India SAP CoE, Slide 1BI Integrated Planning
India SAP CoE, Slide 2BI Integrated Planning (IP)SEM - BPSSEM -
BPSBI-Integrated PlanningBW- BPSSAP NetWeaver2004sSAP NetWeaver
2004BI-IP remains functional. Maintenance is ensured by SAP!"2004
4"200#SEM-BPS becomes BW-BPS India SAP CoE, Slide 3BI Integrated
Planning1 PrepareMe2TellMe3ShowMe4LetMe5HelpMe India SAP CoE, Slide
4BI Integrated Planning1 PrepareMe2TellMe3ShowMe4LetMe5HelpMe India
SAP CoE, Slide 5Purpose Use ChallengesPrepare Me India SAP CoE,
Slide 6PurposeIntegratedPlanning(BI-IP)enablesyoutoproduce
planningapplications.Youcaneitherdevelopyourown
planningapplicationorusetheBusinessContent delivered by SAP. he
!unctionality o! Integrated Planning is not restricted to "inance #
Controlling. oachievea!ullandintegratedplanning$otherareas
such%ogistics$&u'an(esourcesandCusto'er
(elationship)anage'enthavetobeincludedinthe planning cycle. India
SAP CoE, Slide 7UseIntegrated Planning (BI IP) enables you to
produce a group-wide strategic business plan.he business plan adds
an overall plan to the detailed plans that have been put together
using the transaction syste's* co'ponents. he ai' o! strategic
Integrated planning is to produce a consistent and realistic plan
!ro' various perspectives. he plan should i'prove the e!!iciency o!
the enterprise and the 'anage'ent process. India SAP CoE, Slide
8Challenges India SAP CoE, Slide 9Capailities BI integrated
Planning India SAP CoE, Slide 1!Ar"#ite"t$re in %etails& B' and
BPS India SAP CoE, Slide 11 India SAP CoE, Slide 12$volution of t%e
arc%itecture India SAP CoE, Slide 13BI Planning Ar"#ite"t$re India
SAP CoE, Slide 14BI Planning Ar"#ite"t$re ( I)pa"t India SAP CoE,
Slide 15Positioning of IPPlanning supports the decision 'a+ing$ the
coordination o! di!!erent divisions toward aco''on goal and de!ines
general conditions !or the operations.Execution involves all steps
necessary !or the actual value creation o! the co'pany.Reporting
trac+s all transactions incurred by the e,ecution
processes.Analysis is !ocusing on calculation the achieve'ent o!
ob-ectives$ see+ing out causes!or deviations or opportunities to
put 'ore !ocus on. he result o! the analysis is 'easured versus the
co'pany 'ission and leads to an evaluation o! overall goals and
actions to be ta+en in order to steer the course. India SAP CoE,
Slide 16 India SAP CoE, Slide 17 Types of Plan India SAP CoE, Slide
181 PrepareMe2TellMe3ShowMe4LetMe5HelpMeell )e India SAP CoE, Slide
19What is SAP BI-IP .ith SAP BI-IP$ SAP delivers tools !or generic
planning$ supporting a planning process that allows !or the
construction o! a planning 'odel. his 'odel integrates global
strategic planning and speci!ic operational planning proble's in a
closed-loop process$ with a strong !ocus on business processes
across the enterprise. India SAP CoE, Slide 2!!ifference bet"een BI
# IP he BI is use to store large a'ount o! /nterprise data
according to 'odule collected !ro' various source syste's # provide
it in su''ari0ed !or' to various analytical applications the BI
stores data in the 'anner that it can be easily retrieved and
displayed to end user in !or analysis . he reports 'ay be generated
in e,cel !or'at or as web page . India SAP CoE, Slide 21IP is a
planning application. It provides environ'ent !or creating planning
applications li+e Balance sheet planning budgeting$ Invest'ent
planning etc. the BI store )aster And transaction 1ata( actual data
