Post on 26-Feb-2022
© INFOMOTION GmbH 15. Mai 2018
INFOMOTION GmbH
Corporate Data Collection simplified with
SAP Analytics Cloud and INFOMOTION
April 2018
2© INFOMOTION GmbH 15. Mai 2018
Agenda
1. INFOMOTION Data Collection Tool – Use Case Description
2. Content overview
3. How to adjust the content to your organizational needs
4. About INFOMOTION
3© INFOMOTION GmbH 15. Mai 2018
INFOMOTION Data Collection Tool - Use Case Description
INFOMOTION – Corporate Data Collection Business Content
4© INFOMOTION GmbH 15. Mai 2018
Integrated (corporate) entities
Corporate Reporting
Usual approach for monthly close data delivery
INFOMOTION – Corporate Data Collection Business Content
Corporate
Data Warehouse
Monthly result delivery
e.g. via CSV
Non-integrated entities
Feedback
› Pure ‚data delivery“ to corporate units
› No benefit for non-integrated entities
› Additional tool required for feedback
› Frequently delayed and problematic process
5© INFOMOTION GmbH 15. Mai 2018
Integrated (corporate) entities
Corporate Reporting
Apply the „Corporate Data Collection“ Content in SAP Analytics Cloud
INFOMOTION – Corporate Data Collection Business Content
Corporate
Data Warehouse
Non-integrated entities
› Review results and delivery
data in one step and in one
platform
› Additional benefits for
delivering units
› Easy integration and
provision for new entities
6© INFOMOTION GmbH 15. Mai 2018
Collect and analyze your corporate financial data in three simple steps
INFOMOTION – Corporate Data Collection Business Content
Collect your monthly
P&L, BS and CF data
from all your entities
Perform plausibility and
quality checks
Analyze the month-end
results of each entity
SAP ANALYTICS CLOUD FUNCTIONPROCESS STEPS
› Configurable input templates to collect
month-end results based on SAC input
event calendar
› Data-quality monitor to run immediate
data-validation and plausibility checks
› Corporate financial dashboard for input
review and rapid analysis of results
All you need to get started is your own chart of accounts and organizational hierarchy !!
7© INFOMOTION GmbH 15. Mai 2018
Content Overview
INFOMOTION – Corporate Data Collection Business Content
8© INFOMOTION GmbH 15. Mai 2018
Technical overview
INFOMOTION – Corporate Data Collection Business Content
› Story contains 5 pages
› Management Summary
› Input Templates for Income Statement, Balance Sheet,
Cash-flow Statement
› Data quality monitor
› Planning enabled SAC model, contains 4 dimensions
› Version
› Time
› IFM_DC_Accounts (add your own accounts here)
› IFM_DC_Organization (add your own entities here)
› INFOMOTION Corporate Data Collection Currency table
9© INFOMOTION GmbH 15. Mai 2018
Summary overview
INFOMOTION – Corporate Data Collection Business Content
› Provides a
comprehensive
overview about all
financial statements
› Review your current
monthly performance
and compare it
against previous
periods
› Run ad-hoc analysis
on the results using the
variety of possibilites
provided by the SAP
Analytics Cloud
10© INFOMOTION GmbH 15. Mai 2018
Summary features
INFOMOTION – Corporate Data Collection Business Content
› Overview of the key
unit KPIs in each
month and time of the
year.
› You have the option
to filter by
organization
› Choose the RSS-Feed
you like to see, to
keep always updated
on news.
11© INFOMOTION GmbH 15. Mai 2018
Detailed commenting features
INFOMOTION – Corporate Data Collection Business Content
› Use the function to comment
your data, diagram, table
etc. by using the marked
button.
› You even have the possibility
to like comments.
12© INFOMOTION GmbH 15. Mai 2018
Build-in Predictive Analytics
INFOMOTION – Corporate Data Collection Business Content
› Use the marked button to
add a forecast to your
diagram.
13© INFOMOTION GmbH 15. Mai 2018
Entry Form: Income Statement
INFOMOTION – Corporate Data Collection Business Content
› Input of the actual
values on a monthly
level for a whole period
› The underlying account
schema can easily be
modified to fit your
applied accounts
› Different currencies are
supported based on the
underlying assigned
currency by each
organization
14© INFOMOTION GmbH 15. Mai 2018
Entry Form: Income Statement
INFOMOTION – Corporate Data Collection Business Content
› Input of the actual
values on a monthly
level according to the
account schema.
› You have the option to
modify your data by
entering the values
directly or by a
percentage. The
relevant values geht
automatically and
immediately updated.
15© INFOMOTION GmbH 15. Mai 2018
Entry Form: Balance Sheet
INFOMOTION – Corporate Data Collection Business Content
› Input of the actual
values on a monthly
level according to the
account schema.
16© INFOMOTION GmbH 15. Mai 2018
Entry Form: Balance Sheet
INFOMOTION – Corporate Data Collection Business Content
› Input of the actual values at
a monthly level according to
the account schema.
› You have the option to
modify your data by
entering the absolute
value or by “copy & paste”
previous data and
modifying it directly in the
input mask, e.g.
› abs. change (+1M
EUR)
› Perc. Change (+5%)
17© INFOMOTION GmbH 15. Mai 2018
Entry Form: Cash-flow statement
INFOMOTION – Corporate Data Collection Business Content
› Input of the actual values at
a monthly level according to
the account schema.
18© INFOMOTION GmbH 15. Mai 2018
Entry Form: Cash-flow statement
INFOMOTION – Corporate Data Collection Business Content
› Input of the actual values at
a monthly level according to
the account schema.
