Formatting a Planning View

Objective

After completing this lesson, you will be able to format a planning view

Options and Functions in Report Editor

All report options that are available for SAP Integrated Business Planning for Supply Chain are contained in one new window called Options that can be found under the Settings menu in the ABOUT section of the SAP Integrated Business Planning for Supply Chain ribbon.

The sheet options in the General and Formatting Tab can now also be used without an active SAP IBP planning view open.

You can adjust your settings there and then set these as default. The defaults are user-dependent and are saved for the user on their PC.

Select the Sheet options.

Formatting

The settings on the Display tab have an impact on the formatting and appearance of the planning views. They are defined per sheet.

Display Header Option

You can choose the type of header name you want to use in the report as follows:

  • Caption: This name is the one that has been defined in the model configuration as the default name. Note that, in a report, you can then choose other member names to display as alternatives to the captions.
  • Fill Unique Name: This name is the fully qualified member name, including the dimension and technical name.

AutoFit Column Width

When the AutoFit Column Width option is selected, the application automatically changes the width of all columns of the report so that they fit the contents after any refresh operation. This is equivalent to selecting all the columns containing the report and double-clicking on the right boundary of the Microsoft Excel column header after each SAP IBP add-in operation. This feature can be beneficial when you are doing ad hoc analysis.

Scroll to the Current Time Period

When this option is selected, the planning view of the active worksheet scrolls to the current time period every time your open it or edit it.

Repeat Row Headers and Repeat Row Columns

In a nested axis, you can repeat all the outer dimension row or column headers so that there are no blank cells in the nested row axis. To do so, select Repeat Row Headers or Repeat Column Headers.

This feature can be beneficial if you later apply Microsoft Excel filtering or export the report sheet to a tab or comma-delimited file. These two options are not selected by default since reports are more readable without the row headers repeated.

Improving Refresh Performances

If you need to improve refresh performances, you can select the sub-option Use Excel Cell References below the Repeat Row Headers option.

When selecting this option, inside a block, the first occurrence of a header is identified as an EPMOlapMember; the other occurrences of the header use Microsoft Excel cell references and reference the cell that contains the first occurrence of the header.

Empty Cell Default Value

The Empty Cell Default Value is the label that can be displayed in any report cell of the current sheet that has no data.

By default, the number 0 appears in the cells. You can enter a value of your choosing, such as one of the following:

  • Blank:
    • The cell is left blank.

  • N/A:

    • "N/A" appears in the cell.

  • #Missing

Apply Dynamic Formatting

You can apply specific dynamic formatting to the current sheet.

To do so, select the Apply Dynamic Formatting option. The Default Formatting Sheet dropdown list is made available. Select one of the dynamic formatting sheets that you have defined and use it for the formatting of the current sheet.

Most of the planning views contain one SAP IBP Formatting Sheet and that formatting defined there will be applied by default to all sheets. For more complicated scenarios it is possible to duplicate an SAP IBP Formatting Sheet and create various dynamic formatting for different sheets.

Member Names

Below are the explanations of some of the settings on the Member Names tab. The member names can be used to display a different name on the Excel planning views than what is defined in the SAP IBP back end.

  • The new names can have a length of up to 100 characters.
  • The member names can only be defined for the active sheet.
  • You cannot set member names as default.
  • Renaming Local Members is not supported.
  • In case you are using a flexible time axis on the sheet, use the mixed time member to define the naming of the periods.

Format a Planning View

Business Example

You are a member of the project team managing the implementation of SAP Integrated Business Planning for Supply Chain. The planner asks you to help with changing the format of the planning view, to better visualize nested attributes, and with the renaming of the attribute value.

Steps

  1. Create a planning view that has a different layout.

    1. Open your favorite planning view, Consensus Demand 2 Levels ## from a previous exercise. Position yourself on the first sheet.

    2. Choose New ViewCopy Current Sheet.

    3. Name the new sheet Vertical View.

    4. Choose Edit ViewEdit Planning View and open the Time tab.

    5. Choose 3 weeks starting from the current week.

    6. On the Key Figure tab, select Actuals Qty Prior Year and Consensus Demand Qty.

    7. On the Attributes tab, select Product Family.

    8. Open the Layout tab.

    9. Move the key figure to Column Axis and time periods to Row Axis.

    10. On the Filter tab, remove the existing filter and create a filter for the attribute Product Family, using your Pump ##.

    11. Choose OK.

  2. Repeat row headers.

    1. On the SAP IBP tab, choose AboutSettingsOptions.

    2. Select Repeat Row headers on the Display tab.

    3. Choose OK.

    4. Observe the formatting changes.

  3. Format Multiple Selection to visualize key figure values in a certain time bucket.

    1. On the SAP IBP tab, choose Edit ViewView Formats.

      The SAP IBP Formatting Sheet might have already been open as worked with formatting in the previous exercise(s). In that case, the formatting sheet is hidden when you choose Edit ViewView Formats. Choosing to view formats again makes the tab visible.

    2. Choose the SAP IBP Formatting Sheet tab.

    3. Choose Add Member/Property under Dimension Member/Property Formatting for Column.

    4. Choose Add Condition.

    5. Choose Week under Dimension Selection, then choose current week +1 under Member Selection. Choose OK.

    6. Choose Add Condition.

    7. Choose Key Figures under Dimension Selection, then choose Actuals Qty Prior Year under Member Selection. Choose OK.

    8. On the Formatting Group tab, check that the join is OR, and choose OK.

    9. Right-click 10000 under Data and choose Format Cells.

    10. Give that cell a light fill and double underline the font, and choose OK.

    11. Return to your Vertical View sheet.

    12. Choose Refresh .

    13. Verify that formatting had been applied.

  4. Rename the Product Family attribute value.

    1. On the SAP IBP tab, choose AboutSettingsOptions.

    2. Choose the Member Names tab and select Product Family in the drop-down under Dimension Selection.

    3. Choose your group Product Family and type the new name Widgets #, and choose Override.

    4. Choose OK.

      Result

      Product Family value displayed in your planning view changes the display name to Widgets ##.

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