disclosure managementdisclosure management – bpc / epm (v1.0) 3 introduction within disclosure...

Disclosure Management BPC Integration (EPM add-in)

Author: Marc Kuipers

DISCLOSURE MANAGEMENT – BPC / EPM (V1.0)

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TABLE OF CONTENT Introduction ...................................................................................................................................................... 3 Pre-requisites ................................................................................................................................................... 4 Integration ........................................................................................................................................................ 5 Refreshing data .............................................................................................................................................. 13 Useful Resources and KBAs ........................................................................................................................ 17


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Introduction Within Disclosure Management, the data (stored in Excel files, often referred to as Data Cache) is usually linked to another system. In case of SAP Business Planning and Consolidation (BPC), this document outlines how you can link the DM chapter directly to a BPC report. This method uses the EPM add-in (note: Analysis for Office can also be used) and is different than directly getting the data from BW, as described in this wiki

https://wiki.scn.sap.com/wiki/display/CPM/DM+-+Installing+and+Configuring+the+BW+Connector


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Pre-requisites In order to integrate Disclosure Management with BPC, you need the EPM add-in (Office add-in) and a connection to a BPC system. In this document, I have used EPM add-in SP36, connecting to a BPC Netweaver system (BW 7.4) using the “EnvShell / planning” model


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Integration

In Disclosure Management, we have defined an Excel chapter

After checking out this chapter, Excel will launch. As we have the EPM add-in installed, in Excel we

will see both add-ins active.


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On the EPM ribbon, we connect to BPC…..

….by providing user/password

Note: as you are now connected, you have all usual EPM / BPC functionalities available.

For example, you can open any report stored on the BPC server


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We now define a report in EPM


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On this report, we define a BIP range.

This, effectively, connects the EPM report to Disclosure Management.

TIP

As the EPM report is dynamic (i.e. rows can be expanded and collapsed), it is possible to define a

2nd table, using VLOOKUP and format this table


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You then define another BIP range on this new table

Once you check-in the chapter, this report is known in DM


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Note: if you check-out the chapter again, DM will just show you the Excel report

Clearly, DM is unaware of the various formulas used (e.g. =EPMOlapMemberO). Only after you

connect the report to BPC, can the data be retrieved / refreshed


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As the Excel has the BIP ranges, in Word, these can be used as normal datalinks

The table will show in Word


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Note: when using the Excel template…

….you can re-use the format as defined in Excel


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Refreshing data

Let us assume, some data changes in BPC (via whatever method; data-load via Data Manager,

direct input etc.)

In this example, data updated via the Input Form


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If we now check-out the report in Disclosure Management, and refresh via EPM add-in

…the updated data will show in the Excel (and DM) report. This chapter can then be checked back

in.


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After the EPM refresh, you can refresh the Word chapter that is data-linked to the Excel.

The system indicates that the table has changed

After the successful refresh….

…..the data is updated in the Word chapter


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Useful Resources and KBAs 2412297 - Exception has been thrown by the target of invocation - Client compatibility error with EPM Add-in 2555834 - Error cannot access ANALYS32.XLL when trying to open an Excel chapter 2415227 - EPM Add-in: Unable to edit a MS Excel embedded object in MS Word

https://launchpad.support.sap.com/#/notes/2412297



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