Business Planning with SAP NetWeaver BI

Tobias Hagen
SAP AG

Naming Change: HPA – BI Accelerator

Dear customers, please note: The functionality in SAP NetWeaver for High-Performance Analytics is now referred to as the BI accelerator.

© SAP AG 2005, SAP Business Intelligence and Analytics Conference / Slot_Name / 1

First-Hand Information

In this presentation, we will examine the following topics:
What is BI Integrated Planning and what benefits and how can it add value to your organization How can BI Integrated Planning in a SAP NetWeaver environment help organizations overcome the challenges they are facing today

© SAP AG 2005, SAP Business Intelligence and Analytics Conference / C2_Hagen / 2

Agenda

Big Picture: What is BI Integrated Planning? The Four Dimensions of Business Planning Integration & Collaboration Flexibility & Agility TCO & Scalability User Experience

© SAP AG 2005, SAP Business Intelligence and Analytics Conference / C2_Hagen / 3

Query & Analysis High Focus on User Productivity Formatted Reporting Intuitive Ad-hoc Analysis Advanced Excel Integration Model-driven BI Applications ■ Business Planning and Analytical Services Business Planning integrated in BI Platform and Suite ■ Enterprise Data Warehousing High Performance Analytics (HPA) Flexibility by enhanced data modeling capabilities Data Transfer Process Real-Time Data Acquisition Web-based Administration Cockpit © SAP AG 2005.BI in NetWeaver 2004s BI Scenarios in NetWeaver 2004s ■ Enterprise Reporting. SAP Business Intelligence and Analytics Conference / C2_Hagen / 4 .

calculated key figures…) Design of Planning Applications User-centric and consistent design tools for planning and analysis ( e.g. query design and Web application design follow the same approach) Web-based and guided modeling and administration environment for planning applications Shared persistency and integrated metadata Integrated Analysis and Planning Applications Intuitive Design Environment © SAP AG 2005.Business Planning Integrated Into BI Platform and Suite High End-User Productivity in Planning Common and uniform user-interface for planning and analytics Common and uniform processing logic for both planning and analysis (e.g. hierarchies. SAP Business Intelligence and Analytics Conference / C2_Hagen / 5 . variables.

BI Planning Architecture Business Explorer BEx Web BEx Analyzer BEx Query Designer Web Application Designer Analytical Engine OLAP services • Drill Down • Currencies/Units • Calculations/Formulas • Exceptions/Conditions • Variables • Hierarchies • Aggregation • Sort •… Metadata Planning Modeler Planning specific services • Enqueue • Validations • Data slices • Characteristic relations Planning Functions & Sequences • Distribute • Formula • Copy • Revaluate • Repost • Forecast • Custom defined •… Caching services Data Warehouse Plan data cache Data marts © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 6 .

Planning in BEx Analyzer It‘s Excel! © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 7 .

SAP Business Intelligence and Analytics Conference / C2_Hagen / 8 .”Planning-aware“ BEx Tools BEx Query Designer Use query features in planning applications Set key figures in a query ready for input BEx Web Application Designer & Excel application design Combine editable grids for data entry with other items Buttons/ menu items for planning functions and other commands Charts & formatted reports Navigation elements Excel Application Designer for design of workbooks © SAP AG 2005.

SAP Business Intelligence and Analytics Conference / C2_Hagen / 9 .Planning Modeler Challenge Modeling of planning scenarios should be done also by business experts Administration of a planning process requires frequent changes Solution Single point of entry for planning experts Expert mode and wizard mode for guided step-by-step development of simple scenarios Web based tool Integrated test environment © SAP AG 2005.

Agenda Big Picture: What is BI Integrated Planning? The Four Dimensions of Business Planning Integration & Collaboration Flexibility & Agility TCO & Scalability User Experience © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 10 .

reliable financial process and tool The planning process must run with considerably less effort for controlling employees and more transparently for us […]. inconsistencies must be spotted earlier[…] Planner Finance © SAP AG 2005.Various Goals and Needs… A planning tool must enable the user to query the data for immediate visibility into projected profit and loss and contribution statements and the balance sheet. definitions. that is. At the same time shareholders request consolidated and accurate plans.“ CFO The process is extremely timeconsuming. and processes. Those internal and external needs have to be supported by a robust. And because planning is not automated. each department or business unit is using different methods. qualitative analysis and controlling activities. even in the budgeting phase. Employees should concentrate on their actual tasks. SAP Business Intelligence and Analytics Conference / C2_Hagen / 11 We need to work with central master data and without redundant data storage in the sales departments and sales companies IT . Reconciliations prove to be complex for all those involved at headquarters in the various regions[…] I need an intuitive planning tool which gives me access to accurate information of different sources Coordinator Planning must become more effective.

even in the budgeting phase. At the same time shareholders request consolidated and accurate plans. Reconciliations prove to be complex for all those involved at headquarters in the various regions[…] I need an intuitive planning tool which gives me access to accurate information of different sources Coordinator Planning must become more effective. that is. Employees should concentrate on their actual tasks. definitions. And because planning is not automated. and processes. SAP Business Intelligence and Analytics Conference / C2_Hagen / 12 We need to work with central master data and without redundant data storage in the sales departments and sales companies IT .“ CFO The process is extremely timeconsuming. inconsistencies must be spotted earlier[…] Planner Finance © SAP AG 2005. qualitative analysis and controlling activities.Various Goals and Needs… A planning tool must enable the user to query the data for immediate visibility into projected profit and loss and contribution statements and the balance sheet. each department or business unit is using different methods. Those internal and external needs have to be supported by a robust. reliable financial process and tool The planning process must run with considerably less effort for controlling employees and more transparently for us […].

