OpenSAP Sac4 Week 1 All Slides

Week 1: Core Planning
Unit 1: Course Introduction

Course introduction
Course overview
▪ Week 1: Core Planning

▪ Week 2: Advanced Planning
▪ Week 3: Managing the Planning Process
▪ Week 4: Building Custom Planning Applications
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

Course introduction
openSAP course overview
Weeks 1 through 4
▪ 5-7 video units and self-tests Video 1 Self-test 1
▪ 1 weekly assignment Week 1 Video 2 Self-test 2
▪ Online discussion forum (collaborate, ask questions) Core Planning Video n Self-test n
▪ ~3-4 hours of effort each week Weekly assignment
Week 5
Week 2 Advanced Planning
▪ Final exam
Week 3 Managing the Planning Process
Record of achievement
▪ Collect at least 50% of the total points available in Week 4 Building Custom Planning Applications
the weekly assignments and final exam
Week 5 Final exam
PUBLIC

Course introduction
Target audience and course requirements
Target Audience
▪ Expert business users
▪ Experienced planning consultants
▪ Anyone interested in advanced planning with
SAP Analytics Cloud
Course Requirements
▪ Basic understanding of BI, planning, and predictive
concepts
▪ Experience with core capabilities of SAP Analytics
Cloud for planning, e.g., as provided in the openSAP
Course Planning with SAP Analytics Cloud

Course introduction
Hands-on exercises
▪ Optional hands-on exercises are provided

▪ Relevant guides and additional content will be
provided as downloads from the course Web site
▪ Hands-on exercises are not mandatory for the
course certificate

Thank you.
Contact information:
[email protected]
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© 2021 SAP SE or an SAP affiliate company. All rights reserved.

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The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
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These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
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SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Unit 2: Extended Planning and Analysis (xP&A)
Extended planning and analysis (xP&A)
Planning market by 2024 (Gartner)
xP&A is a planning approach that takes the best financial planning and analysis
(FP&A) capabilities and extends them across the enterprise.
70% of new FP&A projects will become

xP&A projects, extending their scope from finance into
other areas of the business (Gartner)
50% of new FP&A implementations will be sourced from

vendors who offer superior integration and product
bundling (Gartner)
Source: SAP Insights - https://insights.sap.com/what-is-xpa/

Benefits of xP&A
▪ Real-time, holistic business visibility: xP&A breaks down

departmental silos and creates a single view of plans and
performance in real time.
▪ Single source of truth: xP&A creates a single source of truth,
so planners can all work with the same set of numbers.
▪ Full business alignment: xP&A makes it clear how one
department’s activities impact another, which encourages teams
to collaborate and align on priorities.
▪ Greater agility: Tight business alignment helps rapidly seize
new opportunities, and move as nimbly as a start-up.
▪ Automated, continuous planning: Continuous planning
minimizes manual work and keeps everything in synch, even in
times of rapid change.
Source: SAP Insights - https://insights.sap.com/what-is-xpa/

SAP Analytics Cloud
Hub & Catalog Mobile App

Centralized Portal iOS & Android
Digital Boardroom Stories Analytic Applications MS Office Integration

Executive Analytics Dashboards & Reports Scripting & Extensions Office 365
Business Augmented Enterprise

Intelligence Analytics Planning
Data Discovery & Exploration Conversational Analytics Events and Workflows

Storytelling & Visualizations Automated Analytics Allocations
Enterprise Reporting Predictive Analytics Sharing & Simulation
Data Connectivity Administration Scheduling

PLATFORM SERVICES Data Preparation Lifecycle Mgmt Collaboration
Modeling Auditing SDK’s

BI, augmented analytics, and planning on one common platform
Vision
Planning
What should happen?
Visualize & Model

Why did it happen?
Reporting Prediction
What has happened? What could happen?
Read Data Today Create Data
S/4 DWH SFSF IBP CX Files … SAC S/4 BW IBP Files …

Collaborative enterprise planning
Finalize
Prepare
▪ Submit Data
▪ Planning Model
▪ Data Locks
▪ Drivers & Parameters
▪ Forward Data
▪ Master & Actual Data SAP SAP S/4HANA
Success HR Strategy group
Factors reporting
Collaborate
Visualize SAP IBP

Schedule for sales & Sales & SAP S/4HANA
▪ Review Data Finance Invest
▪ Share Stories ▪ Planning Calendar operations COGS Finance
▪ Dashboards
▪ Run Discussions ▪ Processes & Tasks
▪ ACT vs. BUD
▪ Enter Comments ▪ Planners & Reviewers
SAP Customer
Experience Marketing Expense SAP Concur
Plan Predict
▪ Input / Adjustment ▪ Time Series Forecast
▪ Distribution & Allocations ▪ Planning Proposition
▪ Advanced Formulas
Strong Analytics capabilities Link operational and Integrate with enterprise Enhance with
1 to create powerful analytics 2 financial Functions 3 applications 4 Business Content
solutions within the company to improve alignment and performance for one source of the truth for fast implementation projects

