Entering Plan Data
Use
You use this function to enter data manually with a previously created planning layout. The plan data that you enter is valid for those characteristic value combinations that you determined by making specific selections in the current planning level or planning package.
It is only possible to enter plan data within the context of the lock concept implemented in BW-BPS. For more information, see Locking Transaction Data.
When you open a planning layout for data entry, BW-BPS automatically generates 20 new blank rows under the last row in the data entry area. You can use these blank rows to enter plan data for new combinations of characteristic values.
If data records already exist for the characteristic
combination that is currently active, the characteristic values are
write-protected in the lead column. Therefore, new plan data is always entered
under the existing data records. You can enter the new data records in any
order. The newly entered data is sorted and moved to the correct place when
you save (or if you choose the function 
).
Within a non-hierarchical data model you also have access to local SAP functions for Microsoft Excel. These can be used as a data entry tool. See also, Local Functions.
Notes on Entering Data
· Avoid using the Excel functions for deleting, inserting and sorting. If you use these functions, it is not possible to read data into the SAP system correctly.
If you want to delete data, select the data
and then choose 
.
The delete function works as follows: The system uses the selected cells to calculate the data records that lie behind these cells. (A cell selected in the lead column makes it look as if the whole row has been selected). The system then sets all key figure values that are ready for input in these data records to 0. An entire row is only deleted if all the key figures in all the data records displayed in the layout that belong to one row have the value 0.
· On a second spreadsheet page you can carry out supplementary calculations (with MS Excel formulas) or insert diagrams. These are only retained temporarily during the planning session. All MS Excel objects that you want to use on a permanent basis have to be defined when you create the layout.
· If you make an entry in MS Excel formula in the SAP data area, this is overwritten as soon as the data is updated in MS Excel, without a message being produced. This generally happens after executing functions that require data to be updated in MS Excel.
·
MS Excel must not be in edit mode
if you want
to save, use a planning function or execute the 
Check function (in other words whenever
the system has to read data from MS Excel). MS Excel cannot be accessed
"externally" when in edit mode and you will receive an error message.
The easiest way of ensuring that cells can no longer be edited in MS Excel is to highlight any cell (but not by double-clicking on it).
Percentages in Manual Planning
To display percentage rates in the planning layout, you must restrict the unit-bearing characteristic to the value "0%". Unlike when you use MS Excel outside BW-BPS with the cell format "percent", no internal conversion of values entered is executed with manual planning.
If you enter the value 50 in a cell formatted with
the "percent" format of an MS Excel worksheet and confirm, the value "50 %"
appears in the cell and the value 0.5 is derived internally for the cell. If
you multiply two cells with the value "50 %", Excel displays the value "25 %",
and internally derives the value 0.25 for the cell.
On the other hand, if you set the "%" unit in a planning layout, the values
entered are displayed with an adjusted percent character but are posted with
the exact amount that is displayed. In the example cited this means that for a
cell which displays the value "50 %", the value 50 is saved in the data basis
(and not 0.5). The multiplication of two such cells results in the value
2500.
The following consequences result from dealing with plan data that is entered as a percentage:
· Key figure values entered as percentages must always be divided by 100 in formula function calculations.
· In all planning layouts that display such key figure values or offer them for entry, you have to make sure that the corresponding values are always displayed with the unit, in order to avoid misunderstandings.
Procedure
...
1.
Select
an empty cell in the lead column and enter the required value. You can use the
input help 
for characteristic values and key figures that
have the type ‘date’.
2. Select an empty cell in the same row of a data column and enter the required plan value.
3. Proceed in the same way for the row's other data columns.
4. Repeat the operation for all additional values in the lead column for which you want to enter plan data.
5.
Choose
Sort Newly Entered Data
Records. If
necessary, BW-BPS will also set the totals row to the correct position.
Sorting the data also includes checking its formal accuracy.
If you choose the Check function, the system checks the data you have
entered (for example for valid characteristic values).
6.
Use
or 
to
get to the next or previous value combination for the characteristics in the
header area. You can also use 
to
select a specific combination.
7.
When
you have entered all plan data, choose 
Save All to save the plan data in the
database.
It is not absolutely necessary to explicitly save your entries as BW-BPS saves all changes on a temporary basis. When you end the planning session (at the latest), the system asks you whether you want to save the changes made in the session.
Special Case: Entering Plan Data with Hierarchical Data Models
If you want to enter plan data for BPS or BW characteristic hierarchies in a planning layout, system behavior differs slightly to when entering data without hierarchies. In the data entry for a specific hierarchy node on a certain hierarchy level, the system distinguishes the following cases:
·
No
values have been entered yet for hierarchy nodes on a particular hierarchy
level.
After checking the new entry, the system generates an additional entry, on the
same hierarchy level, for the amounts that are still to be distributed
(characteristic value # or a leaf with the characteristic value of the node
for a BW characteristic hierarchy with postable inner nodes). The system uses these nodes in budgeting to
be able to save difference amounts between a higher-level hierarchy node (for
example product group) and the total amounts of the lower-level node
(for example product).
·
Values
have already been entered for hierarchy nodes on a particular hierarchy
level.
You enter values for the hierarchy nodes in exactly the same way as in a
layout without hierarchies. The system modifies the key figure value for the
amount still to be distributed (characteristic value #
or, for BW
characteristic hierarchies with postable internal nodes, a dummy leaf) when
checking or posting it, so that the total of all characteristic values is
equal to the amount of the higher-level hierarchy node.
The
Check function sorts the newly generated rows
immediately. It works like the Check and Assort functions with a non-hierarchical data
model.
Result
You can now look at your plan values and compare them with plan values from other areas or periods. You can view your recorded plan data as follows:
· Display in the planning layout
· Display using a query
You can also execute a planning function directly from manual planning without having to leave the planning layout first. After the function has been executed, the system reads the updated data from the data basis and displays it in the planning layout immediately.
See also: