Using the SAP Analytics Cloud, add-in for Microsoft Excel, you can plan data based on SAP Analytics Cloud planning models. Watch this short video to find out more.
Key Points to Note
Data Entry: The planning scenario is based on the Mass Data Entry mode. In this mode, you can enter multiple values in a table without waiting for the system to update between entries.
Hierarchy Nodes: You can also enter planning values for hierarchy nodes. When processing data, the planning value for a hierarchy node will be applied proportionally to all unchanged elements of the hierarchy.
Restrictions: You can plan on only one model at a time. Therefore, the other tables in your workbook are disabled and the Designer panel is not available, as you can see in the example above. If you want to plan on a different model in the same workbook, then you have to disable the planning mode for the current model and start it for the next one.
To disable a model for planning:
- Choose a cell in the table
- In the builder panel, select the More ... option for the model, as shown in the following example
- Deselect Planning Enabled
Saving Data: Selecting Process Data saves the planned values in the workbook. Selecting Publish Data saves the values to the planning model.
Data Input Control: The add-in does not support data input control, so you do not have a visual indication of the locked cells. Processing data on locked cells might be possible, but publishing is not allowed.
Data Actions: If data actions have been created in SAP Analytics Cloud, they can be added to a workbook by selecting Planning Triggers in the ribbon.