a step-by-step guide to implementing self-service ... · pdf file1 what we’ll cover...

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A Step-By-Step Guide to Implementing Self-Service Reporting Using SAP Business Planning and Consolidation and SAP HANA

Greg WrightVantagePoint Business Solutions

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What We’ll Cover

• In This Session• Digital Universe• Self-Service Reporting• SAP BPC• SAP BI• SAP HANA• Wrap-up

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In This Session

• Hear a high-level perspective on how the traditional business roles and reporting requirements are changing due to the evolution and proliferation of data creation

• See how SAP has responded to this phenomenon, and what that means specifically to the SAP BPC, BI, and HANA offerings

• The intent of this presentation is to provide insights so that you will be better informed when you make decisions about self-service reporting and your SAP roadmap going forward

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Disclaimer

SAP has not endorsed or approved this presentation. This is information based on my experience, insights and current information (and somewhat educated opinion) on the current and future state of the SAP offering.

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Enterprise Performance Management

Who is VantagePoint Business Solutions?

• Experienced SAP partner: Enterprise Performance Management• VantagePoint is a nationally recognized SAP BPC authority. We

deliver proven technical and business best practices focused on user experience and adoption

• Trusted Advisor with customers Experience: Life Experience / CPA / MBA / PMP End to end project lifecycle: Knowledge transfer Proven success: Methodology and approach

• EPM is not what we do, it’s all we do

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What We’ll Cover

• In This Session• Digital Universe• Self-Service Reporting• SAP BPC• SAP BI• SAP HANA• Wrap-up

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Digital Universe

• Digital universe is exploding

2013

www.internet-map.net

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Digital Universe (cont.)

• Estimated: 70% of the digital universe is generated by individuals

source: http://www.csc.com/insights/flxwd/78931big_data_universe_beginning_to_explode

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Digital Universe (cont.)

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Digital Universe (cont.)

• Increasing value of the Internet of Things

2013

source: http://www.emc.com/infographics/digital-universe-2014.htm

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Data Universe (cont.)

• Increasing value of the Internet of Things (cont.)

2020

source: http://www.emc.com/infographics/digital-universe-2014.htm

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Digital Universe (cont.)

Source: www.lumosity.com

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What We’ll Cover

• In this Session• Digital Universe• Self-Service Reporting• SAP BPC• SAP BI• SAP HANA• Wrap-up

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Analytics Evolution

Source: SAP

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Why Self-Service Reporting?

• Business agility: Manage change to respond to customer and business demands

• Information agility: Incorporate necessary information by consumer — agile, flexible, responsive

• Organizations are moving from traditional IT technology to empowered business technology strategies

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Self-Service Reporting (cont.)

• Main requirements for enterprise self service Efficient access to necessary data and application repository Data set tuning User interface Visualization Sharing information

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Self-Service Reporting Challenges

• Consistency across the Enterprise Definition Availability Quality Visibility

• Time to deploy• Flexibility• Speed• Adoption• Collaboration• Actionable

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What We’ll Cover

• In this Session• Digital Universe• Self Service Reporting• SAP BPC• SAP BI• SAP HANA• Wrap-up

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SAP Business Planning and Consolidation Self Service

• Predefined subject matter Financial processes Business modeling (non financial)

• Contextual/Information• User calculations• Versions• Collaboration• Interfaces EPM Add-in for Microsoft Office HTML 5 EPM Unwired

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SAP BPC Self Service: EPM Add-In for Microsoft Office

EPM Add-In

Data Context

Database

Functionality

Microsoft Excel

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

Column Axis

Data Context

Row Axis

Functionality

1. Drag and drop report builder

2. Dynamically linked to Context Pane

3. More than one report on sheet

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

User calculation added to report

Excel formula in G2

User created name

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

Drag and Drop Report Editor

Functional Grouping

Column Axis

Row Axis

Available Dimensions

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

User Defined Calculations

User Assigned Description

Excel Reference

BPC Assigned Name BPC Formula

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

Data Context

Full functionality of Excel

Report/Chart dynamically update

Combine multiple data sources if needed

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

User selection options

Parameter-driven reports

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

Link to BPC Context Pane

Excel List Drop Down

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)• Drill-through Ability to query another Cube or SAP table while seamlessly

passing parameters from a selected cell in a report \%userprofile%\AppData\Local\EPMOfficeClient\DrillThrough.xml

Context of cell passed as parameters to query additional data source

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

EPM Add-In

Data Context

Database

Functionality

Microsoft Word and

PowerPoint

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

Connection Type

Set up connection to a data source via the Connection Manager

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

User Credential Validation

BPC Connection

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

User Credential Validation

Connection Type

BW InfoCubeBW (Large data)

Connections beyond BPC

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SAP BPC Self Service: EPM Add-In for Microsoft Office (cont.)

