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Creating a Planning Model

Learning Article
  • There are two kinds of available models: analytic and planning models. This article will focus on planning models, but we’ll also touch briefly on analytic models.

    Analytic Models

    Analytic Models are generally the default model in SAP Analytics Cloud. They must have an account dimension but can also include any number of generic dimensions. Analytic Models are used for cleaning your data and preparing it for story mode. When working with analytic models you will also create calculations, set up hierarchical relationships, geo-enrich your data, and more.

    Planning Models

    Planning models must consist of time, category, and account dimensions. They can also have any number of generic dimensions. Planning models allow you to do everything analytic models do, but give you more flexibility with your data. Planning models come with categories set up for budgets, plans and forecasts, and make it easy to create your own versions of model data. Other features include copying and pasting data, performing complex custom operations using data actions, spreading, distributing, and other allocation features.


    Creating a Planning Model

    There are a few different ways you can create a planning model: starting from a blank model, importing a file from your computer, or by importing data from a connected data source.


    Starting from Scratch

    To build from a blank model, you’ll select Start with a blank model. This gives you complete control over all accounts and dimensions. Additionally, this model will automatically be planning enabled.

    For a video tutorial of this process, check out this walk through.

    After selecting “Start with a blank model,” choose a name.

    In the same window, move down and select Planning and Time range. This is where you will define the time range for your dataset. Additionally, adjust any other settings in this window that you may want to turn on or off.

    You will also need to ensure your model has an account dimension. To add one, select the plus icon, select Add new Dimension and type in a name.

    Alternatively, if you would like to add a dimension from a list of public dimensions already in your SAP Analytics Cloud instance select Add existing dimensions.

    You also have the option to add your organization dimensions, or any other dimensions from this screen.

    For more detailed instructions, and to learn more, check out the help documentation.


    Importing a File

    To create a model from a file select Import a file from your computer and select the file you would like to work with. Hit Import. 

    To ensure your model is configured for planning, check that the Enable Planning box is selected. You will need to select the date dimension from your data at this point as well.

    Proceed with any further data necessary data preparation. This includes transformations, hierarchies, geo-enriching and more. Check out this documentation for instructions on data preparation.

    Modeling from a Data Source

    To model from a connected data source, select Get data from a datasource. To find your selected connection, use the filters on the right-hand side to narrow down your selection. Select the connection type by clicking on it.

     Once you have selected your connection type, you’ll need to select your specific connection.

    If a connection is not set up, refer to the connections guide for your specific connection type.

    Depending on your Acquired connection type, you will need to follow slightly different steps. Refer to the Importing Data guides for a step by step walkthrough.

    Trial Users

    If you’re a trial user, your data connectivity options will be more limited. Try starting a blank model, and importing an excel sheet to get started. You also have the option to implement a BW live connection for BI purposes. Please note that only import data connections are supported for planning.