012002523100005812682015 e

21
Administrator's Guide Document version: 1.20 – 2015-04-10 SAP APO Demand Planning Add-In for Excel 1.0 CUSTOMER

description

check this

Transcript of 012002523100005812682015 e

  • Administrator's GuideDocument version: 1.20 2015-04-10

    SAP APO Demand Planning Add-In for Excel 1.0

    CUSTOMER

  • Document History

    The following table provides an overview of the most important document changes.

    Table 1Version Date Description1.00 2014-04-30 New document created1.10 2014-09-04 New SAP Notes and Application Help URL added1.20 2015-04-10 New SAP Notes, authorization objects, and prerequisite added, links updated

    2

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.All rights reserved.

    SAP APO Demand Planning Add-In for Excel 1.0Document History

  • Content

    1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    2 Technical System Landscape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

    3 Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    4 Security Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    5 Operation Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    SAP APO Demand Planning Add-In for Excel 1.0Content

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.

    All rights reserved. 3

  • 4CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.All rights reserved. SAP APO Demand Planning Add-In for Excel 1.0

  • 1 Getting Started

    About this DocumentThis document is the single source of information for the implementation of SAP Advanced Planning and Optimization, demand planning add-in for Microsoft Excel (SAP APO demand planning add-in for Excel). It contains implementation, security, and operation information, and is divided into the following main sections: Introduction with references to related documents and relevant SAP Notes System Landscape Installation Information Security Information Operation Information

    Related InformationFor more information about implementation topics not covered in this guide, see the following content on SAP Service Marketplace and on the SAP Help Portal:Table 2Content Location on SAP Service Marketplace

    Latest versions of installation, upgrade, security, and application operation guides

    service.sap.com/instguides

    General information about SAP APO demand planning add-in for Microsoft Excel

    help.sap.com/apodp_addin

    General information about SAP Advanced Planning and Optimization

    help.sap.com/scmserver

    General information about Enterprise Performance Management (EPM)

    help.sap.com/boepm

    Network Security service.sap.com/securityguide

    Performance service.sap.com/performance

    Further Useful LinksThe following table lists further useful links on SAP Service Marketplace:Table 3Content Location on SAP Service Marketplace

    SAP Notes search service.sap.com/notes

    SAP Software Distribution Center (software download and ordering of software)

    support.sap.com/swdc

    SAP Online Knowledge Products (OKPs) role-specific learning maps

    service.sap.com/ekt

    SAP APO Demand Planning Add-In for Excel 1.0Getting Started

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.

    All rights reserved. 5

  • Important SAP NotesYou must read the following SAP Notes before you start the installation. Make sure that you have the up-to-date version of each SAP Note, which you can find on SAP Service Marketplace at service.sap.com/notes.Table 4SAP Note Number Title Description

    1992141 SAP APO demand planning add-in for Excel: Collective Note preparation

    Prerequisite for the collective note

    1971664 SAP APO demand planning add-in for Excel: Collective Note for APO data provisioning layer

    Apply this note if you run one of the following releases of SAP SCM: SAP enhancement package 3 for SAP

    Supply Chain Management (SAP SCM) 7.0 SP04

    SAP enhancement package 2 for SAP Supply Chain Management (SAP SCM) 7.0 SP11

    SAP enhancement package 1 for SAP Supply Chain Management (SAP SCM) 7.0 SP12

    SAP Supply Chain Management (SAP SCM) 7.0 SP15

    1996333 SAP APO demand planning add-in for Excel: Performance improvements

    Information about reducing the runtime during the retrieval of data and selections from SAP APO

    1997661 SAP APO demand planning add-in for Excel: BAdI Enhancements

    Information about implementing enhancements in the data provisioning layer

    1985371 Date restriction error in FM/SAPAPO/MSDP_COLL_DATA_WRITE

    Correction to prevent date restriction error during the saving of time series values for key figures that cannot be changed in the past.

    2004685 BAPI_PBSRVAPS_GETDETAIL2 returns version key figure

    Correction to get BAPI_PBSRVAPS_GETDETAIL2 filter out version key figures if they are not requested during macro execution.

    2057784 Logon to the APO backend failed Correction to prevent failed logon that occurs when the planning book contains a characteristic with more than 1000 characteristic values.

