Creating Dashboards and Analytics

1. Create the first chart in the Analytics (Advanced) app using the following details:

   Field	Value
   Name	T## IBP500MAP
   Description	T## IBP500MAP
   Planning Area	ZCONTROLTO
   Key Figures	Dependent Demand
   Group by	Location ID
   Unit of Measure To ID	EA
   Currency To ID	USD
   Type	Geographic → Geo Bubble

   Field	Value
   Versions/ Scenarios	BaseVersion
   Time Period	Week
   From/ To	Current Week + 1 to Current Week +4
   Rolling	Select checkbox to indicate rolling time horizon
   Filters	Product T-F2##

   Note

   If you do not see a filter for the Product attribute, use the hyperlink Filters on the top right of the screen and search/add more filters.

   1. In the General Planner group on the SAP Fiori launchpad home page, choose Analytics Advanced.

      The Analytics screen appears.

   2. Choose Create → Analytics Chart.

   3. In the Create New Chart dialog box, enter the name T##IBP500MAP and the same in the description field.

   4. In the Planning Area dropdown list on the right side of the screen, choose ZCONTROLTO planning area.

      If a Warning dialog box appears with the message All your changes will be lost. Are you sure you want to change the planning area?, choose OK.

   5. In the Key Figures field, select the following key figures:

      Dependent Demand

   6. In the Group By field, choose Location ID.

   7. Choose Currency to ID USD.

   8. Choose Unit of Measure to ID EA.

   9. Select the type as Geo Bubble.

   10. On the top right of the screen, choose Show Filter Bar if not shown yet and choose Week in the Time Periods field. In the From/To field, choose the relevant dates for next week start to Current Week+4 end.

   11. Via the Filter hyperlink at the top, choose Filter→Product ID, and then choose T-F2##.

   12. To render the chart, choose Play.

   13. To save the chart, choose Save.

   14. You can move your map on the screen and you can change the scale via the controls in the left top corner of the map.

   15. Observe that thresholds are automatically generated to make the Geo Bubble chart more readable.

2. Create a second chart using the following details. In the chart, introduce the reference line and select the custom color for the line.

   Field	Value
   Name	T## IBPCONSENSUS
   Description	T## IBPCONSENSUS
   Planning Area	ZCONTROLTO
   Key Figures	Consensus Demand
   Group by	Week
   Unit of Measure To ID	EA
   Currency To ID	USD
   Type	Comparison → Column
   Axis Value Format for Primary Axis	Standard 123.456
   Reference Line Name	Last Year Average
   Reference Line Type	Fixed
   Reference Value	18.500

   Field	Value
   Versions/ Scenarios	BaseVersion
   Time Period	Week
   From/ To	Current Week to Current Week +9
   Rolling	Select check box to indicate rolling time horizon
   Filters	Products T-F2##, T-F3##, T-F4##

   1. On the SAP Fiori launchpad home page, in the General Planner screen area, choose Analytics.

      Result

      The Analytics screen appears.

   2. Choose Create → Analytics Chart.

   3. In the Create New Chart dialog box, enter the name T##IBP Consensus and the same description.

   4. In the Planning Area dropdown list on the right side of the screen, choose ZCONTROLTO planning area.

      If a Warning dialog box appears with the message All your changes will be lost. Are you sure you want to change the planning area?, choose OK.

   5. In the Key Figures field, select the following key figures:

      Consensus Demand

   6. In the Group By field, choose Week.

   7. Choose Unit of Measure to ID EA.

   8. Select the type as Column.

   9. On the top right of the screen, choose Show Filter Bar if not shown yet and choose Week in the Time Periods field. In the From/To field, choose the relevant dates for current week start to current week +9 end.

   10. Via the Filter hyperlink at the top, choose Filter→Product→Product ID, and then choose three T-F### products that correspond to your group (T-F2##, T-F3##, T-F4##).

   11. Choose Save.

   12. Return to Edit Mode and in the Chart Options tab, change the axis value format and data value format to Standard 123.456,00.

   13. In the Reference Lines section, choose Add and create a reference line, naming it Last Year Average and choosing a fixed value of 18.500.

