Project Advice to Accelerate

Your SAP Business Planning

and Consolidation Implementation
or Migration Project
Steve Coan
VantagePoint Business Solutions
Produced by Wellesley Information Services,
LLC, publisher of SAPinsider. 2014 Wellesley
Information Services. All rights reserved.

Disclaimer

SAP has not endorsed or approved this presentation.

This is information based on my experience, insights, and current
information (and somewhat educated opinion) on the current and
future state of the SAP offering.

In This Session

Practical, field-tested advice on how to implement BPC

successfully and retain your sanity
Advice about data integration, validation, and ETL
The latest BPC 10.1 Classic or Unified
BPC upgrade paths and approaches
BPC version support matrix and horizon

What Well Cover

Ten preparation tips for a successful BPC implementation

Five tips for identifying the right data granularity for your project
Migration options for moving to BPC 10.0/10.1 NW
Migration options for moving to BPC 10.0 MS
Migrating from EvDRE to EPM Add-In templates
SAPs support strategy for all BPC versions
Wrap-up

Tip 1 Executive Sponsorship

Is there willingness to provide sufficient resources and funding?

Does the sponsor have authority to make key decisions across
functional areas?
Is the sponsor present?
Is the sponsor engaged?

Tip 2 Financial Vision

Is there a clear vision across all stakeholders?

Gain an understanding of desired output expected from each of
the stakeholders
Also gain an understanding of the desired input expected from
each of the stakeholders

Tip 3 Communication

Do you have an effective form of communication in place

for the project?
Is there a shared directory available for project artifacts?
Personal communication is a must
Regular core team
status meetings
keep the project
on track

Tip 4 Clear Requirements

Do you have existing, well documented processes in place?

Have you discussed potential new processes required and their
downstream impact?
Your requirements are always wrong

Tip 5 Data

What is the desired level to plan/analyze, and does your actual

data support this desired level?
What other metrics are required?

Tip 5 Data (Validation)

Dont overestimate your knowledge of your own data

Dont underestimate the time required for data validation
Dont even think
of validating using
a mature, custom
report in the source
against a brand new
custom report in
BPC
Be patient and expect multiple iterations. Plan on it. Design for it.

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Tip 6 Project Team

Do you have the right people for the team?

Are they knowledgeable, cooperative, and results-orientated?
Make process owners and subject matter experts available during
the whole process
To mitigate risk, spread the work rather then relying only on key
people
Make sure extended
team members
understand their
roles

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Tip 6 Project Team (cont.)

Do you have your

and your
Business Savvy
Technologist

Technology Savvy
Business Person

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Tip 7 Critical Success Factors

CSFs are those few things that must go well for an endeavor to
succeed
Have stakeholders identified and agreed on CSFs?
Have you considered ongoing maintenance and support as a
CSF?

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Tip 8 Implementation Partner

Have you developed an adequate RFP to assess vendors?

Make arrangements to meet your finalists in person
Find a partner who has done similar projects
before. Many times.
Lean on your partner. Avoid
the trap of thinking, We
do things differently
around here

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Tip 9 Project Management

Does your organization contain project management skills?

Will the project manager have proper authority over resources?
A good project manager unshackles talented team members to
make great deliveries

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Tip 10 Change Management

Do you expect a high level of change to your current process?

Gain an understanding of where your highest resistance will come
from, and be proactive in selling the change

Source: Spencer Johnson, M.D.

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What Well Cover

Ten preparation tips for a successful BPC implementation

Five tips for identifying the right data granularity for your project
Migration options for moving to BPC 10.0/10.1 NW
Migration options for moving to BPC 10.0 MS
Migrating from EvDRE to EPM Add-In templates
SAPs support strategy for all BPC versions
Wrap-up

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Data Tip 1 Keep the Focus on Required Insights

What types of questions do you want to ask of your data?

