Revised Overview of SAP IBP Modules, Navigation, Planning Views, and Master Data Training

Hunter Douglas
IBP Training Deck

Overview of SAP Integrated Business Planning
Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

reserved.
Agenda
Introduction to SAP Integrated Business Planning 3
Modules Overview 9
Connecting to IBP 11
The SAP Fiori Launchpad 15
Planning with IBP Excel Add-in 18
Planning View Options 30
Master Data Management 57

2
reserved.
Agenda
Modules Overview 9

3
reserved.
“Integrated Business Planning is the business
planning process for the post-recession era,
extending the principles of Sales & Operation
Planning (S&OP) throughout the supply chain,
product and customer portfolios, customer demand
and strategic planning, to deliver one seamless
management process.”
Oliver Wight

4
reserved.
Supply chain planning
processes can be
categorized based on their
level in the planning
hierarchy
Planning processes can

also be categorized based
on the functional area that
the planning is done for

6
reserved.
What is SAP Integrated
Business Planning (IBP)
SAP Integrated Business
Planning (IBP) is a cloud-
based planning software
for supply chain
management that uses
real-time information to
help Hunter Douglas
respond more quickly to
market and business
volatility.
Picture Source: IBPReady

7
reserved.
Benefits of IBP
Sales & Operations (S&OP): Provides multiple forecasting models with the ability to stimulate demand, supply,
and financial models; a comprehensive view of the complete supply network and its customers, manufacturing
units, distribution units, and suppliers; and easy integration with other solutions.
Demand: Provides statistical forecasting based on historical and market data to ensure timely supply.
Inventory: Aids in improving delivery service and reducing working capital, increasing efficiency and productivity,
utilizing advanced algorithms that effectively balance inventory investment and service levels at each supply
chain link, and determining where and how much inventory should be made available in different sourcing
environments.
Response & Supply: Helps perform capacity planning and analysis based on several constraints across the
supply chain. It simulates planning and evaluates them on different scenarios, considering procurement,
inventory, warehousing, cost of production, etc. It considers demand variability and considers how to best
allocate constrained resources to ensure a high level of quality service, while keeping the cost low.
Control Tower: Helps to gain holistic visibility across internal and external supply chain planning and execution
systems and networks. Understanding the impacts and causes of exceptions and take action to solve the
problem. It enables organizations to collaborate, communicate, and monitor performance of the supply chain.

8
reserved.
Agenda
Modules Overview 9

9
reserved.
SAP IBP S&OP
(1166) WEBINAR 2020 Bite Sized IBP Session I—S&OP – YouT
ube
Module Overview SAP IBP Demand

(1166) WEBINAR 2020 Bite Sized IBP Session II—Demand – Y
ArganoSCMO2 Webinar ouTube
SAP IBP Inventory Optimization

(1166) WEBINAR 2020 Bite Sized IBP Session III—Supply and
Inventory Optimization - YouTube

10
reserved.
Agenda
Modules Overview 9

11
reserved.
Connecting
to IBP
To log on to the IBP tool, open Excel.
• If the Excel add-in is installed
correctly, click on SAP IBP on the
Excel ribbon menu.
• Click on Log On
• Select the appropriate connection
(NEW IBP PROD HDPRODPA) from
the dropdown box
• Click Log On.
If no connection has been preset by

your administrator, follow the steps in
the Setting up an IBP Connection
section.

12
reserved.
Setting up an IBP Connection 2
1
To create a new desktop connection to log into the IBP Non-Prod

(Test) or Production Client, follow the directions listed below:
4
1. Open Excel and locate SAP IBP in the Header menu of the
screen and select the Log-On icon
2. Next to Connection, Select the “…”
3. When the Connection Manager opens select the Create Icon
to create a new connection to the IBP System
4. A new window will open to enter IBP Connection Information.
Enter either test or production credentials as instructed.
5. Select "Look Up Planning Areas"
6. Then click the dropdown and select HDPRODPA planning area
7. Once complete select Okay. Repeat to setup additional 5
connections.

reserved.
13
IBP Connection Information
Production Test
• Connection Name: NEW IBP PROD (HDPRODPA)
• Connection Name: NEW IBP TEST (HDPRODPA)
• Server URL: https://my400660.scmibp.ondemand.com
• Server URL: https://my400498.scmibp.ondemand.com
• Select the Checkbox:
• Select the Checkbox:
• Select: and select the
• Select: and select the following
following Planning Area:
Planning Area:
NOTE: Please select the Look Up Planning Areas button. Sign in if

required and select the HDPRODPA Planning Area.

