SAP Business Planning and Consolidation (BPC)

SAP Business Planning and Consolidation (BPC) is an integrated financial planning and consolidation solution. It enables organizations to streamline budgeting, forecasting, and financial reporting processes. BPC helps in aligning financial plans with strategic goals, ensuring accurate data consolidation, and facilitating regulatory compliance for enhanced business decision-making and efficiency. Identities ❌ | Accounts ✔️ | Groups ✔️ | App Roles ❌ | Entitlements ❌

Application

Steps

1. Login to RSA G&L console as System Administrator.
2. Navigate to Resources > Application.
3. Click on Create Application and select Other Application.
4. Enter the details as shown below.
   
5. Click Finish.

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Account Collector

Steps

1. Login to RSA G&L console as System Administrator.
2. Navigate to Resources > Applications.
3. Click on SAP Business Planning and Consolidation.
4. Navigate to Collectors tab and click on Create Account Collector. Enter the details as shown below.
   
   
5. Click Next and enter the database details. Use the Test Connection to make sure the connection details are accurate.
   
   
6. Click Next. Select the appropriate data that you intend to collect.
   
   
7. Click Next. On the Account Data page, enter the following query to collect account information.

SELECT 
  DISTINCT Users.UserID AS account, 
  Users.FullName CASE WHEN Users.Active = 'Y' THEN 0 ELSE 1 END AS isDisabled, 
  (
    SELECT 
      J.ProfileID 
    FROM 
      UserProfile J 
    WHERE 
      J.ProfileID = 'CreateJournal' 
      AND J.UserID = Users.UserID
  ) + ', ' + (
    SELECT 
      J.ProfileID 
    FROM 
      UserProfile J 
    WHERE 
      J.ProfileID = 'PostJournal' 
      AND J.UserID = Users.UserID
  ) + ', ' + (
    SELECT 
      J.ProfileID 
    FROM 
      UserProfile J 
    WHERE 
      J.ProfileID = 'UnpostJournal' 
      AND J.UserID = Users.UserID
  ) AS description 
FROM 
  tblUsers Users

The following are the important attributes

8. Click Next. On the User Account Mappings Data configuration page enter the following query to map the SAP Business Planning and Consolidation account to user identity.

SELECT 
  DISTINCT UserID AS account, 
  CASE 
    WHEN UserID LIKE 'DS\%' 
    THEN SUBSTRING(UserID, CHARINDEX('\', UserID)+1, 500) + ' @dsp.local '   
    WHEN UserID LIKE ' US\ % ' 
    THEN SUBSTRING(UserID, CHARINDEX(' \ ', UserID)+1, 500) + ' @us.company.com '
    ELSE UserID 
  END AS userID
FROM 
  tblUsers

The following are the important attributes

9. Click Next. In the Group Data configuration section enter the following query to collect groups from SAP Business Planning and Consolidation.

SELECT 
  DISTINCT TeamID AS groupName, 
  TeamDesc AS description, 
  NULL AS owner 
FROM 
  Teams 
WHERE 
  TeamID NOT LIKE 'OWN_%' 
UNION 
SELECT 
  DISTINCT 'Y-' + UTA.MemberOfTeamID AS groupName, 
  (
    SELECT 
      TeamDesc 
    FROM 
      Teams 
    WHERE 
      TeamID = UTA.MemberOfTeamID
  ) AS description, 
  NULL AS owner 
FROM 
  UserTeamAssign UTA 
WHERE 
  UTA.TeamLeader = 'Y' 
  AND UTA.MemberOfTeamID NOT LIKE 'OWN_%' 
UNION 
SELECT 
  DISTINCT ProfileID AS groupName, 
  ProfileDesc AS description, 
  REPLACE(Approver, ',', '') AS owner 
FROM 
  Profiles 
  LEFT JOIN ER_ApproversbyGroup ON ProfileID = "Group"

The following are the important attributes

10. In the Account Membership Data configuration section enter the following query to collect groups membership information from SAP Business Planning and Consolidation.

SELECT 
  DISTINCT UserOrTeamID AS account, 
  CASE WHEN TeamLeader = 'Y' THEN 'Y-' + MemberOfTeamID ELSE MemberofTeamID END AS groupName 
FROM 
  UserTeamAssign 
WHERE 
  IsATeam = 'N' 
  AND TeamLeader = 'Y' 
  AND MemberOfTeamID NOT LIKE 'OWN_%' 
UNION 
SELECT 
  DISTINCT UserOrTeamID AS account, 
  MemberOfTeamID AS groupName 
FROM 
  UserTeamAssign 
WHERE 
  IsATeam = 'N' 
  AND TeamLeader <> 'Y' 
  AND MemberOfTeamID NOT LIKE 'OWN_%' 
UNION 
SELECT 
  DISTINCT UserID AS account, 
  ProfileID AS groupName 
FROM 
  UserProfile

11. Click Next. In the User Resolution Rules, map the user to account.
    
    
12. Click Next. In the Member Account Resolution Rules, map the account collector.
    
    
13. Click Finish. Use the Test function to make sure the configurations are accurate.

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