SAP TECHED ’06

BIM250 INTEGRATED PLANNING WITH SAP NETWEAVER BI: FROM DATA ENTRY TO HIGHLY INTEGRATED PLANNING APPLICATIONS

EXERCISE: CREATING EASY DATA ENTRY
Dietrich Eisenhardt, SAP AG Vi-Quyen Huynh, SAP AG Detlef Wassmuth, SAP AG Katie Beavers, SAP LABS, LLC. Marc Bernard, SAP LABS, LLC. Scott Cairncross, SAP LABS, LLC

SAP TECHED ’06
Version 0 Changed by Detlef Wassmuth Date 118.08.2006

SEPTEMBER 2006
1 Topic

Table of Contents 1 Miscellaneous................................................................................................................................................. 2 1.1 Technical Information:.......................................................................................................................... 2 1.2 Data Model: .......................................................................................................................................... 3 1.3 Real-Time InfoProvider: Sales –Plan Data- Group 00 - RKT Sample [PM_SDP00]........................... 4 1.4 Aggregation Level: TE 06: Simple Data Entry GR XX [TE_EDE_XX].............................................. 4 2 Creating an Aggregation Level for Data Entry............................................................................................... 5 3 Creating an Input-Ready Query for Data Entry............................................................................................ 12 4 Data Entry Using BEx Analyzer .................................................................................................................. 24

SAP TECHED ’06 SEPTEMBER 2006 2 1 Miscellaneous 1.1 Technical Information: System: Client: Patch: CITRIX: CIM 003 SP08 Training Zone / PM BI Frontend – Demo C:\SessionContent\BIMxxx Sales –Plan Data.Group 00 – RKT Sample PM_SDP00 RABI70 Integrated Planning RABI70_P01 Create your own aggregation level: Description: TE 06: Easy Data Entry GR XX Technical name: TE_ALE_XX Description: Easy Data Entry GR XX Technical name: TE_EDE_XX Plan InfoCube: InfoArea: ALVL: Query: .

SAP TECHED ’06 1.2 Data Model: SEPTEMBER 2006 3 Your own aggregation level TE_ALE_XX Real-time InfoProvider PM_SDP00 .

4 Aggregation Level: TE 06: Simple Data Entry GR XX [TE_EDE_XX] Object type Time characteristic Characteristics Name Calendar year User version Plan version Country (SAP Demo) Sales Currency key Technical name 0CALYEAR PM_PLAUSE PM_PLAVER 0D_COUNTRY PM_SALES 0CURRENCY Key figure Unit .SAP TECHED ’06 SEPTEMBER 2006 4 1.Group 00 .RKT Sample [PM_SDP00] Object type Characteristics Name Country (SAP Demo) Distribution channel (SAP Demo) GIS region (SAP DEMO) Material (SAP Demo) Material group (SAP Demo) Plan version User version Version (SAP Demo) Cost in statistics currency (SAP DEMO) Plan price Quantity in base units (SAP DEMO) Sales Sales Calendar year Calendar year/month Base unit of measure Currency key Statistics currency Technical name 0D_COUNTRY 0D_DIS_CHAN 0D_REGION 0D_MATERIAL 0D_MTLGROUP PM_PLAVER PM_PLAUSE 0D_VERSION 0D_COSTVALS ZD_PLANPR 0D_QUANT_B PM_SALES SALES 0CALYEAR 0CALMONTH 0BASE_UOM 0CURRENCY 0STAT_CURR Key figures Time characteristics Units 1.3 Real-Time InfoProvider: Sales –Plan Data.

: Your TechEd password .SAP TECHED ’06 SEPTEMBER 2006 5 In this exercise you create a simple data entry. You require the following objects: Real-time InfoProvider: For storing the data Aggregation level: As the basis of the input-ready query Input-ready query: For data entry First step: Creating an aggregation level on top of a real-time InfoProvider 2 Creating an Aggregation Level for Data Entry Log on to the system: System: CIM Client: 003 User: Your TechEd user Password.

select transaction RSPLAN – BI Integrated Planning The BI Integrated Planning screen appears. so you start the web-based planning modeling tool: the planning modeler. .SAP TECHED ’06 SEPTEMBER 2006 6 In the SAP menu. You want to create a simple aggregation level for data entry.

The initial screen for the Planning Modeler appears.SAP TECHED ’06 SEPTEMBER 2006 7 Log on to the system. Use the same user ID and password as for the CIM system. . You want to create an aggregation level on top of real-time InfoProvider PM_SDP00. Enter PM_SDP00 in the InfoProvider field and start the search.

.SAP TECHED ’06 SEPTEMBER 2006 8 The system finds the InfoProvider and you select it as the basis of the aggregation level. Go to the next tab page: Aggregation Level. Create a new aggregation level.

Enter: Technical name: TE_ALE_XX (always replace XX with your group number) Description: TE06: Simple Data Entry GR XX Select “Transfer”. . The dialog box shown above appears.SAP TECHED ’06 SEPTEMBER 2006 9 Choose “NEW”.

