SAP BOBJ Enterprise Dashboard - Sales Plan, Pipeline and Forecast

Enterprise Dashboard - Sales Plan, Pipeline and Forecast In SAP BPC, BW & BOBJ

Demo Objective:

To present sales plan, pipeline and forecast data to executives as an enterprise
view by
Product
Services
Region
Country
Year
Month
much more . . .

To analyze sales performance Actual vs. Plan vs. Forecast

Prepared and Presented
Not for Distribution. Solution Designed , Architected and Developed
Jothi Periasamy (Joesaran@Gmail.com)
BY
Phone : (916)-296-0228

EY Internal
Use Only

Technology Scope SAP NetWeaver Systems Landscape
Revenue Cost Budget
Process Process Process
SAP BPC
SAP BW
SAP ECC Revenue Cost
Budget
Drivers/ Drivers/
SAP BOBJ Balanc
Scenario Scenario
Scenario

Xcelsius Dashboard e Sheet

P&L
Consolidation and Reporting Process

Cash
Flow

Sales Sales
SAP
Business
Revenue Cost
Objects

Xcelsius

Sales
Forecast

Plan/Budget/Forecast/Consolidated Data Storage

SAP Oracle JDE/etc

Data Source / Actuals

Solution Designed , Architected and Developed
Not for Distribution. Jothi Periasamy (Joesaran@Gmail.com)
BY
Jothi Periasamy (Joesaran@Gmail.com) Phone : (916)-296-0228

Enterprise Dashboard - Sales Plan , Pipeline and Forecast In SAP BPC, BW & BOBJ

Product Sales Service Sales Other Sales
Sales Actual Plan Plan Plan

Sales Forecast

BY
Phone : (916)-296-0228


Sales Plan, Pipeline , and
Forecast Analysis

BY
Phone : (916)-296-0228


Enterprise Dashboard
Implementation View

BY
Phone : (916)-296-0228


Steps:
1. Log in the BPC Admin Console

BY
Phone : (916)-296-0228


2. Within the Dimension Library, click on “P_Entity” and choose “Maintain dimension Member ”

BY
Phone : (916)-296-0228


3. Add the dimension members to “A_ACCOUNT” Dimension Member Sheet.

BY
Phone : (916)-296-0228


4. Click “Save to Server”.

5. Click “Process dimension”

BY
Phone : (916)-296-0228


6. Choose “P_Entity” and click OK.

BY
Phone : (916)-296-0228


7. Click OK.

BY
Phone : (916)-296-0228


8. Go to the Dimension Library and choose “P_ACCT” and click “Maintain Dimension Members”
.

BY
Phone : (916)-296-0228


9. Add the dimension members to “P_ACCT” Dimension Member Sheet.

BY
Phone : (916)-296-0228


10. Click “Save to Server”

11. Click “Process Dimension” and click OK.

BY
Phone : (916)-296-0228


12. Choose “P_ACCT” and click OK.

BY
Phone : (916)-296-0228


13. Click OK.

BY
Phone : (916)-296-0228


14. Go to the Dimension Library and choose “Product” and click “Maintain Dimension Members”
.

BY
Phone : (916)-296-0228


15. Add the dimension members to “Product” Dimension Member Sheet.

BY
Phone : (916)-296-0228




BY
Phone : (916)-296-0228


18. Choose “Product” and click OK.

BY
Phone : (916)-296-0228


19. Click OK.

BY
Phone : (916)-296-0228


19. Go to the Dimension Library and choose “TIME” and click “Maintain Dimension Members” .

BY
Phone : (916)-296-0228


20. Add the dimension members to “Time” Dimension Member Sheet.

BY
Phone : (916)-296-0228




BY
Phone : (916)-296-0228


23. Choose “Product” and click OK.

BY
Phone : (916)-296-0228


24. Click OK.

BY
Phone : (916)-296-0228


25. Select the Application and Modify Application

BY
Phone : (916)-296-0228


BY
Phone : (916)-296-0228


26. Click “OK”.

BY
Phone : (916)-296-0228


Upload Data: we will enter data for the “Sales” account for all “Products” and all entities under
“Region” for 2010.TOTAL.

