SAP Analytics Cloud Planning: Introduction to Seamless Planning

SACP21
SAP Analytics Cloud Planning:
Introduction
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.
PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
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Course Version: 42
Course Duration: 4 Days
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Contents
ix Course Overview
1 Unit 1: Discovering SAP Business Data Cloud
3 Lesson: Introducing SAP Business Data Cloud
11 Unit 2: Introducing SAP Analytics Cloud Planning
13 Lesson: Exploring the SAP Analytics Cloud Planning Process
19 Lesson: Planning Using SAP Analytics Cloud
25 Exercise 1: Create a New Planning Model and Story
35 Unit 3: Planning in Stories
37 Lesson: Creating and Managing Versions
43 Exercise 2: Create and Maintain Planning Versions
56 Lesson: Viewing Version Data from the Planning Model
59 Exercise 3: Optional: View Version Data from the Planning
Model
65 Lesson: Adding New Dimension Members from Data Tables
69 Exercise 4: Optional: Add New Dimension Members
77 Lesson: Performing Manual Planning
85 Exercise 5: Plan in Data Tables
98 Lesson: Using Mass and Fluid Data Entry When Planning in Data
Tables
101 Exercise 6: Use Fluid Data Entry Mode
109 Lesson: Planning Using Inverse Dimension Formulas
113 Exercise 7: Optional: Plan with Inverse Dimension Formulas
121 Lesson: Planning on Multiple Hierarchies and Distributing Data with
Planning Panels
127 Exercise 8: Optional: Distribute Data with the Planning Panel
143 Lesson: Using Seamless Planning with SAP Datasphere
© Copyright. All rights reserved. v

161 Unit 4: Configuring Data Actions
163 Lesson: Exploring Data Actions
171 Lesson: Using Data Actions to Copy Data Within a Model
173 Exercise 9: Create a Data Action to Copy Data within a Model
183 Exercise 10: Run a Copy Data Action in a Story
192 Lesson: Using Data Actions to Copy Data Between Models
195 Exercise 11: Create and Run a Data Action to Copy Data
Between Models
208 Lesson: Using the Visual Editor to Create an Advanced Formula
Data Action
217 Exercise 12: Create and Run a Data Action to Calculate Labor
230 Lesson: Using the Script Editor to Create an Advanced Formula
Data Action
239 Exercise 13: Create and Run a Data Action to Calculate Benefits
247 Lesson: Creating Dynamic Data Actions and Tables
251 Lesson: Creating and Running Multi Actions
255 Lesson: Managing Data Action Performance
265 Unit 5: Allocating Planning Data
267 Lesson: Outlining the Concept of Allocations
269 Lesson: Creating Data Action Allocations
275 Exercise 14: Configure Allocation Data Actions
289 Lesson: Performing Allocations
293 Exercise 15: Execute an Allocation
303 Unit 6: Translating Currencies for Planning
304 Lesson: Configuring Currency Translation
313 Exercise 16: Configure Currency Translation
328 Lesson: Performing Currency Translation
333 Exercise 17: Perform Currency Translation
347 Unit 7: Forecasting and Simulating Planning Data
348 Lesson: Configuring Rolling Forecast Layouts
353 Exercise 18: Create a Rolling Forecast Input Form
363 Lesson: Forecasting with Predictive Analytics
367 Exercise 19: Optional: Create a Predictive Forecast
381 Exercise 20: Optional: Use Smart Predict with a Planning Model
392 Lesson: Simulating with Value Driver Trees
399 Exercise 21: Optional: Create a Value Driver Tree
423 Lesson: Simulating Data with SAP Analytics Compass
vi © Copyright. All rights reserved.

437 Unit 8: Coordinating and Controlling Processes
439 Lesson: Auditing Planning Data
441 Lesson: Validating Planning Data Input
445 Exercise 22: Configure Data Validation Rules
461 Exercise 23: Perform Data Validation
478 Lesson: Implementing Data Locking for a Model
483 Exercise 24: Configure Data Locking
495 Exercise 25: Perform Data Locking
506 Lesson: Using Calendar Processes
519 Exercise 26: Create and Run a Planning Process
© Copyright. All rights reserved. vii

Course Overview
TARGET AUDIENCE
This course is intended for the following audiences:
● Application Consultant
● Technology Consultant
● Industry / Business Analyst Consultant
● Business User
● Business Analyst
© Copyright. All rights reserved. ix

UNIT 1 Discovering SAP Business Data
Cloud
Lesson 1
Introducing SAP Business Data Cloud 3
UNIT OBJECTIVES
● Describe the key functionality of SAP Business Data Cloud in relation to data analytics.
© Copyright. All rights reserved. 1

Unit 1: Discovering SAP Business Data Cloud
2 © Copyright. All rights reserved.

