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See how to approach an SAP Business Planning and Consolidation (BPC) implementation, including acquiring the software and setting up the project team. Then find out how to manage it, from assigning security access to users, to developing applications sets and areas.
Key Concept
SAP Business Planning and Consolidation (BPC) 5.1 is the new name for the software originally known as OutlookSoft. SAP BPC 5.1 is only installed on SQL Server architecture. Thus, SQL Server Data Transformation Services (DTS) is required for extraction, transformation, and loading (ETL) purposes. SAP BPC 5.1 is an intricate and complex software from the beginning of its installation and requires very careful planning. I am working on a project implementing SAP BPC 5.1 at a company that has R/3 Release 4.6C and SAP BW Release 3.1/3.3. The company wanted a better revenue and staff planning system that caters to the needs of making more accurate planning decisions in less time. The company is already using an Excel-based system and an online system, but both systems consume large amounts of time and dont provide accurate information. I will cover how to approach an SAP BPC 5.1 project from creating the project team, to downloading the software, to the implementation of the software. Implementing SAP BPC either on a single or multi-tier server requires you to complete certain prerequisites, especially on the Windows server environment. Although I am referring to an older version of SAP BW and R/3, many of the processes in this article also apply to SAP ERP Central Component (ECC) and SAP NetWeaver BI. This SAP BPC implementation involved six phases: Phase 1. Download SAP BPC Phase 2. Implement SAP BPC Phase 3. Set up the project team Phase 4. Set up security access for the project team Phase 5. Integrate SAP BPC with R/3 and BW Phase 6. Develop the application set and area
During the implementation step, you will come across a screen that asks for the company name. Make sure that the company name is SAP rather than the company for which the software is licensed. As you work through the installation steps, ensure that each item has a check mark next to it (Figure 1). If the system encounters problems during setup, a red X appears next to the area with the error. Make sure you address these errors at this point in the process so that you do not have problems when you configure the software. In my example in Figure 1, the ASP.NET version is incorrect. To resolve this error, I contacted the Windows Server technician to upgrade ASP.NET version V1.1.4322.
Figure 1
Tip!
While installing the software, ensure that your network and hardware technicians are available to resolve issues. When all components that are required for SAP BPC install correctly, you can finish the installation. After the software is installed, you should see the launch page, which you can also access directly using the SAP BPC URL http://<server name>/osoft.
Figure 2
Figure 3
Role Responsibilitie s
Client project manager Executes the project plan and facilitates meetings to ensure all project tasks are completed. Communicates with stakeholders.
Ensures all consulting activities are completed on time and within budget. Helps to resolve issues Consulting and conflicts in all aspects of implementation. Holds design sessions to gather implementation project manager requirements. Client business planning expert Consulting BPC expert Client BPC expert Consulting SQL expert Client SQL expert Provides knowledge and input into how the company is using the current planning system. Helps provide requirements for SAP BPC. Communicates with the business side to resolve business process issues. Ensures that the software installation is completed. Configures SAP BPC dimensions, input schedules, reports, and security. Provides detailed knowledge handover to client BPC experts. Manages SAP BPC, including input schedules, reports, dimension members, and testing. Works closely with client business planning experts. At my company, the client BPC experts are members of the same team. Handles the design, implementation, and testing of ETL activities on SQL. Resolves ETL errors within SQL for BPC. Provides detailed knowledge handover to client SQL expert. Manages ETL activities on SQL, such as batch schedules. Resolves ETL errors within SQL for SAP BPC.