14
reserved.
Agenda
Modules Overview 9

15
reserved.
Accessing Fiori Launchpad
The SAP Fiori launchpad (Web Client) can be
accessed from the Excel ribbon.
• Home opens the SAP Fiori launchpad.
The SAP Fiori launchpad (Web Client) can also be

opened via your web browser. Simply enter the
URLs below for access to the test and prod IBP
systems.
Prod: https://my400660.scmibp.ondemand.com
Test: https://my400498.scmibp.ondemand.com
You can personalize the Launchpad home page by managing
groups, managing the tiles in each group, and by setting a
theme for the home page. Tiles can be easily added,
removed, moved or renamed based on user preferences.
16
reserved.
Fiori
Launchpad 1. Open Fiori Launchpad.
Demo 2. Click through the spaces which

represent an area of work. Click
on the drop down to skip
between spaces.
3. Click on the Dashboard Tile.
4. Navigate back to Fiori
Launchpad home.

reserved.
Agenda
Modules Overview 9

18
reserved.
Connection Menu
1
Connection Menu
Log On (1) Log On IBP
2
Disconnect (2) Log Off IBP

19
reserved.
Planning View Menu
Planning View Menu

1
New View (3) A Planning View is a user-defined data report in Microsoft Excel that allows the
2 user to view, edit, and share planning data stored in the database. New View menu
provides three view options:
• From Template - Creates a planning view based on a template created by an
administrator.
• Without Template On Current Sheet - Creates a planning view without a
template.
• Change History View On Current Sheet - Creates a change history view.
Favorites (2) Allows the user to Add, Update, Delete and Share favorites.
3 Edit View (3) Allows the user to change the planning view settings such as time range, key
figures, planning levels, attributes, filters, or other settings.
• View Format – Allows the user to toggle the visibility of the formatting sheet
• Sheet Options – Allows the user to change formatting and local member
settings for the current worksheet
Filter Allows the user to add, delete and edit filter to display in the planning view
20
reserved.
Data Input Menu
Data Input Menu

Save Data When the user clicks Save Data, the changes are applied to the
view and key figure changes are saved to the database.
Simulate Executes a recalculation and shows how key figure changes
(and selected planning algorithms) affect related plans in the
planning view without permanently saving changes.
Refresh Discards all manual data changes and pulls fresh data from the
IBP system.
Go Offline With the Go Offline mode, users can share their planning views
with users who do not have the Excel add-in installed.
• These users can open and work with the planning views (for
example, update key figure values) as a normal Excel
workbook file, send it back to original user as an Excel
workbook, who can then set it to online mode again and
upload their changes to the SAP IBP system.

21
reserved.
Alerts Menu
Alerts Menu
Dashboard If the planning view has alerts activated and the condition
for the alert is met, it is shown in the Dashboard. The
number in the parenthesis on the Dashboard indicates
the number of different alerts in the planning view. The
planning view must be saved as a "favorite". This will
show Key Figure Alerts.

22
reserved.
Master Data Menu
1
Master Data Menu
2 Master Data Workbook Create or edit Master Data Workbooks.
Manage (1) • Access a Single master data record, such as a product, including all its
master data attributes.
• View, copy, and edit the master data attributes for a single master
data record.
• Delete the whole master data record.
• Create a new master data record and the associated attributes.
• This icon will change to Save Changes when changes are made
3 to a master data workbook in edit mode. Clicking save changes
will then save any master data changes to the system
Favorites (2) Allows the user to Add, Update, Delete, Share and Organize
favorites.
New Planning Object (3) Allows the user to Create or Delete a New Planning Object.

23
reserved.
Scenarios Menu
Scenarios Menu
Create Allows the user to save local and unsaved simulated changes as a new scenario. The simulated
data is not written permanently to the database and is not visible to anyone else, unless the user
shares the scenario.
Manage Provides the ability to display a list of user scenarios or change the settings for scenarios. For each
scenario, the user can change the header data, and the user can define whether the scenario is to
be:
• Reset (the data is erased and reset to the data saved in the database, but the scenario is
kept);
• Promoted (the data is saved permanently to the database and the scenario is reset);
• Deleted; or
• Duplicated.

24
reserved.
Versions Menu
Versions Menu
Manage Copies key figures from one version to another. If version-specific master data has been configured, the
user can also copy master data from one version to another. The following copy functions are available:
• Copy - Updates existing data and insert new data.
• Delete - Removes all selected data including the corresponding planning notes from the source
version (no target version required).
Schedule Plans recurring jobs for version management.
Status Checks the status of the background job created when the user copies master data and key figures
between versions.

25
reserved.
Application Jobs Menu
Application Jobs Menu

Run Users can start an application job by selecting Run in the respective dropdown menu, which will look different for
users based on SAP security. Depending on the application job, the user first selects the preferred planning
operator then sets different parameters.
Schedule To schedule a job, choose Schedule from the respective planning operator’s dropdown menu. Adjust all settings
and parameters, set a filter, and use the Recurrence tab to define the schedule. Provide a job name and click Add.
The job is automatically scheduled and will show up in the Status window of the planning operator.
Status A pop-up window informs the user that the application job was started.
• When this pop-up is displayed, the application job is queued and will start to run as soon as possible.
• the user can check the status of the job in the Status window.

