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Contents
Contents
Epicor EPM Canvas Planning Course.....................................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................6
Workshop Constraints..............................................................................................................................8
Application Setup...................................................................................................................9
Workshop - Make the Sample Database Available..........................................................................................11
Grant Full Write Access to Users.............................................................................................................12
Workshop - Lower Excel 2007 and 2010 Security...........................................................................................12
Workshop - Lower Excel XP Security...............................................................................................................13
Contents
Planning Gem........................................................................................................................70
Workshop
Workshop
Workshop
Workshop
Workshop
Conclusion.............................................................................................................................73
Audience
Specific audiences will benefit from this course.
Executive
Knowledge Worker
CFO/Controller
Analyst
Prerequisites
To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager
at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained in other
valuable courses.
Epicor EPM Performance Canvas Course - The Epicor EPM Performance Canvas course provides an
introduction to Online Analytical Processing (OLAP) cubes, an overview of Business Intelligence (BI) and
introduces the Epicor Enterprise Performance Management Performance Canvas (Performance Canvas) analysis
platform for use with the Epicor Enterprise Performance Management (EPM) suite or as a standalone product.
The following industry knowledge is recommended:
General knowledge of Microsoft Excel
Environment Setup
Review environment setup steps and workshop constraints in order to successfully complete the workshops in
this session.
The workshops for the standalone product in this session were written using a sample datasource included in
the Performance Canvas installation.
Important
Consult your system administrator for the appropriate user name and password to log into the local
installation of the Epicor EPM Performance Canvas application.
Perform the following setup steps:
Start the CallistoService, Performance Canvas and SQL Server Analysis Services services in the
Administrative Tools.
Verify SQL 2008 instance is running, and stop all HCM services.
Delete the Callisto Ribbon and then reinstall the Ribbon.
Note Perform this step if you use the training image. On the training image you always access Callisto
through Excel Callisto Ribbon.
To start the services:
1.
2.
Click the Start EPM Cube Connect and Performance Canvas icon.
Navigate to Start > Control Panel > Administrative Tools > Services.
The Windows Services console displays.
2.
Locate Microsoft SQL Server (SQL2008) entries and verify they all display the Started status.
3.
4.
2.
3.
Start Windows Explorer, and navigate to Program Files > Epicor Software > Performance Management
> Clients
Note In Windows 7, navigate to Program Files (x86) > Epicor Software > Performance
Management > Clients
4.
5.
6.
7.
Double-click setup.exe.
8.
Workshop Constraints
The workshops in this course can be performed only once in each instance of a restored (refreshed) database. If
a user has already completed these workshops in the database, the database must be restored (refreshed) before
another user can complete this course.
Below is a list of workshops in this course that can be performed only once in each instance of a restored (refreshed)
database. Where applicable, a detailed explanation of the workshop constraints is documented in the workshop
itself.
Workshop - Deploy the Sample Datasource - This workshop can only be performed one time on a
non-refreshed environment .
Consult your system administrator for the appropriate user name and password to log into the local installation
of the Epicor EPM Performance Canvas application.
Workshop - Activate the Sample Datasource - This workshop can only be performed one time if the
sample datasource has not been deployed.
Application Setup
Application Setup
Epicor Enterprise Performance Management (EPM) Canvas Planning (Canvas Planning) is a Microsoft Excel add-in
that is installed as a standalone application and can interact with Epicor EPM Performance Canvas.
To complete this course, you must install and configure the following applications:
Microsoft Excel
Epicor EPM Performance Canvas
Epicor EPM Canvas Planning (Callisto) Server, Server Components, and Client
Install the Performance Canvas
The Epicor EPM Installation Guide, which is available on EPICweb, provides Epicor EPM Performance Canvas
software requirements and complete details on how to install Epicor EPM Performance Canvas.
The Performance Canvas provides a web-based dashboard tool that uses datasources such as Microsoft SQL
Server Analysis Services (SSAS) cubes and other similar Online Analytical Processing (OLAP) compatible databases.
Epicor EPM Performance Canvas supports the following internet browsers listed in order of performance:
Google Chrome 10
Microsoft Internet Explorer 7, 8, and 9
FireFox 3 and 4
Safari 3, 4, and 5
Note
Verify the Performance Canvas service is started. Otherwise you cannot use Performance Canvas.
Install Epicor EPM Canvas Planning (Callisto) Server
To complete this course, install the Canvas Planning Server and Canvas Planning Server Components.
