SAP BPC 7.0 for Microsoft平台技术指南

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"SAP Business Planning and Consolidation 7.0 是一款由SAP公司推出的用于企业财务规划与合并的解决方案，主要针对微软平台设计。该版本适用于系统管理员和技术顾问，旨在提供高效、精确的预算编制、预测以及财务报表整合功能。文档版本为1.0，发布于2008年7月31日，包含了对第三方软件供应商的专有软件组件，如微软的Office套件（包括Outlook和PowerPoint）。此外，文档也提及了IBM的相关产品，如DB2数据库和操作系统。" SAP Business Planning and Consolidation (BPC) 7.0是SAP的旗舰级财务管理工具，特别针对复杂的多实体、多币种的企业环境设计。这个版本主要聚焦在以下几个关键知识点： 1. **集成与兼容性**：BPC 7.0与微软平台高度集成，支持使用Office工具（如Excel）进行数据输入、编辑和分析，这使得财务专业人员能够利用他们熟悉的工具进行业务规划，提高工作效率。 2. **系统管理员与技术顾问**：此解决方案的目标用户包括系统管理员和技术顾问，他们需要理解和配置系统，确保其稳定运行并满足企业的特定需求。 3. **功能特性**：BPC 7.0提供了预算编制、预测、实际数据录入、模拟分析和财务报表合并等功能。它支持实时数据整合，有助于企业快速响应市场变化，做出战略决策。 4. **数据安全与权限管理**：由于涉及敏感的财务信息，BPC 7.0具备强大的用户管理和权限控制机制，确保数据的安全性和合规性。 5. **第三方软件组件**：SAP BPC 7.0集成了其他厂商的软件，如IBM的DB2数据库，用于高效的数据存储和处理，以及微软的Office工具，提供直观的用户界面和协作能力。 6. **版本更新与变更**：文档指出信息可能随时间更改，意味着用户需要定期更新软件以获取最新的功能和改进。 7. **商标与知识产权**：SAP、微软、IBM等公司的产品和服务均受各自商标保护，未经授权不得复制或传播。通过SAP BPC 7.0，企业能够实现更精准的预算预测，更快的合并周期，以及更强的合规性，从而提升整体的财务管理水平。这款解决方案不仅提高了财务部门的工作效率，也为整个企业的决策制定提供了强有力的支持。

User’s Guide: SAP BPC for Office

July 31, 2008

Page 16 of 160

Changing the current view

BPC's current view feature is what transforms static spreadsheets into dynamic, reusable reports and

input schedules. The current view represents the dimensions that are included in the current application,

and the members that are used in the current display of a live report (or the saved members in an offline

report).

You can instantly change the current view in a live report by selecting new members from the current

view.

Any cell in a report or input schedule that contains the EvCVW function is current view-dependent. If you

change the current view, the data displayed changes to reflect the new current view settings.

You can set a workbook to refresh automatically upon selecting a member from the current view, or to

allow a manual refresh. See Setting workbook options.

To change the current view

1. Make sure the action pane is maximized. See Minimizing/maximizing action panes.

2. Maximize the current view list in the Session Information section.

3. Enter a member, select from the recently-selected members list, or click More to open the

Member Lookup. See Using the Member Lookup.

4. If you are prompted to refresh the report or input schedule, click Yes.

Using the Connection Wizard

The Connection Wizard provides a way to set defaults for, or change your BPC connection settings. After

you run through the Connection Wizard and set defaults, you can log on to BPC by just clicking OK in the

BPC Login window.

You should use the Connection Wizard in the following scenarios:

• The first time you log on to BPC, so you can establish default connection settings

• When you want to log on to BPC with a different user ID and password than your default

credentials or the ID and password you supplied the last time you logged on

• When you want to connect to a different server than your default server or the last server you

logged on to

• When a new application set has been added, and you want to access it

To use the Connection Wizard

1. From the BPC Login window, click the Connection Wizard button.

2. Enter the server name or IP address, or select one from the list, then select Next.

3. In the Authentication screen, accept the default Use the Windows ID and Password, or to

log on using a different ID and password, select Connect to server using different ID and

Password. If you selected the latter option, perform the following steps. Otherwise, click Next.

a. In the User ID field, enter a user ID.

b. In the Password field, enter a password.

c. In the Domain name field, enter a domain name if your system requires it. See your

network administrator for more information.

d. Select the Save Password check box to save the user ID and password you entered, so the

next time you log on, you can log on with the specified credentials transparently.

e. Select My Windows User ID is the same as above if you are logging on to a multi-server

environment, and your BPC credentials are the same as your network credentials. We

recommend you always select this option in a multi-server environment because it increases

performance.

f. Click Next.

