Post on 02-Jun-2018
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SAP CRM TPM Excel Functionalities
By- Rajwant Mishra (Rajwmishra@deloitte.com)
mailto:Rajwmishra@deloitte.commailto:Rajwmishra@deloitte.com8/10/2019 SAP TPM Excel Capabilities
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Playlist
Why we need TPM ?
How SAP TPM helps
Software Architecture
Data Communication
Roles
Customizing Deployment Hurdle
Custom change
Demo
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Quick Question
What did you shop last time where you got some offers ?
Does Product have this discount all the time or some time duringthe year ?
Do you shop more when you see discounts or offers ?
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Why we need TPM ?
Typical Cost Structure of a CPG Company
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Marketing Activities
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Marketing COST
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What is the Upliftwe are getting
Effect of Ineffective TPM Solutions
Only 16% of Trade
Promotions are
Profitable
Second largest cost
to the CPG Company
in Marketing
Org. struggling to get
right KPI
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Examples of Promotions
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Good to Know Terms
Customer Hierarchy
Customer Planning Groups, or CPGs, cluster together a number of customers to makeplanning easier. Different criteria can be used to cluster customers, such as all
customers belonging to the same banner or all customers of a defined regional area.
Indirect Trade
Retailers that purchase a manufacturers product through a secondary supplier (i.e., a
wholesaler or distributor)
Direct Trade
Retailers that purchase products directly from the manufacturer.
Return On Investment
Measures how well invested assets generate profits during a period. ROI is the
comparison of the net incremental margin generated by the promotional uplift in theincremental cost of the event. ROI is expressed as: ROI = Net Incremental
Margin/Incremental Cost of the Promotion.
Base Line Volume Uplift Volume Actual Volume Planned Volume
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TPM Quick View
1
Sales
(WithNoPromo
tion)
Totals
ales
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TPM Excel Overview
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Software Architecture
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?Info
to
User
Software Architecture
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What is RFC and Why RFC?
The RFC protocol is the standard SAP interface for communication between
an SAP system and other SAP or third-party compatible systems over TCP/IPor CPI-C connections.
RFCs can be associated with SAP software and ABAP programming and
provide a way for an external program (written in languages such as PHP,
ASP, Java, .NET or C and C++) to use data returned from the server.
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Roles
To use the consumer add-in, the business user must be connected to the SAP
CRM system, with rights to the following RFC function groups, which are usedto call SAP Accelerated Trade Promotion Planning:
GENIL_RFCL
CRM_IMP_RFC
CRM_MKTPL_RFC_SERVICES
You must configure the RFC authorization for SAP Accelerated Trade Promotion
Planning
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Customizing
Localizing the Working LanguageNote: English is the default working language.
Search Fields/Pane
Structure of the Columns
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Live demo
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Overview
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Planning Workbook General Layout
Worksheets Body/ Content Area
Two Menu Ribbon Tabs
Menus icon under the Ribbon
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Planning Workbook General Layout
List of worksheets
Status Bar, Message
area
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Lets start
Click on Connect
start
Click on Volume
Planning Sheet
1
2
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Lets start
Enter your
Usernameand Password
Click on Sign in
You can use SNC, to performsingle sign on to BW and
systems.
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Note the Message Area
See Message for the Status Message!!!
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Connected.
Icons are Enabled now
See the message
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SAP Consumer Ribbon Overview
Disconnect: Disconnects
Planning Workbook from SAP data
source (option only availablewhen connected).
Connect: Connects the Planning
Workbook to SAP data source.Connecting to a data source refreshes the
data in the entire workbook and activates
the toolbar options.
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SAP Consumer Ribbon Overview
Refresh: Restores the last saved (published) data
posted in the Planning Workbook.
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SAP Consumer Ribbon Overview
Calculate: Calculates your planning inputs within
the Planning Workbook without saving (publishing)to SAP.
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SAP Consumer Ribbon Overview
Publish: Saves data entered in the Planning Workbook to thedatabase (SAP).
When you make changes to your planning data, it is
recommended that you first select Calculate to see the impact ofyour planning inputs before Publishing (Saving) to SAP.
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SAP Consumer Ribbon Overview
Search: Shows or hides the Search Pane. Use the Search Pane to retrievedata from the SAP data source. You can filter the data in your workbookusing the Search Pane.
You can perform a search in the Search Pane in one of two ways:
1.Specify the search criteria and execute the search
2.Select a search favorite and execute the search
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SAP Consumer Ribbon Overview
Create from Selection / Calendar / Shift Dates:Promotions can be created and Mass date change
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SAP Consumer Ribbon Overview
Help: Provides useful guidance / tips / reminders.
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SAP Consumer Ribbon Overview
Click on Small Down Arrow to see further Menu Under Help Ribbon ICON
Message Pane is one of the Important Area will refer in this tool for any message
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Error /Messaging : Volume Planning
You can see all the MessagesError/ Warning/ Information here .
Refer this area when you see
nothing is happening.
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Search Favorites
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Search pane Revisited!!!
After we select
data
ToClose
To start
the SAP
Search
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What is Search Favorites?
Search favorites will help you saving your Search Pane Filter value for future
reference It will be saved on your local system
You may access it using drop down available under Search Pane heading My
Searches
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Search pane
Click down arrow
to list your saved
search Favorites
To delete existing
search Favorites
To create new
Search Favorites
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Deployment Hurdle
Global and Local IT Involvement
Initial user issue if System related changes are not in Sync
Date & Time issue
Changes or Update to Custom code
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Custom change
Visual Studio VSTO 2010
Any change is Possible
Unlike SAP ABAP, Source code is not shared
C#.net is preferred Language
Macros can be used
I am good in Macro why do I need C#.net to work on this ?
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Advantage
Excel frontend
Intuitive User Interface
Easy to Operate
No Need to Navigate from SAP to Excel
All the Excel related work can be done
With HANA, speed is improving
D
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Demo
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