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Enterprise Dashboard
Enterprise Dashboard - Sales Plan, Pipeline and Forecast   In SAP BPC, BW & BOBJ
 
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
 
  Technology Scope         SAP NetWeaver Systems Landscape
 
  • SAP BPC
  • SAP BW
  • SAP ECC
  • SAP BOBJ
  • Xcelsius Dashboard
     
           
 
Enterprise Dashboard - Sales Plan, Pipeline and Forecast   In SAP BPC, BW & BOBJ
 
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Enterprise Dashboard
Implementation View
 

Steps:

1. Log in the BPC Admin Console

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

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3. Add the dimension members to "A_ACCOUNT" Dimension Member Sheet.

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4. Click "Save to Server".

 

5. Click "Process dimension"

 
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6. Choose "P_Entity" and click OK.

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7. Click OK.

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

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9. Add the dimension members to "P_ACCT" Dimension Member Sheet.

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10. Click “Save to Server”

 

11. Click “Process Dimension” and click OK.

 
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12. Choose "P_ACCT" and click OK.

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13. Click OK.

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

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15. Add the dimension members to "Product" Dimension Member Sheet.

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16. Click “Save to Server”

 

17. Click “Process Dimension” and click OK.

 
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18. Choose "Product" and click OK.

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19. Click OK.

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20. Go to the Dimension Library and choose "TIME" and click "Maintain Dimension Members" .

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21. Add the dimension members to "Time" Dimension Member Sheet.

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22. Click “Save to Server”

 

23. Click “Process Dimension” and click OK.

 
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24. Choose "Product" and click OK.

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25. Click OK.

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26. Select the Application and Modify Application

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27. Click "OK".

 
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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

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2. Choose “Manage Data”.

 

3. Upload Data file for SalesActualData.

 
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4. Give the Source and Destination file.

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5. Click ‘OK’

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6. Run Data Management Package.

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7. Select Import Transaction Data and click on Run.

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8. Select Import File and click on Next.

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9. Click on ‘Finish’

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10. Click on ‘OK’

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11. Click on ‘View Status’.

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12. Click on ‘Details’.

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1. Choose “Manage Data”.

 

2. Upload Data file for SalesPlanData.

 
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3. Give the Source and Destination file.

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4. Click ‘OK’

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5. Run Data Management Package.

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6. Select Import Transaction Data and click on Run.

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7. Select Import File and click on Next.

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8. Click on ‘Finish’

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9. Click on ‘OK’

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10. Click on ‘View Status’.

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11. Click on ‘Details’.

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1. Change the Current View.

 

2. Choose Data Input.

 

3. Choose Blank Work Book

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

1. Launch Xcelsius

 

2. Choose “File -> Data -> Import

 
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3. Choose the "Sales.xls" file

 
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4. Place a filter component on the canvas.

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

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

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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.

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

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

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10. Place a Bar Chart component on the canvas.

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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.

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

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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.

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15. Place a Line Chart component on the canvas.

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

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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.

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

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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 the Combo Boxes of the Filter Component.

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20. Place a Combination Chart component on the canvas.

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

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

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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".

 
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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".

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

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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.

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29. Place a Trend Analyzer component on the canvas.

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

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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".

 

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".

   
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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.

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

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

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37. Under Data -> Values

 

38. Specify the values Under Labels

 
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39. Click Preview to view the Pie Chart.

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

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40. In the Components browser, select a Label component

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

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42. Click Preview to view

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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))

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

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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.

   
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5. Choose the "Sales.swf" that we created from Xcelsius.

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6. Click the green check.

 

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

 

8. Click the green check.

   
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9. Click the green check.

 

10. Select Application and Click the green check.

 
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Not for Distribution.   Solution Designed , Architected and Developed
BY
CloneSkills, Inc.
  Prepared and Presented
CloneSkills, Inc.
Phone : (916)-296-0228
 
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