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Planning With SAP Analytics Cloud - Advanced Topics: Week 1

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199 views

Planning With SAP Analytics Cloud - Advanced Topics: Week 1

Uploaded by

Alena Pritula
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PUBLIC

Planning with SAP Analytics Cloud – Advanced


Topics

Week 1

Exercises / Solutions
Product Management / SAP SE
TABLE OF CONTENTS
OVERVIEW .......................................................................................................................................................3
EXERCISE ........................................................................................................................................................4
Exercise 1 – Week 1 Modeling.........................................................................................................................4

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Week 1
OVERVIEW
This exercise is supposed to cover the topics presented during the openSAP course Planning with SAP Analytics
Cloud – Advanced Topics which is published on the OpenSAP platform https://open.sap.com/courses/sac4. This
exercise is not relevant for the certificate of achievement provided at the end of the course. The exercises can be
used to intensify your learning experience with a guided hands-on tutorial. The concepts behind the materials of
this exercise are explained during the course sessions.

3
Week 1
EXERCISE

Exercise 1 – Week 1 Modeling


Explanation Screenshot

1. From the main menu,


select Files so we can
create a folder for this
week’s assignment.

2. We are going to place


this our assignment files
in the My Files directory
by selecting New Folder.
This directory is only
accessible to your user
unless you share
materials. If other
colleagues are using your
system for these
exercises, this file
location will be unique to
the user.

3. Please give the folder a


name and provide a
description if so inclined.

4
Week 1

4. Select the folder.

5. Selecting the menu icon,


select model. Note you
could have also selected
the Model from the main
menu.

6. As the model we are


creating has currency
conversion enabled, we
will create this model first
by selecting the
Currency Conversion
tab and then the Create
New button.

5
Week 1

7. Create a name for your


currency table as well as
a description. If you are
working in a system
where your colleagues
are performing these
exercising, it may be
useful to provide this
table with a more unique
currency name.

8. Here we see a blank


currency table. Note that
we can be very specific in
our currency rates we
create to have them
targeted to a specific
versions category (i.e.
Actual, Plan, Forecast) or
a specific rate version
(i.e. 2021 Forecast). We
can also apply this as an
average rate (i.e. typically
P&L accounts) or closing
rate (i.e. typically Balance
Sheet accounts).

9. From Open SAP, we are


going to open the
openSAP_sac4_week_1
_Meta_Model.xlsx,
which contains the
currency records for this
currency table.

10. Copy the values from the


SAP_CEP_Currency tab
in the Excel workbook.
Pease do not copy (crtl-c)
the first row as this is
intended to provide a
description of each
column to make the table
more readable in Excel.

6
Week 1

11. Select the cell located in


first column and first row
and paste the values into
the table (ctrl-v).

12. Select the Save button to


save the currency model.

13. Next, we are going to


create the main model we
are going to use for this
week’s exercise. We can
simply select the Modeler
or use the main menu to
select it as well.

14. Select the Create New to


create a new model.

7
Week 1

15. Select the New Model. If


you would like to know
more about the New
Model, you can also
select the link to Learn
more.

16. Select Add new


Dimension to add the
dimension for currency.

We are going to create a


very minimalist model so
that we can save it. To
save the model, we need
to add at least one
measure. Since we will
be building a currency
enabled model, we will
add a dimension that
contains currency, a
measure and then save
the model.

8
Week 1

17. Give the dimension a


name such as
SAP_CEP_SALES_ORG
.

We are going to make


this a generic dimension
and not make it public.
Public dimensions can be
shared across measures
and can be loaded from
external systems.
However, we are going to
be simply cutting and
pasting values from Excel
to create the dimensions
in the model.

18. Double click


SAP_CEP_SALES_ORG
to open the dimension.

19. Here we are going create


a Parent-Child
Hierarchy for this
dimension. In this case,
we are not selecting a
level-based hierarchy,
which is created based
off dimension attributes.

9
Week 1

20. Give your hierarchy an ID


and a name.

21. You should now see the


hierarchy after it is
created.

