Integrated planning Understand integrated planning process Describe SAP integrated planning...
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- Integrated planning Understand integrated planning process
Describe SAP integrated planning technology or tool (SAP-IP)
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- Definition A formulaic process To define quantitative and
actionable goals and objectives Using data and functions based on
enterprise and interoperable standards
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- Analogy From silo transactional systems to mySAP ERP From silo
planning systems (e.g., all the Excel programs in various
departments) to SAP-IP
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- Pros and Cons of Spreadsheets Pros Small businesses Extremely
individual requirements Short-term need Cons Process control Access
protection Performance Complexity Consolidation Seasonal trend
model Growing company Organizational changes
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- SAP-IP architecture and tool Architectural components (Fig 9-4)
Aggregation levels Plan data cache Planning data services Planning
sequences Planning functions Which are defined in a planning model
using Planning Modeler
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- Role of Planning Modeler SAP Operational Data Non-SAP
Operational Data SAP NetWeaver BI Data 3rd-Party BI Data BI
Consumer Services Data Sources SAP NetWeaver BI Accelerator Open
Hub Services Operational Data Store Data Marts Data Warehouse
Virtual- Provider Query Designer Planning Modeler Analytic Engine
PSA Downstream System ODBO/XMLA Web Services Near-Line Storage Meta
Data Repository BI Layer InfoObjects / Master Data Data Flow
Control / Process Chains Monitoring / Administration Information
Broadcasting Analyzer BI Consumer Services Visual Composer Embedded
BI BI Kit Services & BAPIS Composite Report Designer Web
Application Designer Web Analyzer Business Explorer Suite (BEx) SAP
NetWeaver Portal UI s can be embedded Enterprise Search
WorklistsKnowledge ManagementCollaboratio n Web Services Enterpris
e Report BI App Ad Hoc Planning Layout MS Excel
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- Basic planning components Data:Real-time InfoCubes Planning
model: Aggregation levels (slices of Infocube) Data transformation:
input ready queries planning functions (e.g. Copy, Formula ) Filter
and variables to parameterize data selections and planning objects
Data protection mechanism: Lock services Authorizations Data
slices
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- Basic Steps
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- Planning Applications Combine queries to enter data with
planning functions and thereby support planners in modifying the
plan data. Functions can be used during data input (e.g., modifying
the data by a percentage or distributing yearly values to months)
and showing the effects of planned data (e.g., simulation of the
income statement after entering planned sales volumes).
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- Planning Applications (an example) A combination of a query to
enter sales volumes with a function for the determination of
revenues based on a price list which was previously maintained
centrally. A query for yearly values and a planning function to
distribute to months (e.g., seasonal) to facilitate the planning of
sales volume on a monthly basis (with either yearly or monthly
values being entered by planners)
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- Similar example
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- Planning Modeler works with 5 tabs (e.g., Function:
Formula)
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- InfoProvider tab SAP-IP uses real-time InfoCubes To support
write-back MultiProviders to supply static data Choose
account-based over key- figure-based models
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- Aggregation levels tab Each plan uses a subset or slice of the
real-time InfoCube As defined in the aggregation level ( a subset
of the characteristics)
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- Filter tab Planning data is further selected from the InfoCube
through the various filters defined Including BEx variables,
hierarchies, navigational attributes and dates
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- Planning functions tab Data manipulations, transformations, and
calculations are done via planning functions Use transaction and
reference data Done in memory (plan data cache) Only committed to
the InfoCube when data is saved (see the save button in the case
study)
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- Planning functions (basic) Data operations (delete, copy,
repost) Characteristic relationships (delete invalid combinations,
repost, generation combinations) Valuations (currency translation,
unit conversion, revaluation)
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- Planning functions (advanced) Distribution (of data over a
planning hierarchy) Forecasting Formula (for custom-defined
functions) using FOX language
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- Planning sequences tab Grouping multiple manual or automated
planning steps Into process chains for background processing Or for
monitoring and control of planning via Status and Tracking
(STS)
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- Status and Tracking System
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- Overview of Case Study