Focus on what is required for planning or reporting and not what
data is available
More is not always better

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Data Tip 2 Minimize Movement, Maximize Visibility

Focus on minimizing the data movement from one system to

another
Use drill-through for access to transactional data or a Webenabled transaction that is already sufficient in another system
HANA can handle large volumes easily, but getting all the data
into BPC involves multiple ETL steps and adds overhead, time
lag, and complexity to the environment

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Data Tip 3 Keep Actuals in Focus

You cant report data you dont diligently capture

Plan at the level where comparable actual data is available
Dont confuse what is available with what you would like to be
available
Example: Planned wiper blade sales for Sedans vs. SUVs
Example: Profitability by Product instead of by Brand or Region

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Data Tip 4 The Right Data for Your Specific Model

Planning models have different requirements from reporting

models
A healthy BPC environment has separate models for separate
types of data:
Financials and management reporting
Capital Expenditures
Workforce/headcount management
Sales (by customer)
Expenses (by vendors)

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Data Tip 5 Remember the Bottom Line

Every bit of data has a cost:

Disk space
Network bandwidth
Performance degradation
Backup and recovery
Interface development
User training
Project management and documentation
Compare value provided vs. additional cost when deciding what
data to bring into BPC

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What Well Cover

Ten preparation tips for a successful BPC implementation

Five tips for identifying the right data granularity for your project
Migration options for moving to BPC 10.0/10.1 NW
Migration options for moving to BPC 10.0 MS
Migrating from EvDRE to EPM Add-In templates
SAPs support strategy for all BPC versions
Wrap-up

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BPC 10.1 NW Classic vs. Unified

Feature

Classic Model

Unified Model

Data
Modeling

Single Key Figure

Protected Namespace

Multi-Key Figure
Full EDW access

Transact
Data

All transactional records must Transactional records can be sourced

be copied into BPC
directly from the host EDW
namespace

Master Data

Must be copied into BPC

namespace
Cannot use compound
master data

Master data from the host EDW can be

utilized
Can use compounded master data
definitions

SQL Push
Down to
HANA

Technically possible with a

BAdI

Capability is delivered functionality

Cell locking

Last in wins

First in wins
Source: SAP Platform Solution Group

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BPC 10.1 NW Classic vs. Unified (cont.)

Feature

Classic Model

Unified Model

Calcs

Script logic (no current plans

to execute directly on HANA)
HANA Optimized functions:
dimension member formulas,
top down planning using
HANA, allocations using
HANA

FOX Formula logic many functions

capable to execute directly in HANA
HANA Optimized functions: Copy, Repost,
Revaluation, Delete, Deletion of Invalid
Combinations, Set Key Figure Values,
Distribution by Reference Data, Generate
Combinations, repost on basis of
Characteristic Relationship, Distribution with
Keys, and Formula (many restrictions)

Consol

Full function consolidation

Minimal consolidation functionality more

capability on current roadmap

Source: SAP Platform Solution Group

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BPC 10.1 NW Classic vs. Unified (cont.)

Feature

Classic Model

Unified Model

EPM Add-In

Direct access to BPC model

and data
EPM Add-In supported
functions available:
Drill thru
Disaggregation model
selection
Disaggregation

Requires a BEx query acting as a data

provider to support EPM Add-In
EPM Add-In supported functions available:
Drill thru (on future roadmap)
Disaggregation (on future roadmap),
workaround available today through
BEx or planning function

User
Interface

EPM Add-In and Web

EPM Add-In (via BEx query), Analysis for

MS Office, BEx, and Web

Source: SAP Platform Solution Group

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Migrating to BPC 10.1 NW

Re
-im

pl
e

m
en
t

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Migrating to Classic BPC 10.0/10.1 NW

Classic BPC NW Migration Paths

7.0 > 7.5 > 10.0 > 10.1
7.0 > 7.5 > 10.1

(Optional) BW Accelerator (BWA)

7.0 > 7.2

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Migration Information in the PAM

Prerequisites and dependencies are in the Product Availability
Matrix (PAM)
https://support.sap.com/pam

BPC Version

Official Product Name

7.5 MS

SBOP PC 7.5 FOR MICROSOFT

10.0 MS

SBOP PC 10.0 FOR MICROSOFT

7.5 NW

SBOP PC 7.5 FOR SAP NW

10.0 NW

SBOP PC 10.0 FOR SAP NW

10.1 NW

SAP PC 10.1 FOR SAP NW

(includes Classic and Unified)

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Migration Steps to Classic BPC 10.0/10.1

First, migrate software components
1. Migrate to BW 7.3 or 7.4 (in-place or system copy)
2. Migrate to BWA 7.2 (optional)
3. Execute the migration program
7.5 to 10.0 tcode: SE38, program: UJT_MIGRATE_75_TO_10
7.5 to 10.1 tcode: SE38, program: UJT_MIGRATE_75_TO_101
10.0 to 10.1 tcode: SE38, program: UJT_MIGRATE_100_TO_101

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Migration Steps to Classic BPC 10.0/10.1 (cont.)