22. Next, we are going to


create a property in the
dimension. Properties
can be used for a wide
variety of purposes for
modeling that extend
beyond this course. As
you will see later in this
exercise, we can use
properties to create level-
based hierarchies for
instance.

10
Week 1

23. Here we are going to


create an attribute called
Entity. We are creating
this attribute for
illustrative purposes.

24. Next, we are going to


Enable Currency for this
model. This will become
important when we define
our measures. When we
create the measures, we
will be storing our data
based on the currency
defined by this
dimension.

25. When you have


completed configuring
this dimension, your
dimension should look
like the following.

11
Week 1

26. Next, open the


openSAP_sac4_week_1_
Meta_Model file and
select the
SAP_CEP_SALESORG
tab.

27. Select the values


excluding the first row
and copy (ctrl-c).

Pay special attention to


the ‘#’ an ‘Not in
Hierarchies” node when
copying the data to make
sure they are included in
your selection.

28. Select the first column


and row and then paste
the values (ctrl-v).

12
Week 1

29. After the paste activity,


your dimension should
look like what is shown in
the screenshot. We will
press the back arrow to
get back to the main
modeling screen.

30. Select the + to create a


new measure.

If you have tried to save


prior to creating a
measure, you will likely
encounter an error
message. After we
create the measure, we
will be able to save the
model. Hang in there, we
will be able to save the
model soon.

13
Week 1

31. Give your measure a


name and description.
Since this is a going to
contain currency values,
we will define it as a data
type of decimal and set
the decimal places to 2.

Note that we are defining


the maximum number of
decimal places that can
be saved at the database
level.

We are also going to


define the measure
having a unit of currency
and will define this from
dimension. In this case,
we will select the
dimension that was
previously created in this
model.

14
Week 1

32. Select the save icon to


save your model!

33. We are going to save the


model to the folder
previously created.

15
Week 1

34. Verify the location where


the model will be saved
and then give your model
a name and description.

Feel free to save the


model at any time that is
convenient.

Notice that your planning


model does not contain
an account dimension.
For the new model,
account is optional. For
the classic account
model, it remains
mandatory.

35. Now that we have


created one dimension
and one measure in our
model, we are going to
provide some higher-level
definitions for the rest of
the model and let you
self-explore how to create
these additional
dimensions and
measures.

We will be going over the


higher-level definitions for
each of these items in the
next few steps.

36. Select the wrench to


configure the model
preferences.

16
Week 1

37. Select the Planning &


Time Range to set the
time validity for the
model.

Set the From and To


date from the dropdown.
Make sure to select both
a year and month/day
when selecting a value.

38. Set the Currency


Conversion toggle to on
and then select the
currency table that you
have previously created.

If possible, select the


Create Currency
Variable option. We are
expecting this toggle to
be available to various
tenants at the release of
this exercise.

17
Week 1

39. When currency as a


variable is enabled, you
will see a variable
description and a default
value.

We will select ‘No


Conversion.’ In our
example, currency is
defined in the sales
organization dimension
so this would be a local
currency. However, we
could have selected a
specific currency if
desired, such as USD or
EUR. Currencies come
for the rate table.

This currency variable is


also viewable as part of
the variable definition
under the Data area of
the model menu.

40. Add a new dimension for


product, such as
SAP_CEP_PRODUCT.

41. Create a parent-child


hierarchy. You have
previously done this as
part of this exercise so
review exercise for some
hints how to do this if the
solution is not readily
apparent.

18
Week 1

42. Copy and paste the


values from the
worksheet tab
SAP_CEP_PRODUCT.
You have done similar
steps before so this
should be good practice.

43. Once you have copied


and pasted the date from
the excel worksheet into
your product dimension, it
should look like
associated screenshot.

44. Give the dimension a


name and create it with
type Generic.

If you are new to SAC,


please select the
dropdown to see the
other types of dimensions
that can be created.

19
Week 1

45. Add three custom


properties of type text.
These will be used to
create a level-based
hierarchy.

46. Create a Level Based


Hierarchy and build the
hierarchy as shown.

A level-based hierarchy is
created based on
properties and has a fixed
number of levels that is
defined by the model
designer. This can be a
useful technique for
creating a hierarchy
without adding new
members.

