BI Integrating Planning PDF

BI I nt egr at ed Pl anni ng i n
SAP Net Weaver 7.0

Detlef Wassmuth,
Product Management SAP NetWeaver BI, SAP AG
20080108
SAP 2008 / SAP NetWeaver Bi 2
1. Planning Landscape Today
2. BI Integrated Planning
2.1. Architecture -Technical View-
2.2. Planning Model
3. Dimensions of Business Planning
3.1. Integration and Collaboration
3.2. Agility and Flexibility
3.3. TCO and Scalability
3.4. User Experience
4. Summary
The St ar t i ng Poi nt I s Thi s You?
Tool A Tool E
Tool F
Tool B
Tool C
Tool D
Sales Planning Revenue Planning
Sales Analysis
and Reporting
St ep 1: Bac k -End I nt egr at i on
Common Database and Common Data Models
Tools
Personalization Personalization
Tools
Personalization
Sales Analysis
and Reporting
St ep 2: Fr ont -End I nt egr at i on
Common Set of Tools
Personalization Personalization Personalization
Sales Analysis
and Reporting
St ep 3: Col l abor at i on and Pr oc ess Suppor t
Common Set of Tools
Personalization Personalization Personalization
Collaboration Collaboration
Sales Analysis
and Reporting
2.2. Planning Model
4. Summary
Capabi l i t i es of BI I nt egr at ed Pl anni ng
Integrated Planning with SAP NetWeaver BI supports easy-to- use planning in the
SAP BI environment and is fully integrated in SAP NetWeaver.
Integrated Planning with SAP NetWeaver BI provides:
Enhanced user productivity, reduced training costs
More flexible and user-friendly user interfaces; common UI for planning and reporting
Web-based planning modeler for creating and modifying all types of plan
Faster implementation and reduced maintenance costs
Reduced number of customizing objects (such as variables, hierarchies, and one
layout for reporting and planning)
Improved performance
Reduced data redundancy (such as calculated key figures, currency translation) by
using the OLAP functions from SAP BI
2.2. Planning Model
4. Summary
Ar c hi t ec t ur e i n Det ai l : BW and BPS
BPS Front-end BEx Suite
Data Warehouse
Portal
Data Store Master Data
OLAP Engine Planning Engine
B
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BPS Web BEx Web BEx Anal yzer
Services
Enqueue
Data Slices
Char. Combinations
Validations
Variables
Hierarchies
Aggregation
Sort
Planning Buffer Caching Services

Services
Drill Down
Currencies/Units
Calculations/Formulas
Exceptions/Conditions
Variables
Hierarchies
Aggregation
Sort
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BPS ALV
Functions
& Sequences
Distribute
Formula
Copy
Revaluate
Repost
Custom defined
BPS Excel
Shared Persistency for Reporting and Planning
Large overlap in functionality
Loose coupling via portal
Desired usage in
the planning
world
Anal ytical Engine
Evol ut i on of t he Ar c hi t ec t ur e
BPS Front-end BEx Suite
Data Warehouse
Portal
Data Store Master Data
OLAP Engine Planning Engine
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BPS Web BEx Web BEx Anal yzer
Services
Enqueue
Data Slices
Char. Combinations
Validations
Variables
Hierarchies
Aggregation
Sort
Planning Buffer Caching Services

Services
Drill Down
Currencies/Units
Calculations/Formulas
Exceptions/Conditions
Variables
Hierarchies
Aggregation
Sort
B
P
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T
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s
B
E
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T
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l
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BPS ALV
Functions
& Sequences
Distribute
Formula
Copy
Revaluate
Repost
Custom defined
BPS Excel
BEx Query Designer
BEx Web
Web Analyzer Web Application Designer
BEx Anal yzer
Pattern
Information Broadcasti ng
Report Designer
MS Excel
Add-in
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Ar c hi t ec t ur e BI I nt egr at ed Pl anni ng (Scenar i o)
BEx Query Designer
Information Broadcasting
Web
Anal yzer
Web
Appli cati on
Designer
Anal yzer
(Add In)
Report
Designer
MS Excel
Integrati on
BI Consumer Services
Reporting and Anal ysis Design
AdHoc Query &
Analysis
Business Explorer Suite (BEx)
Anal ytic Engi ne Planni ng Modell er
BI Layer
User
Interfaces
BI App
MS Excel for
planning Ad Hoc
Web
Planning
Layout
Ar c hi t ec t ur e BI I nt egr at ed Pl anni ng
BEx Query Designer
BI Layer
Planni ng Functi ons
Distribute
Formula
Copy
Revaluate
Repost
Forecast
Custom defined

