Planning Using SAP Analytics Cloud

Objective

After completing this lesson, you will be able to access the different planning options available for SAP Analytics Cloud planning users.

SAP Analytics Cloud Planning Stories

SAP Analytics Cloud Stories

You create and use planning stories in order to execute planning activities in SAP Analytics Cloud. They are created by users and are based on planning models.

A basic story with planning in SAP Analytics Cloud

In planning stories, you can use comments and discussions to collaborate with teammates.

A story displaying the data point comments collaboration tool.

If you add a table in a story for planning, then extra planning tools are available for you to use.

A table in stories showing the icon for More Options from the story menu toolbar and the table.

Note

  • Remember, your screen resolution and zoom affects where items are located in the SAP Analytics Cloud toolbar. In the previous example, Version Management appears in the … More menu option, however, with a higher resolution it appears in the toolbar at the top of the screen.
  • Reasons for Unplannable Data: When you hover over a cell that is secure or locked, for example, the tooltip appears on the upper right with the explanation.

You can also use stories created for you. In the following example, you can see the Rapid Financial Planning and Analysis for SAP S/4HANA story landing page. This is an example of the prebuilt content available in the SAP Analytics Cloud Content Network that administrators can access. These stories can be customized, depending on business requirements.

Top left is an SAP landing page with Sales Planning and Financial Reporting highlighted. When you click that tab, the related story (bottom right) will open.

Extended SAP Analytics Cloud Stories

Extended stories are created by story developers using advanced mode in SAP Analytics Cloud. These stories use scripting to add customized behavior to standard story widgets.

When you interact with the story widget, then the associated scripts are executed. In the following example, when you select a value in a dropdown, then a script filters the data by the value you select.

Extended planning stories can range from dashboards to highly dynamic and customized planning stories. They can be tailored for specific use cases where there are complex user interface requirements and can be useful for guided planning and approval workflows.

Extended, or scripted, story using a dropdown to trigger a script that filters data.

SAP Analytics Cloud extended planning stories are covered in more detail in the Designing Extended Planning Stories in SAP Analytics Cloud learning journey.

Microsoft Add-ins for Planning

SAP Analytics Cloud, add-in for Microsoft Excel

With SAP Analytics Cloud, add-in for Microsoft Excel, SAP Analytics Cloud data can be imported into Microsoft Excel, where you can then continue your analysis. In this example, you can see the additional SAP Analytics Cloud tab displayed in the Microsoft Excel ribbon as well as sample formula functions available.

SAP Analytics Cloud, add-in for Microsoft Excel.

SAP Analytics Cloud, add-In for Microsoft Excel is covered in more detail in the Creating and Working with Microsoft Excel Workbooks Using the SAP Analytics Cloud, Add-in for Microsoft Excel learning journey.

SAP Analysis for Microsoft Office

SAP Analysis for Microsoft Office, commonly referred to as Analysis for Office, is a Microsoft Office add-in that allows multidimensional analysis of SAP data sources, including SAP Analytics Cloud. It consists of plug-ins for Analysis and Enterprise Performance Management (EPM). These Microsoft Excel files are maintained by the business users.

SAP Analysis for Microsoft Office

The SAP Analysis for Microsoft Office add-in is covered in more detail in the Discovering SAP Analysis for Microsoft Office learning journey.

Note

While SAP Analysis for Microsoft Office can also be used to plan on SAP Analytics Cloud data, all future development regarding SAP Analytics Cloud will be on the SAP Analytics Cloud, add-in for Microsoft Excel.

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