26
reserved.
Tasks Menu
Tasks Menu
Task • Open tasks that have been assigned to the user as part of an S&OP
process step or ad-hoc can be visualized in the Excel add-in.
• Process, process step details, and progress can be seen as well.
• Tasks can be closed in the Excel add-in.
• Tasks can be grouped and sorted by the following:
o Process
o Priority
o Due date

27
reserved.
Template Admin Menu
Template Admin Menu1.

1
Template (1) • A template administrator can share planning view templates
with all users.
• A template administrator can maintain defaults, filters, and
more.
• The system administrator can restrict the access to certain
templates for the user’s using authorizations.
Advanced (2) For a more complex definition of local key figures and advanced
setup possibilities, use the Local Members tab in the Report
Editor.
2 You can find more information and examples about local members
in the SAP IBP documentation: https://help.sap.com/ibp -> Use ->
Application Help -> User Interface > Planning with Microsoft Excel

28
reserved.
About Menu
About Menu
1 2 Help (1) Hover the mouse over Help button to show:
• About - provides the version of the Excel add-in.
• Connection Speed - shows response times of the server and the network.
• Connection Time Out Check - shows how long it takes to reach time out and whether the
network is set up properly.
• Message History - shows all messages previously generated in this session.
• Logs - technical logs that can be used to perform a more detailed error analysis.
Settings (2) The Settings are valid for the connection (system/planning area combination). The user needs to make
changes individually for each connection. The settings are not stored locally on the user’s PC.
• User Settings - user-specific settings that will be applied when the user opens their favorite
template.
• Default User Settings - Administrator Settings.
3 • Options - allows the user to setup their own preference, the way they want to view their own copy
of the template: They can rename “Key Figures” or other Member names, repeat row or column
header, protect the worksheet with password etc.
Web Apps (3) You can navigate from the Excel add-in to specific SAP Fiori apps on the SAP Fiori launchpad (Web Client).
• Home - opens the SAP Fiori Launchpad.
• Collaboration - opens the Collaboration SAP Fiori app.
• Promotions - opens the Analyze Promotions SAP Fiori app.
• Manage Planning Notes - opens the Manage Planning Notes SAP Fiori app.

29
reserved.
Agenda
Modules Overview 9

30
reserved.
Planning View Templates
• A template is a stored planning view that can be used to create
planning views. Templates are available to all users who create
planning views. Users with appropriate permissions can add new
templates and edit or delete existing templates.
• When a user creates a planning view based on a template, the

system defaults settings, such as time, key figure, attributes and
planning levels from the template. The new planning view is based
on the template’s Excel workbook, so any items stored in the
workbook itself, such as formatting, charts, or EPM local members
are also part of the new planning view. However, the system does
not save the filter criteria as a template setting.
31
reserved.
Creating a New
Planning View
To open a predefined planning view

(template or favorite):
• Click New View in the SAP IBP
ribbon. Then choose From
Template to select the pre-defined
template (as shown in the example)
• Click New View in the SAP IBP
ribbon and select Without Template
On Current Sheet…to create a
planning view from scratch
32
reserved.
Planning View
Settings
A planning view in SAP IBP requires the following
settings:
• Time horizon
• Attributes
• Key figures
• Layout (optional)
• Filter (can be either optional or mandatory,
depending on your SAP IBP system settings)
• Alerts based on alert key figures (optional)
Planners need to select relevant information in the

planning views to create the desired view.
33
reserved.
Planning View Time Horizon
Define the time periods, the period level (such as month or quarter) if you
want to display this data in periods, or automatically aggregate it within
Totals.
You can also set the time horizon be rolling, rolling from, rolling to, or
fixed. If you want the horizon to adjust to the current date automatically,
select Rolling. The application then updates the from and to values for Note: The number of different period types that you can use for your time intervals
and total columns is defined by your administrator using the global configuration
each period. parameter MAX_TIME_LEVELS in the PLAN_VIEW parameter group. For HD, the
• You can combine different time intervals. parameter is set to 3. Users can only use three levels; for example, Weekly, Monthly
& Yearly or Monthly, Quarterly, and Yearly for your time intervals/total columns in the
• The time intervals can use different period types (such as, Weekly or Monthly) that planning view, but not Weekly, Monthly, Quarterly, and Yearly. The totals count as a
you can select in the Time Period field. level as well.
• The period names, such as, Jan 2022 or CW1 2022, are defined by your
administrator.
• By using Total for a time interval, you get a total column that displays the
aggregated key figure value for this time interval.
• The order of the time intervals/total columns and period types does not need to be
chronological.
• Multiple time periods can be selected for a planning view by clicking on Add Period.
• If you want the planning horizon to adjust automatically, select "Rolling". The
application then automatically adjusts the "From" and "To" values each period.
34
reserved.
Time Period
• A time period is a specific instance of a time profile level, which is identified by a number and has a start date and an end date.
• Time periods are generated for the following:
• Years - made up of 12 individual months
• Quarters - made up of up 3 individual months. There are 4 quarters in 1 year
• Months - made up of 28, 30, or 31 days depending on the month
• Calendar Weeks (CW) - 52 CW’s in 1 year
• Technical Weeks (TW) - 65 TW’s in 1 year
• Days - 365 days in 1 year
• Storing key figures at the Technical Week level allows a consistent aggregation/disaggregation between weeks and months.
• The time period selected can cause some key figures to not show in the planning view based on their configuration.
• When displaying the data, it is automatically aggregated up to the requested time period.
• A weighting factor is used as a proportional factor to split data during disaggregation.
35
reserved.
Time Period (Cont.)
Source: SAP Model Configuration Guide