    1978019 Read query on not filled E fact table Correction to prevent an error that occurs when a read access to a standard InfoCube queries an E fact table, but this table is not filled.

    2150292 Demand planning add-in for Excel Patch 1 based on EPM 10 SP20 Patch 1

    Information on the corrections and changes provided by Patch 01 of SAP APO demand

    6

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.All rights reserved.

    SAP APO Demand Planning Add-In for Excel 1.0Getting Started

  • SAP Note Number Title Descriptionplanning add-in for Excel 1.0. Installing the patch is a prerequisite for SAP Note 2140665.

    2150832 Report editing authorization handling - Prerequisite

    Information on the authorization objects that must be generated as a prerequisite of SAP note 2140665.

    2150832 Report editing authorization handling - Prerequisite

    Information on the authorization objects that must be generated as a prerequisite of SAP note 2140665.

    2140665 Authorization checks for report editing and selection usage

    Correction to allow the restriction of report creation and editing, and to make the use of existing selections mandatory for users who are not authorized to change selections.

    SAP APO Demand Planning Add-In for Excel 1.0Getting Started

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.

    All rights reserved. 7

  • 2 Technical System Landscape

    SAP APO demand planning add-in for Excel has the following building blocks: On the backend side, Representational State Transfer (REST) over HTTP services is defined on top of the

    existing SAP APO demand planning features. Existing SAP APO functionality is not changed, but reused and wrapped into SAP APO demand planning add-in for Excel. Service interfaces are defined by the EPM client. Some of the services are extended via the EPM tunnel concept to be able to communicate the necessary information between the client and the server.

    On the client side, EPM defines interfaces and public APIs for modifying the Demand Planning ribbon of Excel and the connection objects, and for manipulating and reaching the data in the reports. Existing EPM functionalitiy is not replaced but extended.

    The following diagram provides an overview of the system landscape for the SAP APO demand planning add-in for Excel:

    Figure 1: Technical system landscape of the Demand Planning add-in

    The following software components are either mandatory or optional, as indicated below, for the technical implementation of the SAP APO demand planning add-in for Excel:Table 5Component Mandatory Optional

    Microsoft .NET framework 4.0 (for Microsoft Office 32 bit and 64-bit versions)

    x

    8

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.All rights reserved.

    SAP APO Demand Planning Add-In for Excel 1.0Technical System Landscape

  • Component Mandatory Optional

    Microsoft Visual C++ 2010 Redistributable Package (x86) for Microsoft Office 32-bit version, orMicrosoft Visual C++ 2010 Redistributable Package (x64) for Microsoft Office 64-bit version

    x

    One of the following versions of Microsoft Excel: Microsoft Excel 2010, 32 bit version Microsoft Excel 2010, 64 bit version Microsoft Excel 2013, 32 bit version Microsoft Excel 2013, 64 bit version Microsoft Excel 2007, 32 bit version

    x

    One of the following releases of SAP SCM: SAP enhancement package 3 for SAP Supply Chain

    Management (SAP SCM) 7.0 SP04, or higher SAP enhancement package 2 for SAP Supply Chain

    Management (SAP SCM) 7.0 SP11, or higher SAP enhancement package 1 for SAP Supply Chain

    Management (SAP SCM) 7.0 SP12, or higher SAP Supply Chain Management (SAP SCM) 7.0 SP15,

    or higherIf this release of SAP SCM is installed, SAP Kernel 720_REL must be installed as well.

    x

    Microsoft Internet Explorer (required for opening the Application Help)

    x

    SAP APO Demand Planning Add-In for Excel 1.0Technical System Landscape

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.

    All rights reserved. 9

  • 3 Installation and Configuration

    The SAP APO Demand Planning Add-In for Excel can be downloaded from SAP Service Marketplace. This chapter describes the prerequisites as well as the required installation and configuration steps.

