for SAP Lumira

1 P a g e | 1 Doc id: d2-vdt-impl_guide-2-0 Implementation Guide Version Value Driver Trees for SAP Lumira P a g e | 2 Doc id: d2-vdt-impl_guide-2-0 Contents Definitions .. 4 Introduction .. 5 What is a Value Driver Tree? .. 5 The traditional approach .. 5 Value Driver Trees for SAP Lumira .. 5 Use cases .. 5 Key Features .. 6 Visualise KPI s and driver relationships like never before .. 6 Simulate any drivers in parallel and see impacts instantly .. 7 Flexible and powerful 9 Simple integration of real-time data .. 10 Performance Built In .. 10 Rapid Implementation and low TCO .. 10 Getting Started .. 12 Pre-requisites .. 12 Installing the Value Driver Tree Extension in SAP businessobjects Design Studio .. 12 Creating your first Value Driver Tree App .. 17 Configuring Value Driver Trees .. 22 Defining the Tree .. 22 Calculation Methods .. 27 29 Data Binding .. 33 Data Source Structure.

2 33 Adding Data Source to App .. 34 Link Single Data Source to Component .. 34 Configure Result Set and Node Mapping .. 35 Link Multiple Data Source to Component .. 37 Data Series and Time Aggregation .. 39 41 41 Configuring the Navigation Panel .. 42 Binding a Navigation Panel to a Value Driver Tree .. 42 Configuration 42 P a g e | 3 Doc id: d2-vdt-impl_guide-2-0 Application Programming Interface .. 46 Deploying to businessobjects Platform .. 48 Installing the Extension on businessobjects Platform .. 48 Updating the Extension on businessobjects Platform .. 49 Removing the Extension from the businessobjects Platform .. 49 Known Issues and Limitations .. 51 P a g e | 4 Doc id: d2-vdt-impl_guide-2-0 Definitions Design Studio SAP businessobjects Design Studio Lumira Designer SAP Lumira Designer Value Driver Tree Extension Value Driver Trees for SAP by Dolphin Dynamics Value Driver Tree Mathematical or conceptual business models visualised in a way that links the business KPI s (what management or stakeholders care about) to the operational drivers (the things that can be influenced to change the KPI s).

3 Node A generic reference to a unique KPI or Value Driver in a value driver tree Node Widget The visualisation of a KPI or Value Driver in a value driver tree Derived Node Additional Information for a node but not directly related to the calculation hierarchy. This will often be key benchmarking KPI s such as cost/production unit. Parent A reference to the Node one level above in the Value Driver Tree Children A reference to the collection of nodes immediately below a Node P a g e | 5 Doc id: d2-vdt-impl_guide-2-0 Introduction Welcome to the Value Driver Tree for SAP Lumira . The software works equally well for SAP businessobjects Design Studio (Design Studio). This implementation guide is meant for the team creating the Design Studio application and configuration using the Value Driver Tree Components. It is assumed that the reader is familiar with the basic functionality of Design Studio.

4 What is a Value Driver Tree? Value Driver Trees are mathematical or conceptual business models visualised in a way that links the business KPI s (what management or stakeholders care about) to the operational drivers (the things that can be influenced to change the KPI s). The traditional approach Spreadsheet models are often used to support planning and forecasting. They often contain a high number of parameters. Visualising, simulating and sharing models is challenging and the models often become personal tools only understood by the accountant or engineer who created it. Integrating data real-time and dynamically in spreadsheets is difficult resulting in the models that often are static, point-in-time and for a single period. Value Driver Trees for SAP Lumira The Dolphin Dynamics Value Driver Tree is an extension for SAP Lumira Designer and SAP BusinessObjectsTM Design Studio allowing businesses to model, calculate, visualize and analyse KPI s and value driver relationships in ways users will love.

5 With its powerful modelling and purpose built embedded calculation engine, users can simulate changes to value drivers in parallel and see the impacts on any dependent KPI s instantly. Delivered as an exstension, it is installed in minutes with nothing else to add. It uses any existing data connections making it simple to integrate real-time data. The package contains all components required for building dynamic value driver tree Apps. It can also be combined with standard Design Studio component as well as other add-ons makes the possible design patterns endless. The user experience is optimised for iPads and iPhones as well as desktops taking full advantage of the resolution available on large monitors. Together with the dynamic data integration and the intuitive visualisation and simulation, this redefines who in your business uses models and for what purpose. The accountants/engineers will still define the model and use the value driver trees.