SAP Business Intelligence and Analytics Conference / C2_Hagen / 13 .Agenda Big Picture: What is BI Integrated Planning? The Four Dimensions of Business Planning Integration & Collaboration Flexibility & Agility TCO & Scalability User Experience © SAP AG 2005.

To Each His Own? Sales Planning Revenue Planning Sales Analysis & Reporting Tool A Is this you??? Tool C Tool E Tool B Tool D Tool F © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 14 .

Integration & Collaboration at a Glance Sales Planning Revenue Planning Sales Analysis & Reporting Collaboration Personalization Collaboration Personalization Personalization common set of tools common data base and common data models © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 15 .

SAP Business Intelligence and Analytics Conference / C2_Hagen / 16 .Integrated Business Planning Integration challenges in planning Spreadsheet hell Where is the truth? Structural deficiencies: Actuals do not fit with plan data Inconsistent master data Big picture is missing Solution Store plan data in the data warehouse = single point of truth Actuals & various plan versions Master data & hierarchies Managed planning models for consistent & reliable plan data (E)DW Layer as integration platform for the orchestration of various plans © SAP AG 2005.

Integrated Plans Support Compliance Integration of Plans Derivation of Plans Balance Sheet Sales SAP NetWeaver BI Other Other Other Plans Plans Plans Profitability Profit & Loss Demand Costs Cash Flow OLTP CRM Production Other Plans Costs Integrated business plans with derived P&L. balance sheet & cash flow support your corporate governance & compliance efforts © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 17 .

Collaboration Speed up your planning process with collaboration tools of SAP NetWeaver Use cRooms as single point of entry for planners Use Information broadcasting to deploy and share plan results Use Status and Tracking System of BW-BPS to manage approval and reconciliation Leverage SAP NetWeaver’s collaboration tools together with BI Integrated Planning to coordinate your planning process © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 18 .

Agenda Big picture: What is BI Integrated Planning? The Four Dimensions of Business Planning Integration & Collaboration Flexibility & Agility TCO & Scalability User Experience © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 19 .

Flexibility is built in to various layers © SAP AG 2005.Flexibility Data modeling layer Plan on multiple aggregation levels on one InfoCube Flexible version concept Use hierarchies Model semantic relationships between characteristics Calculation layer Multidimensional formulas to create planning algorithms without programming Use formulas to calculate additional information in queries User interface Use native Excel functionality to extend the central planning model “Private” calculations can be stored locally as part of the workbook without loosing the link to the central model BI Integrated Planning has a flexible. SAP Business Intelligence and Analytics Conference / C2_Hagen / 20 . model driven architecture.

Agility From static annual budgeting cycles to agile and adaptive plans React on changing environment with continuous planning cycles Dynamic and adaptive planning models using variables. for examples. SAP Business Intelligence and Analytics Conference / C2_Hagen / 21 . can be quickly adopted Reduce IT bottleneck by delegation of modeling tasks to business Local models complement centrally managed plans BEx Tools for business users releases IT from load Supported by security concept Layered tool approach © SAP AG 2005.

Agenda Big Picture: What is BI Integrated Planning? The Four Dimensions of Business Planning Integration & Collaboration Flexibility & Agility TCO & Scalability User Experience © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 22 .

SAP Business Intelligence and Analytics Conference / C2_Hagen / 23 .Total Cost of Ownership in Planning TCO Drivers Answers of BI Planning Various planning tools and roaming spreadsheets cause high maintenance costs High education and training costs High integration costs due to manual integration of data Long budgeting cycles with many iterations bind resources Tool consolidation – One set of tools and one user interface for all planning and reporting Built-in integration – Integration tools and services of BI Platform Reduced data redundancy – Multi-provider & calculated key figures Fast Reaction Time – Fully automated processes with planning sequences in process chains © SAP AG 2005.

SAP Business Intelligence and Analytics Conference / C2_Hagen / 24 .Be Ready for Growth SAP NetWeaver BI platform is ready for your growth Has proven to serve 1000s of users High volume & high throughput data warehouse Archiving and Nearline storage solution available High Performance Analytics technology to access plan data High End enqueue server as additional installation option BI Integrated Planning is the scalable solution also for high volume planning applications © SAP AG 2005.

Agenda Big Picture: What is BI Integrated Planning? The Four Dimensions of Business Planning Integration & Collaboration Flexibility & Agility TCO & Scalability User Experience © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 25 .

