reports (1 of 5)

Open your existing BEx report in the web browser to get the server details forthe URL parameters.


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Step 1: Enter Basic InformationCopy the URL that is displayed in the web browser and put in target URL.


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Step 2: Enter ParametersFill in the technical name of the BEx report against Query Parameter.

You can add different dimensions as parameters.


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Step 3: Run TestClick on Test Query to test the results of the drill through.

Enter values for Filter 1 and Filter 2.

Run Test and the BEx report should open in the browser.

Click on Apply to save.


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Click on any cell in the data area of BPC Report, select Drill Though menuwith the appropriate Drill through name.

The BEx report should then open in the browser.


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Setting up Drill-Through: Security

URL Drill-Through task security must be granted to be able to configureDrill-Through.

The ManageDrillThrough task is provided through the Secondary AdminTask Profile.

To make URL Drill-Through available to users of Interface for Excel Reports,

they must be assigned a new Analysis Collection TaskEndUserDrillThrough.


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Topic 3: Audit



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Audit: Configuration (1 of 3)

The Audit function is meant to provide the log of information on systembehavior and changes made to prevent an organization from fraud.

The Audit feature is activated from the Administration window. There are twotypes of audit activation: Activity Audit (at Environment Level) and Data

Audit (at Model Level)


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Activity Audit can be activated for activities: Administration, User, BPF, andBusiness Rules Management


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Data Audit can be activated for individual model and for tasks EPM Add-inInput, DM Import, DM Clear, Script Logic Execution, Web Report Input,Journal Input, Business Rule Execution, Ownership and FM Import.

We can also define the frequency in days for recording the audit activities foreach category defined in that model.


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Audit: Introduction

The Audit Log Reports can be launched from the home page.There are three types of Audit Logs: BPF, Security, and General.

Audit logs can be further generated at sub levels for each type.


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Audit: BPF Audit

It provides the audit details on the operations performed on the BPF steps.The log reports are available for Templates, Instances, and Activities.


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Audit: BPF Audit (continued)

It provides the report on the operations performed at a level on which report isgenerated.


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Audit: Security Audit

It provides the audit log report on security objects for Users, Teams, Task Profiles, and Data Access Profiles.




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Audit: General Audit

It provides the Audit log reports for general activities like data changes,comments, work status, and administration activities.

The log report selection can be made on multiple parameters for eachactivity




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Audit: General Audit (continued)

Based on the selection made the log reports are generated in a fixed layout.




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Topic 3: Audit



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Work Status: Introduction

Work Status allows you to lock a region (or slice) of data in a model. It isoptional for the customer.

The work status setting overrides a user's member access privileges to writeto a given region.

The work status is set up in the Administration view and is not process flow

management.




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Work Status: Business Scenario

Load Review Report

Lock the data atResponsibility Cost

CenterStart the Review

Consolidate Data / RunGroup Consolidation

Load Month-end Data

Adjust Month-end Data

Submit Month-end Data

Set the Work Statusdefined by Administrator

Lock the data fromall types of changes

for Accurate Month-end Reporting




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Work Status: Business Scenario (continued)

After entering and saving the data, the users can adjust data and submit it.The administrator can then modify the work status for a specific data region.The work status feature enables to apply a label to a data region and lock itfor review, approval, and so on.

This locks the data region from being overwritten. During write-back, every

individual record is checked for work status, so each individual record thatfails a check is rejected.




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Work Status: Owner and Manager

You can choose the dimension that shall carry the OWNER property for awork status scenario.

Owner is a reserved property for work status.

The Owner is the user that is assigned to a dimension member of yourchoice. The manager of the owner is the owner value maintained on the

parent node of the owner member.



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Work Status: Basic settings

Set up data locking settings for each model. Minimum three and maximum five

dimensions from environment need to be configured for work status.The dimensions should be variable in your business process, such as entity,category, and time. Typically T dimension is a data locking dimension, sincedata is segregated based on time.

Dimensions such as account, data source, reporting currency, and so on, typically

remain static, so those are considered non-data locking dimensions.The dimension that contains Owner property must be defined as a data lockingdimension.

You can enable data locking and select the dimensions to lock the processcontext, or disable data locking.




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You can define if the owner or the manager or both shall be able to set a work status for

a region of data. This is set in Work Status window for an environment .

In the figure above, you define who can change the data in the system:

All: All users with the appropriate member access rights can change data

Locked: No one can change the data.Manager: Only managers (parents of owners) can change data.

Owner: Only owners can change data.

A default work status exists as the first status which cannot be changed. It has aninternal code of 0 and is controlled by the Manager and Owner (Controlled by is set toOwner and Manager). In above screenshot, its Unlocked status.

Work Status: Configuration




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Work Status: Configuration (continued)

The areas of Planning and Consolidation for which you can control the workstatus are:

Data Manager (DM): Controls data input from running a Copy, Import or Movepackage.

Journal (JRN): Controls data input from posting journal entries.

Manual Entry (MAN): Controls data input manually.Comments (COM): Controls data input from posting comments (unstructureddata).

Documents (DOCS): Controls posting documents with model context to theDocument view (unstructured data).

Work statuses (or work status codes) are defined for the entireenvironment (not per model). There is no limit to the number of codes youcan create, but there is a practical limit.

You can change the order of work status, but once you change it, thesystem deletes all locks for all models in the environment.




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Work Status: Notification

Sending email notifications to Owners and Managers is possible.When a change occurs in a work status, they are automatically notified.




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Work Status: Notification (continued)

The email can be seen by navigating in the backend GUI as follows: Menu Business Workplace Inbox Unread Documents.

The text of the email depends on the text maintained in the Notification pop -up in the Work Status setup.




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Work Status: Change from Excel frontend

Change Work Status is used to define for which data region you want tochange the work status.




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Work Status: Change from Excel frontend (continued)

For each dimension, the context member is displayed by default. You canselect another member for a dimension by clicking the ellipsis button.

In BPC NW only base member for each dimension can be selected, exceptthe Owner Dimension, else work status cannot be set.

You can change the work status only for members of which you are theowner or manager.




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Work Status: Audit Report

To view a work status report, select Audit from the left navigation pane on theHome tab, and, from the list of reports, select Work Status.

You specify the report parameters - Model, Dimension Members, Date andTime, and Additional Criteria.

The work status audit report displays the work status codes for a set of given

criteria. It shows Data State, which is the current work state for the data. It tellsthe current stage of the data in the overall approval process. It also shows thedimensions for which you define work status as being applicable.




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Review




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Module summary

Having completed this module, you should now be able to:

Recognize how to build Master Data Validations

Recognize the concept of Drill-Through

Identify the Audit feature

Identify the usage of Work Status




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Course summary

Having completed this course, you should now be ableto:

Provide an overview of BOPC 10.0

Explain and apply BOPC for Admin 10.0

Define and demonstrate security and data

managementRecognize how to construct Reports and InputForms Using EPM

Recognize how to work with Script Logic

Describe and Construct Business Process Flows

Explain and apply Drill-Through

Recognize Master data validation, BPC Audits, andWork Status




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SAP BPC10 - Plng Module 7 - Miscellaneous Topics

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