Next, migrate customer data and features
4. Upgrade security from Active Directory or CMS to SAP BW user accounts
Create SAP BW user accounts
Assign security roles and authorizations to the new user accounts
Create a tab-delimited mapping file for use by the migration program to map old users to
new users
Old User (Active Directory) New User (NetWeaver)
<Domain>\<AD User ID>
5.
6.
7.

<ABAP User_ID>

Deal with problems and unforeseen issues

Migrate features that are not supported by the mapping program (coming slides)
Regression test and validate

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Migration Utility for BPC 7.5 NW to 10.0 NW

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Migration Utility Parameters

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BPC Features That Migrate from 7.5 NW to

10.0 NW
Objects, Tasks, Processes

Migrated

Administrative settings

yes

Applications > Models

yes

Dimensions

yes

Terminology adjustments for new naming conventions

yes

User IDs

yes

Owner and reviewer properties of the dimensions

yes

Security: teams, task profiles, data access profiles, assignments

yes

Journals

yes

Business rules

yes

Validation rules > controls

yes

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BPC Features That Migrate from 7.5 NW to

10.0 NW (cont.)
Objects, Tasks, Processes
Data Manager features, including process chains, script logic,
prompts, and all other features
Content Library

Migrated
yes
yes

Business Process Flows (BPFs)

yes

Log files from the Data Manager

Live Reports (these are required to be rebuilt in the workspace area
of the new version)
Custom web pages and reports (these need to be rebuilt using the
new web reporting and input template features)
SAP BusinessObjects Dashboards (Xcelsius)

no
no
no
no

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Viable Migration Options for Classic BPC 10.x NW

Option 1
In-Place

Option 2
Copy

Option 3
Clean Slate

Direct migration on your

current system. Migrate BW
first, then BPC

The entire system is copied

and then migrated

Perform a fresh installation of

SAP BW 7.3+ and BPC 10.x
Run UJBR to transfer data

Pros:
Straightforward
Technical upgrade, little or
no reimplementation
No additional hardware or
system requirements

Pros:
Straightforward
Production not affected
Technical upgrade, little or
no reimplementation

Pros:
Most controlled and
manageable
Clean
Production not affected

Cons
Disruptive
BW and BPC systems are
completely unavailable
Exacerbated if problems
cause delays

Cons
Issues in current
environment may be
propagated

Cons
Requires full installation
and configuration of all
servers, dependencies,
prerequisites, and
customizations
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What Well Cover

Ten preparation tips for a successful BPC implementation

Five tips for identifying the right data granularity for your project
Migration options for moving to BPC 10.0/10.1 NW
Migration options for moving to BPC 10.0 MS
Migrating from EvDRE to EPM Add-In templates
SAPs support strategy for all BPC versions
Wrap-up

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Migrating to BPC 10.0 MICROSOFT

Migration on the Microsoft platform is different:

No server software migration program BPC is uninstalled
and reinstalled with the new version
Migrating an Appset (7.5) to an Environment (10.0) is
accomplished using BPC Server Manager on the Application
Server

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Migration Steps to BPC 10.0 MS

Migration from BPC 7.x to 10.x MICROSOFT
Server Software Migration
1. Uninstall BPC 7.x
2. Install BPC 10.0 on the Application Server
Data Migration
3. Restore the 7.x APPSET backup
4. Migrate the 7.x APPSET to a 10.0 ENVIRONMENT
5. Review the Migration Log
6. Deal with problems and unforeseen issues
7. Migrate features that are not supported by the mapping program (coming slides)
8. Regression test and validate

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BPC Features That Migrate from 7.x MS to

10.0 MS
Objects, Tasks, Processes

Migrated

Fact table data and comments

yes

Administrative settings

yes

Applications > Models

yes

Dimensions

yes

Terminology adjustments for new naming conventions

yes

User IDs

yes

Owner and reviewer properties of the dimensions

yes

Security: teams, task profiles, data access profiles, assignments

yes

Journals

yes

Business rules

yes

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BPC Features That Migrate from 7.x MS to

10.0 MS (cont.)
Objects, Tasks, Processes
Data Manager package lists and settings, script logic, prompts, and
all other features
Content Library
Business Process Flows (BPFs), but some have been
removed/changed
Published Books

Migrated
yes
yes
yes
yes

Log files from the Data Manager

yes

Stored procedures and other custom SQL objects

Live Reports (these are required to be rebuilt in the workspace area
of the new version)
Custom Data Manager Packages (any package with an SAP BPC
task); standard packages (Copy, Move, Admin_Optimize) can be
copied from EnvironmentShell to each Model

yes
no
no

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BPC 10.0 MS Server Manager

42

BPC 10.0 MS Server Manager (cont.)