   14. In the Color section, choose Custom Colors → Edit → More colors and select a custom color from the palette.

   15. Choose Save.

3. Create a dashboard and assign it to a category Control Tower-## via the Manage Categories app using the following details:

   Field	Value
   Name	T## Dashboard
   Description	T## Dashboard
   Category	Control Tower##
   Refresh Time Format	Relative
   Favorite	Yes

   1. Search for the Manage Categories app in Web UI.

   2. Choose Create and type Control Tower## category using where-used Dashboards.

   3. In the General Planner group under Web UI, choose Dashboard Advanced.

   4. To create a new dashboard, choose New.

   5. In the Dashboard Details popup, enter the details from the table above.

   6. Choose Save. An empty dashboard displays.

4. Assign charts to your dashboard.

   1. Choose Add→Analytics Charts.

   2. Select the charts that you created in previous steps.

   3. Choose Add Chart.

   4. Hover over the icons above each chart to customize your dashboard (for example, to resize or refresh charts).

5. (Optional) Use the Manage Master Data app to verify that master data is in place to support rendering of Geo Bubble chart.

   1. In the search field on top of the screen, search for Manage Master Data and open the app.

   2. To reduce the amount of master data types being displayed, enter C55 in the search field. C55 is the master data prefix for the ZCONTROLTO planning area.

   3. Open the master data type C55LOCATION.

   4. A new view opens in which the existing locations are displayed.

   5. Observe that the attributes Geo Latitude and Geo Longitude are populated for the locations, except for the Vendor.

      Note

      Any search engine can be used to query this data, if the location is known. For the POCs or projects where number of locations is small, you can populate Geo coordinates manually. For fully integrated master data, mapping needs to be done in CI-DS.

Note that if you have not yet created a connection to SAP Integrated Business Planning solution in Microsoft Excel, you will need to do it for this exercise.

1. In Microsoft Excel, create an SAP IBP connection and log on to the system using the credentials provided to you.

   1. Open Microsoft Excel and choose the SAP IBP tab.

   2. On the Connection section of the ribbon, choose Log On. The Logon dialog box appears.

   3. Choose the ... button to the right of the Connection field.

   4. Choose Create Connection to create the connection with the logon credentials provided to you.

   5. In the Connection Name field, enter SAP500.

   6. In the Server URL field, enter the server address provided to you and choose the ... button to look up existing planning areas.

   7. Enter your ID and password, confirm, and choose planning area ZCONTROLTO in the new prompt, where all available PAs are listed.

   8. Confirm each pop-up window with OK and log on.

2. Create a new view from an empty sheet that will display Consensus forecast using the following settings. Save your planning view as a favorite called Consensus Forecast##.

   Field	Value
   Time Period	Weekly
   Time Settings	Current Week +1 -Week +5
   Attribute	Product ID
   Key Figure	Consensus Demand
   Filter (Attribute-Based Filter)	Product IDs T-F2##, T-F3##, T-F4## Add this filter as My Group Products additional filter for Product Sub-Family Series 2 (not included in the previous stored filter)
   Planning Scope	Planning Unit corresponding to your ##
   Planning notes field	Show from all levels
   Currency To ID	USD
   Unit of Measure To ID	EA

   1. On an empty sheet, select cell A1 and choose New View→Without template on current sheet...

   2. Select the values in the relevant fields as per the table above.

   3. As the data has been preloaded for all students, you need to create a filter for products that only you will be using. On the Filter tab, select the Product ID attribute and then choose all products T-F2##, T-F3##, and T-F4## with your ##.

   4. Select Add Filter and name your filter My Group Products.

   5. Additionally, filter for Product Sub-Family to include only Series2 (it is not necessary to add the Sub-Family to your My Group Products filter).

      

   6. Add your planning view as a favorite called Consensus Forecast## by choosing Favorites section of IBP ribbon and selecting Add.

3. Introduce a change in Consensus Demand in Current Week +3, and create a planning note referencing that change.

   1. Select Current Week + 3 with your cursor and change the value of Consensus Demand by rounding it up to the nearest 5,000.

   2. Using the context menu, select Add Planning Note and type a note of your choice, for example, Sales Change.

   3. Choose Save Data.

   4. You can choose Show Planning Note using the context menu and verify that your note is there.

4. Create a chart in Analytics Advanced using the following details:

   Field	Value
   Name	T## IBPCONSENSUSNOTE
   Description	T## IBPCONSENSUSNOTE
   Planning Area	ZCONTROLTO
   Key Figures	Consensus Demand
   Group by	Week, Product ID
   Unit of Measure To ID	EA
   Currency To ID	USD
   Type	Comparison → Column
   Planning Notes	Show from all levels

   Field	Value
   Versions/ Scenarios	BaseVersion
   Period Type	Week
   From/ To	Next Week to Current Week +6
   Rolling	Select checkbox to indicate rolling time horizon
   Filters	Product T-F2##, T-F3##, T-F4##

   1. On the SAP Fiori launchpad home page, in the General Planner screen area, choose Analytics - Advanced.

      Result

      The Analytics screen appears.

