IBP200. SAP Integrated Business Planning - Platform Features and Customizing COURSE OUTLINE. Course Version: 10 Course Duration: 5 Day(s)

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1 IBP200 SAP Integrated Business Planning - Platform Features and Customizing. COURSE OUTLINE Course Version: 10 Course Duration: 5 Day(s)

2 SAP Copyrights and Trademarks 2015 SAP SE. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iseries, pseries, xseries, zseries, eserver, z/vm, z/os, i5/os, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, ianywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company.

3 All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP SE and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. Copyright. All rights reserved. iii

5 Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used. This information is displayed in the instructor s presentation Demonstration Procedure Warning or Caution Hint Related or Additional Information Facilitated Discussion User interface control Example text Window title Example text Copyright. All rights reserved. v

7 Contents xi Course Overview 1 Unit 1: SAP Integrated Business Planning 1 Lesson: Outlining the SAP Integrated Business Planning Solution Strategy 1 Lesson: Explaining the Functionality and Benefits of SAP Integrated Business Planning 1 Lesson: Describing the Architecture of SAP Integrated Business Planning Powered by HANA 1 Lesson: Explaining SAP Integrated Business Planning Powered by HANA Out-of-the-Box Content 3 Unit 2: User Interface 3 Lesson: Navigating in the SAP Integrated Business Planning Web UI 3 Lesson: Personalizing the SAP Fiori Launchpad 3 Lesson: Configuring an Integrated Business Planning Connection with Microsoft Excel 5 Unit 3: Configuration 5 Lesson: Using Configuration to Model a Business 5 Lesson: Creating an Attribute 5 Lesson: Creating a Simple Master Data Type 5 Lesson: Creating a Compound Master Data Type 5 Lesson: Creating a Time Profile 5 Lesson: Creating a Planning Area 6 Lesson: Creating a Planning Level 6 Lesson: Creating a Key Figure 6 Lesson: Writing a Key Figure Calculation 6 Lesson: Creating a Version 7 Unit 4: Model Activation 7 Lesson: Activating a Planning Area 7 Lesson: Creating a Reason Code 9 Unit 5: Cloud Security 9 Lesson: Outlining Cloud Security 11 Unit 6: Data Integration 11 Lesson: Identifying Data Import Options 11 Lesson: Importing Data Using the SAP Integrated Business Planning Web UI Copyright. All rights reserved. vii

8 13 Unit 7: User Administration 13 Lesson: Creating a Visibility Filter 13 Lesson: Modifying a Role 13 Lesson: Creating User Preferences 15 Unit 8: Microsoft Excel Planning and Reporting 15 Lesson: Creating a Microsoft Excel Template and Favorite 15 Lesson: Performing a Simulation 15 Lesson: Formatting a Planning View 17 Unit 9: Disaggregation 17 Lesson: Incorporating Disaggregation Methods in SAP Integrated Business Planning 19 Unit 10: Analytics and Reporting 19 Lesson: Modeling a Business Process Using SAP Integrated Business Planning 19 Lesson: Creating a Dashboard Chart 19 Lesson: Creating a Drill-Down 21 Unit 11: Active Object Deletion 21 Lesson: Deleting an Active Object 23 Unit 12: Supply Review 23 Lesson: Adding Rough Cut Supply Configuration to an Active Planning Area 23 Lesson: Setting up an alert in a favorite 23 Lesson: Copying Data Between Versions 25 Unit 13: Helper Key Figure 25 Lesson: Creating a Helper Key Figure 27 Unit 14: Statistical Forecasting 27 Lesson: Managing a Forecast Model 27 Lesson: Creating a Global Configuration Parameter 29 Unit 15: SAP2 Master Data Objects 29 Lesson: Analyzing the SAP2 Model 31 Unit 16: Key Figures with Other Periodicities 31 Lesson: Creating a Key Figure Using Other Periodicities viii Copyright. All rights reserved.

