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Table of content
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Table of content
1 SAP Integrated Business Planning
1.1 Applications and Features of SAP Integrated Business Planning
1.2 What's New
1.2.1 What's New in SAP Integrated Business Planning 6.1, SPS 4
1.2.2 What's New in SAP Integrated Business Planning 6.1
1.2.2.1 Common Features
1.2.2.1.1 Documentation
1.2.2.1.2 User Administration
1.2.2.1.3 Language Settings
1.2.2.1.4 Navigation in the Web Client
1.2.2.1.5 Model Configuration
1.2.2.1.6 SAP Integrated Business Planning, Add-In for Microsoft Excel
1.2.2.1.7 Data Integration
1.2.2.1.8 Collaboration
1.2.2.1.9 Integration with SAP Jam
1.2.2.1.10 Foundation Apps
1.2.2.1.11 Planning Object (Term Change)
1.2.2.2 Demand Planning
1.2.2.3 Inventory Optimization
1.2.2.4 Process Management in S&OP
1.2.2.5 Multilevel Supply Planning
1.2.2.6 Response Management
1.2.2.7 Custom Alerts
1.3 Example Process: Integrated Sales and Operations
1.4 Administration
1.4.1 Model Configuration
1.4.1.1 Transport Model Entities
1.4.2 Identity and Access Management
1.4.2.1 Prerequisites
1.4.2.2 User Authentication
1.4.2.3 Maintain Employees
1.4.2.4 Maintain Business Users
1.4.2.4.1 Create and Edit Business Users
1.4.2.4.2 Lock and Unlock Business Users
1.4.2.4.3 Assign Business Roles to Business Users
1.4.2.4.4 Set the Language of the User Interface
1.4.2.4.5 Download Users
1.4.2.5 Maintain Business Roles
1.4.2.5.1 Create and Edit Business Roles
1.4.2.5.2 Assign Business Catalogs
1.4.2.5.3 Assign Business Users to Business Roles
1.4.2.5.4 Specify Restrictions
1.4.2.5.5 Activate or Save Business Roles
1.4.2.6 Visibility Filters
1.4.2.7 User Group
1.4.2.8 Display Technical Users
1.4.3 Data Integration
1.4.3.1 Data Integration Scenarios
1.4.3.2 Data Upload from the Web UI
1.4.3.2.1 The Data Integration Process
1.4.3.2.1.1 Getting a Template
1.4.3.2.1.2 Preparing a CSV File for Importing Data
1.4.3.2.1.3 Uploading Data Using a Prepared CSV File
1.4.3.2.1.4 Viewing Data Load Status
1.4.3.2.1.5 Troubleshooting Tips
1.4.3.2.1.5.1 Changing the Attribute Date Format in Microsoft Excel
1.4.3.2.1.5.2 Changing the Format of the Key Figure Date Field in Microsoft Ex
1.4.3.2.2 Uploading Time Periods
1.4.3.2.3 Uploading Master Data
1.4.3.2.3.1 Inserting and Updating Master Data
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SAP Integrated Business Planning 6.1, including Support Package Stacks 3 and 4
Documentation Version
2298659
(central note)
2301086
2135948
(prerequisites for the installation of the IBP add-in for Microsoft Excel,
version 6.1)
Overview
SAP Integrated Business Planning combines supply chain monitoring, sales and operations planning, demand management, inventory planning, and supply
planning into a comprehensive solution, which also supports the integration of data from external systems (for example, SAP ERP or SAP Advanced Planning
and Optimization). SAP Integrated Business Planning provides applications to facilitate the following:
Balancing of demand and supply
Harmonization of planning across corporate functions through organizational visibility and alignment
Responsive planning with advanced algorithms, optimization, and what-if scenario simulation planning
Demand-driven supply chain planning based on demand sensing, analysis, and predictive forecasting
Multi-stage inventory optimization and improved customer service levels
End-to-end supply chain visibility with real-time monitoring, analytics, alerting, and exception management
Creation of product allocation and supply plans, and ability to respond to changes with simulations and gating factor analysis
SAP Integrated Business Planning offers web applications and an add-in for Microsoft Excel. Collaboration between users is ensured by embedded
collaboration tools.
You might also find it helpful to watch this video on YouTube
SAP Integrated Business Planning includes the following applications that require separate licenses:
SAP
SAP
SAP
SAP
SAP
For information about the features of each application, see Applications and Features of SAP Integrated Business Planning.
PDF Content
This page content is in PDF format.
Download
SAP Integrated Business Planning 6.1, including Support Package Stacks (SPS) 3
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and 4
Document Version
2298659
(central note)
2301086
Licensing Information
In the following sections, you find an overview of the new and changed features of SAP Integrated Business Planning.
Document Version
2273674
2289228
Licensing Information
In the following sections, you find an overview of the new and changed features of SAP Integrated Business Planning 6.1.
Note
Within the sections, the information is grouped by the source release (4.0 or 5.0) as follows:
What's New in 6.1 is relevant for customers of both 4.0 and 5.0.
Additional What's New for 5.0 Customers is relevant for 5.0 only.
Additional What's New for 4.0 Customers is relevant for 4.0 only.
1.2.2.1.1 Documentation
Depending on your source system (4.0 or 5.0), please read the following sections:
Section
4.0
5.0
Place
Security Aspects
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Apps
Apps
Apps
Apps
Application Help
You can now call up the application help via the in-app user assistance. To do so, while on the launchpad, click the question mark ( ? ) icon in the top right
corner of the screen, next to your name. You will see the Help tile flowing in. Click the Help tile, and then click Show application help . The application help
opens in the browser.
For apps that have in-app user assistance, SAP Integrated Business Planning 6.1 also offers quick access to the chapter in the application help that is about
the app you are working in. To call up the app-specific chapter in the application help, click the question mark ( ? ) icon in the top right corner of the screen,
next to your name while you are in the app. You will see the What's this app? tile flowing in. Click the What's this app? tile, and then click Show app
description . The application help opens in the browser.
Description
Maintain Employees
You can use this app to create, edit, and maintain employee records for all users
within your organization. Employee records contain personal and employmentrelated data.
You can use this app to create, business users for the employees, edit or delete
these users and assign business roles to them.
You can you use this app to create business roles, assign business catalogs and
business users to them, and specify restrictions for each business role. The
restrictions also include visibility filters.
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Visibility Filters
This app has been redesigned to improve user experience. You can use it to create
visibility filters that restrict the set of data available to users with a certain business
role.
User Group
You can use this app to create users groups that allow employees to collaborate
with each other within the apps where collaboration and sharing is possible.
This app shows all technical users that exist in the system. As opposed to business
users, technical users aren't persons, but rather services that are used to automate
technical tasks in the system.
User Authentication
SAP Integrated Business Planning is now delivered with an identity provider called SAP Cloud Identity, but you can also choose to continue using your
company's on-premise identity provider if there is one. The method of user authentication depends on this decision according to the following options:
Authentication with SAP Cloud Identity (SCI): When users enter their SCI credentials, they are automatically redirected to SAP Integrated Business
Planning
Authentication via an on-premise identity provider: Users can log on using the same credentials that they use when logging in to other solutions via the
on-premise identity provider (for example, single-sign on)
More Information
Identity and Access Management
4.0
5.0
Tiles
Dashboard
Analytics
Change History
Cases
Tasks
Favorites
Collaboration
Application Jobs
Planning Filters
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Demand Planner
Alerts
Administrator
Configuration
Data Integration
Process Modeling
Transport Model Entities
Visibility Filters
Manage Categories
User Group
Basic Functions
User Preferences
Account Planner
View Confirmations
Simulate Sales Order
View Demands by Priority
Rules for Demand Prioritization
View Customers
View Product Allocation Profiles
Response Administrator
Supplier Planner
View Suppliers
View Production Data Structures
View Resources
View Gating Factors
Additional Software
4.0
5.0
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If you are new to SAP Integrated Business Planning, we recommend that you start your planning with the unified planning area, even if you need only one part
of the planning process, since it enables easier integration of different processes. After copying the planning area, you can adapt it to your business
requirements. For more information about the unified planning area, see SAP Service Marketplace at http://service.sap.com/public/rds-ibp
Download package .
and select
Parameter
INTEGRATION
KF_UPLOAD_INT_AT_BASE_LEVEL_ONLY
INTEGRATION
KF_UPLOAD_EXT_AT_BASE_LEVEL_ONLY
Due to a change in the underlying concept, the following global configuration parameters have become obsolete:
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Parameter Group
Parameter
SCENARIO
PERMISSIONS
PLAN_VIEW
DOWNLOADLINK
PLAN_VIEW
TEMPLATE_PERMISSON
Snapshots for Key Figures Undergoing Currency or Unit of Measure Conversion: Warning Message
For performance reasons and to avoid creating unnecessary records, SAP recommends that you create snapshots for key figures that are calculated with unit
of measure and/or currency conversion factors at the base planning level of the converted key figures. A new warning message now informs you if such
snapshots were created at another planning level.
4.0
5.0
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Parallel Usage of the IBP Excel Add-In and Other EPM-Based Add-Ins
You can now use the IBP Excel add-in in parallel with the SAP EPM solutions, add-in for Microsoft Office, or with other Excel add-ins that are based on the
EPM add-in. To do so, run the IBP_Add-In_SbS.exe installer. Before installing the IBP Excel add-in for parallel usage with an EPM-based add-in, you must
install the EPM add-in 10.0, .Net Framework 4.0, Support Package 19 or higher. For more information, see Installing the IBP Add-In for Microsoft Excel.
In case you have several EPM-based Excel add-ins on your machine, you must specify a worksheet type for the worksheets to be able to work with any of the
add-ins installed. Depending on the worksheet type you select, the functions of either the EPM or the IBP tab will be available. You can switch the
worksheet type until you create an EPM report or an IBP planning view on the given worksheet.
A workbook must contain worksheets either of the EPM or of the IBP worksheet type.
For more information, see Worksheet Types.
The standalone Installation of the IBP Excel add-in is still available. For this type of installation, run the IBP_Add-In.exe installer.
Note
In the standalone installation, the worksheet type is not available. Otherwise, the two installation types of the IBP Excel add-in provide an identical scope
of functionality for SAP Integrated Business Planning.
Logging On to SAP Integrated Business Planning from the IBP Excel Add-In
The default option to log on to an SAP Integrated Business Planning system from the IBP Excel add-in is now a SAML-based connection.
If you log on using a SAML-based connection, you will be redirected to the identity provider in your landscape. You will be asked to provide your credentials for
the identity provider in a browser window. Upon successful authentication, you will be connected to your SAP Integrated Business Planning system.
It is still possible to use single sign-on based on X.509 client certification.
Scheduling Jobs
You can now schedule planning operator jobs not only from the IBP Excel add-in, but in the Application Jobs app as well, using the SAP-delivered job
templates.
You have the option of scheduling a job in either the IBP add-in for Microsoft Excel or in the Application Jobs app. Regardless of where you schedule the job,
you can monitor the job in the IBP Excel add-in and in the Application Jobs app.
The job scheduling dialog for recurring jobs has been redesigned in the IBP Excel add-in.
Drilling Down
If you want to analyze the values of a certain key figure for a given planning object, you can drill down to see the data at a more detailed level.
Select a cell in the data area, and from the context menu, choose Drill Down . Select the attribute by which you want to analyze the data. The attribute you
have selected is added to the planning level, and you can see the key figure values further broken down by the values of this attribute.
The result of the drill-down is a view that displays the key figure values only for the planning object for which you initiated the drill-down. Key figure values of
other planning objects are not displayed.
When you are in a drill-down view, you can further drill down by adding additional attributes to the planning level. You can go one step back, or you can go
back to the original planning level in the planning view.
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workbook.
Master Data Favorites
If your active worksheet is a master data worksheet, you can save the master data displayed as a favorite.
You can also share favorites with other users. The functions for creating, opening, deleting, and sharing favorites are provided in the Master Data group on
the ribbon.
You can open only your own favorites or favorites that other users have shared with you.
Sharing Planning View Favorites, Master Data Favorites, and User-Defined Scenarios
You can share planning view favorites, master data favorites, and user-defined scenarios with other users. Sharing is not based on roles, that is, you cannot
share a favorite or a user-defined scenario with all users who have a specific role.
Planning Scope
The IBP Excel add-in 6.1.0.0 introduces the planning scope, which is available for planning areas that have the S&OP operator (SCM operator) assigned.
The planning scope is a subset of data for which the operator runs. For performance reasons, for example, you may not want to run the supply planning
operator for the complete set of data (all versions and scenarios) that you specified for the planning view. You can restrict the time horizon, and select the
versions, scenarios, and the subnetworks for which you want to run supply planning.
You must select at least one version and one scenario for the planning scope.
Usability Enhancements
Filtering Scenarios by Versions
When you create a planning view, or edit a planning view and specify the scenarios to be used in the planning view, you can now filter the scenarios by
version, so the system displays only the scenarios that exist for at least one of the selected versions.
Specifying the Conversion Factor for Forecasting Jobs
When you define a forecasting job that is based on a forecast model that is relevant for conversion, such as unit of measure conversion, you now enter the
conversion target on the first screen of the job definition.
Defining the Column Order for the Mass Maintenance of Master Data
The SORT_REQFIELD_FIRST global configuration parameter of the MASTER_DATA_OP parameter group is available to change the order of columns in the
mass maintenance of master data in the IBP add-in for Excel. This global configuration parameter determines if the columns of the required attributes are
displayed right after the columns of the key attributes. If you specify YES for the value of the SORT_REQFIELD_FIRST parameter, then the columns of the
key attributes are followed by the columns of the required attributes, then followed by the remaining attributes. In any other case, the columns of the attributes
are sorted by the key attributes first, and then by the remaining attributes in alphabetical order.
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parameter suppresses the dialog for reason codes, comments, and sharing throughout SAP Integrated Business Planning (such as when saving data of a
planning view, or changing a master data). To re-enable the dialog for reason codes and comments, delete the entry for this parameter.
4.0
5.0
Note
The OpenAPI only supports complete data transfer, not delta transfer.
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1.5.6.4 Collaboration
Collaboration is now done via user groups that are created in the User Group app. User groups can be connected with SAP Jam groups in the following apps:
Collaboration
Process Modeling
Tasks
Dashboard
IBP add-in for Microsoft Excel
More Information
User Group
Process Management in S&OP
SAP Integrated Business Planning, Add-In for Microsoft Excel
Documentation Update
The following procedures are now also described in the SAP Jam Integration Guide:
Requesting tenant integration
Granting users permission to use SAP Jam
Application Jobs
The Application Jobs app allows you to schedule jobs that run on a regular basis. For example, you can schedule a planning run for a particular time each
day so you dont have to remember to run it manually every time. You can simply go in and check the results.
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Note
Jobs that are based on planning operators can also be executed using the IBP add-in for Microsoft Excel. However, you can schedule all types of jobs
from the Application Jobs tile in the SAP Fiori launchpad.
You can delete application logs by scheduling the job Delete Application Logs from the Application Jobs app. For more information, see Deleting Application
Logs.
4.0
5.0
Example
The external system stores and transfers trade promotion data at product/customer level. Data must be disaggregated to product/customer/location level in
the demand application, so that promotion data can be used in demand planning.
