SAC - Planning AdvanceD

ADVANCED PLANNING FEATURES IN SAP
ANALYTICS CLOUD
AIN372
Exercises / Solutions
Derek Johnson, Scott Godfree, Sead Pozderac, Jeanne
Bigonnet, Rajani A, Jitrandra Ghanta / SAP
AIN372
TABLE OF CONTENTS
BEFORE YOU START ............................................................................................................................................ 3

CHAPTER 1 CREATE STORY ............................................................................................................................... 4
Overview ................................................................................................................................................................. 4
Exercise 1.1 Save Template as Story .................................................................................................................. 4
Exercise 1.2 Headcount and Movement Table ................................................................................................... 7
Exercise 1.3 Employee Expense Summary ...................................................................................................... 14
Summary .............................................................................................................................................................. 17
CHAPTER 2 RESET SCENARIO ......................................................................................................................... 18
Overview ............................................................................................................................................................... 18
Exercise 2.1 Reset Scenario ............................................................................................................................... 18
Exercise 2.2 Movements ..................................................................................................................................... 22
Exercise 2.3 Seed Plan........................................................................................................................................ 25
Exercise 2.4 Execute Reset Scenario ................................................................................................................ 27
Summary .............................................................................................................................................................. 33
CHAPTER 3 CALCULATE HEADCOUNT & EXPENSES ................................................................................... 34
Overview ............................................................................................................................................................... 34
Exercise 3.1 Create Data Action Shell ............................................................................................................... 34
Exercise 3.2 Calculate Headcount ..................................................................................................................... 38
Exercise 3.3 Calculate Expenses ....................................................................................................................... 62
Exercise 3.4 Calculate Tax.................................................................................................................................. 84
Exercise 3.5 Execute HC & Expense Calculations .......................................................................................... 87
Summary ............................................................................................................................................................ 101
CHAPTER 4 CREATE OPERATING INCOME TABLE (OPTIONAL) ............................................................... 102
Overview ............................................................................................................................................................. 102
Exercise 4.1 Operating Income Table .............................................................................................................. 102
Summary ............................................................................................................................................................ 106
CHAPTER 5 TRANSFER COSTS (OPTIONAL) ................................................................................................ 107
Overview ............................................................................................................................................................. 107
Exercise 5.1 Create Data Action to Transfer Expenses to Operating Income Model ................................ 107
Exercise 5.2 Transfer Expenses ...................................................................................................................... 117
Summary ............................................................................................................................................................ 123
COPYRIGHT ....................................................................................................................................................... 124
INSTRUCTOR - SYSTEM CLEANUP ................................................................................................................ 125
Overview (2) ....................................................................................................................................................... 125
Exercise 1.1 Copy Objects and Review Models (2) ........................................................................................ 125
Summary (2) ....................................................................................................................................................... 130
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BEFORE YOU START

Due to time constraints during the Hands-on session, the participant will be expected to learn by doing. To maximize the participant's time, we have delivered a story with several tables/charts that are pre-
built. This is to help put context to the overall storyline. Also, we have created a public folder for each participant so that any planning changes will only occur in their model. Please use the models
correspondng to your participant number.
Chapter 1: Create Story

Estimated Duration: 30 minutes
Chapter 2: Reset Scenario

Chapter 3: Calculate Headcount and Expenses

Chapter 4: Create Operating Income Table (OPTIONAL)

Chapter 5: Transfer Costs (OPTIONAL)

System: https://teched3.eu10.sapanalytics.cloud
Your instructor will provide you a user ID and password for this system.
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CHAPTER 1 CREATE STORY
Overview
Estimated time: 30 minutes
Objective
In these exercises, we are going to configure the provided template to create the visualizations and tables used in our planning story.
Exercise Description
• Save template as a story
• Configure table showing headcount and movements for Sr. Account Managers in the Southeast
• Configure employee expense driver table used to calculate employee expense
Exercise 1.1 Save Template as Story
Explanation Screenshot
Step 1.1 1
1. Select the Main Menu/Browse/Files to open the location for the

