Using Basic Manual Planning

Objective

After completing this lesson, you will be able to perform simple data entry and work with planning data in tables.

Data Entry

Data entry is key to planning functionality. SAP Analytics Cloud's planning functionality makes it easy to enter data, perform calculations on that data, and write it back to your database.

In the following example, you can see some of the key data entry features in SAP Analytics Cloud:

  • Adjust plan by +/-, %, or absolute value.
  • Shortcut scaling characters to simplify input.
  • Automatic highlights of impacted and related cells.
  • Messages with number of records changed.
Data being changed on the left, with the resulting changes showing on the right.

Data Scaling

Data tables in stories are automatically scaled to thousands or millions, depending on the data. The scaling factor is displayed on the upper left of the data table. When you enter numeric values, for example 10 as you can see in the following example, the system automatically displays the scaling factor in the cell.

Example of data scaling highlighted in yellow in an SAP Analytics Cloud story table.

It is also possible to set scaling for a table in the data region styles.

Data Change Indicator

You can see in the following example that when there's a data change an asterisk appears in the affected column. The asterisk and the yellow markup mean that the data entry function is being used but not published.

Data entries can be tested before you save and publish them.

Data table with change indicator highlighted.

Values

You can type an absolute value in a cell or type a relative value, such as *2 or +500 to perform simple mathematical calculations on existing data. For example, if the data value in a cell is 100, and you type *2 in the cell, the value will change to 200.

Relative Value Options

Relative Value Symbol

In this table, X represents a number.

Description
* XMultiply the value by X
/ XDivide the value by X
X% or - X%Increase or reduce the value by X percentage
+ XAdd X to the value
- XSubtract X from the value

You can also include the scale when typing a value. For example, if you want to enter the value 1,000,000, you can simply type 1M, and SAP Analytics Cloud will interpret that entry as 1,000,000.

Scale Options

ScaleSingle LetterComplete WordShort Form
ThousandTThousandK
MillionMMillionM
BillionBBillionBn

Hint

You can also copy and paste values from a source such as Microsoft Excel or a flat file to develop your dataset.

Perform Manual Planning

Business Scenario: You have a forecast income statement for 2025, however, there are some adjustments you need to make due to changes in planning assumptions. There is a roll-out of a new product in March of 2025. Supply chain issues will not allow the new product to be produced in-house but one of your suppliers has the capacity. The only downside is that the supplier's quality is not the best, therefore, returns are expected to go up.

You need to adjust the data as efficiently as possible and to do this, you will perform manual input planning.

Task Flow: In this practice exercise, you will:

  • Create a private planning version
  • Update the forecast income statement using manual planning