    PrerequisitesIf you want to install the SAP APO demand planning add-in for Excel, you must ensure that the following prerequisites are installed before you run the setup: Microsoft .NET framework 4.0 (for Microsoft Office 32-bit and 64-bit versions) Microsoft Visual C++ 2010 Redistributable Package (x86) for Microsoft Office 32-bit version), or Microsoft Visual C++ 2010 Redistributable Package (x64) for Microsoft Office 64-bit version) One of the following releases of SAP SCM:

    SAP enhancement package 3 for SAP Supply Chain Management (SAP SCM) 7.0 SP04, or higher SAP enhancement package 2 for SAP Supply Chain Management (SAP SCM) 7.0 SP11, or higher SAP enhancement package 1 for SAP Supply Chain Management (SAP SCM) 7.0 SP12, or higher SAP Supply Chain Management (SAP SCM) 7.0 SP15, or higher

    If this release of SAP SCM is installed, SAP Kernel 720_REL must be installed as well.Furthermore, the following must apply: The SAP Sales & Operations Planning Add-In for Microsoft Excel is not installed on the users computers. SAP EPM is not installed on the users computers. The SAP IBP add-in for Excel is not installed on the users's computers. The end users have access to SAP APO and are authorized to use the Demand Planning transaction.

    It is recommended that Microsoft Internet Explorer be installed on the users computers. This browser is required for opening the Application Help directly from SAP APO demand planning add-in for Excel. Note that you can also access the Application Help on the SAP Help Portal at help.sap.com/apodp_addin, or in the Software Download Center at service.sap.com/swdc.

    Installation StepsInstallation SequenceThe following table provides the implementation sequence:Table 6SAP Advanced Planning and Optimization, demand planning add-in for Microsoft Excel

    1 Activation the ICF Service in SAP GUI For detailed information, see help.sap.com/nw74

    2 Installation of SAP APO demand planning add-in for Excel

    10

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.All rights reserved.

    SAP APO Demand Planning Add-In for Excel 1.0Installation and Configuration

  • Activate the ICF Service in SAP GUIBefore you install the SAP APO demand planning add-in for Excel on users computers, you must activate the Internet Communication Framework (ICF) service that enables users to transfer data between SAP APO and the SAP APO demand planning add-in for Excel. To do so, proceed as follows:1. Open the transaction SICF. The Maintain service screen opens.2. Click the Execute button or press F8 .3. Expand default_host in the service list.4. Expand sap -> scmapo -> rest-> epm.5. Double-click demand_plan_srv. The Create/Change a Service screen opens.6. If the service is active, you can see Service (Active) written next to the service name. If you cannot see this

    text displayed, continue with the next step.7. Click the Back button.8. Right-click demand_plan_srv in the service list.9. Select Activate Service from the context menu that appears.10. Choose Yes in the dialog box that opens.

    Install the SAP APO demand planning add-in for Microsoft ExcelTo install SAP APO demand planning add-in for Excel, proceed as follows:1. Go to service.sap.com/swdc and choose Installations and Upgrades A-Z Index Installation SAP APO

    demand planning add-in for Excel .2. Double-click the name of the downloaded file in the bottom-left corner of your screen, and click Run in the

    dialog box that opens.3. Select I accept the terms in the license agreement and click Next.4. Specify a user name and your organization and select the Anyone who uses this computer (all users) option,

    and click Next.

    CautionIf you install the SAP APO demand planning add-in for Microsoft Excel on Windows Vista or Windows 7 and you select the Only for me installation option, do not execute Microsoft Excel with the Run as admin option enabled; otherwise these applications will not function.

    5. Specify the applications you use.

    NoteSelecting one option in this dialog box is mandatory, but your selection will not have an affect on your applications unless you want to use the EPM add-in for Microsoft Office beside the SAP APO demand planning add-in for Excel. If you do not want to use the EPM add-in, you can select any of the EPM solutions.

    6. Select the application language you require, and click Next.You can change the language afterwards by selecting Tools Options User Options... .

    7. Select the folder in which you want to install the application and click Next.8. Click Install to begin installing the SAP APO demand planning add-in for Excel.9. Once the installation is completed, click Finish.

    SAP APO Demand Planning Add-In for Excel 1.0Installation and Configuration

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.

    All rights reserved. 11

  • 10. To verify that the add-in has been installed, open Microsoft Excel. The Demand Planning tab should appear on the ribbon.

    NoteIf the EPM tab appears instead of the Demand Planning tab, choose the Switch to Demand Planning command on the EPM ribbon and restart Microsoft Excel.

