Performing Manual Planning 

Use

In BI applications that use data providers that an input-ready query is assigned to, the system allows manual entry of data using either input-ready cells or new input-ready rows.

In input-ready cells, you can change individual key figure values for a posted data record. In new input-ready rows, you can either change posted data records or enter new data records for characteristic combinations that do not yet exist.

Integration

You use BEx Analyzer to create and execute BI applications that provide this function. Alternatively, you can create them in Web Application Designer and execute them on the Web. In BEx Analyzer, you use the Analysis Grid design item. In Web Application Designer, you use the Analysis Web item.

For more information about manually entering data in a BI application created using BEx Analyzer, see Functions for Manual Planning.

Prerequisites

The following conditions apply if you want to change existing data:

●      At least one input ready key figure exists.

The following conditions apply if you want to enter data in new rows:

●      No active universal display hierarchies exist.

Features

Input Ready Queries at Execution

Whether the cells in an input-ready query can be changed at execution depends on the query view and possibly on other settings (such as settings for data slices and characteristic relationships).

With regard to whether the cells of a query view are input ready, note the following rules:

...

       1.      In a query that is used for manual planning, a cell is only input ready if each characteristic value of all the characteristics included in the aggregation level is unique. None of the aggregated values on the aggregation level are therefore input ready: Totals, subtotals and inner hierarchy nodes are not input ready.

       2.      To be able to change values for calculated key figures (like Average Price as a quotient of Amount and Quantity), these must be based on input-ready formulas, and at least one operand must be input ready. More information: Defining Inverse Formulas (Designtime) and Inverse Formulas (Runtime).

       3.      In order to change aggregated values (with respect to the aggregation level), these values must be disaggregated on all the data records that contribute to the aggregated value of the cell. More information: Disaggregation (Top-Down-Distribution).

       4.      If a query used for manual planning includes a navigation attribute that is restricted using a fixed or dynamic filter or a restricted key figure, the system treats the navigation attribute as a normal characteristic. The rule under point 1 applies here. The system only reacts as though the navigation attribute were not part of the query if the navigation attribute is not restricted.

       5.      In a query defined on a MultiProvider or a complex aggregation level that you want to use manual planning for, a cell is not input ready if the InfoProvider that is defined by this cell is:

                            a.      Not a real-time InfoCube

                            b.      A real-time InfoCube that has been switched to load mode

       6.      If an input-ready query is executed in change mode, but the requested data is locked by another user, the query starts in display mode.

Input-Ready Objects (Cells and Rows)

Depending on the tool you are using, note the following differences:

BEx Analyzer	Web Application Designer
Appearance of input-ready cells All input-ready objects are displayed in format SAPBEXinputData.
Appearance of non-input ready cells Non-input ready cells are not highlighted in color. If you try to enter values in a non-input ready cell, an error message will appear.	Appearance of non-input ready cells Non-input ready columns are highlighted in color.

New Input-Ready Rows

Depending on the tool you are using, note the following:

BEx Analyzer	Web Application Designer
Posted data You can enter plan data irrespective of whether data has been posted. If no data is available in the analysis grid, you can use input help to restrict the free characteristics to a single value or drag and drop the free characteristics to the rows. In the columns, you can use no characteristics and no more than one structure.	Posted data You can enter plan data irrespective of whether data has been posted. If no data is available in the analysis grid, you can use input help to restrict the free characteristics to a single value or drag and drop the free characteristics to the rows. In the columns, you can use no characteristics and no more than one structure. You can also switch the position of the rows and columns here.
Rows and columns You can use no more than one structure in the columns or rows. If data is not available in the analysis grid, you can use one structure only in the columns, but you cannot use a structure in the rows.	Rows and columns You can use no more than one structure in the columns or rows.
Appearance of input-ready rows New Input-new cells are always displayed under the table. You can enter data in all input-ready rows. The system determines the number of rows where data has been entered by checking the cells under the table in the first column. If one of these cells contains data, the system assumes that data has been entered for the corresponding row.	Appearance of input-ready rows You set the number and position of the new input-ready new rows in the parameters of the relevant Web item (under Internal Display).
Input help You can access input help for a cell by double-clicking it or pressing F4.	Input help Input help is available for each input-ready row.
Entry You can enter a key or text. If you are working with text, the system has to be able to determine a key from the text in the logon language. We therefore recommend working with keys.	Entry You have to enter a key.

Activities

Input-Ready Cells

In input-ready cells, you can change the individual key figure values for a posted data record.

Input-Ready Rows

You can enter new rows if you the analysis grid allows this. In the simplest case, you use the key figure structure in the data columns and use input help to restrict the free characteristics to a single value or drag and drop a free characteristic to the rows or columns.

You cannot enter a new row if the unit or currency you used is included in the drilldown and is not restricted to a single value.

To avoid this restriction, you can create a planning function that creates a new data record (a null record if null suppression is deactivated).

The system only displays a new input-ready row if at least one of the cells in the row is defined uniquely with regard to the characteristics in the underlying aggregation level. When using navigation attributes and time characteristics, avoid redundancy by making sure that you do not have derivable characteristics in the drilldown at the same time (like month and quarter).

In BEx Analyzer, note that the Analysis Grid design item has to be displayed in full size. You make this setting in design mode in the Analysis Grid Properties dialog box on the Clipping tab page. Choose Full Size as the horizontal and vertical setting.

If you chose the Suppress New Rows setting for the Analysis Grid design item (Analysis Grid Properties → tab page General), you can only change the key figure values for posted data records.

If you want to create a Web application, specify how many input ready new cells you want, and where to display them. You do this in the Web item parameters in BEx Web Application Designer. (The default setting is 0. New rows are not displayed in the default setting). In a Web template, new rows appear for a characteristic or its attributes if, in the Query Designer under Properties → Technical Name, you have chosen the Text display for this characteristic.

Depending on the tool you are using, proceed as follows:

BEx Analyzer	Web Application
You are in change mode. In the new input-ready rows, enter the required key figure and characteristic values.	Execute the Web template and enter the required key figure and characteristic values in the new input-ready rows, .
Choose Transfer Values to transfer one or more changed or new data records to the server to be checked.	Choose Refresh to transfer one or more changed or new data records to the server to be checked.
Choose Save Values to save the data records persistently to the database.	Choose Save to save the data records persistently to the database.

 

The data is checked automatically during navigation (filter changes), and navigation is not permitted if any entries have errors.