) the Planning data is /ntered through IP into what we call as (eal
ti'e in!o cubes cubes..e can also use actual data do so'e
!orecasting on it (apply planning !unctions on it and store it as
plan data this plan data can be used !or !urther reporting purpose
by the enterprice).Difference between BI & IP ? India SAP CoE,
Slide 22SAPBI-IPhelpsyouplan$budget$and !orecast by providing
!unctions such as2 op-downplanningandbotto'-up contribution with a
rich set o! planning !unctions.Aplanning!ra'ewor+thatletsyou create
and 'aintain planning 'odels.Auserinter!ace!or'anualplanning and
analysis.ools!orprocesscontrol(i.e.$status trac+ing and
'onitoring).BI $ IP India SAP CoE, Slide 23Show )e1
PrepareMe2TellMe3ShowMe4LetMe5HelpMe India SAP CoE, Slide
24Planning )odel o*er*ie+ %esignPlanning ModelAggregation level and
FilterVariablesLockingCharacteristic Relationships & Data slice
India SAP CoE, Slide 25Ar"#ite"t$re ,or BPS - IP India SAP CoE,
Slide 26"low o! IP P%A&&I&' M(!E%ERA''RE'ATI(&
%E)E% # *I%TERS P%A&&I&'
*+&,TI(&P%A&&I&' SE-+E&,ES India SAP CoE,
Slide 27Planning .odeling /e0$ire)ents India SAP CoE, Slide 28I !ou
"ant to do planning# !ou "ill have to ind out "hich dierent levels
in !our enterprise areinvolved in planning$ %he upper slide sho"s
three levels& the 'anager# the regional 'anager# and the
account 'anager$%hese levels depend on each other$ %he! all plan
nearl! the sa'e# but on a dierent level o detail$ (ach level sho"s
the ocus o the planner$ )ith each higher level# the data is 'ore
and 'oreaggregated$ India SAP CoE, Slide 29Planning .odeling 1
/eal(2i)e In,o Pro*ider India SAP CoE, Slide 3!Planning )odeling (
E3a)ples India SAP CoE, Slide 31Planning )odeling India SAP CoE,
Slide 32Planning )odeling India SAP CoE, Slide 33Planning )odeling
India SAP CoE, Slide 34Planning )odeling India SAP CoE, Slide
35Planning )odeling India SAP CoE, Slide 36Portal A""ess India SAP
CoE, Slide 37Planning )odeling ( Aggregation le*el India SAP CoE,
Slide 38 Aggregation %evel India SAP CoE, Slide 39.hat is
Aggregation level 3 India SAP CoE, Slide 4!Aggregation le*el
de,inition India SAP CoE, Slide 41Aggregation le*el& E3a)ple
India SAP CoE, Slide 424ilter& %e,inition India SAP CoE, Slide
434ilter in details India SAP CoE, Slide 444ilters "reation India
SAP CoE, Slide 45Additional settings India SAP CoE, Slide
464ilter& E3a)ple India SAP CoE, Slide 475ariales India SAP
CoE, Slide 485ariales 6*er*ie+ India SAP CoE, Slide 49Creating
5ariale India SAP CoE, Slide 5!Creating a 5ariale India SAP CoE,
Slide 515ariales India SAP CoE, Slide 525ariales India SAP CoE,
Slide 537o"8ing& B$siness e3a)ple India SAP CoE, Slide
54Planners lo"8 ea"# ot#er India SAP CoE, Slide 557o"8ed
Sele"tion91: India SAP CoE, Slide 567o"8ed Sele"tion92: India SAP
CoE, Slide 577o"8ed Sele"tion 93: India SAP CoE, Slide 58%ispla;
4$n"tionalit; India SAP CoE, Slide 81B$siness /e0$ire)ents and
2#eir Sol$tions India SAP CoE, Slide 82%ata Sele"tion in Planning
4$n"tions India SAP CoE, Slide 83Create a Cop; 4$n"tion India SAP
CoE, Slide 84C#oose C#ara"teristi"s to e C#anged India SAP CoE,
Slide 85So$r"e and 2arget ,or Cop;ing India SAP CoE, Slide 862#e
/e*al$ation 4$n"tion& C#ara"teristi" Usage India SAP CoE, Slide
872#e /e*al$ation& C#ara"teristi"s ,or Conditions India SAP
CoE, Slide 882#e %elete 4$n"tion& ?e; ,ig$res India SAP CoE,
Slide 892#e %elete 4$n"tion& C#ara"teristi"s India SAP CoE,
Slide 9!@$er; %esignerContents&.ver vie" o the /(- 0uer!
