Critical Success Factors for Data Warehousing: Some Empirical Evidence

Integrated planning Understand integrated planning process Describe SAP integrated planning technology or tool (SAP-IP)

1DefinitionA formulaic processTo define quantitative and actionable goals and objectivesUsing data and functions based on enterprise and interoperable standards

2AnalogyFrom silo transactional systems to mySAP ERPFrom silo planning systems (e.g., all the Excel programs in various departments) to SAP-IP

3Pros and Cons of SpreadsheetsProsSmall businessesExtremely individual requirementsShort-term needConsProcess controlAccess protectionPerformanceComplexityConsolidationSeasonal trend modelGrowing companyOrganizational changes

SAP-IP architecture and toolArchitectural components (Fig 9-4)Aggregation levelsPlan data cachePlanning data servicesPlanning sequencesPlanning functionsWhich are defined in a planning model using Planning Modeler

5Role of Planning ModelerSAP Operational Data Non-SAP Operational Data SAP NetWeaver BI Data3rd-Party BI DataBI Consumer ServicesData SourcesSAP NetWeaverBI AcceleratorOpen HubServicesOperationalData StoreData MartsData WarehouseVirtual-ProviderQuery DesignerPlanning ModelerAnalytic EnginePSADownstream SystemODBO/XMLAWeb ServicesNear-Line StorageMeta Data Repository BI LayerInfoObjects / Master DataData Flow Control / Process ChainsMonitoring / Administration Information BroadcastingAnalyzerBI Consumer Services Visual Composer

Embedded BIBI KitServices & BAPIS

CompositeReport DesignerWeb Application DesignerWeb AnalyzerBusiness Explorer Suite (BEx)SAP NetWeaver PortalUIs can be embeddedEnterprise SearchWorklistsKnowledge ManagementCollaborationWeb Services

Enterprise Report

BI AppAd Hoc

Planning Layout

MS Excel

Basic planning componentsData:Real-time InfoCubes Planning model:Aggregation levels (slices of Infocube)Data transformation: input ready queriesplanning functions (e.g. Copy, Formula)Filter and variables to parameterize data selections and planning objects Data protection mechanism:Lock servicesAuthorizationsData slices

Basic Steps

Different User Types BI Analyst, Planning Power User / Head of Model, (Business) Planning User 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).

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)

Similar example

Different User Types BI Analyst, Planning Power User / Head of Model, (Business) Planning User Planning Modeler works with 5 tabs (e.g., Function: Formula)

InfoProvider tabSAP-IP uses real-time InfoCubesTo support write-backMultiProviders to supply static dataChoose account-based over key-figure-based models

13Aggregation levels tabEach plan uses a subset or slice of the real-time InfoCube As defined in the aggregation level ( a subset of the characteristics)

14Filter tabPlanning data is further selected from the InfoCube through the various filters definedIncluding BEx variables, hierarchies, navigational attributes and dates

15Planning functions tabData manipulations, transformations, and calculations are done via planning functionsUse transaction and reference dataDone in memory (plan data cache) Only committed to the InfoCube when data is saved (see the save button in the case study)

16Planning functions (basic)Data operations (delete, copy, repost)Characteristic relationships (delete invalid combinations, repost, generation combinations)Valuations (currency translation, unit conversion, revaluation)

17Planning functions (advanced)Distribution (of data over a planning hierarchy)ForecastingFormula (for custom-defined functions) using FOX language

18Planning sequences tabGrouping multiple manual or automated planning steps Into process chains for background processingOr for monitoring and control of planning via Status and Tracking (STS)

19Status and Tracking System

Different User Types BI Analyst, Planning Power User / Head of Model, (Business) Planning User Overview of Case Study

Different User Types BI Analyst, Planning Power User / Head of Model, (Business) Planning User