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 User-Specific Settings in Interactive Planning

Use

This function allows you to maintain your own personal settings for interactive planning. You can, for instance, automatically load a selection when you open a planning book or drilldown immediately to a particular level. An administrator can also maintain user settings for several users or selections.

Note Note

The user-specific settings apply only to interactive planning and not to collaborative planning.

End of the note.

Prerequisites

You have created a planning book with at least one data view. For some user-specific settings a selection is necessary as well.

Features

You can assign user settings at different levels. The most detailed level is planning book and data view, user, and selection. However, if settings are not available at this level, the system searches for settings that have been saved at a higher level, for instance, planning book/data view and user. In this case, a yellow traffic light appears on the relevant tab page instead of a green one.

You can save user-specific settings for the following functions:

  • Hide key figures

  • Specify unit for display

  • Specify navigation path for drilldown

  • Specify navigation path for display of dependent objects

  • Hide toolbar functions

  • Define path for pivot sorting

  • Miscellaneous functions such as “define initial selection”

For more information about the individual functions, see the online documentation (information button ) in the function.

Activities

You have two options for calling this function:

From interactive planning

Users can create or change their settings for the current planning book and data view. In the selection section of the screen, they can only change the selection.

From theSAP Easy Accessscreen

This is the administrator or superuser view. Its usage should be restricted by making the relevant authorization settings for transaction /SAPAPO/SDPUSET. You choose Start of the navigation path Advanced Planning andOptimization Next navigation step DemandPlanning Next navigation step Environment Next navigation step Curren End of the navigation path t Start of the navigation path Settings Next navigation step User Settings for Interactive Planning End of the navigation path . On the next screen, you can set a filter for the selection screen, for instance, you can restrict the display to a particular planning book or user. A list of existing user settings then appears. At this stage, you can copy user settings from one user to another. You select a line and choose the Create/change button to edit the settings. If you do not select any existing settings, you can create a new entry.