Entering content frameProcedure documentation Setting Up Integrated Excel Locate the document in its SAP Library structure


Your Planning Layouts must be defined.


If you want to change a planning layout for which you have already created an Excel template, you must create a new Excel template.

For technical reasons, it is necessary that the system already contain planning data that corresponds to the planning layout (at least one row) before an Excel spreadsheet can be formatted as a template. If no such data is present in the system, you need to create some. One way of doing this is by entering data into the appropriate layout without integrated Excel.


Activating Excel

Depending on the application you are working in, you should proceed as follows:

When moving the planning layout, you can enter a specific name for the file description. This makes sense, for example, in cases where you intend to use the file description several times. If you do not enter anything here, the system automatically creates a file description when you save your planner profiles. This file description will reflect the position in the profile.


If you want to customize a particular spreadsheet to be used uniquely with that layout in planning, you need to define an appropriate template (see "Defining an Excel Template").

If you want to upload an Excel spreadsheet, you need to edit an Excel sheet template in order that the system can generate a file description. This file description is required for the upload. Furthermore, you need to make several additional settings (see Planning Offline and Uploading into the SAP System).

Defining an Excel Template

  1. CO-PA: Execute the planning method Enter planning data, using the related parameter set. Doing so takes you to an unformatted Excel sheet. There you choose Settings ® Formatting.

Other applications: In the IMG for defining the planner profile, choose Default Parameters and enter values for the variables defined in the planning layout. You must do this so that you can open the spreadsheet in the next step. If desired, you can delete these entries again after you have customized your Excel template.

To open Excel in the SAP window, choose This graphic is explained in the accompanying text.

  1. In the Maintain File Description screen, you can now customize an Excel spreadsheet as a template for your planning screen.

Note the following:


After editing, you should then reactivate the spreadsheet protection in Excel to ensure that, for subsequent planning, the only data that can be entered corresponds to that specified in the SAP System.

  1. If you later want to upload files from your PC to the SAP System, you must enter a generic file name (see the section Planning Offline and Uploading into the SAP System).
  2. Choose This graphic is explained in the accompanying text in the toolbar. This function will also save the file description and the Excel template.
  3. Note

    Data saved with this function is permanent from then on.

  4. Choose This graphic is explained in the accompanying text.

CO-PA: You then return to the planning framework.

Other applications: You return to the Default Parameters screen. Delete any values you entered for the variables if you do not want to have them displayed as the template in planning. Choose This graphic is explained in the accompanying text.


The default parameters are only saved temporarily at this point.


For this reason, you should then finish by saving the planner profile. Only then does the system assign a definitive file description to the planning layout and save the values for the variables are saved permanently.




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