sap analytics cloud advancedplanning-планирование в облаке · 2019-05-13 · sap...

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Dugarov Alexey, SAPApril 19, 2019

SAP Analytics CloudAdvanced Planning - планирование в облаке

2PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

1. Сценарии планирования на базе SAP Analytics Cloud

2. Функциональные возможности Advanced Formulas & Data Action

3. Демо

4. Best Practice в написании формул

5. Roadmap SAP Analytics Cloud и развитие планирования на его основе

1. Сценарии планирования сSAP Analytics Cloud Planning


1. Корпоративное планированиеРаньше

Приложение планирования, встроенное в S/4HANA Cloud и другие облачные приложения

N/A

Автономное локальное приложение

Приложение планирования, встроенное в S/4HANA (локальная установка) BPC Optimized

BPC (all versions)

Автономное приложение для планирования в облаке (SaaS) Analytics Cloud


Клиенты, которым требуется локальное решение

1. Корпоративное планированиеСейчас

BPC*

Приложение планирования, встроенное в S/4HANA Cloud и другие облачные приложения

Analytics Cloud

*BPC optimized can still be used for real-time planning on SAP S/4HANA on premise and BPC for BW/4HANA is recommended for standalone on premise deployments


Analytical Reports Planning Input Forms

SAC/DBR dashboards Cost center

KPI and financialstatement reports Profit center

Trend reports Balance sheet

Variance reports (Actual vs. Plan,

YOY)Currency rate

Reconciliation Compensation planning3

2. Финансовое планирование и анализ для S/4HANA

Best in class business intelligence, planning, and predictive for S/4HANA1

S/4HANA SAP Analytics Cloud

1. Integration parity between S/4HANA on-premise and cloud with SAP Analytics Cloud with S/4HANA release 1809 (This is separate and distinct from support for S/4HANA via BPC Optimized write-back.)

2. Balance sheet/cash flow planning content is targeted for S/4HANA Cloud 18083. Workforce Planning for S/4HANA Cloud is targeted for 1811

Cash Flow

SuccessFactors

Master Data Transaction DataG/L Account

Company CodeCost CenterProfit Center

Functional AreaTrading PartnerWBS Element

Actual G/L activity by period from S/4HANA

Cloud and other sources

Plan/Forecast data from SAP Analytics

Cloud

Job ID, Job Classification, Company, Cost Center, Location, FTE, Salary

Live Analytics

Profit & Loss

Balance Sheet

Cash Flow2

Profit & Loss

Balance Sheet2

Employee Central

Workforce Plannng3

Financial Planning


Планирование и прогнозирование в SAP S/4HANA и SAC

BPC integrated in

S/4HANA Finance

(Odata)

SAP Analytics Cloud for Planning

Allocations

API

Embedded

Analytics

Production Orders,

CPM, …

Customer

applications or files

Flexible modeling and simulation

End-user and process driven

Enabling closed-loop performance management

• Real-time transactional data

access

• Immediate update of plans

and forecasts

• Full integration of different

planning models

• Planning at any level of detail

and aggregation on the fly

• Embedded predictive

algorithms and simulation

capabilities

S/4HANA

Universal Journal

Planning persistency


3. Функциональное планирование в решениях SAP

• Планирование в масштабах всего предприятия с помощью SAP Analytics Cloudи SAP Integrated Business Planning для логистической цепочки и УЦП

• SAP Analytics Cloud и поддержка других процессов планирования (roadmap)

• Интеграция SAP Analytics Cloud со всеми решениями для планирования

SAP Digital Boardroom

SAP Analytics Cloud

Планирование продаж

Финансовое планирование

Укрупненное планирование сбыта и производства

Планирование маркетинга

Планирование персонала

SAP Analytics Cloud

SAP Analytics Cloud / SAP Hybris*

SAP Analytics Cloud / SAP CallidusCloud*

SAP Analytics Cloud

SAP Integrated Business Planning

Планирование производства

SAP S/4HANA

*Планируемая интеграция


Текущие клиенты, которые используют

4. Гибридная архитектура для BPC

SAP S/4HANA Cloud SAP S/4HANA

Planned to become available with SAP S/4HANA 1809

Planned to be available with SAP S/4HANA 1805 and

SAC Wave 12 (June 2018)

Point Solution*

.