36
reserved.
Planning View
Attributes
Select relevant attributes. The user
can search the attributes from the
search tab and select. Based on
the attributes selected some key
figures will become unavailable to
select if they are not defined at
that planning level.

37
reserved.
Planning View Key Figures
• Define the key figures for which you want to see data in
the planning view.
• ZUM reflects the base unit of measure and should be
selected. Users can freely choose the currency in which
they want to see the data. Note: The Currency and UoM
conversion factors available are loaded from s4 nightly.
• The user needs to select a currency or UoM factor when
selecting key figures for which a conversion has been
defined by the administrator. This is almost every key
figure in the system.
• The sequence in which the selected key figures are listed
defines the sequence of the key figures in the planning
view. The user can easily change the sequence by using
the arrow buttons or drag and drop.
• Users can also specify whether you want to show
planning notes in the planning view.
• The key figure "Dem. Plan. Notes" & "Sup. Plan. Notes" are key figures
used to store planning notes for demand and supply planning
respectively

38
reserved.
Planning View Key Figures Details
Tooltip for Key Figures
The tooltip shows all the information on how a key
figure is defined. This can help decide if, for
example, fixing or planning notes are allowed, and
in which horizon the key figure is editable.
To make the tooltip appear, hover over a key
figure's name for about two seconds. With the pin
button in the upper right corner, the user can
keep the tooltip on the screen and move it around.

39
reserved.
Planning View
Layout
If the permission Planning View Layout is
assigned to the user, they can change the axes
(row or column) of key figures, attributes, time
periods, and scenarios using the arrows.
Users can use the layout to customize a user
planning view and how the data is shown.
Examples:
• Should the time periods be shown as columns
or rows?
• What should the sequence be of the attributes
and the key figures?

40
reserved.
Planning View
Filter
If users create a planning view using a template, the template may have
predefined filter criteria that are transferred to the planning view they
create.
There are 2 types of filters:
• Attribute-Based Filters
• Value-Based Filters
Users can also create their own filters and save them. The filters can be
accessed in the Planning Filters app as well, which enables reusing the
same filter across all the views and quickly switching between several
predefined filters when working within one view. Users can also share
planning filters to other users.
You can define filter criteria to:
• Reduce the amount of data shown in the planning view (also for
performance reasons)
• Only show the data that is relevant for the user’s current planning task.

41
reserved.
Planning View Alerts
In configuration, the administrator can define alert key
figures. Alert key figures can make the user aware of any
data that hits a predefined threshold. For example, the
capacity utilization exceeds 95% (Alert Key Figure:
Capacity Overload Alert Threshold).
Alerts can be displayed in the Alerts dashboard of the
planning view. If alert key figures have been configured
for the planning area and the planning view is saved as a
favorite, the Alerts tab is available when users create
and edit a planning view.
You need to assign an alert key figure to the following:
• Scenario
• Version
• Workbook sheet
• Alert key figures do not work with the sheet option
Remove Empty and Zero Values.
Note: If the user shares a planning view favorite that
contains alerts, the recipients don’t see the alerts in the
alert dashboard.

42
reserved.
Planning View Alerts
An alert is only displayed in the alert dashboard if:
1. The planning view which contains the alert key figure definition has been saved as a favorite
planning view.
2. The Name in Alert Dashboard (Favorite Views Only) field has been filled.
Note: The alerts in the alert dashboard are constantly recalculated by the system. This can have an
impact on the performance.

43
reserved.
Editing Planning Views
You can edit all settings of a planning view using the Edit View button in the SAP IBP ribbon.

44
reserved.
Saving Planning Views as Templates &
Favorites
Templates can be created for a variety of reasons:
• A template administrator can share planning view templates
with all users
• A template administrator can maintain defaults, filters, and
more
• The system administrator can restrict the access to certain
templates for the user’s using authorizations
Favorites can be created for a variety of reasons:

• Individual for the user
• Only visible for users with whom the user has shared the
favorites
• The administrator cannot centrally restrict the access to the
favorites to certain users
• Favorites have a separate lifecycle: Favorites that were created
from a template do not get automatically updated when the
original template gets changed (the formatting, for example)

45
reserved.
Attribute Based Filters

46
reserved.
Attribute-Based Filters
Attribute-Based filters can filter the data on a planning view based on attribute values.
Examples:
• Product ID = HDU-DUNM00, HAP-APNM00, 1000002, LVWOVEN-LVCCBU
• Loc Desc. = HD Broomfield, LV Ogden, HD Salt Lake City
Users can select the value help (ellipses) to see the available attribute values.
Alternatively, users can copy and paste attributes directly in

the entry field (also a list of values can be copied). The
system automatically adds the separators (;)
47
reserved.
Cascading Attribute-Based Filters
Users can select the cascading filter to filter attributes based on

other attributes. This is useful when the user wants to filter on
attributes that have a huge number of values.
For example, in a master data workbook or when editing the
planning view, a user can filter on location. Using the cascading
filter, users can set another filter criterion, such as region. The
system then displays a list of locations that are part of the region
you specified.

