Performing Manual Planning 

Use

In BI applications that use data providers to which an input ready query is assigned, the system allows the manual entry of data either in input ready cells or input ready new rows.

In input ready cells, you can change individual key figure values for a posted data record; in input ready new rows, you can either change posted data records or enter new data records for characteristic combinations that do not yet exist.

Integration

You use the BEx Analyzer to create and execute BI applications that provide this function; alternatively, you can create them in the Web Application Designer and execute them on the Web. In the BEx Analyzer, you use the Analysis Grid design item; on the Web, you use the Analysis Web item.

For more information about manually entering data in a BI application that was created using the BEx Analyzer, see Functions for Manual Planning.

Prerequisites

The following prerequisites must be fulfilled before you can change existing data:

●      At least one input ready key figure exists.

The following prerequisites must be fulfilled before you can enter data in new rows:

●      No active universal display hierarchies exist.

Features

Input Ready Queries at Execution

Whether the cells of an input ready query can be changed upon execution depends on the query view and possibly on other settings (such as settings for data slices and characteristic relationships).

With regard to whether the cells of a query view are input ready, note the following rules:

...

       1.      In a query that is used for manual planning, a cell is only input ready if each characteristic value of all the characteristics included in the aggregation level is unique. For this reason, none of the aggregated values on the aggregation level are input ready; totals, subtotals, and inner hierarchy nodes are not input ready.

       2.      In order to change aggregated values (with respect to the aggregation level), these values must be disaggregated on all the data records that contribute to the aggregated value of the cell. More information: Disaggregation (Top-Down Distribution)s.

       3.      If a query that is used for manual planning includes a navigation attribute that is restricted using a fixed or dynamic filter or a restricted key figure, the system treats the navigation attribute as a normal characteristic. The rule stated under point 1 applies. The system only responds as if the navigation attribute is not part of the query if the navigation attribute is not restricted.

       4.      In a query that is defined on a MultiProvider or a complex aggregation level and for which you want to use manual planning, a cell is not input-ready if the InfoProvider that is defined by this cell:

                            a.      Is not a real-time InfoCube

                            b.      Is a real-time InfoCube that was switched to load mode

       5.      If an input ready query is executed in change mode but the requested data is locked by another user, the query starts in display mode.

Input Ready Objects (Cells and Rows)

Depending on the tool you are using, note the following differences:

BEx Analyzer	Web Application Designer
Format of input ready cells All input ready objects are displayed in format SAPBEXinputData.
Format of cells that are not input ready Cells that are not input ready are not highlighted in any color. If you try to enter values in a cell that is not input ready, the system produces an error message.	Format of cells that are not input ready Columns that are not input ready are highlighted.

Input Ready New Rows

Depending on the tool you are using, note the following:

BEx Analyzer	Web Application Designer
Posted data You can enter plan data irrespective of whether data has been posted. If no data is available in the analysis grid, you use input help to restrict the free characteristics to a single value or drag and drop the free characteristics into the rows. You cannot use characteristics in the columns and can use one structure only.	Posted data You can enter plan data irrespective of whether data has been posted. If no data is available in the analysis grid, you use input help to restrict the free characteristics to a single value or drag and drop the free characteristics into the rows. You cannot use characteristics in the columns and can use one structure only. You can also switch the position of the rows and columns here.
Rows and Columns You can use one structure only in the columns or rows. If data is not available in the analysis grid, you can use one structure only in the columns, but you cannot use a structure in the rows.	Rows and Columns You can use one structure only in the columns or rows.
Format of input ready rows Input ready new cells are always displayed under the analysis grid. You can enter data in all input ready rows. The system determines the number of rows in which data has been entered by checking the cells under the analysis grid in the first column. If one of these cells contains data, the system assumes that data has been entered for the corresponding row.	Format of input ready rows You determine the number and position of the input ready new rows in the parameters of the relevant Web item (under Internal Display).
Input help You access input help for a cell by double clicking it or choosing the F4 button.	Input help Input help is available for each input ready row.
Entry You can enter a key or text. If you are working with text, the system has to be able to determine a key from the text in the logon language. For this reason we recommend that you work with keys.	Entry You have to enter a key.

Activities

Input Ready Cells

In input ready cells, you can change the individual key figure values for a posted data record.

Input Ready Rows

You can enter new rows if you are using an appropriate analysis grid. In the simplest case, you use the key figure structure in the data columns and use input help to restrict the free characteristics to a single value or drag and drop a free characteristic into the rows or columns.

You cannot enter a new row if the unit or currency you used is included in the drilldown and is not restricted to a single value.

To avoid this restriction, you can create a planning function that creates a new data record (a null record if null suppression is deactivated).

The system only displays an input ready new row if at least one of the cells in the row is defined uniquely with regard to the characteristics in the underlying aggregation level. When using navigation attributes and time characteristics, avoid redundancy by making sure that you do not have derivable characteristics in the drilldown at the same time (for example, month and quarter).

In the BEx Analyzer, note that the Analysis Grid design item has to be displayed in full size. You make this setting in design mode in the Analysis Grid Properties dialog box on the Clipping tab page. Choose Full Size as the horizontal and vertical setting.

If you chose the Suppress New Rows setting for the Analysis Grid design item (Analysis Grid Properties → tab page General), you can only change the key figure values for posted data records.

If you want to create a Web application, first specify how many input ready new cells you want and where you want to display them. You do this in the BEx Web Application Designer in the Web item parameters. (The default setting is 0; new rows are not displayed by default). In a Web template, new rows appear for a characteristic or its attributes if, in the Query Designer under Properties → Technical Name, you have chosen the Text display for this characteristic.

Depending on the tool you are using, proceed as follows:

BEx Analyzer	Web Application
You are in change mode. In the input ready new rows, enter the required key figure and characteristic values.	Execute the Web template and, in the input ready new rows, enter the required key figure and characteristic values.
Choose Transfer Values to pass one or more changed or new data records to the server to be checked.	Choose Refresh to pass one or more changed or new data records to the server to be checked.
Choose Save Values to save the data records persistently to the database.	Choose Save to save the data records persistently to the database.

 

The data is checked automatically during navigation (filter changes) and navigation is not permitted if there are incorrect entries.