exercise files.
In this Exercise, we are going to to open the story template and save
it as a new story.
Step 1.1 2
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2. Click Public to open the file folder.
Step 1.1 3
3. Click AIN372 to open the execise folder.
Step 1.1 4
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Open the file folder that corresponds to your id. You will be using the
objects stored in this folder for the rest of the exercise.
Step 1.1 5
4. Click Story .
Step 1.1 6
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5. Click Save As to save the file under a different name.
Step 1.1 7
6. Change the Title and Desciption for the story. Be sure to include
your participant id in the title. When you are done, click the Ok button
to save your story.
Use your participant number in place of the XX when you enter the
title.
Step 1.1 8
We have saved our template to the public folder at a specified

location. In the next exercise, we will continue to add additional
elements to our story around employee expenese planning.
Exercise 1.2 Headcount and Movement Table
Step 1.2 1
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1. Click .
Step 1.2 2
In this exercise, we are going to configure a table that will allow us to

plan headcount for 2020.
2. Click Designer.
Step 1.2 3
3. Click here to configure the table.
Step 1.2 4
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4. Click to change the data source.
Step 1.2 5
5. Click .
Step 1.2 6
6. Click .
Step 1.2 7
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7. Click to navigate to your participant folder.
Step 1.2 8
8. Click AIN372 to open the exercise folder.
Step 1.2 9
9. Find your folder by either using the scroll bars or entering a search
term.
Step 1.2 10
All participants have their own folder. It is important to access your

folder so your work does not affect another participant. Please ask
instructor if you are unclear what is your participant number.
You will be using the models contained in your folder for the rest of
the exercise.
10. Click on your participant folder that will contain the models you
are using for this exercise.
Step 1.2 11
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11. Click on the SACUSER_XXX_Employee_Expenses model,

where XXX is your participant number. It is important to select your
model in this step so you do not overwrite the results of another
participant when we start making planning changes.
Step 1.2 12
Configure the table as shown. When configuring Date, change the

hierarchy to Year/Month and then select 2020.
Please scroll object if necessary.
Step 1.2 13
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12. Click Date (1) so that we can adjust the hierarchial display of this
dimension in the table.
Step 1.2 14
13. Click Down .
Step 1.2 15
14. Move the toggle so that we will only see the leaves in the months
in the report.
15. Click .
Step 1.2 16
16. Click ... to open up the menu for the Movement dimension.
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Step 1.2 17
17. Select the entry Unbooked Data by clicking it. As we clear out
the data in the headcount planning table, this setting will keep the
structure of the data in place.
Step 1.2 18
18. Click the table's title and enter

Employee Headcount and Movements.
Step 1.2 19
19. Click .
Step 1.2 20
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20. Click to save your story.
Step 1.2 21
21. Click the Save button
Step 1.2 22
Exercise 1.3 Employee Expense Summary
step 1.3 1
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This chart will use the Employee Expense model.
In this exercise, we are going to configure a table that will show

calculated employee expenses in a waterfall chart.
1. Click .
step 1.3 2
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Please configure the chart object as shown. This is a waterfall chart.

The measures and filters will need to be set.
You may need to scroll on the picture to see all the configuration.
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step 1.3 3
2. Click title and enter Employee Expenses for 2020
3. Click Designer to close the panel
step 1.3 4
4. Click .
step 1.3 5
Summary
You have completed the exercise!
You are now able to:

• Configure a story template
• Configure story filters, time series visualizations and tables from multiple sources
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CHAPTER 2 RESET SCENARIO
Overview
Objective
In these exercises, we are going to create a data actions to delete data for future years, copy 2019 movements to 2020 and seed the 2020 opening headcount blaance.
• Create a Data Action with Advanced Formulas to delete to the prior plan
• Create aData Action Copy method to copy prior hear headcount movements
• Create a Data Action to seed the opening balance from last year's closing balance
• Add the Data Action to the story and execute it
Exercise 2.1 Reset Scenario
Step 2.1 1
In this Excercise, we will be creating a data action that will reset our
planning scenario. This will include deleting existing data, copying
prior hear heacount movement s and creating an opening balance.
1. Open the menu paths and click .
Step 2.1 2
2. Clear the field and enter a name like AIN372_XX_Reset_Plan,

where XX is your student number.
Step 2.1 3
3. Click to select
a data model for this Data Action.
Step 2.1 4
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4. Navigate the folder structure to your folder.
5. Click your Employee Expense model, where XX is your student

number.
Step 2.1 5
Step 2.1 6
6. Click to save the data action.
Step 2.1 7
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7. Click to create an Advanced Formula.
Step 2.1 8
8. Select and enter Delete Plan for the name of our new data action.
Step 2.1 9
9. Click to expand the Context area so we can add filters for the
Advanced Formula.
Step 2.1 10
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10. Click Add Filters .
Step 2.1 11
11. Click +Add Filters to add filters for Date and Account as shown.
Be sure to add the following accounts:

1. Tax
2. Hiring Cost
3. Car Allowances
4. Base Salary
5. Headcount
Step 2.1 12
12. Click .
Step 2.1 13
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13. Click Delete.
Step 2.1 14
14. Click .
Step 2.1 15
While there are many ways to delete parts of a plan in SAP Analytics
Cloud, the purpose of including this particular Advanced Formula is to
simply to draw attention to this capability.
Exercise 2.2 Movements
Step 2.2 1
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In this Exercise, we will be using a copy data action to copy

headcount movements ffrom 2019 to 2020.
1. Click to add a copy action.
Step 2.2 2
2. Clear the field adn then enter Copy Movements in the text box.
Step 2.2 3
3. Click +Add Filter to add filters for Version and Movement as

shown. For the Version, select a Member versus a Parameter
Step 2.2 4
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4. Click .
Step 2.2 5
5. Enter the data for the Dimension, From, and To fields as shown
and then select the check mark.
Step 2.2 6
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6. Click .
Step 2.2 7
Exercise 2.3 Seed Plan
Step 2.3 1
In this Exercise, we are going to create a copy action to copy the

movements from 2019 to 2020.
1. Click to create another Copy Action.
Step 2.3 2
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2. Click the text field and enter Opening Balance.
Step 2.3 3
3. Click +Add Filter and add Version and set the filter values to 2020
Plan
Step 2.3 4
4. Click .
Step 2.3 5
5. Create the Copy Rules as shown.
Based on the Copy Rules, we are taking the closing values for then
end of last year (2019) to populate the opening balance of the
subsequent year (2020).
Step 2.3 6
6. Click to save the data action.
Step 2.3 7
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Exercise 2.4 Execute Reset Scenario
Step 2.4 1
1. Open the main Menu/Browse to open the file structure so

we can open our story.
Step 2.4 2
2. Navigate to your participant folder.
3. Click your user story.
Step 2.4 3
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4. Click .
Step 2.4 4
5. Select the + menu item and then the Data Acion Trigger
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Step 2.4 5
6. Select the dropdown box for the Data Action and then select the
data action you just created.
As there may be many Data Actions in the system, you can locate
your by entering some of the first letters into the text box to filter the
list of available options.
Step 2.4 6
7. Configure the Target Version Input and Value as shown.
Step 2.4 7
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8. Clear the Name field.
Confirm your entry by pressing the Enter key.
Step 2.4 8
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9. Click .
Step 2.4 9
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May be necessary to move the Data Action as shown.
10. Click .
Step 2.4 10
11. Click .
Step 2.4 11
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12. Select the entry by clicking it.
Step 2.4 12
Our data action deleted the data for 2020 and then copied
hires/terminations from 2019 to 2020. In the next chapter of our
exercise, we will recalculate the headcount balances.
Summary
• Create prompts that can be used to streamline the execution of a data Action
• Create an Advanced formula with the Delete keyword
• Create an Copy Action to copy last year's headcount movements to next year
Create an Copy Action to copy last year's closing balance to next year's opening balance
Add a Data Action to a story and execute it
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CHAPTER 3 CALCULATE HEADCOUNT & EXPENSES
Overview
Objective
In these exercises, we are going to calculate opening and closing headcount values, employee expenses, which includes tax.
• Create an Advanced formula to calculate opening and closing headcount values taking movements into consideration.
• Calculate employee expenses based on the driver table stored
• Create an Advanced Formula to use a conditional statement for tax calculations to either use the value stored in the driver table or the value stored as an attribute in the model.
• Execute the Data Action in the Story
\
Exercise 3.1 Create Data Action Shell
Step 3.1 1
In this Exercise, we are going to create our next data action. As part
of this process, we are going to create some prompts that we will use
to pass information along to the individual steps.
1. From the main menu, select
Create/Process/
Step 3.1 2
2. Click .
Step 3.1 3
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3. Click Name text box and give it a name like AIN372_XXX_HC and
Expenses where XXX is your student number.
Step 3.1 4
4. Click .
Step 3.1 5
5. Navigate to the folder that contain your models that are used in this
exercise.
6. Select the Employee Expenses model.
Step 3.1 6
7. Click to save your Data Action.
Step 3.1 7
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8. Click . to a prompt for the data actions.
Step 3.1 8
9. Click .
Step 3.1 9
Make sure Level set to Leaf.
Prompts can be used to solicit input from a user for the scope of the
data action.
Please enter all the values shown in this picture.
10. Enter an ID and then configure this screen to match the picture
Step 3.1 10
11. Click .
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Step 3.1 11
12. Click .
Step 3.1 12
Make sure Level set to Leaf
Configure all the fields as shown
13. Enter a ID and configure every field shown in this picture.
Step 3.1 13
14. Click Done
Step 3.1 14
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15. Click .
Step 3.1 15
Exercise 3.2 Calculate Headcount
Step 3.2 1
In this Excercise, we are going to create an Advanced formula to

