BI Integrated Planning

India SAP CoE, Slide 1

BI Integrated Planning (IP)

SEM - BPSSEM - BPS

BI-Integrated Planning

BW- BPS

SAP NetWeaver2004s

SAP NetWeaver

BI-IP remains functional. Maintenance is ensured by SAP

Q1/2004 Q4/2005

SEM-BPS becomes BW-BPS

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe

Purpose Use Challenges

Prepare Me

Purpose

Integrated Planning (BI-IP) enables you to produce planning applications. You can either develop your own planning application or use the Business Content delivered by SAP.

The functionality of Integrated Planning is not restricted to Finance & Controlling.

To achieve a full and integrated planning, other areas such Logistics,Human Resources and Customer Relationship Management have to be included in the planning cycle.

Integrated Planning (BI IP) enables you to produce a group-wide strategic business plan.

The business plan adds an overall plan to the detailed plans that have been put together using the transaction systems' components.

The aim of strategic Integrated planning is to produce a consistent and realistic plan from various perspectives.

The plan should improve the efficiency of the enterprise and the management process.

Challenges

Capabilities BI integrated Planning

Architecture in Details: BW and BPS

Evolution of the architecture

BI Planning Architecture

BI Planning Architecture - Impact

Positioning of IP

Planning supports the decision making, the coordination of different divisions toward a

common goal and defines general conditions for the operations.

Execution involves all steps necessary for the actual value creation of the company.

Reporting tracks all transactions incurred by the execution processes.

Analysis is focusing on calculation the achievement of objectives, seeking out causes

for deviations or opportunities to put more focus on. The result of the analysis is measured versus the company mission and leads to an evaluation of overall goals and actions to be taken in order to steer the course.

Types of Plan

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe

Tell Me

What is SAP BI-IP ?

With SAP BI-IP, SAP delivers tools for generic planning, supporting a planning process that allows for the construction of a planning model. This model integrates global strategic planning and specific operational planning problems in a closed-loop process, with a strong focus on business processes across the enterprise.

Difference between BI & IP ?

The BI is use to store large amount of Enterprise data according to module collected from various source systems & provide it in summarized form to various analytical applications the BI stores data in the manner that it can be easily retrieved and displayed to end user in for analysis .

The reports may be generated in excel format or as web page .

IP is a planning application. It provides environment for creating planning applications like Balance sheet planning budgeting, Investment planning etc. the BI store Master And transaction Data( actual data ) the Planning data is Entered through IP into what we call as Real time info cubes cubes.

We can also use actual data do some forecasting on it (apply planning functions on it and store it as plan data this plan data can be used for further reporting purpose by the enterprice).

Difference between BI & IP ?

SAP BI-IP helps you plan, budget, and forecast by providing functions such as:

Top-down planning and bottom-up contribution with a rich set of planning functions.

A planning framework that lets you create and maintain planning models.

A user interface for manual planning and analysis.

Tools for process control (i.e., status tracking and monitoring).

BI – IP

Show Me

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe

Planning model overview Design

Planning Model Aggregation level and Filter Variables Locking Characteristic Relationships & Data slice

Architecture for BPS & IP

Flow of IP

PLANNING MODELER

AGGREGATION LEVEL & FILTERS

PLANNING FUNCTION

PLANNING SEQUENCES

Planning Modeling Requirements

If you want to do planning, you will have to find out which different levels in your enterprise are

involved in planning. The upper slide shows three levels: the manager, the regional manager, and the account manager.

These levels depend on each other. They all plan nearly the same, but on a different level of detail. Each level shows the focus of the planner. With each higher level, the data is more and more

aggregated.

Planning Modeling – Real-Time Info Provider

Planning modeling - Examples

Planning modeling

Portal Access

Planning modeling - Aggregation level

Aggregation Level

What is Aggregation level ?

Aggregation level definition

Aggregation level: Example

Filter: Definition

Filter in details

Filters creation

Additional settings

Filter: Example

Variables

Variables Overview

Creating Variable

Creating a Variable

Variables

Locking: Business example

Planners lock each other

Locked Selection(1)

Locked Selection(2)

Locked Selection (3)

Display/Delete Lock entry

Finding selections Using the locking service

Finding intersections using the Locking service

Releasing Locks

Locking Relevant Characteristic

Which Implementation to use

Changing the implementation type

Technical information

Locking: Lesson Summary

Characteristics relationships &Data Slices: Lesson Objectives

Discuss why Characteristics relation ships are useful.

Differentiate between various types of relationships.