User credential validation

Local Connection

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SAP BPC Self Service: EPM Unwired

• Performance Management delivered to iPad BPC NW 10.0 and 10.1, Strategy Management connector Context-driven analysis and corrective action Web-enabled BI reports

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What We’ll Cover

• In this Session• Digital universe• Self service reporting• SAP BPC• SAP BI• SAP HANA• Wrap-up

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BI Suite: Current Offerings

Function Usage ToolEnterprise Reporting Share Information Crystal Enterprise

Crystal ReportsWeb IntelligenceDesktop IntelligenceBEx Analyzer

Enterprise Dashboards Engaging experiences / Analysis / Executive Review

Dashboards (Xcelsius)Design StudioDashboard ManagerSAP Web App Design

Self Service Self create / visualization / analysis / predict / simple dashboards / InfoGraphics

Microsoft Office integration

ExplorerAnalysis OLAPBEx WebLumiraLive OfficeAnalysis for OfficeEPM Add-in for Office

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BI Suite: Future Focus

Function Usage Tool UserEnterprise Reporting Highly formatted, widely delivered, non interactive reports

Interactive reportsCrystal EnterpriseWeb Intelligence

ITAnalyst

Enterprise Dashboards DashboardHighly functional dashboard

Dashboards*Design Studio

Power UserIT

Self Service Simple dashboards / InfoGraphics / Storyboard

Excel-based analysis and reporting

Lumira Analyst

EPM Add-in for OfficeAnalysis for Office

Analyst

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What We’ll Cover

• In this Session• Digital universe• Self service reporting• SAP BPC• SAP BI• SAP HANA• Wrap-up

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SAP HANA

• High-Performance Analytical Appliance is an in-memory, column-oriented, relational database management system

• What does this mean? Analyze large volumes of non-aggregated information

in real time Create real-time flexible analytical models Foundation for future application creation Minimizes data duplication

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SAP HANA — “Enterprise Version of the Truth”

By combining analytical and transactional processing capabilities into one database, SAP HANA creates a unified view on data from transaction, analysis, decision, and planning systems. Real-time analytics and transactional applications, including planning, can run in mixed operations

SAP HANA® Platform – Technical Overview Erich Schneider and Raghav Jandhyala

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SAP HANA — Adoption Models

HANA adoption models leveraging SAP Landscape Transformation

Source: SAP

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SAP HANA — Adoption Models (cont.)

• HANA Enterprise Run all applications directly on HANA (including non-SAP data) Leverage full value of HANA: Combine data warehousing best

practices with new possibilities from HANA via views

• BW powered by HANA Innovation without disruption: Migrate only BW to HANA, but

keep existing BW design and reporting delivery to business Improved performance Future development opportunities and self-service reporting SAP BW 7.3 required, BW 7.4 recommended

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SAP HANA — Adoption Models (cont.)

• Business Suite powered by HANA Replace existing ECC database with HANA leveraging Business

Suite (prebuilt HANA views) Integrated Business Planning Single copy of data Real-time operational reporting

• Business Suite powered by HANA (sidecar) Keep ECC on traditional platform but use SAP Landscape

Transformation (SLT) for real-time physical table replication to HANA database

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What We’ll Cover

• In this Session• Digital Universe• Self-Service Reporting• SAP BPC• SAP BI• SAP HANA• Wrap-up

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Where to Find More Information

• EPM and Business Intelligencehttp://help.sap.com/bopacnw101http://scn.sap.com/community/epm/http://scn.sap.com/community/bi-platform/http://wiki.scn.sap.com/wiki/display/CPM/EPM+Add-in+Academy

• Advanced Formattinghttp://msdn.microsoft.com/en-us/library/dwhawy9k(v=vs.100).aspx

• SAP HANA, HANA architecture and adoption modelshttp://experiencesaphana.comhttp://www.saphana.comhttp://www.saphana.com/docs/DOC-1506

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7 Key Points to Take Home

• Readily available rich, current, and relevant content outside the corporate firewall is changing the traditional business roles

• Self-service reporting is becoming a necessity to maintain the agility needed to stay current and relevant

• IT’s role is morphing from data steward to business enabler• Self-service reporting includes efficient access to data, data set

tuning, intuitive user interface, insightful visualization, and collaboration

• Predictive optimization will evolve next, by combining relevant data, appropriate technology, and astute business acumen

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7 Key Points to Take Home (cont.)

• BPC is a business modeling platform that includes financial and non-financial business scenarios and applications. EPM Add-in for Office accesses data sources beyond BPC

• SAP HANA provides real-time access to enterprise operational data across multiple business processes, with user appropriate tools and functionality

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Your Turn!

How to contact me:Greg Wright

gwright@vantagepoint-solutions.com@gregwright_epm

Please remember to complete your session evaluation

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Disclaimer

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP SE.