BI212
SAP NetWeaver BI –
Integrated Planning
Implementation
Experience
Contributing Speaker
Andrew Hong
SAP NetWeaver BI Competency Lead,
IBM Global Business Services
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Learning Objectives
As a result of this workshop, you will be able to:
Understand the key functionality of SAP NW Integrated Planning
Understand the new front-end and integration with reporting
Understand the key implementation steps for Integrated Planning
including Data Modeling, Planning Model, Layout, Functions, and
Embedding Queries in Planning Workbooks
Learn the benefits and practical lessons
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Introduction
BI Integrated Planning – New Functionality
Front-End and Integration With Reporting
Data Modeling
Lessons Learned
Business Benefits
Summary
Introduction
BI Integrated Planning – New Functionality
Front-End and Integration With Reporting
Data Modeling
Lessons Learned
Business Benefits
Summary
BI Integrated Planning
BI-IP is delivered as part of NetWeaver 7.0
BI-IP delivers a generic planning environment for customers to build specific
planning applications
BI-IP can co-exist with SEM-BPS or BW-BPS
BI-IP provides significant enhancement in functionality
Delivery of a more user-friendly and flexible planning interface
Common UI for Planning and Reporting
OLAP engine is now aware of plan data even before it is saved to database
BI Analysis features now available for business planning (drill-down, calculation,
formula, exceptions, etc.)
Major enhancements in the ability to leverage Excel
Ability to store planning templates locally and work offline using Excel workbooks,
and reconnect as required
Enhanced flexibility to combine local and central planning functions
A new web-based planning modeler for creating and modifying any type of plan
Faster implementation and lower maintenance cost
Enhanced distribution capabilities via Information Broadcasting
BI-IP with SAP NetWeaver 7.0 supports easy-to-use planning in BI
environment and is fully integrated in SAP NetWeaver
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Old Architecture – SAP BW and BPS
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SAP BI Integrated Planning Architecture
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BI Integrated Planning Architecture
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BI-IP Architecture Highlights
Analysis and planning share the same modeling tools: BEx Query
Designer, BEx Analyzer, BEx Web Application Designer
Common user interface for planning and analysis
Analysis features available for business planning
Using the same key figures, master data, and meta data of
existing SAP NetWeaver BI system
Common database
Shared variable and filter concept
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Building BI-IP Applications
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Introduction
BI Integrated Planning – New Functionality
Front-End and Integration With Reporting
Data Modeling
Lessons Learned
Business Benefits
Summary
BI-IP Front-End
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User Interfaces
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User Interfaces – BEx Analyzer
BEx Analyzer Excel Add-on
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Information Broadcasting
Information Broadcasting
Generate PDF document or print
Available in BEx Report Designer, in BEx Web Application Designer,
and from the context menu of BEx Web application or ad hoc analyses
created using the BEx Web Analyzer
Use Information Broadcasting to deply and shae results of planning
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Introduction
BI Integrated Planning – New Functionality
Front-End and Integration With Reporting
Data Modeling
Lessons Learned
Business Benefits
Summary
Planning Model Overview
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Real-Time InfoProvider
Create using the
DW Workbench
Data store for
plan values
Basis for planning
Data load is possible
Can be a part of
Multi-Provider
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Planning Model
BW-BPS BI Integrated Planning
Based on NW 7.0
Planning area InfoCube settings
Characteristic relationship Characteristic relationship
Data slice Data slice
Planning level Aggregation level
Package Filter
Planning function Planning function
Planning layouts are replaced by input-ready queries
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The Planning Modeler – Design Mode
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Planning Modeler – Aggregation Level
Choose InfoCube
– Is it a virtual InfoProvider
– Based on real-time
InfoProvider
– Based on Multi-Provider
Aggregation Level
– Characteristics and key
figures
– Define level of aggregation
Characteristics Relationship
Data Slices
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Planning Modeler – Filter, Planning Function/Sequence
Define selection of
characteristic value
within your aggregation
level
Dynamic use of
variables, hierarchies,
attributes
Define work package
for planner
Filter is shared with
BEx Query Designer
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Create Planning Function
Choose from SAP standard functions (COPY, REVALUATE,
DISTRIBUTE, Formula,…).
Develop custom-specific function.
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Create Planning Function – Variables
Variables are shared with BEx
Query Designer
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Create Planning Sequence
Use planning function in planning sequences.
Integrate planning sequence into process chain for automatic
execution.
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Design Plan-Ready Query
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DEMO
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Demo Scenarios
Sales Planning Scenario
Volume Planning Scenario
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Introduction
BI Integrated Planning – New Functionality
Front-End and Integration With Reporting
Data Modeling
Lessons Learned
Business Benefits
Summary
Lessons Learned
Invest enough time in your data modeling and design phase to create a
useful planning/consolidation solution
Business processes should drive the data model/design
Keep performance in mind throughout the implementation and on an
ongoing basis e.g. aggregates, archiving, compression etc.
Make sure authorization is in harmonization with reporting, planning and
consolidation tasks
Prepare well for testing and validation
Technology is improving
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Introduction
BI Integrated Planning – New Functionality
Front-End and Integration With Reporting
Data Modeling
Lessons Learned
Business Benefits
Summary
Benefits
Improved user experience
– Input-enabled query
– Same Reporting and planning user interfaces
– Use of BW variables (BW-BPS variables are obsolete)
Better support and flexibility for power users
Lower TCO
Performance
– BI Accelerator works for planning functions
– Data can be read from OLAP cache
– Dedicated IP Delta buffer for planning functions and plan queries
New types of analytics
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Introduction
BI Integrated Planning – New Functionality
Front-End and Integration With Reporting
Data Modeling
Lessons Learned
Business Benefits
Summary
Q&A
THANK YOU FOR YOUR
ATTENTION !
QUESTIONS – SUGGESTIONS – DISCUSSION
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Feedback
Please complete your session evaluation.
Be courteous — deposit your trash,
and do not take the handouts for the following session.
Thank You !
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