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SAP Integrated Business Planning

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Table of content

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Table of content
1 SAP Integrated Business Planning
1.1 Applications and Features of SAP Integrated Business Planning
1.2 What's New
1.2.1 What's New in SAP Integrated Business Planning 6.1, SPS 4
1.2.2 What's New in SAP Integrated Business Planning 6.1
1.2.2.1 Common Features
1.2.2.1.1 Documentation
1.2.2.1.2 User Administration
1.2.2.1.3 Language Settings
1.2.2.1.4 Navigation in the Web Client
1.2.2.1.5 Model Configuration
1.2.2.1.6 SAP Integrated Business Planning, Add-In for Microsoft Excel
1.2.2.1.7 Data Integration
1.2.2.1.8 Collaboration
1.2.2.1.9 Integration with SAP Jam
1.2.2.1.10 Foundation Apps
1.2.2.1.11 Planning Object (Term Change)
1.2.2.2 Demand Planning
1.2.2.3 Inventory Optimization
1.2.2.4 Process Management in S&OP
1.2.2.5 Multilevel Supply Planning
1.2.2.6 Response Management
1.2.2.7 Custom Alerts
1.3 Example Process: Integrated Sales and Operations
1.4 Administration
1.4.1 Model Configuration
1.4.1.1 Transport Model Entities
1.4.2 Identity and Access Management
1.4.2.1 Prerequisites
1.4.2.2 User Authentication
1.4.2.3 Maintain Employees
1.4.2.4 Maintain Business Users
1.4.2.4.1 Create and Edit Business Users
1.4.2.4.2 Lock and Unlock Business Users
1.4.2.4.3 Assign Business Roles to Business Users
1.4.2.4.4 Set the Language of the User Interface
1.4.2.4.5 Download Users
1.4.2.5 Maintain Business Roles
1.4.2.5.1 Create and Edit Business Roles
1.4.2.5.2 Assign Business Catalogs
1.4.2.5.3 Assign Business Users to Business Roles
1.4.2.5.4 Specify Restrictions
1.4.2.5.5 Activate or Save Business Roles
1.4.2.6 Visibility Filters
1.4.2.7 User Group
1.4.2.8 Display Technical Users
1.4.3 Data Integration
1.4.3.1 Data Integration Scenarios
1.4.3.2 Data Upload from the Web UI
1.4.3.2.1 The Data Integration Process
1.4.3.2.1.1 Getting a Template
1.4.3.2.1.2 Preparing a CSV File for Importing Data
1.4.3.2.1.3 Uploading Data Using a Prepared CSV File
1.4.3.2.1.4 Viewing Data Load Status
1.4.3.2.1.5 Troubleshooting Tips
1.4.3.2.1.5.1 Changing the Attribute Date Format in Microsoft Excel
1.4.3.2.1.5.2 Changing the Format of the Key Figure Date Field in Microsoft Ex
1.4.3.2.2 Uploading Time Periods
1.4.3.2.3 Uploading Master Data
1.4.3.2.3.1 Inserting and Updating Master Data

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1.4.3.2.3.2 Replacing Master Data


1.4.3.2.3.3 About Deleting Master Data
1.4.3.2.4 Uploading Key Figure Values
1.4.3.2.4.1 Inserting and Updating Key Figures
1.4.3.2.4.2 Replacing Key Figures
1.4.3.2.4.3 Purging Key Figures
1.4.3.2.4.4 Deleting Key Figures
1.4.4 Application Jobs
1.4.4.1 Scheduling Jobs
1.4.4.2 Scheduling Planning Operators
1.4.4.3 Deleting Application Logs
1.5 Working with Web Applications
1.5.1 User Preferences
1.5.2 Language Settings
1.5.3 Analyzing and Visualizing Your Data
1.5.3.1 Analytics
1.5.3.1.1 Chart Types
1.5.3.1.2 Creating a Chart
1.5.3.1.3 Adding a Chart to a Dashboard from the Analytics App
1.5.3.1.4 Filtering and Sorting Data in a Chart
1.5.3.1.5 Sharing a Chart
1.5.3.1.6 Exporting a Chart to a File
1.5.3.1.7 Network Visualization
1.5.3.1.7.1 Creating a Network Visualization Chart
1.5.3.1.7.2 Master Data Required for Network Visualization
1.5.3.2 Dashboard
1.5.3.2.1 Creating a Dashboard
1.5.3.2.2 Sharing a Dashboard
1.5.3.2.3 Adding a Chart to a Dashboard from the Dashboard App
1.5.4 Statistical Forecasting
1.5.4.1 Manage Forecast Models
1.5.4.2 Assign Forecast Models
1.5.4.3 Manage Demand Sensing Issues
1.5.5 Collaboration
1.5.5.1 Feed
1.5.5.2 Connecting to Jam
1.5.6 Collaboration in Sales and Operations
1.5.6.1 Process Modeling
1.5.6.1.1 Process Views
1.5.6.1.2 Process Roles
1.5.6.1.3 About Process Templates
1.5.6.1.4 Creating Process Templates and Process Steps
1.5.6.1.5 Starting a Process Step
1.5.6.1.6 Creating Process Instances
1.5.6.2 Dashboard
1.5.6.2.1 Creating a Dashboard
1.5.6.2.2 Sharing a Dashboard
1.5.6.2.3 Adding a Chart to a Dashboard from the Dashboard App
1.5.6.3 Tasks
1.5.6.3.1 Creating a Process-Related Task
1.5.6.4 Collaboration
1.5.6.4.1 Feed
1.5.6.4.2 Connecting to Jam
1.5.7 Custom Alerts
1.5.7.1 Define and Subscribe to Custom Alerts
1.5.7.1.1 Creating Custom Alert Definitions
1.5.7.1.1.1 Categorizing Alerts
1.5.7.1.1.2 Dynamic Time Horizons in Custom Alerts
1.5.7.1.1.3 Reducing the Number of Alerts
1.5.7.1.2 Defining Rules to Trigger Alerts
1.5.7.1.3 Quantifying the Impact of Alert Conditions
1.5.7.1.4 Display Options for Custom Alerts

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1.5.7.1.5 Sharing Custom Alerts


1.5.7.1.6 Subscribing to Custom Alert Definitions
1.5.7.2 Custom Alerts Overview
1.5.7.3 Monitor Custom Alerts
1.5.7.3.1 Searching, Sorting, and Filtering in Alerts
1.5.8 Case Management
1.5.8.1 Cases
1.5.8.1.1 Creating a Case-Related Task
1.5.8.1.2 Creating Comments to Cases and Case-Related Tasks
1.5.8.2 Tasks
1.5.8.2.1 Creating a Process-Related Task
1.5.9 Categories
1.5.10 Planning Filters
1.5.11 Change History
1.5.11.1 Viewing Change History
1.5.12 Favorites
1.6 Planning with Microsoft Excel
1.6.1 Installing the IBP Add-In for Microsoft Excel
1.6.1.1 Creating a Connection to the Server
1.6.2 Planning Views
1.6.2.1 Creating Planning Views
1.6.2.1.1 Planning View Templates
1.6.2.1.2 Adding Column Headers to a Planning View
1.6.2.1.3 Creating a Header Section in a Planning View
1.6.2.2 Worksheet Types
1.6.3 Using Planning Views
1.6.3.1 Filters in Planning Views
1.6.3.2 Creating Planning View Favorites

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1 SAP Integrated Business Planning


Version
Product

SAP Integrated Business Planning 6.1, including Support Package Stacks 3 and 4

Documentation Version

1.0 - April 19, 2016

Important SAP Notes

2298659

(central note)

2301086

(patch collection information note)

2135948
(prerequisites for the installation of the IBP add-in for Microsoft Excel,
version 6.1)

Overview
SAP Integrated Business Planning combines supply chain monitoring, sales and operations planning, demand management, inventory planning, and supply
planning into a comprehensive solution, which also supports the integration of data from external systems (for example, SAP ERP or SAP Advanced Planning
and Optimization). SAP Integrated Business Planning provides applications to facilitate the following:
Balancing of demand and supply
Harmonization of planning across corporate functions through organizational visibility and alignment
Responsive planning with advanced algorithms, optimization, and what-if scenario simulation planning
Demand-driven supply chain planning based on demand sensing, analysis, and predictive forecasting
Multi-stage inventory optimization and improved customer service levels
End-to-end supply chain visibility with real-time monitoring, analytics, alerting, and exception management
Creation of product allocation and supply plans, and ability to respond to changes with simulations and gating factor analysis
SAP Integrated Business Planning offers web applications and an add-in for Microsoft Excel. Collaboration between users is ensured by embedded
collaboration tools.
You might also find it helpful to watch this video on YouTube

SAP Integrated Business Planning includes the following applications that require separate licenses:
SAP
SAP
SAP
SAP
SAP

Supply Chain Control Tower


Integrated Business Planning for sales and operations
Integrated Business Planning for demand
Integrated Business Planning for inventory
Integrated Business Planning for response and supply

Applications of SAP Integrated Business Planning

For information about the features of each application, see Applications and Features of SAP Integrated Business Planning.

PDF Content
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1.2 What's New


In the following sections, you find information about the new features in SAP Integrated Business Planning.

1.2.1 What's New in SAP Integrated Business Planning 6.1, SPS 4


Product

SAP Integrated Business Planning 6.1, including Support Package Stacks (SPS) 3

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and 4
Document Version

1.0 - April 19, 2016

Important SAP Notes

2298659

(central note)

2301086

(patch collection information note)

Licensing Information

Applications and Features of SAP Integrated Business Planning 6.1

In the following sections, you find an overview of the new and changed features of SAP Integrated Business Planning.

IBP Add-In for Microsoft Excel


SAP Integrated Business Planning, add-in for Microsoft Excel, version 6.1.4.0 is now available. Also see SAP Note 2301086

1.2.2 What's New in SAP Integrated Business Planning 6.1


Product

SAP Integrated Business Planning 6.1

Document Version

1.0 - March 22, 2016

Important SAP Notes

2273674

(release information note)

2289228

(release resriction note)

Licensing Information

Applications and Features of SAP Integrated Business Planning 6.1

In the following sections, you find an overview of the new and changed features of SAP Integrated Business Planning 6.1.

Note
Within the sections, the information is grouped by the source release (4.0 or 5.0) as follows:
What's New in 6.1 is relevant for customers of both 4.0 and 5.0.
Additional What's New for 5.0 Customers is relevant for 5.0 only.
Additional What's New for 4.0 Customers is relevant for 4.0 only.

1.2.2.1 Common Features


In the following sections, you find information about cross-application changes. One central topic is user management. It has been replaced by a new concept
called "Identity and Access Management", which has brought fundamental changes to this area. For more information, see User Administration.

1.2.2.1.1 Documentation
Depending on your source system (4.0 or 5.0), please read the following sections:
Section

4.0

5.0

What's New in 6.1

Additional What's New for 4.0 Customers

Additional What's New for 5.0 Customers

What's New in 6.1


Security Information
All the information that is relevant to security can be found in the application help. There is no separate security guide. The following table lists special topics
and where you can find them in the application help under SAP Integrated Business Planning :
Topic

Place

Business catalogs, business roles, restrictions, and business users

Identity and Access Management

Data integration, data protection, and privacy

Security Aspects

In-App User Assistance


SAP Integrated Business Planning now provides you with on-screen help for certain fields and other user interface elements, so that you get the information
where you need it.
To display the in-app user assistance, click the question mark ( ? ) icon in the top right corner of the screen, next to your name.
The context sensitive in-app user assistance is available in the following apps:
Apps for custom alerts
Define and Subscribe to Custom Alerts
Monitor Custom Alerts
Custom Alerts Overview
Apps for demand

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Apps

Apps

Apps

Apps

Manage Forecast Models


Manage Demand Sensing Issues
Assign Forecast Models
Analyze Promotions
for response
View Locations
View Materials
View Location Materials
View Transportation Lanes
Manage Scenarios
View Forecast Consumption Profile
View Response Management Settings
View Demands by Priority
View Customers
View Confirmations
View Product Allocation Profiles
Rules for Demand Prioritization
Maintain Response Management Settings
for administration
Transport Model Entities
Manage Categories
User Groups
Visibility Filters
for general planning
Planning Filters
Application Jobs
for Identity and Access Management:
Maintain Employees
Maintain Business Users
Maintain Business Roles

Application Help
You can now call up the application help via the in-app user assistance. To do so, while on the launchpad, click the question mark ( ? ) icon in the top right
corner of the screen, next to your name. You will see the Help tile flowing in. Click the Help tile, and then click Show application help . The application help
opens in the browser.
For apps that have in-app user assistance, SAP Integrated Business Planning 6.1 also offers quick access to the chapter in the application help that is about
the app you are working in. To call up the app-specific chapter in the application help, click the question mark ( ? ) icon in the top right corner of the screen,
next to your name while you are in the app. You will see the What's this app? tile flowing in. Click the What's this app? tile, and then click Show app
description . The application help opens in the browser.

Additional What's New for 4.0 Customers


Previously, you could call up the application help by clicking the menu in the upper-right corner of any page on the Web client, and then choosing Help . Now
you can call up the application help as described in the Application Help section above.

Additional What's New for 5.0 Customers


The Application Help tile is no longer available. You can call up the application help as described in the Application Help section above.

1.2.2.1.2 User Administration


The former user administration and authentication concept has been replaced with a new framework called Identity and Access Management, which has
resulted in the following changes:

Managing Users and Roles


As an administrator, you cannot assign tile catalogs and grant permissions directly to the users. Instead, for each employee, you create a business user to
which you assign business roles, and to each business role you assign business catalogs that provide access to the apps. The business roles contain
restrictions that specify what activities are allowed and what data sets are available with each role.
The following table lists the new apps that are available for these purposes:
App Name

Description

Maintain Employees

You can use this app to create, edit, and maintain employee records for all users
within your organization. Employee records contain personal and employmentrelated data.

Maintain Business Users

You can use this app to create, business users for the employees, edit or delete
these users and assign business roles to them.

Maintain Business Roles

You can you use this app to create business roles, assign business catalogs and
business users to them, and specify restrictions for each business role. The
restrictions also include visibility filters.

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Visibility Filters

This app has been redesigned to improve user experience. You can use it to create
visibility filters that restrict the set of data available to users with a certain business
role.

User Group

You can use this app to create users groups that allow employees to collaborate
with each other within the apps where collaboration and sharing is possible.

Display Technical Users

This app shows all technical users that exist in the system. As opposed to business
users, technical users aren't persons, but rather services that are used to automate
technical tasks in the system.

User Authentication
SAP Integrated Business Planning is now delivered with an identity provider called SAP Cloud Identity, but you can also choose to continue using your
company's on-premise identity provider if there is one. The method of user authentication depends on this decision according to the following options:
Authentication with SAP Cloud Identity (SCI): When users enter their SCI credentials, they are automatically redirected to SAP Integrated Business
Planning
Authentication via an on-premise identity provider: Users can log on using the same credentials that they use when logging in to other solutions via the
on-premise identity provider (for example, single-sign on)

Allowing Emergency Access to Production System


To allow the modification and activation of a planning model in an emergency situation, you can now create a special business role in the production system
with the Planning Model and Planning Model Activation business catalogs assigned to it. You should assign business users to this role only when the
production system is in an exception state, and remove the assignment of business users when all the updates have been completed.

More Information
Identity and Access Management

1.5.2 Language Settings


Language settings can no longer be modified using the User Preferences app. By deafult, the system language is determined by the preferred languages
defined on the client side. In addition, the system language depends on the method used to log on. For more information see Language Settings.

1.2.2.1.4 Navigation in the Web Client


Depending on your source system (4.0 or 5.0), please read the following sections:
Section

4.0

5.0

What's New in 6.1

Additional What's New for 4.0 Customers

Additional What's New for 5.0 Customers

What's New in 6.1


Not applicable

Additional What's New for 4.0 Customers


A new navigation concept for the web client has been introduced. The navigation concept is based on the SAP Fiori launchpad, which is now the access point
to all apps for SAP Integrated Business Planning.
Applications (apps) are represented as tiles on the launchpad, and you can launch each app by clicking the corresponding tile. Tiles are arranged into groups,
with the group title displayed at the top of each group. You can rearrange the tiles within a group by dragging and dropping them.
The tile groups are based on business catalogs that SAP delivers for SAP Integrated Business Planning. Administrators assign the catalogs to business roles
and the business roles to business users. Since the tile groups are based on the catalogs, you can only see those groups that are available for the business
roles assigned to your business user.
The following table lists the available launchpad groups and tiles:
Group
General Planner

Tiles
Dashboard
Analytics
Change History
Cases
Tasks
Favorites
Collaboration
Application Jobs
Planning Filters

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Demand Planner

Manage Forecast Models


Manage Demand Sensing Issues
Assign Forecast Models
Analyze Promotions

Alerts

Define and Subscribe to Custom Alerts


Custom Alerts Overview
Monitor Custom Alerts

Administrator

Configuration
Data Integration
Process Modeling
Transport Model Entities
Visibility Filters
Manage Categories
User Group

Basic Functions

User Preferences

Account Planner

View Confirmations
Simulate Sales Order
View Demands by Priority
Rules for Demand Prioritization
View Customers
View Product Allocation Profiles

General Response Planner

View Location Materials


View Transportation Lanes
View Locations
View Materials
View Projected Stock
Manage Scenarios
Application Jobs - Response Planning

Response Administrator

Maintain Forecast Consumption Profiles


Maintain IBP Response Settings

Supplier Planner

View Suppliers
View Production Data Structures
View Resources
View Gating Factors

Identity and Access Management

Maintain Business Roles


Maintain Business Users
Maintain Business Catalogs
Display Technical Users

Additional Software

Install Additional Software

Additional What's New for 5.0 Customers


The set of tiles visible to you on the launchpad now depends on the business roles that are assigned to your business user.
As a result, the tile catalog is not available on the launchpad and the following activities are not allowed anymore:
Adding new tiles to your launchpad
Removing existing tile groups
Configuring the launchpad for other users as an administrator
You can still personalize your own launchpad by creating new tile groups and moving the available tiles between the groups.

1.4.1 Model Configuration


Depending on your source system (4.0 or 5.0), please read the following sections:
Section

4.0

5.0

What's New in 6.1

Additional What's New for 4.0 Customers

Additional What's New for 5.0 Customers

What's New in 6.1


Unified Planning Area
To support the implementation of your business planning scenario, a new, predefined sample planning area, the unified planning area (technical name
SAPIBP1) is now available. The unified planning area is a comprehensive data structure supporting an overall business process that includes the following:
Demand planning
Demand sensing
Inventory optimization
Supply planning
Sales and operations planning
Supply chain visibility, alerts and performance management (SAP Supply Chain Control Tower)

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If you are new to SAP Integrated Business Planning, we recommend that you start your planning with the unified planning area, even if you need only one part
of the planning process, since it enables easier integration of different processes. After copying the planning area, you can adapt it to your business
requirements. For more information about the unified planning area, see SAP Service Marketplace at http://service.sap.com/public/rds-ibp
Download package .

and select

External Master Data Types and External Key Figures


To allow SAP Integrated Business Planning to handle and integrate data that originates in an external database, external master data types and external key
figures are now available:
External master data types make it possible for SAP Integrated Business Planning to handle and integrate master data when the content comes from an
external database.
External key figures enable SAP Integrated Business Planning to work with special stored key figures where the time profile content comes from an
external database.

Planning Operator Types


SAP delivers a set of predefined planning operator types that you can use for planning. You can change the predefined planning operator types and add
planning operators to them, but you can no longer create a planning operator type from scratch.

Disaggregation Operator Type


A new planning operator type, the disaggregation operator (DISAGG), is available.
The disaggregation operator copies and disaggregates calculated values of one key figure to another key figure in the same version (base or other) of a
planning area.
The disaggregation operator can read values of the source key figure at a higher level than the base planning level of the target key figure (at the aggregation
level). The operator then copies the values from the source key figure to the target key figure, disaggregating the values to the base planning level of the target
key figure.

Parameters of the S&OP Operator


This section of the model configuration guide has been redesigned and information about troubleshooting parameters has been added.

Creating Time Periods for Time Profiles


You can now use an application job to generate the time periods for a selected time profile. (Previously, you had to do this using data integration through
CSV). For more information, see Creating Time Periods for a Time Profile in the model configuration guide on SAP Help Portal at http://help.sap.com/ibp61
.

Editing Key Figures: Option Allows Only System Updates


A new option, Editable by System Algorithm has been added to the Edit Allowed drop down menu on the Key Figures Screen .
If you select this option, only the system can update the key figure in question.

Aggregation and Disaggregation of Data Across Different Time Levels


The definition of time profiles has been enhanced to enable correct aggregation and disaggregation of data across different time levels that have overlapping
time periods. Now it allows the modeling of time profile levels with multiple parents and that of intermediate levels without parents. The parent-child
relationships between the different time profile levels are specified by the Base Level attribute.
You can now also specify the period type (such as day, technical week, calendar week, or month) for a time profile level. If you use demand sensing or
inventory optimization, the time profile must contain a time profile level of the day period type.
With these enhancements (base level and period type), and with the application of a specific modeling concept (week-to-months split), it is now possible to
have calendar weeks and months as time profile levels within a time profile, or any other customer-specific overlapping periods. For example, you can use the
technical week period type and a period weight factor attribute to model a fraction part of a week that belongs to a given month.
The definition of key figures has been enhanced to enable the assignment of the period weight factor attribute to a key figure.
A template for uploading time profile periods is available to support this modeling approach. In the new template, the PARENTID ( ID of the Parent Period )
field has been replaced with the TPLEVEL ( Time Profile Level ) field. The period weighting factor attribute can be uploaded with the time periods.
To enable the upload of key figure values from external data sources where they are not available at a technical time profile level, time disaggregation has
been implemented in the data upload process in IBP. Time disaggregation is available for the manual upload of data in the Data Integration app, and for
uploads by SAP HANA Cloud Integration (HCI).
For more information, see Aggregation and Disaggregation of Data Across Different Time Levels in the model configuration guide on SAP Help Portal at
http://help.sap.com/ibp61

Changes in Global Configuration


The following new global configuration parameters are now available:
Parameter Group

Parameter

INTEGRATION

KF_UPLOAD_INT_AT_BASE_LEVEL_ONLY

INTEGRATION

KF_UPLOAD_EXT_AT_BASE_LEVEL_ONLY

Due to a change in the underlying concept, the following global configuration parameters have become obsolete:

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Parameter Group

Parameter

SCENARIO

PERMISSIONS

PLAN_VIEW

DOWNLOADLINK

PLAN_VIEW

TEMPLATE_PERMISSON

Getting Emergency Access to Production System


The way you can modify and activate a planning model in an emergency situation has changed due to the new user management framework. Now a special
business role must be assigned to your business user in the production system with the Planning Model and Planning Model Activation business catalogs
assigned to it.
For more information, see User Administration.

Additional What's New for 4.0 Customers


Transporting Model Entities
In SAP Integrated Business Planning 6.1, you can transport a complete planning model or a selected model entity (with its dependent objects) between
systems in your landscape. You can use the Transport Model Entities app to transport a complete planning model, some entities of a model (master data
types or forecast models), or a visibility filter from one system to the other.
You can export only active planning models and master data types. This prerequisite is not applicable to forecast models and to visibility filters. The export
creates a transport request in your system, that, in case of a planning model or a master data type, also contains their dependent objects. When the transport
request has been imported in the target system, the model or the master data type is available in that system as an inactive model or master data type.
In the Transport Model Entities app, you can also view a list of exports and imports completed for the planning model or the modeling entity.

Additional What's New for 5.0 Customers


Attribute as Key Figure: Restrict Values with Period From/Period To Parameters
Previously, when an attribute as key figure was stored, a value was created in each time bucket. Now it is possible to restrict the number of values stored by
specifying a time period for which values are to be stored using the Period From and Period To parameters. To configure an attribute as key figure, choose
the Planning Area and Details screen in the Configuration user interface.
For more information, see Example: Defining an Attribute as a Key Figure in the model configuration guide on SAP Help Portal at http://help.sap.com/ibp61
.

Triggering a Group Operator Automatically


Previously, you triggered a group operator manually in the IBP Excel add-in as a batch job. Now you can also trigger a group operator automatically after
importing key figure data.
For example, to update key figure calculations immediately after the data import, you can define a group of copy operators for the relevant key figures. To run
a group operator automatically, you must specify the key figure IDs in the group operator settings.

Snapshots for Key Figures Undergoing Currency or Unit of Measure Conversion: Warning Message
For performance reasons and to avoid creating unnecessary records, SAP recommends that you create snapshots for key figures that are calculated with unit
of measure and/or currency conversion factors at the base planning level of the converted key figures. A new warning message now informs you if such
snapshots were created at another planning level.

Attribute Transformation: Relaxation of Constraint Check


When you configure a key figure calculation, the application verifies the following:
There is only one input.
There are no aggregation functions, such as SUM.
The attributes in the input planning level and those in the output planning level are the same.
For attribute transformation, this constraint check is relaxed to allow the output planning level to be a superset of the input planning level.

1.2.2.1.6 SAP Integrated Business Planning, Add-In for Microsoft


Excel
Depending on your source system (4.0 or 5.0), please read the following sections:
Section

4.0

5.0

What's New in 6.1

Additional What's New for 4.0 Customers

Additional What's New for 5.0 Customers

Whats New in 6.1


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New Version of the IBP Excel Add-In


With SAP Integrated Business Planning 6.1, the IBP Excel add-in 6.1.2.0 is available.
This document describes what is new and what has changed in the 6.1.2.0 version of the IBP Excel add-in compared to the previous versions.

Downloading the Installer for the IBP Excel Add-In


You can now download the installer for the SAP Integrated Business Planning, add-in for Microsoft Excel by launching the Install Additional Software app on
the launchpad.
With the app, the DOWNLOADLINK global configuration parameter of the PLAN_VIEW parameter group has become obsolete, and has been removed from the
system.

Parallel Usage of the IBP Excel Add-In and Other EPM-Based Add-Ins
You can now use the IBP Excel add-in in parallel with the SAP EPM solutions, add-in for Microsoft Office, or with other Excel add-ins that are based on the
EPM add-in. To do so, run the IBP_Add-In_SbS.exe installer. Before installing the IBP Excel add-in for parallel usage with an EPM-based add-in, you must
install the EPM add-in 10.0, .Net Framework 4.0, Support Package 19 or higher. For more information, see Installing the IBP Add-In for Microsoft Excel.
In case you have several EPM-based Excel add-ins on your machine, you must specify a worksheet type for the worksheets to be able to work with any of the
add-ins installed. Depending on the worksheet type you select, the functions of either the EPM or the IBP tab will be available. You can switch the
worksheet type until you create an EPM report or an IBP planning view on the given worksheet.
A workbook must contain worksheets either of the EPM or of the IBP worksheet type.
For more information, see Worksheet Types.
The standalone Installation of the IBP Excel add-in is still available. For this type of installation, run the IBP_Add-In.exe installer.

Note
In the standalone installation, the worksheet type is not available. Otherwise, the two installation types of the IBP Excel add-in provide an identical scope
of functionality for SAP Integrated Business Planning.

Logging On to SAP Integrated Business Planning from the IBP Excel Add-In
The default option to log on to an SAP Integrated Business Planning system from the IBP Excel add-in is now a SAML-based connection.
If you log on using a SAML-based connection, you will be redirected to the identity provider in your landscape. You will be asked to provide your credentials for
the identity provider in a browser window. Upon successful authentication, you will be connected to your SAP Integrated Business Planning system.
It is still possible to use single sign-on based on X.509 client certification.

Scheduling Jobs
You can now schedule planning operator jobs not only from the IBP Excel add-in, but in the Application Jobs app as well, using the SAP-delivered job
templates.
You have the option of scheduling a job in either the IBP add-in for Microsoft Excel or in the Application Jobs app. Regardless of where you schedule the job,
you can monitor the job in the IBP Excel add-in and in the Application Jobs app.
The job scheduling dialog for recurring jobs has been redesigned in the IBP Excel add-in.

Navigating to the Analyze Promotions App


As of SAP Integrated Business Planning 6.1, you can integrate trade promotion data in forecasting.
In the IBP Excel add-in, the Promotions button in the Web Client group takes you directly to the Analyze Promotions app.

Drilling Down
If you want to analyze the values of a certain key figure for a given planning object, you can drill down to see the data at a more detailed level.
Select a cell in the data area, and from the context menu, choose Drill Down . Select the attribute by which you want to analyze the data. The attribute you
have selected is added to the planning level, and you can see the key figure values further broken down by the values of this attribute.
The result of the drill-down is a view that displays the key figure values only for the planning object for which you initiated the drill-down. Key figure values of
other planning objects are not displayed.
When you are in a drill-down view, you can further drill down by adding additional attributes to the planning level. You can go one step back, or you can go
back to the original planning level in the planning view.

Quick Edit Planning View


You now have the option to add attributes to the planning level or remove attributes from the planning level by using the context menu, without calling up the
Edit Planning View dialog.
To do so, select a cell of the axis, and from the context menu, choose Quick Edit Planning View . Choose adding an attribute to or deleting an attribute from
the planning level. When you extend the planning level with additional attributes, as opposed to drilling down, data for all planning objects is displayed.

Enhanced Mass Maintenance of Master Data


Multiple Master Data Worksheets Within a Master Data Workbook
If you execute several queries for the mass maintenance of master data, all queries are now opened as master data worksheets within a master data

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workbook.
Master Data Favorites
If your active worksheet is a master data worksheet, you can save the master data displayed as a favorite.
You can also share favorites with other users. The functions for creating, opening, deleting, and sharing favorites are provided in the Master Data group on
the ribbon.
You can open only your own favorites or favorites that other users have shared with you.

Sharing Planning View Favorites, Master Data Favorites, and User-Defined Scenarios
You can share planning view favorites, master data favorites, and user-defined scenarios with other users. Sharing is not based on roles, that is, you cannot
share a favorite or a user-defined scenario with all users who have a specific role.

Additional Whats New for 4.0 Customers


Statistical Forecasting Jobs
The job definition dialog for statistical forecasting has been redesigned and enhanced. For more information, see Demand Planning.

Assigning Planning View Templates to Roles


Previously, to enable the assignment of planning view templates to roles, you had to set the TEMPLATE_PERMISSION global configuration parameter from the
PLAN_VIEW parameter group to Yes .
Now, this global configuration parameter has become obsolete. The option to assign planning view templates to business roles is always available by using the
functions provided by Identity and Access Management.

Additional Whats New for 5.0 Customers


Checking the Version of the IBP Excel Add-In
The system can now check whether the version of the SAP Integrated Business Planning, add-in for Microsoft Excel is outdated. If the version is lower than
the one defined in the MINIMUM_ADDIN_VERSION global configuration parameter of the PLAN_VIEW parameter group, the system displays a warning
message when logging on to SAP Integrated Business Planning in the IBP Excel add-in.

Planning Scope
The IBP Excel add-in 6.1.0.0 introduces the planning scope, which is available for planning areas that have the S&OP operator (SCM operator) assigned.
The planning scope is a subset of data for which the operator runs. For performance reasons, for example, you may not want to run the supply planning
operator for the complete set of data (all versions and scenarios) that you specified for the planning view. You can restrict the time horizon, and select the
versions, scenarios, and the subnetworks for which you want to run supply planning.
You must select at least one version and one scenario for the planning scope.

Sheet Options and Formatting


In the Planning View group on the IBP tab in the ribbon, the Edit View button is now a dropdown button. Besides the Edit View dialog, you can also find
View Formats to toggle the visibility of the EPM formatting sheet, and the Sheet Options... dialog, which you can use to change the formatting and local
member settings for the current worksheet.
Under Advanced in the Template Admin group, the Edit Report... button has been renamed EPM Edit Report... , and Sheet Options... has been renamed
EPM Sheet Options... . Use the functionality behind these buttons with care, as only certain settings work with IBP.

Usability Enhancements
Filtering Scenarios by Versions
When you create a planning view, or edit a planning view and specify the scenarios to be used in the planning view, you can now filter the scenarios by
version, so the system displays only the scenarios that exist for at least one of the selected versions.
Specifying the Conversion Factor for Forecasting Jobs
When you define a forecasting job that is based on a forecast model that is relevant for conversion, such as unit of measure conversion, you now enter the
conversion target on the first screen of the job definition.

Defining the Column Order for the Mass Maintenance of Master Data
The SORT_REQFIELD_FIRST global configuration parameter of the MASTER_DATA_OP parameter group is available to change the order of columns in the
mass maintenance of master data in the IBP add-in for Excel. This global configuration parameter determines if the columns of the required attributes are
displayed right after the columns of the key attributes. If you specify YES for the value of the SORT_REQFIELD_FIRST parameter, then the columns of the
key attributes are followed by the columns of the required attributes, then followed by the remaining attributes. In any other case, the columns of the attributes
are sorted by the key attributes first, and then by the remaining attributes in alphabetical order.

Suppressing the Dialog for Reason Codes, Comments, and Sharing


You can now suppress the dialog where the user is asked to provide a reason code or comment, and where they can share the changes on SAP Jam. To
suppress the dialog, make an entry for the global configuration parameter SUPPRESS_RC_COMMENT from parameter group PLAN_VIEW. Applying this

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parameter suppresses the dialog for reason codes, comments, and sharing throughout SAP Integrated Business Planning (such as when saving data of a
planning view, or changing a master data). To re-enable the dialog for reason codes and comments, delete the entry for this parameter.

1.4.3 Data Integration


Depending on your source system (4.0 or 5.0), please read the following sections:
Section

4.0

5.0

What's New in 6.1

Additional What's New for 4.0 Customers

Additional What's New for 5.0 Customers

Whats New in 6.1


New CSV File Template for Uploading Time Profile Periods
In the Data Integration app, a new CSV file template for uploading time profile periods is available to support the week-to-months split modeling concept. In
the new template, the PARENTID ( ID of the Parent Period ) field has been replaced with the TPLEVEL ( Time Profile Level ) field. The template now also
contains the fields for the attributes that are assigned to the time profile levels.
The previous CSV file template is not available for download, but still can be used for uploading time periods..

Uploading Key Figure Data at an Aggregated Time Level


You can now upload key figure data at an aggregated time level as well, both in the Data Integration app, and via SAP HANA Cloud Integration. You can
select the time level at which you load the data, and, the system disaggregates the data to the base planning level.
To restrict the upload of key figure data to uploading at the base planning level only, set the KF_UPLOAD_INT_AT_BASE_LEVEL_ONLY (for the Data
Integration app) or the KF_UPLOAD_INT_AT_BASE_LEVEL_ONLY (for SAP HANA Cloud Integration) global configuration parameter.

SAP HANA Cloud Integration Templates


The following SAP HANA Cloud Integration templates, which are designed to meet the specific requirements of SAP Integrated Business Planning, are
available in addition to the already existing templates:
A key figure template for extracting POS sales data from SAP Demand Signal Management (SAP DSiM) and load it to a demand planning area of SAP
Integrated Business Planning (IBP_KF_POSSales)
A key figure template for extracting POS stock data from SAP Demand Signal Management and load it to a demand planning area of SAP Integrated
Business Planning (IBP_KF_POSStock)

OpenAPI for Response Management


Response management requires master data, transactional data, and configuration data to use as the basis for planning. With the OpenAPI, you can integrate
this data from external systems - just store your data in a staging area, establish an SDI (smart data integration) connection between the staging area and
response management, and the data will be imported into response management in batch jobs.

Note
The OpenAPI only supports complete data transfer, not delta transfer.

Additional Whats New for 4.0 Customers


Importing Snapshots
A new data type for uploading snapshots is available in the Data Integration app. You can now import time periods, master data, key figures, and snapshots
using CSV files.

SAP HANA Cloud Integration Templates


The following SAP HANA Cloud Integration templates, which are designed to meet the specific requirements of SAP Integrated Business Planning, are
available in addition to the already existing templates:
Master data templates
A template for extracting product, location, and customer master data from a source planning area in SAP APO (IBP_MD_PlanningArea)
A template for the initial load of sales orders from SAP ERP to SAP Integrated Business Planning (IBP_MD_SalesOrder_InitialLoad)
A template for the delta load of sales orders from SAP ERP to SAP Integrated Business Planning (IBP_MD_SalesOrder_DeltaLoad)
A template for the initial load of outbound deliveries from SAP ERP to SAP Integrated Business Planning
(IBP_MD_Deliveries_InitialLoad)
A template for the delta load of outbound deliveries from SAP ERP to SAP Integrated Business Planning (IBP_MD_Deliveries_DeltaLoad)
Key figure templates
A template for extracting demand planning data from a source planning area in SAP APO Demand Planning (IBP_KF_DemandPlanning)
A template for sending demand sensing data from the demand application as planned independent requirements to SAP APO Supply Network
Planning (IBP_KF_PlannedIndependentRequirements)
The SOP_KF_DemandPlanning and SOP_KF_StatisticalForecast templates are replaced by the IBP_KF_DemandPlanning template.

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Page 14 of 87

Additional Whats New for 5.0 Customers


not applicable

1.5.6.4 Collaboration
Collaboration is now done via user groups that are created in the User Group app. User groups can be connected with SAP Jam groups in the following apps:
Collaboration
Process Modeling
Tasks
Dashboard
IBP add-in for Microsoft Excel

More Information
User Group
Process Management in S&OP
SAP Integrated Business Planning, Add-In for Microsoft Excel

1.2.2.1.9 Integration with SAP Jam


What's New in 6.1
The process of integration now depends on the availability of SAP Jam as a standalone solution. If you have access to the standalone solution, the
provisioning and the authorization of users is done through SAP Cloud Identity in a more automated way then before. If the standalone solution is not
available, the integration is done through SuccessFactors and you must perform the same steps as in SAP Integrated Business Planning 5.0.

What's New for 4.0 Customers


Manual User Mapping Is Not Required
The manual mapping of SAP Jam users with user accounts in SAP Integrated Business Planning is not required any more. Once you have created the SAP
Jam user accounts in SuccessFactors, in which SAP Jam is incorporated, the users are automatically connected to the corresponding employees in SAP
Integrated Business Planning based on the identical email addresses.

Documentation Update
The following procedures are now also described in the SAP Jam Integration Guide:
Requesting tenant integration
Granting users permission to use SAP Jam

What's New for 5.0 Customers


Not applicable

1.2.2.1.10 Foundation Apps


What's New in 6.1
Planning Filters
To create and manage filters for master data attributes, you can use the new Planning Filters app. You can use these planing filters for job scheduling and for
executing planning operators. These planning filters are similar to the saved filters in the IBP add-in for Microsoft Excel: you can define customized filters and
reuse them when executing planning operators. You can use the planning filters to view subsets of data in the following objects:
Jobs
Job templates
Planning view templates
Planning view favorites
Worksheets

Application Jobs
The Application Jobs app allows you to schedule jobs that run on a regular basis. For example, you can schedule a planning run for a particular time each
day so you dont have to remember to run it manually every time. You can simply go in and check the results.

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For more information, see Application Jobs.


The following business roles can schedule different jobs for various focus areas:
Administrator : Can use the Application Jobs tile to access all the job templates that are available for scheduling.
General Response Planner : Can use the Application Jobs - Response Planning tile to access a subset of job templates that are specifically for
response planning.

Note
Jobs that are based on planning operators can also be executed using the IBP add-in for Microsoft Excel. However, you can schedule all types of jobs
from the Application Jobs tile in the SAP Fiori launchpad.
You can delete application logs by scheduling the job Delete Application Logs from the Application Jobs app. For more information, see Deleting Application
Logs.

1.2.2.1.11 Planning Object (Term Change)


The term planning object is now used throughout SAP Integrated Business Planning. It replaces the following terms previously used for a combination of
master data characteristics:
Combination
Planning combination
Combination of attribute values
Characteristic value combination

1.2.2.2 Demand Planning


Depending on your source system (4.0 or 5.0), please read the following sections:
Section

4.0

5.0

What's New in 6.1

Additional What's New for 4.0 Customers

Additional What's New for 5.0 Customers

What's New in 6.1


Integrating Trade Promotion Data
Promotion Data in SAP Integrated Business Planning for Demand
You can now transfer promotion data from an external system (such as Trade Promotion Management in SAP CRM) to SAP Integrated Business Planning for
demand. Data is saved at promotion level (data from the source system can be split or transformed during data load with SAP HANA Cloud Integration).
Before promotion data can be used in demand planning, it must be disaggregated to the level needed in the demand application, which typically includes
products, customers, and locations.

Example
The external system stores and transfers trade promotion data at product/customer level. Data must be disaggregated to product/customer/location level in
the demand application, so that promotion data can be used in demand planning.
Analyzing Promotions
In the Analyze Promotions app, you can study the promotions transferred from an external system. Before you run forecasting, you can exclude a promotion
from forecasting, or include it in forecasting. In addition, you get a detailed overview of how promotion values are split between locations, products or product
groups, once this detailed data is available. You can also change the split values for locations.
Maximum Number of Promotions
The PROMO_COUNT_MAX parameter of the PROMOTION parameter group is available to control the number of promotions displayed in the Analyze
Promotions app.

Integration with SAP Demand Signal Management


You can now transfer point of sales (POS) data from SAP Demand Signal Demand Management to SAP Integrated Business Planning (IBP). This data can be
used in SAP Integrated Business Planning for demand to improve the quality of planning.
The following SAP HANA Cloud Integration key figure templates are available for the integration with SAP Demand Signal Management:
IBP_KF_POSSales
IBP_KF_POSStock

Configuration of Statistical Forecasting


In SAP Integrated Business Planning 6.1, you configure statistical forecasting using the Manage Forecast Models app. The following activities under
Miscellaneous Settings in the Configuration app are no longer available:
Manage Statistical Forecast Profile
Manage Statistical Forecast Method Parameters

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Additional What's New for 4.0 Customers


Statistical Forecasting
Statistical forecasting is now based on forecast models, not on forecast profiles. Forecast models offer a simple and accurate way to define complex
forecasting processes. You can choose from more forecasting algorithms, apply several algorithms in a model, and you can also define preprocessing steps
and postprocessing steps.
Managing Forecast Models
You can to now create and edit forecast models using the Manage Forecast Models app. Based on the planning areas you define in the Configuration app,
you can specify parameters such as the input and the output key figures and the past and future time horizon of forecasting, you can choose the required
algorithms and error measures for each model, and you can define several parameters for each algorithm. The algorithms are used by the system for data
preparation and forecast calculation. If you select more than one algorithm for a model, you can specify how the system should utilize them.
For more information, see Manage Forecast Models.
The following table displays all forecasting algorithms that are now available with SAP Integrated Business Planning:
Forecasting Algorithms
Algorithm

Time Scope

Available in SAP Integrated Business Planning


Applications

Automated exponential smoothing

Mid-term and long-term

Demand

Single exponential smoothing

Mid-term and long-term

Sales and operations, demand

Adaptive response rate single exponential smoothing

Mid-term and long-term

Demand

Double exponential smoothing

Mid-term and long-term

Sales and operations, demand

Triple exponential smoothing

Mid-term and long-term

Sales and operations, demand

Simple moving average

Mid-term and long-term

Sales and operations, demand

Simple average

Mid-term and long-term

Demand

Weighted moving average

Mid-term and long-term

Demand

Weighted average

Mid-term and long-term

Demand

Demand sensing (full)

Short-term

Demand

Demand sensing (update)

Short-term

Demand

Croston method

Mid-term and long-term

Demand

Multiple linear regression

Mid-term and long-term

Demand

Based on the forecast model you set up, you can define a one-time or a regular statistical forecasting run using the IBP Excel add-in 6.1 or the Application
Jobs app.
You can now run mid-term and long-term statistical forecasting not only at the base planning level of the key figure, but at an aggregated level as well. Shortterm forecasting runs at product/location/customer level only.
Assigning Forecast Models
You can now use the Assign Forecast Models app to specify which forecast model is to be used for calculating forecast for the planning objects
(combinations of master data characteristics) that exist at a selected planning level within a selected planning area.
You can navigate between the Manage Forecast Models app and the Assign Forecast Models app directly, without having to return to the launchpad.
For more information, see Assign Forecast Models.
Running Statistical Forecasting
In line with the advanced statistical forecasting features of SAP Integrated Business Planning 6.1, the IBP Excel add-in is capable of running a more complex
forecast based on forecast models, also taking forecast model assignments into consideration.
Provided that your company has licensed SAP Integrated Business Planning for demand, you can run demand sensing in the IBP Excel add-in.
The job definition dialog for statistical forecasting has been redesigned and enhanced to meet these capabilities.

Demand Sensing
Demand sensing is now available to calculate short-term forecasts based on demand signals such as open sales orders.
You can set up regular demand sensing in the IBP add-in for Microsoft Excel or in the Application Jobs app. The outcome of the process is the sensed
demand, which can be compared with the mid-term or long-term consensus demand. If significant deviations are found, you can see and resolve them in the
Manage Demand Sensing Issues app.
Demand Sensing Issues
You can use the Manage Demand Sensing Issues app to monitor deviations between the consensus demand created in Demand Planning of SAP Advanced
Planning and Optimization (SAP APO) or in SAP Integrated Business Planning and the short-term forecasts from demand sensing. You can also resolve these
issues by manually adapting your short-term forecasts to the latest changes in demand.
The issues displayed in this app are based on the demand-specific custom alerts that you set up in the Define and Subscribe to Custom Alerts app.
Fore more information, see Manage Demand Sensing Issues and Custom Alerts.

Sample Planning Area for Demand


The new SAP6 sample planning area supports demand planning processes as follows:
Mid-term and long-term demand planning
Short-term demand planning (also referred to as demand sensing)

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This planning area is provided as a starting point for your implementation project. You can use a copy of it to create your own demand planning project by
making changes as you wish.
For more information, see Sample Planning Area for Demand.

Additional What's New for 5.0 Customers


Managing Forecast Models
The following enhancements are available in the Manage Forecast Models app:
New Preprocessing Step
Provided that the promotion data you transfer is sales lift data, the promotion sales lift elimination preprocessing step can be used to identify outliers
(sales lifts) associated with promotions, and to remove them from the sales history. For example, you can set up a forecast model in which promotion
sales lifts are eliminated from the sales history before the demand sensing algorithm calculates the short-term forecast.
If you transfer promotion totals, you can use the standard outlier correction algorithm to remove the promotion effect.
For information, see Promotion Sales Lift Elimination.
New Seasonality Parameter
A new parameter has been added to the settings for the automated exponential smoothing algorithm. If you choose triple exponential smoothing for the
optimization, you can specify whether you want the system to calculate with additive or multiplicative seasonality.
For more information, see Double Exponential Smoothing and Triple Exponential Smoothing.
New Settings for Demand Sensing
When adding the demand sensing (full) algorithm to your forecast model, you can now specify the following new settings:
More periods for the bias horizon
The minimum number of data points that are required for running demand sensing
The threshold to be used as the baseline when the system checks the accuracy of the current consensus forecast using the WMAPE error
measure
The quantity ratio calculation horizon parameter has been removed from the settings. It is now calculated by the system automatically.
Trend Dampening
When adding the double or triple exponential smoothing algorithm to your forecast model, you can now enable trend dampening, which gradually lessens
the effect of the trend based on the phi coefficient you specify.
Excluding Outliers from Outlier Correction
When you select a correction method for the outlier correction preprocessing algorithm, you can also choose from methods that recalculate historical
values without taking the outliers into account.
Enhanced Usability
The usability of the Assign Forecast Models app has been improved. The planning object attributes, for example, location ID or product ID, are now
displayed in separate columns in the table that you use to assign forecast models to planning objects.
For more information, see Demand Sensing (Full).

Sample Planning Area for Demand


New attributes, master data types, and key figures related to promotion data and POS data have been added to the SAP6 planning area. In addition, the time
profile has been enhanced and SAP6 is now supporting days, technical weeks, (calendar) weeks, months, quarters and years.

1.2.2.3 Inventory Optimization


Depending on your source system (4.0 or 5.0), please read the following sections:
Section

4.0

5.0

What's New in 6.1

Additional What's New for 4.0 Customers

Additional What's New for 5.0 Customers

Whats New in 6.1


Product-Locations with Multiple Vendors as Sources
Inventory optimization now supports product-locations sourced from multiple vendors.

Changes to the Time Profile for Planning Areas


Inventory optimization only requires that planning areas have a time profile with a weekly record that has the period type of weeks.

Changes in the SAP3 Sample Planning Area


The following changes have been made to the SAP3 sample planning area to be consistent with the new unified planning area (SAPIBP1):
All planning levels have been renamed to start with WK (for weekly) rather than PER (for period).
The PROPAGATEDDEMAND key figure had been renamed to PROPAGATEDDEMANDMEAN.

New Forecast Error Inventory Optimization Planning Operator in the Excel Add-In
You can now run a forecast error calculation as part of inventory optimization in the Excel Add-In. Forecast error calculates the forecast error coefficient of
variation, that is, the difference between forecasted and actual demand. Forecast error is a statistical measure of forecast accuracy used to estimate the

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variability of the underlying demand.


To run a forecast error calculation, choose the Forecast error planning operator under Inventory Optimization in the Excel Add-In. For more information, see
Optimization Profiles.

New Inventory (IO) Planning Operator: Forecast Error CV Calculator


To support forecast error calculation in inventory optimization, the Forecast Error CV Calculator has been added as an Inventory (IO) Planning Operator. You
can now define this planning operator and assign it to planning areas.
For more information, see the Inventory Optimization (IO) Operator section of the Model Configuration Guide on the SAP Help Portal at
http://help.sap.com/ibp 61

New Key Figures for Forecast Error


New key figures are available to support forecast error calculations.
New Key Figures
Key Figure ID

Base Planning Level

Definition

IOSALES

Name
IO Sales

WKPRODLOCCUSTGROUP

The historical sales quantity at


the product/location/customer

IOCV

IO Historical Forecast Error CV

PRODLOCCUSTGROUPLAG

More Information

group/week granularity
The timeless coefficient of
variance based on historical
sales quantity and historical
forecast quantity
IOFCSTBIASCALCULATED

IO Historical Forecast Bias

PRODLOCCUSTGROUPLAG

The timeless calculated forecast


bias based on historical sales
quantity and historical forecast
quantity

IOFCSTBIASUSED

IO Forecast Bias Used

PRODLOCCUSTGROUPLAG

The bias used to adjust (reduce)


the coefficient of variation based
on statistical confidence
threshold input

IOFCSTMAPE

IO Historical Forecast MAPE

PRODLOCCUSTGROUPLAG

The timeless mean absolute


percent error based on the
historical sales quantity and
historical forecast quantity

IOFCSTMAD

IO Historical Forecast MAD

PRODLOCCUSTGROUPLAG

The timeless mean absolute


deviation error based on
historical sales quantity and
historical forecast quantity

IOAVGDMDINTVL

IO Average Demand Interval

PRODLOCCUSTGROUPLAG

Average number of periods


between consecutive periods
with sales

This figure is compared to


intermittent demand interval
setting to determine the
intermittency classification

IOSWITCHINGRATIO

IO Demand Switching Ratio

PRODLOCCUSTGROUPLAG

Proportion of number of

Used to distinguish between

consecutive periods in which


demand switches from positive
to 0 or 0 to positive to total

seasonal demand and


intermittent demand

number of periods
IOFCSTTIMINGACCURACY

IO Forecast Timing Accuracy

PRODLOCCUSTGROUPLAG

Proportion of periods in which

Used in determining forecasting

both forecasts and sales are


positive to total number of
periods where at least one is

timing accuracy for intermittent


demand

positive
OUTLIERPERIOD

Outlier Period

WKPRODLOCCUSTGROUPLAG

Output of forecast error


calculation operator to report
which periods are classified as
outliers

For more information about key figures for inventory optimization, see Key Figures for Inventory.

Additional Whats New for 4.0 Customers


Not applicable

Additional Whats New for 5.0 Customers


Not applicable

Process Management in S&OP


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Page 19 of 87

Depending on your source system (4.0 or 5.0), please read the following sections:
Section

4.0

5.0

What's New in 6.1

Additional What's New for 4.0 Customers

Additional What's New for 5.0 Customers

Whats New in 6.1


Due to changes in user management, when creating a process template, you now assign participant groups to a process step rather than participant roles. A
participant group is a user group that receives automated tasks when the process step status is changed to In-Progress . You can assign users to a user
group using the User Groups app, then enter the user group name as the participant group.
Accordingly, the Participant Roles field has been renamed to Participant Groups when you create process templates or view process step details.
For more information about process steps, see Creating Process Templates and Process Steps.
For more information about the changes in user management, see User Administration .

Additional Whats New for 4.0 Customers


Now in process management, the task name and description are user-defined. A task name can now be different from the process step name, and the
description can include a detailed list of instructions for the task.
Process management is now available without a Jam subscription. Without a Jam subscription, you are unable to assign tasks to individuals and starting a
process step does not create tasks for participants, but the rest of process management functions are available.
If you do not have a Jam subscription, when you create a template or instance, the following fields are not available under the step section:
Jam group
Task name
Task description
When you view the process instance chart for a step that has been started, in chevron view you dont see a percentage complete, just in progress, as the
percentage complete is based on tasks. In the donut view, the percentage complete always reads XX%.
The step details panel in the chevron view only shows a list of participants, but no details of their tasks completed.
For more information, see Process Modeling.

Additional Whats New for 5.0 Customers


Not applicable

1.2.2.5 Multilevel Supply Planning


Depending on your source system (4.0 or 5.0), please read the following sections:
Section

4.0

5.0

What's New in 6.1

Additional What's New for 4.0 Customers

Additional What's New for 5.0 Customers

What's New in 6.1


Updated Terminology: Algorithm Names
To accurately reflect the type of planning performed by the planning algorithms, they have been renamed as follows:
Supply planning heuristic is now called S&OP heuristic.
Supply planning optimizer is now called S&OP optimizer.

S&OP Optimizer Enhancement


To improve performance, the S&OP optimizer uses a new fast, state-of-the-art mixed integer linear programming (MILP) solver.

Additional What's New for 4.0 Customers


not applicable

Additional What's New for 5.0 customers

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S&OP Optimizer Enhancements


The S&OP optimizer has been enhanced as follows:
The optimizer can now calculate a supply plan in which customer demands are fulfilled later than requested, that is, delivery takes place either partially
or completely in one or more periods after the requested period. For example, if a customer demand is for 100 pieces in January, the optimizer might
calculate that 60 pieces are to be supplied in January, 30 in February, and 5 in March.
For more information, see Late Delivery.
The optimizer no longer issues an error message if the key figures SUBPERIODFIRSTPRODUCTION, SUBPERIODSOFSUPPLY, and
PERIODSOFCOVERAGE contain a value greater than zero. Instead, the lot size behavior is controlled by the lot-sizing procedure defined in the location
product master data records.
For more information, see Lot Sizes.

S&OP Heuristic Enhancements


The S&OP heuristic has been enhanced as follows:
Balance receipts triggers the S&OP heuristic to try to deal with problems of insufficient or excessive supply by using alternative sources of supply
(where available). This applies, for example, in cases where the supply shortage or surplus is caused by a value in an adjusted or minimum key figure.
This feature is available for production, location, customer, and external sources of supply.
To use balance receipts, the system administrator sets the value of the S&OP operator parameter BALANCE_RECEIPT_POLICY to STANDARD .
For more information, see Balance Receipts.
By default, if there is negative projected stock in period, the heuristic uses zero as the stock on hand for period (t+1). You can now define that the
heuristic carries over negative projected stock. That is, it uses the negative value in period (t+1) while calculating the net demand of period (t+1), which
increases this net demand.
To carry over negative projected stock, the system administrator sets the value of the S&OP operator parameter
CARRY_OVER_NEGATIVE_PROJECTEDINVENTORY to YES .
For more information, see the Parameters for Controlling Algorithms section in the model configuration guide on SAP Help Portal at http://help.sap.com/ibp61
.

Quota Checks: Simplified Creation of Quotas


To help simplify the task of defining consistent quotas, the heuristic or optimizer can now be configured to calculate consistent quotas that add up to 100%.
As a result, even if no quotas are defined, the quota check does not return any issues during planning, which allows the planner to run the algorithms without
being concerned about defining consistent and final quotas.
Note that this feature is recommended for use only during the early stages of an implementation project.
To activate this feature, the system administrator sets the value of the S&OP operator parameter NORMALIZE_RATIO_POLICY to EQUAL .
For more information, see the Parameters for Quota Checks section in the model configuration guide on SAP Help Portal at http://help.sap.com/ibp61

S&OP Operator Type: Disable LOCAL Mode


You, as a system administrator, now have the option of disabling the LOCAL mode for the S&OP (SCM) operator type as a performance measure. You do this
on the Configuration screen by adding a new global configuration parameter SCM_LOCAL_MODE under parameter group PLCNTRL and setting it to NO .
When the mode is disabled, the system does not compute the location/product key figures Deficit , Shortage , and Projected Stock when the Stock on
Hand key figure is updated and Save/Simulation is performed. If users want to see the updated plan, they can run the S&OP operator (using the heuristic or
optimizer).

Output Products Belonging to Different Subnetworks


Previously, all output products (that is, the main output product and all co-products) had to belong to the same subnetwork. Now each output product can
belong to a different subnetwork. For example, if you have a production source of supply with one main output product, two co-products, and four components,
each of these seven products can belong to a different subnetwork.

1.2.2.6 Response Management


As of SAP Integrated Business Planning 6.1, response management is available. With this application you can carry out two main processes:
Create product allocation and supply plan based on priority
Using forecasts and supply chain constraints as a basis, you create your plan so that your company always has enough stock to fulfil every order that
comes in. You can prioritize which orders will be fulfilled first by assigning customizable rules to specific demands.
Respond to supply and demand changes
Whenever changes arise (for example, when a customer requests a larger order than initially planned, or a shipment is delivered late) you can quickly
react and update your supply plan accordingly.
Both processes work on information integrated from external systems such as SAP ERP. With the OpenAPI, you can establish an SDI (smart data integration)
link between response management and the external system of your choice. Once this link is in place, all the necessary master data, inventory data, and
single order data will be transferred to response management in batch jobs.
Main Features of Response Management:
Demand prioritization
By creating rules with which to prioritize demand, you can assign a higher priority to the orders of your choice. For example, orders from a regular
customer that always buys in bulk.
Order rescheduling
If unforeseen changes arise, you can easily reschedule your orders to fulfil demand as quickly and efficiently as possible.
What-if analysis
Whenever you need to react quickly and update your supply plan, you can use simulations to try out changes without ever affecting your live data. Once
you've decided on a course of action, you can then update the live order accordingly.
Gating factor analysis
A gating factor is anything that prevents you from fulfilling an order on time - for example, insufficient stock or manufacturing capacity. With response

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management you can analyze these gating factors and devise solutions to overcome them. By acquiring more familiarity with your order network in this
way, you can also make any necessary changes that might prevent those gating factors from arising again in future.
Response management can be integrated with other SAP Integrated Business Planning applications, enabling you to make use of additional planning
processes like demand management or inventory target setting.
For a more detailed look at setting up and using response management, see Response Management.

1.5.7 Custom Alerts


Depending on your source system (4.0 or 5.0), please read the following sections:
Section

4.0

5.0

What's New in 6.1

Additional What's New for 4.0 Customers

Additional What's New for 5.0 Customers

What's New in 6.1


Custom Alert Definitions and Subscriptions
Custom alert definitions and subscriptions have been enhanced as follows:
To group alerts in a meaningful way you can use the new Category field in the Information section of the UI. You define categories in the Manage
Categories app first. Examples of categories could be Inventory Shortage Alerts and Marketing Forecasting Alerts . You can use these
categories for sorting or filtering custom alert definitions and subscriptions in the Define and Subscribe to Custom Alerts app. You can also use
categories in the Custom Alerts Overview app as a grouping criterion. For more information, see Categories.
You apply one unit of measure and one currency only to the definition, if relevant. Only that unit of measure and currency are then available for the
subscriptions.
To speed up the job of creating definitions and subscriptions, the Copy button creates a new instance of an existing custom alert definition and opens
this new instance of the definition in edit mode. The system proposes a new name and description; for example, Copy of Alert ABC and all the
attributes from the original definition are copied except for the subscriptions.
While in display mode of a custom alert definition, you can edit an individual subscription.
By clicking on the total number of alerts that are displayed in the list of subscriptions for a custom alert definition, you can navigate directly to the
monitor. You can also navigate to the Monitor Custom Alerts app from the subscription UI by clicking the Go to Monitor button.
To remove unwanted alerts or simply to focus on certain alerts, you can deactivate your own definitions and subscriptions. You do this by deselecting
the Active checkbox in the Information section of the Define and Subscribe to Custom Alerts app. You can activate them again at any time.
You can search for alert definitions and alert instances and the system recognizes any part of the following strings:
Definition name
Planning area
Calculation level
User name

Alert Rules
The following enhancements have been made to help you to create even more flexible rules when defining conditions and thresholds to trigger alerts:
New operator: is null
You can specify that an alert is to be triggered when the system does not find a value for a specific key figure. For example, you can create a rule that
causes an alert to be triggered when the system does not find any values in the database for the key figure Delivery Quantity .
New operator: not equal to ( <> )
You can specify that an alert is to be triggered when the system does not find a specific value for a certain key figure. For example, you can create a
rule that causes an alert to be triggered if the adjustment factor is not equal to 5 .
Rule groups
You can define individual rules and rule groups to create more sophisticated combinations of conditions and to further refine the triggering of alerts. An
alert is triggered when either all rule groups are satisfied or any rule group is satisfied. Within the rule group, a rule group is satisfied when either all rules
are satisfied or any rule is satisfied.