Unit 1
Lesson 1
Introducing SAP Business Data Cloud
LESSON OBJECTIVES
After completing this lesson, you will be able to:
The Advantages of SAP Business Data Cloud
In this lesson, you'll discover the main advantages provided by SAP Business Data Cloud and
its key innovations that meet the challenges of organizations that want to make data-driven
decisions.
Figure 1: SAP and the New Era of Enterprise Management
Organizations that make data-driven decisions today face three big challenges:
1. Uncover the hidden potential in their business by unlocking seamless access to critical
insights.
2. Boost confidence in their data quality and integrity to empower data-driven decisions.
3. Harness the power of fragmented, unstructured data sources and turn them into valuable
business insights.
SAP Business Data Cloud was built to address these key challenges.
SAP centralizes data from SAP and non-SAP sources into a unified semantic layer, unlocking
a new dimension of insights, advanced analytics, and AI capabilities. By integrating cross-
company data, businesses gain actionable intelligence to bridge transactional processes and
drive AI-powered growth. SAP’s AI agents leverage accurate, context-rich data from both SAP

and non-SAP systems to deliver advanced automation, seamless cross-solution
collaboration, and innovative decision-making, enabling businesses to adapt, innovate, and
thrive at scale. Every part of the business is deeply connected, driving today’s digital first
world.
Note:
Feel free to get a comprehensive overview of SAP Business Data Cloud and
discover its features: Demo: SAP Business Data Cloud
Figure 2: SAP Business Data Cloud
Let's introduce the core innovations of SAP Business Data Cloud that drive these changes.
One solution for all data and analytics requirements
SAP Business Data Cloud is a Software-as-a-Service solution equipped with data and
analytics services needed in a modern world. Together with SAP Business Technology
Platform providing foundational services, SAP Business Data Cloud combines strategic
solutions such as SAP HANA Cloud, SAP Datasphere, and SAP Analytics Cloud and their
capabilities in one single solution.
Single solution for diverse audiences and use cases
What makes SAP Business Data Cloud so powerful, is that it offers the tools and technologies
to meet all data and analytics requirements of a modern and agile organization. It uses the
latest technology to support scenarios such as:
● Out-of-the-box reporting.
● Machine learning and artificial intelligence.
● Advanced data modeling and data warehousing.
● Powerful planning and reporting.
● Intelligent data management.
SAP Business Data Cloud provides data warehousing features including a manual data
integration and data modeling approach, AI and machine learning based extensions of data
models as well as innovative out-of-the-box reporting capabilities side-by-side. With this wide

range of functions, it covers all the requirements of a modern data and analytics solution and
thus serves different target audiences with different requirements.
End-to-end data lifecycle managed by SAP
One of the core innovations of SAP Business Data Cloud is that SAP's role as a provider goes
beyond the tasks that maintain security, availability, and performance in a Software-as-a-
Service landscape. Rather, SAP uses its knowledge and experience to bundle, integrate,
harmonize, and transform customers' business data across different business applications
such as SAP S/4HANA, SAP Customer Experience or SAP SuccessFactors in an
unprecedented approach. To prepare for seamless use across all SAP Business Data Cloud
scenarios and third-party tools, the business data that is managed by SAP is integrated into a
hyperscaler environment, and undergoes cleansing, harmonization, and enrichment.
Out-of-the-box reporting
A key highlight of SAP Business Data Cloud is its out-of-the-box reporting capability, featuring
Insight Apps, which create business insights with a single click, empowering informed
decision-making. The concept of this feature is based on predelivered artifacts and objects
that may remind you at the first glance on the well-known business content in SAP BW/
4HANA, SAP Datasphere, or SAP Analytics Cloud. But there's a significant difference to the
existing concepts. Unlike before, all artifacts, objects, and process steps for a ready-to-
consume full-stack application are included and fully managed by SAP. Specifically, here is
what happens when you install an Insight App:
● Automated creation of artifacts across all tools and components.
● Automated data management steps.
● Automated data provisioning from data source to dashboard.
● Automated ready-to-consume business insights.
In this lesson, you learned about SAP Business Data Cloud's core innovations with the wide
range of functionalities such as the out-of-the-box reporting with Insight Apps, and the main
advantages provided by SAP Business Data Cloud.
Architecture of SAP Business Data Cloud
This lesson offers an overview of SAP Business Data Cloud's architecture, introducing you to
the core components and their respective tasks, and helping you understand how they work
together to enable business insights and decision-making.
Lesson: Introducing SAP Business Data Cloud

