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Function documentation Editing a Planning Area  Locate the document in its SAP Library structure

Use

When you edit a planning area you make central settings that are valid for all levels, packages and planning functions assigned to this planning area.

In addition, you can branch directly to the SAP BW system that contains the InfoCube to which the planning area is assigned.

Integration

Some of the processing functions enable direct access to the SAP BW InfoCube assigned to the planning area, and to the InfoObjects contained in this. 

Features

The processing functions for planning areas are divided over the following tab pages:

Tab page Attributes

Here you can check which InfoCube is assigned to the planning area. If you are accessing a separate BW System (Remote), you can also check the RFC destination that produces the connection to the BW System here. You can switch straight to InfoCube maintenance using This graphic is explained in the accompanying text Display InfoCube. Here you can view the underlying InfoCube and, where necessary, edit it.

You normally only make settings for the InfoCube and RFC destination when creating a new planning area. This is because all additional objects that you create within the planning area depend on the key figures and characteristics available in the underlying InfoCube.

Therefore, it is only possible to make changes to the settings for the InfoCube and RFC destination, without necessitating any extra reworking, if the newly assigned InfoCube has the same key figures and characteristics as the previously assigned one. It may make sense to make supplementary changes to these settings in the following cases:

·        You are using an existing InfoCube as the reference for a new InfoCube. You will add additional characteristics and key figures to the new InfoCube. You copy the planning area that is connected to the reference InfoCube and assign the new InfoCube to the new planning area. By doing this you can use all the objects that were available in the original planning area in the new planning area, without more Customizing work. You are also able to use the additional characteristics and key figures.

·        You already have a BW system that is used company-wide and you want to retain the InfoCubes that you access with BW-BPS in that BW system too. Therefore, you transfer the InfoCubes that already exist in the planning system into your central BW system and add a corresponding RFC destination to the settings of the planning areas that previously accessed these InfoCubes within the planning system.

·        You are operating several BW systems and have transferred an InfoCube to a system that is based on high-performance hardware. In this case, change the setting of the RFC destination in the planning area and you can profit from improved performance, without making further changes.

You can only change the settings for the InfoCube and RFC destination if you have not yet made changes to the planning area or its subordinate objects in the current planning session. If required, terminate the planning session and start again in order to execute the desired changes.

Tab page Data slices

Here you define value ranges for the characteristics in the planning area that you want to lock against further postings. For more information, see Data Slices.

Tab page Variables

·        Here you define variables for characteristic values that can be used in all planning levels, packages, and functions of the planning area, instead of fixed values. In this way you have the option to maintain central specifications, for example fiscal year, in one place, but to make them automatically effective in all the areas of the planning area that are affected. For more information, see Variables.

Tab page Master data

Here you receive an overview of all the characteristics contained in the planning area and, where applicable, all the BW hierarchies belonging to them. Using the context menu of a characteristic, you can switch to the master data maintenance of the characteristic and enter new entries or change existing ones.

Note that master data for planning is read in the M version and not the A version. Time-dependent texts and attributes for master data can be created in BW.  You can specify a key date for time-dependent master data. The master data is accessed with this key date.   The system delivers those attribute values and texts that are valid on the specified key date. If you do not specify a key date, the master data is read with the current date.  In multi-planning areas, the master data is accessed with the key date from the basic planning areas.  

The system accesses master data with regard to time in the following cases:

·        when reading regular-language texts for characteristic values

·        when reading attributes for display in the planning layout or for characteristic relationships

·        with the ATRV function in planning functions of type “formula”.

Tab page Characteristic relationships

You correlate formally independent characteristics in a planning area using characteristic relationships. You are able to define which combinations of values are valid, which values are derived from other values, and which values are suggested in manual planning. For more information, see Characteristic Relationships.

 

 

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