48
reserved.
The planning view can be filtered when it
is created. The filters can also be
created/edited after the planning view has
been created.
Attribute-
1. Click the dropdown menu under the
Filter icon.
2. Select Edit
Based Filters 3. Click the Attribute Combo Box drop-
down menu
Demo 4. Select an Attribute (Material Type ID)

5. Click the ellipses …
6. Choose filter value. In this example, we
are choosing KMAT and PMAT
7. Continue to choose filter values as
required
4
8. Click OK

reserved.
1. Go to the “Planning View” section within
Excel ribbon and click on “Edit View
2. Select filter and choose an attribute:
Cascading
(Product ID has been chosen for
demonstration purposes)
Attribute
3. Click the ellipses under Values to expand
the Cascading Filter
4. Cascading Filter, will allow for further
Filters Demo filtering within the primary attribute, in this

case Product ID. This helps narrow down a
large list. Once selected, click “Apply” and
again “OK”.
5. At the initial filter screen, click OK

reserved.
Saving Attribute-
Based Filters
Users can save their attribute-based filter settings to
have them available later with just one click as a
planning filter.
To do so, define the filter (both Attribute-Based and
Value-Based) and click ADD. The saved filters are
available in multiple areas:
• Planning view definition
• Filter menu in the planning view
• Application jobs started from the Excel add-in
• Master data workbook, if the saved filter is relevant
for the respective master data
• Change history view
• SAP Fiori app Planning Filters on the Web UI, where
the saved filters can also be shared with other
users or user groups

51
reserved.
Update/Delete/Organize
Attribute-Based Filters
Click on Filter and select the filter that needs to be updated,
deleted or organized.
• To update a previously saved filter, select the filter from the
dropdown, change the filter conditions, and choose Update.
• To delete a filter, select the filter from the dropdown and
choose Delete.
Note: that you can only delete filters that are not used on
saved on planning views.
• To reorganize your folders and the assignment of filters to
folders, choose Organize. Then you can do the following:
• Drag and drop a filter to a different folder
• Create a new folder and drag and drop filters to this
new folder
Note: Folders that do not contain any filters are deleted
automatically.
52
reserved.
Value-Based Filters
These filters can filter the key figure data on a planning view based
on key figure values.
• Value-based filters cannot be shared with other users and is
not visible to other users under the name an individual user
gives it.
• Value-based filters are saved within templates, favorites and
offline workbooks.
• When a user shares a template or a favorite with other users,
they see the filter criteria only as an Ad-Hoc Filter (that is, with a
different neutral name).
• For value-based filters, there are no Template Admin options,
such as Don’t copy, Copy as suggestion, or Copy as mandatory
(which are available for the attribute-based filters).

53
reserved.
Creating a Value-Based Filter Planning View
In the time settings of the value-based filter, the user can decide for which time range the filter criteria should be met.
Both the time and the range can be different from the time settings of the planning view.
Example: In the planning view there could be weekly buckets from week 8 to week 20 in 2018, while the value-based
filter criteria should be met in monthly buckets for the last 6 months.
As for the time settings, the user can set a rolling horizon using Rolling, Fixed, From Rolls and To Rolls.
54
reserved.
Applying Key Figures with Value-Based Filters
Users can only choose key figures that are part of their
planning view (including alert key figures).The user
then decides on the operator type. The following
operator types are available:
• Equal To
• Not Equal To
• Greater Than
• Less Than
• Between
• Not Empty
• Not Empty or Zero
• Is Empty
• Is Empty or Zero
After that, set the threshold values according to user

needs and decide where the filter criteria should be
met in at least one period (for example, month) of the
selected time range (March – August 2018 in the
example), in all periods, or in the total column for this
time range.