4. From the Application Set Information screen, select the application set (or accept the default)

from the Application set field, then click Next.

User’s Guide: SAP BPC for Office

July 31, 2008

Page 17 of 160

The Application Set Information screen also provides information about your

server(s). In addition, if an alternate service provider has been installed on the server,

this window provides the option to select the service provider through which to connect.

Please see your system administrator for more information.

5. Review the information in the Summary screen, then click Finish.

6. Click OK.

Starting BPC for Office

You start BPC for Office from the desktop BPC icon, Start menu, or from a browser. The BPC launch page

is displayed. From there, you can open BPC for Excel, BPC for Word, BPC for PowerPoint, or

Administration. If you select one of these items, you are prompted to log on to an application set and

application combination. You can also access the download page from the launch page.

To start BPC for Office

1. Do one of the following:

• From a browser, type http://<server name>/osoft.

• From your desktop, click the BPC icon.

• From the Windows Start menu, select SAP > BPC.

2. From the launch page, select BPC for Excel, BPC for Word, or BPC for PowerPoint.

3. In the Login window, select the application set and application to which you want to log on, then

click OK.

If you are logging on to a server for the first time, or you want to change the server to

which you are logging on or your credentials, you must use the Connection Wizard to

set up the server. See Using the Connection Wizard.

4. If prompted to update files, click Yes. In the Update complete message box, click OK.

Starting BPC for Excel

You start BPC for Excel from the BPC for Office Launch page.

After starting BPC for Excel, you can start using it by making a selection from the action pane. You can

also use the BPC and Microsoft Excel menus to perform tasks.

To start BPC for Office

• From the BPC for Office Launch page, select BPC for Excel.

Starting BPC for Word

You start BPC for Word from the BPC for Office Launch page.

After starting BPC for Word, you can start using it by making a selection from the action pane. You can

also use the BPC for Office Toolbar to perform tasks.

To start BPC for Office

• From the BPC for Office Launch page, select BPC for Word.

Starting BPC for PowerPoint

You start BPC for PowerPoint from the BPC for Office Launch page.

After starting BPC for PowerPoint, you can start using it by making a selection from the action pane. You

can also use the BPC for Office Toolbar to perform tasks.

User’s Guide: SAP BPC for Office

July 31, 2008

Page 18 of 160

To start BPC for Office

• From the BPC for Office Launch page, select BPC for PowerPoint.

Starting BPC Web

From BPC for Office, you can start BPC Web.

To start Web, do one of the following

• From any action pane, select BPC Web.

• From for Excel, select ePublish > View BPC Web.

Working on the offline client

BPC for Office has an offline feature that allows you to work with a report or input schedule in a

disconnected state. When you work on the offline client, you can perform all your Excel tasks while

disconnected from the BPC server, then bring the workbook back to its live state when you reestablish

connectivity.

Before you can work with a workbook offline, the current view and data must be locked using the Park N

Go feature. See Locking the current view and data.

When you are ready to bring the report back online, you can restore it back to its live state. See

Restoring locked or offline reports and input schedules.

To work on a report or input schedule offline

1. Start BPC for Excel.

2. From the Login page, click the Work Offline button.

3. Open the desired report or input schedule. See Accessing reports or Accessing input

schedules.

4. Modify the workbook, as desired.

5. When you are done working on it, save the report or input schedule.

Using Business Process Flows

You use business process flows to perform BPC tasks that are within a defined business process.

About Business Process Flows

Business process flows are comprised of steps that must be completed sequentially, and sub-steps, which

do not. The sequence of steps and sub-steps are displayed in the BPF 'To Do' list.

If a step does not contain sub-steps, the step contains the task to be completed. When you select it, the

associated BPC task is displayed. If the step has sub-steps, you cannot select the BPF step because the

step serves as a container for the sub-steps. In this case, the sub-steps contain the tasks to be

completed.

About steps that require completion

Business process flow steps can be set up to require completion criteria, which involves setting the work

status for a data region. This means the process cannot continue until the work status is set to the

appropriate state.

All steps listed in the 'to do' list indicate 'Completion Required.' This means that the user performing the

step must indicate that they have completed the step. This does not necessarily mean that the work

status needs to be set to a certain state. If the step does require a specific work status setting, a message

will be displayed and the user cannot continue until the work status is set appropriately.

User’s Guide: SAP BPC for Office

July 31, 2008

Page 19 of 160

About steps that require review

An administrator has the ability to define whether steps require review before the next step in a business

process flow can begin. To ensure that a reviewer knows that a step is ready for review, the administrator

for the business process flow can enable alerts.

