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SAP BPC EPM Reporting Training on-site

Course Description/Summary:

This course gives users a comprehensive toolbox for building dynamic reports and input forms in the EPM Add-in for Excel interface. The course begins with basic reporting considerations and moves onto advanced reporting topics.

Audience

  • BPC Report buildings
  • BPC Administrators
  • BPC Power Users

Prerequisites

  • Experience using Microsoft Excel

Content

  • Report Editor
  • EPM Pane
  • Sheet, User, and Context Options
  • Member Relationships
  • Multi-Report Worksheets/Workbooks
  • Local Member Calculations
  • EPM Functions

Duration: 3 days

Cost: 1.900 € per participant.
Timing: For On-Site Classroom, these courses should be taken just after your initial data load.

Training Curriculum:

  • Presentation, instructor demonstrations, and exercises use our Training environment.

BPC 10.x Reporting Learning Objectives 

  • Level 1
    • Recognize the definitions of the BPC terms: environment, model, dimension, member, and data
    • Identify the steps to log on to BPC for Excel
    • Recognize the main areas of the EPM Add-in interface and layout
    • Identify the three ways a report can be created
    • Name the steps involved in creating a report using the Report Editor
    • Identify the different methods for saving and opening reports
    • Recognize the process for editing a report by switching the row and column axes
    • Identify the methods for editing a report using the Report Editor and the Page axis
    • Name the steps involved in creating a report using the EPM Pane
    • Recognize the steps and functions involved when creating a report in-sheet
    • Identify the correct options menu where Member Recognition is activated
    • Identify the use of Auto Fill and Ambiguous Member Name functions when creating a report in-sheet
  • Level 2
    • Identify what information is displayed in the EPM Context Bar
    • Recognize the four ways that the EPM Context Bar may be displayed
    • Identify how the Context Bar settings works with dimensions and members
    • Recognize the location of the context display options and their uses
    • Determine the level at which context locks can be applied
    • Distinguish between different Selection Relationships
    • Identify the steps for hiding and removing empty rows/columns using No Data and Zero Values options
    • Identify formatting options in Sheet Options to modify data rows and columns
    • Identify steps to convert calculations to Local Members
    • Identify the Refresh button to refresh the worksheet
    • Determine the correct selection from the Refresh menu to refresh a range of cells in a report
    • Identify where in User Options to set 'Warn if Report Exceeds' warning upon refreshing
    • Differentiate between EPM Planning Features, spread, trend, and weight
    • Recognize the steps for utilizing the Save Data button to save data to the server
    • Identify the features of Input Forms used for entering data
  • Level 3
    • Identify the steps taken to sort data
    • Identify the steps taken to sort members
    • Recognize the process for creating data filters
    • Identify the process for ranking members
    • Differentiate between simple and multidimensional axes
    • Recognize process and rules for creating multidimensional reports
    • Recognize the behavior of local members in multidimensional reports
    • Differentiate between symmetric and asymmetric reports
    • Identify the steps for excluding and keeping members
    • Identify the different ways to expand and collapse hierarchies
    • Name the steps for utilizing automatic worksheet generation and identify aspects of automatically generated worksheets
  • Level 4
    • Recognize the process for customizing a member name
    • Identify the process for enabling Offline Mode and distinguish between offline and live reports
    • Identify where the Keep Blocks option is located and how it affects the filtering of nested axes
    • Identify the steps for creating multiple reports within a sheet
    • Recognize the behavior of multiple reports within a sheet
    • Identify the process for adding Quick Links and configuring Quick Links options
    • Recognize the process and rules for saving comments to the database using comments functions
    • Identify the steps for preventing changes to workbooks, worksheets, and input schedules using EPM Protection
    • Identify the function used to create a user selection cell dynamic to the context
    • Identify the function used to create a user selection cell not connected to the context
    • Differentiate between commonly used EPM functions
    • Identify the function used and the steps taken to create time period offsets
    • Distinguish between EPMRetrieveData that retrieves data, and EPMScaleData, that both retrieves and scales data
    • Identify the different properties and values retrieved using the EPMMemberProperty and EPMDimensionPropertyValues functions
    • Identify the argument syntax for the EPMSaveData function
    • Differentiate between types of informational functions
    • Differentiate between the formatting options available using the EPM Formatting Sheet and those available using Sheet Options
    • Recognize the EPM Formatting Sheet and the process for formatting reports
    • Identify the process for applying conditional formatting to the EPM Formatting Sheet
    • Identify the steps taken to create an axis with parent and base level members
    • Recognize the steps for creating a rolling forecast that is dynamic to a user selection area
    • Identify best practice formatting principles
    • Distinguish between the process for adding local members directly in-sheet and in the Report Editor
    • Identify the functionality of EPMCopyRange
    • Identify the functionality of EPMComparison
    • Identify the functionality of EPMInsertCellsBeforeAfterBlock
    • Identify the steps to take to add refresh and save buttons using VBA
    • Identify the process for inserting members via right clicking and accessing the EPM options
    • Identify the process for overriding members on an axis using EPMDimensionOverride
    • Identify the process for overriding members or dimensions on an axis using EPMAxisOverride
  • Level 5
  • Level 6

Take Away Training Materials:

  • PDF of presentation

Software:

  • EPM Add-In (SAP Planning and Consolidation 10 or 10.1 for Microsoft or NetWeaver)

Advanced Preparation:

  • None

Date: 18/03/2019 – 20/03/2019

Register now: 

SAP BPC EPM Reporting Training on-site

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