Feature highlights and overview – 2021
Innovations in numbers Highlights

50+ new roadmap items ▪ Enhanced modeling capabilities combining measure-
and account-based modeling
24 wave shipments
▪ Multi-actions: orchestrate multiple data actions
04 QRC releases
▪ Data actions: context-sensitive execution
▪ Enhanced API’s for planning in Analytics Designer
▪ Enhanced usability for SAC Microsoft Excel add-in, e.g.,
8 Table features member selection, hierarchy navigation
14 Planning process
25 Advanced planning
10 SAC Add-in for MS Excel

Product vision, focus, and direction
Advanced planning features Integrate predictive SAP Business Technology

& flexible modeling forecasts with planning Platform & LoB integration
Enhance workflow SAP Analytics Cloud Excel Industry-specific

support Add-in for MS Office 365 business content

Integrative Demo
https://saphanajourney.com/sap-analytics-cloud/resources/planning-
overview-video-series/

openSAP Course 2020: Planning with SAP Analytics Cloud
A great success which we want to continue in 2021
KPI’s Learners from more than 90+ countries (showing Top5): Expert Course 2021
90+ 20.000+
Countries Participants An openSAP course for SAP Analytics Cloud
2,9%
UK targeting planning experts
United States Germany
9,3% 12,5% India
10h 4.51 / 5.00
Video Materials Average Rating 31,6% Week 1
Brazil Core Planning
270 1.500+ 3,4% Week 2

Advanced Planning
Training Pages Discussion Posts
Week 3
Planning Processes
Feedback
Week 4
“The best openSAP course I have done so far, clear, well structured and balanced between theory and demos, great Custom Planning Applications
KT Thanks so much to the whole team for such a great course .“
“It was a very informative course to get insights into SAC planning. I Like - the course material, the exercises, the Final Exam
explanations the responses from the team in forums on important queries Excellent work team SAC !!! Looking forward
to doing more openSAP courses.“
“I did gain a lot of information which I need to work upon.

The lectures and the technology behind this course was so precise.
It shows the hard work put in by not just the consultants but the technical team and coordinators Kudos to the team!!”
Thank you.
[email protected]
Follow all of SAP

warranty.
See www.sap.com/copyright for additional trademark information and notices.
Unit 3: Introducing the New Model
Introducing the new model
Review
What is a model?
▪ Foundation for data exploration in SAP Analytics Cloud
▪ Representation of the business data of an organization
or business segment
Model Types:
▪ Analytical vs. Planning
▪ Acquired vs. Live
▪ Classic Account Model vs. New Model

Extended planning and analysis
Success S/4 Group
HR Strategy
Factors Reporting
Supply &
▪ The new model provides unmatched flexibility to Demand Sales Finance Invest
S/4
Finance
(IBP)
better align with source systems via the introduction
of a discrete measure dimension CX
COGS Expense Concur
CRM
▪ Improved scenario modeling including calculation
capabilities, available on both accounts and
measures
▪ Overall performance benefits for stories and SAP S/4HANA Finance
connectivity GL Account Profit Fiscal Year Global Transactional
Center Currency Currency
Sales West 2021 $10000 € 12000

SAP Analytics Cloud New Model
Discount West 2021 $600 €720
GL Account Profit Fiscal Year Global Transactional
Center Currency Currency …
Sales West 2021 $10000 € 12000

Discount West 2021 $600 €720
…

Getting closer to the source
System Account Multi-

Measure
Business Warehouse
BPC – Standard
BPC – Embedded
Cloud for Customer
Google – Big Query
Data Warehouse Cloud
Integrated Business
Planning
SuccessFactors
S/4HANA
New model enhancement overview
The new advanced model blends concepts of the account-based model and key-figure-based model
(i.e. discrete accounts and measures), allowing greater flexibility and power in solution design.
Flexible Scenario Enriched Calculation Improved Data

Modeling Experience Wrangling
Account is optional Calculate measures using formulas Enhanced wrangling language

Extend standard model Assign properties to measures Intuitive mapping
Mix accounts and measures Persist currencies Improved process management
Accessing the new model
▪ Existing account model can be thought of as a single measure model

▪ Our new model expands this by enabling multiple measures*
▪ Limitations change over time, so please review help and SAP Road Map Explorer
New
Model
Account
Model
Accounts
*Account dimension becomes an optional dimension when creating a new model