DesignerCreating an Input1read! 0uer! India SAP CoE, Slide 91@$er;
%esigner &Unit 6=e"ti*esDescribe the ne" state1o1the1art user
interaceDiscussthene"eaturesandenhance'entsin the ,uer!
designer2ighlight the settings or planning ,ueriesList the ne"
Function in the ,uer! designer India SAP CoE, Slide 92@$er;
%esigner& B$siness E3a)ple India SAP CoE, Slide 936*er *ie+ o,
t#e BE3 @$er; designer& 7esson 6=e"ti*esDiscuss the rationale
or using the ,uer! in Planning(-plain the ne" eatures and
(nhance'ents in the 0uer! designer India SAP CoE, Slide 946*er *ie+
o, t#e BE3 @$er; designer& B$siness E3a)pleIn /I integrated
Planning# 0ueries are used instead o Planning La!outs or Manual
Planning$ %his ne" e-citing ne" eature has been long anticipated$
India SAP CoE, Slide 95BI Planning Ar"#ite"t$re India SAP CoE,
Slide 96&ser Interfaces India SAP CoE, Slide 97BE3 @$er;
%esigner& sate(o,(t#e(Art UI India SAP CoE, Slide 98BE3 @$er;
%esigner& sate(o,(t#e(Art UI 92: India SAP CoE, Slide 99BE3
@$er; %esigner& sate(o,(t#e(Art UI 93: India SAP CoE, Slide
1!!BE3 @$er; %esigner& sate(o,(t#e(Art UI 94: India SAP CoE,
Slide 1!1BE3 @$er; %esigner& sate(o,(t#e(Art UI 95: India SAP
CoE, Slide 1!2 'reatin( an In)ut-read uery* +esson
ob,ectivesDiscuss data Flo"Identi! and list the steps re,uired to
create 0uer!Create a si'ple# Input1read! ,uer! "ith the /(- ,uer!
Designer India SAP CoE, Slide 1!3'reatin( an In)ut-read uery*
Business $-am)le3ou need to learn ho" to create an input1read ,uer!
or !our client and !our interested in setting to enableplanning$/P+
Developers "ho are creating La!outs needs to kno" ho" ,uer!
designer has changed$ India SAP CoE, Slide 1!4 'reatin( an
In)ut-read uery . Plan uery/ India SAP CoE, Slide 1!5'reatin( an
In)ut-read uery .!/ India SAP CoE, Slide 1!6'reatin( an In)ut-read
uery .2/ India SAP CoE, Slide 1!7'reatin( an In)ut-read uery . Plan
uery/ .2/ India SAP CoE, Slide 1!8'reatin( an In)ut-read uery .
Plan uery/ .0/ India SAP CoE, Slide 1!9'reatin( an In)ut-read uery
. Plan uery/ .4/ India SAP CoE, Slide 11!'reatin( an In)ut-read
uery . Plan uery/ .#/ India SAP CoE, Slide 111'reatin( an
In)ut-read uery . Plan uery/ .1/ India SAP CoE, Slide
1124$n"tionalit; ,or BI Integrated Planning India SAP CoE, Slide
113'reatin( an In)ut-read uery . Plan uery/ .2/ India SAP CoE,
Slide 114B$siness Planning 'e Appli"ation %esignContents&)eb
Application Designer)eb application or Progra''ing India SAP CoE,
Slide 115Business Plannin( Web A))lication 3esi(n* &nit
4b,ectivesDiscuss the ne" eatures at a high levelIdenti! the ne"
"eb ite's or PlanningCreate a si'ple "eb interace or planning India
SAP CoE, Slide 116Business Plannin( Web A))lication 3esi(n*
Business $-am)le India SAP CoE, Slide 117'e Appli"ation
designer& 7esson 6=e"ti*esDescribe and de'onstrate the so'e o
the ne" eatures in )eb Application designer India SAP CoE, Slide
118'e Appli"ation designer& B$siness E3a)ple%o use "eb
te'plates or Planning# !ou need to beco'e a'iliar "ith so'e o the
ne" eatures o )eb Application Designer India SAP CoE, Slide 119BI
