In this blog we shall work on Consuming a Planning Model in a Story and creating a Plan version from Actual
This blog is in continuation of my previous blog in which we created a planning model and loaded the Master and Transaction Data using excel file. Please have a look on the previous blog before starting this one.
Link for my previous blog is below–
Step 1 – Creating a Sales Planning Story
a – Login into SAC for Planning and create a new story
b – As we are creating a story for Sales Planning hence similar template will be selected.
Step 2 – Adding the Table ( Model) in the story
To add the previously created Planning model into our story,Click on “+” in the Table Space and click on “Select Other Model”.
Select the planning model.
Step 3 – Configuring our Sales Story
In this step we shall configure the story with suitable measures ans dimensions as per our requirement.
We shall be Planning our Sales data for Product dimension.
a – Click on “Manage Filter” for Measures and select ” Gross Sales” and click Ok.
d – Add “Product” dimension in “Page Filter”
Select Total and Click Ok.
Now the Story is configured properly
Save the Story in desired folder with suitable name.
Step 4 – Creating Plan Version
We shall create a Planning Version of the Actual Data in this step.
a – Click on “Version Management”.
b – Click on “Copy” button to duplicate the Actual Values for the Plan version.
Plan Version is created successfully with all the data as Actual Version.
Various Planning Functionalities are available in SAC an we shall be discussing about those in future blog.