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Copying and Disaggregating Key Figure Values

Objective

After completing this lesson, you will be able to create a copy operator

New Copy Operator

The standalone copy operator and the standalone disaggregation operators cover similar requirements and have similar functional capabilities. These were the most frequently used SAP Integrated Business Planning for Supply Chain operators and over time it became clear that this functionality needs to be streamlined. Starting IBP 2002 there is a replacement option in New Advanced Copy Operator that offers a simplified setup.

The following example describes the role of the copy operator:

KF1 is a stored key figure with base planning level Prod-Loc-Cust, and KF2 is a stored key figure at Prod-Loc base planning level.

If you define COPY operator to copy KF1 to KF2, the operator calculates values of KF1 for all possible combinations of Prod-Loc and stores the result in KF2.

Copy Operator

Note the following:

The source key figure can be calculated or stored, but the target key figure must be stored, time-dependent.
Source key figure selection is optional if Create Missing Periods option and/or the Create Values option is selected.
Target key figure selection is mandatory.

After a Source and Target Key Figure has been selected, the system defaults the Copy Level – Attributes and Copy Level – Time Fields to the lowest level on which the key figure values can be copied.

Key benefits of the new copy operator:

..covers all features of the existing copy and disaggregation operator (and a little more).
...can be used in a more flexible way.
...should be competitive with respect to performance.
...can be set up in a user-friendly way using the Copy Operator Profiles app.

Selection options of the new copy operator:

Selection of time is governed by settings (aka, rolling time selection and selecting by date)
Selection by attribute is also available
it is possible to use selections with selection option ‘contains ’ and not equal ’, with the exception of conversion attributes, where only selection option possible is 'equal'

Demonstration: How to Create a Copy Operator

ExerciseStart Exercise

Create a Copy Operator

Business Example

In your role as project manager, you create a new copy operator profile and copy values from one key figure to another.

Note

In this exercise, when the values include ##, replace the characters with the number that your instructor has assigned to you.

Task 1: Create a Copy Operator Profile

Steps

Create a new profile for the Copy Operator according to the table data:
Field Value or Action
ID Copy##
Description GR## Copy Actuals Offset
Name GR## Copy Actuals Offset
Planning Area T##
Enter the parameters provided in the following table.
Source Key Figure ACTUALSQTYOFFSET1YR
Target Key Figure ACTUALSQTYOFFSETSTORED
1. In the General Planner group of tiles choose the Copy Operator Profiles app.
2. Choose Create → Copy Within Planning Area.
3. Enter the operator details provided in the first table for this exercise step.
4. in the Key Figure Selection section, choose Create.
5. Enter the parameters provided in the second table for this exercise step.
6. Hit Enter to trigger the default determination of copy levels.
7. Choose Apply.
8. Choose Create.
  Note
  You can ignore a warning about the settings of the copy operator.
Create a new template for the copy job according to the table data:
Enter the parameters provided in the following table.
Job Template Name Copy##
Operator Type Copy Operator: Copy Key Figure Values
Planning Area T##
Operator Name GR## Copy Actuals Offset
Version Baseline
Scheduling Options
Recurrence Pattern Single Run
1. In the Administrator group of tiles choose the Application Job Templates app.
2. Choose Create.
3. Type in the name as COPY##.
4. Choose Maintain Steps at the bottom.
5. Choose Add.
6. Select Copy Operator: Copy Key Figure Values.
7. Choose Save Job Template.
8. In the Parameter Section of the template, maintain the planning area and version.
9. Specify your copy operator GR## Copy Actuals Offset .
10. Choose Check and then choose Save.

Task 2: Test Your Solution in the Planner Workspace

Steps

Test your solution by running the copy operator from the Planner Workspace created using the following information:
Use the following information for Time:
Field Value
Time Period Monthly
From Current Month
To Current Month + 12
Rolling Yes
Use the following information to select Attributes:
Field Value
Product ID Selected
Customer ID Selected
Use the following information for Key Figures and Filter Settings:
Field Value
Previous Year Sales Selected
Previous Year History (Stored) Selected
Filter Settings Product Family → xPhone
1. Choose Planner Workspaces app in the General Planner group.
2. Open the workspace 300_##.
3. On the top right, choose Workspace → Design.
4. Choose Settings on the top right of your existing planning view.
5. Under the More dialog (three dots), choose Save As.
6. Name your new planning view as Copy Operator.
7. You might need to refresh your workspace.
8. Complete the dialog box with the information provided in the table.
9. To display the planning view, choose Apply.
10. On the top right, choose Workspace → Plan.
11. Select Jobs and choose Run Application Job.
12. From the list, select your COPY## template.
13. Choose Schedule.
14. Check the status of the job by using Jobs → Show Status until the job is complete.
15. Choose Go to refresh the data in the workspace.
  Result
  The calculated key figure values in ACTUALSQTYOFFSET1YR should now appear in the stored key figure ACTUALSQTYOFFSETSTORED.