Server Software Requirements
Windows 2003 Server or above with IIS installed
.NET 2.0
SQL Server 2005 SP2 or above Client Components
Standalone Demo Machine (Client) Software Requirements
Windows 2003 Server or above with IIS installed
.NET 2.0
SQL Server 2005 SP2 or above with SQL Database and Analysis Services installed
Excel 2003 or above
To install a standalone Callisto server:
1.
Application Setup
2.
3.
4.
Double-click Server Setup_xxxx.msi for 32 bit servers or Server Setup64_xxxx.msi for 64 bit servers.
The Callisto Setup Wizard screen displays.
2.
3.
On the Select Installation Folder screen, accept or adjust the folder to which the server software will be
installed.
4.
Click Next.
5.
On the Select Software to Install screen, select the components to install on this server. For this course,
accept the selection of all four software components.
6.
Click Next.
7.
On the Databases to Install screen, select Sample SQL database to install the sample database.
8.
Click Next.
9.
On the Server Names screen, enter the names of the servers your Callisto Server installation will use. For
this course, accept localhost for all servers for the best performance.
10
b.
Click OK.
c.
Enter the Username and Password the web service will be configured to use for privileged access to
files, SQL databases, and analysis services databases. The user id must be a member of the IIS_WPG
user group on the server.
d.
Application Setup
Click OK.
12. If you selected to install of the NT Service software component on the Select Software to Install screen,
the Net Service Logon screen displays.
a.
Enter the Username and Password the NT Service will use to access files, SQL databases, and analysis
services databases.
b.
c.
Click OK.
13. If a warning message displays saying NT Service installation failed and prompting you either to complete
the installation anyway or cancel, click the Cancel button and start the installation again.
If you click OK, the installation will complete with problems. All of the files for the installation will be left
in place, and typically these files can be used to manually correct the problem.
14. On the Installation Complete screen, click Close.
Set up Epicor EPM Canvas Planning (Callisto) Client
Download the Callisto.xll file to your computer, for example, your Desktop or My Documents folder. No further
installation steps are required.
11
Application Setup
7. Clear the check boxes next to any other datasource that display in the list.
8. Click OK to accept the datasource.
9. On the toolbar, click the Deploy button to build the Analysis Services database and make the application
available for Callisto Excel reporting. At this point, only Administrators on the server will have access.
10. To the Deploy Application message, click Yes.
11. Wait until the Finished application deploy message is displays.
12. Click Close.
The Sample database is available for reporting.
12
Application Setup
13
Application Setup
14
15
Planning Strategy
With Canvas Planning, there are three major steps to planning: business modeling, workflow definition, and data
manipulation.
1.
2.
3.
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2.
Double-click EXCEL.EXE.
3.
4.
Click Logon.
5.
On the Logon to EPM Canvas Planning screen, enter the following credentials:
User name: Administrator.
Password: epicor.
6.
Click OK.
7.
8.
Click OK.
If you work with a local client installation, the Callisto.xll file was likely downloaded to your Desktop or My
Documents folder.
To run Canvas Planning on a local client installation:
17
Data
Enter the URL you use to connect to your internet URL to connect to the internet server in the format:
server
<servername>:<portnumber>
Enter your internet server userid
Domain name
18
b.
2.
In the list of available services, right-click the Performance Canvas service and select Stop.
3.
4.
5.
6.
Return to the View Canvas Planning Web Interface workshop for further instructions.
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2.
3.
On the Performance Canvas home page, click the Admin Console link.
4.
5.
6.
Add your planning cubes as regular data sources. For example, in the Datasource URL Address field, enter:
http://olap64.performancecanvas.com/olap2008an/msmdpump.dll.
Notice a new entry displays in the datasource listing with several data cubes.
7.
Right-click the All datasources folder and select Add planning server.
8.
9.
Click OK.
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21
22
The Epicor EPM Cube Connect - Cube Editor application can create a user cube and then send it to the server
for deployment.
Measure - In a cube, this is a set of values based on a column in the cube's fact table. Measures are usually
numeric and are the central values that are aggregated and analyzed.
For example, a Sales Total measure may be split across a time dimension to show sales totals summarized by
month. Each measure is a numeric value and an aggregation operation the cube can use to summarize this
value. All measures are aggregated, typically summed. Available aggregates in EPM are Sum, Min, Max, Count,
and Average (Mean).
Level - This is the name of a set of members in a dimension hierarchy such that all members in the set are
the same distance from the root of the hierarchy. For example, a time hierarchy can contain the levels Year,
Month, and Day.
