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SAP AG 2010 / SAP AND PARTNER INTERNAL /

SCENARIO ID: 8303


DOCUMENT CLASSIFICATION: SAP AND PARTNER INTERNAL
General Information: Cross-industry
SAP BusinessObjects EPM, BI Applications, & SAP Streamwork
Value Scenario
Global
Date Last Updated: Mar 20, 2013
DEMO SCRI PT
SAP BUSINESSOBJECTS EPM -
CR & WEBI AGAINST BPC NW V10
DATASOURCE VIA MOBI OR BOE
SCENARIO 8303
SAP AG 2010 / SAP AND PARTNER INTERNAL /
SCENARIO ID: 8303
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SAP AG 2010 / SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
Table of Contents
1.1 System Landscape
1.2 Release for Used Components
1.3 Pre-Demo Steps
1.4 Demo from PC via BOE on LDL instance (reports can be demoed from Webi but are intended for MOBI)
1.5 Setup steps to enable demo from MOBI
1.6 Demo from MOBI on ipad or iphone
1.7 Meta Data synchronization between Crystal Reports & BPC
1.8 Meta Data synchronization between Webi report Product Analysis Sales Revenue & BPC
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
1. DEMO REQUIREMENTS
1.1. SYSTEM ACCESS INFORMATION
1.1.1.System Landscape
SystemLandscape, this Process is built in
Lean Demo Landscape - Business User Demo Image SBO EPM 10
SDC
1.2. RELEASE FOR USED COMPONENTS
Software Component Release Support Pack
SAP Business Planning & Consolidation 10.0 Netweaver SP09
SAP BusinessObjects BOE BI 4.0 FP 3 SP03
SAP Mobile BI (MOBI) 4.4.18 Build 11 (219411)
SAP Crystal Reports 2011 14.0.3.613 RTM
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1.3. PRE-DEMO STEPS
Launch ABAP Server
o Login: demoadm/sbo123
Double-click the SBO CCM icon on the Desktop
Stop & then Start the Server Intelligence Agent (SIA). (Dont use Restart)
Close the Central Configuration Manager
Next on the 4604 Server, double click the SAP System Management Console icon on the Desktop
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
Click the D6M server & then click the Start button. Login demoadm/sbo123
Close the Console. Click Nowhen prompted.
Cl i c k Wi ndows St ar t but t on. Log of f demoadm
Launch SBO EPM Server if you are going to demo reports from BOE. (Unnecessary if demoing from MOBI)
o Login: demoadm/sbo123
Pr i or t o your demo l aunc h one t he repor t s (see St ep 1.4) & quer y t he dat abase. By doi ng so t he r epor t s wi l l r un muc h f ast er
dur i ng your demo. (That f i r st t i me you essent i al l y wak e up t he ser vers.)
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1.4. Demo from PC via BOE on SBO EPM server (4595 Server) on your LDL instance(note: these reports are really intended for demoing with MOBI)
What to do What you should see Notes
Note: The reports can be demoed
without any maintenance even if
you changed Entity descriptions in
BPC Admin Console.
Reports will work as the IDs are unchanged. Entity
descriptions in the Prompts & Headers will match defaults
for environment EPM10_DEMO_PL
If you want the prompts & headers to match the changes you
made in BPC Admin Consol refer to Step 1.7 in this script.
From Favorites launch -
BI - Launchpad
(wdflbmt4604)
Login: fimuser/sbo123
That user ID is setup for Single Sign-On
(SSO)
Thus you wont be prompted by the
reports for login information when
they query the database.
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Launch reports from My
Recently Viewed Documents
Reports open without re-querying the
database.
Alternately reports can be
launched from the Documents
tab
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Each report has a prompt allowing you
to choose the period to run the report.
The Income Statement & Balance
Sheet can also be prompted for entity.
Click icon shown here to expose
Prompt Panel
Choose from list(s)
Note: Prompt list in this example
shows updated list after I had
synched the Meta Data. (see
section 1.7 of script)
Click Apply
The report will now query BPCs
database on the ABAP Server (4604
server) & return the updated report.
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Here are screenshots of the reports:
Income Statement:
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Balance Sheet:
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Operating Report:
To advance to the 2
nd
page of the report:
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
1.5. Setup steps to enable demo from MOBI
1.5.1. Pre-requisites
To demo the reports via the SAP BusinessObjects Mobile BI (MOBI) app there a few requirements you must complete on the ipad. Please refer to
instructions from SAP IT.
