IBP200 SAP Integrated Business Planning - Platform Features and Customizing. COURSE OUTLINE Course Version: 16 Course Duration: 5 Day(s)
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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. iii
iv Copyright. All rights reserved.
Contents ix 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 6 Lesson: Creating a Reason Code 7 Unit 4: Model Activation 7 Lesson: Activating a Planning Area 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. v
13 Unit 7: User Administration 13 Lesson: Understanding User Management 13 Lesson: Creating a Visibility Filter 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: Comparing Versions, Simulations, and Scenarios 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 vi Copyright. All rights reserved.
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. vii
viii Copyright. All rights reserved.
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. ix
x Copyright. All rights reserved.
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 SAP HANA out-of-the-box content Copyright. All rights reserved. 1
Unit 1: SAP Integrated Business Planning 2 Copyright. All rights reserved.
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
Unit 2: User Interface 4 Copyright. All rights reserved.
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
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 Lesson 11: Creating a Reason Code Create a reason code 6 Copyright. All rights reserved.
UNIT 4 Model Activation Lesson 1: Activating a Planning Area Activate a planning area Copyright. All rights reserved. 7
Unit 4: Model Activation 8 Copyright. All rights reserved.
UNIT 5 Cloud Security Lesson 1: Outlining Cloud Security Outline cloud security Copyright. All rights reserved. 9
Unit 5: Cloud Security 10 Copyright. All rights reserved.
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
Unit 6: Data Integration 12 Copyright. All rights reserved.
UNIT 7 User Administration Lesson 1: Understanding User Management Understand user management Lesson 2: Creating a Visibility Filter Create a visibility filter Lesson 3: Creating User Preferences Create user preferences Copyright. All rights reserved. 13
Unit 7: User Administration 14 Copyright. All rights reserved.
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
Unit 8: Microsoft Excel Planning and Reporting 16 Copyright. All rights reserved.
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
Unit 9: Disaggregation 18 Copyright. All rights reserved.
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
Unit 10: Analytics and Reporting 20 Copyright. All rights reserved.
UNIT 11 Active Object Deletion Lesson 1: Deleting an Active Object Delete an active object Copyright. All rights reserved. 21
Unit 11: Active Object Deletion 22 Copyright. All rights reserved.
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: Comparing Versions, Simulations, and Scenarios Compare versions, simulations, and scenarios Copyright. All rights reserved. 23
Unit 12: Supply Review 24 Copyright. All rights reserved.
UNIT 13 Helper Key Figure Lesson 1: Creating a Helper Key Figure Create a helper key figure Copyright. All rights reserved. 25
Unit 13: Helper Key Figure 26 Copyright. All rights reserved.
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
Unit 14: Statistical Forecasting 28 Copyright. All rights reserved.
UNIT 15 SAP2 Master Data Objects Lesson 1: Analyzing the SAP2 Model Analyze the SAP2 model Copyright. All rights reserved. 29
Unit 15: SAP2 Master Data Objects 30 Copyright. All rights reserved.
UNIT 16 Key Figures with Other Periodicities Lesson 1: Creating a Key Figure Using Other Periodicities Create key figures using other periodicities Copyright. All rights reserved. 31
Unit 16: Key Figures with Other Periodicities 32 Copyright. All rights reserved.
UNIT 17 Naming Conventions Lesson 1: Using SAP Preferred Naming Conventions Use SAP preferred naming conventions Copyright. All rights reserved. 33
Unit 17: Naming Conventions 34 Copyright. All rights reserved.
UNIT 18 Change History Lesson 1: Configuring and Using Change History Configure and use change history Copyright. All rights reserved. 35
Unit 18: Change History 36 Copyright. All rights reserved.
UNIT 19 Collaboration Lesson 1: Creating a SAP Jam Group Create an SAP Jam group Lesson 2: Creating a Task Create a task Copyright. All rights reserved. 37