Quick Start Guided Demo
Introduction to SAC Planning
Story Telling
Build a Model
Profitability
Forecast
Data Actions
Value Driver Tree
Collaboration
Seamless Planning

Run Allocation

Objective

After completing this lesson, you will be able to run the Data Allocation created in the previous exercise.
  1. Navigate to Files > My Files. Then select your Story Admin_FirstReport_.

  1. First, ensure that you are in View mode (select View if you aren’t already).

  1. In the Page Selection drop-down, select Profit.

  1. Select the table and then click the Version Management icon.

Note

The Version Management panel will appear on the right-hand side of the screen.
  1. Under Public Versions, select the copy icon for the Actual version.

  1. Enter ProductProfit in the Version Name field and select Copy.

Note

The new version is available under
  1. Select Close to close the Version Management panel.

  1. Select Edit to move to Edit Mode.

  1. To add the Data Action to the report, under the Insert section of the toolbar select + Add > Starters > Data Action Starter.

Note

The Data Actions settings appear on the right-hand side of the screen.
  1. In the Label and Description fields enter Run Allocation, and select Admin_Process1 from the Data Action dropdown.

  1. Select the table to open its properties in the Builder panel, then under the Filters section select Version.

  1. Ensure that only ProductProfit is selected (De-select Actual if it is also selected) and then click OK.

  1. Save your Story by selecting the Save icon > Save.

  1. Select View to view the report.

  1. In the Page Selection drop-down, select Profit again.

  1. Select the Run Allocation button.

  1. Click the Selection menu icon to see a list of available versions.

  1. Select the Private Version that you created earlier from the list of Available Items and select OK.

  1. Select Run.

Note

Notice the updated fields in the table after running the allocation.

  1. Navigate to Files > My Files. Then select your Story Admin_FirstReport_.

  1. First, ensure that you are in View mode (select View if you aren’t already).

  1. In the Page Selection drop-down, select Profit.

  1. Select the table and then click the Version Management icon.

Note

The Version Management panel will appear on the right-hand side of the screen.
  1. Under Public Versions, select the copy icon for the Actual version.

  1. Enter ProductProfit in the Version Name field and select Copy.

Note

The new version is available under
  1. Select Close to close the Version Management panel.

  1. Select Edit to move to Edit Mode.

  1. To add the Data Action to the report, under the Insert section of the toolbar select + Add > Starters > Data Action Starter.

Note

The Data Actions settings appear on the right-hand side of the screen.
  1. In the Label and Description fields enter Run Allocation, and select Admin_Process1 from the Data Action dropdown.

  1. Select the table to open its properties in the Builder panel, then under the Filters section select Version.

  1. Ensure that only ProductProfit is selected (De-select Actual if it is also selected) and then click OK.

  1. Save your Story by selecting the Save icon > Save.

  1. Select View to view the report.

  1. In the Page Selection drop-down, select Profit again.

  1. Select the Run Allocation button.

  1. Click the Selection menu icon to see a list of available versions.

  1. Select the Private Version that you created earlier from the list of Available Items and select OK.

  1. Select Run.

Note

Notice the updated fields in the table after running the allocation.

Learning
SAP FacebookSAP YoutubeSAP LinkedIn