Context
You can use two planning objects: planning
functions and planning sequences. Planning functions allow system-based
processing or generation of data. A planning sequence is a sequence of planning
functions. Both obejcts are created with Planning Modeler in SAP NetWeaver BW.
The following procedure explains the steps to be
done in
Analysis when
working with planning objects. For more information about SAP NetWeaver BW
Integrated Planning, Planning Modeler and objects like planning function or
aggregation level, see the corresponding documentation on the SAP Help Portal.
- Insert an input-ready data source or
open a workbok with an input-ready data source.
Note This step is optional. You can also use
planning objects without visualization in a crosstab.
- Add a planning object to the
workbook.
On the
Components
tab in the design panel, choose
Use Planning
Function or
Use Planning
Sequence in the context menu of the workbook. In the
Open dialog
box, search for the planning object, select an object and press
OK.
The node
Planning Objects is added to the workbook on the
Components
tab. All planning objects are assigned to this node.
- Check on the
Components
tab in the design panel if the correct planning system is connected.
In the default setting, the
planning system is the first system you connect to after opening a workbook. If
a workbook contains objects from different systems, you can select one of these
systems as the planning system in the list. The changed planning system will
only be effective after closing and reopening the workbook.
- Select the
Process Changed
Data check box if you want to use process changed data.
If you select this check
box, you can define that only data changed by the user in the current session
since the last save will be processed. You can specify for planning functions
which aggregation level should be used as a filter to define the changed data.
In the default setting, the aggregation level the planning function is built on
is selected for a planning function.
Note that an aggregation
level can only be set for planning functions. Therefore, it is not possible to
select an aggregation level for planning sequences.
- Define the variables values of the
planning object.
On the
Variables of Planning
Sequence / Functions tab, select the source and define the values:
- For source
Member,
you can select the members with input help.
- For source
Cell, you
can define the cell that contains the values.
Variables act as
placeholders for members, hierarchies and numbers. They can be defined in BEx
Query Designer or in Planning Modeler. All variable values are valid locally in
the planning object. To plan data for two different years for example, you can
insert the same planning function twice in a workbook and enter different
values for the dimension year.
- Define the filter for the planning
function.
On the
Filter tab,
you get a list of all dimensions of the aggregation level.
- Define the filter values for the
dimensions as required.
For source
Member,
you can select the members with input help.
For source
Cell,
you can define the cell that contains the values.
For source
Link,
the current filter values in the data source are used.
Note For dimension with source Link, you
can also use the API method SAPSetFilter, to define the filter values.
- You can also select the filter
the planning function is linked to:
When you insert a filter
object or data source, the source type changes from Member to Link for all
dimensions that have not previously been defined, and the current filter values
in the data source or filter object are used.
- Redefine filter values.
You can change the
filter definition for a planning function at any time. After inserting a data
source, for example, you can change the source from Link to Cell and define a
cell that contains the values that should be used as filter.
- Choose
Execute Planning
Funtion in the context menu of a planning function on the
Components
tab to execute the object.
When working with planning
sequences, choose
Execute Planning
Sequence in the context menu of a planning sequence on the
Components
tab to execute the object.
Note The changed data is recalculated
automatically when you execute a planning object. To undo all changes since the
last save, choose
.
- Optional step: Delete a planning
object from the workbook.
Choose
Delete in
the context menu of the planning object on the
Components
tab.
- Choose
Save to
save the planning data to the system.