SAP BPC Embedded Fundamentals for Planning Applications
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SAP BPC Embedded Fundamentals for Planning Applications

Learn how to use SAP BI-IP and BPC Embedded tools to create a planning application from start to finish.
4.3 (303 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,102 students enrolled
Created by Marc Schindler
Last updated 4/2019
English [Auto]
Current price: $13.99 Original price: $19.99 Discount: 30% off
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This course includes
  • 3.5 hours on-demand video
  • 29 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Create an Embedded Planning Application using Best Practice
  • Understand the various components involved in creating a BI-IP/Embedded Planning Application
  • Understand the various options for reporting and planning within the Embedded/BI-IP environment.
  • Create and maintain planning functions in BI-IP and Embedded
  • Transfer the skills learnt in the course to their day-today activities as a BW consultant.
  • Basic SAP BW skills are desired, but not required.
  • SAP BPC Classic for NW consultants who would like an insight into implementing BPC Embedded.

***  This course requires a access to an SAP System. ***

This Entry Level to Intermediate SAP BPC Embedded/BI-IP course will help you master many important techniques to start creating sophisticated, integrated planning applications that utilizes the power of SAP Business Intelligence.    Note: I will use BI-IP as short form for SAP BPC Embedded from now on.   

The course is designed so that you can master all the techniques gradually, starting from basic and relatively simple techniques before moving on to the more demanding techniques that Business Intelligence Professionals use to create planning applications for their customers.    

The course will take you step by step through the process of creating a revenue, sales quantity and price planning model. The course is not just demos and Powerpoint slides, but a practical walk-through on how to create and end-to-end planning application.

From this course you will learn:  

  • Fundamentals of BI-IP,

  • The structures involved, such as InfoProviders, Aggregation Levels, Filters, Sequences and more,

  • Create all the required objects in BI-IP, tips and tricks and more advanced design considerations;

  • Query design for planning applications;

  • Basic FOX to enhance our application with calculations and;

  • Tying the whole planning application together into a BoA workbook;


  • This course assumes no knowledge of BI-IP.

  • Some BW experience would be helpful.

Who this course is for:
  • SAP BW professionals who want to expand their skills into BI-IP and want to learn using a real world planning scenario.
  • SAP BPC Classic consultants who want to get an insight into implementing SAP BPC Embedded
Course content
Expand all 32 lectures 03:35:45
+ Basic End-to-End Planning Application
5 lectures 30:05

Hello and welcome. In this lecture I introduce myself and cover the content of the course.

Preview 01:25

This brief lecture gives an outline of the fundamentals of SAP BPC Embedded.

Embedded Fundamentals

InfoCubes represent a type of activity, In this lecture we will cover the:

  • Creation of  the Real-Time Infocubes
  • Creation of Aggregation Levels
Using Real-Time InfoCubes

In this lecture we discuss filters and build an input-ready query. We will also look at the effect of the Master Data vs. posted values setting and its effect on the Input Ready Query.

Filters and Queries
Our First Planning Function
+ The embedded environment
2 lectures 12:52
Using SAP BPC Embedded Environments

The EPM AddIn for Embedded is the primary interface used to input and report data. in this lecture we will look at some of the basics of the AddIn and cover:

·        EPM Ribbon and Context

·        Report manipulation

·        Editing Options

·        Formatting

The EPM AddIn has a wide variety of features and are too numerous to cover for the purposes of these lectures. A full description of features can be found here:

EPM Add-In for the Embedded Model
+ Infoproviders
3 lectures 17:02

To take a comprehensive approach, we need to take a look at the data first from SAP BW and then from SAP HANA Modeler.

Browsing and Compressing Data in SAP BW

As a refresher, remember that MultiProviders can be used to union data in other InfoProviders. This lecture will take you through the whole process of creating a planning application on a MultiProvider and will cover:

·        Creation of a MultiProvider

·        Creating Aggregation Levels for MultiProvider

·        Creating Queries for MultiProviders

·        Creating Embedded Models for MultiProviders and

·        EPM AddIn for the MultiProvider Scenario

Using MultiProviders
Using Local Providers
+ Reporting with Embedded SAP BPC
2 lectures 11:24
Web Client Reporting

SAP Business Objects Analysis, edition for Microsoft office (or Analysis from now on) is a very easy to use Excel-based application that integrates nicely with SAP BW queries an IP functions. It takes several days to teach the Analysis' reporting and planning functions, so we will not try to cram it all in here. This lecture will give you a feel for how Analysis works, we will also revisit some of the concepts covered in previous lessons and apply them in BoA to:

  • Add a query as a datasource
  • Save a BoA Workbook
  • Add new planning records by adjusting our query
  • Add planning sequences to the BoA workbook.
Preview 07:47
+ Basic Planning Functions and Sequences
2 lectures 16:06

The standard IP functions are used extensively in the simpler planning scenarios. In this lecture we will work through the standard IP planning functions of:

  • Copy, 
  • Clear,
  • Revaluation and 
  • Repost.

Each of these planning functions will be added to the BoA workbook we created in the previous lecture. For comparison purposes, we will also add them to a EPM Add-In workbook.

As a quick teaser for the next lecture on FOX, we will also write a FOX statement that emulates the standard copy function.