Hierarchy - This is a logical tree structure that organizes the members of a dimension such that each member
has one parent member and zero or more child members. A hierarchy can also be referred to as a grouping
of dimensions.
Epicor EPM Performance Canvas Terms
The following concepts are specific for Performance Canvas and are also relevant when you access Planning
Canvas through the Performance Canvas web interface.
Gem - A gem is a visualization such as a chart or table that displays business information on a canvas. One
canvas can contain many gems.
Gems listen to slicers to provide data details. A gem is connected to one or more slicers on the canvas, but
they can listen to their own filters as well.
Slicer - A slicer is a filtering tool that allows you to select information to view in the gem, or gems, that
displays on a canvas. From an OLAP point of view, a slicer is a dimension filter.
The most common slicer is a date or time field. A slicer can be a single hierarchy or a multi-level hierarchy.
Company is an example of a single hierarchy as it is comprised of one field, yet there can be three companies
in the cube data. Time is an example of a multi-level hierarchy. It is a pre-defined field collection that includes
Year > Quarter > Period > Date, thus creating a specific drill-down path.
Slicers can be positioned anywhere on a canvas, but, as a rule, slicers display across the top of the EPM
Performance Canvas dashboard.
Canvas - A canvas, also referred to as a dashboard, is an interactive web-based dashboard that provides a
visual display of information. Canvas features include the following:
A canvas presents data details in a combination of text and graphics. Use graphics, such as charts or tables,
to visually emphasize objectives and their statuses.
A canvas displays data that helps you answer key questions about your business such as "Are my sales
currently on track?"
All canvas details display on a single screen, Microsoft SharePoint site, or mobile device.
Canvases are available for others via a web URL or Microsoft SharePoint site. Depending on your license, you
can save and deploy a canvas workspace as a web canvas or save it as a ViewPoint.
23
Client Technology
Canvas Planning uses state of the art client technology. It leverages the most up-to-date technologies to provide
you powerful reporting, analysis, and data input capabilities.
Canvas Planning client utilizes the following technologies:
Planning in context through an easy-to-use mashup web interface to obtain the relevant internal and external
data
Microsoft Excel 2003, 2007, XP and 2010 client for finance users
Microsoft SharePoint integration
Native Mobile connection (iPhone, BlackBerry, Nokia, and so on)
24
Data
Enter the URL you use to connect to your server URL to connect to the internet server in the format:
<servername>:<portnumber>
Enter your server userid
Domain name
Administrator
epicor
Note If you do not enter the user id, domain, and password, the Modeler attempts to use the same
credentials you use to log in to Windows on your client computer.
3. Click OK.
The Select Application window displays.
4. Select the Application to open for maintenance.
For example, if you use the Ready Tech or EU Training image, select Demo.
5. Click OK.
The Modeler window displays. The application loads into the Modeler.
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26
Dimensions
In the Canvas Planning Business Modeler (Modeler), you can view a dimension's properties, edit an existing
dimension, and create new dimensions.
Dimension Types
The Modeler supports the following dimension types:
Generic - This is the default dimension type that can be used for any data. No specific behavior is defined
for this type.
Account - Use this dimension type to control the behavior of numbers.
The following properties are automatically attached to this dimension type:
Property
Description
Acceptable Values
Account
Type
Sign
1 or -1
Entity - This dimension type interacts with the Intercompany and Account type dimensions for IC Matching
and IC Eliminations. Often, this dimension type is also used to indicate what currency data is entered for
currency translation purposes.
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Time - This dimension type interacts with the TimeDataView and Account type dimensions to produce correct
time series numbers in reports.
Scenario - This dimension type controls database locking.
TimeDataView - This dimension type interacts with the TimeDataView and Account type dimensions to
produce correct time series numbers in reports.
Intercompany - This dimension type interacts with the Entity and Account type dimensions for IC Matching
and IC Eliminations.
BusinessProcess - Use this dimension type to provide multiple kinds of input and various adjustments to
numbers. The dynamic, interactive IC Matching uses the ICMATCH member, and IC Eliminations uses the
ELIMINATION member.
Dimension Security
You can control user access to a dimension. The Modeler provides the following options:
Users can access all members on this dimension - The dimension is not included in Security Role Model
Access definitions. This is the default setting.
Users must be granted access to members in Security Roles - The dimension is included in Security Role
Model Access definitions. Users will only see members to which they are granted access.
Dimension Properties
You can set the following dimension properties in the Modeler:
Label This is the property display name.
Property Type This is the property data type. The following data types are available:
Type
Description
Text
Text data
Parameters
Size the maximum number of characters
Default Value optional default value for the
property when none is provided
Integer
Integer numbers
Double
Member
True/False
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29
2.
