bi integrated planning

India SAP CoE, Slide 1

BI Integrated Planning


BI Integrated Planning (IP)

SEM - BPSSEM - BPS

BI-Integrated Planning

BW- BPS

SAP NetWeaver2004s

SAP NetWeaver

2004

BI-IP remains functional. Maintenance is ensured by SAP

Q1/2004 Q4/2005

SEM-BPS becomes BW-BPS



1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


Purpose Use Challenges

Prepare Me


Purpose

Integrated Planning (BI-IP) enables you to produce planning applications. You can either develop your own planning application or use the Business Content delivered by SAP.

The functionality of Integrated Planning is not restricted to Finance & Controlling.

To achieve a full and integrated planning, other areas such Logistics,Human Resources and Customer Relationship Management have to be included in the planning cycle.


Use

Integrated Planning (BI IP) enables you to produce a group-wide strategic business plan.

The business plan adds an overall plan to the detailed plans that have been put together using the transaction systems' components.

The aim of strategic Integrated planning is to produce a consistent and realistic plan from various perspectives.

The plan should improve the efficiency of the enterprise and the management process.


Challenges


Capabilities BI integrated Planning


Architecture in Details: BW and BPS


Evolution of the architecture


BI Planning Architecture


BI Planning Architecture - Impact


Positioning of IP

Planning supports the decision making, the coordination of different divisions toward a

common goal and defines general conditions for the operations.

Execution involves all steps necessary for the actual value creation of the company.

Reporting tracks all transactions incurred by the execution processes.

Analysis is focusing on calculation the achievement of objectives, seeking out causes

for deviations or opportunities to put more focus on. The result of the analysis is measured versus the company mission and leads to an evaluation of overall goals and actions to be taken in order to steer the course.


Types of Plan


1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe

Tell Me


What is SAP BI-IP ?

With SAP BI-IP, SAP delivers tools for generic planning, supporting a planning process that allows for the construction of a planning model. This model integrates global strategic planning and specific operational planning problems in a closed-loop process, with a strong focus on business processes across the enterprise.


Difference between BI & IP ?

The BI is use to store large amount of Enterprise data according to module collected from various source systems & provide it in summarized form to various analytical applications the BI stores data in the manner that it can be easily retrieved and displayed to end user in for analysis .

The reports may be generated in excel format or as web page .


IP is a planning application. It provides environment for creating planning applications like Balance sheet planning budgeting, Investment planning etc. the BI store Master And transaction Data( actual data ) the Planning data is Entered through IP into what we call as Real time info cubes cubes.

We can also use actual data do some forecasting on it (apply planning functions on it and store it as plan data this plan data can be used for further reporting purpose by the enterprice).

Difference between BI & IP ?


SAP BI-IP helps you plan, budget, and forecast by providing functions such as:

Top-down planning and bottom-up contribution with a rich set of planning functions.

A planning framework that lets you create and maintain planning models.

A user interface for manual planning and analysis.

Tools for process control (i.e., status tracking and monitoring).

BI – IP


Show Me

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


Planning model overview Design

Planning Model Aggregation level and Filter Variables Locking Characteristic Relationships & Data slice


Architecture for BPS & IP


Flow of IP

PLANNING MODELER

AGGREGATION LEVEL & FILTERS

PLANNING FUNCTION

PLANNING SEQUENCES


Planning Modeling Requirements


If you want to do planning, you will have to find out which different levels in your enterprise are

involved in planning. The upper slide shows three levels: the manager, the regional manager, and the account manager.

These levels depend on each other. They all plan nearly the same, but on a different level of detail. Each level shows the focus of the planner. With each higher level, the data is more and more

aggregated.


Planning Modeling – Real-Time Info Provider


Planning modeling - Examples


Planning modeling


Portal Access


Planning modeling - Aggregation level


Aggregation Level


What is Aggregation level ?


Aggregation level definition


Aggregation level: Example


Filter: Definition


Filter in details


Filters creation


Additional settings


Filter: Example


Variables


Variables Overview


Creating Variable


Creating a Variable


Variables


Locking: Business example


Planners lock each other


Locked Selection(1)


Locked Selection(2)


Locked Selection (3)


Display/Delete Lock entry


Finding selections Using the locking service


Finding intersections using the Locking service


Releasing Locks


Locking Relevant Characteristic


Which Implementation to use


Changing the implementation type


Technical information


Locking: Lesson Summary


Characteristics relationships &Data Slices: Lesson Objectives

Discuss why Characteristics relation ships are useful.

Differentiate between various types of relationships.