55
reserved.
Removing Empty Key Figures with Value-Based Filters
To remove any planning combinations where all key figure values are empty, or zero within the defined time horizon, users set the value-
based filter in the planning view to All Selected Key Figures. This setting automatically switches the operators next to it, to Not Empty or
Zero and In At Least one Period.
56
reserved.
Create/Update/Delete Value-Based Filters
Users can create, update, and delete your value-based filters.
• Creating a new filter: If the user clicks Add, the system asks for the filter name. The filter will be included in the filter dropdown menu.
The filter contains the settings that the user had set for the filter before they clicked Add.
• Updating a filter: If users change the filter criteria for a previously saved filter, they need to click Update to overwrite the previous
settings.
• Deleting a filter: To delete a filter, select it in the dropdown menu and click Delete.
• In the filter dropdown menu, users can only see the filters that are based on key figures that are included in their planning view.
Note: Value-based filters cannot be shared with other users.
57
reserved.
Removing Value-Based Filters
If the user wants to remove the value-based filter criteria from their planning view, they need to switch to (None) in the filter dropdown
menu. This will remove the value-based filter from their planning view.
58
reserved.
Renaming Value-Based Filters
The user can rename value-based filters and their respective folders via the Organize menu. For the value-based filters, the Organize
dialog can be found in the New Planning View / Edit Planning View window on the Filters tab:
59
reserved.
Copying Settings Across Planning View Worksheets
Once filters are set, they will only apply to 1

the selected Planning View worksheet.
Filters can be copied to all worksheets.
1. Select the Copy Filters Icon.
2. Select the settings in “Copy Settings”
that the user would like applied to 2
other worksheets.
3. Select the worksheet in “From” that the
Settings will be copied from 3
4. Select the worksheets in “To” that the 6
Settings will be applied to. 4

5. Click “Copy”.
5
6. Select “Ok”.

60
reserved.
Agenda
Modules Overview 9

61
reserved.
Master Data Ribbon
• The Master Data portion of the IBP Ribbon is used to maintain the Master Data either on a specific Data Point combination or by Master
Data Type. Product, Location Product, Production Source Header & Production Source item, Resource Location Product are some of the
more important master data worksheets. Depending on the S&OP process, attributes from different master data worksheets will drive
different planning results.
• Users can create master data worksheets to work with master data in the IBP Excel add-in. If the user’s worksheet is a master data
worksheet, they can also save the master data displayed as a favorite and share their favorites with other users. Users can open only their
own favorites, or the favorites other users have shared with them.
• The functions for managing master data and working with the user’s master data favorites in the Master Data group are on the IBP ribbon.
Note: No favorites have been established for HD
• The Master Data Types specific to Inventory Optimization: Product, Location, Customer, Currency, Exchange Rate, Subnetwork ID, Location
Product, Production Source Header, Production Source Item (if applicable), Location Source, and Source Customer Group.
• There are Attributes within the Master Data that are specific to IO and changing these fields will have differing impacts to the IO algorithm.
62
reserved.
Opening Master Data
1. Begin with clicking on Master Data Workbook and select Create
2. Select Master Data Type from drop-down
3. Press OK
Note: Top suggested Master Data tables with important associated attributes:
• Product: Product ID, Product hierarchy attributes, taxonomy levels, product description, etc.
• Location Product: ABC/XYZ ID, time series property, use IO results, safety stock (S4), auto outlier
correction, etc.

63
reserved.
Opening Master Data (cont.)
4. Use Excel filter to filter desired attribute.
5. Scroll left and right to search for desired attribute.

64
reserved.
Adding Multiple Tabs to Master Data
Workbook
1. Click the Master Data Workbook and select
Edit.
2. Now add the selection of Master Data
sheets that are shown. Ensure Master Data
is selected (a), and (b) select the intended
data sheet(s). In this example, Customer
Product and Location is selected.
Note: Click the icon for each new sheet to add.

67
reserved.
Adding Multiple Tabs to Master Data
Workbook (cont.)
• Customer Product and Location have now been added to the Master Data workbook selection
along with Customer. Click OK in the bottom right of the edit screen.
• All intended Master Data is now included in the workbook.

68
reserved.
Edit a Master Data Workbook
1. Click the Master Data Workbook and select Edit.
2. Check the Edit box in the Master Data tab to be able to edit the entries. Now click “OK”.
The “Customer” Master Data tab is now editable.

69
reserved.
Adding Planning Filter to a Master Data
Workbook
• Click the Master Data Workbook and select Edit.
• In the Edit Master Data Workbook screen, there is an option to choose existing planning filter. To
add an ad-hoc filter, choose a master data attribute from the drop down. Once the attribute is
added, click on the ellipses “…” to select the values.

70
reserved.
1. Press Master Data Workbook and a popup opens.
2. Press the dropdown arrow next to Master Data Type
and a list of the many Master Date Types will be
available. Select one of the applicable IO Master Data
Master Data: Types, we will use Location Product.

