01 Business Planning in Detail.pdf

7/27/2019 01 Business Planning in Detail.pdf

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SAP NetWeaver

IT Scenario Overview

Version 2.1

SAP NetWeaver Product Management,

SAP AG

SAP NetWeaver

Business Planning in Detail


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SAP NetWeaver Technology Map

User Productivity

Enablement

Running an Enterprise

Portal

Enabling User

Collboration

Business Task

Management

Mobilizing Business

Processes

Enterprise Knowledge

Management

Data Unification Master-Data Harmonization Master-Data Consolidation Central Master-DataManagement Enterprise Data Warehousing

Business Information

Management

Enterprise Reporting, Query, and

Anal ysi s

Business Planning and Analytical

ServicesEnterprise Data Warehousing

Business Event

ManagementBusiness Event Resolution Business Task Management

End-to-End Process

Integration

Enabling Application-

to-Application

Processes

Enabling Business-to-

Business Processes

Business Process

Management

Enabling Platform

Interoperability

Business Task

Management

Custom Development Dev el opi ng, Co nf ig ur ing , and A dap ti ng A ppl ic at ion s Enabl ing Plat for m In ter operab il it y

Unified Life-Cycle

ManagementSoftware Life-Cycle Management SAP NetWeaver Operations

App licati on

Governance & SecurityAu then ticati on an d Sin gle Si gn-On Integrated User and Access Management

ConsolidationEnabling Platform

InteroperabilitySAP NetWeaver Operations Master-Data Consolidation


Management

Enterprise Service

Arc hit ectu re Desig n &

Deployment

Enabling Enterprise Services

IT Practices IT Scenarios


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SAP NetWeaver Technology Map

User Productivity

Enablement

Running an Enterprise

Portal

Enabling User

Collboration

Business Task

Management

Mobilizing Business

Processes


Management

Data Unification Master-Data Harmonization Master-Data Consolidation Central Master-DataManagement Enterprise Data Warehousing

Business Information

Management

Enterprise Reporting, Query, and

Anal ysi s

Business Planning and Analytical

ServicesEnterprise Data Warehousing

Business Event

ManagementBusiness Event Resolution Business Task Management

End-to-End Process

Integration

Enabling Application-

to-Application

Processes

Enabling Business-to-

Business Processes

Business Process

Management

Enabling Platform

Interoperability

Business Task

Management

Custom Development Dev el opi ng, Co nf ig ur ing , and A dap ti ng A ppl ic at ion s Enabl ing Plat for m In ter operab il it y

Unified Life-Cycle

ManagementSoftware Life-Cycle Management SAP NetWeaver Operations

App licati on

Governance & SecurityAu then ticati on an d Sin gle Si gn-On Integrated User and Access Management

ConsolidationEnabling Platform

InteroperabilitySAP NetWeaver Operations Master-Data Consolidation


Management

Enterprise Service

Arc hit ectu re Desig n &

Deployment

Enabling Enterprise Services

IT Practices IT Scenarios


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SAP NetWeaver: Business Planning and AnalyticalServices

Business Information Management

SAP Product Available

SAP Product Available with Future Releases

Future Focus

Partner Product Available

Partner Product Available with Future Releases

Collaborative Business Map Available

Sxx , Vxx , Bxx SAP Product & Serv ic e

Pxx Partner Product

For more information see: http://www.sap.com

Enterprise Reporting, Query, and Analysis

Enterprise Reporting, Query and Analysis

Excel Integration

Ad hoc Query

Information Broadcasting

Modeling Business Intelligence Data with SAPNetWeaver Visual Composer

Business Planning and Analytical Services

Business Planning

Analysis Process Design

Enterprise Data Warehousing

Modeling the Enterprise Data Warehouse (EDW)

Running the Enterprise Data Warehouse (EDW)


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Business Planning

Analysis Process Design

Business Planning


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Business Planning

The IT scenario variant Business Planning covers processes that collect data

from InfoProviders, queries or other BI objects, transform this data in various

ways and write the new information back into a BI InfoProvider (real-time

InfoCube and aggregation level)

This includes capabilities for:

Homogeneous analysis and planning user interface

One generic planning tool for all solutions

BI analytical services (for example drilldown, alerting, calculated

key figures, ) forplanning

Simplification of system operation using component consolidation


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What Is BI-Integrated Planning?

The next generation of planning tools within SAP NetWeaver will be BI-

Integrated Planning. BI-Integrated Planning will allow for the ease of use

of planning in the SAP NetWeaver environment, while also being fullyintegrated with SAP NetWeaver.

