Making Basic Settings 

Use

In the basic settings for the planning layout, you specify the name, set the layout type, and make settings for the characteristics. Other settings can be made too.

Prerequisites

In order to create a planning layout, you first have to create the Manual Planning function type for the planning level. You do this in the planning functions area.

Procedure

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        1.      In the planning environment, in the Planning Functions area, choose Create Layout in the context menu of the Manual Planning function.

A dialog box appears in which you can enter the technical name and a description for the layout.

        2.      In the Layout Type group field, specify the layout area where you want key figures to be displayed. You have the following options:

Key figures in data columns: You can specify key figures for the data columns. Each key figure of the layout is displayed in its own column. You can use additional characteristics in the data columns so that you only obtain key figure values for certain characteristics. The rows contain all the values of the characteristics included in the lead column for which data is available. The system fills lead columns in accordance with the advanced settings (see Making Advanced Settings).

Key figures in data columns, rows defined individually: You can specify characteristic and key figure combinations for the data columns. You can define the rows of the lead column individually by specifying combinations of characteristic values and texts that you want to use in the advanced settings (see Making Advanced Settings).

·         Key figures in lead columns: You can only specify characteristic values for the data columns. You can specify a combination of characteristic and key figure values, as well as a text, for every row in the lead column. 

If you change this layout type later, the entire layout is reset to the default settings.
If you selected characteristics for the lead column but later want to show key figures in the lead column, the characteristics are automatically transferred to the header area of the layout.

        3.      Specify the position of the characteristics in the Settings for Characteristics list:

For each characteristic included in the planning level, you can specify whether it is to be assigned to the header area, the lead column or the data column.

Under certain circumstances, the system restricts the assignment of characteristics: A characteristic can only appear in the data column if it has been restricted in the planning level. A characteristic that is only restricted in a planning package however, cannot appear in a data column.

In the layout in the Characteristic Text column, you can specify the length variant that you want to display for the texts of characteristic values.

For characteristic values that are significant in every length variant (for example, fiscal year), you can use the short text in order to save space. In other cases, (company, for example), it is more advisable to use a longer variant for reasons of comprehensibility.

        4.      Make further settings as required. For more information, see:

Hierarchically Structured Planning

Automatic Execution of Planning Functions

Dynamic Data and Lead Columns

Result

Choose Continue to proceed to the next step. See Making Advanced Settings.

 

See also:

 

Planning Layout