SAP Apple Mobile website: https://wiki.wdf.sap.corp/wiki/display/applemobile/Home
Requirements to demo the Crystal Reports with MOBI on an ipad against your LDL instance:
Your ipad or iPhone must be registered with SAP Afaria
F5 Edge client app installed
SAP Mobile BI (MOBI) installed
On the ipad - Settings General Configuration Profiles you must have valid unexpired profiles
If you need help installing any of the above apps on your ipad open an IT support ticket under thePH-MOBcomponent.
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1.5.2. Instructions for connecting MOBI to your LDL instance
1.5.2.1. Creating a connection
Connect your ipad to the Internet via a wi-fi connection
Launch the F5 Edge Client
From the Configuration drop-down chooseSAP-VPN-Waldorff
Tap the Connect button
Enter your I#as the login ID & enter the current RSA passcode returned by your RSA app or card in the password field
Launch the MOBI app on your ipad or iphone
Enter the offline MOBI password you established if prompted
In the upper right of screen tap either the gear icon or the wordConnections
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This brings up the Settings window
Tap Add a Connection
Tap Create manually
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Enter the following:
Connection Details
Name: Make the name of the connection your LDL instances Request ID #
Server URL:Enter the url for ABAP Server (4604 server) on your LDL instance. Note: The url for an instance changes each time you
Resume an instance after it has been suspended. So you whenever the url changes you will need to update this connection.
CMSName: Enter the server name for the 4604 server wdflbmt4604
Authentication: Enterprise
Default:you can leave this turned off
Authentication Details
User Name:fimuser
Password: sbo123
Save Password: set it toOn
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Example: Lets say my request ID #is: 11065
Launch theABAP Server (4604 server) from the My Images page of the BU Demo Platform wiki
Float the cursor over the top middle of the screen while the LDL is in full-screen mode. Click the Restore Down button when the floating
bar appears at the top of the screen.
Once the image has restored down you can see the ip address for the server in the window frame in the upper left corner
e.g. -
So based on this example I would create this connection:
Connection Details
Name: 11065
Server URL: http://10.22.251.30:8080
CMS Name: wdflbmt4604
Authentication: Enterprise
Default: off
Authentication Details
User Name: fimuser
Password: sbo123
Save Password: On
Tap theDone button
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1.5.2.2. Updating a Connection
When your LDL instance is resumed after being suspended it will be assigned new ip addresses. You will need to update the connection in
MOBI with the new ip address for the ABAP server.
While you are performing Pre-Demo steps 1.3 as described above, note the ip address of the ABAP server.
After connecting your ipad to the VPN launch MOBI. Press theGear icon or Connections.
Tap the Blue arrow for your connection
Tap in the Server URL field. Update with the new url for the ABAP server
Click the Done Button
1.5.2.3. Deleting a Connection
To delete a connection in MOBI to a terminated instance follow these steps:
Press theGear icon or Connections.
Swipe your finger left to right on the connection you wish to delete
The swipe will cause the Delete button to appear. Tap the Delete button
Click the Done Button
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1.6. Demo fromMOBI on ipad or iphone
What to do What you should see Notes
Ensure you have a wi-fi
connection
Connect to the VPN thru theSAP-
Waldorf gateway with the F5
client app
Login: your I#
Passcode: RSA token #
TapSAP BI app (MOBI)
Enter the offline content
password you established for
MOBI on your device.
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Tap either theGear icon or
Connections
Tap the connection you created
for your LDL instance to connect
MOBI to it
Remember if you have resumed
your instance after it had been
suspended you will need to update
the ip address in the connection
on your ipad see step 1.5.2.2
above
In order to appear on MOBI reports
must be categorized in BOE to either
the Corporate\mobile category or the
Personal\mobile category.
You should see the three reports under Corporate
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The reports have been categorized to
the Corporate\mobile category
IMPORTANT
For optimal performance. Run one of each report type
once before the demo. One of the CR reports, the Sales
Revenue report, & the Mul ti-account report. This will
wake up the servers used by the reports. Subsequent
runs of the report wil l go MUCH faster.
How to access/demo reports follow
TapServer button
WithHomenow appearing on
that button you should see the 3
CR reports & 2 Webi reports
under the Corporate category - All
TapIncome Statement BPC CR
Report opens to the Entity &
Time Period as it was saved in CR
2011.
ipad:
iPhone:
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You may run the report for another
entity of time period.
ipad
In the upper right corner of
the reports MOBI banner are
4 icons.
Tap the leftmost icon. Looks
like a circle with an arrow at
the top of the circle.
