Reporting Document-Sap BPC Epm
Reporting Document-Sap BPC Epm
Reporting
How to create Report and Input forms in BPC
10.0
This document is to facilitate the reader to generate EPM Reports and Input forms
on his own as per business requirements.
Table of Contents
Document Overview ..................................................................................................................................... 4
Target Audience ........................................................................................................................................ 4
Document Prerequisites ........................................................................................................................... 4
Required Knowledge ............................................................................................................................. 4
Document Goals........................................................................................................................................ 4
Document Objective ................................................................................................................................. 4
Introduction to the EPM Add-in.................................................................................................................... 5
Create Connection ........................................................................................................................................ 5
EPM Ribbon................................................................................................................................................... 8
Context ........................................................................................................................................................ 10
EPM Context Bar ................................................................................................................................. 10
EPM Pane ............................................................................................................................................ 10
Report Layout Rules .................................................................................................................................... 11
Overall Layout Rules ............................................................................................................................... 11
Basic Layout Rules ................................................................................................................................... 12
Dimension Placement in the Report Editor ............................................................................................ 14
Member Selection in the Report Editor .................................................................................................. 15
EPM Functions ............................................................................................................................................ 15
Creation of Dynamic Reports ...................................................................................................................... 16
1.
EPMDimensionOverride.............................................................................................................. 16
2.
EPMAxisOverride ........................................................................................................................ 18
3.
EPMMemberID............................................................................................................................ 20
4.
EPMMemberDesc ....................................................................................................................... 22
5.
EPMDimensionProperty.............................................................................................................. 23
6.
EPMMemberProperty ................................................................................................................. 24
7.
EPMMemberOffset ..................................................................................................................... 26
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Document Overview
Target Audience
This document is intended for the following audiences:
Document Prerequisites
Required Knowledge
MS OFFIC E Excel
Document Goals
This Document will prepare you for:
To create reports in Excel Interface of EPM Add in
Document Objective
After reading this document, you will be able to:
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Create Connection
Logging on enables you to establish a first connection between all the workbooks (for one Microsoft
Excel instance) and a model.
To log on, select EPM Log On. Once you are connected to a data source, the Log On ribbon button is
hidden and the Log Off button is displayed.
When you log on, you select a first connection for the workbooks. The Logon dialog box proposes the
default connection, if you have defined one, or is left blank and you need to click the ellipsis button to
select a connection in the Connection Manager dialog box that opens. The connection selected is
considered as the active connection.
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At this point of time there will be no environment or model showing in the dropdown shown in above
window. You need to provide the server URL in the field provided and then click on connect. Logon
window will appear. Logon with your credential
Once the server URL and connection has been established you will see environment and model will be
able in dropdowns. Select the necessary environment and model and click on generate connection name
button. The Connection name will appear now Click on OK.
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When you open a workbook containing several reports and you log on with a specific connection, all the
other connections used by the other reports in the workbook are automatically connected unless for
example a connection has been deleted; in which case you may have to enter the login and password to
one or more connections. If you open another workbook containing reports, the connections will also be
automatically connected.
Logging off disconnects all the connections used in the current workbook.
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EPM Ribbon
Once you are login in EPM Ribbon many buttons gets activated. Following are some of the functions of
those buttons.
All these functions in EPM Ribbion can be categorized in Five Major Functions:
1. Reports
This sections consists of function buttons such as creation of New reports,Edit Report,Open ,
Save, Report Action,View Formats & Refresh
Open and Save are used to fetched report s and Input form from server or local folders.
New Report is used for creation of New Reports. If there is any report present in workbook from
before then Edit Report button will be active else it will get activate once new report is created.
Report Actions involves functions like delete report, copy report, paste report manage
connections & worksheet generation.
View format button is used to unhide the EPM formatting sheet which helps you to maintain
formatting for your reports and input forms.
Refresh button is used to refresh data in Report. This button contains different type of refresh
options such as refresh only data, refresh selected report, refresh workbook, refresh worksheet
and refresh only selected data.
2. Data Analysis
This section consist buttons which are used for data analysis such as Expand ,Collapse , Keep
and Exculde which can be used for dimension member.
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3. Data Input
This Section consist buttons used for data input Such as Save Data, Planning,Comment and
Journals.
