Hands-On Tutorial: How to Schedule your Predictive Planning Model
Predictive Planning in SAP Analytics Cloud is the most popular Augmented Analytics Use Case for my customers and me. However, until recently, one thing made my life a bit hard. I could only manually trigger my predictions. Consequently, I had to go back to my Predictive Scenario and restart it by hand. For the first few times, this might make sense. Yet, when I gained trust in the predictions, I want to run them automatically regularly. So, they give me the prediction every quarter for instance. Luckily this is now possible, and in this post, it is my pleasure to show you how 😊.
In this post, we created a Predictive Planning Model, which is the basis for the following steps. So, if you haven’t done this yet, please follow the steps in the hands-on tutorial. You need a Predictive Planning Model before you can following this one.
In this case we have everything prepared so we can start with the actual scheduling for the predictive model.
In the menu on the left, we select “Multi Action”. Depending on the size of your screen it can be found in the menu directly or in my case under the 3 three dots.
From the “Multi Actions” screen we select “Create New”.
On the right, we can give our “Multi Action” a name like “Predictive Planning Scheduling” and we could add a description.
“Multi Actions” are powerful, and you can perform a lot more. For our case, we select “Add Predictive Step” on the top left.
On the right we can now give this Step a name, I decided for “Predictive Planning”. Then we can choose our predictive model. We navigate to our folder with our predictive models and select the “product_planning_forecast” we already trained as described in the Predictive Planning Hans-On. Then we select “Model 1” as “Predictive Model” and “Actuals” as ”Version To Save Forecast”.
Then we click the “Save” icon on the top left.
We could now use this “Multi Action” and include it in a story. This is handy when you want to trigger it manually as a controller from your SAC Planning Dashboard. In our case, we are using this step to check if our “Multi Action” runs smoothly.
We open our Planning Story and make sure we are in edit mode. If not, we select the “Edit” button on the top right.
Under the “+” Icon we select “Planing Trigger”.
And then “Multi Action Trigger”.
In the builder tab on the right we can now select our “Multi Action”.
After this, we can click the start button for our selected “Multi Action”.
This might take a second. If you did everything correctly you will get your new predictions in the table. Since we changed nothing in the data, don’t be surprised if the results look like the old predictions from the Predictive Planning Hands-On Tutorial.
Of course, we won’t trigger our predictions always manually from the story. Ideally, we want to schedule it to run automatically. Hence, we select “Calendar” in the menu on the left, under the three dots.
Before we can leave our story, the tool asks if we want to publish our data. For this Hands-On tutorial it doesn’t matter what you choose, so I leave it up to you.
In the calendar, we can see all the scheduled tasks and their execution time. We want to apply our Predictive Planning “Multi Action Task” regularly. Therefore, we select under the “+” icon “Multi Action Task”.
We again give it a name like ”Schedule Predictive Planning” and select our start date.
Now we want to select “+Add Recurrence”. In my case I want this predictive scenario to run once a quarter for the next 2 years. That is why I selected as shown in this screenshot.
Then we click on “Ok” followed by “Create”.
Now we can see our schedule for Predictive Planning in the calendar, and it will be automatically executed every quarter for the next two years.
I hope you are excited as much about this feature as I am.
Have fun scheduling your Predictive Planning model.
Great stuff - can't wait to get my hands dirty 🙂
Great blog! Another way to utilize the 'Multi Actions'. One question though: Are there any limitations regarding the scheduling of multi-actions, similar to running publications, for instance, based on licenses?
Martijn van Foeken | Interdobs
Hi Martijn van Foeken on my side I am not aware of any limitations.
Of course when you are using predictive planning, someone needs to create the planning models and this person requires a planning professional license.
Similarly for creating / updating multi actions, a planning professional license is required.
It's my current understanding though that when executing a multi actions (either through a planning trigger in a story / application or using a schedule) a standard planning license is enough.
I can double check my understanding if need be. Some colleagues are enjoying a deserved break due to Chinese New Year so this might take a bit of time.
Relevant, existing help links to your question
Automate a Planning Workflow Using Multi Actions
Schedule Multi Actions in the Calendar
Run Data Actions, Multi Actions, and Allocations
The specific predictive help for multi actions will be public to all tenants by second half of February planned. It might be effective already when triggered directly from within partner tenants.
I hope this helps!
cc Sarah Detzler
Thanks Antoine, I can only agree with your answer.
Hi Antoine CHABERT , Yes, you are right. Creating/updating/deleting multi actions, a planning professional license is required. Planning standard license is good enough to run a multi action from calendar or story/analytics designer.
Regarding the limitation, there is a little one from monitor perspective. If a multi action contains a data action step and you assign a user as a viewer of this multi action task, this users will not be able to see the corresponding data action status from data action monitor. The limitation is due to the fact that Trigger from of data action monitor can only store multi action object in such scenario. We will address this limitation in the future. As a workaround, you can assign an admin role to this user. (I know it's going to consume a planning license)
Martijn van Foeken I hope you are doing fine. Please see Charlie Lin additional comment above. Best Antoine
Thanks all for the clarification!