Select the required InfoObjects by marking the check flag. Select the InfoObjects that are listed in the table below. Object Type Time characteristic Characteristic Name Calendar year User version Plan version Country (SAP Demo) Sales Currency key Technical Name 0CALYEAR PM_PLAUSE PM_PLAVER 0D_COUNTRY PM_SALES 0CURRENCY Key figure Unit Check your selection. Save your selection. the system lists all the InfoObjects that are included in the real-time InfoProvider.SAP TECHED ’06 SEPTEMBER 2006 10 In the lower area of the screen. .

.SAP TECHED ’06 SEPTEMBER 2006 11 Activate your selection. creating the input-ready query. You have created the basis of the input-ready query and can continue with the next step.

SAP TECHED ’06 SEPTEMBER 2006 12 3 Creating an Input-Ready Query for Data Entry Start the Query Designer under: CITRIX\start\Programs\Business Explorer\Query Designer Log on to the system: System: CIM Client: 003 User: Your TechEd user Password.:Your TechEd password .

SAP TECHED ’06 SEPTEMBER 2006 13 Choose “Create New Query” In the open dialog. select the aggregation level you created in the first exercise. TE_ALE_XX (always replace XX with your group number) .

SAP TECHED ’06 SEPTEMBER 2006 14 On the left-hand side of the screen. You see the characteristics that are part of these dimensions. . Open the dimensions. the system displays the objects in the aggregation level.

SAP TECHED ’06 SEPTEMBER 2006 15 Navigate to the characteristic values and select value “Approved” for characteristic “Plan version” and the variable characteristic value “Exit Variable mit UserName” (Exit Variable with User Name) for characteristic “User Version”. You access the context menu by right-clicking on the object. . Use drag and drop to move these to the “Characteristic Restrictions” screen area. select value “Value Ranges”. Select the characteristic “Calendar Year” and restrict it by choosing the appropriate entry from the context menu. In the drop-down box.

Select value “2007”. .SAP TECHED ’06 SEPTEMBER 2006 16 Open the drop-down box for the start value.

SAP TECHED ’06 SEPTEMBER 2006 17 Open the drop-down box for the end value. The restrictions should now look like this. Select value “2009”. .

SAP TECHED ’06 Select characteristic “Currency” and restrict this to value “EUR” SEPTEMBER 2006 18 .

SAP TECHED ’06 In the drop-down box. Choose OK. select “History“ or “Single Values“. . SEPTEMBER 2006 19 Select “Euro” and choose the arrow button to move it across to the selection area of the screen.

On the start screen of the query. Go to the “Rows/Columns” tab page. Do the same with the “Calendar Year” characteristic. you want to include all the characteristic combinations of the characteristics “Country” and “Calendar Year”. You use these characteristics to define the rows and columns on the next tab page. . select the “Master Data” radio button. Select characteristic “Country” and in the properties pane. on the “Extended” tab page.SAP TECHED ’06 SEPTEMBER 2006 20 Move the characteristics “Country“ and “Calendar Year” to the “Default Values” field. “Rows/Columns”.

Select the third radio button “Data can be changed using user entries or planning functions”. . Move the “Sales” key figure to the columns. Create the planning-specific property for each planning key figure. Move the “Country” characteristic to the rows. Select the “Sales” key figure and go to the planning tab page in the property pane.SAP TECHED ’06 SEPTEMBER 2006 21 You need to include a key figure in the input-ready query.

the query starts in change mode. Go to the “Planning” tab page. Check the checkbox. In the properties pane. If you set the indicator. .SAP TECHED ’06 SEPTEMBER 2006 22 Check the planning-specific property for the whole query. select the query.

SAP TECHED ’06 SEPTEMBER 2006 23 Save the query. Description: Easy Data Entry GR Technical name: TE_EDE_XX .

.SAP TECHED ’06 SEPTEMBER 2006 24 4 Data Entry Using BEx Analyzer Start the BEx Analyzer under: CITRIX\start\Programs\Business Explorer\BEx Analyzer Start the BEx Analyzer and open your query.

SAP TECHED ’06 Log on to the system: System: CIM Client: 003 User: Your TechEd user Password.: Your TechEd password SEPTEMBER 2006 25 Open your query: Description: Easy Data Entry GR XX Technical name: TE_EDE_XX .

you have to change the query design. Enter any value in a cell. Right click to access the context menu and choose “Transfer Values”.SAP TECHED ’06 SEPTEMBER 2006 26 The system opens the query in the standard template. the system calculates the result. . nothing happens. You want to check whether the cells are input ready. In this case. To make cells input ready. If the cells are input ready.

SAP TECHED ’06 SEPTEMBER 2006 27 Use drag and drop to move characteristic “Calendar Year” from the filter to the columns of the query. . Enter any value in the cell and right click to access the context menu.

Save the query as a workbook. .SAP TECHED ’06 SEPTEMBER 2006 28 Choose “Transfer Values” to refresh the plan buffer. The system calculates the result. Choose “Save Values”. To save the data on the database. The system writes the data to the database. call the context menu a second time.

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