    Post-Installation StepsThe following steps are not part of the installation process but required if you want other users to connect to SAP APO from Microsoft Excel, and if you want to create reports for these users.

    Retrieving Port and Host Information for the Connection URLTo enable users to connect to SAP APO, you must provide them with a URL in the Connection Manager dialog box of the SAP APO demand planning add-in for Excel. The following URL format appears by default in the URL field: http://[host]:[port]/sap/scmapo/rest/epm/demand_plan_srv/.In this format, [port] and [host] are placeholders for the actual ports and hosts that you must retrieve from the SAP system and provide for the users. To retrieve this information for a user, proceed as follows:1. Go to the transaction SICF. The Maintain service screen opens.2. Choose Goto Port Information .3. Do one of the following:

    To enable a secure connection, copy the service number and host name in the row of the HTTPS protocol and paste both data into the URL format, replacing the placeholders.

    To enable an insecure connection, copy the service number and host name in the row for the HTTP protocol and paste both data into the URL format, replacing the placeholders.

    We recommend that you always create a secure connection, which is also the only one that allows Single Sign-On.

    Expanding the Demand Planning RibbonCommands related to report administration are not visible on the Demand Planning ribbon by default. To make them visible, choose the triangle-shaped Dialog Box Launcher at the bottom-right corner of the Add-In group and select one or both of the groups offered in the Customize Ribbon dialog box that opens.You can add the following groups to the ribbon: Report Editing, which allows you to create, edit, and format reports Tools, which makes EPM-based settings and features available in SAP APO demand panning add-in for Excel

    NoteIf you want to protect your reports from being modified by other users, do not enable these ribbon groups on their computers.

    12

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.All rights reserved.

    SAP APO Demand Planning Add-In for Excel 1.0Installation and Configuration

  • 4 Security Information

    The standard settings of the Demand Planning transaction in SAP APO define most of the security aspects of the Demand Planning add-in since it is an Excel add-in based on existing SAP APO functionality.Communication channel between the Excel client and SAP APO is based on Representational State Transfer (REST) services over HTTP/HTTPS provided by the standard SAP Internet Communication Framework (SICF) of SAP NetWeaver.

    Features

    User Administration and AuthenticationThe sections below include information about user administration and authentication that specifically applies to the SAP SCM component in the following topics: User Management

    This topic lists the tools to use for user management, the types of users required, and provides reference to the standard users that are delivered with the Demand Planning add-in.

    User Data SynchronizationThe SAP SCM component shares user data with SAP NetWeaver. This topic describes how the user data is synchronized with these other sources.

    Integration Into Single Sign-On EnvironmentsThis topic describes how the Demand Planning add-in supports Single Sign-On mechanisms.

    Furthermore, the Demand Planning add-in uses the user management and authentication mechanisms provided with the SAP NetWeaver platform, in particular the SAP NetWeaver Application Server ABAP. The security recommendations and guidelines for user administration and authentication as described in the SAP NetWeaver Application Server ABAP Security Guide also apply to the SAP SCM component.

    User ManagementUser management for the Demand Planning add-in uses the mechanisms provided by the SAP NetWeaver Application Server ABAP, for example, tools, user types, and password policies. For an overview of how these mechanisms apply to the Demand Planning add-in, see the sections below.The table below shows the tools to use for user management and user administration with the SAP SCM component.Table 7User Management Tool Description

    User Management for the ABAP Engine (transaction SU01) Use the user management transaction SU01 to maintain users in ABAP-based systems.

    Profile Generator (transaction PFCG) Use the Profile Generator to create roles and assign authorizations to users in ABAP-based systems.

    SAP APO Demand Planning Add-In for Excel 1.0Security Information

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.

    All rights reserved. 13

  • User Management Tool Description

    Central User Administration (CUA) Use the CUA to centrally maintain users for multiple ABAP-based systems. Synchronization with a directory server is also supported.

    User Management Engine (UME) administration console Use the Web-based UME administration console to maintain users, roles, and authorizations in Java-based systems that use the UME for the user store, for example, the SAP J2EE Engine and the Enterprise Portal. The UME also supports various persistency options, such as the ABAP Engine or a directory server.