Planni ng Modeler
Anal ytic Engi ne
Caching Services Plan Data Cache
OLAP Services
Drilldown
Currencies/uni ts
Calculations/formulas
Exceptions/conditions
Vari ables
Hierarchies
Aggregati on
Sort
Pl anning-Specific Services
Enqueue
Validations
Data slices
Characteri sti c relationships
Data Marts
Operational
DataStore
Data Warehouse Layer
Master
Data
Data Sources
Ex c el -based busi ness pl anni ng
BEx Query Designer
Web
Anal yzer
Web
Appli cati on
Designer
Anal yzer
(Add In)
Report
Designer
AdHoc Query &
Analysis
Anal ytic Engi ne Planni ng Modell er)
BI Layer
User
Interfaces
BI App
MS Excel for
planning Ad Hoc
Web
Planning
Layout
MS Excel
Integrati on
Web-based busi ness pl anni ng
BEx Query Designer
Web
Anal yzer
Web
Appli cati on
Designer
Anal yzer
(Add In)
Report
Designer
AdHoc Query &
Analysis
Anal ytic Engi ne Planni ng Modell er)
BI Layer
User
Interfaces
BI App
MS Excel for
planning Ad Hoc
Web
Planning
Layout
MS Excel
Integrati on
2.2. Planning Model
4. Summary
Pl anni ng Model
For creati ng an
aggregation level
Planning Modeler
Real-Ti me InfoCubes
Data Warehousi ng
Workbench
For designi ng a query
BEx Query Designer
For Excel front end
BEx Anal yzer
BEx Web Application
Designer
For Web appli cation
Pl anni ng Model
Creating an
aggregation level
(and other
planni ng-speci fic
obj ects)
Pl anni ng Model
Creating an
aggregation level
(and other
planni ng-speci fic
obj ects)
Pl anni ng Model
Designi ng a
query
Use the BEx Query Designer for planning scenarios
Use query functions in planning applications
Analysis functions
Calculated key figures
Aggregation, drilldown, flexible query views
And so on
Enhanced productivity due to new user interaction model
Allows your business users to change and enhance the planning model
Apply, modify, and create formulas
Modify variables and filters
And so on
BEx Query Designer
Pl anni ng Model
Designi ng a
query
Prerequisites for input ready cells in input ready queries
Real-time InfoCube; foundation of planning application
Setting real-time InfoCube load behavior
Input ready query created on top of an aggregation level or
MultiProvider containing an aggregation level; cell filled from aggregation
level
No prohibited combinations of characteristic relationships in the cells
BEx Query Designer
Pl anni ng Model
Designi ng a
query
Prerequisite for input-ready cells in plan queries
No lockingsituation
No data slices for the characteristics used
Permittedcharacteristic combinations only
No calculatedkey figures for an input-ready cell
Each characteristic in the aggregation level has to have just one single
value selectedfor the input-ready cell
BEx Query Designer
Pl anni ng Model
Designi ng a
query
BEx Query Designer
Input ready query
setting: start query in
change mode
Cell settings in
input ready query:
Must have planning
property
Pl anni ng Model
BEx Web
Application
Designer
For Web
For Excel Frontend
BEx Anal yzer
BEx Analyzer
Established end user tool (for example, controlling department)
Maximum flexibility
Offline planning possible
Distribution possible using Outlook or information broadcasting
BEx Web Application Designer
Zero installation, zero footprint (no SAP GUI installation required, no
local software installations [Excel] required)
Seamless portal integration
Export to PDF
Web items available
2.2. Planning Model
4. Summary
2.2. Planning Model
4. Summary
I nt egr at i on i n SAP Net Weaver 7.0
Real-Time
InfoCube
InfoCube
DataStore
Object
Aggregation
Level
MultiCube
DataStore
Planning
Layout
Usi ng t he Mul t i Cube Conc ept
Ex ampl e f or model i ng
Integration of:
Transaction data
Master data
Metadata
Real-Time
InfoCube
InfoCube
DataStore
Object
Aggregation
Level
MultiCube
DataStore
Planning
Layout
Usi ng t he Mul t i Cube Conc ept
Ex ampl e f or model i ng
Integration of:
Transaction data
Master data
Metadata
SAP
OLTP System
Dat a Ex t r ac t i on and Ret r ac t i on
Extract data from OLTP system
to InfoCube
Read actual data from basic InfoCube
via MultiCube
Write plan data via MultiCube into
real-time InfoCube
Retract data from real-time InfoCube
to OLTP system
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Broadcast
to Printer
Send
to pri nter
Broadcast
pdf file
Broadcast
PDF file
BEx Br oadc ast er Func t i ons f or Ex por t i ng and Pr i nt i ng
Generate PDF documents, or print using the BEx Broadcaster.
The BEx Broadcaster is available in the BEx Report Designer and in the BEx Web Application Designer,
and from the context menu of BEx Web applications or ad hoc analyses created using the BEx Web
Analyzer.
Use information broadcasting to distribute the results of planning, or forward them for further editing.
Collaboration:
BEx Broadcaster
Col l abor at i on: BEx Br oadc ast er
What ar e t he usage sc enar i os f or i nf or mat i on br oadc ast i ng w i t h BI
I nt egr at ed Pl anni ng (NW7.0)?
WithBI/BI IntegratedPlanning youcan choose between two end-user interfaces: Excel-
based (BExAnalyzer) or Web-based (BExWeb).
Planning applications are either BExAnalyzer workbooks or BI Web templates for
entering data
Standard informationbroadcasting functions are also available for planning applications
and data entry applications and can be used to distribute planning templates to users
What ar e t he usage sc enar i os f or i nf or mat i on br oadc ast i ng w i t h
BI I nt egr at ed Pl anni ng (NW7.0)?
1.BExWeb
Precalculate planningtemplate and distribute a link (e-mail, BExportfolio, KM
folder)
If a file is distributed (PDF, ZIP, mHTML), the template is switchedto read-only
(data entry no longer possible)
2.BExAnalyzer
Precalculate workbook and distribute XLS file (e-mail, BExportfolio, KM folder).
Available as of NW7.0 SPS9
3.Bursting(BExWeb and BExAnalyzer)
Allows you to determine recipient based on master data attributes (for example,
cost center person responsible)
Allows you to set variables through precalculation or links based on master data
attributes
What ar e t he usage sc enar i os f or i nf or mat i on br oadc ast i ng w i t h BI
I nt egr at ed Pl anni ng (NW7.0)?
Additional option:
Use collaboration roominfrastructure to organize access to your planning-related
tasks (for example, BExportfolio with data entry sheets and reports, documents,
news)
Col l abor at i on: St at us and Tr ac k i ng Syst em
Use the BW-BPS Status and Tracking System to manage the
approval of planning.
2.2. Planning Model
4. Summary
Agenda
Agi l i t y
From static annual budgeting cycles to agile and adaptive planning
React to changing environments with continuous planning cycles
Dynamic and adaptive planning models can be quickly adopted using
variables
Reduce IT bottleneck by delegating modeling tasks to business
Local models complement centrally managed plans
BExtools for business users layered tool approach reduces load on IT
Supported by security concept
Fl ex i bi l i t y
Calculation layer
BI Integrated Planning has a flexible, model-driven architecture.
Flexibility is built into various layers.
Data modeling layer
User interface
Fl ex i bi l i t y
Characteristic relationship
Data sli ce can be based on an exit cl ass
Planning functions:
Planning function type formula: Define your
own planning function with the FOX formula
editor
Planning functions of type exit
Exi ts in variables
Characteri stic Value Vari able
Hierarchy Vari able
Hierarchy Node Variable
Text Variabl e
Formula Variable
Development options for planning relevant exits in:
Freedom for end users
Integration
Spreadsheets Spreadsheets
BI Integrated Planning covers a wide range of capabilities, allowing freedom for end
