BI IP

BI Integrated Planningin SAP NetWeaver 7.0

Detlef Waßmuth

Product Management BISAP NetWeaver

Planning Landscapes TodayBI Integrated Planning

Architecture OverviewPlanning ModelUser Interface

MigrationOther planning relevant BI capabilities

© SAP AG 2006, Detlef Wassmuth 3

The Starting Point – Is This You?

Sales Planning Revenue Planning Sales Analysis & Reporting

Tool A Tool C Tool E

Tool FTool B Tool D


Step 1: Back-end Integration


Common Database and Common Data Models

ToolsPersonalization Personalization

ToolsPersonalization


Step 2: Front-end Integration



Common Set of ToolsPersonalization Personalization Personalization


Step 3: Collaboration and Process Support

Collaboration Collaboration



Common Set of ToolsPersonalization Personalization Personalization


Capabilities BI-Integrated Planning I

The next generation of planning tools within SAP BI will be BI-Integrated Planning. BI-Integrated Planning will allow for the ease ofuse of planning in the SAP BI environment, while also being fullyintegrated with SAP NetWeaver.

BI-Integrated Planning will allow for:

Enhanced user productivity, lower training costsMore flexible and user friendly user interfaces; common UI for planning and reportingA web-based planning modeler to allow for the creation and modification of any type of plan.

Faster implementation & lower maintenance costsReduced number of customizing objects (e.g. variables, hierarchies, one Layout for reporting and planning…)

Better performanceReduced data redundancy (e.g. calculated key figures, currency translation) via the use of SAP BI‘s OLAP features


Architecture in Detail: BW and BPS

BPS Front-endBEx Suite

Data Warehouse

Portal

Data Store Master Data

OLAP Engine Planning Engine

BPS M

etadata

BW

Metadata

BPS WebBEx WebBEx Analyzer

Services

• Enqueue• Data Slices• Char. Combinations• Validations

• Variables• Hierarchies• Aggregation• Sort• …

Planning BufferCaching Services

Services

• Drill Down• Currencies/Units• Calculations/Formulas• Exceptions/Conditions


BPS Tools

BEx Tools

BPS ALV

Functions& Sequences

• Distribute• Formula• Copy• Revaluate• Repost• Custom defined• …

BPS ExcelLoose coupling via portal

Desired usage inthe planning

world

Large overlap in functionality

Shared Persistency for Reporting and Planning


Evolution of the Architecture

Analytical Engine

BPS Front-endBEx Suite

Data Warehouse

Portal

Data Store Master Data

OLAP Engine Planning Engine

BW

Metadata

BPS WebBEx WebBEx Analyzer

Services

• Enqueue• Data Slices• Char. Combinations• Validations


Planning BufferCaching Services

Services

• Drill Down• Currencies/Units• Calculations/Formulas• Exceptions/Conditions


BPS Tools

BEx Tools

BPS ALV

Functions& Sequences

• Distribute• Formula• Copy• Revaluate• Repost• Custom defined• …

BPS Excel

BEx Query Designer

BEx Web

Web Analyzer Web Application Designer

BEx AnalyzerPattern

Information Broadcasting

Report DesignerMS Excel

Add-in

BPS M

etadata


Enterprise Reporting, Query and Analysis

BI Planning Architecture

Business Planning & Analytical Services

Enterprise Data Warehousing

Planning Functions &Sequences• Distribute• Formula• Copy• Revaluate• Repost• Forecast • Custom defined• …

Planning Modeler

Architected Data MartsOperationalData Store Data Warehouse Layer

MasterData

BEx Query Designer

BEx Web

Web Analyzer Web Application Designer

BEx Analyzer

Analytical Engine

Caching services Plan data cache

OLAP services• Drill Down• Currencies/Units• Calculations/Formulas• Exceptions/Conditions• Variables• Hierarchies• Aggregation• Sort• …

Planning specific services• Enqueue• Validations• Data slices• Characteristic relations

Pattern

Information Broadcasting

Enterprise Portal

Report DesignerMS Excel

Add-in


BI Panning Architecture – Impact

Impact of the new ArchitectureAnalysis and Planning share the same modeling tools: Query Designer, Excel Workbook Design, Web application Designer…

Common EndUser UI for Analysis and Planning

Analysis features available for the business planningDrill Down, Calculations, Formulas, Exceptions, Condition

Using the same key figures, master data, and meta data of your existing BI system

Common database

Shared variable and filter concept


Planning Modeling

BW-BPS

Planning Level

Planning Package

Planning Package

Planning Area

Filter

Filter

BI Integrated Planning

Real-time InfoProvider

Aggregation Level


Planning Modeling

The Planning ModelerTo facilitate the integration into the BI environment, we need anew tool for the modeling of planning applications.