Analyzing Promotions
In the Analyze Promotions app, you can study the promotions transferred from an external system. Before you run forecasting, you can exclude a promotion
from forecasting, or include it in forecasting. In addition, you get a detailed overview of how promotion values are split between locations, products or product
groups, once this detailed data is available. You can also change the split values for locations.
Maximum Number of Promotions
The PROMO_COUNT_MAX parameter of the PROMOTION parameter group is available to control the number of promotions displayed in the Analyze
Promotions app.
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Time Scope
Demand
Demand
Simple average
Demand
Demand
Weighted average
Demand
Short-term
Demand
Short-term
Demand
Croston method
Demand
Demand
Based on the forecast model you set up, you can define a one-time or a regular statistical forecasting run using the IBP Excel add-in 6.1 or the Application
Jobs app.
You can now run mid-term and long-term statistical forecasting not only at the base planning level of the key figure, but at an aggregated level as well. Shortterm forecasting runs at product/location/customer level only.
Assigning Forecast Models
You can now use the Assign Forecast Models app to specify which forecast model is to be used for calculating forecast for the planning objects
(combinations of master data characteristics) that exist at a selected planning level within a selected planning area.
You can navigate between the Manage Forecast Models app and the Assign Forecast Models app directly, without having to return to the launchpad.
For more information, see Assign Forecast Models.
Running Statistical Forecasting
In line with the advanced statistical forecasting features of SAP Integrated Business Planning 6.1, the IBP Excel add-in is capable of running a more complex
forecast based on forecast models, also taking forecast model assignments into consideration.
Provided that your company has licensed SAP Integrated Business Planning for demand, you can run demand sensing in the IBP Excel add-in.
The job definition dialog for statistical forecasting has been redesigned and enhanced to meet these capabilities.
Demand Sensing
Demand sensing is now available to calculate short-term forecasts based on demand signals such as open sales orders.
You can set up regular demand sensing in the IBP add-in for Microsoft Excel or in the Application Jobs app. The outcome of the process is the sensed
demand, which can be compared with the mid-term or long-term consensus demand. If significant deviations are found, you can see and resolve them in the
Manage Demand Sensing Issues app.
Demand Sensing Issues
You can use the Manage Demand Sensing Issues app to monitor deviations between the consensus demand created in Demand Planning of SAP Advanced
Planning and Optimization (SAP APO) or in SAP Integrated Business Planning and the short-term forecasts from demand sensing. You can also resolve these
issues by manually adapting your short-term forecasts to the latest changes in demand.
The issues displayed in this app are based on the demand-specific custom alerts that you set up in the Define and Subscribe to Custom Alerts app.
Fore more information, see Manage Demand Sensing Issues and Custom Alerts.
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This planning area is provided as a starting point for your implementation project. You can use a copy of it to create your own demand planning project by
making changes as you wish.
For more information, see Sample Planning Area for Demand.
4.0
5.0
New Forecast Error Inventory Optimization Planning Operator in the Excel Add-In
You can now run a forecast error calculation as part of inventory optimization in the Excel Add-In. Forecast error calculates the forecast error coefficient of
variation, that is, the difference between forecasted and actual demand. Forecast error is a statistical measure of forecast accuracy used to estimate the
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Definition
IOSALES
Name
IO Sales
WKPRODLOCCUSTGROUP
IOCV
PRODLOCCUSTGROUPLAG
More Information
group/week granularity
The timeless coefficient of
variance based on historical
sales quantity and historical
forecast quantity
IOFCSTBIASCALCULATED
PRODLOCCUSTGROUPLAG
IOFCSTBIASUSED
PRODLOCCUSTGROUPLAG
IOFCSTMAPE
PRODLOCCUSTGROUPLAG
IOFCSTMAD
PRODLOCCUSTGROUPLAG
IOAVGDMDINTVL
PRODLOCCUSTGROUPLAG
IOSWITCHINGRATIO
PRODLOCCUSTGROUPLAG
Proportion of number of
number of periods
IOFCSTTIMINGACCURACY
PRODLOCCUSTGROUPLAG
positive
OUTLIERPERIOD
Outlier Period
WKPRODLOCCUSTGROUPLAG
For more information about key figures for inventory optimization, see Key Figures for Inventory.
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Depending on your source system (4.0 or 5.0), please read the following sections:
Section
4.0
5.0
4.0
5.0
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management you can analyze these gating factors and devise solutions to overcome them. By acquiring more familiarity with your order network in this
way, you can also make any necessary changes that might prevent those gating factors from arising again in future.
Response management can be integrated with other SAP Integrated Business Planning applications, enabling you to make use of additional planning
processes like demand management or inventory target setting.
For a more detailed look at setting up and using response management, see Response Management.
4.0
5.0
Alert Rules
The following enhancements have been made to help you to create even more flexible rules when defining conditions and thresholds to trigger alerts:
New operator: is null
You can specify that an alert is to be triggered when the system does not find a value for a specific key figure. For example, you can create a rule that
causes an alert to be triggered when the system does not find any values in the database for the key figure Delivery Quantity .
New operator: not equal to ( <> )
You can specify that an alert is to be triggered when the system does not find a specific value for a certain key figure. For example, you can create a
rule that causes an alert to be triggered if the adjustment factor is not equal to 5 .
Rule groups
You can define individual rules and rule groups to create more sophisticated combinations of conditions and to further refine the triggering of alerts. An
alert is triggered when either all rule groups are satisfied or any rule group is satisfied. Within the rule group, a rule group is satisfied when either all rules
are satisfied or any rule is satisfied.
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Note
We recommend that you use this planning area for new implementation projects. You can adapt the planning area to your needs, just as you can with the
other sample planning areas.
Process Overview
The following figure illustrates the high-level process and is followed by explanations for the various process phases:
Demand Planning
In the demand planning phase, the demand planner plans the upcoming demands. This is done in weekly cycles and involves the following tasks:
1. Create statistical forecast
The demand planning process expert creates the statistical forecast based on the historical sales data.
2. Create local demand plan
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Based on the statistical forecast, the local demand planner creates the local demand plan, typically for a specific location product or product group.
3. Create global demand plan
Based on the local demand plan and the final consensus demand defined in the previous sales and operations planning cycle, the global demand planner
creates the global demand plan.
Demand Sensing
In the demand sensing phase, the system creates the sensed demand as follows: Based on the future ordered quantity, confirmed quantity, the delivered
quantity data from SAP ERP, and the global demand plan defined in demand planning, the sensed demand is calculated on a daily basis. The sensed demand
is an input for creating the combined demand plan in demand planning.
Demand Review
In the demand review phase, the demand planner creates a complete consensus demand plan in the medium to long term planning horizon based on the global
demand plan on a monthly basis. The plan also takes into account sales and marketing inputs and ensures that financial targets are met.
1. Integrate input data from external sources (such as SAP ERP)
Some of the data used in the sales and operations planning process needs to be retrieved from external sources. Examples of such data are the
marketing plan, the financial plan, and the sales plan.
2. Create consensus demand plan
During the demand review, representatives from sales, finance, marketing, and demand planning define a consensus demand plan, using the input key
figures derived from demand planning, from inventory optimization, and from external sources.
Inventory Optimization
Inventory optimization is performed weekly and uses the combined output of the demand planning and demand sensing processes to create an inventory plan.
Inventory optimization calculates inventory targets for each material at each location in a supply chain, considers and compensates for uncertainties in
demand forecasts, supply timing, and supply quantity. The inventory plan serves as an input to the sales and operations planning process.
Supply Review
Supply review is performed in monthly cycles and includes the following tasks:
1. Copy input data
As a preliminary step in the sales and operations planning process, a copy of the Combined Final Demand to the Consensus Demand and the
Recommended Safety Stock key figures are created. This copy is used in the sales and operations planning process, while the original key figure values
are kept stable.
2. Create constrained demand plan
During the supply review, the supply planner creates a constrained demand plan. To calculate the constrained demand plan, the planning algorithm uses
master data such as sourcing rules or quotas, resources, production sources (bills of material), lead times, lot sizes, and co-products, and input planning
data such as consensus demand, inventory target, and available capacity.
Pre-Sales and Operations Meeting
During the pre-sales and operations meeting, representatives from sales, finance, marketing, production and demand planning try to resolve deviations
between the constrained demand plan and the consensus demand plan, and agree on solution proposals to be decided in the sales and operations executive
meeting.
Supply
Demand
Monthly: consensus
demand plan
demand
Inventory
External System(s)
Supply
Monthly: constrained
demand plan
Demand
plan
demand
Weekly: global demand
plan
Inventory
External System(s)
marketing plan
Master data (when required), sales plan (monthly), historical sales (weekly), sales order data (daily)
Note
Out of the box integration with external systems is not in the scope.
The SAP Supply Chain Control Tower is not included in this matrix because it provides visibility across all modules.
The following table lists the periodicities and the aggregate levels:
Process
Periodicity
Aggregate Level
Monthly
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Resource/location
Demand planning
Weekly
Product/customer/location
Inventory optimization
Weekly
Product/location
Resource/location
Demand sensing
Daily
Product/customer/location
Process Details
For more information about the unified planning area, see SAP Service Marketplace at http://service.sap.com/public/rds-ibp
For general information about planning areas, see the model configuration guide on the SAP Help Portal at http://help.sap.com/ibp61
and Deployment Information Model Configuration Guide .
under Configuration
1.4 Administration
This section provides an overview of information that is relevant for administrators.
Note
You can transport active planning models only.
If you want to transport a master data type, select the master data type, then choose Export . The app creates a transport request that contains the
master data type you selected, and its attributes.
Note
You can transport active master data types only.
If you want to transport a forecast model, select the forecast model, and then choose Export . The transport request contains the forecast model, the
assignments of algorithms, and that of the planning area.
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Users don't need to know about the access rights granted for them by IAM - when they open the launchpad, they see only those apps that are available to
them. Similarly, within the apps only those data sets are visible and those commands are active that the users are authorized to see or use.
Process Steps
Here's a quick overview of how you use Identity and Access Management:
Process Step
More Information
Maintain Employees
3. Create business roles from the predefined business catalogs that provide access Maintain Business Roles
to the apps.
Business Catalogs
4. Specify the activities and data sets that are available to each business role.
Specify Restrictions
Visibility Filters
5. Assign the business roles to business users, or the business users to business
roles.
6. Create user groups that enable business users to collaborate with each other
within the apps.
User Groups
Note that the above sequence of steps is partly optional: You can also choose to create the business roles first and the business users only later.
Example
The following graphic illustrates a possible scenario in Identity and Access Management:
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1.4.2.1 Prerequisites
You can use the apps related to Identity and Access Management if your business user has been assigned to a business role that has the following business
catalogs assigned to it:
Fiori App
Maintain Employees
SAP_HCM_BC_EMPLOYEE_MD_PC
SAP_CORE_BC_IAM
If you create a new business role that includes the business catalogs listed above, you can also add the Visibility Filters and User Group business catalogs to
it. From then on, you are authorized to use all apps that support Identity and Access Management.
Users then receive an email with a URL that directs them to the SCI logon screen, and credentials to logon to SCI. Once they have logged on to SCI, they are
automatically redirected to SAP Integrated Business Planning.
Password Policy
The use of passwords in SAP Integrated Business Planning is defined by the enterprise password policy applied by SCI.
For more information, see the SAP HANA Cloud Documentation at https://help.hana.ondemand.com/
Guide
Configure Applications
Set a Password Policy for an Application
.
, under
Operation
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Activities
You can do the following In the Maintain Employees app:
Add new employees
Edit personal data and employee data
Delete employees
Note
You can also reverse this step and assign the business users to the business roles in the Maintain Business Roles app. For example, you can assign the
business user representing the employee called "John Doe" both to a Demand Planner business role and an Alerts business role that you have created.
Activities
You can perform the following tasks in the Maintain Business Users app:
Create, edit, and delete business users
If you want to delete all data for a user, you must delete the business user first and then the employee it was based on.
Lock and unlock business users
Assign business roles to business users and delete existing assignments
Download the list of all business users into a CSV file
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Activities
You can use the Maintain Business Roles app to do the following:
Create, edit, copy, and delete business roles
Assign business catalogs to business roles
Specify restrictions (including visibility filters) for business roles
For more information, see Specify Restrictions and Visibility Filters.
Assign business users to the business roles
Activate the business roles
Note
Although the SoD Check button is also available on the main screen for technical reasons, it is not relevant for SAP Integrated Business Planning.
Note
Although the Maintain Business Catalog Roles app is also displayed on the launchpad for technical reasons, its use is not supported in SAP Integrated
Business Planning. Business catalog roles exist only in the back-end and cannot be modified in any way.
The business catalogs are delivered in predefined groups, which determine how the app tiles are displayed on the launchpad. For example, Demand Planner
is the name of a catalog group and also a tile group on the launchpad.
Activities
To assign one or more business catalogs to a business role, open the Assigned Business Catalogs tab and choose Add .
In the window that opens, select the required business catalogs, which correspond to business catalog roles of the same names, and click OK or Apply . If
you click Apply , the business catalog gets assigned to the business role but the window remains open and you can continue adding more business catalogs.
To learn more about a business catalog, select it in the list on the Assigned Business Catalogs tab and click Info .
Business Catalog ID
Basic Functions
SAP_IBP_BC_BASIC_PC
Basic Functions
SAP_IBP_BC_ALERTDEF_
Custom Alerts
Subscription
PC
Assigned Apps
User Preferences
Description
Custom Alerts
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Restrictable
Yes
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SAP_IBP_BC_ALERTMON_
PC
Forecast Models
SAP_IBP_BC_FORECASTM
Demand Planner
ODEL_PC
Yes
Manage Demand
Sensing Issues
SAP_IBP_BC_DEMANDSEN
SING_PC
Yes
Analyze Promotions
SAP_IBP_BC_PROMOTION
_PC
Yes
SAP_IBP_BC_ANALYTICS
_PC
General Planner
Analytics
Dashboard
Yes
visualization purposes, to
save visualizations as
charts to a library, and to
share charts with other
users or export them to a
file.
Also allows users to view
charts created in the
Analytics app, and
process instances created
in the Process Modeling
app.
Change History
SAP_IBP_BC_CHANGEHIS
Change History
T_PC
No
SAP_IBP_BC_CASES_PC
Cases
Tasks
SAP_IBP_BC_TASKS_PC
Tasks
No
SAP_IBP_BC_COLLABORA
Collaboration
TION_PC
Favorites
SAP_IBP_BC_FAVORITES
Favorites
_PC
Yes
launchpad.
Application Jobs
SAP_IBP_BC_APPLICATI
Application Jobs
ONJOB_PC
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No
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runs created by
themselves or their
colleagues.
Planning Filters
Planning Filters
SAP_IBP_BC_FILTER_PC
SAP_IBP_BC_EXCEL_ADD
IN_PC
Install Additional
Software
SAP_CORE_BC_IAS
No
SAP_IBP_BC_DATAINTEG
Administrator
Data Integration
RATION_PC
No
SAP_IBP_BC_CATEGORIE
Manage Categories
Process Modeling
SAP_IBP_BC_PROCESSMO
No
S_PC
Process Modeling
DEL_PC
No
templates, instances,
workflows, and steps to
track their progress in the
planning process.
