Analyze, Predict and Plan

Analyze, Predict and Plan

The planning model has the same dimensionality as S/4HANA and the main dimensions include accounts, customer and product. We now want to see, how this is reflected in planning. From this Overview page we can see the following:

  • The same structure as the profit and loss statement for operating income.
  • Actual versus Budget versus Forecast, however, Actuals seems not up-to-date in all details.
  • Main KPIs on the left hand side incl. Variances and a breakdown along the product dimension.
  • The revenue trend including a prediction for the rest of the year.

Drill through to the transaction in S/4HANA Cloud

Note

If you have been directed to this workbook from
  1. Click the link below to access your SAP Analytics Cloud tenant.

Lobby

  1. Enter the username and password provided to you.

  2. Open the preconfigured Story navigate to Files / My Files / Public / Demo_15320 and click on the Updated_BestRun__S4Planning_Story2.0_V2 story.

  3. Under Actual select the arrow to expand 2024, Q1(2024). Select the arrow to expand Net Revenue, Gross Revenue to display Revenue Domestic - Product.

  4. Under Jan (2024), click the value in the cell for Revenue Domestic - Product. Click on Navigate to External URL above and click Drill through to S4 to display line items in the General Ledger.

  5. The S/4 system is opened in a new tab.

  1. In the Company Code field, enter 1710 and select 1710 (BestRun US) when it appears. In the G/L Account Field, enter 41000000 and select G/L Account: 41000000 - Revenue Domestic - Product when it appears. Set Status to All Items. Make sure Posting Date is blank. Click the drop-down under Fiscal Year Period to define or view conditions for the fiscal year period.

Note

Add any necessary filters using

  1. Enter 001/2024, 002/2024, 003/2024 in the equal to fields and click OK

  2. Click Go to see all Line Items.

  1. Click on one of the journals listed i.e, 9400000001 to see the options available. Most of the revenue journals come from the sales order.

  2. In the pop-up menu, click Display Document Flow - Journal Entry.

Note

If it is not visible, click

  1. Select the box on one of the Journal Entries under G/L Document Flow and click Display as T-Accounts.

  2. This page displays the Accounting Impact of the Journal Entries. Here you can see the Balance Sheet Accounts and Profit and Loss Accounts.

  3. Press Back and select the SAP Analytics Cloud tab on your browser to return to Overview.

Summary

Congratulations you have analyzed the variance with different views before the modification of plan data and checked the actual data in 2024.Q1. You drilled through to S/4HANA to show the data sync between S/4HANA and SAC; and also sourced back to an S/4HANA GL line item detail to see the data flow.

Learning

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