BI-Integrated Planning will allow for:

Enhanced user productivity, lower training costs

More flexible and user friendly user interfaces; one UI for planning and reporting

A web-based planning modeler to allow for the creation and modification of any

type of plan.

Faster implementation & lower maintenance costs

Reduced number of customizing objects (e.g., variables)

Better performance

Reduced data redundancy (e.g., calculated key figures, currency translation) via

the use of SAP NetWeaver BI OLAP features

More flexibility & openness

Alignment with the Enterprise Service Architecture (ESA) strategy


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CHALLENGE

Slow reaction times due to

long analysis and planning

processes

Availability of actual data for

forecasting

Turn high-volume data into

high-value information

Increasing importance in

more and more business

processes

SOLUTION Open and flexible planning framework for all SAP applications

Fully integrated with BI and analytics services

One user interface, one design environment, one engine

Shared services and persistency and integrated meta data


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Enterprise Reporting, Query and Analysis

BI Planning Architecture

Business Planning & Analytical Services

Enterprise Data Warehousing

Planning Functions &

Sequences Distribute

Formula Copy

Revaluate

Repost

Forecast

Custom defined

Planning Modeler

Architected Data MartsOperational

Data Store Data Warehouse Layer

Master

Data

BEx Query Designer

BEx Web

Web Analyzer Web Application Designer

BEx Analyzer

Analytical Engine

Caching services Plan data cache

OLAP services Drill Down

Currencies/Units

Calculations/Formulas

Exceptions/Conditions Variables

Hierarchies

Agg regat ion

Sort

Planning specific

services Enqueue

Validations

Data slices Characteristic relations

Pattern

BEx Broadcaster

SAP NetWeaver

Portal

Report Designer

MS Excel

Add-in


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Business Planning Processes with Excel Front End

Designing a Planning Model

You can create your planning model in the planning modeler. In

addition, you can select your InfoProvider and then you can create

your aggregation levels and filters.

Creating a Planning Function

Create planning functions in the BI planning modeler, using the

selected aggregation level.

Designing a Query

Create queries in the BEx Query Designer, using the selected

aggregation level.

Embedding Queries into Workbooks

In this process you can open a query and save it to a workbook in the

BEx Analyzer.

Creating a

Planning

Function

Designing aQuery

Executing a

Planning

Appl ication*

Embedding

Queries into

Workbooks

Designing a

Web

Application

Designing aWorkbook

Designing a

Planning

Model


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Business Planning Processes with Excel Front End

Designing a Workbook

In this process you can build a planning application in the Excel

environment

Designing a Web Application

This process is not relevant for using the Excel Front End

Planning Application Execution

You can execute the process in Web and Excel or execute planning

sequences in batch as a step in a process chain.

Creating a

Planning

Function

Designing aQuery

Executing a

Planning

Appl ication*

Embedding

Queries into

Workbooks

Designing a

Web

Application

Designing aWorkbook

Designing a

Planning

Model


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Business Planning Processes with Web Front End


You can create your planning model in the planning modeler. In

addition, you can select your InfoProvider and then you can create

your aggregation levels and filters.


Create planning functions in the BI planning modeler, using the


Designing a Query

Create queries in the BEx Query Designer, using the selected

aggregation level.

Embedding Queries into Workbooks

This process is not relevant for using the Web Front End

Creating a

PlanningFunction

Designing a

Query

Executing a

PlanningApplication *

Embedding

Queries intoWorkbooks

Designing a

WebApplication

Designing a

Workbook

Designing a

PlanningModel


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Business Planning Processes with Web Front End


This process is not relevant for using the Web Front End .

Designing a Web Application

In this process you can build a planning application with the BEx Web

Application Designer

Planning Application Execution

You can execute the process in Web and Excel or execute planning

sequences in batch as a step in a process chain.

Creating a

PlanningFunction

Designing a

Query

Executing a

PlanningApp li cati on*

Embedding

Queries intoWorkbooks

Designing a

WebApplication

Designing a

Workbook

Designing a

PlanningModel


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Process Description

Designing a Planning ModelYou can use this process to create your planning model

with the planning modeler.

The IT process steps run as follows:

Choose InfoProvider

Create aggregation level

Create filter

Test planning model


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Process Description

Creating a Planning FunctionYou can use this process to create planning functions in

the BI planning modeler, using the selected aggregation

level.