    SAP NetWeaver Identity Management 7.1 For an overview of the information necessary for securing operations with SAP NetWeaver Identity Management, see the Security Guide available on the SAP Help Portal at help.sap.com/ nwidm71.

    For a detailed description of the user management tools available in SAP NetWeaver, see the SAP NetWeaver Security Guide under User Administration and Authentication User Management

    User TypesIt can be necessary to specify different security policies for different types of users. For example, your policy may specify that individual users who perform tasks interactively have to change their passwords on a regular basis, but not those users under which background processing jobs run.The user types that are required for the SAP SCM component include: Individual users

    Dialog users that are used for individual, interactive system access Technical users, who belong to the following groups:

    Service users are dialog users that are available to a larger, anonymous group of users Communication users are used for dialog-free communication for external RFC calls

    For more information about these user types, see the SAP NetWeaver Security Guide under User Administration and Authentication User Management .For information about standard users in SAP SCM, see the Security Guide for the relevant release of SAP SCM Server under User Administration and Authentication User Management Standard Users .

    User Data SynchronizationTo avoid administrative effort, you can use user data synchronization in your system landscape. Since the Demand Planing add-in is based on SAP NetWeaver, all the mechanisms for user data synchronization of SAP NetWeaver are available for the add-in.For information about user data synchronization, see the SAP NetWeaver Security Guide under User Administration and Authentication User Management Identity Management Identity Management for System Landscapes Integration of User Management in Your System Landscape .

    Integration Into Single Sign-On EnvironmentsThe Connection Manager dialog box allows a Single Sign On (SSO) mechanism provided by SAP NetWeaver. SSO enables users to download and upload data to SAP APO without having to enter their user names and passwords every time they log on to SAP APO. When SSO is used, the security recommendations and guidelines for user

    14

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.All rights reserved.

    SAP APO Demand Planning Add-In for Excel 1.0Security Information

  • administration and authentication as described in the SAP NetWeaver Security Guide also apply to the Demand Planning add-in.For more information about integration into Single Sign-On environments based on SAP NetWeaver, see the SAP NetWeaver Security Guide under User Administration and Authentication User Authentication and Single Sign-OnFor more information about authentication on the SAP NetWeaver Application Server ABAP, see the SAP NetWeaver Security Guide under Security Guides for SAP NetWeaver Functional Units SAP NetWeaver Application Server ABAP Security Guide User AuthenticationTo make SSO available for users, you must ensure that their certificates are provided in the system.Users can enable SSO by selecting a connection in the Connection Manager dialog box and choosing EditClient Certificate Certificates . The Edit Certificates dialog box opens, where they can select a certificate to be used for SSO. When users provide client certificates, authentication is performed on the Web server using the Secure Sockets Layer Protocol (SSL Protocol) and no passwords have to be transferred.

    NoteApart from basic authentication, only the X509-based SSO is supported by EPM.

    User AuthorizationThe services use the standard SAP APO authorizations to ensure that users can reach only those data that they are authorized to access.

    NoteAuthorization for changing data views and selections is required for uploading comments into SAP APO.

    The table below lists the standard authorization objects provided for Patch 01 of SAP APO demand planning add-in for Excel 1.0.Table 8Authorization Object Object Description Field Field Description Possible Values

    C_APO_EDPR Controls authorization for report creation and editing

    ACTVT Activity 03 (Display):Allows users only to display reports

    C_APO_FUN Includes authorization for the function C_SELE

    APO_FUNC Functionality The system checks if the user has authorization to change selections. If not, the user is asked to use an existing selection.

    Standard RolesAuthorization in the Demand Planning add-in is based in roles in SAP SCM. With the SAP SCM component, SAP delivers SAP standard roles to cover the common business cases. These roles can be used as examples, or as a copy master for your own roles.Using input help, you can find the SAP standard roles in the Profile Generator (transaction code PFCG). You can use search terms to restrict the selection to the required standard roles. For example, the search term *APO* lists

    SAP APO Demand Planning Add-In for Excel 1.0Security Information

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.