Use data slice to prevent changes to finalized planning data

Characteristics relationships &Data Slices: Business Example

Data slices vs. Characteristic relationships

Characteristic Relation ship Types

Characteristic Relationship (1)

Characteristic Relationship (2)

Data slices: Based on Selection

Data slices: Based on Exit

Settings

Planning functions & sequences

Contents:o Standard functionso Advanced functionso Planning sequences

Planning functions & Sequences: Unit Objectives

List of new Planning functions Describe how planning select data during

execution Create basic Planning functions Describe the options available for advanced

planning functions Use a Planning sequences in new architecture

Planning functions & Sequences: Business Example

Standard Functions : Business examples

Planning functions: Complexity vs. Functionality

Business Requirements and Their Solutions

Data Selection in Planning Functions

Create a Copy Function

Choose Characteristics to be Changed

Source and Target for Copying

The Revaluation Function: Characteristic Usage

The Revaluation: Characteristics for Conditions

The Delete Function: Key figures

The Delete Function: Characteristics

Query Designer

Contents: Over view of the BEx Query Designer Creating an Input-ready Query

Query Designer :Unit Objectives

Describe the new state-of-the-art user interface Discuss the new features and enhancements in

the query designer Highlight the settings for planning queries List the new Function in the query designer

Query Designer: Business Example

Over view of the BEx Query designer: Lesson Objectives

Discuss the rationale for using the query in Planning

Explain the new features and Enhancements in the Query designer

Over view of the BEx Query designer: Business Example

In BI integrated Planning, Queries are used instead of Planning Layouts for Manual Planning. This new exciting new feature has been long anticipated.

User Interfaces

BEx Query Designer: sate-of-the-Art UI

BEx Query Designer: sate-of-the-Art UI (2)

Creating an Input-read Query: Lesson objectives

Discuss data Flow Identify and list the steps required to create

Query Create a simple, Input-ready query with the

BEx query Designer

Creating an Input-read Query: Business Example

You need to learn how to create an input-read query for your client and your interested in setting to enable planning.

BPS Developers who are creating Layouts needs to know how query designer has changed.

Creating an Input-read Query ( Plan Query)

Creating an Input-read Query (1)

Creating an Input-read Query (2)

Creating an Input-read Query ( Plan Query) (2)

Functionality for BI Integrated Planning

Business Planning Web Application Design

Contents: Web Application Designer Web application for Programming

Business Planning Web Application Design: Unit Objectives

Discuss the new features at a high level Identify the new web items for Planning Create a simple web interface for planning

Business Planning Web Application Design: Business Example

Web Application designer: Lesson Objectives

Describe and demonstrate the some of the new features in Web Application designer

Web Application designer: Business Example

To use web templates for Planning, you need to become familiar with some of the new features of Web Application Designer

User Interface

Designing a Web Application: Key Capabilities

Web Items and Properties in Web Applications Design

Web Application for Planning: Lesson Objectives

Create new Web Planning Template Use the new Web Planning Items

Web Application for Planning: Business Examples

Many Planning users also use the Web and would like to carry out manual planning functions by using similar templates created in WAD

Creating a simple web application

Select Analysis Grid

Select Dropdown box

Select Button Group

Command Wizard

Web Application

Implementation Option Feature Comparison

Contents: Upgrading BPS to NetWeaver 2004s New BPS features of NetWeaver 2004s Implementation of options from BPS to BI

Integrated Planning

Implementation Option Feature Comparison: Unit Objectives

Describe the options for upgrading to NetWeaver 2004s

Identify the BW objects that can be re-used and the new BI Integrated objects

Discuss the new BPS features

Implementation Option Feature Comparison: Business Example

You need to identify a course of action for your customer who currently use BPS and want to use BI Integrated Planning

Upgrading BPS NetWeaver 2004s: lesson Objectives

Discuss the options for carrying out planning Identify the implications of upgrading to

NetWeaver 2004s

Upgrading BPS NetWeaver 2004s: Business Example

You currently use BW BPS 3.5 or SEM BPS and you want to Bi Integrated Planning in Net Weaver 2004s

Upgrade Overview (1)

Running BPS an BI Integrated planning in Parallel

Upgrade Overview (2)

New BPS Features of NetWeaver 2004s: Lesson Objectives

Split plan reference data in manual Planning Discuss the formula enhancements Explain new overview report

New BPS Features of NetWeaver 2004s: Business Example

Those customers who currently use BPS need to be informed of some important enhancements.

New BPS Features of NetWeavr 2004s BI

Typical Web-based User interface (Based on BPS)

Typical Web-based User interface (Based on BPS) (2)

Implementation Comparison of BPS and IP

BI Integrated Planning Example for Migration Results

Additional New Options for Planning

Migration Overview

Implementation Options from BPS to BI Integrated Planning: Lesson Objectives

Discuss reasons to make conversion Compare the implementation options between

BPS and BI Integrated Planning Discuss " How To" Papers for using BPS

customizing in Bi Integrated Planning ( data slice, characteristic relationships and Planning functions)

Explain the Additional new options for Planning

Implementation Options from BPS to BI Integrated Planning: Business Example

Your customers, who currently use BPS, are considering converting to BI integrated Planning.

STS: New Customising Options for Integrated Planning

STS: New Customising Options for Integrated Planning (2)

Conclusion

Recommended follow-up Activities

Summary- BI Integrated Planning

Further Information

BI Integrated Planning

Documents

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