Planning Model
SAP_IBP_BC_PLANMODEL
Configuration
_PC
No
Planning Models
_ACT_PC
No
SAP_CORE_BC_IAM
SAP_HCM_BC_EMPLOYEE_
Maintain Employees
No
Visibility Filters
No
User Group
MD_PC
Visibility Filters
SAP_IBP_BC_VISFILTER
_PC
User Group
SAP_IBP_BC_USERGROUP
_PC
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Forecast Consumption
Profiles
SAP_IBP_BC_RMFCSTPRO
Response Administrator
FILE_PC
Manage Forecast
Consumption Profiles
No
profiles.
Response Settings
SAP_IBP_BC_RMSETTING
_PC
Response Remote
Sources
SAP_IBP_BC_REMOTESOU
Location Materials
SAP_IBP_BC_LOCMAT_PC
Transportation Lanes
SAP_IBP_BC_TLANE_PC
Configure Remote
Sources
RCE_PC
General Response
Planner
SAP_IBP_BC_LOCATION_
SAP_IBP_BC_MATERIAL_
No
View Transportation
No
SAP_IBP_BC_RMAPPLJOB
Response Planning
_PC
Scenarios
SAP_IBP_BC_SCENARIO_
transportation lanes in
their supply chain.
View Locations
View Materials
No
Application Jobs -
No
PC
Application Jobs
PC
Materials
No
Lanes
Locations
Response Planning
PC
Yes
SAP_IBP_BC_PROJECTED
STOCK_PC
Yes
SAP_IBP_BC_SUPPLIER_
Supply Planner
View Suppliers
PC
No
chain.
Production Data Structures SAP_IBP_BC_PDS_PC
Resources
View Resources
SAP_IBP_BC_RESOURCE_
SAP_IBP_BC_SALESORDE
R_PC
No
No
PC
Sales Order
Account Planner
Yes
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Demands by Priority
View Demands
SAP_IBP_BC_DEMANDBYP
No
RIO_PC
SAP_IBP_BC_RULES_PC
SAP_IBP_BC_PALPROFIL
E_PC
No
system.
Customers
View Customers
SAP_IBP_BC_CUSTOMER_
PC
N/A
SAP_CORE_BC_APJ
N/A
SAP_CORE_BC_OM
N/A
SAP_CORE_BC_SM
Communication
SAP_CORE_BC_COM
N/A
Management
No
N/A
N/A
N/A
N/A
Collaboration
SAP_CORE_BC_SM
N/A
N/A
Extensibility
SAP_CORE_BC_EXT
N/A
N/A
Extensibility Test
SAP_CORE_BC_EXT_TEST
N/A
N/A
N/A
N/A
N/A
N/A
Note
For technical reasons, the Assigned Business Catalogs tab displays the restrictions separately for each business catalog. However, SAP Integrated
Business Planning does not support the setting of restrictions for individual business catalogs. You can only set restrictions for business roles.
You can assign one or more business roles to each business user and, when you do so, all access rights included in the business roles are summed up
together. This means that each business user will have access to everything that the assigned business roles grant access to.
Activities
You can specify restrictions as follows:
1. Open a business role for editing on the main screen of the Maintain Business Roles app.
2. Click Maintain General Restrictions at the bottom of the screen.
3. Restrict the access rights for one or both of the two access types: read and write.
For both access types, you can choose one of the following values:
Restricted
Unrestricted
No Access
If you choose Unrestricted or No Access for an access type, you don't need to make any further settings. For example, if you specify that users
assigned to a business role can have unrestricted write access, they can modify all settings and all data in the applications that the users have access
to.
If you choose Restricted for the read or write access, you can make further settings to specify what the business users assigned to that role can see
or modify in the applications. For example you can specify that the business users assigned to a business role can see master data from certain
planning areas only.
Even if you choose Restricted for an access type, you can still grant unrestricted access to some of the available restriction areas. For example, if you
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specify that a business role is to have restricted write access in general, you can make the Master Data restriction area an exception by choosing it and
selecting Unrestricted Access .
4. Specify restriction values
If you have chosen Restricted for the read or write access, you can specify how exactly you want that type of access to be restricted. You can do so
by choosing values for the various fields within the restriction areas that are displayed under the access type. Restriction areas are groups of restriction
values that are available to the business catalogs assigned to a role.
For example, you can specify that key figures in a certain planning area are to be editable for users with a certain business role. To make this setting,
choose the pencil icon in the line of the Planning Area restriction value within the Key Figures restriction area in the Write section, and select the
name of the planning area that you want to provide write access to.
Note
When you specify restrictions for various business roles and then assign those business roles to a business user, all access rights included in the
roles are combined together. This means that the business user will have access to everything that the assigned business roles have access to.
5. Add new restriction areas of your choice (optional)
Additional restriction areas are useful if you want to specify restrictions on a more detailed level. For example, if you want to specify that the Demand
Planner business role is to contain write rights for the DELIVQTY key figure in planning area PL200, and for the CONSENSUSDEMAND key figure in
planning area PL300, you need to add the Key Figure restriction area to that business role twice (or once more if it is listed for that role by default).
Available Restrictions
While you cannot specify restrictions for business catalogs, the available restriction areas are defined per business catalogs and not per business roles. When
you assign various business catalogs to a business role, all restriction areas available for those business catalogs are merged together.
For example, if you assign two business catalogs to a business role and both catalogs allow the restriction of access to master data, you specify this
restriction only once for the business role and it will apply to both business catalogs assigned to the role and to all applications in those catalogs.
The following table shows which restriction areas are available for each restrictable business catalog:
Business Catalog
Alert Monitor
Analytics
Master Data
Key Figures
Version-Specific Key Figures
General (Visibility Filter ID)
Demand Sensing
Key Figures
Forecast Models
Master Data
Key Figures
Version-Specific Key Figures
Management of Forecast Models
Planning Operators
Subnetworks
Templates
General (Visibility Filter ID, Reason Code ID, Administrative Functions)
Favorites
Templates
Projected Stock
Promotions
Master Data
Key Figures
Sales Order
Scenarios
The available restriction areas contain restriction fields that allow you to grant read or write access for various data types or activities. The following table
shows the content of the available restrictions:
Restriction Area
General
Restriction Fields
Read Access
Allows users to assign visibility filters and You can only specify read access for
specify reason codes.
reason codes and visibility filters.
For the response management scenario
scope, you can specify if all scenarios
can be edited or only those created by
Write Access
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combinations.
Key Figures
Planning Area
Key Figure ID
Master Data
Planning Area
Version ID
Simulation for Version
well.
If you grant read access for a version but
you allow simulation for the version,
users need write access for the target
key figures they use for the simulation.
Planning Area
Planning Area
Planning Level ID
Planning Operators
Planning Area
Planning Operator Type
Planning Operator ID
Subnetworks
Planning Area
Planning Unit
Templates
Planning Area
Planning View: Workbook ID
For some business catalogs, no restrictions are available but you can still limit the range of activities that the users assigned to a business role can perform in
the apps belonging to the catalogs.
The following table shows what these catalogs are and how the access types limit the range of activities:
Business Catalog
Planning Models
Read Access
Write Access
Not applicable.
models.
Planning Model Activation
Not applicable.
Data Integration
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To create a filter, choose Create . To change a filter, find your visibility filter using the search.
Enter a name (required) and a description (optional) for the new filter.
Select a planning area.
Under Filter Criteria , specify at least one filter attribute.
Note the following:
If there is no condition for an attribute, all values are allowed.
If you define a filter that uses the same attribute more than once, the conditions are combined with OR as shown in the following example:
Example One
Attribute
Operator
Value
Customer ID
equal to
Company ABC
Customer ID
equal to
Company XYZ
Result: you can view all data where the Customer ID is either Company ABC OR Company XYZ.
If you use the same attribute more than once with the Not Equal to operator, the conditions are combined with AND.
If you define a filter that uses two or more different attributes, the conditions are combined with AND as shown in the following example.
Example Two
Attribute
Operator
Value
Customer ID
equal to
Company ABC
Customer ID
equal to
Company XYZ
Location Region
equal to
USA
Result: You can view planning data that fulfills both of the following conditions:
Belongs to location region USA
Belongs to either Company ABC or Company XYZ
5. Select an operator.
The following table provides an overview of the operators available:
Operators
Operator
Description
Example
equal to
Note
Note
If you select the Not Equal to operator and
specify no value, the user can view any data
where the attribute has a value.
greater than
less than
between
contains
characters in a string
Result: You can view the details for a company with a
? can be substituted for any single character in single character, for example Company A or
a string
Company Z.
6. Enter a value.
7. Define additional rules as needed.
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Activities
Create new user groups with names and descriptions that are meaningful to employees
Add users to the group
Remove users from the group
Send emails to colleagues to review the user group you created or changed
Share the user group you created or changed in SAP Jam
Delete user groups
Data can be imported from the on-premise systems in the customer environment into the IBP applications in the SAP cloud environment (from left to right
above) and exported from IBP applications to on-premise systems (from right to left above) using the options described below.
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Depending on the integration scenario and the type of data, different integration tools are used.
Product
Integration Technology
Import to IBP
Integration Type
Further Information
SAP APO
HCI
Periodic
Any system
OpenAPI
Periodic
HCI
Periodic
SAP DSiM
HCI
Periodic
The following table compares the different use cases for data integration in IBP:
Periodic Data Transfer for Tactical Planning
Processes
Use Case
Frequency
Periodic
Periodic
Affected Objects
Integration Target
Systems
Any system
Any system
Technology
Data Flow
Bi-directional
Bi-directional
Implementation
Customer project
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Before you begin loading your data from the Web UI of SAP Integrated Business Planning (IBP), using CSV files, contact your administrator to obtain the
required authorizations for importing data into the IBP database.
When you set up your IBP system, first create and activate time profiles, master data types, planning areas, then load your time data.
Once you have set up your system, you can import the following types of data in this exact sequence, using the Data Integration app:
Time periods
Master data related to master data objects
Key figures
Snapshots
Caution
If you load your data in a different sequence, the data integration process will fail.
Note
You cannot upload time-independent key figure data using the key figure data type. Instead, use the data type for master data for the upload. After upload,
mark the given master data attribute as key figure. You do this under Planning Area and Details in the Configuration app. Select the attribute, and select
the Key Figure checkbox.
Recommendation
SAP recommends that you check the CSV file, and remove all data of snapshot key figures with change history that has not changed since the last
upload. Unnecessary upload of snapshot key figure data may result in a huge increase in the data volume.
There are two phases of the data integration process:
1. The system reads the contents of the CSV file and loads them into a staging table, which is an intermediate storage space. Rejections can occur at this
point if, for example, the system cannot parse a file.
2. The data is moved from the intermediate staging table to the application tables. Sometimes, records are rejected in this phase. When this occurs, the
rejection appears as a rejection code.
The system retains data load reports for 7 days.
More Information
Getting a Template
Preparing a CSV File for Importing Data
Uploading Data Using a Prepared CSV File
Recommendation
SAP recommends that you check the CSV file, and remove all data of snapshot key figures with change history that has not changed since the last
upload. Unnecessary upload of snapshot key figure data may result in a huge increase in the data volume.
There are two phases of the data integration process:
1. The system reads the contents of the CSV file and loads them into a staging table, which is an intermediate storage space. Rejections can occur at this
point if, for example, the system cannot parse a file.
2. The data is moved from the intermediate staging table to the application tables. Sometimes, records are rejected in this phase. When this occurs, the
rejection appears as a rejection code.
The system retains data load reports for 7 days.
More Information
Getting a Template
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Note
The key figure template contains the key figure you selected, as well as all of the other key figures that share the same storage planning level.
To download a template to create a CSV file to load your data into the system:
Steps
1. Launch the Data Integration app by clicking the corresponding tile on the launchpad.
2. Click Get Template .
Step Result
The information on this dialog changes according to the data type you select.
4. Select the required information in the dialog and click Get Template .
Step Result
A file is generated for you to use as a template with the correct, comma separated headers for your data type.
5. Fill in the generated template with the correct values.
6. Give the template a meaningful name for easy identification.
7. Save the file.
Step Result
You have a template you can use to load data into the system.
More Information
Preparing a CSV File for Importing Data
Uploading Data Using a Prepared CSV File
Syntax
SM1PRDID,SM1PRDDESCR,SM1PRDSUBFAMILY,SM1PRDFAMILY,SM1PRDSERIES,SM1PRDBU,
SM1PRDVALID,SM1WEIGHT,SM1PRDGROUP,SM1CAPACITYGRP,SM1FINANCEFAMILY,SM1SIZE,
SM1LISTPRICE,SM1PLMSTATUS,SM1RELEASEDATE,SM1EOLDATE,SM1REPLACEDPRD,
SM1BRAND,SM1ISCOMPONENT
x100 Phone,x100 Phone, special,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x Phone,x Phone,20,30,GA,2012-05-0
Note
When data is loaded into SAP Integrated Business Planning, it allows quotes in the Product Description when the description attribute is assigned to
an attribute in Configuration.
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Note
You can remove fields that are not required and non-key fields from the data file. If these fields are present, you can leave the value blank.
The following is an example of a .csv (input data file) for master data:
Syntax
SM1PRDID,SM1PRDDESCR,SM1PRDSUBFAMILY,SM1PRDFAMILY,SM1PRDSERIES,SM1PRDBU,
SM1PRDVALID,SM1WEIGHT,SM1PRDGROUP,SM1CAPACITYGRP,SM1FINANCEFAMILY,SM1SIZE,
SM1LISTPRICE,SM1PLMSTATUS,SM1RELEASEDATE,SM1EOLDATE,SM1REPLACEDPRD,
SM1BRAND,SM1ISCOMPONENT
x100 Phone,x100 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x101 Phone,x101 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x102 Phone,x102 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x103 Phone,x103 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
Phone,x
Phone,x
Phone,x
Phone,x
Phone,20,30,GA,2012-05-01
Phone,20,30,GA,2012-05-01
Phone,40,15,GA,2012-05-01
Phone,10,40,GA,2012-05-01
00:00:00.000,20
00:00:00.000,20
00:00:00.000,20
00:00:00.000,20
Phone,20,30,GA,2012-05-01
Phone,20,30,GA,2012-05-01
Phone,40,15,GA,2012-05-01
Phone,10,40,GA,2012-05-01
00:00:00.000,20
00:00:00.000,20
00:00:00.000,20
00:00:00.000,20
Note
In the input master data .csv file, the date values for attributes must have the date format YYYY-MM-DD hh:mm:ss.000.
The following is an example of a .csv (input data file) for a key figure:
Syntax
SM1PRDID,SM1PRDDESCR,SM1PRDSUBFAMILY,SM1PRDFAMILY,SM1PRDSERIES,SM1PRDBU,
SM1PRDVALID,SM1WEIGHT,SM1PRDGROUP,SM1CAPACITYGRP,SM1FINANCEFAMILY,SM1SIZE,
SM1LISTPRICE,SM1PLMSTATUS,SM1RELEASEDATE,SM1EOLDATE,SM1REPLACEDPRD,
SM1BRAND,SM1ISCOMPONENT
x100 Phone,x100 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x101 Phone,x101 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x102 Phone,x102 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x103 Phone,x103 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
Phone,x
Phone,x
Phone,x
Phone,x
Note
In the input key figure .csv file, the values in the Key Figure Date column must have the date format YYYY-MM-DD.