*Customers whose requirements are not currently, nor expected to be a fit for SAP S/4HANA (including a Central Finance environment)

SAP Analytics Cloud Planning

SAP BPC, optimized for SAP S/4HANA for on premise

requirements.

SAP BPC, version for BW/4HANAfor on premise requirements.


Integration of Planning Scenarios with SAC

SAC

Client

Model

Engine

Model

S/4 HANA Cloud

Engine

Client

Model

BPC Standard

Engine

Client

Model

S/4HANA on premise

Engine

Client

Model

BPC Embedded

Import/Export

Import/Export Import/Write-Back

Live Connection


5. Использование в Application Design

STORY

Integrating Planning Capabilities:

§ Support standard planning features (mass data entry, lock cell,

add comment, planning enabled, data action trigger etc.) via

context menu in analytical applications

§ Enable the planning features like version management, refresh

data, publish /revert data, value lock management etc. as in

story.

§ Additional scripting access to the planning functionalities

APPLICATION

Cover

standard

scenarios

§ Applications and Stories share functionality and widgets

§ Applications and Stories provide same user experience

§ Applications and Stories are different artifacts

§ Applications and Stories are created with different Design

Environments

Cover

custom

scenarios


2. Advanced Formalus & Data Actions


Описание функционала

Advanced Formula Data Action Story


Visual FormulasData Actions

SAP Labs Preview


2019 data

How the “advanced formulas” works

Initialize 2019 plan data from 2018 with 10% increase

Calculate “Revenue” by multiplying “Price” and “Quantity”Model dataLoad data

Required data

(2018 data)Calculation


2019 data



Calculate “Revenue” by multiplying “Price” and “Quantity”Model data

Required data

(2018 data)

Query 2019


2019 Revenue

2019 data



Calculate “Revenue” by multiplying “Price” and “Quantity”

Calculation

2019 Revenue

2019 data

Required data

(2018 data)

Return

2019 Revenue

2019 data

Model data


Сравнение «сложных формул» с формулами в модели

Формула в модели Сложная формула

1. What to calculate(select cells to be calculated)

Select an account member Select a set of cells

2. How to calculate(declare formulas)

Set formula attribute

3. Additional calculation(move, aggregation)

Assign formulas at DATA function

Define parameter of DATA function

Move calculated results of current cells to the parameters

3. ДЕМО

4. Best Practice


General rules

• All calculations in an advanced formulas will be executed sequentially

• No explicit commit required between calculations

• Advanced formulas supports only leaf members that don’t have formula (now)

• There is no “aggregation level” (now) – use fully qualified context always

• Calculation result will be materialized in the model

2019 Revenue

2019 data

Model data


General rules

2019 Revenue

2019 data

Model data

Define calculation scope explicitly by MEMBERSET as long as you don’t want to run it on entire model

IF is the function to manipulate calculation scope for specific calculations

Don’t need to copy “Revenue”


General rules

2019 Revenue

2019 data

Model data

Simplify advanced formulas not to use many RESULTLOOKUP and DATA

Each DATA and RESULTLOOKUP causes query that impacts performance

A calculation that contains many RESULTLOOKUPs could causes performance and memory issues

2 RESULTLOOKUPs involved


General rules

FOREACH could cause performance issue

FOREACH will multiply number of DATA and RESULTLOOKUP

Next iteration can read the calculated result of previous iteration

“Ending” of a month will be copied to “Opening” of the next month


Aggregation (1/2)

