EPM Add-in Academy

Introduction

Welcome to the EPM Add-in Academy, where we demonstrate functionalities, tips and tricks and help on how to best utilize the EPM Add-in with Planning and Consolidation version 10 (Netweaver powered by SAP HANA and Microsoft)

Videos will be added continuously, so please check this page often.

The EPM Add-in user guide can be found at the following link: EPM Add-in User Guide.

Other interesting information about the EPM Add-in can be found on the EPM Add-in Help page (What's new, Installation and Upgrade information, Security information, Administration and Maintenance information, etc.)

Got Feedback? Was this helpful or do you have suggestions for improvement? Please email CSA_feedback@sap.com and let our leadership team know.

Videos

EPM Add-in Comments

• 3 ways of retrieving comments  
  • Sample Workbook 1
  • Sample Workbook 2
• 3 ways of inputting comments 
  • Sample Workbook 1
  • Sample Workbook 2
• Input cell comments in a protected worksheet (leveraging the native Excel comments fonctionnality) *** New ***  
  • Sample Workbook
    

Formatting

• Scaling Data        
  • Sample Workbook

• Conditional Formatting     
  • Sample Workbook
• Formatting by Property
  • Sample Workbook
• Formatting using Named Ranges   ** New as of 5/2013**
  • Sample Workbook
• Data Validation     ** New as of 5/2013 **
  • Sample Workbook

Macros

• How to call the API
  • Sample Workbook
• How to use the EPMExecuteAPI function (former EVMNU)
  • Sample Workbook

Local Members

• 3 Types of Local Members     
  • Sample Workbook
• Before and After Ranges (with formatting)
  • Sample Workbook
• Percentage of Total
  • Sample Workbook
•  Dynamic Local Member Descriptions   
  • Sample Workbook

EVDRE (Used with the EPM Add-in) and Legacy Functions

•  How To Recreate EVEXP and EVNXP-like Reporting Structures In EPM Add-in   (Article)
   
• How EVDRE works and is being migrated
  • Sample Workbook

Miscellaneous Reporting

• Butterfly Report (Sharing Axis)    
  • Sample Workbook
• Rolling 12
  • Sample Workbook
• Planning Using Properties
  • Sample Workbook
• Reporting using Dynamic Filters   
  • Sample Workbook
    

EPM Add-in How To Guides

• Debugging the EPM Add-in  
  
• How To Recreate EVEXP and EVNXP-like Reporting Structures In EPM Add-in  (Article)