More Information
Getting a Template
Defining Key Figure Date Formats
Defining Attribute Date Formats
Note
Upload your data in the following sequence, otherwise data integration will fail:
1.
2.
3.
4.
Time profiles
Master data
Key figures
Snapshots
Make sure that each job completes without errors before you load the next data type. This means that the Data Load Status displayed for the job must be
green before you continue, because:
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Steps
1. Launch the Data Integration app by clicking the corresponding tile on the launchpad.
2. Click New Import Job .
Step Result
The Data Name selections in the dialog change, depending on the Data Type you selected.
4. Click Data Name to select the target for the data upload.
5. Click the Browse button next to the File Selection field to choose the file you want to upload.
The file you select must be a CSV file with comma-separated fields. You can choose Get Template to download and use one of the provided CSV
templates to create a file for this purpose.
6. Click Operation Type to select one of the following types of data load operations to perform on this data:
Insert/Update
Delete
Replace
7. Enter a name for this job in the Job Name field.
Give the job a meaningful name for easy identification later.
8. Click Upload Data to load the data into the system.
You can submit only one file at a time. Click the refresh icon at the top of the page to view the latest status for all or a filtered subset of the submitted
data upload jobs.
Step Result
Your data is submitted for upload into the system. A report is generated to let you know the outcome.
More Information
Getting a Template
Steps
1. Launch the Data Integration app by clicking the corresponding tile on the launchpad.
2. The status table at the top of the screen contains choices for filtering all of the data submitted for loading into the system. You can filter by Operation
Type , the name of the person who submitted the data, or one of the following Data Load Status indicators:
Success (green): The data upload completed without errors.
Processing (yellow): The data upload is still in process.
Processed with Errors (red): The data upload completed but encountered errors. You can download a report that will show details for the items that
caused the errors.
Fatal Errors (lack): There was a fatal error. The data upload was terminated.
3. To download a report showing details about the data uploaded during the job:
1. Select the item in the Data Load List.
Step Result
Details about the data load are displayed. The table below contains information about the CSV file used for the data load, the number of records
successfully loaded, and a link for downloading a report about the data load.
2. Select the icon in the Download column and choose to download a Full Report with information about all the records that were loaded, or a
Rejection Report with information about only the records that were rejected.
3. When prompted, select Save to save a local copy of the report to your system.
Step Result
A CSV file with details about the data upload for the selected report is downloaded to your system. Open the file with Microsoft Excel to view the
detailed information.
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More Information
Uploading Data Using a Prepared CSV File
Description
The headers and data in a CSV file must contain no spaces, only comma
separations. For example,
Syntax
SM1PRDDESCR,SM1PRDID,SM1PRDSUBFAMILY
x100 Phone,x100 Phone descr,xPhone SF
is different from
Syntax
x100 Phone, x100 Phone descr, xPhone SF
Note the empty space characters in front of x100 Phone descr.
CSV File Format
By default, when you open a CSV file, it launches in Microsoft Excel. Check that
Microsoft Excel does not change the file format. For example, if you have data that
begins with a "0" and you open the CSV file in Microsoft Excel, Microsoft Excel will
remove that initial "0". When you save the file, the "0" will be permanently removed.
SAP recommends that you open CSV files with a program that does not change the
format of the file. Microsoft Excel adds extra rows and "0's" to the file, which will
cause an error when the data load runs. To resolve this, open the file in another
editor and correct the changes that Microsoft Excel made to the file.
Special Characters
The following special characters are not allowed in the data feeds:
Single quotes/apostrophe (')
Double quotes (")
Greater than (>)
Less than (<)
Carriage return (CR)
Carriage return + line feed (CRLF)
Empty line
Tab
Note
When data is loaded into SAP Integrated Business Planning, it allows quotes in
the Product Description when the description attribute is assigned to an
attribute in Configuration.
Escape Character
Currently, the escape character is not supported. " cannot be used as the escape
character.
Syntax
SM1PRDID,SM1PRDDESCR,SM1PRDSUBFAMILY,SM1PRDFAMILY,SM1PRDSERIES,SM1PRDBU,
SM1PRDVALID,SM1WEIGHT,SM1PRDGROUP,SM1CAPACITYGRP,SM1FINANCEFAMILY,SM1SIZE,
SM1LISTPRICE,SM1PLMSTATUS,SM1RELEASEDATE,SM1EOLDATE,SM1REPLACEDPRD,
SM1BRAND,SM1ISCOMPONENT
x100 Phone,x100 Phone, special,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2
Decimal Formats
Decimal formats are not supported at present when you perform data loads from the
web user interface. Use SAP HANA Cloud Integration (HCI) or Data Services for
these kinds of operations. For example, the European number format 1.890.200,54
EUR is not supported.
Year Format
Scientific Notation
New Lines
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Steps
1. From the context menu, choose Format Cells .
2. Choose DateCustom .
3. In the Type field, enter YYYY-MM-DD hh:mm:ss.000 , and choose OK .
4. To save the CSV file, choose Save .
5. Choose OK for all confirmation windows that appear.
Step Result
More Information
Defining Key Figure Date Formats
Preparing a CSV File for Importing Data
Steps
1. Select the KeyFigureDate column in the CSV file.
2. From the context menu, choose Format Cells .
3. Choose DateCustom .
4. In the Type field, enter YYYY-MM-DD , and choose OK .
5. To save the CSV file, choose Save .
6. Choose OK for all confirmation windows that appear.
Step Result
More Information
Preparing a CSV File for Importing Data
Defining Attribute Date Formats
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Caution
The insert/update operation overwrites the existing data if a period with the same PERIODID is uploaded.
If it is not the first upload of time periods to a given time profile, make sure that the CSV file does not contain already existing time periods.
If you assigned a new attribute to the time profile levels, and want to add values of this attribute to the time periods, make sure that the data of the
already existing time periods in the file is identical with the data in the system, except for the field of the newly added attribute.
Overwriting the data of an existing time period may result in corrupted key figure values.
3. Select the separator character used in the CSV file to be uploaded.
You can also enter a custom name for the job.
4. Choose OK to upload the file, and create, update, or delete the time periods.
You can view the report to check the result of the import job.
Note
Customers who migrate from SAP Integrated Business Planning 4.0 can continue using the previous template for time periods, which contains the
PARENTID field instead of TPLEVEL. However, it is not possible anymore to download the previous template from the system.
In case you would like to aggregate and disaggregate data across different time levels, specifically between weeks and months (applying the week-tomonths split modeling concept), you must use the new template that you can download from the system.
Note
If all levels of the time profile have period types assigned, and you haven't assigned any attributes to the time profile levels, you can also create the time
periods by scheduling an application job. For more information, see the Creating Time Periods for a Time Profile chapter in the model configuration guide.
More Information
Getting a Template
Preparing a CSV File for Importing Data
Viewing Data Load Status
More Information
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Getting a Template
Preparing a CSV File for Importing Data
Viewing Data Load Status
Product Families
P1
PF1
P2
PF2
The data load file will insert and update with the following file:
Products
Product Families
P1
PF2
P2
PF2
P3
PF3
After the insert/update operation, the file will contain the following:
Products
Product Families
P1
PF2
P2
PF2
P3
PF3
More Information
Managing Master Data
Replacing Master Data
About Deleting Master Data
Example
For example, if the existing data in the system has the following master data:
Product
Product Families
P1
PF1
P2
PF2
Then the data upload deletes P1 and all associated master data records in compound objects and transaction or key figure data, and it updates P2 and inserts
P3.
Product
Product Families
P2
PF2
P3
PF3
More Information
About Deleting Master Data
Inserting and Updating Master Data
Managing Master Data
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and/or key figure data for related planning areas. This is explained below, first for the related master data and then for the related key figure data. The related
master data objects are compound master data objects that refer to the deleted master data object. For these compound master data objects, the system
deletes all of the rows that have the originally deleted rows as a part of their key.
Example
Here, there are the master data objects CUSTOMER with the key CUSTID (customer ID), a product with key PRDID (product ID) and CUSTOMERPRODUCT,
which is a compound of the master data objects CUSTOMER and PRODUCT with keys CUSTID from CUSTOMER and PRDID from PRODUCT. Deleting
PRODUCT data with PRDID = P1 deletes all rows of the related compound master data object CUSTOMERPRODUCT with PRDID = P1, and any value for
CUSTD.
For related key figure data that needs to be deleted, you need to determine first the planning areas related to the master data object of the original deletion.
A related planning area is determined by at least one of the following rules:
All planning areas where the master data is listed in the planning area dimension table
All planning areas for which the planning area and master data object are listed in the key figure update table
All planning areas enabled for the S&OP operator where the master data object represents one of the relevant master data objects used by the S&OP
operator
Values are deleted from these planning area key figure if they relate to the deleted master data object data in one the following ways:
The master data type key attributes are the same as or are a subset of the key figure base planning level root attributes.
Example
For a master data object PRODUCT with a key attribute PRDID (product ID) and a key figure KF1 with root attributes of its base planning level being
PRDID and CUSTID (customer ID), values of KF1 are deleted for all values of PRDID that are deleted. This is independent of the CUSTID values of
the KF1 values.
Non-key attributes of the master data object are the same as or are a subset of the key figure base planning level root attributes, and no other master
data object rows remain that have the same non-key attributes.
Example
For a master data object PRODUCT with a non-key attribute PROFAMILY (product family) and a key figure KF2 with root attributes of its base
planning level being PRODFAMILY and CUSTREGION (customer region), values of KF2 are deleted when there are no more products for the
corresponding product family. This is independent of the CUSTREGION values of the KF2 values.
More Information
Managing Master Data
Replacing Master Data
Note
The model administrator can restrict the upload of key figure data to uploading at the base planning level only, by setting the
KF_UPLOAD_INT_AT_BASE_LEVEL_ONLY global configuration parameter.
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If you specified a time profile level for the upload of data, the system performs time disaggregation. That is, key figure values are automatically
disaggregated to the time profile level of the base planning level.
The basis for disaggregation is the period weighting factor attribute you assigned to the time periods. If key figure values exist for a given period, they are used
as weighting factors, instead of the period weighting factor.
Note
Disaggregation is executed along time profile levels only. The system does not perform disaggregation across objects (such as from product groups to
products) during data upload.
More Information
Deleting Key Figures
Example
For example, if you want to delete all values for the key figures Current On-Hand and Consensus Demand Plan and load the new and latest key figure values,
your data load scenario would look like this:
Assume your Current Month Forecast is as follows for the key figure CONSENSUSDEMANDPLANQTY, where 1010 is the current month Time-Period-ID
=>March 2013
Product
Customer
P1
C1
1010
100
P1
C1
1011
200
P1
C1
1012
300
After a month is rolled, the new key figure values for the next month are displayed as follows in the CSV file:
Product
Customer
P1
C1
1011
300
P1
C1
1012
500
P1
C1
1013
250
When you run Replace option in the manifest file with the CSV file for the key figure CONSENSUSDEMANDPLANQTY, you will get the following result:
Product
Customer
P1
C1
1010
null
P1
C1
1011
300
P1
C1
1012
500
P1
C1
1013
250
Customer
Time Period ID
Key Figure 1
P1
C1
March 2009
100
P1
C1
April 2009
400
P1
C1
May 2009
100
P1
C1
June 2009
150
400
P1
C1
July 2009
100
100
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Key Figure 2
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P1
C1
August 2009
230
150
P1
C1
September 2009
100
100
P1
C1
October 2009
150
230
P1
C1
November 2009
100
P1
C1
December 2009
230
P1
C1
January 2010
100
100
Key Figure 2
After the Purge operation is run, the key figure values in the time series table are as follows:
Product
Customer
Time Period ID
Key Figure 1
P1
C1
November 2009
100
P1
C1
December 2009
230
P1
C1
January 2010
100
100
The Purge operation has deleted all key figure values prior to the specified Purge date or Period ID.
Note
You cannot delete time profile data.
When you specify the delete operation in the application, this clears all the key figure values for the records or values specified in the CSV file, and in the key
figure data files. When you load data into the system, you can specify in the application selection the stored key figures that you want to delete. You can load
the latest key figures by importing a new CSV file.
More Information
About Deleting Master Data
Inserting and Updating Key Figures
Note
Application job scheduling is provided by SAP NetWeaver job scheduling framework.
More Information
Scheduling Planning Operators
Scheduling Jobs
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Job Template
Administrator
Description
Data Monitor
Planning Run
You can schedule this job to start the data transfer from
SAP ERP. It configures table replication in the source
SAP ERP system and triggers the replication of those
tables to SAP Integrated Business Planning.
For more information, see Administering the Data
Transfer in the Administration Guide on SAP Help
Portal at http://help.sap.com/ibp61.
Note
You have the option of scheduling the job in either the IBP add-in for Microsoft Excel or in the Application Jobs app.
Regardless of where you schedule the job, you can monitor the job from Excel and in the Application Jobs app.
Job Templates for Planning Operator Types
Job Template Name
Description
ABC Operator
You can schedule this job to execute the ABC operator. This operator allows you
to categorize the values of a set of attributes into A, B or C categories based on the
values of a key figure defined on those attributes.
For more information, see the ABC Classification (ABC) Operator in the Planning
Operators section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.
Copy Operator
You can schedule this job to execute the Copy (COPY) operator. This operator
allows you to copy calculated values of one key figure to another key figure in the
same version (base or other) of a planning area.
For more information, see Copy (COPY) Operator in the Planning Operators section
of the Model Configuration Guide on SAP Help Portal at http://help.sap.com/ibp61.
You can schedule this job to execute the Copy Version operator. This operator
allows you to copy master data and key figures from one version of a planning area
to another.
For more information, see the Versions section of the Model Configuration Guide on
SAP Help Portal at http://help.sap.com/ibp61.
You can schedule this job to execute the Delete Version operator. This operator
allows you to delete master data and key figure values from a planning version.
For more information, see the Versions section of the Model Configuration Guide on
SAP Help Portal at http://help.sap.com/ibp61.
Disaggregation Operator
You can schedule this job to execute the Disaggregation (DISAGG) operator. This
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operator allows you to copy and disaggregate calculated values of one key figure to
another key figure in the same version (base or other) of a planning area.
For more information, see Disaggregation (DISAGG) Operator in the Planning
Operators section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.
Statistical Forecasting Operator
You can schedule this job to execute the Statistical Forecasting operator. This
operator allows you to run forecasting based on forecasting models.
For more information, see Running Statistical Forecasting and Statistical
Forecasting (IBPFORECAST) Operator in the Planning Operators section of the
Model Configuration Guide on SAP Help Portal at http://help.sap.com/ibp61.
Group Operator
You can schedule this job to execute the Group (GROUP) operator. This operator
allows you to define a group of planning operators that are executed in a single
batch job in a defined sequence.
Note
The Group operator cannot be transported with the Transport Model Entities
app.
For more information, see Group (GROUP) Operator in the Planning Operators
section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.
Inventory Optimization Operator
You can schedule this job to execute the Inventory Optimization (IO) operator. This
operator allows you to run inventory optimization for a given supply chain network.
