BI IP in SAP NW 7.0 PDF

BI Integrated Planning in
SAP NetWeaver 7.0
Detlef Wassmuth,
Product Management SAP NetWeaver BI, SAP AG
20080108
1. Planning Landscape Today
2. BI Integrated Planning
2.1. Architecture -Technical View-
2.2. Planning Model
3. Dimensions of Business Planning
3.1. Integration and Collaboration
3.2. Agility and Flexibility
3.3. TCO and Scalability
3.4. User Experience
4. Summary
SAP 2008 / SAP NetWeaver Bi 2

The Starting Point Is This You?
Sales Analysis
Sales Planning Revenue Planning
and Reporting
Tool A Tool C Tool E
Tool B Tool D Tool F

Step 1: Back-End Integration
Sales Analysis
and Reporting
Personalization Personalization Personalization
Tools Tools
Common Database and Common Data Models

Step 2: Front-End Integration
Sales Analysis
and Reporting
Common Set of Tools

Step 3: Collaboration and Process Support
Sales Analysis
and Reporting
Collaboration Collaboration
Common Set of Tools

2.2. Planning Model
4. Summary

Capabilities of BI Integrated Planning
Integrated Planning with SAP NetWeaver BI supports easy-to- use planning in the
SAP BI environment and is fully integrated in SAP NetWeaver.
Integrated Planning with SAP NetWeaver BI provides:

Enhanced user productivity, reduced training costs
More flexible and user-friendly user interfaces; common UI for planning and reporting
Web-based planning modeler for creating and modifying all types of plan
Faster implementation and reduced maintenance costs

Reduced number of customizing objects (such as variables, hierarchies, and one
layout for reporting and planning)
Improved performance
Reduced data redundancy (such as calculated key figures, currency translation) by
using the OLAP functions from SAP BI

2.2. Planning Model
4. Summary

Architecture in Detail: BW and BPS
BPS Tools
Portal
BEx Tools
Loose coupling via portal

BEx Analyzer BEx Web BPS Web BPS Excel BPS ALV
BEx Suite BPS Front-end
Desired
Services usage in Services Functions
& Sequences
the
Drill planning
Down Enqueue
world
Currencies/Units Data Slices Distribute
Calculations/Formulas Char. Combinations Formula
Exceptions/Conditions Validations Copy
BPS Metadata
Revaluate
BW Metadata
Variables Variables Repost

Hierarchies Hierarchies Custom defined
Aggregation Large overlap in functionality
Aggregation
Sort Sort

Caching Services Planning Buffer

OLAP Engine Planning Engine
Shared Persistency
Data Store for ReportingMaster
and Planning
Data
Data Warehouse
Evolution of the Architecture
Information Broadcasting
BPS Tools
BEx Tools
Portal
BEx Web BEx Analyzer
Pattern
BEx Analyzer BEx Web BPS Web BPS Excel MSBPS
Excel ALV
Web Analyzer Web Application Designer Report Designer Add-in
BEx Query
BEx SuiteDesigner BPS Front-end
Services Services Functions

& Sequences
Drill Down Enqueue
Currencies/Units Data Slices Distribute
Calculations/Formulas Char. Combinations Formula
Exceptions/Conditions Validations Copy
BPS Metadata
Revaluate
BW
BI Metadata
Variables Variables Repost

Hierarchies Hierarchies Custom defined
Metadata
Aggregation Aggregation
Sort Sort

Caching Services Planning Buffer

OLAP
Analytical
Engine
Engine Planning Engine
Data Store Master Data

Data Warehouse
Architecture BI Integrated Planning (Scenario)
User Web
Interfaces Planning
MS Excel for
Layout
Ad Hoc BI App planning
Business Explorer Suite (BEx)
AdHoc Query & MS Excel
Reporting and Analysis Design
Analysis Integration
Web
Web Report Analyzer
Application
Analyzer Designer (Add In)
Designer
BI
BI Consumer
Consumer Services
Services
BI Layer
BEx Query Designer
Analytic Engine Planning Modeller

Architecture BI Integrated Planning
BI Layer
BEx Query Designer
Analytic Engine Planning Modeler
OLAP Services Planning-Specific Services Planning Functions