Save Data is used for saving data of Input forms.This button consist different type of save data
options such as save workbook data, save worksheet data, save and refresh workbook data ,
save and refresh worksheet data. Also data validation can be done to validate input data. This
button also provided function of change work status.
Planning button also consist of many options such as spread, weight and trend which is used to
input data in many cells by using functions.
Comments buttons is used to add comment or to find comment in a report or input form.
4. Collabration
This Section consist of buttons such as show / hide pan & context, Options, insert function and
offline mode.
Options buttons consist many functions related to User , Context, Sheet and command display
options.
Show / hide pane and context is used to hide and unhide context & epm pane.
Note:
These functions provide many options related to Reporting. For more insight refer BPC 430 document.
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Context
The context specifies the dimensions and associated members for a specific connection.
The context represents the following:
The context enables you to define, for each dimension of a selected cube/model, a member
corresponding to the default member to be applied for unspecified dimensions in any EPM function or
in any report created.
Note:
The members that are selected in the axes of a report override the members selected in the context. The
context applies to the user for a connection. If you open other workbooks and connect to the same cube
or model, the context will be the same even if you have modified it in one of the workbooks.
EPM Context Bar
The EPM Context bar is displayed by default horizontally and below the ribbon. The bar displays the
dimensions that are included in the current cube/model and the members that are used in the currently
displayed report (or the saved members in an offline report).
EPM Pane
The EPM pane is displayed by default vertically on the right side of the window. This pane includes the
following areas: the active connection; information about the selected report, including the connection
used by the report, the name of the report, all the dimensions available, the page axis dimensions, the
row axis dimensions and the column axis dimensions.
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Note:
The EPM Context bar and the EPM pane can both be hidden or displayed at the same time by clicking the
Show Pane & Context button in the EPM tab.
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Page axis members are members that act as a specification (filter) for the whole report. An axis is a set
of one or more dimensions that define the row axis or column axis in a report (see the red and blue
boxes in the layout picture above). The data grid is where the amounts from the database appear.
Note that it does not matter where these two member cells appear on the worksheet, as long as the
column header (in this example: Q1 2013) is somewhere above and to the right of the row header (in
this example: Distribution Zone 2) - and they are both recognizable members of the connected data
source. The data returned by a refresh request will appear in the intersecting cell that appears towards
the bottom-right (in this example: C3).
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Note:
A dimension/hierarchy can only appear once in the whole layout. For example, in a page axis, you cannot
place two members of the same dimension/hierarchy in different cells. Similarly, a dimension/hierarchy
in the row axis cannot have a member appear in the page axis or in the column axis or vice-versa.
Report Creation
To create new report, Click on New Report button in EPM ribbon.
As you click on New Report button, Report Editor dialog box opens.
Column Axis
Selection Box
Row Axis
Selection Box
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It can act as a graphic user interface for defining an initial report on a blank worksheet.
It can be used to define other reports on a sheet already containing a report.
It can be used at any time on a valid report to re-arrange the layout or change the members in
each section of the report: move (pivot) one or more dimensions between the page headers,
row axis and column axis; reorder the nesting of dimensions within an axis; or change the
selection or order of members of one or more dimensions in the report.
It can be used to define report position: moving a report in a sheet, inserting a separation
between axis and data, moving each page axis dimension individually.
You can perform all the above actions in the Layout tab of the Report Editor.
Note:
Using the other tabs of the Report Editor, you can also define specific options for the current report,
enter customized names for the members, exclude members from the report, define sorting, filtering and
ranking on the current report data. You can also access the Report Editor dialog box by clicking Edit
Report in the ribbon. The Report Editor performs a refresh after it closes since the report must be valid to
close it.
You can also select the members directly on a spreadsheet in a valid report by double-clicking on
a dimension of the page axis. When you click OK in the Member Selector, the report is refreshed
automatically. This allows you to quickly change the page axis members.
When you select several members for a dimension that is part of the page axis, the data on the
members are automatically aggregated in the report. If you often use a specific selection of
members for a page axis dimension, it is recommended that you convert the selection into a
custom member.
EPM Functions
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The EPM functions are formulas that enable you to retrieve specific information or data and to make a
report behave in a certain way, providing power and flexibility to reports.
