Bps - Layouts And Planning Folders

Functions of the MAP Planning Interface Use The SAP MAP toolbar on the MAP planning interface enables you to plan data locally in Microsoft Excel and then transfer it to SAP BW-BPS. This method means that you can work with a familiar and easy-to-use front end and also takes up less resources on the server.

Prerequisites You have installed and started the Microsoft Excel Add-In for the SAP MAP toolbar. For more information about installing the Microsoft Excel Add-In for the SAP MAP toolbar, see Installing the SAP MAP Toolbar.

Features The Microsoft Excel Add-In for the SAP MAP toolbar provides you with a new toolbar offering a range of functions:

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Logon: Using the Logon function, you establish a connection to the SAP BW-BPS and open a dialog box in which you can choose a planning folder.

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Log off: The connection to the SAP BW-BPS is closed.

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Open planning folder: When you choose Open planning folder a selection box appears, from which you can open a planning folder to process. Make sure that you have created the planning folders that you want to open in the SAP MAP toolbar as planning folders for assortment planning in SAP BW-BPS. A workbook is created in Microsoft Excel for each planning layout in a planning folder. You can select these workbooks using the functions in Microsoft Excel and arrange them on the screen (for example, one beneath the other). You can open several planning folders at the same time. We do not recommend this procedure, however, as the data is not synchronized between different planning folders online. The planning folders in SAP BW-BPS enable you to define pure output layouts. These output layouts are not displayed by the SAP MAP toolbar.

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Save all planning workbooks centrally: When you choose Save all planning workbooks centrally, the SAP MAP toolbar checks the planning data and transfers the data to SAP BW-BPS where it is saved.

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Validate data: You can check the planning data (for example, for permitted values for master data attributes or mandatory fields) using the Validate data function. If the check proves successful, the data is transferred to SAP BW-BPS and synchronized between the planning layouts of a planning folder. If the check is unsuccessful, entries containing errors are highlighted and an explanation is added. This check is also carried out each time the data is saved to the database. Data is only saved if the check is successful.

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Change selection: The Change selection function enables you to give values to the variables that are assigned to the planning folder. Typically, you use variables to be able to change the header combinations of the planning layout. Note that the SAP MAP toolbar only supports variables from SAP BW-BPS of type “characteristic value”.

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Append new rows: Using the Append new rows pushbutton, you can extend the planning screen by a number of blank, input-ready rows. You can then create new entries for new characteristic values in these new rows. This pushbutton is only active if you have permitted the insertion of new rows in the Settings for the Planning Interface of Assortment Planning.

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Delete existing rows: By choosing the Delete existing rows pushbutton, you can delete the selected rows. If you use the release status function, (see Settings for the Planning Interface of Assortment Planning), deletion is only possible for a defined status. This pushbutton is only active if you have permitted the insertion of new rows in the Settings for the Planning Interface of Assortment Planning.

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Search help: You can call the search help for new characteristic or attribute values using the Search help pushbutton.

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Hide details and Show details By choosing the Hide details and Show details buttons, you can collapse or expand the row or column areas that you have grouped in Microsoft Excel. To do so, position the cursor in the relevant column or row area and choose the required pushbutton. These functions are provided in addition to the collapse and expand functions in Microsoft Excel because in the SAP MAP toolbar, the planning layouts have workbook protection. Workbook protection prevents values from being entered in cells that are not ready for input. For more information about Microsoft Excel’s workbook protection in the SAP MAP toolbar, see Using VBA Macros in the MAP Planning Interface.

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Undo: By choosing the Undo button, you can reverse all changes that have been made since the last synchronization with SAP BW-BPS. Synchronization is carried out when you choose

the functions Save all planning workbooks centrally, Validate data and Execute a planning function. Note that you can only undo actions that you have performed within the area that you have defined in step 1 and step 2 when creating the planning layout. The data from SAP BW-BPS is retransferred to the SAP MAP toolbar. You cannot undo manual changes in cell areas that you have made in enhancements of the Microsoft Excel template in SAP BW-BPS Customizing. It is also impossible to undo changes in this area that have arisen due to customerspecific formulas or VBA macros. •

Planning functions available: In the selector for planning functions, you can select all the planning functions from SAP BW-BPS that are assigned to the planning folder.

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Execute a planning function: By choosing this pushbutton, you execute the planning function that you have selected from the list of available planning functions. This happens on the server so that communication with the SAP BW-BPS takes place. The planning data is checked before the function is executed.

Executing a Planning Folder Use You execute a planning folder in order to use the planning layouts and functions that are connected in terms of content (and therefore contained by the folder) in the sense of a business planning application.