Drilldown Enqueue
Currencies/units Validations
Calculations/formulas Data slices Distribute
Exceptions/conditions Characteristic relationships Formula
Variables Copy
Hierarchies Revaluate
Aggregation Repost
Sort Forecast
Custom defined

Caching Services Plan Data Cache
Data Sources
Operational Data Marts Master
DataStore Data
Data Warehouse Layer

Excel-based business planning
User Web
Interfaces Planning
MS Excel for
Layout
Ad Hoc BI App planning


Analysis Reporting and Analysis Design
Integration
Web
Web Report Analyzer
Application
Designer
BI
BI Consumer
Consumer Services
Services
BI Layer
BEx Query Designer
Analytic Engine Planning Modeller)

Web-based business planning
User Web
Interfaces Planning MS Excel for
Layout planning
Ad Hoc BI App


Analysis Reporting and Analysis Design
Integration
Web
Web Report Analyzer
Application
Designer
BI
BI Consumer
Consumer Services
Services
BI Layer
BEx Query Designer
Analytic Engine Planning Modeller)

2.2. Planning Model
4. Summary

Planning Model
Data Warehousing Planning Modeler BEx Query Designer BEx Analyzer

Workbench
For Excel front end
BEx Web Application

Designer
Real-Time InfoCubes For creating an For designing a query For Web application
aggregation level
Planning Model
Creating an
aggregation level
(and other
planning-specific
objects)

Planning Model
Creating an
aggregation level
(and other
planning-specific
objects)

Planning Model
BEx Query Designer
Use the BEx Query Designer for planning scenarios

Use query functions in planning applications
Analysis functions
Calculated key figures
Aggregation, drilldown, flexible query views
And so on
Enhanced productivity due to new user interaction model
Allows your business users to change and enhance the planning model
Designing a Apply, modify, and create formulas
query Modify variables and filters
And so on

Planning Model
BEx Query Designer
Prerequisites for input ready cells in input ready queries

Real-time InfoCube; foundation of planning application
Setting real-time InfoCube load behavior
Input ready query created on top of an aggregation level or

MultiProvider containing an aggregation level; cell filled from aggregation
level
No prohibited combinations of characteristic relationships in the cells

Designing a
query

Planning Model
BEx Query Designer
Prerequisite for input-ready cells in plan queries

No locking situation
No data slices for the characteristics used
Permitted characteristic combinations only
No calculated key figures for an input-ready cell
Each characteristic in the aggregation level has to have just one single
value selected for the input-ready cell
Designing a
query

Planning Model
BEx Query Designer
Input ready query

setting: start query in
change mode
Designing a
query
Cell settings in
input ready query:
Must have planning
property

Planning Model
BEx Analyzer
BEx Analyzer
Established end user tool (for example, controlling department)
Maximum flexibility
Offline planning possible
For Excel Frontend Distribution possible using Outlook or information broadcasting
BEx Web
BEx Web Application Designer
Application
Designer Zero installation, zero footprint (no SAP GUI installation required, no
local software installations [Excel] required)
Seamless portal integration
Export to PDF
Web items available

For Web

2.2. Planning Model
4. Summary

2.2. Planning Model
4. Summary

Integration in SAP NetWeaver 7.0
Using the MultiCube Concept

Example for modeling Planning
Layout
Integration of: Aggregation

Transaction data Level
Master data
Metadata
MultiCube
DataStore
Real-Time DataStore
InfoCube
InfoCube Object
Using the MultiCube Concept

Example for modeling
Planning
Layout
Integration of:
Transaction data MultiCube
Master data
Metadata
Aggregation
Level
DataStore
Real-Time DataStore
InfoCube
InfoCube Object
Data Extraction and Retraction
1 Extract data from OLTP system

to InfoCube
Read actual data from basic InfoCube
2 via MultiCube
2 3
Write plan data via MultiCube into
3 real-time InfoCube
Retract data from real-time InfoCube
4
to OLTP system
1 4
SAP
OLTP System

Collaboration: BEx Broadcaster
BEx Broadcaster Functions for Exporting and Printing

