A version is a separate set of data that consists of the key figure values assigned to the version. The base version is automatically provided by the standard system when a planning area is activated. The model administrator can define additional versions, for example, upside and downside, by assigning key figures to that version during configuration. Data can be copied from one version to another including the base version, and if required, version-specific master data can be created.
When you edit the key figure data in a planning view, you can work on one version, or you can work on multiple versions simultaneously, which allows you to easily compare and adjust key figure data.
Versions Group
In the SAP IBP, add-in for Microsoft Excel, you can use the following functions in the versions group:
Manage:
You can copy key figure data from one version to another. If version-specific master data has been configured, you can also copy master data from one version to another.
Status:
You can check the status of the background job that is created when you copy master data and key figures between versions.
Schedule:
You can plan recurring jobs for version management.
Copy Functions
Manage Version allows you to copy from one version to another or delete specific key figure data based on specific attribute values and date ranges.
A version is used to manage alternate plans. They can be defined using all of the key figures in a planning area, including calculated key figures. Alternatively, subsets of the key figures can be used to define a version. A version can contain references to a base version key figure, so that it can be used in calculations within the version.
Simulation
After editing the data in your planning view in Microsoft Excel, you can simulate the effect these changes have on your view. A simulation recalculates the view to simulate a scenario with the changes applied. You can then save the changes or refresh the view to discard the changes. You can also save the changes as a user-defined scenario.
If you have multiple planning views in one workbook, a simulation in one planning view is propagated automatically to the other planning views in the same workbook without you having to save the data. The same applies to refreshing simulated data.
Note
In the planning operator settings, the system administrator can define additional steps that are performed during simulation, for example, copying configured source key figure values to target key values before disaggregation.
Scenario
You can save changes made in the planning view as a user-defined scenario in the SAP IBP, add-in for Microsoft Excel. Simulated data is not written permanently to a database, and it is not visible to anyone else unless you share the scenario.
You can display a list of scenarios and make different settings for them by choosing the Manage option in the scenarios group. For each scenario, you can change the header data, and you can define whether the scenario is to be reset (the data is erased but the scenario is kept), promoted (the data is saved permanently to the database and the scenario is reset), deleted, or duplicated.