The web-based Planning Modeler is the central application where the complete modeling and customizing for the BI Integrated Planning is done. In the modeler, one maintains the different planning related objects like aggregation levels and planning functions and the relationships among these objects.


Planning Modeling

Planning Model DesignYou can design your planning structure using the Web-based Planning Modeler.

Demand for modeling of planning scenarios by business experts that do not have access to Data Warehousing Workbench (RSA1)Administration of a planning process requires frequent changes of settings (variables, data slices, formulas


Planning Modeling

Planning Model Design

Choose Real-Time InfoCubeInfoCube as the common database for planning and analysisDefines relationship between characteristicsConcept for locking of specific values (for example actual data)Flexible design of variables concept


Planning Modeling

Planning Model DesignBy means of a Planning Wizard, a business expert can create a planning model in a simple way.


Planning Modeling


Choose Real-Time InfoCubeInfoCube as the common database for planning and analysisDefines relationship between characteristicsConcept for locking of specific values (for example actual data)Flexible design of variables concept


Planning Modeling


Create Aggregation LevelSelection of key figures and characteristics for the planning process Defines level of aggregation for the planning process (top down, button up)


Planning Modeling

Planning Model Design Create Filter

Define a selection of characteristics values within your aggregation levelDynamic using of variables, hierarchies and attributesFlexible design of a version conceptDefine the work packages for the plannerFilter is shared with the Query Designer


Planning Modeling

Planning Model Design Create Variable


Planning Modeling

Planning Function CreationDefinition of Planning Function: With these features, you can edit your plan data by algorithm.

This step contains the automatic functions for planning and simulationChoose from a list of function types delivered by SAP (copy, revaluate, distribute, formula,…) Option to develop customer-specific function types


Planning Modeling

Planning Function Creation

Automatic Functions - Planning Functions -

RevaluationRepostingFormulas Currency translationUnit conversionCopyDistribute with reference dataDistribute by keysDeleteRepost (characteristic relationships)Delete (invalid combinations)


Planning Modeling

Planning Function Creation Formula Editor


Planning Modeling

Planning Sequence Definition

You can use your planning functions in planning sequences. You can integrate planning sequences into process chains for anautomatic execution of your processes


Planning Modeling

Planning Sequence Execution & Testing

Validate your data model when you create it. You can capture data manually andvalidate it if your data model delivers the expected result.

Step-by-step execution of functions and manual data entryManual ad-hoc data entry and display for initial test


Planning Modeling – Impact

Impact of the Planning Modeling

Using the existing real-time InfoProviders of the BW-BPS (using the plan data from the existing planning applications of BW-BPS)

Using the advantages of the MultiProvider concept (Integration of different kind of InfoProviders)

Integration of information from SAP and Non-SAP sources for actual data

Alignment with the Enterprise Service Architecture (ESA) strategy


User Interfaces

BEx Query Designer for Designing a Query

BEx Analyzer as Excel Front End

Embedding the Query into a workbook.

BEx Web Application Designer

Web Application

SAP1

Folie 31

SAP1 aktueller screebshot(Query Designer) aus features list nehmen d001693; 17.08.2005


SAP NetWeaver 7.0: Designing a Query I

Following new features for planning:

DrilldownHierarchical data in rows and columnsCalculated key figuresStructuresUnit conversionAlertsConditionsGraphicsAd-hoc currencyCurrency translation

Designing a Query (BEx query designer)

The features will be explained in more detail in the IT scenario “Query, Reporting & Analysis”

Queries that are based on aggregation level are able to write back to the InfoProvider


SAP NetWeaver 7.0: Designing a Query II


SAP NetWeaver 7.0: Designing a Query III


User Interface

BEx Analyzer

Excel for

Integration of business planning

Application-building in Excel

mulas allow access to any cell of the result set

Excel formatting options can be fully leveraged for BEx Workbooks (e.g. blank lines, fonts etc.

Combining Excel formulas and Excel formatting allows the design of high-end formatted solution workbooks

New workbook default template (similar to the BEx Web Template)Intuitive user interaction using Drag&Drop and redesigned property dialogsPersonalizable filter value lists (Favorites & History)Full accessibility and Unicode supportExcel-based data entry and planning. Manual data entry into planning aggregation levels and usage of planning functionsTakes advantage of many new information broadcasting features


User Interface

BEx Web Application Designer

Combine planning and analysiscapabilities in Web Applications to provide intuitive planning for enduser


User Interface

Web Application Design – Example


User Interface

Common Featuresfor Embedding Queries into Workbooks and Web Application DesignConfigure individual End User UIs from BI Building Blocks

Tables / charts for templatesButtons for execution of planning functionsWizards for charts, maps, command editingWizard for layout elements (e.g. buttons)Dialog boxes for parameterization of planning and analysis servicesNavigation area for selection Dropdown for selectionVariable selection by: Dropdown, radio buttons, input fieldDocument browser


