Show TOC

Functions for Manual PlanningLocate this document in the navigation structure

Use

In BEx Analyzer, you can use input-ready queries to create applications that allow manual data entry. These can be simple applications where you use input-ready queries only. On the other hand, they can be complex applications for manual planning where you can combine numerous queries that are input-ready or can be defined for a particular analysis alongside planning functions that change data automatically.

The BEx Analyzer functions that help you when entering data are described below.

Note

For an example of an application that is created using the BEx Analyzer, seeCreating Planning Applications in the BEx Analyzer.

Prerequisites

You have defined one or more input-ready queries so that you can assign data providers to them. For more information about defining an input-ready query, seeInput-Ready Queries.

Features

Manual Entry of Data in an Analysis Grid

In BEx Analyzer, you use the AnalysisGrid design item for manual planning. This uses the data provider you have selected to reference an input-ready query (or query view). SeeAnalysis Grid. In the analysis grid, a structure element of the query is input-ready if you set the corresponding flag for the element in the query definition.

Note

Note that a cell can only be input-ready if every characteristic for this cell is defined uniquely in the underlying aggregation level. The aggregation level models the levels on which key figure values can be changed. If you have free characteristics, you have to drag and drop them into the rows or columns before cells can be input ready.

Other settings in BW Integrated Planning, such as data slices or characteristic relationships, also affect whether data cells are input ready.

In the simplest case, you want to manually enter or change values in input-ready cells.

The system uses a predefined MS Excel format template (SAPBEXinputData) to help you when visualizing the input-ready cells. You can format this according to your requirements so that you can distinguish input-ready cells from cells that are not input ready. To change the format template, choose Format → Format Template.

Note

In the default setting, all the cells in a workbook can be changed. If you activate cell protection in the workbook, you can only change the input-ready cells. In the context menu for the analysis grid, choose Properties. In the Properties of Analysis Grid dialog box, on the General tab page, set the Enable Cell Protection indicator.

Depending on the analysis grid, you can also enter new rows. In the simplest case, you use the key figure structure in the data columns and use input help to restrict the free characteristics to a single value or drag and drop a free characteristic to the rows or columns. If no data is available in the analysis grid, you use input help to restrict the free characteristics to a single value and/or drag and drop the free characteristics into the rows.

If new rows can be entered, the system displays a row under the analysis grid. This row is formatted in the same way as the input-ready cells. More information:Performing Manual Planning

Transfer Values

Changed cells and new rows are checked on the BW server. Choose TransferValues in the context menu for a cell that has been changed. The system reads the values from the workbook, transfers them to the BW server and checks them for consistency against the planning model. The system only accepts the data if all entries are 'correct'. As soon as the changed data is available on the BW server, it is automatically visible in all other components of the workbook for manual planning purposes. Other analysis grids that are input ready or determined for a particular analysis are refreshed accordingly with the changed data.

Note

The values are also checked and transferred (if applicable) implicitly with each navigation.

Caution

In the workbook settings on the General tab page, you can change the setting that defines when plan data is transferred. We recommend using the default Transfer Plan Values to Server Before Navigation option. If you select Transfer Plan Values to Server Before Navigation, the system displays a confirmation prompt each time before it transfers the values. If you select Do Not Transfer Plan Values to Server Before Navigation, the input-ready plan data is not transferred.

Save Values

Data that has been changed while BEx Analyzer is open is retained on the BW server (in the planning buffer) if it is consistent. In the context menu, choose SaveValues to save this data in the InfoProvider on the database on the BW server.

Note

You can create functions for transferring (CHECK_VALUES) and saving (SAVE_AREA) changed data using buttons. For an example of how to create a save function, seeCreating Planning Applications in BEx Analyzer.

Using a Formula to Change Values

You can perform manual calculations using the existing values from input-ready cells or cell areas, for example x+20 or x+10%. X stands for the original value of the cell. You can add, subtract, multiply and divide in the formulas.