Use data slice to prevent changes to finalized planning data


Characteristics relationships &Data Slices: Business Example


Data slices vs. Characteristic relationships


Characteristic Relation ship Types


Characteristic Relationship (1)


Characteristic Relationship (2)


Data slices: Based on Selection


Data slices: Based on Exit


Settings


Planning functions & sequences

Contents:o Standard functionso Advanced functionso Planning sequences


Planning functions & Sequences: Unit Objectives

List of new Planning functions Describe how planning select data during

execution Create basic Planning functions Describe the options available for advanced

planning functions Use a Planning sequences in new architecture


Planning functions & Sequences: Business Example


Standard Functions : Business examples


Planning functions: Complexity vs. Functionality


Business Requirements and Their Solutions


Data Selection in Planning Functions


Create a Copy Function


Choose Characteristics to be Changed


Source and Target for Copying


The Revaluation Function: Characteristic Usage


The Revaluation: Characteristics for Conditions


The Delete Function: Key figures


The Delete Function: Characteristics


Query Designer

Contents: Over view of the BEx Query Designer Creating an Input-ready Query


Query Designer :Unit Objectives

Describe the new state-of-the-art user interface Discuss the new features and enhancements in

the query designer Highlight the settings for planning queries List the new Function in the query designer


Query Designer: Business Example


Over view of the BEx Query designer: Lesson Objectives

Discuss the rationale for using the query in Planning

Explain the new features and Enhancements in the Query designer


Over view of the BEx Query designer: Business Example

In BI integrated Planning, Queries are used instead of Planning Layouts for Manual Planning. This new exciting new feature has been long anticipated.


User Interfaces


BEx Query Designer: sate-of-the-Art UI


BEx Query Designer: sate-of-the-Art UI (2)


Creating an Input-read Query: Lesson objectives

Discuss data Flow Identify and list the steps required to create

Query Create a simple, Input-ready query with the

BEx query Designer


Creating an Input-read Query: Business Example

You need to learn how to create an input-read query for your client and your interested in setting to enable planning.

BPS Developers who are creating Layouts needs to know how query designer has changed.


Creating an Input-read Query ( Plan Query)


Creating an Input-read Query (1)


Creating an Input-read Query (2)


Creating an Input-read Query ( Plan Query) (2)


Functionality for BI Integrated Planning


Business Planning Web Application Design

Contents: Web Application Designer Web application for Programming


Business Planning Web Application Design: Unit Objectives

Discuss the new features at a high level Identify the new web items for Planning Create a simple web interface for planning


Business Planning Web Application Design: Business Example


Web Application designer: Lesson Objectives

Describe and demonstrate the some of the new features in Web Application designer


Web Application designer: Business Example

To use web templates for Planning, you need to become familiar with some of the new features of Web Application Designer


User Interface


Designing a Web Application: Key Capabilities


Web Items and Properties in Web Applications Design


Web Application for Planning: Lesson Objectives

Create new Web Planning Template Use the new Web Planning Items


Web Application for Planning: Business Examples

Many Planning users also use the Web and would like to carry out manual planning functions by using similar templates created in WAD


Creating a simple web application


Select Analysis Grid


Select Dropdown box


Select Button Group


Command Wizard


Web Application


Implementation Option Feature Comparison

Contents: Upgrading BPS to NetWeaver 2004s New BPS features of NetWeaver 2004s Implementation of options from BPS to BI

Integrated Planning


Implementation Option Feature Comparison: Unit Objectives

Describe the options for upgrading to NetWeaver 2004s

Identify the BW objects that can be re-used and the new BI Integrated objects

Discuss the new BPS features


Implementation Option Feature Comparison: Business Example

You need to identify a course of action for your customer who currently use BPS and want to use BI Integrated Planning


Upgrading BPS NetWeaver 2004s: lesson Objectives

Discuss the options for carrying out planning Identify the implications of upgrading to

NetWeaver 2004s


Upgrading BPS NetWeaver 2004s: Business Example

You currently use BW BPS 3.5 or SEM BPS and you want to Bi Integrated Planning in Net Weaver 2004s


Upgrade Overview (1)


Running BPS an BI Integrated planning in Parallel


Upgrade Overview (2)


New BPS Features of NetWeaver 2004s: Lesson Objectives

Split plan reference data in manual Planning Discuss the formula enhancements Explain new overview report


New BPS Features of NetWeaver 2004s: Business Example

Those customers who currently use BPS need to be informed of some important enhancements.


New BPS Features of NetWeavr 2004s BI


Typical Web-based User interface (Based on BPS)


Typical Web-based User interface (Based on BPS) (2)


Implementation Comparison of BPS and IP


BI Integrated Planning Example for Migration Results


Additional New Options for Planning


Migration Overview


Implementation Options from BPS to BI Integrated Planning: Lesson Objectives

Discuss reasons to make conversion Compare the implementation options between

BPS and BI Integrated Planning Discuss " How To" Papers for using BPS

customizing in Bi Integrated Planning ( data slice, characteristic relationships and Planning functions)

Explain the Additional new options for Planning


Implementation Options from BPS to BI Integrated Planning: Business Example

Your customers, who currently use BPS, are considering converting to BI integrated Planning.


STS: New Customising Options for Integrated Planning


STS: New Customising Options for Integrated Planning (2)


Conclusion


Recommended follow-up Activities


Summary- BI Integrated Planning


Further Information

bi integrated planning

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