Exercise Objectives
After completing this exercise, you will be able to:
• Use the EPM - Report Editor to change member names and exclude members.
Business Example
The users of your reports request that you change the member names to something more meaningful. Additionally, for certain data analysis, you require the exclusion of certain members.
Task 1:
Open your previously created report to use the exclude members feature.
1. Go to the Excel client for your Sales model in your BPC430_## environment.
Note: If you do not have a connection for the Sales model, use the instructions in Exercise #2 to create it.
Note: If you are ALREADY in Excel, go to Step #2.
2. Open the GR## Top 3 Products report.
3. Open the EPM - Report Editor and exclude DOGDRYPUPPY.
Task 2:
In this exercise, you will create a new report and change some dimension member names using the EPM - Report Editor.
1. Create a new blank workbook.
2. On the EPM - Pane, select the Sales - BPC430_## connection.
3. Set your context:
4. Use the EPM Report Editor to create a new report and change the Category and P_ACCT dimension member names to be more meaningful to your users.
Change the Category member Actual from GL to Actual and the P_ACCT member from External Sales to Revenue.
5. Close the report without saving.
Solution 4: Excluding and Renaming Members
Task 1:
Open your previously created report to use the exclude members feature.
1. Go to the Excel client for your Sales model in your BPC430_## environment.
Note: If you do not have a connection for the Sales model, use the instructions in Exercise #2 to create it.
Note: If you are ALREADY in Excel, go to Step #2.
a) From your web client's Start Page, choose EPM Office Add-in Excel.
Excel opens and the EPM - Connection Manager appears.
b) Choose the Sales - BPC430_## connection.
c) Click OK.
d) If you are prompted, log on again with your user ID and password as shown below:
User ID Password
BPC-## training
2. Open the GR## Top 3 Products report.
a) From the EPM Ribbon choose Open → Open Server Root Folder.
b) Choose the GR## Top 3 Products, then choose Open.
Note: If you do not see this report, Choose the GR00 Top 3 Products Report under Company (Public) → Template Library.
If you use the GR00 Top 3 Products report, choose Edit Report → Options and deselect Do Not Store Connection.
Figure 89: Ranking Results
Continued on next page
3. Open the EPM - Report Editor and exclude DOGDRYPUPPY.
a) From the EPM Ribbon, choose Edit Report.
The EPM - Report Editor window opens on the Layout tab by default.
b) Choose the Excluded Members tab.
c) Select the Ellipsis (...) button to the right of Members to Exclude.
The Multi Dimension Member Selector window opens.
d) Under Dimensions, choose the PRODUCT dimension.
e) Under Members, choose DOGDRYPUPPY.
f) Choose OK. (Or hit enter) g) Choose Add.
DOGDRYPUPPY is added to Excluded Members: on the left.
h) Choose OK
Figure 90: Ranking Results with DOGDRYPUPPY Excluded Since you excluded DOGDRYPUPPY, DOGROPE is now displayed because it had the next highest amount of sales.
i) Close the workbook by choosing the Office button and then Close.
j) Do not save the report.
Task 2:
In this exercise, you will create a new report and change some dimension member names using the EPM - Report Editor.
1. Create a new blank workbook.
a) Create a blank workbook by choosing the Office button and choose New.
b) Choose Create.
2. On the EPM - Pane, select the Sales - BPC430_## connection.
a) On the EPM -Pane, select the Sales - BPC430_## connection from the dropdown, if not already selected.
3. Set your context:
a) Set your EPM Context to the following:
Dimension Member ID - Description
CATEGORY Actual - Actual from GL
ENTITY STORE1 - Store1
PRODUCT BIRD - All Bird Products
P_ACCT EXTSALES - External Sales
RPTCURRENCY LC - Local Currency
TIME 2011.TOTAL - 2011
MEASURES PERIODIC - Periodic
Continued on next page
4. Use the EPM Report Editor to create a new report and change the Category and P_ACCT dimension member names to be more meaningful to your users.
Change the Category member Actual from GL to Actual and the P_ACCT member from External Sales to Revenue.
a) From the EPM Ribbon, choose New Report.
The EPM - Report Editor window opens on the Layout tab by default.
b) Drag and drop the P_ACCT dimension to the Row Axis Dimensions.
c) Drag and drop the Category dimension to the Column Axis Dimensions.
d) Choose the Member Names tab.
e) Under the Dimensions area, highlight CATEGORY and under the Members area highlight ACTUAL - Actual from GL.
f) In the Enter a name for the member: field, enter Actual.
g) Choose Override.
Under Members, the value changes to Actual and is listed below with its original and customized name.
h) Under the Dimensions area highlight P_ACCT and under the Members area highlight EXTSALES - External Sales
i) In the Enter a name for the member: field type Revenue.
j) Choose Override.
Under Members, the value changes to Revenue.
k) Choose OK.
The Report is executed and your customized names are shown.
5. Close the report without saving.
a) Choose the Office button then choose Close.
b) Do not save the report.
Lesson Summary
You should now be able to:
• Use the EPM add-in Report Editor features, such as the Layout, Options, Sort, Rank, and Filter.