In the series of videos below, we'll take you through the planning process steps for SAP Analytics Cloud.
Overview to the Planning Process in SAP Analytics Cloud
Using the example of ABC Corporation and its companies, throughout this course we’ll take you through the planning process and the related functionality in SAP Analytics Cloud.
The Preparation Phase
If you're responsible for planning modeling, you'll complete most of your work in the Preparation Phase:
- Build planning models and dimensions
- Add planning objects such as data actions
- Create stories to perform planning
- Set up and assign tasks and processes
The Planning Phase
If you're responsible for planning, you'll input data into the plan, and publish the data to share it. There are often iterative changes in this part of the process as planners and stakeholders at different levels and in different departments collaborate on the plan.
The Finalize Phase
When the planning process nears completion, the results are reviewed, approved, and published. Data is then locked to prevent changes to the approved data.