New App: Custom Alerts Overview


This new app provides a summary of current alerts, which are grouped by either severity or category. The overview allows you to see which alerts will be
triggered if the Monitor Custom Alerts app is executed.
You can navigate to the Monitor Custom Alerts app from the overview by clicking on one bar of the chart that is displayed.
You have the following options for displaying alerts in the overview screen:
Bar chart
Alerts are displayed by severity or category, depending on the user's selection, and by subscription.
Table
The user can display the summary of alerts with or without grouping.
Sorting by severity or category
The following information is also provided in the overview screen:
Total number of alerts for your subscription and the distribution of those alerts by severity
The number of subscriptions that are restricted by the global setting of the maximum number of alerts that can be displayed

Monitor Custom Alerts

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The Monitor Custom Alerts app has been enhanced as follows:


To allow you to follow up on issues raised by alerts in a systematic and transparent manner, you can link alerts to cases. You can link alerts either to
existing open cases or to a new one that you can create directly in the Monitor Custom Alerts app. You can link multiple alerts to the same case. You
can remove the links to cases that have been resolved by clicking the Unlink Case button.
From Alert Data , you can click Go to Analytics to navigate directly to the Analytics app in the Explore mode. There you can view the same chart
as in the Monitor Custom Alerts app. You can manipulate the chart display by adding key figures and filters. You can then either save or discard the
changes.
You can search for alert definitions and alert instances and the system recognizes any part of the following strings:
Subscription name
Key figure
Calculation level
User name
The search list automatically starts to filter while the user types text in the search field.

Additional Whats New for 4.0 Customers


not applicable

Additional What's New for 5.0 Customers


The functions from the Custom Alerts apps Define Custom Alerts and Subscribe to Custom Alerts have been merged into a single app: Define and
Subscribe to Custom Alerts .
To reduce alerts that are triggered to a manageable and useful number, you can specify a minimum number of periods that a condition must exist for before an
alert is triggered. For example, you enter 3 in the field Minimum Consecutive Periods : You won't see any alerts in the monitor until the conditions such as
an inventory shortage of a specific product have existed for 3 consecutive periods (for example, 3 weeks in a row).

1.3 Example Process: Integrated Sales and Operations


This example shows an integrated sales and operations process that includes the following applications of SAP Integrated Business Planning (IBP):
Demand planning
Demand sensing
Inventory optimization
Supply planning
The sequence of the process steps demonstrates a typical use case. You can use this process "as is" or you can adapt it to your business needs.
This process is based on the sample planning area Unified Planning Area (SAPIBP1).

Note
We recommend that you use this planning area for new implementation projects. You can adapt the planning area to your needs, just as you can with the
other sample planning areas.

Process Overview
The following figure illustrates the high-level process and is followed by explanations for the various process phases:

Integrated Sales and Operations Process

Demand Planning
In the demand planning phase, the demand planner plans the upcoming demands. This is done in weekly cycles and involves the following tasks:
1. Create statistical forecast
The demand planning process expert creates the statistical forecast based on the historical sales data.
2. Create local demand plan

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Based on the statistical forecast, the local demand planner creates the local demand plan, typically for a specific location product or product group.
3. Create global demand plan
Based on the local demand plan and the final consensus demand defined in the previous sales and operations planning cycle, the global demand planner
creates the global demand plan.
Demand Sensing

In the demand sensing phase, the system creates the sensed demand as follows: Based on the future ordered quantity, confirmed quantity, the delivered
quantity data from SAP ERP, and the global demand plan defined in demand planning, the sensed demand is calculated on a daily basis. The sensed demand
is an input for creating the combined demand plan in demand planning.
Demand Review

In the demand review phase, the demand planner creates a complete consensus demand plan in the medium to long term planning horizon based on the global
demand plan on a monthly basis. The plan also takes into account sales and marketing inputs and ensures that financial targets are met.
1. Integrate input data from external sources (such as SAP ERP)
Some of the data used in the sales and operations planning process needs to be retrieved from external sources. Examples of such data are the
marketing plan, the financial plan, and the sales plan.
2. Create consensus demand plan
During the demand review, representatives from sales, finance, marketing, and demand planning define a consensus demand plan, using the input key
figures derived from demand planning, from inventory optimization, and from external sources.
Inventory Optimization

Inventory optimization is performed weekly and uses the combined output of the demand planning and demand sensing processes to create an inventory plan.
Inventory optimization calculates inventory targets for each material at each location in a supply chain, considers and compensates for uncertainties in
demand forecasts, supply timing, and supply quantity. The inventory plan serves as an input to the sales and operations planning process.
Supply Review

Supply review is performed in monthly cycles and includes the following tasks:
1. Copy input data
As a preliminary step in the sales and operations planning process, a copy of the Combined Final Demand to the Consensus Demand and the
Recommended Safety Stock key figures are created. This copy is used in the sales and operations planning process, while the original key figure values
are kept stable.
2. Create constrained demand plan
During the supply review, the supply planner creates a constrained demand plan. To calculate the constrained demand plan, the planning algorithm uses
master data such as sourcing rules or quotas, resources, production sources (bills of material), lead times, lot sizes, and co-products, and input planning
data such as consensus demand, inventory target, and available capacity.
Pre-Sales and Operations Meeting

During the pre-sales and operations meeting, representatives from sales, finance, marketing, production and demand planning try to resolve deviations
between the constrained demand plan and the consensus demand plan, and agree on solution proposals to be decided in the sales and operations executive
meeting.

Executive Sales and Operations Meeting


During the executive sales and operations meeting, senior management assesses the solution proposals from the previous step. A decision on the final
consensus demand is reached, based on the final constrained demand plan. This approved value is used as an input for the demand planning process, for
creating the global demand plan for the following week.

Overview of Data Flow and Granularity


The following table shows the data flow between the IBP applications and between IBP applications and external systems:
From/To

Sales and Operations

Sales and Operations

Supply

Demand

Monthly: consensus

Monthly: final consensus

demand plan

demand

Inventory

External System(s)

Supply

Monthly: constrained
demand plan

Demand

Monthly: global demand

Weekly: demand forecast

Daily: final sensed

plan

(global demand plan +


final sensed demand)

demand
Weekly: global demand
plan

Inventory
External System(s)

Monthly: safety stock

Weekly: safety stock

Monthly: financial plan,

Weekly: target service

marketing plan

levels, forecast error

Master data (when required), sales plan (monthly), historical sales (weekly), sales order data (daily)

Note
Out of the box integration with external systems is not in the scope.
The SAP Supply Chain Control Tower is not included in this matrix because it provides visibility across all modules.
The following table lists the periodicities and the aggregate levels:
Process

Periodicity

Aggregate Level

Sales and operations planning and supply planning

Monthly

From product family/customer region to


product/location

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Resource/location
Demand planning

Weekly

Product/customer/location

Inventory optimization

Weekly

Product/location
Resource/location

Demand sensing

Daily

Product/customer/location

Process Details
For more information about the unified planning area, see SAP Service Marketplace at http://service.sap.com/public/rds-ibp

and select Download package .

For general information about planning areas, see the model configuration guide on the SAP Help Portal at http://help.sap.com/ibp61
and Deployment Information Model Configuration Guide .

under Configuration

1.4 Administration
This section provides an overview of information that is relevant for administrators.

1.4.1 Model Configuration


SAP Integrated Business Planning provides extensive functions for creating, updating, and capturing information in your planning model.
For information about how to manage your planning model, see the Model Configuration Guide on the Help Portal page for the current release of SAP
Integrated Business Planning under
Configuration and Deployment Information
Model Configuration Guide
.
Based on the Configuration app, this guide provides task-based information to help you carry out common operations, such as:
Creating master data types and attributes, time profiles, planning areas, planning levels, key figures, versions, and planning operators
Adding calculations to key figures
Activating and copying your planning model
Managing reason codes and global configuration parameters
The guide also introduces some advanced modeling concepts, such as currency and unit of measure conversion and attribute transformation.

Transporting Planning Models


Once you have set up your planning model, and tested it thoroughly, you can transport an active model to a different SAP Integrated Business Planning
system in your landscape.

Exporting a Planning Model


To export an active planning model, launch the Transport Planning Models app from the launchpad in the source system.
The system creates and releases a transport request.
In the Transport Planning Models app, you can check when a model was exported, or if there were errors that made the export fail.

Importing a Planning Model


Import takes place automatically in the target system. The planning model is imported as an inactive planning model. You have to activate it as described in
the Model Configuration Guide .
In the Transport Planning Models app, you can check when a model was imported, or if there were errors that made the import fail.
For more information, see Transport Planning Models.

1.4.1.1 Transport Model Entities


Purpose
You can use this app to transport a complete planning model, some entities of a model (master data types or forecast models), or a visibility filter from one
system to the other in your landscape.
If you want to transport a complete planning model, select it by selecting a planning area, and choose Export . The app then creates a transport
request that contains the planning area you selected and its dependent objects: attributes, master data types, time profiles, planning level, key figure
definitions, planning versions, and planning operators.

Note
You can transport active planning models only.
If you want to transport a master data type, select the master data type, then choose Export . The app creates a transport request that contains the
master data type you selected, and its attributes.

Note
You can transport active master data types only.
If you want to transport a forecast model, select the forecast model, and then choose Export . The transport request contains the forecast model, the
assignments of algorithms, and that of the planning area.

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assignments of algorithms, and that of the planning area.


If you want to transport a visibility filter, select the visibility filter, and then choose Export . The transport request contains the visibility filter only.
You can perform the following tasks if you have the Planning Model (SAP_BCR_IBP_PLANMODEL_PC) catalog role with unrestricted write access:
Export the selected model entity
Check the status of the previous exports (whether they were successful, or what errors occurred during the export)
Check the status of the previous imports (whether they were successful, or what errors occurred during the import)

1.4.2 Identity and Access Management


Identity and Access Management (IAM) is the collective name of a set of tools that allows you to manage user access to the Fiori apps and specify what
users can do and see in the apps.
The main elements of IAM are business catalogs, business roles, and business users. Each employee in your organization is given a business user to which
you can assign business roles. The business roles contain restrictions that specify what activities are allowed and what data sets are available with each role.
To each business role you can assign business catalogs that provide access to the apps.
The following graphic illustrates how these elements fit together:

The main elements of Identity and Access Management

Users don't need to know about the access rights granted for them by IAM - when they open the launchpad, they see only those apps that are available to
them. Similarly, within the apps only those data sets are visible and those commands are active that the users are authorized to see or use.

Process Steps
Here's a quick overview of how you use Identity and Access Management:
Process Step

More Information

1. Create employee records.

Maintain Employees

2. Create a business user for each employee.

Maintain Business Users

3. Create business roles from the predefined business catalogs that provide access Maintain Business Roles
to the apps.
Business Catalogs
4. Specify the activities and data sets that are available to each business role.

Specify Restrictions
Visibility Filters

5. Assign the business roles to business users, or the business users to business
roles.

Maintain Business Users


Maintain Business Roles

6. Create user groups that enable business users to collaborate with each other
within the apps.

User Groups

Note that the above sequence of steps is partly optional: You can also choose to create the business roles first and the business users only later.

Example
The following graphic illustrates a possible scenario in Identity and Access Management:

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A possible scenario in Identity and Access Management

The following take place in this example:


Two apps are assigned to a business catalog.
Two different business roles are created based on different restrictions, but they both provide access to the same business catalog, which in turn
provides access to two different apps. As a result, both business roles provide access to both Fiori apps, but different restrictions apply to them.
Different visibility filters are assigned to each business role.
Employees are created.
Business users are created based on the employees.
Both business roles are assigned to one of these business users and one of the business roles is also assigned to the other business user.
Both business users are assigned to the same user group.

1.4.2.1 Prerequisites
You can use the apps related to Identity and Access Management if your business user has been assigned to a business role that has the following business
catalogs assigned to it:
Fiori App

Name of the Required Business Catalog

ID of the Required Business Catalog

Maintain Employees

Employee - Master Data

SAP_HCM_BC_EMPLOYEE_MD_PC

Maintain Business Roles

Identity and Access Management

SAP_CORE_BC_IAM

Maintain Business Users

If you create a new business role that includes the business catalogs listed above, you can also add the Visibility Filters and User Group business catalogs to
it. From then on, you are authorized to use all apps that support Identity and Access Management.

1.4.2.2 User Authentication


Before providing access to specific apps in SAP Integrated Business Planning, you provide access to the solution itself through user authentication. You can
choose one of the following scenarios when doing so:

Authentication with SAP Cloud Identity


If your organization has not yet implemented an on-premise identity provider yet, you can provide access to users via the SAP Cloud Identity Provider (SCI),
which is delivered with SAP Integrated Business Planning.
You can upload users to SCI as follows:
1.
2.
3.
4.

Create the employees in the Maintain Employees app.


Create the business users based on the employees in the Maintain Business Users app.
Download the list of users into a CSV file using the Download button in the Maintain Business Users app.
Upload the CSV file to SCI.

Users then receive an email with a URL that directs them to the SCI logon screen, and credentials to logon to SCI. Once they have logged on to SCI, they are
automatically redirected to SAP Integrated Business Planning.

Password Policy
The use of passwords in SAP Integrated Business Planning is defined by the enterprise password policy applied by SCI.
For more information, see the SAP HANA Cloud Documentation at https://help.hana.ondemand.com/
Guide
Configure Applications
Set a Password Policy for an Application
.

, under

SAP Cloud Identity Service

Operation

Authentication via an On-Premise Identity Provider


If your organization has already implemented an on-premise identity provider, SCI acts as a proxy between the identity provider and SAP Integrated Business
Planning. In this scenario, you only need to do the following:

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1. Create the employees in the Maintain Employees app.


2. Create the business users based on the employees in the Maintain Business Users app. When doing so, make sure that the user names you enter are
identical to the login names in the on-premise identity provider.

1.4.2.3 Maintain Employees


You can use this app to create, edit, and delete employee records for all users of SAP Integrated Business Planning within your organization. Employee
records contain personal and employment-related data.
Later, when you want to create a business user in the Maintain Business Users app, you can select the employee's name from a list and bring up the
personal data that is already stored for the employee in the Maintain Employees app. Thus, the business users are based on the employee records you
create in this app.

Activities
You can do the following In the Maintain Employees app:
Add new employees
Edit personal data and employee data
Delete employees

1.4.2.4 Maintain Business Users


You can use this app to create the business users for the employees you have created in the Maintain Employees app and to assign business roles to these
business users.
Once you have the required business users, you can assign business roles to them in the Maintain Business Users apps. For example, you can create a
Demand Planner business role and an Alerts business role and assign both to a business user representing an employee called "John Doe".

Note
You can also reverse this step and assign the business users to the business roles in the Maintain Business Roles app. For example, you can assign the
business user representing the employee called "John Doe" both to a Demand Planner business role and an Alerts business role that you have created.

Activities
You can perform the following tasks in the Maintain Business Users app:
Create, edit, and delete business users
If you want to delete all data for a user, you must delete the business user first and then the employee it was based on.
Lock and unlock business users
Assign business roles to business users and delete existing assignments
Download the list of all business users into a CSV file

1.4.2.4.1 Create and Edit Business Users


To create a new business user, click Create on the main screen of the app, choose the employee you want to create the user for, and fill in the required
fields. For User Name , enter a name or ID that is identical with the login name of the same user in the on-premise identity provider.
To assign business roles to the user, click Add Business Roles and select one or more roles from the window that opens.
Using the buttons on the main screen, you can also lock or unlock a user, and you can delete existing business users if they are not needed any more.

1.4.2.4.2 Lock and Unlock Business Users


You can lock and unlock business users in Maintain Business Users app in the following ways:
Select one or more business users on the main screen and click Lock or Unlock . You can also use the Search field to find the users you want to
lock or unlock.
Open a business user for editing and select the Locked or Unlocked checkbox. The option you can select depends on the current status of the user.

1.4.2.4.3 Assign Business Roles to Business Users


After selecting a business user for editing, you can see the business roles assigned to it. You can assign new business roles to the user on this screen or
remove assigned roles from the list:
To assign new business roles, click Add above the list or Add Business Roles at the bottom of the screen, select the required business roles in the
window that opens, and click OK .
To remove an assignment, select it and click Remove above the list or Remove Business Roles at the bottom of the screen, and click OK .

1.4.2.4.4 Set the Language of the User Interface


You can set the language of the user interface for each business user in the Maintain Business Users app as follows:
1. Open the business user for editing
2. Choose the required language in the Regional Settings part of the screen

1.4.2.4.5 Download Users


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1.4.2.4.5 Download Users


You can download the complete list of business users a into CSV file in order to upload them into SAP Cloud Identity. The downloaded file contains the status
(active or inactive), user name, email address, first name, and last name for each user.
For more information, see User Authentication.

1.4.2.5 Maintain Business Roles


You can use this app to create business roles based on the available business catalogs, specify restrictions for the business roles, and assign the business
users of those employees who are allowed to use the role.
For example, you create a business role called Demand Planner using the Demand Sensing and Forecast Models business catalogs and several others that
you find relevant for this business role. Then you specify that users with this role can only access master data in a specific planning area. Finally, you assign
the business user of an actual demand planner to the role.

Activities
You can use the Maintain Business Roles app to do the following:
Create, edit, copy, and delete business roles
Assign business catalogs to business roles
Specify restrictions (including visibility filters) for business roles
For more information, see Specify Restrictions and Visibility Filters.
Assign business users to the business roles
Activate the business roles

1.4.2.5.1 Create and Edit Business Roles


To create a new role, click New on the main screen of the app and fill in the required fields. To edit an existing business role, select it and make your
changes on the various tab pages of the screen that opens.
Using the buttons on the main screen, you can also copy an existing role to modify it for your own purposes, and you can delete existing business roles if they
are not needed any more.

Note
Although the SoD Check button is also available on the main screen for technical reasons, it is not relevant for SAP Integrated Business Planning.

1.4.2.5.2 Assign Business Catalogs


SAP Integrated Business Planning is delivered with several business catalogs that provide access to the Fiori apps. For example, the Forecast Models
business catalog provides access to the Manage Forecast Models and Assign Forecast Models apps that are assigned to it. You cannot modify the content
of the business catalogs but you can assign the catalogs to the business roles you create in the Maintain Business Roles app.

Note
Although the Maintain Business Catalog Roles app is also displayed on the launchpad for technical reasons, its use is not supported in SAP Integrated
Business Planning. Business catalog roles exist only in the back-end and cannot be modified in any way.
The business catalogs are delivered in predefined groups, which determine how the app tiles are displayed on the launchpad. For example, Demand Planner
is the name of a catalog group and also a tile group on the launchpad.

Activities
To assign one or more business catalogs to a business role, open the Assigned Business Catalogs tab and choose Add .
In the window that opens, select the required business catalogs, which correspond to business catalog roles of the same names, and click OK or Apply . If
you click Apply , the business catalog gets assigned to the business role but the window remains open and you can continue adding more business catalogs.
To learn more about a business catalog, select it in the list on the Assigned Business Catalogs tab and click Info .

Available Business Catalogs


The following business catalogs are available in SAP Integrated Business Planning:
Business Catalog Name

Business Catalog ID

Assigned Tile Group

Basic Functions

SAP_IBP_BC_BASIC_PC

Basic Functions

Alert Definition and

SAP_IBP_BC_ALERTDEF_

Custom Alerts

Subscription

PC

Assigned Apps
User Preferences

Description

Allows users to set the


No
default planning area to be
used in the IBP add-in for
Microsoft Excel.

D efine and Subscribe to

Allows users to create,

Custom Alerts

edit, and delete custom


alert definitions, to
subscribe to custom alerts,

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Restrictable

Yes

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subscribe to custom alerts,


and to share the
subscriptions with other
users.
Alert Monitor

Monitor Custom Alerts


Custom Alerts Overview

SAP_IBP_BC_ALERTMON_
PC

Allows users to analyze


Yes
the charts and metrics, and
to link a new case or an
existing case to an alert in
order to resolve it.

Forecast Models

SAP_IBP_BC_FORECASTM

Demand Planner

ODEL_PC

Manage Forecast Models Allows users to view,


Assign Forecast Models
create, edit, copy, and
delete forecast models, to
assign forecast models to

Yes

planning objects within a


specified planning area, to
view the existing
assignments, and to
change or delete existing
assignments.
Demand Sensing

Manage Demand
Sensing Issues

SAP_IBP_BC_DEMANDSEN
SING_PC

Allows users to view


demand sensing issues
based on the demand
sensing alerts they are

Yes

subscribed to, and to


modify the sensed
demand.
Promotion

Analyze Promotions

SAP_IBP_BC_PROMOTION
_PC

Allows users to inspect


promotion data, and to

Yes

decide whether or not a


promotion is to be
included in forecasting.
Analytics

SAP_IBP_BC_ANALYTICS
_PC

General Planner

Analytics
Dashboard

Allows users to filter and


group data for

Yes

visualization purposes, to
save visualizations as
charts to a library, and to
share charts with other
users or export them to a
file.
Also allows users to view
charts created in the
Analytics app, and
process instances created
in the Process Modeling
app.
Change History

SAP_IBP_BC_CHANGEHIS

Change History

T_PC

Allows users to view


changes to stored key
figures and their
dependent calculated key

No

figures, and to download


the data into CSV files.
Cases

SAP_IBP_BC_CASES_PC

Cases

Allows users to create and No


view cases, to assign
owners and tasks to cases,
to add comments, and to
mark case-related tasks as
complete.

Tasks

SAP_IBP_BC_TASKS_PC

Tasks

Allows users to view and


edit tasks they are

No

associated with, to create


process-related tasks in
SAP Jam, and to mark
tasks as complete.
Collaboration

SAP_IBP_BC_COLLABORA

Collaboration

TION_PC

Allows users to access the No


SAP Jam home page
where they can view the
home feed, enter status
updates, collaborate with
others, and create groups
for collaboration.

Favorites

SAP_IBP_BC_FAVORITES

Favorites

_PC

Allows users to access


their favorite planning
views in the IBP Excel
add-in directly from the

Yes

launchpad.
Application Jobs

SAP_IBP_BC_APPLICATI

Application Jobs

ONJOB_PC

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2014 SAP SE or an SAP affiliate company. All rights reserved.

Allows users to schedule


planning runs and check
the results of planning

No

Page 30 of 87

runs created by
themselves or their
colleagues.
Planning Filters

Planning Filters

SAP_IBP_BC_FILTER_PC

Allows users to view, edit, No


copy, and delete filters that
are used in other areas of
SAP Integrated Business
Planning.

IBP Excel Add-In

IBP Add-In for Microsoft


Excel

SAP_IBP_BC_EXCEL_ADD
IN_PC

Allows users to review and Yes


modify their planning data
and perform various
planning activities in the
Excel add-in.

Install Additional Software

Install Additional
Software

SAP_CORE_BC_IAS

Allows users to download


the SAP Integrated

No

Business Planning add-in


for Microsoft Excel.
Data Integration

SAP_IBP_BC_DATAINTEG

Administrator

Data Integration

RATION_PC

Allows users to import


CSV files that contain
values for various data

No

types and model entities,


and to view the statuses
and attributes of these
upload jobs.
Categories

SAP_IBP_BC_CATEGORIE

Manage Categories

Process Modeling

SAP_IBP_BC_PROCESSMO

Allows users to create,

No

edit, and delete categories


applied in the Cases and
Custom Alerts apps.

S_PC

Process Modeling

DEL_PC

Allows users to create


planning process

No

templates, instances,
workflows, and steps to
track their progress in the
planning process.
Planning Model

SAP_IBP_BC_PLANMODEL

Configuration

Allows users to create,

_PC

Transport Model Entities

copy, edit, and delete


master data types and
attributes, time profiles,
planning areas, planning
levels, key figures,

No

versions, and planning


operators; to add
calculations to key figures;
and to create or delete
reason codes and global
configuration parameters.
Planning Model Activation SAP_IBP_BC_PLANMODEL

Planning Models

_ACT_PC

Allows users to activate


planning areas, time
profiles, and master data
types.

No

This catalog does not


contain a Fiori tile. To use
this catalog, you must also
assign the Planning Model
business catalog to the
same business role and
provide read access to it.
Identity and Access
Management

SAP_CORE_BC_IAM

Maintain Business Roles


Maintain Business Users

Allows users to create and No


edit business roles, assign
business users to them,
and specify restrictions for
each business role.
Also allows users to create
and edit business users
and assign business roles
to them.

Employee - Master Data

SAP_HCM_BC_EMPLOYEE_

Maintain Employees

Allows users to view, edit,


and delete personal and
employee data, and to
create new employee
records in the system.

No

Visibility Filters

Allows users to create,


edit, and delete visibility
filters.

No

User Group

Allows users to create and No

MD_PC

Visibility Filters

SAP_IBP_BC_VISFILTER
_PC

User Group

SAP_IBP_BC_USERGROUP
_PC

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edit user groups for


collaboration purposes.

Page 31 of 87

Forecast Consumption
Profiles

SAP_IBP_BC_RMFCSTPRO

Response Administrator

FILE_PC

Manage Forecast
Consumption Profiles

Allows users to view,


create, edit, and delete
forecast consumption

No

profiles.
Response Settings

Maintain Response (SDI)

SAP_IBP_BC_RMSETTING
_PC

Response Remote
Sources

SAP_IBP_BC_REMOTESOU

Location Materials

SAP_IBP_BC_LOCMAT_PC

Transportation Lanes

SAP_IBP_BC_TLANE_PC

Configure Remote
Sources

RCE_PC

General Response
Planner

SAP_IBP_BC_LOCATION_

SAP_IBP_BC_MATERIAL_

No

View Transportation

Allows users to view

No

SAP_IBP_BC_RMAPPLJOB

Response Planning

_PC

Scenarios

SAP_IBP_BC_SCENARIO_

transportation lanes in
their supply chain.

View Locations

Allows users to view


No
locations available in their
supply chain.

View Materials

Allows users to view


location materials in their
supply chain.

No

Application Jobs -

Allows users to create

No

PC
Application Jobs

Allows users to establish a No


connection between
response management
and an external source
system.
Allows users to view
location materials in their
supply chain.

PC
Materials

No

View Location Materials

Lanes

Locations

Allows users to view and


edit the initial settings
required for running
Response Management.

Response Planning

Manage All Scenarios

PC

planning runs for the


Response Management
apps and to check the
results of planning runs
that they or their
colleagues created.
Allows users to keep track
of all scenarios they have
created or others have
created and shared with
them. Administrators can

Yes

track all scenarios that


exist in the system.
Projected Stock

View Projected Stock

SAP_IBP_BC_PROJECTED
STOCK_PC

Allows users to view stock


issues by material or

Yes

location, to create receipts,


and to increase or
reschedule receipts.
Suppliers

SAP_IBP_BC_SUPPLIER_

Supply Planner

View Suppliers

PC

Allows users to view


suppliers in their supply

No

chain.
Production Data Structures SAP_IBP_BC_PDS_PC

Resources

View Production Data


Structures

View Resources

SAP_IBP_BC_RESOURCE_

SAP_IBP_BC_SALESORDE
R_PC

No

Allows users to view

No

resources in their supply


chain.

PC
Sales Order

Allows users to view


production data structures
in their supply chain.

Account Planner

Simulate Sales Order


View Confirmations

Allows users to simulate


sales order items, to open
the simulated items in

Yes

other apps, to display the


product allocation details,
and to view the order
network and competing
demand details.
Also allows users to check
the confirmation sales
orders after the planning
runs, to accept or improve
the confirmation status of
sales orders, to simulate
sales order items,
schedule line details for
sales order items, to view
details of order networks,
to display the product
allocation details, and to
view the order network
and competing demand
details.

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2014 SAP SE or an SAP affiliate company. All rights reserved.

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Demands by Priority

View Demands

SAP_IBP_BC_DEMANDBYP

Allows users to display

No

prioritized demands for the


selected location, material,
rule, and version, navigate
to the View
Confirmations app, and

RIO_PC

view the rule details.


Rules for Demand
Prioritization

Rules for Demand


Prioritization

SAP_IBP_BC_RULES_PC

Allows users to create,


No
edit, or delete rules,
segments, collections, and
attributes, and to select
attributes for sorting the
demands.

Product Allocation Profile

View Product Allocation


Profiles

SAP_IBP_BC_PALPROFIL
E_PC

Allows users to view all


product allocation profiles
that are available in the

No

system.
Customers

View Customers

SAP_IBP_BC_CUSTOMER_
PC

N/A

SAP_CORE_BC_APJ

N/A

SAP_CORE_BC_OM

N/A

SAP_CORE_BC_SM

Communication

SAP_CORE_BC_COM

N/A

Management

Allows users to view


customers in the supply
chain

No

The use of these business N/A


catalogs is not supported
N/A
in SAP Integrated
Business Planning. They
N/A
are only listed in the
N/A
Maintain Business Roles
app for technical reasons.

N/A
N/A
N/A
N/A

Collaboration

SAP_CORE_BC_SM

N/A

N/A

Extensibility

SAP_CORE_BC_EXT

N/A

N/A

Extensibility Test

SAP_CORE_BC_EXT_TEST

N/A

N/A

Software Collection Export SAP_CORE_BC_SL_EXP

N/A

N/A

Software Collection Import SAP_CORE_BC_SL_IMP

N/A

N/A

For information on the available restrictions, see Specify Restrictions.

1.4.2.5.3 Assign Business Users to Business Roles


On the Assign Business Users tab page you can see the list of business users that have already been assigned to the selected business role, and you can
also add new business users or remove assigned users from the list.
To assign new users, click Add , select the required business users in the window that opens, and click OK or Apply . If you click Apply , the business
user gets assigned to the business role but the window remains open and you can continue adding more business users.

1.4.2.5.4 Specify Restrictions


For each business role, you can specify restrictions to limit the set of available data and allowed activities. You cannot specify restrictions for business
catalogs.

Note
For technical reasons, the Assigned Business Catalogs tab displays the restrictions separately for each business catalog. However, SAP Integrated
Business Planning does not support the setting of restrictions for individual business catalogs. You can only set restrictions for business roles.
You can assign one or more business roles to each business user and, when you do so, all access rights included in the business roles are summed up
together. This means that each business user will have access to everything that the assigned business roles grant access to.

Activities
You can specify restrictions as follows:
1. Open a business role for editing on the main screen of the Maintain Business Roles app.
2. Click Maintain General Restrictions at the bottom of the screen.
3. Restrict the access rights for one or both of the two access types: read and write.
For both access types, you can choose one of the following values:
Restricted
Unrestricted
No Access
If you choose Unrestricted or No Access for an access type, you don't need to make any further settings. For example, if you specify that users
assigned to a business role can have unrestricted write access, they can modify all settings and all data in the applications that the users have access
to.
If you choose Restricted for the read or write access, you can make further settings to specify what the business users assigned to that role can see
or modify in the applications. For example you can specify that the business users assigned to a business role can see master data from certain
planning areas only.
Even if you choose Restricted for an access type, you can still grant unrestricted access to some of the available restriction areas. For example, if you

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specify that a business role is to have restricted write access in general, you can make the Master Data restriction area an exception by choosing it and
selecting Unrestricted Access .
4. Specify restriction values
If you have chosen Restricted for the read or write access, you can specify how exactly you want that type of access to be restricted. You can do so
by choosing values for the various fields within the restriction areas that are displayed under the access type. Restriction areas are groups of restriction
values that are available to the business catalogs assigned to a role.
For example, you can specify that key figures in a certain planning area are to be editable for users with a certain business role. To make this setting,
choose the pencil icon in the line of the Planning Area restriction value within the Key Figures restriction area in the Write section, and select the
name of the planning area that you want to provide write access to.

