Excel Integration in Planning

Use

When planning with Excel integration, you use Microsoft Excel as the entry screen for your SAP plan data.

You have the following options when using Excel for the entry of your SAP plan data:

  • Excel as the interface in the SAP System

Excel replaces the SAP entry screen. This enables the use of SAP and Excel functions.

  • Local planning in Excel with the upload of plan data to the SAP System

Plan data can be entered de-centrally in multiple excel sheets on one or more computers without a SAP connection. This data is imported and combined via an upload to the SAP System. You can then edit the data using the planning functions in the SAP System.

Prerequisites

Software

To use the Excel integration function in conjunction with planning, you must have the following software installed on your computer:

  • Windows NT 4.0 or Windows 95

  • Microsoft Excel 97

  • A SAP GUI (32 Bit) that corresponds to your system release

Hardware

To obtain faster run times, your PC should have a Pentium II processor and at least 64 MB of memory.

Features

Connection of Excel and the SAP System

Technically, Excel is connected to the SAP System using OLE (object linking and embedding), an interface of the Microsoft Office programs. This means that the same Excel functions are available that would be available, for example, when connecting to Word.

For the single planning session, the connection between the Excel sheet and the SAP planning layout is created using the position of the data in the Excel sheet: In Customizing, the SAP System is notified as to the position of the SAP data in Excel. This position may not be changed during the planning session in order to maintain a proper import of the data. The file name is the object that is used for the field assignment between the planning layout and the Excel sheet.

Restrictions

You cannot create plan data via a period screen with Excel integration.