You can enter an EPM function directly in the formula bar. To make it easier to create and edit
formulas and minimize typing and syntax errors, use Microsoft Office Excel Formula
AutoComplete. After you type =epm (or =EPM, as it is not case-sensitive), a dynamic dropdown
list of all the EPM functions is displayed below the cell.
You can also use the Microsoft Office Excel standard Insert Function dialog box by clicking the
Insert Function button from the EPM tab of the ribbon.
The EPM dedicated functions are gathered under the EPM Functions category.
Note:
You should deactivate the Member Recognition and the Local Member Recognition functions when using
the EPM functions.
General notes:
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Parameter
ReportID
Dimension
Members
Description
Report ID is unique for each report or input form created. In this field Report Id
needs to be provided by the user to insure function can be applied to the
required report. More than one Report Id can also be based on requirement of
the function. When using this function for more than one report ; has to be
used to separate report ids.
Particular dimension name for which override is required
Reference of Cell or Dropdown cell for which override is required.
Example:
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2. EPMAxisOverride
This function overrides one or several dimensions (and their members) for a specified axis (row
or column axis). When you enter the function and then click Enter, the member override is
reflected in the EPM pane, but not in the report. To reflect the override, refresh the report.
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Parameters
Report ID
Row Axis
Dimension 1
Member 1
Dimension 1
Member 1
Description
Specify the ID of one or more reports
Specify the axis which has to be overridden TRUE for Row axis and False for
Column axis.
Specify the dimension currently present which needs to be overridden
Specify the member currently present
Specify the dimension by which current dimension will be overridden
Specify the member by which it should be overridden
Example:
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Entity
dimension
member
Distribution Zone 1 (DZ1) has been
override by Account Dimension
Quantity (QNTY).
3. EPMMemberID
This function retrieves the unique name of a specified dimension member that is included in a
report. A unique name includes the following: [dimension name]. [Hierarchy name]. [Member
name]
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Parameters
Member
Description
Specify member for which Member ID need to be displayed
Example:
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4. EPMMemberDesc
This function retrieves the description of the specified dimension member.
Parameters
Member
Connection name
Description
Specify member for which Member Description need to be displayed
Specify name of connection
Example:
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USD is ID for US
Dollar
5. EPMDimensionProperty
This function retrieves the properties of a specified dimension in a specified cell range.
Parameters
Connection name
Dimension
Destination Range
Display ID
Description
Specify name of connection
Specify Dimension for which properties need to be fetched
Specify Cell ranges where dimension property need to be displayed.
If specified as TRUE Properties ID will be displayed else Properties Name will be
displayed
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Example:
6. EPMMemberProperty
This function retrieves the value of a specified property for a specified member.
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Parameters
Connection name
Member
Property
Description
Specify name of connection
Specify member for which property need to be displayed
Specify name of property which needs to be fetched
Example:
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7. EPMMemberOffset
This function retrieves a member related to another member by specifying an offset from a
given member to retrieve the previous or subsequent member. The cell containing the
EPMMemberOffset function increments members based on the member selected. By default, if
the optional Level parameter is not included, the member at the same level as the member
specified is incremented.
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Parameters
Connection name
Member
Offset
Level
Description
Specify name of connection
Specify member for which property need to be displayed
Specify the number of member increments
Specify the hierarchy level
Example:
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To create a local member that answers your analysis needs, you must use appropriate keywords in the
formula and you also need to attach the local member to the appropriate item.
For an Example will take a scenario in which we need variance between Actual and Budget data. For
which local member needs to be created as we dont have to store this data use of local member is the
best option.
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You need to enable the local member to use it in the report. Name and Description of local
member should be provided, and formula which is required (formula can be as simple as a
subtraction, addition, division and multiplication complex formulas can also be used as per
requirement). Where you want to insert this local member is determined by option buttons,
you also need to provide to which dimension or axis this local member needs to be attached.
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EPM Formatting
You can define specific dynamic formatting in a template to apply to sheets or reports.
Dynamic formatting is defined in dedicated sheets. A default template is provided with the add-in. You
can create additional template sheets by copying the default sheet as you would copy a standard
Microsoft Office Excel worksheet .For Applying formatting in Reports following steps need to be
followed:
1. Select EPM > View Formats.
The dynamic formatting sheet appears. The sheet is named EPM Formatting Sheet.
2. Define the format you want.
Hierarchy level formatting
This section enables you to define the formatting of levels of hierarchies.