3.
4.
5.
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You can add and edit users associated with the security role here.
7. Click the Model Access tab.
You can grant users access to different models on this tab. The following options are available:
To set read and write security for individual members of a dimension hierarchy, click the Select security
access for dimension members button on the toolbar. The Member Selector window displays. Select
the members and click OK.
To grant a role read access to all members of all hierarchies of a dimension, select the dimension and
click the Set Read access for all dimension members button.
To grant a role write access to all members of all hierarchies of a dimension, select the dimension and
click the Set Write access for all dimension members button.
To clear dimension level settings for read and write access, select the dimension and click the Remove
access for all dimension members button. You can clear member level settings in the Member
Selector window.
8. Click the Action Access tab.
Select check boxes that correspond to various actions in the Excel Control Panel and the Excel Data Manager
to grant users permission to perform certain actions.
9. In the toolbar, click Save.
10. Click the Check In link in the Actions pane.
11. On the toolbar, click the Deploy button.
The role you changed is deployed.
Security is set up now. Remain in the Modeler window.
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Field
Data
http://localhost
Administrator
epicor
Note If you do not enter the user id, domain, and password, the Modeler attempts to use the same
credentials you use to log in to Windows on your client computer.
3. Click OK.
The Select Application window displays.
4. From the Select Application window, select New.
5. Click OK.
The Modeler window displays.
6. In the New Application Form, in the Application Label field, enter Canvas_Training.
7. Click OK.
8. In the Select Application window, select Canvas_Training.
9. Click OK.
You now have a completely empty application called Canvas_Training.
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33
13. In the Open dialog, navigate to and select an .xml spreadsheet file.
For example, select CanvasTraining_Dim_Time.xml.
14. Click Open.
15. To the message that informs of successful import click OK.
16. Click Save.
17. To the Dimension successfully saved message, click OK.
18. Select the Hierarchies tab, and then select Calendar in the Hierarchy window.
19. Click the Manage level names for this hierarchy button.
20. In the Manage Level window, click in the upper row and enter Year and hit ENTER.
21. In the next row, enter Quarter, and hit ENTER.
22. In the next row, enter Month, and hit ENTER.
23. Click OK.
24. Click Save.
25. To the Dimension successfully saved message click OK.
26. Click Check In.
You created Time dimension and filled it with data. You built a hierarchy with three levels for this dimension.
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9. Click Open.
10. To the message that informs of successful import click OK.
11. Click Save.
12. To the Dimension successfully saved message, click OK.
13. Click Check In.
14. Click Deploy.
15. To the Deploy Application? message click Yes.
Model re-deployment starts. Deploy Application window displays the deployment process stages.
16. When Finished Application Deploy message displays in the Deploy Application window, click Close.
You created TimeDataView dimension and filled it with data.
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7. Click Deploy.
8. To the Deploy Application? warning click Yes.
Model re-deployment starts. Deploy Application window displays the deployment process stages.
9. When Finished Application Deploy message displays in the Deploy Application window, click Close.
You added business rules to the CanvasTraining model.
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21. Click the Set Write access for all dimension members button (with the flag icon).
22. Click Check In.
23. To the Save changes to Security Role "Full_Write_Access" warning click Yes.
24. To the Successfully saved Security Role message click OK.
25. Click Deploy to redeploy the model.
26. To the Deploy Application? warning click Yes.
Model re-deployment starts. Deploy Application window displays the deployment process stages.
27. Click Close.
You set up security for your model.
Workflows
In the Modeler, you can define and maintain Submission Cycles and Assignments to achieve a fine level of control
over user data submissions and approval of those submissions.
This allows you to define the flow of data into your system. You can impose the following dataflow restrictions:
Users can only submit data to a specified subset of the database.
After a user has formally submitted data, the data is automatically locked to prevent any further changes.
After data is submitted, only an authorized user can make it available for changes.
After data passes all required approvals, only an administrator can unlock it.
Cycles and Assignments are made available to users by creating an Instance of a cycle. This facilitates a normal
way of working where often, data is gathered repetitively in cycles. For instance, the process of gathering and
building a new budget often consists of the following steps:
1.
Gather a budget
2.
3.
4.
These steps repeat several times until there is a final budget everyone has approved.
Viewing Workflows
The Workflow Admin screen is organized into View selection buttons with a Tree View of the workflow below
on the left. To the right, are Action buttons at the top with a Property pane below. The Tree View shows all the
parts of the workflow for the view selected. The Property pane on the right shows the properties for the currently
selected item in the Tree View.
