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BACK TO THE FUTURE

BACK TO THE FUTURE. Stephen Hambling, Director. Formulate Consulting. 5 different areas with Planning functions?. BPC -10 BW planning -10 General ledger -10 Controlling (Cost Centre, Profit Centre, Product costing, Projects etc ) -10 CO- Profitability Analysis -20 EIS -50.

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BACK TO THE FUTURE

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  1. BACK TO THE FUTURE • Stephen Hambling, Director. Formulate Consulting

  2. 5 different areas with Planning functions? • BPC -10 • BW planning -10 • General ledger -10 • Controlling (Cost Centre, Profit Centre, Product costing, Projects etc) -10 • CO- Profitability Analysis -20 • EIS -50

  3. 3 places for Consolidation in Finance • BPC -10 • BI/BW- SEM etc -10 • External (hyperionetc) -10 • Excel (!) -20 • EC-CS -50

  4. 3 Finance reporting tools • BPC -10 • BI/BW -10 • Report painter & writer -10 • Drill-down reporting -10 • SAP Query -10 • Summarisations and Evaluations -30 • GL Wand & Reports Wand -100

  5. Headline solutions • Business Intelligence • Designed and developed as a reporting tool • Great toolset • Handles large volumes • Manages external data too • Requires additional hardware and licences • Additional skillset needed • Implementation and support are a factor

  6. Headline solutions • Business Planning and Consolidation • Another great tool • Excel based • Very flexible rules based approach • Combines SAP and non SAP data • Brings more control to forecast process • As with BI, hardware, skills, licences and implementation are a factor

  7. Real benefits • Time is the biggest constraint • Fast turnaround and ROI • Business need is NOW • Resource is a constraint • Business case must be viable • Additional licence cost • Hardware • Complexity – sourcing skills to implement • Supporting • Maintaining in house skills is challenging

  8. It’s the data stupid!! • Can’t report or analyse bad data • Rubbish in, Rubbish out! • Use SAP tools to enhance data • Flowing data through from earlier process • Simple stuff – assessments, substitutions, mandatory data, user exits, BTE’s, BADI’s

  9. Planning • All of FICO has planning capability • FI, Cost Centres, Profit Centres, COPA, Projects • Copy to new version, Custom formulas, not financial data • Upload from Excel is standard

  10. Report Painter/Writer • Specific report writing tool for FICO • Row and Column reports • Formulas and Formatting • Output to Excel • Used by many standard Finance reports • Can add own reports • A good solution for finance reporting • Can add create own libraries • Formatting has limits

  11. Report Painter

  12. Create Evaluation structure • T.code MC27 to create a new Evaluation structure • Can use Data dictionary tables as source • Not restricted to Finance • Evaluation structure can be added to a Library • Can be used in Report Painter/Writer reports • For ad hoc or business specific reports its ideal

  13. Evaluation structure

  14. AR/AP Evaluations

  15. Project Summarisations • Create your own hierarchy, • with custom levels • choose the data to be collected • Run the summarisation routine • Fast reporting against the summarised data • Create your own reports • Available in Projects and Orders (PP, IO etc)

  16. Summarisation

  17. Going Old School! • EIS – the mini BI system within SAP! • Create a Cube (an “Aspect”), with Characteristics & Values • Create Master data – with Hierarchies • Full Planning tool • Extract data from source – internal or external • Standard loads from FI, CO, PS,TR, Consolidation • Or Custom load from SAP Query, or from standard Reports • Summarise data for speed • Manual data entry too

  18. EIS - Structure

  19. EIS - Setup

  20. Reporting on EIS • Create Reports on the Aspect • Drilldown reporting • Create reporting groups and menu • Aspect creates Evaluation structure • So use MC27 to create a Report Painter Library • Aspect 001 = CO-PA • So CO-PA reports can be available in Report Painter • As can Externally uploaded data

  21. CO-PA Drilldown report

  22. CO-PA Report painter report

  23. Going Old School! • Requirement is financial Consolidation system • EC-CS still available – works with New GL • Fully functioning Consolidation system • No additional licences or hardware • User interface in SAP, not Excel • Reporting via EIS/Report Painter • Will accept external upload • !

  24. Consolidation

  25. Old school – Back to the future! • Excel planning uploads to GL, Controlling, CO-PA & EIS • Hold and manipulate any data in a cube in EIS • Consolidate in EC-CS • Report from any via Report painter and/or GL Wand • Upload external data • 80% of the functionality of BPC, 20% of the cost….. • Not fashionable – but it works

  26. In Summary • Reporting can’t solve poor data • BI and BPC are great tools • The challenges are time, cost and ROI • Standard SAP has good flexible reporting tools • Digging back in time reveals some gems • GL Wand is a real alternative.

  27. The future might be behind you!

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