Unit 1: Introduction: Week 4: Collaborative Enterprise Planning

Week 4: Collaborative Enterprise Planning
Unit 1: Introduction
Introduction
Architecture
SAP Digital Boardroom 3rd Party Applications
BI Planning Predictive Application Design

Exploration Simulations, Guided Machine Discovery Custom App SDK
Stories Workflow, Allocations Advanced Analytics Extensions
Core Capabilies
Data
Visualization & Collaboration & Administration & Auditing &
Connectivity and
Stories Events Security Monitoring
Modeling
SAP Cloud Platform
Cloud Data Souces and On-Premise Data Souces

Applications and Applications
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2
Introduction
Overview of budgeting, planning, and forecasting
Vision
Budget
Salaries
Plan
Visualize and What should happen Marketing
Model
Forecast IT
Value
Travel
Reporting
What has happened
Today
Prediction
What could happen
Collaborative Enterprise Planning

DATA DATA
▪ Corporate Make strategic choices
▪ Finance Deliver bottom-line results
▪ Sales Drive top-line growth
Today Today ▪ Supply Chain Lower COGS

Introduction
Collaborative enterprise planning
Marketing
IT
Sales
Strategic &
Financial Plans Supply Chain
Human Resources
Link operational and financial planning Crowdsource plans and budgets

to improve alignment and performance across the organization to increase
engagement and accuracy
Introduction
Example of prebuilt content: financial planning and analysis for SAP S/4HANA
Analytical Planning Input

Reports Forms
BOC/DBR
Cost center
Live connectivity for financial dashboards
reporting and analysis KPI and financial
SAP S/4HANA1 Profit center
Cloud statement reports
New capabilities to
support enterprise Trend reports Balance sheet
planning requirements SAP Analytics
Variance reports
Cloud for Planning
(actual vs. plan, Currency rate
YOY)
Compensation
Reconciliation
SAP planning2
SuccessFactors
1. Planning for SAP S/4HANA on-premise is supported as of release 1809. Note, however, that not all prebuilt content is fully available with this release.
2. Workforce Planning for SAP S/4HANA Cloud and SAP SuccessFactors
Introduction
Content can be created/customized
▪ SAP Ariba
▪ SAP Concur Partner data and
▪ SAP Fieldglass benchmarks
▪ SAP SuccessFactors
Partner and customer

SAP native connectivity
connectivity
▪ SAP S/4HANA
▪ SAP BW
Your own data
▪ SAP BW/4HANA
▪ …
SAP Analytics Cloud
Introduction
SAP capabilities to support collaborative enterprise planning
▪ Rich modeling
▪ Full financial planning
Plan Simple
▪ Top-down or bottom-up planning
▪ Multi-model support
▪ What-if simulations
▪ Private versioning
▪ Driver-based planning
▪ Predictive forecasting
▪ Collaboration and cell commentary
▪ Workflow and task assignment
▪ Graphical allocations
▪ Performance reporting
▪ Excel integration

Introduction
Demo – Additional information
▪ Link: https://help.sap.com/viewer/product/SAP_ANALYTICS_CLOUD/
▪ Covers all related planning features
– Data entry
– Version management
– Data actions
– Calendar
– Predictive forecasting
– Data locking
– Currency conversions
– Value driver tree
– Allocation
▪ 13 videos and 22 sub pages

Introduction
Take away
▪ In this session, you got a basic explanation of how

Planning fits into SAP Analytics Cloud solution.
▪ In the next session, we will talk about creating
planning models.

Thank you.
Contact information:
open@sap.com
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Unit 2: Planning Models
Planning Models
Modeling
▪ Simplified user experience to create and

maintain models
− Dimensions and dimension members
− Properties and formulas
− Hierarchies
▪ Centralized model settings
− Currency conversion
− Data locking
− Authorizations
▪ Build planning models from a variety of data
sources provided by SAP Analytics Cloud

Planning Models
Dimension formulas
▪ Model formulas are re-usable in any story

▪ Rapidly evolving key words to build complex
calculations:
− Conditional logic
− Lookups/Links
▫ Inter-model
▫ Cross-model
▫ Attributes
▫ Dynamic time members
▪ Exception aggregation enhances formulas
− Counts,
− Min/Max,
− Averages, and
− Summations

Planning Models
Multi-currency
▪ Segregate out specific plan values by input

currency across any number of dimensions
▪ On-the-fly conversion of local currency or
transaction currency plan values to multiple
reporting currencies
▪ Report plan numbers based on different FX
rate versions to facilitate common currency
reporting

Planning Models
Data locking
▪ Lock data entry to any combination of

dimensions and specific dimension
elements
▪ Changes in lock state automatically
propagate up or down the hierarchy
▪ Can restrict changes to element owner
or the owner of an ascendant node

Planning Models
Security
▪ Can create read/write data access control

directly in the model or as a role
▪ Assigning members to team can streamline
authorization assignments
▪ Users can be assigned roles to control
application access within SAC

Planning Models
Demo BPC integration
Acquired (BPC Standard Model) Live (BPC Embedded Model)