Note
When you specify restrictions for various business roles and then assign those business roles to a business user, all access rights included in the
roles are combined together. This means that the business user will have access to everything that the assigned business roles have access to.
5. Add new restriction areas of your choice (optional)
Additional restriction areas are useful if you want to specify restrictions on a more detailed level. For example, if you want to specify that the Demand
Planner business role is to contain write rights for the DELIVQTY key figure in planning area PL200, and for the CONSENSUSDEMAND key figure in
planning area PL300, you need to add the Key Figure restriction area to that business role twice (or once more if it is listed for that role by default).

Available Restrictions
While you cannot specify restrictions for business catalogs, the available restriction areas are defined per business catalogs and not per business roles. When
you assign various business catalogs to a business role, all restriction areas available for those business catalogs are merged together.
For example, if you assign two business catalogs to a business role and both catalogs allow the restriction of access to master data, you specify this
restriction only once for the business role and it will apply to both business catalogs assigned to the role and to all applications in those catalogs.
The following table shows which restriction areas are available for each restrictable business catalog:
Business Catalog

Available Restriction Areas

Alert Definition and Subscription

General (Visibility Filter ID)


Key Figures

Alert Monitor

General (Visibility Filter ID)


Key Figures

Analytics

Master Data
Key Figures
Version-Specific Key Figures
General (Visibility Filter ID)

Demand Sensing

Key Figures

Forecast Models

Management of Forecast Models


Key Figures
Assignment of Forecast Models
General (Visibility Filter ID)

IBP Excel Add-In

Master Data
Key Figures
Version-Specific Key Figures
Management of Forecast Models
Planning Operators
Subnetworks
Templates
General (Visibility Filter ID, Reason Code ID, Administrative Functions)

Favorites

Templates

Projected Stock

General (Response Management Scenario Scope)

Promotions

Master Data
Key Figures

Sales Order

General (Response Management Scenario Scope)

Scenarios

General (Response Management Scenario Scope)

The available restriction areas contain restriction fields that allow you to grant read or write access for various data types or activities. The following table
shows the content of the available restrictions:
Restriction Area
General

Restriction Fields

Read Access

IBP Administrator Functions


Reason Code ID
Visibility Filter ID
Response Management Scenario
Scope

Allows users to assign visibility filters and You can only specify read access for
specify reason codes.
reason codes and visibility filters.
For the response management scenario
scope, you can specify if all scenarios
can be edited or only those created by

Write Access

the user or shared with the user by


others.
Write access granted for the IBP
Administrator Functions field allows
users to change planning view
templates, planning view layouts, userdefined scenarios, versions, and attribute

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combinations.
Key Figures

Planning Area
Key Figure ID

Allows users to view key figure values in


the selected planning areas.

Allows users to change key figure values


in the selected planning areas.

Master Data

Master Data Type


Planning Area
Version ID
Master Data Editing Scope

Allows users to view master data in the


selected master data types, planning
areas, and versions.

Allows users to change master data in


the selected master data types, planning
areas, and versions.
For the master data editing scope, you
can specify if all master data can be
edited or only the master data that was
created by the user.

Version-Specific Key Figures

Planning Area
Version ID
Simulation for Version

Read access is version-dependent:


If you grant read access for a
version, it overwrites the

If you grant write access for a version, the


restrictions you set for the Key Figures
restriction area apply to the version as

restrictions you set for the Key


Figures restriction area. This
means that for that specific
version, the key figures are not
editable even if you have set write

well.
If you grant read access for a version but
you allow simulation for the version,
users need write access for the target
key figures they use for the simulation.

access for the Key Figures


restriction area.
If you grant read access for a
version but you allow simulation
for the version, you allow users to
create user-defined scenarios by
copying that version. The
restrictions you set for the Key
Figures restriction area apply to
the simulation as well, but the
changes cannot be merged into
the original version.
Users need read access for the
source key figures in the version
they copy for simulation.
Management of Forecast Models

Planning Area

Allows users to view forecast models in

Allows users to change forecast models

Forecast Model Name

the selected planning areas.

in the selected planning areas.


When applied to the IBP Excel Add-In
business catalog, the write access
granted for this restriction area allows
users to execute forecast models.

Assignment of Forecast Models

Planning Area
Planning Level ID

Allows users to view forecast model


assignments in the selected planning
areas and planning levels.

Allows users to assign forecast models to


planning objects and change existing
assignments in the selected planning
areas and planning levels.

Planning Operators

Planning Area
Planning Operator Type
Planning Operator ID

You can only specify write access for


planning operators.

Allows users to use planning operators


of the selected types in the selected
planning areas.

Subnetworks

Planning Area
Planning Unit

You can only specify write access for


subnetworks.

Allows users to run supply planning on


the selected subnetworks.

Templates

Planning Area
Planning View: Workbook ID

Has the same effect as write access:


allows users to use the selected
planning view templates in the selected
planning areas.

Has the same effect as read access:


allows users to use the selected
planning view templates in the selected
planning areas.

For some business catalogs, no restrictions are available but you can still limit the range of activities that the users assigned to a business role can perform in
the apps belonging to the catalogs.
The following table shows what these catalogs are and how the access types limit the range of activities:
Business Catalog
Planning Models

Read Access

Write Access

Allows users to create, copy, edit, and delete planning

Not applicable.

models.
Planning Model Activation

Not applicable.

Allows users to activate planning models.


As a prerequisite, you must provide read access to the
Planning Models business catalog in a separate
business role that you assign to the same user.

Data Integration

Allows users to view the statuses and attributes of the


scheduled uploads of CSV files that contain values for
various data types and model entities.

Allows users to import CSV files that contain values for


various data types and model entities.

1.4.2.5.5 Activate or Save Business Roles


Once you have finished working on a business role, you have the following options:
If you have only assigned users or removed existing assignments, it is enough to save the role.
If you have assigned business catalogs, removed existing assignments, or maintained restrictions, activate the role.

1.4.2.6 Visibility Filters

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1.4.2.6 Visibility Filters


You can use visibility filters to define the range of planning data for a particular planning area visible to the user. Once you created your visibility filters, you
assign them to the relevant business roles in the Maintain Business Roles app. You can create, edit and delete visibility filters in the Visibility Filters app.

Creating and Changing Visibility Filters


You can create or change a visibility filter in the Visibility Filters app as follows:
1.
2.
3.
4.

To create a filter, choose Create . To change a filter, find your visibility filter using the search.
Enter a name (required) and a description (optional) for the new filter.
Select a planning area.
Under Filter Criteria , specify at least one filter attribute.
Note the following:
If there is no condition for an attribute, all values are allowed.
If you define a filter that uses the same attribute more than once, the conditions are combined with OR as shown in the following example:
Example One
Attribute

Operator

Value

Customer ID

equal to

Company ABC

Customer ID

equal to

Company XYZ

Result: you can view all data where the Customer ID is either Company ABC OR Company XYZ.

If you use the same attribute more than once with the Not Equal to operator, the conditions are combined with AND.
If you define a filter that uses two or more different attributes, the conditions are combined with AND as shown in the following example.
Example Two
Attribute

Operator

Value

Customer ID

equal to

Company ABC

Customer ID

equal to

Company XYZ

Location Region

equal to

USA

Result: You can view planning data that fulfills both of the following conditions:
Belongs to location region USA
Belongs to either Company ABC or Company XYZ

5. Select an operator.
The following table provides an overview of the operators available:
Operators
Operator

Description

Example

equal to

The user can view planning data for which the


attribute value is equal to the value specified.

Rule: Customer ID equal to Company ABC


Result: You can view planning data for the specific

Note

customer Company ABC.

If you do not enter a value, the user can view any


data where the specific attribute has no value.
not equal to

The user can view planning data for which the


attribute value is not equal to the value specified.

Note
If you select the Not Equal to operator and
specify no value, the user can view any data
where the attribute has a value.
greater than

The user can view planning data for which the


attribute value is greater than the value specified.

greater than or equal to

The user can view planning data for which the


attribute value is greater than or equal to the value
specified.

less than

The user can view planning data for which the


attribute value is less than the value specified.

less than or equal to

The user can view planning data for which the


attribute value is less than or equal to the value
specified.

between

The user can view planning data for which the


attribute value is between the two values.

contains

The user can view planning data for which the


attribute value matches the pattern defined. You can
use the wild-cards * and ? as follows:
* can be substituted for any other multiple

Rule: Customer ID contains the pattern "Company*"


Result: You can view the details for Company ABC,
Company 9000, or any other suffix of "Company".
Rule: Customer ID contains pattern "Company?"

characters in a string
Result: You can view the details for a company with a
? can be substituted for any single character in single character, for example Company A or
a string
Company Z.

6. Enter a value.
7. Define additional rules as needed.

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8. Save your entries.


9. You can now assign the visibility filter to a business role in the Maintain Business Roles app.
All the visibility filters that are assigned to a user are combined to give the user access to all the data defined by the union of the sets of attribute
combinations that each of them allows.

1.4.2.7 User Group


You can use this app to allow employees to collaborate with each other within the apps that allow collaboration and sharing. You first create user groups in the
User Groups app and then you connect the user groups with the corresponding SAP Jam groups that you create in the Collaboration app.
For more information, see Collaboration.

Activities
Create new user groups with names and descriptions that are meaningful to employees
Add users to the group
Remove users from the group
Send emails to colleagues to review the user group you created or changed
Share the user group you created or changed in SAP Jam
Delete user groups

1.4.2.8 Display Technical Users


This app shows all technical users that exist in the system. As opposed to business users, technical users don't represent actual people, but rather services
that are used to automate technical tasks in the system.

1.4.3 Data Integration


Depending on the integration scenario, data can be transferred using generic tools or dedicated integration technologies like SAP HANA Cloud Integration (HCI)
and SAP Smart Data Integration (SDI).

Data Integration Using Generic Tools


The Data Integration app of SAP Integrated Business Planning (IBP) provides a mechanism for importing and exporting data between on-premise systems in
the customer environment and IBP applications in the SAP Cloud environment.
The following figure illustrates the different options for importing and exporting data:

Integration Using Generic Tools

Data can be imported from the on-premise systems in the customer environment into the IBP applications in the SAP cloud environment (from left to right
above) and exported from IBP applications to on-premise systems (from right to left above) using the options described below.

Import Using Self-Service Data Load Web UI


You can import CSV files using the self-service data integration web UI via secure HTTP (HTTPS). For more information, see Data Upload from the Web UI
and Preparing a CSV File for Importing Data .

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Export Using API


The API is a RESTful web service that allows the export of key figure data from the application so that the data can be consumed by ETL tools (such as data
services), integration applications (such as SAP NetWeaver Process Integration), or directly from operational systems.
For more information about exporting data, see the Data Export Guide on the Help Portal page for the current release of SAP Integrated Business Planning.

Data Integration Using HCI


The integration based on SAP HANA Cloud Integration (HCI) works both ways. It is used in scenarios with periodic data exchange.

Integration Scenarios Using HCI

Data Import Using HCI


HCI directly connects to on-premise systems to extract and securely pipe data from source systems to IBP target tables via secure HTTP (HTTPS), utilizing
the data integration function in HCI. For more information, see the SAP HANA Cloud Integration Guide on the Help Portal page for the current release of SAP
Integrated Business Planning.

Data Export Using HCI


For each planning area in IBP, there is an IBP calculation scenario that allows the extraction of all IBP key figures on any aggregate level. The calculation
scenario can be consumed by HCI. In addition, the extraction of master data via HCI is also supported. IBP master data tables are exposed as read-only and
can be used as the source datastore in HCI when it is connected to an IBP system.
For more information about exporting data, see the Data Export Guide on the Help Portal page for the current release of SAP Integrated Business Planning.

Data Integration Using OpenAPI (Based on SDI)


OpenAPI is based on SDI and is used for a periodic data transfer from any system to the order data store in SAP Integrated Business Planning. For more
information, search for Integrating with External Systems on the Help Portal page for the current release of SAP Integrated Business Planning.

1.4.3.1 Data Integration Scenarios


SAP Integrated Business Planning can be integrated with a variety of other systems to enable the exchange of different data types, for example, master data,
order data, and POS data. The following integration scenarios are supported:

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Overview of Integration Scenarios

Depending on the integration scenario and the type of data, different integration tools are used.
Product

Integration Technology

Import to IBP

Export from IBP

Integration Type

Further Information

SAP APO

HCI

Periodic

See the Data Export


Guide and the SAP HANA
Cloud Integration Guide
on the Help Portal page for
the current release of SAP
Integrated Business
Planning

Any system

OpenAPI

Periodic

Search for OpenAPI on the


Help Portal page for the
current release of SAP
Integrated Business
Planning

SAP ERP (on premise


edition)

HCI

Periodic

See the Data Export


Guide and the SAP HANA
Cloud Integration Guide
on the Help Portal page for
the current release of SAP
Integrated Business
Planning

SAP DSiM

HCI

Periodic

Search for Integration with


SAP Integrated Business
Planning on
help.sap.com/dsim

The following table compares the different use cases for data integration in IBP:
Periodic Data Transfer for Tactical Planning
Processes

Periodic Data Transfer for Operational Planning


Processes (OpenAPI)

Use Case

All IBP applications except IBP for response and IBP


for supply

IBP for response and IBP for supply

Frequency

Periodic

Periodic

Affected Objects

Mainly master data, time series, key figures

Master data, inventory, single orders

Integration Target

Configurable IBP data model (high flexibility)

Static IBP data model (limited flexibility)

Systems

Any system

Any system

Technology

HANA Cloud Integration (HCI-DS)

OpenAPI (based on SDI)

Data Flow

Bi-directional

Bi-directional

Implementation

Customer project, pre-packaged content available as


template

Customer project

1.4.3.2 Data Upload from the Web UI


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Before you begin loading your data from the Web UI of SAP Integrated Business Planning (IBP), using CSV files, contact your administrator to obtain the
required authorizations for importing data into the IBP database.
When you set up your IBP system, first create and activate time profiles, master data types, planning areas, then load your time data.
Once you have set up your system, you can import the following types of data in this exact sequence, using the Data Integration app:
Time periods
Master data related to master data objects
Key figures
Snapshots

Caution
If you load your data in a different sequence, the data integration process will fail.

Note
You cannot upload time-independent key figure data using the key figure data type. Instead, use the data type for master data for the upload. After upload,
mark the given master data attribute as key figure. You do this under Planning Area and Details in the Configuration app. Select the attribute, and select
the Key Figure checkbox.

The Data Integration Process


To start the data load process, first prepare a CSV file by using the SAP-provided template. You can load data from any source as long as it is in the CSV
format.

Recommendation
SAP recommends that you check the CSV file, and remove all data of snapshot key figures with change history that has not changed since the last
upload. Unnecessary upload of snapshot key figure data may result in a huge increase in the data volume.
There are two phases of the data integration process:
1. The system reads the contents of the CSV file and loads them into a staging table, which is an intermediate storage space. Rejections can occur at this
point if, for example, the system cannot parse a file.
2. The data is moved from the intermediate staging table to the application tables. Sometimes, records are rejected in this phase. When this occurs, the
rejection appears as a rejection code.
The system retains data load reports for 7 days.

More Information
Getting a Template
Preparing a CSV File for Importing Data
Uploading Data Using a Prepared CSV File

1.4.3.2.1 The Data Integration Process


To start the data load process, first prepare a CSV file by using the SAP-provided template. You can load data from any source as long as it is in the CSV
format.

Recommendation
SAP recommends that you check the CSV file, and remove all data of snapshot key figures with change history that has not changed since the last
upload. Unnecessary upload of snapshot key figure data may result in a huge increase in the data volume.
There are two phases of the data integration process:
1. The system reads the contents of the CSV file and loads them into a staging table, which is an intermediate storage space. Rejections can occur at this
point if, for example, the system cannot parse a file.
2. The data is moved from the intermediate staging table to the application tables. Sometimes, records are rejected in this phase. When this occurs, the
rejection appears as a rejection code.
The system retains data load reports for 7 days.

The Data Integration App


You can use the Data Integration app to upload time periods, master data, key figure values, and snapshots to SAP Integrated Business Planning from CSV
files that have a specified format. From the app, you can download a template for each type of data.
Fill out the template you downloaded with well-formatted data, then create an upload job.
From the app, you can also view the status of your data upload job, and download the upload report (full report or the rejection report) for further analysis.

More Information
Getting a Template

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Preparing a CSV File for Importing Data


Uploading Data Using a Prepared CSV File
Viewing Data Load Status

1.4.3.2.1.1 Getting a Template


Context
Before you load data into your system, use the Get Template option to create the required CSV files.

Note
The key figure template contains the key figure you selected, as well as all of the other key figures that share the same storage planning level.
To download a template to create a CSV file to load your data into the system:

Steps
1. Launch the Data Integration app by clicking the corresponding tile on the launchpad.
2. Click Get Template .
Step Result

The Get Template dialog appears.


3. Select the template data type.
Master Data
Key Figures
Time Period
Snapshots
Step Result

The information on this dialog changes according to the data type you select.
4. Select the required information in the dialog and click Get Template .
Step Result

A file is generated for you to use as a template with the correct, comma separated headers for your data type.
5. Fill in the generated template with the correct values.
6. Give the template a meaningful name for easy identification.
7. Save the file.
Step Result

You have a template you can use to load data into the system.

More Information
Preparing a CSV File for Importing Data
Uploading Data Using a Prepared CSV File

1.4.3.2.1.2 Preparing a CSV File for Importing Data


To import master data, time profiles, key figures, and snapshots into the SAP Integrated Business Planning application, you must first prepare your
<table_name>.csv files. Import is done one file at a time. A file can include only master data, time profiles, key figures, or snapshot data.
Make sure that identical attribute values in master records do not exist more than once in upper/lower case, for example, Chicago, North America and
San Francisco, NORTH AMERICA. Express the year format as YYYY-MM-DD. In searches in the IBP add-in for Microsoft Excel, attribute values are
converted to uppercase and are indistinguishable if the same attribute value exists more than once in lowercase, uppercase, and/or a mix of lower/uppercase.
Make sure that the values for your data do not contain any of the following characters:
Escape characters: cannot be used as the escape character.

Syntax

SM1PRDID,SM1PRDDESCR,SM1PRDSUBFAMILY,SM1PRDFAMILY,SM1PRDSERIES,SM1PRDBU,
SM1PRDVALID,SM1WEIGHT,SM1PRDGROUP,SM1CAPACITYGRP,SM1FINANCEFAMILY,SM1SIZE,
SM1LISTPRICE,SM1PLMSTATUS,SM1RELEASEDATE,SM1EOLDATE,SM1REPLACEDPRD,
SM1BRAND,SM1ISCOMPONENT
x100 Phone,x100 Phone, special,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x Phone,x Phone,20,30,GA,2012-05-0

Single quotes/apostrophe (')


Double quotes (")

Note
When data is loaded into SAP Integrated Business Planning, it allows quotes in the Product Description when the description attribute is assigned to
an attribute in Configuration.

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Greater than symbol (>)


Less than symbol (<)
Carriage return (CR)
Carriage return + line feed (CRLF)
Empty line
Tab
Decimal formats, when you load from SAP Integrated Business Planning Web user interface. Use HCI or Data Services for these kinds of operations.
For example, the European number format 1.890.200,54 EUR is not supported.
Numbers in scientific notation. For example, use 4.34E-04 instead of 0.000434343.
New lines at the end of the file
3.5 inch drive is allowed, but 3.5" drive is not allowed.

Note
You can remove fields that are not required and non-key fields from the data file. If these fields are present, you can leave the value blank.
The following is an example of a .csv (input data file) for master data:

Syntax
SM1PRDID,SM1PRDDESCR,SM1PRDSUBFAMILY,SM1PRDFAMILY,SM1PRDSERIES,SM1PRDBU,
SM1PRDVALID,SM1WEIGHT,SM1PRDGROUP,SM1CAPACITYGRP,SM1FINANCEFAMILY,SM1SIZE,
SM1LISTPRICE,SM1PLMSTATUS,SM1RELEASEDATE,SM1EOLDATE,SM1REPLACEDPRD,
SM1BRAND,SM1ISCOMPONENT
x100 Phone,x100 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x101 Phone,x101 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x102 Phone,x102 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x103 Phone,x103 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x

Phone,x
Phone,x
Phone,x
Phone,x

Phone,20,30,GA,2012-05-01
Phone,20,30,GA,2012-05-01
Phone,40,15,GA,2012-05-01
Phone,10,40,GA,2012-05-01

00:00:00.000,20
00:00:00.000,20
00:00:00.000,20
00:00:00.000,20

Phone,20,30,GA,2012-05-01
Phone,20,30,GA,2012-05-01
Phone,40,15,GA,2012-05-01
Phone,10,40,GA,2012-05-01

00:00:00.000,20
00:00:00.000,20
00:00:00.000,20
00:00:00.000,20

Note
In the input master data .csv file, the date values for attributes must have the date format YYYY-MM-DD hh:mm:ss.000.
The following is an example of a .csv (input data file) for a key figure:

Syntax
SM1PRDID,SM1PRDDESCR,SM1PRDSUBFAMILY,SM1PRDFAMILY,SM1PRDSERIES,SM1PRDBU,
SM1PRDVALID,SM1WEIGHT,SM1PRDGROUP,SM1CAPACITYGRP,SM1FINANCEFAMILY,SM1SIZE,
SM1LISTPRICE,SM1PLMSTATUS,SM1RELEASEDATE,SM1EOLDATE,SM1REPLACEDPRD,
SM1BRAND,SM1ISCOMPONENT
x100 Phone,x100 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x101 Phone,x101 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x102 Phone,x102 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x
x103 Phone,x103 Phone,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2,x Phone,x

Phone,x
Phone,x
Phone,x
Phone,x

Note
In the input key figure .csv file, the values in the Key Figure Date column must have the date format YYYY-MM-DD.

More Information
Getting a Template
Defining Key Figure Date Formats
Defining Attribute Date Formats

Uploading Data Using a Prepared CSV File


Context
Create an import job with details in a CSV file for the data you want to upload into the system.

Note
Upload your data in the following sequence, otherwise data integration will fail:
1.
2.
3.
4.

Time profiles
Master data
Key figures
Snapshots

Make sure that each job completes without errors before you load the next data type. This means that the Data Load Status displayed for the job must be
green before you continue, because:

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Yellow means that the job is still processing


Red means that one or more job records were processed with errors
Black means that the job failed to process
You can load only one key figure at a time into the system.
The default maximum file size for uploads is 100 MB. If you still need to upload greater files, please contact SAP to have this default value modified.
To load data into the system:

Steps
1. Launch the Data Integration app by clicking the corresponding tile on the launchpad.
2. Click New Import Job .
Step Result

The Create New Import Job dialog appears.


3. Click Data Type to select the kind of data you want to load (Master Data Objects, Key Figures, or Time Periods).
Step Result

The Data Name selections in the dialog change, depending on the Data Type you selected.
4. Click Data Name to select the target for the data upload.
5. Click the Browse button next to the File Selection field to choose the file you want to upload.
The file you select must be a CSV file with comma-separated fields. You can choose Get Template to download and use one of the provided CSV
templates to create a file for this purpose.
6. Click Operation Type to select one of the following types of data load operations to perform on this data:
Insert/Update
Delete
Replace
7. Enter a name for this job in the Job Name field.
Give the job a meaningful name for easy identification later.
8. Click Upload Data to load the data into the system.
You can submit only one file at a time. Click the refresh icon at the top of the page to view the latest status for all or a filtered subset of the submitted
data upload jobs.
Step Result

Your data is submitted for upload into the system. A report is generated to let you know the outcome.

More Information
Getting a Template

1.4.3.2.1.4 Viewing Data Load Status


Context
If your data load does not succeed, you can download a report in CSV format to view error messages for any records that failed to load.
Use the following procedure to view the status of your submitted data loads:

Steps
1. Launch the Data Integration app by clicking the corresponding tile on the launchpad.
2. The status table at the top of the screen contains choices for filtering all of the data submitted for loading into the system. You can filter by Operation
Type , the name of the person who submitted the data, or one of the following Data Load Status indicators:
Success (green): The data upload completed without errors.
Processing (yellow): The data upload is still in process.
Processed with Errors (red): The data upload completed but encountered errors. You can download a report that will show details for the items that
caused the errors.
Fatal Errors (lack): There was a fatal error. The data upload was terminated.
3. To download a report showing details about the data uploaded during the job:
1. Select the item in the Data Load List.
Step Result

Details about the data load are displayed. The table below contains information about the CSV file used for the data load, the number of records
successfully loaded, and a link for downloading a report about the data load.
2. Select the icon in the Download column and choose to download a Full Report with information about all the records that were loaded, or a
Rejection Report with information about only the records that were rejected.
3. When prompted, select Save to save a local copy of the report to your system.
Step Result

A CSV file with details about the data upload for the selected report is downloaded to your system. Open the file with Microsoft Excel to view the
detailed information.

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More Information
Uploading Data Using a Prepared CSV File

1.4.3.2.1.5 Troubleshooting Tips


If you experience difficulties with the data load process, check these tips to find solutions.
Troubleshooting Subjec

Description

Comma Separated Fields

The headers and data in a CSV file must contain no spaces, only comma
separations. For example,

Syntax
SM1PRDDESCR,SM1PRDID,SM1PRDSUBFAMILY
x100 Phone,x100 Phone descr,xPhone SF
is different from

Syntax
x100 Phone, x100 Phone descr, xPhone SF
Note the empty space characters in front of x100 Phone descr.
CSV File Format

By default, when you open a CSV file, it launches in Microsoft Excel. Check that
Microsoft Excel does not change the file format. For example, if you have data that
begins with a "0" and you open the CSV file in Microsoft Excel, Microsoft Excel will
remove that initial "0". When you save the file, the "0" will be permanently removed.
SAP recommends that you open CSV files with a program that does not change the
format of the file. Microsoft Excel adds extra rows and "0's" to the file, which will
cause an error when the data load runs. To resolve this, open the file in another
editor and correct the changes that Microsoft Excel made to the file.

Special Characters

The following special characters are not allowed in the data feeds:
Single quotes/apostrophe (')
Double quotes (")
Greater than (>)
Less than (<)
Carriage return (CR)
Carriage return + line feed (CRLF)
Empty line
Tab

Note
When data is loaded into SAP Integrated Business Planning, it allows quotes in
the Product Description when the description attribute is assigned to an
attribute in Configuration.
Escape Character

Currently, the escape character is not supported. " cannot be used as the escape
character.

Syntax
SM1PRDID,SM1PRDDESCR,SM1PRDSUBFAMILY,SM1PRDFAMILY,SM1PRDSERIES,SM1PRDBU,

SM1PRDVALID,SM1WEIGHT,SM1PRDGROUP,SM1CAPACITYGRP,SM1FINANCEFAMILY,SM1SIZE,
SM1LISTPRICE,SM1PLMSTATUS,SM1RELEASEDATE,SM1EOLDATE,SM1REPLACEDPRD,
SM1BRAND,SM1ISCOMPONENT
x100 Phone,x100 Phone, special,x Phone SF,x Phone,x Phone Series,Phone,Y,1.2

Decimal Formats

Decimal formats are not supported at present when you perform data loads from the
web user interface. Use SAP HANA Cloud Integration (HCI) or Data Services for
these kinds of operations. For example, the European number format 1.890.200,54
EUR is not supported.

Year Format

The year format must be expresssed as YYYY-MM-DD.

Scientific Notation

Numbers cannot be expressed in scientific notation. For example, use 4.34E-04


instead of 0.000434343.

New Lines

Check for new lines at the end of the file.

1.4.3.2.1.5.1 Changing the Attribute Date Format in Microsoft


Excel
Context
If you open the CSV file for master data in Microsoft Excel, which is the default application to open it, the attribute date format may not be the correct data
format for uploading data.
To change the date format:

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Steps
1. From the context menu, choose Format Cells .
2. Choose DateCustom .
3. In the Type field, enter YYYY-MM-DD hh:mm:ss.000 , and choose OK .
4. To save the CSV file, choose Save .
5. Choose OK for all confirmation windows that appear.
Step Result

The attribute date format is set to YYYY-MM-DD hh:mm:ss.000.

More Information
Defining Key Figure Date Formats
Preparing a CSV File for Importing Data

1.4.3.2.1.5.2 Changing the Format of the Key Figure Date Field in


Microsoft Excel
Context
If you open the CSV file for key figure values in Microsoft Excel, which is the default application to open it, the date format may not be the correct data format
for uploading data.
To change the date format:

Steps
1. Select the KeyFigureDate column in the CSV file.
2. From the context menu, choose Format Cells .
3. Choose DateCustom .
4. In the Type field, enter YYYY-MM-DD , and choose OK .
5. To save the CSV file, choose Save .
6. Choose OK for all confirmation windows that appear.
Step Result

The key figure date format is set to YYYY-MM-DD.

More Information
Preparing a CSV File for Importing Data
Defining Attribute Date Formats

1.4.3.2.2 Uploading Time Periods


Prerequisites
You have downloaded a template for the time profile for which you want to upload the time periods.
The template contains the following fields:
1. TPLEVEL: The time profile level of the period.
2. PERIODID: An integer that identifies a given period. The integers must form a sequence for each level. Because these sequences are needed for
multiple levels, choose number ranges that do not overlap for each levels sequence, and allow the extension for the future.
3. PERIODSTART: Start of the period. Format: YYYY-MM-DD or YYYY-MM-DD-hh:mm:ss.000.
4. PERIODEND: End of the period. Format: YYYY-MM-DD or YYYY-MM-DD-hh:mm:ss.9999.
5. PERIODDESC: Language-independent description of the period, such as May 2016.
6. The attributes that are assigned to the time profile levels, such as period weighting factors for the week-to-months split modeling concept. The period
weighting factor determines how many days form the given period.
For more information about the week-to-months split modeling concept, see the Aggregation and Disaggregation of Data Across Different Time Levels
chapter in the model configuration guide.
Fill the template with the data of the time periods you want to upload. Make sure that your data matches the formatting requirements.

Uploading the Time Periods


1. In the Data Integration app, choose New Import Job .
2. In the Create New Import Job window, choose Time Periods for Data Type . For Time Profile , select the time profile for which you downloaded the
template, and filled it with the data of the time periods.
Select the CSV file to be uploaded, and choose between the insert/update and delete operations.

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Caution
The insert/update operation overwrites the existing data if a period with the same PERIODID is uploaded.
If it is not the first upload of time periods to a given time profile, make sure that the CSV file does not contain already existing time periods.
If you assigned a new attribute to the time profile levels, and want to add values of this attribute to the time periods, make sure that the data of the
already existing time periods in the file is identical with the data in the system, except for the field of the newly added attribute.
Overwriting the data of an existing time period may result in corrupted key figure values.
3. Select the separator character used in the CSV file to be uploaded.
You can also enter a custom name for the job.
4. Choose OK to upload the file, and create, update, or delete the time periods.
You can view the report to check the result of the import job.