20
Week 1

47. Build the hierarchy as


shown and give the
hierarchy a name.

48. Copy values from the


SAP_CEP_Customer
worksheet to the
dimension.

The first few rows of the


copied customer
dimension are shown.

Also, remember to Save


your model periodically.

21
Week 1

49. Add a new generic


dimension called
SAP_CEP_Entity.

50. Add a parent-child


hierarchy called H1,
enable currency on the
dimension and create a
property called Country.

We have done all these


steps already as part of
the exercise so this
should be a good review
of these concepts.

51. From the Excel file, copy


the values from the entity
worksheet and paste
them into the
SAP_CEP_ENTITY
dimension.

22
Week 1

52. Create an Account


dimension by providing a
name and setting the type
to Account.

Notice that that Account


dimensions are private.
Also note that for the New
Model, the Account
dimension is not
mandatory for this model
type, which makes
modeling more flexible.

53. From the excel workbook,


copy the account date
from the
SAP_CEP_ACCOUNT
worksheet.

Notice that we added


some account formulas to
our model. This is for
illustration purposes as
we will be modeling these
as measures. The
calculation preference
(i.e. accounts vs
measures) can be set as
a model property. Based
on our scenario, account
formulas were not
showcased.

54. Create a new measure


and call it Quantity.

Based on the data for this


scenario, we can model
the quantity as an integer
(vs. a decimal) and give it
a unit of each.

23
Week 1

24
Week 1

55. Create another measure


called PRICE. We will
set the data type to
decimal with places set to
2.

Next, set the exception


aggregation to average
and the dimensions for
calculation of this
average to date, sales
org and product. This
was mainly done to
reflect how price was
stored in the back-end
system.

Lastly, we will set the


currency to based off our
sales org dimension.

25
Week 1

56. Next, we will go to the


workspace dropdown
selector and select
Calculations.

57. Now we will create a


Conversion Measure so
we can see the value in
USD, which is our
company currency. This
action will be
accomplished over the
next several steps.

26
Week 1

58. Here we will provide a


name for our conversion
measure and target
currency. Options here
will include creating
currency that is fixed,
which we are doing,
based on a dimension
such as sales
organization in our
example or from a
variable, which we
enabled.

We will create this


measure based on a
Fixed currency so we can
easily see all of our
amount values in USD.

59. Now we will create a


Calculated Measure for
an average price
calculation where we will
use the conversion
measure we just created.

While this is a simple


example, the point here is
to show how we can use
conversion measures in
our calculations. Notice
that when building the
calculation that we can
also build formulas with
measures as well.

27
Week 1

60. Create a Calculated


Measure called
PRICE_USD with the
following formula:

[AMOUNT_USD]/[QUANTITY
]|INVERSE([AMOUNT_USD]:
=[QUANTITY]*[PRICE_USD])

Can enter ‘[‘ to help pick


values. Also note that there
is a special character before
INVERSE, which is a ‘|”.

Basically, we are providing a


simple definition of price =
amount/volume and if
someone plans on this
calculation to adjust the
amount value.

61. Copy the two csv files to


your local computer from
the week 1 course
materials. We will be
loading these files in the
next several steps.

62. From the Workspace


menu, select Data
Management

28
Week 1

63. From the import jobs


work area, select the
menu icon to import data
and then select File.

64. Select the


OpenSAP_sac4_Actual
_Data.csv file that you
have previously
downloaded to your local
computer. Then select
the Import button.

Once back to the data


management tab, you will
need to select the Set up
Import for your actuals
import job. Note that this
step is not explicitly
shown in the screenshot.

65. Here we can see the data


that has been imported
from the file. Please note
how the version is stored
(public.Actual) as this
will be a problem we will
correct when load the
plan data.

Please select the wrench


button to adjust your
preferences for the data
load.

29
Week 1

66. On the Import Settings


tab, we will choose to
update all the data and
choose to reverse sign by
the account type. This will
allow signage of the
accounts values we are
loading to be properly
managed based on the
account type property in
the account dimension.

67. As SAC will use a sample


of data to determine the
data types, it is possible
that they may need to be
adjusted, which will be
the case when we load
plan data later in the
exercise. If we want to
see how a field is defined,
in our source, simply
select the column name
and the cube to see the
details.

