Integrated planning
Understand integrated planning
process
 Describe SAP integrated planning
technology or tool (SAP-IP)
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Definition
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A formulaic process
To define quantitative and
actionable goals and objectives
Using data and functions based on
enterprise and interoperable
standards
Analogy
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From silo transactional systems to
mySAP ERP
From silo planning systems (e.g., all
the Excel programs in various
departments) to SAP-IP
Pros and Cons of Spreadsheets
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Pros
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Small businesses
Extremely individual requirements
Short-term need
Cons
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Process control
Access protection
Performance
Complexity
Consolidation
Seasonal trend model
Growing company
Organizational changes
SAP-IP architecture and tool
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Architectural components (Fig 9-4)
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Aggregation levels
Plan data cache
Planning data services
Planning sequences
Planning functions
Which are defined in a planning
model using Planning Modeler
Role of Planning Modeler
SAP NetWeaver
Portal
Enterprise
Search
UI
s
Knowledge Management
Worklists
Information Broadcasting
can be
embedded
Composite
Services &
BAPIS
Visual
Composer
Embedded
Enterpris
e Report
Planning
Layout
BI App
Ad Hoc
Business Explorer Suite (BEx)
Web
Analyzer
BIBIKit
Web Application
Designer
Report
Designer
Data Sources
Query Designer
Planning Modeler
Analytic Engine
Operational
Data Store
Data Marts
Data Warehouse
PSA
SAP
Operational Data
Non-SAP
Operational Data
3rd-Party BI Data
Data Flow Control / Process Chains
VirtualProvider
Monitoring / Administration
BI
Layer
MS
Excel
Analyzer
Web Services
Open Hub
Services
InfoObjects / Master Data
Meta Data Repository
BI Consumer Services
BI Consumer
Services
Collaboratio
n
SAP NetWeaver
BI Data
ODBO/XMLA
SAP
NetWeaver
BI
Accelerator
Downstream
System
Near-Line
Storage
Basic planning components
Data:Real-time InfoCubes
Planning model:
– Aggregation levels (slices of Infocube)
– Data transformation:
• input ready queries
• planning functions (e.g. Copy, Formula)
– Filter and variables to parameterize
data selections and planning objects
– Data protection mechanism:
• Lock services
• Authorizations
• Data slices
Basic Steps
Planning Applications
Combine queries to enter data with
planning functions and thereby support
planners in modifying the plan data.
 Functions can be used during data
input (e.g., modifying the data by a
percentage or distributing yearly values
to months) and showing the effects of
planned data (e.g., simulation of the
income statement after entering planned
sales volumes).
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Planning Applications (an
example)
• A combination of a query to enter sales volumes
with a function for the determination of revenues
based on a price list which was previously
maintained centrally.
• A query for yearly values and a planning function
to distribute to months (e.g., seasonal) to
facilitate the planning of sales volume on a
monthly basis (with either yearly or monthly
values being entered by
• planners)
Similar example
Planning Modeler works with 5
tabs (e.g., Function: Formula)
InfoProvider tab
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SAP-IP uses real-time InfoCubes
To support write-back
MultiProviders to supply static data
Choose account-based over keyfigure-based models
Aggregation levels tab
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Each plan uses a subset or slice of
the real-time InfoCube
As defined in the aggregation level (
a subset of the characteristics)
Filter tab
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Planning data is further “selected”
from the InfoCube through the
various filters defined
Including BEx variables, hierarchies,
navigational attributes and dates
Planning functions tab
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Data manipulations,
transformations, and calculations
are done via planning functions
Use transaction and reference data
Done in memory (plan data cache)
Only committed to the InfoCube
when data is saved (see the save
button in the case study)
Planning functions (basic)
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Data operations (delete, copy,
repost)
Characteristic relationships (delete
invalid combinations, repost,
generation combinations)
Valuations (currency translation,
unit conversion, revaluation)
Planning functions (advanced)
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Distribution (of data over a planning
hierarchy)
Forecasting
Formula (for custom-defined
functions) using FOX language
Planning sequences tab
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Grouping multiple manual or
automated planning steps
Into process chains for background
processing
Or for monitoring and control of
planning via Status and Tracking
(STS)
Status and Tracking System
Overview of Case Study