Figure 3: SAP Business Data Cloud Architecture
As illustrated in the graphic, the SAP Business Data Cloud system landscape consists of
different interconnected components. Each component plays an important role in SAP
Business Data Cloud, with specific tasks that are outlined in the following sections.
Source Systems
We start by examining the source systems, which encompass both SAP systems (for
example, SAP S/4HANA Cloud Private Edition or SAP SuccessFactors) and non-SAP
systems. With SAP S/4HANA Cloud Private Edition serving as an example, the data journey
begins when SAP bundles customer business data, making it available for various analytical
use cases within SAP Business Data Cloud. Entities such as tables and views are combined
and made available to represent a specific business scenario (for example, working capital)
before the data is replicated to SAP Business Data Cloud.
Foundation Services
When analysis is required, the bundled data from your source system (for example, SAP S/
4HANA Cloud Private Edition) is replicated into the Foundation Services of SAP Business
Data Cloud. This data is then harmonized with other relevant business data from other
business applications, transformed, and enriched to become a Data Product. From this
moment on, it is located in a hyperscaler environment based on SAP HANA Cloud, Data Lake
files and is ready to be used for every use case that is supported by SAP Business Data Cloud.
What this means for you is that all necessary data management steps such as integration,
transformation, cleansing, and so on are fully managed by SAP.
SAP Datasphere
At the heart of SAP Business Data Cloud is SAP Datasphere, which provides the foundational
structures that define the data model on top of the Data Products. This includes predelivered
Insight App and Data Product scenarios but also scenarios with custom data models that can
be manually extended with machine learning or AI. SAP Datasphere also serves as a central
tool for managing analytical roles and data access control, helping you to determine which
business users can view specific data.

SAP Databricks
An SAP-tailored Databricks component (called SAP Databricks) is used in SAP Business Data
Cloud when extending your analytics with functions that are based on AI, machine learning,
and Pro-Code engineering. There are different approaches to make this possible. On the one
hand, you can share Data Products from SAP Business Data Cloud Catalog with SAP
Databricks, to extend them accordingly and to push them back to SAP Business Data Cloud
Catalog. On the other hand, you can share data directly from SAP Databricks into SAP
Business Data Cloud Catalog. In both cases, your data models can be extended to enrich
classic analytics with insights that are usually implemented by Data Scientists.
SAP BW or SAP BW/4HANA
SAP BW has a rich history in SAP's data and analytics ecosystem, with a large collection of
established, legacy objects. For these reasons, it is integrated into SAP Business Data Cloud if
you use the SAP BW Netweaver Cloud, private edition or the SAP BW/4HANA Cloud, private
edition. The approach makes it possible to technically onboard SAP BW objects into SAP
Business Data Cloud, allowing them to be used as Data Products. Within this framework, SAP
BW is supported until 2030, but we recommend taking the modern approach with SAP BW/
4HANA as soon as possible.
SAP Analytics Cloud
SAP Analytics Cloud stories are used to provide the required dashboard in out-of-the-box
reporting scenarios with Insight Apps. With its advanced visualization and planning functions,
SAP Analytics Cloud serves the business user as a central tool for exploring the requested
business insights or executing planning functions. Furthermore, using SAP Analytics Cloud,
business users can run ad-hoc analysis, explore the provided data with AI-driven chat
capabilities, or act on their insights with AI-driven suggestions, bridging the gap between
analytics and their end-to-end business processes.
Insight Apps
Insight Apps are not limited exclusively to SAP Analytics Cloud. In addition to the analytical
dashboards, or planning templates provided by SAP Analytics Cloud, it is planned to provide
SAP Business Technology Platform based Insight Apps. These SAP managed Software-as-a-
Service applications are delivered in SAP Business Data Cloud to focus on various action-
driven scenarios such as analytics, prediction, or forecasting.
SAP Business Data Cloud cockpit
The SAP Business Data Cloud cockpit has an important role in the overall SAP Business Data
Cloud landscape. With this tool you can browse and find predelivered Insight Apps and Data
Products, install Insight Apps, and share Data Products with SAP Databricks to be able to
extend them with AI, and machine learning capabilities.
In this lesson, you discovered the overall architecture of SAP Business Data Cloud and the
main tasks of each component.
Additional Learning
SAP Business Data Cloud and its associated data engineering and data analysis components
(including the new Insight Apps) are covered in more detail in the Introducing Business Data
Cloud learning journey.
Lesson: Introducing SAP Business Data Cloud

LESSON SUMMARY
You should now be able to:

Unit 1
Learning Assessment
1. What are the primary purposes of SAP Business Data Cloud?
Choose the correct answers.
X A To provide foundational services for data and analytics scenarios.
X B To act solely as a data storage solution without analytics capabilities.
X C To provide a homogeneous system landscape for data, functions, and use cases.
X D To provide mainly manual data integration scenarios.

Unit 1
Learning Assessment - Answers
1. What are the primary purposes of SAP Business Data Cloud?
Choose the correct answers.
X A To provide foundational services for data and analytics scenarios.
X B To act solely as a data storage solution without analytics capabilities.
X C To provide a homogeneous system landscape for data, functions, and use cases.
X D To provide mainly manual data integration scenarios.
SAP Business Data Cloud provides a homogeneous system landscape for data, functions,
and use cases and serves as a solution that provided foundational services for data and
analytics use cases.

SAP Analytics Cloud Planning: Introduction to Seamless Planning

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