3. Choose Location Product and check the Edit
Changing checkbox:
4. Press Ok. The Location Product table will open with
Attributes
orange columns representing Editable Master Data
fields. Scroll to the right until the Attribute Periods
between replenishment is visible.
Demo 5. Change to a different numeric value at which point a

Save Changes will be visible in the Master Data portion
of the IBP Ribbon.
6. Press Save Changes and the change will be sent to
IBP. Then run the IO Algorithm for the change to take
effect to the Location Product combination.

reserved.
For a Copy of this deck and more
information:
https://sites.google.com/hunterdouglas.com/ibp-project/training/c-ibp-planning/i-overview

reserved. 72
Questions

reserved. 73
Daily Assignment
Log on to IBP and open one of the
1
following Views:
1. Open and Review your Demand using

the PIR Planning View and/or the
Demand Pegging View. 15 minutes
2. Open and Review your Projected

Inventory using the Projected Inventory
View. 15 minutes
3. Get used to the Views and the

Information on them.
Adjust Filters and Time Periods.
Save as a Favorite.
2
4. Attend the Friday Questions and
Issues Meetings running through April.

reserved. 74
Open the PIR Planning View
1. Choose the drop down on 1
“New View”. 2
3
2. Choose “From Template”.
3. In the Template box,
choose the drop down
arrow to review choices.
4. Select “Focus Views”
Folder on the drop down. 4
5. Select “PIR Planning View” 5
6. Select “OK” at the bottom

right.
6

reserved.
Setting the Different Tabs - Time
1. The default “Time Period”
will be in weeks. Weeks is
good for smaller time
periods. 4
2. Note that the current week is
in BOLD lettering. Set the
“From” date to current week
(in Bold).
3. Set the “To” period for W12 1 2 3
2025. This defines how far
out the view will show.
4. To copy these settings to the 5
other Tabs, click the “Copy”
icon.
5. When the “pop-up” appears,
select “Copy Settings” Time, 6
6. Note the tab you are on and

choose that for “From”.
7
7. For “To”, choose all other
tabs.
8. Select “Copy”. 8
reserved.
Setting the Different Tabs - Filter
1. Set a filter for the
“Product ID” you wish to
view. Alternate: Use
Purchasing Group to
select many Materials.
3
2. Choose the “Loc.”
(Location) you wish to
view. 1 1
3. To copy these settings to 2 2
the other Tabs, click the
“Copy” icon.
4. When the “pop-up” 4
appears, select “Copy
Settings” Filter,
5. Note the tab you are on
and choose that for
5
“From”.
6. For “To”, choose all other
tabs.
5 6
7. Select “Copy”.
8. To begin viewing the 7 8
output, select “OK”.
reserved.
Viewing Demand – Independent Demand
On the Independent Demand Tab, note
the two Attributes and the Three Key
Figures.
1. The “Loc.” (Location) and the 1
“Product ID” were chosen in the 3
2
filter.
2. The Key Figures shown are all
default values:
1. “Cons. Dem. Fcst Qty” is a default
Key Figure that shows the external
demand from sales orders.
2. “Order Reservations” is customer
orders reserved against Demand.
3. “Independent Dem. Is the same as
the Cons. Demand Qty”.
3. Interpreting the screenshot on the
right, you can see that this material
at the defined location has no
Independent Demand from
external customers or sales orders.
4
4. Proceed to the Dependent Demand
View by choosing the next tab.
reserved.
Viewing Demand – Dependent Demand
On the Dependent Demand Tab, note the
four Attributes and the One Key Figures.
1. The “Loc.” (Location) and the “Product
ID” were chosen in the filter. The
Product ID on this tab represents the 1 2 3 4 5
“Parent” in a Bill of Material.
2. “Comp. Product ID” is the component
inside the Product ID’s Bill of Material.
This is the “Child” material.
3. The “Base UOM” references the base
unit of measure for each component
(Child) in the Product ID (Parent).
4. The “Outbound Production Demand”
Key Figure is the required usage on
each component to satisfy the needs on
the Product ID.
5. The values by week represent the
dependent demand on the component
Products that peg to the Product ID in
review.
6
6. To see the Demand from Stock Transfer
Orders, choose the Transportation Tab.
Note:Produced
If you
reserved. wish to see Dependent BOM demand on the Product ID, you will need to define it as a filter for the Comp. Product ID .
by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights
Viewing Demand – Transportation (STO/STR) Demand
On the Transportation Tab, note
the two Attributes and the One
Key Figures.
1. The “Loc.” (Location) and
the “Product ID” were
chosen in the filter. 1 2 3 4
2. The “Ship-To Location ID”

is the site that has
projected transfer
requirements.
3. “Dependent Location
Demand” is the Key figure
that defines when and how
much material is needed.
These are anticipated
Stock Transfers.
4. Note that by week you can
view the dependent
demand value on the
Product ID at the Loc.
Chosen.
5
5. Proceed to the Total
Demand View by choosing
the next tab.
reserved.
Viewing Demand – Total Demand
On the Independent Demand Tab,
note the two Attributes and the
Three Key Figures.
1. The “Loc.” (Location) and the 1
“Product ID” were chosen in 2
the filter. 3
4
2. Independent Demand is the
key figure that shows the
external demand from sales
orders. It is from the
Independent Demand tab.
3. Dependent Demand is the
total demand on the Product
ID from the Dependent
Production (if the material is a
child) and the Transportation
Demand.
4. Z-Total Demand Quantity
displays all demand on the
Product ID at the chosen
Location.