For more information, see Using Inventory Optimization and Inventory Optimization
(IO) Operator in the Planning Operators section of the Model Configuration Guide
on SAP Help Portal at http://help.sap.com/ibp61.
You can schedule this job to execute the Purge Change History (PCH) operator.
This operator deletes all change history data that is older than a specified number
of days.
For more information, see Purge Change History Data (PCH) Operator in the
Planning Operators section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.
You can schedule this job to execute the Purge Key Figure Data (PURGE)
operator. This operator allows you to delete all key figure data that is older than a
specified time period.
For more information, see Purge Key Figure Data (PURGE) Operator in the
Planning Operators section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.
S&OP Operator
You can schedule this job to execute the S&OP Planning (SCM) operator. This
operator allows you to perform supply planning across the supply chain network.
For more information, see Supply Planning and S&OP (SCM) Operator in the
Planning Operators section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.
Snapshot Operator
You can schedule this job to execute the Snapshot operator. This operator allows
you to perform supply planning across the supply chain network.
For more information, see the Snapshots section of the Model Configuration Guide
on SAP Help Portal at http://help.sap.com/ibp61.
You can schedule this job to execute the Redo Snapshot operator. This operator
allows you to perform supply planning across the supply chain network.
For more information, see the Snapshots section of the Model Configuration Guide
on SAP Help Portal at http://help.sap.com/ibp61.
Explanation
Area
Examples of values:
Planning Operator Job Scheduling (for jobs scheduled from the
Application Jobs app)
XLSAD Job Scheduling (for jobs scheduled in Excel)
/IBP/RM (for jobs scheduled for response management)
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Subarea
Examples of values:
CVC_GEN
DATA_MONITOR
PLANNING_RUN
RULE_CONFIGURATION
User
Enter the user name of the person who initially published the log.
External ID
This is an additional optional field that allows you to further refine which logs the
system selects to delete. This could be, for example, the same as a job number
assigned to a particular job instance.
Note that once you enter any data in these fields, the system executes according to all of your entries. You can make one entry only in each field.
6. Click Check to validate the number of days you entered before executing the deletion job.
7. Once you are happy with the scheduling and criteria you entered, click Schedule and the job is saved and ready to run according to your settings.
Note
You can save your job as a template that you and other users can access to run other log deletion jobs in the system.
Just click
Template
Save As
. Enter a name for the new job template.
To make it available to other users as a job template, click the Share checkbox.
You and other users can then see it in the dropdown list under Job Template when you create a new job.
Analyzing the Results
1. To view the results of the job, go to the Application Jobs screen, where all the jobs are listed.
2. Click the Information icon in the Job column of the finished job to see the log messages.
This will take you to the Job Log screen where you can see all the job details and system messages related to the execution of your job. For example,
you can see the following information:
Timestamps for when the log deletion job began
Number of log headers found
Number of logs in total
Detected attachments
Timestamps for when the log deletion job finished
3. Click on any Error icons in the Job column to view the error messages and follow up accordingly.
More Information
Scheduling Jobs
Tile Groups
The tiles displayed on your launchpad home page are arranged into groups, with the group title displayed at the top of each group.
The set of tiles initially visible to you on the launchpad depends on the business catalogs assigned to the business roles that your business user is assigned
to. The business catalogs and the corresponding tile groups are delivered as part of SAP Integrated Business Planning.
You can rearrange the tiles within a group by dragging and dropping them, but you cannot add tiles or remove tiles from the groups.
Note
Contact your system administrator to request a change in the language settings for your business user.
In addition, the system language depends on the method used to log on as follows:
Logging on with a user certificate or single sign-on
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When a user certificate or single sign-on is used for authentication, the system does not offer language selection to the user and the first supported
language specified in the client is used as system language. If none of your preferred languages are supported, the language specified for your business
user is selected as system language.
Logging on with a user ID and password
You can choose your preferred language on the logon screen. The default language depends on the preferred language defined in the client. If the
system supports none of the preferred languages defined in the client, it uses English as default.
1.5.3.1 Analytics
The Analytics app gives you a detailed view of all reports and KPIs, and provides a chart creation tool. It enables you to customize how you display your
data (visualizations), whether in a chart, bar graph, or data set. You can create visualizations from various sources, including importing them from sales and
operations planning, from your company network, or from your items.
To display the Analytics app, click the corresponding tile on the launchpad.
The Analytics app allows you to do the following:
Query your data (filter)
Group your data to visualize it in a meaningful way
Save visualizations as charts to a library that you can easily add to your custom dashboards
Share your charts with other users or export them to a file
Note
By default, all charts and dashboards are public. You can make charts and dashboards private by changing the parameters on the Global Configuration
screen of the Configuration app. To make a chart or dashboard private, change the CHARTS PUBLIC parameter or the DASHBOARDS_PUBLIC parameter
to false. For more information about global configuration parameters, see the Model Configuration Guide on the Help Portal page for the current release of
SAP Integrated Business Planning.
User-defined scenarios are not available in Analytics .
Chart Type
Purpose
Comparison
Bar
Comparison
Column
Comparison
Comparison
Comparison
Choropleth
Comparison
Heat Map
Comparison
Geo Bubble
Trend
Line
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Trend
Trend
Combination
Trend
Bar/Column
Distribution
Stacked Bar/Column
Distribution
Pie
Distribution
Donut
Distribution
Network
Basic
Network
Highlighted
Network
SubNet
Launch the Analytics app by clicking the corresponding tile on the launchpad.
Click New Chart .
Select the Planning Area for the new chart from the Planning Area dropdown.
Select the key figures you want to track in the chart by clicking the + icon in the Key Figures area. You can select up to eight key figures per chart. To
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5.
6.
7.
8.
remove a key figure, click the icon next to each key figure. You can reorder the key figures by selecting and dragging the key figures to the desired
position. You can also re-sort key figures by clicking the Sorting icon next to the Key Figures selection.
Add dimensions to the chart by adding them to the Group By area. You can add multiple attributes.
To filter the selected data, use the Versions , Time Period , and Attributes dropdowns. Versions are user-defined scenarios.
Click Save to save your chart. To start over, click Clear All .
To view the chart, you can click the gears icon to configure data with units of measure (UOM). Click the table icon to view the data in a table format.
You can also click the chart icon to select the chart type for your selected data.
Note
You can also add charts to your dashboards from the Dashboard app. For more information, see Adding a Chart to a Dashboard from the Dashboard App.
Steps
1.
2.
3.
4.
5.
6.
7.
8.
9.
Launch the Analytics app by clicking the corresponding tile on the launchpad.
Click the name of the chart that you want to add to the dashboard.
Click Explore .
Select the planning area, key figures, and group by information you want to associate with the chart.
Click Save and select Save As from the drop-down list.
In the Save As dialog, enter a name and a description for the chart.
Select whether you want to apply time rolling to the chart.
Select the dashboard to which you want to add the chart.
Click Save . The chart is now displayed on your dashboard.
Steps
1.
2.
3.
4.
Launch the Analytics app by clicking the corresponding tile on the launchpad.
Click the name of the chart you want to share.
Click the Action icon.
From the Share options, select whether you want to share by users or user groups. A dialog appears displaying users and user groups you can select
to share the chart with.
Note
We recommend that you use a web browser such as Chrome to access the fully supported chart export to file features.
However, if you have Internet Explorer, right-click on the image and choose Save Picture as an SVG File .
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However, if you have Internet Explorer, right-click on the image and choose Save Picture as an SVG File .
Steps
1.
2.
3.
4.
Launch the Analytics app by clicking the corresponding tile on the launchpad.
Click the name of the chart you want to save to a file.
Click the Action (the arrow icon next to the Explore button).
Select whether you want to download the chart as a PDF, JPG, or PNG file.
Result
The file is saved to your browser.
Note
Network visualization does not visualize relationships or key figures related to Resources or Product Substitution. You cannot group by Time Periods.
Network visualization can be used to:
Validate data and topology Using master data inputs such as product, location, sourcing, and BOMs, you can use network visualization charts to
validate that the modeled supply chain network and the relationships between nodes accurately describes the actual supply chain. By filtering the data
on products, locations and other attributes of interest, you can validate subsets of the supply chain network as well.
Provide end-to-end supply chain visualization A graphical representation of the end-to-end supply chain shows an easy-to-navigate supply chain that
represents the complexity and flow of materials by displaying the relationships between stocking, manufacturing, suppliers, and customers. You can use
filters to simplify the visualization of the network to look at subnetworks such as demand, sourcing/distribution, or production, either independently or
together.
Visualize the distribution of different key figures across the supply chain You can use aheat map view of the visualization to understand how a key
figure, such as safety stock inventory, is distributed across each node of the supply chain network.
There are three network visualization chart types:
Basic Displays the location and amount of an item (the selected product ID) in the supply chain, including direction of inventory movement and the
type of location (supplier, plant, customer). Selected key figures are represented in the tooltips for nodes and arcs.
Highlighted Displays the Basic chart with a heatmap effect generated for the first selected key figure. The greater the amount at a location, the darker
the color of that location.
Product Network Expands the supply chain network from the Basic chart to include supply chain networks with transitive relationships related to the
product ID, including arcs and nodes for other products that share components with the product ID, or its children, or that are components along with the
product ID for its parent product.
Using network visualization charts and grouping by certain key figures, you can display the following types of supply chain networks:
Group By Combination
Distribution network
Component Network
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Note
The elements do not support drill-down functionality. Tooltips, rather than displaying grouping attributes like other analytics charts, display information
specific to the type of node selected.
The following table describes the elements of the network visualization chart:
Element
Description
The supplier/vendor icon denotes the origin of raw material (as opposed to
products) into the supply chain.
Supplier/Vendor
Processing/Manufacturing
The warehouse icon denotes a location in the supply chain where items (finished
goods or raw material) are stored. May be an originating or intermediary node.
Warehouse
The customer icon denotes the end-point for the supply chain, where products are
available to the customer.
Customer
The non-stocking icon denotes a location in the supply chain that does not hold any
inventory. For example, a production plant or a cross-dock.
Non-Stocking
The path icon denotes the direction and path items flow along in the supply chain.
Path
Note
When exported to PDF or JPG, custom icons are not used. The network is depicted using squares for the nodes. The exported graphic contains no legend.
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Steps
1.
2.
3.
4.
Note
For attribute filtering, you must select at least one product ID and a warning message displays if you do not. If you have specified a product ID filter,
you can also filter by other attributes. Only product, location, and customer filter matches are highlighted in the graph.
7. Click Save to save your chart. To start over, click Clear All .
8. To view the network, click the chart icon and select either Network Visualization basic, highlighted, or product network.
Note
Network elements that match the selected filters are highlighted in the network visualization chart.
Attributes
CUSTOMER
LOCATION
LOCATIONPRODUCT
LOCATIONFR
PRODUCT
PRODUCTIONSOURCEITM
SOURCECUSTGROUP
SOURCELOCATION
SOURCEPRODUCTION
COMPONENT
PRDFR (Key)
Attributes
CUSTOMER
CUSTGROUP
LOCATIONPRODUCT
STOCKINGNODETYPE, SERVICELEVELTYPE
SOURCECUSTGROUP
SOURCELOCATION
TDELIVERYTYPE
SOURCEPRODUCTION
PDELIVERYTYPE
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Planning Level
WKPRODLOCCUSTGROUP
WKPRODLOCSRC
SOURCEPRODUCTION: PDELIVERYTYPE
LOCATIONPRODUCT: STOCKINGNODETYPE, SERVICELEVELTYPE
WKPRODLOCCOMPSRC
SOURCEPRODUCTION: PDELIVERYTYPE
LOCATIONPRODUCT: STOCKINGNODETYPE, SERVICELEVELTYPE
Attributes
CUSTOMER
CUSTGROUP
LOCATIONPRODUCT
STOCKINGNODETYPE, SERVICELEVELTYPE
PRODUCTIONSOURCEITM
SOURCECUSTGROUP
SOURCELOCATION
SOURCEPRODUCTION
WKPRODLOCCUSTGROUP
WKPRODLOCSRC
WKPRODLOCCOMPSRC
1.5.6.2 Dashboard
You can use the Dashboard app to create and customize your own dashboards. Dashboards provide a way to organize the charts and processes that you are
most interested in, allowing convenient access.
You can view the following on your dashboards:
Charts created in the Analytics app
Process instances created in the Process Modeling app
Note
You can also add charts to your dashboards from the Analytics app. For more information, see Adding a Chart to a Dashboard from the Analytics
App.
4. Click Save .
5. In the Save Dashboard dialog, enter a name for the dashboard and click Save .
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Steps
1.
2.
3.
4.
5.
Launch the Dashboard app by clicking the corresponding tile on the launchpad.
Click the downwards arrow icon and select one of your dashboards from the drop-down list.
Click the Dashboard action icon.
Select whether you want to share by user or by user group.
Select the users or user groups you want to share the dashboard with and click Save .
Launch the Dashboard app by clicking the corresponding tile on the launchpad.
Click the downwards arrow icon and select one of your dashboards from the drop-down list.
Click the Dashboard actions icon and select Edit from the drop-down list. The Explorer screen appears.
Select a chart from the list and click Add to add it to the dashboard.
Once you have added all of the desired charts to your dashboard, click Save
In the Save Dashboard dialog, click Save . The application returns you to the initial screen, where the charts you have added are now displayed.
Note
You can also add charts to your dashboards from the Analytics app. For more information, see Adding a Chart to a Dashboard from the Analytics App.
Activities
Start the application by selecting Manage Forecast Models on the Fiori Launchpad. When the app opens, you can see the main screen, which contains a list
of all available forecast models and a section where you can manage the selection variants that you have saved, or create new variants.
To create a forecast model, use the Create button in the bottom-right corner of the screen and select the planning area for which your forecast model is to
apply. Note that you must add at least one forecasting step or preprocessing step to any new model before you can save it.
If you select the checkbox at the beginning of a line and click the Edit , Copy , or Delete button in the bottom-right corner, you can perform the
corresponding actions on the selected model. You can select more than one model for deletion if you wish.
To see the planning objects that a forecast model is assigned to, open the forecast model for editing and click the number in the upper-right corner of the
General tab page. You are then redirected to the Manage Forecast Models app, where the list of assignments is automatically filtered to the selected forecast
model. After checking the assignments, you can navigate back to the Assign Forecast Models app by clicking the name of the forecast model.
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Settings
You can use the Manage Forecast Models app to do the following:
Make general settings
On the General tab page, you can make settings that are valid for the entire model regardless of the algorithms you add to it.
For more information, see Time Settings.
Add preprocessing algorithms
On the Preprocessing Steps tab page, you can select algorithms that are used to solve possible issues in the time series data before the forecast is
calculated. The following types of issues may occur:
Some key figure values may be missing from the input data
The input data may contain unusual values (outliers)
For more information, see Preprocessing Steps.
Add forecasting algorithms
On the Forecasting Steps tab page, you can make settings that define how the system is to calculate the forecasts for the selected key figures.
Forecasts are calculated both for the past and for the future with the help of the algorithms you select on this tab page.
For more information, see Forecasting Steps.