6 Senior management as well as operational managers are however now empowered to navigate relationships, see definitions and formulas, break down variances and simulate on dynamically selected real-time data. Rather than a report with a few prepared scenarios, managers can now themselves understand the results and drivers and work through an endless number of scenarios creating business insight based on facts and redefine the drivers we focus on. Use cases The scope of value driver trees varies from a breakdown of specific functions or KPI s to enterprise wide consolidated trees. The depth also vary as some trees are being primarily financial and others P a g e | 6 Doc id: d2-vdt-impl_guide-2-0 include the true operational drivers. A great approach is to have a vision of desired end state but start implementing a simpler tree first by reducing depth in areas or starting with a narrower scope. The value will be immediate and learnings from the initial implementation can be applied when delivering the full scope.

7 The D2 Value Driver Tree can visualise and compare two versions at the same time. It also has unique simulation and time aggregation features which allows you to only apply changes to future periods. This drastically opens up the possible use cases as we can now use the model to visualise and simulate on the common periodical reporting, forecasting and budgeting cycles using Actuals vs. Budget, Forecast vs Budget, Budget Draft A vs budget Draft B etc. The App concept can vary. The value driver trees can be the primary visualisation of your App or it can be used to calculate KPI s in a dashboard and provide a calculation and drill down capability in a pop-up window. Irrespective of scope, breath or App concept, you will find the Add-on to be a great way to model and visualise relationships creating instant business insight. Table 1 Common Value Driver Tree Use Cases: Reporting and Analytics Budgeting and Business Planning Business Improvements and Organisational Learning Consolidated Financial Reporting: Monthly Plan vs Actuals Reporting.

8 Calculate KPI s, understand where and why there are variations and simulate fully costed impacts on possible remedial actions Operational Reporting: Monthly Plan vs. Actuals Reporting. Calculate KPI s, understand where and why there are variations and simulate impacts on remedial actions. KPI Dashboards: Leverage the calculation engine to calculate KPI s. Use value drivers to visualise and analyse variances in dashboards Strategic Target Setting: Incorporate changes in external and internal drivers and simulate fully costed scenarios based on current forecast, budget or actuals. Share justified clear targets to businesses for bottom up planning process. Annual Budgeting: Compare budget versions. Understand variations in budget drafts. Identify opportunities for cost savings by playing through unlimited scenarios rather than basic pct. cost savings Monthly Reforecast: Compare budget vs forecast.

9 Identify root causes for variances. Play through scenarios for the remainder of the year to identity remedial actions. Identify key value drivers Redefine business focus by understand sensitivity of various drivers Better decision making by increase understanding of what and how drivers impacts your business Reduce sub optimisation and creating understanding of how actions impacts others Identify where data is missing for effective management. Valuation of business initiatives Key Features Visualise KPI s and driver relationships like never before 1. Visualise true Value Driver Trees (not just a hierarchy) combining cost, prices and physical metrics calculated on the fly based on configuration. P a g e | 7 Doc id: d2-vdt-impl_guide-2-0 2. Complement your bottom-up planning and forecasting process with a model driven visualisation capability to gain immediate interim insight. 3. Compare two versions such as forecast vs.

10 Budget and calculate status and variance. 4. Widget generated for each value driver showing value, variance, status, and trend spark line. 5. Interactive navigation by opening and collapsing nodes allowing for trees with 100 s of nodes without losing the context. 6. Map Style navigation with pinch/mouse wheel scroll for zoom and swipe/drag for panning making it easy to navigate. 7. Dynamic panning as you open or collapse nodes to automatically show the new content 8. Ability to show both period and aggregated year data. 9. Ability to auto-scale relevant nodes on the fly (important when you swop between period and year). 10. Side panel with navigation options including an option to configure lists of key drivers and KPI s. 11. Optimised for desktops, tablets and phones. 12. Detail screen automatically generated for any node showing trend, definition, formula, status, variances etc. Simulate any drivers in parallel and see impacts instantly 1.