SAP Business Intelligence and Analytics Conference / C2_Hagen / 26 . filter Hierarchies. top N Exceptions for input validations Drag and drop Personalization (selection & navigation state) Document integration Information broadcasting BEx Analyzer as Excel add-in Save local versions of workbook containing extensions and „side calculations“ Keep parts of the model local to the workbook Use native Excel features (validations.User Experience Highlights Interactive features available in manual planning Drilldown.…) © SAP AG 2005. currency & unit conversion Calculated & restricted key figures. formula. sort.

SAP Business Intelligence and Analytics Conference / C2_Hagen / 27 .9 etc into the cell Enter Result is calculated directly Works also with multiple selected cells © SAP AG 2005. * 0.User Experience Example: Smart Input Type in revaluation factors like +12%.

SAP Business Intelligence and Analytics Conference / C2_Hagen / 28 .BEx Web: Input-ready Query Highlights Drag and drop New exception wizard Include formatted reports & many other new web items into your web based planning application Export to Excel & PDF © SAP AG 2005.

SAP Business Intelligence and Analytics Conference / C2_Hagen / 29 .”Planning-aware“ Query Designer Empower your business users to create and extend the planning model © SAP AG 2005.

SAP Business Intelligence and Analytics Conference / C2_Hagen / 30 .Planning Modeler: Wizard Mode Wizard Guidance through all steps necessary to build a planning model on top of an InfoCube Ad hoc creation of test environment for manual data entry and planning functions On screen help for inexperienced users © SAP AG 2005.

Planning Modeler: Wizard Mode © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 31 .

Summary BI in SAP NetWeaver 2004s has been enhanced with integrated planning functionality One set of tools. SAP Business Intelligence and Analytics Conference / C2_Hagen / 32 . one user interface. one BI platform for planning and analysis Excel as rich client for BI integrated planning will increase user acceptance New BEx tools and planning modeler give experts the flexibility they need SAP NetWeaver platform is the key to a smarter planning process Nomination for Ramp-Up has started – visit the SAP NetWeaver BI booths at the conference or contact your Account Executive! © SAP AG 2005.

com/bi or www.sap.com/analytics SAP Service Marketplace: www. SAP AG © SAP AG 2005.sap.Further Information Internet www.service. Tobias Hagen. SAP Business Intelligence and Analytics Conference / C2_Hagen / 33 .sap.com Contact person Detlef Wassmuth.

SAP Business Intelligence and Analytics Conference / C2_Hagen / 36 .Appendix © SAP AG 2005.

Web Application BEx Analyzer as Excel Front End BEx Web Application Designer BEx Query Designer for Designing a Query © SAP AG 2005.User Interfaces in Planning and Analysis Embed the Query into a workbook. SAP Business Intelligence and Analytics Conference / C2_Hagen / 37 .

filter. SAP Business Intelligence and Analytics Conference / C2_Hagen / 38 . individual workbooks (comparable to BI Web applications) BEx Analyzer features available in planning applications Drill down.Planning in BEx Analyzer Combine the power of Excel rich client with a centrally managed planning model Users can „enrich“ their workbooks with „private“ calculations Save workbooks locally without loosing the link to the central planning model Deploy highly customized. etc… Drag and drop © SAP AG 2005. sort.

statistical forecast Functions based on characteristic relationships (delete. repost Formula (FOX). revaluate. create combinations) Open framework for custom specific planning functions Combine planning functions to planning sequences for online and batch execution Execute directly in Planning Modeler Execute as a step in a Process Chain © SAP AG 2005. repost. delete. distribute. SAP Business Intelligence and Analytics Conference / C2_Hagen / 39 . currency and unit conversion.Planning Functions Release users from manual data entry by planning functions based on algorithms Set of pre-delivered generic planning functions Copy.

check functionality. linear digression) Loop statements Programming variables String operations Calling external (ABAP) function modules. patterns. SAP Business Intelligence and Analytics Conference / C2_Hagen / 40 . and examples. Beside standard mathematical operations and functions.Planning Functions: Fox Formula Fox Formulas offer an enhanced formula language for defining planning functions. No programming is necessary. Fox offers: Statements for accessing data records Methods for information retrieval (e. Examples Quantity times price Calculation scheme for contribution margin © SAP AG 2005. A formula editor is available that offers with help functionality.g.g. variable values) Predefined business functions (e.

Planning Modeler: Formula Editor © SAP AG 2005. SAP Business Intelligence and Analytics Conference / C2_Hagen / 41 .

SAP Business Intelligence and Analytics Conference / C2_Hagen / 42 .Plan Data Storage and Meta Data Plan data are stored in the BI data warehouse Write access to Real-time InfoCube Read access to all other InfoProviders Usage of MultiProvider (plan data & actuals) Directly available for reporting and further processing MultiProvider Real-time InfoCube plan data Transport Content delivery & activation Active / inactive versions InfoCube actual data All planning meta objects follow the standard SAP BI approach © SAP AG 2005.

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