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BPC 10.0 MS Server Manager (cont.)

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BPC 10.0 MS Migration Log

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What Well Cover

Ten preparation tips for a successful BPC implementation

Five tips for identifying the right data granularity for your project
Migration options for moving to BPC 10.0/10.1 NW
Migration options for moving to BPC 10.0 MS
Migrating from EvDRE to EPM Add-In templates
SAPs support strategy for all BPC versions
Wrap-up

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A Word on EvDRE > EPM Add-In Report Migration

Dont worry

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EvDRE Support in the EPM Add-In

EvDRE performs very well in the EPM Add-In

There is a very short list of EvDRE features and EV functions that

are not supported in BPC 10.0

Notable:
1. Insert Member functionality
2. EvHNV()
3. EvMNU()
4. MNU macros (e.g., MNU_eTools_Expand)

Refactoring and testing converted templates can be a time sink

48

Legacy EvDRE Report Migration Strategy

If you have in-house EvDRE expertise:

Train your organization on the new report writer
Migrate the 7.x Appset to 10.x
Identify all mission critical report and input templates
Regression test these EvDRE templates
Remediate as required
Create all new reports and input schedules using the EPM
report writer
Do all ad hoc reporting with the new EPM report writer
As proficiency increases and schedule allows, migrate the
legacy EvDRE templates
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Legacy EvDRE Report Migration Strategy (cont.)

If you DO NOT have in-house EvDRE expertise:

Train your organization on the new report writer
Migrate the 7.x Appset to 10.x
Identify all mission critical report and input templates
Regression test these EvDRE templates
Decision point:
Remediate the EvDRE template, then migrate it with the
migration tool, or
Recreate from scratch using the new EPM report writer
Create new reports and input schedules using the EPM report
writer
Do all ad hoc reporting with the new EPM report writer
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What Well Cover

Ten preparation tips for a successful BPC implementation

Five tips for identifying the right data granularity for your project
Migration options for moving to BPC 10.0/10.1 NW
Migration options for moving to BPC 10.0 MS
Migrating from EvDRE to EPM Add-In templates
SAPs support strategy for all BPC versions
Wrap-up

51

SAPs Support Strategy for All BPC Versions

Version

GA*

EOMM**

Location

Migration < From

Calculations
FOX, HANA Optimized
functions

Jun, 2014

12/31/2020

EDW

BW Integrated Planning
(BW-IP), Planning
Application Kit (PAK)

Jun, 2014

12/31/2020

/CPMB/

BPC 10.0

BPC Advanced Logic, BAdI

10.0 NW

Apr, 2012

12/31/2020

/CPMB/

BPC 7.5 NW < BPC 7.0 NW

BPC Advanced Logic, BAdI

7.5 NW

Aug, 2010

12/31/2017

/CPMB/

BPC 7.0 NW

BPC Advanced Logic, BAdI

7.0 NW

Apr, 2009

3/31/2016

N/A

10.0 M

Feb, 2012

12/31/2020

7.5 M

Dec, 2009

3/31/2016

7.0 M

Aug, 2008

3/31/2016

/CPMB/
Any SQL
instance
Any SQL
instance
Any SQL
instance

BPC Advanced Logic, BAdI

BPC Advanced Logic,
Stored Procedures
BPC Advanced Logic,
Stored Procedures
BPC Advanced Logic,
Stored Procedures

10.1 NW
Unified
10.1 NW
Classic

BPC 7.0 M, BPC 7.5 M

BPC 7.0 M
N/A

Generally Available
End of Mainstream Maintenance

**

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What Well Cover

Ten preparation tips for a successful BPC implementation

Five tips for identifying the right data granularity for your project
Migration options for moving to BPC 10.0/10.1 NW
Migration options for moving to BPC 10.0 MS
Migrating from EvDRE to EPM Add-In templates
SAPs support strategy for all BPC versions
Wrap-up

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Return on Investment

It goes to 11,
doesnt it?

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How to contact me:

Steve Coan
scoan@vantagepoint-solutions.com
Please remember to complete your session evaluation
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Disclaimer
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an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective
companies. Wellesley Information Services is neither owned nor controlled by SAP SE.

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