BPC 7.x Reporting Training
Course Description/Summary:
This course gives users a comprehensive toolbox for building dynamic reports and input forms in the EPM Add-in for Excel interface. The course begins with basic reporting considerations and moves onto advanced reporting topics.
Audience
- BPC Report buildings
- BPC Administrators
- BPC Power Users
Prerequisites
- Experience using Microsoft Excel
Content
- BPC terminology
- EPM Add-in for Microsoft Excel
- Using the Report Editor
- Working with the EPM Context and EPM Pane
- EPMFunctions
- Member Relationships
- Sorting, filtering, and ranking data
- Multi-dimensional reports
- EPMFormattingSheet
- Offline mode
- Protecting EPM reports and input forms
- Advanced EPMFunctions
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Timing:
- BPC 7.x Reporting is comprised of six, 3-hour courses, which may be taken alone or in series. For eLearning or Virtual Classroom, these courses should be taken just prior to your initial data load. For On-Site Classroom, these courses should be taken just after your initial data load.
Product Hands-On:
- Virtual Classroom Training: Interactive simulation exercises to provide hands-on experience with BPC
- On-Demand eLearning: Interactive simulation exercises to provide hands-on experience with BPC
- On-Site Classroom: Exercises performed in your BPC environment
Training Curriculum:
- Presentation, instructor demonstrations, and exercises use the Column5 Training environment.
- Level 1
- Recognize the definitions of the BPC terms: environment, model, dimension, member, and data
- Identify the steps to log on to BPC for Excel
- Recognize the main areas of the EPM Add-in interface and layout
- Identify the three ways a report can be created
- Name the steps involved in creating a report using the Report Editor
- Identify the different methods for saving and opening reports
- Recognize the process for editing a report by switching the row and column axes
- Identify the methods for editing a report using the Report Editor and the Page axis
- Name the steps involved in creating a report using the EPM Pane
- Recognize the steps and functions involved when creating a report in-sheet
- Identify the correct options menu where Member Recognition is activated
- Identify the use of Auto Fill and Ambiguous Member Name functions when creating a report in-sheet
- Level 2
- Identify what information is displayed in the EPM Context Bar
- Recognize the four ways that the EPM Context Bar may be displayed
- Identify how the Context Bar settings
works with dimensions and members - Recognize the location of the context display options and their uses
- Determine the level at which context locks can be applied
- Distinguish between different Selection Relationships
- Identify the steps for hiding and removing empty rows/columns using No Data and Zero Values options
- Identify formatting options in Sheet Options to modify data rows and columns
- Identify steps to convert calculations to Local Members
- Identify the Refresh button to refresh the worksheet
- Determine the correct selection from the Refresh menu to refresh a range of cells in a report
- Identify where in User Options to set 'Warn if Report Exceeds' warning upon refreshing
- Differentiate between EPM Planning Features, spread, trend, and weight
- Recognize the steps for utilizing the Save Data button to save data to the server
- Identify the features of Input Forms used for entering data
- Level 3
- Identify the steps taken to sort data
- Identify the steps taken to sort members
- Recognize the process
for creating data filters - Identify the process for ranking members
- Differentiate between simple and multidimensional axes
- Recognize process and rules for creating multidimensional reports
- Recognize the behavior of local members in multidimensional reports
- Differentiate between symmetric and asymmetric reports
- Identify the steps for excluding and keeping members
- Identify the different ways to expand and collapse hierarchies
- Name the steps for utilizing automatic worksheet generation and identify aspects of automatically generated worksheets
- Level 4
- Recognize the process
for customizing a member name - Identify the process for enabling Offline Mode and distinguish between offline and live reports
- Identify where the Keep Blocks option is located and how it affects the filtering of nested axes
- Identify the steps for creating multiple reports within a sheet
- Recognize the behavior of multiple reports within a sheet
- Identify the process for adding Quick Links and configuring Quick Links options
- Recognize the process and rules for saving comments to the database using comments functions
- Identify the steps for preventing changes to workbooks, worksheets, and input schedules using EPM Protection
- Recognize the process
- Level 5
- Identify the function used to create a user selection cell dynamic to the context
- Identify the function used to create a user selection cell not connected to the context
- Differentiate between commonly used EPM functions
- Identify the function used and the steps taken to create time period offsets
- Distinguish between EPMRetrieveData that retrieves data, and EPMScaleData, that both retrieves and scales data
- Identify the different properties and values retrieved using the EPMMemberProperty and EPMDimensionPropertyValues functions
- Identify the argument syntax for the EPMSaveData function
- Differentiate between types of informational functions
- Differentiate between the formatting options available using the EPM Formatting Sheet and those available using Sheet Options
- Recognize the EPM Formatting Sheet and the process for formatting reports
- Identify the process for applying conditional formatting to the EPM Formatting Sheet
- Level 6
- Identify the steps taken to create an axis with parent and base level members
- Recognize the steps for creating a rolling forecast that is dynamic to a user selection area
- Identify best practice formatting principles
- Distinguish between the process for adding local members directly in-sheet and in the Report Editor
- Identify the functionality of EPMCopyRange
- Identify the functionality of EPMComparison
- Identify the functionality of EPMInsertCellsBeforeAfterBlock
- Identify the steps to take to add refresh and save buttons using VBA
- Identify the process for inserting members via
right clicking and accessing the EPM options - Identify the process for overriding members on an axis using EPMDimensionOverride
- Identify the process for overriding members or dimensions on an axis using EPMAxisOverride
Take Away Training Materials:
- PDF of presentation
Software:
- EPM Add-In (SAP Planning and Consolidation 7.x for Microsoft or NetWeaver)
Advanced Preparation:
- None
CPE Credits for Onsite Training (Group Live) and Virtual Classroom (Group
- 5 CPE credits per course
