Financial Planning with SAP BoBJ Cloud Part 3-Creating Story
In this short blog we will create a story from the model we created and loaded in the previous two blogs.
In the page that opens up select “Canvas” to start creating your story. Currently “Input Tasks” functionality is only available with the “Canvas” option. I plan to cover the “Input Tasks” functionality in one of the future blogs.
In the next screen select Table as the object to be added to the Canvas.
In the next screen which is a Pop up select the model we created in the very first blog as the data source
On pressing “OK” the following screen will come up
Under “Rows” click on “All Members” and from the dropdown select “Time”
By clicking on the “Floppy”/”Disc” button save the story as “Story_Financial_Planning1”.
After giving the story a name please remember to Press “OK” .
The business reason for building this application is that as instructed by the Global Sales Manager we have to increase the operating expense by 20% and see the impact it has on Gross Sales by region in Q1 . We then have to send the changed gross sales (via input tasks) to the regional managers and see if they agree with the numbers and can be achieved in the 2018 Q1. Once we consolidate input from the regional managers i would like to send everything to the sales head for the company.
Copy “Actual” to a Private version.
For this click on versions and in the right hand side window press on “Copy”.
In the pop up screen give this new private version a name “SIM_ACTUAL”.
Now the output should have a new column “SIM_ACTUAL” and a new “Private Versions” section with version “SIM_ACTUAL” under Version Management.
We will carry out all our future analysis steps on this new column “SIM_ACTUAL”. As decided lets increase operating income by 20%.You can just delete the number in the cell and type +20% and press the tab button on the keyboard.
In BoBJ Cloud when we increase the operating expense the gross sales and all other lower nodes of the hierarchy increases proportionately. This is the default automatic spreading functionality of BoBJ Cloud.
If the automatic spreading functionality does not suit your need you can use one of the other four allocation methods shown in the screenshot below .We will cover them esp. creating a custom allocation function which is executed via “Execute Allocations” in a future blog.
All cells where the value has changed due to the 20% increase will have a different color .
Lets reduce the output to what we need.So lets filter the Time dimension to Q1 2017
In the pop up
Similarly filter “Account” to only select “Gross Sales”.
You will end up with an output like this
In the next blog we will focus on input tasks .And then we will focus on a quick visualization and using the collaboration feature sending the story to the Global Sales Manager.