fin2008 vladi tips and tricks for building a web-based planning application

8/9/2019 FIN2008 Vladi Tips and Tricks for Building a Web-Based Planning Application

1/56

2008 Wellesley Information Services. All rights reserved.

Tips and Tricks forBuilding a Web-BasedPlanning Applicationin SAP NetWeaver BIIntegrated Planning

Anna VladiLAZAR Consultants


2/56

11

What Wel l Cover

Creating planning applications aimed at the business

Creating real-time InfoCubes

Building the planning model

Developing the planning application in WAD

Deploying your planning Web Appl ication Wrap-up


3/56

Overview of Planning Applications

Planning applications are SAP NetWeaver BI applications that

are based on a planning model. Power users combine the objectsof the planning model into an interactive planning application thatallows data to be entered and changed automatically or manuallyby users.

2

BEx Query

Designer


4/56

Planning Model Objects Include

InfoProviders that contain data

Aggregation levels as InfoProviders that provide a set ofdata with a particular level of granularity for data entry

and change

Input-ready queries that allow you to make manualentries for the aggregation level

Planning functions that allow automated changes to be

made to data in the aggregation level, and therefore

model a part of the data flow

3


5/56

Planning Tools

In addit ion, planning sequences can belong to the

planning model Tools are available for creating planning scenarios.

These tools are also used in report ing scenarios.

For Excel-based planning applications: BEx Analyzer

For Web-based planning applications: BEx Web Application

Designer

4


6/56

Example

The two InfoCubes (at the

bottom) contain the samecharacterist ics, and have at least

one common key figure; the only

dif ference is the key figure Year.

One of the characteristics is

Country. This has to be included

in the query.

This graphic shows how the

objects in the planning model are

related.

5


7/566

Starting Point

Is this you?

Budget Planning

Tool Set A

Tool Set B

Revenue Planning

Tool Set C

Tool Set D


8/56

Benefits of BI Integrated Planning

Enhanced user productivity

Faster implementation and lower maintenance costs

Better performance

Business user friendly

7


9/56

BPS vs. BI Integrated Planning

Planning level has been replaced by aggregation level,

and packages have been replaced by filters

Source: SAP 8


10/569

Example of the Planning Model

Source: SAP


11/56

BI Integrated Planning as a Part of SAP NetWeaver BI

Planning can be Web-enabled by using the new Planning

Wizard in SAP NetWeaver BI 7.0 IP

10


12/56

Common Points of Diff iculty/Confusion

Taking into consideration the behavior of the real-time

InfoCube Knowing when to utilize MultiProvider object in your

planning

Learning the algorithms behind the out of the boxplanning functions such as forecasting and trend

analysis. Further information about them can be found

on SAP Help Portal.

11


13/56

1212

What Wel l Cover







14/56

Creating Real-Time InfoCubes Step 1

Make sure that Real Time check mark is checked


15/56

Creating Real-Time InfoCubes Step 2

Usually real-time InfoCube would have a similar structure to thestandard InfoCube that you use in your model. Use a template to

drag and drop InfoObjects.


16/56

Behavior of Real-Time InfoCubes

If you choose option #1(loading the data), then

planning is not allowed.

15


17/56

16

What Wel l Cover







18/56

Planning on the MultiProvider Manual Planning


19/56

18

Planning Modeling

You can design your planning model by using the

Web-based Planning Modeler

Business Experts do not have access to RSA1 but

receive access to Planning Modeler


20/56

Planning Modeling (cont.)

A wizard is available that simpli fies your init ial access to

planning modeling

The wizard takes you through a

simple scenario based on an

InfoProvider.