30
Week 1

68. Here we can see the


Quantity is defined as an
integer. This is
consistent with how we
modeled this measure as
well so there are no
issues.

69. Next, we will map the


columns to target
dimensions as shown.
Column names should
loosely match the target
dimensions.

31
Week 1

70. This is what your field


mapping screen will look
like when activity is
completed. The main
point here is that all the
target fields have been
mapped.

When we are happy with


our mapping, select the
Next button. Notice that
we can also save our
work and re-edit the
transformation later.

71. When loading the


Actuals, we should not
see any mapping errors
at this time. Assuming no
errors, select the Run
Import.

72. Review settings and


select the Finish button.

32
Week 1

73. When the data has been


imported, you should see
a green status for the
execution steps.

If the job had failed, these


indicators would provide
insight as to where the
problem was encountered
so that changes can be
made to subsequent
loads.

74. We will now go to the


workspace dropdown and
select Calculations.

75. Notice that we can now


view the data from within
the modeler versus
having to create a story.
We can also do some
simple filtering on the
data and change the
layout as well. This is
useful for confirming data
within the model.

76. Remember to periodically


Save your model.

33
Week 1

77. We can also create a


story to view our data as
well. To create a story,
we will select Stories
from the main menu.

78. We are now going to


create a simple story to
view the data we have
loaded into our model.

This will also allow us to


cover a few basic points
about working with
planning models for those
that may be new to SAC -
Planning.

If you are new to SAC,


please consider selecting
the Learn More in the
story header to explore
story elements in greater
detail.

79. To view the planning


data, we will add a table
to the canvas.

You may need to select


your model from the
prompt.

If you are new to SAC,


please understand that
we are only specifying the
first widget we add to a
story

34
Week 1

80. Since we have configured


a model variable (i.e.
currency), we will be
prompted to enter a value
when we create the story.

Notice that the initial


selection will correspond
to the currency selected
when creating the
currency variable.
However, this value can
be changed for the story.
Also remember that
variables can also be set
for each table as well to
provide additional
flexibility.

35
Week 1

81. With the designer panel


open, add SALES_ORG
to the Rows.

36
Week 1

82. Select the sales


organization dimension
and drag and drop above
account in the Rows
structure.

83. After completing the


activity, the Rows should
now have the
SALES_ORG above the
ACCOUNT.

37
Week 1

84. Expand the Total node


and expand the table size
as necessary.

38
Week 1

85. Select the filter for


Measures.

86. We are now going to


select Amount USD so
we can see the
conversion measure we
created in the model
being used in a story.

39
Week 1

87. You may need to adjust


the table size several
times during this
exercise. You will need
to manage this activity as
required.

88. Next, we will open up


Version Management
and you can select the
icon.

If the icon is not visible in


the menu, you may need
to select the ‘…’ to view.

89. Select the Copy icon to


create a new version from
the Actuals.

40
Week 1

90. Here we are going to


create a new version
called Plan. We are
going to create an blank
version as we will load
the data from a file and
go through some data
wrangling activities.

If you are new to


planning, you will see this
is an easy way to copy a
version as a basis for a
new plan or to run though
some planning scenarios
individually. This will
create a private version,
which is only available to
you, unless you choose
to share it with others.

91. Throughout the


exercises, it may be
necessary to undo some
planning adjustments.
This can be done in the
version management.

41
Week 1

92. Select the data icon for


the Plan version and the
Publish As menu option.
We are going to show
you how to create a
public version based on a
Private version.

Public versions are can


be viewed by anyone that
has the proper
authorizations to the
model without explicitly
having to share it.

93. We will give the version


name of Plan of category
Planning.

If you are new to SAC,


you may want explore the
other version categories
that come pre-delivered.
Note that the category
provides a convenient
way to organize your
public versions.

We will be loading data


into this version so if you
choose to give it another
name, you will need to
make adjustments to the
exercise steps yourself.

42
Week 1

94. For fun, we will now


create a private version
that can be immediately
used for planning. This
can be helpful for
planners that may want to
create a few different
scenarios prior to
updating the plan.

