Week 2: Advanced Planning

Unit 1: Data Actions – Basics

Data actions – basics
Introduction

▪ Data actions define a sequence of operations performed on the data of a model

▪ Data actions can be used to transform data or perform custom logic calculations based on the data
▪ Data actions can be re-used in different stories or analytical applications
▪ Data actions are key for defining
data-intense custom logic operations
▪ The results of a data action are
permanently persisted in the
underlying data model

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Data actions – basics
Types of steps

Available types of data action steps:

1. Copy Operation: Copy data within the same
data model
2. Cross-Model Copy: Copy data between models
3. Allocation: Allocate data from sender to source
according to specific rules
4. Embedded Data Action: Embed another data
action into the current data action
5. Currency Conversion: Convert from source to
target currency
6. Advanced Formula: Custom logic via textual
script or visual formulas

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Data actions – basics
Currency conversion step

▪ The new model can have several

measures with different currency settings
▪ Currency measures can be converted
within a data action with a currency
conversion step
▪ The values of a source measure are
converted into a target measure
▪ The conversion can be configured with
additional parameters

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Data actions – basics
Embedded data action step

▪ Existing data actions can be reused via an

embedded data action step
▪ A data action based on the same model can be
executed from another data action
▪ Parameters can be passed to the embedded data
action

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Data actions – basics
Execution

▪ Data actions can be triggered in

different ways:
− Manually via data action triggers
− Scheduled via the planning calendar
− Via script API in SAP Analytics Cloud,
analytics designer
▪ Runtime parameters can be provided in
different ways:
– Value selection via user prompt
– Fixed values
– From context via story/page filters

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© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Week 2: Advanced Planning
Unit 2: Data Actions – Deep-Dive
Data actions – deep-dive
Demo

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No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Week 2: Advanced Planning
Unit 3: Multi Actions – Basics
Multi actions – basics
Introduction

▪ Orchestrated execution of several

SAC components
▪ One-click or event-based execution
▪ Automation of complex processes
▪ Monitoring of the execution

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Multi actions – basics
Design time

▪ Define a sequence of different steps

▪ Currently supported types of steps:
− Any data action (also for different models)
− Publish version
▪ Parameters can be defined and passed to
data actions

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Multi actions – basics
Execution

▪ Multi actions can be executed

in different ways
− Manual execution via a
trigger
− Scheduled execution via
calendar task

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Multi actions – basics
Difference between data actions and multi actions
Data Actions
▪ Main focus on core planning calculation
capabilities including data manipulation,
advanced formulas, allocations, currency
conversion
▪ Single component which includes the full design
time for each supported calculation capability
▪ The individual data action result can be applied to
one model and one version only
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Multi Actions
▪ Main focus on orchestration of multiple
components that can be tied together into a
logical execution flow
▪ Multi actions do not provide the design time for
any individual component but define end-to-end
workflow and context to execute against
▪ Execution scope can range across multiple
models and versions
5
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© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Week 2: Advanced Planning
Unit 4: Allocations
Allocations
Introduction

▪ Allocations are used to distribute values from a source to a target based on defined rules
▪ Business examples:
− Allocate indirect costs to products based on sales
− Allocate expenses between cost centers based on consumed quantities
▪ SAP Analytics Cloud provides a dedicated design time to specify allocation rules

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Allocations
Allocation step

▪ Target Dimension:
Values are
distributed to the
▪ Source Dimension: members of these
Aggregated values of dimensions
members are distributed
▪ Existing values can
▪ Values can be optionally kept be overwritten

▪ Measures for which ▪ Dimension taken as

allocation is executed reference distribution

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Allocations
Allocation rules

▪ Allocation rules define the distribution

from source to target in detail
▪ The driver defines the ratio of the
allocated source value for each target
combination

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No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Week 2: Advanced Planning
Unit 5: Advanced Formulas – Basics
Advanced formulas – basics
Introduction

Advanced formulas provide a mechanism for custom

calculation logic
▪ The logic can be defined in two different ways:
1. Graphical wizard (visual formulas)
2. Script editor (textual entry)
▪ Users can switch between the graphical wizard
and the script editor
▪ Advanced formulas are capable of handling data-
intensive operations

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Advanced formulas – basics
Script

▪ The script editor allows logic defintion by textual script

▪ Advanced formula script has three parts
1. CONFIG – section
2. MEMBERSET – definitions
3. Calculation expression
▪ The editor provides context help and code completion

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Advanced formulas – basics
Calculation scope info

▪ In the script editor, calculation scope information is provided for each DATA – statement
▪ The scope information shows how many dimension members based on the scope definition will be effictive
for the statement
▪ The information can be used to roughly estimate how many data records will be processed
▪ The actual number might be different at runtime

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Advanced formulas – basics
Aggregated dimensions

▪ By default, advanced formulas operate on all

dimensions
▪ For some calculations, not all dimensions are
relevant, and calculations should only be applied
to an aggregated data set
▪ Dimensions of a model can be automatically
aggregated:
AGGREGATE_DIMENSIONS =
[d/Dimension1], ...
▪ For those dimensions, data will be aggregated to
a specific member:
AGGREGATE_WRITE_TO [d/Dimension1] =
<element>

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© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Week 2: Advanced Planning
Unit 6: Advanced Formulas – Deep-Dive
Advanced formulas – deep-dive
Generic iterations

▪ With FOR – TO generic iterations can be implemented

▪ The number of iterations is defined by a numeric counter
variable
▪ The iteration can be cancelled based on condition using
BREAK
▪ A step size can optionally be provided
▪ Syntax:
FOR <counter> = <start_value> TO <end_value>
[STEP <step_value>]
[statements]
[BREAK]
ENDFOR

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Advanced formulas – deep-dive
Elimination member

▪ With ELIMMEMBER, simple one-sided elimination of plan

values can be implemented
▪ It returns the common parent for two given dimension
members, Member1 and Member2, for the specified
hierarchy
▪ Example:
ELIMMEMBER([d/ENTITY].[h/Hierarchy], "DE", "FR",
[d/ENTITY].[p/ELIMINATION]="Y“)

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Advanced formulas – deep-dive
Local variables

Different types of local variables:

▪ Float variables: local variable of type float to store numeric
values
FLOAT @VariableName
▪ Integer variable: local variable of type integer
INTEGER @VariableName
▪ Local dimension member: on-the-fly dimension members
to store intermediate results
VARIABLEMEMBER #VariableName OF [d/Dimension]

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© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Week 2: Advanced Planning
Unit 7: Advanced Formulas – Use-Case
Advanced formulas – use-cases
Demo

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No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.