Add error measures
On the Postprocessing Steps tab page, you can make settings for the steps that are performed by the system after forecasting. For example, you can
select methods for calculating error measures.
For more information, see Postprocessing Steps.
Note
Forecast models containing demand sensing algorithms are not available for assignment.
If you want to edit only one assignment, you can also call up the editing window by doubleclicking the name of the assigned forecast model or by selecting the
icon at the end of the row.
To delete an assignment, select the checkbox next to one or more planning objects in the list and click Delete Assignment .
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You can use filters to narrow the list of assignment on display; for example, you can filter for a specific product or location.
Filtering for forecast models will give you an inverse view of the assignments - instead of checking what forecast models are assigned to a set of planning
objects, you can check what planning objects a specific forecast model is assigned to.
Use variants
If you want to call up your set of filters later on, create a variant by clicking the arrow at the top of the screen and choosing Save . You can also rename your
variants or set one of them as the default variant that appears on the screen automatically when you open the app.
More Information
Manage Forecast Models
Share
Save as Tile
Monitor issues
On the left-hand side of the screen, you can see a list of all issues based on the alerts in the current subscription set. The details of each issue are displayed
in a chart or table, and you can find some further details on the Information tab page. The unit of measure used in the chart and the table is always identical
to the base unit of measure selected for the planning area in the Configuration app.
Ignore an issue
If you want to accept an issue temporarily, you can use the Ignore Issue button to remove it from the list temporarily. When you click the button, a new
window appears where you can enter the number of days after which you want the issue to appear in the list again. You can also use the slider for this
purpose.
To choose more than one issue for being ignored temporarily, click the Multi-Select button above the list of issues, and select the checkboxes next to the
relevant issues before clicking Ignore Issue... .
Save as tile
To save a tile for the alert subscription you are currently using, click the Share icon in the bottom-right corner of the main screen. If you select Save as Tile
from the list that appears, a tile for the alert subscription currently in use will appear on the Fiori Launchpad every time you open SAP Integrated Business
Planning.
More Information
Define and Subscribe to Custom Alerts
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1.5.6.4 Collaboration
SAP Jam integrates into SAP Integrated Business Planning to provide a collaborative decision-making solution that brings together the people, information,
and proven business approaches to drive fast and meaningful results. SAP Jam enables you to collaborate with other members of your team and to keep track
of your processes and process-related tasks.
You can use the Collaboration tile to access the SAP Jam home page, where you can view the home feed, enter status updates and access various
functions of SAP Jam, which enable a collaborative decision-making environment.
SAP Jam also allows you to create groups, which helps you discuss issues and share information with your colleagues, but which is also a prerequisite to
some of the functions provided with SAP Integrated Business Planning.
Note
You can also access SAP Jam from the IBP add-in for Microsoft Excel using the Collaboration button on the IBP tab in the ribbon, which opens the
SAP Jam home page in a new browser window. For more information about SAP Jam, see the SAP Jam User Guide on SAP Help Portal at
http://help.sap.com/sapjam
1.5.6.4.1 Feed
You can use the feed function of SAP Jam to view the up-to-date status of your processes, steps, and tasks. It allows you to keep track of the progress of
each process, without having to open each one individually to look for updates.
You can access the home feed on the SAP Jam home page, but you can also view and update information associated with a specific group in group feeds.
You can follow a process (activity or group) to receive status updates, which is useful when you participate in multiple activities or groups.
Note
You can also access SAP Jam from the IBP add-in for Microsoft Excel using the Collaboration button on the IBP tab. This opens the SAP Jam home
page in a new browser window.
For more information about using SAP Jam, see the SAP Jam User Guide on SAP Help Portal at http://help.sap.com/sapjam
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percent complete. The process owner can change the status using the drop-down list on the Process Steps widgets.
Responsibility
Description
Process Owner
Overall process
app.
This optional role reviews the information provided by
the process step participants. Reviewers are added to
the Jam group that corresponds to the process step, but
no tasks are assigned unless the reviewer is also a
process step participant
Process Owners need special authorization to perform their tasks in Process Modeling . For more information, see Identity and Access Management.
More Information
Add a Jam Group and invite participants in SAP Jam (not relevant if collaboration is SAP Jam User Guide
not enabled)
Create a process template and add steps to the template
Starting a Process
Steps
1.
2.
3.
4.
Launch the Process Modeling app by clicking the corresponding tile on the launchpad.
On the initial screen, click Templates then click Add in the Templates area.
On the Template Details screen, enter a name for the template and enter the names of the process owners.
In the Step area, enter the following details:
1. Name of the step. This is a name you create to identify the step.
2. Owners of the step. This is the name of the users who are responsible for the step. Process step owners plan and execute this step, including
starting, monitoring, and setting the process step to complete.
3. Participant group. This is the user group assigned to receive automated tasks when the process step status is changed to In-Progress . Users are
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More Information
Starting a Process
Creating Process Instances
Steps
1. Launch the Dashboard app by clicking the corresponding tile on the launchpad.
2. Select the desired process step displayed in the Process Steps widget.
3. From the Status dropdown, choose In Progress .
Step Result
This starts the process step. If you have collaboration enabled, tasks for the step are automatically created for the participants (one per participant). A
percentage complete bar displays in the widget, indicating the status of your process. If you do not have collaboration enabled, there will not be any
percentage complete displayed. The process step will be "In progress." You can now create process instances for this template. If you make changes
and start this process step again, a new instance of this process is created.
More Information
Creating Process Instances
Creating Process Templates and Process Steps
Prerequisites
You must have the appropriate authorization to create templates and process instances. For more information, see the Security Guide on the Help Portal page
for the current release of SAP Integrated Business Planning.
Before you create process instances, you must first create process templates and start the process.
Steps
1.
2.
3.
4.
5.
Launch the Process Modeling app from the corresponding tile on the launchpad.
On the initial screen, click Templates .
Select the template you want to use as a base for your process instance.
In the Steps area of the Template Details screen, add the process steps you want to use in your new instance.
Click Save & Create Instance . This creates a process instance with the specified process steps. Process instances are automatically displayed in the
Process Steps widgets in the Dashboard app.
More Information
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1.5.6.2 Dashboard
You can use the Dashboard app to create and customize your own dashboards. Dashboards provide a way to organize the charts and processes that you are
most interested in, allowing convenient access.
You can view the following on your dashboards:
Charts created in the Analytics app
Process instances created in the Process Modeling app
Note
You can also add charts to your dashboards from the Analytics app. For more information, see Adding a Chart to a Dashboard from the Analytics
App.
4. Click Save .
5. In the Save Dashboard dialog, enter a name for the dashboard and click Save .
Steps
1.
2.
3.
4.
5.
Launch the Dashboard app by clicking the corresponding tile on the launchpad.
Click the downwards arrow icon and select one of your dashboards from the drop-down list.
Click the Dashboard action icon.
Select whether you want to share by user or by user group.
Select the users or user groups you want to share the dashboard with and click Save .
Launch the Dashboard app by clicking the corresponding tile on the launchpad.
Click the downwards arrow icon and select one of your dashboards from the drop-down list.
Click the Dashboard actions icon and select Edit from the drop-down list. The Explorer screen appears.
Select a chart from the list and click Add to add it to the dashboard.
Once you have added all of the desired charts to your dashboard, click Save
In the Save Dashboard dialog, click Save . The application returns you to the initial screen, where the charts you have added are now displayed.
Note
You can also add charts to your dashboards from the Analytics app. For more information, see Adding a Chart to a Dashboard from the Analytics App.
1.5.8.2 Tasks
SAP Integrated Business Planning allows you to create and use the following types of tasks:
Process-related tasks
Tasks of this type are associated with process steps created in the Process Modeling app and they are generated in SAP Jam.
Case-related tasks
Case-related tasks are based on cases, which you can create in the Cases app.
You can use the Tasks app to do the following:
View and edit tasks
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You can view any of the tasks that you are associated with, including case-related tasks created from the Cases app and process-related tasks
created in SAP Jam (either from the Tasks app or directly in SAP Jam, using the Collaboration app).
If you select a case-related task from the list, the task is displayed on a master-detail screen, where you can edit the task. If you select a processrelated task, you are navigated to SAP Jam. You can edit the task there.
Create process-related tasks in SAP Jam
The tasks created from the Tasks app must be associated with a process and a process step. You cannot create case-related tasks from the Tasks
app.
Mark tasks as complete
You can mark tasks as compete by clicking the radio button next to the relevant item in the list of tasks. As a result, a strikethrough appears on the
task name, indicating that the task is done.
Note
You can also mark a case-related task as complete in the Cases app by clicking the radio button next to the task in the list of tasks assigned to
the case.
Note
You can also create tasks directly in SAP Jam, using the Collaboration tile.
Prerequisites
You have created a process and a process step in the Process Modeling app.
You have created user groups in SAP Jam (which you can access from the Collaboration tile).
Steps
1.
2.
3.
4.
5.
6.
7.
Launch the Tasks app by clicking the corresponding tile on the launchpad.
Click the + icon.
In the Add Task dialog, enter a name for the task.
Specify the process and process step that you want to assign the task to.
Enter the due date.
Specify the users to complete this task in the Assigned To field.
Click Create .
Step Result
1.5.6.4 Collaboration
SAP Jam integrates into SAP Integrated Business Planning to provide a collaborative decision-making solution that brings together the people, information,
and proven business approaches to drive fast and meaningful results. SAP Jam enables you to collaborate with other members of your team and to keep track
of your processes and process-related tasks.
You can use the Collaboration tile to access the SAP Jam home page, where you can view the home feed, enter status updates and access various
functions of SAP Jam, which enable a collaborative decision-making environment.
SAP Jam also allows you to create groups, which helps you discuss issues and share information with your colleagues, but which is also a prerequisite to
some of the functions provided with SAP Integrated Business Planning.
Note
You can also access SAP Jam from the IBP add-in for Microsoft Excel using the Collaboration button on the IBP tab in the ribbon, which opens the
SAP Jam home page in a new browser window. For more information about SAP Jam, see the SAP Jam User Guide on SAP Help Portal at
http://help.sap.com/sapjam
1.5.6.4.1 Feed
You can use the feed function of SAP Jam to view the up-to-date status of your processes, steps, and tasks. It allows you to keep track of the progress of
each process, without having to open each one individually to look for updates.
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You can access the home feed on the SAP Jam home page, but you can also view and update information associated with a specific group in group feeds.
You can follow a process (activity or group) to receive status updates, which is useful when you participate in multiple activities or groups.
Note
You can also access SAP Jam from the IBP add-in for Microsoft Excel using the Collaboration button on the IBP tab. This opens the SAP Jam home
page in a new browser window.
For more information about using SAP Jam, see the SAP Jam User Guide on SAP Help Portal at http://help.sap.com/sapjam
Example
For example, you can specify the threshold values for minimum stock levels in a particular location.
Based on these threshold values, the system analyzes the data on the fly and finds where the threshold values are reached. This enables you and your
colleagues to react quickly, before a supply chain situation becomes a problem.
The apps available for custom alerts include the following:
Define and Subscribe to Custom Alerts
Custom Alerts Overview
Monitor Custom Alerts
Custom alerts are generated by the system and visible to assigned users regarding important or critical supply chain situations. Information contained in the
custom alert allows users to analyze and measure the impact of unexpected situations on their business. Users can fine-tune the criteria for alerts to be
generated to mitigate issues in the supply chain. Custom alerts are linked to cases and tasks in SAP Supply Chain Control Tower, which facilitates the
tracking and resolution of supply chain problems.
More Information
Short-Term Forecasting
Note
Only alert definitions that have been subscribed to will generate alerts in the Monitor Custom Alerts app.
Share definitions and subscriptions with others users or user groups
Navigate directly from the definition to the monitor
Example
You define an alert that is to be triggered if the total customer demand exceeds a specific quantity threshold, for example: 50,000 pieces. You include some
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other metrics to measure the impact of the increased customer demand on your business: these metrics include, for example, the projected inventory quantity.
More Information
Creating Custom Alert Definitions
Procedure
1. In the Define and Subscribe to Custom Alerts app, enter a name and a description for your custom alert definition, then select the planning area that
you want to associate with the definition.
If you have a default planning area assigned to your user, you'll see it is already provided in the field. You can change the planning area if you wish and
the system automatically adjusts which key figures and analytics charts you can choose from in the rest of the custom alert definition.
Note
The Active checkbox is selected by default so that the new custom alert definition is activated when you save it.
If you do not want alerts to be triggered just yet, deselect the checkbox to deactivate the alert definition temporarily.
For more information about activating and deactivating alerts, see Reducing the Number of Alerts.
2. if you already defined a category in the Manage Categories app, select a category from the dropdown list.
Categories are optional and can help you group your alerts in a meaningful way in the Monitor Custom Alerts app.
For more information, see Categorizing Alerts.
3. Select a calculation level.
The calculation level specifies the level at which the data is aggregated.
For example, if you want to define an alert that gives a weekly overview of all product shortages across all your locations, you can select Location ID ,
Product ID , and Week .
4. Select a time horizon to specify within what time period you want to track this data.
Time horizons can be on a weekly, monthly, quarterly, and yearly basis, depending on the selected planning area.
Select the dates from and to that you want alerts to be triggered. If you want alerts to be calculated and triggered on a time-rolling basis, select the
Rolling checkbox. For more information about ensuring alerts continue to be calculated and triggered for your alert definition, see Dynamic Time
Horizons in Custom Alerts.
Enter the minimum number of consecutive periods if you want the system to generate just one alert when the rules and conditions have been met as
oppose to numerous alerts being triggered when thresholds are exceeded during a period. For more information about the field Minimum Consecutive
Periods , see Reducing the Number of Alerts.
5. Select the alert severity to help you and other users to prioritize the issues that need to be resolved.
Severity options are Low , Medium , and High .
6. Now you have defined all the basic information about the custom alert definition, go ahead with creating the rules, metrics, and subscriptions for the
definition, as well as sharing the definition with the relevant colleagues. For more information about how to complete those tasks, click on the links under
the section More Information below.
7. After you have completed all the relevant tasks, save the custom alert definition.
Your new custom alert definition appears in the Custom Alert Definitions list.
Additional Features
Copy Definition
You can copy an existing custom alert definition by clicking the Copy button. All the characteristics of the definition are copied except the subscriptions. The
new definition appears in Edit mode and you can save it as is or make changes before saving it.
Save as Tile
You can save a custom alert definition (with its subscriptions) as a tile on your launchpad to provide easy navigation back to the same information from your
launchpad.
More Information
Defining Rules to Trigger Alerts
Quantifying the Impact of Alert Conditions
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Dependencies
Categories are defined in the Manage Categories app. The category must be assigned to Custom Alerts to be able to assign new alert definitions to a
category.
Example
Examples of categories could be Inventory Shortage Alerts and Marketing Forecasting Alerts .
More Information
Categories
Dependencies
You can activate or deactivate definitions and subscriptions in edit mode.
You need to be the creator of the alert definition to be able to edit it.
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Once you have deactivated an alert definition or subscription, no alerts will be generated in the Monitor Custom Alerts app.
Conditions
You can set the condition that all rule groups (you must have at least one rule group) must be satisfied (default setting) or, if you have more than one rule
group, any or all groups must be satisfied for an alert to be triggered.
