SAC planning: Advanced Filter issue

[Former Member]

Hi Experts,

I want to build a story based on a planning model (including sales volume actuals data and a planning version without data) which should be able to meet the following requirements:

• Display values of Actuals-Version from the past 12 months (including the current)
• Display (empty) fields of Planning-Version for the future 6 months
• Granularity for time should be month
• Being able to copy a value from the actuals data into the corresponding planning cell

So, the target structure should look like this: target-structure.png (note that I could only reach this with “Hide column/row” option, which won’t dynamically adopt when the current month changes).

Problem: The advanced filter, including time (by range, dynamic) + version, behaves unexpected. There are still combinations of time + version dimension shown, which aren't inculded in the filter. Also, it is missing out selected months of the Planning-Version, which don't include any data (eventhough the "unbooked data"-flag is active).
Please see current-structure.png for further clarification. Also see the configuration of my advanced filter: advanced-filter.png

Is this approach completely wrong or is there maybe a known issue with advanced filters?

Kind regards

Johannes

[Henry_Banks]

Hi,

sorry for the slow response.

Maybe we need to handle 2 issues here : 1) a table designer / formatting issue 2) an advanced filter behaving unexpectedly ?

(let's come back to 1)

2) what kind of data source are you querying against ? and is that a query filter for an import data, or live data scenario ? or is the filter defined at the story or chart-level? can you confirm please.

I'd be interested to know the effect of toggling the "unbooked data"-flag ? perhaps this setting is more for the bar/chart visualisations..

regards, H

[former_member589834]

Hi Henry,

having a similar problem, I would like to use this thread to clarify my questions.

As Johannes, I want to build a story based on a planning model (including sales volume actuals data and a planning version without data) which should be able to meet the following requirements:

• Display values of Actuals-Version from the last year(s) and current year on monthly basis
• Display (empty) fields of Budget-Version for next year (monthly) for data entry
• Display (empty) fields of Planning-Version for year+2 and year+3 (quarterly) for data entry

The target structure should look like this: 20180926-sac-table-result.png

Problem 1: The advanced filter, including time (by range, dynamic) + version, behaves unexpected and prompts an error (20180926-sac-fehler.png). There are still combinations of time + version dimension shown, which aren't inculded in the filter.

Note: "Show unbooked members" is on for all dimensions (Account, Category, Time).

Please see for further clarification 20180926-sac-table.png. Also see the configuration of my advanced filter: 20180926-sac-filter.png

Problem 2:In this context, I have the similar questions as Johannes. Furthermore, I found in an old video (from 2016) for SAC Planning an aspect in the model designer, that I am missing now: To define the time granularity for the different planning categories (20180926-sac-planning-model-designer.png). Has this feature been canceled? How would you solve the problem - that I have different granularity for budget and planning periods - now?

The data source is an example file from SAP (Best Run Juice Company). It contains actuals for three periods (2014-2016) - in contrast to what I will design later on a daily basis. Additionally, I created a monthy budget for 2017 and imported it as a budget version from Excel file, too. The filter ist designed on chart level.

Looking forward to your reply.

Best regards, Stephan