Work with Planning Applications

In SAP Analytics Cloud, analytics designer you can create applications for planning your business data.

These planning applications support both manual and automated data entry and changes. You can enter the planning data manually in the table (in cells or rows) or use data actions to enter data automatically.

What You Should Know

For planning data, you have to use a planning model for the table in your application. If so, the property Planning Enabled is active in the table's Builder panel, which controls whether the table is input-enabled or not. Unlike stories, the table is only input-enabled during runtime.
Note

At design time you cannot enter values in the table.

Enter Data

You can enter data by selecting the cell and entering values. After that, the changed cells are highlighted in the table. For more information, see Entering Values in a Table.

Use Table's More Actions Menu for Planning

The table's More Actions menu lets you use planning-related functions, which are only displayed when the table uses a planning model. Here're the functions, and some of them are only shown at runtime:
  • Ignore Data Locks/Enforce Data Locks

    This function is only shown when the table is based on a planning model that supports backend data locks. By default the data locks are enforced, so Ignore Data Locks will be shown. You can toggle between the two states. For more information, see Configuring Data Locking.

  • Manage Data Locks

    This function displays data locks if there're any, which is only shown when the table is based on a planning model that supports backend data locks. You can choose whether to display data lock information in Show/Hide settings.

  • Value Lock Management

    This function is only displayed when the table is based on a planning model that supports frontend value locks. You can create value locks so that data in the selected cell can't be changed or edited. For more information, see About Value Lock Management.

  • Mass Data Entry

    This function is only available at runtime, which lets you enter multiple values in a table without waiting for the system to update between entries. For more information, see Entering Multiple Values in a Table.

  • Distribute Values

    This function is only available at runtime, which helps you assign values to a group of cells or distribute values from a source cell to a group of cells. You can also access this function by selecting Start of the navigation path (Allocate) Next navigation step  Distribute ValuesEnd of the navigation path from the view time toolbar. For more information, see Assign and Distribute Values with the Planning Panel.

Use View Time Toolbar Functions for Planning at Runtime

If you run your application in view mode, you can find a fixed toolbar in full version depending on the application's context. This toolbar makes it easier for you to work also with planning model data as common functions like Version Management and Allocate are prominently displayed, and Publish Data lets you quickly publish your data changes or revert your edits to public versions.
Note

The menu options in the toolbar change depending on the type of application, analytic or planning, and the data it contains.

You can find the following planning related functions in the toolbar if there's a planning-enabled table in the application. If not, the functions are hidden.

Use Data Action Trigger and Data Actions Technical Object

You can use a Data Action Trigger widget to automate planning functions for local planning models.

To add the widget, from the Insert section of the toolbar, select Start of the navigation path (Add) Next navigation step More Widgets Next navigation step Data Action TriggerEnd of the navigation path to open the Data Action Trigger configuration panel.

Note

Data action trigger cannot be executed at design time, but only at runtime.

For more information, see:

Get Started with Data Actions for Planning

Run Data Actions, Multi Actions, and Allocations

Besides the Data Action Trigger widget you can use the Data Actions technical object and the related script APIs to perform short running data actions via scripts as well as setting and reading parameter values. For more information, see Use Data Actions Technical Objects.

Use Multi Action Trigger

You can add a Multi Action Trigger widget to automate a sequence of operations including data actions, predictive steps, and version management steps on one or more versions and planning models.

To add the widget, from the Insert section of the toolbar, select Start of the navigation path (Add) Next navigation step More Widgets Next navigation step Multi Action TriggerEnd of the navigation path to open the Multi Action Trigger configuration panel.

Note

Multiple action trigger cannot be executed at design time, but only at runtime.

For more information, see:

Automate a Workflow Using Multi Actions

Set Up Planning Triggers

Run Data Actions, Multi Actions, and Allocations

Use BPC Planning Sequence Trigger

You can use the BPC Planning Sequence Trigger widget to run planning sequences for BPC live data connection models. In this way, application users can run a planning sequence defined in the BPC system, which can contain one or more planning functions.

To add this widget, from the Insert section of the toolbar, select Start of the navigation path (Add) Next navigation step More Widgets Next navigation step BPC Planning Sequence TriggerEnd of the navigation path, and then select a BPC live connection model and planning sequence.

After adding the widget, also add a table with the same model to the application. The planning sequence is applied to the table when application users select the BPC planning sequence at runtime.

Note

BPC Planning Sequence cannot be executed at design time, but only at runtime.

For more information, see Run Planning Sequences from BPC.

Besides, as an application designer you can use related APIs to offer application users more options to interact with the planning sequence. For more information, see Work with Planning Applications.

Use Value Driver Tree

You can use a Value Driver Tree widget to visualize the value chain of your business and carry out driver-based planning.

From the Insert section of the toolbar, select Start of the navigation path (Add) Next navigation step More Widgets Next navigation step Value Driver TreeEnd of the navigation path to pick a data source and add the widget to your application.

For detailed steps to set up and use value driver trees, see Set Up Value Driver Trees for Planning.

Note

If you want to add a legacy value driver tree to your analytic application, you need to transform it first. For details, see Transforming Legacy Value Driver Trees.