The purpose of this page is to describe all of the basics when using EPM Add-in on embedded connections.
This page will show you how to create a new EPM connection for the embedded version and how to use the EPM Query Selection.
EPM – Create Connection
In the EPM tab, go to Report Actions, and choose Manage Connections. In the Connection Manager, create the connection with the parameters as shown in the figure below:
If you’re familiar with standard SAP BPC, you’ll notice that there is a new connection type: SAP BW (INA Provider), with INA standing for Information Access.
This new connection type is required for embedded and provides the following services:
- Work with SAP BW queries with or without variables.
- Retrieve data using EPM reports
- Enter and save data using input forms
- Execute IP functions using data processes
Let’s walk through the parameters in the above figure:
Connection Name Enter a name of your choice, or use the Generate Connection Name button at the bottom of the screen.
Custom System Provide the server name manually.
SAP Logon Use the server from your SAP GUI logon.
System Name Enter a name of your choice.
Server Name You can get this from the URL for the web client.
Authentication Method Use BASIC.
HTTP protocol Use HTTP or HTTPS.
Port Number You can get this from the URL for the web client.
Client Number Use the SAP BW server client number.
Environment Choose an embedded environment.
Model Choose an embedded model.
EPM – Query Selection
When using the new connection, you get the EPM – Query Selection screen, as shown in the figure below. In the top part of figure, you can search for either queries or workbooks.
- If you want to run a plannable query, you can enter a character string such as “prod” under Query Selection, and the system will return with a hit list of available queries to pick from.
- If you want to use a query more than once, you can make it a favorite by clicking the star icon under the Favorite column.
- Notice that the Create Report From Query option is selected on the lower left of the above Figure. This will automatically create an EPM report based on the default query view.
- Choose OK, and the EPM-Set Variable prompt for fiscal year pops up. After you select 2015, the EPM report is displayed in Sheet1; you can then enter prices for B1, for example, and use the EPM Save Data button to store the data in memory (see Figure below):
Note: Transfer Data option is only available for embedded SAP BPC connections. The Data Manager tab is only for standard SAP BPC connections.
EPM - Planning Function
To use a planning function:
- Select the Data Processing tab on the lower right,
- Right-click the EPM connection, and select a planning function.
- In this first pass, select the Copy function, and add it to the EPM connection, as shown in the Figure below.
- Then choose Execute to copy the prices from version B1 to B2.
Note: Save the workbook for future use from by choosing Save -Save as Input Form to Server Folder on the EPM tab. In the Save dialog box, save the new workbook to the Public Folder so others can access it.
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