Report Design with the SAP APO Demand Planning Add-In for Microsoft Excel (Part II)

  • by Alistair Thornton, Specialist Leader, Deloitte Consulting
  • October 28, 2015
Learn how to format a report created using the SAP Advanced Planning and Optimization (SAP APO) demand planning add-in for Microsoft Excel using the SAP Enterprise Performance Management (SAP EPM) formatting functionality.
Learning Objectives
Reading this article, you’ll learn how to:
  • Use SAP Enterprise Performance Management (SAP EPM) formatting to format reports created with the SAP Advanced Planning and Optimization (SAP APO) demand planning add-in for Microsoft Excel
  • Use Microsoft Excel’s Conditional Formatting feature to format a report created with the SAP APO demand planning add-in
Key Concept

The SAP Advanced Planning and Optimization (SAP APO) demand planning add-in for Microsoft Excel is partially based on SAP Enterprise Performance Management (SAP EPM) technology, which was originally developed as part of SAP’s Business Planning and Consolidation (BPC) module. SAP EPM provides connectivity to the SAP APO back end, data retrieval and update services, and formatting functionality for reports.

The SAP Enterprise Performance Management (SAP EPM) component of the SAP Advanced Planning and Optimization (SAP APO) demand planning add-in for Excel provides a method for applying consistent formatting of a report. In part one of this article, I explained how to set up a basic report using the add-in. In this second part, I explain how to format the report and also describe some further formatting using Excel’s Conditional Formatting feature. I cover some lessons learned during an implementation of the tool.

Formatting the Report Using EPM Formatting

At the end of part one of this article, you had constructed a simple report as shown in Figure 1. This report is functional, but not formatted.


Figure 1
A simple report
 

To define formats you use a worksheet called EPM Formatting Sheet. This worksheet is created by the add-in automatically in each report, but is normally kept hidden. To show this sheet, click the View Formats button on the add-in toolbar as shown in Figure 2.


Figure 2
The View Formats button
 

Alistair Thornton

Alistair Thornton is a specialist leader at Deloitte Consulting. Alistair specializes in Demand Planning, Supply Planning, and Sales and Operations Planning. He’s been working in this area for more than 15 years, helping some of the world’s largest companies to improve their supply chain planning capability. Alistair’s experience spans the consumer products, food and beverage, life sciences, high-tech, and chemicals industries.

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