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.
Best Seller
4.2 (83 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
355 students enrolled
Created by Marc Schindler
Last updated 7/2017
Current price: $14 Original price: $50 Discount: 72% off
30-Day Money-Back Guarantee
  • 3 hours on-demand video
  • 24 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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.
View Curriculum
  • 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 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 is the target audience?
  • 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
Curriculum For This Course
26 Lectures
Basic End-to-End Planning Application
8 Lectures 48:06

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.

Preview 04:56

Test your knowledge
2 questions

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

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

    Preview 05:54

    Test concepts learnt in the lecture Real-Time InfoCubes and Aggregation Levels.

    Using Real-Time InfoCubes and Aggregation Levels
    2 questions

    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

    In this lecture we will create out first planning function and add it to a planning sequence. The planning function will copy data from a source version, selected via a variable, to a target version, also selected via a variable. The standard BI-IP copy function will be used.

    Preview 09:27

    Test concepts of our first planning function.

    Our First Planning Function
    2 questions

    SAP Embedded BPC extends the functionality of BI-IP by using models. In this lecture we will cover the creation of BPC Embedded models and discuss their use.

    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

    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
    The Different Types of infoProviders
    2 Lectures 11:31

    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

    The main use for Local Providers is to provide a quick ad-hoc reporting and planning solutions. Local Providers use a data file to provide the initial data and can be created with or without reference to BW InfoObjects. In ths lecture we will look at the:

    • Creation of a LocalProvider
    • System Generated Aggregation Levels for LocalProvider
    • System Generated Queries and
    • EPM AddIn for the LocalProvider
    • View Data in SAP HANA

    Using Local Providers
    Reporting with Embedded SAP BPC
    2 Lectures 11:24

    Web reports and input forms are useful for users who needs a simple online report or a way to input data on computers or iPads. They are:

    • Simple to use
    • Quick and easy to change and access
    • Great for performing quick tests

    Another important feature is that you can generate the report specific url to give to users so that they don't have to search for the report in the web client.

    In this lecture we will cover 

    • The creation of the web reports
    • Set variables
    • The data grid and 
    • Sample charts
    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 Function 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
    6 Lectures 56:32

    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.

    Characteristic Relationships as ABAP Managed Database Procedure

    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'.

    Top-Down Distribution

    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.

    Finalizing the application. FOX revisited

    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
    Managing the Embedded BPC Process
    4 Lectures 18:07

    In this section we’ll discuss the three components of embedded SAP BPC security: 

    • Users, 
    • Teams, and 
    • Data access profiles

    In this section, we’ll go over the basic concept of embedded SAP BPC work status, how to configure it, how to use it, and how to report on it. Work status is used to prevent data changes after your planning or consolidation process is complete.

    It is much like the process of closing a period, which you might know from SAP ERP.

    Work Status

    An embedded data audit tracks who entered transaction data into the InfoCube. In this lecture we’ll show you how to configure embedded SAP BPC data audit and how to report on audit data.

    Data Audit

    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
    Bonus Lectures
    2 Lectures 07:10

    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

    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

    About the Instructor
    Marc Schindler
    4.2 Average rating
    82 Reviews
    355 Students
    1 Course
    Technical Director

    I am a SAP certified CO, BW and BPC consultant. I started implementing SAP FI/CO in version 3.1h and completed more than 20 projects over the last 18 years, usually as the technical or functional lead. 

    Data Mining in SAP has been a specialization of mine ever since my first introduction to BW (SEM BPS, BPC classic and Embedded, BI-IP).

    I hope to use this experience to enable you to design sophisticated, integrated data mining applications for your business.