SAP IBP
Integrated Business Planning
IBP with Excel-ADDIn
Tools & Functions
overview explained
PART 2
CHANGE the Descriptive of the Favorite
Create FOLDER for Favorites
Share the Planning View from Favorites to other USERS
Option to DELETE, UPDATE or
ADD the new Planning view
to the Favorites
Add “Z1”
Organize to include new Favorite “Z1” Planning view to a FOLDER
new Favorite “Z1” Planning view
create
NEW FOLDER
Folder
call
“Folder Z”
click planning view “Z1”
then click “MOVE items” on top
select the
Destination folder
PLanning view “Z1” now inside the “Folder Z”
Planning view ‘Z1” now found inside the new Folder “Folder Z”
Edit Planning view ‘Z1”
ALL these Planning Parameters can still be adjusted for the
created Planning view “Z1” (check Part 1 for the features here)
make sure you are in the correct SHEET for these desired parameter changes
close the Graphics
close the IBP�RIBBON of buttons
ON The
IBP Ribbon
PIN the RIBBON
ON THE
Graphics
the 5 BARs are the 5 Key Figures
VALUEs are from these
Attributes
Consensus Demand
4528 =
4320 + 200
(America + APJ)
click on each Attribute and then “X” to remove from the Chart
(I remove all except
Consensus Demand and Combined Final Demand”
Only 2 Key figures are show in the Graphics
ONLY �AMERICAS and APJ
in the Graph
Consensus Demand
4528 = 4328 + 200
(Americas and APJ)
Combined Final Demand
12384 = 8256 + 4128
(Americas and APJ)
click on EMEA Attribute and click +
EMEA added to the Graph filter
Consensus Demand
= 4728
= 4328 + 200 + 200
= Americas + APJ + EMEA
Add the new Planning to Z2 into Folder Z
EXIT and LOG in again to
Z2 Planning view
Let’s change the Demand Planning Qty
CHANGED data
Favorite - UPDATE will “SAVE” only the settings and
NOT the DATA (you must use the BUTTON “SAVE DATA” to save the Key figure data(
This BUTTON
will SAVE the Data changes of the Key Figure to the Database
When SAVE data changes, you can always select a Reason Code
or ENTER Comments
This special FILTER button shows the current FILTER which is PRODUCT Family 20 (which is in the EDIT Planning view)
The Filter can be accessed
also via
EDIT Planning view
BOTH Buttons can access the FILTER
for the Planning View
Change Attribute FIlter to
Product 20
Add Attribute
2nd Filter by
“Cust Region” Attribute,
for APJ only
APJ only
As we did not change the Attribute presentation, it is still the Product Family attribute
note display wording changed to “Ad Hoc Filter”
click EDIT
Note the 2 Filters
note the ROW Attributes
Product Family and Cust Region
click to
ADD�Product ID
click X
to remove
Product Family
Changed Attribute
Cust Region
Product ID
new Attributes with
Cust Region and
Product ID
The system cannot understand Attribute
“FAMILY 100 …” and so the GRAPH cannot be DISPLAYED
FILTER re-defined for the Product ID and GRAPH now show the data
Goto Dashboard
7 Exceptions for
the “Capacity Overload Alert” for Supply Planning Heuristics
“Supply Planning Heuristics” view opened, and note the 7 Exceptions in RED
Master Data
select Product
Create new Product (for simulation)
EDIT FIlter to include new Product ID “Z”
ADD new Product iD “Z” as filter
Adjust the
key figures
Create Master Data Workbook
Product
ENter Product iD attributed
select Existing Product and new Product ID “Z”
Master Data
Existing and new