reserved.
Open the Demand Pegging View
1. Choose the drop down 1

2
on “New View”. 3
2. Choose “From
Template”.
4. Select “Demand 4
Pegging.”
5. Select “OK” at the
bottom right.
5

reserved.
Peg Your Component Demand
1. Choose Component Tab
2. Choose Edit View from
the Toolbar.
3. Filter Based on Comp. 2
Product ID. Add your
SKU as the Value; Click
OK.
4. The Components Tab is
Generated with the
where used list of your
Component in the
Product ID Column.
Select and Copy the
Product ID’s for use in 4
the next step
3
1
reserved.
2
Find what is driving

demand
3
1. Choose Customer Demand Tab
2. Edit View
3. Filter Based on Product ID and your SKU;
Click OK. 4
4. List is Generated with the PMAT’s and your
SKU’s Demand. Demand is called out.
Note: The PMAT quantities on this

sheet are multiplied by the PBOM
quantities to get the needed
quantities on the component Tab.
1
84
reserved.
Open the Projected Inventory View
1. Choose the drop down 1
2
on “New View”. 3
2. Choose “From
Template”.
4. Select “Projected
Inventory.” 4
5. Select “OK” at the

bottom right.
5

reserved.
Filter on the Data you wish to View
2
1. Click on Inventory Units Tab
2. Choose Edit View
3. In the Edit view choose the
Attributes and Values you
wish to view. Ie. Product ID 4
Purchasing Group, Plant,
etc. 3 5
4. Click on the Copy Icon sel.
Copy Settings Window will
display.
5. Check Filter under Copy
Settings. From Choose the 6
sheet you wish to copy from.
To – The sheet you wish to
copy to.
6. Click Copy
7. Click OK
1 7

86
reserved.
Explore the Inventory Units Tab
Stock on Hand – Stock on Hand less WIP
Exclusion
Stock on-hand Including WIP - Total Stock
Projected Stock – Projected Stock
Safety Stock S4 – Safety Stock From S4
Cycle Stock (Average) - From I/O
Reference
Cycle Stock (Target) – From I/O Reference
Z - Total Demand Quantity - Total Demand
Confirmed External Receipts - Open PO’s
Confirmed Production Receipts - Open
Production Orders
Confirmed Transport Receipts - Open
Transport Receipt
Receipts – IBP Heuristic Planned Receipts

87
reserved.
Explore the Inventory $ Tab
Initial Stock Value – Stock on Hand less
WIP Exclusion Value
Projected Stock Value – Projected Stock
Value
Safety Stock S4 Value – Safety Stock
Value From S4
Cycle Stock Value (Average) – Cycle
Stock Average Value
Cycle Stock Value (Target) – Cycle Stock
Target Value
Z - Total Demand Value - Total Demand
Value
Total Receipts Value – Receipts Value
Total Production Value - Production Value

88
reserved.
Other Questions

reserved. 89
Fulfilling the promise of the Digital Renaissance for all
Please Complete the Survey

90
reserved.

Revised Overview of SAP IBP Modules, Navigation, Planning Views, and Master Data Training

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Revised Overview of SAP IBP Modules, Navigation, Planning Views, and Master Data Training

Uploaded by

Copyright:

Available Formats

Hunter Douglas

IBP Training Deck

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Introduction to SAP Integrated Business Planning 3

The SAP Fiori Launchpad 15

Planning with IBP Excel Add-in 18

Planning View Options 30

Master Data Management 57

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Introduction to SAP Integrated Business Planning 3

The SAP Fiori Launchpad 15

Planning with IBP Excel Add-in 18

Planning View Options 30

Master Data Management 57

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Planning processes can

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Introduction to SAP Integrated Business Planning 3

The SAP Fiori Launchpad 15

Planning with IBP Excel Add-in 18

Planning View Options 30

Master Data Management 57

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Module Overview SAP IBP Demand

SAP IBP Inventory Optimization

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Introduction to SAP Integrated Business Planning 3

The SAP Fiori Launchpad 15

Planning with IBP Excel Add-in 18

Planning View Options 30

Master Data Management 57

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

If no connection has been preset by

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

To create a new desktop connection to log into the IBP Non-Prod

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

NOTE: Please select the Look Up Planning Areas button. Sign in if

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Introduction to SAP Integrated Business Planning 3

The SAP Fiori Launchpad 15

Planning with IBP Excel Add-in 18

Planning View Options 30

Master Data Management 57

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

The SAP Fiori launchpad (Web Client) can also be

Demo 2. Click through the spaces which

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Introduction to SAP Integrated Business Planning 3

The SAP Fiori Launchpad 15

Planning with IBP Excel Add-in 18

Planning View Options 30

Master Data Management 57

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Log On (1) Log On IBP

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Planning View Menu

Data Input Menu

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights

Produced by arganoSCMO2, Inc, © 2022 arganosSCMO2, Inc. All rights