1. Log on to BPC Excel

2. Choose “Manage Data”.

BY
Phone : (916)-296-0228


3. Upload Data file for SalesActualData.

4. Give the Source and Destination file.

5. Click ‘OK’

BY
Phone : (916)-296-0228


6. Run Data Management Package.

7. Select Import Transaction Data and click on Run.

BY
Phone : (916)-296-0228


8. Select Import File and click on Next.

BY
Phone : (916)-296-0228


9. Click on ‘Finish’

10. Click on ‘OK’

BY
Phone : (916)-296-0228


11. Click on ‘View Status’.

12. Click on ‘Details’.

BY
Phone : (916)-296-0228


1. Choose “Manage Data”.

2. Upload Data file for SalesPlanData.

3. Give the Source and Destination file.

4. Click ‘OK’

BY
Phone : (916)-296-0228


5. Run Data Management Package.

6. Select Import Transaction Data and click on Run.

BY
Phone : (916)-296-0228


7. Select Import File and click on Next.

BY
Phone : (916)-296-0228


8. Click on ‘Finish’

9. Click on ‘OK’

BY
Phone : (916)-296-0228


10. Click on ‘View Status’.

11. Click on ‘Details’.

BY
Phone : (916)-296-0228


BY
Phone : (916)-296-0228


1. Change the Current View.

2. Choose Data Input.

3. Choose Blank Work Book

BY
Phone : (916)-296-0228


The Step By Step Solution – Building an Xcelsius Dashboard

Xcelsius Dashboard Creation –Adding the BPC Data Grid and Using Live SAP BPC Data

1. Launch Xcelsius

2. Choose “File -> Data -> Import

BY
Phone : (916)-296-0228


3. Choose the “Sales.xls” file

BY
Phone : (916)-296-0228


4. Place a filter component on the canvas.

BY
Phone : (916)-296-0228


5. Double-click the filter component to open the Properties panel.

BY
Phone : (916)-296-0228


6. Click the Source Data cell selector button and select all the data to be included in the
visualization.

BY
Phone : (916)-296-0228


7. Click the Destination cell selector button and select an empty range of cells in a row. The
range must be large enough to display a full row of chart data.

BY
Phone : (916)-296-0228


8. Adjust the value in the Number of Filters box.

BY
Phone : (916)-296-0228


9. Click the Title cell selector button and select the labels that will appear above each Combo
Box.

BY
Phone : (916)-296-0228


10. Place a Bar Chart component on the canvas.

BY
Phone : (916)-296-0228


11. Click Data by Series click the plus button to add a series to the list box.

12. Click the Values (X) cell selector button and select the range of empty cells that are
selected for the Destination range for the Filter component.

BY
Phone : (916)-296-0228


13. Click the Category Labels (Y) cell selector button to select the cells in the spreadsheet that
contain the chart data column headers.

BY
Phone : (916)-296-0228


14. Click the Preview button to view the interaction between the Filter and Bar Chart
components.

The Sales data displayed in the Bar Chart will update depending on the selections made in
the Combo Boxes of the Filter Component.

BY
Phone : (916)-296-0228


15. Place a Line Chart component on the canvas.

BY
Phone : (916)-296-0228


16. Click Data by Series click the plus button to add a series to the list box.

BY
Phone : (916)-296-0228


17. Click the Values (X) cell selector button and select the range of empty cells that are
selected for the Destination range for the Filter component.

BY
Phone : (916)-296-0228


18. Click the Category Labels (Y) cell selector button to select the cells in the spreadsheet that
contain the chart data column headers.

BY
Phone : (916)-296-0228


19. Click the Preview button to view the interaction between the Filter and Line Chart
components.

The Sales data displayed in the Line Chart will update depending on the selections made in

BY
Phone : (916)-296-0228


20. Place a Combination Chart component on the canvas.

BY
Phone : (916)-296-0228


21. Double-click the Combination Chart to open the Properties panel.

BY
Phone : (916)-296-0228


22. In the Chart box, type "Sales Trend Analysis".

BY
Phone : (916)-296-0228


23. Click Data by Series; click the plus button to add a series to the list box. In the Name box, type
“Sales".

24. Click the Values (Y) cell selector button and select the Source Data for this series. Select the
data under the column header “Sales".

