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Procedure documentationDesigning Composite Views Using BI Integrated Planning Locate this document in the navigation structure

 

This documentation describes how to design a composite view to be used for planning. To use the planning functionality of BI Integrated Planning, you need to select an input-ready Query as the data source for your model. You can define and configure the queries in BEx Query Designer. You can also include planning functions and planning sequences created in the BI system.

Procedure

Building a Composite View using BI Integrated Planning

  1. Open a new model, for example by choosing   Model   New...   in the main tool bar.

  2. Select the model type Composite View, enter a name for your model and assign it to the corresponding components.

  3. Select an input-ready query as the data source and add it to your model. To search for a data source, use the main tool bar:

    • Choose   BI Services   Query Wizard   in the main tool bar to search and configure a BI data source in the Query wizard.

      For more information, see BI Services Dialog Boxes in the Visual Composer Reference Guide.

    Note Note

    When you insert an input-ready query to the Design board, two data service icons are created. One is responsible for reading the data from the BI system. The other is responsible for writing back the plan data. To identify this second one, the suffix _write is added to the technical name of the data service.

    End of the note.

  4. Define the data flow.

    The two data service icons need to be connected with a table view. To add a table view to your model, select the Compose task panel and drag a table view element to the Design Board. Then connect the Data output port of the data service for reading with the In input port of the table view and the Out output port of the table view with the Data input port of the data service for writing back. Add an action (e.g. via a button) that triggers the execution of the writing service. If the query needs to be refreshed after writing back the data (e.g. because a calculated key figure has to be recalculated), connect the INFO output port with one of the input ports of the reading data service. The FILTER and VARIABLE input ports are typically connected to a form view, which enables you to enter values for filters and variables.

    More information: Structure of a BI Data Service.

  5. Define the data.

    Select Define Data... in the context menu for the data service. In the dialog box, define the fields that should be displayed on the UI at runtime. For performance reasons, we recommend restricting your models to 10.000 data rows / 100.000 data cells.

  6. Add data services for planning.

    You can add planning functions, planning sequences and planning commands using the main tool bar BI Services. Such a data service can be executed via an action - e.g. triggered by a button. Typically, a query within the same model will have to be refreshed in order to show the results of the planning function or sequence. Therefore, connect the Output out port of the planning function/sequence with one of the input ports of the reading data service - in a similar way as you did it to refresh the query after writing back data.

    For more information, see BI Services Dialog Boxes in the Visual Composer Reference Guide.

  7. Define the layout.

    Go from the Design board to the Layout board. On the Layout board, you can lay out the UI of the model as the user should see it at runtime. You can use the same layout functions that you use for models without planning data services.

    There are two ways to define if the cells in the table view are input-enabled:

    • Statically

      Go to the Layout board, select a column of the table view and set the property Read-only to true or false.

    • Dynamically (recommended)

      1. Select the Readonly field (e.g. <key figure> Readonly) for each relevant key figure in the Query wizard step Choose Presentation.

      2. Go to the Layout board, select the column of the table view and assign the Readonly field selected in the Query wizard to the property Read-only.

    For more information about the Configure task panel options, see Configure Task Panel in the Visual Composer Reference Guide.

  8. Deploy the model in the Deploy task panel.

    More information: Compiling and Deploying Models.

  9. Enter planning data in the input-ready cells.

    You can enter values for planning in the input-enabled cells and execute new calculations with this data. You can also use the planning functions you added to your model, e.g. to save the plan data. At the bottom of the screen, you can find a message panel with information about the execution of the planning functions.