The objective of this document is to provide an overview on the creation of Simple Plan Story & Smart discovery options using a Plan Model in SAP Analytics Cloud application.
Create a Simple Sales Plan story with different Smart Discovery Options in SAP Analytics Cloud using a File as a source for data.
- SAP Analytics Cloud (SAC)
Create a Source File:
Create a sample file with the required fields for Sales Planning. Make sure the file should have a date filed and the columns should not be duplicated. The below is the sample file which was used for Sales Planning.
Create a Plan Model:
Login into Analytics Cloud system ->Main Menu -> Create -> Model
Select Import a file from your computer Option
Select the file and wait till the system load the file and import the file.
File Uploaded successfully and double click on the uploaded File (Sales Planning Actual Vs Plan).
Make sure there are no issues with the data from the file. You can see error message for the data issues if any. In the current example no issues found with the data.
Select the option Enable Planning to create a Plan Model.
Map the fields:
You can map the fields based on the number of unique data for the fields. In the current example Version contain two unique values (0 and 1). The value 0 stands for Actual and 1 Stands for Plan.
Select the Card View in the menu bar and select Version Filed.
Click on Map Version and select the mapping.
There are other options are available under Category but as per requirement only Actual & Plan was selected. The below are the available options.
Map the other fields based on requirement if any or else click on Create Model.
Define Your Model:
Select the Time Dimension to define the Time range and Time Hierarchy (Ex: Year, Month, Day).
As per Version Mapping Two Versions should be available (Actual & Plan).
Select the Account dimension and validate whether all the Key figures are available under Account dimension. Select the Aggregation type as SUM.
There are other options are available like Hierarchy, Exceptional Aggregation etc. These options can be used based on the requirement.
Check for Other Dimensions which are derived from an excel sheet and click on Save.
Your Plan Enabled Model will be created under Models. This will be used further for creating Stories.
Create a Story based on Plan Model:
Go to Main Menu -> Create -> Story
Planning Story requires Table Structure to enter Plan data. Please select Add a grid Page Option.
Click on Data Option and select the option Data acquired from an existing Model.
Select the created Plan Model and Select the Dimensions which are required for your story.
Select the Numeric Point as Table and click on Measure and dimensions which are required for Story.
Select the Option Copy to Page 1 (Page 1 Refers Story). The Page 1 name can be renamed.
You can see the Selected measures and Dimensions under Story – Page 1 (It’s renamed to Sales Actual Vs Plan). Arrange the dimension under rows/ columns as per requirement.
Expand the Date under Plan to enter the Plan Data. The Planning can be done on Year / Month/ Date level. In the example the planning is done at Month Level.
Double click on field to enter the Plan the data and lock the field after Planning.
Here the Qty against for Material CN00S07 was adjusted from 1 to 110.
You can see there is change in color for the Plan record.
Lock the Plan Data using Lock Button.
Report After Planning.
Smart Discovery for your Story:
Use the Smart Discovery Option under Data to derive various kinds of analysis.
Create a new Canvas Page under Story Tab and copy the required Discovery Analysis into the Canvas Page. Here new Canvas Page name is Sales Analysis.
Final Sales Planning Actual Vs Plan Story in View Mode.