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This blog is mainly focused on beginners and business users who are interested to exploit the rich, powerful reporting features in EPM BPC Excel Add in. Here is a small attempt to discuss three simple methods to create basic reports in Business Planning and Consolidation EPM Add in for Excel.

Once you are logged into Business Planning and Consolidation EPM add-in for excel you will be greeted with an excel interface as shown below.

Excel interface can be broadly segregated into four main areas.

  • EPM Add-in Ribbon for BPC
  • EPM Context Menu
  • Report Area
  • Connection & Dimensions list

Slide10.jpg

Pre-requisite to enable member recognition:

Enable the checkbox:“Activate Member Recognition” as shown below to let BPC automatically recognize the dimension members from the

report area.

Path: EPM -> Options -> Sheet options.

BPC Slide2.jpg

I. Method

Drag and drop the required dimensions in the Excel sheet.

In the below screen print, Account dimension has been placed in the rows and Time dimension in the columns.BPC recognizes user input

instantly and displays the report based on the member selection in the context menu.

BPC Slide4.jpg

Hint:

The Income Statement value of the Account dimension is hierarchy of all of the Accounts grouped under Income statement node. To expand the list,

double-click on Income Statement value. Same applies to Time value in the columns also. This feature can be enabled by choosing User options > Navigation > Enable Double-Click.

II. Method

Drag and drop required dimensions in Rows and columns in the row axis and column axis respectively.

Drag and drop the required dimensions in row axis and Column axis. Click Update.

BPC Slide 5.jpg

Defer Layout Update option:

BPC Slide6.jpg

If the data volume is substantial and you want to update the data in the sheet only after dimension selection

is complete, you can utilize the Defer layout update option.

BPC Slide 7.jpg

III. Method:

Type in the dimension member anywhere on the report area, BPC automatically recognizes the respective member and displays result.

In the below example, free text Income Statement has been entered in the rows and 2011.001 in the columns. Output is displayed immediately.

BPC Slide8.jpg

Note: In case there is more than one member with same text, system will prompt you with all those available members in a popup window. One can then chose the required member and click ok to view the desired result.

Apart from the methods described above to create basic reports, users can also create a simple report by using New Report option available from the EPM menu. Now that we have seen different methods of creating reports, one can choose whatever method is more comfortable to create reports.

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4 Comments

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  1. Arjun Khatti

    Hi Ellora

    Thanks for your post , I am in learning curve of bpc 10 and wanted to know how to achieve the colkeyrange & rowkeyrange in BPC 10 as we used to get in 7.5 version via EVDRE.. thanks!!

    (0) 
    1. Ellora Dobbala Post author

      Hello Jack,

      EPM Add-in for Excel is much powerful reporting tool than earlier versions.Tool takes care of many manual tasks like adjusting the rowkey range, Colkey range etc.,

      We are permitted to add extra rows,columms with in the data range and tool takes care of adjusting the report accordingly, provided we respect certain do’s and dont’s. Please refer the link below to get more insight on reorting features in case you haven’t yet.

      Sure you will like this !

      http://help.sap.com/businessobject/product_guides/boeo10/en/EPMofc_10_user_en.pdf

      All the best !!

      (0) 
      1. Arjun Khatti

        Hi Ellora

        Thanks for your reply & I need your help..

        I have a requirement where I used to do in 7.5 , where row key range & column key range were static as shown & user input account (46001)in row manually which is refered to row key range ..

        How to define this static row key range & col key range in BPC 10 as in which EPM function do this..thanks !!

                                   2011.JAN (Column key range)

        ————                    

        Row     | 46001      100.00

        Key-     |

        Range  |

        ————

        (0) 
        1. Ellora Dobbala Post author

          Hello Jack,

          If i understood your question properly,we have an abiltiy to choose one specific account and one time period in rows in columns while designing the report, then your report will confine to that specific selection, in case if user wish to change the account, you can leverage the EPMContextMember (equivalent of EVCVW) function.You can also explore EPMMemberOverride to override the context member of a dimension.

          I would advise to have this question posted in BPC NW forum to reach wider audience. I am sure our bpc friends out there would love to answer your query.

          Thanks.

          (0) 

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