Note
Customers who migrate from SAP Integrated Business Planning 4.0 can continue using the previous template for time periods, which contains the
PARENTID field instead of TPLEVEL. However, it is not possible anymore to download the previous template from the system.
In case you would like to aggregate and disaggregate data across different time levels, specifically between weeks and months (applying the week-tomonths split modeling concept), you must use the new template that you can download from the system.

Note
If all levels of the time profile have period types assigned, and you haven't assigned any attributes to the time profile levels, you can also create the time
periods by scheduling an application job. For more information, see the Creating Time Periods for a Time Profile chapter in the model configuration guide.

Checks During Upload


When you upload time periods, the system performs the following checks on the data in the CSV file:
All values specified in the TPLEVEL field exist in the time profile
Parent periods exist according to the definition of the time profile.
For all records, PERIODSTART is an earlier time than PERIODEND.
A PERIODID exists only once in the file.
Time periods of a time profile level do not overlap.
Numbering of time periods is continuous for all time levels. For example, if the PERIODID for April 2016 is 204, then the PERIODID for May 2016 is
205.
All time periods fall between the start date and end date specified for the time profile.
Either the TPLEVEL or the PARENTID field exists in the file.
There are no gaps between the time periods.
The file contains time periods for all time levels of the time profile.

More Information
Getting a Template
Preparing a CSV File for Importing Data
Viewing Data Load Status

1.4.3.2.3 Uploading Master Data


Prerequisites
You have downloaded a template for the master data type for which you want to upload the master data records.
The template contains the fields for the attributes you have specified for the given master data type.
Fill the template with the data of the master data records you want to upload. Make sure that your data matches the formatting requirements.

Uploading the Master Data Records


1. In the Data Integration app, choose New Import Job .
2. In the Create New Import Job window, choose Master Data for Data Type . For Data Name , select the master data type for which you downloaded
the template, and filled it with data.
Select the CSV file to be uploaded, and choose between the insert/update, delete, and replace operations.
Select the separator character used in the CSV file to be uploaded.
You can also enter a custom name for the job.
3. Choose OK to upload the file, and create, update, replace, or delete the master data records.
You can view the report to check the result of the import job.

More Information

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Getting a Template
Preparing a CSV File for Importing Data
Viewing Data Load Status

1.4.3.2.3.1 Inserting and Updating Master Data


This option updates existing master data and inserts new records into the SAP Integrated Business Planning application.
For example, if you have the following data:
Products

Product Families

P1

PF1

P2

PF2

The data load file will insert and update with the following file:
Products

Product Families

P1

PF2

P2

PF2

P3

PF3

After the insert/update operation, the file will contain the following:
Products

Product Families

P1

PF2

P2

PF2

P3

PF3

More Information
Managing Master Data
Replacing Master Data
About Deleting Master Data

1.4.3.2.3.2 Replacing Master Data


The replace option updates master data that overlap with existing data in the system.
The non-overlapping data in the data file is inserted. The non-overlapping existing master data in the database and related transaction or key figure data is
deleted. Non-overlapping data is not changed by this operation. This operation does not affect snapshots.

Example
For example, if the existing data in the system has the following master data:
Product

Product Families

P1

PF1

P2

PF2

Then the data upload deletes P1 and all associated master data records in compound objects and transaction or key figure data, and it updates P2 and inserts
P3.
Product

Product Families

P2

PF2

P3

PF3

More Information
About Deleting Master Data
Inserting and Updating Master Data
Managing Master Data

1.4.3.2.3.3 About Deleting Master Data


Deleting master data for a master data object (for example, a set of products or customers) affects all master data objects and related time series data linked
to the deleted master data objects.
The CSV file designates which master data rows are deleted from the master data object. The delete operation cascades to dependent master data objects

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and/or key figure data for related planning areas. This is explained below, first for the related master data and then for the related key figure data. The related
master data objects are compound master data objects that refer to the deleted master data object. For these compound master data objects, the system
deletes all of the rows that have the originally deleted rows as a part of their key.

Example
Here, there are the master data objects CUSTOMER with the key CUSTID (customer ID), a product with key PRDID (product ID) and CUSTOMERPRODUCT,
which is a compound of the master data objects CUSTOMER and PRODUCT with keys CUSTID from CUSTOMER and PRDID from PRODUCT. Deleting
PRODUCT data with PRDID = P1 deletes all rows of the related compound master data object CUSTOMERPRODUCT with PRDID = P1, and any value for
CUSTD.
For related key figure data that needs to be deleted, you need to determine first the planning areas related to the master data object of the original deletion.
A related planning area is determined by at least one of the following rules:
All planning areas where the master data is listed in the planning area dimension table
All planning areas for which the planning area and master data object are listed in the key figure update table
All planning areas enabled for the S&OP operator where the master data object represents one of the relevant master data objects used by the S&OP
operator
Values are deleted from these planning area key figure if they relate to the deleted master data object data in one the following ways:
The master data type key attributes are the same as or are a subset of the key figure base planning level root attributes.

Example
For a master data object PRODUCT with a key attribute PRDID (product ID) and a key figure KF1 with root attributes of its base planning level being
PRDID and CUSTID (customer ID), values of KF1 are deleted for all values of PRDID that are deleted. This is independent of the CUSTID values of
the KF1 values.
Non-key attributes of the master data object are the same as or are a subset of the key figure base planning level root attributes, and no other master
data object rows remain that have the same non-key attributes.

Example
For a master data object PRODUCT with a non-key attribute PROFAMILY (product family) and a key figure KF2 with root attributes of its base
planning level being PRODFAMILY and CUSTREGION (customer region), values of KF2 are deleted when there are no more products for the
corresponding product family. This is independent of the CUSTREGION values of the KF2 values.

More Information
Managing Master Data
Replacing Master Data

1.4.3.2.4 Uploading Key Figure Values


Prerequisites
You have downloaded a template for the key figure for which you want to upload the key figure values.
The template contains the fields for the root attributes of the key figure, the fields for the attributes that form the base planning level of the key figure, and the
field for the key figure value.
Fill the template with the data of the key figure values you want to upload. Make sure that your data matches the formatting requirements.

Uploading the Key Figure Values


1. In the Data Integration app, choose New Import Job .
2. In the Create New Import Job window, choose Key Figures for Data Type . Specify the planning area, the version. You can also specify the time
profile level (if this field is available).
Select the CSV file to be uploaded, and choose between the insert/update, delete, replace, and purge operations.
Select the separator character used in the CSV file to be uploaded.
You can also enter a custom name for the job.
3. Choose OK to upload the file, and create, update, replace, or delete the key figure values.
You can view the report to check the result of the import job.

Time Disaggregation of Key Figure Values During Upload


By default, you have the option to upload key figure values at an aggregated time level. To do so, specify the time profile level for the import job. If you want
to upload the key figure values at the base planning level of the key figure, leave this field empty.

Note
The model administrator can restrict the upload of key figure data to uploading at the base planning level only, by setting the
KF_UPLOAD_INT_AT_BASE_LEVEL_ONLY global configuration parameter.

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If you specified a time profile level for the upload of data, the system performs time disaggregation. That is, key figure values are automatically
disaggregated to the time profile level of the base planning level.
The basis for disaggregation is the period weighting factor attribute you assigned to the time periods. If key figure values exist for a given period, they are used
as weighting factors, instead of the period weighting factor.

Note
Disaggregation is executed along time profile levels only. The system does not perform disaggregation across objects (such as from product groups to
products) during data upload.

1.4.3.2.4.1 Inserting and Updating Key Figures


This operation updates existing data and inserts new records into the SAP Integrated Business Planning application.

More Information
Deleting Key Figures

1.4.3.2.4.2 Replacing Key Figures


The replace option updates key figures that overlap with existing data in the system.
The non-overlapping data in the data file is inserted. The non-overlapping, existing key figures in the database and related transaction data are deleted. Nonoverlapping data is not changed by this operation. This operation does not affect snapshots.

Example
For example, if you want to delete all values for the key figures Current On-Hand and Consensus Demand Plan and load the new and latest key figure values,
your data load scenario would look like this:
Assume your Current Month Forecast is as follows for the key figure CONSENSUSDEMANDPLANQTY, where 1010 is the current month Time-Period-ID
=>March 2013
Product

Customer

Current Month Time Period

Key Figure Value

P1

C1

1010

100

P1

C1

1011

200

P1

C1

1012

300

After a month is rolled, the new key figure values for the next month are displayed as follows in the CSV file:
Product

Customer

Current Month Time Period

Key Figure Value

P1

C1

1011

300

P1

C1

1012

500

P1

C1

1013

250

When you run Replace option in the manifest file with the CSV file for the key figure CONSENSUSDEMANDPLANQTY, you will get the following result:
Product

Customer

Current Month Time Period

Key Figure Value

P1

C1

1010

null

P1

C1

1011

300

P1

C1

1012

500

P1

C1

1013

250

1.4.3.2.4.3 Purging Key Figures


The purge option is used to remove key figure values which are older than a specified date. The date is specified in the Web client user interface or in the
manifest file.
In the following example, the purge option is used to delete key figure values older than November 2009.
Before the Purge option is executed, the values in the time series table are as follows:
Product

Customer

Time Period ID

Key Figure 1

P1

C1

March 2009

100

P1

C1

April 2009

400

P1

C1

May 2009

100

P1

C1

June 2009

150

400

P1

C1

July 2009

100

100

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Key Figure 2

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P1

C1

August 2009

230

150

P1

C1

September 2009

100

100

P1

C1

October 2009

150

230

P1

C1

November 2009

100

P1

C1

December 2009

230

P1

C1

January 2010

100

100

Key Figure 2

After the Purge operation is run, the key figure values in the time series table are as follows:
Product

Customer

Time Period ID

Key Figure 1

P1

C1

November 2009

100

P1

C1

December 2009

230

P1

C1

January 2010

100

100

The Purge operation has deleted all key figure values prior to the specified Purge date or Period ID.

1.4.3.2.4.4 Deleting Key Figures


You can delete key figures.

Note
You cannot delete time profile data.
When you specify the delete operation in the application, this clears all the key figure values for the records or values specified in the CSV file, and in the key
figure data files. When you load data into the system, you can specify in the application selection the stored key figures that you want to delete. You can load
the latest key figures by importing a new CSV file.

More Information
About Deleting Master Data
Inserting and Updating Key Figures

1.4.4 Application Jobs


Purpose
You can use this app manage to jobs for various applications. We deliver a selection of job templates that you can use to schedule and run jobs for planning
purposes and other job templates that are suited to general housekeeping and administration.
You can perform the following tasks:
Create and schedule new jobs
Share jobs with other users
Monitor jobs
Cancel jobs
You can keep an eye on jobs that are in various statuses and filter out the jobs that you don't need to worry about. You might want to select all the jobs that
have the status Failed , for example, to investigate why they failed and take appropriate action. Or you might want to see all the jobs that finished between
yesterday and today.
Of course, you can also schedule new job runs in the app by clicking New . This will take you into the next screen where you enter all the information such as
the job template that you want to use and the scheduling information including when you want the job to run and how frequently. We deliver a range of job
templates on which you can base your own jobs.

Note
Application job scheduling is provided by SAP NetWeaver job scheduling framework.

Example: Schedule and Monitor the ABC Operator


As an administrator you want to schedule a new job to execute the ABC operator for your supply chain analyst. You use the Application Jobs app to create
and schedule the ABC operator and then monitor its progress in the application log.

More Information
Scheduling Planning Operators
Scheduling Jobs

1.4.4.1 Scheduling Jobs

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1.4.4.1 Scheduling Jobs


There are jobs you'll need to run in SAP Integrated Business Planning whether for general housekeeping to delete log data or to ensure accurate and timely
transfer of data between systems. As long as you have the required authorizations assigned to your user, you'll be able to schedule jobs to run using the
Application Jobs app or the Application Jobs: Response Management app.
Job Templates by Role in the Business Process
Role

Job Template

Administrator

Description

Creation of Time Periods for Time Profile

You can schedule this job as the basis to generate the


time periods for a selected time profile.
For more information, see the Creating Time Periods
for a Time Profile section of the Model Configuration
Guide on SAP Help Portal at http://help.sap.com/ibp61.

Administrator and General Response Planner

Creation of the Break Calendar

You can schedule this job to generate calendars for


planning purposes.
For more information, see Generating Calendars for
Non-Working Times.

Data Monitor

You can schedule this job to monitor data transferred


from SAP ERP after integration so that you can sort out
any issues that occur.
For more information, see Monitoring Data Integrated
from SAP ERP.

Consistency Check for Characteristic Value


Comparison

You can schedule this job to check the consistency of


characteristic values for products.

Gating Factor Analysis

You can schedule this job to analyze which sales


orders could not be fulfilled and why, based on material
availability, cost, or product allocation, for example.

Planning Run

You can schedule this job to respond to customer


demand and ensure that their orders are fulfilled on
time.
For more information, see Application Jobs.

Data Integration Replicate Tables from ERP System

You can schedule this job to start the data transfer from
SAP ERP. It configures table replication in the source
SAP ERP system and triggers the replication of those
tables to SAP Integrated Business Planning.
For more information, see Administering the Data
Transfer in the Administration Guide on SAP Help
Portal at http://help.sap.com/ibp61.

1.4.4.2 Scheduling Planning Operators


There are job templates delivered in the Application Jobs app that are specifically for executing planning operators, such as the Copy operator or Statistical
Forecasting operator. Depending on your assigned authorizations, you'll be able to access the job templates that you need to do your planning.

Note
You have the option of scheduling the job in either the IBP add-in for Microsoft Excel or in the Application Jobs app.
Regardless of where you schedule the job, you can monitor the job from Excel and in the Application Jobs app.
Job Templates for Planning Operator Types
Job Template Name

Description

ABC Operator

You can schedule this job to execute the ABC operator. This operator allows you
to categorize the values of a set of attributes into A, B or C categories based on the
values of a key figure defined on those attributes.
For more information, see the ABC Classification (ABC) Operator in the Planning
Operators section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.

Copy Operator

You can schedule this job to execute the Copy (COPY) operator. This operator
allows you to copy calculated values of one key figure to another key figure in the
same version (base or other) of a planning area.
For more information, see Copy (COPY) Operator in the Planning Operators section
of the Model Configuration Guide on SAP Help Portal at http://help.sap.com/ibp61.

Copy Version Operator

You can schedule this job to execute the Copy Version operator. This operator
allows you to copy master data and key figures from one version of a planning area
to another.
For more information, see the Versions section of the Model Configuration Guide on
SAP Help Portal at http://help.sap.com/ibp61.

Delete Version Operator

You can schedule this job to execute the Delete Version operator. This operator
allows you to delete master data and key figure values from a planning version.
For more information, see the Versions section of the Model Configuration Guide on
SAP Help Portal at http://help.sap.com/ibp61.

Disaggregation Operator

You can schedule this job to execute the Disaggregation (DISAGG) operator. This

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operator allows you to copy and disaggregate calculated values of one key figure to
another key figure in the same version (base or other) of a planning area.
For more information, see Disaggregation (DISAGG) Operator in the Planning
Operators section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.
Statistical Forecasting Operator

You can schedule this job to execute the Statistical Forecasting operator. This
operator allows you to run forecasting based on forecasting models.
For more information, see Running Statistical Forecasting and Statistical
Forecasting (IBPFORECAST) Operator in the Planning Operators section of the
Model Configuration Guide on SAP Help Portal at http://help.sap.com/ibp61.

Group Operator

You can schedule this job to execute the Group (GROUP) operator. This operator
allows you to define a group of planning operators that are executed in a single
batch job in a defined sequence.

Note
The Group operator cannot be transported with the Transport Model Entities
app.
For more information, see Group (GROUP) Operator in the Planning Operators
section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.
Inventory Optimization Operator

You can schedule this job to execute the Inventory Optimization (IO) operator. This
operator allows you to run inventory optimization for a given supply chain network.
For more information, see Using Inventory Optimization and Inventory Optimization
(IO) Operator in the Planning Operators section of the Model Configuration Guide
on SAP Help Portal at http://help.sap.com/ibp61.

Purge Change History Data Operator

You can schedule this job to execute the Purge Change History (PCH) operator.
This operator deletes all change history data that is older than a specified number
of days.
For more information, see Purge Change History Data (PCH) Operator in the
Planning Operators section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.

Purge Key Figure Data Operator

You can schedule this job to execute the Purge Key Figure Data (PURGE)
operator. This operator allows you to delete all key figure data that is older than a
specified time period.
For more information, see Purge Key Figure Data (PURGE) Operator in the
Planning Operators section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.

S&OP Operator

You can schedule this job to execute the S&OP Planning (SCM) operator. This
operator allows you to perform supply planning across the supply chain network.
For more information, see Supply Planning and S&OP (SCM) Operator in the
Planning Operators section of the Model Configuration Guide on SAP Help Portal at
http://help.sap.com/ibp61.

Snapshot Operator

You can schedule this job to execute the Snapshot operator. This operator allows
you to perform supply planning across the supply chain network.
For more information, see the Snapshots section of the Model Configuration Guide
on SAP Help Portal at http://help.sap.com/ibp61.

Redo Snapshot Operator

You can schedule this job to execute the Redo Snapshot operator. This operator
allows you to perform supply planning across the supply chain network.
For more information, see the Snapshots section of the Model Configuration Guide
on SAP Help Portal at http://help.sap.com/ibp61.

1.4.4.3 Deleting Application Logs


You can set up various jobs that will automatically clean up log data on a regular basis to keep database tables clean. As an administrator, you can monitor
the status of these jobs and handle any issues that may occur.
Setting Up the Application Job
1. From the Fiori Launchpad, under Administrator , select the Application Jobs tile.
The Application Jobs screen appears.
2. Select New to create a new application job.
3. Under Job Details , from Job Template , select Delete Application Logs .
4. Under Scheduling Information , you can decide if you want to execute the job immediately or later. By default, when you schedule the job (by clicking
Schedule ), it will be executed straight away.
If you want logs to be deleted with regularity, you can define the frequency with which you need to delete the logs and when the most suitable dates and
times for this will be. Click Add more scheduling options and a pop-up for Scheduling Information appears.
If you need to adjust the schedule at any time, click Reset Scheduling Options at the bottom of the Scheduling Information pop-up. Or, if you call up
an existing job, you can change the schedule by clicking Edit scheduling options on the UI.
5. Under Deletion Criteria , you need to define how old the logs must be (in number of days) to be automatically deleted.
You can specify the following criteria in addition, although these fields aren't mandatory:
Deletion Criteria

Explanation

Area

Examples of values:
Planning Operator Job Scheduling (for jobs scheduled from the
Application Jobs app)
XLSAD Job Scheduling (for jobs scheduled in Excel)
/IBP/RM (for jobs scheduled for response management)

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Subarea

Examples of values:
CVC_GEN
DATA_MONITOR
PLANNING_RUN
RULE_CONFIGURATION

User

Enter the user name of the person who initially published the log.

External ID

This is an additional optional field that allows you to further refine which logs the
system selects to delete. This could be, for example, the same as a job number
assigned to a particular job instance.

Note that once you enter any data in these fields, the system executes according to all of your entries. You can make one entry only in each field.
6. Click Check to validate the number of days you entered before executing the deletion job.
7. Once you are happy with the scheduling and criteria you entered, click Schedule and the job is saved and ready to run according to your settings.

Note
You can save your job as a template that you and other users can access to run other log deletion jobs in the system.
Just click
Template
Save As
. Enter a name for the new job template.
To make it available to other users as a job template, click the Share checkbox.
You and other users can then see it in the dropdown list under Job Template when you create a new job.
Analyzing the Results
1. To view the results of the job, go to the Application Jobs screen, where all the jobs are listed.
2. Click the Information icon in the Job column of the finished job to see the log messages.
This will take you to the Job Log screen where you can see all the job details and system messages related to the execution of your job. For example,
you can see the following information:
Timestamps for when the log deletion job began
Number of log headers found
Number of logs in total
Detected attachments
Timestamps for when the log deletion job finished
3. Click on any Error icons in the Job column to view the error messages and follow up accordingly.

More Information
Scheduling Jobs

1.5 Working with Web Applications


The SAP Fiori launchpad is the access point for all web-based applications (apps) for SAP Integrated Business Planning. Apps are displayed as tiles, and you
can launch each app by clicking the corresponding tile on the launchpad. Dedicated tiles are available for accessing the application help and for triggering the
download of the IBP Add-In for Microsoft Excel.

Tile Groups
The tiles displayed on your launchpad home page are arranged into groups, with the group title displayed at the top of each group.
The set of tiles initially visible to you on the launchpad depends on the business catalogs assigned to the business roles that your business user is assigned
to. The business catalogs and the corresponding tile groups are delivered as part of SAP Integrated Business Planning.
You can rearrange the tiles within a group by dragging and dropping them, but you cannot add tiles or remove tiles from the groups.

1.5.1 User Preferences


In the User Preferences app you can specify the default planning area to be used in the IBP Excel add-in. When you create a connection to the server for the
IBP Excel add-in after the installation, you can either choose to use this default, or you can select another planning area.
To check your basic settings when working in one of the other apps, choose your user name in the top right corner and select User Preferences . You can
view the following data:
Server address
Current language
You can also specify the launchpad theme here and you can set the system to record some of your searches for more personalized results. You cannot
change the other settings. For more information about language settings, see Language Settings.

1.5.2 Language Settings


By default, the system language for on-screen texts is determined by the preferred languages defined in the client you use to log on, for example, the web
browser. The system uses the language defined for your business user when a background process generates an output, for example, when the system
generates an e-mail to be sent to the user's e-mail address.

Note
Contact your system administrator to request a change in the language settings for your business user.
In addition, the system language depends on the method used to log on as follows:
Logging on with a user certificate or single sign-on

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When a user certificate or single sign-on is used for authentication, the system does not offer language selection to the user and the first supported
language specified in the client is used as system language. If none of your preferred languages are supported, the language specified for your business
user is selected as system language.
Logging on with a user ID and password
You can choose your preferred language on the logon screen. The default language depends on the preferred language defined in the client. If the
system supports none of the preferred languages defined in the client, it uses English as default.

1.5.3 Analyzing and Visualizing Your Data


SAP Integrated Business Planning enables you to analyze and visualize your data in the form of charts and to collect the charts that you are most interested
in on a dashboard so that they are always at hand.
You can use the Analytics app to analyze your data, and to create and customize charts.
In the Dashboard app you can organize and present charts and other information of your choice on a single user interface to ensure convenient access.

1.5.3.1 Analytics
The Analytics app gives you a detailed view of all reports and KPIs, and provides a chart creation tool. It enables you to customize how you display your
data (visualizations), whether in a chart, bar graph, or data set. You can create visualizations from various sources, including importing them from sales and
operations planning, from your company network, or from your items.
To display the Analytics app, click the corresponding tile on the launchpad.
The Analytics app allows you to do the following:
Query your data (filter)
Group your data to visualize it in a meaningful way
Save visualizations as charts to a library that you can easily add to your custom dashboards
Share your charts with other users or export them to a file

Note
By default, all charts and dashboards are public. You can make charts and dashboards private by changing the parameters on the Global Configuration
screen of the Configuration app. To make a chart or dashboard private, change the CHARTS PUBLIC parameter or the DASHBOARDS_PUBLIC parameter
to false. For more information about global configuration parameters, see the Model Configuration Guide on the Help Portal page for the current release of
SAP Integrated Business Planning.
User-defined scenarios are not available in Analytics .

1.5.3.1.1 Chart Types


Chart Type Table
Different sets of data are suited to a specific chart type. The following table describes all of the types of charts available for selection in the Analytics app:
Analysis Type

Chart Type

Purpose

Comparison

Bar

A chart that illustrates comparisons along individual


items. Categories are organized along the vertical axis,
and values along the horizontal axis. Use this chart
when you have one or more data series to plot; data
contains positive, negative, and zero values; you want
to compare data for multiple categories. The displayed
values are durations.

Comparison

Column

Column charts compare values across categories. In a


column chart, the categories are typically organized
along the vertical axis, and the values along the
horizontal axis.

Comparison

Dual X-axis Bar

Allows you to compare data sets that have different


units of measure. This chart type is used for comparing
trends or relationships between two variables (for
example, key figures), which may have different
magnitudes and scales of measurement.

Comparison

Dual Y-axis Column

Allows you to compare related sets of values when they

Comparison

Choropleth

A map that uses differences in shading, coloring, or the


placing of symbols within predefined areas to indicate
the average values of a quantity in those areas.

Comparison

Heat Map

A graphical representation of data where the individual


values contained in a matrix are represented as colors.
Fractal maps and tree maps both often use a similar
system of color-coding to represent the values taken by
a variable in a hierarchy.

Comparison

Geo Bubble

A map of a country, a continent, or a region with areas

Trend

Line

are associated with different units of measure.

identified by circles or bubbles.

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A line chart displays data as a series of points

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connected by a line. This type of chart is best suited for


showing data for a large number of groups (for
example, total sales over the past several years).
Trend

Dual Y-axis Line

Used for comparing trends or relationships between


two variables (for example, key figures), which may
have different magnitudes and scales of measurement.
This chart type is useful when you have limited real
estate and you want to quickly establish the
relationship between two variables.

Trend

Dual Y-axis Combination

The combination chart is a visualization that combines


the features of the bar chart and the line chart. The
combination chart displays the data using a number of
bars and/or lines, each of which represent a particular
category. A combination of bars and lines in the same
visualization can be useful when comparing values in
different categories, since the combination gives a
clear view of which category is higher or lower. An
example of this can be seen when using the
combination chart to compare the projected sales with
the actual sales for different time periods.

Trend

Combination

This chart combines the features of the bar chart and


the line chart. The combination chart displays the data
using a number of bars and/or lines, each of which
represent a particular category. A combination of bars
and lines in the same visualization can be useful when
comparing values in different categories, since the
combination gives a clear view of which category is
higher or lower.

Trend

Bar/Column

A bar chart, also known as a column chart, displays or


compares several sets of data. This type of chart is best
suited for displaying data for several sets over a period
of time.

Distribution

Stacked Bar/Column

A stacked bar chart displays data as a series of vertical


bars. This type of chart is best suited for representing
three series of data, each series represented by a color
stacked in a single bar, for example, cost for a series of
years.

Distribution

Pie

A pie chart displays data as a pie, split and filled with


color or patterns. Pie charts are typically used for one
group of data (for example, the percentage of
consumption for an asset) however, you have the
option to choose multiple pie charts for multiple groups
of data.

Distribution

Donut

A donut chart is similar to a pie chart, displaying data


as sections of a circle or donut. If, for example, you
charted consumption by region on a particular report,
you would see the total consumption (the figure) in the
center of the donut and the regions as colored sections
of the donut. As with the pie chart, you have the option
to choose multiple donut charts for multiple groups of
data.

Distribution

Dual Stacked Column

Allows you to place multiple series on a chart and


separate them vertically so you can visualize all of the
data at once.

Network

Basic

Displays, by echelon, the location of item and amount


in the supply chain, including direction of movement
and the type of location (supplier, plant, customer).

Network

Highlighted

Displays, by echelon, the location of item and amount


in the supply chain, including direction of movement
and the type of location (supplier, plant, customer). The
more of an amount at a location, the darker the color of
that location.

Network

SubNet

Displays a subnetwork of a larger supply chain, based


on Product ID (PRDID).

1.5.3.1.2 Creating a Chart


Steps
1.
2.
3.
4.

Launch the Analytics app by clicking the corresponding tile on the launchpad.
Click New Chart .
Select the Planning Area for the new chart from the Planning Area dropdown.
Select the key figures you want to track in the chart by clicking the + icon in the Key Figures area. You can select up to eight key figures per chart. To

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5.
6.
7.
8.

remove a key figure, click the icon next to each key figure. You can reorder the key figures by selecting and dragging the key figures to the desired
position. You can also re-sort key figures by clicking the Sorting icon next to the Key Figures selection.
Add dimensions to the chart by adding them to the Group By area. You can add multiple attributes.
To filter the selected data, use the Versions , Time Period , and Attributes dropdowns. Versions are user-defined scenarios.
Click Save to save your chart. To start over, click Clear All .
To view the chart, you can click the gears icon to configure data with units of measure (UOM). Click the table icon to view the data in a table format.
You can also click the chart icon to select the chart type for your selected data.

Adding a Chart to a Dashboard from the Analytics App


Context
You can add charts to your dashboards from the Analytics app. You can add your own charts, or charts created by other users. It is not possible to add
charts to other users' dashboards.

Note
You can also add charts to your dashboards from the Dashboard app. For more information, see Adding a Chart to a Dashboard from the Dashboard App.

Steps
1.
2.
3.
4.
5.
6.
7.
8.
9.

Launch the Analytics app by clicking the corresponding tile on the launchpad.
Click the name of the chart that you want to add to the dashboard.
Click Explore .
Select the planning area, key figures, and group by information you want to associate with the chart.
Click Save and select Save As from the drop-down list.
In the Save As dialog, enter a name and a description for the chart.
Select whether you want to apply time rolling to the chart.
Select the dashboard to which you want to add the chart.
Click Save . The chart is now displayed on your dashboard.

1.5.3.1.4 Filtering and Sorting Data in a Chart


Context
Steps
1. Launch the Analytics app by clicking the corresponding tile on the launchpad.
2. Select the planning area from the Planning Area dropdown.
3. Sort and filter your chart data by clicking the column headings Type , Name , Description , Created On , and Created By .

1.5.3.1.5 Sharing a Chart


Context
You can share a chart with other users.

Steps
1.
2.
3.
4.

Launch the Analytics app by clicking the corresponding tile on the launchpad.
Click the name of the chart you want to share.
Click the Action icon.
From the Share options, select whether you want to share by users or user groups. A dialog appears displaying users and user groups you can select
to share the chart with.

1.5.3.1.6 Exporting a Chart to a File


Context
You can export a chart to a PDF, JPG, or PNG file format. This procedure downloads the file to your web browser.

Note
We recommend that you use a web browser such as Chrome to access the fully supported chart export to file features.
However, if you have Internet Explorer, right-click on the image and choose Save Picture as an SVG File .

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However, if you have Internet Explorer, right-click on the image and choose Save Picture as an SVG File .

Steps
1.
2.
3.
4.

Launch the Analytics app by clicking the corresponding tile on the launchpad.
Click the name of the chart you want to save to a file.
Click the Action (the arrow icon next to the Explore button).
Select whether you want to download the chart as a PDF, JPG, or PNG file.

Result
The file is saved to your browser.

1.5.3.1.7 Network Visualization


The network visualization charts display elements of a supply chain based on the planning area, key figures, and group-by dimensions and is based on the
SAP3 model. You use network visualization to visualize a supply chain network.