calculate the Opening and Closing headcount values.
1. Click to add an Advanced Fomula.
Step 3.2 2
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2. Clear the field. Enter Calculate Headcount as the name.
Step 3.2 3
For JobFamily and Entity, select the parameters that you previously
created.
3. Click to add filters and configure the context. Configure

as shown.
Step 3.2 4
4. Click .
Step 3.2 5
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5. Click the Repeat menu option so that we can loop over time to re-
calculate the opening and closing headcount balances.
Step 3.2 6
6. Click the Date box.
7. Click .
Step 3.2 7
8. Click area to add a formula.
Step 3.2 8
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9. Click Calculation.
Step 3.2 9
10. Click All.
Step 3.2 10
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11. Click .
Step 3.2 11
12. Click .
Step 3.2 12
13. Select Closing.
Step 3.2 13
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14. Click .
Step 3.2 14
15. Click .
Step 3.2 15
16. Click the + button.
Step 3.2 16
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17. Click Source Scope.
Step 3.2 17
18. Click All.
Step 3.2 18
19. Click .
Step 3.2 19
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20. Click .
Step 3.2 20
21. Select Opening.
Step 3.2 21
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22. Click .
Step 3.2 22
23. Click .
Step 3.2 23
24. Click .
Step 3.2 24
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25. Click .
Step 3.2 25
26. Click the edge of the frame.
Step 3.2 26
27. Click the + button
Step 3.2 27
28. Click Source Scope
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Step 3.2 28
29. Click All.
Step 3.2 29
30. Click .
Step 3.2 30
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31. Click .
Step 3.2 31
32. Select Hires.
Step 3.2 32
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33. Click .
Step 3.2 33
34. Click .
Step 3.2 34
35. Click the + button
Step 3.2 35
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36. Click Source Scope
Step 3.2 36
37. Click All
Step 3.2 37
38. Click .
Step 3.2 38
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39. Click .
Step 3.2 39
40. Select Terminations.
Step 3.2 40
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41. Click .
Step 3.2 41
42. Click .
Step 3.2 42
43. Click the + button to change the operator
Step 3.2 43
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44. Click the - menu item
Step 3.2 44
45. Click to add a calculation.
Step 3.2 45
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46. Click Calculation to create a calculation for the opening balance.
Step 3.2 46
47. Enter All in the box.
Step 3.2 47
48. Click .
Step 3.2 48
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49. Click .
Step 3.2 49
50. Select Opening.
51. Click OK
Step 3.2 50
52. Click .
Step 3.2 51
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53. Click to expand the hierarchy.
Step 3.2 52
54. Click
Step 3.2 53
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55. Select Next.
Step 3.2 54
56. Click .
Step 3.2 55
57. Click .
Step 3.2 56
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58. Click .
Step 3.2 57
59. Click All
Step 3.2 58
60. Click .
Step 3.2 59
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61. Click .
Step 3.2 60
62. Click Ok
63. Select Closing.
Step 3.2 61
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64. Click .
Step 3.2 62
65. Click .
Step 3.2 63
66. Click on .
Step 3.2 64
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If any changes are made to the script text, you will no longer be able
to view it visually.
67. Click .
Step 3.2 65
Exercise 3.3 Calculate Expenses
Step 3.3 1
In this Exercise, we are going to extend the data action with an