Within the rule group, you have individual rules (you must have at least one rule). You can set the condition that all the rules must be satisfied (default setting)
or, if you have more than one rule, any or all of the rules must be satisfied for an alert to be triggered.
Rule Types
You can define rules in either of the following ways:
Absolute: One key figure that is compared to a threshold value.
Percentage (%): Two key figures, where both are compared using a percentage value.
Operators
You can use the following operators:
= (is equal to)
< (is less than)
> (is greater than)
<= (is less than or equal to)
>= (is greater than or equal to)
<> (is not equal to)
is null
Null is used only to compare one key figure. For example, you create a rule as follows: Confirmed quantity
for which it finds for the confirmed quantity no values in the database. This is to differentiate between null and zero values.
Rule Groups
You can define individual rules and rule groups to create more sophisticated combinations of conditions and further refine the triggering of alerts. An alert will
be triggered when either all rule groups are satisfied or any rule group is satisfied. Within the rule group, a rule group is satisfied when either all rules are
satisfied or any rule is satisfied.
Example
For example, you could set up a rule that raises an alert if projected inventory shortage is greater than 100 pieces. In the case of the percentage value, you
set a key figure to be greater or less than a certain percentage of another key figure. For example, you could set up a rule that raises an alert if the projected
inventory shortage is greater than 10% of the actual inventory quantity. You must define at least one rule in order to save the alert definition. You can decide
whether all the rules must be satisfied or only one of the rules needs to be satisfied in order to trigger alerts.
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Definition/Subscription
Description
Units of measure
Definition
Currency
Definition
Definition
You select the chart that will display the values of the
key figures. It is used as the main chart to visualize the
alert in the Monitor Custom Alerts app and is a
mandatory field. Different chart types include, for
example, horizontal bar charts, vertical bar charts, and
pie charts.
Note
If you want to use a pie chart to visualize alerts, use
one key figure and one calculation level only.
Complementary charts
Metrics
Subscription
Period before/after
Subscription
Set the period before and after if you want to see more
periods displayed in the chart when you go to analyze
alerts in the monitor. The period before is the number of
periods you want to display the key figures values
before the alert is generated. The period after is the
number of periods you want to display the key figures
values after the alert is generated. You can use this
display option only if the calculation level contains a
time-based attribute such as a weekly time period.
Example:
Period Before = 2
Period After = 3
The alert period = week 5 in 2014.
The generated alert would also then show not only the
values of the key figures on week 5 but also in weeks 3,
4, 6, 7, and 8.
The advantage of using these periods before and after
is that you can see more clearly the trends that led to
the alert being triggered.
More Information
Chart Types
Note
If you decide to unshare a custom alert definition with a certain user or user group, all those users' subscriptions will be deleted.
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Example
User A creates a custom alert definition Alert A and shares it with user B. User B cannot modify alert A but is authorized to create a subscription based on
Alert A .
Choose the app Define and Subscribe to Custom Alerts in the launchpad.
Select the custom alert definition to which you want to subscribe from the list.
Click the Edit button to go into edit mode in the custom alert definition.
Click Add in the Subscriptions section of the UI.
A new screen opens called Custom Alert Subscription and allows you to create subscriptions to the custom alert definition from which you just
navigated.
5. Under Information , enter a name and a description for the subscription.
Note
The Active checkbox is selected by default so that the new custom alert subscription is activated when you save the definition. If you do not want
alerts to be triggered just yet, deselect the checkbox to deactivate the alert subscription temporarily. For more information about activating and
deactivating alerts, see Reducing the Number of Alerts.
6. Under Filter Attributes , select filters if you want to restrict the data that will be used to generate the alerts for your subscription. For example, you might
want to limit the alerts that will be generated to a specific location or product.
7. Under Display Options , enter the metrics in the order in which you would like to have them displayed to visualize your alerts in the Monitor Custom
Alerts app.
For more information, see Display Options for Custom Alerts.
8. Under Sharing , select users and user groups with whom you want to share the alert subscription.
For more information, see Sharing Custom Alerts
9. You can now either save or discard your entries as follows:
Click the Back to Definition button and your data for the subscription is saved once you click Save in the custom alert definition.
Click the Discard Changes button if you want to cancel all your entries.
Additional Features
Navigation from the Subscription to the Monitor
After you save the custom alert definition, you see the number of alerts for each subscription that will be generated when you go into the Monitor Custom
Alerts app. If you click on the number displayed in the Alerts column, the system will navigate directly to the Monitor Custom Alerts app and show only
these alerts that are generated for that subscription.
In addition, from the subscription screen you can click the Go to Monitor button to navigate directly to the monitor and view the alerts for that subscription.
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Purpose
You can use this app to view a summary of current alerts in the form of a bar chart. The alerts are clustered by subscriptions and either severity or category.
The overview allows you to visualize which alerts will be triggered if the Monitor Custom Alerts app is executed. You can use filters to prioritize which alerts
need to be processed first.
Features
Visualize Alerts in the Overview
The app displays in a bar chart the number of alerts (x axis) by subscription (y axis). If any subscriptions are restricted by the global setting in configuration for
the maximum number of alerts that can be displayed, you will see an asterisk (*) in front of the subscription name. In addition, the total number of alerts for all
your subscriptions and the distribution of those alerts by severity is displayed as information at the top of the details screen.
You can view the summary of alerts in a table by clicking on the Table icon.
You can use grouping options to view the alerts. By default, the app displays alerts grouped by Severity showing the number of high, medium, and low alerts.
However, you can choose to group by category or not group the alerts at all. To change the grouping, click on the Personalize icon and, in the Group By
pop-up, you can select Category as the criterion by which you want to group the alerts in the bar chart or None if you do not want any grouping at all.
Note
You can set a global configuration parameter to limit the number of alerts that are displayed in the Monitor Custom Alerts app: This global
configuration parameter ensures that alert definitions that generate many alerts do not impede performance when it is not feasible to review large
volumes of alerts in the UI. You can set the following parameter value in the Configuration UI under Manage Global Configurations :
Parameter Group : ANALYTICS
Parameter Name : MAX_ALERTS_PER_SUBSCRIPTION
Parameter Value : User configurable
In the Monitor Custom Alerts app, there is a warning icon in the Custom Alerts list to indicate which alert subscriptions have generated more alerts
than the maximum number of alerts allowed.
If you notice, there are actually fewer alerts than the number of alerts that is displayed on the tile of the launchpad it is because of the global
configuration setting. For example, if 228 was set as the maximum number of alerts for a subscription, the actual number of alerts could be 448 and
that is the number you'll see on the Monitor Custom Alerts tile in the launchpad. But when you go into the monitor, you'll see only 228.
In the Custom Alerts list, the information displayed about each alert includes the following:
Subscription name
The name and the value of the first key figure defined in the subscription
Calculation level used to aggregate the data
Severity (high, medium, low)
An icon, if the alert is linked to a case
2. In the header of the details section of the screen, you can see information about the alert as follows:
Description of the alert subscription
This is the description you or another user gave when creating the custom alert subscription. If the description is empty, then the name is
displayed.
Average
The value is an average of a key figure over a consecutive period. For example, if the consecutive period was set at three months in the custom
alert definition and the key figure value for the projected stock shortage is 149,990 USD, then this value displayed on the UI represents the
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3.
4.
5.
6.
Additional Features
Linking Cases
Click the Link Case button if you want to link the alert to a case.
You can facilitate the processing of the alert by linking it to an existing open case or creating a new case. A case is a folder of evidence for tracking and
managing supply chain problems. Linking a case to an alert helps you to track, manage, and resolve supply chain problems. If you want to create a new case
from the Monitor Custom Alerts app, you can select assignees as well as assigning a priority to the case to expedite resolving it. You can assign multiple
alerts to the same case.
Click the Unlink Case button to delete any cases you want from the alert.
If the alert is already linked to a case, you can see the Case tab displayed. It isn't visible until a case is linked.
Navigation to Analytics
Click the Go to Analytics button to navigate directly to the Analytics app in Explore mode.
There you can view the same main chart as in the Monitor Custom Alerts app. You can manipulate the chart display by adding key figures and filters. You
can then either save or discard the changes.
Save as Tile
From the monitor, you can save a custom alert as a tile on your launchpad to provide easy navigation back to the same alert data from your launchpad.
E-mailing Alerts
You can send an e-mail to colleagues. The e-mail contains a hyperlink they can click to view that specific custom alert along with the metrics for that alert.
You must have shared the custom alert definition with the user to whom you send the e-mail otherwise they cannot view the alert.
More Information
Searching, Sorting, and Filtering in Alerts
Case Management
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Sort
You can sort alert definitions in the Custom Alert Definitions list in ascending or descending order by the following criteria:
Creator
Definition Name
Severity
Planning Area
You can sort alerts in the Custom Alerts list in ascending or descending order by the following criteria:
Alert Subscription Name
Severity
Metric
Planning Area
Filter
You can filter alert definitions in the Custom Alert Definitions list by the following criteria:
Status
Creator
Severity
Planning Area
Category
You can reset the filter by clicking the Clear All Filters button on the Filter By: pop-up.
If you leave and return later to the app, it doesn't remember your filter criteria.
You can filter alerts in the Custom Alerts list by the following criteria:
Subscription Name
Severity
Planning Area
When you set a filter, information is displayed at the top of the Custom Alerts list. For example, Filtered by: Shortage of Material ABC . You can reset the
filter by clicking the Clear All Filters button on the Filter By: pop-up.
If you leave and return later to the app, it doesn't remember your filter criteria.
1.5.8.1 Cases
You can access the Cases app from the corresponding launchpad tile. You can use the app to do the following:
Create cases
You can create a new case using the + ( Create New Case ) icon. You can specify the status and priority of the case and assign users (case owners) to
the case.
View cases on a master-detail screen and view case history
To view the details of a case, select the case from the master list on the left hand side. You can then click the icons in the Case Details area of the
screen to display the alerts, case owners, or tasks associated with the case, or to view comments or the case history.
Add case owners to an existing case
You can assign additional users to cases by selecting the Case Owners icon in the Case Details area, and clicking the + icon.
Note
Only users associated with a case can add other users to that case.
Assign tasks to a case
For more information, see Creating a Case-Related Task.
Create comments to cases and case-related tasks
For more information, see Creating Comments to Cases and Case-Related Tasks.
Mark case-related tasks as complete
You can mark case-related tasks as compete by clicking the radio button next to the relevant item in the list of tasks. As a result, a strikethrough
appears on the task name, indicating that the task is done.
Note
Only case owners can assign tasks within a case.
You can create case-related tasks as follows:
1. Launch the Cases app by clicking the corresponding tile on the launchpad.
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2.
3.
4.
5.
6.
7.
Steps
1.
2.
3.
4.
Launch the Cases app by clicking the corresponding tile on the launchpad.
Select a case from the master list on the left hand side.
To add a comment to the case, click the Comments icon and enter your comment.
To add a comment to a task assigned to the case, click the Tasks icon, select the task from the list and click Show Comments . You can now enter
your comment.
1.5.8.2 Tasks
SAP Integrated Business Planning allows you to create and use the following types of tasks:
Process-related tasks
Tasks of this type are associated with process steps created in the Process Modeling app and they are generated in SAP Jam.
Case-related tasks
Case-related tasks are based on cases, which you can create in the Cases app.
You can use the Tasks app to do the following:
View and edit tasks
You can view any of the tasks that you are associated with, including case-related tasks created from the Cases app and process-related tasks
created in SAP Jam (either from the Tasks app or directly in SAP Jam, using the Collaboration app).
If you select a case-related task from the list, the task is displayed on a master-detail screen, where you can edit the task. If you select a processrelated task, you are navigated to SAP Jam. You can edit the task there.
Create process-related tasks in SAP Jam
The tasks created from the Tasks app must be associated with a process and a process step. You cannot create case-related tasks from the Tasks
app.
Mark tasks as complete
You can mark tasks as compete by clicking the radio button next to the relevant item in the list of tasks. As a result, a strikethrough appears on the
task name, indicating that the task is done.
Note
You can also mark a case-related task as complete in the Cases app by clicking the radio button next to the task in the list of tasks assigned to
the case.
Note
You can also create tasks directly in SAP Jam, using the Collaboration tile.
Prerequisites
You have created a process and a process step in the Process Modeling app.
You have created user groups in SAP Jam (which you can access from the Collaboration tile).
Steps
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1.
2.
3.
4.
5.
6.
7.
Launch the Tasks app by clicking the corresponding tile on the launchpad.
Click the + icon.
In the Add Task dialog, enter a name for the task.
Specify the process and process step that you want to assign the task to.
Enter the due date.
Specify the users to complete this task in the Assigned To field.
Click Create .
Step Result
1.5.9 Categories
Purpose
You can use the Manage Categories app to create your own method of organizing and working with cases and custom alerts. You define whatever categories
are most meaningful to you or your colleagues who are responsible for monitoring and resolving cases or custom alerts. Once you have defined these
categories, you assign them to either cases or custom alerts or both. You can then assign a category to the case or custom alert definition in the respective
app.
Activities
View Existing Categories
1. Click the tile Manage Categories in the SAP Fiori Launchpad.
2. Click Go to view any existing categories that have already been created in the system.
3. Click Personalize to do the following:
Change which columns are displayed in the table
Sort the categories
Filter the categories
Group the categories
4. Click the arrow down button beside the total number of categories to change the selection of categories that you want to view:
All
Custom Alerts
Cases
Change a Category
1. Select the category you want to change by clicking the relevant row in the table.
2. Click the Edit button.
3. Change the entries you need to under General Information and click Save .
Delete a Category
1. Select the category you want to delete by clicking the relevant row in the table.
2. Click the Edit button.
3. Click the Delete button in the overview of the category and click Save .
Note
You can view only the filters that you have created.
You can see in the details section of the UI all the filter criteria you defined for the filter as well as where you are already using the filter (for example, in
specific jobs or planning views).
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The filters you can create and manage in this app are basically the same as the saved filters you can set up in the IBP add-in for Microsoft Excel. For more
information about applying user-defined filters when scheduling planning operators, see the Model Configuration Guide under the section Planning Operators
at SAP Help Portal ( http://help.sap.com/ibp61 )
Or if you have only one planning area assigned to your user, the system proposes that planning area.
5. Define filter criteria by selecting one of the master data attributes (for example, Product ID or Customer ID) from the dropdown list, and using either of
the following operators:
Equal to
Not equal to
Then select values from the dropdown list.
Note
The values you can enter in the Filter Criteria section of the UI depend on the planning area selection. You can view only master data attributes that
belong to your assigned planning area or areas.
6. Continue adding criteria to your filter as needed to customize the subset of data you want to use for business planning purposes.
Example
You want to create a planning filter for your planning area SAP2015 . For the filter criteria, you select Customer from the dropdown list and Equal to as the
operator. You then select CompanyABC as the value using the input help. You click the + ( Add ) icon to add another attribute. For the second attribute you
select Buyer from the dropdown list and Not equal to as the operator. You then select CompanyXYZ as the value using the input help. You click the
Save button to save the new filter and it appears in the master list Planning Filters on the left side of the screen.
Note
You require authorization for the planning area on which the original filter is based to be able to make a copy of it.
