IBP200SAP Integrated Business Planning - Platform Features and Customizing

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COURSE OUTLINE.

Course Version: 10Course Duration: 5 Day(s)

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Contents

xi Course Overview

1 Unit 1: SAP Integrated Business Planning

1 Lesson: Outlining the SAP Integrated Business Planning Solution Strategy

1 Lesson: Explaining the Functionality and Benefits of SAP Integrated Business Planning

1 Lesson: Describing the Architecture of SAP Integrated Business Planning Powered by HANA

1 Lesson: Explaining SAP Integrated Business Planning Powered by HANA Out-of-the-Box Content

3 Unit 2: User Interface

3 Lesson: Navigating in the SAP Integrated Business Planning Web UI3 Lesson: Personalizing the SAP Fiori Launchpad3 Lesson: Configuring an Integrated Business Planning Connection

with Microsoft Excel

5 Unit 3: Configuration

5 Lesson: Using Configuration to Model a Business5 Lesson: Creating an Attribute5 Lesson: Creating a Simple Master Data Type5 Lesson: Creating a Compound Master Data Type5 Lesson: Creating a Time Profile5 Lesson: Creating a Planning Area6 Lesson: Creating a Planning Level6 Lesson: Creating a Key Figure6 Lesson: Writing a Key Figure Calculation6 Lesson: Creating a Version

7 Unit 4: Model Activation

7 Lesson: Activating a Planning Area7 Lesson: Creating a Reason Code

9 Unit 5: Cloud Security

9 Lesson: Outlining Cloud Security

11 Unit 6: Data Integration

11 Lesson: Identifying Data Import Options11 Lesson: Importing Data Using the SAP Integrated Business Planning

Web UI

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13 Unit 7: User Administration

13 Lesson: Creating a Visibility Filter13 Lesson: Modifying a Role13 Lesson: Creating User Preferences

15 Unit 8: Microsoft Excel Planning and Reporting

15 Lesson: Creating a Microsoft Excel Template and Favorite15 Lesson: Performing a Simulation15 Lesson: Formatting a Planning View

17 Unit 9: Disaggregation

17 Lesson: Incorporating Disaggregation Methods in SAP Integrated Business Planning

19 Unit 10: Analytics and Reporting

19 Lesson: Modeling a Business Process Using SAP Integrated Business Planning

19 Lesson: Creating a Dashboard Chart19 Lesson: Creating a Drill-Down

21 Unit 11: Active Object Deletion

21 Lesson: Deleting an Active Object

23 Unit 12: Supply Review

23 Lesson: Adding Rough Cut Supply Configuration to an Active Planning Area

23 Lesson: Setting up an alert in a favorite23 Lesson: Copying Data Between Versions

25 Unit 13: Helper Key Figure

25 Lesson: Creating a Helper Key Figure

27 Unit 14: Statistical Forecasting

27 Lesson: Managing a Forecast Model27 Lesson: Creating a Global Configuration Parameter

29 Unit 15: SAP2 Master Data Objects

29 Lesson: Analyzing the SAP2 Model

31 Unit 16: Key Figures with Other Periodicities

31 Lesson: Creating a Key Figure Using Other Periodicities

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33 Unit 17: Naming Conventions

33 Lesson: Using SAP Preferred Naming Conventions

35 Unit 18: Change History

35 Lesson: Configuring and Using Change History

37 Unit 19: Collaboration

37 Lesson: Creating a SAP Jam Group37 Lesson: Creating a Task

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Course Overview

TARGET AUDIENCEThis course is intended for the following audiences:

● Application Consultant

● Business Analyst

● Business Process Architect

● Business Process Owner/Team Lead/Power User

● Data Consultant/Manager

● Database Administrator

● Development Consultant

● Help Desk/CoE Support

● Program/Project Manager

● Solution Architect

● System Architect

● Technology Consultant

● Trainer

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UNIT 1 SAP Integrated Business Planning

Lesson 1: Outlining the SAP Integrated Business Planning Solution StrategyLesson ObjectivesAfter completing this lesson, you will be able to:

● Outline the SAP Integrated Business Planning solution strategy

Lesson 2: Explaining the Functionality and Benefits of SAP Integrated Business PlanningLesson ObjectivesAfter completing this lesson, you will be able to:

● Explain the functionality and benefits of SAP Integrated Business Planning

Lesson 3: Describing the Architecture of SAP Integrated Business Planning Powered by HANALesson ObjectivesAfter completing this lesson, you will be able to:

● Describe the architecture of SAP Integrated Business Planning powered by SAP HANA

Lesson 4: Explaining SAP Integrated Business Planning Powered by HANA Out-of-the-Box ContentLesson ObjectivesAfter completing this lesson, you will be able to:

● Explain SAP Integrated Business Planning powered by HANA out-of-the-box content

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Unit 1: SAP Integrated Business Planning

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UNIT 2 User Interface

Lesson 1: Navigating in the SAP Integrated Business Planning Web UILesson ObjectivesAfter completing this lesson, you will be able to:

● Navigate in the SAP Integrated Business Planning Web UI

Lesson 2: Personalizing the SAP Fiori LaunchpadLesson ObjectivesAfter completing this lesson, you will be able to:

● Personalize the SAP Fiori launchpad

Lesson 3: Configuring an Integrated Business Planning Connection with Microsoft ExcelLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure an Integrated Business Planning Connection with Microsoft Excel

● Create a planning view in the SAP Integrated Business Planning Microsoft Excel UI

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Unit 2: User Interface

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UNIT 3 Configuration

Lesson 1: Using Configuration to Model a BusinessLesson ObjectivesAfter completing this lesson, you will be able to:

● Use configuration to model a business

Lesson 2: Creating an AttributeLesson ObjectivesAfter completing this lesson, you will be able to:

● Create an attribute

Lesson 3: Creating a Simple Master Data TypeLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a simple master data type

Lesson 4: Creating a Compound Master Data TypeLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a compound master data type

Lesson 5: Creating a Time ProfileLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a time profile

Lesson 6: Creating a Planning AreaLesson Objectives

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After completing this lesson, you will be able to:

● Create a planning area

Lesson 7: Creating a Planning LevelLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a planning level

Lesson 8: Creating a Key FigureLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a key figure using an attribute

● Create a key figure

Lesson 9: Writing a Key Figure CalculationLesson ObjectivesAfter completing this lesson, you will be able to:

● Write a key figure calculation

Lesson 10: Creating a VersionLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a version

Unit 3: Configuration

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UNIT 4 Model Activation

Lesson 1: Activating a Planning AreaLesson ObjectivesAfter completing this lesson, you will be able to:

● Activate a planning area

Lesson 2: Creating a Reason CodeLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a reason code

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Unit 4: Model Activation

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UNIT 5 Cloud Security

Lesson 1: Outlining Cloud SecurityLesson ObjectivesAfter completing this lesson, you will be able to:

● Outline Cloud security

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Unit 5: Cloud Security

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UNIT 6 Data Integration

Lesson 1: Identifying Data Import OptionsLesson ObjectivesAfter completing this lesson, you will be able to:

● Identify data import options

Lesson 2: Importing Data Using the SAP Integrated Business Planning Web UILesson ObjectivesAfter completing this lesson, you will be able to:

● Import data using the SAP Integrated Business Planning Web UI

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Unit 6: Data Integration

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UNIT 7 User Administration

Lesson 1: Creating a Visibility FilterLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a visibility filter

Lesson 2: Modifying a RoleLesson ObjectivesAfter completing this lesson, you will be able to:

● Modify a role

Lesson 3: Creating User PreferencesLesson ObjectivesAfter completing this lesson, you will be able to:

● Create user preferences

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Unit 7: User Administration

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UNIT 8 Microsoft Excel Planning and Reporting

Lesson 1: Creating a Microsoft Excel Template and FavoriteLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a Microsoft Excel template and favorite

Lesson 2: Performing a SimulationLesson ObjectivesAfter completing this lesson, you will be able to:

● Perform a simulation

Lesson 3: Formatting a Planning ViewLesson ObjectivesAfter completing this lesson, you will be able to:

● Format a planning view

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Unit 8: Microsoft Excel Planning and Reporting

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UNIT 9 Disaggregation

Lesson 1: Incorporating Disaggregation Methods in SAP Integrated Business PlanningLesson ObjectivesAfter completing this lesson, you will be able to:

● Incorporate disaggregation methods in SAP Integrated Business Planning

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Unit 9: Disaggregation

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UNIT 10 Analytics and Reporting

Lesson 1: Modeling a Business Process Using SAP Integrated Business PlanningLesson ObjectivesAfter completing this lesson, you will be able to:

● Model a business process using SAP Integrated Business Planning

Lesson 2: Creating a Dashboard ChartLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a dashboard chart

Lesson 3: Creating a Drill-DownLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a drill-down

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Unit 10: Analytics and Reporting

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UNIT 11 Active Object Deletion

Lesson 1: Deleting an Active ObjectLesson ObjectivesAfter completing this lesson, you will be able to:

● Delete an active object

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Unit 11: Active Object Deletion

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UNIT 12 Supply Review

Lesson 1: Adding Rough Cut Supply Configuration to an Active Planning AreaLesson ObjectivesAfter completing this lesson, you will be able to:

● Add rough cut supply configuration to an active planning area

Lesson 2: Setting up an alert in a favoriteLesson ObjectivesAfter completing this lesson, you will be able to:

● Set up an alert in a favorite

Lesson 3: Copying Data Between VersionsLesson ObjectivesAfter completing this lesson, you will be able to:

● Copy data between versions

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Unit 12: Supply Review

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UNIT 13 Helper Key Figure

Lesson 1: Creating a Helper Key FigureLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a helper key figure

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Unit 13: Helper Key Figure

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UNIT 14 Statistical Forecasting

Lesson 1: Managing a Forecast ModelLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a forecast model

● Execute and simulate forecasting

Lesson 2: Creating a Global Configuration ParameterLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a global configuration parameter

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Unit 14: Statistical Forecasting

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UNIT 15 SAP2 Master Data Objects

Lesson 1: Analyzing the SAP2 ModelLesson ObjectivesAfter completing this lesson, you will be able to:

● Analyze the SAP2 model

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Unit 15: SAP2 Master Data Objects

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UNIT 16 Key Figures with Other Periodicities

Lesson 1: Creating a Key Figure Using Other PeriodicitiesLesson ObjectivesAfter completing this lesson, you will be able to:

● Create key figures using other periodicities

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Unit 16: Key Figures with Other Periodicities

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UNIT 17 Naming Conventions

Lesson 1: Using SAP Preferred Naming ConventionsLesson ObjectivesAfter completing this lesson, you will be able to:

● Use SAP preferred naming conventions

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Unit 17: Naming Conventions

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UNIT 18 Change History

Lesson 1: Configuring and Using Change HistoryLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure and use change history

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Unit 18: Change History

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UNIT 19 Collaboration

Lesson 1: Creating a SAP Jam GroupLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a SAP Jam group

Lesson 2: Creating a TaskLesson ObjectivesAfter completing this lesson, you will be able to:

● Create a task

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