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Integrated planning

Integrated planning

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Integrated planning

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

  2. Definition • A formulaic process • To define quantitative and actionable goals and objectives • Using data and functions based on enterprise and interoperable standards

  3. Analogy • From silo transactional systems to mySAP ERP • From silo planning systems (e.g., all the Excel programs in various departments) to SAP-IP

  4. 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

  5. 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

  6. Role of Planning Modeler BI App Planning Layout Downstream System SAP NetWeaver Portal Enterprise Search Knowledge Management Worklists Collaboration Information Broadcasting UIs can be embedded Enterprise Report MS Excel Composite Ad Hoc Services & BAPIS Business Explorer Suite (BEx) Visual Composer Embedded BI Web Analyzer Web Application Designer Report Designer Analyzer BI Kit WebServices WebServices BI Consumer Services BI Consumer Services ODBO/XMLA BI Layer Virtual-Provider Planning Modeler Query Designer SAP NetWeaverBI Accelerator Analytic Engine Monitoring / Administration Data Flow Control / Process Chains InfoObjects / Master Data Meta Data Repository OperationalData Store Data Marts Open HubServices Near-Line Storage Data Warehouse PSA Data Sources SAP Operational Data Non-SAP Operational Data 3rd-Party BI Data SAP NetWeaver BI Data

  7. 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

  8. Basic Steps

  9. 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).

  10. 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)

  11. Similar example

  12. Planning Modeler works with 5 tabs (e.g., Function: Formula)

  13. 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

  14. 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)

  15. Filter tab • Planning data is further “selected” from the InfoCube through the various filters defined • Including BEx variables, hierarchies, navigational attributes and dates

  16. 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)

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

  18. Planning functions (advanced) • Distribution (of data over a planning hierarchy) • Forecasting • Formula (for custom-defined functions) using FOX language

  19. 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)

  20. Status and Tracking System

  21. Overview of Case Study