How to Automatically Select Members by User in the SAP EPM Add-In

  • by Charles "Tim" Soper, Senior Education Consultant, SAP
  • January 27, 2014
Learn how to create a fully dynamic report in the SAP Enterprise Performance Management (EPM) add-in that automatically selects members by user. The benefit to a company is that it offers a low cost-of-maintenance technique to automatically provide users with the data they need. See how to create this report from start to finish. Discover how to use EPM functions to automatically detect the logged-in user and then, for example, the cost centers that they need to analyze.
Learning Objectives

By reading this article, you will learn how to:

  • Add properties to dimensions
  • Use EPM functions to look up the current user and to override dimension members in a report
  • Protect an EPM workbook
Key Concept

The SAP Enterprise Performance Management (EPM) add-in’s functions and dimension member properties enable you to automatically select user-specific data. For example, a member in the cost center dimension would be an individual cost center such as HR. A member in the account dimension would be an account.

When users open a workbook in the SAP Enterprise Performance Management (EPM) add-in, they automatically receive data for their assigned cost centers. Users do not have to change any report selections; therefore, the EPM add-in enables the SAP system to quickly provide the information they need. This flexible solution also enables you to automatically determine dimension members because you can use this technique on any dimension, such as cost centers, profit centers, or products. The automatic selection of members by users results in more efficient reporting and also in better control over what data they can access.

Most companies require automated reporting solutions for ease of use and efficiency. For this scenario I first lay out the steps to set up the dimension property values and the report. I then explain each step in detail.

In my example I describe a scenario based on SAP Business Planning and Consolidation (SAP BPC) 10.0. SAP BPC 10.0 uses the Excel SAP EPM add-in. To set up this functionality, follow these steps:

  • Use a dimensional property (such as REPORTUSER) to assign a user to individual cost centers
  • Use the EPMUser function to determine the logged-in user
  • Use the EPMDimensionOverride function to read the current user and then select cost centers based on the REPORTUSER property in the cost center dimension
  • Create a new report with the cost center and account dimensions in rows, and time in columns
  • Turn on sheet protection to prevent the user from changing data selections

Charles "Tim" Soper

Charles “Tim” Soper is a senior education consultant at SAP. For the last 17 years, he has been teaching SAP classes on a variety of topics in financial and managerial accounting, business warehouse, business consolidations, and planning. He is the planning and consolidation curriculum architect and has written SAP course manuals. He also works as an SAP Senior Educational Consultant. Early in his career, he worked for Eastman Kodak Company in Rochester, NY, as a senior financial analyst. He has an undergraduate degree in economics and an MBA in finance from the University of Rochester.

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