users alongside possibility of high degree of integration
ERP ERP
BW BW- -BPS BPS
BI Integrated Planning
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Fl ex i bi l i t y
2.2. Planning Model
4. Summary
Agenda
BI Integrated Planning TCO Drivers
Tot al Cost of Ow ner shi p i n Pl anni ng
Heterogeneous planningtools and
roaming spreadsheets produce high
maintenance costs
Fast response times Fully automated
processes offered by planningsequences
in process chains
High educationand training costs
High integration costs due to manual
integration of data
Long budgeting cycles with many
iterations bind resources
Tool consolidation One set of tools
and one user interface for all planning
and reporting tasks
Built-in integration Integration tools and
BI Platformservices
Reduced data redundancy
MultiProviders and calculated key figures
Be Ready f or Gr ow t h..
SAP NetWeaver BI platformis readyto support your growth
Proven to serve 1000s of users
High volume and high throughput data warehouse
Archiving and near-line storage solution available
BI Accelerator technology to access plan data
High-end enqueue server as additional installation option
BI Integrated Planning is also the scalable solution for high volume
planning applications
2.2. Planning Model
4. Summary
Agenda
Integration of flexible Excel functionality and common database
Button covers
back end
planning
functions
Query with
exception
Data provided
from back end
Exampl e of user-
specific
calculati on area
in your own Excel
environment
Input ready query
for pl anning
E
x
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User Ex per i enc e: BEx Anal yzer as an Ex c el Add-I n
User Ex per i enc e: BEx Web Appl i c at i on Desi gner
I nt ui t i ve PDF-Based BEx Web Pr i nt i ng
Start print
dialog
Adobe Acrobat Reader required, no plug-in necessary
Print options can be maintained globally or individuallyby the end user
BExWeb applications,
BEx reports and ad hoc
analyses created using
the BEx Web Analyzer
can be converted to PDF
and printed
Leveraging SAP
NetWeaver AS
integration with Adobe
Document Service
User Ex per i enc e: BEx Anal yzer
BEx Repor t Desi gner f or For mat t ed Pl anni ng Layout s
User Ex per i enc e Ex ampl e: Smar t I nput
Enter revaluation factors such as
+12%, * 0.9, and so on in the cell
Enter Result is calculated
immediately
Also works with multiple cells
selected
The following options are available:
No Disaggregation (default)
Disaggregate the entered value
Disaggregate the delta to the entered
value
User Ex per i enc e Ex ampl e:
Top-Dow n Di st r i but i on
Type of the disaggregation:
Equal distribution
This structure member, i.e. analog
distribution with respect to this structure
member, in short self reference
Following structure member, i.e. analog
distribution with respect to a structure
member one can maintain
User Ex per i enc e Ex ampl e:
Top-Dow n Di st r i but i on
User Ex per i enc e: BI Ac c el er at or f or Pl anni ng
SAP NetWeaver BI
Data Acquisition
Basic
InfoCubes
BI Analytic
Engi ne
Business
Explorer
Any Tool
Any
Source
Real-time
InfoCube
closed request
Real-time
InfoCube
open request
BI Accelerator
BI Accelerator responds to queries:
joins and aggregates at runtime
indexes
loaded
into memory
creates and stores
indexes for InfoCubes
Plan buffer
and caches
Indexing
Query and
response
User Ex per i enc e: Pr oc ess Chai ns
Admi ni st r at i on Usi ng Pr oc ess Chai ns
2.2. Planning Model
4. Summary
Agenda
Summar y
Enhanced user experience
Better support and flexibility for power users
Lower TCO
Performance
New types of analytic applications can be built
Thank you!
Copyr i ght 2007 SAP AG
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SAP Net Weaver 7.0

Planning Buffer Caching Services

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