Note:
In this particular section, the precedence rule is as follows: Base Level Format, then Formatting on
Specific Level, then Default Format.
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Input able members and changed members, when using a Planning and Consolidation
connection.
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Example:
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Case Study
Scenario 1:
Business requirement was to have a sheet which will provide them overview of Supplier wise quantity
detail.
Scenario 2:
Business requirement was to have a sheet which will provide them overview of trader wise quantity
detail.
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Scenario 3:
Business requirement was to have a sheet which will provide them overview of document Company
wise quantity detail.
Solution Provided:
As you can see all working sheets above have one axis in common i.e. Account (Quantity) and Time
(Month wise). While row axis keeps on changing i.e. Trader, Supplier and Document Company. In such a
scenario one would recommend to make three different working sheets in system also but use of EPM
functions these sheets can be brought down to one. So we have collaborated all the three working
sheets by using EPM Functions.
Report Provided as Solution to above sheets.
Below Figure shows the dropdown provided to business user for making different selection criterias.
Options like select vertical, division, reporting type, zone, supplier/trader or document company, time
and category.
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To create dropdowns data validation functionality of excel has been used. As the user selects a specific
reporting type report is modified by using reference of this cell in EPM function.
All the dropdowns have been created by using the same function.
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To make the zone dropdown list dynamic a separate report has been created. To make this dropdown
fixed macros has been used which to fix the cells. As soon as the user selects the cell and refresh report
is modified by using EPM Dimension override function which has reference of Select Zone cell.
Note:
Macro codes are given below.
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Once the user select which report he wants to see i.e. whether Trader wise, Supplier wise or Document
Company wise. The row axis is overridden by using EPM Axis Override Function.
To create dropdown list for time same procedure is carried out as for zone list. As user selects Time EPM
Dimension override function is used to set report in the selected time period.
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The select type dropdown is provided to user to offer different time period report for better analysis.
This dropdown consist of month, quarter and year wise reporting.
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Dimensions override
function used in Main
Report for overriding
Planning Entity.
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Annexure:
Cross-reference between 10.0 and 7.X functions:
EPM 10.0 FUNCTIONS
EV 7.X FUNCTIONS
EPMModelCubeDesc
EVAPD
EPMModelCubeID
EVAPP
EPMEnvDatabaseDesc
EVASD
EPMEnvDatabaseID
EVAST
EPM Comparison
EVBET
EPMBook
EVBNV
EPMSaveComment
EVCOM
EPMCommentPartialContext
EVCGP
EPMCommentFullContext
EVCGT
EPMWorkStatus
EVCLK
EPMContextMember
EVCVW
EPMMemberDesc
EVDES
EPMDimensionType
EVDIM
EPMDocumentList
EVDNV
EPMRetrieveData
EVGET
EPMScaleData
EVGTS
EPMURL
EVHNV
EPMLink
EVHOT
EPMSelectMember
EVMBR
EPMExecuteAPI
EVMNU
EPMCopyRange
EVRNG
EPMMemberProperty
EVPRO
EPMRefreshTime
EVRTI
EPMSaveData
EVSND
EPMServer
EVSVR
EPMMemberOffset
EVTIM
EPMUser
EVUSR
EPMUser
EPMServer
EPMEnvDatabaseDesc
EPMEnvDatabaseID
EPMModelCubeID
EPMModelCubeDesc
Functions on Reports
EPMDimensionOverride
EPMAxisOverride
EPMCopyRange
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EPMInsertCellsBeforeAfterBlock
EPMMemberID
EPMReportOptions
EPMMemberSortingOverride
EPMReadOnlyData
EPMReportID
EPMFullContext
EPMContextMember
EPMDimensionProperty
EPMDimensionPropertyValues
EPMMemberDesc
EPMMemberProperty
EPMMemberOffset
EPMSelectMember
EPMCellRanges
EPMRefreshTime
EPMScaleData
EPMRetrieveData
EPMDimensionList
EPMSaveComment
EPMSaveData
EPMSaveDataOnly
EPMWorkStatus
EPMComparison
EPMDimensionType
EPMCommentFullContext
EPMCommentPartialContext
EPMURL
EPMBook
EPMLink
EPMPathLink
EPMDocumentList
EPMDocument
EPMCellContextDocument
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