BY
Phone : (916)-296-0228


25. Click the Category Labels (X) cell selector button and select the data Labels.

26. Click the plus button to add another series to the list box. In the Name box, type "Trend".

BY
Phone : (916)-296-0228


27. Click the Values (Y) cell selector button and select the Source Data for this series

BY
Phone : (916)-296-0228


28. Click the Appearance tab, click the Series sub-tab. For the series “Sales" click the Type
dropdown menu and select Column. For the series "Trend" click the Type dropdown menu and
select Line.

Solutions Developed Solutions Design and Architecture
Technology Used
BY BY
Xcelsius
Smitha Sunkavallii | smithasunkavalli@gmail.com Jothi Periasamy (Joesaran@Gmail.com)
SAP BPC NW 7.5
|JoeSaran@gmail.com|
916-296-0228


29. Place a Trend Analyzer component on the canvas.

BY
Phone : (916)-296-0228


30. Click the Trend Analyzer to open its Properties panel.

31. Click the Data cell selector button and select the data to be analyzed for trending; for this,
select the data under the column header “Sales".

BY
Phone : (916)-296-0228


32. In the Trend/Regression Type section, click the Use Best Fit radio button.

33. Click the Analyzed Data Destination cell selector button and select an empty range of cells for
the new data series to be inserted into; for this, select the empty cells under the column header
“Trend Data".

BY
Phone : (916)-296-0228


34. Click Preview to view the between the Combination Chart component displayed with a
trend line. The Trend Analyzer component analyzes the selected data and determines a the
best way to display a trend line for the data.

BY
Phone : (916)-296-0228


35. Place the Pie Chart object under Charts folder to chart area.

BY
Phone : (916)-296-0228


36. Double-click the Pie Chart to open the Properties panel.

BY
Phone : (916)-296-0228


37. Under Data -> Values

38. Specify the values Under Labels

BY
Phone : (916)-296-0228


39. Click Preview to view the Pie Chart.

The Sales data displayed in the Pie Chart will update depending on the selections made in

BY
Phone : (916)-296-0228


40. In the Components browser, select a Label component

BY
Phone : (916)-296-0228


41. Select the Label, click Enter Text. Type or paste any block of text into the box.

BY
Phone : (916)-296-0228


42. Click Preview to view

BY
Phone : (916)-296-0228


43. We will be publishing this dashboard as a flash (swf) file in BPC web. Export this as Flash file.
(Click on File -> Export -> Flash (SWF))

44. Choose the desired location and file name. Click on save.

BY
Phone : (916)-296-0228


Publish the dashboard in BPC Content Library

1. Go to BPC Web

2. Click on “Content Library” from the action pane.

3. Click on “Post Document” from the action pane.

4. Click Browse.

BY
Phone : (916)-296-0228


5. Choose the “Sales.swf” that we created from Xcelsius.

6. Click the green check.

BY
Phone : (916)-296-0228


7. Choose the users and Teams you want to grant access to. In this case, we chose “All Users”.
Click the green check.


BY
Phone : (916)-296-0228



10. Select Application and Click the green check.

BY
Phone : (916)-296-0228

SAP BOBJ Enterprise Dashboard - Sales Plan, Pipeline and Forecast

Recomendados

Recomendados

Mais conteúdo relacionado

Mais procurados

Mais procurados (17)

Destaque

Destaque (17)

Semelhante a SAP BOBJ Enterprise Dashboard - Sales Plan, Pipeline and Forecast

Semelhante a SAP BOBJ Enterprise Dashboard - Sales Plan, Pipeline and Forecast (20)

Mais de Jothi Periasamy

Mais de Jothi Periasamy (20)

Último

Último (20)

SAP BOBJ Enterprise Dashboard - Sales Plan, Pipeline and Forecast