Creating private versions


can be particularly helpful
when performing the
exercises as the
participant can go off
script and explore the
solution’s capabilities.
This can also be done
with public versions as
well where the participant
can choose whether or
not to publish the version.
Changes made to private
versions do not require
publishing.

95. Give the private version


and name and then
assign it a category. We
will not be doing much
planning specific activities
with this private version
so feel free to provide a
unique name and another
category.

Ideally, you should assign


this category for Plan vs.
Actual as shown. The
category chosen will
affect the currency rates
used during these
activities.

43
Week 1

96. Notice the private version


just created will show up
in the private versions
section of Version
Management. Feel free
to explore the ‘…’ to see
what options are
available with this version
type. Note that no other
user can see your private
version unless you share
it with them, which is a
great way to collaborate
with colleagues.

97. You may notice that after


you created your private
version that it was
automatically added to
the report. Here we are
going to select the filter
for Version to manage
what version we would
like to display in our
report.

44
Week 1

98. If you are new to SAC,


you may be surprised that
you do not see your Plan
version when you open
up the filter for Version.
You do not see the Plan
version because it does
not contain data. You
need to enable the
unbooked member
toggle to see all of your
versions. We are only
going select our new
private version for this
table.

99. Notice that your private


version now appears in
the table.

100. Although the focus of


this exercise is not on
planning specific
functions, we will make a
quick adjustment to the
plan to show how we can
use version management
to undo our change.
Here I am increasing our
sales by 10%.

45
Week 1

101. With the change, we


will now see all the values
that are updated. Since
Amount_USD is based
on Amount, we see the
Amount values also
updated with this change.

102. We are going to


reverse our planning
change we just made. To
accomplish this objective,
we will use version
management.

103. Open the menu for our


private planning version
we previously created
and then select History.
We could also have
selected the Undo option
as we only have made
one change.

46
Week 1

104. We are now going to


select the initial copy step
so reset the version back
to the beginning. If we
had made multiple
planning changes, we
would have seen multiple
steps.

105. With tis change, you


will now see our planning
change has been
undone.

If you are new to SAC,


working with private
versions and Version
Management are a great
way to explore planning
features and see the
corresponding changes
with your planning
activities.

106. Another great way to


explore planning features
is to explore the online
help. There is a lot of
great information
contained here and it is
constantly being updated.

47
Week 1

107. Interested in how a


feature works, videos
provide a great way to
explore our capabilities
without a lot of trial and
error. Simply select the
video, watch and then
apply to your planning
model as appropriate.

48
Week 1

108. This is an example of


the videos that are
available for planning.

49
Week 1

109. If you have not already


done so, please save
your story.

110. You may want to


consider saving your
story in the same location
as your model.

When you save items to


your ‘My Files’, these
objects will only be
available to you unless
you share these items,
such as the model or
story.

50
Week 1

111. Now we are going to


go back to the model so
we can load our plan
data. We could have also
created our plan based
on Actuals. However, we
still have some items to
cover on data wrangling.

112. Open your planning


model.

113. Select Data


Management from the
model Workspace.

51
Week 1

114. Once again, we are


going to import data from
a file. In this case, we
are going to upload the
planning data.

115. This file is contained


with the week 1 materials
and should have been
stored locally. Please
select the Plan data file.

116. We are now going to


configure the steps
needed to import the
data. Most of these steps
should be a review.

We have included some


minor data issues to
illustrate some of the
features that are possible
with the new wrangling
experience for the new
model.

52
Week 1

117. Open the Model


Preferences by selection
the wrench icon.

118. We are going to


update the data and we
will reverse sign by
account type based on
how we have staged the
data in the spreadsheet.

119. During our previous


import of actuals data, we
noticed the version was
called out as
‘public.Actual’. We are
going to need to create a
transformation rule to
convert ‘Plan’ to
‘public.Plan’

53
Week 1

120. Notice that when you


open the expression
editor that the system will
provide some tips to help
you create them.

121. Here we are going to


create a new column
where we concatenate
“public.” with the version.

Please take some time to


explore some of the other
transformations that are
possible with the
expression editor.