90200099 Aggregation

China

Korea

query all accounts at once and move to one account

If there are two Regions (“Korea”, “China”) are in MEMBERSET, …

China

Korea

90200010 90200020 90200030 90200140

+ + +Aggregation

+ + +

China

Korea

90200010

90200020

90200099

China

Korea

Move 90200140

90200130

Much simpler

Better performance

Better Memory consumption

Sum “net available hours”

of all of staffs


Aggregation (2/2)

Exactly same pattern with previous example

Calculate “Personal holiday Infra Factor” by averaging “Personal holidays Infra” for recent 13 months


Member variable

Useful to aggregate values with dimensionality without materialization in the model

Example scenario

Calculate revenue ratio of each product regardless of customer

Aggregate by product

• Need “Total Revenue” for all products

• Need “Revenue” for each products

Aggregate total revenue

Calculate “Revenue Ratio”

Temporal values to be used in calculation


Member variable

Aggregate by product

Aggregate total revenue

Calculate “Revenue Ratio”

Total revenue

Total revenue

Products revenue

Products revenue

Will be gone after calculation

Calculation

Calculation


10 -

- 10

20 20

There is a difference in NULL value in calculation according to operation type.

NULL handling in calculation

Jan Feb

Amount1

Price

Amount2Jan Feb

Tot_Amount

Revenue

Tot_Amount = NULL + 20

Jan Feb

Tot_Amount

Revenue

Working as zero

20


There is a difference in NULL value in calculation according to operation type.

NULL handling in calculation

Jan Feb

Amount1

Price

Amount2Jan Feb

Tot_AmountRevenue

Revenue = NULL * 30

Jan Feb

Tot_AmountRevenue

Working as Null

20 30

200 -

10 -

- 10

20 20

NULL is working as zero

If operator is PLUS or MINUS


If there are values in the calculation scope previously

Calculated result is NULL

Do not delete existing value by Null

Jan Feb

Amount1

Price

Amount2

10 -

- 10

20 20Jan Feb

Tot_AmountRevenue 20 30

200 -

Calculation Result

Jan Feb

Tot_AmountRevenue

-

Jan Feb


200 55- 0

10 5


If there are values in the calculation scope previously

Calculated result is NULL with an option

Set zero instead of Null.

(Null or zero is under discussion)

Jan Feb

Amount1

Price

Amount2

10 -

- 10

20 20Jan Feb


200 -

Calculation Result

Jan Feb

Tot_AmountRevenue

-

Jan Feb


200 50

CONFIG.GENERATE_UNBOOKED_DATA=ON

- 0

10 5


This is the current state of planning and may be changed by SAP at any time

Advanced Formulas

• Delete: • Delete function lets you delete records

• Multi Version Support:• Resultlookup now lets you reference any other version

• Virtual Variable Member:• You can define a virtual variable member to store intermediate calculated values that

can be reused elsewhere when necessary. There is no need to create a temporary member to aggregate and store intermediate calculation values.

• Link:• Like the ability to link to source models utilizing account formulas, you can now use

the link function within advanced formulas to copy or read data from other models.

• Performance Improvements:• With Wave 03.2019 a significant performance improvement has been achieved. You need to re-save your

advanced formula on Wave 03 to benefit from the improvements.


Planning

Data Actions§ Cross model data copy of calculated

members§ Set target currency

Advanced Formulas§ Cross model referencing§ Visual Formulas

Allocations§ Allocation across accounts§ Calculated accounts as drivers

Application Design§ Initial support for Planning models

Data Entry§ Display single unbooked combination§ Manage Data Locks from table§ Copy and paste on restricted

measures

Calendar | Input Task§ Establish chain of reviewers§ Completion options§ Remove assignees

Hybrid Integration§ Integration enhancements for BPC § Run BPC Planning sequences§ Mass Data Entry mode for BPC § Import operational plans from IBP§ Unnbooked support for AO

SAP Labs Preview

5. Развитие планирования с SAP Analytics Cloud


Financial Planning – Core Concept Overview (Cloud)

Planning Core

(ACDOCP)

