In this blog, I will introduce BPC and SAC integration solution. BPC is the strategic planning solution in on-premise area and SAC is the strategic planning in Cloud area. Hence hybrid solution of SAC and BPC is combination of two best worlds.
BPC Standard Model
The BPC to SAC import/export was developed to have a smooth way to replicate Financial planning models or parts of them to SAC. BPC plays the role of corporate planning and SAC plays the role of line-of-business (LOB) planning. These financial planning models are typically not that huge in BPC.
Typical workflow is like:
- To prepare import/export workflow, IT should setup the connection in SAC.
- LOB acquires Corporate planning target data. The data acquired is usually part of corporate planning data via filtering in import process. You can setup a schedule to do the import from BPC model to SAC model on a regular basis.
- LOB does planning process internally. LOB can add more master data for local planning purpose. SAC advanced planning capabilities(spreading, allocation, powerful table, version management…) could be fully leveraged.
- LOB submits its final planning data back to corporate. The planning functionalities in BPC can be leveraged, such as script logic.
A writeback model is introduced for semi-live integration between BPC and SAC. In order to have semi-live integration, the master data should be consistent between SAC and BPC.
What are not replicated
- Data access profile can’t be replicated automatically from BPC to SAC.The data access profile is designed differently in BPC and SAC, hence it’s not feasible to replicate data access profile. BPC DAP can be set via hierarchy formula, member filter and attribute filter. SAC DAP currently can be set via member filter. Apart from it, it’s technical challenge to get the SAC users from BPC users to assign data access profile to users.
- Member formula can’t be replicated automatically from BPC to SAC. Member formula has different syntax in BPC and SAC. It’s not feasible to convert the member formula from BPC to SAC.
- Calculations defined in EPM plugin in AO can’t be replicated to SAC.
- Script Logic can’t be replicated. The Script Logic in BPC and Advanced Formula in SAC can be used separately in the planning process.
What are recommended
- BPC and SAC integration is targeted to replicate planning model, whose data volume is usually not huge.
- Detailed data could be aggregated in BPC and replicated to SAC to avoid mass data in import/export to gain a better performance.
- Replicating data on-demand instead full data from BPC to SAC via filtering in import process to gain a better performance.
What are not recommended
These scenarios are not recommended in BPC/SAC integration:
- Import BPC data to SAC on regular basis for BI purpose.
- Import BPC YTD model to SAC (period model) . Converting from YTD to Periodic is quite time-consuming. And BPC YTD model is usually used as Consolidation model, which is not planning scenario.
The long-term strategy is to migrate BPC standard model to SAC model. Once SAC is feature wise comparable with BPC (such as business workflow, advanced formula, data locks…), BPC customers are highly recommended to migrated BPC model to SAC.