Standard IP Planning Functions

FOX is a simple scripting language used in BI-IP to perform calculations. In this lecture we will cover the following topics:

  • Variables functions (VARV, VARI, VARC) and the DO-loop
  • The FOREACH loop
  • Internal Tables

As usual, the downloadable materials contains the configuration settings for the scenario. The FOX code can also be found in this section.

FOX Formulas

This quiz test your knowledge of FOX.

FOX Formulas
2 questions
+ Advanced Planning Functions
7 lectures 56:41

In this lecture we will cover Characteristic Relationships. We will look at:

  • Derivation during data input
  • Post processing of characteristic relationships, consisting of reposting and deletion of invalid combinations.

The preparation for the lecture is contained in the Quantity Planning Configuration.pdf document under 'Downloadable materials'.

Characteristic Relationships: Derivation, Delete and Repost

In this lecture we will convert the Characteristic Relationship created in the previous lecture as an Attribute lookup, to an ABAP Managed Database Procedure (AMDP). We will cover the following steps:

  • Create a class as a container for the Characteristic Relationship
  • Crate 2 methods, one as an ABAP implementation and one as a sql implementation
  • Test and trace the execution of both the ABAP and sql implementations.

As usual, the source code is in the downloadable materials to this lecture.

Preview 14:51

This quiz will cover some of the content covered in the Characteristic Relationships lecture.

Characteristic Relationships: Derivation, Delete and Repost
1 question

Top-down distribution is used for disaggregation of planning data. We will use top-down distribution in this lecture to disaggregate volumes planned on Material Group and Fiscal Year to material and fiscal period.

The preparation for this lecture is contained in the Aggregated Planning Configuration.pdf document under 'Downloadble materials'.

Preview 05:56

We now have a situation where we have:

  • Prices planned on Material Group and Fiscal year level, 
  • Volumes planned per Material and Fiscal Period. 

In this lecture we will go back to FOX to calculate revenues for each material. The Revenue Calculation Planning Sequence will also be added to the InfoProvider to calculate revenue when submitting the records.

Preview 04:41

In this lecture, we will replace the FOX revenue calculation with an AMDP.

Planning Function as AMDP

This lecture continues with the creation of an AMDP Planning Function.

Planning Function as AMDP Part II

Thank you for attending this course. Please check back often as there are always new developments in SAP BPC and I will continue to add lectures in the future.

Thank You
+ Practical Application: Building a Price Planning Application
8 lectures 58:19

In this lecture we will take a quick tour of the Pricing Conditions we are interested in. We will also look at the tables and structures involved.

SD Pricing Conditions

In this lecture we cover the creation of views and the creation of Generic DataSources to extract the data to BW. The layout of all the views created is in the downloadable materials to this lecture.

Creating Views and DataSources

In this lecture we are going to cover the 

  • Extraction of the data records from the pricing condition tables in ERP, 
  • the DSO we are going to use as the staging objects and 
  • the transformations from the DataSources to the DSO.
  • We are also going to view the Process Chain required and add the infopackage and DTP to the chain

Be sure to check the downloadable material to this lecture for the code and more information.

Extraction and Data Staging

In this lecture we will create the final two objects before we dive into BPC itself. We will create a real-time InfoCube and a MultiProvider.


In this lecture we are going to create two Characteristic Relationships, one as an attribute lookup and one as a class. The code for the CR is included in the downloadable materials.

Characteristic Relationships

In this lecture we will use the two Characteristic Relationships we created in the previous lecture and add them to a planning sequence. This lecture will cover the following topics:

  • Creation of an Aggregation Level,
  • Creation of a filter
  • Creation of two planning functions, one for each CR
  • Creation of a planning sequence and
  • Compression to remove the re-posted record.
Repost based on Characteristic Relationships

This lecture gives a brief overview of the Input Schedules and Planning Sequences we will create in this section.

Application Overview

In this lecture we will build an input schedule, the Detailed Price Planning Input Schedule, step by step. We will perform the following steps:

  • Create an Aggregation Level
  • Create a Filter
  • Create an Input Ready Query
  • Insert the Query into a BoA workbook and
  • Plan some values

All the other input schedules and their settings can be found in the downloadable materials to this lecture.

Input Schedules
+ Bonus Lectures
3 lectures 13:16

Two ways to debug FOX code in SAP BPC Embedded/BI-IP:

1 - Debug the FOX code itself as FOX script, covered in this lecture

2 - Debug the generated ABAP code, covered in ‘FOX Formulas’ lecture


In this lecture, we will add buttons and functions to the A4O workbook, to make things easier for our users. By adding these buttons to the workbook, we give the user the option of running all functions from the worksheet without accessing the Analysis tab. We will:

  • Add buttons to the workbook
  • Create the VB code
  • Assign the macros to the VB buttons
  • Change data-source of the Planning Sequences to reference a cell.

The full Analysis for Office User Guide can be found here:

Add Buttons to Analysis for Office Workbooks

This lecture will cover a simple currency translation scenario. Prices in Euro will be translated to a target currency selected with a variable. More specifically, this lecture will cover:

  • Creation of a Currency translation Type
  • Maintenance of table TCURR
  • The Currency Translation Planning Function and Sequence.
Currency Translation