   2. Choose Create → Analytics Chart.

   3. In the Create New Chart dialog box, enter the name T##IBP ConsensusNote and the same description.

   4. In the Planning Area dropdown list on the right side of the screen, choose ZCONTROLTO planning area.

      If a Warning dialog box appears with the message All your changes will be lost. Are you sure you want to change the planning area?, choose OK.

   5. In the Key Figures field, select the following key figures:

      Consensus Demand

   6. In the Group By field, choose Week and Product ID.

   7. Choose Planning Notes → Show for all Levels.

   8. Choose Unit of Measure to ID EA.

   9. Select the type as Column.

   10. On the top right of the screen, choose Show Filter Bar if not shown yet and choose Week in the Time Level field. In the From/To field, choose the relevant dates for next week start to current week +6 end.

   11. Via the Filter hyperlink at the top, choose Filter→Product→Product ID, and then choose three T-F## products that correspond to your group (T-F2##, T-F3##, T-F4##).

   12. To render the chart, choose Play.

   13. To save the chart, choose Save.

5. Display notes on your analytics chart.

   Note

   Replication of planning notes in Web UI might need a few minutes, before they are visible.

   1. Choose the Planning Notes button in display mode.

      

      Result

      The chart uses the plain and empty patterns to show data points with and without planning notes.

   2. Select a datapoint with notes on the chart.

      Result

      The notes are shown in a table below.

1. Create an analytics chart using the following details:

   Field	Value
   Name	T##DEMANDDRILLDOWN
   Description	T##DEMANDDRILLDOWN
   Planning Area	ZCONTROLTO
   Key Figures	Marketing Forecast Qty
   Group by	Product Sub-Family
   Unit of Measure to ID	EA
   Currency to ID	USD
   Type	Distribution->Pie

   Field	Value
   Versions/ Scenarios	BaseVersion
   Attributes	Product Sub-Family > Values Series 2, 3, 4

   Note

   If you do not see a filter for the Product Sub-Family attribute, use the hyperlink Filters on the top right of the screen and search/add more filters.

   1. In the General Planner group, choose Analytics Advanced.

   2. Choose Create→Analytics Chart. The Chart Create screen displays.

   3. In the right panel, enter the details from the first table.

   4. In the chart filter section, enter the details from the second table.

   5. To render the chart, choose Play.

   6. To save the chart, choose Save.

2. Create a drill-down using the following details:

   Field	Value
   Name	DD_to_Product
   Description	DD_to_Product

   1. To edit the chart T##DEMANDDRILLDOWN, choose Edit.

   2. To create a drill-down, click a data point in the pie chart.

   3. Click the drill-down icon next to the play/pause button.

   4. Verify that Create is selected.

   5. Enter the details from the table.

   6. In the Basic Settings for the drill-down chart, in Group By, select Product ID.

   7. Change the type to Heat Map (in the Comparison Group).

   8. To render the chart, choose Play.

   9. To save the chart, choose Save.

      Note

      You can create multilevel drill-downs, depending on the complexity of the master data and individual reporting needs.

3. Create second level drill-down grouping the information on Month level:

   1. To create a drill-down, click a data point in the heat map while in Edit mode.

   2. Click data point selected above in Step 2b

   3. Click the drill-down icon next to the play/pause button.

   4. Select Existing and DD_to_Product in theSelect Drilldown Path pop-up window and then click OK.

   5. In the Basic Settings for the drill-down chart, in Group By, select Month.

   6. Change the type to Column (in the Comparison Group).

   7. To render the chart, choose Play.

   8. To save the chart, choose Save.

4. Add your chart with the drill-downs to the previously created dashboard and verify your drill-downs.

   When all analytic charts and drill-downs are created, close all the charts and return to the Home screen.

   1. In the General Planner group, choose Dashboards Advanced.

   2. Select the dashboard that you created previously with category Control Tower.

   3. Add the chart T##DEMANDDRILLDOWN to your dashboard.

   4. Execute drill-down from the dashboard to test the functionality.

1. Create a planner workspace using the following details:

   Field	Value
   Name	T## Demand Consolidation
   Description	T## Demand Consolidation
   Planning Area	ZCONTROLTO

   1. In the General Planner group, choose Planner Workspaces.

   2. Choose Create. The Create Planner Workspace screen appears.

   3. In the dialog box, enter the details from the first table.

   4. To confirm, choose Create.

2. Add Analytics Chart T## IBP500MAP to the workspace by creating a new workbook, named My Workbook, and a new variant called T## Workbook.