Advanced formula to calculate employee Expenses. We will use a
simple calculations where the rates are also stored in the model and
are visible in the report. For tax, we will use conditional logic to use
the rate provided in the prompt if the value is positive or the attribute
value if the prompt value is negative.
1. Click .
Step 3.3 2
2. Enter Calculate Expenses in the text box box.
Step 3.3 3
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3. Clict + Add Filters to configure the Context area as shown.
For the JobFamily and Entity, use the parameters we created at the
start of this chapter of the exercise.
4. Click .
Step 3.3 4
5. Click .
Step 3.3 5
6. Click .
Step 3.3 6
7. Click .
Step 3.3 7
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8. Click .
Step 3.3 8
9. Click .
Step 3.3 9
10. Click .
11. Click .
Step 3.3 10
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12. Click .
Step 3.3 11
13. Click .
Step 3.3 12
14. Click .
Step 3.3 13
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15. Click .
Step 3.3 14
16. Click .
Step 3.3 15
17. Click .
Step 3.3 16
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18. Click .
19. Click .
Step 3.3 17
20. Click .
Step 3.3 18
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21. Click .
Step 3.3 19
22. Click .
23. Click .
Step 3.3 20
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24. Click .
Step 3.3 21
25. Click here to activate the formula editor.
Step 3.3 22
26. Click .
Step 3.3 23
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27. Click .
Step 3.3 24
28. Click .
Step 3.3 25
29. Click .
Step 3.3 26
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30. Click .
Step 3.3 27
31. Click .
32. Click .
Step 3.3 28
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33. Click .
Step 3.3 29
34. Click .
Step 3.3 30
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35. Click > to expand the hierarchy.
36. Click to expand the quarter.
37. Click .
38. Click .
Step 3.3 31
39. Click .
The average monthly salary is stored in January 2020 for this

scenario.
Step 3.3 32
40. Click here to activated the formula editor
Step 3.3 33
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41. Click the + to change the math operator.
Step 3.3 34
42. Click .
Step 3.3 35
43. Click to copy the calculation.
Step 3.3 36
44. Click to copy the calculation.
Step 3.3 37
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45. Click to collapse the context area.
Step 3.3 38
46. Click .
Step 3.3 39
47. Click to change the account for this calculation.
Step 3.3 40
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Step 3.3 41
49. Click .
Step 3.3 42
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50. Click .
Step 3.3 43
51. Click .
Step 3.3 44
52. Click Average Salary to change the filter.
Step 3.3 45
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53. Click .
Step 3.3 46
54. Click .
Step 3.3 47
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55. Click .
Step 3.3 48
56. Click .
Step 3.3 49
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57. Click .
Step 3.3 50
58. Click .
Step 3.3 51
Step 3.3 52
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60. Click .
Step 3.3 53
61. Click .
Step 3.3 54
62. Click .
Step 3.3 55
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63. Click .
Step 3.3 56
64. Click .
Step 3.3 57
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65. Click .
Step 3.3 58
66. Click .
Step 3.3 59
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67. Click .
Step 3.3 60
68. Click Save.
Exercise 3.4 Calculate Tax
Step 3.4 1
In this Exercise, we are going to create a special calculation for

taxes. We will ask the user to enter a rate and use the rate if it is
positive or use the tax rate stored as an attribute of the entity if the
value is negative.
Script will look like:

IF (%Tax_Rate% <0)THEN
DATA([d/Account] = "TAX") =
ATTRIBUTE([d/ENTITY].[p/Tax_Rate])*(RESULTLOOKUP([d/Accoun
t] = "BASE_SALARY"))
ELSEIF(%Tax_Rate%>= 0) THEN
DATA([d/Account] = "TAX") = %Tax_Rate% *
RESULTLOOKUP([d/Account]="BASE_SALARY")
ENDIF
1. Click .
Step 3.4 2
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2. Click .
Step 3.4 3
3. Click on the ID and enter Tax_Rate. Contine configuring the