› You have the option to
modify your data by
entering the absolute
value or by “copy & paste”
previous data and
modifying it directly in the
input mask, e.g.
› abs. change (+1M
EUR)
› perc. Change (+5%)
19© INFOMOTION GmbH 15. Mai 2018
Entry Form: Data Quality Monitor
INFOMOTION – Corporate Data Collection Business Content
› Check the entered values for
consistency
› Review logical fit of income
statement, balance sheet
and cash-flow statement
20© INFOMOTION GmbH 15. Mai 2018
› Check the entered values for
consistency, esp. IS vs. BS vs.
CF in each month.
› Click in the bar of a chart to
get further information and to
use for example the Smart
Insights via the symbol
Entry Form: Data Quality Monitor
INFOMOTION – Corporate Data Collection Business Content
21© INFOMOTION GmbH 15. Mai 2018
Entry Form: Appendix
INFOMOTION – Corporate Data Collection Business Content
› Overview about the
applied formulas in the
story and the website of
INFOMOTION GmbH.
22© INFOMOTION GmbH 15. Mai 2018
Entry Form: Analytics Cloud Calendar
INFOMOTION – Corporate Data Collection Business Content
Add a Category to
your event.
Add a Title to your
event.
Add a People to
your event.
Add a Story to your
event.
Add a Reminder to
your event.
› The Analytics Cloud Calendar
can be used to set new
events and new tasks,
reminders and to share it with
your collegues.
23© INFOMOTION GmbH 15. Mai 2018
Entry Form: Analytics Cloud Calendar
INFOMOTION – Corporate Data Collection Business Content
The Assignees can accept or decline the task, and the status is always visible.
24© INFOMOTION GmbH 15. Mai 2018
How to adjust the content to your organizational needs
INFOMOTION – Corporate Data Collection Business Content
25© INFOMOTION GmbH 15. Mai 2018
Adjust the underlying data model to your organization needs
INFOMOTION – Corporate Data Collection Business Content
MODIFY YOUR ORGANIZATIONS
AND ROLES FOR DATA SUBMISSION
› First search for „IFM-DC_DATAMODEL“
3ADJUST UNDERLYING
ACCOUNT SCHEMA
2ADJUST TIME & SCOPE1
› Steps for Adjustment:
26© INFOMOTION GmbH 15. Mai 2018
Dimension: Time
INFOMOTION – Corporate Data Collection Business Content
› Dimension - Time › Choose the Time Settings in
the Time Dimension as
desired.
› Select the Start Date on a
monthly level (possible
entries: 1900 – 2050)
› Select the End Date on a
monthly level (possible
entries: 1900 – 2050)
› Choose the corresponding
Time Hierarchy (YQM, YHQM,
YHM, YM)
27© INFOMOTION GmbH 15. Mai 2018
Dimension: Version
INFOMOTION – Corporate Data Collection Business Content
› Dimension - Version
› Version dimension is
not adjustable in the
data model
28© INFOMOTION GmbH 15. Mai 2018
Dimension: Accounts
INFOMOTION – Corporate Data Collection Business Content
› The account schema
can be completely
modified to fit your
applied account
structure
› Add new line for
additional account
› Add account into
„Hierarchy“
› Add KPIs and define
calculation formula
29© INFOMOTION GmbH 15. Mai 2018
Dimension: Organization
INFOMOTION – Corporate Data Collection Business Content
› Add/ remove your own entities & define their applied currency
› You can also define a responsible user to plan this entity, in case you want to use the „input task“ feature
of SAP Analytics Cloud
30© INFOMOTION GmbH 15. Mai 2018
Model: Currencies
INFOMOTION – Corporate Data Collection Business Content
› In the currencies
model you have the
possibility to add
relevant currencies.
› Add a currency: Click
in a empty row, or use
the button on the
right side and insert
the desired entries.
31© INFOMOTION GmbH 15. Mai 2018
About INFOMOTION
INFOMOTION – Corporate Data Collection Business Content
32© INFOMOTION GmbH 15. Mai 2018
The reason for our success? We love data!
INFOMOTION
330 EMPLOYEESBUSINESS INTELLIGENCE, BIG DATA & DIGITAL SOLUTIONS
14 YEARS OF GROWTH9 LOCATIONS
INFOMOTION LAB350+ SATISFIED CUSTOMERS STRONG PARTNERSHIPSFULL SERVICE PROVIDER
33© INFOMOTION GmbH 15. Mai 2018
You have the challenge. We have the solution.
INFOMOTION
Independent, practically experienced and always up to date:
› Standard trainings
› Customer and project
specific trainings
› Training of analysts and
data scientists
› BI Bootcamps
STRATEGY
› Digital Transformation
› Digital Innovation Lab
› Analytical overall strategy
› Status quo determination /
audit / review
› Organisational structure
(BICC, BDCC und ACE)
› Agile BI
› Managed Self-Service
› Software portfolio
› Control systems & models
CONSULTING & IMPLEMENTATION
APPLICATION MANAGEMENT
SERVICESTRAINING
› Pre-studies
› Solution development
› Migration
› Technology consulting
› Coaching
› Project & Change
Management
› Quality & Test
Management
› Service management
organization
› Operational security
› Further development
› Continuous improvement
› Monitoring & operations
control
› Transition to Service
› Infrastructure consulting
34© INFOMOTION GmbH 15. Mai 2018
For further information or questions visit us on…