Client R/3 expert Provides feedback about areas that could create conflict in the BPC design Client BW/BI expert Client hardware admin Client SQL database admin Client Basis admin Provides data objects for SAP BPC when SAP BW or SAP NetWeaver BI is a data source for BPC. For my current project, the BW expert also manages SAP BPC, including the activities outlined in the BPC Admin Console. Works closely with the consulting BPC and client BPC experts. Ensures all hardware requirements are met prior to BPC installation. Available at all times to resolve any hardware or network issues. Ensures that the SAP BPC SQL database is implemented prior to BPC installation. Should be available at all times to resolve any database issues. Provides Basis-level support for the project Project team responsibilities
Table 1
You can combine some of the roles in Table 1 for example, client BPC experts can also serve as power users who can build reports and input schedules. The consulting project manager can also serve as the consulting BPC expert and the client BW expert can also function as the client BPC admin expert. It is best to have the BW expert constantly shadow the consulting BPC expert to learn the configuration of the system. Its vital to have a client SQL expert because changes in tables could occur or you might need to add dimensions after the BPC system is in production stage. For the project Im working on, we made sure to involve all the R/3 and BW experts in design sessions along with the client BPC experts. This allowed the BPC experts to understand the SAP system and ensured that client and consulting BPC experts designed the BPC system based on our existing R/3 and BW systems.
In the screen that appears, select the relevant domain and the users for which you want to provide BPC access. Then go through the user detail and assignments screen to select the team (Figure 4).
Figure 4
Figure 5
BPC navigation
Tip!
If you cannot see the Manage Dimensions area, then the software was not installed properly. Read SAP Note 1098427 for information about how to solve this issue. For example, when I click on the Account dimension on the left side, I see this dimensions details in the middle screen. On the right side, I can see all the tasks I can undertake with the dimension under the heading Manage Dimensions.
Create an AppSet
An AppSet is a SQL database universe that stores all the data about a certain subject area, such as financial, HR, or revenue planning. Its similar to an InfoArea in SAP BW. The consulting BPC expert or the client BW expert creates an AppSet by logging on to BPC Administration and clicking on Manage Application Sets. This brings you to the connection wizard (Figure 6). ApShell is the default AppSet use it to log on to SAP BPC. Click on OK and then click on Add a new application set (Figure 7).
Figure 6
Figure 7
In the screen that appears, give the new application set a name. Its best to create a copy of the original AppSet and use this copy to develop other AppSets. This process copies all the standard dimensions, report security, and necessary SQL objects, so the BPC configuration expert knows the work required on the SQL Server level. Give the new application set a name (Figure 8). Then click on the Go to Next Step 2 of 2 button at the bottom of the screen.
Figure 8
Select all the check boxes and click on Add a New Application Set (Figure 9). The system copies all the applications, dimensions, standard reports, SQL tables, Web folders, and user security files from the original ApShell AppSet. The screen in Figure 10 appears after a successful copy of the AppSet.
Tip!
Keep in mind that if you have many database records in an AppSet, then it could take a long time to copy AppSet. If you are copying an AppSet from non-standard AppSet, then avoid copying database record. This reduces the time it takes to copy the AppSet.
Figure 9
Tip!
When copying an AppSet, if the system asks you to restart the send governor service, then you can do this on the Windows Server via Component services. Double-check to ensure that all the tables have been copied by logging on to SQL Database and searching for the tables. Your SQL Database Admin person should help you with this information.
Figure 11
Create a Dimension
During the project planning sessions, the team determines which dimensions are necessary. You can develop any characteristic such as cost center, work breakdown structure (WBS) element, or profit center that you require for planning or reporting as a dimension. You create hierarchies within the dimension (Figure 12). For example, you can create the profit center hierarchy within the profit center dimension.
Figure 12
Create dimensions
To create a dimension, go to BPC Administration and log on to the appropriate ApShell. Then go to the Dimension Library. Click on Add a new dimension (Figure 12). In the screen that appears, provide a dimension name and description (Figure 13). Remember that there should be no spaces or special characters in the name.
Figure 14
Dimension properties
As mentioned in the previous section, the dimension key length in BPC can only be 20 characters long. If you have any characteristics in R/3 or SAP BW with more than 20 characters, and you want to use them for planning, youll need to trim them down to 20 characters to load the data to SAP BPC. Also, descriptions in BPC can be no more than 50 characters. After you create the dimension, you will see the message The task has been successfully completed (Figure 15).
Figure 16
Click on Process dimension under Dimension Tasks on the right side of the screen in Figure 16 to save the dimension data to the SAP BPC server. When you process the dimension, it saves the dimension data to the SQL Server. You can now use this dimension for planning and reporting purposes in input schedules and reports. You can also view this data from SQL Server in the relevant dimension table.