Flexible modeling: account dimension is optional
Account model
Entity Sales_Org Customer Product Date Account SignedData
ENT1001 S00001 1000151 PRODUCT_A 202001 Discounts 700000

Sales
ENT1001 S00001 1000151 PRODUCT_A 202001 Gross Sales 6000000
ENT1001 S00001 1000151 PRODUCT_A 202001 Quantity 1200000
ENT1001 S00001 1000151 PRODUCT_A 202001 Avg Price (Calc) 5
New model (with multiple measures, without account dimension)

Entity Sales_Org Customer Product Date Discounts Gross Sales Quantity Avg Price (Calc)
ENT1001 S00001 1000151 PRODUCT_A 202001 700000 6000000 1200000 5

Single primary key figure model
Account model
Entity Entity Currency Period Account SignedData
Germany EUR 202103 Gross Profit 1000000

Finance
Germany EUR 202103 Operating Expense 750000
Unites States USD 202103 Gross Profit 850000
Unites States USD 202103 Operating Expense 600000
New model (with single key figure) New model (with currency measure)
Entity Entity
Entity Period Account Value Entity Period Account Value_LC Value_USD
Currency Currency
Germany EUR 202103 Gross Profit 1000000 Germany EUR 202103 Gross Profit 1000000 800000
Germany EUR 202103 Operating Expense 750000 Germany EUR 202103 Operating Expense 750000 600000
United States USD 202103 Gross Profit 850000 United States USD 202103 Gross Profit 850000 850000
United States USD 202103 Operating Expense 600000 United States USD 202103 Operating Expense 600000 600000

Multiple accounts and measures
Account model
Entity Job Family Date Account Flow SignedData
Germany JF-1 Mar-21 Headcount Opening 70
Germany JF-1 Mar-21 Headcount Transfers 5
Germany JF-1 Mar-21 Headcount Closing 75
Germany JF-1 Mar-21 Salary # 7000000 HR
Germany JF-1 Mar-21 Benefits # 3150000
United States JF-1 Mar-21 Headcount Opening 60
United States JF-1 Mar-21 Headcount Transfers -5
United States JF-1 Mar-21 Headcount Closing 55
United States JF-1 Mar-21 Salary # 6000000
United States JF-1 Mar-21 Benefits # 2700000
New model (with accounts and measures)

Entity Job Family Date Account Expenses Opening Transfers Closing
Germany JF-1 Mar-21 Headcount - 70 5 75
Germany JF-1 Mar-21 Salary 7000000 - - -
Germany JF-1 Mar-21 Benefits 3150000 - - -
United States JF-1 Mar-21 Headcount - 60 -5 55
United States JF-1 Mar-21 Salary 6000000 - - -
United States JF-1 Mar-21 Benefits 2700000 - - -

Thank you.
[email protected]
Follow all of SAP

warranty.
Unit 4: Modeling Deep-Dive
Modeling deep-dive
Model structure
1. Menu Navigation
2. Model Workspaces
▪ Model Structure
▪ Calculations
▪ Data Management
▪ Validations
3. Measures
4. Dimensions
5. Model Structure
6. Data Preview

Modeling deep-dive
Calculations workspace
1. Calculations Workspace
2. Calculated Measures
3. Formulas
▪ Basic Math
▪ Lookups
▪ Conditional Logic
▪ Inverse Formulas
4. Conversion Measures

Modeling deep-dive
Integer data type

Modeling deep-dive
Demo

Thank you.
[email protected]
Follow all of SAP

warranty.
Unit 5: Currency Conversion
Currency conversion
Introduction
▪ SAP Analytics Cloud supports substantial flexibility

in planning and reporting in multiple currencies
▪ Currency handling has been completely refactored
with the new model
− Currency modeling primarily resides within the
model itself, with different measures used to
represent different currencies
− Persistence of currency results is now supported
− Model-based calculated currency results are also
supported

Currency conversion
Currency conversion prerequisites
▪ Create and populate a currency conversion

table in the Currency Conversions area of the
Modeler app
▪ Enable currency conversion in the model
preferences
▪ Configure currency measures

Currency conversion
Currency measures
▪ Currency measures are modeled as either

base measures or conversion measures
▪ To use currency conversion we require at least
one base measure to be of currency type
▪ The currency definition for any given measure
can be can be fixed (i.e. specific currency) or
dynamic (i.e. derived contextually from a
specific dimension property)
▪ Other currency conversion related properties
are available per measure, but are dependent
on the specific measure type

Currency conversion
Persisted currency values
▪ Base measures can persist different currency

values as defined by the currency definition
parameters within the measure
▪ Persisted currency results can be entered by
the user or loaded from an external source
▪ Base measure currency results can also be
calculated and stored using Data Actions