If you change the planning area that is inherited from the original filter, you lose all the filter criteria and have to reenter them manually.
More Information
Filters in Planning Views
Scheduling Jobs
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You can view the change history in the Change History app, which you can access by clicking the corresponding tile from the launchpad. For more
information, see Viewing Change History).
Note
If the calculated key figure Revenue depends on two stored key figures, Price and Quantity , and these stored key figures are history-enabled,
then changes to Revenue are also captured. If only one of these stored key figures is history-enabled, then any changes tracked for Revenue are
incorrect. To record changes to calculated key figures accurately, all stored input key figures for the calculated key figure must be history-enabled.
For information about enabling the change history, see the Model Configuration guide.
Steps
1. Launch the Change History app by clicking the corresponding tile on the launchpad.
2. Select the Planning Area dropdown menu to display planning areas for which the change history has been enabled. Choose the planning area that you
want to view.
3. Use the Changes From and To fields to select the date range for which you want to display data changes.
4. From the Select Data filter, select at least one object type (key figures, attributes, time, versions, or reason codes).
Note the following:
The key figure filter list shows only stored key figures for which the history has been enabled, along with their dependent calculated key figures.
The attributes filter allows you to select any attributes and also filter for attribute values.
The time filter represents your planning horizon (that is, monthly, yearly, quarterly).
You can use a comma separated list of values to filter by attribute values and time periods.
5. Choose Run .
Step Result
The system displays your specified data changes in the Change History Results screen area. The changes are sorted based on the Change Date
field. You can use this function for key figures at any aggregated level.
You can use operators (such as >, <, >=, <=, and =) or numbers to filter the columns Prior Value , New Value , Difference , and Difference % . For
example, you can use> 10 to filter the Difference % column.
6. Choose Download to CSV to export your data changes to a CSV file.
7. Choose Edit View to modify the displayed data.
When you execute a data load and the data changes, the change appears in the Change History window with the Data Import reason code.
1.5.12 Favorites
The IBP add-in for Microsoft Excel allows you to save planning views of your choice as favorites. Creating favorites enables you to access your most
important planning views conveniently, and to share them with other users.
You can use the Favorites app to access your favorite planning views from the launchpad. The app displays a list of the favorites that you have created in
the IBP Excel add-in, or others have created and shared with you. A favorite appears in your list only if it was created in the planning area defined as your
default in the User Preferences app.
To open a favorite planning view, click its name in the list. The planning view is then downloaded as an offline Excel file. If you modify the file in the IBP Excel
add-in and want to upload your data to SAP Integrated Business Planning, log on using a connection for which your default planning area has been selected
and click Save Data .
Note
You can also view your favorites directly in the IBP Excel add-in, using the Favorites button in the Planning View group. Select the favorite that you
want to view from the drop-down list.
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Prerequisites
The system administrator has done the following:
Configured the planning model (for example, planning areas, master data, key figures, and calculations for key figures)
Integrated the required data into the system
Set up users and authorizations
For more information, see Administration.
Features
Installing the IBP Excel add-in
The IBP Excel add-in must be installed locally on your computer. You must set up the connection between Microsoft Excel and SAP Integrated
Business Planning. This will give you access to a specific system and planning area. You can then log on to the system and planning area you specified
as a connection in Microsoft Excel. For more information, see Installing the IBP Add-In for Microsoft Excel.
Defining planning views
A planning view is a user-defined data report in Microsoft Excel that allows you to view, edit, and share planning data stored in the database. For
example, if you perform capacity planning, you can define a planning view that allows you to compare the capacity load, required capacity, and available
capacity in particular locations on a monthly or quarterly basis. For more information, see Planning Views.
When you define planning views, we recommend that you use the available planning view templates. Templates are provided for capacity planning,
supply planning, sales forecast, consensus demand, and profit and loss, among others. For more information, see Planning View Templates.
Using planning views
In your planning views, you can do the following, for example:
Edit the data according to your requirements and save the changes to the database, for example, updated forecast quantities or changed unit
prices (see Using Planning Views)
Simulate different planning scenarios and save the changes to the database, or save the simulation as a user-defined scenario that can be shared
with other users (see Simulating Data and Creating User-Defined Scenarios)
Compare different versions in one planning view, for example, upside and downside (see Version Planning)
Note that changes to key figures can be recorded in the change history (see Change History).
Managing master data
You can make ad hoc changes to master data (see Managing Master Data).
Performing advanced planning and forecasting
If your company has implemented the relevant applications and you have the required permissions, you can perform advanced planning and forecasting
from the IBP Excel add-in, either in real time or as a scheduled job. SAP Integrated Business Planning includes sets of algorithms for supply planning,
inventory optimization, and statistical forecasting. You can also create snapshots of key figure values at a specific time in the past. For more
information, see Advanced Planning.
Prerequisites
You have administrator rights on the machine on which the IBP Excel add-in is to be installed.
You have the required permissions to download software from the SAP Service Marketplace, or from the location the system administrator has
configured.
If applicable, you have uninstalled the previous version of the IBP Excel add-in.
The software prerequisites for installing the IBP Excel add-in are fulfilled. You can find the list of prerequisites in SAP Note 2135948
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If the installation is successful, the IBP tab appears in the ribbon the next time you launch Microsoft Excel.
Next Steps
Create a connection to the relevant server (see Creating a Connection to the Server).
Prerequisites
You have administrator rights on the machine on which the IBP Excel add-in is to be installed.
You have the required permissions to download software from SAP Service Marketplace.
If applicable, you have uninstalled the previous version of the IBP Excel add-in from the users machine.
On the users computer, the software prerequisites for installing the IBP Excel add-in are fulfilled. You can find the list of prerequisites in SAP Note
2135948
Prerequisites
1. Install the EPM add-in 10.0, .Net Framework 4.0, Support Package 19 or higher.
2. Run the IBP_Add-In_SbS.exe installer.
3. In case you have several EPM-based Excel add-ins on your machine, specify a worksheet type for the worksheets to be able to work with any of the
add-ins installed.
Parallel Use
When using the IBP Excel add-in in parallel with other EPM-based Excel add-ins, you can switch between the functions of the EPM and the IBP tab by
specifying either IBP or EPM as the worksheet type. When you create an EPM report or an IBP planning view on a worksheet, you can no longer change the
worksheet type.
A workbook must contain worksheets either of the EPM or of the IBP worksheet type.
For more information, see Worksheet Types.
Standalone Installation
You can also use the IBP add-in for Microsoft Excel as a standalone installation. For this type of installation, run the IBP_Add-In.exe installer.
Note
In the standalone installation, the worksheet type is not available. Otherwise, the two installation types of the IBP Excel add-in provide an identical scope
of functionality for SAP Integrated Business Planning.
Steps
1. On the IBP tab in Microsoft Excel, choose Log On .
2. In the Logon dialog box, click the value help (...) for the Connection field.
3. In the Connection Manager dialog box, choose Create ... and create a connection as follows:
1. Enter a connection name of your choice.
2. Enter the server URL.
The server URL is provided by your system administrator.
Note
The default option of logging on to an SAP Integrated Business Planning system from the IBP Excel add-in is a SAML-based connection.
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The default option of logging on to an SAP Integrated Business Planning system from the IBP Excel add-in is a SAML-based connection.
When you log on to the system using this connection, you are redirected to an identity provider where you are asked to submit your
credentials. The identity provider then connects you to the service provider SAP Integrated Business Planning system.
Note
Since the IBP Excel add-in does not support proxy authentication, the proxy servers that you use must not require authentication to access
the server URL.
If the system landscape you work in supports direct logon single sign-on certificate, you can deselect the SAML-Based Connection checkbox in
the Connection Manager dialog box, select Client Certificate , and then choose a certificate. In this case, you dont have to provide your user
name and password every time you log on to SAP Integrated Business Planning from the IBP Excel add-in.
3. Either use the default planning area or enter a planning area.
If you need to look up the planning areas, log on with your launchpad credentials when prompted.
Note that a default planning area is available only if you have defined one in the User Preferences app, or the system administrator has defined a
system-wide default planning area.
4. Click OK .
4. In the Connection Manager dialog box, select your connection and choose Set As Default .
5. Add the domain that you specified for the server connection to your browsers trusted sites zone.
Example
In Microsoft Internet Explorer 10, you can add sites to your trusted sites zone by choosing
on the Security tab.
Tools
Internet Options
Note
When you define planning views, we strongly recommend that you use one of the available planning view templates. If you do not use a template, your
data will not be formatted.
Note
Do not use the Move or Copy function of Microsoft Excel to create a planning view by copying. The IBP Excel add-in will not recognize the sheet as a
planning view, and will omit it from the Edit View dialog.
However, the template administrator can copy an empty template sheet from an empty template, and then proceed as with the first sheet with
View
Without Template on Current Sheet
.
If you want to copy a sheet with a chart from an empty template, follow the instructions provided in SAP Note 1790530
New
Steps
1. Log on to your system, and open a workbook in Microsoft Excel.
2. In the Planning Views group, choose the arrow next to New View and select either From Template (which is the default option assigned to the New
View button) or Without Template on Current Sheet .
If you do not use a template and you click a particular cell in Microsoft Excel before you choose New View , the first value in the view will be inserted at
that location, provided there is space for the axes above and to the left. Leave some room for more columns and some empty rows for header
information, and click to put the focus on the cell where you want the data grid to start.
3. Select the version (the base version is used by default), and if you selected From Template , select the required template.
You can also specify a scenario (see Creating User-Defined Scenarios). In case the supply planning (SCM) operator is assigned to the planning area for
which you are creating the planning view, you can also specify the planning scope (see Supply Planning Algorithms).
If no templates are available, contact your system administrator.
Recommendation
We strongly recommend that you use an available template. If you do not use a template, your data will not be formatted.
4. Check the settings derived from the selected template, or if you are not using a template, make the required settings.
If you have selected a template with multiple views, you must check the settings for each view. If required, you can define different settings per view, for
example, different planning levels or key figures. If you change time and key figures in a template, note that any chart or key figure formatting in the
template may be affected.
You can make the following settings:
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Time
If you want the horizon to adjust automatically, select Yes under Rolling . The application then automatically adjusts the From and To values
each period.
Planning level
Key figures
In addition to selecting the required key figures, you can specify a conversion value (for example, currency or unit of measure). The system
administrator must configure the field name and the conversion in the model configuration.
Note
Before you run a simulation using a forecast model that requires conversion (such as unit of measure conversion or currency conversion), you
must specify a conversion value.
Layout
If you have the required authorization, you can change the axes (row or column) of key figures, attributes of levels, time periods, and versions.
Filter
If you create a planning view using a template, the template may have predefined filter criteria that are transferred to the planning view you create.
You can also save filters, and you can access them in the Planning Filters app as well. This enables you to reuse the same filter across all your
views and quickly switch between several predefined filters when working within one view. You can also reuse filters in other contexts, for
example, for copying versions, or for selected jobs that you trigger from the Advanced group (the availability of the filter depends on the algorithm
used for the job).
Alerts
To have the system format the cells associated with an alert, choose the alert calculation, key figure to highlight, color for highlighting, and, if
applicable, version and scenario. The system only offers alerts applicable to the key figures in your planning view. Check the alert overview on the
Alerts tab to find out which key figures are referenced by the alert that you want to use.
To show the alert on the alerts dashboard, the planning view must be a favorite. Enter a unique name for the alert, then update or add your
favorite.
Note
The IBP Excel add-in does not support alert key figures that are calculated at REQUEST level.
Caution
If you choose a template after making the above settings or if you choose a different template, the settings in the template will overwrite your
settings.
5. Choose OK .
Result
The system displays the latest data based on the template you selected or on the settings you made. If you did not use a template, you can adjust the
position of the planning view by adding or deleting rows or columns above or to the left of the planning view.
Note
If several unwanted rows are added to the view when you enter a formula adjacent to the data in the view and then refresh the view, deselect the Activate
Local Member Recognition checkbox. For more information, see EPM Sheet Options.
If you do not use a template to create a planning view, see Adding Column Headers to a Planning View and Creating a Header Section in Your Planning
View for information about adding columns and section headers to blank templates.
More Information
Filters in Planning Views
Planning Filters
Note
Model SAP1 has templates.
If you know that an attribute description has been changed in the configuration in the Web client, but the changed attribute description does not appear in the
templates or in your favorites in the IBP Excel add-in, try clearing the metadata cache. For more information, see Clearing the Metadata Cache.
If you want to transfer SAP standard templates to your planning area, see SAP Note 1790530
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Note
This procedure is not relevant if you use a template to create a planning view.
Steps
1. Open the relevant planning view in the IBP Excel add-in.
2. Starting from the column closest to the data grid (the rightmost column), enter =SOP_Heading1 and fill all column headers until you reach the edge of
your worksheet, increasing the number at the end of =SOP_Heading with each new column.
Note
This procedure is not relevant if you use a template to create a planning view.
Steps
1. Open the relevant planning view in the IBP add-in for Microsoft Excel.
2. Select and highlight the empty cells at the top of the planning view that you want to format as your header section.
3. Choose
Merge &Center
Merge Across
.
The selected cells are now merged.
4. Set the column width to 2 by selecting all merged cells and choosing
Format
Column Width
.
This is a workaround for an issue related to the auto-width feature for merged cells.
The IBP Excel add-in provides additional names that you can use for your headers. You can use the Microsoft Excel AutoComplete feature or the Name
Manager (found in the Defined Names group on the Formulas ribbon) to get an overview.
For example, some names depend on the implementation (all conversions, such as currency) or on the state of the worksheet (for example,
SOP_Favorite_Name and SOP_Template_Name are only created when the report is uploaded to the server). EPMUser() is a function provided by the
underlying EPM product.
5. Use the features on the Microsoft Excel Home ribbon to format your header text.
Note
You can have worksheets of the same worksheet type within a workbook.
You can change the worksheet type as long as you have not created an EPM report, or an IBP planning view on the given worksheet.
Sheet Options
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Note
Once you have created a planning view, the filters that were predefined in the template are not binding any more. You can apply any filter criteria you want
on the planning view.
If you choose a saved filter to filter your data in your planning view, the previously set filters are completely disregarded (it does not matter if their source
was the template or another saved filter), the system applies the newly selected filter only.
You can create filters in the Planning Filters app as well, and you can apply them as you apply any other saved filter.
, which contains an example template detailing how to use the named cells.
More Information
Planning Filters
Note
You can also view the favorites you have created or others have shared with you in the Favorites app, which you can access from the launchpad. For
more information, see Favorites.
When you share a favorite, the recipients can adjust the data in the shared favorite and save the changes to the database (for example, changed forecast
quantities or prices). However, note the following:
Although the recipients can adjust the settings (for example, display additional key figures), they cannot save these changes permanently by updating
the shared favorite.
If you share a favorite that has alerts, the alerts will not appear on the recipient's dashboard.
Recipients cannot share the favorite with other users. They can, however, save the shared workbook as their own favorite, which enables them to update
and share according to their requirements.
For security reasons, the system erases all figures when you share a favorite. When a recipient opens a shared favorite, the system checks if the
recipient has the required permissions before loading the figures.
If you have the appropriate authorizations, you can also create templates based on a planning view (see Planning View Templates). Templates can be viewed
by all users.
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