SAP BPC Consolidated Reports

This article uses an example environment and consolidation model in an SAP BPC system to introduce how to build a financial consolidation analysis system. BPC Environment: BPC Model:

​

How to Create Dashboards Based on SAP BPC System

1. Create SAP BPC system data source
2. Create semantic model corresponding to the financial management reporting model in SAP BPC system
3. Create indicator groups
4. Create indicators based on management reporting semantic model

​

1. Create BPC System Data Source

SAP BPC is based on the SAP BW system, so for creating SAP BPC system data sources, please refer to SAP BW Data Source.

​

2. Create Business Grouping

Semantic models, indicators, and stories are all managed by business domain, so for grouping and permission control, corresponding business domain grouping architecture needs to be created. Refer to Business Domain Documentation Create a business domain named Finance.

​

3. Create Semantic Model

Semantic models, as metadata management objects, are the foundation for system data analysis. To implement permission control on semantic models, semantic models need to be created within corresponding business domains. Open the semantic model management interface:

1. Click the New button on the Finance business domain row, select the BPC data source created in the previous step, click Next;
2. Select Catalog $INFOCUBE, enter model name, click Create

The semantic model created now only has basic configuration. If you need to enhance metadata for SAP BW models, you need to create corresponding Cubes or Dimensions in this semantic model and add corresponding enhanced metadata. Find the BW model corresponding to the BPC model through the following method: Open the BW system SAP GUI, use transaction code SE11 to view table UJA_APPL, and filter by the environment and consolidation model used by your organization. Find the INFOCUBE field value, which identifies the BW model. Find this model in the data table area of the semantic model interface, drag it to the MDX model area, and enter text description to create the corresponding semantic model entity. After creating the entity corresponding to the BW model in the semantic model, the page will jump to the model editing interface, and the left sidebar will show the dimension and measure information structure automatically obtained by the system for this model. Now enhance this original metadata by adding default time hierarchy and calculated measure information Enhance Time Hierarchy Dimension:

​

Create Calculated Measure

Since the BPC model stores revenue amounts as negative values, when displaying, you need to negate the revenue amount. This can be achieved using calculated measures. Click Create in the calculated member group in the left sidebar, select the newly added row node, and enter in the right settings panel: Name: amount, Label: Amount, Formula: -[Measures].[/CPMB/SDATA].

​

4. Create Story Dashboard

Next, create corresponding report dashboards based on the semantic model. In the semantic model interface, select menu General -> Story -> Create Story to create a story. You can also click the Create button in the story list interface (first select the corresponding business group) to create. Then you can draw the dashboard you want to analyze in the story editing interface.

​

Building Indicator System for BPC Financial Model

Enterprise financial analysis indicator system is an important part of enterprise financial management. As an important resource for enterprise information analysis, it provides financial analysis data for enterprise decision-makers, enabling scientific decisions and playing an active supporting and guaranteeing role in achieving the goal of maximizing enterprise value. Based on the BPC model, we will create 4 financial core indicators: Solvency, Profitability, Operating Capability, Development Capability.

​

1. Create Core Indicator Business Domain

To better manage financial indicators, we create a separate Core Indicators business domain under the Finance business domain. Then create four sub-domains under the core indicators domain: Solvency, Profitability, Operating Capability, Development Capability.

​

2. Create Indicators

Take Asset-Liability Ratio in solvency as an example to create an indicator. Refer to Indicator Registration documentation to fill in corresponding information. Here, the naming conventions for indicator names and codes need to be managed according to customer needs, the system itself has no restrictions. After selecting data source and model, select indicator type as Derived Indicator, under derived indicators you can set calculated measure formula: ([Account Dim].[Total Liabilities], [Measures].[Amount]) / ([Account Dim].[Total Assets], [Measures].[Amount]), and set the unit to % in basic information. Register indicators into the system through manual entry or batch upload on the indicator registration page. Then you can select and use indicators for display in Story. You can also view and favorite indicator lists in Indicator Application.

​

3. Detail Indicators

Based on different management methods of different companies, core indicators can also drill down to detail indicators for definition. For example, gross profit margin in profitability can be defined as the group’s total gross profit margin in core indicators, or detailed gross profit margins can be defined for different sales regions such as: China Region Gross Profit Margin, Overseas Gross Profit Margin. You can also define for different product lines: Automotive Product Gross Profit Margin, Mobile Phone Product Gross Profit Margin, Home Appliance Product Gross Profit Margin, etc. In this case, the gross profit margin formula remains unchanged, what changes are different dimension members. This way we can define the gross profit margin formula in the semantic model. Add a calculated measure member for gross profit margin in Semantic Model #Create Calculated Member, and select this measure when defining indicators, then add different filter conditions (dimension member restrictions) for different detail indicators.

​

Calendar Dimension

Since financial data is all period-based analysis, calendar dimensions are needed as a common time axis. Set corresponding default calendar dimensions in the semantic model: Refer to Calendar Dimension