bim250a creating easy data entry

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    SAP TECHED 06

    BIM250

    INTEGRATED PLANNING WITH SAPNETWEAVER BI :FROM DATA ENTRY T O HIGHLYINTEGRATED PLANNING APPLICATIONS

    EXERCISE: CREATING EASY DATA ENTRY

    Dietrich Eisenhardt, SAP AG

    Vi-Quyen Huynh, SAP AG

    Detlef Wassmuth, SAP AG

    Katie Beavers, SAP LABS, LLC.

    Marc Bernard, SAP LABS, LLC.

    Scott Cairncross, SAP LABS, LLC

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    SAP TECHED 06 SEPTEMBER2006

    Version Changed by Date Topic

    0 Detlef Wassmuth 118.08.2006

    Table of Contents

    1 Miscellaneous................ ................................................................ ............................................................... .. 21.1 Technical Information:........................................................ ................................................................ .. 21.2 Data Model: ............................................................. ................................................................ ............. 31.3 Real-Time InfoProvider: Sales Plan Data- Group 00 - RKT Sample [PM_SDP00]........................... 41.4 Aggregation Level: TE 06: Simple Data Entry GR XX [TE_EDE_XX].................................. ............ 4

    2 Creating an Aggregation Level for Data Entry................... ................................................................ ............ 53 Creating an Input-Ready Query for Data Entry....................................................................... ..................... 124 Data Entry Using BEx Analyzer ............................................................. ..................................................... 24

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    1 Miscellaneous

    1.1 Technical Information:

    System: CIM

    Client: 003

    Patch: SP08

    CITRIX: Training Zone / PM BI Frontend Demo

    C:\SessionContent\BIMxxx

    Plan InfoCube: Sales Plan Data- Group 00 RKT Sample

    PM_SDP00

    InfoArea: RABI70 Integrated Planning

    RABI70_P01

    ALVL: Create your own aggregation level:

    Description: TE 06: Easy Data Entry GR XX

    Technical name: TE_ALE_XX

    Query: Description: Easy Data Entry GR XXTechnical name: TE_EDE_XX

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    1.2 Data Model:

    Your ownaggregation level

    TE_ALE_XX

    Real-timeInfoProvider

    PM_SDP00

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    1.3 Real-Time InfoProvider: Sales Plan Data- Group 00 - RKT Sample[PM_SDP00]

    Object type Name Technical name

    Characteristics Country (SAP Demo) 0D_COUNTRYDistribution channel (SAP Demo) 0D_DIS_CHAN

    GIS region (SAP DEMO) 0D_REGION

    Material (SAP Demo) 0D_MATERIAL

    Material group (SAP Demo) 0D_MTLGROUP

    Plan version PM_PLAVER

    User version PM_PLAUSE

    Version (SAP Demo) 0D_VERSION

    Key figures Cost in statistics currency (SAP DEMO) 0D_COSTVALS

    Plan price ZD_PLANPR

    Quantity in base units (SAP DEMO) 0D_QUANT_B

    Sales PM_SALES

    Sales SALES

    Time characteristics Calendar year 0CALYEAR

    Calendar year/month 0CALMONTH

    Units Base unit of measure 0BASE_UOM

    Currency key 0CURRENCY

    Statistics currency 0STAT_CURR

    1.4 Aggregation Level: TE 06: Simple Data Entry GR XX [TE_EDE_XX]

    Object type Name Technical name

    Time characteristic Calendar year 0CALYEAR

    Characteristics User version PM_PLAUSE

    Plan version PM_PLAVER

    Country (SAP Demo) 0D_COUNTRY

    Key figure Sales PM_SALES

    Unit Currency key 0CURRENCY

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    SAP TECHED 06 SEPTEMBER2006

    In this exercise you create a simple data entry. You require the following objects:

    Real-time InfoProvider: For storing the data

    Aggregation level: As the basis of the input-ready query

    Input-ready query: For data entry

    First step: Creating an aggregation level on top of a real-time InfoProvider

    2 Creating an Aggregation Level for Data Entry

    Log on to the system:

    System: CIM

    Client: 003

    User: Your TechEd user

    Password.: Your TechEd password

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    In the SAP menu, select transaction RSPLAN BI Integrated Planning

    The BI Integrated Planning screen appears. You want to create a simple aggregation level for data entry, so you

    tart the web-based planning modeling tool: the planning modeler.s

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    Log on to the system. Use the same user ID and password as for the CIM system.