Note
Network visualization does not visualize relationships or key figures related to Resources or Product Substitution. You cannot group by Time Periods.
Network visualization can be used to:
Validate data and topology Using master data inputs such as product, location, sourcing, and BOMs, you can use network visualization charts to
validate that the modeled supply chain network and the relationships between nodes accurately describes the actual supply chain. By filtering the data
on products, locations and other attributes of interest, you can validate subsets of the supply chain network as well.
Provide end-to-end supply chain visualization A graphical representation of the end-to-end supply chain shows an easy-to-navigate supply chain that
represents the complexity and flow of materials by displaying the relationships between stocking, manufacturing, suppliers, and customers. You can use
filters to simplify the visualization of the network to look at subnetworks such as demand, sourcing/distribution, or production, either independently or
together.
Visualize the distribution of different key figures across the supply chain You can use aheat map view of the visualization to understand how a key
figure, such as safety stock inventory, is distributed across each node of the supply chain network.
There are three network visualization chart types:
Basic Displays the location and amount of an item (the selected product ID) in the supply chain, including direction of inventory movement and the
type of location (supplier, plant, customer). Selected key figures are represented in the tooltips for nodes and arcs.
Highlighted Displays the Basic chart with a heatmap effect generated for the first selected key figure. The greater the amount at a location, the darker
the color of that location.
Product Network Expands the supply chain network from the Basic chart to include supply chain networks with transitive relationships related to the
product ID, including arcs and nodes for other products that share components with the product ID, or its children, or that are components along with the
product ID for its parent product.
Using network visualization charts and grouping by certain key figures, you can display the following types of supply chain networks:
Group By Combination

Type of Supply Chain Network Displayed

Product , Location , Customer Group , Ship-From Location , Source ,


Component

Total end-to-end Network

Product , Location , Ship-From Location , Source , Customer Group

Distribution network

Product , Location , Source , Component

Component Network

Basic Network Visualization Chart

About the Network Visualization Chart


Each element of the chart represents a part of the supply chain, either a supplier, manufacturer, warehouse or customer, as well as the paths (or arcs) along
which items (materials or finished goods) traverse. Hovering over the graphical element displays the name of the element and the values for the key figures
you have selected. Double-clicking on the element zooms the chart into that element. Elements can be dragged into different locations for easier viewing. To
display path information, hover over the directional arrow.
The basic network visualization chart denotes the different echelons of the supply chain by using different colors for icons in each echelon to make viewing
these different levels easier. The highlighted network visualization provides a heat map for elements by coloring the icons and paths from yellow to red, based
on the value of the selected key figures.

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Note
The elements do not support drill-down functionality. Tooltips, rather than displaying grouping attributes like other analytics charts, display information
specific to the type of node selected.
The following table describes the elements of the network visualization chart:
Element

Description
The supplier/vendor icon denotes the origin of raw material (as opposed to
products) into the supply chain.

Supplier/Vendor

The processing/manufacturing icon denotes a location where raw materials are


transformed to finished goods. May be an originating or intermediary node.

Processing/Manufacturing

The warehouse icon denotes a location in the supply chain where items (finished
goods or raw material) are stored. May be an originating or intermediary node.

Warehouse

The customer icon denotes the end-point for the supply chain, where products are
available to the customer.

Customer

The non-stocking icon denotes a location in the supply chain that does not hold any
inventory. For example, a production plant or a cross-dock.

Non-Stocking

The path icon denotes the direction and path items flow along in the supply chain.

Path

Note
When exported to PDF or JPG, custom icons are not used. The network is depicted using squares for the nodes. The exported graphic contains no legend.

1.5.3.1.7.1 Creating a Network Visualization Chart


Prerequisites
For the Network Visualization chart to display properly, all source IDs in the data must be unique. Source ID cannot match product ID.

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Steps
1.
2.
3.
4.

Click the Analytics icon in the navigation icon bar.


Click New Chart .
Select the Planning Area for the new chart from the Planning Area dropdown.
Select the key figures you want to track in the chart by clicking the + icon in the Key Figures area. You can select up to eight key figures per chart. To
remove a key figure, click the icon next to each key figure. You can reorder the key figures by selecting and dragging the key figures to the desired
position. You can also re-sort key figures by clicking the Sorting icon next to the Key Figures selection.
5. Add one of the following combination of attributes to the Group By area:
Group By Combination

Resulting Information Displayed by Chart

Product , Location , Customer Group , Ship-From Location , Source ,


Component

Entire network is shown.

Product , Location , Ship-From Location , Source , Customer Group

Distribution network (nodes, customers and distribution sources) is shown.

Product , Location , Source , Component

Component network (Nodes, production and supplier sources, and components)


is shown.

6. To filter the selected data, use the Attributes dropdown.

Note
For attribute filtering, you must select at least one product ID and a warning message displays if you do not. If you have specified a product ID filter,
you can also filter by other attributes. Only product, location, and customer filter matches are highlighted in the graph.
7. Click Save to save your chart. To start over, click Clear All .
8. To view the network, click the chart icon and select either Network Visualization basic, highlighted, or product network.

Note
Network elements that match the selected filters are highlighted in the network visualization chart.

1.5.3.1.7.2 Master Data Required for Network Visualization


SAP3 Planning Area
Network Visualization is a analytical chart constructed for the SAP3 planning area. For the Network Visualization graph to function fully, the following settings
must exist in a planning area:
Master Data Type

Attributes

CUSTOMER

CUSTID (Key), CUSTGROUP

LOCATION

LOCID (Key), LOCREGION, LOCTYPE

LOCATIONPRODUCT

LOCID (Key), PRDID (Key), STOCKINGNODETYPE, SERVICELEVELTYPE

LOCATIONFR

LOCFR (Key), LOCFRREGION, LOCFRTYPE

PRODUCT

PRDID (Key), PRDSERIES, PRDFAMILY, PRDSUBFAMILY

PRODUCTIONSOURCEITM

PRDID (Key), SOURCEID (Key), SOURCEITMID, COMPONENTCOEFFICIENT,


COMPONENTCOEFFICIENTTS

SOURCECUSTGROUP

CUSTGROUP (Key), LOCID (Key), PRDID (Key), TARGETSERVICELEVEL

SOURCELOCATION

LOCFR (Key), LOCID (Key), PRDID (Key), TRATIO, RATIOTS, TDELIVERYTYPE

SOURCEPRODUCTION

LOCID (Key), PRDID (Key), SOURCEID (Key), SOURCETYPE, OUTPUTCOEFFICIENTTS,


PDELIVERYTYPE, PRATIO, PRATIOTS

COMPONENT

PRDFR (Key)

SAP4 Planning Area


While Network Visualization was constructed for the SAP3 planing area, it can be used with the SAP4 planning area, provided these additional master data
types and attributes are included:
Master Data Type

Attributes

CUSTOMER

CUSTGROUP

LOCATIONPRODUCT

STOCKINGNODETYPE, SERVICELEVELTYPE

SOURCECUSTGROUP

CUSTGROUP (Key), LOCID (Key), PRDID (Key)

SOURCELOCATION

TDELIVERYTYPE

SOURCEPRODUCTION

PDELIVERYTYPE

In addition, the following planning levels must be present:

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Planning Level

Master Data Type: Attribute

WKPRODLOCCUSTGROUP

Time Profile: WEEK (Root)


CUSTOMER: CUSTGROUP (Root), CUSTID
PRODUCT: PRDID (Root), PRDFAMILY, PRDSERIES, PRDSUBFAMILY
LOCATION: LOCID (Root), LOCREGION, LOCTYPE
LOCATIONPRODUCT: STOCKINGNODETYPE, SERVICELEVELTYPE

WKPRODLOCSRC

SOURCEPRODUCTION: PDELIVERYTYPE
LOCATIONPRODUCT: STOCKINGNODETYPE, SERVICELEVELTYPE

WKPRODLOCCOMPSRC

SOURCEPRODUCTION: PDELIVERYTYPE
LOCATIONPRODUCT: STOCKINGNODETYPE, SERVICELEVELTYPE

SAP5 Planning Area


While Network Visualization was constructed for the SAP3 planing area, it can be used with the SAP5 planning area, provided these additional master data
types and attributes are included:
Master Data Type

Attributes

CUSTOMER

CUSTGROUP

LOCATIONPRODUCT

STOCKINGNODETYPE, SERVICELEVELTYPE

PRODUCTIONSOURCEITM

SOURCEITMID, COMPONENTCOEFFICIENT, COMPONENTCOEFFICIENTTS

SOURCECUSTGROUP

CUSTGROUP (Key), LOCID (Key), PRDID (Key)

SOURCELOCATION

TRATIO, RATIOTS, TDELIVERYTYPE

SOURCEPRODUCTION

OUTPUTCOEFFICIENTTS, PDELIVERYTYPE, PRATIO, PRATIOTS

In addition, the following planning levels must be present:


Planning Level

Master Data Type: Attribute

WKPRODLOCCUSTGROUP

Time Profile: WEEK (Root)


CUSTOMER: CUSTGROUP (Root), CUSTID
PRODUCT: PRDID (Root), PRDFAMILY, PRDSERIES, PRDSUBFAMILY
LOCATION: LOCID (Root), LOCREGION, LOCTYPE
LOCATIONPRODUCT: STOCKINGNODETYPE, SERVICELEVELTYPE

WKPRODLOCSRC

Time Profile: WEEK (Root)


PRODUCT: PRDID (Root), PRDFAMILY, PRDSERIES, PRDSUBFAMILY
LOCATION: LOCID (Root), LOCREGION, LOCTYPE
SOURCEPRODUCTION: SOURCEID (Root), SOURCETYPE, OUTPUTCOEFFICIENTTS,
PDELIVERYTYPE, PRATIOTS
LOCATIONPRODUCT: STOCKINGNODETYPE, SERVICELEVELTYPE

WKPRODLOCCOMPSRC

Time Profile: WEEK (Root)


COMPONENT: PRDFR (Root)
LOCATION: LOCID (Root), LOCREGION, LOCTYPE
PRODUCT: PRDID (Root), PRDFAMILY, PRDSERIES, PRDSUBFAMILY
SOURCEPRODUCTION: SOURCEID (Root), SOURCETYPE, OUTPUTCOEFFICIENTTS,
PDELIVERYTYPE, PRATIOTS
PRODUCTIONSOURCEITM: SOURCEITEMID (Root), COMPONENTCOEFFICIENTTS

1.5.6.2 Dashboard
You can use the Dashboard app to create and customize your own dashboards. Dashboards provide a way to organize the charts and processes that you are
most interested in, allowing convenient access.
You can view the following on your dashboards:
Charts created in the Analytics app
Process instances created in the Process Modeling app

1.5.6.2.1 Creating a Dashboard


You can create a dashboard as follows:
1. Launch the Dashboard app by clicking the corresponding tile on the launchpad
2. Click the downwards arrow icon and select Create New Dashboard from the drop-down list.
3. Select a chart or a tile type for displaying process instances from the list. You can add any of these to your dashboard by clicking Add .

Note
You can also add charts to your dashboards from the Analytics app. For more information, see Adding a Chart to a Dashboard from the Analytics
App.
4. Click Save .
5. In the Save Dashboard dialog, enter a name for the dashboard and click Save .

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1.5.6.2.2 Sharing a Dashboard


Context
You can share your own dashboards with other users or user groups. You cannot share dashboards that are owned by other users.

Steps
1.
2.
3.
4.
5.

Launch the Dashboard app by clicking the corresponding tile on the launchpad.
Click the downwards arrow icon and select one of your dashboards from the drop-down list.
Click the Dashboard action icon.
Select whether you want to share by user or by user group.
Select the users or user groups you want to share the dashboard with and click Save .

1.5.6.2.3 Adding a Chart to a Dashboard from the Dashboard App


Note
The following section is only relevant to Analyzing and Visualizing Your Data but not to Process Management and Case Management.
You can add charts created in the Analytics app to your existing dashboards in the Dashboard app. You can add your own charts or charts created by other
users; however, you cannot add charts to other users' dashboards.
You can add a chart to a dashboard as follows:
1.
2.
3.
4.
5.
6.

Launch the Dashboard app by clicking the corresponding tile on the launchpad.
Click the downwards arrow icon and select one of your dashboards from the drop-down list.
Click the Dashboard actions icon and select Edit from the drop-down list. The Explorer screen appears.
Select a chart from the list and click Add to add it to the dashboard.
Once you have added all of the desired charts to your dashboard, click Save
In the Save Dashboard dialog, click Save . The application returns you to the initial screen, where the charts you have added are now displayed.

Note
You can also add charts to your dashboards from the Analytics app. For more information, see Adding a Chart to a Dashboard from the Analytics App.

1.5.4 Statistical Forecasting


The following apps support statistical forecasting:
Manage Forecast Models
Use this app to specify how the system should calculate demand forecasts.
Assign Forecast Models
Use this app to specify which forecast models the system should use when calculating forecast for various planning objects.
Manage Demand Sensing Issues
Use this app to monitor and resolve deviations between the mid- or long-term forecast and the short-term forecast.

1.5.4.1 Manage Forecast Models


Purpose
The Manage Forecast Models app allows you to create and edit models that form the basis for forecasting in SAP Integrated Business Planning for demand.
Based on the planning areas you define in the Configuration app, you can specify parameters such as the input and the output key figures and the past and
future time horizons of forecasting, and you can choose the required algorithms and error measures for each model. The algorithms are used by the system to
prepare data and calculate forecasts. If you select more than one algorithm for a model, you can specify how the system is to utilize them.

Activities
Start the application by selecting Manage Forecast Models on the Fiori Launchpad. When the app opens, you can see the main screen, which contains a list
of all available forecast models and a section where you can manage the selection variants that you have saved, or create new variants.
To create a forecast model, use the Create button in the bottom-right corner of the screen and select the planning area for which your forecast model is to
apply. Note that you must add at least one forecasting step or preprocessing step to any new model before you can save it.
If you select the checkbox at the beginning of a line and click the Edit , Copy , or Delete button in the bottom-right corner, you can perform the
corresponding actions on the selected model. You can select more than one model for deletion if you wish.
To see the planning objects that a forecast model is assigned to, open the forecast model for editing and click the number in the upper-right corner of the
General tab page. You are then redirected to the Manage Forecast Models app, where the list of assignments is automatically filtered to the selected forecast
model. After checking the assignments, you can navigate back to the Assign Forecast Models app by clicking the name of the forecast model.

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Settings
You can use the Manage Forecast Models app to do the following:
Make general settings
On the General tab page, you can make settings that are valid for the entire model regardless of the algorithms you add to it.
For more information, see Time Settings.
Add preprocessing algorithms
On the Preprocessing Steps tab page, you can select algorithms that are used to solve possible issues in the time series data before the forecast is
calculated. The following types of issues may occur:
Some key figure values may be missing from the input data
The input data may contain unusual values (outliers)
For more information, see Preprocessing Steps.
Add forecasting algorithms
On the Forecasting Steps tab page, you can make settings that define how the system is to calculate the forecasts for the selected key figures.
Forecasts are calculated both for the past and for the future with the help of the algorithms you select on this tab page.
For more information, see Forecasting Steps.
Add error measures
On the Postprocessing Steps tab page, you can make settings for the steps that are performed by the system after forecasting. For example, you can
select methods for calculating error measures.
For more information, see Postprocessing Steps.

1.5.4.2 Assign Forecast Models


The Assign Forecast Models app allows you to specify which forecast model is to be used for calculating the mid- or long-term forecast for the planning
objects (combinations of master data characteristics) that exist at a selected planning level within a selected planning area.
The assignment of forecast models is an optional step that you can take before starting a simulation or running statistical forecasting in the background by
defining a job in the IBP add-in for Microsoft Excel. If you have forecast models assigned to the available planning objects, you can select the option
Consider Forecast Model Assignments in the add-in, thus making sure that the forecast calculated for each planning object is based on the forecast model
assigned to that specific planning object. If you have no forecast models assigned, you can only select one forecast model for the entire planning view.
You can assign the same forecast model to as many planning objects as you wish, and the assignment process is facilitated by direct navigation to the
respective models in the Manage Forecast Models app.
Start the app by selecting Assign Forecast Models on the Fiori Launchpad. When you use the app for the first time, you can see a window where you can
select a planning area and a planning level. Use the dropdown menus to choose from the items available with your authorizations.
You can use the app to do the following:

View forecast assignments


The planning area and the planning level define which planning objects appear in the list of assignments, and which forecast models are available for being
assigned. The list of assignments may also contain planning objects that are available but have no forecast models assigned to them. You can see the
number of such planning objects to the right at the top of the table.

Edit and delete assignments


To create a new assignment or change an existing one, select the checkbox next to one or more planning objects in the list and click Edit Assignment .
Choose the required forecast model from the list of all forecast models that are available in the selected planning area.

Note
Forecast models containing demand sensing algorithms are not available for assignment.
If you want to edit only one assignment, you can also call up the editing window by doubleclicking the name of the assigned forecast model or by selecting the
icon at the end of the row.
To delete an assignment, select the checkbox next to one or more planning objects in the list and click Delete Assignment .

Change the planning area or the planning level


To change the planning area or the planning level, select the arrow next to your name at the top and click Settings . Use the dropdown menus to choose from
the planning areas and planning levels that are available with your authorizations.

Learn more about a forecast model


To view information such as the description of a forecast model, the periodicity used in it, and a summary of its content, click the name of the forecast model
you are interested in. The information is displayed in a new window.
If you want to see all the details or edit the forecast model, open the model in the Manage Forecast Models app. You can navigate there directly from the
Assign Forecast Models app by choosing Edit Forecast Model at the bottom of the window that displays the information about the forecast model.

Filter the list of assignments


You can use filters to narrow the list of assignment on display; for example, you can filter for a specific product or location.

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You can use filters to narrow the list of assignment on display; for example, you can filter for a specific product or location.
Filtering for forecast models will give you an inverse view of the assignments - instead of checking what forecast models are assigned to a set of planning
objects, you can check what planning objects a specific forecast model is assigned to.

Use variants
If you want to call up your set of filters later on, create a variant by clicking the arrow at the top of the screen and choosing Save . You can also rename your
variants or set one of them as the default variant that appears on the screen automatically when you open the app.

More Information
Manage Forecast Models

1.5.4.3 Manage Demand Sensing Issues


You can use the Manage Demand Sensing Issues app to monitor deviations between the mid- or long-term forecast and the short-term forecast, and to resolve
these deviations by adapting the short-term forecast to the latest changes in demand. The system identifies issues based on the demand sensing alerts in the
alert subscription set you are using.
Start the app by selecting Manage Demand Sensing Issues on the Fiori Launchpad or by selecting a tile based on one or more alert subscriptions. If the tile
is not linked to a specific alert subscription and you have more than one subscription assigned to your user, a popup showing all of your subscriptions to the
demand sensing alert appears when you launch the app. Choose a subscription to open the app where you can see and manage all alerts of the selected alert
subscription.
You can also launch the app by selecting a custom-made tile that you have created within the app by clicking

Share

Save as Tile

You can perform the following tasks in the app:

Monitor issues
On the left-hand side of the screen, you can see a list of all issues based on the alerts in the current subscription set. The details of each issue are displayed
in a chart or table, and you can find some further details on the Information tab page. The unit of measure used in the chart and the table is always identical
to the base unit of measure selected for the planning area in the Configuration app.

Modify the sensed demand


If you find that the sensed demand calculated by the system is not correct, you can overwrite the values using the Modify Sensed Demand button at the
bottom of the screen.
For example, you may be aware of a special promotion that the system did not consider for the demand sensing process. In this case, you may want to
modify the sensed demand or use the demand planning forecast rather than the sensed demand.
You can modify the sensed demand for all time periods at once or for specific time periods only.
The manual changes you make are stored in a key figure different from the one used to save the sensed demand. Final sensed demand is calculated and is
used for the planning steps afterwards.

Ignore an issue
If you want to accept an issue temporarily, you can use the Ignore Issue button to remove it from the list temporarily. When you click the button, a new
window appears where you can enter the number of days after which you want the issue to appear in the list again. You can also use the slider for this
purpose.
To choose more than one issue for being ignored temporarily, click the Multi-Select button above the list of issues, and select the checkboxes next to the
relevant issues before clicking Ignore Issue... .

Save as tile
To save a tile for the alert subscription you are currently using, click the Share icon in the bottom-right corner of the main screen. If you select Save as Tile
from the list that appears, a tile for the alert subscription currently in use will appear on the Fiori Launchpad every time you open SAP Integrated Business
Planning.

Share via email


To save a tile for the alert subscription you are currently using, click the Share icon in the bottom-right corner of the main screen. If you select Share via
Email from the list that appears, your default mail client opens a new e-mail that includes the link of the screen where the issue is displayed. You only have to
add the addressee to share the link with someone.
If you want the email to open in a different mail client, change your default settings on the control panel of your Windows operating system.

More Information
Define and Subscribe to Custom Alerts

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1.5.6.4 Collaboration
SAP Jam integrates into SAP Integrated Business Planning to provide a collaborative decision-making solution that brings together the people, information,
and proven business approaches to drive fast and meaningful results. SAP Jam enables you to collaborate with other members of your team and to keep track
of your processes and process-related tasks.
You can use the Collaboration tile to access the SAP Jam home page, where you can view the home feed, enter status updates and access various
functions of SAP Jam, which enable a collaborative decision-making environment.
SAP Jam also allows you to create groups, which helps you discuss issues and share information with your colleagues, but which is also a prerequisite to
some of the functions provided with SAP Integrated Business Planning.

Note
You can also access SAP Jam from the IBP add-in for Microsoft Excel using the Collaboration button on the IBP tab in the ribbon, which opens the
SAP Jam home page in a new browser window. For more information about SAP Jam, see the SAP Jam User Guide on SAP Help Portal at
http://help.sap.com/sapjam

1.5.6.4.1 Feed
You can use the feed function of SAP Jam to view the up-to-date status of your processes, steps, and tasks. It allows you to keep track of the progress of
each process, without having to open each one individually to look for updates.
You can access the home feed on the SAP Jam home page, but you can also view and update information associated with a specific group in group feeds.
You can follow a process (activity or group) to receive status updates, which is useful when you participate in multiple activities or groups.

Note
You can also access SAP Jam from the IBP add-in for Microsoft Excel using the Collaboration button on the IBP tab. This opens the SAP Jam home
page in a new browser window.
For more information about using SAP Jam, see the SAP Jam User Guide on SAP Help Portal at http://help.sap.com/sapjam

1.5.6.4.2 Connecting to Jam


The integration of SAP Integrated Business Planning with SAP Jam allows you to do the following:
Share business data and other information with other members of your organization directly from the apps in SAP Integrated Business Planning
View the relevant feeds in SAP Jam
View and create tasks related to specific cases in SAP Integrated Business Planning
Once you have the authorization for using both applications, you are automatically connected to SAP Jam when logging on to SAP Integrated Business
Planning.
As an administrator, you can create SAP Jam users and link them directly from SAP Integrated Business Planning, even performing this task for multiple
users at once.
For more information, see the SAP Jam integration guide on the SAP Help Portal at help.sap.com/ibp61

1.5.6 Collaboration in Sales and Operations


To support structured collaboration between the stakeholders of the sales and operations planning process, SAP Integrated Business Planning provides
process management. You can define, manage and track your planning processes, assign tasks to process steps and track these process-related tasks.
These functions are based on the following apps and on collaboration facilitated by SAP Jam.
The Process Modeling app enables you to create process templates, instances, work flows, and process steps. If collaboration is enabled, when you add
process steps to a process template in the Process Modeling app, you need to assign each step to an SAP Jam group, which allows you to track the
progress of the process in SAP Jam.
You can also view your processes and change the status of process steps in the Dashboard app. If you set a process step to In Progress and you have
collaboration enabled, a process-related task is automatically created in SAP Jam for each participant according to the process role assigned to the step.
You can also create process-related tasks using the Tasks app or you can create them directly in SAP Jam, using the Collaboration tile.

1.5.6.1 Process Modeling


Process modeling is a feature of SAP Integrated Business Planning for sales and operations that allows you to create planning process templates, instances,
work flows, and steps to track your progress in the planning process.

1.5.6.1.1 Process Views


Process views are tied to social collaboration, which allows you to assign, track and review tasks. To help you manage and track your sales and operations
planning process, SAP Integrated Business Planning provides the process views, which allow you to define your processes at any planning stage.
Use the process views to:
Create a process template
Create a process instance
Create process steps
Start a process
Your administrator creates process templates so you can create a planning process. Each process step displays the step name, owner, start and end day,
and activity or group and percent complete. As you complete tasks for a process, the Process Step widgets in the Dashboard app change to reflect the

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percent complete. The process owner can change the status using the drop-down list on the Process Steps widgets.

1.5.6.1.2 Process Roles


Process Role Overview
Process modeling includes four user roles. Only the Process Owner needs to have permissions defined within Identity and Access Management.
Role

Responsibility

Description

Process Owner

Overall process

Sets up and tracks the overall process, and assigns all


other roles to the process steps. Focuses on the current
process and the next cycle.

Process Step Owner

One specific process step

Plans and executes one step in the process. This


includes starting, monitoring, and setting the process
step to complete. Uses SAP Jam to monitor discussions
and tasks.

Process Step Participants

Planning for a process step

For each planning step, one or more groups are


participating. Since the members of these groups
change over time, the participants are assigned by
using specific user groups. The users assigned to the
groups for a process step receive automated tasks
when the process step status is changed to InProgress. The completion of a process step is
calculated from the number of generated automated
tasks as a percentage of completed vs. not completed.
To assign users to a user group, use the User Groups

Process Step Reviewer

Review planning for a process step

app.
This optional role reviews the information provided by
the process step participants. Reviewers are added to
the Jam group that corresponds to the process step, but
no tasks are assigned unless the reviewer is also a
process step participant

Process Owners need special authorization to perform their tasks in Process Modeling . For more information, see Identity and Access Management.

1.5.6.1.3 About Process Templates


Process templates let you create process flows for your organizations sales and operations planning process. You can create process flows and add steps
that correspond to the steps in your business process. You can also add process instances to your templates. You must have the appropriate permissions to
create templates and process instances. For more information, contact your administrator.
Complete the tasks in the following order:
Tasks

More Information

Add a Jam Group and invite participants in SAP Jam (not relevant if collaboration is SAP Jam User Guide
not enabled)
Create a process template and add steps to the template

Creating Process Templates and Process Steps

Start the process

Starting a Process

Create process instances (optional)

Creating Process Instances

1.5.6.1.4 Creating Process Templates and Process Steps


Context
Process templates let you represent the planning process of your business in SAP Integrated Business Planning. To create a process template, begin by
analyzing source information from sales, marketing, finance, etc. This information drives the structure of the process templates. If collaboration is enabled,
before you create a process template and add steps, you must first create an SAP Jam Group. Then you can assign each step to the appropriate group.
Templates allow you to reuse the same process again (for example, once a month) by creating a new instance of the template.

Steps
1.
2.
3.
4.

Launch the Process Modeling app by clicking the corresponding tile on the launchpad.
On the initial screen, click Templates then click Add in the Templates area.
On the Template Details screen, enter a name for the template and enter the names of the process owners.
In the Step area, enter the following details:
1. Name of the step. This is a name you create to identify the step.
2. Owners of the step. This is the name of the users who are responsible for the step. Process step owners plan and execute this step, including
starting, monitoring, and setting the process step to complete.
3. Participant group. This is the user group assigned to receive automated tasks when the process step status is changed to In-Progress . Users are

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assigned to user groups in the User Groups app.


Reviewers for the process step (optional). These are users who review the information provided by the process step participants.
Relative start day. This is the number of days after the start of the process. (optional).
Duration of the step. This is the (number of days that the task must be completed in.
Select a Jam group from the drop-down list or click + to create a Jam group. (Not visible if collaboration is not enabled.)
Task name, possibly a more descriptive name than the step name. (For example, a task name of Review New Product Schedule for a step called
Product Review.) (Not visible if collaboration is not enabled.)
9. Description for the task. You can use this field to enter instructions or information about the task. (optional). (Not visible if collaboration is not
enabled.)
5. To add another step, click Add and enter the appropriate information. To delete a step, select the step and click Delete .
6. Click Save to save the template. Click Save & Create Instance to save the template and create a new instance of this process, which starts the
process.
4.
5.
6.
7.
8.

More Information
Starting a Process
Creating Process Instances

1.5.6.1.5 Starting a Process Step


Prerequisites
Before you can start a process step, create your template and process steps.
All of your process steps are displayed in the Process Steps widgets in the Dashboard app.

Steps
1. Launch the Dashboard app by clicking the corresponding tile on the launchpad.
2. Select the desired process step displayed in the Process Steps widget.
3. From the Status dropdown, choose In Progress .
Step Result

This starts the process step. If you have collaboration enabled, tasks for the step are automatically created for the participants (one per participant). A
percentage complete bar displays in the widget, indicating the status of your process. If you do not have collaboration enabled, there will not be any
percentage complete displayed. The process step will be "In progress." You can now create process instances for this template. If you make changes
and start this process step again, a new instance of this process is created.

More Information
Creating Process Instances
Creating Process Templates and Process Steps

1.5.6.1.6 Creating Process Instances


Context
Process instances are an instantiation of the process template. Only one instance of the particular process can have an open status at any given time.

Prerequisites
You must have the appropriate authorization to create templates and process instances. For more information, see the Security Guide on the Help Portal page
for the current release of SAP Integrated Business Planning.
Before you create process instances, you must first create process templates and start the process.

Steps
1.
2.
3.
4.
5.

Launch the Process Modeling app from the corresponding tile on the launchpad.
On the initial screen, click Templates .
Select the template you want to use as a base for your process instance.
In the Steps area of the Template Details screen, add the process steps you want to use in your new instance.
Click Save & Create Instance . This creates a process instance with the specified process steps. Process instances are automatically displayed in the
Process Steps widgets in the Dashboard app.

More Information
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Creating Process Templates and Process Steps


Starting a Process

1.5.6.2 Dashboard
You can use the Dashboard app to create and customize your own dashboards. Dashboards provide a way to organize the charts and processes that you are
most interested in, allowing convenient access.
You can view the following on your dashboards:
Charts created in the Analytics app
Process instances created in the Process Modeling app

1.5.6.2.1 Creating a Dashboard


You can create a dashboard as follows:
1. Launch the Dashboard app by clicking the corresponding tile on the launchpad
2. Click the downwards arrow icon and select Create New Dashboard from the drop-down list.
3. Select a chart or a tile type for displaying process instances from the list. You can add any of these to your dashboard by clicking Add .

Note
You can also add charts to your dashboards from the Analytics app. For more information, see Adding a Chart to a Dashboard from the Analytics
App.
4. Click Save .
5. In the Save Dashboard dialog, enter a name for the dashboard and click Save .

1.5.6.2.2 Sharing a Dashboard


Context
You can share your own dashboards with other users or user groups. You cannot share dashboards that are owned by other users.

Steps
1.
2.
3.
4.
5.

Launch the Dashboard app by clicking the corresponding tile on the launchpad.
Click the downwards arrow icon and select one of your dashboards from the drop-down list.
Click the Dashboard action icon.
Select whether you want to share by user or by user group.
Select the users or user groups you want to share the dashboard with and click Save .