parameter as shown. You can click Done in the lower right corner of
the screen when done.
Step 3.4 4
4. Click to add an Advanced Formula.
Step 3.4 5
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5. Clear the Namefield and enter Calculate Tax.
Step 3.4 6
6. Click to expand the Context area.
Step 3.4 7
7. Click + Add Filters and configure the Context as shown.
Step 3.4 8
8. Click Script to see and edit the underlying code. We are going to
write a simple script to prompt a user for a tax rate and use the
attribute value for the calculation if the number is negative or the
inputed rate if the number is positive.
The script is case sensitive. Use ctrl-space to lookup values.
Notice the use of the Attribute keyword. This is used to read an

attribute values stored as master data in our employee expense
model.
Remember to press save when you are done entering your formula.
9. Enter
Step 3.4 9
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Exercise 3.5 Execute HC & Expense Calculations
Step 3.5 1
In this Exercise, we are going to make some changes to the plan and
then execute the data action to recalculate headcount and employee
expenses.
1. Click .
Step 3.5 2
2. Click .
3. Click .
Step 3.5 3
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4. Navigate to the file structure you are using for this exercise.
5. Click SACUSER_0XX_Planning to open your story, which XX is

your participant ID.
Step 3.5 4
6. Click .
Step 3.5 5
7. Click .
Step 3.5 6
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Step 3.5 7
9. Click the Data Action button to open a dropdown list.
Step 3.5 8
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Step 3.5 9
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11. Select the entry by clicking it. You

cabn use the search function to help find it as well.
Step 3.5 10
12. Click the Input button to open a dropdown list.
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Step 3.5 11
Step 3.5 12
14. Click to open a dropdown list.
Step 3.5 14
15. Expand the hierarchy for Enterprise and United States and Click
.
16. Click .
Step 3.5 15
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17. Clear the Value field.
Step 3.5 16
Step 3.5 17
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Step 3.5 18
Step 3.5 19
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Step 3.5 20
22. Click .
Step 3.5 21
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23. Click to open a dropdown list.
Step 3.5 22
24. Click .
25. Click
2020 Plan
Step 3.5 23
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26. Clear the Name field and enter Recalculate HC & Expenses.
Step 3.5 24
27. Click .
Step 3.5 25
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28. Add 100 into the Hires cell for January
Step 3.5 26
29. Select the Allocated Values menu item and then click
Distribute.
Step 3.5 27
30. Click Date from the dropdown box.
Step 3.5 28
31. Enter the values as shown for February, March and April.
32. Click Distribute to exexecute the function.
Step 3.5 29
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Step 3.5 30
33. Assuming we have put in some policies to address attrition, we

can lower the attrition values for Q4 of 2020.
Step 3.5 31
34. Click .
Step 3.5 32
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35. Clear the Tax_Rate field and enter a value in the prompt like 0.3.
36. Click .
Step 3.5 33
This is what your headcount values should look like at this stage.
Also note the tax rate in the chart. We are going to re-execute this
data action using the tax rate stored as an attribute of the entity
dimension.
Step 3.5 34
As the tax rate was positive, the data action calculation will use this
rate to calculate taxes. We will run this data action again, but enter a
negative value as a tax rate so the attribute value will be used in the
calculation.
37. Click .
Step 3.5 35
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38. Clear the existingTax_Ratevalue and enter a negative rate like -

0.11.
39. Click .
Step 3.5 36
You should see the tax rate change with the last execution fo the
Data Action as a negative rate means we will pull in a default value
from the master data table for Entity where we are storing a tax rate
as an attribute.
Step 3.5 37
40. Click
Step 3.5 38
Summary

• Create Advanced Formulas to calculate values like opening and closing headcount balances.
• Use dynamic time offsettting in visual formulas
• Create Advanced Formulas to calcculate values from values stored in the value or from master data attributes
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CHAPTER 4 CREATE OPERATING INCOME TABLE (OPTIONAL)
Overview
Objective
In this exercises, we are going to configure the last table that will be used in our exercise. This table wll be used to show the movements of the employee expenes to the operating income model
• Configure Operating Income table that will be used to store the calculated employee expensesIn this chapter, we are going to configure the provided template to create the visualizations and
tables used in our planning story.
Exercise 4.1 Operating Income Table
Step 4.1 1
In this Exercise, we will be creating an table to show the Operating