Generate PDF documents, or print using the BEx Broadcaster.
The BEx Broadcaster is available in the BEx Report Designer and in the BEx Web Application Designer,
and from the context menu of BEx Web applications or ad hoc analyses created using the BEx Web
Analyzer.
Use information broadcasting to distribute the results of planning, or forward them for further editing.
Send
Broadcast
to printer
Printer
Collaboration:
BEx Broadcaster
Broadcast
pdf file
PDF file

What are the usage scenarios for information broadcasting with BI

Integrated Planning (NW7.0)?
With BI/BI Integrated Planning you can choose between two end-user interfaces: Excel-
based (BEx Analyzer) or Web-based (BEx Web).
Planning applications are either BEx Analyzer workbooks or BI Web templates for
entering data
Standard information broadcasting functions are also available for planning applications
and data entry applications and can be used to distribute planning templates to users

What are the usage scenarios for information broadcasting with

BI Integrated Planning (NW7.0)?
1.BEx Web
Precalculate planning template and distribute a link (e-mail, BEx portfolio, KM
folder)
If a file is distributed (PDF, ZIP, mHTML), the template is switched to read-only
(data entry no longer possible)
2.BEx Analyzer
Precalculate workbook and distribute XLS file (e-mail, BEx portfolio, KM folder).
Available as of NW7.0 SPS9
3.Bursting (BEx Web and BEx Analyzer)

Allows you to determine recipient based on master data attributes (for example,
cost center person responsible)
Allows you to set variables through precalculation or links based on master data
attributes

What are the usage scenarios for information broadcasting with BI

Integrated Planning (NW7.0)?
Additional option:
Use collaboration room infrastructure to organize access to your planning-related
tasks (for example, BEx portfolio with data entry sheets and reports, documents,
news)

Collaboration: Status and Tracking System
Use the BW-BPS Status and Tracking System to manage the

approval of planning.

Agenda

2.2. Planning Model
4. Summary

Agility
From static annual budgeting cycles to agile and adaptive planning

React to changing environments with continuous planning cycles
Dynamic and adaptive planning models can be quickly adopted using
variables
Reduce IT bottleneck by delegating modeling tasks to business
Local models complement centrally managed plans
BEx tools for business users layered tool approach reduces load on IT
Supported by security concept

Flexibility
BI Integrated Planning has a flexible, model-driven architecture.

Flexibility is built into various layers.
Data modeling layer
Calculation layer
User interface

Flexibility
Development options for planning relevant exits in:

Characteristic relationship
Data slice can be based on an exit class
Planning functions:
Planning function type formula: Define your

own planning function with the FOX formula
editor
Planning functions of type exit
Exits in variables
Characteristic Value Variable
Hierarchy Variable
Hierarchy Node Variable
Text Variable
Formula Variable
Flexibility
BI Integrated Planning covers a wide range of capabilities, allowing freedom for end
users alongside possibility of high degree of integration
Freedom for end users
Integration
Tool coverage
Spreadsheets ERP
BW-
BW-BPS
BI Integrated Planning
Agenda

2.2. Planning Model
4. Summary

Total Cost of Ownership in Planning
TCO Drivers BI Integrated Planning
Heterogeneous planning tools and Tool consolidation One set of tools

roaming spreadsheets produce high and one user interface for all planning
maintenance costs and reporting tasks
High education and training costs Built-in integration Integration tools and
BI Platform services
High integration costs due to manual Reduced data redundancy

integration of data MultiProviders and calculated key figures
Long budgeting cycles with many Fast response times Fully automated
iterations bind resources processes offered by planning sequences
in process chains

Be Ready for Growth..
BI Integrated Planning is also the scalable solution for high volume

planning applications
SAP NetWeaver BI platform is ready to support your growth

Proven to serve 1000s of users
High volume and high throughput data warehouse
Archiving and near-line storage solution available
BI Accelerator technology to access plan data
High-end enqueue server as additional installation option

Agenda

2.2. Planning Model
4. Summary

User Experience: BEx Analyzer as an Excel Add-In
Integration of flexible Excel functionality and common database
l!
Exce
Query with
exception
Input ready query

for planning
Example of user-
specific
calculation area
in your own Excel
environment
Button covers
Data provided back end
from back end planning
functions
User Experience: BEx Web Application Designer
Intuitive PDF-Based BEx Web Printing
BEx Web applications,

