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You can use two planning objects: planning functions and planning sequences. Planning functions allow system-based processing or generation of data. A planning sequence is a sequence of planning functions. Both obejcts are created with Planning Modeler in SAP NetWeaver BW.

The following procedure explains the steps to be done in Analysis when working with planning objects. For more information about SAP NetWeaver BW Integrated Planning, Planning Modeler and objects like planning function or aggregation level, see the corresponding documentation on the SAP Help Portal.


  1. Insert an input-ready data source or open a workbok with an input-ready data source.
    Note This step is optional. You can also use planning objects without visualization in a crosstab.
  2. Add a planning object to the workbook.
    On the Components tab in the design panel, choose Use Planning Function or Use Planning Sequence in the context menu of the workbook. In the Open dialog box, search for the planning object, select an object and press OK.
    The node Planning Objects is added to the workbook on the Components tab. All planning objects are assigned to this node.
  3. Check on the Components tab in the design panel if the correct planning system is connected.
    In the default setting, the planning system is the first system you connect to after opening a workbook. If a workbook contains objects from different systems, you can select one of these systems as the planning system in the list. The changed planning system will only be effective after closing and reopening the workbook.
  4. Select the Process Changed Data check box if you want to use process changed data.
    If you select this check box, you can define that only data changed by the user in the current session since the last save will be processed. You can specify for planning functions which aggregation level should be used as a filter to define the changed data. In the default setting, the aggregation level the planning function is built on is selected for a planning function.
    Note that an aggregation level can only be set for planning functions. Therefore, it is not possible to select an aggregation level for planning sequences.
  5. Define the variables values of the planning object.
    On the Variables of Planning Sequence / Functions tab, select the source and define the values:
    • For source Member, you can select the members with input help.
    • For source Cell, you can define the cell that contains the values.
    Variables act as placeholders for members, hierarchies and numbers. They can be defined in BEx Query Designer or in Planning Modeler. All variable values are valid locally in the planning object. To plan data for two different years for example, you can insert the same planning function twice in a workbook and enter different values for the dimension year.
  6. Define the filter for the planning function.
    On the Filter tab, you get a list of all dimensions of the aggregation level.
    1. Define the filter values for the dimensions as required.
      For source Member, you can select the members with input help.
      For source Cell, you can define the cell that contains the values.
      For source Link, the current filter values in the data source are used.
      Note For dimension with source Link, you can also use the API method SAPSetFilter, to define the filter values.
    2. You can also select the filter the planning function is linked to:
      • Press the Open Filter button to insert a filter object.

        The filter object can be created in the BEx Query Designer and in the Planning Modeler.

      • Press the list button to select the data source you want to use for planning. The data source should already be used in the workbook.
      When you insert a filter object or data source, the source type changes from Member to Link for all dimensions that have not previously been defined, and the current filter values in the data source or filter object are used.
    3. Redefine filter values.
      You can change the filter definition for a planning function at any time. After inserting a data source, for example, you can change the source from Link to Cell and define a cell that contains the values that should be used as filter.
  7. Choose Execute Planning Funtion in the context menu of a planning function on the Components tab to execute the object.
    When working with planning sequences, choose Execute Planning Sequence in the context menu of a planning sequence on the Components tab to execute the object.
    Note The changed data is recalculated automatically when you execute a planning object. To undo all changes since the last save, choose Start of the navigation path Back Next navigation step To Previous Saved State End of the navigation path.
  8. Optional step: Delete a planning object from the workbook.
    Choose Delete in the context menu of the planning object on the Components tab.
  9. Choose Save to save the planning data to the system.


The changed data is saved in the data source.