38
Due Date
Open
This True / False setting indicates whether the Instance is available for users to
submit data against it. When a new Instance is created, this setting defaults
to False, which means the Instance is not yet available to users. Change this
setting to True to make the Instance available to users.
13. Select the dimensions and members to define the subset of the database this Cycle Instance will control.
39
Typically, this contains the Time dimension and one or more Time members at a minimum. However, it can
contain any dimensions the Cycle Definitions use.
14. When you select an Assignment in a Cycle Instance, you can change the Status by selecting the desired
Status for the Assignment.
15. Change the Open property of the Instance to True to open the Cycle for data input by users.
16. On the Definitions tab, define Cycle Dimensions and Assignments and optionally select Forms.
A new Workflow Cycle Instance is defined.
Database Locks
In the Modeler, you can use Database locks to control write access to various parts of the database.
By default, database members are locked unless you unlock them on the Database Locks page. This page provides
an easy way to immediately lock an entire scenario with a single Lock All for this Lock Control Member setting.
When you save lock definitions, they take place immediately. So, as soon as you receive the "successfully saved"
message on this page, the new lock definitions are enforced by the Excel add-in on the next attempt to send
data.
40
7. Select the Lock All for this Lock Control Member check box to lock the selected member and all members
across all other dimensions from writing.
This provides an easy way to quickly lock an entire scenario.
8. Select the Include all base level members check box to allow writing to all base level members of the
selected dimension,.
9. In the upper table in the rightmost column, select the members to which data can be written.
The MbrList column contains the list of members you can unlock for writing. This list can contain parent
level, as well as base level, members.
Important For parent level input, you must also designate a base level member to send the data
with either the SendTo column or a Property Based Send To.
Use the SendTo column to send data to an alternative member id. This is an optional attribute. Use this
parameter to designate a base level member to which the data designated for a parent level member
should be redirected. You can maintain this same definition as part of the dimension definition with
property values (Property Based Send To)
Note When you use the SendTo parameter, it is easy to create a condition where numbers are
sent to the database but they also show up in the parent from which they were sent. Avoid this
condition when you design your system as it will cause user confusion.
10. In the Property Based table, in the rightmost column, use a property value to designate which members
to unlock.
In the PropName column, specify the name of the property used to designate members to unlock.
In the PropValueList column, specify the list of values for the property in the PropName column that
indicates which member to unlock.
11. Use the Property Based Send To group of check boxes to define how to redirect data by property values.
Select the check box next to the property name that will contain members to which data should be redirected.
Note Only Member type properties display in this list.
41
Database Setup
In the Canvas Planning Business Modeler (Modeler), use Database Setup to set up Shared Library Storage and
Dimension Locking Settings.
The following Library storage types are available in the Modeler:
Default (SQL based) - No additional setting is required. Shared Library folders and files for reports, input
schedules, and book definitions are stored in SQL and handled as part of the Web Services. No special setup
is required and all workbooks are handled with no special firewall settings or server settings. When you use
the Copy Application function, all Shared Library folders, files, and Wizards are copied automatically.
Shared Folders (File based) - The following two shared folder types are supported:
Library Folder This is a path to the shared folder that contains the library of shared reports, input
schedules, and books.
Wizard Folder This is a path to the shared folder that contains the folders for wizard templates.
Note This folder must contain two folders - Column Template and Row Template.
Document Libraries (SharePoint based) - The following two SharePoint based types are supported:
SharePoint Site - You define a SharePoint Site by a Site Path. A Site Path is a URL path to the SharePoint
site that contains the shared document libraries. For your databases, you must create a SharePoint site
with Microsoft SharePoint. The Modeler does not create the SharePoint site for you, so the site URL entered
here must point to an existing site.
SharePoint Document Libraries - You define a SharePoint Document Library by the following two
properties:
Library This is the name of the document library that contains shared reports and input schedules.
The Modeler prompts you to create a new library if the library entered does not already exist.
Note The library the Modeler creates is initially empty. You should use the normal SharePoint
functionality to populate the library with Excel workbooks that contain the reports you want to
share with other users.
Wizard Library This is the name of the document library that contains wizard column and row
templates. The Modeler prompts you to create a new library if the library entered does not already
exist.
Note The library the Modeler creates is initially empty. You should use the normal SharePoint
functionality to populate the library with Excel workbooks that contain the reports you want to
share with other users.
