An Introduction to SAP BusinessObjects Planning and Consolidation: The Planning and Consolidation Features

  • by Ryan Leask, Senior Director, Solution Strategy for SAP’s Business User and Line of Business Sales Organization
  • Prakash Darji, Vice President and General Manager, Data Warehousing Solutions and SAP HANA Platform, SAP
  • January 19, 2009
Learn some of the different features and functions to support planning and consolidation requirements in SAP Business Planning and Consolidation (BPC). This includes creating input schedules for planning, posting journal entries, and using script logic for creating planning functions and consolidation logic in BPC.
Key Concept

Different clients are available to users in SAP Business Planning and Consolidation (BPC). One is the BPC for Web client, which is a zero-footprint client that is used for functions such as end user planning and reporting, document storage, system reports (e.g., security reports), and other tasks. There is also the BPC for Excel client, which is the primary client for BPC that most users access, and it covers a wide range of functions in BPC, from planning and reporting to managing journals to executing Data Manager functions. There are also BPC for Word and BPC for PowerPoint clients for further Microsoft Office integration. Finally, there is the BPC Administration client, in which all administrative activities (e.g., security, application and dimension management) are handled.

Planning, reporting, and consolidations are all unified inside the single SAP Business Planning and Consolidation (BPC) application. That means you don't need different tools or technologies to plan or report on your data, nor do you need another tool if you also want to leverage BPC for performing your financial consolidations as well doing your annual budget or monthly forecasts. That provides higher user acceptance and adoption, lower total cost of ownership, and less time spent reconciling different sources of data.

We explained the reporting features of BPC in "An Introduction to Business Planning and Consolidation: The Reporting Features." Now we'll focus on the planning and consolidation features of BPC. We'll examine input schedules for submitting data, work status for controlling and locking regions of data, posting journal entries, script logic files to manipulate data, as well as the delivered consolidation functions. The focus of this article is to introduce the various functionalities offered.

Ryan Leask

Ryan Leask currently runs the SAP BusinessObjects Planning and Consolidation solution management team for SAP, based out of Palo Alto, CA. Prior to this position, he led the EPM solution architecture team with a main focus on the design of SAP BusinessObjects Planning and Consolidation 7.0, version for SAP NetWeaver. Ryan has also worked on SAP xApp Analytics, SAP NetWeaver Visual Composer, SAP NetWeaver BW, SAP SEM, ABAP, SAP CRM, analytics/data mining, and whatever else seemed interesting. He has also co-authored SAP xApp Analytics (SAP PRESS, 2006), written many articles, and presented at numerous conferences.

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Prakash Darji

Prakash Darji is an experienced professional with more than 10 years of end-to-end experience in enterprise software. He has a broad depth of experience including corporate strategy, sales, product management, architecture, and development. He has experience in product launch activities, including positioning, packaging, and pricing. He has delivered numerous product releases in a variety of capacities through his career. He thrives on building high-performing, scalable teams to achieve strategic deliverables, whether they close strategic sales deals, roll in product features, or roll out new releases. He is a recurring author for several publications and a speaker at SAP conferences around the world. Prakash is on LinkedIn at

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