This will open the Filter
window and bring up the
Prompts for the report.
iPhone
In the lower right corner tap
the circles/arrow icon shown
in red box
Ipad: iPhone:
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Tap the circle with the arrow
icon
This will open the Filter
window and bring up the
Prompts for the report.
Tap the Prompt to Select an Entity
Tap the Prompt to Select a Time
Period
Ignore the fact it says making a
selection is optional.
Process is the same on iPhone as on iPad
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Even if you want a different entity for
the same time period select the time
period or the query will fail with an
error saying it needs login information
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Tap theDone button Process is the same on iPhone as on iPad
To return to the Home Screen
click theBack button
Process is the same on iPhone as on iPad
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Tap another report to display it in
MOBI
ipad: iPhone:
Tap Balance Sheet Report
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Tap Operating Report
It is a two page report.
To advance to page 2swipe the
screen fromright to left
Process is the same on iPhone as on ipad
There are two Webi Reports that can also be demoed. The
biggest feature here is the ability to drill on the reports.
Probably best to show one Webi report or the
other rather than both so you dont get dragged
into a discussion of the limitations of one report
vs the other.
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TapProduct Analysis Sales
Revenue - BPC
TheProduct Analysis Sales Revenue BPC
webi report is a report includes a grid & pie
chart. Both can be drilled on.
The report prompts you to
choose two filters.
Tap the Done button.
The report will now refresh.
For best performance refresh
the report once before your
demo to wake up the
servers.
The report has been set to refresh on open.
This ensures the user receives the most up to
data & meta data.
Also ensures, the report displays per whatever
meta data customizations you made as
described in Section 1.8 of this document.
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The main thing to demo here is the users
ability to drill on both the grid & chart.
User also has the ability to change the filters &
rerun the report.
Below I will show the options for drilling &
filtering.
In the grid you may drill on
Products, Entities, & Time.
e.g. Tap a Product column
header. You get a box saying
Drill Down Product. Tap that
box & the grid & chart drill
down on your choice.
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You can also drill on Entity
(Business Unit) or Time.
When tap on an intermediate
level like Region or Quarter you
are presented with the option to
drill back up or to drill further
down.
When you tap on a base level
member you would only get drill
up.
If you re-prompt the report by
tapping the filter icon in the upper
right corner you will be notified
the filter will reset the report to
the starting point.
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Tap the Filter icon
To change the Category, tap
the category filter.
You are presented with a list
of the categories in the
environment.
The applicable categories for
this report are:
o Actual
o Current Budget
o Current Forecast
Tap the category you wish to rerun the report
for rather than the currently selected category.
To change the Currency, tap
the currency filter.
Since we are reporting across
multiple entities with varying
local currencies the applicable
currencies for this report
would be the two global
reporting currencies we
established in this
environment:
o Euro
o United States Dollar
After making sections, tap the
Done icon.
Tap the currency you wish to rerun the report
for rather than the currently selected currency.
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Here is the result for example of re-running
the report for Actual & Euro.
Tap the Send icon in the
upper right corner to show
options for sharing this
report.
You can email other users.
You can also annotate the
report before you email it.
Tap Annotate.
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In the upper right corner is a
toolbar that gives you various
options for annotating the
report.
For example, with the first
icon highlighted (the pen icon)
you can use your finger to
draw a message on the report
as you see in this example.
When you are finished
annotating, tap the Done icon
in the toolbar.
You are now presented with
options for sharing the report.
Tap email.
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MOBI places a hyperlink to
the report & a picture of it
including my annotation into
the body of an email.
Address the email to yourself
TapSend
TapBack icon
You are now out of Annotate
mode.
TapServer icon to close the
report.
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
Tap on your connection
Tap theLogout icon
Close MOBI on your ipad
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Go to Mail on your ipad
Tap on the message you just
received. Subject
Product Analysis Sales
Revenue - BPC
Click the link - Tap to open
the report in SAP BI
application
The link Tap to open the
report inbrowser if clicked on
a pc will launch Webi the
default browser. After the
user logs in it will launch the
report in Webi.
The report opens to itsdefault
category & currency
You also have the ability to drill on thechart
Rather than drilling on the grid.
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The Selected Slice shows the
amount & %of the pie in the
corresponding details box.
You can drill on the Selected
Slice in the Pie Chart.
To choose another slice, drag
the blue circle that rings the
chart to a new slice.
To drill on a slice double tap
the selected slice.
A toolbar pops up at the
bottom of the screen. Tap the
icon showing 3 downward
facing arrowheads.