1.5.6.2.3 Adding a Chart to a Dashboard from the Dashboard App


Note
The following section is only relevant to Analyzing and Visualizing Your Data but not to Process Management and Case Management.
You can add charts created in the Analytics app to your existing dashboards in the Dashboard app. You can add your own charts or charts created by other
users; however, you cannot add charts to other users' dashboards.
You can add a chart to a dashboard as follows:
1.
2.
3.
4.
5.
6.

Launch the Dashboard app by clicking the corresponding tile on the launchpad.
Click the downwards arrow icon and select one of your dashboards from the drop-down list.
Click the Dashboard actions icon and select Edit from the drop-down list. The Explorer screen appears.
Select a chart from the list and click Add to add it to the dashboard.
Once you have added all of the desired charts to your dashboard, click Save
In the Save Dashboard dialog, click Save . The application returns you to the initial screen, where the charts you have added are now displayed.

Note
You can also add charts to your dashboards from the Analytics app. For more information, see Adding a Chart to a Dashboard from the Analytics App.

1.5.8.2 Tasks
SAP Integrated Business Planning allows you to create and use the following types of tasks:
Process-related tasks
Tasks of this type are associated with process steps created in the Process Modeling app and they are generated in SAP Jam.
Case-related tasks
Case-related tasks are based on cases, which you can create in the Cases app.
You can use the Tasks app to do the following:
View and edit tasks

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You can view any of the tasks that you are associated with, including case-related tasks created from the Cases app and process-related tasks
created in SAP Jam (either from the Tasks app or directly in SAP Jam, using the Collaboration app).
If you select a case-related task from the list, the task is displayed on a master-detail screen, where you can edit the task. If you select a processrelated task, you are navigated to SAP Jam. You can edit the task there.
Create process-related tasks in SAP Jam
The tasks created from the Tasks app must be associated with a process and a process step. You cannot create case-related tasks from the Tasks
app.
Mark tasks as complete
You can mark tasks as compete by clicking the radio button next to the relevant item in the list of tasks. As a result, a strikethrough appears on the
task name, indicating that the task is done.

Note
You can also mark a case-related task as complete in the Cases app by clicking the radio button next to the task in the list of tasks assigned to
the case.

1.5.8.2.1 Creating a Process-Related Task


Context
Note
The following section is only relevant to Collaboration in Sales and Operations but not to Case Management.
You can use the Tasks app to create process-related tasks in SAP Jam, assigning it to users associated with a certain process and process step.

Note
You can also create tasks directly in SAP Jam, using the Collaboration tile.

Prerequisites
You have created a process and a process step in the Process Modeling app.
You have created user groups in SAP Jam (which you can access from the Collaboration tile).

Steps
1.
2.
3.
4.
5.
6.
7.

Launch the Tasks app by clicking the corresponding tile on the launchpad.
Click the + icon.
In the Add Task dialog, enter a name for the task.
Specify the process and process step that you want to assign the task to.
Enter the due date.
Specify the users to complete this task in the Assigned To field.
Click Create .
Step Result

The task is now displayed in the task list area.


The tasks created with the above procedure are generated in SAP Jam. When you select a task of this type in the Tasks app and click it to view it, the
application navigates you to SAP Jam.

1.5.6.4 Collaboration
SAP Jam integrates into SAP Integrated Business Planning to provide a collaborative decision-making solution that brings together the people, information,
and proven business approaches to drive fast and meaningful results. SAP Jam enables you to collaborate with other members of your team and to keep track
of your processes and process-related tasks.
You can use the Collaboration tile to access the SAP Jam home page, where you can view the home feed, enter status updates and access various
functions of SAP Jam, which enable a collaborative decision-making environment.
SAP Jam also allows you to create groups, which helps you discuss issues and share information with your colleagues, but which is also a prerequisite to
some of the functions provided with SAP Integrated Business Planning.

Note
You can also access SAP Jam from the IBP add-in for Microsoft Excel using the Collaboration button on the IBP tab in the ribbon, which opens the
SAP Jam home page in a new browser window. For more information about SAP Jam, see the SAP Jam User Guide on SAP Help Portal at
http://help.sap.com/sapjam

1.5.6.4.1 Feed
You can use the feed function of SAP Jam to view the up-to-date status of your processes, steps, and tasks. It allows you to keep track of the progress of
each process, without having to open each one individually to look for updates.

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You can access the home feed on the SAP Jam home page, but you can also view and update information associated with a specific group in group feeds.
You can follow a process (activity or group) to receive status updates, which is useful when you participate in multiple activities or groups.

Note
You can also access SAP Jam from the IBP add-in for Microsoft Excel using the Collaboration button on the IBP tab. This opens the SAP Jam home
page in a new browser window.
For more information about using SAP Jam, see the SAP Jam User Guide on SAP Help Portal at http://help.sap.com/sapjam

1.5.6.4.2 Connecting to Jam


The integration of SAP Integrated Business Planning with SAP Jam allows you to do the following:
Share business data and other information with other members of your organization directly from the apps in SAP Integrated Business Planning
View the relevant feeds in SAP Jam
View and create tasks related to specific cases in SAP Integrated Business Planning
Once you have the authorization for using both applications, you are automatically connected to SAP Jam when logging on to SAP Integrated Business
Planning.
As an administrator, you can create SAP Jam users and link them directly from SAP Integrated Business Planning, even performing this task for multiple
users at once.
For more information, see the SAP Jam integration guide on the SAP Help Portal at help.sap.com/ibp61

1.5.7 Custom Alerts


Custom alerts are used to find important or critical supply chain issues such as inventory shortages, an imbalance of supply and demand, or any unexpected
changes in the supply chain. You can specify the threshold values that will be used to determine issues.

Example
For example, you can specify the threshold values for minimum stock levels in a particular location.
Based on these threshold values, the system analyzes the data on the fly and finds where the threshold values are reached. This enables you and your
colleagues to react quickly, before a supply chain situation becomes a problem.
The apps available for custom alerts include the following:
Define and Subscribe to Custom Alerts
Custom Alerts Overview
Monitor Custom Alerts
Custom alerts are generated by the system and visible to assigned users regarding important or critical supply chain situations. Information contained in the
custom alert allows users to analyze and measure the impact of unexpected situations on their business. Users can fine-tune the criteria for alerts to be
generated to mitigate issues in the supply chain. Custom alerts are linked to cases and tasks in SAP Supply Chain Control Tower, which facilitates the
tracking and resolution of supply chain problems.

More Information
Short-Term Forecasting

1.5.7.1 Define and Subscribe to Custom Alerts


Purpose
You can use this app to create alert definitions and specify the conditions under which you want alerts to be triggered. You define the planning area,
calculation levels, and time horizon you would like to use as your data set to trigger alerts.
You can do the following:
Add rules and conditions under which alerts will be raised
Specify the minimum number of consecutive periods that a condition must exist before an alert is generated
Include the metrics that you want to be displayed to help you analyze the alert and take action
Select various options for displaying the alert data (using different chart types)
Subscribe to custom alert definitions and add filters if needed to restrict or further customize the alerts that will be triggered

Note
Only alert definitions that have been subscribed to will generate alerts in the Monitor Custom Alerts app.
Share definitions and subscriptions with others users or user groups
Navigate directly from the definition to the monitor

Example
You define an alert that is to be triggered if the total customer demand exceeds a specific quantity threshold, for example: 50,000 pieces. You include some

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other metrics to measure the impact of the increased customer demand on your business: these metrics include, for example, the projected inventory quantity.

More Information
Creating Custom Alert Definitions

1.5.7.1.1 Creating Custom Alert Definitions


You need to define the basic information about your custom alert definition first. The steps below explain how you do that.

Procedure
1. In the Define and Subscribe to Custom Alerts app, enter a name and a description for your custom alert definition, then select the planning area that
you want to associate with the definition.
If you have a default planning area assigned to your user, you'll see it is already provided in the field. You can change the planning area if you wish and
the system automatically adjusts which key figures and analytics charts you can choose from in the rest of the custom alert definition.

Note
The Active checkbox is selected by default so that the new custom alert definition is activated when you save it.
If you do not want alerts to be triggered just yet, deselect the checkbox to deactivate the alert definition temporarily.
For more information about activating and deactivating alerts, see Reducing the Number of Alerts.
2. if you already defined a category in the Manage Categories app, select a category from the dropdown list.
Categories are optional and can help you group your alerts in a meaningful way in the Monitor Custom Alerts app.
For more information, see Categorizing Alerts.
3. Select a calculation level.
The calculation level specifies the level at which the data is aggregated.
For example, if you want to define an alert that gives a weekly overview of all product shortages across all your locations, you can select Location ID ,
Product ID , and Week .
4. Select a time horizon to specify within what time period you want to track this data.
Time horizons can be on a weekly, monthly, quarterly, and yearly basis, depending on the selected planning area.
Select the dates from and to that you want alerts to be triggered. If you want alerts to be calculated and triggered on a time-rolling basis, select the
Rolling checkbox. For more information about ensuring alerts continue to be calculated and triggered for your alert definition, see Dynamic Time
Horizons in Custom Alerts.
Enter the minimum number of consecutive periods if you want the system to generate just one alert when the rules and conditions have been met as
oppose to numerous alerts being triggered when thresholds are exceeded during a period. For more information about the field Minimum Consecutive
Periods , see Reducing the Number of Alerts.
5. Select the alert severity to help you and other users to prioritize the issues that need to be resolved.
Severity options are Low , Medium , and High .
6. Now you have defined all the basic information about the custom alert definition, go ahead with creating the rules, metrics, and subscriptions for the
definition, as well as sharing the definition with the relevant colleagues. For more information about how to complete those tasks, click on the links under
the section More Information below.
7. After you have completed all the relevant tasks, save the custom alert definition.
Your new custom alert definition appears in the Custom Alert Definitions list.

Additional Features
Copy Definition
You can copy an existing custom alert definition by clicking the Copy button. All the characteristics of the definition are copied except the subscriptions. The
new definition appears in Edit mode and you can save it as is or make changes before saving it.

Save as Tile
You can save a custom alert definition (with its subscriptions) as a tile on your launchpad to provide easy navigation back to the same information from your
launchpad.

Emailing Custom Alert Definitions


You can send an email to colleagues. The email contains a hyperlink that they can click to view a specific custom alert definition. You must have shared the
custom alert definition with the user to whom you send the email otherwise they cannot view the alert.

Sharing in SAP Jam


You can share the custom alert definition in SAP Jam. Only SAP Jam users can view the custom alert definition, provided you have shared it with them.

More Information
Defining Rules to Trigger Alerts
Quantifying the Impact of Alert Conditions

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Display Options for Custom Alerts


Sharing Custom Alerts
Subscribing to Custom Alert Definitions
Searching, Sorting, and Filtering in Alerts

1.5.7.1.1.1 Categorizing Alerts


The Category field is optional but allows you to group alerts in a meaningful way. You have the custom alert definition, description, and priority with which you
can group your alerts. But there is also this optional attribute to cluster your alerts. Categories can be used in the Custom Alerts apps in the following ways:
Filter alert definitions by category in the Define and Subscribe to Custom Alerts app
Summarize alerts grouped by category in the Custom Alerts Overview app

Dependencies
Categories are defined in the Manage Categories app. The category must be assigned to Custom Alerts to be able to assign new alert definitions to a
category.

Example
Examples of categories could be Inventory Shortage Alerts and Marketing Forecasting Alerts .

More Information
Categories

1.5.7.1.1.2 Dynamic Time Horizons in Custom Alerts


You can dynamically influence the time period over which alerts can be triggered by making a setting that controls whether the system adjusts the time
horizon for the calculation level forwards with the passing of time.
You can select the Rolling checkbox when you create a custom alert definition to ensure the system dynamically changes the time horizon based on the
following dates:
The date on which you create or change the custom alert definition (whichever is the most recent date)
The date on which you access the Monitor Custom Alerts app
When the Rolling checkbox is selected in the custom alert definition, the time horizon is shifted with the offset between the date on which you execute the
Monitor Custom Alerts app and the date on which the custom alert definition was created. If the custom alert definition is edited in the meantime, the offset is
calculated between the date on which you execute the Monitor Custom Alerts app and the date on which the custom alert definition was changed.

Examples of Dynamic Adjustments to Time Horizons


Example 1
Today is January 1, 2015 and you create a custom alert definition with a time horizon from February 15 through March 15. You select the Rolling checkbox.
Tomorrow the time horizon is applied to the calculation level of the custom alert definition from February 16 through March 16.
If the calculation level has a different level of granularity (for example, months), the time horizon will advance with the passing of time.
Example 2
Today is January 1, 2015 and you create a custom alert definition with a time horizon from February 2015 through March 2015. You select the Rolling
checkbox. When February 1, 2015 is the current date, the time horizon that is applied to the calculation level of the custom alert definition shifts to March 2015
through April 2015.

Examples of Offset Calculations


On September 1, you create a custom alert definition with a time horizon from November 15 through December 15. You run the Monitor Custom Alerts app on
September 2. The time horizon is now calculated as November 16 through December 16. On December 15, you run the Monitor Custom Alerts app again.
The time horizon is then calculated as November 30 through December 30. On September 30, you edit the custom alert definition and change the time horizon
to November 1 through December 10. On October 1, you run the Monitor Custom Alerts app. The time horizon is calculated as November 2 through
December 11. On October 10, you run the Monitor Custom Alerts app again. The time horizon is calculated as November 11 through December 20.
You can see the offset calculations displayed under Information in the custom alert definition and in the monitor.

1.5.7.1.1.3 Reducing the Number of Alerts


There are a couple of ways you can reduce the number of alerts that are triggered by definitions and subscriptions.

Dependencies
You can activate or deactivate definitions and subscriptions in edit mode.
You need to be the creator of the alert definition to be able to edit it.

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Once you have deactivated an alert definition or subscription, no alerts will be generated in the Monitor Custom Alerts app.

Deactivate Definitions and Subscriptions


The custom alert definition is activated by default. As long as you are in edit mode in the definition, you can deselect the Active checkbox and the definition
will not generate any alerts even if you have subscribed to it.

Set a Minimum Number of Consecutive Periods


Enter a figure in the Minimum Consecutive Periods field to define the minimum number of sequential time periods during which a condition must exist before
an alert is triggered. When you define a minimum number of consecutive periods, the periods before and after are ignored in the subscription. This reduces the
number of alerts over consecutive time periods to just one whenever the conditions are fulfilled.
If you enter 0 or 1 , an alert is generated for each period.
If you enter a value greater than 1 , only one alert is generated for each consecutive period.
The field Minimum Consecutive Periods is only enabled if you enter a time-based attribute in the Calculation Level field. If you remove the time-based
attribute from the Calculation Level , the system resets the minimum number of consecutive periods to 1. A single alert will be created for the duration of the
alert condition beyond the minimum threshold. All the metrics in the alert will be enabled to set the Average function for the calculation of the metric during
the alert duration. The Average will be displayed in the alert monitor with the metric description. The alert date will be the first period in which the condition
existed and will be displayed in the monitor. The duration of the consecutive periods for the alert will be displayed in the alert monitor, including the name of
the period (for example, days, weeks, or months).

1.5.7.1.2 Defining Rules to Trigger Alerts


You need to define rules in order for any alerts to be generated. Rules are based on a combination of key figures upon which the application will calculate onthe-fly the alert situations.
You can set rules to apply to any or all related key figures.

Conditions
You can set the condition that all rule groups (you must have at least one rule group) must be satisfied (default setting) or, if you have more than one rule
group, any or all groups must be satisfied for an alert to be triggered.
Within the rule group, you have individual rules (you must have at least one rule). You can set the condition that all the rules must be satisfied (default setting)
or, if you have more than one rule, any or all of the rules must be satisfied for an alert to be triggered.

Rule Types
You can define rules in either of the following ways:
Absolute: One key figure that is compared to a threshold value.
Percentage (%): Two key figures, where both are compared using a percentage value.

Operators
You can use the following operators:
= (is equal to)
< (is less than)
> (is greater than)
<= (is less than or equal to)
>= (is greater than or equal to)
<> (is not equal to)
is null
Null is used only to compare one key figure. For example, you create a rule as follows: Confirmed quantity

is null . The system will return records

for which it finds for the confirmed quantity no values in the database. This is to differentiate between null and zero values.

Rule Groups
You can define individual rules and rule groups to create more sophisticated combinations of conditions and further refine the triggering of alerts. An alert will
be triggered when either all rule groups are satisfied or any rule group is satisfied. Within the rule group, a rule group is satisfied when either all rules are
satisfied or any rule is satisfied.

Example
For example, you could set up a rule that raises an alert if projected inventory shortage is greater than 100 pieces. In the case of the percentage value, you
set a key figure to be greater or less than a certain percentage of another key figure. For example, you could set up a rule that raises an alert if the projected
inventory shortage is greater than 10% of the actual inventory quantity. You must define at least one rule in order to save the alert definition. You can decide
whether all the rules must be satisfied or only one of the rules needs to be satisfied in order to trigger alerts.

1.5.7.1.3 Quantifying the Impact of Alert Conditions


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1.5.7.1.3 Quantifying the Impact of Alert Conditions


Metrics quantify the impact of the conditions under which the alert has been triggered.
You must define at least one key figure in order to save the alert definition.
You define the metrics in the Custom Alert Definition and then subscribed users can customize the metrics in the Custom Alert Subscription . The order in
which you define the key figures in the subscription is important, as the first one will be the one that will be shown in the master list of the Monitor Custom
Alerts app.

1.5.7.1.4 Display Options for Custom Alerts


In your custom alert definition and subscription, you define how you want to display key figure values graphically in the monitor to enable you to better
understand and analyze tendencies. You can customize how you display alerts by making the following settings:
Display Option

Definition/Subscription

Description

Units of measure

Definition

Select a default unit of measure if you are using a key

Currency

Definition

Select a default currency if you are using a key figure


that requires a currency.

Default chart types

Definition

You select the chart that will display the values of the
key figures. It is used as the main chart to visualize the
alert in the Monitor Custom Alerts app and is a
mandatory field. Different chart types include, for
example, horizontal bar charts, vertical bar charts, and
pie charts.

figure that requires a unit of measure.

Note
If you want to use a pie chart to visualize alerts, use
one key figure and one calculation level only.
Complementary charts

Definition and subscription

The complementary charts are supplemental charts


that can help you further understand and analyze the
causes of alerts in the Monitor Custom Alerts app.
When you create a custom alert subscription, you can
include some or all of the charts that are included in the
custom alert definition.

Metrics

Subscription

You can remove some of the metrics if required.

Period before/after

Subscription

Set the period before and after if you want to see more
periods displayed in the chart when you go to analyze
alerts in the monitor. The period before is the number of
periods you want to display the key figures values
before the alert is generated. The period after is the
number of periods you want to display the key figures
values after the alert is generated. You can use this
display option only if the calculation level contains a
time-based attribute such as a weekly time period.
Example:
Period Before = 2
Period After = 3
The alert period = week 5 in 2014.
The generated alert would also then show not only the
values of the key figures on week 5 but also in weeks 3,
4, 6, 7, and 8.
The advantage of using these periods before and after
is that you can see more clearly the trends that led to
the alert being triggered.

More Information
Chart Types

1.5.7.1.5 Sharing Custom Alerts


Purpose
Under Sharing , add the users and user groups with whom you want to share the custom alert definition.
Users with whom you share a custom alert definition can view it but not change it. They can also subscribe to it.
Since usually only a few experts create custom alert definitions in SAP Integrated Business Planning, the experts can share custom alert definitions and
subscriptions with other users or user groups to allow them to monitor generated alerts and access the definitions and subscriptions.

Note
If you decide to unshare a custom alert definition with a certain user or user group, all those users' subscriptions will be deleted.

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Example
User A creates a custom alert definition Alert A and shares it with user B. User B cannot modify alert A but is authorized to create a subscription based on
Alert A .

If user A unshares alert A, all subscriptions of user B are deleted.

1.5.7.1.6 Subscribing to Custom Alert Definitions


Purpose
You can use the Define and Subscribe to Custom Alerts app to create subscriptions to custom alert definitions and allow you to view any alerts triggered in
the Monitor Custom Alerts app. When you create subscriptions, you can customize it by adding filters or changing the display order of charts and metrics.
The custom alerts in the alert monitor are based on all the custom alert subscriptions you have created or the ones that have been shared with you.
You can perform the following tasks:
Define which metrics are displayed in the Monitor Custom Alerts app for the alert
Specify the number of periods before and after the alert occurrence that you want to have displayed in the Monitor Custom Alerts app
View the number of alerts that this subscription will generate
Add filters to refine the alert data or remove filters as needed
Delete or deactivate your own subscriptions so that you are no longer subscribed to a custom alert definition, which can be helpful if your job
responsibilities have changed or there is an issue with the data
Share the subscription with individual users or multiple users when you specify roles

How to Subscribe to an Alert


1.
2.
3.
4.

Choose the app Define and Subscribe to Custom Alerts in the launchpad.
Select the custom alert definition to which you want to subscribe from the list.
Click the Edit button to go into edit mode in the custom alert definition.
Click Add in the Subscriptions section of the UI.
A new screen opens called Custom Alert Subscription and allows you to create subscriptions to the custom alert definition from which you just
navigated.
5. Under Information , enter a name and a description for the subscription.

Note
The Active checkbox is selected by default so that the new custom alert subscription is activated when you save the definition. If you do not want
alerts to be triggered just yet, deselect the checkbox to deactivate the alert subscription temporarily. For more information about activating and
deactivating alerts, see Reducing the Number of Alerts.
6. Under Filter Attributes , select filters if you want to restrict the data that will be used to generate the alerts for your subscription. For example, you might
want to limit the alerts that will be generated to a specific location or product.
7. Under Display Options , enter the metrics in the order in which you would like to have them displayed to visualize your alerts in the Monitor Custom
Alerts app.
For more information, see Display Options for Custom Alerts.
8. Under Sharing , select users and user groups with whom you want to share the alert subscription.
For more information, see Sharing Custom Alerts
9. You can now either save or discard your entries as follows:
Click the Back to Definition button and your data for the subscription is saved once you click Save in the custom alert definition.
Click the Discard Changes button if you want to cancel all your entries.

Additional Features
Navigation from the Subscription to the Monitor
After you save the custom alert definition, you see the number of alerts for each subscription that will be generated when you go into the Monitor Custom
Alerts app. If you click on the number displayed in the Alerts column, the system will navigate directly to the Monitor Custom Alerts app and show only
these alerts that are generated for that subscription.
In addition, from the subscription screen you can click the Go to Monitor button to navigate directly to the monitor and view the alerts for that subscription.

How to Unsubscribe to a Custom Alert Definition


You can delete only your own subscriptions (not subscriptions that were shared with you by another user). You can do this in either the Edit mode of the
custom alert definition with which the subscription is associated under the Subscriptions section of the UI or directly in the subscription you want to delete by
clicking the Delete button.
After deleting the subscription, you no longer see any associated alerts that have been generated in the Monitor Custom Alerts app.

1.5.7.2 Custom Alerts Overview

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Purpose
You can use this app to view a summary of current alerts in the form of a bar chart. The alerts are clustered by subscriptions and either severity or category.
The overview allows you to visualize which alerts will be triggered if the Monitor Custom Alerts app is executed. You can use filters to prioritize which alerts
need to be processed first.

Features
Visualize Alerts in the Overview
The app displays in a bar chart the number of alerts (x axis) by subscription (y axis). If any subscriptions are restricted by the global setting in configuration for
the maximum number of alerts that can be displayed, you will see an asterisk (*) in front of the subscription name. In addition, the total number of alerts for all
your subscriptions and the distribution of those alerts by severity is displayed as information at the top of the details screen.
You can view the summary of alerts in a table by clicking on the Table icon.
You can use grouping options to view the alerts. By default, the app displays alerts grouped by Severity showing the number of high, medium, and low alerts.
However, you can choose to group by category or not group the alerts at all. To change the grouping, click on the Personalize icon and, in the Group By
pop-up, you can select Category as the criterion by which you want to group the alerts in the bar chart or None if you do not want any grouping at all.

Navigate to the Monitor Custom Alerts App


You can navigate to the Monitor Custom Alerts app from the overview by clicking on one of the bars in the chart that is displayed.
As the alerts are clustered by subscription, only the alerts belonging to the selected subscription are displayed in the monitor. The subscription acts as a
filter for the alerts in the monitor and information on the filtering is displayed at the top of the Custom Alerts list, for example, Filtered by: Shortage of
Product ABC . You can reset the filter and display all the alerts, if required.
If you choose the Back to Overview button, the overview is displayed again and you can select another subscription.

1.5.7.3 Monitor Custom Alerts


Purpose
You can use this app to calculate on-the-fly alerts to which you are subscribed and display them in a comprehensive chart or table.
You can perform the following tasks:
Analyze the charts and metrics to identify and resolve potential issues
Link a new case or an existing case to an alert in order to follow up on the issues, delegate them, and resolve them
Evaluate and assess the risks you may encounter if you do not take immediate action
Navigate to the Analytics app where you can create a new chart based on the alert data

How to Monitor Alerts


1. Click the Monitor Custom Alerts tile in the launchpad.
All the alerts that have been generated and belong to custom alerts to which you have either subscribed or which have been shared with you by other
users appear in the Custom Alerts list along with the total number of alerts generated by these subscriptions in parentheses. The custom alert that the
system displays in the details area of the screen is the first alert at the top of the Custom Alerts list. You can click any other alert in the list to display
its details also. You can use the Search field to find a specific custom alert subscription or alert instance.

Note
You can set a global configuration parameter to limit the number of alerts that are displayed in the Monitor Custom Alerts app: This global
configuration parameter ensures that alert definitions that generate many alerts do not impede performance when it is not feasible to review large
volumes of alerts in the UI. You can set the following parameter value in the Configuration UI under Manage Global Configurations :
Parameter Group : ANALYTICS
Parameter Name : MAX_ALERTS_PER_SUBSCRIPTION
Parameter Value : User configurable
In the Monitor Custom Alerts app, there is a warning icon in the Custom Alerts list to indicate which alert subscriptions have generated more alerts
than the maximum number of alerts allowed.
If you notice, there are actually fewer alerts than the number of alerts that is displayed on the tile of the launchpad it is because of the global
configuration setting. For example, if 228 was set as the maximum number of alerts for a subscription, the actual number of alerts could be 448 and
that is the number you'll see on the Monitor Custom Alerts tile in the launchpad. But when you go into the monitor, you'll see only 228.
In the Custom Alerts list, the information displayed about each alert includes the following:
Subscription name
The name and the value of the first key figure defined in the subscription
Calculation level used to aggregate the data
Severity (high, medium, low)
An icon, if the alert is linked to a case
2. In the header of the details section of the screen, you can see information about the alert as follows:
Description of the alert subscription
This is the description you or another user gave when creating the custom alert subscription. If the description is empty, then the name is
displayed.
Average
The value is an average of a key figure over a consecutive period. For example, if the consecutive period was set at three months in the custom
alert definition and the key figure value for the projected stock shortage is 149,990 USD, then this value displayed on the UI represents the

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average projected inventory shortage over the three-month period.


Consecutive period count
This is the total number of consecutive periods during which conditions existed to trigger an alert. For example, if you or another user made a
setting in the custom alert definition that a condition has to exist for a minimum of three months for an alert to be triggered in the Monitor Custom
Alerts app, you would see a Consecutive Period Count number that is equal to or greater than 3. For example, if you see in the details section of
the UI Consecutive Period Count : 4, this means that the alert conditions existed for 4 consecutive time periods or more.

3.

4.
5.
6.

Period of first occurrence


This denotes the time period during which the alert first occurred.
Under Alert Data , you can see the values of metrics that you chose in the alert subscription in a chart display.
By default, the main chart is used to display the alert data, but if any complementary charts were defined in the custom alert definition or subscription,
you can select them from the dropdown list above the chart. All the complementary charts that are available in Custom Alerts are predefined in the
Analytics app.
If periods before and after were defined in the custom alert subscription, the KPIs for those periods are displayed in the main chart. For example, if the
alert occurs for the month of June 2015, and the period before is two months, and the period after is three months, then the metrics are displayed in the
chart for the months of April, May, June, July, August, and September of 2015.
Key figure values are displayed with the unit of measure or currency that was defined in the custom alert definition.
You can maximize and minimize the display of the chart by clicking Full Screen .
Click Table to switch to viewing the alert data in table format. Click Chart to return to the graphical view of key figure values.
Under Metrics , you can analyze the key figure values and see the calculation level that was used to calculate them.
Under Information , you can display the alert definition and subscription details to find out which conditions triggered the alert. You can also see if the
time horizon was calculated dynamically, as the time horizon under the custom alert definition is displayed as Rolling . For more information, see
Dynamic Time Horizons in Custom Alerts.

Additional Features
Linking Cases
Click the Link Case button if you want to link the alert to a case.
You can facilitate the processing of the alert by linking it to an existing open case or creating a new case. A case is a folder of evidence for tracking and
managing supply chain problems. Linking a case to an alert helps you to track, manage, and resolve supply chain problems. If you want to create a new case
from the Monitor Custom Alerts app, you can select assignees as well as assigning a priority to the case to expedite resolving it. You can assign multiple
alerts to the same case.
Click the Unlink Case button to delete any cases you want from the alert.
If the alert is already linked to a case, you can see the Case tab displayed. It isn't visible until a case is linked.

Navigation to Analytics
Click the Go to Analytics button to navigate directly to the Analytics app in Explore mode.
There you can view the same main chart as in the Monitor Custom Alerts app. You can manipulate the chart display by adding key figures and filters. You
can then either save or discard the changes.

Save as Tile
From the monitor, you can save a custom alert as a tile on your launchpad to provide easy navigation back to the same alert data from your launchpad.

E-mailing Alerts
You can send an e-mail to colleagues. The e-mail contains a hyperlink they can click to view that specific custom alert along with the metrics for that alert.
You must have shared the custom alert definition with the user to whom you send the e-mail otherwise they cannot view the alert.

Sharing in SAP Jam


You can share the alert in SAP Jam. Only SAP Jam users can view the alert.

More Information
Searching, Sorting, and Filtering in Alerts
Case Management

1.5.7.3.1 Searching, Sorting, and Filtering in Alerts


Search
You can use the Search field to find a specific custom alert definition. The search functions as follows:
Any
Any
Any
Any
The

string in the name of the custom alert definition is retrieved


string in the name of the planning area is retrieved
string in the calculation level is retrieved
string in the users name is retrieved
Custom Alert Definitions list is filtered dynamically while you type.

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Sort
You can sort alert definitions in the Custom Alert Definitions list in ascending or descending order by the following criteria:
Creator
Definition Name
Severity
Planning Area
You can sort alerts in the Custom Alerts list in ascending or descending order by the following criteria:
Alert Subscription Name
Severity
Metric
Planning Area

Filter
You can filter alert definitions in the Custom Alert Definitions list by the following criteria:
Status
Creator
Severity
Planning Area
Category
You can reset the filter by clicking the Clear All Filters button on the Filter By: pop-up.
If you leave and return later to the app, it doesn't remember your filter criteria.
You can filter alerts in the Custom Alerts list by the following criteria:
Subscription Name
Severity
Planning Area
When you set a filter, information is displayed at the top of the Custom Alerts list. For example, Filtered by: Shortage of Material ABC . You can reset the
filter by clicking the Clear All Filters button on the Filter By: pop-up.
If you leave and return later to the app, it doesn't remember your filter criteria.