Currency conversion
Calculated currency values
▪ Conversion measures are a special type of measure

which can be reused across stories, and which
calculate currency results on-the-fly
▪ Each conversion measures must reference a base
currency measure
▪ Specific rate conversion details are set within the
conversion measure
▪ Direct data entry is possible against either the base
measure or conversion measure
▪ Calculate measures can also reference base
currency measures or conversion measures

Currency conversion
Demo

Thank you.
[email protected]
Follow all of SAP

warranty.
Unit 6: Data Integration – What’s New
Data integration – what’s new
Data integration overview
▪ Planning models require a local persistence

of data
▪ Data can be sourced from (or exported to)
various cloud or on-premise systems
▪ Integration jobs are managed within the Data
Management workspace of the model
▪ Data import workflows have been
significantly revamped with the new model
− Distinct steps exist for data preparation,
source/target mapping, and import
validation
− Changes have been introduced to process
management, execution, and job
maintenance

Data preparation step
▪ Prepare Data is the first step in the import

process allowing for data cleansing/
enrichment
▪ Existing transformations
(e.g. concatenate, split, extract, replace,
change) are supported, in addition to a
new filter function
▪ Wrangling expression language usability
has been enhanced to better support
custom transformations
▪ Change history tracking is available with
support for revert and redo of specific
changes

Data mapping and validation steps
▪ Map to Target includes improvements in

automatic mapping, clarity in highlighting
of unmapped columns, and
responsiveness in column mapping
▪ Review Import displays issues related to
inconsistent data type mapping, invalid
dimension members, and other data
quality issues
▪ Change tracking and revert/redo options
carry forward

Data import management
▪ Import processes now provide visual

cues indicating recent execution status
▪ Existing import jobs can be modified to
support changing transformation or
mapping requirements
▪ Specific import settings for a job are
accessible while working in any of the
individual import steps, or in the Data
Management workspace

Demo

Thank you.
[email protected]
Follow all of SAP

warranty.
Unit 7: Basic Concepts - Review
Basic concepts - review
Demo
General navigation
Modeling
▪ Sharing models
Dimensions
▪ Public versus private dimensions
▪ Attribute and hierarchy maintenance
▪ Account formulas
Stories
▪ Booked versus unbooked
Version Management
▪ Private Versions
▪ Publishing/undo

Thank you.
[email protected]
Follow all of SAP

warranty.
See www.sap.com/copyright for additional trademark information and notices.

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Week 1: Core Planning

Unit 1: Course Introduction

▪ Week 1: Core Planning

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

▪ 1 weekly assignment Week 1 Video 2 Self-test 2

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

▪ Optional hands-on exercises are provided

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

70% of new FP&A projects will become

50% of new FP&A implementations will be sourced from

Source: SAP Insights - https://insights.sap.com/what-is-xpa/

▪ Real-time, holistic business visibility: xP&A breaks down

Source: SAP Insights - https://insights.sap.com/what-is-xpa/

Hub & Catalog Mobile App

Digital Boardroom Stories Analytic Applications MS Office Integration

Business Augmented Enterprise

Data Discovery & Exploration Conversational Analytics Events and Workflows

Data Connectivity Administration Scheduling

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

Visualize & Model

Read Data Today Create Data

S/4 DWH SFSF IBP CX Files … SAC S/4 BW IBP Files …

Visualize SAP IBP

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6

Innovations in numbers Highlights

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

Advanced planning features Integrate predictive SAP Business Technology

Enhance workflow SAP Analytics Cloud Excel Industry-specific

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9

270 1.500+ 3,4% Week 2

“I did gain a lot of information which I need to work upon.

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

Sales West 2021 $10000 € 12000

Sales West 2021 $10000 € 12000

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

System Account Multi-

Flexible Scenario Enriched Calculation Improved Data

Account is optional Calculate measures using formulas Enhanced wrangling language

▪ Existing account model can be thought of as a single measure model

*Account dimension becomes an optional dimension when creating a new model

ENT1001 S00001 1000151 PRODUCT_A 202001 Discounts 700000

ENT1001 S00001 1000151 PRODUCT_A 202001 Quantity 1200000

ENT1001 S00001 1000151 PRODUCT_A 202001 Avg Price (Calc) 5

New model (with multiple measures, without account dimension)

ENT1001 S00001 1000151 PRODUCT_A 202001 700000 6000000 1200000 5

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

Germany EUR 202103 Gross Profit 1000000

Unites States USD 202103 Gross Profit 850000

Unites States USD 202103 Operating Expense 600000

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8

New model (with accounts and measures)

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4