21/56

20

Mandatory Steps in Developing a Planning Model

1. Choose an InfoProvider

2. Create an Aggregation Level

3. Create a Filter

4. Create a Variable for the Fil ter

5. Create a Planning Function6. Develop a Planning Sequence

7. Execute and Test


22/56

Steps to Model Choose Your InfoProvider

Step 1:

Search or type your

InfoProvider name

Step 2:

Choose from

the list

Step 3:

Click StartTxn

RSPLAN

21


23/56

Steps to Model Build an Aggregation Level

Selection of key

figures and

characteristics

1

2

3

4

22


24/56

Steps to Model Saving Aggregation Level

Once you save the aggregation level, it becomesavailable on the modeling side of BI.

23


25/56

Steps to Model Create a Filter

Define a selection of characteristics values within the aggregation

level that are shared with the Query Designer, and are dynamic

and flexible (such as Variables, Hierarchies, or Attributes)

24


26/56

Steps to Model Create a Variable for Use in Filters

1

3

VariableWizard

2

4

Don't

Forget

5

25


27/56

Creating Planning Functions

Planning Functions are delivered by SAP

To learn what a specific function does,visit http://help.sap.com, underSEM-BPS-Planning Functions

Where

toFIND it

26


28/56

Steps in Planning: Create Forecast Planning Function

There must be data

available that canserve as reference

data for the forecast

Aggregation Level

and Filter must havea Time Characteristic

27


29/56

Steps in Planning: Create Forecast Planning Function (cont.)

28

In Forecast Data,you must select:

1. Key figures you

are forecasting on2. Historic key

figures you areforecastingagainst

3. Forecast strategy


30/56

Steps in Planning: Planning Sequence Definition

29

Creating a Planning

Sequence is the laststep that you need

to do to finalize

your planning

model.

Planning

sequences can beintegrated into

Process Chains for

automation.


31/56

Steps in Planning: Execute/Test Your Planning Sequences

Check your Planning Model when you create it. You cancapture data manually, and validate whether the model

delivers expected results. 30Solution


32/56

Steps in Planning: Create Ready for Input Query

31

Queries should bebased on an

aggregation leveland are able towrite back to theInfoCube

Make sure to choose one of these optionsto enable changes to be made duringplanning


33/56

Planning Model Impact

One user-friendly user interface for Business Planning

and Analysis applications Analytical capabil ities such as dri lldown, hierarchies,

and calculated key figures

Plan/actual comparison in one planning layout

Using existing real-time InfoProviders

Taking advantage of the MultiProvider concept

Integration of information from SAP and non-SAP

sources

Alignment with ESA (Enterprise Services Architecture)

32


34/56

33

What Wel l Cover


Creating real-time InfoCubes Building the planning model




35/56

Creating a Web Application Designer Template

Combine planning andanalysis capabilities in Web

Applications to provideintuitive planning for enduser.

Steps:

1. Create a layout. Use the

new Container LayoutWeb Item to layout WebItems in an organizedmanner.

2. Configure the layout

3. Choose Data Binding toassign a Query to theWeb Item

4. Configure interactionwhere properties aremaintained

34

Prerequisite: All queries have to have

been created, and be input-ready


36/56

C


37/56

WAD: How to Work with the Container Layout Web Item

The Container LayoutWeb Item helps you to

visually arrange thecontent in a WebApplication. You canspecify which Web Itemis to be displayed foreach cell in the layoutgrid; only one item can

be displayed for eachcell. In th is way, youcan systematicallyarrange Web Itemsover, under, or adjacentto, one another.

Shown: A ContainerLayout item thatincludes an Analysisitem and Drop-DownBox

36

WAD R lt f th C t i L t W b It


38/56

WAD: Results of the Container Layout Web Item

37

Results wouldmimic the design

in WAD

WAD H t W k ith th A l i W b It


39/56

WAD: How to Work with the Analysis Web Item

The AnalysisWeb

Item displays thevalues of a data

provider as a table

in the Web

Application. The list

geometries that areused in the BEx

Analyzer are also

supported here.

Characteristics andstructures can be

displayed in both

rows and columns.