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
You are presented with an option
to Drill Down &/or Drill Up
depending on where the selected
slice falls in the hierarchies of the
Product & Entity dimensions.
Tap the selection box to Drill.
Tap a dimension to drill on.
Tap a member to drill on.
MOBI then refreshes the report.
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
To drill back up double tap on
the selected slice.
The toolbar reappears at the
bottom of the screen. Tap the
icon with 3 downward facing
arrowheads.
You are presented with a choice
to either Drill back up on the
dimension you just drilled down
on or to Drill down on the other
dimension.
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
In this example I drill down on
Europe.
Here I see the results of that
further drill down.
I can reset the report either by
drilling back up on the dimensions
or by re-prompting the report
which will reset the report to its
default filters.
You also have the option of
showing the report -
Product Analysis
Multi-Account - BPC
Consider you may want to only
show one Webi report or the
other so as to avoid getting
possibly dragged into a discussion
during the demo about limitations
of each report. e.g. -
The Sales Revenue report does not consume a BEx query
thus it does not understand BPCs hierarchies.
(properties are used as a work-around on simple
hierarchies, it cant handle complex ones like the
ACCOUNTP dimension)
The Multi-Account report does consume a BEx query &
thus can understand BPCs hierarchies but Webi does
not support an integrated drillable chart along with the
grid produced by the BEx query.
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Tap theProduct Analysis
Multi-Account BPCreport.
The prompt comes up. Click
Done to refresh the report.
Reports using BEx queries have two
modes. In the first one if you drill the
grid does not expand in size. You
would need to scroll within the grid.
Drilling works better if you change the
mode so the grid auto-expands.
Double tap in the gray space
below 2011 TOTAL.
You will see the grid swing around &
the filter choices shown above the
grid disappear
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You can Drill Down on any
row or column member
where you see a right facing
arrow
You can collapse any row or
column member where you
see a downward facing
arrow
To re-prompt the report tap
the filter icon
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Change the Category.
The prompt comes up with
the currently chosen category.
If you choose another
member like in the far right
image, you will need to
de-select the prior choice.
I have now de-selected the
prior choice.
Click theDoneicon.
In the far right image we see
the new category selection.
Changing the Currency works
the same way. If you change
the selection you must
de-select the prior selection.
To refresh the report tap the
Done icon.
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Changing the Account fil ter is more complex as this
i s a hierarchy where as Category & Currency are flat.
Use theright arrow to
advance down the hierarchy
as far as you wish to go.
Choose a different account.
You then need to tap theBack
icon to go back up the
hierarchy. Like with Category
& Currency the prior selection
needs to bedeselected.
Once you reach the Net
Income level tapBack once
more & you will be where it
displays all filter selections.
Tap theDone icon to refresh
the report.
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1.7. Meta Data Synchronization if you updated descriptions of Entities in BPC Admin Console
Meta Data displayed in the rows of the reports will update automatically the next time you query the database with the report. However, the Entity
descriptions you change in the BPC Administration Console will NOT automatically update the Prompt List in the Income Statement & Balance Sheet. The
Headers of those reports will also not automatically update.
The steps to update the entity descriptions in Crystal Reports however are quite easy & take no more than 5-10 minutes.
1.7.1.LaunchCrystal Reports 2011
For LDL instances - On the SBO EPM Server
(4595 Server). Click Start button & choose
Crystal Reports 2011
For Lean Demo Show Room Instances Launch Crystal Reports 2011 from the shortcut in the Favorites
folder.
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1.7.2.Open the report Income Statement BPC CR
LDL instances
Click the Open icon in Crystal Reports standard toolbar.
Click theEnterprise button.
Login to System wdfltbmt4604.wdf.sap.corp
fimuser/sbo123
OpenIncome Statement BPC CR.rpt in the folder shown above
(BPC Reports EPM10_DEMO_PL)
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Lean Demo Showroom instances
Click the Open icon in Crystal Reports standard toolbar.
Click theEnterprise button.
Login to System: CLDVMXWI00059
fimuser/sbo123
OpenIncome Statement BPC CR.rpt in the folder shown above
(EPM\BPC EPM10_PL)
1.7.3. Double click the Parameter FieldZVAR_ENITYin the field explorer to the right of the report
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Update the description in the popup window
Double-clicking description will change it to the Edit mode.
Change the description to match whatever you changed
on the entity dimension to the description in the BPC
Admin Console.
Repeat for any other entities listed.