    All rights reserved. 15

  • all APO-relevant SAP standard roles. The role short text helps you find the role for your business needs. The role documentation provides you with a detailed description of the role content.Some of the components in SAP SCM have additional authorization methods. We strongly recommend not assigning routinely the authorization profiles GLOBAL and SAP_NEW to users in your production system. If you are not careful, these profiles can weaken the overall security concept in your production system.For information about roles in SAP APO, see the SAP APO application help on SAP Help Portal under SAP Advanced Planning and Optimization (SAP APO) Roles for SAP APO and the Security Guide for the relevant release of SAP SCM Server under User Administration and Authentication Authorizations .

    16

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.All rights reserved.

    SAP APO Demand Planning Add-In for Excel 1.0Security Information

  • 5 Operation Information

    This section gives you an overview of the required operational tasks. For more detailed information, see the Application Help at help.sap.com/apodp_addin.

    FeaturesLogging and TracingYou can check the following logs in SAP APO demand planning add-in for Excel: Error messages

    Error messages that appear in the add-in are not logged in SAP APO. You can find details of the error messages in the Message Maintenance transaction (SE91) after entering the relevant message class and message number. This information is shown for the end user in all cases.

    User activityYou can set the client application logging for any users computer by executing the configuration described in the following steps:1. Enter the folder :\Users\\AppData\Local\Programs\SAP BusinessObjects

    \EPM Add-In.2. Open the file FPMXLClient.dll-ExcelLogConfig.xml in a text editor (for example, Microsoft

    Notepad).3. Scroll down to the bottom of the document until the logger settings.4. Set the level value of the logger Trace tab to DEBUG and save the change.5. As result of this configuration, the trace files are created in the folder :\Users\

    \AppData\Local\Temp\log.Make sure that you always investigate the newest version. When the logging is switched on, it should not have significant effect on the applications performance.

    Operational ConstrainsConnectionsThe following constraints apply to the use of SAP APO connections: Only Demand Planning planning books are available in the connections (SNP planning books are not

    available) The name of the planning book, data view, and planning version must not contain the following characters

    and patterns:/, _[, and ]_. Planning books containing characteristic-based forecasting (CBF) are not available in the connections Data views with only auxiliary key figures are not available in the connections

    Report CreationThe following constraints apply to the creation of reports:

    SAP APO Demand Planning Add-In for Excel 1.0Operation Information

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.

    All rights reserved. 17

  • At least one characteristic, one key figure and one time dimension must be added to a report. Time dimension should be the only dimension on an axis. Time can be set only for a whole horizon. You can only use a single member on the page axis. The unit of time periods cannot be modified; it is defined by the time bucket profiles of the SAP APO Demand

    Planning data view you are using in the connection. The selection of version-dependent key figures is not supported. Only the Member Only and Member and Children hierarchy levels are supported. The use of the Excluded Members and Member Insertion Filtering tab pages of the Report Editor dialog box is

    not supported in the Demand Planning add-in.

    ExtensibilityCreation of Enhancement ImplementationsYou can use a Business Add-In (BAdI) to modify the standard operations of the backend Web service. To do so, proceed as follows:1. Open transaction SE18.2. Enter /SAPAPO/DP_EXCEL as the enhancement spot or /SAPAPO/BADI_EDP as the BAdI name.3. Select Enhancement Implementation Create from the menu.4. Give the implementation a name with a Z-namespace such as ZEDP_IMPL and provide a short text. Click OK.5. Expand the row of the BAdI and double-clickInterface. The Interface window opens with four methods

    displayed in it (see below).6. Double-click the method you want to change, and enter the code you require. See the enhancement

    implementation /SAPAPO/EDP_EXAMPLE (class: /SAPAPO/CL_EDP_BADI_EXAMPLE) for sample modifications.

    7. When you have made all required changes, activate the implementation.

    Available MethodsThe following methods are available for enhancement implementation: RESTRICT_DIMENSIONS

    The set of available SAP APO data is defined by the planning book and data view that you select for the active connection in the Demand Planning add-in. This method allows you to narrow the set of available data even further; you can use it to delete certain dimensions (characteristics, key figures, and time buckets) from the predefined set. Only the remaining dimensions will be available in the Report Editor dialog box or in the EPM pane.

