BI Planner - inert a new row/ record ?

[Former Member]

I have a customer that wants to migrate their present BPS solution to BI Planner. In the present solution they are able to plan on project-hours per employee. The record contains the following characteristic and key figures: 0PROJECT, 0WBS-ELEMT, 0EMPLOYEE - 0QUANTITY. Further more we have created a filter to uniquely identify the records. We have created an input ready query and it is working fine. We can change key figure values and save the changes to the InfoCube, for existing characteristic values and key figure combination. However, we are not able to create new records. For an example, four employees are allocated to a project and planned hours have been entered and posted to the InfoCube. We want to add an extra employee to a specific project and enter his/ hers planned project hours. We can do it in BPS, how do we enter additional records in BI Planner ?

Kind regards

Anders Toft

[Former Member · Accepted solution]

Anders,

I believe the answer is, it depends on what interface is being used.

If you are using the Web (Web Application Designer), you need to make sure that the Web Item Parameters for the Analysis Item is setup to allow for new input rows; by adjusting the "Internal Display" properties and changing the "number of new lines" to something greater than zero (which is the default).

If you are using Excel (BEx Analyzer), you should be able to just enter new rows at the bottom of the Analysis Grid, and refresh to re-sort the rows.

Does this help?

[Former Member · Accepted solution]

Michael,

great response - One further point on the Excel-based IP, only 1 line defaults for entering new rows. Can this be increased to 100, etc?

In the old BPS you could run a program to set to 100 lines, etc.

I have seen responses about turning off clipping in the IP, and turning off suppressing new lines, but all these result in only one row. It would be helpful to be presented with 100 rows so users could paste into the query. Otherwise this is a major step back from the old manual planning.

Thanks in advance for any help you can provide!

Aaron

[Former Member · Accepted solution]

If you want to enter 100 rows or more of data into your BI-IP web application, you should consider allowing the planners to upload the data from a flat file. A new "How To" document will be available soon from SAP. I have the final draft version that I can forward to you if you send me your email address.

[Former Member]

I ran into a situation where my planning query had characteristics and all the key figures in the row and the time/period characteristics in the columns. The query worked and was input-ready but did not allow for the addition of new records. However, when the key figures were placed in the column the system displayed the ability to enter a new row/record.

Just an fyi to check the char/key figs combinations. That may prevent your layout from displaying the new row/record.

Cheers,

Pat

[Former Member]

Dear Patrick

Please do let me know do we need to have all the characteristics of the plan cube or the aggregation level in the input query.

In case if anyone has any documentation on this feature please do send it to me at hmaheshwari@gmail.com.

This feature is very much required since we are trying to replace hyperion for planning at one of our client site and this feature is going to be critical show stopper for us.

kind regards

Harsh

[Former Member]

Hello Anders,

In BI ensure that the value of the employee ID you are adding is a part of the filter.

Sunil

[Former Member]

Do you have all the characteristics that you have in the planning cube in the input ready query also? this is a must. You might not need them, but still.

Ravi Thothadri