Clickok
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1.7.4. Next update the description which shows in the report header.
In the Field Explorer field explorer to the right of the report, find the Formula Field - Entity
Double click it to edit the formula, and change the text in the script.
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Change the descriptions in the red box to match the descriptions in as you changed them in the BPC Admin Console.
Click Save & Close button.
Save the report
Repeat steps (1.7.2 1.7.4) for Balance Sheet BPC CR.rpt
The OperatingReport BPC CRdoes not require maintenance as there is no Prompt for Entity & the base level entities are displayed in the rows of the report.
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1.8. META DATA UPDATE IN BPC ADMIN CONSOLE IF SHOWING WEBI REPORT PRODUCT ANALYSIS SALESREVENUE
This report does not use a BEx query. Therefore, it cant leverage the parent level members of dimension. We worked around this limitation by adding some
properties on the Time, Entity, & Product dimensions. We can do this because those dimensions have simple hierarchies. Because the ACCOUNTP dimensions
hierarchy is complex we cant use this property work-around for that dimension. Thus we have limited the account in this report to Base member Sales
Revenue. We are not using BEx in this report so that we can have a grid & a chart integrated together in a report where you can drill on either. That ability is
NOT supported when Webi is consuming a BEx query.
If you did not make Meta Data changes to the ENTITY & PRODUCT dimension in EPM10_DEMO_PL you do not need to make any updates the report before
your demo.
If you made Meta Data changes to the ENTITY & PRODUCT dimension in EPM10_DEMO_PL & you dont care if the MOBI Sales Revenue report matches your
changes you just run the report in your demo. It yields a report using the standard Entity & Product descriptions in EPM10_DEMO_PL.
If you made Meta Data changes to the ENTITY or PRODUCT dimension and wish to have the Sales Revenue report match your changes follow the instructions
in steps 1.8.1 1.8.3 to synch your report with the changes you made in BPC Admin Console.
Note: No updates are necessary to the Multi-Account report that consumes a BEx query
1.8.1. Update to Entity dimension
This step is only necessary in the following instance;
You changed the Description of these Entities E01, E02, E03 & you want the MOBI reports to show the new descriptions rather than the standard
descriptions.
In BPC Admin, update the REGION property of Entity dimension for the BASE members that roll-up to those 3 Parent level members. Change the value in
for each Base member to be the same as the Description for the Parent it rolls up to in PARENTH1.
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Now for example lets say you change the description of E01 to Americas & E02 to EMEA.
If you want the Webi report to also use those descriptions (and not the ones shown above) change the Base Members REGION property to match the
change. So in this example you would change the members whose region shows North America to Americas. Change the ones who show Europe to EMEA.
1.8.2. Update to Product Dimension
This step is only necessary in the following instance:
You want the Base member products to roll-up to something other thanProduct A, Product B, Product C
Similar to with Entities change the Product Group Properties of the Base members to what you want them to roll up.
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
This step is only necessary in the following instance:
You want the Base member products to roll-up to something other thanProduct A, Product B, Product C
Similar to with Entities change the Product Group Properties of the Base members to what you want them to roll up.
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
1.8.3. Update the Total Level Descriptions in the Webi Report
Because Webi without using BEx cant retrieve E00 & P00 the top level members of the Entity & Product dimensions instead on the report they are displayed as
local Report Totals that add up the amounts in the columns & rows. To update the descriptions to match what you changed the descriptions of E00 & P00 in the
BPC Admin Console you need to update the totals on the Webi Report.
Open BOE in the Favorites folder on the Desktop.
SDC LDL
System: cldvmxwi00059:6400 System: wdflbmt4604:6400
Login fimuser/sbo123
ClickDocuments
Click Folders
ExpandPublic Folders
SDC LDL
Expand folder EPM Click folder - BPC Reports EPM_DEMO_PL
Click folder - BPCEPM10_PL
Click report Product Analysis Sales Revenue BPC
Right click onProduct Analysis Sales Revenue BPC chooseModify
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
Click Ok
Click the row total description.
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
Change the description to whatever you made the description of E00 in the
Entity dimension in BPC Admin Console.
Click the green checkbox
If you changed the top level of the Product dimension P00 follow the same procedure to update the column total.
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
Save the report.
You have now completed updating the report.
SAP AG 2010 /SAP AND PARTNER INTERNAL / SCENARIO ID: 8303
2. APPENDIX
UPDATES
Jul 25, 2012
Mar 20, 2013
Original version of script - MOBI Crystal Reports
Addition of MOBI Webi Reports

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