▪ Extend BPC model dimensions and members ▪ Direct query consumption avoids data replication
▪ Schedule data imports and exports from model ▪ Leverage data directly from your back-end
▪ Leverage all planning capabilities within SAP system without additional modeling
Analytics Cloud ▪ Re-use existing data-level security concepts
implemented in the back-end system
Near Live (BPC Standard Model) ▪ Avoid large amounts of data transfer
▪ Dimensions and members identical to BPC
▪ Refresh data within the story’s version management
▪ Writeback executes default logic in BPC
▪ Delta updates available

Thank you.
open@sap.com
Follow all of SAP

warranty.
Unit 3: Planning Functions
Planning Functions
Private versions
▪ Create personal sandbox versions via drag

and drop
▪ Replicate entire versions or specific slices
▪ Share versions with specific users for
additional contribution/feedback
▪ Easily handle on-the-fly comparison of
public-to-public and public-to-private versions
▪ Publish private versions back to existing
public versions, or to new public versions

Planning Functions
Data entry
▪ Automatic data spread at any level, including

advanced capabilities to control weightings
▪ Adjust plan by +/- percentage or absolute values
▪ Lock cells and spread around locks
▪ Data entry available to calculated cells with
controlled application to underlying drivers
▪ Shortcut scaling characters to simplify input
▪ Automatic highlights of impacted and related cells

Planning Functions
Allocations
▪ Create allocation rules with multiple steps

▪ Visually configure multiple allocations rules per
step, including source elements, allocation
driver, and target elements
▪ Execute allocations against any version directly
from within your story
▪ When creating an allocation rule, users have the
option of keeping source values or simply
overwriting the target

Planning Functions
Predictive forecasting
▪ Review visual indicators of expected

best case/worst case forecast
▪ See forecasted projections change in
real time with underlying source data
updates
▪ Determine target time horizon for
projections and source time used for
projections

Planning Functions
Value driver tree
▪ Automatically generate VDTs based on

existing models
▪ Augment existing model data nodes with
VDT-specific year-on-year growth or other
driver-based nodes
▪ Enter data at any level and easily see the
impact of your changes

Planning Functions
Demo – In-plan master data collection
▪ Insert newly added elements into

appropriate hierarchies
▪ Add required attribute information for
newly created members
▪ Automatically infer data access rights
based on surrounding elements
▪ Products, New Hires, Capital
Expenditure, etc.

Thank you.
open@sap.com
Follow all of SAP

warranty.
Unit 4: Data Actions
Data Actions
Data actions and visual formulas
▪ Multi-step process management and

execution engine
▪ Chain as may steps together as necessary to
achieve your objective
▪ Capabilities include creation and execution of
− Batch data copy
− Advanced formula logic
▪ Execute processes based on action
button included in a story

Thank you.
open@sap.com
Follow all of SAP

warranty.
Unit 5: Collaboration
Collaboration
Discussions and cell comments
▪ Create discussion threads and invite colleagues

▪ Share stories, story-based models, and private versions with other users
▪ Enter and track specific data point comments within a table
− Date, time, and data value tracking with each comment
− Multiple comment threads available per cell
− Bubble-up indicator to highlight relevant
comments, which may not be visible based
on current filters

Collaboration
Calendar
▪ Calendar makes it easy to visualize a planning

process holistically
▪ Can view calendar as a Gantt chart to get a
better sense of the dependencies between
processes and tasks
▪ Can add calendar item to your home page to
make to-do items very accessible

Collaboration
Input tasks
▪ Use existing stories to generate a specific managed contribution process on-the-fly

▪ Selectively control which models and ownership dimensions within models are part of the input task
▪ In-process ability to reassign or forward responsibility to other users
▪ Submit, approve, and track the plan
via a hierarchical business process

Thank you.
open@sap.com
Follow all of SAP

warranty.

Unit 1: Introduction: Week 4: Collaborative Enterprise Planning

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Week 4: Collaborative Enterprise Planning

SAP Digital Boardroom 3rd Party Applications

BI Planning Predictive Application Design

SAP Cloud Platform

Cloud Data Souces and On-Premise Data Souces

Collaborative Enterprise Planning

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

Link operational and financial planning Crowdsource plans and budgets

Analytical Planning Input

Partner and customer

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8

▪ In this session, you got a basic explanation of how

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9

© 2019 SAP SE or an SAP affiliate company. All rights reserved.

▪ Simplified user experience to create and

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

▪ Model formulas are re-usable in any story

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

▪ Segregate out specific plan values by input

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

▪ Lock data entry to any combination of

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5

▪ Can create read/write data access control

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6

Acquired (BPC Standard Model) Live (BPC Embedded Model)

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

© 2019 SAP SE or an SAP affiliate company. All rights reserved.

▪ Create personal sandbox versions via drag

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

▪ Automatic data spread at any level, including

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

▪ Create allocation rules with multiple steps

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

▪ Review visual indicators of expected

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5

▪ Automatically generate VDTs based on

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6

▪ Insert newly added elements into

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

© 2019 SAP SE or an SAP affiliate company. All rights reserved.

▪ Multi-step process management and

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

© 2019 SAP SE or an SAP affiliate company. All rights reserved.

▪ Create discussion threads and invite colleagues

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

▪ Calendar makes it easy to visualize a planning

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

▪ Use existing stories to generate a specific managed contribution process on-the-fly

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

© 2019 SAP SE or an SAP affiliate company. All rights reserved.

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