Planning Data

In Analysis, you can plan business data based on the current data in your data source. You can enter the planning data manually or you can enter planning data automatically using planning functions and planning sequences of SAP NetWeaver BW Integrated Planning. For planning data, you have to use a BW query or query view as data source that is defined as input-ready in BEx Query Designer.

When you work with input-ready data sources, Analysis offers two different modes: display mode and change mode. You use change mode to enter planning data in an input-ready query. If you want to unlock a data source for another user or avoid changing data accidentially, you can switch to display mode. You can also undo your changes and go back to the previous saved state or to the previous consistent client state. You can also lock and unlock selected crosstab cells for changes.

After entering the planning data, you can recalculate or save it. When you recalculate the planning data, all changed values are transfered to the planning buffer and checked for consistency. If the changed data entries are correct, the recalculated data is available and visible in all other components of the workbook. Recalculated data is not saved to the InfoProvider though. If you save the planning data, all transfered and changed values are saved to the InfoProvider.

In Microsoft Excel 2003, the planning functionality is available in a separate toolbar. In Microsoft Excel 2007, the planning functionality is available in a separate group in the ribbon. You can define in the user settings if the planning group should be displayed in the ribbon.