BI and Planning Clients in Microsoft · PDF fileBI and Planning Clients in Microsoft Office...

BI and Planning Clients in Microsoft Office

Overview and Road Map

Alexander Peter, Product Management Analysis & Planning

April, 2016 Customer

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 2 Customer

Legal Disclaimer

Overview

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 4 Public

Agile Visualization

Lumira

Desktop

Edge

BI Server

Predictive Analytics

Classification

Regression

Time Series

Clustering …

Lead the Cloud and Innovate the Core

Enterprise BI

Design Studio

Analysis Office

WebI

Crystal

EPM

BPC – Planning/Consolidation

PCM – Profit &Cost

SSM – Strategy

DM – Disclosure

Cloud for Analytics

Role-based analytics with BI, Planning & Predictive capabilities

LOB and industry analytics apps

E.g. Boardroom Redefined

Data Warehouse

BW on any DB

BW on HANA

BW/HANA hybrid

HANA native

Enterprise Inf Mgmt

On-premise, Private Cloud

Public Cloud

Continued investment in existing solutions

Deliver new capabilities built natively on HCP


SAP BusinessObject BI Portfolio

BI Platform and Data Access (Semantic Layer)

Information Access [ Mobile | Portals ]

Reporting Dashboards and Apps Agile Visualization

ERP: SAP Business Suite

and other ERPs

Unstructured data in

Social Media and Hadoop

OLAP Cubes MS Excel Oracle, DB2, MS SQL and

many other DBs

BW,TeraData,

other DWs

SAP HANA BPC Planning


SAP BusinessObject BI Portfolio

BI Platform and Data Access (Semantic Layer)

Information Access [ Mobile | Portals ]

Web Intelligence & Crystal Design Studio Lumira & Analysis Office

ERP: SAP Business Suite

and other ERPs

Unstructured data in

Social Media and Hadoop

OLAP Cubes MS Excel Oracle, DB2, MS SQL and

many other DBs

BW,TeraData,

other DWs

SAP HANA BPC Planning


Convergence* of the SAP BI Client Portfolio

* Focus on functional convergence, not on legal successors

Discovery

&

Analysis

Applications,

Planning &

Dashboards

Lumira

Explorer

Design Studio

Dashboards

BEx Web

Analysis for OLAP

Lumira

Design Studio

Design Studio Apps

Co

mm

on

pla

tfo

rm s

erv

ice

s

Reporting

Crystal Reports

Web Intelligence

Desktop Intelligence

Crystal Reports

Web Intelligence

Analysis Office

EPM Add-in

Live Office

BEx Analyzer

Office

Integration –

BI and Planning

Analysis Office

Inte

rop

era

bili

ty

Inte

rop

era

bili

ty

Convergence of Office Clients Analysis Office and EPM Add-In


Analytics in Microsoft Office

Today and Future

BPC (Planning)

EPM 10.0 Solutions

SAP HANA SAP BW

Universes (*)

Analysis Office

EPM

Analysis

(*) planned


Analysis Plug-In

Multidimensional Analysis of SAP BW and SAP HANA

Modern and familiar

Microsoft Office user

experience

Build powerful Excel

workbook BI applications Support BW-Integrated

Planning and BPC

Embedded Model

Create live PowerPoint

presentations


EPM Plug-In

Mixing powerful and

dynamic cell-based

formulas and navigation

in a single mode

Cross data sources

reporting directly

performed on client side

Direct typing capability

Target User Groups:

Finance Business Users Reports Copying/

Pasting between MS

Excel, Word and

Powerpoint

Dynamic formatting based on

Excel worksheet templates

Offline mode and

collection capability


Client Convergence in MS Office

Unified MS Office Client

Coexistence of Analysis and EPM sheets

Superset of Analysis and EPM Add-In features (with

some limitations)

Common Installer, single license

Protected investments: Re-use existing content

Separate ribbon tabs

Gradual convergence: e.g. common refresh

Terminology

Analysis Office (Add-In) Product including the

former products Analysis Office and EPM Add-In

Analysis Plug-In Analysis as part of Analysis Office

EPM Plug-In EPM as part of Analysis Office

Analysis

Office

EPM

Add-In

Analysis Office

(Add-In)

Analysis

Plug-In EPM

Plug-In


Which Plug-In should I use within Analysis Office 2.1+?

SAP BW (>= 7.0)

SAP HANA and BPC 10.1

Embedded model (as of

BW 7.40)

Analysis Analysis

(recommended)

BPC 10.0 & 10.1 Standard

model, EPM 10.0

solutions and MDX

connectivity

EPM

Source Model

Plug-In

EPM (existing limitations will

stay, no functional

enhancements planned)


Analysis Plug-in on BPC Embedded

Analysis Plug-in is recommended client for BPC Embedded

Full BW meta data support, performance-optimized

Full pivot table handling

Full planning support: new lines, planning functions/sequences

Support of work status and business process flow

Will be enhanced to cover EPM report scenarios (see roadmap for details)

Major differences compared to EPM Plug-In

Formatting

EPM uses formatting sheet, Analysis uses Excel styles for specific artefacts (hierarchy levels, input-ready cells etc.)