38

WAD R lt f th A l i W b It


40/56

WAD: Results of the Analysis Web Item

39

WAD H t U D D B W b It


41/56

WAD: How to Use a Drop-Down Box Web Item

You can specify the content of the drop-down box:

Characteristic values for filtering The connected Data Provider is filtered according to

this value

Query View Selection

Lets you switch, in one step, from oneData Provider (displayed in a table, forexample) to another that may bedisplayed differently (e.g., in a chart)

Fixed List of Options

40

WAD H t W k ith D D B W b It


42/56

WAD: How to Work with Drop-Down Box Web Item

1. Specify

which DataProvider is thesource

3. Specifywhich

Characteristicto filter on

4. ChooseCharacteristicfor the Filter

2. Specify Read

Mode: MasterData Table or

Fact Table

41

WAD R lt f D t Bi di i D D B W b It


43/56

WAD: Result of Data Binding in Drop-Down Box Web Item

42

WAD H t W k ith th B tt G W b It


44/56

WAD: How to Work with the Button Group Web Item

You can use the ButtonGroupWeb Item to addcommands from the Web

Design API to your Web

Application.

To do this, define a

command or sequenceof commands for each

button. You can insert

any text (language-

dependent and

language-independent)for the button labels,

assign a quick l ink to

them, and specify their

design.

43

WAD Ho to Work ith the B tton Gro p Web Item (cont )


45/56

WAD: How to Work with the Button Group Web Item (cont.)

44

1. Setproperties for a

button

2. Choose

planningfunction

command

WAD: Results of Using the Button Group Web Item to


46/56

g pCreate Planning Functions

45

Planningfunctions areready for use

WAD: How to Work with the Tab Pages Web Item


47/56

WAD: How to Work with the Tab Pages Web Item

You can assign one Web Item to each tab page. You must first

insert the subordinate Web Items into the Tab PageWeb Item.

46

WAD: Results of Using the Tab Web Item


48/56

WAD: Results of Using the Tab Web Item

Using the Tab PagesWeb Item, you can arrange and

display Web Items as tab pages in your Web Application.47

What Wel l Cover


49/56

48

What We ll Cover





Your Appl ication Is Ready to Use in Planning


50/56

Your Appl ication Is Ready to Use in Planning

Planning can

now be doneusing the

planning

functions on

the left

49

The cells open up for user entry

Deploying Complex Integrated Planning Applications


51/56

Deploying Complex Integrated Planning Applications

50

What Wel l Cover


52/56

5151

What We ll Cover





Summary Review the Steps


53/56

Summary Review the Steps

1. Create real-time InfoCube(s)

2. Create Aggregation Level(s)3. Create Fil ter(s), using variables

4. Create Planning Functions

Visit help.sap.com (under SEM-BPS-Planning funct ions) tolearn more about the functions

5. Create Planning Sequence(s) (needed for process chains)

6. Create ready-for-input queries

7. Develop WAD Planning Application

52

Resources


54/56

5353

Resources

Help.sap.com Creating Planning Applications in the

BEx Web Application Designer http://help.sap.com/saphelp_nw70/helpdata/en/43/c8240e47460

aa5e10000000a1553f6/frameset.htm

SAP Developers Network Planning- and reporting-

related presentations and white papers! www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/304

27aea-ea4f-2a10-e1b9-8c203f17b2cb

7 Key Points to Take Home


55/56

5454

7 Key Points to Take Home

Use MultiProviders in your planning model to enable

Planned vs. Actual reporting Use Planning Wizard (New Feature in IP)

Use variables when working with fi lters for flexibil ity

Always check for prerequisites for your planning (for a

forecasting function you must have time characteristic inyour aggregate level)

Use planning sequences to schedule planning inprocess chains

Build ready-for-input query on aggregate level, not theInfoCube

Utilize container item and tabs when developing in WAD

Your Turn!


56/56

Your Turn!

How to contact me:

Anna Vladi

[email protected]

fin2008 vladi tips and tricks for building a web-based planning application

Documents