Choose InfoProvider (aggregation level)

Create planning function

Create planning sequence


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Process Description

Designing a QueryYou can use this process to create queries using the



Choose InfoProvider (aggregation level)

Design query

Select and edit key figures and characteristics

Save query


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Process Description

Embedding Queries into

WorkbooksYou can use this process to open a query and save it to a

workbook in the BEx Analyzer.


Open query

Embed query

Save workbook


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Process Description

Designing a WorkbookYou can use this process to publish the planning query as

a Excel-based application.


Create workbook layout

Choose design items and data binding

Use Excel formatting and/or formulas

Save workbook


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Process Description

Designing a Web ApplicationYou can use this process to publish the planning query as

a Web-based application.


Create new Web template

Insert Web items

Assign Data Provider

Configure interaction

Save Web application


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Process Description

Executing a Planning ApplicationYou can use this process to execute the process in Web

and Excel or execute planning sequences in batch as a

step in a process chain.


Execute


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Scenario Variant: Business Planning Excel-Based

*Processes are covered by the Query, Reporting and Analysis IT scenario

Creating a

Planning

Function

Designing a

Query

Executing a

Planning

Appl ication*

Embedding

Queries into

Workbooks

Designing a

Web

App li cati on

Designing a

Workbook

Designing a

Planning

Model

(3) Create filter

(2) Create

aggregation

level

(7) Test

planning model

(1) Choose InfoProvider

(5) Create

planning

function

(4) ChooseInfoProvider

(aggregation

level)

(6) Create

planning

sequence

(8) Choose

InfoProvider

(aggregation

level)

(9) Design

query

(10) Save query

BI

JAVA

(11) Open query

(12) Embed

query

(13) Save

workbook

(14) Create

workbook

layout

(17) Save

workbook

(15) Choose

design items

and data

binding(16) Use Excel

formatting

and/or formulas

(18) ExecuteBI ABAP


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Scenario Variant: Business Planning Web-Based

*Processes are covered by the Query, Reporting and Analysis IT scenario

Creating a

Planning

Function

Designing a

Query

Executing a

Planning

Application*

Embedding

Queries into

Workbooks

Designing a

Web

App li cati on

Designing a

Workbook

Designing a

Planning

Model

(3) Create filter

(2) Create

aggregation

level

(7) Test

planning model

(1) Choose InfoProvider

(5) Create

planning

function

(4) ChooseInfoProvider

(aggregation

level)

(6) Create

planning

sequence

(8) Choose

InfoProvider

(aggregation

level)

(9) Design

query

(10) Save query

(16) Execute

(11) Create newWeb template

(12) Insert Web

items

(13) Assign Data

Provider

(14) Configure

interaction

(15) Save Web

applicationBI

JAVA


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Business Planning

Benefits

Brings together analysis & planning on the same database (singleversion of the truth).

Improved strategy implementation through flexible top-down

distribution capacities and target setting

Fast reaction to market changes using analytical methods which

allow to turn data into action

Find cross-selling opportunities through market basket analysis

Great usability and flexibili ty through graphical design, most sought-

after transformations and 3rd-party interfaces to yet more specializeddata mining tools

Companies can easily enhance their existing SAP NetWeaver

implementation through data transformation, data entry and planning

functionality.


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Additional material

Find more information:

Preliminary features information is available in SAPNet/SAP Service

Marketplace alias /bi, path SAP NetWeaver 2004s.

Related other IT scenarios and variants

Enterprise Reporting, Query, & Analysis / Query, Reporting &

Analysis


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Whats New in SAP NetWeaver 2004s

Business Planning

and Analytical

Services


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SAP NetWeaver 2004s: Designing a Planning Model I

Designing a Planning ModelYou can design your planning structure using the Web-based planning modeler.

Demand for modeling of planning scenarios by business experts that do not

have access to Data Warehousing Workbench (RSA1)

Administration of a planning process requires frequent changes of settings

(variables, data slices, formulas)


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SAP NetWeaver 2004s: Designing a Planning Model II


By means of a planning wizard, a business expert can create a planning modelin a simple way.


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SAP NetWeaver 2004s: Designing a Planning Model III


General benefits of a common concept of planning and analysis:

Multi-dimensional business structures

Common variable concept

Shared authorization concept

Dynamic lock concept (for example, user locking)


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SAP NetWeaver 2004s: Designing a Planning Model IV

Choose Real-time

InfoCube

InfoCube as the common

database for planning and

analysis

Defines relationship

between characteristics

Concept for locking of

specific values (for example

actual data)

Flexible design of variables

concept



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Select Characteristics and key figures.