Demonstration: How to Create a Disaggregation Operator using Copy Operator Profile App

ExerciseStart Exercise

Create a Disaggregation Operator using Copy Operator Profile App

Business Example

You are a project manager and you want to copy and disaggregate the CONSENSUSDEMANDQTY key figure to INVENTORYTARGETQTY key figure. Since CONSENSUSDEMANDQTY can not be aggregated to the base planning level of the INVENTORYTARGETQTY key figure, it requires disaggregation in the operator.

When the values include ##, replace the characters with the number that your instructor has assigned to you.

Task 1: Create a Copy Operator Profile

Steps

Create a new Copy Operator profile according to the table data:
Field Value or Action
ID T##Disagg
Description
T## Demand Disaggregation
Name T## Demand Disaggregation
Planning Area T##
User Filter Optional
Enter the selections in the following table.
Parameter Name
Parameter Value
SOURCE KEYFIGURE CONSENSUSDEMANDQTY
TARGET KEYFIGURE INVENTORYTARGETQTY
1. In the General Planner group of tiles choose the Copy Operator Profiles app.
2. Choose Create → Within Planning Area.
3. Enter the operator details provided in the first table.
4. In the Key Figure Selection area Choose Create.
5. Enter the parameters provided in the second table.
6. Hit Enter to trigger determination of copy levels.
7. Choose Apply.
8. Choose Create.
  You do not need to have a checkbox for Missing Planning Objects.
  You can ignore a warning about the settings of the copy operator.
Create a new template for the copy job according to the table data.
Enter the parameters provided in the following table.
Job Template Name Disagg##
Operator Type Copy Operator: Copy Key Figure Values
Planning Area T##
Operator Name T##Disagg
Version Baseline
Scheduling Options
Recurrence Pattern Single Run
1. In the General Planner group of tiles choose the Application Job Templates app.
2. Choose Create.
3. Type in the name as DISAGG##.
4. Choose Maintain Steps at the bottom.
5. Choose Add.
6. Select Copy Operator:Copy Key Figure Values.
7. Choose Save Job Template.
8. In the Parameter Section of the template, maintain the planning area and version.
9. Specify your copy operator T##Disagg .
10. Choose Check and then choose Save.

Task 2: Test Your Solution in the Planner Workspace

Steps

Test your solution executing the template from the Planner Workspace created using the following information:
Use the following information for Time:
Field Value
Time Period Monthly
From Current Month
To Current Month + 12
Rolling Yes
Use the following information to select Attributes:
Field Value
Product Family Selected
Use the following information for Key Figures and Filter Settings:
Field Value
Consensus Demand Qty Selected
Inventory Target Qty Selected
Filter Settings Product Family → xPhone
1. Choose Planner Workspaces app in the General Planner group.
2. Open the workspace 300_##.
3. On the top right, choose Workspace → Design.
4. Choose Customize Components on the top right of your existing planning view.
5. Under the More dialog (three dots), choose Copy.
6. Name your new planning view as Disaggregation Operator.
7. You may need to refresh your workspace.
8. Complete the dialog box with the information provided in the table.
9. To display the planning view, choose Apply.
10. On the top right, choose Workspace → Plan.
11. SelectJobs and choose Run Application Job.
12. From the list, select your DISAGG## template.
13. Choose Schedule.
14. Check the status of the job by using Jobs → Show Status until the job is complete.
15. Choose Go to refresh the data in the workspace.
16. Check that your Consensus Demand had been copied and disaggregated to the Inventory Target monthly key figure.

Task 3: Collect Information on the Key Figures Used in this Copy Operator

Steps

Collect information on the entities in which the key figures CONSENSUSDEMANDQTY and INVENTORYTARGETQTY are used by executing the search in the Where-Used Information for Key Figures app.
1. In the Model Configuration group of tiles choose the Where-Used Information for Key Figures app.
2. In the filter section select your planning area, and the key figures CONSENSUSDEMANDQTY and INVENTORYTARGETQTY.
3. Choose Go.
4. When the table will render, expand the Where-Used list.
5. Choose the copy operator entity hyperlink.
6. Choose Open in New Tab to navigate to the copy operator profile.

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