EPM Add-in for Excel: Writing a Simple Report in BPC

EPM Add-in for Excel: Writing a Simple Report in BPC

Over the past few years, TruQua has participated in SAPinsider’s BPC Bootcamp. During that time, one of the most popular topics we’ve presented on, is how to write reports in BPC. With that in mind, I thought it would be worthwhile to walk readers through the process of writing a Simple Report in BPC.

To start writing a simple report in BPC, there are a few prerequisites that need to be completed first:

  • An environment and model need to have been configured
  • The user must have security access to the model
  • Ensuring that the system/connection is available
  • The EPM Add-in has been installed successfully on the client machines
  • A Connection has been created on client to environment/model

Now, let’s walk through the steps necessary to create a basic validation report using the EPM Add-in.

Step 1: Create a new workbook in Excel
Step 2: From the EPM Add-in tab, click on the new report button
Step 3: Drag and drop the dimensions from the left into the Page, Column, and Row axes as depicted below (the dimensions shown are custom and will vary depending on your organization).

In the end your report definition should be as follows:

  • Rows: COSTELEMENT
  • Columns: TIME
  • Page Axis: COST_CENTER, SCENARIO, SENDER, UNIT, AUDITTRAIL

 Step 4: Select the members to display on each dimension

  • The easiest way to do this is by clicking on the dimension names (blue hyperlinks) one at a time and selecting the members for each dimension.
    • For members in the column and row axes, you have to select the Member Only relationship
    • For the members in the page axis, you don’t have to select a relationship, it will take it as a “Member Only” by default
      • Just select the members according to the below

Step 5: In this example, we started our report on cell B11. Follow the instructions depicted in the image below to change your page axis to the Excel range B4:B8.
Click OK and your simple report has now been created!

If reporting in BPC is a high priority for you and you’d like to learn more such as how to create dynamic reports and add drill-through capabilities, TruQua is pleased to be able to offer our EPM Add-in Bootcamp, which will walk you through all the fundamentals of report creation in design. For more information on dates and locations, please contact us at info@truqua.com.

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