9 33 Unit 17: Naming Conventions 33 Lesson: Using SAP Preferred Naming Conventions 35 Unit 18: Change History 35 Lesson: Configuring and Using Change History 37 Unit 19: Collaboration 37 Lesson: Creating a SAP Jam Group 37 Lesson: Creating a Task Copyright. All rights reserved. ix

11 Course Overview TARGET AUDIENCE This course is intended for the following audiences: Application Consultant Business Analyst Business Process Architect Business Process Owner/Team Lead/Power User Data Consultant/Manager Database Administrator Development Consultant Help Desk/CoE Support Program/Project Manager Solution Architect System Architect Technology Consultant Trainer Copyright. All rights reserved. xi

13 UNIT 1 SAP Integrated Business Planning Lesson 1: Outlining the SAP Integrated Business Planning Solution Strategy Outline the SAP Integrated Business Planning solution strategy Lesson 2: Explaining the Functionality and Benefits of SAP Integrated Business Planning Explain the functionality and benefits of SAP Integrated Business Planning Lesson 3: Describing the Architecture of SAP Integrated Business Planning Powered by HANA Describe the architecture of SAP Integrated Business Planning powered by SAP HANA Lesson 4: Explaining SAP Integrated Business Planning Powered by HANA Out-of-the-Box Content Explain SAP Integrated Business Planning powered by HANA out-of-the-box content Copyright. All rights reserved. 1

15 UNIT 2 User Interface Lesson 1: Navigating in the SAP Integrated Business Planning Web UI Navigate in the SAP Integrated Business Planning Web UI Lesson 2: Personalizing the SAP Fiori Launchpad Personalize the SAP Fiori launchpad Lesson 3: Configuring an Integrated Business Planning Connection with Microsoft Excel Configure an Integrated Business Planning Connection with Microsoft Excel Create a planning view in the SAP Integrated Business Planning Microsoft Excel UI Copyright. All rights reserved. 3

17 UNIT 3 Configuration Lesson 1: Using Configuration to Model a Business Use configuration to model a business Lesson 2: Creating an Attribute Create an attribute Lesson 3: Creating a Simple Master Data Type Create a simple master data type Lesson 4: Creating a Compound Master Data Type Create a compound master data type Lesson 5: Creating a Time Profile Create a time profile Lesson 6: Creating a Planning Area Copyright. All rights reserved. 5

18 Unit 3: Configuration Create a planning area Lesson 7: Creating a Planning Level Create a planning level Lesson 8: Creating a Key Figure Create a key figure using an attribute Create a key figure Lesson 9: Writing a Key Figure Calculation Write a key figure calculation Lesson 10: Creating a Version Create a version 6 Copyright. All rights reserved.

23 UNIT 6 Data Integration Lesson 1: Identifying Data Import Options Identify data import options Lesson 2: Importing Data Using the SAP Integrated Business Planning Web UI Import data using the SAP Integrated Business Planning Web UI Copyright. All rights reserved. 11

25 UNIT 7 User Administration Lesson 1: Creating a Visibility Filter Create a visibility filter Lesson 2: Modifying a Role Modify a role Lesson 3: Creating User Preferences Create user preferences Copyright. All rights reserved. 13

27 UNIT 8 Microsoft Excel Planning and Reporting Lesson 1: Creating a Microsoft Excel Template and Favorite Create a Microsoft Excel template and favorite Lesson 2: Performing a Simulation Perform a simulation Lesson 3: Formatting a Planning View Format a planning view Copyright. All rights reserved. 15

29 UNIT 9 Disaggregation Lesson 1: Incorporating Disaggregation Methods in SAP Integrated Business Planning Incorporate disaggregation methods in SAP Integrated Business Planning Copyright. All rights reserved. 17

31 UNIT 10 Analytics and Reporting Lesson 1: Modeling a Business Process Using SAP Integrated Business Planning Model a business process using SAP Integrated Business Planning Lesson 2: Creating a Dashboard Chart Create a dashboard chart Lesson 3: Creating a Drill-Down Create a drill-down Copyright. All rights reserved. 19

35 UNIT 12 Supply Review Lesson 1: Adding Rough Cut Supply Configuration to an Active Planning Area Add rough cut supply configuration to an active planning area Lesson 2: Setting up an alert in a favorite Set up an alert in a favorite Lesson 3: Copying Data Between Versions Copy data between versions Copyright. All rights reserved. 23

39 UNIT 14 Statistical Forecasting Lesson 1: Managing a Forecast Model Create a forecast model Execute and simulate forecasting Lesson 2: Creating a Global Configuration Parameter Create a global configuration parameter Copyright. All rights reserved. 27