Income with a blank line for Employee Expenses.
1. Click here to configure the table.
Step 4.1 2
2. Click Change primary model .
Step 4.1 3
3. Click .
Step 4.1 4
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4. Click Select other model... .
Step 4.1 5
5. Navigate to your exercise folder and select the Operating Income

model.
Step 4.1 6
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Configure the table as shown. Please scoll on the picture to see all
the configuration for the table.
Step 4.1 7
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6. Open the menu for the Account dimension and select Unbooked
Data. This will allow us to see a item in the Operating Income table
for Employee Expenses, which is empty.
7. Click Designer to close the design pane.
Step 4.1 8
Change the title of the table and expand the time and account
hierarchies.
Step 4.1 9
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8. Click .
Step 4.1 10
Summary

• Feel good that this is the last table to configure in this exercise.
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CHAPTER 5 TRANSFER COSTS (OPTIONAL)
Overview
Objective
In these exercises, we are going to take the employee expenses we calculated in the previous changeer and copy them to the Operating Income model.
• Create a Data Action with a Cross Model Copy action to copy data from the Employee Expense Model to the Operating Income Model.
• Execute the Data Action in the story.
Exercise 5.1 Create Data Action to Transfer Expenses to Operating Income Model
Step 5.1 1
In this exercise, we are going to create a data action to transfer our

calculated employee expenses to our operating income model.
1. Click .
2. Click
3. Click .
4. Click .
Step 5.1 2
5. Click to save your planning changes.
Step 5.1 3
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6. Click .
Step 5.1 4
7. Navigate to your file folder and select your Operating Income

model.
Step 5.1 5
8. Clear the field and enter AIN372_XX Transfer Expenses, where

XX is your student number.
Step 5.1 6
9. Click to save the Data Acton.
Step 5.1 7
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10. Click to create a Cross-Model Copy Action.
Step 5.1 8
11. Clear the name field and then enter Transfer Expenses.
Step 5.1 9
12. Click .
Step 5.1 10
13. Navigate to your participant folder and select your Employee

Expene model. This is the model that contains all the headcount
changes and employee expense calculations we did earlier in this
exercise.
Step 5.1 11
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14. Click .
Step 5.1 12
16. Select 2020 Plan.
Step 5.1 13
17. Click .
Step 5.1 14
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18. Click .
Step 5.1 15
19. Click .
20. Click .
Step 5.1 16
21. Click .
Step 5.1 17
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22. Click .
Step 5.1 18
23. Click .
24. Click .
Step 5.1 19
25. Click on .
Step 5.1 20
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26. Click .
Step 5.1 21
27. Click .
Step 5.1 22
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28. Click .
Step 5.1 23
29. Select Total Cost.
30. Click .
Step 5.1 24
31. Click .
Step 5.1 25
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32. Expand hierarchy and click .
Step 5.1 26
33. Click .
Step 5.1 27
34. Click .
Step 5.1 28
35. Drag .
36. Drop on .
Step 5.1 29
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37. Click .
Step 5.1 30
38. Select No Product.
39. Click .
Step 5.1 31
40. Click .
Step 5.1 32
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Exercise 5.2 Transfer Expenses
Step 5.2 1
1. Select the main menu and then then Home by clicking it.
Step 5.2 2
2. Click your user story that you have been working with in this
exercise...
Step 5.2 3
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3. Click .
Step 5.2 4
4. Click .
Step 5.2 5
5. Select the entry
by clicking it.
Step 5.2 6
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Step 5.2 7
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Step 5.2 8
8. Enter Transfer Expenses for the name.
Step 5.2 9
9. Click Designer.
Step 5.2 10
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10. Click to run the Transfer Expenses data action.
Step 5.2 11
11. Click Input Help Select the version to run the Data Action
on to open a dropdown list with valid values.
Step 5.2 12
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12. Select Plan 2020.
13. Click .
Step 5.2 13
14. Click .
Step 5.2 14
After the data action executes, you should now see your employee
expenses transferred to your Operating Income model.
15. Click .
Step 5.2 15
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16. Click Save.
Step 5.2 16
Summary