SAP AG2005

SAP NetWeaver 2004s: Designing a Planning Model V

Create aggregation level

Selection of key figures and

characteristics for the

planning process

Defines level of aggregation

for the planning process (topdown, button up)



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SAP NetWeaver 2004s: Designing a Planning Model VI

Create filter

Define a selection of

characteristics values within

your aggregation level

Dynamic using of variables,

hierarchies and attributes

Flexible design of a version

concept

Define the work packages forthe planner

Filter is shared with the BEx

Query Designer



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SAP NetWeaver 2004s: Planning Model Design VII

Create VariableCreate variable for shared variable concept the by means of the wizard



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SAP NetWeaver 2004s: Creating a Planning Function I

This step contains the automatic functions for planning and simulation

Choose from a list of function types delivered by SAP (copy, revaluate, distribute,

formula,)

Option to develop customer-specific function types

Creating a Planning FunctionDefinition of planning function: With these features, you can edit your plan data by algorithm.


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SAP NetWeaver 2004s: Creating a Planning Function II


Revaluation

Reposting

Formulas

Currency translation

Unit conversion

Copy

Distribute with reference data Distribute by keys

Delete

Repost (characteristic relationships)

Delete (invalid combinations)

Automatic Functions

- Planning Functions -


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SAP NetWeaver 2004s: Creating a Planning Function III


(Formula editor )


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SAP NetWeaver 2004s: Creating a Planning Sequence I

You can use your planning functions in planning sequences.

You can integrate planning sequences into process chains for an automatic execution of

your processes

Creating a Planning Sequence


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SAP NetWeaver 2004s: Creating a Planning Sequence II

Validate your data model when you create it. You can capture data manually and validate it if

your data model delivers the expected result.

Step-by-step execution of functions and manual data entry

Manual ad-hoc data entry and display for initial test

Creating a Planning Sequence


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SAP NetWeaver 2004s: Simulation

Simulation

Applications can also be executed for simulation purposes

Available features for simulation:

Multiple Versions

Forecast

Forecast (Methods)

Excel Capabilities Reference Data

Planning Sequences

Formulas (Loops, Iteration)

Aggregation


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SAP NetWeaver 2004s: Designing a Query I

Following new features for

planning:

Drilldown

Hierarchical data in rows

and columns

Calculated key figures

Structures

Unit conversion

Alerts

Conditions

Graphics

Ad-hoc currency

Currency translation

Designing a Query (BEx query designer)

The features will be explained in more detail in the IT scenario Query, Reporting & Analysis

Queries that are based on aggregation level are able to write back to the

InfoProvider


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SAP NetWeaver 2004s: Designing a Query II


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SAP NetWeaver 2004s: Embedding Queries intoWorkbooks

Workbook embedding

New workbook default template (similar to the BEx Web template)

Intuitive user interaction using Drag&Drop and redesigned property

dialogs

Personalizable filter value lists (Favorites & History)

Full accessibility and Unicode support

Excel-based data entry and planning. Manual data entry into

planning aggregation levels and usage of planning functions

Takes advantage of many new information broadcasting features


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SAP NetWeaver 2004s: Designing a Workbook


Integration of businessplanning

Application-building in Excel

Excel formulas allow accessto any cell of the result set

Excel formatting options canbe fully leveraged for BExworkbooks (e.g., blank lines,fonts etc.

Combining Excel formulas

and Excel formatting allowsthe design of high-endformatted solution workbooks


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SAP NetWeaver 2004s: Common Features

Common Features

for Embedding Queries into Workbooks and Designing a Web

Appl ication

Configure individual end-user UIs from BI build ing blocks:

Tables / charts for templates

Buttons for execution of planning functions

Wizards for charts, maps, command editing

Wizard for layout elements (e.g. buttons)

Dialog boxes for parameterization of planning and analysis services

Navigation area for selection

Dropdown for selection

Variable selection by:

Dropdown, radio button group, input field

Document browser


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SAP NetWeaver 2004s: Designing a Web Application I

Combine planning and analysis

capabilities in Web applications to

provide intuitive planning for end

user.

The IT process steps run as

follows to :

Create a layout

Configure a layout

Choose data binding

Configure interaction

BEx Web application designer


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SAP NetWeaver 2004s: Designing a Web Application II

BEx Web application designer Example


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SAP NetWeaver 2004s: Executing a Planning Execution

You can execute your Excel-based process in the BEx Web Application

Designer and your Web-based process in the SAP NetWeaver Portal.

To run your planning sequences automatically, embed the sequences in

process chains.

Execution a planning Application


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01 Business Planning in Detail.pdf