    ADJUST_CELL_VALUES_UPDATEYou can use this method to perform one of the following modifications: To overwrite key figure values uploaded from Excel before they are saved in SAP APO

    This modification is useful, for example, when you want the data to be adjusted by your own preferences you can define rules for checking in your implementation. Use the CT_TIME_SERIES_VALUES parameter to define rules for checking and overwriting key figure values.

    To define whether the data should be saved in SAP APO or not

    18

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.All rights reserved.

    SAP APO Demand Planning Add-In for Excel 1.0Operation Information

  • If you set the CV_CTR_PERFORM_SAVE parameter to false, the data will not be saved. This feature is useful when the uploaded data should be saved only at a later phase of the process; for example, when the upload is subject to approval.

    To identify incorrect values among those uploaded to SAP APOYou can make the following settings in this method: You can define rules for identifying incorrect values. For example, you can define thresholds to

    identify values that are too high or too low for being saved in SAP APO.To stop incorrect values from being saved in SAP APO, specify that all incorrect data should be deleted from the CT_TIME_SERIES_VALUES parameter and uploaded to the CT_ERROR_RESPONSE_CELLS parameter.

    You can specify error messages that users should receive when trying to upload incorrect data. The specified messages must be uploaded to the CT_ERROR_RESPONSE_MSG parameter.

    You can identify which messages belong to which cell values (note that the same message can belong to several cell values). Use the return block ID for this purpose. The return block ID shall always start from the value defined by the/sapapo/if_edp_badi=>gc_user_def_ret_block_id constant.

    ADJUST_COMMENTS_UPDATEYou can use this method to identify and overwrite comments before they are saved as notes in SAP APO. You have the following options when using this method: You can define what comments the system should consider incorrect (for example, one that contains

    more than 50 characters), and you can specify the texts by which you want to overwrite the incorrect comments. Both of these values should be uploaded to the CT_CELL_COMMENTS parameter. Note that you can specify only one text for each comment, and each text can be used only for one comment.

    You can define what comments the system should consider incorrect, and you can specify the error message that should appear in the Demand Planning add-in in case a user tries to upload such a comment.To stop incorrect comments from being saved in SAP APO, specify that all incorrect comments should be deleted from the CT_CELL_COMMENTS parameter and uploaded to the CT_CELL_ERROR parameter. The corresponding error messages should also be stored in the CT_CELL_ERROR parameter. Note that you can specify only one error message for each comment, and each error message can be used only for one comment.

    ADJUST_CELL_VALUES_READYou can use this method to specify that the data retrieved from SAP APO should be modified before is it downloaded to the Demand Planning add-in. This feature is useful, for example, when the unit of measure should be changed from that of the planning area to the one selected for the report. The parameter to be modified in this method is CT_TIME_SERIES_VALUES.

    SAP APO Demand Planning Add-In for Excel 1.0Operation Information

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.

    All rights reserved. 19

  • Typographic Conventions

    Table 9Example Description Angle brackets indicate that you replace these words or characters with appropriate entries

    to make entries in the system, for example, Enter your .

    Example Example Arrows separating the parts of a navigation path, for example, menu options

    Example Emphasized words or expressions

    Example Words or characters that you enter in the system exactly as they appear in the documentation

    www.sap.com Textual cross-references to an internet address

    /example Quicklinks added to the internet address of a homepage to enable quick access to specific content on the Web

    123456 Hyperlink to an SAP Note, for example, SAP Note 123456

    Example Words or characters quoted from the screen. These include field labels, screen titles, pushbutton labels, menu names, and menu options.

    Cross-references to other documentation or published worksExample Output on the screen following a user action, for example, messages

    Source code or syntax quoted directly from a program File and directory names and their paths, names of variables and parameters, and

    names of installation, upgrade, and database tools

    EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, database table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE

    EXAMPLE Keys on the keyboard

    20

    CUSTOMER Copyright 2015 SAP SE or an SAP affiliate company.All rights reserved.

    SAP APO Demand Planning Add-In for Excel 1.0Typographic Conventions

  • www.sap.com

    Copyright 2015 SAP SE or an SAP affiliate company. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary.These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE's or its affiliated companies' strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

    SAP APO Demand Planning Add-In for Excel 1.0Table of Contents1 Getting Started2 Technical System Landscape3 Installation and Configuration4 Security Information5 Operation InformationCopyright and Trademarks