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.


  • BPC Report buildings
  • BPC Administrators
  • BPC Power Users


  • Experience using Microsoft Excel


  • 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
    • ...
  • 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
    • ...
  • 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
    • ...
  • 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
    • ...
  • Level 5
    • 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
    • ...
  • Level 6
    • 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
    • ...

Take Away Training Materials

  • PDF of presentation


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


  • None


18/02/19 – 20/02/19 | Brussels
18/03/19 – 20/03/19 | Ghent
25/03/19 – 27/03/19 | Hasselt