... Foreword ... 13

... Preface ... 15

... Target Audience ... 16

... Structure of the Book ... 16

... How to Read the Book ... 18

1 ... Introduction to SAP BusinessObjects Planning and Consolidation ... 21

1.1 ... Functionality at a Glance ... 21

1.2 ... Features at a Glance ... 30

1.3 ... Alternative Versions of SAP BusinessObjects Planning and Consolidation ... 34

1.4 ... Interfaces and Components ... 37

1.5 ... Summary ... 90

2 ... System Modeling ... 91

2.1 ... Environments ... 92

2.2 ... Dimensions, Members, and Properties ... 94

2.3 ... Models and InfoProviders ... 103

2.4 ... SAP Business Warehouse Objects ... 116

2.5 ... Summary ... 129

3 ... Planning, Budgeting, and Forecasting ... 131

3.1 ... Planning and Budgeting, and Forecasting Approaches ... 132

3.2 ... Accessing the Existing Reports and Input Forms (EPM Add-in) ... 133

3.3 ... Entering Data for Planning, Budgeting, and Forecasting (EPM Add-in) ... 140

3.4 ... Accessing the Existing Web Reports and Web Input Forms (Web Client) ... 158

3.5 ... Entering Data for Planning, Budgeting, and Forecasting (Web Client) ... 163

3.6 ... Using Planning, Budgeting, and Forecasting Functions (Standard) ... 181

3.7 ... Summary ... 193

4 ... Consolidation ... 195

4.1 ... Generating and Monitoring Consolidated Data ... 196

4.2 ... Managing and Executing Ownership Data for Consolidation ... 212

4.3 ... Validating Consolidated Data (Standard) ... 222

4.4 ... Managing Adjustments with Journals ... 238

4.5 ... Summary ... 254

5 ... Business Process Flows and Activities ... 257

5.1 ... Defining a Business Process Flow ... 259

5.2 ... Executing the Activities in a Predefined Business Process Flow Scenario ... 296

5.3 ... Process Monitor ... 306

5.4 ... Summary ... 312

6 ... Custom Reports ... 313

6.1 ... Creating a Custom Report in the EPM Add-in ... 314

6.2 ... Analyzing Data in the EPM Add-in ... 334

6.3 ... Advanced Reporting Features (EPM Add-in) ... 345

6.4 ... Developing an Input Form for Data Entry (EPM Add-in) ... 381

6.5 ... Creating Custom Reports (EPM Add-ins for PowerPoint and Word) ... 383

6.6 ... Creating Web-Based Ad Hoc Reports (Web Client) ... 391

6.7 ... Analyzing Data (Web Client) ... 399

6.8 ... Developing a Web Input Form for Data Entry (Web Client) ... 403

6.9 ... Dashboard Reporting (Standard) ... 406

6.10 ... Reporting from Other SAP Business Intelligence Solutions for Plan-Actual Variance Analysis or Other Requirements ... 409

6.11 ... Summary ... 412

7 ... System Reports ... 415

7.1 ... Accessing the System Reports ... 415

7.2 ... Business Process Flow-Related Reports ... 417

7.3 ... Security-Related Reports (Standard) ... 431

7.4 ... Audit-Related Reports ... 444

7.5 ... Other System Reports ... 456

7.6 ... Summary ... 468

8 ... Advanced SAP BusinessObjects Planning and Consolidation Tasks ... 469

8.1 ... Accessing the Administration Menu ... 469

8.2 ... Environment Management ... 473

8.3 ... Dimension Management ... 485

8.4 ... Model Management ... 526

8.5 ... Security Management ... 560

8.6 ... Summary ... 591

... Appendices ... 593

A ... Glossary ... 593

B ... The Author ... 601

... Index ... 603