Analysis uses conditional formatting for color-coding of threshold values

Direct Input/Member recognition

Other approach for report design (e.g. design panel, context menu, filter dialog)

Offline Planning

Offline planning in Analysis plug-in is only possible via a workaround (see How-To paper)

http://scn.sap.com/docs/DOC-22385




EPM Plug-in on BPC Embedded – Gaps (1/2)

The following list presents the key limitations of EPM plug-in on top of BPC embedded model which will not be

removed (due to architectural reasons). Only use EPM Plug-In on BPC embedded if you can accept these

limitations in your project.

General Limitations

Performance limitations apply (e.g. opening workbooks, value help)

Following BW Features are not supported

Exceptions, Conditions, Variants, Report-Report-Interface, Universal Display Hierarchy, ad-hoc currency conversion at

runtime, hierarchical measures

Reporting on query views, InfoProvider, aggregation levels (only queries are supported in EPM)

Limitations for new line support in planning

Formatting limitations (e.g. date as measure, internal/external format)

Some BW query settings are not honored (e.g. display totals with only one member, do not display leaves for inner nodes )

Default values from query definition are not synchronized with EPM filters

Possible issues with variable re-prompting (losing navigation state)


EPM Plug-in on BPC Embedded – Gaps (2/2)

BPC Embedded Gaps compared to BPC standard with focus on frontend

EVDRE (BPC standard only)

Data Manager (BPC standard only), but replaced by Planning sequences and functions

Insert comments (only DataStore Object comments approach available (text key figure) for inline comments

in EPM reports).

Insert member - same experience as for BPC standard, but linked to BEx query settings: by default, it only

retrieves booked values. Using “insert new line” switches to “all values in master data table”

Calculate Parent in Hierarchy (based on Account Type property)

Drill-through not available

EPM formulas like EPMDocument, EPMDocumentList, EPMCellContextDocument, etc... - BPC Web in

embedded model not supporting them.

Publish to Library is not supported

Metadata and master data cache is only available for queries without variables

Release Infos and Roadmap


News in Release 2.2

Analysis support for BPC embedded model

Integration into Work Status

Open Workbook from EPM repository

Enhanced table design (Excel formulas as local members)

Continuous Improvements

Central system landscape

Search by attribute (BW & HANA)

Search Enhancements for Data Sources

API enhancements (BeforeFirstPromptsDisplay)

Workbook Caching & Performance Improvement

HANA

• Access attribute views, Simple filters by measure, Password change dialog

• Parallel data access

GA since November 2015


News in Release 2.3

Analysis & EPM support for BPC

Business Process Flow fully integrated in Excel (requires BPC 10.1 SP 10, i.e. BW 7.4 SP15/BW 7.5 SP 4)

Continuous Improvements Analysis Plug-In

Table Design Rule Editor

Enhancements on BW

Report-Report Interface as Receiver / Dynamic RRI (note 2283045)

Create restricted measures on BW

Last Data Update in MultiProvider

BIP: Workbook caching, Shortcuts

API enhancements: save data, open workbook

Cancel (long-running) queries

Full dpi support

Renaming Dimensions, Attributes, Measures

Explicit Selection, Refresh Mode, Logoff button, Upload list of filter values

Continuous Improvements EPM Plug-In

Support data filtering by multiple properties

Create quick links between different connections

Support Dynamic Formatting by properties reordering

New user experience for planning formulas

Planned for May 2016


This is the current state of planning and may be changed by SAP at any time.

Today Future Direction Planned Innovations

SAP BusinessObjects Analysis, edition for Microsoft Office Product road map overview - key themes and capabilities

Releases <= 2.2

Common Analysis and EPM client

Create Excel-based application design via

powerful API

Planning support (BW-Integrated Planning

and BPC embedded model)

Modeling capabilities for Business Users • Combine local and corporate data (via BW

Workspaces)

• Calculated Measures (BW&HANA), restricted

measures (HANA)

Conversion support for BEx workbooks

Transformation into web and mobile apps

(via Design Studio)

Scheduling on BIP

Table Design

EPM & Analysis support for BPC • Business Process Flow fully integrated in Excel

Analysis - Continuous Improvements • Report-Report Interface as receiver

• Table Design Rule Editor

• API enhancements: save data, open workbook

• Create restricted measures on BW

• Cancel (long-running) queries

• Performance: Delta protocol for planning

• Full dpi support

EPM - Continuous Improvements

• Support data filtering by multiple properties

• Create quick links between different connections

• Support Dynamic Formatting by properties

reordering

• New user experience for planning formulas

Convergence • EPM Word enablement

• Support of extensions (IBP/S&OP, SBP)

Framework • .Net API (alternative to VBA API), ribbon extensions

• Integration with SAP Cloud for Analytics & Lumira

Analysis: Continuous improvements • Comments

• Enhanced PowerPoint support

• Scheduling enhancements

• Custom grouping

• Integration of Excel 365 apps

EPM: Continuous improvements • EVDRE support

• Security enhancement for Single sign-on following

SAP standards

• New user experience for Member Selector

• New user experience by user’s profile

Planned for Q2 2016


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