42
1. In the Modeler, in the left pane, under Pages, select Database Setup.
2. In the Actions pane, click the Refresh link to retrieve the latest database setup information from the server.
3. In the Actions pane, click the Check Out link to modify the database setup.
Now the database setup is locked for editing.
Note Only one user can have a database setup checked out at a time.
4. In the right pane, on the Storage tab, select the Library storage type.
The following Library storage types are available:
Default (SQL based)
Shared Folders (File based)
Document Libraries (SharePoint based)
5. If you selected SQL based library storage, in the Actions pane, click the Shared Library Files link to import
or export files for Shared Library Files and Wizard Files.
The Shared Library Files window displays.
In this window, you can perform bulk maintenance of files and folders in the Shared Library with the ability
to Import / Export to the local file system, as well as delete items from the Shared Library.
In the left pane, items currently located in the Shared Library display. Double-click an item in the list to
change folders.
In the right pane, items currently located on your machine display.
6. Use the arrow buttons to copy files and folders between the two systems.
7. Use the X button to delete files and folders from the Shared Library.
8. On the toolbar, click Save.
Note Database setup and database locks are saved simultaneously. When you click Save, the Modeler
saves both.
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45
46
47
Create Report - click this button to open the Report Wizard. In the report wizard, select the column template
and the row template you want to create a report from. It is not necessary to select both a column and row
template. Often, a single template contains the report layout you want to start your report with. In this case,
you can select just a column or just a row template. The report wizard creates the requested report and adds
a worksheet to your current workbook with the new report.
Edit Report - click this button to open the Report Editor to make changes to the report.
Book Publisher - click this button to open the Book Publisher dialog. This allows you to create a book, edit
an existing book, or publish a book.
Data Manager - click this button to open the Data Manager dialog. This allows you to load data from your
Excel sheet into the database, extract data from the database, or clear out data from the database.
Select Model - click this button to change the application or model cube you are currently working with.
The Open model cube dialog displays for you to select a model cube again.
About - click this button to view information about the current version of your Excel add-in and to access
online help.
Data
Enter the URL you use to connect to your internet URL to connect to the internet server in the format:
server
<servername>:<portnumber>
Enter your internet server userid
Domain name
4. Click OK.
The Open Model Cube window displays. All model cubes to which you have access display in the tree view.
5. Select the model cube you want to open. For example, select the Demo - Finance cube.
6. Click OK.
Excel opens. The Control Panel with a list of Dimensions that are going to be used for planning displays.
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Dynamic Reporting
You can create new personal reports in the Report Wizard. To edit an existing report, use the Report Editor.
The Report Wizard creates the requested report and adds a worksheet to your current workbook with the new
report.
You can use the Report Editor to create dynamic report headings that display data such as the Entity and Time
Period for which the report is being run.
You can also dynamically expand report members based on a dimension hierarchy.
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9. Click OK.
The workbook is updated with the selected report data. The new report displays in the main Excel window.
10. In the Control Panel, in the toolbar, click the Refresh button to refresh the data.
11. In the Control Panel, in the toolbar, click the Send Data button to send changes to the server.
12. In the Control Panel, in the toolbar, click the Check Submission Status button to check the submitted
data is available in the database.
Remain in Excel.
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7. In the Current View Overrides list, view all the current selections.
8. If you want to override the settings that display in the Control Panel, click on an individual dimension. The
Selector Member window displays. Select a member to lock this dimension. Click OK.
Any dimension member set in the Current View Overrides list will override the setting that displays in the
Control Panel.
9. Click the Update Web Library button to save this report definition to Web Report Library.
A special browser object will present this report or input schedule in the browser and on mobile devices.
Note The Update Web Library button is only available to users who are members of the
Administrators Security Role.
10. In the Update Web Report Library window, organize reports into a Folder structure.
1.
2.
3.
4.
Click Save.
5.
11. To delete an existing report or reports from the Web Report Library, click the Update Web Library button,
select the reports, select the Delete from Library check box, click the Delete button, and click Yes in the
confirmation message.
12. Select the Blast Output check box to improve large reports refresh time.
This option has the following limitation: Excel formulas will NOT be preserved in the defined rows and
columns of the report. Excel formulas are preserved in rows or columns manually inserted outside the Report
Editor.
13. Select the Color of cells open for input check box to define the background color assigned to cells within
an Input Schedule that are currently open for input. In the Color window, select a color and click OK.
Note To be open for input, all the members that define the data for that particular cell must be
unlocked and the user must have write access.
When you select a color with this option, any background assigned to data cells within a report will be
automatically cleared or assigned this color when an Input Schedule is refreshed. Background colors are
only assigned to cells when the Input Schedule option is selected.
