SAP BPC on HANA EPM Report Developer Guide - Part #1 - v9

transcript

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Author: Chief Architect:

Roshani Kshirsagar Jothi Periasamy

Data Sciences Solution Consultant SAP HANA/EPM/BI/EIM Community Leader

SAP EPM/BPC Solutions Architect SAP BPC/BOBJ/BI/MDM Domain Champion

Roshani@CubeInsights.Com Joesaran@gmail.com , (916)-296-0228 – Cell

SAP EPM/HANA Community Service

CloneSkills, Inc., http://www.CloneSkills.com , Info@CloneSkills.com , 1.800.836.8959, Page - 1 07/20/2014

SAP BPC on HANA | KNOWLEDGEBASE

SAP BPC/EPM Report Developer Guide – Part 1

A Step By Step Guide to Implement EPM Formatting Sheet

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Table of Contents

1. Overview: ....................................................................................................... Error! Bookmark not defined.3

1.1. BPC Environment :Formatting the Input form/Report ........................................................................... 4

2.0 EPM Formatting Options ........................................................................................................................................ 9

2.1 Common Settings ........................................................................................................................................................ 9

2.2 Heirarchy Formatting ........................................................................................................................................... 10

3.0 Dimension Member and Property .................................................................................................................... 17

4.0 Row and Column Banding .................................................................................................................................. 25

5.0 Page Axis Formatting ........................................................................ Error! Bookmark not defined.27

6.0 Cell Protection........................................................................................................................................................... 28

7.0 Applying a Default Dynamic Formatting Template to the Worksheet……………………… …… 31

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EPM Formatting Sheet

Overview:

Dynamic formatting is defined in a dedicated sheet. A specific format (such as font, colour, or

size) can be defined for levels of a hierarchy, types of members, odd/even rows or columns and

page axis dimensions. We can define specific dynamic formatting in a template to apply to

sheets or reports. Since the EPM Formatting Sheet is an excel sheet, it can be copied and changed

to be applied to other reports, worksheets.

● A blank template sheet is provided with the add-in. You can specify the formatting you want in

this sheet.

● For Planning and Consolidation connections, two pre-defined templates are provided. You can

create additional template sheets by copying the default sheet as you would copy a standard

Microsoft Office Excel worksheet.

EPM Formatting Sheet can be used to format your Reports and Input Forms. There are various

options for formatting.

You can do simple formatting, lock the cells that are not input ready, use the format by property

using multiple criteria, or use a new cell-based formula delivered with the EPM add-in to

override the data range formatting.

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BPC Environment – Formatting the Input form/Report:

Steps to create EPM Formatting:

1.1. Login to the BPC System as shown below

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1.2 Launch the EPM ADD-in EXCEL

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1.2 Choose the required model created by you.

1.3 Go to EPM and Click on OPEN and go to “Open Server Root Folder”

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1.4 Open the Input Form which is saved in the Server Folder.

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1.5 Click on EPM Formatting sheet at the bottom of the EPM ADD-in Excel Sheet.

Apply format

You can define format

for Data or Header

Apply Formatting Switch Row or

Column Priority

Define Format

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2.0 There are various sections on the EPM Formatting Sheet

• Hierarchy Level Formatting

• Dimension Member/Property Formatting

• Row and Column Banding

• Page Axis Formatting

LEVEL 1 Description

Checkboxes Enable you to specify the formatting sections, or formatting

items inside a section that you want to apply to the reports.

Priority to Column or row

format

Enable you to specify which one of the defined formats for row

or columns will be applied first in case of conflicts. For

example, if you select Priority to Column Format the Column

section will appear below the Row Section, and the precedence

rules apply.

Data and Use Columns/Cells

Header and Use

Columns/Cells

Allows you to use the standard Microsoft Office Excel cell

formatting features in the Data and Header Columns to define

the formatting. Also gives you the ability to directly enter the

format settings in the Use cell. By double clicking the Use cell,

you will open the EPM Formatting Sheet - Cell Format window

which will allow you to override certain format settings.

Structure Level The formatting at Structure Level takes the hierarchy levels

based on the member sheet

Relative Level Relative Level displays level as displayed in the reports, and

not levels as defined in the structure. Additionally, you can

invert the level order, the lowest level is displayed in first

position (use the Start formatting from the lowest level

displayed option).