BEx reports and ad hoc
analyses created using
the BEx Web Analyzer
can be converted to PDF Start print
and printed dialog
Leveraging SAP
NetWeaver AS
integration with Adobe
Document Service
Adobe Acrobat Reader required, no plug-in necessary

Print options can be maintained globally or individually by the end user
User Experience: BEx Analyzer
BEx Report Designer for Formatted Planning Layouts

User Experience Example: Smart Input
Enter revaluation factors such as

+12%, * 0.9, and so on in the cell
Enter Result is calculated
immediately
Also works with multiple cells
selected

User Experience Example:
Top-Down Distribution
The following options are available:
No Disaggregation (default)
Disaggregate the entered value
Disaggregate the delta to the entered

value

User Experience Example:
Top-Down Distribution
Type of the disaggregation:
Equal distribution
This structure member, i.e. analog

distribution with respect to this structure
member, in short self reference
Following structure member, i.e. analog

distribution with respect to a structure
member one can maintain

User Experience: BI Accelerator for Planning
Business Any Tool

Explorer
BI Accelerator responds to queries:

joins and aggregates at runtime
BI Analytic
Engine
Query and
response indexes
loaded
into memory
Real-time Real-time
Plan buffer Basic
InfoCube InfoCube Indexing
and caches InfoCubes
open request closed request
creates and stores

indexes for InfoCubes
Any
Data Acquisition
Source
SAP NetWeaver BI BI Accelerator

User Experience: Process Chains
Administration Using Process Chains

Agenda

2.2. Planning Model
4. Summary

Summary
Enhanced user experience

Better support and flexibility for power users
Lower TCO
Performance
New types of analytic applications can be built

Thank you!

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BI Integrated Planning in

SAP NetWeaver 7.0

SAP 2008 / SAP NetWeaver Bi 2

Tool A Tool C Tool E

Tool B Tool D Tool F

SAP 2008 / SAP NetWeaver Bi 3

Personalization Personalization Personalization

Common Database and Common Data Models

SAP 2008 / SAP NetWeaver Bi 4

Personalization Personalization Personalization

Common Set of Tools

Common Database and Common Data Models

SAP 2008 / SAP NetWeaver Bi 5

Personalization Personalization Personalization

Common Set of Tools

Common Database and Common Data Models

SAP 2008 / SAP NetWeaver Bi 6

SAP 2008 / SAP NetWeaver Bi 7

Integrated Planning with SAP NetWeaver BI provides:

Faster implementation and reduced maintenance costs

SAP 2008 / SAP NetWeaver Bi 8

SAP 2008 / SAP NetWeaver Bi 9

Loose coupling via portal

BEx Suite BPS Front-end

Variables Variables Repost

Caching Services Planning Buffer

Services Services Functions

Variables Variables Repost

Caching Services Planning Buffer

Data Store Master Data

Business Explorer Suite (BEx)

Analytic Engine Planning Modeller

BEx Query Designer

Analytic Engine Planning Modeler

OLAP Services Planning-Specific Services Planning Functions

SAP 2008 / SAP NetWeaver Bi 13

Business Explorer Suite (BEx)

AdHoc Query & MS Excel

Analytic Engine Planning Modeller)

Business Explorer Suite (BEx)

AdHoc Query & MS Excel

Analytic Engine Planning Modeller)

SAP 2008 / SAP NetWeaver Bi 16

Data Warehousing Planning Modeler BEx Query Designer BEx Analyzer

For Excel front end

BEx Web Application

SAP 2008 / SAP NetWeaver Bi 18

SAP 2008 / SAP NetWeaver Bi 19

BEx Query Designer

Use the BEx Query Designer for planning scenarios

SAP 2008 / SAP NetWeaver Bi 20

BEx Query Designer

Prerequisites for input ready cells in input ready queries

Setting real-time InfoCube load behavior

Input ready query created on top of an aggregation level or

No prohibited combinations of characteristic relationships in the cells

SAP 2008 / SAP NetWeaver Bi 21

BEx Query Designer

Prerequisite for input-ready cells in plan queries

No data slices for the characteristics used

Permitted characteristic combinations only

No calculated key figures for an input-ready cell

SAP 2008 / SAP NetWeaver Bi 22