• Create a cross model copy function to copy data from one model to another model.
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COPYRIGHT
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No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other
software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies
shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the
express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
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See https://www.sap.com/copyright for additional trademark information and notices.
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INSTRUCTOR - SYSTEM CLEANUP
Overview (2)
Objective
In this exercise, we will copy the models and template used for the hands-on exercise. We will then review the employee expense model as this model will be used extensively in the exercise.
• Copy models and story template used in the exercise.
Exercise 1.1 Copy Objects and Review Models (2)
Step 1.1 1
In this exercise, we are going to copy the models and story that are
going to be used in this exercise. These items will be stored in the
participants folder. It is important to use the story we are copying and
have the tables/charts use the models copied as well. This will make
your instructor and fellow participants happier.
1. Click to open the main menu as the first step of navigating

to the content that will be used for the entire exercise.
Step 1.1 2
2. Click .
Step 1.1 3
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3. Click .
Step 1.1 4
4. Click .
Step 1.1 5
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5. Click to open the folders on the

public area.
Step 1.1 6
Make sure you copy the files and use your copied files throughout the
exercise. Failure to do so will ruin the experience for others.
6. Click to copy all files in the folder
Step 1.1 7
7. Click as the first step to copy these files to your private work
area.
Step 1.1 8
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8. Click to open your personal work area.
Step 1.1 9
9. Click .
Step 1.1 10
10. Enter
in the AIN372_XX box. Where XX is your student number.
Step 1.1 11
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11. Click .
Step 1.1 12
12. Click , where XX is

your student number.
Step 1.1 13
13. Click .
Step 1.1 14
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14. Click to open the folder that was used

to save exercise objects.
Once you save these objects to your personal workspace, you will be
the only one with access to these items. This means any changes
you make to the data in the model, will only impact yourself.
Step 1.1 15
15. Click to open your

personal workspace. Note that going forward, anytime we see an XX,
it should be your student number.
Step 1.1 16
Summary (2)

• Copy models and story templates to your personal folder
15.
Click .
130

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ADVANCED PLANNING FEATURES IN SAP

BEFORE YOU START ............................................................................................................................................ 3

BEFORE YOU START

Chapter 1: Create Story

Chapter 2: Reset Scenario

Chapter 3: Calculate Headcount and Expenses

Chapter 4: Create Operating Income Table (OPTIONAL)

Chapter 5: Transfer Costs (OPTIONAL)

CHAPTER 1 CREATE STORY

Exercise 1.1 Save Template as Story

1. Select the Main Menu/Browse/Files to open the location for the

2. Click Public to open the file folder.

3. Click AIN372 to open the execise folder.

5. Click Save As to save the file under a different name.

We have saved our template to the public folder at a specified

Exercise 1.2 Headcount and Movement Table

In this exercise, we are going to configure a table that will allow us to

3. Click here to configure the table.

4. Click to change the data source.

7. Click to navigate to your participant folder.

8. Click AIN372 to open the exercise folder.

All participants have their own folder. It is important to access your

11. Click on the SACUSER_XXX_Employee_Expenses model,

Configure the table as shown. When configuring Date, change the

Please scroll object if necessary.

13. Click Down .

18. Click the table's title and enter

20. Click to save your story.

21. Click the Save button

Exercise 1.3 Employee Expense Summary

This chart will use the Employee Expense model.

In this exercise, we are going to configure a table that will show

Please configure the chart object as shown. This is a waterfall chart.

2. Click title and enter Employee Expenses for 2020

3. Click Designer to close the panel

You are now able to:

CHAPTER 2 RESET SCENARIO

Exercise 2.1 Reset Scenario

1. Open the menu paths and click .

2. Clear the field and enter a name like AIN372_XX_Reset_Plan,

4. Navigate the folder structure to your folder.

5. Click your Employee Expense model, where XX is your student

6. Click to save the data action.

7. Click to create an Advanced Formula.

10. Click Add Filters .

Be sure to add the following accounts:

13. Click Delete.

Exercise 2.2 Movements

In this Exercise, we will be using a copy data action to copy

1. Click to add a copy action.

3. Click +Add Filter to add filters for Version and Movement as

Exercise 2.3 Seed Plan

In this Exercise, we are going to create a copy action to copy the

1. Click to create another Copy Action.

2. Click the text field and enter Opening Balance.

5. Create the Copy Rules as shown.

6. Click to save the data action.

Exercise 2.4 Execute Reset Scenario