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Set Planning Model in Components tab


I have tried to find the answer to this question in the SAP Help Guide, but this particular property has been left blank - go figure!

I wanted to understand the purpose of the Planning Model property within the Analysis Design Panel (Components tab). My initial thought was that you would specify which model is to be used for planning and writing data. However, i have been able to write back data without specifying the Planning model.

Can anyone shed any light on this for me? And perhaps give me a use-case examples?

Thank you!

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3 Answers

  • Mar 28, 2018 at 12:44 PM

    Hi Adam - I *think* the online help answers, if not please share a screen shot of what you are asking


    To plan data manually


    You can enter the planning data manually in a crosstab in your analysis. To enter planning data, you can either change the values in existing data cells in the crosstab or you can add new lines to crosstabs in change mode.


    1. Enter an input-ready data source or open a workbook with an input-ready data source. The crosstab is visible in change mode. In change mode, read-only cells of the data source are displayed with different background colors. If you switch to display mode, the distinct visualization of input-ready and read-only cells is not visible. Note Microsoft Excel cells are always input enabled. That means you can also enter values in the read-only cells of the data source. These values will not affect your planning though. If the read-only cells are displayed with a different background color, you can avoid entering data in read-only cells. If a data source is not displayed in change mode, you can check the following settings:
      • Check on the Components tab in the design panel if the correct planning system is connected.

        In the default setting, the planning system is the first system you connect to after opening a workbook. If a workbook contains objects from different systems, you can select one of these systems as the planning system in the list. The changed planning system will only be effective after closing and reopening the workbook.

      • Check on the Components tab in the design panel if the check box Switch All Data Sources to Change Mode for Initial Refresh is selected.

        If the check box is selected, the input-ready data sources in the workbook are opened in display mode. With the initial refresh, they will be switched to change mode automatically.

      • If a data source is locked by another user, a message is displayed after opening.
      You can also use the property IsDataSouceEditable of the API method SAPGetProperty to check if a data source is input-ready.
    2. You can enter planning data by changing data in existing data cells of the crosstab. The format of an entered value is immediately validated. If the format is not correct, a message is displayed. To check the consistency of the new values and apply it to the crosstab, choose Recalculate.
    3. You can enter planning data in new lines added to the crosstab. You can define the number of new lines on the Components tab in the design panel. The default number of lines is 5. New lines for planning are added to the bottom of the crosstab. In display mode, the new lines are not visible. To enter data in the data cells, you have to enter the complete member combination for the data cell. For example, the dimensions Country, Region and City are in the rows of your crosstab. If you want to enter a planning value for Paris, you also have to enter the region and country member in the corresponding line. You can enter the member manually or select values with input help. The entered values are immediately validated for format and master data. If a value is not correct, a message is displayed. You can enter a high amount of new lines using the clipboard. You can paste more new line rows than configured in the design panel. Analysis will automatically increase the number of new lines temporarily. The performance critical extension of the crosstab with a high number of new lines is only done if needed after pasting values.

      This allows to paste and transfer a high number of new lines once without the need to change the defined number of new lines in the design panel.

      If the data source contains dimensions that are created in BW as characteristics without master data, you can enter master data in the new lines to create new members in Analysis. The new members will also be saved to the BW system.

      Note that you can only create new members if the RSADMIN parameter PLAN_ALLOW_NOT_EXIST_MEM is active (value X) in the BW system. For more information, contact your IT administrator.

      To check the consistency of the new values and apply them to the crosstab, choose Recalculate.
    4. You can undo all changes that are not recalculated or undo recalculated changes that are not saved. Select Start of the navigation pathBack Next navigation step To Previous Consistent Client State / Saved StateEnd of the navigation path. " Source: SAP Online Help
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  • Mar 28, 2018 at 02:54 PM

    Hi Tammy,

    Thank you for the prompt reply on this. I will clarify what I am referring to with a screenshot of the SAP Analysis Plug-In Help document.

    In the Analyzing Data menu >> The Components Tab, there is a table describing the available options. All options are described except for Planning Model (see screenshot)

    My question is what is the purpose of this option? For example, I have an input-ready BEx query as my data source built off of an aggregation level of my Finance InfoCube. I have been successful in sending new data values using this input-ready query without using the Planning Model option. If I specify the Planning Model for the workbook, what is this ensuring? Am I writing the data back to a different InfoProvider?

    Thank you!


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  • Apr 16, 2018 at 11:04 AM

    Hi Adam,

    the 'planning model' in fact is the concatenated name of BPC Environment and BPC Model; you have to use this field to tell AO the BPC Environment/BPC Model context: this is needed e.g. for BPC Work Status and BPC DAP (authorization). Without this setting BPC Embedded features are ignored, you get pure BW-IP/PAK functionality only.

    You may read

    section 3.1 (Container) to understand the concept.



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