   1. Click on Workbooks button on far left side of screen.

   2. In pop-up screen select Add Workbook/Variant .

   3. Create a new Workbook to your workspace and name it My Workbook .

   4. Select ... and choose Create Variant.

   5. Name your variant T## Workbook.

   6. Once the workbook and variant is set up, select + on the far right of the screen and select Analytics Chart.

   7. In the Add Analytics Chart pop-up screen, choose the T## IBP500MAP chart, which was created in the first exercise and select the Add button.

   8. Choose Save in the upper-right corner to save your adjustments.

   9. Use the Move icon or the panel bar above the chart to move it within the planner workspace.

1. In the Web UI, create a new analytics story to compare Marketing Forecast Revenue with Sales Forecast Revenue using the app Manage Analytics Stories. For opening the story, you need to click through several pop-up screens. For these, use the following data:

   Field	Value
   Name	T##Story1
   Description	T##Story1
   Data Source	ZCONTROLTO
   Conversion Factors	Currency To ID = EUR Unit of Measure To ID = EA

   1. Log in to the Web UI using your ID.

   2. Enter Manage Analytics Stories in the search bar on top of the screen and open the app.

   3. Choose Create to create a new story.

   4. In the pop-up window, provide a Name and Description as indicated in the table.

   5. Choose Next and wait until you are connected to the embedded SAC.

   6. In the next pop-up window, provide the Data Source, which is the planning area in our case, and confirm your selection.

   7. A third pop-up window appears, where you need to provide the Currency To ID and Unit of Measure To ID as indicated in table. Confirm with Set.

      Result

      You have successfully created a new Analytics Story. You should also be able to see your empty story with two sections, in which you can now add charts, numbers, calculations and so on.

2. Add a time series graph to display the desired data. For this, you need to add a chart to your story, which can be added via the Insert section in the toolbar of the app. When choosing to add a new chart, the Builder appears on the right side of the screen, where you can maintain the required inputs for your chart. After entering the information, validate the output in your story.

   Field	Value
   Chart Type	Time Series
   Measure	Marketing Fcst Rev. Sales Fcst Rev.
   Time	Month (First Day)
   Filter	Leave Version = Base Versions add Product ID = T-F2##, T-F3##, T-F4##

   1. On the menu bar at the top, choose Charts in the Insert menu to add a new graph to your story. On the right-hand side, a new section displays. Here you find the Builder, where you can define the type of chart, inputs, filters, and so on.

   2. Open the dropdown menu for Currently Selected Chart and choose the Time Series chart type.

   3. In the Measures section, choose the two key figures mentioned in the table.

   4. On the Time dimension, choose Month (First Day).

   5. In the Filters you will see that the Base Version is already added as filter criteria. In addition to that, add your Product IDs to the filter by clicking Add Filters and entering Product ID in the pop-up window. In the next screen, choose your products, as indicated in the table.

   6. Validate the output in the chart.

   7. Click on Create.

      Result

      You should see that your newly created chart gets automatically populated with data.

3. On the tab next to the Builder, you can switch to Styling (paintbrush symbol). Here you scroll down to the Number Format to adjust the decimal places to 0. This avoids displaying unnecessary decimal values in your chart.

   1. In the upper-right corner of the Builder, you can see a paintbrush symbol, symbolizing the Styling menu. Open this menu.

   2. Scroll down to the Number Format section, and open up the dropdown menu for Decimal Places.

   3. In the dropdown menu, choose 0.

   4. Note that in your chart on the left, the decimal numbers get automatically removed.

      Result

      Your chart is updated and no decimals are displayed within the graph anymore.

4. Add a calculated measure to your chart by adding a new measure. You want to simulate how the Sales Fcst Rev. would look like if a price increase of 10% would be realized. For this, create a new calculated measure, in which you multiply Sales Fcst Qty with Sales Fcst Price and with 1.1 (which indicated the 10% price increase).

   1. In the Builder toolbar, choose Add Measure.

   2. In the opened key figure menu, choose Add Calculation to be able to add your formula.

   3. A new pop opens. Confirm Type equals Calculated Measure, and provide a Name Sales Price Increase 10%.

   4. Click into the Edit Formula field and enter the following calculation: Sales Fcst Qty * Sales Fcst Price * 1.1 Note that the system will automatically propose matching key figures and once you confirm them, the name is translated into the technical ID.

   5. Confirm with OK. The chart should update with the measure you just have created manually.

      Result

      You have added a manual ad-hoc calculation to your chart, which has not been predefined in the data model beforehand.

   6. Once you are finished with your Analytics Story, confirm your adjustments with Create or, if you are editing your Story again, after you have already successfully created it, just confirm with Save.