Features Display in SAP GUI or in Web browser

You can decide whether you want to execute a planning folder in the SAP GUI or in a Web browser (the prerequisite for executing it in the Web browser is that you have selected a Web-enabled variant when creating the folder). To execute a planning folder in the Web browser you must first generate a Web interface for the folder. You can then convert this into an executable Web application using the BW-BPS Web Interface Builder. For more information, see Editing Planning Folders. If you have created a planning folder that is not Web-enabled you can generate a Webenabled folder from this later by copying the folder. Here you can specify that it should be Web-enabled in the general folder attributes of the new folder. All other attributes of the original folder are transferred unchanged to the new folder when copying. Switching between different planning layouts

You can switch between the different layouts assigned to a planning folder. If more than one layout has been assigned to the input or output area of the folder you can do this by choosing one of the pushbuttons in the executed folder. The system automatically generates these for every assigned layout.

Data that you enter or change in the context of planning folders is subject to the general BW-BPS saving concept. All changes are stored internally on a temporary basis and also remain between layouts during the switch. Therefore, you only need to save the data when exiting the planning folder. Controlling data changes

If in Customizing you have defined a corresponding connection regarding content between input and output layouts, you can change the data in the input layout and check the effects directly in the output layout.

For example, you can enter or change primary costs at cost center level in the input layout, and check the effects on the aggregated costs for the entire controlling area in the output layout. Setting variables

As with the planning environment, you can set user-specific values for all variables (not just those in the particular planning folder) when you execute. Choose Goto → Set variables. The Set Variables dialog box appears. Showing or hiding variables and planning functions

The following functions serve to increase the available size of the planning folder layout. If you have included variables in a planning folder then the system displays these variables with their current value in the screen area. •

You can hide the display of variables using Close Variables.

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You can show them again using Display Variables.

You also have the opportunity to hide variable values using , and show them again using . If you have included planning functions in the planning folder, the system displays pushbuttons with the symbol for the appropriate functions. •

You can stop functions being displayed using Close Functions.

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You can show them again using Display Functions.

Searching for planning folders

You use the search function to search for a specific folder if you know its name or a part of the name. This function is very helpful when working with folders that were not created in the context of a planning application because the number of folders can quickly become quite large. The search function searches for the character string you entered in all texts displayed in the list of folders. If you have shown the technical ID then the search extends to the name of the planning folder, the technical name, and for Webenabled folders to the URL displayed in the list.

Documents in Planning Folders Use You use documents in planning folders to enable access to qualitative information that is related by content to the characteristics and key figures of a planning package. For more information on the general concept of the documents function in BW-BPS, see Documents.

Integration The documents which you display, create, or edit in the context of a planning folder are the same documents which you also edit in the planning environment with the documents function.

Features You can use documents in a planning folder in different ways: •

In a displayed planning layout as a comment to a cell. With this variant, no special activities are required in the Customizing of the planning folder. The only decisive factor is whether a planning layout used in the planning folder contains documents and whether the document display has been activated for the layout in the Layout Builder.

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As a list of documents which are assigned to the key figures and characteristic values of a planning package. With this variant, you transfer the Documents (0-DOC) function node in the Customizing of the planning folder, which was created in the planning environment for a planning level, into the planning folder. When executing the planning folder, the system offers the available documents in a list for display or editing.

You can display, edit, and delete existing documents, and you can create new documents.

Activities To offer documents in a document list in a planning folder, proceed as follows: ...

1. Select the desired folder in the overview of the planning folders, and choose Planning Folder ® Change Planning Folder. The detail screen to edit the planning folder appears. 2. Select planning area, level, and package for which documents exist, and for which the documents function was created in the planning environment, by double-clicking on them. 3. From the list of planning functions, choose the Documents (0-DOC) entry and insert it in the planning folder in one of the areas Input layouts or Output layouts, for example, using Drag&Drop. Although documents in BW-BPS have the status of a function, within planning folders they are handled similarly to layouts. This means you can neither insert the Documents planning function in the Global Planning Function area of a planning folder, nor assign it to a planning layout as a local function. One of the reasons for this is that both listing and displaying documents in the application screen requires just as much space as displaying a planning layout. Therefore, a juxtaposition of planning layout and documents is not useful. 4. Define a name for the document list. 5. If necessary, repeat the steps named for the documents function in connection with further planning areas and levels.

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Save your changes.

In the executed planning folder, you can select the document list in the same way as a planning layout. The system offers you pushbuttons for the different editing possibilities for the documents.