SAP IBP EPM formatting

[Former Member]

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Hello All,

We are facing an issue in the EPM Formatting of IBP templates. We need to segregate data w.r.t. planning combinations. Like, when the particular set of Key Figures for a particular planning combination finishes, we want to differentiate that with a darker line. We have been able to achieve that by using borders on the specific Key Figures (member property) but there are instances that same KF appears at different location in some other tab and messes up the other tabs of the same template. Is there a better way of solving out this problem ?

[schmidal]

Hi all,

is there also another way to separate planning combinations?

We have also tried it via formatting a certain key figure but if a user changes the order of the key figures or adds more key figures to the planning view, this solution will not be sufficient anymore.

Thanks in advance!

Regards,

Alina

[Irmi_Kuntze · Accepted solution]

The simplest quick and dirty method is to copy the EPMFormattingSheet to a different name in the same excel and assign the copy to the other planning view with the unwanted line and remove the formatting there.

You can do the assignment in the IBP ribbon under Advanced --> EPM Sheet Options --> Formatting, and than on the right side under Default Formatting Sheet

[Former Member · Accepted solution]

Thanks Irmhild for the quick response. That's a pretty cool way to go about it. I really liked it. But, is there a cleaner way to do this, using a single EPM sheet. I have 2 concerns with this approach:-

1) It might confuse a different user who is not familiar with the approach.

2) Does 2 EPM sheets in any way affects the performance of the templates?

[former_member186338]

Try to evaluate concept of static report like in my blog: https://blogs.sap.com/2013/03/01/static-report-in-bpc-nw-10/

You have static number of columns and static row axis. In this case you can perform direct formatting without formatting sheets. The performance increase will be significant.

[former_member670363]

Vadim, looking for a dynamic sub-total banding solution. Fixed/Static will not work where ad-hoc key figure changes are made by end-user. A static sub-total formatting solution can lead to misaligned assumptions, data interpretation and decisions. Are there any other alternate capabilities within the IBP Excel add-in?

[former_member186338]

dgrutan

Please open a new question and clearly describe your requirements. And we are talking not about IBP Excel, but about EPM.

[former_member186338]

Performance issues with multiple formatting sheets are due to the fact that each sheet will be separately processed on refresh. There is no "compiled" version of formatting sheet in EPM.

By the way, your row axis is static?

[Former Member]

Hi Vadim, Mostly it is static but client do wants the flexibility that if they add a KF, the separation border of different planning objects should be maintained accordingly. That's why we are setting the border at the upper part of the first KF in the planning combination. So, it covers the above-mentioned requirement.

[Irmi_Kuntze]

@1) you usually hide the EPMFormattingSheet, so users will not see it

@2) yes, sure, that is a valid concern. Just try it out and comoare

I think there are other possibilities, but all in EPM. With one sheet it is hard to differenziate when your logic with the color shall apply and when not

[Former Member]

I tested it out and it does lead to slight performance issue of around 5 seconds in some of the iterations. I also don't want to take chance on the performance of templates. Do you know any other way out or some other IBP template performance enhancing setting?