    The initial screen for the Planning Modeler appears. You want to create an aggregation level on top of real-time

    InfoProvider PM_SDP00. Enter PM_SDP00 in the InfoProvider field and start the search.

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    The system finds the InfoProvider and you select it as the basis of the aggregation level. Go to the next tab page:

    Aggregation Level.

    Create a new aggregation level.

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    Choose NEW. The dialog box shown above appears.

    Enter:Technical name: TE_ALE_XX (always replace XX with your group number)

    Description: TE06: Simple Data Entry GR XX

    Select Transfer.

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    Activate your selection.

    You have created the basis of the input-ready query and can continue with the next step; creating the input-ready

    query.

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    3 Creating an Input-Ready Query for Data Entry

    Start the Query Designer under:CITRIX\start\Programs\Business Explorer\Query Designer

    Log on to the system:

    System: CIM

    Client: 003

    User: Your TechEd userPassword.:Your TechEd password

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    Choose Create New Query

    In the open dialog, select the aggregation level you created in the first exercise.

    TE_ALE_XX (always replace XX with your group number)

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    On the left-hand side of the screen, the system displays the objects in the aggregation level.

    Open the dimensions. You see the characteristics that are part of these dimensions.

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    Navigate to the characteristic values and select value Approved for characteristic Plan version and the

    variable characteristic value Exit Variable mit UserName (Exit Variable with User Name) for characteristic

    User Version. Use drag and drop to move these to the Characteristic Restrictions screen area.

    Select the characteristic Calendar Year and restrict it by choosing the appropriate entry from the context menu.You access the context menu by right-clicking on the object.

    In the drop-down box, select value Value Ranges.

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    Open the drop-down box for the start value.

    Select value 2007.

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    Open the drop-down box for the end value.

    elect value 2009.S

    The restrictions should now look like this.

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    Select characteristic Currency and restrict this to value EUR

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    In the drop-down box, select History or Single Values.

    Select Euro and choose the arrow button to move it across to the selection area of the screen.

    hoose OK.C

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    Move the characteristics Country and Calendar Year to the Default Values field. You use these

    characteristics to define the rows and columns on the next tab page, Rows/Columns.

    On the start screen of the query, you want to include all the characteristic combinations of the characteristics

    Country and Calendar Year. Select characteristic Country and in the properties pane, on the Extended

    tab page, select the Master Data radio button. Do the same with the Calendar Year characteristic.

    Go to the Rows/Columns tab page.

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    You need to include a key figure in the input-ready query. Move the Sales key figure to the columns. Move the

    Country characteristic to the rows.

    Create the planning-specific property for each planning key figure. Select the Sales key figure and go to theplanning tab page in the property pane.

    Select the third radio button Data can be changed using user entries or planning functions.

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    Check the planning-specific property for the whole query. In the properties pane, select the query.

    o to the Planning tab page.G

    heck the checkbox. If you set the indicator, the query starts in change mode.C

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    Save the query.

    Description: Easy Data

    Technical name: TE_EDE_XX

    Entry GR

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    4 Data Entry Using BEx Analyzer

    Start the BEx Analyzer under:CITRIX\start\Programs\Business Explorer\BEx Analyzer

    Start the BEx Analyzer and open your query.

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    Log on to the system:

    System: CIM

    Client: 003

    User: Your TechEd user

    Password.: Your TechEd password

    Open your query:

    Description: Easy Data Entry G

    Technical name: TE_EDE_XX

    R XX

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    The system opens the query in the standard template.

    You want to check whether the cells are input ready. Enter any value in a cell. Right click to access the context

    menu and choose Transfer Values. If the cells are input ready, the system calculates the result. In this case,othing happens.n

    To make cells input ready, you have to change the query design.

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    Use drag and drop to move characteristic Calendar Year from the filter to the columns of the query.

    Enter any value in the cell and right click to access the context menu.

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    Choose Transfer Values to refresh the plan buffer. The system calculates the result.

    To save the data on the database, call the context menu a second time. Choose Save Values. The system writes

    the data to the database.

    Save the query as a workbook.