Planning with Microsoft Excel
Planning with Microsoft Excel
Content
Planning with Microsoft Excel
Information for Administrators
Installing the SAP Integrated Business Planning, Add-In for Microsoft Excel
Silent Installation (Administrators)
Changing the Download Location of the SAP Integrated Business Planning, Add-In for Microsoft Excel Installer
Using the SAP Integrated Business Planning, Add-In for Microsoft Excel with Other SAP EPM-Based Add-Ins
Setting Up the SAP Integrated Business Planning, Add-In for Microsoft Excel (Administrators)
Setting Up File Paths for Workbooks
Planning Views
Creating Planning Views
Defaults for Attributes in the Planning View
Key Figure Groups in the Excel Add-In
Mandatory Filter
Planning View Templates
Making Filters in Planning View Templates Visible for Business Users
Adding Column Headers to a Planning View
Creating a Header Section in a Planning View
Editability of Cells in a Planning View Based on Permission Filters
Worksheet Types
Dynamic Selection of Values of Master Data Attributes
Administration Tasks in the SAP Integrated Business Planning, Add-In for Microsoft Excel
SAP IBP Formatting Sheet
Using the SAP IBP Formatting Sheet
Terminology: Dimension, Member, and Property
Default Formatting
Changing the Number Format or Border of Cells
Changing Fonts or Colors for Key Figure Names
Editability of Key Figure Values in the Planning View
Formatting Rules to Visualize Key Figure Editability
Formatting Edited Key Figure Values
Formatting Local Member Values
Formatting Specific Member and Property Values
Formatting Key Figure Values as Percentage
Row and Column Banding
Highlighting Alert Key Figures
Protecting Non-Editable Cells
Formatting Based on the RELATIVE Property
Report Editor
Options
General Settings
Formatting Settings
Protection Settings
Member Names Settings
Consideration of Changes in the Time Horizon for S&OP Operator Profiles (S&OP Operator)
Extensibility Using Visual Basic for Applications (VBA)
SAP IBP APIs (VBA Methods)
SAP IBP Automation Object
Enabling SAP IBP APIs
ClearFilterValues
GetMasterDataTypes
GetMasterDataTypeKeyAttributes
GetSingleMasterData
OpenFavorite
OpenMasterDataFavorite
SaveMasterDataSheet
UpdateSingleMasterData
GetAttributeValues
GetFilterValues
SetFilterValues
Refresh
SaveData
Simulate
SetSheetOption
GetSheetOption
Connect
GetConnections
GetActiveConnection
GetRowAxisDimensionCount
GetRowAxisMembers
GetColumnAxisDimensionCount
GetColumnAxisMembers
GetDataBottomRightCell
GetDataTopLeftCell
GetShift
EnableLocalMember
GetMemberDimension
ConnectionString Parameter - Syntax
GetDimensionList
DisplayFormattingSheets
CloseConnection
Logoff
SwitchToIbpTab
SAP IBP Hooks (VBA Events)
Enabling SAP IBP Hooks
IBPBeforeSend
IBPAfterRefresh
IBPMDAfterRefresh
IBPMDBeforeUpdate
AFTER_REFRESH
BEFORE_REFRESH
AFTER_WORKBOOK_OPEN
SAP IBP Ribbon Extension
Ribbon Extension Example
VBA Macro Association
RibbonXML.xml Content
VBA Samples
Troubleshooting
Clearing the Metadata Cache
Trace and Log Files in the Excel Add-In
Log Dialog
Log Types and Log Levels
Increasing the Log Level in the Log Configuration File
Security Information
Configuring Session Timeout
Information for Business Users
Setting Up the SAP Integrated Business Planning, Add-In for Microsoft Excel (Business Users)
Self-Service Installation (Business Users)
Setting Up a Connection to SAP IBP and the Planning Area
Setting Up Your Own File Path for Workbooks
Planning Views
Creating Planning Views
Defaults for Attributes in the Planning View
Grouping of Key Figures
Planning View Templates
Flexible Time Axis
Totals in the Planning View
Adding Column Headers to a Planning View
Creating a Header Section in a Planning View
Working with Planning Views
Sorting in Planning Views
Sorting Rules for Attributes
Defining a Sorting Rule for an Attribute
Sorting Rules for Attribute Combinations in a Planning View
Sorting Rules in Planning View Templates and Shared Favorites
Changing the Sorting Rule in the Planning View
Updating and Deleting a Custom Sorting Rule
Member Sorting
Filters in Planning Views
Attribute-Based Filter
Cascading Filter
Invalid Values in Attribute-Based Filters
Value-Based Filter
Working with Filters
Updating and Deleting Filters
Saving Your Filters
Sharing Filters with Other Users
Resharing Filters
Opting Out of Shared Filters
Organizing Filters into Folders
Setting Up Folders for Filters
Renaming Filters, Planning View Favorites, Templates and Their Folders
Displaying the Filter Criteria in a Planning View Worksheet
Predefined and Ad-Hoc Filter Criteria
Filtering Planning Views in Offline Mode
Creating Planning View Favorites
Folders for Templates, Planning View Favorites and Master Data Favorites
Adding New Planning Objects to a Planning View
Copying Settings of a Planning View
Show Details...
Drilling Down
Data Autofill
Local Members
Local Member Automatically Detected
Local Member Creation
Local Members - Examples
Quick Edit Planning View
Quick Filter
Worksheet Types
What Is the Difference Between a Version and a Scenario?
Simulation of the Effect of Data Changes
Simulate (Basic)
Planning Operators and Operator Profiles in Simulation Mode
Simulation Across Different Planning Views
Consecutive Simulations in One Simulation Session
Change of Planning View Settings During a Simulation Session
Creating Scenarios
Version Planning
Settings for Copying Between Versions
Business Log
Fixing and Unfixing Values in the SAP Integrated Business Planning, Add-In for Microsoft Excel
Time-Based Disaggregation to Partially Editable Child Nodes
Viewing Change History in the SAP Integrated Business Planning, Add-In for Microsoft Excel
Change History Navigation
Using the Original Changes View
Using the Effects View
User Settings
Supported Languages
Displaying the Version of Your SAP IBP System
Working Offline with Planning Views
Sharing IBP Planning Views with non-SAP IBP Users
Logging Off from the IBP Excel Add-In
Managing Master Data
Maintenance of Single Master Data Records
Report and Application Log for the Deletion of Single Master Data Records
Maintenance of Master Data Records Using the Functions of the Master Data Workbook
Creating Master Data Workbooks
Use of Common Filter and Worksheet Suggestion
Example: Creating New Master Data Records for a New Product
Editing Master Data Workbooks
Attribute Permissions (Write Access) in the Master Data Workbook
Refreshing Master Data Workbooks
Saving Changes in Master Data Workbooks
Reports​ and Application Log for Master Data Changes in Master Data Workbooks
Master Data Favorites
Best Practices for Changing Entries in the Master Data Workbook
Formatting in the Master Data Workbook Using VBA Events
Maintenance of Planning Objects with Key Figure Data
Common Filter
Logic Used for the Common Filter
Example: Use of Multiple Common Filter Attributes
Task Management in the Excel Add-In
Troubleshooting
Clearing the Metadata Cache
Trace and Log Files in the Excel Add-In
Log Dialog
Log Types and Log Levels