Planning Modeling -Impact-

Impact of the User Interface

One userfriendly UI for Business Planning and Analysis applications

Analytical capabilities like drill down, hierarchies, calcuated keyfigures etc. can be used in planning applications as well

Plan / actual comparison in one planning layout


Other planning relevant BI capabilities

Advantages of integration

Brings together analysis & planning on the same database (one version of the truth). Using the same Metadata; Reduced number of customizing objects (e.g. variables) and enhanced modeling capabilities Faster implementation and lower maintenance costsCentral planning platform can simplify system landscapeOne set of tools for analysis and planning

and using other BI capabilities in SAP NetWeaver 7.0



Using the multiprovider concept

Real-Time InfoProvider InfoCube DataStore

Object InfoObject

Aggregation Level

MultiProvider

DataStore



Using the whole Excel Features in the Front EndIntegration of flexible Excel functionality and the common data base

Button covers planning

functions from the BackEnd

Query with exception

Data provides from the BackEnd

Example for an user specifig

calculation area in your own Execl

enviroment

Inputready Query for Planning



Comfortable PDF based BEx Web printingBEx Web Applications, BEx Reports, and ad hoc analyses created withthe BEx Web Analyzer can be converted to PDF and printed. Leveraging the SAP NetWeaver AS integration with Adobe DocumentService.Adobe Acrobat Reader required, no plug-ins necessary.Printing options can be maintained globally or individually by an end-user.

Start PrintDialog



BEx Report Designer for formatted Planning Layouts

The BEx Report Designer allows you to design of highly formatted reports based on BEx Queries or BEx Query Views.

BEx Reports are optimized for presentation and printing, therefore they offer onlyrestricted navigation options (e.g. setting of filter values, expanding a hierarchy).

The full range of analytical options is available with the Web Item Analysis or the BEx Web Analyzer.



Broadcastto PrinterSendto printer

Broadcastpdf fileBroadcastPDF file

BEx Broadcaster Functions for Export and PrintingGenerate PDF documents or print using the BEx Broadcaster. The BEx Broadcaster is available in the BEx Report Designer, in the BExWeb Application Designer, and via the context menu of BEx Web Applications or ad hoc analyses created with the BEx Web Analyzer.



What are usage scenarios of Information Broadcastingtogether with BI Integrated Planning (NW7.0)?

BI/BI Integrated Planning has 2 options for end user interfaces: Excel based (BEx Analyzer) and Web based (BEx Web). Planning applications are either Analyzer workbooks or BI Web templates for data entry.

Standard Information Broadcasting functionality is available also for planning/data entry applications and can be used to distributePlanning templates to users.



1. BEx WebPrecalculate planning template and distribute a link (e-mail, BEx Portfolio, KM Folder) If a file is distributed (e.g. PDF, ZIP, mHTML), the template is switched to read-only (no data entry anymore)

2. BEx AnalyzerPrecalculate Workbook and distribute XLS file (e-mail, BEx Portfolio, KM Folder).(available from NW7.0 SPS9 on)

„Bursting“ (Both BEx Web and Analyzer)Allows determination of receiver based on master data attributes (e.g. costcenter– resp. Person)Allows setting of variable during precalculation/link construction based on master data attributes

Additional optionUse the infrastructure of Collaboration Rooms to organize access to yourplanning related tasks (e.g. BEx Portfolio with data entry sheets & reports, documents, news)



Administration via Process Chains


Migration

Migration to SAP NetWeaver 7.0

BW-BPS will be delivered and maintained with SAP BI releases equal or higher to SAP NetWeaver 2004.

All scenarios created with BW-BPS* will still run when BI-Integrated Planning is delivered.

Planning scenarios built with BW-BPS can coexist and integrate with planning scenarios built with BI-Integrated Planning. For example: an InfoCube can be used by BW-BPS and BI-Integrated Planning at the same time.

* applies for SAP SEM-BPS as well


Migration

Migration to SAP NetWeaver 7.0

Apart from this fact, SAP will offer a migration path for the move from BW-BPS to BI-Integrated Planning if needed

No data migration necessary: BI-Integrated Planning can use the same Real-time InfoProviders as BW-BPS.The already existing planning model (characteristics, key figures, authorizations, locking concept, ...) can be reused in BI-Integrated Planning.More front-end related objects like planning layouts, web interfaces etc., have to be rebuilt manually

With the introduction of BI Integrated Planning in SAP NW 7.0 BW-BPS and SEM-BPS will still be maintained.New planning functionality will be delivered with BI Integrated Planning only.


Further Information

Public Web:www.sap.comSAP Developer Network: www.sdn.sap.comSAP Customer Services Network: www.sap.com/services/NetWeaver Developer‘s Guide: www.sdn.sap.com/sdn/developersguide.sdn

Related SAP Education Training Opportunitieshttp://www.sap.com/education/


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