Inner Dimension/Outer

Dimension

A row or column axis contains more than one dimension, you

can specify which dimension you want the defined format to

be applied to. The Inner dimension is the last dimension, and

the outer dimension is the first dimension in the axis.

Cell Protection You can unlock cells or lock cells as necessary. Right-click on

one or more cells, and from the context menu select EPM →

Unlock Selected Cells. When you are finished, if you'd like, you

can re-lock by choosing EPM → Lock Selected Cells.

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2.2 Hierarchy Level Formatting

The formats that can be applied in the hierarchy section are Default, Base Level and Formatting

on Specific Level.

• Base Level, Specific Level, and Default formats

• Structure Levels versus Relative Levels

• Levels can be added or deleted

• For Nested Dimensions, can choose Inner or Outer Dimension

Base Level Format: Specific format for base level members (not calculated)

Formatting on Specific Level: When applying formatting to a specific level, you have your

choice or Structure Levels or Relative Levels. Structure levels refer to the levels of the hierarchy

as defined in the source. Relative levels refer to the levels displayed in the report. For Instance,

Quarter is the 2nd level of the hierarchy as defined in the source connection, but it is the first

level being displayed in the report. If you select the Relative Levels option, a checkbox appears

Start formatting from the lower level displayed. This checkbox enables you to invert the level

order; the lowest level is displayed in first position.

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If a row or column axis contains more than one dimension, you can specify which dimension

you want the defined format to be applied to. The Inner dimension is the last dimension, and the

outer dimension is the first dimension in the axis.

Default Format: Default format for hierarchy level.

2.2.1 How to Format for Hierarchies

From the EPM Ribbon, choose View Formats. The EPM Formatting Sheet will open in your

Workbook. For the Hierarchy Level Formatting section, choose the checkbox to apply the

formatting section. Choose either the radio button for Priority to Column Format or Priority to

Row Format. .

Note: The lowest set of formats in the section takes precedence. For the formats you want to

apply, choose the checkbox to the left of Apply.

Note: The precedence is Base Level, Formatting on Specific Level, then Default.

2.2.2 Default Format:

In the Default Format area, you can define a default format for hierarchy levels.

Goto Trend by Entity Sheet and click on EPM and do “Refresh”

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2.2.3 Base Level Format

In the Base Level Format area, you can define a specific format for base level members, meaning

members that are not nodes and not calculated.

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2.2.4 Formatting on Specific Level

If you are using Formatting on Specific Level, choose either the Structure Levels radio button or

the Relative Levels. If you choose Relative Levels, you can also decide if you want the formatting

to start from the lowest level displayed by selecting the checkbox Start formatting from the

lowest level displayed. Additionally, if you are using Formatting on Specific Level, you can choose

either the Add Level button or the Remove Last Level button as necessary.

For the formats you are applying, place your cursor on either the 10000 field, if you are

attempting to change the Data formats, and/or the Label field if you are attempting to format

Headers .The format palette will open as well as the Excel Context Menu. Set your formats either

from the palette or by choosing Format Cells to select your formats there.

If you have more then one dimension in an axis, you can choose where the formats are applied

by selecting the radio button Inner Dimension or Outer Dimension to the left of the Apply Format

To: area.

Return to the sheet where your report is and be sure the Apply Dynamic Formatting checkbox is

selected. This can be found on either the EPM Ribbon→ Options → Sheet Options Formatting tab

(applies to the worksheet) or from EPM - Report Editor (EPM Ribbon → Edit Report ) Options tab.

(applies to the report)

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Note: By default, Level 1, Level 2 and so on are the hierarchy levels just like they are defined in

the structure of the source connection. The corresponding option is Structure Levels. However,

you can define format settings for the levels that are displayed in the reports. To do so, use the

Relative Levels option. For example, Country is the second level of the geographical hierarchy in

the structure, but it is the first level that is displayed in a report.

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Goto Trend by Entity Sheet on EPM and do “Refresh “

Lowest Level 2

Lowest Level

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3.0 Dimension Member and Property Formatting

Formatting can be applied to:

• Custom members

• Calculated Members

• Local Members

• Inputable members (BPC only)

• Changed members (BPC only)

• Specific members

• Property of a member

3.1 Custom Member/Calculated Members

Lowest Level Lowest Level 1 Lowest Level 2

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Go to EPM Formatting Sheet and select the calculated member radio button as shown below. In

the below case, all the entities in Asia Pacific region are grouped under JNJ APA and the same is

highlighted as it the total of the all the entities coming under it.

