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Introduction to SAC Planning
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Profitability
Forecast
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Value Driver Tree
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Seamless Planning

Forecast

Objective

After completing this lesson, you will be able to import the Forecast.

Based on what we have learned in the previous chapters, we can create or modify the financial forecast which is an estimate of the future financial outcomes for a company.

At present our model only has Actual data stored within it - we need to add some Forecast data which we will get from a CSV file.

Import Forecast Data

Before we import the data, we need to manually add Forecast to the Version dimension.

  1. In the Main Menu bar select Files > My Files, then select your model PnL_Admin (or the model you copied PnL_Admin_NEW_).

  1. In the Model Structure Workspace, select the Edit Dimension Table button mext to Version.

  1. The display mode should be set to List by default, if it is not, select the Switch display mode to list icon to change it to this view. In the toolbar select the + (Add) icon.

  1. Add the following values to the Member panel on the right:
    • Description: Forecast
    • Category (select from the drop-down): Forecast

  1. Select the Save icon to save the changes.

  1. Select the back arrow to return to the Model Structure.

Note

If you are doing this as a standalone module, download

Navigate to Files > My Files > Public > Experience Academy - SAC Planning > Datasets. Then select the file Data_PnL_Forecast.txt to download it.

  1. Select Data Management from the Workspace drop-down and then select the Import Data button.

  1. Select the File (Local File or File Server) option from the list.

  1. Click the Select Source File button, then select the file Data_PnL_Forecast.txt from the location that you have downloaded your datasets to. Then select Import.

  1. Wait for this confirmation message:

  1. When the import job is added to the table, select Set Up Import.

  1. In the Prepare Data screen there are no errors shown, so select Next to proceed to the next screen.

  1. In the Map to Facts screen, we are shown the Source and Target mappings. The first step will be to unmap the Default Value for version, as we need to change it. Select the X beside the Source Default Value that is mapped to Version.

  1. You will see that Version has been added back into the Unmapped section.

  1. In the Source column for Version, select the More (…) icon then Set default value…

  1. Select public.Forecast then OK.

  1. You will get a confirmation message at the bottom of the screen.

  1. You will see that the Default Value mapped to Version is set to public.Forecast. Next you can map the remaining columns. Drag and drop the following values from Source Columns to Unmapped:

    • ENTITY to Organisation
    • PRODLINE to Products
    • SIGNEDDATA to Measure_Admin

Note

SAP Analytics Cloud analyses your imported data and automatically assigns the columns as either dimensions or measures. Check that your column types are designated correctly and correct any errors that have been detected.
  1. The Map to Facts screen should now look like this:

Select Next to continue.

  1. The Map Properties screen allows you to review the mapping properties. Select Next to validate the data.

  1. Once the data is validated, a confirmation message will appear.

  1. In the Review Import screen, select Run Import to import the validated data.

  1. Review the model settings and select Finish to import the data.

Note

While the import is running, the following is displayed:
  1. Once complete, the following screen is displayed, providing information about the status of the import and the number of rows imported.

Note

In addition to the

Based on what we have learned in the previous chapters, we can create or modify the financial forecast which is an estimate of the future financial outcomes for a company.

At present our model only has Actual data stored within it - we need to add some Forecast data which we will get from a CSV file.

Import Forecast Data

Before we import the data, we need to manually add Forecast to the Version dimension.

  1. In the Main Menu bar select Files > My Files, then select your model PnL_Admin (or the model you copied PnL_Admin_NEW_).

  1. In the Model Structure Workspace, select the Edit Dimension Table button mext to Version.

  1. The display mode should be set to List by default, if it is not, select the Switch display mode to list icon to change it to this view. In the toolbar select the + (Add) icon.

  1. Add the following values to the Member panel on the right:
    • Description: Forecast
    • Category (select from the drop-down): Forecast

  1. Select the Save icon to save the changes.

  1. Select the back arrow to return to the Model Structure.

Note

If you are doing this as a standalone module, download

Navigate to Files > My Files > Public > Experience Academy - SAC Planning > Datasets. Then select the file Data_PnL_Forecast.txt to download it.

  1. Select Data Management from the Workspace drop-down and then select the Import Data button.

  1. Select the File (Local File or File Server) option from the list.

  1. Click the Select Source File button, then select the file Data_PnL_Forecast.txt from the location that you have downloaded your datasets to. Then select Import.

  1. Wait for this confirmation message:

  1. When the import job is added to the table, select Set Up Import.

  1. In the Prepare Data screen there are no errors shown, so select Next to proceed to the next screen.

  1. In the Map to Facts screen, we are shown the Source and Target mappings. The first step will be to unmap the Default Value for version, as we need to change it. Select the X beside the Source Default Value that is mapped to Version.

  1. You will see that Version has been added back into the Unmapped section.

  1. In the Source column for Version, select the More (…) icon then Set default value…

  1. Select public.Forecast then OK.

  1. You will get a confirmation message at the bottom of the screen.

  1. You will see that the Default Value mapped to Version is set to public.Forecast. Next you can map the remaining columns. Drag and drop the following values from Source Columns to Unmapped:

    • ENTITY to Organisation
    • PRODLINE to Products
    • SIGNEDDATA to Measure_Admin

Note

SAP Analytics Cloud analyses your imported data and automatically assigns the columns as either dimensions or measures. Check that your column types are designated correctly and correct any errors that have been detected.
  1. The Map to Facts screen should now look like this:

Select Next to continue.

  1. The Map Properties screen allows you to review the mapping properties. Select Next to validate the data.

  1. Once the data is validated, a confirmation message will appear.

  1. In the Review Import screen, select Run Import to import the validated data.

  1. Review the model settings and select Finish to import the data.

Note

While the import is running, the following is displayed:
  1. Once complete, the following screen is displayed, providing information about the status of the import and the number of rows imported.

Note

In addition to the
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