Embedded (Real Time) Planning in S/4 HANA

Embedded (Real Time) Planning in S/4 HANA

Embedded Analytics

 

Objective:

The objective of this document to provide an overview on the Real Time Planning in S/4 HANA – Embedded Analytics using CDS Views.

Requirement Summary:

Perform HR Annual Salary planning for each employee using automatic & manual planning options. The below activities need to perform by the user.

• Actual Data copy to selected Plan Year.
• Manual planning of annual salary for individual employee.

System Details:

• S/4 HANA (Version 1610)
• SAP HANA (BW & ABAP Modelling Tools)
• Analysis for Microsoft Excel

Data Flow Architecture:

Step 1:

Create CDS view(s) for an actual data.

Considered below HR tables to provide Actual Data.

• PA0001 (HR Master Record: Info type 0001 (Org. Assignment))
• PA0002 (HR Master Record: Info type 0002 (Personal Data)
• PA0008 (HR Master Record: Info type 0008 (Basic Pay)) tables to provide the Employee related Data.

The below are the CDS views (ZHR_I_PA0003 & ZHR_I_SALARY) which are used to extract the data from the above HR Tables.

CDS View (ZHR_I_PA003) for Employee Data from PA0001 & PA0002 Tables.

CDS View ZHR_I_SALARY is an association view with ZHR_I_PA0003 and PA0008 Table.

Step 2:

Create a Calculation View to consume the CDS SQL view.

Calculation View (ZHR_PAYROLL) created to consume the CDS SQL View (ZHR_SALARY) along with Time Dimension to populate Month, Year from the Start Date of an Employee.

Output fields from the Calculation View (ZHR_PAYROLL).

Step 3:

Create a virtual Cube in Data Warehouse Work bench (RSA1) with an option Based On a SAP HANA Model.

Virtual Info cube HR Salary (ZHR_PA03) created by using the Calculation view (ZHR_PAYROLL) as a source. This cube supplies the Actual Data.

 

Assign the Info Cube Info objects to the HANA Information Model fields.

Virtual Info Cube HR Salary (ZHR_PA03) output.

Step 4:

Create Real Time Info cube to store Plan Data.

Payroll Planning (ZHR_PL02) is a Real time info cube with the same Info objects of Virtual Info Cube (HR Salary (ZHR_PA03). It will store the Plan related data by using Planning Functions or from Input ready query.

Step 5:

Create a Composite Provider with Virtual and Real Time Info cubes.

The Composite Provider HR Payroll (ZHR_PAYROLL) created with the Union join of Virtual Info cube HR Salary (ZHR_PA03) and Real Time Info cube (Payroll Planning (ZHR_PL02)).

 

Step 6:

Create an Aggregation level on top of Composite Provider HR Payroll (ZHR_PAYROLL) to perform planning activities.

An Aggregation Level Payroll Aggregation (ZHR_AGLPY) created on top of Composite Provider HR Payroll (ZHR_PAYROLL) with the required fields.

 

Step 7:

Create Copy Planning Function to copy Actual data for a particular Year to Target Year.

Planning Function Yearly Salary Copy Planning Function (ZHR_PFPY_VAR) created on top of an aggregation level (ZHR_AGLPY) and the parameter restriction are as follows.

1. Variables Source Year (ZSOURCE_VAR_PF) & Target Year (ZTARGET_VAR_PF) are used to define the years at run time
2. Source Info cube ZHR_PA03 for actual data & Target Info cube ZHR_PL02 used for Copied Plan Data.

Step 8:

Create an Input ready query to perform Manual Planning.

An Input Ready Query Employee Annual Salary Manual Planning (ZHR_ZHR_PAYROLL_Q0002) created on top of Aggregation Level Payroll Aggregation (ZHR_AGLPY) to perform the manual planning for selected year.

Step 9:

Create a Bex Query on Composite Provider to view Actual & Plan Values.

HR Actual & Planned Year Salary Data (ZHR_ZHR_PAYROLL_Q0003) query created on top of Composite Provider HR Payroll (ZHR_PAYROLL) to analyze Actual and Planned data for selected years.

 

Step 10:

Create an Analysis for Microsoft Excel report to analyze & to perform Planning activities.

1. HR Annual Salary Planning Report created with HR Actual & Planned Year Salary Data (ZHR_ZHR_PAYROLL_Q0003) as DS_1.
2. Used Employee Annual Salary Manual Planning (ZHR_ZHR_PAYROLL_Q0002) Input ready query as DS_2.
3. Used Yearly Salary Copy Planning Function (ZHR_PFPY_VAR) with an alias (PF_1) to perform copy data from Actual to Plan years.
4. Created Button groups for each report to perform the Report activities.

 

Report Execution Steps:

 

• Open the report from SAP Net Weaver Platform (Since the report was saved in Net Weaver Platform).

• Enter the Variable selections for Source Year / Target year for Copy Function and for manual Planning.

 

• Currently No Data under Plan Year (2017) and can be generated upon clicking on Copy Annual Salary Button which in turn executes the Copy Planning Function (ZHR_PFPY_VAR).

 

• After execution of Copy Annual Salary Button

 

• Save the Data by clicking Save Button under HR Annual Salary Planning

 

 

• Perform Manual Planning by adjusting Annual salary for each employee under Employee Annual Salary area.
• Employee (16 & 24) annual salary adjusted and the total now 100,331 which was updated immediately in the HR Annual Planning Query under 2017 Year.

 

• Prompt for Planning button can also be used to perform Manual planning for the selected year.