Plannin( Arc%itecture India SAP CoE, Slide 12!User Inter,a"e India
SAP CoE, Slide 1213esi(nin( a Web A))lication* 5ey 'a)abilities
India SAP CoE, Slide 122Web Items and Pro)erties in Web
A))lications 3esi(n India SAP CoE, Slide 123'e Appli"ation ,or
Planning& 7esson 6=e"ti*esCreate ne" )eb Planning %e'plateUse
the ne" )eb Planning Ite's India SAP CoE, Slide 124'e Appli"ation
,or Planning& B$siness E3a)plesMan! Planning users also use the
)eb and "ould like to carr! out 'anual planning unctions b! using
si'ilar te'plates created in )AD India SAP CoE, Slide 125Creating a
si)ple +e appli"ation India SAP CoE, Slide 126Select Analysis 6rid
India SAP CoE, Slide 127Sele"t %ropdo+n o3 India SAP CoE, Slide
128Sele"t B$tton Aro$p India SAP CoE, Slide 129Co))and 'iBard India
SAP CoE, Slide 13!'e Appli"ation India SAP CoE, Slide
131I)ple)entation 6ption 4eat$re Co)parisonContents&Upgrading
/P+ to 4et)eaver 5667s4e" /P+ eatures o 4et)eaver
5667sI'ple'entation o options ro' /P+ to /I Integrated Planning
India SAP CoE, Slide 132I)ple)entation 6ption 4eat$re
Co)parison& Unit 6=e"ti*esDescribe the options or upgrading to
4et)eaver 5667sIdenti! the /) ob8ects that can be re1used and the
ne" /I Integrated ob8ectsDiscuss the ne" /P+ eatures India SAP CoE,
Slide 133I)ple)entation 6ption 4eat$re Co)parison& B$siness
E3a)ple 3ou need to identi! a course o action or !our custo'er "ho
currentl! use /P+ and "ant to use /I Integrated Planning India SAP
CoE, Slide 134Upgrading BPS Cet'ea*er 2!!4s& lesson
6=e"ti*esDiscuss the options or carr!ing out planning Identi! the
i'plications o upgrading to 4et)eaver 5667s India SAP CoE, Slide
135Upgrading BPS Cet'ea*er 2!!4s& B$siness E3a)ple3ou currentl!
use /) /P+ 9$: or +(M /P+ and !ou "ant to /i Integrated Planning in
4et )eaver 5667s India SAP CoE, Slide 136Upgrade 6*er*ie+ 91: India
SAP CoE, Slide 137/$nning BPS an BI Integrated planning in Parallel
India SAP CoE, Slide 138Upgrade 6*er*ie+ 92: India SAP CoE, Slide
139 India SAP CoE, Slide 14!Ce+ BPS 4eat$res o, Cet'ea*er
2!!4s& 7esson 6=e"ti*es+plit plan reerence data in 'anual
PlanningDiscuss the or'ula enhance'ents(-plain ne" overvie" report
India SAP CoE, Slide 141Ce+ BPS 4eat$res o, Cet'ea*er 2!!4s&
B$siness E3a)ple%hose custo'ers "ho currentl! use /P+ need to be
inor'ed o so'e i'portant enhance'ents$ India SAP CoE, Slide 142Ne7
BPS 8eatures of NetWeavr 2004s BI India SAP CoE, Slide 1439y)ical
Web-based &ser interface .Based on BPS/ India SAP CoE, Slide
1449y)ical Web-based &ser interface .Based on BPS/ .2/ India
SAP CoE, Slide 145I)ple)entation Co)parison o, BPS and IP India SAP
CoE, Slide 146BI Integrated Planning E3a)ple ,or .igration /es$lts
India SAP CoE, Slide 147Additional Ce+ 6ptions ,or Planning India
SAP CoE, Slide 148.igration 6*er*ie+ India SAP CoE, Slide 149 India
SAP CoE, Slide 15!I)ple)entation 6ptions ,ro) BPS to BI Integrated
Planning& 7esson 6=e"ti*esDiscuss reasons to 'ake
conversionCo'parethei'ple'entationoptionsbet"een /P+ and /I
Integrated PlanningDiscuss;2o"%o;Papersorusing/P+
custo'i*ingin/iIntegratedPlanning