When a step requires review, the text “Requires Review” is displayed to the right of the step. Users are

not permitted to move to the next step until this step has been reviewed by the designated reviewer.

Opening business process flows

You can open business process flows to which you have access. You specify a name and the data region

for this business process. The dimensions that display on this action pane are determined by the BPF

setup.

When you open a business process flow, you are required to choose a data region. This data region

determines the context for the processes. The available dimensions to choose from are determined by the

setup of the business process flow. The default values for the displayed dimensions are inherited from the

active current view.

Business process flows can be opened from BPC Web and BPC for Excel.

To open a business process flow

1. From the Getting Started action pane (from BPC for Excel or BPC Web), select Open a

business process flow.

2. From the Open business process flow - Step 1 of 2 action pane, select the business process

flow you want to open.

3. Click the

button.

4. From the Open business process flow - Step 2 of 2 action pane, select the desired data

region. Use the drop-down list boxes to choose member values that have been previously

selected, or click the dimension name (or select More) to select members using the Member

Lookup.

5. Click the

button.

6. For information on using the business process flow, see Using the business process flow 'to

do' list.

Using the business process flow 'to do' list

The business process flow ‘To do’ list displays the steps and sub-steps defined in the BPF. Steps must be

performed sequentially. For example, to begin step 2, step 1 must be complete. Completed items cannot

be selected, as they are no longer enabled. Sub-steps need not be completed sequentially.

To use the business process flow ‘To do’ list

1. From an open business process flow, click the link for the task that you are required to complete.

A BPC interface opens and the action pane contains an instruction for the defined process.

2. After completing the work for this item, go back to the To Do list by clicking the Back to BPF link

in the action pane.

3. If you are required to mark the step as complete, click the

icon, and click the This step is

completed link in the action pane. If the step requires that a specific work status be set, a

message will be displayed and you cannot continue until the work status is set appropriately.

4. Continue to the next available step or sub-step, as required.

Approving a step as a reviewer

An administrator has the ability to define whether a step requires review before the next step in a

business process flow can begin.

When a step is waiting for your review, the BPF To Do list displays "Requires Review" to the right of the

step.

User’s Guide: SAP BPC for Office

July 31, 2008

Page 20 of 160

To approve a business process flow step

1. From the Getting Started action pane (from BPC for Excel or BPC Web), select Open a

business process flow.

2. Select the business process flow for which you need to review a step, then click the

button.

3. Select the appropriate data region, then click the

button. The business process flow ‘To do’

list now appears with a notation to the right of the step that requires review.

4. After completing your review of the step, select Review this step in the action pane.

5. To approve the step, select Accept. To reject it, select Reject.

6. To save your changes, click the

button.

Reporting on business process flows

You can generate two different types of BPF reports: a standard BPF report and a BPF step report. Both

reports allow you to specify the business process flow, time frame, associated data region, and page

orientation.

The standard BPF report lists the steps and sub-steps in the right column, and the status of each step or

sub-step in the left column.

The BPF step report lists the dimension that drives the BPF for which the report is run in the rows, and the

status of each step and sub-step in the columns.

Statuses are: Rejected (shown in red on the step report), Review Required (shown in yellow on the

step report), and Completed (shown in green on the step report).

To generate a BPF report

1. From the Getting Started - BPC for Excel action pane, select Open BPC System Reports.

2. Select BPF reports.

3. Select the desired BPF from the BPF Reports category if you want to prepare a standard report,

or select the BPF from the BPF Step Reports category if you want to prepare a BPF Step report.

4. Specify the start date, end date, orientation and data region to report on.

5. Click the

button to generate the report for the selected business process flow. The report

appears in a new browser window.

Building reports and input schedules

BPC provides all the tools your company needs to control the data input process and analyze that data.

With BPC reports, users can quickly access accurate, current, and relevant data, and work with it within

the familiar Excel interface. With BPC input schedules, users can enter and send data to a database,

directly from Excel spreadsheets. BPC provides several templates that help you get started working with

reports and input schedules.

About BPC reporting

With BPC reporting, users can quickly access accurate, current, and relevant data, and work with it within

the familiar Excel interface. Because BPC is linked to a centralized database, you always have access to

the most recent information. In addition to providing real-time data, BPC makes it easy to "slice and dice"

multidimensional data using the BPC current view, always accessible from the active action pane.

BPC provides a variety of report templates to help you get started designing reports. When creating a new

report, you should start with an existing report or report template, and then modify it. Doing this

preserves some useful features of BPC-supplied reports, such as the control panel. The control panel,

hidden by default, contains built-in functions, and allows you to customize the format and content of the

template. See Using control panels.

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