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 How To Plan Using Integrated Excel Locate this document in the navigation structure

Prerequisites

To be able to use Microsoft Excel as your planning screen in the SAP System, you need to make the appropriate settings either in Customizing under Define Planner Profile or when defining the parameter set for the Enter planning data planning method (CO-PA only). For more information, see Setting Up Integrated Excel .

Procedure

  1. CO-PA : Execute the planning method Enter planning data using a parameter set for which Excel has been activated as the planning tool. This automatically calls up Excel within the SAP window.

Other applications : Enter planning using a planner profile and choose a planning layout for which integrated Excel has been activated. To open Microsoft Excel in the SAP System window, choose ( ) . (It is not possible to use Excel to create planning data in the period screen.)

  • If you have used Customizing just to set the indicator for integrated Excel and no special formatting has been made in the Excel template for this planning layout, the system displays the planning data unformatted in the upper left-hand corner of the spreadsheet.

  • If you have formatted an Excel template in Customizing, the system opens this template in Excel.

  1. Enter your planning data.

Note the following:

  • You must avoid any use of the following Excel functions :

    - Delete

    - Paste

    - Sort

    Use of the above functions prevents data from being imported correctly into the SAP System.

  • If you want to delete data, choose ( ) in the SAP System .

  • Enter new objects for planning directly beneath the existing SAP data (where appropriate, beneath the totals row). To paste , use the SAP possible entries function (available via ( ) ). Note that the system does not recognize data that is separated from the existing SAP planning data by an empty row.

  • You can sort additional data into existing data by choosing   Edit   Sort   in the SAP menu .

  • If the Excel spreadsheet is protected, then the entries that can be made in the individual cells correspond to those specified in the SAP System.

  • You can access SAP possible entries by choosing ( ) ..

  • The SAP System only imports data from the first spreadsheet in an Excel folder. You can perform additional calculations or add diagrams on a second spreadsheet. These calculations and diagrams are only kept during your planning session if they have not already been created in Customizing.

  • When you enter formulas in the SAP data area in Excel, they are overwritten by the formula result during posting, and the formulas themselves are then discarded.

  • If you want to save, use an SAP planning function or run a validity check, you need to make sure that no cell is currently being edited in Excel. You can control this by displaying the "Formula Bar" in Excel (choose   View   Formula bar   ).

  • To run a validity check for the data you have entered, choose ( ) in the SAP System.

  1. Post the data by choosing ( ) .

You then return to the initial screen.