Remain in the Edit Report window.
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Description
Options
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filter.
AndOr - valid entries are blank, And, Or. This entry
should be blank for first row.
Property - valid property name for the node dimension
Like - valid entries are Like, NotLike
Value - filter value for the property
List
Range
Name
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Property The property that will be placed in the Display for all - Select this check box to display
cells
Property values in every row or column, including
blanks.
Display as heading Row/Col offset - Select this
check box to display Property on the Heading row or
column only, instead of the heading. This is very useful
with nested expansions to include a special heading
at each break point.
6. In the Time offset field, specify the time period offset to use for this report member.
For example, you can use this setting to define a column that is one year or one month prior to the column
next to it.
7. In the Range override for report options field, enter the range.
Report node options can be controlled by a range within the workbook.
This range must contain two columns. The first column should contain the option name; the second column
should contain the value for the option. The following option names are supported:
Dimension - name of the dimension
ExpandLevels - number of levels to expand
SuppressIfZero - 0 = no suppress, 1 = suppress if zero
ExcludeCurrentMember - 0 = include current member, 1 = exclude current member
OnlyBaseMembers - 0 = include all members, 1 = only include base level members
ParentsAfterChildren - 0 = parents before children, 1 = parents after children
AutoIndent - 0 = no auto indent, 1 = auto indent on heading or property nodes
IndentPerLevel - a number of indent characters for each member level
FixedIndent - a fixed number of character
PropertyDisplayForAll - 0 = no Property Display For All, 1 = Property Display For All
PropertyDisplayAsHeading - 0 = no Property Display As Heading, 1 = Property Display As Heading
PropertyRowColOffset - a number for the Property Row or Column Offset
TimeOffset - a number for the Time Offset
TimeOffsetLevel - valid entries are blank, Period, Year, Quarter, Month
DrillReport - name of the Drill Report
8. In the Drill Report field, enter the name of a report in the current workbook to enable drill down reporting
when the user double-clicks on a cell in the column or row defined by this report member.
You can enter the name of the same report for a drill down in place. When a user double-clicks on a report
member with a drill report defined, the report is selected and refreshed based on the current value of the
cell clicked. The current value for the drill report remains locked until the user drills to it again.
9. Click OK.
The report is modified.
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6. Select the Sum Values check-box to add together the values for all of the records and to submit the total
to the database as a single value, if a load table contains multiple records with the same set of members.
This option is enabled by default.
7. Select the Skip Empty Values check-box to skip empty cells for numeric values, so existing data remains
unchanged.
If you do not select this option, empty cells are loaded as a numeric value of zero.
Note Only empty cells are skipped. Cells that contain empty strings are always loaded as value of
zero.
This option is disabled by default.
8. Click OK.
The data from the Excel table is loaded into the database.
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3. Select the Suppress if zero check box to exclude columns or rows when the entire column or row contains
zeros.
4. Select the Resolve Send To members check box to resolve in reverse the data for a base level member
that has a send to defined for it in the Database locks in the Modeler. The extracted data will show up in
Excel for the parent level member from which it was sent.
In this way you can easily experience a full round trip of data. However, if you need to extract the data
without that indirection for the interfaces you have with other systems, you have the choice to disable this
option before the extract.
This check box is selected by default.
5. In the list in the left pane, select a dimension.
6. In the Hierarchy pane, select a hierarchy.
7. Expand the members tree structure and select the members to define a slice of data to clear from the
application.
8. Click OK.
The data is extracted from the application into data tables.
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9. In the right pane, click Add to add a new dimension to the Fixed selection.
In the book tree in the left pane, under the Fixed node, a new <<empty>> node displays.
10. Select the <<empty>> node.
Fixed Member Definition displays in the right pane.
11. In the Dimension field, select the dimension for which to select a member.
12. Next to the Fixed Member Definition field, click the ellipsis button.
The Selector Member window displays.
13. In the Selector Member window, select a member.
The member properties display in the right pane.
14. Click OK.
You are back on the Book Publisher page. Notice, in the book tree in the left pane, under the Fixed node,
the member you selected displays.
15. In the book tree structure in the left pane, under the new section, select the Vary node.
Vary Member Definition displays in the right pane.
The vary member properties are used to select multiple members on dimensions for which reports should
be published in this section of the book.
16. In the right pane, click Add to add a new dimension to the Vary selection.
17. In the book tree in the left pane, under the Vary node, select the <<empty>> node.
18. In the Dimension field, select the dimension from which to select a member.
19. Under Member Selection Type, select one of the following:
Expand - define expansion properties that will be used to create a dynamic list of members for which
to publish reports. This dynamic list automatically changes based on dimension changes.
