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Creating a Planning Model in SAP Analytics Cloud

Learning Article
  • In SAP Analytics Cloud, there are two types of models:

    • Analytic models
    • Planning models

    Analytic models allow you to clean your data and prepare it for story mode. Here, you can define measures and dimensions, create calculations, set up hierarchical relationships, geo-enrich your data, and more.

    Planning models allow you to do everything analytic models do, but they also give you a more control with your data such as setting up budgets and forecasts, creating your own versions of model data, copying and pasting data, and using spreading, distribution, and allocations features.

    NOTE: only planning licenses with allow you to access planning models.

    Next Section: Creating a Planning Model
  • From the main menu, go to Home > Create > Model . Select the Start with a blank model option and give a name to the Model.

     

    Provide a name to the Model and check the Enable Planning option

    To create a Planning Model, we need to select the Enable Planning option. If this option is not selected then by default Analytical Model will be created.

    Prev Section Next Section: Setting Preferences
  • The Preferences option allows you to configure your model to fit your custom settings. To do this, select the Wrench icon as shown in the Figure 4.

    The Preference dialog appears, enabling you to select a default currency, data audit, privacy, and currency conversion.

    Default currency –set the default currency to be applied to the data in the model

    Audit – enable this option to record any changes made to the model

    Privacy – enables permission of the model so that it will only be visible to the owner or the creator.

    Currency conversion –displays values in different currencies

    Maximum Currency Conversion limit –shows the number of different currencies that can be displayed simultaneously side-by-side in a table.

    Pre-converted Actuals –enables pre-converted values shown as separate measures i.e. one measure for pre-calculated data and one for the local currency data. This is only applicable for the “Actuals” data. Only when currency conversion is enabled.

    Prev Section Next Section: Time dimension
  • In planning models, you need to define the settings for the Time & Categories dimension. The time dimension determines the range of your data such as how far into the past and how far into the future you can plan.

    After selecting the Time dimension parameters, you can define the versions frequency such as Monthly for Actuals, Quarterly for Budgeting, Yearly forecasting and so on depending on your Planning requirements. The Time and Categories dimensions are proposed by systems unlike other dimensions where you must create each dimension manually.

    Prev Section Next Section: Creating a new dimension
  • To create a new dimension, click the + icon beside the Account dimension. You’ll have the option to create a new Account Dimension or select an existing Account Dimension.

    If you create the Account dimension as a public dimension, then you can share the Account Dimension between models. Otherwise it will only be available to the model in which you create.

    Select Create a new Dimension and enter a Name and Description. The Type should be Account and is automatically selected…

    If you want to share the dimension between models, check the option Create as Public Dimension.

    If you want to apply restrictions to the data, check the Enable Data Access Control option. When you check this option, you will see additional columns in the dimension i.e. Read and Write columns. Using these columns, you can apply the restrictions on data at the row level. If you do not check this option while creating the dimension, you can always enable it once the dimension is created by going to dimension preferences.

    Other settings are available at the dimension level are:

    Setting the Threshold: sets the Threshold or Apply conditional formatting on Accounts. This option is only available in the Account dimension. You can set the conditional formatting on Accounts at the story level or in the Model itself. By setting the Threshold in the Model , it would apply the conditional formatting to any stories where the Dimension or Model is used .

    Add columns and Rows: adds additional columns and rows

    Copy Rows icon: copies the row

    Delete Rows and Columns: deletes rows and columns

    Prev Section Next Section: Adding data to the account dimension
  • There are two ways to add data to the account dimension — either type the members directly in the grid or import data from Excel in the same format as the account dimension and copy and paste the members in the dimension grid.

    Any errors will be highlighted in pink. In Figure 14, the Unit and Currency cells show a %, but the Aggregation type is set to SUM which is incorrect.

    On the right-side panel, the details of the selected account member and the complete hierarchy are shown to ensure the hierarchy is correct.

    Select one account member to see more details about the Account.

    Creating the dimensions workflow is similar for all the dimensions, but we will just create one more required dimensions briefly within the Planning Model.

    Prev Section Next Section: Creating an organizational dimension
  • For analytical models, the organizational dimension is optional, but it’s one of the required dimensions for planning models. This dimension defines the organizational structure and helps in the analysis of the account data.

    Prev Section Next Section: Creating a generic dimension
  • A model can have multiple generic dimensions. While creating the dimension, ensure you select the type as “Generic”.

    Once all the dimensions are created, click on the Save icon to create the Model. We have successfully created a Planning model from scratch with Account, Time, Categories, Organizational and Generic dimensions.

    Prev Section Completed