Goto Trend by Entity Sheet and click on EPM and Refresh the existing Worksheet.

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3.2 Inputtable Member Default Format

Goto Dimension Member/Property Formatting and apply the Inputable Member Default

Format. The Format will be applied only to the Inputtable data and Header.

Calculated Member

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Goto Trend by Entity and Click Refresh in the EPM Section on the top of the EPM Add-in Excel

Sheet.

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3.3 Changed Member Default Format

Goto the Dimension Member/Property Formatting and go to Changed Member Default

Format.Only the inputtable forms which are changed after the initial load with be highlighted.

GOTO Trend by Entity sheet and click EPM and Refresh the screen.

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3.5 Formatting on Specific Member/Property: Dynamic Formats can be applied to the

current worksheet or a specific report.

• The current worksheet

• A specific Report

Note: If you modify a dynamic format, which has already been applied to a worksheet, you will

need to refresh the report to see the dynamic Formatting template by report.

• You can have multiple formatting sheets in your Workbook Each Report/Input Schedule sheet

can point to a different Formatting Sheet .We can apply dynamic format on the basis of the

specific Member

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Goto Trend by Entity and click on EPM and refresh the sheet.

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4.0 Row and Column Banding:

Row and Column banding allows you to choose one or two alternating formats as per the

requirement. The format can be applied to Data or Headers and Rows or Columns. Go to EPM

formatting sheet and go to Row and column Banding and apply the format.

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Go to Trend by Entity and click on EPM and refresh the Sheet.

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5.0 Page Axis Formatting: Formatting for all dimensions of the Page Axis

Go to Trend by Entity and click on EPM and refresh the Sheet.

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6.0 Cell Protection: One can unlock cells or lock cells as necessary. Right-click on one or more

cells, and from the context menu select EPM → Unlock Selected Cells. When you are finished, if

you like, you can re-lock by choosing EPM →Lock Selected Cells.

Goto to EPM Formatting Sheet and then go to Row and column Banding. Apply the Cell

Protection Option to Column Data as it is Actual and cannot be changed.

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Goto Sheet Option on the EPM section and click on Protection. Select from the options given

below or go to the EPM formatting section and right click data validation. Enter the password

and protect the cell.

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7.0 Applying a Default Dynamic Formatting Template to the Worksheet

You can apply a dynamic formatting template to:

● the current worksheet. The chosen dynamic formatting template applies by default to all the

reports created in the worksheet.

● a specific report. If a default template has been selected for the worksheet, you can however

choose another template to apply to a specific report. If a sheet contains several reports, you can

apply a dynamic formatting template by report.

If you modify a dynamic format which has already been applied to a specific worksheet, you

must refresh the report to which you applied the dynamic formatting.

If the reports to which you want to apply dynamic formatting, already contain formatting

applied by an add-in other than the EPM add-in, you can decide whether to keep the existing

formatting and override it with the dynamic formatting, or to clear the existing format and only

apply the dynamic formatting.

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7.1 Applying a Default Dynamic Formatting Template to the Worksheet

Procedure

6. Click OK.

1. Select EPM Options Sheet Options .The Sheet Options dialog box opens.

2. Select the Formatting tab. Select the Apply Dynamic Formatting option.

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4. Select the template you want to apply to the worksheet from the Default Formatting Sheet list.

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5. If the reports to which you want to apply dynamic formatting, already contain formatting

applied by an add-in other than the EPM add-in, do one of the following:

o To keep the existing formatting and override it with the dynamic formatting, deselect

the Clear report format before applying dynamic formatting option.

o To clear the existing format so that only the EPM dynamic formatting is applied, select

the Clear report format before applying dynamic formatting option.

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Author:

Roshani Kshirsagar

SAP EPM/BPC Solutions Architect

Data Sciences Solution Consultant

Roshani@CubeInsights.Com

Chief Architect:

Jothi Periasamy

Chief Data Scientist

SAP HANA/EPM/BI/EIM Community Leader

SAP BPC/BOBJ/BI/MDM Domain Champion

Joesaran@gmail.com

(916)-296-0228

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