Bi-directional

General Interface

ProcessIntegrationData

Con

sist

ency

Category Customizing /

Steering

Planning Master and Reference

Data

Analytics

Manage Financial Plan

Data

Intelligent Enterprise

Prediction

Related Contents

(Consolidation, Liquidity Planning)

Universal Allocation

Plan AllocationStatistical Key

FiguresBudgeting

Availability Control

Object Based

Planning

Object Based Planning

CPM Integration

Production Order Plan Integration

Business Planning &

Consolidation (BPC)

SAP Analytics Cloud (SAC)

Planning ContentS/4 Integration

Content

SAP Cloud Platform

(SCP)

SAP Cloud Platform

(SCP)

SAP Cloud Platform

(SCP)S/4

Planning Core

Planning Admin Tools

Generic Interface

Connected Engines

Related Content

Planning Solutions

SAP Cloud Platform

(SCP)

SAP Cloud Platform

(SCP)

Excel (Offline Plan data

Preparation)

Functional Offering

Functionality- Planning, Simulation and Analytics in SAC- Utilization of SCP, BPC, FIORI and Excel

Flexibility- Flexible Planning Functionality in SAC- Generic / Flexible Interface to ACDOCP

Reliability- Data Validation in Generic Interface- Consistent Data Structure in ACDOCP- Admin Functions to ensure Data consistency

Integration- Bi-directional Data Integration for Master and

Transaction Data- Process Integration within S/4

Integrated Business

Planning (IBP)

Product Lifecycle

Costing (PLC)


Financial Planning – Business Process Overview – Vision (SAC)

Strategic Plan – Multi Year Financial Plan – Target Setting – Budget – Revised Budget

SACIBP

S/4HANA

Tactical

Operational

Logistics Planning Financial Planning

Production Cost Planning

Demand Planning

Detailed Scheduling

S&OP

MRP

P&LPlanning

Profitability Planning

Revenue PlanningSales Planning

Cost & Activity Planning

Production Order Planning

TransportationPlanning

Marketing Planning

Balance SheetPlanning

Forecast – Latest Estimate

Cash Flow Planning

Liquidity Forecast

Consolidation (Planning Part)

Liquidity Planning

Related Planning


Project Budgeting


CPM

Personnel / HC Planning

SAC Boardroom / Visual Driver Tree

Planning Core Connected Engines Related Content Planning Solutions

StrategicTactical

Consolidation

CAPEX Planning

Location Planning

Financial Postings

Statistical Key Figures

Statistical Key Figures (Plan)

One ExposureTariffs CommitmentsFinancial Master Data

Cost Center Budegting


Financial Planning – Business Process Overview – Vision (SAC)

Strategic Plan – Multi Year Financial Plan – Target Setting – Budget – Revised Budget

SACIBP

S/4HANA

Tactical

Operational

Logistics Planning Financial Planning

Production Cost Planning

Demand Planning

Detailed Scheduling

S&OP

MRP

P&LPlanning

Profitability Planning

Revenue PlanningSales Planning

Cost & Activity Planning

Production Order Planning

TransportationPlanning

Marketing Planning

Balance SheetPlanning

Forecast – Latest Estimate

Cash Flow Planning

Liquidity Forecast

Consolidation (Planning Part)

Liquidity Planning

Related Planning


Project Budgeting


CPM

Personnel / HC Planning

SAC Boardroom / Visual Driver Tree

Planning Core Connected Engines Related Content Planning Solutions

StrategicTactical

Consolidation

CAPEX Planning

Location Planning

Financial Postings

Statistical Key Figures

Statistical Key Figures (Plan)

One ExposureTariffs CommitmentsFinancial Master Data

Cost Center Budegting

Available -Ongoing

enhancements

Planned forCE 1905

Planned forCE 1908 Roadmap 2019

Not on roadmap 2019

sap analytics cloud advancedplanning-планирование в облаке · 2019-05-13 · sap...

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