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3 tips for navigating the SAP BusinessObjects Planning and Consolidation user interface

by The Tip Doctor

April 11, 2011

Tip Doctor, Insider Learning Network.

SAP BusinessObjects Planning and Consolidation (BPC) is one of the hottest financial planning and consolidation tools currently on the market.

One of the biggest draws of the tool – apart from its ability to streamline both forecasting and consolidation processes – is its user-friendly look and feel.

Pulled from his presentation “Mastering both the SAP NetWeaver and Microsoft versions of BPC” from the upcoming BPC Bootcamp Seminar series, speaker David Dixon offers guidance for familiarizing yourself with the BPC user interface, and ensuring it meets all users’ expectations:

1. Find your way around BPC by leveraging the “Action Pane”

  • Context-aware menus and data selections that guide activities and improve productivity
    • Data selections made via a “Current View
  • The Action Pane is a “never-lost” system for the user; it helps them know “what” to do &ldqu o;when”, “why” and “how”
  • Use it to facilitate collaboration with built-in discussion threads and unstructured data sharing

2. Understand the significance of the “Current View”

  • All data selections are defined in the front-end versus back-end
  • Self-service simplification via member selectors and search

3. There are five distinct user interface and two administrator interfaces to choose from:

- User interfaces:

  • Interface for Excel
    • Cell formulas within SAP BusinessObjects Planning and Consolidation allow users to:
      • Get data in a single cell/range (EVGET or EVGTS)
      • Send data from a single cell/range (EVSND)
      • Compare data with financial intelligence (EVBET)
  • Benefits of Excel
    • Quick to write and requires little to no training
    • Can be written in conjunction with standard Excel formulas
  • Interface for Word
  • Interface for PowerPoint
  • Interface for Web
  • Administration

- Administrator interfaces:

  • Administration Console (client-based)
  • Administration for the Web (web-based)

More SAP BusinessObjects  information, tips and advice are available on Insider Learning Network's SAP BusinessObjects Group.

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