List - select the list of members for which to publish reports.
Range Name - specify a named range in the Excel workbook that contains a member list.
20. In the book tree structure in the left pane, under the new section, select the Workbook node.
Workbook Definition displays in the right pane.
The workbook properties are used to select the workbooks that contain reports that should be published.
21. In the right pane, click Add to add a new workbook.
22. In the book tree in the left pane, under the Workbook node, select the <<empty>> node.
23. In the right pane, under Source, select one of the following options:
Shared Library - Select this option if the workbook is located in the Shared Library.
Personal File - Select this option if the workbook is located on a local machine.
24. Next to the Workbook name field, click the ellipsis button.
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25. In the Open Workbook window, select name of the workbook file containing reports to be published.
26. Click OK.
27. Continue adjusting the book content using Fixed member, Vary member and Workbook options.
28. When you finish, click the Save button to save the current book definition into the currently selected
workbook.
Note This does not automatically save the book definition to physical storage on disk. To save to
disk, you must save the Excel workbook after you close the Book Publisher dialog box. The book
definition is saved inside the workbook.
29. Click the Publish button to publish the book to print reports or create files.
30. Click Close.
Remain in Excel.
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Member
BusinessProcess Expand Consolidated > Prelim > Postalloc > Prealloc, select Input
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Client
None
Currency
None
Entity
London
Intercompany
No Member
Measures
Finance Value
Product
No product
Scenario
Budget
TimeDataView
Periodic
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6. Click OK.
7. Click Refresh.
You can now perform the export procedure.
8. On the Ribbon, click Open Data Manager.
9. Select the Extract tab.
10. Click OK to extract everything.
11. On a new sheet, view all the data youve entered so far.
12. Change the value for Apr-12 to 150.
13. Click Open Data Manager.
14. On the Load tab, select Current Worksheet.
15. To the message with the number of records to load, click OK.
Notice youre in a different sheet now.
16. Open the Excel sheet where your data are located.
You should see the input schedule you created earlier with the cells highlighted green.
17. If the Send Status button is yellow, wait for it to clear.
18. Click Refresh.
Now you have 150 in April 2012.
Import Data
Go to http://www.dspanel.com/services/training/recorded-university-courses/, and download the Course 201
Learning Toolkit.zip. Unpack the archive and open the CanvasTraining_Model_Sample_Data.xls.
1. On the Canvas Planning Ribbon, click Open Data Manager.
2. On the Load tab, select Current Worksheet.
3. Click OK.
4. To the Load 96 Records message, click OK.
5. Click the Excel Book1.
You may have to look on the taskbar to the Excel icon and click book1 from there.
6. When the Send Status has cleared, click Refresh.
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View Months
1. Click Report Editor.
2. Click the exp:Time column.
3. Under Expand Options, in the Number of levels to expand field, enter 2.
4. Click OK.
Format Reports
1. Click Report Editor.
2. Click Options.
3. Click the first row in the middle column.
4. In the Reporting Heading field, enter Account Report & Input by Time.
5. Click OK.
6. Click the first row in the left column.
7. In the Reporting Heading field, enter Scenario: {{Scenario:Description}} (to display the current scenario).
8. Click OK.
9. Click the first row in the right column.
10. In the Reporting Heading field, enter Showing: {{TimeDataView:Description}} (to display the current
TimeDataView: Periodic, YTD).
11. Click OK.
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Hide Data
1. Open the Business Modeler.
2. On the Pages pane, click Database Setup.
3. Click the Check Out button.
4. On the Dimensions tab, select the TimeDataView dimension.
5. In the grid, under Standard, click Hide Members.
6. Next to All type , RAWDATA so it looks like All, RAWDATA.
7. Click Check In.
8. Click Yes.
9. Click Deploy.
10. Click OK.
11. Click Close.
12. Open Excel.
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Planning Gem
Planning Gem
In Performance Canvas, you can build canvases using Planning Gems to enter forecasts and visualize them.
You can use Excel to define a planning gem. Then, in the Performance Canvas web interface, you can create a
Planning Canvas with the planning gem on it. You can use the planning gem to enter data into the system
database. The data is updated in real time.
The typical planning gem scenario includes the following steps:
1.
2.
3.
4.
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Planning Gem
71
Planning Gem
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Conclusion
Conclusion
Congratulations! You have completed the Epicor EPM Canvas Planning course.
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