54
Week 1

122. Select the Custom


Formula icon to close the
display.

123. Here you can see that


we have added a new
column for our planning
version. We chose in this
case to create a new
column but could have
simply updated the
version column itself.

124. The default mapping


for version is
public.Actual. We are
going to un-map this item
and re-map it to our new
column we just created
for our transformation.

55
Week 1

125. May your columns to


the appropriate
dimensions. Pay special
attention to the version
mapping as we will want
to use the column we just
created.

126. This is what the final


mapping will look like
once we have completed
this activity.

56
Week 1

127. Notice that the system


has identified an issue
with Quantity. Based on
the message, the data
type is incorrect. The
system thinks the value is
a string but is an integer.
This mismatch can
sometimes happen if the
sample data does not
contain any values, such
as quantity. However, it
is easy enough to fix. We
will need to Prepare Data
again.

128. Looking at Quantity,


we can visually see that
this is being modeled as
a string. Select the cube
icon to view the definition.

57
Week 1

129. Based on our model,


we will change the data
type for Quantity to
Integer.

130. You may need to


select Next twice to get to
the screen to import the
data.

131. Select the Run Import


button to import the plan
data into the model.
Notice that the
inconsistency with
Quantity has been
resolved.

58
Week 1

132. Press Finish to import


the plan data into the
model.

133. Notice that the data


has been loaded based
on the status. If there
were issues, the status
would not be universally
green.

134. From our model


workspace, select the
Model Structure so that
we can see our plan data
within our modeling
framework.

59
Week 1

135. We can select Plan


from the version
dropdown.

136. And now we can see


our plan data that we
have just loaded.

137. We are now going to


show how we can create
some calculation in a
story as well. This will is a
useful technique to
extend modeling for
various planning
scenarios. In this section
we will take advantage of
the currency variable we
created earlier in the
exercise.

Note that we could also


create this same
calculation in the model
as well. Sometimes it is
useful to create
calculations in the story
for rapid prototyping or for
one-off situations.

60
Week 1

138. We are going to open


our previous story which
should be available from
your home page
(depending on
configuration) or from
Recent Files as shown.

139. Since we are going to


be creating calculations in
the story, we will need to
be in the story design
time. We can enter this
mode by selecting Edit.

61
Week 1

140. We are going to add


our calculation as a
Measure.

141. We want to select the


type to be Currency
Conversion. Then we
will give our measure a
name and sent the target
currency to ‘From
Variable.’

62
Week 1

142. We now see our


calculation in our story.
We can set the currency
variable at the story or
table level.

143. To change the model


variable value at the story
level, we will select our
model. We will then be
prompted to update the
variable. Note that we
had previously set the
variable to ‘No
Conversion’ at the model
level and at the story
level when we first
created this story.

144. We are going to select


USD. Note that we did
not update all the
currency conversion
values for the other
currencies that are
available for selection.
The list of possible
currencies come from the
rate table.

63
Week 1

145. Now we can see that


the Amount_USD that we
created as a conversion
measure matches the
Amount_Var that we
created based on the
currency variable.

146. Please periodically


remember to Save your
report.

64
Week 1

147. From the Designer


panel, select the filter for
Measures.

148. We are now going to


select Amount_USD and
Quantity. These are
going to be used in an
Average Price
calculation.

65
Week 1

149. We will create a


calculated measure,
where we will simply
divide Amount_USD by
Quantity.

150. We can now see our


calculation in the story.
Using story calculations,
we can extend our
modeling paradigm in a
very flexible manner.

66
Week 1

151. If we want to change


the order of the displayed
members, we can also
edit that as well via the
Edit Member Order
menu item.

67
Week 1

152. Basically, I wanted the


table to display
Amount_USD, then
Quantity and then the
Average Price USD,
which can be
accomplished by
dragging and dropping
values into the correct
order.

153. Here you can see the


order has changed.

68
Week 1

154. To clean up our


scenario we will also give
our page a new name.

155. We will call it Week_1.

156. Since we are almost


done with the exercise, it
is a good time to Save
the story if you have not
done so already.

Congratulations! You have finished the exercise.

69

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