1.5.8 Case Management


You use cases and tasks to track, manage, and resolve supply chain problems. A case is a folder of evidence for tracking and managing supply chain
problems. You can assign tasks to cases and delegate the tasks to individuals to track which actions have occurred in the case.
You can use the Cases app to create and manage cases and to assign tasks to the cases.
You can also view and edit case-related tasks in the Tasks app, but you cannot create tasks of this type there.

1.5.8.1 Cases
You can access the Cases app from the corresponding launchpad tile. You can use the app to do the following:
Create cases
You can create a new case using the + ( Create New Case ) icon. You can specify the status and priority of the case and assign users (case owners) to
the case.
View cases on a master-detail screen and view case history
To view the details of a case, select the case from the master list on the left hand side. You can then click the icons in the Case Details area of the
screen to display the alerts, case owners, or tasks associated with the case, or to view comments or the case history.
Add case owners to an existing case
You can assign additional users to cases by selecting the Case Owners icon in the Case Details area, and clicking the + icon.

Note
Only users associated with a case can add other users to that case.
Assign tasks to a case
For more information, see Creating a Case-Related Task.
Create comments to cases and case-related tasks
For more information, see Creating Comments to Cases and Case-Related Tasks.
Mark case-related tasks as complete
You can mark case-related tasks as compete by clicking the radio button next to the relevant item in the list of tasks. As a result, a strikethrough
appears on the task name, indicating that the task is done.

1.5.8.1.1 Creating a Case-Related Task


Once you have created a case, you can assign tasks to users associated with that case.

Note
Only case owners can assign tasks within a case.
You can create case-related tasks as follows:
1. Launch the Cases app by clicking the corresponding tile on the launchpad.

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2.
3.
4.
5.
6.
7.

Select a case to which you want to add a task.


Click the Tasks icon.
In the Tasks area, click the + icon.
Enter a name for the task and select the priority and the due date.
Assign the users to complete this task by clicking the + icon in the Assignees field.
Click Save .

Creating Comments to Cases and Case-Related Tasks


Context
You can create comments to cases and associated tasks in the Cases app.

Steps
1.
2.
3.
4.

Launch the Cases app by clicking the corresponding tile on the launchpad.
Select a case from the master list on the left hand side.
To add a comment to the case, click the Comments icon and enter your comment.
To add a comment to a task assigned to the case, click the Tasks icon, select the task from the list and click Show Comments . You can now enter
your comment.

1.5.8.2 Tasks
SAP Integrated Business Planning allows you to create and use the following types of tasks:
Process-related tasks
Tasks of this type are associated with process steps created in the Process Modeling app and they are generated in SAP Jam.
Case-related tasks
Case-related tasks are based on cases, which you can create in the Cases app.
You can use the Tasks app to do the following:
View and edit tasks
You can view any of the tasks that you are associated with, including case-related tasks created from the Cases app and process-related tasks
created in SAP Jam (either from the Tasks app or directly in SAP Jam, using the Collaboration app).
If you select a case-related task from the list, the task is displayed on a master-detail screen, where you can edit the task. If you select a processrelated task, you are navigated to SAP Jam. You can edit the task there.
Create process-related tasks in SAP Jam
The tasks created from the Tasks app must be associated with a process and a process step. You cannot create case-related tasks from the Tasks
app.
Mark tasks as complete
You can mark tasks as compete by clicking the radio button next to the relevant item in the list of tasks. As a result, a strikethrough appears on the
task name, indicating that the task is done.

Note
You can also mark a case-related task as complete in the Cases app by clicking the radio button next to the task in the list of tasks assigned to
the case.

1.5.8.2.1 Creating a Process-Related Task


Context
Note
The following section is only relevant to Collaboration in Sales and Operations but not to Case Management.
You can use the Tasks app to create process-related tasks in SAP Jam, assigning it to users associated with a certain process and process step.

Note
You can also create tasks directly in SAP Jam, using the Collaboration tile.

Prerequisites
You have created a process and a process step in the Process Modeling app.
You have created user groups in SAP Jam (which you can access from the Collaboration tile).

Steps
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1.
2.
3.
4.
5.
6.
7.

Launch the Tasks app by clicking the corresponding tile on the launchpad.
Click the + icon.
In the Add Task dialog, enter a name for the task.
Specify the process and process step that you want to assign the task to.
Enter the due date.
Specify the users to complete this task in the Assigned To field.
Click Create .
Step Result

The task is now displayed in the task list area.


The tasks created with the above procedure are generated in SAP Jam. When you select a task of this type in the Tasks app and click it to view it, the
application navigates you to SAP Jam.

1.5.9 Categories
Purpose
You can use the Manage Categories app to create your own method of organizing and working with cases and custom alerts. You define whatever categories
are most meaningful to you or your colleagues who are responsible for monitoring and resolving cases or custom alerts. Once you have defined these
categories, you assign them to either cases or custom alerts or both. You can then assign a category to the case or custom alert definition in the respective
app.

Activities
View Existing Categories
1. Click the tile Manage Categories in the SAP Fiori Launchpad.
2. Click Go to view any existing categories that have already been created in the system.
3. Click Personalize to do the following:
Change which columns are displayed in the table
Sort the categories
Filter the categories
Group the categories
4. Click the arrow down button beside the total number of categories to change the selection of categories that you want to view:
All
Custom Alerts
Cases

Change a Category
1. Select the category you want to change by clicking the relevant row in the table.
2. Click the Edit button.
3. Change the entries you need to under General Information and click Save .

Create a New Category


1. Click Add .
2. Enter the category name, and description, and select in which apps the category should be available. Then click Save .

Delete a Category
1. Select the category you want to delete by clicking the relevant row in the table.
2. Click the Edit button.
3. Click the Delete button in the overview of the category and click Save .

1.5.10 Planning Filters


You can use the Planning Filters app to manage filters that you can implement in other areas of SAP Integrated Business Planning. You can use filters to
view subsets of data in the following objects:
Jobs
Job templates
Planning view templates
Planning view favorites
Worksheets
When you click the Planning Filters tile in the SAP Fiori launchpad, you can see in the master list section of the UI the names of the filters as well as the
planning areas in which you created them.

Note
You can view only the filters that you have created.
You can see in the details section of the UI all the filter criteria you defined for the filter as well as where you are already using the filter (for example, in
specific jobs or planning views).

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The filters you can create and manage in this app are basically the same as the saved filters you can set up in the IBP add-in for Microsoft Excel. For more
information about applying user-defined filters when scheduling planning operators, see the Model Configuration Guide under the section Planning Operators
at SAP Help Portal ( http://help.sap.com/ibp61 )

Creating a New Planning Filter


1.
2.
3.
4.

In the SAP Fiori launchpad, click the Planning Filters app.


Click + ( Add ) to begin creating a new planning filter.
Enter a filter name.
Select a planning area.
The planning area the system proposes is your user default planning area that is set up in the User Preferences app. If no user default planning area
has been set up for you, then the system proposes the default planning area that is set up in the Configuration app under Manage Global
Configurations as follows:
Parameter Group : HOME_PAGE
Parameter Name : DEFAULT_PLAN_AREA

Or if you have only one planning area assigned to your user, the system proposes that planning area.
5. Define filter criteria by selecting one of the master data attributes (for example, Product ID or Customer ID) from the dropdown list, and using either of
the following operators:
Equal to
Not equal to
Then select values from the dropdown list.

Note
The values you can enter in the Filter Criteria section of the UI depend on the planning area selection. You can view only master data attributes that
belong to your assigned planning area or areas.
6. Continue adding criteria to your filter as needed to customize the subset of data you want to use for business planning purposes.

Example
You want to create a planning filter for your planning area SAP2015 . For the filter criteria, you select Customer from the dropdown list and Equal to as the
operator. You then select CompanyABC as the value using the input help. You click the + ( Add ) icon to add another attribute. For the second attribute you
select Buyer from the dropdown list and Not equal to as the operator. You then select CompanyXYZ as the value using the input help. You click the
Save button to save the new filter and it appears in the master list Planning Filters on the left side of the screen.

Changing an Existing Planning Filter


You can change the filter criteria in an existing planning filter. The system displays where the filter is being used. After you save your changes to the filter, the
system will apply the updated filter whenever you execute processes where it is being used.

Copying a Planning Filter


Copying filters allows you to multiply the number of filters quickly without having to spend time entering all the filter criteria again manually. You can customize
copied filters by editing, deleting, and adding new criteria.

Note
You require authorization for the planning area on which the original filter is based to be able to make a copy of it.
If you change the planning area that is inherited from the original filter, you lose all the filter criteria and have to reenter them manually.

Deleting a Planning Filter


You can delete an existing filter when you are viewing it in display mode. When you click the Delete button, the system checks whether the filter is still being
used. If it is being used in other planning areas, the system won't let you delete the filter. You'll get a pop-up anyway to let you know that you can't delete the
filter because you're still using it.

More Information
Filters in Planning Views
Scheduling Jobs

1.5.11 Change History


The change history tracks changes to stored key figures and their dependent calculated key figures.
Note the following:
The change history is not supported for snapshot key figures, and it cannot be combined with S&OP operators and inventory optimization operators.
The change history function does not depend on SAP Jam integration.

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You can view the change history in the Change History app, which you can access by clicking the corresponding tile from the launchpad. For more
information, see Viewing Change History).

Enabling the Change History


System administration can enable the change history in the Configuration app for each of the following:
Planning areas
To track changes to key figures, you must activate the change history for the relevant planning areas.
Master-data-based key figures
The change history for master-data-based key figures tracks modifications made to key figure aggregates in the system. If you enable the change
history for master-data-based key figures, we recommend that you do not reverse this setting.
Note that if you change a product group of a product and there is a key figure value for that product, the system tracks the fact that the value now
belongs to a different product group.
Key figures
The change history tracks changes to specified key figures. This feature is available only for stored key figures and their dependent calculated key
figures.

Note
If the calculated key figure Revenue depends on two stored key figures, Price and Quantity , and these stored key figures are history-enabled,
then changes to Revenue are also captured. If only one of these stored key figures is history-enabled, then any changes tracked for Revenue are
incorrect. To record changes to calculated key figures accurately, all stored input key figures for the calculated key figure must be history-enabled.
For information about enabling the change history, see the Model Configuration guide.

1.5.11.1 Viewing Change History


Context
You can view the change history in the Change History app. Note the following:
You can track changes only to the base version value in versions. Changes to the values are displayed in the Change History window with the Version
Copy reason code.
If you make changes to data from the IBP Excel add-in, these changes are tracked and displayed in the Change History window.
If you execute statistical forecasting, this appears in the Change History window with the Statistical Forecast reason code.

Steps
1. Launch the Change History app by clicking the corresponding tile on the launchpad.
2. Select the Planning Area dropdown menu to display planning areas for which the change history has been enabled. Choose the planning area that you
want to view.
3. Use the Changes From and To fields to select the date range for which you want to display data changes.
4. From the Select Data filter, select at least one object type (key figures, attributes, time, versions, or reason codes).
Note the following:
The key figure filter list shows only stored key figures for which the history has been enabled, along with their dependent calculated key figures.
The attributes filter allows you to select any attributes and also filter for attribute values.
The time filter represents your planning horizon (that is, monthly, yearly, quarterly).
You can use a comma separated list of values to filter by attribute values and time periods.
5. Choose Run .
Step Result

The system displays your specified data changes in the Change History Results screen area. The changes are sorted based on the Change Date
field. You can use this function for key figures at any aggregated level.
You can use operators (such as >, <, >=, <=, and =) or numbers to filter the columns Prior Value , New Value , Difference , and Difference % . For
example, you can use> 10 to filter the Difference % column.
6. Choose Download to CSV to export your data changes to a CSV file.
7. Choose Edit View to modify the displayed data.
When you execute a data load and the data changes, the change appears in the Change History window with the Data Import reason code.

1.5.12 Favorites
The IBP add-in for Microsoft Excel allows you to save planning views of your choice as favorites. Creating favorites enables you to access your most
important planning views conveniently, and to share them with other users.
You can use the Favorites app to access your favorite planning views from the launchpad. The app displays a list of the favorites that you have created in
the IBP Excel add-in, or others have created and shared with you. A favorite appears in your list only if it was created in the planning area defined as your
default in the User Preferences app.
To open a favorite planning view, click its name in the list. The planning view is then downloaded as an offline Excel file. If you modify the file in the IBP Excel
add-in and want to upload your data to SAP Integrated Business Planning, log on using a connection for which your default planning area has been selected
and click Save Data .

Note
You can also view your favorites directly in the IBP Excel add-in, using the Favorites button in the Planning View group. Select the favorite that you
want to view from the drop-down list.

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1.6 Planning with Microsoft Excel


The SAP Integrated Business Planning add-in for Microsoft Excel allows you to review and modify your planning data and run simulations. Depending on the
IBP applications that your company has licensed and configured, it also provides advanced planning functions, such as inventory optimization, and statistical
forecasting methods for creating accurate forecast data from historical sales figures.

Prerequisites
The system administrator has done the following:
Configured the planning model (for example, planning areas, master data, key figures, and calculations for key figures)
Integrated the required data into the system
Set up users and authorizations
For more information, see Administration.

Features
Installing the IBP Excel add-in
The IBP Excel add-in must be installed locally on your computer. You must set up the connection between Microsoft Excel and SAP Integrated
Business Planning. This will give you access to a specific system and planning area. You can then log on to the system and planning area you specified
as a connection in Microsoft Excel. For more information, see Installing the IBP Add-In for Microsoft Excel.
Defining planning views
A planning view is a user-defined data report in Microsoft Excel that allows you to view, edit, and share planning data stored in the database. For
example, if you perform capacity planning, you can define a planning view that allows you to compare the capacity load, required capacity, and available
capacity in particular locations on a monthly or quarterly basis. For more information, see Planning Views.
When you define planning views, we recommend that you use the available planning view templates. Templates are provided for capacity planning,
supply planning, sales forecast, consensus demand, and profit and loss, among others. For more information, see Planning View Templates.
Using planning views
In your planning views, you can do the following, for example:
Edit the data according to your requirements and save the changes to the database, for example, updated forecast quantities or changed unit
prices (see Using Planning Views)
Simulate different planning scenarios and save the changes to the database, or save the simulation as a user-defined scenario that can be shared
with other users (see Simulating Data and Creating User-Defined Scenarios)
Compare different versions in one planning view, for example, upside and downside (see Version Planning)
Note that changes to key figures can be recorded in the change history (see Change History).
Managing master data
You can make ad hoc changes to master data (see Managing Master Data).
Performing advanced planning and forecasting
If your company has implemented the relevant applications and you have the required permissions, you can perform advanced planning and forecasting
from the IBP Excel add-in, either in real time or as a scheduled job. SAP Integrated Business Planning includes sets of algorithms for supply planning,
inventory optimization, and statistical forecasting. You can also create snapshots of key figure values at a specific time in the past. For more
information, see Advanced Planning.

1.6.1 Installing the IBP Add-In for Microsoft Excel


Depending on your companys IT policy, you either install the SAP Integrated Business Planning, add-in for Microsoft Excel yourself, or your IT department
installs it on your computer.

Self-Service Installation of the IBP Excel Add-In


This section is relevant for planners and other users of SAP Integrated Business Planning who install the IBP Excel add-in themselves.

Prerequisites
You have administrator rights on the machine on which the IBP Excel add-in is to be installed.
You have the required permissions to download software from the SAP Service Marketplace, or from the location the system administrator has
configured.
If applicable, you have uninstalled the previous version of the IBP Excel add-in.
The software prerequisites for installing the IBP Excel add-in are fulfilled. You can find the list of prerequisites in SAP Note 2135948

Steps for Installation


1. Click the Install Additional Software tile on the launchpad and click Download .
The .zip file that is downloaded contains the following .exe files:
IBP_Add-In.exe
Use this installer if you want to use the IBP add-in for Microsoft Excel as a standalone installation, for example, if you have no other EPM-based
add-ins already installed on your computer.
IBP_Add-In_SbS.exe
Use this installer if you have other EPM-based add-ins installed on your computer, and want to use the IBP add-in for Microsoft Excel in parallel
with these add-ins.
2. Run the .exe file that is relevant to you and follow the on-screen instructions.

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If the installation is successful, the IBP tab appears in the ribbon the next time you launch Microsoft Excel.

Next Steps
Create a connection to the relevant server (see Creating a Connection to the Server).

Silent Installation of the IBP Excel Add-In


This section is relevant for system administrators who want to perform a remote installation of the IBP Excel add-in on the users system, without requiring
any interaction from the user.

Prerequisites
You have administrator rights on the machine on which the IBP Excel add-in is to be installed.
You have the required permissions to download software from SAP Service Marketplace.
If applicable, you have uninstalled the previous version of the IBP Excel add-in from the users machine.
On the users computer, the software prerequisites for installing the IBP Excel add-in are fulfilled. You can find the list of prerequisites in SAP Note
2135948

Steps for Installation


Follow the instructions in SAP Note 2135948

to perform a silent installation from the command line.

Using the IBP Excel Add-In with Other EPM-Based Add-Ins


You can use the IBP Excel add-in in parallel with the SAP EPM solutions, add-in for Microsoft Office, or with other Excel add-ins that are based on the EPM
add-in.

Prerequisites
1. Install the EPM add-in 10.0, .Net Framework 4.0, Support Package 19 or higher.
2. Run the IBP_Add-In_SbS.exe installer.
3. In case you have several EPM-based Excel add-ins on your machine, specify a worksheet type for the worksheets to be able to work with any of the
add-ins installed.

Parallel Use
When using the IBP Excel add-in in parallel with other EPM-based Excel add-ins, you can switch between the functions of the EPM and the IBP tab by
specifying either IBP or EPM as the worksheet type. When you create an EPM report or an IBP planning view on a worksheet, you can no longer change the
worksheet type.
A workbook must contain worksheets either of the EPM or of the IBP worksheet type.
For more information, see Worksheet Types.

Standalone Installation
You can also use the IBP add-in for Microsoft Excel as a standalone installation. For this type of installation, run the IBP_Add-In.exe installer.

Note
In the standalone installation, the worksheet type is not available. Otherwise, the two installation types of the IBP Excel add-in provide an identical scope
of functionality for SAP Integrated Business Planning.

1.6.1.1 Creating a Connection to the Server


Prerequisites
You have installed the IBP add-in for Microsoft Excel (see Installing the IBP Add-In for Microsoft Excel).

Steps
1. On the IBP tab in Microsoft Excel, choose Log On .
2. In the Logon dialog box, click the value help (...) for the Connection field.
3. In the Connection Manager dialog box, choose Create ... and create a connection as follows:
1. Enter a connection name of your choice.
2. Enter the server URL.
The server URL is provided by your system administrator.

Note
The default option of logging on to an SAP Integrated Business Planning system from the IBP Excel add-in is a SAML-based connection.

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The default option of logging on to an SAP Integrated Business Planning system from the IBP Excel add-in is a SAML-based connection.
When you log on to the system using this connection, you are redirected to an identity provider where you are asked to submit your
credentials. The identity provider then connects you to the service provider SAP Integrated Business Planning system.

Note
Since the IBP Excel add-in does not support proxy authentication, the proxy servers that you use must not require authentication to access
the server URL.
If the system landscape you work in supports direct logon single sign-on certificate, you can deselect the SAML-Based Connection checkbox in
the Connection Manager dialog box, select Client Certificate , and then choose a certificate. In this case, you dont have to provide your user
name and password every time you log on to SAP Integrated Business Planning from the IBP Excel add-in.
3. Either use the default planning area or enter a planning area.
If you need to look up the planning areas, log on with your launchpad credentials when prompted.
Note that a default planning area is available only if you have defined one in the User Preferences app, or the system administrator has defined a
system-wide default planning area.
4. Click OK .
4. In the Connection Manager dialog box, select your connection and choose Set As Default .
5. Add the domain that you specified for the server connection to your browsers trusted sites zone.
Example

In Microsoft Internet Explorer 10, you can add sites to your trusted sites zone by choosing
on the Security tab.

Tools

Internet Options

and then choosing Sites

1.6.2 Planning Views


A planning view is a user-defined data report that allows you to view, edit, and share information directly from the application database and save it back to the
database. All generated planning views can be stored locally as Microsoft Excel data files or shared with other users in the system.

Note
When you define planning views, we strongly recommend that you use one of the available planning view templates. If you do not use a template, your
data will not be formatted.

1.6.2.1 Creating Planning Views


Context
When you create a planning view, you can save it as a favorite. Favorites are available only to you, unless you choose to share them (see Creating Planning
View Favorites). If you have the required authorization, you can also save a planning view as a template. Templates are available to all users and business
roles (see Planning View Templates).
You can have multiple planning views in one workbook, with a maximum of one planning view per worksheet.

Note
Do not use the Move or Copy function of Microsoft Excel to create a planning view by copying. The IBP Excel add-in will not recognize the sheet as a
planning view, and will omit it from the Edit View dialog.
However, the template administrator can copy an empty template sheet from an empty template, and then proceed as with the first sheet with
View
Without Template on Current Sheet
.
If you want to copy a sheet with a chart from an empty template, follow the instructions provided in SAP Note 1790530

New

Steps
1. Log on to your system, and open a workbook in Microsoft Excel.
2. In the Planning Views group, choose the arrow next to New View and select either From Template (which is the default option assigned to the New
View button) or Without Template on Current Sheet .
If you do not use a template and you click a particular cell in Microsoft Excel before you choose New View , the first value in the view will be inserted at
that location, provided there is space for the axes above and to the left. Leave some room for more columns and some empty rows for header
information, and click to put the focus on the cell where you want the data grid to start.
3. Select the version (the base version is used by default), and if you selected From Template , select the required template.
You can also specify a scenario (see Creating User-Defined Scenarios). In case the supply planning (SCM) operator is assigned to the planning area for
which you are creating the planning view, you can also specify the planning scope (see Supply Planning Algorithms).
If no templates are available, contact your system administrator.

Recommendation
We strongly recommend that you use an available template. If you do not use a template, your data will not be formatted.
4. Check the settings derived from the selected template, or if you are not using a template, make the required settings.
If you have selected a template with multiple views, you must check the settings for each view. If required, you can define different settings per view, for
example, different planning levels or key figures. If you change time and key figures in a template, note that any chart or key figure formatting in the
template may be affected.
You can make the following settings:

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Time
If you want the horizon to adjust automatically, select Yes under Rolling . The application then automatically adjusts the From and To values
each period.
Planning level
Key figures
In addition to selecting the required key figures, you can specify a conversion value (for example, currency or unit of measure). The system
administrator must configure the field name and the conversion in the model configuration.

Note
Before you run a simulation using a forecast model that requires conversion (such as unit of measure conversion or currency conversion), you
must specify a conversion value.
Layout
If you have the required authorization, you can change the axes (row or column) of key figures, attributes of levels, time periods, and versions.
Filter
If you create a planning view using a template, the template may have predefined filter criteria that are transferred to the planning view you create.
You can also save filters, and you can access them in the Planning Filters app as well. This enables you to reuse the same filter across all your
views and quickly switch between several predefined filters when working within one view. You can also reuse filters in other contexts, for
example, for copying versions, or for selected jobs that you trigger from the Advanced group (the availability of the filter depends on the algorithm
used for the job).
Alerts
To have the system format the cells associated with an alert, choose the alert calculation, key figure to highlight, color for highlighting, and, if
applicable, version and scenario. The system only offers alerts applicable to the key figures in your planning view. Check the alert overview on the
Alerts tab to find out which key figures are referenced by the alert that you want to use.
To show the alert on the alerts dashboard, the planning view must be a favorite. Enter a unique name for the alert, then update or add your
favorite.

Note
The IBP Excel add-in does not support alert key figures that are calculated at REQUEST level.

Caution
If you choose a template after making the above settings or if you choose a different template, the settings in the template will overwrite your
settings.
5. Choose OK .

Result
The system displays the latest data based on the template you selected or on the settings you made. If you did not use a template, you can adjust the
position of the planning view by adding or deleting rows or columns above or to the left of the planning view.

Note
If several unwanted rows are added to the view when you enter a formula adjacent to the data in the view and then refresh the view, deselect the Activate
Local Member Recognition checkbox. For more information, see EPM Sheet Options.
If you do not use a template to create a planning view, see Adding Column Headers to a Planning View and Creating a Header Section in Your Planning
View for information about adding columns and section headers to blank templates.

More Information
Filters in Planning Views
Planning Filters

1.6.2.1.1 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. Template
administrators can add new templates, and edit or delete existing templates. This requires the authorization to maintain planning view templates. Such
authorization should only be assigned to template administrators, not to all end users.
When a user creates a planning view based on a template, the system defaults settings, such as time, key figure, and planning levels from the template. The
new planning view is based on the templates 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.
If no templates are listed when you choose Templates in the Template Admin group, contact your template administrator.

Note
Model SAP1 has templates.
If you know that an attribute description has been changed in the configuration in the Web client, but the changed attribute description does not appear in the
templates or in your favorites in the IBP Excel add-in, try clearing the metadata cache. For more information, see Clearing the Metadata Cache.
If you want to transfer SAP standard templates to your planning area, see SAP Note 1790530

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Adding Column Headers to a Planning View


Context
If you do not use a template to create a planning view in the IBP Excel add-in, you can add column headers to your planning view columns.
In the empty cell above each column of data, you can enter the placeholder names provided by the add-in (SOP_Heading1, SOP_Heading2,
SOP_Heading3, and so on), preceding each one with an equals sign (for example, =SOP_Heading1 ).

Note
This procedure is not relevant if you use a template to create a planning view.

Steps
1. Open the relevant planning view in the IBP Excel add-in.
2. Starting from the column closest to the data grid (the rightmost column), enter =SOP_Heading1 and fill all column headers until you reach the edge of
your worksheet, increasing the number at the end of =SOP_Heading with each new column.

Creating a Header Section in a Planning View


Context
To decouple the formatting of the header section from the changing width of the report columns, you can merge the cells in the header section across the top.

Note
This procedure is not relevant if you use a template to create a planning view.

Steps
1. Open the relevant planning view in the IBP add-in for Microsoft Excel.
2. Select and highlight the empty cells at the top of the planning view that you want to format as your header section.
3. Choose
Merge &Center
Merge Across
.
The selected cells are now merged.
4. Set the column width to 2 by selecting all merged cells and choosing
Format
Column Width
.
This is a workaround for an issue related to the auto-width feature for merged cells.
The IBP Excel add-in provides additional names that you can use for your headers. You can use the Microsoft Excel AutoComplete feature or the Name
Manager (found in the Defined Names group on the Formulas ribbon) to get an overview.
For example, some names depend on the implementation (all conversions, such as currency) or on the state of the worksheet (for example,
SOP_Favorite_Name and SOP_Template_Name are only created when the report is uploaded to the server). EPMUser() is a function provided by the
underlying EPM product.
5. Use the features on the Microsoft Excel Home ribbon to format your header text.

1.6.2.2 Worksheet Types


In case your installation of the IBP add-in for Microsoft Excel allows the parallel usage of the IBP Excel add-in with the EPM add-in, or with an Excel add-in
that is based on the EPM add-in, the worksheet type is an essential attribute of a worksheet in your workbook.
The worksheet type determines whether the functions of a specific Excel add-in are available on a Microsoft Excel worksheet. To be able to use the functions
provided by the IBP Excel add-in, on the EPM tab, you must specify IBP worksheet under Worksheet Type . After you specified IBP worksheet as the
worksheet type, the IBP tab becomes active, and you can log on to your SAP Integrated Business Planning system (you may have to create a connection
first).

Note
You can have worksheets of the same worksheet type within a workbook.
You can change the worksheet type as long as you have not created an EPM report, or an IBP planning view on the given worksheet.

Setting IBP Worksheet as the Default Worksheet Type


To set the IBP worksheet type as the default worksheet type, choose
Options
Sheet Options dialog box, select IBP Worksheet under Worksheet Type .

Sheet Options

in the Tools group on the EPM tab. In the EPM -

1.6.3 Using Planning Views


Once you have created planning views, you can edit the data, for example updated forecast quantities or changed unit prices, according to your business
needs, and save the changes to the database. The following sections describe some of the functions that you can use while working with planning views.

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1.6.3.1 Filters in Planning Views


When you create a planning view from a template, the template may have predefined filter criteria. You can edit some of the filter criteria, while others may not
be editable.
In addition to the predefined filter criteria coming from the template, you can add additional filter criteria, or you can decide to apply a saved filter on the data
when you create the planning view. In this case, the system merges the criteria from the template and from the saved filter.
If the same attribute is defined as a filter criterion in the predefined filter in the template as well as in the saved filter, the following applies:
In case the given criterion is noneditable in the predefined filter in the template, then the system takes the criterion from the template.
In case the given criterion is editable in the predefined filter in the template, then the system takes the criterion from the saved filter.

Note
Once you have created a planning view, the filters that were predefined in the template are not binding any more. You can apply any filter criteria you want
on the planning view.
If you choose a saved filter to filter your data in your planning view, the previously set filters are completely disregarded (it does not matter if their source
was the template or another saved filter), the system applies the newly selected filter only.
You can create filters in the Planning Filters app as well, and you can apply them as you apply any other saved filter.

Displaying the Filter Criteria on a Planning View Worksheet


You can use the following named cells to display information about an active filter on the planning view worksheet:
SOP_Filter (an array)
SOP_Filter_Criteria_Count (a number)
SOP_Filter_Name (a string)
Use these named cells at the worksheet level.
For more information about using the named cells, see SAP Note 1790530

, which contains an example template detailing how to use the named cells.

More Information
Planning Filters

1.6.3.2 Creating Planning View Favorites


When you create or edit a planning view in the IBP Excel add-in, you can save the view as a favorite. You can also share favorites with other users or user
groups. The functions for creating, opening, and sharing favorites are provided in the Planning View group in the Excel ribbon. You can open only your own
favorites or favorites that other users have shared with you.

Note
You can also view the favorites you have created or others have shared with you in the Favorites app, which you can access from the launchpad. For
more information, see Favorites.
When you share a favorite, the recipients can adjust the data in the shared favorite and save the changes to the database (for example, changed forecast
quantities or prices). However, note the following:
Although the recipients can adjust the settings (for example, display additional key figures), they cannot save these changes permanently by updating
the shared favorite.
If you share a favorite that has alerts, the alerts will not appear on the recipient's dashboard.
Recipients cannot share the favorite with other users. They can, however, save the shared workbook as their own favorite, which enables them to update
and share according to their requirements.
For security reasons, the system erases all figures when you share a favorite. When a recipient opens a shared favorite, the system checks if the
recipient has the required permissions before loading the figures.
If you have the appropriate authorizations, you can also create templates based on a planning view (see Planning View Templates). Templates can be viewed
by all users.

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